Nushares ETF Trust - NULV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 12,654,881 | 570,102 | 0.04% | 0.04% | 1 | -1,053,321 | -7.68% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 4,868,104 | 219,308 | 0.53% | 0.5% | 2 | +194,509 | 4.16% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,027,216 | 91,326 | 0.01% | 0.01% | 3 | -6,637 | -0.33% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 1,789,579 | 80,620 | 0.02% | 0.02% | 4 | +370,301 | 26.09% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,232,845 | 55,539 | 0.0% | 0.0% | 5 | +31,083 | 2.59% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,005,224 | 45,285 | 0.06% | 0.04% | 6 | +237,238 | 30.89% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 679,923 | 36,852 | 0.06% | 0.05% | 7 | +13,900 | 2.09% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 511,185 | 23,028 | 0.0% | 0.0% | 8 | -14,725 | -2.8% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 471,588 | 21,245 | 0.06% | 0.06% | 9 | -10,097 | -2.1% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 469,535 | 21,152 | 0.01% | 0.01% | 10 | -169,220 | -26.49% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 439,525 | 19,800 | 0.14% | 0.15% | 11 | +47,542 | 12.13% | Q4 2025 | Feb 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 409,247 | 18,436 | 0.33% | 0.35% | 12 | +6,745 | 1.68% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 376,206 | 16,948 | 0.06% | 0.06% | 13 | -648 | -0.17% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 343,642 | 15,481 | 0.0% | 0.0% | 14 | +158,864 | 85.98% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | Reduced | 289,671 | 13,049 | 0.23% | 0.23% | 15 | -3,633 | -1.24% | Q4 2025 | Jan 14, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 270,178 | 12,171 | 1.61% | 1.59% | 16 | +1,892 | 0.71% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 238,109 | 10,726 | 0.02% | 0.02% | 17 | +23,849 | 11.13% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 234,287 | 10,554 | 0.01% | 0.01% | 18 | -493 | -0.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 227,504 | 10,242 | 0.0% | 0.0% | 19 | -7,511 | -3.2% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 221,362 | 9,972 | 0.2% | 0.18% | 20 | +9,254 | 4.36% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 207,740 | 9,358 | 0.0% | 0.0% | 21 | -689 | -0.33% | Q4 2025 | Feb 18, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 205,534 | 9,259 | 0.31% | 0.33% | 22 | -3,936 | -1.88% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 201,228 | 9,065 | 0.12% | 0.18% | 23 | -18,593 | -8.46% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 189,251 | 8,525 | 0.01% | 0.01% | 24 | +17,156 | 9.97% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 185,709 | 8,366 | 0.03% | — | 25 | +185,709 | New | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 180,326 | 8,123 | 0.32% | 0.24% | 26 | +41,384 | 29.79% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 164,201 | 7,397 | 0.0% | — | 27 | +164,201 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 163,387 | 7,360 | 0.01% | 0.01% | 28 | +1,049 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Forefront Analytics, LLC | History | Reduced | 141,379 | 6,369 | 5.62% | 10.47% | 29 | -106,568 | -42.98% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 139,265 | 6,273 | 0.95% | 0.97% | 30 | -448 | -0.32% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 120,896 | 5,462 | 0.01% | 0.0% | 31 | +81,060 | 203.48% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 119,205 | 5,370 | 0.01% | 0.01% | 32 | -1,865 | -1.54% | Q4 2025 | Jan 23, 2026 |
| One Capital Management, LLC | History | Added to | 116,314 | 5,239 | 0.16% | 0.08% | 33 | +59,011 | 102.98% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 115,042 | 5,182 | 0.0% | 0.0% | 34 | +16,508 | 16.75% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 114,921 | 5,177 | 0.01% | 0.01% | 35 | -8,251 | -6.7% | Q4 2025 | Mar 09, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 109,086 | 4,914 | 2.7% | 2.63% | 36 | +2,058 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 108,565 | 4,890 | 0.11% | 0.09% | 37 | +22,775 | 26.55% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 106,722 | 4,807 | 0.05% | 0.06% | 38 | -18,087 | -14.49% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 106,578 | 4,801 | 0.02% | 0.02% | 39 | -4,957 | -4.44% | Q4 2025 | Feb 18, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 100,000 | 4,505 | 0.19% | 0.18% | 40 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 93,900 | 4,230 | 0.02% | — | 41 | +93,900 | New | Q4 2025 | Feb 18, 2026 |
| VICUS CAPITAL | History | Reduced | 93,423 | 4,208 | 0.32% | 0.33% | 42 | -6,005 | -6.04% | Q4 2025 | Jan 22, 2026 |
| BSW Wealth Partners | History | Reduced | 91,110 | 4,104 | 0.49% | 0.52% | 43 | -4,238 | -4.44% | Q4 2025 | Jan 23, 2026 |
| Opes Wealth Management LLC | History | Added to | 89,156 | 4,016 | 0.65% | 0.68% | 44 | +145 | 0.16% | Q4 2025 | Feb 02, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 86,838 | 3,912 | 2.47% | 2.47% | 45 | -4,696 | -5.13% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 86,773 | 3,909 | 0.02% | 0.03% | 46 | -7,765 | -8.21% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 86,244 | 3,885 | 1.66% | — | 47 | +86,244 | New | Q4 2025 | Mar 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 82,316 | 3,708 | 0.0% | 0.0% | 48 | +10,237 | 14.2% | Q4 2025 | Mar 25, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 81,275 | 3,661 | 1.36% | 1.4% | 49 | +863 | 1.07% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 80,968 | 3,647 | 0.02% | 0.02% | 50 | +1,782 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Plum Street Advisors, LLC | History | Added to | 77,532 | 3,492 | 1.24% | 0.92% | 51 | +23,090 | 42.41% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 73,521 | 3,312 | 0.02% | 0.02% | 52 | +16,667 | 29.32% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 69,066 | 3,111 | 0.09% | 0.08% | 53 | +10,359 | 17.65% | Q4 2025 | Feb 02, 2026 |
| Legacy Edge Advisors, LLC | History | New | 68,091 | 3,067 | 0.34% | — | 54 | +68,091 | New | Q4 2025 | Feb 02, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 61,179 | 2,756 | 1.19% | 1.21% | 55 | -91 | -0.15% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 61,078 | 2,752 | 0.02% | 0.02% | 56 | -6,425 | -9.52% | Q4 2025 | Jan 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 57,685 | 2,598 | 1.85% | 1.89% | 57 | -1,300 | -2.2% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Reduced | 55,401 | 2,495 | 0.2% | 0.23% | 58 | -7,215 | -11.52% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,433 | 2,452 | 0.0% | 0.0% | 59 | -383 | -0.7% | Q4 2025 | Feb 13, 2026 |
| LongView Asset Management LLC | History | Reduced | 51,829 | 2,334 | 1.63% | 1.64% | 60 | -2,526 | -4.65% | Q4 2025 | Feb 09, 2026 |
| Equita Financial Network, Inc. | History | Added to | 49,822 | 2,244 | 0.68% | 0.68% | 61 | +3,843 | 8.36% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 49,460 | 2,228 | 0.0% | 0.0% | 62 | -1,540 | -3.02% | Q4 2025 | Mar 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,426 | 2,226 | 0.01% | 0.01% | 63 | +375 | 0.76% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,390 | 2,225 | 0.0% | 0.0% | 64 | +25,118 | 103.49% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 47,578 | 2,143 | 0.01% | 0.01% | 65 | -2,566 | -5.12% | Q4 2025 | Jan 26, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 47,459 | 2,138 | 0.19% | 0.18% | 66 | +849 | 1.82% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Added to | 47,290 | 2,130 | 0.01% | 0.01% | 67 | +15,557 | 49.02% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 46,759 | 2,106 | 0.17% | 0.17% | 68 | -1,499 | -3.11% | Q4 2025 | Jan 05, 2026 |
| BOKF, NA | History | Added to | 45,762 | 2,061 | 0.03% | 0.03% | 69 | +1,822 | 4.15% | Q4 2025 | Feb 03, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 45,759 | 2,061 | 0.23% | 0.26% | 70 | +1,322 | 2.97% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 45,681 | 2,057 | 0.24% | 0.23% | 71 | +1,506 | 3.41% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,599 | 2,054 | 0.0% | 0.0% | 72 | +4,315 | 10.45% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 45,445 | 2,047 | 0.03% | 0.02% | 73 | -145 | -0.32% | Q4 2025 | Feb 02, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 45,430 | 2,046 | 0.28% | 0.29% | 74 | -205 | -0.45% | Q4 2025 | Jan 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 42,206 | 1,901 | 0.41% | 0.41% | 75 | +229 | 0.55% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,918 | 1,843 | 0.01% | 0.01% | 76 | +7,230 | 21.46% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 40,016 | 1,802 | 0.01% | 0.02% | 77 | +2,714 | 7.28% | Q4 2025 | Jan 26, 2026 |
| Falcon Wealth Planning | History | Reduced | 36,425 | 1,640 | 0.14% | 0.15% | 78 | -454 | -1.23% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,307 | 1,636 | 0.0% | 0.0% | 79 | -15,867 | -30.41% | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Added to | 36,139 | 1,628 | 1.31% | 1.34% | 80 | +412 | 1.15% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 34,145 | 1,538 | 0.02% | 0.02% | 81 | -549 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 32,968 | 1,485 | 0.0% | 0.0% | 82 | +2,245 | 7.31% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,914 | 1,392 | 0.0% | 0.0% | 83 | +1,571 | 5.35% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 29,488 | 1,328 | 0.03% | 0.03% | 84 | +1,377 | 4.9% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 28,940 | 1,303 | 0.06% | 0.08% | 85 | +321 | 1.12% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 28,281 | 1,274 | 0.34% | 0.32% | 86 | +1,974 | 7.5% | Q4 2025 | Jan 23, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 27,249 | 1,260 | 0.76% | 0.78% | 87 | -333 | -1.21% | Q4 2025 | Jan 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 27,858 | 1,255 | 0.14% | 0.14% | 88 | +555 | 2.03% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,456 | 1,236 | 0.0% | 0.0% | 89 | +10,510 | 62.02% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 27,024 | 1,217 | 0.27% | 0.3% | 90 | -2,698 | -9.08% | Q4 2025 | Feb 06, 2026 |
| Curtis Advisory Group, LLC | History | No change | 26,746 | 1,204 | 0.25% | 0.27% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | No change | 25,669 | 1,165 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 25,394 | 1,143 | 0.32% | 0.34% | 93 | -49 | -0.19% | Q4 2025 | Jan 14, 2026 |
| BAILARD, INC. | History | Reduced | 24,926 | 1,122 | 0.02% | 0.02% | 94 | -770 | -3.0% | Q4 2025 | Feb 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 24,183 | 1,089 | 0.1% | 0.08% | 95 | +2,595 | 12.02% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 24,165 | 1,088 | 0.01% | 0.01% | 96 | +215 | 0.9% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | New | 22,948 | 1,033 | 0.04% | — | 97 | +22,948 | New | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,922 | 1,032 | 0.02% | 0.02% | 98 | +1,907 | 9.07% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 20,990 | 945 | 0.02% | 0.02% | 99 | +562 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,676 | 886 | 0.01% | 0.01% | 100 | +7,934 | 67.57% | Q4 2025 | Jan 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 19,656 | 885 | 0.1% | 0.1% | 101 | -1,165 | -5.6% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 19,488 | 877 | 0.02% | 0.02% | 102 | +1,114 | 6.06% | Q4 2025 | Feb 19, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 19,206 | 865 | 0.07% | 0.08% | 103 | -267 | -1.37% | Q4 2025 | Feb 09, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 19,185 | 864 | 0.08% | 0.08% | 104 | -1,818 | -8.66% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 19,104 | 860 | 0.03% | 0.02% | 105 | +971 | 5.35% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 18,916 | 852 | 0.47% | 0.48% | 106 | -1,886 | -9.07% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Reduced | 18,871 | 850 | 0.01% | 0.01% | 107 | -25 | -0.13% | Q4 2025 | Feb 17, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 18,803 | 847 | 0.44% | — | 108 | +18,803 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 18,747 | 844 | 0.02% | 0.02% | 109 | -265 | -1.39% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,617 | 838 | 0.0% | 0.0% | 110 | +3,231 | 21.0% | Q4 2025 | Mar 16, 2026 |
| RFG Advisory, LLC | History | New | 18,367 | 827 | 0.02% | — | 111 | +18,367 | New | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,096 | 815 | 0.14% | 0.17% | 112 | +6,245 | 52.7% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,950 | 808 | 0.01% | 0.01% | 113 | +6 | 0.03% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Added to | 17,616 | 793 | 0.04% | 0.04% | 114 | +284 | 1.64% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 17,505 | 788 | 0.06% | 0.06% | 115 | +176 | 1.02% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,766 | 755 | 0.01% | 0.01% | 116 | -2 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,710 | 752 | 0.01% | 0.01% | 117 | -5,416 | -24.48% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 16,637 | 749 | 0.05% | 0.05% | 118 | -440 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,496 | 743 | 0.03% | 0.03% | 119 | -109 | -0.66% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 16,432 | 740 | 0.01% | 0.01% | 120 | +8,154 | 98.5% | Q4 2025 | Feb 02, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 16,237 | 731 | 0.46% | — | 121 | +16,237 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 15,311 | 690 | 0.02% | 0.02% | 122 | +395 | 2.65% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 14,939 | 673 | 0.01% | 0.01% | 123 | -686 | -4.39% | Q4 2025 | Feb 09, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 14,748 | 664 | 0.36% | 0.34% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 14,413 | 649 | 0.25% | 0.28% | 125 | -1,442 | -9.09% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 14,253 | 642 | 0.09% | 0.1% | 126 | -140 | -0.97% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 14,064 | 633 | 0.0% | 0.0% | 127 | +207 | 1.49% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | New | 14,045 | 632 | 0.02% | — | 128 | +14,045 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,968 | 629 | 0.0% | 0.0% | 129 | -122 | -0.87% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 13,923 | 627 | 0.09% | 0.09% | 130 | -297 | -2.09% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,232 | 611 | 0.0% | 0.0% | 131 | -747 | -5.34% | Q4 2025 | Jan 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 13,492 | 607 | 0.07% | 0.07% | 132 | +29 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 13,359 | 601 | 0.13% | 0.19% | 133 | +772 | 6.13% | Q4 2025 | Feb 12, 2026 |
| Boston Common Asset Management, LLC | History | New | 13,033 | 587 | 0.03% | — | 134 | +13,033 | New | Q4 2025 | Jan 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,990 | 585 | 0.02% | 0.03% | 135 | -9,185 | -41.42% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 12,744 | 574 | 0.18% | 0.19% | 136 | -345 | -2.64% | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 12,474 | 572 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,653 | 570 | 0.0% | 0.0% | 138 | -709 | -5.31% | Q4 2025 | Jan 30, 2026 |
| DDFG, Inc | History | Reduced | 12,654 | 570 | 0.12% | 0.13% | 139 | -110 | -0.86% | Q4 2025 | Jan 08, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 12,486 | 562 | 0.13% | 0.12% | 140 | +797 | 6.82% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,236 | 551 | 0.0% | 0.0% | 141 | -81 | -0.66% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 12,201 | 549 | 0.05% | 0.04% | 142 | +3,686 | 43.29% | Q4 2025 | Feb 03, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 12,134 | 546 | 0.13% | 0.13% | 143 | +167 | 1.4% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,990 | 540 | 0.01% | 0.01% | 144 | +27 | 0.23% | Q4 2025 | Jan 22, 2026 |
| BLUELINE ADVISORS LLC | History | New | 11,793 | 531 | 0.43% | — | 147 | +11,793 | New | Q4 2025 | Feb 10, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 11,796 | 531 | 1.02% | 0.67% | 146 | -334 | -2.75% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,791 | 531 | 0.03% | 0.02% | 145 | +188 | 1.62% | Q4 2025 | Jan 21, 2026 |
| Old Peak Finance LLC | History | New | 11,551 | 520 | 0.32% | — | 148 | +11,551 | New | Q4 2025 | Feb 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 11,425 | 514 | 0.01% | — | 149 | +11,425 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 11,400 | 513 | 0.26% | 0.18% | 150 | +3,197 | 38.97% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 11,224 | 505 | 0.02% | 0.03% | 151 | -14 | -0.12% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Added to | 10,670 | 503 | 0.09% | 0.08% | 153 | +28 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Colorado Capital Management, Inc. | History | No change | 11,164 | 503 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Pacific Financial | History | Added to | 10,899 | 491 | 0.06% | 0.06% | 154 | +825 | 8.19% | Q4 2025 | Jan 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,621 | 478 | 0.03% | 0.03% | 155 | +1,017 | 10.59% | Q4 2025 | Feb 11, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 10,610 | 477 | 0.27% | 0.27% | 156 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,553 | 475 | 0.0% | 0.0% | 157 | +2,596 | 32.63% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,386 | 467 | 0.0% | 0.0% | 158 | -145 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,354 | 466 | 0.02% | 0.02% | 159 | +48 | 0.47% | Q4 2025 | Jan 20, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 10,264 | 462 | 0.02% | 0.02% | 161 | -590 | -5.44% | Q4 2025 | Jan 28, 2026 |
| WASHINGTON TRUST Co | History | No change | 10,260 | 462 | 0.02% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 10,153 | 457 | 0.22% | — | 162 | +10,153 | New | Q4 2025 | Jan 09, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 10,104 | 455 | 0.12% | 0.12% | 163 | +59 | 0.59% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,601 | 448 | 0.01% | 0.01% | 164 | +550 | 6.08% | Q4 2025 | Jan 28, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 9,887 | 445 | 0.05% | 0.05% | 165 | +91 | 0.93% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,852 | 444 | 0.01% | 0.01% | 166 | -67 | -0.68% | Q4 2025 | Feb 12, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 9,807 | 441 | 0.05% | 0.07% | 167 | -2,276 | -18.84% | Q4 2025 | Jan 14, 2026 |
| Clarity Wealth Development LLC | History | Added to | 9,591 | 432 | 0.37% | 0.38% | 168 | +123 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 9,515 | 428 | 0.24% | 0.71% | 169 | -18,333 | -65.83% | Q4 2025 | Jan 28, 2026 |
| RVW Wealth, LLC | History | Added to | 9,423 | 424 | 0.03% | 0.03% | 170 | +425 | 4.72% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 8,978 | 404 | 0.04% | 0.04% | 171 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,911 | 401 | 0.12% | 0.12% | 172 | +269 | 3.11% | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Added to | 8,787 | 395 | 0.02% | 0.02% | 173 | +1,686 | 23.74% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,634 | 388 | 0.01% | 0.01% | 174 | +2,264 | 35.54% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 8,169 | 368 | 0.0% | 0.0% | 175 | -531 | -6.1% | Q4 2025 | Jan 21, 2026 |
| Legacy Financial Group LLC | History | Reduced | 7,753 | 366 | 0.05% | 0.06% | 176 | -2,519 | -24.52% | Q4 2025 | Feb 05, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 7,884 | 355 | 0.22% | 0.22% | 178 | -8 | -0.1% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 7,881 | 355 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,880 | 354 | 0.01% | — | 179 | +7,880 | New | Q4 2025 | Feb 04, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 7,775 | 350 | 0.04% | — | 180 | +7,775 | New | Q4 2025 | Jan 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,653 | 344 | 0.02% | 0.01% | 181 | +1,408 | 22.55% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 7,569 | 340 | 0.03% | 0.03% | 183 | -1,758 | -18.85% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,552 | 340 | 0.0% | 0.0% | 182 | +1,271 | 20.24% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 7,442 | 335 | 0.0% | 0.0% | 184 | -2,334 | -23.87% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 7,440 | 335 | 0.04% | 0.04% | 185 | -111 | -1.47% | Q4 2025 | Feb 18, 2026 |
| Wolff Financial Management LLC | History | Added to | 7,362 | 331 | 0.07% | 0.07% | 186 | +118 | 1.63% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,147 | 321 | 0.0% | 0.0% | 187 | +35 | 0.49% | Q4 2025 | Jan 20, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,121 | 320 | 0.05% | 0.04% | 188 | +299 | 4.38% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | New | 6,911 | 311 | 0.0% | — | 189 | +6,911 | New | Q4 2025 | Feb 10, 2026 |
| McCartney Wealth Management LLC | History | New | 6,904 | 311 | 0.27% | — | 190 | +6,904 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,846 | 308 | 0.0% | 0.0% | 191 | +708 | 11.53% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,667 | 300 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,615 | 298 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,606 | 297 | 0.01% | 0.01% | 194 | +71 | 1.09% | Q4 2025 | Jan 16, 2026 |
| Riverwater Partners LLC | History | Added to | 6,541 | 294 | 0.11% | 0.11% | 195 | +276 | 4.41% | Q4 2025 | Feb 12, 2026 |
| RMG Wealth Management LLC | History | New | 2,924 | 287 | 0.04% | — | 196 | +2,924 | New | Q4 2025 | Jan 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 6,378 | 287 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Compton Financial Group, LLC | History | New | 6,366 | 286 | 0.06% | — | 198 | +6,366 | New | Q4 2025 | Feb 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 6,266 | 282 | 0.05% | 0.19% | 199 | -18,139 | -74.32% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Reduced | 6,149 | 276 | 0.0% | 0.0% | 200 | -552 | -8.24% | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 6,071 | 273 | 0.23% | — | 203 | +6,071 | New | Q4 2025 | Jan 23, 2026 |
| JGP Wealth Management, LLC | History | New | 6,067 | 273 | 0.03% | — | 201 | +6,067 | New | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,071 | 273 | 0.01% | 0.01% | 202 | +1,500 | 32.82% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,047 | 272 | 0.03% | 0.04% | 204 | -3,720 | -38.09% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,007 | 270 | 0.01% | 0.01% | 205 | -331 | -5.22% | Q4 2025 | Feb 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,902 | 265 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,809 | 261 | 0.02% | 0.04% | 207 | -552 | -8.68% | Q4 2025 | Jan 22, 2026 |
| Vantage Point Financial LLC | History | Reduced | 5,809 | 261 | 0.09% | 0.11% | 208 | -552 | -8.68% | Q4 2025 | Feb 02, 2026 |
| Rede Wealth, LLC | History | New | 5,662 | 255 | 0.09% | — | 209 | +5,662 | New | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 5,572 | 251 | 0.19% | — | 210 | +5,572 | New | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 5,526 | 248 | 0.03% | — | 211 | +5,526 | New | Q4 2025 | Feb 03, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 5,442 | 245 | 0.09% | 0.09% | 213 | +41 | 0.76% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 5,450 | 245 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 5,431 | 244 | 0.14% | — | 214 | +5,431 | New | Q4 2025 | Feb 02, 2026 |
| RHS Financial, LLC | History | Reduced | 5,297 | 238 | 0.12% | 0.12% | 215 | -4 | -0.08% | Q4 2025 | Jan 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,232 | 235 | 0.01% | 0.01% | 216 | -628 | -10.72% | Q4 2025 | Feb 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 5,160 | 232 | 0.02% | 0.03% | 217 | -1,132 | -17.99% | Q4 2025 | Jan 20, 2026 |
| Hilltop Partners LLC | History | Reduced | 5,162 | 232 | 0.06% | 0.07% | 218 | -448 | -7.99% | Q4 2025 | Feb 10, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,164 | 232 | 0.17% | 0.16% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 5,058 | 227 | 0.03% | 0.03% | 220 | +22 | 0.44% | Q4 2025 | Jan 08, 2026 |
| Keener Financial Planning LLC | History | Added to | 4,964 | 223 | 0.1% | 0.08% | 221 | +1,165 | 30.67% | Q4 2025 | Jan 23, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,910 | 221 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Concord Wealth Partners | History | Reduced | 4,870 | 219 | 0.03% | 0.08% | 223 | -7,922 | -61.93% | Q4 2025 | Jan 29, 2026 |
| Snider Financial Group | History | No change | 4,882 | 219 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | No change | 4,834 | 218 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Foster Group, Inc. | History | New | 4,686 | 211 | 0.01% | — | 226 | +4,686 | New | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 4,681 | 210 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abacus Planning Group, Inc. | History | No change | 4,589 | 206 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 4,508 | 203 | 0.03% | — | 229 | +4,508 | New | Q4 2025 | Jan 21, 2026 |
| OneAscent Financial Services LLC | History | New | 4,502 | 202 | 0.02% | — | 230 | +4,502 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 3,977 | 179 | 0.09% | 0.08% | 232 | -131 | -3.19% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,974 | 179 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | No change | 3,688 | 166 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 3,224 | 145 | 0.0% | 0.0% | 234 | -2,000 | -38.28% | Q4 2025 | Jan 29, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,874 | 129 | 0.04% | 0.13% | 235 | -223 | -7.2% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,428 | 109 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAGCO, INC. | History | Added to | 2,183 | 98 | 0.02% | 0.02% | 237 | +35 | 1.63% | Q4 2025 | Jan 08, 2026 |
| Millstone Evans Group, LLC | History | Added to | 2,063 | 92 | 0.05% | 0.04% | 239 | +609 | 41.88% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,062 | 92 | 0.0% | 0.0% | 238 | +135 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,989 | 90 | 0.0% | 0.0% | 240 | +1,309 | 192.5% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,965 | 88 | 0.04% | 0.04% | 242 | +32 | 1.66% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,957 | 88 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,867 | 84 | 0.08% | — | 244 | +1,867 | New | Q4 2025 | Feb 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,878 | 84 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | New | 1,813 | 81 | 0.0% | — | 245 | +1,813 | New | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,531 | 69 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,382 | 62 | 0.05% | — | 248 | +1,382 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,392 | 62 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | Added to | 1,371 | 61 | 0.02% | 0.01% | 249 | +901 | 191.7% | Q4 2025 | Feb 03, 2026 |
| Investors Research Corp | History | Reduced | 1,314 | 59 | 0.01% | 0.02% | 250 | -577 | -30.51% | Q4 2025 | Jan 06, 2026 |
| Front Row Advisors LLC | History | No change | 1,155 | 52 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 766 | 34 | 0.01% | — | 252 | +766 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 660 | 29 | 0.0% | 0.0% | 253 | +10 | 1.54% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 633 | 28 | 0.0% | 0.0% | 255 | -262 | -29.27% | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 635 | 28 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 608 | 27 | 0.01% | — | 256 | +608 | New | Q4 2025 | Feb 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 557 | 25 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SHP Wealth Management | History | New | 474 | 21 | 0.0% | — | 258 | +474 | New | Q4 2025 | Mar 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 425 | 19 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 382 | 17 | 0.0% | — | 260 | +382 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 244 | 10 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 215 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 216 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investors Portfolio Services LLC | History | New | 178 | 8 | 0.01% | — | 265 | +178 | New | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | No change | 180 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 134 | 6 | 0.01% | 0.01% | 267 | -5 | -3.6% | Q4 2025 | Jan 26, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 114 | 5 | 0.01% | 0.04% | 268 | -6,432 | -98.26% | Q4 2025 | Feb 18, 2026 |
| Redwood Park Advisors LLC | History | Added to | 111 | 4 | 0.0% | 0.0% | 270 | +2 | 1.83% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 100 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Scarborough Advisors, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 78 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 61 | 2 | 0.0% | 0.0% | 273 | +1 | 1.67% | Q4 2025 | Feb 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Concord Asset Management, LLC/VA | History | Closed out | 0 | 0 | — | 0.06% | — | -7,053 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Harpswell Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,546 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -5,382 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CGC Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,708 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,638 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,493 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Jan 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 14, 2025 |