SPDR SERIES TRUST - TFI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Reduced | 12,106,265 | 553,377 | 1.05% | 1.14% | 1 | -507,963 | -4.03% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,082,090 | 323,722 | 0.02% | 0.04% | 2 | -6,523,423 | -47.95% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,340,865 | 244,130 | 0.15% | 0.16% | 3 | +114,048 | 2.18% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 3,051,251 | 139,472 | 0.01% | 0.01% | 4 | -510,886 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,511,565 | 114,803 | 0.04% | 0.04% | 5 | -176,298 | -6.56% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,390,890 | 109,287 | 0.03% | 0.03% | 6 | +258,082 | 12.1% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,051,425 | 93,770 | 0.03% | 0.03% | 7 | +125,331 | 6.51% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 1,618,969 | 74,003 | 0.02% | 0.02% | 8 | +122,778 | 8.21% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 742,063 | 58,656 | 1.42% | 0.03% | 9 | +716,356 | 2786.62% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 971,110 | 44,389 | 0.01% | 0.01% | 10 | +132,092 | 15.74% | Q4 2025 | Feb 18, 2026 |
| Austin Private Wealth, LLC | History | Added to | 835,814 | 38,205 | 2.84% | 2.51% | 11 | +110,583 | 15.25% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 724,240 | 33,105 | 0.06% | 0.06% | 12 | -9,068 | -1.24% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 683,905 | 31,261 | 0.06% | 0.07% | 13 | -2,224 | -0.32% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 613,049 | 28,022 | 0.0% | 0.0% | 14 | -32,938 | -5.1% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 539,613 | 24,665 | 0.48% | 0.56% | 15 | -47,172 | -8.04% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 512,610 | 23,431 | 0.0% | 0.0% | 16 | +16,959 | 3.42% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 497,929 | 22,760 | 0.0% | 0.0% | 17 | +11,698 | 2.41% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 481,299 | 22,000 | 0.36% | — | 18 | +481,299 | New | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Reduced | 470,893 | 21,524 | 0.65% | 0.68% | 19 | -2,708 | -0.57% | Q4 2025 | Jan 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 464,285 | 21,222 | 0.03% | 0.02% | 20 | +158,096 | 51.63% | Q4 2025 | Feb 02, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 441,931 | 20,200 | 2.37% | 2.3% | 21 | +20,493 | 4.86% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | Reduced | 434,688 | 19,869 | 0.6% | 0.64% | 22 | -6,056 | -1.37% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 382,973 | 17,506 | 0.15% | 0.12% | 23 | +45,761 | 13.57% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 382,397 | 17,479 | 0.0% | 0.0% | 24 | +262,824 | 219.8% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 371,533 | 16,982 | 0.07% | — | 25 | +371,533 | New | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 366,128 | 16,735 | 0.02% | 0.02% | 26 | +25,222 | 7.4% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 354,581 | 16,207 | 0.01% | 0.02% | 27 | -35,622 | -9.13% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 339,813 | 15,532 | 0.45% | — | 28 | +339,813 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 285,800 | 13,063 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 278,259 | 12,719 | 0.19% | 0.21% | 30 | -7,341 | -2.57% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 270,152 | 12,348 | 0.0% | — | 31 | +270,152 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 252,187 | 11,527 | 0.01% | 0.01% | 32 | +1,777 | 0.71% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 246,457 | 11,265 | 0.24% | 0.2% | 33 | +47,983 | 24.18% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 234,268 | 10,708 | 0.03% | 0.02% | 34 | +60,097 | 34.5% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 212,929 | 9,732 | 0.01% | 0.01% | 35 | -9,957 | -4.47% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 210,449 | 9,619 | 0.35% | 0.35% | 36 | +6,758 | 3.32% | Q4 2025 | Feb 02, 2026 |
| Balentine LLC | History | Added to | 210,261 | 9,611 | 0.36% | 0.24% | 37 | +67,979 | 47.78% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 203,391 | 9,370 | 0.22% | 0.26% | 38 | -24,785 | -10.86% | Q4 2025 | Feb 09, 2026 |
| Dynasty Wealth Management, LLC | History | New | 201,597 | 9,214 | 0.09% | — | 39 | +201,597 | New | Q4 2025 | Feb 10, 2026 |
| ACT Advisors, LLC. | History | Added to | 186,341 | 8,517 | 3.36% | 3.39% | 40 | +1,954 | 1.06% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 182,360 | 8,336 | 0.01% | 0.02% | 41 | -140,963 | -43.6% | Q4 2025 | Feb 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 181,721 | 8,306 | 0.82% | 0.86% | 42 | -3,930 | -2.12% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 175,271 | 8,012 | 0.02% | 0.02% | 43 | +6,196 | 3.66% | Q4 2025 | Feb 05, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 166,377 | 7,605 | 1.46% | 1.6% | 44 | -513 | -0.31% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 163,860 | 7,490 | 0.08% | 0.12% | 45 | -56,027 | -25.48% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 163,498 | 7,473 | 0.12% | 0.13% | 46 | -5,778 | -3.41% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 159,163 | 7,275 | 0.0% | — | 47 | +159,163 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 155,344 | 7,100 | 0.4% | 0.64% | 48 | -84,228 | -35.16% | Q4 2025 | Jan 14, 2026 |
| McAdam, LLC | History | Added to | 155,134 | 7,091 | 0.32% | 0.31% | 49 | +16,192 | 11.65% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 151,614 | 6,930 | 0.01% | 0.01% | 50 | +248 | 0.16% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 149,860 | 6,850 | 0.0% | 0.0% | 51 | +33,321 | 28.59% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 141,892 | 6,485 | 0.03% | 0.04% | 52 | +2,562 | 1.84% | Q4 2025 | Feb 17, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 135,013 | 6,171 | 1.17% | 0.9% | 53 | +34,824 | 34.76% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 126,201 | 5,768 | 0.06% | 0.06% | 54 | +3,292 | 2.68% | Q4 2025 | Jan 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 119,857 | 5,478 | 0.04% | 0.03% | 55 | +3,280 | 2.81% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 112,212 | 5,129 | 0.03% | 0.01% | 56 | +76,242 | 211.96% | Q4 2025 | Jan 29, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 108,628 | 4,965 | 1.14% | 1.05% | 57 | +12,706 | 13.25% | Q4 2025 | Jan 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 105,497 | 4,822 | 1.76% | 1.6% | 58 | +13,373 | 14.52% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Reduced | 104,085 | 4,757 | 0.02% | 0.02% | 59 | -3,637 | -3.38% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 103,505 | 4,731 | 0.01% | 0.0% | 60 | +89,750 | 652.49% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 101,869 | 4,665 | 0.01% | 0.01% | 61 | -1,906 | -1.84% | Q4 2025 | Jan 08, 2026 |
| Invst, LLC | History | Added to | 96,028 | 4,389 | 0.48% | 0.48% | 62 | +2,806 | 3.01% | Q4 2025 | Feb 11, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 89,713 | 4,100 | 1.07% | 1.0% | 63 | +836 | 0.94% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 88,727 | 4,055 | 0.08% | 0.08% | 64 | +4,756 | 5.66% | Q4 2025 | Feb 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 87,849 | 4,016 | 0.91% | 0.9% | 65 | +8,692 | 10.98% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 87,807 | 4,014 | 0.12% | 0.1% | 66 | +16,479 | 23.1% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 87,425 | 3,996 | 0.0% | 0.0% | 67 | +64,586 | 282.79% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 86,626 | 3,959 | 0.5% | 0.55% | 68 | -1,437 | -1.63% | Q4 2025 | Jan 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 86,444 | 3,951 | 0.79% | 0.83% | 69 | -216 | -0.25% | Q4 2025 | Feb 11, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 86,074 | 3,934 | 1.18% | 1.2% | 70 | +1,651 | 1.96% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 84,196 | 3,848 | 0.03% | 0.02% | 71 | +31,733 | 60.49% | Q4 2025 | Feb 18, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 82,719 | 3,781 | 0.72% | 0.54% | 72 | -2,637 | -3.09% | Q4 2025 | Feb 02, 2026 |
| Keebeck Wealth Management | History | Reduced | 75,279 | 3,441 | 0.4% | 0.41% | 73 | -1,430 | -1.86% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 73,941 | 3,380 | 0.01% | 0.01% | 74 | -257 | -0.35% | Q4 2025 | Jan 26, 2026 |
| Towercrest Capital Management | History | Reduced | 71,770 | 3,280 | 0.52% | 0.58% | 75 | -7,641 | -9.62% | Q4 2025 | Jan 21, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 71,379 | 3,262 | 0.38% | 0.46% | 76 | -16,585 | -18.85% | Q4 2025 | Jan 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 66,926 | 3,059 | 0.1% | 0.15% | 77 | -5,275 | -7.31% | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 66,389 | 3,034 | 0.0% | 0.0% | 78 | -25,972 | -28.12% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | Added to | 64,754 | 2,959 | 0.33% | 0.23% | 79 | +19,784 | 43.99% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 64,275 | 2,938 | 0.01% | 0.01% | 80 | -2,056 | -3.1% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 63,763 | 2,914 | 0.04% | 0.03% | 81 | +13,587 | 27.08% | Q4 2025 | Feb 03, 2026 |
| Evensky & Katz LLC | History | Added to | 60,460 | 2,764 | 0.16% | 0.16% | 82 | +1,231 | 2.08% | Q4 2025 | Feb 05, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 58,217 | 2,661 | 0.11% | 0.14% | 83 | -9,516 | -14.05% | Q4 2025 | Jan 27, 2026 |
| Alliance Wealth Management Group | History | Reduced | 56,675 | 2,590 | 0.57% | 0.75% | 84 | -17,139 | -23.22% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,561 | 2,448 | 0.05% | 0.05% | 85 | +543 | 1.02% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 48,237 | 2,204 | 0.11% | 0.12% | 86 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gradient Investments LLC | History | Added to | 47,461 | 2,169 | 0.03% | 0.03% | 87 | +2,942 | 6.61% | Q4 2025 | Jan 08, 2026 |
| Johnson Financial Group, LLC | History | Added to | 46,752 | 2,137 | 0.13% | 0.12% | 88 | +16,849 | 56.35% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 45,392 | 2,074 | 0.04% | 0.07% | 89 | +1,494 | 3.4% | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 45,336 | 2,072 | 0.07% | 0.07% | 90 | -957 | -2.07% | Q4 2025 | Jan 20, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 43,966 | 2,009 | 1.34% | 1.34% | 91 | +1,620 | 3.83% | Q4 2025 | Jan 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 43,690 | 1,997 | 0.15% | 0.15% | 92 | +545 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 42,701 | 1,951 | 0.01% | 0.0% | 93 | +15,052 | 54.44% | Q4 2025 | Feb 06, 2026 |
| Crabel Capital Management, LLC | History | Added to | 42,551 | 1,945 | 1.47% | 0.54% | 94 | +29,399 | 223.53% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 42,416 | 1,938 | 0.04% | — | 96 | +42,416 | New | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Added to | 42,411 | 1,938 | 0.16% | 0.16% | 95 | +1,159 | 2.81% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | New | 41,847 | 1,912 | 0.01% | — | 97 | +41,847 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 40,709 | 1,860 | 0.01% | 0.01% | 98 | +227 | 0.56% | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 38,020 | 1,737 | 0.73% | 0.62% | 99 | +7,017 | 22.63% | Q4 2025 | Feb 03, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 34,561 | 1,579 | 0.22% | 0.23% | 100 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SWS Partners | History | Added to | 342,120 | 1,564 | 0.38% | 0.4% | 101 | +306,484 | 860.04% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,218 | 1,472 | 0.0% | 0.0% | 102 | +1,587 | 5.18% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 32,126 | 1,468 | 0.01% | 0.01% | 103 | +475 | 1.5% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 31,802 | 1,460 | 0.1% | 0.12% | 104 | -1,714 | -5.11% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 30,999 | 1,416 | 0.07% | 0.04% | 105 | +16,354 | 111.67% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 30,908 | 1,412 | 0.01% | 0.01% | 106 | +4,481 | 16.96% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 30,001 | 1,371 | 0.04% | — | 107 | +30,001 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 28,921 | 1,322 | 0.0% | 0.0% | 108 | -478 | -1.63% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 28,332 | 1,295 | 0.02% | 0.03% | 109 | +850 | 3.09% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 28,126 | 1,285 | 0.16% | 0.19% | 110 | -2,788 | -9.02% | Q4 2025 | Jan 23, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 27,622 | 1,262 | 2.82% | 2.66% | 111 | +2,211 | 8.7% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 27,367 | 1,250 | 0.0% | 0.0% | 112 | -9,310 | -25.38% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 25,883 | 1,183 | 0.09% | 0.09% | 113 | +968 | 3.89% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,796 | 1,133 | 0.0% | 0.0% | 114 | +6,613 | 36.37% | Q4 2025 | Feb 06, 2026 |
| Olde Wealth Management, LLC | History | No change | 24,729 | 1,130 | 0.35% | 0.35% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 24,590 | 1,124 | 0.43% | 0.41% | 116 | +1,130 | 4.82% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 23,789 | 1,087 | 0.02% | 0.0% | 117 | +18,676 | 365.27% | Q4 2025 | Mar 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 23,735 | 1,084 | 0.5% | 0.49% | 118 | +1,163 | 5.15% | Q4 2025 | Jan 09, 2026 |
| Idaho Trust Co | History | Added to | 23,481 | 1,073 | 0.36% | 0.26% | 119 | +6,602 | 39.11% | Q4 2025 | Feb 05, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 23,469 | 1,072 | 0.33% | 0.33% | 120 | +1,249 | 5.62% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 23,443 | 1,071 | 0.07% | 0.07% | 121 | +4 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Mattson Financial Services, LLC | History | Added to | 22,693 | 1,037 | 0.24% | 0.25% | 122 | +116 | 0.51% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 22,011 | 1,006 | 0.02% | 0.03% | 123 | +107 | 0.49% | Q4 2025 | Feb 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 20,588 | 941 | 0.11% | 0.12% | 124 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,777 | 904 | 0.0% | 0.0% | 125 | -689 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,660 | 898 | 0.07% | 0.07% | 126 | +3,462 | 21.37% | Q4 2025 | Jan 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 18,686 | 854 | 0.04% | 0.04% | 127 | -1,598 | -7.88% | Q4 2025 | Feb 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 18,464 | 843 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 18,425 | 842 | 0.03% | 0.04% | 129 | -1,310 | -6.64% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 18,099 | 827 | 0.0% | 0.0% | 130 | +375 | 2.12% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,979 | 821 | 0.01% | 0.01% | 131 | -4,773 | -20.98% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 17,905 | 818 | 0.25% | 0.26% | 132 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 17,670 | 807 | 0.37% | 0.38% | 133 | -844 | -4.56% | Q4 2025 | Jan 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,426 | 796 | 0.05% | 0.08% | 134 | +182 | 1.06% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17,128 | 782 | 0.04% | 0.04% | 135 | -32 | -0.19% | Q4 2025 | Jan 20, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 16,996 | 776 | 0.44% | — | 136 | +16,996 | New | Q4 2025 | Mar 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 16,739 | 765 | 0.24% | 0.27% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 16,623 | 759 | 0.0% | 0.0% | 138 | +10,431 | 168.46% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,434 | 751 | 0.0% | 0.0% | 139 | +4,083 | 33.06% | Q4 2025 | Feb 18, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 16,414 | 750 | 0.19% | 0.18% | 140 | -1,178 | -6.7% | Q4 2025 | Feb 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 16,318 | 745 | 0.3% | 0.3% | 141 | +491 | 3.1% | Q4 2025 | Jan 09, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 16,279 | 743 | 0.21% | 0.26% | 142 | -2,557 | -13.58% | Q4 2025 | Jan 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 15,779 | 721 | 0.07% | 0.07% | 143 | -668 | -4.06% | Q4 2025 | Feb 18, 2026 |
| Fairway Wealth LLC | History | No change | 15,471 | 707 | 0.19% | 0.2% | 144 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,643 | 669 | 0.0% | 0.0% | 145 | +6,268 | 74.84% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 14,485 | 662 | 0.31% | 0.33% | 146 | -1,098 | -7.05% | Q4 2025 | Jan 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 14,231 | 650 | 0.2% | 0.2% | 147 | +688 | 5.08% | Q4 2025 | Jan 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 13,838 | 632 | 0.02% | 0.02% | 148 | -197 | -1.4% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,631 | 623 | 0.0% | 0.0% | 149 | -174 | -1.26% | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 13,358 | 610 | 0.07% | 0.08% | 150 | -880 | -6.18% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,255 | 605 | 0.01% | 0.01% | 151 | -3,965 | -23.03% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 12,803 | 585 | 0.03% | — | 152 | +12,803 | New | Q4 2025 | Jan 28, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,707 | 580 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DORVAL Corp | History | Reduced | 12,248 | 559 | 0.18% | 0.19% | 154 | -380 | -3.01% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,223 | 558 | 0.04% | 0.05% | 155 | -497 | -3.91% | Q4 2025 | Jan 07, 2026 |
| Ascent Group, LLC | History | Reduced | 12,181 | 556 | 0.02% | 0.02% | 156 | -320 | -2.56% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 12,109 | 553 | 0.04% | — | 157 | +12,109 | New | Q4 2025 | Feb 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 11,750 | 537 | 0.23% | 0.26% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 11,715 | 535 | 0.19% | 0.23% | 159 | -1,761 | -13.07% | Q4 2025 | Jan 07, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 11,417 | 521 | 0.01% | 0.03% | 160 | -9,910 | -46.47% | Q4 2025 | Jan 28, 2026 |
| Edge Financial Advisors LLC | History | Added to | 11,403 | 521 | 0.22% | 0.23% | 161 | +61 | 0.54% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,371 | 519 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,317 | 517 | 0.28% | 0.31% | 163 | -193 | -1.68% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 11,232 | 513 | 0.0% | 0.0% | 164 | -2,329 | -17.17% | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 11,080 | 506 | 0.04% | 0.05% | 165 | -750 | -6.34% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,999 | 502 | 0.02% | — | 166 | +10,999 | New | Q4 2025 | Feb 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 10,971 | 501 | 0.04% | 0.02% | 167 | +5,328 | 94.42% | Q4 2025 | Jan 09, 2026 |
| Composition Wealth, LLC | History | New | 10,771 | 492 | 0.01% | — | 168 | +10,771 | New | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,572 | 483 | 0.0% | 0.0% | 169 | +17 | 0.16% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,545 | 482 | 0.0% | 0.0% | 170 | -57 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 10,227 | 467 | 0.01% | 0.0% | 171 | +5,280 | 106.73% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 10,173 | 465 | 0.02% | 0.02% | 172 | +2,000 | 24.47% | Q4 2025 | Jan 05, 2026 |
| Friedenthal Financial | History | Reduced | 10,066 | 460 | 0.24% | 0.27% | 173 | -1,376 | -12.03% | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,012 | 457 | 0.01% | 0.01% | 174 | -305 | -2.96% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,584 | 438 | 0.04% | 0.01% | 175 | +7,217 | 304.9% | Q4 2025 | Jan 26, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 9,456 | 432 | 0.21% | — | 176 | +9,456 | New | Q4 2025 | Feb 25, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 9,399 | 427 | 0.14% | 0.26% | 177 | +124 | 1.34% | Q4 2025 | Jan 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,863 | 405 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Reduced | 8,820 | 403 | 0.0% | 0.0% | 179 | -108 | -1.21% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,688 | 397 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Omega Financial Group, LLC | History | Reduced | 8,621 | 394 | 0.13% | 0.25% | 181 | -7,683 | -47.12% | Q4 2025 | Jan 28, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 8,617 | 393 | 0.06% | 0.07% | 183 | -1,668 | -16.22% | Q4 2025 | Jan 13, 2026 |
| Vertex Planning Partners, LLC | History | No change | 8,614 | 393 | 0.09% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFW Advisors LLC | History | Reduced | 8,317 | 380 | 0.11% | 0.15% | 184 | -2,783 | -25.07% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,318 | 380 | 0.0% | 0.0% | 185 | +2,615 | 45.85% | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,223 | 375 | 0.03% | — | 186 | +8,223 | New | Q4 2025 | Jan 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 8,034 | 367 | 0.02% | — | 187 | +8,034 | New | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,986 | 365 | 0.02% | 0.02% | 188 | +333 | 4.35% | Q4 2025 | Jan 30, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,943 | 363 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 7,890 | 360 | 0.12% | 0.15% | 191 | -2,040 | -20.54% | Q4 2025 | Jan 27, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 7,876 | 360 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 7,794 | 356 | 0.04% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| M1 Capital Management LLC | History | Added to | 7,613 | 348 | 0.15% | 0.13% | 193 | +887 | 13.19% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 7,581 | 346 | 0.01% | 0.01% | 194 | +1,261 | 19.95% | Q4 2025 | Feb 19, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 7,525 | 343 | 0.08% | 0.08% | 195 | +614 | 8.88% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,464 | 341 | 0.0% | 0.01% | 196 | -702 | -8.6% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 7,458 | 340 | 0.01% | 0.02% | 197 | -6,801 | -47.7% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,355 | 336 | 0.0% | 0.0% | 198 | -2,171 | -22.79% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,288 | 334 | 0.01% | 0.01% | 199 | +1,517 | 26.29% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 7,268 | 332 | 0.04% | — | 200 | +7,268 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | New | 7,205 | 329 | 0.21% | — | 201 | +7,205 | New | Q4 2025 | Jan 07, 2026 |
| Strategic Financial Concepts, LLC | History | New | 7,030 | 321 | 0.29% | — | 202 | +7,030 | New | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,001 | 320 | 0.01% | 0.01% | 203 | +47 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 6,830 | 312 | 0.04% | 0.05% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,640 | 303 | 0.01% | 0.01% | 205 | +1,784 | 36.74% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,636 | 303 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 6,465 | 295 | 0.11% | 0.11% | 207 | -217 | -3.25% | Q4 2025 | Feb 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 6,327 | 289 | 0.09% | 0.12% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,319 | 288 | 0.01% | 0.01% | 210 | +1,787 | 39.43% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,321 | 288 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,029 | 275 | 0.0% | 0.0% | 211 | +3,429 | 131.88% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 5,882 | 268 | 0.0% | — | 212 | +5,882 | New | Q4 2025 | Jan 16, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,846 | 267 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,688 | 259 | 0.0% | 0.0% | 214 | +158 | 2.86% | Q4 2025 | Jan 21, 2026 |
| Strategic Blueprint, LLC | History | New | 5,609 | 256 | 0.02% | — | 215 | +5,609 | New | Q4 2025 | Jan 30, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,567 | 254 | 0.16% | 0.16% | 216 | -84 | -1.49% | Q4 2025 | Jan 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 5,550 | 253 | 0.07% | 0.07% | 217 | +700 | 14.43% | Q4 2025 | Feb 10, 2026 |
| WealthTrust Axiom LLC | History | No change | 5,500 | 251 | 0.06% | 0.07% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,500 | 251 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rare Wolf Capital LLC | History | New | 5,467 | 249 | 0.16% | — | 221 | +5,467 | New | Q4 2025 | Feb 19, 2026 |
| Brooklyn FI, LLC | History | New | 5,463 | 249 | 0.05% | — | 220 | +5,463 | New | Q4 2025 | Jan 21, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 5,421 | 247 | 0.18% | 0.24% | 222 | -1,639 | -23.22% | Q4 2025 | Jan 23, 2026 |
| Pacific Park Financial, Inc. | History | New | 5,390 | 246 | 0.15% | — | 223 | +5,390 | New | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,380 | 245 | 0.0% | 0.0% | 224 | -693 | -11.41% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | New | 5,289 | 241 | 0.0% | — | 225 | +5,289 | New | Q4 2025 | Feb 11, 2026 |
| CRA Financial Services, LLC | History | New | 5,245 | 239 | 0.03% | — | 226 | +5,245 | New | Q4 2025 | Jan 16, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 5,214 | 238 | 0.07% | 0.1% | 228 | -2,088 | -28.59% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Reduced | 5,209 | 238 | 0.01% | 0.01% | 227 | -107 | -2.01% | Q4 2025 | Jan 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,131 | 234 | 0.0% | 0.0% | 229 | -325 | -5.96% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,036 | 230 | 0.01% | — | 230 | +5,036 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | No change | 5,000 | 228 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 4,809 | 220 | 0.15% | 0.16% | 232 | -91 | -1.86% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,727 | 216 | 0.0% | — | 234 | +4,727 | New | Q4 2025 | Feb 18, 2026 |
| Ridgeline Wealth, LLC | History | No change | 4,729 | 216 | 0.15% | 0.16% | 233 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,662 | 213 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 4,662 | 213 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 4,656 | 212 | 0.06% | 0.07% | 237 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,625 | 211 | 0.0% | 0.0% | 238 | -2,370 | -33.88% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,622 | 211 | 0.0% | 0.0% | 239 | +1,026 | 28.53% | Q4 2025 | Feb 17, 2026 |
| Exchange Bank | History | No change | 4,622 | 211 | 0.15% | 0.15% | 240 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 4,450 | 203 | 0.04% | 0.04% | 241 | -42 | -0.93% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 4,403 | 201 | 0.07% | — | 242 | +4,403 | New | Q4 2025 | Jan 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 4,381 | 200 | 0.03% | 0.03% | 243 | -182 | -3.99% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,204 | 192 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,883 | 177 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,793 | 173 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,577 | 163 | 0.0% | 0.0% | 247 | -941 | -20.83% | Q4 2025 | Jan 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,483 | 159 | 0.01% | 0.01% | 249 | -243 | -6.52% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,500 | 159 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLUELINE ADVISORS LLC | History | New | 3,220 | 147 | 0.12% | — | 250 | +3,220 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,170 | 144 | 0.0% | 0.0% | 251 | +55 | 1.77% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 3,095 | 141 | 0.0% | — | 252 | +3,095 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 3,000 | 137 | 0.03% | — | 253 | +3,000 | New | Q4 2025 | Mar 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,919 | 133 | 0.01% | 0.01% | 254 | -39 | -1.32% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 2,763 | 126 | 0.0% | 0.0% | 255 | +141 | 5.38% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,299 | 105 | 0.04% | — | 256 | +2,299 | New | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | Added to | 2,256 | 103 | 0.02% | 0.02% | 257 | +6 | 0.27% | Q4 2025 | Jan 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,087 | 95 | 0.0% | 0.02% | 258 | -4,237 | -67.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 2,049 | 93 | 0.06% | 0.13% | 259 | -2,277 | -52.64% | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | Added to | 1,741 | 79 | 0.03% | 0.04% | 260 | +15 | 0.87% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,688 | 77 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,675 | 76 | 0.0% | 0.0% | 262 | -550 | -24.72% | Q4 2025 | Jan 22, 2026 |
| WFA of San Diego, LLC | History | Added to | 1,651 | 75 | 0.05% | 0.05% | 263 | +101 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,473 | 69 | 0.01% | 0.02% | 264 | -2,953 | -66.72% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | No change | 1,497 | 68 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,467 | 67 | 0.0% | — | 266 | +1,467 | New | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | New | 1,148 | 52 | 0.02% | — | 267 | +1,148 | New | Q4 2025 | Feb 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 1,100 | 50 | 0.0% | 0.0% | 268 | +1,026 | 1386.49% | Q4 2025 | Feb 09, 2026 |
| Breakwater Investment Management | History | New | 1,069 | 48 | 0.02% | — | 269 | +1,069 | New | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,000 | 45 | 0.01% | — | 270 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 895 | 40 | 0.0% | — | 271 | +895 | New | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 840 | 38 | 0.02% | — | 272 | +840 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 812 | 37 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 793 | 36 | 0.01% | 0.01% | 274 | +2 | 0.25% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 791 | 36 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 689 | 31 | 0.0% | 0.01% | 276 | -1,817 | -72.51% | Q4 2025 | Jan 21, 2026 |
| BALLAST ADVISORS LLC | History | No change | 647 | 29 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Coston, McIsaac & Partners | History | New | 609 | 27 | 0.01% | — | 278 | +609 | New | Q4 2025 | Feb 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 552 | 25 | 0.01% | 0.02% | 279 | -585 | -51.45% | Q4 2025 | Feb 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 554 | 25 | 0.02% | — | 280 | +554 | New | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 546 | 24 | 0.0% | 0.0% | 281 | +443 | 430.1% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 498 | 22 | 0.0% | — | 282 | +487 | 4427.27% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | No change | 500 | 22 | 0.01% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 451 | 20 | 0.0% | 0.0% | 284 | +5 | 1.12% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | New | 396 | 18 | 0.0% | — | 285 | +396 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | No change | 376 | 17 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 313 | 14 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 277 | 12 | 0.0% | 0.0% | 288 | +2 | 0.73% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 244 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 225 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 207 | 9 | 0.0% | — | 291 | +207 | New | Q4 2025 | Jan 30, 2026 |
| Navigoe, LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HFM Investment Advisors, LLC | History | No change | 205 | 9 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | New | 184 | 8 | 0.0% | — | 294 | +184 | New | Q4 2025 | Jan 28, 2026 |
| Planning Project LLC | History | New | 171 | 7 | 0.0% | — | 296 | +171 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 169 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 117 | 5 | 0.0% | 0.0% | 297 | -500 | -81.04% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | New | 89 | 4 | 0.0% | — | 298 | +89 | New | Q4 2025 | Feb 04, 2026 |
| Strive Financial Group ,LLC | History | New | 82 | 3 | 0.0% | — | 301 | +82 | New | Q4 2025 | Feb 18, 2026 |
| OPTIMA CAPITAL LLC | History | New | 78 | 3 | 0.0% | — | 300 | +78 | New | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 60 | 2 | 0.0% | — | 305 | +60 | New | Q4 2025 | Feb 10, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 52 | 2 | 0.0% | 0.0% | 304 | -3 | -5.45% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 52 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Missouri Trust & Investment Co | History | No change | 60 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Caldwell Trust Co | History | No change | 41 | 1 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -870,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 3.27% | — | -135,464 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -25,128 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,137 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,912 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,950 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,498 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,803 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,789 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,640 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,412 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,098 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,992 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,569 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -913 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -501 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q3 2025 | Nov 05, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -204 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Longview Financial Advisors LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 15, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Networth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 21 | 0 | — | 0.0% | — | -4 | -16.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| WealthCollab, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Services Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |