PROSHARES TRUST - QLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | History | Added to | 12,277,706 | 864,473 | 11.19% | 11.4% | 1 | +5,993,035 | 95.36% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,274,926 | 160,177 | 0.02% | 0.02% | 2 | +1,225,371 | 116.75% | Q4 2025 | Feb 17, 2026 |
| Global View Capital Management LLC | History | Added to | 1,802,525 | 126,915 | 23.66% | 24.3% | 3 | +968,727 | 116.18% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,370,176 | 96,474 | 0.01% | 0.01% | 4 | +939,520 | 218.16% | Q4 2025 | Feb 17, 2026 |
| Main Street Group, LTD | History | Added to | 1,039,176 | 73,168 | 25.24% | 21.99% | 5 | +491,865 | 89.87% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | Added to | 731,539 | 51,507 | 8.11% | 8.47% | 6 | +370,086 | 102.39% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 642,000 | 45,203 | 0.01% | 0.01% | 7 | +333,900 | 108.37% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 599,334 | 42,199 | 1.47% | 1.47% | 8 | +299,761 | 100.06% | Q4 2025 | Jan 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 262,628 | 18,491 | 2.01% | 2.26% | 9 | +109,839 | 71.89% | Q4 2025 | Jan 20, 2026 |
| Dedeker Financial LLC | History | New | 253,178 | 17,826 | 15.96% | — | 10 | +253,178 | New | Q4 2025 | Mar 31, 2026 |
| Dale Q Rice Investment Management Ltd | History | Added to | 239,454 | 16,850 | 12.07% | 12.33% | 11 | +116,236 | 94.33% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 147,001 | 10,350 | 0.07% | 0.07% | 12 | +72,429 | 97.13% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 141,071 | 9,932 | 0.0% | 0.0% | 13 | +78,402 | 125.1% | Q4 2025 | Feb 11, 2026 |
| GenWealth Group, Inc. | History | Added to | 135,127 | 9,791 | 1.67% | 1.73% | 14 | +67,207 | 98.95% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 136,905 | 9,639 | 0.01% | 0.01% | 15 | +75,185 | 121.82% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 132,214 | 9,309 | 0.01% | 0.0% | 16 | +98,916 | 297.06% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 127,047 | 8,945 | 0.23% | 0.26% | 17 | +70,171 | 123.38% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 119,256 | 8,456 | 0.01% | 0.01% | 18 | +83,406 | 232.65% | Q4 2025 | Feb 18, 2026 |
| Connective Capital Management, LLC | History | Added to | 105,918 | 7,457 | 4.38% | 6.67% | 19 | +52,959 | 100.0% | Q4 2025 | Feb 19, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 92,200 | 6,491 | 0.13% | 0.12% | 20 | +45,100 | 95.75% | Q4 2025 | Feb 05, 2026 |
| Jump Financial, LLC | History | New | 91,687 | 6,455 | 0.08% | — | 21 | +91,687 | New | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 86,700 | 6,104 | 0.29% | 0.3% | 22 | +43,215 | 99.38% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 85,710 | 6,034 | 0.12% | — | 23 | +85,710 | New | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 84,625 | 5,958 | 0.01% | 0.01% | 24 | +43,433 | 105.44% | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | Added to | 72,265 | 5,088 | 0.99% | 1.24% | 25 | +25,853 | 55.7% | Q4 2025 | Jan 09, 2026 |
| Mariner, LLC | History | Added to | 66,332 | 4,670 | 0.01% | 0.01% | 26 | +31,462 | 90.23% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 63,372 | 4,468 | 0.01% | 0.01% | 27 | +33,162 | 109.77% | Q4 2025 | Feb 13, 2026 |
| Turner Capital Investments, LLC | History | New | 84,396 | 4,378 | 4.96% | — | 28 | +84,396 | New | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 60,940 | 4,290 | 0.11% | 0.08% | 29 | +39,582 | 185.33% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 59,558 | 4,193 | 0.01% | 0.01% | 30 | +29,779 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 54,594 | 3,843 | 0.06% | 0.06% | 31 | +27,574 | 102.05% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Added to | 53,560 | 3,771 | 0.02% | 0.02% | 32 | +26,780 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 53,301 | 3,752 | 0.86% | 1.44% | 33 | +7,574 | 16.56% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,089 | 3,738 | 0.01% | 0.0% | 34 | +42,299 | 392.02% | Q4 2025 | Feb 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 52,229 | 3,677 | 0.12% | 0.12% | 35 | +26,114 | 100.0% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 48,310 | 3,401 | 0.0% | 0.0% | 36 | -29,791 | -38.14% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,863 | 3,299 | 0.12% | 0.13% | 37 | +23,002 | 96.4% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,151 | 3,249 | 0.03% | 0.03% | 38 | +33,845 | 275.03% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45,500 | 3,203 | 0.0% | 0.0% | 39 | +22,750 | 100.0% | Q4 2025 | Feb 06, 2026 |
| IMC-Chicago, LLC | History | New | 42,818 | 3,014 | 0.0% | — | 40 | +42,818 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 38,658 | 2,721 | 0.0% | 0.0% | 41 | +19,466 | 101.43% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 35,739 | 2,516 | 0.01% | 0.01% | 42 | +15,442 | 76.08% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 35,192 | 2,477 | 0.07% | — | 43 | +35,192 | New | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Reduced | 34,820 | 2,451 | 0.59% | 1.91% | 44 | -19,625 | -36.05% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,396 | 2,421 | 0.0% | 0.0% | 45 | +16,678 | 94.13% | Q4 2025 | Feb 10, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 33,288 | 2,343 | 4.27% | 3.93% | 46 | +18,538 | 125.68% | Q4 2025 | Jan 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 32,834 | 2,311 | 0.0% | 0.0% | 47 | +16,321 | 98.84% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,144 | 2,192 | 0.01% | 0.01% | 48 | +15,574 | 100.03% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 30,609 | 2,155 | 0.0% | 0.0% | 49 | +24,309 | 385.86% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,275 | 2,121 | 0.0% | 0.0% | 50 | +26,190 | 848.95% | Q4 2025 | Jan 08, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 29,427 | 2,071 | 0.3% | 0.29% | 51 | +15,405 | 109.86% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 29,398 | 2,069 | 0.38% | 0.33% | 52 | +20,218 | 220.24% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 29,383 | 2,068 | 0.11% | 0.03% | 53 | +24,107 | 456.92% | Q4 2025 | Feb 12, 2026 |
| Richmond Brothers, Inc. | History | Added to | 29,152 | 2,052 | 1.31% | 0.51% | 54 | +23,261 | 394.86% | Q4 2025 | Feb 12, 2026 |
| Castleview Partners, LLC | History | Added to | 28,482 | 2,005 | 0.99% | 1.47% | 55 | +8,748 | 44.33% | Q4 2025 | Jan 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 28,000 | 1,971 | 0.06% | 0.06% | 56 | +14,000 | 100.0% | Q4 2025 | Jan 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 27,612 | 1,944 | 0.37% | 0.4% | 57 | +13,101 | 90.28% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 27,439 | 1,931 | 0.85% | 0.79% | 58 | +14,764 | 116.48% | Q4 2025 | Jan 27, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 26,519 | 1,867 | 0.86% | 0.74% | 59 | +14,901 | 128.26% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | New | 26,486 | 1,864 | 0.06% | — | 60 | +26,486 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,220 | 1,846 | 0.06% | 0.07% | 61 | +13,156 | 100.7% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,759 | 1,743 | 0.01% | 0.01% | 62 | +13,896 | 127.92% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 24,183 | 1,702 | 0.06% | 0.06% | 63 | +12,263 | 102.88% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | Added to | 22,816 | 1,606 | 0.81% | 0.89% | 64 | +10,848 | 90.64% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,240 | 1,495 | 0.01% | 0.0% | 65 | +19,495 | 1117.19% | Q4 2025 | Feb 13, 2026 |
| Permanens Capital L.P. | History | Added to | 20,750 | 1,461 | 0.19% | 0.18% | 66 | +12,145 | 141.14% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 20,522 | 1,444 | 0.03% | 0.03% | 67 | +10,211 | 99.03% | Q4 2025 | Feb 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 19,979 | 1,406 | 0.16% | 0.36% | 68 | -1,424 | -6.65% | Q4 2025 | Jan 09, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 19,236 | 1,354 | 0.86% | 0.95% | 69 | +9,089 | 89.57% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Added to | 19,200 | 1,351 | 0.04% | 0.04% | 70 | +9,600 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 17,756 | 1,250 | 0.6% | 0.68% | 71 | +6,760 | 61.48% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,979 | 1,195 | 0.03% | 0.06% | 72 | +2,269 | 15.42% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,863 | 1,187 | 0.01% | 0.0% | 73 | +10,829 | 179.47% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,570 | 1,166 | 0.04% | 0.04% | 74 | +6,885 | 71.09% | Q4 2025 | Jan 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,296 | 1,147 | 0.02% | 0.02% | 75 | +7,957 | 95.42% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 16,266 | 1,145 | 0.0% | — | 76 | +16,266 | New | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 14,862 | 1,069 | 0.05% | — | 77 | +14,862 | New | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | New | 15,000 | 1,056 | 0.02% | — | 78 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 7,601 | 1,042 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 14,570 | 1,025 | 0.3% | 0.31% | 80 | +7,285 | 100.0% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,314 | 1,008 | 0.03% | 0.12% | 81 | -6,628 | -31.65% | Q4 2025 | Feb 13, 2026 |
| AmeriServ Wealth Advisors | History | Added to | 14,075 | 991 | 0.58% | 0.52% | 82 | +6,517 | 86.23% | Q4 2025 | Feb 10, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 14,028 | 987 | 0.26% | 0.26% | 83 | +7,014 | 100.0% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 13,916 | 979 | 0.02% | 0.02% | 84 | +6,917 | 98.83% | Q4 2025 | Feb 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 13,838 | 974 | 0.37% | 0.35% | 85 | +7,384 | 114.41% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 13,820 | 973 | 0.0% | 0.0% | 86 | -6,523 | -32.07% | Q4 2025 | Feb 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 13,261 | 933 | 0.31% | — | 87 | +13,261 | New | Q4 2025 | Mar 27, 2026 |
| CPR Investments Inc. | History | Added to | 12,673 | 925 | 0.62% | 0.33% | 88 | +9,314 | 277.28% | Q4 2025 | Jan 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 12,864 | 905 | 0.32% | 0.31% | 89 | +6,432 | 100.0% | Q4 2025 | Jan 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 12,360 | 870 | 0.07% | 0.06% | 90 | +6,780 | 121.51% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,210 | 859 | 0.0% | 0.0% | 91 | +6,040 | 97.89% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | New | 11,562 | 814 | 0.1% | — | 92 | +11,562 | New | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 11,466 | 807 | 0.01% | 0.01% | 93 | +6,849 | 148.34% | Q4 2025 | Jan 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,112 | 778 | 0.12% | 0.14% | 94 | +4,546 | 69.24% | Q4 2025 | Feb 18, 2026 |
| Genesis Financial Group, LLC | History | New | 10,610 | 747 | 0.43% | — | 95 | +10,610 | New | Q4 2025 | Jan 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,251 | 721 | 0.05% | 0.04% | 96 | +5,943 | 137.95% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 10,000 | 704 | 0.0% | 0.01% | 97 | +2,744 | 37.82% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | New | 9,988 | 703 | 0.0% | — | 98 | +9,988 | New | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,827 | 691 | 0.08% | 0.07% | 99 | +5,493 | 126.74% | Q4 2025 | Jan 23, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 9,600 | 676 | 0.02% | 0.02% | 100 | +4,800 | 100.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 9,600 | 675 | 0.2% | 0.2% | 101 | +4,800 | 100.0% | Q4 2025 | Jan 12, 2026 |
| DV Trading LLC | History | New | 9,100 | 640 | 0.02% | — | 102 | +9,100 | New | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 8,844 | 622 | 0.14% | 0.14% | 103 | +4,422 | 100.0% | Q4 2025 | Jan 21, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 8,813 | 620 | 0.1% | 0.09% | 104 | +4,407 | 100.02% | Q4 2025 | Feb 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,782 | 618 | 0.07% | 0.06% | 105 | +4,391 | 100.0% | Q4 2025 | Jan 27, 2026 |
| Walleye Trading LLC | History | New | 8,726 | 614 | 0.0% | — | 106 | +8,726 | New | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,696 | 612 | 0.0% | 0.0% | 107 | +4,348 | 100.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,599 | 605 | 0.01% | 0.01% | 108 | +6,036 | 235.51% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 8,483 | 597 | 0.0% | 0.0% | 109 | +5,125 | 152.62% | Q4 2025 | Feb 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 8,360 | 588 | 0.22% | 0.24% | 110 | +4,180 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,195 | 577 | 0.04% | 0.04% | 111 | +4,145 | 102.35% | Q4 2025 | Jan 21, 2026 |
| FOCUSED ALPHA, LLC | History | New | 8,085 | 569 | 0.17% | — | 112 | +8,085 | New | Q4 2025 | Feb 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 8,019 | 564 | 0.39% | 0.4% | 113 | +4,011 | 100.07% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | New | 7,976 | 561 | 0.0% | — | 114 | +7,976 | New | Q4 2025 | Feb 12, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 7,875 | 554 | 0.31% | 0.3% | 115 | +4,036 | 105.13% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,858 | 553 | 0.0% | 0.0% | 116 | +5,013 | 176.2% | Q4 2025 | Mar 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,668 | 539 | 0.0% | 0.0% | 117 | +3,834 | 100.0% | Q4 2025 | Feb 17, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 7,615 | 536 | 0.12% | 0.12% | 118 | +3,807 | 99.97% | Q4 2025 | Feb 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 7,327 | 515 | 0.41% | — | 119 | +7,327 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 7,267 | 511 | 0.07% | 0.19% | 120 | -2,258 | -23.71% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 7,112 | 500 | 0.03% | 0.03% | 121 | +3,556 | 100.0% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,828 | 480 | 0.0% | 0.0% | 122 | +3,414 | 100.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,618 | 465 | 0.0% | 0.0% | 123 | +3,309 | 100.0% | Q4 2025 | Feb 12, 2026 |
| American Alpha Advisors, LLC | History | Added to | 6,604 | 464 | 0.27% | 0.31% | 124 | +3,302 | 100.0% | Q4 2025 | Feb 17, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 6,520 | 459 | 0.03% | 0.03% | 125 | +3,060 | 88.44% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 6,508 | 458 | 0.4% | — | 126 | +6,508 | New | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 6,493 | 457 | 0.01% | 0.01% | 127 | +4,088 | 169.98% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,424 | 452 | 0.05% | 0.05% | 129 | +4,139 | 181.14% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,424 | 452 | 0.02% | 0.02% | 128 | +3,895 | 154.01% | Q4 2025 | Feb 13, 2026 |
| Grandview Asset Management LLC | History | Added to | 6,400 | 450 | 0.12% | 0.12% | 130 | +3,200 | 100.0% | Q4 2025 | Jan 26, 2026 |
| NORDEN GROUP LLC | History | Added to | 6,284 | 442 | 0.04% | 0.04% | 131 | +3,204 | 104.03% | Q4 2025 | Jan 13, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 6,063 | 426 | 0.26% | — | 132 | +6,063 | New | Q4 2025 | Feb 11, 2026 |
| Massar Capital Management, LP | History | New | 6,001 | 422 | 0.05% | — | 134 | +6,001 | New | Q4 2025 | Feb 17, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 6,003 | 422 | 0.08% | 0.07% | 133 | +3,002 | 100.03% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 5,714 | 402 | 0.05% | 0.05% | 135 | +2,917 | 104.29% | Q4 2025 | Jan 16, 2026 |
| James J. Burns & Company, LLC | History | Added to | 5,688 | 400 | 0.06% | 0.06% | 136 | +2,844 | 100.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 5,616 | 395 | 0.0% | 0.0% | 137 | +2,808 | 100.0% | Q4 2025 | Jan 30, 2026 |
| Ethos Financial Group, LLC | History | Added to | 5,488 | 386 | 0.03% | 0.03% | 138 | +2,744 | 100.0% | Q4 2025 | Jan 20, 2026 |
| Balefire, LLC | History | Added to | 5,396 | 379 | 0.07% | 0.08% | 139 | +2,458 | 83.66% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,269 | 370 | 0.01% | 0.01% | 140 | +2,634 | 99.96% | Q4 2025 | Feb 11, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 5,200 | 366 | 0.15% | — | 141 | +5,200 | New | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,200 | 366 | 0.0% | 0.0% | 142 | +2,600 | 100.0% | Q4 2025 | Jan 26, 2026 |
| FineMark National Bank & Trust | History | Added to | 5,180 | 364 | 0.01% | 0.01% | 143 | +2,590 | 100.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 4,920 | 346 | 0.13% | 0.14% | 144 | +2,405 | 95.63% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 4,911 | 345 | 0.03% | 0.03% | 145 | +2,455 | 99.96% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 4,897 | 344 | 0.01% | — | 146 | +4,897 | New | Q4 2025 | Feb 17, 2026 |
| Apriem Advisors | History | Added to | 4,884 | 343 | 0.03% | 0.03% | 147 | +2,442 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 4,848 | 341 | 0.0% | 0.0% | 148 | +2,424 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,837 | 340 | 0.0% | 0.0% | 149 | +2,418 | 99.96% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,801 | 338 | 0.0% | 0.0% | 150 | +2,401 | 100.04% | Q4 2025 | Feb 13, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 4,684 | 329 | 0.24% | 0.35% | 151 | +1,240 | 36.0% | Q4 2025 | Jan 16, 2026 |
| Hilltop Partners LLC | History | Added to | 4,672 | 328 | 0.08% | 0.1% | 152 | +2,336 | 100.0% | Q4 2025 | Feb 10, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 4,600 | 323 | 0.05% | 0.06% | 153 | +2,300 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,469 | 321 | 0.01% | 0.01% | 154 | +2,234 | 99.96% | Q4 2025 | Jan 28, 2026 |
| Aspiring Ventures, LLC | History | New | 4,531 | 319 | 0.11% | — | 155 | +4,531 | New | Q4 2025 | Jan 27, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 4,522 | 318 | 0.09% | 0.09% | 156 | +2,261 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,360 | 318 | 0.04% | 0.04% | 157 | +2,180 | 100.0% | Q4 2025 | Jan 14, 2026 |
| NWAM LLC | History | Added to | 4,130 | 300 | 0.02% | 0.02% | 158 | +1,065 | 34.75% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,244 | 298 | 0.0% | 0.0% | 159 | +2,122 | 100.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,147 | 291 | 0.0% | 0.01% | 160 | -1,553 | -27.25% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,000 | 281 | 0.02% | 0.02% | 161 | +2,000 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Partners, LLC | History | New | 3,936 | 277 | 0.07% | — | 163 | +3,936 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,948 | 277 | 0.0% | 0.01% | 162 | +1,974 | 100.0% | Q4 2025 | Jan 16, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,771 | 270 | 0.03% | 0.03% | 164 | +1,784 | 89.78% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,735 | 262 | 0.01% | — | 165 | +3,735 | New | Q4 2025 | Jan 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 3,664 | 257 | 0.06% | 0.06% | 166 | +1,832 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,608 | 254 | 0.0% | 0.0% | 167 | +1,804 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 3,602 | 253 | 0.09% | 0.09% | 168 | +1,801 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Added to | 3,480 | 245 | 0.02% | 0.02% | 169 | +1,740 | 100.0% | Q4 2025 | Feb 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,418 | 241 | 0.0% | — | 170 | +3,418 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 3,394 | 238 | 0.01% | 0.01% | 171 | +1,697 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | No change | 3,328 | 234 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,272 | 230 | 0.0% | 0.0% | 173 | +1,636 | 100.0% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 3,242 | 228 | 0.04% | 0.05% | 174 | +1,334 | 69.92% | Q4 2025 | Jan 28, 2026 |
| Aegis Wealth Management, Inc. | History | New | 3,146 | 221 | 0.17% | — | 175 | +3,146 | New | Q4 2025 | Feb 05, 2026 |
| Financial Life Planners | History | Added to | 3,094 | 217 | 0.16% | 0.09% | 176 | +2,078 | 204.53% | Q4 2025 | Jan 29, 2026 |
| Momentous Wealth Management, Inc. | History | New | 3,043 | 214 | 0.12% | — | 178 | +3,043 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,048 | 214 | 0.02% | 0.02% | 177 | +1,524 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Seek First Inc. | History | Added to | 3,018 | 212 | 0.15% | 0.15% | 179 | +1,456 | 93.21% | Q4 2025 | Jan 30, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,000 | 211 | 0.01% | 0.01% | 180 | +1,500 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 2,950 | 207 | 0.02% | — | 182 | +2,950 | New | Q4 2025 | Jan 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 2,948 | 207 | 0.05% | — | 181 | +2,948 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,937 | 206 | 0.0% | — | 183 | +2,937 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 2,900 | 204 | 0.02% | 0.03% | 184 | +1,145 | 65.24% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,462 | 173 | 0.0% | 0.0% | 185 | +721 | 41.41% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,996 | 140 | 0.0% | 0.0% | 186 | +1,002 | 100.8% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,898 | 133 | 0.0% | 0.0% | 187 | +949 | 100.0% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,870 | 131 | 0.0% | 0.0% | 188 | -756 | -28.79% | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 1,594 | 112 | 0.12% | — | 189 | +1,594 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 1,527 | 107 | 0.0% | 0.0% | 190 | +921 | 151.98% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Added to | 1,422 | 100 | 0.0% | 0.0% | 191 | +652 | 84.68% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,067 | 75 | 0.01% | 0.01% | 192 | +501 | 88.52% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 1,018 | 72 | 0.0% | 0.05% | 193 | -123,601 | -99.18% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 998 | 70 | 0.0% | 0.0% | 194 | +749 | 300.8% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 923 | 65 | 0.0% | 0.0% | 195 | +462 | 100.22% | Q4 2025 | Feb 11, 2026 |
| Monetary Solutions, Ltd | History | New | 840 | 59 | 0.06% | — | 196 | +840 | New | Q4 2025 | Feb 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 800 | 56 | 0.0% | 0.0% | 197 | +400 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 697 | 49 | 0.02% | — | 198 | +697 | New | Q4 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | New | 692 | 48 | 0.04% | — | 199 | +692 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 502 | 35 | 0.0% | 0.0% | 200 | -13 | -2.52% | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | Added to | 328 | 23 | 0.01% | 0.01% | 201 | +164 | 100.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 200 | 14 | 0.0% | 0.0% | 202 | +100 | 100.0% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Added to | 172 | 12 | 0.0% | 0.0% | 203 | +86 | 100.0% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 152 | 10 | 0.0% | 0.0% | 204 | +128 | 533.33% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 56 | 3 | 0.0% | — | 205 | +56 | New | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 30 | 2 | 0.0% | — | 206 | +30 | New | Q4 2025 | Feb 12, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 5.49% | — | -109,055 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -14,221 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.29% | — | -10,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,608 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,303 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Second Half Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,204 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,187 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,781 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,642 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITIGROUP INC | History | Reduced | 5 | 0 | — | 0.0% | — | -1,460 | -99.66% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitlin John, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 18, 2026 |
| Davidson Capital Management Inc. | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Jan 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |