abrdn Platinum ETF Trust - PPLT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 701,735 | 130,824 | 0.02% | 0.01% | 1 | +390,908 | 125.76% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 630,673 | 117,576 | 0.02% | 0.01% | 2 | +391,673 | 163.88% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 566,400 | 105,593 | 0.02% | 0.01% | 3 | +232,800 | 69.78% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 346,804 | 64,654 | 0.01% | 0.0% | 4 | +340,856 | 5730.6% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 326,667 | 60,900 | 0.0% | 0.0% | 5 | +74,090 | 29.33% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 318,312 | 59,342 | 1.16% | 0.99% | 6 | -13,001 | -3.92% | Q4 2025 | Feb 02, 2026 |
| PenderFund Capital Management Ltd. | History | Reduced | 242,000 | 45,116 | 7.11% | 7.28% | 7 | -60,000 | -19.87% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 231,930 | 43,238 | 1.49% | 1.19% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 179,447 | 33,454 | 0.01% | 0.0% | 9 | +6,863 | 3.98% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 174,974 | 32,620 | 0.01% | 0.01% | 10 | +100,602 | 135.27% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 167,584 | 31,242 | 0.01% | 0.01% | 11 | -21,361 | -11.31% | Q4 2025 | Feb 11, 2026 |
| Belvedere Trading LLC | History | Added to | 113,700 | 21,197 | 0.02% | 0.02% | 12 | +19,400 | 20.57% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 103,467 | 19,289 | 0.0% | 0.0% | 13 | +50,199 | 94.24% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 85,184 | 15,881 | 0.0% | — | 14 | +85,184 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 84,669 | 15,784 | 0.0% | 0.0% | 15 | +60,267 | 246.98% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 83,347 | 15,538 | 0.0% | 0.0% | 16 | +5,897 | 7.61% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 73,465 | 13,696 | 0.0% | 0.0% | 17 | +600 | 0.82% | Q4 2025 | Feb 18, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 63,625 | 11,861 | 1.1% | 0.72% | 18 | +13,176 | 26.12% | Q4 2025 | Jan 30, 2026 |
| Black Swift Group, LLC | History | Added to | 58,040 | 10,804 | 1.8% | 1.34% | 19 | +4,950 | 9.32% | Q4 2025 | Feb 10, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 46,896 | 8,742 | 4.54% | 4.47% | 20 | -12,950 | -21.64% | Q4 2025 | Mar 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,510 | 8,484 | 0.02% | 0.01% | 21 | +23,384 | 105.69% | Q4 2025 | Mar 16, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Reduced | 40,000 | 7,457 | 6.43% | 6.57% | 22 | -15,000 | -27.27% | Q4 2025 | Feb 17, 2026 |
| Southeast Asset Advisors, LLC | History | New | 37,945 | 7,074 | 0.67% | — | 23 | +37,945 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 36,479 | 6,800 | 0.01% | 0.0% | 24 | +7,182 | 24.51% | Q4 2025 | Feb 13, 2026 |
| SPROTT INC. | History | Reduced | 36,223 | 6,753 | 0.23% | 0.21% | 25 | -5,556 | -13.3% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 35,660 | 6,648 | 0.12% | 0.09% | 26 | +8,132 | 29.54% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 33,205 | 6,190 | 0.0% | — | 27 | +33,205 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | No change | 31,480 | 5,869 | 0.01% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 30,595 | 5,703 | 0.11% | 0.14% | 29 | -11,095 | -26.61% | Q4 2025 | Feb 13, 2026 |
| L & S Advisors Inc | History | New | 27,093 | 5,050 | 0.47% | — | 30 | +27,093 | New | Q4 2025 | Feb 05, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 25,814 | 4,812 | 0.4% | 0.34% | 31 | -6,146 | -19.23% | Q4 2025 | Jan 27, 2026 |
| Accordant Advisory Group Inc | History | Added to | 25,647 | 4,781 | 3.3% | 2.38% | 32 | +1,150 | 4.69% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,990 | 4,472 | 0.0% | 0.0% | 33 | +12,471 | 108.26% | Q4 2025 | Feb 10, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 23,964 | 4,467 | 3.05% | 2.78% | 34 | +1,200 | 5.27% | Q4 2025 | Jan 26, 2026 |
| Corecam AG | History | New | 20,030 | 3,734 | 3.65% | — | 35 | +20,030 | New | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,104 | 3,561 | 0.0% | 0.0% | 36 | +8,818 | 85.73% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 18,390 | 3,428 | 0.0% | 0.0% | 37 | +280 | 1.55% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,066 | 3,368 | 0.0% | 0.0% | 38 | -1,398 | -7.18% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 17,941 | 3,344 | 0.0% | — | 39 | +17,941 | New | Q4 2025 | Feb 13, 2026 |
| Q3 Asset Management | History | New | 17,609 | 3,282 | 0.75% | — | 40 | +17,609 | New | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,545 | 2,898 | 0.0% | 0.0% | 41 | +5,134 | 49.31% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 15,417 | 2,874 | 0.2% | 0.17% | 42 | -1,569 | -9.24% | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 15,185 | 2,830 | 0.01% | 0.01% | 43 | -2,979 | -16.4% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 15,037 | 2,803 | 0.06% | 0.04% | 44 | -105 | -0.69% | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 14,082 | 2,625 | 0.1% | 0.07% | 45 | -21 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | New | 13,835 | 2,579 | 0.31% | — | 46 | +13,835 | New | Q4 2025 | Jan 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 13,755 | 2,564 | 0.0% | — | 47 | +13,755 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,412 | 2,500 | 0.06% | 0.0% | 48 | +12,512 | 1390.22% | Q4 2025 | Jan 28, 2026 |
| ARMOR ADVISORS, L.L.C. | History | New | 12,903 | 2,405 | 2.15% | — | 49 | +12,903 | New | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 12,745 | 2,376 | 0.04% | 0.02% | 50 | +2,004 | 18.66% | Q4 2025 | Jan 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 12,493 | 2,329 | 0.0% | — | 51 | +12,493 | New | Q4 2025 | Feb 17, 2026 |
| McAlvany Wealth Management LLC | History | New | 11,985 | 2,234 | 1.71% | — | 52 | +11,985 | New | Q4 2025 | Mar 25, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,594 | 2,161 | 0.04% | 0.04% | 53 | +485 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 11,383 | 2,122 | 1.61% | 1.43% | 54 | -2,057 | -15.31% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 11,219 | 2,091 | 0.01% | — | 55 | +11,219 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,910 | 2,033 | 0.0% | 0.0% | 56 | +3,169 | 40.94% | Q4 2025 | Feb 12, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 11,200 | 1,983 | 0.69% | 0.56% | 57 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,599 | 1,976 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,196 | 1,900 | 0.04% | 0.04% | 59 | +1,400 | 15.92% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 9,967 | 1,858 | 0.59% | 0.48% | 60 | -55 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Hedges Asset Management LLC | History | Reduced | 9,450 | 1,761 | 1.24% | 1.05% | 61 | -150 | -1.56% | Q4 2025 | Jan 27, 2026 |
| Holcombe Financial, Inc. | History | New | 9,064 | 1,689 | 1.06% | — | 62 | +9,064 | New | Q4 2025 | Jan 27, 2026 |
| Carrera Capital Advisors | History | Reduced | 8,922 | 1,663 | 0.28% | 0.26% | 63 | -1,138 | -11.31% | Q4 2025 | Jan 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,861 | 1,651 | 0.01% | 0.01% | 64 | -2,550 | -22.35% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 8,534 | 1,590 | 0.03% | 0.02% | 65 | +2,020 | 31.01% | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 8,286 | 1,544 | 0.92% | 0.19% | 66 | +6,276 | 312.24% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 8,271 | 1,542 | 0.07% | — | 67 | +8,271 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,159 | 1,521 | 0.04% | 0.04% | 68 | -977 | -10.69% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,098 | 1,509 | 0.0% | 0.0% | 69 | +3,291 | 68.46% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | New | 8,067 | 1,503 | 0.04% | — | 70 | +8,067 | New | Q4 2025 | Feb 17, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 7,786 | 1,451 | 0.68% | 0.82% | 71 | -4,234 | -35.22% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,591 | 1,415 | 0.02% | — | 72 | +7,591 | New | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,579 | 1,412 | 0.07% | 0.03% | 73 | +2,482 | 48.7% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | New | 7,545 | 1,406 | 0.28% | — | 74 | +7,545 | New | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,213 | 1,344 | 0.02% | 0.0% | 75 | +7,184 | 24772.41% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,154 | 1,334 | 0.0% | 0.0% | 76 | -2,628 | -26.87% | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | Reduced | 7,126 | 1,328 | 0.08% | 0.15% | 77 | -10,169 | -58.8% | Q4 2025 | Feb 12, 2026 |
| Hyposwiss Advisors SA | History | New | 7,125 | 1,328 | 1.3% | — | 78 | +7,125 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 7,070 | 1,318 | 0.06% | — | 79 | +7,070 | New | Q4 2025 | Feb 17, 2026 |
| Sender Co & Partners, Inc. | History | Reduced | 6,900 | 1,286 | 0.6% | 0.36% | 80 | -16,415 | -70.41% | Q4 2025 | Feb 17, 2026 |
| Financially Speaking Inc | History | New | 6,656 | 1,240 | 0.8% | — | 81 | +6,656 | New | Q4 2025 | Feb 10, 2026 |
| Briaud Financial Planning, Inc | History | No change | 6,624 | 1,234 | 0.3% | 0.31% | 82 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 6,603 | 1,231 | 0.17% | 0.34% | 83 | -10,175 | -60.64% | Q4 2025 | Jan 20, 2026 |
| Hikari Tsushin, Inc. | History | No change | 6,496 | 1,211 | 0.08% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 6,389 | 1,191 | 0.12% | 0.09% | 85 | +257 | 4.19% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,304 | 1,169 | 0.0% | 0.0% | 86 | +170 | 3.31% | Q4 2025 | Jan 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 6,260 | 1,167 | 0.01% | — | 87 | +6,260 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,200 | 1,155 | 0.01% | 0.0% | 88 | +4,080 | 192.45% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 6,010 | 1,120 | 0.21% | 0.2% | 89 | -1,085 | -15.29% | Q4 2025 | Feb 12, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 5,870 | 1,094 | 0.45% | 0.17% | 90 | +2,400 | 69.16% | Q4 2025 | Jan 28, 2026 |
| WT Wealth Management | History | Added to | 5,727 | 1,067 | 0.31% | 0.2% | 91 | +840 | 17.19% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,669 | 1,056 | 0.0% | 0.0% | 92 | +2,621 | 85.99% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 5,650 | 1,053 | 0.41% | — | 93 | +5,650 | New | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | New | 5,519 | 1,028 | 0.19% | — | 94 | +5,519 | New | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,300 | 988 | 0.0% | 0.0% | 95 | -800 | -13.11% | Q4 2025 | Jan 26, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 5,272 | 982 | 0.0% | 0.0% | 96 | +247 | 4.92% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,850 | 904 | 0.0% | 0.01% | 97 | -1,750 | -26.52% | Q4 2025 | Jan 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,800 | 894 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sassicaia Capital Advisers LLC | History | New | 4,600 | 857 | 1.88% | — | 99 | +4,600 | New | Q4 2025 | Feb 13, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 4,538 | 846 | 0.23% | 0.27% | 100 | -2,368 | -34.29% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | New | 4,537 | 845 | 0.03% | — | 101 | +4,537 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 4,537 | 845 | 0.12% | — | 102 | +4,537 | New | Q4 2025 | Jan 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 4,070 | 759 | 0.01% | 0.0% | 103 | +1,965 | 93.35% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,029 | 751 | 0.0% | 0.0% | 104 | -6,784 | -62.74% | Q4 2025 | Feb 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,972 | 740 | 0.12% | 0.1% | 105 | +188 | 4.97% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 3,804 | 709 | 0.0% | 0.0% | 106 | +3,617 | 1934.22% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,536 | 659 | 0.04% | 0.03% | 107 | -219 | -5.83% | Q4 2025 | Feb 04, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 3,475 | 647 | 0.07% | — | 108 | +3,475 | New | Q4 2025 | Feb 05, 2026 |
| Verus Financial Partners, Inc. | History | No change | 2,500 | 616 | 0.06% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlTi Global, Inc. | History | New | 3,300 | 615 | 0.01% | — | 111 | +3,300 | New | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 3,300 | 615 | 0.0% | 0.0% | 110 | -1,000 | -23.26% | Q4 2025 | Feb 11, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,100 | 577 | 0.21% | 0.16% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 3,001 | 574 | 0.4% | 0.12% | 113 | +1,851 | 160.96% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,076 | 573 | 0.01% | 0.0% | 114 | +13 | 0.42% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,044 | 567 | 0.0% | 0.0% | 115 | +541 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 3,773 | 565 | 0.0% | — | 116 | +3,773 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 2,950 | 549 | 0.03% | 0.02% | 117 | -15 | -0.51% | Q4 2025 | Jan 26, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,800 | 546 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,925 | 545 | 0.01% | 0.01% | 119 | +277 | 10.46% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | No change | 2,927 | 545 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | New | 2,912 | 542 | 0.01% | — | 121 | +2,912 | New | Q4 2025 | Feb 02, 2026 |
| Asset One Wealth Management LLC | History | New | 2,761 | 537 | 0.07% | — | 122 | +2,761 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 2,746 | 511 | 0.0% | 0.0% | 123 | +563 | 25.79% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 2,680 | 499 | 0.04% | 0.02% | 124 | +835 | 45.26% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 2,600 | 484 | 0.02% | 0.02% | 125 | -2,400 | -48.0% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,581 | 481 | 0.02% | 0.02% | 126 | +50 | 1.98% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,533 | 472 | 0.0% | 0.0% | 127 | -182 | -6.7% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 2,500 | 466 | 0.14% | 0.09% | 128 | +500 | 25.0% | Q4 2025 | Feb 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 2,400 | 447 | 0.05% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 2,378 | 443 | 0.01% | 0.01% | 130 | -88 | -3.57% | Q4 2025 | Jan 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,300 | 428 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,253 | 420 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Added to | 2,214 | 413 | 0.0% | 0.0% | 133 | +535 | 31.86% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,190 | 408 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,103 | 392 | 0.0% | — | 135 | +2,103 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,059 | 383 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,005 | 373 | 0.01% | — | 137 | +2,005 | New | Q4 2025 | Feb 19, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,000 | 372 | 0.12% | 0.07% | 138 | +500 | 33.33% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, LLC | History | New | 1,910 | 356 | 0.06% | — | 139 | +1,910 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,876 | 349 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lansing Street Advisors | History | No change | 1,852 | 345 | 0.09% | 0.07% | 141 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 1,850 | 344 | 0.21% | — | 143 | +1,850 | New | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | New | 1,849 | 344 | 0.02% | — | 142 | +1,849 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,841 | 343 | 0.02% | 0.01% | 144 | +671 | 57.35% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,785 | 332 | 0.0% | 0.0% | 145 | -55 | -2.99% | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 1,780 | 331 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,752 | 326 | 0.0% | — | 147 | +1,752 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,718 | 320 | 0.0% | 0.0% | 148 | +84 | 5.14% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,708 | 318 | 0.01% | 0.0% | 149 | +1,171 | 218.06% | Q4 2025 | Feb 06, 2026 |
| Generation Capital Management LLC | History | Reduced | 1,675 | 312 | 0.2% | 0.34% | 150 | -1,575 | -48.46% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 187,073 | 306 | 0.0% | 0.0% | 151 | +185,585 | 12472.11% | Q4 2025 | Mar 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,573 | 293 | 0.0% | — | 152 | +1,573 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,526 | 284 | 0.0% | 0.0% | 153 | -55 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | New | 1,438 | 268 | 0.0% | — | 154 | +1,438 | New | Q4 2025 | Feb 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | New | 1,415 | 263 | 0.07% | — | 155 | +1,415 | New | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | New | 1,387 | 258 | 0.0% | — | 156 | +1,387 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,381 | 257 | 0.0% | — | 158 | +1,381 | New | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 1,380 | 257 | 0.0% | — | 157 | +1,380 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,358 | 253 | 0.0% | — | 159 | +1,358 | New | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | New | 1,350 | 251 | 0.0% | — | 160 | +1,350 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,345 | 250 | 0.0% | — | 161 | +1,345 | New | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 1,345 | 250 | 0.14% | — | 162 | +1,345 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 1,322 | 246 | 0.01% | — | 163 | +1,322 | New | Q4 2025 | Jan 27, 2026 |
| Net Worth Advisory Group | History | Reduced | 1,307 | 243 | 0.05% | 0.06% | 164 | -143 | -9.86% | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,301 | 242 | 0.0% | — | 165 | +1,301 | New | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | New | 1,268 | 236 | 0.01% | — | 166 | +1,268 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 1,226 | 228 | 0.01% | — | 167 | +1,226 | New | Q4 2025 | Jan 23, 2026 |
| Sovereign Financial Group, Inc. | History | New | 1,218 | 227 | 0.04% | — | 168 | +1,218 | New | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,211 | 225 | 0.01% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 1,188 | 221 | 0.0% | — | 170 | +1,188 | New | Q4 2025 | Feb 05, 2026 |
| BSW Wealth Partners | History | New | 1,173 | 218 | 0.03% | — | 171 | +1,173 | New | Q4 2025 | Jan 23, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 1,152 | 214 | 0.1% | 0.32% | 172 | -3,653 | -76.02% | Q4 2025 | Jan 14, 2026 |
| Paul R. Ried Financial Group, LLC | History | New | 1,147 | 213 | 0.1% | — | 173 | +1,147 | New | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 1,133 | 211 | 0.02% | — | 174 | +1,133 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | New | 1,107 | 206 | 0.0% | — | 175 | +1,107 | New | Q4 2025 | Feb 03, 2026 |
| Prospect Financial Services LLC | History | Reduced | 1,110 | 206 | 0.12% | 0.12% | 176 | -400 | -26.49% | Q4 2025 | Feb 06, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 1,101 | 205 | 0.16% | 0.7% | 177 | -5,000 | -81.95% | Q4 2025 | Jan 16, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 1,100 | 205 | 0.06% | 0.17% | 178 | -2,594 | -70.22% | Q4 2025 | Jan 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,005 | 187 | 0.0% | 0.0% | 179 | +660 | 191.3% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 186 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pandora Wealth, Inc. | History | No change | 1,000 | 186 | 0.11% | 0.09% | 181 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Noble Wealth Management PBC | History | Added to | 840 | 156 | 0.08% | 0.03% | 182 | +440 | 110.0% | Q4 2025 | Jan 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 700 | 130 | 0.0% | 0.0% | 184 | -300 | -30.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 699 | 130 | 0.01% | 0.01% | 183 | +221 | 46.23% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 700 | 130 | 0.0% | 0.0% | 185 | -5 | -0.71% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 680 | 129 | 0.0% | 0.0% | 186 | +194 | 39.92% | Q4 2025 | Jan 30, 2026 |
| Dauntless Investment Group, LLC | History | Reduced | 687 | 128 | 0.1% | 0.31% | 187 | -2,762 | -80.08% | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 600 | 128 | 0.1% | — | 188 | +600 | New | Q4 2025 | Mar 02, 2026 |
| COMERICA BANK | History | Added to | 549 | 102 | 0.0% | 0.0% | 189 | +5 | 0.92% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 531 | 98 | 0.0% | 0.0% | 190 | +245 | 85.66% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | New | 518 | 96 | 0.0% | — | 191 | +518 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 432 | 80 | 0.0% | 0.0% | 192 | -60 | -12.2% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 362 | 67 | 0.0% | 0.0% | 193 | +196 | 118.07% | Q4 2025 | Feb 09, 2026 |
| Arlington Trust Co LLC | History | No change | 332 | 61 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 203 | 37 | 0.0% | 0.0% | 196 | -12 | -5.58% | Q4 2025 | Jan 14, 2026 |
| Founders Capital Management | History | No change | 200 | 37 | 0.02% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | New | 184 | 34 | 0.0% | — | 197 | +184 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 180 | 33 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | New | 175 | 32 | 0.01% | — | 199 | +175 | New | Q4 2025 | Jan 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 175 | 32 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 150 | 27 | 0.0% | 0.0% | 201 | +114 | 316.67% | Q4 2025 | Feb 06, 2026 |
| CoreFirst Bank & Trust | History | No change | 150 | 27 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 135 | 25 | 0.01% | — | 203 | +135 | New | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | New | 133 | 24 | 0.0% | — | 204 | +133 | New | Q4 2025 | Jan 22, 2026 |
| Strengthening Families & Communities, LLC | History | New | 126 | 23 | 0.01% | — | 207 | +126 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 110 | 23 | 0.0% | — | 206 | +110 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 125 | 23 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BankPlus Trust Department | History | No change | 115 | 21 | 0.01% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 111 | 20 | 0.0% | — | 209 | +111 | New | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 109 | 20 | 0.01% | — | 211 | +109 | New | Q4 2025 | Jan 23, 2026 |
| Hara Capital LLC | History | No change | 108 | 20 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 18 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 100 | 18 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | No change | 86 | 16 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quaker Wealth Management, LLC | History | New | 77 | 14 | 0.0% | — | 215 | +77 | New | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 73 | 14 | 0.0% | — | 216 | +73 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | New | 75 | 13 | 0.0% | — | 217 | +75 | New | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | No change | 67 | 12 | 0.01% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 60 | 11 | 0.0% | — | 219 | +60 | New | Q4 2025 | Jan 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 50 | 9 | 0.0% | — | 220 | +50 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 41 | 7 | 0.0% | 0.0% | 223 | -238 | -85.3% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 40 | 7 | 0.0% | — | 224 | +40 | New | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | New | 38 | 7 | 0.0% | — | 225 | +38 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Advocates LLC | History | No change | 32 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | New | 30 | 5 | 0.0% | — | 228 | +30 | New | Q4 2025 | Jan 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 30 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 20 | 3 | 0.0% | — | 230 | +20 | New | Q4 2025 | Feb 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | New | 12 | 2 | 0.0% | — | 233 | +12 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 11 | 2 | 0.0% | — | 232 | +11 | New | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 11 | 2 | 0.0% | — | 236 | +11 | New | Q4 2025 | Mar 05, 2026 |
| CX Institutional | History | New | 10 | 2 | 0.0% | — | 234 | +10 | New | Q4 2025 | Feb 02, 2026 |
| DecisionPoint Financial, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 7 | 1 | 0.0% | — | 238 | +7 | New | Q4 2025 | Feb 12, 2026 |
| American Capital Advisory, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 1.5% | — | -87,755 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -27,335 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -18,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,974 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.29% | — | -16,299 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -5,571 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,285 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,112 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,086 | -100.0% | Q3 2025 | Nov 13, 2025 |
| X-Square Capital, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,825 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Darden Wealth Group Inc | History | Closed out | 0 | 0 | — | 0.33% | — | -4,360 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,635 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mizuho Markets Cayman LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,520 | -100.0% | Q3 2025 | Nov 19, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -2,136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -1,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -238 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -235 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Triumph Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Mar 04, 2026 |
| Copia Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |