INVESCO EXCHANGE-TRADED FUND TRUST - SPGP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 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 | Reduced | 2,074,872 | 236,245 | 0.01% | 0.02% | 1 | -126,231 | -5.73% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,295,252 | 147,477 | 0.04% | 0.05% | 2 | -311,871 | -19.41% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 807,792 | 91,975 | 0.03% | 0.04% | 3 | -309,714 | -27.71% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 752,096 | 85,633 | 0.01% | 0.01% | 4 | -197,962 | -20.84% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 439,630 | 50,056 | 0.16% | 0.17% | 5 | -37,452 | -7.85% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 374,146 | 42,600 | 0.03% | 0.03% | 6 | -680 | -0.18% | Q4 2025 | Feb 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 335,500 | 38,200 | 4.47% | 4.8% | 7 | -9,443 | -2.74% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 241,243 | 27,467 | 0.5% | 0.55% | 8 | -2,269 | -0.93% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 205,414 | 23,388 | 0.03% | 0.03% | 9 | -17,259 | -7.75% | Q4 2025 | Feb 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 193,630 | 22,046 | 17.8% | 19.05% | 10 | +5,843 | 3.11% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 177,198 | 20,176 | 0.0% | — | 11 | +177,198 | New | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 169,779 | 19,331 | 1.44% | 1.45% | 12 | +686 | 0.41% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 161,831 | 18,426 | 0.0% | 0.0% | 13 | -8,270 | -4.86% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 160,929 | 18,323 | 0.01% | 0.02% | 14 | -14,910 | -8.48% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 160,754 | 18,308 | 0.03% | 0.03% | 15 | -34,854 | -17.82% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 136,897 | 15,587 | 0.0% | 0.0% | 16 | -21,811 | -13.74% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 133,109 | 15,155 | 0.02% | 0.02% | 17 | -18,442 | -12.17% | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, LLC | History | Reduced | 132,618 | 15,099 | 1.22% | 1.21% | 18 | -1,200 | -0.9% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 130,199 | 14,824 | 0.01% | 0.01% | 19 | +4,813 | 3.84% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 127,290 | 14,493 | 1.85% | 2.14% | 20 | -15,641 | -10.94% | Q4 2025 | Feb 04, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 126,998 | 14,460 | 4.33% | 4.76% | 21 | -9,680 | -7.08% | Q4 2025 | Feb 06, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 121,827 | 13,871 | 2.81% | 2.78% | 22 | +5,355 | 4.6% | Q4 2025 | Feb 11, 2026 |
| Grange Capital, LLC | History | Added to | 119,715 | 13,630 | 13.08% | 13.03% | 23 | +1,072 | 0.9% | Q4 2025 | Feb 03, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 118,131 | 13,450 | 1.22% | 1.38% | 24 | -10,340 | -8.05% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 116,741 | 13,292 | 0.44% | 0.49% | 25 | -7,521 | -6.05% | Q4 2025 | Feb 03, 2026 |
| Darrow Company, Inc. | History | Added to | 107,900 | 12,285 | 5.52% | 5.62% | 26 | +1,388 | 1.3% | Q4 2025 | Jan 27, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 107,438 | 12,232 | 8.31% | 8.59% | 27 | +1,428 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 102,704 | 11,693 | 0.23% | 0.44% | 28 | -85,212 | -45.35% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 97,649 | 11,118 | 0.01% | 0.01% | 29 | +6,313 | 6.91% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 92,123 | 10,489 | 0.49% | 0.44% | 30 | +3,140 | 3.53% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 90,395 | 10,292 | 0.0% | 0.01% | 31 | -39,605 | -30.47% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 86,892 | 10,226 | 0.01% | 0.02% | 32 | -4,601 | -5.03% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 89,428 | 10,182 | 0.18% | 0.38% | 33 | -61,521 | -40.76% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 85,003 | 9,678 | 0.03% | 0.04% | 34 | -28,314 | -24.99% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 82,498 | 9,393 | 0.02% | 0.03% | 35 | -5,152 | -5.88% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 76,474 | 8,707 | 2.45% | 2.64% | 36 | -2,389 | -3.03% | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 74,590 | 8,492 | 0.67% | 0.85% | 37 | -16,086 | -17.74% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 73,905 | 8,414 | 0.0% | 0.0% | 38 | -8,816 | -10.66% | Q4 2025 | Feb 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 70,042 | 7,974 | 0.51% | 0.55% | 39 | -1,114 | -1.57% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 67,624 | 7,699 | 0.0% | 0.0% | 40 | -2,800 | -3.98% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 64,160 | 7,305 | 0.43% | 0.46% | 41 | -1,006 | -1.54% | Q4 2025 | Feb 10, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 62,520 | 7,118 | 2.91% | 1.5% | 42 | +29,477 | 89.21% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 61,701 | 7,025 | 0.01% | 0.01% | 43 | -6,541 | -9.59% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 58,044 | 6,608 | 0.03% | 0.03% | 44 | -1,645 | -2.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 53,415 | 6,081 | 0.0% | 0.0% | 45 | -26,210 | -32.92% | Q4 2025 | Mar 25, 2026 |
| &PARTNERS | History | Added to | 51,242 | 5,832 | 0.03% | 0.04% | 46 | +2,594 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 50,617 | 5,763 | 0.01% | 0.01% | 47 | -1,528 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 48,852 | 5,562 | 2.59% | 2.67% | 48 | -637 | -1.29% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 47,009 | 5,352 | 0.03% | 0.03% | 49 | +3,998 | 9.3% | Q4 2025 | Jan 29, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 45,741 | 5,207 | 2.27% | 2.18% | 50 | +3,933 | 9.41% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 45,406 | 5,169 | 0.29% | 0.31% | 51 | -1,622 | -3.45% | Q4 2025 | Feb 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 43,765 | 4,983 | 0.64% | 0.42% | 52 | -22,176 | -33.63% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 43,610 | 4,965 | 0.0% | 0.0% | 53 | -2,694 | -5.82% | Q4 2025 | Feb 11, 2026 |
| Hudock, Inc. | History | Reduced | 42,703 | 4,862 | 0.72% | 0.75% | 54 | -797 | -1.83% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 42,607 | 4,851 | 1.55% | 1.64% | 55 | -1,778 | -4.01% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Reduced | 39,091 | 4,450 | 0.01% | 0.01% | 56 | -296 | -0.75% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,583 | 4,393 | 0.02% | 0.02% | 57 | +661 | 1.74% | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Reduced | 37,411 | 4,349 | 0.37% | 0.4% | 58 | -3,088 | -7.62% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 37,671 | 4,289 | 0.02% | — | 59 | +37,671 | New | Q4 2025 | Feb 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 36,870 | 4,198 | 0.54% | 0.58% | 60 | -1,007 | -2.66% | Q4 2025 | Jan 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 35,832 | 4,079 | 0.32% | 0.37% | 61 | -5,401 | -13.1% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 35,511 | 4,043 | 0.01% | 0.01% | 62 | -1,113 | -3.04% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 34,314 | 3,906 | 0.05% | — | 63 | +34,314 | New | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 34,176 | 3,891 | 0.54% | — | 64 | +34,176 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,634 | 3,829 | 0.03% | 0.03% | 65 | +976 | 2.99% | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 33,554 | 3,820 | 1.17% | 1.65% | 66 | -11,796 | -26.01% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,139 | 3,773 | 0.05% | 0.05% | 67 | -1,416 | -4.1% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 32,240 | 3,670 | 0.07% | 0.08% | 68 | -760 | -2.3% | Q4 2025 | Jan 16, 2026 |
| Advyzon Investment Management, LLC | History | New | 30,660 | 3,490 | 0.4% | — | 69 | +30,660 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,756 | 3,388 | 0.07% | 0.08% | 70 | +455 | 1.55% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,436 | 3,351 | 0.05% | 0.04% | 71 | -818 | -2.7% | Q4 2025 | Feb 02, 2026 |
| NWAM LLC | History | Added to | 28,602 | 3,330 | 0.19% | 0.16% | 72 | +2,765 | 10.7% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | New | 29,196 | 3,324 | 0.15% | — | 73 | +29,196 | New | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 28,988 | 3,300 | 0.48% | — | 74 | +28,988 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,781 | 3,277 | 0.01% | 0.02% | 75 | -3,174 | -9.93% | Q4 2025 | Feb 13, 2026 |
| Finward Bancorp | History | Reduced | 28,564 | 3,252 | 2.53% | 2.56% | 76 | -1,113 | -3.75% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 28,163 | 3,206 | 0.12% | 0.12% | 77 | -4,411 | -13.54% | Q4 2025 | Jan 30, 2026 |
| Breakwater Capital Group | History | Reduced | 27,732 | 3,157 | 0.44% | 0.5% | 78 | -1,984 | -6.68% | Q4 2025 | Jan 09, 2026 |
| Guardian Capital, LLC | History | New | 26,674 | 3,037 | 2.72% | — | 79 | +26,674 | New | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 25,690 | 2,925 | 0.01% | — | 80 | +25,690 | New | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 25,506 | 2,904 | 0.9% | 1.5% | 81 | -5,871 | -18.71% | Q4 2025 | Jan 08, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 23,892 | 2,720 | 0.26% | 0.25% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 23,756 | 2,704 | 0.21% | — | 83 | +23,756 | New | Q4 2025 | Jan 23, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 23,389 | 2,663 | 0.64% | 0.72% | 84 | -2,137 | -8.37% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 23,059 | 2,625 | 0.1% | 0.12% | 85 | +1,068 | 4.86% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 22,617 | 2,575 | 0.14% | 0.33% | 86 | -24,736 | -52.24% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,008 | 2,505 | 0.06% | 0.07% | 87 | -615 | -2.72% | Q4 2025 | Jan 28, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 21,016 | 2,392 | 1.68% | 2.09% | 88 | -3,561 | -14.49% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 19,695 | 2,242 | 0.04% | 0.04% | 89 | +2,821 | 16.72% | Q4 2025 | Mar 12, 2026 |
| Baron Financial Group, LLC | History | Reduced | 18,565 | 2,113 | 1.13% | 1.16% | 90 | -45 | -0.24% | Q4 2025 | Jan 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 18,552 | 2,112 | 0.12% | 0.11% | 91 | +164 | 0.89% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 18,092 | 2,060 | 0.16% | 0.14% | 92 | +53 | 0.29% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 17,842 | 2,031 | 0.98% | 1.05% | 93 | -48 | -0.27% | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,308 | 1,970 | 0.07% | 0.02% | 94 | +11,690 | 208.08% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 16,960 | 1,931 | 0.13% | 0.14% | 95 | -921 | -5.15% | Q4 2025 | Jan 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 16,769 | 1,909 | 0.21% | 0.22% | 96 | +29 | 0.17% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,361 | 1,862 | 0.02% | 0.03% | 97 | -422 | -2.51% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | No change | 16,012 | 1,823 | 0.32% | 0.33% | 98 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 15,808 | 1,800 | 0.06% | 0.05% | 99 | +4,391 | 38.46% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,684 | 1,785 | 0.0% | 0.0% | 100 | -10,019 | -38.98% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,222 | 1,733 | 0.08% | 0.09% | 101 | -1,709 | -10.09% | Q4 2025 | Feb 13, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 14,953 | 1,733 | 0.89% | 0.98% | 102 | -592 | -3.81% | Q4 2025 | Jan 27, 2026 |
| CSM Advisors, LLC | History | Reduced | 15,200 | 1,731 | 0.05% | 0.06% | 103 | -2,600 | -14.61% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,094 | 1,718 | 0.02% | 0.02% | 104 | -64 | -0.42% | Q4 2025 | Feb 09, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 14,670 | 1,670 | 0.61% | 0.77% | 105 | -1,726 | -10.53% | Q4 2025 | Feb 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 14,379 | 1,637 | 1.2% | 1.16% | 106 | +1,406 | 10.84% | Q4 2025 | Feb 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 14,185 | 1,615 | 0.27% | 0.35% | 107 | -3,422 | -19.44% | Q4 2025 | Feb 10, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 13,880 | 1,580 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,425 | 1,528 | 0.03% | 0.01% | 109 | +9,545 | 246.01% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 13,410 | 1,526 | 0.17% | 0.17% | 110 | -257 | -1.88% | Q4 2025 | Mar 03, 2026 |
| Inspire Advisors, LLC | History | Reduced | 13,336 | 1,518 | 0.14% | 0.16% | 111 | -1,147 | -7.92% | Q4 2025 | Feb 13, 2026 |
| Planned Solutions, Inc. | History | Reduced | 12,807 | 1,458 | 0.47% | 0.5% | 112 | -114 | -0.88% | Q4 2025 | Jan 28, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 12,341 | 1,405 | 0.59% | 0.53% | 113 | +1,654 | 15.48% | Q4 2025 | Feb 03, 2026 |
| Financial Alternatives, Inc | History | No change | 12,301 | 1,400 | 0.81% | 0.85% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,138 | 1,382 | 0.02% | 0.02% | 115 | +351 | 2.98% | Q4 2025 | Jan 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,980 | 1,377 | 0.09% | — | 116 | +11,980 | New | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,985 | 1,364 | 0.03% | 0.03% | 117 | -2,141 | -15.16% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,733 | 1,335 | 0.0% | 0.0% | 118 | +400 | 3.53% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 11,454 | 1,304 | 0.32% | 0.35% | 119 | -40 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 22,782 | 1,299 | 0.04% | 0.06% | 120 | +2,975 | 15.02% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,397 | 1,297 | 0.03% | 0.04% | 121 | -58 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,135 | 1,267 | 0.01% | 0.01% | 122 | +270 | 2.49% | Q4 2025 | Feb 17, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 11,097 | 1,263 | 0.9% | 1.02% | 123 | +224 | 2.06% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 11,048 | 1,258 | 0.0% | 0.0% | 124 | +1,736 | 18.64% | Q4 2025 | Jan 26, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 10,382 | 1,182 | 0.42% | 0.4% | 125 | -577 | -5.27% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,002 | 1,138 | 0.02% | 0.02% | 126 | -42 | -0.42% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,856 | 1,122 | 0.0% | 0.0% | 127 | +2,512 | 34.2% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,847 | 1,121 | 0.0% | 0.0% | 128 | +4,765 | 93.76% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 9,557 | 1,088 | 0.02% | 0.02% | 129 | +240 | 2.58% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 9,454 | 1,076 | 0.0% | 0.0% | 130 | +162 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,425 | 1,073 | 0.47% | 0.46% | 131 | +530 | 5.96% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,334 | 1,062 | 0.01% | 0.03% | 132 | -35,652 | -79.25% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,315 | 1,060 | 0.01% | 0.01% | 133 | +900 | 10.7% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,047 | 1,030 | 0.02% | 0.02% | 134 | -218 | -2.35% | Q4 2025 | Feb 02, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 9,049 | 1,030 | 0.3% | 0.32% | 135 | +7 | 0.08% | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | History | Reduced | 8,847 | 1,007 | 0.01% | 0.01% | 136 | -172 | -1.91% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,653 | 985 | 0.0% | 0.0% | 137 | -2,655 | -23.48% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,624 | 981 | 0.01% | 0.02% | 138 | +341 | 4.12% | Q4 2025 | Feb 06, 2026 |
| OneAscent Financial Services LLC | History | New | 8,261 | 940 | 0.09% | — | 139 | +8,261 | New | Q4 2025 | Feb 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 8,180 | 931 | 0.64% | 0.77% | 140 | -909 | -10.0% | Q4 2025 | Feb 02, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 8,095 | 921 | 0.07% | 0.07% | 141 | -162 | -1.96% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,816 | 889 | 0.02% | 0.02% | 142 | +1,601 | 25.76% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | Added to | 7,800 | 888 | 0.24% | 0.18% | 143 | +2,057 | 35.82% | Q4 2025 | Jan 28, 2026 |
| Centerpoint Advisory Group | History | Added to | 7,758 | 883 | 0.68% | 0.66% | 144 | +300 | 4.02% | Q4 2025 | Feb 03, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,607 | 866 | 0.06% | 0.07% | 145 | -588 | -7.18% | Q4 2025 | Jan 26, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,564 | 861 | 0.23% | 0.28% | 146 | -1,530 | -16.82% | Q4 2025 | Jan 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,290 | 829 | 0.3% | 0.33% | 147 | -300 | -3.95% | Q4 2025 | Jan 13, 2026 |
| Phraction Management LLC | History | No change | 6,710 | 764 | 0.2% | 0.22% | 148 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,606 | 752 | 0.24% | 0.24% | 149 | +88 | 1.35% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | New | 6,596 | 751 | 0.01% | — | 150 | +6,596 | New | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,458 | 735 | 0.04% | 0.05% | 151 | -122 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 6,798 | 727 | 0.08% | — | 152 | +6,798 | New | Q4 2025 | Mar 24, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 6,393 | 727 | 0.19% | 0.21% | 153 | -187 | -2.84% | Q4 2025 | Jan 27, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 6,241 | 710 | 0.52% | 0.52% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,163 | 701 | 0.01% | 0.0% | 155 | +3,988 | 183.36% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 5,788 | 659 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Reduced | 5,735 | 652 | 0.03% | 0.03% | 157 | -482 | -7.75% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,670 | 645 | 0.0% | 0.0% | 158 | -33 | -0.58% | Q4 2025 | Mar 16, 2026 |
| Investors Research Corp | History | Reduced | 5,586 | 636 | 0.12% | 0.14% | 159 | -1,144 | -17.0% | Q4 2025 | Jan 06, 2026 |
| Bank of New Hampshire | History | New | 5,465 | 622 | 0.14% | — | 160 | +5,465 | New | Q4 2025 | Mar 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,311 | 604 | 0.0% | 0.0% | 161 | -1,282 | -19.44% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 5,058 | 575 | 0.0% | 0.0% | 162 | +3,769 | 292.4% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 4,960 | 564 | 0.36% | 0.37% | 163 | +55 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,772 | 543 | 0.06% | 0.06% | 164 | +3 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,712 | 536 | 0.03% | 0.02% | 165 | +929 | 24.56% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 4,715 | 536 | 0.03% | 0.02% | 166 | -487 | -9.36% | Q4 2025 | Jan 27, 2026 |
| Integras Partners LLC | History | Reduced | 4,702 | 535 | 0.43% | 0.45% | 167 | -212 | -4.31% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,602 | 524 | 0.19% | 0.18% | 168 | +214 | 4.88% | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | Reduced | 4,602 | 523 | 0.1% | 0.11% | 169 | -37 | -0.8% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,543 | 517 | 0.01% | 0.01% | 170 | +8 | 0.18% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,472 | 509 | 0.03% | 0.04% | 171 | -200 | -4.28% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 4,379 | 498 | 0.0% | 0.0% | 172 | -410 | -8.56% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,319 | 491 | 0.0% | 0.0% | 173 | +29 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 4,295 | 489 | 0.11% | 0.13% | 174 | -524 | -10.87% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 4,284 | 487 | 0.15% | 0.17% | 176 | -489 | -10.25% | Q4 2025 | Jan 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,280 | 487 | 0.01% | 0.01% | 177 | -347 | -7.5% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,281 | 487 | 0.0% | 0.0% | 175 | +134 | 3.23% | Q4 2025 | Feb 18, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 4,182 | 476 | 0.06% | 0.05% | 178 | +168 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 4,094 | 465 | 0.11% | 0.35% | 179 | -7,442 | -64.51% | Q4 2025 | Feb 24, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,067 | 463 | 0.08% | 0.09% | 180 | -329 | -7.48% | Q4 2025 | Jan 07, 2026 |
| Redwood Family Wealth LLC | History | New | 4,001 | 455 | 0.45% | — | 183 | +4,001 | New | Q4 2025 | Mar 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,000 | 455 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | No change | 4,003 | 455 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | No change | 3,869 | 440 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,865 | 439 | 0.01% | 0.01% | 185 | -147 | -3.66% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,848 | 438 | 0.09% | 0.15% | 186 | -179 | -4.44% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,758 | 427 | 0.0% | 0.0% | 187 | +1,245 | 49.54% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,676 | 418 | 0.01% | 0.06% | 188 | -9,054 | -71.12% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,575 | 407 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,519 | 400 | 0.06% | 0.08% | 190 | -1,238 | -26.02% | Q4 2025 | Feb 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,480 | 396 | 0.02% | — | 191 | +3,480 | New | Q4 2025 | Jan 29, 2026 |
| Fairscale Capital, LLC | History | Reduced | 3,461 | 394 | 0.26% | 0.29% | 192 | -263 | -7.06% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,448 | 392 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 3,420 | 389 | 0.11% | 0.12% | 194 | -18 | -0.52% | Q4 2025 | Jan 21, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,362 | 386 | 0.04% | 0.04% | 195 | +48 | 1.45% | Q4 2025 | Feb 17, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,348 | 381 | 0.28% | 0.29% | 196 | +7 | 0.21% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,345 | 380 | 0.02% | 0.02% | 197 | -450 | -11.86% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,342 | 380 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 3,230 | 367 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Claris Financial LLC | History | New | 3,185 | 362 | 0.19% | — | 200 | +3,185 | New | Q4 2025 | Feb 19, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 3,173 | 361 | 0.02% | 0.04% | 201 | -3,471 | -52.24% | Q4 2025 | Jan 29, 2026 |
| Verum Partners LLC | History | Added to | 3,054 | 347 | 0.07% | 0.07% | 202 | +5 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 3,025 | 344 | 0.02% | 0.02% | 203 | -67 | -2.17% | Q4 2025 | Feb 10, 2026 |
| Santori & Peters, Inc. | History | Reduced | 2,990 | 340 | 0.12% | 0.13% | 204 | -259 | -7.97% | Q4 2025 | Jan 15, 2026 |
| ATX Financial Planning, LLC | History | New | 2,979 | 339 | 0.26% | — | 205 | +2,979 | New | Q4 2025 | Feb 19, 2026 |
| BIP Wealth, LLC | History | New | 2,965 | 337 | 0.01% | — | 206 | +2,965 | New | Q4 2025 | Jan 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,916 | 332 | 0.01% | 0.01% | 207 | +25 | 0.86% | Q4 2025 | Jan 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 2,877 | 329 | 0.43% | 0.5% | 208 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 2,829 | 322 | 0.23% | 0.27% | 209 | -167 | -5.57% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | New | 2,758 | 314 | 0.01% | — | 210 | +2,758 | New | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,726 | 310 | 0.03% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,713 | 308 | 0.0% | 0.0% | 212 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | New | 2,699 | 307 | 0.0% | — | 213 | +2,699 | New | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | No change | 2,700 | 307 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,692 | 306 | 0.02% | 0.05% | 215 | -3,099 | -53.51% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,671 | 304 | 0.0% | 0.01% | 216 | -162 | -5.72% | Q4 2025 | Jan 29, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,645 | 301 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,642 | 300 | 0.01% | 0.01% | 218 | -61 | -2.26% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Reduced | 2,557 | 293 | 0.0% | 0.01% | 219 | -1,337 | -34.33% | Q4 2025 | Jan 23, 2026 |
| Bawa N Mallick Trust | History | No change | 2,500 | 284 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 2,487 | 283 | 0.07% | 0.08% | 221 | +100 | 4.19% | Q4 2025 | Jan 26, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,464 | 280 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,346 | 267 | 0.15% | 0.15% | 223 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sankala Group LLC | History | New | 2,314 | 266 | 0.21% | — | 224 | +2,314 | New | Q4 2025 | Mar 02, 2026 |
| CAP Partners, LLC | History | Reduced | 2,327 | 264 | 0.15% | 0.15% | 225 | -1 | -0.04% | Q4 2025 | Feb 04, 2026 |
| Cadence Bank | History | No change | 2,281 | 259 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | Reduced | 2,267 | 258 | 0.03% | 0.03% | 227 | -123 | -5.15% | Q4 2025 | Jan 12, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,259 | 257 | 0.12% | 0.12% | 228 | +4 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Tactive Advisors, LLC | History | Added to | 2,254 | 256 | 0.07% | 0.07% | 229 | +165 | 7.9% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,224 | 253 | 0.0% | — | 231 | +2,224 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,230 | 253 | 0.08% | 0.08% | 230 | +129 | 6.14% | Q4 2025 | Jan 22, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,221 | 252 | 0.01% | 0.01% | 232 | -326 | -12.8% | Q4 2025 | Jan 22, 2026 |
| Andina Capital Management, LLC | History | Reduced | 2,214 | 252 | 0.15% | 0.15% | 233 | -171 | -7.17% | Q4 2025 | Feb 12, 2026 |
| TAGStone Capital, Inc. | History | New | 2,176 | 247 | 0.09% | — | 234 | +2,176 | New | Q4 2025 | Feb 10, 2026 |
| Wharton Business Group, LLC | History | No change | 2,165 | 246 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,101 | 239 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 2,086 | 237 | 0.13% | 0.14% | 237 | +3 | 0.14% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,074 | 236 | 0.02% | 0.02% | 238 | +4 | 0.19% | Q4 2025 | Feb 20, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 2,069 | 235 | 0.07% | 0.06% | 239 | +3 | 0.15% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | No change | 2,055 | 233 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,014 | 229 | 0.0% | 0.0% | 242 | -50 | -2.42% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,017 | 229 | 0.0% | 0.0% | 241 | -10 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,010 | 228 | 0.05% | 0.05% | 243 | +3 | 0.15% | Q4 2025 | Jan 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 1,976 | 224 | 0.04% | 0.07% | 244 | -1,061 | -34.94% | Q4 2025 | Feb 04, 2026 |
| Detalus Advisors, LLC | History | Added to | 1,963 | 223 | 0.05% | 0.06% | 245 | +1 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,934 | 220 | 0.01% | 0.01% | 246 | +2 | 0.1% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,920 | 218 | 0.01% | 0.01% | 247 | +54 | 2.89% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,900 | 216 | 0.0% | 0.0% | 248 | -8,023 | -80.85% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 1,897 | 215 | 0.03% | 0.03% | 249 | +45 | 2.43% | Q4 2025 | Feb 17, 2026 |
| Nvest Financial, LLC | History | New | 1,870 | 212 | 0.09% | — | 250 | +1,870 | New | Q4 2025 | Feb 10, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 1,797 | 204 | 0.17% | 0.17% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,775 | 202 | 0.01% | 0.01% | 252 | -106 | -5.64% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 1,765 | 200 | 0.01% | — | 253 | +1,765 | New | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,629 | 185 | 0.03% | — | 254 | +1,629 | New | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,528 | 173 | 0.09% | 0.1% | 255 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 1,500 | 170 | 0.15% | — | 256 | +1,500 | New | Q4 2025 | Mar 05, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,399 | 159 | 0.03% | 0.03% | 257 | -15 | -1.06% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,396 | 158 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,190 | 135 | 0.01% | 0.02% | 259 | -908 | -43.28% | Q4 2025 | Jan 08, 2026 |
| Capital Analysts, LLC | History | No change | 1,135 | 129 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,120 | 127 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| eCIO, Inc. | History | New | 952 | 108 | 0.05% | — | 262 | +952 | New | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 935 | 106 | 0.0% | 0.0% | 263 | +135 | 16.88% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 928 | 105 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 880 | 100 | 0.0% | 0.0% | 265 | -518 | -37.05% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 866 | 98 | 0.0% | 0.0% | 266 | -985 | -53.21% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 830 | 94 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 758 | 86 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 730 | 83 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 704 | 80 | 0.0% | 0.0% | 270 | -159 | -18.42% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 683 | 77 | 0.02% | — | 271 | +683 | New | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 508 | 58 | 0.0% | 0.01% | 273 | -212 | -29.44% | Q4 2025 | Feb 13, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 514 | 58 | 0.03% | 0.03% | 272 | +1 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 506 | 57 | 0.0% | — | 274 | +506 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 435 | 49 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 407 | 46 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 376 | 42 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 375 | 42 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GGM Financials LLC | History | Added to | 367 | 41 | 0.02% | 0.02% | 279 | +1 | 0.27% | Q4 2025 | Feb 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 334 | 38 | 0.02% | — | 280 | +334 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 313 | 35 | 0.01% | 0.01% | 281 | +1 | 0.32% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | No change | 295 | 33 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 281 | 31 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 264 | 30 | 0.0% | 0.0% | 284 | -150 | -36.23% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 250 | 28 | 0.0% | 0.0% | 285 | -67 | -21.14% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Added to | 228 | 26 | 0.01% | 0.0% | 286 | +1 | 0.44% | Q4 2025 | Jan 12, 2026 |
| GAMMA Investing LLC | History | No change | 237 | 26 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 216 | 24 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | No change | 203 | 23 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 180 | 20 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | New | 151 | 17 | 0.0% | — | 291 | +151 | New | Q4 2025 | Feb 11, 2026 |
| Copia Wealth Management | History | No change | 155 | 17 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | New | 135 | 15 | 0.0% | — | 293 | +135 | New | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 140 | 15 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Biltmore Family Office, LLC | History | No change | 136 | 15 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 134 | 15 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 118 | 13 | 0.01% | — | 297 | +118 | New | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | No change | 109 | 12 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 101 | 11 | 0.01% | — | 301 | +101 | New | Q4 2025 | Feb 12, 2026 |
| Davis Capital Management | History | Added to | 104 | 11 | 0.01% | 0.01% | 299 | +1 | 0.97% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 93 | 10 | 0.0% | — | 303 | +93 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 90 | 10 | 0.0% | — | 302 | +90 | New | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 93 | 10 | 0.0% | 0.0% | 304 | +51 | 121.43% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 81 | 9 | 0.01% | — | 307 | +81 | New | Q4 2025 | Feb 18, 2026 |
| Tidemark, LLC | History | Reduced | 83 | 9 | 0.0% | 0.0% | 306 | -73 | -46.79% | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | No change | 78 | 8 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 6 | 0.0% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 38 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 314 | -34 | -59.65% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 25 | 2 | 0.0% | — | 311 | +25 | New | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 2 | 0.0% | — | 315 | +19 | New | Q4 2025 | Feb 09, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Evolution Advisers, Inc. | History | No change | 18 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | New | 15 | 1 | 0.0% | — | 316 | +15 | New | Q4 2025 | Feb 02, 2026 |
| EPG Wealth Management LLC | History | New | 10 | 1 | 0.0% | — | 317 | +10 | New | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,299 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,450 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -4,681 | -100.0% | Q3 2025 | Nov 17, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,359 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,448 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,750 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ADAPT WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,073 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Oder Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,970 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,830 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -939 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -278 | -99.29% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Star Investment Management Corp. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |