T. Rowe Price Exchange-Traded Funds, Inc. - TCAF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,069,107 | 730,343 | 0.08% | 0.07% | 1 | +1,799,525 | 10.42% | Q4 2025 | Feb 17, 2026 |
| McCarthy & Cox | History | Reduced | 15,909 | 608,061 | 7.37% | 8.88% | 2 | -1,016,207 | -98.46% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 14,929,038 | 570,587 | 0.16% | 0.14% | 3 | +1,969,844 | 15.2% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,415,994 | 206,999 | 0.06% | 0.07% | 4 | -462,171 | -7.86% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,233,638 | 200,029 | 0.27% | 0.24% | 5 | +240,368 | 4.81% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,531,473 | 134,972 | 0.02% | 0.02% | 6 | +242,301 | 7.37% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,381,337 | 129,253 | 0.19% | 0.16% | 7 | +216,958 | 6.86% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,290,868 | 125,777 | 0.01% | 0.01% | 8 | +239,586 | 7.85% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,796,816 | 106,894 | 0.17% | 0.17% | 9 | +30,965 | 1.12% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,545,999 | 97,308 | 0.1% | 0.1% | 10 | -5,202 | -0.2% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,444,654 | 93,435 | 0.02% | — | 11 | +2,444,654 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,151,801 | 83,296 | 0.11% | 0.11% | 12 | +177,483 | 8.99% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,769,973 | 67,648 | 0.01% | 0.01% | 13 | -44,168 | -2.43% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,725,352 | 65,943 | 0.17% | 0.19% | 14 | -120,293 | -6.52% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,713,345 | 65,484 | 0.0% | 0.0% | 15 | +268,135 | 18.55% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,634,740 | 62,479 | 0.04% | 0.03% | 16 | +328,144 | 25.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,440,175 | 55,043 | 0.05% | 0.05% | 17 | +10,909 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,384,522 | 52,916 | 0.06% | 0.05% | 18 | +303,211 | 28.04% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,373,296 | 52,487 | 0.0% | 0.0% | 19 | -703,371 | -33.87% | Q4 2025 | Feb 11, 2026 |
| CPC Advisors, LLC | History | Added to | 1,359,001 | 51,940 | 5.24% | 5.39% | 20 | +3,150 | 0.23% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,314,930 | 50,167 | 0.01% | 0.01% | 21 | +144,229 | 12.32% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,279,661 | 48,908 | 0.89% | 0.96% | 22 | -7,281 | -0.57% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,187,582 | 45,388 | 0.87% | 0.59% | 23 | +402,298 | 51.23% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,159,901 | 44,331 | 1.45% | 1.24% | 24 | +201,929 | 21.08% | Q4 2025 | Feb 13, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 1,095,812 | 41,881 | 11.25% | 8.49% | 25 | +255,566 | 30.42% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,029,276 | 39,338 | 5.49% | — | 26 | +1,029,276 | New | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 1,010,843 | 38,634 | 0.01% | 0.0% | 27 | +267,154 | 35.92% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 905,301 | 34,600 | 0.71% | 0.86% | 28 | -366,614 | -28.82% | Q4 2025 | Feb 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 902,349 | 34,487 | 13.43% | 13.62% | 29 | +52,612 | 6.19% | Q4 2025 | Jan 28, 2026 |
| TTP Investments, Inc. | History | Reduced | 824,289 | 31,504 | 10.28% | 17.16% | 30 | -733,702 | -47.09% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 787,017 | 30,079 | 0.14% | 0.12% | 31 | +148,360 | 23.23% | Q4 2025 | Feb 17, 2026 |
| Souders Financial Advisors | History | Added to | 741,865 | 28,354 | 3.25% | 3.25% | 32 | +16,739 | 2.31% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 732,336 | 27,989 | 0.27% | 0.29% | 33 | -26,669 | -3.51% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 706,012 | 26,983 | 0.11% | 0.12% | 34 | +23,963 | 3.51% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 691,712 | 26,437 | 0.02% | 0.01% | 35 | +124,134 | 21.87% | Q4 2025 | Feb 10, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 575,554 | 21,997 | 11.48% | 13.1% | 36 | +34,382 | 6.35% | Q4 2025 | Feb 03, 2026 |
| ADE, LLC | History | Added to | 556,039 | 21,251 | 10.29% | 10.1% | 37 | +25,883 | 4.88% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 546,080 | 20,871 | 1.99% | 2.0% | 38 | +6,046 | 1.12% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 528,188 | 20,187 | 0.05% | 0.04% | 39 | +90,653 | 20.72% | Q4 2025 | Feb 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 525,983 | 20,103 | 1.32% | 1.33% | 40 | -2,880 | -0.54% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 485,896 | 18,570 | 0.63% | 0.65% | 41 | -12,358 | -2.48% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 474,940 | 18,152 | 1.04% | — | 42 | +474,940 | New | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 470,461 | 17,981 | 0.83% | 0.72% | 43 | +75,947 | 19.25% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 441,925 | 16,890 | 2.31% | 2.43% | 44 | -14,566 | -3.19% | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | Added to | 435,603 | 16,648 | 0.29% | 0.28% | 45 | +16,648 | 3.97% | Q4 2025 | Jan 14, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 410,943 | 15,706 | 11.72% | 11.51% | 46 | +30,545 | 8.03% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Added to | 391,792 | 14,975 | 0.46% | 0.4% | 47 | +31,752 | 8.82% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 391,530 | 14,964 | 0.21% | 0.22% | 48 | +9,190 | 2.4% | Q4 2025 | Feb 02, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 390,873 | 14,939 | 0.07% | 0.07% | 49 | +36,544 | 10.31% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 383,875 | 14,671 | 0.09% | 0.09% | 50 | +8,466 | 2.26% | Q4 2025 | Jan 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 383,326 | 14,650 | 1.32% | 1.31% | 51 | +31,560 | 8.97% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 365,403 | 13,975 | 0.23% | 0.21% | 52 | +34,087 | 10.29% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 361,577 | 13,819 | 0.02% | 0.02% | 53 | +23,551 | 6.97% | Q4 2025 | Mar 16, 2026 |
| Harfst & Associates, Inc. | History | Added to | 355,221 | 13,576 | 2.45% | 2.23% | 54 | +34,417 | 10.73% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 351,421 | 13,431 | 4.66% | 5.2% | 55 | -14,609 | -3.99% | Q4 2025 | Jan 12, 2026 |
| IFG Advisory, LLC | History | Reduced | 344,120 | 13,152 | 0.57% | 0.61% | 56 | -9,269 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 342,637 | 13,095 | 0.74% | 0.75% | 57 | -499 | -0.15% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 338,943 | 12,954 | 0.0% | 0.0% | 58 | +37,682 | 12.51% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 329,503 | 12,593 | 0.69% | 0.69% | 59 | +6,465 | 2.0% | Q4 2025 | Jan 13, 2026 |
| Forge Financial Services LLC | History | Added to | 316,641 | 12,102 | 5.17% | 5.61% | 60 | +1,596 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 309,197 | 11,817 | 1.26% | 1.2% | 61 | +16,977 | 5.81% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 304,262 | 11,628 | 0.03% | 0.01% | 62 | +174,188 | 133.91% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 299,867 | 11,460 | 0.09% | 0.11% | 63 | +208 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 294,828 | 11,268 | 0.05% | — | 64 | +294,828 | New | Q4 2025 | Feb 05, 2026 |
| Advocate Investing Services LLC | History | New | 283,904 | 10,850 | 9.72% | — | 65 | +283,904 | New | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 282,873 | 10,811 | 3.45% | 3.43% | 66 | -3,117 | -1.09% | Q4 2025 | Feb 09, 2026 |
| 4J Wealth Management LLC | History | Added to | 279,558 | 10,684 | 6.12% | 5.93% | 67 | +11,974 | 4.47% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 278,571 | 10,646 | 0.01% | 0.01% | 68 | +24,671 | 9.72% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 484,204 | 10,292 | 0.02% | 0.02% | 69 | +236,513 | 95.49% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 264,933 | 10,125 | 0.04% | 0.02% | 70 | +135,997 | 105.48% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 253,340 | 9,682 | 0.16% | 0.19% | 71 | +10,390 | 4.28% | Q4 2025 | Mar 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 253,235 | 9,678 | 0.51% | 0.59% | 72 | +3,997 | 1.6% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Added to | 252,587 | 9,653 | 0.71% | 0.71% | 73 | +6,034 | 2.45% | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 248,183 | 9,485 | 2.2% | 2.13% | 74 | +3,826 | 1.57% | Q4 2025 | Feb 17, 2026 |
| Ledyard National Bank | History | Added to | 230,427 | 8,806 | 0.76% | 0.77% | 75 | +1,028 | 0.45% | Q4 2025 | Jan 21, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 225,887 | 8,633 | 5.83% | 5.47% | 76 | +7,613 | 3.49% | Q4 2025 | Feb 04, 2026 |
| NCM Capital Management, LLC | History | Added to | 222,971 | 8,521 | 3.16% | 2.61% | 77 | +44,490 | 24.93% | Q4 2025 | Mar 02, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 221,117 | 8,456 | 1.86% | 1.83% | 78 | +2,538 | 1.16% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 220,289 | 8,419 | 0.24% | 0.41% | 79 | +46,022 | 26.41% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 217,414 | 8,309 | 0.47% | 0.45% | 80 | +16,996 | 8.48% | Q4 2025 | Feb 10, 2026 |
| Carson Advisory Inc. | History | Added to | 210,373 | 8,040 | 4.18% | 3.78% | 81 | +24,393 | 13.12% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 207,235 | 7,920 | 0.38% | 0.36% | 82 | +10,689 | 5.44% | Q4 2025 | Jan 20, 2026 |
| V2 Financial group LLC | History | Added to | 183,047 | 6,996 | 3.45% | 3.19% | 83 | +30,357 | 19.88% | Q4 2025 | Jan 21, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 178,743 | 6,831 | 1.32% | 1.38% | 84 | +6,464 | 3.75% | Q4 2025 | Feb 05, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 178,235 | 6,812 | 1.27% | 1.19% | 85 | +14,711 | 9.0% | Q4 2025 | Jan 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 168,237 | 6,430 | 0.05% | 0.05% | 86 | +3,348 | 2.03% | Q4 2025 | Jan 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 168,040 | 6,422 | 0.38% | 0.39% | 87 | +1,846 | 1.11% | Q4 2025 | Feb 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 162,604 | 6,214 | 0.97% | 0.91% | 88 | +30,627 | 23.21% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 160,406 | 6,130 | 1.16% | 1.08% | 89 | +8,548 | 5.63% | Q4 2025 | Feb 12, 2026 |
| Paragon Advisors, LLC | History | Added to | 159,736 | 6,105 | 1.66% | 1.25% | 90 | +31,357 | 24.43% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 158,460 | 6,056 | 0.07% | 0.05% | 91 | +8,921 | 5.97% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 156,399 | 5,977 | 0.11% | 0.14% | 92 | -14,659 | -8.57% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 148,268 | 5,666 | 1.32% | — | 93 | +148,268 | New | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 146,000 | 5,580 | 0.03% | 0.02% | 94 | +25,603 | 21.27% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 143,571 | 5,487 | 0.25% | 0.25% | 95 | +2,964 | 2.11% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 141,451 | 5,406 | 0.16% | 0.11% | 96 | +55,076 | 63.76% | Q4 2025 | Feb 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 139,779 | 5,342 | 0.49% | 0.46% | 97 | +7,625 | 5.77% | Q4 2025 | Jan 29, 2026 |
| Southland Equity Partners LLC | History | Added to | 137,085 | 5,239 | 1.03% | 1.04% | 98 | +1,339 | 0.99% | Q4 2025 | Jan 14, 2026 |
| Lighthouse Financial LLC | History | Added to | 136,143 | 5,203 | 3.4% | 2.97% | 99 | +16,788 | 14.07% | Q4 2025 | Feb 17, 2026 |
| Atlas Wealth LLC | History | Added to | 134,938 | 5,157 | 1.57% | 1.48% | 100 | +13,109 | 10.76% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 132,821 | 5,076 | 0.01% | 0.0% | 101 | +56,903 | 74.95% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 130,211 | 4,976 | 0.06% | 0.05% | 102 | +20,488 | 18.67% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 130,036 | 4,969 | 0.07% | 0.07% | 103 | +3,317 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 126,593 | 4,838 | 2.46% | 2.48% | 104 | +8,644 | 7.33% | Q4 2025 | Jan 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 125,131 | 4,782 | 0.17% | 0.16% | 105 | +3,416 | 2.81% | Q4 2025 | Jan 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 120,084 | 4,589 | 0.54% | 0.59% | 106 | -9,909 | -7.62% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 119,099 | 4,551 | 0.03% | 0.03% | 107 | +239 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 115,055 | 4,397 | 0.89% | 0.86% | 108 | +6,858 | 6.34% | Q4 2025 | Feb 03, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 114,514 | 4,376 | 2.94% | 2.56% | 109 | +19,435 | 20.44% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 112,172 | 4,287 | 0.12% | 0.1% | 110 | +14,545 | 14.9% | Q4 2025 | Jan 30, 2026 |
| Centerpoint Advisory Group | History | Added to | 112,075 | 4,283 | 3.3% | 3.1% | 111 | +6,375 | 6.03% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 110,593 | 4,226 | 0.55% | 0.59% | 112 | +217 | 0.2% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 106,091 | 4,054 | 0.03% | 0.04% | 113 | +1,306 | 1.25% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 104,727 | 4,002 | 0.28% | 0.27% | 114 | +13,156 | 14.37% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 102,825 | 3,929 | 0.02% | 0.01% | 115 | +49,160 | 91.61% | Q4 2025 | Feb 13, 2026 |
| Harbor Group, Inc. | History | Added to | 101,436 | 3,876 | 0.58% | 0.48% | 116 | +20,592 | 25.47% | Q4 2025 | Jan 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,227,926 | 3,774 | 0.01% | 0.01% | 117 | +3,128,773 | 3155.5% | Q4 2025 | Mar 09, 2026 |
| SVRN Asset Management, LLC | History | New | 97,447 | 3,724 | 3.07% | — | 118 | +97,447 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 97,199 | 3,714 | 0.0% | 0.0% | 119 | +7,580 | 8.46% | Q4 2025 | Feb 02, 2026 |
| SFM, LLC | History | Reduced | 94,523 | 3,612 | 2.12% | 2.18% | 120 | -4,799 | -4.83% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 89,806 | 3,432 | 0.04% | 0.05% | 121 | +17,674 | 24.5% | Q4 2025 | Jan 29, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 88,385 | 3,378 | 1.88% | 2.3% | 122 | +438 | 0.5% | Q4 2025 | Jan 28, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 88,154 | 3,369 | 0.78% | 0.77% | 123 | +3,632 | 4.3% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 87,558 | 3,346 | 0.08% | 0.02% | 124 | +65,174 | 291.16% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 87,414 | 3,340 | 0.04% | 0.04% | 125 | -10 | -0.01% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,479 | 3,190 | 0.0% | 0.01% | 126 | +2,248 | 2.77% | Q4 2025 | Feb 18, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 80,387 | 3,072 | 1.09% | 1.07% | 127 | +1,253 | 1.58% | Q4 2025 | Jan 23, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 79,791 | 3,049 | 0.46% | 0.44% | 128 | +2,234 | 2.88% | Q4 2025 | Feb 12, 2026 |
| HFG Advisors, Inc. | History | Reduced | 76,987 | 2,942 | 2.13% | 2.15% | 129 | -482 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 76,849 | 2,937 | 0.28% | 0.29% | 130 | -2,459 | -3.1% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 76,117 | 2,909 | 0.22% | 0.21% | 131 | +10,088 | 15.28% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 75,166 | 2,873 | 0.03% | 0.03% | 132 | +6,667 | 9.73% | Q4 2025 | Feb 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 73,263 | 2,800 | 0.36% | 0.71% | 133 | -73,235 | -49.99% | Q4 2025 | Jan 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 72,934 | 2,787 | 0.36% | 0.34% | 134 | +6,455 | 9.71% | Q4 2025 | Jan 16, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 72,629 | 2,774 | 0.47% | 1.25% | 135 | -114,770 | -61.24% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 70,021 | 2,676 | 0.33% | 0.25% | 136 | +20,833 | 42.35% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 67,284 | 2,571 | 0.07% | 0.08% | 137 | +296 | 0.44% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 67,203 | 2,569 | 0.01% | 0.01% | 138 | +11,708 | 21.1% | Q4 2025 | Jan 26, 2026 |
| Harborfront Financial Group LLC | History | New | 66,740 | 2,550 | 18.98% | — | 139 | +66,740 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 65,299 | 2,495 | 0.04% | 0.04% | 140 | +412 | 0.63% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 64,645 | 2,470 | 0.06% | 0.03% | 141 | +38,618 | 148.38% | Q4 2025 | Feb 06, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 64,085 | 2,449 | 1.34% | 1.34% | 142 | +1,703 | 2.73% | Q4 2025 | Jan 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 62,725 | 2,397 | 0.0% | 0.0% | 143 | +30,780 | 96.35% | Q4 2025 | Feb 10, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 62,729 | 2,397 | 1.09% | 0.97% | 144 | +8,395 | 15.45% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 62,150 | 2,375 | 0.15% | 0.16% | 145 | -150 | -0.24% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 62,135 | 2,374 | 0.14% | 0.13% | 146 | -785 | -1.25% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 61,565 | 2,353 | 0.1% | 0.08% | 147 | +10,984 | 21.72% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 60,984 | 2,330 | 0.28% | 0.29% | 148 | +729 | 1.21% | Q4 2025 | Jan 26, 2026 |
| Peak Asset Management, LLC | History | Added to | 59,246 | 2,264 | 0.39% | 0.29% | 149 | +15,207 | 34.53% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,861 | 2,249 | 0.1% | 0.06% | 150 | +27,196 | 85.89% | Q4 2025 | Feb 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 53,822 | 2,057 | 0.15% | 0.02% | 151 | +47,302 | 725.49% | Q4 2025 | Jan 28, 2026 |
| DAHRING {-} CUSMANO LLC | History | Reduced | 53,059 | 2,027 | 1.41% | 1.87% | 152 | -15,757 | -22.9% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 52,957 | 2,024 | 0.01% | 0.01% | 153 | -9,232 | -14.85% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 51,383 | 1,963 | 0.05% | 0.05% | 154 | -488 | -0.94% | Q4 2025 | Feb 09, 2026 |
| Weaver Consulting Group | History | Reduced | 51,118 | 1,953 | 0.48% | 0.49% | 155 | -12 | -0.02% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 50,772 | 1,940 | 0.55% | 0.55% | 156 | +821 | 1.64% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 50,715 | 1,938 | 0.19% | 0.1% | 157 | +24,876 | 96.27% | Q4 2025 | Feb 13, 2026 |
| Rubicon Advisors, GP | History | New | 50,602 | 1,934 | 1.79% | — | 158 | +50,602 | New | Q4 2025 | Mar 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50,550 | 1,932 | 0.1% | 0.1% | 159 | +5,377 | 11.9% | Q4 2025 | Jan 20, 2026 |
| NVWM, LLC | History | Added to | 50,376 | 1,925 | 0.42% | 0.42% | 160 | +837 | 1.69% | Q4 2025 | Jan 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 50,203 | 1,918 | 0.11% | 0.12% | 161 | +4,738 | 10.42% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 57,375 | 1,909 | 0.05% | 0.04% | 162 | +5,807 | 11.26% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 49,876 | 1,906 | 0.03% | 0.03% | 163 | +207 | 0.42% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 49,616 | 1,896 | 0.11% | 0.12% | 164 | +8 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 49,261 | 1,882 | 0.4% | 0.41% | 165 | -1,308 | -2.59% | Q4 2025 | Jan 16, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 49,429 | 1,858 | 0.82% | 0.96% | 166 | -2,207 | -4.27% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | New | 48,137 | 1,839 | 0.01% | — | 167 | +48,137 | New | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 47,767 | 1,825 | 1.01% | — | 168 | +47,767 | New | Q4 2025 | Feb 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 46,525 | 1,778 | 1.02% | 0.97% | 169 | +1,500 | 3.33% | Q4 2025 | Feb 12, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 46,524 | 1,778 | 0.53% | 0.54% | 170 | +9 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 46,323 | 1,770 | 0.99% | — | 171 | +46,323 | New | Q4 2025 | Feb 18, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 46,148 | 1,763 | 0.14% | 0.11% | 172 | +11,095 | 31.65% | Q4 2025 | Feb 13, 2026 |
| Skyview Financial Group LLC | History | New | 43,976 | 1,680 | 1.73% | — | 173 | +43,976 | New | Q4 2025 | Feb 18, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 41,810 | 1,597 | 0.18% | 0.18% | 174 | +435 | 1.05% | Q4 2025 | Jan 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 41,712 | 1,594 | 1.38% | 1.58% | 175 | -9,122 | -17.94% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 41,181 | 1,573 | 0.1% | 0.11% | 176 | +161 | 0.39% | Q4 2025 | Feb 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 40,410 | 1,544 | 0.21% | 0.24% | 177 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OneAscent Financial Services LLC | History | New | 36,712 | 1,403 | 0.13% | — | 178 | +36,712 | New | Q4 2025 | Feb 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 34,981 | 1,337 | 0.46% | 0.49% | 179 | +211 | 0.61% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,851 | 1,332 | 0.02% | 0.01% | 180 | +13,723 | 64.95% | Q4 2025 | Feb 09, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 33,957 | 1,308 | 0.67% | 0.77% | 181 | -2,293 | -6.33% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 34,048 | 1,301 | 0.0% | 0.0% | 182 | +12,069 | 54.91% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 33,956 | 1,297 | 0.02% | — | 183 | +33,956 | New | Q4 2025 | Feb 11, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 33,751 | 1,268 | 0.45% | 0.35% | 184 | +8,062 | 31.38% | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 33,119 | 1,265 | 0.15% | 0.17% | 185 | -2,500 | -7.02% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | Reduced | 33,063 | 1,263 | 0.04% | 0.02% | 186 | -2,690 | -7.52% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 32,460 | 1,240 | 0.31% | — | 187 | +32,460 | New | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 32,330 | 1,235 | 0.02% | 0.01% | 188 | +18,840 | 139.66% | Q4 2025 | Feb 19, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 32,091 | 1,226 | 0.09% | 0.08% | 189 | +2,621 | 8.89% | Q4 2025 | Jan 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 31,110 | 1,189 | 0.14% | 0.06% | 190 | +21,881 | 237.09% | Q4 2025 | Feb 13, 2026 |
| Frontier Asset Management, LLC | History | Added to | 30,732 | 1,174 | 0.27% | 0.27% | 191 | +1,634 | 5.62% | Q4 2025 | Feb 04, 2026 |
| American Financial Advisors, LLC | History | Added to | 30,686 | 1,172 | 0.15% | 0.15% | 192 | +107 | 0.35% | Q4 2025 | Feb 03, 2026 |
| FMA Wealth Management, LLC | History | Added to | 30,538 | 1,167 | 0.76% | 0.77% | 193 | +621 | 2.08% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 29,933 | 1,144 | 0.01% | — | 194 | +29,933 | New | Q4 2025 | Feb 18, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 29,600 | 1,131 | 0.21% | 0.22% | 195 | -1,031 | -3.37% | Q4 2025 | Feb 09, 2026 |
| MSH Capital Advisors LLC | History | Added to | 28,873 | 1,103 | 0.24% | 0.25% | 196 | +4,369 | 17.83% | Q4 2025 | Feb 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 27,558 | 1,053 | 0.12% | 0.12% | 197 | +45 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,961 | 1,030 | 0.05% | 0.06% | 198 | -267 | -0.98% | Q4 2025 | Feb 05, 2026 |
| Catalyst Investment Management LLC | History | New | 25,951 | 991 | 0.94% | — | 199 | +25,951 | New | Q4 2025 | Feb 20, 2026 |
| VICUS CAPITAL | History | Added to | 25,087 | 958 | 0.07% | 0.03% | 200 | +14,735 | 142.34% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 24,537 | 937 | 0.62% | 0.6% | 201 | +1,282 | 5.51% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 24,434 | 933 | 0.0% | 0.0% | 202 | -588 | -2.35% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,247 | 926 | 0.08% | 0.06% | 203 | +6,586 | 37.29% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 24,019 | 918 | 0.0% | 0.0% | 204 | -7,486 | -23.76% | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | New | 24,003 | 917 | 0.09% | — | 205 | +24,003 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,785 | 909 | 0.02% | 0.02% | 206 | +5,384 | 29.26% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,267 | 889 | 0.0% | 0.0% | 207 | +4,648 | 24.96% | Q4 2025 | Jan 29, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 23,253 | 888 | 0.5% | 0.54% | 208 | -1,387 | -5.63% | Q4 2025 | Feb 05, 2026 |
| LongView Wealth Management | History | No change | 22,800 | 882 | 0.21% | 0.23% | 209 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 22,730 | 868 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 22,613 | 864 | 0.13% | 0.11% | 211 | +5,026 | 28.58% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,888 | 836 | 0.02% | 0.02% | 212 | +933 | 4.45% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 21,023 | 803 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CMC Financial Group | History | Reduced | 20,638 | 788 | 1.41% | 1.45% | 214 | -83 | -0.4% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 20,559 | 785 | 0.0% | 0.0% | 215 | +5,348 | 35.16% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | Added to | 20,518 | 784 | 0.35% | 0.28% | 216 | +4,719 | 29.87% | Q4 2025 | Jan 20, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 20,345 | 777 | 0.11% | 0.06% | 217 | +9,993 | 96.53% | Q4 2025 | Feb 04, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 20,142 | 769 | 0.27% | 0.22% | 218 | +4,496 | 28.74% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | Added to | 20,104 | 768 | 0.11% | 0.12% | 219 | +519 | 2.65% | Q4 2025 | Jan 22, 2026 |
| RM Financial Services, LLC | History | New | 19,577 | 748 | 0.66% | — | 220 | +19,577 | New | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 18,827 | 719 | 0.01% | 0.01% | 221 | +3,500 | 22.84% | Q4 2025 | Jan 22, 2026 |
| Summit Asset Management, LLC | History | Added to | 18,694 | 714 | 0.1% | 0.07% | 222 | +6,187 | 49.47% | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17,930 | 681 | 0.22% | 0.23% | 223 | +522 | 3.0% | Q4 2025 | Feb 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 17,670 | 675 | 0.42% | 0.42% | 224 | +85 | 0.48% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Management, Inc. | History | New | 17,361 | 663 | 0.18% | — | 225 | +17,361 | New | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,254 | 659 | 0.0% | 0.0% | 226 | -60,626 | -77.85% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 16,638 | 635 | 0.18% | 0.21% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 16,049 | 613 | 0.01% | 0.01% | 228 | +8 | 0.05% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 15,900 | 607 | 0.0% | 0.0% | 229 | -33,600 | -67.88% | Q4 2025 | Feb 12, 2026 |
| Bensler, LLC | History | Added to | 15,168 | 579 | 0.06% | 0.05% | 230 | +2,656 | 21.23% | Q4 2025 | Feb 04, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 15,047 | 575 | 0.3% | — | 231 | +15,047 | New | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,980 | 572 | 0.07% | 0.06% | 232 | +2,172 | 16.96% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 14,687 | 561 | 0.11% | 0.09% | 233 | +3,694 | 33.6% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | Added to | 14,578 | 557 | 0.02% | 0.02% | 234 | +130 | 0.9% | Q4 2025 | Feb 10, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,312 | 550 | 0.14% | 0.15% | 235 | +77 | 0.54% | Q4 2025 | Jan 26, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 13,064 | 499 | 0.34% | 0.45% | 236 | -3,130 | -19.33% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 12,750 | 487 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,369 | 472 | 0.0% | 0.0% | 238 | +9 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,335 | 471 | 0.02% | 0.04% | 239 | +1,587 | 14.77% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 12,294 | 469 | 0.03% | 0.03% | 240 | +9 | 0.07% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | New | 11,935 | 456 | 0.04% | — | 241 | +11,935 | New | Q4 2025 | Feb 04, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 11,065 | 425 | 0.2% | 0.25% | 242 | +243 | 2.25% | Q4 2025 | Jan 26, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 10,929 | 417 | 0.1% | 0.08% | 243 | +2,754 | 33.69% | Q4 2025 | Jan 16, 2026 |
| E&G Advisors, LP | History | Added to | 10,600 | 405 | 0.09% | 0.08% | 244 | +1,000 | 10.42% | Q4 2025 | Jan 23, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,560 | 403 | 0.09% | 0.11% | 245 | -75 | -0.71% | Q4 2025 | Feb 02, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 10,101 | 385 | 0.0% | 0.03% | 246 | +31 | 0.31% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 9,828 | 375 | 0.1% | 0.08% | 247 | +1,011 | 11.47% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | New | 9,719 | 371 | 0.01% | — | 248 | +9,719 | New | Q4 2025 | Feb 17, 2026 |
| Ted Buchan & Co | History | No change | 9,732 | 371 | 0.14% | 0.14% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,660 | 369 | 0.0% | 0.0% | 250 | +660 | 7.33% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,634 | 368 | 0.0% | 0.01% | 251 | -307 | -3.09% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,634 | 368 | 0.02% | 0.03% | 252 | -307 | -3.09% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,400 | 359 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,997 | 343 | 0.0% | 0.0% | 254 | -1,433 | -13.74% | Q4 2025 | Feb 13, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 8,995 | 343 | 0.24% | 0.19% | 255 | +1,275 | 16.52% | Q4 2025 | Jan 16, 2026 |
| Accordant Advisory Group Inc | History | Added to | 8,550 | 326 | 0.22% | 0.11% | 256 | +4,100 | 92.13% | Q4 2025 | Jan 22, 2026 |
| Boyer Financial Services, Inc. | History | New | 8,174 | 311 | 0.33% | — | 257 | +8,174 | New | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 8,124 | 310 | 0.27% | — | 258 | +8,124 | New | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,048 | 307 | 0.02% | — | 259 | +8,048 | New | Q4 2025 | Feb 03, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 8,044 | 307 | 0.34% | 0.31% | 260 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | New | 7,900 | 301 | 0.04% | — | 261 | +7,900 | New | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,848 | 299 | 0.02% | 0.01% | 262 | +1,388 | 21.49% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,533 | 287 | 0.0% | 0.0% | 263 | +3,541 | 88.7% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,159 | 273 | 0.0% | 0.0% | 265 | +2,588 | 56.62% | Q4 2025 | Jan 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 7,157 | 273 | 0.08% | 0.07% | 264 | +1,310 | 22.4% | Q4 2025 | Jan 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 7,074 | 270 | 0.08% | 0.09% | 266 | +35 | 0.5% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 6,820 | 260 | 0.01% | — | 268 | +6,820 | New | Q4 2025 | Feb 06, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 6,825 | 260 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,801 | 259 | 0.01% | 0.01% | 269 | +158 | 2.38% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | New | 6,750 | 257 | 0.01% | — | 270 | +6,750 | New | Q4 2025 | Feb 13, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 6,701 | 256 | 0.14% | — | 271 | +6,701 | New | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 6,714 | 256 | 0.12% | 0.09% | 272 | +2,170 | 47.76% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | New | 6,674 | 255 | 0.01% | — | 273 | +6,674 | New | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,541 | 249 | 0.03% | 0.03% | 274 | -1,043 | -13.75% | Q4 2025 | Mar 03, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 6,362 | 243 | 0.18% | — | 275 | +6,362 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,358 | 242 | 0.01% | 0.01% | 276 | +2,352 | 58.71% | Q4 2025 | Feb 04, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 6,087 | 232 | 0.13% | 0.17% | 277 | +30 | 0.5% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 6,015 | 229 | 0.0% | 0.0% | 278 | +17 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,728 | 218 | 0.01% | 0.01% | 279 | +330 | 6.11% | Q4 2025 | Feb 04, 2026 |
| Capital Management Associates, Inc | History | Reduced | 5,688 | 217 | 0.05% | 0.06% | 280 | -130 | -2.23% | Q4 2025 | Jan 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,669 | 216 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,714 | 214 | 0.0% | 0.01% | 282 | -218 | -3.67% | Q4 2025 | Feb 09, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 5,500 | 210 | 0.04% | — | 283 | +5,500 | New | Q4 2025 | Feb 09, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 5,470 | 209 | 0.05% | 0.04% | 284 | +10 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | New | 5,390 | 206 | 0.05% | — | 285 | +5,390 | New | Q4 2025 | Jan 08, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 5,384 | 205 | 0.01% | — | 286 | +5,384 | New | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 5,300 | 202 | 0.01% | — | 287 | +5,300 | New | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Reduced | 4,452 | 170 | 0.0% | 0.0% | 288 | -5,446 | -55.02% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 3,949 | 150 | 0.1% | — | 289 | +3,949 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,656 | 139 | 0.0% | 0.0% | 290 | +1,397 | 61.84% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 3,600 | 137 | 0.02% | — | 291 | +3,600 | New | Q4 2025 | Feb 10, 2026 |
| Financial Connections Group, Inc. | History | Added to | 3,503 | 133 | 0.05% | 0.05% | 292 | +2 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Monetary Solutions, Ltd | History | New | 2,605 | 99 | 0.1% | — | 293 | +2,605 | New | Q4 2025 | Feb 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,305 | 88 | 0.0% | 0.0% | 294 | +310 | 15.54% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,692 | 64 | 0.03% | 0.05% | 295 | -1,692 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,590 | 60 | 0.06% | — | 296 | +1,590 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,531 | 58 | 0.0% | — | 297 | +1,531 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | New | 1,401 | 53 | 0.02% | — | 299 | +1,401 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | No change | 1,391 | 53 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 1,317 | 50 | 0.03% | — | 300 | +1,317 | New | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | No change | 1,240 | 47 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,151 | 43 | 0.02% | 0.02% | 302 | -99 | -7.92% | Q4 2025 | Jan 22, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 1,043 | 39 | 0.0% | — | 303 | +1,043 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 1,000 | 38 | 0.0% | — | 304 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 848 | 32 | 0.0% | — | 305 | +848 | New | Q4 2025 | Feb 09, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 750 | 28 | 0.01% | 0.01% | 306 | -50 | -6.25% | Q4 2025 | Jan 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 677 | 25 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 654 | 24 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 362 | 14 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 352 | 13 | 0.0% | 0.0% | 311 | -598 | -62.95% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 362 | 13 | 0.0% | 0.0% | 312 | +141 | 63.8% | Q4 2025 | Jan 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 364 | 13 | 0.01% | 0.01% | 313 | +43 | 13.4% | Q4 2025 | Feb 18, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 250 | 9 | 0.01% | 0.02% | 314 | -3,584 | -93.48% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 200 | 7 | 0.0% | 0.02% | 316 | -530 | -72.6% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 200 | 7 | 0.0% | — | 315 | +200 | New | Q4 2025 | Jan 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 200 | 7 | 0.01% | 0.0% | 317 | +100 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 123 | 4 | 0.0% | — | 318 | +123 | New | Q4 2025 | Mar 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 88 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 31 | 1 | 0.0% | — | 323 | +31 | New | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 45 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -113,905 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -107,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -50,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -18,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,194 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,986 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.7% | — | -14,548 | -100.0% | Q3 2025 | Nov 06, 2025 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,014 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -684 | -100.0% | Q3 2025 | Oct 21, 2025 |
| American Capital Advisory, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 30, 2026 |