New York Life Investments ETF Trust - MMIT
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Added to | 6,325,741 | 153,905 | 3.4% | 3.38% | 1 | +222,858 | 3.65% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,743,250 | 139,733 | 0.01% | 0.01% | 2 | +730,147 | 14.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,785,502 | 67,771 | 0.0% | 0.0% | 3 | +183,188 | 7.04% | Q4 2025 | Feb 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 2,426,389 | 59,034 | 6.65% | 6.47% | 4 | +184,223 | 8.22% | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,260,794 | 55,005 | 2.36% | 2.33% | 5 | +197,225 | 9.56% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 2,046,660 | 49,795 | 0.01% | 0.01% | 6 | +267,079 | 15.01% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,946,336 | 47,354 | 0.05% | 0.05% | 7 | +112,475 | 6.13% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,899,079 | 46,204 | 0.01% | 0.01% | 8 | +221,586 | 13.21% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,838,192 | 44,723 | 5.18% | 4.88% | 9 | +164,912 | 9.86% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,697,344 | 41,296 | 0.01% | 0.01% | 10 | +113,582 | 7.17% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | Added to | 1,277,827 | 31,089 | 0.39% | 0.21% | 11 | +627,505 | 96.49% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 1,222,826 | 29,751 | 0.04% | 0.04% | 12 | +41,651 | 3.53% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 775,478 | 18,867 | 0.01% | 0.0% | 13 | +105,183 | 15.69% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 626,745 | 15,248 | 0.5% | 0.52% | 14 | +47,778 | 8.25% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 575,105 | 13,993 | 0.0% | — | 15 | +575,105 | New | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 518,202 | 12,607 | 0.62% | 0.61% | 16 | +18,094 | 3.62% | Q4 2025 | Jan 07, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 511,354 | 12,441 | 2.02% | 1.84% | 17 | +77,402 | 17.84% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 498,293 | 12,123 | 0.09% | 0.09% | 18 | +16,963 | 3.52% | Q4 2025 | Feb 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 495,798 | 12,062 | 0.98% | 0.95% | 19 | +18,184 | 3.81% | Q4 2025 | Feb 06, 2026 |
| CFO4Life Group, LLC | History | Added to | 476,879 | 11,602 | 1.65% | 1.67% | 20 | +3,643 | 0.77% | Q4 2025 | Feb 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 463,899 | 11,286 | 0.16% | 0.03% | 21 | +377,693 | 438.13% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 455,243 | 11,076 | 0.29% | 0.26% | 22 | +39,931 | 9.61% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 422,597 | 10,282 | 0.2% | 0.21% | 23 | -10,891 | -2.51% | Q4 2025 | Feb 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 398,128 | 9,686 | 3.6% | 3.34% | 24 | +20,530 | 5.44% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 379,218 | 9,226 | 0.69% | 0.65% | 25 | +27,018 | 7.67% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Added to | 366,596 | 8,946 | 0.13% | 0.13% | 26 | +10,144 | 2.85% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 346,073 | 8,419 | 0.27% | 0.25% | 27 | -9,686 | -2.72% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 340,965 | 8,295 | 0.01% | 0.01% | 28 | +27,155 | 8.65% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | Added to | 340,522 | 8,284 | 1.22% | 1.21% | 29 | +12,226 | 3.72% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 339,765 | 8,266 | 0.01% | 0.01% | 30 | -48,748 | -12.55% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 309,952 | 7,541 | 0.01% | 0.01% | 31 | +10,253 | 3.42% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 276,022 | 6,715 | 0.5% | 0.42% | 32 | +6,320 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 268,929 | 6,543 | 0.0% | 0.0% | 33 | -22,612 | -7.76% | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | Added to | 227,244 | 5,528 | 1.53% | 1.15% | 34 | +92,064 | 68.1% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 217,309 | 5,300 | 0.01% | 0.0% | 35 | +110,987 | 104.39% | Q4 2025 | Jan 08, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 214,452 | 5,233 | 1.0% | 1.15% | 36 | -31,774 | -12.9% | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | Added to | 214,131 | 5,209 | 2.53% | 2.4% | 37 | +18,532 | 9.47% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 211,601 | 5,148 | 0.03% | 0.03% | 38 | +26,272 | 14.18% | Q4 2025 | Jan 29, 2026 |
| 46 Peaks LLC | History | New | 182,482 | 4,453 | 3.27% | — | 39 | +182,482 | New | Q4 2025 | Feb 26, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 178,474 | 4,342 | 0.76% | 0.84% | 40 | -12,779 | -6.68% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 177,037 | 4,307 | 0.01% | 0.0% | 41 | +27,241 | 18.19% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 172,365 | 4,193 | 0.01% | 0.0% | 42 | +88,295 | 105.03% | Q4 2025 | Mar 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 171,499 | 4,172 | 0.12% | 0.13% | 43 | -18,776 | -9.87% | Q4 2025 | Feb 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 162,444 | 3,952 | 2.07% | 1.64% | 44 | +29,619 | 22.3% | Q4 2025 | Jan 23, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 150,098 | 3,651 | 0.7% | 0.68% | 45 | +6,909 | 4.83% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 144,147 | 3,507 | 0.0% | 0.0% | 46 | -3,559 | -2.41% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 138,672 | 3,373 | 0.09% | 0.09% | 47 | +13,539 | 10.82% | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 134,234 | 3,265 | 0.24% | 0.08% | 48 | +73,196 | 119.92% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 122,175 | 2,972 | 0.16% | 0.12% | 49 | +38,481 | 45.98% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 114,646 | 2,789 | 0.01% | 0.01% | 50 | +3,662 | 3.3% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 104,630 | 2,545 | 0.0% | — | 51 | +104,630 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 97,452 | 2,370 | 0.42% | 0.43% | 52 | -1,006 | -1.02% | Q4 2025 | Jan 23, 2026 |
| Clark Wealth Partners | History | No change | 94,426 | 2,297 | 1.4% | 1.4% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 82,088 | 2,003 | 0.05% | 0.04% | 54 | +25,648 | 45.44% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 79,998 | 1,946 | 0.01% | 0.01% | 55 | -4,279 | -5.08% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 79,208 | 1,927 | 0.2% | 0.21% | 56 | +1,045 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | New | 74,795 | 1,819 | 0.0% | — | 57 | +74,795 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | New | 74,424 | 1,810 | 0.15% | — | 58 | +74,424 | New | Q4 2025 | Feb 09, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 74,064 | 1,801 | 0.71% | 0.65% | 59 | +8,325 | 12.66% | Q4 2025 | Jan 28, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 66,849 | 1,626 | 1.08% | 1.18% | 60 | +5,211 | 8.45% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 66,147 | 1,609 | 0.0% | 0.0% | 61 | -48,267 | -42.19% | Q4 2025 | Feb 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 64,213 | 1,562 | 0.6% | 0.59% | 62 | +3,032 | 4.96% | Q4 2025 | Feb 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 62,791 | 1,527 | 0.33% | 0.64% | 63 | -67,754 | -51.9% | Q4 2025 | Feb 02, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | New | 61,704 | 1,501 | 0.59% | — | 64 | +61,704 | New | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | New | 60,459 | 1,470 | 0.05% | — | 65 | +60,459 | New | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 59,533 | 1,448 | 0.02% | — | 66 | +59,533 | New | Q4 2025 | Jan 23, 2026 |
| Janney Capital Management LLC | History | Added to | 58,924 | 1,434 | 0.09% | 0.09% | 67 | +92 | 0.16% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 57,714 | 1,404 | 0.07% | 0.06% | 68 | -4,316 | -6.96% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 53,933 | 1,312 | 0.0% | 0.0% | 69 | -3,840 | -6.65% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 53,303 | 1,297 | 0.01% | 0.01% | 70 | +1,440 | 2.78% | Q4 2025 | Jan 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 50,879 | 1,237 | 0.05% | 0.1% | 71 | -68,513 | -57.38% | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | Added to | 48,364 | 1,176 | 0.12% | 0.12% | 72 | +25,999 | 116.25% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 47,950 | 1,166 | 0.0% | — | 73 | +47,950 | New | Q4 2025 | Mar 25, 2026 |
| Frontier Asset Management, LLC | History | Added to | 45,896 | 1,116 | 0.26% | 0.27% | 74 | +1,381 | 3.1% | Q4 2025 | Feb 04, 2026 |
| Kennebec Savings Bank | History | Added to | 44,053 | 1,071 | 0.93% | 0.17% | 75 | +36,545 | 486.75% | Q4 2025 | Jan 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 43,729 | 1,063 | 0.16% | 0.18% | 76 | +972 | 2.27% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 43,206 | 1,051 | 0.02% | 0.02% | 77 | +1,103 | 2.62% | Q4 2025 | Feb 19, 2026 |
| Curran Financial Partners, LLC | History | Added to | 42,612 | 1,036 | 0.2% | 0.18% | 78 | +6,108 | 16.73% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 42,455 | 1,032 | 0.0% | 0.0% | 79 | +58 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Opes Wealth Management LLC | History | Added to | 40,700 | 990 | 0.16% | 0.17% | 80 | +965 | 2.43% | Q4 2025 | Feb 02, 2026 |
| Narus Financial Partners, LLC | History | No change | 40,038 | 974 | 0.27% | 0.27% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 39,234 | 954 | 0.01% | — | 82 | +39,234 | New | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 38,164 | 928 | 0.0% | 0.0% | 83 | +9,450 | 32.91% | Q4 2025 | Jan 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 37,113 | 902 | 0.21% | 0.2% | 84 | -2,509 | -6.33% | Q4 2025 | Feb 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 36,048 | 877 | 0.07% | 0.07% | 85 | +1,517 | 4.39% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 35,944 | 874 | 0.02% | 0.01% | 86 | +26,193 | 268.62% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | New | 35,540 | 864 | 0.02% | — | 87 | +35,540 | New | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | New | 32,482 | 790 | 0.0% | — | 88 | +32,482 | New | Q4 2025 | Mar 09, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 30,413 | 739 | 0.07% | 0.1% | 89 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SWMG, LLC | History | Reduced | 28,876 | 709 | 0.2% | 0.22% | 90 | -525 | -1.79% | Q4 2025 | Feb 10, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 28,185 | 689 | 0.12% | 0.1% | 91 | +5,394 | 23.67% | Q4 2025 | Feb 06, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 26,382 | 641 | 0.18% | 0.12% | 92 | +9,046 | 52.18% | Q4 2025 | Jan 23, 2026 |
| Beacon Capital Management, LLC | History | New | 24,777 | 602 | 0.09% | — | 93 | +24,777 | New | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 24,459 | 595 | 0.01% | — | 94 | +24,459 | New | Q4 2025 | Feb 05, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 24,369 | 592 | 0.87% | — | 95 | +24,369 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,920 | 557 | 0.0% | 0.0% | 96 | +3,985 | 21.05% | Q4 2025 | Feb 17, 2026 |
| NewSquare Capital LLC | History | Reduced | 22,473 | 546 | 0.05% | 0.04% | 97 | -1,497 | -6.25% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,862 | 531 | 0.0% | 0.0% | 98 | +4,013 | 22.48% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 21,558 | 525 | 0.0% | — | 99 | +21,558 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 20,870 | 507 | 0.01% | 0.01% | 100 | +464 | 2.27% | Q4 2025 | Feb 05, 2026 |
| Sunpointe, LLC | History | New | 20,506 | 500 | 0.17% | — | 101 | +20,506 | New | Q4 2025 | Jan 23, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 19,970 | 485 | 0.4% | 0.4% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 18,407 | 447 | 0.16% | 0.34% | 103 | -18,427 | -50.03% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,837 | 433 | 0.01% | 0.01% | 105 | +1,846 | 11.54% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 17,815 | 433 | 0.0% | 0.0% | 104 | +597 | 3.47% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,720 | 431 | 0.01% | 0.01% | 106 | +12 | 0.07% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | New | 17,467 | 424 | 0.08% | — | 107 | +17,467 | New | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,292 | 420 | 0.0% | 0.0% | 108 | +14,292 | 476.4% | Q4 2025 | Feb 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 17,302 | 420 | 0.04% | 0.04% | 109 | -753 | -4.17% | Q4 2025 | Jan 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 16,200 | 395 | 0.02% | 0.02% | 110 | -2,485 | -13.3% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 15,422 | 375 | 0.01% | — | 111 | +15,422 | New | Q4 2025 | Feb 17, 2026 |
| Friday Financial | History | No change | 14,083 | 342 | 0.12% | 0.14% | 112 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,015 | 340 | 0.01% | 0.01% | 113 | +2,863 | 25.67% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,984 | 340 | 0.01% | 0.02% | 114 | +358 | 2.63% | Q4 2025 | Feb 10, 2026 |
| Pacific Point Advisors, LLC | History | New | 13,699 | 333 | 0.18% | — | 115 | +13,699 | New | Q4 2025 | Jan 21, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,132 | 319 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,221 | 297 | 0.01% | 0.01% | 117 | +108 | 0.89% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 12,000 | 291 | 0.0% | — | 118 | +12,000 | New | Q4 2025 | Feb 13, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,685 | 284 | 0.07% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 11,606 | 282 | 0.17% | 0.18% | 120 | +97 | 0.84% | Q4 2025 | Feb 10, 2026 |
| Brio Consultants, LLC | History | Reduced | 11,380 | 276 | 0.04% | 0.04% | 121 | -1,117 | -8.94% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,983 | 267 | 0.0% | 0.0% | 122 | -39 | -0.35% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,956 | 266 | 0.0% | 0.0% | 123 | +248 | 2.32% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,280 | 250 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,139 | 246 | 0.0% | — | 125 | +10,139 | New | Q4 2025 | Feb 18, 2026 |
| Savvy Advisors, Inc. | History | New | 9,488 | 230 | 0.01% | — | 126 | +9,488 | New | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,336 | 227 | 0.0% | 0.0% | 127 | +82 | 0.89% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,232 | 225 | 0.0% | — | 128 | +9,232 | New | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | No change | 9,000 | 218 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 8,586 | 208 | 0.01% | — | 130 | +8,586 | New | Q4 2025 | Jan 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,548 | 207 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,017 | 195 | 0.0% | — | 132 | +8,017 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 6,654 | 161 | 0.0% | 0.0% | 133 | +1,590 | 31.4% | Q4 2025 | Jan 30, 2026 |
| Wiser Advisor Group LLC | History | Added to | 5,443 | 132 | 0.15% | 0.16% | 134 | +47 | 0.87% | Q4 2025 | Feb 09, 2026 |
| United Community Bank | History | Added to | 5,375 | 130 | 0.05% | 0.04% | 135 | +600 | 12.57% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,060 | 123 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Dakota Community Bank & Trust NA | History | New | 4,985 | 121 | 0.42% | — | 137 | +4,985 | New | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 4,881 | 118 | 0.0% | 0.0% | 138 | -55 | -1.11% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,724 | 114 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | Reduced | 4,664 | 113 | 0.02% | 0.02% | 140 | -70 | -1.48% | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | New | 3,400 | 82 | 0.0% | — | 141 | +3,400 | New | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 2,389 | 58 | 0.03% | — | 142 | +2,389 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 2,170 | 52 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,112 | 27 | 0.0% | — | 144 | +1,112 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,130 | 27 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | New | 1,053 | 26 | 0.0% | — | 146 | +1,053 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 798 | 19 | 0.0% | — | 147 | +798 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 458 | 11 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 404 | 9 | 0.01% | — | 149 | +404 | New | Q4 2025 | Feb 19, 2026 |
| Rossby Financial, LCC | History | Reduced | 182 | 4 | 0.0% | 0.03% | 151 | -3,746 | -95.37% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 179 | 4 | 0.0% | — | 150 | +179 | New | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -205,336 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.08% | — | -18,442 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Closed out | 0 | 0 | — | 0.05% | — | -16,694 | -100.0% | Q3 2025 | Nov 05, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -13,241 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,606 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,326 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 10, 2026 |