Global X Funds - PFFD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Added to | 7,370,268 | 139,371 | 3.07% | 3.11% | 1 | +343,311 | 4.89% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,012,027 | 113,687 | 0.01% | 0.01% | 2 | +305,081 | 5.35% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 3,845,274 | 72,714 | 0.02% | 0.02% | 3 | -338,012 | -8.08% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,968,352 | 56,131 | 0.0% | 0.01% | 4 | -1,487,319 | -33.38% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,676,222 | 50,607 | 0.01% | 0.01% | 5 | -14,951 | -0.56% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,693,467 | 32,023 | 0.28% | 0.31% | 6 | -125,178 | -6.88% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,676,290 | 31,698 | 0.01% | 0.01% | 7 | +262,480 | 18.57% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,525,258 | 29,621 | 0.09% | 0.09% | 8 | -20,256 | -1.31% | Q4 2025 | Feb 10, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,551,000 | 29,329 | 1.92% | 1.86% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 1,426,501 | 26,975 | 0.07% | 0.08% | 10 | +67,943 | 5.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,401,424 | 26,500 | 0.04% | 0.05% | 11 | -166,020 | -10.59% | Q4 2025 | Feb 18, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,341,305 | 25,364 | 16.4% | 16.61% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 1,122,939 | 21,234 | 2.65% | 2.67% | 13 | +43,052 | 3.99% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,071,447 | 20,261 | 0.02% | 0.01% | 14 | +480,895 | 81.43% | Q4 2025 | Feb 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 1,049,537 | 19,846 | 2.03% | 2.07% | 15 | -19,673 | -1.84% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 1,026,356 | 19,408 | 0.01% | 0.02% | 16 | +6,180 | 0.61% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 993,381 | 18,784 | 0.02% | 0.02% | 17 | +71,255 | 7.73% | Q4 2025 | Feb 13, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 961,547 | 18,182 | 6.47% | 6.63% | 18 | +1,921 | 0.2% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Added to | 852,381 | 16,118 | 0.03% | 0.03% | 19 | +12,545 | 1.49% | Q4 2025 | Jan 23, 2026 |
| Columbus Macro, LLC | History | Added to | 751,499 | 14,210 | 1.56% | 0.6% | 20 | +482,345 | 179.21% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 722,819 | 13,668 | 0.0% | — | 21 | +722,819 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 703,670 | 13,306 | 0.0% | 0.0% | 22 | -185,538 | -20.87% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 687,446 | 12,999 | 0.07% | 0.08% | 23 | +55,752 | 8.83% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 668,076 | 12,633 | 0.07% | 0.07% | 24 | +7,627 | 1.15% | Q4 2025 | Feb 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 607,376 | 11,485 | 2.64% | 2.33% | 25 | +106,896 | 21.36% | Q4 2025 | Jan 06, 2026 |
| CONNING INC. | History | No change | 580,200 | 10,971 | 0.37% | 0.37% | 26 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 535,866 | 10,184 | 0.76% | 0.77% | 27 | +28,144 | 5.54% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 470,691 | 8,900 | 0.02% | 0.02% | 28 | +30,765 | 6.99% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 465,932 | 8,798 | 0.0% | 0.0% | 29 | -427,311 | -47.84% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 458,749 | 8,674 | 0.0% | 0.01% | 30 | -562,623 | -55.09% | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 407,154 | 7,699 | 0.01% | 0.01% | 31 | +12,488 | 3.16% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 406,849 | 7,694 | 0.07% | 0.07% | 32 | -68,321 | -14.38% | Q4 2025 | Jan 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 396,556 | 7,498 | 0.0% | 0.01% | 33 | -338,504 | -46.05% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | New | 394,708 | 7,463 | 0.14% | — | 34 | +394,708 | New | Q4 2025 | Jan 23, 2026 |
| Prairiewood Capital, LLC | History | Added to | 386,401 | 7,306 | 2.27% | 2.48% | 35 | +2,138 | 0.56% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 377,162 | 7,132 | 0.03% | 0.03% | 36 | +21,669 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 340,590 | 6,440 | 0.2% | 0.19% | 37 | +34,041 | 11.1% | Q4 2025 | Feb 10, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 332,991 | 6,296 | 1.15% | 1.2% | 38 | -7,923 | -2.32% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | Added to | 327,067 | 6,184 | 1.59% | 1.38% | 39 | +61,236 | 23.04% | Q4 2025 | Feb 13, 2026 |
| SWS Partners | History | Added to | 301,078 | 5,723 | 1.38% | 1.39% | 40 | +7,401 | 2.52% | Q4 2025 | Jan 16, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 302,007 | 5,710 | 0.42% | 0.14% | 41 | +219,189 | 264.66% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 294,674 | 5,572 | 0.11% | 0.13% | 42 | +1,712 | 0.58% | Q4 2025 | Jan 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 285,358 | 5,396 | 1.4% | 1.17% | 43 | +61,965 | 27.74% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 251,045 | 4,747 | 0.01% | 0.01% | 44 | -57,745 | -18.7% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 242,721 | 4,725 | 0.22% | 0.27% | 45 | -12,233 | -4.8% | Q4 2025 | Jan 21, 2026 |
| David Kennon Inc | History | Added to | 219,554 | 4,151 | 1.48% | 1.53% | 46 | +1,052 | 0.48% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 195,533 | 3,717 | 0.1% | 0.12% | 47 | -12,589 | -6.05% | Q4 2025 | Feb 02, 2026 |
| Blue Edge Capital, LLC | History | Added to | 193,747 | 3,663 | 0.49% | 0.52% | 48 | +5,080 | 2.69% | Q4 2025 | Feb 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 192,568 | 3,641 | 1.28% | 2.17% | 49 | -83,405 | -30.22% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 192,412 | 3,638 | 0.09% | 0.1% | 50 | -10,254 | -5.06% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 183,926 | 3,478 | 0.23% | 0.24% | 51 | +3,311 | 1.83% | Q4 2025 | Jan 23, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 178,592 | 3,377 | 0.18% | 0.13% | 52 | +59,574 | 50.05% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 161,811 | 3,059 | 0.04% | 0.01% | 53 | +143,056 | 762.76% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 160,153 | 3,028 | 0.0% | 0.0% | 54 | -14,729 | -8.42% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 151,748 | 2,884 | 0.06% | 0.1% | 55 | -2,829 | -1.83% | Q4 2025 | Feb 05, 2026 |
| Note Advisors, LLC | History | Added to | 145,184 | 2,835 | 1.45% | 1.57% | 56 | +9,253 | 6.81% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 143,920 | 2,721 | 0.01% | 0.01% | 57 | +24,345 | 20.36% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 136,375 | 2,578 | 0.01% | 0.02% | 58 | -24,879 | -15.43% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 135,920 | 2,569 | 0.05% | 0.06% | 59 | -8,265 | -5.73% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 133,611 | 2,526 | 0.0% | 0.0% | 60 | +25,920 | 24.07% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 133,059 | 2,516 | 0.04% | 0.06% | 61 | -15,653 | -10.53% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 131,539 | 2,487 | 0.09% | 0.1% | 62 | -21,877 | -14.26% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 129,033 | 2,440 | 0.0% | 0.01% | 63 | -81,568 | -38.73% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 128,302 | 2,439 | 0.04% | 0.04% | 64 | -3,743 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 123,732 | 2,339 | 0.03% | 0.03% | 65 | -13,770 | -10.01% | Q4 2025 | Jan 20, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 122,595 | 2,318 | 0.25% | 0.27% | 66 | +2,355 | 1.96% | Q4 2025 | Jan 26, 2026 |
| WealthPlan Investment Management, LLC | History | New | 120,832 | 2,284 | 0.15% | — | 67 | +120,832 | New | Q4 2025 | Feb 05, 2026 |
| FF Advisors,LLC | History | Added to | 120,569 | 2,279 | 1.02% | 0.85% | 68 | +28,956 | 31.61% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | Reduced | 120,415 | 2,277 | 0.33% | 0.35% | 69 | -2,815 | -2.28% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 120,029 | 2,269 | 0.09% | 0.09% | 70 | -2,438 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 113,085 | 2,138 | 0.01% | 0.01% | 71 | -37,039 | -24.67% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 106,817 | 2,057 | 0.0% | 0.0% | 72 | +12,114 | 12.79% | Q4 2025 | Jan 08, 2026 |
| Traub Capital Management LLC | History | Reduced | 107,823 | 2,038 | 1.96% | 2.11% | 73 | -1,753 | -1.6% | Q4 2025 | Jan 29, 2026 |
| Trajan Wealth LLC | History | Reduced | 105,829 | 2,001 | 0.08% | 0.09% | 74 | -1,807 | -1.68% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 104,538 | 1,976 | 0.01% | — | 75 | +104,538 | New | Q4 2025 | Feb 12, 2026 |
| Hegarty Advisors, LLC | History | New | 98,955 | 1,871 | 1.62% | — | 76 | +98,955 | New | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 95,540 | 1,806 | 0.01% | 0.01% | 77 | +18,751 | 24.42% | Q4 2025 | Feb 17, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 94,952 | 1,795 | 0.9% | 0.95% | 78 | +1,147 | 1.22% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,600 | 1,637 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 85,972 | 1,625 | 0.09% | 0.11% | 80 | -12,467 | -12.66% | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 85,403 | 1,614 | 0.01% | 0.01% | 81 | -63,614 | -42.69% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 79,383 | 1,501 | 0.02% | 0.02% | 82 | +2,619 | 3.41% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 77,117 | 1,458 | 0.01% | 0.01% | 83 | -20,390 | -20.91% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 76,742 | 1,451 | 0.03% | 0.03% | 84 | -2,044 | -2.59% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 75,016 | 1,418 | 0.03% | 0.03% | 85 | +6,748 | 9.88% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 74,564 | 1,410 | 0.02% | 0.03% | 86 | +5,039 | 7.25% | Q4 2025 | Feb 06, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 74,319 | 1,405 | 0.32% | 0.35% | 87 | -6,235 | -7.74% | Q4 2025 | Feb 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 71,931 | 1,360 | 0.17% | 0.19% | 88 | -1,637 | -2.23% | Q4 2025 | Jan 23, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 71,855 | 1,358 | 1.17% | 1.03% | 90 | -1,089 | -1.49% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 71,863 | 1,358 | 0.25% | 0.26% | 89 | -796 | -1.1% | Q4 2025 | Jan 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 69,736 | 1,318 | 0.02% | 0.02% | 91 | +1,095 | 1.6% | Q4 2025 | Jan 29, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 68,334 | 1,292 | 0.29% | 0.3% | 92 | -111 | -0.16% | Q4 2025 | Jan 27, 2026 |
| Unison Advisors LLC | History | Added to | 67,445 | 1,275 | 0.11% | 0.12% | 93 | +2,183 | 3.34% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,139 | 1,251 | 0.0% | 0.0% | 94 | +2,791 | 4.41% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 61,838 | 1,169 | 0.0% | 0.0% | 95 | -45,009 | -42.12% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 61,069 | 1,154 | 0.0% | 0.0% | 96 | +16,740 | 37.76% | Q4 2025 | Mar 16, 2026 |
| NWAM LLC | History | Added to | 55,275 | 1,082 | 0.06% | 0.05% | 97 | +4,341 | 8.52% | Q4 2025 | Feb 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 55,536 | 1,050 | 0.07% | 0.11% | 98 | -29,640 | -34.8% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,398 | 1,047 | 0.0% | 0.0% | 99 | -1,389 | -2.45% | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 53,762 | 1,016 | 0.18% | 0.22% | 100 | -12,226 | -18.53% | Q4 2025 | Jan 27, 2026 |
| Alteri Wealth LLC | History | Added to | 53,454 | 1,010 | 0.33% | 0.35% | 101 | +774 | 1.47% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 52,359 | 990 | 0.0% | — | 102 | +52,359 | New | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Added to | 51,906 | 981 | 0.01% | 0.0% | 103 | +39,601 | 321.83% | Q4 2025 | Feb 17, 2026 |
| L & S Advisors Inc | History | Reduced | 50,529 | 955 | 0.09% | 0.1% | 104 | -596 | -1.17% | Q4 2025 | Feb 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 49,572 | 937 | 0.02% | 0.02% | 105 | +7,092 | 16.69% | Q4 2025 | Feb 09, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 49,452 | 935 | 0.12% | 0.13% | 106 | -694 | -1.38% | Q4 2025 | Jan 15, 2026 |
| Objective Capital Management, LLC | History | Added to | 47,758 | 903 | 0.92% | 0.87% | 107 | +4,651 | 10.79% | Q4 2025 | Feb 04, 2026 |
| Apollon Financial, LLC | History | Reduced | 46,963 | 888 | 0.13% | 0.21% | 108 | -17,825 | -27.51% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | Reduced | 45,350 | 857 | 0.19% | 0.24% | 109 | -1,552 | -3.31% | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 43,651 | 825 | 0.08% | 0.08% | 110 | -1,403 | -3.11% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 40,040 | 757 | 0.0% | 0.0% | 111 | +3,566 | 9.78% | Q4 2025 | Feb 06, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 38,011 | 718 | 0.02% | 0.03% | 112 | +10 | 0.03% | Q4 2025 | Feb 03, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 36,991 | 699 | 0.17% | 0.19% | 113 | +1,149 | 3.21% | Q4 2025 | Feb 06, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 36,583 | 691 | 0.44% | 0.46% | 114 | +250 | 0.69% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,981 | 680 | 0.0% | 0.0% | 115 | -11,543 | -24.29% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 34,813 | 658 | 0.01% | 0.01% | 116 | +1,893 | 5.75% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 34,698 | 656 | 0.0% | 0.0% | 117 | +17,973 | 107.46% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 33,552 | 634 | 0.01% | 0.01% | 118 | -7,341 | -17.95% | Q4 2025 | Jan 26, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 33,470 | 632 | 0.01% | 0.01% | 119 | +7,291 | 27.85% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 33,327 | 630 | 0.0% | 0.0% | 120 | +10,427 | 45.53% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 32,836 | 620 | 0.06% | 0.07% | 121 | -1,764 | -5.1% | Q4 2025 | Feb 11, 2026 |
| Accel Wealth Management | History | Reduced | 32,681 | 617 | 0.17% | 0.23% | 122 | -7,508 | -18.68% | Q4 2025 | Jan 20, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 32,162 | 608 | 0.14% | 1.98% | 123 | -416,484 | -92.83% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 31,430 | 594 | 0.01% | 0.01% | 124 | -146 | -0.46% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,073 | 587 | 0.01% | 0.01% | 125 | +4,161 | 15.46% | Q4 2025 | Jan 23, 2026 |
| Prospect Financial Services LLC | History | Reduced | 30,855 | 583 | 0.33% | 0.53% | 126 | -16,404 | -34.71% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 30,145 | 570 | 0.17% | 0.19% | 127 | -506 | -1.65% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | Added to | 29,982 | 566 | 0.11% | 0.12% | 129 | +114 | 0.38% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 29,932 | 566 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 29,881 | 565 | 0.03% | 0.03% | 130 | -629 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 29,827 | 564 | 0.01% | 0.01% | 131 | +3,984 | 15.42% | Q4 2025 | Jan 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 29,747 | 562 | 0.15% | 0.17% | 132 | -3,406 | -10.27% | Q4 2025 | Jan 07, 2026 |
| WBH ADVISORY INC | History | Added to | 29,023 | 548 | 0.04% | 0.04% | 133 | +246 | 0.85% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 29,000 | 548 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 28,927 | 547 | 0.12% | 0.14% | 135 | +1,136 | 4.09% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 28,850 | 545 | 0.03% | 0.05% | 136 | -10,721 | -27.09% | Q4 2025 | Feb 10, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 28,442 | 537 | 0.06% | 0.07% | 137 | -2,649 | -8.52% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 28,301 | 535 | 0.29% | 0.3% | 138 | +293 | 1.05% | Q4 2025 | Feb 24, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 27,712 | 524 | 0.11% | 0.12% | 139 | -439 | -1.56% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,537 | 521 | 0.0% | 0.0% | 140 | -684 | -2.42% | Q4 2025 | Mar 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 27,000 | 510 | 0.0% | — | 141 | +27,000 | New | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 26,953 | 509 | 0.0% | 0.0% | 142 | +8,830 | 48.72% | Q4 2025 | Jan 29, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 25,700 | 485 | 0.11% | 0.12% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | New | 24,849 | 469 | 0.01% | — | 145 | +24,849 | New | Q4 2025 | Mar 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 24,836 | 469 | 0.0% | 0.0% | 144 | +1,837 | 7.99% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,791 | 468 | 0.02% | 0.02% | 146 | +1,962 | 8.59% | Q4 2025 | Feb 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 24,599 | 465 | 0.01% | 0.01% | 147 | -1,253 | -4.85% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | No change | 23,403 | 442 | 0.08% | 0.09% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,143 | 437 | 0.01% | 0.01% | 149 | +2,787 | 13.69% | Q4 2025 | Feb 17, 2026 |
| 10Elms LLP | History | New | 23,010 | 435 | 0.4% | — | 150 | +23,010 | New | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 22,569 | 426 | 0.28% | 0.28% | 151 | +1,354 | 6.38% | Q4 2025 | Feb 05, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 21,994 | 423 | 0.19% | 0.24% | 152 | -4,110 | -15.74% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,726 | 410 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 21,450 | 405 | 0.01% | 0.02% | 154 | -2,575 | -10.72% | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 21,224 | 401 | 0.01% | 0.02% | 155 | -33,081 | -60.92% | Q4 2025 | Jan 22, 2026 |
| RHS Financial, LLC | History | Reduced | 20,925 | 395 | 0.19% | 0.46% | 156 | -24,834 | -54.27% | Q4 2025 | Jan 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,538 | 388 | 0.0% | 0.0% | 157 | +4,289 | 26.4% | Q4 2025 | Jan 30, 2026 |
| BEACON FINANCIAL GROUP | History | New | 20,154 | 381 | 0.04% | — | 158 | +20,154 | New | Q4 2025 | Apr 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,591 | 370 | 0.0% | 0.0% | 159 | -1,321 | -6.32% | Q4 2025 | Feb 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 19,410 | 367 | 0.32% | — | 160 | +19,410 | New | Q4 2025 | Feb 05, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 19,386 | 366 | 0.01% | 0.02% | 161 | -862 | -4.26% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,729 | 354 | 0.01% | 0.02% | 162 | -5,247 | -21.88% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,442 | 348 | 0.0% | 0.0% | 163 | +2,148 | 13.18% | Q4 2025 | Feb 10, 2026 |
| John W. Brooker & Co., CPAs | History | New | 18,191 | 343 | 0.61% | — | 164 | +18,191 | New | Q4 2025 | Jan 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 17,791 | 343 | 0.05% | 0.05% | 165 | +1,639 | 10.15% | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 17,754 | 335 | 0.02% | 0.02% | 167 | +245 | 1.4% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,445 | 335 | 0.0% | 0.0% | 166 | -1 | -0.01% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | No change | 17,588 | 332 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,930 | 320 | 0.04% | — | 169 | +16,930 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 16,890 | 319 | 0.0% | — | 170 | +16,890 | New | Q4 2025 | Feb 12, 2026 |
| CFO4Life Group, LLC | History | No change | 16,888 | 319 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,853 | 318 | 0.01% | 0.01% | 172 | +403 | 2.45% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Reduced | 16,691 | 315 | 0.07% | 0.08% | 173 | -2,868 | -14.66% | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | Added to | 16,472 | 311 | 0.03% | 0.03% | 174 | +256 | 1.58% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 16,446 | 310 | 0.0% | — | 175 | +16,446 | New | Q4 2025 | Feb 05, 2026 |
| INVESTED ADVISORS | History | New | 16,397 | 310 | 0.32% | — | 176 | +16,397 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 16,388 | 309 | 0.02% | 0.02% | 177 | -4,319 | -20.86% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 15,597 | 296 | 0.01% | 0.01% | 178 | +55 | 0.35% | Q4 2025 | Jan 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 15,196 | 287 | 0.02% | 0.03% | 179 | -5,607 | -26.95% | Q4 2025 | Jan 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 14,972 | 283 | 0.03% | 0.04% | 180 | -4,198 | -21.9% | Q4 2025 | Jan 30, 2026 |
| Inspire Advisors, LLC | History | Reduced | 14,857 | 280 | 0.03% | 0.04% | 181 | -4,530 | -23.37% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,417 | 272 | 0.0% | 0.0% | 182 | +582 | 4.21% | Q4 2025 | Feb 17, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 14,296 | 270 | 0.05% | 0.05% | 183 | -1,211 | -7.81% | Q4 2025 | Jan 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 14,087 | 266 | 0.11% | 0.11% | 184 | +85 | 0.61% | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 13,798 | 260 | 0.0% | — | 185 | +13,798 | New | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,801 | 260 | 0.01% | 0.01% | 186 | -456 | -3.2% | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 13,353 | 252 | 0.03% | — | 187 | +13,353 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,863 | 243 | 0.01% | 0.01% | 188 | +7,507 | 140.16% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 12,386 | 234 | 0.02% | 0.02% | 189 | -2,649 | -17.62% | Q4 2025 | Feb 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 12,322 | 233 | 0.02% | 0.01% | 190 | +3,698 | 42.88% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 12,175 | 230 | 0.0% | — | 191 | +12,175 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,100 | 228 | 0.0% | 0.0% | 192 | +400 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 12,036 | 227 | 0.02% | 0.02% | 193 | +186 | 1.57% | Q4 2025 | Feb 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 12,000 | 226 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 11,655 | 220 | 0.0% | — | 195 | +11,655 | New | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,592 | 219 | 0.01% | 0.01% | 196 | -268 | -2.26% | Q4 2025 | Jan 06, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 11,549 | 218 | 0.15% | 0.16% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | New | 11,281 | 213 | 0.03% | — | 198 | +11,281 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,770 | 203 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HF Advisory Group, LLC | History | Added to | 10,688 | 202 | 0.07% | 0.07% | 200 | +361 | 3.5% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,426 | 197 | 0.03% | 0.11% | 201 | -22,411 | -68.25% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,314 | 195 | 0.0% | 0.0% | 202 | +314 | 3.14% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10,306 | 194 | 0.01% | — | 203 | +10,306 | New | Q4 2025 | Jan 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,209 | 193 | 0.02% | 0.02% | 204 | -20 | -0.2% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 10,156 | 192 | 0.01% | 0.01% | 205 | +97 | 0.96% | Q4 2025 | Feb 06, 2026 |
| WMS Group LLC | History | New | 10,000 | 189 | 0.24% | — | 208 | +10,000 | New | Q4 2025 | Mar 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,000 | 189 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 10,000 | 189 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,712 | 183 | 0.0% | 0.0% | 209 | -1,401 | -12.61% | Q4 2025 | Jan 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 9,154 | 173 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 8,460 | 159 | 0.01% | 0.0% | 211 | +1,260 | 17.5% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 8,000 | 152 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 7,695 | 145 | 0.12% | 0.13% | 213 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 7,453 | 140 | 0.02% | — | 214 | +7,453 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,292 | 137 | 0.0% | 0.0% | 215 | -5,066 | -40.99% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,682 | 126 | 0.0% | 0.0% | 216 | +981 | 17.21% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,510 | 123 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | Reduced | 6,439 | 121 | 0.03% | 0.04% | 218 | -460 | -6.67% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,358 | 120 | 0.01% | 0.02% | 219 | -945 | -12.94% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 4,959 | 93 | 0.01% | — | 220 | +4,959 | New | Q4 2025 | Mar 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,717 | 89 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Team Financial Group, LLC | History | Added to | 4,277 | 80 | 0.04% | 0.04% | 222 | +62 | 1.47% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,006 | 75 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,707 | 70 | 0.0% | 0.0% | 224 | +10 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,544 | 67 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| UMB Bank, n.a. | History | No change | 2,962 | 56 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 2,712 | 51 | 0.02% | — | 228 | +2,712 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,731 | 51 | 0.0% | 0.0% | 227 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,645 | 50 | 0.0% | — | 229 | +2,645 | New | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,622 | 49 | 0.02% | 0.01% | 230 | +41 | 1.59% | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,118 | 40 | 0.04% | — | 231 | +2,118 | New | Q4 2025 | Feb 19, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,976 | 37 | 0.03% | 0.09% | 233 | -2,666 | -57.43% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | No change | 1,978 | 37 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,728 | 32 | 0.02% | 0.03% | 234 | -115 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,564 | 29 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 1,333 | 25 | 0.01% | 0.01% | 236 | -191 | -12.53% | Q4 2025 | Feb 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,000 | 18 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 880 | 16 | 0.0% | 0.0% | 238 | +354 | 67.3% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | Added to | 836 | 15 | 0.0% | 0.0% | 240 | +13 | 1.58% | Q4 2025 | Jan 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 823 | 15 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Winthrop Capital Management, LLC | History | No change | 768 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 720 | 13 | 0.0% | — | 243 | +720 | New | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 706 | 13 | 0.0% | 0.0% | 242 | +31 | 4.59% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | No change | 717 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| New Millennium Group LLC | History | Reduced | 687 | 12 | 0.01% | 0.01% | 245 | -198 | -22.37% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 622 | 11 | 0.0% | 0.0% | 247 | -234 | -27.34% | Q4 2025 | Jan 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 605 | 11 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 553 | 10 | 0.01% | 0.01% | 248 | +9 | 1.65% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 517 | 9 | 0.0% | 0.0% | 249 | +136 | 35.7% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 9 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Caldwell Trust Co | History | No change | 498 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 463 | 8 | 0.0% | 0.01% | 252 | -679 | -59.46% | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | Added to | 383 | 7 | 0.0% | 0.0% | 253 | +5 | 1.32% | Q4 2025 | Jan 20, 2026 |
| Fortis Group Advisors, LLC | History | No change | 375 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,937 | 6 | 0.0% | 0.0% | 255 | +817 | 72.95% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 302 | 6 | 0.01% | — | 256 | +302 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 288 | 5 | 0.0% | 0.0% | 257 | +134 | 87.01% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 230 | 4 | 0.0% | 0.01% | 258 | -4,501 | -95.14% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | New | 257 | 4 | 0.0% | — | 259 | +257 | New | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 115 | 2 | 0.0% | 0.0% | 261 | -101 | -46.76% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 135 | 2 | 0.0% | 0.0% | 262 | +2 | 1.5% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 132 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 122 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 95 | 1 | 0.0% | 0.01% | 266 | -334,900 | -99.97% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 80 | 1 | 0.0% | 0.01% | 268 | -5,466 | -98.56% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 54 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 97 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REAP Financial Group, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 5.86% | — | -3,484,454 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -560,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -229,684 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -190,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,205 | -100.0% | Q3 2025 | Feb 27, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,647 | -100.0% | Q3 2025 | Oct 17, 2025 |
| American Investment Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,328 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,996 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,368 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,270 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -10,158 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Running Point Capital Advisors, LLC | History | Reduced | 40 | 0 | — | 0.03% | — | -6,479 | -99.39% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,645 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,305 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,140 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 04, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -847 | -99.88% | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -693 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 07, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 35 | 0 | — | 0.0% | — | -25 | -41.67% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |