ALPS ETF Trust - SDOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,859,179 | 112,424 | 0.01% | 0.01% | 1 | +426,639 | 29.78% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,041,535 | 62,981 | 0.0% | 0.0% | 2 | -4,624 | -0.44% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 656,805 | 39,716 | 0.01% | 0.01% | 3 | +14,621 | 2.28% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 319,518 | 19,321 | 0.01% | 0.01% | 4 | +23,975 | 8.11% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 277,235 | 16,764 | 0.0% | 0.0% | 5 | -25,382 | -8.39% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 272,503 | 16,478 | 0.0% | 0.0% | 6 | +7,701 | 2.91% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 198,224 | 11,986 | 0.02% | 0.02% | 7 | -9,959 | -4.78% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 153,990 | 9,311 | 0.0% | — | 8 | +153,990 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 139,664 | 8,445 | 0.0% | 0.0% | 9 | +66,078 | 89.8% | Q4 2025 | Mar 25, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 97,509 | 5,896 | 0.01% | 0.02% | 10 | -7,941 | -7.53% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 89,748 | 5,427 | 0.75% | 0.76% | 11 | +3,529 | 4.09% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 77,198 | 4,781 | 0.01% | 0.01% | 12 | +4,806 | 6.64% | Q4 2025 | Jan 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 71,959 | 4,351 | 0.14% | 0.12% | 13 | +1,559 | 2.21% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Added to | 62,745 | 3,794 | 0.09% | 0.02% | 14 | +51,568 | 461.38% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 61,497 | 3,718 | 0.0% | 0.0% | 15 | +229 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 56,070 | 3,390 | 2.09% | 2.11% | 16 | -291 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 51,790 | 3,131 | 0.01% | 0.01% | 17 | -1,673 | -3.13% | Q4 2025 | Mar 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 48,122 | 2,909 | 0.1% | 0.11% | 18 | +604 | 1.27% | Q4 2025 | Feb 04, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 45,911 | 2,776 | 0.68% | 0.67% | 19 | -831 | -1.78% | Q4 2025 | Feb 12, 2026 |
| Paller Financial Services Inc | History | New | 43,815 | 2,649 | 2.12% | — | 20 | +43,815 | New | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 40,870 | 2,471 | 0.0% | 0.0% | 21 | -637 | -1.53% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,022 | 2,420 | 0.0% | 0.0% | 22 | +4,056 | 11.28% | Q4 2025 | Feb 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 37,851 | 2,288 | 0.83% | 0.88% | 23 | -855 | -2.21% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,803 | 2,156 | 0.0% | 0.0% | 24 | -1,202 | -3.25% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 35,446 | 2,143 | 0.12% | 0.13% | 25 | -450 | -1.25% | Q4 2025 | Feb 04, 2026 |
| TMB Capital Partners, LLC | History | New | 33,117 | 2,002 | 0.68% | — | 26 | +33,117 | New | Q4 2025 | Feb 19, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 31,360 | 1,896 | 0.01% | 0.01% | 27 | -142 | -0.45% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,985 | 1,873 | 0.0% | 0.0% | 28 | +10,450 | 50.89% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 29,456 | 1,781 | 0.01% | 0.01% | 29 | -3,207 | -9.82% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 28,740 | 1,738 | 0.8% | 0.78% | 30 | +45 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 25,838 | 1,562 | 0.01% | 0.01% | 31 | -505 | -1.92% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,396 | 1,535 | 0.01% | 0.01% | 32 | +55 | 0.22% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 24,488 | 1,480 | 0.01% | 0.01% | 33 | +134 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,502 | 1,361 | 0.0% | 0.0% | 34 | -4,998 | -18.17% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 21,342 | 1,290 | 0.02% | 0.02% | 35 | -531 | -2.43% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,304 | 1,288 | 0.0% | 0.01% | 36 | +804 | 3.92% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 21,074 | 1,274 | 0.02% | 0.02% | 37 | -203 | -0.95% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,540 | 1,242 | 0.0% | 0.0% | 38 | +229 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 18,607 | 1,125 | 0.16% | 0.18% | 39 | +513 | 2.84% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,126 | 1,096 | 0.02% | 0.02% | 40 | +86 | 0.48% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,441 | 994 | 0.0% | 0.0% | 41 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 16,115 | 974 | 0.11% | 0.11% | 42 | +49 | 0.3% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,851 | 958 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 15,813 | 956 | 0.14% | 0.15% | 44 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,360 | 928 | 0.01% | 0.01% | 45 | +880 | 6.08% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 15,244 | 921 | 0.0% | 0.0% | 46 | +59 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 14,802 | 895 | 0.16% | 0.17% | 48 | -465 | -3.05% | Q4 2025 | Jan 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 14,812 | 895 | 0.36% | 0.35% | 47 | -44 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,858 | 837 | 0.0% | 0.0% | 49 | +2,678 | 23.95% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 13,223 | 799 | 0.0% | 0.0% | 50 | +116 | 0.89% | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | Added to | 12,086 | 730 | 0.27% | 0.26% | 51 | +334 | 2.84% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,979 | 724 | 0.0% | — | 52 | +11,979 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 10,820 | 654 | 0.0% | — | 53 | +10,820 | New | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 9,825 | 594 | 0.36% | 0.38% | 54 | -10 | -0.1% | Q4 2025 | Jan 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,108 | 550 | 0.01% | 0.01% | 55 | +788 | 9.47% | Q4 2025 | Feb 09, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 7,950 | 538 | 0.16% | 0.15% | 56 | +64 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 8,634 | 522 | 0.0% | 0.0% | 57 | -218 | -2.46% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,420 | 509 | 0.0% | 0.0% | 58 | -119 | -1.39% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,377 | 507 | 0.0% | 0.0% | 59 | +1,583 | 23.3% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,272 | 500 | 0.0% | 0.0% | 60 | -287 | -3.35% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 8,272 | 500 | 0.23% | 0.23% | 61 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group | History | Added to | 8,170 | 494 | 0.04% | 0.03% | 62 | +2,091 | 34.4% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,107 | 487 | 0.01% | 0.01% | 63 | +48 | 0.6% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,714 | 466 | 0.0% | 0.0% | 64 | -4,121 | -34.82% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,635 | 461 | 0.03% | 0.03% | 65 | -147 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Virtu Financial LLC | History | New | 7,610 | 460 | 0.02% | — | 66 | +7,610 | New | Q4 2025 | Feb 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,603 | 459 | 0.0% | 0.0% | 67 | -931 | -10.91% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 7,528 | 455 | 0.0% | — | 68 | +7,528 | New | Q4 2025 | Feb 05, 2026 |
| Parvin Asset Management, LLC | History | No change | 7,521 | 454 | 0.36% | 0.39% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 7,250 | 438 | 0.02% | 0.03% | 70 | -764 | -9.53% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,185 | 434 | 0.02% | 0.03% | 71 | +15 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,134 | 431 | 0.01% | 0.01% | 72 | -758 | -9.6% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,039 | 425 | 0.01% | 0.01% | 73 | +24 | 0.34% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 6,978 | 421 | 0.0% | 0.0% | 74 | +2,317 | 49.71% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,700 | 405 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,582 | 398 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,394 | 386 | 0.27% | 0.32% | 77 | -558 | -8.03% | Q4 2025 | Jan 23, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 6,302 | 381 | 0.07% | 0.07% | 78 | +57 | 0.91% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,017 | 363 | 0.01% | 0.02% | 79 | -2,647 | -30.55% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,738 | 347 | 0.0% | 0.02% | 80 | -39,190 | -87.23% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,491 | 332 | 0.13% | 0.13% | 81 | -19 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,282 | 332 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,170 | 312 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,150 | 311 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,873 | 294 | 0.0% | 0.0% | 85 | +57 | 1.18% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 4,870 | 294 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Convergence Financial, LLC | History | Reduced | 4,794 | 289 | 0.04% | 0.04% | 87 | -95 | -1.94% | Q4 2025 | Feb 11, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 4,715 | 285 | 0.09% | 0.09% | 88 | -77 | -1.61% | Q4 2025 | Jan 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,712 | 284 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,655 | 281 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hudock, Inc. | History | No change | 4,285 | 259 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 4,250 | 255 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,225 | 255 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,165 | 251 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,029 | 243 | 0.0% | 0.0% | 95 | -42 | -1.03% | Q4 2025 | Feb 18, 2026 |
| MKT Advisors LLC | History | No change | 3,925 | 240 | 0.08% | 0.09% | 96 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 3,932 | 237 | 0.07% | 0.08% | 97 | -250 | -5.98% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,885 | 234 | 0.01% | 0.02% | 98 | +446 | 12.97% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,829 | 231 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,760 | 227 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,750 | 226 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,671 | 223 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,606 | 218 | 0.0% | 0.0% | 103 | +16 | 0.45% | Q4 2025 | Feb 02, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 3,586 | 216 | 0.07% | — | 104 | +3,586 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,495 | 211 | 0.0% | 0.0% | 105 | -440 | -11.18% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,444 | 208 | 0.01% | 0.01% | 106 | -248 | -6.72% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,402 | 205 | 0.0% | 0.0% | 107 | -10,926 | -76.26% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | No change | 3,404 | 205 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,331 | 201 | 0.0% | — | 109 | +3,331 | New | Q4 2025 | Feb 09, 2026 |
| Well Done, LLC | History | New | 3,318 | 200 | 0.03% | — | 111 | +3,318 | New | Q4 2025 | Jan 13, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | New | 3,300 | 200 | 0.11% | — | 110 | +3,300 | New | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,740 | 165 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,282 | 137 | 0.01% | — | 113 | +2,282 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,172 | 131 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 2,093 | 126 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,077 | 125 | 0.0% | 0.01% | 116 | -1,180 | -36.23% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,010 | 121 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,750 | 105 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 1,654 | 100 | 0.0% | 0.0% | 119 | +1,358 | 458.78% | Q4 2025 | Feb 13, 2026 |
| eCIO, Inc. | History | New | 1,634 | 98 | 0.05% | — | 120 | +1,634 | New | Q4 2025 | Jan 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,198 | 72 | 0.0% | 0.0% | 121 | +254 | 26.91% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,104 | 66 | 0.0% | 0.0% | 122 | +604 | 120.8% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 1,098 | 66 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,018 | 61 | 0.0% | 0.0% | 124 | -89 | -8.04% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 60 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Register Financial Advisors LLC | History | No change | 925 | 55 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 819 | 49 | 0.0% | 0.0% | 127 | -1 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 770 | 46 | 0.0% | — | 128 | +770 | New | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | No change | 750 | 45 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 611 | 36 | 0.0% | 0.0% | 130 | +211 | 52.75% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 553 | 33 | 0.0% | — | 131 | +553 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 500 | 30 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 30 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 505 | 30 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 446 | 26 | 0.0% | 0.0% | 135 | -1,650 | -78.72% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 250 | 15 | 0.0% | — | 137 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 249 | 15 | 0.01% | — | 138 | +249 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | No change | 250 | 15 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PITTENGER & ANDERSON INC | History | New | 200 | 12 | 0.0% | — | 139 | +200 | New | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | No change | 210 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| one8zero8, LLC | History | No change | 195 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 173 | 10 | 0.0% | — | 142 | +173 | New | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 150 | 9 | 0.0% | — | 143 | +150 | New | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 160 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 155 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 146 | 8 | 0.0% | 0.0% | 146 | +2 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | No change | 140 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 116 | 7 | 0.0% | — | 148 | +106 | 1060.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | New | 100 | 6 | 0.0% | — | 150 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 100 | 6 | 0.0% | — | 151 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 89 | 5 | 0.0% | 0.0% | 152 | -83 | -48.26% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 63 | 3 | 0.0% | — | 153 | +63 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Winthrop Capital Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 30 | 1 | 0.0% | — | 158 | +30 | New | Q4 2025 | Feb 19, 2026 |
| Truvestments Capital LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | No change | 26 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,185 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,263 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,905 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -989 | -100.0% | Q3 2025 | Oct 06, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -892 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BlackRock, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -54 | -98.18% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |