COHEN & STEERS QUALITY INCOME REALTY FUND INC - RQI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 39 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,168,845 | 59,028 | 0.0% | 0.0% | 1 | +16,811 | 0.33% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,560,860 | 29,245 | 0.0% | 0.0% | 2 | -44,648 | -1.71% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,319,558 | 15,069 | 0.0% | 0.01% | 3 | -260,628 | -16.49% | Q4 2025 | Feb 18, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 1,008,247 | 11,514 | 6.08% | 6.28% | 4 | +60,528 | 6.39% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 862,723 | 9,852 | 0.0% | 0.0% | 5 | +75,816 | 9.63% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 859,088 | 9,810 | 0.0% | 0.0% | 6 | -128,540 | -13.02% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 802,491 | 9,165 | 0.0% | 0.0% | 7 | -9,134 | -1.13% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 658,823 | 7,523 | 0.0% | 0.0% | 8 | +37,766 | 6.08% | Q4 2025 | Jan 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 561,750 | 6,415 | 0.78% | 0.76% | 9 | +88,350 | 18.66% | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Reduced | 480,825 | 5,491 | 0.01% | 0.01% | 10 | -32,417 | -6.32% | Q4 2025 | Feb 13, 2026 |
| Logan Stone Capital, LLC | History | New | 416,675 | 4,758 | 1.17% | — | 11 | +416,675 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 378,659 | 4,324 | 0.0% | — | 12 | +378,659 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 316,575 | 3,615 | 0.0% | 0.01% | 13 | -35,571 | -10.1% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 303,961 | 3,471 | 0.01% | 0.01% | 14 | -3,907 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 302,360 | 3,452 | 0.19% | 0.24% | 15 | -44,350 | -12.79% | Q4 2025 | Jan 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 287,682 | 3,322 | 1.69% | 1.76% | 16 | +21,865 | 8.23% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 280,911 | 3,208 | 0.03% | — | 17 | +280,911 | New | Q4 2025 | Feb 02, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 279,580 | 3,192 | 0.74% | 1.36% | 18 | -171,049 | -37.96% | Q4 2025 | Jan 16, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 244,139 | 2,788 | 0.92% | 1.05% | 19 | -6,119 | -2.45% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 232,812 | 2,658 | 0.01% | 0.01% | 20 | +8,434 | 3.76% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 232,184 | 2,652 | 0.01% | 0.01% | 21 | -38,743 | -14.3% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 223,821 | 2,556 | 0.04% | 0.06% | 22 | -67,698 | -23.22% | Q4 2025 | Jan 22, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 195,943 | 2,237 | 0.09% | 0.02% | 23 | +165,368 | 540.86% | Q4 2025 | Feb 17, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 194,283 | 2,218 | 0.92% | 1.01% | 24 | +4,449 | 2.34% | Q4 2025 | Jan 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 170,480 | 1,946 | 0.0% | 0.0% | 25 | -14,410 | -7.79% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 165,149 | 1,886 | 0.09% | — | 26 | +165,149 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 158,682 | 1,812 | 0.0% | — | 27 | +158,682 | New | Q4 2025 | Feb 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 154,297 | 1,762 | 0.62% | 0.65% | 28 | +3,610 | 2.4% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 127,580 | 1,456 | 0.02% | 0.03% | 29 | +8,347 | 7.0% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 126,220 | 1,441 | 0.03% | 0.04% | 30 | -15,158 | -10.72% | Q4 2025 | Feb 02, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 126,080 | 1,439 | 0.18% | 0.22% | 31 | -350 | -0.28% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 123,445 | 1,409 | 0.02% | 0.02% | 32 | +320 | 0.26% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,037 | 1,353 | 0.0% | 0.0% | 33 | -4,130 | -3.47% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 115,145 | 1,314 | 0.01% | 0.01% | 34 | -3,140 | -2.65% | Q4 2025 | Feb 12, 2026 |
| Indivisible Partners | History | New | 107,558 | 1,228 | 0.13% | — | 35 | +107,558 | New | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | No change | 97,325 | 1,213 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 100,564 | 1,148 | 0.81% | 0.9% | 37 | +1,130 | 1.14% | Q4 2025 | Feb 03, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 95,371 | 1,089 | 0.26% | 0.25% | 38 | +1,958 | 2.1% | Q4 2025 | Jan 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 93,000 | 1,062 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 88,280 | 1,008 | 0.0% | 0.0% | 40 | +4,724 | 5.65% | Q4 2025 | Mar 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 86,907 | 992 | 0.0% | 0.0% | 41 | +6,579 | 8.19% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 85,489 | 976 | 0.0% | 0.0% | 42 | +5,205 | 6.48% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Added to | 82,217 | 938 | 0.1% | 0.1% | 43 | +6,794 | 9.01% | Q4 2025 | Jan 08, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 82,000 | 936 | 0.06% | 0.07% | 44 | +9,400 | 12.95% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | New | 79,387 | 906 | 0.14% | — | 45 | +79,387 | New | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 68,796 | 885 | 0.26% | 0.27% | 46 | +1,790 | 2.67% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,941 | 832 | 0.0% | 0.0% | 47 | +3,017 | 4.31% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 65,647 | 749 | 0.0% | 0.0% | 48 | -1,609 | -2.39% | Q4 2025 | Feb 19, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 64,798 | 739 | 0.08% | 0.11% | 49 | -16,836 | -20.62% | Q4 2025 | Mar 03, 2026 |
| Sowell Financial Services LLC | History | Reduced | 64,476 | 736 | 0.03% | 0.03% | 50 | -2,938 | -4.36% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 63,946 | 730 | 0.0% | 0.0% | 51 | -1,557 | -2.38% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 61,014 | 696 | 0.02% | — | 52 | +61,014 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 60,353 | 689 | 0.0% | 0.0% | 53 | -1,700 | -2.74% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 58,266 | 666 | 0.0% | 0.0% | 54 | +29,194 | 100.42% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 57,053 | 651 | 0.07% | 0.1% | 55 | -11,854 | -17.2% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 55,091 | 629 | 0.0% | 0.0% | 56 | +21,742 | 65.2% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 53,221 | 607 | 0.0% | — | 57 | +53,221 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 52,009 | 600 | 0.03% | 0.05% | 58 | -9,797 | -15.85% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 52,009 | 593 | 0.01% | 0.0% | 59 | +38,264 | 278.38% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,778 | 591 | 0.0% | 0.0% | 60 | +25,677 | 98.38% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 51,607 | 589 | 0.02% | 0.17% | 61 | -152,435 | -74.71% | Q4 2025 | Feb 04, 2026 |
| Abel Hall, LLC | History | No change | 51,000 | 582 | 0.14% | 0.26% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 50,749 | 579 | 0.0% | 0.0% | 63 | -17,463 | -25.6% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 50,691 | 578 | 0.01% | 0.01% | 64 | -1,036 | -2.0% | Q4 2025 | Jan 29, 2026 |
| Everstar Asset Management, LLC | History | Added to | 43,748 | 576 | 0.31% | 0.12% | 65 | +26,123 | 148.22% | Q4 2025 | Feb 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 50,033 | 571 | 0.01% | 0.01% | 66 | -1,500 | -2.91% | Q4 2025 | Feb 11, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 47,609 | 549 | 0.17% | 0.34% | 67 | -30,745 | -39.24% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 46,588 | 532 | 0.0% | 0.0% | 68 | +8,303 | 21.69% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 43,641 | 498 | 0.03% | — | 69 | +43,641 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,795 | 488 | 0.0% | 0.0% | 70 | +4,056 | 10.47% | Q4 2025 | Feb 10, 2026 |
| Calamos Advisors LLC | History | Added to | 42,391 | 484 | 0.0% | 0.0% | 71 | +10,314 | 32.15% | Q4 2025 | Jan 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 42,124 | 481 | 0.32% | 0.35% | 72 | -1,927 | -4.37% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 41,872 | 478 | 0.01% | 0.02% | 73 | -13,364 | -24.19% | Q4 2025 | Jan 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 41,355 | 473 | 0.11% | 0.11% | 74 | +6,769 | 19.57% | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,559 | 451 | 0.0% | 0.0% | 75 | +513 | 1.31% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 38,500 | 439 | 0.0% | 0.0% | 76 | +11,500 | 42.59% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 38,113 | 435 | 0.01% | 0.02% | 77 | -20,067 | -34.49% | Q4 2025 | Feb 05, 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | History | Reduced | 37,550 | 428 | 0.32% | 0.41% | 78 | -3,500 | -8.53% | Q4 2025 | Feb 20, 2026 |
| Next Level Private LLC | History | Added to | 37,433 | 427 | 0.11% | 0.13% | 79 | +419 | 1.13% | Q4 2025 | Jan 07, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 35,000 | 399 | 0.32% | 0.24% | 80 | +10,700 | 44.03% | Q4 2025 | Jan 16, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,702 | 384 | 0.0% | 0.01% | 81 | -23,947 | -41.54% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,488 | 382 | 0.0% | 0.0% | 82 | +29,933 | 842.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 33,437 | 381 | 0.0% | 0.0% | 83 | +954 | 2.94% | Q4 2025 | Jan 29, 2026 |
| PKS Advisory Services, LLC | History | Added to | 32,252 | 368 | 0.08% | 0.08% | 84 | +447 | 1.41% | Q4 2025 | Feb 02, 2026 |
| Caldwell Trust Co | History | Reduced | 31,797 | 363 | 0.03% | 0.04% | 85 | -1,290 | -3.9% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 31,478 | 359 | 0.05% | — | 86 | +31,478 | New | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 30,923 | 353 | 0.05% | 0.05% | 87 | +6,371 | 25.95% | Q4 2025 | Jan 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 30,440 | 351 | 0.02% | — | 88 | +30,440 | New | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 30,335 | 346 | 0.01% | — | 89 | +30,335 | New | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,007 | 342 | 0.0% | 0.0% | 90 | +1,823 | 6.47% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 27,741 | 316 | 0.02% | 0.02% | 91 | +2,185 | 8.55% | Q4 2025 | Jan 29, 2026 |
| Strategic Advisors LLC | History | Reduced | 27,023 | 308 | 0.05% | 0.06% | 92 | -1,732 | -6.02% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,966 | 307 | 0.0% | 0.0% | 93 | -633 | -2.29% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | New | 26,749 | 305 | 0.02% | — | 94 | +26,749 | New | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 25,381 | 289 | 0.0% | 0.0% | 95 | +412 | 1.65% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | New | 25,000 | 288 | 0.2% | — | 96 | +25,000 | New | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 23,400 | 267 | 0.01% | 0.01% | 97 | -679 | -2.82% | Q4 2025 | Feb 10, 2026 |
| Summit Global Investments | History | No change | 23,300 | 266 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 23,179 | 264 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Auxano Advisors, LLC | History | Added to | 23,077 | 263 | 0.05% | 0.06% | 100 | +461 | 2.04% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,785 | 260 | 0.0% | 0.0% | 101 | +511 | 2.29% | Q4 2025 | Jan 20, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 19,700 | 225 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 19,286 | 220 | 0.05% | 0.06% | 103 | -1,000 | -4.93% | Q4 2025 | Jan 21, 2026 |
| Breakwater Capital Group | History | Reduced | 18,752 | 214 | 0.03% | 0.09% | 104 | -28,025 | -59.91% | Q4 2025 | Jan 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,837 | 203 | 0.0% | 0.0% | 105 | -71 | -0.4% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,657 | 201 | 0.0% | 0.0% | 106 | -1,936 | -9.88% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | New | 17,500 | 199 | 0.01% | — | 107 | +17,500 | New | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 16,359 | 190 | 0.02% | — | 108 | +16,359 | New | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,512 | 188 | 0.0% | 0.0% | 109 | +1,215 | 7.94% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | No change | 15,300 | 174 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 15,090 | 172 | 0.0% | 0.0% | 111 | +11 | 0.07% | Q4 2025 | Jan 26, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 15,000 | 171 | 0.0% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 14,896 | 170 | 0.35% | 0.37% | 113 | +25 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Seelaus Asset Management LLC | History | Added to | 14,735 | 168 | 0.13% | 0.12% | 114 | +3,000 | 25.56% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 14,623 | 166 | 0.0% | 0.0% | 115 | +1,191 | 8.87% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,554 | 166 | 0.0% | 0.0% | 116 | +253 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Sage Capital Management, LLC | History | Reduced | 14,496 | 165 | 0.08% | 0.29% | 117 | -36,607 | -71.63% | Q4 2025 | Jan 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 14,253 | 162 | 0.02% | 0.03% | 118 | -1,711 | -10.72% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | No change | 13,561 | 154 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | Added to | 12,849 | 146 | 0.01% | 0.01% | 120 | +67 | 0.52% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 12,667 | 145 | 0.01% | — | 121 | +12,667 | New | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 12,592 | 143 | 0.0% | 0.01% | 122 | -4,415 | -25.96% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 12,200 | 139 | 0.0% | — | 124 | +12,200 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 12,132 | 139 | 0.01% | 0.01% | 123 | -1,205 | -9.04% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,086 | 138 | 0.0% | 0.0% | 125 | +5,564 | 85.31% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | New | 12,066 | 137 | 0.0% | — | 127 | +12,066 | New | Q4 2025 | Mar 12, 2026 |
| Sigma Planning Corp | History | Reduced | 12,041 | 137 | 0.0% | 0.0% | 126 | -771 | -6.02% | Q4 2025 | Jan 30, 2026 |
| Investors Research Corp | History | No change | 11,615 | 132 | 0.02% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,425 | 130 | 0.0% | 0.0% | 129 | -2,716 | -19.21% | Q4 2025 | Jan 13, 2026 |
| Alteri Wealth LLC | History | No change | 11,405 | 130 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NOMURA HOLDINGS INC | History | New | 11,375 | 129 | 0.0% | — | 131 | +11,375 | New | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | New | 11,339 | 129 | 0.07% | — | 133 | +11,339 | New | Q4 2025 | Feb 05, 2026 |
| CHANNEL WEALTH LLC | History | No change | 11,363 | 129 | 0.03% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,220 | 128 | 0.01% | 0.01% | 134 | -1,275 | -10.2% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,967 | 126 | 0.0% | 0.0% | 136 | -2,618 | -19.27% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | No change | 11,064 | 126 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,000 | 125 | 0.0% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Register Financial Advisors LLC | History | New | 10,700 | 122 | 0.05% | — | 138 | +10,700 | New | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | New | 10,572 | 120 | 0.01% | — | 139 | +10,572 | New | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 10,478 | 119 | 0.01% | — | 140 | +10,478 | New | Q4 2025 | Jan 09, 2026 |
| Principle Wealth Partners LLC | History | No change | 10,373 | 118 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,325 | 117 | 0.0% | 0.0% | 142 | -11,514 | -52.72% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 10,241 | 116 | 0.01% | — | 143 | +10,241 | New | Q4 2025 | Feb 03, 2026 |
| MRA Advisory Group | History | Added to | 10,083 | 115 | 0.05% | 0.05% | 144 | +35 | 0.35% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,090 | 112 | 0.0% | 0.0% | 145 | -1,525 | -13.13% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 8,564 | 97 | 0.0% | — | 146 | +8,564 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,742 | 76 | 0.0% | 0.0% | 147 | -130 | -1.89% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 6,422 | 73 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,422 | 73 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 6,000 | 69 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 5,939 | 67 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 5,631 | 64 | 0.01% | — | 152 | +5,631 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 5,245 | 59 | 0.0% | 0.0% | 153 | +105 | 2.04% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5,111 | 58 | 0.01% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 5,000 | 57 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 4,000 | 45 | 0.0% | — | 156 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,291 | 37 | 0.0% | 0.0% | 157 | +1,414 | 75.33% | Q4 2025 | Jan 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,177 | 36 | 0.01% | — | 158 | +3,177 | New | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 3,000 | 34 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,400 | 27 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,170 | 24 | 0.0% | — | 161 | +2,170 | New | Q4 2025 | Feb 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2,000 | 23 | 0.02% | — | 163 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,017 | 23 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,928 | 22 | 0.01% | — | 165 | +1,928 | New | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,000 | 22 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,865 | 21 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,781 | 20 | 0.0% | — | 168 | +1,781 | New | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | Added to | 1,830 | 20 | 0.0% | 0.0% | 167 | +20 | 1.1% | Q4 2025 | Feb 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,408 | 16 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 1,325 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Reduced | 1,227 | 14 | 0.0% | 0.0% | 171 | -721 | -37.01% | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,289 | 14 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,141 | 13 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,056 | 12 | 0.0% | 0.0% | 174 | -3,425 | -76.43% | Q4 2025 | Jan 22, 2026 |
| Morse Asset Management, Inc | History | Added to | 1,025 | 11 | 0.0% | 0.0% | 176 | +20 | 1.99% | Q4 2025 | Feb 03, 2026 |
| EASTERN BANK | History | No change | 1,000 | 11 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 925 | 10 | 0.0% | 0.0% | 177 | -369 | -28.52% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 800 | 9 | 0.0% | 0.0% | 178 | +700 | 700.0% | Q4 2025 | Jan 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 850 | 9 | 0.01% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 734 | 8 | 0.0% | 0.0% | 181 | +50 | 7.31% | Q4 2025 | Feb 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 774 | 8 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 775 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 596 | 6 | 0.0% | 0.01% | 183 | -435 | -42.19% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 456 | 5 | 0.0% | 0.01% | 184 | -1,964 | -81.16% | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | No change | 376 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IMG Wealth Management, Inc. | History | New | 282 | 3 | 0.0% | — | 193 | +282 | New | Q4 2025 | Feb 05, 2026 |
| DT Investment Partners, LLC | History | New | 270 | 3 | 0.0% | — | 191 | +270 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 300 | 3 | 0.0% | 0.0% | 192 | -129 | -30.07% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 300 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 230 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 240 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WFA of San Diego, LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 196 | -100 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -370,536 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.32% | — | -202,210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -66,819 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,266 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,578 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rooted Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,125 | -100.0% | Q3 2025 | Oct 20, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,710 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,344 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,967 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,565 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,026 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,121 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -695 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Russell Investments Group, Ltd. | History | Reduced | 2 | 0 | — | 0.0% | — | -598 | -99.67% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Nov 05, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 27 | 0 | — | — | — | +7 | 35.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |