PROSHARES TRUST - TQQQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,567,083 | 1,664,216 | 0.19% | 0.19% | 1 | +15,695,724 | 98.89% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,266,100 | 1,173,868 | 0.18% | 0.27% | 2 | +5,374,766 | 31.82% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,309,700 | 1,123,447 | 0.17% | 0.19% | 3 | +8,970,542 | 72.7% | Q4 2025 | Feb 12, 2026 |
| Howard Capital Management Inc. | History | Added to | 8,465,262 | 446,288 | 5.78% | 6.3% | 4 | +3,855,510 | 83.64% | Q4 2025 | Jan 23, 2026 |
| Oriental Harbor Investment Master Fund | History | Added to | 2,401,640 | 126,614 | 9.62% | 9.61% | 5 | +1,200,820 | 100.0% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 1,603,190 | 84,520 | 0.04% | 0.03% | 6 | +1,001,587 | 166.49% | Q4 2025 | Feb 13, 2026 |
| PPSC Investment Service Corp | History | Added to | 1,248,785 | 65,835 | 4.91% | 4.74% | 7 | +671,023 | 116.14% | Q4 2025 | Jan 26, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 1,213,489 | 63,975 | 15.57% | 16.73% | 8 | +530,708 | 77.73% | Q4 2025 | Jan 21, 2026 |
| LM Advisors LLC | History | Reduced | 1,110 | 21,050 | 0.38% | 0.16% | 9 | -9,925 | -89.94% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 293,403 | 15,468 | 0.0% | 0.0% | 10 | +133,430 | 83.41% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | New | 278,626 | 14,689 | 0.03% | — | 11 | +278,626 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 255,186 | 13,453 | 0.0% | 0.0% | 12 | +111,099 | 77.11% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 250,542 | 13,208 | 0.34% | 0.34% | 13 | +123,768 | 97.63% | Q4 2025 | Feb 03, 2026 |
| Q3 Asset Management | History | Added to | 234,413 | 12,358 | 2.83% | 1.83% | 14 | +182,719 | 353.46% | Q4 2025 | Jan 27, 2026 |
| Squarepoint Ops LLC | History | Added to | 233,397 | 12,304 | 0.01% | 0.01% | 15 | +103,946 | 80.3% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 223,512 | 11,783 | 0.14% | — | 16 | +223,512 | New | Q4 2025 | Feb 17, 2026 |
| Hiddenite Capital Partners LP | History | No change | 200,000 | 10,544 | 1.37% | 3.75% | 17 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 194,368 | 10,247 | 0.01% | 0.02% | 18 | +86,453 | 80.11% | Q4 2025 | Mar 09, 2026 |
| Optiver Holding B.V. | History | Added to | 185,101 | 9,758 | 0.0% | 0.0% | 19 | +168,606 | 1022.16% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 177,000 | 9,331 | 0.34% | 0.34% | 20 | +88,500 | 100.0% | Q4 2025 | Feb 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 175,202 | 9,237 | 0.3% | 0.42% | 21 | +74,802 | 74.5% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 169,481 | 8,935 | 0.01% | 0.01% | 22 | +88,011 | 108.03% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 168,069 | 8,860 | 0.06% | 0.07% | 23 | +83,661 | 99.12% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 160,144 | 8,458 | 0.01% | 0.01% | 24 | +94,903 | 145.47% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 154,259 | 8,132 | 0.01% | 0.01% | 25 | +89,363 | 137.7% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 151,034 | 7,962 | 0.15% | 0.15% | 26 | +75,518 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 148,680 | 7,838 | 0.03% | 0.03% | 27 | +74,340 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Paragon Advisors, LLC | History | Added to | 146,543 | 7,725 | 2.1% | 1.91% | 28 | +74,933 | 104.64% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 135,309 | 7,443 | 0.01% | 0.01% | 29 | +68,013 | 101.07% | Q4 2025 | Jan 08, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 139,962 | 7,378 | 1.08% | 1.18% | 30 | +64,607 | 85.74% | Q4 2025 | Feb 04, 2026 |
| Main Street Group, LTD | History | Added to | 113,470 | 5,982 | 2.06% | 1.89% | 31 | +51,168 | 82.13% | Q4 2025 | Jan 26, 2026 |
| Diversified Trust Co | History | Added to | 110,000 | 5,799 | 0.11% | 0.11% | 32 | +55,000 | 100.0% | Q4 2025 | Jan 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 105,351 | 5,554 | 0.6% | 0.61% | 33 | +50,867 | 93.36% | Q4 2025 | Jan 20, 2026 |
| TORNO CAPITAL, LLC | History | Reduced | 103,900 | 5,477 | 1.23% | 1.57% | 34 | -80,600 | -43.69% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 103,150 | 5,438 | 0.01% | 0.0% | 35 | +93,514 | 970.46% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 94,800 | 4,997 | 0.02% | — | 36 | +94,800 | New | Q4 2025 | Feb 13, 2026 |
| Ridgepath Capital Management LLC | History | No change | 45,599 | 4,714 | 2.16% | 2.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Edgestream Partners, L.P. | History | Added to | 82,916 | 4,371 | 0.12% | 0.14% | 38 | +35,556 | 75.08% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 81,098 | 4,275 | 0.5% | 0.81% | 39 | +35,420 | 77.54% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 78,980 | 4,163 | 0.0% | 0.0% | 40 | +63,478 | 409.48% | Q4 2025 | Feb 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 78,862 | 4,157 | 0.09% | 0.11% | 41 | +32,931 | 71.7% | Q4 2025 | Feb 03, 2026 |
| HUB Investment Partners, LLC | History | Added to | 78,020 | 4,113 | 0.11% | 0.04% | 42 | +65,498 | 523.06% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 76,572 | 4,036 | 0.19% | 0.26% | 43 | +24,874 | 48.11% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 75,500 | 3,980 | 0.06% | 0.07% | 44 | +37,086 | 96.54% | Q4 2025 | Jan 13, 2026 |
| IMC-Chicago, LLC | History | New | 74,120 | 3,907 | 0.0% | — | 45 | +74,120 | New | Q4 2025 | Jan 29, 2026 |
| Demars Financial Group, LLC | History | Added to | 73,570 | 3,878 | 1.3% | 1.21% | 46 | +39,876 | 118.35% | Q4 2025 | Jan 22, 2026 |
| Finward Bancorp | History | Reduced | 71,744 | 3,782 | 2.94% | 7.98% | 47 | -29,868 | -29.39% | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 71,575 | 3,773 | 0.12% | 0.1% | 48 | +41,222 | 135.81% | Q4 2025 | Jan 20, 2026 |
| BXM Wealth LLC | History | Added to | 117,213 | 3,651 | 2.82% | 2.86% | 49 | +100,544 | 603.18% | Q4 2025 | Jan 20, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 67,453 | 3,556 | 2.77% | 2.66% | 50 | +33,442 | 98.33% | Q4 2025 | Jan 07, 2026 |
| Encompass More Asset Management | History | Added to | 65,009 | 3,427 | 0.63% | 0.72% | 51 | +28,415 | 77.65% | Q4 2025 | Feb 03, 2026 |
| October Effect Ltd | History | New | 61,493 | 3,241 | 3.57% | — | 52 | +61,493 | New | Q4 2025 | Jan 20, 2026 |
| NorthRock Partners, LLC | History | Added to | 60,725 | 3,201 | 0.05% | 0.08% | 53 | +20,133 | 49.6% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 59,808 | 3,153 | 0.08% | 0.01% | 54 | +54,559 | 1039.42% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 58,501 | 3,084 | 0.05% | 0.04% | 55 | +22,740 | 63.59% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 56,505 | 2,978 | 0.1% | 0.1% | 56 | +27,653 | 95.84% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 54,857 | 2,892 | 0.05% | 0.07% | 57 | +24,031 | 77.96% | Q4 2025 | Mar 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 53,623 | 2,827 | 1.13% | 1.08% | 58 | +27,731 | 107.1% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 52,660 | 2,776 | 0.0% | 0.0% | 59 | +30,534 | 138.0% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 52,062 | 2,744 | 0.51% | 0.54% | 60 | +32,113 | 160.98% | Q4 2025 | Jan 26, 2026 |
| Private Capital Management, LLC | History | Added to | 51,000 | 2,688 | 0.25% | 0.11% | 61 | +39,500 | 343.48% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 49,818 | 2,626 | 0.06% | 0.06% | 62 | +25,813 | 107.53% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,227 | 2,542 | 0.0% | 0.01% | 63 | +6,090 | 14.45% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 27,453 | 2,517 | 0.01% | 0.01% | 64 | +729 | 2.73% | Q4 2025 | Feb 10, 2026 |
| DeDora Capital, Inc. | History | Added to | 45,871 | 2,418 | 0.57% | 0.66% | 65 | +19,560 | 74.34% | Q4 2025 | Jan 22, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 45,756 | 2,412 | 1.05% | 1.03% | 66 | +22,707 | 98.52% | Q4 2025 | Jan 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,833 | 2,310 | 0.03% | 0.03% | 67 | +21,951 | 100.32% | Q4 2025 | Feb 05, 2026 |
| Dedeker Financial LLC | History | New | 43,122 | 2,273 | 2.03% | — | 68 | +43,122 | New | Q4 2025 | Mar 31, 2026 |
| Sherman Wealth Management LLC | History | New | 42,668 | 2,249 | 1.95% | — | 69 | +42,668 | New | Q4 2025 | Jan 15, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 41,981 | 2,213 | 0.82% | 0.86% | 70 | +21,834 | 108.37% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 40,594 | 2,140 | 0.08% | 0.08% | 71 | +20,147 | 98.53% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 40,346 | 2,127 | 0.29% | 0.49% | 72 | +8,281 | 25.83% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 40,200 | 2,119 | 0.0% | 0.0% | 73 | +39,200 | 3920.0% | Q4 2025 | Feb 13, 2026 |
| ATX Financial Planning, LLC | History | New | 39,049 | 2,058 | 1.59% | — | 74 | +39,049 | New | Q4 2025 | Feb 19, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 37,859 | 1,995 | 0.66% | — | 75 | +37,859 | New | Q4 2025 | Mar 27, 2026 |
| Canal Capital Management, LLC | History | Added to | 36,042 | 1,900 | 0.27% | 0.28% | 76 | +18,042 | 100.23% | Q4 2025 | Jan 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 35,080 | 1,849 | 0.04% | 0.14% | 77 | -14,209 | -28.83% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | New | 34,000 | 1,792 | 0.0% | — | 78 | +34,000 | New | Q4 2025 | Feb 05, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 33,840 | 1,784 | 0.36% | 0.36% | 79 | +17,920 | 112.56% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | New | 32,000 | 1,687 | 0.0% | — | 80 | +32,000 | New | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 31,966 | 1,685 | 0.01% | 0.01% | 81 | +15,773 | 97.41% | Q4 2025 | Feb 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 31,680 | 1,670 | 0.03% | 0.03% | 82 | +17,631 | 125.5% | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 31,226 | 1,646 | 0.97% | 0.97% | 83 | +15,637 | 100.31% | Q4 2025 | Jan 21, 2026 |
| SPROTT INC. | History | Added to | 30,800 | 1,623 | 0.05% | 0.06% | 84 | +15,400 | 100.0% | Q4 2025 | Feb 12, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 30,221 | 1,593 | 0.52% | 0.61% | 85 | +13,964 | 85.9% | Q4 2025 | Feb 12, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 30,138 | 1,588 | 2.89% | 3.17% | 86 | +14,344 | 90.82% | Q4 2025 | Jan 08, 2026 |
| Sage Capital Management, LLC | History | Added to | 29,043 | 1,531 | 0.71% | 1.07% | 87 | +6,134 | 26.78% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Added to | 28,657 | 1,510 | 0.05% | 0.0% | 88 | +28,028 | 4455.96% | Q4 2025 | Jan 14, 2026 |
| XTX Topco Ltd | History | Added to | 28,080 | 1,480 | 0.04% | 0.08% | 89 | +12,854 | 84.42% | Q4 2025 | Feb 17, 2026 |
| CPR Investments Inc. | History | Added to | 28,036 | 1,478 | 0.99% | 1.4% | 90 | +8,359 | 42.48% | Q4 2025 | Jan 14, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 28,000 | 1,476 | 0.45% | 0.34% | 91 | +14,000 | 100.0% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | New | 27,587 | 1,454 | 0.06% | — | 92 | +27,587 | New | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 27,302 | 1,439 | 0.4% | 0.9% | 93 | -10,989 | -28.7% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,146 | 1,378 | 0.0% | 0.0% | 94 | +20,804 | 389.44% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,154 | 1,378 | 0.07% | 0.11% | 95 | +8,401 | 47.32% | Q4 2025 | Jan 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 26,080 | 1,374 | 0.05% | 0.05% | 96 | +13,040 | 100.0% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 24,733 | 1,303 | 0.02% | 0.02% | 97 | +12,379 | 100.2% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,406 | 1,286 | 0.0% | 0.0% | 98 | +5,005 | 25.8% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 24,122 | 1,271 | 0.02% | 0.01% | 99 | +16,148 | 202.51% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,083 | 1,269 | 0.0% | 0.0% | 100 | +12,075 | 100.56% | Q4 2025 | Mar 25, 2026 |
| FOCUSED ALPHA, LLC | History | New | 23,692 | 1,249 | 0.37% | — | 101 | +23,692 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | New | 23,100 | 1,217 | 0.0% | — | 102 | +23,100 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 22,675 | 1,195 | 0.01% | 0.01% | 103 | +13,547 | 148.41% | Q4 2025 | Jan 21, 2026 |
| Intrua Financial, LLC | History | Added to | 21,559 | 1,136 | 0.12% | 0.09% | 104 | +13,680 | 173.63% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,408 | 1,128 | 0.0% | 0.0% | 105 | +9,751 | 83.65% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 21,327 | 1,124 | 0.0% | 0.0% | 106 | +11,022 | 106.96% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,172 | 1,116 | 0.0% | 0.0% | 107 | +11,602 | 121.23% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,984 | 1,106 | 0.0% | 0.0% | 108 | +9,692 | 85.83% | Q4 2025 | Feb 13, 2026 |
| Richmond Brothers, Inc. | History | Added to | 20,952 | 1,104 | 0.7% | 0.69% | 109 | +10,364 | 97.88% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,803 | 1,096 | 0.01% | 0.0% | 110 | +15,926 | 326.55% | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | New | 20,610 | 1,086 | 0.04% | — | 111 | +20,610 | New | Q4 2025 | Jan 29, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 20,488 | 1,080 | 0.02% | 0.0% | 112 | +8,228 | 67.11% | Q4 2025 | Feb 20, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 20,250 | 1,067 | 0.12% | 0.13% | 113 | +10,125 | 100.0% | Q4 2025 | Jan 12, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 20,000 | 1,054 | 0.04% | 0.04% | 114 | +10,000 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,468 | 1,026 | 0.01% | — | 115 | +19,468 | New | Q4 2025 | Feb 18, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 18,940 | 998 | 0.23% | 0.22% | 116 | +9,470 | 100.0% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,810 | 991 | 0.0% | 0.0% | 117 | +7,770 | 70.38% | Q4 2025 | Feb 12, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 19,505 | 986 | 0.44% | 0.57% | 118 | +8,178 | 72.2% | Q4 2025 | Feb 09, 2026 |
| 25 LLC | History | Added to | 18,510 | 975 | 0.31% | 0.32% | 119 | +9,282 | 100.59% | Q4 2025 | Jan 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 18,431 | 971 | 0.1% | 0.1% | 120 | +9,229 | 100.29% | Q4 2025 | Feb 13, 2026 |
| Wealth Architects, LLC | History | Added to | 18,063 | 952 | 0.09% | 0.1% | 121 | +7,588 | 72.44% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Reduced | 17,538 | 924 | 0.01% | 0.05% | 122 | -21,265 | -54.8% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,300 | 912 | 0.0% | 0.0% | 123 | -24,582 | -58.69% | Q4 2025 | Feb 17, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 17,240 | 908 | 0.74% | 0.61% | 124 | +10,190 | 144.54% | Q4 2025 | Feb 02, 2026 |
| AKUNA SECURITIES LLC | History | New | 16,850 | 888 | 0.0% | — | 125 | +16,850 | New | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 16,757 | 883 | 0.13% | 0.23% | 126 | +2,758 | 19.7% | Q4 2025 | Jan 08, 2026 |
| Lauer Wealth, LLC | History | Added to | 16,140 | 874 | 0.65% | 0.5% | 127 | +9,407 | 139.71% | Q4 2025 | Jan 12, 2026 |
| Segment Wealth Management, LLC | History | Added to | 16,522 | 871 | 0.05% | 0.06% | 128 | +6,526 | 65.29% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,348 | 861 | 0.05% | 0.06% | 129 | +7,600 | 86.88% | Q4 2025 | Feb 10, 2026 |
| PGIM Custom Harvest LLC | History | New | 16,089 | 848 | 0.01% | — | 130 | +16,089 | New | Q4 2025 | Feb 17, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 16,000 | 843 | 0.06% | 0.03% | 131 | +12,000 | 300.0% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 15,970 | 841 | 0.0% | 0.0% | 132 | +7,785 | 95.11% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,320 | 807 | 0.0% | 0.0% | 133 | +12,383 | 421.62% | Q4 2025 | Feb 18, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 15,163 | 799 | 0.34% | 0.16% | 134 | +11,779 | 348.08% | Q4 2025 | Jan 21, 2026 |
| Global Assets Advisory, LLC | History | Added to | 13,327 | 782 | 0.22% | 0.14% | 136 | +8,924 | 202.68% | Q4 2025 | Feb 09, 2026 |
| Erickson Financial Group, LLC | History | Added to | 14,840 | 782 | 0.48% | 0.58% | 135 | +5,963 | 67.17% | Q4 2025 | Jan 21, 2026 |
| Scientech Research LLC | History | New | 14,753 | 777 | 0.49% | — | 137 | +14,753 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 14,647 | 772 | 0.11% | 0.11% | 138 | +6,869 | 88.31% | Q4 2025 | Jan 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 14,556 | 767 | 0.13% | 0.14% | 139 | +7,278 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,200 | 748 | 0.03% | 0.03% | 140 | +7,100 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 14,200 | 748 | 0.32% | 0.32% | 141 | +7,100 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Core Wealth Partners LLC | History | Added to | 14,016 | 724 | 0.33% | 0.36% | 142 | +6,285 | 81.3% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 13,654 | 719 | 0.0% | 0.0% | 143 | +6,827 | 100.0% | Q4 2025 | Jan 30, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,646 | 719 | 0.04% | 0.04% | 144 | +6,817 | 99.82% | Q4 2025 | Jan 12, 2026 |
| Daviman Financial, LLC | History | New | 13,413 | 707 | 0.41% | — | 145 | +13,413 | New | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,384 | 705 | 0.01% | 0.01% | 146 | +6,030 | 82.0% | Q4 2025 | Feb 10, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 13,308 | 701 | 0.28% | 0.32% | 147 | +6,181 | 86.73% | Q4 2025 | Jan 16, 2026 |
| Fortune Financial Group, Inc. | History | New | 11,864 | 691 | 0.68% | — | 148 | +11,864 | New | Q4 2025 | Feb 11, 2026 |
| AlTi Global, Inc. | History | Added to | 13,082 | 689 | 0.01% | 0.02% | 149 | +6,541 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,907 | 680 | 0.07% | 0.07% | 150 | +6,453 | 99.98% | Q4 2025 | Feb 18, 2026 |
| Harvest Investment Services, LLC | History | Added to | 12,611 | 664 | 0.13% | 0.13% | 151 | +6,225 | 97.48% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,582 | 663 | 0.02% | 0.02% | 152 | +6,356 | 102.09% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,398 | 653 | 0.05% | 0.05% | 153 | +5,993 | 93.57% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,189 | 642 | 0.02% | 0.03% | 154 | +3,400 | 38.68% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,971 | 631 | 0.0% | 0.0% | 155 | +10,074 | 531.05% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Added to | 11,863 | 625 | 0.31% | 0.43% | 156 | +4,200 | 54.81% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,850 | 624 | 0.0% | 0.01% | 157 | +5,894 | 98.96% | Q4 2025 | Feb 18, 2026 |
| FWG Holdings, LLC | History | No change | 5,087 | 613 | 0.23% | 0.26% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Balefire, LLC | History | Added to | 11,014 | 580 | 0.11% | 0.12% | 159 | +5,010 | 83.44% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 10,924 | 575 | 0.01% | 0.02% | 160 | +2,497 | 29.63% | Q4 2025 | Feb 06, 2026 |
| Vines Capital Management, LLC | History | New | 10,758 | 567 | 0.55% | — | 161 | +10,758 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 10,750 | 566 | 0.0% | 0.0% | 162 | +4,997 | 86.86% | Q4 2025 | Jan 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,452 | 551 | 0.01% | 0.01% | 163 | +4,291 | 69.65% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,399 | 548 | 0.0% | 0.0% | 164 | +5,666 | 119.71% | Q4 2025 | Feb 17, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 10,268 | 541 | 0.6% | 0.57% | 165 | -1,043 | -9.22% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,883 | 521 | 0.0% | 0.0% | 166 | +1,949 | 24.57% | Q4 2025 | Feb 10, 2026 |
| Premier Private Wealth Management LLC | History | New | 9,378 | 516 | 0.53% | — | 167 | +9,378 | New | Q4 2025 | Feb 11, 2026 |
| Innova Wealth Partners | History | Added to | 9,478 | 499 | 0.25% | 0.34% | 168 | +3,372 | 55.22% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,462 | 498 | 0.01% | 0.02% | 169 | +3,685 | 63.79% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,426 | 496 | 0.0% | 0.0% | 170 | +4,713 | 100.0% | Q4 2025 | Jan 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,363 | 493 | 0.05% | 0.06% | 171 | +4,565 | 95.14% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 9,344 | 492 | 0.0% | 0.0% | 172 | +4,672 | 100.0% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,285 | 489 | 0.0% | 0.0% | 173 | +6,548 | 239.24% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 9,124 | 481 | 0.05% | 0.04% | 175 | +5,940 | 186.56% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,130 | 481 | 0.01% | 0.02% | 174 | +4,110 | 81.87% | Q4 2025 | Jan 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,105 | 479 | 0.0% | 0.0% | 176 | +3,519 | 63.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,929 | 470 | 0.0% | — | 177 | +8,929 | New | Q4 2025 | Feb 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 8,705 | 458 | 0.02% | 0.04% | 178 | +4,138 | 90.61% | Q4 2025 | Feb 09, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 8,585 | 452 | 0.12% | 0.11% | 179 | +4,443 | 107.27% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 8,554 | 450 | 0.22% | — | 180 | +8,554 | New | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,527 | 449 | 0.03% | 0.03% | 181 | +4,264 | 100.02% | Q4 2025 | Feb 10, 2026 |
| T3 Companies, LLC | History | New | 8,409 | 443 | 0.55% | — | 182 | +8,409 | New | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,392 | 442 | 0.0% | 0.0% | 183 | +4,196 | 100.0% | Q4 2025 | Feb 05, 2026 |
| Family Capital Management, Inc. | History | Added to | 8,339 | 439 | 0.2% | 0.21% | 184 | +4,145 | 98.83% | Q4 2025 | Jan 27, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 8,300 | 437 | 0.24% | 0.25% | 185 | +4,090 | 97.15% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,033 | 434 | 0.01% | 0.01% | 186 | +5,266 | 190.31% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 8,140 | 429 | 0.01% | 0.01% | 187 | +4,070 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Ignite Planners, LLC | History | Added to | 7,940 | 428 | 0.07% | 0.07% | 188 | +3,910 | 97.02% | Q4 2025 | Feb 06, 2026 |
| Dale Q Rice Investment Management Ltd | History | Added to | 8,118 | 427 | 0.31% | 0.32% | 190 | +3,985 | 96.42% | Q4 2025 | Jan 30, 2026 |
| Golden State Equity Partners | History | Added to | 8,103 | 427 | 0.07% | 0.07% | 189 | +3,816 | 89.01% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 8,065 | 425 | 0.03% | 0.03% | 192 | +3,789 | 88.61% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,065 | 425 | 0.0% | 0.0% | 191 | +3,589 | 80.18% | Q4 2025 | Feb 13, 2026 |
| Calamos Advisors LLC | History | New | 4,100 | 423 | 0.0% | — | 193 | +4,100 | New | Q4 2025 | Jan 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,982 | 420 | 0.05% | 0.05% | 194 | +3,817 | 91.64% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 7,806 | 411 | 0.0% | 0.01% | 195 | -2,602 | -25.0% | Q4 2025 | Feb 17, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 7,708 | 406 | 0.08% | 0.08% | 196 | +3,534 | 84.67% | Q4 2025 | Feb 02, 2026 |
| Purus Wealth Management, LLC | History | Added to | 7,573 | 399 | 0.12% | 0.12% | 197 | +3,791 | 100.24% | Q4 2025 | Jan 27, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 7,424 | 391 | 0.03% | 0.03% | 198 | +3,707 | 99.73% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,343 | 387 | 0.0% | 0.01% | 199 | -299 | -3.91% | Q4 2025 | Jan 26, 2026 |
| Tactive Advisors, LLC | History | New | 7,300 | 384 | 0.11% | — | 200 | +7,300 | New | Q4 2025 | Jan 09, 2026 |
| 1248 Management, LLC | History | Added to | 7,300 | 384 | 0.21% | 0.13% | 201 | +5,000 | 217.39% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 7,250 | 382 | 0.07% | 0.07% | 202 | +3,650 | 101.39% | Q4 2025 | Jan 07, 2026 |
| Westmount Partners, LLC | History | Added to | 7,221 | 380 | 0.09% | 0.1% | 203 | +3,702 | 105.2% | Q4 2025 | Jan 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,172 | 378 | 0.02% | 0.02% | 204 | +4,340 | 153.25% | Q4 2025 | Feb 03, 2026 |
| Ironwood Financial, llc | History | Added to | 6,704 | 374 | 0.06% | 0.06% | 205 | +3,272 | 95.34% | Q4 2025 | Jan 15, 2026 |
| Socha Financial Group, LLC | History | Added to | 7,043 | 371 | 0.18% | 0.15% | 206 | +3,617 | 105.58% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,874 | 362 | 0.01% | 0.01% | 207 | +4,534 | 193.76% | Q4 2025 | Feb 13, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 6,759 | 356 | 0.23% | 0.26% | 208 | +2,999 | 79.76% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 6,638 | 350 | 0.0% | 0.0% | 209 | +3,192 | 92.63% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 6,548 | 345 | 0.0% | 0.01% | 210 | +2,338 | 55.53% | Q4 2025 | Jan 15, 2026 |
| KWMG, LLC | History | Added to | 6,524 | 343 | 0.03% | 0.03% | 211 | +3,061 | 88.39% | Q4 2025 | Jan 16, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 6,436 | 339 | 0.03% | — | 212 | +6,436 | New | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,428 | 338 | 0.0% | 0.0% | 213 | -6,206 | -49.12% | Q4 2025 | Feb 06, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 6,400 | 337 | 0.2% | 0.37% | 214 | +700 | 12.28% | Q4 2025 | Feb 03, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 6,277 | 330 | 0.14% | — | 215 | +6,277 | New | Q4 2025 | Feb 24, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 6,229 | 328 | 0.54% | 0.44% | 216 | +3,084 | 98.06% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 6,114 | 322 | 0.01% | — | 217 | +6,114 | New | Q4 2025 | Feb 17, 2026 |
| NRI Wealth Management LC | History | Added to | 6,082 | 320 | 0.16% | 0.17% | 218 | +3,041 | 100.0% | Q4 2025 | Jan 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 6,036 | 318 | 0.08% | 0.09% | 219 | +3,022 | 100.27% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,004 | 316 | 0.06% | 0.07% | 220 | +3,007 | 100.33% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,892 | 310 | 0.0% | 0.0% | 221 | +4,699 | 393.88% | Q4 2025 | Feb 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 10,946 | 309 | 0.05% | 4.33% | 222 | -582,187 | -98.15% | Q4 2025 | Feb 18, 2026 |
| River Wealth Advisors LLC | History | New | 5,650 | 297 | 0.03% | — | 223 | +5,650 | New | Q4 2025 | Feb 13, 2026 |
| 360 Financial, Inc. | History | Added to | 5,562 | 293 | 0.09% | 0.09% | 224 | +2,781 | 100.0% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 5,508 | 290 | 0.02% | 0.02% | 225 | +2,158 | 64.42% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,482 | 289 | 0.01% | 0.01% | 226 | +2,608 | 90.74% | Q4 2025 | Jan 14, 2026 |
| Greenland Capital Management LP | History | Added to | 5,500 | 289 | 0.03% | 0.03% | 227 | +2,500 | 83.33% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 5,361 | 282 | 0.01% | — | 228 | +5,361 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,346 | 281 | 0.0% | 0.01% | 229 | -283 | -5.03% | Q4 2025 | Jan 23, 2026 |
| Verde Capital Management | History | Added to | 5,275 | 278 | 0.06% | 0.06% | 230 | +2,635 | 99.81% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,194 | 273 | 0.02% | — | 231 | +5,194 | New | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | Added to | 5,138 | 270 | 0.09% | 0.09% | 232 | +2,569 | 100.0% | Q4 2025 | Mar 31, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,080 | 267 | 0.01% | 0.01% | 233 | +2,451 | 93.23% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, LLC | History | New | 5,059 | 266 | 0.04% | — | 235 | +5,059 | New | Q4 2025 | Feb 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 5,050 | 266 | 0.02% | 0.05% | 234 | +141 | 2.87% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,000 | 263 | 0.0% | — | 236 | +5,000 | New | Q4 2025 | Jan 29, 2026 |
| James J. Burns & Company, LLC | History | Added to | 5,006 | 263 | 0.04% | 0.04% | 237 | +2,503 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | New | 4,662 | 245 | 0.0% | — | 238 | +4,662 | New | Q4 2025 | Feb 10, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 4,659 | 245 | 0.45% | 0.53% | 239 | -1,660 | -26.27% | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 4,562 | 240 | 0.0% | — | 240 | +4,562 | New | Q4 2025 | Feb 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 4,562 | 240 | 0.14% | — | 241 | +4,562 | New | Q4 2025 | Jan 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 4,534 | 239 | 0.03% | 0.03% | 242 | +2,278 | 100.98% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,505 | 237 | 0.0% | 0.0% | 243 | +2,522 | 127.18% | Q4 2025 | Feb 13, 2026 |
| DLD Asset Management, LP | History | New | 4,481 | 236 | 0.02% | — | 245 | +4,481 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,483 | 236 | 0.0% | 0.0% | 244 | -217 | -4.62% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 4,430 | 233 | 0.01% | 0.01% | 247 | +2,415 | 119.85% | Q4 2025 | Jan 22, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 4,426 | 233 | 0.1% | 0.07% | 246 | +2,289 | 107.11% | Q4 2025 | Jan 28, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,416 | 232 | 0.0% | 0.0% | 248 | +2,208 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Added to | 4,404 | 232 | 0.02% | 0.04% | 249 | +202 | 4.81% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,320 | 227 | 0.0% | 0.0% | 250 | +1,959 | 82.97% | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,112 | 226 | 0.02% | 0.02% | 252 | +2,147 | 109.26% | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,291 | 226 | 0.01% | 0.01% | 251 | +2,033 | 90.04% | Q4 2025 | Feb 09, 2026 |
| Members Advisory Group LLC | History | Added to | 4,280 | 225 | 0.08% | 0.12% | 253 | +1,042 | 32.18% | Q4 2025 | Jan 27, 2026 |
| Northern Capital Management, Inc. | History | Added to | 4,236 | 223 | 0.12% | 0.12% | 254 | +2,118 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 4,197 | 221 | 0.0% | 0.0% | 255 | +1,951 | 86.87% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | New | 4,060 | 214 | 0.0% | — | 257 | +4,060 | New | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,074 | 214 | 0.0% | 0.0% | 256 | +2,037 | 100.0% | Q4 2025 | Feb 19, 2026 |
| NDVR, Inc. | History | New | 4,044 | 213 | 0.18% | — | 258 | +4,044 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,000 | 211 | 0.0% | 0.0% | 259 | +1,800 | 81.82% | Q4 2025 | Feb 11, 2026 |
| MADDEN SECURITIES Corp | History | New | 4,000 | 210 | 0.06% | — | 260 | +4,000 | New | Q4 2025 | Feb 04, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 3,960 | 208 | 0.04% | 0.04% | 261 | +1,980 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 3,919 | 206 | 0.01% | 0.01% | 263 | +1,971 | 101.18% | Q4 2025 | Apr 02, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 3,919 | 206 | 0.02% | 0.04% | 262 | -148 | -3.64% | Q4 2025 | Feb 12, 2026 |
| Monument Capital Management | History | New | 3,855 | 203 | 0.05% | — | 264 | +3,855 | New | Q4 2025 | Jan 26, 2026 |
| SNS Financial Group, LLC | History | New | 3,820 | 201 | 0.02% | — | 265 | +3,820 | New | Q4 2025 | Feb 02, 2026 |
| Busey Bank | History | New | 3,794 | 200 | 0.01% | — | 266 | +3,794 | New | Q4 2025 | Jan 27, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 3,686 | 194 | 0.17% | — | 267 | +3,686 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 3,668 | 193 | 0.02% | — | 268 | +3,668 | New | Q4 2025 | Mar 04, 2026 |
| BlackRock, Inc. | History | Added to | 3,540 | 186 | 0.0% | 0.0% | 269 | +1,770 | 100.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 3,500 | 184 | 0.01% | 0.01% | 270 | +1,750 | 100.0% | Q4 2025 | Feb 26, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,464 | 182 | 0.02% | 0.02% | 271 | +1,732 | 100.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,226 | 170 | 0.01% | — | 272 | +3,226 | New | Q4 2025 | Feb 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 154,444 | 154 | 0.08% | 0.09% | 273 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,788 | 147 | 0.0% | 0.0% | 274 | +1,794 | 180.48% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 338,400 | 146 | 0.0% | 0.09% | 275 | +19,199 | 6.01% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,762 | 145 | 0.01% | 0.01% | 276 | +1,472 | 114.11% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,550 | 134 | 0.08% | — | 277 | +2,550 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 2,333 | 122 | 0.0% | — | 278 | +2,333 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,291 | 120 | 0.0% | 0.0% | 279 | +1,656 | 260.79% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,242 | 118 | 0.0% | 0.01% | 280 | -4,751 | -67.94% | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,065 | 108 | 0.04% | — | 281 | +2,065 | New | Q4 2025 | Jan 20, 2026 |
| Raleigh Capital Management Inc. | History | New | 2,012 | 106 | 0.04% | — | 282 | +2,012 | New | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Added to | 2,000 | 105 | 0.05% | 0.07% | 283 | +802 | 66.94% | Q4 2025 | Feb 06, 2026 |
| Quattro Advisors LLC | History | New | 1,692 | 89 | 0.07% | — | 284 | +1,692 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,426 | 75 | 0.0% | — | 285 | +1,426 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,388 | 73 | 0.0% | 0.0% | 286 | +284 | 25.72% | Q4 2025 | Feb 06, 2026 |
| PayPay Securities Corp | History | Added to | 1,329 | 70 | 2.05% | 1.44% | 287 | +936 | 238.17% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | Added to | 1,167 | 61 | 0.01% | 0.02% | 289 | +583 | 99.83% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,159 | 61 | 0.0% | 0.0% | 288 | +579 | 99.83% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,112 | 58 | 0.0% | 0.0% | 290 | +556 | 100.0% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,103 | 58 | 0.03% | 0.03% | 291 | +552 | 100.18% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,097 | 57 | 0.0% | 0.0% | 292 | +523 | 91.11% | Q4 2025 | Feb 04, 2026 |
| Cresta Advisors, Ltd. | History | New | 1,078 | 56 | 0.02% | — | 294 | +1,078 | New | Q4 2025 | Feb 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 1,062 | 56 | 0.02% | — | 293 | +1,062 | New | Q4 2025 | Jan 23, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,016 | 53 | 0.0% | 0.0% | 295 | +509 | 100.39% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 1,000 | 52 | 0.0% | 0.0% | 296 | +500 | 100.0% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 924 | 48 | 0.0% | 0.0% | 297 | +566 | 158.1% | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 852 | 44 | 0.0% | 0.0% | 298 | +426 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Dogwood Wealth Management LLC | History | New | 831 | 43 | 0.02% | — | 300 | +831 | New | Q4 2025 | Feb 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 828 | 43 | 0.02% | 0.02% | 299 | +414 | 100.0% | Q4 2025 | Feb 18, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 702 | 37 | 0.02% | 0.04% | 301 | -70 | -9.07% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 700 | 36 | 0.0% | 0.0% | 302 | +350 | 100.0% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | Added to | 600 | 31 | 0.0% | 0.0% | 303 | +300 | 100.0% | Q4 2025 | Feb 03, 2026 |
| WFA of San Diego, LLC | History | Added to | 600 | 31 | 0.02% | 0.02% | 304 | +300 | 100.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 584 | 30 | 0.0% | 0.0% | 305 | +240 | 69.77% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | Added to | 500 | 26 | 0.0% | 0.0% | 306 | +267 | 114.59% | Q4 2025 | Feb 13, 2026 |
| Financially Speaking Inc | History | New | 450 | 23 | 0.01% | — | 308 | +450 | New | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 440 | 23 | 0.01% | 0.01% | 307 | +220 | 100.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | New | 400 | 21 | 0.01% | — | 310 | +400 | New | Q4 2025 | Jan 23, 2026 |
| GODSEY & GIBB, INC | History | Added to | 400 | 21 | 0.0% | 0.0% | 309 | +200 | 100.0% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 378 | 19 | 0.0% | — | 311 | +378 | New | Q4 2025 | Feb 09, 2026 |
| Longview Financial Advisors LLC | History | Added to | 376 | 19 | 0.01% | 0.01% | 312 | +188 | 100.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 309 | 16 | 0.0% | 0.0% | 313 | +154 | 99.35% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 301 | 15 | 0.0% | 0.0% | 314 | +150 | 99.34% | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 300 | 15 | 0.04% | 0.04% | 315 | +150 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 240 | 12 | 0.0% | 0.0% | 316 | +226 | 1614.29% | Q4 2025 | Jan 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 200 | 10 | 0.0% | 0.01% | 317 | +100 | 100.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 172 | 9 | 0.0% | — | 318 | +172 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 164 | 8 | 0.0% | — | 320 | +164 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 161 | 8 | 0.0% | — | 319 | +161 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 168 | 8 | 0.0% | 0.0% | 321 | +84 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Financial Management Professionals, Inc. | History | New | 150 | 7 | 0.0% | — | 322 | +150 | New | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 120 | 6 | 0.0% | 0.0% | 324 | +60 | 100.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 125 | 6 | 0.0% | 0.0% | 323 | +33 | 35.87% | Q4 2025 | Feb 17, 2026 |
| Morse Asset Management, Inc | History | Added to | 98 | 5 | 0.0% | 0.0% | 325 | +49 | 100.0% | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | Added to | 91 | 4 | 0.0% | 0.0% | 326 | +55 | 152.78% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 75 | 4 | 0.0% | 0.0% | 327 | +27 | 56.25% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 73 | 3 | 0.0% | 0.0% | 328 | +37 | 102.78% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 68 | 3 | 0.0% | 0.0% | 329 | +34 | 100.0% | Q4 2025 | Jan 28, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 64 | 3 | 0.0% | 0.0% | 330 | +32 | 100.0% | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 40 | 2 | 0.0% | 0.05% | 333 | -991 | -96.12% | Q4 2025 | Feb 03, 2026 |
| HighMark Wealth Management LLC | History | New | 50 | 2 | 0.0% | — | 331 | +50 | New | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | Added to | 50 | 2 | 0.0% | 0.0% | 332 | +25 | 100.0% | Q4 2025 | Jan 30, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 25 | 1 | 0.0% | 0.32% | 336 | -9,475 | -99.74% | Q4 2025 | Jan 16, 2026 |
| Westend Capital Management, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 334 | +10 | 100.0% | Q4 2025 | Jan 15, 2026 |
| Crewe Advisors LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 335 | +10 | 100.0% | Q4 2025 | Jan 16, 2026 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.78% | — | -779,017 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -59,722 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,627 | -100.0% | Q3 2025 | Nov 14, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | New | 20,000 | 0 | — | — | — | +20,000 | New | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -12,481 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Triton Wealth Management, PLLC | History | Closed out | 0 | 0 | — | 0.4% | — | -8,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SURIENCE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -8,715 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,502 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,771 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Revere Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.21% | — | -5,389 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,994 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,820 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,707 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crew Capital Management, Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -3,405 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,210 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Variant Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -2,788 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,469 | -100.0% | Q3 2025 | Feb 24, 2026 |
| Terra Nova Asset Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,174 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -750 | -100.0% | Q3 2025 | Dec 08, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -256 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 24, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Shengqi Capital (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 31.3% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CURIO WEALTH, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 30, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 26, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Anfield Capital Management, LLC | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |