SPDR SERIES TRUST - SPTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Added to | 73,137,670 | 1,935,954 | 0.06% | 0.06% | 1 | +8,902,135 | 13.86% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 54,239,978 | 1,435,732 | 2.72% | 2.69% | 2 | +2,027,723 | 3.88% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 21,320,879 | 564,363 | 0.03% | 0.03% | 3 | +903,101 | 4.42% | Q4 2025 | Feb 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 15,397,326 | 407,567 | 4.61% | 3.94% | 4 | +2,767,751 | 21.91% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 12,110,309 | 320,559 | 0.09% | 0.08% | 5 | +2,205,261 | 22.26% | Q4 2025 | Feb 11, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 10,956,900 | 290,029 | 8.92% | 6.27% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,050,511 | 266,037 | 0.08% | 0.07% | 7 | +1,257,796 | 14.3% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,603,890 | 254,214 | 0.02% | 0.02% | 8 | +15,529 | 0.16% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 7,780,516 | 205,950 | 2.12% | 2.03% | 9 | +301,484 | 4.03% | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Added to | 6,780,475 | 179,479 | 0.2% | 0.21% | 10 | +131,151 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 6,073,475 | 160,764 | 0.45% | 0.56% | 11 | -599,950 | -8.99% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,846,474 | 154,756 | 0.01% | 0.01% | 12 | -793,133 | -11.95% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 5,796,484 | 153,432 | 0.31% | 0.28% | 13 | +989,384 | 20.58% | Q4 2025 | Jan 23, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 5,076,403 | 134,372 | 4.9% | 5.16% | 14 | -162,843 | -3.11% | Q4 2025 | Feb 06, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 4,191,106 | 110,938 | 3.1% | 3.11% | 15 | +162,742 | 4.04% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,003,359 | 105,968 | 0.01% | 0.01% | 16 | -57,405 | -1.41% | Q4 2025 | Mar 25, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 3,997,680 | 105,818 | 10.41% | 11.07% | 17 | +35,040 | 0.88% | Q4 2025 | Feb 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 3,827,669 | 101,318 | 4.24% | 4.6% | 18 | -103,716 | -2.64% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,320,794 | 87,901 | 0.08% | 0.09% | 19 | -482,013 | -12.68% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Added to | 3,229,859 | 85,494 | 7.02% | 6.68% | 20 | +300,467 | 10.26% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,757,170 | 72,981 | 0.11% | 0.12% | 21 | -486,353 | -14.99% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,750,127 | 72,796 | 0.2% | 0.22% | 22 | +96,619 | 3.64% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 2,665,585 | 70,558 | 0.0% | 0.0% | 23 | +7,467 | 0.28% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,613,565 | 69,181 | 0.04% | 0.02% | 24 | +1,319,951 | 102.04% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,333,330 | 61,763 | 0.66% | 0.66% | 25 | +719,392 | 44.57% | Q4 2025 | Jan 23, 2026 |
| Destination Wealth Management | History | Added to | 2,133,147 | 56,464 | 1.48% | 1.55% | 26 | +38,330 | 1.83% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,832,336 | 48,501 | 0.01% | 0.01% | 27 | +58,328 | 3.29% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,712,684 | 45,335 | 0.01% | — | 28 | +1,712,684 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,594,812 | 42,480 | 0.08% | 0.1% | 29 | -230,058 | -12.61% | Q4 2025 | Feb 05, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 1,573,611 | 41,983 | 4.03% | 4.39% | 30 | -112,168 | -6.65% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,535,570 | 40,633 | 0.14% | 0.03% | 31 | +1,267,676 | 473.2% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,500,772 | 39,725 | 1.92% | 0.61% | 32 | +1,028,922 | 218.06% | Q4 2025 | Jan 20, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,461,101 | 38,675 | 6.41% | 5.91% | 33 | +36,037 | 2.53% | Q4 2025 | Feb 11, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,415,828 | 37,476 | 1.87% | 1.9% | 34 | +107,855 | 8.25% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,327,893 | 35,149 | 0.01% | 0.01% | 35 | -178,631 | -11.86% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 1,197,104 | 31,687 | 0.18% | 0.2% | 36 | +52,848 | 4.62% | Q4 2025 | Jan 26, 2026 |
| McAdam, LLC | History | Added to | 1,147,029 | 30,361 | 1.39% | 1.38% | 37 | +110,522 | 10.66% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,111,357 | 29,417 | 0.01% | 0.59% | 38 | -59,477,965 | -98.17% | Q4 2025 | Feb 09, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 1,104,176 | 29,227 | 3.59% | 3.98% | 39 | -651,472 | -37.11% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,095,176 | 28,990 | 0.79% | 0.81% | 40 | +12,248 | 1.13% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 1,077,938 | 28,533 | 0.0% | 0.0% | 41 | -19,872 | -1.81% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,063,433 | 28,149 | 0.04% | 0.04% | 42 | -736 | -0.07% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 977,357 | 25,870 | 0.04% | 0.05% | 43 | -28,749 | -2.86% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 947,843 | 25,089 | 0.14% | 0.11% | 44 | +245,983 | 35.05% | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 943,628 | 24,977 | 2.31% | 2.61% | 45 | -75,259 | -7.39% | Q4 2025 | Feb 10, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 928,154 | 24,568 | 3.25% | 3.44% | 46 | -15,665 | -1.66% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 925,275 | 24,492 | 0.29% | 0.19% | 47 | +147,204 | 18.92% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 896,414 | 23,754 | 0.03% | 0.04% | 48 | -48,498 | -5.13% | Q4 2025 | Jan 08, 2026 |
| GM Advisory Group, LLC | History | Added to | 826,197 | 21,869 | 0.86% | 0.86% | 49 | +72,570 | 9.63% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 807,954 | 21,386 | 1.56% | 1.85% | 50 | -98,400 | -10.86% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 802,945 | 21,253 | 0.0% | 0.0% | 51 | -17,643 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 785,170 | 20,783 | 2.69% | 2.72% | 52 | +40,636 | 5.46% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 781,408 | 20,694 | 0.0% | 0.0% | 53 | +189,530 | 32.02% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 752,071 | 19,907 | 0.32% | 0.32% | 54 | +32,609 | 4.53% | Q4 2025 | Jan 08, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 718,922 | 19,029 | 0.97% | 1.0% | 55 | +8,167 | 1.15% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 718,728 | 19,024 | 0.65% | 1.04% | 56 | -376,626 | -34.38% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 707,886 | 18,737 | 0.09% | 0.07% | 57 | +161,494 | 29.56% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 694,955 | 18,395 | 2.89% | 3.36% | 58 | -76,457 | -9.91% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 669,198 | 17,713 | 0.33% | 0.46% | 59 | -153,565 | -18.66% | Q4 2025 | Feb 03, 2026 |
| MA Private Wealth | History | Added to | 665,022 | 17,603 | 2.94% | 2.86% | 60 | +34,108 | 5.41% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 662,150 | 17,527 | 0.02% | 0.02% | 61 | -45,926 | -6.49% | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | Added to | 654,251 | 17,318 | 0.93% | 0.96% | 62 | +9,823 | 1.52% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 614,926 | 16,277 | 0.14% | 0.1% | 63 | +153,880 | 33.38% | Q4 2025 | Jan 05, 2026 |
| FLC Capital Advisors | History | Added to | 611,533 | 16,187 | 2.99% | 3.06% | 64 | +25,679 | 4.38% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 539,883 | 14,291 | 0.04% | 0.04% | 65 | +32,302 | 6.36% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 535,492 | 14,174 | 0.46% | 0.48% | 66 | +12,790 | 2.45% | Q4 2025 | Feb 13, 2026 |
| Roberts Financial Services LLC | History | Added to | 524,738 | 13,889 | 4.36% | 4.4% | 67 | +19,233 | 3.8% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 518,601 | 13,727 | 0.25% | 0.33% | 68 | -78,810 | -13.19% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Added to | 512,747 | 13,572 | 0.01% | 0.01% | 69 | +42,067 | 8.94% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 491,675 | 13,014 | 0.05% | 0.04% | 70 | +143,142 | 41.07% | Q4 2025 | Feb 18, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 488,720 | 12,936 | 2.65% | 2.6% | 71 | +31,649 | 6.92% | Q4 2025 | Feb 02, 2026 |
| Austin Private Wealth, LLC | History | Added to | 480,303 | 12,713 | 0.94% | 0.5% | 72 | +237,330 | 97.68% | Q4 2025 | Jan 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 476,919 | 12,624 | 0.17% | 0.23% | 73 | +23,303 | 5.14% | Q4 2025 | Feb 06, 2026 |
| Impact Investors, Inc | History | Added to | 472,247 | 12,500 | 8.67% | 7.3% | 74 | +60,909 | 14.81% | Q4 2025 | Jan 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 452,965 | 11,989 | 0.58% | 0.83% | 75 | +9,203 | 2.07% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 427,435 | 11,314 | 0.17% | 0.17% | 76 | +34,984 | 8.91% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 414,508 | 10,972 | 0.0% | — | 77 | +414,508 | New | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, LLC | History | New | 400,989 | 10,614 | 4.64% | — | 78 | +400,989 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 395,726 | 10,474 | 0.11% | — | 79 | +395,726 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 372,608 | 9,862 | 0.16% | 0.18% | 80 | +42,833 | 12.99% | Q4 2025 | Mar 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 369,999 | 9,793 | 0.24% | — | 81 | +369,999 | New | Q4 2025 | Feb 17, 2026 |
| Appalachian Capital Management Ltd | History | New | 358,812 | 9,497 | 7.61% | — | 82 | +358,812 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 349,307 | 9,246 | 0.09% | 0.11% | 83 | -36,035 | -9.35% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 340,581 | 9,015 | 0.19% | 0.12% | 84 | +109,872 | 47.62% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 339,852 | 8,995 | 0.19% | 0.23% | 85 | -46,972 | -12.14% | Q4 2025 | Feb 02, 2026 |
| Gibbs Wealth Management | History | Reduced | 334,799 | 8,919 | 2.16% | 2.19% | 86 | -24,829 | -6.9% | Q4 2025 | Jan 23, 2026 |
| MOTCO | History | Added to | 336,170 | 8,898 | 0.81% | 0.82% | 87 | +3,814 | 1.15% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 335,246 | 8,873 | 1.5% | 1.54% | 88 | +10,571 | 3.26% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 332,977 | 8,814 | 0.99% | 0.87% | 89 | +35,892 | 12.08% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 305,798 | 8,094 | 1.58% | 1.76% | 90 | -6,665 | -2.13% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Reduced | 303,560 | 8,035 | 0.35% | 0.48% | 91 | -88,260 | -22.53% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 302,348 | 8,003 | 0.05% | 0.03% | 92 | +169,085 | 126.88% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 290,610 | 7,692 | 0.11% | 0.01% | 93 | +262,230 | 924.0% | Q4 2025 | Feb 09, 2026 |
| High Probability Advisors, LLC | History | Reduced | 288,285 | 7,630 | 1.02% | 1.33% | 94 | -72,205 | -20.03% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 286,819 | 7,592 | 0.05% | — | 95 | +286,819 | New | Q4 2025 | Feb 17, 2026 |
| Permanent Capital Management, LP | History | Added to | 279,198 | 7,390 | 1.44% | 1.36% | 96 | +9,545 | 3.54% | Q4 2025 | Jan 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 263,357 | 6,971 | 0.12% | 0.06% | 97 | +165,749 | 169.81% | Q4 2025 | Feb 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 259,171 | 6,860 | 0.25% | 0.26% | 98 | +7,452 | 2.96% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 256,655 | 6,793 | 0.01% | 0.0% | 99 | +149,908 | 140.43% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 255,224 | 6,755 | 0.12% | 0.01% | 100 | +230,099 | 915.82% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 251,361 | 6,653 | 0.85% | 0.69% | 101 | +79,414 | 46.19% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 251,060 | 6,645 | 0.17% | 0.23% | 102 | -30,938 | -10.97% | Q4 2025 | Feb 02, 2026 |
| Independence Wealth Advisors, LLC | History | New | 249,946 | 6,616 | 3.72% | — | 103 | +249,946 | New | Q4 2025 | Jan 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 244,653 | 6,475 | 0.17% | 0.18% | 104 | +1,731 | 0.71% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Added to | 242,503 | 6,419 | 0.61% | 0.71% | 105 | +2,426 | 1.01% | Q4 2025 | Jan 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 241,528 | 6,393 | 0.29% | 0.41% | 106 | -83,205 | -25.62% | Q4 2025 | Jan 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 240,539 | 6,367 | 3.55% | 3.83% | 107 | +1,646 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 234,083 | 6,196 | 1.38% | 0.37% | 108 | +170,916 | 270.58% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group | History | Reduced | 231,272 | 6,121 | 0.45% | 0.57% | 109 | -46,718 | -16.81% | Q4 2025 | Feb 06, 2026 |
| KM Capital Management Ltd. | History | Reduced | 225,788 | 5,976 | 3.05% | 3.03% | 110 | -17,845 | -7.32% | Q4 2025 | Feb 17, 2026 |
| Detalus Advisors, LLC | History | Reduced | 223,966 | 5,928 | 1.44% | 1.65% | 111 | -11,873 | -5.03% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 218,570 | 5,785 | 0.01% | 0.01% | 112 | +91,912 | 72.57% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 215,800 | 5,712 | 0.01% | 0.01% | 113 | -42,964 | -16.6% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 213,789 | 5,658 | 1.34% | 1.34% | 114 | +10,862 | 5.35% | Q4 2025 | Jan 22, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 211,922 | 5,609 | 1.03% | 1.13% | 115 | +5,756 | 2.79% | Q4 2025 | Jan 30, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 201,520 | 5,368 | 2.85% | 2.74% | 116 | -34,274 | -14.54% | Q4 2025 | Jan 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 196,199 | 5,218 | 0.3% | 0.36% | 117 | -17,143 | -8.04% | Q4 2025 | Jan 26, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 193,988 | 5,134 | 3.33% | — | 118 | +193,988 | New | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 190,957 | 5,054 | 0.06% | 0.09% | 119 | -79,163 | -29.31% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 186,332 | 4,932 | 0.06% | 0.06% | 120 | +6,915 | 3.85% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 182,024 | 4,818 | 0.03% | 0.03% | 121 | +3,015 | 1.68% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 179,994 | 4,764 | 0.0% | 0.0% | 122 | +156,296 | 659.53% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 178,319 | 4,720 | 0.02% | 0.02% | 123 | -3,620 | -1.99% | Q4 2025 | Feb 13, 2026 |
| Targeted Financial Services LLC | History | New | 175,147 | 4,636 | 3.99% | — | 124 | +175,147 | New | Q4 2025 | Mar 03, 2026 |
| Portside Wealth Group, LLC | History | Added to | 174,575 | 4,620 | 0.62% | 0.6% | 125 | +13,283 | 8.24% | Q4 2025 | Jan 21, 2026 |
| Columbus Macro, LLC | History | Reduced | 173,801 | 4,600 | 0.5% | 0.85% | 126 | -101,999 | -36.98% | Q4 2025 | Jan 15, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 168,654 | 4,464 | 2.41% | 2.6% | 127 | +2,323 | 1.4% | Q4 2025 | Jan 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 168,467 | 4,459 | 1.76% | 2.0% | 128 | +2,272 | 1.37% | Q4 2025 | Feb 02, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 161,446 | 4,273 | 1.72% | 1.38% | 129 | +43,831 | 37.27% | Q4 2025 | Jan 16, 2026 |
| Caitlin John, LLC | History | Added to | 160,221 | 4,241 | 2.78% | 1.67% | 130 | +71,344 | 80.27% | Q4 2025 | Feb 18, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 159,618 | 4,225 | 0.74% | 0.8% | 131 | +6,458 | 4.22% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 155,307 | 4,110 | 0.1% | 0.07% | 132 | +41,434 | 36.39% | Q4 2025 | Feb 13, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 152,746 | 4,043 | 2.16% | 2.12% | 133 | +12,688 | 9.06% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 149,765 | 3,964 | 0.08% | 0.09% | 134 | -9,682 | -6.07% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 147,711 | 3,910 | 0.13% | 0.09% | 135 | +66,219 | 81.26% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 144,012 | 3,812 | 0.03% | — | 136 | +144,012 | New | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | Added to | 141,845 | 3,754 | 0.08% | 0.07% | 137 | +21,114 | 17.49% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 138,315 | 3,661 | 0.13% | 0.14% | 138 | -421 | -0.3% | Q4 2025 | Jan 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | New | 137,219 | 3,632 | 1.37% | — | 139 | +137,219 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 136,863 | 3,622 | 0.04% | 0.04% | 140 | -3,878 | -2.76% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 131,415 | 3,478 | 0.0% | 0.0% | 141 | -52,331 | -28.48% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 126,019 | 3,336 | 0.01% | 0.01% | 142 | +3,217 | 2.62% | Q4 2025 | Feb 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 121,363 | 3,212 | 1.46% | 1.54% | 143 | +1,681 | 1.4% | Q4 2025 | Jan 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 120,439 | 3,188 | 1.16% | 0.0% | 144 | +119,924 | 23286.21% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 119,795 | 3,170 | 1.05% | 1.04% | 146 | +11,669 | 10.79% | Q4 2025 | Jan 27, 2026 |
| Frontier Asset Management, LLC | History | Added to | 119,795 | 3,170 | 0.74% | 0.8% | 145 | +756 | 0.64% | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 117,820 | 3,118 | 0.02% | 0.03% | 147 | -20,568 | -14.86% | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 116,175 | 3,075 | 1.12% | 1.18% | 148 | +1,848 | 1.62% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 115,929 | 3,068 | 0.0% | 0.0% | 149 | +2,080 | 1.83% | Q4 2025 | Feb 17, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 115,310 | 3,052 | 0.58% | 0.6% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 111,188 | 2,943 | 1.41% | 1.27% | 151 | +16,257 | 17.13% | Q4 2025 | Jan 12, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 109,510 | 2,898 | 1.93% | 1.96% | 152 | +5,076 | 4.86% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 104,967 | 2,778 | 0.0% | 0.0% | 153 | +3,119 | 3.06% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 103,978 | 2,759 | 0.13% | 0.14% | 154 | -205 | -0.2% | Q4 2025 | Feb 09, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 103,257 | 2,733 | 0.2% | 0.79% | 155 | -237,386 | -69.69% | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | Reduced | 100,587 | 2,689 | 0.09% | 0.11% | 156 | -11,318 | -10.11% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 101,408 | 2,684 | 0.16% | 0.14% | 157 | +8,736 | 9.43% | Q4 2025 | Jan 30, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 100,821 | 2,668 | 1.91% | 1.75% | 158 | +21,903 | 27.75% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 97,483 | 2,626 | 0.01% | 0.01% | 159 | +797 | 0.82% | Q4 2025 | Feb 10, 2026 |
| Andina Capital Management, LLC | History | Added to | 98,780 | 2,614 | 1.58% | 1.4% | 160 | +6,933 | 7.55% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 97,483 | 2,580 | 0.21% | 0.06% | 161 | +71,834 | 280.07% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 93,793 | 2,482 | 0.0% | 0.01% | 162 | -3,792 | -3.89% | Q4 2025 | Mar 16, 2026 |
| PFG Advisors | History | Reduced | 89,851 | 2,378 | 0.12% | 0.2% | 163 | -86,886 | -49.16% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 88,230 | 2,335 | 0.19% | 0.29% | 164 | -43,016 | -32.78% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 87,027 | 2,303 | 0.08% | 0.07% | 165 | +16,314 | 23.07% | Q4 2025 | Jan 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 86,011 | 2,276 | 0.51% | 0.29% | 166 | +41,348 | 92.58% | Q4 2025 | Jan 09, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 85,064 | 2,251 | 0.4% | 0.32% | 167 | +18,144 | 27.11% | Q4 2025 | Feb 03, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 83,294 | 2,204 | 0.8% | 0.84% | 168 | +5,330 | 6.84% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 81,458 | 2,156 | 0.0% | 0.0% | 169 | +3,149 | 4.02% | Q4 2025 | Feb 12, 2026 |
| GenWealth Group, Inc. | History | Added to | 81,244 | 2,152 | 0.37% | 0.4% | 170 | +2,114 | 2.67% | Q4 2025 | Jan 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 79,695 | 2,109 | 0.02% | 0.05% | 171 | -116,937 | -59.47% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 79,475 | 2,103 | 0.02% | 0.02% | 172 | +4,587 | 6.13% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 79,057 | 2,094 | 0.18% | 0.17% | 173 | +78,997 | 131661.67% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Added to | 77,458 | 2,050 | 0.53% | 0.53% | 174 | +4,152 | 5.66% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Reduced | 74,147 | 1,975 | 0.03% | 0.03% | 175 | -9,420 | -11.27% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 74,322 | 1,967 | 0.04% | 0.02% | 176 | +41,708 | 127.88% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Management | History | New | 72,819 | 1,927 | 2.17% | — | 177 | +72,819 | New | Q4 2025 | Mar 03, 2026 |
| COMERICA BANK | History | Reduced | 72,707 | 1,924 | 0.01% | 0.01% | 178 | -32,765 | -31.07% | Q4 2025 | Jan 29, 2026 |
| Boltwood Capital Management | History | Added to | 72,250 | 1,912 | 0.5% | 0.52% | 179 | +220 | 0.31% | Q4 2025 | Jan 02, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 70,028 | 1,853 | 1.09% | 1.16% | 180 | -3,856 | -5.22% | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 68,382 | 1,810 | 0.16% | 0.16% | 181 | +350 | 0.51% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | New | 67,693 | 1,791 | 0.04% | — | 182 | +67,693 | New | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 66,993 | 1,773 | 0.11% | 0.14% | 183 | -9,917 | -12.89% | Q4 2025 | Feb 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 66,219 | 1,752 | 1.0% | 1.01% | 184 | +2,385 | 3.74% | Q4 2025 | Jan 15, 2026 |
| Fire Capital Management LLC | History | Added to | 65,698 | 1,739 | 0.87% | 0.87% | 185 | +9,713 | 17.35% | Q4 2025 | Feb 03, 2026 |
| 25 LLC | History | Reduced | 64,896 | 1,717 | 0.54% | 0.61% | 186 | -1,244 | -1.88% | Q4 2025 | Jan 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 64,402 | 1,704 | 0.03% | 0.04% | 187 | +811 | 1.28% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 62,957 | 1,666 | 0.13% | 0.03% | 188 | +52,127 | 481.32% | Q4 2025 | Feb 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 61,368 | 1,624 | 0.09% | 0.1% | 189 | +3,080 | 5.28% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 61,304 | 1,622 | 0.49% | 1.86% | 190 | -160,909 | -72.41% | Q4 2025 | Jan 28, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 60,158 | 1,592 | 0.39% | 0.34% | 191 | +9,411 | 18.54% | Q4 2025 | Feb 11, 2026 |
| Red Tortoise LLC | History | Reduced | 59,733 | 1,581 | 0.67% | 0.89% | 192 | -16,142 | -21.27% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,700 | 1,580 | 0.0% | 0.0% | 193 | +31,451 | 111.33% | Q4 2025 | Feb 17, 2026 |
| Colonial River Investments, LLC | History | Reduced | 56,686 | 1,500 | 0.53% | 0.98% | 194 | -41,504 | -42.27% | Q4 2025 | Feb 04, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 56,263 | 1,489 | 0.34% | 0.34% | 195 | +806 | 1.45% | Q4 2025 | Jan 16, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 55,983 | 1,481 | 0.44% | 0.51% | 196 | -925 | -1.63% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 55,165 | 1,476 | 0.17% | 0.49% | 197 | -99,734 | -64.39% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 55,527 | 1,468 | 1.0% | — | 198 | +55,527 | New | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 55,453 | 1,467 | 0.06% | 0.07% | 199 | -339 | -0.61% | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 55,100 | 1,459 | 0.09% | 0.08% | 200 | +6,686 | 13.81% | Q4 2025 | Feb 13, 2026 |
| Bank OZK | History | Reduced | 54,753 | 1,449 | 0.51% | 0.53% | 201 | -833 | -1.5% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,563 | 1,444 | 0.08% | 0.08% | 202 | -2,078 | -3.67% | Q4 2025 | Feb 05, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 51,699 | 1,368 | 1.2% | — | 203 | +51,699 | New | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 51,668 | 1,367 | 0.02% | 0.03% | 204 | -2,595 | -4.78% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 49,767 | 1,317 | 0.77% | 0.94% | 205 | -11,355 | -18.58% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 49,075 | 1,299 | 0.23% | 0.32% | 206 | -15,615 | -24.14% | Q4 2025 | Jan 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 48,789 | 1,291 | 0.14% | 0.17% | 207 | -8,927 | -15.47% | Q4 2025 | Jan 23, 2026 |
| Empowered Funds, LLC | History | Added to | 47,730 | 1,263 | 0.02% | 0.01% | 208 | +6,660 | 16.22% | Q4 2025 | Feb 18, 2026 |
| Apollon Financial, LLC | History | New | 47,217 | 1,249 | 0.18% | — | 209 | +47,217 | New | Q4 2025 | Jan 22, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 46,932 | 1,242 | 0.03% | 0.04% | 210 | -1,876 | -3.84% | Q4 2025 | Feb 17, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 2,515 | 1,235 | 2.91% | 2.35% | 211 | -28,522 | -91.9% | Q4 2025 | Jan 20, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 44,944 | 1,189 | 0.75% | 0.37% | 212 | +23,101 | 105.76% | Q4 2025 | Jan 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 44,204 | 1,170 | 0.09% | 0.1% | 213 | -1,195 | -2.63% | Q4 2025 | Feb 17, 2026 |
| NOVUS ADVISORS, LLC | History | New | 43,772 | 1,158 | 2.59% | — | 214 | +43,772 | New | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 43,639 | 1,155 | 0.09% | 0.12% | 215 | -11,566 | -20.95% | Q4 2025 | Jan 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 43,556 | 1,152 | 0.04% | 0.0% | 216 | +43,366 | 22824.21% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 42,662 | 1,129 | 0.36% | 0.37% | 217 | +548 | 1.3% | Q4 2025 | Feb 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 42,125 | 1,110 | 0.36% | 0.37% | 218 | +19,714 | 87.97% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 41,418 | 1,096 | 0.01% | 0.01% | 219 | +93 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Added to | 41,087 | 1,087 | 0.3% | 0.3% | 220 | +96 | 0.23% | Q4 2025 | Feb 09, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 40,555 | 1,073 | 0.07% | 0.06% | 221 | +2,240 | 5.85% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 40,284 | 1,066 | 0.0% | 0.0% | 222 | +15,389 | 61.82% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Added to | 38,669 | 1,023 | 0.01% | 0.01% | 223 | +7,554 | 24.28% | Q4 2025 | Feb 02, 2026 |
| VICUS CAPITAL | History | Reduced | 38,187 | 1,010 | 0.08% | 0.08% | 224 | -242 | -0.63% | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 37,734 | 998 | 0.05% | 0.04% | 225 | +1,684 | 4.67% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 37,570 | 994 | 0.0% | — | 226 | +37,570 | New | Q4 2025 | Feb 13, 2026 |
| CAP Partners, LLC | History | Added to | 37,127 | 982 | 0.56% | 0.54% | 227 | +1,675 | 4.72% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | New | 36,756 | 972 | 0.04% | — | 228 | +36,756 | New | Q4 2025 | Jan 27, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 35,309 | 934 | 0.22% | 0.23% | 229 | +468 | 1.34% | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Partners, LLC | History | New | 35,237 | 932 | 0.24% | — | 230 | +35,237 | New | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | Reduced | 34,819 | 921 | 0.71% | 0.8% | 231 | -3,440 | -8.99% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 34,183 | 904 | 0.02% | 0.02% | 232 | +12,525 | 57.83% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,955 | 898 | 0.08% | 0.08% | 233 | +1,170 | 3.57% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 33,226 | 879 | 0.19% | 0.24% | 234 | -5,354 | -13.88% | Q4 2025 | Feb 02, 2026 |
| Balefire, LLC | History | Added to | 33,191 | 878 | 0.17% | 0.08% | 235 | +18,813 | 130.85% | Q4 2025 | Jan 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 33,149 | 876 | 0.02% | 0.19% | 236 | -80,561 | -70.85% | Q4 2025 | Feb 10, 2026 |
| Magnolia Private Wealth, LLC | History | New | 33,024 | 874 | 0.61% | — | 237 | +33,024 | New | Q4 2025 | Feb 06, 2026 |
| WealthPoint Financial, LLC | History | New | 32,326 | 855 | 0.74% | — | 238 | +32,326 | New | Q4 2025 | Feb 19, 2026 |
| Paladin Wealth, LLC | History | Reduced | 31,795 | 841 | 0.57% | 0.63% | 239 | -214 | -0.67% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 31,512 | 839 | 0.0% | 0.0% | 240 | -7,070 | -18.32% | Q4 2025 | Feb 17, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 30,396 | 804 | 0.2% | 0.2% | 241 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INVESTED ADVISORS | History | New | 29,815 | 789 | 0.82% | — | 242 | +29,815 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 29,693 | 785 | 0.02% | 0.01% | 243 | +9,226 | 45.08% | Q4 2025 | Feb 06, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 29,502 | 780 | 1.5% | — | 244 | +29,502 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 29,095 | 770 | 0.01% | 0.02% | 245 | +3,329 | 12.92% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 28,798 | 762 | 0.02% | 0.03% | 246 | -2,190 | -7.07% | Q4 2025 | Jan 12, 2026 |
| Auour Investments LLC | History | Reduced | 28,727 | 760 | 0.24% | 0.31% | 247 | -6,818 | -19.18% | Q4 2025 | Jan 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 28,016 | 741 | 0.09% | 0.17% | 248 | -18,001 | -39.12% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,593 | 730 | 0.0% | 0.0% | 249 | +6,705 | 32.1% | Q4 2025 | Feb 11, 2026 |
| Sharkey, Howes & Javer | History | New | 27,201 | 720 | 0.09% | — | 250 | +27,201 | New | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,020 | 715 | 0.01% | 0.01% | 251 | +8,408 | 45.18% | Q4 2025 | Feb 03, 2026 |
| Center For Asset Management LLC | History | Added to | 26,775 | 708 | 0.37% | 0.34% | 252 | +3,131 | 13.24% | Q4 2025 | Jan 21, 2026 |
| True Vision MN LLC | History | Added to | 26,594 | 703 | 0.36% | 0.27% | 253 | +7,544 | 39.6% | Q4 2025 | Jan 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 26,525 | 702 | 0.11% | 0.11% | 254 | +227 | 0.86% | Q4 2025 | Jan 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,825 | 683 | 0.09% | 0.09% | 255 | +4,094 | 18.84% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | New | 25,652 | 679 | 0.11% | — | 256 | +25,652 | New | Q4 2025 | Jan 16, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 25,352 | 671 | 0.73% | — | 257 | +25,352 | New | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 25,064 | 663 | 0.22% | 0.25% | 258 | -2,588 | -9.36% | Q4 2025 | Feb 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 24,939 | 660 | 0.68% | 1.39% | 259 | -34,593 | -58.11% | Q4 2025 | Jan 16, 2026 |
| Keebeck Wealth Management | History | Added to | 24,654 | 652 | 0.08% | 0.08% | 260 | +1,084 | 4.6% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,244 | 641 | 0.05% | 0.03% | 261 | +12,451 | 105.58% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 23,928 | 633 | 0.01% | 0.01% | 262 | -19,246 | -44.58% | Q4 2025 | Jan 26, 2026 |
| Edgestream Partners, L.P. | History | Added to | 23,722 | 627 | 0.02% | 0.01% | 263 | +14,127 | 147.23% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Reduced | 23,649 | 625 | 0.23% | 0.24% | 264 | -813 | -3.32% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 23,005 | 608 | 0.02% | 0.01% | 265 | +12,910 | 127.89% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 22,936 | 607 | 0.0% | 0.0% | 266 | -10,417 | -31.23% | Q4 2025 | Feb 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 22,819 | 604 | 0.14% | 0.12% | 267 | +5,714 | 33.41% | Q4 2025 | Jan 08, 2026 |
| Lansing Street Advisors | History | Reduced | 22,653 | 599 | 0.15% | 0.17% | 268 | -1,257 | -5.26% | Q4 2025 | Jan 26, 2026 |
| NORDEN GROUP LLC | History | Reduced | 21,999 | 582 | 0.06% | 0.06% | 269 | -871 | -3.81% | Q4 2025 | Jan 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,795 | 576 | 0.01% | 0.01% | 270 | +409 | 1.91% | Q4 2025 | Feb 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 21,667 | 573 | 0.37% | 0.41% | 271 | -736 | -3.29% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 21,426 | 567 | 0.18% | 0.18% | 272 | +1,177 | 5.81% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 20,868 | 555 | 0.02% | 0.02% | 273 | -1,083 | -4.93% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | Reduced | 20,928 | 553 | 0.01% | 0.02% | 274 | -45,654 | -68.57% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,897 | 553 | 0.02% | 0.02% | 275 | -2,110 | -9.17% | Q4 2025 | Feb 19, 2026 |
| Versant Capital Management, Inc | History | Reduced | 20,280 | 536 | 0.07% | 0.08% | 276 | -1,196 | -5.57% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 20,126 | 532 | 0.01% | 0.01% | 277 | -1,271 | -5.94% | Q4 2025 | Feb 10, 2026 |
| UPTICK PARTNERS, LLC | History | New | 20,069 | 531 | 0.11% | — | 278 | +20,069 | New | Q4 2025 | Feb 02, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 19,569 | 517 | 0.09% | 0.1% | 279 | +404 | 2.11% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 19,458 | 515 | 0.01% | 0.01% | 280 | -761 | -3.76% | Q4 2025 | Jan 29, 2026 |
| LCW Services, LLC | History | New | 19,150 | 506 | 0.27% | — | 281 | +19,150 | New | Q4 2025 | Feb 11, 2026 |
| Graetz Wealth LLC | History | New | 19,072 | 504 | 0.46% | — | 282 | +19,072 | New | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 19,000 | 502 | 0.01% | — | 283 | +19,000 | New | Q4 2025 | Feb 12, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 18,950 | 501 | 0.05% | 0.07% | 284 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Archer Investment Management, LLC | History | New | 18,426 | 487 | 0.26% | — | 285 | +18,426 | New | Q4 2025 | Jan 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 18,334 | 485 | 0.2% | 0.18% | 286 | +2,759 | 17.71% | Q4 2025 | Feb 09, 2026 |
| Q3 Asset Management | History | New | 18,050 | 477 | 0.11% | — | 287 | +18,050 | New | Q4 2025 | Jan 27, 2026 |
| Advisor Resource Council | History | New | 17,701 | 464 | 0.16% | — | 289 | +17,701 | New | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 17,552 | 464 | 0.18% | 0.27% | 288 | -3,746 | -17.59% | Q4 2025 | Feb 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 17,408 | 460 | 0.03% | 0.03% | 290 | -173 | -0.98% | Q4 2025 | Feb 04, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 16,858 | 446 | 0.05% | 0.09% | 291 | -11,315 | -40.16% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,374 | 433 | 0.01% | 0.01% | 292 | +120 | 0.74% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 16,181 | 428 | 0.01% | — | 293 | +16,181 | New | Q4 2025 | Feb 17, 2026 |
| REDW Wealth LLC | History | Reduced | 16,166 | 427 | 0.16% | 0.18% | 294 | -1,151 | -6.65% | Q4 2025 | Jan 28, 2026 |
| Balance Wealth, LLC | History | Reduced | 15,891 | 420 | 0.13% | 0.13% | 295 | -3,011 | -15.93% | Q4 2025 | Jan 21, 2026 |
| Mattson Financial Services, LLC | History | Added to | 15,570 | 412 | 0.1% | 0.09% | 296 | +2,120 | 15.76% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 15,241 | 403 | 0.42% | 0.42% | 297 | +1,124 | 7.96% | Q4 2025 | Feb 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 15,086 | 399 | 0.14% | — | 298 | +15,086 | New | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 14,956 | 395 | 0.09% | — | 299 | +14,956 | New | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,910 | 394 | 0.0% | 0.0% | 300 | +38 | 0.26% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | New | 14,526 | 393 | 0.07% | — | 301 | +14,526 | New | Q4 2025 | Jan 29, 2026 |
| APS Management Group, Inc. | History | Reduced | 14,576 | 385 | 0.33% | 1.89% | 302 | -64,614 | -81.59% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 14,030 | 371 | 0.11% | — | 303 | +14,030 | New | Q4 2025 | Feb 06, 2026 |
| Maia Wealth LLC | History | Reduced | 13,262 | 358 | 0.06% | 0.07% | 304 | -1,311 | -9.0% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | New | 13,355 | 353 | 0.12% | — | 305 | +13,355 | New | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 13,205 | 349 | 0.0% | — | 306 | +13,205 | New | Q4 2025 | Feb 17, 2026 |
| Smart Money Group LLC | History | Added to | 13,033 | 344 | 0.1% | 0.1% | 307 | +326 | 2.57% | Q4 2025 | Jan 30, 2026 |
| BOKF, NA | History | New | 12,556 | 332 | 0.01% | — | 308 | +12,556 | New | Q4 2025 | Feb 03, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,510 | 331 | 0.03% | 0.03% | 309 | +1,974 | 18.74% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 12,287 | 322 | 0.01% | — | 310 | +12,287 | New | Q4 2025 | Feb 11, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 12,153 | 321 | 0.34% | 0.18% | 311 | +3,590 | 41.92% | Q4 2025 | Jan 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 11,832 | 313 | 0.31% | — | 313 | +11,832 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,828 | 313 | 0.0% | 0.0% | 312 | +157 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,591 | 306 | 0.08% | 0.05% | 314 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | New | 11,437 | 302 | 0.0% | — | 316 | +11,437 | New | Q4 2025 | Jan 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 11,427 | 302 | 0.04% | 0.04% | 315 | +989 | 9.47% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,310 | 299 | 0.0% | 0.0% | 317 | +137 | 1.23% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,250 | 297 | 0.0% | 0.0% | 318 | +11,115 | 8233.33% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,035 | 292 | 0.07% | 0.06% | 319 | +1,327 | 13.67% | Q4 2025 | Jan 08, 2026 |
| E&G Advisors, LP | History | Reduced | 11,000 | 291 | 0.07% | 0.19% | 320 | -19,200 | -63.58% | Q4 2025 | Jan 23, 2026 |
| Third View Private Wealth, LLC | History | New | 10,976 | 290 | 0.04% | — | 321 | +10,976 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,899 | 288 | 0.02% | 0.02% | 322 | +107 | 0.99% | Q4 2025 | Jan 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 10,773 | 285 | 0.01% | 0.01% | 323 | -657 | -5.75% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 10,701 | 283 | 0.0% | 0.0% | 324 | +2,706 | 33.85% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | New | 10,666 | 282 | 0.01% | — | 325 | +10,666 | New | Q4 2025 | Jan 22, 2026 |
| GK Wealth Management LLC | History | Reduced | 10,398 | 275 | 0.18% | 0.27% | 326 | -3,158 | -23.3% | Q4 2025 | Jan 05, 2026 |
| Savvy Advisors, Inc. | History | New | 10,371 | 274 | 0.01% | — | 327 | +10,371 | New | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 10,306 | 272 | 0.01% | 0.02% | 328 | -6,115 | -37.24% | Q4 2025 | Feb 17, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 10,226 | 270 | 0.12% | 0.13% | 330 | +792 | 8.4% | Q4 2025 | Feb 04, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 10,228 | 270 | 0.07% | 0.07% | 329 | +4 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 10,149 | 268 | 0.02% | 0.02% | 331 | -451 | -4.25% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | New | 9,816 | 259 | 0.01% | — | 333 | +9,816 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 9,794 | 259 | 0.0% | — | 332 | +9,794 | New | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 9,338 | 247 | 0.0% | 0.0% | 334 | -2,325 | -19.93% | Q4 2025 | Jan 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 9,284 | 245 | 0.07% | 0.05% | 335 | +3,388 | 57.46% | Q4 2025 | Feb 04, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 9,265 | 245 | 0.01% | 0.01% | 336 | -228 | -2.4% | Q4 2025 | Feb 10, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 9,238 | 244 | 0.06% | 0.06% | 337 | -271 | -2.85% | Q4 2025 | Feb 17, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 8,929 | 236 | 0.04% | — | 338 | +8,929 | New | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | New | 8,912 | 235 | 0.01% | — | 339 | +8,912 | New | Q4 2025 | Feb 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 8,824 | 233 | 0.08% | 0.1% | 340 | -1,574 | -15.14% | Q4 2025 | Feb 05, 2026 |
| TFB Advisors LLC | History | Added to | 8,540 | 226 | 0.06% | 0.06% | 341 | +565 | 7.08% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,464 | 225 | 0.01% | — | 342 | +8,464 | New | Q4 2025 | Feb 03, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 8,500 | 224 | 0.05% | 0.06% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,417 | 222 | 0.09% | 0.07% | 344 | -1,133 | -11.86% | Q4 2025 | Feb 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 8,419 | 222 | 0.09% | 0.09% | 345 | +890 | 11.82% | Q4 2025 | Feb 18, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 8,302 | 221 | 0.02% | 0.03% | 347 | -513 | -5.82% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 8,349 | 221 | 0.05% | 0.05% | 346 | -145 | -1.71% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 8,092 | 214 | 0.09% | — | 349 | +8,092 | New | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 7,912 | 214 | 0.05% | 0.07% | 350 | -1,520 | -16.12% | Q4 2025 | Feb 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,114 | 214 | 0.02% | 0.02% | 348 | -295 | -3.51% | Q4 2025 | Jan 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 8,024 | 212 | 0.06% | — | 351 | +8,024 | New | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | New | 7,995 | 211 | 0.0% | — | 353 | +7,995 | New | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,928 | 211 | 0.02% | 0.02% | 352 | -51 | -0.64% | Q4 2025 | Jan 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 7,951 | 210 | 0.03% | 0.03% | 354 | +82 | 1.04% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | New | 7,878 | 208 | 0.14% | — | 355 | +7,878 | New | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,845 | 207 | 0.01% | 0.01% | 356 | +89 | 1.15% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,218 | 191 | 0.03% | — | 357 | +7,218 | New | Q4 2025 | Feb 09, 2026 |
| Key Capital Management, INC | History | New | 6,930 | 183 | 0.18% | — | 358 | +6,930 | New | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,463 | 171 | 0.0% | 0.0% | 359 | +1,471 | 29.47% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 5,662 | 149 | 0.04% | 0.04% | 360 | -344 | -5.73% | Q4 2025 | Feb 17, 2026 |
| Collier Financial | History | Reduced | 4,626 | 122 | 0.09% | 0.23% | 361 | -6,729 | -59.26% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 4,568 | 120 | 0.03% | — | 362 | +4,568 | New | Q4 2025 | Feb 12, 2026 |
| Purpose Unlimited Inc. | History | New | 4,500 | 119 | 0.01% | — | 363 | +4,500 | New | Q4 2025 | Mar 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,428 | 117 | 0.0% | 0.0% | 364 | +1,539 | 53.27% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,383 | 115 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 4,309 | 114 | 0.04% | 0.0% | 366 | +4,192 | 3582.91% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 3,922 | 103 | 0.0% | — | 367 | +3,922 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 3,589 | 95 | 0.05% | 0.08% | 368 | -1,899 | -34.6% | Q4 2025 | Feb 18, 2026 |
| Imprint Wealth LLC | History | Added to | 3,417 | 90 | 0.42% | 0.14% | 369 | +1,756 | 105.72% | Q4 2025 | Feb 17, 2026 |
| Gleason Group, Inc. | History | New | 3,272 | 86 | 0.01% | — | 370 | +3,272 | New | Q4 2025 | Jan 15, 2026 |
| Tidemark, LLC | History | Reduced | 3,152 | 83 | 0.02% | 0.03% | 371 | -739 | -18.99% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,111 | 82 | 0.01% | 0.0% | 372 | +1,982 | 175.55% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 3,036 | 80 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,788 | 73 | 0.0% | — | 374 | +2,788 | New | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,242 | 59 | 0.01% | 0.01% | 375 | +122 | 5.75% | Q4 2025 | Feb 24, 2026 |
| Allworth Financial LP | History | New | 2,215 | 58 | 0.0% | — | 376 | +2,215 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,074 | 54 | 0.0% | — | 377 | +2,074 | New | Q4 2025 | Feb 03, 2026 |
| Merited Wealth, LLC | History | New | 2,047 | 54 | 0.05% | — | 378 | +2,047 | New | Q4 2025 | Mar 26, 2026 |
| Larson Financial Group LLC | History | Added to | 2,012 | 53 | 0.0% | 0.0% | 379 | +1,956 | 3492.86% | Q4 2025 | Feb 06, 2026 |
| Realta Investment Advisors | History | Reduced | 1,965 | 52 | 0.02% | 0.02% | 380 | -216 | -9.9% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,711 | 45 | 0.04% | 0.04% | 381 | +71 | 4.33% | Q4 2025 | Jan 29, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,692 | 44 | 0.01% | 0.02% | 382 | -1,389 | -45.08% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,574 | 41 | 0.0% | 0.0% | 383 | -245 | -13.47% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | Added to | 1,540 | 40 | 0.01% | 0.01% | 384 | +120 | 8.45% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | New | 1,395 | 36 | 0.0% | — | 385 | +1,395 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,349 | 35 | 0.02% | 0.02% | 386 | -1,051 | -43.79% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,310 | 34 | 0.0% | 0.0% | 387 | +833 | 174.63% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,248 | 33 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 1,253 | 33 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| POM Investment Strategies, LLC | History | Added to | 1,234 | 32 | 0.02% | 0.0% | 393 | +1,113 | 919.83% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,244 | 32 | 0.0% | 0.0% | 392 | +1,090 | 707.79% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,216 | 32 | 0.0% | 0.0% | 391 | +575 | 89.7% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,245 | 32 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 1,146 | 30 | 0.0% | 0.0% | 394 | +1,039 | 971.03% | Q4 2025 | Jan 30, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,120 | 29 | 0.01% | 0.01% | 395 | -1,248 | -52.7% | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,006 | 26 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 894 | 23 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 848 | 22 | 0.0% | 0.0% | 398 | -1,604 | -65.42% | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 858 | 22 | 0.01% | — | 399 | +858 | New | Q4 2025 | Jan 23, 2026 |
| Strive Financial Group ,LLC | History | New | 841 | 22 | 0.01% | — | 400 | +841 | New | Q4 2025 | Feb 18, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 781 | 20 | 0.02% | — | 404 | +781 | New | Q4 2025 | Mar 05, 2026 |
| Networth Advisors, LLC | History | New | 764 | 20 | 0.01% | — | 403 | +764 | New | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | Added to | 786 | 20 | 0.0% | 0.0% | 401 | +515 | 190.04% | Q4 2025 | Jan 16, 2026 |
| Powell Investment Advisors, LLC | History | No change | 788 | 20 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | New | 738 | 19 | 0.0% | — | 405 | +738 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 749 | 19 | 0.01% | 0.0% | 406 | +670 | 848.1% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 690 | 18 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avion Wealth | History | No change | 686 | 18 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 659 | 17 | 0.0% | — | 409 | +659 | New | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 636 | 16 | 0.01% | — | 411 | +636 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 626 | 16 | 0.0% | 0.0% | 410 | -275 | -30.52% | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | New | 589 | 15 | 0.0% | — | 413 | +589 | New | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 596 | 15 | 0.0% | 0.0% | 412 | +8 | 1.36% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 544 | 14 | 0.0% | — | 416 | +544 | New | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 549 | 14 | 0.0% | 0.0% | 415 | -26 | -4.52% | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 550 | 14 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cape Investment Advisory, Inc. | History | New | 505 | 13 | 0.0% | — | 417 | +505 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 492 | 13 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | No change | 490 | 12 | 0.0% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 401 | 10 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | No change | 409 | 10 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | Reduced | 358 | 9 | 0.0% | 0.0% | 422 | -23 | -6.04% | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 331 | 8 | 0.01% | — | 423 | +331 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 258 | 7 | 0.0% | 0.0% | 424 | -348 | -57.43% | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | New | 298 | 7 | 0.0% | — | 425 | +298 | New | Q4 2025 | Jan 20, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 236 | 6 | 0.0% | — | 427 | +236 | New | Q4 2025 | Feb 02, 2026 |
| Kozak & Associates, Inc. | History | New | 231 | 6 | 0.0% | — | 426 | +231 | New | Q4 2025 | Jan 12, 2026 |
| New Millennium Group LLC | History | New | 209 | 5 | 0.0% | — | 428 | +209 | New | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 164 | 4 | 0.0% | 0.0% | 429 | -1,293 | -88.74% | Q4 2025 | Feb 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 183 | 4 | 0.0% | — | 434 | +183 | New | Q4 2025 | Jan 30, 2026 |
| DecisionPoint Financial, LLC | History | New | 177 | 4 | 0.0% | — | 433 | +177 | New | Q4 2025 | Jan 29, 2026 |
| HOEY INVESTMENTS, INC | History | New | 164 | 4 | 0.0% | — | 431 | +164 | New | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | New | 161 | 4 | 0.0% | — | 432 | +161 | New | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 153 | 4 | 0.0% | — | 430 | +153 | New | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 118 | 3 | 0.0% | 0.0% | 437 | -958 | -89.03% | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 126 | 3 | 0.0% | — | 438 | +126 | New | Q4 2025 | Feb 02, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Reduced | 136 | 3 | 0.0% | 0.0% | 439 | -7 | -4.9% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 85 | 2 | 0.0% | 0.01% | 440 | -497 | -85.4% | Q4 2025 | Feb 10, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 99 | 2 | 0.0% | 0.0% | 443 | -427 | -81.18% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Added to | 111 | 2 | 0.0% | 0.0% | 444 | +11 | 11.0% | Q4 2025 | Feb 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 90 | 2 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Reduced | 68 | 1 | 0.0% | 0.0% | 451 | -288 | -80.9% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | New | 56 | 1 | 0.0% | — | 446 | +56 | New | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | New | 55 | 1 | 0.0% | — | 447 | +55 | New | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | New | 39 | 1 | 0.0% | — | 452 | +39 | New | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 61 | 1 | 0.0% | 0.0% | 449 | +1 | 1.67% | Q4 2025 | Jan 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 55 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -466,580 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -255,705 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -166,195 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 1.99% | — | -138,771 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -121,350 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -83,719 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -81,793 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,887 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -17,995 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,210 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Friday Financial | History | Closed out | 0 | 0 | — | 0.14% | — | -12,710 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CAHILL FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,191 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,098 | -100.0% | Q3 2025 | Nov 06, 2025 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,224 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -7,886 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,826 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,943 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 36 | 0 | — | 0.04% | — | -2,904 | -98.78% | Q4 2025 | Feb 02, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,093 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.01% | — | -1,343 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -976 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -852 | -100.0% | Q3 2025 | Oct 20, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -565 | -100.0% | Q3 2025 | Nov 17, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Root Financial Partners, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -331 | -97.07% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | Reduced | 27 | 0 | — | 0.0% | — | -93 | -77.5% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |