Nushares ETF Trust - NULG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,178,572 | 310,864 | 0.02% | 0.02% | 1 | -259,250 | -7.54% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,644,281 | 258,610 | 0.62% | 0.63% | 2 | +43,164 | 1.66% | Q4 2025 | Feb 11, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 1,315,300 | 128,636 | 2.89% | — | 3 | +1,315,300 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 971,536 | 95,016 | 0.03% | 0.02% | 4 | +115,242 | 13.46% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 678,284 | 66,336 | 0.09% | 0.08% | 5 | +89,582 | 15.22% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 582,214 | 56,940 | 0.0% | 0.0% | 6 | -4,936 | -0.84% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 521,099 | 50,963 | 0.0% | 0.0% | 7 | +50,429 | 10.71% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 321,787 | 31,470 | 0.01% | 0.01% | 8 | +87,456 | 37.32% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 251,105 | 24,558 | 0.06% | 0.07% | 9 | +3,154 | 1.27% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 244,387 | 23,901 | 0.0% | 0.0% | 10 | -1,207 | -0.49% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 230,810 | 22,573 | 0.01% | 0.01% | 11 | -49,749 | -17.73% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 193,776 | 18,951 | 0.07% | 0.07% | 12 | -662 | -0.34% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 148,822 | 14,554 | 0.0% | 0.0% | 13 | +72,416 | 94.78% | Q4 2025 | Feb 10, 2026 |
| RVW Wealth, LLC | History | Reduced | 138,485 | 13,543 | 1.03% | 1.09% | 14 | -2,474 | -1.76% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 129,547 | 12,669 | 0.09% | 0.1% | 15 | +8,696 | 7.2% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 127,746 | 11,945 | 0.02% | 0.02% | 16 | +8,260 | 6.91% | Q4 2025 | Feb 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 115,525 | 11,298 | 0.15% | 0.16% | 17 | -2,813 | -2.38% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 110,917 | 10,847 | 0.01% | 0.01% | 18 | +23,962 | 27.56% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 108,772 | 10,637 | 0.02% | 0.02% | 19 | +10,110 | 10.25% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 103,058 | 10,079 | 0.2% | 0.19% | 20 | +4,762 | 4.84% | Q4 2025 | Feb 05, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 103,049 | 10,078 | 1.33% | 1.42% | 21 | -2,267 | -2.15% | Q4 2025 | Jan 22, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 103,049 | 10,078 | 5.55% | 5.67% | 22 | +1,346 | 1.32% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 98,396 | 9,819 | 0.01% | 0.01% | 23 | +4,342 | 4.62% | Q4 2025 | Jan 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 99,609 | 9,741 | 0.13% | 0.2% | 24 | -7,739 | -7.21% | Q4 2025 | Feb 06, 2026 |
| Impact Investors, Inc | History | Reduced | 94,849 | 9,276 | 6.43% | 6.41% | 25 | -2,979 | -3.05% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 85,460 | 8,357 | 0.01% | 0.01% | 26 | -487 | -0.57% | Q4 2025 | Feb 06, 2026 |
| DeDora Capital, Inc. | History | Reduced | 73,875 | 7,224 | 1.71% | 1.79% | 27 | -888 | -1.19% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 73,221 | 7,161 | 0.2% | 0.09% | 28 | +58,000 | 381.05% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | Added to | 68,761 | 6,724 | 0.2% | 0.11% | 29 | +34,222 | 99.08% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 68,500 | 6,699 | 0.12% | 0.15% | 30 | +1,237 | 1.84% | Q4 2025 | Feb 06, 2026 |
| Francis Financial, Inc. | History | Reduced | 68,239 | 6,673 | 1.3% | 1.22% | 31 | -538 | -0.78% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 60,232 | 5,890 | 0.01% | 0.01% | 32 | +3,335 | 5.86% | Q4 2025 | Jan 23, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 58,852 | 5,755 | 1.76% | 1.35% | 33 | +1,531 | 2.67% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,763 | 5,552 | 0.0% | — | 34 | +56,763 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 55,267 | 5,405 | 0.03% | 0.03% | 35 | -4,374 | -7.33% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,025 | 5,382 | 0.01% | 0.01% | 36 | +5,485 | 11.07% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 52,736 | 5,157 | 0.0% | 0.0% | 37 | +611 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | New | 51,023 | 4,990 | 2.04% | — | 38 | +51,023 | New | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 46,368 | 4,534 | 0.0% | 0.0% | 39 | +1,150 | 2.54% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 46,284 | 4,526 | 0.02% | 0.02% | 40 | -3,875 | -7.73% | Q4 2025 | Feb 18, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 45,800 | 4,479 | 3.7% | — | 41 | +45,800 | New | Q4 2025 | Feb 05, 2026 |
| TrueWealth Financial Partners | History | New | 45,689 | 4,468 | 3.69% | — | 42 | +45,689 | New | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,480 | 4,159 | 0.01% | 0.0% | 43 | +30,859 | 265.55% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 40,366 | 3,947 | 0.02% | — | 44 | +40,366 | New | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,257 | 3,937 | 0.02% | 0.01% | 45 | +15,203 | 60.68% | Q4 2025 | Feb 13, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 35,585 | 3,480 | 1.29% | 1.37% | 46 | +779 | 2.24% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 35,410 | 3,463 | 1.92% | 1.93% | 47 | -1,229 | -3.35% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 34,940 | 3,417 | 0.0% | 0.0% | 48 | -281 | -0.8% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 31,924 | 3,122 | 0.0% | 0.0% | 49 | +1,290 | 4.21% | Q4 2025 | Jan 30, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 31,757 | 3,105 | 1.34% | 1.43% | 50 | -154 | -0.48% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,616 | 2,996 | 0.0% | 0.01% | 51 | -3,469 | -10.18% | Q4 2025 | Mar 09, 2026 |
| L & S Advisors Inc | History | Added to | 27,900 | 2,728 | 0.25% | 0.27% | 52 | +55 | 0.2% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 27,607 | 2,699 | 0.04% | 0.04% | 53 | -722 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 27,100 | 2,650 | 0.01% | 0.01% | 54 | +2,100 | 8.4% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 26,520 | 2,593 | 0.03% | 0.03% | 55 | -140 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 25,940 | 2,536 | 0.54% | 0.57% | 56 | +99 | 0.38% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Added to | 25,140 | 2,458 | 0.04% | 0.04% | 57 | +36 | 0.14% | Q4 2025 | Feb 03, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 24,048 | 2,351 | 0.28% | 0.27% | 58 | +1,071 | 4.66% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,633 | 2,311 | 0.0% | 0.0% | 59 | +10,999 | 87.06% | Q4 2025 | Feb 12, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 24,990 | 2,311 | 0.92% | 0.95% | 60 | +2,562 | 11.42% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 23,226 | 2,271 | 0.1% | 0.11% | 61 | +221 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisory Team LLC | History | New | 23,191 | 2,268 | 2.0% | — | 63 | +23,191 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 23,191 | 2,268 | 0.02% | 0.02% | 62 | -225 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 22,919 | 2,241 | 0.5% | 0.21% | 64 | +13,849 | 152.69% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 22,649 | 2,215 | 0.01% | 0.01% | 65 | -2,427 | -9.68% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Reduced | 22,224 | 2,173 | 0.0% | 0.0% | 66 | -2,341 | -9.53% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 22,005 | 2,152 | 0.24% | — | 67 | +22,005 | New | Q4 2025 | Feb 02, 2026 |
| Equita Financial Network, Inc. | History | Added to | 21,928 | 2,144 | 0.65% | 0.66% | 68 | +2,338 | 11.93% | Q4 2025 | Jan 29, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 20,903 | 2,044 | 1.07% | — | 69 | +20,903 | New | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 20,160 | 1,971 | 0.1% | 0.12% | 70 | -295 | -1.44% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 20,144 | 1,970 | 0.66% | 0.68% | 71 | -373 | -1.82% | Q4 2025 | Mar 31, 2026 |
| CGN Advisors LLC | History | Reduced | 19,195 | 1,877 | 0.15% | 0.16% | 72 | -803 | -4.02% | Q4 2025 | Jan 05, 2026 |
| NorthRock Partners, LLC | History | Reduced | 19,044 | 1,862 | 0.03% | 0.04% | 73 | -697 | -3.53% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 18,982 | 1,856 | 0.06% | 0.05% | 74 | +1,895 | 11.09% | Q4 2025 | Feb 02, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,207 | 1,780 | 0.31% | 0.49% | 75 | +2,761 | 17.88% | Q4 2025 | Jan 26, 2026 |
| Falcon Wealth Planning | History | Reduced | 17,713 | 1,732 | 0.15% | 0.16% | 76 | -33 | -0.19% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 17,705 | 1,731 | 0.0% | — | 77 | +17,705 | New | Q4 2025 | Mar 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,449 | 1,706 | 0.0% | 0.0% | 78 | -109 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,318 | 1,693 | 0.01% | 0.01% | 79 | +3,792 | 28.03% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,127 | 1,675 | 0.04% | 0.04% | 80 | -122 | -0.71% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 16,677 | 1,630 | 0.04% | 0.04% | 81 | -563 | -3.27% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,382 | 1,602 | 0.0% | 0.0% | 82 | +14,582 | 810.11% | Q4 2025 | Mar 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 16,233 | 1,587 | 0.07% | 0.07% | 83 | -60 | -0.37% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,826 | 1,547 | 0.0% | 0.0% | 84 | -106 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 15,400 | 1,506 | 0.0% | 0.0% | 85 | -672 | -4.18% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,103 | 1,477 | 0.0% | 0.0% | 86 | +4,652 | 44.51% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 14,751 | 1,442 | 0.19% | 0.19% | 87 | +713 | 5.08% | Q4 2025 | Jan 16, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 14,585 | 1,426 | 0.3% | 0.32% | 88 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 14,217 | 1,390 | 0.1% | 0.12% | 89 | -999 | -6.57% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Management LLC | History | New | 13,395 | 1,310 | 1.23% | — | 90 | +13,395 | New | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,330 | 1,303 | 0.06% | 0.08% | 91 | +142 | 1.08% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,161 | 1,287 | 0.27% | 0.28% | 92 | +823 | 6.67% | Q4 2025 | Jan 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 12,827 | 1,254 | 0.11% | 0.11% | 93 | +843 | 7.03% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,668 | 1,238 | 0.01% | 0.01% | 94 | +4,870 | 62.45% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,566 | 1,229 | 0.01% | 0.01% | 95 | -437 | -3.36% | Q4 2025 | Jan 05, 2026 |
| Refined Wealth Management | History | Added to | 12,510 | 1,223 | 0.82% | 0.8% | 96 | +5 | 0.04% | Q4 2025 | Jan 15, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 12,404 | 1,213 | 0.34% | 0.37% | 97 | -740 | -5.63% | Q4 2025 | Jan 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,304 | 1,203 | 0.02% | 0.03% | 98 | +448 | 3.78% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 12,045 | 1,177 | 0.01% | 0.01% | 99 | +2,901 | 31.73% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,035 | 1,177 | 0.06% | 0.06% | 100 | -690 | -5.42% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 11,999 | 1,173 | 0.13% | 0.13% | 101 | +330 | 2.83% | Q4 2025 | Feb 03, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 11,533 | 1,128 | 0.42% | 0.52% | 102 | -1,927 | -14.32% | Q4 2025 | Jan 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 10,660 | 1,042 | 0.12% | 0.12% | 103 | +346 | 3.35% | Q4 2025 | Feb 06, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 10,478 | 1,024 | 0.14% | 0.15% | 104 | +305 | 3.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,447 | 1,021 | 0.02% | 0.02% | 105 | +1,873 | 21.85% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,289 | 1,006 | 0.01% | 0.01% | 106 | +1,302 | 14.49% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,069 | 984 | 0.01% | 0.01% | 107 | -330 | -3.17% | Q4 2025 | Jan 20, 2026 |
| Golden State Equity Partners | History | Reduced | 9,958 | 973 | 0.16% | 0.45% | 108 | -16,974 | -63.03% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | New | 9,690 | 958 | 0.04% | — | 109 | +9,690 | New | Q4 2025 | Feb 12, 2026 |
| May Hill Capital, LLC | History | Added to | 9,690 | 947 | 0.12% | 0.15% | 110 | +4,454 | 85.06% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | New | 9,683 | 946 | 0.04% | — | 111 | +9,683 | New | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,634 | 942 | 0.07% | 0.08% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 9,276 | 907 | 0.01% | 0.0% | 113 | +762 | 8.95% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,162 | 896 | 0.02% | 0.01% | 114 | +2,907 | 46.47% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,708 | 851 | 0.04% | 0.03% | 115 | +3,620 | 71.15% | Q4 2025 | Feb 05, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 8,257 | 807 | 0.53% | 0.53% | 116 | -150 | -1.78% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Added to | 8,355 | 799 | 0.14% | 0.11% | 117 | +2,080 | 33.15% | Q4 2025 | Feb 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 8,164 | 798 | 0.14% | 0.28% | 118 | -7,617 | -48.27% | Q4 2025 | Jan 16, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 8,106 | 792 | 0.26% | 0.29% | 119 | -431 | -5.05% | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | New | 8,065 | 788 | 0.01% | — | 120 | +8,065 | New | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,689 | 751 | 0.1% | 0.12% | 121 | -80 | -1.03% | Q4 2025 | Jan 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 7,424 | 726 | 0.05% | 0.05% | 122 | -20 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Reduced | 7,362 | 720 | 0.0% | 0.0% | 123 | -250 | -3.28% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 7,361 | 719 | 0.05% | 0.05% | 124 | +317 | 4.5% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Added to | 7,087 | 694 | 0.02% | 0.02% | 125 | +210 | 3.05% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 7,019 | 686 | 0.28% | 0.32% | 126 | +6 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,979 | 682 | 0.01% | 0.0% | 127 | +3,787 | 118.64% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | New | 6,883 | 673 | 0.0% | — | 128 | +6,883 | New | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 6,768 | 661 | 0.01% | 0.01% | 129 | +1 | 0.01% | Q4 2025 | Mar 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 6,702 | 655 | 0.2% | 0.22% | 130 | -207 | -3.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 6,499 | 635 | 0.0% | — | 131 | +6,499 | New | Q4 2025 | Feb 05, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 6,497 | 635 | 0.25% | 0.27% | 132 | -353 | -5.15% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,390 | 624 | 0.01% | 0.01% | 133 | +15 | 0.24% | Q4 2025 | Jan 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,308 | 616 | 0.04% | 0.06% | 134 | +110 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 6,142 | 600 | 0.16% | 0.17% | 135 | -60 | -0.97% | Q4 2025 | Jan 23, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 6,112 | 597 | 0.14% | 0.13% | 136 | +411 | 7.21% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | New | 6,077 | 594 | 0.0% | — | 137 | +6,077 | New | Q4 2025 | Feb 17, 2026 |
| RAM Investment Partners, LLC | History | No change | 6,062 | 592 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rede Wealth, LLC | History | New | 6,033 | 590 | 0.21% | — | 139 | +6,033 | New | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,928 | 579 | 0.02% | 0.02% | 141 | +361 | 6.48% | Q4 2025 | Jan 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,923 | 579 | 0.0% | 0.0% | 140 | -110 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Sunrise Financial Services, LLC | History | New | 5,851 | 572 | 0.43% | — | 142 | +5,851 | New | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Added to | 5,836 | 570 | 0.03% | 0.03% | 143 | +43 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 5,813 | 568 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DDFG, Inc | History | Reduced | 5,760 | 563 | 0.12% | 0.13% | 145 | -29 | -0.5% | Q4 2025 | Jan 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 5,747 | 562 | 1.08% | 0.71% | 146 | +69 | 1.22% | Q4 2025 | Jan 21, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 5,699 | 557 | 0.08% | 0.1% | 147 | -1,046 | -15.51% | Q4 2025 | Jan 23, 2026 |
| Davis Wealth Advisors, LLC | History | New | 5,601 | 547 | 0.46% | — | 148 | +5,601 | New | Q4 2025 | Feb 17, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,375 | 525 | 0.43% | — | 150 | +5,375 | New | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,373 | 525 | 0.06% | 0.06% | 149 | -105 | -1.92% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,343 | 522 | 0.02% | 0.03% | 151 | -3,135 | -36.98% | Q4 2025 | Feb 17, 2026 |
| Prism Advisors, Inc. | History | Added to | 5,328 | 521 | 0.14% | 0.14% | 152 | +119 | 2.28% | Q4 2025 | Jan 23, 2026 |
| Beacon Bank & Trust | History | Reduced | 5,310 | 519 | 0.11% | 0.11% | 153 | -45 | -0.84% | Q4 2025 | Feb 17, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 5,268 | 515 | 0.25% | — | 154 | +5,268 | New | Q4 2025 | Jan 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 5,261 | 514 | 0.11% | 0.19% | 155 | -270 | -4.88% | Q4 2025 | Feb 12, 2026 |
| Old Peak Finance LLC | History | New | 5,240 | 512 | 0.32% | — | 156 | +5,240 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,131 | 501 | 0.0% | 0.0% | 157 | +2,844 | 124.36% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,977 | 486 | 0.0% | 0.0% | 158 | -50 | -0.99% | Q4 2025 | Jan 29, 2026 |
| Estate Counselors, LLC | History | Reduced | 4,960 | 485 | 0.04% | 0.06% | 159 | -2,560 | -34.04% | Q4 2025 | Feb 02, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 4,946 | 483 | 0.27% | 0.28% | 160 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,911 | 480 | 0.26% | 0.83% | 161 | -9,489 | -65.9% | Q4 2025 | Jan 28, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,635 | 453 | 0.01% | 0.01% | 162 | -247 | -5.06% | Q4 2025 | Feb 05, 2026 |
| Clarity Wealth Development LLC | History | Added to | 4,564 | 446 | 0.38% | 0.42% | 163 | +37 | 0.82% | Q4 2025 | Feb 11, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 4,531 | 443 | 0.28% | — | 165 | +4,531 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,537 | 443 | 0.0% | 0.0% | 164 | +2 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 4,489 | 439 | 0.02% | 0.03% | 166 | +2 | 0.04% | Q4 2025 | Feb 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 4,443 | 434 | 0.11% | 0.11% | 167 | +91 | 2.09% | Q4 2025 | Jan 20, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,429 | 433 | 0.13% | 0.25% | 168 | -5,267 | -54.32% | Q4 2025 | Feb 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,292 | 419 | 0.42% | — | 169 | +4,292 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Financial Group LLC | History | Reduced | 4,438 | 417 | 0.05% | 0.07% | 170 | -1,329 | -23.04% | Q4 2025 | Feb 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 4,209 | 411 | 0.26% | 0.28% | 171 | -76 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,176 | 408 | 0.01% | 0.02% | 173 | +598 | 16.71% | Q4 2025 | Jan 20, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 4,178 | 408 | 0.05% | 0.05% | 172 | -16 | -0.38% | Q4 2025 | Jan 27, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 4,157 | 406 | 0.06% | 0.06% | 174 | -9 | -0.22% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,121 | 403 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,096 | 400 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 4,046 | 395 | 0.2% | 0.16% | 177 | +747 | 22.64% | Q4 2025 | Jan 30, 2026 |
| Parcion Private Wealth LLC | History | Added to | 3,969 | 388 | 0.02% | 0.02% | 179 | +2 | 0.05% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | No change | 3,973 | 388 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,874 | 378 | 0.35% | — | 180 | +3,874 | New | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,849 | 376 | 0.03% | 0.03% | 181 | -707 | -15.52% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,765 | 368 | 0.0% | 0.0% | 182 | +448 | 13.51% | Q4 2025 | Feb 02, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,653 | 365 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 3,673 | 359 | 0.2% | 0.21% | 184 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,593 | 357 | 0.06% | 0.03% | 185 | +115 | 3.31% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 3,630 | 355 | 0.05% | 0.05% | 186 | -50 | -1.36% | Q4 2025 | Feb 04, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 3,509 | 343 | 0.09% | 0.11% | 187 | -107 | -2.96% | Q4 2025 | Jan 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,477 | 340 | 0.02% | 0.02% | 188 | +380 | 12.27% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,465 | 338 | 0.01% | 0.01% | 189 | -29 | -0.83% | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 3,435 | 335 | 0.11% | 0.12% | 190 | -94 | -2.66% | Q4 2025 | Feb 05, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 3,369 | 329 | 0.12% | 0.14% | 192 | +1 | 0.03% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,370 | 329 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JGP Wealth Management, LLC | History | Added to | 3,261 | 318 | 0.03% | 0.03% | 193 | +973 | 42.53% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,245 | 317 | 0.03% | 0.03% | 194 | +4 | 0.12% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 3,231 | 315 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 3,207 | 313 | 0.11% | 0.12% | 196 | -2 | -0.06% | Q4 2025 | Feb 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 3,112 | 304 | 0.04% | — | 197 | +3,112 | New | Q4 2025 | Jan 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,080 | 301 | 0.0% | 0.0% | 199 | +266 | 9.45% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,083 | 301 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Montis Financial, LLC | History | Reduced | 2,996 | 293 | 0.06% | 0.12% | 200 | -2,202 | -42.36% | Q4 2025 | Feb 11, 2026 |
| Wolff Financial Management LLC | History | Added to | 2,994 | 292 | 0.07% | 0.07% | 201 | +4 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 2,936 | 287 | 0.12% | 0.1% | 203 | +574 | 24.3% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,942 | 287 | 0.0% | 0.0% | 202 | +441 | 17.63% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,925 | 286 | 0.03% | 0.04% | 204 | +34 | 1.18% | Q4 2025 | Jan 22, 2026 |
| Vantage Point Financial LLC | History | Added to | 2,925 | 286 | 0.1% | 0.11% | 205 | +34 | 1.18% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,865 | 282 | 0.01% | 0.01% | 206 | +206 | 7.75% | Q4 2025 | Jan 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,864 | 280 | 0.03% | 0.08% | 207 | -4,406 | -60.61% | Q4 2025 | Jan 27, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 2,857 | 279 | 0.17% | 0.19% | 208 | -284 | -9.04% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 2,840 | 277 | 0.0% | 0.0% | 209 | +46 | 1.65% | Q4 2025 | Feb 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,819 | 276 | 0.1% | 0.1% | 210 | +166 | 6.26% | Q4 2025 | Jan 21, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 2,772 | 271 | 0.13% | 0.15% | 211 | -252 | -8.33% | Q4 2025 | Jan 27, 2026 |
| NOVEM GROUP | History | Reduced | 2,774 | 271 | 0.03% | 0.03% | 212 | -92 | -3.21% | Q4 2025 | Jan 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,681 | 262 | 0.0% | — | 213 | +2,681 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,662 | 260 | 0.0% | — | 215 | +2,662 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,663 | 260 | 0.0% | 0.0% | 214 | -840 | -23.98% | Q4 2025 | Feb 13, 2026 |
| SFM, LLC | History | Added to | 2,636 | 257 | 0.15% | 0.14% | 217 | +195 | 7.99% | Q4 2025 | Jan 23, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 2,632 | 257 | 0.02% | 0.02% | 216 | -125 | -4.53% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,554 | 249 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 2,524 | 246 | 0.02% | 0.02% | 219 | -9 | -0.36% | Q4 2025 | Jan 21, 2026 |
| Occidental Asset Management, LLC | History | Added to | 2,502 | 244 | 0.03% | 0.03% | 220 | +1 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 2,463 | 240 | 0.03% | 0.03% | 221 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 2,390 | 233 | 0.02% | — | 222 | +2,390 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,328 | 227 | 0.0% | — | 223 | +2,328 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Reduced | 2,317 | 226 | 0.14% | 0.21% | 224 | -961 | -29.32% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,294 | 224 | 0.01% | 0.01% | 225 | -125 | -5.17% | Q4 2025 | Jan 29, 2026 |
| Indivisible Partners | History | New | 2,243 | 219 | 0.02% | — | 226 | +2,243 | New | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 2,231 | 218 | 0.01% | 0.01% | 227 | -3 | -0.13% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,228 | 217 | 0.02% | 0.02% | 228 | +435 | 24.26% | Q4 2025 | Feb 03, 2026 |
| Hilltop Partners LLC | History | Added to | 2,219 | 217 | 0.06% | 0.06% | 229 | +38 | 1.74% | Q4 2025 | Feb 10, 2026 |
| Goepper Burkhardt LLC | History | New | 2,200 | 215 | 0.07% | — | 230 | +2,200 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,186 | 213 | 0.01% | — | 231 | +2,186 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,185 | 213 | 0.0% | 0.0% | 232 | +32 | 1.49% | Q4 2025 | Jan 16, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 2,177 | 212 | 0.12% | 0.15% | 233 | -8 | -0.37% | Q4 2025 | Jan 28, 2026 |
| Riverwater Partners LLC | History | Added to | 2,150 | 210 | 0.08% | 0.08% | 234 | +91 | 4.42% | Q4 2025 | Feb 12, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,138 | 209 | 0.03% | 0.03% | 235 | +2 | 0.09% | Q4 2025 | Jan 06, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 2,128 | 208 | 0.05% | 0.05% | 236 | -187 | -8.08% | Q4 2025 | Jan 15, 2026 |
| KPP Advisory Services LLC | History | No change | 2,099 | 205 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focused Wealth Management, Inc | History | New | 2,086 | 204 | 0.02% | — | 238 | +2,086 | New | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,094 | 204 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,959 | 191 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 1,893 | 185 | 0.11% | — | 241 | +1,893 | New | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,711 | 167 | 0.03% | 0.03% | 242 | -360 | -17.38% | Q4 2025 | Jan 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,495 | 146 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 1,429 | 139 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,396 | 136 | 0.09% | — | 245 | +1,396 | New | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,331 | 130 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,222 | 119 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,208 | 118 | 0.1% | 0.11% | 248 | +1 | 0.08% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 1,197 | 117 | 0.0% | — | 249 | +1,197 | New | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 1,184 | 115 | 0.02% | 0.02% | 250 | +111 | 10.34% | Q4 2025 | Jan 06, 2026 |
| DAGCO, INC. | History | Added to | 1,106 | 108 | 0.02% | 0.03% | 251 | +1 | 0.09% | Q4 2025 | Jan 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,091 | 106 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Added to | 1,036 | 101 | 0.01% | 0.01% | 253 | +100 | 10.68% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 960 | 95 | 0.0% | 0.0% | 254 | +110 | 12.94% | Q4 2025 | Jan 26, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 953 | 93 | 0.05% | — | 256 | +953 | New | Q4 2025 | Feb 18, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 951 | 93 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 920 | 89 | 0.01% | — | 257 | +920 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 905 | 88 | 0.03% | 0.13% | 258 | -401 | -30.7% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 871 | 85 | 0.0% | — | 259 | +871 | New | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Added to | 805 | 78 | 0.03% | 0.01% | 260 | +504 | 167.44% | Q4 2025 | Feb 03, 2026 |
| Hanson & Doremus Investment Management | History | No change | 762 | 75 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 760 | 74 | 0.0% | — | 262 | +760 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Added to | 742 | 72 | 0.02% | 0.02% | 263 | +1 | 0.13% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Added to | 721 | 70 | 0.0% | — | 264 | +720 | 72000.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 690 | 67 | 0.04% | 0.02% | 265 | +316 | 84.49% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 641 | 62 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 610 | 59 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Advisors | History | No change | 600 | 58 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 580 | 56 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 564 | 55 | 0.0% | 0.0% | 270 | +399 | 241.82% | Q4 2025 | Feb 13, 2026 |
| CDKV HOLDINGS LLC | History | New | 532 | 52 | 0.04% | — | 271 | +532 | New | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | No change | 430 | 42 | 0.0% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 378 | 36 | 0.01% | — | 273 | +378 | New | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 326 | 31 | 0.0% | 0.0% | 274 | -48 | -12.83% | Q4 2025 | Feb 06, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 300 | 29 | 0.0% | 0.01% | 275 | -359 | -54.48% | Q4 2025 | Feb 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 265 | 25 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Copia Wealth Management | History | No change | 172 | 16 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 158 | 15 | 0.0% | — | 278 | +158 | New | Q4 2025 | Feb 03, 2026 |
| Sankala Group LLC | History | New | 125 | 11 | 0.01% | — | 279 | +125 | New | Q4 2025 | Mar 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 92 | 9 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 53 | 5 | 0.01% | 0.04% | 282 | -3,354 | -98.44% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 25 | 2 | 0.0% | — | 284 | +25 | New | Q4 2025 | Jan 20, 2026 |
| Cerity Partners OCIO LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -59,825 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IMPACTfolio, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -19,199 | -100.0% | Q3 2025 | Oct 03, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,100 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,205 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,104 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,016 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,015 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,014 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -672 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Caitlin John, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |