Sunoco LP - SUN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 24,856,265 | 1,302,716 | 7.59% | 6.71% | 1 | +766,781 | 3.18% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 8,846,679 | 463,654 | 0.07% | 0.07% | 2 | -144,630 | -1.61% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,861,688 | 307,211 | 0.04% | 0.04% | 3 | -534,026 | -8.35% | Q4 2025 | Mar 25, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,081,035 | 161,477 | 0.24% | 0.25% | 4 | -98,467 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | Added to | 2,434,594 | 127,597 | 0.5% | 0.38% | 5 | +550,618 | 29.23% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | Added to | 1,955,895 | 102,508 | 1.86% | 1.85% | 6 | +39,037 | 2.04% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,848,337 | 96,871 | 0.0% | 0.0% | 7 | +1,482,707 | 405.52% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,639,420 | 85,922 | 0.01% | 0.0% | 8 | +617,700 | 60.46% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,626,278 | 85,233 | 0.01% | 0.0% | 9 | +1,182,662 | 266.6% | Q4 2025 | Feb 11, 2026 |
| COOPERMAN LEON G | History | No change | 1,620,000 | 84,904 | 2.82% | 2.53% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 966,882 | 50,674 | 0.01% | 0.01% | 11 | -63,124 | -6.13% | Q4 2025 | Jan 29, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Reduced | 800,665 | 41,962 | 0.53% | 0.94% | 12 | -656,237 | -45.04% | Q4 2025 | Feb 17, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 725,366 | 38,016 | 3.68% | 3.37% | 13 | +76,939 | 11.87% | Q4 2025 | Feb 17, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 689,269 | 36,124 | 1.09% | 1.06% | 14 | -5,611 | -0.81% | Q4 2025 | Jan 27, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 678,623 | 35,566 | 2.63% | 3.58% | 15 | -255,514 | -27.35% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 663,394 | 34,768 | 0.0% | 0.0% | 16 | +164,876 | 33.07% | Q4 2025 | Feb 17, 2026 |
| Fractal Investments LLC | History | No change | 616,542 | 32,312 | 4.51% | 4.45% | 17 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOWEN HANES & CO INC | History | No change | 600,000 | 31,446 | 0.79% | 0.75% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 588,129 | 30,823 | 0.02% | 0.03% | 19 | -125,174 | -17.55% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 582,140 | 30,509 | 0.01% | 0.01% | 20 | -11,830 | -1.99% | Q4 2025 | Feb 13, 2026 |
| Adams Asset Advisors, LLC | History | No change | 571,547 | 29,954 | 3.94% | 3.69% | 21 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 382,521 | 20,047 | 0.01% | 0.01% | 22 | +462 | 0.12% | Q4 2025 | Feb 18, 2026 |
| Centiva Capital, LP | History | New | 279,100 | 14,627 | 0.12% | — | 23 | +279,100 | New | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 227,298 | 11,913 | 0.49% | 0.47% | 24 | -1,131 | -0.5% | Q4 2025 | Jan 12, 2026 |
| CITIGROUP INC | History | Reduced | 206,856 | 10,841 | 0.0% | 0.01% | 25 | -38,694 | -15.76% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 201,360 | 10,553 | 0.0% | 0.0% | 26 | +40,806 | 25.42% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 193,318 | 10,131 | 0.0% | 0.0% | 27 | +3,467 | 1.83% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 193,000 | 10,115 | 0.0% | 0.0% | 28 | -154,900 | -44.52% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 179,123 | 9,387 | 0.0% | 0.0% | 29 | -17,206 | -8.76% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 177,668 | 9,312 | 0.0% | — | 30 | +177,668 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 170,371 | 8,929 | 0.23% | 0.28% | 31 | -763 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Kercheville Advisors, LLC | History | Added to | 154,083 | 8,784 | 2.3% | 2.33% | 32 | +1 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 155,020 | 8,124 | 0.0% | 0.0% | 33 | +57,989 | 59.76% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 145,100 | 7,604 | 0.27% | 0.27% | 34 | -9,400 | -6.08% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 142,135 | 7,449 | 0.01% | 0.01% | 35 | +80 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 130,696 | 6,849 | 0.21% | 0.19% | 36 | +8,980 | 7.38% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 129,310 | 6,777 | 0.04% | 0.04% | 37 | +20,262 | 18.58% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 126,679 | 6,639 | 0.05% | 0.05% | 38 | +18,123 | 16.69% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 125,451 | 6,574 | 0.05% | 0.04% | 39 | +49,796 | 65.82% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 117,800 | 6,173 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caption Management, LLC | History | New | 113,300 | 5,938 | 0.04% | — | 41 | +113,300 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 100,364 | 5,260 | 0.08% | — | 42 | +100,364 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 95,300 | 4,994 | 0.0% | 0.0% | 43 | -55,304 | -36.72% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 93,206 | 4,884 | 0.07% | 0.07% | 44 | +26 | 0.03% | Q4 2025 | Feb 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 90,000 | 4,716 | 0.38% | — | 45 | +90,000 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 74,900 | 3,925 | 0.01% | 0.0% | 46 | +24,300 | 48.02% | Q4 2025 | Feb 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 71,000 | 3,721 | 0.15% | 0.14% | 47 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 61,326 | 3,203 | 0.08% | 0.06% | 48 | -1,709 | -2.71% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 57,642 | 3,021 | 0.0% | — | 49 | +57,642 | New | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 56,418 | 2,956 | 0.0% | 0.0% | 50 | -243 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 54,349 | 2,848 | 0.0% | 0.0% | 51 | +2,931 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 54,322 | 2,847 | 0.05% | 0.04% | 52 | +2,365 | 4.55% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 52,499 | 2,751 | 0.0% | 0.0% | 53 | +18,599 | 54.86% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 50,730 | 2,669 | 0.06% | 0.05% | 54 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,088 | 2,520 | 0.0% | 0.0% | 55 | +13,254 | 38.05% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 47,852 | 2,507 | 0.0% | 0.0% | 56 | -3,325 | -6.5% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 47,744 | 2,502 | 0.0% | 0.0% | 57 | -20,160 | -29.69% | Q4 2025 | Feb 17, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 41,400 | 2,169 | 0.54% | 0.59% | 58 | -2,122 | -4.88% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 41,330 | 2,167 | 0.0% | 0.0% | 59 | +182 | 0.44% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 40,309 | 2,112 | 0.0% | 0.0% | 60 | -773 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 40,000 | 2,096 | 0.01% | — | 61 | +40,000 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,841 | 2,096 | 0.0% | 0.0% | 62 | -1,127 | -2.75% | Q4 2025 | Jan 08, 2026 |
| Barnett & Company, Inc. | History | Reduced | 39,583 | 2,074 | 1.67% | 1.63% | 63 | -2,500 | -5.94% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 38,800 | 2,033 | 0.01% | — | 64 | +38,800 | New | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 38,674 | 2,026 | 0.32% | 0.29% | 65 | +1,045 | 2.78% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 38,262 | 2,005 | 0.0% | 0.0% | 66 | +915 | 2.45% | Q4 2025 | Feb 17, 2026 |
| PARK CIRCLE Co | History | No change | 36,350 | 1,905 | 1.65% | 1.52% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TIG Advisors, LLC | History | New | 35,100 | 1,839 | 0.09% | — | 68 | +35,100 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 32,508 | 1,703 | 0.01% | 0.02% | 69 | -98,828 | -75.25% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 31,545 | 1,653 | 0.0% | 0.0% | 70 | +1,290 | 4.26% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 30,500 | 1,598 | 0.13% | — | 71 | +30,500 | New | Q4 2025 | Feb 25, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,078 | 1,576 | 0.0% | 0.0% | 72 | -162 | -0.54% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,521 | 1,547 | 0.0% | 0.0% | 73 | +1,266 | 4.48% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | No change | 28,405 | 1,488 | 0.42% | 0.39% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELCO Management Co., LLC | History | Reduced | 27,780 | 1,455 | 0.92% | 0.73% | 75 | -50 | -0.18% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,525 | 1,442 | 0.01% | 0.0% | 76 | +7,716 | 38.95% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,469 | 1,440 | 0.0% | 0.0% | 77 | +1,057 | 4.0% | Q4 2025 | Feb 05, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 27,200 | 1,425 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,444 | 1,333 | 0.02% | 0.02% | 79 | -1,138 | -4.28% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 25,356 | 1,328 | 0.0% | 0.0% | 80 | +6,722 | 36.07% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,623 | 1,238 | 0.0% | 0.0% | 81 | +412 | 1.78% | Q4 2025 | Feb 02, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 22,780 | 1,193 | 0.8% | 0.8% | 82 | -1,495 | -6.16% | Q4 2025 | Jan 22, 2026 |
| CSS LLC/IL | History | Reduced | 22,054 | 1,155 | 0.05% | 0.06% | 83 | -5,847 | -20.96% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 21,422 | 1,122 | 0.0% | — | 84 | +21,422 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | No change | 21,164 | 1,109 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Added to | 20,763 | 1,088 | 0.21% | 0.17% | 86 | +1,275 | 6.54% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,571 | 1,078 | 0.0% | 0.0% | 87 | -1,838 | -8.2% | Q4 2025 | Feb 06, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 20,000 | 1,048 | 0.38% | 0.39% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,984 | 994 | 0.0% | 0.0% | 89 | -40 | -0.21% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,790 | 984 | 0.03% | 0.04% | 90 | -901 | -4.58% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,795 | 932 | 0.0% | 0.0% | 91 | -1,188 | -6.26% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 17,057 | 893 | 0.0% | 0.0% | 92 | +134 | 0.79% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 16,911 | 886 | 0.0% | — | 93 | +16,911 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,569 | 868 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,350 | 856 | 0.0% | 0.0% | 95 | +450 | 2.83% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,910 | 833 | 0.0% | — | 96 | +15,910 | New | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,848 | 830 | 0.0% | 0.0% | 97 | -18 | -0.11% | Q4 2025 | Feb 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 15,300 | 801 | 0.25% | 0.23% | 98 | +94 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Linscomb Wealth, Inc. | History | No change | 14,740 | 772 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 14,450 | 757 | 0.02% | 0.04% | 100 | -13,390 | -48.1% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 14,426 | 756 | 0.02% | 0.03% | 101 | -7,104 | -33.0% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,333 | 751 | 0.02% | 0.02% | 102 | -964 | -6.3% | Q4 2025 | Feb 03, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 14,159 | 742 | 0.31% | 0.29% | 103 | +541 | 3.97% | Q4 2025 | Jan 14, 2026 |
| M&T BANK CORP | History | No change | 13,106 | 686 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,000 | 681 | 0.0% | 0.0% | 105 | -833 | -6.02% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Reduced | 12,972 | 679 | 0.02% | 0.02% | 106 | -956 | -6.86% | Q4 2025 | Jan 30, 2026 |
| BOKF, NA | History | No change | 12,183 | 638 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 11,745 | 615 | 0.42% | 0.41% | 108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,624 | 609 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,138 | 583 | 0.04% | 0.05% | 110 | +77 | 0.7% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,064 | 579 | 0.01% | 0.01% | 111 | +1,093 | 10.96% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,974 | 575 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,656 | 558 | 0.0% | 0.0% | 113 | +1,165 | 12.27% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 10,597 | 555 | 0.01% | 0.01% | 114 | -667 | -5.92% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,602 | 555 | 0.01% | 0.01% | 116 | +50 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,595 | 555 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,464 | 548 | 0.0% | 0.0% | 117 | -2,894 | -21.66% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,059 | 527 | 0.01% | 0.01% | 118 | +32 | 0.32% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,963 | 522 | 0.04% | 0.04% | 119 | +61 | 0.62% | Q4 2025 | Feb 11, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 9,860 | 516 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 9,758 | 511 | 0.01% | 0.01% | 121 | -515 | -5.01% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,720 | 509 | 0.01% | 0.01% | 122 | +205 | 2.15% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,619 | 504 | 0.02% | 0.02% | 123 | +322 | 3.46% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 9,191 | 481 | 0.01% | 0.01% | 124 | -809 | -8.09% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,184 | 481 | 0.01% | 0.01% | 125 | -173 | -1.85% | Q4 2025 | Jan 20, 2026 |
| DAVIDSON TRUST CO | History | No change | 9,000 | 471 | 0.2% | 0.19% | 126 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PSI Advisors, LLC | History | Reduced | 8,892 | 466 | 0.12% | 0.12% | 127 | -139 | -1.54% | Q4 2025 | Feb 09, 2026 |
| Cypress Capital Group | History | No change | 8,620 | 451 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 8,563 | 448 | 0.01% | 0.0% | 129 | +4,143 | 93.73% | Q4 2025 | Mar 12, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 8,500 | 445 | 0.09% | 0.13% | 130 | -4,500 | -34.62% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,470 | 443 | 0.0% | 0.0% | 131 | +1,087 | 14.72% | Q4 2025 | Feb 17, 2026 |
| Cohen Capital Management, Inc. | History | No change | 8,210 | 430 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SFMG, LLC | History | Added to | 8,200 | 429 | 0.03% | 0.02% | 134 | +2,000 | 32.26% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 8,190 | 429 | 0.0% | 0.0% | 133 | +1,493 | 22.29% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | No change | 8,093 | 424 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 8,020 | 420 | 0.25% | 0.28% | 136 | -1,016 | -11.24% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,893 | 413 | 0.0% | 0.0% | 137 | +153 | 1.98% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,628 | 399 | 0.0% | 0.0% | 138 | +548 | 7.74% | Q4 2025 | Feb 18, 2026 |
| Midwest Trust Co | History | No change | 7,595 | 398 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,396 | 387 | 0.01% | 0.0% | 140 | -70 | -0.94% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 70,040 | 378 | 0.0% | 0.0% | 141 | +55,035 | 366.78% | Q4 2025 | Mar 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 7,145 | 374 | 0.0% | 0.0% | 142 | -500 | -6.54% | Q4 2025 | Feb 06, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 7,038 | 368 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,908 | 362 | 0.0% | 0.0% | 144 | +7 | 0.1% | Q4 2025 | Feb 18, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 6,873 | 360 | 0.05% | 0.05% | 145 | -353 | -4.89% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,839 | 358 | 0.01% | 0.01% | 146 | -665 | -8.86% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 6,796 | 356 | 0.1% | 0.14% | 147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 6,000 | 345 | 0.12% | 0.09% | 148 | +1,000 | 20.0% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,570 | 344 | 0.01% | 0.01% | 149 | -239 | -3.51% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,426 | 336 | 0.0% | 0.0% | 150 | -6 | -0.09% | Q4 2025 | Feb 02, 2026 |
| Avid Wealth Partners LLC | History | No change | 6,398 | 335 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,348 | 332 | 0.0% | 0.0% | 152 | +2,095 | 49.26% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,260 | 328 | 0.0% | — | 153 | +6,260 | New | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | New | 6,190 | 324 | 0.0% | — | 154 | +6,190 | New | Q4 2025 | Feb 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,143 | 321 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 6,122 | 320 | 0.35% | — | 156 | +6,122 | New | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | No change | 6,000 | 314 | 0.07% | 0.12% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,942 | 311 | 0.0% | 0.0% | 159 | -1,898 | -24.21% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,939 | 311 | 0.01% | 0.01% | 158 | +548 | 10.17% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Added to | 5,828 | 305 | 0.01% | 0.0% | 160 | +999 | 20.69% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 5,728 | 300 | 0.02% | 0.04% | 161 | -3,211 | -35.92% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 5,701 | 298 | 0.01% | 0.01% | 162 | +15 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,684 | 297 | 0.04% | 0.04% | 164 | +49 | 0.87% | Q4 2025 | Jan 26, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 5,680 | 297 | 0.18% | 0.19% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | New | 5,659 | 296 | 0.01% | — | 165 | +5,659 | New | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Reduced | 5,645 | 295 | 0.0% | 0.0% | 166 | -72 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 5,621 | 294 | 0.0% | — | 167 | +5,621 | New | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | No change | 5,595 | 293 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,536 | 290 | 0.03% | 0.03% | 169 | -14 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,957 | 289 | 0.05% | 0.0% | 170 | +4,899 | 8446.55% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,500 | 288 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 5,475 | 286 | 0.12% | 0.1% | 172 | +1,093 | 24.94% | Q4 2025 | Jan 16, 2026 |
| Carnegie Investment Counsel | History | No change | 5,394 | 282 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,233 | 274 | 0.02% | 0.02% | 174 | -529 | -9.18% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,158 | 270 | 0.01% | 0.01% | 175 | -2,294 | -30.78% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 5,140 | 269 | 0.0% | — | 176 | +5,140 | New | Q4 2025 | Feb 05, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 5,000 | 262 | 0.21% | 0.08% | 177 | +3,000 | 150.0% | Q4 2025 | Jan 08, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,983 | 261 | 0.01% | 0.01% | 178 | -1,178 | -19.12% | Q4 2025 | Jan 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,927 | 258 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 4,933 | 258 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | New | 4,877 | 255 | 0.0% | — | 182 | +4,877 | New | Q4 2025 | Feb 06, 2026 |
| Willis Investment Counsel | History | No change | 4,883 | 255 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crumly & Associates Inc. | History | No change | 4,711 | 246 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 4,679 | 245 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 4,584 | 240 | 0.01% | 0.01% | 185 | -1,000 | -17.91% | Q4 2025 | Feb 04, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 4,538 | 237 | 0.05% | 0.05% | 186 | +3 | 0.07% | Q4 2025 | Jan 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 4,508 | 236 | 0.02% | 0.02% | 187 | -204 | -4.33% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,439 | 232 | 0.0% | 0.01% | 188 | -183 | -3.96% | Q4 2025 | Feb 02, 2026 |
| Liberty Capital Management, Inc. | History | No change | 4,384 | 229 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,380 | 229 | 0.11% | 0.12% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,348 | 227 | 0.0% | 0.0% | 192 | -283 | -6.11% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,343 | 227 | 0.0% | 0.0% | 191 | +69 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Lee Financial Co | History | Reduced | 4,324 | 226 | 0.03% | 0.16% | 193 | -21,381 | -83.18% | Q4 2025 | Jan 22, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 4,257 | 223 | 0.03% | 0.03% | 194 | +7 | 0.16% | Q4 2025 | Jan 21, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,253 | 222 | 0.04% | 0.04% | 195 | +4 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,190 | 219 | 0.0% | 0.0% | 197 | -2,028 | -32.61% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | Reduced | 4,176 | 219 | 0.06% | 0.07% | 196 | -1,492 | -26.32% | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,142 | 217 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,089 | 214 | 0.13% | — | 199 | +4,089 | New | Q4 2025 | Feb 11, 2026 |
| First Trust Capital Management L.P. | History | New | 3,858 | 202 | 0.01% | — | 200 | +3,858 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,736 | 195 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 3,164 | 165 | 0.02% | — | 202 | +3,164 | New | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 157 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,713 | 142 | 0.0% | 0.0% | 204 | +1,655 | 156.43% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,700 | 141 | 0.01% | — | 205 | +2,700 | New | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,477 | 129 | 0.0% | 0.0% | 206 | +700 | 39.39% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | Added to | 2,405 | 126 | 0.08% | 0.08% | 207 | +5 | 0.21% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 2,208 | 115 | 0.0% | 0.0% | 208 | +1,908 | 636.0% | Q4 2025 | Feb 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 2,000 | 105 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,909 | 100 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,814 | 95 | 0.0% | — | 211 | +1,814 | New | Q4 2025 | Feb 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,800 | 94 | 0.08% | 0.07% | 212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,780 | 93 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,710 | 89 | 0.0% | 0.0% | 214 | +77 | 4.72% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,653 | 86 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,569 | 82 | 0.0% | 0.0% | 216 | +823 | 110.32% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 1,350 | 70 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,313 | 68 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cresta Advisors, Ltd. | History | New | 1,222 | 64 | 0.03% | — | 219 | +1,222 | New | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,200 | 62 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,200 | 62 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 1,124 | 58 | 0.0% | 0.0% | 222 | +85 | 8.18% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | No change | 1,022 | 53 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Added to | 1,007 | 52 | 0.01% | 0.01% | 224 | +17 | 1.72% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 853 | 44 | 0.01% | 0.0% | 225 | +710 | 496.5% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 796 | 41 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 800 | 41 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 762 | 39 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 692 | 36 | 0.0% | 0.0% | 229 | +11 | 1.62% | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | No change | 690 | 36 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 650 | 34 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 626 | 32 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | No change | 625 | 32 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 602 | 31 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 572 | 30 | 0.0% | — | 237 | +572 | New | Q4 2025 | Feb 09, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 574 | 30 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 575 | 30 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CENTRAL TRUST Co | History | No change | 560 | 29 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 500 | 26 | 0.01% | — | 239 | +500 | New | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | No change | 500 | 26 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avalon Trust Co | History | No change | 500 | 26 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 500 | 26 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 455 | 24 | 0.0% | 0.0% | 243 | +44 | 10.71% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | No change | 400 | 21 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 406 | 21 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 330 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 330 | 17 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 291 | 15 | 0.0% | 0.0% | 248 | -19 | -6.13% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 275 | 14 | 0.01% | 0.0% | 250 | -410 | -59.85% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 268 | 14 | 0.0% | 0.0% | 251 | -4 | -1.47% | Q4 2025 | Jan 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 281 | 14 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 257 | 13 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 235 | 13 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 241 | 12 | 0.0% | 0.0% | 255 | +4 | 1.69% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 231 | 12 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 218 | 11 | 0.0% | 0.0% | 256 | +3 | 1.4% | Q4 2025 | Jan 08, 2026 |
| Rossby Financial, LCC | History | No change | 200 | 10 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 188 | 9 | 0.0% | 0.0% | 261 | +101 | 116.09% | Q4 2025 | Jan 05, 2026 |
| Coastline Trust Co | History | No change | 180 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | No change | 190 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 181 | 9 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 176 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 146 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 120 | 6 | 0.0% | — | 264 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 110 | 5 | 0.0% | 0.0% | 265 | -110 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 106 | 5 | 0.0% | — | 268 | +106 | New | Q4 2025 | Feb 10, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 98 | 5 | 0.01% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 80 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hilltop National Bank | History | No change | 80 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 53 | 2 | 0.0% | — | 274 | +53 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 57 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 40 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rudius Management LP | History | No change | 33 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -662,929 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -395,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -93,100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.05% | — | -91,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Finer Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.77% | — | -30,780 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Orange Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,872 | -100.0% | Q3 2025 | Oct 21, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -4,639 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,457 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,363 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,040 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,685 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,666 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,104 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -641 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 02, 2025 |
| DV Trading LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |