SPDR SERIES TRUST - SPSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 50,904,613 | 1,537,319 | 1.1% | 1.13% | 1 | +2,148,265 | 4.41% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 9,425,480 | 284,649 | 0.08% | 0.07% | 2 | +1,518,271 | 19.2% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,737,196 | 263,863 | 3.25% | 3.29% | 3 | +340,112 | 4.05% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 8,712,343 | 263,112 | 0.02% | 0.01% | 4 | +1,017,975 | 13.23% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,393,686 | 162,889 | 0.05% | 0.04% | 5 | +773,540 | 16.74% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,176,270 | 156,323 | 0.24% | 0.21% | 6 | +802,056 | 18.34% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,863,099 | 146,865 | 0.01% | 0.01% | 7 | -59,911 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 4,365,866 | 131,850 | 3.59% | 3.57% | 8 | +130,510 | 3.08% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,879,251 | 117,153 | 0.02% | — | 9 | +3,879,251 | New | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | Reduced | 3,733,540 | 112,752 | 1.54% | 3.03% | 10 | -642,025 | -14.67% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,677,610 | 111,063 | 0.02% | 0.01% | 11 | +1,269,768 | 52.73% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,541,350 | 106,948 | 0.64% | 0.6% | 12 | +286,024 | 8.79% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 3,399,608 | 102,668 | 0.0% | 0.0% | 13 | +122,366 | 3.73% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 2,997,561 | 90,526 | 5.0% | 5.36% | 14 | +109,000 | 3.77% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 2,500,781 | 75,523 | 0.01% | 0.01% | 15 | +433,606 | 20.98% | Q4 2025 | Jan 29, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,240,542 | 67,664 | 5.05% | 5.16% | 16 | +107,839 | 5.06% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,200,226 | 66,437 | 0.02% | 0.01% | 17 | +45,930 | 2.13% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,181,566 | 65,883 | 0.04% | 0.04% | 18 | +206,334 | 10.45% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,069,264 | 62,491 | 0.01% | 0.01% | 19 | -106,982 | -4.92% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Added to | 1,796,150 | 54,243 | 0.06% | 0.06% | 20 | +172,758 | 10.64% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 1,786,100 | 53,940 | 0.06% | 0.07% | 21 | +96,843 | 5.73% | Q4 2025 | Feb 13, 2026 |
| Rodgers & Associates, LTD | History | Added to | 1,650,811 | 49,854 | 5.05% | 5.04% | 22 | +35,618 | 2.21% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,541,393 | 46,550 | 0.07% | 0.06% | 23 | +11,468 | 0.75% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Added to | 1,450,662 | 43,810 | 1.55% | 1.93% | 24 | +161,263 | 12.51% | Q4 2025 | Jan 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 1,355,085 | 40,923 | 5.9% | 5.64% | 25 | +90,654 | 7.17% | Q4 2025 | Jan 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,324,108 | 39,997 | 0.1% | 0.1% | 26 | +13,651 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 1,187,043 | 35,848 | 2.76% | 2.82% | 27 | +30,170 | 2.61% | Q4 2025 | Jan 23, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,135,263 | 34,284 | 3.79% | 3.64% | 28 | -20,012 | -1.73% | Q4 2025 | Feb 06, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 1,128,112 | 34,068 | 4.71% | 4.71% | 29 | +44,650 | 4.12% | Q4 2025 | Jan 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 1,126,296 | 34,014 | 4.57% | 5.07% | 30 | +84,382 | 8.1% | Q4 2025 | Feb 17, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,098,274 | 33,167 | 10.71% | 10.85% | 31 | +69,153 | 6.72% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | Added to | 1,062,335 | 32,082 | 4.17% | 4.28% | 32 | +37,412 | 3.65% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,045,218 | 31,565 | 0.01% | 0.01% | 33 | +51,690 | 5.2% | Q4 2025 | Feb 18, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,040,150 | 31,412 | 0.01% | 0.01% | 34 | -64,998 | -5.88% | Q4 2025 | Feb 09, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,033,002 | 31,196 | 5.4% | 5.51% | 35 | +31,982 | 3.19% | Q4 2025 | Jan 29, 2026 |
| SoundView Advisors Inc. | History | New | 1,020,108 | 30,807 | 10.75% | — | 36 | +1,020,108 | New | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 976,410 | 29,487 | 0.21% | 0.18% | 37 | +172,617 | 21.48% | Q4 2025 | Feb 11, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 950,467 | 28,704 | 10.4% | 11.45% | 38 | -21,331 | -2.2% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 938,292 | 28,336 | 0.46% | 0.48% | 39 | -2,518 | -0.27% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 868,819 | 26,238 | 0.16% | 0.02% | 40 | +751,815 | 642.55% | Q4 2025 | Feb 17, 2026 |
| Flagstone Financial Management | History | Added to | 852,175 | 25,735 | 6.6% | 6.52% | 41 | +35,920 | 4.4% | Q4 2025 | Feb 09, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 834,847 | 25,212 | 0.05% | 0.05% | 42 | -105,975 | -11.26% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 815,858 | 24,638 | 0.45% | 0.49% | 43 | -6,138 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 801,642 | 24,209 | 2.91% | 3.04% | 44 | +2,626 | 0.33% | Q4 2025 | Jan 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 757,882 | 22,888 | 1.39% | 1.41% | 45 | +26,248 | 3.59% | Q4 2025 | Feb 18, 2026 |
| Horizon Investments, LLC | History | Added to | 747,595 | 22,577 | 0.29% | 0.29% | 46 | +11,015 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 733,901 | 22,163 | 0.18% | 0.21% | 47 | +28,597 | 4.05% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 705,974 | 21,320 | 0.06% | 0.07% | 48 | -13,432 | -1.87% | Q4 2025 | Jan 26, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 687,887 | 20,774 | 4.84% | 4.99% | 49 | +6,181 | 0.91% | Q4 2025 | Feb 10, 2026 |
| SWMG, LLC | History | Added to | 675,184 | 20,417 | 5.67% | 5.51% | 50 | +74,290 | 12.36% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 667,814 | 20,167 | 0.49% | 0.51% | 51 | +5,972 | 0.9% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 665,617 | 20,101 | 4.24% | 4.26% | 52 | +24,852 | 3.88% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 659,475 | 19,935 | 0.03% | 0.03% | 53 | +56,254 | 9.33% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 638,633 | 19,286 | 0.22% | 0.19% | 54 | +93,814 | 17.22% | Q4 2025 | Feb 05, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 638,181 | 19,273 | 3.72% | 4.01% | 55 | -41,798 | -6.15% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 605,633 | 18,290 | 0.03% | 0.03% | 56 | +30,507 | 5.3% | Q4 2025 | Mar 16, 2026 |
| Hardy Reed LLC | History | Added to | 568,878 | 17,180 | 1.23% | 1.24% | 57 | +12,200 | 2.19% | Q4 2025 | Feb 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 549,960 | 16,608 | 7.56% | 7.43% | 58 | +35,807 | 6.96% | Q4 2025 | Jan 12, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 538,923 | 16,275 | 1.19% | 1.34% | 59 | -57,623 | -9.66% | Q4 2025 | Feb 12, 2026 |
| TrueMark Investments, LLC | History | Added to | 505,908 | 15,278 | 2.92% | 0.09% | 60 | +488,979 | 2888.41% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 490,407 | 14,810 | 0.21% | 0.2% | 61 | +43,583 | 9.75% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 485,436 | 14,660 | 0.11% | — | 62 | +485,436 | New | Q4 2025 | Feb 18, 2026 |
| Woodside Wealth Management LLC | History | Added to | 479,805 | 14,490 | 10.81% | 11.25% | 63 | +8,818 | 1.87% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 479,615 | 14,484 | 0.02% | 0.02% | 64 | -2,836 | -0.59% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 479,439 | 14,479 | 0.21% | 0.22% | 65 | +13,234 | 2.84% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Management, Inc. | History | Added to | 475,691 | 14,365 | 2.34% | 2.28% | 66 | +21,407 | 4.71% | Q4 2025 | Feb 06, 2026 |
| Saiph Capital, LLC | History | Added to | 465,275 | 14,051 | 5.05% | 4.98% | 67 | +8,918 | 1.95% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Added to | 459,438 | 13,878 | 0.61% | 0.62% | 68 | +2,479 | 0.54% | Q4 2025 | Feb 09, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 452,966 | 13,679 | 1.75% | 1.02% | 69 | +225,667 | 99.28% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 451,499 | 13,635 | 0.09% | 0.08% | 70 | +112,023 | 33.0% | Q4 2025 | Feb 17, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 450,568 | 13,607 | 1.47% | 1.6% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROGCO, LP | History | Added to | 443,186 | 13,384 | 4.43% | 4.52% | 72 | +17,974 | 4.23% | Q4 2025 | Jan 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 438,476 | 13,241 | 0.17% | 0.19% | 73 | -65,930 | -13.07% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 429,735 | 12,977 | 0.07% | 0.08% | 74 | -28,008 | -6.12% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 418,306 | 12,632 | 0.24% | 0.25% | 75 | +13,160 | 3.25% | Q4 2025 | Feb 03, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 405,520 | 12,262 | 2.75% | 2.95% | 76 | +4,427 | 1.1% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Reduced | 375,619 | 11,343 | 1.03% | 1.1% | 77 | -7,318 | -1.91% | Q4 2025 | Jan 12, 2026 |
| Timonier Family Office, LTD. | History | Added to | 367,857 | 11,109 | 3.53% | 3.43% | 78 | +22,325 | 6.46% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 354,000 | 10,690 | 0.0% | 0.0% | 79 | +42,300 | 13.57% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 340,760 | 10,290 | 0.65% | 0.66% | 80 | +17,554 | 5.43% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 337,752 | 10,200 | 0.05% | 0.06% | 81 | -37,460 | -9.98% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 326,295 | 9,854 | 0.01% | 0.01% | 82 | +15,631 | 5.03% | Q4 2025 | Feb 12, 2026 |
| TRUEFG, LLC | History | Added to | 301,143 | 9,094 | 2.44% | 2.49% | 83 | +4,162 | 1.4% | Q4 2025 | Jan 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 300,739 | 9,082 | 0.0% | 0.0% | 84 | -12,155 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 296,110 | 8,942 | 0.02% | 0.03% | 85 | -4,200 | -1.4% | Q4 2025 | Jan 26, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 293,997 | 8,878 | 2.04% | — | 86 | +293,997 | New | Q4 2025 | Feb 03, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 293,054 | 8,850 | 0.45% | 0.47% | 87 | -10,515 | -3.46% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 283,814 | 8,571 | 2.9% | 2.82% | 88 | -18,678 | -6.17% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 269,639 | 8,143 | 0.3% | 0.39% | 89 | -1,272 | -0.47% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 267,624 | 8,085 | 0.01% | 0.0% | 90 | +219,422 | 455.21% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 264,605 | 7,991 | 0.04% | 0.04% | 91 | +33,774 | 14.63% | Q4 2025 | Jan 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 263,003 | 7,942 | 1.36% | 1.38% | 92 | -175 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Fortune 45 LLC | History | Added to | 259,640 | 7,846 | 3.75% | 3.8% | 93 | +12,125 | 4.9% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 249,887 | 7,546 | 0.42% | 0.4% | 94 | +17,299 | 7.44% | Q4 2025 | Jan 29, 2026 |
| Climber Capital SA | History | New | 251,969 | 7,490 | 4.88% | — | 95 | +251,969 | New | Q4 2025 | Feb 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 247,395 | 7,471 | 0.42% | 0.44% | 96 | +11,574 | 4.91% | Q4 2025 | Feb 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 245,974 | 7,428 | 0.36% | 0.46% | 97 | +29,206 | 13.47% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 245,943 | 7,427 | 0.1% | 0.13% | 98 | +29,175 | 13.46% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Reduced | 245,805 | 7,423 | 0.11% | 0.12% | 99 | -5,413 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 244,681 | 7,389 | 0.08% | 0.07% | 100 | +40,097 | 19.6% | Q4 2025 | Feb 10, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 238,369 | 7,198 | 2.15% | 2.29% | 101 | -183 | -0.08% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 237,270 | 7,165 | 0.02% | 0.02% | 102 | +32,664 | 15.96% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 235,880 | 7,123 | 0.23% | 0.42% | 103 | -243,319 | -50.78% | Q4 2025 | Jan 09, 2026 |
| GAMMA Investing LLC | History | Added to | 232,500 | 7,021 | 0.35% | 0.35% | 104 | +22,788 | 10.87% | Q4 2025 | Jan 05, 2026 |
| Cooke Wealth Management, LLC | History | New | 231,631 | 7,002 | 6.11% | — | 105 | +231,631 | New | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 231,164 | 6,981 | 0.02% | 0.03% | 106 | -3,043 | -1.3% | Q4 2025 | Feb 06, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 228,061 | 6,887 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 227,271 | 6,864 | 0.02% | 0.02% | 108 | -46,847 | -17.09% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 218,807 | 6,607 | 0.01% | 0.0% | 109 | +207,156 | 1778.01% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Added to | 217,843 | 6,578 | 0.84% | 0.88% | 110 | +75 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | Added to | 215,813 | 6,517 | 0.08% | 0.07% | 111 | +35,100 | 19.42% | Q4 2025 | Feb 04, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 203,488 | 6,145 | 1.12% | 1.13% | 112 | +1,430 | 0.71% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 201,883 | 6,096 | 0.13% | 0.12% | 113 | +22,132 | 12.31% | Q4 2025 | Feb 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 199,232 | 6,016 | 0.33% | 0.26% | 114 | +45,905 | 29.94% | Q4 2025 | Jan 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 196,151 | 5,923 | 0.92% | 0.91% | 115 | +13,939 | 7.65% | Q4 2025 | Feb 06, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 195,019 | 5,889 | 3.32% | 1.29% | 116 | +121,930 | 166.82% | Q4 2025 | Jan 30, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 194,237 | 5,865 | 0.59% | 0.31% | 117 | +105,452 | 118.77% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 192,116 | 5,801 | 0.1% | 0.12% | 118 | +621 | 0.32% | Q4 2025 | Jan 16, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 191,187 | 5,773 | 0.5% | 0.48% | 119 | +5,143 | 2.76% | Q4 2025 | Feb 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 186,605 | 5,635 | 0.1% | 0.12% | 120 | +5,125 | 2.82% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 186,064 | 5,619 | 0.01% | 0.0% | 121 | +72,491 | 63.83% | Q4 2025 | Feb 13, 2026 |
| Martin Capital Partners, LLC | History | Added to | 184,823 | 5,582 | 2.1% | 2.17% | 122 | +27 | 0.01% | Q4 2025 | Jan 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 183,700 | 5,547 | 0.33% | 0.27% | 123 | +12,821 | 7.5% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 176,596 | 5,323 | 0.03% | 0.04% | 124 | -7,451 | -4.05% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 171,234 | 5,171 | 0.13% | 0.13% | 125 | -7,002 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 167,700 | 5,064 | 3.57% | 3.88% | 126 | -1,627 | -0.96% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 166,116 | 5,016 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 164,916 | 4,980 | 1.15% | 1.23% | 128 | +2,930 | 1.81% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 164,543 | 4,969 | 0.08% | 0.08% | 129 | +3,348 | 2.08% | Q4 2025 | Feb 09, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | New | 164,308 | 4,962 | 2.37% | — | 130 | +164,308 | New | Q4 2025 | Jan 28, 2026 |
| Marmo Financial Group, LLC | History | Added to | 163,284 | 4,931 | 2.33% | 2.35% | 131 | +2,829 | 1.76% | Q4 2025 | Feb 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 162,225 | 4,899 | 0.2% | 0.21% | 132 | -2,760 | -1.67% | Q4 2025 | Feb 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 161,576 | 4,884 | 1.31% | 1.64% | 133 | +4,470 | 2.85% | Q4 2025 | Jan 27, 2026 |
| Destination Wealth Management | History | Reduced | 154,065 | 4,652 | 0.12% | 0.14% | 134 | -10,329 | -6.28% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 153,535 | 4,636 | 0.52% | 0.56% | 135 | -6,370 | -3.98% | Q4 2025 | Jan 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 151,271 | 4,568 | 0.34% | 0.02% | 136 | +143,977 | 1973.91% | Q4 2025 | Jan 28, 2026 |
| Gibbs Wealth Management | History | Reduced | 151,068 | 4,565 | 1.1% | 1.1% | 137 | -10,051 | -6.24% | Q4 2025 | Jan 23, 2026 |
| Eukles Asset Management | History | Added to | 150,013 | 4,530 | 1.76% | 1.74% | 138 | +2,685 | 1.82% | Q4 2025 | Feb 09, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 149,796 | 4,523 | 1.75% | 1.64% | 139 | +14,058 | 10.36% | Q4 2025 | Jan 09, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 145,459 | 4,392 | 2.46% | 2.57% | 140 | +2,091 | 1.46% | Q4 2025 | Mar 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 143,960 | 4,347 | 0.02% | 0.02% | 141 | +8,023 | 5.9% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Added to | 141,542 | 4,274 | 2.8% | 1.07% | 142 | +90,870 | 179.33% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 141,184 | 4,264 | 0.01% | 0.01% | 143 | +34 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Financial Plan, Inc. | History | New | 140,432 | 4,241 | 0.49% | — | 144 | +140,432 | New | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | Reduced | 140,415 | 4,240 | 0.06% | 0.06% | 145 | -452 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 140,065 | 4,229 | 0.03% | 0.03% | 146 | +4,341 | 3.2% | Q4 2025 | Feb 12, 2026 |
| Parcion Private Wealth LLC | History | Added to | 138,808 | 4,192 | 0.26% | 0.26% | 147 | +1,123 | 0.82% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 136,891 | 4,134 | 0.0% | 0.01% | 148 | -15,799 | -10.35% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 135,438 | 4,090 | 0.05% | 0.04% | 149 | +38,511 | 39.73% | Q4 2025 | Feb 10, 2026 |
| Eagle Wealth Advisors LLC | History | New | 135,241 | 4,084 | 3.48% | — | 150 | +135,241 | New | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Added to | 134,667 | 4,066 | 0.32% | 0.32% | 151 | +4,345 | 3.33% | Q4 2025 | Jan 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 130,596 | 3,943 | 0.12% | 0.12% | 152 | -3,651 | -2.72% | Q4 2025 | Jan 23, 2026 |
| Orin Green Financial, LLC | History | Added to | 129,791 | 3,919 | 1.57% | 1.55% | 153 | +1,548 | 1.21% | Q4 2025 | Feb 06, 2026 |
| Oasis Advisors, LLC | History | New | 123,647 | 3,734 | 1.98% | — | 154 | +123,647 | New | Q4 2025 | Apr 07, 2026 |
| STAR Financial Bank | History | Added to | 122,799 | 3,708 | 1.89% | 1.95% | 155 | +13,859 | 12.72% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 122,340 | 3,694 | 0.05% | 0.05% | 156 | -109 | -0.09% | Q4 2025 | Jan 22, 2026 |
| IRON Financial LLC | History | Added to | 121,466 | 3,668 | 1.69% | 1.74% | 157 | +1,749 | 1.46% | Q4 2025 | Jan 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 119,304 | 3,602 | 1.19% | 1.15% | 158 | +10,601 | 9.75% | Q4 2025 | Feb 17, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 117,000 | 3,533 | 2.37% | 2.46% | 159 | -1,419 | -1.2% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 116,423 | 3,515 | 0.11% | 0.11% | 160 | +921 | 0.8% | Q4 2025 | Jan 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 114,109 | 3,446 | 0.04% | 0.15% | 161 | -307,009 | -72.9% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 113,466 | 3,426 | 0.71% | 0.77% | 162 | -3,804 | -3.24% | Q4 2025 | Jan 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 109,661 | 3,311 | 0.06% | 0.05% | 163 | +10,134 | 10.18% | Q4 2025 | Jan 22, 2026 |
| DGS Capital Management, LLC | History | Added to | 109,257 | 3,299 | 0.56% | 0.59% | 164 | +1,474 | 1.37% | Q4 2025 | Feb 24, 2026 |
| WHITTIER TRUST CO | History | Reduced | 106,058 | 3,206 | 0.03% | 0.04% | 165 | -2,323 | -2.14% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Added to | 100,232 | 3,027 | 0.04% | 0.04% | 166 | +2,001 | 2.04% | Q4 2025 | Feb 05, 2026 |
| McMill Wealth Management | History | Added to | 99,244 | 2,997 | 0.84% | 0.85% | 167 | +462 | 0.47% | Q4 2025 | Feb 23, 2026 |
| Manske Wealth Management | History | Added to | 95,996 | 2,899 | 0.86% | 0.8% | 168 | +10,309 | 12.03% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 94,968 | 2,868 | 0.07% | 0.08% | 169 | -4,191 | -4.23% | Q4 2025 | Jan 07, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 92,465 | 2,792 | 0.46% | 0.45% | 170 | +3,243 | 3.63% | Q4 2025 | Jan 07, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 92,260 | 2,786 | 0.1% | 0.13% | 171 | -17,090 | -15.63% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 92,012 | 2,778 | 0.0% | 0.0% | 172 | -7,792 | -7.81% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 91,189 | 2,753 | 0.01% | 0.01% | 173 | +3,878 | 4.44% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,118 | 2,661 | 0.0% | 0.0% | 174 | -3,862 | -4.2% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 87,813 | 2,651 | 0.0% | 0.0% | 175 | -1,119 | -1.26% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 87,326 | 2,637 | 0.11% | 0.02% | 176 | +72,396 | 484.9% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 86,140 | 2,601 | 0.03% | 0.03% | 177 | -1,764 | -2.01% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 85,944 | 2,595 | 0.04% | 0.01% | 178 | +58,914 | 217.96% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Nebraska | History | Added to | 84,912 | 2,564 | 0.29% | 0.29% | 179 | +3,759 | 4.63% | Q4 2025 | Jan 28, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 83,259 | 2,514 | 0.53% | 0.53% | 180 | +4,888 | 6.24% | Q4 2025 | Jan 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 82,469 | 2,490 | 0.44% | 0.45% | 181 | +3,140 | 3.96% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 81,832 | 2,471 | 0.19% | 0.1% | 182 | +40,308 | 97.07% | Q4 2025 | Jan 23, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 79,759 | 2,408 | 1.71% | 1.9% | 183 | -1,258 | -1.55% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 79,597 | 2,404 | 0.15% | 0.15% | 184 | +654 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Auour Investments LLC | History | Added to | 79,217 | 2,392 | 0.76% | 0.7% | 185 | +8,008 | 11.25% | Q4 2025 | Jan 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 78,918 | 2,383 | 0.02% | 0.02% | 186 | -1,487 | -1.85% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 78,824 | 2,380 | 0.18% | 0.14% | 187 | +17,017 | 27.53% | Q4 2025 | Jan 29, 2026 |
| Powerhouse Assets LLC | History | New | 78,547 | 2,372 | 2.09% | — | 188 | +78,547 | New | Q4 2025 | Jan 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 78,266 | 2,363 | 0.51% | 0.52% | 189 | -342 | -0.44% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 76,007 | 2,317 | 0.06% | 0.06% | 190 | +5,079 | 7.16% | Q4 2025 | Jan 30, 2026 |
| OLIO Financial Planning | History | Added to | 76,703 | 2,316 | 0.65% | 0.66% | 191 | +2,975 | 4.04% | Q4 2025 | Jan 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 76,564 | 2,312 | 0.16% | 0.15% | 192 | +4,862 | 6.78% | Q4 2025 | Jan 14, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 74,531 | 2,250 | 0.93% | — | 193 | +74,531 | New | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 74,187 | 2,240 | 0.05% | 0.05% | 194 | -1,640 | -2.16% | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 73,728 | 2,226 | 0.02% | — | 195 | +73,728 | New | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 73,503 | 2,220 | 0.16% | 0.36% | 196 | +17,009 | 30.11% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 72,859 | 2,200 | 0.1% | 0.1% | 197 | +4,702 | 6.9% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 72,737 | 2,196 | 0.01% | — | 198 | +72,737 | New | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 72,486 | 2,189 | 0.1% | 0.1% | 199 | +10,487 | 16.91% | Q4 2025 | Feb 05, 2026 |
| Mechanics Financial Corp | History | Added to | 71,937 | 2,172 | 0.8% | 0.77% | 200 | +4,697 | 6.99% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 70,993 | 2,143 | 0.0% | 0.0% | 201 | -8,421 | -10.6% | Q4 2025 | Mar 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 70,527 | 2,129 | 0.29% | 0.28% | 202 | +2,381 | 3.49% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 70,129 | 2,117 | 0.12% | 0.12% | 203 | +3,591 | 5.4% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 69,422 | 2,097 | 0.02% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 68,250 | 2,061 | 1.55% | 1.6% | 205 | +30 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 66,630 | 2,012 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Square, LLC | History | Added to | 65,843 | 1,988 | 1.01% | 0.94% | 207 | +5,012 | 8.24% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 64,400 | 1,944 | 1.54% | — | 208 | +64,400 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 64,339 | 1,943 | 0.01% | 0.01% | 209 | -19,977 | -23.69% | Q4 2025 | Jan 29, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 64,366 | 1,943 | 1.27% | 1.38% | 210 | -2,251 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 64,242 | 1,940 | 0.03% | 0.02% | 211 | +8,964 | 16.22% | Q4 2025 | Feb 18, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 64,112 | 1,936 | 1.24% | 1.3% | 212 | +1,362 | 2.17% | Q4 2025 | Feb 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 63,994 | 1,932 | 0.01% | 0.01% | 213 | +5,878 | 10.11% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 63,885 | 1,929 | 0.01% | 0.01% | 214 | +2,929 | 4.81% | Q4 2025 | Feb 18, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 62,591 | 1,894 | 0.22% | 0.3% | 215 | -17,200 | -21.56% | Q4 2025 | Feb 03, 2026 |
| Sharper & Granite LLC | History | Added to | 62,364 | 1,883 | 0.66% | 0.63% | 216 | +4,434 | 7.65% | Q4 2025 | Jan 27, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 61,553 | 1,860 | 0.44% | 0.46% | 217 | +2,984 | 5.09% | Q4 2025 | Jan 14, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 60,266 | 1,820 | 0.3% | 0.3% | 218 | +1,347 | 2.29% | Q4 2025 | Jan 22, 2026 |
| CITY HOLDING CO | History | Added to | 59,974 | 1,811 | 0.22% | 0.2% | 219 | +6,401 | 11.95% | Q4 2025 | Jan 22, 2026 |
| GEM Asset Management, LLC | History | Added to | 59,745 | 1,806 | 0.8% | 0.6% | 220 | +17,986 | 43.07% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,776 | 1,775 | 0.02% | 0.01% | 221 | +31,437 | 114.99% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 58,060 | 1,753 | 0.95% | 0.97% | 222 | +1,217 | 2.14% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 57,394 | 1,733 | 0.0% | 0.01% | 223 | -29,736 | -34.13% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,302 | 1,730 | 0.06% | 0.01% | 224 | +54,497 | 1942.85% | Q4 2025 | Feb 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 55,871 | 1,687 | 0.18% | 0.17% | 225 | +4,060 | 7.84% | Q4 2025 | Jan 29, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 55,621 | 1,679 | 1.0% | 1.96% | 226 | -41,317 | -42.62% | Q4 2025 | Feb 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 53,257 | 1,608 | 0.1% | 0.11% | 227 | -1,000 | -1.84% | Q4 2025 | Jan 23, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 52,842 | 1,595 | 1.72% | — | 228 | +52,842 | New | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 52,790 | 1,594 | 0.21% | 0.21% | 229 | +590 | 1.13% | Q4 2025 | Feb 13, 2026 |
| FCA CORP /TX | History | Added to | 52,188 | 1,576 | 0.44% | 0.43% | 230 | +1,579 | 3.12% | Q4 2025 | Feb 11, 2026 |
| Portland Financial Advisors Inc | History | Added to | 51,975 | 1,569 | 3.34% | 2.92% | 231 | +6,757 | 14.94% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 51,432 | 1,557 | 0.0% | 0.0% | 232 | +1,615 | 3.24% | Q4 2025 | Feb 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 51,490 | 1,554 | 0.12% | 0.12% | 233 | -250 | -0.48% | Q4 2025 | Jan 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 51,272 | 1,548 | 0.27% | 0.25% | 234 | +4,049 | 8.57% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 51,077 | 1,542 | 0.0% | 0.0% | 235 | +1,585 | 3.2% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Group, LLC | History | Added to | 50,133 | 1,514 | 0.73% | 0.58% | 236 | +11,878 | 31.05% | Q4 2025 | Jan 12, 2026 |
| BFSG, LLC | History | Added to | 49,809 | 1,504 | 0.15% | 0.1% | 237 | +16,310 | 48.69% | Q4 2025 | Jan 22, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 49,483 | 1,494 | 0.7% | 1.2% | 238 | -35,845 | -42.01% | Q4 2025 | Feb 26, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 49,439 | 1,493 | 0.87% | 1.19% | 239 | -17,994 | -26.68% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 48,936 | 1,478 | 0.05% | 0.04% | 240 | +9,832 | 25.14% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Reduced | 48,811 | 1,474 | 0.05% | 0.07% | 241 | -10,777 | -18.09% | Q4 2025 | Feb 17, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 48,742 | 1,472 | 0.21% | 0.21% | 242 | -3,617 | -6.91% | Q4 2025 | Feb 10, 2026 |
| New Hampshire Trust | History | Added to | 48,602 | 1,467 | 0.29% | 0.13% | 243 | +25,706 | 112.27% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 48,466 | 1,463 | 0.65% | 0.67% | 244 | -905 | -1.83% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 47,315 | 1,428 | 0.07% | 0.08% | 245 | -13,200 | -21.81% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 46,747 | 1,411 | 0.13% | 0.13% | 246 | -30 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 46,376 | 1,400 | 0.06% | 0.06% | 248 | +4,379 | 10.43% | Q4 2025 | Feb 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 46,365 | 1,400 | 0.69% | 0.75% | 247 | +1,361 | 3.02% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,314 | 1,398 | 0.0% | 0.0% | 249 | +4,056 | 9.6% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Reduced | 46,213 | 1,395 | 0.09% | 0.09% | 250 | -607 | -1.3% | Q4 2025 | Feb 09, 2026 |
| Entelevest, LLC | History | New | 45,874 | 1,385 | 1.39% | — | 251 | +45,874 | New | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Added to | 45,557 | 1,375 | 0.05% | 0.05% | 252 | +3,092 | 7.28% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 44,117 | 1,332 | 0.07% | 0.11% | 253 | -15,688 | -26.23% | Q4 2025 | Jan 26, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 43,882 | 1,325 | 0.08% | 0.09% | 254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 43,561 | 1,315 | 0.12% | 0.13% | 255 | -13 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Thrive Capital Management, LLC | History | Added to | 43,136 | 1,302 | 0.29% | 0.31% | 256 | +3,545 | 8.95% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | Added to | 42,914 | 1,296 | 0.04% | 0.05% | 257 | +493 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 42,755 | 1,291 | 0.06% | 0.06% | 258 | +950 | 2.27% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 41,722 | 1,260 | 0.08% | 0.09% | 259 | -4,148 | -9.04% | Q4 2025 | Feb 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 41,639 | 1,257 | 0.11% | 0.12% | 260 | -1,503 | -3.48% | Q4 2025 | Feb 12, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 41,630 | 1,257 | 0.26% | 0.29% | 261 | -368 | -0.88% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 40,963 | 1,237 | 0.02% | 0.02% | 262 | +4,398 | 12.03% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 39,917 | 1,205 | 0.06% | 0.09% | 263 | -35,727 | -47.23% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 39,637 | 1,197 | 0.02% | 0.02% | 264 | -700 | -1.74% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 38,818 | 1,172 | 0.04% | 0.1% | 265 | -49,721 | -56.16% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,647 | 1,167 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 38,109 | 1,150 | 0.34% | 0.32% | 267 | +2,025 | 5.61% | Q4 2025 | Jan 22, 2026 |
| Orion Capital Management LLC | History | Added to | 37,946 | 1,145 | 0.38% | 0.39% | 268 | +1,304 | 3.56% | Q4 2025 | Feb 03, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 37,199 | 1,124 | 0.11% | 0.12% | 269 | -170 | -0.45% | Q4 2025 | Jan 12, 2026 |
| TritonPoint Partners, LLC | History | New | 37,158 | 1,122 | 0.6% | — | 270 | +37,158 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 36,982 | 1,116 | 0.0% | 0.0% | 271 | +20,079 | 118.79% | Q4 2025 | Feb 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 36,913 | 1,114 | 0.31% | 0.37% | 272 | -4,993 | -11.91% | Q4 2025 | Feb 12, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 36,834 | 1,112 | 0.08% | 0.08% | 273 | +1,491 | 4.22% | Q4 2025 | Jan 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 36,704 | 1,108 | 0.05% | — | 274 | +36,704 | New | Q4 2025 | Jan 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 36,670 | 1,107 | 0.64% | 0.67% | 275 | -581 | -1.56% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 36,229 | 1,094 | 0.15% | 0.18% | 276 | -3,554 | -8.93% | Q4 2025 | Feb 17, 2026 |
| Blue Water Asset Management | History | New | 35,554 | 1,073 | 0.39% | — | 277 | +35,554 | New | Q4 2025 | Feb 05, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 35,360 | 1,067 | 0.11% | 0.11% | 278 | -165 | -0.46% | Q4 2025 | Jan 26, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 34,811 | 1,051 | 0.01% | 0.01% | 279 | +12,037 | 52.85% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 34,765 | 1,049 | 0.01% | 0.02% | 280 | -27,446 | -44.12% | Q4 2025 | Feb 11, 2026 |
| GLOBALT Investments LLC / GA | History | New | 34,418 | 1,039 | 0.04% | — | 281 | +34,418 | New | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,086 | 1,029 | 0.0% | 0.0% | 282 | +5,403 | 18.84% | Q4 2025 | Feb 18, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 33,972 | 1,025 | 0.01% | 0.01% | 283 | +6,869 | 25.34% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 33,634 | 1,015 | 0.01% | 0.02% | 284 | -33,032 | -49.55% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 33,047 | 998 | 0.12% | 0.13% | 285 | -225 | -0.68% | Q4 2025 | Jan 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 32,627 | 985 | 0.2% | 0.22% | 286 | +1,647 | 5.32% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 32,313 | 975 | 0.09% | 0.1% | 287 | +1,348 | 4.35% | Q4 2025 | Jan 30, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 32,273 | 974 | 0.29% | 0.3% | 288 | +169 | 0.53% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 32,179 | 971 | 0.02% | 0.02% | 289 | +1,062 | 3.41% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 31,745 | 958 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 31,335 | 946 | 0.03% | 0.03% | 291 | +3,518 | 12.65% | Q4 2025 | Jan 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 30,268 | 914 | 0.01% | 0.01% | 292 | -1,657 | -5.19% | Q4 2025 | Feb 13, 2026 |
| Aspire Private Capital, LLC | History | Added to | 29,264 | 883 | 0.2% | 0.19% | 293 | +325 | 1.12% | Q4 2025 | Jan 16, 2026 |
| Intrua Financial, LLC | History | Added to | 28,733 | 867 | 0.09% | 0.09% | 294 | +318 | 1.12% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Reduced | 28,499 | 860 | 0.04% | 0.04% | 295 | -806 | -2.75% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 28,340 | 855 | 0.01% | 0.01% | 296 | -150 | -0.53% | Q4 2025 | Jan 21, 2026 |
| SNS Financial Group, LLC | History | Reduced | 28,015 | 846 | 0.07% | 0.07% | 297 | -335 | -1.18% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | New | 27,919 | 843 | 0.07% | — | 298 | +27,919 | New | Q4 2025 | Feb 04, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 27,725 | 837 | 0.07% | 0.07% | 299 | +1,645 | 6.31% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 27,387 | 827 | 0.01% | 0.01% | 300 | -708 | -2.52% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 26,829 | 810 | 0.03% | 0.05% | 301 | -11,333 | -29.7% | Q4 2025 | Jan 26, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 26,596 | 803 | 0.18% | 0.17% | 302 | -1,955 | -6.85% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 26,496 | 800 | 0.0% | 0.0% | 303 | -11 | -0.04% | Q4 2025 | Feb 17, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 26,450 | 798 | 0.14% | 0.25% | 304 | -25,108 | -48.7% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 26,307 | 794 | 0.03% | 0.03% | 305 | -1,570 | -5.63% | Q4 2025 | Feb 06, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 25,703 | 776 | 0.09% | 0.09% | 306 | +302 | 1.19% | Q4 2025 | Jan 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 25,638 | 774 | 0.11% | 0.11% | 307 | +2,175 | 9.27% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,527 | 770 | 0.03% | 0.06% | 308 | -25,260 | -49.74% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,000 | 755 | 0.0% | 0.0% | 309 | -10,000 | -28.57% | Q4 2025 | Mar 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 24,847 | 751 | 0.02% | 0.02% | 310 | -5,816 | -18.97% | Q4 2025 | Jan 26, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 24,694 | 746 | 0.06% | — | 311 | +24,694 | New | Q4 2025 | Feb 06, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 24,328 | 734 | 0.2% | 0.15% | 313 | +5,253 | 27.54% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 24,307 | 734 | 0.0% | 0.0% | 312 | -570 | -2.29% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,828 | 719 | 0.01% | 0.01% | 314 | -496 | -2.04% | Q4 2025 | Feb 03, 2026 |
| Advisor Resource Council | History | New | 23,546 | 711 | 0.25% | — | 315 | +23,546 | New | Q4 2025 | Feb 10, 2026 |
| Pacific Park Financial, Inc. | History | New | 23,290 | 703 | 0.44% | — | 316 | +23,290 | New | Q4 2025 | Jan 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 22,902 | 691 | 0.2% | 0.19% | 317 | +1,059 | 4.85% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,023 | 680 | 0.02% | 0.01% | 318 | +3,308 | 16.78% | Q4 2025 | Feb 11, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 22,361 | 675 | 0.23% | 0.27% | 319 | -3,338 | -12.99% | Q4 2025 | Feb 02, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 22,326 | 674 | 0.29% | 0.28% | 320 | +1,768 | 8.6% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Added to | 22,154 | 669 | 0.01% | 0.0% | 321 | +14,238 | 179.86% | Q4 2025 | Mar 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 21,593 | 652 | 0.11% | 0.11% | 322 | +956 | 4.63% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,196 | 640 | 0.01% | 0.01% | 323 | -798 | -3.63% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 21,188 | 639 | 0.07% | 0.08% | 324 | -430 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,124 | 637 | 0.01% | 0.02% | 325 | +4,774 | 29.2% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 20,900 | 631 | 0.0% | 0.0% | 326 | -15,042 | -41.85% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,838 | 629 | 0.01% | 0.01% | 327 | -275 | -1.3% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 20,765 | 627 | 0.02% | 0.02% | 328 | -1,295 | -5.87% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 20,615 | 622 | 0.0% | 0.0% | 329 | -20,245 | -49.55% | Q4 2025 | Feb 17, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 20,250 | 611 | 0.24% | 0.23% | 330 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | No change | 20,166 | 609 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 20,100 | 607 | 0.07% | 0.07% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,445 | 587 | 0.0% | 0.0% | 333 | -2,397 | -10.97% | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 19,425 | 586 | 0.15% | 0.16% | 334 | -498 | -2.5% | Q4 2025 | Feb 06, 2026 |
| Cottage Street Advisors LLC | History | Added to | 18,952 | 572 | 0.24% | 0.24% | 335 | +35 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,607 | 561 | 0.0% | 0.01% | 336 | -3,699 | -16.58% | Q4 2025 | Jan 26, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 18,504 | 558 | 0.25% | 0.23% | 337 | -815 | -4.22% | Q4 2025 | Jan 30, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 18,329 | 553 | 0.35% | 0.18% | 338 | +9,263 | 102.17% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 18,174 | 548 | 0.02% | 0.02% | 339 | +662 | 3.78% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,817 | 538 | 0.0% | 0.0% | 340 | -50,197 | -73.8% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 17,789 | 537 | 0.01% | 0.01% | 341 | +4,025 | 29.24% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 17,774 | 536 | 0.03% | 0.04% | 342 | -3,212 | -15.31% | Q4 2025 | Jan 28, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 17,691 | 534 | 0.22% | 0.24% | 343 | -648 | -3.53% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 17,610 | 531 | 0.0% | — | 344 | +17,610 | New | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 17,489 | 528 | 0.04% | 0.03% | 345 | +2,743 | 18.6% | Q4 2025 | Jan 20, 2026 |
| Bulwark Capital Corp | History | Reduced | 17,243 | 520 | 0.37% | 0.51% | 346 | -4,282 | -19.89% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,210 | 519 | 0.01% | 0.04% | 347 | -39,674 | -69.75% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 16,980 | 512 | 0.32% | 0.43% | 348 | -5,162 | -23.31% | Q4 2025 | Jan 23, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 16,893 | 510 | 0.35% | 0.37% | 349 | +227 | 1.36% | Q4 2025 | Feb 03, 2026 |
| Altiora Financial Group, LLC | History | Added to | 16,751 | 505 | 0.09% | 0.09% | 350 | +222 | 1.34% | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 16,637 | 502 | 0.13% | 0.11% | 351 | +2,669 | 19.11% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 16,560 | 500 | 0.0% | 0.0% | 352 | -1,584 | -8.73% | Q4 2025 | Jan 23, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 16,263 | 491 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 16,230 | 490 | 0.02% | 0.01% | 354 | +4,600 | 39.55% | Q4 2025 | Feb 09, 2026 |
| Marion Wealth Management | History | Added to | 16,160 | 488 | 0.11% | 0.12% | 355 | +5 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Curi Capital, LLC | History | Added to | 15,881 | 479 | 0.01% | 0.01% | 356 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,833 | 478 | 0.03% | 0.03% | 357 | +66 | 0.42% | Q4 2025 | Jan 20, 2026 |
| Breakwater Investment Management | History | No change | 15,857 | 478 | 0.17% | 0.18% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 15,779 | 476 | 0.03% | 0.03% | 359 | -83 | -0.52% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 15,690 | 473 | 0.09% | 0.09% | 360 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,647 | 472 | 0.01% | 0.01% | 361 | +114 | 0.73% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,533 | 469 | 0.0% | 0.0% | 362 | -5,835 | -27.31% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 15,391 | 464 | 0.0% | 0.0% | 363 | -331 | -2.11% | Q4 2025 | Feb 10, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 15,347 | 463 | 0.32% | 0.53% | 364 | -8,588 | -35.88% | Q4 2025 | Jan 23, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 15,129 | 456 | 0.27% | 0.27% | 365 | +977 | 6.9% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | New | 15,031 | 453 | 0.01% | — | 366 | +15,031 | New | Q4 2025 | Jan 20, 2026 |
| Forefront Wealth Partners, LLC | History | New | 14,952 | 451 | 0.21% | — | 368 | +14,952 | New | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,958 | 451 | 0.04% | 0.04% | 367 | -138 | -0.91% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,922 | 450 | 0.0% | — | 369 | +14,922 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,666 | 442 | 0.01% | 0.01% | 370 | -4,237 | -22.41% | Q4 2025 | Feb 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 14,552 | 441 | 0.1% | 0.13% | 372 | -2,230 | -13.29% | Q4 2025 | Feb 24, 2026 |
| Idaho Trust Co | History | Reduced | 14,623 | 441 | 0.15% | 0.16% | 371 | -1,330 | -8.34% | Q4 2025 | Feb 05, 2026 |
| Adalta Capital Management LLC | History | New | 14,543 | 439 | 0.2% | — | 373 | +14,543 | New | Q4 2025 | Feb 17, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 14,540 | 439 | 0.44% | 0.49% | 374 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BCK Partners, Inc. | History | No change | 14,220 | 429 | 0.23% | 0.23% | 375 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 14,145 | 427 | 0.14% | 0.14% | 376 | -1 | -0.01% | Q4 2025 | Jan 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 14,039 | 423 | 0.05% | 0.04% | 377 | +2,986 | 27.02% | Q4 2025 | Feb 10, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 14,031 | 423 | 0.17% | 0.15% | 378 | +2,661 | 23.4% | Q4 2025 | Feb 02, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 14,024 | 423 | 0.12% | 0.11% | 379 | +1,305 | 10.26% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Added to | 13,747 | 415 | 0.03% | 0.03% | 380 | +824 | 6.38% | Q4 2025 | Feb 12, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | New | 13,471 | 406 | 0.22% | — | 381 | +13,471 | New | Q4 2025 | Jan 12, 2026 |
| Destiny Capital Corp/CO | History | No change | 13,393 | 404 | 0.21% | 0.22% | 382 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,349 | 403 | 0.11% | 0.14% | 383 | -3,774 | -22.04% | Q4 2025 | Feb 04, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 13,359 | 403 | 0.36% | 0.34% | 384 | +1,237 | 10.2% | Q4 2025 | Jan 23, 2026 |
| LEE DANNER & BASS INC | History | No change | 13,250 | 400 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GK Wealth Management LLC | History | Reduced | 13,045 | 393 | 0.26% | 0.34% | 386 | -2,088 | -13.8% | Q4 2025 | Jan 05, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 12,959 | 391 | 0.35% | — | 387 | +12,959 | New | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,920 | 390 | 0.01% | 0.16% | 388 | -248,934 | -95.07% | Q4 2025 | Feb 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 12,580 | 379 | 0.02% | 0.02% | 389 | -129 | -1.02% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 12,527 | 378 | 0.05% | 0.05% | 391 | +384 | 3.16% | Q4 2025 | Jan 07, 2026 |
| Ceeto Capital Group, LLC | History | No change | 12,500 | 378 | 0.11% | 0.11% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 12,501 | 377 | 0.07% | 0.04% | 392 | +5,118 | 69.32% | Q4 2025 | Jan 16, 2026 |
| BDFS Capital LLC | History | New | 12,472 | 376 | 0.19% | — | 393 | +12,472 | New | Q4 2025 | Feb 26, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,047 | 363 | 0.03% | 0.03% | 394 | -190 | -1.55% | Q4 2025 | Jan 23, 2026 |
| AJ Advisors, LLC | History | Added to | 11,814 | 356 | 0.13% | 0.15% | 395 | +80 | 0.68% | Q4 2025 | Jan 21, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 11,787 | 355 | 0.1% | 0.1% | 396 | -74 | -0.62% | Q4 2025 | Jan 15, 2026 |
| SimpliFi, Inc. | History | Reduced | 11,737 | 354 | 0.15% | 5.21% | 397 | -390,137 | -97.08% | Q4 2025 | Jan 23, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 11,671 | 352 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 11,595 | 350 | 0.08% | 0.1% | 399 | -2,350 | -16.85% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 11,571 | 349 | 0.02% | — | 400 | +11,571 | New | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,530 | 348 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 11,348 | 342 | 0.36% | 0.36% | 402 | +405 | 3.7% | Q4 2025 | Feb 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 11,115 | 335 | 0.05% | — | 403 | +11,115 | New | Q4 2025 | Feb 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,903 | 329 | 0.0% | 0.0% | 404 | +661 | 6.45% | Q4 2025 | Feb 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 10,887 | 328 | 0.07% | 0.06% | 405 | +1,184 | 12.2% | Q4 2025 | Jan 16, 2026 |
| First County Bank /CT/ | History | Added to | 10,526 | 317 | 0.17% | 0.15% | 406 | +1,100 | 11.67% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | Added to | 10,475 | 316 | 0.08% | 0.08% | 408 | +340 | 3.35% | Q4 2025 | Jan 06, 2026 |
| WBH ADVISORY INC | History | No change | 10,482 | 316 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mathes Company, Inc. | History | No change | 10,000 | 302 | 0.11% | 0.11% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WT Wealth Management | History | No change | 10,000 | 302 | 0.09% | 0.09% | 410 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 9,875 | 298 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 9,587 | 289 | 0.21% | 0.26% | 412 | -1,674 | -14.87% | Q4 2025 | Jan 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 9,520 | 287 | 0.02% | 0.03% | 413 | -2,070 | -17.86% | Q4 2025 | Feb 04, 2026 |
| Narwhal Capital Management | History | Added to | 9,496 | 286 | 0.02% | 0.02% | 415 | +171 | 1.83% | Q4 2025 | Jan 30, 2026 |
| REINHART PARTNERS, LLC. | History | No change | 9,500 | 286 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | No change | 9,500 | 286 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SkyOak Wealth, LLC | History | No change | 9,502 | 286 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elser Financial Planning, Inc | History | New | 9,362 | 282 | 0.2% | — | 420 | +9,362 | New | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,354 | 282 | 0.0% | 0.0% | 418 | +1,537 | 19.66% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 9,347 | 282 | 0.07% | 0.07% | 419 | -12 | -0.13% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 9,255 | 279 | 0.13% | 0.14% | 422 | -303 | -3.17% | Q4 2025 | Feb 12, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 9,244 | 279 | 0.03% | 0.03% | 421 | -268 | -2.82% | Q4 2025 | Jan 23, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 9,221 | 278 | 0.03% | 0.03% | 423 | +615 | 7.15% | Q4 2025 | Jan 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,989 | 271 | 0.03% | 0.03% | 424 | -339 | -3.63% | Q4 2025 | Jan 13, 2026 |
| Rinkey Investments | History | Added to | 8,938 | 269 | 0.07% | 0.07% | 425 | +66 | 0.74% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Added to | 8,894 | 268 | 0.05% | 0.05% | 426 | +300 | 3.49% | Q4 2025 | Jan 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,903 | 268 | 0.01% | 0.01% | 427 | +125 | 1.42% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,870 | 267 | 0.01% | 0.01% | 428 | -1,087 | -10.92% | Q4 2025 | Feb 09, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 8,689 | 262 | 0.07% | 0.07% | 429 | +1,444 | 19.93% | Q4 2025 | Jan 14, 2026 |
| Adelphi Trust Co | History | New | 8,513 | 257 | 0.21% | — | 431 | +8,513 | New | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,542 | 257 | 0.0% | 0.0% | 430 | +342 | 4.17% | Q4 2025 | Feb 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 8,485 | 256 | 0.22% | 1.49% | 432 | -46,890 | -84.68% | Q4 2025 | Jan 28, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 8,448 | 255 | 0.22% | — | 434 | +8,448 | New | Q4 2025 | Mar 11, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 8,447 | 255 | 0.07% | 0.07% | 433 | -292 | -3.34% | Q4 2025 | Feb 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 8,280 | 250 | 0.02% | — | 435 | +8,280 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,234 | 248 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,078 | 243 | 0.01% | 0.01% | 437 | -91 | -1.11% | Q4 2025 | Jan 30, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,984 | 241 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 7,944 | 239 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Perennial Advisors, LLC | History | Reduced | 7,840 | 236 | 0.04% | 0.06% | 441 | -4,020 | -33.9% | Q4 2025 | Jan 12, 2026 |
| Towercrest Capital Management | History | Added to | 8,063 | 236 | 0.04% | 0.04% | 440 | +263 | 3.37% | Q4 2025 | Jan 21, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 7,789 | 235 | 0.06% | 0.06% | 442 | +113 | 1.47% | Q4 2025 | Jan 13, 2026 |
| XTX Topco Ltd | History | New | 7,776 | 234 | 0.01% | — | 443 | +7,776 | New | Q4 2025 | Feb 17, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 7,754 | 234 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 7,747 | 233 | 0.02% | — | 445 | +7,747 | New | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | Added to | 7,748 | 233 | 0.04% | 0.05% | 446 | +113 | 1.48% | Q4 2025 | Jan 30, 2026 |
| Continuum Advisory, LLC | History | New | 7,620 | 230 | 0.02% | — | 447 | +7,620 | New | Q4 2025 | Feb 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 7,536 | 227 | 0.04% | — | 448 | +7,536 | New | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 7,463 | 225 | 0.0% | 0.0% | 449 | +3,799 | 103.68% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 7,403 | 223 | 0.0% | — | 450 | +7,403 | New | Q4 2025 | Feb 05, 2026 |
| Alliance Wealth Management Group | History | Added to | 7,521 | 220 | 0.05% | 0.05% | 451 | +241 | 3.31% | Q4 2025 | Jan 21, 2026 |
| Uptown Financial Advisors LLC | History | No change | 7,115 | 214 | 0.15% | 0.18% | 452 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Reduced | 7,082 | 213 | 0.01% | 0.01% | 454 | -2,044 | -22.4% | Q4 2025 | Jan 26, 2026 |
| NBT BANK N A /NY | History | No change | 7,085 | 213 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | New | 7,047 | 212 | 0.12% | — | 455 | +7,047 | New | Q4 2025 | Feb 09, 2026 |
| Storen Legacy Partners, LLC | History | New | 6,999 | 211 | 0.07% | — | 457 | +6,999 | New | Q4 2025 | Mar 05, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 7,000 | 211 | 0.05% | 0.05% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 6,900 | 208 | 0.01% | 0.01% | 458 | -1,600 | -18.82% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,837 | 206 | 0.0% | 0.0% | 459 | -40,924 | -85.68% | Q4 2025 | Feb 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 6,823 | 206 | 0.03% | 0.03% | 460 | -1,250 | -15.48% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 6,093 | 184 | 0.0% | 0.0% | 461 | +593 | 10.78% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | Added to | 5,717 | 172 | 0.1% | 0.12% | 462 | +27 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,675 | 171 | 0.02% | 0.02% | 463 | +54 | 0.96% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,529 | 166 | 0.04% | 0.04% | 464 | -222 | -3.86% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5,083 | 153 | 0.06% | 0.07% | 465 | -805 | -13.67% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,013 | 151 | 0.0% | 0.0% | 467 | -373 | -6.93% | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,000 | 151 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,977 | 150 | 0.0% | 0.0% | 468 | +1,691 | 51.46% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,583 | 138 | 0.02% | 0.02% | 469 | +67 | 1.48% | Q4 2025 | Jan 23, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,558 | 137 | 0.07% | 0.07% | 470 | -503 | -9.94% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 4,490 | 135 | 0.03% | — | 471 | +4,490 | New | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 4,372 | 132 | 0.0% | — | 472 | +4,372 | New | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 4,200 | 126 | 0.05% | — | 473 | +4,200 | New | Q4 2025 | Jan 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 4,080 | 123 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,029 | 121 | 0.02% | 0.01% | 475 | +1,919 | 90.95% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,746 | 113 | 0.0% | 0.0% | 476 | -93 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 3,600 | 108 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,567 | 107 | 0.02% | 0.02% | 478 | +52 | 1.48% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,168 | 96 | 0.0% | 0.0% | 479 | -327 | -9.36% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,144 | 94 | 0.0% | 0.0% | 480 | -99 | -3.05% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Added to | 3,056 | 92 | 0.03% | 0.02% | 481 | +206 | 7.23% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,752 | 83 | 0.01% | — | 482 | +2,731 | 13004.76% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 2,710 | 81 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,500 | 75 | 0.05% | 0.05% | 484 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,475 | 74 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 2,385 | 72 | 0.02% | — | 486 | +2,385 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,380 | 71 | 0.05% | — | 487 | +2,380 | New | Q4 2025 | Feb 19, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,203 | 66 | 0.0% | 0.0% | 488 | +334 | 17.87% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 2,045 | 61 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| American Capital Advisory, LLC | History | No change | 2,000 | 60 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,911 | 58 | 0.06% | — | 491 | +1,911 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,912 | 57 | 0.0% | 0.0% | 492 | -253 | -11.69% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 1,844 | 56 | 0.0% | 0.0% | 493 | +14 | 0.77% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,792 | 54 | 0.0% | 0.0% | 494 | +794 | 79.56% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,807 | 54 | 0.0% | 0.0% | 495 | +586 | 47.99% | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,690 | 51 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,601 | 48 | 0.04% | 0.04% | 497 | -48 | -2.91% | Q4 2025 | Jan 22, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,325 | 40 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LRI Investments, LLC | History | Reduced | 1,203 | 36 | 0.0% | 0.01% | 500 | -1,053 | -46.68% | Q4 2025 | Feb 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,210 | 36 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 1,162 | 35 | 0.02% | — | 501 | +1,162 | New | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,116 | 33 | 0.0% | 0.0% | 503 | -1,228 | -52.39% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,115 | 33 | 0.0% | 0.0% | 502 | +104 | 10.29% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,115 | 33 | 0.0% | 0.0% | 504 | +78 | 7.52% | Q4 2025 | Feb 13, 2026 |
| POM Investment Strategies, LLC | History | New | 1,084 | 32 | 0.02% | — | 506 | +1,084 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 1,080 | 32 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 966 | 29 | 0.0% | 0.0% | 507 | +603 | 166.12% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 982 | 29 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 938 | 28 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Westfuller Advisors, LLC | History | No change | 908 | 27 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hamrick Investment Counsel, llc | History | New | 800 | 24 | 0.02% | — | 511 | +800 | New | Q4 2025 | Mar 31, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 713 | 21 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 669 | 20 | 0.01% | — | 513 | +669 | New | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | Added to | 633 | 19 | 0.0% | 0.0% | 514 | +365 | 136.19% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 622 | 18 | 0.01% | — | 516 | +622 | New | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 615 | 18 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 577 | 17 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 543 | 16 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Basepoint Wealth LLC | History | New | 470 | 14 | 0.01% | — | 520 | +470 | New | Q4 2025 | Feb 10, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 484 | 14 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 463 | 13 | 0.0% | — | 523 | +463 | New | Q4 2025 | Jan 15, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 453 | 13 | 0.0% | 0.0% | 521 | -174 | -27.75% | Q4 2025 | Feb 03, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 459 | 13 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 459 | 13 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hoese & Co LLP | History | No change | 408 | 12 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 381 | 11 | 0.0% | 0.0% | 526 | +6 | 1.6% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 314 | 9 | 0.0% | — | 527 | +314 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 311 | 9 | 0.0% | 0.0% | 529 | +175 | 128.68% | Q4 2025 | Jan 16, 2026 |
| MOTCO | History | Reduced | 327 | 9 | 0.0% | 0.0% | 528 | -95 | -22.51% | Q4 2025 | Feb 06, 2026 |
| Rossmore Private Capital | History | No change | 300 | 9 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| United Financial Planning Group LLC | History | Added to | 296 | 8 | 0.0% | 0.01% | 531 | +4 | 1.37% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 244 | 7 | 0.0% | — | 532 | +244 | New | Q4 2025 | Jan 20, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 252 | 7 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 220 | 6 | 0.0% | 0.05% | 535 | -2,610 | -92.23% | Q4 2025 | Feb 02, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 226 | 6 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 199 | 6 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HOEY INVESTMENTS, INC | History | New | 196 | 5 | 0.0% | — | 538 | +196 | New | Q4 2025 | Jan 28, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 183 | 5 | 0.0% | — | 537 | +182 | 18200.0% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 185 | 5 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 144 | 4 | 0.0% | — | 544 | +144 | New | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EPG Wealth Management LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 137 | 4 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Register Financial Advisors LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Added to | 113 | 3 | 0.0% | 0.0% | 545 | +22 | 24.18% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 132 | 3 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Monetary Solutions, Ltd | History | New | 76 | 2 | 0.0% | — | 550 | +76 | New | Q4 2025 | Feb 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 68 | 2 | 0.0% | 0.0% | 547 | -68 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 548 | -1 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Added to | 70 | 2 | 0.0% | 0.0% | 549 | +1 | 1.45% | Q4 2025 | Feb 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 54 | 1 | 0.0% | 0.0% | 553 | -367 | -87.17% | Q4 2025 | Jan 21, 2026 |
| New Millennium Group LLC | History | New | 57 | 1 | 0.0% | — | 557 | +57 | New | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | New | 49 | 1 | 0.0% | — | 551 | +49 | New | Q4 2025 | Feb 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 43 | 1 | 0.0% | — | 552 | +43 | New | Q4 2025 | Jan 21, 2026 |
| WFA of San Diego, LLC | History | Reduced | 54 | 1 | 0.0% | 0.0% | 554 | -8 | -12.9% | Q4 2025 | Feb 17, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Reduced | 61 | 1 | 0.0% | 0.0% | 559 | -5 | -7.58% | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | No change | 58 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,072,017 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy Asset Management, Inc. | History | Closed out | 0 | 0 | — | 17.41% | — | -895,438 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -497,285 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -417,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -100,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.38% | — | -98,502 | -100.0% | Q3 2025 | Nov 12, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -89,982 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.33% | — | -74,998 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -69,515 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.08% | — | -66,019 | -100.0% | Q3 2025 | Nov 07, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -63,610 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,902 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -38,913 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,627 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -23,463 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -23,390 | -100.0% | Q3 2025 | Nov 03, 2025 |
| 21 West Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -23,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.19% | — | -20,050 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,370 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Legacy Wealth Management, LLC / MS | History | Closed out | 0 | 0 | — | 0.07% | — | -8,148 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,800 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,287 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,161 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Chesley Taft & Associates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,814 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,740 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FORONJY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,620 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vannoy Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,617 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,797 | -100.0% | Q3 2025 | Oct 22, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,839 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.02% | — | -1,191 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -539 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |