NUVEEN MUNICIPAL VALUE FUND INC - NUV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 7,181,215 | 65,061 | 0.01% | 0.01% | 1 | +143,742 | 2.04% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 4,435,983 | 40,190 | 0.0% | 0.0% | 2 | -51,616 | -1.15% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,516,342 | 22,798 | 0.16% | 0.12% | 3 | +741,089 | 41.75% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 2,341,462 | 21,213 | 0.73% | 0.77% | 4 | -26,929 | -1.14% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,173,109 | 19,688 | 0.01% | 0.01% | 5 | +65,389 | 3.1% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,164,243 | 19,608 | 0.0% | 0.0% | 6 | +279,066 | 14.8% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,903,992 | 17,250 | 1.18% | 1.6% | 7 | -461,178 | -19.5% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,881,405 | 17,045 | 0.02% | 0.0% | 8 | +1,826,181 | 3306.86% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,099,548 | 9,961 | 0.0% | 0.0% | 9 | +199,363 | 22.15% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,092,812 | 9,900 | 0.0% | 0.0% | 10 | -31,021 | -2.76% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,064,797 | 9,647 | 0.01% | 0.01% | 11 | +13,057 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Granby Capital Management, LLC | History | No change | 1,000,000 | 9,060 | 4.83% | 4.77% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 790,010 | 7,157 | 0.0% | 0.0% | 13 | +157,729 | 24.95% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 734,153 | 6,651 | 0.01% | 0.0% | 14 | +682,313 | 1316.19% | Q4 2025 | Feb 18, 2026 |
| Congress Park Capital LLC | History | Added to | 709,132 | 6,424 | 1.92% | 1.8% | 15 | +62,500 | 9.67% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 707,830 | 6,405 | 0.16% | 0.17% | 16 | -8,174 | -1.14% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 637,267 | 5,773 | 0.01% | 0.01% | 17 | -119,883 | -15.83% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 630,450 | 5,711 | 0.27% | 1.51% | 18 | -2,320,541 | -78.64% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 570,561 | 5,169 | 0.0% | — | 19 | +570,561 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 490,708 | 4,445 | 0.01% | 0.0% | 20 | +74,478 | 17.89% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 475,589 | 4,308 | 0.07% | 0.07% | 21 | +1,379 | 0.29% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 468,810 | 4,247 | 0.01% | 0.01% | 22 | -5,246 | -1.11% | Q4 2025 | Mar 16, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 466,238 | 4,224 | 0.73% | 0.9% | 23 | -153,235 | -24.74% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 411,194 | 3,725 | 0.01% | 0.01% | 24 | +62,209 | 17.83% | Q4 2025 | Feb 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 370,825 | 3,359 | 0.19% | 0.15% | 25 | +90,462 | 32.27% | Q4 2025 | Jan 22, 2026 |
| Dynamic Financial Group | History | Added to | 268,088 | 2,428 | 2.07% | 1.67% | 26 | +53,333 | 24.83% | Q4 2025 | Jan 26, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 250,365 | 2,268 | 0.59% | 0.59% | 27 | +5,532 | 2.26% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 234,081 | 2,120 | 0.0% | 0.0% | 28 | +14,977 | 6.84% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 225,895 | 2,046 | 0.01% | 0.01% | 29 | +77,754 | 52.49% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 222,960 | 2,020 | 0.0% | 0.0% | 30 | -15,756 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 209,550 | 1,898 | 0.12% | 0.1% | 31 | +43,479 | 26.18% | Q4 2025 | Feb 03, 2026 |
| Cresta Advisors, Ltd. | History | No change | 180,840 | 1,638 | 0.69% | 0.72% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PKS Advisory Services, LLC | History | Added to | 179,370 | 1,625 | 0.37% | 0.19% | 33 | +77,783 | 76.57% | Q4 2025 | Feb 02, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 177,844 | 1,611 | 0.03% | 0.05% | 34 | -123,766 | -41.04% | Q4 2025 | Feb 12, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 169,988 | 1,540 | 0.15% | 0.15% | 35 | -3,135 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Redwood Family Wealth LLC | History | New | 167,108 | 1,514 | 1.49% | — | 36 | +167,108 | New | Q4 2025 | Mar 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 157,457 | 1,426 | 0.0% | 0.0% | 37 | -38,428 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 155,256 | 1,407 | 0.0% | 0.0% | 38 | +6,842 | 4.61% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 155,116 | 1,405 | 0.0% | 0.0% | 39 | +129,524 | 506.11% | Q4 2025 | Feb 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 148,378 | 1,344 | 1.11% | 1.32% | 40 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mathes Company, Inc. | History | Added to | 145,000 | 1,314 | 0.47% | 0.44% | 41 | +10,000 | 7.41% | Q4 2025 | Feb 09, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 138,475 | 1,254 | 0.22% | 0.24% | 42 | -10,325 | -6.94% | Q4 2025 | Jan 30, 2026 |
| AlTi Global, Inc. | History | No change | 132,210 | 1,197 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 128,171 | 1,161 | 0.0% | 0.01% | 44 | -6,556 | -4.87% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 127,576 | 1,155 | 0.0% | 0.0% | 45 | +12,098 | 10.48% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 125,900 | 1,140 | 0.09% | 0.09% | 46 | -3,980 | -3.06% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 125,290 | 1,135 | 0.0% | 0.0% | 47 | +14,397 | 12.98% | Q4 2025 | Feb 17, 2026 |
| Tandem Financial, LLC | History | Reduced | 128,097 | 1,100 | 1.32% | 0.46% | 48 | -8,968 | -6.54% | Q4 2025 | Feb 10, 2026 |
| Breakwater Capital Group | History | Added to | 120,517 | 1,091 | 0.15% | 0.13% | 49 | +23,609 | 24.36% | Q4 2025 | Jan 09, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 118,700 | 1,075 | 0.36% | 0.34% | 50 | +8,200 | 7.42% | Q4 2025 | Feb 06, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 112,749 | 1,021 | 0.09% | 0.35% | 51 | -324,206 | -74.2% | Q4 2025 | Feb 06, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 105,310 | 954 | 0.84% | 1.74% | 52 | -116,023 | -52.42% | Q4 2025 | Feb 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 105,301 | 954 | 0.63% | 0.65% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 105,243 | 953 | 0.04% | 0.04% | 54 | +11,073 | 11.76% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 99,049 | 897 | 0.01% | 0.01% | 55 | +1,224 | 1.25% | Q4 2025 | Jan 29, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 95,000 | 860 | 0.2% | 0.15% | 56 | +25,000 | 35.71% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 92,663 | 839 | 0.01% | 0.01% | 57 | +1,500 | 1.65% | Q4 2025 | Jan 29, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 91,358 | 827 | 0.97% | 0.98% | 58 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 90,060 | 815 | 0.1% | — | 59 | +90,060 | New | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 89,535 | 811 | 0.0% | 0.01% | 60 | -7,867 | -8.08% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 88,967 | 806 | 0.0% | — | 61 | +88,967 | New | Q4 2025 | Feb 05, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 85,384 | 773 | 0.32% | 0.41% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 78,261 | 709 | 0.01% | 0.0% | 63 | +52,368 | 202.25% | Q4 2025 | Jan 20, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 75,517 | 684 | 0.31% | 0.3% | 64 | +4,427 | 6.23% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 71,415 | 647 | 0.0% | 0.0% | 65 | +61,195 | 598.78% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,611 | 639 | 0.0% | 0.0% | 66 | +2,500 | 3.67% | Q4 2025 | Jan 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 69,357 | 628 | 0.04% | 0.04% | 67 | -4,695 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 69,125 | 626 | 0.0% | 0.0% | 68 | +52,407 | 313.48% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 68,150 | 618 | 0.0% | 0.0% | 69 | +27,395 | 67.22% | Q4 2025 | Mar 09, 2026 |
| Steadtrust LLC | History | No change | 66,000 | 597 | 0.37% | 0.4% | 70 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 64,723 | 586 | 0.0% | 0.0% | 71 | +20,146 | 45.19% | Q4 2025 | Feb 06, 2026 |
| Disciplined Investments, LLC | History | Reduced | 62,951 | 570 | 0.22% | 0.23% | 72 | -109 | -0.17% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | New | 62,503 | 566 | 0.0% | — | 73 | +62,503 | New | Q4 2025 | Feb 19, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 60,045 | 544 | 0.45% | 0.44% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 59,498 | 539 | 0.0% | 0.0% | 75 | +42,498 | 249.99% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 59,200 | 536 | 0.33% | 0.34% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 59,076 | 535 | 0.16% | 0.15% | 77 | +587 | 1.0% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 59,050 | 534 | 0.01% | 0.03% | 78 | -1,800 | -2.96% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 54,358 | 492 | 0.03% | 0.03% | 79 | +5,959 | 12.31% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 54,116 | 490 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 51,474 | 466 | 0.0% | 0.0% | 81 | +20,831 | 67.98% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 50,523 | 457 | 0.01% | 0.01% | 82 | +3,497 | 7.44% | Q4 2025 | Mar 12, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 50,000 | 453 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 49,822 | 451 | 0.06% | 0.1% | 84 | -19,574 | -28.21% | Q4 2025 | Jan 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 49,776 | 450 | 0.01% | 0.01% | 85 | +135 | 0.27% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 47,906 | 434 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 47,279 | 428 | 0.01% | 0.01% | 87 | -873 | -1.81% | Q4 2025 | Feb 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 47,337 | 428 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,057 | 426 | 0.0% | 0.0% | 89 | +14,194 | 43.19% | Q4 2025 | Feb 18, 2026 |
| Callahan Advisors, LLC | History | No change | 46,356 | 419 | 0.03% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,396 | 411 | 0.0% | 0.0% | 91 | +14,206 | 45.55% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 44,391 | 402 | 0.02% | 0.01% | 92 | +1,391 | 3.23% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 43,368 | 392 | 0.17% | 0.21% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 43,000 | 389 | 0.0% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 42,500 | 385 | 0.01% | 0.01% | 95 | +5,000 | 13.33% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 42,144 | 381 | 0.01% | 0.01% | 96 | +13,964 | 49.55% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 42,000 | 380 | 0.0% | — | 97 | +42,000 | New | Q4 2025 | Feb 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 42,000 | 380 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Virtu Financial LLC | History | Reduced | 41,442 | 375 | 0.01% | 0.02% | 99 | -5,273 | -11.29% | Q4 2025 | Feb 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 38,600 | 349 | 0.07% | — | 100 | +38,600 | New | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Added to | 37,147 | 336 | 0.07% | 0.05% | 101 | +11,000 | 42.07% | Q4 2025 | Jan 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 36,720 | 332 | 0.05% | 0.04% | 103 | +8,668 | 30.9% | Q4 2025 | Jan 21, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 36,715 | 332 | 0.04% | 0.04% | 102 | -2,500 | -6.38% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 36,557 | 331 | 0.02% | 0.02% | 104 | +411 | 1.14% | Q4 2025 | Jan 26, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 35,200 | 318 | 0.07% | 0.07% | 105 | +979 | 2.86% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Added to | 34,097 | 308 | 0.02% | 0.02% | 106 | +487 | 1.45% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 33,834 | 306 | 0.0% | 0.01% | 107 | -1,620 | -4.57% | Q4 2025 | Jan 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 33,153 | 300 | 0.17% | 0.21% | 108 | -7,466 | -18.38% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | No change | 32,674 | 296 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 32,453 | 294 | 0.0% | 0.0% | 110 | -251 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 31,530 | 285 | 0.0% | 0.0% | 111 | +19,270 | 157.18% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 31,395 | 284 | 0.0% | — | 112 | +31,395 | New | Q4 2025 | Feb 11, 2026 |
| Orca Wealth Management, LLC | History | Added to | 29,476 | 270 | 0.19% | 0.18% | 113 | +3,058 | 11.58% | Q4 2025 | Feb 06, 2026 |
| Capital Square, LLC | History | Reduced | 29,419 | 266 | 0.14% | 0.2% | 114 | -15,067 | -33.87% | Q4 2025 | Feb 13, 2026 |
| Second Half Financial Partners, LLC | History | No change | 29,464 | 266 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Element Wealth, LLC | History | No change | 27,664 | 250 | 0.1% | 0.11% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 27,370 | 247 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,294 | 238 | 0.0% | 0.0% | 118 | +4,569 | 21.03% | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 26,068 | 236 | 0.01% | 0.01% | 120 | +1,900 | 7.86% | Q4 2025 | Feb 10, 2026 |
| Narwhal Capital Management | History | Reduced | 26,050 | 236 | 0.02% | 0.02% | 119 | -296 | -1.12% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 26,000 | 235 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 25,445 | 230 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 25,050 | 226 | 0.0% | 0.0% | 123 | +2,000 | 8.68% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | Added to | 24,700 | 223 | 0.15% | 0.13% | 125 | +3,500 | 16.51% | Q4 2025 | Feb 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 24,677 | 223 | 0.02% | 0.02% | 124 | -186 | -0.75% | Q4 2025 | Jan 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 24,600 | 222 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | No change | 24,391 | 220 | 0.01% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 23,988 | 217 | 0.0% | 0.0% | 128 | -29,384 | -55.06% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 23,465 | 212 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Corps Capital Advisors, LLC | History | No change | 23,500 | 212 | 0.22% | 0.32% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 22,100 | 200 | 0.18% | — | 131 | +22,100 | New | Q4 2025 | Mar 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,969 | 199 | 0.0% | 0.0% | 133 | +4,978 | 29.3% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | No change | 22,028 | 199 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 22,000 | 199 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lummis Asset Management, LP | History | No change | 22,000 | 199 | 0.12% | 0.13% | 135 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 21,850 | 197 | 0.0% | 0.0% | 136 | +1,000 | 4.8% | Q4 2025 | Jan 29, 2026 |
| Busey Bank | History | No change | 21,755 | 197 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 21,518 | 194 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Karras Company, Inc. | History | New | 20,951 | 189 | 0.18% | — | 140 | +20,951 | New | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,887 | 189 | 0.0% | 0.0% | 139 | +288 | 1.4% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20,564 | 186 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 20,125 | 182 | 0.05% | — | 142 | +20,125 | New | Q4 2025 | Feb 06, 2026 |
| Penbrook Management LLC | History | No change | 20,000 | 181 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Ethos Financial Group, LLC | History | No change | 19,939 | 180 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Equity Partners | History | Added to | 19,658 | 178 | 0.03% | 0.03% | 145 | +2,052 | 11.66% | Q4 2025 | Jan 29, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 19,601 | 177 | 0.04% | 0.03% | 146 | +3,560 | 22.19% | Q4 2025 | Feb 11, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 19,329 | 175 | 0.04% | 0.03% | 147 | +4,556 | 30.84% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,238 | 174 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | No change | 18,157 | 164 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Modera Wealth Management, LLC | History | Added to | 17,474 | 158 | 0.0% | 0.0% | 150 | +65 | 0.37% | Q4 2025 | Jan 21, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 16,597 | 150 | 0.04% | 0.04% | 151 | +222 | 1.36% | Q4 2025 | Jan 29, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 16,250 | 147 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 15,250 | 138 | 0.08% | 0.06% | 154 | +3,750 | 32.61% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 15,355 | 138 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,153 | 137 | 0.0% | 0.0% | 155 | +25 | 0.17% | Q4 2025 | Feb 17, 2026 |
| HARRIS ASSOCIATES L P | History | New | 14,854 | 134 | 0.0% | — | 156 | +14,854 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | No change | 14,839 | 134 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | New | 14,756 | 133 | 0.0% | — | 158 | +14,756 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | No change | 14,403 | 130 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| StoneX Group Inc. | History | Added to | 14,177 | 128 | 0.01% | 0.01% | 160 | +19 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Saxony Capital Management, LLC | History | No change | 13,750 | 124 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 13,619 | 123 | 0.07% | 0.07% | 162 | +69 | 0.51% | Q4 2025 | Jan 12, 2026 |
| Rock Point Advisors, LLC | History | No change | 13,250 | 120 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 13,122 | 118 | 0.05% | 0.05% | 165 | -124 | -0.94% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | No change | 13,032 | 118 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 12,966 | 117 | 0.0% | 0.0% | 166 | +2,567 | 24.69% | Q4 2025 | Jan 13, 2026 |
| Coastwise Capital Group, LLC | History | No change | 12,917 | 117 | 0.06% | 0.08% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | No change | 12,978 | 117 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,833 | 116 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | No change | 12,845 | 116 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 12,672 | 114 | 0.0% | — | 172 | +12,672 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 12,639 | 114 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Added to | 12,328 | 112 | 0.0% | 0.0% | 173 | +400 | 3.35% | Q4 2025 | Jan 23, 2026 |
| Clarity Financial LLC | History | No change | 12,255 | 111 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,969 | 108 | 0.0% | 0.0% | 175 | -606 | -4.82% | Q4 2025 | Feb 09, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 11,910 | 107 | 0.02% | — | 176 | +11,910 | New | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,787 | 106 | 0.0% | 0.0% | 177 | +15 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | No change | 11,590 | 105 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 11,550 | 104 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | No change | 11,520 | 104 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | New | 11,148 | 101 | 0.0% | — | 181 | +11,148 | New | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | No change | 11,082 | 100 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,854 | 98 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Richmond Investment Services, LLC | History | New | 10,812 | 97 | 0.02% | — | 184 | +10,812 | New | Q4 2025 | Feb 12, 2026 |
| SVRN Asset Management, LLC | History | New | 10,325 | 93 | 0.08% | — | 185 | +10,325 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10,104 | 91 | 0.01% | 0.01% | 186 | -3,000 | -22.89% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 10,000 | 90 | 0.05% | 0.06% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,453 | 76 | 0.0% | 0.0% | 188 | -54 | -0.63% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 8,445 | 76 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 7,402 | 67 | 0.0% | 0.0% | 190 | -3,868 | -34.32% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 7,140 | 64 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 6,500 | 58 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,723 | 51 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 5,706 | 51 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 5,625 | 50 | 0.01% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,475 | 49 | 0.0% | — | 197 | +5,475 | New | Q4 2025 | Feb 03, 2026 |
| DAGCO, INC. | History | Added to | 5,515 | 49 | 0.01% | 0.01% | 196 | +78 | 1.43% | Q4 2025 | Jan 08, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 5,177 | 46 | 0.03% | — | 198 | +5,177 | New | Q4 2025 | Feb 02, 2026 |
| Camelot Portfolios, LLC | History | New | 5,000 | 45 | 0.03% | — | 200 | +5,000 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,023 | 45 | 0.0% | 0.0% | 199 | -1,690 | -25.18% | Q4 2025 | Feb 10, 2026 |
| Hurley Capital, LLC | History | No change | 5,000 | 45 | 0.03% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4,760 | 43 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 4,490 | 40 | 0.0% | 0.0% | 203 | +3,490 | 349.0% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Added to | 4,458 | 40 | 0.0% | 0.0% | 204 | +49 | 1.11% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 4,265 | 38 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 4,035 | 37 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,877 | 35 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,100 | 28 | 0.0% | — | 209 | +3,100 | New | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,059 | 28 | 0.0% | 0.0% | 208 | +1,911 | 166.46% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,927 | 26 | 0.0% | 0.0% | 210 | +964 | 49.11% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,505 | 22 | 0.0% | 0.0% | 212 | +1,000 | 66.45% | Q4 2025 | Jan 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,500 | 22 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 2,420 | 21 | 0.0% | — | 213 | +2,420 | New | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 2,230 | 20 | 0.0% | 0.0% | 215 | +400 | 21.86% | Q4 2025 | Jan 22, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 2,235 | 20 | 0.04% | 0.04% | 214 | +32 | 1.45% | Q4 2025 | Jan 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,084 | 18 | 0.0% | 0.01% | 216 | -12,000 | -85.2% | Q4 2025 | Feb 05, 2026 |
| Navalign, LLC | History | New | 1,663 | 15 | 0.0% | — | 217 | +1,663 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,548 | 14 | 0.0% | — | 218 | +1,548 | New | Q4 2025 | Feb 17, 2026 |
| Gould Capital, LLC | History | No change | 1,550 | 14 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,000 | 9 | 0.0% | 0.0% | 220 | -20,166 | -95.28% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 1,000 | 9 | 0.0% | — | 222 | +1,000 | New | Q4 2025 | Feb 27, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 54 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 897 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 828 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 754 | 6 | 0.0% | 0.0% | 228 | -1,197 | -61.35% | Q4 2025 | Jan 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 681 | 6 | 0.0% | 0.0% | 227 | +1 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 750 | 6 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | New | 535 | 4 | 0.0% | — | 229 | +535 | New | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 500 | 4 | 0.0% | — | 232 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 442 | 4 | 0.0% | 0.0% | 230 | +3 | 0.68% | Q4 2025 | Feb 26, 2026 |
| Avion Wealth | History | No change | 462 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | No change | 430 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 300 | 2 | 0.0% | 0.0% | 235 | -1,500 | -83.33% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 200 | 1 | 0.0% | — | 236 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,653,343 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -47,200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,484 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -16,224 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,152 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BWM Planning, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,283 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Lionsbridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,576 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SOUTH PLAINS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,753 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Dec 15, 2025 |