PLAINS ALL AMERICAN PIPELINE LP - PAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Reduced | 76,051,589 | 1,365,886 | 7.95% | 7.23% | 1 | -15,234 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 33,508,798 | 601,818 | 0.09% | 0.09% | 2 | +228,106 | 0.69% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,049,972 | 360,097 | 0.04% | 0.04% | 3 | +3,033,216 | 17.82% | Q4 2025 | Mar 25, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,289,879 | 292,566 | 0.44% | 0.43% | 4 | +684,036 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | Reduced | 13,292,576 | 238,734 | 0.94% | 0.95% | 5 | -471,647 | -3.43% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 9,881,248 | 177,467 | 0.01% | 0.01% | 6 | +2,833,161 | 40.2% | Q4 2025 | Feb 13, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 9,542,156 | 171,377 | 2.18% | 2.04% | 7 | +265,555 | 2.86% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 7,778,653 | 139,704 | 0.02% | 0.02% | 8 | -618,099 | -7.36% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,927,631 | 106,460 | 0.01% | 0.01% | 9 | -1,271,327 | -17.66% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,359,616 | 96,258 | 0.01% | 0.01% | 10 | -296,074 | -5.23% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 5,119,534 | 91,946 | 2.09% | 1.92% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 4,713,673 | 84,657 | 0.14% | 0.15% | 12 | -388,807 | -7.62% | Q4 2025 | Feb 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 3,631,255 | 65,217 | 2.41% | 2.69% | 13 | -486,115 | -11.81% | Q4 2025 | Jan 28, 2026 |
| Fractal Investments LLC | History | Reduced | 3,625,784 | 65,119 | 9.09% | 9.42% | 14 | -199,874 | -5.22% | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 3,089,500 | 55,487 | 0.1% | 0.11% | 15 | -631,566 | -16.97% | Q4 2025 | Feb 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 2,959,828 | 53,158 | 5.14% | 5.33% | 16 | -294,085 | -9.04% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,921,200 | 52,464 | 0.01% | 0.01% | 17 | +370,400 | 14.52% | Q4 2025 | Feb 17, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 2,854,516 | 51,267 | 1.55% | 1.5% | 18 | -24,442 | -0.85% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,748,421 | 49,361 | 0.01% | 0.01% | 19 | -539,348 | -16.4% | Q4 2025 | Feb 17, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 2,721,420 | 48,877 | 2.01% | 1.91% | 20 | -15,202 | -0.56% | Q4 2025 | Jan 12, 2026 |
| BERKLEY W R CORP | History | Added to | 2,684,307 | 48,210 | 2.27% | 1.89% | 21 | +757,505 | 39.31% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,670,671 | 47,965 | 0.04% | 0.03% | 22 | -700 | -0.03% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 2,502,350 | 44,942 | 0.01% | 0.01% | 23 | +301,065 | 13.68% | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 2,502,309 | 44,941 | 0.08% | 0.04% | 24 | +1,237,877 | 97.9% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,265,227 | 40,683 | 0.01% | 0.0% | 25 | +992,827 | 78.03% | Q4 2025 | Feb 12, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 2,176,900 | 39,097 | 0.44% | 0.36% | 26 | +320,000 | 17.23% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 2,184,958 | 38,915 | 0.15% | — | 27 | +2,184,958 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,883,597 | 33,829 | 0.01% | 0.01% | 28 | -51,080 | -2.64% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,684,860 | 30,260 | 0.01% | 0.02% | 29 | +31,093 | 1.88% | Q4 2025 | Feb 10, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 1,657,477 | 29,768 | 0.07% | 0.07% | 30 | -27,476 | -1.63% | Q4 2025 | Feb 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Added to | 1,594,440 | 28,636 | 6.46% | 5.31% | 31 | +281,609 | 21.45% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,520,775 | 27,313 | 0.0% | 0.01% | 32 | -267,553 | -14.96% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 1,416,735 | 25,444 | 0.08% | 0.06% | 33 | +417,966 | 41.85% | Q4 2025 | Feb 12, 2026 |
| Energy Income Partners, LLC | History | Added to | 1,339,457 | 24,056 | 0.44% | 0.43% | 34 | +36,215 | 2.78% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,137,100 | 20,422 | 0.01% | 0.01% | 35 | +317,200 | 38.69% | Q4 2025 | Jan 29, 2026 |
| Bollard Group LLC | History | Reduced | 1,129,254 | 20,281 | 0.51% | 0.49% | 36 | -82,377 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,002,376 | 18,002 | 0.02% | 0.02% | 37 | +3,448 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 827,791 | 14,867 | 1.96% | 1.73% | 38 | +43,000 | 5.48% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 795,563 | 14,288 | 0.01% | 0.0% | 39 | +260,363 | 48.65% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 785,595 | 14,109 | 0.0% | 0.0% | 40 | +53,551 | 7.32% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 736,010 | 13,218 | 0.0% | 0.0% | 41 | +34,661 | 4.94% | Q4 2025 | Feb 11, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 698,886 | 12,552 | 0.02% | 0.01% | 42 | +69,650 | 11.07% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 676,024 | 12,141 | 0.1% | 0.12% | 43 | -6,408 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 663,763 | 11,921 | 0.36% | 0.34% | 44 | +26,420 | 4.15% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 657,686 | 11,812 | 0.01% | 0.0% | 45 | +622,070 | 1746.6% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 606,171 | 10,887 | 0.0% | — | 46 | +606,171 | New | Q4 2025 | Feb 17, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | Added to | 600,000 | 10,776 | 6.27% | 5.56% | 47 | +25,000 | 4.35% | Q4 2025 | Jan 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 599,200 | 10,761 | 0.01% | 0.0% | 48 | +131,900 | 28.23% | Q4 2025 | Feb 11, 2026 |
| Turas Capital Management LP | History | New | 598,100 | 10,741 | 3.6% | — | 49 | +598,100 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 585,900 | 10,522 | 0.02% | 0.03% | 50 | -505,489 | -46.32% | Q4 2025 | Mar 12, 2026 |
| Americana Partners, LLC | History | Added to | 578,541 | 10,390 | 0.29% | 0.14% | 51 | +304,247 | 110.92% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 565,617 | 10,158 | 0.08% | 0.07% | 52 | +98,666 | 21.13% | Q4 2025 | Jan 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 555,822 | 9,982 | 0.0% | 0.0% | 53 | -26,496 | -4.55% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 526,830 | 9,461 | 0.0% | 0.0% | 54 | -13,802 | -2.55% | Q4 2025 | Feb 17, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 526,412 | 9,454 | 2.36% | 2.46% | 55 | -2,519 | -0.48% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 500,040 | 8,980 | 0.15% | — | 56 | +500,040 | New | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 438,745 | 7,879 | 0.16% | 0.15% | 57 | +8,463 | 1.97% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | No change | 438,196 | 7,870 | 0.28% | 0.26% | 58 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 430,162 | 7,725 | 0.01% | 0.01% | 59 | +23,928 | 5.89% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | Added to | 428,441 | 7,694 | 0.09% | 0.05% | 60 | +173,703 | 68.19% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 415,715 | 7,466 | 0.13% | 0.11% | 61 | +26,890 | 6.92% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 412,500 | 7,408 | 2.69% | 2.71% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 398,636 | 7,153 | 0.01% | 0.01% | 63 | -68,692 | -14.7% | Q4 2025 | Mar 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 374,945 | 6,734 | 0.18% | 0.17% | 64 | +8,091 | 2.21% | Q4 2025 | Jan 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 364,794 | 6,551 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 352,369 | 6,328 | 0.01% | 0.01% | 66 | +174,993 | 98.66% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 338,798 | 6,084 | 0.0% | 0.0% | 67 | -96,044 | -22.09% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 294,734 | 5,293 | 0.0% | 0.0% | 68 | +51,498 | 21.17% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 239,860 | 4,307 | 0.01% | 0.0% | 69 | +125,896 | 110.47% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 230,823 | 4,145 | 0.02% | — | 70 | +230,823 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 228,865 | 4,110 | 0.0% | 0.0% | 71 | +960 | 0.42% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 226,793 | 4,073 | 0.15% | 0.15% | 72 | -9,443 | -4.0% | Q4 2025 | Jan 07, 2026 |
| BlackRock, Inc. | History | Reduced | 220,022 | 3,951 | 0.0% | 0.0% | 73 | -176,996 | -44.58% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 205,077 | 3,935 | 0.1% | 0.09% | 74 | -6,040 | -2.86% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 215,544 | 3,871 | 0.0% | 0.0% | 75 | +2,687 | 1.26% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 204,559 | 3,673 | 0.0% | 0.0% | 76 | +67 | 0.03% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 204,203 | 3,667 | 0.0% | 0.0% | 77 | -141,729 | -40.97% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 199,700 | 3,586 | 0.0% | 0.0% | 78 | -28,800 | -12.6% | Q4 2025 | Feb 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 189,300 | 3,399 | 0.72% | 0.86% | 79 | -61,000 | -24.37% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 186,644 | 3,352 | 0.01% | 0.01% | 80 | -16,834 | -8.27% | Q4 2025 | Mar 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 177,542 | 3,188 | 0.06% | 0.06% | 81 | -4,025 | -2.22% | Q4 2025 | Feb 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 170,836 | 3,068 | 0.04% | 0.03% | 82 | +14,923 | 9.57% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 169,158 | 3,038 | 0.01% | 0.01% | 83 | -799 | -0.47% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 156,279 | 2,806 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 155,300 | 2,789 | 0.16% | 0.14% | 85 | +10,000 | 6.88% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 154,473 | 2,774 | 0.0% | 0.0% | 86 | +9,307 | 6.41% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 152,141 | 2,732 | 0.0% | 0.0% | 87 | +29,179 | 23.73% | Q4 2025 | Jan 30, 2026 |
| GraniteShares Advisors LLC | History | New | 151,256 | 2,716 | 1.65% | — | 88 | +151,256 | New | Q4 2025 | Jan 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 150,080 | 2,695 | 0.0% | 0.0% | 89 | +5,162 | 3.56% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 150,000 | 2,694 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Callodine Capital Management, LP | History | No change | 150,000 | 2,694 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 149,808 | 2,690 | 0.0% | 0.0% | 92 | -16,945 | -10.16% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 138,446 | 2,486 | 0.01% | 0.01% | 93 | +3,130 | 2.31% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 138,341 | 2,484 | 0.12% | 0.12% | 94 | +7,898 | 6.05% | Q4 2025 | Jan 26, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 136,975 | 2,460 | 0.39% | 0.34% | 95 | +9,650 | 7.58% | Q4 2025 | Jan 12, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 132,577 | 2,381 | 0.46% | 0.42% | 96 | -8,034 | -5.71% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 126,952 | 2,280 | 0.0% | 0.0% | 97 | -6,991 | -5.22% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 126,681 | 2,275 | 0.01% | 0.01% | 98 | +11,954 | 10.42% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 125,781 | 2,271 | 0.0% | 0.0% | 99 | +256 | 0.2% | Q4 2025 | Jan 08, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 118,858 | 2,134 | 0.27% | 0.27% | 100 | -500 | -0.42% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 117,969 | 2,118 | 0.01% | 0.01% | 101 | +6,663 | 5.99% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 115,385 | 2,072 | 0.0% | 0.0% | 102 | -3,035 | -2.56% | Q4 2025 | Feb 11, 2026 |
| Clarus Group, Inc. | History | Added to | 114,399 | 2,054 | 0.74% | 0.67% | 103 | +877 | 0.77% | Q4 2025 | Jan 16, 2026 |
| Oxbow Advisors, LLC | History | No change | 113,932 | 2,046 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 110,111 | 1,977 | 0.13% | 0.13% | 105 | +47 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 109,604 | 1,968 | 0.18% | 0.22% | 106 | -29,056 | -20.95% | Q4 2025 | Feb 11, 2026 |
| Rydar Equities, Inc. | History | Reduced | 106,524 | 1,913 | 1.49% | 1.49% | 107 | -2,845 | -2.6% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 104,281 | 1,872 | 0.05% | 0.05% | 108 | +9,073 | 9.53% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 100,720 | 1,808 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 99,219 | 1,781 | 0.3% | 0.32% | 110 | -6,002 | -5.7% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,289 | 1,749 | 0.0% | 0.0% | 111 | +59,641 | 158.42% | Q4 2025 | Feb 17, 2026 |
| Cohen Capital Management, Inc. | History | No change | 95,397 | 1,713 | 0.26% | 0.25% | 112 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 93,647 | 1,681 | 0.02% | 0.02% | 113 | +38 | 0.04% | Q4 2025 | Feb 05, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 88,263 | 1,585 | 0.42% | 0.45% | 114 | -3,057 | -3.35% | Q4 2025 | Feb 04, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 86,237 | 1,548 | 1.18% | 1.12% | 115 | -2,044 | -2.32% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 82,526 | 1,482 | 0.03% | 0.02% | 116 | +223 | 0.27% | Q4 2025 | Jan 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 82,470 | 1,481 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 80,845 | 1,451 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 73,910 | 1,332 | 0.01% | 0.0% | 119 | +47,954 | 184.75% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 73,669 | 1,323 | 0.03% | 0.03% | 120 | +1,812 | 2.52% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 72,592 | 1,303 | 0.01% | 0.01% | 121 | -9,420 | -11.49% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 71,679 | 1,287 | 0.05% | 0.02% | 122 | +49,477 | 222.85% | Q4 2025 | Feb 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,463 | 1,283 | 0.0% | 0.0% | 123 | -5,848 | -7.56% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 71,205 | 1,278 | 0.11% | 0.1% | 124 | +9,967 | 16.28% | Q4 2025 | Feb 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 70,459 | 1,265 | 0.04% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 68,000 | 1,221 | 0.0% | 0.0% | 126 | -1,797 | -2.57% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 67,520 | 1,212 | 0.01% | 0.2% | 127 | -1,551,880 | -95.83% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 62,598 | 1,124 | 0.0% | 0.0% | 128 | +2,535 | 4.22% | Q4 2025 | Feb 17, 2026 |
| RR Advisors, LLC | History | Reduced | 62,549 | 1,123 | 0.35% | 0.63% | 129 | -92,451 | -59.65% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,456 | 1,121 | 0.02% | 0.02% | 130 | +1,313 | 2.15% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Added to | 62,291 | 1,118 | 0.02% | 0.02% | 131 | +1,545 | 2.54% | Q4 2025 | Feb 17, 2026 |
| Morse Asset Management, Inc | History | Added to | 62,000 | 1,113 | 0.22% | 0.2% | 132 | +2,000 | 3.33% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 61,265 | 1,100 | 0.02% | 0.02% | 133 | +599 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,681 | 1,089 | 0.01% | 0.01% | 134 | +7,548 | 14.21% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 60,001 | 1,077 | 0.08% | 0.08% | 135 | +107 | 0.18% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 57,145 | 1,026 | 0.01% | 0.01% | 136 | +258 | 0.45% | Q4 2025 | Feb 02, 2026 |
| Bramshill Investments, LLC | History | Added to | 56,261 | 1,010 | 0.06% | 0.07% | 137 | +369 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Clear Trail Advisors, LLC | History | New | 56,189 | 1,009 | 0.23% | — | 138 | +56,189 | New | Q4 2025 | Jan 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 55,003 | 987 | 0.01% | 0.01% | 139 | +3,736 | 7.29% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 54,996 | 987 | 0.17% | 0.16% | 140 | -280 | -0.51% | Q4 2025 | Jan 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 54,200 | 973 | 0.58% | 0.62% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 52,496 | 942 | 0.48% | 0.48% | 142 | +715 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Corps Capital Advisors, LLC | History | Reduced | 52,468 | 942 | 0.98% | 1.36% | 143 | -88 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 51,507 | 925 | 0.0% | 0.0% | 144 | +14,814 | 40.37% | Q4 2025 | Jan 26, 2026 |
| Prospect Financial Services LLC | History | Reduced | 51,120 | 918 | 0.53% | 0.58% | 145 | -7,542 | -12.86% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 49,394 | 887 | 0.09% | 0.09% | 146 | -1,588 | -3.11% | Q4 2025 | Jan 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 48,885 | 877 | 0.07% | 0.07% | 147 | +5,865 | 13.63% | Q4 2025 | Jan 28, 2026 |
| NEOS Investment Management LLC | History | New | 47,125 | 846 | 0.0% | — | 148 | +47,125 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,099 | 845 | 0.0% | 0.01% | 149 | -863 | -1.8% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Added to | 46,733 | 839 | 0.02% | 0.02% | 150 | +6,831 | 17.12% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,373 | 833 | 0.0% | 0.0% | 151 | -10,600 | -18.61% | Q4 2025 | Feb 05, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 44,140 | 792 | 0.08% | 0.1% | 152 | +105 | 0.24% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 43,853 | 787 | 0.0% | 0.0% | 153 | +5,587 | 14.6% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 41,210 | 740 | 0.02% | 0.02% | 154 | +301 | 0.74% | Q4 2025 | Jan 30, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 41,103 | 738 | 0.32% | 0.24% | 155 | +6,056 | 17.28% | Q4 2025 | Jan 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 40,900 | 734 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 39,479 | 709 | 0.58% | 0.5% | 157 | +4,200 | 11.91% | Q4 2025 | Feb 02, 2026 |
| Manske Wealth Management | History | Added to | 39,208 | 704 | 0.21% | 0.2% | 158 | +100 | 0.26% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | No change | 38,552 | 692 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 38,324 | 688 | 0.04% | 0.03% | 160 | +8,288 | 27.59% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,064 | 683 | 0.0% | 0.0% | 161 | +5,900 | 18.34% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 37,726 | 677 | 0.02% | 0.06% | 162 | -26,671 | -41.42% | Q4 2025 | Feb 17, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 35,000 | 628 | 0.06% | 0.04% | 163 | +15,000 | 75.0% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | No change | 34,686 | 622 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | New | 34,430 | 618 | 0.03% | — | 165 | +34,430 | New | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | New | 34,221 | 614 | 0.01% | — | 167 | +34,221 | New | Q4 2025 | Jan 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,229 | 614 | 0.0% | 0.0% | 166 | -1,635 | -4.56% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 34,110 | 612 | 0.01% | 0.01% | 168 | +3,581 | 11.73% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 33,569 | 602 | 0.04% | 0.04% | 169 | +2,563 | 8.27% | Q4 2025 | Feb 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,410 | 600 | 0.0% | 0.0% | 170 | +303 | 0.92% | Q4 2025 | Feb 02, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 33,300 | 598 | 0.08% | 0.09% | 171 | +7,892 | 31.06% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 33,233 | 596 | 0.02% | — | 173 | +33,233 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 33,214 | 596 | 0.01% | 0.01% | 172 | -533 | -1.58% | Q4 2025 | Feb 10, 2026 |
| Sippican Capital Advisors | History | Added to | 32,800 | 589 | 0.38% | 0.36% | 174 | +775 | 2.42% | Q4 2025 | Jan 23, 2026 |
| Greenline Partners, LLC | History | Added to | 31,642 | 568 | 0.06% | 0.06% | 175 | +4,134 | 15.03% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Reduced | 31,550 | 566 | 0.04% | 0.05% | 176 | -10,300 | -24.61% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 31,505 | 565 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,824 | 553 | 0.0% | 0.0% | 178 | +5,076 | 19.71% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 30,530 | 548 | 0.0% | 0.0% | 179 | +128 | 0.42% | Q4 2025 | Jan 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 27,431 | 544 | 0.38% | 0.34% | 180 | -165 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 29,766 | 534 | 0.14% | 0.13% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 29,640 | 532 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,470 | 529 | 0.01% | 0.01% | 183 | +228 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,431 | 528 | 0.01% | 0.01% | 184 | +1,572 | 5.64% | Q4 2025 | Jan 29, 2026 |
| Symmetry Partners, LLC | History | No change | 28,105 | 504 | 0.03% | 0.05% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,986 | 502 | 0.0% | 0.0% | 186 | -3,673 | -11.6% | Q4 2025 | Jan 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 27,955 | 502 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 27,857 | 500 | 0.0% | 0.0% | 188 | -5,614 | -16.77% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 26,288 | 472 | 0.01% | 0.01% | 189 | +5,097 | 24.05% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,473 | 439 | 0.01% | 0.01% | 191 | +1,164 | 4.99% | Q4 2025 | Feb 03, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 24,485 | 439 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Liberty Capital Management, Inc. | History | No change | 24,400 | 438 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,297 | 436 | 0.01% | 0.01% | 193 | +3 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Westover Capital Advisors, LLC | History | No change | 23,000 | 413 | 0.08% | 0.07% | 194 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Annandale Capital, LLC | History | No change | 22,288 | 400 | 0.05% | 0.06% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 22,251 | 399 | 0.06% | 0.06% | 196 | +147 | 0.67% | Q4 2025 | Jan 20, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 22,282 | 398 | 0.11% | 0.09% | 197 | +2,949 | 15.25% | Q4 2025 | Feb 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 22,049 | 396 | 0.08% | — | 199 | +22,049 | New | Q4 2025 | Jan 07, 2026 |
| Glenview Trust Co | History | No change | 22,076 | 396 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lee Financial Co | History | Reduced | 21,976 | 394 | 0.05% | 0.06% | 200 | -5,609 | -20.33% | Q4 2025 | Jan 22, 2026 |
| Procyon Advisors, LLC | History | New | 21,789 | 391 | 0.02% | — | 202 | +21,789 | New | Q4 2025 | Jan 07, 2026 |
| Callahan Advisors, LLC | History | Added to | 21,774 | 391 | 0.03% | 0.03% | 201 | +21 | 0.1% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 21,542 | 386 | 0.01% | 0.01% | 203 | +1,442 | 7.17% | Q4 2025 | Mar 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 21,409 | 384 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Atala Financial Inc | History | No change | 21,349 | 383 | 0.24% | 0.23% | 205 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stablepoint Partners, LLC | History | Added to | 21,110 | 379 | 0.06% | 0.06% | 206 | +500 | 2.43% | Q4 2025 | Jan 13, 2026 |
| Rede Wealth, LLC | History | New | 20,683 | 371 | 0.13% | — | 208 | +20,683 | New | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | Added to | 20,699 | 371 | 0.09% | 0.09% | 207 | +2 | 0.01% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 20,173 | 362 | 0.01% | 0.01% | 209 | -5,151 | -20.34% | Q4 2025 | Feb 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 20,000 | 359 | 0.06% | 0.04% | 210 | +5,000 | 33.33% | Q4 2025 | Feb 11, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 19,296 | 346 | 0.04% | 0.02% | 211 | +7,600 | 64.98% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 19,100 | 343 | 0.01% | 0.01% | 212 | +1,500 | 8.52% | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 19,051 | 342 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 18,779 | 337 | 0.12% | 0.11% | 214 | +419 | 2.28% | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 18,700 | 335 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,618 | 334 | 0.0% | 0.0% | 216 | +190 | 1.03% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,405 | 330 | 0.0% | 0.0% | 217 | -582 | -3.07% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 18,300 | 328 | 0.19% | 0.18% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 17,948 | 322 | 0.08% | 0.09% | 219 | -2,630 | -12.78% | Q4 2025 | Jan 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 17,900 | 321 | 0.02% | 0.02% | 220 | +3,300 | 22.6% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17,600 | 316 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 17,559 | 315 | 0.04% | 0.04% | 222 | -129 | -0.73% | Q4 2025 | Feb 06, 2026 |
| Creekside Partners | History | No change | 17,500 | 314 | 0.13% | 0.13% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morgan Creek Capital Management, LLC | History | New | 17,642 | 310 | 0.08% | — | 224 | +17,642 | New | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 17,000 | 305 | 0.22% | 0.27% | 226 | -5,000 | -22.73% | Q4 2025 | Feb 17, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 17,000 | 305 | 0.22% | 0.19% | 225 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 16,951 | 304 | 0.0% | 0.0% | 227 | +414 | 2.5% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | New | 16,853 | 302 | 0.0% | — | 228 | +16,853 | New | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Reduced | 16,453 | 295 | 0.01% | 0.01% | 229 | -2,647 | -13.86% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 16,242 | 291 | 0.01% | 0.0% | 230 | +13,660 | 529.05% | Q4 2025 | Feb 06, 2026 |
| ELCO Management Co., LLC | History | Reduced | 16,079 | 288 | 0.18% | 1.49% | 231 | -151,339 | -90.4% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 16,055 | 288 | 0.0% | — | 232 | +16,055 | New | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,982 | 287 | 0.0% | 0.0% | 235 | -994 | -5.86% | Q4 2025 | Jan 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 16,015 | 287 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 15,968 | 287 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Claris Financial LLC | History | New | 15,591 | 280 | 0.15% | — | 236 | +15,591 | New | Q4 2025 | Feb 19, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 15,457 | 277 | 0.19% | 0.15% | 237 | +3,000 | 24.08% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | No change | 16,222 | 276 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FourThought Financial Partners, LLC | History | No change | 15,268 | 274 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 15,161 | 272 | 0.07% | 0.07% | 240 | +252 | 1.69% | Q4 2025 | Jan 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 15,100 | 271 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 15,077 | 270 | 0.03% | 0.04% | 242 | -1,306 | -7.97% | Q4 2025 | Jan 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 14,847 | 266 | 0.02% | 0.02% | 243 | +413 | 2.86% | Q4 2025 | Jan 07, 2026 |
| COMMERCE BANK | History | Added to | 14,790 | 265 | 0.0% | 0.0% | 244 | +4,325 | 41.33% | Q4 2025 | Feb 13, 2026 |
| Arista Wealth Management, LLC | History | Added to | 14,600 | 262 | 0.03% | 0.02% | 245 | +3,000 | 25.86% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,455 | 259 | 0.0% | 0.0% | 246 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,267 | 256 | 0.05% | 0.04% | 247 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 14,162 | 254 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Composition Wealth, LLC | History | No change | 14,194 | 254 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,068 | 252 | 0.0% | 0.0% | 250 | +1,000 | 7.65% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 13,905 | 249 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Naviter Wealth, LLC | History | New | 13,858 | 248 | 0.03% | — | 252 | +13,858 | New | Q4 2025 | Jan 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 13,602 | 244 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | New | 12,984 | 233 | 0.0% | — | 254 | +12,984 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,938 | 232 | 0.0% | 0.0% | 255 | -12,013 | -48.15% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 12,625 | 226 | 0.01% | — | 256 | +12,625 | New | Q4 2025 | Feb 17, 2026 |
| KWB Wealth | History | No change | 12,547 | 225 | 0.02% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 12,400 | 222 | 0.11% | — | 259 | +12,400 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF STOCKTON | History | No change | 12,363 | 222 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,310 | 221 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prossimo Advisors, LLC | History | No change | 12,343 | 221 | 1.42% | 1.55% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 12,250 | 220 | 0.07% | — | 263 | +12,250 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12,189 | 220 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 12,206 | 219 | 0.18% | 0.18% | 264 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 12,058 | 216 | 0.22% | 0.2% | 266 | -147 | -1.2% | Q4 2025 | Feb 10, 2026 |
| Pingora Partners LLC | History | No change | 12,033 | 216 | 0.13% | 0.14% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,000 | 215 | 0.0% | 0.0% | 267 | -300 | -2.44% | Q4 2025 | Jan 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 11,918 | 214 | 0.03% | 0.04% | 268 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group | History | New | 11,653 | 209 | 0.02% | — | 269 | +11,653 | New | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 11,587 | 208 | 0.02% | 0.02% | 270 | -90 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 11,574 | 207 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DRW Securities, LLC | History | Reduced | 11,498 | 206 | 0.01% | 0.01% | 272 | -26,329 | -69.6% | Q4 2025 | Feb 12, 2026 |
| First Trust Capital Management L.P. | History | Reduced | 11,514 | 206 | 0.01% | 0.01% | 273 | -513 | -4.27% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 11,300 | 202 | 0.05% | 0.05% | 275 | -500 | -4.24% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11,295 | 202 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 11,038 | 198 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,953 | 196 | 0.01% | 0.01% | 277 | +121 | 1.12% | Q4 2025 | Jan 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 10,900 | 195 | 0.01% | 0.02% | 278 | -3,000 | -21.58% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 10,800 | 193 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cannell & Spears LLC | History | No change | 10,700 | 192 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,434 | 187 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 10,434 | 187 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,338 | 185 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,300 | 184 | 0.01% | 0.01% | 284 | +16 | 0.16% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 10,184 | 182 | 0.02% | 0.0% | 285 | +9,574 | 1569.51% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,057 | 180 | 0.0% | 0.0% | 286 | -4,700 | -31.85% | Q4 2025 | Feb 13, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 10,000 | 180 | 0.14% | 0.08% | 287 | +4,000 | 66.67% | Q4 2025 | Jan 08, 2026 |
| Stratos Investment Management, LLC | History | New | 10,000 | 179 | 0.01% | — | 288 | +10,000 | New | Q4 2025 | Jan 20, 2026 |
| Abel Hall, LLC | History | New | 10,000 | 179 | 0.04% | — | 289 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| SLT Holdings LLC | History | New | 10,000 | 179 | 0.12% | — | 290 | +10,000 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,963 | 178 | 0.0% | 0.0% | 291 | +442 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,700 | 174 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 9,598 | 172 | 0.07% | 0.07% | 293 | +180 | 1.91% | Q4 2025 | Jan 30, 2026 |
| GoalVest Advisory LLC | History | No change | 9,399 | 168 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 9,207 | 165 | 0.04% | 0.05% | 295 | -1,022 | -9.99% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 9,031 | 162 | 0.0% | — | 296 | +9,031 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,219 | 147 | 0.01% | — | 297 | +8,219 | New | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 8,000 | 143 | 0.01% | — | 298 | +8,000 | New | Q4 2025 | Jan 21, 2026 |
| Archer Investment Corp | History | No change | 8,000 | 143 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,802 | 140 | 0.02% | — | 300 | +7,802 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 7,577 | 136 | 0.0% | 0.0% | 301 | +2,200 | 40.92% | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | New | 7,404 | 132 | 0.05% | — | 302 | +7,404 | New | Q4 2025 | Jan 29, 2026 |
| TCTC Holdings, LLC | History | No change | 7,050 | 126 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 6,618 | 118 | 0.0% | 0.0% | 304 | +1,472 | 28.6% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Holdings, LLC | History | No change | 5,560 | 99 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 5,255 | 94 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,111 | 91 | 0.0% | 0.0% | 307 | +3,213 | 169.28% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,690 | 84 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | No change | 4,552 | 81 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Frankly Finances, LLC | History | New | 4,400 | 79 | 0.07% | — | 310 | +4,400 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,232 | 76 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,068 | 73 | 0.0% | 0.0% | 312 | +3,149 | 342.66% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 3,540 | 69 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,400 | 61 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 3,300 | 59 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | Reduced | 3,275 | 58 | 0.0% | 0.0% | 316 | -615 | -15.81% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,210 | 57 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,152 | 56 | 0.0% | 0.0% | 318 | -93 | -2.87% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,146 | 56 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Community Bank, N.A. | History | No change | 3,000 | 53 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| City State Bank | History | No change | 2,550 | 45 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 44 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,357 | 42 | 0.02% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,304 | 41 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 2,263 | 40 | 0.01% | 0.0% | 325 | +655 | 40.73% | Q4 2025 | Jan 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,232 | 40 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,221 | 39 | 0.0% | 0.0% | 327 | -2,035 | -47.81% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 2,200 | 39 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 2,205 | 39 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Operose Advisors LLC | History | Added to | 2,053 | 36 | 0.01% | 0.01% | 330 | +45 | 2.24% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,000 | 35 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 35 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CENTRAL TRUST Co | History | No change | 1,700 | 30 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,643 | 29 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,423 | 25 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,395 | 25 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,350 | 24 | 0.0% | 0.0% | 337 | -826 | -37.96% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | New | 1,200 | 22 | 0.0% | — | 338 | +1,200 | New | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,147 | 20 | 0.0% | 0.01% | 339 | -13,318 | -92.07% | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,021 | 18 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Added to | 971 | 17 | 0.0% | 0.0% | 341 | +202 | 26.27% | Q4 2025 | Jan 27, 2026 |
| Security National Bank | History | No change | 1,000 | 17 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | No change | 1,000 | 17 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Freedom, LLC | History | Added to | 847 | 15 | 0.01% | 0.01% | 345 | +19 | 2.29% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 841 | 15 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | No change | 750 | 13 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ORG Wealth Partners, LLC | History | No change | 730 | 13 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 722 | 12 | 0.0% | 0.0% | 349 | -300 | -29.35% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 700 | 12 | 0.0% | 0.0% | 348 | +100 | 16.67% | Q4 2025 | Jan 20, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 650 | 11 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 10 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | New | 450 | 8 | 0.0% | — | 354 | +450 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 8 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 8 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 8 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 500 | 8 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BIRCHBROOK, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 370 | 6 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 291 | 5 | 0.0% | 0.01% | 360 | -27,798 | -98.96% | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 305 | 5 | 0.0% | — | 363 | +305 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 247 | 4 | 0.0% | — | 365 | +247 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 275 | 4 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | No change | 235 | 4 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 240 | 4 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 217 | 3 | 0.0% | — | 369 | +217 | New | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | Added to | 195 | 3 | 0.0% | 0.0% | 368 | +4 | 2.09% | Q4 2025 | Feb 26, 2026 |
| ASSETMARK, INC | History | New | 132 | 2 | 0.0% | — | 370 | +132 | New | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 371 | -2,000 | -95.24% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 109 | 1 | 0.0% | — | 373 | +109 | New | Q4 2025 | Mar 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 109 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -606,403 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.04% | — | -414,400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.18% | — | -37,030 | -100.0% | Q3 2025 | Oct 22, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.07% | — | -36,470 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.64% | — | -19,500 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| McElhenny Sheffield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,990 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,975 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pointe Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,536 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,940 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,447 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,242 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,036 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,499 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,025 | -100.0% | Q3 2025 | Nov 06, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,977 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,927 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,455 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -1,152 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | History | Closed out | 0 | 0 | — | 0.03% | — | -660 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ST GERMAIN D J CO INC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |