Cambria ETF Trust - SYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 36 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 | Reduced | 644,465 | 44,803 | 0.0% | 0.0% | 1 | -65,913 | -9.28% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 457,104 | 31,777 | 0.01% | 0.01% | 2 | -77,149 | -14.44% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 403,335 | 28,039 | 0.01% | 0.01% | 3 | -86,590 | -17.67% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 386,989 | 26,903 | 3.16% | 3.15% | 4 | +5,088 | 1.33% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | Added to | 362,046 | 25,169 | 0.03% | 0.04% | 5 | +10,291 | 2.93% | Q4 2025 | Feb 13, 2026 |
| Intellus Advisors LLC | History | Reduced | 352,177 | 24,483 | 3.25% | 3.43% | 6 | -13,576 | -3.71% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 313,382 | 21,786 | 0.93% | 0.72% | 7 | -2,762 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 277,809 | 19,313 | 0.57% | 0.59% | 8 | +13,825 | 5.24% | Q4 2025 | Feb 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 247,655 | 17,216 | 0.95% | 0.9% | 9 | +15,305 | 6.59% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 241,798 | 16,809 | 0.0% | 0.0% | 10 | -9,740 | -3.87% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 238,800 | 16,601 | 0.02% | 0.02% | 11 | -2,041 | -0.85% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Added to | 235,134 | 16,347 | 1.77% | 1.73% | 12 | +10,671 | 4.75% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 231,714 | 16,108 | 0.02% | 0.03% | 13 | -94,155 | -28.89% | Q4 2025 | Feb 12, 2026 |
| Verum Partners LLC | History | Added to | 223,117 | 15,511 | 3.13% | 2.76% | 14 | +33,671 | 17.77% | Q4 2025 | Jan 14, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 236,286 | 15,493 | 3.07% | 3.09% | 15 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 152,521 | 10,603 | 0.01% | 0.01% | 16 | -27,903 | -15.47% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 137,179 | 9,537 | 0.03% | 0.03% | 17 | -1,775 | -1.28% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 131,599 | 9,148 | 0.18% | 0.2% | 18 | +9,446 | 7.73% | Q4 2025 | Feb 13, 2026 |
| Atlas Wealth LLC | History | Added to | 121,727 | 8,462 | 2.57% | 2.5% | 19 | +8,910 | 7.9% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 120,555 | 8,381 | 0.0% | 0.0% | 20 | -89,308 | -42.56% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 117,367 | 8,159 | 0.09% | 0.09% | 21 | +9,353 | 8.66% | Q4 2025 | Jan 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 102,033 | 7,093 | 1.7% | 2.19% | 22 | -23,582 | -18.77% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 97,697 | 6,791 | 0.0% | 0.01% | 23 | -66,697 | -40.57% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 89,937 | 6,252 | 0.0% | 0.0% | 24 | -139,509 | -60.8% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 80,098 | 5,568 | 0.32% | 0.33% | 25 | +867 | 1.09% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 78,361 | 5,448 | 0.0% | — | 26 | +78,361 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Reduced | 74,490 | 5,178 | 0.72% | 0.91% | 27 | -15,525 | -17.25% | Q4 2025 | Jan 09, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 72,462 | 5,037 | 3.76% | 4.24% | 28 | -4,446 | -5.78% | Q4 2025 | Jan 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 68,748 | 4,779 | 0.35% | 0.37% | 29 | -109 | -0.16% | Q4 2025 | Jan 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 67,360 | 4,682 | 0.37% | 0.49% | 30 | -17,933 | -21.03% | Q4 2025 | Feb 04, 2026 |
| United Advisor Group, LLC | History | Added to | 61,293 | 4,261 | 0.53% | 0.3% | 31 | +28,723 | 88.19% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,804 | 4,157 | 0.0% | 0.0% | 32 | +1,417 | 2.43% | Q4 2025 | Feb 10, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 58,103 | 4,039 | 0.69% | 0.83% | 33 | -4,041 | -6.5% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 56,837 | 3,951 | 0.01% | 0.01% | 34 | -3,227 | -5.37% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 55,079 | 3,829 | 0.17% | 0.17% | 35 | +922 | 1.7% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,713 | 3,525 | 0.01% | 0.01% | 36 | -8,718 | -14.67% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,531 | 3,443 | 0.02% | 0.02% | 37 | -7,337 | -12.9% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,017 | 3,338 | 0.0% | 0.0% | 38 | -586 | -1.21% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,553 | 2,749 | 0.0% | 0.0% | 39 | +4,363 | 12.4% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | New | 38,973 | 2,709 | 0.12% | — | 40 | +38,973 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,718 | 2,576 | 0.0% | 0.0% | 41 | -3,642 | -9.25% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,292 | 2,383 | 0.01% | 0.01% | 42 | +3,398 | 11.0% | Q4 2025 | Feb 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 32,395 | 2,252 | 0.68% | 0.68% | 43 | +719 | 2.27% | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 29,107 | 2,023 | 0.27% | 0.27% | 44 | +800 | 2.83% | Q4 2025 | Jan 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,755 | 1,790 | 0.09% | 0.11% | 45 | -78 | -0.3% | Q4 2025 | Jan 28, 2026 |
| Aspect Partners, LLC | History | Added to | 25,034 | 1,740 | 0.76% | 0.64% | 46 | +4,395 | 21.29% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 24,667 | 1,714 | 0.01% | 0.01% | 47 | -1,045 | -4.06% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 24,558 | 1,707 | 0.06% | — | 48 | +24,558 | New | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Added to | 24,487 | 1,702 | 0.92% | 0.31% | 49 | +16,147 | 193.61% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,272 | 1,687 | 0.0% | 0.0% | 50 | +12,272 | 102.27% | Q4 2025 | Mar 16, 2026 |
| Sigma Planning Corp | History | Added to | 24,245 | 1,685 | 0.05% | 0.05% | 51 | +692 | 2.94% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 22,756 | 1,581 | 0.01% | 0.01% | 52 | -3,801 | -14.31% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,206 | 1,543 | 0.03% | 0.05% | 53 | -11,858 | -34.81% | Q4 2025 | Feb 03, 2026 |
| Sherman Wealth Management LLC | History | New | 21,507 | 1,495 | 1.3% | — | 54 | +21,507 | New | Q4 2025 | Jan 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 21,035 | 1,462 | 0.16% | 0.17% | 55 | -893 | -4.07% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 20,860 | 1,450 | 0.34% | 0.34% | 56 | +452 | 2.21% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,720 | 1,440 | 0.05% | 0.07% | 57 | -5,578 | -21.21% | Q4 2025 | Jan 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 20,617 | 1,433 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 20,507 | 1,425 | 0.86% | 0.95% | 59 | -144 | -0.7% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,076 | 1,326 | 0.03% | 0.04% | 60 | -4,271 | -18.29% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 18,951 | 1,317 | 0.0% | 0.0% | 61 | -3,696 | -16.32% | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 18,891 | 1,313 | 0.89% | 0.99% | 62 | -1,246 | -6.19% | Q4 2025 | Feb 02, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 17,675 | 1,228 | 1.03% | — | 63 | +17,675 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,267 | 1,200 | 0.0% | 0.0% | 64 | -17,247 | -49.97% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,643 | 1,157 | 0.23% | 0.24% | 65 | -466 | -2.72% | Q4 2025 | Jan 14, 2026 |
| Evanson Asset Management, LLC | History | No change | 16,483 | 1,145 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,244 | 1,129 | 0.0% | 0.0% | 67 | +103 | 0.64% | Q4 2025 | Mar 25, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,544 | 1,080 | 0.03% | 0.03% | 68 | +506 | 3.36% | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Added to | 14,895 | 1,035 | 0.31% | 0.32% | 69 | +749 | 5.29% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,665 | 1,019 | 0.01% | 0.02% | 70 | -3,602 | -19.72% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Reduced | 14,651 | 1,018 | 0.02% | 0.02% | 71 | -110 | -0.75% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 14,429 | 1,003 | 0.04% | 0.04% | 72 | -1,369 | -8.67% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,951 | 900 | 0.0% | 0.02% | 73 | -46,299 | -78.14% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,822 | 821 | 0.0% | 0.0% | 74 | +1,160 | 10.88% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 11,487 | 798 | 0.43% | 0.48% | 75 | -1,006 | -8.05% | Q4 2025 | Jan 23, 2026 |
| Valued Retirements, Inc. | History | Reduced | 10,832 | 753 | 0.74% | 1.55% | 76 | -10,260 | -48.64% | Q4 2025 | Feb 09, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 10,556 | 733 | 0.14% | 0.17% | 77 | -1,967 | -15.71% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,027 | 697 | 0.01% | 0.01% | 78 | -847 | -7.79% | Q4 2025 | Jan 22, 2026 |
| Betterment LLC | History | Reduced | 9,836 | 684 | 0.0% | 0.0% | 79 | -116 | -1.17% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,673 | 672 | 0.01% | 0.02% | 80 | -4,748 | -32.92% | Q4 2025 | Feb 03, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 8,901 | 618 | 0.06% | 0.06% | 81 | +24 | 0.27% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,620 | 599 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 7,811 | 543 | 0.26% | 0.3% | 83 | -1,095 | -12.3% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,709 | 535 | 0.0% | 0.01% | 84 | -16,031 | -67.53% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 7,329 | 509 | 0.0% | 0.01% | 85 | -8,915 | -54.88% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 6,773 | 497 | 0.06% | 0.14% | 86 | -9,432 | -58.2% | Q4 2025 | Feb 03, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 7,066 | 491 | 0.04% | 0.03% | 87 | +922 | 15.01% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 7,029 | 488 | 0.29% | 0.33% | 88 | +195 | 2.85% | Q4 2025 | Feb 11, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 6,897 | 479 | 0.14% | 0.17% | 89 | -855 | -11.03% | Q4 2025 | Jan 12, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 6,583 | 457 | 0.27% | 0.3% | 90 | -88 | -1.32% | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,388 | 444 | 0.03% | 0.03% | 91 | -243 | -3.66% | Q4 2025 | Feb 10, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,379 | 443 | 0.02% | 0.02% | 92 | +16 | 0.25% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,369 | 442 | 0.0% | 0.0% | 93 | +130 | 2.08% | Q4 2025 | Feb 17, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,078 | 422 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,891 | 409 | 0.0% | 0.0% | 95 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 5,603 | 389 | 0.06% | 0.06% | 96 | -134 | -2.34% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,539 | 385 | 0.0% | 0.0% | 97 | -1,246 | -18.36% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | No change | 5,524 | 384 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,350 | 372 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,975 | 345 | 0.0% | 0.0% | 100 | +8 | 0.16% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 4,836 | 336 | 0.01% | — | 101 | +4,836 | New | Q4 2025 | Mar 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 4,565 | 335 | 0.01% | — | 102 | +4,565 | New | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,788 | 332 | 0.05% | 0.05% | 103 | +143 | 3.08% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,552 | 316 | 0.01% | 0.01% | 104 | -262 | -5.44% | Q4 2025 | Jan 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 4,556 | 316 | 0.02% | 0.02% | 105 | +75 | 1.67% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,388 | 305 | 0.0% | 0.0% | 106 | +150 | 3.54% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Reduced | 4,357 | 303 | 0.01% | 0.01% | 107 | -954 | -17.96% | Q4 2025 | Feb 02, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 4,189 | 291 | 0.03% | 0.03% | 108 | +10 | 0.24% | Q4 2025 | Feb 13, 2026 |
| ATLas Financial Planning LLC | History | New | 4,143 | 288 | 0.28% | — | 109 | +4,143 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,067 | 282 | 0.01% | 0.01% | 110 | +8 | 0.2% | Q4 2025 | Jan 07, 2026 |
| &PARTNERS | History | Reduced | 4,042 | 280 | 0.0% | 0.0% | 111 | -1,242 | -23.5% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,830 | 266 | 0.01% | 0.01% | 112 | -165 | -4.13% | Q4 2025 | Feb 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,515 | 256 | 0.1% | 0.11% | 113 | -606 | -14.71% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,603 | 250 | 0.01% | 0.04% | 114 | -5,269 | -59.39% | Q4 2025 | Feb 04, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 3,180 | 247 | 0.09% | — | 115 | +3,180 | New | Q4 2025 | Feb 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 3,492 | 242 | 0.1% | 0.1% | 116 | +29 | 0.84% | Q4 2025 | Jan 20, 2026 |
| MSH Capital Advisors LLC | History | No change | 3,388 | 235 | 0.05% | 0.06% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,345 | 232 | 0.05% | 0.07% | 118 | -829 | -19.86% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 3,304 | 229 | 0.01% | 0.01% | 119 | -496 | -13.05% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,253 | 226 | 0.0% | 0.0% | 120 | -50 | -1.51% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,212 | 223 | 0.01% | 0.01% | 121 | +78 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,983 | 207 | 0.07% | 0.08% | 122 | -2 | -0.07% | Q4 2025 | Jan 28, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,937 | 204 | 0.01% | — | 123 | +2,937 | New | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,921 | 203 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 2,886 | 200 | 0.05% | — | 125 | +2,886 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,325 | 161 | 0.01% | — | 126 | +2,325 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,845 | 128 | 0.0% | 0.0% | 127 | +228 | 14.1% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 1,815 | 126 | 0.0% | 0.0% | 128 | -533 | -22.7% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,670 | 116 | 0.0% | 0.0% | 129 | -173 | -9.39% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 1,608 | 111 | 0.02% | — | 130 | +1,608 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | No change | 1,574 | 109 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,500 | 104 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,449 | 101 | 0.0% | 0.01% | 133 | -379 | -20.73% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,460 | 101 | 0.04% | 0.04% | 134 | +68 | 4.89% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,291 | 89 | 0.0% | 0.0% | 135 | -695 | -34.99% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,277 | 88 | 0.0% | — | 136 | +1,277 | New | Q4 2025 | Feb 05, 2026 |
| Accordant Advisory Group Inc | History | New | 1,000 | 69 | 0.05% | — | 138 | +1,000 | New | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | No change | 1,000 | 69 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 903 | 62 | 0.02% | — | 139 | +903 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 789 | 54 | 0.0% | 0.0% | 140 | +324 | 69.68% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 710 | 49 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 609 | 42 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 600 | 41 | 0.0% | — | 143 | +600 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 540 | 37 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 438 | 30 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 367 | 25 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 336 | 24 | 0.0% | — | 147 | +335 | 33500.0% | Q4 2025 | Jan 21, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 303 | 21 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 276 | 19 | 0.01% | 0.01% | 149 | +1 | 0.36% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 198 | 13 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 153 | 10 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 120 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Premier Financial Group | History | New | 82 | 5 | 0.0% | — | 154 | +82 | New | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 81 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 45 | 3 | 0.0% | 0.0% | 157 | -115 | -71.88% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 23 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,573 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,702 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Closed out | 0 | 0 | — | 0.13% | — | -6,090 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,370 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,764 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -3,384 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -3,172 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,948 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,699 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -985 | -99.9% | Q4 2025 | Feb 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -756 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Signature Equity Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LGT Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |