ETF Series Solutions - SIXG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 276,567 | 17,654 | 0.0% | 0.0% | 1 | -1,085 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 136,381 | 8,706 | 0.01% | 0.01% | 2 | +1,842 | 1.37% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,524 | 6,863 | 0.03% | 0.01% | 3 | +84,264 | 362.27% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 100,312 | 6,403 | 0.55% | 0.56% | 4 | -3,345 | -3.23% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,045 | 5,811 | 0.0% | 0.0% | 5 | +2,519 | 2.85% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 90,128 | 5,753 | 0.0% | 0.0% | 6 | -11,041 | -10.91% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 89,750 | 5,729 | 0.01% | 0.01% | 7 | -3,081 | -3.32% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 74,912 | 4,782 | 0.0% | 0.0% | 8 | -26,400 | -26.06% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,782 | 3,114 | 0.01% | 0.01% | 9 | +78 | 0.16% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,855 | 2,863 | 0.0% | 0.0% | 10 | -2,418 | -5.11% | Q4 2025 | Feb 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 39,525 | 2,523 | 0.54% | 0.52% | 11 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Freedom, LLC | History | Added to | 36,788 | 2,348 | 1.17% | 0.95% | 12 | +5,959 | 19.33% | Q4 2025 | Feb 17, 2026 |
| Advantage Trust Co | History | No change | 35,560 | 2,270 | 1.02% | 0.99% | 13 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 34,907 | 2,228 | 0.02% | 0.02% | 14 | -965 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,124 | 2,114 | 0.0% | 0.0% | 15 | +612 | 1.88% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,391 | 2,068 | 0.0% | 0.0% | 16 | -1,409 | -4.17% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 29,967 | 1,912 | 0.0% | 0.0% | 17 | +4,158 | 16.11% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,377 | 1,683 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 26,271 | 1,677 | 0.1% | 0.11% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 23,462 | 1,497 | 0.05% | 0.04% | 20 | +2,682 | 12.91% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,063 | 1,472 | 0.0% | 0.0% | 21 | -293 | -1.25% | Q4 2025 | Feb 17, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 21,896 | 1,397 | 3.29% | 3.32% | 22 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,279 | 1,359 | 0.0% | — | 23 | +21,279 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,408 | 1,111 | 0.02% | 0.02% | 24 | -13 | -0.07% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 17,409 | 1,111 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,366 | 1,045 | 0.03% | 0.03% | 26 | +3,213 | 24.43% | Q4 2025 | Feb 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 16,222 | 1,035 | 0.6% | 0.91% | 27 | -8,354 | -33.99% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 15,795 | 1,008 | 0.0% | 0.0% | 28 | -400 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,806 | 881 | 0.01% | 0.01% | 29 | +190 | 1.4% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,770 | 879 | 0.0% | 0.0% | 30 | +472 | 3.55% | Q4 2025 | Feb 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 13,760 | 878 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,462 | 859 | 0.0% | 0.0% | 32 | -429 | -3.09% | Q4 2025 | Feb 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 12,707 | 811 | 0.22% | 0.2% | 33 | -251 | -1.94% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,500 | 797 | 0.01% | 0.01% | 34 | -440 | -3.4% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,086 | 771 | 0.02% | 0.03% | 35 | -3,598 | -22.94% | Q4 2025 | Jan 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,426 | 738 | 0.17% | 0.18% | 36 | +11 | 0.1% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 10,801 | 689 | 0.0% | 0.0% | 37 | +287 | 2.73% | Q4 2025 | Feb 13, 2026 |
| SEARLE & CO. | History | No change | 10,534 | 672 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HT Partners LLC | History | No change | 10,345 | 660 | 0.2% | 0.2% | 39 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Reduced | 9,921 | 633 | 0.0% | 0.0% | 40 | -282 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,710 | 619 | 0.07% | 0.07% | 41 | -200 | -2.02% | Q4 2025 | Feb 05, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 9,420 | 601 | 0.13% | 0.13% | 42 | +6 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,315 | 594 | 0.01% | 0.01% | 43 | -218 | -2.29% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,105 | 581 | 0.03% | 0.03% | 44 | -385 | -4.06% | Q4 2025 | Jan 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 8,983 | 573 | 0.02% | 0.02% | 45 | +8 | 0.09% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 8,360 | 533 | 0.02% | 0.02% | 46 | +68 | 0.82% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,147 | 520 | 0.0% | 0.0% | 47 | -14,216 | -63.57% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,149 | 520 | 0.0% | 0.0% | 49 | -203 | -2.43% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | No change | 8,148 | 520 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 7,686 | 490 | 0.07% | 0.07% | 50 | +396 | 5.43% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,656 | 488 | 0.01% | 0.01% | 51 | -20 | -0.26% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,381 | 471 | 0.02% | 0.01% | 52 | +4,044 | 121.19% | Q4 2025 | Jan 28, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,361 | 469 | 0.0% | 0.0% | 53 | -217 | -2.86% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,033 | 448 | 0.0% | 0.0% | 54 | +227 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,606 | 422 | 0.01% | 0.01% | 55 | -147 | -2.18% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 6,375 | 406 | 0.0% | 0.0% | 56 | +817 | 14.7% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,015 | 384 | 0.0% | 0.0% | 57 | +1,591 | 35.96% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,907 | 377 | 0.01% | 0.01% | 58 | -618 | -9.47% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 5,812 | 371 | 0.02% | 0.02% | 59 | -291 | -4.77% | Q4 2025 | Feb 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 5,642 | 368 | 0.36% | — | 61 | +5,642 | New | Q4 2025 | Feb 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 5,768 | 368 | 0.25% | 0.24% | 60 | -27 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 5,460 | 348 | 0.06% | — | 62 | +5,460 | New | Q4 2025 | Feb 25, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,309 | 338 | 0.0% | 0.0% | 63 | -2,274 | -29.99% | Q4 2025 | Jan 30, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,221 | 333 | 0.02% | 0.02% | 64 | +4 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,166 | 329 | 0.02% | 0.02% | 65 | +2 | 0.04% | Q4 2025 | Jan 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,019 | 326 | 0.03% | 0.04% | 66 | -1,568 | -23.8% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,927 | 325 | 0.0% | 0.0% | 68 | -84 | -1.68% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,103 | 325 | 0.0% | 0.0% | 67 | -51 | -0.99% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,080 | 324 | 0.0% | 0.0% | 69 | -60 | -1.17% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,947 | 315 | 0.01% | 0.03% | 70 | -8,060 | -61.97% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,942 | 315 | 0.0% | 0.0% | 71 | +4,814 | 3760.94% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,814 | 307 | 0.0% | 0.0% | 72 | -172 | -3.45% | Q4 2025 | Feb 18, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 4,767 | 304 | 0.16% | 0.16% | 73 | -53 | -1.1% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,768 | 303 | 0.2% | — | 74 | +4,768 | New | Q4 2025 | Feb 02, 2026 |
| Claro Advisors Inc. | History | Added to | 4,745 | 302 | 0.04% | 0.04% | 75 | +20 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Insight Inv LLC | History | Added to | 4,567 | 291 | 0.16% | 0.13% | 76 | +902 | 24.61% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,476 | 285 | 0.04% | — | 78 | +4,476 | New | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | New | 4,471 | 285 | 0.0% | — | 77 | +4,471 | New | Q4 2025 | Mar 12, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 4,350 | 277 | 0.13% | 0.13% | 79 | +7 | 0.16% | Q4 2025 | Jan 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,305 | 274 | 0.01% | 0.01% | 80 | +2 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | New | 4,289 | 273 | 0.0% | — | 81 | +4,289 | New | Q4 2025 | Feb 17, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 4,273 | 272 | 0.12% | 0.13% | 82 | -348 | -7.53% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Reduced | 4,094 | 261 | 0.01% | 0.01% | 83 | -32 | -0.78% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 4,027 | 257 | 0.18% | 0.19% | 84 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 4,000 | 255 | 0.06% | 0.08% | 85 | -48,993 | -92.45% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,983 | 254 | 0.01% | 0.01% | 86 | -2,382 | -37.42% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,886 | 248 | 0.02% | 0.02% | 87 | +2 | 0.05% | Q4 2025 | Jan 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,875 | 247 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,861 | 246 | 0.0% | 0.0% | 89 | -78 | -1.98% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 3,800 | 242 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 3,727 | 237 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,714 | 237 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,596 | 229 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,473 | 221 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,443 | 219 | 0.0% | 0.0% | 95 | -298 | -7.97% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,361 | 214 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 626 Financial, LLC | History | Reduced | 3,345 | 213 | 0.09% | 0.12% | 97 | -1,249 | -27.19% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,322 | 212 | 0.0% | — | 98 | +3,322 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,295 | 210 | 0.0% | 0.0% | 99 | +284 | 9.43% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | New | 3,164 | 201 | 0.01% | — | 100 | +3,164 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 3,139 | 200 | 0.01% | 0.01% | 101 | -248 | -7.32% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,618 | 167 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,449 | 156 | 0.0% | 0.0% | 103 | +2,385 | 3726.56% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,355 | 150 | 0.0% | 0.0% | 104 | +2,000 | 563.38% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,343 | 149 | 0.0% | 0.0% | 105 | +2 | 0.09% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,944 | 124 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 1,830 | 117 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Estate Planners Group, LLC | History | New | 1,762 | 112 | 0.05% | — | 108 | +1,762 | New | Q4 2025 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 1,583 | 101 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,294 | 82 | 0.0% | 0.0% | 110 | +864 | 200.93% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 79 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,203 | 77 | 0.1% | 0.05% | 112 | +601 | 99.83% | Q4 2025 | Feb 10, 2026 |
| Osbon Capital Management LLC | History | New | 1,149 | 73 | 0.07% | — | 113 | +1,149 | New | Q4 2025 | Mar 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 929 | 59 | 0.0% | 0.0% | 114 | -166 | -15.16% | Q4 2025 | Feb 02, 2026 |
| Reflection Asset Management | History | New | 886 | 57 | 0.04% | — | 116 | +886 | New | Q4 2025 | Mar 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 897 | 57 | 0.0% | 0.0% | 115 | +1 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 890 | 56 | 0.0% | — | 117 | +890 | New | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 862 | 55 | 0.05% | 0.04% | 118 | +91 | 11.8% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 796 | 50 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 740 | 47 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 700 | 44 | 0.0% | 0.0% | 121 | -169 | -19.45% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 636 | 40 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | No change | 600 | 38 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 575 | 36 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 524 | 33 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 509 | 32 | 0.0% | 0.0% | 126 | +1 | 0.2% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 500 | 31 | 0.02% | 0.02% | 127 | -500 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Concord Wealth Partners | History | No change | 428 | 27 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 400 | 25 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 25 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 400 | 25 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 385 | 24 | 0.0% | 0.0% | 132 | -40 | -9.41% | Q4 2025 | Jan 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 319 | 20 | 0.02% | — | 133 | +319 | New | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 308 | 19 | 0.0% | — | 134 | +308 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 279 | 17 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | No change | 255 | 16 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 229 | 14 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 204 | 13 | 0.0% | — | 139 | +204 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 196 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 183 | 11 | 0.0% | 0.0% | 141 | +118 | 181.54% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 162 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 163 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | New | 150 | 9 | 0.0% | — | 144 | +150 | New | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | New | 125 | 7 | 0.0% | — | 147 | +125 | New | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 120 | 7 | 0.0% | 0.0% | 145 | -26 | -17.81% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 100 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 87 | 5 | 0.0% | 0.05% | 149 | -2,736 | -96.92% | Q4 2025 | Jan 29, 2026 |
| Advocate Investing Services LLC | History | New | 75 | 4 | 0.0% | — | 150 | +75 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 56 | 3 | 0.0% | — | 151 | +56 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 29 | 1 | 0.0% | 0.01% | 153 | -8,618 | -99.66% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | New | 17 | 1 | 0.0% | — | 156 | +17 | New | Q4 2025 | Jan 07, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 20 | 1 | 0.0% | — | 155 | +4 | 25.0% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,783 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,075 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,421 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,852 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,679 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,731 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,227 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 04, 2026 |