iSHARES TRUST - USXF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,667,032 | 153,567 | 0.05% | 0.04% | 1 | -30,186 | -1.12% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Reduced | 2,330,660 | 134,199 | 0.0% | 0.0% | 2 | -65,081 | -2.72% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 897,925 | 51,702 | 0.01% | 0.01% | 3 | +15,591 | 1.77% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 830,543 | 47,822 | 0.05% | 0.05% | 4 | +54,961 | 7.09% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 670,255 | 38,593 | 1.15% | 1.18% | 5 | +2,987 | 0.45% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 525,690 | 30,269 | 0.11% | 0.11% | 6 | +358 | 0.07% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 500,953 | 28,844 | 0.0% | 0.0% | 7 | +1,513 | 0.3% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 390,978 | 22,512 | 0.09% | 0.08% | 8 | +29,066 | 8.03% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 357,927 | 20,776 | 0.02% | 0.02% | 9 | +3,331 | 0.94% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 305,490 | 17,590 | 0.15% | 0.13% | 10 | +4,985 | 1.66% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 287,552 | 16,557 | 0.07% | — | 11 | +287,552 | New | Q4 2025 | Feb 05, 2026 |
| Financial Connections Group, Inc. | History | Added to | 241,676 | 13,915 | 4.78% | 5.3% | 12 | +4,624 | 1.95% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 228,586 | 13,161 | 0.01% | 0.01% | 13 | +10,099 | 4.62% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 183,084 | 10,542 | 0.03% | 0.02% | 14 | +34,556 | 23.27% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 181,974 | 10,478 | 0.0% | — | 15 | +181,974 | New | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Reduced | 160,570 | 9,245 | 0.49% | 0.51% | 16 | -370 | -0.23% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 120,658 | 6,947 | 0.0% | 0.0% | 17 | +9,009 | 8.07% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,911 | 6,904 | 0.0% | 0.0% | 18 | +15,291 | 14.62% | Q4 2025 | Feb 18, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 119,066 | 6,855 | 1.04% | 1.04% | 19 | +3,894 | 3.38% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 118,110 | 6,800 | 0.0% | 0.0% | 20 | -2,756 | -2.28% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 104,618 | 6,023 | 0.07% | 0.07% | 21 | -3,556 | -3.29% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 103,549 | 5,962 | 0.0% | 0.0% | 22 | +17,161 | 19.87% | Q4 2025 | Feb 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 102,592 | 5,907 | 4.2% | 4.52% | 23 | -5,226 | -4.85% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 95,901 | 5,522 | 0.01% | 0.01% | 24 | +6,490 | 7.26% | Q4 2025 | Feb 11, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 95,787 | 5,515 | 3.48% | 3.75% | 25 | -10,457 | -9.84% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 90,000 | 5,182 | 0.01% | 0.01% | 26 | +46,000 | 104.55% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 83,986 | 4,879 | 0.01% | 0.01% | 27 | +3,258 | 4.04% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 84,207 | 4,848 | 0.01% | 0.01% | 28 | +16,387 | 24.16% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 83,226 | 4,792 | 2.38% | 2.45% | 29 | +5,442 | 7.0% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 78,986 | 4,548 | 0.0% | 0.0% | 30 | -7,833 | -9.02% | Q4 2025 | Mar 25, 2026 |
| ASSETMARK, INC | History | Reduced | 77,523 | 4,463 | 0.01% | 0.01% | 31 | -120 | -0.15% | Q4 2025 | Jan 23, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 74,553 | 4,292 | 0.52% | 0.57% | 32 | -4,417 | -5.59% | Q4 2025 | Feb 02, 2026 |
| Accredited Investors Inc. | History | Reduced | 72,098 | 4,151 | 0.22% | 0.24% | 33 | -2,836 | -3.78% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,822 | 3,963 | 0.01% | 0.01% | 34 | -22,110 | -24.31% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 68,524 | 3,945 | 0.55% | 0.6% | 35 | +2,195 | 3.31% | Q4 2025 | Jan 21, 2026 |
| Atwater Malick LLC | History | No change | 68,225 | 3,928 | 1.08% | 1.14% | 36 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 65,554 | 3,774 | 3.4% | — | 37 | +65,554 | New | Q4 2025 | Feb 11, 2026 |
| GenWealth Group, Inc. | History | Reduced | 63,564 | 3,756 | 0.64% | 0.68% | 38 | -590 | -0.92% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 61,708 | 3,553 | 0.01% | — | 39 | +61,708 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 60,732 | 3,497 | 0.01% | 0.01% | 40 | -1,148 | -1.86% | Q4 2025 | Feb 05, 2026 |
| SOFI WEALTH, LLC | History | Added to | 58,851 | 3,388 | 0.17% | 0.14% | 41 | +11,947 | 25.47% | Q4 2025 | Jan 30, 2026 |
| CGC Financial Services, LLC | History | Added to | 55,913 | 3,219 | 0.86% | 0.87% | 42 | +1,100 | 2.01% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,468 | 3,078 | 0.0% | 0.0% | 43 | -12,567 | -19.03% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,638 | 3,030 | 0.02% | 0.02% | 44 | -14,001 | -21.01% | Q4 2025 | Jan 29, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 51,094 | 2,941 | 0.2% | 0.23% | 45 | -5,566 | -9.82% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 50,488 | 2,907 | 0.02% | 0.02% | 46 | +4,059 | 8.74% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 49,706 | 2,862 | 0.11% | 0.1% | 47 | +4,137 | 9.08% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,035 | 2,708 | 0.01% | 0.01% | 48 | +2,536 | 5.7% | Q4 2025 | Feb 18, 2026 |
| Opes Wealth Management LLC | History | Added to | 45,274 | 2,606 | 0.42% | 0.45% | 49 | +269 | 0.6% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 43,523 | 2,506 | 0.38% | 0.38% | 50 | +307 | 0.71% | Q4 2025 | Jan 27, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 43,052 | 2,478 | 0.69% | 0.73% | 51 | -1,252 | -2.83% | Q4 2025 | Jan 23, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 42,579 | 2,451 | 0.74% | 0.87% | 52 | -2,247 | -5.01% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,605 | 2,395 | 0.02% | 0.02% | 53 | +2,193 | 5.56% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 41,375 | 2,382 | 0.01% | 0.02% | 54 | +2,424 | 6.22% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 40,975 | 2,359 | 0.42% | 0.45% | 55 | -1,750 | -4.1% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,306 | 2,263 | 0.03% | 0.03% | 56 | +773 | 2.01% | Q4 2025 | Jan 20, 2026 |
| Sharkey, Howes & Javer | History | Added to | 38,924 | 2,241 | 0.28% | 0.28% | 57 | +843 | 2.21% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 38,537 | 2,218 | 0.01% | 0.01% | 58 | -1,461 | -3.65% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 35,521 | 2,045 | 0.04% | 0.03% | 59 | +6,371 | 21.86% | Q4 2025 | Feb 17, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 34,920 | 2,010 | 0.67% | 0.71% | 60 | -834 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 34,841 | 2,006 | 0.01% | 0.02% | 61 | +2,466 | 7.62% | Q4 2025 | Feb 18, 2026 |
| Haverford Trust Co | History | Added to | 34,461 | 1,984 | 0.02% | 0.02% | 62 | +15 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Reduced | 33,774 | 1,944 | 0.3% | 0.33% | 63 | -331 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 33,196 | 1,911 | 0.0% | 0.0% | 64 | +5,769 | 21.03% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 32,556 | 1,874 | 0.03% | 0.04% | 65 | +2,396 | 7.94% | Q4 2025 | Jan 16, 2026 |
| Davis Wealth Advisors, LLC | History | New | 32,252 | 1,857 | 1.54% | — | 66 | +32,252 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 30,870 | 1,777 | 0.24% | — | 67 | +30,870 | New | Q4 2025 | Feb 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 30,757 | 1,770 | 0.08% | 0.08% | 68 | +402 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,029 | 1,671 | 0.01% | 0.01% | 69 | +864 | 3.07% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 28,405 | 1,635 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Magnus Financial Group LLC | History | Added to | 27,815 | 1,601 | 0.12% | 0.13% | 71 | +40 | 0.14% | Q4 2025 | Jan 07, 2026 |
| Values Added Financial LLC | History | Added to | 27,604 | 1,589 | 0.67% | 0.6% | 72 | +4,174 | 17.81% | Q4 2025 | Jan 16, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 27,053 | 1,557 | 0.06% | 0.02% | 73 | +16,693 | 161.13% | Q4 2025 | Jan 30, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 26,531 | 1,527 | 1.06% | 1.04% | 74 | +1,795 | 7.26% | Q4 2025 | Feb 03, 2026 |
| VERITY Wealth Advisors | History | No change | 26,031 | 1,498 | 0.93% | 0.94% | 75 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,970 | 1,437 | 0.01% | 0.01% | 76 | +6,343 | 34.05% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 24,898 | 1,433 | 0.01% | 0.01% | 77 | +36 | 0.14% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,859 | 1,410 | 0.0% | 0.0% | 78 | -7,484 | -23.88% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 23,906 | 1,376 | 0.01% | 0.01% | 79 | +9,555 | 66.58% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,709 | 1,307 | 0.02% | 0.03% | 80 | -40,552 | -64.1% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | Added to | 22,657 | 1,304 | 0.07% | 0.08% | 81 | +4 | 0.02% | Q4 2025 | Jan 14, 2026 |
| Diversified Trust Co | History | No change | 22,634 | 1,303 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,537 | 1,297 | 0.01% | 0.02% | 83 | -526 | -2.28% | Q4 2025 | Jan 23, 2026 |
| RKL Wealth Management LLC | History | Added to | 21,642 | 1,246 | 0.1% | 0.11% | 84 | +67 | 0.31% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 21,417 | 1,233 | 0.0% | 0.0% | 85 | -72 | -0.34% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 21,328 | 1,228 | 0.02% | 0.02% | 86 | -1,088 | -4.85% | Q4 2025 | Jan 13, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 21,303 | 1,226 | 0.34% | 0.48% | 87 | -7,796 | -26.79% | Q4 2025 | Jan 07, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 20,470 | 1,196 | 0.72% | 0.77% | 88 | -140 | -0.68% | Q4 2025 | Jan 12, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 20,470 | 1,178 | 0.09% | 0.09% | 89 | -588 | -2.79% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,309 | 1,169 | 0.0% | 0.0% | 90 | +9,888 | 94.89% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,167 | 1,161 | 0.0% | 0.0% | 91 | +122 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 19,852 | 1,143 | 0.25% | 0.39% | 92 | -463 | -2.28% | Q4 2025 | Feb 12, 2026 |
| MA Private Wealth | History | Added to | 19,169 | 1,103 | 0.18% | 0.18% | 93 | +86 | 0.45% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,015 | 1,037 | 0.02% | 0.02% | 94 | -663 | -3.55% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 17,637 | 1,015 | 0.0% | 0.0% | 95 | +1,291 | 7.9% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,556 | 1,010 | 0.0% | 0.0% | 96 | -6,991 | -28.48% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,476 | 1,006 | 0.01% | 0.01% | 97 | +997 | 6.05% | Q4 2025 | Jan 29, 2026 |
| National Wealth Management Group, LLC | History | Added to | 17,099 | 984 | 0.34% | 0.37% | 98 | +187 | 1.11% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 16,779 | 966 | 0.0% | 0.0% | 99 | +2,680 | 19.01% | Q4 2025 | Feb 13, 2026 |
| Aufman Associates Inc | History | Added to | 16,585 | 954 | 0.49% | 0.5% | 100 | +929 | 5.93% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 16,201 | 932 | 0.07% | 0.08% | 101 | -1,429 | -8.11% | Q4 2025 | Feb 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 16,171 | 931 | 0.22% | 0.21% | 102 | +581 | 3.73% | Q4 2025 | Jan 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,234 | 877 | 0.02% | 0.02% | 103 | -4,450 | -22.61% | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,051 | 866 | 0.02% | 0.02% | 104 | +7 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 15,013 | 864 | 0.26% | 0.28% | 105 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 14,903 | 858 | 0.11% | 0.1% | 106 | +983 | 7.06% | Q4 2025 | Jan 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 14,575 | 839 | 0.08% | 0.09% | 107 | -142 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 14,301 | 823 | 0.05% | 0.05% | 108 | -231 | -1.59% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 14,268 | 821 | 0.01% | 0.02% | 109 | +1,197 | 9.16% | Q4 2025 | Mar 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,881 | 799 | 0.02% | 0.02% | 110 | +43 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,232 | 761 | 0.01% | 0.01% | 111 | +15 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,279 | 707 | 0.03% | 0.0% | 112 | +11,634 | 1803.72% | Q4 2025 | Feb 04, 2026 |
| eCIO, Inc. | History | Added to | 12,133 | 698 | 0.33% | 0.25% | 113 | +410 | 3.5% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,120 | 697 | 0.01% | — | 114 | +12,120 | New | Q4 2025 | Jan 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 12,075 | 695 | 0.01% | 0.01% | 115 | -80 | -0.66% | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,910 | 685 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JMG Financial Group, Ltd. | History | No change | 11,633 | 669 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,596 | 667 | 0.02% | 0.02% | 118 | +918 | 8.6% | Q4 2025 | Jan 13, 2026 |
| Asempa Wealth Advisors | History | New | 11,548 | 664 | 0.57% | — | 120 | +11,548 | New | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,537 | 664 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 11,324 | 652 | 0.05% | 0.05% | 121 | -1,535 | -11.94% | Q4 2025 | Feb 06, 2026 |
| F/m Investments LLC | History | Reduced | 10,931 | 629 | 0.02% | 0.03% | 122 | -530 | -4.62% | Q4 2025 | Feb 03, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 10,931 | 629 | 0.4% | 0.44% | 123 | -530 | -4.62% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,884 | 626 | 0.03% | 0.03% | 124 | +65 | 0.6% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,197 | 587 | 0.01% | 0.01% | 125 | +195 | 1.95% | Q4 2025 | Feb 13, 2026 |
| West Wealth Group, LLC | History | Reduced | 10,193 | 586 | 0.12% | 0.13% | 126 | -144 | -1.39% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,033 | 577 | 0.0% | 0.0% | 127 | -5,780 | -36.55% | Q4 2025 | Feb 12, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 9,775 | 562 | 0.24% | 0.27% | 128 | -938 | -8.76% | Q4 2025 | Feb 18, 2026 |
| Keystone Financial Services | History | Reduced | 9,717 | 559 | 0.17% | 0.24% | 129 | -4,084 | -29.59% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 9,708 | 558 | 0.0% | 0.0% | 130 | +86 | 0.89% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,631 | 554 | 0.04% | 0.04% | 131 | +215 | 2.28% | Q4 2025 | Feb 03, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 9,451 | 544 | 0.22% | 0.21% | 132 | +658 | 7.48% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,174 | 528 | 0.01% | 0.0% | 133 | +6,144 | 202.77% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 8,753 | 515 | 0.34% | 0.37% | 134 | -266 | -2.95% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,892 | 512 | 0.01% | — | 135 | +8,892 | New | Q4 2025 | Feb 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 8,851 | 509 | 0.22% | 0.2% | 136 | +1,148 | 14.9% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,752 | 503 | 0.0% | 0.0% | 137 | +1,697 | 24.05% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | New | 8,652 | 498 | 0.01% | — | 138 | +8,652 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 8,620 | 496 | 0.01% | 0.01% | 139 | +533 | 6.59% | Q4 2025 | Feb 05, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 8,559 | 492 | 0.21% | 0.24% | 140 | -1,177 | -12.09% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 8,456 | 486 | 0.07% | 0.08% | 141 | -795 | -8.59% | Q4 2025 | Jan 29, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 8,251 | 485 | 0.16% | 0.16% | 142 | +167 | 2.07% | Q4 2025 | Feb 10, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 8,400 | 483 | 0.0% | 0.0% | 143 | -1,000 | -10.64% | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 8,349 | 480 | 0.13% | 0.15% | 144 | -410 | -4.68% | Q4 2025 | Jan 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 8,214 | 472 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| KWB Wealth | History | Reduced | 8,174 | 470 | 0.04% | 0.05% | 146 | -49 | -0.6% | Q4 2025 | Jan 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,984 | 459 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Management, LLC | History | New | 7,971 | 458 | 0.25% | — | 148 | +7,971 | New | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,942 | 457 | 0.02% | 0.02% | 149 | +310 | 4.06% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,669 | 452 | 0.02% | — | 151 | +7,669 | New | Q4 2025 | Feb 03, 2026 |
| Attessa Capital LLC | History | Added to | 7,850 | 452 | 0.25% | 0.25% | 150 | +358 | 4.78% | Q4 2025 | Jan 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,757 | 446 | 0.0% | 0.0% | 152 | -238 | -2.98% | Q4 2025 | Feb 17, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 7,648 | 440 | 0.13% | 0.14% | 153 | -236 | -2.99% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,459 | 429 | 0.0% | 0.0% | 154 | +7,223 | 3060.59% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 7,293 | 419 | 0.0% | 0.0% | 155 | +1,393 | 23.61% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,221 | 415 | 0.0% | 0.0% | 156 | -236 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 7,190 | 414 | 0.21% | 0.23% | 157 | -25 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 7,019 | 409 | 0.07% | 0.12% | 159 | -5,597 | -44.36% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,114 | 409 | 0.0% | 0.0% | 158 | +2,741 | 62.68% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,049 | 405 | 0.01% | 0.02% | 160 | +246 | 3.62% | Q4 2025 | Jan 20, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,912 | 397 | 0.03% | 0.04% | 161 | -350 | -4.82% | Q4 2025 | Feb 06, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,664 | 383 | 0.09% | 0.09% | 162 | -153 | -2.24% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,601 | 380 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 6,537 | 376 | 0.0% | 0.0% | 164 | +208 | 3.29% | Q4 2025 | Feb 12, 2026 |
| EQ LLC | History | Reduced | 6,454 | 371 | 0.11% | 0.19% | 165 | -3,088 | -32.36% | Q4 2025 | Feb 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 6,453 | 371 | 0.14% | 0.09% | 166 | +2,725 | 73.1% | Q4 2025 | Jan 28, 2026 |
| ALESCO ADVISORS LLC | History | No change | 6,385 | 367 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | No change | 6,331 | 364 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 6,200 | 356 | 0.11% | 0.1% | 169 | +710 | 12.93% | Q4 2025 | Feb 11, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,131 | 353 | 0.04% | — | 170 | +6,131 | New | Q4 2025 | Apr 01, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 6,006 | 345 | 0.11% | 0.12% | 171 | +179 | 3.07% | Q4 2025 | Jan 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 5,955 | 342 | 0.11% | 0.11% | 172 | +202 | 3.51% | Q4 2025 | Feb 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,920 | 340 | 0.35% | 0.62% | 173 | -6,622 | -52.8% | Q4 2025 | Jan 16, 2026 |
| Financially in Tune, LLC | History | New | 5,795 | 333 | 0.31% | — | 174 | +5,795 | New | Q4 2025 | Feb 27, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,752 | 331 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 5,394 | 319 | 0.01% | 0.01% | 176 | -679 | -11.18% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,508 | 317 | 0.02% | 0.02% | 177 | -2,526 | -31.44% | Q4 2025 | Jan 30, 2026 |
| Keel Point, LLC | History | No change | 5,466 | 314 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,403 | 311 | 0.09% | 0.12% | 179 | -1,201 | -18.19% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 5,329 | 307 | 0.01% | 0.01% | 180 | +134 | 2.58% | Q4 2025 | Feb 11, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,322 | 306 | 0.1% | 0.11% | 181 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 5,256 | 302 | 0.29% | — | 182 | +5,256 | New | Q4 2025 | Jan 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,215 | 300 | 0.0% | — | 183 | +5,215 | New | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Added to | 5,214 | 300 | 0.02% | 0.02% | 184 | +97 | 1.9% | Q4 2025 | Jan 26, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 5,222 | 300 | 0.01% | 0.01% | 185 | -71 | -1.34% | Q4 2025 | Jan 20, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 5,181 | 298 | 0.03% | 0.04% | 186 | -17 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 5,161 | 297 | 0.0% | 0.0% | 187 | +12 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Centurion Wealth Management LLC | History | Added to | 5,151 | 296 | 0.06% | 0.07% | 188 | +2 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,103 | 293 | 0.03% | — | 190 | +5,103 | New | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 5,105 | 293 | 0.01% | 0.01% | 189 | -1,328 | -20.64% | Q4 2025 | Jan 20, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,929 | 291 | 0.01% | 0.01% | 191 | +448 | 10.0% | Q4 2025 | Jan 09, 2026 |
| Vantus Wealth LLC | History | New | 4,922 | 283 | 0.21% | — | 194 | +4,922 | New | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,929 | 283 | 0.0% | 0.01% | 192 | +448 | 10.0% | Q4 2025 | Feb 19, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 4,911 | 283 | 0.1% | 0.1% | 193 | +271 | 5.84% | Q4 2025 | Jan 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,872 | 280 | 0.03% | 0.04% | 195 | -660 | -11.93% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,872 | 280 | 0.01% | 0.01% | 196 | +56 | 1.16% | Q4 2025 | Jan 23, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 4,776 | 275 | 0.14% | — | 197 | +4,776 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 4,636 | 266 | 0.01% | — | 198 | +4,636 | New | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 4,592 | 264 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,573 | 263 | 0.0% | — | 200 | +4,573 | New | Q4 2025 | Feb 18, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 4,468 | 257 | 0.08% | 0.09% | 201 | -363 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Traveka Wealth, LLC | History | New | 4,453 | 256 | 0.1% | — | 203 | +4,453 | New | Q4 2025 | Jan 08, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,455 | 256 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trilogy Capital Inc. | History | Added to | 4,417 | 254 | 0.01% | 0.01% | 204 | +26 | 0.59% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,374 | 251 | 0.01% | 0.01% | 205 | -1,091 | -19.96% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 4,434 | 244 | 0.03% | — | 206 | +4,434 | New | Q4 2025 | Mar 24, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,235 | 243 | 0.21% | — | 207 | +4,235 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 4,190 | 241 | 0.0% | 0.0% | 208 | +1,160 | 38.28% | Q4 2025 | Jan 26, 2026 |
| JB Capital LLC | History | Added to | 4,100 | 236 | 0.01% | 0.01% | 209 | +274 | 7.16% | Q4 2025 | Jan 20, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 4,086 | 235 | 0.04% | 0.04% | 210 | +15 | 0.37% | Q4 2025 | Jan 07, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 4,073 | 234 | 0.03% | 0.04% | 211 | -259 | -5.98% | Q4 2025 | Jan 14, 2026 |
| One Capital Management, LLC | History | Reduced | 4,062 | 233 | 0.01% | 0.01% | 212 | -978 | -19.4% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,930 | 232 | 0.02% | 0.02% | 213 | -735 | -15.76% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,988 | 229 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 3,967 | 228 | 0.17% | 0.16% | 215 | +96 | 2.48% | Q4 2025 | Jan 16, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 3,931 | 226 | 0.14% | 0.16% | 216 | -482 | -10.92% | Q4 2025 | Jan 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 3,924 | 225 | 0.04% | 0.04% | 217 | -6 | -0.15% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 3,888 | 223 | 0.01% | 0.01% | 220 | +138 | 3.68% | Q4 2025 | Jan 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,874 | 223 | 0.04% | 0.04% | 219 | +129 | 3.44% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | No change | 3,879 | 223 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,800 | 218 | 0.01% | 0.01% | 221 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,759 | 216 | 0.0% | 0.0% | 222 | +644 | 20.67% | Q4 2025 | Mar 16, 2026 |
| FMR LLC | History | Reduced | 3,669 | 211 | 0.0% | 0.0% | 223 | -5,607 | -60.45% | Q4 2025 | Feb 17, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 3,589 | 211 | 0.11% | 0.15% | 226 | -2,503 | -41.09% | Q4 2025 | Jan 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,668 | 211 | 0.01% | 0.01% | 224 | -30 | -0.81% | Q4 2025 | Mar 04, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 3,668 | 211 | 0.02% | 0.02% | 225 | -9 | -0.24% | Q4 2025 | Jan 02, 2026 |
| Corient Private Wealth LLC | History | New | 3,622 | 208 | 0.0% | — | 227 | +3,622 | New | Q4 2025 | Mar 09, 2026 |
| Sigma Planning Corp | History | Reduced | 3,572 | 205 | 0.01% | 0.01% | 228 | -910 | -20.3% | Q4 2025 | Jan 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,572 | 205 | 0.01% | 0.01% | 229 | +61 | 1.74% | Q4 2025 | Feb 09, 2026 |
| Wealth Group Ltd | History | No change | 3,569 | 205 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 3,525 | 202 | 0.01% | — | 231 | +3,525 | New | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,088 | 177 | 0.03% | 0.04% | 232 | -63 | -2.0% | Q4 2025 | Feb 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 2,405 | 138 | 0.06% | 0.05% | 233 | +155 | 6.89% | Q4 2025 | Feb 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,193 | 126 | 0.01% | 0.01% | 234 | +4 | 0.18% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 1,987 | 114 | 0.0% | 0.0% | 235 | -121 | -5.74% | Q4 2025 | Jan 29, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,916 | 110 | 0.02% | 0.03% | 236 | +6 | 0.31% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 1,898 | 109 | 0.03% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,852 | 106 | 0.0% | 0.0% | 238 | -724 | -28.11% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,757 | 101 | 0.01% | 0.01% | 239 | -17 | -0.96% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,700 | 97 | 0.0% | — | 240 | +1,700 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Added to | 1,455 | 83 | 0.02% | 0.02% | 241 | +1 | 0.07% | Q4 2025 | Jan 30, 2026 |
| Rossmore Private Capital | History | No change | 1,403 | 80 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | New | 1,265 | 73 | 0.0% | — | 243 | +1,265 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,187 | 68 | 0.0% | — | 244 | +1,187 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,002 | 57 | 0.0% | 0.0% | 245 | +329 | 48.89% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 979 | 56 | 0.0% | — | 246 | +979 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 984 | 56 | 0.05% | 0.03% | 247 | +387 | 64.82% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 921 | 53 | 0.0% | 0.0% | 248 | -842 | -47.76% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 907 | 52 | 0.01% | — | 249 | +907 | New | Q4 2025 | Jan 29, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 821 | 47 | 0.03% | 0.03% | 251 | +2 | 0.24% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 825 | 47 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 803 | 46 | 0.01% | — | 252 | +803 | New | Q4 2025 | Feb 12, 2026 |
| BIRCHBROOK, INC. | History | Added to | 814 | 46 | 0.02% | 0.01% | 253 | +458 | 128.65% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 715 | 41 | 0.0% | 0.0% | 254 | -32 | -4.28% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Added to | 58 | 38 | 0.0% | 0.0% | 255 | +1 | 1.75% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | Added to | 549 | 31 | 0.01% | 0.0% | 256 | +248 | 82.39% | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | No change | 526 | 30 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 492 | 28 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 464 | 27 | 0.0% | 0.0% | 260 | +85 | 22.43% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 469 | 27 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 421 | 24 | 0.01% | — | 261 | +421 | New | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 407 | 23 | 0.0% | — | 262 | +407 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 307 | 17 | 0.0% | 0.0% | 263 | -230 | -42.83% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | Added to | 296 | 17 | 0.0% | 0.0% | 264 | +7 | 2.42% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Reduced | 248 | 14 | 0.01% | 0.01% | 265 | -13 | -4.98% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 224 | 12 | 0.01% | — | 266 | +224 | New | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 211 | 12 | 0.0% | — | 267 | +211 | New | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 216 | 12 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 160 | 9 | 0.0% | 0.0% | 269 | +25 | 18.52% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 130 | 7 | 0.0% | — | 270 | +130 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 114 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 107 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 60 | 3 | 0.0% | — | 273 | +60 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | New | 47 | 2 | 0.0% | — | 274 | +47 | New | Q4 2025 | Feb 06, 2026 |
| Key Capital Management, INC | History | New | 37 | 2 | 0.0% | — | 277 | +37 | New | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | No change | 50 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 33 | 1 | 0.0% | — | 278 | +33 | New | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -107,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,715 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 1.43% | — | -25,205 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,177 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,830 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Armstrong, Fleming & Moore, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -3,782 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,988 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,767 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1,600 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -689 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |