PRUDENTIAL PLC - PUK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,866,383 | 151,441 | 0.01% | 0.0% | 1 | +2,150,074 | 79.15% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,232,441 | 131,713 | 0.01% | 0.01% | 2 | +1,233,638 | 41.14% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,716,833 | 115,667 | 0.01% | 0.0% | 3 | +735,707 | 24.68% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,804,922 | 87,289 | 0.01% | 0.01% | 4 | -142,111 | -4.82% | Q4 2025 | Mar 25, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,585,685 | 80,499 | 0.02% | 0.01% | 5 | +1,007,961 | 63.89% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,104,675 | 65,497 | 0.04% | 0.04% | 6 | +25,549 | 1.23% | Q4 2025 | Feb 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,508,912 | 46,957 | 0.65% | 0.55% | 7 | +33,473 | 2.27% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,454,617 | 45,267 | 0.01% | 0.01% | 8 | +4,913 | 0.34% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,255,845 | 39,081 | 0.0% | 0.0% | 9 | +53,297 | 4.43% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 791,416 | 24,628 | 0.06% | — | 10 | +791,416 | New | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 472,287 | 14,697 | 0.01% | 0.01% | 11 | +91,480 | 24.02% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 459,083 | 14,286 | 0.0% | 0.0% | 12 | -99,008 | -17.74% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 438,968 | 13,660 | 0.03% | 0.03% | 13 | +59,203 | 15.59% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 278,570 | 8,668 | 0.01% | 0.01% | 14 | +12,873 | 4.84% | Q4 2025 | Feb 13, 2026 |
| Solel Partners LP | History | No change | 266,592 | 8,296 | 1.34% | 1.44% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 260,733 | 8,114 | 0.0% | — | 16 | +260,733 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 250,598 | 7,798 | 0.03% | — | 17 | +250,598 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 242,051 | 7,532 | 0.0% | 0.0% | 18 | -6,904 | -2.77% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 236,431 | 7,357 | 0.69% | 2.09% | 19 | -521,901 | -68.82% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 234,418 | 7,295 | 0.0% | 0.0% | 20 | -384,060 | -62.1% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 233,255 | 7,258 | 0.01% | 0.0% | 21 | +19,545 | 9.15% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 210,637 | 6,555 | 0.0% | 0.0% | 22 | +27,438 | 14.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 177,598 | 5,526 | 0.0% | 0.0% | 23 | +18,060 | 11.32% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 170,695 | 5,312 | 0.0% | 0.0% | 24 | -6,428 | -3.63% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 162,253 | 5,049 | 0.01% | 0.01% | 25 | -78,898 | -32.72% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 146,412 | 4,556 | 0.0% | 0.0% | 26 | -6,380 | -4.18% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 136,722 | 4,254 | 0.1% | 0.09% | 27 | -581 | -0.42% | Q4 2025 | Jan 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 130,295 | 4,054 | 0.05% | 0.0% | 28 | +118,829 | 1036.36% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Added to | 113,205 | 3,522 | 0.09% | 0.02% | 29 | +100,611 | 798.88% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 105,576 | 3,285 | 0.02% | 0.01% | 30 | +29,436 | 38.66% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 102,973 | 3,204 | 0.05% | 0.05% | 31 | -12,965 | -11.18% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 96,507 | 3,003 | 0.0% | 0.0% | 32 | -21,355 | -18.12% | Q4 2025 | Feb 17, 2026 |
| Madison Asset Management, LLC | History | Reduced | 94,884 | 2,952 | 0.03% | 0.03% | 33 | -4,645 | -4.67% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | New | 92,083 | 2,865 | 0.0% | — | 34 | +92,083 | New | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 90,783 | 2,825 | 0.0% | 0.0% | 35 | -147,024 | -61.82% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 85,738 | 2,668 | 0.03% | 0.03% | 36 | +727 | 0.86% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 83,283 | 2,592 | 0.0% | 0.0% | 37 | +6,848 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 83,095 | 2,585 | 0.03% | 0.01% | 38 | +60,012 | 259.98% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 78,331 | 2,437 | 0.0% | 0.0% | 39 | +1,322 | 1.72% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 77,819 | 2,421 | 0.0% | 0.0% | 40 | +15,875 | 25.63% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 73,914 | 2,300 | 0.04% | 0.03% | 41 | +20,278 | 37.81% | Q4 2025 | Jan 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 72,114 | 2,244 | 0.05% | 0.01% | 42 | +56,435 | 359.94% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 65,061 | 2,024 | 0.0% | 0.0% | 43 | -523 | -0.8% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 62,367 | 1,940 | 0.01% | 0.01% | 44 | -11,323 | -15.37% | Q4 2025 | Jan 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 55,972 | 1,741 | 0.02% | 0.02% | 45 | -738 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Added to | 54,684 | 1,701 | 0.03% | 0.02% | 46 | +12,956 | 31.05% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 53,069 | 1,651 | 0.05% | 0.05% | 47 | -126 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 52,365 | 1,629 | 0.03% | 0.02% | 48 | +32,016 | 157.33% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,521 | 1,603 | 0.0% | 0.0% | 49 | +23,088 | 81.2% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 47,798 | 1,487 | 0.0% | 0.0% | 50 | +2,689 | 5.96% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 47,356 | 1,473 | 0.01% | 0.01% | 51 | +6,636 | 16.3% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,494 | 1,446 | 0.0% | 0.0% | 52 | +7,812 | 20.2% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 45,886 | 1,427 | 0.0% | 0.01% | 53 | -1,199,680 | -96.32% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 44,800 | 1,394 | 0.0% | 0.0% | 54 | +12,800 | 40.0% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 90,000 | 1,385 | 0.01% | — | 55 | +90,000 | New | Q4 2025 | Feb 11, 2026 |
| Mondrian Investment Partners LTD | History | New | 44,394 | 1,381 | 0.02% | — | 56 | +44,394 | New | Q4 2025 | Feb 09, 2026 |
| Manske Wealth Management | History | Reduced | 43,004 | 1,338 | 0.4% | 0.41% | 57 | -4,219 | -8.93% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | Added to | 39,912 | 1,248 | 0.06% | 0.05% | 58 | +24,164 | 153.44% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,883 | 1,241 | 0.0% | 0.0% | 59 | +26,646 | 201.3% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,004 | 1,232 | 0.0% | 0.0% | 60 | +1,093 | 2.96% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Reduced | 38,383 | 1,194 | 0.01% | 0.01% | 61 | -998 | -2.53% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 34,343 | 1,068 | 0.02% | 0.01% | 62 | +14,344 | 71.72% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 31,256 | 972 | 0.0% | 0.0% | 63 | +1,372 | 4.59% | Q4 2025 | Jan 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 30,025 | 934 | 0.02% | 0.02% | 64 | -1,429 | -4.54% | Q4 2025 | Jan 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 29,863 | 929 | 0.0% | 0.0% | 65 | +18,431 | 161.22% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 29,833 | 928 | 0.0% | 0.01% | 66 | -1,006,321 | -97.12% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 29,191 | 908 | 0.01% | 0.01% | 67 | +7,133 | 32.34% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,770 | 895 | 0.01% | 0.01% | 68 | +977 | 3.52% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 28,524 | 887 | 0.01% | 0.01% | 69 | +3,515 | 14.05% | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 28,300 | 880 | 0.03% | 0.02% | 70 | +1,682 | 6.32% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 28,089 | 874 | 0.01% | 0.01% | 72 | +11,360 | 67.91% | Q4 2025 | Jan 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,104 | 874 | 0.03% | 0.02% | 71 | +5,514 | 24.41% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 28,065 | 873 | 0.0% | 0.0% | 73 | +2,857 | 11.33% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 27,273 | 848 | 0.21% | 0.19% | 74 | -414 | -1.5% | Q4 2025 | Jan 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 26,732 | 831 | 0.08% | 0.08% | 75 | -556 | -2.04% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 26,697 | 830 | 0.0% | 0.01% | 76 | -781,349 | -96.7% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,289 | 818 | 0.01% | 0.0% | 77 | +10,022 | 61.61% | Q4 2025 | Jan 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 25,842 | 804 | 0.0% | 0.0% | 78 | +4,972 | 23.82% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 25,831 | 803 | 0.0% | 0.0% | 79 | -3,428 | -11.72% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,242 | 785 | 0.0% | 0.0% | 80 | +5,726 | 29.34% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,888 | 774 | 0.0% | 0.0% | 81 | -207 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 23,935 | 744 | 0.0% | — | 82 | +23,935 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 23,748 | 739 | 0.02% | 0.02% | 83 | +2,581 | 12.19% | Q4 2025 | Feb 19, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,754 | 708 | 0.02% | — | 84 | +22,754 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,745 | 707 | 0.01% | 0.02% | 85 | +6,276 | 38.11% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 22,384 | 696 | 0.03% | 0.03% | 86 | +1,225 | 5.79% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 22,301 | 694 | 0.0% | 0.0% | 87 | +1,800 | 8.78% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 22,293 | 693 | 0.01% | 0.01% | 88 | -1,087 | -4.65% | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Reduced | 21,715 | 675 | 0.26% | 0.24% | 89 | -220 | -1.0% | Q4 2025 | Feb 09, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 20,179 | 627 | 0.24% | 0.22% | 90 | -19 | -0.09% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 20,004 | 622 | 0.01% | 0.01% | 91 | +1,670 | 9.11% | Q4 2025 | Feb 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 18,835 | 586 | 0.01% | — | 92 | +18,835 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,830 | 586 | 0.01% | 0.01% | 93 | +7,787 | 70.52% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,799 | 585 | 0.0% | 0.0% | 94 | +3,372 | 21.86% | Q4 2025 | Feb 18, 2026 |
| Caprock Group, LLC | History | Added to | 18,685 | 581 | 0.01% | 0.01% | 95 | +7,335 | 64.63% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,668 | 580 | 0.0% | 0.0% | 96 | +690 | 3.84% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 18,250 | 567 | 0.0% | 0.0% | 97 | +940 | 5.43% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 18,162 | 565 | 0.01% | 0.01% | 98 | -8,445 | -31.74% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,885 | 556 | 0.0% | 0.0% | 99 | +919 | 5.42% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,777 | 553 | 0.0% | 0.0% | 101 | +3,003 | 20.33% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,795 | 553 | 0.0% | 0.0% | 100 | +60 | 0.34% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,126 | 532 | 0.0% | 0.0% | 102 | -516 | -2.92% | Q4 2025 | Feb 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 16,687 | 519 | 0.03% | 0.03% | 103 | +694 | 4.34% | Q4 2025 | Jan 21, 2026 |
| Naviter Wealth, LLC | History | Reduced | 16,419 | 510 | 0.07% | 0.06% | 104 | -1,492 | -8.33% | Q4 2025 | Jan 21, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 16,377 | 509 | 0.01% | 0.02% | 105 | -10,719 | -39.56% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,116 | 501 | 0.0% | 0.0% | 106 | -108,992 | -87.12% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 15,760 | 490 | 0.01% | — | 107 | +15,760 | New | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 15,216 | 473 | 0.0% | 0.0% | 108 | +2,940 | 23.95% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,939 | 464 | 0.06% | 0.05% | 109 | +636 | 4.45% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | Added to | 14,761 | 462 | 0.01% | 0.0% | 110 | +1,249 | 9.24% | Q4 2025 | Jan 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 14,195 | 446 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HRT FINANCIAL LP | History | New | 14,222 | 442 | 0.0% | — | 112 | +14,222 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,783 | 431 | 0.02% | 0.02% | 113 | +4,118 | 42.61% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 13,779 | 428 | 0.0% | — | 114 | +13,779 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 13,106 | 422 | 0.0% | 0.0% | 115 | +851 | 6.94% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,316 | 414 | 0.0% | 0.0% | 116 | +63 | 0.48% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,000 | 373 | 0.0% | 0.0% | 117 | +3,140 | 35.44% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 11,440 | 356 | 0.01% | 0.01% | 118 | +1,161 | 11.29% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,323 | 352 | 0.01% | 0.01% | 119 | -770 | -6.37% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 11,122 | 346 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,452 | 325 | 0.0% | 0.0% | 121 | +328 | 3.24% | Q4 2025 | Feb 05, 2026 |
| Venturi Wealth Management, LLC | History | New | 10,391 | 323 | 0.01% | — | 122 | +10,391 | New | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,036 | 323 | 0.0% | 0.0% | 123 | -1,877 | -14.54% | Q4 2025 | Mar 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,178 | 316 | 0.03% | 0.03% | 124 | +251 | 2.53% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | New | 10,129 | 315 | 0.0% | — | 125 | +10,129 | New | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Added to | 10,081 | 313 | 0.0% | 0.0% | 126 | +593 | 6.25% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,849 | 306 | 0.0% | 0.0% | 128 | +817 | 9.05% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,864 | 306 | 0.0% | 0.0% | 127 | -709 | -6.71% | Q4 2025 | Feb 12, 2026 |
| May Hill Capital, LLC | History | New | 9,754 | 303 | 0.04% | — | 129 | +9,754 | New | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,485 | 295 | 0.0% | 0.0% | 130 | +194 | 2.09% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 9,346 | 290 | 0.0% | 0.0% | 131 | -21 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 9,270 | 288 | 0.07% | — | 132 | +9,270 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 9,123 | 285 | 0.0% | — | 133 | +9,123 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 9,136 | 284 | 0.01% | 0.01% | 134 | +597 | 6.99% | Q4 2025 | Jan 05, 2026 |
| PDS Planning, Inc | History | Added to | 9,115 | 283 | 0.02% | 0.02% | 135 | +650 | 7.68% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,948 | 278 | 0.0% | 0.0% | 136 | +1,067 | 13.54% | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | New | 8,876 | 276 | 0.06% | — | 137 | +8,876 | New | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,466 | 263 | 0.0% | — | 138 | +8,466 | New | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,399 | 261 | 0.0% | 0.0% | 139 | +6,499 | 342.05% | Q4 2025 | Feb 12, 2026 |
| Cetera Trust Company, N.A | History | Added to | 8,245 | 256 | 0.14% | 0.11% | 140 | +1,375 | 20.01% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | New | 7,918 | 246 | 0.02% | — | 141 | +7,918 | New | Q4 2025 | Jan 13, 2026 |
| Kathmere Capital Management, LLC | History | New | 7,914 | 246 | 0.02% | — | 142 | +7,914 | New | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 7,671 | 239 | 0.0% | — | 143 | +7,671 | New | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,598 | 236 | 0.0% | — | 144 | +7,598 | New | Q4 2025 | Feb 17, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 7,520 | 234 | 0.0% | 0.0% | 145 | +25 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,302 | 227 | 0.0% | 0.0% | 146 | +41 | 0.56% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | New | 7,234 | 225 | 0.01% | — | 147 | +7,234 | New | Q4 2025 | Mar 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7,218 | 224 | 0.05% | 0.0% | 148 | +7,123 | 7497.89% | Q4 2025 | Mar 03, 2026 |
| Forum Financial Management, LP | History | No change | 7,182 | 223 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Family Investments, Inc. | History | New | 7,016 | 218 | 0.05% | — | 150 | +7,016 | New | Q4 2025 | Feb 11, 2026 |
| Impact Investors, Inc | History | Reduced | 6,977 | 217 | 0.15% | 0.13% | 151 | -301 | -4.14% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 6,842 | 212 | 0.0% | — | 152 | +6,842 | New | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | New | 6,804 | 211 | 0.0% | — | 153 | +6,804 | New | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | New | 6,664 | 207 | 0.01% | — | 155 | +6,664 | New | Q4 2025 | Feb 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 6,660 | 207 | 0.01% | — | 154 | +6,660 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,406 | 199 | 0.01% | 0.01% | 156 | +359 | 5.94% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,086 | 189 | 0.0% | 0.0% | 157 | -568 | -8.54% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,716 | 177 | 0.0% | 0.0% | 158 | -2,025 | -26.16% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,670 | 176 | 0.0% | — | 159 | +5,670 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,612 | 174 | 0.0% | 0.0% | 160 | +3,604 | 179.48% | Q4 2025 | Mar 16, 2026 |
| ALLIANZ SE | History | No change | 5,097 | 158 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,861 | 151 | 0.0% | 0.0% | 162 | +77 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,517 | 140 | 0.0% | — | 163 | +4,517 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 4,086 | 127 | 0.0% | 0.0% | 164 | +143 | 3.63% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,730 | 116 | 0.0% | 0.0% | 165 | +2,509 | 205.49% | Q4 2025 | Jan 23, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 3,300 | 102 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 2,753 | 85 | 0.06% | 0.06% | 167 | -75 | -2.65% | Q4 2025 | Feb 10, 2026 |
| Community Bank, N.A. | History | No change | 2,479 | 77 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 2,371 | 74 | 0.0% | 0.0% | 169 | -25 | -1.04% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Reduced | 1,923 | 59 | 0.0% | 0.0% | 170 | -54 | -2.73% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,778 | 55 | 0.0% | 0.0% | 171 | +121 | 7.3% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,747 | 54 | 0.0% | 0.0% | 172 | +114 | 6.98% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,502 | 46 | 0.0% | — | 173 | +1,502 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,366 | 42 | 0.0% | 0.0% | 174 | +354 | 34.98% | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | Reduced | 1,201 | 37 | 0.0% | 0.0% | 175 | -67 | -5.28% | Q4 2025 | Jan 08, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,183 | 36 | 0.0% | 0.0% | 176 | +695 | 142.42% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,064 | 33 | 0.0% | 0.0% | 177 | +20 | 1.92% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,070 | 33 | 0.01% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 929 | 28 | 0.02% | — | 179 | +929 | New | Q4 2025 | Feb 19, 2026 |
| WPG Advisers, LLC | History | Reduced | 839 | 26 | 0.02% | 0.02% | 180 | -35 | -4.0% | Q4 2025 | Jan 28, 2026 |
| Manchester Capital Management LLC | History | Added to | 794 | 24 | 0.0% | 0.0% | 181 | +728 | 1103.03% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 650 | 20 | 0.0% | 0.0% | 182 | +21 | 3.34% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 612 | 19 | 0.0% | — | 183 | +612 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 529 | 16 | 0.0% | 0.0% | 184 | -5 | -0.94% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 480 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 375 | 12 | 0.0% | 0.0% | 186 | +364 | 3309.09% | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | No change | 397 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 372 | 11 | 0.0% | 0.0% | 188 | +277 | 291.58% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 371 | 11 | 0.0% | 0.0% | 190 | +88 | 31.1% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 366 | 11 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 338 | 10 | 0.0% | 0.0% | 191 | +61 | 22.02% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 302 | 9 | 0.0% | 0.0% | 194 | -813 | -72.91% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | New | 317 | 9 | 0.0% | — | 192 | +317 | New | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 290 | 9 | 0.0% | — | 195 | +290 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 319 | 9 | 0.0% | 0.0% | 193 | +9 | 2.9% | Q4 2025 | Jan 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 265 | 8 | 0.0% | — | 196 | +265 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 259 | 8 | 0.0% | — | 198 | +259 | New | Q4 2025 | Jan 21, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 279 | 8 | 0.0% | 0.0% | 197 | -111 | -28.46% | Q4 2025 | Feb 05, 2026 |
| Reflection Asset Management | History | New | 228 | 7 | 0.0% | — | 200 | +228 | New | Q4 2025 | Mar 02, 2026 |
| Spire Wealth Management | History | Reduced | 227 | 7 | 0.0% | 0.0% | 199 | -102 | -31.0% | Q4 2025 | Jan 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 202 | 6 | 0.0% | — | 201 | +202 | New | Q4 2025 | Feb 03, 2026 |
| GW&K Investment Management, LLC | History | No change | 186 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 183 | 5 | 0.0% | 0.0% | 204 | +37 | 25.34% | Q4 2025 | Jan 22, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 187 | 5 | 0.0% | 0.0% | 203 | -19 | -9.22% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Signature Equity Partners, LLC | History | New | 155 | 4 | 0.0% | — | 213 | +155 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | New | 133 | 4 | 0.0% | — | 208 | +133 | New | Q4 2025 | Jan 26, 2026 |
| Stone House Investment Management, LLC | History | Added to | 137 | 4 | 0.0% | 0.0% | 210 | +54 | 65.06% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 153 | 4 | 0.0% | 0.0% | 211 | +22 | 16.79% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 145 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 139 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 155 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 144 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 127 | 3 | 0.0% | — | 214 | +127 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Wealth Solutions LLC | History | New | 108 | 3 | 0.0% | — | 217 | +108 | New | Q4 2025 | Jan 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 99 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 119 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CENTRAL TRUST Co | History | New | 90 | 2 | 0.0% | — | 218 | +90 | New | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | New | 85 | 2 | 0.0% | — | 223 | +85 | New | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 80 | 2 | 0.0% | — | 220 | +80 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 75 | 2 | 0.0% | — | 221 | +75 | New | Q4 2025 | Mar 04, 2026 |
| HM PAYSON & CO | History | New | 66 | 2 | 0.0% | — | 219 | +66 | New | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 44 | 1 | 0.0% | 0.27% | 229 | -345,151 | -99.99% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 49 | 1 | 0.0% | 0.0% | 225 | -138 | -73.8% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | New | 54 | 1 | 0.0% | — | 228 | +54 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | New | 54 | 1 | 0.0% | — | 234 | +54 | New | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | New | 36 | 1 | 0.0% | — | 227 | +36 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 36 | 1 | 0.0% | 0.0% | 232 | -35 | -49.3% | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 60 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 63 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| LRI Investments, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -357,112 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -207,607 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.48% | — | -67,017 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -57,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -33,025 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,554 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,524 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -17,156 | -100.0% | Q3 2025 | Dec 05, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,312 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,030 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,284 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,949 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -639 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 25 | 0 | — | 0.0% | — | -175 | -87.5% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 02, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Independence Bank of Kentucky | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 20, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Trust Co | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 15, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 23, 2026 |
| Whipplewood Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | Reduced | 20 | 0 | — | — | — | -1 | -4.76% | Q4 2025 | Jan 30, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |