Sprott Physical Silver Trust - PSLV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 18,517,077 | 437,928 | 0.01% | 0.01% | 1 | -4,320,467 | -18.92% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,091,404 | 403,724 | 1.54% | 1.01% | 2 | +681,981 | 4.16% | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 9,391,147 | 220,504 | 1.77% | 1.32% | 3 | -423,011 | -4.31% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Added to | 5,387,630 | 127,417 | 0.74% | 0.27% | 4 | +2,334,928 | 76.49% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 4,760,761 | 112,591 | 0.01% | 0.0% | 5 | +353,293 | 8.02% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,674,368 | 86,897 | 0.01% | — | 6 | +3,674,368 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,525,195 | 83,370 | 0.02% | 0.01% | 7 | +504,474 | 16.7% | Q4 2025 | Feb 11, 2026 |
| Polar Asset Management Partners Inc. | History | New | 3,437,232 | 81,290 | 1.03% | — | 8 | +3,437,232 | New | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 2,223,582 | 61,037 | 26.08% | 19.22% | 9 | -238,916 | -9.7% | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | Added to | 2,188,883 | 51,767 | 1.75% | 1.07% | 10 | +232,021 | 11.86% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,060,486 | 48,924 | 0.01% | 0.01% | 11 | -108,479 | -5.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,670,450 | 39,506 | 0.01% | 0.01% | 12 | +335,677 | 25.15% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,653,775 | 39,111 | 0.04% | 0.03% | 13 | +109,972 | 7.12% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 1,649,160 | 39,002 | 2.83% | 1.98% | 14 | +31,000 | 1.92% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,583,229 | 37,443 | 0.15% | 0.08% | 15 | +493,967 | 45.35% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,525,021 | 36,066 | 0.59% | 0.35% | 16 | +233,495 | 18.08% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,522,562 | 36,008 | 0.05% | 0.03% | 17 | -15,993 | -1.04% | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,500,344 | 35,483 | 21.56% | 18.02% | 18 | -120,078 | -7.41% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,393,050 | 32,945 | 1.13% | 0.79% | 19 | -2,797 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,276,259 | 30,183 | 0.21% | 0.17% | 20 | +7,022 | 0.55% | Q4 2025 | Feb 18, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,193,913 | 28,236 | 2.8% | 2.23% | 21 | -205,155 | -14.66% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,145,283 | 27,086 | 0.07% | 0.04% | 22 | +327,169 | 39.99% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,105,879 | 26,154 | 0.01% | 0.0% | 23 | +88,861 | 8.74% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,056,727 | 24,991 | 1.35% | 0.91% | 24 | +19,200 | 1.85% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 838,636 | 22,534 | 0.03% | 0.02% | 25 | +65,770 | 8.51% | Q4 2025 | Jan 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 935,256 | 22,118 | 0.04% | 0.02% | 26 | +85,908 | 10.11% | Q4 2025 | Feb 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 922,665 | 21,821 | 2.02% | 1.49% | 27 | -27,051 | -2.85% | Q4 2025 | Jan 30, 2026 |
| Equinox Partners Investment Management LLC | History | Reduced | 912,100 | 21,571 | 11.27% | 12.49% | 28 | -560,900 | -38.08% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 889,940 | 21,047 | 0.34% | 0.25% | 29 | +118,445 | 15.35% | Q4 2025 | Mar 12, 2026 |
| Summit Financial, LLC | History | Added to | 855,109 | 20,223 | 0.3% | 0.19% | 30 | +61,995 | 7.82% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Added to | 851,673 | 20,142 | 0.13% | 0.09% | 31 | +79,660 | 10.32% | Q4 2025 | Feb 12, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 847,792 | 19,047 | 6.59% | 2.9% | 32 | +323,722 | 61.77% | Q4 2025 | Jan 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 796,744 | 18,842 | 0.05% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HATCH COVE CAPITAL, LLC | History | New | 790,900 | 18,704 | 7.3% | — | 34 | +790,900 | New | Q4 2025 | Feb 13, 2026 |
| Grand Central Investment Group | History | New | 788,669 | 18,652 | 13.54% | — | 35 | +788,669 | New | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 752,649 | 17,800 | 0.02% | 0.01% | 36 | -208,161 | -21.67% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 726,964 | 17,192 | 0.02% | 0.01% | 37 | +52,131 | 7.73% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 720,082 | 17,029 | 0.42% | 0.35% | 38 | -149,846 | -17.23% | Q4 2025 | Jan 28, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 713,622 | 16,926 | 2.25% | 0.98% | 39 | +279,665 | 64.45% | Q4 2025 | Feb 03, 2026 |
| Asset One Wealth Management LLC | History | New | 650,859 | 16,792 | 2.3% | — | 40 | +650,859 | New | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Added to | 652,145 | 15,423 | 0.03% | 0.02% | 41 | +55,000 | 9.21% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 642,577 | 15,196 | 0.22% | 0.15% | 42 | +37,257 | 6.15% | Q4 2025 | Feb 09, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 640,498 | 15,147 | 1.62% | 1.12% | 43 | +132,956 | 26.2% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 640,276 | 15,142 | 2.31% | 1.72% | 44 | +132,734 | 26.15% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 616,156 | 14,572 | 0.17% | 0.09% | 45 | +124,606 | 25.35% | Q4 2025 | Jan 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 615,009 | 14,544 | 0.82% | 0.6% | 46 | -2,400 | -0.39% | Q4 2025 | Feb 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 577,865 | 13,666 | 0.06% | 0.01% | 47 | +504,747 | 690.32% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 576,898 | 13,643 | 0.3% | 0.27% | 48 | -159,721 | -21.68% | Q4 2025 | Jan 27, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 509,964 | 13,468 | 1.66% | 1.01% | 49 | +80,707 | 18.8% | Q4 2025 | Feb 23, 2026 |
| PenderFund Capital Management Ltd. | History | Reduced | 565,000 | 13,362 | 2.11% | 1.76% | 50 | -100,000 | -15.04% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 545,258 | 12,895 | 0.02% | 0.01% | 51 | +31,735 | 6.18% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 544,237 | 12,890 | 0.0% | 0.01% | 52 | -297,510 | -35.34% | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 524,804 | 12,411 | 0.52% | 0.15% | 53 | +302,338 | 135.9% | Q4 2025 | Feb 09, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 520,930 | 12,319 | 8.5% | 5.8% | 54 | -22,541 | -4.15% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 518,481 | 12,262 | 0.24% | 0.2% | 55 | -79,780 | -13.34% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 481,659 | 11,391 | 0.16% | 0.12% | 56 | -37,413 | -7.21% | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | Added to | 467,137 | 11,047 | 6.18% | 4.08% | 57 | +5,106 | 1.11% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 464,536 | 10,986 | 0.0% | 0.0% | 58 | -12,335 | -2.59% | Q4 2025 | Feb 17, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 461,148 | 10,906 | 1.73% | 1.22% | 59 | -2,110 | -0.46% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 441,767 | 10,447 | 0.72% | 0.0% | 60 | +207,976 | 88.96% | Q4 2025 | Feb 03, 2026 |
| Fielder Capital Group LLC | History | Reduced | 439,379 | 10,391 | 2.21% | 1.82% | 61 | -70,211 | -13.78% | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | No change | 435,540 | 10,300 | 1.37% | 0.94% | 62 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Nokomis Capital, L.L.C. | History | Reduced | 419,082 | 9,911 | 2.35% | 2.22% | 63 | -112,039 | -21.09% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 407,778 | 9,643 | 0.01% | 0.0% | 64 | +122,334 | 42.86% | Q4 2025 | Jan 29, 2026 |
| Cannell & Spears LLC | History | Added to | 405,400 | 9,587 | 0.18% | 0.12% | 65 | +12,000 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 402,928 | 9,529 | 1.3% | 1.23% | 66 | -142,039 | -26.06% | Q4 2025 | Feb 10, 2026 |
| Entruity Wealth, LLC | History | Reduced | 402,708 | 9,524 | 6.79% | 5.63% | 67 | -59,644 | -12.9% | Q4 2025 | Feb 03, 2026 |
| Forest Hill Capital, LLC | History | New | 388,000 | 9,176 | 4.69% | — | 68 | +388,000 | New | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 377,553 | 8,929 | 0.18% | 0.15% | 69 | -4,318 | -1.13% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 371,531 | 8,786 | 0.0% | 0.0% | 70 | -196,516 | -34.6% | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | Added to | 367,193 | 8,684 | 0.04% | 0.03% | 71 | +29,380 | 8.7% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 365,063 | 8,633 | 0.4% | 0.29% | 72 | -10,446 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Manatuck Hill Partners, LLC | History | Reduced | 360,200 | 8,518 | 2.98% | 1.95% | 73 | -14,800 | -3.95% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 352,808 | 8,343 | 0.16% | 0.1% | 74 | +49,793 | 16.43% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 346,609 | 8,197 | 0.38% | 0.51% | 75 | +4,084 | 1.19% | Q4 2025 | Feb 17, 2026 |
| SIG North Trading, ULC | History | New | 340,286 | 8,047 | 0.15% | — | 76 | +340,286 | New | Q4 2025 | Feb 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 335,445 | 7,933 | 0.54% | 0.47% | 77 | -18,940 | -5.34% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 321,774 | 7,609 | 0.27% | 0.24% | 78 | -81,803 | -20.27% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 320,618 | 7,582 | 0.42% | 0.29% | 79 | +810 | 0.25% | Q4 2025 | Jan 13, 2026 |
| Rathbones Group PLC | History | Reduced | 319,433 | 7,554 | 0.03% | 0.02% | 80 | -64,014 | -16.69% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 313,051 | 7,403 | 0.0% | 0.0% | 81 | -1,310,525 | -80.72% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 311,286 | 7,350 | 0.05% | 0.02% | 82 | +113,087 | 57.06% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 307,084 | 7,171 | 0.01% | 0.0% | 83 | +63,626 | 26.13% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 267,691 | 6,965 | 0.7% | 0.48% | 84 | -9,240 | -3.34% | Q4 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 292,457 | 6,916 | 0.12% | 0.11% | 85 | -5,077 | -1.71% | Q4 2025 | Feb 09, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 307,137 | 6,797 | 0.75% | 0.53% | 86 | +19,478 | 6.77% | Q4 2025 | Jan 21, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 285,771 | 6,758 | 2.68% | 1.75% | 87 | +26,711 | 10.31% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 274,117 | 6,482 | 0.46% | 0.18% | 88 | +106,293 | 63.34% | Q4 2025 | Feb 12, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 271,872 | 6,429 | 4.39% | 3.58% | 89 | +5,236 | 1.96% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 276,698 | 6,260 | 0.15% | 0.04% | 90 | +139,747 | 102.04% | Q4 2025 | Feb 11, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 261,823 | 6,192 | 1.13% | 0.64% | 91 | +61,801 | 30.9% | Q4 2025 | Jan 30, 2026 |
| ArchPoint Investors | History | No change | 245,864 | 5,814 | 1.38% | 1.06% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 243,784 | 5,765 | 0.11% | 0.08% | 93 | -118 | -0.05% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | New | 241,742 | 5,717 | 0.0% | — | 94 | +241,742 | New | Q4 2025 | Jan 29, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 228,974 | 5,415 | 2.25% | 1.74% | 95 | -4,751 | -2.03% | Q4 2025 | Feb 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 228,849 | 5,412 | 0.73% | 0.51% | 96 | -1,600 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 225,670 | 5,337 | 4.12% | 2.51% | 97 | +12,970 | 6.1% | Q4 2025 | Feb 12, 2026 |
| SMART Wealth LLC | History | Reduced | 223,782 | 5,292 | 1.61% | 1.48% | 98 | -26,203 | -10.48% | Q4 2025 | Jan 26, 2026 |
| NewEdge Wealth, LLC | History | Added to | 222,831 | 5,269 | 0.06% | 0.05% | 99 | +11,166 | 5.28% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 221,096 | 5,228 | 0.11% | 0.07% | 100 | +35,914 | 19.39% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 219,042 | 5,180 | 0.03% | 0.03% | 101 | -112,756 | -33.98% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 213,885 | 5,058 | 0.01% | 0.01% | 102 | -19,184 | -8.23% | Q4 2025 | Feb 13, 2026 |
| LM Asset Management, Inc. | History | Reduced | 210,000 | 4,966 | 3.93% | 3.92% | 103 | -120,000 | -36.36% | Q4 2025 | Feb 13, 2026 |
| Enclave Advisors LLC | History | New | 202,739 | 4,794 | 0.68% | — | 104 | +202,739 | New | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 199,200 | 4,711 | 1.45% | 1.04% | 105 | -350 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 196,001 | 4,635 | 0.1% | 0.06% | 106 | +5,817 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 194,500 | 4,599 | 0.01% | 0.0% | 107 | +15,322 | 8.55% | Q4 2025 | Feb 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 188,590 | 4,460 | 0.85% | 0.75% | 108 | -55,010 | -22.58% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 188,024 | 4,446 | 0.02% | — | 109 | +188,024 | New | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Reduced | 182,543 | 4,317 | 0.07% | 0.05% | 110 | -867 | -0.47% | Q4 2025 | Jan 08, 2026 |
| Hudock, Inc. | History | No change | 179,435 | 4,243 | 0.63% | 0.43% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 178,930 | 4,231 | 0.02% | 0.01% | 112 | +89,807 | 100.77% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 175,865 | 4,159 | 0.05% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 173,777 | 4,109 | 0.04% | 0.03% | 114 | -21,544 | -11.03% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 173,665 | 4,107 | 0.77% | 0.57% | 115 | -6,234 | -3.47% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 167,405 | 3,959 | 0.27% | 0.18% | 116 | +1,781 | 1.08% | Q4 2025 | Feb 23, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 163,800 | 3,873 | 1.38% | 0.37% | 117 | +98,800 | 152.0% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | New | 154,387 | 3,651 | 0.17% | — | 118 | +154,387 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 153,890 | 3,639 | 0.02% | 0.01% | 119 | +103,222 | 203.72% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 149,220 | 3,529 | 0.0% | 0.0% | 120 | +3,230 | 2.21% | Q4 2025 | Feb 11, 2026 |
| HC Advisors, LLC | History | Reduced | 144,942 | 3,427 | 2.37% | 2.13% | 121 | -48,580 | -25.1% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 142,275 | 3,364 | 0.08% | 0.04% | 122 | +71,700 | 101.59% | Q4 2025 | Feb 05, 2026 |
| McMillan Office, Inc. | History | New | 140,000 | 3,311 | 0.4% | — | 123 | +140,000 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 139,813 | 3,306 | 0.01% | 0.01% | 124 | -4,597 | -3.18% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 135,261 | 3,198 | 0.2% | 0.18% | 125 | -45,760 | -25.28% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 134,878 | 3,189 | 0.21% | 0.11% | 126 | +26,125 | 24.02% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 133,548 | 3,158 | 0.04% | 0.02% | 127 | +8,776 | 7.03% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 132,293 | 3,128 | 0.0% | 0.0% | 128 | +11,783 | 9.78% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 128,292 | 3,034 | 1.31% | 1.15% | 129 | -29,401 | -18.64% | Q4 2025 | Jan 30, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 124,472 | 2,943 | 2.47% | — | 130 | +124,472 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 123,143 | 2,912 | 0.01% | 0.01% | 131 | +2,025 | 1.67% | Q4 2025 | Feb 18, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 122,694 | 2,901 | 1.72% | 1.34% | 132 | -4,905 | -3.84% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 122,147 | 2,888 | 0.02% | 0.01% | 133 | -54,502 | -30.85% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 121,643 | 2,876 | 0.11% | 0.05% | 134 | +45,553 | 59.87% | Q4 2025 | Feb 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 120,028 | 2,838 | 0.68% | 0.47% | 135 | +2,530 | 2.15% | Q4 2025 | Feb 02, 2026 |
| SMITH, MOORE & CO. | History | Added to | 118,229 | 2,796 | 0.21% | 0.14% | 136 | +2,619 | 2.27% | Q4 2025 | Jan 23, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 117,493 | 2,778 | 0.51% | 0.85% | 137 | -201,513 | -63.17% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 116,742 | 2,761 | 0.0% | 0.0% | 138 | -3,780 | -3.14% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 114,486 | 2,707 | 0.08% | 0.06% | 139 | -1,134 | -0.98% | Q4 2025 | Feb 19, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 113,466 | 2,683 | 0.1% | 0.13% | 140 | -13,819 | -10.86% | Q4 2025 | Feb 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 112,920 | 2,670 | 1.82% | 1.41% | 141 | -16,578 | -12.8% | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 109,680 | 2,593 | 0.02% | 0.02% | 142 | +12,000 | 12.29% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 108,829 | 2,573 | 0.09% | 0.06% | 143 | +1,029 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Mountain Lake Investment Management LLC | History | Added to | 105,376 | 2,492 | 1.89% | 1.17% | 144 | +5,468 | 5.47% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 103,582 | 2,449 | 0.0% | 0.0% | 145 | -229,455 | -68.9% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 102,915 | 2,433 | 0.04% | 0.03% | 146 | +5,279 | 5.41% | Q4 2025 | Jan 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 102,395 | 2,421 | 0.01% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 100,705 | 2,381 | 1.72% | 1.1% | 148 | -3,376 | -3.24% | Q4 2025 | Mar 12, 2026 |
| Arnhold LLC | History | No change | 99,500 | 2,353 | 0.18% | 0.13% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 97,897 | 2,315 | 0.64% | 0.4% | 150 | +5,468 | 5.92% | Q4 2025 | Feb 04, 2026 |
| Sicart Associates LLC | History | No change | 97,637 | 2,309 | 0.61% | 0.42% | 151 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 96,259 | 2,276 | 0.06% | 0.02% | 152 | +40,518 | 72.69% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 96,200 | 2,275 | 0.22% | 0.16% | 153 | -2,607 | -2.64% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 95,676 | 2,262 | 0.01% | 0.0% | 154 | +85,244 | 817.14% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 95,505 | 2,258 | 0.01% | 0.01% | 155 | +937 | 0.99% | Q4 2025 | Feb 03, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 94,185 | 2,227 | 0.6% | 0.42% | 156 | -2,831 | -2.92% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Added to | 92,982 | 2,199 | 0.1% | 0.07% | 157 | +4,825 | 5.47% | Q4 2025 | Jan 26, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 92,500 | 2,188 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 90,092 | 2,130 | 0.09% | 0.08% | 159 | -31,458 | -25.88% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 89,221 | 2,110 | 0.29% | 0.22% | 160 | +3,397 | 3.96% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 89,150 | 2,108 | 0.04% | 0.03% | 161 | +4,545 | 5.37% | Q4 2025 | Feb 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 88,097 | 2,083 | 0.43% | 0.3% | 162 | -677 | -0.76% | Q4 2025 | Feb 09, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 84,725 | 2,003 | 0.3% | 0.21% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 84,029 | 1,987 | 0.09% | 0.06% | 164 | +3,723 | 4.64% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 83,700 | 1,979 | 0.05% | 0.05% | 165 | -44,925 | -34.93% | Q4 2025 | Feb 17, 2026 |
| G&S Capital LLC | History | Added to | 83,296 | 1,969 | 0.7% | 0.48% | 166 | +87 | 0.1% | Q4 2025 | Jan 28, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 82,565 | 1,952 | 0.88% | 0.6% | 167 | -783 | -0.94% | Q4 2025 | Jan 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 77,704 | 1,837 | 0.66% | 0.45% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 77,510 | 1,833 | 0.12% | 0.08% | 169 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | New | 75,500 | 1,795 | 1.5% | — | 170 | +75,500 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 73,568 | 1,739 | 0.01% | 0.0% | 171 | +35,867 | 95.14% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 71,869 | 1,699 | 0.0% | 0.0% | 172 | +20,304 | 39.38% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 70,875 | 1,676 | 0.65% | 0.46% | 173 | -4,100 | -5.47% | Q4 2025 | Feb 13, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 68,829 | 1,628 | 0.11% | 0.11% | 174 | -27,137 | -28.28% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | No change | 65,549 | 1,550 | 0.05% | 0.04% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 65,099 | 1,539 | 0.21% | 0.09% | 176 | +26,408 | 68.25% | Q4 2025 | Feb 17, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 62,750 | 1,484 | 0.57% | 0.38% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 61,986 | 1,465 | 0.15% | 0.05% | 178 | -38,524 | -38.33% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,482 | 1,454 | 0.02% | 0.01% | 179 | +3,317 | 5.7% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 61,391 | 1,451 | 0.0% | 0.0% | 180 | -1,211 | -1.93% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 61,194 | 1,447 | 0.1% | 0.07% | 181 | -1,000 | -1.61% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 59,404 | 1,404 | 0.01% | 0.0% | 182 | +1,546 | 2.67% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 58,675 | 1,387 | 0.01% | 0.02% | 183 | -6,339 | -9.75% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 58,543 | 1,384 | 0.07% | 0.04% | 184 | +133 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 58,008 | 1,371 | 0.3% | 0.21% | 185 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 57,590 | 1,362 | 0.17% | 0.11% | 186 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 57,124 | 1,350 | 0.79% | 0.51% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 55,679 | 1,316 | 0.1% | 0.2% | 188 | -108,990 | -66.19% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 54,912 | 1,298 | 0.12% | — | 189 | +54,912 | New | Q4 2025 | Feb 11, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 54,641 | 1,292 | 1.06% | — | 190 | +54,641 | New | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 53,477 | 1,264 | 0.03% | 0.02% | 191 | +12,788 | 31.43% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 52,095 | 1,232 | 0.0% | 0.0% | 192 | -32,388 | -38.34% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | No change | 50,300 | 1,189 | 0.06% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 49,831 | 1,179 | 0.04% | 0.09% | 194 | -91,585 | -64.76% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 48,869 | 1,155 | 0.07% | 0.03% | 195 | +14,930 | 43.99% | Q4 2025 | Jan 30, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 47,717 | 1,128 | 0.04% | 0.05% | 196 | -32,150 | -40.25% | Q4 2025 | Jan 07, 2026 |
| SCHULHOFF & CO INC | History | Added to | 45,900 | 1,085 | 0.46% | 0.1% | 197 | +30,900 | 206.0% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 45,238 | 1,069 | 0.03% | 0.03% | 198 | +3,350 | 8.0% | Q4 2025 | Jan 20, 2026 |
| SlateStone Wealth, LLC | History | New | 45,000 | 1,064 | 0.09% | — | 200 | +45,000 | New | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 45,017 | 1,064 | 0.13% | 0.08% | 199 | +4,192 | 10.27% | Q4 2025 | Feb 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 44,349 | 1,048 | 0.11% | 0.07% | 201 | +300 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Lane Generational LLC | History | No change | 44,334 | 1,048 | 0.95% | 0.58% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 43,970 | 1,039 | 0.15% | 0.1% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,420 | 1,026 | 0.01% | 0.01% | 204 | +4,269 | 10.9% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 43,320 | 1,024 | 0.28% | 0.19% | 205 | +2,710 | 6.67% | Q4 2025 | Jan 26, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 29,290 | 1,022 | 0.12% | 0.06% | 206 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 42,202 | 998 | 0.01% | — | 207 | +42,202 | New | Q4 2025 | Feb 02, 2026 |
| Providence Wealth Advisors, LLC | History | No change | 38,563 | 969 | 0.61% | 0.37% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 40,222 | 951 | 0.04% | 0.08% | 209 | -70,073 | -63.53% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 39,432 | 932 | 0.23% | 0.14% | 210 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 39,082 | 924 | 0.49% | — | 211 | +39,082 | New | Q4 2025 | Feb 23, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,875 | 919 | 0.01% | 0.01% | 212 | -5,230 | -11.86% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 38,672 | 914 | 0.05% | 0.03% | 213 | +9,385 | 32.04% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | New | 38,375 | 908 | 0.0% | — | 214 | +38,375 | New | Q4 2025 | Feb 11, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 37,819 | 894 | 0.2% | 0.15% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 37,800 | 893 | 0.29% | 0.24% | 216 | -9,000 | -19.23% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Reduced | 37,026 | 875 | 0.26% | 0.25% | 217 | -13,323 | -26.46% | Q4 2025 | Jan 29, 2026 |
| Castleview Partners, LLC | History | Reduced | 36,736 | 868 | 0.43% | 0.31% | 218 | -64 | -0.17% | Q4 2025 | Jan 12, 2026 |
| DAGCO, INC. | History | Reduced | 36,684 | 867 | 0.2% | 0.14% | 219 | -44 | -0.12% | Q4 2025 | Jan 08, 2026 |
| Oxbow Advisors, LLC | History | Added to | 36,613 | 865 | 0.08% | 0.05% | 220 | +1,409 | 4.0% | Q4 2025 | Feb 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 36,452 | 862 | 0.61% | 0.49% | 221 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | No change | 36,276 | 857 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allen Capital Group, LLC | History | Added to | 35,950 | 850 | 0.08% | 0.02% | 223 | +22,941 | 176.35% | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL GROUP | History | New | 35,495 | 839 | 0.08% | — | 224 | +35,495 | New | Q4 2025 | Apr 01, 2026 |
| HUB Investment Partners, LLC | History | No change | 35,200 | 832 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 34,862 | 824 | 0.18% | 0.1% | 226 | +7,542 | 27.61% | Q4 2025 | Feb 03, 2026 |
| Latitude Advisors, LLC | History | Added to | 34,469 | 815 | 0.36% | 0.24% | 227 | +500 | 1.47% | Q4 2025 | Jan 27, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 34,225 | 809 | 0.1% | 0.07% | 228 | +1,300 | 3.95% | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 34,143 | 807 | 0.03% | 0.04% | 229 | -31,639 | -48.1% | Q4 2025 | Feb 02, 2026 |
| MATAURO, LLC | History | Added to | 34,053 | 805 | 0.12% | 0.08% | 230 | +743 | 2.23% | Q4 2025 | Jan 16, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 33,688 | 796 | 0.24% | 0.14% | 231 | +3,824 | 12.8% | Q4 2025 | Feb 05, 2026 |
| ADE, LLC | History | Reduced | 33,477 | 791 | 0.38% | 0.27% | 232 | -300 | -0.89% | Q4 2025 | Feb 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 32,740 | 774 | 0.24% | 0.17% | 233 | +366 | 1.13% | Q4 2025 | Jan 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 32,000 | 756 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 31,387 | 742 | 0.02% | 0.01% | 235 | +9,220 | 41.59% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 31,245 | 738 | 0.01% | 0.01% | 236 | +990 | 3.27% | Q4 2025 | Jan 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 31,120 | 735 | 0.05% | 0.03% | 237 | -450 | -1.43% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 31,002 | 733 | 0.02% | 0.03% | 238 | -11,488 | -27.04% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 30,306 | 716 | 0.0% | 0.0% | 239 | +7,776 | 34.51% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 30,192 | 714 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 30,000 | 709 | 0.0% | 0.0% | 242 | -9,000 | -23.08% | Q4 2025 | Jan 23, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 30,000 | 709 | 0.29% | 0.2% | 241 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Added to | 29,907 | 707 | 0.02% | 0.0% | 243 | +15,442 | 106.75% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 29,699 | 702 | 0.0% | 0.0% | 244 | -1,837 | -5.83% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 29,588 | 699 | 0.1% | 0.16% | 245 | -34,238 | -53.64% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | Reduced | 29,441 | 696 | 0.02% | 0.14% | 246 | -139,320 | -82.55% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 28,734 | 679 | 0.0% | 0.0% | 247 | +18,332 | 176.24% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,966 | 663 | 0.02% | 0.01% | 248 | +6,109 | 44.09% | Q4 2025 | Jan 28, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 27,826 | 658 | 0.15% | — | 249 | +27,826 | New | Q4 2025 | Feb 11, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 27,777 | 656 | 0.02% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Added to | 27,337 | 646 | 0.03% | 0.02% | 251 | +2,936 | 12.03% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 27,303 | 645 | 0.01% | 0.0% | 252 | +10,818 | 65.62% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 27,072 | 643 | 0.0% | — | 253 | +27,072 | New | Q4 2025 | Feb 18, 2026 |
| Apollon Financial, LLC | History | New | 26,885 | 635 | 0.09% | — | 254 | +26,885 | New | Q4 2025 | Jan 22, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 18,918 | 628 | 0.1% | 0.05% | 255 | +622 | 3.4% | Q4 2025 | Jan 28, 2026 |
| United Capital Management of KS, Inc. | History | New | 26,531 | 627 | 0.09% | — | 256 | +26,531 | New | Q4 2025 | Feb 17, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 26,374 | 623 | 0.49% | 0.35% | 257 | -626 | -2.32% | Q4 2025 | Feb 02, 2026 |
| Insight Inv LLC | History | No change | 25,750 | 608 | 0.34% | 0.24% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 25,350 | 599 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 25,182 | 595 | 0.01% | 0.01% | 260 | +1,082 | 4.49% | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Added to | 25,007 | 591 | 0.03% | 0.01% | 261 | +5,353 | 27.24% | Q4 2025 | Feb 10, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 24,975 | 590 | 0.36% | 0.27% | 262 | -3,190 | -11.33% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 24,549 | 581 | 0.02% | 0.01% | 263 | +550 | 2.29% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | New | 24,462 | 578 | 0.02% | — | 264 | +24,462 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 24,260 | 573 | 0.0% | 0.0% | 265 | +100 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Ignite Planners, LLC | History | New | 21,650 | 571 | 0.09% | — | 266 | +21,650 | New | Q4 2025 | Feb 06, 2026 |
| Chicago Capital, LLC | History | No change | 24,000 | 567 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 23,850 | 564 | 0.03% | 0.02% | 268 | -150 | -0.63% | Q4 2025 | Jan 26, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 23,621 | 558 | 0.05% | 0.11% | 269 | -49,445 | -67.67% | Q4 2025 | Jan 28, 2026 |
| Asset Allocation Strategies LLC | History | No change | 23,000 | 543 | 0.1% | 0.07% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Added to | 22,576 | 533 | 0.1% | 0.06% | 271 | +4,389 | 24.13% | Q4 2025 | Jan 14, 2026 |
| IPG Investment Advisors LLC | History | No change | 22,390 | 529 | 0.09% | 0.06% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOMURA HOLDINGS INC | History | No change | 22,300 | 527 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | No change | 22,150 | 523 | 0.13% | 0.09% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 21,937 | 518 | 0.14% | — | 275 | +21,937 | New | Q4 2025 | Jan 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 21,920 | 518 | 0.04% | — | 276 | +21,920 | New | Q4 2025 | Jan 30, 2026 |
| Permanent Capital Management, LP | History | New | 21,920 | 518 | 0.1% | — | 277 | +21,920 | New | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,753 | 514 | 0.0% | 0.0% | 278 | +7,644 | 54.18% | Q4 2025 | Feb 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 21,600 | 510 | 0.12% | — | 280 | +21,600 | New | Q4 2025 | Mar 23, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 21,600 | 510 | 0.05% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 21,530 | 509 | 0.03% | 0.02% | 281 | +432 | 2.05% | Q4 2025 | Feb 20, 2026 |
| Arlington Trust Co LLC | History | No change | 21,101 | 499 | 0.05% | 0.06% | 282 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 20,900 | 494 | 0.08% | — | 283 | +20,900 | New | Q4 2025 | Jan 26, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 20,644 | 488 | 0.08% | 0.05% | 284 | -28 | -0.14% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,577 | 486 | 0.01% | 0.03% | 285 | -174,159 | -89.43% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 20,481 | 484 | 0.0% | — | 286 | +20,481 | New | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 19,173 | 483 | 0.03% | 0.04% | 287 | -11,705 | -37.91% | Q4 2025 | Jan 15, 2026 |
| Main Street Group, LTD | History | Reduced | 20,300 | 480 | 0.17% | 0.19% | 288 | -21,400 | -51.32% | Q4 2025 | Jan 26, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 20,000 | 473 | 0.05% | 0.04% | 289 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 19,693 | 465 | 0.04% | 0.06% | 291 | -39,161 | -66.54% | Q4 2025 | Jan 23, 2026 |
| Robinson Value Management, Ltd. | History | No change | 19,696 | 465 | 0.25% | 0.18% | 290 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Melia Wealth LLC | History | New | 19,623 | 464 | 0.21% | — | 292 | +19,623 | New | Q4 2025 | Feb 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,372 | 458 | 0.02% | 0.01% | 293 | +5,619 | 40.86% | Q4 2025 | Jan 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 16,240 | 457 | 0.03% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarity Financial LLC | History | Reduced | 19,231 | 454 | 0.04% | 0.05% | 295 | -11,548 | -37.52% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 19,000 | 449 | 0.0% | — | 296 | +19,000 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,909 | 447 | 0.01% | 0.01% | 297 | +4,447 | 30.75% | Q4 2025 | Feb 11, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 18,860 | 446 | 0.33% | — | 298 | +18,860 | New | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,325 | 433 | 0.0% | — | 299 | +18,325 | New | Q4 2025 | Feb 18, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 18,000 | 425 | 0.05% | — | 300 | +18,000 | New | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 18,000 | 425 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,932 | 424 | 0.05% | 0.03% | 302 | +2,367 | 15.21% | Q4 2025 | Feb 11, 2026 |
| Keystone Wealth Services, LLC | History | No change | 17,650 | 417 | 0.09% | 0.06% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | No change | 17,600 | 416 | 0.01% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,440 | 412 | 0.02% | 0.01% | 305 | +35 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Worth Asset Management, LLC | History | No change | 17,300 | 409 | 0.17% | 0.12% | 306 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 17,127 | 405 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 15,863 | 401 | 0.04% | 0.02% | 308 | +4,541 | 40.11% | Q4 2025 | Jan 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 16,755 | 396 | 0.03% | 0.01% | 310 | +2,700 | 19.21% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,759 | 396 | 0.01% | 0.0% | 309 | -684 | -3.92% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,714 | 395 | 0.01% | 0.01% | 311 | +871 | 5.5% | Q4 2025 | Jan 13, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 16,700 | 394 | 0.2% | — | 312 | +16,700 | New | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | New | 16,582 | 392 | 0.0% | — | 313 | +16,582 | New | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | New | 11,000 | 384 | 0.01% | — | 314 | +11,000 | New | Q4 2025 | Jan 27, 2026 |
| M Holdings Securities, Inc. | History | New | 16,124 | 381 | 0.03% | — | 315 | +16,124 | New | Q4 2025 | Feb 11, 2026 |
| Mendota Financial Group, LLC | History | No change | 16,000 | 378 | 0.28% | 0.19% | 316 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,522 | 367 | 0.01% | 0.01% | 317 | -2,893 | -15.71% | Q4 2025 | Feb 03, 2026 |
| NOVEM GROUP | History | Added to | 15,325 | 362 | 0.04% | 0.03% | 318 | +175 | 1.16% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,300 | 361 | 0.0% | 0.0% | 319 | -5,642 | -26.94% | Q4 2025 | Feb 13, 2026 |
| Aspen Wealth Management LLC | History | New | 15,100 | 357 | 0.07% | — | 320 | +15,100 | New | Q4 2025 | Jan 05, 2026 |
| Valmark Advisers, Inc. | History | New | 15,092 | 356 | 0.0% | — | 321 | +15,092 | New | Q4 2025 | Jan 26, 2026 |
| Pacific Wealth Management | History | No change | 15,034 | 355 | 0.16% | 0.12% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SPWM Advisors LLC | History | New | 15,000 | 354 | 0.34% | — | 324 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 15,000 | 354 | 0.1% | 0.09% | 323 | -2,000 | -11.76% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,942 | 353 | 0.0% | 0.0% | 325 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | No change | 14,799 | 349 | 0.04% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Guardian Partners Inc. | History | Reduced | 12,450 | 346 | 0.03% | 0.02% | 327 | -1,000 | -7.43% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 14,559 | 344 | 0.02% | — | 328 | +14,559 | New | Q4 2025 | Feb 06, 2026 |
| E&G Advisors, LP | History | No change | 14,500 | 342 | 0.08% | 0.05% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 13,470 | 340 | 0.0% | — | 330 | +13,470 | New | Q4 2025 | Feb 05, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 14,316 | 338 | 0.12% | 0.08% | 331 | +1,716 | 13.62% | Q4 2025 | Feb 13, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 14,263 | 337 | 0.36% | — | 333 | +14,263 | New | Q4 2025 | Jan 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 14,250 | 337 | 0.04% | — | 332 | +14,250 | New | Q4 2025 | Jan 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,137 | 334 | 0.08% | 0.08% | 334 | -4,696 | -24.93% | Q4 2025 | Feb 02, 2026 |
| CERTUITY, LLC | History | New | 14,090 | 333 | 0.02% | — | 335 | +14,090 | New | Q4 2025 | Jan 30, 2026 |
| Empire Financial Management Company, LLC | History | No change | 14,000 | 331 | 0.07% | 0.05% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | New | 10,864 | 328 | 0.03% | — | 338 | +10,864 | New | Q4 2025 | Jan 20, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 13,882 | 328 | 0.1% | 0.08% | 337 | -2,007 | -12.63% | Q4 2025 | Jan 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 13,693 | 323 | 0.07% | 0.05% | 339 | -596 | -4.17% | Q4 2025 | Feb 10, 2026 |
| V. M. MANNING & CO., INC. | History | Reduced | 13,588 | 321 | 0.32% | 0.38% | 340 | -17,283 | -55.98% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 13,280 | 314 | 0.01% | — | 341 | +13,280 | New | Q4 2025 | Jan 16, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,259 | 313 | 0.02% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crane Advisory, LLC | History | Added to | 10,969 | 308 | 0.05% | 0.03% | 343 | +538 | 5.16% | Q4 2025 | Jan 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 12,750 | 301 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,385 | 292 | 0.0% | 0.0% | 345 | +885 | 7.7% | Q4 2025 | Feb 13, 2026 |
| TKG Advisors, LLC | History | Added to | 12,363 | 292 | 0.12% | 0.08% | 346 | +356 | 2.96% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,214 | 288 | 0.0% | 0.0% | 347 | -6,706 | -35.44% | Q4 2025 | Jan 30, 2026 |
| Hedges Asset Management LLC | History | Reduced | 12,000 | 283 | 0.2% | 0.38% | 349 | -19,500 | -61.9% | Q4 2025 | Jan 27, 2026 |
| Sendero Wealth Management, LLC | History | No change | 12,000 | 283 | 0.03% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 11,963 | 282 | 0.13% | 0.1% | 350 | -1,455 | -10.84% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,827 | 279 | 0.02% | 0.02% | 351 | -4,000 | -25.27% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 11,687 | 276 | 0.01% | 0.0% | 353 | +8,500 | 266.71% | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | Added to | 11,695 | 276 | 0.01% | 0.01% | 352 | +2,275 | 24.15% | Q4 2025 | Feb 11, 2026 |
| Balefire, LLC | History | Reduced | 11,633 | 275 | 0.05% | 0.05% | 354 | -3,454 | -22.89% | Q4 2025 | Jan 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 11,596 | 274 | 0.09% | 0.06% | 355 | -164 | -1.39% | Q4 2025 | Jan 26, 2026 |
| Wilkerson Advisory Group LLC | History | New | 11,459 | 271 | 0.1% | — | 356 | +11,459 | New | Q4 2025 | Feb 13, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 11,449 | 270 | 0.01% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NovaPoint Capital, LLC | History | New | 11,280 | 266 | 0.07% | — | 358 | +11,280 | New | Q4 2025 | Jan 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 11,245 | 266 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 11,125 | 263 | 0.04% | 0.03% | 360 | +625 | 5.95% | Q4 2025 | Jan 29, 2026 |
| Anfield Capital Management, LLC | History | Added to | 10,930 | 258 | 0.08% | 0.01% | 361 | +9,830 | 893.64% | Q4 2025 | Feb 03, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 10,844 | 256 | 0.05% | — | 362 | +10,844 | New | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,795 | 255 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Scientech Research LLC | History | New | 10,712 | 253 | 0.16% | — | 364 | +10,712 | New | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | New | 10,464 | 247 | 0.04% | — | 365 | +10,464 | New | Q4 2025 | Jan 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,328 | 244 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Modern Wealth Management, LLC | History | New | 10,310 | 243 | 0.0% | — | 367 | +10,310 | New | Q4 2025 | Feb 17, 2026 |
| Richard C. Young & CO., LTD. | History | New | 10,047 | 237 | 0.02% | — | 368 | +10,047 | New | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,998 | 236 | 0.01% | — | 373 | +9,998 | New | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 9,994 | 236 | 0.05% | — | 374 | +9,994 | New | Q4 2025 | Feb 06, 2026 |
| Welch Group, LLC | History | New | 9,993 | 236 | 0.01% | — | 371 | +9,993 | New | Q4 2025 | Jan 26, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 10,000 | 236 | 0.03% | 0.02% | 370 | -2,500 | -20.0% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | No change | 10,000 | 236 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | No change | 10,000 | 236 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | No change | 10,010 | 236 | 0.15% | 0.1% | 375 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | New | 9,928 | 234 | 0.0% | — | 377 | +9,928 | New | Q4 2025 | Mar 09, 2026 |
| Atria Investments, Inc | History | Reduced | 9,925 | 234 | 0.0% | 0.0% | 376 | -2,484 | -20.02% | Q4 2025 | Feb 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 9,835 | 232 | 0.0% | — | 378 | +9,835 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,821 | 232 | 0.01% | 0.01% | 379 | -825 | -7.75% | Q4 2025 | Jan 20, 2026 |
| Kaizen Financial Strategies | History | New | 9,800 | 231 | 0.1% | — | 381 | +9,800 | New | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 9,800 | 231 | 0.1% | 0.07% | 380 | -1,100 | -10.09% | Q4 2025 | Jan 30, 2026 |
| Concorde Asset Management, LLC | History | New | 9,738 | 230 | 0.09% | — | 382 | +9,738 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 9,450 | 223 | 0.0% | — | 383 | +9,450 | New | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 9,425 | 222 | 0.01% | — | 384 | +9,425 | New | Q4 2025 | Feb 11, 2026 |
| HT Partners LLC | History | New | 9,400 | 222 | 0.07% | — | 385 | +9,400 | New | Q4 2025 | Jan 21, 2026 |
| Montis Financial, LLC | History | New | 9,400 | 222 | 0.04% | — | 386 | +9,400 | New | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | New | 9,250 | 218 | 0.05% | — | 387 | +9,250 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 9,170 | 216 | 0.0% | 0.0% | 388 | +5,366 | 141.06% | Q4 2025 | Jan 16, 2026 |
| Capital Planning Advisors, LLC | History | New | 9,125 | 215 | 0.03% | — | 389 | +9,125 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 9,100 | 215 | 0.07% | 0.05% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apriem Advisors | History | Reduced | 9,000 | 212 | 0.02% | 0.02% | 391 | -1,500 | -14.29% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | New | 8,950 | 211 | 0.05% | — | 393 | +8,950 | New | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,931 | 211 | 0.01% | — | 392 | +8,931 | New | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 8,942 | 211 | 0.04% | 0.03% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 8,896 | 210 | 0.01% | — | 395 | +8,896 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | New | 8,850 | 209 | 0.0% | — | 396 | +8,850 | New | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 8,746 | 206 | 0.0% | — | 397 | +8,746 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,685 | 205 | 0.0% | — | 398 | +8,685 | New | Q4 2025 | Jan 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,512 | 201 | 0.02% | — | 399 | +8,512 | New | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 8,440 | 199 | 0.12% | 0.15% | 400 | -5,265 | -38.42% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | Added to | 8,325 | 196 | 0.13% | 0.09% | 401 | +125 | 1.52% | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 8,160 | 193 | 0.01% | — | 402 | +8,160 | New | Q4 2025 | Feb 13, 2026 |
| Parvin Asset Management, LLC | History | New | 6,913 | 163 | 0.13% | — | 403 | +6,913 | New | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 6,056 | 143 | 0.11% | — | 404 | +6,056 | New | Q4 2025 | Mar 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,000 | 141 | 0.08% | 0.06% | 405 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | No change | 5,095 | 120 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 5,000 | 118 | 0.06% | 0.04% | 407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 5,000 | 118 | 0.03% | 0.02% | 408 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 4,870 | 115 | 0.0% | 0.0% | 409 | +795 | 19.51% | Q4 2025 | Jan 26, 2026 |
| Tacita Capital Inc | History | No change | 4,430 | 104 | 0.06% | 0.04% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 4,395 | 103 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,330 | 102 | 0.0% | — | 412 | +4,330 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,152 | 98 | 0.0% | 0.0% | 413 | +4,000 | 2631.58% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,967 | 93 | 0.0% | 0.0% | 414 | -1,983 | -33.33% | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 3,700 | 87 | 0.0% | — | 415 | +3,700 | New | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,954 | 86 | 0.0% | 0.01% | 417 | -6,279 | -68.01% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 3,651 | 86 | 0.0% | 0.0% | 416 | -932 | -20.34% | Q4 2025 | Jan 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,600 | 85 | 0.05% | — | 418 | +3,600 | New | Q4 2025 | Feb 18, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,510 | 83 | 0.08% | 0.06% | 419 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hara Capital LLC | History | Reduced | 2,675 | 63 | 0.04% | 0.03% | 420 | -637 | -19.23% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,629 | 62 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | New | 2,600 | 61 | 0.0% | — | 422 | +2,600 | New | Q4 2025 | Feb 05, 2026 |
| Redwood Park Advisors LLC | History | No change | 2,605 | 61 | 0.04% | 0.03% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 2,500 | 59 | 0.0% | 0.0% | 425 | -46,656 | -94.91% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,500 | 59 | 0.0% | 0.0% | 426 | +1,775 | 244.83% | Q4 2025 | Jan 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 59 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,500 | 59 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | No change | 2,500 | 59 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,400 | 56 | 0.0% | 0.0% | 429 | -750 | -23.81% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,005 | 47 | 0.0% | — | 430 | +2,005 | New | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | No change | 2,000 | 47 | 0.06% | 0.03% | 431 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 1,953 | 46 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 1,750 | 41 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,700 | 40 | 0.0% | 0.0% | 434 | +1,166 | 218.35% | Q4 2025 | Jan 26, 2026 |
| Costello Asset Management, INC | History | Added to | 1,700 | 40 | 0.01% | 0.01% | 435 | +200 | 13.33% | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,570 | 37 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | Reduced | 1,550 | 36 | 0.01% | 0.0% | 438 | -212 | -12.03% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,550 | 36 | 0.0% | 0.0% | 437 | +50 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Bank & Trust Co | History | No change | 1,500 | 35 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bulwark Capital Corp | History | No change | 1,450 | 34 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,386 | 32 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,300 | 30 | 0.0% | — | 442 | +1,300 | New | Q4 2025 | Jan 30, 2026 |
| Hilltop National Bank | History | Reduced | 1,250 | 29 | 0.01% | 0.01% | 443 | -750 | -37.5% | Q4 2025 | Jan 07, 2026 |
| Purpose Unlimited Inc. | History | New | 1,200 | 28 | 0.0% | — | 445 | +1,200 | New | Q4 2025 | Mar 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,200 | 28 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,139 | 26 | 0.02% | — | 447 | +1,139 | New | Q4 2025 | Feb 19, 2026 |
| First Pacific Financial | History | No change | 1,112 | 26 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ORG Wealth Partners, LLC | History | New | 1,061 | 25 | 0.01% | — | 448 | +1,061 | New | Q4 2025 | Jan 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 862 | 20 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 660 | 15 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | New | 600 | 14 | 0.0% | — | 451 | +600 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 583 | 13 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 530 | 12 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 500 | 11 | 0.0% | — | 454 | +500 | New | Q4 2025 | Jan 22, 2026 |
| Gould Capital, LLC | History | New | 500 | 11 | 0.01% | — | 455 | +500 | New | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 500 | 11 | 0.0% | — | 456 | +500 | New | Q4 2025 | Jan 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 368 | 8 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 319 | 7 | 0.0% | 0.0% | 459 | -5 | -1.54% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | No change | 300 | 7 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | No change | 333 | 7 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 227 | 5 | 0.0% | 0.0% | 461 | -5,293 | -95.89% | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 152 | 3 | 0.0% | 0.0% | 464 | -56 | -26.92% | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 150 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 100 | 2 | 0.0% | 0.0% | 465 | -250 | -71.43% | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 100 | 1 | 0.0% | — | 468 | +100 | New | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 50 | 1 | 0.0% | — | 469 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 1.94% | — | -2,185,269 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Amitell Capital Pte Ltd | History | Closed out | 0 | 0 | — | 1.87% | — | -195,173 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83,766 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.35% | — | -62,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -47,614 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.3% | — | -41,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -37,267 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -37,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Warwick Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -28,315 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -28,100 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,608 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.01% | — | -23,728 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -15,254 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,624 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,833 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Guild Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -10,500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Compass Financial Group, INC/SD | History | Closed out | 0 | 0 | — | 0.02% | — | -10,093 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quilter Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,860 | -100.0% | Q3 2025 | Nov 26, 2025 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,226 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |