NOMURA HOLDINGS INC - NMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 13,151,514 | 110,341 | 0.04% | 0.03% | 1 | +3,221,008 | 32.44% | Q4 2025 | Feb 09, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 12,695,534 | 106,515 | 2.0% | 1.8% | 2 | +274,787 | 2.21% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 9,815,360 | 82,350 | 0.0% | 0.0% | 3 | +638,424 | 6.96% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,237,111 | 43,939 | 0.01% | 0.0% | 4 | +182,897 | 3.62% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 4,785,731 | 40,152 | 0.0% | 0.0% | 5 | +299,867 | 6.68% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,167,768 | 26,577 | 0.01% | 0.0% | 6 | -8,624 | -0.27% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,664,409 | 22,354 | 0.0% | 0.0% | 7 | +368,082 | 16.03% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,511,277 | 21,069 | 0.0% | 0.0% | 8 | -42,156 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,151,552 | 18,051 | 0.04% | 0.03% | 9 | +841,502 | 64.23% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,820,837 | 15,276 | 0.02% | 0.02% | 10 | -637,000 | -25.92% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,451,595 | 12,178 | 0.01% | 0.0% | 11 | +517,250 | 55.36% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 1,098,345 | 9,215 | 0.14% | 0.12% | 12 | +63,506 | 6.14% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 738,649 | 6,197 | 0.0% | 0.0% | 13 | +100,133 | 15.68% | Q4 2025 | Feb 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 738,664 | 6,197 | 1.04% | 1.0% | 14 | -26,046 | -3.41% | Q4 2025 | Jan 30, 2026 |
| Journey Advisory Group, LLC | History | Added to | 611,486 | 5,130 | 0.43% | 0.33% | 15 | +1,586 | 0.26% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 563,785 | 4,730 | 0.0% | 0.0% | 16 | +104,226 | 22.68% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 532,729 | 4,469 | 0.0% | 0.0% | 17 | +121,266 | 29.47% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 486,537 | 4,082 | 0.0% | 0.0% | 18 | -464,299 | -48.83% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 486,217 | 4,079 | 0.0% | 0.01% | 19 | -781,172 | -61.64% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 412,512 | 3,460 | 0.03% | 0.03% | 20 | -38,085 | -8.45% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 403,387 | 3,384 | 0.0% | — | 21 | +403,387 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 346,555 | 2,908 | 0.0% | 0.0% | 22 | -4,092 | -1.17% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 342,124 | 2,870 | 0.0% | 0.0% | 23 | +105,407 | 44.53% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 309,967 | 2,600 | 0.0% | 0.0% | 24 | +9,386 | 3.12% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 283,877 | 2,381 | 0.07% | 0.06% | 25 | +35,170 | 14.14% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 280,684 | 2,354 | 0.0% | 0.0% | 26 | -3,360 | -1.18% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 275,130 | 2,308 | 0.0% | 0.0% | 27 | +106,291 | 62.95% | Q4 2025 | Jan 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 271,495 | 2,277 | 0.02% | 0.02% | 28 | -38,802 | -12.5% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 249,135 | 2,090 | 0.0% | 0.0% | 29 | +14,218 | 6.05% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 245,394 | 2,064 | 0.0% | 0.0% | 30 | +38,903 | 18.84% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 238,119 | 1,997 | 0.01% | — | 31 | +238,119 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 218,361 | 1,832 | 0.0% | 0.0% | 32 | -73,380 | -25.15% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 209,393 | 1,756 | 0.01% | 0.01% | 33 | +35,758 | 20.59% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 198,412 | 1,664 | 0.0% | 0.0% | 34 | +12,867 | 6.93% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 188,656 | 1,582 | 0.0% | 0.0% | 35 | +9,592 | 5.36% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 187,375 | 1,572 | 0.0% | 0.0% | 36 | +905 | 0.49% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 186,704 | 1,566 | 0.0% | 0.0% | 37 | +39,819 | 27.11% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 184,700 | 1,549 | 0.02% | 0.02% | 38 | -32,662 | -15.03% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 179,897 | 1,509 | 0.0% | 0.0% | 39 | -52,533 | -22.6% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 176,116 | 1,477 | 0.0% | 0.0% | 40 | -255,829 | -59.23% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 175,468 | 1,472 | 0.03% | — | 41 | +175,468 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 167,274 | 1,403 | 0.03% | 0.02% | 42 | +85,278 | 104.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 136,149 | 1,142 | 0.03% | 0.01% | 43 | +105,905 | 350.17% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 127,194 | 1,067 | 0.02% | 0.04% | 44 | -17,070 | -11.83% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 125,967 | 1,056 | 0.0% | 0.0% | 45 | +14,767 | 13.28% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 121,209 | 1,016 | 0.0% | 0.0% | 46 | +46,241 | 61.68% | Q4 2025 | Jan 23, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 115,926 | 972 | 0.19% | 0.16% | 47 | -1,456 | -1.24% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 115,592 | 969 | 0.01% | 0.01% | 48 | +7,207 | 6.65% | Q4 2025 | Jan 20, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 112,391 | 942 | 0.0% | 0.0% | 49 | +25,520 | 29.38% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 107,682 | 903 | 0.01% | 0.01% | 50 | -39,431 | -26.8% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 105,136 | 882 | 0.0% | 0.0% | 51 | +39,533 | 60.26% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 102,263 | 857 | 0.0% | 0.0% | 52 | +38,265 | 59.79% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 100,128 | 840 | 0.0% | 0.0% | 53 | +57,393 | 134.3% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,519 | 826 | 0.0% | 0.0% | 54 | +67,559 | 218.21% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 94,949 | 796 | 0.04% | 0.03% | 55 | +24,089 | 34.0% | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | No change | 93,911 | 787 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,594 | 785 | 0.0% | 0.0% | 57 | +13,563 | 16.95% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 90,414 | 758 | 0.02% | 0.02% | 58 | -150 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 90,039 | 755 | 0.0% | 0.0% | 59 | +70,472 | 360.16% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 89,076 | 747 | 0.1% | 0.09% | 60 | +3,730 | 4.37% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 87,673 | 735 | 0.04% | 0.03% | 61 | +12,962 | 17.35% | Q4 2025 | Jan 21, 2026 |
| BSW Wealth Partners | History | Added to | 85,720 | 719 | 0.09% | 0.07% | 62 | +4,839 | 5.98% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 85,259 | 715 | 0.0% | 0.0% | 63 | -2,841 | -3.22% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 86,193 | 700 | 0.0% | 0.0% | 64 | +24,656 | 40.07% | Q4 2025 | Mar 09, 2026 |
| Gallacher Capital Management LLC | History | Added to | 83,086 | 697 | 0.27% | 0.24% | 65 | +105 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Summit Global Investments | History | Reduced | 82,671 | 694 | 0.04% | 0.04% | 66 | -9,796 | -10.59% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 82,651 | 693 | 0.0% | 0.0% | 67 | -3,019 | -3.52% | Q4 2025 | Feb 17, 2026 |
| SG Trading Solutions, LLC | History | New | 81,210 | 681 | 0.16% | — | 68 | +81,210 | New | Q4 2025 | Feb 24, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 75,079 | 629 | 0.16% | 0.14% | 69 | +2,243 | 3.08% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 74,011 | 620 | 0.0% | 0.0% | 70 | +40,586 | 121.42% | Q4 2025 | Feb 06, 2026 |
| Abacus Wealth Partners, LLC | History | New | 72,569 | 608 | 0.06% | — | 71 | +72,569 | New | Q4 2025 | Feb 05, 2026 |
| Centiva Capital, LP | History | New | 71,899 | 603 | 0.0% | — | 72 | +71,899 | New | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 68,536 | 575 | 0.03% | 0.01% | 73 | +36,303 | 112.63% | Q4 2025 | Jan 22, 2026 |
| Ballentine Partners, LLC | History | Reduced | 66,479 | 557 | 0.01% | 0.01% | 74 | -2,655 | -3.84% | Q4 2025 | Feb 03, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 63,906 | 536 | 0.02% | 0.02% | 75 | +1,136 | 1.81% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Reduced | 58,753 | 492 | 0.0% | 0.0% | 76 | -8,078 | -12.09% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 57,822 | 485 | 0.0% | 0.0% | 77 | +9,608 | 19.93% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 55,622 | 483 | 0.0% | 0.0% | 78 | +10,298 | 22.72% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 54,623 | 458 | 0.0% | 0.0% | 79 | -862 | -1.55% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 54,233 | 457 | 0.01% | 0.0% | 80 | +15,797 | 41.1% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 54,219 | 454 | 0.0% | 0.0% | 81 | +3,066 | 5.99% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 54,028 | 453 | 0.01% | — | 82 | +54,028 | New | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 53,413 | 448 | 0.06% | 0.05% | 83 | +3,869 | 7.81% | Q4 2025 | Jan 08, 2026 |
| Optas, LLC | History | Added to | 52,241 | 438 | 0.07% | 0.05% | 84 | +11,528 | 28.32% | Q4 2025 | Jan 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 50,393 | 422 | 0.0% | 0.0% | 85 | +6,543 | 14.92% | Q4 2025 | Feb 02, 2026 |
| DMC Group, LLC | History | Reduced | 49,750 | 417 | 0.28% | 0.31% | 86 | -11,567 | -18.86% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 49,640 | 416 | 0.0% | 0.0% | 87 | -5,325 | -9.69% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | Added to | 49,006 | 414 | 0.02% | 0.01% | 88 | +37,589 | 329.24% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 48,451 | 406 | 0.01% | 0.01% | 89 | +14,878 | 44.32% | Q4 2025 | Jan 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 46,973 | 394 | 0.01% | 0.0% | 90 | +33,975 | 261.39% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 45,637 | 385 | 0.01% | 0.02% | 91 | +6,054 | 15.29% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,603 | 382 | 0.0% | 0.0% | 92 | +14,482 | 46.53% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 44,876 | 376 | 0.0% | 0.0% | 93 | +20,477 | 83.93% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | New | 43,869 | 368 | 0.0% | — | 94 | +43,869 | New | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Added to | 43,587 | 365 | 0.02% | 0.02% | 95 | +2,152 | 5.19% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 42,647 | 357 | 0.0% | 0.0% | 96 | +1,148 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 42,527 | 356 | 0.0% | — | 97 | +42,527 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 40,662 | 341 | 0.0% | 0.0% | 98 | +4,535 | 12.55% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 39,500 | 331 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Qtron Investments LLC | History | Added to | 39,430 | 330 | 0.04% | 0.01% | 100 | +26,371 | 201.94% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Added to | 38,328 | 321 | 0.0% | 0.0% | 101 | +2,773 | 7.8% | Q4 2025 | Jan 30, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 38,166 | 320 | 0.0% | 0.0% | 102 | +2,639 | 7.43% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 36,082 | 302 | 0.0% | — | 103 | +36,082 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 35,445 | 297 | 0.0% | 0.0% | 104 | +9,230 | 35.21% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 34,629 | 290 | 0.01% | 0.01% | 105 | +6,760 | 24.26% | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 34,414 | 288 | 0.01% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| South Dakota Investment Council | History | Reduced | 33,100 | 278 | 0.01% | 0.01% | 107 | -3,200 | -8.82% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 32,948 | 276 | 0.14% | — | 108 | +32,948 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 30,133 | 252 | 0.0% | — | 109 | +30,133 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 30,088 | 252 | 0.0% | 0.0% | 110 | +164 | 0.55% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 28,000 | 251 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 29,501 | 247 | 0.01% | 0.01% | 112 | +2,449 | 9.05% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Advisors Inc. | History | New | 27,088 | 243 | 0.02% | — | 114 | +27,088 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,072 | 243 | 0.0% | 0.0% | 113 | +902 | 3.2% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 28,756 | 241 | 0.03% | 0.03% | 115 | -1,311 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,501 | 230 | 0.0% | 0.0% | 116 | -348 | -1.25% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 26,635 | 223 | 0.0% | 0.0% | 117 | +5,002 | 23.12% | Q4 2025 | Feb 09, 2026 |
| EntryPoint Capital, LLC | History | Added to | 26,283 | 220 | 0.09% | 0.04% | 119 | +11,578 | 78.74% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26,321 | 220 | 0.01% | 0.01% | 118 | +531 | 2.06% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 26,023 | 218 | 0.01% | 0.01% | 120 | +5,503 | 26.82% | Q4 2025 | Jan 05, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 25,291 | 212 | 0.04% | 0.04% | 121 | +5,702 | 29.11% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 24,250 | 203 | 0.0% | 0.0% | 122 | +2,405 | 11.01% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 23,665 | 198 | 0.01% | — | 123 | +23,665 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 23,507 | 197 | 0.01% | 0.0% | 124 | -1,065 | -4.33% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 22,208 | 186 | 0.0% | 0.0% | 125 | +1,176 | 5.59% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 21,392 | 179 | 0.0% | 0.0% | 127 | +1,231 | 6.11% | Q4 2025 | Feb 04, 2026 |
| West Family Investments, Inc. | History | No change | 21,449 | 179 | 0.04% | 5.25% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,870 | 175 | 0.0% | 0.0% | 129 | +2,997 | 16.77% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,899 | 175 | 0.0% | 0.0% | 128 | +1,772 | 9.26% | Q4 2025 | Jan 16, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 20,401 | 171 | 0.05% | 0.02% | 130 | +498 | 2.5% | Q4 2025 | Jan 27, 2026 |
| GREENLEAF TRUST | History | Added to | 20,051 | 168 | 0.0% | 0.0% | 131 | +64 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Canopy Partners, LLC | History | Added to | 19,793 | 166 | 0.05% | 0.04% | 132 | +1,829 | 10.18% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | New | 19,742 | 165 | 0.04% | — | 133 | +19,742 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,429 | 163 | 0.0% | 0.0% | 135 | +7,690 | 65.51% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,441 | 163 | 0.0% | 0.0% | 134 | +5,606 | 40.52% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,700 | 156 | 0.0% | — | 136 | +18,700 | New | Q4 2025 | Feb 18, 2026 |
| State of Wyoming | History | Added to | 18,543 | 155 | 0.02% | 0.01% | 138 | +4,951 | 36.43% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 18,500 | 155 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | New | 18,400 | 154 | 0.0% | — | 139 | +18,400 | New | Q4 2025 | Feb 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 18,454 | 154 | 0.03% | 0.03% | 140 | -113 | -0.61% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | New | 18,162 | 152 | 0.0% | — | 141 | +18,162 | New | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | New | 17,563 | 147 | 0.04% | — | 142 | +17,563 | New | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 15,943 | 147 | 0.01% | — | 143 | +15,943 | New | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 17,121 | 143 | 0.0% | 0.0% | 144 | -2,487 | -12.68% | Q4 2025 | Feb 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 16,783 | 140 | 0.03% | 0.05% | 145 | -16,974 | -50.28% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | Added to | 17,843 | 139 | 0.0% | 0.0% | 146 | +116 | 0.65% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 16,369 | 137 | 0.0% | 0.0% | 147 | +2,008 | 13.98% | Q4 2025 | Jan 23, 2026 |
| Successful Portfolios LLC | History | No change | 15,000 | 136 | 0.07% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | New | 15,655 | 131 | 0.0% | — | 149 | +15,655 | New | Q4 2025 | Feb 19, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,223 | 127 | 0.01% | — | 151 | +15,223 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 15,238 | 127 | 0.01% | 0.01% | 150 | +988 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 15,081 | 126 | 0.0% | 0.0% | 153 | -7,730 | -33.89% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 15,029 | 126 | 0.01% | 0.01% | 154 | +3,565 | 31.1% | Q4 2025 | Jan 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 15,049 | 126 | 0.0% | 0.0% | 152 | +1,545 | 11.44% | Q4 2025 | Feb 09, 2026 |
| Greenspring Advisors, LLC | History | New | 14,839 | 124 | 0.01% | — | 155 | +14,839 | New | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 14,717 | 123 | 0.0% | — | 156 | +14,717 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,750 | 123 | 0.0% | 0.0% | 157 | +13,828 | 1499.78% | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Reduced | 14,521 | 121 | 0.04% | 0.03% | 158 | -14 | -0.1% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 13,509 | 119 | 0.0% | — | 159 | +13,509 | New | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 14,007 | 117 | 0.0% | 0.0% | 160 | -2,981 | -17.55% | Q4 2025 | Jan 16, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 14,026 | 117 | 0.02% | 0.02% | 161 | -430 | -2.97% | Q4 2025 | Jan 27, 2026 |
| Syverson Strege & Co | History | Reduced | 13,771 | 115 | 0.03% | 0.02% | 162 | -222 | -1.59% | Q4 2025 | Feb 09, 2026 |
| Five Oceans Advisors | History | No change | 13,507 | 113 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NewEdge Wealth, LLC | History | New | 13,429 | 112 | 0.0% | — | 164 | +13,429 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 13,171 | 111 | 0.0% | 0.0% | 165 | +258 | 2.0% | Q4 2025 | Jan 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 12,644 | 106 | 0.03% | 0.02% | 166 | -734 | -5.49% | Q4 2025 | Jan 27, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 12,473 | 104 | 0.01% | — | 167 | +12,473 | New | Q4 2025 | Jan 13, 2026 |
| Cromwell Holdings LLC | History | No change | 12,467 | 104 | 0.06% | 0.05% | 168 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,204 | 102 | 0.0% | 0.0% | 169 | +106 | 0.88% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | New | 12,002 | 100 | 0.01% | — | 170 | +12,002 | New | Q4 2025 | Jan 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 11,873 | 99 | 0.0% | — | 171 | +11,873 | New | Q4 2025 | Jan 16, 2026 |
| Brio Consultants, LLC | History | New | 11,814 | 99 | 0.01% | — | 173 | +11,814 | New | Q4 2025 | Feb 04, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 11,908 | 99 | 0.01% | 0.0% | 172 | +690 | 6.15% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | New | 11,782 | 98 | 0.0% | — | 175 | +11,782 | New | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 11,739 | 98 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 11,270 | 94 | 0.02% | — | 177 | +11,270 | New | Q4 2025 | Mar 04, 2026 |
| Diversified Trust Co | History | Reduced | 11,209 | 94 | 0.0% | 0.0% | 176 | -1,185 | -9.56% | Q4 2025 | Jan 09, 2026 |
| R Squared Ltd | History | Reduced | 11,020 | 92 | 0.04% | 0.04% | 178 | -657 | -5.63% | Q4 2025 | Jan 30, 2026 |
| AlTi Global, Inc. | History | New | 10,951 | 91 | 0.0% | — | 180 | +10,951 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 10,928 | 91 | 0.01% | — | 179 | +10,928 | New | Q4 2025 | Feb 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 10,871 | 91 | 0.03% | — | 181 | +10,871 | New | Q4 2025 | Jan 29, 2026 |
| Frec Markets, Inc. | History | New | 10,550 | 88 | 0.03% | — | 184 | +10,550 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 10,553 | 88 | 0.0% | 0.0% | 182 | -8,306 | -44.04% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,607 | 88 | 0.0% | 0.0% | 183 | +251 | 2.42% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 10,194 | 85 | 0.0% | 0.0% | 185 | -95,497 | -90.35% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,040 | 75 | 0.0% | — | 186 | +9,040 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,587 | 63 | 0.0% | 0.0% | 187 | +999 | 15.16% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,163 | 43 | 0.0% | 0.0% | 188 | -3,024 | -36.94% | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 5,207 | 43 | 0.03% | 0.03% | 189 | -105 | -1.98% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,001 | 41 | 0.0% | 0.0% | 190 | +2,515 | 101.17% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,817 | 40 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,714 | 39 | 0.0% | 0.0% | 192 | +3,291 | 231.27% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,688 | 39 | 0.0% | 0.0% | 193 | -541 | -10.35% | Q4 2025 | Mar 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,022 | 34 | 0.0% | 0.0% | 194 | +1,034 | 34.61% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,380 | 28 | 0.0% | 0.0% | 195 | +246 | 7.85% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 3,042 | 25 | 0.0% | — | 196 | +3,042 | New | Q4 2025 | Feb 05, 2026 |
| V-Square Quantitative Management LLC | History | New | 2,939 | 24 | 0.0% | — | 197 | +2,939 | New | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,777 | 23 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Addison Advisors LLC | History | Added to | 2,594 | 21 | 0.0% | 0.0% | 199 | +976 | 60.32% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 2,568 | 21 | 0.01% | 0.0% | 200 | +612 | 31.29% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | New | 2,114 | 19 | 0.0% | — | 202 | +2,114 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,273 | 19 | 0.0% | 0.0% | 203 | +409 | 21.94% | Q4 2025 | Jan 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,303 | 19 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 2,188 | 18 | 0.0% | — | 204 | +2,188 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,078 | 17 | 0.0% | 0.0% | 205 | +1,934 | 1343.06% | Q4 2025 | Feb 11, 2026 |
| Clean Yield Group | History | No change | 2,019 | 16 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,698 | 14 | 0.0% | 0.0% | 207 | +1,136 | 202.14% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,465 | 12 | 0.0% | 0.01% | 209 | +322 | 28.17% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 1,452 | 12 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,312 | 11 | 0.0% | — | 211 | +1,312 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,361 | 11 | 0.0% | 0.0% | 212 | +266 | 24.29% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Added to | 1,343 | 11 | 0.0% | 0.0% | 213 | +186 | 16.08% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 1,368 | 11 | 0.0% | 0.0% | 210 | +3 | 0.22% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,205 | 10 | 0.0% | 0.0% | 214 | +1,181 | 4920.83% | Q4 2025 | Feb 02, 2026 |
| MASECO LLP | History | No change | 1,078 | 9 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Elyxium Wealth, LLC | History | New | 1,066 | 8 | 0.0% | — | 216 | +1,066 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 859 | 7 | 0.0% | 0.0% | 218 | -6,583 | -88.46% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 897 | 7 | 0.0% | 0.0% | 217 | +83 | 10.2% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 796 | 6 | 0.0% | 0.0% | 221 | +657 | 472.66% | Q4 2025 | Feb 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 820 | 6 | 0.0% | 0.0% | 219 | +152 | 22.75% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 800 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 616 | 5 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 578 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 677 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 570 | 4 | 0.0% | — | 227 | +570 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 562 | 4 | 0.0% | — | 225 | +562 | New | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 521 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | New | 363 | 3 | 0.0% | — | 230 | +363 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 434 | 3 | 0.0% | — | 231 | +308 | 244.44% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 407 | 3 | 0.0% | 0.0% | 229 | -266 | -39.52% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 392 | 3 | 0.0% | 0.0% | 228 | +59 | 17.72% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | New | 282 | 2 | 0.0% | — | 233 | +282 | New | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | New | 245 | 2 | 0.0% | — | 236 | +245 | New | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 245 | 2 | 0.0% | 0.0% | 234 | -21 | -7.89% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 325 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 319 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 157 | 1 | 0.0% | 0.0% | 240 | -297 | -65.42% | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 238 | 1 | 0.0% | — | 242 | +238 | New | Q4 2025 | Mar 04, 2026 |
| SJS Investment Consulting Inc. | History | New | 210 | 1 | 0.0% | — | 243 | +210 | New | Q4 2025 | Jan 21, 2026 |
| JNBA Financial Advisors | History | New | 177 | 1 | 0.0% | — | 239 | +177 | New | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | New | 146 | 1 | 0.0% | — | 237 | +146 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 226 | 1 | 0.0% | 0.0% | 241 | -69 | -23.39% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 135 | 1 | 0.0% | — | 238 | +40 | 42.11% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 120 | 1 | 0.0% | — | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -105,691 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,999 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -62,900 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -62,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -61,269 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,923 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,998 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,990 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,523 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,249 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 03, 2025 |
| VIRTUS ADVISERS, LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 60 | 0 | — | — | — | +11 | 22.45% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | Reduced | 69 | 0 | — | — | — | -6 | -8.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |