Global X Funds - SIL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 40 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,168,704 | 264,650 | 0.03% | 0.02% | 1 | +1,305,602 | 70.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,466,102 | 122,448 | 0.01% | 0.01% | 2 | -118,829 | -7.5% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 1,220,000 | 102,725 | 1.19% | 1.15% | 3 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,010,955 | 84,434 | 0.01% | 0.01% | 4 | +381,018 | 60.49% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 900,844 | 75,238 | 0.02% | 0.02% | 5 | -213,050 | -19.13% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 625,356 | 52,229 | 0.01% | 0.01% | 6 | -132,356 | -17.47% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 479,096 | 40,014 | 0.01% | 0.01% | 7 | -187,587 | -28.14% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 384,656 | 32,126 | 0.01% | 0.0% | 8 | +35,887 | 10.29% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 349,300 | 29,173 | 0.04% | — | 9 | +349,300 | New | Q4 2025 | Feb 17, 2026 |
| Electrum Group LLC | History | New | 342,009 | 28,564 | 2.49% | — | 10 | +342,009 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 331,013 | 27,646 | 0.01% | 0.01% | 11 | +115,660 | 53.71% | Q4 2025 | Feb 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 309,140 | 25,819 | 1.98% | 0.14% | 12 | +289,072 | 1440.46% | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 301,802 | 25,206 | 0.04% | 0.01% | 13 | +196,492 | 186.58% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 298,800 | 24,955 | 0.02% | 0.02% | 14 | +68,010 | 29.47% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 295,400 | 24,671 | 0.04% | 0.15% | 15 | -896,904 | -75.22% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 280,902 | 23,460 | 0.03% | — | 16 | +280,902 | New | Q4 2025 | Feb 17, 2026 |
| Southeast Asset Advisors, LLC | History | New | 247,184 | 20,644 | 1.96% | — | 17 | +247,184 | New | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 213,967 | 17,870 | 0.03% | 0.02% | 18 | +9,691 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | Added to | 211,918 | 17,699 | 0.02% | 0.0% | 19 | +177,595 | 517.42% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 201,185 | 16,802 | 0.0% | 0.0% | 20 | +41,000 | 25.6% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 183,502 | 15,326 | 0.0% | — | 21 | +183,502 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 178,397 | 14,899 | 0.01% | 0.0% | 22 | +117,667 | 193.75% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 173,547 | 14,494 | 0.0% | 0.0% | 23 | -388,727 | -69.13% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 163,889 | 13,688 | 0.5% | 0.53% | 24 | -11,469 | -6.54% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 160,316 | 13,389 | 0.01% | 0.01% | 25 | -74,199 | -31.64% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 138,278 | 12,904 | 1.77% | — | 26 | +138,278 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 153,311 | 12,804 | 0.0% | 0.0% | 27 | +50,206 | 48.69% | Q4 2025 | Feb 18, 2026 |
| ARP Global Capital Ltd | History | New | 141,254 | 11,797 | 3.56% | — | 28 | +141,254 | New | Q4 2025 | Mar 12, 2026 |
| BARCLAYS PLC | History | New | 141,200 | 11,793 | 0.0% | — | 29 | +141,200 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 133,918 | 11,184 | 0.01% | 0.02% | 30 | -134,903 | -50.18% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 133,178 | 11,123 | 0.15% | 0.11% | 31 | +27,185 | 25.65% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 132,808 | 11,092 | 0.03% | 0.01% | 32 | +95,371 | 254.75% | Q4 2025 | Feb 13, 2026 |
| Yong Rong (HK) Asset Management Ltd | History | No change | 120,000 | 10,023 | 3.04% | 1.76% | 33 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BFI Infinity Ltd. | History | Added to | 119,423 | 9,980 | 6.21% | 5.1% | 34 | +11,465 | 10.62% | Q4 2025 | Jan 14, 2026 |
| Elite Wealth Management, Inc. | History | New | 115,011 | 9,605 | 2.62% | — | 35 | +115,011 | New | Q4 2025 | Feb 02, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 109,877 | 9,176 | 2.6% | 4.74% | 36 | -117,201 | -51.61% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 105,148 | 8,781 | 0.0% | 0.0% | 37 | -24,094 | -18.64% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 97,005 | 8,101 | 0.03% | 0.03% | 38 | +7,254 | 8.08% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 91,553 | 7,646 | 0.11% | 0.01% | 39 | +82,947 | 963.83% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 89,761 | 7,497 | 0.01% | 0.01% | 40 | -11,895 | -11.7% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 85,584 | 7,147 | 0.0% | — | 41 | +85,584 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 81,687 | 6,896 | 0.1% | 0.09% | 42 | +200 | 0.25% | Q4 2025 | Feb 13, 2026 |
| TORNO CAPITAL, LLC | History | New | 75,000 | 6,264 | 1.4% | — | 43 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 74,301 | 6,205 | 0.02% | 0.02% | 44 | +8,243 | 12.48% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 73,628 | 6,149 | 0.21% | 0.22% | 45 | -4,726 | -6.03% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 71,050 | 5,934 | 0.0% | — | 46 | +71,050 | New | Q4 2025 | Feb 11, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 68,727 | 5,740 | 2.65% | 2.37% | 47 | +787 | 1.16% | Q4 2025 | Jan 15, 2026 |
| SPROTT INC. | History | Reduced | 67,297 | 5,620 | 0.19% | 0.19% | 48 | -9,929 | -12.86% | Q4 2025 | Feb 12, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 70,552 | 5,597 | 1.94% | 1.33% | 49 | +18,052 | 34.38% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,914 | 5,087 | 0.02% | 0.02% | 50 | +15,007 | 32.69% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 59,582 | 4,976 | 0.03% | 0.03% | 51 | -12,700 | -17.57% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 59,577 | 4,975 | 0.01% | 0.01% | 52 | +4,022 | 7.24% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,477 | 4,800 | 0.02% | 0.02% | 53 | +5,302 | 10.16% | Q4 2025 | Feb 13, 2026 |
| Financial Sense Advisors, Inc. | History | New | 56,134 | 4,688 | 0.86% | — | 54 | +56,134 | New | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 55,600 | 4,643 | 0.6% | — | 55 | +55,600 | New | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 54,676 | 4,566 | 0.78% | 0.51% | 56 | +14,289 | 35.38% | Q4 2025 | Feb 17, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 54,037 | 4,513 | 0.87% | 0.25% | 57 | +29,801 | 122.96% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 51,193 | 4,275 | 0.03% | 0.04% | 58 | -43,432 | -45.9% | Q4 2025 | Feb 17, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 49,195 | 4,108 | 1.23% | 1.11% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Encompass More Asset Management | History | Added to | 48,574 | 4,056 | 0.75% | 0.51% | 60 | +11,058 | 29.48% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 47,940 | 4,047 | 0.38% | 0.09% | 61 | +35,426 | 283.09% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,569 | 3,972 | 0.0% | 0.0% | 62 | +21,677 | 83.72% | Q4 2025 | Mar 25, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 46,473 | 3,881 | 0.36% | 0.32% | 63 | +1,800 | 4.03% | Q4 2025 | Jan 30, 2026 |
| Clear Creek Financial Management, LLC | History | New | 45,758 | 3,821 | 0.31% | — | 64 | +45,758 | New | Q4 2025 | Jan 23, 2026 |
| SHARPEPOINT LLC | History | New | 42,670 | 3,563 | 2.13% | — | 65 | +42,670 | New | Q4 2025 | Feb 11, 2026 |
| Purpose Unlimited Inc. | History | New | 40,773 | 3,405 | 0.16% | — | 66 | +40,773 | New | Q4 2025 | Mar 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 39,790 | 3,317 | 0.0% | 0.0% | 67 | -2,956 | -6.92% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,595 | 3,307 | 0.0% | 0.0% | 68 | +6,213 | 18.61% | Q4 2025 | Feb 06, 2026 |
| Caption Management, LLC | History | New | 39,300 | 3,282 | 0.02% | — | 69 | +39,300 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Capital Management, Inc. | History | New | 37,175 | 3,104 | 1.91% | — | 70 | +37,175 | New | Q4 2025 | Jan 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,370 | 3,038 | 0.01% | 0.01% | 71 | -9,762 | -21.16% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | Added to | 36,280 | 3,030 | 0.02% | 0.01% | 72 | +26,337 | 264.88% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 36,260 | 3,028 | 0.0% | 0.0% | 73 | -2,450 | -6.33% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,266 | 2,945 | 0.0% | 0.0% | 74 | +15,555 | 78.92% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 34,723 | 2,931 | 0.05% | 0.05% | 75 | +3,080 | 9.73% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 34,450 | 2,887 | 0.02% | — | 76 | +34,450 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 33,840 | 2,885 | 0.03% | 0.01% | 77 | +6,007 | 21.58% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,271 | 2,862 | 0.0% | 0.0% | 78 | +2,091 | 6.5% | Q4 2025 | Feb 12, 2026 |
| Ursa Fund Management, LLC | History | New | 33,800 | 2,822 | 0.12% | — | 79 | +33,800 | New | Q4 2025 | Feb 17, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 32,264 | 2,694 | 1.9% | — | 80 | +32,264 | New | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,950 | 2,584 | 0.06% | 0.08% | 81 | -13,250 | -29.98% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 30,778 | 2,570 | 0.12% | 0.14% | 82 | +9,517 | 44.76% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 30,677 | 2,562 | 0.0% | — | 83 | +30,677 | New | Q4 2025 | Jan 29, 2026 |
| Tradewinds, LLC. | History | Reduced | 30,285 | 2,529 | 0.6% | 0.58% | 84 | -2,849 | -8.6% | Q4 2025 | Feb 13, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 28,842 | 2,408 | 0.44% | 0.42% | 85 | -299 | -1.03% | Q4 2025 | Jan 30, 2026 |
| ION Fund Management Ltd | History | New | 28,655 | 2,393 | 0.28% | — | 86 | +28,655 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 27,912 | 2,331 | 0.04% | 0.01% | 87 | +22,328 | 399.86% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 27,400 | 2,288 | 0.0% | 0.0% | 88 | +8,493 | 44.92% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 27,200 | 2,271 | 0.47% | — | 89 | +27,200 | New | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | New | 26,000 | 2,171 | 0.01% | — | 90 | +26,000 | New | Q4 2025 | Jan 16, 2026 |
| WYNNEFIELD CAPITAL INC | History | Reduced | 25,000 | 2,088 | 1.17% | 1.29% | 91 | -5,000 | -16.67% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | New | 24,567 | 2,051 | 0.14% | — | 92 | +24,567 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,454 | 1,958 | 0.05% | 0.04% | 93 | +279 | 1.2% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 23,191 | 1,936 | 0.0% | 0.0% | 94 | +1,790 | 8.36% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 21,600 | 1,804 | 0.01% | 0.01% | 95 | -5,500 | -20.3% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,409 | 1,788 | 0.13% | 0.1% | 96 | +4,382 | 25.74% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,165 | 1,767 | 0.0% | 0.0% | 97 | +14,850 | 235.15% | Q4 2025 | Mar 16, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 21,112 | 1,763 | 0.58% | 0.58% | 98 | -2,999 | -12.44% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,060 | 1,758 | 0.02% | 0.01% | 99 | +10,072 | 91.66% | Q4 2025 | Jan 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 20,997 | 1,753 | 0.61% | — | 100 | +20,997 | New | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,710 | 1,729 | 0.01% | 0.01% | 101 | +1,112 | 5.67% | Q4 2025 | Feb 18, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Added to | 20,000 | 1,670 | 2.31% | 1.16% | 102 | +8,000 | 66.67% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,604 | 1,637 | 0.0% | 0.0% | 103 | +9,874 | 101.48% | Q4 2025 | Jan 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 19,000 | 1,586 | 0.09% | 0.08% | 104 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Kurv Investment Management LLC | History | New | 18,939 | 1,581 | 1.48% | — | 105 | +18,939 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 18,711 | 1,562 | 0.05% | 0.05% | 106 | +120 | 0.65% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 18,555 | 1,549 | 0.01% | — | 107 | +18,555 | New | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 18,500 | 1,545 | 0.12% | 0.09% | 108 | -1,600 | -7.96% | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | Added to | 17,477 | 1,459 | 0.35% | 0.24% | 109 | +4,212 | 31.75% | Q4 2025 | Feb 02, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 17,175 | 1,434 | 0.09% | 0.04% | 110 | +8,425 | 96.29% | Q4 2025 | Jan 07, 2026 |
| Financially Speaking Inc | History | Reduced | 16,765 | 1,400 | 0.91% | 2.12% | 111 | -28,332 | -62.82% | Q4 2025 | Feb 10, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 16,671 | 1,392 | 0.05% | 0.04% | 112 | +1,925 | 13.05% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,500 | 1,378 | 0.0% | — | 113 | +16,500 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 16,282 | 1,359 | 0.0% | 0.0% | 114 | +1,146 | 7.57% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 15,880 | 1,326 | 0.04% | 0.04% | 115 | -553 | -3.37% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 15,561 | 1,299 | 0.1% | — | 116 | +15,561 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 14,794 | 1,235 | 0.06% | 0.05% | 117 | +1,578 | 11.94% | Q4 2025 | Jan 26, 2026 |
| Virtu Financial LLC | History | Added to | 14,623 | 1,221 | 0.05% | 0.01% | 118 | +11,570 | 378.97% | Q4 2025 | Feb 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,320 | 1,196 | 0.0% | 0.0% | 119 | +11,789 | 465.78% | Q4 2025 | Jan 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,166 | 1,183 | 0.0% | 0.0% | 120 | +13,053 | 1172.78% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 14,079 | 1,175 | 0.0% | — | 121 | +14,079 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 13,889 | 1,160 | 0.01% | — | 122 | +13,889 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,779 | 1,150 | 0.01% | 0.01% | 123 | +846 | 6.54% | Q4 2025 | Feb 18, 2026 |
| Ballew Advisors, Inc | History | Reduced | 11,997 | 1,132 | 0.64% | 2.87% | 124 | -56,516 | -82.49% | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 13,145 | 1,097 | 0.15% | 0.08% | 125 | +4,920 | 59.82% | Q4 2025 | Jan 29, 2026 |
| Anson Capital, Inc. | History | Added to | 12,583 | 1,050 | 0.76% | 0.39% | 126 | +5,252 | 71.64% | Q4 2025 | Feb 04, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,549 | 1,048 | 0.05% | 0.02% | 128 | +5,231 | 71.48% | Q4 2025 | Feb 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 12,555 | 1,048 | 0.12% | 0.1% | 127 | -48 | -0.38% | Q4 2025 | Jan 27, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 12,502 | 1,044 | 0.25% | 0.21% | 129 | +741 | 6.3% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 11,036 | 1,040 | 0.17% | 0.1% | 130 | +2,254 | 25.67% | Q4 2025 | Feb 06, 2026 |
| Jefferies Financial Group Inc. | History | New | 12,000 | 1,002 | 0.01% | — | 131 | +12,000 | New | Q4 2025 | Feb 09, 2026 |
| Savior LLC | History | New | 11,832 | 988 | 3.57% | — | 132 | +11,832 | New | Q4 2025 | Jan 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 11,600 | 968 | 0.0% | 0.02% | 133 | -105,575 | -90.1% | Q4 2025 | Feb 17, 2026 |
| Maytree Asset Management Ltd | History | New | 11,590 | 967 | 0.72% | — | 134 | +11,590 | New | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,281 | 942 | 0.0% | 0.0% | 135 | -822 | -6.79% | Q4 2025 | Feb 13, 2026 |
| K.J. Harrison & Partners Inc | History | New | 11,087 | 925 | 0.12% | — | 136 | +11,087 | New | Q4 2025 | Feb 03, 2026 |
| Columbus Macro, LLC | History | Reduced | 10,990 | 917 | 0.1% | 0.1% | 137 | -1,425 | -11.48% | Q4 2025 | Jan 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 27,700 | 905 | 0.22% | 0.11% | 138 | +21,100 | 319.7% | Q4 2025 | Feb 12, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 10,400 | 868 | 0.71% | 0.6% | 139 | +300 | 2.97% | Q4 2025 | Feb 02, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 10,383 | 867 | 0.46% | — | 140 | +10,383 | New | Q4 2025 | Feb 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,270 | 857 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 10,103 | 843 | 0.01% | — | 142 | +10,103 | New | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 10,000 | 835 | 0.07% | 0.02% | 143 | +7,000 | 233.33% | Q4 2025 | Jan 28, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 9,685 | 808 | 0.32% | — | 144 | +9,685 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | New | 9,281 | 775 | 0.03% | — | 145 | +9,281 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,779 | 733 | 0.01% | 0.01% | 146 | +639 | 7.85% | Q4 2025 | Feb 09, 2026 |
| Capula Management Ltd | History | Reduced | 8,678 | 724 | 0.0% | 0.0% | 147 | -88 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 8,555 | 714 | 0.0% | 0.0% | 148 | +1,900 | 28.55% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Reduced | 8,048 | 672 | 0.04% | 0.04% | 149 | -2,342 | -22.54% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,818 | 652 | 0.0% | 0.0% | 150 | +219 | 2.88% | Q4 2025 | Feb 03, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 7,810 | 652 | 0.04% | 0.03% | 151 | +9 | 0.12% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,530 | 628 | 0.02% | 0.0% | 152 | +4,848 | 180.76% | Q4 2025 | Feb 03, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 7,395 | 617 | 0.12% | 0.11% | 153 | -133 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,370 | 615 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,184 | 600 | 0.03% | 0.03% | 155 | -531 | -6.88% | Q4 2025 | Feb 04, 2026 |
| Secure Asset Management, LLC | History | Added to | 6,912 | 577 | 0.09% | 0.04% | 156 | +3,238 | 88.13% | Q4 2025 | Jan 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,786 | 566 | 0.02% | 0.02% | 157 | -650 | -8.74% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 6,606 | 551 | 0.12% | 0.09% | 158 | +1,900 | 40.37% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,389 | 550 | 0.01% | 0.01% | 159 | +2,000 | 31.3% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,560 | 547 | 0.0% | 0.0% | 160 | +2,432 | 58.91% | Q4 2025 | Feb 17, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,478 | 541 | 0.17% | 0.15% | 161 | -50 | -0.77% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,435 | 537 | 0.04% | 0.03% | 162 | -56 | -0.86% | Q4 2025 | Feb 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,259 | 522 | 0.01% | 0.01% | 163 | -2,629 | -29.58% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,069 | 506 | 0.01% | 0.01% | 164 | +3,087 | 103.52% | Q4 2025 | Feb 06, 2026 |
| Oxbow Advisors, LLC | History | No change | 5,954 | 497 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,889 | 491 | 0.01% | 0.02% | 166 | -3,442 | -36.89% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,726 | 478 | 0.01% | 0.0% | 168 | +1,128 | 24.53% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 5,729 | 478 | 0.0% | 0.0% | 167 | -197 | -3.32% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | New | 5,609 | 468 | 0.01% | — | 169 | +5,609 | New | Q4 2025 | Jan 15, 2026 |
| Robinson Value Management, Ltd. | History | No change | 5,547 | 463 | 0.25% | 0.23% | 170 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VANGUARD GROUP INC | History | No change | 5,500 | 459 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,350 | 446 | 0.0% | 0.0% | 172 | -1,950 | -26.71% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,286 | 441 | 0.0% | 0.0% | 173 | +1,248 | 30.91% | Q4 2025 | Jan 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | New | 6,000 | 439 | 0.03% | — | 176 | +6,000 | New | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,252 | 439 | 0.0% | 0.0% | 174 | -2,898 | -35.56% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,266 | 439 | 0.0% | 0.0% | 175 | -1,263 | -19.34% | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | New | 5,208 | 434 | 0.03% | — | 178 | +5,208 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,197 | 434 | 0.03% | 0.02% | 177 | +1,076 | 26.11% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,158 | 430 | 0.0% | 0.0% | 179 | +2,896 | 128.03% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,081 | 424 | 0.0% | 0.0% | 180 | +300 | 6.27% | Q4 2025 | Feb 06, 2026 |
| Guild Investment Management, Inc. | History | Added to | 5,000 | 422 | 0.31% | 0.23% | 181 | +1,000 | 25.0% | Q4 2025 | Jan 21, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,014 | 418 | 0.02% | 0.03% | 182 | -1,532 | -23.4% | Q4 2025 | Jan 07, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 4,750 | 396 | 0.01% | — | 183 | +4,750 | New | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,750 | 396 | 0.05% | 0.07% | 184 | -3,022 | -38.88% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 4,745 | 396 | 0.06% | 0.06% | 185 | -95 | -1.96% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | No change | 4,676 | 390 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,462 | 372 | 0.0% | 0.0% | 187 | -440 | -8.98% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,384 | 368 | 0.01% | 0.0% | 188 | +3,409 | 349.64% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,305 | 360 | 0.0% | 0.0% | 189 | +762 | 21.51% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,222 | 352 | 0.0% | 0.0% | 190 | +457 | 12.14% | Q4 2025 | Jan 12, 2026 |
| Fielder Capital Group LLC | History | No change | 4,130 | 344 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 4,115 | 343 | 0.05% | 0.04% | 192 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,099 | 342 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,084 | 341 | 0.01% | 0.02% | 194 | -13,318 | -76.53% | Q4 2025 | Jan 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 3,917 | 327 | 0.0% | — | 195 | +3,917 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 3,907 | 326 | 0.0% | — | 196 | +3,907 | New | Q4 2025 | Feb 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,872 | 323 | 0.04% | 0.03% | 197 | -63 | -1.6% | Q4 2025 | Jan 09, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 3,850 | 321 | 0.14% | — | 198 | +3,850 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 3,735 | 311 | 0.01% | — | 199 | +3,735 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,767 | 309 | 0.01% | 0.01% | 200 | -1,170 | -29.72% | Q4 2025 | Jan 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,661 | 305 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Reduced | 1,821 | 304 | 0.01% | 0.01% | 202 | -1,800 | -49.71% | Q4 2025 | Jan 30, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 3,535 | 295 | 0.07% | 0.07% | 203 | +21 | 0.6% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 3,500 | 292 | 0.01% | — | 204 | +3,500 | New | Q4 2025 | Feb 17, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 3,495 | 291 | 0.04% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | Added to | 3,462 | 289 | 0.19% | 0.08% | 206 | +1,862 | 116.38% | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,419 | 285 | 0.0% | 0.0% | 208 | -40 | -1.16% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 3,418 | 285 | 0.0% | 0.0% | 207 | +8 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 3,352 | 279 | 0.0% | — | 209 | +3,352 | New | Q4 2025 | Feb 05, 2026 |
| GK Wealth Management LLC | History | New | 3,347 | 279 | 0.18% | — | 210 | +3,347 | New | Q4 2025 | Jan 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,298 | 275 | 0.0% | 0.0% | 211 | -1,927 | -36.88% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,241 | 270 | 0.02% | 0.03% | 212 | -2,339 | -41.92% | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | No change | 3,238 | 270 | 0.03% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,553 | 264 | 0.01% | 0.04% | 214 | -28,970 | -89.08% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,150 | 263 | 0.01% | 0.01% | 215 | -1,158 | -26.88% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | No change | 3,137 | 262 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rather & Kittrell, Inc. | History | New | 3,136 | 261 | 0.04% | — | 217 | +3,136 | New | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,101 | 258 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plan Group Financial, LLC | History | New | 3,050 | 254 | 0.07% | — | 219 | +3,050 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 3,025 | 253 | 0.0% | 0.0% | 220 | +989 | 48.58% | Q4 2025 | Jan 26, 2026 |
| SFM, LLC | History | No change | 3,027 | 252 | 0.15% | 0.13% | 221 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 3,000 | 250 | 0.02% | — | 222 | +3,000 | New | Q4 2025 | Feb 04, 2026 |
| ExodusPoint Capital Management, LP | History | New | 3,000 | 250 | 0.0% | — | 224 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 3,001 | 250 | 0.17% | 0.15% | 223 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 2,995 | 250 | 0.23% | 0.2% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kovitz Investment Group Partners, LLC | History | New | 2,899 | 242 | 0.01% | — | 226 | +2,899 | New | Q4 2025 | Feb 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 2,880 | 240 | 0.01% | — | 227 | +2,880 | New | Q4 2025 | Jan 26, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 2,765 | 230 | 0.04% | 0.04% | 228 | -150 | -5.15% | Q4 2025 | Feb 10, 2026 |
| Diametric Capital, LP | History | Reduced | 2,710 | 226 | 0.06% | 0.18% | 229 | -4,057 | -59.95% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,684 | 224 | 0.03% | 0.03% | 230 | -364 | -11.94% | Q4 2025 | Jan 22, 2026 |
| Global Wealth Management, LLC | History | New | 2,676 | 223 | 0.12% | — | 231 | +2,676 | New | Q4 2025 | Jan 26, 2026 |
| IAM Advisory, LLC | History | Reduced | 2,597 | 216 | 0.05% | 0.06% | 233 | -1,067 | -29.12% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,586 | 216 | 0.0% | 0.0% | 232 | +489 | 23.32% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 2,534 | 211 | 0.0% | — | 234 | +2,534 | New | Q4 2025 | Jan 26, 2026 |
| XML Financial, LLC | History | New | 2,500 | 208 | 0.02% | — | 236 | +2,500 | New | Q4 2025 | Feb 11, 2026 |
| Sollinda Capital Management LLC | History | New | 2,500 | 208 | 0.05% | — | 237 | +2,500 | New | Q4 2025 | Jan 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,500 | 208 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,423 | 202 | 0.03% | — | 238 | +2,423 | New | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Added to | 2,373 | 198 | 0.14% | 0.11% | 239 | +233 | 10.89% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 1,927 | 160 | 0.0% | 0.0% | 240 | +112 | 6.17% | Q4 2025 | Jan 26, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 1,750 | 146 | 0.0% | 0.0% | 241 | -650 | -27.08% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,590 | 132 | 0.01% | — | 242 | +1,590 | New | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,580 | 131 | 0.0% | — | 243 | +1,580 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,433 | 119 | 0.01% | 0.0% | 244 | +1,370 | 2174.6% | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | Reduced | 1,341 | 111 | 0.03% | 0.03% | 245 | -25 | -1.83% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 992 | 82 | 0.0% | 0.0% | 246 | +270 | 37.4% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 968 | 80 | 0.0% | — | 247 | +968 | New | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 944 | 78 | 0.0% | 0.0% | 248 | -183 | -16.24% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 850 | 70 | 0.01% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 825 | 68 | 0.0% | 0.0% | 250 | +550 | 200.0% | Q4 2025 | Jan 20, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 800 | 66 | 0.01% | — | 251 | +800 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 780 | 65 | 0.03% | 0.01% | 252 | +459 | 142.99% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 773 | 64 | 0.0% | 0.0% | 253 | -662 | -46.13% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 750 | 62 | 0.0% | — | 254 | +750 | New | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 720 | 60 | 0.0% | — | 255 | +720 | New | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 600 | 50 | 0.02% | 0.06% | 257 | -1,200 | -66.67% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 608 | 50 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| City State Bank | History | No change | 570 | 47 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | New | 531 | 44 | 0.0% | — | 259 | +531 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 530 | 44 | 0.0% | — | 260 | +530 | New | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 516 | 43 | 0.02% | 0.02% | 261 | -71 | -12.1% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | No change | 500 | 41 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 480 | 40 | 0.0% | — | 263 | +480 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | Reduced | 474 | 39 | 0.01% | 0.01% | 264 | -502 | -51.43% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 452 | 37 | 0.0% | 0.0% | 265 | -5 | -1.09% | Q4 2025 | Feb 04, 2026 |
| GoalVest Advisory LLC | History | Reduced | 441 | 36 | 0.01% | 0.02% | 266 | -612 | -58.12% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 401 | 33 | 0.0% | 0.0% | 267 | -9 | -2.2% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | No change | 401 | 33 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 390 | 32 | 0.0% | — | 270 | +390 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 388 | 32 | 0.0% | — | 269 | +388 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 349 | 29 | 0.0% | 0.0% | 271 | -680 | -66.08% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 350 | 29 | 0.0% | 0.0% | 273 | +200 | 133.33% | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | No change | 358 | 29 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 326 | 27 | 0.01% | 0.0% | 275 | -10 | -2.98% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 326 | 27 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 323 | 26 | 0.0% | 0.0% | 276 | +217 | 204.72% | Q4 2025 | Feb 12, 2026 |
| Founders Capital Management | History | No change | 300 | 25 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 300 | 25 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 269 | 22 | 0.01% | 0.01% | 279 | -269 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Gen-Wealth Partners Inc | History | No change | 253 | 21 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 230 | 19 | 0.0% | 0.0% | 282 | -4 | -1.71% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 222 | 19 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | Added to | 205 | 17 | 0.0% | 0.0% | 283 | +60 | 41.38% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 193 | 16 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Luminist Capital LLC | History | No change | 200 | 16 | 0.02% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 180 | 15 | 0.0% | — | 287 | +180 | New | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 175 | 14 | 0.01% | — | 289 | +175 | New | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 175 | 14 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 152 | 12 | 0.0% | 0.0% | 290 | -681 | -81.75% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 155 | 12 | 0.0% | 0.0% | 291 | +95 | 158.33% | Q4 2025 | Jan 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 136 | 11 | 0.0% | 0.0% | 293 | -238 | -63.64% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 142 | 11 | 0.0% | 0.0% | 292 | +71 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 112 | 9 | 0.0% | — | 294 | +112 | New | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 107 | 8 | 0.0% | — | 297 | +107 | New | Q4 2025 | Jan 28, 2026 |
| HOWE & RUSLING INC | History | No change | 100 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 73 | 7 | 0.0% | 0.0% | 298 | +29 | 65.91% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 67 | 5 | 0.0% | — | 301 | +67 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 60 | 5 | 0.0% | — | 299 | +60 | New | Q4 2025 | Mar 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 46 | 3 | 0.0% | — | 303 | +46 | New | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Basepoint Wealth LLC | History | New | 28 | 2 | 0.0% | — | 305 | +28 | New | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | New | 16 | 1 | 0.0% | — | 306 | +16 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | New | 15 | 1 | 0.0% | — | 307 | +15 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 18 | 1 | 0.0% | 0.0% | 308 | -15 | -45.45% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 6 | 1 | 0.0% | — | 309 | +6 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -378,982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.29% | — | -98,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.66% | — | -82,120 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -72,052 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -59,357 | -100.0% | Q3 2025 | Oct 20, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -35,812 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GeoSphere Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.21% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.88% | — | -16,929 | -100.0% | Q3 2025 | Oct 08, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,608 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.85% | — | -14,874 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -13,964 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.08% | — | -10,697 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,004 | -100.0% | Q3 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,494 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.01% | — | -6,050 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,553 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,044 | -100.0% | Q3 2025 | Nov 06, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Park Square Financial Group, LLC | History | Added to | 23 | 0 | — | — | — | +12 | 109.09% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |