PIMCO Dynamic Income Fund - PDI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 12,700,678 | 224,929 | 0.01% | 0.02% | 1 | -632,297 | -4.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 4,874,023 | 86,318 | 0.02% | 0.03% | 2 | -49,114 | -1.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,935,564 | 51,988 | 0.0% | 0.0% | 3 | -128,054 | -4.18% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 2,821,448 | 49,967 | 2.36% | — | 4 | +2,821,448 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,214,301 | 39,215 | 0.01% | 0.0% | 5 | +1,161,637 | 110.35% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,626,283 | 28,619 | 0.69% | 0.59% | 6 | +57,319 | 3.65% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,597,409 | 28,290 | 0.03% | 0.04% | 7 | +74,836 | 4.92% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,591,948 | 28,193 | 0.0% | 0.01% | 8 | -166,147 | -9.45% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 1,451,877 | 25,712 | 1.21% | 1.45% | 9 | +36,772 | 2.6% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,435,825 | 25,436 | 0.04% | 0.04% | 10 | +142,451 | 11.01% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,391,206 | 24,637 | 0.0% | — | 11 | +1,391,206 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,368,422 | 24,234 | 0.01% | 0.01% | 12 | +27,281 | 2.03% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,305,185 | 23,114 | 0.03% | 0.03% | 13 | +25,327 | 1.98% | Q4 2025 | Feb 12, 2026 |
| Estate Planners Group, LLC | History | New | 1,293,116 | 22,901 | 9.93% | — | 14 | +1,293,116 | New | Q4 2025 | Apr 07, 2026 |
| Logan Stone Capital, LLC | History | New | 1,220,602 | 21,616 | 5.33% | — | 15 | +1,220,602 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,216,266 | 21,540 | 0.13% | 0.16% | 16 | -53,345 | -4.2% | Q4 2025 | Jan 27, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,178,421 | 20,870 | 0.04% | 0.04% | 17 | +76,387 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,100,729 | 19,494 | 0.05% | 0.06% | 18 | +8,964 | 0.82% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 833,788 | 14,766 | 0.07% | 0.08% | 19 | -9,874 | -1.17% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 753,715 | 13,348 | 1.2% | 1.33% | 20 | +1,969 | 0.26% | Q4 2025 | Jan 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 697,613 | 12,354 | 0.09% | 0.1% | 21 | -20,843 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 682,476 | 12,086 | 6.38% | 6.7% | 22 | +45,864 | 7.2% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 616,196 | 10,912 | 1.04% | 1.22% | 23 | -13,430 | -2.13% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 610,974 | 10,820 | 0.0% | 0.0% | 24 | +509,810 | 503.94% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 533,327 | 9,445 | 4.74% | 1.97% | 25 | +346,580 | 185.59% | Q4 2025 | Jan 05, 2026 |
| Bensler, LLC | History | Added to | 502,103 | 8,892 | 0.89% | 0.56% | 26 | +230,808 | 85.08% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 471,922 | 8,357 | 0.45% | 0.47% | 27 | +46,240 | 10.86% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Added to | 431,615 | 7,738 | 0.11% | 0.13% | 28 | +1,934 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 412,869 | 7,312 | 0.02% | 0.02% | 29 | +1,990 | 0.48% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 412,001 | 7,296 | 0.14% | 0.17% | 30 | -3,807 | -0.92% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 405,656 | 7,184 | 0.0% | 0.0% | 31 | -10,500 | -2.52% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | New | 398,209 | 7,052 | 0.04% | — | 32 | +398,209 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 382,436 | 6,772 | 0.0% | 0.0% | 33 | +22,366 | 6.21% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 366,732 | 6,494 | 1.38% | 1.76% | 34 | -16,816 | -4.38% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 350,190 | 6,201 | 0.03% | 0.02% | 35 | +84,877 | 31.99% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 335,931 | 5,949 | 0.02% | 0.03% | 36 | -48,153 | -12.54% | Q4 2025 | Feb 18, 2026 |
| LifeWealth Investments, LLC | History | Added to | 335,156 | 5,935 | 1.88% | 2.11% | 37 | +11,837 | 3.66% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 334,103 | 5,916 | 0.01% | 0.01% | 38 | -66,623 | -16.63% | Q4 2025 | Feb 18, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 288,079 | 5,101 | 4.04% | 2.38% | 39 | +143,116 | 98.73% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 287,788 | 5,096 | 0.04% | 0.04% | 40 | +35,590 | 14.11% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 283,893 | 5,027 | 0.01% | 0.01% | 41 | -38,881 | -12.05% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | New | 281,006 | 4,976 | 0.13% | — | 42 | +281,006 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 254,451 | 4,506 | 0.07% | 0.08% | 43 | +10,399 | 4.26% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 251,644 | 4,456 | 0.0% | — | 44 | +251,644 | New | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 247,706 | 4,386 | 0.27% | 0.1% | 45 | +177,964 | 255.17% | Q4 2025 | Feb 11, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 229,362 | 4,062 | 1.63% | 2.55% | 46 | -97,252 | -29.78% | Q4 2025 | Feb 13, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 218,531 | 3,975 | 0.45% | — | 47 | +218,531 | New | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 223,136 | 3,951 | 0.1% | 0.09% | 48 | +59,102 | 36.03% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 205,300 | 3,635 | 0.26% | 0.29% | 49 | +21,859 | 11.92% | Q4 2025 | Jan 21, 2026 |
| Morse Asset Management, Inc | History | Added to | 194,572 | 3,445 | 0.69% | 0.76% | 50 | +1,550 | 0.8% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Added to | 192,472 | 3,408 | 0.06% | 0.07% | 51 | +14,571 | 8.19% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 191,532 | 3,392 | 0.01% | 0.01% | 52 | -7,556 | -3.8% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 187,670 | 3,367 | 2.3% | 2.9% | 53 | -6,046 | -3.12% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 183,600 | 3,251 | 0.0% | 0.0% | 54 | -4,920 | -2.61% | Q4 2025 | Feb 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 183,554 | 3,250 | 1.51% | 1.8% | 55 | +6,671 | 3.77% | Q4 2025 | Jan 26, 2026 |
| Catawba River Capital | History | Added to | 175,111 | 3,101 | 1.38% | 1.56% | 56 | +1,061 | 0.61% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 168,999 | 2,993 | 0.01% | 0.0% | 57 | +85,611 | 102.67% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 166,774 | 2,953 | 0.02% | 0.0% | 58 | +147,021 | 744.3% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 158,198 | 2,801 | 0.02% | 0.02% | 59 | -1,262 | -0.79% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 156,283 | 2,767 | 0.01% | — | 60 | +156,283 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 153,155 | 2,712 | 0.07% | 0.06% | 61 | +42,436 | 38.33% | Q4 2025 | Feb 09, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 152,852 | 2,707 | 0.92% | — | 62 | +152,852 | New | Q4 2025 | Feb 13, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 148,579 | 2,631 | 2.17% | 2.33% | 63 | +10,362 | 7.5% | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 148,473 | 2,629 | 0.0% | 0.0% | 64 | -3,020 | -1.99% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 145,311 | 2,573 | 0.31% | 0.35% | 65 | -4,722 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 140,938 | 2,496 | 0.98% | 1.05% | 66 | +8,322 | 6.28% | Q4 2025 | Feb 04, 2026 |
| Anchor Capital Management Group Inc | History | No change | 124,300 | 2,461 | 1.25% | 1.25% | 67 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 131,914 | 2,336 | 0.71% | 0.87% | 68 | -12,041 | -8.36% | Q4 2025 | Feb 10, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 131,672 | 2,331 | 0.3% | 0.41% | 69 | -21,440 | -14.0% | Q4 2025 | Feb 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 131,452 | 2,328 | 0.2% | 0.22% | 70 | +1,860 | 1.44% | Q4 2025 | Jan 26, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 129,489 | 2,293 | 0.17% | 0.22% | 71 | +324 | 0.25% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 125,516 | 2,222 | 0.1% | 0.1% | 72 | +16,892 | 15.55% | Q4 2025 | Feb 10, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 123,615 | 2,189 | 0.79% | — | 73 | +123,615 | New | Q4 2025 | Mar 26, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 120,947 | 2,141 | 1.78% | 1.41% | 74 | +33,926 | 38.99% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,498 | 2,008 | 0.0% | 0.0% | 75 | -24,432 | -18.11% | Q4 2025 | Jan 08, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 111,534 | 1,975 | 0.87% | 0.88% | 76 | -1,532 | -1.35% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 99,746 | 1,788 | 0.06% | 0.07% | 77 | +3,666 | 3.82% | Q4 2025 | Jan 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 98,384 | 1,764 | 0.04% | 0.05% | 78 | -5,655 | -5.44% | Q4 2025 | Jan 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 98,899 | 1,751 | 0.02% | 0.02% | 79 | -6,229 | -5.93% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 92,716 | 1,642 | 0.0% | 0.0% | 80 | +30,129 | 48.14% | Q4 2025 | Feb 10, 2026 |
| MRA Advisory Group | History | Added to | 91,868 | 1,626 | 0.68% | 0.62% | 81 | +19,505 | 26.95% | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 90,729 | 1,606 | 0.04% | 0.03% | 82 | +39,822 | 78.22% | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 89,984 | 1,593 | 0.15% | 0.17% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 88,604 | 1,569 | 0.25% | — | 84 | +88,604 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,521 | 1,550 | 0.02% | 0.03% | 85 | -9,711 | -9.99% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 87,133 | 1,543 | 0.0% | 0.0% | 86 | -3,932 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 85,160 | 1,508 | 0.0% | 0.0% | 87 | -36,400 | -29.94% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 81,303 | 1,439 | 0.0% | 0.0% | 88 | -46,400 | -36.33% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 77,792 | 1,377 | 0.02% | 0.02% | 89 | -16,476 | -17.48% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 76,665 | 1,357 | 0.01% | 0.01% | 90 | -642 | -0.83% | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 75,599 | 1,338 | 0.0% | 0.0% | 91 | -453 | -0.6% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 75,331 | 1,334 | 0.01% | 0.01% | 92 | +7,392 | 10.88% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 74,357 | 1,316 | 0.02% | 0.01% | 93 | +50,799 | 215.63% | Q4 2025 | Mar 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 73,550 | 1,302 | 0.09% | — | 94 | +73,550 | New | Q4 2025 | Feb 13, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 72,457 | 1,283 | 0.29% | 0.38% | 95 | -1,086 | -1.48% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 71,948 | 1,274 | 0.02% | 0.02% | 96 | -20,421 | -22.11% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 71,574 | 1,267 | 0.0% | 0.0% | 97 | +16,434 | 29.8% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 71,331 | 1,263 | 0.0% | 0.0% | 98 | -20,461 | -22.29% | Q4 2025 | Feb 17, 2026 |
| NCP Inc. | History | Reduced | 70,936 | 1,256 | 1.01% | 1.31% | 99 | -18,221 | -20.44% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 70,805 | 1,253 | 0.06% | 0.04% | 100 | +47,366 | 202.08% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Added to | 70,675 | 1,251 | 0.03% | 0.04% | 101 | +300 | 0.43% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 70,574 | 1,249 | 0.01% | 0.01% | 102 | +2,337 | 3.42% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 70,320 | 1,245 | 0.11% | 0.12% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 68,731 | 1,217 | 0.01% | 0.01% | 104 | +9,647 | 16.33% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 68,327 | 1,210 | 0.0% | 0.01% | 105 | +2,908 | 4.45% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 68,147 | 1,206 | 0.0% | 0.01% | 106 | -78,228 | -53.44% | Q4 2025 | Mar 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 66,402 | 1,190 | 0.01% | 0.01% | 107 | -3,484 | -4.99% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 64,214 | 1,137 | 0.05% | 0.07% | 108 | -5,131 | -7.4% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 63,312 | 1,121 | 0.03% | 0.04% | 109 | -2,393 | -3.64% | Q4 2025 | Feb 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 60,883 | 1,078 | 0.27% | 0.79% | 110 | -93,005 | -60.44% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 60,127 | 1,065 | 0.04% | — | 111 | +60,127 | New | Q4 2025 | Feb 23, 2026 |
| Benchmark Financial, LLC | History | New | 59,542 | 1,054 | 1.05% | — | 113 | +59,542 | New | Q4 2025 | Jan 27, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 59,569 | 1,054 | 0.08% | 0.08% | 112 | +5,612 | 10.4% | Q4 2025 | Feb 11, 2026 |
| HF Advisory Group, LLC | History | Added to | 59,430 | 1,052 | 0.37% | 0.41% | 114 | +3,554 | 6.36% | Q4 2025 | Jan 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 56,124 | 1,035 | 0.26% | 0.36% | 115 | -8,403 | -13.02% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | Reduced | 55,839 | 988 | 0.21% | 0.35% | 116 | -9,301 | -14.28% | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 54,777 | 970 | 0.86% | — | 117 | +54,777 | New | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 54,526 | 965 | 0.22% | 0.27% | 118 | -1,061 | -1.91% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 52,842 | 935 | 0.07% | 0.08% | 119 | +1,564 | 3.05% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Reduced | 51,947 | 919 | 0.0% | 0.01% | 120 | -45,602 | -46.75% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 50,170 | 907 | 0.04% | 0.05% | 121 | +5,097 | 11.31% | Q4 2025 | Feb 03, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 50,752 | 898 | 0.01% | 0.01% | 122 | -2,643 | -4.95% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,270 | 890 | 0.01% | 0.02% | 123 | +5,492 | 12.26% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 44,423 | 883 | 0.0% | 0.0% | 124 | +92 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Rayburn West Financial Services LLC | History | New | 49,823 | 882 | 0.55% | — | 125 | +49,823 | New | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 49,159 | 870 | 0.1% | 0.11% | 126 | +1,597 | 3.36% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,983 | 867 | 0.0% | 0.0% | 127 | -10,257 | -17.31% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 48,934 | 866 | 0.0% | 0.0% | 128 | +1,778 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 48,658 | 861 | 0.31% | 0.34% | 129 | -1,811 | -3.59% | Q4 2025 | Jan 30, 2026 |
| StoneX Group Inc. | History | Added to | 48,111 | 858 | 0.04% | 0.03% | 130 | +8,012 | 19.98% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 47,896 | 848 | 0.17% | — | 131 | +47,896 | New | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | No change | 47,747 | 845 | 0.0% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 47,600 | 842 | 0.02% | 0.01% | 133 | +13,808 | 40.86% | Q4 2025 | Feb 06, 2026 |
| TrueMark Investments, LLC | History | New | 47,431 | 840 | 0.16% | — | 135 | +47,431 | New | Q4 2025 | Jan 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 47,452 | 840 | 0.06% | 0.09% | 134 | -15,666 | -24.82% | Q4 2025 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 47,021 | 832 | 0.0% | — | 136 | +47,021 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 45,826 | 811 | 0.02% | 0.01% | 137 | +35,500 | 343.79% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 45,840 | 811 | 0.18% | 0.2% | 138 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 44,744 | 810 | 0.07% | 0.12% | 139 | -28,161 | -38.63% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 45,429 | 804 | 0.05% | 0.05% | 140 | +8,716 | 23.74% | Q4 2025 | Jan 22, 2026 |
| Lewis Asset Management, LLC | History | Added to | 45,308 | 802 | 0.33% | 0.35% | 141 | +2,609 | 6.11% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 44,508 | 788 | 0.03% | 0.04% | 142 | -8,284 | -15.69% | Q4 2025 | Jan 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 43,071 | 762 | 0.38% | 0.33% | 144 | +8,691 | 25.28% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 43,043 | 762 | 0.04% | 0.05% | 143 | -8,380 | -16.3% | Q4 2025 | Jan 20, 2026 |
| Verity Asset Management, Inc. | History | Added to | 41,769 | 739 | 0.32% | 0.24% | 145 | +4,760 | 12.86% | Q4 2025 | Jan 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 39,663 | 702 | 0.05% | 0.06% | 146 | +2,735 | 7.41% | Q4 2025 | Jan 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 39,575 | 700 | 0.24% | 0.24% | 147 | +2,228 | 5.97% | Q4 2025 | Jan 28, 2026 |
| First Growth Capital LLC | History | New | 36,773 | 697 | 0.62% | — | 148 | +36,773 | New | Q4 2025 | Feb 19, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 39,058 | 691 | 0.26% | 0.27% | 149 | -5,600 | -12.54% | Q4 2025 | Jan 22, 2026 |
| Meadowbrook Wealth Management, LLC | History | Reduced | 38,955 | 689 | 0.79% | 0.86% | 150 | -2,910 | -6.95% | Q4 2025 | Jan 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 37,985 | 672 | 0.16% | 0.16% | 151 | +2,010 | 5.59% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 36,868 | 652 | 0.01% | 0.01% | 152 | -693 | -1.84% | Q4 2025 | Feb 03, 2026 |
| Arlington Capital Management, Inc. | History | New | 36,385 | 644 | 0.4% | — | 153 | +36,385 | New | Q4 2025 | Jan 06, 2026 |
| E&G Advisors, LP | History | Reduced | 36,338 | 643 | 0.14% | 0.17% | 154 | -1,463 | -3.87% | Q4 2025 | Jan 23, 2026 |
| Kaizen Financial Strategies | History | Added to | 36,060 | 638 | 0.28% | 0.29% | 155 | +1,249 | 3.59% | Q4 2025 | Jan 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 35,891 | 635 | 0.1% | 0.16% | 156 | -8,674 | -19.46% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 35,759 | 633 | 0.02% | 0.02% | 157 | +690 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 34,135 | 604 | 0.0% | 0.0% | 158 | +2,622 | 8.32% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,469 | 592 | 0.0% | 0.0% | 159 | +830 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Ramiah Investment Group | History | Added to | 32,417 | 574 | 0.56% | 0.51% | 160 | +6,151 | 23.42% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,834 | 563 | 0.0% | 0.0% | 161 | +11,239 | 54.57% | Q4 2025 | Mar 25, 2026 |
| Compound Planning, Inc. | History | Added to | 31,703 | 561 | 0.02% | 0.02% | 162 | +4,318 | 15.77% | Q4 2025 | Feb 19, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 30,819 | 545 | 0.21% | 0.23% | 163 | +235 | 0.77% | Q4 2025 | Jan 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 30,307 | 536 | 0.15% | 0.11% | 164 | +4,766 | 18.66% | Q4 2025 | Jan 12, 2026 |
| Certified Advisory Corp | History | Reduced | 30,055 | 532 | 0.05% | 0.06% | 165 | -1,475 | -4.68% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 29,885 | 529 | 0.01% | 0.01% | 166 | +810 | 2.79% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 29,660 | 525 | 0.04% | 0.04% | 167 | +326 | 1.11% | Q4 2025 | Feb 12, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 29,305 | 518 | 0.17% | 0.59% | 168 | -61,354 | -67.68% | Q4 2025 | Jan 08, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 28,546 | 515 | 0.35% | 0.41% | 169 | -4,175 | -12.76% | Q4 2025 | Jan 21, 2026 |
| Thomasville National Bank | History | No change | 28,600 | 506 | 0.03% | 0.04% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | No change | 28,558 | 505 | 0.06% | 0.07% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 28,201 | 499 | 0.0% | — | 172 | +28,201 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 28,024 | 496 | 0.01% | 0.01% | 173 | -719 | -2.5% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 27,808 | 492 | 0.05% | 0.06% | 174 | +13,904 | 100.0% | Q4 2025 | Jan 26, 2026 |
| M Holdings Securities, Inc. | History | New | 27,164 | 481 | 0.03% | — | 175 | +27,164 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,956 | 477 | 0.02% | 0.03% | 176 | -12 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 26,797 | 474 | 0.0% | 0.0% | 177 | -100 | -0.37% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 26,752 | 473 | 0.05% | 0.07% | 178 | -2,505 | -8.56% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 26,062 | 461 | 0.01% | 0.03% | 179 | -174 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 25,229 | 447 | 0.01% | 0.02% | 180 | -8,482 | -25.16% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,969 | 442 | 0.0% | 0.0% | 181 | -240 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 24,781 | 438 | 0.15% | — | 182 | +24,781 | New | Q4 2025 | Mar 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 24,690 | 437 | 0.06% | 0.08% | 183 | -2,121 | -7.91% | Q4 2025 | Jan 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 23,883 | 422 | 0.02% | 0.02% | 184 | -8,681 | -26.66% | Q4 2025 | Feb 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 23,753 | 420 | 0.01% | 0.02% | 185 | +263 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Capital CS Group, LLC | History | Added to | 23,583 | 417 | 0.64% | 0.65% | 186 | +2,777 | 13.35% | Q4 2025 | Jan 09, 2026 |
| Maridea Wealth Management LLC | History | Added to | 23,575 | 417 | 0.06% | 0.07% | 187 | +92 | 0.39% | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,521 | 416 | 0.01% | 0.01% | 188 | -3,414 | -12.67% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 23,473 | 415 | 0.22% | 0.37% | 189 | -26,757 | -53.27% | Q4 2025 | Feb 18, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 23,135 | 409 | 0.03% | 0.03% | 190 | +1,515 | 7.01% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 22,735 | 402 | 0.01% | 0.01% | 191 | +3,932 | 20.91% | Q4 2025 | Feb 06, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 22,660 | 401 | 0.05% | 0.05% | 192 | -286 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 22,572 | 399 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 22,454 | 397 | 0.0% | 0.0% | 194 | -9,456 | -29.63% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,472 | 397 | 0.03% | 0.04% | 195 | -859 | -3.68% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 22,008 | 389 | 0.03% | 0.04% | 196 | -6,739 | -23.44% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,647 | 383 | 0.01% | 0.01% | 197 | +1,468 | 7.27% | Q4 2025 | Feb 06, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 21,550 | 381 | 0.14% | — | 198 | +21,550 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 20,974 | 371 | 0.0% | 0.01% | 199 | -74,658 | -78.07% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,411 | 370 | 0.01% | 0.01% | 200 | +4,240 | 26.22% | Q4 2025 | Jan 28, 2026 |
| Accredited Investors Inc. | History | No change | 20,719 | 366 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 20,616 | 365 | 0.06% | 0.09% | 202 | -5,515 | -21.11% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,247 | 358 | 0.01% | 0.02% | 203 | -9,045 | -30.88% | Q4 2025 | Jan 27, 2026 |
| Disciplined Investments, LLC | History | Added to | 20,244 | 358 | 0.14% | 0.11% | 204 | +6,153 | 43.67% | Q4 2025 | Feb 05, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 20,191 | 357 | 0.08% | 0.11% | 205 | -4,163 | -17.09% | Q4 2025 | Jan 06, 2026 |
| WealthTrust Axiom LLC | History | No change | 19,683 | 348 | 0.09% | 0.1% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | No change | 19,632 | 347 | 0.05% | 0.06% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 19,327 | 342 | 0.27% | 0.29% | 208 | +1,330 | 7.39% | Q4 2025 | Jan 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 19,247 | 340 | 0.01% | — | 209 | +19,247 | New | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,231 | 340 | 0.0% | 0.0% | 210 | +7,175 | 59.51% | Q4 2025 | Mar 09, 2026 |
| Savvy Advisors, Inc. | History | New | 19,150 | 339 | 0.01% | — | 211 | +19,150 | New | Q4 2025 | Jan 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,827 | 333 | 0.01% | 0.01% | 212 | +227 | 1.22% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 18,535 | 328 | 0.05% | 0.06% | 213 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mathes Company, Inc. | History | No change | 18,474 | 327 | 0.12% | 0.13% | 214 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 18,340 | 324 | 0.02% | 0.02% | 215 | -20 | -0.11% | Q4 2025 | Jan 12, 2026 |
| MWA Asset Management | History | No change | 18,175 | 321 | 0.18% | 0.2% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NOMURA HOLDINGS INC | History | New | 18,091 | 320 | 0.0% | — | 218 | +18,091 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,102 | 320 | 0.0% | 0.0% | 217 | +772 | 4.45% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,125 | 320 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,958 | 318 | 0.01% | 0.11% | 220 | -101,001 | -84.9% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,791 | 315 | 0.0% | 0.0% | 221 | +2,596 | 17.08% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 17,716 | 313 | 0.0% | 0.01% | 222 | -1,072 | -5.71% | Q4 2025 | Jan 29, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 17,473 | 309 | 0.21% | 0.19% | 223 | +3,000 | 20.73% | Q4 2025 | Feb 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 17,313 | 306 | 0.01% | — | 224 | +17,313 | New | Q4 2025 | Feb 17, 2026 |
| GHE, LLC | History | No change | 17,200 | 304 | 0.1% | 0.14% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 17,111 | 303 | 0.01% | 0.01% | 226 | +8,205 | 92.13% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 17,061 | 302 | 0.04% | 0.04% | 227 | +43 | 0.25% | Q4 2025 | Jan 26, 2026 |
| TopTier Wealth Management, LLC | History | New | 17,021 | 301 | 0.2% | — | 228 | +17,021 | New | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,700 | 295 | 0.01% | 0.01% | 230 | +4,350 | 35.22% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 16,666 | 295 | 0.0% | 0.0% | 229 | -1,998 | -10.71% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 16,630 | 294 | 0.0% | — | 233 | +16,630 | New | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 16,625 | 294 | 0.07% | 0.06% | 231 | +3,462 | 26.3% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 16,649 | 294 | 0.05% | 0.06% | 232 | -1,450 | -8.01% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 16,260 | 287 | 0.03% | 0.05% | 234 | -845 | -4.94% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,991 | 283 | 0.0% | 0.0% | 235 | -2,535 | -13.68% | Q4 2025 | Feb 02, 2026 |
| United Advisor Group, LLC | History | Added to | 15,954 | 282 | 0.04% | 0.04% | 236 | +150 | 0.95% | Q4 2025 | Jan 26, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 15,916 | 281 | 0.16% | 0.18% | 237 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 15,839 | 280 | 0.19% | 0.23% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,616 | 276 | 0.0% | 0.0% | 239 | +2,251 | 16.84% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | No change | 15,291 | 270 | 0.17% | 0.2% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 14,299 | 253 | 0.01% | 0.01% | 241 | +750 | 5.54% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,286 | 253 | 0.01% | 0.02% | 242 | +656 | 4.81% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,077 | 249 | 0.0% | 0.0% | 243 | -1,181 | -7.74% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 13,970 | 247 | 0.0% | 0.0% | 244 | -6,053 | -30.23% | Q4 2025 | Feb 12, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 13,959 | 247 | 0.11% | 0.13% | 245 | -1,101 | -7.31% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 13,435 | 237 | 0.0% | 0.0% | 247 | +6,666 | 98.48% | Q4 2025 | Feb 12, 2026 |
| Syverson Strege & Co | History | Added to | 13,437 | 237 | 0.06% | 0.06% | 246 | +151 | 1.14% | Q4 2025 | Feb 09, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 13,355 | 236 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creekside Partners | History | New | 13,187 | 233 | 0.1% | — | 250 | +13,187 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 13,181 | 233 | 0.0% | 0.0% | 249 | +2,222 | 20.28% | Q4 2025 | Jan 30, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 12,789 | 229 | 0.06% | 0.32% | 251 | -49,945 | -79.61% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Reduced | 12,924 | 228 | 0.0% | 0.04% | 252 | -164,436 | -92.71% | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | New | 12,634 | 223 | 0.05% | — | 253 | +12,634 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 12,410 | 219 | 0.0% | — | 254 | +12,410 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 12,261 | 219 | 0.01% | 0.02% | 255 | +420 | 3.55% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,162 | 218 | 0.01% | 0.01% | 256 | -1,380 | -10.19% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 12,261 | 217 | 0.0% | — | 257 | +12,261 | New | Q4 2025 | Feb 06, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 12,108 | 214 | 0.07% | 0.08% | 258 | +252 | 2.13% | Q4 2025 | Feb 11, 2026 |
| SUMMITRY LLC | History | No change | 12,000 | 212 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,841 | 209 | 0.0% | — | 260 | +11,841 | New | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 11,836 | 209 | 0.01% | 0.01% | 261 | -3,253 | -21.56% | Q4 2025 | Jan 28, 2026 |
| Fortis Group Advisors, LLC | History | New | 11,419 | 208 | 0.03% | — | 262 | +11,419 | New | Q4 2025 | Feb 06, 2026 |
| Oxinas Partners, LLC | History | Reduced | 11,499 | 203 | 0.1% | 0.12% | 263 | -158 | -1.36% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,377 | 201 | 0.0% | 0.0% | 264 | -1,763 | -13.42% | Q4 2025 | Feb 17, 2026 |
| TPG Advisors LLC | History | Added to | 11,385 | 201 | 0.13% | 0.14% | 266 | +545 | 5.03% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,371 | 201 | 0.0% | 0.0% | 265 | -409 | -3.47% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,322 | 200 | 0.0% | 0.0% | 267 | +4,619 | 68.91% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,244 | 199 | 0.0% | 0.0% | 268 | -2,057 | -15.47% | Q4 2025 | Feb 09, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 11,131 | 197 | 0.0% | 0.01% | 269 | -7,535 | -40.37% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 11,098 | 196 | 0.0% | — | 270 | +11,098 | New | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | Added to | 10,936 | 193 | 0.03% | 0.03% | 271 | +177 | 1.65% | Q4 2025 | Jan 29, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 10,879 | 192 | 0.07% | 0.08% | 272 | +375 | 3.57% | Q4 2025 | Jan 08, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 10,830 | 191 | 0.07% | — | 274 | +10,830 | New | Q4 2025 | Feb 10, 2026 |
| CWC Advisors, LLC. | History | No change | 10,838 | 191 | 0.09% | 0.1% | 273 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,396 | 188 | 0.02% | 0.05% | 275 | -12,750 | -55.09% | Q4 2025 | Jan 12, 2026 |
| Financial Alternatives, Inc | History | Reduced | 10,437 | 184 | 0.11% | 0.17% | 276 | -3,437 | -24.77% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,368 | 183 | 0.0% | 0.0% | 277 | -16,136 | -60.88% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,172 | 180 | 0.01% | 0.02% | 278 | -1,338 | -11.62% | Q4 2025 | Jan 29, 2026 |
| Oxbow Advisors, LLC | History | New | 10,075 | 178 | 0.02% | — | 279 | +10,075 | New | Q4 2025 | Feb 04, 2026 |
| WESBANCO BANK INC | History | New | 10,029 | 177 | 0.0% | — | 280 | +10,029 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,047 | 177 | 0.01% | 0.01% | 281 | -1,000 | -9.05% | Q4 2025 | Feb 04, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 10,000 | 177 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 8,177 | 144 | 0.11% | — | 283 | +8,177 | New | Q4 2025 | Mar 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,657 | 136 | 0.01% | 0.01% | 284 | -816 | -9.63% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,430 | 134 | 0.01% | 0.01% | 285 | +2,158 | 40.93% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 7,097 | 125 | 0.0% | 0.0% | 286 | +15 | 0.21% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,895 | 122 | 0.0% | 0.0% | 287 | -600 | -8.01% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,762 | 119 | 0.01% | 0.01% | 288 | -540 | -7.4% | Q4 2025 | Feb 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,264 | 110 | 0.01% | 0.01% | 289 | +190 | 3.13% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,629 | 99 | 0.02% | 0.05% | 291 | -3,381 | -37.52% | Q4 2025 | Jan 02, 2026 |
| FNY Investment Advisers, LLC | History | No change | 5,600 | 99 | 0.03% | 0.04% | 290 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,000 | 88 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,860 | 86 | 0.03% | — | 293 | +4,860 | New | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4,823 | 85 | 0.07% | — | 294 | +4,823 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,627 | 81 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 4,168 | 73 | 0.0% | — | 296 | +4,168 | New | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Added to | 3,901 | 69 | 0.05% | 0.04% | 297 | +753 | 23.92% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 3,619 | 64 | 0.0% | — | 299 | +3,619 | New | Q4 2025 | Mar 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,615 | 64 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 3,354 | 59 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sankala Group LLC | History | New | 3,074 | 55 | 0.04% | — | 301 | +3,074 | New | Q4 2025 | Mar 02, 2026 |
| EASTERN BANK | History | No change | 3,000 | 53 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,034 | 53 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,889 | 51 | 0.03% | 0.08% | 304 | -2,797 | -49.19% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,730 | 48 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 2,196 | 38 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,119 | 37 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,044 | 36 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | New | 2,000 | 35 | 0.0% | — | 310 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,000 | 35 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 2,000 | 35 | 0.03% | 0.04% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,875 | 33 | 0.0% | — | 312 | +1,875 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 1,832 | 32 | 0.0% | 0.0% | 314 | +436 | 31.23% | Q4 2025 | Jan 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,840 | 32 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,738 | 30 | 0.01% | 0.01% | 315 | +39 | 2.3% | Q4 2025 | Feb 03, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,459 | 25 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspect Partners, LLC | History | Reduced | 1,328 | 23 | 0.01% | 0.02% | 317 | -1,406 | -51.43% | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,291 | 22 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,110 | 19 | 0.0% | 0.0% | 319 | +480 | 76.19% | Q4 2025 | Feb 10, 2026 |
| Wilkerson Advisory Group LLC | History | New | 961 | 17 | 0.01% | — | 321 | +961 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,000 | 17 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 894 | 15 | 0.0% | — | 323 | +894 | New | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | No change | 900 | 15 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Compass Financial Services Inc | History | No change | 835 | 14 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Dunhill Financial, LLC | History | No change | 510 | 9 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Inlight Wealth Management, LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 352 | 6 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 258 | 4 | 0.0% | — | 332 | +258 | New | Q4 2025 | Feb 19, 2026 |
| Roble, Belko & Company, Inc | History | New | 225 | 4 | 0.0% | — | 329 | +225 | New | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | Added to | 277 | 4 | 0.0% | 0.0% | 331 | +9 | 3.36% | Q4 2025 | Jan 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 275 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 83 | 1 | 0.0% | — | 339 | +83 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 80 | 1 | 0.0% | — | 336 | +80 | New | Q4 2025 | Feb 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 64 | 1 | 0.0% | — | 334 | +64 | New | Q4 2025 | Feb 06, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 65 | 1 | 0.0% | 0.0% | 338 | +2 | 3.17% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Gridiron Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,379,138 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -77,298 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,168 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -38,901 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -31,540 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Owen LaRue, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -27,839 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -27,075 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,918 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -24,354 | -100.0% | Q3 2025 | Oct 31, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,187 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,187 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,825 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingstone Capital Partners Texas, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -14,497 | -100.0% | Q3 2025 | Oct 28, 2025 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,246 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,996 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,728 | -100.0% | Q3 2025 | Oct 31, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,272 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,257 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -11,871 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,701 | -100.0% | Q3 2025 | Oct 31, 2025 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,800 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,785 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,601 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,487 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLC Capital Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -10,131 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,799 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,267 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,413 | -100.0% | Q3 2025 | Jan 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.18% | — | -7,237 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Russell Investments Group, Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -197 | -98.5% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 26, 2025 |
| EQ WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |