Global X Funds - URA
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 | 11,877,749 | 507,536 | 0.06% | 0.02% | 1 | +7,482,540 | 170.24% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,485,399 | 234,391 | 0.02% | 0.02% | 2 | +319,365 | 6.18% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,550,762 | 151,724 | 0.01% | 0.01% | 3 | +985,807 | 38.43% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,980,106 | 127,339 | 0.02% | 0.02% | 4 | +626,315 | 26.61% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,430,935 | 103,873 | 0.01% | 0.01% | 5 | +242,403 | 11.08% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,173,902 | 92,890 | 0.17% | 442.64% | 6 | +173,902 | 8.7% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | New | 2,043,004 | 90,485 | 0.98% | — | 7 | +2,043,004 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,060,316 | 88,037 | 0.01% | 0.02% | 8 | -676,361 | -24.71% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,017,259 | 86,197 | 0.01% | 0.02% | 9 | -1,275,592 | -38.74% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,978,480 | 84,540 | 0.02% | 0.02% | 10 | +148,707 | 8.13% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,698,090 | 72,559 | 0.02% | 0.02% | 11 | +115,137 | 7.27% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,607,098 | 68,799 | 0.1% | 0.09% | 12 | +410,400 | 34.29% | Q4 2025 | Feb 17, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,264,000 | 56,645 | 0.37% | 0.46% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 926,549 | 39,591 | 0.01% | — | 14 | +926,549 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 911,947 | 38,967 | 0.02% | 0.0% | 15 | +703,477 | 337.45% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 794,482 | 33,948 | 0.01% | 0.0% | 16 | +783,852 | 7373.96% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Reduced | 622,588 | 27,900 | 1.2% | 2.64% | 17 | -596,985 | -48.95% | Q4 2025 | Feb 02, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 632,853 | 27,041 | 2.49% | 2.82% | 18 | -1,776 | -0.28% | Q4 2025 | Jan 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 567,000 | 24,227 | 0.03% | — | 19 | +567,000 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 536,284 | 22,915 | 0.04% | 0.07% | 20 | -334,483 | -38.41% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 513,807 | 21,953 | 0.0% | 0.0% | 21 | +78,338 | 17.99% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 509,901 | 21,788 | 0.04% | 0.03% | 22 | +116,400 | 29.58% | Q4 2025 | Feb 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 498,200 | 21,288 | 2.77% | — | 23 | +498,200 | New | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 468,036 | 19,999 | 2.68% | — | 24 | +468,036 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 434,636 | 18,572 | 0.02% | 0.03% | 25 | -80,680 | -15.66% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 423,147 | 18,081 | 0.12% | 0.1% | 26 | +144,147 | 51.67% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 415,958 | 17,773 | 0.0% | 0.0% | 27 | +58,474 | 16.36% | Q4 2025 | Mar 25, 2026 |
| Bridgewater Associates, LP | History | Reduced | 414,846 | 17,726 | 0.06% | 0.09% | 28 | -43,726 | -9.54% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 413,160 | 17,654 | 0.95% | 1.05% | 29 | +17,154 | 4.33% | Q4 2025 | Jan 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 402,499 | 17,194 | 0.11% | 0.13% | 30 | -8,784 | -2.14% | Q4 2025 | Jan 27, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 389,170 | 16,629 | 4.45% | 5.28% | 31 | +3,842 | 1.0% | Q4 2025 | Feb 04, 2026 |
| Bensler, LLC | History | Reduced | 382,028 | 16,324 | 1.63% | 2.06% | 32 | -34,079 | -8.19% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 370,161 | 15,816 | 0.01% | 0.02% | 33 | -121,678 | -24.74% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 349,928 | 14,952 | 0.0% | 0.01% | 34 | -140,100 | -28.59% | Q4 2025 | Feb 18, 2026 |
| Walleye Trading LLC | History | Added to | 317,300 | 13,558 | 0.02% | 0.02% | 35 | +64,295 | 25.41% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 312,580 | 13,356 | 0.04% | 0.02% | 36 | +161,120 | 106.38% | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 288,475 | 12,326 | 0.01% | 0.01% | 37 | -58,801 | -16.93% | Q4 2025 | Feb 10, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 281,701 | 12,037 | 5.88% | 7.43% | 38 | -31,728 | -10.12% | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | Reduced | 281,004 | 12,007 | 0.64% | 0.85% | 39 | -41,648 | -12.91% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 232,290 | 11,468 | 0.02% | 0.02% | 40 | -20,299 | -8.04% | Q4 2025 | Jan 08, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 268,100 | 11,455 | 0.26% | — | 41 | +268,100 | New | Q4 2025 | Feb 10, 2026 |
| NOMURA HOLDINGS INC | History | No change | 265,100 | 11,327 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | New | 257,789 | 11,015 | 0.49% | — | 43 | +257,789 | New | Q4 2025 | Jan 22, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 252,683 | 10,797 | 0.52% | 0.64% | 44 | -16,681 | -6.19% | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | Reduced | 252,077 | 10,771 | 0.02% | 0.04% | 45 | -340,423 | -57.46% | Q4 2025 | Mar 12, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 250,000 | 10,682 | 0.17% | 0.26% | 46 | -150,000 | -37.5% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 235,941 | 10,081 | 0.03% | 0.02% | 47 | +114,241 | 93.87% | Q4 2025 | Feb 13, 2026 |
| Arosa Capital Management LP | History | New | 220,000 | 9,400 | 1.18% | — | 48 | +220,000 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 205,062 | 8,762 | 0.13% | 0.05% | 49 | +143,033 | 230.59% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 202,684 | 8,660 | 0.46% | 0.62% | 50 | -5,201 | -2.5% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 200,364 | 8,561 | 0.01% | 0.01% | 51 | +56,726 | 39.49% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 197,700 | 8,447 | 0.02% | 0.03% | 52 | -69,247 | -25.94% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 186,469 | 7,967 | 0.27% | — | 53 | +186,469 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 185,148 | 7,911 | 0.0% | 0.01% | 54 | -207,666 | -52.87% | Q4 2025 | Feb 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 185,119 | 7,910 | 1.89% | 2.17% | 55 | -1,025 | -0.55% | Q4 2025 | Feb 11, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 185,100 | 7,909 | 1.31% | 2.22% | 56 | -97,250 | -34.44% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 175,399 | 7,494 | 1.76% | 1.82% | 57 | +5,831 | 3.44% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 174,272 | 7,446 | 0.01% | 0.01% | 58 | +14,390 | 9.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 174,069 | 7,445 | 0.01% | 0.01% | 59 | +34,347 | 24.58% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 165,895 | 7,088 | 0.03% | 0.03% | 60 | +27,907 | 20.22% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 165,074 | 7,054 | 0.02% | 0.02% | 61 | +20,881 | 14.48% | Q4 2025 | Feb 05, 2026 |
| Ursa Fund Management, LLC | History | New | 160,700 | 6,866 | 0.28% | — | 62 | +160,700 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Investments, LLC | History | Reduced | 157,352 | 6,723 | 0.85% | 1.21% | 63 | -46,315 | -22.74% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 155,987 | 6,665 | 0.22% | — | 64 | +155,987 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 155,260 | 6,634 | 0.0% | 0.0% | 65 | -38,773 | -19.98% | Q4 2025 | Feb 10, 2026 |
| VMS Asset Management Limited | History | New | 154,687 | 6,609 | 2.55% | — | 66 | +154,687 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 149,746 | 6,398 | 0.0% | 0.0% | 67 | +47,793 | 46.88% | Q4 2025 | Feb 17, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 144,066 | 6,155 | 1.05% | 0.38% | 68 | +88,870 | 161.01% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 133,561 | 5,707 | 0.0% | 0.0% | 69 | -325,011 | -70.87% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 154,687 | 5,237 | 0.06% | 0.06% | 70 | +38,850 | 33.54% | Q4 2025 | Jan 05, 2026 |
| Asset One Wealth Management LLC | History | New | 93,787 | 4,996 | 0.68% | — | 71 | +93,787 | New | Q4 2025 | Feb 17, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 115,000 | 4,913 | 0.11% | 0.17% | 72 | -35,000 | -23.33% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Reduced | 114,449 | 4,890 | 0.62% | 0.97% | 73 | -37,645 | -24.75% | Q4 2025 | Jan 23, 2026 |
| EFG International AG | History | New | 111,867 | 4,780 | 0.09% | — | 74 | +111,867 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 111,753 | 4,775 | 0.01% | 0.01% | 75 | +2,480 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Added to | 109,533 | 4,680 | 0.18% | 0.07% | 76 | +83,023 | 313.18% | Q4 2025 | Feb 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 105,752 | 4,518 | 1.49% | 2.11% | 77 | -26,407 | -19.98% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 103,201 | 4,409 | 0.01% | 0.01% | 78 | +46,007 | 80.44% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | Added to | 97,500 | 4,166 | 0.45% | 0.34% | 79 | +42,500 | 77.27% | Q4 2025 | Feb 17, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 96,941 | 4,142 | 0.84% | 0.89% | 80 | +10,761 | 12.49% | Q4 2025 | Jan 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 96,635 | 4,129 | 0.5% | 0.49% | 81 | +16,807 | 21.05% | Q4 2025 | Jan 22, 2026 |
| Modern Wealth Management, LLC | History | Added to | 96,025 | 4,103 | 0.07% | 0.03% | 82 | +63,899 | 198.9% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 87,468 | 3,847 | 0.28% | 0.34% | 83 | -2,743 | -3.04% | Q4 2025 | Jan 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 82,811 | 3,709 | 0.61% | 0.06% | 84 | +75,595 | 1047.6% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 85,901 | 3,670 | 0.05% | 0.01% | 85 | +76,960 | 860.75% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 85,292 | 3,644 | 0.01% | 0.01% | 86 | +16,648 | 24.25% | Q4 2025 | Jan 30, 2026 |
| Windmill Hill Asset Management Ltd | History | Reduced | 84,163 | 3,596 | 0.84% | 1.07% | 87 | -1,767 | -2.06% | Q4 2025 | Feb 06, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 83,756 | 3,578 | 0.36% | 0.41% | 88 | +379 | 0.45% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 79,712 | 3,414 | 0.02% | 0.02% | 89 | +13,426 | 20.25% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 76,340 | 3,262 | 0.01% | 0.01% | 90 | -25,332 | -24.92% | Q4 2025 | Feb 10, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 74,939 | 3,202 | 2.5% | — | 91 | +74,939 | New | Q4 2025 | Feb 19, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 72,660 | 3,104 | 1.5% | 1.64% | 92 | -400 | -0.55% | Q4 2025 | Feb 02, 2026 |
| Centennial Bank/AR/ | History | Reduced | 71,180 | 3,041 | 1.21% | 1.34% | 93 | -100 | -0.14% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,664 | 3,019 | 0.0% | 0.0% | 94 | +3,832 | 5.73% | Q4 2025 | Feb 06, 2026 |
| Freemont Management S.A. | History | No change | 70,000 | 2,991 | 0.52% | 1.67% | 95 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | Added to | 68,544 | 2,928 | 0.02% | 0.01% | 96 | +43,329 | 171.84% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 520,248 | 2,883 | 0.0% | 0.0% | 97 | +459,848 | 761.34% | Q4 2025 | Mar 09, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 66,587 | 2,845 | 0.05% | 0.06% | 98 | -6,046 | -8.32% | Q4 2025 | Jan 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 66,197 | 2,828 | 0.76% | 0.88% | 99 | +334 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,674 | 2,806 | 0.01% | 0.01% | 100 | +15,930 | 32.02% | Q4 2025 | Feb 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 65,420 | 2,795 | 0.64% | 0.78% | 101 | +4,255 | 6.96% | Q4 2025 | Jan 26, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 65,300 | 2,790 | 0.4% | — | 102 | +65,300 | New | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 64,005 | 2,749 | 0.13% | 0.15% | 103 | -1,588 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 63,743 | 2,723 | 0.06% | — | 104 | +63,743 | New | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 61,214 | 2,615 | 0.63% | 0.63% | 105 | +10,574 | 20.88% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,928 | 2,603 | 0.01% | 0.01% | 106 | +1,801 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 60,160 | 2,570 | 0.06% | 0.08% | 107 | -5,706 | -8.66% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 56,181 | 2,517 | 0.04% | 0.04% | 108 | +586 | 1.05% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | Added to | 58,205 | 2,487 | 0.28% | 0.33% | 109 | +946 | 1.65% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 56,280 | 2,404 | 0.01% | 0.01% | 110 | +33,774 | 150.07% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,202 | 2,401 | 0.03% | 0.01% | 111 | +41,599 | 284.87% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 53,893 | 2,302 | 0.01% | 0.01% | 112 | -16,480 | -23.42% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 51,871 | 2,216 | 0.0% | 0.0% | 113 | +4,423 | 9.32% | Q4 2025 | Mar 16, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 51,850 | 2,215 | 0.06% | 0.08% | 114 | -17,010 | -24.7% | Q4 2025 | Jan 28, 2026 |
| PERISCOPE CAPITAL INC. | History | New | 50,000 | 2,136 | 0.24% | — | 115 | +50,000 | New | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 49,868 | 2,135 | 0.0% | 0.01% | 116 | -31,255 | -38.53% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 46,500 | 1,986 | 0.0% | 0.01% | 117 | -59,657 | -56.2% | Q4 2025 | Feb 13, 2026 |
| Koa Wealth Management, LLC | History | Added to | 46,147 | 1,971 | 1.35% | 1.52% | 118 | +3,203 | 7.46% | Q4 2025 | Jan 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 45,043 | 1,924 | 0.11% | 0.15% | 119 | -5,637 | -11.12% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,174 | 1,844 | 0.01% | 0.01% | 120 | +10,696 | 32.93% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | Reduced | 42,466 | 1,814 | 0.35% | 0.63% | 121 | -27,412 | -39.23% | Q4 2025 | Jan 22, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 41,698 | 1,781 | 0.94% | — | 122 | +41,698 | New | Q4 2025 | Feb 23, 2026 |
| SMART Wealth LLC | History | Reduced | 41,405 | 1,769 | 0.54% | 0.86% | 123 | -6,477 | -13.53% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,338 | 1,766 | 0.0% | 0.0% | 124 | -1,351 | -3.16% | Q4 2025 | Feb 11, 2026 |
| Southeast Asset Advisors, LLC | History | New | 40,000 | 1,709 | 0.16% | — | 125 | +40,000 | New | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 36,969 | 1,651 | 0.41% | — | 126 | +36,969 | New | Q4 2025 | Feb 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 38,503 | 1,645 | 0.16% | — | 127 | +38,503 | New | Q4 2025 | Feb 17, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 38,446 | 1,642 | 0.9% | 1.15% | 128 | -1,558 | -3.89% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | Added to | 37,961 | 1,622 | 0.01% | 0.0% | 129 | +13,705 | 56.5% | Q4 2025 | Feb 13, 2026 |
| McHugh Group, LLC | History | Added to | 36,900 | 1,576 | 0.9% | 1.01% | 130 | +1,450 | 4.09% | Q4 2025 | Feb 02, 2026 |
| Bleakley Financial Group, LLC | History | New | 36,402 | 1,555 | 0.03% | — | 131 | +36,402 | New | Q4 2025 | Feb 09, 2026 |
| Belvedere Trading LLC | History | Added to | 36,028 | 1,539 | 0.0% | 0.0% | 132 | +21,604 | 149.78% | Q4 2025 | Feb 10, 2026 |
| ARP Global Capital Ltd | History | New | 35,613 | 1,521 | 0.46% | — | 134 | +35,613 | New | Q4 2025 | Mar 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 35,617 | 1,521 | 0.68% | 0.95% | 133 | -5,806 | -14.02% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 35,140 | 1,501 | 0.04% | 0.04% | 135 | +850 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 34,032 | 1,454 | 0.07% | 0.08% | 136 | -7 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 33,649 | 1,437 | 0.11% | 0.1% | 137 | +8,828 | 35.57% | Q4 2025 | Jan 23, 2026 |
| Empowered Funds, LLC | History | Reduced | 33,248 | 1,420 | 0.02% | 0.02% | 138 | -1,226 | -3.56% | Q4 2025 | Feb 18, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 33,169 | 1,417 | 0.18% | 0.18% | 139 | +5,342 | 19.2% | Q4 2025 | Feb 13, 2026 |
| Spruce Point Capital Management, LLC | History | New | 32,879 | 1,404 | 2.92% | — | 140 | +32,879 | New | Q4 2025 | Feb 17, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 32,575 | 1,391 | 0.83% | 0.82% | 141 | +6,800 | 26.38% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 32,333 | 1,381 | 0.02% | 0.02% | 142 | -180 | -0.55% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 32,248 | 1,377 | 0.01% | 0.01% | 143 | -16,139 | -33.35% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 31,695 | 1,354 | 0.0% | — | 144 | +31,695 | New | Q4 2025 | Feb 12, 2026 |
| Tandem Financial, LLC | History | New | 47,373 | 1,303 | 1.56% | — | 145 | +47,373 | New | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 29,780 | 1,272 | 0.02% | 0.02% | 146 | +4,058 | 15.78% | Q4 2025 | Feb 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 25,724 | 1,269 | 0.19% | 0.19% | 147 | +12,862 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Lewis Asset Management, LLC | History | Added to | 29,131 | 1,244 | 0.51% | 0.39% | 148 | +9,372 | 47.43% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 28,153 | 1,202 | 0.0% | 0.0% | 149 | +8,377 | 42.36% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 27,591 | 1,178 | 0.11% | 0.4% | 150 | -60,933 | -68.83% | Q4 2025 | Feb 13, 2026 |
| Deuterium Capital Management, LLC | History | No change | 27,169 | 1,160 | 1.68% | 1.87% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 27,000 | 1,153 | 1.6% | — | 152 | +27,000 | New | Q4 2025 | Feb 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | New | 26,927 | 1,150 | 0.84% | — | 153 | +26,927 | New | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | Added to | 26,727 | 1,142 | 0.19% | 0.22% | 154 | +42 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Smart Portfolios, LLC | History | Reduced | 26,711 | 1,141 | 1.14% | 2.26% | 155 | -22,490 | -45.71% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 26,694 | 1,140 | 0.0% | 0.0% | 156 | +24,277 | 1004.43% | Q4 2025 | Feb 17, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 26,537 | 1,133 | 0.28% | 0.37% | 157 | +2,016 | 8.22% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 26,402 | 1,128 | 0.0% | 0.0% | 158 | +4,727 | 21.81% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | No change | 25,183 | 1,128 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 25,005 | 1,120 | 0.0% | 0.0% | 160 | +17,012 | 212.84% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | No change | 25,000 | 1,120 | 0.13% | 0.14% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 25,976 | 1,109 | 0.01% | — | 162 | +25,976 | New | Q4 2025 | Feb 12, 2026 |
| URS Advisory LLC | History | New | 25,733 | 1,099 | 0.91% | — | 163 | +25,733 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,566 | 1,092 | 0.01% | 0.01% | 164 | -7,398 | -22.44% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | New | 25,065 | 1,071 | 0.02% | — | 165 | +25,065 | New | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 22,424 | 1,068 | 0.16% | 0.17% | 166 | -5,685 | -20.22% | Q4 2025 | Jan 16, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 24,969 | 1,066 | 0.57% | — | 167 | +24,969 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 24,843 | 1,061 | 0.04% | 0.05% | 168 | -181 | -0.72% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 23,667 | 1,060 | 0.04% | 0.04% | 169 | -893 | -3.64% | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 24,681 | 1,054 | 0.03% | 0.03% | 170 | -2,149 | -8.01% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | New | 24,478 | 1,045 | 0.07% | — | 171 | +24,478 | New | Q4 2025 | Feb 12, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 24,329 | 1,039 | 0.17% | 0.19% | 172 | +3,584 | 17.28% | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 23,743 | 1,014 | 0.08% | 0.08% | 173 | -800 | -3.26% | Q4 2025 | Jan 23, 2026 |
| Moran Wealth Management, LLC | History | Added to | 23,538 | 1,005 | 0.03% | 0.03% | 174 | +2,729 | 13.11% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 23,073 | 985 | 0.02% | 0.02% | 175 | +147 | 0.64% | Q4 2025 | Feb 09, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 23,044 | 984 | 0.06% | 0.07% | 176 | -20 | -0.09% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 22,959 | 981 | 0.04% | 0.05% | 177 | -3,289 | -12.53% | Q4 2025 | Jan 27, 2026 |
| Columbus Macro, LLC | History | Added to | 22,959 | 981 | 0.11% | 0.11% | 178 | +2,427 | 11.82% | Q4 2025 | Jan 15, 2026 |
| Caitlin John, LLC | History | Added to | 22,829 | 975 | 0.64% | 0.69% | 179 | +2,057 | 9.9% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,231 | 949 | 0.01% | 0.0% | 180 | +15,705 | 240.65% | Q4 2025 | Jan 23, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 30,600 | 942 | 0.23% | 0.06% | 181 | +24,770 | 424.87% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,715 | 927 | 0.01% | 0.01% | 182 | -3,100 | -12.49% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | New | 21,508 | 919 | 0.1% | — | 183 | +21,508 | New | Q4 2025 | Mar 03, 2026 |
| Savior LLC | History | Reduced | 21,484 | 918 | 3.32% | 5.59% | 184 | -4,877 | -18.5% | Q4 2025 | Jan 15, 2026 |
| Alteri Wealth LLC | History | Added to | 21,061 | 899 | 0.29% | 0.34% | 185 | +179 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 20,656 | 882 | 0.0% | 0.0% | 186 | -970 | -4.49% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 20,598 | 880 | 0.02% | 0.02% | 187 | +2,070 | 11.17% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,443 | 874 | 0.0% | 0.01% | 188 | -55,198 | -72.97% | Q4 2025 | Jan 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 20,355 | 869 | 0.12% | 0.16% | 189 | -281 | -1.36% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Added to | 20,220 | 864 | 0.0% | 0.0% | 190 | +995 | 5.18% | Q4 2025 | Feb 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 20,012 | 855 | 0.39% | — | 191 | +20,012 | New | Q4 2025 | Jan 15, 2026 |
| MACQUARIE GROUP LTD | History | No change | 20,000 | 854 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,933 | 851 | 0.02% | 0.02% | 193 | -987 | -4.72% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | No change | 19,910 | 850 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | Added to | 19,717 | 842 | 0.56% | 0.58% | 195 | +3,002 | 17.96% | Q4 2025 | Jan 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,703 | 841 | 0.0% | 0.02% | 196 | -368,928 | -94.93% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 19,607 | 837 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 19,251 | 822 | 0.3% | 0.29% | 198 | +2,776 | 16.85% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 19,160 | 818 | 0.06% | 0.07% | 199 | +1,830 | 10.56% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 19,100 | 816 | 0.01% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 18,966 | 810 | 0.01% | — | 201 | +18,966 | New | Q4 2025 | Feb 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 18,784 | 802 | 0.06% | 0.07% | 202 | -682 | -3.5% | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Reduced | 17,906 | 765 | 0.08% | 0.1% | 203 | -121 | -0.67% | Q4 2025 | Jan 08, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 17,751 | 758 | 0.0% | 0.0% | 204 | +5,644 | 46.62% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 17,584 | 751 | 0.01% | — | 205 | +17,584 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 16,921 | 723 | 0.05% | 0.06% | 206 | -111 | -0.65% | Q4 2025 | Jan 29, 2026 |
| MGB Wealth Management, LLC | History | Added to | 16,672 | 712 | 0.2% | 0.22% | 207 | +500 | 3.09% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 16,479 | 704 | 0.13% | 0.18% | 208 | -2,955 | -15.21% | Q4 2025 | Feb 12, 2026 |
| FreeGulliver LLC | History | Reduced | 16,217 | 692 | 0.25% | 0.36% | 209 | -543 | -3.24% | Q4 2025 | Feb 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 16,100 | 687 | 0.16% | 0.12% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 16,070 | 686 | 0.19% | 0.93% | 211 | -50,872 | -75.99% | Q4 2025 | Feb 05, 2026 |
| Carrera Capital Advisors | History | Reduced | 16,002 | 683 | 0.11% | 0.16% | 212 | -2,544 | -13.72% | Q4 2025 | Jan 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 15,976 | 682 | 0.02% | 0.03% | 213 | -450 | -2.74% | Q4 2025 | Feb 02, 2026 |
| Advisory Alpha, LLC | History | Added to | 15,758 | 673 | 0.02% | 0.02% | 214 | +1,034 | 7.02% | Q4 2025 | Feb 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 15,678 | 669 | 0.04% | 0.02% | 215 | +10,289 | 190.93% | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,347 | 655 | 0.0% | 0.0% | 216 | +807 | 5.55% | Q4 2025 | Feb 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,300 | 653 | 0.08% | 0.09% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Planning LLC | History | Reduced | 14,841 | 634 | 0.19% | 0.22% | 218 | -510 | -3.32% | Q4 2025 | Jan 22, 2026 |
| Harvest Fund Management Co., Ltd | History | New | 14,792 | 632 | 0.02% | — | 219 | +14,792 | New | Q4 2025 | Feb 11, 2026 |
| Hikari Tsushin, Inc. | History | No change | 14,405 | 615 | 0.04% | 0.05% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,316 | 611 | 0.01% | 0.01% | 221 | +2,236 | 18.51% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 14,228 | 607 | 0.01% | 0.01% | 222 | +1,648 | 13.1% | Q4 2025 | Feb 05, 2026 |
| Wakefield Asset Management LLLP | History | New | 14,109 | 604 | 0.16% | — | 223 | +14,109 | New | Q4 2025 | Feb 05, 2026 |
| San Luis Wealth Advisors LLC | History | New | 14,017 | 598 | 0.1% | — | 224 | +14,017 | New | Q4 2025 | Jan 26, 2026 |
| Owen LaRue, LLC | History | Added to | 13,800 | 589 | 0.22% | 0.24% | 225 | +1,000 | 7.81% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,590 | 580 | 0.04% | 0.04% | 226 | +1,261 | 10.23% | Q4 2025 | Feb 12, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 13,525 | 577 | 0.17% | 0.17% | 228 | +1,552 | 12.96% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,508 | 577 | 0.01% | 0.01% | 227 | -489 | -3.49% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 13,462 | 575 | 0.01% | — | 229 | +13,462 | New | Q4 2025 | Jan 30, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 13,447 | 574 | 0.36% | 1.22% | 230 | -29,274 | -68.52% | Q4 2025 | Feb 10, 2026 |
| CMC Financial Group | History | Reduced | 13,371 | 571 | 1.02% | 1.18% | 231 | -10 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Red Tortoise LLC | History | No change | 13,265 | 566 | 0.24% | 0.27% | 232 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,220 | 564 | 0.07% | 0.06% | 233 | +4,124 | 45.34% | Q4 2025 | Jan 26, 2026 |
| E&G Advisors, LP | History | Reduced | 13,137 | 561 | 0.13% | 0.15% | 234 | -100 | -0.76% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,110 | 560 | 0.01% | 0.01% | 235 | +4,073 | 45.07% | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | No change | 13,072 | 558 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 12,700 | 542 | 0.08% | 0.09% | 237 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 12,500 | 534 | 0.23% | 0.44% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,484 | 533 | 0.0% | 0.01% | 239 | +853 | 7.33% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,451 | 532 | 0.01% | 0.0% | 240 | +6,512 | 109.65% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,363 | 528 | 0.01% | 0.0% | 241 | +5,502 | 80.19% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,306 | 525 | 0.0% | 0.0% | 242 | -307 | -2.43% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,274 | 524 | 0.0% | 0.0% | 243 | +4,323 | 54.37% | Q4 2025 | Feb 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 12,083 | 516 | 0.03% | 0.01% | 244 | +7,457 | 161.2% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | No change | 12,000 | 512 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 11,941 | 510 | 0.22% | 0.23% | 246 | +1,249 | 11.68% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | New | 11,388 | 509 | 0.03% | — | 247 | +11,388 | New | Q4 2025 | Feb 11, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 11,611 | 496 | 0.35% | — | 248 | +11,611 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,926 | 489 | 0.01% | 0.01% | 249 | +1,740 | 18.94% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 11,226 | 479 | 0.06% | 0.06% | 250 | +255 | 2.32% | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | Added to | 11,146 | 476 | 0.01% | 0.01% | 251 | +409 | 3.81% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,105 | 474 | 0.0% | 0.0% | 252 | -22,930 | -67.37% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,114 | 474 | 0.01% | 0.01% | 253 | +299 | 2.76% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 11,063 | 472 | 0.02% | 0.02% | 254 | +3,673 | 49.7% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | No change | 10,438 | 467 | 0.05% | 0.06% | 255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,829 | 462 | 0.02% | 0.02% | 256 | +1,904 | 21.33% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 10,763 | 459 | 0.04% | 0.04% | 257 | -795 | -6.88% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,624 | 453 | 0.02% | 0.02% | 258 | +4,027 | 61.04% | Q4 2025 | Feb 05, 2026 |
| Sava Infond d.o.o. | History | Added to | 10,500 | 448 | 0.06% | 0.05% | 259 | +3,100 | 41.89% | Q4 2025 | Jan 29, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 10,335 | 441 | 0.03% | 0.02% | 260 | +1,415 | 15.86% | Q4 2025 | Feb 03, 2026 |
| Keudell/Morrison Wealth Management | History | New | 10,300 | 440 | 0.09% | — | 261 | +10,300 | New | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 10,257 | 438 | 0.0% | 0.0% | 262 | +501 | 5.14% | Q4 2025 | Feb 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 10,179 | 434 | 0.07% | 0.08% | 263 | -769 | -7.02% | Q4 2025 | Jan 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 10,100 | 431 | 0.02% | 0.03% | 264 | +260 | 2.64% | Q4 2025 | Feb 11, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 10,000 | 427 | 0.01% | 0.25% | 265 | -168,500 | -94.4% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 10,010 | 427 | 0.01% | 0.01% | 266 | -2,976 | -22.92% | Q4 2025 | Jan 14, 2026 |
| Revisor Wealth Management LLC | History | New | 8,563 | 426 | 0.11% | — | 267 | +8,563 | New | Q4 2025 | Jan 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 9,872 | 421 | 0.05% | 0.06% | 268 | -2,042 | -17.14% | Q4 2025 | Jan 23, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 9,838 | 420 | 0.08% | 0.08% | 269 | -172 | -1.72% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 9,612 | 410 | 0.0% | 0.0% | 270 | -436 | -4.34% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 7,419 | 407 | 0.07% | — | 271 | +7,419 | New | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 9,067 | 406 | 0.01% | 0.01% | 272 | -3,173 | -25.92% | Q4 2025 | Feb 06, 2026 |
| Encompass More Asset Management | History | New | 9,434 | 403 | 0.07% | — | 274 | +9,434 | New | Q4 2025 | Feb 03, 2026 |
| Journey Advisory Group, LLC | History | Added to | 9,432 | 403 | 0.03% | 0.03% | 273 | +500 | 5.6% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 9,430 | 402 | 0.0% | — | 275 | +9,430 | New | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 9,285 | 396 | 0.0% | 0.01% | 276 | -65 | -0.7% | Q4 2025 | Jan 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 9,025 | 385 | 0.12% | 0.14% | 277 | +262 | 2.99% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 8,960 | 382 | 0.0% | — | 278 | +8,960 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,866 | 378 | 0.0% | 0.0% | 279 | +661 | 8.06% | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 8,800 | 376 | 0.01% | — | 280 | +8,800 | New | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 8,565 | 368 | 0.0% | 0.01% | 281 | -21,772 | -71.77% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,999 | 363 | 0.01% | 0.02% | 282 | +1,079 | 4.71% | Q4 2025 | Feb 11, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 8,377 | 357 | 0.11% | 0.54% | 283 | -25,894 | -75.56% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 8,332 | 356 | 0.02% | — | 284 | +8,332 | New | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,347 | 356 | 0.1% | 0.13% | 285 | -1,000 | -10.7% | Q4 2025 | Jan 09, 2026 |
| Lane Generational LLC | History | No change | 8,266 | 353 | 0.32% | 0.33% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Added to | 6,360 | 349 | 0.02% | 0.02% | 287 | +676 | 11.89% | Q4 2025 | Feb 04, 2026 |
| SHARPEPOINT LLC | History | New | 8,158 | 348 | 0.21% | — | 288 | +8,158 | New | Q4 2025 | Feb 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 8,070 | 344 | 0.08% | 0.12% | 289 | -3,070 | -27.56% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,031 | 343 | 0.0% | 0.0% | 290 | +1,222 | 17.95% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,012 | 342 | 0.01% | 0.02% | 292 | -9,744 | -54.88% | Q4 2025 | Jan 22, 2026 |
| Global Endowment Management, LP | History | Added to | 8,000 | 342 | 0.04% | 0.05% | 291 | +80 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,939 | 339 | 0.04% | 0.02% | 293 | +3,445 | 76.66% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Reduced | 7,676 | 334 | 0.01% | 0.03% | 294 | -4,973 | -39.32% | Q4 2025 | Feb 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 7,830 | 334 | 0.07% | 0.1% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,800 | 333 | 0.02% | 0.02% | 296 | -1,723 | -18.09% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 6,905 | 329 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,608 | 325 | 0.01% | 0.01% | 298 | -2,586 | -25.37% | Q4 2025 | Jan 23, 2026 |
| Lauer Wealth, LLC | History | Added to | 6,547 | 324 | 0.24% | 0.2% | 301 | +1,700 | 35.07% | Q4 2025 | Jan 12, 2026 |
| Aspen Investment Management Inc | History | Added to | 7,580 | 324 | 0.1% | 0.12% | 299 | +880 | 13.13% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,602 | 324 | 0.01% | 0.02% | 300 | -787 | -9.38% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,577 | 323 | 0.01% | 0.01% | 302 | +529 | 7.51% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,498 | 320 | 0.0% | 0.01% | 303 | +904 | 13.71% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,445 | 318 | 0.01% | 0.01% | 304 | +3,980 | 114.86% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Added to | 5,775 | 317 | 0.01% | 0.01% | 305 | +1,000 | 20.94% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | New | 7,071 | 302 | 0.0% | — | 306 | +7,071 | New | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | New | 6,700 | 286 | 0.13% | — | 307 | +6,700 | New | Q4 2025 | Jan 20, 2026 |
| Diametric Capital, LP | History | Added to | 6,650 | 284 | 0.08% | 0.11% | 308 | +617 | 10.23% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 6,606 | 282 | 0.02% | 0.44% | 309 | -124,373 | -94.96% | Q4 2025 | Jan 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 6,514 | 278 | 0.0% | 0.01% | 310 | -581 | -8.19% | Q4 2025 | Feb 03, 2026 |
| GM Advisory Group, LLC | History | Added to | 6,468 | 276 | 0.01% | 0.01% | 311 | +505 | 8.47% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 6,360 | 271 | 0.06% | — | 312 | +6,360 | New | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 6,317 | 269 | 0.04% | 0.06% | 313 | -2,206 | -25.88% | Q4 2025 | Jan 12, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 6,113 | 261 | 0.06% | 0.07% | 314 | -100 | -1.61% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 6,030 | 257 | 0.01% | — | 315 | +6,030 | New | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,000 | 256 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SFG Wealth Management, LLC. | History | New | 5,948 | 254 | 0.1% | — | 317 | +5,948 | New | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,857 | 250 | 0.01% | — | 318 | +5,857 | New | Q4 2025 | Jan 28, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 6,405 | 249 | 0.03% | 0.03% | 319 | +95 | 1.51% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,738 | 245 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 5,690 | 243 | 0.02% | 0.02% | 321 | -100 | -1.73% | Q4 2025 | Jan 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 5,676 | 242 | 0.01% | — | 322 | +5,676 | New | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | New | 5,633 | 241 | 0.0% | — | 323 | +5,633 | New | Q4 2025 | Jan 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,516 | 241 | 0.05% | 0.06% | 324 | +183 | 4.22% | Q4 2025 | Feb 24, 2026 |
| Keystone Financial Group | History | Added to | 5,603 | 239 | 0.02% | 0.02% | 325 | +1,250 | 28.72% | Q4 2025 | Feb 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,592 | 238 | 0.04% | — | 326 | +5,592 | New | Q4 2025 | Feb 12, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 5,520 | 235 | 0.01% | 0.08% | 327 | -44,966 | -89.07% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 5,481 | 234 | 0.02% | 0.03% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | New | 5,427 | 231 | 0.06% | — | 329 | +5,427 | New | Q4 2025 | Feb 03, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,360 | 229 | 0.02% | 0.03% | 330 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sage Capital Management, LLC | History | No change | 5,369 | 229 | 0.11% | 0.11% | 331 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 5,296 | 226 | 0.1% | — | 333 | +5,296 | New | Q4 2025 | Feb 06, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 4,554 | 226 | 0.02% | — | 332 | +4,554 | New | Q4 2025 | Jan 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,277 | 225 | 0.0% | — | 334 | +5,277 | New | Q4 2025 | Jan 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,278 | 225 | 0.01% | 0.01% | 336 | +964 | 22.35% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 5,281 | 225 | 0.02% | 0.02% | 335 | +99 | 1.91% | Q4 2025 | Feb 02, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 5,073 | 216 | 0.2% | 1.08% | 337 | -18,395 | -78.38% | Q4 2025 | Feb 03, 2026 |
| Mint Tower Capital Management B.V. | History | Reduced | 5,000 | 214 | 0.02% | 0.04% | 340 | -2,500 | -33.33% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,027 | 214 | 0.0% | 0.0% | 339 | +2,220 | 79.09% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 4,797 | 214 | 0.04% | 0.06% | 338 | -1,703 | -26.2% | Q4 2025 | Feb 09, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 5,000 | 213 | 0.0% | — | 342 | +5,000 | New | Q4 2025 | Jan 23, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 5,000 | 213 | 0.14% | — | 344 | +5,000 | New | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,000 | 213 | 0.0% | 0.0% | 341 | -3,790 | -43.12% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,994 | 213 | 0.02% | 0.03% | 343 | +24 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 4,955 | 211 | 0.09% | 0.11% | 345 | -160 | -3.13% | Q4 2025 | Jan 14, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 4,690 | 210 | 0.07% | 0.08% | 346 | -365 | -7.22% | Q4 2025 | Feb 09, 2026 |
| Greenwich Wealth Management LLC | History | New | 4,889 | 209 | 0.01% | — | 347 | +4,889 | New | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Added to | 4,829 | 206 | 0.01% | 0.01% | 348 | +9 | 0.19% | Q4 2025 | Feb 19, 2026 |
| Tidemark, LLC | History | Reduced | 4,778 | 204 | 0.06% | 0.07% | 349 | -91 | -1.87% | Q4 2025 | Feb 10, 2026 |
| Rathbones Group PLC | History | Reduced | 4,774 | 203 | 0.0% | 0.0% | 350 | -1,609 | -25.21% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,711 | 201 | 0.01% | 0.08% | 351 | -38,915 | -89.2% | Q4 2025 | Feb 04, 2026 |
| Elm Partners Management LLC | History | No change | 4,687 | 200 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,506 | 192 | 0.0% | — | 353 | +4,506 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,433 | 189 | 0.1% | 0.12% | 354 | -2,355 | -34.69% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 4,291 | 183 | 0.0% | — | 355 | +4,291 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Reduced | 4,152 | 177 | 0.04% | 0.06% | 356 | -177 | -4.09% | Q4 2025 | Feb 12, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 4,000 | 170 | 0.05% | 0.0% | 357 | +3,949 | 7743.14% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,977 | 169 | 0.0% | 0.0% | 358 | +879 | 28.37% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | No change | 3,972 | 169 | 0.02% | 0.03% | 359 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,644 | 155 | 0.0% | 0.0% | 360 | +419 | 12.99% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,605 | 154 | 0.01% | 0.0% | 361 | +2,055 | 132.58% | Q4 2025 | Jan 13, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 3,574 | 153 | 0.12% | 0.13% | 362 | -1 | -0.03% | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,405 | 145 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,309 | 141 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAGCO, INC. | History | No change | 3,296 | 140 | 0.03% | 0.04% | 365 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Copia Wealth Management | History | Reduced | 3,234 | 138 | 0.1% | 0.12% | 366 | -42 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 3,146 | 134 | 0.01% | — | 367 | +3,146 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 3,100 | 132 | 0.0% | 0.0% | 368 | +1,000 | 47.62% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,617 | 111 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,416 | 103 | 0.0% | — | 370 | +2,416 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,342 | 100 | 0.0% | — | 371 | +2,342 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 2,319 | 99 | 0.0% | 0.0% | 372 | +1,157 | 99.57% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 2,150 | 91 | 0.0% | — | 373 | +2,150 | New | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 2,149 | 91 | 0.03% | 0.0% | 374 | +1,699 | 377.56% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 2,082 | 88 | 0.0% | 0.0% | 375 | +11 | 0.53% | Q4 2025 | Feb 06, 2026 |
| DV Trading LLC | History | New | 2,000 | 85 | 0.0% | — | 377 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,000 | 85 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Realta Investment Advisors | History | No change | 1,775 | 75 | 0.02% | 0.03% | 378 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | New | 1,750 | 74 | 0.0% | — | 379 | +1,750 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,301 | 70 | 0.0% | 0.0% | 380 | +1,226 | 1634.67% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Reduced | 1,603 | 68 | 0.0% | 0.0% | 381 | -300 | -15.76% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,568 | 66 | 0.02% | — | 383 | +1,568 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,558 | 66 | 0.0% | 0.0% | 382 | -919 | -37.1% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,537 | 65 | 0.0% | 0.0% | 384 | +860 | 127.03% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 1,500 | 64 | 0.06% | — | 385 | +1,500 | New | Q4 2025 | Mar 05, 2026 |
| Financial Freedom, LLC | History | No change | 1,439 | 61 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,416 | 60 | 0.02% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,373 | 58 | 0.0% | 0.0% | 388 | -560 | -28.97% | Q4 2025 | Jan 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,295 | 55 | 0.01% | 0.02% | 389 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Inlight Wealth Management, LLC | History | No change | 1,200 | 51 | 0.02% | 0.03% | 390 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,122 | 47 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Main Management LLC | History | No change | 1,000 | 43 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,000 | 42 | 0.01% | — | 394 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,000 | 42 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 963 | 41 | 0.0% | 0.0% | 396 | +328 | 51.65% | Q4 2025 | Feb 20, 2026 |
| NATIXIS | History | Added to | 976 | 41 | 0.0% | 0.0% | 395 | +30 | 3.17% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 903 | 40 | 0.0% | — | 397 | +903 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 918 | 39 | 0.02% | — | 398 | +918 | New | Q4 2025 | Feb 03, 2026 |
| WealthShield Partners, LLC | History | Added to | 912 | 38 | 0.0% | 0.0% | 399 | +579 | 173.87% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 865 | 36 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Centerpoint Advisors, LLC | History | No change | 850 | 36 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 794 | 33 | 0.0% | 0.0% | 402 | -470 | -37.18% | Q4 2025 | Jan 23, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 761 | 32 | 0.02% | 0.02% | 404 | +110 | 16.9% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 750 | 32 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 712 | 30 | 0.0% | 0.0% | 405 | +612 | 612.0% | Q4 2025 | Feb 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 715 | 30 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 699 | 29 | 0.01% | 0.01% | 407 | -130 | -15.68% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 630 | 27 | 0.01% | — | 408 | +630 | New | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | No change | 650 | 27 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avalon Trust Co | History | New | 600 | 25 | 0.0% | — | 411 | +600 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 599 | 25 | 0.0% | 0.0% | 410 | +22 | 3.81% | Q4 2025 | Feb 11, 2026 |
| MTM Investment Management, LLC | History | No change | 600 | 25 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 550 | 23 | 0.01% | 0.0% | 414 | +430 | 358.33% | Q4 2025 | Jan 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 550 | 23 | 0.0% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gould Capital, LLC | History | Added to | 535 | 22 | 0.01% | 0.0% | 415 | +500 | 1428.57% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 504 | 21 | 0.02% | — | 416 | +504 | New | Q4 2025 | Mar 05, 2026 |
| Modus Advisors, LLC | History | New | 483 | 20 | 0.01% | — | 418 | +483 | New | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 472 | 20 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 450 | 19 | 0.01% | — | 419 | +450 | New | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | Reduced | 346 | 15 | 0.01% | 0.02% | 420 | -1,000 | -74.29% | Q4 2025 | Jan 09, 2026 |
| Sankala Group LLC | History | New | 267 | 14 | 0.01% | — | 421 | +267 | New | Q4 2025 | Mar 02, 2026 |
| SUMMER ROAD LLC | History | No change | 306 | 13 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 281 | 12 | 0.0% | — | 424 | +281 | New | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 290 | 12 | 0.0% | 0.0% | 423 | +49 | 20.33% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 282 | 12 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 12 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 302 | 12 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 250 | 11 | 0.01% | — | 432 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 259 | 11 | 0.0% | 0.0% | 431 | +9 | 3.6% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 253 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 279 | 11 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 244 | 10 | 0.0% | — | 433 | +244 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 250 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | No change | 226 | 9 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 215 | 9 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | New | 200 | 8 | 0.01% | — | 439 | +200 | New | Q4 2025 | Mar 16, 2026 |
| HOWE & RUSLING INC | History | No change | 192 | 8 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 175 | 7 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | New | 150 | 6 | 0.0% | — | 444 | +150 | New | Q4 2025 | Jan 15, 2026 |
| American Capital Advisory, LLC | History | New | 135 | 5 | 0.0% | — | 449 | +135 | New | Q4 2025 | Jan 30, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 133 | 5 | 0.0% | — | 446 | +133 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 127 | 5 | 0.0% | — | 451 | +127 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 93 | 5 | 0.0% | 0.0% | 448 | +4 | 4.49% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of Jackson Hole Trust | History | No change | 130 | 5 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | New | 100 | 4 | 0.0% | — | 454 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 100 | 4 | 0.0% | — | 458 | +100 | New | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 97 | 4 | 0.0% | 0.0% | 453 | +72 | 288.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DecisionPoint Financial, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 70 | 3 | 0.0% | — | 460 | +70 | New | Q4 2025 | Jan 22, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financially Speaking Inc | History | Reduced | 53 | 2 | 0.0% | 1.12% | 470 | -35,669 | -99.85% | Q4 2025 | Feb 10, 2026 |
| SWAN Capital LLC | History | New | 70 | 2 | 0.0% | — | 469 | +70 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 67 | 2 | 0.0% | — | 467 | +67 | New | Q4 2025 | Feb 03, 2026 |
| Advisors Preferred, LLC | History | New | 51 | 2 | 0.0% | — | 463 | +51 | New | Q4 2025 | Feb 02, 2026 |
| Coston, McIsaac & Partners | History | New | 47 | 2 | 0.0% | — | 468 | +47 | New | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 69 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Your Advocates Ltd., LLP | History | No change | 50 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 41 | 1 | 0.0% | — | 473 | +41 | New | Q4 2025 | Jan 16, 2026 |
| Quattro Advisors LLC | History | New | 40 | 1 | 0.0% | — | 478 | +40 | New | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | New | 36 | 1 | 0.0% | — | 475 | +36 | New | Q4 2025 | Jan 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 35 | 1 | 0.0% | — | 471 | +35 | New | Q4 2025 | Jan 20, 2026 |
| Navigoe, LLC | History | New | 30 | 1 | 0.0% | — | 477 | +30 | New | Q4 2025 | Feb 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 35 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Services Inc | History | No change | 31 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,365,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lloyd Harbor Capital Management, LLC | History | Closed out | 0 | 0 | — | 15.78% | — | -850,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.18% | — | -840,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -515,517 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -278,475 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -244,620 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kapitalo Investimentos Ltda | History | Closed out | 0 | 0 | — | 0.94% | — | -106,292 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.42% | — | -101,722 | -100.0% | Q3 2025 | Oct 15, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -101,327 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.39% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -82,180 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SSI INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -66,304 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ZAZOVE ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 3.22% | — | -37,800 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,925 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.48% | — | -29,398 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.17% | — | -29,070 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,859 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Absolute Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.18% | — | -28,781 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -21,454 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEVENS CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.13% | — | -20,042 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,547 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -18,126 | -100.0% | Q3 2025 | Oct 15, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,028 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -17,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.17% | — | -13,359 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,480 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.34% | — | -10,340 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Persium Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,623 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,232 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,151 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,076 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BRAVE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,850 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,268 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elm3 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,053 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,758 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,754 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -4,620 | -100.0% | Q3 2025 | Oct 24, 2025 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,534 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -4,465 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,382 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,347 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,336 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,227 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.08% | — | -3,322 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,213 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,065 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,063 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -830 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -733 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Canoe Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q3 2025 | Oct 15, 2025 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TORONTO DOMINION BANK | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 17, 2026 |
| RHL GROUP, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 09, 2026 |
| Park Square Financial Group, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 09, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 03, 2026 |
| Strive Financial Group ,LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 18, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clark Wealth Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |