NEOS ETF Trust - SPYI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,139,873 | 164,937 | 0.05% | 0.04% | 1 | +839,220 | 36.48% | Q4 2025 | Feb 11, 2026 |
| Gradient Investments LLC | History | Added to | 1,785,248 | 93,779 | 1.49% | 1.53% | 2 | +32,277 | 1.84% | Q4 2025 | Jan 08, 2026 |
| UBS Group AG | History | Added to | 1,054,374 | 55,386 | 0.01% | 0.0% | 3 | +461,724 | 77.91% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 927,241 | 48,707 | 0.01% | — | 4 | +927,241 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 645,689 | 33,918 | 0.08% | 0.08% | 5 | +70,938 | 12.34% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 601,401 | 31,591 | 0.03% | 0.03% | 6 | -10,537 | -1.72% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 545,741 | 28,667 | 0.13% | 0.12% | 7 | +75,230 | 15.99% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Inc. | History | Added to | 453,565 | 23,825 | 0.31% | 0.28% | 8 | +41,679 | 10.12% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 444,643 | 23,357 | 0.01% | 0.0% | 9 | +355,661 | 399.7% | Q4 2025 | Feb 18, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 426,007 | 22,378 | 6.82% | 5.64% | 10 | +73,152 | 20.73% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 425,441 | 22,348 | 0.18% | 0.2% | 11 | +15,919 | 3.89% | Q4 2025 | Jan 26, 2026 |
| Second Half Financial Partners, LLC | History | No change | 404,802 | 21,264 | 9.44% | 9.33% | 12 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 392,858 | 20,636 | 0.02% | 0.02% | 13 | +117,640 | 42.74% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 376,600 | 19,782 | 0.0% | 0.0% | 14 | +251,800 | 201.76% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 341,303 | 17,928 | 0.01% | 0.01% | 15 | -11,222 | -3.18% | Q4 2025 | Feb 10, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 329,951 | 17,441 | 8.04% | 8.34% | 16 | +9,521 | 2.97% | Q4 2025 | Feb 04, 2026 |
| URS Advisory LLC | History | New | 257,712 | 13,537 | 11.25% | — | 17 | +257,712 | New | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 240,530 | 12,635 | 4.54% | 2.29% | 18 | +121,901 | 102.76% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 208,039 | 10,928 | 0.01% | 0.0% | 19 | +144,982 | 229.92% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,047 | 10,823 | 0.04% | 0.04% | 20 | +22,910 | 12.51% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 191,684 | 10,069 | 0.03% | 0.01% | 21 | +91,369 | 91.08% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 182,960 | 9,610 | 0.11% | 0.1% | 22 | +23,183 | 14.51% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 180,663 | 9,490 | 0.44% | 0.42% | 23 | +14,171 | 8.51% | Q4 2025 | Feb 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 178,663 | 9,385 | 0.95% | 0.56% | 24 | +75,565 | 73.29% | Q4 2025 | Jan 09, 2026 |
| Summit Financial, LLC | History | Added to | 170,596 | 8,961 | 0.13% | 0.09% | 25 | +63,529 | 59.34% | Q4 2025 | Feb 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 160,190 | 8,414 | 0.36% | 0.29% | 26 | +34,185 | 27.13% | Q4 2025 | Jan 27, 2026 |
| SageGuard Financial Group, LLC | History | New | 154,528 | 8,117 | 1.29% | — | 28 | +154,528 | New | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 154,527 | 8,117 | 0.57% | 0.42% | 27 | +54,021 | 53.75% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 147,240 | 7,734 | 0.06% | 0.04% | 29 | +54,358 | 58.52% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 139,954 | 7,351 | 0.15% | 0.01% | 30 | +134,826 | 2629.21% | Q4 2025 | Feb 03, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 135,402 | 7,112 | 1.27% | 1.32% | 31 | +5,408 | 4.16% | Q4 2025 | Feb 06, 2026 |
| Brown Financial Advisors | History | Reduced | 120,573 | 6,333 | 2.32% | 2.34% | 32 | -307 | -0.25% | Q4 2025 | Feb 17, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 119,460 | 6,275 | 5.13% | 4.28% | 33 | +21,230 | 21.61% | Q4 2025 | Feb 02, 2026 |
| Foguth Wealth Management, LLC. | History | New | 118,184 | 6,215 | 0.96% | — | 34 | +118,184 | New | Q4 2025 | Jan 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 114,601 | 6,019 | 0.1% | 0.05% | 35 | +65,935 | 135.48% | Q4 2025 | Jan 22, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 113,435 | 5,958 | 1.39% | 1.48% | 36 | -5,076 | -4.28% | Q4 2025 | Feb 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 111,339 | 5,848 | 3.73% | 3.84% | 37 | -3,204 | -2.8% | Q4 2025 | Jan 15, 2026 |
| Indivisible Partners | History | New | 110,951 | 5,828 | 0.63% | — | 38 | +110,951 | New | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 109,483 | 5,807 | 0.01% | 0.01% | 39 | +7,392 | 7.24% | Q4 2025 | Jan 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 106,991 | 5,620 | 0.0% | 0.0% | 40 | -88,778 | -45.35% | Q4 2025 | Feb 17, 2026 |
| Independence Wealth Advisors, LLC | History | New | 102,789 | 5,399 | 3.04% | — | 41 | +102,789 | New | Q4 2025 | Jan 09, 2026 |
| Delta Investment Management, LLC | History | Reduced | 101,971 | 5,356 | 0.93% | 1.15% | 42 | -20,954 | -17.05% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,914 | 5,249 | 0.01% | 0.01% | 43 | +13,910 | 16.17% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 97,300 | 5,111 | 0.01% | 0.01% | 44 | -8,971 | -8.44% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 92,562 | 4,862 | 0.07% | 0.05% | 45 | +35,123 | 61.15% | Q4 2025 | Feb 09, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 92,527 | 4,860 | 1.96% | 1.87% | 46 | +11,000 | 13.49% | Q4 2025 | Jan 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 85,083 | 4,469 | 2.95% | 0.19% | 47 | +79,545 | 1436.35% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 82,246 | 4,320 | 0.16% | 0.12% | 48 | +22,673 | 38.06% | Q4 2025 | Jan 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 80,260 | 4,216 | 0.46% | 0.33% | 49 | +24,190 | 43.14% | Q4 2025 | Jan 23, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 79,680 | 4,185 | 0.96% | 0.73% | 50 | +21,775 | 37.6% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 78,664 | 4,132 | 0.0% | 0.0% | 51 | +32,181 | 69.23% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 77,660 | 4,079 | 0.63% | 0.49% | 52 | +14,664 | 23.28% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Added to | 77,081 | 4,049 | 0.08% | 0.07% | 53 | +12,247 | 18.89% | Q4 2025 | Feb 03, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 76,078 | 3,996 | 0.86% | 0.82% | 54 | +4,144 | 5.76% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 75,565 | 3,969 | 0.03% | 0.04% | 55 | +4,455 | 6.26% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 74,828 | 3,930 | 1.16% | 0.95% | 56 | +16,266 | 27.78% | Q4 2025 | Jan 21, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 72,179 | 3,804 | 0.64% | 0.66% | 57 | +66 | 0.09% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,825 | 3,720 | 0.25% | 0.7% | 58 | -102,215 | -59.07% | Q4 2025 | Feb 03, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 70,535 | 3,705 | 2.31% | — | 59 | +70,535 | New | Q4 2025 | Jan 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 70,386 | 3,697 | 0.29% | 0.24% | 60 | +15,672 | 28.64% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,387 | 3,539 | 0.08% | 0.06% | 61 | +13,271 | 24.52% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 65,720 | 3,452 | 0.15% | 0.16% | 62 | -1,014 | -1.52% | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | Added to | 65,438 | 3,437 | 2.39% | 1.73% | 63 | +23,627 | 56.51% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 63,995 | 3,361 | 0.16% | 0.17% | 64 | +2,485 | 4.04% | Q4 2025 | Jan 26, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 63,745 | 3,348 | 0.74% | 0.72% | 65 | +1,883 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 62,525 | 3,284 | 0.12% | 0.03% | 66 | +55,013 | 732.33% | Q4 2025 | Feb 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 57,644 | 3,028 | 0.19% | 0.04% | 67 | +45,771 | 385.5% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 56,758 | 2,981 | 0.42% | 0.37% | 68 | +8,463 | 17.52% | Q4 2025 | Jan 06, 2026 |
| Sowell Financial Services LLC | History | New | 56,501 | 2,968 | 0.11% | — | 69 | +56,501 | New | Q4 2025 | Jan 21, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 56,467 | 2,966 | 1.25% | 1.37% | 70 | -5,645 | -9.09% | Q4 2025 | Jan 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 55,710 | 2,926 | 0.88% | 0.48% | 71 | +31,830 | 133.29% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 55,598 | 2,920 | 0.07% | 0.02% | 72 | +44,227 | 388.95% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 54,488 | 2,862 | 0.17% | 0.17% | 73 | +2,778 | 5.37% | Q4 2025 | Feb 13, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 52,909 | 2,779 | 2.13% | 3.64% | 74 | -52,727 | -49.91% | Q4 2025 | Jan 28, 2026 |
| Owen LaRue, LLC | History | Added to | 52,857 | 2,776 | 1.06% | 0.86% | 75 | +10,905 | 25.99% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | Reduced | 52,443 | 2,754 | 0.6% | 0.74% | 76 | -158 | -0.3% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 52,314 | 2,748 | 0.0% | 0.0% | 77 | +4,534 | 9.49% | Q4 2025 | Feb 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 52,981 | 2,742 | 0.62% | 0.44% | 78 | +21,183 | 66.62% | Q4 2025 | Feb 24, 2026 |
| Fullerton Advisors, LLC | History | New | 50,400 | 2,647 | 2.64% | — | 79 | +50,400 | New | Q4 2025 | Feb 02, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 50,043 | 2,628 | 0.14% | 0.14% | 80 | +3,967 | 8.61% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 49,840 | 2,618 | 0.02% | 0.0% | 81 | +44,782 | 885.37% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 47,800 | 2,510 | 0.19% | 0.2% | 82 | -2,261 | -4.52% | Q4 2025 | Jan 23, 2026 |
| Gainplan LLC | History | Added to | 46,847 | 2,460 | 0.92% | 0.89% | 83 | +6,891 | 17.25% | Q4 2025 | Jan 23, 2026 |
| Lifeworks Advisors, LLC | History | New | 46,805 | 2,458 | 0.32% | — | 84 | +46,805 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,040 | 2,365 | 0.0% | 0.0% | 85 | +5,417 | 13.67% | Q4 2025 | Mar 16, 2026 |
| Brookstone Capital Management | History | Added to | 43,225 | 2,270 | 0.03% | 0.01% | 86 | +19,508 | 82.25% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Reduced | 43,099 | 2,263 | 0.0% | 0.0% | 87 | -3,366 | -7.24% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 42,558 | 2,235 | 0.42% | 0.35% | 88 | +7,410 | 21.08% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | No change | 40,914 | 2,149 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Sigma Planning Corp | History | Added to | 40,621 | 2,142 | 0.06% | 0.01% | 90 | +31,301 | 335.85% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 40,365 | 2,120 | 0.01% | 0.0% | 91 | +39,715 | 6110.0% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 40,086 | 2,105 | 1.35% | 1.15% | 92 | +8,357 | 26.34% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 39,954 | 2,098 | 0.01% | 0.01% | 93 | +788 | 2.01% | Q4 2025 | Feb 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 39,534 | 2,076 | 0.71% | — | 94 | +39,534 | New | Q4 2025 | Jan 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 39,246 | 2,061 | 1.41% | 1.32% | 95 | +4,560 | 13.15% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 38,865 | 2,041 | 0.03% | 0.03% | 96 | -7,138 | -15.52% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 38,377 | 2,015 | 0.05% | 0.05% | 97 | +135 | 0.35% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 72,527 | 2,010 | 0.05% | 0.06% | 98 | +11,047 | 17.97% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 37,921 | 1,991 | 0.01% | 0.01% | 99 | +5,733 | 17.81% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 36,900 | 1,938 | 0.0% | 0.02% | 100 | -274,600 | -88.15% | Q4 2025 | Feb 17, 2026 |
| Kaizen Financial Strategies | History | Added to | 36,384 | 1,911 | 0.84% | 0.83% | 101 | +1,335 | 3.81% | Q4 2025 | Jan 21, 2026 |
| Centennial Bank/AR/ | History | Added to | 35,549 | 1,867 | 0.74% | 0.54% | 102 | +9,228 | 35.06% | Q4 2025 | Feb 17, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 35,180 | 1,848 | 1.23% | 1.28% | 103 | -1,895 | -5.11% | Q4 2025 | Jan 22, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 34,086 | 1,790 | 0.2% | 0.17% | 104 | +5,953 | 21.16% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 32,000 | 1,680 | 0.41% | 0.38% | 105 | +3,800 | 13.48% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,950 | 1,678 | 0.02% | 0.01% | 106 | +16,331 | 104.56% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,600 | 1,659 | 0.0% | 0.0% | 107 | -51,892 | -62.15% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 31,385 | 1,648 | 0.0% | — | 108 | +31,385 | New | Q4 2025 | Feb 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 31,384 | 1,648 | 0.02% | 0.02% | 109 | +2,750 | 9.6% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,273 | 1,643 | 0.0% | 0.0% | 110 | +5,584 | 21.74% | Q4 2025 | Feb 02, 2026 |
| Brookwood Investment Group LLC | History | Added to | 30,667 | 1,610 | 0.19% | 0.14% | 111 | +10,290 | 50.5% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 30,402 | 1,597 | 0.05% | 0.05% | 112 | +3,404 | 12.61% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,189 | 1,585 | 0.04% | 0.04% | 113 | +900 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Capital Planning LLC | History | Added to | 29,712 | 1,562 | 0.44% | 0.29% | 114 | +10,568 | 55.2% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 28,793 | 1,512 | 0.07% | 0.01% | 115 | +22,499 | 357.47% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 28,760 | 1,510 | 0.02% | 0.01% | 116 | +15,974 | 124.93% | Q4 2025 | Jan 13, 2026 |
| CAP Partners, LLC | History | Added to | 28,294 | 1,486 | 0.84% | 0.8% | 117 | +1,310 | 4.85% | Q4 2025 | Feb 04, 2026 |
| Independent Advisor Alliance | History | Reduced | 28,278 | 1,485 | 0.04% | 0.04% | 118 | -3,525 | -11.08% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,847 | 1,462 | 0.04% | 0.06% | 119 | +9,959 | 55.67% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | Added to | 27,415 | 1,440 | 0.1% | 0.1% | 120 | +487 | 1.81% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 26,955 | 1,415 | 0.02% | 0.01% | 121 | +10,301 | 61.85% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,885 | 1,412 | 0.01% | 0.01% | 122 | +13,094 | 94.95% | Q4 2025 | Feb 17, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 26,387 | 1,386 | 0.84% | 0.72% | 123 | +6,052 | 29.76% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,904 | 1,360 | 0.01% | 0.01% | 124 | -13,529 | -34.31% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 25,735 | 1,351 | 0.07% | 0.07% | 125 | -505 | -1.92% | Q4 2025 | Jan 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 25,268 | 1,327 | 0.15% | 0.14% | 126 | +2,284 | 9.94% | Q4 2025 | Jan 20, 2026 |
| Intrua Financial, LLC | History | Added to | 24,864 | 1,306 | 0.14% | 0.14% | 127 | +982 | 4.11% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,664 | 1,296 | 0.0% | 0.0% | 128 | +12,868 | 109.09% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 24,503 | 1,287 | 0.03% | 0.03% | 129 | +2,319 | 10.45% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 24,260 | 1,274 | 0.78% | 0.97% | 130 | -4,187 | -14.72% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 23,487 | 1,248 | 0.06% | 0.07% | 131 | +678 | 2.97% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,212 | 1,219 | 0.0% | 0.0% | 132 | -8,650 | -27.15% | Q4 2025 | Feb 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 23,084 | 1,212 | 0.06% | 0.03% | 133 | +13,636 | 144.33% | Q4 2025 | Jan 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,638 | 1,189 | 0.0% | 0.0% | 134 | +451 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 22,679 | 1,182 | 0.53% | 0.44% | 135 | +4,680 | 26.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Point Advisors, LLC | History | New | 22,040 | 1,157 | 0.62% | — | 137 | +22,040 | New | Q4 2025 | Jan 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 22,026 | 1,157 | 0.11% | 0.12% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,818 | 1,146 | 0.02% | 0.02% | 138 | +6,787 | 45.15% | Q4 2025 | Feb 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 20,965 | 1,101 | 0.2% | 0.24% | 139 | +3,319 | 18.81% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Added to | 20,333 | 1,068 | 0.03% | 0.03% | 140 | +222 | 1.1% | Q4 2025 | Feb 19, 2026 |
| GTS SECURITIES LLC | History | New | 20,144 | 1,058 | 0.04% | — | 141 | +20,144 | New | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 20,030 | 1,052 | 0.11% | 0.09% | 142 | +12,237 | 157.03% | Q4 2025 | Jan 26, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 20,004 | 1,050 | 2.23% | 2.11% | 143 | +9,051 | 82.63% | Q4 2025 | Jan 30, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 19,910 | 1,045 | 0.08% | 0.08% | 144 | +835 | 4.38% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,768 | 1,038 | 0.04% | 0.03% | 145 | +2,242 | 12.79% | Q4 2025 | Jan 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,023 | 999 | 0.01% | 0.02% | 146 | +1,536 | 8.78% | Q4 2025 | Jan 29, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 18,384 | 965 | 0.33% | 0.33% | 147 | -396 | -2.11% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 18,274 | 959 | 0.03% | 0.03% | 148 | +3,936 | 27.45% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | New | 18,032 | 957 | 0.05% | — | 149 | +18,032 | New | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | New | 18,202 | 956 | 0.02% | — | 150 | +18,202 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,932 | 941 | 0.02% | 0.02% | 151 | +1,241 | 7.44% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 17,874 | 938 | 0.0% | — | 152 | +17,874 | New | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | New | 17,623 | 925 | 0.5% | — | 153 | +17,623 | New | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,507 | 919 | 0.01% | 0.0% | 154 | +12,016 | 218.83% | Q4 2025 | Jan 23, 2026 |
| Lewis Asset Management, LLC | History | Added to | 17,419 | 915 | 0.37% | 0.1% | 155 | +12,688 | 268.19% | Q4 2025 | Jan 15, 2026 |
| Claro Advisors Inc. | History | Added to | 17,200 | 903 | 0.12% | 0.13% | 156 | +82 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,899 | 887 | 0.39% | 0.35% | 157 | +2,397 | 16.53% | Q4 2025 | Jan 27, 2026 |
| Ellis Investment Partners, LLC | History | New | 16,691 | 876 | 0.15% | — | 158 | +16,691 | New | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 16,343 | 858 | 0.04% | 0.03% | 159 | +1,436 | 9.63% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 16,269 | 854 | 0.0% | 0.0% | 160 | +10,380 | 176.26% | Q4 2025 | Feb 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 16,121 | 846 | 0.42% | 0.35% | 161 | +2,514 | 18.48% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,936 | 837 | 0.08% | 0.07% | 162 | +4,953 | 45.1% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Alliance LLC | History | Added to | 15,882 | 834 | 0.05% | 0.05% | 163 | +2,525 | 18.9% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Added to | 15,504 | 814 | 0.04% | 0.03% | 164 | +2,800 | 22.04% | Q4 2025 | Feb 12, 2026 |
| Bay Capital Advisors, LLC | History | New | 15,285 | 802 | 0.49% | — | 166 | +15,285 | New | Q4 2025 | Jan 16, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 15,270 | 802 | 0.69% | 1.3% | 165 | -14,210 | -48.2% | Q4 2025 | Feb 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 15,144 | 795 | 0.64% | — | 168 | +15,144 | New | Q4 2025 | Feb 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,142 | 795 | 0.01% | 0.01% | 167 | -15,063 | -49.87% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,941 | 784 | 0.02% | 0.01% | 169 | +3,509 | 30.69% | Q4 2025 | Feb 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 14,802 | 777 | 0.33% | — | 171 | +14,802 | New | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | New | 14,800 | 777 | 0.04% | — | 170 | +14,800 | New | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 14,661 | 770 | 0.23% | 0.26% | 172 | -2,755 | -15.82% | Q4 2025 | Jan 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,572 | 765 | 0.21% | 0.14% | 173 | +2,526 | 20.97% | Q4 2025 | Jan 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,343 | 753 | 0.04% | 0.04% | 175 | +1,671 | 13.19% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 14,344 | 753 | 0.0% | 0.0% | 174 | -531 | -3.57% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,281 | 750 | 0.0% | 0.0% | 176 | +7,426 | 108.33% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,250 | 748 | 0.02% | 0.02% | 177 | -4 | -0.03% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 14,229 | 747 | 0.0% | 0.0% | 178 | +8,519 | 149.19% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | New | 14,101 | 740 | 0.04% | — | 179 | +14,101 | New | Q4 2025 | Jan 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 14,000 | 735 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | No change | 14,000 | 735 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 13,442 | 706 | 0.27% | 0.27% | 182 | -459 | -3.3% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,258 | 696 | 0.0% | 0.0% | 183 | +4,778 | 56.34% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | New | 13,049 | 685 | 0.02% | — | 185 | +13,049 | New | Q4 2025 | Jan 26, 2026 |
| NewEdge Wealth, LLC | History | Added to | 13,053 | 685 | 0.01% | 0.01% | 184 | +300 | 2.35% | Q4 2025 | Feb 03, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,705 | 667 | 0.03% | 0.03% | 186 | +465 | 3.8% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,592 | 661 | 0.0% | 0.0% | 187 | +3,665 | 41.06% | Q4 2025 | Feb 18, 2026 |
| Accel Wealth Management | History | New | 12,437 | 653 | 0.18% | — | 188 | +12,437 | New | Q4 2025 | Jan 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,357 | 649 | 0.02% | 0.01% | 189 | +8,425 | 214.27% | Q4 2025 | Jan 09, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 12,207 | 643 | 0.3% | 0.22% | 190 | +3,532 | 40.71% | Q4 2025 | Jan 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 12,240 | 642 | 0.07% | 0.05% | 191 | +5,293 | 76.19% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 12,061 | 633 | 0.0% | 0.0% | 192 | +5,334 | 79.29% | Q4 2025 | Feb 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 11,642 | 612 | 0.79% | — | 193 | +11,642 | New | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 11,509 | 605 | 0.0% | 0.0% | 194 | +5,673 | 97.21% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | New | 11,502 | 604 | 0.02% | — | 195 | +11,502 | New | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,426 | 600 | 0.0% | 0.0% | 196 | +3,053 | 36.46% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,364 | 596 | 0.03% | 0.02% | 197 | +2,120 | 22.93% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,314 | 594 | 0.0% | 0.0% | 198 | +2,458 | 27.76% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 11,053 | 585 | 0.25% | 0.16% | 199 | +5,080 | 85.05% | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Reduced | 10,925 | 573 | 0.36% | 0.3% | 200 | -100 | -0.91% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,593 | 556 | 0.03% | 0.03% | 201 | -338 | -3.09% | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,471 | 554 | 0.06% | 0.05% | 202 | +1,215 | 13.13% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | New | 10,406 | 546 | 0.02% | — | 203 | +10,406 | New | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,259 | 538 | 0.05% | 0.05% | 204 | +420 | 4.27% | Q4 2025 | Jan 26, 2026 |
| Redwood Family Wealth LLC | History | New | 10,138 | 532 | 0.52% | — | 206 | +10,138 | New | Q4 2025 | Mar 06, 2026 |
| Weaver Consulting Group | History | Added to | 10,135 | 532 | 0.13% | 0.07% | 205 | +4,793 | 89.72% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 10,108 | 530 | 0.0% | 0.0% | 207 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 10,000 | 525 | 0.11% | — | 209 | +10,000 | New | Q4 2025 | Jan 20, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 10,011 | 525 | 0.1% | 0.09% | 208 | +1,275 | 14.59% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 9,845 | 517 | 0.0% | 0.0% | 210 | +2,019 | 25.8% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | New | 9,799 | 514 | 0.04% | — | 211 | +9,799 | New | Q4 2025 | Jan 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,540 | 501 | 0.02% | 0.02% | 212 | +280 | 3.02% | Q4 2025 | Jan 07, 2026 |
| Rockport Wealth LLC | History | New | 9,330 | 490 | 0.1% | — | 213 | +9,330 | New | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 9,157 | 481 | 0.01% | — | 214 | +9,157 | New | Q4 2025 | Feb 19, 2026 |
| Patten Group, Inc. | History | New | 9,156 | 480 | 0.09% | — | 215 | +9,156 | New | Q4 2025 | Jan 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 8,864 | 465 | 0.24% | 0.24% | 216 | +303 | 3.54% | Q4 2025 | Feb 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 8,852 | 464 | 0.17% | 0.27% | 217 | -5,055 | -36.35% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,793 | 461 | 0.03% | 0.03% | 218 | -1,345 | -13.27% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | New | 8,727 | 458 | 0.01% | — | 219 | +8,727 | New | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,697 | 456 | 0.03% | 0.02% | 220 | +1,430 | 19.68% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 8,502 | 446 | 0.0% | 0.0% | 221 | +401 | 4.95% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,474 | 445 | 0.04% | 0.03% | 222 | +2,103 | 33.01% | Q4 2025 | Jan 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,388 | 440 | 0.02% | 0.01% | 223 | +2,464 | 41.59% | Q4 2025 | Feb 17, 2026 |
| Encompass More Asset Management | History | New | 8,182 | 429 | 0.08% | — | 225 | +8,182 | New | Q4 2025 | Feb 03, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 8,177 | 429 | 0.06% | 0.06% | 224 | +607 | 8.02% | Q4 2025 | Feb 10, 2026 |
| HighMark Wealth Management LLC | History | Added to | 8,016 | 421 | 0.17% | 0.18% | 226 | +236 | 3.03% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | New | 7,969 | 418 | 0.02% | — | 227 | +7,969 | New | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,899 | 414 | 0.0% | 0.0% | 228 | +756 | 10.58% | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | Added to | 7,764 | 407 | 0.25% | 0.21% | 229 | +961 | 14.13% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 7,720 | 405 | 0.0% | 0.0% | 230 | +3 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 7,653 | 402 | 0.36% | — | 231 | +7,653 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 7,642 | 401 | 0.0% | — | 232 | +7,642 | New | Q4 2025 | Feb 05, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 7,048 | 370 | 0.17% | 0.17% | 233 | +148 | 2.14% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | New | 6,990 | 367 | 0.01% | — | 234 | +6,990 | New | Q4 2025 | Feb 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,970 | 366 | 0.04% | 0.04% | 235 | +948 | 15.74% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | No change | 6,986 | 365 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 6,865 | 360 | 0.05% | 0.06% | 237 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | No change | 6,769 | 355 | 0.02% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 6,757 | 354 | 0.04% | 0.0% | 239 | +6,657 | 6657.0% | Q4 2025 | Feb 10, 2026 |
| Guild Investment Management, Inc. | History | Added to | 6,720 | 353 | 0.26% | 0.23% | 240 | +1,280 | 23.53% | Q4 2025 | Jan 21, 2026 |
| Sonoma Allocations LLC | History | No change | 6,641 | 351 | 0.12% | 0.13% | 241 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 6,466 | 339 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,388 | 335 | 0.01% | 0.01% | 243 | +2,242 | 54.08% | Q4 2025 | Jan 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,240 | 327 | 0.01% | 0.01% | 244 | +251 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | New | 6,180 | 324 | 0.02% | — | 245 | +6,180 | New | Q4 2025 | Feb 06, 2026 |
| Braeburn Wealth Management LLC | History | New | 6,025 | 316 | 0.16% | — | 246 | +6,025 | New | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,998 | 315 | 0.0% | 0.0% | 247 | +3,375 | 128.67% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 5,997 | 315 | 0.0% | 0.0% | 248 | +245 | 4.26% | Q4 2025 | Jan 27, 2026 |
| PMG Family Office LLC | History | Reduced | 5,887 | 309 | 0.36% | 0.36% | 249 | -195 | -3.21% | Q4 2025 | Jan 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,876 | 308 | 0.02% | 0.02% | 250 | +1,232 | 26.53% | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,782 | 303 | 0.0% | 0.0% | 251 | +570 | 10.94% | Q4 2025 | Feb 18, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 5,760 | 302 | 0.05% | 0.06% | 252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 5,640 | 296 | 0.01% | — | 253 | +5,640 | New | Q4 2025 | Jan 21, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 5,643 | 296 | 0.07% | 0.07% | 254 | -32 | -0.56% | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | Added to | 5,632 | 295 | 0.02% | 0.01% | 255 | +1,294 | 29.83% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,539 | 290 | 0.01% | — | 256 | +5,539 | New | Q4 2025 | Feb 13, 2026 |
| Southeast Asset Advisors, LLC | History | New | 5,500 | 288 | 0.03% | — | 257 | +5,500 | New | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,459 | 286 | 0.02% | 0.02% | 258 | +6 | 0.11% | Q4 2025 | Feb 12, 2026 |
| Storgate, LLC | History | New | 5,425 | 284 | 0.23% | — | 259 | +5,425 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,150 | 270 | 0.0% | 0.0% | 260 | -1,000 | -16.26% | Q4 2025 | Jan 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,108 | 270 | 0.0% | 0.01% | 261 | +17 | 0.33% | Q4 2025 | Jan 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 5,103 | 268 | 0.17% | — | 262 | +5,103 | New | Q4 2025 | Feb 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,039 | 264 | 0.0% | 0.0% | 263 | +21 | 0.42% | Q4 2025 | Feb 06, 2026 |
| IPG Investment Advisors LLC | History | New | 5,000 | 262 | 0.05% | — | 264 | +5,000 | New | Q4 2025 | Feb 09, 2026 |
| Abel Hall, LLC | History | No change | 5,000 | 262 | 0.06% | 0.11% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Marmo Financial Group, LLC | History | New | 4,946 | 259 | 0.12% | — | 266 | +4,946 | New | Q4 2025 | Feb 03, 2026 |
| Richmond Investment Services, LLC | History | New | 4,648 | 244 | 0.04% | — | 267 | +4,648 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,611 | 242 | 0.03% | — | 268 | +4,611 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,563 | 239 | 0.02% | 0.01% | 269 | +2,052 | 81.72% | Q4 2025 | Feb 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 4,559 | 239 | 0.01% | 0.01% | 270 | +657 | 16.84% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | New | 4,537 | 238 | 0.0% | — | 271 | +4,537 | New | Q4 2025 | Feb 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | New | 4,513 | 237 | 0.19% | — | 272 | +4,513 | New | Q4 2025 | Feb 09, 2026 |
| Copley Financial Group, Inc. | History | New | 4,508 | 236 | 0.15% | — | 273 | +4,508 | New | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,486 | 235 | 0.05% | 0.06% | 274 | +135 | 3.1% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | New | 4,429 | 232 | 0.0% | — | 275 | +4,429 | New | Q4 2025 | Mar 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,400 | 231 | 0.1% | 0.17% | 276 | +22 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,381 | 230 | 0.01% | 0.01% | 277 | +396 | 9.94% | Q4 2025 | Jan 27, 2026 |
| Global Wealth Strategies & Associates | History | New | 4,364 | 229 | 0.06% | — | 278 | +4,364 | New | Q4 2025 | Jan 02, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 4,375 | 229 | 0.16% | 0.16% | 279 | +433 | 10.98% | Q4 2025 | Jan 12, 2026 |
| KLCM Advisors, Inc. | History | New | 4,345 | 228 | 0.02% | — | 280 | +4,345 | New | Q4 2025 | Feb 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 4,309 | 226 | 0.04% | — | 282 | +4,309 | New | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,313 | 226 | 0.0% | 0.01% | 281 | -1,311 | -23.31% | Q4 2025 | Feb 06, 2026 |
| Ignite Planners, LLC | History | New | 4,254 | 224 | 0.03% | — | 283 | +4,254 | New | Q4 2025 | Feb 06, 2026 |
| Atlas Private Wealth Advisors | History | No change | 4,180 | 219 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | New | 4,090 | 214 | 0.01% | — | 285 | +4,090 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,070 | 213 | 0.01% | — | 286 | +4,070 | New | Q4 2025 | Jan 29, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 3,996 | 210 | 0.14% | — | 287 | +3,996 | New | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,831 | 201 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 3,202 | 168 | 0.0% | 0.0% | 289 | +2,604 | 435.45% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,961 | 155 | 0.01% | 0.01% | 290 | -1,448 | -32.84% | Q4 2025 | Feb 02, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,651 | 139 | 0.01% | 0.01% | 291 | +198 | 8.07% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 2,605 | 136 | 0.0% | 0.0% | 292 | +100 | 3.99% | Q4 2025 | Jan 30, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,521 | 132 | 0.1% | — | 293 | +2,521 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,363 | 124 | 0.0% | 0.0% | 294 | +2,267 | 2361.46% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,215 | 116 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,100 | 110 | 0.0% | 0.0% | 296 | +300 | 16.67% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 2,016 | 105 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 2,000 | 105 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,974 | 103 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,941 | 101 | 0.01% | 0.0% | 300 | +1,091 | 128.35% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,617 | 84 | 0.07% | — | 301 | +1,617 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 1,576 | 82 | 0.0% | — | 302 | +1,576 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,500 | 78 | 0.02% | — | 303 | +1,500 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,385 | 72 | 0.0% | 0.0% | 304 | +16 | 1.17% | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 1,281 | 67 | 0.03% | — | 305 | +1,281 | New | Q4 2025 | Feb 18, 2026 |
| Abound Wealth Management | History | Added to | 1,189 | 62 | 0.01% | 0.0% | 306 | +997 | 519.27% | Q4 2025 | Jan 12, 2026 |
| Luminist Capital LLC | History | New | 1,144 | 60 | 0.07% | — | 307 | +1,144 | New | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,086 | 57 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,062 | 55 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 939 | 49 | 0.05% | 0.04% | 310 | +28 | 3.07% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 910 | 47 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 820 | 43 | 0.0% | 0.0% | 312 | +200 | 32.26% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 796 | 41 | 0.0% | 0.0% | 313 | +664 | 503.03% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 761 | 39 | 0.0% | — | 314 | +761 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 743 | 39 | 0.0% | 0.0% | 315 | -27 | -3.51% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 701 | 36 | 0.02% | — | 316 | +701 | New | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 594 | 31 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 525 | 27 | 0.0% | — | 318 | +525 | New | Q4 2025 | Feb 17, 2026 |
| HFM Investment Advisors, LLC | History | New | 511 | 26 | 0.01% | — | 320 | +511 | New | Q4 2025 | Feb 05, 2026 |
| United Community Bank | History | New | 500 | 26 | 0.01% | — | 319 | +500 | New | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 437 | 22 | 0.0% | — | 321 | +437 | New | Q4 2025 | Mar 04, 2026 |
| Activest Wealth Management | History | Reduced | 411 | 21 | 0.0% | 0.01% | 323 | -575 | -58.32% | Q4 2025 | Jan 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 394 | 21 | 0.01% | 0.01% | 322 | +100 | 34.01% | Q4 2025 | Feb 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 391 | 20 | 0.0% | 0.0% | 325 | +195 | 99.49% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 383 | 20 | 0.0% | 0.0% | 326 | +134 | 53.82% | Q4 2025 | Jan 08, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 383 | 20 | 0.0% | 0.0% | 324 | +123 | 47.31% | Q4 2025 | Jan 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 350 | 18 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 320 | 16 | 0.0% | — | 328 | +319 | 31900.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 322 | 16 | 0.0% | — | 329 | +315 | 4500.0% | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | New | 260 | 13 | 0.0% | — | 330 | +260 | New | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 251 | 13 | 0.0% | — | 331 | +251 | New | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | New | 225 | 11 | 0.0% | — | 333 | +225 | New | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | New | 200 | 11 | 0.0% | — | 332 | +200 | New | Q4 2025 | Feb 02, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | New | 174 | 9 | 0.0% | — | 335 | +174 | New | Q4 2025 | Jan 27, 2026 |
| Motiv8 Investments LLC | History | New | 173 | 9 | 0.0% | — | 336 | +173 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 128 | 6 | 0.0% | 0.0% | 337 | +23 | 21.9% | Q4 2025 | Jan 23, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 78 | 4 | 0.0% | 0.0% | 339 | -31,095 | -99.75% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | New | 85 | 4 | 0.0% | — | 340 | +85 | New | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 38 | 1 | 0.0% | — | 344 | +38 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 342 | -1 | -3.57% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 37 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.2% | — | -89,408 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,684 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.74% | — | -17,537 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,539 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,149 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,058 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -8,227 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,701 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TME FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.29% | — | -7,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -6,959 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.03% | — | -6,749 | -100.0% | Q3 2025 | Oct 21, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,356 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,639 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,325 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Naviter Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,325 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,932 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,912 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,865 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -533 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Russell Investments Group, Ltd. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Golden State Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Robbins Farley | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |