SPDR SERIES TRUST - SPYD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | History | No change | 10,592,146 | 458,110 | 13.28% | 13.4% | 1 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 4,524,639 | 195,690 | 0.05% | 0.06% | 2 | +43,656 | 0.97% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,309,033 | 186,400 | 0.04% | 0.04% | 3 | +268,358 | 6.64% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,403,453 | 147,199 | 1.19% | 1.53% | 4 | -851,290 | -20.01% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,326,217 | 143,858 | 0.01% | 0.01% | 5 | +147,676 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 2,740,000 | 118,847 | 2.5% | 2.31% | 6 | +690,000 | 33.66% | Q4 2025 | Mar 09, 2026 |
| MORGAN STANLEY | History | Added to | 1,546,240 | 66,874 | 0.0% | 0.0% | 7 | +63,369 | 4.27% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,528,759 | 66,118 | 1.7% | 1.75% | 8 | -23,371 | -1.51% | Q4 2025 | Feb 03, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 900,437 | 38,943 | 0.27% | 0.28% | 9 | +11,038 | 1.24% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 714,213 | 30,889 | 0.01% | 0.01% | 10 | -187,094 | -20.76% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 712,527 | 30,816 | 0.0% | 0.0% | 11 | +46,910 | 7.05% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 603,766 | 26,112 | 0.01% | 0.01% | 12 | +28,094 | 4.88% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 541,401 | 23,415 | 0.03% | 0.03% | 13 | +36,558 | 7.24% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 528,292 | 22,848 | 0.0% | — | 14 | +528,292 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 526,276 | 22,761 | 0.0% | 0.0% | 15 | -11,687 | -2.17% | Q4 2025 | Feb 10, 2026 |
| Curran Financial Partners, LLC | History | Added to | 519,643 | 22,474 | 4.27% | 4.22% | 16 | +34,541 | 7.12% | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 475,875 | 20,581 | 0.0% | 0.0% | 17 | -40,540 | -7.85% | Q4 2025 | Mar 25, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 436,632 | 18,884 | 0.01% | 0.01% | 18 | +8,622 | 2.01% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 379,329 | 16,405 | 3.65% | 3.92% | 19 | -8,273 | -2.13% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | Added to | 360,566 | 15,594 | 0.28% | 0.3% | 20 | +21,584 | 6.37% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 345,649 | 14,950 | 0.02% | 0.02% | 21 | -12,822 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 313,358 | 13,552 | 0.01% | 0.01% | 22 | +42,454 | 15.67% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 303,178 | 13,112 | 0.01% | 0.02% | 23 | -2,371 | -0.78% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 298,193 | 12,896 | 2.48% | 2.37% | 24 | +25,511 | 9.36% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 286,681 | 12,398 | 0.13% | — | 25 | +286,681 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 285,747 | 12,358 | 0.03% | 0.03% | 26 | -2,879 | -1.0% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 256,732 | 11,103 | 0.01% | 0.01% | 27 | +28,867 | 12.67% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 249,380 | 10,785 | 0.0% | 0.01% | 28 | -453,701 | -64.53% | Q4 2025 | Feb 10, 2026 |
| SWS Partners | History | Added to | 246,215 | 10,648 | 2.57% | 2.62% | 29 | +2,550 | 1.05% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 242,675 | 10,495 | 0.0% | 0.0% | 30 | +29,771 | 13.98% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 236,677 | 10,236 | 0.14% | 0.19% | 31 | +10,199 | 4.5% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 234,708 | 10,151 | 0.02% | 0.02% | 32 | +56,669 | 31.83% | Q4 2025 | Feb 11, 2026 |
| Cercano Management LLC | History | No change | 217,913 | 9,424 | 0.36% | 0.37% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 215,063 | 9,301 | 0.4% | 0.4% | 34 | +5,346 | 2.55% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 206,622 | 8,936 | 0.01% | 0.01% | 35 | +5,269 | 2.62% | Q4 2025 | Feb 02, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 195,322 | 8,447 | 1.12% | 1.1% | 36 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Elite Financial, Inc. | History | Reduced | 193,914 | 8,386 | 3.81% | 3.91% | 37 | -5,939 | -2.97% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 192,060 | 8,306 | 2.41% | 2.47% | 38 | -1,204 | -0.62% | Q4 2025 | Jan 07, 2026 |
| COWA, LLC | History | Reduced | 189,525 | 8,196 | 2.49% | 2.82% | 39 | -3,431 | -1.78% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 177,414 | 7,673 | 1.85% | 0.67% | 40 | +119,787 | 207.87% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 175,460 | 7,588 | 0.01% | 0.0% | 41 | +51,361 | 41.39% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 174,954 | 7,567 | 0.02% | 0.02% | 42 | -11,158 | -6.0% | Q4 2025 | Jan 26, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 166,413 | 7,197 | 2.9% | 2.78% | 43 | +20,873 | 14.34% | Q4 2025 | Jan 16, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 148,964 | 6,442 | 0.46% | 0.55% | 44 | -20,116 | -11.9% | Q4 2025 | Feb 10, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 147,601 | 6,383 | 0.2% | 0.21% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 138,805 | 6,003 | 0.16% | 0.17% | 46 | -1,805 | -1.28% | Q4 2025 | Jan 23, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 138,334 | 5,982 | 0.56% | 0.58% | 47 | -1,638 | -1.17% | Q4 2025 | Feb 11, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 136,640 | 5,910 | 0.21% | 0.22% | 48 | +4,640 | 3.52% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 132,824 | 5,745 | 0.02% | 0.02% | 49 | -24,056 | -15.33% | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 130,939 | 5,663 | 0.83% | 0.87% | 50 | -1,358 | -1.03% | Q4 2025 | Feb 10, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 127,853 | 5,529 | 0.51% | 0.51% | 51 | +3,800 | 3.06% | Q4 2025 | Jan 12, 2026 |
| Curi Capital, LLC | History | Reduced | 124,700 | 5,393 | 0.09% | 0.1% | 52 | -3,050 | -2.39% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 120,268 | 5,201 | 0.0% | 0.0% | 53 | +3,064 | 2.61% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Added to | 116,294 | 5,029 | 0.4% | 0.39% | 54 | +8,062 | 7.45% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Added to | 115,384 | 4,990 | 0.03% | 0.03% | 55 | +10,636 | 10.15% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Reduced | 115,175 | 4,981 | 0.18% | 0.26% | 56 | -4,931 | -4.11% | Q4 2025 | Jan 21, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 115,056 | 4,976 | 0.03% | 0.02% | 57 | +8,877 | 8.36% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 113,211 | 4,896 | 0.02% | 0.02% | 58 | +11,342 | 11.13% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 110,619 | 4,784 | 0.04% | 0.03% | 59 | +32,339 | 41.31% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 108,534 | 4,694 | 0.15% | 0.16% | 60 | -52 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 105,579 | 4,566 | 0.02% | — | 61 | +105,579 | New | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 99,813 | 4,316 | 0.0% | 0.0% | 62 | +16,159 | 19.32% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 96,422 | 4,170 | 0.27% | 0.29% | 63 | -1,995 | -2.03% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 95,951 | 4,149 | 0.01% | 0.01% | 64 | -30 | -0.03% | Q4 2025 | Mar 09, 2026 |
| Independent Wealth Network Inc. | History | Added to | 95,584 | 4,134 | 1.26% | 1.25% | 65 | +7,097 | 8.02% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 94,176 | 4,073 | 0.0% | 0.0% | 66 | +7,869 | 9.12% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 93,544 | 4,045 | 0.0% | 0.0% | 67 | +88,939 | 1931.36% | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 91,146 | 3,942 | 0.25% | — | 68 | +91,146 | New | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 88,971 | 3,848 | 0.02% | 0.02% | 69 | -1,684 | -1.86% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 88,488 | 3,827 | 0.0% | 0.0% | 70 | +12,932 | 17.12% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 87,835 | 3,798 | 0.0% | 0.0% | 71 | +11,205 | 14.62% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 86,638 | 3,747 | 0.02% | 0.02% | 72 | +598 | 0.7% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 85,229 | 3,686 | 0.08% | 0.09% | 73 | -34,575 | -28.86% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 81,241 | 3,513 | 0.01% | 0.01% | 74 | +2,157 | 2.73% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 79,697 | 3,446 | 0.0% | 0.0% | 75 | -10,532 | -11.67% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 78,678 | 3,402 | 0.08% | 0.09% | 76 | +984 | 1.27% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 78,630 | 3,400 | 0.08% | 0.08% | 77 | +4,119 | 5.53% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 77,900 | 3,369 | 0.0% | 0.0% | 78 | -1,153 | -1.46% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 77,063 | 3,332 | 0.05% | 0.01% | 79 | +69,398 | 905.39% | Q4 2025 | Mar 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 76,385 | 3,303 | 0.32% | 0.33% | 80 | +564 | 0.74% | Q4 2025 | Jan 29, 2026 |
| Advisor OS, LLC | History | Reduced | 74,438 | 3,219 | 0.26% | 0.29% | 81 | -1,096 | -1.45% | Q4 2025 | Feb 04, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 73,833 | 3,193 | 0.88% | 0.83% | 82 | +7,797 | 11.81% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,787 | 3,148 | 0.01% | 0.01% | 83 | -15,208 | -17.28% | Q4 2025 | Mar 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 72,488 | 3,135 | 0.35% | 0.43% | 84 | -223 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 70,303 | 3,091 | 0.01% | 0.01% | 85 | +56 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 68,319 | 2,954 | 0.01% | 0.01% | 86 | +982 | 1.46% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 67,207 | 2,906 | 0.01% | 0.01% | 87 | -5,761 | -7.9% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 62,201 | 2,814 | 0.39% | — | 88 | +62,201 | New | Q4 2025 | Feb 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 64,286 | 2,780 | 0.12% | 0.12% | 89 | -1,245 | -1.9% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 62,306 | 2,695 | 0.01% | 0.01% | 90 | -1,408 | -2.21% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 61,942 | 2,679 | 0.04% | 0.05% | 91 | -1,655 | -2.6% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 61,546 | 2,661 | 0.05% | 0.06% | 92 | -1,513 | -2.4% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 61,196 | 2,646 | 0.01% | — | 93 | +61,196 | New | Q4 2025 | Feb 18, 2026 |
| Phoenix Wealth Advisors | History | Added to | 61,016 | 2,638 | 1.01% | 0.73% | 94 | +18,020 | 41.91% | Q4 2025 | Jan 22, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 59,759 | 2,584 | 1.06% | — | 95 | +59,759 | New | Q4 2025 | Jan 22, 2026 |
| First PREMIER Bank | History | Reduced | 58,961 | 2,549 | 0.58% | 0.85% | 96 | -26,256 | -30.81% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 58,443 | 2,527 | 0.02% | 0.01% | 97 | +220 | 0.38% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,523 | 2,445 | 0.0% | 0.0% | 98 | -1,842 | -3.21% | Q4 2025 | Jan 08, 2026 |
| GTS SECURITIES LLC | History | Reduced | 54,590 | 2,360 | 0.08% | 0.16% | 99 | -41,647 | -43.28% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 53,711 | 2,323 | 0.01% | — | 100 | +53,711 | New | Q4 2025 | Feb 13, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 52,134 | 2,254 | 1.64% | 1.94% | 101 | -4,590 | -8.09% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 52,080 | 2,252 | 0.1% | 0.1% | 102 | +6,375 | 13.95% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 51,550 | 2,229 | 0.14% | — | 103 | +51,549 | 5154900.0% | Q4 2025 | Jan 21, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 51,125 | 2,211 | 0.53% | 0.51% | 104 | +3,197 | 6.67% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,305 | 2,175 | 0.01% | 0.01% | 105 | +1,029 | 2.09% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 50,147 | 2,168 | 0.03% | 0.03% | 106 | +2,974 | 6.3% | Q4 2025 | Jan 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,056 | 2,164 | 0.1% | 0.11% | 107 | +4,054 | 8.81% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 49,629 | 2,146 | 0.13% | 0.14% | 108 | +1,200 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Added to | 49,517 | 2,141 | 1.06% | 1.18% | 109 | +186 | 0.38% | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 49,111 | 2,124 | 0.06% | 0.07% | 110 | +961 | 2.0% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | New | 49,033 | 2,120 | 0.0% | — | 111 | +49,033 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 49,015 | 2,119 | 0.0% | 0.0% | 112 | +808 | 1.68% | Q4 2025 | Jan 23, 2026 |
| Texas Yale Capital Corp. | History | Added to | 48,506 | 2,097 | 0.06% | 0.07% | 113 | +557 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 48,147 | 2,082 | 0.0% | 0.0% | 114 | -19 | -0.04% | Q4 2025 | Feb 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 48,116 | 2,081 | 1.62% | 1.58% | 115 | +417 | 0.87% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,588 | 2,058 | 0.0% | 0.0% | 116 | +7,379 | 18.35% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 47,128 | 2,038 | 0.01% | 0.01% | 117 | +5,532 | 13.3% | Q4 2025 | Feb 13, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | Added to | 45,600 | 1,972 | 0.16% | 0.1% | 118 | +23,300 | 104.48% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 45,393 | 1,963 | 0.0% | 0.0% | 119 | -20,562 | -31.18% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 43,000 | 1,859 | 0.01% | 0.01% | 120 | -5,500 | -11.34% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Reduced | 42,611 | 1,842 | 0.08% | 0.09% | 121 | -1,583 | -3.58% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 41,892 | 1,811 | 0.42% | 0.47% | 122 | -2,033 | -4.63% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,005 | 1,773 | 0.02% | 0.02% | 123 | +7,788 | 23.45% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,733 | 1,761 | 0.01% | 0.01% | 124 | -1,644 | -3.88% | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 40,384 | 1,746 | 0.48% | 0.51% | 125 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 39,896 | 1,725 | 0.01% | 0.02% | 126 | -8,815 | -18.1% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 39,502 | 1,708 | 0.06% | 0.07% | 127 | -658 | -1.64% | Q4 2025 | Feb 06, 2026 |
| Towercrest Capital Management | History | Reduced | 37,242 | 1,610 | 0.25% | 0.26% | 128 | -151 | -0.4% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 37,085 | 1,603 | 0.01% | 0.01% | 129 | +2,900 | 8.48% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 36,761 | 1,589 | 0.04% | 0.01% | 130 | +28,583 | 349.51% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 36,675 | 1,586 | 0.1% | 0.11% | 131 | -2,030 | -5.24% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,525 | 1,579 | 0.01% | 0.01% | 132 | +239 | 0.66% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,621 | 1,540 | 0.01% | 0.01% | 133 | +2,995 | 9.18% | Q4 2025 | Feb 12, 2026 |
| Thrive Capital Management, LLC | History | Added to | 35,335 | 1,528 | 0.34% | 0.38% | 134 | +1,971 | 5.91% | Q4 2025 | Feb 09, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 34,679 | 1,499 | 1.07% | 1.16% | 135 | -216 | -0.62% | Q4 2025 | Jan 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 34,155 | 1,477 | 0.21% | 0.23% | 136 | -890 | -2.54% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 33,968 | 1,469 | 0.03% | 0.03% | 137 | -827 | -2.38% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,401 | 1,444 | 0.03% | 0.03% | 138 | +5,290 | 18.82% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,173 | 1,434 | 0.05% | 0.05% | 139 | +2,472 | 8.05% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 32,999 | 1,427 | 0.02% | 0.03% | 140 | -1,761 | -5.07% | Q4 2025 | Jan 29, 2026 |
| Alliance Wealth Management Group | History | Reduced | 32,670 | 1,412 | 0.31% | 0.32% | 141 | -127 | -0.39% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,423 | 1,402 | 0.0% | 0.0% | 142 | +7,255 | 28.83% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 32,188 | 1,392 | 0.01% | 0.01% | 143 | +7,830 | 32.15% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 30,913 | 1,381 | 0.16% | — | 144 | +30,913 | New | Q4 2025 | Mar 24, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 31,870 | 1,378 | 0.69% | 0.68% | 146 | +3,677 | 13.04% | Q4 2025 | Jan 26, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 31,868 | 1,378 | 0.15% | 0.16% | 145 | -147 | -0.46% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,704 | 1,371 | 0.02% | 0.02% | 147 | +4,153 | 15.07% | Q4 2025 | Feb 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 30,544 | 1,321 | 0.43% | 0.43% | 148 | +1,286 | 4.4% | Q4 2025 | Jan 27, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 30,486 | 1,318 | 0.55% | 0.46% | 149 | +5,532 | 22.17% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 29,585 | 1,279 | 0.15% | 0.16% | 150 | -2,115 | -6.67% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 29,519 | 1,276 | 0.04% | 0.05% | 151 | -327 | -1.1% | Q4 2025 | Feb 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 29,435 | 1,273 | 0.08% | 0.09% | 152 | +209 | 0.72% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,010 | 1,254 | 0.0% | 0.0% | 153 | +318 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,703 | 1,241 | 0.02% | 0.01% | 154 | +12,761 | 80.05% | Q4 2025 | Jan 22, 2026 |
| V2 Financial group LLC | History | Added to | 28,613 | 1,237 | 0.61% | 0.18% | 155 | +21,163 | 284.07% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 28,291 | 1,223 | 0.19% | 0.19% | 156 | +700 | 2.54% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 27,418 | 1,185 | 0.03% | 0.06% | 157 | -25,712 | -48.39% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 26,982 | 1,167 | 0.7% | 0.78% | 158 | -1,585 | -5.55% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 26,649 | 1,152 | 0.01% | 0.02% | 159 | -225 | -0.84% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,397 | 1,141 | 0.01% | 0.01% | 160 | +4,738 | 21.88% | Q4 2025 | Jan 20, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 26,334 | 1,138 | 0.76% | 0.77% | 161 | -84 | -0.32% | Q4 2025 | Jan 22, 2026 |
| MBL Wealth, LLC | History | No change | 26,000 | 1,124 | 0.09% | 0.1% | 162 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Collier Financial | History | Added to | 25,802 | 1,115 | 0.84% | 0.75% | 163 | +3,200 | 14.16% | Q4 2025 | Feb 12, 2026 |
| TMB Capital Partners, LLC | History | New | 25,230 | 1,091 | 0.37% | — | 164 | +25,230 | New | Q4 2025 | Feb 19, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 25,097 | 1,085 | 0.02% | 0.03% | 165 | +35 | 0.14% | Q4 2025 | Feb 04, 2026 |
| Stanich Group LLC | History | Reduced | 25,063 | 1,083 | 0.82% | 0.69% | 166 | -405 | -1.59% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,886 | 1,076 | 0.01% | 0.01% | 167 | +8,735 | 54.08% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 24,424 | 1,056 | 0.15% | 0.05% | 168 | +16,504 | 208.38% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,451 | 1,014 | 0.05% | 0.06% | 169 | +1,749 | 8.06% | Q4 2025 | Jan 28, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,304 | 1,007 | 0.04% | 0.03% | 170 | -234 | -0.99% | Q4 2025 | Jan 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 23,196 | 1,003 | 0.05% | 0.1% | 171 | -18,573 | -44.47% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | Added to | 22,063 | 954 | 0.01% | 0.0% | 172 | +7,439 | 50.87% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 21,950 | 949 | 0.06% | — | 173 | +21,950 | New | Q4 2025 | Jan 08, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 21,025 | 932 | 0.14% | 0.18% | 174 | -4,734 | -18.38% | Q4 2025 | Jan 26, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 21,541 | 932 | 0.27% | 0.27% | 175 | -577 | -2.61% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 21,441 | 927 | 0.85% | 0.06% | 176 | +12,360 | 136.11% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,871 | 902 | 0.04% | 0.07% | 177 | +3,111 | 17.52% | Q4 2025 | Feb 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 20,590 | 890 | 0.22% | 0.23% | 178 | +83 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Code Waechter LLC | History | No change | 20,513 | 887 | 0.57% | 0.58% | 179 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SteelPeak Wealth, LLC | History | New | 20,487 | 886 | 0.03% | — | 180 | +20,487 | New | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,351 | 880 | 0.0% | 0.0% | 181 | +12,456 | 157.77% | Q4 2025 | Feb 13, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 19,885 | 860 | 0.47% | 0.42% | 182 | -1,440 | -6.75% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,630 | 848 | 0.0% | 0.0% | 183 | +911 | 4.87% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 19,464 | 847 | 0.06% | 0.07% | 184 | -1,387 | -6.65% | Q4 2025 | Jan 15, 2026 |
| RDA Financial Network | History | Added to | 19,270 | 833 | 0.2% | 0.21% | 185 | +157 | 0.82% | Q4 2025 | Jan 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 19,154 | 828 | 0.01% | 0.01% | 186 | +12,714 | 197.42% | Q4 2025 | Feb 19, 2026 |
| Trilogy Capital Inc. | History | Added to | 18,960 | 820 | 0.04% | 0.04% | 187 | +1,529 | 8.77% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 18,945 | 819 | 0.06% | 0.06% | 188 | -3,640 | -16.12% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,774 | 812 | 0.03% | — | 189 | +18,774 | New | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 18,766 | 811 | 0.18% | 0.2% | 190 | -1,645 | -8.06% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 18,619 | 805 | 0.07% | 0.08% | 191 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stokes Family Office, LLC | History | New | 18,000 | 778 | 0.07% | — | 192 | +18,000 | New | Q4 2025 | Feb 18, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 17,899 | 774 | 0.93% | 0.99% | 193 | -909 | -4.83% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 17,891 | 773 | 0.04% | 0.03% | 194 | -222 | -1.23% | Q4 2025 | Jan 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 17,677 | 764 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 16,776 | 756 | 0.24% | 0.24% | 196 | -419 | -2.44% | Q4 2025 | Jan 16, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 17,472 | 755 | 0.14% | 0.17% | 197 | -2,525 | -12.63% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 17,309 | 754 | 0.0% | 0.0% | 198 | +7,515 | 76.73% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,334 | 750 | 0.01% | 0.01% | 199 | -1,158 | -6.26% | Q4 2025 | Jan 05, 2026 |
| WRAPMANAGER INC | History | New | 17,340 | 749 | 0.25% | — | 200 | +17,340 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 17,256 | 746 | 0.14% | 0.17% | 201 | -2,775 | -13.85% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,123 | 740 | 0.32% | 0.36% | 202 | +429 | 2.57% | Q4 2025 | Jan 23, 2026 |
| Financial Insights, Inc. | History | Added to | 17,090 | 739 | 0.25% | 0.25% | 203 | +200 | 1.18% | Q4 2025 | Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,042 | 737 | 0.01% | 0.01% | 204 | -129 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,582 | 717 | 0.01% | 0.06% | 205 | -125,563 | -88.33% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 16,082 | 695 | 0.1% | 0.11% | 206 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,039 | 693 | 0.01% | 0.01% | 207 | +4,409 | 37.91% | Q4 2025 | Feb 17, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 16,000 | 692 | 0.55% | 0.67% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 15,479 | 669 | 0.05% | 0.04% | 209 | +4,321 | 38.73% | Q4 2025 | Jan 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,300 | 661 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 15,000 | 648 | 0.0% | 0.0% | 211 | -24,700 | -62.22% | Q4 2025 | Feb 05, 2026 |
| Balefire, LLC | History | Reduced | 14,763 | 638 | 0.12% | 0.13% | 212 | -45 | -0.3% | Q4 2025 | Jan 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 13,260 | 633 | 0.14% | 0.42% | 213 | -23,368 | -63.8% | Q4 2025 | Feb 24, 2026 |
| Beacon Bank & Trust | History | Reduced | 14,428 | 624 | 0.13% | 0.14% | 214 | -20 | -0.14% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | No change | 14,232 | 615 | 0.11% | 0.12% | 215 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 14,099 | 609 | 0.01% | 0.01% | 216 | +1,172 | 9.07% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 14,000 | 605 | 0.05% | — | 217 | +14,000 | New | Q4 2025 | Feb 25, 2026 |
| Parker Investment Management, LLC | History | Reduced | 13,888 | 600 | 0.08% | 0.08% | 218 | -1,248 | -8.25% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,562 | 586 | 0.01% | 0.01% | 219 | +29 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,949 | 582 | 0.01% | 0.01% | 220 | +2,039 | 18.69% | Q4 2025 | Jan 28, 2026 |
| Ignite Planners, LLC | History | Reduced | 12,678 | 574 | 0.09% | 0.11% | 221 | -2,813 | -18.16% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,249 | 573 | 0.02% | 0.01% | 222 | +6,889 | 108.32% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Reduced | 13,238 | 572 | 0.0% | 0.01% | 223 | -8,012 | -37.7% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Added to | 13,011 | 567 | 0.09% | 0.04% | 224 | +9,909 | 319.44% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | New | 12,946 | 559 | 0.04% | — | 225 | +12,946 | New | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,805 | 554 | 0.03% | 0.07% | 226 | -11,501 | -47.32% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 12,776 | 552 | 0.0% | — | 227 | +12,776 | New | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,326 | 550 | 0.01% | 0.01% | 228 | +248 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 12,713 | 549 | 0.1% | 0.11% | 229 | -107 | -0.83% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 12,553 | 542 | 0.02% | 0.02% | 231 | -1,765 | -12.33% | Q4 2025 | Jan 14, 2026 |
| Balentine LLC | History | Reduced | 12,547 | 542 | 0.02% | 0.02% | 230 | -1,561 | -11.06% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 12,417 | 537 | 0.02% | 0.04% | 232 | -10,878 | -46.7% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 11,354 | 533 | 0.24% | 0.26% | 233 | -229 | -1.98% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 12,287 | 531 | 0.28% | — | 234 | +12,287 | New | Q4 2025 | Feb 18, 2026 |
| Crews Bank & Trust | History | Added to | 12,155 | 525 | 0.08% | 0.05% | 235 | +5,065 | 71.44% | Q4 2025 | Jan 21, 2026 |
| NDWM LLC | History | Added to | 12,084 | 522 | 0.35% | 0.36% | 236 | +38 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 11,820 | 511 | 0.03% | 0.03% | 237 | +1,628 | 15.97% | Q4 2025 | Jan 22, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 11,759 | 508 | 0.05% | 0.06% | 238 | -528 | -4.3% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,674 | 504 | 0.04% | 0.04% | 239 | +16 | 0.14% | Q4 2025 | Jan 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,564 | 500 | 0.02% | 0.03% | 240 | +1,297 | 12.63% | Q4 2025 | Feb 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 11,546 | 499 | 0.15% | 0.17% | 241 | -975 | -7.79% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,461 | 495 | 0.01% | 0.01% | 242 | +407 | 3.68% | Q4 2025 | Jan 29, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 11,442 | 494 | 0.07% | 0.15% | 244 | -11,515 | -50.16% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,426 | 494 | 0.01% | 0.03% | 243 | -299 | -2.55% | Q4 2025 | Feb 10, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 11,361 | 491 | 0.1% | 0.11% | 245 | -982 | -7.96% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,370 | 491 | 0.0% | 0.0% | 246 | +705 | 6.61% | Q4 2025 | Feb 06, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 11,322 | 489 | 0.09% | 0.09% | 247 | +437 | 4.01% | Q4 2025 | Jan 21, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 11,276 | 487 | 0.14% | 0.16% | 248 | -518 | -4.39% | Q4 2025 | Feb 02, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,194 | 484 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 11,070 | 478 | 0.04% | 0.04% | 250 | +1,241 | 12.63% | Q4 2025 | Feb 02, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 10,972 | 474 | 0.08% | 0.09% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisor Resource Council | History | Added to | 10,901 | 471 | 0.17% | 0.59% | 252 | +979 | 9.87% | Q4 2025 | Feb 10, 2026 |
| Cache Advisors, LLC | History | New | 10,673 | 461 | 0.06% | — | 253 | +10,673 | New | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,585 | 457 | 0.01% | 0.01% | 254 | +267 | 2.59% | Q4 2025 | Feb 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 10,555 | 456 | 0.02% | 0.02% | 255 | +370 | 3.63% | Q4 2025 | Jan 28, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 10,547 | 456 | 0.25% | 0.24% | 256 | +46 | 0.44% | Q4 2025 | Jan 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 10,500 | 454 | 0.13% | 0.14% | 257 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,404 | 449 | 0.04% | 0.04% | 258 | +74 | 0.72% | Q4 2025 | Jan 26, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 10,376 | 448 | 0.25% | 0.3% | 259 | -1,534 | -12.88% | Q4 2025 | Jan 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,299 | 445 | 0.08% | 0.09% | 260 | -55 | -0.53% | Q4 2025 | Jan 07, 2026 |
| SimpliFi, Inc. | History | Added to | 10,063 | 435 | 0.18% | 0.19% | 261 | +126 | 1.27% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 10,045 | 434 | 0.01% | 0.01% | 262 | +197 | 2.0% | Q4 2025 | Jan 30, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 9,867 | 426 | 0.1% | 0.1% | 263 | -38 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 9,781 | 423 | 0.0% | — | 264 | +9,781 | New | Q4 2025 | Feb 03, 2026 |
| Meeder Advisory Services, Inc. | History | New | 9,761 | 422 | 0.02% | — | 265 | +9,761 | New | Q4 2025 | Feb 11, 2026 |
| Johnson Wealth Management, LLC | History | New | 9,720 | 420 | 0.21% | — | 267 | +9,720 | New | Q4 2025 | Feb 11, 2026 |
| COFG Advisors, LLC | History | New | 9,717 | 420 | 0.1% | — | 266 | +9,717 | New | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 9,620 | 416 | 0.05% | 0.07% | 268 | -1,610 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | New | 9,587 | 414 | 0.17% | — | 269 | +9,587 | New | Q4 2025 | Jan 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 9,451 | 408 | 0.02% | — | 270 | +9,451 | New | Q4 2025 | Jan 20, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 9,385 | 405 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 9,315 | 402 | 0.02% | 0.05% | 272 | -11,350 | -54.92% | Q4 2025 | Feb 06, 2026 |
| Erickson Financial Group, LLC | History | Added to | 9,134 | 395 | 0.24% | 0.25% | 273 | +174 | 1.94% | Q4 2025 | Jan 21, 2026 |
| JT Stratford LLC | History | Added to | 9,098 | 393 | 0.05% | 0.04% | 274 | +1,623 | 21.71% | Q4 2025 | Feb 12, 2026 |
| Signature Wealth Management Group | History | No change | 9,083 | 392 | 0.16% | 0.15% | 275 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Intrua Financial, LLC | History | Added to | 8,995 | 389 | 0.04% | 0.04% | 276 | +417 | 4.86% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 8,936 | 386 | 0.01% | 0.01% | 277 | +34 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,859 | 383 | 0.03% | 0.02% | 278 | +3,248 | 57.89% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 8,770 | 379 | 0.01% | 0.01% | 280 | +1,226 | 16.25% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 8,777 | 379 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Brookstone Capital Management | History | Added to | 8,644 | 373 | 0.0% | 0.0% | 281 | +2,525 | 41.26% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,587 | 371 | 0.02% | 0.02% | 282 | +1,039 | 13.77% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,497 | 367 | 0.02% | 0.02% | 283 | +105 | 1.25% | Q4 2025 | Feb 03, 2026 |
| Diversified Enterprises, LLC | History | Added to | 8,455 | 365 | 0.02% | 0.02% | 284 | +13 | 0.15% | Q4 2025 | Jan 28, 2026 |
| KWB Wealth | History | New | 8,371 | 362 | 0.03% | — | 285 | +8,371 | New | Q4 2025 | Jan 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,335 | 360 | 0.04% | 0.04% | 286 | -465 | -5.28% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 8,292 | 358 | 0.01% | — | 287 | +8,292 | New | Q4 2025 | Feb 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 8,197 | 354 | 0.09% | 0.1% | 288 | -30 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 8,130 | 351 | 0.15% | 0.27% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | New | 8,000 | 346 | 0.02% | — | 290 | +8,000 | New | Q4 2025 | Jan 30, 2026 |
| IFC Advisors LLC | History | Reduced | 7,996 | 345 | 0.05% | 0.08% | 291 | -2,000 | -20.01% | Q4 2025 | Feb 12, 2026 |
| Security National Bank | History | Reduced | 7,950 | 343 | 0.05% | 0.07% | 292 | -1,809 | -18.54% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 7,911 | 342 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,895 | 341 | 0.01% | 0.01% | 294 | -25 | -0.32% | Q4 2025 | Feb 02, 2026 |
| Register Financial Advisors LLC | History | Added to | 7,905 | 341 | 0.13% | 0.14% | 295 | +10 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Advisors Capital Management, LLC | History | New | 7,809 | 337 | 0.0% | — | 296 | +7,809 | New | Q4 2025 | Jan 29, 2026 |
| Tempo Wealth, LLC | History | New | 7,654 | 331 | 0.06% | — | 297 | +7,654 | New | Q4 2025 | Feb 25, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 7,561 | 329 | 0.03% | 0.04% | 298 | -736 | -8.87% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | New | 7,583 | 327 | 0.03% | — | 299 | +7,583 | New | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | New | 7,519 | 325 | 0.0% | — | 300 | +7,519 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,447 | 322 | 0.02% | 0.03% | 301 | -89 | -1.18% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,243 | 313 | 0.01% | 0.0% | 302 | +4,100 | 130.45% | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 7,230 | 312 | 0.12% | 0.13% | 305 | -55 | -0.75% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,222 | 312 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | No change | 7,222 | 312 | 0.03% | 0.02% | 304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 311 | 0.23% | 0.13% | 306 | -3,800 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 7,040 | 304 | 0.03% | 0.04% | 307 | -798 | -10.18% | Q4 2025 | Feb 11, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 6,747 | 291 | 0.08% | 0.08% | 308 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,667 | 288 | 0.01% | 0.01% | 309 | +1,319 | 24.66% | Q4 2025 | Feb 05, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 6,441 | 283 | 0.01% | 0.01% | 310 | +1 | 0.02% | Q4 2025 | Jan 09, 2026 |
| Apella Capital, LLC | History | Reduced | 6,474 | 280 | 0.01% | 0.01% | 311 | -2 | -0.03% | Q4 2025 | Jan 21, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 6,430 | 278 | 0.42% | 0.43% | 313 | +612 | 10.52% | Q4 2025 | Feb 25, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,448 | 278 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,389 | 276 | 0.02% | 0.02% | 314 | -208 | -3.15% | Q4 2025 | Jan 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,378 | 275 | 0.01% | 0.01% | 315 | -668 | -9.48% | Q4 2025 | Feb 09, 2026 |
| Claro Advisors Inc. | History | New | 6,329 | 273 | 0.04% | — | 316 | +6,329 | New | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,159 | 266 | 0.04% | — | 317 | +6,159 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,136 | 265 | 0.01% | 0.02% | 318 | -5,032 | -45.06% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Added to | 6,114 | 264 | 0.17% | 0.18% | 319 | +226 | 3.84% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,013 | 260 | 0.01% | 0.01% | 320 | -1,777 | -22.81% | Q4 2025 | Jan 14, 2026 |
| Frazier Financial Advisors, LLC | History | New | 5,981 | 258 | 0.15% | — | 322 | +5,981 | New | Q4 2025 | Feb 09, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,969 | 258 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Reduced | 5,958 | 257 | 0.15% | 0.15% | 323 | -19 | -0.32% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | New | 5,917 | 255 | 0.01% | — | 324 | +5,917 | New | Q4 2025 | Jan 26, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 5,916 | 255 | 0.22% | — | 325 | +5,916 | New | Q4 2025 | Feb 04, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,821 | 251 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cloud Capital Management, LLC | History | No change | 5,783 | 250 | 0.12% | 0.13% | 327 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | No change | 5,772 | 249 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,742 | 248 | 0.0% | — | 329 | +5,742 | New | Q4 2025 | Feb 02, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 5,700 | 246 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,620 | 243 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,568 | 240 | 0.0% | 0.0% | 332 | +934 | 20.16% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,565 | 240 | 0.0% | 0.01% | 333 | -234 | -4.04% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 5,514 | 238 | 0.02% | — | 334 | +5,514 | New | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,487 | 237 | 0.01% | 0.01% | 336 | +154 | 2.89% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | No change | 5,500 | 237 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,476 | 236 | 0.0% | 0.0% | 337 | +379 | 7.44% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 5,402 | 234 | 0.01% | 0.01% | 338 | -5,464 | -50.29% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,402 | 233 | 0.0% | — | 339 | +5,400 | 270000.0% | Q4 2025 | Feb 09, 2026 |
| Vantage Investment Partners, LLC | History | No change | 5,365 | 232 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Detalus Advisors, LLC | History | Reduced | 5,260 | 227 | 0.06% | 0.1% | 341 | -3,208 | -37.88% | Q4 2025 | Feb 03, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 5,266 | 227 | 0.17% | 0.18% | 342 | +31 | 0.59% | Q4 2025 | Feb 11, 2026 |
| WealthPoint Financial, LLC | History | New | 5,217 | 225 | 0.2% | — | 343 | +5,217 | New | Q4 2025 | Feb 19, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 5,138 | 222 | 0.05% | — | 344 | +5,138 | New | Q4 2025 | Feb 17, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 5,119 | 221 | 0.17% | — | 346 | +5,119 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 5,039 | 221 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | New | 5,084 | 219 | 0.01% | — | 348 | +5,084 | New | Q4 2025 | Feb 18, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 5,084 | 219 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Carroll Advisory Group, LLC | History | New | 5,006 | 216 | 0.09% | — | 350 | +5,006 | New | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,017 | 216 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 4,992 | 215 | 0.1% | — | 351 | +4,992 | New | Q4 2025 | Jan 22, 2026 |
| Keudell/Morrison Wealth Management | History | New | 4,975 | 215 | 0.05% | — | 352 | +4,975 | New | Q4 2025 | Feb 06, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 4,957 | 214 | 0.15% | — | 354 | +4,957 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,962 | 214 | 0.0% | 0.0% | 353 | -112 | -2.21% | Q4 2025 | Jan 27, 2026 |
| Nilsine Partners, LLC | History | No change | 4,902 | 212 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,896 | 211 | 0.0% | 0.0% | 356 | -3,176 | -39.35% | Q4 2025 | Feb 17, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 4,892 | 211 | 0.14% | 0.23% | 358 | -2,392 | -32.84% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 4,885 | 211 | 0.07% | 0.08% | 357 | +151 | 3.19% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,846 | 210 | 0.01% | 0.01% | 359 | -1,308 | -21.25% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Added to | 4,861 | 210 | 0.06% | 0.06% | 360 | +25 | 0.52% | Q4 2025 | Jan 20, 2026 |
| Austin Private Wealth, LLC | History | New | 4,850 | 209 | 0.02% | — | 361 | +4,850 | New | Q4 2025 | Jan 20, 2026 |
| Savvy Advisors, Inc. | History | New | 4,840 | 209 | 0.01% | — | 362 | +4,840 | New | Q4 2025 | Jan 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,758 | 205 | 0.11% | 0.12% | 363 | +41 | 0.87% | Q4 2025 | Feb 05, 2026 |
| Amicus Financial Advisors, LLC | History | New | 4,734 | 204 | 0.06% | — | 365 | +4,734 | New | Q4 2025 | Mar 02, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,718 | 204 | 0.0% | — | 364 | +4,718 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,672 | 202 | 0.01% | 0.01% | 366 | +29 | 0.62% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,914 | 169 | 0.0% | 0.0% | 367 | -5 | -0.13% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,464 | 149 | 0.0% | 0.0% | 368 | +1,176 | 51.4% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,460 | 149 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,207 | 138 | 0.02% | — | 370 | +3,207 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 2,947 | 128 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | No change | 2,948 | 127 | 0.08% | 0.09% | 372 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,927 | 126 | 0.0% | 0.0% | 373 | -500 | -14.59% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,559 | 110 | 0.0% | 0.0% | 374 | +27 | 1.07% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 2,525 | 109 | 0.0% | 0.0% | 375 | +1,630 | 182.12% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,509 | 108 | 0.01% | 0.01% | 376 | +800 | 46.81% | Q4 2025 | Jan 07, 2026 |
| North Star Investment Management Corp. | History | No change | 2,345 | 101 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,314 | 100 | 0.02% | 0.03% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,304 | 99 | 0.01% | 0.01% | 379 | +1 | 0.04% | Q4 2025 | Feb 20, 2026 |
| Miller Global Investments, LLC | History | New | 2,165 | 93 | 0.08% | — | 380 | +2,165 | New | Q4 2025 | Jan 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,106 | 91 | 0.01% | — | 381 | +2,106 | New | Q4 2025 | Feb 09, 2026 |
| Peterson Wealth Services | History | Reduced | 2,100 | 90 | 0.02% | 0.02% | 382 | -2,491 | -54.26% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 2,000 | 87 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,967 | 85 | 0.0% | 0.0% | 384 | +650 | 49.35% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,950 | 84 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,739 | 75 | 0.0% | 0.0% | 386 | -300 | -14.71% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 1,715 | 74 | 0.02% | — | 387 | +1,715 | New | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,709 | 73 | 0.0% | — | 388 | +1,709 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,674 | 72 | 0.04% | 0.04% | 389 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,642 | 70 | 0.0% | 0.01% | 390 | -5,608 | -77.35% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Advisors | History | New | 1,499 | 64 | 0.0% | — | 391 | +1,499 | New | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,500 | 64 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Clearstead Trust, LLC | History | No change | 1,337 | 57 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 1,192 | 51 | 0.0% | — | 394 | +1,192 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,160 | 50 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,150 | 49 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,110 | 48 | 0.0% | 0.0% | 397 | +125 | 12.69% | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | No change | 1,125 | 48 | 0.03% | 0.04% | 398 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,108 | 47 | 0.02% | 0.02% | 400 | +14 | 1.28% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | No change | 1,100 | 47 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,080 | 46 | 0.02% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | Reduced | 1,059 | 45 | 0.01% | 0.01% | 402 | -526 | -33.19% | Q4 2025 | Jan 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,055 | 45 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 1,035 | 44 | 0.02% | — | 405 | +1,035 | New | Q4 2025 | Feb 04, 2026 |
| Access Investment Management LLC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 1,000 | 43 | 0.0% | — | 407 | +1,000 | New | Q4 2025 | Mar 04, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,000 | 43 | 0.03% | — | 408 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| Westend Capital Management, LLC | History | No change | 1,001 | 43 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 952 | 41 | 0.0% | 0.0% | 409 | -90 | -8.64% | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 931 | 40 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 885 | 38 | 0.0% | — | 413 | +883 | 44150.0% | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 881 | 38 | 0.01% | 0.01% | 412 | +60 | 7.31% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | No change | 880 | 38 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 872 | 37 | 0.0% | 0.0% | 414 | +9 | 1.04% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 868 | 37 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 816 | 36 | 0.0% | 0.0% | 416 | +600 | 277.78% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 717 | 31 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 717 | 30 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Modus Advisors, LLC | History | New | 655 | 28 | 0.01% | — | 419 | +655 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 593 | 25 | 0.0% | 0.0% | 420 | +7 | 1.19% | Q4 2025 | Jan 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 576 | 24 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Added to | 544 | 23 | 0.0% | 0.0% | 422 | +7 | 1.3% | Q4 2025 | Jan 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 533 | 23 | 0.0% | 0.0% | 423 | +4 | 0.76% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 499 | 21 | 0.0% | 0.0% | 425 | -749 | -60.02% | Q4 2025 | Jan 13, 2026 |
| PITTENGER & ANDERSON INC | History | New | 500 | 21 | 0.0% | — | 424 | +500 | New | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 450 | 19 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 402 | 17 | 0.01% | — | 427 | +402 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 387 | 16 | 0.0% | 0.0% | 428 | -246 | -38.86% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Reduced | 366 | 15 | 0.01% | 0.01% | 429 | -197 | -34.99% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 339 | 14 | 0.0% | 0.0% | 431 | +2 | 0.59% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 343 | 14 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 306 | 13 | 0.01% | — | 432 | +306 | New | Q4 2025 | Feb 12, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 274 | 12 | 0.01% | 0.26% | 435 | -7,265 | -96.37% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 286 | 12 | 0.0% | 0.0% | 434 | +11 | 4.0% | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 300 | 12 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 270 | 11 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 250 | 10 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lynch Asset Management, Inc. | History | No change | 250 | 10 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 245 | 10 | 0.0% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 200 | 8 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 200 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 195 | 8 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 173 | 7 | 0.0% | — | 445 | +173 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 160 | 6 | 0.0% | — | 448 | +160 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 150 | 6 | 0.0% | — | 447 | +150 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 144 | 6 | 0.0% | — | 449 | +144 | New | Q4 2025 | Feb 19, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,375 | 6 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 116 | 5 | 0.0% | — | 450 | +116 | New | Q4 2025 | Jan 15, 2026 |
| Advocate Investing Services LLC | History | New | 100 | 4 | 0.0% | — | 452 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 105 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 453 | -135 | -62.5% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 454 | -138 | -70.77% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 60 | 2 | 0.0% | — | 455 | +60 | New | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 58 | 2 | 0.0% | — | 456 | +58 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 457 | +33 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 458 | -22 | -40.0% | Q4 2025 | Feb 09, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 38 | 1 | 0.0% | 0.0% | 459 | +1 | 2.7% | Q4 2025 | Feb 03, 2026 |
| Financial Freedom, LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 460 | +1 | 2.33% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,194,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -43,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,145 | -100.0% | Q3 2025 | Nov 05, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,468 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -16,097 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -14,439 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,182 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,672 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,553 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,522 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,702 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,918 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,745 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,183 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -6,024 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -5,950 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,639 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Manhattan West Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,292 | -100.0% | Q3 2025 | Nov 24, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,809 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Retirement Planning Co of New England, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,659 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,637 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,600 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Kellett Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,600 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,581 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,558 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,072 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -1,495 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,480 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -545 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -536 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HHM Wealth Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 22, 2026 |
| Strategic Advocates LLC | History | Added to | 14 | 0 | — | — | — | +9 | 180.0% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q4 2025 | Jan 16, 2026 |
| Abound Wealth Management | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Morse Asset Management, Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |