SSGA Active Trust - SRLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 11,164,717 | 460,767 | 0.03% | 0.03% | 1 | +706,376 | 6.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,645,226 | 439,328 | 0.03% | 0.03% | 2 | -54,245 | -0.51% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 9,757,441 | 402,689 | 0.67% | 0.81% | 3 | -960,000 | -8.96% | Q4 2025 | Feb 13, 2026 |
| Arizona PSPRS Trust | History | Added to | 8,357,347 | 344,907 | 12.7% | 11.65% | 4 | +207,611 | 2.55% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,289,986 | 257,637 | 0.82% | 0.91% | 5 | -310,992 | -4.71% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,215,749 | 256,523 | 0.03% | 0.03% | 6 | +144,542 | 2.38% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 3,837,057 | 158,355 | 0.04% | 0.04% | 7 | +154,173 | 4.19% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 3,407,525 | 140,628 | 0.0% | 0.0% | 8 | +131,736 | 4.02% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,063,084 | 126,413 | 0.02% | 0.02% | 9 | +256,827 | 9.15% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 3,038,877 | 125,414 | 0.22% | 0.17% | 10 | +484,203 | 18.95% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,199,675 | 90,781 | 0.01% | — | 11 | +2,199,675 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,158,112 | 89,065 | 0.02% | 0.02% | 12 | -45,479 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,803,133 | 74,415 | 2.03% | 2.06% | 13 | +18,096 | 1.01% | Q4 2025 | Feb 06, 2026 |
| Aristotle Pacific Capital, LLC | History | Added to | 1,517,066 | 62,609 | 25.68% | 28.41% | 14 | +113,613 | 8.1% | Q4 2025 | Feb 17, 2026 |
| Symetra Investment Management Co | History | Reduced | 1,495,085 | 61,702 | 10.86% | 14.29% | 15 | -69,130 | -4.42% | Q4 2025 | Feb 13, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 1,457,094 | 60,134 | 5.72% | 7.95% | 16 | +855,987 | 142.4% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,349,688 | 55,701 | 0.01% | — | 17 | +1,349,688 | New | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Added to | 1,172,612 | 48,393 | 0.61% | 0.62% | 18 | +21,956 | 1.91% | Q4 2025 | Feb 02, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,106,551 | 45,667 | 0.03% | 0.04% | 19 | +20,570 | 1.89% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,055,669 | 43,567 | 0.01% | 0.01% | 20 | +39,668 | 3.9% | Q4 2025 | Feb 18, 2026 |
| CNO Financial Group, Inc. | History | No change | 862,000 | 35,574 | 20.16% | 23.8% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 861,750 | 35,564 | 0.01% | 0.01% | 22 | -75,000 | -8.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 832,235 | 34,346 | 0.01% | 0.01% | 23 | -22,551 | -2.64% | Q4 2025 | Feb 10, 2026 |
| Calamos Advisors LLC | History | No change | 812,805 | 33,544 | 0.13% | 0.12% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Added to | 808,459 | 33,365 | 0.11% | 0.05% | 25 | +484,309 | 149.41% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 797,035 | 32,893 | 0.04% | 0.04% | 26 | -69,089 | -7.98% | Q4 2025 | Feb 06, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 768,820 | 31,729 | 1.63% | 1.63% | 27 | -1,796 | -0.23% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 747,744 | 30,971 | 0.98% | 0.02% | 28 | +733,327 | 5086.54% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Reduced | 744,154 | 30,711 | 0.0% | 0.0% | 29 | -180,000 | -19.48% | Q4 2025 | Feb 12, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 685,882 | 28,306 | 1.33% | 0.18% | 30 | +580,165 | 548.79% | Q4 2025 | Jan 15, 2026 |
| CONNING INC. | History | No change | 641,275 | 26,465 | 0.89% | 0.89% | 31 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 617,564 | 25,477 | 0.05% | 0.04% | 32 | +157,684 | 34.29% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 609,000 | 25,133 | 0.06% | — | 33 | +609,000 | New | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 607,868 | 25,087 | 0.08% | 0.07% | 34 | +10,219 | 1.71% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 600,650 | 24,788 | 0.04% | 0.04% | 35 | +107,500 | 21.8% | Q4 2025 | Feb 12, 2026 |
| Donoghue Forlines LLC | History | Reduced | 586,350 | 24,198 | 7.48% | 7.97% | 36 | -36,029 | -5.79% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 565,480 | 23,337 | 0.02% | 0.02% | 37 | +33,228 | 6.24% | Q4 2025 | Feb 13, 2026 |
| Blackstone Inc. | History | No change | 555,591 | 22,929 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 536,851 | 22,155 | 0.02% | 0.02% | 39 | -32,160 | -5.65% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 531,514 | 21,924 | 2.16% | 2.11% | 40 | +53,150 | 11.11% | Q4 2025 | Feb 17, 2026 |
| Ninety One UK Ltd | History | Reduced | 499,591 | 20,618 | 0.04% | 0.06% | 41 | -123,674 | -19.84% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 454,158 | 18,743 | 0.7% | 0.07% | 42 | +430,055 | 1784.24% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 453,272 | 18,706 | 0.0% | 0.0% | 43 | +417,172 | 1155.6% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 439,839 | 18,156 | 0.03% | 0.03% | 44 | -70,037 | -13.74% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 382,594 | 15,790 | 0.04% | 0.04% | 45 | +27,997 | 7.9% | Q4 2025 | Feb 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 374,854 | 15,470 | 2.77% | 2.93% | 46 | +12,325 | 3.4% | Q4 2025 | Feb 06, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 374,591 | 15,459 | 0.32% | 0.31% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 371,904 | 15,348 | 6.11% | 3.64% | 48 | +164,100 | 78.97% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 371,775 | 15,343 | 0.04% | 0.02% | 49 | +233,273 | 168.43% | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 370,396 | 15,286 | 0.11% | 0.19% | 50 | -248,219 | -40.12% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | Added to | 335,974 | 13,865 | 0.25% | 0.3% | 51 | +899 | 0.27% | Q4 2025 | Jan 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 329,256 | 13,588 | 0.51% | 0.55% | 52 | -31,548 | -8.74% | Q4 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 318,902 | 13,161 | 0.01% | 0.09% | 53 | -2,782,576 | -89.72% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 315,304 | 13,013 | 0.03% | 0.03% | 54 | +19,978 | 6.76% | Q4 2025 | Feb 11, 2026 |
| Secure Asset Management, LLC | History | Added to | 314,928 | 12,997 | 2.03% | 2.02% | 55 | +18,176 | 6.12% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 311,345 | 12,849 | 0.01% | 0.02% | 56 | -76,901 | -19.81% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 305,580 | 12,611 | 0.03% | 0.03% | 57 | -6,523 | -2.09% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 304,555 | 12,568 | 0.04% | 0.04% | 58 | +25,011 | 8.95% | Q4 2025 | Feb 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 287,622 | 11,870 | 3.17% | 3.36% | 59 | +6,109 | 2.17% | Q4 2025 | Feb 04, 2026 |
| Stablepoint Partners, LLC | History | Added to | 287,083 | 11,847 | 1.85% | 1.85% | 60 | +7,296 | 2.61% | Q4 2025 | Jan 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 282,143 | 11,644 | 1.3% | 1.29% | 61 | +19,706 | 7.51% | Q4 2025 | Feb 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 270,386 | 11,156 | 1.28% | 1.31% | 62 | +13,241 | 5.15% | Q4 2025 | Feb 03, 2026 |
| ZEGA Investments, LLC | History | Reduced | 257,316 | 10,619 | 1.25% | 1.99% | 63 | -99,916 | -27.97% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 256,894 | 10,602 | 0.02% | 0.01% | 64 | +146,591 | 132.9% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 255,000 | 10,523 | 0.01% | 0.02% | 65 | -65,354 | -20.4% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 254,336 | 10,496 | 0.13% | 0.14% | 66 | -9,049 | -3.44% | Q4 2025 | Jan 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 251,506 | 10,379 | 0.74% | 0.59% | 67 | +39,822 | 18.81% | Q4 2025 | Jan 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 240,039 | 9,906 | 0.77% | 0.79% | 68 | -39,040 | -13.99% | Q4 2025 | Feb 11, 2026 |
| MRA Advisory Group | History | Added to | 239,481 | 9,883 | 4.15% | 3.92% | 69 | +23,272 | 10.76% | Q4 2025 | Jan 16, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 235,934 | 9,736 | 0.59% | 0.57% | 70 | +14,491 | 6.54% | Q4 2025 | Jan 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 224,999 | 9,285 | 0.04% | 0.03% | 71 | +29,467 | 15.07% | Q4 2025 | Feb 12, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 223,632 | 9,262 | 2.08% | 1.53% | 72 | +75,725 | 51.2% | Q4 2025 | Jan 23, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 221,016 | 9,121 | 4.15% | 4.11% | 73 | +13,875 | 6.7% | Q4 2025 | Jan 12, 2026 |
| Refined Wealth Management | History | Added to | 219,927 | 9,076 | 6.11% | 5.85% | 74 | +802 | 0.37% | Q4 2025 | Jan 15, 2026 |
| Hilltop Partners LLC | History | Added to | 218,856 | 9,032 | 2.33% | 2.55% | 75 | +13,911 | 6.79% | Q4 2025 | Feb 10, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 218,611 | 9,022 | 1.6% | 1.6% | 76 | -6,786 | -3.01% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 217,933 | 8,994 | 0.11% | 0.08% | 77 | +4,460 | 2.09% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 214,010 | 8,832 | 0.3% | — | 78 | +214,010 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 213,685 | 8,818 | 0.07% | 0.08% | 79 | -5,225 | -2.39% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 212,258 | 8,759 | 0.05% | 0.02% | 80 | +144,569 | 213.58% | Q4 2025 | Jan 29, 2026 |
| ACT Advisors, LLC. | History | New | 205,284 | 8,472 | 3.34% | — | 81 | +205,284 | New | Q4 2025 | Jan 14, 2026 |
| Graham Capital Management, L.P. | History | New | 200,000 | 8,254 | 0.2% | — | 82 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Added to | 200,000 | 8,254 | 0.47% | 0.34% | 83 | +82,000 | 69.49% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | Added to | 199,806 | 8,245 | 1.09% | 1.05% | 84 | +19,913 | 11.07% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 188,330 | 7,772 | 0.57% | 0.58% | 85 | +8,103 | 4.5% | Q4 2025 | Feb 17, 2026 |
| Canal Capital Management, LLC | History | Added to | 183,298 | 7,564 | 1.07% | 0.84% | 86 | +48,711 | 36.19% | Q4 2025 | Jan 06, 2026 |
| Austin Private Wealth, LLC | History | Added to | 181,612 | 7,495 | 0.56% | 0.51% | 87 | +18,588 | 11.4% | Q4 2025 | Jan 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 180,074 | 7,431 | 0.02% | 0.02% | 88 | -2,275 | -1.25% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 178,724 | 7,375 | 0.25% | 0.25% | 89 | +12,307 | 7.4% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 174,101 | 7,185 | 0.17% | 0.16% | 90 | +14,698 | 9.22% | Q4 2025 | Feb 13, 2026 |
| O'Connor Financial Group LLC | History | Added to | 173,157 | 7,154 | 2.85% | 2.89% | 91 | +7,320 | 4.41% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 170,548 | 7,039 | 0.21% | 0.21% | 92 | +15,099 | 9.71% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 167,300 | 6,904 | 0.04% | 0.03% | 93 | +31,132 | 22.86% | Q4 2025 | Feb 09, 2026 |
| Palogic Value Management, L.P. | History | Added to | 166,745 | 6,881 | 2.87% | 2.72% | 94 | +4,259 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 161,147 | 6,650 | 3.17% | — | 95 | +161,147 | New | Q4 2025 | Jan 09, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 159,608 | 6,587 | 2.65% | 2.63% | 96 | -664 | -0.41% | Q4 2025 | Feb 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 159,478 | 6,581 | 5.37% | — | 97 | +159,478 | New | Q4 2025 | Feb 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 156,900 | 6,475 | 0.6% | 0.5% | 98 | +17,093 | 12.23% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 156,122 | 6,443 | 0.38% | 0.37% | 99 | +4,503 | 2.97% | Q4 2025 | Feb 18, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 154,422 | 6,373 | 0.21% | 0.01% | 100 | +145,932 | 1718.87% | Q4 2025 | Feb 13, 2026 |
| Live Oak Investment Partners | History | Reduced | 154,083 | 6,359 | 3.91% | 4.64% | 101 | -14,278 | -8.48% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 147,718 | 6,096 | 0.04% | 0.04% | 102 | +11,119 | 8.14% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 146,370 | 6,053 | 0.01% | 0.01% | 103 | -19,072 | -11.53% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 146,068 | 6,028 | 0.09% | 0.09% | 104 | +3,981 | 2.8% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 144,164 | 5,949 | 0.97% | 1.04% | 105 | -5,383 | -3.6% | Q4 2025 | Jan 27, 2026 |
| Plan Group Financial, LLC | History | Added to | 132,904 | 5,484 | 1.42% | 1.15% | 106 | +29,735 | 28.82% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 131,772 | 5,438 | 0.12% | — | 107 | +131,772 | New | Q4 2025 | Feb 17, 2026 |
| NYL Investors LLC | History | New | 130,318 | 5,378 | 1.83% | — | 108 | +130,318 | New | Q4 2025 | Feb 11, 2026 |
| NewSquare Capital LLC | History | Reduced | 128,999 | 5,323 | 0.47% | 0.5% | 109 | -48,906 | -27.49% | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 127,549 | 5,263 | 1.1% | 1.2% | 110 | +349 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Aspire Private Capital, LLC | History | Added to | 127,118 | 5,246 | 1.17% | 1.08% | 111 | +8,914 | 7.54% | Q4 2025 | Jan 16, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 126,286 | 5,212 | 2.69% | 2.88% | 112 | -12,575 | -9.06% | Q4 2025 | Feb 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 125,642 | 5,185 | 0.0% | 0.0% | 113 | +30,096 | 31.5% | Q4 2025 | Feb 12, 2026 |
| Windsor Capital Management, LLC | History | Added to | 125,460 | 5,177 | 1.43% | 1.44% | 114 | +296 | 0.24% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 124,817 | 5,151 | 0.0% | 0.0% | 115 | +26,996 | 27.6% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 124,785 | 5,149 | 0.01% | 0.01% | 116 | +37,361 | 42.74% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 122,443 | 5,053 | 0.02% | — | 117 | +122,443 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 121,126 | 4,998 | 0.09% | 0.12% | 118 | -25,226 | -17.24% | Q4 2025 | Jan 16, 2026 |
| L & S Advisors Inc | History | Reduced | 121,076 | 4,996 | 0.46% | 1.69% | 119 | -302,650 | -71.43% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | No change | 120,000 | 4,952 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 114,783 | 4,737 | 0.01% | 0.08% | 121 | -1,349,596 | -92.16% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 113,581 | 4,687 | 0.04% | 0.05% | 122 | +1,870 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 113,212 | 4,672 | 0.08% | 0.1% | 123 | +1,697 | 1.52% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 113,119 | 4,668 | 0.07% | 0.02% | 124 | +65,198 | 136.05% | Q4 2025 | Feb 02, 2026 |
| Petix & Botte Co | History | Reduced | 112,890 | 4,658 | 1.06% | 1.23% | 125 | -15,542 | -12.1% | Q4 2025 | Feb 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 111,806 | 4,614 | 0.17% | 0.18% | 126 | +2,572 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 110,889 | 4,576 | 0.03% | 0.03% | 127 | -3,005 | -2.64% | Q4 2025 | Feb 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 108,370 | 4,472 | 1.29% | 0.91% | 128 | +34,125 | 45.96% | Q4 2025 | Feb 09, 2026 |
| Cynosure Group, LLC | History | Reduced | 107,158 | 4,422 | 0.45% | 0.58% | 129 | -22,168 | -17.14% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 103,961 | 4,290 | 0.01% | 0.01% | 130 | +36,213 | 53.45% | Q4 2025 | Mar 16, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 102,979 | 4,249 | 2.35% | 0.51% | 131 | +82,606 | 405.47% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 99,233 | 4,095 | 0.01% | 0.0% | 132 | +83,490 | 530.33% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 97,929 | 4,041 | 0.59% | 0.6% | 133 | +1,365 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 97,919 | 4,041 | 0.41% | 0.42% | 134 | -105 | -0.11% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 93,879 | 3,874 | 0.06% | — | 135 | +93,879 | New | Q4 2025 | Feb 13, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 92,877 | 3,833 | 2.5% | 2.38% | 136 | +5,964 | 6.86% | Q4 2025 | Feb 17, 2026 |
| Alteri Wealth LLC | History | Added to | 92,322 | 3,810 | 1.23% | 1.24% | 137 | +5,214 | 5.99% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 90,777 | 3,746 | 0.01% | 0.02% | 138 | -552 | -0.6% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 89,324 | 3,686 | 0.03% | 0.03% | 139 | +6,557 | 7.92% | Q4 2025 | Jan 05, 2026 |
| Hofer & Associates. Inc | History | Added to | 88,201 | 3,640 | 1.93% | 2.0% | 140 | +4,132 | 4.92% | Q4 2025 | Jan 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 88,153 | 3,638 | 0.1% | 0.11% | 141 | -3,313 | -3.62% | Q4 2025 | Feb 13, 2026 |
| S. R. Schill & Associates | History | Reduced | 86,616 | 3,574 | 2.52% | 2.55% | 142 | -853 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 85,978 | 3,548 | 0.06% | 0.06% | 143 | -4,718 | -5.2% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 85,539 | 3,530 | 0.01% | 0.01% | 144 | +15,836 | 22.72% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 85,423 | 3,525 | 0.21% | 0.21% | 145 | +455 | 0.54% | Q4 2025 | Feb 06, 2026 |
| EMG Holdings, L.P. | History | New | 85,300 | 3,520 | 2.6% | — | 146 | +85,300 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 85,184 | 3,515 | 0.53% | 0.36% | 147 | +28,692 | 50.79% | Q4 2025 | Jan 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 83,594 | 3,449 | 0.08% | 0.08% | 148 | +6,568 | 8.53% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 82,377 | 3,399 | 1.18% | 1.19% | 149 | +1,617 | 2.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 82,242 | 3,394 | 0.2% | 0.03% | 150 | +67,667 | 464.27% | Q4 2025 | Jan 30, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 80,226 | 3,310 | 0.67% | 0.68% | 151 | -335 | -0.42% | Q4 2025 | Jan 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 77,316 | 3,190 | 0.29% | 0.32% | 152 | -330 | -0.43% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 77,129 | 3,183 | 0.01% | 0.01% | 153 | +8,811 | 12.9% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 75,033 | 3,096 | 0.27% | 0.27% | 154 | +3,101 | 4.31% | Q4 2025 | Jan 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 74,528 | 3,075 | 0.93% | 0.96% | 155 | +38,446 | 106.55% | Q4 2025 | Feb 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 73,104 | 3,016 | 0.59% | 1.53% | 156 | -100,099 | -57.79% | Q4 2025 | Feb 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 72,215 | 2,980 | 0.34% | 0.34% | 157 | +25 | 0.03% | Q4 2025 | Jan 14, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 70,975 | 2,929 | 1.97% | 2.02% | 158 | -22 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Callodine Capital Management, LP | History | New | 70,000 | 2,888 | 0.23% | — | 159 | +70,000 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 69,483 | 2,867 | 0.07% | 0.01% | 160 | +64,428 | 1274.54% | Q4 2025 | Feb 17, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 69,409 | 2,864 | 1.41% | 1.28% | 161 | +9,364 | 15.59% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Added to | 68,189 | 2,814 | 0.12% | 0.11% | 162 | +2,752 | 4.21% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 67,951 | 2,804 | 0.39% | 0.14% | 163 | +45,372 | 200.95% | Q4 2025 | Feb 17, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | New | 65,943 | 2,721 | 0.3% | — | 164 | +65,943 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 65,706 | 2,711 | 0.19% | 0.16% | 165 | +10,151 | 18.27% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 65,627 | 2,708 | 0.04% | 0.04% | 166 | -1,162 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 63,396 | 2,616 | 0.21% | 0.27% | 167 | -10,583 | -14.31% | Q4 2025 | Jan 23, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 62,570 | 2,582 | 0.66% | 0.7% | 168 | -1,126 | -1.77% | Q4 2025 | Jan 13, 2026 |
| Risk Paradigm Group, LLC | History | New | 62,548 | 2,581 | 2.48% | — | 169 | +62,548 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 62,079 | 2,562 | 0.0% | 0.0% | 170 | -23,165 | -27.17% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 61,876 | 2,553 | 0.03% | 0.03% | 171 | +2,161 | 3.62% | Q4 2025 | Feb 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 61,532 | 2,539 | 0.12% | 0.13% | 172 | +17,024 | 38.25% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,291 | 2,529 | 0.0% | 0.0% | 173 | +8,994 | 17.2% | Q4 2025 | Feb 11, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 61,197 | 2,525 | 2.18% | 1.87% | 174 | -731 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 61,016 | 2,518 | 0.03% | 0.04% | 175 | +16,508 | 37.09% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | Added to | 60,747 | 2,507 | 0.33% | 0.35% | 176 | +298 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 60,139 | 2,481 | 0.02% | 0.02% | 178 | +2,238 | 3.87% | Q4 2025 | Feb 17, 2026 |
| Bain Capital Credit, LP | History | No change | 60,136 | 2,481 | 0.65% | 0.79% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 59,497 | 2,455 | 0.54% | 0.57% | 179 | -2,965 | -4.75% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 59,032 | 2,436 | 0.04% | 0.03% | 180 | +11,530 | 24.27% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,909 | 2,431 | 0.03% | 0.0% | 182 | +51,130 | 657.28% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 58,925 | 2,431 | 0.16% | 0.22% | 181 | -17,040 | -22.43% | Q4 2025 | Apr 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 58,873 | 2,429 | 0.02% | 0.03% | 183 | -14,331 | -19.58% | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 58,772 | 2,425 | 0.14% | 0.34% | 184 | -80,685 | -57.86% | Q4 2025 | Jan 30, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 57,875 | 2,388 | 0.0% | 0.0% | 185 | +3,760 | 6.95% | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | Added to | 57,056 | 2,354 | 0.12% | 0.12% | 186 | +8,298 | 17.02% | Q4 2025 | Feb 11, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 56,295 | 2,323 | 1.27% | 2.99% | 187 | -80,615 | -58.88% | Q4 2025 | Jan 28, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 56,068 | 2,313 | 1.36% | 1.79% | 188 | -14,894 | -20.99% | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 55,862 | 2,305 | 0.14% | 0.16% | 189 | -7,679 | -12.09% | Q4 2025 | Jan 21, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 55,645 | 2,296 | 2.26% | — | 190 | +55,645 | New | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 55,339 | 2,283 | 0.0% | 0.0% | 191 | -457 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners LLC | History | New | 54,314 | 2,248 | 0.25% | — | 192 | +54,314 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 54,056 | 2,230 | 0.06% | 0.06% | 193 | +3,732 | 7.42% | Q4 2025 | Jan 30, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 53,640 | 2,213 | 0.84% | 0.83% | 194 | +2,290 | 4.46% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 53,487 | 2,207 | 0.01% | 0.02% | 195 | -7,012 | -11.59% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 53,403 | 2,203 | 0.04% | 0.05% | 196 | -4,621 | -7.96% | Q4 2025 | Feb 02, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 51,808 | 2,138 | 0.78% | 0.77% | 197 | +2,905 | 5.94% | Q4 2025 | Jan 21, 2026 |
| Friedenthal Financial | History | Added to | 51,556 | 2,127 | 1.09% | 1.01% | 198 | +4,373 | 9.27% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Group, Inc. | History | Added to | 51,490 | 2,124 | 0.94% | 0.96% | 199 | +231 | 0.45% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 50,574 | 2,087 | 0.16% | 0.16% | 200 | -843 | -1.64% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,544 | 2,085 | 0.14% | 0.19% | 201 | -5,822 | -10.33% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 50,517 | 2,084 | 0.02% | 0.02% | 202 | +2,923 | 6.14% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 50,185 | 2,071 | 0.0% | 0.0% | 203 | -15,071 | -23.1% | Q4 2025 | Mar 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 50,034 | 2,064 | 1.31% | 1.28% | 204 | +4,035 | 8.77% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,000 | 2,063 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,185 | 2,029 | 0.01% | 0.01% | 206 | +14,066 | 40.05% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 48,919 | 2,018 | 0.0% | 0.0% | 207 | -4,278 | -8.04% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 48,650 | 2,007 | 0.0% | 0.01% | 208 | -435,291 | -89.95% | Q4 2025 | Feb 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 48,554 | 2,004 | 0.48% | 0.52% | 209 | -2,585 | -5.05% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,433 | 1,957 | 0.05% | 0.05% | 210 | +4,448 | 10.35% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 46,882 | 1,934 | 0.01% | 0.01% | 211 | +12,265 | 35.43% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 46,758 | 1,929 | 0.01% | 0.01% | 212 | +14,455 | 44.75% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 46,614 | 1,922 | 0.07% | 0.04% | 213 | +30,002 | 180.6% | Q4 2025 | Feb 13, 2026 |
| American Beacon Advisors, Inc. | History | No change | 45,799 | 1,890 | 21.18% | 32.12% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,218 | 1,866 | 0.03% | 0.03% | 215 | +238 | 0.53% | Q4 2025 | Feb 09, 2026 |
| Sagace Wealth Management LLC | History | Added to | 44,747 | 1,846 | 1.25% | 1.25% | 216 | +543 | 1.23% | Q4 2025 | Feb 02, 2026 |
| COURIER CAPITAL LLC | History | Added to | 43,736 | 1,804 | 0.1% | 0.08% | 217 | +10,515 | 31.65% | Q4 2025 | Jan 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 43,104 | 1,778 | 0.25% | 0.24% | 218 | +912 | 2.16% | Q4 2025 | Jan 26, 2026 |
| Nordwand Advisors, LLC | History | Added to | 42,327 | 1,746 | 0.31% | 0.26% | 219 | +2,420 | 6.06% | Q4 2025 | Feb 03, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 42,300 | 1,745 | 1.23% | 1.2% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 41,648 | 1,718 | 0.0% | 0.0% | 221 | -565 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 41,475 | 1,711 | 0.03% | 0.03% | 222 | -1,767 | -4.09% | Q4 2025 | Jan 13, 2026 |
| Investors Research Corp | History | Reduced | 41,453 | 1,710 | 0.31% | 0.32% | 223 | -712 | -1.69% | Q4 2025 | Jan 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 39,896 | 1,646 | 0.01% | 0.01% | 224 | -4,746 | -10.63% | Q4 2025 | Feb 13, 2026 |
| Great Waters Wealth Management | History | Added to | 39,774 | 1,641 | 0.18% | 0.18% | 225 | +3,348 | 9.19% | Q4 2025 | Jan 15, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 38,442 | 1,586 | 0.15% | 0.16% | 226 | -831 | -2.12% | Q4 2025 | Jan 23, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 38,380 | 1,583 | 0.17% | 0.18% | 227 | -399 | -1.03% | Q4 2025 | Feb 03, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 38,342 | 1,582 | 0.05% | 0.03% | 228 | +16,541 | 75.87% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,306 | 1,580 | 0.0% | 0.0% | 229 | -22,897 | -37.41% | Q4 2025 | Feb 02, 2026 |
| AXS Investments LLC | History | Added to | 38,111 | 1,572 | 0.75% | 0.69% | 230 | +100 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 37,876 | 1,568 | 0.13% | 0.13% | 231 | +2,431 | 6.86% | Q4 2025 | Jan 20, 2026 |
| North Forty Two & Co. | History | Reduced | 37,981 | 1,567 | 1.48% | 1.63% | 232 | -2,175 | -5.42% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 37,547 | 1,549 | 0.05% | 0.06% | 233 | +735 | 2.0% | Q4 2025 | Jan 30, 2026 |
| Golden State Equity Partners | History | Added to | 36,897 | 1,522 | 0.25% | 0.24% | 234 | +2,260 | 6.52% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 36,865 | 1,521 | 0.02% | 0.03% | 235 | -5,177 | -12.31% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | New | 35,725 | 1,474 | 0.14% | — | 236 | +35,725 | New | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 35,287 | 1,456 | 0.01% | 0.01% | 237 | +113 | 0.32% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 35,257 | 1,455 | 0.02% | — | 238 | +35,257 | New | Q4 2025 | Jan 29, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 34,659 | 1,430 | 0.18% | 0.25% | 239 | -5,572 | -13.85% | Q4 2025 | Feb 10, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 34,615 | 1,428 | 0.86% | 0.91% | 240 | +400 | 1.17% | Q4 2025 | Jan 09, 2026 |
| AlTi Global, Inc. | History | Reduced | 34,563 | 1,426 | 0.03% | 0.04% | 241 | -1,950 | -5.34% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 34,326 | 1,422 | 0.0% | 0.0% | 242 | +1,887 | 5.82% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 34,381 | 1,418 | 0.0% | 0.0% | 243 | +617 | 1.83% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 33,973 | 1,402 | 0.02% | 0.02% | 244 | +13,704 | 67.61% | Q4 2025 | Feb 19, 2026 |
| Napier Financial, LLC | History | New | 32,959 | 1,360 | 0.34% | — | 245 | +32,959 | New | Q4 2025 | Feb 11, 2026 |
| City Center Advisors, LLC | History | Added to | 32,440 | 1,338 | 1.23% | 1.22% | 246 | +2,183 | 7.21% | Q4 2025 | Jan 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 31,807 | 1,312 | 0.1% | 0.13% | 247 | -3,112 | -8.91% | Q4 2025 | Jan 13, 2026 |
| Csenge Advisory Group | History | Reduced | 31,289 | 1,291 | 0.06% | 0.07% | 248 | -1,636 | -4.97% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Added to | 31,047 | 1,281 | 0.38% | 0.36% | 249 | +99 | 0.32% | Q4 2025 | Jan 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,884 | 1,274 | 0.03% | 0.03% | 250 | +3,419 | 12.45% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 30,193 | 1,246 | 0.03% | 0.03% | 251 | +589 | 1.99% | Q4 2025 | Feb 03, 2026 |
| Shum Financial Group, Inc. | History | Added to | 29,986 | 1,237 | 0.89% | 0.92% | 252 | +343 | 1.16% | Q4 2025 | Jan 15, 2026 |
| McAdam, LLC | History | Added to | 29,913 | 1,234 | 0.06% | 0.05% | 253 | +3,761 | 14.38% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 29,109 | 1,201 | 0.64% | — | 254 | +29,109 | New | Q4 2025 | Jan 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 28,824 | 1,189 | 0.01% | 0.01% | 255 | -3,271 | -10.19% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 28,132 | 1,161 | 0.01% | 0.01% | 256 | +1,263 | 4.7% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Reduced | 27,847 | 1,149 | 0.05% | 0.06% | 257 | -899 | -3.13% | Q4 2025 | Feb 05, 2026 |
| Sachetta, LLC | History | Added to | 26,499 | 1,093 | 0.6% | 0.38% | 258 | +1,628 | 6.55% | Q4 2025 | Feb 02, 2026 |
| Opulen Financial Group LLC | History | Reduced | 25,911 | 1,069 | 0.78% | 0.85% | 259 | -1,062 | -3.94% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 25,369 | 1,046 | 0.06% | 0.06% | 260 | +595 | 2.4% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | New | 25,000 | 1,031 | 0.0% | — | 261 | +25,000 | New | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 24,625 | 1,016 | 0.0% | 0.0% | 262 | +568 | 2.36% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | New | 24,461 | 1,009 | 0.02% | — | 263 | +24,461 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Edge Advisors, LLC | History | New | 24,431 | 1,008 | 0.11% | — | 264 | +24,431 | New | Q4 2025 | Feb 02, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 23,800 | 982 | 0.07% | 0.08% | 265 | -2,150 | -8.29% | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 23,378 | 964 | 0.06% | 0.07% | 266 | -1,142 | -4.66% | Q4 2025 | Feb 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 23,177 | 963 | 0.31% | 0.57% | 267 | +1,179 | 5.36% | Q4 2025 | Jan 22, 2026 |
| Wagner Wealth Management, Corp | History | New | 23,324 | 962 | 0.95% | — | 268 | +23,324 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 22,418 | 925 | 0.07% | — | 269 | +22,418 | New | Q4 2025 | Mar 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 22,222 | 917 | 0.11% | 0.16% | 270 | -9,284 | -29.47% | Q4 2025 | Feb 03, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 22,059 | 910 | 0.3% | 0.28% | 271 | +381 | 1.76% | Q4 2025 | Jan 13, 2026 |
| BOS Asset Management, LLC | History | No change | 22,029 | 909 | 0.24% | 0.26% | 272 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Focus Partners Wealth | History | Added to | 21,247 | 879 | 0.0% | 0.0% | 273 | +9,965 | 88.33% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 21,099 | 870 | 0.02% | 0.02% | 274 | +375 | 1.81% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Added to | 21,041 | 868 | 0.0% | 0.0% | 275 | +2,118 | 11.19% | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 21,046 | 868 | 0.27% | 0.28% | 276 | -253 | -1.19% | Q4 2025 | Jan 22, 2026 |
| First City Capital Management, Inc. | History | Reduced | 20,680 | 853 | 0.45% | 0.47% | 277 | -155 | -0.74% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | New | 20,581 | 849 | 0.02% | — | 278 | +20,581 | New | Q4 2025 | Feb 11, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 20,464 | 844 | 0.15% | 0.15% | 279 | +548 | 2.75% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,300 | 837 | 0.01% | 0.01% | 280 | +1,309 | 6.89% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 20,200 | 833 | 0.03% | — | 281 | +20,200 | New | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,100 | 829 | 0.0% | 0.0% | 282 | +4,300 | 27.22% | Q4 2025 | Jan 15, 2026 |
| Leo Wealth, LLC | History | New | 19,851 | 819 | 0.06% | — | 283 | +19,851 | New | Q4 2025 | Jan 21, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 19,840 | 818 | 0.01% | 0.01% | 284 | +3,856 | 24.12% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 18,767 | 774 | 0.06% | 0.07% | 285 | -1,095 | -5.51% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 18,478 | 762 | 0.01% | 0.03% | 286 | -22,221 | -54.6% | Q4 2025 | Mar 12, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 18,479 | 762 | 1.7% | 1.68% | 287 | +830 | 4.7% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,152 | 749 | 0.01% | 0.01% | 288 | +11,343 | 166.59% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 18,023 | 743 | 0.02% | 0.02% | 289 | -1,718 | -8.7% | Q4 2025 | Jan 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 17,945 | 740 | 0.03% | 0.03% | 290 | +2,717 | 17.84% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | Reduced | 17,035 | 703 | 0.07% | 0.08% | 291 | -129 | -0.75% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | New | 17,042 | 702 | 0.03% | — | 292 | +17,042 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,011 | 702 | 0.0% | — | 293 | +17,011 | New | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 16,829 | 694 | 0.04% | 0.06% | 294 | -6,791 | -28.75% | Q4 2025 | Jan 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 16,633 | 686 | 0.01% | 0.01% | 295 | -269 | -1.59% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 16,468 | 679 | 0.02% | 0.02% | 296 | -62 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 16,190 | 668 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quartz Partners, LLC | History | Added to | 15,851 | 654 | 0.24% | 0.21% | 298 | +1,599 | 11.22% | Q4 2025 | Feb 13, 2026 |
| 21 West Wealth Management LLC | History | Added to | 15,834 | 653 | 0.6% | 0.59% | 299 | +850 | 5.67% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 15,808 | 652 | 0.02% | 0.02% | 300 | -1,471 | -8.51% | Q4 2025 | Jan 28, 2026 |
| Quantum Portfolio Management LLC | History | No change | 15,800 | 652 | 0.29% | 0.19% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 15,265 | 629 | 0.0% | 0.0% | 302 | -641 | -4.03% | Q4 2025 | Feb 19, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 15,068 | 621 | 0.37% | 0.36% | 303 | +1,469 | 10.8% | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 14,883 | 616 | 0.03% | 0.02% | 304 | +5,215 | 53.94% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,901 | 614 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 14,858 | 613 | 0.13% | 0.11% | 307 | +2,555 | 20.77% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,661 | 613 | 0.01% | 0.01% | 306 | -1,785 | -9.68% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,798 | 610 | 0.04% | 0.15% | 308 | -34,754 | -70.14% | Q4 2025 | Feb 11, 2026 |
| BTS Asset Management, Inc. | History | New | 14,613 | 603 | 0.82% | — | 310 | +14,613 | New | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 14,615 | 603 | 0.0% | 0.0% | 309 | -403 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,376 | 593 | 0.03% | 0.03% | 311 | +1,235 | 9.4% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 14,261 | 588 | 0.21% | 0.2% | 312 | +465 | 3.37% | Q4 2025 | Jan 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 14,209 | 586 | 0.06% | 0.04% | 313 | +6,037 | 73.87% | Q4 2025 | Feb 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,128 | 583 | 0.18% | 0.19% | 314 | +202 | 1.45% | Q4 2025 | Feb 03, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,970 | 576 | 0.02% | — | 315 | +13,970 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,823 | 570 | 0.0% | 0.0% | 316 | +9,014 | 187.44% | Q4 2025 | Feb 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 13,626 | 562 | 0.3% | — | 317 | +13,626 | New | Q4 2025 | Feb 02, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 13,481 | 556 | 0.04% | 0.03% | 318 | +3,063 | 29.4% | Q4 2025 | Feb 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 13,400 | 553 | 0.06% | 0.08% | 319 | -3,200 | -19.28% | Q4 2025 | Jan 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 13,374 | 551 | 0.04% | 0.04% | 320 | +720 | 5.69% | Q4 2025 | Jan 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 13,245 | 547 | 0.03% | 0.04% | 321 | -586 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 13,224 | 545 | 0.39% | 0.38% | 323 | +979 | 8.0% | Q4 2025 | Feb 03, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 13,213 | 545 | 0.08% | 0.08% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 13,172 | 543 | 0.34% | 0.32% | 324 | +863 | 7.01% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Added to | 12,887 | 531 | 0.02% | 0.0% | 325 | +9,735 | 308.85% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 12,701 | 524 | 0.02% | 0.02% | 326 | +1,359 | 11.98% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 12,660 | 522 | 0.23% | 0.42% | 328 | -8,183 | -39.26% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 12,668 | 522 | 0.06% | 0.07% | 327 | -1,083 | -7.88% | Q4 2025 | Jan 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 12,571 | 518 | 0.43% | 0.49% | 329 | +543 | 4.51% | Q4 2025 | Feb 02, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 12,331 | 508 | 0.05% | 0.05% | 330 | -1,485 | -10.75% | Q4 2025 | Feb 10, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 12,181 | 503 | 0.02% | 0.03% | 331 | -2,599 | -17.58% | Q4 2025 | Feb 10, 2026 |
| WealthPoint Financial, LLC | History | New | 12,121 | 500 | 0.44% | — | 332 | +12,121 | New | Q4 2025 | Feb 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,943 | 492 | 0.03% | 0.03% | 333 | +988 | 9.02% | Q4 2025 | Feb 06, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 11,786 | 486 | 0.18% | 0.12% | 334 | +3,677 | 45.34% | Q4 2025 | Jan 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 11,853 | 485 | 0.08% | 0.08% | 335 | +609 | 5.42% | Q4 2025 | Feb 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 11,691 | 482 | 0.17% | 0.19% | 336 | -798 | -6.39% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Partners, LLC | History | New | 11,641 | 480 | 0.12% | — | 337 | +11,641 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 11,590 | 478 | 0.02% | 0.01% | 338 | +1,726 | 17.5% | Q4 2025 | Jan 20, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 11,513 | 475 | 0.72% | 0.47% | 339 | +3,372 | 41.42% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 11,201 | 462 | 0.02% | 0.02% | 340 | +372 | 3.44% | Q4 2025 | Jan 26, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,085 | 457 | 0.08% | 0.08% | 341 | -27 | -0.24% | Q4 2025 | Jan 16, 2026 |
| Royal Fund Management, LLC | History | New | 11,036 | 455 | 0.04% | — | 343 | +11,036 | New | Q4 2025 | Jan 15, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | History | No change | 11,037 | 455 | 0.17% | 0.18% | 342 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Reduced | 10,879 | 448 | 0.08% | 0.09% | 344 | -240 | -2.16% | Q4 2025 | Jan 23, 2026 |
| Adams Wealth Management | History | Reduced | 10,668 | 440 | 0.09% | 0.12% | 345 | -3,242 | -23.31% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 10,668 | 440 | 0.08% | 0.12% | 346 | -3,242 | -23.31% | Q4 2025 | Feb 18, 2026 |
| ELCO Management Co., LLC | History | Reduced | 10,600 | 437 | 0.28% | 0.29% | 347 | -2,700 | -20.3% | Q4 2025 | Feb 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 10,372 | 428 | 0.17% | 0.15% | 348 | +1,881 | 22.15% | Q4 2025 | Jan 22, 2026 |
| Composition Wealth, LLC | History | Added to | 10,189 | 420 | 0.01% | 0.0% | 349 | +4,383 | 75.49% | Q4 2025 | Feb 02, 2026 |
| Florin Court Capital LLP | History | No change | 10,200 | 420 | 0.58% | 0.33% | 350 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 10,144 | 418 | 0.15% | 0.15% | 351 | +1,166 | 12.99% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 9,871 | 407 | 0.05% | 0.06% | 352 | +1,736 | 21.34% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | New | 9,846 | 406 | 0.03% | — | 353 | +9,846 | New | Q4 2025 | Jan 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 9,839 | 406 | 0.78% | 0.49% | 354 | +421 | 4.47% | Q4 2025 | Jan 21, 2026 |
| Sandro Wealth Management LLC | History | New | 9,577 | 395 | 0.33% | — | 355 | +9,577 | New | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,527 | 393 | 0.02% | 0.03% | 356 | -806 | -7.8% | Q4 2025 | Jan 28, 2026 |
| Darden Wealth Group Inc | History | Reduced | 9,500 | 392 | 0.19% | 0.21% | 357 | -150 | -1.55% | Q4 2025 | Feb 09, 2026 |
| Bank of Marin | History | Added to | 9,468 | 390 | 0.27% | 0.27% | 358 | +297 | 3.24% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 9,387 | 387 | 0.03% | 0.03% | 359 | +708 | 8.16% | Q4 2025 | Jan 05, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,340 | 385 | 0.03% | 0.03% | 361 | -376 | -3.87% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 9,353 | 385 | 0.07% | 0.06% | 360 | +225 | 2.46% | Q4 2025 | Jan 29, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 9,259 | 382 | 0.11% | 0.12% | 362 | +226 | 2.5% | Q4 2025 | Jan 20, 2026 |
| Accel Wealth Management | History | Reduced | 9,217 | 380 | 0.1% | 0.11% | 363 | -150 | -1.6% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Reduced | 9,162 | 378 | 0.0% | 0.0% | 364 | -1,841 | -16.73% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,037 | 373 | 0.01% | 0.01% | 365 | +520 | 6.11% | Q4 2025 | Jan 28, 2026 |
| Auour Investments LLC | History | New | 8,886 | 366 | 0.12% | — | 366 | +8,886 | New | Q4 2025 | Jan 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 8,657 | 357 | 0.37% | 0.39% | 368 | -2,074 | -19.33% | Q4 2025 | Jan 16, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 8,657 | 357 | 0.06% | 0.07% | 367 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 8,630 | 356 | 0.08% | 0.08% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 8,573 | 353 | 0.0% | — | 370 | +8,573 | New | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 8,565 | 353 | 0.01% | — | 371 | +8,565 | New | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 8,513 | 351 | 0.17% | — | 372 | +8,513 | New | Q4 2025 | Jan 16, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 8,343 | 344 | 0.07% | 0.07% | 373 | -189 | -2.22% | Q4 2025 | Jan 09, 2026 |
| Cumberland Partners Ltd | History | Added to | 8,324 | 343 | 0.02% | 0.02% | 374 | +250 | 3.1% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,182 | 337 | 0.0% | 0.0% | 376 | +958 | 13.26% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,169 | 337 | 0.02% | 0.02% | 375 | +3 | 0.04% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,158 | 336 | 0.0% | 0.0% | 377 | +85 | 1.05% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,139 | 335 | 0.02% | 0.03% | 379 | +1,209 | 17.45% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 8,089 | 335 | 0.01% | 0.0% | 378 | +684 | 9.24% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 8,005 | 330 | 0.06% | 0.05% | 380 | +1,918 | 31.51% | Q4 2025 | Jan 28, 2026 |
| Balefire, LLC | History | Added to | 7,842 | 323 | 0.06% | 0.06% | 381 | +86 | 1.11% | Q4 2025 | Jan 12, 2026 |
| Planned Solutions, Inc. | History | Reduced | 7,777 | 320 | 0.1% | 0.13% | 382 | -1,354 | -14.83% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Reduced | 7,698 | 318 | 0.01% | 0.04% | 383 | -20,511 | -72.71% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,687 | 317 | 0.01% | 0.01% | 385 | -826 | -9.7% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 7,700 | 317 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,651 | 315 | 0.11% | 0.14% | 386 | -1,279 | -14.32% | Q4 2025 | Feb 05, 2026 |
| Sepio Capital, LP | History | New | 7,600 | 313 | 0.02% | — | 387 | +7,600 | New | Q4 2025 | Feb 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 7,709 | 313 | 0.09% | 0.11% | 388 | -1,195 | -13.42% | Q4 2025 | Feb 09, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 7,546 | 311 | 0.02% | 0.03% | 389 | +125 | 1.68% | Q4 2025 | Feb 02, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 7,500 | 309 | 0.13% | 0.23% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 7,396 | 305 | 0.0% | 0.0% | 391 | -209 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Capital CS Group, LLC | History | Added to | 7,367 | 304 | 0.47% | 0.48% | 392 | +124 | 1.71% | Q4 2025 | Jan 09, 2026 |
| Midwest Trust Co | History | No change | 7,286 | 300 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 7,222 | 298 | 0.01% | 0.0% | 394 | +2,275 | 45.99% | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | Added to | 7,234 | 298 | 0.03% | 0.03% | 395 | +90 | 1.26% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 7,215 | 297 | 0.01% | — | 396 | +7,215 | New | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 7,188 | 296 | 0.01% | 0.01% | 397 | -984 | -12.04% | Q4 2025 | Jan 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 7,154 | 295 | 0.04% | 0.05% | 398 | -699 | -8.9% | Q4 2025 | Jan 21, 2026 |
| Richmond Investment Services, LLC | History | No change | 7,082 | 292 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,845 | 282 | 0.0% | 0.0% | 400 | -7,433 | -52.06% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,823 | 281 | 0.0% | 0.0% | 401 | +1,825 | 36.51% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 6,752 | 278 | 0.0% | — | 402 | +6,752 | New | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Added to | 6,743 | 278 | 0.01% | 0.01% | 403 | +1,633 | 31.96% | Q4 2025 | Jan 27, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 6,689 | 276 | 0.05% | 0.14% | 404 | -10,720 | -61.58% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Reduced | 6,659 | 274 | 0.0% | 0.0% | 405 | -942 | -12.39% | Q4 2025 | Jan 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 6,660 | 274 | 0.06% | 0.07% | 406 | +162 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 6,594 | 272 | 0.4% | — | 407 | +6,594 | New | Q4 2025 | Feb 06, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,580 | 271 | 0.02% | 0.03% | 408 | -1,925 | -22.63% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | New | 6,471 | 267 | 0.01% | — | 409 | +6,471 | New | Q4 2025 | Feb 19, 2026 |
| Mirador Capital Partners LP | History | Added to | 6,414 | 264 | 0.04% | 0.04% | 410 | +50 | 0.79% | Q4 2025 | Jan 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 6,384 | 263 | 0.12% | 0.1% | 411 | +864 | 15.65% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,290 | 259 | 0.01% | 0.01% | 412 | -77 | -1.21% | Q4 2025 | Feb 06, 2026 |
| Gallacher Capital Management LLC | History | New | 6,057 | 249 | 0.1% | — | 413 | +6,057 | New | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,033 | 248 | 0.02% | 0.03% | 414 | -1,652 | -21.5% | Q4 2025 | Jan 26, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 6,014 | 248 | 0.09% | 0.1% | 416 | +244 | 4.23% | Q4 2025 | Jan 26, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 6,011 | 248 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 5,992 | 247 | 0.14% | 0.15% | 418 | -18 | -0.3% | Q4 2025 | Jan 30, 2026 |
| RFG HOLDINGS, INC. | History | No change | 5,996 | 247 | 0.06% | 0.06% | 417 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | Added to | 5,912 | 243 | 0.0% | 0.0% | 419 | +126 | 2.18% | Q4 2025 | Jan 08, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,890 | 243 | 0.03% | 0.03% | 420 | -44 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 5,845 | 241 | 0.15% | 0.28% | 422 | -4,440 | -43.17% | Q4 2025 | Jan 16, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,846 | 241 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | New | 5,790 | 238 | 0.01% | — | 423 | +5,790 | New | Q4 2025 | Feb 04, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 5,474 | 225 | 0.05% | 0.07% | 424 | -517 | -8.63% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,446 | 224 | 0.0% | 0.01% | 425 | -1,426 | -20.75% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,370 | 221 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | New | 5,323 | 219 | 0.01% | — | 427 | +5,323 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,309 | 219 | 0.0% | — | 428 | +5,309 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 5,296 | 218 | 0.05% | 0.15% | 429 | -9,065 | -63.12% | Q4 2025 | Jan 28, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,303 | 218 | 0.08% | 0.08% | 430 | +41 | 0.78% | Q4 2025 | Jan 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 5,259 | 217 | 0.07% | 0.08% | 431 | -186 | -3.42% | Q4 2025 | Feb 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 5,169 | 213 | 0.15% | — | 433 | +5,169 | New | Q4 2025 | Jan 30, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 5,172 | 213 | 0.04% | 0.04% | 432 | +129 | 2.56% | Q4 2025 | Jan 26, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 5,076 | 209 | 0.06% | 0.08% | 434 | -1,161 | -18.61% | Q4 2025 | Jan 23, 2026 |
| J2 Capital Management Inc | History | New | 5,025 | 207 | 0.15% | — | 435 | +5,025 | New | Q4 2025 | Jan 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,950 | 204 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RVW Wealth, LLC | History | No change | 4,901 | 202 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cordoba Advisory Partners LLC | History | New | 4,860 | 200 | 0.05% | — | 438 | +4,860 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,747 | 195 | 0.01% | 0.01% | 439 | -65 | -1.35% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 4,365 | 180 | 0.02% | 0.03% | 440 | -345 | -7.32% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,317 | 178 | 0.04% | 0.05% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 3,950 | 163 | 0.06% | 0.06% | 442 | +451 | 12.89% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 3,406 | 140 | 0.0% | — | 443 | +3,406 | New | Q4 2025 | Feb 05, 2026 |
| YANKCOM Partnership | History | No change | 2,936 | 121 | 0.05% | 0.05% | 444 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 2,896 | 119 | 0.0% | 0.0% | 445 | +67 | 2.37% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,757 | 113 | 0.0% | 0.0% | 446 | -2,075 | -42.94% | Q4 2025 | Jan 27, 2026 |
| PALLADIEM, LLC | History | New | 2,587 | 106 | 0.1% | — | 447 | +2,587 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,347 | 96 | 0.01% | — | 448 | +2,347 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 2,043 | 84 | 0.0% | — | 449 | +2,043 | New | Q4 2025 | Feb 12, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 1,873 | 77 | 0.03% | 0.03% | 450 | -153 | -7.55% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Reduced | 1,853 | 76 | 0.0% | 0.01% | 451 | -395 | -17.57% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,540 | 63 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 1,500 | 61 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,433 | 59 | 0.01% | — | 454 | +1,433 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,412 | 58 | 0.0% | — | 455 | +1,410 | 70500.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,212 | 50 | 0.0% | 0.0% | 456 | +1,179 | 3572.73% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 1,225 | 50 | 0.04% | 0.04% | 457 | -366 | -23.0% | Q4 2025 | Mar 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,113 | 45 | 0.01% | 0.0% | 459 | +841 | 309.19% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,090 | 45 | 0.0% | 0.0% | 458 | -21 | -1.89% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | New | 1,082 | 44 | 0.0% | — | 460 | +1,082 | New | Q4 2025 | Jan 21, 2026 |
| Community Bank, N.A. | History | No change | 955 | 39 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 925 | 38 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFS Partners, LLC | History | No change | 874 | 36 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | New | 870 | 35 | 0.01% | — | 464 | +870 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 846 | 34 | 0.0% | 0.0% | 465 | +334 | 65.23% | Q4 2025 | Feb 12, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 798 | 32 | 0.01% | 0.02% | 466 | -664 | -45.42% | Q4 2025 | Jan 29, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 772 | 31 | 0.01% | — | 469 | +772 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 769 | 31 | 0.0% | — | 467 | +769 | New | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 775 | 31 | 0.02% | 0.02% | 468 | -158 | -16.93% | Q4 2025 | Feb 18, 2026 |
| Cape Investment Advisory, Inc. | History | New | 727 | 30 | 0.01% | — | 470 | +727 | New | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 704 | 29 | 0.02% | 0.02% | 471 | -11 | -1.54% | Q4 2025 | Feb 10, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 701 | 28 | 0.01% | 2.59% | 472 | -158,815 | -99.56% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Added to | 587 | 24 | 0.01% | 0.01% | 473 | +6 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 551 | 22 | 0.0% | 0.01% | 474 | -962 | -63.58% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | New | 546 | 22 | 0.0% | — | 475 | +546 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 504 | 20 | 0.0% | 0.0% | 476 | -1,165 | -69.8% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 455 | 18 | 0.01% | — | 477 | +455 | New | Q4 2025 | Jan 15, 2026 |
| EASTERN BANK | History | No change | 395 | 16 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | New | 338 | 13 | 0.0% | — | 479 | +338 | New | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 327 | 13 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 297 | 12 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 271 | 11 | 0.01% | — | 483 | +271 | New | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 274 | 11 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 251 | 10 | 0.0% | — | 484 | +251 | New | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 222 | 9 | 0.0% | — | 485 | +222 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 201 | 8 | 0.0% | 0.0% | 488 | -7 | -3.37% | Q4 2025 | Jan 26, 2026 |
| CITY HOLDING CO | History | No change | 200 | 8 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 214 | 8 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | No change | 197 | 8 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 150 | 6 | 0.01% | — | 490 | +150 | New | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 132 | 5 | 0.0% | 0.0% | 493 | +3 | 2.33% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 133 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 127 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighMark Wealth Management LLC | History | New | 105 | 4 | 0.0% | — | 494 | +105 | New | Q4 2025 | Feb 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 100 | 4 | 0.0% | — | 495 | +100 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 100 | 4 | 0.0% | 0.0% | 496 | -100 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | New | 85 | 3 | 0.0% | — | 500 | +85 | New | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 81 | 3 | 0.0% | — | 498 | +81 | New | Q4 2025 | Jan 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 79 | 3 | 0.0% | — | 501 | +57 | 259.09% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 78 | 3 | 0.0% | 0.0% | 499 | -23 | -22.77% | Q4 2025 | Jan 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Centennial Bank/AR/ | History | Reduced | 60 | 2 | 0.0% | 0.06% | 504 | -3,379 | -98.26% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 57 | 2 | 0.0% | — | 508 | +57 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 68 | 2 | 0.0% | 0.0% | 505 | +29 | 74.36% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 52 | 2 | 0.0% | 0.0% | 503 | +3 | 6.12% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 64 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| REAP Financial Group, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 47 | 1 | 0.0% | — | 513 | +47 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 32 | 1 | 0.0% | — | 511 | +32 | New | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 31 | 1 | 0.0% | — | 512 | +31 | New | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 26 | 1 | 0.0% | — | 509 | +26 | New | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Added to | 32 | 1 | 0.0% | 0.0% | 510 | +18 | 128.57% | Q4 2025 | Feb 06, 2026 |
| Corebridge Financial, Inc. | History | Closed out | 0 | 0 | — | 21.45% | — | -9,585,037 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 3.88% | — | -205,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.03% | — | -200,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 5.8% | — | -191,910 | -100.0% | Q3 2025 | Oct 08, 2025 |
| 1607 Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -162,658 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -82,250 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,935 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -40,351 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TradeWell Securities, LLC. | History | Closed out | 0 | 0 | — | 0.55% | — | -31,621 | -100.0% | Q3 2025 | Oct 09, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -26,639 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,732 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ninety One North America, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -21,718 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.11% | — | -17,615 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,267 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -14,799 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,219 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,695 | -100.0% | Q3 2025 | Nov 10, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -10,542 | -100.0% | Q3 2025 | Nov 17, 2025 |
| High Net Worth Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,850 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,441 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,780 | -100.0% | Q3 2025 | Oct 20, 2025 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,074 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,854 | -100.0% | Q3 2025 | Nov 20, 2025 |
| John W. Brooker & Co., CPAs | History | Closed out | 0 | 0 | — | 0.63% | — | -7,468 | -100.0% | Q3 2025 | Oct 16, 2025 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -7,044 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -6,577 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,107 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,941 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,895 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Melone Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,488 | -100.0% | Q3 2025 | Oct 17, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,471 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,280 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,266 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,839 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,212 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,105 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,017 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -516 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -137 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 09, 2026 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Addison Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Park Square Financial Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |