Invesco Exchange-Traded Fund Trust II - SPHD
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 | Reduced | 2,186,635 | 104,958 | 0.01% | 0.01% | 1 | -423,376 | -16.22% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,100,362 | 100,817 | 0.03% | 0.03% | 2 | -142,041 | -6.33% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,285,422 | 61,700 | 0.0% | 0.0% | 3 | +110,060 | 9.36% | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 2,740 | 57,087 | 1.03% | 0.4% | 4 | -53,863 | -95.16% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 914,811 | 43,910 | 0.08% | 0.09% | 5 | -13,885 | -1.5% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 684,950 | 32,877 | 0.01% | 0.01% | 6 | -22,627 | -3.2% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 669,538 | 32,139 | 0.01% | — | 7 | +669,538 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 658,909 | 31,627 | 0.01% | 0.01% | 8 | -57,108 | -7.98% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 643,258 | 30,876 | 0.01% | 0.01% | 9 | +12,629 | 2.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 627,025 | 30,097 | 0.03% | 0.01% | 10 | +378,620 | 152.42% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 514,196 | 24,681 | 0.0% | 0.0% | 11 | -892 | -0.17% | Q4 2025 | Jan 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 464,972 | 22,318 | 0.81% | 0.83% | 12 | +17,598 | 3.93% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 343,024 | 16,431 | 0.0% | 0.0% | 13 | +12,813 | 3.88% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 323,589 | 15,532 | 0.07% | 0.06% | 14 | +91,619 | 39.5% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 277,979 | 13,342 | 0.0% | 0.0% | 15 | -23,350 | -7.75% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 275,375 | 13,218 | 0.0% | 0.0% | 16 | -69,837 | -20.23% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 266,921 | 12,812 | 0.0% | 0.01% | 17 | -15,728 | -5.56% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 258,679 | 12,416 | 0.01% | 0.02% | 18 | -6,085 | -2.3% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 247,723 | 11,890 | 0.02% | 0.02% | 19 | -28,256 | -10.24% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 236,566 | 11,355 | 0.03% | 0.0% | 20 | +231,530 | 4597.5% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 210,889 | 10,122 | 0.01% | 0.01% | 21 | -1,522 | -0.72% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 209,457 | 10,055 | 0.01% | 0.01% | 22 | +8,219 | 4.08% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 200,258 | 9,612 | 0.03% | 0.03% | 23 | +3,710 | 1.89% | Q4 2025 | Feb 05, 2026 |
| XML Financial, LLC | History | Added to | 200,001 | 9,600 | 0.78% | 0.8% | 24 | +1,689 | 0.85% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 199,494 | 9,575 | 0.0% | 0.0% | 25 | -3,551 | -1.75% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 187,937 | 9,020 | 0.04% | — | 26 | +187,937 | New | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 185,506 | 8,946 | 1.39% | — | 27 | +185,506 | New | Q4 2025 | Jan 05, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 180,649 | 8,702 | 11.77% | 12.25% | 28 | -12,656 | -6.55% | Q4 2025 | Jan 26, 2026 |
| Leelyn Smith, LLC | History | Added to | 168,796 | 8,102 | 1.17% | 1.23% | 29 | +3,316 | 2.0% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 167,532 | 8,042 | 0.02% | 0.02% | 30 | +4,339 | 2.66% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 140,194 | 6,768 | 0.01% | 0.01% | 31 | +57,564 | 69.66% | Q4 2025 | Jan 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 140,236 | 6,731 | 0.22% | 0.02% | 32 | +128,786 | 1124.77% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 139,432 | 6,692 | 0.05% | 0.11% | 33 | -167,410 | -54.56% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 137,932 | 6,620 | 0.04% | 0.03% | 34 | +48,726 | 54.62% | Q4 2025 | Jan 29, 2026 |
| Northside Capital Management, LLC | History | No change | 132,885 | 6,378 | 0.55% | 0.6% | 35 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 126,337 | 6,352 | 1.07% | 1.01% | 36 | +2,622 | 2.12% | Q4 2025 | Feb 06, 2026 |
| Fusion Capital, LLC | History | Added to | 127,547 | 6,122 | 1.72% | 1.72% | 37 | +2,502 | 2.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 120,825 | 5,799 | 0.02% | 0.03% | 38 | +1,382 | 1.16% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 118,924 | 5,708 | 0.07% | 0.08% | 39 | -21,372 | -15.23% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 116,612 | 5,597 | 0.01% | 0.01% | 40 | -11,709 | -9.12% | Q4 2025 | Feb 02, 2026 |
| Jump Financial, LLC | History | New | 98,558 | 4,730 | 0.06% | — | 41 | +98,558 | New | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Added to | 95,525 | 4,585 | 1.09% | 1.17% | 42 | +1,275 | 1.35% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 91,054 | 4,370 | 0.11% | 0.11% | 43 | -2,513 | -2.69% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 89,603 | 4,300 | 0.06% | 0.06% | 44 | -4,810 | -5.09% | Q4 2025 | Feb 02, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 85,400 | 4,099 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 83,197 | 3,993 | 0.0% | 0.0% | 46 | -1,211 | -1.43% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 79,385 | 3,810 | 0.12% | 0.13% | 47 | -11 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 75,668 | 3,632 | 0.26% | 0.29% | 48 | +1,004 | 1.34% | Q4 2025 | Jan 21, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 75,628 | 3,630 | 0.21% | 0.23% | 49 | -3,932 | -4.94% | Q4 2025 | Feb 03, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 74,635 | 3,582 | 2.36% | 2.41% | 50 | +2,210 | 3.05% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,936 | 3,548 | 0.0% | 0.0% | 51 | +50,362 | 213.63% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 73,206 | 3,514 | 0.21% | 0.22% | 52 | +2,175 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 68,037 | 3,266 | 3.21% | — | 53 | +68,037 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 64,753 | 3,108 | 0.08% | 0.12% | 54 | -27,858 | -30.08% | Q4 2025 | Jan 28, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 64,351 | 3,088 | 0.13% | 0.12% | 55 | +4,106 | 6.82% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 62,357 | 2,993 | 0.0% | 0.0% | 56 | +36,175 | 138.17% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 60,343 | 2,896 | 0.05% | 0.03% | 57 | +29,765 | 97.34% | Q4 2025 | Feb 19, 2026 |
| David Kennon Inc | History | Reduced | 58,344 | 2,800 | 1.0% | 1.07% | 58 | -1,720 | -2.86% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 57,890 | 2,778 | 1.39% | 1.46% | 59 | +262 | 0.45% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 57,570 | 2,763 | 0.01% | 0.01% | 60 | -5,374 | -8.54% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 54,816 | 2,631 | 0.0% | 0.0% | 61 | +25 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,266 | 2,604 | 0.01% | 0.01% | 62 | -1,450 | -2.6% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 53,241 | 2,555 | 0.0% | 0.0% | 63 | +1,161 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 50,327 | 2,415 | 2.28% | 2.72% | 64 | -13,897 | -21.64% | Q4 2025 | Jan 07, 2026 |
| WJ Financial Advisors LLC | History | Added to | 49,543 | 2,378 | 2.12% | 1.97% | 65 | +8,499 | 20.71% | Q4 2025 | Feb 02, 2026 |
| Advocate Investing Services LLC | History | New | 48,027 | 2,305 | 2.06% | — | 66 | +48,027 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 47,271 | 2,269 | 0.04% | — | 67 | +47,271 | New | Q4 2025 | Mar 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,404 | 2,179 | 0.01% | 0.01% | 68 | +12,915 | 39.75% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 45,232 | 2,171 | 0.0% | 0.0% | 69 | +39,731 | 722.25% | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Reduced | 44,430 | 2,132 | 1.16% | 1.43% | 70 | -3,748 | -7.78% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 43,827 | 2,103 | 0.0% | 0.0% | 71 | +106 | 0.24% | Q4 2025 | Feb 18, 2026 |
| Curran Financial Partners, LLC | History | Added to | 43,724 | 2,098 | 0.4% | 0.37% | 72 | +6,089 | 16.18% | Q4 2025 | Jan 22, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 43,677 | 2,096 | 0.15% | 0.16% | 73 | -1,196 | -2.67% | Q4 2025 | Feb 04, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 41,840 | 2,008 | 0.32% | 0.36% | 74 | -143 | -0.34% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 38,963 | 1,870 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 38,024 | 1,825 | 0.02% | 0.04% | 76 | -31,072 | -44.97% | Q4 2025 | Feb 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 37,810 | 1,814 | 0.12% | 0.12% | 77 | +2,346 | 6.62% | Q4 2025 | Jan 27, 2026 |
| VIAWEALTH, LLC | History | Added to | 37,039 | 1,777 | 1.0% | 0.69% | 78 | +11,410 | 44.52% | Q4 2025 | Feb 10, 2026 |
| Winter & Associates, Inc. | History | New | 35,629 | 1,710 | 1.58% | — | 79 | +35,629 | New | Q4 2025 | Feb 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 35,468 | 1,702 | 0.7% | — | 80 | +35,468 | New | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 35,421 | 1,700 | 0.01% | 0.04% | 81 | -52,552 | -59.74% | Q4 2025 | Feb 17, 2026 |
| Park Edge Advisors, LLC | History | Added to | 34,318 | 1,647 | 0.37% | 0.36% | 82 | +2,409 | 7.55% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 32,922 | 1,580 | 0.0% | 0.0% | 83 | -190 | -0.57% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 32,171 | 1,544 | 0.04% | 0.05% | 84 | -3,792 | -10.54% | Q4 2025 | Jan 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,552 | 1,514 | 0.03% | 0.04% | 85 | +1,717 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Colonial River Investments, LLC | History | Added to | 30,901 | 1,483 | 0.53% | 0.56% | 86 | +201 | 0.65% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,141 | 1,446 | 0.02% | 0.02% | 87 | -2,119 | -6.57% | Q4 2025 | Jan 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 29,699 | 1,425 | 0.25% | 0.29% | 88 | -474 | -1.57% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 29,951 | 1,419 | 0.03% | 0.03% | 89 | -104 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,067 | 1,347 | 0.0% | 0.0% | 90 | +1,624 | 6.14% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,835 | 1,336 | 0.0% | 0.0% | 91 | +395 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 27,517 | 1,320 | 0.12% | 0.12% | 92 | +1,814 | 7.06% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 27,187 | 1,304 | 0.16% | 0.18% | 93 | -805 | -2.88% | Q4 2025 | Jan 22, 2026 |
| RDA Financial Network | History | Added to | 26,872 | 1,289 | 0.31% | 0.33% | 94 | +150 | 0.56% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,307 | 1,262 | 0.01% | 0.01% | 95 | +603 | 2.35% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 25,927 | 1,244 | 0.11% | 0.15% | 96 | -8,744 | -25.22% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 25,700 | 1,239 | 0.0% | 0.0% | 98 | +5,000 | 24.15% | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Reduced | 25,831 | 1,239 | 0.0% | 0.0% | 97 | -927 | -3.46% | Q4 2025 | Feb 19, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 25,103 | 1,204 | 0.02% | 0.03% | 99 | -437 | -1.71% | Q4 2025 | Jan 16, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 24,582 | 1,179 | 0.17% | 0.19% | 100 | +3 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,693 | 1,137 | 0.01% | 0.02% | 101 | -2,113 | -8.19% | Q4 2025 | Jan 29, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 22,246 | 1,067 | 0.06% | 0.08% | 102 | -6,379 | -22.28% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 21,160 | 1,015 | 0.02% | 0.02% | 103 | -3,170 | -13.03% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 20,440 | 981 | 0.11% | 0.14% | 104 | -876 | -4.11% | Q4 2025 | Jan 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,259 | 972 | 0.01% | 0.01% | 105 | +740 | 3.79% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,240 | 971 | 0.04% | 0.04% | 106 | +4,042 | 24.95% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,900 | 955 | 0.0% | 0.05% | 107 | -674,700 | -97.14% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 19,638 | 942 | 0.44% | 0.43% | 108 | +379 | 1.97% | Q4 2025 | Jan 15, 2026 |
| Patten Group, Inc. | History | Reduced | 19,409 | 931 | 0.17% | 0.25% | 109 | -6,102 | -23.92% | Q4 2025 | Jan 23, 2026 |
| McLean Asset Management Corp | History | Reduced | 18,821 | 929 | 0.17% | 0.2% | 110 | -832 | -4.23% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Added to | 18,482 | 887 | 0.01% | 0.01% | 111 | +2,315 | 14.32% | Q4 2025 | Feb 02, 2026 |
| Code Waechter LLC | History | No change | 18,361 | 881 | 0.57% | 0.58% | 112 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18,059 | 866 | 0.06% | 0.06% | 113 | +1,523 | 9.21% | Q4 2025 | Feb 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 17,882 | 858 | 0.12% | 0.06% | 114 | +9,268 | 107.59% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 17,857 | 857 | 0.06% | 0.06% | 115 | +3,957 | 28.47% | Q4 2025 | Feb 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 17,622 | 845 | 0.01% | 0.01% | 116 | +3,810 | 27.58% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,394 | 834 | 0.03% | 0.03% | 117 | +1,914 | 12.36% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 16,875 | 810 | 0.01% | — | 118 | +16,875 | New | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 16,548 | 794 | 0.05% | 0.05% | 119 | +163 | 0.99% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,480 | 791 | 0.01% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 16,354 | 784 | 0.03% | 0.04% | 121 | -4,829 | -22.8% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 15,999 | 767 | 0.03% | 0.03% | 122 | +920 | 6.1% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,913 | 763 | 0.01% | 0.02% | 123 | +150 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 15,819 | 759 | 0.04% | 0.04% | 124 | -209 | -1.3% | Q4 2025 | Feb 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 15,800 | 758 | 0.42% | — | 125 | +15,800 | New | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 15,294 | 734 | 0.13% | 0.14% | 126 | +6 | 0.04% | Q4 2025 | Jan 06, 2026 |
| Sigma Planning Corp | History | Reduced | 14,772 | 709 | 0.02% | 0.02% | 127 | -753 | -4.85% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,635 | 702 | 0.02% | 0.02% | 128 | -2,665 | -15.4% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 14,608 | 701 | 1.49% | 1.61% | 129 | -644 | -4.22% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,593 | 700 | 0.05% | 0.05% | 130 | +2,697 | 22.67% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,315 | 687 | 0.04% | 0.05% | 131 | -275 | -1.88% | Q4 2025 | Jan 23, 2026 |
| Curbstone Financial Management Corp | History | No change | 14,000 | 672 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,993 | 671 | 0.07% | 0.08% | 133 | -18 | -0.13% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 13,629 | 654 | 0.17% | 0.18% | 134 | -55 | -0.4% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,572 | 651 | 0.01% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,515 | 648 | 0.07% | 0.08% | 136 | -528 | -3.76% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,955 | 621 | 0.0% | 0.0% | 137 | +397 | 3.16% | Q4 2025 | Feb 06, 2026 |
| SFMG, LLC | History | Reduced | 12,872 | 617 | 0.04% | 0.06% | 138 | -4,139 | -24.33% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,661 | 607 | 0.03% | 0.01% | 139 | +8,265 | 188.01% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,601 | 604 | 0.01% | 0.01% | 140 | +1,136 | 9.91% | Q4 2025 | Jan 23, 2026 |
| Eagle Strategies LLC | History | Added to | 12,558 | 602 | 0.08% | 0.05% | 141 | +4,367 | 53.31% | Q4 2025 | Jan 23, 2026 |
| Magnus Financial Group LLC | History | No change | 12,241 | 587 | 0.04% | 0.05% | 142 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PFG Investments, LLC | History | Added to | 12,179 | 584 | 0.03% | 0.03% | 143 | +451 | 3.85% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Reduced | 11,966 | 574 | 0.0% | 0.01% | 144 | -6,844 | -36.38% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,930 | 572 | 0.01% | 0.01% | 145 | -439 | -3.55% | Q4 2025 | Feb 09, 2026 |
| RVW Wealth, LLC | History | No change | 11,920 | 572 | 0.04% | 0.05% | 146 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Daiwa Securities Group Inc. | History | No change | 11,700 | 562 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Added to | 11,650 | 559 | 0.19% | 0.18% | 148 | +650 | 5.91% | Q4 2025 | Mar 31, 2026 |
| &PARTNERS | History | Added to | 11,531 | 553 | 0.0% | 0.0% | 149 | +197 | 1.74% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 11,300 | 545 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Added to | 11,327 | 543 | 0.02% | 0.02% | 151 | +144 | 1.29% | Q4 2025 | Feb 19, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,239 | 539 | 0.0% | 0.0% | 152 | +407 | 3.76% | Q4 2025 | Jan 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 10,284 | 530 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Added to | 10,577 | 507 | 0.07% | 0.08% | 154 | +1,328 | 14.36% | Q4 2025 | Jan 22, 2026 |
| Pathstone Holdings, LLC | History | New | 10,431 | 500 | 0.0% | — | 156 | +10,431 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 10,431 | 500 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,340 | 496 | 0.01% | 0.02% | 157 | +69 | 0.67% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 10,328 | 495 | 0.02% | 0.02% | 158 | -1,539 | -12.97% | Q4 2025 | Jan 14, 2026 |
| Regal Investment Advisors LLC | History | New | 10,129 | 486 | 0.03% | — | 159 | +10,129 | New | Q4 2025 | Feb 17, 2026 |
| TLS Advisors LLC | History | Added to | 250,185 | 463 | 1.21% | 1.1% | 161 | +242,533 | 3169.54% | Q4 2025 | Feb 04, 2026 |
| WBH ADVISORY INC | History | No change | 9,663 | 463 | 0.03% | 0.04% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,601 | 460 | 0.03% | 0.03% | 162 | +218 | 2.32% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 9,518 | 452 | 0.01% | 0.02% | 163 | -61 | -0.64% | Q4 2025 | Jan 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 9,300 | 446 | 0.06% | 0.08% | 164 | -500 | -5.1% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,202 | 441 | 0.0% | 0.0% | 165 | -695 | -7.02% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,000 | 432 | 0.0% | 0.0% | 167 | -1,202 | -11.78% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,016 | 432 | 0.03% | 0.02% | 166 | +4 | 0.04% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 8,950 | 429 | 0.11% | 0.11% | 168 | +650 | 7.83% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 8,927 | 428 | 0.07% | — | 169 | +8,927 | New | Q4 2025 | Feb 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 8,907 | 427 | 0.1% | 0.1% | 170 | -279 | -3.04% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,839 | 424 | 0.01% | — | 171 | +8,839 | New | Q4 2025 | Feb 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 8,796 | 422 | 0.27% | 0.32% | 172 | -3,007 | -25.48% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,678 | 416 | 0.05% | 0.13% | 173 | -10,856 | -55.57% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,649 | 415 | 0.02% | 0.04% | 174 | +873 | 11.23% | Q4 2025 | Feb 17, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 8,389 | 402 | 0.18% | 0.18% | 175 | +274 | 3.38% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 8,372 | 401 | 0.0% | 0.0% | 176 | -368 | -4.21% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8,279 | 397 | 0.34% | — | 177 | +8,279 | New | Q4 2025 | Feb 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | New | 8,250 | 396 | 0.04% | — | 178 | +8,250 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 8,176 | 392 | 0.02% | 0.02% | 179 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,887 | 390 | 0.03% | 0.04% | 182 | -2,432 | -23.57% | Q4 2025 | Jan 20, 2026 |
| Quartz Partners, LLC | History | Reduced | 8,131 | 390 | 0.15% | 0.15% | 180 | -393 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 8,136 | 390 | 0.13% | 0.13% | 181 | +111 | 1.38% | Q4 2025 | Jan 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,022 | 385 | 0.01% | 0.01% | 183 | -1,325 | -14.18% | Q4 2025 | Jan 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,999 | 383 | 0.0% | 0.0% | 184 | +1,951 | 32.26% | Q4 2025 | Jan 29, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 380 | 0.16% | 0.16% | 185 | -7,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNIVEST FINANCIAL Corp | History | Reduced | 7,859 | 377 | 0.02% | 0.02% | 186 | -315 | -3.85% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 7,587 | 364 | 0.0% | 0.0% | 187 | -115 | -1.49% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,571 | 363 | 0.0% | — | 188 | +7,571 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 7,540 | 361 | 0.04% | 0.04% | 189 | +90 | 1.21% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,495 | 359 | 0.03% | 0.03% | 190 | -142 | -1.86% | Q4 2025 | Jan 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 7,439 | 357 | 0.0% | 0.0% | 191 | +102 | 1.39% | Q4 2025 | Feb 02, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 6,917 | 332 | 0.17% | 0.18% | 192 | +277 | 4.17% | Q4 2025 | Jan 29, 2026 |
| Finward Bancorp | History | Reduced | 6,721 | 322 | 0.25% | 0.28% | 193 | -826 | -10.94% | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | New | 6,658 | 319 | 0.03% | — | 194 | +6,658 | New | Q4 2025 | Jan 22, 2026 |
| NCM Capital Management, LLC | History | Added to | 6,569 | 315 | 0.12% | 0.12% | 195 | +67 | 1.03% | Q4 2025 | Mar 02, 2026 |
| Quantinno Capital Management LP | History | New | 6,469 | 310 | 0.0% | — | 196 | +6,469 | New | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,242 | 299 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,048 | 290 | 0.03% | 0.03% | 198 | +1,046 | 20.91% | Q4 2025 | Feb 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 6,000 | 288 | 0.02% | — | 200 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 6,000 | 288 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 5,991 | 287 | 0.0% | 0.0% | 201 | -437 | -6.8% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | No change | 5,991 | 287 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 5,963 | 286 | 0.14% | 0.15% | 203 | +600 | 11.19% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,934 | 284 | 0.02% | 0.02% | 204 | +111 | 1.91% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,871 | 281 | 0.01% | 0.01% | 205 | +71 | 1.22% | Q4 2025 | Jan 12, 2026 |
| KLCM Advisors, Inc. | History | New | 5,810 | 278 | 0.02% | — | 206 | +5,810 | New | Q4 2025 | Feb 04, 2026 |
| DRW Securities, LLC | History | New | 5,766 | 276 | 0.01% | — | 207 | +5,766 | New | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,745 | 275 | 0.03% | 0.03% | 208 | -9 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,709 | 274 | 0.06% | 0.07% | 209 | -243 | -4.08% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,547 | 266 | 0.0% | 0.0% | 210 | -82 | -1.46% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 5,508 | 264 | 0.01% | 0.01% | 211 | +65 | 1.19% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,457 | 261 | 0.0% | 0.0% | 212 | +1,043 | 23.63% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,426 | 260 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 5,385 | 258 | 0.09% | 0.1% | 214 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,286 | 253 | 0.01% | 0.01% | 215 | -7 | -0.13% | Q4 2025 | Feb 03, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 5,147 | 247 | 0.02% | 0.02% | 216 | -103 | -1.96% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 4,956 | 237 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 4,930 | 236 | 0.11% | 0.13% | 218 | -450 | -8.36% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,886 | 234 | 0.01% | 0.03% | 219 | -3,806 | -43.79% | Q4 2025 | Feb 04, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 4,877 | 231 | 0.02% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 4,800 | 230 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arta Finance Wealth Management LLC | History | New | 4,782 | 229 | 0.12% | — | 222 | +4,782 | New | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,692 | 225 | 0.0% | 0.0% | 223 | +968 | 25.99% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | New | 4,672 | 224 | 0.0% | — | 224 | +4,672 | New | Q4 2025 | Feb 17, 2026 |
| TrustBank | History | New | 4,590 | 220 | 0.09% | — | 225 | +4,590 | New | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 4,553 | 218 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORG Partners LLC | History | No change | 4,500 | 216 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 4,429 | 212 | 0.06% | 0.06% | 228 | -42 | -0.94% | Q4 2025 | Jan 26, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 4,160 | 209 | 0.08% | 0.09% | 229 | -677 | -14.0% | Q4 2025 | Feb 05, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,340 | 208 | 0.03% | 0.04% | 230 | -21 | -0.48% | Q4 2025 | Feb 11, 2026 |
| Taylor Securities Services, Inc. | History | New | 4,290 | 205 | 0.09% | — | 231 | +4,290 | New | Q4 2025 | Mar 05, 2026 |
| Summit Financial, LLC | History | Added to | 4,263 | 204 | 0.0% | 0.0% | 232 | +24 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,240 | 203 | 0.0% | 0.0% | 233 | -2,104 | -33.17% | Q4 2025 | Feb 09, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,222 | 202 | 0.06% | 0.07% | 235 | +48 | 1.15% | Q4 2025 | Jan 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,211 | 202 | 0.01% | 0.01% | 234 | -20 | -0.47% | Q4 2025 | Feb 04, 2026 |
| Copia Wealth Management | History | Reduced | 4,202 | 201 | 0.14% | 0.2% | 237 | -1,244 | -22.84% | Q4 2025 | Feb 06, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 4,194 | 201 | 0.09% | 0.1% | 236 | +15 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Heritage Trust Co | History | No change | 4,180 | 200 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,938 | 189 | 0.01% | 0.02% | 239 | +273 | 7.45% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,781 | 181 | 0.0% | — | 240 | +3,781 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,632 | 174 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,611 | 173 | 0.0% | 0.0% | 242 | +19 | 0.53% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,250 | 156 | 0.0% | 0.0% | 243 | +445 | 15.86% | Q4 2025 | Feb 09, 2026 |
| Olistico Wealth, LLC | History | New | 3,161 | 151 | 0.07% | — | 245 | +3,161 | New | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,163 | 151 | 0.0% | 0.0% | 244 | -1,732 | -35.38% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 2,898 | 139 | 0.0% | — | 246 | +2,898 | New | Q4 2025 | Feb 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,573 | 123 | 0.35% | 0.36% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 2,565 | 123 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,266 | 108 | 0.0% | 0.0% | 249 | -265 | -10.47% | Q4 2025 | Feb 02, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,152 | 103 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HHM Wealth Advisors, LLC | History | New | 2,065 | 99 | 0.01% | — | 252 | +2,065 | New | Q4 2025 | Jan 22, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,063 | 99 | 0.01% | 0.01% | 251 | +6 | 0.29% | Q4 2025 | Jan 21, 2026 |
| IFS Advisors, LLC | History | No change | 2,072 | 99 | 0.05% | 0.06% | 253 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TSFG, LLC | History | No change | 2,001 | 96 | 0.01% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,909 | 91 | 0.0% | 0.0% | 255 | -2,742 | -58.96% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 1,896 | 91 | 0.0% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 1,858 | 89 | 0.0% | 0.0% | 257 | +17 | 0.92% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,677 | 80 | 0.03% | — | 258 | +1,677 | New | Q4 2025 | Jan 20, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,638 | 78 | 0.02% | — | 259 | +1,638 | New | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,605 | 77 | 0.02% | 0.04% | 262 | +10 | 0.63% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,621 | 77 | 0.0% | 0.0% | 260 | +1 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Cedar Wealth Management, LLC | History | No change | 1,610 | 77 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | New | 12,512 | 74 | 0.0% | — | 263 | +12,512 | New | Q4 2025 | Mar 09, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,368 | 71 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,471 | 70 | 0.0% | 0.0% | 265 | -794 | -35.06% | Q4 2025 | Jan 26, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,428 | 68 | 0.02% | 0.02% | 267 | +7 | 0.49% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,436 | 68 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,407 | 67 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,350 | 65 | 0.0% | 0.15% | 269 | -38,859 | -96.64% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,367 | 65 | 0.01% | 0.01% | 270 | +2 | 0.15% | Q4 2025 | Jan 21, 2026 |
| 10Elms LLP | History | No change | 1,363 | 65 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | No change | 1,226 | 58 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | No change | 1,207 | 57 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 1,133 | 54 | 0.0% | 0.0% | 274 | +244 | 27.45% | Q4 2025 | Feb 02, 2026 |
| Boreal Capital Management LLC | History | No change | 1,000 | 48 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 43 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 861 | 41 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| SageView Advisory Group, LLC | History | New | 822 | 39 | 0.0% | — | 278 | +822 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 802 | 38 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Freedom, LLC | History | Added to | 758 | 36 | 0.02% | 0.02% | 280 | +6 | 0.8% | Q4 2025 | Feb 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 724 | 34 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 694 | 33 | 0.0% | 0.0% | 282 | -23 | -3.21% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 670 | 32 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 651 | 31 | 0.0% | 0.0% | 284 | -572 | -46.77% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 625 | 30 | 0.0% | 0.0% | 285 | -529 | -45.84% | Q4 2025 | Feb 05, 2026 |
| Sunrise Financial Services, LLC | History | New | 611 | 29 | 0.02% | — | 286 | +611 | New | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 560 | 26 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 541 | 25 | 0.0% | 0.0% | 290 | -383 | -41.45% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | No change | 541 | 25 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | No change | 530 | 25 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Key FInancial Inc | History | No change | 500 | 24 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | Reduced | 450 | 21 | 0.0% | 0.01% | 293 | -100 | -18.18% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 449 | 21 | 0.0% | 0.0% | 292 | +20 | 4.66% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 418 | 20 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 390 | 18 | 0.0% | — | 297 | +390 | New | Q4 2025 | Jan 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 384 | 18 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 337 | 16 | 0.0% | — | 298 | +337 | New | Q4 2025 | Mar 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 317 | 15 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 307 | 14 | 0.0% | 0.0% | 300 | +4 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 300 | 14 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 285 | 13 | 0.01% | — | 303 | +285 | New | Q4 2025 | Feb 11, 2026 |
| Arlington Trust Co LLC | History | No change | 280 | 13 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 265 | 12 | 0.0% | 0.0% | 306 | +10 | 3.92% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 246 | 12 | 0.0% | 0.0% | 307 | +3 | 1.23% | Q4 2025 | Feb 02, 2026 |
| CITY HOLDING CO | History | No change | 270 | 12 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 255 | 12 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Merrithew & Thorsten Inc | History | New | 220 | 10 | 0.01% | — | 308 | +220 | New | Q4 2025 | Feb 03, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 191 | 9 | 0.0% | 0.0% | 309 | +2 | 1.06% | Q4 2025 | Jan 07, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 150 | 7 | 0.01% | — | 313 | +150 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 151 | 7 | 0.01% | 0.0% | 314 | +76 | 101.33% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 162 | 7 | 0.0% | 0.0% | 312 | +70 | 76.09% | Q4 2025 | Jan 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 149 | 7 | 0.0% | 0.0% | 311 | +2 | 1.36% | Q4 2025 | Feb 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 150 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 120 | 5 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 102 | 4 | 0.0% | 0.01% | 317 | -200 | -66.23% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 65 | 3 | 0.0% | — | 319 | +65 | New | Q4 2025 | Feb 19, 2026 |
| Bogart Wealth, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 58 | 2 | 0.0% | — | 323 | +58 | New | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 52 | 2 | 0.0% | — | 322 | +52 | New | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 58 | 2 | 0.0% | 0.0% | 321 | +1 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | New | 33 | 1 | 0.0% | — | 324 | +33 | New | Q4 2025 | Jan 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 327 | +2 | 10.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 26 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Bulwark Capital Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.15% | — | -18,274 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,625 | -100.0% | Q3 2025 | Nov 06, 2025 |
| COWA, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -14,990 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,148 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.75% | — | -7,660 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -6,571 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Centerpoint Advisory Group | History | Closed out | 0 | 0 | — | 0.25% | — | -6,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Meridian Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,439 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Principle Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,272 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,248 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,158 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Armbruster Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,152 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,128 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,124 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,206 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,428 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,102 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -591 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -421 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -369 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Jan 12, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GAMMA Investing LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q4 2025 | Jan 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Strategic Advocates LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |