abrdn Gold ETF Trust - SGOL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 89 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Metis Global Partners, LLC | History | Reduced | 6,150,494 | 252,662 | 5.97% | 5.9% | 1 | -658,097 | -9.67% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,367,518 | 179,417 | 0.01% | 0.01% | 2 | +238,704 | 5.78% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,819,302 | 156,896 | 0.01% | 0.01% | 3 | +75,754 | 2.02% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,026,827 | 124,342 | 0.02% | 0.02% | 4 | +77,300 | 2.62% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,319,730 | 95,294 | 0.01% | 0.0% | 5 | +124,404 | 5.67% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,059,659 | 84,610 | 0.02% | 0.02% | 6 | +300,746 | 17.1% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,833,770 | 75,331 | 0.08% | 0.08% | 7 | -31,505 | -1.69% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 1,736,674 | 71,342 | 0.01% | 0.01% | 8 | +44,164 | 2.61% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN POINT CAPITAL, LP | History | Added to | 1,300,000 | 53,404 | 16.52% | 16.99% | 9 | +100,000 | 8.33% | Q4 2025 | Feb 17, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 1,013,425 | 41,631 | 12.54% | 11.68% | 10 | -1,665 | -0.16% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,007,320 | 41,380 | 0.01% | 0.01% | 11 | -42,321 | -4.03% | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 1,005,236 | 41,295 | 7.02% | 5.99% | 12 | -46,443 | -4.42% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | Added to | 997,325 | 40,970 | 3.03% | 2.81% | 13 | +23,905 | 2.46% | Q4 2025 | Jan 20, 2026 |
| Jain Global LLC | History | New | 644,220 | 26,464 | 0.13% | — | 14 | +644,220 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 628,244 | 25,809 | 0.0% | — | 15 | +628,244 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 621,550 | 25,533 | 0.07% | 0.07% | 16 | +35,000 | 5.97% | Q4 2025 | Jan 26, 2026 |
| London & Capital Asset Management Ltd | History | New | 616,575 | 25,325 | 0.26% | — | 17 | +616,575 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 591,665 | 24,305 | 0.01% | 0.01% | 18 | +89,154 | 17.74% | Q4 2025 | Feb 18, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 588,218 | 24,160 | 7.36% | 6.23% | 19 | +80,074 | 15.76% | Q4 2025 | Jan 21, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 584,802 | 24,023 | 5.06% | 4.86% | 20 | -22,509 | -3.71% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 580,336 | 23,840 | 0.03% | 0.02% | 21 | +14,097 | 2.49% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 549,620 | 22,578 | 0.13% | 0.13% | 22 | -1,954 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 540,318 | 22,196 | 0.09% | 0.09% | 23 | +29,248 | 5.72% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Reduced | 497,349 | 20,431 | 1.98% | 1.79% | 24 | -5,737 | -1.14% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 496,382 | 20,391 | 0.03% | 0.02% | 25 | +31,588 | 6.8% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 470,736 | 19,337 | 0.0% | 0.0% | 26 | +414,304 | 734.17% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 464,245 | 19,071 | 1.75% | 2.04% | 27 | -123,169 | -20.97% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 460,111 | 18,901 | 0.61% | 0.81% | 28 | -19,502 | -4.07% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 460,084 | 18,900 | 0.05% | 0.05% | 29 | -10,061 | -2.14% | Q4 2025 | Feb 13, 2026 |
| WT Wealth Management | History | Reduced | 452,444 | 18,586 | 5.34% | 4.96% | 30 | -16,349 | -3.49% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 431,346 | 17,719 | 0.03% | 0.02% | 31 | +14,144 | 3.39% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 429,789 | 17,655 | 1.51% | 1.36% | 32 | +9,054 | 2.15% | Q4 2025 | Jan 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 428,993 | 17,623 | 3.21% | 2.8% | 33 | -3,660 | -0.85% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 413,380 | 16,981 | 0.19% | 0.18% | 34 | -15,127 | -3.53% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 408,709 | 16,790 | 0.05% | 0.05% | 35 | -10,284 | -2.45% | Q4 2025 | Jan 26, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 392,008 | 16,103 | 0.03% | 48.0% | 36 | +111,159 | 39.58% | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 379,816 | 15,602 | 3.25% | 3.23% | 37 | -26,635 | -6.55% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 376,004 | 15,446 | 0.12% | 0.13% | 38 | -8,716 | -2.27% | Q4 2025 | Jan 26, 2026 |
| Encompass More Asset Management | History | Added to | 371,305 | 15,253 | 2.81% | 2.57% | 39 | +6,722 | 1.84% | Q4 2025 | Feb 03, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 362,721 | 14,900 | 11.32% | 12.59% | 40 | -96,380 | -20.99% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 358,144 | 14,712 | 0.51% | 0.47% | 41 | +3,543 | 1.0% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 355,082 | 14,586 | 0.0% | 0.0% | 42 | +108,646 | 44.09% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | Added to | 346,383 | 14,229 | 0.28% | 0.23% | 43 | +40,341 | 13.18% | Q4 2025 | Feb 09, 2026 |
| MRWM Advisors, LLC | History | Reduced | 340,345 | 13,981 | 7.5% | 7.45% | 44 | -15,242 | -4.29% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 326,352 | 13,407 | 0.04% | 0.04% | 45 | -24,323 | -6.94% | Q4 2025 | Feb 05, 2026 |
| Cypress Capital, LLC | History | Reduced | 319,126 | 13,109 | 3.67% | 3.38% | 46 | -1,492 | -0.47% | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 302,007 | 12,406 | 1.41% | 1.34% | 47 | +4,272 | 1.43% | Q4 2025 | Jan 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 296,657 | 12,186 | 0.02% | 0.02% | 48 | -14,731 | -4.73% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 294,636 | 12,103 | 0.0% | 0.0% | 49 | -25,722 | -8.03% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 293,747 | 12,067 | 0.01% | 0.01% | 50 | +803 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | Reduced | 284,253 | 11,677 | 2.58% | 2.92% | 51 | -9,365 | -3.19% | Q4 2025 | Jan 21, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 282,368 | 11,599 | 9.54% | — | 52 | +282,368 | New | Q4 2025 | Feb 02, 2026 |
| Kensington Asset Management, LLC | History | Added to | 278,002 | 11,500 | 0.59% | 0.38% | 53 | +107,318 | 62.88% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 277,396 | 11,395 | 0.01% | 0.01% | 54 | +3,432 | 1.25% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 270,661 | 11,118 | 1.02% | 0.78% | 55 | +47,778 | 21.44% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 268,556 | 11,032 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 258,247 | 10,608 | 0.0% | 0.0% | 57 | -82 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 257,637 | 10,583 | 0.69% | 0.52% | 58 | +47,861 | 22.82% | Q4 2025 | Jan 22, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 247,904 | 10,181 | 0.38% | 0.38% | 59 | +6,687 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 231,721 | 9,519 | 2.21% | 2.05% | 60 | +1,060 | 0.46% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 231,133 | 9,494 | 0.03% | 0.05% | 61 | -71,433 | -23.61% | Q4 2025 | Feb 18, 2026 |
| Avestar Capital, LLC | History | Added to | 227,857 | 9,360 | 0.61% | 0.44% | 62 | +46,745 | 25.81% | Q4 2025 | Feb 10, 2026 |
| Empirical Asset Management, LLC | History | Added to | 205,971 | 8,461 | 2.39% | 1.73% | 63 | +36,578 | 21.59% | Q4 2025 | Feb 06, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 203,500 | 8,359 | 0.64% | 0.44% | 64 | +57,500 | 39.38% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 202,896 | 8,334 | 0.0% | 0.0% | 65 | -3,364 | -1.63% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 202,330 | 8,311 | 1.95% | 1.74% | 66 | -6,630 | -3.17% | Q4 2025 | Feb 13, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 171,267 | 8,130 | 1.56% | 1.34% | 67 | -4,684 | -2.66% | Q4 2025 | Jan 26, 2026 |
| Avos Capital Management, LLC | History | Reduced | 188,530 | 7,744 | 3.38% | 3.44% | 68 | -11,458 | -5.73% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 180,370 | 7,409 | 0.0% | 0.0% | 69 | +45,584 | 33.82% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 177,231 | 7,280 | 0.01% | 0.01% | 70 | +97,233 | 121.54% | Q4 2025 | Mar 16, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 152,806 | 6,277 | 0.5% | 0.47% | 71 | -80 | -0.05% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 149,387 | 6,136 | 0.01% | 0.01% | 72 | -533 | -0.36% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 147,788 | 6,071 | 0.01% | 0.0% | 73 | +13,862 | 10.35% | Q4 2025 | Feb 13, 2026 |
| Ervin Investment Management, LLC | History | Added to | 146,880 | 6,033 | 3.38% | 3.05% | 74 | +2,110 | 1.46% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Reduced | 144,752 | 5,988 | 0.08% | 0.07% | 75 | -9,123 | -5.93% | Q4 2025 | Jan 23, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 142,555 | 5,856 | 1.72% | 1.08% | 76 | +48,195 | 51.08% | Q4 2025 | Jan 21, 2026 |
| Clear Retirement Advice LLC | History | New | 119,652 | 5,632 | 4.38% | — | 77 | +119,652 | New | Q4 2025 | Feb 24, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 133,807 | 5,496 | 3.62% | 3.24% | 78 | -5,799 | -4.15% | Q4 2025 | Jan 14, 2026 |
| Luminist Capital LLC | History | Reduced | 133,097 | 5,466 | 6.74% | 4.4% | 79 | -5,192 | -3.75% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 133,037 | 5,465 | 0.11% | 0.1% | 80 | +8,195 | 6.56% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 128,748 | 5,285 | 0.01% | 0.01% | 81 | +29,967 | 30.34% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,572 | 5,281 | 0.0% | 0.0% | 82 | +48,408 | 60.39% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 123,277 | 5,279 | 0.01% | 0.01% | 83 | -1,462 | -1.17% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 122,575 | 5,035 | 0.03% | 0.04% | 84 | -15,317 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | No change | 120,423 | 4,946 | 0.35% | 0.3% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Narwhal Capital Management | History | Added to | 116,026 | 4,766 | 0.35% | 0.32% | 86 | +25 | 0.02% | Q4 2025 | Jan 30, 2026 |
| SYON CAPITAL LLC | History | No change | 115,136 | 4,729 | 0.24% | 0.23% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 114,989 | 4,724 | 0.29% | 0.26% | 88 | +3,170 | 2.83% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | Added to | 109,648 | 4,504 | 1.91% | 1.16% | 89 | +39,539 | 56.4% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 109,062 | 4,480 | 0.02% | 0.02% | 90 | -11,114 | -9.25% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 107,937 | 4,434 | 0.03% | — | 91 | +107,937 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 104,477 | 4,291 | 0.08% | 0.09% | 92 | +3,381 | 3.34% | Q4 2025 | Feb 13, 2026 |
| Kastel Capital Advisors, LLC | History | New | 103,347 | 4,245 | 2.61% | — | 93 | +103,347 | New | Q4 2025 | Feb 18, 2026 |
| Virtu Financial LLC | History | New | 100,320 | 4,121 | 0.16% | — | 94 | +100,320 | New | Q4 2025 | Feb 23, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 99,193 | 4,074 | 1.51% | 0.85% | 95 | +43,366 | 77.68% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 96,121 | 3,948 | 0.11% | 0.22% | 96 | +1,130 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 94,806 | 3,894 | 0.85% | 0.79% | 97 | +500 | 0.53% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | New | 94,241 | 3,871 | 0.01% | — | 98 | +94,241 | New | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 93,950 | 3,859 | 0.04% | 0.02% | 99 | +43,010 | 84.43% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 91,589 | 3,762 | 0.04% | 0.04% | 100 | +2,556 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Global View Capital Management LLC | History | Reduced | 85,421 | 3,509 | 0.65% | 3.85% | 101 | -407,260 | -82.66% | Q4 2025 | Jan 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 85,085 | 3,495 | 0.32% | 0.3% | 102 | +4,500 | 5.58% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 85,044 | 3,493 | 0.1% | 0.1% | 103 | +1,452 | 1.74% | Q4 2025 | Feb 19, 2026 |
| True North Advisors, LLC | History | Added to | 83,816 | 3,443 | 0.45% | 0.48% | 104 | +2,104 | 2.57% | Q4 2025 | Jan 22, 2026 |
| Global Assets Advisory, LLC | History | Added to | 82,804 | 3,401 | 0.97% | 0.87% | 105 | +3,579 | 4.52% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 78,413 | 3,362 | 0.38% | — | 106 | +78,413 | New | Q4 2025 | Mar 24, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 81,712 | 3,356 | 2.32% | 2.29% | 107 | -2,805 | -3.32% | Q4 2025 | Feb 03, 2026 |
| MATAURO, LLC | History | Added to | 80,366 | 3,301 | 0.5% | 0.47% | 108 | +78 | 0.1% | Q4 2025 | Jan 16, 2026 |
| Aspect Partners, LLC | History | Reduced | 79,165 | 3,252 | 1.42% | 1.34% | 109 | -1,241 | -1.54% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 78,951 | 3,243 | 0.0% | 0.0% | 110 | +1,377 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 78,641 | 3,230 | 0.04% | — | 111 | +78,641 | New | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 75,432 | 3,098 | 0.44% | 0.45% | 112 | -1,940 | -2.51% | Q4 2025 | Jan 12, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 72,400 | 2,974 | 1.93% | 1.84% | 113 | -1,050 | -1.43% | Q4 2025 | Jan 14, 2026 |
| BOS Asset Management, LLC | History | No change | 71,075 | 2,919 | 0.78% | 0.74% | 114 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 61,002 | 2,851 | 0.62% | 0.54% | 115 | -6,190 | -9.21% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 66,806 | 2,744 | 0.1% | 0.12% | 116 | -20,213 | -23.23% | Q4 2025 | Jan 21, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 62,017 | 2,547 | 0.44% | 0.41% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 61,980 | 2,546 | 0.32% | 0.24% | 118 | +13,713 | 28.41% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 61,259 | 2,516 | 0.05% | 0.06% | 119 | -7,006 | -10.26% | Q4 2025 | Feb 02, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 100,068 | 2,514 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 58,945 | 2,421 | 0.35% | 0.33% | 121 | -626 | -1.05% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 58,243 | 2,392 | 0.31% | 0.43% | 122 | -29,032 | -33.26% | Q4 2025 | Feb 13, 2026 |
| Mirabaud & Cie SA | History | No change | 57,964 | 2,380 | 0.77% | 0.68% | 123 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 57,752 | 2,372 | 0.58% | 0.53% | 124 | -1,912 | -3.2% | Q4 2025 | Jan 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 57,286 | 2,353 | 0.26% | 0.25% | 125 | -1,818 | -3.08% | Q4 2025 | Jan 20, 2026 |
| Xcel Wealth Management, LLC | History | No change | 55,529 | 2,281 | 0.58% | 0.53% | 126 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 54,600 | 2,242 | 0.24% | 0.21% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 54,002 | 2,218 | 0.05% | 0.05% | 128 | +4,001 | 8.0% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 53,010 | 2,177 | 0.12% | 0.11% | 129 | -60 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Plan Group Financial, LLC | History | Reduced | 52,600 | 2,160 | 0.56% | 0.65% | 130 | -12,700 | -19.45% | Q4 2025 | Feb 03, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 52,027 | 2,137 | 1.16% | 1.32% | 131 | -11,889 | -18.6% | Q4 2025 | Jan 28, 2026 |
| Headlands Technologies LLC | History | Added to | 51,571 | 2,118 | 0.18% | 0.02% | 132 | +43,676 | 553.21% | Q4 2025 | Feb 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 49,663 | 2,040 | 1.35% | 1.46% | 133 | -7,034 | -12.41% | Q4 2025 | Jan 23, 2026 |
| WorthPointe, LLC | History | New | 49,593 | 2,037 | 0.54% | — | 134 | +49,593 | New | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 49,500 | 2,033 | 0.0% | 0.02% | 135 | -356,300 | -87.8% | Q4 2025 | Feb 12, 2026 |
| Anson Capital, Inc. | History | Added to | 48,520 | 1,993 | 1.45% | 1.21% | 136 | +4,840 | 11.08% | Q4 2025 | Feb 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 48,150 | 1,978 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 48,141 | 1,977 | 0.04% | 0.05% | 139 | -4,645 | -8.8% | Q4 2025 | Feb 06, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 48,147 | 1,977 | 1.23% | 1.2% | 138 | -1,398 | -2.82% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Added to | 47,029 | 1,962 | 0.0% | 0.0% | 140 | +1,895 | 4.2% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 47,340 | 1,944 | 0.27% | — | 141 | +47,340 | New | Q4 2025 | Feb 17, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 47,220 | 1,939 | 1.24% | 1.95% | 142 | -29,319 | -38.31% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | No change | 47,097 | 1,934 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 47,058 | 1,933 | 0.07% | 0.05% | 144 | +14,319 | 43.74% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 46,874 | 1,925 | 0.01% | — | 145 | +46,874 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 46,287 | 1,901 | 0.02% | 0.02% | 146 | +8,758 | 23.34% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 45,334 | 1,862 | 0.03% | 0.03% | 147 | +1,338 | 3.04% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 43,018 | 1,779 | 0.12% | 0.12% | 148 | +79 | 0.18% | Q4 2025 | Jan 15, 2026 |
| Hilltop Holdings Inc. | History | Added to | 42,869 | 1,761 | 0.1% | 0.08% | 149 | +1,702 | 4.13% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 42,275 | 1,736 | 0.01% | 0.01% | 150 | -751 | -1.75% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 41,960 | 1,723 | 0.02% | 0.02% | 151 | -3,007 | -6.69% | Q4 2025 | Jan 20, 2026 |
| Elite Financial, Inc. | History | Added to | 40,851 | 1,678 | 0.76% | 0.72% | 152 | +1,000 | 2.51% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 40,522 | 1,664 | 0.02% | 0.02% | 153 | -2,777 | -6.41% | Q4 2025 | Jan 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 40,178 | 1,650 | 0.06% | 0.05% | 154 | +5,945 | 17.37% | Q4 2025 | Jan 13, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 39,384 | 1,617 | 0.36% | 0.39% | 155 | -9,097 | -18.76% | Q4 2025 | Jan 21, 2026 |
| Vident Advisory, LLC | History | Added to | 38,939 | 1,599 | 0.01% | 0.01% | 156 | +3,435 | 9.67% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 38,626 | 1,586 | 0.0% | 0.0% | 157 | +19,018 | 96.99% | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 38,393 | 1,577 | 1.32% | — | 158 | +38,393 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 36,479 | 1,498 | 0.0% | 0.0% | 159 | +14,000 | 62.28% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 35,982 | 1,478 | 0.01% | 0.01% | 160 | -3,560 | -9.0% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,759 | 1,427 | 0.0% | 0.0% | 161 | +16,740 | 92.9% | Q4 2025 | Jan 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 34,590 | 1,420 | 0.2% | 0.21% | 162 | -2,355 | -6.37% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 34,550 | 1,419 | 0.75% | 0.55% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 33,456 | 1,374 | 0.02% | 0.02% | 164 | +880 | 2.7% | Q4 2025 | Mar 12, 2026 |
| Arta Finance Wealth Management LLC | History | New | 33,175 | 1,362 | 0.69% | — | 165 | +33,175 | New | Q4 2025 | Jan 20, 2026 |
| INGALLS & SNYDER LLC | History | No change | 32,440 | 1,333 | 0.05% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 32,122 | 1,319 | 0.4% | 0.41% | 167 | -1,974 | -5.79% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 30,300 | 1,297 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | No change | 31,310 | 1,286 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,729 | 1,262 | 0.01% | 0.01% | 170 | +1,835 | 6.35% | Q4 2025 | Feb 17, 2026 |
| Premier Private Wealth Management LLC | History | New | 27,970 | 1,240 | 1.29% | — | 171 | +27,970 | New | Q4 2025 | Feb 11, 2026 |
| Fielder Capital Group LLC | History | Reduced | 30,098 | 1,236 | 0.26% | 0.26% | 172 | -906 | -2.92% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,030 | 1,233 | 0.0% | 0.0% | 173 | +17,247 | 134.92% | Q4 2025 | Feb 18, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 29,776 | 1,223 | 1.57% | 2.02% | 174 | -11,018 | -27.01% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 29,472 | 1,211 | 0.0% | 0.0% | 175 | +11,542 | 64.37% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 29,200 | 1,199 | 0.02% | 0.01% | 176 | +1,400 | 5.04% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 25,420 | 1,178 | 0.31% | 0.26% | 177 | -328 | -1.27% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 28,523 | 1,156 | 0.0% | 0.0% | 179 | +1,771 | 6.62% | Q4 2025 | Mar 09, 2026 |
| Balboa Wealth Partners | History | Added to | 28,147 | 1,156 | 0.19% | 0.18% | 178 | +45 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Alpine Bank Wealth Management | History | No change | 28,000 | 1,150 | 0.16% | 0.14% | 180 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 27,939 | 1,147 | 0.0% | 0.01% | 181 | -18,515 | -39.86% | Q4 2025 | Feb 12, 2026 |
| Blue Capital, Inc. | History | Reduced | 27,645 | 1,135 | 0.81% | 1.13% | 182 | -13,644 | -33.05% | Q4 2025 | Feb 23, 2026 |
| Sigma Planning Corp | History | Added to | 27,559 | 1,127 | 0.03% | 0.03% | 183 | +27 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 27,385 | 1,124 | 0.01% | — | 184 | +27,385 | New | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Reduced | 27,320 | 1,122 | 0.0% | 0.0% | 185 | -13,754 | -33.49% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 26,975 | 1,108 | 0.01% | 0.0% | 186 | +19,812 | 276.59% | Q4 2025 | Feb 17, 2026 |
| Osbon Capital Management LLC | History | New | 26,658 | 1,095 | 1.02% | — | 187 | +26,658 | New | Q4 2025 | Mar 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 26,301 | 1,080 | 0.04% | 0.03% | 188 | +6,738 | 34.44% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26,191 | 1,075 | 0.04% | 0.04% | 189 | -353 | -1.33% | Q4 2025 | Feb 06, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 26,073 | 1,071 | 0.54% | 0.38% | 190 | +5,142 | 24.57% | Q4 2025 | Feb 12, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 26,068 | 1,070 | 0.65% | 0.63% | 191 | -231 | -0.88% | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | No change | 25,861 | 1,062 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 25,801 | 1,059 | 0.0% | 0.0% | 193 | -79 | -0.31% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 25,773 | 1,058 | 0.05% | 0.05% | 194 | +1,309 | 5.35% | Q4 2025 | Jan 26, 2026 |
| EPG Wealth Management LLC | History | No change | 25,208 | 1,035 | 0.28% | 0.26% | 195 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Capital, LLC | History | No change | 24,740 | 1,016 | 0.03% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 24,665 | 1,013 | 0.1% | 0.14% | 197 | -12,411 | -33.47% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,464 | 1,004 | 0.02% | 0.02% | 198 | -400 | -1.61% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,417 | 1,003 | 0.05% | 0.03% | 199 | +10,979 | 81.7% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 24,020 | 986 | 0.54% | 0.5% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,772 | 935 | 0.0% | 0.0% | 201 | -1,240 | -5.16% | Q4 2025 | Feb 11, 2026 |
| Cordoba Advisory Partners LLC | History | New | 22,758 | 934 | 0.23% | — | 202 | +22,758 | New | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 22,247 | 913 | 0.07% | 0.06% | 203 | -1,568 | -6.58% | Q4 2025 | Feb 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 21,915 | 900 | 0.23% | 0.2% | 204 | -331 | -1.49% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Added to | 21,900 | 899 | 0.07% | 0.06% | 205 | +2,000 | 10.05% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,854 | 897 | 0.01% | 0.01% | 206 | -907 | -3.98% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,736 | 892 | 0.0% | 0.01% | 207 | -237,898 | -91.63% | Q4 2025 | Feb 10, 2026 |
| LFG Wealth Partners, LLC | History | New | 21,665 | 890 | 0.57% | — | 208 | +21,665 | New | Q4 2025 | Feb 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | New | 21,000 | 862 | 0.29% | — | 209 | +21,000 | New | Q4 2025 | Jan 22, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 20,602 | 846 | 0.42% | 0.14% | 210 | +13,547 | 192.02% | Q4 2025 | Jan 26, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 20,500 | 842 | 0.34% | 0.29% | 211 | -195 | -0.94% | Q4 2025 | Feb 11, 2026 |
| Claris Financial LLC | History | Reduced | 20,139 | 827 | 0.44% | 0.47% | 212 | -2,542 | -11.21% | Q4 2025 | Feb 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,940 | 823 | 0.02% | 0.01% | 213 | +6,028 | 40.42% | Q4 2025 | Feb 11, 2026 |
| American Money Management, LLC | History | Added to | 18,123 | 744 | 0.12% | 0.11% | 214 | +725 | 4.17% | Q4 2025 | Feb 10, 2026 |
| Swan Global Investments, LLC | History | Reduced | 17,912 | 735 | 0.02% | 0.04% | 215 | -17,126 | -48.88% | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 17,907 | 735 | 0.22% | 0.23% | 216 | -2,161 | -10.77% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,729 | 728 | 0.02% | 0.02% | 217 | +225 | 1.29% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | No change | 17,572 | 721 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,460 | 717 | 0.03% | 0.04% | 219 | -3,632 | -17.22% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 17,164 | 705 | 0.05% | 0.04% | 220 | +114 | 0.67% | Q4 2025 | Feb 18, 2026 |
| Penbrook Management LLC | History | Reduced | 17,155 | 704 | 0.49% | 0.46% | 221 | -790 | -4.4% | Q4 2025 | Jan 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 17,117 | 703 | 0.39% | 0.61% | 222 | -5,399 | -23.98% | Q4 2025 | Feb 17, 2026 |
| Leelyn Smith, LLC | History | Added to | 17,129 | 703 | 0.1% | 0.09% | 223 | +1,696 | 10.99% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 17,090 | 702 | 0.0% | 0.0% | 224 | +10,646 | 165.21% | Q4 2025 | Jan 26, 2026 |
| Eagle Bay Advisors LLC | History | New | 16,751 | 688 | 0.5% | — | 225 | +16,751 | New | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | No change | 18,623 | 685 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 16,628 | 683 | 0.0% | 0.0% | 227 | -1,011 | -5.73% | Q4 2025 | Jan 29, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 16,586 | 681 | 0.07% | 0.06% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,468 | 676 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,175 | 664 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,768 | 647 | 0.0% | — | 231 | +15,768 | New | Q4 2025 | Mar 25, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,635 | 642 | 0.02% | 0.02% | 232 | +452 | 2.98% | Q4 2025 | Feb 17, 2026 |
| Seven Post Investment Office LP | History | No change | 15,487 | 636 | 0.23% | 0.21% | 233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 15,463 | 635 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Reduced | 13,176 | 634 | 0.04% | 0.03% | 235 | -1,442 | -9.86% | Q4 2025 | Feb 04, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 15,302 | 628 | 0.08% | 0.07% | 236 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 15,065 | 618 | 0.38% | 0.36% | 237 | -454 | -2.93% | Q4 2025 | Jan 22, 2026 |
| AMG National Trust Bank | History | No change | 15,000 | 616 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pegasus Asset Management, Inc. | History | New | 14,938 | 613 | 0.19% | — | 239 | +14,938 | New | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 14,784 | 607 | 0.03% | 0.03% | 240 | +975 | 7.06% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,689 | 603 | 0.01% | 0.0% | 241 | +10,201 | 227.3% | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Reduced | 14,547 | 597 | 0.29% | 0.27% | 242 | -515 | -3.42% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 14,524 | 596 | 0.0% | — | 243 | +14,524 | New | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,460 | 594 | 0.01% | — | 244 | +14,460 | New | Q4 2025 | Feb 19, 2026 |
| CITIGROUP INC | History | New | 14,289 | 586 | 0.0% | — | 245 | +14,289 | New | Q4 2025 | Feb 13, 2026 |
| Castleview Partners, LLC | History | New | 14,130 | 580 | 0.29% | — | 247 | +14,130 | New | Q4 2025 | Jan 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 14,128 | 580 | 0.02% | 0.03% | 246 | -6,822 | -32.56% | Q4 2025 | Feb 02, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 14,095 | 579 | 0.42% | 0.35% | 248 | +766 | 5.75% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 13,197 | 576 | 0.13% | 0.12% | 249 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 14,000 | 575 | 0.36% | 0.34% | 250 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Empower Advisory Group, LLC | History | No change | 14,000 | 575 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,853 | 569 | 0.0% | 0.0% | 252 | -710 | -4.88% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 13,783 | 566 | 0.04% | 0.04% | 254 | -3,151 | -18.61% | Q4 2025 | Feb 05, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 13,800 | 566 | 0.05% | 0.05% | 253 | -430 | -3.02% | Q4 2025 | Jan 23, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,685 | 562 | 0.1% | 0.1% | 255 | -782 | -5.41% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,559 | 556 | 0.01% | 0.01% | 257 | +4,539 | 50.32% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 13,556 | 556 | 0.06% | 0.07% | 256 | -3,521 | -20.62% | Q4 2025 | Feb 06, 2026 |
| City Center Advisors, LLC | History | Reduced | 13,445 | 552 | 0.51% | 0.5% | 258 | -441 | -3.18% | Q4 2025 | Jan 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 13,025 | 535 | 0.18% | 0.16% | 259 | +123 | 0.95% | Q4 2025 | Jan 28, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 13,018 | 534 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Designs Corp | History | Added to | 12,997 | 533 | 0.3% | 0.27% | 261 | +725 | 5.91% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | No change | 12,924 | 530 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,910 | 530 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sierra Legacy Group | History | No change | 12,875 | 528 | 0.39% | 0.35% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Finhabits Advisors LLC | History | New | 12,831 | 527 | 0.49% | — | 265 | +12,831 | New | Q4 2025 | Jan 29, 2026 |
| AWM CAPITAL, LLC | History | No change | 12,794 | 525 | 0.05% | 0.04% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ETF Store, Inc. | History | Reduced | 12,681 | 520 | 0.53% | 0.5% | 267 | -164 | -1.28% | Q4 2025 | Jan 22, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 12,597 | 517 | 0.03% | 0.03% | 268 | -777 | -5.81% | Q4 2025 | Feb 17, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 12,383 | 508 | 0.12% | 0.11% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 12,370 | 508 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,346 | 507 | 0.46% | — | 271 | +12,346 | New | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,200 | 501 | 0.04% | 0.03% | 272 | +600 | 5.17% | Q4 2025 | Feb 13, 2026 |
| Family Capital Trust Co | History | Reduced | 12,100 | 496 | 0.16% | 0.22% | 273 | -6,150 | -33.7% | Q4 2025 | Jan 27, 2026 |
| Timonier Family Office, LTD. | History | No change | 12,084 | 496 | 0.16% | 0.15% | 274 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,037 | 494 | 0.03% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,952 | 490 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GM Advisory Group, LLC | History | Added to | 11,904 | 489 | 0.02% | 0.01% | 277 | +3,525 | 42.07% | Q4 2025 | Feb 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 11,843 | 486 | 0.01% | — | 278 | +11,843 | New | Q4 2025 | Feb 03, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 11,742 | 482 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,630 | 477 | 0.0% | 0.0% | 280 | +601 | 5.45% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,592 | 476 | 0.0% | 0.0% | 281 | -4,352 | -27.3% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 11,561 | 474 | 0.2% | 0.2% | 282 | -1,410 | -10.87% | Q4 2025 | Jan 30, 2026 |
| Pacific Park Financial, Inc. | History | New | 11,400 | 468 | 0.29% | — | 283 | +11,400 | New | Q4 2025 | Jan 30, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,645 | 466 | 0.2% | 0.19% | 284 | -827 | -7.9% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,331 | 465 | 0.01% | 0.01% | 285 | -100 | -0.87% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 11,301 | 464 | 0.03% | 0.03% | 286 | -294 | -2.54% | Q4 2025 | Feb 10, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 11,220 | 461 | 0.04% | 0.05% | 287 | -3,350 | -22.99% | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 11,000 | 454 | 0.18% | 0.19% | 288 | -1,000 | -8.33% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 11,004 | 452 | 0.0% | 0.0% | 289 | +1,748 | 18.89% | Q4 2025 | Feb 12, 2026 |
| LB Partners LLC | History | No change | 11,000 | 451 | 0.42% | 0.26% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Branch Capital LLC | History | No change | 10,859 | 446 | 0.11% | 0.1% | 291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | Added to | 10,766 | 442 | 0.0% | 0.0% | 292 | +1,325 | 14.03% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,583 | 434 | 0.01% | 0.01% | 293 | -355 | -3.25% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 10,540 | 432 | 0.01% | 0.01% | 294 | +540 | 5.4% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,511 | 431 | 0.0% | 0.0% | 295 | -1,079 | -9.31% | Q4 2025 | Jan 29, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 10,350 | 425 | 0.32% | — | 297 | +10,350 | New | Q4 2025 | Mar 02, 2026 |
| FMR LLC | History | Added to | 10,366 | 425 | 0.0% | 0.0% | 296 | +1,884 | 22.21% | Q4 2025 | Feb 17, 2026 |
| Financial Insights, Inc. | History | Added to | 10,318 | 423 | 0.14% | 0.12% | 298 | +386 | 3.89% | Q4 2025 | Mar 31, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 10,318 | 423 | 0.09% | 0.08% | 299 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Apriem Advisors | History | Reduced | 10,229 | 420 | 0.04% | 0.04% | 300 | -100 | -0.97% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,161 | 417 | 0.0% | 0.0% | 301 | +1,721 | 20.39% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,059 | 413 | 0.01% | 0.01% | 302 | +743 | 7.98% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | New | 10,052 | 412 | 0.02% | — | 303 | +10,052 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 10,000 | 410 | 0.0% | 0.0% | 304 | +1,208 | 13.74% | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | No change | 10,000 | 410 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tolleson Wealth Management, Inc. | History | New | 9,875 | 405 | 0.06% | — | 306 | +9,875 | New | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | No change | 9,760 | 400 | 0.08% | 0.08% | 307 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 9,669 | 397 | 0.18% | — | 308 | +9,669 | New | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 9,663 | 396 | 0.01% | 0.01% | 309 | +36 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 9,618 | 395 | 0.01% | 0.01% | 310 | +1,200 | 14.26% | Q4 2025 | Feb 03, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 9,550 | 392 | 0.21% | 0.2% | 311 | -326 | -3.3% | Q4 2025 | Feb 24, 2026 |
| Modern Wealth Management, LLC | History | New | 9,519 | 391 | 0.01% | — | 312 | +9,519 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 9,508 | 390 | 0.03% | — | 313 | +9,508 | New | Q4 2025 | Jan 23, 2026 |
| VICUS CAPITAL | History | Reduced | 9,430 | 387 | 0.03% | 0.03% | 314 | -282 | -2.9% | Q4 2025 | Jan 22, 2026 |
| Skyline Advisors, Inc. | History | No change | 9,000 | 369 | 0.12% | 0.11% | 315 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 8,953 | 367 | 0.08% | 0.08% | 316 | -141 | -1.55% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,850 | 363 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,801 | 361 | 0.14% | 0.14% | 318 | -867 | -8.97% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | No change | 8,681 | 356 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,476 | 348 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,433 | 346 | 0.01% | 0.08% | 322 | -51,645 | -85.96% | Q4 2025 | Feb 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 8,443 | 346 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,422 | 345 | 0.0% | 0.0% | 325 | +2,329 | 38.22% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,402 | 345 | 0.0% | 0.0% | 324 | -865 | -9.33% | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 8,421 | 345 | 0.11% | 0.1% | 323 | +200 | 2.43% | Q4 2025 | Jan 22, 2026 |
| Legacy Bridge, LLC | History | No change | 8,117 | 333 | 0.14% | 0.12% | 326 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | Reduced | 8,045 | 330 | 0.01% | 0.02% | 327 | -3,962 | -33.0% | Q4 2025 | Feb 17, 2026 |
| Parker Investment Management, LLC | History | Added to | 7,991 | 328 | 0.05% | 0.03% | 328 | +1,396 | 21.17% | Q4 2025 | Feb 13, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 7,992 | 328 | 0.24% | 0.23% | 330 | -125 | -1.54% | Q4 2025 | Jan 14, 2026 |
| Hedges Asset Management LLC | History | No change | 8,000 | 328 | 0.23% | 0.23% | 329 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,952 | 327 | 0.0% | — | 331 | +7,952 | New | Q4 2025 | Feb 05, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 7,930 | 325 | 0.11% | 0.07% | 333 | +2,430 | 44.18% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,922 | 325 | 0.0% | 0.0% | 332 | +819 | 11.53% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | New | 7,888 | 324 | 0.02% | — | 334 | +7,888 | New | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 7,902 | 324 | 0.07% | 0.06% | 335 | +2,314 | 41.41% | Q4 2025 | Jan 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 7,845 | 322 | 0.09% | 0.07% | 336 | -3 | -0.04% | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,823 | 321 | 0.01% | 0.01% | 338 | -400 | -4.86% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,831 | 321 | 0.02% | 0.02% | 337 | -70 | -0.89% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 7,800 | 320 | 0.01% | 0.0% | 340 | +3,350 | 75.28% | Q4 2025 | Feb 13, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 7,790 | 320 | 0.03% | 0.03% | 339 | -1,188 | -13.23% | Q4 2025 | Feb 17, 2026 |
| Silver Lake Advisory, LLC | History | No change | 7,717 | 317 | 0.12% | 0.11% | 341 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 7,696 | 316 | 0.3% | — | 342 | +7,696 | New | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 7,695 | 316 | 0.2% | 0.22% | 344 | -950 | -10.99% | Q4 2025 | Feb 10, 2026 |
| Hudock, Inc. | History | No change | 7,705 | 316 | 0.05% | 0.04% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IRON Financial LLC | History | Added to | 7,667 | 314 | 0.14% | 0.13% | 345 | +199 | 2.66% | Q4 2025 | Jan 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 7,598 | 312 | 0.04% | 0.03% | 346 | +1,896 | 33.25% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 7,598 | 312 | 0.03% | 0.02% | 347 | +1,896 | 33.25% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,598 | 312 | 0.02% | 0.01% | 348 | -37 | -0.48% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,561 | 310 | 0.01% | 0.01% | 349 | -3,186 | -29.65% | Q4 2025 | Feb 04, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 7,450 | 306 | 0.08% | 0.06% | 351 | +750 | 11.19% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | No change | 7,457 | 306 | 0.09% | 0.09% | 350 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quadrature Capital Ltd | History | Reduced | 7,360 | 302 | 0.0% | 0.15% | 352 | -326,881 | -97.8% | Q4 2025 | Feb 17, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 7,349 | 301 | 0.02% | — | 353 | +7,349 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | No change | 7,184 | 295 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | New | 7,100 | 291 | 0.0% | — | 355 | +7,100 | New | Q4 2025 | Feb 05, 2026 |
| Greenline Partners, LLC | History | No change | 7,056 | 289 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,928 | 284 | 0.0% | — | 357 | +6,928 | New | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,847 | 281 | 0.06% | 0.06% | 358 | -345 | -4.8% | Q4 2025 | Jan 06, 2026 |
| Simplicity Wealth,LLC | History | New | 6,649 | 273 | 0.02% | — | 360 | +6,649 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,655 | 273 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,545 | 268 | 0.0% | — | 361 | +6,545 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,545 | 268 | 0.01% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 6,425 | 263 | 0.05% | — | 363 | +6,425 | New | Q4 2025 | Jan 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 6,400 | 262 | 0.12% | 0.11% | 364 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Urban Wealth Management, LLC | History | New | 6,337 | 260 | 0.24% | — | 365 | +6,337 | New | Q4 2025 | Jan 30, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 6,273 | 257 | 0.14% | 0.14% | 366 | -263 | -4.02% | Q4 2025 | Feb 05, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 6,145 | 252 | 0.09% | — | 369 | +6,145 | New | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,147 | 252 | 0.01% | 0.01% | 367 | +620 | 11.22% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 6,140 | 252 | 0.06% | 0.06% | 368 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 6,075 | 249 | 0.11% | 0.12% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 5,851 | 240 | 0.0% | — | 371 | +5,851 | New | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,849 | 239 | 0.0% | — | 372 | +5,849 | New | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,801 | 238 | 0.01% | 0.01% | 373 | -94 | -1.59% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 5,665 | 234 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,666 | 232 | 0.0% | — | 375 | +5,666 | New | Q4 2025 | Feb 03, 2026 |
| PATRON PARTNERS, LLC | History | New | 5,655 | 232 | 0.1% | — | 376 | +5,655 | New | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | No change | 5,515 | 226 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Client First Investment Management LLC | History | Reduced | 5,500 | 225 | 0.12% | 0.24% | 378 | -7,034 | -56.12% | Q4 2025 | Feb 09, 2026 |
| Soltis Investment Advisors LLC | History | New | 5,430 | 223 | 0.01% | — | 379 | +5,430 | New | Q4 2025 | Apr 02, 2026 |
| RCW Management, LLC | History | New | 5,417 | 222 | 0.22% | — | 381 | +5,417 | New | Q4 2025 | Jan 30, 2026 |
| Wedmont Private Capital | History | New | 5,253 | 222 | 0.01% | — | 380 | +5,253 | New | Q4 2025 | Jan 08, 2026 |
| Optivise Advisory Services LLC | History | New | 5,385 | 221 | 0.13% | — | 382 | +5,385 | New | Q4 2025 | Jan 12, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 5,317 | 218 | 0.02% | 0.02% | 383 | -926 | -14.83% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,116 | 217 | 0.02% | 0.03% | 384 | -2,140 | -29.49% | Q4 2025 | Jan 12, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | New | 5,280 | 216 | 0.01% | — | 385 | +5,280 | New | Q4 2025 | Jan 27, 2026 |
| ASPIRIANT, LLC | History | New | 5,213 | 214 | 0.01% | — | 386 | +5,213 | New | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | New | 5,170 | 212 | 0.0% | — | 387 | +5,170 | New | Q4 2025 | Feb 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 5,154 | 211 | 0.05% | 0.05% | 388 | -400 | -7.2% | Q4 2025 | Jan 23, 2026 |
| Verity Asset Management, Inc. | History | New | 5,115 | 210 | 0.09% | — | 389 | +5,115 | New | Q4 2025 | Jan 30, 2026 |
| American Trust | History | New | 5,107 | 209 | 0.02% | — | 391 | +5,107 | New | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 5,100 | 209 | 0.0% | — | 390 | +5,100 | New | Q4 2025 | Feb 12, 2026 |
| Florida Trust Wealth Management Co | History | New | 5,071 | 208 | 0.01% | — | 392 | +5,071 | New | Q4 2025 | Jan 20, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 5,007 | 205 | 0.03% | — | 393 | +5,007 | New | Q4 2025 | Feb 10, 2026 |
| MBA Advisors LLC | History | New | 4,970 | 204 | 0.08% | — | 394 | +4,970 | New | Q4 2025 | Jan 21, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,952 | 203 | 0.0% | — | 395 | +4,952 | New | Q4 2025 | Feb 03, 2026 |
| SouthState Bank Corp | History | Added to | 4,899 | 201 | 0.01% | 0.01% | 396 | +399 | 8.87% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,660 | 191 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,619 | 189 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,220 | 173 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 4,000 | 164 | 1.0% | 0.32% | 400 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,820 | 156 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,224 | 132 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Reduced | 2,925 | 120 | 0.07% | 0.04% | 403 | -250 | -7.87% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 2,893 | 118 | 0.0% | — | 404 | +2,893 | New | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | No change | 2,750 | 112 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,712 | 111 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Costello Asset Management, INC | History | Added to | 2,651 | 108 | 0.04% | 0.03% | 408 | +100 | 3.92% | Q4 2025 | Feb 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,647 | 108 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | No change | 2,561 | 105 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,536 | 104 | 0.06% | — | 410 | +2,536 | New | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,414 | 99 | 0.02% | 0.06% | 411 | -4,430 | -64.73% | Q4 2025 | Feb 03, 2026 |
| First Pacific Financial | History | Reduced | 2,396 | 98 | 0.01% | 0.02% | 412 | -992 | -29.28% | Q4 2025 | Jan 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,111 | 86 | 0.03% | 0.04% | 414 | -1,054 | -33.3% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,100 | 86 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,062 | 84 | 0.03% | 0.01% | 415 | +1,062 | 106.2% | Q4 2025 | Jan 22, 2026 |
| High Point Wealth Management, LLC | History | New | 2,000 | 82 | 0.08% | — | 416 | +2,000 | New | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Added to | 41 | 74 | 0.0% | 0.0% | 417 | +4 | 10.81% | Q4 2025 | Jan 23, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,765 | 72 | 0.05% | 0.06% | 418 | -817 | -31.64% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 1,500 | 61 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,350 | 55 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | No change | 1,303 | 53 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 1,250 | 51 | 0.0% | — | 423 | +1,250 | New | Q4 2025 | Jan 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 1,250 | 51 | 0.04% | — | 424 | +1,250 | New | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,255 | 51 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 1,198 | 49 | 0.03% | — | 425 | +1,198 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | New | 1,145 | 47 | 0.0% | — | 426 | +1,145 | New | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,100 | 45 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,020 | 41 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,000 | 41 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Added to | 992 | 40 | 0.0% | 0.0% | 430 | +128 | 14.81% | Q4 2025 | Jan 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 758 | 31 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 642 | 26 | 0.0% | — | 433 | +642 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 645 | 26 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 585 | 24 | 0.0% | 0.0% | 434 | +375 | 178.57% | Q4 2025 | Jan 20, 2026 |
| Lodestone Wealth Management LLC | History | New | 539 | 22 | 0.01% | — | 435 | +539 | New | Q4 2025 | Jan 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 500 | 20 | 0.01% | — | 436 | +500 | New | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 420 | 18 | 0.0% | 0.0% | 438 | -470 | -52.81% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | No change | 439 | 18 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 419 | 17 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 400 | 16 | 0.0% | — | 440 | +400 | New | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 413 | 16 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modus Advisors, LLC | History | New | 370 | 15 | 0.0% | — | 442 | +370 | New | Q4 2025 | Feb 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 350 | 14 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 330 | 13 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 197 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 209 | 8 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 183 | 7 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 123 | 5 | 0.0% | — | 450 | +123 | New | Q4 2025 | Feb 17, 2026 |
| Perkins Coie Trust Co | History | No change | 100 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 75 | 3 | 0.0% | — | 453 | +75 | New | Q4 2025 | Feb 11, 2026 |
| Scarborough Advisors, LLC | History | Added to | 93 | 3 | 0.0% | 0.0% | 454 | +15 | 19.23% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | New | 55 | 2 | 0.0% | — | 455 | +55 | New | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 30 | 1 | 0.0% | — | 457 | +30 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 30 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Capital Advisory, LLC | History | No change | 27 | 1 | 0.0% | — | 458 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,952 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -13,660 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -11,700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,169 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -7,020 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,847 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Northstar Financial Companies, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -6,138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,924 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -2,345 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -963 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -850 | -100.0% | Q3 2025 | Oct 21, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Financial Gravity Asset Management, Inc. | History | Added to | 19 | 0 | — | — | — | +15 | 375.0% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |