Global X Funds - MLPA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 4,382,044 | 212,134 | 0.01% | 0.01% | 1 | -142,369 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 1,866,919 | 90,377 | 0.06% | 0.07% | 2 | -39,380 | -2.07% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,070,130 | 51,804 | 0.0% | 0.0% | 3 | -117,138 | -9.87% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,047,656 | 50,717 | 0.01% | 0.01% | 4 | +36,634 | 3.62% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,019,123 | 49,335 | 0.01% | 0.01% | 5 | -76,635 | -6.99% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 809,467 | 39,186 | 0.01% | 0.01% | 6 | -236,150 | -22.58% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 660,725 | 31,985 | 0.01% | 0.01% | 7 | -60,296 | -8.36% | Q4 2025 | Feb 18, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 489,625 | 23,702 | 0.53% | 0.56% | 8 | +3,150 | 0.65% | Q4 2025 | Jan 27, 2026 |
| Gradient Investments LLC | History | Added to | 458,127 | 22,177 | 0.35% | 0.36% | 9 | +10,858 | 2.43% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 399,223 | 19,326 | 0.03% | 0.03% | 10 | +94,623 | 31.06% | Q4 2025 | Mar 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 399,117 | 19,321 | 0.01% | 0.01% | 11 | -18,911 | -4.52% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 376,409 | 18,222 | 0.0% | — | 12 | +376,409 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 314,557 | 15,227 | 0.02% | 0.02% | 13 | +2,625 | 0.84% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 256,164 | 12,400 | 0.65% | 0.76% | 14 | -30,500 | -10.64% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 254,505 | 12,320 | 0.16% | 0.0% | 15 | +249,209 | 4705.61% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 241,378 | 11,605 | 0.02% | 0.02% | 16 | +14,298 | 6.3% | Q4 2025 | Jan 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 236,859 | 11,466 | 0.7% | 0.04% | 17 | +232,631 | 5502.15% | Q4 2025 | Feb 10, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 236,296 | 11,439 | 2.08% | 2.15% | 18 | -16,736 | -6.61% | Q4 2025 | Jan 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 230,065 | 11,137 | 0.65% | 0.68% | 19 | -5,189 | -2.21% | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 215,439 | 10,429 | 2.56% | 2.53% | 20 | +754 | 0.35% | Q4 2025 | Jan 12, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 204,424 | 9,896 | 2.2% | 2.28% | 21 | -658 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Madison Asset Management, LLC | History | Reduced | 196,210 | 9,498 | 0.11% | 0.11% | 22 | -6,000 | -2.97% | Q4 2025 | Feb 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 186,220 | 9,014 | 0.07% | 0.07% | 23 | +10,088 | 5.73% | Q4 2025 | Jan 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 172,554 | 8,353 | 0.01% | 0.01% | 24 | +32,908 | 23.57% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 165,606 | 8,016 | 0.88% | 0.99% | 25 | -13,202 | -7.38% | Q4 2025 | Jan 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 160,544 | 7,771 | 0.08% | 0.0% | 26 | +155,068 | 2831.78% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 148,850 | 7,230 | 0.01% | 0.0% | 27 | +126,382 | 562.5% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Added to | 137,817 | 6,671 | 0.53% | 0.56% | 28 | +5,803 | 4.4% | Q4 2025 | Jan 21, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 134,351 | 6,503 | 0.11% | 0.1% | 29 | +9,980 | 8.02% | Q4 2025 | Feb 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 134,287 | 6,500 | 0.85% | 0.15% | 30 | +106,829 | 389.06% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 126,525 | 6,125 | 0.0% | 0.0% | 31 | +24,680 | 24.23% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 126,417 | 6,119 | 3.1% | 2.95% | 32 | +11,394 | 9.91% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 123,766 | 5,991 | 0.07% | 0.07% | 33 | +4,805 | 4.04% | Q4 2025 | Feb 05, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 116,497 | 5,639 | 0.96% | 0.97% | 34 | -12,964 | -10.01% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 110,328 | 5,340 | 0.02% | 0.02% | 35 | -178 | -0.16% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 110,010 | 5,325 | 0.02% | 0.02% | 36 | +9,538 | 9.49% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 103,920 | 5,030 | 0.0% | 0.0% | 37 | +6,617 | 6.8% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 99,187 | 4,801 | 0.49% | 0.55% | 38 | -550 | -0.55% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 96,890 | 4,690 | 0.0% | — | 39 | +96,890 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 84,549 | 4,093 | 0.06% | 0.05% | 40 | +11,655 | 15.99% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 83,140 | 4,024 | 0.32% | 0.27% | 41 | +15,928 | 23.7% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 75,959 | 3,677 | 0.09% | 0.1% | 42 | -425 | -0.56% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 74,759 | 3,619 | 0.05% | 0.05% | 43 | -3,198 | -4.1% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 70,165 | 3,396 | 0.06% | 0.11% | 44 | -33,925 | -32.59% | Q4 2025 | Feb 06, 2026 |
| Strong Tower Advisory Services | History | Added to | 68,877 | 3,334 | 0.6% | 0.46% | 45 | +18,984 | 38.05% | Q4 2025 | Jan 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 68,150 | 3,299 | 0.3% | 0.32% | 46 | +3,139 | 4.83% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 66,207 | 3,205 | 0.02% | 0.02% | 47 | +1,595 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 65,696 | 3,180 | 0.32% | 0.34% | 48 | -2,428 | -3.56% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 56,649 | 2,742 | 0.37% | 0.34% | 49 | +6,953 | 13.99% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,908 | 2,658 | 0.01% | 0.01% | 50 | +2,476 | 4.72% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 54,051 | 2,616 | 0.0% | 0.0% | 51 | -1,099 | -1.99% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 53,326 | 2,581 | 0.02% | 0.02% | 52 | +2,850 | 5.65% | Q4 2025 | Feb 18, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 51,038 | 2,470 | 0.18% | 0.28% | 53 | -22,873 | -30.95% | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 50,909 | 2,464 | 0.05% | 0.04% | 54 | +8,155 | 19.07% | Q4 2025 | Feb 03, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 50,160 | 2,428 | 1.8% | 1.99% | 55 | -1,500 | -2.9% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | New | 50,058 | 2,423 | 0.76% | — | 56 | +50,058 | New | Q4 2025 | Feb 03, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 48,888 | 2,366 | 0.31% | 0.23% | 57 | +12,401 | 33.99% | Q4 2025 | Jan 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 48,126 | 2,329 | 0.37% | 0.36% | 58 | +3,983 | 9.02% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,923 | 2,319 | 0.02% | 0.04% | 59 | -1,175 | -2.39% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 47,740 | 2,311 | 0.05% | 0.08% | 60 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 46,348 | 2,243 | 0.03% | 0.03% | 61 | +82 | 0.18% | Q4 2025 | Feb 12, 2026 |
| HERBST GROUP, LLC | History | New | 45,600 | 2,207 | 1.3% | — | 62 | +45,600 | New | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,720 | 2,068 | 0.0% | 0.0% | 63 | -15,636 | -26.79% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Added to | 41,945 | 2,030 | 0.06% | 0.04% | 64 | +17,723 | 73.17% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,574 | 1,964 | 0.05% | 0.01% | 65 | +35,001 | 628.05% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 39,605 | 1,917 | 0.0% | 0.0% | 66 | +39,281 | 12123.77% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 35,810 | 1,819 | 0.06% | 0.07% | 67 | -1,360 | -3.66% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,729 | 1,729 | 0.01% | 0.01% | 68 | -2,208 | -5.82% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 34,276 | 1,659 | 0.0% | 0.0% | 69 | -4,989 | -12.71% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | New | 31,568 | 1,528 | 0.08% | — | 70 | +31,568 | New | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,531 | 1,526 | 0.0% | 0.0% | 71 | +7,434 | 30.85% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,758 | 1,440 | 0.0% | 0.0% | 72 | -2,087 | -6.55% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 29,687 | 1,437 | 0.0% | 0.0% | 73 | +1,564 | 5.56% | Q4 2025 | Feb 17, 2026 |
| Charles Schwab Trust Co | History | No change | 29,621 | 1,433 | 0.09% | 0.1% | 74 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| &PARTNERS | History | Added to | 29,481 | 1,427 | 0.01% | 0.01% | 75 | +473 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,443 | 1,377 | 0.0% | 0.0% | 76 | +974 | 3.55% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 27,945 | 1,352 | 0.0% | 0.0% | 77 | +12,294 | 78.55% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 27,447 | 1,328 | 0.25% | 0.19% | 79 | +7,660 | 38.71% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 27,433 | 1,328 | 0.11% | 0.12% | 78 | -1,056 | -3.71% | Q4 2025 | Feb 04, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 26,036 | 1,260 | 1.44% | 1.6% | 80 | -484 | -1.83% | Q4 2025 | Feb 09, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 25,301 | 1,224 | 0.15% | 0.14% | 81 | +2,301 | 10.0% | Q4 2025 | Feb 06, 2026 |
| Centurion Wealth Management LLC | History | Added to | 24,492 | 1,185 | 0.26% | 0.27% | 82 | +449 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 24,188 | 1,172 | 0.03% | 0.03% | 83 | +1,435 | 6.31% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,829 | 1,153 | 0.0% | 0.0% | 84 | +2,205 | 10.2% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,801 | 1,152 | 0.01% | 0.01% | 85 | +972 | 4.26% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | No change | 23,335 | 1,129 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LFG Wealth Partners, LLC | History | New | 22,065 | 1,068 | 0.68% | — | 87 | +22,065 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,739 | 1,052 | 0.02% | 0.02% | 88 | +1,036 | 5.0% | Q4 2025 | Feb 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 21,353 | 1,033 | 0.25% | 0.06% | 89 | +16,510 | 340.9% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 21,319 | 1,032 | 0.01% | — | 90 | +21,319 | New | Q4 2025 | Feb 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 20,740 | 1,004 | 0.35% | 0.42% | 91 | -684 | -3.19% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,451 | 990 | 0.01% | 0.01% | 92 | -6,157 | -23.14% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 25,211 | 960 | 0.02% | 0.02% | 93 | +1,974 | 8.5% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 19,390 | 938 | 0.03% | 0.02% | 94 | +1,409 | 7.84% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 19,155 | 927 | 0.06% | 0.07% | 95 | -19 | -0.1% | Q4 2025 | Jan 15, 2026 |
| APS Management Group, Inc. | History | Added to | 18,997 | 919 | 0.79% | 0.76% | 96 | +1,226 | 6.9% | Q4 2025 | Jan 28, 2026 |
| Mills Wealth Advisors LLC | History | New | 18,055 | 874 | 0.34% | — | 97 | +18,055 | New | Q4 2025 | Jan 27, 2026 |
| Demars Financial Group, LLC | History | Added to | 17,974 | 870 | 0.29% | 0.23% | 98 | +3,961 | 28.27% | Q4 2025 | Jan 22, 2026 |
| LGL PARTNERS, LLC | History | Added to | 17,542 | 849 | 0.36% | 0.35% | 99 | +348 | 2.02% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17,114 | 828 | 0.04% | 0.0% | 100 | +15,486 | 951.23% | Q4 2025 | Jan 20, 2026 |
| TT Capital Management LLC | History | New | 16,800 | 813 | 0.65% | — | 101 | +16,800 | New | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 16,750 | 810 | 0.11% | 0.18% | 102 | -7,044 | -29.6% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,315 | 789 | 0.0% | 0.0% | 103 | +9,045 | 124.42% | Q4 2025 | Feb 11, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 15,739 | 761 | 0.03% | 0.03% | 104 | -168 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Alpine Bank Wealth Management | History | Added to | 15,572 | 753 | 0.11% | 0.09% | 105 | +1,772 | 12.84% | Q4 2025 | Jan 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 15,297 | 740 | 0.34% | 0.33% | 106 | +420 | 2.82% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 14,400 | 697 | 0.0% | 0.0% | 107 | -3,800 | -20.88% | Q4 2025 | Jan 26, 2026 |
| Fermata Advisors, LLC | History | Reduced | 14,226 | 688 | 0.17% | 0.18% | 108 | -827 | -5.49% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 14,153 | 685 | 0.05% | — | 109 | +14,153 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,455 | 651 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | No change | 13,409 | 649 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,019 | 630 | 0.01% | 0.01% | 112 | +484 | 3.86% | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 12,897 | 624 | 0.39% | 0.55% | 113 | -3,608 | -21.86% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 12,647 | 612 | 0.0% | 0.0% | 114 | +1,375 | 12.2% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | No change | 12,626 | 611 | 0.09% | 0.1% | 115 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 12,464 | 607 | 0.78% | — | 116 | +12,464 | New | Q4 2025 | Jan 07, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 12,035 | 605 | 0.41% | 0.38% | 117 | -485 | -3.87% | Q4 2025 | Jan 21, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 12,384 | 599 | 0.07% | 0.08% | 118 | -1,000 | -7.47% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 11,490 | 556 | 0.0% | 0.0% | 119 | +6,875 | 148.97% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,498 | 556 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Friedenthal Financial | History | Reduced | 11,272 | 545 | 0.28% | 0.29% | 121 | -328 | -2.83% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,011 | 533 | 0.01% | 0.01% | 122 | +234 | 2.17% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,460 | 506 | 0.0% | 0.0% | 123 | -1,137 | -9.8% | Q4 2025 | Mar 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,300 | 498 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 10,088 | 488 | 0.02% | 0.02% | 125 | -67 | -0.66% | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 9,628 | 466 | 0.03% | 0.04% | 126 | -31 | -0.32% | Q4 2025 | Feb 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 9,443 | 457 | 0.28% | 0.29% | 127 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Inscription Capital, LLC | History | Reduced | 9,438 | 456 | 0.05% | 0.05% | 128 | -70 | -0.74% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,324 | 451 | 0.01% | 0.01% | 129 | +25 | 0.27% | Q4 2025 | Jan 22, 2026 |
| Madison Park Capital Advisors, LLC | History | New | 9,312 | 450 | 0.37% | — | 130 | +9,312 | New | Q4 2025 | Jan 20, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,290 | 449 | 0.01% | 0.02% | 131 | -645 | -6.49% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 9,170 | 443 | 0.02% | 0.02% | 132 | +194 | 2.16% | Q4 2025 | Feb 11, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 8,903 | 430 | 0.18% | 0.2% | 133 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,653 | 418 | 0.0% | — | 134 | +8,653 | New | Q4 2025 | Mar 25, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,583 | 415 | 0.18% | 0.15% | 135 | +1,790 | 26.35% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Reduced | 8,349 | 404 | 0.01% | 0.01% | 136 | -8,078 | -49.18% | Q4 2025 | Jan 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 7,990 | 386 | 0.13% | 0.13% | 137 | +158 | 2.02% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,931 | 383 | 0.01% | 0.01% | 138 | -20 | -0.25% | Q4 2025 | Feb 06, 2026 |
| Alteri Wealth LLC | History | Added to | 7,715 | 373 | 0.12% | 0.12% | 139 | +611 | 8.6% | Q4 2025 | Feb 11, 2026 |
| SFI Advisors, LLC | History | Reduced | 7,684 | 371 | 0.24% | 0.37% | 140 | -4,377 | -36.29% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,300 | 369 | 0.01% | 0.01% | 141 | +144 | 2.01% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Added to | 7,317 | 360 | 0.02% | 0.01% | 143 | +2,598 | 55.05% | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,339 | 360 | 0.0% | 0.0% | 142 | +594 | 8.81% | Q4 2025 | Feb 02, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 7,437 | 360 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,197 | 348 | 0.08% | 0.07% | 145 | +1,357 | 23.24% | Q4 2025 | Feb 02, 2026 |
| Black Diamond Financial, LLC | History | New | 7,000 | 338 | 0.04% | — | 146 | +7,000 | New | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,840 | 331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,786 | 328 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 6,431 | 311 | 0.04% | 0.03% | 149 | +1,435 | 28.72% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,300 | 304 | 0.01% | 0.01% | 150 | +2,150 | 51.81% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,116 | 296 | 0.0% | 0.0% | 151 | -1,302 | -17.55% | Q4 2025 | Feb 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 6,086 | 294 | 0.04% | 0.04% | 152 | -411 | -6.33% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,904 | 285 | 0.0% | 0.0% | 153 | +974 | 19.76% | Q4 2025 | Jan 29, 2026 |
| FF Advisors,LLC | History | Added to | 5,883 | 284 | 0.13% | 0.1% | 155 | +1,695 | 40.47% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 5,668 | 284 | 0.06% | 0.07% | 154 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,790 | 280 | 0.0% | 0.0% | 156 | +292 | 5.31% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 5,730 | 277 | 0.02% | 0.02% | 157 | +411 | 7.73% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,581 | 270 | 0.02% | 0.03% | 158 | -2,650 | -32.2% | Q4 2025 | Feb 20, 2026 |
| Redwood Family Wealth LLC | History | New | 5,500 | 266 | 0.26% | — | 159 | +5,500 | New | Q4 2025 | Mar 06, 2026 |
| Comprehensive Money Management Services LLC | History | New | 5,425 | 262 | 0.18% | — | 160 | +5,425 | New | Q4 2025 | Jan 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 5,300 | 256 | 0.02% | 0.02% | 161 | -967 | -15.43% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Added to | 5,298 | 256 | 0.02% | 0.02% | 162 | +61 | 1.16% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 5,261 | 254 | 0.0% | 0.0% | 163 | +4,928 | 1479.88% | Q4 2025 | Jan 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 5,244 | 253 | 0.03% | — | 164 | +5,244 | New | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 5,167 | 250 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | Added to | 5,155 | 249 | 0.0% | 0.0% | 166 | +4,352 | 541.97% | Q4 2025 | Feb 12, 2026 |
| Entelevest, LLC | History | New | 4,699 | 227 | 0.23% | — | 168 | +4,699 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 4,706 | 227 | 0.06% | 0.07% | 167 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Everstar Asset Management, LLC | History | No change | 4,555 | 220 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,502 | 217 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 4,482 | 216 | 0.07% | 0.13% | 171 | -3,598 | -44.53% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,397 | 212 | 0.01% | 0.0% | 172 | +3,456 | 367.27% | Q4 2025 | Feb 13, 2026 |
| Attessa Capital LLC | History | Reduced | 4,212 | 203 | 0.11% | 0.17% | 173 | -1,671 | -28.4% | Q4 2025 | Jan 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,250 | 157 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 3,232 | 156 | 0.0% | 0.0% | 175 | -287 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 3,060 | 148 | 0.02% | 0.0% | 176 | +2,864 | 1461.22% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,957 | 143 | 0.0% | 0.0% | 177 | +2,496 | 541.43% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,683 | 129 | 0.01% | 0.01% | 178 | +238 | 9.73% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 2,417 | 117 | 0.0% | — | 179 | +2,417 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,277 | 110 | 0.01% | 0.01% | 180 | +45 | 2.02% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,269 | 109 | 0.0% | 0.0% | 181 | +45 | 2.02% | Q4 2025 | Jan 30, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,250 | 108 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 1,712 | 82 | 0.0% | 0.0% | 183 | +29 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,666 | 81 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,663 | 80 | 0.02% | 0.02% | 186 | +33 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,666 | 80 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,236 | 59 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,057 | 51 | 0.0% | 0.0% | 188 | -9 | -0.84% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 962 | 46 | 0.01% | — | 190 | +962 | New | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 966 | 46 | 0.0% | 0.0% | 189 | -272 | -21.97% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 821 | 39 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 741 | 35 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 610 | 29 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Community Bank, N.A. | History | No change | 550 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SHP Wealth Management | History | New | 492 | 23 | 0.0% | — | 195 | +492 | New | Q4 2025 | Mar 04, 2026 |
| BLUELINE ADVISORS LLC | History | New | 421 | 20 | 0.02% | — | 196 | +421 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | Reduced | 385 | 18 | 0.01% | 0.03% | 198 | -1,000 | -72.2% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 330 | 15 | 0.0% | 0.0% | 199 | +4 | 1.23% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 250 | 12 | 0.0% | — | 201 | +250 | New | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 170 | 8 | 0.0% | 0.0% | 202 | -87 | -33.85% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 158 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 132 | 6 | 0.0% | — | 206 | +132 | New | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | New | 125 | 6 | 0.0% | — | 208 | +125 | New | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | No change | 136 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Avion Wealth | History | No change | 141 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 106 | 5 | 0.0% | 0.0% | 211 | -44 | -29.33% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 116 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | New | 65 | 3 | 0.0% | — | 215 | +65 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 50 | 2 | 0.0% | — | 217 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 42 | 2 | 0.0% | 0.0% | 216 | +1 | 2.44% | Q4 2025 | Feb 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 219 | -5,498 | -99.42% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 220 | -205 | -89.13% | Q4 2025 | Jan 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 27 | 1 | 0.0% | — | 221 | +27 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 23 | 1 | 0.0% | 0.0% | 222 | +1 | 4.55% | Q4 2025 | Jan 14, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | No change | 30 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -38,310 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -31,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Burk Holdings LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -31,691 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.37% | — | -29,759 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.11% | — | -13,513 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,232 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,200 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Cadence Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -6,791 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,606 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,895 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SWS Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -4,431 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.14% | — | -4,097 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,039 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.01% | — | -539 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOWE & RUSLING INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |