Invesco Exchange-Traded Fund Trust II - PGX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 78,449,399 | 881,771 | 0.06% | 0.05% | 1 | +12,475,753 | 18.91% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,374,528 | 172,809 | 0.03% | 0.03% | 2 | +625,748 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | New | 7,321,189 | 82,290 | 4.65% | — | 3 | +7,321,189 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 7,271,262 | 81,728 | 0.0% | 0.01% | 4 | -573,619 | -7.31% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 5,725,667 | 64,356 | 0.02% | 0.02% | 5 | -786,747 | -12.08% | Q4 2025 | Feb 11, 2026 |
| Spectrum Asset Management, Inc. | History | Added to | 5,372,426 | 60,386 | 75.99% | 85.75% | 6 | +1,739,156 | 47.87% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 5,345,570 | 60,084 | 0.01% | 0.01% | 7 | +1,300,981 | 32.17% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,308,493 | 59,667 | 0.0% | 0.0% | 8 | +871,430 | 19.64% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,140,878 | 46,507 | 0.01% | 0.01% | 9 | +63,043 | 1.55% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,722,216 | 41,838 | 0.01% | — | 10 | +3,722,216 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 3,482,718 | 39,146 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 3,194,448 | 35,905 | 0.15% | — | 12 | +3,194,448 | New | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,710,604 | 30,467 | 0.01% | 0.01% | 13 | -190,805 | -6.58% | Q4 2025 | Feb 18, 2026 |
| COHEN & STEERS, INC. | History | Added to | 2,157,935 | 24,255 | 0.04% | 0.0% | 14 | +2,049,049 | 1881.83% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 1,966,427 | 22,102 | 0.02% | — | 15 | +1,966,427 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,682,990 | 18,916 | 0.24% | 0.19% | 16 | +466,546 | 38.35% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,349,776 | 15,172 | 0.02% | 0.03% | 17 | -367,314 | -21.39% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 1,345,619 | 15,124 | 0.77% | 0.94% | 18 | -205,288 | -13.24% | Q4 2025 | Jan 27, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 1,245,561 | 14,448 | 7.08% | 7.08% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,279,648 | 14,383 | 0.09% | 0.09% | 20 | -52,327 | -3.93% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,235,557 | 13,887 | 0.02% | 0.02% | 21 | -76,672 | -5.84% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,065,901 | 11,980 | 0.3% | 0.33% | 22 | -26,513 | -2.43% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 953,170 | 10,713 | 0.05% | 0.05% | 23 | +50,108 | 5.55% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 919,286 | 10,332 | 0.06% | 0.06% | 24 | +38,003 | 4.31% | Q4 2025 | Feb 13, 2026 |
| STONEBRIDGE ADVISORS LLC | History | Added to | 792,408 | 8,906 | 4.88% | 0.33% | 25 | +751,113 | 1818.9% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 776,026 | 8,722 | 0.0% | 0.0% | 26 | -20,499 | -2.57% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 758,057 | 8,520 | 0.02% | 0.02% | 27 | -55,853 | -6.86% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 752,227 | 8,455 | 0.02% | 0.03% | 28 | -36,896 | -4.68% | Q4 2025 | Feb 05, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 717,856 | 8,068 | 1.85% | 0.05% | 29 | +699,756 | 3866.06% | Q4 2025 | Jan 26, 2026 |
| Prairiewood Capital, LLC | History | Added to | 655,646 | 7,369 | 2.29% | 2.52% | 30 | +624 | 0.1% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 604,249 | 6,791 | 0.0% | 0.0% | 31 | -55,869 | -8.46% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 602,400 | 6,770 | 1.24% | 1.4% | 32 | -32,180 | -5.07% | Q4 2025 | Jan 29, 2026 |
| Quadrature Capital Ltd | History | Added to | 600,848 | 6,753 | 0.07% | 0.02% | 33 | +467,219 | 349.64% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Reduced | 590,010 | 6,631 | 1.96% | 2.12% | 34 | -6,035 | -1.01% | Q4 2025 | Feb 03, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 589,411 | 6,624 | 2.52% | 3.06% | 35 | -102,682 | -14.84% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 570,695 | 6,414 | 0.0% | — | 36 | +570,695 | New | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 564,536 | 6,345 | 0.01% | 0.01% | 37 | -38,373 | -6.36% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Added to | 540,521 | 6,075 | 1.11% | 1.09% | 38 | +32,282 | 6.35% | Q4 2025 | Jan 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 540,225 | 6,072 | 0.01% | 0.01% | 39 | +35,981 | 7.14% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 519,677 | 5,841 | 0.01% | 0.01% | 40 | -15,810 | -2.95% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Reduced | 516,960 | 5,810 | 0.0% | 0.01% | 41 | -362,243 | -41.2% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 463,329 | 5,295 | 0.25% | 0.27% | 42 | +32,385 | 7.51% | Q4 2025 | Jan 21, 2026 |
| McAdam, LLC | History | Added to | 470,500 | 5,288 | 0.24% | 0.27% | 43 | +3,337 | 0.71% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 443,273 | 5,013 | 0.01% | 0.01% | 44 | -20,853 | -4.49% | Q4 2025 | Jan 08, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 439,745 | 4,942 | 1.1% | 1.21% | 45 | -19,925 | -4.33% | Q4 2025 | Jan 27, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 406,916 | 4,573 | 0.66% | 0.73% | 46 | +279 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Arkos Global Advisors | History | Reduced | 402,698 | 4,526 | 0.58% | 0.67% | 47 | -49,663 | -10.98% | Q4 2025 | Feb 13, 2026 |
| Field & Main Bank | History | Reduced | 396,015 | 4,451 | 1.28% | 1.41% | 48 | -16,218 | -3.93% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Reduced | 385,159 | 4,400 | 0.01% | 0.01% | 49 | -37,780 | -8.93% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 383,145 | 4,306 | 0.0% | 0.01% | 50 | -6,586 | -1.69% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 381,129 | 4,283 | 0.05% | 0.05% | 51 | -66,468 | -14.85% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 360,831 | 4,055 | 0.1% | 0.11% | 52 | -8,463 | -2.29% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 348,977 | 3,922 | 0.01% | 0.01% | 53 | -61,053 | -14.89% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 25,647 | 3,849 | 0.07% | 0.07% | 54 | +302 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 335,068 | 3,766 | 2.76% | — | 55 | +335,068 | New | Q4 2025 | Mar 04, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 297,672 | 3,345 | 0.08% | 0.08% | 56 | +25,692 | 9.45% | Q4 2025 | Feb 10, 2026 |
| Cordoba Advisory Partners LLC | History | New | 292,922 | 3,292 | 0.81% | — | 57 | +292,922 | New | Q4 2025 | Feb 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 270,002 | 3,034 | 0.95% | 0.83% | 58 | +51,310 | 23.46% | Q4 2025 | Feb 10, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 262,511 | 2,950 | 0.39% | 0.37% | 59 | +15,173 | 6.13% | Q4 2025 | Jan 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 257,166 | 2,890 | 0.09% | 0.1% | 60 | -7,647 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Trust Co | History | Reduced | 241,023 | 2,709 | 0.18% | 0.19% | 61 | -3,138 | -1.29% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 223,706 | 2,514 | 0.01% | 0.01% | 62 | +31,730 | 16.53% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | New | 220,021 | 2,473 | 0.02% | — | 63 | +220,021 | New | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 219,094 | 2,462 | 0.0% | 0.0% | 64 | +11,745 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 217,238 | 2,441 | 0.04% | 0.08% | 65 | -72,309 | -24.97% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 215,753 | 2,425 | 0.01% | 0.01% | 66 | +10,325 | 5.03% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 214,804 | 2,414 | 0.0% | 0.0% | 67 | +143,376 | 200.73% | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | Reduced | 213,158 | 2,396 | 0.55% | 0.64% | 68 | -31,023 | -12.7% | Q4 2025 | Jan 23, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 204,008 | 2,313 | 0.05% | 0.05% | 69 | +18,991 | 10.26% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 204,352 | 2,296 | 0.0% | — | 70 | +204,352 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 200,697 | 2,255 | 0.04% | 0.05% | 71 | +8,570 | 4.46% | Q4 2025 | Mar 12, 2026 |
| KG&L Capital Management,LLC | History | Added to | 198,892 | 2,235 | 0.55% | 0.61% | 72 | +1,068 | 0.54% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 196,253 | 2,205 | 0.03% | 0.03% | 73 | -9,970 | -4.83% | Q4 2025 | Feb 05, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 196,216 | 2,205 | 0.61% | 0.63% | 74 | +5,756 | 3.02% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 181,647 | 2,041 | 0.01% | 0.01% | 75 | +59,491 | 48.7% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 177,259 | 1,992 | 0.01% | 0.01% | 76 | -29,712 | -14.36% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 170,293 | 1,914 | 0.05% | 0.06% | 77 | -4,449 | -2.55% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 168,301 | 1,891 | 0.0% | 0.0% | 78 | -4,474 | -2.59% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 167,288 | 1,880 | 0.01% | 0.01% | 79 | +36,205 | 27.62% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 164,470 | 1,848 | 1.41% | 1.6% | 80 | -5,895 | -3.46% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 163,936 | 1,842 | 0.0% | 0.0% | 81 | -3,932 | -2.34% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | New | 161,971 | 1,820 | 0.07% | — | 82 | +161,971 | New | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | New | 161,799 | 1,818 | 0.07% | — | 83 | +161,799 | New | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 158,704 | 1,783 | 0.01% | 0.01% | 84 | -4,985 | -3.05% | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 158,529 | 1,781 | 0.23% | 0.02% | 85 | +144,973 | 1069.44% | Q4 2025 | Feb 03, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 155,834 | 1,751 | 1.45% | 1.46% | 86 | +2,708 | 1.77% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 154,907 | 1,741 | 0.04% | 0.06% | 87 | -46,578 | -23.12% | Q4 2025 | Feb 06, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 153,110 | 1,720 | 0.85% | 0.94% | 88 | -3,343 | -2.14% | Q4 2025 | Mar 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 148,268 | 1,666 | 0.01% | 0.01% | 89 | +10,179 | 7.37% | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 140,387 | 1,577 | 0.1% | 0.11% | 90 | -23,767 | -14.48% | Q4 2025 | Jan 21, 2026 |
| NewSquare Capital LLC | History | Reduced | 136,571 | 1,535 | 0.14% | 0.12% | 91 | -10,746 | -7.29% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 129,825 | 1,459 | 0.0% | 0.0% | 92 | +2,091 | 1.64% | Q4 2025 | Feb 11, 2026 |
| Tudor Financial Inc. | History | Added to | 128,005 | 1,438 | 0.74% | 0.73% | 93 | +9,280 | 7.82% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 126,117 | 1,417 | 0.02% | 0.02% | 94 | -3,670 | -2.83% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 121,568 | 1,366 | 0.0% | 0.01% | 95 | -18,303 | -13.09% | Q4 2025 | Feb 18, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 120,188 | 1,350 | 0.13% | 0.14% | 96 | -9,775 | -7.52% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 119,993 | 1,348 | 0.0% | 0.0% | 97 | -18,510 | -13.36% | Q4 2025 | Feb 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 116,840 | 1,313 | 0.43% | 0.18% | 98 | +70,847 | 154.04% | Q4 2025 | Jan 27, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 112,683 | 1,266 | 0.39% | 0.42% | 99 | -196 | -0.17% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 110,693 | 1,244 | 0.0% | 0.0% | 100 | -14,813 | -11.8% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 110,596 | 1,243 | 0.02% | 0.03% | 101 | -22,556 | -16.94% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 109,798 | 1,234 | 0.01% | 0.01% | 102 | +3,385 | 3.18% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 106,648 | 1,198 | 0.0% | 0.0% | 103 | -10,010 | -8.58% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 106,378 | 1,195 | 0.01% | 0.01% | 104 | -14,792 | -12.21% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 106,051 | 1,192 | 0.0% | 0.0% | 105 | +183 | 0.17% | Q4 2025 | Feb 19, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 101,949 | 1,145 | 0.26% | 0.28% | 106 | -4,248 | -4.0% | Q4 2025 | Jan 14, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 99,008 | 1,113 | 0.76% | 0.81% | 107 | +360 | 0.36% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 96,600 | 1,085 | 0.0% | — | 108 | +96,600 | New | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 92,637 | 1,041 | 0.07% | 0.06% | 109 | +24,280 | 35.52% | Q4 2025 | Feb 09, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 91,323 | 1,026 | 0.24% | 0.23% | 110 | +10,701 | 13.27% | Q4 2025 | Jan 16, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 88,168 | 991 | 0.27% | 0.28% | 111 | -1,948 | -2.16% | Q4 2025 | Feb 04, 2026 |
| Cane Capital Partners, LLC | History | New | 85,707 | 963 | 0.38% | — | 112 | +85,707 | New | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 84,104 | 945 | 0.0% | 0.0% | 113 | -26,104 | -23.69% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 83,983 | 943 | 0.02% | 0.03% | 114 | +500 | 0.6% | Q4 2025 | Feb 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 82,263 | 924 | 0.16% | 0.16% | 115 | +7,255 | 9.67% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 79,533 | 893 | 0.02% | 0.02% | 116 | +10,155 | 14.64% | Q4 2025 | Jan 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 71,438 | 802 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 71,222 | 800 | 0.0% | 0.0% | 118 | -1,310 | -1.81% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 70,802 | 795 | 0.0% | 0.01% | 119 | -2,261 | -3.09% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 69,602 | 782 | 0.17% | 0.21% | 120 | -14,763 | -17.5% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 69,401 | 780 | 0.01% | 0.01% | 121 | -745 | -1.06% | Q4 2025 | Jan 20, 2026 |
| Amicus Financial Advisors, LLC | History | New | 68,310 | 767 | 0.21% | — | 122 | +68,310 | New | Q4 2025 | Mar 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 68,141 | 765 | 0.01% | 0.04% | 123 | -216,729 | -76.08% | Q4 2025 | Feb 02, 2026 |
| Pines Wealth Management, LLC | History | Added to | 65,866 | 740 | 0.24% | 0.16% | 124 | +24,717 | 60.07% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 65,578 | 737 | 0.0% | 0.0% | 125 | +1,361 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | No change | 61,257 | 710 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 59,879 | 673 | 0.02% | — | 127 | +59,879 | New | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,359 | 667 | 0.0% | 0.03% | 128 | -394,973 | -86.93% | Q4 2025 | Jan 29, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 58,682 | 659 | 0.08% | 0.09% | 129 | +916 | 1.59% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 57,756 | 649 | 0.09% | 0.11% | 130 | -2,660 | -4.4% | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 57,199 | 642 | 0.14% | 0.16% | 131 | -1,064 | -1.83% | Q4 2025 | Jan 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 55,665 | 625 | 0.42% | 0.44% | 132 | -878 | -1.55% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 55,411 | 622 | 0.0% | 0.0% | 133 | -6,527 | -10.54% | Q4 2025 | Feb 03, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 55,279 | 621 | 0.26% | 0.27% | 134 | +26 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 55,145 | 619 | 0.02% | 0.03% | 135 | -31,000 | -35.99% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 54,267 | 609 | 0.05% | 0.05% | 136 | +681 | 1.27% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 53,870 | 605 | 0.03% | 0.04% | 137 | -21,775 | -28.79% | Q4 2025 | Feb 17, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 52,154 | 586 | 0.29% | 0.42% | 138 | +572 | 1.11% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 52,133 | 585 | 0.04% | — | 139 | +52,133 | New | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 50,881 | 571 | 0.01% | 0.01% | 140 | -8,756 | -14.68% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 50,399 | 566 | 0.02% | 0.03% | 141 | -8,950 | -15.08% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 50,435 | 566 | 0.01% | 0.01% | 142 | -1,544 | -2.97% | Q4 2025 | Jan 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 50,048 | 562 | 0.18% | 0.22% | 143 | -6,261 | -11.12% | Q4 2025 | Feb 11, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 49,429 | 555 | 0.15% | 0.18% | 144 | -4,847 | -8.93% | Q4 2025 | Jan 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 48,776 | 548 | 0.02% | 0.02% | 145 | +172 | 0.35% | Q4 2025 | Jan 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 48,574 | 545 | 0.01% | 0.01% | 146 | -4,385 | -8.28% | Q4 2025 | Jan 28, 2026 |
| Advisory Alpha, LLC | History | Reduced | 48,411 | 544 | 0.01% | 0.02% | 147 | -7,829 | -13.92% | Q4 2025 | Feb 06, 2026 |
| Hyposwiss Advisors SA | History | New | 47,070 | 529 | 0.52% | — | 148 | +47,070 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Capital Management, LLC | History | No change | 46,850 | 526 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 46,279 | 520 | 0.42% | 0.42% | 150 | +1,180 | 2.62% | Q4 2025 | Jan 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 45,000 | 505 | 0.0% | — | 151 | +45,000 | New | Q4 2025 | Jan 26, 2026 |
| Beech Hill Advisors, Inc. | History | Added to | 44,631 | 501 | 0.24% | 0.17% | 152 | +13,218 | 42.08% | Q4 2025 | Jan 14, 2026 |
| Everstar Asset Management, LLC | History | Added to | 39,947 | 493 | 0.26% | 0.26% | 153 | +855 | 2.19% | Q4 2025 | Feb 05, 2026 |
| Rare Wolf Capital LLC | History | New | 42,853 | 481 | 0.3% | — | 154 | +42,853 | New | Q4 2025 | Feb 19, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 40,272 | 472 | 0.17% | 0.16% | 155 | +8,020 | 24.87% | Q4 2025 | Jan 13, 2026 |
| Ramiah Investment Group | History | Reduced | 41,588 | 467 | 0.46% | 0.49% | 156 | -827 | -1.95% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Reduced | 40,695 | 457 | 0.01% | 0.01% | 157 | -927 | -2.23% | Q4 2025 | Jan 15, 2026 |
| Nautilus Advisors LLC | History | No change | 40,693 | 457 | 0.3% | 0.32% | 158 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,417 | 443 | 0.01% | 0.01% | 159 | -14,918 | -27.46% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Reduced | 39,044 | 438 | 0.01% | 0.01% | 160 | -956 | -2.39% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 38,523 | 432 | 0.04% | 0.17% | 161 | -88,042 | -69.56% | Q4 2025 | Feb 06, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 38,210 | 429 | 0.37% | 0.39% | 162 | -1,200 | -3.04% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 37,927 | 426 | 0.01% | 0.01% | 163 | +2,222 | 6.22% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 37,862 | 425 | 0.02% | 0.02% | 165 | -18,665 | -33.02% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 37,859 | 425 | 0.0% | 0.0% | 164 | -1,052 | -2.7% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 37,707 | 423 | 0.03% | 0.03% | 166 | +1,595 | 4.42% | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | New | 36,190 | 406 | 0.0% | — | 167 | +36,190 | New | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 35,233 | 396 | 0.01% | 0.02% | 168 | -23,123 | -39.62% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Reduced | 35,212 | 395 | 0.11% | 0.13% | 169 | -4,605 | -11.57% | Q4 2025 | Jan 20, 2026 |
| SkyOak Wealth, LLC | History | Added to | 34,778 | 390 | 0.07% | 0.07% | 170 | +5,000 | 16.79% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 34,537 | 388 | 0.02% | 0.02% | 171 | +390 | 1.14% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 34,158 | 383 | 0.01% | — | 173 | +34,158 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 34,136 | 383 | 0.01% | 0.01% | 172 | -4,985 | -12.74% | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | Reduced | 33,125 | 372 | 0.0% | 0.0% | 174 | -12,725 | -27.75% | Q4 2025 | Feb 13, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 32,789 | 368 | 0.13% | 0.16% | 175 | -2 | -0.01% | Q4 2025 | Jan 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 32,271 | 367 | 0.15% | 0.16% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 32,628 | 366 | 0.01% | 0.01% | 177 | -60 | -0.18% | Q4 2025 | Feb 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 31,111 | 349 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creekside Partners | History | Reduced | 29,850 | 335 | 0.14% | 0.18% | 179 | -4,584 | -13.31% | Q4 2025 | Feb 13, 2026 |
| FF Advisors,LLC | History | No change | 29,272 | 329 | 0.15% | 0.16% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 29,250 | 328 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 29,103 | 327 | 0.0% | — | 182 | +29,103 | New | Q4 2025 | Feb 06, 2026 |
| Friedenthal Financial | History | Added to | 29,051 | 326 | 0.17% | 0.17% | 183 | +1,158 | 4.15% | Q4 2025 | Jan 27, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 28,409 | 319 | 0.06% | 0.16% | 184 | -41,986 | -59.64% | Q4 2025 | Feb 10, 2026 |
| Portland Financial Advisors Inc | History | No change | 28,070 | 315 | 0.67% | 0.69% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 27,952 | 314 | 0.0% | 0.0% | 186 | -992,000 | -97.26% | Q4 2025 | Mar 25, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,355 | 307 | 0.01% | 0.01% | 187 | +10,463 | 61.94% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,152 | 305 | 0.0% | 0.0% | 188 | +749 | 2.84% | Q4 2025 | Mar 09, 2026 |
| Wiser Advisor Group LLC | History | Added to | 27,058 | 304 | 0.35% | 0.39% | 189 | +40 | 0.15% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 26,232 | 294 | 0.0% | 0.0% | 190 | -1,241 | -4.52% | Q4 2025 | Feb 06, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 25,987 | 292 | 0.06% | 0.07% | 191 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 25,541 | 287 | 0.0% | 0.01% | 192 | -4,397 | -14.69% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,492 | 286 | 0.01% | 0.01% | 193 | +71 | 0.28% | Q4 2025 | Jan 21, 2026 |
| Madrona Financial Services, LLC | History | Added to | 25,151 | 282 | 0.06% | 0.06% | 194 | +327 | 1.32% | Q4 2025 | Jan 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,065 | 281 | 0.01% | 0.01% | 195 | -324 | -1.28% | Q4 2025 | Jan 12, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 24,999 | 280 | 0.08% | 0.1% | 196 | -6,051 | -19.49% | Q4 2025 | Jan 27, 2026 |
| Crews Bank & Trust | History | Reduced | 24,755 | 278 | 0.04% | 0.06% | 197 | -7,725 | -23.78% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 24,314 | 273 | 0.0% | 0.0% | 198 | +9,598 | 65.22% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 24,185 | 271 | 0.01% | 0.01% | 199 | -2,443 | -9.17% | Q4 2025 | Jan 30, 2026 |
| Sepio Capital, LP | History | New | 24,075 | 270 | 0.01% | — | 200 | +24,075 | New | Q4 2025 | Feb 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 23,706 | 266 | 0.02% | 0.0% | 202 | +21,200 | 845.97% | Q4 2025 | Jan 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 23,665 | 266 | 0.0% | 0.0% | 201 | -5,033 | -17.54% | Q4 2025 | Feb 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 23,627 | 265 | 0.09% | 0.11% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,505 | 264 | 0.01% | 0.02% | 204 | +1,750 | 8.04% | Q4 2025 | Jan 26, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 23,284 | 261 | 0.19% | 0.22% | 205 | -1,937 | -7.68% | Q4 2025 | Feb 10, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 23,097 | 259 | 0.1% | 0.12% | 206 | -3,818 | -14.19% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 22,905 | 257 | 0.18% | 0.23% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 22,825 | 256 | 0.01% | — | 209 | +22,825 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 22,801 | 256 | 0.0% | 0.0% | 208 | +879 | 4.01% | Q4 2025 | Jan 30, 2026 |
| American Trust | History | Added to | 22,773 | 255 | 0.02% | 0.02% | 210 | +439 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 22,500 | 252 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 22,328 | 250 | 0.02% | 0.02% | 213 | -7,199 | -24.38% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,293 | 250 | 0.0% | 0.0% | 212 | -3,534 | -13.68% | Q4 2025 | Feb 10, 2026 |
| Crabel Capital Management, LLC | History | Reduced | 22,196 | 249 | 0.19% | 0.26% | 214 | -2,973 | -11.81% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 22,086 | 248 | 0.01% | 0.03% | 215 | -16,035 | -42.06% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,000 | 247 | 0.01% | 0.01% | 216 | -1,208 | -5.21% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 21,761 | 244 | 0.02% | 0.02% | 217 | -3,000 | -12.12% | Q4 2025 | Jan 12, 2026 |
| Independence Bank of Kentucky | History | Reduced | 21,535 | 242 | 0.03% | 0.04% | 218 | -2,025 | -8.6% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,412 | 240 | 0.0% | 0.0% | 219 | -824 | -3.71% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,221 | 238 | 0.0% | 0.0% | 220 | -3,382 | -13.75% | Q4 2025 | Jan 23, 2026 |
| GM Advisory Group, LLC | History | New | 21,121 | 237 | 0.01% | — | 221 | +21,121 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,791 | 233 | 0.0% | 0.01% | 222 | +702 | 3.49% | Q4 2025 | Feb 02, 2026 |
| Legacy Private Trust Co. | History | No change | 20,700 | 232 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,009 | 225 | 0.0% | 0.0% | 224 | -18,216 | -47.65% | Q4 2025 | Jan 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 19,931 | 224 | 0.0% | 0.01% | 225 | -690 | -3.35% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | No change | 19,848 | 223 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 19,662 | 221 | 2.14% | 2.19% | 227 | -2,914 | -12.91% | Q4 2025 | Jan 27, 2026 |
| Farrell Financial LLC | History | Added to | 19,435 | 218 | 0.13% | 0.09% | 228 | +6,574 | 51.12% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,350 | 217 | 0.0% | — | 229 | +19,350 | New | Q4 2025 | Feb 12, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 19,250 | 216 | 0.14% | — | 230 | +19,250 | New | Q4 2025 | Feb 11, 2026 |
| Marshall Financial Group, LLC | History | No change | 19,040 | 214 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| RDA Financial Network | History | No change | 18,605 | 209 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Apella Capital, LLC | History | Added to | 18,578 | 208 | 0.0% | 0.0% | 233 | +198 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 18,302 | 205 | 0.02% | 0.02% | 234 | -455 | -2.43% | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 18,227 | 204 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,830 | 200 | 0.0% | 0.0% | 236 | -21,950 | -55.18% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 17,731 | 199 | 0.01% | 0.02% | 237 | -17,724 | -49.99% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,679 | 198 | 0.01% | 0.0% | 238 | +10,792 | 156.7% | Q4 2025 | Jan 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 17,282 | 194 | 0.03% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 17,132 | 192 | 0.03% | 0.03% | 240 | +463 | 2.78% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,028 | 191 | 0.0% | 0.0% | 241 | +1,612 | 10.46% | Q4 2025 | Feb 09, 2026 |
| Purus Wealth Management, LLC | History | Added to | 16,759 | 188 | 0.06% | 0.06% | 242 | +35 | 0.21% | Q4 2025 | Jan 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,359 | 183 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 16,240 | 182 | 0.15% | — | 245 | +16,240 | New | Q4 2025 | Feb 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 16,250 | 182 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 16,059 | 181 | 0.18% | — | 248 | +16,059 | New | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 16,192 | 181 | 0.0% | 0.0% | 247 | +1,046 | 6.91% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 16,098 | 181 | 0.0% | 0.0% | 246 | +5 | 0.03% | Q4 2025 | Jan 26, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 16,038 | 180 | 0.01% | 0.02% | 249 | -11,160 | -41.03% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 15,914 | 178 | 0.01% | 0.02% | 250 | -5,040 | -24.05% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 15,245 | 171 | 0.01% | 0.01% | 251 | -14,296 | -48.39% | Q4 2025 | Jan 12, 2026 |
| GenWealth Group, Inc. | History | No change | 15,069 | 170 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 14,900 | 167 | 0.1% | 0.27% | 253 | -26,000 | -63.57% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 14,697 | 165 | 0.01% | — | 254 | +14,697 | New | Q4 2025 | Feb 17, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 14,562 | 163 | 0.09% | 0.09% | 255 | +2,758 | 23.36% | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 14,332 | 161 | 0.01% | 0.01% | 256 | -655 | -4.37% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,271 | 160 | 0.02% | 0.02% | 257 | +3,310 | 30.2% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 14,178 | 159 | 0.0% | — | 258 | +14,178 | New | Q4 2025 | Feb 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 14,230 | 159 | 0.01% | 0.01% | 259 | -2,650 | -15.7% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 14,119 | 158 | 0.01% | 0.02% | 260 | -5,810 | -29.15% | Q4 2025 | Feb 18, 2026 |
| Providence First Trust Co | History | Reduced | 14,100 | 158 | 0.05% | 0.06% | 261 | -1,500 | -9.62% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | New | 13,823 | 155 | 0.01% | — | 262 | +13,823 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,111 | 155 | 0.0% | 0.0% | 263 | -3,248 | -18.71% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 13,775 | 154 | 0.0% | 0.0% | 264 | -4,808 | -25.87% | Q4 2025 | Jan 22, 2026 |
| PFG Investments, LLC | History | New | 13,438 | 151 | 0.01% | — | 267 | +13,438 | New | Q4 2025 | Jan 26, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 13,492 | 151 | 0.06% | 0.06% | 266 | +2,006 | 17.46% | Q4 2025 | Jan 28, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 13,440 | 151 | 0.03% | 0.03% | 265 | -650 | -4.61% | Q4 2025 | Jan 14, 2026 |
| WESBANCO BANK INC | History | Added to | 13,210 | 148 | 0.0% | 0.0% | 268 | +2,686 | 25.52% | Q4 2025 | Feb 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 12,998 | 146 | 0.0% | — | 270 | +12,998 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | No change | 12,996 | 146 | 0.02% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,654 | 142 | 0.01% | 0.0% | 271 | +9,770 | 338.77% | Q4 2025 | Feb 04, 2026 |
| Weaver Consulting Group | History | Reduced | 12,550 | 141 | 0.03% | 0.04% | 272 | -594 | -4.52% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,522 | 140 | 0.01% | 0.01% | 273 | +182 | 1.47% | Q4 2025 | Jan 30, 2026 |
| Joule Financial, LLC | History | Added to | 12,381 | 139 | 0.04% | 0.04% | 274 | +90 | 0.73% | Q4 2025 | Jan 20, 2026 |
| Vantus Wealth LLC | History | New | 12,288 | 138 | 0.1% | — | 275 | +12,288 | New | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 12,190 | 137 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 12,060 | 135 | 0.01% | 0.01% | 277 | -2,452 | -16.9% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,987 | 134 | 0.02% | 0.03% | 278 | -8,290 | -40.88% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,885 | 133 | 0.0% | 0.0% | 279 | -2,733 | -18.7% | Q4 2025 | Feb 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,757 | 132 | 0.01% | 0.01% | 282 | -2,382 | -16.85% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,760 | 132 | 0.0% | 0.01% | 281 | -646 | -5.21% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,786 | 132 | 0.0% | 0.0% | 280 | -598 | -4.83% | Q4 2025 | Jan 26, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 11,725 | 132 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Adalta Capital Management LLC | History | New | 11,596 | 130 | 0.06% | — | 284 | +11,596 | New | Q4 2025 | Feb 17, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 11,606 | 130 | 0.02% | 0.03% | 285 | -5,362 | -31.6% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | New | 11,460 | 128 | 0.0% | — | 287 | +11,460 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 11,399 | 128 | 0.0% | — | 286 | +11,399 | New | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | New | 11,350 | 127 | 0.0% | — | 288 | +11,350 | New | Q4 2025 | Feb 02, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 11,220 | 126 | 0.05% | 0.06% | 289 | -1,500 | -11.79% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11,064 | 124 | 0.02% | — | 291 | +11,064 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 11,071 | 124 | 0.05% | 0.07% | 290 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | No change | 11,000 | 123 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prostatis Group LLC | History | No change | 10,972 | 123 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | New | 10,768 | 121 | 0.01% | — | 294 | +10,768 | New | Q4 2025 | Jan 26, 2026 |
| Financial Insights, Inc. | History | Reduced | 10,600 | 119 | 0.04% | 0.06% | 296 | -4,000 | -27.4% | Q4 2025 | Mar 31, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 10,632 | 119 | 0.01% | 0.01% | 297 | +73 | 0.69% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,600 | 119 | 0.0% | 0.0% | 295 | +32 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Rockwood Wealth Management, LLC | History | New | 10,535 | 118 | 0.01% | — | 298 | +10,535 | New | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | New | 10,496 | 117 | 0.01% | — | 299 | +10,496 | New | Q4 2025 | Feb 10, 2026 |
| Financial Council, LLC | History | New | 10,479 | 117 | 0.05% | — | 300 | +10,479 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 10,339 | 116 | 0.0% | 0.0% | 301 | +6,149 | 146.75% | Q4 2025 | Jan 16, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,250 | 115 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 10,030 | 112 | 0.05% | — | 304 | +10,030 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 10,049 | 112 | 0.01% | 0.01% | 303 | -45 | -0.45% | Q4 2025 | Jan 21, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 9,530 | 106 | 0.05% | 0.06% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| S.A. Mason LLC | History | Reduced | 9,430 | 105 | 0.04% | 0.05% | 306 | -500 | -5.04% | Q4 2025 | Jan 29, 2026 |
| Robbins Farley | History | Added to | 9,130 | 102 | 0.05% | 0.04% | 308 | +1,509 | 19.8% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 9,120 | 102 | 0.0% | 0.0% | 307 | +795 | 9.55% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 8,939 | 100 | 0.02% | 0.04% | 309 | -3,505 | -28.17% | Q4 2025 | Feb 09, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 8,677 | 97 | 0.01% | 0.01% | 310 | +3,086 | 55.2% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | No change | 8,239 | 92 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 8,093 | 90 | 0.25% | 0.26% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,000 | 89 | 0.0% | 0.01% | 314 | -4,590 | -36.46% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,000 | 89 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,664 | 86 | 0.0% | 0.0% | 315 | -3,434 | -30.94% | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | No change | 7,327 | 82 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Register Financial Advisors LLC | History | New | 7,004 | 78 | 0.03% | — | 318 | +7,004 | New | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Added to | 7,020 | 78 | 0.01% | 0.01% | 317 | +120 | 1.74% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 6,781 | 76 | 0.01% | 0.01% | 319 | +2,896 | 74.54% | Q4 2025 | Feb 03, 2026 |
| Bank of New Hampshire | History | New | 6,700 | 75 | 0.02% | — | 320 | +6,700 | New | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,610 | 74 | 0.0% | 0.0% | 323 | +150 | 2.32% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 6,604 | 74 | 0.03% | 0.03% | 324 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Palouse Capital Management, Inc. | History | No change | 6,629 | 74 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,650 | 74 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | No change | 6,500 | 73 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,003 | 67 | 0.0% | 0.0% | 326 | +2,903 | 93.65% | Q4 2025 | Feb 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 5,447 | 61 | 0.02% | 0.03% | 327 | +23 | 0.42% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,850 | 54 | 0.0% | — | 329 | +4,850 | New | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | No change | 4,878 | 54 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BAYBAN | History | New | 4,600 | 51 | 0.05% | — | 330 | +4,600 | New | Q4 2025 | Mar 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,430 | 49 | 0.03% | 0.04% | 332 | -3,958 | -47.19% | Q4 2025 | Feb 18, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,429 | 49 | 0.01% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,316 | 48 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,037 | 45 | 0.0% | 0.0% | 334 | -165 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,934 | 44 | 0.0% | — | 336 | +3,934 | New | Q4 2025 | Feb 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 4,000 | 44 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROGCO, LP | History | No change | 3,805 | 42 | 0.01% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,617 | 41 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SRH ADVISORS, LLC | History | No change | 3,500 | 39 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 3,401 | 38 | 0.03% | 0.03% | 340 | -19,612 | -85.22% | Q4 2025 | Feb 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 3,288 | 36 | 0.01% | 0.01% | 341 | +110 | 3.46% | Q4 2025 | Jan 21, 2026 |
| Kentucky Trust Co | History | No change | 3,080 | 34 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | No change | 3,000 | 33 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 2,851 | 32 | 0.0% | 0.03% | 344 | -18,339 | -86.55% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Reduced | 2,847 | 31 | 0.0% | 0.0% | 345 | -6,001 | -67.82% | Q4 2025 | Feb 17, 2026 |
| Ransom Advisory, Ltd | History | New | 2,800 | 31 | 0.01% | — | 347 | +2,800 | New | Q4 2025 | Jan 06, 2026 |
| TCTC Holdings, LLC | History | No change | 2,775 | 31 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 2,740 | 30 | 0.0% | 0.01% | 348 | -500 | -15.43% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,525 | 28 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 2,578 | 28 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Triumph Capital Management | History | New | 2,459 | 27 | 0.01% | — | 351 | +2,459 | New | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,386 | 26 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDM Financial Group LLC | History | No change | 2,370 | 26 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,245 | 25 | 0.0% | 0.0% | 354 | +28 | 1.26% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 2,104 | 23 | 0.0% | 0.0% | 355 | +1,784 | 557.5% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 2,072 | 23 | 0.0% | 0.0% | 356 | +72 | 3.6% | Q4 2025 | Jan 21, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 2,056 | 23 | 0.01% | 0.01% | 357 | +32 | 1.58% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 2,000 | 22 | 0.01% | 0.02% | 358 | -1,280 | -39.02% | Q4 2025 | Feb 09, 2026 |
| Community Bank, N.A. | History | New | 1,885 | 21 | 0.0% | — | 359 | +1,885 | New | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,869 | 21 | 0.0% | 0.0% | 360 | -120 | -6.03% | Q4 2025 | Jan 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,861 | 20 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,627 | 18 | 0.0% | 0.0% | 362 | +421 | 34.91% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,602 | 18 | 0.0% | 0.0% | 363 | +25 | 1.59% | Q4 2025 | Jan 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,570 | 17 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,500 | 16 | 0.01% | — | 367 | +1,500 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,435 | 16 | 0.01% | — | 368 | +1,435 | New | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,479 | 16 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,500 | 16 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,395 | 15 | 0.01% | 0.01% | 371 | +10 | 0.72% | Q4 2025 | Jan 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,400 | 15 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 500 | 15 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 1,280 | 14 | 0.0% | — | 372 | +1,280 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | No change | 1,275 | 14 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 1,200 | 13 | 0.01% | 0.01% | 376 | -137 | -10.25% | Q4 2025 | Feb 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,168 | 13 | 0.0% | 0.0% | 375 | -2 | -0.17% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | No change | 1,200 | 13 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,108 | 12 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SHP Wealth Management | History | New | 1,000 | 11 | 0.0% | — | 379 | +1,000 | New | Q4 2025 | Mar 04, 2026 |
| Front Row Advisors LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 970 | 10 | 0.01% | — | 381 | +970 | New | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 917 | 10 | 0.0% | 0.0% | 380 | -918 | -50.03% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 741 | 8 | 0.0% | — | 384 | +741 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 789 | 8 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 725 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 700 | 7 | 0.0% | — | 386 | +700 | New | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 685 | 7 | 0.0% | 0.0% | 387 | +127 | 22.76% | Q4 2025 | Feb 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 647 | 7 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 570 | 6 | 0.0% | 0.0% | 388 | -17,484 | -96.84% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 546 | 6 | 0.0% | — | 389 | +546 | New | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 540 | 6 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 608 | 6 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ADIRONDACK TRUST CO | History | No change | 500 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 453 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 430 | 4 | 0.0% | — | 397 | +430 | New | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | New | 410 | 4 | 0.0% | — | 394 | +410 | New | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | New | 367 | 4 | 0.0% | — | 395 | +367 | New | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 441 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | New | 290 | 3 | 0.0% | — | 398 | +290 | New | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | No change | 300 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Providence Capital Advisors, LLC | History | No change | 258 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 245 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Asset Management, LLC | History | New | 101 | 1 | 0.0% | — | 405 | +101 | New | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 160 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 94 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -547,692 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -382,831 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Harfst & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.66% | — | -306,267 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -107,002 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Glaxis Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.93% | — | -100,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -59,290 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -56,056 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -31,276 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Edge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,145 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,110 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MidWestOne Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -19,353 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -17,708 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,578 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Weitzel Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -14,843 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,287 | -100.0% | Q3 2025 | Oct 29, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,154 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,764 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,739 | -100.0% | Q3 2025 | Feb 26, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,374 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -6,570 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,015 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -5,077 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -3,345 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,803 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Westside Investment Management, Inc. | History | Reduced | 32 | 0 | — | 0.0% | — | -672 | -95.45% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SJS Investment Consulting Inc. | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Jan 21, 2026 |
| United Financial Planning Group LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 21, 2026 |
| Hanson & Doremus Investment Management | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 20, 2026 |
| CURIO WEALTH, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Key Capital Management, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 26, 2026 |
| Costello Asset Management, INC | History | Added to | 50 | 0 | — | — | — | +1 | 2.04% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |