Victory Portfolios II - UITB
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,850,508 | 703,241 | 0.4% | 0.41% | 1 | +123,363 | 0.84% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 5,620,717 | 266,167 | 0.04% | 0.04% | 2 | +25,861 | 0.46% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 3,513,322 | 166,372 | 0.01% | 0.01% | 3 | -186,465 | -5.04% | Q4 2025 | Feb 13, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 2,421,191 | 114,654 | 7.26% | 8.04% | 4 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 2,146,635 | 101,653 | 0.03% | 0.03% | 5 | +203,071 | 10.45% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,989,827 | 94,227 | 3.78% | 3.71% | 6 | +62,873 | 3.26% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,755,500 | 83,131 | 0.02% | 0.01% | 7 | +129,423 | 7.96% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,314,736 | 62,258 | 0.0% | 0.0% | 8 | +135,697 | 11.51% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,191,151 | 56,406 | 0.06% | 0.06% | 9 | +152,290 | 14.66% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,163,659 | 55,104 | 0.02% | 0.02% | 10 | +100,421 | 9.44% | Q4 2025 | Feb 18, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,142,927 | 54,122 | 1.86% | 1.72% | 11 | +139,332 | 13.88% | Q4 2025 | Jan 29, 2026 |
| Allen Capital Group, LLC | History | Added to | 1,029,479 | 48,750 | 4.47% | 4.23% | 12 | +86,395 | 9.16% | Q4 2025 | Feb 09, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 736,257 | 34,865 | 1.5% | 1.45% | 13 | +80,279 | 12.24% | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | Added to | 662,549 | 31,374 | 2.51% | 2.58% | 14 | +41,767 | 6.73% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 583,300 | 27,621 | 0.11% | — | 15 | +583,300 | New | Q4 2025 | Feb 05, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 542,384 | 25,684 | 11.17% | 11.2% | 16 | +16,909 | 3.22% | Q4 2025 | Jan 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 535,418 | 25,354 | 1.18% | 1.18% | 17 | +27,337 | 5.38% | Q4 2025 | Feb 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 483,034 | 22,873 | 4.77% | 4.73% | 18 | +21,645 | 4.69% | Q4 2025 | Jan 22, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 443,735 | 21,012 | 3.03% | — | 19 | +443,735 | New | Q4 2025 | Jan 23, 2026 |
| HORAN Wealth, LLC | History | Added to | 415,294 | 19,666 | 3.02% | 2.79% | 20 | +43,348 | 11.65% | Q4 2025 | Feb 04, 2026 |
| Blue Water Asset Management | History | New | 413,808 | 19,595 | 7.05% | — | 21 | +413,808 | New | Q4 2025 | Feb 05, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 410,403 | 19,434 | 13.73% | 11.58% | 22 | +123,205 | 42.9% | Q4 2025 | Feb 04, 2026 |
| Sargent Investment Group, LLC | History | Added to | 402,182 | 19,045 | 2.39% | 2.55% | 23 | +25,207 | 6.69% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 389,946 | 18,481 | 1.24% | 1.31% | 24 | +35,216 | 9.93% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 381,924 | 18,107 | 2.27% | 2.32% | 25 | +14,960 | 4.08% | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | Added to | 376,951 | 17,850 | 0.8% | 0.79% | 26 | +17,576 | 4.89% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 355,657 | 16,842 | 1.06% | 1.07% | 27 | +19,784 | 5.89% | Q4 2025 | Feb 06, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 345,380 | 16,355 | 3.59% | — | 28 | +345,380 | New | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 304,355 | 14,412 | 0.08% | 0.01% | 29 | +275,580 | 957.71% | Q4 2025 | Jan 29, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 280,824 | 13,298 | 6.7% | 5.99% | 30 | +39,451 | 16.34% | Q4 2025 | Jan 21, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 277,679 | 13,149 | 0.49% | 0.5% | 31 | -2,311 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 270,396 | 12,804 | 3.18% | 3.22% | 32 | +6,581 | 2.49% | Q4 2025 | Jan 27, 2026 |
| Cyr Financial Inc. | History | Added to | 257,837 | 12,209 | 7.61% | 6.8% | 33 | +48,502 | 23.17% | Q4 2025 | Jan 16, 2026 |
| Envision Financial LLC | History | Added to | 230,256 | 10,903 | 5.76% | 5.34% | 34 | +34,087 | 17.38% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 221,901 | 10,508 | 0.01% | 0.01% | 35 | +38,736 | 21.15% | Q4 2025 | Feb 02, 2026 |
| Oath Planning, LLC | History | New | 221,758 | 10,501 | 10.36% | — | 36 | +221,758 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 216,105 | 10,233 | 0.01% | 0.01% | 37 | +17,220 | 8.66% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 204,203 | 9,669 | 0.07% | 0.07% | 38 | +15,847 | 8.41% | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 201,895 | 9,560 | 0.92% | 0.93% | 39 | +7,204 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 191,227 | 9,055 | 4.52% | 4.44% | 40 | +8,886 | 4.87% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 181,155 | 8,578 | 0.93% | 0.82% | 41 | +20,127 | 12.5% | Q4 2025 | Jan 20, 2026 |
| Souders Financial Advisors | History | New | 169,882 | 8,044 | 0.92% | — | 42 | +169,882 | New | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 166,439 | 7,881 | 0.0% | 0.0% | 43 | +14,552 | 9.58% | Q4 2025 | Feb 11, 2026 |
| Fjell Capital, LLC | History | Added to | 159,840 | 7,569 | 5.8% | 6.03% | 44 | +15,788 | 10.96% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Added to | 158,934 | 7,526 | 0.0% | 0.0% | 45 | +27,356 | 20.79% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 153,378 | 7,277 | 0.01% | 0.01% | 46 | +39,200 | 34.33% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 149,866 | 7,097 | 0.0% | — | 47 | +149,866 | New | Q4 2025 | Feb 17, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 136,890 | 6,482 | 3.3% | 3.23% | 48 | +7,391 | 5.71% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 135,743 | 6,428 | 0.88% | 1.83% | 49 | +9,027 | 7.12% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 134,996 | 6,392 | 0.69% | 0.52% | 50 | +39,615 | 41.53% | Q4 2025 | Jan 26, 2026 |
| Wealth Advisory Team LLC | History | New | 126,388 | 5,985 | 5.29% | — | 52 | +126,388 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 126,388 | 5,985 | 0.04% | 0.04% | 51 | -585 | -0.46% | Q4 2025 | Feb 13, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 123,772 | 5,861 | 2.11% | 2.28% | 53 | -935 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 120,230 | 5,693 | 0.02% | 0.02% | 54 | -16,771 | -12.24% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 117,257 | 5,552 | 0.21% | 0.21% | 55 | +1,479 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 116,092 | 5,497 | 0.66% | 0.54% | 56 | +8,379 | 7.78% | Q4 2025 | Feb 04, 2026 |
| Summit Financial, LLC | History | Added to | 115,132 | 5,452 | 0.08% | 0.08% | 57 | +2,844 | 2.53% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 114,249 | 5,410 | 0.06% | 0.03% | 58 | +35,463 | 45.01% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 93,026 | 4,405 | 0.02% | 0.02% | 59 | +2,741 | 3.04% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 84,458 | 4,005 | 0.02% | 0.02% | 60 | +27,588 | 48.51% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 82,717 | 3,917 | 0.0% | — | 61 | +82,717 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 82,504 | 3,906 | 0.08% | 0.09% | 62 | -1,467 | -1.75% | Q4 2025 | Feb 09, 2026 |
| Indivisible Partners | History | New | 78,839 | 3,733 | 0.4% | — | 63 | +78,839 | New | Q4 2025 | Feb 03, 2026 |
| James J. Burns & Company, LLC | History | Added to | 71,774 | 3,398 | 0.47% | 0.5% | 64 | +1,700 | 2.43% | Q4 2025 | Jan 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 69,150 | 3,274 | 1.81% | 1.8% | 65 | +4,407 | 6.81% | Q4 2025 | Jan 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 57,973 | 2,745 | 2.31% | — | 66 | +57,973 | New | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 55,002 | 2,604 | 0.0% | 0.0% | 67 | +7,754 | 16.41% | Q4 2025 | Feb 10, 2026 |
| Calamos Advisors LLC | History | Added to | 53,800 | 2,547 | 0.01% | 0.01% | 68 | +3,094 | 6.1% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 53,562 | 2,536 | 0.0% | 0.0% | 69 | -15,855 | -22.84% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 53,047 | 2,512 | 0.01% | 0.01% | 70 | +22,315 | 72.61% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 51,867 | 2,456 | 0.0% | 0.0% | 71 | +38,433 | 286.09% | Q4 2025 | Mar 25, 2026 |
| Chris Bulman Inc | History | Added to | 44,961 | 2,129 | 0.94% | 0.87% | 72 | +8,374 | 22.89% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,225 | 2,094 | 0.0% | 0.0% | 73 | +2,753 | 6.64% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,188 | 1,950 | 0.06% | 0.06% | 74 | +3,130 | 8.22% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 40,592 | 1,922 | 0.02% | 0.03% | 75 | +162 | 0.4% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | New | 37,572 | 1,779 | 0.02% | — | 76 | +37,572 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 36,832 | 1,744 | 0.0% | 0.0% | 77 | +731 | 2.02% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 36,153 | 1,712 | 0.02% | 0.02% | 78 | +1,204 | 3.45% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 36,040 | 1,706 | 0.02% | 0.02% | 79 | +3,981 | 12.42% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 35,106 | 1,662 | 0.09% | 0.1% | 80 | -244 | -0.69% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,189 | 1,571 | 0.05% | 0.05% | 81 | +5,956 | 21.87% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 33,088 | 1,566 | 0.01% | 0.0% | 82 | +21,271 | 180.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 31,586 | 1,495 | 0.0% | 0.0% | 83 | +2,510 | 8.63% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,250 | 1,480 | 0.0% | 0.0% | 84 | -3,445 | -9.93% | Q4 2025 | Feb 11, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 29,476 | 1,395 | 0.22% | 0.1% | 85 | +16,576 | 128.5% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,109 | 1,378 | 0.01% | 0.01% | 86 | +14,585 | 100.42% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,672 | 1,263 | 0.0% | 0.01% | 87 | -27,834 | -51.07% | Q4 2025 | Feb 13, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 26,427 | 1,251 | 0.72% | 1.91% | 88 | -41,155 | -60.9% | Q4 2025 | Jan 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,496 | 1,160 | 0.14% | 0.14% | 89 | +2,256 | 10.14% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 19,201 | 909 | 0.01% | 0.02% | 90 | -18,681 | -49.31% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,763 | 888 | 0.0% | 0.0% | 91 | -9,962 | -34.68% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,564 | 879 | 0.05% | 0.04% | 92 | +2,048 | 12.4% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Reduced | 15,887 | 752 | 0.01% | 0.02% | 93 | -231 | -1.43% | Q4 2025 | Mar 12, 2026 |
| NOVEM GROUP | History | Added to | 14,717 | 696 | 0.08% | 0.08% | 94 | +1,208 | 8.94% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 13,698 | 648 | 0.01% | — | 95 | +13,698 | New | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,954 | 613 | 0.01% | 0.01% | 96 | -1,611 | -11.06% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,882 | 610 | 0.01% | 0.01% | 97 | +4,268 | 49.55% | Q4 2025 | Feb 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,847 | 561 | 0.1% | 0.1% | 98 | +168 | 1.44% | Q4 2025 | Jan 07, 2026 |
| Sigma Planning Corp | History | Reduced | 11,507 | 544 | 0.02% | 0.02% | 99 | -1,278 | -10.0% | Q4 2025 | Jan 30, 2026 |
| Keystone Financial Group | History | Added to | 11,440 | 541 | 0.04% | 0.04% | 100 | +1,515 | 15.26% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,309 | 535 | 0.01% | 0.0% | 102 | +5,985 | 112.42% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,308 | 535 | 0.01% | 0.01% | 101 | +196 | 1.76% | Q4 2025 | Feb 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 10,742 | 508 | 0.18% | 0.18% | 103 | +996 | 10.22% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,635 | 504 | 0.0% | 0.0% | 104 | +1,402 | 15.18% | Q4 2025 | Jan 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 9,969 | 472 | 0.07% | 0.09% | 105 | -299 | -2.91% | Q4 2025 | Jan 22, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,379 | 444 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | No change | 9,243 | 438 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,159 | 433 | 0.0% | 0.0% | 108 | +2,059 | 29.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 9,054 | 428 | 0.07% | 0.07% | 109 | -64 | -0.7% | Q4 2025 | Jan 20, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 8,508 | 402 | 0.09% | 0.09% | 110 | +411 | 5.08% | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,232 | 389 | 0.01% | 0.01% | 111 | +307 | 3.87% | Q4 2025 | Jan 16, 2026 |
| Goldstein Advisors, LLC | History | Added to | 7,952 | 376 | 0.04% | 0.05% | 112 | +10 | 0.13% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,586 | 359 | 0.01% | 0.16% | 113 | -77,992 | -91.14% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,100 | 336 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 6,312 | 299 | 0.0% | 0.0% | 115 | +318 | 5.31% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,168 | 292 | 0.01% | 0.01% | 116 | +554 | 9.87% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,460 | 258 | 0.0% | 0.0% | 117 | +1,375 | 33.66% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | New | 5,164 | 244 | 0.0% | — | 118 | +5,164 | New | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 5,013 | 237 | 0.02% | 0.02% | 119 | +61 | 1.23% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,813 | 227 | 0.0% | 0.0% | 120 | +129 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 4,783 | 226 | 0.09% | 0.11% | 121 | -608 | -11.28% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 4,604 | 218 | 0.15% | 0.16% | 122 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,895 | 184 | 0.0% | — | 123 | +3,895 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,520 | 166 | 0.01% | 0.0% | 124 | +2,992 | 566.67% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,084 | 146 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,926 | 138 | 0.01% | — | 126 | +2,926 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,914 | 137 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | New | 2,675 | 126 | 0.0% | — | 128 | +2,675 | New | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,083 | 98 | 0.05% | 0.08% | 130 | -925 | -30.75% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,076 | 98 | 0.0% | 0.0% | 129 | -1 | -0.05% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 1,713 | 81 | 0.04% | — | 131 | +1,713 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,606 | 76 | 0.0% | 0.0% | 132 | +506 | 46.0% | Q4 2025 | Mar 16, 2026 |
| AE Wealth Management LLC | History | New | 1,203 | 56 | 0.0% | — | 133 | +1,203 | New | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 1,085 | 51 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Eagle Bay Advisors LLC | History | New | 579 | 27 | 0.02% | — | 135 | +579 | New | Q4 2025 | Jan 23, 2026 |
| Prestige Wealth Management Group LLC | History | New | 364 | 17 | 0.0% | — | 136 | +364 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 350 | 16 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 335 | 15 | 0.0% | — | 138 | +335 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 141 | -190 | -77.55% | Q4 2025 | Feb 18, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -22,426 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,012 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,886 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -908 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -852 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -699 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Investment Research & Advisory Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |