SABINE ROYALTY TRUST - SBR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Americana Partners, LLC | History | Added to | 278,281 | 20,871 | 0.54% | 0.51% | 1 | +8,348 | 3.09% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 221,967 | 16,647 | 0.09% | 0.04% | 2 | +135,578 | 156.94% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 178,301 | 13,433 | 0.22% | 0.18% | 3 | +19,692 | 12.42% | Q1 2026 | Apr 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 143,555 | 10,815 | 0.05% | 0.04% | 4 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 135,264 | 10,190 | 0.0% | 0.0% | 5 | +7,805 | 6.12% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 111,150 | 8,374 | 0.09% | 0.1% | 6 | +1,663 | 1.52% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 106,639 | 8,034 | 0.19% | — | 7 | +106,639 | New | Q1 2026 | May 11, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 81,346 | 6,128 | 0.02% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 68,082 | 5,106 | 0.57% | 0.55% | 9 | +70 | 0.1% | Q1 2026 | Apr 07, 2026 |
| MARSHALL WACE, LLP | History | New | 58,843 | 4,433 | 0.0% | — | 10 | +58,843 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 49,361 | 3,718 | 0.0% | 0.0% | 11 | +23,983 | 94.5% | Q1 2026 | May 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 39,145 | 2,949 | 0.3% | 0.2% | 12 | +10,099 | 34.77% | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 35,185 | 2,650 | 0.25% | 0.23% | 13 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,795 | 2,621 | 0.0% | 0.0% | 14 | -4,092 | -10.52% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,516 | 2,374 | 0.0% | 0.0% | 15 | -733 | -2.27% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | No change | 31,115 | 2,344 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 31,096 | 2,332 | 0.08% | 0.08% | 17 | -917 | -2.86% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 30,640 | 2,308 | 0.06% | 0.0% | 18 | +29,850 | 3778.48% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 26,819 | 2,020 | 0.0% | 0.0% | 19 | +1,778 | 7.1% | Q1 2026 | May 06, 2026 |
| Significant Wealth Partners LLC | History | New | 26,210 | 1,965 | 2.42% | — | 20 | +26,210 | New | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,333 | 1,908 | 0.0% | 0.0% | 21 | -11,438 | -31.11% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 25,058 | 1,887 | 0.0% | 0.0% | 22 | +3,950 | 18.71% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 25,055 | 1,887 | 0.02% | 0.02% | 23 | +3,297 | 15.15% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,481 | 1,761 | 0.02% | 0.02% | 24 | -291 | -1.22% | Q1 2026 | Apr 20, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 23,325 | 1,749 | 0.26% | 0.24% | 25 | -375 | -1.58% | Q1 2026 | May 05, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 23,100 | 1,740 | 0.52% | 0.52% | 26 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 23,055 | 1,737 | 0.02% | 0.02% | 27 | -194 | -0.83% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 21,894 | 1,649 | 0.0% | 0.0% | 28 | +4,056 | 22.74% | Q1 2026 | May 05, 2026 |
| Clare Market Investments LLC | History | New | 21,825 | 1,644 | 0.34% | — | 29 | +21,825 | New | Q1 2026 | Apr 29, 2026 |
| BWM Planning, LLC | History | No change | 21,552 | 1,623 | 0.43% | 0.39% | 30 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VeraBank, N.A. | History | Reduced | 19,752 | 1,488 | 0.27% | 0.3% | 31 | -4,272 | -17.78% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 17,834 | 1,337 | 0.0% | 0.0% | 32 | +115 | 0.65% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 17,724 | 1,335 | 0.0% | 0.0% | 33 | -2,789 | -13.6% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 17,289 | 1,302 | 0.0% | 0.0% | 34 | +1,542 | 9.79% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,122 | 1,228 | 0.0% | 0.0% | 35 | -13,305 | -45.21% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,423 | 1,161 | 0.0% | 0.0% | 36 | -120 | -0.77% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,888 | 1,121 | 0.0% | 0.0% | 37 | -532 | -3.45% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,934 | 1,121 | 0.0% | 0.0% | 38 | -91 | -0.61% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 14,846 | 1,113 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,595 | 1,099 | 0.05% | 0.04% | 40 | -119 | -0.81% | Q1 2026 | May 08, 2026 |
| MCDANIEL TERRY & CO | History | Added to | 14,000 | 1,054 | 0.09% | 0.04% | 41 | +7,000 | 100.0% | Q1 2026 | May 05, 2026 |
| Sendero Wealth Management, LLC | History | No change | 12,927 | 973 | 0.11% | 0.1% | 42 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | No change | 12,680 | 953 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 12,151 | 911 | 0.01% | 0.01% | 44 | -50 | -0.41% | Q1 2026 | Apr 17, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 11,985 | 901 | 0.66% | 0.64% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 11,618 | 875 | 0.0% | 0.0% | 46 | +5,678 | 95.59% | Q1 2026 | May 13, 2026 |
| MOTCO | History | No change | 11,600 | 873 | 0.08% | 0.07% | 47 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,296 | 851 | 0.0% | 0.0% | 48 | +129 | 1.16% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,004 | 829 | 0.02% | 0.02% | 49 | +1,007 | 10.07% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,809 | 814 | 0.01% | 0.01% | 50 | +4 | 0.04% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 10,466 | 797 | 0.69% | — | 52 | +10,466 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 10,466 | 797 | 0.69% | 0.68% | 51 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,600 | 795 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 10,357 | 776 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 10,268 | 773 | 0.0% | — | 55 | +10,268 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 10,267 | 772 | 0.05% | 0.03% | 56 | +4,359 | 73.78% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 10,081 | 759 | 0.05% | 0.04% | 57 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Burford Brothers, Inc. | History | No change | 10,000 | 750 | 0.31% | 0.28% | 58 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,237 | 695 | 0.04% | 0.04% | 59 | +14 | 0.15% | Q1 2026 | Apr 24, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 9,020 | 679 | 0.45% | 0.42% | 60 | -25 | -0.28% | Q1 2026 | Apr 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 9,000 | 678 | 0.04% | 0.04% | 61 | -500 | -5.26% | Q1 2026 | Apr 30, 2026 |
| DGS Capital Management, LLC | History | Added to | 8,582 | 643 | 0.11% | 0.06% | 62 | +3,685 | 75.25% | Q1 2026 | Apr 28, 2026 |
| Fielder Capital Group LLC | History | Reduced | 8,497 | 640 | 0.14% | 0.14% | 64 | -1,080 | -11.28% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,500 | 640 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 8,080 | 608 | 0.01% | — | 65 | +8,080 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,000 | 602 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 8,171 | 585 | 0.0% | 0.01% | 67 | -5,857 | -41.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,682 | 578 | 0.0% | 0.0% | 68 | +2,354 | 44.18% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,600 | 572 | 0.0% | 0.0% | 69 | -1,500 | -16.48% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | No change | 7,300 | 549 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | No change | 7,032 | 527 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,869 | 517 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 6,850 | 516 | 0.0% | — | 73 | +6,850 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,800 | 512 | 0.05% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 6,757 | 509 | 0.0% | 0.0% | 75 | +254 | 3.91% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,221 | 468 | 0.0% | 0.0% | 76 | +1,983 | 46.79% | Q1 2026 | Apr 30, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 6,000 | 450 | 0.09% | 0.08% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 5,982 | 448 | 0.0% | 0.0% | 78 | -5,982 | -50.0% | Q1 2026 | May 04, 2026 |
| STATE STREET CORP | History | Reduced | 5,901 | 444 | 0.0% | 0.0% | 79 | -1,239 | -17.35% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 5,807 | 437 | 0.05% | 0.02% | 80 | +3,132 | 117.08% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 5,377 | 403 | 0.0% | 0.0% | 81 | +14 | 0.26% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 5,345 | 402 | 0.0% | 0.0% | 82 | +2,794 | 109.53% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,300 | 399 | 0.04% | 0.02% | 83 | -37 | -0.69% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 5,260 | 396 | 0.06% | 0.05% | 84 | +502 | 10.55% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,255 | 394 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Custos Family Office, LLC | History | No change | 5,564 | 381 | 0.26% | 0.26% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,000 | 376 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,816 | 362 | 0.0% | 0.0% | 88 | +46 | 0.96% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,683 | 352 | 0.0% | 0.0% | 89 | +1,137 | 32.06% | Q1 2026 | May 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 4,533 | 341 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 4,493 | 338 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 4,395 | 331 | 0.01% | 0.01% | 92 | -1,927 | -30.48% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,190 | 315 | 0.02% | 0.02% | 93 | +34 | 0.82% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,982 | 300 | 0.0% | 0.0% | 94 | -2,963 | -42.66% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,911 | 293 | 0.01% | 0.01% | 95 | +29 | 0.75% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,768 | 282 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,617 | 272 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 3,539 | 266 | 0.0% | 0.0% | 98 | -280 | -7.33% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,506 | 264 | 0.0% | — | 99 | +3,506 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,494 | 263 | 0.0% | 0.0% | 100 | -1,189 | -25.39% | Q1 2026 | May 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,500 | 262 | 0.13% | 0.14% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 3,417 | 256 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,387 | 255 | 0.0% | 0.0% | 103 | -167 | -4.7% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,324 | 250 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,058 | 230 | 0.0% | — | 105 | +3,058 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 3,000 | 226 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,000 | 226 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 2,959 | 222 | 0.02% | — | 108 | +2,959 | New | Q1 2026 | Apr 30, 2026 |
| Artesa Financial Group, LLC | History | New | 2,847 | 213 | 0.2% | — | 109 | +2,847 | New | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | New | 2,700 | 203 | 0.01% | — | 110 | +2,700 | New | Q1 2026 | May 12, 2026 |
| FAIRFIELD, BUSH & CO. | History | New | 2,676 | 201 | 0.11% | — | 111 | +2,676 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,168 | 163 | 0.0% | 0.0% | 112 | -121 | -5.29% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,777 | 133 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 1,500 | 113 | 0.0% | — | 114 | +1,500 | New | Q1 2026 | Apr 30, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,437 | 108 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BankPlus Trust Department | History | No change | 1,360 | 102 | 0.03% | 0.02% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 1,337 | 97 | 0.02% | — | 117 | +1,337 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,282 | 96 | 0.0% | 0.0% | 118 | +456 | 55.21% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,040 | 78 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 75 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,000 | 75 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,000 | 75 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,000 | 68 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 865 | 63 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Added to | 821 | 61 | 0.0% | 0.0% | 125 | +10 | 1.23% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 606 | 45 | 0.0% | 0.0% | 126 | -1,449 | -70.51% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 600 | 45 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | Added to | 501 | 37 | 0.02% | 0.01% | 129 | +64 | 14.65% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 500 | 37 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 483 | 36 | 0.0% | 0.01% | 130 | -1,000 | -67.43% | Q1 2026 | Apr 23, 2026 |
| Olistico Wealth, LLC | History | No change | 427 | 32 | 0.02% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | No change | 386 | 28 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 248 | 18 | 0.0% | 0.0% | 133 | +3 | 1.22% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 231 | 17 | 0.0% | 0.0% | 134 | -83 | -26.43% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 228 | 17 | 0.0% | 0.0% | 135 | -13 | -5.39% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 226 | 16 | 0.01% | — | 136 | +226 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 195 | 14 | 0.0% | 0.0% | 138 | -50 | -20.41% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 159 | 10 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 125 | 9 | 0.0% | — | 141 | +125 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 114 | 8 | 0.0% | — | 142 | +114 | New | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 85 | 6 | 0.0% | — | 143 | +85 | New | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 55 | 4 | 0.0% | — | 145 | +55 | New | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 56 | 4 | 0.0% | 0.0% | 144 | +6 | 12.0% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | No change | 45 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | New | 27 | 2 | 0.0% | — | 149 | +27 | New | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 28 | 2 | 0.0% | 0.0% | 147 | +10 | 55.56% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,050 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,888 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,394 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,170 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,045 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,797 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.16% | — | -2,955 | -100.0% | Q1 2026 | May 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -974 | -100.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Reduced | 9 | 0 | — | 0.0% | — | -35 | -79.55% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Jun 02, 2026 |
| Investors Portfolio Services LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |