Global X Funds - QYLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 11,586,603 | 204,735 | 0.06% | 0.06% | 1 | +312,055 | 2.77% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 11,403,699 | 201,503 | 0.01% | 0.01% | 2 | -80,313 | -0.7% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,852,861 | 85,750 | 0.01% | 0.01% | 3 | -274,970 | -5.36% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,105,971 | 72,552 | 0.01% | 0.01% | 4 | -93,655 | -2.23% | Q4 2025 | Feb 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,849,837 | 68,026 | 0.35% | 0.36% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,950,424 | 52,133 | 0.02% | 0.02% | 6 | -4,154 | -0.14% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,599,939 | 46,020 | 0.01% | 0.01% | 7 | -508,362 | -16.35% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 2,545,651 | 44,982 | 0.12% | 0.13% | 8 | -60,317 | -2.31% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,376,624 | 41,997 | 0.06% | 0.07% | 9 | -753,279 | -24.07% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,999,044 | 35,323 | 0.04% | 0.04% | 10 | -51,340 | -2.5% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,785,168 | 31,544 | 0.01% | — | 11 | +1,785,168 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,783,241 | 31,509 | 0.01% | 0.01% | 12 | -411,885 | -18.76% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,338,566 | 23,704 | 0.04% | 0.04% | 13 | +48,294 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 1,337,693 | 23,637 | 0.27% | 0.27% | 14 | -10,012 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Foguth Wealth Management, LLC. | History | New | 1,244,664 | 22,005 | 3.41% | — | 15 | +1,244,664 | New | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,152,650 | 20,609 | 0.98% | 1.14% | 16 | -61,348 | -5.05% | Q4 2025 | Jan 21, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,111,105 | 19,633 | 6.94% | 6.71% | 17 | +20,450 | 1.88% | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 1,099,407 | 19,426 | 0.5% | 0.68% | 18 | -106,458 | -8.83% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,086,860 | 19,204 | 0.01% | 0.0% | 19 | +110,438 | 11.31% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,002,702 | 17,717 | 0.27% | 0.28% | 20 | +14,641 | 1.48% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 964,519 | 17,043 | 0.05% | 0.05% | 21 | -3,376 | -0.35% | Q4 2025 | Feb 05, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 753,812 | 13,319 | 7.03% | 6.34% | 22 | +52,023 | 7.41% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 716,090 | 12,653 | 0.03% | 0.03% | 23 | +32,565 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 632,074 | 11,169 | 0.03% | 0.02% | 24 | +35,272 | 5.91% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 618,152 | 10,922 | 0.28% | 0.29% | 25 | -55,041 | -8.18% | Q4 2025 | Feb 03, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 613,338 | 10,837 | 3.51% | 4.58% | 26 | -44,557 | -6.77% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 603,803 | 10,669 | 0.01% | 0.01% | 27 | +6,217 | 1.04% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 598,333 | 10,572 | 0.01% | 0.01% | 28 | -3,085 | -0.51% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 586,350 | 10,360 | 0.0% | 0.0% | 29 | +397,626 | 210.69% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 547,357 | 9,671 | 0.2% | 0.19% | 30 | +42,852 | 8.49% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 527,877 | 9,327 | 0.04% | 0.04% | 31 | +14,366 | 2.8% | Q4 2025 | Feb 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 517,009 | 9,135 | 3.67% | 3.58% | 32 | -16,721 | -3.13% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 489,158 | 8,643 | 2.02% | 2.24% | 33 | -48,310 | -8.99% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 483,946 | 8,551 | 0.02% | 0.01% | 34 | +129,605 | 36.58% | Q4 2025 | Mar 16, 2026 |
| Thrive Capital Management, LLC | History | Added to | 475,501 | 8,402 | 1.87% | 1.51% | 35 | +130,473 | 37.82% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 475,085 | 8,394 | 0.02% | 0.04% | 36 | -278,000 | -36.91% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 474,684 | 8,387 | 0.57% | 0.6% | 37 | -18,586 | -3.77% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 432,687 | 7,645 | 0.18% | 0.02% | 38 | +381,260 | 741.36% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 384,067 | 6,786 | 0.03% | 0.03% | 39 | +44,934 | 13.25% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 356,445 | 6,298 | 0.04% | 0.04% | 40 | +8,931 | 2.57% | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 340,402 | 6,014 | 9.09% | 8.52% | 41 | +17,612 | 5.46% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 334,082 | 5,903 | 0.02% | 0.02% | 42 | +39,549 | 13.43% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 327,075 | 5,779 | 0.03% | 0.03% | 43 | +13,074 | 4.16% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 311,633 | 5,506 | 0.0% | — | 44 | +311,633 | New | Q4 2025 | Mar 25, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 307,442 | 5,432 | 0.84% | 0.83% | 45 | -19,833 | -6.06% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Added to | 307,387 | 5,431 | 0.26% | 0.23% | 46 | +46,944 | 18.02% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Reduced | 287,437 | 5,074 | 0.01% | 0.01% | 47 | -44,413 | -13.38% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 282,574 | 4,993 | 0.04% | — | 48 | +282,574 | New | Q4 2025 | Feb 18, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 272,248 | 4,810 | 1.3% | 1.36% | 49 | +2,877 | 1.07% | Q4 2025 | Feb 09, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 271,916 | 4,804 | 3.28% | 3.45% | 50 | +535 | 0.2% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 268,487 | 4,744 | 0.06% | 0.06% | 51 | -1,847 | -0.68% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 262,721 | 4,642 | 0.05% | 0.06% | 52 | -17,726 | -6.32% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 243,439 | 4,301 | 0.01% | 0.01% | 53 | +1,931 | 0.8% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 235,444 | 4,160 | 0.1% | 0.07% | 54 | +55,074 | 30.53% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 233,078 | 4,118 | 0.74% | 0.63% | 55 | +41,620 | 21.74% | Q4 2025 | Feb 06, 2026 |
| IMC-Chicago, LLC | History | Reduced | 227,768 | 4,024 | 0.0% | 0.0% | 56 | -265,855 | -53.86% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 224,609 | 3,968 | 0.09% | 0.06% | 57 | +73,686 | 48.82% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 223,856 | 3,955 | 0.05% | 0.07% | 58 | -1,516 | -0.67% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 221,009 | 3,905 | 0.02% | 0.02% | 59 | +9,548 | 4.52% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 206,188 | 3,643 | 0.0% | 0.0% | 60 | +11,176 | 5.73% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 205,584 | 3,632 | 0.01% | 0.01% | 61 | +11,686 | 6.03% | Q4 2025 | Jan 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 201,939 | 3,568 | 0.12% | 0.11% | 62 | +20,320 | 11.19% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 199,700 | 3,528 | 0.0% | 0.0% | 63 | +1,657 | 0.84% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 193,007 | 3,410 | 0.08% | — | 64 | +193,007 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 190,454 | 3,365 | 0.0% | 0.0% | 65 | -26,420 | -12.18% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 185,213 | 3,272 | 0.0% | 0.0% | 66 | +17,627 | 10.52% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 184,480 | 3,259 | 0.35% | 0.37% | 67 | -9,624 | -4.96% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 181,998 | 3,215 | 0.05% | 0.07% | 68 | -86,641 | -32.25% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 176,884 | 3,125 | 0.01% | 0.01% | 69 | +13,353 | 8.17% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 175,541 | 3,101 | 0.02% | 0.02% | 70 | -70,844 | -28.75% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 171,877 | 3,073 | 0.1% | 0.1% | 71 | +222 | 0.13% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 172,056 | 3,040 | 0.09% | 0.09% | 72 | +5,856 | 3.52% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 167,062 | 2,951 | 0.0% | 0.0% | 73 | -1,317 | -0.78% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 165,635 | 2,926 | 0.32% | 0.47% | 74 | -88,150 | -34.73% | Q4 2025 | Mar 03, 2026 |
| Anchor Capital Management Group Inc | History | No change | 169,500 | 2,883 | 1.46% | 1.46% | 75 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 162,787 | 2,876 | 0.1% | 0.09% | 76 | +30,500 | 23.06% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 161,181 | 2,848 | 0.08% | 0.14% | 77 | +34,202 | 26.94% | Q4 2025 | Feb 10, 2026 |
| Redwood Financial Network Corp | History | Reduced | 158,326 | 2,797 | 1.78% | 1.75% | 78 | -4,416 | -2.71% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 156,249 | 2,760 | 0.01% | 0.01% | 79 | +80,154 | 105.33% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 143,455 | 2,534 | 0.08% | 0.02% | 80 | +110,977 | 341.7% | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | Added to | 143,010 | 2,524 | 1.29% | 1.32% | 81 | +11,982 | 9.14% | Q4 2025 | Feb 18, 2026 |
| RDA Financial Network | History | Added to | 141,462 | 2,499 | 0.6% | 0.59% | 82 | +275 | 0.19% | Q4 2025 | Jan 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 140,901 | 2,481 | 0.33% | 0.32% | 83 | +3,052 | 2.21% | Q4 2025 | Jan 21, 2026 |
| Rockport Wealth LLC | History | Added to | 136,865 | 2,418 | 0.47% | 0.41% | 84 | +18,287 | 15.42% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Reduced | 134,076 | 2,369 | 0.65% | 0.72% | 85 | -10,520 | -7.28% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 133,087 | 2,351 | 0.14% | 0.15% | 86 | -2,534 | -1.87% | Q4 2025 | Feb 18, 2026 |
| SageGuard Financial Group, LLC | History | New | 127,468 | 2,252 | 0.36% | — | 87 | +127,468 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 127,129 | 2,246 | 0.08% | 0.18% | 88 | -33,109 | -20.66% | Q4 2025 | Feb 04, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 124,371 | 2,197 | 1.9% | 1.56% | 89 | -1,930 | -1.53% | Q4 2025 | Feb 09, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 122,327 | 2,161 | 0.78% | 0.79% | 90 | -907 | -0.74% | Q4 2025 | Jan 28, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 122,004 | 2,155 | 0.23% | 0.23% | 91 | -8,822 | -6.74% | Q4 2025 | Jan 27, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 121,710 | 2,151 | 0.01% | 0.01% | 92 | +12,900 | 11.86% | Q4 2025 | Feb 11, 2026 |
| J. Team Financial, Inc. | History | Added to | 120,564 | 2,130 | 2.13% | 2.04% | 93 | +2,217 | 1.87% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 120,388 | 2,127 | 0.1% | 0.07% | 94 | +54,205 | 81.9% | Q4 2025 | Jan 28, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 119,976 | 2,119 | 0.35% | 0.55% | 95 | -58,665 | -32.84% | Q4 2025 | Jan 26, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 118,233 | 2,089 | 0.26% | 0.25% | 96 | +4,259 | 3.74% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 115,163 | 2,034 | 0.07% | 0.07% | 97 | +572 | 0.5% | Q4 2025 | Jan 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 113,225 | 2,000 | 0.61% | 0.59% | 98 | +5,622 | 5.22% | Q4 2025 | Jan 26, 2026 |
| VICUS CAPITAL | History | Added to | 112,156 | 1,981 | 0.15% | 0.14% | 99 | +4,105 | 3.8% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 109,880 | 1,959 | 0.0% | 0.0% | 100 | +972 | 0.89% | Q4 2025 | Jan 08, 2026 |
| Fiduciary Group, LLC | History | Reduced | 109,063 | 1,927 | 0.16% | 0.16% | 101 | -36 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 102,650 | 1,813 | 0.22% | 0.16% | 102 | +30,516 | 42.3% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,255,044 | 1,812 | 0.0% | 0.0% | 103 | +10,152,545 | 9905.02% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 100,224 | 1,770 | 0.0% | 0.0% | 104 | +71,751 | 252.0% | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | Reduced | 98,785 | 1,745 | 0.04% | 0.04% | 105 | -13,386 | -11.93% | Q4 2025 | Feb 11, 2026 |
| BKM Wealth Management, LLC | History | Added to | 98,575 | 1,741 | 0.64% | 0.5% | 106 | +19,205 | 24.2% | Q4 2025 | Jan 29, 2026 |
| APS Management Group, Inc. | History | Added to | 98,439 | 1,739 | 1.49% | 1.47% | 107 | +498 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 98,069 | 1,732 | 0.62% | 0.78% | 108 | -26,832 | -21.48% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 94,507 | 1,669 | 0.03% | 0.04% | 109 | -10,901 | -10.34% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 93,434 | 1,650 | 0.0% | 0.0% | 110 | -308,612 | -76.76% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 93,363 | 1,649 | 0.23% | — | 111 | +93,363 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 90,543 | 1,599 | 0.04% | 0.04% | 112 | +8,862 | 10.85% | Q4 2025 | Feb 17, 2026 |
| SHARPEPOINT LLC | History | Added to | 90,526 | 1,599 | 0.96% | 1.27% | 113 | +7,513 | 9.05% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 90,182 | 1,593 | 0.07% | 0.09% | 114 | +34,274 | 61.3% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 89,542 | 1,582 | 0.03% | 0.02% | 115 | +7,439 | 9.06% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 809,887 | 1,569 | 0.04% | 0.31% | 116 | -136,785 | -14.45% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 87,499 | 1,546 | 0.04% | 0.04% | 117 | -10,771 | -10.96% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 85,970 | 1,523 | 0.4% | 0.32% | 118 | +18,422 | 27.27% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Added to | 85,960 | 1,518 | 0.04% | 0.04% | 119 | +1,805 | 2.14% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 84,984 | 1,501 | 0.0% | 0.0% | 120 | +77,546 | 1042.57% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 84,174 | 1,487 | 0.02% | 0.01% | 121 | +18,927 | 29.01% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Added to | 84,073 | 1,485 | 0.04% | 0.04% | 122 | +7,273 | 9.47% | Q4 2025 | Feb 19, 2026 |
| Register Financial Advisors LLC | History | Reduced | 83,825 | 1,481 | 0.58% | 0.62% | 123 | -8,150 | -8.86% | Q4 2025 | Jan 21, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 83,004 | 1,466 | 0.11% | 0.16% | 124 | -43,690 | -34.48% | Q4 2025 | Feb 06, 2026 |
| PMG Family Office LLC | History | Reduced | 81,898 | 1,447 | 1.67% | 1.82% | 125 | -13,933 | -14.54% | Q4 2025 | Jan 28, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 80,330 | 1,419 | 0.1% | 0.11% | 126 | -6,748 | -7.75% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 79,786 | 1,409 | 0.03% | 0.03% | 127 | +2,308 | 2.98% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 79,682 | 1,407 | 0.02% | 0.02% | 128 | -16,870 | -17.47% | Q4 2025 | Feb 02, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 78,372 | 1,384 | 0.38% | 0.36% | 129 | +32 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 76,915 | 1,359 | 0.04% | — | 130 | +76,915 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 76,159 | 1,345 | 0.02% | 0.02% | 131 | +15,360 | 25.26% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 72,102 | 1,274 | 0.02% | 0.02% | 132 | +10,879 | 17.77% | Q4 2025 | Mar 12, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 71,837 | 1,269 | 0.18% | 0.18% | 133 | -1,854 | -2.52% | Q4 2025 | Jan 06, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 70,827 | 1,252 | 1.0% | 0.93% | 134 | -2,102 | -2.88% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Added to | 69,520 | 1,228 | 0.0% | 0.0% | 135 | +1,075 | 1.57% | Q4 2025 | Jan 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 68,365 | 1,208 | 0.15% | 0.15% | 136 | -300 | -0.44% | Q4 2025 | Jan 13, 2026 |
| Atria Investments, Inc | History | Reduced | 68,107 | 1,203 | 0.01% | 0.02% | 137 | -17,917 | -20.83% | Q4 2025 | Feb 05, 2026 |
| Premier Private Wealth Management LLC | History | New | 66,294 | 1,185 | 1.23% | — | 138 | +66,294 | New | Q4 2025 | Feb 11, 2026 |
| HF Advisory Group, LLC | History | Added to | 66,881 | 1,181 | 0.41% | 0.39% | 139 | +4,049 | 6.44% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 66,681 | 1,178 | 0.07% | 0.16% | 140 | -62,513 | -48.39% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 66,423 | 1,173 | 0.0% | 0.0% | 141 | -3,294 | -4.72% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 65,923 | 1,164 | 0.02% | — | 142 | +65,923 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 64,437 | 1,138 | 0.04% | 0.03% | 143 | +5,727 | 9.75% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 64,285 | 1,135 | 0.01% | 0.01% | 144 | -2,251 | -3.38% | Q4 2025 | Jan 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 63,701 | 1,125 | 0.02% | 0.02% | 145 | +4,109 | 6.9% | Q4 2025 | Feb 05, 2026 |
| Bensler, LLC | History | Reduced | 62,889 | 1,111 | 0.11% | 0.11% | 146 | -67 | -0.11% | Q4 2025 | Feb 04, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 61,994 | 1,095 | 0.34% | 0.36% | 147 | -3,273 | -5.01% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Reduced | 61,506 | 1,086 | 0.23% | 0.28% | 148 | -461 | -0.74% | Q4 2025 | Feb 12, 2026 |
| Jupiter Wealth Management LLC | History | No change | 62,034 | 1,086 | 0.48% | 0.5% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 61,349 | 1,084 | 0.38% | 0.6% | 150 | -25,796 | -29.6% | Q4 2025 | Feb 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 60,670 | 1,072 | 0.37% | 0.36% | 151 | -4,041 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 60,482 | 1,068 | 0.22% | 0.25% | 152 | -3,536 | -5.52% | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | New | 59,045 | 1,043 | 0.2% | — | 153 | +59,045 | New | Q4 2025 | Jan 14, 2026 |
| Compass Financial Services Inc | History | Added to | 57,522 | 1,016 | 0.44% | 0.38% | 154 | +7,108 | 14.1% | Q4 2025 | Feb 27, 2026 |
| McAdam, LLC | History | Added to | 57,336 | 1,013 | 0.05% | 0.04% | 155 | +7,922 | 16.03% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 56,614 | 1,000 | 0.08% | 0.09% | 156 | -3,260 | -5.44% | Q4 2025 | Jan 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 54,843 | 969 | 0.06% | 0.11% | 157 | -57,276 | -51.09% | Q4 2025 | Jan 30, 2026 |
| Keystone Financial Group | History | No change | 54,633 | 965 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 52,814 | 933 | 0.11% | 0.12% | 159 | -1,752 | -3.21% | Q4 2025 | Jan 26, 2026 |
| Astra Wealth Partners LLC | History | Added to | 52,500 | 927 | 0.55% | 0.3% | 160 | +25,700 | 95.9% | Q4 2025 | Feb 02, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 52,374 | 925 | 0.5% | 0.51% | 161 | -1,848 | -3.41% | Q4 2025 | Feb 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 51,652 | 912 | 0.03% | 0.13% | 162 | -212,271 | -80.43% | Q4 2025 | Jan 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 51,433 | 908 | 0.02% | 0.03% | 163 | -54,409 | -51.41% | Q4 2025 | Feb 05, 2026 |
| XML Financial, LLC | History | Reduced | 50,239 | 887 | 0.07% | 0.07% | 164 | -1,367 | -2.65% | Q4 2025 | Feb 11, 2026 |
| Benchmark Financial, LLC | History | New | 50,000 | 883 | 0.88% | — | 165 | +50,000 | New | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 49,205 | 869 | 0.01% | 0.02% | 166 | -67,147 | -57.71% | Q4 2025 | Feb 12, 2026 |
| PSI Advisors, LLC | History | Added to | 49,000 | 865 | 0.22% | 0.2% | 167 | +3,433 | 7.53% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 47,834 | 845 | 0.0% | 0.01% | 168 | -74,334 | -60.85% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 47,559 | 840 | 0.0% | 0.0% | 169 | -5,439 | -10.26% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 47,748 | 816 | 0.0% | 0.0% | 170 | -1 | -0.0% | Q4 2025 | Feb 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 44,911 | 793 | 0.17% | 0.17% | 171 | -58 | -0.13% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 44,368 | 783 | 0.0% | 0.0% | 172 | +20,663 | 87.17% | Q4 2025 | Jan 26, 2026 |
| TLWM | History | Added to | 41,155 | 727 | 0.13% | 0.12% | 173 | +431 | 1.06% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,805 | 721 | 0.01% | 0.01% | 174 | +3,263 | 8.69% | Q4 2025 | Jan 23, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 40,351 | 712 | 0.07% | 0.07% | 175 | -1,260 | -3.03% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 39,617 | 700 | 0.03% | 0.03% | 176 | -2,593 | -6.14% | Q4 2025 | Feb 12, 2026 |
| Garner Asset Management Corp | History | Reduced | 39,635 | 700 | 0.27% | 0.29% | 177 | -1,997 | -4.8% | Q4 2025 | Feb 03, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 39,223 | 693 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,186 | 692 | 0.0% | 0.0% | 179 | +1,148 | 3.02% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Wealth | History | Reduced | 40,549 | 690 | 0.0% | 0.0% | 180 | -13,541 | -25.03% | Q4 2025 | Feb 13, 2026 |
| Collier Financial | History | Added to | 38,678 | 683 | 0.51% | 0.46% | 181 | +2,997 | 8.4% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 38,588 | 681 | 0.05% | 0.05% | 182 | -4,795 | -11.05% | Q4 2025 | Feb 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 37,995 | 671 | 0.04% | 0.03% | 183 | +3,931 | 11.54% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 37,521 | 663 | 0.03% | 0.03% | 184 | -3,423 | -8.36% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 37,232 | 657 | 0.03% | 0.03% | 185 | -1,097 | -2.86% | Q4 2025 | Jan 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 36,920 | 652 | 0.12% | 0.14% | 186 | -5,393 | -12.75% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,771 | 649 | 0.01% | 0.01% | 187 | +577 | 1.59% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 35,231 | 622 | 0.27% | 0.27% | 188 | +969 | 2.83% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 35,009 | 618 | 0.43% | 0.42% | 189 | -65 | -0.19% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 34,960 | 617 | 0.01% | 0.02% | 190 | +47 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 34,221 | 604 | 0.03% | 0.03% | 191 | +4,061 | 13.46% | Q4 2025 | Feb 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 33,967 | 599 | 0.13% | 0.19% | 192 | -15,507 | -31.34% | Q4 2025 | Feb 05, 2026 |
| Westend Capital Management, LLC | History | No change | 33,805 | 597 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 33,413 | 590 | 0.01% | 0.01% | 194 | +604 | 1.84% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 33,114 | 588 | 0.01% | 0.02% | 195 | -1,075 | -3.14% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,956 | 582 | 0.0% | 0.0% | 196 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,927 | 581 | 0.01% | 0.01% | 197 | +2,502 | 8.22% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 32,364 | 571 | 0.0% | — | 198 | +32,364 | New | Q4 2025 | Feb 18, 2026 |
| Front Row Advisors LLC | History | No change | 31,660 | 559 | 0.19% | 0.18% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 30,656 | 541 | 0.02% | 0.02% | 200 | +638 | 2.13% | Q4 2025 | Feb 10, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 30,609 | 540 | 0.14% | 0.13% | 201 | +1,463 | 5.02% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 30,094 | 531 | 0.03% | 0.02% | 202 | +5,070 | 20.26% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 30,011 | 530 | 0.49% | 0.48% | 203 | +1,006 | 3.47% | Q4 2025 | Jan 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 29,409 | 526 | 0.04% | 0.05% | 204 | -2,202 | -6.97% | Q4 2025 | Jan 20, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 29,515 | 521 | 0.32% | 0.34% | 205 | -1,130 | -3.69% | Q4 2025 | Jan 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 29,242 | 516 | 0.01% | — | 206 | +29,242 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 29,242 | 516 | 0.02% | 0.03% | 207 | +137 | 0.47% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 28,947 | 509 | 0.02% | 0.02% | 208 | -56 | -0.19% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 28,654 | 506 | 0.14% | 0.11% | 209 | -339 | -1.17% | Q4 2025 | Jan 12, 2026 |
| Genesis Financial Group, LLC | History | New | 27,973 | 494 | 0.29% | — | 210 | +27,973 | New | Q4 2025 | Jan 16, 2026 |
| IFG Advisory, LLC | History | Added to | 27,278 | 482 | 0.02% | 0.02% | 211 | +1,640 | 6.4% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 26,430 | 467 | 0.02% | 0.02% | 212 | +2,535 | 10.61% | Q4 2025 | Jan 12, 2026 |
| Synergy Investment Management, LLC | History | Added to | 26,343 | 465 | 0.16% | 0.11% | 213 | +8,752 | 49.75% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 26,302 | 464 | 0.0% | 0.0% | 214 | -21,369 | -44.83% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 25,529 | 451 | 0.02% | 0.02% | 215 | -572 | -2.19% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 25,456 | 449 | 0.03% | 0.03% | 216 | +714 | 2.89% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,579 | 434 | 0.02% | 0.02% | 217 | +966 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | No change | 24,562 | 434 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 24,500 | 432 | 0.14% | 0.12% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 23,962 | 423 | 0.15% | 0.17% | 220 | +5 | 0.02% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | Added to | 23,880 | 421 | 0.01% | 0.01% | 221 | +13,350 | 126.78% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | New | 23,820 | 420 | 0.01% | — | 222 | +23,820 | New | Q4 2025 | Feb 04, 2026 |
| MBL Wealth, LLC | History | No change | 23,567 | 416 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ELCO Management Co., LLC | History | Reduced | 23,400 | 413 | 0.26% | 0.23% | 224 | -2,800 | -10.69% | Q4 2025 | Feb 04, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 22,885 | 404 | 0.61% | 0.5% | 225 | +5,563 | 32.12% | Q4 2025 | Feb 25, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,752 | 402 | 0.0% | 0.0% | 226 | +420 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 22,439 | 397 | 0.39% | — | 228 | +22,439 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 22,470 | 397 | 0.0% | 0.0% | 227 | -11,506 | -33.87% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,416 | 396 | 0.01% | 0.01% | 229 | +645 | 2.96% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 22,271 | 393 | 0.09% | 0.07% | 230 | +330 | 1.5% | Q4 2025 | Feb 17, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 22,100 | 390 | 0.45% | 0.3% | 231 | +5,250 | 31.16% | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 22,032 | 389 | 0.03% | 0.03% | 232 | -1,163 | -5.01% | Q4 2025 | Jan 29, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 21,815 | 385 | 0.11% | 0.08% | 233 | +4,638 | 27.0% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,552 | 380 | 0.01% | 0.01% | 234 | -1,967 | -8.36% | Q4 2025 | Jan 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 21,474 | 379 | 0.16% | — | 235 | +21,474 | New | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,416 | 378 | 0.03% | 0.03% | 236 | +629 | 3.03% | Q4 2025 | Jan 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 21,177 | 374 | 0.02% | 0.03% | 237 | -2,659 | -11.16% | Q4 2025 | Feb 13, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 21,194 | 374 | 0.3% | 0.31% | 238 | -1,965 | -8.48% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 20,858 | 369 | 0.0% | — | 239 | +20,858 | New | Q4 2025 | Feb 05, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 20,655 | 364 | 0.28% | 0.5% | 240 | -24,268 | -54.02% | Q4 2025 | Jan 28, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 20,261 | 358 | 0.04% | 0.05% | 241 | +4,196 | 26.12% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 20,037 | 354 | 0.02% | 0.02% | 242 | +4,428 | 28.37% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | Reduced | 19,552 | 345 | 0.08% | 0.1% | 243 | -3,691 | -15.88% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 19,040 | 336 | 0.02% | 0.02% | 244 | -159 | -0.83% | Q4 2025 | Mar 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 18,958 | 334 | 0.06% | 0.09% | 245 | -7,631 | -28.7% | Q4 2025 | Jan 28, 2026 |
| Alteri Wealth LLC | History | Added to | 18,957 | 334 | 0.11% | 0.11% | 246 | +237 | 1.27% | Q4 2025 | Feb 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 18,886 | 333 | 0.23% | — | 247 | +18,886 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 18,599 | 328 | 0.0% | 0.0% | 248 | -3,132 | -14.41% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 18,411 | 325 | 0.1% | 0.1% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,131 | 320 | 0.05% | — | 250 | +18,131 | New | Q4 2025 | Feb 18, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 18,151 | 320 | 0.23% | 0.22% | 251 | +845 | 4.88% | Q4 2025 | Jan 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 18,061 | 319 | 0.04% | 0.05% | 253 | -4,036 | -18.26% | Q4 2025 | Jan 15, 2026 |
| Intrua Financial, LLC | History | Added to | 18,076 | 319 | 0.03% | 0.03% | 252 | +139 | 0.77% | Q4 2025 | Feb 05, 2026 |
| Reliant Wealth Planning | History | No change | 17,964 | 317 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 17,850 | 315 | 0.04% | 0.05% | 255 | -2,700 | -13.14% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Reduced | 17,500 | 309 | 0.06% | 0.14% | 256 | -25,953 | -59.73% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 17,376 | 307 | 0.01% | 0.0% | 257 | +15,861 | 1046.93% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,359 | 306 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 17,100 | 302 | 0.01% | 0.01% | 259 | -1,453 | -7.83% | Q4 2025 | Feb 04, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 16,925 | 302 | 0.08% | 0.09% | 260 | -980 | -5.47% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | Reduced | 16,801 | 296 | 0.04% | 0.04% | 261 | -417 | -2.42% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 16,746 | 295 | 0.04% | 0.04% | 262 | -1,946 | -10.41% | Q4 2025 | Feb 05, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 16,583 | 293 | 0.13% | 0.1% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 16,404 | 289 | 0.0% | 0.0% | 264 | -137,683 | -89.35% | Q4 2025 | Feb 17, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 16,397 | 289 | 0.14% | 0.13% | 265 | +675 | 4.29% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 16,229 | 286 | 0.01% | 0.01% | 266 | +9 | 0.06% | Q4 2025 | Feb 04, 2026 |
| ETF Store, Inc. | History | Added to | 15,913 | 281 | 0.29% | 0.27% | 267 | +858 | 5.7% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | Reduced | 15,757 | 278 | 0.0% | 0.0% | 268 | -791 | -4.78% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 15,604 | 275 | 0.01% | 0.01% | 269 | +73 | 0.47% | Q4 2025 | Jan 27, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 15,205 | 273 | 0.2% | 0.26% | 271 | -3,480 | -18.62% | Q4 2025 | Feb 11, 2026 |
| Encompass More Asset Management | History | Added to | 15,504 | 273 | 0.05% | 0.05% | 270 | +531 | 3.55% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 15,350 | 271 | 0.17% | 0.18% | 272 | -446 | -2.82% | Q4 2025 | Feb 05, 2026 |
| BNB Wealth Management, LLC | History | New | 15,220 | 268 | 0.17% | — | 274 | +15,220 | New | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 15,067 | 268 | 0.04% | 0.04% | 273 | +1,219 | 8.8% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 14,862 | 262 | 0.0% | — | 275 | +14,862 | New | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,862 | 262 | 0.01% | 0.01% | 276 | -1,074 | -6.74% | Q4 2025 | Jan 06, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 14,548 | 257 | 0.11% | — | 277 | +14,548 | New | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 14,578 | 257 | 0.02% | 0.02% | 278 | -1,889 | -11.47% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 14,547 | 257 | 0.0% | 0.0% | 279 | +246 | 1.72% | Q4 2025 | Feb 05, 2026 |
| Traynor Capital Management, Inc. | History | New | 14,519 | 256 | 0.01% | — | 280 | +14,519 | New | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 14,474 | 255 | 0.01% | 0.01% | 282 | -2,123 | -12.79% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,456 | 255 | 0.0% | 0.0% | 283 | -1,801 | -11.08% | Q4 2025 | Jan 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 14,475 | 255 | 0.01% | 0.02% | 281 | -1,460 | -9.16% | Q4 2025 | Feb 04, 2026 |
| L. Roy Papp & Associates, LLP | History | New | 14,213 | 251 | 0.03% | — | 284 | +14,213 | New | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 14,095 | 249 | 0.01% | — | 285 | +14,095 | New | Q4 2025 | Feb 09, 2026 |
| Headlands Technologies LLC | History | New | 13,881 | 245 | 0.02% | — | 286 | +13,881 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 13,817 | 244 | 0.01% | — | 287 | +13,817 | New | Q4 2025 | Jan 20, 2026 |
| Great Waters Wealth Management | History | Added to | 13,584 | 240 | 0.03% | 0.03% | 288 | +69 | 0.51% | Q4 2025 | Jan 15, 2026 |
| Copley Financial Group, Inc. | History | Added to | 13,413 | 237 | 0.15% | 0.14% | 289 | +1,140 | 9.29% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 13,366 | 236 | 0.0% | — | 290 | +13,366 | New | Q4 2025 | Feb 05, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 13,318 | 235 | 0.04% | 0.05% | 291 | -490 | -3.55% | Q4 2025 | Feb 17, 2026 |
| Pacific Park Financial, Inc. | History | New | 13,270 | 234 | 0.15% | — | 292 | +13,270 | New | Q4 2025 | Jan 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 13,236 | 233 | 0.07% | 0.09% | 293 | -2,452 | -15.63% | Q4 2025 | Jan 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,027 | 230 | 0.01% | 0.01% | 294 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 12,612 | 224 | 0.11% | 0.12% | 295 | +17 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,668 | 223 | 0.01% | 0.01% | 296 | +1,518 | 13.61% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 12,407 | 219 | 0.08% | 0.14% | 297 | -12,269 | -49.72% | Q4 2025 | Feb 03, 2026 |
| Sage Capital Management, LLC | History | Added to | 12,251 | 216 | 0.1% | 0.09% | 298 | +194 | 1.61% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Services LLC | History | Reduced | 12,202 | 215 | 0.12% | 0.15% | 299 | -3,064 | -20.07% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,002 | 212 | 0.0% | 0.0% | 301 | -25,731 | -68.19% | Q4 2025 | Feb 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 11,872 | 212 | 0.2% | — | 300 | +11,872 | New | Q4 2025 | Feb 18, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 12,041 | 212 | 0.12% | 0.12% | 302 | +3 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Fullerton Advisors, LLC | History | New | 11,915 | 210 | 0.21% | — | 303 | +11,915 | New | Q4 2025 | Feb 02, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 11,863 | 209 | 0.05% | 0.05% | 304 | +1,032 | 9.53% | Q4 2025 | Feb 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 11,811 | 208 | 0.01% | — | 305 | +11,811 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,695 | 206 | 0.0% | 0.0% | 306 | +1,695 | 16.95% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Added to | 11,662 | 206 | 0.02% | 0.02% | 307 | +207 | 1.81% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 11,589 | 205 | 0.01% | — | 308 | +11,589 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,582 | 204 | 0.0% | 0.0% | 309 | -919 | -7.35% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 11,521 | 203 | 0.0% | 0.01% | 310 | +203 | 1.79% | Q4 2025 | Feb 05, 2026 |
| Advisor OS, LLC | History | Reduced | 11,425 | 201 | 0.02% | 0.02% | 311 | -3,109 | -21.39% | Q4 2025 | Feb 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 11,192 | 197 | 0.13% | 0.13% | 312 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | Added to | 11,048 | 195 | 0.06% | 0.05% | 313 | +2,241 | 25.45% | Q4 2025 | Jan 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 10,928 | 193 | 0.0% | 0.01% | 314 | -28,957 | -72.6% | Q4 2025 | Jan 26, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 10,912 | 192 | 0.0% | — | 315 | +10,912 | New | Q4 2025 | Feb 18, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 10,906 | 192 | 0.05% | 0.06% | 317 | +194 | 1.81% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10,900 | 192 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 10,733 | 189 | 0.0% | 0.01% | 318 | -5,648 | -34.48% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,439 | 184 | 0.02% | 0.02% | 319 | +115 | 1.11% | Q4 2025 | Jan 26, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 10,312 | 182 | 0.02% | 0.03% | 320 | -3,109 | -23.17% | Q4 2025 | Feb 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,309 | 182 | 0.02% | 0.02% | 321 | +203 | 2.01% | Q4 2025 | Feb 13, 2026 |
| ADE, LLC | History | New | 10,284 | 181 | 0.09% | — | 324 | +10,284 | New | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 10,280 | 181 | 0.01% | — | 323 | +10,280 | New | Q4 2025 | Jan 16, 2026 |
| Ground Swell Capital, LLC | History | New | 10,264 | 181 | 0.37% | — | 322 | +10,264 | New | Q4 2025 | Feb 04, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 10,221 | 180 | 0.09% | — | 325 | +10,221 | New | Q4 2025 | Mar 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 10,099 | 178 | 0.15% | 0.19% | 326 | -3,535 | -25.93% | Q4 2025 | Feb 05, 2026 |
| Sunpointe, LLC | History | No change | 10,123 | 178 | 0.06% | 0.06% | 327 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Advisory Group LLC | History | Reduced | 10,020 | 177 | 0.01% | 0.02% | 328 | -1,354 | -11.9% | Q4 2025 | Jan 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,053 | 177 | 0.01% | 0.01% | 329 | -98 | -0.97% | Q4 2025 | Jan 20, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 10,000 | 176 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 10,000 | 176 | 0.16% | 0.16% | 331 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,696 | 171 | 0.0% | 0.0% | 332 | -27 | -0.28% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 9,535 | 168 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 8,970 | 159 | 0.01% | 0.01% | 334 | -3,445 | -27.75% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 8,251 | 145 | 0.11% | 0.11% | 335 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 7,913 | 139 | 0.0% | 0.0% | 336 | -5,953 | -42.93% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 7,914 | 139 | 0.0% | 0.0% | 337 | +3,287 | 71.04% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 7,481 | 132 | 0.0% | 0.0% | 338 | +73 | 0.99% | Q4 2025 | Jan 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,563 | 115 | 0.1% | 0.15% | 339 | -2,025 | -23.58% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6,247 | 110 | 0.06% | 0.06% | 341 | -2,605 | -29.43% | Q4 2025 | Feb 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,243 | 110 | 0.01% | 0.01% | 340 | +66 | 1.07% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 6,038 | 106 | 0.03% | — | 342 | +6,038 | New | Q4 2025 | Feb 17, 2026 |
| SSA SWISS ADVISORS AG | History | New | 6,031 | 106 | 0.05% | — | 343 | +6,031 | New | Q4 2025 | Feb 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,941 | 104 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Biltmore Family Office, LLC | History | Added to | 5,671 | 100 | 0.01% | 0.0% | 345 | +5,521 | 3680.67% | Q4 2025 | Feb 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,574 | 98 | 0.05% | 0.05% | 346 | +574 | 11.48% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,122 | 91 | 0.0% | 0.0% | 347 | +21 | 0.41% | Q4 2025 | Jan 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 4,105 | 72 | 0.0% | 0.0% | 348 | +21 | 0.51% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 4,032 | 71 | 0.0% | 0.0% | 349 | -35 | -0.86% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,691 | 65 | 0.0% | 0.01% | 351 | -6,984 | -65.42% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Reduced | 3,729 | 65 | 0.0% | 0.0% | 350 | -3,519 | -48.55% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 3,689 | 65 | 0.05% | 0.05% | 352 | +51 | 1.4% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | Added to | 3,590 | 63 | 0.02% | 0.02% | 353 | +561 | 18.52% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,616 | 63 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Darwin Wealth Management, LLC | History | No change | 3,532 | 62 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strategic Advocates LLC | History | No change | 3,552 | 62 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 3,204 | 56 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| David J Yvars Group | History | New | 295,700 | 52 | 0.03% | — | 358 | +295,700 | New | Q4 2025 | Jan 12, 2026 |
| Activest Wealth Management | History | No change | 2,939 | 51 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,752 | 48 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 2,721 | 48 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 2,400 | 42 | 0.02% | 0.01% | 362 | -292 | -10.85% | Q4 2025 | Feb 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 2,300 | 40 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quaker Wealth Management, LLC | History | New | 2,228 | 39 | 0.01% | — | 365 | +2,228 | New | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,250 | 39 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,154 | 38 | 0.01% | 0.01% | 366 | +1,771 | 462.4% | Q4 2025 | Jan 20, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,200 | 38 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,050 | 36 | 0.01% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Friedenthal Financial | History | New | 1,824 | 32 | 0.02% | — | 369 | +1,824 | New | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 1,783 | 31 | 0.0% | — | 370 | +1,783 | New | Q4 2025 | Mar 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,776 | 30 | 0.04% | 0.04% | 371 | +52 | 3.02% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,653 | 29 | 0.0% | 0.0% | 372 | +1 | 0.06% | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 1,600 | 28 | 0.01% | 0.02% | 373 | -1,000 | -38.46% | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,585 | 28 | 0.02% | 0.02% | 374 | -927 | -36.9% | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,500 | 26 | 0.01% | 0.06% | 376 | -12,751 | -89.47% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,491 | 26 | 0.0% | 0.0% | 375 | +1,105 | 286.27% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,500 | 26 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1,400 | 24 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,200 | 21 | 0.0% | 0.0% | 380 | +1,000 | 500.0% | Q4 2025 | Jan 28, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,224 | 21 | 0.01% | 0.01% | 381 | +36 | 3.03% | Q4 2025 | Feb 04, 2026 |
| WealthShield Partners, LLC | History | No change | 1,240 | 21 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,150 | 20 | 0.01% | — | 382 | +1,150 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | New | 1,106 | 19 | 0.0% | — | 385 | +1,106 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,100 | 19 | 0.0% | 0.0% | 383 | +600 | 120.0% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,121 | 19 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 17 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Rossby Financial, LCC | History | No change | 1,000 | 17 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 957 | 16 | 0.0% | 0.0% | 388 | -2,356 | -71.11% | Q4 2025 | Jan 30, 2026 |
| EASTERN BANK | History | No change | 800 | 14 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 792 | 13 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 691 | 12 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 65,500 | 11 | 0.0% | 0.0% | 392 | +64,845 | 9900.0% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | Added to | 662 | 11 | 0.0% | 0.0% | 393 | +19 | 2.95% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 595 | 10 | 0.0% | — | 395 | +595 | New | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 586 | 10 | 0.0% | — | 394 | +586 | New | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 528 | 9 | 0.0% | — | 397 | +528 | New | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 524 | 9 | 0.0% | — | 396 | +524 | New | Q4 2025 | Jan 08, 2026 |
| CVA Family Office, LLC | History | No change | 502 | 8 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | No change | 465 | 8 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 438 | 7 | 0.0% | 0.0% | 400 | -133 | -23.29% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Luminist Capital LLC | History | No change | 377 | 6 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 261 | 5 | 0.0% | — | 405 | +261 | New | Q4 2025 | Feb 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 303 | 5 | 0.0% | 0.0% | 403 | +3 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 322 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 250 | 4 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ankerstar Wealth, LLC | History | New | 200 | 3 | 0.0% | — | 412 | +200 | New | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 175 | 3 | 0.0% | 0.0% | 410 | -25 | -12.5% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 226 | 3 | 0.0% | 0.0% | 408 | +17 | 8.13% | Q4 2025 | Jan 13, 2026 |
| Kilter Group LLC | History | Added to | 178 | 3 | 0.0% | 0.0% | 413 | +5 | 2.89% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 200 | 3 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | No change | 210 | 3 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 161 | 2 | 0.0% | — | 416 | +161 | New | Q4 2025 | Jan 27, 2026 |
| Camelot Portfolios, LLC | History | New | 159 | 2 | 0.0% | — | 414 | +159 | New | Q4 2025 | Jan 29, 2026 |
| Global Wealth Strategies & Associates | History | New | 122 | 2 | 0.0% | — | 417 | +122 | New | Q4 2025 | Jan 02, 2026 |
| Crewe Advisors LLC | History | Added to | 139 | 2 | 0.0% | 0.0% | 415 | +4 | 2.96% | Q4 2025 | Jan 16, 2026 |
| TORONTO DOMINION BANK | History | New | 71 | 1 | 0.0% | — | 418 | +71 | New | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 107 | 1 | 0.0% | 0.0% | 423 | +3 | 2.88% | Q4 2025 | Jan 26, 2026 |
| Costello Asset Management, INC | History | Added to | 60 | 1 | 0.0% | — | 420 | +2 | 3.45% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westfuller Advisors, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 19.55% | — | -13,275,162 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.38% | — | -123,009 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Owen LaRue, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -90,001 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,885 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smart Portfolios, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -70,727 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -44,777 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -37,372 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,067 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -21,148 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,215 | -100.0% | Q3 2025 | Mar 10, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,900 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,670 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,513 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Invera Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -13,387 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,093 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,441 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,202 | -100.0% | Q3 2025 | Oct 15, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,075 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,853 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Manske Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -10,371 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,072 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,323 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,932 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,800 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q3 2025 | Oct 07, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -716 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |