iSHARES TRUST - SLQD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,353,233 | 119,308 | 0.01% | 0.01% | 1 | +36,671 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 2,077,168 | 105,312 | 0.17% | 0.14% | 2 | +326,234 | 18.63% | Q4 2025 | Jan 15, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,308,304 | 66,331 | 10.11% | 10.23% | 3 | +155,030 | 13.44% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 1,151,880 | 58,400 | 0.02% | 0.02% | 4 | +37,947 | 3.41% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,128,504 | 57,215 | 0.01% | 0.01% | 5 | +12,591 | 1.13% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 1,030,751 | 52,259 | 0.3% | 0.3% | 6 | +79,449 | 8.35% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | Added to | 997,815 | 50,589 | 2.86% | 3.36% | 7 | +30,549 | 3.16% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 994,418 | 50,417 | 0.82% | 1.01% | 8 | +23,255 | 2.39% | Q4 2025 | Mar 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 968,322 | 49,093 | 1.36% | 1.42% | 9 | -19,684 | -1.99% | Q4 2025 | Feb 03, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 849,950 | 43,092 | 9.3% | 9.42% | 10 | +49,051 | 6.12% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 810,737 | 41,106 | 0.01% | 0.01% | 11 | -126,254 | -13.47% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Added to | 736,390 | 37,334 | 5.34% | 5.09% | 12 | +52,047 | 7.61% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 687,598 | 34,861 | 0.01% | — | 13 | +687,598 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 678,490 | 34,399 | 0.01% | 0.01% | 14 | -12,746 | -1.84% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 589,218 | 29,873 | 0.0% | 0.0% | 15 | -40,578 | -6.44% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 488,532 | 24,768 | 1.56% | 1.58% | 16 | +24,974 | 5.39% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 477,814 | 24,225 | 0.09% | 0.11% | 17 | +15,334 | 3.32% | Q4 2025 | Feb 18, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 466,209 | 23,636 | 3.41% | 6.78% | 18 | -402,142 | -46.31% | Q4 2025 | Jan 23, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 462,972 | 23,472 | 5.22% | 5.22% | 19 | +13,857 | 3.09% | Q4 2025 | Jan 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 434,400 | 22,024 | 1.25% | 1.64% | 20 | -125,800 | -22.46% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 414,681 | 21,024 | 0.03% | 0.0% | 21 | -2,911 | -0.7% | Q4 2025 | Mar 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 378,511 | 19,190 | 0.26% | 0.36% | 22 | +5,396 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 360,957 | 18,300 | 0.02% | 0.03% | 23 | -86,026 | -19.25% | Q4 2025 | Feb 11, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 353,356 | 17,915 | 2.46% | 2.36% | 24 | +20,995 | 6.32% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 293,204 | 14,865 | 0.02% | 0.02% | 25 | +9,286 | 3.27% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 292,855 | 14,847 | 1.12% | 1.12% | 26 | +6,690 | 2.34% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 280,277 | 14,210 | 0.03% | 0.03% | 27 | -39 | -0.01% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 258,597 | 13,110 | 2.1% | 2.03% | 28 | +20,505 | 8.61% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 228,232 | 11,571 | 0.01% | 0.01% | 29 | -975 | -0.43% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 227,270 | 11,522 | 0.0% | 0.0% | 30 | +8,143 | 3.72% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 210,207 | 10,657 | 2.64% | 2.74% | 31 | +10,317 | 5.16% | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 207,052 | 10,497 | 0.76% | 0.84% | 32 | -14,399 | -6.5% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 199,468 | 10,113 | 0.01% | 0.01% | 33 | -3,046 | -1.5% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 189,318 | 9,598 | 0.0% | 0.0% | 34 | +9,530 | 5.3% | Q4 2025 | Feb 10, 2026 |
| Sierra Capital LLC | History | Reduced | 181,639 | 9,209 | 0.97% | 1.01% | 35 | -52 | -0.03% | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | Added to | 179,355 | 9,093 | 1.21% | 1.2% | 36 | +4,183 | 2.39% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 173,068 | 8,774 | 0.01% | 0.01% | 37 | +5,328 | 3.18% | Q4 2025 | Feb 10, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 172,000 | 8,720 | 0.01% | 0.0% | 38 | +105,000 | 156.72% | Q4 2025 | Feb 12, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 166,501 | 8,441 | 2.17% | 2.14% | 39 | +4,154 | 2.56% | Q4 2025 | Jan 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 156,820 | 7,950 | 1.28% | 1.23% | 40 | +21,460 | 15.85% | Q4 2025 | Feb 17, 2026 |
| Saiph Capital, LLC | History | Added to | 155,483 | 7,882 | 2.83% | 2.79% | 41 | +2,734 | 1.79% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 154,093 | 7,812 | 0.01% | 0.01% | 42 | +10,439 | 7.27% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 149,203 | 7,564 | 0.02% | 0.02% | 43 | +11,379 | 8.26% | Q4 2025 | Feb 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 149,103 | 7,559 | 6.3% | 6.53% | 44 | -7,045 | -4.51% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 139,066 | 7,050 | 0.0% | 0.0% | 45 | -6,059 | -4.18% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 138,510 | 7,022 | 0.1% | 0.11% | 46 | -2,231 | -1.59% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 136,027 | 6,896 | 0.03% | 0.03% | 47 | +2,530 | 1.9% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 135,240 | 6,856 | 0.01% | 0.01% | 48 | +14,203 | 11.73% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 129,836 | 6,582 | 0.03% | 0.03% | 49 | +4,340 | 3.46% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 112,656 | 5,711 | 0.03% | 0.03% | 50 | +4,099 | 3.78% | Q4 2025 | Feb 17, 2026 |
| River Wealth Advisors LLC | History | Reduced | 108,095 | 5,480 | 0.61% | 0.69% | 51 | -7,703 | -6.65% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 106,164 | 5,382 | 0.08% | 0.08% | 52 | +6,138 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,130 | 5,242 | 0.02% | 0.02% | 53 | -30 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 103,375 | 5,241 | 0.04% | 0.05% | 54 | +117 | 0.11% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Reduced | 100,312 | 5,085 | 0.65% | 0.7% | 55 | -2,504 | -2.44% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 99,882 | 5,064 | 0.04% | 0.05% | 56 | +606 | 0.61% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Reduced | 94,511 | 4,791 | 0.01% | 0.01% | 57 | -4,068 | -4.13% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 93,911 | 4,761 | 0.32% | 0.35% | 58 | -3,949 | -4.04% | Q4 2025 | Jan 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 93,546 | 4,742 | 1.04% | 1.15% | 59 | -3,504 | -3.61% | Q4 2025 | Jan 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 89,873 | 4,556 | 0.94% | 1.03% | 60 | -3,536 | -3.79% | Q4 2025 | Jan 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 87,285 | 4,425 | 0.02% | 0.02% | 61 | +7,787 | 9.8% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,998 | 4,411 | 0.01% | 0.01% | 62 | -21,209 | -19.6% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 86,584 | 4,393 | 0.01% | 0.01% | 63 | -3,212 | -3.58% | Q4 2025 | Jan 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 81,026 | 4,108 | 0.21% | 0.21% | 64 | -100 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 80,396 | 4,076 | 1.75% | 1.73% | 65 | +4,387 | 5.77% | Q4 2025 | Jan 28, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 68,589 | 3,477 | 2.34% | 1.09% | 66 | +38,692 | 129.42% | Q4 2025 | Jan 20, 2026 |
| Townsend Financial Planning, LLC | History | New | 67,715 | 3,433 | 3.44% | — | 67 | +67,715 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 64,378 | 3,263 | 0.12% | 0.15% | 68 | -14,654 | -18.54% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 61,829 | 3,134 | 0.0% | 0.0% | 69 | -5,133 | -7.67% | Q4 2025 | Mar 25, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 60,874 | 3,086 | 0.29% | 0.31% | 70 | -242 | -0.4% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,611 | 3,022 | 0.0% | 0.0% | 71 | +10,485 | 21.34% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Added to | 58,303 | 2,955 | 0.6% | 0.64% | 72 | +2,020 | 3.59% | Q4 2025 | Jan 23, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 57,883 | 2,934 | 0.22% | 0.33% | 73 | -24,387 | -29.64% | Q4 2025 | Jan 23, 2026 |
| JGP Wealth Management, LLC | History | Added to | 56,071 | 2,842 | 0.3% | 0.25% | 74 | +11,423 | 25.58% | Q4 2025 | Jan 12, 2026 |
| Obsido Oy | History | Reduced | 55,650 | 2,821 | 1.73% | 2.1% | 75 | -6,414 | -10.33% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 55,107 | 2,793 | 0.06% | 0.07% | 76 | +933 | 1.72% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 54,443 | 2,760 | 0.02% | 0.02% | 77 | +2,379 | 4.57% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 54,006 | 2,738 | 0.03% | 0.05% | 78 | -37,565 | -41.02% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 49,109 | 2,489 | 0.0% | 0.0% | 79 | -5,161 | -9.51% | Q4 2025 | Feb 13, 2026 |
| Life Planning Partners, Inc | History | Added to | 47,297 | 2,397 | 1.84% | 1.34% | 80 | +11,310 | 31.43% | Q4 2025 | Jan 16, 2026 |
| Turn8 Private Wealth Inc. | History | Reduced | 46,954 | 2,380 | 1.71% | 1.72% | 81 | -103 | -0.22% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,907 | 2,378 | 0.01% | 0.01% | 82 | +4,751 | 11.27% | Q4 2025 | Feb 05, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 45,164 | 2,289 | 2.16% | 2.29% | 83 | -117 | -0.26% | Q4 2025 | Jan 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 42,973 | 2,178 | 0.72% | 0.67% | 84 | +5,395 | 14.36% | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 42,283 | 2,143 | 2.1% | 2.06% | 85 | +1,361 | 3.33% | Q4 2025 | Jan 26, 2026 |
| Topor & Co. Korea | History | New | 42,131 | 2,136 | 1.61% | — | 86 | +42,131 | New | Q4 2025 | Feb 26, 2026 |
| Argent Advisors, Inc. | History | Added to | 41,992 | 2,129 | 0.59% | 0.57% | 87 | +3,741 | 9.78% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 40,474 | 2,052 | 0.0% | 0.0% | 88 | -323 | -0.79% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 40,161 | 2,036 | 0.27% | 0.29% | 89 | -275 | -0.68% | Q4 2025 | Jan 30, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 36,183 | 1,834 | 1.02% | — | 90 | +36,183 | New | Q4 2025 | Feb 17, 2026 |
| NDWM LLC | History | Added to | 35,899 | 1,820 | 1.2% | 1.06% | 91 | +5,140 | 16.71% | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 32,584 | 1,652 | 0.03% | 0.03% | 92 | +106 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 32,565 | 1,651 | 0.84% | 0.95% | 93 | -2,179 | -6.27% | Q4 2025 | Jan 30, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 32,460 | 1,645 | 0.2% | 0.2% | 94 | +1,190 | 3.81% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 32,278 | 1,636 | 0.02% | 0.02% | 95 | +3,987 | 14.09% | Q4 2025 | Feb 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 32,059 | 1,625 | 0.0% | 0.0% | 96 | +14 | 0.04% | Q4 2025 | Feb 05, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 31,674 | 1,605 | 1.52% | 1.65% | 97 | -1,126 | -3.43% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 31,582 | 1,601 | 0.0% | 0.01% | 98 | -179,718 | -85.05% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,470 | 1,595 | 0.02% | 0.02% | 99 | -6,292 | -16.66% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 30,605 | 1,551 | 0.0% | — | 100 | +30,605 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 29,415 | 1,491 | 0.04% | 0.04% | 101 | +3,175 | 12.1% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 27,455 | 1,391 | 0.0% | 0.0% | 102 | -11,841 | -30.13% | Q4 2025 | Feb 13, 2026 |
| London & Capital Asset Management Ltd | History | New | 26,900 | 1,363 | 0.01% | — | 103 | +26,900 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,867 | 1,362 | 0.03% | 0.03% | 104 | +389 | 1.47% | Q4 2025 | Feb 09, 2026 |
| American Money Management, LLC | History | Reduced | 26,377 | 1,337 | 0.21% | 0.24% | 105 | -2,172 | -7.61% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 25,801 | 1,308 | 0.01% | 0.01% | 106 | -8 | -0.03% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | New | 25,310 | 1,283 | 0.06% | — | 107 | +25,310 | New | Q4 2025 | Feb 12, 2026 |
| City Center Advisors, LLC | History | Added to | 25,233 | 1,279 | 1.18% | 1.23% | 108 | +323 | 1.3% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Reduced | 24,965 | 1,265 | 0.01% | 0.01% | 109 | -17,338 | -40.99% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,890 | 1,262 | 0.0% | 0.0% | 110 | +2,569 | 11.51% | Q4 2025 | Feb 11, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 24,383 | 1,236 | 0.27% | 0.28% | 111 | +2,475 | 11.3% | Q4 2025 | Feb 09, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 24,183 | 1,227 | 0.27% | 0.28% | 112 | -980 | -3.89% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 24,193 | 1,226 | 0.01% | 0.01% | 113 | -1,161 | -4.58% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 23,946 | 1,214 | 0.15% | 0.14% | 114 | +492 | 2.1% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,821 | 1,207 | 0.08% | 0.14% | 115 | -11,037 | -31.66% | Q4 2025 | Feb 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 22,520 | 1,141 | 0.1% | 0.1% | 116 | +68 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Group, LLC | History | No change | 22,395 | 1,135 | 0.54% | 0.57% | 117 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 21,862 | 1,108 | 0.01% | 0.01% | 118 | +1,966 | 9.88% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | No change | 21,259 | 1,077 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 20,826 | 1,055 | 0.05% | 0.06% | 120 | +967 | 4.87% | Q4 2025 | Mar 04, 2026 |
| IPG Investment Advisors LLC | History | Added to | 20,545 | 1,041 | 0.18% | 0.18% | 121 | +713 | 3.6% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | New | 19,914 | 1,009 | 0.1% | — | 122 | +19,914 | New | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Added to | 19,876 | 1,007 | 0.29% | 0.29% | 123 | +153 | 0.78% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 19,601 | 993 | 0.27% | 0.25% | 124 | +1,710 | 9.56% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,571 | 941 | 0.02% | 0.02% | 125 | +3,362 | 22.11% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Reduced | 18,271 | 926 | 0.02% | 0.02% | 126 | -3,640 | -16.61% | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Management LLC | History | Added to | 17,804 | 902 | 0.12% | 0.13% | 127 | +122 | 0.69% | Q4 2025 | Feb 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,964 | 860 | 0.07% | 0.08% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stokes Family Office, LLC | History | Reduced | 16,559 | 839 | 0.08% | 0.09% | 129 | -1,355 | -7.56% | Q4 2025 | Feb 18, 2026 |
| Montis Financial, LLC | History | Reduced | 16,300 | 826 | 0.16% | 0.26% | 130 | -6,079 | -27.16% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 16,156 | 819 | 0.03% | 0.03% | 131 | -1,111 | -6.43% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 16,156 | 819 | 0.03% | 0.03% | 132 | -1,111 | -6.43% | Q4 2025 | Jan 30, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,861 | 753 | 0.01% | 0.02% | 133 | +6,777 | 83.83% | Q4 2025 | Feb 11, 2026 |
| Summa Corp. | History | No change | 14,800 | 750 | 0.32% | 0.33% | 134 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,404 | 730 | 0.05% | 0.05% | 135 | -380 | -2.57% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 13,864 | 702 | 0.0% | 0.01% | 136 | -95,284 | -87.3% | Q4 2025 | Jan 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 13,722 | 695 | 0.01% | 0.0% | 137 | +8,056 | 142.18% | Q4 2025 | Jan 30, 2026 |
| 4J Wealth Management LLC | History | Reduced | 13,671 | 693 | 0.4% | 0.42% | 138 | -430 | -3.05% | Q4 2025 | Jan 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,335 | 676 | 0.0% | 0.0% | 139 | +61 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | No change | 13,044 | 661 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,927 | 655 | 0.0% | 0.0% | 141 | -16 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Probity Advisors, Inc. | History | No change | 12,656 | 641 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,428 | 630 | 0.0% | — | 143 | +12,428 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 12,365 | 626 | 0.02% | 0.02% | 144 | +4 | 0.03% | Q4 2025 | Feb 19, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 12,221 | 619 | 0.16% | 0.18% | 145 | -1,178 | -8.79% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,074 | 612 | 0.01% | 0.01% | 146 | -448 | -3.58% | Q4 2025 | Feb 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 11,680 | 592 | 0.05% | — | 147 | +11,680 | New | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 11,559 | 586 | 0.14% | 0.15% | 148 | -42 | -0.36% | Q4 2025 | Jan 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,253 | 570 | 0.01% | 0.0% | 149 | +6,781 | 151.63% | Q4 2025 | Jan 29, 2026 |
| Wolff Financial Management LLC | History | Reduced | 11,258 | 570 | 0.13% | 0.14% | 150 | -675 | -5.66% | Q4 2025 | Feb 06, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 10,818 | 548 | 0.35% | 0.36% | 151 | -133 | -1.21% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | No change | 9,976 | 505 | 0.13% | 0.14% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 9,945 | 504 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 9,899 | 501 | 0.31% | 0.94% | 154 | -18,550 | -65.2% | Q4 2025 | Feb 10, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 9,603 | 486 | 0.17% | 0.17% | 155 | +308 | 3.31% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,929 | 452 | 0.05% | 0.05% | 156 | +558 | 6.67% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 8,507 | 431 | 0.0% | — | 157 | +8,507 | New | Q4 2025 | Feb 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 8,490 | 430 | 0.07% | 0.07% | 158 | +400 | 4.94% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,066 | 408 | 0.04% | 0.04% | 159 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,829 | 396 | 0.01% | 0.01% | 160 | +1,247 | 18.95% | Q4 2025 | Jan 22, 2026 |
| Adalta Capital Management LLC | History | No change | 7,800 | 395 | 0.18% | 0.18% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,544 | 382 | 0.0% | 0.0% | 162 | -190,390 | -96.19% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 7,143 | 362 | 0.01% | 0.01% | 163 | -25 | -0.35% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 7,115 | 360 | 0.07% | — | 164 | +7,115 | New | Q4 2025 | Jan 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,980 | 353 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 6,917 | 350 | 0.1% | 0.12% | 166 | -351 | -4.83% | Q4 2025 | Feb 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,907 | 350 | 0.22% | 0.24% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 6,819 | 345 | 0.04% | 0.1% | 168 | -8,976 | -56.83% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,668 | 338 | 0.0% | 0.0% | 169 | -384 | -5.45% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | Reduced | 6,640 | 336 | 0.13% | 0.16% | 171 | -1,274 | -16.1% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 6,641 | 336 | 0.0% | 0.0% | 170 | -115 | -1.7% | Q4 2025 | Mar 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,560 | 332 | 0.0% | 0.0% | 172 | +5,288 | 415.72% | Q4 2025 | Mar 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 6,552 | 332 | 0.21% | 0.22% | 173 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 6,250 | 316 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,208 | 314 | 0.01% | 0.01% | 175 | +461 | 8.02% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 6,182 | 313 | 0.0% | — | 176 | +6,182 | New | Q4 2025 | Feb 05, 2026 |
| Davis Wealth Advisors, LLC | History | New | 6,110 | 309 | 0.26% | — | 177 | +6,110 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 5,953 | 301 | 0.0% | — | 178 | +5,953 | New | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,887 | 298 | 0.0% | 0.01% | 179 | -240 | -3.92% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,683 | 288 | 0.0% | 0.0% | 181 | +5 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 5,700 | 288 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,459 | 276 | 0.0% | 0.0% | 182 | -52 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 5,349 | 269 | 0.03% | — | 183 | +5,349 | New | Q4 2025 | Mar 24, 2026 |
| Boreal Capital Management LLC | History | No change | 5,060 | 256 | 0.19% | 0.21% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 4,941 | 250 | 0.21% | 0.25% | 185 | -632 | -11.34% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,909 | 248 | 0.0% | — | 186 | +4,909 | New | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | No change | 4,837 | 245 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 4,775 | 240 | 0.0% | 0.0% | 189 | -280 | -5.54% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,746 | 240 | 0.0% | 0.0% | 188 | -3 | -0.06% | Q4 2025 | Feb 18, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,643 | 235 | 0.04% | 0.04% | 190 | -524 | -10.14% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | New | 4,488 | 227 | 0.0% | — | 192 | +4,488 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,493 | 227 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kovack Advisors, Inc. | History | New | 4,469 | 226 | 0.01% | — | 193 | +4,469 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | No change | 4,401 | 223 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Alhambra Investment Management LLC | History | No change | 4,381 | 222 | 0.1% | 0.11% | 195 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HEADINVEST, LLC | History | No change | 4,372 | 221 | 0.04% | 0.05% | 196 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | No change | 4,199 | 212 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| LVZ, Inc. | History | Reduced | 4,155 | 210 | 0.02% | 0.03% | 198 | -905 | -17.89% | Q4 2025 | Feb 10, 2026 |
| BANK HAPOALIM BM | History | Reduced | 4,095 | 208 | 0.02% | 0.03% | 199 | -180 | -4.21% | Q4 2025 | Feb 17, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | New | 3,951 | 200 | 0.06% | — | 201 | +3,951 | New | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,964 | 200 | 0.01% | 0.01% | 200 | -872 | -18.03% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,804 | 192 | 0.0% | 0.0% | 202 | -383 | -9.15% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,550 | 179 | 0.0% | 0.0% | 203 | +250 | 7.58% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 3,323 | 168 | 0.0% | 0.0% | 204 | +42 | 1.28% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,978 | 150 | 0.0% | 0.0% | 205 | -83 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 2,908 | 147 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,671 | 135 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Triumph Capital Management | History | New | 2,427 | 123 | 0.03% | — | 208 | +2,427 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,160 | 109 | 0.0% | 0.0% | 209 | +652 | 43.24% | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,100 | 106 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,072 | 105 | 0.01% | — | 211 | +2,072 | New | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 1,960 | 99 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 1,942 | 98 | 0.0% | 0.0% | 213 | -6 | -0.31% | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,618 | 82 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,504 | 76 | 0.0% | 0.0% | 215 | -66 | -4.2% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,450 | 73 | 0.06% | — | 216 | +1,450 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,300 | 65 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NBT BANK N A /NY | History | No change | 51 | 58 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,022 | 51 | 0.02% | — | 219 | +1,022 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 987 | 50 | 0.0% | 0.0% | 220 | -1,643 | -62.47% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 873 | 44 | 0.0% | — | 221 | +873 | New | Q4 2025 | Feb 13, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 885 | 44 | 0.04% | 0.04% | 222 | -30 | -3.28% | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | Reduced | 500 | 25 | 0.0% | 0.0% | 223 | -31 | -5.84% | Q4 2025 | Feb 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 418 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 393 | 19 | 0.0% | 0.0% | 225 | -64 | -14.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 343 | 17 | 0.01% | — | 228 | +343 | New | Q4 2025 | Jan 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 354 | 17 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 296 | 15 | 0.0% | 0.01% | 229 | -2,199 | -88.14% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 269 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 227 | 11 | 0.01% | 0.01% | 231 | +3 | 1.34% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | No change | 192 | 9 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 165 | 8 | 0.0% | 0.09% | 233 | -67,479 | -99.76% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 163 | 8 | 0.0% | 0.0% | 234 | -655 | -80.07% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 102 | 5 | 0.0% | 0.0% | 237 | -170 | -62.5% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 108 | 5 | 0.0% | — | 236 | +108 | New | Q4 2025 | Jan 29, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 100 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 81 | 4 | 0.0% | 0.0% | 241 | -419 | -83.8% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | No change | 92 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 244 | +1 | 1.61% | Q4 2025 | Feb 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 75 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 43 | 2 | 0.0% | — | 246 | +43 | New | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EPG Wealth Management LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 3.5% | — | -117,930 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -85,690 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.05% | — | -21,083 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -10,085 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,201 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,111 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,964 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,193 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Advocates LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |