abrdn Silver ETF Trust - SIVR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 75 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
Kiker Wealth Management, LLC History Reduced 3,234 218,748 7.26% 3.02% 1 -131,025 -97.59% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Reduced 3,053,342 206,528 0.01% 0.02% 2 -2,913,068 -48.82% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 2,866,974 193,922 0.03% 0.0% 3 +2,849,574 16376.86% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,762,453 119,212 0.01% 0.0% 4 +135,341 8.32% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,461,645 98,865 0.01% 0.0% 5 +1,098,076 302.03% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,209,495 81,810 0.02% 0.01% 6 +221,859 22.46% Q4 2025 Feb 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 1,060,062 73,082 0.51% 0.2% 7 +460,062 76.68% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 953,967 64,526 0.01% 0.01% 8 -12,237 -1.27% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 738,110 49,925 0.01% 0.01% 9 -69,644 -8.62% Q4 2025 Jan 29, 2026
Tradewinds Capital Management, LLC History Added to 696,246 47,094 9.93% 0.01% 10 +695,185 65521.68% Q4 2025 Jan 14, 2026
AMG National Trust Bank History Reduced 613,613 41,504 0.98% 0.68% 11 -13,724 -2.19% Q4 2025 Jan 30, 2026
MORGAN STANLEY History Added to 536,624 36,297 0.0% 0.0% 12 +53,097 10.98% Q4 2025 Feb 13, 2026
GUARDIAN POINT CAPITAL, LP History Added to 475,000 32,129 9.94% 5.13% 13 +175,000 58.33% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 462,030 31,251 0.5% 0.3% 14 +59,890 14.89% Q4 2025 Jan 08, 2026
Southeast Asset Advisors, LLC History New 442,290 29,916 2.84% 15 +442,290 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 418,252 28,290 0.03% 0.03% 16 -126,894 -23.28% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Reduced 382,936 25,901 0.03% 0.02% 17 -17,714 -4.42% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 367,599 24,864 0.0% 0.0% 18 +317,099 627.92% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 315,845 21,363 0.01% 0.0% 19 +63,373 25.1% Q4 2025 Feb 10, 2026
Capital Management Associates, Inc History Reduced 305,697 20,677 4.57% 3.7% 20 -2,254 -0.73% Q4 2025 Jan 21, 2026
Mission Creek Capital Partners, Inc. History Added to 304,416 20,590 4.16% 2.26% 21 +46,818 18.17% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 267,341 18,089 0.0% 0.0% 22 +37,747 16.44% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 251,229 16,992 0.02% 0.01% 23 +43,750 21.09% Q4 2025 Feb 17, 2026
Advocacy Wealth Management, LLC History Added to 242,213 16,383 0.69% 0.41% 24 +29,006 13.6% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Reduced 242,170 16,380 1.52% 1.5% 25 -85,153 -26.01% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 227,025 15,355 0.02% 0.02% 26 -60,864 -21.14% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 221,479 14,980 0.09% 0.05% 27 +60,111 37.25% Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 213,259 14,425 0.0% 28 +213,259 New Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 202,335 13,685 0.66% 0.78% 29 -49,303 -19.59% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 202,119 13,671 0.18% 0.21% 30 -49,519 -19.68% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 164,832 11,149 0.0% 0.0% 31 +28,700 21.08% Q4 2025 Feb 18, 2026
180 WEALTH ADVISORS, LLC History Added to 164,812 11,147 1.27% 0.89% 32 +1,495 0.92% Q4 2025 Jan 09, 2026
World Investment Advisors History Reduced 162,119 10,965 0.18% 0.15% 33 -1,643 -1.0% Q4 2025 Mar 12, 2026
NewEdge Advisors, LLC History Added to 150,288 10,165 0.04% 0.03% 34 +20,720 15.99% Q4 2025 Feb 18, 2026
Merit Financial Group, LLC History Added to 149,453 10,109 0.08% 0.05% 35 +18,074 13.76% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 146,143 9,885 0.02% 0.01% 36 +72,926 99.6% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 142,003 9,605 0.03% 0.01% 37 +31,318 28.29% Q4 2025 Feb 05, 2026
Systelligence, LLC History Reduced 133,250 9,013 1.72% 1.13% 38 -938 -0.7% Q4 2025 Jan 22, 2026
Avior Wealth Management, LLC History Reduced 119,411 8,076 0.25% 0.2% 39 -19,254 -13.89% Q4 2025 Jan 06, 2026
ASSETMARK, INC History Added to 102,825 6,955 0.01% 0.0% 40 +81,696 386.65% Q4 2025 Jan 23, 2026
Pettinga Financial Advisors LLC History Reduced 99,895 6,756 1.28% 1.0% 41 -14,905 -12.98% Q4 2025 Feb 12, 2026
Copley Financial Group, Inc. History Reduced 97,913 6,622 4.1% 3.1% 42 -4,011 -3.94% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 91,873 6,214 0.0% 0.0% 43 +58,576 175.92% Q4 2025 Feb 10, 2026
Encompass More Asset Management History Added to 89,285 6,039 1.11% 0.66% 44 +11,842 15.29% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Added to 88,575 5,991 0.06% 0.02% 45 +55,121 164.77% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 88,543 5,989 0.0% 0.0% 46 -74 -0.08% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 85,119 5,757 0.3% 0.17% 47 +22,052 34.97% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 77,768 5,547 0.01% 0.01% 48 +2,480 3.29% Q4 2025 Feb 05, 2026
Fielder Capital Group LLC History Reduced 80,862 5,469 1.16% 1.0% 49 -18,217 -18.39% Q4 2025 Feb 10, 2026
Apeiron RIA LLC History Added to 72,504 5,415 1.1% 0.73% 50 +7,112 10.88% Q4 2025 Feb 03, 2026
SEEDS INVESTOR LLC History Added to 77,994 5,275 1.01% 0.62% 51 +11,556 17.39% Q4 2025 Jan 27, 2026
INTREPID FAMILY OFFICE LLC History Reduced 77,000 5,208 4.49% 3.72% 52 -23,000 -23.0% Q4 2025 Feb 17, 2026
Global Wealth Management, LLC History Added to 76,291 5,160 2.78% 0.65% 53 +48,388 173.42% Q4 2025 Jan 26, 2026
SMART Wealth LLC History Reduced 68,240 4,615 1.41% 1.32% 54 -10,723 -13.58% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 66,206 4,478 0.01% 0.0% 55 -1,468 -2.17% Q4 2025 Jan 30, 2026
WT Wealth Management History Reduced 59,959 4,055 1.17% 0.95% 56 -14,651 -19.64% Q4 2025 Feb 02, 2026
CWM, LLC History Added to 59,525 4,026 0.01% 0.01% 57 +126 0.21% Q4 2025 Jan 26, 2026
Asset One Wealth Management LLC History New 52,875 4,023 0.55% 58 +52,875 New Q4 2025 Feb 17, 2026
Richard C. Young & CO., LTD. History Reduced 58,691 3,969 0.36% 0.25% 59 -1,420 -2.36% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Reduced 56,310 3,808 0.06% 0.05% 60 -5,201 -8.46% Q4 2025 Feb 12, 2026
MYECFO, LLC History Reduced 56,107 3,784 1.61% 1.3% 61 -8,207 -12.76% Q4 2025 Jan 12, 2026
Simplicity Wealth,LLC History Added to 55,907 3,781 0.23% 0.14% 62 +640 1.16% Q4 2025 Jan 30, 2026
Marble Harbor Investment Counsel, LLC History Reduced 55,600 3,760 0.4% 0.28% 63 -5,100 -8.4% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 55,325 3,742 0.01% 0.0% 64 +47,822 637.37% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 54,765 3,704 0.08% 0.05% 65 +4,566 9.1% Q4 2025 Feb 02, 2026
STABLEFORD CAPITAL II LLC History Reduced 54,453 3,683 1.33% 1.05% 66 -10,749 -16.49% Q4 2025 Jan 13, 2026
Belvedere Trading LLC History Added to 53,892 3,645 0.0% 0.0% 67 +16,526 44.23% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Reduced 53,612 3,626 0.04% 0.03% 68 -3,386 -5.94% Q4 2025 Jan 20, 2026
Silver Coast Investments LLC History Reduced 53,159 3,595 1.24% 1.24% 69 -27,845 -34.37% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Added to 51,689 3,496 0.0% 0.0% 70 +27,832 116.66% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 51,183 3,462 0.02% 0.01% 71 +23,944 87.9% Q4 2025 Feb 17, 2026
FLP Wealth Management, LLC History Reduced 338 3,354 7.91% 6.08% 72 -48,209 -99.3% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Reduced 49,483 3,347 0.01% 0.0% 73 -7,317 -12.88% Q4 2025 Mar 16, 2026
Scarborough Advisors, LLC History Added to 49,164 3,325 0.56% 0.38% 74 +1,185 2.47% Q4 2025 Feb 17, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 48,510 3,281 2.35% 1.56% 75 +565 1.18% Q4 2025 Jan 23, 2026
Miller Global Investments, LLC History New 47,248 3,195 2.89% 76 +47,248 New Q4 2025 Jan 05, 2026
Wealth Watch Advisors, INC History Added to 45,834 3,100 1.15% 0.55% 77 +15,789 52.55% Q4 2025 Feb 17, 2026
SPROTT INC. History Added to 45,258 3,061 0.1% 0.06% 78 +9,010 24.86% Q4 2025 Feb 12, 2026
MATAURO, LLC History Reduced 44,792 3,029 0.46% 0.34% 79 -2,785 -5.85% Q4 2025 Jan 16, 2026
Mariner, LLC History Added to 44,520 3,011 0.0% 0.0% 80 +31,789 249.7% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History New 44,001 2,976 0.1% 81 +44,001 New Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 40,843 2,762 0.1% 0.11% 82 -26,038 -38.93% Q4 2025 Jan 21, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 39,626 2,680 0.02% 83 +39,626 New Q4 2025 Feb 05, 2026
Cardinal Strategic Wealth Guidance History New 37,123 2,511 0.66% 84 +37,123 New Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 32,278 2,497 0.0% 0.0% 85 -7,619 -19.1% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 34,138 2,309 0.03% 0.02% 86 +4,500 15.18% Q4 2025 Feb 09, 2026
Alpine Bank Wealth Management History No change 34,000 2,299 0.33% 0.21% 87 0 0.0% Q4 2025 Jan 15, 2026
RFG Advisory, LLC History Added to 31,793 2,150 0.04% 0.03% 88 +1,086 3.54% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 31,336 2,119 0.02% 0.02% 89 +4,386 16.27% Q4 2025 Jan 23, 2026
Leo Wealth, LLC History Reduced 30,750 2,079 0.15% 0.19% 90 -2,132 -6.48% Q4 2025 Jan 21, 2026
IMC-Chicago, LLC History Reduced 30,424 2,057 0.0% 0.0% 91 -3,768 -11.02% Q4 2025 Jan 29, 2026
Proficio Capital Partners LLC History Reduced 30,105 2,036 0.14% 0.13% 92 -11,280 -27.26% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 29,834 2,017 0.04% 0.01% 93 +16,655 126.38% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 29,767 2,013 0.05% 0.03% 94 +271 0.92% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History No change 29,696 2,008 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 13, 2026
Global View Capital Management LLC History Added to 29,433 1,990 0.37% 0.22% 96 +6,135 26.33% Q4 2025 Jan 14, 2026
IFG Advisory, LLC History Reduced 29,406 1,989 0.09% 0.06% 97 -2,483 -7.79% Q4 2025 Feb 10, 2026
Robinson Value Management, Ltd. History Reduced 29,371 1,986 1.07% 1.1% 98 -13,400 -31.33% Q4 2025 Jan 12, 2026
Transamerica Financial Advisors, LLC History Reduced 29,215 1,976 0.16% 0.11% 99 -369 -1.25% Q4 2025 Feb 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 28,958 1,958 0.48% 0.33% 100 -1,789 -5.82% Q4 2025 Jan 12, 2026
NewEdge Wealth, LLC History Added to 58,700 1,914 0.02% 0.02% 101 +32,200 121.51% Q4 2025 Feb 03, 2026
Blue Capital, Inc. History Reduced 28,136 1,903 1.36% 1.19% 102 -7,888 -21.9% Q4 2025 Feb 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 27,404 1,853 0.2% 0.14% 103 -777 -2.76% Q4 2025 Jan 20, 2026
Prospera Financial Services Inc History Added to 26,879 1,818 0.03% 0.01% 104 +15,620 138.73% Q4 2025 Feb 09, 2026
Acorn Wealth Advisors, LLC History Reduced 26,205 1,772 0.53% 0.39% 105 -1,685 -6.04% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Reduced 26,050 1,762 0.01% 0.01% 106 -489 -1.84% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 26,000 1,758 0.93% 0.5% 107 0 0.0% Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 24,780 1,676 0.46% 108 +24,780 New Q4 2025 Feb 05, 2026
Generation Capital Management LLC History New 24,715 1,671 1.08% 109 +24,715 New Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Reduced 24,509 1,657 0.15% 0.16% 110 -13,600 -35.69% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 23,742 1,605 0.01% 111 +23,742 New Q4 2025 Feb 18, 2026
Concurrent Investment Advisors, LLC History Reduced 23,692 1,602 0.02% 0.02% 112 -1,479 -5.88% Q4 2025 Jan 29, 2026
M&T BANK CORP History No change 22,600 1,528 0.0% 0.0% 113 0 0.0% Q4 2025 Jan 30, 2026
Summit Trail Advisors, LLC History No change 22,183 1,500 0.03% 0.01% 114 0 0.0% Q4 2025 Feb 17, 2026
Anson Capital, Inc. History Added to 21,903 1,481 1.08% 0.51% 115 +6,603 43.16% Q4 2025 Feb 04, 2026
Arta Finance Wealth Management LLC History New 21,886 1,480 0.76% 116 +21,886 New Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Added to 21,437 1,449 0.02% 0.01% 117 +491 2.34% Q4 2025 Feb 13, 2026
Horst & Graben Wealth Management LLC History Reduced 21,363 1,444 0.22% 0.15% 118 -818 -3.69% Q4 2025 Jan 27, 2026
Perennial Investment Advisors, LLC History Reduced 21,215 1,434 0.11% 0.09% 119 -2,018 -8.69% Q4 2025 Feb 17, 2026
Security National Bank History Added to 20,534 1,388 0.2% 0.14% 120 +66 0.32% Q4 2025 Feb 05, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 20,405 1,380 0.59% 0.36% 121 +3,243 18.9% Q4 2025 Jan 22, 2026
Braun-Bostich & Associates Inc. History Added to 20,271 1,371 0.85% 0.56% 122 +248 1.24% Q4 2025 Jan 14, 2026
Sulzberger Capital Advisors, Inc. History New 19,884 1,344 1.36% 123 +19,884 New Q4 2025 Jan 07, 2026
WCG Wealth Advisors LLC History Added to 19,306 1,309 0.04% 0.05% 124 +472 2.51% Q4 2025 Feb 10, 2026
CURTIS WEALTH MANAGEMENT LLC History New 12,671 1,308 1.14% 125 +12,671 New Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History Reduced 18,889 1,277 0.01% 0.14% 126 -241,722 -92.75% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 18,741 1,267 0.0% 0.0% 127 -2,600 -12.18% Q4 2025 Feb 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 18,699 1,264 0.14% 0.07% 128 +5,243 38.96% Q4 2025 Jan 08, 2026
Columbus Macro, LLC History Added to 18,533 1,253 0.14% 0.09% 129 +633 3.54% Q4 2025 Jan 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 18,500 1,251 0.07% 0.05% 130 0 0.0% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Reduced 18,150 1,227 0.0% 0.0% 131 -1,000 -5.22% Q4 2025 Feb 13, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 17,954 1,214 0.43% 0.29% 132 0 0.0% Q4 2025 Feb 13, 2026
ShoreHaven Wealth Partners, LLC History Reduced 17,908 1,211 0.43% 0.33% 133 -2,349 -11.6% Q4 2025 Feb 10, 2026
Quantum Portfolio Management LLC History Reduced 17,773 1,202 0.53% 0.47% 134 -17,742 -49.96% Q4 2025 Feb 12, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 17,739 1,199 0.55% 135 +17,739 New Q4 2025 Feb 17, 2026
Bauman Advisory Group, LLC History New 17,529 1,185 0.95% 136 +17,529 New Q4 2025 Feb 20, 2026
BOS Asset Management, LLC History No change 17,483 1,182 0.32% 0.22% 137 0 0.0% Q4 2025 Jan 09, 2026
STIFEL FINANCIAL CORP History Added to 17,207 1,163 0.0% 0.0% 138 +1,112 6.91% Q4 2025 Feb 13, 2026
Tactive Advisors, LLC History Reduced 17,140 1,159 0.34% 0.24% 139 -1,777 -9.39% Q4 2025 Jan 09, 2026
Comprehensive Money Management Services LLC History Reduced 17,064 1,154 0.8% 0.56% 140 -665 -3.75% Q4 2025 Jan 22, 2026
Modern Wealth Management, LLC History Added to 16,934 1,145 0.02% 0.01% 141 +5,256 45.01% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 16,692 1,129 0.01% 0.02% 142 -15,086 -47.47% Q4 2025 Feb 10, 2026
A4 Wealth Advisors LLC History Added to 15,997 1,082 0.94% 0.54% 143 +1,719 12.04% Q4 2025 Feb 13, 2026
City Center Advisors, LLC History Reduced 15,534 1,050 0.97% 0.72% 144 -1,091 -6.56% Q4 2025 Jan 05, 2026
Creative Planning History Added to 14,931 1,009 0.0% 0.0% 145 +685 4.81% Q4 2025 Feb 17, 2026
Red Tortoise LLC History No change 14,307 967 0.41% 0.28% 146 0 0.0% Q4 2025 Jan 22, 2026
Jacobsen Capital Management History No change 14,244 963 0.31% 0.21% 147 0 0.0% Q4 2025 Jan 26, 2026
Lombard Odier Asset Management (USA) Corp History New 13,887 939 0.09% 148 +13,887 New Q4 2025 Feb 17, 2026
Nadler Financial Group, Inc. History No change 13,785 932 0.09% 0.06% 149 0 0.0% Q4 2025 Jan 28, 2026
Corient Private Wealth LLC History Added to 14,078 931 0.0% 0.0% 150 +5,285 60.1% Q4 2025 Mar 09, 2026
Blue Trust, Inc. History Added to 13,659 923 0.01% 0.01% 151 +1,047 8.3% Q4 2025 Jan 16, 2026
&PARTNERS History Added to 13,737 911 0.0% 0.0% 152 +1,611 13.29% Q4 2025 Feb 17, 2026
Paul R. Ried Financial Group, LLC History Reduced 13,457 910 0.43% 0.43% 153 -5,471 -28.9% Q4 2025 Feb 06, 2026
Index Technologies Group LLC History New 13,401 906 0.95% 154 +13,401 New Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 13,164 890 0.03% 0.02% 155 +1,363 11.55% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 12,931 874 0.0% 0.0% 156 -19,617 -60.27% Q4 2025 Feb 12, 2026
Western Wealth Management, LLC History Added to 12,863 870 0.04% 0.03% 157 +1,635 14.56% Q4 2025 Feb 05, 2026
Texas Yale Capital Corp. History Added to 12,855 869 0.03% 0.01% 158 +3,235 33.63% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 12,684 857 0.0% 0.0% 159 +7,212 131.8% Q4 2025 Feb 02, 2026
Cordoba Advisory Partners LLC History New 12,450 842 0.21% 161 +12,450 New Q4 2025 Feb 13, 2026
Sharkey, Howes & Javer History Added to 12,460 842 0.11% 0.05% 160 +3,587 40.43% Q4 2025 Jan 13, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 12,237 827 0.32% 0.24% 162 -1,619 -11.68% Q4 2025 Feb 13, 2026
Visionary Wealth Advisors History Reduced 11,570 782 0.04% 0.02% 163 -76 -0.65% Q4 2025 Feb 13, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 11,550 781 0.06% 0.03% 164 +3,800 49.03% Q4 2025 Jan 12, 2026
Rare Wolf Capital LLC History New 11,503 778 0.49% 165 +11,503 New Q4 2025 Feb 19, 2026
Empower Advisory Group, LLC History Reduced 11,500 777 0.0% 0.0% 166 -1,180 -9.31% Q4 2025 Feb 12, 2026
TBH Global Asset Management, LLC History No change 11,455 774 0.13% 0.1% 167 0 0.0% Q4 2025 Jan 29, 2026
BSW Wealth Partners History Added to 11,273 762 0.09% 0.05% 168 +1,655 17.21% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,237 760 0.0% 0.0% 169 +683 6.47% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 7,693 750 0.02% 0.01% 170 +2,373 44.61% Q4 2025 Jan 28, 2026
Eagle Strategies LLC History Added to 11,085 749 0.1% 0.05% 171 +2,237 25.28% Q4 2025 Jan 23, 2026
Betterment LLC History Reduced 10,771 729 0.0% 0.0% 172 -302 -2.73% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Added to 10,769 728 0.02% 0.01% 173 +134 1.26% Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History New 10,737 726 0.07% 174 +10,737 New Q4 2025 Jan 30, 2026
Principia Wealth Advisory, LLC History Reduced 10,577 715 0.45% 0.35% 175 -845 -7.4% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 10,238 692 0.02% 0.01% 176 +3,237 46.24% Q4 2025 Jan 30, 2026
VICUS CAPITAL History Reduced 10,208 690 0.05% 0.05% 177 -3,223 -24.0% Q4 2025 Jan 22, 2026
Advisory Services Network, LLC History Added to 10,187 689 0.01% 0.0% 178 +7,665 303.93% Q4 2025 Feb 17, 2026
Wright Wealth LLC History New 10,106 683 0.45% 179 +10,106 New Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 9,176 664 0.01% 0.0% 180 +1,548 20.29% Q4 2025 Jan 23, 2026
Cyndeo Wealth Partners, LLC History Reduced 9,641 652 0.04% 0.03% 181 -636 -6.19% Q4 2025 Jan 07, 2026
MATHER GROUP, LLC. History Added to 9,630 651 0.01% 0.0% 182 +1,438 17.55% Q4 2025 Jan 13, 2026
PFG Investments, LLC History New 9,441 638 0.03% 183 +9,441 New Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 9,424 637 0.05% 0.03% 184 -1,057 -10.08% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History New 9,411 636 0.03% 185 +9,411 New Q4 2025 Feb 17, 2026
Optivise Advisory Services LLC History New 9,054 612 0.35% 187 +9,054 New Q4 2025 Jan 12, 2026
Brookstone Capital Management History Added to 9,062 612 0.01% 0.0% 186 +28 0.31% Q4 2025 Jan 15, 2026
Fulcrum Equity Management History New 8,700 588 0.56% 188 +8,700 New Q4 2025 Jan 06, 2026
Orion Porfolio Solutions, LLC History Added to 8,646 584 0.0% 0.0% 189 +1,019 13.36% Q4 2025 Feb 12, 2026
BCGM Wealth Management, LLC History Added to 8,561 579 0.15% 0.1% 190 +96 1.13% Q4 2025 Jan 07, 2026
Sequoia Financial Advisors, LLC History Added to 8,489 574 0.0% 0.0% 191 +1,253 17.32% Q4 2025 Feb 03, 2026
CWC Advisors, LLC. History Reduced 8,456 571 0.28% 0.2% 192 -562 -6.23% Q4 2025 Jan 26, 2026
Apollon Wealth Management, LLC History Added to 8,371 566 0.01% 0.01% 193 +396 4.97% Q4 2025 Jan 22, 2026
Neuberger Berman Group LLC History No change 8,350 564 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,313 562 0.0% 0.0% 195 +1,838 28.39% Q4 2025 Feb 18, 2026
WEALTHGARDEN F.S. LLC History Reduced 5,434 561 0.37% 0.21% 196 -475 -8.04% Q4 2025 Feb 11, 2026
Strategic Financial Concepts, LLC History Reduced 8,136 550 0.5% 0.06% 197 -854 -9.5% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 8,101 547 0.0% 198 +8,101 New Q4 2025 Feb 18, 2026
Sara-Bay Financial History New 7,500 543 0.16% 199 +7,500 New Q4 2025 Jan 20, 2026
OmniStar Financial Group, Inc. History No change 7,881 533 0.31% 0.21% 200 0 0.0% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 7,862 531 0.01% 0.01% 201 +945 13.66% Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History Reduced 7,500 507 0.05% 0.08% 202 -2,000 -21.05% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History New 7,436 502 0.0% 203 +7,436 New Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 7,274 492 0.02% 0.01% 204 -143 -1.93% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Added to 7,252 490 0.0% 0.0% 205 +4,468 160.49% Q4 2025 Feb 12, 2026
JT Stratford LLC History No change 7,231 489 0.06% 0.04% 206 0 0.0% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 7,228 488 0.01% 0.01% 207 +65 0.91% Q4 2025 Jan 07, 2026
Onyx Bridge Wealth Group LLC History Reduced 7,164 484 0.05% 0.04% 208 -795 -9.99% Q4 2025 Feb 18, 2026
Ervin Investment Management, LLC History New 7,100 480 0.27% 209 +7,100 New Q4 2025 Jan 23, 2026
Evercore Wealth Management, LLC History Reduced 7,000 473 0.01% 0.01% 210 -3,500 -33.33% Q4 2025 Feb 17, 2026
Connective Capital Management, LLC History New 6,849 463 0.27% 211 +6,849 New Q4 2025 Feb 19, 2026
Ethos Financial Group, LLC History New 6,831 462 0.03% 212 +6,831 New Q4 2025 Jan 20, 2026
Kingsview Wealth Management, LLC History Added to 6,823 461 0.01% 0.0% 213 +391 6.08% Q4 2025 Feb 09, 2026
Tortuga Wealth Management, Inc History New 6,700 453 0.48% 215 +6,700 New Q4 2025 Apr 16, 2026
Nemes Rush Group LLC History No change 6,707 453 0.04% 0.03% 214 0 0.0% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Added to 6,647 449 0.08% 0.05% 216 +647 10.78% Q4 2025 Jan 30, 2026
Gateway Wealth Partners, LLC History Reduced 6,609 447 0.05% 0.04% 217 -221 -3.24% Q4 2025 Feb 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 6,545 442 0.03% 218 +6,545 New Q4 2025 Feb 10, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 6,529 441 0.06% 0.04% 219 0 0.0% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Reduced 6,497 439 0.01% 0.01% 220 -1,065 -14.08% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Reduced 6,469 437 0.0% 0.0% 221 -1,095 -14.48% Q4 2025 Feb 05, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 6,460 436 0.13% 222 +6,460 New Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 6,395 432 0.03% 223 +6,395 New Q4 2025 Feb 03, 2026
Integrated Advisors Network LLC History New 6,371 430 0.02% 225 +6,371 New Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History New 6,363 430 0.0% 224 +6,363 New Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 6,316 427 0.01% 0.0% 226 -613 -8.85% Q4 2025 Jan 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 6,000 405 0.03% 0.03% 227 -2,641 -30.56% Q4 2025 Jan 26, 2026
Beaumont Financial Advisors, LLC History Added to 6,000 405 0.03% 0.02% 228 +700 13.21% Q4 2025 Jan 16, 2026
Aptus Capital Advisors, LLC History New 5,843 395 0.0% 229 +5,843 New Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 5,807 392 0.17% 0.15% 230 -1,592 -21.52% Q4 2025 Jan 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 5,727 387 0.06% 0.04% 231 0 0.0% Q4 2025 Feb 09, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,704 385 0.01% 0.01% 232 +150 2.7% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 5,578 377 0.01% 0.0% 233 +3,355 150.92% Q4 2025 Jan 13, 2026
Regal Investment Advisors LLC History New 5,478 370 0.02% 234 +5,478 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History No change 5,463 369 0.02% 0.01% 235 0 0.0% Q4 2025 Mar 04, 2026
Geneos Wealth Management Inc. History Reduced 5,327 360 0.01% 0.01% 236 -438 -7.6% Q4 2025 Jan 28, 2026
Focus Financial Network, Inc. History Reduced 5,294 358 0.01% 0.02% 237 -4,339 -45.04% Q4 2025 Jan 12, 2026
Blossom Wealth Management History Reduced 5,174 349 0.58% 0.53% 238 -2,276 -30.55% Q4 2025 Jan 16, 2026
Soltis Investment Advisors LLC History New 5,115 345 0.02% 240 +5,115 New Q4 2025 Apr 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 5,114 345 0.0% 239 +5,114 New Q4 2025 Jan 30, 2026
Leading Edge Financial Planning LLC History Added to 5,023 339 0.08% 0.05% 241 +227 4.73% Q4 2025 Jan 21, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 5,011 338 0.07% 0.05% 242 +255 5.36% Q4 2025 Jan 22, 2026
Almanack Investment Partners, LLC. History New 4,856 328 0.06% 243 +4,856 New Q4 2025 Jan 29, 2026
Wolff Financial Management LLC History No change 4,859 328 0.07% 0.05% 244 0 0.0% Q4 2025 Feb 06, 2026
EAGLE GLOBAL ADVISORS LLC History New 4,800 324 0.01% 245 +4,800 New Q4 2025 Jan 28, 2026
NWAM LLC History New 3,134 323 0.02% 246 +3,134 New Q4 2025 Feb 04, 2026
THOMPSON DAVIS & CO., INC. History New 4,725 319 0.19% 247 +4,725 New Q4 2025 Jan 12, 2026
Spectrum Planning & Advisory Services Inc. History New 4,590 310 0.16% 248 +4,590 New Q4 2025 Feb 10, 2026
BKM Wealth Management, LLC History No change 4,585 310 0.11% 0.07% 249 0 0.0% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Reduced 4,522 305 0.0% 0.0% 250 -1,693 -27.24% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History New 4,465 302 0.01% 251 +4,465 New Q4 2025 Feb 12, 2026
Stratos Investment Management, LLC History New 4,452 301 0.01% 252 +4,452 New Q4 2025 Jan 20, 2026
FIDUCIARY TRUST CO History New 4,445 300 0.0% 253 +4,445 New Q4 2025 Feb 13, 2026
StoneX Group Inc. History New 4,429 299 0.01% 254 +4,429 New Q4 2025 Feb 12, 2026
North Forty Two & Co. History New 4,400 297 0.28% 255 +4,400 New Q4 2025 Feb 09, 2026
Triad Wealth Partners, LLC History New 4,380 296 0.03% 256 +4,380 New Q4 2025 Jan 22, 2026
Bravias Capital Group, LLC History New 4,371 295 0.18% 257 +4,371 New Q4 2025 Jan 29, 2026
Bill Few Associates, Inc. History New 4,300 290 0.07% 258 +4,300 New Q4 2025 Jan 12, 2026
Kelly Financial Services LLC History New 4,258 288 0.07% 259 +4,258 New Q4 2025 Jan 13, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History New 4,245 287 0.03% 260 +4,245 New Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 4,232 286 0.0% 0.0% 261 -768 -15.36% Q4 2025 Feb 12, 2026
Capital Wealth Alliance, LLC History Reduced 3,519 280 0.12% 0.22% 262 -6,571 -65.12% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History No change 4,029 272 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History New 3,995 270 0.0% 264 +3,995 New Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,960 267 0.03% 266 +3,960 New Q4 2025 Feb 13, 2026
Archer Investment Management, LLC History New 3,957 267 0.14% 267 +3,957 New Q4 2025 Jan 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 3,951 267 0.0% 265 +3,951 New Q4 2025 Feb 03, 2026
HUB Investment Partners, LLC History New 3,918 265 0.01% 268 +3,918 New Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History New 3,802 257 0.01% 269 +3,802 New Q4 2025 Jan 14, 2026
Sincerus Advisory, LLC History New 3,790 256 0.21% 270 +3,790 New Q4 2025 Jan 08, 2026
PARTNERS WEALTH MANAGEMENT, LLC History New 3,785 256 0.27% 271 +3,785 New Q4 2025 Jan 20, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,732 252 0.0% 0.0% 272 +3,697 10562.86% Q4 2025 Feb 10, 2026
FSA WEALTH PARTNERS, INC. History Reduced 3,735 252 0.09% 0.08% 273 -780 -17.28% Q4 2025 Jan 30, 2026
Crestwood Advisors Group, LLC History New 3,720 251 0.0% 274 +3,720 New Q4 2025 Feb 03, 2026
HBW ADVISORY SERVICES LLC History New 3,661 247 0.03% 275 +3,661 New Q4 2025 Jan 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 3,649 246 0.03% 276 +3,649 New Q4 2025 Feb 13, 2026
Xcel Wealth Management, LLC History New 3,646 246 0.06% 277 +3,646 New Q4 2025 Jan 26, 2026
Abacus Wealth Partners, LLC History New 3,500 236 0.02% 278 +3,500 New Q4 2025 Feb 05, 2026
SAXON INTERESTS, INC. History New 3,486 235 0.08% 279 +3,486 New Q4 2025 Feb 13, 2026
OneAscent Financial Services LLC History New 3,410 230 0.02% 280 +3,410 New Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,397 229 0.0% 0.0% 281 -37 -1.08% Q4 2025 Feb 06, 2026
Broadway Wealth Solutions, Inc. History New 3,293 222 0.12% 283 +3,293 New Q4 2025 Jan 29, 2026
Lido Advisors, LLC History Added to 4,971 222 0.0% 0.0% 282 +76 1.55% Q4 2025 Feb 10, 2026
Hidden Cove Wealth Management, LLC History New 3,250 219 0.14% 284 +3,250 New Q4 2025 Feb 02, 2026
Goldstein Advisors, LLC History New 3,212 217 0.02% 285 +3,212 New Q4 2025 Feb 10, 2026
Csenge Advisory Group History New 3,191 215 0.01% 286 +3,191 New Q4 2025 Feb 06, 2026
SHP Wealth Management History New 3,165 214 0.02% 287 +3,165 New Q4 2025 Mar 04, 2026
Fortitude Advisory Group L.L.C. History New 3,157 213 0.09% 288 +3,157 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History New 3,089 208 0.0% 289 +3,089 New Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 3,048 206 0.0% 290 +3,048 New Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History New 3,043 205 0.03% 291 +3,043 New Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History New 3,028 204 0.0% 292 +3,028 New Q4 2025 Feb 12, 2026
Violich Capital Management, Inc. History New 3,000 202 0.02% 293 +3,000 New Q4 2025 Feb 03, 2026
McMillan Office, Inc. History New 3,000 202 0.02% 296 +3,000 New Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History No change 3,000 202 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 06, 2026
China Universal Asset Management Co., Ltd. History No change 3,000 202 0.02% 0.01% 295 0 0.0% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History Added to 2,672 181 0.01% 0.0% 297 +1,913 252.04% Q4 2025 Feb 11, 2026
COMERICA BANK History Added to 2,640 178 0.0% 0.0% 298 +231 9.59% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 2,553 172 0.01% 0.0% 299 +1,364 114.72% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History New 2,190 169 0.0% 300 +2,190 New Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Added to 2,168 146 0.0% 0.0% 301 +1,453 203.22% Q4 2025 Feb 06, 2026
Boreal Capital Management LLC History No change 2,103 142 0.11% 0.07% 302 0 0.0% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 2,083 140 0.0% 0.0% 303 -91 -4.19% Q4 2025 Jan 14, 2026
S.A. Mason LLC History New 1,985 134 0.05% 304 +1,985 New Q4 2025 Jan 29, 2026
Allworth Financial LP History New 1,778 120 0.0% 305 +1,778 New Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History New 1,740 117 0.02% 306 +1,740 New Q4 2025 Jan 30, 2026
Ancora Advisors LLC History New 1,637 110 0.0% 307 +1,637 New Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History New 1,529 103 0.01% 308 +1,529 New Q4 2025 Feb 13, 2026
CoreFirst Bank & Trust History No change 1,400 94 0.05% 0.03% 309 0 0.0% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History No change 1,363 92 0.01% 0.0% 310 0 0.0% Q4 2025 Feb 20, 2026
SouthState Bank Corp History Added to 1,142 77 0.0% 0.0% 311 +142 14.2% Q4 2025 Feb 11, 2026
CBIZ Investment Advisory Services, LLC History No change 990 66 0.0% 0.0% 312 0 0.0% Q4 2025 Feb 09, 2026
HOEY INVESTMENTS, INC History No change 960 64 0.01% 0.01% 313 0 0.0% Q4 2025 Jan 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 882 59 0.0% 0.0% 315 +462 110.0% Q4 2025 Feb 06, 2026
CITY HOLDING CO History No change 875 59 0.01% 0.0% 314 0 0.0% Q4 2025 Jan 22, 2026
Imprint Wealth LLC History Added to 871 58 0.27% 0.07% 316 +349 66.86% Q4 2025 Feb 17, 2026
Motiv8 Investments LLC History New 785 53 0.03% 318 +785 New Q4 2025 Feb 13, 2026
FMR LLC History Added to 793 53 0.0% 0.0% 317 +427 116.67% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 725 49 0.0% 0.0% 319 +75 11.54% Q4 2025 Feb 11, 2026
MAI Capital Management History Reduced 696 47 0.0% 0.0% 320 -22 -3.06% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History No change 675 45 0.0% 0.0% 321 0 0.0% Q4 2025 Jan 29, 2026
Sankala Group LLC History New 496 44 0.04% 322 +496 New Q4 2025 Mar 02, 2026
EverSource Wealth Advisors, LLC History Reduced 650 43 0.0% 0.0% 323 -175 -21.21% Q4 2025 Feb 06, 2026
Costello Asset Management, INC History Added to 568 38 0.01% 0.01% 324 +100 21.37% Q4 2025 Feb 03, 2026
Sunrise Financial Services, LLC History New 496 33 0.02% 325 +496 New Q4 2025 Feb 11, 2026
PFS Partners, LLC History No change 372 25 0.01% 0.01% 326 0 0.0% Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History No change 362 24 0.01% 0.0% 327 0 0.0% Q4 2025 Feb 06, 2026
EQ WEALTH ADVISORS, LLC History New 348 23 0.01% 328 +348 New Q4 2025 Feb 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 276 18 0.0% 0.0% 329 +23 9.09% Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Reduced 278 18 0.0% 0.0% 330 -9 -3.14% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History New 255 17 0.0% 331 +255 New Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 242 16 0.0% 0.0% 333 +56 30.11% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 238 16 0.0% 0.0% 332 0 0.0% Q4 2025 Jan 23, 2026
Orion Capital Management LLC History No change 235 15 0.01% 0.0% 334 0 0.0% Q4 2025 Feb 03, 2026
Stone House Investment Management, LLC History Reduced 191 12 0.0% 0.01% 336 -560 -74.57% Q4 2025 Jan 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 183 12 0.0% 335 +183 New Q4 2025 Jan 21, 2026
Copia Wealth Management History Added to 177 11 0.01% 0.0% 338 +134 311.63% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History Added to 171 11 0.0% 0.0% 337 +121 242.0% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History New 156 10 0.0% 340 +156 New Q4 2025 Jan 12, 2026
IFP Advisors, Inc History New 148 10 0.0% 339 +148 New Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 108 9 0.0% 341 +108 New Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History New 122 8 0.0% 343 +122 New Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 125 8 0.0% 0.0% 342 0 0.0% Q4 2025 Jan 30, 2026
Salomon & Ludwin, LLC History No change 112 8 0.0% 0.0% 344 0 0.0% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History No change 108 7 0.0% 0.0% 345 0 0.0% Q4 2025 Feb 11, 2026
Abound Wealth Management History New 100 6 0.0% 346 +100 New Q4 2025 Jan 12, 2026
LGT Financial Advisors LLC History Reduced 102 6 0.04% 0.01% 347 -25 -19.69% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History No change 66 4 0.0% 0.0% 348 0 0.0% Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History New 44 2 0.0% 351 +44 New Q4 2025 Feb 05, 2026
POM Investment Strategies, LLC History No change 43 2 0.0% 0.0% 349 0 0.0% Q4 2025 Feb 17, 2026
American Capital Advisory, LLC History No change 32 2 0.0% 0.0% 350 0 0.0% Q4 2025 Jan 30, 2026
TRUST CO OF VERMONT History Reduced 19 1 0.0% 0.0% 352 -1,596 -98.82% Q4 2025 Jan 16, 2026
Crewe Advisors LLC History New 22 1 0.0% 353 +22 New Q4 2025 Jan 16, 2026
IFC & Insurance Marketing, Inc. History New 19 1 0.0% 354 +19 New Q4 2025 Feb 12, 2026
Empowered Funds, LLC History Closed out 0 0 0.06% -132,478 -100.0% Q3 2025 Nov 13, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -33,100 -100.0% Q3 2025 Nov 13, 2025
Haven Private, LLC History Closed out 0 0 0.62% -31,559 -100.0% Q3 2025 Nov 06, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -24,573 -100.0% Q3 2025 Nov 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 0.06% -10,086 -100.0% Q3 2025 Nov 12, 2025
Werba Rubin Papier Wealth Management History Closed out 0 0 0.05% -6,896 -100.0% Q3 2025 Nov 04, 2025
X-Square Capital, LLC History Closed out 0 0 0.09% -6,500 -100.0% Q3 2025 Nov 10, 2025
Morton Capital Management LLC/CA History Closed out 0 0 0.03% -4,656 -100.0% Q3 2025 Oct 24, 2025
FIFTH THIRD SECURITIES, INC. History Closed out 0 0 0.01% -4,546 -100.0% Q3 2025 Oct 10, 2025
Dauntless Investment Group, LLC History Closed out 0 0 0.12% -4,338 -100.0% Q3 2025 Nov 14, 2025
Sachetta, LLC History Closed out 0 0 0.06% -3,500 -100.0% Q3 2025 Oct 24, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -1,422 -100.0% Q3 2025 Nov 05, 2025
CITIGROUP INC History Closed out 0 0 0.0% -219 -100.0% Q3 2025 Nov 10, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 12, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 03, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -75 -100.0% Q3 2025 Nov 12, 2025
CIBC Private Wealth Group LLC History New 14 0 +14 New Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History New 2 0 +2 New Q4 2025 Feb 17, 2026