SPDR SERIES TRUST - SPTS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | Added to | 25,879,762 | 757,760 | 8.57% | 7.45% | 1 | +3,937,024 | 17.94% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,497,346 | 395,202 | 0.03% | 0.03% | 2 | -2,670,795 | -16.52% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 13,321,666 | 390,058 | 0.01% | 0.01% | 3 | +498,279 | 3.89% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,447,629 | 247,346 | 0.07% | 0.07% | 4 | -167,615 | -1.95% | Q4 2025 | Feb 11, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 7,109,860 | 208,176 | 6.12% | 5.94% | 5 | +6,182 | 0.09% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,738,831 | 168,032 | 0.05% | 0.05% | 6 | +199,176 | 3.6% | Q4 2025 | Feb 10, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 4,438,690 | 129,964 | 4.74% | 4.77% | 7 | -16,558 | -0.37% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,385,427 | 128,412 | 0.03% | 0.03% | 8 | +257,691 | 6.24% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | Added to | 3,518,624 | 103,025 | 3.36% | 3.33% | 9 | +68,056 | 1.97% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,048,181 | 89,250 | 0.13% | 0.13% | 10 | +266,521 | 9.58% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 2,721,333 | 79,680 | 8.94% | 8.62% | 11 | +149,931 | 5.83% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,569,944 | 75,247 | 0.01% | 0.02% | 12 | -272,225 | -9.58% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,289,273 | 67,029 | 0.01% | — | 13 | +2,289,273 | New | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,236,214 | 65,476 | 0.95% | 0.89% | 14 | +200,620 | 9.86% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,028,225 | 59,386 | 0.06% | 0.07% | 15 | -98,436 | -4.63% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,832,139 | 53,645 | 0.98% | 1.01% | 16 | +86,260 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Portland Global Advisors LLC | History | Added to | 1,643,042 | 48,108 | 5.16% | 4.9% | 17 | +144,936 | 9.67% | Q4 2025 | Feb 10, 2026 |
| GM Advisory Group, LLC | History | Reduced | 1,634,344 | 47,853 | 1.87% | 2.38% | 18 | -274,355 | -14.37% | Q4 2025 | Feb 13, 2026 |
| DAGCO, INC. | History | Added to | 1,513,995 | 44,329 | 10.24% | 8.42% | 19 | +371,484 | 32.51% | Q4 2025 | Jan 08, 2026 |
| MORGAN STANLEY | History | Added to | 1,508,707 | 44,174 | 0.0% | 0.0% | 20 | +10,868 | 0.73% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,445,128 | 42,313 | 0.06% | 0.05% | 21 | +76,823 | 5.61% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 1,443,445 | 42,264 | 0.11% | 0.14% | 22 | -181,455 | -11.17% | Q4 2025 | Jan 26, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,380,036 | 40,586 | 3.72% | 3.72% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 1,334,080 | 39,061 | 1.15% | 1.1% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,208,147 | 35,374 | 1.23% | 1.13% | 25 | +88,939 | 7.95% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,186,095 | 34,729 | 0.05% | 0.05% | 26 | -138,422 | -10.45% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,167,954 | 34,197 | 5.05% | 4.52% | 27 | +162,842 | 16.2% | Q4 2025 | Feb 03, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 1,159,443 | 33,945 | 0.05% | 0.06% | 28 | -80,886 | -6.52% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,096,137 | 32,094 | 3.78% | 3.79% | 29 | -20,330 | -1.82% | Q4 2025 | Jan 22, 2026 |
| Quent Capital, LLC | History | Added to | 1,019,790 | 29,859 | 2.15% | 1.87% | 30 | +258,854 | 34.02% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 998,947 | 29,249 | 1.84% | 1.86% | 31 | +54,769 | 5.8% | Q4 2025 | Feb 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 984,643 | 28,830 | 1.81% | 1.83% | 32 | +44,066 | 4.68% | Q4 2025 | Jan 21, 2026 |
| Crane Advisory, LLC | History | Added to | 978,112 | 28,629 | 4.33% | 4.37% | 33 | +27,256 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 933,179 | 27,323 | 3.5% | 2.03% | 34 | +468,085 | 100.64% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 919,302 | 26,917 | 0.01% | 0.01% | 35 | -1,814 | -0.2% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 911,216 | 26,680 | 0.03% | 0.03% | 36 | +19,675 | 2.21% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 877,665 | 25,698 | 0.22% | 0.19% | 37 | +26,996 | 3.17% | Q4 2025 | Jan 05, 2026 |
| Nelson Capital Management, LLC | History | Added to | 865,293 | 25,335 | 2.96% | 2.91% | 38 | +31,724 | 3.81% | Q4 2025 | Feb 10, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 859,179 | 25,156 | 2.32% | 2.32% | 39 | +11,235 | 1.32% | Q4 2025 | Jan 12, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 824,795 | 24,149 | 3.99% | 3.87% | 40 | +39,554 | 5.04% | Q4 2025 | Jan 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 760,572 | 22,269 | 0.5% | 0.58% | 41 | -68,380 | -8.25% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 753,390 | 22,059 | 0.0% | 0.0% | 42 | +152,816 | 25.44% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 736,546 | 21,566 | 0.04% | 0.05% | 43 | -53,164 | -6.73% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 728,077 | 21,318 | 0.0% | 0.0% | 44 | +18,726 | 2.64% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 710,258 | 20,796 | 0.1% | 0.11% | 45 | -43,363 | -5.75% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 700,462 | 20,509 | 0.02% | 0.0% | 46 | +625,270 | 831.56% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 698,442 | 20,450 | 0.11% | 0.11% | 47 | +44,489 | 6.8% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 697,947 | 20,435 | 0.14% | 0.14% | 48 | +44,188 | 6.76% | Q4 2025 | Feb 17, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 639,350 | 18,720 | 3.42% | 3.25% | 49 | +50,286 | 8.54% | Q4 2025 | Jan 26, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 605,699 | 17,734 | 0.23% | 0.18% | 50 | +115,403 | 23.54% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 586,463 | 17,171 | 0.2% | 0.02% | 51 | +553,249 | 1665.71% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 585,237 | 17,135 | 0.67% | 0.62% | 52 | +53,102 | 9.98% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | Added to | 582,225 | 17,047 | 0.27% | 0.27% | 53 | +24,040 | 4.31% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 561,888 | 16,452 | 0.01% | 0.01% | 54 | +15,939 | 2.92% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 550,382 | 16,115 | 0.02% | 0.02% | 55 | +5,919 | 1.09% | Q4 2025 | Jan 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 540,195 | 15,816 | 0.25% | 0.28% | 56 | -34,089 | -5.94% | Q4 2025 | Feb 11, 2026 |
| WorthPointe, LLC | History | Added to | 536,887 | 15,720 | 4.13% | 1.12% | 57 | +434,911 | 426.48% | Q4 2025 | Jan 26, 2026 |
| Composition Wealth, LLC | History | Added to | 520,153 | 15,230 | 0.22% | 0.2% | 58 | +66,914 | 14.76% | Q4 2025 | Feb 02, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 509,507 | 14,918 | 2.46% | 1.77% | 59 | +137,359 | 36.91% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Group, LLC | History | Added to | 500,809 | 14,663 | 1.23% | 1.14% | 60 | +59,707 | 13.54% | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 484,422 | 14,183 | 13.09% | — | 61 | +484,422 | New | Q4 2025 | Feb 27, 2026 |
| MAI Capital Management | History | Added to | 472,114 | 13,823 | 0.08% | 0.0% | 62 | +464,377 | 6002.03% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 446,662 | 13,078 | 1.46% | 1.44% | 63 | +22,935 | 5.41% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 418,791 | 12,262 | 0.02% | 0.02% | 64 | +18,423 | 4.6% | Q4 2025 | Feb 18, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 414,953 | 12,149 | 2.63% | 0.16% | 65 | +391,549 | 1673.0% | Q4 2025 | Feb 02, 2026 |
| Rinkey Investments | History | Reduced | 406,949 | 11,915 | 3.03% | 3.17% | 66 | -1,007 | -0.25% | Q4 2025 | Feb 04, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 406,398 | 11,899 | 1.57% | 1.58% | 67 | +8,409 | 2.11% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Group, LLC | History | Added to | 404,542 | 11,844 | 5.68% | 5.24% | 68 | +45,152 | 12.56% | Q4 2025 | Jan 12, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 403,477 | 11,813 | 2.42% | 1.97% | 69 | +85,357 | 26.83% | Q4 2025 | Feb 02, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 400,433 | 11,724 | 2.7% | — | 70 | +400,433 | New | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 381,567 | 11,172 | 0.06% | — | 71 | +381,567 | New | Q4 2025 | Feb 18, 2026 |
| Treasure Coast Financial Planning | History | Added to | 366,638 | 10,736 | 5.7% | 5.71% | 72 | +17,593 | 5.04% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 366,209 | 10,722 | 0.09% | 0.12% | 73 | -69,957 | -16.04% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 364,566 | 10,674 | 0.01% | 0.01% | 74 | +44,901 | 14.05% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 355,108 | 10,397 | 0.04% | 0.04% | 75 | +9,283 | 2.68% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 353,284 | 10,344 | 0.11% | — | 76 | +353,284 | New | Q4 2025 | Feb 06, 2026 |
| Proficio Capital Partners LLC | History | New | 350,835 | 10,272 | 0.72% | — | 77 | +350,835 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 348,099 | 10,192 | 1.39% | 1.38% | 78 | +8,532 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 339,553 | 9,942 | 0.14% | 0.12% | 79 | +78,663 | 30.15% | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 321,412 | 9,410 | 2.9% | 2.93% | 80 | +17,547 | 5.77% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Added to | 320,152 | 9,374 | 1.92% | 1.47% | 81 | +96,862 | 43.38% | Q4 2025 | Jan 23, 2026 |
| Madison Asset Management, LLC | History | Reduced | 306,015 | 8,960 | 0.1% | 0.1% | 82 | -131 | -0.04% | Q4 2025 | Feb 04, 2026 |
| S. R. Schill & Associates | History | Reduced | 293,553 | 8,595 | 6.07% | 6.07% | 83 | -1,087 | -0.37% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 291,112 | 8,524 | 0.06% | — | 84 | +291,112 | New | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 284,741 | 8,337 | 0.02% | 0.02% | 85 | +18,545 | 6.97% | Q4 2025 | Feb 13, 2026 |
| MTC Wealth Management LLC | History | Reduced | 278,987 | 8,168 | 3.83% | 3.84% | 86 | -2,081 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 271,829 | 7,959 | 0.01% | 0.01% | 87 | -67,170 | -19.81% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 270,890 | 7,931 | 1.36% | 1.4% | 88 | +8,455 | 3.22% | Q4 2025 | Feb 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 269,595 | 7,893 | 0.69% | 0.71% | 89 | -2,081 | -0.77% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 257,546 | 7,540 | 0.51% | 0.17% | 90 | +178,740 | 226.81% | Q4 2025 | Jan 15, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 257,412 | 7,537 | 5.01% | 5.02% | 91 | +11,984 | 4.88% | Q4 2025 | Jan 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 257,000 | 7,524 | 0.02% | 0.02% | 92 | +10,000 | 4.05% | Q4 2025 | Jan 26, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 253,095 | 7,410 | 3.75% | 3.61% | 93 | +12,982 | 5.41% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 252,574 | 7,395 | 0.18% | 0.18% | 94 | -4,435 | -1.73% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 239,296 | 7,006 | 0.0% | 0.0% | 95 | +147,160 | 159.72% | Q4 2025 | Mar 25, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 237,962 | 6,967 | 0.01% | 0.0% | 96 | +229,091 | 2582.47% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 234,546 | 6,867 | 0.01% | 0.0% | 97 | +194,217 | 481.58% | Q4 2025 | Mar 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 233,963 | 6,850 | 0.06% | 0.06% | 98 | +25,334 | 12.14% | Q4 2025 | Feb 17, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 232,465 | 6,806 | 1.01% | 1.17% | 99 | -21,556 | -8.49% | Q4 2025 | Jan 26, 2026 |
| Empowered Funds, LLC | History | Added to | 219,300 | 6,421 | 0.11% | 0.06% | 100 | +30,600 | 16.22% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | Reduced | 210,613 | 6,166 | 1.13% | 1.18% | 101 | -8,443 | -3.85% | Q4 2025 | Feb 09, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 200,703 | 5,876 | 1.96% | 1.87% | 102 | +29,089 | 16.95% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 198,486 | 5,812 | 0.02% | 0.02% | 103 | +3,209 | 1.64% | Q4 2025 | Feb 05, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 191,990 | 5,621 | 2.05% | 2.1% | 104 | +4,197 | 2.23% | Q4 2025 | Feb 04, 2026 |
| Troutman Wealth Management, LLC | History | New | 191,845 | 5,617 | 4.64% | — | 106 | +191,845 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 191,866 | 5,617 | 0.07% | 0.05% | 105 | -863 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 184,495 | 5,402 | 3.81% | 4.06% | 107 | +1,702 | 0.93% | Q4 2025 | Jan 27, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 182,472 | 5,340 | 2.41% | 2.95% | 108 | -13,063 | -6.68% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 176,297 | 5,161 | 0.07% | 0.04% | 109 | +78,375 | 80.04% | Q4 2025 | Feb 10, 2026 |
| Synergy Investment Management, LLC | History | Added to | 167,805 | 4,913 | 1.74% | 1.87% | 110 | +1,099 | 0.66% | Q4 2025 | Feb 06, 2026 |
| WBH ADVISORY INC | History | Added to | 164,527 | 4,817 | 0.36% | 0.35% | 111 | +8,328 | 5.33% | Q4 2025 | Jan 26, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 164,452 | 4,815 | 0.63% | 0.69% | 112 | -4,176 | -2.48% | Q4 2025 | Jan 14, 2026 |
| Centric Wealth Management | History | Reduced | 164,234 | 4,797 | 1.01% | 1.1% | 113 | -3,675 | -2.19% | Q4 2025 | Feb 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 162,372 | 4,754 | 0.3% | — | 114 | +162,372 | New | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 158,990 | 4,655 | 0.03% | 0.04% | 115 | +3,308 | 2.12% | Q4 2025 | Feb 18, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 156,365 | 4,578 | 1.38% | 1.4% | 116 | +2,700 | 1.76% | Q4 2025 | Jan 28, 2026 |
| Guild Investment Management, Inc. | History | New | 155,000 | 4,538 | 3.37% | — | 117 | +155,000 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 149,089 | 4,365 | 0.05% | 0.0% | 118 | +145,034 | 3576.67% | Q4 2025 | Jan 23, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 144,789 | 4,239 | 1.78% | 1.8% | 119 | +2,117 | 1.48% | Q4 2025 | Jan 23, 2026 |
| MY Wealth Management Inc. | History | Reduced | 143,359 | 4,197 | 3.66% | 3.73% | 120 | -1,591 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 141,930 | 4,155 | 0.61% | 0.58% | 121 | +9,377 | 7.07% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 136,525 | 3,997 | 0.51% | 0.52% | 122 | +4,584 | 3.47% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 133,740 | 3,915 | 0.05% | 0.03% | 123 | +88,966 | 198.7% | Q4 2025 | Feb 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 133,022 | 3,895 | 3.86% | — | 124 | +133,022 | New | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 128,300 | 3,756 | 0.84% | 0.5% | 125 | +58,186 | 82.99% | Q4 2025 | Jan 09, 2026 |
| Napier Financial, LLC | History | New | 127,443 | 3,731 | 0.93% | — | 126 | +127,443 | New | Q4 2025 | Feb 11, 2026 |
| Hobart Private Capital, LLC | History | Added to | 127,055 | 3,720 | 0.73% | 0.7% | 127 | +13,094 | 11.49% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 126,859 | 3,714 | 0.12% | 0.12% | 128 | -920 | -0.72% | Q4 2025 | Jan 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 126,229 | 3,695 | 0.18% | 0.25% | 129 | +1,470 | 1.18% | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | Reduced | 125,077 | 3,662 | 0.23% | 0.25% | 130 | -9,022 | -6.73% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 123,253 | 3,608 | 0.04% | 0.17% | 131 | -366,776 | -74.85% | Q4 2025 | Jan 20, 2026 |
| NWAM LLC | History | Added to | 118,722 | 3,476 | 0.19% | 0.18% | 132 | +2,779 | 2.4% | Q4 2025 | Feb 04, 2026 |
| MATAURO, LLC | History | Reduced | 115,502 | 3,381 | 0.51% | 0.54% | 133 | -582 | -0.5% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 114,901 | 3,364 | 0.0% | 0.0% | 134 | +18,947 | 19.75% | Q4 2025 | Feb 12, 2026 |
| MKT Advisors LLC | History | Added to | 114,616 | 3,357 | 1.15% | 1.09% | 135 | +14,301 | 14.26% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 112,986 | 3,308 | 0.16% | 0.16% | 136 | +677 | 0.6% | Q4 2025 | Jan 20, 2026 |
| Walker Financial Services, Inc. | History | Added to | 112,352 | 3,289 | 1.19% | 1.11% | 137 | +15,110 | 15.54% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Added to | 111,840 | 3,274 | 0.12% | 0.12% | 138 | +12,648 | 12.75% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 110,136 | 3,224 | 0.02% | 0.04% | 139 | -100,680 | -47.76% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 110,104 | 3,223 | 0.06% | 0.06% | 140 | +4,364 | 4.13% | Q4 2025 | Feb 03, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 109,516 | 3,206 | 3.47% | — | 141 | +109,516 | New | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 105,913 | 3,101 | 2.07% | 2.1% | 142 | +368 | 0.35% | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 105,065 | 3,076 | 0.0% | 0.0% | 143 | -28,082 | -21.09% | Q4 2025 | Feb 09, 2026 |
| Independence Wealth Advisors, LLC | History | New | 97,297 | 2,848 | 1.6% | — | 144 | +97,297 | New | Q4 2025 | Jan 09, 2026 |
| Strategic Financial Concepts, LLC | History | New | 96,721 | 2,831 | 2.59% | — | 145 | +96,721 | New | Q4 2025 | Feb 09, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 94,907 | 2,778 | 3.05% | — | 146 | +94,907 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 94,495 | 2,766 | 0.1% | 0.12% | 147 | -13,421 | -12.44% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 91,354 | 2,674 | 0.09% | 0.06% | 148 | +17,853 | 24.29% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 91,199 | 2,670 | 0.03% | 0.03% | 149 | -1,953 | -2.1% | Q4 2025 | Jan 21, 2026 |
| Advisor Resource Council | History | New | 89,910 | 2,626 | 0.93% | — | 150 | +89,910 | New | Q4 2025 | Feb 10, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 88,712 | 2,597 | 0.81% | 1.36% | 152 | -21,947 | -19.83% | Q4 2025 | Jan 08, 2026 |
| BAILARD, INC. | History | Added to | 88,718 | 2,597 | 0.06% | 0.05% | 151 | +8,193 | 10.17% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 87,209 | 2,553 | 0.19% | 0.17% | 153 | +11,322 | 14.92% | Q4 2025 | Jan 29, 2026 |
| WRAPMANAGER INC | History | Reduced | 86,862 | 2,543 | 0.86% | 0.81% | 154 | -2,988 | -3.33% | Q4 2025 | Feb 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 86,906 | 2,542 | 0.08% | 0.08% | 155 | -5,109 | -5.55% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 86,595 | 2,535 | 0.0% | 0.0% | 156 | +71,168 | 461.32% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 86,215 | 2,524 | 0.05% | 0.01% | 158 | +75,007 | 669.23% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 86,221 | 2,524 | 0.03% | 0.03% | 157 | +9,986 | 13.1% | Q4 2025 | Feb 05, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 85,053 | 2,490 | 0.34% | 0.35% | 159 | -487 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 82,803 | 2,424 | 0.07% | — | 160 | +82,803 | New | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 82,418 | 2,413 | 0.55% | 0.6% | 161 | -6,993 | -7.82% | Q4 2025 | Jan 16, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 78,430 | 2,296 | 0.6% | 0.6% | 162 | +1,357 | 1.76% | Q4 2025 | Jan 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 77,488 | 2,268 | 0.39% | 0.41% | 163 | +205 | 0.27% | Q4 2025 | Feb 12, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 77,168 | 2,259 | 1.99% | — | 164 | +77,168 | New | Q4 2025 | Jan 23, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 76,125 | 2,228 | 0.34% | 0.4% | 165 | -8,980 | -10.55% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 73,081 | 2,139 | 0.0% | 0.0% | 166 | -74,701 | -50.55% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Added to | 72,213 | 2,114 | 0.22% | 0.22% | 167 | +3,305 | 4.8% | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | Reduced | 70,214 | 2,055 | 0.58% | 0.72% | 168 | -13,889 | -16.51% | Q4 2025 | Feb 10, 2026 |
| One Day In July LLC | History | Reduced | 68,477 | 2,005 | 0.16% | 0.39% | 169 | -88,166 | -56.28% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | New | 68,020 | 1,991 | 0.07% | — | 170 | +68,020 | New | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 66,468 | 1,946 | 0.03% | 0.03% | 171 | +10,134 | 17.99% | Q4 2025 | Feb 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 63,036 | 1,845 | 0.54% | 0.46% | 172 | +7,045 | 12.58% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 62,188 | 1,820 | 0.0% | 0.0% | 173 | +25 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 60,322 | 1,766 | 0.03% | 0.04% | 174 | -3,208 | -5.05% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 58,709 | 1,719 | 0.03% | 0.01% | 175 | +49,668 | 549.36% | Q4 2025 | Feb 11, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 58,666 | 1,717 | 0.89% | 0.97% | 176 | -432 | -0.73% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 57,360 | 1,679 | 0.02% | 0.1% | 177 | -263,765 | -82.14% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 56,144 | 1,643 | 0.05% | — | 178 | +56,144 | New | Q4 2025 | Feb 10, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 55,800 | 1,633 | 0.98% | 0.77% | 179 | +13,475 | 31.84% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 53,269 | 1,559 | 0.02% | 0.03% | 180 | -30,309 | -36.26% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,234 | 1,558 | 0.01% | 0.01% | 181 | -9,218 | -14.76% | Q4 2025 | Feb 18, 2026 |
| Partners in Financial Planning | History | Added to | 50,653 | 1,483 | 0.25% | 0.24% | 182 | +2,521 | 5.24% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 48,618 | 1,423 | 0.03% | 0.01% | 183 | +30,662 | 170.76% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 48,542 | 1,421 | 0.01% | 0.01% | 184 | -5,799 | -10.67% | Q4 2025 | Feb 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 48,200 | 1,411 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 47,863 | 1,401 | 0.08% | 0.08% | 186 | +759 | 1.61% | Q4 2025 | Jan 30, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 47,835 | 1,400 | 0.3% | 0.43% | 187 | +4,212 | 9.66% | Q4 2025 | Feb 12, 2026 |
| Pacific Park Financial, Inc. | History | New | 47,161 | 1,380 | 0.86% | — | 188 | +47,161 | New | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 46,902 | 1,373 | 0.19% | 0.23% | 189 | -3,267 | -6.51% | Q4 2025 | Jan 12, 2026 |
| VICUS CAPITAL | History | Added to | 45,735 | 1,339 | 0.1% | 0.1% | 190 | +2,381 | 5.49% | Q4 2025 | Jan 22, 2026 |
| Slow Capital, Inc. | History | Reduced | 45,217 | 1,323 | 0.16% | 0.23% | 191 | -20,772 | -31.48% | Q4 2025 | Jan 26, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 44,422 | 1,300 | 0.12% | 0.13% | 192 | +449 | 1.02% | Q4 2025 | Jan 30, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 43,036 | 1,260 | 0.42% | 1.42% | 193 | -94,042 | -68.6% | Q4 2025 | Feb 10, 2026 |
| Vavra Capital Management, LLC | History | New | 42,447 | 1,242 | 1.22% | — | 194 | +42,447 | New | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 42,194 | 1,235 | 0.0% | 0.0% | 195 | -4,232 | -9.12% | Q4 2025 | Feb 10, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 42,059 | 1,231 | 0.64% | 0.18% | 196 | +30,669 | 269.26% | Q4 2025 | Jan 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 41,887 | 1,226 | 0.12% | 0.11% | 197 | +6,136 | 17.16% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | No change | 41,437 | 1,213 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 41,421 | 1,212 | 0.69% | 0.74% | 200 | -940 | -2.22% | Q4 2025 | Jan 06, 2026 |
| Successful Portfolios LLC | History | Added to | 41,410 | 1,212 | 0.62% | 0.71% | 199 | +4 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | New | 40,000 | 1,171 | 0.29% | — | 201 | +40,000 | New | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 38,718 | 1,133 | 0.03% | 0.01% | 202 | +22,523 | 139.07% | Q4 2025 | Jan 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 37,212 | 1,089 | 0.05% | 0.04% | 203 | +2,181 | 6.23% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 37,068 | 1,085 | 0.03% | 0.06% | 204 | -45,195 | -54.94% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 36,876 | 1,079 | 0.02% | 0.02% | 205 | -473 | -1.27% | Q4 2025 | Jan 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 36,472 | 1,067 | 0.02% | 0.03% | 206 | -7,321 | -16.72% | Q4 2025 | Feb 12, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 34,843 | 1,020 | 0.86% | 0.97% | 207 | -5,585 | -13.81% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,505 | 1,010 | 0.0% | 0.0% | 208 | +25,687 | 291.3% | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Reduced | 34,456 | 1,008 | 0.15% | 0.17% | 209 | -1,877 | -5.17% | Q4 2025 | Feb 04, 2026 |
| Allen Capital Group, LLC | History | Reduced | 33,900 | 992 | 0.09% | 0.15% | 210 | -19,831 | -36.91% | Q4 2025 | Feb 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 33,116 | 969 | 0.04% | 0.42% | 211 | -275,287 | -89.26% | Q4 2025 | Jan 22, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 32,663 | 956 | 0.49% | 0.52% | 212 | +1,406 | 4.5% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 32,603 | 954 | 0.05% | 0.05% | 213 | -5,230 | -13.82% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 32,523 | 952 | 0.05% | 0.06% | 214 | -2,928 | -8.26% | Q4 2025 | Jan 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 32,173 | 942 | 0.31% | — | 215 | +32,173 | New | Q4 2025 | Mar 27, 2026 |
| Maia Wealth LLC | History | Added to | 31,998 | 937 | 0.16% | 0.15% | 216 | +2,038 | 6.8% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 31,829 | 931 | 0.08% | 0.09% | 217 | -1,238 | -3.74% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 31,208 | 913 | 0.1% | 0.07% | 218 | +9,496 | 43.74% | Q4 2025 | Feb 13, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 30,754 | 900 | 0.46% | 0.73% | 219 | -15,110 | -32.95% | Q4 2025 | Jan 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 30,501 | 893 | 0.07% | 0.06% | 220 | +1,609 | 5.57% | Q4 2025 | Feb 18, 2026 |
| Downshift Financial, LLC | History | New | 30,315 | 887 | 0.55% | — | 221 | +30,315 | New | Q4 2025 | Mar 11, 2026 |
| Aspire Private Capital, LLC | History | Added to | 30,107 | 881 | 0.2% | 0.19% | 222 | +312 | 1.05% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,254 | 856 | 0.01% | 0.0% | 225 | +27,841 | 1970.35% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 29,242 | 856 | 0.01% | 0.01% | 223 | -1,853 | -5.96% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Added to | 29,236 | 856 | 0.02% | 0.02% | 224 | +1,767 | 6.43% | Q4 2025 | Jan 23, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 29,016 | 849 | 0.38% | 0.39% | 226 | -27 | -0.09% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 28,904 | 846 | 0.01% | 0.01% | 227 | +2,974 | 11.47% | Q4 2025 | Jan 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,878 | 845 | 0.04% | 0.04% | 228 | +1,054 | 3.79% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 28,712 | 840 | 0.02% | 0.02% | 229 | +5,142 | 21.82% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 28,589 | 837 | 0.04% | 0.05% | 230 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 28,166 | 824 | 0.03% | 0.04% | 231 | -7,650 | -21.36% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,848 | 815 | 0.0% | 0.0% | 232 | +13,871 | 99.24% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 27,477 | 804 | 0.02% | 0.02% | 233 | +4,739 | 20.84% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Added to | 27,229 | 797 | 0.0% | 0.0% | 234 | +1,271 | 4.9% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | Added to | 27,022 | 791 | 0.29% | 0.29% | 235 | +591 | 2.24% | Q4 2025 | Feb 02, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 27,000 | 790 | 0.17% | 0.19% | 236 | -1,000 | -3.57% | Q4 2025 | Jan 14, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 26,935 | 788 | 0.2% | 0.15% | 237 | +6,641 | 32.72% | Q4 2025 | Jan 28, 2026 |
| Capital Management Associates, Inc | History | Added to | 26,880 | 787 | 0.17% | 0.13% | 238 | +10,000 | 59.24% | Q4 2025 | Jan 21, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 26,388 | 772 | 0.1% | 0.1% | 239 | -51 | -0.19% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 25,970 | 760 | 0.1% | 0.04% | 240 | +17,252 | 197.89% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,933 | 759 | 0.01% | 0.01% | 241 | +176 | 0.68% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 25,773 | 754 | 0.0% | 0.0% | 242 | +180 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 25,622 | 750 | 0.52% | 0.58% | 243 | -2,220 | -7.97% | Q4 2025 | Jan 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 25,299 | 740 | 0.06% | 0.08% | 244 | -6,876 | -21.37% | Q4 2025 | Jan 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 25,257 | 739 | 0.16% | 0.16% | 245 | +325 | 1.3% | Q4 2025 | Feb 03, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 25,005 | 732 | 0.59% | 0.64% | 246 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 24,978 | 731 | 0.46% | — | 247 | +24,978 | New | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 23,232 | 680 | 0.0% | 0.0% | 248 | +130 | 0.56% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 23,214 | 679 | 0.02% | 0.03% | 249 | -5,069 | -17.92% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 23,090 | 676 | 0.29% | 1.84% | 250 | -106,195 | -82.14% | Q4 2025 | Jan 23, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 23,076 | 675 | 0.29% | 0.37% | 251 | -5,143 | -18.23% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,053 | 674 | 0.0% | 0.0% | 252 | +7,434 | 47.6% | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | Reduced | 22,635 | 662 | 0.45% | 0.48% | 253 | -110 | -0.48% | Q4 2025 | Jan 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 22,572 | 660 | 0.07% | 0.08% | 255 | -643 | -2.77% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 22,560 | 660 | 0.03% | 0.03% | 254 | +262 | 1.17% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 22,501 | 658 | 0.0% | 0.01% | 256 | -24,768 | -52.4% | Q4 2025 | Jan 29, 2026 |
| Austin Private Wealth, LLC | History | Added to | 21,658 | 634 | 0.05% | 0.04% | 257 | +3,522 | 19.42% | Q4 2025 | Jan 20, 2026 |
| Ascent Group, LLC | History | Reduced | 21,577 | 631 | 0.02% | 0.03% | 258 | -2,795 | -11.47% | Q4 2025 | Jan 20, 2026 |
| One Degree Advisors Inc | History | Reduced | 20,805 | 609 | 0.17% | 0.19% | 259 | -274 | -1.3% | Q4 2025 | Feb 06, 2026 |
| Brown Financial Advisors | History | Reduced | 20,192 | 591 | 0.22% | 0.22% | 260 | -528 | -2.55% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | Added to | 20,138 | 589 | 1.25% | 0.96% | 261 | +4,838 | 31.62% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 19,706 | 576 | 0.0% | 0.0% | 262 | -4,744 | -19.4% | Q4 2025 | Feb 10, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 19,547 | 572 | 0.41% | 0.48% | 263 | -1,811 | -8.48% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group | History | Added to | 18,835 | 551 | 0.04% | 0.04% | 264 | +2,501 | 15.31% | Q4 2025 | Feb 06, 2026 |
| Veltria Advisors Corp. | History | No change | 18,698 | 547 | 2.38% | 2.41% | 265 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 18,488 | 541 | 0.54% | — | 266 | +18,488 | New | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 18,049 | 528 | 0.06% | 0.07% | 267 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Evensky & Katz LLC | History | Added to | 18,012 | 527 | 0.03% | 0.03% | 268 | +231 | 1.3% | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,738 | 519 | 0.09% | 0.13% | 269 | +4,635 | 35.37% | Q4 2025 | Jan 26, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 17,681 | 517 | 0.06% | 0.07% | 270 | -3,869 | -17.95% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 17,630 | 516 | 0.0% | — | 271 | +17,630 | New | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,584 | 515 | 0.0% | 0.0% | 272 | -1,123 | -6.0% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 17,229 | 504 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 16,873 | 494 | 0.0% | 0.0% | 274 | +6,689 | 65.68% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,870 | 493 | 0.01% | 0.02% | 275 | -3,323 | -16.46% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Added to | 16,513 | 483 | 0.02% | 0.01% | 276 | +8,308 | 101.26% | Q4 2025 | Jan 27, 2026 |
| Front Row Advisors LLC | History | No change | 16,230 | 475 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Added to | 15,865 | 464 | 0.01% | 0.01% | 278 | +828 | 5.51% | Q4 2025 | Feb 03, 2026 |
| Triton Financial Group Inc | History | No change | 15,862 | 464 | 0.31% | 0.31% | 279 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,379 | 450 | 0.03% | 0.03% | 280 | -455 | -2.87% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | Reduced | 15,101 | 442 | 0.05% | 0.07% | 281 | -4,282 | -22.09% | Q4 2025 | Jan 27, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 14,934 | 437 | 0.09% | 0.08% | 282 | +599 | 4.18% | Q4 2025 | Jan 28, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,400 | 421 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| M. Kulyk & Associates, LLC | History | New | 14,171 | 414 | 0.08% | — | 284 | +14,171 | New | Q4 2025 | Jan 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,904 | 407 | 0.02% | 0.05% | 285 | -14,739 | -51.46% | Q4 2025 | Feb 04, 2026 |
| Park Place Capital Corp | History | New | 13,762 | 402 | 0.08% | — | 286 | +13,762 | New | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 13,719 | 401 | 0.28% | 0.32% | 287 | -335 | -2.38% | Q4 2025 | Feb 11, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 13,682 | 400 | 0.11% | — | 288 | +13,682 | New | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 13,307 | 389 | 0.03% | 0.04% | 289 | -281 | -2.07% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 13,234 | 387 | 0.02% | 0.03% | 290 | -2,772 | -17.32% | Q4 2025 | Jan 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 13,164 | 385 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Summit Financial, LLC | History | Added to | 13,049 | 382 | 0.01% | 0.01% | 292 | +103 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 12,956 | 380 | 0.09% | 0.12% | 293 | -2,357 | -15.39% | Q4 2025 | Feb 24, 2026 |
| Nemes Rush Group LLC | History | Added to | 12,927 | 378 | 0.04% | 0.03% | 294 | +4,154 | 47.35% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | New | 12,895 | 377 | 0.0% | — | 295 | +12,895 | New | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 12,725 | 372 | 0.13% | 0.2% | 296 | -3,830 | -23.14% | Q4 2025 | Feb 09, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,677 | 371 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 12,478 | 365 | 0.0% | — | 298 | +12,478 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,496 | 365 | 0.01% | 0.01% | 299 | -541 | -4.15% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Reduced | 12,381 | 362 | 0.01% | 0.01% | 300 | -1,974 | -13.75% | Q4 2025 | Feb 12, 2026 |
| Trailhead Planners LLC | History | New | 12,290 | 359 | 0.35% | — | 302 | +12,290 | New | Q4 2025 | Feb 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 12,283 | 359 | 0.05% | 0.05% | 301 | -1,341 | -9.84% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,210 | 357 | 0.01% | 0.01% | 303 | -2,005 | -14.1% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 12,099 | 354 | 0.01% | 0.0% | 304 | +4,412 | 57.4% | Q4 2025 | Mar 12, 2026 |
| BDFS Capital LLC | History | New | 11,402 | 333 | 0.17% | — | 305 | +11,402 | New | Q4 2025 | Feb 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 11,109 | 325 | 0.06% | 0.1% | 306 | -9,199 | -45.3% | Q4 2025 | Jan 27, 2026 |
| Mattson Financial Services, LLC | History | Added to | 11,103 | 325 | 0.08% | 0.07% | 307 | +1,348 | 13.82% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 11,010 | 322 | 0.04% | 0.05% | 308 | -614 | -5.28% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 10,610 | 310 | 0.0% | 0.0% | 309 | +86 | 0.82% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 10,343 | 302 | 0.0% | 0.0% | 310 | +1,131 | 12.28% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 10,238 | 299 | 0.15% | 0.15% | 311 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | Added to | 10,173 | 297 | 0.02% | 0.04% | 312 | +173 | 1.73% | Q4 2025 | Jan 21, 2026 |
| Cravens & Co Advisors, LLC | History | New | 10,073 | 294 | 0.19% | — | 313 | +10,073 | New | Q4 2025 | Feb 10, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 9,992 | 292 | 0.02% | — | 314 | +9,992 | New | Q4 2025 | Feb 11, 2026 |
| Lumbard & Kellner, LLC | History | No change | 9,900 | 289 | 0.1% | 0.11% | 315 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,852 | 288 | 0.02% | 0.02% | 316 | -287 | -2.83% | Q4 2025 | Jan 23, 2026 |
| SMI Advisory Services, LLC | History | Added to | 9,401 | 275 | 0.05% | 0.05% | 317 | +201 | 2.18% | Q4 2025 | Jan 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 9,366 | 274 | 0.06% | 0.06% | 318 | +77 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,132 | 267 | 0.0% | 0.01% | 319 | -118 | -1.28% | Q4 2025 | Feb 06, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,926 | 261 | 0.1% | 0.09% | 320 | -1,634 | -15.47% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 8,885 | 260 | 0.12% | 0.14% | 321 | -1,550 | -14.85% | Q4 2025 | Jan 14, 2026 |
| CHOREO, LLC | History | New | 8,720 | 255 | 0.0% | — | 322 | +8,720 | New | Q4 2025 | Jan 23, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,514 | 249 | 0.11% | 0.11% | 323 | +76 | 0.9% | Q4 2025 | Jan 27, 2026 |
| Appalachian Capital Management Ltd | History | New | 8,431 | 246 | 0.2% | — | 324 | +8,431 | New | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,150 | 238 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | New | 8,042 | 235 | 0.0% | — | 326 | +8,042 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,018 | 234 | 0.0% | 0.01% | 327 | +2 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,018 | 234 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,934 | 232 | 0.01% | 0.01% | 330 | -428 | -5.12% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,950 | 232 | 0.0% | 0.0% | 329 | +274 | 3.57% | Q4 2025 | Feb 11, 2026 |
| SMART Wealth LLC | History | Reduced | 7,882 | 230 | 0.07% | 0.09% | 331 | -411 | -4.96% | Q4 2025 | Jan 26, 2026 |
| BetterWealth, LLC | History | No change | 7,796 | 228 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,746 | 226 | 0.01% | 0.01% | 333 | +579 | 8.08% | Q4 2025 | Jan 22, 2026 |
| PFG Advisors | History | Reduced | 7,661 | 224 | 0.01% | 0.03% | 335 | -18,143 | -70.31% | Q4 2025 | Jan 27, 2026 |
| HOWE & RUSLING INC | History | Reduced | 7,684 | 224 | 0.01% | 0.02% | 334 | -1,237 | -13.87% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 7,520 | 220 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Maridea Wealth Management LLC | History | New | 7,510 | 219 | 0.03% | — | 337 | +7,510 | New | Q4 2025 | Jan 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 7,318 | 214 | 0.18% | 0.18% | 338 | +248 | 3.51% | Q4 2025 | Jan 21, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 7,294 | 213 | 0.13% | 0.15% | 339 | -753 | -9.36% | Q4 2025 | Jan 29, 2026 |
| Mach-1 Financial Group, LLC | History | New | 7,162 | 209 | 0.04% | — | 340 | +7,162 | New | Q4 2025 | Feb 06, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 7,044 | 206 | 0.07% | 0.07% | 341 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 7,020 | 205 | 0.03% | — | 342 | +7,020 | New | Q4 2025 | Jan 27, 2026 |
| TrueMark Investments, LLC | History | New | 6,983 | 204 | 0.04% | — | 343 | +6,983 | New | Q4 2025 | Jan 14, 2026 |
| LifeSteps Financial, Inc. | History | No change | 6,927 | 202 | 0.13% | 0.13% | 344 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | No change | 6,524 | 191 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,140 | 179 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 5,000 | 146 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 4,636 | 135 | 0.0% | 0.0% | 348 | +944 | 25.57% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 4,604 | 134 | 0.02% | 0.02% | 349 | +216 | 4.92% | Q4 2025 | Jan 14, 2026 |
| TSFG, LLC | History | Reduced | 4,455 | 130 | 0.02% | 0.02% | 350 | -489 | -9.89% | Q4 2025 | Feb 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,953 | 115 | 0.04% | 0.09% | 351 | -834 | -17.42% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 3,894 | 114 | 0.12% | 0.12% | 352 | +47 | 1.22% | Q4 2025 | Feb 13, 2026 |
| Collier Financial | History | Reduced | 3,371 | 98 | 0.07% | 0.1% | 353 | -1,020 | -23.23% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,205 | 93 | 0.01% | — | 354 | +3,205 | New | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 3,100 | 90 | 0.0% | — | 355 | +3,100 | New | Q4 2025 | Feb 09, 2026 |
| RMG Wealth Management LLC | History | New | 959 | 77 | 0.01% | — | 356 | +959 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,509 | 73 | 0.0% | 0.0% | 357 | -811 | -24.43% | Q4 2025 | Feb 02, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 2,162 | 63 | 0.01% | 0.01% | 358 | +626 | 40.76% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,023 | 59 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 1,884 | 55 | 0.0% | 0.0% | 361 | -54 | -2.79% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,885 | 55 | 0.0% | 0.0% | 360 | +2 | 0.11% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,806 | 52 | 0.0% | 0.0% | 362 | +620 | 52.28% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,767 | 51 | 0.01% | 0.01% | 363 | +58 | 3.39% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | No change | 1,733 | 50 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BOKF, NA | History | Reduced | 1,415 | 41 | 0.0% | 0.0% | 365 | -614 | -30.26% | Q4 2025 | Feb 03, 2026 |
| SouthState Bank Corp | History | New | 1,387 | 40 | 0.0% | — | 366 | +1,387 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,363 | 39 | 0.02% | — | 367 | +1,363 | New | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,261 | 36 | 0.0% | — | 369 | +1,261 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | New | 1,241 | 36 | 0.0% | — | 368 | +1,241 | New | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 1,165 | 34 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,160 | 33 | 0.01% | 0.01% | 371 | +15 | 1.31% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,115 | 32 | 0.0% | 0.0% | 372 | -123 | -9.94% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 913 | 26 | 0.0% | — | 373 | +913 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | New | 900 | 26 | 0.0% | — | 374 | +900 | New | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 870 | 25 | 0.02% | — | 375 | +870 | New | Q4 2025 | Mar 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 837 | 24 | 0.0% | 0.0% | 377 | +426 | 103.65% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 833 | 24 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 736 | 21 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | No change | 735 | 21 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SHP Wealth Management | History | New | 701 | 20 | 0.0% | — | 381 | +701 | New | Q4 2025 | Mar 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 710 | 20 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 687 | 20 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 615 | 18 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 573 | 16 | 0.0% | 0.0% | 384 | -109 | -15.98% | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 550 | 16 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 510 | 14 | 0.0% | 0.0% | 386 | +181 | 55.02% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | No change | 446 | 13 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 400 | 11 | 0.0% | — | 388 | +400 | New | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 398 | 11 | 0.01% | — | 389 | +398 | New | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 345 | 10 | 0.0% | — | 390 | +345 | New | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 361 | 10 | 0.0% | 0.0% | 391 | +14 | 4.03% | Q4 2025 | Feb 12, 2026 |
| Navalign, LLC | History | New | 340 | 9 | 0.0% | — | 394 | +340 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 318 | 9 | 0.0% | 0.0% | 396 | +8 | 2.58% | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 316 | 9 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 315 | 9 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Orion Capital Management LLC | History | No change | 251 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 238 | 6 | 0.0% | — | 400 | +238 | New | Q4 2025 | Jan 27, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 210 | 6 | 0.0% | — | 398 | +210 | New | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | No change | 199 | 6 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 204 | 5 | 0.0% | 0.0% | 402 | -271 | -57.05% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | New | 191 | 5 | 0.0% | — | 404 | +191 | New | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | New | 188 | 5 | 0.0% | — | 403 | +188 | New | Q4 2025 | Jan 20, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 200 | 5 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 156 | 4 | 0.0% | 0.01% | 405 | -702 | -81.82% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 116 | 3 | 0.0% | 0.0% | 407 | +20 | 20.83% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 108 | 3 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Rossby Financial, LCC | History | No change | 115 | 3 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 56 | 1 | 0.0% | — | 411 | +56 | New | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | New | 40 | 1 | 0.0% | — | 410 | +40 | New | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -961,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.47% | — | -581,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -486,182 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -369,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Trust Bank, Ltd. | History | Closed out | 0 | 0 | — | 16.38% | — | -244,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -240,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.21% | — | -165,646 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,557 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -30,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -24,677 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -20,527 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearwater Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -15,682 | -100.0% | Q3 2025 | Nov 21, 2025 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -9,962 | -100.0% | Q3 2025 | Nov 24, 2025 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -8,103 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,096 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,165 | -100.0% | Q3 2025 | Dec 01, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,062 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -6,937 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,970 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.04% | — | -4,925 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,780 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -848 | -100.0% | Q3 2025 | Oct 20, 2025 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Virtus Fixed Income Advisers, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -35 | -72.92% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |