GMO ETF Trust - QLTY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AIA Group Ltd | History | No change | 13,783,350 | 530,107 | 7.93% | 8.82% | 1 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 8,286,148 | 318,685 | 1.31% | — | 2 | +8,286,148 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,494,580 | 288,241 | 2.31% | 2.34% | 3 | +470,500 | 6.7% | Q4 2025 | Jan 26, 2026 |
| Legacy Advisors, LLC | History | Added to | 3,493,784 | 134,370 | 14.43% | 14.09% | 4 | +347,969 | 11.06% | Q4 2025 | Jan 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 2,501,269 | 96,199 | 0.16% | 0.03% | 5 | +986,402 | 65.11% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,240,706 | 86,177 | 0.47% | 0.21% | 6 | +1,299,496 | 138.07% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,886,749 | 72,564 | 0.08% | 0.07% | 7 | +748,613 | 65.78% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,652,954 | 63,572 | 1.14% | — | 8 | +1,652,954 | New | Q4 2025 | Jan 16, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 1,587,405 | 61,137 | 11.64% | 9.83% | 9 | +110,606 | 7.49% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,381,300 | 53,124 | 0.88% | 0.72% | 10 | +213,284 | 18.26% | Q4 2025 | Feb 03, 2026 |
| Trustees of Dartmouth College | History | No change | 1,096,022 | 42,153 | 10.72% | 10.19% | 11 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 951,420 | 36,591 | 7.03% | — | 12 | +951,420 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 838,255 | 32,239 | 0.41% | 0.4% | 13 | +3,215 | 0.39% | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | Added to | 810,984 | 31,190 | 0.6% | 0.56% | 14 | +86,987 | 12.01% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 760,417 | 30,188 | 0.04% | 0.01% | 15 | +636,315 | 512.74% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 713,028 | 27,423 | 0.01% | 0.01% | 16 | +42,591 | 6.35% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 697,527 | 26,826 | 0.07% | 0.06% | 17 | +34,762 | 5.24% | Q4 2025 | Feb 13, 2026 |
| Prodigy Asset Management LLC | History | Added to | 644,454 | 24,785 | 8.7% | 1.66% | 18 | +542,866 | 534.38% | Q4 2025 | Feb 10, 2026 |
| Auxano Advisors, LLC | History | Added to | 611,016 | 23,499 | 4.64% | 4.52% | 19 | +24,092 | 4.1% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 606,175 | 23,313 | 0.01% | 0.0% | 20 | +435,615 | 255.4% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 605,050 | 23,270 | 0.46% | 0.34% | 21 | +154,897 | 34.41% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 500,906 | 19,264 | 0.12% | 0.11% | 22 | +38,656 | 8.36% | Q4 2025 | Jan 28, 2026 |
| Colony Family Offices, LLC | History | Added to | 451,353 | 17,359 | 4.33% | 3.88% | 23 | +38,587 | 9.35% | Q4 2025 | Jan 22, 2026 |
| Verum Partners LLC | History | Added to | 423,125 | 16,273 | 3.28% | 3.12% | 24 | +16,816 | 4.14% | Q4 2025 | Jan 14, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 420,793 | 16,183 | 5.99% | 5.62% | 25 | +19,655 | 4.9% | Q4 2025 | Jan 13, 2026 |
| New Republic Capital, LLC | History | Added to | 411,333 | 15,827 | 4.22% | 3.72% | 26 | +76,381 | 22.8% | Q4 2025 | Feb 10, 2026 |
| Paragon Capital Management Ltd | History | Added to | 389,124 | 14,965 | 2.98% | 2.54% | 27 | +15,828 | 4.24% | Q4 2025 | Jan 22, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 373,373 | 14,359 | 3.15% | — | 28 | +373,373 | New | Q4 2025 | Feb 18, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 365,857 | 14,070 | 2.01% | 1.95% | 29 | +1,932 | 0.53% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 322,388 | 12,399 | 0.0% | 0.0% | 30 | +16,876 | 5.52% | Q4 2025 | Feb 10, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 308,547 | 11,866 | 9.15% | 8.35% | 31 | +1,373 | 0.45% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 263,173 | 10,123 | 0.05% | 0.06% | 32 | -6,776 | -2.51% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 244,177 | 9,391 | 1.39% | 0.82% | 33 | +122,629 | 100.89% | Q4 2025 | Feb 02, 2026 |
| Leisure Capital Management | History | Reduced | 243,443 | 9,362 | 3.1% | 3.02% | 34 | -550 | -0.23% | Q4 2025 | Jan 27, 2026 |
| Diversified Trust Co | History | Added to | 207,388 | 7,976 | 0.15% | 0.15% | 35 | +3,685 | 1.81% | Q4 2025 | Jan 09, 2026 |
| J. Mark Nickell & Co. | History | New | 206,421 | 7,938 | 7.33% | — | 36 | +206,421 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 200,937 | 7,728 | 0.02% | — | 37 | +200,937 | New | Q4 2025 | Feb 17, 2026 |
| ArchPoint Investors | History | No change | 199,000 | 7,653 | 1.81% | 1.98% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LGL PARTNERS, LLC | History | Added to | 191,709 | 7,385 | 3.15% | 2.94% | 39 | +1,545 | 0.81% | Q4 2025 | Feb 09, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 186,025 | 7,154 | 0.89% | 0.88% | 40 | +2,003 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 185,946 | 7,151 | 2.46% | 2.69% | 41 | -4,432 | -2.33% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 185,861 | 7,148 | 0.0% | 0.0% | 42 | +26,416 | 16.57% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | New | 185,715 | 7,142 | 0.08% | — | 43 | +185,715 | New | Q4 2025 | Feb 05, 2026 |
| Madison Asset Management, LLC | History | Added to | 183,547 | 7,059 | 0.08% | 0.01% | 44 | +162,760 | 782.99% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 167,067 | 6,335 | 0.01% | 0.01% | 45 | +47,811 | 40.09% | Q4 2025 | Mar 09, 2026 |
| Heritage Trust Co | History | Added to | 160,089 | 6,157 | 0.63% | 0.4% | 46 | +55,085 | 52.46% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Management, LLC | History | Reduced | 159,614 | 6,138 | 3.3% | 5.08% | 47 | -69,006 | -30.18% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 137,674 | 5,294 | 0.01% | 0.01% | 48 | +8,418 | 6.51% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 137,250 | 5,278 | 1.21% | 1.08% | 49 | +7,000 | 5.37% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 127,267 | 4,894 | 0.04% | 0.01% | 50 | +82,984 | 187.39% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 123,047 | 4,732 | 0.01% | 0.0% | 51 | +4,444 | 3.75% | Q4 2025 | Feb 06, 2026 |
| Argent Trust Co | History | Added to | 122,434 | 4,708 | 0.16% | 0.13% | 52 | +18,848 | 18.2% | Q4 2025 | Feb 10, 2026 |
| Triangle Securities Wealth Management | History | Added to | 117,730 | 4,527 | 0.95% | 0.52% | 53 | +54,741 | 86.91% | Q4 2025 | Jan 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 110,569 | 4,252 | 0.13% | 0.1% | 54 | +8,739 | 8.58% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | Added to | 105,572 | 4,060 | 0.18% | 0.16% | 55 | +6,800 | 6.88% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | New | 105,026 | 4,039 | 0.22% | — | 56 | +105,026 | New | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 98,863 | 3,802 | 0.41% | — | 57 | +98,863 | New | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 93,288 | 3,587 | 0.58% | 0.59% | 58 | -4,204 | -4.31% | Q4 2025 | Jan 20, 2026 |
| Procyon Advisors, LLC | History | New | 87,908 | 3,380 | 0.17% | — | 59 | +87,908 | New | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 85,381 | 3,283 | 0.07% | 0.04% | 60 | +40,831 | 91.65% | Q4 2025 | Feb 02, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 79,004 | 3,038 | 1.54% | 1.47% | 61 | +6,258 | 8.6% | Q4 2025 | Jan 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 78,591 | 3,022 | 0.02% | 0.02% | 62 | +1,564 | 2.03% | Q4 2025 | Jan 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 73,835 | 2,839 | 1.58% | 1.76% | 63 | +3,440 | 4.89% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 71,683 | 2,757 | 0.01% | 0.01% | 64 | -5,006 | -6.53% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | New | 68,066 | 2,617 | 0.0% | — | 65 | +68,066 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,064 | 2,463 | 0.03% | 0.03% | 66 | +1,147 | 1.82% | Q4 2025 | Jan 23, 2026 |
| Hollow Brook Wealth Management LLC | History | Added to | 62,975 | 2,422 | 0.63% | 0.51% | 67 | +3,787 | 6.4% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 57,109 | 2,196 | 0.0% | 0.0% | 68 | +43,286 | 313.14% | Q4 2025 | Feb 17, 2026 |
| EQ LLC | History | Added to | 56,905 | 2,188 | 0.63% | 0.55% | 69 | +12,476 | 28.08% | Q4 2025 | Feb 10, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 54,004 | 2,076 | 0.6% | — | 70 | +54,004 | New | Q4 2025 | Feb 13, 2026 |
| Peak Asset Management, LLC | History | Added to | 53,957 | 2,075 | 0.35% | 0.1% | 71 | +37,903 | 236.1% | Q4 2025 | Feb 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 49,728 | 1,912 | 0.0% | — | 72 | +49,728 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 47,993 | 1,845 | 0.03% | 0.03% | 73 | +12,213 | 34.13% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 46,702 | 1,796 | 0.01% | 0.01% | 74 | +15,840 | 51.33% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 42,589 | 1,637 | 0.07% | 0.07% | 75 | -3,527 | -7.65% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 38,690 | 1,488 | 0.09% | 0.1% | 76 | -6,666 | -14.7% | Q4 2025 | Feb 13, 2026 |
| Clarendon Private LLC | History | Added to | 38,440 | 1,478 | 1.25% | 0.75% | 77 | +15,647 | 68.65% | Q4 2025 | Feb 05, 2026 |
| Berkeley, Inc | History | Added to | 37,739 | 1,451 | 0.46% | 0.35% | 78 | +7,526 | 24.91% | Q4 2025 | Jan 26, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 36,790 | 1,414 | 0.96% | 0.87% | 79 | +507 | 1.4% | Q4 2025 | Feb 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 34,725 | 1,335 | 0.0% | 0.0% | 80 | +1,993 | 6.09% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,700 | 1,296 | 0.02% | 0.02% | 81 | +3,000 | 9.77% | Q4 2025 | Feb 09, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 30,856 | 1,186 | 0.22% | 0.22% | 82 | -657 | -2.08% | Q4 2025 | Feb 09, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 28,743 | 1,141 | 0.14% | 0.14% | 83 | -95 | -0.33% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26,775 | 1,029 | 0.02% | 0.02% | 84 | -3,163 | -10.57% | Q4 2025 | Feb 11, 2026 |
| Aspen Investment Management Inc | History | New | 26,590 | 1,023 | 0.31% | — | 85 | +26,590 | New | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Added to | 25,948 | 997 | 0.07% | 0.03% | 86 | +16,415 | 172.19% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 25,680 | 987 | 0.0% | — | 87 | +25,680 | New | Q4 2025 | Feb 12, 2026 |
| LAM GROUP, INC. | History | Added to | 22,930 | 881 | 0.5% | 0.44% | 88 | +3,300 | 16.81% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | No change | 21,200 | 768 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,232 | 739 | 0.0% | 0.0% | 90 | +13,098 | 213.53% | Q4 2025 | Feb 17, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 16,991 | 653 | 1.98% | — | 91 | +16,991 | New | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 15,999 | 615 | 0.07% | 0.07% | 93 | +69 | 0.43% | Q4 2025 | Jan 08, 2026 |
| Global Endowment Management, LP | History | No change | 16,000 | 615 | 0.08% | 0.07% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Northside Capital Management, LLC | History | No change | 15,680 | 603 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,625 | 562 | 0.0% | 0.0% | 95 | +2,590 | 21.52% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,308 | 550 | 0.0% | — | 96 | +14,308 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 14,216 | 546 | 0.07% | — | 97 | +14,216 | New | Q4 2025 | Jan 27, 2026 |
| Breakwater Capital Group | History | Reduced | 12,881 | 495 | 0.07% | 0.07% | 98 | -81 | -0.62% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,758 | 452 | 0.0% | — | 99 | +11,758 | New | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 11,441 | 440 | 0.06% | 0.06% | 100 | -71 | -0.62% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,670 | 410 | 0.0% | 0.0% | 101 | +4,798 | 81.71% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 10,500 | 404 | 0.0% | 0.0% | 102 | -3,500 | -25.0% | Q4 2025 | Feb 03, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,022 | 385 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,793 | 376 | 0.0% | 0.0% | 104 | +250 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,877 | 341 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,626 | 331 | 0.01% | 0.0% | 106 | +2,598 | 43.1% | Q4 2025 | Feb 17, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 8,495 | 326 | 0.07% | 0.05% | 107 | +2,120 | 33.25% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,398 | 322 | 0.0% | — | 108 | +8,398 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,101 | 311 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Innova Wealth Partners | History | New | 8,048 | 309 | 0.16% | — | 110 | +8,048 | New | Q4 2025 | Jan 07, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,781 | 299 | 0.01% | 0.01% | 111 | +26 | 0.34% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 7,544 | 290 | 0.0% | 0.0% | 112 | +903 | 13.6% | Q4 2025 | Jan 29, 2026 |
| Heron Bay Capital Management | History | Reduced | 7,418 | 285 | 0.05% | 0.07% | 113 | -2,454 | -24.86% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 7,122 | 273 | 0.0% | 0.0% | 114 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,728 | 258 | 0.0% | 0.0% | 115 | -1,450 | -17.73% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,569 | 252 | 0.0% | 0.0% | 116 | +552 | 9.17% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,515 | 250 | 0.02% | 0.02% | 117 | +2 | 0.03% | Q4 2025 | Feb 20, 2026 |
| AE Wealth Management LLC | History | New | 6,462 | 248 | 0.0% | — | 118 | +6,462 | New | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | New | 5,497 | 211 | 0.0% | — | 119 | +5,497 | New | Q4 2025 | Feb 11, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 4,627 | 177 | 0.11% | 0.13% | 120 | -424 | -8.39% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,000 | 153 | 0.01% | — | 121 | +4,000 | New | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,559 | 136 | 0.01% | — | 122 | +3,559 | New | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,550 | 136 | 0.01% | — | 123 | +3,550 | New | Q4 2025 | Feb 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,850 | 71 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 1,567 | 60 | 0.0% | 0.0% | 125 | +12 | 0.77% | Q4 2025 | Jan 26, 2026 |
| Clarity Asset Management, Inc. | History | New | 942 | 36 | 0.02% | — | 126 | +942 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | New | 895 | 34 | 0.0% | — | 127 | +895 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 741 | 28 | 0.0% | 0.0% | 128 | +1 | 0.14% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | No change | 695 | 26 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 666 | 25 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 566 | 21 | 0.0% | — | 131 | +566 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 462 | 18 | 0.0% | — | 133 | +462 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 479 | 18 | 0.0% | 0.0% | 132 | +443 | 1230.56% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 410 | 15 | 0.01% | — | 134 | +410 | New | Q4 2025 | Mar 02, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 325 | 12 | 0.01% | — | 135 | +325 | New | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 274 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 277 | 10 | 0.0% | 0.0% | 137 | +62 | 28.84% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | New | 245 | 9 | 0.0% | — | 138 | +245 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | No change | 142 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | New | 122 | 4 | 0.0% | — | 140 | +122 | New | Q4 2025 | Feb 26, 2026 |
| GAMMA Investing LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,958 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,931 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,434 | -100.0% | Q3 2025 | Oct 09, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,732 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,651 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Coston, McIsaac & Partners | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |