EXCHANGE TRADED CONCEPTS TRUST - NUKZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 40 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Added to | 183,830 | 11,673 | 0.01% | 0.01% | 1 | +58,567 | 46.76% | Q4 2025 | Feb 17, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 174,599 | 11,087 | 7.09% | 6.9% | 2 | +13,338 | 8.27% | Q4 2025 | Jan 12, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 139,865 | 8,881 | 2.63% | 2.81% | 3 | -1,267 | -0.9% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 96,290 | 6,114 | 0.13% | 0.15% | 4 | -384 | -0.4% | Q4 2025 | Feb 02, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 76,114 | 4,833 | 2.82% | 3.04% | 5 | -1,801 | -2.31% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 76,100 | 4,832 | 0.0% | 0.0% | 6 | +54,500 | 252.31% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 69,852 | 4,435 | 0.48% | 0.32% | 7 | +26,174 | 59.92% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,985 | 4,190 | 0.0% | 0.0% | 8 | +9,054 | 15.9% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,272 | 3,382 | 0.0% | 0.0% | 9 | +21,739 | 68.94% | Q4 2025 | Feb 17, 2026 |
| HERBST GROUP, LLC | History | Added to | 52,501 | 3,333 | 1.96% | 2.06% | 10 | +1,647 | 3.24% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 52,461 | 3,331 | 0.0% | 0.0% | 11 | +3,679 | 7.54% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 52,244 | 3,317 | 0.22% | 0.19% | 12 | +9,334 | 21.75% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 47,640 | 3,025 | 0.0% | 0.0% | 13 | +13,951 | 41.41% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,728 | 2,903 | 0.01% | 0.01% | 14 | -782 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Added to | 41,445 | 2,631 | 0.91% | 0.59% | 15 | +10,377 | 33.4% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,769 | 2,461 | 0.0% | 0.0% | 16 | +20,015 | 106.72% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 38,520 | 2,446 | 0.02% | 0.03% | 17 | -30,290 | -44.02% | Q4 2025 | Jan 05, 2026 |
| Belvedere Trading LLC | History | New | 37,061 | 2,353 | 0.0% | — | 18 | +37,061 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 33,782 | 2,145 | 0.07% | 0.11% | 19 | -10,668 | -24.0% | Q4 2025 | Jan 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 32,825 | 2,084 | 1.57% | 1.64% | 20 | +4,572 | 16.18% | Q4 2025 | Jan 20, 2026 |
| Trek Financial, LLC | History | New | 31,994 | 2,031 | 0.12% | — | 21 | +31,994 | New | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,768 | 1,890 | 0.0% | 0.0% | 22 | +6,712 | 29.11% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,683 | 1,885 | 0.0% | 0.0% | 23 | +8,188 | 38.09% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 27,706 | 1,759 | 0.0% | 0.0% | 24 | +16,575 | 148.91% | Q4 2025 | Jan 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 24,464 | 1,553 | 0.17% | 0.05% | 25 | +17,119 | 233.07% | Q4 2025 | Jan 29, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 24,089 | 1,529 | 0.85% | — | 26 | +24,089 | New | Q4 2025 | Feb 06, 2026 |
| Financial Partners Group, Inc | History | Added to | 21,919 | 1,521 | 0.18% | 0.12% | 27 | +6,617 | 43.24% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,801 | 1,511 | 0.07% | 0.07% | 28 | +2,164 | 10.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,762 | 1,445 | 0.0% | 0.0% | 29 | +9,253 | 68.5% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,641 | 1,437 | 0.01% | 0.0% | 30 | +8,334 | 58.25% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 21,043 | 1,336 | 0.02% | 0.03% | 31 | +1,115 | 5.6% | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,480 | 1,300 | 0.03% | — | 32 | +20,480 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 18,711 | 1,188 | 0.06% | — | 33 | +18,711 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 17,047 | 1,082 | 0.05% | 0.02% | 34 | +10,095 | 145.21% | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Added to | 15,918 | 1,010 | 0.28% | 0.29% | 35 | +713 | 4.69% | Q4 2025 | Jan 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 15,823 | 1,004 | 0.06% | 0.06% | 36 | +450 | 2.93% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,709 | 998 | 0.0% | — | 37 | +15,709 | New | Q4 2025 | Feb 17, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | New | 14,490 | 920 | 0.59% | — | 38 | +14,490 | New | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | New | 14,288 | 907 | 0.08% | — | 39 | +14,288 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,070 | 893 | 0.0% | 0.0% | 40 | +3,260 | 30.16% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,989 | 888 | 0.05% | 0.03% | 41 | +7,798 | 125.96% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,657 | 867 | 0.01% | 0.01% | 42 | +625 | 4.8% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,371 | 849 | 0.01% | 0.01% | 43 | -116 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 13,362 | 848 | 0.01% | 0.01% | 44 | +2,473 | 22.71% | Q4 2025 | Feb 13, 2026 |
| CMC Financial Group | History | Reduced | 13,139 | 834 | 1.49% | 1.58% | 45 | -10 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | New | 13,052 | 828 | 0.01% | — | 46 | +13,052 | New | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,827 | 814 | 0.01% | 0.0% | 47 | +4,168 | 48.13% | Q4 2025 | Feb 12, 2026 |
| Somerset Trust Co | History | Added to | 12,779 | 811 | 0.25% | 0.21% | 48 | +2,268 | 21.58% | Q4 2025 | Jan 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,687 | 805 | 0.01% | 0.01% | 49 | +736 | 6.16% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,127 | 770 | 0.0% | 0.0% | 50 | +822 | 7.27% | Q4 2025 | Feb 18, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 12,045 | 764 | 0.14% | 0.36% | 51 | -20,211 | -62.66% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,523 | 731 | 0.01% | 0.01% | 52 | +86 | 0.75% | Q4 2025 | Jan 22, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,275 | 723 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,201 | 711 | 0.0% | 0.0% | 54 | +2,692 | 31.64% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 10,307 | 654 | 0.15% | 0.14% | 55 | +1,329 | 14.8% | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 10,067 | 639 | 0.0% | — | 56 | +10,067 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,665 | 613 | 0.01% | 0.01% | 57 | +476 | 5.18% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,154 | 581 | 0.02% | 0.01% | 58 | +3,280 | 55.84% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 9,073 | 576 | 0.06% | 0.06% | 59 | +84 | 0.93% | Q4 2025 | Jan 27, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 8,953 | 568 | 0.28% | 0.24% | 60 | +1,333 | 17.49% | Q4 2025 | Feb 12, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 8,937 | 567 | 0.86% | 0.6% | 61 | +3,031 | 51.32% | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,372 | 564 | 0.06% | 0.05% | 62 | +953 | 12.85% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,711 | 553 | 0.03% | 0.04% | 63 | -5,609 | -39.17% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,258 | 524 | 0.0% | 0.0% | 64 | +431 | 5.51% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,398 | 502 | 0.0% | 0.0% | 65 | +925 | 14.29% | Q4 2025 | Jan 08, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 7,893 | 501 | 0.02% | 0.02% | 66 | -134 | -1.67% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,844 | 498 | 0.01% | 0.01% | 67 | +50 | 0.64% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,494 | 475 | 0.02% | — | 68 | +7,494 | New | Q4 2025 | Feb 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,507 | 413 | 0.05% | — | 69 | +6,507 | New | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,495 | 412 | 0.0% | 0.0% | 70 | +3,675 | 130.32% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 6,314 | 400 | 0.0% | 0.0% | 71 | +1,359 | 27.43% | Q4 2025 | Feb 17, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 6,156 | 390 | 0.12% | — | 72 | +6,156 | New | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 6,035 | 383 | 0.07% | 0.06% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 5,965 | 378 | 0.07% | 0.05% | 74 | +1,854 | 45.1% | Q4 2025 | Feb 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 5,835 | 373 | 0.03% | — | 75 | +5,835 | New | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 5,720 | 363 | 0.0% | — | 76 | +5,720 | New | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,690 | 361 | 0.0% | — | 77 | +5,690 | New | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 5,600 | 355 | 0.12% | 0.13% | 78 | +50 | 0.9% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,456 | 346 | 0.0% | 0.0% | 79 | +20 | 0.37% | Q4 2025 | Mar 09, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 5,310 | 337 | 0.05% | — | 80 | +5,310 | New | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,259 | 334 | 0.0% | — | 81 | +5,259 | New | Q4 2025 | Feb 11, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,172 | 328 | 0.1% | 0.11% | 82 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 4,564 | 324 | 0.12% | 0.17% | 83 | -1,222 | -21.12% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,503 | 285 | 0.03% | 0.02% | 84 | +1,323 | 41.6% | Q4 2025 | Jan 22, 2026 |
| UMB Bank, n.a. | History | No change | 4,442 | 282 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,391 | 279 | 0.03% | 0.03% | 86 | +538 | 13.96% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 4,359 | 276 | 0.03% | 0.03% | 87 | +331 | 8.22% | Q4 2025 | Jan 09, 2026 |
| IPG Investment Advisors LLC | History | No change | 4,330 | 274 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 4,175 | 265 | 0.02% | 0.02% | 89 | +450 | 12.08% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,047 | 256 | 0.01% | 0.01% | 90 | +203 | 5.28% | Q4 2025 | Feb 13, 2026 |
| Anson Capital, Inc. | History | No change | 4,013 | 254 | 0.18% | 0.2% | 91 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,990 | 253 | 0.01% | 0.01% | 92 | +850 | 27.07% | Q4 2025 | Feb 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 3,950 | 250 | 0.1% | — | 93 | +3,950 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,649 | 231 | 0.0% | 0.0% | 94 | +386 | 11.83% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | New | 3,577 | 227 | 0.0% | — | 95 | +3,577 | New | Q4 2025 | Feb 13, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 3,550 | 225 | 0.0% | — | 96 | +3,550 | New | Q4 2025 | Jan 16, 2026 |
| SMITH, MOORE & CO. | History | New | 3,538 | 224 | 0.02% | — | 97 | +3,538 | New | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 3,233 | 205 | 0.0% | 0.0% | 98 | -43,696 | -93.11% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 3,213 | 204 | 0.03% | — | 99 | +3,213 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,355 | 149 | 0.0% | 0.0% | 100 | +50 | 2.17% | Q4 2025 | Mar 16, 2026 |
| Accordant Advisory Group Inc | History | Added to | 2,065 | 131 | 0.09% | 0.09% | 101 | +116 | 5.95% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 1,962 | 125 | 0.0% | 0.0% | 102 | +25 | 1.29% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,906 | 121 | 0.0% | 0.0% | 103 | +27 | 1.44% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 1,704 | 120 | 0.01% | — | 104 | +1,704 | New | Q4 2025 | Jan 21, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,712 | 108 | 0.0% | 0.0% | 105 | -842 | -32.97% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,640 | 104 | 0.0% | 0.0% | 106 | +1,160 | 241.67% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,437 | 91 | 0.0% | 0.0% | 107 | +1,209 | 530.26% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,367 | 86 | 0.0% | 0.0% | 108 | +513 | 60.07% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,331 | 84 | 0.0% | 0.0% | 109 | +179 | 15.54% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,208 | 76 | 0.0% | 0.0% | 110 | +733 | 154.32% | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,187 | 75 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,179 | 74 | 0.0% | 0.0% | 112 | +679 | 135.8% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | No change | 824 | 52 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | New | 800 | 51 | 0.0% | — | 114 | +800 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 801 | 50 | 0.0% | 0.0% | 115 | +1 | 0.13% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 786 | 49 | 0.0% | 0.0% | 116 | +610 | 346.59% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 771 | 48 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | New | 716 | 45 | 0.0% | — | 118 | +716 | New | Q4 2025 | Jan 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 700 | 44 | 0.02% | 0.01% | 120 | +112 | 19.05% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 696 | 44 | 0.0% | 0.0% | 119 | +99 | 16.58% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 650 | 41 | 0.0% | 0.0% | 121 | -1,442 | -68.93% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 575 | 36 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 565 | 35 | 0.0% | 0.0% | 123 | +79 | 16.26% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 540 | 34 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 535 | 33 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | New | 500 | 31 | 0.0% | — | 126 | +500 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 462 | 29 | 0.01% | — | 127 | +462 | New | Q4 2025 | Feb 05, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 360 | 26 | 0.0% | 0.01% | 128 | -305 | -45.86% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | New | 409 | 25 | 0.0% | — | 129 | +409 | New | Q4 2025 | Jan 26, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 395 | 25 | 0.02% | 0.01% | 130 | +115 | 41.07% | Q4 2025 | Feb 10, 2026 |
| Operose Advisors LLC | History | No change | 384 | 24 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 378 | 23 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 300 | 19 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Biltmore Family Office, LLC | History | Added to | 252 | 16 | 0.0% | 0.0% | 134 | +142 | 129.09% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ADIRONDACK TRUST CO | History | No change | 220 | 13 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| N.E.W. Advisory Services LLC | History | New | 202 | 12 | 0.0% | — | 139 | +202 | New | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 200 | 12 | 0.0% | — | 138 | +200 | New | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Reduced | 170 | 10 | 0.0% | 0.0% | 140 | -75 | -30.61% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 160 | 10 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | New | 151 | 9 | 0.0% | — | 142 | +151 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | New | 145 | 9 | 0.0% | — | 143 | +145 | New | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 130 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | No change | 134 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 101 | 6 | 0.0% | — | 147 | +101 | New | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 100 | 6 | 0.0% | — | 146 | +100 | New | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 50 | 3 | 0.0% | — | 149 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 45 | 2 | 0.0% | — | 150 | +45 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | New | 34 | 2 | 0.0% | — | 151 | +34 | New | Q4 2025 | Jan 12, 2026 |
| Copia Wealth Management | History | No change | 40 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 153 | -75 | -76.53% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 27 | 1 | 0.0% | — | 154 | +27 | New | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 25 | 1 | 0.0% | — | 155 | +25 | New | Q4 2025 | Feb 11, 2026 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -97,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,635 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,553 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,260 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,924 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -596 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 09, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |