Newsmax Inc. - NMAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | History | New | 22,795,352 | 176,208 | 7.86% | — | 1 | +22,795,352 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 2,446,637 | 18,912 | 0.0% | 0.0% | 2 | +1,906,588 | 353.04% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 628,315 | 4,856 | 0.0% | 0.0% | 3 | +527,126 | 520.93% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 574,465 | 4,440 | 0.0% | 0.0% | 4 | +440,577 | 329.06% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 458,679 | 3,545 | 0.0% | 0.0% | 5 | +418,199 | 1033.1% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 421,342 | 3,256 | 0.0% | 0.0% | 6 | +412,173 | 4495.29% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 300,320 | 2,321 | 0.0% | 0.01% | 7 | +42,763 | 16.6% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 286,832 | 2,217 | 0.0% | 0.0% | 8 | +222,245 | 344.1% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 268,543 | 2,075 | 0.0% | 0.0% | 9 | +163,411 | 155.43% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 107,741 | 1,630 | 0.54% | 0.51% | 10 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 197,800 | 1,528 | 0.0% | 0.0% | 11 | -77,500 | -28.15% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 171,000 | 1,321 | 0.0% | 0.0% | 12 | -389,607 | -69.5% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 155,788 | 1,204 | 0.0% | 0.0% | 13 | +17,852 | 12.94% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 147,609 | 1,141 | 0.0% | 0.0% | 14 | +40,406 | 37.69% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 121,300 | 937 | 0.0% | 0.0% | 15 | -402,721 | -76.85% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 117,759 | 910 | 0.0% | 0.0% | 16 | +90,209 | 327.44% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 114,735 | 886 | 0.0% | 0.0% | 17 | +81,811 | 248.48% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 105,492 | 815 | 0.0% | 0.0% | 18 | +82,634 | 361.51% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 104,076 | 804 | 0.0% | 0.0% | 19 | -1,950 | -1.84% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | New | 91,883 | 710 | 0.0% | — | 20 | +91,883 | New | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 88,700 | 685 | 0.0% | — | 21 | +88,700 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 84,775 | 655 | 0.0% | 0.0% | 22 | +69,266 | 446.62% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 58,201 | 583 | 0.0% | — | 23 | +58,201 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 69,622 | 538 | 0.0% | 0.0% | 24 | +4,950 | 7.65% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | New | 69,101 | 534 | 0.0% | — | 25 | +69,101 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,444 | 529 | 0.0% | 0.0% | 26 | +1,232 | 1.83% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 64,157 | 495 | 0.0% | 0.0% | 27 | +42,560 | 197.06% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 60,079 | 464 | 0.0% | 0.0% | 28 | +20,948 | 53.53% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 59,526 | 460 | 0.11% | — | 29 | +59,526 | New | Q4 2025 | Mar 03, 2026 |
| Virtu Financial LLC | History | New | 48,851 | 378 | 0.01% | — | 30 | +48,851 | New | Q4 2025 | Feb 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,200 | 357 | 0.0% | 0.0% | 31 | +1,302 | 2.9% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 45,898 | 354 | 0.0% | 0.0% | 32 | -97,651 | -68.03% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 43,242 | 334 | 0.0% | — | 33 | +43,242 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 42,854 | 331 | 0.0% | 0.0% | 34 | -39,554 | -48.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 41,793 | 323 | 0.0% | 0.0% | 35 | +28,079 | 204.75% | Q4 2025 | Feb 17, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 39,975 | 309 | 0.08% | 0.17% | 36 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 39,050 | 301 | 0.0% | 0.0% | 37 | -6,339 | -13.97% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 38,790 | 299 | 0.0% | 0.0% | 38 | +24,552 | 172.44% | Q4 2025 | Feb 13, 2026 |
| Encompass More Asset Management | History | Reduced | 38,002 | 293 | 0.05% | 0.09% | 39 | -6 | -0.02% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,359 | 292 | 0.0% | 0.0% | 40 | +5,567 | 17.51% | Q4 2025 | Jan 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 36,000 | 278 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 33,900 | 262 | 0.07% | — | 42 | +33,900 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,577 | 259 | 0.0% | 0.0% | 43 | -12,178 | -26.62% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,841 | 253 | 0.0% | 0.0% | 44 | +27,632 | 530.47% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Added to | 31,645 | 244 | 0.0% | 0.0% | 45 | +11,498 | 57.07% | Q4 2025 | Feb 18, 2026 |
| Centiva Capital, LP | History | New | 28,818 | 222 | 0.0% | — | 46 | +28,818 | New | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 27,635 | 213 | 0.02% | 0.03% | 47 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Defender Capital, LLC. | History | New | 27,257 | 210 | 0.07% | — | 49 | +27,257 | New | Q4 2025 | Jan 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 27,253 | 210 | 0.0% | 0.0% | 48 | +20,023 | 276.94% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 25,617 | 198 | 0.0% | — | 50 | +25,617 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 24,674 | 191 | 0.0% | — | 51 | +24,674 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 23,808 | 184 | 0.0% | — | 52 | +23,808 | New | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 22,800 | 176 | 0.01% | — | 53 | +22,800 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,050 | 170 | 0.0% | 0.0% | 54 | +16,936 | 331.17% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 21,897 | 169 | 0.0% | 0.0% | 55 | -20 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Aristides Capital LLC | History | New | 20,900 | 161 | 0.03% | — | 56 | +20,900 | New | Q4 2025 | Feb 26, 2026 |
| AXQ CAPITAL, LP | History | Added to | 20,682 | 159 | 0.04% | 0.05% | 57 | +9,117 | 78.83% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,382 | 157 | 0.0% | 0.0% | 58 | +6,444 | 46.23% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | No change | 20,291 | 156 | 0.0% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,098 | 155 | 0.0% | 0.0% | 60 | -3,211 | -13.78% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,885 | 152 | 0.0% | 0.0% | 61 | +8,966 | 82.11% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 19,484 | 150 | 0.0% | 0.0% | 62 | +1,599 | 8.94% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 19,031 | 147 | 0.0% | 0.0% | 63 | -1,485 | -7.24% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 18,744 | 144 | 0.0% | 0.01% | 65 | -13,877 | -42.54% | Q4 2025 | Feb 19, 2026 |
| Colonial River Investments, LLC | History | Reduced | 18,638 | 144 | 0.05% | 0.09% | 64 | -453 | -2.37% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,070 | 140 | 0.0% | — | 66 | +18,070 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 17,919 | 138 | 0.05% | — | 67 | +17,919 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,133 | 124 | 0.0% | 0.0% | 68 | -80 | -0.49% | Q4 2025 | Feb 18, 2026 |
| Busey Bank | History | Added to | 14,978 | 115 | 0.0% | 0.0% | 69 | +1,376 | 10.12% | Q4 2025 | Jan 27, 2026 |
| Element Wealth, LLC | History | No change | 14,280 | 110 | 0.05% | 0.08% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 14,175 | 109 | 0.03% | 0.1% | 71 | -13,454 | -48.7% | Q4 2025 | Feb 04, 2026 |
| Cove Private Wealth, LLC | History | No change | 13,888 | 107 | 0.03% | 0.05% | 72 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 13,807 | 106 | 0.0% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 13,640 | 105 | 0.01% | — | 74 | +13,613 | 50418.52% | Q4 2025 | Jan 22, 2026 |
| Invesco Ltd. | History | New | 13,583 | 104 | 0.0% | — | 75 | +13,583 | New | Q4 2025 | Feb 19, 2026 |
| Royal Harbor Partners, LLC | History | No change | 13,530 | 104 | 0.03% | 0.06% | 76 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | New | 13,170 | 102 | 0.0% | — | 77 | +13,170 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,182 | 101 | 0.0% | 0.0% | 78 | -643 | -4.65% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,048 | 100 | 0.0% | 0.0% | 79 | +1,711 | 15.09% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,493 | 99 | 0.0% | 0.0% | 80 | -489 | -3.5% | Q4 2025 | Feb 11, 2026 |
| PharVision Advisers, LLC | History | New | 12,307 | 95 | 0.05% | — | 81 | +12,307 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 11,948 | 92 | 0.0% | — | 82 | +11,948 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,910 | 92 | 0.0% | 0.0% | 83 | +8,290 | 229.01% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,044 | 85 | 0.0% | 0.0% | 84 | -540 | -4.66% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,445 | 80 | 0.0% | 0.0% | 85 | +8,179 | 360.94% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,207 | 78 | 0.0% | — | 87 | +10,207 | New | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 10,187 | 78 | 0.0% | 0.0% | 86 | -1,138 | -10.05% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,476 | 65 | 0.0% | 0.0% | 88 | +200 | 2.42% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 8,013 | 61 | 0.0% | 0.0% | 89 | +6,946 | 650.98% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 7,013 | 54 | 0.01% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | No change | 6,862 | 53 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 6,305 | 48 | 0.0% | — | 92 | +6,305 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,096 | 47 | 0.0% | 0.0% | 93 | +5,171 | 559.03% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,000 | 46 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,376 | 41 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 4,251 | 32 | 0.0% | 0.0% | 96 | +3,250 | 324.68% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | New | 4,066 | 31 | 0.0% | — | 97 | +4,066 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,856 | 29 | 0.0% | 0.0% | 98 | +3,080 | 396.91% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 3,378 | 26 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFS Partners, LLC | History | No change | 3,414 | 26 | 0.01% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 3,146 | 24 | 0.0% | 0.0% | 101 | -2,901 | -47.97% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,924 | 22 | 0.0% | 0.0% | 102 | +2,449 | 515.58% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,738 | 21 | 0.0% | 0.0% | 103 | +1,978 | 260.26% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,398 | 18 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 2,100 | 16 | 0.01% | 0.04% | 107 | -3,969 | -65.4% | Q4 2025 | Jan 14, 2026 |
| GS Investments, Inc. | History | Reduced | 2,150 | 16 | 0.01% | 0.03% | 106 | -2,548 | -54.24% | Q4 2025 | Feb 09, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 2,120 | 16 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,104 | 16 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2,030 | 15 | 0.01% | — | 109 | +2,030 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 1,753 | 13 | 0.0% | 0.0% | 110 | +1,453 | 484.33% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,654 | 12 | 0.0% | 0.01% | 114 | -7,609 | -82.14% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,650 | 12 | 0.0% | 0.0% | 113 | -1,400 | -45.9% | Q4 2025 | Mar 16, 2026 |
| AMALGAMATED BANK | History | Added to | 1,493 | 12 | 0.0% | 0.0% | 111 | +1,234 | 476.45% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,673 | 12 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,462 | 11 | 0.0% | 0.0% | 116 | -497 | -25.37% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,517 | 11 | 0.0% | 0.0% | 115 | +60 | 4.12% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 1,500 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | No change | 1,351 | 10 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | No change | 1,348 | 10 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,357 | 10 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,357 | 10 | 0.0% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,122 | 8 | 0.0% | — | 123 | +1,122 | New | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 1,075 | 8 | 0.0% | 0.0% | 122 | +936 | 673.38% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,000 | 7 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 7 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | No change | 966 | 7 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | New | 831 | 6 | 0.0% | — | 129 | +831 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 823 | 6 | 0.0% | — | 127 | +810 | 6230.77% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 784 | 6 | 0.0% | 0.0% | 130 | +409 | 109.07% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | No change | 902 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 902 | 6 | 0.0% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 772 | 5 | 0.0% | 0.01% | 132 | -5,444 | -87.58% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 676 | 5 | 0.0% | 0.0% | 134 | -1 | -0.15% | Q4 2025 | Jan 22, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 680 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ORG Wealth Partners, LLC | History | No change | 702 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 562 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 600 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 540 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 450 | 3 | 0.0% | — | 146 | +450 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 410 | 3 | 0.0% | — | 145 | +410 | New | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 460 | 3 | 0.0% | 0.0% | 140 | +160 | 53.33% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 427 | 3 | 0.0% | 0.0% | 143 | -6 | -1.39% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 400 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 400 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 500 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 375 | 2 | 0.0% | — | 148 | +325 | 650.0% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 309 | 2 | 0.0% | — | 147 | +309 | New | Q4 2025 | Mar 04, 2026 |
| WPG Advisers, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 218 | 1 | 0.0% | — | 161 | +218 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 175 | 1 | 0.0% | — | 162 | +175 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 250 | 1 | 0.0% | 0.0% | 159 | -1 | -0.4% | Q4 2025 | Feb 27, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 206 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Winch Advisory Services, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | No change | 130 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pflug Koory, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 250 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SWAN Capital LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 170 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 1.51% | — | -235,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -91,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,945 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -40,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -18,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,915 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Douglas Lane & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,656 | -100.0% | Q3 2025 | Oct 10, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,122 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,849 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,080 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,348 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 63 | 0 | — | 0.0% | — | -1,000 | -94.07% | Q4 2025 | Jan 21, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -684 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Kimelman & Baird, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Oct 02, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 10, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Asset Dedication, LLC | History | Added to | 100 | 0 | — | — | — | +90 | 900.0% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -80 | -73.39% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 75 | 0 | — | — | — | +75 | New | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GAMMA Investing LLC | History | Reduced | 44 | 0 | — | — | — | -34 | -43.59% | Q4 2025 | Jan 05, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 10, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 14 | 0 | — | — | — | -20 | -58.82% | Q4 2025 | Jan 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 49 | 0 | — | — | — | -20 | -28.99% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| POM Investment Strategies, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FIRST HORIZON CORP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Trust Co | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 105 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NVWM, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 120 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 127 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| New Millennium Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | No change | 124 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| American Capital Advisory, LLC | History | No change | 124 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WINNOW WEALTH LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |