SPDR SERIES TRUST - SJNK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 17,454,064 | 442,228 | 0.1% | 0.1% | 1 | +355,316 | 2.08% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | Added to | 7,069,236 | 178,993 | 2.28% | 1.76% | 2 | +2,037,400 | 40.49% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 6,868,188 | 173,902 | 4.16% | 4.31% | 3 | +48,180 | 0.71% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 6,044,705 | 153,051 | 0.04% | 0.04% | 4 | +270,066 | 4.68% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,509,926 | 114,191 | 0.02% | 0.02% | 5 | -531,389 | -10.54% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,661,594 | 92,711 | 0.21% | 0.2% | 6 | +294,810 | 8.76% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,546,989 | 89,809 | 0.07% | 0.07% | 7 | -229,027 | -6.07% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,522,304 | 89,184 | 1.59% | 1.7% | 8 | +211,827 | 6.4% | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,066,075 | 77,633 | 0.02% | 0.02% | 9 | +251,800 | 8.95% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,048,195 | 77,180 | 0.01% | 0.0% | 10 | +185,545 | 6.48% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,895,015 | 73,301 | 0.45% | 0.47% | 11 | -26,257 | -0.9% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,444,190 | 61,886 | 0.0% | 0.0% | 12 | -139,472 | -5.4% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 2,307,498 | 58,425 | 0.12% | 0.13% | 13 | -51,153 | -2.17% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,294,726 | 58,102 | 1.41% | 0.0% | 14 | +2,294,373 | 649964.02% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 2,000,000 | 50,640 | 0.18% | 0.35% | 15 | -1,689,415 | -45.79% | Q4 2025 | Jan 30, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,913,900 | 48,459 | 2.27% | 2.02% | 16 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 1,755,779 | 44,456 | 4.24% | 4.49% | 17 | +50,716 | 2.97% | Q4 2025 | Jan 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,632,921 | 41,345 | 2.1% | 2.1% | 18 | +49,136 | 3.1% | Q4 2025 | Feb 03, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Added to | 1,443,140 | 37,539 | 3.96% | 0.76% | 19 | +1,143,095 | 380.97% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,394,700 | 35,314 | 0.06% | 0.07% | 20 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 1,270,642 | 32,172 | 0.01% | 0.0% | 21 | +43,582 | 3.55% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,184,862 | 30,000 | 0.16% | 0.15% | 22 | +110,540 | 10.29% | Q4 2025 | Jan 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,017,170 | 25,754 | 1.42% | 1.42% | 23 | +112,018 | 12.38% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,000,000 | 25,320 | 0.04% | 0.05% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 971,736 | 24,604 | 0.0% | 0.0% | 25 | -79,822 | -7.59% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 928,050 | 23,498 | 0.01% | 0.01% | 26 | -131,125 | -12.38% | Q4 2025 | Feb 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 920,769 | 23,313 | 0.01% | 0.01% | 27 | -96,248 | -9.46% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 868,026 | 21,978 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Essex LLC | History | Reduced | 841,753 | 21,313 | 3.77% | 4.22% | 29 | -68,589 | -7.53% | Q4 2025 | Jan 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 839,936 | 21,267 | 2.49% | 2.72% | 30 | -28,064 | -3.23% | Q4 2025 | Jan 12, 2026 |
| Cetera Investment Advisers | History | Added to | 788,209 | 19,957 | 0.02% | 0.02% | 31 | +204,602 | 35.06% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 770,640 | 19,512 | 0.02% | 0.02% | 32 | +35,744 | 4.86% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 760,701 | 19,260 | 0.04% | 0.03% | 33 | +136,200 | 21.81% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 715,607 | 18,119 | 0.01% | 0.01% | 34 | +10,710 | 1.52% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 660,436 | 16,723 | 0.0% | — | 35 | +660,436 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 655,000 | 16,584 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Curran Financial Partners, LLC | History | Added to | 626,985 | 15,875 | 3.02% | 2.95% | 37 | +44,051 | 7.56% | Q4 2025 | Jan 22, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 621,530 | 15,737 | 6.28% | 6.45% | 38 | +3,961 | 0.64% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 604,291 | 15,300 | 0.02% | 0.02% | 39 | +14,785 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Reduced | 593,800 | 15,035 | 6.73% | 9.61% | 40 | -133,000 | -18.3% | Q4 2025 | Feb 11, 2026 |
| Mason & Associates Inc | History | Added to | 587,428 | 14,873 | 2.8% | 1.86% | 41 | +226,657 | 62.83% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 583,373 | 14,771 | 0.02% | 0.02% | 42 | -19,636 | -3.26% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 561,974 | 14,229 | 0.03% | 0.03% | 43 | -4,014 | -0.71% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 533,604 | 13,510 | 0.02% | 0.02% | 44 | -35,977 | -6.32% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 512,915 | 12,987 | 0.11% | 0.09% | 45 | +49,449 | 10.67% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 494,143 | 12,511 | 0.0% | — | 46 | +494,143 | New | Q4 2025 | Feb 12, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 487,311 | 12,338 | 1.9% | 1.69% | 47 | +109,313 | 28.92% | Q4 2025 | Jan 28, 2026 |
| Advisory Alpha, LLC | History | Added to | 484,825 | 12,275 | 0.33% | 0.3% | 48 | +69,360 | 16.69% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 462,998 | 11,723 | 0.08% | 0.07% | 49 | +76,916 | 19.92% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 453,944 | 11,493 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 448,204 | 11,384 | 0.02% | 0.0% | 51 | +331,032 | 282.52% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 445,473 | 11,279 | 0.14% | 0.15% | 52 | +5,702 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 432,042 | 10,939 | 0.06% | 0.05% | 53 | +77,091 | 21.72% | Q4 2025 | Jan 29, 2026 |
| ZEGA Investments, LLC | History | Reduced | 429,398 | 10,872 | 1.28% | 2.06% | 54 | -170,897 | -28.47% | Q4 2025 | Jan 27, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 419,721 | 10,627 | 0.79% | 0.69% | 55 | +24,228 | 6.13% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 414,150 | 10,486 | 0.0% | 0.0% | 56 | -125,832 | -23.3% | Q4 2025 | Feb 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 408,145 | 10,334 | 0.65% | 0.72% | 57 | -25,652 | -5.91% | Q4 2025 | Jan 21, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 392,100 | 9,927 | 0.12% | 0.12% | 58 | +72,500 | 22.68% | Q4 2025 | Jan 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 381,847 | 9,668 | 0.0% | 0.0% | 59 | +333,492 | 689.67% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Added to | 379,793 | 9,616 | 0.69% | 0.6% | 60 | +66,324 | 21.16% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Reduced | 369,899 | 9,365 | 0.02% | 0.02% | 61 | -84,791 | -18.65% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 367,822 | 9,313 | 0.11% | 0.11% | 62 | -11,550 | -3.04% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 366,823 | 9,287 | 0.07% | 0.06% | 63 | +29,487 | 8.74% | Q4 2025 | Feb 17, 2026 |
| Crabel Capital Management, LLC | History | Added to | 364,230 | 9,222 | 6.97% | 5.89% | 64 | +107,119 | 41.66% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 357,406 | 9,050 | 0.01% | 0.04% | 65 | -653,956 | -64.66% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Added to | 355,969 | 9,013 | 3.46% | 3.58% | 66 | +4,295 | 1.22% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | Added to | 353,539 | 8,951 | 0.8% | 0.81% | 67 | +16,226 | 4.81% | Q4 2025 | Jan 30, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 351,851 | 8,908 | 0.15% | 0.18% | 68 | -58,271 | -14.21% | Q4 2025 | Feb 05, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 345,100 | 8,737 | 0.15% | — | 69 | +345,100 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 344,939 | 8,733 | 0.01% | — | 70 | +344,939 | New | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Added to | 341,350 | 8,642 | 0.79% | 0.81% | 71 | +6,455 | 1.93% | Q4 2025 | Jan 12, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 330,085 | 8,357 | 5.21% | 5.2% | 72 | +7,736 | 2.4% | Q4 2025 | Jan 07, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 328,027 | 8,305 | 1.11% | 1.27% | 73 | +19,050 | 6.17% | Q4 2025 | Feb 17, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 325,582 | 8,279 | 3.71% | 3.79% | 74 | -2,546 | -0.78% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 319,682 | 8,097 | 0.04% | 0.05% | 75 | +3,130 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 296,984 | 7,520 | 2.11% | 2.17% | 76 | -2,391 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Financial Partners Group, Inc | History | Added to | 276,547 | 7,032 | 0.81% | 0.87% | 77 | +2,812 | 1.03% | Q4 2025 | Feb 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 272,205 | 6,892 | 0.44% | 0.46% | 78 | -4,722 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 270,132 | 6,839 | 0.1% | 0.1% | 79 | +2,209 | 0.82% | Q4 2025 | Feb 09, 2026 |
| Sharper & Granite LLC | History | Added to | 260,135 | 6,586 | 2.32% | 2.25% | 80 | +14,630 | 5.96% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 257,647 | 6,523 | 0.05% | 0.06% | 81 | -232 | -0.09% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 255,094 | 6,459 | 0.02% | 0.03% | 82 | -134,006 | -34.44% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 252,758 | 6,399 | 0.0% | 0.0% | 83 | +251,330 | 17600.14% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 248,924 | 6,302 | 0.0% | 0.0% | 84 | +6,935 | 2.87% | Q4 2025 | Feb 10, 2026 |
| SAM Advisors, LLC | History | Added to | 245,179 | 6,207 | 1.96% | 1.96% | 85 | +7,296 | 3.07% | Q4 2025 | Feb 12, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 244,847 | 6,199 | 4.41% | — | 86 | +244,847 | New | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 238,174 | 6,030 | 1.08% | 0.45% | 87 | +147,185 | 161.76% | Q4 2025 | Feb 06, 2026 |
| Global Assets Advisory, LLC | History | Added to | 236,032 | 5,976 | 1.71% | 1.63% | 88 | +21,509 | 10.03% | Q4 2025 | Feb 09, 2026 |
| Missouri Trust & Investment Co | History | Added to | 235,948 | 5,974 | 1.75% | 1.64% | 89 | +19,781 | 9.15% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 233,625 | 5,945 | 0.28% | 0.32% | 90 | +185 | 0.08% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 231,614 | 5,864 | 0.12% | 0.11% | 91 | +39,566 | 20.6% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 220,035 | 5,571 | 0.01% | 0.01% | 92 | -164,908 | -42.84% | Q4 2025 | Feb 12, 2026 |
| Blue Capital, Inc. | History | Added to | 217,494 | 5,506 | 3.92% | 2.64% | 93 | +78,513 | 56.49% | Q4 2025 | Feb 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 214,810 | 5,438 | 0.12% | 0.12% | 94 | +6,689 | 3.21% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 212,428 | 5,378 | 0.02% | 0.01% | 95 | +156,586 | 280.41% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 211,304 | 5,350 | 0.03% | 0.03% | 96 | +12,950 | 6.53% | Q4 2025 | Feb 12, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 204,760 | 5,185 | 2.67% | 2.88% | 97 | -20,375 | -9.05% | Q4 2025 | Feb 19, 2026 |
| Creative Planning | History | Reduced | 196,496 | 4,975 | 0.0% | 0.0% | 98 | -2,612 | -1.31% | Q4 2025 | Feb 17, 2026 |
| Echo45 Advisors LLC | History | Reduced | 193,153 | 4,890 | 2.79% | 5.07% | 99 | -144,917 | -42.87% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 188,096 | 4,762 | 0.08% | 0.11% | 100 | -25,604 | -11.98% | Q4 2025 | Mar 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 187,708 | 4,752 | 0.01% | 0.01% | 101 | +17,189 | 10.08% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 180,568 | 4,571 | 0.06% | 0.05% | 102 | +3,718 | 2.1% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 179,441 | 4,543 | 0.02% | 0.03% | 103 | -34,132 | -15.98% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 178,387 | 4,516 | 0.27% | 0.28% | 104 | -2,467 | -1.36% | Q4 2025 | Feb 06, 2026 |
| Generation Capital Management LLC | History | Added to | 173,615 | 4,395 | 2.85% | 2.0% | 105 | +65,736 | 60.93% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 172,216 | 4,360 | 0.16% | 0.15% | 106 | +18,127 | 11.76% | Q4 2025 | Jan 21, 2026 |
| Aristotle Pacific Capital, LLC | History | Reduced | 171,016 | 4,330 | 1.78% | 16.7% | 107 | -1,169,350 | -87.24% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial, LLC | History | New | 168,496 | 4,266 | 4.25% | — | 108 | +168,496 | New | Q4 2025 | Jan 27, 2026 |
| Invesco Ltd. | History | No change | 166,956 | 4,227 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 161,180 | 4,081 | 2.53% | 2.53% | 110 | +6,255 | 4.04% | Q4 2025 | Jan 16, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 158,088 | 4,002 | 1.04% | 1.04% | 111 | +7,666 | 5.1% | Q4 2025 | Jan 07, 2026 |
| PFG Advisors | History | Added to | 157,434 | 3,986 | 0.19% | 0.14% | 112 | +27,359 | 21.03% | Q4 2025 | Jan 27, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 156,989 | 3,974 | 2.57% | 2.95% | 113 | -17,435 | -10.0% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,130 | 3,826 | 0.0% | 0.0% | 114 | +57,495 | 61.4% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 146,999 | 3,722 | 0.09% | 0.15% | 115 | -100,631 | -40.64% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Reduced | 144,721 | 3,664 | 0.17% | 0.18% | 116 | -3,903 | -2.63% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 144,422 | 3,656 | 0.71% | 0.66% | 117 | +22,832 | 18.78% | Q4 2025 | Feb 04, 2026 |
| Monetary Solutions, Ltd | History | New | 142,954 | 3,619 | 3.57% | — | 118 | +142,954 | New | Q4 2025 | Feb 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 141,534 | 3,583 | 0.06% | 0.08% | 119 | +7,071 | 5.26% | Q4 2025 | Feb 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 141,094 | 3,572 | 0.18% | 0.19% | 120 | -1,875 | -1.31% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 139,100 | 3,522 | 0.01% | 0.03% | 121 | -835,704 | -85.73% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 139,122 | 3,522 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | New | 136,054 | 3,445 | 0.0% | — | 123 | +136,054 | New | Q4 2025 | Jan 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 133,676 | 3,385 | 0.15% | 0.16% | 124 | +3,317 | 2.54% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 123,784 | 3,134 | 1.62% | 1.6% | 125 | +4,169 | 3.49% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 122,349 | 3,113 | 0.1% | 0.12% | 126 | -24,673 | -16.78% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 122,509 | 3,101 | 0.08% | 0.07% | 127 | +16,708 | 15.79% | Q4 2025 | Feb 17, 2026 |
| Altus Wealth Management, LLC | History | Added to | 119,388 | 3,022 | 1.3% | 1.04% | 128 | +27,172 | 29.47% | Q4 2025 | Jan 22, 2026 |
| Axos Invest Inc. | History | Added to | 118,612 | 3,003 | 2.21% | 2.26% | 129 | +792 | 0.67% | Q4 2025 | Jan 23, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 118,150 | 2,991 | 0.67% | 0.72% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 117,302 | 2,987 | 1.97% | 1.83% | 131 | +16,305 | 16.14% | Q4 2025 | Feb 11, 2026 |
| Westwood Wealth Management | History | New | 110,861 | 2,807 | 2.11% | — | 133 | +110,861 | New | Q4 2025 | Jan 20, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 110,880 | 2,807 | 1.38% | 1.34% | 132 | +8,874 | 8.7% | Q4 2025 | Jan 26, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 110,861 | 2,807 | 2.11% | 2.12% | 134 | +6,386 | 6.11% | Q4 2025 | Jan 13, 2026 |
| Williams Financial, LLC | History | New | 109,780 | 2,779 | 1.61% | — | 135 | +109,780 | New | Q4 2025 | Feb 02, 2026 |
| AA Financial Advisors, LLC | History | Added to | 108,728 | 2,752 | 0.51% | 0.18% | 136 | +72,187 | 197.55% | Q4 2025 | Jan 14, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 103,328 | 2,616 | 0.5% | 0.53% | 137 | -4,443 | -4.12% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 100,000 | 2,532 | 0.0% | 0.0% | 138 | -125,000 | -55.56% | Q4 2025 | Feb 11, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 98,601 | 2,496 | 0.8% | 1.13% | 139 | -34,286 | -25.8% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 96,702 | 2,448 | 0.0% | 0.0% | 140 | +1,952 | 2.06% | Q4 2025 | Mar 20, 2026 |
| KG&L Capital Management,LLC | History | Added to | 90,514 | 2,291 | 0.57% | 0.5% | 141 | +16,854 | 22.88% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 89,692 | 2,271 | 0.01% | 0.01% | 142 | +35,205 | 64.61% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 88,803 | 2,248 | 0.01% | 0.0% | 143 | +41,982 | 89.66% | Q4 2025 | Feb 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 88,469 | 2,240 | 1.02% | 0.85% | 144 | +18,441 | 26.33% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 80,557 | 2,039 | 0.0% | 0.0% | 145 | +8,923 | 12.46% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 80,322 | 2,033 | 0.29% | 0.25% | 146 | +18,017 | 28.92% | Q4 2025 | Jan 12, 2026 |
| Prostatis Group LLC | History | New | 79,393 | 2,010 | 0.48% | — | 147 | +79,393 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | No change | 79,365 | 2,009 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 78,447 | 1,986 | 0.22% | 0.37% | 149 | -51,889 | -39.81% | Q4 2025 | Feb 03, 2026 |
| Sunflower Bank, N.A. | History | Added to | 77,459 | 1,961 | 0.49% | 0.48% | 150 | +865 | 1.13% | Q4 2025 | Jan 09, 2026 |
| RMG Wealth Management LLC | History | Reduced | 83,427 | 1,894 | 0.25% | 9.51% | 151 | -2,576,171 | -96.86% | Q4 2025 | Jan 29, 2026 |
| Balefire, LLC | History | Reduced | 74,281 | 1,880 | 0.37% | 0.39% | 152 | -1,538 | -2.03% | Q4 2025 | Jan 12, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 73,259 | 1,855 | 0.45% | 0.48% | 153 | -3,834 | -4.97% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 71,701 | 1,815 | 0.07% | 0.07% | 154 | +3,190 | 4.66% | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 68,422 | 1,732 | 0.64% | 0.66% | 155 | -2,190 | -3.1% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 67,326 | 1,704 | 0.35% | 0.35% | 156 | +4,136 | 6.55% | Q4 2025 | Jan 05, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 66,605 | 1,686 | 0.49% | 0.55% | 157 | +384 | 0.58% | Q4 2025 | Jan 06, 2026 |
| Sage Investment Advisers LLC | History | New | 65,123 | 1,648 | 1.24% | — | 158 | +65,123 | New | Q4 2025 | Feb 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 63,475 | 1,607 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 62,616 | 1,585 | 0.02% | 0.02% | 160 | +8,169 | 15.0% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 62,616 | 1,585 | 0.44% | 0.45% | 161 | +5,162 | 8.98% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 60,029 | 1,519 | 0.02% | 0.02% | 162 | +867 | 1.47% | Q4 2025 | Jan 20, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 59,921 | 1,517 | 0.18% | 0.16% | 163 | +7,873 | 15.13% | Q4 2025 | Feb 10, 2026 |
| TradeWell Securities, LLC. | History | New | 36,204 | 1,494 | 0.58% | — | 164 | +36,204 | New | Q4 2025 | Feb 09, 2026 |
| WT Wealth Management | History | Added to | 57,686 | 1,460 | 0.42% | 0.33% | 165 | +12,679 | 28.17% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 57,132 | 1,446 | 0.0% | 0.0% | 166 | +28,816 | 101.77% | Q4 2025 | Feb 18, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 56,519 | 1,431 | 0.15% | 0.14% | 167 | +6,173 | 12.26% | Q4 2025 | Jan 20, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 54,914 | 1,390 | 0.02% | 0.02% | 168 | -9,320 | -14.51% | Q4 2025 | Jan 29, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 54,057 | 1,368 | 0.57% | — | 169 | +54,057 | New | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 53,331 | 1,350 | 0.11% | 0.1% | 170 | +699 | 1.33% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 49,439 | 1,251 | 0.03% | 0.02% | 171 | +12,829 | 35.04% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Group, LLC | History | Reduced | 49,423 | 1,251 | 0.6% | 0.64% | 172 | -709 | -1.41% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 49,373 | 1,250 | 0.0% | 0.0% | 173 | +30,966 | 168.23% | Q4 2025 | Mar 25, 2026 |
| Smithfield Trust Co | History | No change | 49,036 | 1,242 | 0.05% | 0.06% | 174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,498 | 1,202 | 0.02% | 0.01% | 175 | +16,931 | 55.39% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 47,143 | 1,193 | 0.23% | 0.23% | 176 | +4,603 | 10.82% | Q4 2025 | Jan 27, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 46,034 | 1,165 | 0.51% | 0.57% | 177 | -2,483 | -5.12% | Q4 2025 | Jan 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 2,545,222 | 1,149 | 0.02% | 1.05% | 178 | +201,866 | 8.61% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 45,000 | 1,139 | 0.04% | 0.03% | 179 | +10,000 | 28.57% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,402 | 1,073 | 0.01% | 0.01% | 180 | +28,847 | 212.81% | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 41,549 | 1,052 | 0.1% | 0.13% | 181 | -5,121 | -10.97% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 41,376 | 1,047 | 0.56% | 0.61% | 182 | -700 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 39,259 | 994 | 0.06% | 0.05% | 183 | -1,655 | -4.05% | Q4 2025 | Jan 30, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Added to | 39,210 | 992 | 0.75% | 0.69% | 184 | +3,250 | 9.04% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 38,622 | 977 | 0.05% | 0.04% | 185 | +9,021 | 30.48% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 37,986 | 961 | 0.71% | 0.67% | 186 | +4,241 | 12.57% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 37,598 | 951 | 0.03% | 0.03% | 187 | +5,448 | 16.95% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | No change | 37,420 | 947 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INSIGHT 2811, INC. | History | Added to | 36,659 | 928 | 0.41% | 0.41% | 189 | +501 | 1.39% | Q4 2025 | Feb 03, 2026 |
| Edgestream Partners, L.P. | History | Added to | 36,391 | 921 | 0.03% | 0.01% | 190 | +19,892 | 120.56% | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 36,000 | 911 | 0.21% | 0.22% | 191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 35,662 | 902 | 0.0% | 0.0% | 192 | -216 | -0.6% | Q4 2025 | Jan 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 35,193 | 891 | 0.01% | 0.01% | 193 | -130 | -0.37% | Q4 2025 | Feb 10, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 35,150 | 889 | 0.04% | 0.04% | 194 | -800 | -2.23% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 35,085 | 888 | 0.02% | 0.05% | 195 | -47,521 | -57.53% | Q4 2025 | Feb 03, 2026 |
| Csenge Advisory Group | History | Reduced | 34,639 | 877 | 0.04% | 0.05% | 196 | -2,241 | -6.08% | Q4 2025 | Feb 06, 2026 |
| WIN ADVISORS, INC | History | New | 34,563 | 875 | 0.37% | — | 197 | +34,563 | New | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 33,610 | 851 | 0.04% | 0.02% | 198 | +21,642 | 180.83% | Q4 2025 | Jan 26, 2026 |
| Trevian Wealth Management LLC | History | New | 33,296 | 843 | 0.4% | — | 199 | +33,296 | New | Q4 2025 | Feb 05, 2026 |
| Calamos Wealth Management LLC | History | Added to | 32,936 | 833 | 0.03% | 0.02% | 200 | +6,030 | 22.41% | Q4 2025 | Jan 29, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 32,894 | 832 | 0.23% | 0.23% | 202 | -480 | -1.44% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 32,876 | 832 | 0.09% | 0.1% | 201 | -228 | -0.69% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 32,857 | 831 | 0.04% | 0.01% | 203 | +23,295 | 243.62% | Q4 2025 | Feb 12, 2026 |
| Navis Wealth Advisors, LLC | History | New | 32,756 | 829 | 0.35% | — | 204 | +32,756 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 32,746 | 829 | 0.01% | — | 206 | +32,746 | New | Q4 2025 | Feb 18, 2026 |
| Global View Capital Management LLC | History | Added to | 32,749 | 829 | 0.15% | 0.17% | 205 | +1,181 | 3.74% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 32,110 | 813 | 0.02% | 0.02% | 207 | -1,062 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 31,879 | 807 | 0.03% | 0.0% | 208 | +31,104 | 4013.42% | Q4 2025 | Feb 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 31,841 | 806 | 0.05% | 0.04% | 209 | +6,361 | 24.96% | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 30,518 | 772 | 0.27% | 0.35% | 210 | -6,102 | -16.66% | Q4 2025 | Feb 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 30,264 | 766 | 0.03% | 0.03% | 211 | +132 | 0.44% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 29,673 | 751 | 0.0% | 0.0% | 212 | -1,018 | -3.32% | Q4 2025 | Jan 30, 2026 |
| Opulen Financial Group LLC | History | Reduced | 29,085 | 736 | 0.54% | 0.57% | 213 | -254 | -0.87% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 28,963 | 733 | 0.0% | — | 214 | +28,963 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 28,969 | 733 | 0.02% | 0.02% | 215 | +1,275 | 4.6% | Q4 2025 | Jan 28, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 28,435 | 719 | 0.11% | 0.1% | 216 | +868 | 3.15% | Q4 2025 | Feb 04, 2026 |
| Cane Capital Partners, LLC | History | New | 27,149 | 687 | 0.27% | — | 217 | +27,149 | New | Q4 2025 | Jan 21, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 26,959 | 682 | 0.07% | 0.07% | 218 | -1,118 | -3.98% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 26,157 | 662 | 0.05% | 0.05% | 219 | -451 | -1.69% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 25,271 | 639 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,953 | 631 | 0.01% | 0.01% | 221 | -16,516 | -39.83% | Q4 2025 | Feb 02, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 24,389 | 617 | 0.08% | 0.08% | 222 | +1 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,092 | 609 | 0.0% | 0.01% | 223 | -24,698 | -50.62% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 23,293 | 589 | 0.0% | 0.01% | 224 | +857 | 3.82% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 23,145 | 586 | 0.01% | 0.01% | 225 | +170 | 0.74% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,101 | 584 | 0.01% | 0.01% | 226 | -1,232 | -5.06% | Q4 2025 | Feb 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 22,830 | 578 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,809 | 577 | 0.01% | 0.01% | 228 | -11,001 | -32.54% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 22,499 | 569 | 0.04% | 0.04% | 229 | -2,486 | -9.95% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,454 | 568 | 0.0% | 0.0% | 230 | +457 | 2.08% | Q4 2025 | Feb 11, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 22,057 | 558 | 0.04% | 0.03% | 231 | +4,136 | 23.08% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 21,863 | 553 | 0.17% | 0.16% | 232 | +3,161 | 16.9% | Q4 2025 | Feb 12, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 21,009 | 531 | 0.47% | — | 233 | +21,009 | New | Q4 2025 | Jan 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 20,862 | 528 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 19,827 | 502 | 0.06% | — | 235 | +19,827 | New | Q4 2025 | Feb 11, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 19,303 | 488 | 0.03% | 0.03% | 236 | -242 | -1.24% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 18,448 | 467 | 0.01% | 0.01% | 237 | -2,314 | -11.15% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18,104 | 458 | 0.03% | 0.04% | 238 | -390 | -2.11% | Q4 2025 | Jan 29, 2026 |
| M Holdings Securities, Inc. | History | New | 17,851 | 452 | 0.03% | — | 239 | +17,851 | New | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 17,773 | 450 | 0.02% | — | 240 | +17,773 | New | Q4 2025 | Feb 12, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 17,479 | 442 | 0.12% | 0.12% | 241 | -76 | -0.43% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 17,397 | 440 | 0.01% | — | 242 | +17,397 | New | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 17,349 | 439 | 0.24% | 0.19% | 243 | +4,048 | 30.43% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,275 | 437 | 0.03% | 0.07% | 244 | -15,324 | -47.01% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 17,243 | 436 | 0.02% | — | 245 | +17,243 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,042 | 431 | 0.02% | 0.02% | 246 | +2,245 | 15.17% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,727 | 423 | 0.0% | 0.0% | 247 | +2,738 | 19.57% | Q4 2025 | Mar 09, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 16,644 | 421 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 16,201 | 410 | 0.04% | — | 249 | +16,201 | New | Q4 2025 | Apr 01, 2026 |
| STEPHENS INC /AR/ | History | New | 16,057 | 406 | 0.01% | — | 250 | +16,057 | New | Q4 2025 | Feb 05, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 16,034 | 405 | 0.11% | 0.11% | 251 | -142 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,304 | 387 | 0.01% | 0.01% | 252 | -4,870 | -24.14% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 15,240 | 385 | 0.0% | 0.01% | 253 | -27,050 | -63.96% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 15,165 | 383 | 0.06% | — | 255 | +15,165 | New | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 15,144 | 383 | 0.02% | 0.02% | 254 | -1,697 | -10.08% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 15,107 | 382 | 0.02% | 0.02% | 256 | -500 | -3.2% | Q4 2025 | Feb 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 15,057 | 381 | 0.11% | 0.2% | 257 | -21,895 | -59.25% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 15,000 | 379 | 0.11% | 0.12% | 258 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 14,518 | 367 | 0.17% | 0.17% | 259 | -500 | -3.33% | Q4 2025 | Jan 07, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 14,209 | 359 | 0.07% | 0.06% | 261 | +234 | 1.67% | Q4 2025 | Jan 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 14,204 | 359 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 14,077 | 356 | 0.02% | 0.02% | 262 | +46 | 0.33% | Q4 2025 | Jan 27, 2026 |
| Choate Investment Advisors | History | No change | 13,880 | 351 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 13,476 | 341 | 0.05% | 0.06% | 264 | +217 | 1.64% | Q4 2025 | Jan 22, 2026 |
| APS Management Group, Inc. | History | New | 13,332 | 337 | 0.29% | — | 265 | +13,332 | New | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,034 | 330 | 0.0% | 0.0% | 266 | -1,051 | -7.46% | Q4 2025 | Feb 06, 2026 |
| Jefferies Financial Group Inc. | History | No change | 13,032 | 329 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EJMK Ventures LLC | History | New | 12,753 | 322 | 0.2% | — | 268 | +12,753 | New | Q4 2025 | Mar 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 12,657 | 320 | 0.01% | 0.01% | 269 | -266 | -2.06% | Q4 2025 | Jan 23, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 11,907 | 301 | 0.41% | 0.39% | 270 | -11 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 11,700 | 296 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Friedenthal Financial | History | Added to | 11,683 | 295 | 0.15% | 0.15% | 272 | +55 | 0.47% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,481 | 290 | 0.01% | 0.0% | 273 | +3,082 | 36.69% | Q4 2025 | Jan 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,172 | 282 | 0.0% | 0.02% | 274 | -67,724 | -85.84% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,890 | 275 | 0.05% | 0.05% | 276 | +503 | 4.84% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,872 | 275 | 0.0% | 0.0% | 275 | +32 | 0.3% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,438 | 264 | 0.0% | 0.01% | 277 | +287 | 2.83% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,400 | 263 | 0.0% | 0.0% | 278 | -151,377 | -93.57% | Q4 2025 | Feb 17, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 10,354 | 262 | 0.07% | 0.08% | 279 | -1,211 | -10.47% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,242 | 259 | 0.0% | — | 280 | +10,242 | New | Q4 2025 | Feb 10, 2026 |
| TFB Advisors LLC | History | Reduced | 10,090 | 255 | 0.07% | 0.08% | 281 | -703 | -6.51% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | No change | 10,020 | 253 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 9,961 | 252 | 0.01% | 0.01% | 283 | +509 | 5.39% | Q4 2025 | Feb 04, 2026 |
| Eagle Strategies LLC | History | Reduced | 9,944 | 251 | 0.03% | 0.04% | 284 | -1,064 | -9.67% | Q4 2025 | Jan 23, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,680 | 245 | 0.11% | 0.1% | 286 | +1,224 | 14.47% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 9,702 | 245 | 0.0% | 0.0% | 285 | +202 | 2.13% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | New | 9,675 | 244 | 0.01% | — | 287 | +9,675 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,474 | 239 | 0.0% | 0.0% | 288 | -3,129 | -24.83% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,405 | 238 | 0.0% | 0.0% | 289 | -971 | -9.36% | Q4 2025 | Jan 22, 2026 |
| Maridea Wealth Management LLC | History | New | 9,366 | 237 | 0.04% | — | 290 | +9,366 | New | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | Added to | 9,298 | 235 | 0.01% | 0.01% | 291 | +193 | 2.12% | Q4 2025 | Feb 19, 2026 |
| Royal Fund Management, LLC | History | New | 9,141 | 231 | 0.02% | — | 292 | +9,141 | New | Q4 2025 | Jan 15, 2026 |
| Advisor Resource Council | History | Added to | 9,147 | 231 | 0.08% | 0.29% | 293 | +625 | 7.33% | Q4 2025 | Feb 10, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 8,927 | 225 | 0.0% | 0.01% | 294 | -25,000 | -73.69% | Q4 2025 | Feb 05, 2026 |
| ETF Store, Inc. | History | Added to | 8,889 | 225 | 0.23% | 0.24% | 295 | +117 | 1.33% | Q4 2025 | Jan 22, 2026 |
| Cumberland Partners Ltd | History | Reduced | 8,843 | 223 | 0.01% | 0.02% | 297 | -5,395 | -37.89% | Q4 2025 | Feb 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 8,841 | 223 | 0.01% | 0.01% | 296 | +650 | 7.94% | Q4 2025 | Feb 04, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 8,687 | 219 | 0.15% | 0.17% | 298 | -107 | -1.22% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,583 | 217 | 0.0% | 0.0% | 299 | -29,378 | -77.39% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,538 | 216 | 0.01% | — | 300 | +8,538 | New | Q4 2025 | Jan 15, 2026 |
| Crumly & Associates Inc. | History | No change | 8,539 | 216 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Freestone Capital Holdings, LLC | History | New | 8,409 | 212 | 0.01% | — | 302 | +8,409 | New | Q4 2025 | Jan 23, 2026 |
| Ascent Group, LLC | History | Reduced | 8,379 | 212 | 0.01% | 0.01% | 303 | -1,441 | -14.67% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 8,346 | 211 | 0.01% | 0.01% | 304 | -218 | -2.55% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | Added to | 8,308 | 210 | 0.06% | 0.06% | 305 | +34 | 0.41% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | New | 8,180 | 207 | 0.04% | — | 306 | +8,180 | New | Q4 2025 | Jan 23, 2026 |
| Sonoma Allocations LLC | History | Reduced | 8,135 | 205 | 0.07% | 0.08% | 307 | -461 | -5.36% | Q4 2025 | Feb 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,085 | 204 | 0.0% | 0.0% | 308 | -354 | -4.19% | Q4 2025 | Mar 16, 2026 |
| G&S Capital LLC | History | New | 7,978 | 202 | 0.07% | — | 309 | +7,978 | New | Q4 2025 | Jan 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 7,819 | 197 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covenant Partners, LLC | History | No change | 7,583 | 192 | 0.06% | 0.05% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 7,310 | 185 | 0.07% | 0.07% | 312 | +799 | 12.27% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,555 | 165 | 0.0% | 0.0% | 313 | +653 | 11.06% | Q4 2025 | Jan 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 6,377 | 161 | 0.05% | 0.06% | 314 | -1,035 | -13.96% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,826 | 147 | 0.0% | 0.0% | 315 | +16 | 0.28% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,631 | 142 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 5,473 | 138 | 0.82% | 0.76% | 317 | -1,469 | -21.16% | Q4 2025 | Feb 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 5,186 | 131 | 0.1% | — | 318 | +5,186 | New | Q4 2025 | Mar 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 5,034 | 127 | 0.03% | 0.04% | 319 | -364 | -6.74% | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,673 | 118 | 0.04% | 0.07% | 321 | +33 | 0.71% | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO | History | No change | 4,657 | 118 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rossmore Private Capital | History | No change | 4,500 | 113 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,427 | 112 | 0.0% | 0.01% | 323 | +55 | 1.26% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,195 | 106 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Operose Advisors LLC | History | New | 4,145 | 104 | 0.02% | — | 325 | +4,145 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,920 | 99 | 0.0% | 0.0% | 327 | +583 | 17.47% | Q4 2025 | Jan 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,912 | 99 | 0.0% | 0.0% | 326 | +141 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Centennial Bank/AR/ | History | New | 3,878 | 98 | 0.04% | — | 329 | +3,878 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,880 | 98 | 0.0% | 0.0% | 328 | -396 | -9.26% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,365 | 85 | 0.0% | 0.0% | 330 | +424 | 14.42% | Q4 2025 | Jan 26, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,208 | 81 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,181 | 80 | 0.0% | 0.0% | 332 | -2,342 | -42.4% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,037 | 77 | 0.0% | 0.04% | 333 | -53,214 | -94.6% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,665 | 67 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,553 | 64 | 0.01% | — | 335 | +2,553 | New | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,398 | 60 | 0.01% | 0.0% | 336 | +1,500 | 167.04% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 2,078 | 52 | 0.0% | 0.0% | 337 | -869 | -29.49% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,093 | 52 | 0.0% | 0.0% | 338 | +111 | 5.6% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | Added to | 1,926 | 48 | 0.0% | 0.0% | 339 | +391 | 25.47% | Q4 2025 | Feb 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 1,905 | 48 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 1,851 | 46 | 0.03% | 0.03% | 341 | -96 | -4.93% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,761 | 44 | 0.0% | 0.0% | 342 | +12 | 0.69% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 1,438 | 36 | 0.0% | 0.0% | 343 | -235 | -14.05% | Q4 2025 | Feb 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 1,379 | 34 | 0.01% | 0.02% | 345 | -1,783 | -56.39% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,372 | 34 | 0.0% | 0.0% | 344 | -399 | -22.53% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,335 | 33 | 0.0% | 0.02% | 346 | -3,100 | -69.9% | Q4 2025 | Feb 04, 2026 |
| CITY HOLDING CO | History | New | 1,283 | 32 | 0.0% | — | 347 | +1,283 | New | Q4 2025 | Jan 22, 2026 |
| CX Institutional | History | Added to | 1,258 | 32 | 0.0% | 0.0% | 348 | +27 | 2.19% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,239 | 31 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,186 | 30 | 0.0% | 0.0% | 350 | -168 | -12.41% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,126 | 28 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 1,000,000 | 25 | 0.0% | 0.04% | 352 | +250,000 | 33.33% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 963 | 24 | 0.0% | — | 353 | +963 | New | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 969 | 24 | 0.01% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 831 | 21 | 0.0% | 0.0% | 355 | -171 | -17.07% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 850 | 21 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 800 | 20 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 723 | 18 | 0.01% | 0.01% | 359 | -467 | -39.24% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 716 | 18 | 0.0% | 0.0% | 358 | +16 | 2.29% | Q4 2025 | Jan 20, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 634 | 16 | 0.01% | 0.01% | 360 | -173 | -21.44% | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 552 | 13 | 0.0% | — | 361 | +552 | New | Q4 2025 | Mar 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 500 | 12 | 0.0% | — | 363 | +500 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 487 | 12 | 0.0% | — | 362 | +487 | New | Q4 2025 | Feb 02, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 500 | 12 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Basepoint Wealth LLC | History | New | 401 | 10 | 0.01% | — | 368 | +401 | New | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 421 | 10 | 0.0% | 0.0% | 366 | -249 | -37.16% | Q4 2025 | Jan 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 432 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 400 | 10 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 367 | 9 | 0.0% | — | 371 | +367 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 376 | 9 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| High Note Wealth, LLC | History | No change | 365 | 9 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 351 | 8 | 0.0% | — | 372 | +350 | 35000.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 321 | 8 | 0.0% | — | 374 | +321 | New | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Reduced | 331 | 8 | 0.0% | 0.0% | 375 | -93 | -21.93% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 339 | 8 | 0.0% | 0.0% | 373 | +80 | 30.89% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 310 | 7 | 0.0% | 0.0% | 376 | +214 | 222.92% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 270 | 6 | 0.0% | 0.05% | 379 | -48,261 | -99.44% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 274 | 6 | 0.0% | 0.0% | 378 | -1,302 | -82.61% | Q4 2025 | Feb 13, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 275 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | No change | 275 | 6 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Register Financial Advisors LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 150 | 4 | 0.0% | — | 385 | +150 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 188 | 4 | 0.0% | 0.01% | 383 | +27 | 16.77% | Q4 2025 | Feb 02, 2026 |
| Providence Capital Advisors, LLC | History | No change | 158 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 139 | 3 | 0.0% | — | 387 | +139 | New | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 121 | 3 | 0.0% | — | 389 | +121 | New | Q4 2025 | Jan 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 156 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 85 | 2 | 0.0% | 0.0% | 391 | -236 | -73.52% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 110 | 2 | 0.0% | — | 390 | +110 | New | Q4 2025 | Jan 20, 2026 |
| Lodestone Wealth Management LLC | History | New | 93 | 2 | 0.0% | — | 394 | +93 | New | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | No change | 89 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 397 | -121 | -70.76% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 69 | 1 | 0.0% | — | 398 | +69 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 395 | +11 | 27.5% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | No change | 50 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ORG Wealth Partners, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -620,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.04% | — | -475,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -433,668 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -419,685 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 7.14% | — | -383,449 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -180,519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.13% | — | -118,414 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -81,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -77,457 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -58,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthTrak Capital Management LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -56,994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -32,792 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -23,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Guardian Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -23,515 | -100.0% | Q3 2025 | Oct 30, 2025 |
| American National Bank of Texas | History | Closed out | 0 | 0 | — | 0.51% | — | -21,148 | -100.0% | Q3 2025 | Oct 01, 2025 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,287 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,806 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Destiny Capital Corp/CO | History | Closed out | 0 | 0 | — | 0.14% | — | -10,320 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,278 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,972 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,972 | -100.0% | Q3 2025 | Oct 31, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,249 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,408 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,051 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,557 | -100.0% | Q3 2025 | Jan 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -479 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AdvisorNet Financial, Inc | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Key Capital Management, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |