SSGA Active Trust - TOTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 13,819,781 | 556,246 | 0.03% | 0.03% | 1 | +2,258 | 0.02% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,604,998 | 265,851 | 0.02% | 0.01% | 2 | +913,028 | 16.04% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,441,216 | 219,008 | 4.41% | 4.65% | 3 | +69,224 | 1.29% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 4,740,178 | 190,792 | 0.52% | 0.52% | 4 | +456,974 | 10.67% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 3,849,612 | 154,946 | 0.04% | 0.04% | 5 | +290,238 | 8.15% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,748,797 | 150,889 | 0.04% | 0.04% | 6 | -61,955 | -1.63% | Q4 2025 | Feb 10, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,452,051 | 98,695 | 5.2% | 5.35% | 7 | +37,919 | 1.57% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,117,423 | 85,395 | 0.12% | 0.14% | 8 | -148,666 | -6.56% | Q4 2025 | Jan 08, 2026 |
| UBS Group AG | History | Added to | 2,042,902 | 82,226 | 0.01% | 0.01% | 9 | +279,151 | 15.83% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,986,965 | 79,975 | 0.01% | 0.01% | 10 | +41,383 | 2.13% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,791,611 | 72,117 | 0.11% | 0.1% | 11 | -36,772 | -2.01% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,699,340 | 68,398 | 0.01% | 0.01% | 12 | +78,110 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,548,613 | 62,331 | 1.52% | 1.66% | 13 | +21,413 | 1.4% | Q4 2025 | Feb 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,430,907 | 57,594 | 0.93% | 0.95% | 14 | +36,935 | 2.65% | Q4 2025 | Jan 15, 2026 |
| Cheviot Value Management, LLC | History | Added to | 1,269,271 | 51,151 | 5.02% | 4.69% | 15 | +188,770 | 17.47% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,174,085 | 47,257 | 0.01% | — | 16 | +1,174,085 | New | Q4 2025 | Feb 17, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 1,011,006 | 40,692 | 12.79% | 12.64% | 17 | +68,964 | 7.32% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,007,579 | 40,089 | 0.05% | 0.04% | 18 | +391,981 | 63.67% | Q4 2025 | Mar 09, 2026 |
| Horizon Investments, LLC | History | Added to | 847,744 | 34,121 | 0.43% | 0.44% | 19 | +12,799 | 1.53% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 798,208 | 32,127 | 0.01% | 0.01% | 20 | -12,933 | -1.59% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 690,443 | 27,790 | 0.78% | 1.65% | 21 | +43,262 | 6.68% | Q4 2025 | Feb 10, 2026 |
| Janney Capital Management LLC | History | Reduced | 674,136 | 27,134 | 1.7% | 1.79% | 22 | -35,525 | -5.01% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 669,671 | 27,008 | 0.05% | 0.06% | 23 | -111,053 | -14.22% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 668,143 | 26,892 | 0.03% | 0.03% | 24 | +11,587 | 1.76% | Q4 2025 | Feb 06, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 657,598 | 26,468 | 4.43% | 4.38% | 25 | +59,139 | 9.88% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 635,691 | 25,586 | 0.01% | 0.01% | 26 | +5,710 | 0.91% | Q4 2025 | Feb 18, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 630,110 | 25,361 | 1.95% | 2.0% | 27 | +32,121 | 5.37% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 582,684 | 23,453 | 0.27% | 0.31% | 28 | +138,299 | 31.12% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 577,580 | 23,247 | 0.3% | 0.29% | 29 | +38,498 | 7.14% | Q4 2025 | Feb 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 526,120 | 21,176 | 2.48% | 2.58% | 30 | +6,690 | 1.29% | Q4 2025 | Jan 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 493,688 | 19,870 | 1.49% | 1.26% | 31 | +10,485 | 2.17% | Q4 2025 | Feb 17, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 486,548 | 19,583 | 4.5% | — | 32 | +486,548 | New | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 476,648 | 19,185 | 0.02% | 0.02% | 33 | +44,924 | 10.41% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 471,243 | 18,967 | 0.04% | 0.04% | 34 | -49,427 | -9.49% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 425,508 | 17,156 | 1.97% | 2.02% | 35 | +18,069 | 4.43% | Q4 2025 | Feb 03, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 421,309 | 16,957 | 1.1% | 1.05% | 36 | +40,887 | 10.75% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 407,789 | 16,413 | 0.04% | 0.05% | 37 | -4,832 | -1.17% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 404,543 | 16,282 | 0.01% | 0.01% | 38 | +21,557 | 5.63% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 397,961 | 15,962 | 5.33% | 4.98% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Austin Wealth Management, LLC | History | Added to | 390,656 | 15,743 | 2.33% | 2.25% | 40 | +39,408 | 11.22% | Q4 2025 | Jan 26, 2026 |
| Canal Capital Management, LLC | History | Added to | 381,783 | 15,366 | 2.18% | 2.22% | 41 | +17,529 | 4.81% | Q4 2025 | Jan 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 378,080 | 15,217 | 0.95% | — | 42 | +378,080 | New | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 361,167 | 14,536 | 0.05% | 0.05% | 43 | +5,680 | 1.6% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 356,828 | 14,344 | 0.02% | 0.02% | 44 | +20,229 | 6.01% | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 351,883 | 14,163 | 4.98% | 5.76% | 45 | +5,060 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 323,183 | 13,008 | 0.07% | 0.07% | 46 | +11,354 | 3.64% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 315,864 | 12,713 | 0.05% | 0.05% | 47 | +48,334 | 18.07% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 311,607 | 12,542 | 0.86% | 0.89% | 48 | +19,485 | 6.67% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 304,735 | 12,266 | 0.03% | 0.03% | 49 | +27,935 | 10.09% | Q4 2025 | Feb 11, 2026 |
| VICUS CAPITAL | History | Added to | 302,833 | 12,189 | 0.91% | 0.93% | 50 | +1,692 | 0.56% | Q4 2025 | Jan 22, 2026 |
| Brookstone Capital Management | History | New | 298,893 | 12,030 | 0.14% | — | 51 | +298,893 | New | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 296,234 | 11,923 | 0.05% | 0.05% | 52 | +18,762 | 6.76% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 295,894 | 11,909 | 0.07% | 0.06% | 53 | +44,635 | 17.76% | Q4 2025 | Feb 13, 2026 |
| M Wealth Management, LLC | History | Added to | 274,389 | 11,044 | 9.61% | 9.74% | 54 | +1,047 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 266,951 | 10,744 | 0.05% | 0.05% | 55 | +33,600 | 14.4% | Q4 2025 | Feb 17, 2026 |
| Ballew Advisors, Inc | History | Added to | 264,135 | 10,649 | 6.0% | 4.45% | 56 | +68,293 | 34.87% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 243,649 | 9,806 | 0.01% | 0.01% | 57 | +46,373 | 23.51% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 233,521 | 9,399 | 0.16% | 0.18% | 58 | -11,544 | -4.71% | Q4 2025 | Feb 17, 2026 |
| Finivi Inc. | History | New | 230,699 | 9,285 | 5.37% | — | 59 | +230,699 | New | Q4 2025 | Jan 27, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 229,396 | 9,233 | 1.17% | 1.47% | 60 | -53,301 | -18.85% | Q4 2025 | Jan 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 228,099 | 9,180 | 0.99% | 1.08% | 61 | +20,085 | 9.66% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 222,662 | 8,962 | 0.47% | 0.42% | 62 | +35,367 | 18.88% | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 222,459 | 8,953 | 0.52% | 0.4% | 63 | +59,478 | 36.49% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 203,223 | 8,179 | 0.06% | 0.03% | 64 | +128,927 | 173.53% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 198,798 | 8,001 | 0.01% | 0.01% | 65 | +7,301 | 3.81% | Q4 2025 | Feb 02, 2026 |
| Journey Advisory Group, LLC | History | Added to | 196,353 | 7,903 | 0.66% | 0.58% | 66 | +4,771 | 2.49% | Q4 2025 | Jan 27, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 196,303 | 7,901 | 2.13% | 2.09% | 67 | +8,609 | 4.59% | Q4 2025 | Feb 02, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 188,134 | 7,572 | 9.75% | 11.29% | 68 | -18,967 | -9.16% | Q4 2025 | Jan 21, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 175,958 | 7,082 | 0.52% | 0.58% | 69 | -17,007 | -8.81% | Q4 2025 | Feb 12, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 175,789 | 7,075 | 0.59% | 0.6% | 70 | +7,193 | 4.27% | Q4 2025 | Feb 09, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 168,735 | 6,791 | 4.16% | 4.33% | 71 | +1,527 | 0.91% | Q4 2025 | Jan 26, 2026 |
| V2 Financial group LLC | History | Added to | 165,978 | 6,680 | 3.29% | 3.31% | 72 | +18,762 | 12.74% | Q4 2025 | Jan 21, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 157,623 | 6,344 | 2.0% | 2.22% | 73 | +3,042 | 1.97% | Q4 2025 | Jan 08, 2026 |
| Keystone Financial Group | History | Added to | 155,362 | 6,253 | 0.46% | 0.02% | 74 | +148,624 | 2205.76% | Q4 2025 | Feb 06, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 148,572 | 5,980 | 0.6% | 0.64% | 75 | -6,843 | -4.4% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 141,148 | 5,681 | 0.05% | 0.05% | 76 | +7,132 | 5.32% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 138,070 | 5,557 | 0.0% | 0.0% | 77 | +84,623 | 158.33% | Q4 2025 | Feb 11, 2026 |
| Freedom Financial Partners LLC | History | Added to | 137,216 | 5,522 | 2.01% | 2.01% | 78 | +7,159 | 5.5% | Q4 2025 | Jan 06, 2026 |
| ASSETMARK, INC | History | Added to | 136,252 | 5,484 | 0.01% | 0.01% | 79 | +43,287 | 46.56% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 131,778 | 5,304 | 0.24% | 0.19% | 80 | +29,162 | 28.42% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 128,587 | 5,175 | 0.0% | 0.0% | 81 | +29,375 | 29.61% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 120,055 | 4,832 | 0.36% | 0.19% | 82 | +59,964 | 99.79% | Q4 2025 | Jan 20, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 118,606 | 4,773 | 3.5% | 3.64% | 83 | +519 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 118,131 | 4,754 | 0.31% | 0.62% | 84 | -108,354 | -47.84% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 116,996 | 4,709 | 0.01% | 0.01% | 85 | +23,082 | 24.58% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 113,157 | 4,554 | 0.01% | 0.01% | 86 | +17,372 | 18.14% | Q4 2025 | Feb 12, 2026 |
| Napier Financial, LLC | History | New | 112,603 | 4,532 | 1.13% | — | 87 | +112,603 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 112,437 | 4,525 | 0.09% | 0.11% | 88 | -5,100 | -4.34% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 110,770 | 4,458 | 0.1% | 0.14% | 89 | +6,391 | 6.12% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 110,414 | 4,444 | 0.05% | 0.06% | 90 | +1,354 | 1.24% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 109,312 | 4,399 | 0.37% | 0.38% | 91 | -4,369 | -3.84% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Reduced | 108,826 | 4,380 | 0.62% | 1.05% | 92 | -60,204 | -35.62% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 108,057 | 4,349 | 1.63% | 1.72% | 93 | -2,684 | -2.42% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 108,013 | 4,347 | 0.03% | 0.03% | 94 | -12,857 | -10.64% | Q4 2025 | Jan 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 104,763 | 4,216 | 0.47% | 0.58% | 95 | -18,123 | -14.75% | Q4 2025 | Jan 14, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 104,022 | 4,186 | 2.17% | 2.06% | 96 | +13,176 | 14.5% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 103,824 | 4,178 | 0.0% | 0.0% | 97 | +7,812 | 8.14% | Q4 2025 | Feb 10, 2026 |
| Premier Private Wealth Management LLC | History | New | 103,209 | 4,140 | 4.29% | — | 98 | +103,209 | New | Q4 2025 | Feb 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 101,091 | 4,068 | 0.5% | 0.64% | 99 | -22,878 | -18.45% | Q4 2025 | Jan 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 100,944 | 4,067 | 1.83% | 1.8% | 100 | +14,607 | 16.92% | Q4 2025 | Feb 13, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 99,784 | 4,016 | 3.11% | 2.99% | 101 | +1,224 | 1.24% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 98,177 | 3,951 | 0.03% | 0.04% | 102 | -28,135 | -22.27% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 92,277 | 3,722 | 0.14% | 0.22% | 103 | +3,303 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 90,132 | 3,627 | 0.12% | 0.14% | 104 | -8,065 | -8.21% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 90,083 | 3,625 | 1.05% | 0.91% | 105 | +16,082 | 21.73% | Q4 2025 | Feb 05, 2026 |
| Redwood Park Advisors LLC | History | Added to | 90,061 | 3,624 | 2.46% | 2.17% | 106 | +9,202 | 11.38% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | No change | 89,744 | 3,612 | 1.18% | 1.22% | 107 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 86,190 | 3,469 | 1.14% | 1.06% | 108 | +10,663 | 14.12% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 84,607 | 3,405 | 0.08% | 0.08% | 109 | +3,229 | 3.97% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 82,165 | 3,319 | 0.01% | 0.01% | 110 | +4,813 | 6.22% | Q4 2025 | Feb 10, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 82,087 | 3,304 | 0.9% | 0.97% | 111 | -5,498 | -6.28% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 79,507 | 3,200 | 0.01% | 0.01% | 112 | -11,471 | -12.61% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 79,327 | 3,192 | 0.06% | 0.07% | 113 | +2,987 | 3.91% | Q4 2025 | Feb 19, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 79,205 | 3,188 | 1.78% | — | 114 | +79,205 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,138 | 3,104 | 0.0% | 0.0% | 115 | +4,184 | 5.74% | Q4 2025 | Feb 13, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 75,927 | 3,056 | 5.47% | 5.87% | 116 | +4,661 | 6.54% | Q4 2025 | Jan 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 70,926 | 2,854 | 1.81% | 1.82% | 117 | +4,069 | 6.09% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 69,486 | 2,796 | 0.07% | 0.07% | 118 | +4,292 | 6.58% | Q4 2025 | Jan 28, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 59,964 | 2,413 | 2.44% | 2.3% | 119 | +2,471 | 4.3% | Q4 2025 | Jan 26, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 59,599 | 2,398 | 0.67% | 0.71% | 120 | -2,027 | -3.29% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 57,145 | 2,300 | 0.01% | 0.01% | 121 | -4,652 | -7.53% | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 55,973 | 2,252 | 0.13% | 0.14% | 122 | -426 | -0.76% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 55,057 | 2,220 | 0.09% | 0.11% | 123 | -6,099 | -9.97% | Q4 2025 | Jan 09, 2026 |
| Fortis Advisors, LLC | History | Added to | 54,612 | 2,198 | 1.19% | 1.22% | 124 | +1,006 | 1.88% | Q4 2025 | Feb 10, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 53,917 | 2,170 | 0.5% | 0.54% | 125 | +954 | 1.8% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 50,125 | 2,017 | 0.23% | 0.27% | 126 | +12,039 | 31.61% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 49,151 | 1,978 | 0.27% | 0.26% | 127 | +2,647 | 5.69% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 47,902 | 1,928 | 0.78% | — | 128 | +47,902 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 47,135 | 1,897 | 0.0% | — | 129 | +47,135 | New | Q4 2025 | Mar 25, 2026 |
| Atlas Wealth LLC | History | Added to | 46,781 | 1,882 | 0.57% | 0.48% | 130 | +10,436 | 28.71% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 44,556 | 1,793 | 0.2% | 0.18% | 131 | +5,650 | 14.52% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 43,592 | 1,754 | 0.01% | 0.04% | 132 | -64,811 | -59.79% | Q4 2025 | Jan 26, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 42,334 | 1,711 | 0.71% | 0.36% | 133 | +22,358 | 111.92% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,932 | 1,687 | 0.0% | 0.0% | 134 | +4,854 | 13.09% | Q4 2025 | Mar 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 41,620 | 1,675 | 0.06% | 0.06% | 135 | -1,383 | -3.22% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 41,087 | 1,653 | 0.0% | — | 136 | +41,087 | New | Q4 2025 | Feb 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 40,857 | 1,644 | 0.95% | 0.99% | 137 | -645 | -1.55% | Q4 2025 | Jan 27, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 39,181 | 1,577 | 0.07% | 0.09% | 138 | -9,115 | -18.87% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 39,087 | 1,573 | 1.05% | 1.17% | 139 | -3,275 | -7.73% | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 38,730 | 1,558 | 0.16% | 0.18% | 140 | +18,609 | 92.49% | Q4 2025 | Jan 26, 2026 |
| SK Wealth Management, LLC | History | Reduced | 37,077 | 1,494 | 0.42% | 1.04% | 141 | -31,807 | -46.17% | Q4 2025 | Jan 30, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 36,519 | 1,469 | 0.19% | 0.19% | 142 | +580 | 1.61% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 36,396 | 1,464 | 0.11% | 0.12% | 143 | -2,963 | -7.53% | Q4 2025 | Jan 29, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 35,761 | 1,439 | 0.11% | 0.12% | 144 | -2,831 | -7.34% | Q4 2025 | Jan 16, 2026 |
| Marshall Financial Group, LLC | History | Added to | 35,695 | 1,436 | 0.28% | 0.24% | 145 | +5,331 | 17.56% | Q4 2025 | Jan 09, 2026 |
| Cooper Financial Group | History | Reduced | 35,172 | 1,415 | 0.15% | 0.17% | 146 | -3,625 | -9.34% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 34,975 | 1,407 | 0.03% | 0.03% | 147 | -1,114 | -3.09% | Q4 2025 | Feb 12, 2026 |
| Pointe Capital Management LLC | History | Added to | 33,648 | 1,354 | 0.67% | 0.63% | 148 | +2,057 | 6.51% | Q4 2025 | Feb 17, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | New | 33,630 | 1,353 | 0.61% | — | 149 | +33,630 | New | Q4 2025 | Feb 10, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 33,530 | 1,349 | 0.35% | 0.38% | 150 | -1,539 | -4.39% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 32,868 | 1,322 | 0.0% | 0.0% | 151 | +1,509 | 4.81% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 32,139 | 1,290 | 0.29% | 0.35% | 152 | -1,309 | -3.91% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Added to | 31,644 | 1,273 | 0.06% | 0.07% | 153 | +753 | 2.44% | Q4 2025 | Jan 26, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 31,029 | 1,248 | 0.6% | — | 154 | +31,029 | New | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,017 | 1,208 | 0.01% | 0.01% | 155 | +7,789 | 35.04% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 29,812 | 1,199 | 0.11% | 0.11% | 156 | +1,056 | 3.67% | Q4 2025 | Jan 23, 2026 |
| MBL Wealth, LLC | History | Reduced | 29,575 | 1,190 | 0.1% | 0.14% | 157 | -8,563 | -22.45% | Q4 2025 | Jan 21, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 29,408 | 1,183 | 1.04% | — | 158 | +29,408 | New | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 27,932 | 1,124 | 0.01% | 0.01% | 159 | -9,158 | -24.69% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | Added to | 26,826 | 1,079 | 0.1% | 0.08% | 160 | +5,394 | 25.17% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 26,683 | 1,074 | 0.02% | 0.02% | 161 | +8,264 | 44.87% | Q4 2025 | Feb 02, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 26,422 | 1,063 | 1.07% | — | 162 | +26,422 | New | Q4 2025 | Jan 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 26,036 | 1,047 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 24,320 | 978 | 0.32% | 0.42% | 164 | -980 | -3.87% | Q4 2025 | Feb 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 23,975 | 964 | 0.11% | 0.11% | 165 | +700 | 3.01% | Q4 2025 | Jan 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 23,361 | 940 | 0.12% | — | 166 | +23,361 | New | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 21,606 | 869 | 0.07% | 0.08% | 167 | -2,246 | -9.42% | Q4 2025 | Feb 17, 2026 |
| True North Advisors, LLC | History | Added to | 21,439 | 862 | 0.11% | 0.04% | 168 | +14,961 | 230.95% | Q4 2025 | Jan 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 21,052 | 848 | 0.11% | 0.04% | 169 | +11,977 | 131.98% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 21,012 | 845 | 0.01% | 0.01% | 170 | +3,089 | 17.23% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 20,751 | 835 | 0.04% | 0.08% | 171 | -39,065 | -65.31% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 20,524 | 826 | 0.35% | 0.13% | 172 | +12,753 | 164.11% | Q4 2025 | Feb 05, 2026 |
| Sachetta, LLC | History | Reduced | 20,355 | 819 | 0.45% | 0.32% | 173 | -874 | -4.12% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 20,172 | 811 | 0.04% | 0.04% | 174 | -195 | -0.96% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 19,488 | 784 | 0.07% | 0.06% | 175 | +1,933 | 11.01% | Q4 2025 | Jan 26, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 19,189 | 772 | 0.26% | 0.27% | 176 | -227 | -1.17% | Q4 2025 | Jan 22, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 18,750 | 754 | 0.48% | 0.49% | 177 | +175 | 0.94% | Q4 2025 | Feb 04, 2026 |
| Trilogy Capital Inc. | History | Added to | 18,111 | 728 | 0.03% | 0.03% | 178 | +35 | 0.19% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 17,991 | 724 | 0.0% | 0.0% | 179 | -1,865 | -9.39% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,811 | 716 | 0.01% | 0.02% | 180 | +286 | 1.63% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 17,779 | 715 | 0.0% | 0.0% | 181 | -138 | -0.77% | Q4 2025 | Feb 10, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 17,706 | 712 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 17,489 | 703 | 0.13% | 0.15% | 183 | -2,444 | -12.26% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Added to | 17,385 | 699 | 0.03% | 0.03% | 184 | +1,370 | 8.55% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,049 | 686 | 0.03% | 0.03% | 185 | +1,379 | 8.8% | Q4 2025 | Feb 05, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 16,442 | 661 | 0.37% | 0.4% | 186 | -204 | -1.23% | Q4 2025 | Feb 10, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 16,265 | 654 | 0.28% | 0.44% | 187 | -7,635 | -31.95% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 15,971 | 642 | 0.04% | 0.04% | 188 | +43 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Unified Investment Management | History | Added to | 15,845 | 637 | 0.64% | 0.6% | 189 | +900 | 6.02% | Q4 2025 | Feb 09, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 14,962 | 602 | 0.15% | 0.14% | 190 | +228 | 1.55% | Q4 2025 | Jan 21, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 14,882 | 599 | 0.37% | 0.26% | 191 | +5,527 | 59.08% | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,764 | 594 | 0.07% | 0.07% | 192 | +251 | 1.73% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,406 | 580 | 0.01% | 0.02% | 193 | +186 | 1.31% | Q4 2025 | Jan 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 14,379 | 578 | 0.19% | 0.18% | 194 | +259 | 1.83% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 14,004 | 563 | 0.25% | — | 195 | +14,004 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,969 | 562 | 0.08% | 0.08% | 196 | +88 | 0.63% | Q4 2025 | Feb 10, 2026 |
| Paragon Capital Management Ltd | History | No change | 13,961 | 561 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,748 | 553 | 0.01% | 0.01% | 198 | +1,606 | 13.23% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 13,661 | 549 | 0.0% | 0.0% | 199 | -250 | -1.8% | Q4 2025 | Jan 30, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 13,512 | 543 | 0.1% | 3.77% | 200 | -486,086 | -97.3% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,442 | 541 | 0.01% | 0.01% | 201 | +1,182 | 9.64% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 13,350 | 537 | 0.01% | 0.01% | 202 | -25 | -0.19% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,200 | 531 | 0.0% | 0.0% | 203 | -4,836 | -26.81% | Q4 2025 | Feb 13, 2026 |
| Alaethes Wealth, LLC | History | Added to | 13,188 | 530 | 0.15% | 0.12% | 204 | +2,321 | 21.36% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | New | 13,033 | 525 | 0.04% | — | 205 | +13,033 | New | Q4 2025 | Feb 11, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 12,948 | 521 | 0.19% | 0.21% | 206 | -333 | -2.51% | Q4 2025 | Jan 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,787 | 514 | 0.01% | — | 207 | +12,787 | New | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 12,443 | 499 | 0.07% | — | 208 | +12,443 | New | Q4 2025 | Feb 17, 2026 |
| Westmount Partners, LLC | History | Reduced | 12,041 | 484 | 0.12% | 0.13% | 209 | -203 | -1.66% | Q4 2025 | Jan 15, 2026 |
| Vantus Wealth LLC | History | New | 11,990 | 482 | 0.36% | — | 210 | +11,990 | New | Q4 2025 | Feb 10, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 11,715 | 471 | 0.09% | 0.1% | 211 | -81 | -0.69% | Q4 2025 | Jan 21, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 11,687 | 470 | 0.32% | 0.33% | 212 | +791 | 7.26% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 11,649 | 468 | 0.03% | 0.03% | 213 | +2 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 11,444 | 460 | 0.1% | 0.1% | 214 | +412 | 3.73% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | New | 11,272 | 453 | 0.01% | — | 215 | +11,272 | New | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,800 | 434 | 0.02% | 0.03% | 216 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ballast Financial Advisors LLC | History | New | 10,771 | 433 | 0.45% | — | 217 | +10,771 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 10,667 | 429 | 0.0% | 0.0% | 218 | +10,370 | 3491.58% | Q4 2025 | Jan 26, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 10,624 | 427 | 0.23% | 0.26% | 219 | -973 | -8.39% | Q4 2025 | Feb 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,581 | 425 | 0.01% | 0.01% | 220 | -8,005 | -43.07% | Q4 2025 | Feb 02, 2026 |
| Heritage Financial Services, LLC | History | No change | 10,521 | 423 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Helium Advisors LLC | History | Added to | 10,437 | 420 | 0.43% | 0.2% | 222 | +4,596 | 78.69% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,397 | 418 | 0.01% | 0.01% | 223 | +51 | 0.49% | Q4 2025 | Jan 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 10,239 | 412 | 0.18% | — | 224 | +10,239 | New | Q4 2025 | Feb 06, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 10,210 | 410 | 0.18% | 0.23% | 225 | -2,436 | -19.26% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | New | 10,127 | 407 | 0.01% | — | 226 | +10,127 | New | Q4 2025 | Mar 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 10,066 | 405 | 0.04% | 0.05% | 227 | -505 | -4.78% | Q4 2025 | Feb 05, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 10,059 | 404 | 0.28% | — | 228 | +10,059 | New | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 10,000 | 402 | 0.04% | — | 229 | +10,000 | New | Q4 2025 | Feb 09, 2026 |
| Addison Capital Co | History | Reduced | 9,974 | 401 | 0.1% | 0.19% | 230 | -6,164 | -38.2% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 9,893 | 399 | 0.01% | — | 231 | +9,893 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,843 | 396 | 0.0% | 0.0% | 232 | -689 | -6.54% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 9,761 | 392 | 0.01% | — | 233 | +9,761 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 9,722 | 391 | 0.0% | 0.0% | 234 | +3,637 | 59.77% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 9,620 | 387 | 0.11% | 0.12% | 235 | -291 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 9,422 | 379 | 0.35% | — | 236 | +9,422 | New | Q4 2025 | Feb 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 9,295 | 374 | 0.13% | 0.19% | 237 | -2,058 | -18.13% | Q4 2025 | Feb 09, 2026 |
| Smart Portfolios, LLC | History | Reduced | 9,188 | 369 | 0.37% | 0.37% | 238 | -217 | -2.31% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,533 | 368 | 0.0% | — | 239 | +10,533 | New | Q4 2025 | Feb 18, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,021 | 363 | 0.01% | 0.01% | 240 | -293 | -3.15% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | New | 8,878 | 357 | 0.01% | — | 241 | +8,878 | New | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 8,858 | 356 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,789 | 353 | 0.04% | 0.04% | 243 | +52 | 0.6% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Reduced | 8,764 | 352 | 0.03% | 0.03% | 244 | -45 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | New | 8,636 | 347 | 0.03% | — | 245 | +8,636 | New | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 8,443 | 339 | 0.0% | 0.0% | 246 | +84 | 1.0% | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,399 | 338 | 0.02% | 0.03% | 247 | -453 | -5.12% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 8,092 | 325 | 0.07% | 0.06% | 248 | +1,000 | 14.1% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 8,018 | 322 | 0.01% | — | 249 | +8,018 | New | Q4 2025 | Jan 23, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 7,815 | 315 | 0.06% | 0.06% | 250 | -52 | -0.66% | Q4 2025 | Feb 05, 2026 |
| SYM FINANCIAL Corp | History | Added to | 7,743 | 311 | 0.03% | 0.03% | 251 | +55 | 0.72% | Q4 2025 | Feb 13, 2026 |
| Aufman Associates Inc | History | Added to | 7,725 | 310 | 0.16% | 0.17% | 252 | +254 | 3.4% | Q4 2025 | Feb 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,675 | 308 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 7,583 | 305 | 0.09% | 0.1% | 254 | -433 | -5.4% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 7,548 | 303 | 0.02% | — | 255 | +7,548 | New | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,500 | 301 | 0.0% | 0.0% | 256 | -63,530 | -89.44% | Q4 2025 | Feb 12, 2026 |
| Patten Group, Inc. | History | New | 7,365 | 296 | 0.05% | — | 257 | +7,365 | New | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 7,302 | 293 | 0.09% | 0.14% | 258 | +1,822 | 33.25% | Q4 2025 | Jan 22, 2026 |
| BIP Wealth, LLC | History | New | 7,136 | 287 | 0.01% | — | 259 | +7,136 | New | Q4 2025 | Jan 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,115 | 286 | 0.0% | 0.0% | 260 | -603 | -7.81% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,087 | 285 | 0.02% | 0.02% | 261 | +604 | 9.32% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 6,912 | 278 | 0.0% | — | 263 | +6,912 | New | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,907 | 278 | 0.02% | 0.02% | 262 | +380 | 5.82% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,820 | 274 | 0.02% | 0.02% | 264 | -644 | -8.63% | Q4 2025 | Feb 10, 2026 |
| Saiph Capital, LLC | History | Added to | 6,643 | 267 | 0.1% | 0.07% | 265 | +1,598 | 31.67% | Q4 2025 | Feb 12, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,542 | 263 | 0.12% | 0.16% | 267 | -2,283 | -25.87% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Reduced | 6,558 | 263 | 0.0% | 0.0% | 266 | -1,050 | -13.8% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,489 | 261 | 0.04% | — | 268 | +6,489 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,478 | 260 | 0.01% | 0.01% | 269 | +731 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,459 | 259 | 0.02% | 0.02% | 270 | -1,130 | -14.89% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 6,296 | 253 | 0.03% | 0.03% | 271 | +892 | 16.51% | Q4 2025 | Jan 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,232 | 250 | 0.03% | 0.03% | 272 | +33 | 0.53% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 6,185 | 249 | 0.0% | 0.0% | 273 | +437 | 7.6% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,102 | 245 | 0.01% | 0.01% | 274 | +950 | 18.44% | Q4 2025 | Feb 17, 2026 |
| DKM Wealth Management, Inc. | History | No change | 6,076 | 244 | 0.18% | 0.2% | 275 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Added to | 6,059 | 243 | 0.01% | 0.01% | 276 | +133 | 2.24% | Q4 2025 | Feb 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 5,851 | 235 | 0.15% | — | 277 | +5,851 | New | Q4 2025 | Feb 11, 2026 |
| ADG Wealth Management Group, LLC | History | New | 5,789 | 233 | 0.18% | — | 279 | +5,789 | New | Q4 2025 | Jan 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 5,811 | 233 | 0.01% | 0.01% | 278 | -136 | -2.29% | Q4 2025 | Feb 10, 2026 |
| Chris Bulman Inc | History | New | 5,615 | 226 | 0.1% | — | 280 | +5,615 | New | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Advisors / MI | History | New | 5,524 | 222 | 0.02% | — | 281 | +5,524 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 5,486 | 220 | 0.12% | — | 283 | +5,486 | New | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,480 | 220 | 0.05% | 0.05% | 282 | +706 | 14.79% | Q4 2025 | Feb 17, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 5,400 | 217 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LongView Asset Management LLC | History | Added to | 5,361 | 215 | 0.15% | 0.15% | 285 | +12 | 0.22% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | New | 5,257 | 211 | 0.0% | — | 286 | +5,257 | New | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,157 | 207 | 0.01% | 0.02% | 287 | -2,362 | -31.41% | Q4 2025 | Feb 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 5,000 | 201 | 0.01% | — | 288 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 4,951 | 199 | 0.04% | — | 290 | +4,951 | New | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 4,950 | 199 | 0.01% | 0.01% | 289 | +91 | 1.87% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,797 | 193 | 0.1% | 0.1% | 292 | -1,761 | -26.85% | Q4 2025 | Feb 18, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,800 | 193 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 4,682 | 188 | 0.03% | 0.03% | 293 | -284 | -5.72% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 4,186 | 168 | 0.0% | — | 294 | +4,186 | New | Q4 2025 | Feb 05, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 4,142 | 166 | 0.11% | 0.12% | 295 | -148 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,922 | 157 | 0.0% | 0.0% | 296 | +3,111 | 383.6% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | No change | 3,672 | 147 | 0.64% | 0.16% | 297 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3,435 | 138 | 0.09% | — | 298 | +3,435 | New | Q4 2025 | Feb 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,283 | 132 | 0.0% | 0.0% | 299 | -650 | -16.53% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 2,955 | 118 | 0.02% | 0.02% | 300 | +54 | 1.86% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,703 | 108 | 0.0% | 0.13% | 301 | -105,862 | -97.51% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | No change | 2,635 | 106 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,588 | 104 | 0.0% | — | 303 | +2,588 | New | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,540 | 102 | 0.02% | 0.03% | 304 | -1,200 | -32.09% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,392 | 96 | 0.0% | 0.01% | 305 | -2,483 | -50.93% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 2,090 | 84 | 0.0% | — | 306 | +2,090 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 1,707 | 68 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,688 | 67 | 0.0% | 0.0% | 308 | +39 | 2.37% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,600 | 64 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,581 | 63 | 0.02% | — | 312 | +1,581 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,583 | 63 | 0.02% | 0.02% | 310 | +74 | 4.9% | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | Reduced | 1,587 | 63 | 0.01% | 0.02% | 311 | -67 | -4.05% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,479 | 59 | 0.0% | 0.0% | 313 | +1 | 0.07% | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | New | 1,338 | 54 | 0.03% | — | 314 | +1,338 | New | Q4 2025 | Feb 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,306 | 52 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,242 | 49 | 0.02% | 0.02% | 316 | -1 | -0.08% | Q4 2025 | Feb 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,171 | 47 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pacifica Partners Inc. | History | Reduced | 1,091 | 43 | 0.02% | 0.02% | 318 | -296 | -21.34% | Q4 2025 | Jan 09, 2026 |
| New Millennium Group LLC | History | Reduced | 920 | 37 | 0.02% | 0.02% | 319 | -59 | -6.03% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 921 | 37 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 917 | 36 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 877 | 35 | 0.0% | 0.02% | 322 | -11,944 | -93.16% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | No change | 822 | 33 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 795 | 31 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 731 | 29 | 0.0% | 0.0% | 325 | +13 | 1.81% | Q4 2025 | Feb 20, 2026 |
| Larson Financial Group LLC | History | Added to | 701 | 28 | 0.0% | 0.0% | 326 | +13 | 1.89% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 635 | 25 | 0.0% | 0.0% | 327 | +121 | 23.54% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 552 | 22 | 0.0% | — | 328 | +552 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 535 | 21 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 500 | 20 | 0.0% | — | 330 | +500 | New | Q4 2025 | Jan 27, 2026 |
| Abound Wealth Management | History | Reduced | 495 | 19 | 0.0% | 0.01% | 331 | -277 | -35.88% | Q4 2025 | Jan 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 404 | 16 | 0.01% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 312 | 12 | 0.01% | 0.01% | 333 | -2,243 | -87.79% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 274 | 11 | 0.0% | 0.0% | 334 | +240 | 705.88% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 201 | 8 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 185 | 7 | 0.01% | — | 336 | +185 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 132 | 5 | 0.0% | — | 338 | +132 | New | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Added to | 130 | 5 | 0.0% | 0.0% | 337 | +3 | 2.36% | Q4 2025 | Feb 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 113 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 46 | 1 | 0.0% | 0.0% | 343 | -321 | -87.47% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 47 | 1 | 0.0% | — | 346 | +47 | New | Q4 2025 | Feb 25, 2026 |
| Wilkerson Advisory Group LLC | History | New | 46 | 1 | 0.0% | — | 347 | +46 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 45 | 1 | 0.0% | — | 344 | +45 | New | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | No change | 28 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stadion Money Management, LLC | History | Closed out | 0 | 0 | — | 2.3% | — | -711,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 1.43% | — | -322,432 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Barry Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -91,087 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -23,238 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 1.18% | — | -22,643 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,234 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EQ LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,252 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -12,190 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,841 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,227 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -6,842 | -100.0% | Q3 2025 | Nov 04, 2025 |
| M3 Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,475 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,994 | -100.0% | Q3 2025 | Oct 23, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,168 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,745 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,435 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,134 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,604 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,496 | -100.0% | Q3 2025 | Oct 17, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 3,622 | 0 | — | 0.05% | — | +788 | 27.81% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -773 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20 | 0 | — | 0.0% | — | -5 | -20.0% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |