EXCHANGE TRADED CONCEPTS TRUST - ROBO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
UBS Group AG History Reduced 666,350 46,184 0.01% 0.01% 1 -4,393 -0.65% Q4 2025 Jan 29, 2026
MORGAN STANLEY History Added to 561,572 38,922 0.0% 0.0% 2 +48,070 9.36% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 337,119 23,365 0.01% 0.01% 3 +8,659 2.64% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 217,761 15,093 0.0% 0.0% 4 +11,882 5.77% Q4 2025 Feb 18, 2026
Gray Foundation History No change 205,000 14,208 3.57% 3.83% 5 0 0.0% Q4 2025 Jan 29, 2026
Biltmore Family Office, LLC History Added to 201,667 13,977 1.93% 1.88% 6 +160 0.08% Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 196,876 13,646 0.0% 7 +196,876 New Q4 2025 Feb 17, 2026
M & L Capital Management Ltd History Added to 185,810 12,878 2.69% 2.33% 8 +7,250 4.06% Q4 2025 Jan 12, 2026
Corient Private Wealth LLC History Added to 244,820 12,759 0.02% 0.02% 9 +59,435 32.06% Q4 2025 Mar 09, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 161,977 11,226 0.76% 0.72% 10 +5,899 3.78% Q4 2025 Jan 08, 2026
AMERIPRISE FINANCIAL INC History Added to 144,722 10,030 0.0% 0.0% 11 +20,630 16.62% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 118,162 8,189 0.0% 0.0% 12 +87,103 280.44% Q4 2025 Feb 17, 2026
Carmel Capital Management L.L.C. History Added to 98,940 6,857 2.08% 1.96% 13 +800 0.82% Q4 2025 Jan 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 90,574 6,277 0.01% 0.01% 14 -1,771 -1.92% Q4 2025 Feb 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 88,510 6,134 0.65% 0.63% 15 +850 0.97% Q4 2025 Jan 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 85,187 5,904 0.0% 0.0% 16 -1,155 -1.34% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 75,161 5,200 0.0% 0.01% 17 -9,620 -11.35% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 66,589 4,615 0.07% 0.07% 18 +3,772 6.0% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 65,450 4,536 0.01% 0.01% 19 -1,706 -2.54% Q4 2025 Feb 18, 2026
Crestwood Advisors Group, LLC History Reduced 58,674 4,066 0.07% 0.07% 20 -268 -0.45% Q4 2025 Feb 03, 2026
Stratos Wealth Partners, LTD. History Added to 58,003 4,020 0.05% 0.04% 21 +99 0.17% Q4 2025 Jan 20, 2026
Cetera Investment Advisers History Reduced 56,120 3,889 0.0% 0.0% 22 -430 -0.76% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 55,727 3,863 0.01% 0.0% 23 +6,319 12.79% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 50,103 3,473 0.0% 0.01% 24 +103 0.21% Q4 2025 Jan 09, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 48,973 3,394 0.01% 0.01% 25 -7,903 -13.9% Q4 2025 Feb 05, 2026
BIP Wealth, LLC History New 45,331 3,141 0.11% 26 +45,331 New Q4 2025 Jan 21, 2026
PINNACLE ASSOCIATES LTD History Reduced 44,137 3,059 0.04% 0.04% 27 -668 -1.49% Q4 2025 Feb 05, 2026
Humankind Investments LLC History No change 41,500 2,876 1.29% 0.62% 28 0 0.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 39,200 2,716 0.0% 0.0% 29 -1,583 -3.88% Q4 2025 Feb 13, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 37,809 2,620 1.26% 1.2% 30 -206 -0.54% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Reduced 37,367 2,589 0.0% 0.0% 31 -2,506 -6.28% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Reduced 37,153 2,495 0.0% 0.0% 32 -2,698 -6.77% Q4 2025 Feb 13, 2026
Hyposwiss Advisors SA History New 35,356 2,450 2.4% 33 +35,356 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History New 33,000 2,287 0.01% 34 +33,000 New Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Reduced 31,166 2,160 0.02% 0.03% 35 -14,828 -32.24% Q4 2025 Feb 13, 2026
RAINIER FAMILY WEALTH INC History Added to 30,213 2,094 1.58% 1.48% 36 +4,955 19.62% Q4 2025 Jan 20, 2026
Summit Financial, LLC History Reduced 29,800 2,065 0.03% 0.03% 37 -1,253 -4.04% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 26,869 1,862 0.24% 0.22% 38 +2,253 9.15% Q4 2025 Jan 23, 2026
Curbstone Financial Management Corp History Added to 24,480 1,696 0.32% 0.3% 39 +940 3.99% Q4 2025 Jan 23, 2026
Bank OZK History No change 23,959 1,660 0.59% 0.56% 40 0 0.0% Q4 2025 Feb 17, 2026
RPG Investment Advisory, LLC History Reduced 23,179 1,606 0.18% 0.18% 41 -120 -0.52% Q4 2025 Jan 20, 2026
Purpose Unlimited Inc. History New 22,600 1,566 0.07% 42 +22,600 New Q4 2025 Mar 20, 2026
Lido Advisors, LLC History New 22,696 1,565 0.0% 43 +22,696 New Q4 2025 Feb 10, 2026
Hancock Prospecting Pty Ltd History No change 21,793 1,510 0.05% 0.05% 44 0 0.0% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History No change 21,225 1,471 0.04% 0.04% 45 0 0.0% Q4 2025 Jan 28, 2026
Main Street Financial Solutions, LLC History Reduced 21,101 1,462 0.11% 0.09% 46 -291 -1.36% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 20,978 1,454 0.0% 0.0% 47 +3,954 23.23% Q4 2025 Mar 16, 2026
MILLENNIUM MANAGEMENT LLC History Added to 20,914 1,449 0.0% 0.0% 48 +14,132 208.38% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 20,876 1,446 0.0% 0.0% 49 +5,993 40.27% Q4 2025 Feb 06, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 20,820 1,443 0.0% 0.0% 50 +2,716 15.0% Q4 2025 Feb 10, 2026
Fortis Group Advisors, LLC History Reduced 18,647 1,348 0.23% 0.22% 51 -72 -0.38% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 18,231 1,263 0.0% 0.0% 52 -1,777 -8.88% Q4 2025 Feb 17, 2026
Solutions 4 Wealth, Ltd History Added to 18,070 1,252 1.89% 1.83% 53 +47 0.26% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 17,345 1,202 0.02% 0.01% 54 +6,923 66.43% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History Added to 14,693 1,018 0.0% 0.0% 55 +2,926 24.87% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History New 14,274 989 0.06% 56 +14,274 New Q4 2025 Feb 17, 2026
Clay Northam Wealth Management, LLC History Reduced 13,408 929 0.52% 0.54% 57 -1,120 -7.71% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 13,185 913 0.0% 0.0% 59 +183 1.41% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Reduced 13,178 913 0.01% 0.01% 58 -160 -1.2% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 12,940 897 0.0% 0.0% 60 0 0.0% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 12,217 846 0.0% 0.0% 61 +1,123 10.12% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History New 12,037 834 0.02% 62 +12,037 New Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 11,831 820 0.01% 0.0% 64 +11,215 1820.62% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 11,840 820 0.0% 0.0% 63 -2,715 -18.65% Q4 2025 Feb 17, 2026
FMR LLC History Added to 11,146 772 0.0% 0.0% 65 +1,457 15.04% Q4 2025 Feb 17, 2026
James J. Burns & Company, LLC History Added to 10,913 756 0.1% 0.1% 66 +1,056 10.71% Q4 2025 Jan 23, 2026
SCOTIA CAPITAL INC. History Added to 10,647 737 0.0% 0.0% 67 +271 2.61% Q4 2025 Feb 12, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 10,544 730 0.17% 0.15% 68 +419 4.14% Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 10,380 719 0.05% 0.05% 69 0 0.0% Q4 2025 Feb 02, 2026
World Investment Advisors History Added to 10,217 708 0.01% 0.01% 70 +4,410 75.94% Q4 2025 Mar 12, 2026
JPMORGAN CHASE & CO History Added to 10,084 698 0.0% 0.0% 71 +282 2.88% Q4 2025 Feb 11, 2026
Objectivity Squared, LLC History Added to 9,715 673 0.38% 0.38% 72 +41 0.42% Q4 2025 Feb 02, 2026
IHT Wealth Management, LLC History Reduced 9,177 636 0.02% 0.02% 73 -128 -1.38% Q4 2025 Feb 17, 2026
Spire Wealth Management History No change 9,167 635 0.02% 0.02% 74 0 0.0% Q4 2025 Jan 14, 2026
Mariner, LLC History Reduced 8,708 603 0.0% 0.0% 75 -667 -7.11% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Reduced 8,651 599 0.0% 0.0% 76 -166 -1.88% Q4 2025 Feb 10, 2026
Prosperity Consulting Group, LLC History Added to 8,556 593 0.03% 0.03% 77 +133 1.58% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 8,041 557 0.0% 0.0% 78 +227 2.91% Q4 2025 Feb 18, 2026
Greenwich Wealth Management LLC History No change 7,939 550 0.02% 0.03% 79 0 0.0% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Reduced 7,929 549 0.02% 0.02% 80 -1,472 -15.66% Q4 2025 Jan 30, 2026
Caprock Group, LLC History Reduced 7,908 548 0.01% 0.01% 81 -485 -5.78% Q4 2025 Jan 28, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,741 536 0.0% 0.0% 82 -232 -2.91% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Added to 7,516 520 0.0% 0.0% 83 +1,241 19.78% Q4 2025 Feb 13, 2026
Aspiring Ventures, LLC History No change 7,500 519 0.18% 0.17% 84 0 0.0% Q4 2025 Jan 27, 2026
CITADEL ADVISORS LLC History New 7,400 512 0.0% 85 +7,400 New Q4 2025 Feb 17, 2026
Milestones Private Investment Advisors LLC History Added to 7,312 506 0.35% 0.33% 86 +7 0.1% Q4 2025 Jan 26, 2026
Creekside Partners History Added to 7,114 493 0.21% 0.21% 87 +4 0.06% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 7,047 488 0.0% 88 +7,047 New Q4 2025 Feb 18, 2026
Financial Freedom, LLC History No change 6,997 484 0.24% 0.23% 89 0 0.0% Q4 2025 Feb 17, 2026
CERTUITY, LLC History Reduced 6,950 481 0.03% 0.04% 90 -2,352 -25.28% Q4 2025 Jan 30, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 6,846 474 0.01% 0.0% 91 +1,246 22.25% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 6,758 468 0.0% 0.0% 92 -500 -6.89% Q4 2025 Feb 17, 2026
Wedmont Private Capital History No change 6,400 465 0.02% 0.02% 93 0 0.0% Q4 2025 Jan 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,263 458 0.0% 0.0% 94 +228 3.78% Q4 2025 Jan 08, 2026
SOL Capital Management CO History Reduced 6,555 454 0.04% 0.05% 95 -1,605 -19.67% Q4 2025 Jan 30, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 6,208 454 0.35% 0.41% 96 +150 2.48% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 6,077 424 0.0% 0.0% 97 +456 8.11% Q4 2025 Feb 05, 2026
Summit Asset Management, LLC History Added to 6,084 421 0.06% 0.06% 98 +246 4.21% Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Added to 5,805 402 0.0% 0.0% 99 +726 14.29% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 5,660 392 0.01% 0.01% 100 -96 -1.67% Q4 2025 Feb 02, 2026
AlTi Global, Inc. History No change 5,665 392 0.01% 0.01% 101 0 0.0% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 5,446 377 0.0% 0.0% 102 -163 -2.91% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 5,426 376 0.0% 0.0% 103 +2,800 106.63% Q4 2025 Feb 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 5,354 371 0.0% 0.0% 104 +1 0.02% Q4 2025 Jan 30, 2026
CHICAGO TRUST Co NA History No change 5,300 367 0.06% 0.05% 105 0 0.0% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 5,265 364 0.0% 0.0% 106 +304 6.13% Q4 2025 Feb 11, 2026
Fort Sheridan Advisors LLC History Reduced 5,218 361 0.05% 0.04% 108 -4 -0.08% Q4 2025 Feb 10, 2026
FIRST FOUNDATION ADVISORS History No change 5,211 361 0.01% 0.01% 107 0 0.0% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 5,200 360 0.0% 0.0% 109 +699 15.53% Q4 2025 Jan 23, 2026
OBSIDIAN CIO, LLC History Reduced 5,083 352 0.52% 0.26% 110 -25,533 -83.4% Q4 2025 Feb 18, 2026
PFG Investments, LLC History Added to 4,961 343 0.02% 0.02% 111 +273 5.82% Q4 2025 Jan 26, 2026
Private Advisor Group, LLC History Reduced 4,810 333 0.0% 0.01% 112 -13,749 -74.08% Q4 2025 Feb 17, 2026
Dakota Wealth Management History No change 4,713 326 0.01% 0.01% 113 0 0.0% Q4 2025 Jan 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 4,692 325 0.04% 0.03% 114 +2 0.04% Q4 2025 Feb 18, 2026
VVR Holdings LLC History New 4,589 318 0.17% 116 +4,589 New Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,596 318 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 4,493 311 0.0% 0.0% 117 +729 19.37% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 4,350 301 0.02% 0.02% 118 0 0.0% Q4 2025 Jan 30, 2026
Ethos Financial Group, LLC History Added to 4,280 296 0.02% 0.02% 119 +43 1.01% Q4 2025 Jan 20, 2026
Kingsview Wealth Management, LLC History Added to 4,229 293 0.0% 0.0% 120 +1,129 36.42% Q4 2025 Feb 09, 2026
Baird Financial Group, Inc. History Reduced 4,200 291 0.0% 0.0% 121 -782 -15.7% Q4 2025 Feb 13, 2026
MATAURO, LLC History No change 4,110 284 0.04% 0.04% 122 0 0.0% Q4 2025 Jan 16, 2026
GTS SECURITIES LLC History Reduced 4,032 279 0.01% 0.02% 123 -4,221 -51.15% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History New 3,970 275 0.01% 124 +3,970 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 3,939 273 0.0% 0.0% 125 -874 -18.16% Q4 2025 Jan 29, 2026
Financial Engines Advisors L.L.C. History New 3,917 271 0.0% 126 +3,917 New Q4 2025 Feb 12, 2026
M3 Advisory Group, LLC History Added to 3,918 271 0.17% 0.15% 127 +193 5.18% Q4 2025 Jan 16, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,871 268 0.07% 0.25% 128 -13,885 -78.2% Q4 2025 Feb 12, 2026
Clearwater Capital Advisors, LLC History No change 3,818 264 0.02% 0.02% 129 0 0.0% Q4 2025 Feb 09, 2026
Strive Financial Group ,LLC History New 3,805 263 0.13% 130 +3,805 New Q4 2025 Feb 18, 2026
TD Waterhouse Canada Inc. History Added to 3,687 255 0.0% 0.0% 131 +1,067 40.73% Q4 2025 Jan 27, 2026
Vigilare Wealth Management History Added to 3,668 254 0.09% 0.08% 132 +1 0.03% Q4 2025 Jan 07, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 3,661 253 0.08% 0.08% 133 -212 -5.47% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Added to 3,602 249 0.0% 0.0% 134 +280 8.43% Q4 2025 Feb 17, 2026
BARCLAYS PLC History No change 3,500 242 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 3,449 239 0.01% 0.01% 136 +6 0.17% Q4 2025 Feb 05, 2026
Wilson & Boucher Capital Management, LLC History Reduced 3,375 233 0.15% 0.15% 137 -200 -5.59% Q4 2025 Feb 05, 2026
Strategic Family Wealth Counselors, L.L.C. History New 3,057 220 0.05% 138 +3,057 New Q4 2025 Feb 04, 2026
WEALTH EFFECTS LLC History Added to 3,080 213 0.07% 0.06% 140 +3 0.1% Q4 2025 Jan 26, 2026
Smart Portfolios, LLC History No change 3,075 213 0.21% 0.19% 139 0 0.0% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 3,023 209 0.0% 143 +3,023 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 3,019 209 0.0% 0.0% 141 -231 -7.11% Q4 2025 Jan 26, 2026
Blue Trust, Inc. History Added to 3,024 209 0.0% 0.0% 142 +36 1.2% Q4 2025 Jan 16, 2026
ALTFEST L J & CO INC History New 2,980 206 0.02% 144 +2,980 New Q4 2025 Jan 23, 2026
American Institute for Advanced Investment Management, LLP History Reduced 2,923 204 0.13% 0.13% 145 -140 -4.57% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History New 2,863 198 0.0% 146 +2,863 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,851 197 0.0% 0.0% 147 -7,844 -73.34% Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Added to 2,640 182 0.02% 0.02% 148 +40 1.54% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,388 165 0.0% 0.0% 149 -556 -18.89% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Added to 2,215 153 0.0% 0.0% 150 +300 15.67% Q4 2025 Feb 12, 2026
Winch Advisory Services, LLC History Reduced 1,926 133 0.03% 0.05% 151 -1,512 -43.98% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Added to 1,602 111 0.0% 0.0% 152 +55 3.56% Q4 2025 Feb 12, 2026
Gordian Capital Singapore Pte Ltd History New 1,550 107 0.15% 153 +1,550 New Q4 2025 Feb 11, 2026
Banque Transatlantique SA History Reduced 1,534 107 0.0% 0.0% 154 -34 -2.17% Q4 2025 Feb 26, 2026
BANK OF MONTREAL /CAN/ History New 1,475 102 0.0% 155 +1,475 New Q4 2025 Feb 12, 2026
US BANCORP \DE\ History No change 1,464 101 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 30, 2026
IFP Advisors, Inc History Added to 1,415 98 0.0% 0.0% 157 +979 224.54% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 1,340 92 0.0% 0.0% 158 +50 3.88% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 1,250 86 0.01% 0.01% 159 0 0.0% Q4 2025 Jan 29, 2026
Solstein Capital, LLC History No change 1,175 81 0.03% 0.02% 160 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History New 1,114 77 0.0% 161 +1,114 New Q4 2025 Feb 10, 2026
AE Wealth Management LLC History New 1,041 72 0.0% 162 +1,041 New Q4 2025 Jan 26, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,010 70 0.01% 0.01% 163 0 0.0% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History No change 1,000 69 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 906 62 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History No change 875 60 0.0% 0.0% 166 0 0.0% Q4 2025 Feb 02, 2026
Noble Wealth Management PBC History No change 880 60 0.03% 0.03% 167 0 0.0% Q4 2025 Jan 05, 2026
Avalon Trust Co History No change 850 58 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 801 55 0.0% 0.0% 169 +201 33.5% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 800 55 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 22, 2026
Powell Investment Advisors, LLC History Added to 754 52 0.02% 0.02% 172 +95 14.42% Q4 2025 Feb 09, 2026
AdvisorNet Financial, Inc History Reduced 752 52 0.0% 0.0% 171 -28 -3.59% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 704 48 0.0% 173 +704 New Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History No change 706 48 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 625 43 0.0% 0.0% 175 +3 0.48% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 611 42 0.0% 176 +611 New Q4 2025 Feb 03, 2026
Quintet Private Bank (Europe) S.A. History No change 600 41 0.0% 0.0% 177 0 0.0% Q4 2025 Jan 20, 2026
PFS Partners, LLC History No change 600 41 0.02% 0.02% 178 0 0.0% Q4 2025 Jan 16, 2026
VALLEY NATIONAL ADVISERS INC History Added to 564 39 0.01% 0.01% 179 +8 1.44% Q4 2025 Jan 23, 2026
ATLAS CAPITAL ADVISORS INC. History New 556 38 0.0% 180 +556 New Q4 2025 Feb 13, 2026
LOM Asset Management Ltd History No change 550 38 0.01% 0.01% 181 0 0.0% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History Reduced 524 36 0.0% 0.0% 182 -600 -53.38% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Reduced 508 35 0.0% 0.0% 184 -90 -15.05% Q4 2025 Feb 03, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 517 35 0.01% 0.02% 183 0 0.0% Q4 2025 Jan 23, 2026
AMERIFLEX GROUP, INC. History New 455 31 0.02% 186 +455 New Q4 2025 Feb 18, 2026
Crews Bank & Trust History No change 454 31 0.0% 0.0% 185 0 0.0% Q4 2025 Jan 21, 2026
Archer Investment Corp History New 435 30 0.01% 187 +435 New Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History Added to 397 27 0.0% 0.0% 188 +120 43.32% Q4 2025 Jan 20, 2026
Arax Advisory Partners History New 381 26 0.0% 189 +381 New Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 360 24 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 20, 2026
SHP Wealth Management History New 337 23 0.0% 192 +337 New Q4 2025 Mar 04, 2026
DUNCKER STREETT & CO INC History No change 340 23 0.0% 0.0% 191 0 0.0% Q4 2025 Jan 27, 2026
Costello Asset Management, INC History Added to 326 22 0.01% 0.01% 193 +1 0.31% Q4 2025 Feb 03, 2026
TOWER TRUST & INVESTMENT Co History No change 325 22 0.01% 0.01% 194 0 0.0% Q4 2025 Jan 21, 2026
Triumph Capital Management History New 314 21 0.0% 195 +314 New Q4 2025 Feb 12, 2026
Bank of New Hampshire History New 305 21 0.0% 196 +305 New Q4 2025 Mar 16, 2026
Parallel Advisors, LLC History New 300 20 0.0% 198 +300 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Added to 271 20 0.0% 0.0% 199 +232 594.87% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History No change 299 20 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History No change 300 20 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History No change 302 20 0.01% 0.01% 201 0 0.0% Q4 2025 Feb 12, 2026
Osbon Capital Management LLC History New 281 19 0.02% 202 +281 New Q4 2025 Mar 16, 2026
GPS Wealth Strategies Group, LLC History Reduced 266 18 0.02% 0.02% 203 -1,997 -88.25% Q4 2025 Feb 06, 2026
Commonwealth Retirement Investments LLC History New 250 17 0.01% 204 +250 New Q4 2025 Feb 11, 2026
ADIRONDACK TRUST CO History New 221 15 0.0% 205 +221 New Q4 2025 Jan 08, 2026
Washington Trust Advisors, Inc. History Added to 223 15 0.0% 0.0% 206 +17 8.25% Q4 2025 Feb 03, 2026
WOLFF WIESE MAGANA LLC History Reduced 202 14 0.01% 0.01% 208 -182 -47.4% Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History Added to 208 14 0.0% 0.0% 209 +148 246.67% Q4 2025 Jan 13, 2026
Cedar Mountain Advisors, LLC History Added to 212 14 0.0% 0.0% 207 +1 0.47% Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 200 13 0.0% 210 +200 New Q4 2025 Jan 20, 2026
Cranbrook Wealth Management, LLC History New 189 13 0.0% 211 +189 New Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Added to 201 13 0.0% 0.0% 212 +1 0.5% Q4 2025 Feb 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 188 13 0.0% 0.0% 213 0 0.0% Q4 2025 Feb 11, 2026
Avion Wealth History Reduced 159 11 0.0% 0.0% 214 -10 -5.92% Q4 2025 Jan 23, 2026
Pacifica Partners Inc. History No change 158 11 0.0% 0.0% 215 0 0.0% Q4 2025 Jan 09, 2026
Newbridge Financial Services Group, Inc. History Added to 152 10 0.0% 0.0% 216 +1 0.66% Q4 2025 Jan 21, 2026
Anfield Capital Management, LLC History No change 133 9 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 03, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 117 8 0.0% 0.0% 218 0 0.0% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History No change 101 7 0.0% 0.0% 219 0 0.0% Q4 2025 Feb 02, 2026
Safe Harbor Fiduciary, LLC History New 100 6 0.01% 222 +100 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 100 6 0.0% 0.0% 220 0 0.0% Q4 2025 Jan 23, 2026
Roble, Belko & Company, Inc History No change 87 6 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 82 5 0.0% 223 +82 New Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History New 79 5 0.0% 226 +79 New Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 75 5 0.0% 0.0% 224 +1 1.35% Q4 2025 Jan 23, 2026
Trust Co History No change 79 5 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 15, 2026
Kilter Group LLC History No change 76 5 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History New 61 4 0.0% 228 +61 New Q4 2025 Jan 15, 2026
Glen Eagle Advisors, LLC History No change 60 4 0.0% 0.0% 229 0 0.0% Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History No change 64 4 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 04, 2026
Modus Advisors, LLC History New 55 3 0.0% 232 +55 New Q4 2025 Feb 11, 2026
Harbor Asset Planning, Inc. History New 50 3 0.0% 233 +50 New Q4 2025 Jan 26, 2026
Garton & Associates Financial Advisors LLC History New 47 3 0.0% 234 +47 New Q4 2025 Feb 18, 2026
Anchor Investment Management, LLC History No change 50 3 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 26, 2026
Steigerwald, Gordon & Koch Inc. History New 43 2 0.0% 237 +43 New Q4 2025 Jan 23, 2026
Glassman Wealth Services History No change 30 2 0.0% 0.0% 235 0 0.0% Q4 2025 Jan 28, 2026
NVWM, LLC History No change 39 2 0.0% 0.0% 236 0 0.0% Q4 2025 Jan 20, 2026
Vermillion & White Wealth Management Group, LLC History No change 34 2 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 18, 2026
Ankerstar Wealth, LLC History New 18 1 0.0% 241 +18 New Q4 2025 Feb 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 15 1 0.0% 239 0 0.0% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 16 1 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Closed out 0 0 0.12% -43,311 -100.0% Q3 2025 Oct 23, 2025
Brookwood Investment Group LLC History Closed out 0 0 0.25% -29,624 -100.0% Q3 2025 Oct 21, 2025
PRUDENTIAL PLC History Closed out 0 0 0.0% -7,540 -100.0% Q3 2025 Nov 14, 2025
Beacon Pointe Advisors, LLC History Closed out 0 0 0.0% -5,102 -100.0% Q3 2025 Nov 14, 2025
Key Client Fiduciary Advisors, LLC History Closed out 0 0 0.1% -4,620 -100.0% Q3 2025 Oct 14, 2025
Ellis Investment Partners, LLC History Closed out 0 0 0.05% -4,540 -100.0% Q3 2025 Oct 22, 2025
Cresset Asset Management, LLC History Closed out 0 0 0.0% -4,333 -100.0% Q3 2025 Jan 22, 2026
Whalen Wealth Management Inc. History Closed out 0 0 0.13% -3,491 -100.0% Q3 2025 Oct 09, 2025
Fiduciary Alliance LLC History Closed out 0 0 0.01% -3,271 -100.0% Q3 2025 Oct 08, 2025
SSA SWISS ADVISORS AG History Closed out 0 0 0.05% -1,500 -100.0% Q3 2025 Dec 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -905 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.02% -585 -100.0% Q3 2025 Nov 03, 2025
Capital Analysts, LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 14, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -163 -100.0% Q3 2025 Nov 12, 2025
Wiser Advisor Group LLC History Closed out 0 0 0.01% -106 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 06, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Nov 12, 2025
FIRST HORIZON CORP History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Oct 27, 2025
Acumen Wealth Advisors, LLC History New 12 0 +12 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History New 4 0 +4 New Q4 2025 Feb 17, 2026
Main Street Group, LTD History Closed out 0 0 -2 -100.0% Q3 2025 Nov 07, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History No change 5 0 0 0.0% Q4 2025 Feb 03, 2026