Nuveen Quality Municipal Income Fund - NAD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | Added to | 7,179,292 | 86,295 | 0.01% | 0.01% | 1 | +46,501 | 0.65% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 3,543,310 | 42,590 | 0.01% | 0.01% | 2 | -178,560 | -4.8% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,640,607 | 31,740 | 0.0% | 0.0% | 3 | -111,716 | -4.06% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,637,668 | 31,704 | 0.01% | 0.01% | 4 | +200,878 | 8.24% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,572,898 | 30,926 | 0.22% | 0.15% | 5 | +809,838 | 45.93% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Reduced | 2,551,167 | 30,665 | 1.73% | 2.6% | 6 | -701,083 | -21.56% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,444,540 | 29,383 | 0.01% | 0.01% | 7 | -46,816 | -1.88% | Q4 2025 | Feb 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 1,362,021 | 16,371 | 2.03% | 1.89% | 8 | +58,681 | 4.5% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,176,168 | 14,138 | 0.01% | 0.01% | 9 | -30,143 | -2.5% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,024,846 | 12,318 | 0.0% | 0.0% | 10 | +513,497 | 100.42% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 953,333 | 11,459 | 0.0% | 0.0% | 11 | +126,762 | 15.34% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 899,907 | 10,817 | 0.0% | — | 12 | +899,907 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 878,456 | 10,559 | 1.01% | 1.02% | 13 | -6,718 | -0.76% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 694,762 | 8,351 | 0.01% | 0.01% | 14 | +106,035 | 18.01% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 694,714 | 8,350 | 0.29% | 0.25% | 15 | +111,784 | 19.18% | Q4 2025 | Jan 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 689,347 | 8,285 | 3.36% | 3.24% | 16 | +50,179 | 7.85% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 647,154 | 7,778 | 0.01% | 0.01% | 17 | +44,534 | 7.39% | Q4 2025 | Feb 17, 2026 |
| Congress Park Capital LLC | History | Reduced | 601,000 | 7,224 | 2.16% | 2.27% | 18 | -23,000 | -3.69% | Q4 2025 | Jan 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 511,349 | 6,146 | 0.1% | 0.12% | 19 | -95,548 | -15.74% | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | Reduced | 483,570 | 5,812 | 0.69% | 0.77% | 20 | -31,650 | -6.14% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 464,400 | 5,582 | 0.01% | 0.01% | 21 | -14,336 | -2.99% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 445,132 | 5,350 | 0.01% | 0.01% | 22 | +10,639 | 2.45% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 416,376 | 5,004 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 371,835 | 4,469 | 0.02% | 0.01% | 24 | +174,652 | 88.57% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 339,680 | 4,083 | 0.01% | 0.01% | 25 | +8,538 | 2.58% | Q4 2025 | Feb 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 332,123 | 3,992 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 328,828 | 3,952 | 0.06% | 0.07% | 27 | -30,871 | -8.58% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 328,551 | 3,949 | 0.01% | 0.01% | 28 | -17,648 | -5.1% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 300,646 | 3,613 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 289,583 | 3,480 | 1.48% | 1.25% | 30 | +53,652 | 22.74% | Q4 2025 | Jan 07, 2026 |
| Palogic Value Management, L.P. | History | Added to | 275,645 | 3,313 | 1.38% | 1.19% | 31 | +22,000 | 8.67% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 268,500 | 3,227 | 0.14% | 0.14% | 32 | +386 | 0.14% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 257,220 | 3,091 | 0.0% | 0.0% | 33 | +149,761 | 139.37% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 245,102 | 2,946 | 3.61% | 0.16% | 34 | -438,896 | -64.17% | Q4 2025 | Feb 25, 2026 |
| Align Financial, LLC | History | New | 2,933 | 2,933 | 0.0% | — | 35 | +2,933 | New | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 241,737 | 2,905 | 0.46% | 0.49% | 36 | +489 | 0.2% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 237,858 | 2,859 | 0.01% | 0.01% | 37 | -18,276 | -7.14% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Added to | 218,823 | 2,630 | 0.0% | 0.0% | 38 | +6,761 | 3.19% | Q4 2025 | Feb 19, 2026 |
| Cerity Partners LLC | History | Added to | 218,671 | 2,628 | 0.0% | 0.0% | 39 | +20,996 | 10.62% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 210,598 | 2,531 | 0.02% | 0.03% | 40 | -28,073 | -11.76% | Q4 2025 | Feb 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 198,572 | 2,386 | 0.72% | 1.94% | 41 | -344,698 | -63.45% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 195,511 | 2,350 | 0.01% | 0.01% | 42 | +1,447 | 0.75% | Q4 2025 | Feb 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 187,255 | 2,250 | 0.92% | 1.01% | 43 | +24,582 | 15.11% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 184,786 | 2,221 | 0.0% | 0.0% | 44 | -9,112 | -4.7% | Q4 2025 | Mar 16, 2026 |
| Savant Capital, LLC | History | Reduced | 183,334 | 2,203 | 0.01% | 0.01% | 45 | -1,594 | -0.86% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 178,889 | 2,150 | 0.01% | 0.01% | 46 | -10,268 | -5.43% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 177,633 | 2,135 | 0.05% | 0.04% | 47 | +14,864 | 9.13% | Q4 2025 | Feb 02, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 161,977 | 1,946 | 0.03% | 0.02% | 48 | -849 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 161,211 | 1,937 | 0.01% | 0.01% | 49 | +17,974 | 12.55% | Q4 2025 | Jan 29, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 159,821 | 1,921 | 0.52% | 0.51% | 50 | +1,078 | 0.68% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | New | 144,507 | 1,737 | 0.07% | — | 51 | +144,507 | New | Q4 2025 | Feb 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 138,467 | 1,664 | 0.03% | 0.05% | 52 | -77,552 | -35.9% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 138,086 | 1,659 | 0.14% | 0.13% | 53 | -3,036 | -2.15% | Q4 2025 | Feb 11, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 132,288 | 1,590 | 0.16% | 0.15% | 54 | -4,562 | -3.33% | Q4 2025 | Feb 17, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 128,299 | 1,542 | 0.45% | 0.58% | 55 | -36,000 | -21.91% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 125,391 | 1,507 | 0.02% | 0.02% | 56 | +3,100 | 2.53% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 124,005 | 1,490 | 0.0% | 0.0% | 57 | -97,378 | -43.99% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 118,587 | 1,425 | 0.08% | 0.08% | 58 | +107 | 0.09% | Q4 2025 | Jan 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 117,965 | 1,417 | 0.11% | 0.11% | 59 | +374 | 0.32% | Q4 2025 | Jan 23, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 115,422 | 1,387 | 0.48% | 0.45% | 60 | -250 | -0.22% | Q4 2025 | Feb 09, 2026 |
| Breakwater Capital Group | History | Added to | 114,118 | 1,371 | 0.19% | 0.19% | 61 | +3,916 | 3.55% | Q4 2025 | Jan 09, 2026 |
| Indivisible Partners | History | New | 113,152 | 1,360 | 0.15% | — | 62 | +113,152 | New | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 110,512 | 1,328 | 0.02% | 0.01% | 63 | +19,000 | 20.76% | Q4 2025 | Jan 20, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 110,000 | 1,322 | 0.5% | 0.49% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 108,488 | 1,304 | 0.01% | 0.0% | 65 | +83,090 | 327.15% | Q4 2025 | Jan 26, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 104,326 | 1,254 | 1.45% | — | 66 | +104,326 | New | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 103,138 | 1,239 | 0.02% | 0.02% | 67 | -19,800 | -16.11% | Q4 2025 | Jan 22, 2026 |
| KIM, LLC | History | No change | 100,000 | 1,202 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 99,904 | 1,200 | 0.8% | 0.65% | 69 | +29,993 | 42.9% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 94,581 | 1,136 | 0.01% | 0.0% | 70 | +61,179 | 183.16% | Q4 2025 | Feb 17, 2026 |
| Kercheville Advisors, LLC | History | Added to | 92,706 | 1,108 | 0.29% | 0.32% | 71 | +2,076 | 2.29% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 89,193 | 1,072 | 0.02% | 0.01% | 72 | +7,376 | 9.02% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 85,169 | 1,023 | 0.01% | 0.01% | 73 | -14,387 | -14.45% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 83,915 | 1,008 | 0.0% | 0.0% | 74 | -575 | -0.68% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 83,117 | 999 | 0.03% | 0.03% | 75 | -4,638 | -5.29% | Q4 2025 | Jan 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 79,175 | 951 | 0.21% | 0.21% | 76 | +6,388 | 8.78% | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 78,771 | 946 | 0.0% | 0.0% | 77 | +1,275 | 1.65% | Q4 2025 | Feb 10, 2026 |
| MSH Capital Advisors LLC | History | Added to | 66,947 | 804 | 0.17% | 0.19% | 78 | +6,100 | 10.03% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 65,632 | 788 | 0.01% | 0.01% | 79 | +6,500 | 10.99% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 63,087 | 758 | 0.01% | 0.01% | 80 | -21,657 | -25.56% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 63,042 | 757 | 0.05% | 0.01% | 81 | +48,660 | 338.34% | Q4 2025 | Feb 03, 2026 |
| Concorde Asset Management, LLC | History | Added to | 62,096 | 746 | 0.3% | 0.28% | 82 | +5,191 | 9.12% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,955 | 732 | 0.0% | 0.0% | 83 | +39,746 | 187.4% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 60,530 | 723 | 0.0% | 0.0% | 84 | +43,640 | 258.38% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 59,057 | 709 | 0.0% | 0.0% | 85 | +15,663 | 36.09% | Q4 2025 | Jan 29, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 57,144 | 686 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 54,463 | 654 | 0.0% | 0.0% | 87 | +1,270 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 53,711 | 645 | 0.31% | — | 88 | +53,711 | New | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 51,075 | 613 | 0.01% | 0.01% | 89 | -4,681 | -8.4% | Q4 2025 | Jan 29, 2026 |
| FOCUSED ALPHA, LLC | History | New | 50,666 | 609 | 0.18% | — | 90 | +50,666 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 50,032 | 601 | 0.01% | 0.02% | 91 | -15,612 | -23.78% | Q4 2025 | Feb 06, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Added to | 49,950 | 600 | 0.37% | 0.35% | 92 | +3,100 | 6.62% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 49,776 | 598 | 0.01% | 0.01% | 93 | -7,165 | -12.58% | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 49,160 | 590 | 0.02% | 0.02% | 94 | -8,000 | -14.0% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | No change | 48,897 | 587 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| XTX Topco Ltd | History | New | 46,476 | 558 | 0.01% | — | 96 | +46,476 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,780 | 550 | 0.01% | 0.0% | 97 | +42,432 | 1267.38% | Q4 2025 | Jan 23, 2026 |
| Worthington Financial Partners, LLC | History | New | 44,544 | 535 | 0.47% | — | 98 | +44,544 | New | Q4 2025 | Mar 05, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 44,372 | 533 | 0.14% | 0.13% | 99 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 42,127 | 506 | 0.0% | 0.0% | 100 | -41,307 | -49.51% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 42,047 | 505 | 0.02% | 0.01% | 101 | +4,500 | 11.98% | Q4 2025 | Jan 14, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 41,472 | 498 | 0.21% | — | 103 | +41,472 | New | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Reduced | 41,049 | 498 | 0.01% | 0.01% | 102 | -11,678 | -22.15% | Q4 2025 | Jan 23, 2026 |
| Sunpointe, LLC | History | Added to | 41,324 | 496 | 0.16% | 0.09% | 104 | +20,579 | 99.2% | Q4 2025 | Jan 23, 2026 |
| Claro Advisors Inc. | History | No change | 40,747 | 489 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 39,730 | 477 | 0.02% | 0.03% | 106 | -2,463 | -5.84% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,638 | 473 | 0.0% | 0.0% | 107 | +7,739 | 18.04% | Q4 2025 | Mar 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 38,384 | 461 | 0.27% | 0.26% | 108 | +9 | 0.02% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Reduced | 37,994 | 456 | 0.0% | 0.0% | 109 | -6,901 | -15.37% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 37,859 | 455 | 0.01% | 0.0% | 110 | +35,849 | 1783.53% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,305 | 448 | 0.0% | 0.0% | 111 | +52 | 0.14% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 37,224 | 447 | 0.0% | 0.0% | 112 | -6,379 | -14.63% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 36,814 | 442 | 0.02% | 0.02% | 113 | -13,515 | -26.85% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 36,814 | 442 | 0.02% | 0.02% | 114 | -13,515 | -26.85% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 36,665 | 440 | 0.0% | 0.0% | 115 | +3,978 | 12.17% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 35,007 | 420 | 0.0% | 0.0% | 116 | +387 | 1.12% | Q4 2025 | Feb 10, 2026 |
| URS Advisory LLC | History | New | 34,410 | 413 | 0.34% | — | 118 | +34,410 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,385 | 413 | 0.01% | 0.01% | 117 | +802 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 33,970 | 408 | 0.17% | 0.21% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 32,615 | 392 | 0.0% | 0.0% | 121 | +26,615 | 443.58% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 32,615 | 392 | 0.0% | 0.0% | 120 | +675 | 2.11% | Q4 2025 | Feb 02, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 31,735 | 381 | 0.04% | 0.04% | 122 | -8,560 | -21.24% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Consulting LLC | History | No change | 31,605 | 379 | 0.28% | 0.29% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Uptown Financial Advisors LLC | History | No change | 30,340 | 364 | 0.26% | 0.29% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 30,091 | 361 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gould Capital, LLC | History | Reduced | 29,374 | 353 | 0.22% | 0.22% | 126 | -545 | -1.82% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 29,146 | 350 | 0.02% | — | 127 | +29,146 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 28,702 | 345 | 0.06% | 0.07% | 128 | -6,148 | -17.64% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 28,310 | 340 | 0.01% | 0.0% | 129 | +17,616 | 164.73% | Q4 2025 | Mar 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 28,391 | 339 | 0.01% | 0.01% | 130 | +240 | 0.85% | Q4 2025 | Jan 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 27,585 | 331 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 27,367 | 328 | 0.01% | 0.01% | 132 | +5,910 | 27.54% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 27,054 | 325 | 0.01% | 0.01% | 133 | -1,596 | -5.57% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,635 | 308 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Management Associates, Inc. | History | No change | 25,026 | 300 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,712 | 297 | 0.0% | 0.0% | 136 | -688 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | Reduced | 23,168 | 278 | 0.04% | 0.04% | 137 | -3,614 | -13.49% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,843 | 274 | 0.0% | 0.0% | 138 | -4,031 | -15.0% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 22,332 | 268 | 0.04% | 0.04% | 139 | +148 | 0.67% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 21,942 | 263 | 0.01% | 0.01% | 140 | -848 | -3.72% | Q4 2025 | Jan 27, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 21,874 | 262 | 0.04% | 0.05% | 141 | +380 | 1.77% | Q4 2025 | Jan 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 21,545 | 258 | 0.01% | 0.01% | 143 | +6,545 | 43.63% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 21,500 | 258 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 20,673 | 248 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 20,619 | 247 | 0.01% | 0.02% | 146 | -13,170 | -38.98% | Q4 2025 | Jan 21, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 20,620 | 247 | 0.05% | 0.07% | 145 | -8,597 | -29.42% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,346 | 244 | 0.0% | 0.01% | 147 | -4,965 | -19.62% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,000 | 240 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,797 | 237 | 0.01% | 0.01% | 149 | +949 | 5.04% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,713 | 236 | 0.0% | 0.0% | 150 | -3,264 | -14.21% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,626 | 235 | 0.0% | 0.0% | 151 | +1,146 | 6.2% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,519 | 234 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,112 | 230 | 0.0% | 0.0% | 153 | -3,685 | -16.16% | Q4 2025 | Jan 05, 2026 |
| Clear Creek Financial Management, LLC | History | New | 19,098 | 229 | 0.02% | — | 154 | +19,098 | New | Q4 2025 | Jan 23, 2026 |
| Dakota Wealth Management | History | Reduced | 19,048 | 228 | 0.0% | 0.01% | 155 | -7,883 | -29.27% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Asset Management, LLC | History | New | 18,805 | 226 | 0.02% | — | 156 | +18,805 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 18,424 | 221 | 0.0% | — | 157 | +18,424 | New | Q4 2025 | Feb 05, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 18,214 | 218 | 0.05% | 0.05% | 158 | -717 | -3.79% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,998 | 216 | 0.01% | 0.0% | 159 | +4,548 | 33.81% | Q4 2025 | Feb 09, 2026 |
| Great Lakes Retirement, Inc. | History | New | 17,904 | 215 | 0.02% | — | 160 | +17,904 | New | Q4 2025 | Feb 12, 2026 |
| Ferguson Shapiro LLC | History | Added to | 17,670 | 212 | 0.07% | 0.07% | 161 | +411 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 17,224 | 207 | 0.13% | 0.13% | 162 | -980 | -5.38% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,000 | 204 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summa Corp. | History | Reduced | 16,900 | 203 | 0.09% | 0.16% | 165 | -13,564 | -44.52% | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 16,921 | 203 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 16,787 | 201 | 0.11% | — | 166 | +16,787 | New | Q4 2025 | Jan 28, 2026 |
| Archford Capital Strategies, LLC | History | No change | 16,604 | 199 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,270 | 195 | 0.0% | 0.0% | 168 | +5,772 | 54.98% | Q4 2025 | Feb 18, 2026 |
| Clark Asset Management, LLC | History | Added to | 16,006 | 192 | 0.02% | 0.02% | 169 | +506 | 3.26% | Q4 2025 | Jan 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,967 | 191 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Diligent Investors, LLC | History | Reduced | 15,686 | 188 | 0.05% | 0.06% | 171 | -3,455 | -18.05% | Q4 2025 | Jan 23, 2026 |
| AmeriServ Wealth Advisors | History | No change | 15,504 | 186 | 0.11% | 0.09% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fruth Investment Management | History | No change | 15,493 | 186 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 15,466 | 185 | 0.01% | — | 174 | +15,466 | New | Q4 2025 | Feb 03, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 15,281 | 183 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | No change | 15,000 | 180 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 15,000 | 180 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 14,914 | 179 | 0.06% | 0.06% | 178 | +347 | 2.38% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,693 | 176 | 0.0% | 0.0% | 179 | +118 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 14,587 | 175 | 0.0% | 0.0% | 180 | -2,540 | -14.83% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 14,412 | 174 | 0.01% | — | 181 | +14,412 | New | Q4 2025 | Jan 21, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 14,125 | 169 | 0.1% | — | 182 | +14,125 | New | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,959 | 167 | 0.01% | 0.01% | 183 | +894 | 6.84% | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 13,829 | 166 | 0.1% | 0.11% | 184 | -2,720 | -16.44% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 13,804 | 165 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PCM Encore, LLC | History | New | 13,434 | 161 | 0.03% | — | 187 | +13,434 | New | Q4 2025 | Feb 13, 2026 |
| Plan Group Financial, LLC | History | No change | 13,410 | 161 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,332 | 160 | 0.0% | 0.0% | 188 | +783 | 6.24% | Q4 2025 | Feb 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 13,025 | 156 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,000 | 156 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 12,751 | 153 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | No change | 12,799 | 153 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,700 | 152 | 0.0% | 0.0% | 194 | -5,609 | -30.64% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | No change | 12,709 | 152 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,654 | 152 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Added to | 12,537 | 150 | 0.03% | 0.03% | 196 | +152 | 1.23% | Q4 2025 | Jan 12, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,246 | 147 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | New | 12,114 | 145 | 0.02% | — | 199 | +12,114 | New | Q4 2025 | Jan 08, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 12,115 | 145 | 0.3% | 0.3% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,050 | 144 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Marex Group plc | History | Reduced | 11,790 | 141 | 0.0% | 0.0% | 201 | -15,562 | -56.9% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 11,216 | 134 | 0.0% | 0.0% | 202 | -332 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Second Line Capital, LLC | History | Reduced | 11,216 | 134 | 0.03% | 0.03% | 203 | -332 | -2.87% | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | New | 11,086 | 133 | 0.03% | — | 204 | +11,086 | New | Q4 2025 | Feb 02, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 10,925 | 131 | 0.04% | 0.04% | 205 | +253 | 2.37% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | New | 10,842 | 130 | 0.0% | — | 206 | +10,842 | New | Q4 2025 | Jan 12, 2026 |
| Texas Bank & Trust Co | History | No change | 10,841 | 130 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Foster Group, Inc. | History | New | 10,722 | 128 | 0.0% | — | 208 | +10,722 | New | Q4 2025 | Jan 12, 2026 |
| Strategic Advisors LLC | History | No change | 10,589 | 127 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 10,418 | 125 | 0.06% | 0.08% | 210 | -4,582 | -30.55% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 10,309 | 123 | 0.05% | 0.06% | 214 | -3,143 | -23.36% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 10,256 | 123 | 0.01% | 0.02% | 212 | -2,738 | -21.07% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 10,293 | 123 | 0.02% | 0.02% | 213 | -2,000 | -16.27% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,276 | 123 | 0.0% | 0.0% | 211 | +211 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Altus Wealth Group LLC | History | New | 10,232 | 122 | 0.05% | — | 215 | +10,232 | New | Q4 2025 | Feb 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 10,115 | 121 | 0.06% | 0.07% | 216 | -1,505 | -12.95% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 10,000 | 120 | 0.0% | — | 217 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,563 | 114 | 0.0% | 0.0% | 218 | -3,669 | -27.73% | Q4 2025 | Feb 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 9,000 | 108 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,802 | 106 | 0.01% | — | 220 | +8,802 | New | Q4 2025 | Jan 15, 2026 |
| Mechanics Financial Corp | History | No change | 8,500 | 102 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TCTC Holdings, LLC | History | No change | 6,833 | 82 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 6,772 | 81 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,376 | 76 | 0.0% | 0.0% | 224 | -465 | -6.8% | Q4 2025 | Feb 17, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 72 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,873 | 70 | 0.01% | — | 226 | +5,873 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 5,330 | 64 | 0.01% | 0.01% | 227 | -1,108 | -17.21% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,036 | 60 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Founders Capital Management | History | No change | 5,000 | 60 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,932 | 59 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 3,954 | 47 | 0.01% | 0.02% | 231 | -1,573 | -28.46% | Q4 2025 | Jan 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,657 | 43 | 0.01% | — | 232 | +3,657 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | New | 3,455 | 42 | 0.0% | — | 233 | +3,455 | New | Q4 2025 | Feb 11, 2026 |
| Advocate Investing Services LLC | History | New | 3,372 | 40 | 0.04% | — | 234 | +3,372 | New | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 3,233 | 38 | 0.02% | 0.01% | 235 | +2,370 | 274.62% | Q4 2025 | Jan 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,035 | 36 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 3,000 | 36 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 2,625 | 31 | 0.0% | — | 238 | +2,625 | New | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,494 | 29 | 0.0% | 0.0% | 240 | +58 | 2.38% | Q4 2025 | Jan 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,484 | 29 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hurley Capital, LLC | History | No change | 2,402 | 28 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 2,287 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,197 | 26 | 0.0% | 0.0% | 243 | -27 | -1.21% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,183 | 26 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 1,914 | 23 | 0.0% | — | 245 | +1,914 | New | Q4 2025 | Mar 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,800 | 21 | 0.01% | 0.02% | 246 | -1,800 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,741 | 20 | 0.0% | — | 248 | +1,696 | 3768.89% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,689 | 20 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,626 | 19 | 0.01% | 0.02% | 250 | -409 | -20.1% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,611 | 19 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 1,553 | 18 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | New | 1,459 | 17 | 0.0% | — | 253 | +1,459 | New | Q4 2025 | Jan 15, 2026 |
| Towne Trust Company, N.A | History | New | 1,446 | 17 | 0.01% | — | 252 | +1,446 | New | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,470 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,175 | 14 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,085 | 13 | 0.0% | 0.0% | 257 | +25 | 2.36% | Q4 2025 | Jan 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,143 | 13 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 1,072 | 12 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,020 | 12 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspect Partners, LLC | History | No change | 941 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 795 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 669 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MOTCO | History | No change | 675 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 700 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caitlin John, LLC | History | No change | 600 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DV Trading LLC | History | New | 521 | 6 | 0.0% | — | 267 | +521 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | New | 500 | 6 | 0.0% | — | 266 | +500 | New | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | New | 453 | 5 | 0.0% | — | 268 | +453 | New | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 419 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Concord Wealth Partners | History | No change | 468 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 430 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 349 | 4 | 0.0% | — | 272 | +349 | New | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 393 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 308 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -1,577,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -1,058,093 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -429,680 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -305,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -33,081 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -31,367 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,363 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,500 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Northeast Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,462 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,194 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,024 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| American Institute for Advanced Investment Management, LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -10,767 | -100.0% | Q3 2025 | Nov 03, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,630 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,553 | -100.0% | Q3 2025 | Oct 21, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,319 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,140 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,456 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,930 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,095 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOK Financial Private Wealth, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |