FIRST TRUST EXCHANGE-TRADED FUND - QTEC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | Added to | 1,171,481 | 269,686 | 0.02% | 0.01% | 1 | +399,981 | 51.84% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 632,066 | 145,507 | 0.04% | 0.04% | 2 | +26,878 | 4.44% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 621,138 | 142,992 | 0.01% | 0.01% | 3 | +4,735 | 0.77% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 476,678 | 109,736 | 0.02% | 0.02% | 4 | -807 | -0.17% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 328,434 | 75,609 | 0.02% | 0.02% | 5 | +6,717 | 2.09% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 272,008 | 62,618 | 0.01% | 0.01% | 6 | +13,285 | 5.13% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 184,306 | 42,428 | 0.01% | — | 7 | +184,306 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 174,416 | 40,152 | 0.01% | 0.01% | 8 | -14,138 | -7.5% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 158,656 | 36,524 | 0.03% | 0.02% | 9 | +59,795 | 60.48% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 134,494 | 30,970 | 0.05% | 0.06% | 10 | -45,520 | -25.29% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 120,004 | 27,626 | 0.11% | — | 11 | +120,004 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,802 | 22,055 | 0.06% | 0.06% | 12 | -448 | -0.47% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 94,971 | 21,863 | 0.05% | 0.05% | 13 | +763 | 0.81% | Q4 2025 | Feb 11, 2026 |
| RVW Wealth, LLC | History | Reduced | 85,690 | 19,726 | 1.51% | 1.58% | 14 | -2,541 | -2.88% | Q4 2025 | Jan 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 84,390 | 19,427 | 0.02% | 0.02% | 15 | -830 | -0.97% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 78,799 | 18,140 | 0.09% | — | 16 | +78,799 | New | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 78,790 | 18,138 | 0.0% | 0.0% | 17 | +882 | 1.13% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 70,791 | 16,296 | 0.02% | 0.02% | 18 | -1,639 | -2.26% | Q4 2025 | Feb 02, 2026 |
| NewSquare Capital LLC | History | Reduced | 66,164 | 15,231 | 1.34% | 1.55% | 19 | -33,575 | -33.66% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,063 | 14,978 | 0.06% | 0.07% | 20 | -1,151 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 61,707 | 14,757 | 3.31% | 2.46% | 21 | +18,874 | 44.06% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 61,413 | 14,137 | 0.01% | 0.0% | 22 | +44,862 | 271.05% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 61,171 | 14,082 | 0.02% | 0.02% | 23 | -7,991 | -11.55% | Q4 2025 | Feb 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 60,581 | 13,946 | 2.75% | 2.84% | 24 | -447 | -0.73% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,278 | 13,646 | 0.01% | 0.01% | 25 | -799 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 50,686 | 11,668 | 0.14% | — | 26 | +50,686 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 48,577 | 11,182 | 0.02% | 0.02% | 27 | -2,393 | -4.69% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,534 | 11,172 | 0.01% | 0.01% | 28 | +471 | 0.98% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 45,645 | 10,508 | 0.01% | 0.01% | 29 | -905 | -1.94% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 45,332 | 10,435 | 0.01% | 0.01% | 30 | -12,316 | -21.36% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 40,498 | 9,323 | 0.02% | 0.02% | 31 | +2,365 | 6.2% | Q4 2025 | Jan 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 38,769 | 8,925 | 0.82% | 2.62% | 32 | -82,438 | -68.01% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,665 | 8,901 | 0.18% | 0.2% | 33 | +1,196 | 3.19% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,533 | 8,180 | 0.04% | 0.05% | 34 | -5,178 | -12.72% | Q4 2025 | Feb 17, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 35,136 | 8,088 | 3.36% | 3.4% | 35 | +711 | 2.07% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 32,877 | 7,568 | 0.03% | 0.03% | 36 | +4,340 | 15.21% | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 31,028 | 7,143 | 0.14% | 0.14% | 37 | -188 | -0.6% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 30,614 | 7,047 | 0.22% | 0.24% | 38 | +283 | 0.93% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 29,787 | 6,857 | 0.08% | 0.08% | 39 | -9,667 | -24.5% | Q4 2025 | Feb 13, 2026 |
| Maxele Advisors, LLC | History | Reduced | 29,637 | 6,822 | 5.54% | 5.92% | 40 | -268 | -0.9% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 29,399 | 6,767 | 0.05% | — | 41 | +29,399 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 26,012 | 5,988 | 0.23% | 0.26% | 42 | +6,046 | 30.28% | Q4 2025 | Feb 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,015 | 5,988 | 0.08% | 0.12% | 43 | -537 | -2.02% | Q4 2025 | Feb 06, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 24,038 | 5,533 | 0.83% | 0.93% | 44 | -1,216 | -4.82% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,828 | 5,255 | 0.0% | 0.0% | 45 | +1,653 | 7.81% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 21,990 | 5,062 | 0.06% | 0.06% | 46 | -2,065 | -8.58% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 21,833 | 5,027 | 0.06% | 0.06% | 47 | +184 | 0.85% | Q4 2025 | Feb 02, 2026 |
| Texas Yale Capital Corp. | History | No change | 21,418 | 4,930 | 0.15% | 0.15% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SFMG, LLC | History | Reduced | 21,287 | 4,900 | 0.33% | 0.35% | 49 | -671 | -3.06% | Q4 2025 | Feb 10, 2026 |
| Concentrum Wealth Management | History | Added to | 21,092 | 4,855 | 1.36% | 1.34% | 50 | +897 | 4.44% | Q4 2025 | Feb 04, 2026 |
| NWM ADVISORS, LLC | History | New | 20,481 | 4,715 | 4.1% | — | 51 | +20,481 | New | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 19,854 | 4,596 | 0.0% | 0.0% | 52 | +14,377 | 262.5% | Q4 2025 | Mar 20, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 19,877 | 4,575 | 0.08% | 0.11% | 53 | -1,449 | -6.79% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,250 | 4,431 | 0.01% | 0.01% | 54 | -47 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Holistic Financial Partners | History | Added to | 18,872 | 4,344 | 1.58% | 1.69% | 55 | +891 | 4.96% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,516 | 4,262 | 0.07% | 0.07% | 56 | +477 | 2.64% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,336 | 3,990 | 0.04% | 0.04% | 57 | -515 | -2.88% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,095 | 3,705 | 0.13% | 0.12% | 58 | +1,880 | 13.23% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,615 | 3,594 | 0.13% | 0.14% | 59 | -72 | -0.46% | Q4 2025 | Jan 21, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 15,417 | 3,552 | 1.02% | 1.05% | 60 | -759 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,398 | 3,545 | 0.13% | 0.15% | 61 | -1,871 | -10.83% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,785 | 3,403 | 0.09% | 0.09% | 62 | -310 | -2.05% | Q4 2025 | Feb 17, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 14,767 | 3,399 | 2.7% | 3.43% | 63 | -3,384 | -18.64% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,751 | 3,395 | 0.02% | 0.02% | 64 | -199 | -1.33% | Q4 2025 | Jan 29, 2026 |
| MTM Investment Management, LLC | History | No change | 14,405 | 3,316 | 1.06% | 1.05% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 13,929 | 3,206 | 0.91% | 0.93% | 66 | +100 | 0.72% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,755 | 3,166 | 0.02% | 0.02% | 67 | -794 | -5.46% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,620 | 3,135 | 0.15% | 0.17% | 68 | -1,760 | -11.44% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,580 | 3,126 | 0.04% | 0.03% | 69 | +5,548 | 69.07% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,145 | 3,026 | 0.07% | 0.07% | 70 | +1,007 | 8.3% | Q4 2025 | Jan 28, 2026 |
| Sun Financial Inc | History | New | 13,127 | 3,021 | 1.68% | — | 71 | +13,127 | New | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,100 | 3,015 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,652 | 2,912 | 0.03% | 0.03% | 73 | +201 | 1.61% | Q4 2025 | Jan 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 12,530 | 2,884 | 0.01% | 0.01% | 74 | +1,189 | 10.48% | Q4 2025 | Jan 30, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 12,356 | 2,844 | 0.69% | 0.72% | 75 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Added to | 12,257 | 2,821 | 0.06% | 0.07% | 76 | +692 | 5.98% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 12,174 | 2,802 | 0.05% | 0.06% | 77 | -1,537 | -11.21% | Q4 2025 | Mar 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 12,099 | 2,785 | 1.84% | 1.84% | 78 | +188 | 1.58% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,888 | 2,736 | 0.15% | 0.16% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,485 | 2,643 | 0.29% | 0.31% | 80 | +1,556 | 15.67% | Q4 2025 | Feb 11, 2026 |
| B&D White Capital Company, LLC | History | No change | 11,147 | 2,566 | 0.3% | 0.33% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,867 | 2,501 | 1.3% | 1.31% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 10,843 | 2,496 | 0.05% | 0.04% | 83 | +2,792 | 34.68% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,726 | 2,469 | 0.05% | 0.06% | 84 | -84 | -0.78% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,722 | 2,468 | 0.0% | 0.0% | 85 | +2,843 | 36.08% | Q4 2025 | Mar 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,356 | 2,384 | 0.0% | 0.0% | 86 | +9 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,284 | 2,367 | 0.14% | 0.17% | 87 | -1,147 | -10.03% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,252 | 2,360 | 0.0% | 0.0% | 88 | +39 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Santori & Peters, Inc. | History | Added to | 10,033 | 2,309 | 0.79% | 0.82% | 89 | +75 | 0.75% | Q4 2025 | Jan 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 10,005 | 2,303 | 0.83% | 0.97% | 90 | -509 | -4.84% | Q4 2025 | Jan 26, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 9,972 | 2,295 | 1.12% | 1.14% | 91 | -48 | -0.48% | Q4 2025 | Feb 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 9,697 | 2,232 | 0.12% | 0.13% | 92 | -238 | -2.4% | Q4 2025 | Jan 07, 2026 |
| TradeWell Securities, LLC. | History | Added to | 9,557 | 2,200 | 0.86% | 0.91% | 93 | +198 | 2.12% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,551 | 2,198 | 0.03% | 0.04% | 94 | -31 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 9,466 | 2,178 | 1.43% | — | 95 | +9,466 | New | Q4 2025 | Feb 02, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 9,405 | 2,165 | 0.11% | 0.11% | 96 | +139 | 1.5% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 9,123 | 2,100 | 0.03% | 0.03% | 97 | -384 | -4.04% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,465 | 2,044 | 0.0% | 0.0% | 98 | +121 | 1.45% | Q4 2025 | Jan 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 8,561 | 2,016 | 0.23% | 0.25% | 99 | -51 | -0.59% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,570 | 1,973 | 0.06% | 0.06% | 100 | +837 | 10.82% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,574 | 1,973 | 0.0% | 0.0% | 101 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,478 | 1,951 | 0.02% | 0.02% | 102 | +747 | 9.66% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,468 | 1,949 | 0.0% | 0.0% | 103 | -461 | -5.16% | Q4 2025 | Jan 30, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 8,451 | 1,945 | 0.6% | 0.65% | 104 | -176 | -2.04% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,199 | 1,887 | 0.0% | 0.0% | 105 | -186 | -2.22% | Q4 2025 | Feb 06, 2026 |
| OneAscent Financial Services LLC | History | New | 7,987 | 1,838 | 0.17% | — | 106 | +7,987 | New | Q4 2025 | Feb 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,524 | 1,732 | 0.25% | 0.26% | 107 | -13 | -0.17% | Q4 2025 | Feb 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 7,463 | 1,717 | 0.41% | 0.44% | 108 | +108 | 1.47% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,458 | 1,716 | 0.12% | 0.13% | 109 | +42 | 0.57% | Q4 2025 | Feb 03, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,307 | 1,682 | 0.1% | 0.11% | 110 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,201 | 1,657 | 0.04% | 0.01% | 111 | +4,962 | 221.62% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,920 | 1,649 | 0.33% | 0.37% | 112 | -191 | -2.69% | Q4 2025 | Feb 03, 2026 |
| Element Wealth, LLC | History | Reduced | 6,876 | 1,582 | 0.65% | 0.75% | 113 | -639 | -8.5% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,799 | 1,564 | 0.05% | 0.15% | 114 | -10,485 | -60.66% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 6,788 | 1,562 | 0.0% | 0.0% | 115 | -399 | -5.55% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,629 | 1,526 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,500 | 1,496 | 0.0% | — | 117 | +6,500 | New | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,416 | 1,477 | 0.01% | 0.01% | 118 | -86 | -1.32% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,320 | 1,454 | 0.0% | 0.0% | 119 | +2,914 | 85.55% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,221 | 1,432 | 0.08% | 0.09% | 120 | -225 | -3.49% | Q4 2025 | Feb 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 6,174 | 1,421 | 0.16% | 0.04% | 121 | +4,356 | 239.6% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 5,926 | 1,404 | 0.07% | — | 122 | +5,926 | New | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,078 | 1,399 | 0.02% | 0.02% | 123 | +33 | 0.55% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 6,066 | 1,396 | 0.0% | 0.0% | 124 | -58 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Reduced | 5,953 | 1,370 | 0.12% | 0.21% | 125 | -4,313 | -42.01% | Q4 2025 | Jan 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 5,837 | 1,343 | 0.65% | 0.65% | 126 | +20 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Elser Financial Planning, Inc | History | No change | 5,783 | 1,331 | 0.96% | 1.63% | 127 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,725 | 1,318 | 0.0% | 0.0% | 128 | -281 | -4.68% | Q4 2025 | Feb 18, 2026 |
| BANK HAPOALIM BM | History | Added to | 5,236 | 1,303 | 0.11% | 0.08% | 129 | +2,374 | 82.95% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,404 | 1,289 | 0.03% | 0.03% | 130 | +48 | 0.9% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,530 | 1,273 | 0.02% | 0.02% | 131 | +310 | 5.94% | Q4 2025 | Jan 22, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 5,466 | 1,273 | 0.13% | 0.13% | 132 | +73 | 1.35% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,486 | 1,263 | 0.14% | 0.05% | 133 | +3,454 | 169.98% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 5,478 | 1,261 | 0.01% | 0.02% | 134 | -137 | -2.44% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,233 | 1,204 | 0.01% | 0.01% | 135 | -198 | -3.65% | Q4 2025 | Feb 12, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 5,228 | 1,204 | 0.59% | 0.66% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,167 | 1,189 | 0.07% | 0.06% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,803 | 1,105 | 0.0% | 0.0% | 138 | -106 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 4,775 | 1,099 | 0.0% | 0.0% | 139 | +1,083 | 29.33% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,678 | 1,076 | 0.01% | 0.02% | 140 | -93 | -1.95% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,560 | 1,049 | 0.0% | 0.0% | 141 | -3,287 | -41.89% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,368 | 1,005 | 0.02% | 0.02% | 142 | -441 | -9.17% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 4,296 | 988 | 0.06% | 0.07% | 143 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,289 | 987 | 0.17% | 0.17% | 144 | -237 | -5.24% | Q4 2025 | Feb 10, 2026 |
| Sensible Money, LLC | History | No change | 4,266 | 982 | 0.31% | 0.33% | 145 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,249 | 978 | 0.01% | 0.01% | 146 | -1,250 | -22.73% | Q4 2025 | Jan 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,157 | 956 | 0.21% | 0.33% | 147 | -104 | -2.44% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,136 | 952 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 4,111 | 946 | 0.04% | 0.05% | 149 | +70 | 1.73% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 3,893 | 896 | 0.04% | 0.04% | 150 | -195 | -4.77% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 3,771 | 868 | 0.04% | 0.04% | 151 | -258 | -6.4% | Q4 2025 | Jan 27, 2026 |
| Eagle Wealth Advisors LLC | History | New | 3,753 | 863 | 0.74% | — | 152 | +3,753 | New | Q4 2025 | Jan 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 3,726 | 857 | 0.21% | 0.23% | 153 | -36 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 3,717 | 855 | 0.28% | 0.31% | 154 | -240 | -6.07% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,639 | 837 | 0.04% | 0.04% | 155 | -50 | -1.36% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,601 | 828 | 0.02% | 0.02% | 156 | -60 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 3,593 | 827 | 0.23% | 0.25% | 157 | -130 | -3.49% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,354 | 772 | 0.01% | 0.01% | 158 | -765 | -18.57% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 3,350 | 771 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 3,336 | 767 | 0.0% | 0.0% | 160 | -2,337 | -41.2% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,319 | 764 | 0.02% | 0.02% | 161 | -87 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 3,192 | 734 | 0.01% | 0.0% | 163 | +2,077 | 186.28% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,191 | 734 | 0.01% | 0.0% | 162 | +509 | 18.98% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,177 | 731 | 0.04% | — | 164 | +3,177 | New | Q4 2025 | Jan 28, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 3,204 | 729 | 0.16% | 0.17% | 165 | -33 | -1.02% | Q4 2025 | Feb 05, 2026 |
| United Advisor Group, LLC | History | Added to | 3,088 | 710 | 0.09% | 0.09% | 166 | +71 | 2.35% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,059 | 704 | 0.02% | 0.02% | 167 | -318 | -9.42% | Q4 2025 | Feb 02, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,053 | 702 | 0.25% | 0.27% | 168 | -42 | -1.36% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 2,980 | 686 | 0.0% | — | 169 | +2,980 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,980 | 686 | 0.0% | 0.0% | 170 | +254 | 9.32% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,920 | 672 | 0.01% | 0.01% | 171 | +577 | 24.63% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 2,908 | 669 | 0.02% | — | 172 | +2,908 | New | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 2,890 | 665 | 0.26% | 0.27% | 173 | -143 | -4.71% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,863 | 659 | 0.0% | 0.0% | 174 | +886 | 44.82% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,805 | 645 | 0.03% | 0.04% | 175 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 2,749 | 632 | 0.08% | 0.13% | 176 | -1,116 | -28.87% | Q4 2025 | Jan 09, 2026 |
| Eddie Patel Inc | History | New | 2,666 | 613 | 0.46% | — | 177 | +2,666 | New | Q4 2025 | Feb 17, 2026 |
| AMJ Financial Wealth Management | History | Added to | 2,641 | 607 | 0.14% | 0.11% | 178 | +544 | 25.94% | Q4 2025 | Feb 05, 2026 |
| WELCH & FORBES LLC | History | No change | 2,493 | 573 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,459 | 565 | 0.36% | 0.45% | 180 | -539 | -17.98% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,401 | 552 | 0.01% | 0.01% | 181 | -10 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | No change | 2,394 | 551 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,385 | 549 | 0.02% | 0.02% | 183 | -599 | -20.07% | Q4 2025 | Jan 13, 2026 |
| CX Institutional | History | Reduced | 2,367 | 545 | 0.02% | 0.02% | 184 | -636 | -21.18% | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,357 | 542 | 0.01% | 0.01% | 185 | -33 | -1.38% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,333 | 537 | 0.04% | 0.04% | 186 | -213 | -8.37% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 2,272 | 523 | 0.02% | 0.02% | 187 | +95 | 4.36% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Reduced | 2,236 | 515 | 0.0% | 0.0% | 188 | -1 | -0.04% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 2,235 | 514 | 0.22% | 0.19% | 189 | +301 | 15.56% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | No change | 2,225 | 512 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Royal Fund Management, LLC | History | Added to | 2,219 | 510 | 0.05% | 0.06% | 191 | +38 | 1.74% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,073 | 500 | 0.01% | 0.01% | 192 | +790 | 61.57% | Q4 2025 | Jan 26, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,150 | 495 | 0.22% | 0.22% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 2,140 | 492 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,129 | 490 | 0.01% | 0.01% | 195 | +794 | 59.48% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,109 | 485 | 0.0% | 0.0% | 196 | -90 | -4.09% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,089 | 480 | 0.02% | 0.02% | 197 | +34 | 1.65% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,074 | 477 | 0.11% | 0.11% | 198 | +17 | 0.83% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,064 | 475 | 0.03% | 0.03% | 199 | +38 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,050 | 471 | 0.01% | — | 200 | +2,050 | New | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 2,025 | 466 | 0.0% | 0.0% | 201 | -82 | -3.89% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,920 | 459 | 0.02% | 0.03% | 202 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TCP Asset Management, LLC | History | Reduced | 1,971 | 453 | 0.08% | 0.08% | 203 | -76 | -3.71% | Q4 2025 | Jan 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 1,934 | 445 | 0.84% | — | 206 | +1,934 | New | Q4 2025 | Feb 18, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,935 | 445 | 0.0% | 0.01% | 204 | -844 | -30.37% | Q4 2025 | Jan 13, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,937 | 445 | 0.32% | 0.33% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,908 | 439 | 0.05% | 0.05% | 207 | +18 | 0.95% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 1,881 | 433 | 0.0% | 0.0% | 208 | +73 | 4.04% | Q4 2025 | Feb 17, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 1,875 | 431 | 0.26% | 0.25% | 210 | +46 | 2.52% | Q4 2025 | Feb 06, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,874 | 431 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,868 | 430 | 0.07% | — | 211 | +1,868 | New | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,837 | 422 | 0.0% | 0.0% | 212 | +60 | 3.38% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,836 | 422 | 0.01% | 0.01% | 213 | -25 | -1.34% | Q4 2025 | Jan 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,827 | 420 | 0.05% | 0.05% | 214 | -5 | -0.27% | Q4 2025 | Jan 22, 2026 |
| Centerpoint Advisory Group | History | Reduced | 1,817 | 418 | 0.32% | 0.33% | 215 | -43 | -2.31% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,800 | 414 | 0.0% | 0.0% | 216 | -3,758 | -67.61% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 1,786 | 411 | 0.03% | 0.04% | 217 | -9 | -0.5% | Q4 2025 | Jan 23, 2026 |
| L & S Advisors Inc | History | No change | 1,763 | 405 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 1,757 | 404 | 0.0% | — | 219 | +1,757 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,720 | 395 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leelyn Smith, LLC | History | Reduced | 1,653 | 380 | 0.05% | 0.07% | 222 | -289 | -14.88% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,654 | 380 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,650 | 379 | 0.0% | 0.0% | 223 | +383 | 30.23% | Q4 2025 | Feb 12, 2026 |
| Old Port Advisors | History | Reduced | 1,607 | 369 | 0.09% | 0.1% | 224 | -52 | -3.13% | Q4 2025 | Jan 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,542 | 364 | 0.01% | 0.03% | 225 | +1,043 | 16.05% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,515 | 363 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,567 | 360 | 0.21% | 0.24% | 227 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 1,522 | 350 | 0.05% | 0.05% | 228 | -1 | -0.07% | Q4 2025 | Feb 03, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 1,502 | 345 | 0.08% | 0.12% | 229 | -507 | -25.24% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,475 | 339 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,441 | 331 | 0.0% | 0.0% | 231 | +57 | 4.12% | Q4 2025 | Feb 06, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 1,441 | 331 | 0.16% | 0.16% | 232 | -22 | -1.5% | Q4 2025 | Feb 05, 2026 |
| HFG Advisors, Inc. | History | No change | 1,433 | 329 | 0.24% | 0.24% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,418 | 326 | 0.0% | 0.0% | 235 | +47 | 3.43% | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,419 | 326 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 1,377 | 316 | 0.06% | 0.07% | 236 | +14 | 1.03% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,313 | 302 | 0.04% | 0.1% | 237 | -1,534 | -53.88% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | New | 1,301 | 299 | 0.06% | — | 238 | +1,301 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,299 | 299 | 0.07% | 0.08% | 239 | -77 | -5.6% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,296 | 298 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 1,294 | 297 | 0.0% | 0.0% | 241 | -704 | -35.24% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,284 | 295 | 0.1% | 0.09% | 242 | +19 | 1.5% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 1,273 | 293 | 0.13% | 0.26% | 244 | -1,299 | -50.51% | Q4 2025 | Feb 17, 2026 |
| Palogic Value Management, L.P. | History | No change | 1,277 | 293 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,251 | 287 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Reduced | 1,223 | 281 | 0.01% | 0.02% | 246 | -1,140 | -48.24% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | No change | 1,206 | 277 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,183 | 272 | 0.0% | 0.0% | 248 | -1 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Purus Wealth Management, LLC | History | No change | 1,173 | 270 | 0.08% | 0.09% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Reliant Investment Partners, LLC | History | No change | 1,170 | 269 | 0.21% | 0.21% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,167 | 268 | 0.0% | 0.0% | 251 | -140 | -10.71% | Q4 2025 | Feb 17, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 1,138 | 262 | 0.14% | 0.71% | 254 | -3,968 | -77.71% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,140 | 262 | 0.0% | 0.0% | 252 | -100 | -8.06% | Q4 2025 | Jan 26, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 1,141 | 262 | 0.05% | 0.05% | 253 | -9 | -0.78% | Q4 2025 | Feb 17, 2026 |
| jvl associates llc | History | Reduced | 1,115 | 256 | 0.08% | 0.09% | 255 | -50 | -4.29% | Q4 2025 | Jan 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,115 | 256 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,108 | 255 | 0.01% | 0.01% | 257 | +107 | 10.69% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | No change | 1,097 | 252 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,054 | 249 | 0.02% | 0.03% | 259 | -192 | -15.41% | Q4 2025 | Jan 20, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 1,075 | 247 | 0.18% | 0.18% | 260 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | No change | 1,071 | 246 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,060 | 244 | 0.01% | 0.04% | 262 | -3,731 | -77.88% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,060 | 244 | 0.0% | 0.0% | 263 | +33 | 3.21% | Q4 2025 | Mar 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,043 | 240 | 0.0% | 0.0% | 264 | -74 | -6.62% | Q4 2025 | Feb 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 1,037 | 238 | 0.03% | 0.03% | 265 | -8 | -0.77% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,000 | 230 | 0.0% | — | 266 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 987 | 227 | 0.0% | — | 267 | +987 | New | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 975 | 224 | 0.01% | — | 268 | +975 | New | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 971 | 223 | 0.01% | — | 269 | +971 | New | Q4 2025 | Feb 09, 2026 |
| Summa Corp. | History | No change | 962 | 222 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Trexquant Investment LP | History | Reduced | 962 | 221 | 0.0% | 0.0% | 271 | -22 | -2.24% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 960 | 221 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Baugh & Associates, LLC | History | Reduced | 992 | 220 | 0.11% | 0.11% | 273 | -1 | -0.1% | Q4 2025 | Jan 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 955 | 219 | 0.04% | 0.04% | 275 | +10 | 1.06% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 952 | 219 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1832 Asset Management L.P. | History | No change | 944 | 217 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 944 | 217 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 942 | 216 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 937 | 215 | 0.01% | — | 279 | +937 | New | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 928 | 213 | 0.02% | 0.04% | 280 | -1,310 | -58.53% | Q4 2025 | Jan 09, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 923 | 212 | 0.02% | 0.02% | 281 | -78 | -7.79% | Q4 2025 | Jan 26, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 901 | 207 | 0.08% | 0.1% | 282 | -232 | -20.48% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 891 | 205 | 0.02% | 0.01% | 283 | +172 | 23.92% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 892 | 205 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 889 | 204 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NWF Advisory Services Inc. | History | No change | 890 | 204 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Ballentine Partners, LLC | History | No change | 882 | 203 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVOKE WEALTH, LLC | History | No change | 880 | 202 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sather Financial Group Inc | History | No change | 875 | 201 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Excelsior Advisor Network LLC | History | New | 870 | 200 | 0.1% | — | 292 | +870 | New | Q4 2025 | Feb 13, 2026 |
| Genesee Capital Advisors, LLC | History | New | 869 | 200 | 0.08% | — | 290 | +869 | New | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | Reduced | 873 | 200 | 0.01% | 0.01% | 291 | -14 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 858 | 197 | 0.15% | — | 293 | +858 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 815 | 187 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 812 | 187 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WHITTIER TRUST CO | History | No change | 681 | 164 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | No change | 702 | 161 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 694 | 159 | 0.0% | 0.0% | 298 | -13 | -1.84% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 674 | 155 | 0.05% | 0.05% | 299 | -26 | -3.71% | Q4 2025 | Jan 22, 2026 |
| Copia Wealth Management | History | No change | 636 | 146 | 0.1% | 0.11% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 623 | 143 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 506 | 116 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 468 | 107 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 461 | 106 | 0.03% | — | 304 | +461 | New | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 444 | 102 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 365 | 84 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 297 | 68 | 0.01% | — | 307 | +297 | New | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 260 | 59 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | Added to | 230 | 52 | 0.0% | 0.0% | 309 | +75 | 48.39% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | Reduced | 219 | 50 | 0.02% | 0.02% | 310 | -14 | -6.01% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 212 | 49 | 0.0% | 0.0% | 311 | +164 | 341.67% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 200 | 46 | 0.04% | — | 315 | +200 | New | Q4 2025 | Feb 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 200 | 46 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Wealth Partners, LLC | History | No change | 203 | 46 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 201 | 46 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | No change | 182 | 41 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 175 | 40 | 0.0% | — | 317 | +175 | New | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 170 | 39 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 170 | 39 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 172 | 39 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 167 | 38 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Luken Investment Analytics, LLC | History | No change | 160 | 36 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 149 | 34 | 0.0% | — | 324 | +149 | New | Q4 2025 | Feb 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 150 | 34 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 122 | 28 | 0.0% | 0.04% | 325 | -2,000 | -94.25% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 125 | 28 | 0.02% | — | 328 | +125 | New | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 120 | 28 | 0.01% | 0.01% | 327 | +14 | 13.21% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 125 | 28 | 0.0% | 0.0% | 326 | -2 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 119 | 27 | 0.02% | — | 329 | +119 | New | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 26 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 111 | 25 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 91 | 20 | 0.0% | 0.0% | 336 | -15 | -14.15% | Q4 2025 | Jan 16, 2026 |
| Davis Capital Management | History | Reduced | 89 | 20 | 0.01% | 0.02% | 333 | -14 | -13.59% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 89 | 20 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 89 | 20 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 91 | 20 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 91 | 20 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Frazier Financial Advisors, LLC | History | New | 74 | 17 | 0.01% | — | 338 | +74 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 71 | 16 | 0.0% | 0.0% | 339 | -21 | -22.83% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 69 | 15 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 58 | 13 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 59 | 13 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 54 | 12 | 0.0% | 0.0% | 343 | +2 | 3.85% | Q4 2025 | Feb 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 52 | 11 | 0.01% | — | 347 | +52 | New | Q4 2025 | Mar 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 50 | 11 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 50 | 11 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 50 | 11 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 46 | 10 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 40 | 9 | 0.0% | 0.0% | 349 | +20 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Financial Perspectives, Inc | History | New | 35 | 8 | 0.0% | — | 350 | +35 | New | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 35 | 8 | 0.0% | — | 351 | +35 | New | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 32 | 7 | 0.0% | — | 352 | +32 | New | Q4 2025 | Jan 20, 2026 |
| Caldwell Trust Co | History | No change | 30 | 6 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 25 | 5 | 0.0% | 0.0% | 355 | -25 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 5 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 19 | 4 | 0.0% | — | 357 | +19 | New | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 14 | 3 | 0.0% | — | 359 | +14 | New | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 9 | 2 | 0.0% | — | 361 | +9 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8 | 1 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| POM Investment Strategies, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -63,114 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Miller Investment Management, LP | History | Closed out | 0 | 0 | — | 1.34% | — | -58,036 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Guided Capital Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.49% | — | -12,639 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.23% | — | -11,052 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -6,525 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,068 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,122 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -955 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -913 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -582 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -473 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cape Investment Advisory, Inc. | History | Reduced | 4 | 0 | — | 0.01% | — | -33 | -89.19% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |