SPDR SERIES TRUST - SPIB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 49,056,429 | 1,658,597 | 0.45% | 0.46% | 1 | +2,313,152 | 4.95% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 29,907,173 | 1,011,161 | 0.16% | 0.16% | 2 | +331,433 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 11,704,768 | 395,738 | 4.48% | 5.09% | 3 | -1,263,328 | -9.74% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,895,119 | 368,363 | 0.11% | 0.1% | 4 | +816,754 | 8.1% | Q4 2025 | Feb 10, 2026 |
| American Family Investments, Inc. | History | Reduced | 8,695,000 | 293,977 | 10.58% | 17.06% | 5 | -909,000 | -9.46% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 8,058,136 | 272,445 | 0.2% | 0.19% | 6 | +698,006 | 9.48% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 6,513,652 | 220,226 | 3.33% | 3.22% | 7 | +495,900 | 8.24% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,069,488 | 205,209 | 1.26% | 1.26% | 8 | +270,696 | 4.67% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 5,919,428 | 200,135 | 0.01% | 0.01% | 9 | +624,256 | 11.79% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,729,228 | 193,697 | 0.04% | 0.04% | 10 | +439,893 | 8.32% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,489,968 | 185,615 | 0.03% | 0.03% | 11 | +249,202 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Nebraska | History | Added to | 5,401,994 | 182,641 | 20.88% | 19.86% | 12 | +486,703 | 9.9% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 5,181,197 | 175,176 | 0.36% | 0.37% | 13 | +99,619 | 1.96% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,080,421 | 171,769 | 1.39% | 1.55% | 14 | +484,033 | 10.53% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,002,120 | 169,121 | 0.05% | 0.05% | 15 | +474,024 | 10.47% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 3,480,000 | 117,658 | 0.13% | 0.23% | 16 | -573,000 | -14.14% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,260,768 | 110,246 | 0.12% | 0.12% | 17 | +204,949 | 6.71% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Reduced | 2,649,639 | 89,584 | 0.0% | 0.01% | 18 | -2,077,970 | -43.95% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 2,519,370 | 85,179 | 2.5% | 2.39% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,180,763 | 73,731 | 0.11% | 0.11% | 20 | -105,499 | -4.61% | Q4 2025 | Feb 17, 2026 |
| McMill Wealth Management | History | Added to | 1,974,988 | 66,774 | 18.77% | 17.78% | 21 | +134,051 | 7.28% | Q4 2025 | Feb 23, 2026 |
| Cetera Investment Advisers | History | Added to | 1,845,401 | 62,392 | 0.07% | 0.06% | 22 | +289,933 | 18.64% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,746,039 | 59,033 | 0.95% | 0.99% | 23 | -8,533 | -0.49% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,713,954 | 57,948 | 1.76% | 1.7% | 24 | -7,830 | -0.45% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,703,334 | 57,589 | 0.01% | — | 25 | +1,703,334 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,655,766 | 55,981 | 0.2% | 0.21% | 26 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 1,643,611 | 55,570 | 3.71% | 3.74% | 27 | +7,129 | 0.44% | Q4 2025 | Jan 08, 2026 |
| Dodds Wealth, LLC | History | Added to | 1,589,658 | 53,746 | 13.18% | 13.06% | 28 | +33,410 | 2.15% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,538,912 | 52,030 | 0.0% | 0.0% | 29 | +247,548 | 19.17% | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 1,501,070 | 50,751 | 4.1% | 3.99% | 30 | +95,729 | 6.81% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,414,751 | 47,832 | 0.23% | 0.22% | 31 | +97,431 | 7.4% | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,402,903 | 47,432 | 0.33% | 0.34% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 1,387,356 | 46,906 | 3.72% | 3.63% | 33 | +85,559 | 6.57% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | Added to | 1,334,027 | 45,103 | 0.01% | 0.01% | 34 | +15,970 | 1.21% | Q4 2025 | Jan 29, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,283,687 | 43,401 | 4.8% | 4.61% | 35 | -23,987 | -1.83% | Q4 2025 | Feb 06, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,123,142 | 37,973 | 0.7% | 0.71% | 36 | +7,735 | 0.69% | Q4 2025 | Jan 23, 2026 |
| Compton Financial Group, LLC | History | Added to | 1,016,160 | 34,356 | 7.78% | 7.53% | 37 | +93,981 | 10.19% | Q4 2025 | Feb 05, 2026 |
| Advisors Capital Management, LLC | History | Added to | 987,670 | 33,393 | 0.39% | 0.36% | 38 | +127,167 | 14.78% | Q4 2025 | Jan 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 953,744 | 32,246 | 0.28% | 0.32% | 39 | +72,078 | 8.18% | Q4 2025 | Jan 28, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 941,586 | 31,835 | 2.37% | 2.39% | 40 | +60,012 | 6.81% | Q4 2025 | Jan 29, 2026 |
| Concord Wealth Partners | History | Added to | 913,722 | 30,892 | 4.01% | 4.1% | 41 | +37,155 | 4.24% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 904,674 | 30,587 | 5.3% | 5.37% | 42 | +32,063 | 3.67% | Q4 2025 | Jan 29, 2026 |
| Roberts Financial Services LLC | History | Added to | 887,718 | 30,013 | 9.42% | 9.32% | 43 | +35,842 | 4.21% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 875,911 | 29,614 | 1.15% | 1.19% | 44 | +1,471 | 0.17% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 867,769 | 29,391 | 0.04% | 0.05% | 45 | -48,461 | -5.29% | Q4 2025 | Jan 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 827,153 | 27,966 | 2.07% | 1.8% | 46 | +47,228 | 6.06% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 813,747 | 27,512 | 0.88% | 0.78% | 47 | +24,023 | 3.04% | Q4 2025 | Jan 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 801,444 | 27,096 | 3.78% | 3.84% | 48 | -13,903 | -1.71% | Q4 2025 | Jan 26, 2026 |
| Occidental Asset Management, LLC | History | Added to | 782,226 | 26,447 | 3.18% | 3.28% | 49 | +10,124 | 1.31% | Q4 2025 | Jan 08, 2026 |
| High Probability Advisors, LLC | History | Added to | 782,050 | 26,441 | 3.53% | 3.47% | 50 | +34,330 | 4.59% | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | Added to | 733,009 | 24,783 | 3.55% | 3.29% | 51 | +70,549 | 10.65% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 711,579 | 24,058 | 0.19% | 0.01% | 52 | +691,052 | 3366.55% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 710,924 | 24,036 | 0.04% | 0.04% | 53 | +17,462 | 2.52% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 675,373 | 22,834 | 0.3% | 0.25% | 54 | +109,875 | 19.43% | Q4 2025 | Jan 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 670,162 | 22,658 | 0.83% | 1.08% | 55 | -4,961 | -0.73% | Q4 2025 | Feb 09, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 644,559 | 21,792 | 0.13% | 0.1% | 56 | +165,965 | 34.68% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 642,325 | 21,716 | 4.59% | 4.94% | 57 | -22,276 | -3.35% | Q4 2025 | Feb 10, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 625,977 | 21,164 | 6.91% | 7.04% | 58 | +5,794 | 0.93% | Q4 2025 | Feb 02, 2026 |
| GoalVest Advisory LLC | History | Added to | 612,998 | 20,725 | 3.97% | 4.08% | 59 | +44,936 | 7.91% | Q4 2025 | Jan 05, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 609,300 | 20,600 | 0.12% | — | 60 | +609,300 | New | Q4 2025 | Feb 17, 2026 |
| KWB Wealth | History | New | 581,197 | 19,650 | 1.86% | — | 61 | +581,197 | New | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 564,344 | 19,080 | 0.05% | 0.04% | 62 | +208,015 | 58.38% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Added to | 561,093 | 18,970 | 0.37% | 0.34% | 63 | +111,261 | 24.73% | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 538,057 | 18,191 | 3.5% | 3.38% | 64 | +34,049 | 6.76% | Q4 2025 | Feb 13, 2026 |
| TRUEFG, LLC | History | Added to | 509,031 | 17,210 | 4.62% | 4.59% | 65 | +19,263 | 3.93% | Q4 2025 | Jan 21, 2026 |
| Evergreen Wealth Partners LLC | History | New | 504,115 | 17,044 | 14.36% | — | 66 | +504,115 | New | Q4 2025 | Feb 05, 2026 |
| WRAPMANAGER INC | History | Reduced | 495,364 | 16,748 | 5.66% | 5.36% | 67 | -18,184 | -3.54% | Q4 2025 | Feb 06, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 487,555 | 16,483 | 0.02% | 0.03% | 68 | -74,067 | -13.19% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 463,341 | 15,665 | 0.02% | 0.02% | 69 | +27,279 | 6.26% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 451,157 | 15,273 | 2.05% | 2.19% | 70 | -79,350 | -14.96% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 449,589 | 15,200 | 0.02% | 0.02% | 71 | +40,446 | 9.89% | Q4 2025 | Feb 02, 2026 |
| Walker Financial Services, Inc. | History | Added to | 434,353 | 14,685 | 5.32% | 5.43% | 72 | +22,582 | 5.48% | Q4 2025 | Jan 28, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 420,225 | 14,207 | 1.53% | 1.56% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 411,793 | 13,923 | 0.12% | 0.1% | 74 | +18,670 | 4.75% | Q4 2025 | Jan 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 408,610 | 13,815 | 6.18% | 5.77% | 75 | +31,262 | 8.28% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 394,576 | 13,340 | 0.21% | 0.16% | 76 | +105,124 | 36.32% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 390,584 | 13,205 | 0.69% | 0.63% | 77 | +56,265 | 16.83% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 381,755 | 12,907 | 0.03% | 0.03% | 78 | +41,418 | 12.17% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Financial Partners | History | New | 380,535 | 12,865 | 10.62% | — | 79 | +380,535 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 380,535 | 12,865 | 10.62% | — | 80 | +380,535 | New | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 122,500 | 12,692 | 0.19% | 0.58% | 81 | -303,200 | -71.22% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 373,919 | 12,642 | 3.13% | 3.28% | 82 | +14,423 | 4.01% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 371,616 | 12,564 | 0.0% | 0.0% | 83 | +269,410 | 263.6% | Q4 2025 | Mar 25, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 367,836 | 12,454 | 0.15% | 0.17% | 84 | +4,287 | 1.18% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 365,697 | 12,364 | 0.01% | 0.01% | 85 | +21,638 | 6.29% | Q4 2025 | Feb 10, 2026 |
| Three Arch Wealth Management LLC | History | New | 361,607 | 12,225 | 2.29% | — | 86 | +361,607 | New | Q4 2025 | Feb 13, 2026 |
| BANK HAPOALIM BM | History | Added to | 355,484 | 12,019 | 1.04% | 1.25% | 87 | +55,756 | 18.6% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 346,907 | 11,729 | 0.03% | 0.03% | 88 | +5,848 | 1.71% | Q4 2025 | Feb 11, 2026 |
| Fortune 45 LLC | History | Added to | 338,132 | 11,435 | 5.47% | 4.75% | 89 | +61,699 | 22.32% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 320,323 | 10,830 | 0.16% | 0.16% | 90 | +16,836 | 5.55% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 314,973 | 10,649 | 0.08% | 0.08% | 91 | +6,251 | 2.02% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 310,926 | 10,512 | 0.01% | 0.01% | 92 | +42,832 | 15.98% | Q4 2025 | Feb 13, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 309,201 | 10,446 | 0.11% | 0.13% | 93 | -15,540 | -4.79% | Q4 2025 | Feb 05, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 305,676 | 10,335 | 0.68% | 0.65% | 94 | +17,845 | 6.2% | Q4 2025 | Jan 09, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 303,842 | 10,272 | 2.51% | 2.6% | 95 | +23,850 | 8.52% | Q4 2025 | Jan 29, 2026 |
| Collier Financial | History | Added to | 301,752 | 10,202 | 7.66% | 7.19% | 96 | +19,513 | 6.91% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 301,641 | 10,198 | 0.0% | 0.0% | 97 | -35,582 | -10.55% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 300,314 | 10,153 | 0.48% | 0.41% | 98 | +19,084 | 6.79% | Q4 2025 | Jan 21, 2026 |
| Auour Investments LLC | History | Added to | 290,867 | 9,834 | 3.13% | 3.0% | 99 | +19,332 | 7.12% | Q4 2025 | Jan 12, 2026 |
| Empowered Funds, LLC | History | Added to | 290,508 | 9,822 | 0.17% | 0.09% | 100 | +40,536 | 16.22% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | Added to | 288,610 | 9,757 | 0.06% | 0.05% | 101 | +11,815 | 4.27% | Q4 2025 | Feb 12, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 286,664 | 9,692 | 1.25% | 1.23% | 102 | +19,079 | 7.13% | Q4 2025 | Feb 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 286,416 | 9,683 | 1.06% | 1.08% | 103 | +5,693 | 2.03% | Q4 2025 | Jan 20, 2026 |
| Saiph Capital, LLC | History | Added to | 279,602 | 9,453 | 3.4% | 2.59% | 104 | +66,908 | 31.46% | Q4 2025 | Feb 12, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 278,960 | 9,431 | 6.71% | 6.37% | 105 | +30,805 | 12.41% | Q4 2025 | Jan 23, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 278,780 | 9,425 | 2.24% | 2.22% | 106 | +12,444 | 4.67% | Q4 2025 | Jan 22, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 273,163 | 9,236 | 0.49% | 0.38% | 107 | +64,824 | 31.11% | Q4 2025 | Jan 15, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 270,400 | 9,142 | 2.9% | 3.05% | 108 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 269,322 | 9,105 | 3.19% | 2.26% | 109 | +100,840 | 59.85% | Q4 2025 | Jan 15, 2026 |
| UMB Bank, n.a. | History | New | 267,437 | 9,042 | 0.12% | — | 110 | +267,437 | New | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 248,533 | 8,402 | 2.77% | 2.68% | 111 | +21,560 | 9.5% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Added to | 246,508 | 8,334 | 0.51% | 0.51% | 112 | +8,699 | 3.66% | Q4 2025 | Feb 09, 2026 |
| Financial Planning Navigators CORP | History | New | 245,053 | 8,285 | 3.8% | — | 113 | +245,053 | New | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | Added to | 241,626 | 8,193 | 1.25% | 1.34% | 114 | +767 | 0.32% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 241,960 | 8,180 | 0.01% | 0.01% | 115 | +4,371 | 1.84% | Q4 2025 | Feb 12, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 238,148 | 8,057 | 4.71% | 4.92% | 116 | +20,552 | 9.45% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 231,596 | 7,830 | 0.14% | 0.18% | 117 | -5,626 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Added to | 225,058 | 7,609 | 0.83% | 0.57% | 118 | +77,416 | 52.43% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Reduced | 223,927 | 7,570 | 0.04% | 0.05% | 119 | -1,172 | -0.52% | Q4 2025 | Feb 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 222,363 | 7,518 | 4.74% | 4.97% | 120 | +11,776 | 5.59% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 221,061 | 7,474 | 0.15% | 0.16% | 121 | +12,131 | 5.81% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 220,842 | 7,466 | 0.56% | 0.46% | 122 | +44,213 | 25.03% | Q4 2025 | Jan 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 220,218 | 7,445 | 0.95% | 0.59% | 123 | +102,392 | 86.9% | Q4 2025 | Feb 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 216,650 | 7,324 | 1.98% | — | 124 | +216,650 | New | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 215,824 | 7,297 | 0.19% | 0.16% | 125 | +42,851 | 24.77% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 214,592 | 7,255 | 0.04% | — | 126 | +214,592 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 214,179 | 7,241 | 0.0% | 0.0% | 127 | +40,069 | 23.01% | Q4 2025 | Feb 17, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 210,722 | 7,124 | 3.71% | 3.81% | 128 | +1,592 | 0.76% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 210,688 | 7,123 | 0.01% | — | 129 | +210,688 | New | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 208,401 | 7,046 | 0.75% | 0.8% | 130 | -8,508 | -3.92% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 207,696 | 7,022 | 0.19% | 0.2% | 131 | +44 | 0.02% | Q4 2025 | Jan 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 207,369 | 7,011 | 0.06% | — | 132 | +207,369 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 207,276 | 7,008 | 0.21% | 0.22% | 133 | -6,532 | -3.06% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | Added to | 207,155 | 7,003 | 0.1% | 0.09% | 134 | +22,233 | 12.02% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 206,531 | 6,982 | 0.12% | 0.14% | 135 | -6,821 | -3.2% | Q4 2025 | Jan 16, 2026 |
| Nilsine Partners, LLC | History | Added to | 205,778 | 6,957 | 0.6% | 0.58% | 136 | +15,729 | 8.28% | Q4 2025 | Jan 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 203,393 | 6,876 | 2.34% | 2.21% | 137 | +20,504 | 11.21% | Q4 2025 | Feb 06, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 200,139 | 6,766 | 2.92% | 4.11% | 138 | -19,687 | -8.96% | Q4 2025 | Feb 09, 2026 |
| Rice Partnership, LLC | History | Added to | 199,524 | 6,745 | 0.91% | 0.7% | 139 | +53,230 | 36.39% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 192,196 | 6,498 | 0.36% | 0.34% | 140 | +16,314 | 9.28% | Q4 2025 | Jan 29, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 188,873 | 6,385 | 1.66% | 1.71% | 141 | -16,481 | -8.03% | Q4 2025 | Jan 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 188,073 | 6,358 | 0.0% | 0.0% | 142 | +84,301 | 81.24% | Q4 2025 | Feb 10, 2026 |
| Towercrest Capital Management | History | Added to | 187,582 | 6,342 | 1.0% | 1.01% | 143 | +2,153 | 1.16% | Q4 2025 | Jan 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 185,671 | 6,288 | 0.14% | 0.14% | 144 | +6,862 | 3.84% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 181,611 | 6,140 | 0.07% | 0.1% | 145 | -12,286 | -6.34% | Q4 2025 | Jan 23, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 180,638 | 6,107 | 1.92% | 1.71% | 146 | +26,784 | 17.41% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 177,679 | 6,007 | 0.39% | 0.31% | 147 | +42,740 | 31.67% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 175,082 | 5,919 | 0.07% | 0.07% | 148 | +9,082 | 5.47% | Q4 2025 | Jan 20, 2026 |
| IFG Advisory, LLC | History | Added to | 174,387 | 5,896 | 0.26% | 0.25% | 149 | +9,247 | 5.6% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 172,457 | 5,830 | 0.02% | 0.02% | 150 | +15,944 | 10.19% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 170,041 | 5,749 | 0.04% | 0.04% | 151 | +13,056 | 8.32% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 168,762 | 5,705 | 0.02% | — | 152 | +168,762 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 164,963 | 5,577 | 0.0% | — | 153 | +164,963 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | New | 164,122 | 5,548 | 0.07% | — | 154 | +164,122 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 161,000 | 5,443 | 0.02% | 0.03% | 155 | -84,000 | -34.29% | Q4 2025 | Jan 26, 2026 |
| Rothschild Wealth LLC | History | Added to | 157,546 | 5,326 | 0.51% | 0.18% | 156 | +133,802 | 563.52% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 155,329 | 5,251 | 0.06% | 0.05% | 157 | +636 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 155,210 | 5,250 | 0.17% | 0.17% | 158 | +7,420 | 5.02% | Q4 2025 | Jan 23, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 153,075 | 5,178 | 0.3% | 0.32% | 159 | +1,402 | 0.92% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Added to | 152,161 | 5,144 | 0.24% | 0.25% | 160 | +13,521 | 9.75% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Reduced | 150,111 | 5,075 | 0.02% | 0.02% | 161 | -7,287 | -4.63% | Q4 2025 | Jan 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 149,499 | 5,054 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 149,279 | 5,047 | 0.07% | 0.07% | 163 | -12,557 | -7.76% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 147,266 | 4,979 | 0.01% | 0.01% | 164 | +2,503 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 143,357 | 4,846 | 0.07% | 0.06% | 165 | +21,994 | 18.12% | Q4 2025 | Feb 17, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 141,774 | 4,793 | 1.44% | 1.5% | 166 | +72,565 | 104.85% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 139,475 | 4,715 | 3.14% | 3.11% | 167 | +4,171 | 3.08% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 138,039 | 4,667 | 0.08% | 0.09% | 168 | +731 | 0.53% | Q4 2025 | Jan 16, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 136,355 | 4,610 | 1.87% | 1.93% | 169 | +2,670 | 2.0% | Q4 2025 | Jan 22, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 136,067 | 4,600 | 2.97% | 2.58% | 170 | -4,993 | -3.54% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 135,894 | 4,595 | 0.01% | 0.01% | 171 | +29,666 | 27.93% | Q4 2025 | Feb 05, 2026 |
| Alliance Wealth Management Group | History | Added to | 135,437 | 4,579 | 1.0% | 1.01% | 172 | +1,376 | 1.03% | Q4 2025 | Jan 21, 2026 |
| Freestate Advisors LLC | History | Added to | 132,692 | 4,486 | 3.65% | 2.15% | 173 | +57,164 | 75.69% | Q4 2025 | Jan 12, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 131,641 | 4,450 | 1.34% | 1.6% | 174 | -20,523 | -13.49% | Q4 2025 | Jan 28, 2026 |
| ASL Financial, LLC | History | New | 128,634 | 4,349 | 3.42% | — | 175 | +128,634 | New | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 125,691 | 4,249 | 0.02% | 0.02% | 176 | +6,245 | 5.23% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 124,305 | 4,202 | 0.2% | 0.13% | 177 | +27,686 | 28.65% | Q4 2025 | Jan 27, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 122,849 | 4,153 | 2.15% | 2.16% | 178 | +8,782 | 7.7% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 121,297 | 4,101 | 2.86% | 2.87% | 179 | +11,772 | 10.75% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 121,099 | 4,094 | 0.01% | 0.01% | 180 | +2,833 | 2.4% | Q4 2025 | Feb 17, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 119,293 | 4,033 | 1.56% | 1.46% | 181 | +11,404 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 119,111 | 4,031 | 0.35% | 0.34% | 182 | -94,185 | -44.16% | Q4 2025 | Feb 17, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 115,041 | 3,889 | 3.29% | 3.14% | 183 | +6,847 | 6.33% | Q4 2025 | Feb 18, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 114,081 | 3,857 | 0.43% | 0.49% | 184 | +6,581 | 6.12% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 113,417 | 3,834 | 0.14% | 0.13% | 185 | +12,478 | 12.36% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 112,681 | 3,809 | 0.17% | 0.16% | 186 | +12,151 | 12.09% | Q4 2025 | Jan 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 112,649 | 3,808 | 0.89% | 0.92% | 187 | +401 | 0.36% | Q4 2025 | Jan 16, 2026 |
| Climber Capital SA | History | New | 112,185 | 3,788 | 2.47% | — | 188 | +112,185 | New | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,240 | 3,693 | 0.0% | 0.0% | 189 | -683,154 | -86.21% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 108,530 | 3,669 | 0.07% | 0.2% | 190 | -183,416 | -62.83% | Q4 2025 | Feb 05, 2026 |
| Hofer & Associates. Inc | History | Added to | 106,143 | 3,588 | 1.9% | 1.97% | 191 | +4,347 | 4.27% | Q4 2025 | Jan 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 104,438 | 3,531 | 0.32% | 0.3% | 192 | +11,373 | 12.22% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 103,491 | 3,503 | 0.44% | 0.44% | 193 | +5,452 | 5.56% | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 100,571 | 3,400 | 0.02% | — | 194 | +100,571 | New | Q4 2025 | Feb 18, 2026 |
| Payne Capital LLC | History | Reduced | 97,763 | 3,305 | 3.36% | 3.38% | 195 | -539 | -0.55% | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 97,707 | 3,303 | 1.21% | 1.24% | 196 | +1,856 | 1.94% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 97,130 | 3,283 | 0.05% | 0.03% | 197 | +47,899 | 97.29% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 92,781 | 3,136 | 0.27% | 0.25% | 198 | +9,020 | 10.77% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 91,716 | 3,100 | 0.02% | 0.03% | 199 | -58,197 | -38.82% | Q4 2025 | Jan 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 90,990 | 3,076 | 0.18% | 0.19% | 200 | +23,978 | 35.78% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 89,630 | 3,030 | 0.07% | 0.08% | 201 | +2,045 | 2.33% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 87,676 | 2,964 | 0.06% | 0.06% | 202 | +4,370 | 5.25% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Added to | 83,610 | 2,826 | 0.39% | 0.31% | 203 | +20,849 | 33.22% | Q4 2025 | Jan 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 83,478 | 2,822 | 1.88% | 1.92% | 204 | +2,227 | 2.74% | Q4 2025 | Jan 08, 2026 |
| Aureum Wealth Management, LLC | History | New | 83,253 | 2,814 | 2.61% | — | 205 | +83,253 | New | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 82,962 | 2,804 | 0.01% | 0.04% | 206 | -203,466 | -71.04% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 82,767 | 2,798 | 0.01% | 0.0% | 207 | +38,688 | 87.77% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Added to | 81,383 | 2,751 | 0.0% | 0.0% | 208 | +13,475 | 19.84% | Q4 2025 | Jan 30, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 81,242 | 2,746 | 1.84% | 1.89% | 209 | -345 | -0.42% | Q4 2025 | Feb 11, 2026 |
| Entelevest, LLC | History | New | 79,678 | 2,693 | 2.7% | — | 210 | +79,678 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 77,936 | 2,635 | 2.09% | — | 211 | +77,936 | New | Q4 2025 | Feb 11, 2026 |
| Impact Capital Partners LLC | History | Added to | 77,037 | 2,604 | 0.77% | 0.76% | 212 | +2,096 | 2.8% | Q4 2025 | Jan 07, 2026 |
| Wilkerson Advisory Group LLC | History | New | 75,603 | 2,556 | 0.9% | — | 214 | +75,603 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 75,626 | 2,556 | 0.09% | 0.05% | 213 | +37,876 | 100.33% | Q4 2025 | Feb 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 72,375 | 2,446 | 1.36% | 1.57% | 215 | +9,992 | 16.02% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 72,170 | 2,440 | 0.54% | 0.52% | 216 | +4,328 | 6.38% | Q4 2025 | Feb 03, 2026 |
| JPL Wealth Management, LLC | History | Added to | 71,696 | 2,424 | 0.59% | 0.54% | 217 | +4,340 | 6.44% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 68,232 | 2,306 | 0.01% | 0.01% | 218 | +7,298 | 11.98% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 67,942 | 2,297 | 0.01% | 0.01% | 219 | +3,690 | 5.74% | Q4 2025 | Jan 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 67,920 | 2,296 | 0.13% | 0.09% | 220 | +19,146 | 39.25% | Q4 2025 | Jan 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 67,081 | 2,268 | 2.11% | 1.73% | 221 | +12,368 | 22.61% | Q4 2025 | Jan 16, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 66,475 | 2,247 | 0.66% | 0.61% | 222 | +8,550 | 14.76% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 65,979 | 2,230 | 0.05% | 0.05% | 223 | +4,400 | 7.15% | Q4 2025 | Feb 05, 2026 |
| Centennial Bank/AR/ | History | Added to | 65,600 | 2,217 | 0.88% | 0.82% | 224 | +3,706 | 5.99% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 64,624 | 2,184 | 0.28% | 0.22% | 225 | +15,988 | 32.87% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 63,986 | 2,163 | 0.23% | 0.23% | 226 | +3,239 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 63,171 | 2,135 | 0.04% | 0.04% | 227 | +619 | 0.99% | Q4 2025 | Feb 03, 2026 |
| Saba Capital Management, L.P. | History | New | 62,249 | 2,104 | 0.06% | — | 228 | +62,249 | New | Q4 2025 | Feb 17, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 61,637 | 2,083 | 0.29% | 0.3% | 229 | -410 | -0.66% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 61,147 | 2,070 | 0.0% | 0.0% | 230 | -4,998 | -7.56% | Q4 2025 | Mar 09, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 56,979 | 1,926 | 0.12% | 0.13% | 231 | -879 | -1.52% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 56,450 | 1,908 | 0.02% | 0.02% | 232 | +10 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Rinkey Investments | History | Added to | 56,364 | 1,905 | 0.48% | 0.5% | 233 | +978 | 1.77% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 56,151 | 1,898 | 0.04% | 0.05% | 234 | -2,679 | -4.55% | Q4 2025 | Feb 09, 2026 |
| River Street Advisors LLC | History | Reduced | 54,946 | 1,857 | 0.7% | 0.76% | 235 | -2,823 | -4.89% | Q4 2025 | Jan 26, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 54,835 | 1,853 | 0.03% | 0.03% | 236 | -2,873 | -4.98% | Q4 2025 | Feb 13, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 54,758 | 1,851 | 0.88% | 1.1% | 237 | -2,346 | -4.11% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 54,705 | 1,849 | 0.05% | 0.1% | 238 | -49,398 | -47.45% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 53,744 | 1,817 | 0.13% | 0.12% | 239 | +3,581 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 53,615 | 1,812 | 0.15% | 0.15% | 240 | +2,823 | 5.56% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Reduced | 53,478 | 1,808 | 0.03% | 0.04% | 241 | -8,250 | -13.37% | Q4 2025 | Jan 14, 2026 |
| Advisor OS, LLC | History | Added to | 52,925 | 1,789 | 0.14% | 0.03% | 242 | +41,044 | 345.46% | Q4 2025 | Feb 04, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 52,932 | 1,789 | 0.46% | 0.53% | 243 | -4,842 | -8.38% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Reduced | 52,366 | 1,770 | 0.03% | 0.08% | 244 | -12,310 | -19.03% | Q4 2025 | Feb 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 51,770 | 1,750 | 1.04% | 1.22% | 245 | -1,997 | -3.71% | Q4 2025 | Feb 04, 2026 |
| GenTrust, LLC | History | Added to | 51,570 | 1,743 | 0.08% | 0.07% | 246 | +3,918 | 8.22% | Q4 2025 | Feb 02, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 51,280 | 1,733 | 0.26% | 0.26% | 247 | +1,598 | 3.22% | Q4 2025 | Feb 11, 2026 |
| Center For Asset Management LLC | History | Reduced | 50,814 | 1,718 | 0.9% | 0.96% | 248 | -2,064 | -3.9% | Q4 2025 | Jan 21, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 50,758 | 1,716 | 0.17% | 0.16% | 249 | +3,836 | 8.18% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 50,020 | 1,693 | 0.11% | 0.13% | 250 | -323 | -0.64% | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 49,814 | 1,684 | 0.24% | 0.25% | 251 | +3,946 | 8.6% | Q4 2025 | Feb 09, 2026 |
| Hilltop Partners LLC | History | Added to | 48,069 | 1,625 | 0.42% | 0.47% | 252 | +1,405 | 3.01% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,205 | 1,596 | 0.04% | 0.01% | 253 | +39,180 | 488.22% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 47,022 | 1,589 | 0.38% | 0.42% | 254 | -841 | -1.76% | Q4 2025 | Jan 12, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 46,165 | 1,560 | 1.17% | 0.91% | 255 | +11,347 | 32.59% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | New | 44,656 | 1,509 | 0.0% | — | 256 | +44,656 | New | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 44,255 | 1,496 | 0.03% | 0.05% | 257 | -25,715 | -36.75% | Q4 2025 | Feb 19, 2026 |
| IFP Advisors, Inc | History | Added to | 42,886 | 1,449 | 0.03% | 0.04% | 258 | +2,268 | 5.58% | Q4 2025 | Feb 06, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 42,163 | 1,425 | 1.06% | 1.08% | 259 | +925 | 2.24% | Q4 2025 | Feb 11, 2026 |
| E&G Advisors, LP | History | Reduced | 41,996 | 1,419 | 0.32% | 0.33% | 260 | -390 | -0.92% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Added to | 41,707 | 1,410 | 0.03% | 0.03% | 261 | +752 | 1.84% | Q4 2025 | Feb 04, 2026 |
| Zhang Financial LLC | History | Added to | 41,122 | 1,390 | 0.05% | 0.05% | 262 | +1,250 | 3.14% | Q4 2025 | Feb 10, 2026 |
| DAVIDSON TRUST CO | History | Added to | 40,648 | 1,374 | 0.57% | 0.49% | 263 | +5,661 | 16.18% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 38,793 | 1,311 | 0.09% | 0.07% | 264 | +13,274 | 52.02% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,253 | 1,293 | 0.0% | 0.01% | 265 | -34,152 | -47.17% | Q4 2025 | Feb 18, 2026 |
| ARRIEN INVESTMENTS, INC. | History | New | 37,996 | 1,284 | 0.72% | — | 266 | +37,996 | New | Q4 2025 | Jan 30, 2026 |
| Community Bank, N.A. | History | Added to | 36,854 | 1,245 | 0.15% | 0.15% | 267 | +360 | 0.99% | Q4 2025 | Feb 04, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 36,582 | 1,236 | 0.07% | 0.07% | 268 | -8 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 36,557 | 1,235 | 0.04% | 0.04% | 269 | -6,516 | -15.13% | Q4 2025 | Jan 13, 2026 |
| KKM Financial LLC | History | Added to | 36,547 | 1,235 | 0.22% | 0.36% | 270 | +2,642 | 7.79% | Q4 2025 | Feb 18, 2026 |
| NWAM LLC | History | Added to | 35,981 | 1,219 | 0.07% | 0.06% | 271 | +1,743 | 5.09% | Q4 2025 | Feb 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 35,700 | 1,207 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 34,400 | 1,163 | 0.07% | 0.02% | 273 | +25,366 | 280.78% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 33,861 | 1,145 | 0.07% | 0.08% | 274 | -3,985 | -10.53% | Q4 2025 | Feb 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 32,799 | 1,108 | 0.27% | 0.28% | 275 | -246 | -0.74% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Management, Inc. | History | Added to | 32,287 | 1,091 | 0.18% | 0.17% | 276 | +1,426 | 4.62% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Added to | 32,185 | 1,089 | 0.31% | 0.25% | 277 | +5,584 | 20.99% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 32,165 | 1,087 | 0.38% | 0.43% | 278 | +673 | 2.14% | Q4 2025 | Feb 09, 2026 |
| Sharper & Granite LLC | History | Added to | 32,109 | 1,085 | 0.38% | 0.38% | 279 | +885 | 2.83% | Q4 2025 | Jan 27, 2026 |
| M Holdings Securities, Inc. | History | New | 32,059 | 1,084 | 0.08% | — | 280 | +32,059 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 31,989 | 1,081 | 0.01% | 0.01% | 281 | -8,807 | -21.59% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 30,875 | 1,043 | 0.03% | 0.03% | 282 | -6,977 | -18.43% | Q4 2025 | Feb 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 29,603 | 1,031 | 1.33% | 0.92% | 283 | +11,492 | 63.45% | Q4 2025 | Feb 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 30,341 | 1,025 | 0.05% | 0.05% | 284 | +420 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 29,717 | 1,004 | 0.0% | 0.0% | 285 | +195 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 29,530 | 998 | 0.57% | 0.65% | 286 | -578 | -1.92% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 29,058 | 982 | 0.0% | 0.0% | 287 | -2,436 | -7.73% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 28,738 | 971 | 0.01% | 0.01% | 288 | -1,322 | -4.4% | Q4 2025 | Feb 18, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 28,373 | 959 | 0.2% | 0.13% | 289 | +10,838 | 61.81% | Q4 2025 | Jan 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 27,956 | 944 | 0.01% | 0.01% | 291 | +7,322 | 35.49% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 27,934 | 944 | 0.02% | 0.03% | 290 | -1,950 | -6.53% | Q4 2025 | Jan 07, 2026 |
| RKL Wealth Management LLC | History | Added to | 27,684 | 936 | 0.08% | 0.08% | 292 | +175 | 0.64% | Q4 2025 | Feb 12, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 27,311 | 923 | 0.51% | 0.24% | 294 | +15,242 | 126.29% | Q4 2025 | Jan 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,303 | 923 | 0.01% | 0.01% | 293 | +8,713 | 46.87% | Q4 2025 | Jan 26, 2026 |
| Composition Wealth, LLC | History | Added to | 27,041 | 914 | 0.01% | 0.01% | 295 | +1,375 | 5.36% | Q4 2025 | Feb 02, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 26,732 | 903 | 0.49% | 0.44% | 297 | +3,537 | 15.25% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,732 | 903 | 0.06% | 0.06% | 296 | +405 | 1.54% | Q4 2025 | Jan 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 26,441 | 893 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 26,336 | 890 | 0.01% | 0.01% | 299 | -2,862 | -9.8% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,045 | 880 | 0.02% | 0.02% | 300 | +2,033 | 8.47% | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 25,603 | 865 | 0.35% | 0.46% | 301 | -4,301 | -14.38% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 24,944 | 844 | 0.01% | 0.01% | 302 | -126 | -0.5% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Reduced | 24,905 | 842 | 0.14% | 0.16% | 303 | -2,601 | -9.46% | Q4 2025 | Jan 16, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 24,584 | 831 | 0.9% | — | 304 | +24,584 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,160 | 783 | 0.0% | 0.0% | 305 | -1,294 | -5.29% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 22,818 | 771 | 0.0% | 0.0% | 306 | -1,595 | -6.53% | Q4 2025 | Feb 18, 2026 |
| BIP Wealth, LLC | History | Reduced | 22,684 | 766 | 0.03% | 0.04% | 307 | -95 | -0.42% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 22,566 | 762 | 0.03% | 0.01% | 308 | +19,879 | 739.82% | Q4 2025 | Feb 04, 2026 |
| Marion Wealth Management | History | Added to | 22,357 | 757 | 0.17% | 0.18% | 309 | +290 | 1.31% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 22,148 | 750 | 0.02% | 0.02% | 310 | -7,145 | -24.39% | Q4 2025 | Jan 26, 2026 |
| Richmond Investment Services, LLC | History | Added to | 22,107 | 747 | 0.13% | 0.13% | 311 | +1,199 | 5.73% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 21,972 | 742 | 0.06% | — | 312 | +21,972 | New | Q4 2025 | Feb 25, 2026 |
| RDA Financial Network | History | Reduced | 21,833 | 738 | 0.18% | 0.19% | 313 | -1,140 | -4.96% | Q4 2025 | Jan 06, 2026 |
| Prudent Man Advisors, LLC | History | No change | 21,845 | 738 | 0.27% | 0.27% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 21,713 | 734 | 0.03% | 0.06% | 315 | -17,593 | -44.76% | Q4 2025 | Jan 26, 2026 |
| New Republic Capital, LLC | History | New | 21,597 | 730 | 0.19% | — | 316 | +21,597 | New | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 21,233 | 717 | 0.01% | 0.02% | 317 | -38,356 | -64.37% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Added to | 20,856 | 705 | 0.23% | 0.21% | 318 | +1,968 | 10.42% | Q4 2025 | Jan 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 20,622 | 697 | 0.08% | 0.07% | 319 | +3,256 | 18.75% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS | History | Added to | 20,338 | 687 | 0.02% | 0.02% | 320 | +261 | 1.3% | Q4 2025 | Feb 10, 2026 |
| Global Endowment Management, LP | History | Added to | 20,230 | 684 | 0.09% | 0.07% | 321 | +4,014 | 24.75% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | No change | 19,968 | 675 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 19,715 | 666 | 0.1% | 0.1% | 323 | +687 | 3.61% | Q4 2025 | Feb 03, 2026 |
| Altus Wealth Group LLC | History | Reduced | 19,650 | 664 | 0.27% | 0.32% | 324 | -3,235 | -14.14% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 19,584 | 663 | 0.01% | 0.01% | 325 | -395 | -1.98% | Q4 2025 | Jan 26, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 19,521 | 660 | 0.3% | — | 326 | +19,521 | New | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 19,394 | 655 | 0.0% | 0.0% | 327 | +872 | 4.71% | Q4 2025 | Feb 17, 2026 |
| MGO Private Wealth, LLC | History | No change | 19,375 | 655 | 0.41% | 0.39% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 19,067 | 644 | 0.04% | 0.03% | 329 | +2,549 | 15.43% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,940 | 640 | 0.01% | 0.01% | 330 | -2,328 | -10.95% | Q4 2025 | Feb 02, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 18,811 | 636 | 0.02% | 0.02% | 331 | +966 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 18,710 | 632 | 0.27% | 3.96% | 332 | -252,381 | -93.1% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,608 | 629 | 0.01% | 0.01% | 333 | +1,117 | 6.39% | Q4 2025 | Feb 02, 2026 |
| Forza Wealth Management, LLC | History | No change | 18,510 | 625 | 0.23% | 0.24% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 18,255 | 617 | 0.0% | 0.0% | 335 | +18 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 18,225 | 616 | 0.07% | 0.06% | 336 | +7,711 | 73.34% | Q4 2025 | Feb 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 18,018 | 610 | 0.17% | 0.1% | 337 | +8,111 | 81.87% | Q4 2025 | Jan 14, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 17,612 | 595 | 0.88% | 0.82% | 338 | +1,178 | 7.17% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Reduced | 17,101 | 578 | 0.04% | 0.04% | 339 | -440 | -2.51% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | New | 16,944 | 572 | 0.03% | — | 340 | +16,944 | New | Q4 2025 | Feb 17, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 16,832 | 569 | 0.25% | 0.23% | 341 | -701 | -4.0% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | Added to | 16,638 | 562 | 0.06% | 0.06% | 343 | +209 | 1.27% | Q4 2025 | Feb 03, 2026 |
| Gradient Investments LLC | History | Added to | 16,645 | 562 | 0.01% | 0.01% | 342 | +8 | 0.05% | Q4 2025 | Jan 08, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 16,516 | 558 | 0.02% | 0.02% | 344 | -2,971 | -15.25% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 16,397 | 554 | 0.04% | 0.05% | 345 | -3,024 | -15.57% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,382 | 553 | 0.02% | 0.03% | 346 | -3,096 | -15.89% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,287 | 550 | 0.02% | 0.02% | 347 | +176 | 1.09% | Q4 2025 | Jan 12, 2026 |
| Brucke Financial, Inc. | History | Reduced | 16,212 | 548 | 0.3% | 0.33% | 348 | -321 | -1.94% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,002 | 541 | 0.0% | 0.0% | 349 | +1,351 | 9.22% | Q4 2025 | Feb 13, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 15,948 | 539 | 0.45% | — | 350 | +15,948 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,870 | 536 | 0.01% | 0.01% | 351 | +266 | 1.7% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 15,744 | 532 | 0.02% | — | 352 | +15,744 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 15,424 | 521 | 0.0% | 0.0% | 353 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 15,269 | 516 | 0.0% | — | 355 | +15,269 | New | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Reduced | 15,269 | 516 | 0.01% | 0.01% | 354 | -1 | -0.01% | Q4 2025 | Feb 10, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 15,040 | 508 | 0.32% | — | 356 | +15,040 | New | Q4 2025 | Feb 04, 2026 |
| SWS Partners | History | Reduced | 15,010 | 507 | 0.12% | 0.13% | 358 | -757 | -4.8% | Q4 2025 | Jan 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 15,007 | 507 | 0.16% | 0.17% | 357 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Obermeyer Wealth Partners | History | No change | 14,960 | 505 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EJMK Ventures LLC | History | New | 14,449 | 488 | 0.3% | — | 360 | +14,449 | New | Q4 2025 | Mar 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,359 | 485 | 0.02% | 0.02% | 361 | +83 | 0.58% | Q4 2025 | Feb 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 14,179 | 479 | 0.16% | 0.16% | 362 | -46 | -0.32% | Q4 2025 | Jan 27, 2026 |
| TFB Advisors LLC | History | Added to | 13,906 | 470 | 0.13% | 0.13% | 363 | +635 | 4.78% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 13,394 | 452 | 0.03% | 0.03% | 364 | -764 | -5.4% | Q4 2025 | Jan 30, 2026 |
| Portland Financial Advisors Inc | History | No change | 13,275 | 448 | 0.95% | 0.96% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 13,103 | 443 | 0.67% | 0.69% | 366 | +56 | 0.43% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 13,075 | 442 | 0.02% | 0.0% | 368 | +12,347 | 1696.02% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,094 | 442 | 0.0% | 0.0% | 367 | +3,889 | 42.25% | Q4 2025 | Feb 06, 2026 |
| GDS Wealth Management | History | Added to | 13,044 | 441 | 0.03% | 0.03% | 369 | +837 | 6.86% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,013 | 439 | 0.0% | 0.0% | 370 | -23,509 | -64.37% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | Added to | 13,000 | 439 | 0.08% | 0.08% | 371 | +700 | 5.69% | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 12,848 | 434 | 0.03% | 0.01% | 372 | +6,873 | 115.03% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 12,803 | 432 | 0.01% | 0.01% | 373 | +4,647 | 56.98% | Q4 2025 | Mar 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,771 | 431 | 0.0% | 0.0% | 374 | +1,169 | 10.08% | Q4 2025 | Feb 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,727 | 430 | 0.05% | 0.05% | 375 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,622 | 426 | 0.01% | 0.01% | 377 | -6,495 | -33.97% | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 12,614 | 426 | 0.09% | 0.09% | 376 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,445 | 420 | 0.01% | 0.01% | 378 | -139 | -1.1% | Q4 2025 | Jan 06, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 12,317 | 416 | 0.29% | 0.3% | 379 | +114 | 0.93% | Q4 2025 | Feb 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 12,091 | 408 | 0.03% | 0.03% | 380 | +883 | 7.88% | Q4 2025 | Feb 11, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 12,042 | 407 | 0.37% | 0.34% | 381 | +1,082 | 9.87% | Q4 2025 | Jan 23, 2026 |
| 1ST SOURCE BANK | History | No change | 12,001 | 405 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | Added to | 11,970 | 404 | 0.05% | 0.04% | 383 | +1,840 | 18.16% | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,923 | 403 | 0.12% | 0.13% | 384 | -191 | -1.58% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,914 | 402 | 0.0% | 0.0% | 385 | +173 | 1.47% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,845 | 400 | 0.0% | 0.0% | 386 | +2,944 | 33.07% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,818 | 399 | 0.01% | 0.02% | 387 | -1,010 | -7.87% | Q4 2025 | Jan 20, 2026 |
| NORDEN GROUP LLC | History | Added to | 11,636 | 393 | 0.04% | 0.03% | 389 | +2,638 | 29.32% | Q4 2025 | Jan 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,642 | 393 | 0.17% | 0.18% | 388 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | History | No change | 11,588 | 391 | 0.15% | 0.15% | 390 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flagstone Financial Management | History | No change | 11,531 | 389 | 0.1% | 0.1% | 391 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 11,377 | 384 | 0.0% | — | 392 | +11,377 | New | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,353 | 383 | 0.06% | 0.05% | 393 | +1,437 | 14.49% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,265 | 380 | 0.01% | 0.01% | 394 | +1,315 | 13.22% | Q4 2025 | Feb 06, 2026 |
| Churchill Financial Advisors, LLC | History | New | 10,816 | 365 | 0.11% | — | 395 | +10,816 | New | Q4 2025 | Feb 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 10,753 | 363 | 0.03% | 0.04% | 396 | -1,600 | -12.95% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 10,695 | 361 | 0.01% | 0.01% | 397 | +3,060 | 40.08% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 10,661 | 360 | 0.17% | 0.14% | 398 | +1,777 | 20.0% | Q4 2025 | Jan 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 10,578 | 357 | 0.21% | 0.23% | 399 | -730 | -6.46% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Group, LLC | History | Reduced | 10,441 | 353 | 0.17% | 0.18% | 400 | -273 | -2.55% | Q4 2025 | Jan 12, 2026 |
| M1 Capital Management LLC | History | Added to | 10,347 | 349 | 0.15% | 0.13% | 401 | +1,654 | 19.03% | Q4 2025 | Feb 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 9,981 | 337 | 0.29% | 0.3% | 402 | -86 | -0.85% | Q4 2025 | Jan 21, 2026 |
| Alteri Wealth LLC | History | Added to | 9,872 | 333 | 0.11% | 0.11% | 403 | +556 | 5.97% | Q4 2025 | Feb 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 9,730 | 328 | 0.01% | 0.02% | 404 | +230 | 2.42% | Q4 2025 | Jan 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 9,658 | 326 | 0.09% | 0.08% | 405 | +1,722 | 21.7% | Q4 2025 | Feb 09, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,536 | 322 | 0.29% | — | 406 | +9,536 | New | Q4 2025 | Feb 11, 2026 |
| Balefire, LLC | History | Reduced | 9,393 | 317 | 0.06% | 0.07% | 407 | -1,239 | -11.65% | Q4 2025 | Jan 12, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 9,233 | 312 | 0.22% | 0.28% | 408 | -815 | -8.11% | Q4 2025 | Feb 10, 2026 |
| Legacy CG, LLC | History | No change | 9,178 | 310 | 0.09% | 0.09% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,104 | 307 | 0.0% | 0.0% | 410 | -1,984 | -17.89% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 9,029 | 305 | 0.01% | 0.01% | 411 | +87 | 0.97% | Q4 2025 | Feb 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 8,877 | 300 | 0.05% | 0.07% | 412 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 8,781 | 297 | 0.05% | — | 414 | +8,748 | 26509.09% | Q4 2025 | Feb 02, 2026 |
| PDS Planning, Inc | History | Reduced | 8,813 | 297 | 0.02% | 0.02% | 413 | -63 | -0.71% | Q4 2025 | Jan 26, 2026 |
| 1492 Capital Management LLC | History | No change | 8,508 | 287 | 0.11% | 0.12% | 415 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 8,423 | 284 | 0.04% | 0.04% | 416 | +83 | 1.0% | Q4 2025 | Jan 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,355 | 282 | 0.04% | 0.05% | 417 | +261 | 3.22% | Q4 2025 | Feb 03, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,340 | 281 | 0.11% | 0.1% | 418 | -1,644 | -16.47% | Q4 2025 | Feb 11, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,252 | 279 | 0.07% | 0.07% | 419 | -5 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 8,069 | 272 | 0.07% | — | 420 | +8,069 | New | Q4 2025 | Feb 02, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 8,000 | 270 | 0.09% | 0.11% | 421 | -1,000 | -11.11% | Q4 2025 | Feb 03, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 7,948 | 268 | 0.0% | — | 423 | +7,948 | New | Q4 2025 | Jan 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 7,943 | 268 | 0.01% | — | 422 | +7,943 | New | Q4 2025 | Feb 13, 2026 |
| Bulwark Capital Corp | History | Reduced | 7,922 | 267 | 0.19% | 0.23% | 425 | -861 | -9.8% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,580 | 267 | 0.01% | 0.01% | 424 | +386 | 4.71% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,830 | 264 | 0.0% | 0.0% | 427 | -2,617 | -25.05% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,830 | 264 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 7,759 | 262 | 0.07% | 0.08% | 428 | +113 | 1.48% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 7,464 | 252 | 0.09% | 0.03% | 429 | +6,956 | 1369.29% | Q4 2025 | Jan 20, 2026 |
| Redwood Investment Management, LLC | History | Added to | 7,301 | 247 | 0.03% | 0.03% | 430 | +54 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,240 | 244 | 0.08% | 0.09% | 431 | -652 | -8.26% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,168 | 242 | 0.01% | 0.01% | 432 | +41 | 0.58% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 7,146 | 241 | 0.06% | 0.07% | 433 | -194 | -2.64% | Q4 2025 | Jan 23, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 7,108 | 240 | 0.21% | — | 434 | +7,108 | New | Q4 2025 | Feb 09, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 7,119 | 240 | 0.36% | 0.41% | 435 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 7,012 | 237 | 0.19% | 0.22% | 437 | -903 | -11.41% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 7,015 | 237 | 0.01% | 0.01% | 436 | +215 | 3.16% | Q4 2025 | Feb 10, 2026 |
| Trek Financial, LLC | History | Added to | 7,001 | 236 | 0.01% | 0.01% | 438 | +909 | 14.92% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,783 | 229 | 0.01% | 0.01% | 439 | -1,263 | -15.7% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 6,693 | 226 | 0.01% | 0.01% | 440 | +4 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 6,615 | 225 | 0.05% | 0.07% | 441 | -892 | -11.88% | Q4 2025 | Feb 24, 2026 |
| Diversified Enterprises, LLC | History | No change | 6,621 | 223 | 0.01% | 0.02% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 6,529 | 220 | 0.01% | 0.01% | 443 | +22 | 0.34% | Q4 2025 | Jan 26, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,507 | 219 | 0.05% | 0.05% | 444 | +219 | 3.48% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,362 | 215 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,356 | 214 | 0.0% | 0.01% | 446 | -979 | -13.35% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,293 | 212 | 0.0% | 0.0% | 447 | +989 | 18.65% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | Reduced | 6,243 | 211 | 0.22% | 0.6% | 449 | -6,432 | -50.75% | Q4 2025 | Jan 26, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,247 | 211 | 0.02% | 0.03% | 448 | -413 | -6.2% | Q4 2025 | Jan 28, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 6,188 | 209 | 0.07% | 0.09% | 450 | -1,464 | -19.13% | Q4 2025 | Jan 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 6,122 | 206 | 0.13% | 0.14% | 452 | -396 | -6.08% | Q4 2025 | Jan 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,101 | 206 | 0.01% | 0.01% | 453 | -288 | -4.51% | Q4 2025 | Jan 27, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 6,096 | 206 | 0.11% | 0.11% | 451 | +194 | 3.29% | Q4 2025 | Jan 28, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,062 | 204 | 0.02% | 0.02% | 454 | +65 | 1.08% | Q4 2025 | Feb 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 6,020 | 203 | 0.02% | 0.02% | 455 | -100 | -1.63% | Q4 2025 | Jan 27, 2026 |
| BCK Partners, Inc. | History | No change | 6,005 | 203 | 0.11% | 0.11% | 456 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,001 | 202 | 0.01% | 0.01% | 457 | -26 | -0.43% | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 5,979 | 202 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BDFS Capital LLC | History | New | 5,968 | 201 | 0.1% | — | 459 | +5,968 | New | Q4 2025 | Feb 26, 2026 |
| Stonebridge Capital Advisors LLC | History | New | 5,941 | 200 | 0.01% | — | 460 | +5,941 | New | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 5,941 | 200 | 0.01% | 0.01% | 461 | -293 | -4.7% | Q4 2025 | Jan 20, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 5,888 | 199 | 0.01% | 0.01% | 462 | -277 | -4.49% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | New | 5,719 | 193 | 0.02% | — | 463 | +5,719 | New | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,530 | 186 | 0.01% | 0.01% | 464 | -840 | -13.19% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Added to | 5,392 | 182 | 0.0% | 0.0% | 465 | +5,173 | 2362.1% | Q4 2025 | Feb 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 5,284 | 178 | 0.04% | 0.04% | 466 | +21 | 0.4% | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,742 | 160 | 0.05% | — | 467 | +4,742 | New | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 4,260 | 144 | 0.09% | — | 468 | +4,260 | New | Q4 2025 | Feb 19, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 4,213 | 142 | 0.11% | — | 469 | +4,213 | New | Q4 2025 | Mar 05, 2026 |
| Arax Advisory Partners | History | New | 3,929 | 132 | 0.0% | — | 470 | +3,929 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 3,804 | 128 | 0.02% | 0.02% | 471 | +217 | 6.05% | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,839 | 123 | 0.04% | 0.11% | 472 | -1,406 | -26.81% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,509 | 118 | 0.0% | 0.01% | 473 | +341 | 10.76% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 3,459 | 116 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,345 | 113 | 0.06% | 0.01% | 475 | +3,000 | 869.57% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 3,165 | 107 | 0.1% | — | 476 | +3,165 | New | Q4 2025 | Mar 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,149 | 106 | 0.01% | 0.01% | 477 | +20 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | New | 3,077 | 104 | 0.01% | — | 478 | +3,077 | New | Q4 2025 | Feb 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 2,802 | 94 | 0.04% | — | 480 | +2,802 | New | Q4 2025 | Feb 10, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 2,800 | 94 | 0.0% | 0.01% | 479 | -2,300 | -45.1% | Q4 2025 | Jan 21, 2026 |
| BARCLAYS PLC | History | No change | 2,736 | 92 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,284 | 77 | 0.0% | 0.01% | 482 | -2,025 | -46.99% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Reduced | 2,205 | 74 | 0.02% | 0.02% | 483 | -39 | -1.74% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,057 | 69 | 0.01% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,964 | 66 | 0.06% | 0.1% | 485 | -26,786 | -93.17% | Q4 2025 | Feb 06, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,948 | 65 | 0.1% | 0.09% | 486 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,890 | 63 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,684 | 56 | 0.0% | 0.0% | 488 | +55 | 3.38% | Q4 2025 | Jan 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,621 | 55 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PFS Partners, LLC | History | No change | 1,573 | 53 | 0.02% | 0.03% | 490 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bogart Wealth, LLC | History | No change | 1,391 | 47 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | New | 1,343 | 45 | 0.0% | — | 492 | +1,343 | New | Q4 2025 | Feb 02, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,346 | 45 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,310 | 44 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,322 | 44 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | No change | 1,304 | 44 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,250 | 42 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,195 | 40 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,142 | 38 | 0.01% | 0.01% | 500 | -50 | -4.19% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 1,131 | 38 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,121 | 37 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,075 | 36 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,026 | 34 | 0.02% | 0.03% | 503 | -124 | -10.78% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 928 | 31 | 0.02% | — | 506 | +928 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 946 | 31 | 0.01% | 0.0% | 505 | +896 | 1792.0% | Q4 2025 | Feb 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 925 | 31 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 889 | 30 | 0.0% | — | 507 | +889 | New | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 851 | 28 | 0.0% | 0.0% | 510 | -565 | -39.9% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 852 | 28 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | No change | 831 | 28 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elyxium Wealth, LLC | History | New | 820 | 27 | 0.01% | — | 513 | +820 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 813 | 27 | 0.0% | 0.0% | 511 | +761 | 1463.46% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 815 | 27 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Freedom, LLC | History | Added to | 724 | 24 | 0.01% | 0.01% | 514 | +11 | 1.54% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 697 | 23 | 0.0% | — | 515 | +697 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 688 | 23 | 0.0% | 0.0% | 516 | -316 | -31.47% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 680 | 22 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bangor Savings Bank | History | No change | 652 | 22 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 635 | 21 | 0.0% | — | 519 | +635 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 595 | 20 | 0.0% | 0.0% | 520 | -343 | -36.57% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 555 | 18 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SouthState Bank Corp | History | No change | 465 | 15 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key Capital Management, INC | History | New | 389 | 13 | 0.01% | — | 525 | +389 | New | Q4 2025 | Jan 26, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 385 | 13 | 0.01% | — | 523 | +385 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | No change | 373 | 12 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 347 | 11 | 0.0% | — | 527 | +347 | New | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 333 | 11 | 0.01% | — | 529 | +333 | New | Q4 2025 | Feb 18, 2026 |
| Westside Investment Management, Inc. | History | No change | 346 | 11 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 259 | 8 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 235 | 7 | 0.0% | — | 533 | +235 | New | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 222 | 7 | 0.0% | — | 531 | +222 | New | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | Reduced | 230 | 7 | 0.0% | 0.0% | 534 | -101 | -30.51% | Q4 2025 | Jan 30, 2026 |
| Biltmore Family Office, LLC | History | No change | 233 | 7 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 179 | 6 | 0.01% | — | 539 | +179 | New | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 198 | 6 | 0.0% | 0.0% | 538 | +142 | 253.57% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 186 | 6 | 0.0% | 0.0% | 535 | -49 | -20.85% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 192 | 6 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 202 | 6 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 155 | 5 | 0.0% | 0.0% | 541 | -13 | -7.74% | Q4 2025 | Jan 29, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 150 | 5 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | New | 137 | 4 | 0.0% | — | 542 | +137 | New | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 95 | 3 | 0.0% | — | 544 | +95 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 94 | 3 | 0.0% | — | 546 | +94 | New | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 93 | 3 | 0.0% | — | 547 | +93 | New | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | No change | 93 | 3 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fairscale Capital, LLC | History | New | 75 | 2 | 0.0% | — | 548 | +75 | New | Q4 2025 | Feb 17, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 67 | 2 | 0.0% | 0.0% | 549 | -21 | -23.86% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 37 | 1 | 0.0% | 0.0% | 550 | -109,900 | -99.97% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 553 | -139 | -76.37% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 37 | 1 | 0.0% | 0.0% | 551 | -118 | -76.13% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 38 | 1 | 0.0% | 0.0% | 552 | -83 | -68.6% | Q4 2025 | Jan 20, 2026 |
| Operose Advisors LLC | History | New | 33 | 1 | 0.0% | — | 555 | +33 | New | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 29 | 1 | 0.0% | — | 557 | +29 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 57 | 1 | 0.0% | 0.0% | 554 | +8 | 16.33% | Q4 2025 | Feb 03, 2026 |
| Compass Financial Services Inc | History | Added to | 38 | 1 | 0.0% | 0.0% | 556 | +1 | 2.7% | Q4 2025 | Feb 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,034,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 4.54% | — | -922,179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.6% | — | -752,977 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.14% | — | -376,265 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 1.65% | — | -276,016 | -100.0% | Q3 2025 | Nov 06, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 1.27% | — | -245,638 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.22% | — | -234,524 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.9% | — | -187,474 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -186,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.35% | — | -81,442 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -68,350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -55,128 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -50,742 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,890 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -45,868 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIFG Consultants Ltd. | History | Closed out | 0 | 0 | — | 2.52% | — | -42,229 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.16% | — | -35,836 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Austin Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,664 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -26,677 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Raleigh Capital Management Inc. | History | Reduced | 28 | 0 | — | 0.33% | — | -25,433 | -99.89% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -23,110 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.25% | — | -19,262 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -17,478 | -100.0% | Q3 2025 | Feb 11, 2026 |
| International Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -14,425 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,407 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -10,127 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,784 | -100.0% | Q3 2025 | Oct 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOVUS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -7,966 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,340 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Alpha Cubed Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,069 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -5,916 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,911 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,878 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -1,925 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,155 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.02% | — | -942 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -849 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -403 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -317 | -100.0% | Q3 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prudent Man Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Integrity Financial Corp /WA | History | Reduced | 10 | 0 | — | 0.0% | — | -73 | -87.95% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Kingdom Financial Group LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Solstein Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |