PGIM ETF TRUST - PAAA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | History | Added to | 45,927,741 | 2,354,255 | 2.84% | 1.89% | 1 | +15,029,172 | 48.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,895,631 | 353,470 | 0.03% | 0.02% | 2 | +1,221,571 | 21.53% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,360,865 | 223,537 | 0.01% | 0.01% | 3 | +613,714 | 16.38% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 4,035,122 | 206,840 | 0.06% | 0.04% | 4 | +1,151,352 | 39.93% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,453,453 | 125,763 | 0.08% | 0.07% | 5 | +484,950 | 24.64% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,320,760 | 118,962 | 0.02% | 0.02% | 6 | +724,783 | 45.41% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,392,171 | 71,360 | 0.02% | 0.01% | 7 | +284,453 | 25.68% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,337,353 | 68,552 | 0.01% | 0.01% | 8 | +624,288 | 87.55% | Q4 2025 | Jan 29, 2026 |
| NORDEN GROUP LLC | History | Added to | 1,244,112 | 63,773 | 6.24% | 6.1% | 9 | +78,267 | 6.71% | Q4 2025 | Jan 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,154,730 | 59,191 | 0.0% | 0.0% | 10 | +181,643 | 18.67% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 931,891 | 47,768 | 0.03% | 0.03% | 11 | +106,126 | 12.85% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 918,752 | 47,095 | 0.06% | 0.04% | 12 | +305,401 | 49.79% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 918,438 | 47,079 | 0.01% | 0.01% | 13 | +153,625 | 20.09% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 846,304 | 43,381 | 0.08% | 0.08% | 14 | +79,117 | 10.31% | Q4 2025 | Mar 16, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 680,639 | 34,889 | 10.69% | 9.79% | 15 | +88,274 | 14.9% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 501,731 | 25,718 | 0.32% | 0.34% | 16 | -6,024 | -1.19% | Q4 2025 | Jan 29, 2026 |
| Employees Retirement System of Texas | History | New | 500,000 | 25,630 | 0.21% | — | 17 | +500,000 | New | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 496,695 | 25,460 | 0.01% | 0.01% | 18 | -72,084 | -12.67% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 478,285 | 24,516 | 0.13% | 0.14% | 19 | +18,927 | 4.12% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 444,945 | 22,807 | 0.85% | 0.18% | 20 | +392,657 | 750.95% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 433,303 | 22,211 | 0.03% | 0.03% | 21 | +77,686 | 21.85% | Q4 2025 | Feb 17, 2026 |
| POTENTIA WEALTH | History | Added to | 399,436 | 20,475 | 7.5% | 3.71% | 22 | +210,576 | 111.5% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 385,178 | 19,744 | 0.02% | 0.02% | 23 | +132,502 | 52.44% | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 353,275 | 18,108 | 2.71% | 2.1% | 24 | +81,008 | 29.75% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 344,394 | 17,653 | 0.02% | 0.02% | 25 | +65,327 | 23.41% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Group, LLC | History | Added to | 323,500 | 16,582 | 1.39% | 1.27% | 26 | +43,391 | 15.49% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 316,276 | 16,212 | 0.42% | 0.42% | 27 | +16,567 | 5.53% | Q4 2025 | Jan 23, 2026 |
| Nilsine Partners, LLC | History | Added to | 306,457 | 15,708 | 1.36% | 1.24% | 28 | +38,312 | 14.29% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 304,936 | 15,649 | 0.02% | 0.02% | 29 | -7,161 | -2.29% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 304,410 | 15,604 | 0.0% | — | 30 | +304,410 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 300,735 | 15,415 | 0.08% | 0.03% | 31 | +212,893 | 242.36% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 289,817 | 14,856 | 0.55% | 0.59% | 32 | +343 | 0.12% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 280,178 | 14,362 | 0.04% | 0.03% | 33 | +90,240 | 47.51% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 258,014 | 13,225 | 0.7% | 0.49% | 34 | +90,751 | 54.26% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 251,754 | 12,904 | 0.05% | 0.07% | 35 | -42,009 | -14.3% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 243,237 | 12,468 | 0.3% | 0.02% | 36 | +225,971 | 1308.76% | Q4 2025 | Feb 17, 2026 |
| Addison Capital Co | History | Added to | 228,849 | 11,730 | 2.93% | 0.89% | 37 | +170,478 | 292.06% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 207,695 | 10,646 | 0.01% | 0.01% | 38 | -6,552 | -3.06% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 205,370 | 10,527 | 0.34% | 0.2% | 39 | +94,526 | 85.28% | Q4 2025 | Feb 13, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 195,918 | 10,042 | 0.53% | 0.55% | 40 | -2,327 | -1.17% | Q4 2025 | Jan 09, 2026 |
| Hartford Financial Management Inc. | History | Added to | 193,391 | 9,913 | 2.58% | 2.55% | 41 | +6,463 | 3.46% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 167,889 | 8,606 | 0.41% | 0.44% | 42 | -28,201 | -14.38% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 165,927 | 8,505 | 0.12% | 0.1% | 43 | +42,360 | 34.28% | Q4 2025 | Feb 09, 2026 |
| Main Street Group, LTD | History | New | 159,391 | 8,170 | 2.82% | — | 44 | +159,391 | New | Q4 2025 | Jan 26, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 153,587 | 7,872 | 2.96% | 2.91% | 45 | +7,339 | 5.02% | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 152,556 | 7,820 | 4.66% | 3.79% | 46 | +42,606 | 38.75% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 150,199 | 7,699 | 0.02% | 0.01% | 47 | +57,618 | 62.24% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 150,110 | 7,694 | 0.01% | 0.01% | 48 | +44,309 | 41.88% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 147,846 | 7,578 | 0.85% | — | 49 | +147,846 | New | Q4 2025 | Jan 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 143,030 | 7,331 | 0.75% | 1.2% | 50 | -72,621 | -33.68% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 132,027 | 6,767 | 0.03% | 0.03% | 51 | +22,978 | 21.07% | Q4 2025 | Feb 17, 2026 |
| TOEWS CORP /ADV | History | Reduced | 131,530 | 6,742 | 0.98% | 1.03% | 52 | -7,997 | -5.73% | Q4 2025 | Jan 30, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 127,015 | 6,510 | 1.77% | 0.66% | 53 | +78,840 | 163.65% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 111,680 | 5,724 | 0.01% | 0.0% | 54 | +7,481 | 7.18% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 111,632 | 5,722 | 0.12% | 0.1% | 55 | +29,596 | 36.08% | Q4 2025 | Feb 03, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 108,149 | 5,557 | 2.09% | 1.71% | 56 | +20,668 | 23.63% | Q4 2025 | Feb 05, 2026 |
| Atlas Wealth LLC | History | Reduced | 104,577 | 5,360 | 1.63% | 1.86% | 57 | -7,209 | -6.45% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 96,513 | 4,947 | 0.15% | — | 58 | +96,513 | New | Q4 2025 | Feb 13, 2026 |
| Indie Asset Partners, LLC | History | Added to | 96,241 | 4,933 | 5.5% | 3.76% | 59 | +41,388 | 75.45% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 95,569 | 4,898 | 0.07% | 0.07% | 60 | +8,389 | 9.62% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 90,690 | 4,649 | 0.01% | 0.01% | 61 | -5,512 | -5.73% | Q4 2025 | Feb 11, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 90,425 | 4,635 | 0.49% | 0.46% | 62 | +7,790 | 9.43% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 89,509 | 4,588 | 0.01% | — | 63 | +89,509 | New | Q4 2025 | Feb 05, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 88,942 | 4,559 | 2.85% | — | 64 | +88,942 | New | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 87,259 | 4,472 | 0.25% | 0.28% | 65 | -2,504 | -2.79% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 79,594 | 4,080 | 0.01% | 0.0% | 66 | +33,736 | 73.57% | Q4 2025 | Feb 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 75,095 | 3,849 | 0.69% | 0.39% | 67 | +36,098 | 92.57% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 73,600 | 3,772 | 0.0% | — | 68 | +73,600 | New | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Partners LLC | History | New | 65,645 | 3,364 | 2.83% | — | 69 | +65,645 | New | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 65,192 | 3,341 | 0.04% | 0.06% | 70 | -8,126 | -11.08% | Q4 2025 | Jan 29, 2026 |
| Entelevest, LLC | History | New | 63,307 | 3,245 | 3.25% | — | 72 | +63,307 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,317 | 3,245 | 0.03% | 0.04% | 71 | +7,501 | 13.44% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 63,297 | 3,244 | 0.07% | 0.07% | 73 | +13,222 | 26.4% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | New | 62,135 | 3,185 | 0.0% | — | 74 | +62,135 | New | Q4 2025 | Feb 10, 2026 |
| Able Wealth Management LLC | History | Reduced | 58,687 | 3,008 | 0.95% | 1.21% | 75 | -3,752 | -6.01% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 58,301 | 2,988 | 0.0% | 0.0% | 76 | -5,774 | -9.01% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 57,356 | 2,940 | 0.02% | 0.02% | 77 | +7,916 | 16.01% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 55,250 | 2,832 | 0.05% | 0.05% | 78 | -2,167 | -3.77% | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 53,342 | 2,734 | 0.2% | 0.17% | 79 | +1,883 | 3.66% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,578 | 2,695 | 0.02% | 0.02% | 80 | +3,179 | 6.44% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 52,250 | 2,678 | 0.03% | 0.03% | 81 | +1,500 | 2.96% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 42,721 | 2,189 | 0.02% | 0.02% | 82 | +5,266 | 14.06% | Q4 2025 | Jan 20, 2026 |
| Great Diamond Partners, LLC | History | Added to | 42,653 | 2,186 | 0.42% | 0.4% | 83 | +3,074 | 7.77% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 41,244 | 2,114 | 0.39% | 0.51% | 84 | -8,511 | -17.11% | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 39,873 | 2,043 | 0.72% | 0.65% | 85 | +5,633 | 16.45% | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 39,840 | 2,042 | 0.11% | 0.06% | 86 | +19,725 | 98.06% | Q4 2025 | Jan 15, 2026 |
| Breakwater Capital Group | History | Added to | 36,684 | 1,880 | 0.26% | 0.23% | 87 | +6,331 | 20.86% | Q4 2025 | Jan 09, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 34,574 | 1,772 | 1.12% | 6.37% | 88 | -156,840 | -81.94% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 33,749 | 1,729 | 0.03% | 0.03% | 89 | +4,371 | 14.88% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 31,718 | 1,625 | 0.07% | 0.07% | 90 | +1,618 | 5.38% | Q4 2025 | Feb 13, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 31,037 | 1,590 | 1.26% | — | 91 | +31,037 | New | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 30,945 | 1,586 | 0.0% | 0.0% | 92 | -8,440 | -21.43% | Q4 2025 | Mar 25, 2026 |
| Atria Investments, Inc | History | New | 30,516 | 1,564 | 0.02% | — | 93 | +30,516 | New | Q4 2025 | Feb 05, 2026 |
| KWB Wealth | History | Reduced | 30,269 | 1,551 | 0.15% | 0.29% | 94 | -20,084 | -39.89% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 29,529 | 1,513 | 0.1% | 0.14% | 95 | -9,512 | -24.36% | Q4 2025 | Feb 03, 2026 |
| HM PAYSON & CO | History | No change | 29,359 | 1,504 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,297 | 1,501 | 0.01% | 0.01% | 97 | +2,069 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 28,604 | 1,466 | 0.0% | 0.0% | 98 | +6,179 | 27.55% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 28,417 | 1,456 | 0.01% | 0.01% | 99 | +8,100 | 39.87% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 27,520 | 1,410 | 0.03% | 0.03% | 100 | -5,731 | -17.24% | Q4 2025 | Feb 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 26,929 | 1,380 | 0.32% | 0.4% | 101 | -5,257 | -16.33% | Q4 2025 | Jan 06, 2026 |
| Hobart Private Capital, LLC | History | Added to | 26,617 | 1,364 | 0.27% | 0.26% | 102 | +2,784 | 11.68% | Q4 2025 | Jan 27, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 26,073 | 1,336 | 0.29% | 0.28% | 103 | +2,122 | 8.86% | Q4 2025 | Jan 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 25,131 | 1,288 | 0.7% | 0.39% | 104 | +11,906 | 90.03% | Q4 2025 | Feb 02, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 25,009 | 1,281 | 0.12% | 0.14% | 105 | -2,894 | -10.37% | Q4 2025 | Jan 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 23,970 | 1,228 | 0.03% | — | 106 | +23,970 | New | Q4 2025 | Feb 17, 2026 |
| Advisor Resource Council | History | Reduced | 22,625 | 1,159 | 0.41% | 1.59% | 107 | -190 | -0.83% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 21,528 | 1,103 | 0.04% | — | 108 | +21,528 | New | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | Added to | 21,523 | 1,103 | 0.18% | 0.13% | 109 | +5,326 | 32.88% | Q4 2025 | Jan 23, 2026 |
| Heritage Trust Co | History | New | 21,304 | 1,092 | 0.11% | — | 110 | +21,304 | New | Q4 2025 | Feb 10, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 21,200 | 1,086 | 0.15% | 0.7% | 111 | -73,053 | -77.51% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 21,174 | 1,085 | 0.01% | 0.01% | 112 | -9,267 | -30.44% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 20,645 | 1,058 | 0.07% | 0.06% | 113 | +4,415 | 27.2% | Q4 2025 | Jan 22, 2026 |
| Worth Asset Management, LLC | History | Reduced | 20,538 | 1,052 | 0.45% | 0.61% | 115 | -6,010 | -22.64% | Q4 2025 | Jan 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 20,538 | 1,052 | 0.24% | 0.18% | 114 | +4,235 | 25.98% | Q4 2025 | Feb 02, 2026 |
| Everest Management Corp. | History | Reduced | 20,444 | 1,047 | 0.58% | 0.71% | 116 | -1,228 | -5.67% | Q4 2025 | Feb 02, 2026 |
| Andina Capital Management, LLC | History | Reduced | 19,852 | 1,017 | 0.61% | 1.31% | 117 | -25,050 | -55.79% | Q4 2025 | Feb 12, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 19,702 | 1,009 | 0.36% | 0.38% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,286 | 988 | 0.01% | 0.01% | 119 | -115 | -0.59% | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 19,138 | 981 | 0.16% | 0.17% | 120 | -19 | -0.1% | Q4 2025 | Feb 11, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 18,791 | 963 | 0.11% | 0.12% | 121 | -297 | -1.56% | Q4 2025 | Jan 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,600 | 953 | 0.01% | 0.01% | 122 | +150 | 0.81% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 18,420 | 944 | 0.0% | 0.0% | 123 | +1,692 | 10.11% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 17,105 | 876 | 0.1% | 0.08% | 124 | +3,106 | 22.19% | Q4 2025 | Jan 20, 2026 |
| WESPAC Advisors, LLC | History | Added to | 16,538 | 847 | 0.46% | 0.49% | 125 | +160 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 15,641 | 801 | 0.46% | 0.43% | 126 | +1,587 | 11.29% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,239 | 729 | 0.01% | 0.02% | 127 | -868 | -5.75% | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Added to | 14,188 | 727 | 0.08% | 0.07% | 128 | +2,604 | 22.48% | Q4 2025 | Jan 08, 2026 |
| Element Wealth, LLC | History | New | 13,896 | 712 | 0.29% | — | 129 | +13,896 | New | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 13,450 | 689 | 0.01% | 0.01% | 130 | +7,291 | 118.38% | Q4 2025 | Feb 03, 2026 |
| Americana Partners, LLC | History | Reduced | 12,735 | 652 | 0.02% | 0.04% | 131 | -10,780 | -45.84% | Q4 2025 | Feb 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 12,640 | 647 | 0.07% | — | 132 | +12,640 | New | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 12,100 | 620 | 0.02% | — | 133 | +12,100 | New | Q4 2025 | Feb 09, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 11,849 | 607 | 0.14% | 0.14% | 134 | -1,896 | -13.79% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,602 | 594 | 0.05% | 0.05% | 135 | +457 | 4.1% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Added to | 11,375 | 585 | 0.03% | 0.03% | 136 | +136 | 1.21% | Q4 2025 | Feb 04, 2026 |
| Alteri Wealth LLC | History | Added to | 10,849 | 556 | 0.18% | 0.16% | 137 | +1,648 | 17.91% | Q4 2025 | Feb 11, 2026 |
| Crumly & Associates Inc. | History | New | 10,538 | 540 | 0.11% | — | 138 | +10,538 | New | Q4 2025 | Jan 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 10,282 | 527 | 0.29% | 0.27% | 139 | +1,614 | 18.62% | Q4 2025 | Feb 17, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 9,982 | 511 | 0.3% | 0.31% | 140 | +972 | 10.79% | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,314 | 477 | 0.07% | 0.07% | 141 | -20 | -0.21% | Q4 2025 | Feb 10, 2026 |
| Foguth Wealth Management, LLC. | History | New | 9,292 | 476 | 0.07% | — | 142 | +9,292 | New | Q4 2025 | Jan 05, 2026 |
| Objective Capital Management, LLC | History | Added to | 8,945 | 458 | 0.47% | 0.28% | 143 | +3,770 | 72.85% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,831 | 452 | 0.03% | 0.02% | 144 | +2,576 | 41.18% | Q4 2025 | Feb 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,619 | 441 | 0.05% | 0.05% | 145 | -890 | -9.36% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | New | 8,296 | 425 | 0.08% | — | 146 | +8,296 | New | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | New | 8,208 | 420 | 0.01% | — | 147 | +8,208 | New | Q4 2025 | Mar 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 8,057 | 413 | 0.06% | 0.05% | 148 | -519 | -6.05% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,646 | 391 | 0.02% | 0.02% | 149 | -1,509 | -16.48% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 7,581 | 388 | 0.02% | 0.02% | 150 | -680 | -8.23% | Q4 2025 | Jan 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,411 | 379 | 0.09% | 0.1% | 151 | -130 | -1.72% | Q4 2025 | Jan 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 7,095 | 363 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 6,985 | 358 | 0.1% | 0.11% | 153 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Reduced | 6,331 | 337 | 0.0% | 0.0% | 154 | -80 | -1.25% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | New | 6,460 | 331 | 0.01% | — | 155 | +6,460 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 6,347 | 325 | 0.0% | 0.0% | 156 | +282 | 4.65% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,220 | 318 | 0.01% | 0.01% | 157 | -3,500 | -36.01% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Added to | 6,147 | 315 | 0.0% | 0.0% | 158 | +229 | 3.87% | Q4 2025 | Jan 16, 2026 |
| Register Financial Advisors LLC | History | Added to | 6,053 | 310 | 0.12% | 0.05% | 159 | +3,345 | 123.52% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,000 | 307 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,840 | 299 | 0.02% | 0.02% | 161 | -720 | -10.98% | Q4 2025 | Feb 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,829 | 298 | 0.05% | 0.05% | 162 | +153 | 2.7% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | New | 5,483 | 281 | 0.0% | — | 163 | +5,483 | New | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,459 | 279 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,986 | 255 | 0.05% | 0.08% | 165 | -577 | -10.37% | Q4 2025 | Feb 09, 2026 |
| GK Wealth Management LLC | History | New | 4,897 | 251 | 0.17% | — | 166 | +4,897 | New | Q4 2025 | Jan 05, 2026 |
| Magnolia Private Wealth, LLC | History | New | 4,767 | 244 | 0.17% | — | 167 | +4,767 | New | Q4 2025 | Feb 06, 2026 |
| Saiph Capital, LLC | History | Added to | 4,505 | 230 | 0.08% | 0.08% | 168 | +112 | 2.55% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,284 | 219 | 0.0% | 0.0% | 169 | +345 | 8.76% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,148 | 212 | 0.0% | — | 170 | +4,148 | New | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 4,100 | 210 | 0.05% | 0.06% | 171 | -500 | -10.87% | Q4 2025 | Jan 07, 2026 |
| Aurora Private Wealth, Inc. | History | New | 3,992 | 205 | 0.13% | — | 172 | +3,992 | New | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,987 | 204 | 0.01% | 0.01% | 173 | -212 | -5.05% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,960 | 203 | 0.01% | — | 174 | +3,960 | New | Q4 2025 | Feb 12, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 3,902 | 200 | 0.02% | — | 175 | +3,902 | New | Q4 2025 | Jan 09, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,665 | 136 | 0.01% | 0.01% | 176 | +242 | 9.99% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | New | 2,650 | 135 | 0.0% | — | 177 | +2,650 | New | Q4 2025 | Feb 06, 2026 |
| Team Financial Group, LLC | History | Added to | 2,516 | 128 | 0.06% | 0.03% | 178 | +1,080 | 75.21% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,173 | 111 | 0.0% | 0.0% | 179 | +1,950 | 874.44% | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,041 | 105 | 0.0% | — | 180 | +2,041 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 736 | 37 | 0.0% | — | 181 | +736 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 714 | 36 | 0.02% | — | 182 | +714 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 575 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 488 | 25 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nemes Rush Group LLC | History | No change | 507 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 467 | 23 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 440 | 22 | 0.0% | — | 187 | +440 | New | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | New | 368 | 18 | 0.0% | — | 188 | +368 | New | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Reduced | 260 | 13 | 0.0% | 0.0% | 189 | -224 | -46.28% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 204 | 10 | 0.0% | 0.0% | 190 | +120 | 142.86% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 212 | 10 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kingdom Financial Group LLC. | History | New | 166 | 8 | 0.0% | — | 192 | +166 | New | Q4 2025 | Feb 06, 2026 |
| RHL GROUP, LLC | History | New | 149 | 7 | 0.01% | — | 193 | +149 | New | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | New | 129 | 6 | 0.0% | — | 195 | +129 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 133 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | New | 55 | 2 | 0.0% | — | 197 | +55 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -604,143 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 3.63% | — | -205,593 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mraz, Amerine & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -43,281 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -38,834 | -100.0% | Q3 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,718 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -31,352 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,554 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,468 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,980 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,201 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,911 | -100.0% | Q3 2025 | Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -811 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -514 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Elequin Capital, LP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |