SPDR SERIES TRUST - SHM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,531,305 | 985,297 | 0.07% | 0.07% | 1 | +551,601 | 2.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,333,366 | 255,948 | 0.03% | 0.03% | 2 | +240,599 | 4.72% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,093,329 | 196,438 | 0.04% | 0.04% | 3 | -195,001 | -4.55% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,950,388 | 141,589 | 0.09% | 0.09% | 4 | +109,552 | 3.86% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 2,135,323 | 102,474 | 0.01% | 0.01% | 5 | -10,996 | -0.51% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,817,846 | 87,238 | 0.53% | 0.69% | 6 | -177,080 | -8.88% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 1,789,151 | 85,861 | 6.19% | 6.64% | 7 | +144,369 | 8.78% | Q4 2025 | Jan 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,716,083 | 82,354 | 1.24% | 1.24% | 8 | +80,868 | 4.95% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,713,483 | 82,230 | 0.13% | 0.15% | 9 | -111,426 | -6.11% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,583,602 | 75,997 | 0.04% | 0.05% | 10 | +18,733 | 1.2% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 1,058,055 | 50,776 | 1.51% | 1.52% | 11 | +20,504 | 1.98% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 999,818 | 47,981 | 0.01% | 0.04% | 12 | -1,822,962 | -64.58% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 844,750 | 40,539 | 0.01% | 0.01% | 13 | +51,183 | 6.45% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 664,962 | 31,911 | 0.06% | 0.06% | 14 | -8,395 | -1.25% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 617,481 | 29,632 | 0.58% | 0.66% | 15 | -37,150 | -5.67% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 611,595 | 29,350 | 0.04% | 0.04% | 16 | +8,452 | 1.4% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 528,907 | 25,382 | 0.34% | — | 17 | +528,907 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 501,390 | 24,061 | 0.02% | 0.02% | 18 | +89,071 | 21.6% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 417,161 | 20,019 | 0.7% | 0.68% | 19 | +5,434 | 1.32% | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 405,897 | 19,478 | 2.48% | 2.37% | 20 | +29,399 | 7.81% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 398,706 | 19,133 | 0.59% | 1.37% | 21 | -498,201 | -55.55% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 366,502 | 17,588 | 0.02% | 0.02% | 22 | +2,795 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 333,740 | 16,016 | 0.02% | 0.02% | 23 | +25,478 | 8.27% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 325,174 | 15,605 | 0.03% | 0.03% | 24 | -12,978 | -3.84% | Q4 2025 | Feb 12, 2026 |
| Cercano Management LLC | History | No change | 314,202 | 15,078 | 0.57% | 0.58% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 306,135 | 14,691 | 0.01% | 0.0% | 26 | +126,607 | 70.52% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 294,264 | 14,121 | 0.0% | 0.0% | 27 | -32,323 | -9.9% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 286,047 | 13,727 | 0.0% | 0.0% | 28 | -11,807 | -3.96% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 251,180 | 12,054 | 0.0% | 0.0% | 29 | -6,926 | -2.68% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 247,684 | 11,904 | 0.02% | 0.02% | 30 | +1,665 | 0.68% | Q4 2025 | Jan 08, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 245,766 | 11,794 | 0.01% | 0.01% | 31 | -14,947 | -5.73% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 238,126 | 11,427 | 0.24% | 0.27% | 32 | -7,946 | -3.23% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 235,236 | 11,288 | 0.0% | 0.0% | 33 | -6,363 | -2.63% | Q4 2025 | Feb 18, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 222,619 | 10,683 | 0.13% | 0.15% | 34 | -27,830 | -11.11% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 197,736 | 9,489 | 0.04% | — | 35 | +197,736 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 187,941 | 9,019 | 0.02% | 0.02% | 36 | +427 | 0.23% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 181,487 | 8,709 | 0.01% | 0.01% | 37 | -26,420 | -12.71% | Q4 2025 | Feb 02, 2026 |
| Symmetry Partners, LLC | History | Added to | 176,438 | 8,467 | 0.5% | 0.87% | 38 | +10,775 | 6.5% | Q4 2025 | Jan 27, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 170,291 | 8,172 | 1.55% | 1.53% | 39 | +9,473 | 5.89% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 159,329 | 7,646 | 0.14% | 0.14% | 40 | +17,030 | 11.97% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | New | 158,658 | 7,613 | 0.0% | — | 41 | +158,658 | New | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 156,173 | 7,494 | 0.47% | 0.44% | 42 | +16,754 | 12.02% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 146,766 | 7,043 | 0.08% | 0.07% | 43 | +19,754 | 15.55% | Q4 2025 | Feb 06, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 143,002 | 6,862 | 2.07% | 1.99% | 44 | +11,321 | 8.6% | Q4 2025 | Jan 30, 2026 |
| GenTrust, LLC | History | Reduced | 142,946 | 6,859 | 0.3% | 0.32% | 45 | -769 | -0.54% | Q4 2025 | Feb 02, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 128,103 | 6,147 | 0.62% | 0.63% | 46 | +1,800 | 1.43% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 127,296 | 6,108 | 0.07% | 0.07% | 47 | +6,538 | 5.41% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 125,112 | 6,004 | 0.04% | 0.05% | 48 | +8,080 | 6.9% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 123,129 | 5,908 | 0.06% | 0.09% | 49 | -1,052 | -0.85% | Q4 2025 | Jan 23, 2026 |
| Foster Group, Inc. | History | Reduced | 121,398 | 5,825 | 0.18% | 0.19% | 50 | -4,349 | -3.46% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,684 | 5,408 | 0.01% | 0.01% | 51 | -2,173 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 111,352 | 5,343 | 0.01% | 0.01% | 52 | +4,766 | 4.47% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 110,513 | 5,304 | 0.0% | — | 53 | +110,513 | New | Q4 2025 | Feb 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 106,176 | 5,095 | 1.18% | 0.5% | 54 | +62,750 | 144.5% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Added to | 106,049 | 5,089 | 0.23% | 0.23% | 55 | +9,834 | 10.22% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 105,142 | 5,045 | 1.01% | 0.51% | 56 | +54,255 | 106.62% | Q4 2025 | Feb 11, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 105,029 | 5,040 | 1.63% | 1.6% | 57 | +2,425 | 2.36% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 104,623 | 5,020 | 0.01% | 0.01% | 58 | +17,190 | 19.66% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 104,281 | 5,004 | 0.04% | 0.04% | 59 | -841 | -0.8% | Q4 2025 | Feb 12, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 101,565 | 4,874 | 2.44% | 2.75% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 98,175 | 4,711 | 0.67% | 0.82% | 61 | -20,110 | -17.0% | Q4 2025 | Jan 14, 2026 |
| Apella Capital, LLC | History | Reduced | 87,260 | 4,187 | 0.08% | 0.1% | 62 | -4,308 | -4.7% | Q4 2025 | Jan 21, 2026 |
| Brio Consultants, LLC | History | Added to | 85,485 | 4,102 | 0.53% | 0.55% | 63 | +2,675 | 3.23% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 80,280 | 3,852 | 0.0% | 0.0% | 64 | +6,904 | 9.41% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 80,192 | 3,848 | 0.06% | 0.07% | 65 | -5,609 | -6.54% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 79,489 | 3,815 | 0.01% | 0.01% | 66 | -1,083 | -1.34% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 74,514 | 3,575 | 0.01% | 0.01% | 67 | +1,702 | 2.34% | Q4 2025 | Mar 16, 2026 |
| Ascent Group, LLC | History | Added to | 72,402 | 3,474 | 0.12% | 0.12% | 68 | +1,110 | 1.56% | Q4 2025 | Jan 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 72,387 | 3,473 | 0.06% | 0.08% | 69 | -29,626 | -29.04% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | Reduced | 70,927 | 3,404 | 0.15% | 0.15% | 70 | -438 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 70,077 | 3,362 | 1.85% | 2.04% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 68,901 | 3,306 | 0.0% | 0.0% | 72 | +30,611 | 79.95% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 67,716 | 3,249 | 0.16% | 0.18% | 73 | -1,848 | -2.66% | Q4 2025 | Jan 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 66,304 | 3,181 | 0.06% | 0.06% | 74 | -2,772 | -4.01% | Q4 2025 | Feb 17, 2026 |
| Detalus Advisors, LLC | History | Added to | 65,109 | 3,124 | 0.76% | 0.79% | 75 | +1,453 | 2.28% | Q4 2025 | Feb 03, 2026 |
| Janney Capital Management LLC | History | Added to | 61,169 | 2,936 | 0.18% | 0.18% | 76 | +119 | 0.19% | Q4 2025 | Feb 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 58,017 | 2,784 | 0.04% | 0.04% | 77 | -2,807 | -4.61% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Reduced | 57,370 | 2,753 | 0.01% | 0.01% | 78 | -4,043 | -6.58% | Q4 2025 | Jan 29, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 56,108 | 2,692 | 0.83% | 0.91% | 79 | -1,355 | -2.36% | Q4 2025 | Feb 05, 2026 |
| Leisure Capital Management | History | Reduced | 55,902 | 2,682 | 0.89% | 1.37% | 80 | -27,172 | -32.71% | Q4 2025 | Jan 27, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 53,725 | 2,578 | 1.06% | 1.13% | 81 | -1,915 | -3.44% | Q4 2025 | Jan 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 53,683 | 2,576 | 0.1% | 0.08% | 82 | +12,050 | 28.94% | Q4 2025 | Jan 28, 2026 |
| ALTFEST L J & CO INC | History | Added to | 53,600 | 2,572 | 0.28% | 0.29% | 83 | +358 | 0.67% | Q4 2025 | Jan 23, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 50,563 | 2,426 | 1.49% | 1.44% | 84 | +1,867 | 3.83% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 49,171 | 2,359 | 0.18% | 0.22% | 85 | -9,896 | -16.75% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 48,840 | 2,343 | 0.26% | 0.25% | 86 | +1,532 | 3.24% | Q4 2025 | Jan 29, 2026 |
| Charles Schwab Trust Co | History | Added to | 48,395 | 2,322 | 0.15% | 0.16% | 87 | +4 | 0.01% | Q4 2025 | Jan 09, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 48,341 | 2,320 | 0.31% | 0.43% | 88 | -15,550 | -24.34% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,596 | 2,284 | 0.0% | 0.0% | 89 | -435 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 47,213 | 2,265 | 0.04% | 0.05% | 90 | +5,196 | 12.37% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 47,087 | 2,259 | 0.07% | 0.07% | 91 | -709 | -1.48% | Q4 2025 | Jan 09, 2026 |
| ST GERMAIN D J CO INC | History | No change | 46,926 | 2,251 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 46,433 | 2,228 | 0.0% | 0.0% | 93 | -9,354 | -16.77% | Q4 2025 | Feb 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 45,922 | 2,203 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clifford Group, LLC | History | Reduced | 45,806 | 2,198 | 1.7% | 1.73% | 95 | -178 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 45,284 | 2,173 | 0.13% | 0.14% | 96 | +1,807 | 4.16% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 45,164 | 2,167 | 0.0% | 0.0% | 97 | -98,784 | -68.62% | Q4 2025 | Feb 12, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 44,073 | 2,115 | 1.13% | 1.28% | 98 | -2,232 | -4.82% | Q4 2025 | Feb 09, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 43,048 | 2,065 | 0.07% | 0.07% | 99 | -1,565 | -3.51% | Q4 2025 | Jan 20, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 42,791 | 2,053 | 0.86% | 0.85% | 100 | +2,708 | 6.76% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 42,428 | 2,036 | 0.05% | 0.05% | 101 | +1,707 | 4.19% | Q4 2025 | Feb 04, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 42,216 | 2,025 | 0.33% | 0.34% | 102 | +485 | 1.16% | Q4 2025 | Jan 07, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 41,339 | 1,983 | 0.08% | 0.12% | 103 | -19,686 | -32.26% | Q4 2025 | Jan 27, 2026 |
| LJI Wealth Management, LLC | History | No change | 41,166 | 1,975 | 0.3% | 0.35% | 104 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,075 | 1,971 | 0.01% | 0.01% | 105 | +4,953 | 13.71% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 40,131 | 1,925 | 0.06% | 0.06% | 106 | +5,200 | 14.89% | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 39,977 | 1,918 | 0.16% | 0.17% | 107 | -208 | -0.52% | Q4 2025 | Feb 03, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 39,423 | 1,891 | 0.49% | 0.45% | 108 | +1,086 | 2.83% | Q4 2025 | Jan 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 38,926 | 1,868 | 0.19% | 0.19% | 109 | -224 | -0.57% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 38,912 | 1,867 | 0.01% | 0.01% | 110 | +759 | 1.99% | Q4 2025 | Jan 29, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 38,509 | 1,848 | 0.58% | 0.59% | 111 | +4,190 | 12.21% | Q4 2025 | Jan 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 38,356 | 1,840 | 0.75% | 0.83% | 112 | +5 | 0.01% | Q4 2025 | Jan 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 38,104 | 1,828 | 0.03% | — | 113 | +38,104 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,065 | 1,826 | 0.01% | 0.01% | 114 | +4,040 | 11.87% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 37,492 | 1,799 | 0.23% | 0.24% | 115 | +131 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,285 | 1,741 | 0.01% | 0.02% | 116 | +370 | 1.03% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 35,926 | 1,724 | 0.23% | 0.25% | 117 | +153 | 0.43% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,627 | 1,709 | 0.01% | 0.01% | 118 | +416 | 1.18% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 34,768 | 1,668 | 0.04% | 0.04% | 119 | +6,682 | 23.79% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,272 | 1,644 | 0.02% | 0.03% | 120 | +2,008 | 6.22% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 33,977 | 1,630 | 0.07% | 0.08% | 121 | -906 | -2.6% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 32,736 | 1,570 | 0.01% | 0.01% | 122 | -312 | -0.94% | Q4 2025 | Jan 26, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 32,704 | 1,569 | 0.5% | 0.76% | 123 | -14,579 | -30.83% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 32,536 | 1,561 | 0.25% | 0.24% | 124 | +1,154 | 3.68% | Q4 2025 | Jan 23, 2026 |
| FC Advisory LLC | History | Reduced | 32,277 | 1,548 | 0.44% | 0.48% | 125 | -1,651 | -4.87% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 31,778 | 1,525 | 0.05% | 0.05% | 126 | +147 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 31,617 | 1,517 | 0.31% | 0.32% | 127 | -1,064 | -3.26% | Q4 2025 | Feb 12, 2026 |
| KWMG, LLC | History | Reduced | 31,505 | 1,511 | 0.13% | 0.14% | 128 | -1,691 | -5.09% | Q4 2025 | Jan 16, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 30,820 | 1,479 | 0.36% | 0.42% | 129 | -2,732 | -8.14% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 30,168 | 1,447 | 0.18% | 0.22% | 130 | -2,659 | -8.1% | Q4 2025 | Jan 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 29,693 | 1,431 | 0.32% | 0.37% | 131 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 29,442 | 1,412 | 0.09% | 0.1% | 132 | -2,520 | -7.88% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 29,333 | 1,407 | 0.0% | 0.0% | 133 | +8,243 | 39.08% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 29,205 | 1,401 | 0.37% | 0.39% | 134 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,734 | 1,379 | 0.0% | 0.0% | 135 | +3,982 | 16.09% | Q4 2025 | Feb 05, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 28,612 | 1,373 | 0.16% | 0.16% | 136 | +48 | 0.17% | Q4 2025 | Feb 06, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 28,545 | 1,369 | 0.3% | 0.32% | 137 | -173 | -0.6% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 28,231 | 1,354 | 0.01% | 0.01% | 138 | +791 | 2.88% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 28,122 | 1,349 | 0.14% | 0.14% | 139 | +15,661 | 125.68% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,494 | 1,319 | 0.02% | 0.01% | 140 | +17,337 | 170.69% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,480 | 1,318 | 0.0% | 0.0% | 141 | +3,522 | 14.7% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,289 | 1,309 | 0.01% | 0.01% | 143 | -1,732 | -5.97% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 27,297 | 1,309 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 27,260 | 1,307 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 26,483 | 1,270 | 0.08% | 0.08% | 145 | +8,110 | 44.14% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 26,157 | 1,255 | 0.16% | — | 146 | +26,157 | New | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,899 | 1,242 | 0.02% | 0.02% | 147 | -68 | -0.26% | Q4 2025 | Jan 22, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 25,791 | 1,237 | 0.41% | 0.5% | 148 | -4,888 | -15.93% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Reduced | 25,620 | 1,229 | 0.02% | 0.02% | 149 | -2,097 | -7.57% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 25,248 | 1,211 | 0.01% | 0.01% | 150 | +781 | 3.19% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 24,871 | 1,193 | 0.04% | — | 151 | +24,871 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 24,291 | 1,165 | 0.0% | 0.0% | 152 | -3,861 | -13.71% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 24,196 | 1,161 | 0.03% | 0.04% | 153 | -3,017 | -11.09% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,843 | 1,144 | 0.0% | 0.0% | 154 | -1,107 | -4.44% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 23,715 | 1,138 | 0.12% | 0.14% | 155 | +3,030 | 14.65% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 23,715 | 1,138 | 0.17% | 0.22% | 156 | +3,030 | 14.65% | Q4 2025 | Feb 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 23,670 | 1,135 | 0.15% | 0.17% | 157 | -2,966 | -11.14% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | New | 22,527 | 1,081 | 0.03% | — | 158 | +22,527 | New | Q4 2025 | Feb 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 22,400 | 1,074 | 0.04% | 0.05% | 159 | -2,500 | -10.04% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 22,369 | 1,073 | 0.01% | 0.01% | 160 | +32 | 0.14% | Q4 2025 | Jan 05, 2026 |
| Prosperity Planning, Inc. | History | No change | 22,284 | 1,069 | 0.28% | 0.29% | 161 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Veratis Advisors, Inc. | History | New | 22,045 | 1,067 | 0.84% | — | 162 | +22,045 | New | Q4 2025 | Feb 18, 2026 |
| HOWE & RUSLING INC | History | Reduced | 21,399 | 1,026 | 0.07% | 0.07% | 163 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,309 | 1,022 | 0.03% | 0.03% | 164 | +6,381 | 42.75% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,712 | 993 | 0.0% | 0.0% | 165 | +15,686 | 312.1% | Q4 2025 | Feb 17, 2026 |
| Omega Financial Group, LLC | History | Added to | 20,476 | 982 | 0.32% | 0.33% | 166 | +108 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,385 | 978 | 0.02% | 0.02% | 167 | +85 | 0.42% | Q4 2025 | Jan 16, 2026 |
| CNB Bank | History | Added to | 20,250 | 971 | 0.4% | 0.39% | 168 | +891 | 4.6% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,052 | 962 | 0.0% | 0.0% | 169 | +355 | 1.8% | Q4 2025 | Feb 18, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 19,797 | 951 | 0.17% | 0.17% | 170 | +1,632 | 8.98% | Q4 2025 | Feb 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 19,595 | 940 | 0.26% | 0.29% | 171 | +201 | 1.04% | Q4 2025 | Jan 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 18,990 | 911 | 0.07% | 0.06% | 172 | -2,002 | -9.54% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Added to | 18,852 | 904 | 0.13% | 0.13% | 173 | +190 | 1.02% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 18,715 | 898 | 0.3% | 0.31% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,661 | 895 | 0.01% | 0.01% | 175 | +728 | 4.06% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 18,350 | 880 | 0.02% | — | 176 | +18,350 | New | Q4 2025 | Feb 18, 2026 |
| Prairiewood Capital, LLC | History | Added to | 18,227 | 874 | 0.27% | 0.28% | 177 | +689 | 3.93% | Q4 2025 | Jan 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,123 | 869 | 0.02% | 0.02% | 178 | +61 | 0.34% | Q4 2025 | Jan 23, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 18,017 | 864 | 0.39% | 0.4% | 179 | -762 | -4.06% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | Reduced | 17,971 | 862 | 0.02% | 0.05% | 180 | -35,229 | -66.22% | Q4 2025 | Jan 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,940 | 860 | 0.02% | 0.02% | 181 | +283 | 1.6% | Q4 2025 | Feb 02, 2026 |
| Friedenthal Financial | History | Reduced | 17,788 | 853 | 0.44% | 0.45% | 182 | -174 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 17,599 | 844 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 17,306 | 830 | 0.73% | — | 185 | +17,306 | New | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,300 | 830 | 0.0% | 0.0% | 184 | -14 | -0.08% | Q4 2025 | Feb 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 16,953 | 813 | 0.21% | 0.21% | 186 | +1,636 | 10.68% | Q4 2025 | Feb 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 16,250 | 779 | 0.06% | 0.08% | 187 | -2,740 | -14.43% | Q4 2025 | Feb 09, 2026 |
| PAX Financial Group, LLC | History | Reduced | 16,064 | 770 | 0.13% | 0.16% | 188 | -2,333 | -12.68% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,893 | 762 | 0.02% | 0.02% | 189 | +103 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,818 | 759 | 0.02% | 0.01% | 190 | +71 | 0.45% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,356 | 736 | 0.0% | 0.0% | 191 | +8,712 | 131.13% | Q4 2025 | Mar 09, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 15,192 | 729 | 0.01% | 0.01% | 192 | -239 | -1.55% | Q4 2025 | Jan 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15,033 | 721 | 0.0% | — | 193 | +15,033 | New | Q4 2025 | Feb 13, 2026 |
| Sunflower Bank, N.A. | History | No change | 14,851 | 712 | 0.18% | 0.17% | 194 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 14,803 | 710 | 0.12% | 0.14% | 195 | -914 | -5.82% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | Added to | 14,658 | 703 | 0.0% | 0.0% | 196 | +2,052 | 16.28% | Q4 2025 | Feb 10, 2026 |
| RMR Wealth Builders | History | Reduced | 14,589 | 700 | 0.06% | 0.07% | 197 | -3,511 | -19.4% | Q4 2025 | Jan 29, 2026 |
| Parcion Private Wealth LLC | History | New | 14,019 | 672 | 0.04% | — | 198 | +14,019 | New | Q4 2025 | Jan 26, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 13,917 | 667 | 0.59% | 0.59% | 199 | +254 | 1.86% | Q4 2025 | Jan 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 13,646 | 654 | 0.16% | 0.17% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,401 | 643 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 13,327 | 639 | 0.41% | 0.4% | 202 | +848 | 6.8% | Q4 2025 | Feb 04, 2026 |
| Wakefield Asset Management LLLP | History | New | 12,970 | 622 | 0.17% | — | 203 | +12,970 | New | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 12,823 | 615 | 0.01% | 0.0% | 204 | +7,803 | 155.44% | Q4 2025 | Feb 17, 2026 |
| MONEYWISE, INC. | History | Reduced | 12,696 | 609 | 0.25% | 0.3% | 205 | -1,114 | -8.07% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,618 | 605 | 0.01% | 0.01% | 206 | -21,469 | -62.98% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 12,503 | 600 | 0.07% | 0.08% | 207 | -22 | -0.18% | Q4 2025 | Jan 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,490 | 599 | 0.0% | 0.0% | 208 | -9 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 12,480 | 598 | 0.18% | 0.22% | 209 | -732 | -5.54% | Q4 2025 | Jan 29, 2026 |
| Anson Capital, Inc. | History | Added to | 12,436 | 596 | 0.43% | 0.45% | 210 | +107 | 0.87% | Q4 2025 | Feb 04, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 12,074 | 581 | 0.04% | 0.06% | 211 | -2,795 | -18.8% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 12,048 | 578 | 0.03% | 0.02% | 212 | +4,370 | 56.92% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | New | 11,961 | 574 | 0.01% | — | 213 | +11,961 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 11,903 | 571 | 0.01% | 0.01% | 214 | -1,126 | -8.64% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | Reduced | 11,726 | 562 | 0.02% | 0.02% | 215 | -42 | -0.36% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,563 | 554 | 0.0% | 0.0% | 216 | +20 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,484 | 551 | 0.0% | 0.0% | 217 | +1,668 | 16.99% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 11,383 | 546 | 0.0% | 0.0% | 218 | -1,710 | -13.06% | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Reduced | 10,986 | 527 | 0.17% | 0.24% | 219 | -3,877 | -26.08% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 10,966 | 526 | 0.0% | 0.0% | 220 | +542 | 5.2% | Q4 2025 | Feb 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 10,957 | 525 | 0.07% | 0.06% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFW Advisors LLC | History | Reduced | 10,927 | 524 | 0.16% | 0.21% | 222 | -3,651 | -25.04% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 10,826 | 519 | 0.0% | — | 223 | +10,826 | New | Q4 2025 | Jan 29, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 10,668 | 511 | 0.18% | 0.2% | 224 | -1,857 | -14.83% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 10,586 | 508 | 0.02% | 0.01% | 225 | +5,477 | 107.2% | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,604 | 508 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,528 | 505 | 0.0% | 0.0% | 227 | +1,649 | 18.57% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,506 | 504 | 0.0% | 0.0% | 228 | -40,282 | -79.31% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,501 | 503 | 0.03% | 0.03% | 229 | +93 | 0.89% | Q4 2025 | Mar 04, 2026 |
| Altus Wealth Management, LLC | History | No change | 10,379 | 498 | 0.21% | 0.22% | 230 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 10,272 | 492 | 0.25% | 0.27% | 231 | -239 | -2.27% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 10,246 | 491 | 0.0% | 0.0% | 232 | +1,296 | 14.48% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 10,157 | 487 | 0.0% | 0.0% | 233 | +705 | 7.46% | Q4 2025 | Jan 30, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 10,030 | 481 | 0.15% | 0.21% | 234 | -3,000 | -23.02% | Q4 2025 | Feb 10, 2026 |
| MY Wealth Management Inc. | History | No change | 9,953 | 477 | 0.42% | 0.42% | 235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 9,887 | 474 | 0.22% | 0.11% | 236 | +922 | 10.28% | Q4 2025 | Feb 06, 2026 |
| Boston Trust Walden Corp | History | Reduced | 9,766 | 468 | 0.0% | 0.0% | 237 | -1,285 | -11.63% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 9,729 | 466 | 0.22% | 0.22% | 239 | -324 | -3.22% | Q4 2025 | Jan 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 9,731 | 466 | 0.08% | 0.08% | 238 | -51 | -0.52% | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 9,606 | 460 | 0.0% | 0.0% | 240 | -805 | -7.73% | Q4 2025 | Feb 03, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,605 | 460 | 0.01% | 0.01% | 241 | +5 | 0.05% | Q4 2025 | Feb 03, 2026 |
| APS Management Group, Inc. | History | Added to | 9,440 | 453 | 0.39% | 0.39% | 242 | +258 | 2.81% | Q4 2025 | Jan 28, 2026 |
| Lifeworks Advisors, LLC | History | No change | 9,384 | 450 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,233 | 443 | 0.03% | 0.02% | 244 | -350 | -3.65% | Q4 2025 | Jan 30, 2026 |
| Continuum Advisory, LLC | History | Reduced | 9,226 | 442 | 0.04% | 0.05% | 245 | -254 | -2.68% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,121 | 437 | 0.0% | — | 247 | +9,121 | New | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,097 | 437 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFG Advisors, LLC | History | Reduced | 9,030 | 433 | 0.07% | 0.07% | 248 | -306 | -3.28% | Q4 2025 | Jan 13, 2026 |
| Avant Financial Advisors LLC | History | Added to | 8,853 | 424 | 0.3% | 0.3% | 249 | +616 | 7.48% | Q4 2025 | Jan 15, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 8,816 | 423 | 0.08% | 0.09% | 250 | -105 | -1.18% | Q4 2025 | Jan 27, 2026 |
| Legacy Edge Advisors, LLC | History | New | 8,656 | 415 | 0.05% | — | 251 | +8,656 | New | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,465 | 406 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 8,348 | 400 | 0.07% | 0.08% | 253 | -512 | -5.78% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,243 | 395 | 0.04% | 0.04% | 255 | +2,540 | 44.54% | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Added to | 8,249 | 395 | 0.03% | 0.03% | 254 | +1,077 | 15.02% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,140 | 390 | 0.01% | — | 256 | +8,140 | New | Q4 2025 | Feb 19, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 7,981 | 383 | 0.12% | 0.12% | 257 | -299 | -3.61% | Q4 2025 | Jan 20, 2026 |
| Evensky & Katz LLC | History | Added to | 7,856 | 377 | 0.02% | 0.02% | 258 | +111 | 1.43% | Q4 2025 | Feb 05, 2026 |
| XML Financial, LLC | History | Reduced | 7,840 | 376 | 0.03% | 0.03% | 259 | -626 | -7.39% | Q4 2025 | Feb 11, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,784 | 373 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rare Wolf Capital LLC | History | New | 7,720 | 370 | 0.23% | — | 261 | +7,720 | New | Q4 2025 | Feb 19, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 7,673 | 368 | 0.05% | 0.05% | 262 | -45 | -0.58% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,430 | 356 | 0.01% | 0.01% | 263 | -2,725 | -26.83% | Q4 2025 | Feb 12, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 7,426 | 356 | 0.09% | 0.1% | 264 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rock Point Advisors, LLC | History | No change | 7,315 | 351 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAP Partners, LLC | History | Reduced | 7,286 | 349 | 0.2% | 0.2% | 266 | -2 | -0.03% | Q4 2025 | Feb 04, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 7,260 | 348 | 0.03% | 0.03% | 267 | -314 | -4.15% | Q4 2025 | Jan 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,271 | 348 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 7,090 | 340 | 0.01% | — | 269 | +7,090 | New | Q4 2025 | Jan 21, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 7,094 | 340 | 0.03% | 0.02% | 270 | +2,642 | 59.34% | Q4 2025 | Jan 23, 2026 |
| L. Roy Papp & Associates, LLP | History | New | 7,080 | 339 | 0.04% | — | 271 | +7,080 | New | Q4 2025 | Jan 28, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 7,009 | 336 | 0.01% | 0.03% | 272 | -12,488 | -64.05% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,896 | 330 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,800 | 326 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,673 | 320 | 0.01% | 0.01% | 275 | -250 | -3.61% | Q4 2025 | Feb 11, 2026 |
| Fullerton Advisors, LLC | History | New | 6,643 | 318 | 0.32% | — | 277 | +6,643 | New | Q4 2025 | Feb 02, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,636 | 318 | 0.01% | 0.01% | 276 | -37 | -0.55% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | No change | 6,592 | 316 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,558 | 314 | 0.0% | 0.0% | 279 | -73 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 6,552 | 314 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,525 | 313 | 0.0% | — | 281 | +6,525 | New | Q4 2025 | Feb 05, 2026 |
| Next Level Private LLC | History | Added to | 6,503 | 312 | 0.08% | 0.09% | 283 | +44 | 0.68% | Q4 2025 | Jan 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,519 | 312 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Perspectives, Inc | History | No change | 6,491 | 311 | 0.11% | 0.14% | 284 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 6,423 | 308 | 0.01% | 0.01% | 285 | -1,657 | -20.51% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 6,183 | 296 | 0.01% | 0.0% | 286 | +2,686 | 76.81% | Q4 2025 | Feb 06, 2026 |
| Burk Holdings LLC | History | New | 6,111 | 293 | 0.14% | — | 287 | +6,111 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,980 | 286 | 0.0% | 0.0% | 288 | +503 | 9.18% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,929 | 284 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 5,862 | 281 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,573 | 267 | 0.24% | — | 291 | +5,573 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,390 | 258 | 0.0% | 0.0% | 292 | -1,121 | -17.22% | Q4 2025 | Jan 20, 2026 |
| Marshall Financial Group, LLC | History | New | 5,293 | 254 | 0.05% | — | 293 | +5,293 | New | Q4 2025 | Jan 09, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 5,285 | 253 | 0.09% | 0.09% | 294 | +619 | 13.27% | Q4 2025 | Jan 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,250 | 251 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,239 | 251 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 5,200 | 249 | 0.22% | — | 297 | +5,200 | New | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,195 | 249 | 0.01% | 0.01% | 298 | +46 | 0.89% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,105 | 244 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,051 | 242 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Investments, LLC | History | No change | 5,000 | 239 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,909 | 235 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keebeck Wealth Management | History | Reduced | 4,823 | 231 | 0.03% | 0.03% | 303 | -99 | -2.01% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,788 | 230 | 0.01% | 0.02% | 304 | -5,000 | -51.08% | Q4 2025 | Feb 12, 2026 |
| Keener Financial Planning LLC | History | Added to | 4,768 | 228 | 0.1% | 0.07% | 305 | +1,479 | 44.97% | Q4 2025 | Jan 23, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 4,703 | 225 | 0.0% | 0.0% | 306 | -1,249 | -20.98% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 4,685 | 224 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clarity Financial LLC | History | New | 4,665 | 223 | 0.02% | — | 309 | +4,665 | New | Q4 2025 | Jan 28, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 4,650 | 223 | 0.04% | — | 308 | +4,650 | New | Q4 2025 | Feb 10, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 4,645 | 222 | 0.19% | 0.21% | 310 | -562 | -10.79% | Q4 2025 | Jan 20, 2026 |
| True Vision MN LLC | History | Added to | 4,499 | 215 | 0.11% | 0.11% | 311 | +76 | 1.72% | Q4 2025 | Jan 14, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,465 | 214 | 0.04% | 0.09% | 312 | -2,317 | -34.16% | Q4 2025 | Jan 14, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 4,478 | 214 | 0.08% | 0.08% | 313 | +40 | 0.9% | Q4 2025 | Feb 06, 2026 |
| Peak Wealth Management LLC | History | New | 4,368 | 209 | 0.17% | — | 314 | +4,368 | New | Q4 2025 | Feb 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 4,318 | 207 | 0.03% | — | 315 | +4,318 | New | Q4 2025 | Feb 04, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 4,290 | 205 | 0.1% | 0.11% | 316 | -62 | -1.42% | Q4 2025 | Jan 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,243 | 203 | 0.01% | 0.01% | 318 | -221 | -4.95% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | No change | 4,235 | 203 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VCI Wealth Management LLC | History | New | 4,214 | 202 | 0.06% | — | 319 | +4,214 | New | Q4 2025 | Jan 27, 2026 |
| K2 Financial Inc. | History | Reduced | 4,156 | 200 | 0.15% | 0.16% | 320 | -24 | -0.57% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,393 | 162 | 0.01% | 0.01% | 321 | -53 | -1.54% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 3,261 | 156 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,145 | 150 | 0.01% | 0.01% | 323 | -100 | -3.08% | Q4 2025 | Jan 26, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,250 | 150 | 0.05% | 0.1% | 324 | -94 | -2.81% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,999 | 143 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hilltop National Bank | History | Reduced | 2,911 | 139 | 0.03% | 0.03% | 326 | -5 | -0.17% | Q4 2025 | Jan 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,555 | 122 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | No change | 2,195 | 105 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,100 | 101 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,066 | 99 | 0.03% | 0.03% | 331 | +126 | 6.49% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,068 | 99 | 0.0% | 0.0% | 330 | +14 | 0.68% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 1,773 | 85 | 0.01% | — | 332 | +1,773 | New | Q4 2025 | Mar 04, 2026 |
| BFSG, LLC | History | Reduced | 1,563 | 75 | 0.01% | 0.01% | 333 | -503 | -24.35% | Q4 2025 | Jan 22, 2026 |
| Integrity Financial Corp /WA | History | New | 1,547 | 74 | 0.04% | — | 334 | +1,547 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,495 | 71 | 0.0% | 0.0% | 336 | +53 | 3.68% | Q4 2025 | Feb 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,491 | 71 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,400 | 67 | 0.0% | — | 337 | +1,400 | New | Q4 2025 | Jan 21, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 1,371 | 65 | 0.02% | 0.02% | 339 | -46 | -3.25% | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,350 | 65 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,348 | 64 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,235 | 59 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,165 | 55 | 0.02% | — | 343 | +1,165 | New | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,160 | 55 | 0.0% | 0.0% | 342 | +1 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,055 | 50 | 0.01% | 0.01% | 344 | +9 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 987 | 47 | 0.0% | 0.0% | 345 | -9 | -0.9% | Q4 2025 | Jan 16, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 775 | 37 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 737 | 35 | 0.0% | 0.0% | 347 | -737 | -50.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 738 | 35 | 0.0% | 0.0% | 348 | +1 | 0.14% | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 591 | 28 | 0.0% | 0.0% | 349 | +341 | 136.4% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 597 | 28 | 0.0% | 0.0% | 350 | -19 | -3.08% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | No change | 545 | 26 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Davis Capital Management | History | No change | 550 | 26 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 533 | 25 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 516 | 24 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | No change | 500 | 23 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 485 | 23 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 476 | 22 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 442 | 21 | 0.01% | 0.02% | 358 | -442 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Winthrop Capital Management, LLC | History | No change | 336 | 16 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 325 | 15 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advocate Investing Services LLC | History | New | 300 | 14 | 0.01% | — | 362 | +300 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 300 | 14 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 259 | 12 | 0.0% | — | 363 | +259 | New | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 262 | 12 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | No change | 218 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 199 | 9 | 0.0% | 0.01% | 366 | -310 | -60.9% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 177 | 8 | 0.0% | — | 368 | +177 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | New | 173 | 8 | 0.0% | — | 367 | +173 | New | Q4 2025 | Feb 02, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 166 | 7 | 0.0% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bangor Savings Bank | History | Reduced | 134 | 6 | 0.0% | 0.0% | 373 | -261 | -66.08% | Q4 2025 | Jan 16, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 130 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 145 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 88 | 4 | 0.0% | 0.0% | 375 | +60 | 214.29% | Q4 2025 | Feb 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 80 | 3 | 0.0% | — | 381 | +80 | New | Q4 2025 | Jan 28, 2026 |
| HighMark Wealth Management LLC | History | Added to | 68 | 3 | 0.0% | 0.0% | 378 | +1 | 1.49% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 77 | 3 | 0.0% | 0.0% | 380 | +1 | 1.32% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 77 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 53 | 2 | 0.0% | 0.0% | 385 | -538 | -91.03% | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | New | 45 | 2 | 0.0% | — | 384 | +45 | New | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 46 | 2 | 0.0% | 0.0% | 382 | -10 | -17.86% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 23 | 1 | 0.0% | — | 387 | +23 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 21 | 1 | 0.0% | — | 388 | +21 | New | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 386 | -1 | -3.13% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 36 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -93,499 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,683 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -16,311 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,336 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,179 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HCR Wealth Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -8,000 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -6,169 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,062 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,695 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -4,552 | -100.0% | Q3 2025 | Oct 16, 2025 |
| ARK & TLK INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,348 | -100.0% | Q3 2025 | Oct 31, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -573 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -420 | -100.0% | Q3 2025 | Oct 08, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |