Invesco Exchange-Traded Fund Trust II - PZA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 43 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 52,186,296 | 1,210,200 | 0.09% | 0.08% | 1 | -759,445 | -1.43% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,321,626 | 100,218 | 1.51% | 1.51% | 2 | +173,429 | 4.18% | Q4 2025 | Jan 22, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 3,040,662 | 70,513 | 2.07% | 2.03% | 3 | -30,340 | -0.99% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 2,618,017 | 60,711 | 0.02% | 0.02% | 4 | -22,421 | -0.85% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,565,135 | 59,485 | 0.02% | 0.02% | 5 | -198,857 | -7.19% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,465,871 | 57,183 | 0.01% | 0.01% | 6 | +195,846 | 8.63% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,447,309 | 56,753 | 0.01% | 0.0% | 7 | +1,931,193 | 374.18% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,899,820 | 44,056 | 0.0% | 0.0% | 8 | -344,857 | -15.36% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,890,387 | 43,838 | 0.01% | 0.01% | 9 | -7,059 | -0.37% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,877,361 | 43,536 | 0.03% | 0.02% | 10 | +304,768 | 19.38% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,602,126 | 37,153 | 0.19% | — | 11 | +1,602,126 | New | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | Added to | 1,394,378 | 32,335 | 0.46% | 0.44% | 12 | +129,129 | 10.21% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,393,723 | 32,320 | 0.01% | 0.01% | 13 | +52,729 | 3.93% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,076,590 | 24,966 | 0.01% | — | 14 | +1,076,590 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 884,956 | 20,522 | 0.02% | 0.02% | 15 | +4,451 | 0.51% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 817,631 | 18,968 | 0.0% | 0.0% | 16 | -52,479 | -6.03% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 712,394 | 16,520 | 0.0% | 0.0% | 17 | +210,449 | 41.93% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 704,469 | 16,336 | 0.02% | 0.02% | 18 | -15,589 | -2.16% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 679,313 | 15,753 | 0.55% | 0.54% | 19 | +2,281 | 0.34% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 658,401 | 15,268 | 0.0% | 0.0% | 20 | +625,201 | 1883.14% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 607,887 | 14,096 | 0.16% | 0.14% | 21 | +78,952 | 14.93% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 604,671 | 14,022 | 0.0% | 0.0% | 22 | -4,306 | -0.71% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 507,004 | 11,757 | 0.06% | 0.0% | 23 | +485,158 | 2220.81% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 492,908 | 11,430 | 0.05% | — | 24 | +492,908 | New | Q4 2025 | Feb 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 486,734 | 11,287 | 0.41% | 0.42% | 25 | +18 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SOFI WEALTH, LLC | History | Added to | 480,472 | 11,142 | 0.56% | 0.55% | 26 | +42,185 | 9.62% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 472,724 | 10,962 | 0.02% | 0.02% | 27 | -105,120 | -18.19% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 402,908 | 9,343 | 0.23% | 0.2% | 28 | +66,969 | 19.93% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 393,122 | 9,116 | 0.01% | 0.01% | 29 | -18,459 | -4.48% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 377,673 | 8,758 | 0.02% | 0.02% | 30 | -22,943 | -5.73% | Q4 2025 | Mar 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 371,612 | 8,617 | 0.0% | 0.0% | 31 | +45,539 | 13.97% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 356,463 | 8,266 | 0.02% | 0.02% | 32 | -719 | -0.2% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 341,052 | 7,908 | 0.01% | 0.01% | 33 | +32,993 | 10.71% | Q4 2025 | Jan 30, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 321,591 | 7,457 | 1.84% | 0.98% | 34 | +150,778 | 88.27% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 319,334 | 7,404 | 0.0% | — | 35 | +319,334 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 292,528 | 6,783 | 0.02% | 0.01% | 36 | +49,484 | 20.36% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 288,900 | 6,699 | 0.01% | 0.01% | 37 | -142,330 | -33.01% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 268,421 | 6,224 | 0.02% | 0.02% | 38 | +2,838 | 1.07% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 258,557 | 5,995 | 0.53% | 0.54% | 39 | -5,925 | -2.24% | Q4 2025 | Feb 06, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 247,064 | 5,729 | 1.32% | 1.8% | 40 | -82,323 | -24.99% | Q4 2025 | Jan 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 244,125 | 5,661 | 0.49% | 0.51% | 41 | -406 | -0.17% | Q4 2025 | Jan 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 232,625 | 5,394 | 0.34% | 0.4% | 42 | -35,197 | -13.14% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 221,572 | 5,138 | 0.06% | 0.04% | 43 | +44,664 | 25.25% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 220,694 | 5,135 | 0.01% | 0.01% | 44 | -25,421 | -10.33% | Q4 2025 | Jan 08, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 216,475 | 5,020 | 0.41% | 0.45% | 45 | -9,450 | -4.18% | Q4 2025 | Jan 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 213,404 | 4,948 | 0.07% | 0.07% | 46 | -7,802 | -3.53% | Q4 2025 | Jan 05, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 202,280 | 4,690 | 0.43% | 0.41% | 47 | +16,616 | 8.95% | Q4 2025 | Feb 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 190,137 | 4,409 | 0.28% | 0.29% | 48 | +3,721 | 2.0% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 187,299 | 4,343 | 0.03% | 0.03% | 49 | +6,498 | 3.59% | Q4 2025 | Feb 12, 2026 |
| Petix & Botte Co | History | Added to | 182,268 | 4,226 | 0.96% | 0.93% | 50 | +7,390 | 4.23% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Reduced | 166,678 | 3,865 | 0.18% | 0.2% | 51 | -6,205 | -3.59% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 165,451 | 3,836 | 0.02% | 0.02% | 52 | +3,980 | 2.46% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 157,959 | 3,663 | 0.08% | 0.08% | 53 | -4,191 | -2.58% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,778 | 3,635 | 0.0% | 0.0% | 54 | +4,578 | 3.01% | Q4 2025 | Feb 02, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 153,535 | 3,560 | 0.68% | 0.67% | 55 | +15,436 | 11.18% | Q4 2025 | Jan 27, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 152,850 | 3,544 | 3.39% | — | 56 | +152,850 | New | Q4 2025 | Feb 09, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 145,416 | 3,372 | 2.5% | — | 57 | +145,416 | New | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 140,794 | 3,265 | 0.07% | 0.01% | 58 | +124,826 | 781.73% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 128,699 | 2,984 | 0.0% | 0.0% | 59 | +7,699 | 6.36% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 127,728 | 2,962 | 0.02% | 0.01% | 60 | +55,280 | 76.3% | Q4 2025 | Jan 26, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 118,656 | 2,751 | 1.54% | — | 61 | +118,656 | New | Q4 2025 | Mar 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 107,503 | 2,492 | 0.0% | 0.0% | 62 | -29,122 | -21.32% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 107,009 | 2,481 | 0.47% | 0.54% | 63 | -59,962 | -35.91% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 97,793 | 2,267 | 0.03% | 0.03% | 64 | +29,962 | 44.17% | Q4 2025 | Jan 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 95,245 | 2,208 | 0.07% | 0.07% | 65 | -2,199 | -2.26% | Q4 2025 | Jan 20, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 93,903 | 2,177 | 1.37% | 1.5% | 66 | -5,295 | -5.34% | Q4 2025 | Jan 15, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 93,767 | 2,174 | 0.61% | 0.61% | 67 | +271 | 0.29% | Q4 2025 | Feb 09, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 91,234 | 2,115 | 0.48% | 0.48% | 68 | +7,754 | 9.29% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 89,747 | 2,081 | 0.73% | 0.86% | 69 | -2,118 | -2.31% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | Added to | 89,360 | 2,072 | 0.07% | 0.03% | 70 | +57,579 | 181.17% | Q4 2025 | Jan 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 88,495 | 2,052 | 0.08% | 0.08% | 71 | -4,406 | -4.74% | Q4 2025 | Feb 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 87,462 | 2,028 | 0.02% | 0.03% | 72 | -62,493 | -41.67% | Q4 2025 | Jan 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 87,426 | 2,027 | 0.03% | 0.01% | 73 | +57,097 | 188.26% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 87,296 | 2,024 | 0.03% | 0.03% | 74 | -858 | -0.97% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 85,892 | 1,991 | 0.15% | 0.16% | 75 | -864 | -1.0% | Q4 2025 | Jan 09, 2026 |
| West Wealth Group, LLC | History | Added to | 84,452 | 1,958 | 0.41% | 0.36% | 76 | +15,084 | 21.74% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 80,624 | 1,870 | 0.06% | — | 77 | +80,624 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 80,582 | 1,868 | 0.02% | 0.01% | 78 | +20,794 | 34.78% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 78,737 | 1,825 | 0.03% | 0.03% | 79 | -3,586 | -4.36% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 74,617 | 1,730 | 0.08% | 0.27% | 80 | -188,291 | -71.62% | Q4 2025 | Jan 29, 2026 |
| Quadrature Capital Ltd | History | Added to | 73,390 | 1,701 | 0.02% | 0.0% | 81 | +62,475 | 572.38% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 72,329 | 1,677 | 0.19% | 0.12% | 82 | +27,689 | 62.03% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Reduced | 67,637 | 1,568 | 0.03% | 0.06% | 83 | -1,899 | -2.73% | Q4 2025 | Feb 11, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 66,770 | 1,548 | 0.72% | 0.75% | 84 | -2,811 | -4.04% | Q4 2025 | Feb 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 62,407 | 1,447 | 0.0% | 0.0% | 85 | +10,837 | 21.01% | Q4 2025 | Feb 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 61,796 | 1,433 | 0.0% | — | 86 | +61,796 | New | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 60,984 | 1,414 | 0.01% | 0.02% | 87 | -58,342 | -48.89% | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 59,773 | 1,386 | 0.23% | 0.16% | 88 | +22,856 | 61.91% | Q4 2025 | Jan 26, 2026 |
| Synergy Investment Management, LLC | History | Added to | 58,821 | 1,364 | 0.48% | 0.4% | 89 | +13,236 | 29.04% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 58,770 | 1,362 | 0.03% | 0.0% | 90 | +58,700 | 83857.14% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 57,340 | 1,329 | 0.06% | 0.09% | 91 | -924 | -1.59% | Q4 2025 | Feb 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 57,327 | 1,329 | 0.29% | 0.29% | 92 | +556 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 55,015 | 1,275 | 0.1% | 0.08% | 93 | +13,320 | 31.95% | Q4 2025 | Feb 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 54,256 | 1,258 | 0.45% | 0.51% | 94 | -5,328 | -8.94% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 53,778 | 1,247 | 0.0% | 0.0% | 95 | +22,628 | 72.64% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,000 | 1,159 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | No change | 49,471 | 1,148 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 48,032 | 1,113 | 0.0% | 0.0% | 98 | +26,521 | 123.29% | Q4 2025 | Feb 18, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 47,536 | 1,102 | 0.51% | 0.5% | 99 | +2,220 | 4.9% | Q4 2025 | Jan 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 46,154 | 1,070 | 0.0% | 0.0% | 100 | -1,164 | -2.46% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 45,314 | 1,050 | 0.05% | 0.05% | 101 | +45 | 0.1% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 45,260 | 1,049 | 0.12% | 0.13% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,174 | 1,047 | 0.0% | 0.0% | 103 | +10,585 | 30.6% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 45,065 | 1,045 | 0.0% | 0.0% | 104 | -272 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 43,450 | 1,007 | 0.01% | 0.01% | 105 | +325 | 0.75% | Q4 2025 | Jan 26, 2026 |
| ProVise Management Group, LLC | History | Reduced | 41,841 | 970 | 0.07% | 0.07% | 106 | -1,683 | -3.87% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 39,894 | 925 | 0.02% | 0.02% | 107 | +2,261 | 6.01% | Q4 2025 | Mar 12, 2026 |
| Atria Investments, Inc | History | Added to | 38,917 | 902 | 0.01% | 0.01% | 108 | +8,548 | 28.15% | Q4 2025 | Feb 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 36,949 | 856 | 0.01% | — | 109 | +36,949 | New | Q4 2025 | Feb 13, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 36,163 | 838 | 0.16% | 0.15% | 110 | +3,412 | 10.42% | Q4 2025 | Jan 26, 2026 |
| TSG Advice Partners, LLC | History | New | 35,786 | 829 | 0.13% | — | 111 | +35,786 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 35,727 | 828 | 0.0% | 0.0% | 112 | +15,157 | 73.68% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 35,466 | 822 | 0.06% | 0.05% | 113 | +2,502 | 7.59% | Q4 2025 | Feb 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 35,320 | 819 | 0.29% | 0.28% | 114 | +2,323 | 7.04% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | No change | 34,638 | 803 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 33,597 | 779 | 0.0% | 0.0% | 116 | -300 | -0.89% | Q4 2025 | Feb 09, 2026 |
| Ducere Wealth Management LLC | History | New | 32,461 | 752 | 0.3% | — | 117 | +32,461 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,316 | 749 | 0.0% | 0.0% | 118 | +1,249 | 4.02% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 32,176 | 746 | 0.04% | 0.03% | 119 | +820 | 2.62% | Q4 2025 | Jan 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 30,836 | 715 | 0.11% | 0.16% | 120 | -15,959 | -34.1% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,761 | 713 | 0.0% | 0.0% | 121 | -148 | -0.48% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 29,199 | 677 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisory Alpha, LLC | History | Reduced | 29,037 | 673 | 0.02% | 0.02% | 123 | -1,936 | -6.25% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 28,485 | 661 | 0.02% | 0.02% | 124 | -5,322 | -15.74% | Q4 2025 | Feb 02, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 27,899 | 646 | 0.1% | 0.11% | 125 | +12 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 27,793 | 644 | 0.18% | 0.22% | 126 | -8,183 | -22.75% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 27,669 | 641 | 0.0% | — | 127 | +27,669 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 27,358 | 634 | 0.04% | 0.03% | 128 | +5,628 | 25.9% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,152 | 629 | 0.02% | 0.02% | 129 | +4,097 | 17.77% | Q4 2025 | Jan 21, 2026 |
| NORTHERN TRUST CORP | History | New | 26,824 | 622 | 0.0% | — | 130 | +26,824 | New | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 26,436 | 613 | 0.05% | 0.05% | 131 | +212 | 0.81% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 26,008 | 603 | 0.0% | 0.0% | 132 | +1,880 | 7.79% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,994 | 602 | 0.01% | 0.01% | 133 | +1,043 | 4.18% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | Reduced | 25,515 | 591 | 0.08% | 0.09% | 134 | -495 | -1.9% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 24,722 | 573 | 0.02% | 0.02% | 135 | +1,789 | 7.8% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 22,980 | 532 | 0.02% | 0.01% | 136 | +6,106 | 36.19% | Q4 2025 | Jan 30, 2026 |
| Colonial River Investments, LLC | History | Added to | 22,733 | 527 | 0.19% | 0.19% | 137 | +265 | 1.18% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,216 | 515 | 0.01% | 0.01% | 138 | +456 | 2.1% | Q4 2025 | Feb 11, 2026 |
| MRP Capital Investments, LLC | History | Added to | 21,861 | 506 | 0.42% | 0.41% | 139 | +500 | 2.34% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 21,465 | 497 | 0.01% | 0.01% | 141 | -824 | -3.7% | Q4 2025 | Feb 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,457 | 497 | 0.01% | 0.01% | 140 | -98 | -0.45% | Q4 2025 | Jan 16, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 21,312 | 494 | 0.01% | 0.03% | 142 | -31,601 | -59.72% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 20,367 | 472 | 0.02% | 0.01% | 143 | -803 | -3.79% | Q4 2025 | Jan 09, 2026 |
| STEPHENS INC /AR/ | History | New | 20,067 | 465 | 0.01% | — | 144 | +20,067 | New | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 19,596 | 454 | 0.02% | 0.02% | 145 | -434 | -2.17% | Q4 2025 | Feb 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 19,564 | 453 | 0.09% | 0.11% | 146 | -4,099 | -17.32% | Q4 2025 | Feb 11, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 19,426 | 450 | 0.25% | — | 147 | +19,426 | New | Q4 2025 | Jan 28, 2026 |
| PFW Advisors LLC | History | Reduced | 18,968 | 439 | 0.13% | 0.18% | 148 | -7,852 | -29.28% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 18,341 | 425 | 0.0% | 0.0% | 149 | +7,052 | 62.47% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | No change | 18,026 | 418 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vectors Research Management, LLC | History | No change | 18,026 | 418 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Targeted Financial Services LLC | History | New | 17,958 | 416 | 0.36% | — | 152 | +17,958 | New | Q4 2025 | Mar 03, 2026 |
| Advisory Resource Group | History | Reduced | 17,831 | 413 | 0.07% | 0.08% | 153 | -2,601 | -12.73% | Q4 2025 | Feb 12, 2026 |
| Sepio Capital, LP | History | Added to | 17,634 | 408 | 0.02% | 0.02% | 154 | +72 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,568 | 407 | 0.0% | 0.0% | 155 | -768 | -4.19% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | New | 17,244 | 399 | 0.2% | — | 156 | +17,244 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 16,980 | 393 | 0.0% | 0.0% | 157 | +5,811 | 52.03% | Q4 2025 | Feb 17, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 16,958 | 393 | 0.22% | 0.24% | 158 | -540 | -3.09% | Q4 2025 | Jan 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 16,932 | 392 | 0.1% | 0.21% | 159 | -9,408 | -35.72% | Q4 2025 | Jan 27, 2026 |
| Veltria Advisors Corp. | History | No change | 16,640 | 388 | 1.69% | 1.69% | 160 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 16,685 | 386 | 0.44% | 0.56% | 161 | -2,787 | -14.31% | Q4 2025 | Feb 09, 2026 |
| Thomasville National Bank | History | No change | 16,600 | 384 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 15,439 | 358 | 0.05% | 0.06% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 904 | 356 | 0.84% | 0.99% | 164 | -14,407 | -94.1% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,187 | 352 | 0.02% | 0.01% | 165 | +6,037 | 65.98% | Q4 2025 | Feb 05, 2026 |
| Unify Financial Advisors | History | New | 14,440 | 334 | 0.35% | — | 166 | +14,440 | New | Q4 2025 | Apr 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 14,345 | 332 | 0.21% | 0.21% | 167 | +650 | 4.75% | Q4 2025 | Feb 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,088 | 327 | 0.02% | 0.02% | 168 | +1,274 | 9.94% | Q4 2025 | Jan 15, 2026 |
| A4 Wealth Advisors LLC | History | New | 13,859 | 321 | 0.28% | — | 169 | +13,859 | New | Q4 2025 | Feb 13, 2026 |
| Englebert Financial Advisers, LLC | History | New | 13,420 | 311 | 0.36% | — | 170 | +13,420 | New | Q4 2025 | Feb 04, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 13,325 | 310 | 0.2% | 0.18% | 171 | +642 | 5.06% | Q4 2025 | Feb 11, 2026 |
| KWMG, LLC | History | Added to | 13,106 | 303 | 0.03% | 0.03% | 172 | +648 | 5.2% | Q4 2025 | Jan 16, 2026 |
| Leo Wealth, LLC | History | New | 13,032 | 302 | 0.02% | — | 173 | +13,032 | New | Q4 2025 | Jan 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 12,978 | 300 | 0.07% | 0.07% | 174 | -47 | -0.36% | Q4 2025 | Jan 16, 2026 |
| CAP Partners, LLC | History | Added to | 12,921 | 299 | 0.17% | 0.17% | 175 | +111 | 0.87% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12,557 | 291 | 0.04% | — | 176 | +12,557 | New | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,421 | 288 | 0.0% | — | 177 | +12,421 | New | Q4 2025 | Feb 05, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 12,386 | 287 | 0.09% | 0.11% | 178 | -1,825 | -12.84% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 12,270 | 286 | 0.01% | 0.01% | 180 | +140 | 1.15% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,373 | 286 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 12,206 | 283 | 0.06% | 0.06% | 181 | +23 | 0.19% | Q4 2025 | Feb 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,024 | 278 | 0.0% | 0.0% | 182 | -81 | -0.67% | Q4 2025 | Feb 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 11,964 | 277 | 0.05% | 0.05% | 183 | -164 | -1.35% | Q4 2025 | Feb 05, 2026 |
| Passumpsic Savings Bank | History | New | 11,790 | 273 | 0.15% | — | 184 | +11,790 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,576 | 268 | 0.01% | 0.01% | 185 | +574 | 5.22% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,250 | 260 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 10,760 | 249 | 0.11% | 0.11% | 187 | -35 | -0.32% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,609 | 246 | 0.0% | 0.0% | 188 | -6,934 | -39.53% | Q4 2025 | Feb 12, 2026 |
| First Citizens Financial Corp | History | Added to | 10,545 | 244 | 0.12% | 0.12% | 189 | +163 | 1.57% | Q4 2025 | Jan 06, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 10,473 | 242 | 0.01% | 0.01% | 190 | -760 | -6.77% | Q4 2025 | Feb 17, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,437 | 242 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,383 | 240 | 0.01% | 0.01% | 192 | -3,200 | -23.56% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,383 | 240 | 0.04% | 0.05% | 193 | -3,200 | -23.56% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 10,252 | 237 | 0.0% | 0.0% | 194 | +7,282 | 245.19% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,046 | 234 | 0.01% | — | 195 | +10,046 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,069 | 233 | 0.0% | 0.0% | 196 | +430 | 4.46% | Q4 2025 | Feb 03, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,000 | 231 | 0.08% | 0.07% | 197 | +700 | 7.53% | Q4 2025 | Feb 06, 2026 |
| High Falls Advisors, Inc | History | Added to | 9,853 | 228 | 0.05% | 0.05% | 198 | +5 | 0.05% | Q4 2025 | Feb 18, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 9,812 | 227 | 0.04% | — | 199 | +9,812 | New | Q4 2025 | Feb 12, 2026 |
| Melone Private Wealth, LLC | History | New | 9,787 | 226 | 0.1% | — | 200 | +9,787 | New | Q4 2025 | Jan 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 9,573 | 221 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,519 | 220 | 0.0% | 0.0% | 202 | -815 | -7.89% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 9,508 | 220 | 0.0% | 0.0% | 203 | +517 | 5.75% | Q4 2025 | Feb 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 9,346 | 216 | 0.01% | 0.01% | 204 | -1,545 | -14.19% | Q4 2025 | Jan 07, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 9,175 | 212 | 0.05% | 0.06% | 205 | -20 | -0.22% | Q4 2025 | Jan 07, 2026 |
| James J. Burns & Company, LLC | History | Added to | 9,140 | 211 | 0.03% | 0.03% | 206 | +86 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Vontobel Holding Ltd. | History | No change | 8,843 | 205 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 8,826 | 204 | 0.13% | 0.11% | 208 | -5 | -0.06% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | New | 8,552 | 198 | 0.01% | — | 209 | +8,552 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 7,860 | 182 | 0.0% | 0.0% | 210 | +3,906 | 98.79% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 7,822 | 181 | 0.01% | 0.05% | 211 | -49,939 | -86.46% | Q4 2025 | Jan 14, 2026 |
| Addison Advisors LLC | History | Reduced | 7,090 | 164 | 0.04% | 0.06% | 212 | -4,070 | -36.47% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 6,947 | 161 | 0.0% | — | 213 | +6,947 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,908 | 160 | 0.0% | 0.0% | 214 | +7 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,649 | 154 | 0.0% | 0.0% | 215 | +488 | 7.92% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,190 | 143 | 0.0% | 0.0% | 216 | -568 | -8.4% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,438 | 126 | 0.01% | 0.01% | 218 | -160 | -2.86% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,441 | 126 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,394 | 115 | 0.04% | 0.09% | 219 | -616 | -10.25% | Q4 2025 | Jan 22, 2026 |
| Independence Bank of Kentucky | History | No change | 4,690 | 108 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,639 | 107 | 0.04% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,375 | 101 | 0.03% | — | 222 | +4,375 | New | Q4 2025 | Feb 06, 2026 |
| New Millennium Group LLC | History | No change | 3,983 | 92 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,952 | 91 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,680 | 85 | 0.01% | 0.01% | 225 | -310 | -7.77% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,507 | 81 | 0.0% | 0.0% | 226 | +93 | 2.72% | Q4 2025 | Feb 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,261 | 75 | 0.01% | — | 227 | +3,261 | New | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,012 | 69 | 0.0% | 0.0% | 228 | -730 | -19.51% | Q4 2025 | Feb 06, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,656 | 61 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 57 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 2,430 | 56 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 2,404 | 55 | 0.03% | — | 232 | +2,404 | New | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Reduced | 2,371 | 54 | 0.02% | 0.02% | 233 | -518 | -17.93% | Q4 2025 | Jan 20, 2026 |
| United Financial Planning Group LLC | History | Reduced | 2,167 | 50 | 0.03% | 0.03% | 234 | -106 | -4.66% | Q4 2025 | Feb 11, 2026 |
| Centennial Bank/AR/ | History | Added to | 2,030 | 47 | 0.02% | 0.01% | 236 | +1,363 | 204.35% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,058 | 47 | 0.0% | 0.0% | 235 | +572 | 38.49% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,926 | 44 | 0.0% | 0.0% | 237 | +2 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | New | 1,761 | 40 | 0.01% | — | 238 | +1,761 | New | Q4 2025 | Feb 03, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,626 | 38 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 1,421 | 32 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,340 | 31 | 0.19% | 0.01% | 241 | +1,062 | 382.01% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,000 | 23 | 0.01% | — | 246 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,005 | 23 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First PREMIER Bank | History | No change | 1,000 | 23 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 911 | 21 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 810 | 18 | 0.02% | — | 250 | +810 | New | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 787 | 18 | 0.0% | 0.0% | 249 | +95 | 13.73% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 779 | 18 | 0.0% | 0.0% | 248 | +7 | 0.91% | Q4 2025 | Jan 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 663 | 15 | 0.01% | — | 251 | +663 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 616 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 588 | 13 | 0.0% | — | 253 | +588 | New | Q4 2025 | Feb 03, 2026 |
| Key Capital Management, INC | History | New | 569 | 13 | 0.01% | — | 254 | +569 | New | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 549 | 12 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 491 | 11 | 0.01% | — | 256 | +491 | New | Q4 2025 | Feb 19, 2026 |
| CWM, LLC | History | Reduced | 373 | 9 | 0.0% | 0.0% | 257 | -2,207 | -85.54% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Added to | 257 | 5 | 0.0% | 0.0% | 259 | +4 | 1.58% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 258 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 187 | 4 | 0.0% | 0.0% | 260 | +5 | 2.75% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 106 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 73 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,075,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 6.74% | — | -550,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.5% | — | -400,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.73% | — | -63,861 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -56,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -29,208 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.06% | — | -17,022 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,439 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,839 | -100.0% | Q3 2025 | Nov 03, 2025 |
| INVESTED ADVISORS | History | Closed out | 0 | 0 | — | 0.47% | — | -13,783 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,528 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,967 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -11,638 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -8,878 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,387 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,935 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -462 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 13, 2026 |