VanEck ETF Trust - SHYD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,833,017 | 41,994 | 0.06% | 0.06% | 1 | +170,030 | 10.22% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,484,974 | 34,020 | 0.01% | 0.01% | 2 | +205,301 | 16.04% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 842,220 | 19,295 | 0.0% | 0.0% | 3 | -155,578 | -15.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 776,550 | 17,790 | 0.0% | 0.0% | 4 | +131,812 | 20.44% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 335,339 | 7,682 | 0.0% | 0.0% | 5 | +18,696 | 5.9% | Q4 2025 | Feb 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 307,757 | 7,050 | 0.27% | 0.25% | 6 | +8,727 | 2.92% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 285,315 | 6,536 | 0.01% | 0.01% | 7 | +288 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 269,364 | 6,171 | 0.37% | 0.39% | 8 | -2,970 | -1.09% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Added to | 226,793 | 5,195 | 0.0% | 0.0% | 9 | +68,907 | 43.64% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 203,526 | 4,662 | 0.09% | 0.1% | 10 | -9,343 | -4.39% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 185,440 | 4,248 | 0.0% | 0.0% | 11 | -11,220 | -5.71% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 180,243 | 4,129 | 0.0% | 0.0% | 12 | +10,943 | 6.46% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 177,887 | 4,075 | 0.0% | 0.0% | 13 | +24,800 | 16.2% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 144,622 | 3,313 | 0.0% | 0.0% | 14 | +46,927 | 48.03% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 137,701 | 3,154 | 0.0% | 0.0% | 15 | -1,448 | -1.04% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 125,193 | 2,868 | 0.0% | — | 16 | +125,193 | New | Q4 2025 | Feb 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 125,047 | 2,864 | 0.18% | 0.18% | 17 | +1,278 | 1.03% | Q4 2025 | Jan 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 115,086 | 2,636 | 0.08% | 0.08% | 18 | -6,648 | -5.46% | Q4 2025 | Jan 09, 2026 |
| Hamilton Wealth, LLC | History | Added to | 101,978 | 2,336 | 0.44% | 0.34% | 19 | +31,442 | 44.58% | Q4 2025 | Feb 19, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 100,000 | 2,291 | 0.53% | 0.56% | 20 | -2,063 | -2.02% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 90,516 | 2,073 | 0.0% | 0.0% | 21 | +26,861 | 42.2% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 81,053 | 1,856 | 0.0% | 0.0% | 22 | -48,281 | -37.33% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 78,054 | 1,788 | 0.0% | — | 23 | +78,054 | New | Q4 2025 | Mar 25, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 78,023 | 1,787 | 0.54% | 0.55% | 24 | +1,441 | 1.88% | Q4 2025 | Jan 30, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 76,195 | 1,745 | 1.44% | 1.07% | 25 | +21,636 | 39.66% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 70,992 | 1,626 | 0.01% | 0.01% | 26 | -1,735 | -2.39% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 67,140 | 1,538 | 0.02% | 0.02% | 27 | +12,866 | 23.71% | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 63,546 | 1,455 | 0.01% | 0.01% | 28 | +11,969 | 23.21% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 62,202 | 1,425 | 0.07% | 0.08% | 29 | +2 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 61,030 | 1,398 | 0.19% | 0.16% | 30 | +11,136 | 22.32% | Q4 2025 | Jan 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | New | 60,150 | 1,378 | 0.09% | — | 31 | +60,150 | New | Q4 2025 | Jan 27, 2026 |
| Breakwater Capital Group | History | Added to | 57,796 | 1,324 | 0.18% | 0.19% | 32 | +2,736 | 4.97% | Q4 2025 | Jan 09, 2026 |
| Pure Financial Advisors, LLC | History | No change | 57,081 | 1,307 | 0.24% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Dakota Wealth Management | History | Reduced | 55,926 | 1,281 | 0.02% | 0.14% | 34 | -242,806 | -81.28% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 52,665 | 1,206 | 0.01% | 0.01% | 35 | +6,319 | 13.63% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 50,375 | 1,154 | 0.0% | 0.0% | 36 | +3,018 | 6.37% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,506 | 1,134 | 0.01% | 0.0% | 37 | +22,436 | 82.88% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 47,803 | 1,095 | 0.11% | 0.12% | 39 | +2,846 | 6.33% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 47,831 | 1,095 | 0.04% | 0.04% | 38 | +369 | 0.78% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,662 | 1,091 | 0.0% | 0.0% | 40 | +968 | 2.07% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 47,116 | 1,079 | 0.01% | 0.01% | 41 | +11,799 | 33.41% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 46,564 | 1,066 | 0.04% | 0.02% | 42 | +27,580 | 145.28% | Q4 2025 | Jan 28, 2026 |
| RMR Wealth Builders | History | Added to | 44,124 | 1,010 | 0.08% | 0.08% | 43 | +3,574 | 8.81% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 43,502 | 1,001 | 0.03% | 0.03% | 44 | +522 | 1.21% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,920 | 983 | 0.02% | 0.03% | 45 | +320 | 0.75% | Q4 2025 | Feb 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 42,838 | 981 | 0.06% | 0.06% | 46 | -220 | -0.51% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 42,285 | 968 | 0.0% | 0.0% | 47 | +7,074 | 20.09% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,204 | 967 | 0.0% | 0.0% | 48 | -771 | -1.79% | Q4 2025 | Jan 08, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Reduced | 41,567 | 952 | 0.16% | 0.17% | 49 | -2,926 | -6.58% | Q4 2025 | Jan 21, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 41,000 | 939 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 41,000 | 939 | 0.77% | 0.93% | 51 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CROBAN | History | Added to | 39,973 | 915 | 0.44% | 0.46% | 52 | +10,074 | 33.69% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 37,713 | 864 | 0.02% | 0.02% | 53 | +1,884 | 5.26% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 37,484 | 858 | 0.06% | — | 54 | +37,484 | New | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 35,880 | 822 | 0.0% | 0.0% | 55 | +1,825 | 5.36% | Q4 2025 | Jan 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 35,525 | 813 | 0.06% | 0.07% | 56 | -1,425 | -3.86% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 30,744 | 704 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,524 | 699 | 0.0% | 0.0% | 58 | +17,943 | 142.62% | Q4 2025 | Mar 16, 2026 |
| NewSquare Capital LLC | History | Reduced | 27,562 | 631 | 0.06% | 0.05% | 59 | -3,974 | -12.6% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 27,319 | 625 | 0.08% | 0.07% | 60 | +3,600 | 15.18% | Q4 2025 | Jan 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 27,096 | 620 | 0.13% | 0.09% | 61 | +9,490 | 53.9% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 25,748 | 589 | 0.0% | 0.0% | 62 | -544 | -2.07% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,844 | 523 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,605 | 517 | 0.0% | 0.0% | 64 | +4,384 | 24.06% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 21,886 | 501 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | No change | 21,511 | 492 | 0.1% | 0.11% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 20,988 | 480 | 0.05% | 0.05% | 67 | +10,494 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Allen Capital Group, LLC | History | No change | 20,757 | 475 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 20,114 | 455 | 0.05% | — | 69 | +20,114 | New | Q4 2025 | Mar 24, 2026 |
| Keudell/Morrison Wealth Management | History | New | 19,515 | 447 | 0.09% | — | 70 | +19,515 | New | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 19,393 | 444 | 0.02% | 0.02% | 71 | -6,019 | -23.69% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,801 | 430 | 0.01% | 0.0% | 72 | +5,184 | 38.07% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,930 | 411 | 0.0% | 0.0% | 73 | +1,811 | 11.24% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 17,866 | 409 | 0.23% | — | 74 | +17,866 | New | Q4 2025 | Feb 17, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 17,000 | 389 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 16,857 | 386 | 0.01% | — | 76 | +16,857 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,570 | 379 | 0.0% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 15,786 | 361 | 0.01% | 0.0% | 78 | +6,002 | 61.35% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 15,502 | 355 | 0.0% | 0.0% | 79 | -5,962 | -27.78% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 15,375 | 352 | 0.02% | 0.01% | 80 | +5,025 | 48.55% | Q4 2025 | Jan 21, 2026 |
| Keebeck Wealth Management | History | No change | 15,200 | 348 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 14,602 | 334 | 0.29% | — | 83 | +14,602 | New | Q4 2025 | Jan 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,600 | 334 | 0.01% | 0.0% | 82 | +3,395 | 30.3% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 14,418 | 330 | 0.01% | 0.01% | 84 | +4,000 | 38.4% | Q4 2025 | Feb 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,118 | 324 | 0.08% | 0.07% | 85 | +2,237 | 18.83% | Q4 2025 | Jan 26, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 13,865 | 317 | 0.12% | 0.11% | 86 | +1,795 | 14.87% | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | No change | 13,608 | 311 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 13,608 | 311 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,378 | 306 | 0.0% | — | 89 | +13,378 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 13,378 | 306 | 0.01% | — | 90 | +13,378 | New | Q4 2025 | Feb 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 13,381 | 306 | 0.03% | 0.03% | 91 | +314 | 2.4% | Q4 2025 | Feb 03, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 13,345 | 305 | 0.01% | 0.02% | 92 | -613 | -4.39% | Q4 2025 | Feb 04, 2026 |
| SYKON CAPITAL LLC | History | New | 13,000 | 297 | 0.1% | — | 94 | +13,000 | New | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | New | 12,966 | 297 | 0.0% | — | 93 | +12,966 | New | Q4 2025 | Jan 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 12,432 | 284 | 0.2% | — | 95 | +12,432 | New | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 11,994 | 274 | 0.01% | 0.01% | 96 | -174 | -1.43% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,921 | 273 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | New | 11,907 | 272 | 0.04% | — | 99 | +11,907 | New | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,909 | 272 | 0.01% | 0.01% | 98 | +159 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,770 | 269 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 11,555 | 264 | 0.14% | 0.15% | 101 | -223 | -1.89% | Q4 2025 | Jan 28, 2026 |
| Innova Wealth Partners | History | Reduced | 11,275 | 258 | 0.13% | 0.15% | 102 | -900 | -7.39% | Q4 2025 | Jan 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,156 | 255 | 0.04% | — | 103 | +11,156 | New | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,065 | 253 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Auour Investments LLC | History | Added to | 11,021 | 252 | 0.08% | 0.07% | 105 | +1,134 | 11.47% | Q4 2025 | Jan 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 10,825 | 248 | 0.03% | 0.03% | 106 | +727 | 7.2% | Q4 2025 | Jan 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | New | 10,780 | 246 | 0.08% | — | 107 | +10,780 | New | Q4 2025 | Feb 12, 2026 |
| FOSTER & MOTLEY INC | History | No change | 10,603 | 243 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 10,553 | 241 | 0.16% | 0.18% | 109 | -1,097 | -9.42% | Q4 2025 | Feb 05, 2026 |
| FC Advisory LLC | History | Reduced | 10,311 | 236 | 0.07% | 0.08% | 110 | -1,225 | -10.62% | Q4 2025 | Jan 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 10,273 | 235 | 0.03% | 0.04% | 111 | +10 | 0.1% | Q4 2025 | Feb 09, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 10,151 | 233 | 0.06% | 0.14% | 112 | -7,758 | -43.32% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,144 | 232 | 0.01% | 0.01% | 113 | -25 | -0.25% | Q4 2025 | Feb 17, 2026 |
| American Money Management, LLC | History | No change | 10,000 | 229 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,731 | 222 | 0.0% | — | 116 | +9,731 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,694 | 222 | 0.0% | 0.0% | 115 | +530 | 5.78% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 9,394 | 215 | 0.0% | 0.0% | 117 | +345 | 3.81% | Q4 2025 | Feb 03, 2026 |
| Family Capital Management, Inc. | History | New | 9,373 | 214 | 0.1% | — | 119 | +9,373 | New | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,377 | 214 | 0.0% | 0.0% | 118 | -46 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 9,200 | 210 | 0.01% | 0.06% | 120 | -56,800 | -86.06% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | No change | 9,000 | 206 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,912 | 204 | 0.0% | 0.0% | 122 | -862 | -8.82% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,514 | 172 | 0.0% | 0.0% | 123 | +2,292 | 43.89% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 7,181 | 164 | 0.0% | 0.0% | 124 | +6,521 | 988.03% | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7,000 | 160 | 0.13% | — | 125 | +7,000 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,939 | 136 | 0.0% | 0.0% | 126 | +4,221 | 245.69% | Q4 2025 | Jan 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,697 | 130 | 0.11% | — | 127 | +5,697 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | No change | 4,818 | 110 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 4,046 | 93 | 0.0% | 0.0% | 129 | +2,700 | 200.59% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,859 | 88 | 0.0% | 0.0% | 130 | +45 | 1.18% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,621 | 82 | 0.0% | 0.0% | 131 | -879 | -19.53% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 2,290 | 52 | 0.0% | 0.0% | 132 | +261 | 12.86% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,070 | 47 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 1,466 | 33 | 0.0% | — | 134 | +1,466 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 1,290 | 29 | 0.0% | 0.0% | 135 | -1,532 | -54.29% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 1,300 | 29 | 0.02% | — | 136 | +1,300 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,258 | 28 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 1,152 | 26 | 0.0% | 0.0% | 138 | +1,017 | 753.33% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 978 | 22 | 0.0% | — | 139 | +978 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 900 | 20 | 0.01% | — | 140 | +900 | New | Q4 2025 | Feb 05, 2026 |
| Clarity Asset Management, Inc. | History | New | 700 | 16 | 0.01% | — | 141 | +700 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 416 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 241 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REAP Financial Group, LLC | History | No change | 241 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -58,807 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,252 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,938 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,345 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,263 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,579 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,641 | -100.0% | Q3 2025 | Nov 18, 2025 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2025 | Oct 28, 2025 |