Invesco Exchange-Traded Self-Indexed Fund Trust - OMFL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 19,623,449 | 1,199,581 | 0.18% | 0.19% | 1 | -287,360 | -1.44% | Q4 2025 | Feb 19, 2026 |
| LM Advisors LLC | History | Reduced | 37,863 | 619,356 | 11.13% | 5.4% | 2 | -584,650 | -93.92% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 5,246,097 | 320,693 | 12.16% | 12.32% | 3 | -302,136 | -5.45% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Reduced | 4,460,387 | 272,663 | 0.02% | 0.02% | 4 | -397,779 | -8.19% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,796,098 | 170,925 | 0.05% | 0.05% | 5 | +89,003 | 3.29% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,780,409 | 169,966 | 0.03% | 0.03% | 6 | +64,978 | 2.39% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,203,454 | 134,697 | 0.01% | 0.01% | 7 | +71,488 | 3.35% | Q4 2025 | Feb 17, 2026 |
| Arizona PSPRS Trust | History | Reduced | 1,639,432 | 100,218 | 3.69% | 11.29% | 8 | -3,773,026 | -69.71% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,171,810 | 71,632 | 0.01% | 0.01% | 9 | -26,078 | -2.18% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 983,699 | 61,982 | 0.08% | 0.09% | 10 | -13,019 | -1.31% | Q4 2025 | Jan 08, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 896,112 | 54,779 | 9.13% | 9.57% | 11 | -31,976 | -3.45% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 885,885 | 54,155 | 0.06% | 0.07% | 12 | +10,923 | 1.25% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 780,244 | 49,288 | 1.13% | 1.23% | 13 | -38,200 | -4.67% | Q4 2025 | Feb 09, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 749,613 | 45,823 | 19.55% | 20.21% | 14 | -47,541 | -5.96% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 711,636 | 43,502 | 0.01% | 0.01% | 15 | -68,938 | -8.83% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 632,171 | 38,644 | 0.75% | 1.02% | 16 | -76,173 | -10.75% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 562,084 | 34,360 | 0.83% | 0.81% | 17 | +28,885 | 5.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 547,865 | 33,491 | 0.09% | 0.09% | 18 | +19,851 | 3.76% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 540,388 | 33,033 | 0.01% | 0.01% | 19 | -61,989 | -10.29% | Q4 2025 | Feb 18, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 455,248 | 27,829 | 1.78% | 1.76% | 20 | +6,590 | 1.47% | Q4 2025 | Jan 07, 2026 |
| Brookstone Capital Management | History | Added to | 415,387 | 25,392 | 0.29% | 0.3% | 21 | +1,131 | 0.27% | Q4 2025 | Jan 15, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 403,056 | 24,639 | 3.47% | 3.49% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 401,126 | 24,520 | 0.01% | 0.01% | 23 | +10,549 | 2.7% | Q4 2025 | Feb 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 374,012 | 22,863 | 4.34% | 3.05% | 24 | +11,166 | 3.08% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 359,903 | 22,000 | 0.96% | 1.04% | 25 | -18,354 | -4.85% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 352,181 | 21,528 | 0.02% | — | 26 | +352,181 | New | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 330,644 | 20,718 | 2.7% | 2.73% | 27 | -5,905 | -1.75% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 318,009 | 19,439 | 0.08% | 0.08% | 28 | +45,448 | 16.67% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 314,743 | 19,240 | 0.03% | 0.03% | 29 | -25,364 | -7.46% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 307,172 | 18,777 | 0.04% | 0.04% | 30 | +4,398 | 1.45% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 304,919 | 18,639 | 0.01% | 0.01% | 31 | +19,076 | 6.67% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 280,152 | 17,125 | 0.45% | 0.47% | 32 | +2,200 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 264,497 | 16,168 | 0.61% | 0.61% | 33 | +3,272 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Daner Wealth Management, LLC | History | Added to | 249,028 | 15,760 | 9.65% | 9.55% | 34 | +5,129 | 2.1% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 257,781 | 15,758 | 0.02% | 0.03% | 35 | -26,694 | -9.38% | Q4 2025 | Mar 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 248,959 | 15,218 | 0.18% | 0.13% | 36 | +4,719 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 234,983 | 14,364 | 0.07% | 0.07% | 37 | +9,977 | 4.43% | Q4 2025 | Feb 17, 2026 |
| Financial Designs Corp | History | Added to | 231,450 | 14,148 | 8.01% | 7.81% | 38 | +7,261 | 3.24% | Q4 2025 | Jan 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 217,758 | 13,311 | 2.96% | 8.26% | 39 | -379,912 | -63.57% | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 184,895 | 11,337 | 0.02% | 0.01% | 40 | +4,195 | 2.32% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 181,626 | 11,103 | 0.03% | 0.03% | 41 | +4,288 | 2.42% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 168,004 | 10,270 | 0.0% | 0.0% | 42 | -11,159 | -6.23% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Reduced | 167,428 | 10,234 | 1.92% | 3.08% | 43 | -91,324 | -35.29% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 153,323 | 9,372 | 0.01% | 0.01% | 44 | +7,490 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 151,824 | 9,362 | 1.45% | — | 45 | +151,824 | New | Q4 2025 | Jan 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 139,628 | 8,606 | 0.58% | 0.64% | 46 | -1,911 | -1.35% | Q4 2025 | Jan 15, 2026 |
| Clarius Group, LLC | History | Reduced | 139,915 | 8,553 | 0.49% | 0.69% | 47 | -52,595 | -27.32% | Q4 2025 | Jan 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 131,133 | 8,016 | 3.97% | 4.41% | 48 | -20,638 | -13.6% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 129,044 | 7,888 | 1.46% | 1.46% | 49 | +6,976 | 5.71% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 128,091 | 7,830 | 0.09% | 0.09% | 50 | +43,998 | 52.32% | Q4 2025 | Jan 29, 2026 |
| PAX Financial Group, LLC | History | Added to | 125,801 | 7,690 | 1.33% | 1.32% | 51 | +4,623 | 3.82% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 124,035 | 7,582 | 0.26% | 0.03% | 52 | +110,866 | 841.87% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 120,800 | 7,384 | 0.39% | 0.42% | 53 | -1,392 | -1.14% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 118,480 | 7,242 | 0.0% | 0.01% | 54 | -10,711 | -8.29% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 109,717 | 6,706 | 0.01% | 0.01% | 55 | -14,045 | -11.35% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 107,819 | 6,590 | 0.18% | 0.12% | 56 | +76,998 | 249.82% | Q4 2025 | Feb 10, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 106,050 | 6,482 | 1.09% | 1.07% | 57 | +7,698 | 7.83% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 104,076 | 6,368 | 0.0% | 0.0% | 58 | -20,427 | -16.41% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 104,013 | 6,358 | 0.01% | 0.02% | 59 | +1,789 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Added to | 89,899 | 5,495 | 0.36% | 0.35% | 60 | +1,034 | 1.16% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 86,624 | 5,295 | 0.0% | 0.0% | 61 | -172,583 | -66.58% | Q4 2025 | Mar 25, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 268,187 | 5,294 | 0.94% | — | 62 | +268,187 | New | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 85,935 | 5,253 | 0.0% | — | 63 | +85,935 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,250 | 5,211 | 0.1% | 0.09% | 64 | +10,278 | 13.71% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 75,484 | 4,614 | 0.09% | 0.09% | 65 | +12,577 | 19.99% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,622 | 4,500 | 0.01% | 0.01% | 66 | +5,323 | 7.79% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 70,640 | 4,318 | 0.07% | 0.07% | 67 | +13,349 | 23.3% | Q4 2025 | Feb 19, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 67,967 | 4,154 | 0.33% | 0.36% | 68 | -5,168 | -7.07% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | Reduced | 66,643 | 4,073 | 3.14% | 3.29% | 69 | -3,589 | -5.11% | Q4 2025 | Feb 03, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 64,546 | 3,945 | 0.87% | 0.87% | 70 | -1,177 | -1.79% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 62,469 | 3,818 | 0.12% | 0.46% | 71 | -200,532 | -76.25% | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 60,469 | 3,696 | 0.03% | 0.03% | 72 | -7,244 | -10.7% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,072 | 3,427 | 0.0% | 0.0% | 73 | +36,516 | 186.73% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 52,298 | 3,196 | 0.02% | 0.03% | 74 | -14,732 | -21.98% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 51,572 | 3,152 | 0.03% | 0.03% | 75 | -3,187 | -5.82% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 51,039 | 3,120 | 0.1% | 0.06% | 76 | +26,689 | 109.61% | Q4 2025 | Feb 13, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 49,298 | 3,013 | 0.13% | 0.13% | 77 | +473 | 0.97% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 45,836 | 2,801 | 0.04% | 0.08% | 78 | -46,491 | -50.35% | Q4 2025 | Feb 09, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 45,519 | 2,782 | 0.76% | 0.97% | 79 | -14,615 | -24.3% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,469 | 2,718 | 0.02% | 0.02% | 80 | -2,512 | -5.35% | Q4 2025 | Jan 26, 2026 |
| Selby Wealth Management, LLC | History | New | 43,786 | 2,676 | 1.08% | — | 81 | +43,786 | New | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 41,866 | 2,559 | 0.24% | 0.24% | 82 | +10,794 | 34.74% | Q4 2025 | Jan 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 41,611 | 2,543 | 1.47% | 1.47% | 83 | -402 | -0.96% | Q4 2025 | Jan 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,422 | 2,532 | 0.08% | 0.09% | 84 | -1,006 | -2.37% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,031 | 2,510 | 0.02% | 0.02% | 85 | +2,638 | 6.87% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 40,389 | 2,469 | 0.0% | 0.0% | 86 | -256 | -0.63% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 40,159 | 2,454 | 0.19% | 0.24% | 87 | -8,903 | -18.15% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 36,501 | 2,231 | 0.07% | 0.07% | 88 | -139 | -0.38% | Q4 2025 | Jan 20, 2026 |
| Valued Retirements, Inc. | History | Reduced | 35,523 | 2,171 | 2.12% | 2.33% | 89 | -155 | -0.43% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | New | 34,323 | 2,098 | 0.05% | — | 90 | +34,323 | New | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 33,896 | 2,072 | 0.23% | 0.18% | 91 | +8,665 | 34.34% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 33,599 | 2,053 | 0.0% | 0.0% | 92 | -25,937 | -43.57% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 33,208 | 2,029 | 0.04% | 0.05% | 93 | -4,195 | -11.22% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,866 | 2,009 | 0.05% | 0.05% | 94 | -713 | -2.12% | Q4 2025 | Feb 06, 2026 |
| Sequent Planning LLC | History | Added to | 32,432 | 1,982 | 0.5% | 0.5% | 95 | +3,353 | 11.53% | Q4 2025 | Feb 05, 2026 |
| Colonial River Investments, LLC | History | Reduced | 30,622 | 1,871 | 0.67% | 0.69% | 96 | -500 | -1.61% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 30,199 | 1,846 | 0.09% | 0.13% | 97 | -24,475 | -44.77% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,482 | 1,802 | 0.0% | 0.0% | 98 | -606 | -2.01% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 29,091 | 1,778 | 0.03% | 0.03% | 99 | +449 | 1.57% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Reduced | 28,926 | 1,768 | 0.03% | 0.04% | 100 | -234 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 27,760 | 1,696 | 0.3% | 0.31% | 101 | +1,047 | 3.92% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Reduced | 27,690 | 1,692 | 0.08% | 0.1% | 102 | -2,921 | -9.54% | Q4 2025 | Feb 05, 2026 |
| Milestone Investment Advisors LLC | History | No change | 27,692 | 1,692 | 0.41% | 0.41% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 26,129 | 1,597 | 1.17% | 1.15% | 104 | +416 | 1.62% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 25,531 | 1,560 | 0.18% | 0.19% | 105 | -396 | -1.53% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,098 | 1,534 | 0.0% | 0.0% | 106 | -1,461 | -5.5% | Q4 2025 | Feb 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 24,543 | 1,532 | 0.43% | 1.87% | 107 | -77,121 | -75.86% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 24,899 | 1,522 | 0.02% | 0.02% | 108 | +62 | 0.25% | Q4 2025 | Feb 06, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 24,858 | 1,519 | 0.6% | 0.67% | 109 | -1,098 | -4.23% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,724 | 1,511 | 0.01% | 0.01% | 110 | +6,178 | 33.31% | Q4 2025 | Feb 18, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 24,580 | 1,502 | 1.02% | 1.1% | 111 | -962 | -3.77% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 24,498 | 1,497 | 0.0% | 0.0% | 112 | -1,495 | -5.75% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23,463 | 1,434 | 0.19% | — | 113 | +23,463 | New | Q4 2025 | Feb 09, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 22,557 | 1,378 | 0.56% | 0.59% | 114 | -2,010 | -8.18% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 21,407 | 1,308 | 0.89% | 0.99% | 115 | -508 | -2.32% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,977 | 1,283 | 0.0% | 0.0% | 116 | +670 | 3.3% | Q4 2025 | Feb 17, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 20,248 | 1,237 | 1.07% | 1.13% | 117 | -2,577 | -11.29% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,466 | 1,128 | 0.02% | 0.02% | 118 | -720 | -3.75% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 18,380 | 1,123 | 0.09% | — | 119 | +18,380 | New | Q4 2025 | Mar 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,635 | 1,078 | 0.04% | 0.03% | 120 | +2,484 | 16.39% | Q4 2025 | Jan 21, 2026 |
| Alteri Wealth LLC | History | Added to | 16,980 | 1,037 | 0.34% | 0.33% | 121 | +1,194 | 7.56% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,934 | 1,035 | 0.01% | 0.0% | 122 | +3,753 | 28.47% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 16,612 | 1,015 | 0.08% | 0.09% | 123 | -439 | -2.57% | Q4 2025 | Feb 04, 2026 |
| Petix & Botte Co | History | Added to | 16,586 | 1,013 | 0.23% | 0.2% | 124 | +1,986 | 13.6% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,329 | 1,006 | 0.0% | 0.0% | 125 | -819 | -4.78% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 16,330 | 998 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,359 | 877 | 0.29% | 0.27% | 127 | -176 | -1.21% | Q4 2025 | Jan 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 14,250 | 871 | 0.53% | 0.69% | 128 | -5,274 | -27.01% | Q4 2025 | Jan 29, 2026 |
| Fox Financial, Inc | History | Reduced | 13,979 | 854 | 0.68% | 0.68% | 129 | -135 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Apollon Financial, LLC | History | Reduced | 13,903 | 849 | 0.12% | 0.15% | 130 | -1,420 | -9.27% | Q4 2025 | Jan 22, 2026 |
| Independent Advisor Alliance | History | New | 12,665 | 774 | 0.02% | — | 131 | +12,665 | New | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,354 | 755 | 0.0% | — | 132 | +12,354 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,359 | 755 | 0.02% | 0.02% | 133 | -1,815 | -12.81% | Q4 2025 | Feb 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 12,273 | 750 | 0.28% | 0.29% | 134 | -75 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 11,992 | 733 | 0.41% | 0.43% | 135 | -301 | -2.45% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Reduced | 11,793 | 720 | 0.0% | 0.0% | 136 | -3,799 | -24.37% | Q4 2025 | Feb 11, 2026 |
| CAP Partners, LLC | History | Reduced | 11,791 | 720 | 0.41% | 0.4% | 137 | -6 | -0.05% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,764 | 719 | 0.0% | — | 138 | +11,764 | New | Q4 2025 | Feb 10, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 11,515 | 703 | 0.18% | 0.19% | 139 | -297 | -2.51% | Q4 2025 | Feb 03, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 11,434 | 698 | 0.69% | — | 140 | +11,434 | New | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 11,326 | 692 | 0.02% | 0.02% | 141 | +519 | 4.8% | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,134 | 680 | 0.05% | — | 142 | +11,134 | New | Q4 2025 | Jan 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 11,064 | 676 | 0.19% | 0.22% | 143 | -1,334 | -10.76% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,854 | 663 | 0.02% | 0.01% | 144 | +3,163 | 41.13% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 10,828 | 661 | 0.0% | 0.0% | 145 | +471 | 4.55% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Reduced | 10,673 | 652 | 0.11% | 0.18% | 147 | -7,629 | -41.68% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 10,676 | 652 | 0.02% | 0.02% | 146 | -460 | -4.13% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,885 | 604 | 0.33% | 0.34% | 148 | +276 | 2.87% | Q4 2025 | Jan 30, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 9,379 | 592 | 0.43% | 0.51% | 149 | -1,954 | -17.24% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,409 | 575 | 0.03% | 0.03% | 150 | +158 | 1.71% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 9,298 | 568 | 0.02% | 0.02% | 151 | -491 | -5.02% | Q4 2025 | Jan 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 8,981 | 548 | 0.37% | — | 152 | +8,981 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,814 | 538 | 0.01% | 0.01% | 153 | -22 | -0.25% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,635 | 527 | 0.03% | 0.02% | 154 | +4,125 | 91.46% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | No change | 8,543 | 522 | 0.0% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,385 | 512 | 0.0% | 0.0% | 156 | +650 | 8.4% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 8,246 | 504 | 0.02% | 0.17% | 157 | -78,658 | -90.51% | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Added to | 8,104 | 495 | 0.32% | 0.28% | 158 | +723 | 9.8% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,083 | 494 | 0.01% | 0.01% | 159 | -492 | -5.74% | Q4 2025 | Jan 16, 2026 |
| OPAL CAPITAL LLC | History | New | 7,739 | 491 | 0.12% | — | 160 | +7,739 | New | Q4 2025 | Feb 17, 2026 |
| Seros Financial, LLC | History | No change | 7,904 | 483 | 0.28% | 0.29% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vantus Wealth LLC | History | New | 7,889 | 482 | 0.36% | — | 162 | +7,889 | New | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | No change | 7,590 | 463 | 0.1% | 0.11% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,552 | 461 | 0.01% | 0.01% | 164 | -217 | -2.79% | Q4 2025 | Jan 29, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 7,439 | 454 | 0.13% | 0.14% | 165 | -1,128 | -13.17% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Added to | 7,296 | 445 | 0.26% | 0.3% | 166 | +14 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | New | 7,171 | 438 | 0.16% | — | 167 | +7,171 | New | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | New | 7,164 | 437 | 0.05% | — | 168 | +7,164 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 7,077 | 432 | 0.0% | 0.0% | 169 | +1,400 | 24.66% | Q4 2025 | Feb 12, 2026 |
| Golden State Equity Partners | History | Reduced | 7,021 | 429 | 0.07% | 0.07% | 170 | -13 | -0.18% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 6,966 | 425 | 0.0% | 0.0% | 171 | -4,222 | -37.74% | Q4 2025 | Jan 23, 2026 |
| AlphaStar Capital Management, LLC | History | New | 6,872 | 420 | 0.03% | — | 172 | +6,872 | New | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,767 | 413 | 0.01% | 0.0% | 173 | +36 | 0.53% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,667 | 407 | 0.0% | — | 175 | +6,667 | New | Q4 2025 | Feb 18, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,665 | 407 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,656 | 406 | 0.0% | 0.0% | 176 | -315 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,647 | 406 | 0.0% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 6,451 | 394 | 0.0% | 0.0% | 178 | +208 | 3.33% | Q4 2025 | Feb 05, 2026 |
| ACT Advisors, LLC. | History | Reduced | 6,382 | 390 | 0.15% | 0.17% | 179 | -813 | -11.3% | Q4 2025 | Jan 14, 2026 |
| truNorth Financial Services, Inc. | History | New | 6,340 | 387 | 0.42% | — | 180 | +6,340 | New | Q4 2025 | Feb 17, 2026 |
| NCM Capital Management, LLC | History | Added to | 6,251 | 382 | 0.14% | 0.15% | 181 | +1 | 0.02% | Q4 2025 | Mar 02, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 6,031 | 368 | 0.24% | 0.34% | 182 | -877 | -12.7% | Q4 2025 | Jan 26, 2026 |
| Centennial Advisors, LLC | History | New | 5,989 | 366 | 0.48% | — | 183 | +5,989 | New | Q4 2025 | Jan 22, 2026 |
| Elite Life Management LLC | History | Added to | 5,587 | 352 | 0.57% | 0.62% | 184 | +506 | 9.96% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,754 | 351 | 0.01% | 0.04% | 185 | -20,104 | -77.75% | Q4 2025 | Jan 29, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 5,525 | 337 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 5,143 | 314 | 0.17% | — | 187 | +5,143 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 5,130 | 313 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| United Advisor Group, LLC | History | No change | 5,127 | 313 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 5,012 | 306 | 0.01% | 0.02% | 190 | -34 | -0.67% | Q4 2025 | Jan 28, 2026 |
| Point72 Asset Management, L.P. | History | New | 4,972 | 303 | 0.0% | — | 191 | +4,972 | New | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Added to | 4,965 | 303 | 0.08% | 0.08% | 192 | +5 | 0.1% | Q4 2025 | Jan 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 4,792 | 292 | 0.02% | 0.03% | 193 | -791 | -14.17% | Q4 2025 | Feb 04, 2026 |
| White Pine Investment CO | History | Reduced | 4,646 | 284 | 0.07% | 0.66% | 194 | -41,414 | -89.91% | Q4 2025 | Jan 28, 2026 |
| SPINNAKER TRUST | History | No change | 4,631 | 283 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,623 | 282 | 0.05% | — | 196 | +4,623 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,596 | 280 | 0.0% | 0.0% | 197 | +1,053 | 29.72% | Q4 2025 | Feb 12, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 4,574 | 279 | 0.5% | 0.66% | 198 | -845 | -15.59% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Added to | 4,473 | 273 | 0.0% | 0.0% | 199 | +101 | 2.31% | Q4 2025 | Jan 26, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 4,305 | 263 | 0.03% | 0.03% | 200 | +11 | 0.26% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,269 | 260 | 0.0% | 0.01% | 201 | -1,668 | -28.09% | Q4 2025 | Feb 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 4,240 | 259 | 0.07% | 0.08% | 202 | -217 | -4.87% | Q4 2025 | Feb 09, 2026 |
| Beacon Wealthcare LLC | History | No change | 4,210 | 257 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,166 | 254 | 0.0% | 0.0% | 204 | -514 | -10.98% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 4,061 | 248 | 0.01% | — | 205 | +4,061 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,900 | 238 | 0.0% | — | 206 | +3,900 | New | Q4 2025 | Feb 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,882 | 237 | 0.09% | 0.17% | 207 | -3,363 | -46.42% | Q4 2025 | Jan 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 3,832 | 234 | 0.08% | 0.13% | 208 | -2,097 | -35.37% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 3,790 | 231 | 0.0% | 0.0% | 209 | +410 | 12.13% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,569 | 218 | 0.0% | 0.0% | 210 | -76 | -2.09% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,501 | 214 | 0.0% | 0.0% | 211 | -935 | -21.08% | Q4 2025 | Feb 13, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 3,404 | 208 | 0.08% | 0.09% | 213 | -235 | -6.46% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,403 | 208 | 0.01% | 0.01% | 212 | -217 | -5.99% | Q4 2025 | Feb 04, 2026 |
| MOR Wealth Management, LLC | History | New | 3,400 | 207 | 0.09% | — | 214 | +3,400 | New | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,335 | 203 | 0.02% | 0.01% | 215 | +3 | 0.09% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,302 | 201 | 0.0% | 0.0% | 216 | -790 | -19.31% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 3,218 | 196 | 0.0% | 0.0% | 217 | -3,207 | -49.91% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 2,874 | 175 | 0.07% | 0.08% | 218 | -36 | -1.24% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,795 | 170 | 0.0% | 0.0% | 219 | +1 | 0.04% | Q4 2025 | Mar 16, 2026 |
| Concord Wealth Partners | History | No change | 2,378 | 145 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,359 | 144 | 0.01% | 0.01% | 221 | -113 | -4.57% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,349 | 143 | 0.0% | 0.0% | 222 | +584 | 33.09% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 2,156 | 131 | 0.0% | — | 223 | +2,156 | New | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,051 | 125 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,895 | 115 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,676 | 102 | 0.03% | — | 226 | +1,676 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,645 | 100 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,505 | 92 | 0.0% | 0.01% | 228 | -5,239 | -77.68% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,480 | 90 | 0.01% | — | 229 | +1,480 | New | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,396 | 85 | 0.03% | — | 230 | +1,396 | New | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | No change | 1,225 | 74 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Capital Analysts, LLC | History | No change | 994 | 61 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 921 | 56 | 0.0% | 0.0% | 233 | +1 | 0.11% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 908 | 55 | 0.0% | 0.0% | 234 | +1 | 0.11% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 862 | 52 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 823 | 50 | 0.0% | 0.0% | 236 | -91 | -9.96% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 826 | 50 | 0.0% | 0.0% | 237 | -89 | -9.73% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 608 | 37 | 0.0% | 0.0% | 238 | +258 | 73.71% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 560 | 34 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 520 | 31 | 0.0% | 0.0% | 240 | +1 | 0.19% | Q4 2025 | Feb 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 478 | 29 | 0.0% | — | 241 | +478 | New | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 456 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 419 | 25 | 0.0% | — | 243 | +419 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 400 | 24 | 0.0% | — | 244 | +400 | New | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 364 | 22 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Reduced | 344 | 21 | 0.0% | 0.01% | 246 | -232 | -40.28% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | No change | 317 | 19 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 229 | 14 | 0.01% | 0.01% | 248 | -1,749 | -88.42% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 160 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 140 | 8 | 0.0% | — | 250 | +140 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 116 | 7 | 0.0% | — | 251 | +116 | New | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 130 | 7 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 114 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jessup Wealth Management, Inc | History | New | 94 | 5 | 0.0% | — | 254 | +94 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 68 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 78 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 58 | 3 | 0.0% | — | 261 | +58 | New | Q4 2025 | Feb 19, 2026 |
| DecisionPoint Financial, LLC | History | New | 54 | 3 | 0.0% | — | 260 | +54 | New | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 52 | 3 | 0.0% | — | 259 | +52 | New | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | New | 30 | 1 | 0.0% | — | 263 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | New | 27 | 1 | 0.0% | — | 267 | +27 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 19 | 1 | 0.0% | — | 266 | +19 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -293,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -18,076 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Stewardship Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,494 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -7,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,493 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,007 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Goodman Advisory Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |