VANGUARD WHITEHALL FUNDS - VWOB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 4,659,747 | 314,207 | 0.6% | 0.44% | 1 | +1,345,061 | 40.58% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,117,068 | 277,613 | 0.02% | 0.02% | 2 | +27,462 | 0.67% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,897,233 | 262,782 | 0.26% | 0.27% | 3 | +141,261 | 3.76% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,428,795 | 231,203 | 0.02% | 0.02% | 4 | -248,781 | -6.76% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,121,405 | 210,477 | 0.03% | — | 5 | +3,121,405 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | New | 2,718,619 | 183,316 | 0.41% | — | 6 | +2,718,619 | New | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,198,279 | 148,229 | 0.04% | 0.04% | 7 | +139,048 | 6.75% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,717,948 | 115,844 | 0.03% | 0.02% | 8 | +116,871 | 7.3% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,696,819 | 114,416 | 0.01% | 0.01% | 9 | -64,941 | -3.69% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,331,027 | 89,751 | 0.05% | 0.05% | 10 | +23,055 | 1.76% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 1,326,629 | 89,454 | 0.51% | 0.54% | 11 | -2,352 | -0.18% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,303,413 | 87,889 | 0.02% | 0.02% | 12 | -43,584 | -3.24% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,259,690 | 84,940 | 0.02% | 0.02% | 13 | -24,859 | -1.94% | Q4 2025 | Feb 13, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 1,250,000 | 84,287 | 0.51% | — | 14 | +1,250,000 | New | Q4 2025 | Feb 02, 2026 |
| MATHER GROUP, LLC. | History | Added to | 935,827 | 63,102 | 0.65% | 0.61% | 15 | +26,718 | 2.94% | Q4 2025 | Jan 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 757,847 | 51,101 | 0.14% | 0.18% | 16 | -176,327 | -18.88% | Q4 2025 | Feb 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 735,670 | 49,606 | 0.39% | 0.48% | 17 | -155,225 | -17.42% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 725,373 | 48,911 | 0.01% | 0.01% | 18 | +3,810 | 0.53% | Q4 2025 | Jan 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 598,995 | 40,390 | 0.99% | 0.92% | 19 | +88,987 | 17.45% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 596,518 | 40,223 | 0.02% | 0.02% | 20 | +103,003 | 20.87% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 502,300 | 33,870 | 0.93% | 0.78% | 21 | +126,300 | 33.59% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 470,538 | 31,728 | 0.03% | 0.03% | 22 | +54,445 | 13.08% | Q4 2025 | Feb 06, 2026 |
| Advisory Alpha, LLC | History | Added to | 404,489 | 27,277 | 0.74% | 0.74% | 23 | +9,236 | 2.34% | Q4 2025 | Feb 06, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 393,574 | 26,538 | 3.5% | 3.41% | 24 | +15,698 | 4.15% | Q4 2025 | Jan 26, 2026 |
| Tidal Investments LLC | History | Added to | 391,624 | 26,407 | 0.06% | 0.04% | 25 | +98,380 | 33.55% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 388,620 | 26,204 | 0.01% | 0.01% | 26 | +71,062 | 22.38% | Q4 2025 | Feb 18, 2026 |
| McIlrath & Eck, LLC | History | Added to | 386,534 | 26,063 | 2.42% | 2.39% | 27 | +40,169 | 11.6% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 383,250 | 25,842 | 0.01% | 0.01% | 28 | +55,483 | 16.93% | Q4 2025 | Feb 11, 2026 |
| ALLIANZ SE | History | New | 377,100 | 25,427 | 0.33% | — | 29 | +377,100 | New | Q4 2025 | Feb 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 374,164 | 25,229 | 0.93% | — | 30 | +374,164 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 349,291 | 23,552 | 0.05% | 0.04% | 31 | +75,341 | 27.5% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 338,365 | 22,815 | 0.03% | 0.05% | 32 | -77,710 | -18.68% | Q4 2025 | Feb 18, 2026 |
| Greystone Financial Group, LLC | History | Added to | 328,816 | 22,172 | 3.46% | 3.37% | 33 | +3,812 | 1.17% | Q4 2025 | Jan 27, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 294,878 | 19,883 | 1.02% | 0.97% | 34 | +16,669 | 5.99% | Q4 2025 | Jan 27, 2026 |
| Keudell/Morrison Wealth Management | History | New | 293,514 | 19,791 | 4.16% | — | 35 | +293,514 | New | Q4 2025 | Feb 06, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 279,578 | 18,555 | 1.7% | 1.7% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 273,148 | 18,418 | 0.03% | — | 37 | +273,148 | New | Q4 2025 | Mar 09, 2026 |
| Trust Co | History | Added to | 266,343 | 17,959 | 1.68% | 1.74% | 38 | +12,544 | 4.94% | Q4 2025 | Jan 15, 2026 |
| Marks Wealth, LLC | History | New | 247,679 | 16,700 | 5.59% | — | 39 | +247,679 | New | Q4 2025 | Feb 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 246,000 | 16,587 | 0.05% | 0.03% | 40 | +122,000 | 98.39% | Q4 2025 | Jan 26, 2026 |
| Marotta Asset Management | History | Reduced | 242,172 | 16,329 | 3.02% | 3.06% | 41 | -1,277 | -0.52% | Q4 2025 | Jan 07, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 230,388 | 15,535 | 4.54% | 4.49% | 42 | +4,227 | 1.87% | Q4 2025 | Feb 09, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 223,842 | 15,093 | 0.45% | 1.13% | 43 | -163,958 | -42.28% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 222,886 | 15,028 | 0.17% | 0.16% | 44 | +7,670 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 220,844 | 14,924 | 0.69% | 0.71% | 45 | +9,178 | 4.34% | Q4 2025 | Feb 09, 2026 |
| Financial Alternatives, Inc | History | Added to | 220,994 | 14,901 | 8.66% | 8.35% | 46 | +14,934 | 7.25% | Q4 2025 | Feb 04, 2026 |
| Columbus Macro, LLC | History | Added to | 220,202 | 14,848 | 1.63% | 1.58% | 47 | +13,278 | 6.42% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 218,207 | 14,713 | 0.02% | 0.02% | 48 | +12,082 | 5.86% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 216,296 | 14,584 | 2.81% | 2.7% | 49 | +11,991 | 5.87% | Q4 2025 | Feb 13, 2026 |
| Marion Wealth Management | History | Added to | 200,128 | 13,552 | 3.01% | 3.07% | 50 | +6,868 | 3.55% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Added to | 195,473 | 13,180 | 0.0% | 0.0% | 51 | +86,996 | 80.2% | Q4 2025 | Feb 12, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 178,188 | 12,015 | 1.33% | — | 52 | +178,188 | New | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 170,184 | 11,475 | 0.01% | 0.01% | 53 | +9,016 | 5.59% | Q4 2025 | Feb 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 167,881 | 11,320 | 2.77% | 2.7% | 54 | +11,898 | 7.63% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 160,127 | 10,797 | 0.55% | 0.55% | 55 | -2,075 | -1.28% | Q4 2025 | Feb 17, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 154,589 | 10,423 | 0.83% | 0.93% | 56 | +728 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 152,070 | 10,240 | 0.12% | 0.0% | 57 | +149,535 | 5898.82% | Q4 2025 | Jan 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 149,620 | 10,088 | 0.31% | 0.3% | 58 | +8,406 | 5.95% | Q4 2025 | Jan 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 139,246 | 9,389 | 0.2% | 0.19% | 59 | +12,924 | 10.23% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 138,863 | 9,363 | 0.02% | 0.02% | 60 | +8,314 | 6.37% | Q4 2025 | Feb 13, 2026 |
| GP Brinson Investments LLC | History | Added to | 136,580 | 9,209 | 3.97% | 2.36% | 61 | +50,100 | 57.93% | Q4 2025 | Jan 02, 2026 |
| Hilltop Partners LLC | History | Added to | 133,486 | 9,000 | 2.32% | 2.56% | 62 | +5,311 | 4.14% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 130,986 | 8,832 | 0.01% | 0.01% | 63 | +7,473 | 6.05% | Q4 2025 | Feb 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 129,505 | 8,732 | 4.89% | 4.82% | 64 | +3,525 | 2.8% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 127,315 | 8,585 | 0.01% | 0.01% | 65 | +56,767 | 80.47% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 122,579 | 8,265 | 0.04% | 0.03% | 66 | +38,768 | 46.26% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 113,755 | 7,670 | 2.1% | 2.09% | 67 | +5,849 | 5.42% | Q4 2025 | Jan 28, 2026 |
| Kovitz Investment Group Partners, LLC | History | New | 111,490 | 7,517 | 0.17% | — | 68 | +111,490 | New | Q4 2025 | Feb 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 109,724 | 7,398 | 0.79% | 0.61% | 69 | +25,829 | 30.79% | Q4 2025 | Feb 18, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 109,607 | 7,391 | 0.24% | 0.75% | 70 | -168,618 | -60.6% | Q4 2025 | Feb 13, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 107,410 | 7,242 | 2.12% | 1.06% | 71 | +61,398 | 133.44% | Q4 2025 | Jan 07, 2026 |
| Calamos Advisors LLC | History | Added to | 104,020 | 7,014 | 0.03% | 0.02% | 72 | +10,621 | 11.37% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 103,125 | 6,967 | 0.01% | 0.02% | 73 | -21,067 | -16.96% | Q4 2025 | Feb 05, 2026 |
| L2 Asset Management, LLC | History | Added to | 98,514 | 6,642 | 0.89% | 0.94% | 74 | +1,379 | 1.42% | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | Added to | 97,079 | 6,546 | 2.55% | 2.25% | 75 | +14,245 | 17.2% | Q4 2025 | Feb 12, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 94,599 | 6,378 | 0.87% | — | 76 | +94,599 | New | Q4 2025 | Feb 20, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 93,901 | 6,331 | 3.48% | 3.41% | 77 | +9,599 | 11.39% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 92,586 | 6,243 | 0.05% | 0.06% | 78 | +1,609 | 1.77% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 90,085 | 6,074 | 0.06% | 0.06% | 79 | -3,674 | -3.92% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 89,627 | 6,043 | 0.04% | 0.05% | 80 | +1,608 | 1.83% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 88,650 | 5,977 | 0.1% | — | 81 | +88,650 | New | Q4 2025 | Feb 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 88,637 | 5,976 | 1.57% | 1.66% | 82 | +532 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,242 | 5,680 | 0.03% | 0.06% | 83 | -82,883 | -49.59% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 82,846 | 5,584 | 0.03% | 0.02% | 84 | +46,383 | 127.21% | Q4 2025 | Jan 27, 2026 |
| Nilsine Partners, LLC | History | Added to | 81,402 | 5,488 | 0.48% | 0.46% | 85 | +4,905 | 6.41% | Q4 2025 | Jan 15, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 81,268 | 5,479 | 5.0% | 4.35% | 86 | +12,377 | 17.97% | Q4 2025 | Feb 18, 2026 |
| Plan Group Financial, LLC | History | Added to | 79,617 | 5,368 | 1.39% | 1.16% | 87 | +15,255 | 23.7% | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 79,643 | 5,365 | 0.25% | 0.26% | 88 | +13,392 | 20.21% | Q4 2025 | Feb 03, 2026 |
| Royal Fund Management, LLC | History | Added to | 77,366 | 5,216 | 0.47% | 0.29% | 89 | +41,424 | 115.25% | Q4 2025 | Jan 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 76,896 | 5,185 | 2.68% | 2.71% | 90 | -324 | -0.42% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 76,119 | 5,132 | 0.09% | 0.09% | 91 | +7,401 | 10.77% | Q4 2025 | Jan 16, 2026 |
| Virtus Family Office LLC | History | Reduced | 75,284 | 5,076 | 4.38% | 4.81% | 92 | -1,529 | -1.99% | Q4 2025 | Feb 03, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 73,568 | 4,960 | 2.47% | 2.36% | 93 | +3,020 | 4.28% | Q4 2025 | Jan 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 73,447 | 4,952 | 0.0% | 0.02% | 94 | -504,014 | -87.28% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 70,340 | 4,758 | 0.01% | 0.01% | 95 | +2,840 | 4.21% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 70,285 | 4,739 | 0.01% | 0.01% | 96 | -442 | -0.62% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 70,100 | 4,726 | 0.01% | 0.02% | 97 | -106,314 | -60.26% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 69,491 | 4,685 | 0.16% | 0.17% | 98 | -4,990 | -6.7% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 68,978 | 4,651 | 0.07% | 0.05% | 99 | +20,245 | 41.54% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 67,695 | 4,564 | 0.02% | 0.02% | 100 | +6,711 | 11.0% | Q4 2025 | Feb 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 67,519 | 4,552 | 0.68% | 0.15% | 101 | +57,623 | 582.29% | Q4 2025 | Feb 03, 2026 |
| David Kennon Inc | History | Added to | 66,558 | 4,487 | 1.59% | 1.59% | 102 | +659 | 1.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,397 | 4,477 | 0.02% | 0.01% | 103 | +23,826 | 55.97% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 65,032 | 4,385 | 0.05% | 0.05% | 104 | +403 | 0.62% | Q4 2025 | Jan 21, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 64,787 | 4,368 | 0.25% | 0.25% | 105 | +1,905 | 3.03% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 64,329 | 4,337 | 1.55% | 1.35% | 106 | +3,634 | 5.99% | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | Added to | 62,583 | 4,220 | 0.25% | 0.26% | 107 | +2,391 | 3.97% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 61,213 | 4,127 | 0.89% | 0.78% | 108 | +14,306 | 30.5% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 61,186 | 4,125 | 0.34% | 0.37% | 109 | -6,251 | -9.27% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 60,367 | 4,071 | 0.01% | 0.01% | 110 | +5,913 | 10.86% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 60,256 | 4,062 | 0.02% | 0.02% | 111 | +19,534 | 47.97% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 59,454 | 4,008 | 0.02% | — | 112 | +59,454 | New | Q4 2025 | Feb 13, 2026 |
| Stablepoint Partners, LLC | History | Added to | 58,693 | 3,957 | 0.62% | 0.61% | 113 | +1,689 | 2.96% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 58,414 | 3,938 | 0.0% | 0.0% | 114 | -82,892 | -58.66% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 58,067 | 3,915 | 0.23% | 0.17% | 115 | +13,665 | 30.78% | Q4 2025 | Jan 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 57,458 | 3,874 | 0.73% | 0.73% | 116 | +618 | 1.09% | Q4 2025 | Jan 30, 2026 |
| Verde Capital Management | History | Added to | 56,609 | 3,817 | 0.81% | 0.84% | 117 | +192 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 55,169 | 3,720 | 0.85% | 0.76% | 118 | +2,802 | 5.35% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 54,109 | 3,648 | 0.0% | 0.01% | 119 | +211 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,969 | 3,572 | 0.01% | 0.01% | 120 | +19,057 | 56.2% | Q4 2025 | Feb 05, 2026 |
| GenTrust, LLC | History | Added to | 52,487 | 3,539 | 0.15% | 0.15% | 121 | +1,778 | 3.51% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,965 | 3,436 | 0.0% | 0.0% | 122 | -889 | -1.71% | Q4 2025 | Feb 02, 2026 |
| Echo45 Advisors LLC | History | Added to | 50,092 | 3,377 | 1.93% | 1.84% | 123 | +3,108 | 6.62% | Q4 2025 | Feb 06, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 49,920 | 3,366 | 1.21% | — | 124 | +49,920 | New | Q4 2025 | Jan 26, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 49,662 | 3,348 | 0.55% | 0.52% | 125 | +3,469 | 7.51% | Q4 2025 | Jan 27, 2026 |
| REGIONS FINANCIAL CORP | History | New | 48,781 | 3,289 | 0.02% | — | 126 | +48,781 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 48,128 | 3,245 | 0.5% | 0.51% | 127 | -506 | -1.04% | Q4 2025 | Jan 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 47,766 | 3,220 | 0.01% | 0.01% | 128 | -160 | -0.33% | Q4 2025 | Feb 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 46,957 | 3,166 | 1.44% | 1.45% | 129 | +1,643 | 3.63% | Q4 2025 | Jan 12, 2026 |
| Greenspring Advisors, LLC | History | New | 44,535 | 3,003 | 0.18% | — | 130 | +44,535 | New | Q4 2025 | Feb 10, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 44,218 | 2,981 | 1.57% | — | 131 | +44,218 | New | Q4 2025 | Feb 27, 2026 |
| Apella Capital, LLC | History | Added to | 44,146 | 2,976 | 0.06% | 0.01% | 132 | +39,959 | 954.36% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,128 | 2,975 | 0.1% | 0.06% | 133 | +11,002 | 33.21% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 42,226 | 2,847 | 0.01% | 0.01% | 134 | -249 | -0.59% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 41,357 | 2,788 | 0.01% | 0.01% | 135 | +3,647 | 9.67% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 40,761 | 2,749 | 0.0% | 0.0% | 136 | +5,153 | 14.47% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 40,539 | 2,733 | 0.05% | 0.05% | 137 | +1,425 | 3.64% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 40,247 | 2,713 | 1.87% | 1.88% | 138 | +505 | 1.27% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,662 | 2,675 | 0.0% | 0.0% | 139 | -3,939 | -9.03% | Q4 2025 | Jan 08, 2026 |
| Strategic Advocates LLC | History | Added to | 38,237 | 2,583 | 0.66% | 0.26% | 140 | +23,111 | 152.79% | Q4 2025 | Feb 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 37,989 | 2,566 | 1.92% | 3.16% | 141 | -21,008 | -35.61% | Q4 2025 | Feb 13, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 37,074 | 2,499 | 1.77% | — | 142 | +37,074 | New | Q4 2025 | Jan 26, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 36,847 | 2,484 | 1.75% | 1.72% | 143 | +1,112 | 3.11% | Q4 2025 | Jan 08, 2026 |
| NWAM LLC | History | Added to | 36,533 | 2,471 | 0.14% | 0.12% | 144 | +3,062 | 9.15% | Q4 2025 | Feb 04, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 36,321 | 2,449 | 1.08% | 1.11% | 145 | -526 | -1.43% | Q4 2025 | Feb 05, 2026 |
| STATE STREET CORP | History | Reduced | 36,176 | 2,439 | 0.0% | 0.0% | 146 | -4,945 | -12.03% | Q4 2025 | Feb 13, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 35,989 | 2,426 | 2.32% | — | 147 | +35,989 | New | Q4 2025 | Feb 09, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 35,837 | 2,416 | 1.3% | 1.36% | 148 | +943 | 2.7% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 35,804 | 2,414 | 0.0% | — | 150 | +35,804 | New | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 35,812 | 2,414 | 0.04% | 0.04% | 149 | +2,075 | 6.15% | Q4 2025 | Feb 12, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 35,646 | 2,403 | 1.49% | 1.43% | 151 | -12 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 34,133 | 2,301 | 0.29% | 0.33% | 152 | -1,643 | -4.59% | Q4 2025 | Jan 08, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 33,793 | 2,278 | 1.62% | 1.61% | 153 | +863 | 2.62% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 33,141 | 2,234 | 0.62% | 0.59% | 154 | +933 | 2.9% | Q4 2025 | Feb 03, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 33,098 | 2,231 | 0.43% | 0.41% | 155 | +3,866 | 13.23% | Q4 2025 | Jan 27, 2026 |
| Yorktown Management & Research Co Inc | History | Added to | 33,000 | 2,225 | 1.78% | 1.33% | 156 | +8,000 | 32.0% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 32,575 | 2,196 | 0.14% | 0.14% | 157 | -405 | -1.23% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,430 | 2,186 | 0.0% | 0.0% | 158 | +14,797 | 83.92% | Q4 2025 | Feb 13, 2026 |
| Custos Family Office, LLC | History | Reduced | 31,819 | 2,145 | 1.46% | 2.13% | 159 | -24,500 | -43.5% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 31,539 | 2,126 | 0.04% | 0.05% | 160 | -4,843 | -13.31% | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 31,352 | 2,114 | 0.05% | 0.05% | 161 | -265 | -0.84% | Q4 2025 | Feb 03, 2026 |
| Veery Capital, LLC | History | Added to | 30,972 | 2,088 | 0.64% | 0.64% | 162 | +595 | 1.96% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 30,608 | 2,063 | 0.07% | 0.06% | 163 | +3,121 | 11.35% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | Reduced | 29,860 | 2,013 | 0.73% | 0.76% | 165 | -1,052 | -3.4% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Added to | 29,867 | 2,013 | 0.06% | 0.06% | 164 | +618 | 2.11% | Q4 2025 | Feb 19, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 29,822 | 2,010 | 0.16% | 0.12% | 166 | +9,791 | 48.88% | Q4 2025 | Feb 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 42,313 | 1,975 | 0.84% | 0.88% | 167 | +12,535 | 42.09% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 28,000 | 1,888 | 0.03% | 0.03% | 168 | +4,402 | 18.65% | Q4 2025 | Mar 12, 2026 |
| K2 Financial Inc. | History | Added to | 27,433 | 1,845 | 1.43% | 1.46% | 169 | +215 | 0.79% | Q4 2025 | Jan 22, 2026 |
| Disciplined Investments, LLC | History | Reduced | 27,320 | 1,842 | 0.71% | 0.75% | 170 | -855 | -3.03% | Q4 2025 | Feb 05, 2026 |
| Traub Capital Management LLC | History | Reduced | 25,933 | 1,748 | 1.68% | 1.77% | 171 | -789 | -2.95% | Q4 2025 | Jan 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 25,875 | 1,744 | 0.13% | 0.09% | 172 | +9,257 | 55.7% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Added to | 25,206 | 1,699 | 0.08% | 0.07% | 173 | +1,130 | 4.69% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 25,168 | 1,697 | 0.0% | 0.0% | 174 | +12,623 | 100.62% | Q4 2025 | Jan 30, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 24,747 | 1,668 | 1.44% | 1.22% | 175 | -322 | -1.28% | Q4 2025 | Feb 09, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 24,119 | 1,626 | 1.52% | 1.51% | 176 | -32 | -0.13% | Q4 2025 | Jan 16, 2026 |
| NewSquare Capital LLC | History | Reduced | 23,855 | 1,608 | 0.14% | 0.12% | 177 | -2,084 | -8.03% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 23,591 | 1,590 | 0.01% | 0.01% | 178 | +7,437 | 46.04% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 23,591 | 1,590 | 0.07% | 0.04% | 179 | +7,437 | 46.04% | Q4 2025 | Jan 15, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 23,503 | 1,584 | 0.43% | 0.41% | 180 | +623 | 2.72% | Q4 2025 | Feb 17, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 23,477 | 1,583 | 0.94% | 0.87% | 181 | +918 | 4.07% | Q4 2025 | Jan 06, 2026 |
| ALPS ADVISORS INC | History | Added to | 23,285 | 1,570 | 0.01% | 0.01% | 182 | +790 | 3.51% | Q4 2025 | Feb 12, 2026 |
| AXS Investments LLC | History | Reduced | 23,247 | 1,567 | 0.75% | 0.69% | 183 | -327 | -1.39% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 23,238 | 1,566 | 0.02% | 0.01% | 184 | +11,446 | 97.07% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,979 | 1,549 | 0.0% | 0.0% | 185 | -13,018 | -36.16% | Q4 2025 | Feb 10, 2026 |
| Rinkey Investments | History | Reduced | 22,725 | 1,532 | 0.39% | 0.41% | 186 | -308 | -1.34% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS | History | Added to | 22,716 | 1,531 | 0.04% | 0.05% | 187 | +298 | 1.33% | Q4 2025 | Feb 10, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 22,473 | 1,515 | 0.06% | 0.07% | 188 | -1,540 | -6.41% | Q4 2025 | Jan 26, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 21,948 | 1,479 | 0.73% | 0.63% | 189 | +3,850 | 21.27% | Q4 2025 | Mar 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21,855 | 1,473 | 0.09% | 0.1% | 190 | -121 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 21,775 | 1,468 | 0.66% | 0.64% | 191 | +732 | 3.48% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 21,032 | 1,418 | 0.04% | 0.04% | 192 | -23 | -0.11% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 20,568 | 1,386 | 0.03% | 0.05% | 193 | +2,475 | 13.68% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,388 | 1,374 | 0.0% | 0.0% | 194 | +6,804 | 50.09% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 18,982 | 1,280 | 0.04% | 0.03% | 195 | +1,924 | 11.28% | Q4 2025 | Feb 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,969 | 1,279 | 0.18% | 0.13% | 196 | +6,619 | 53.6% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 18,683 | 1,259 | 0.23% | 0.24% | 197 | -461 | -2.41% | Q4 2025 | Jan 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,542 | 1,250 | 0.03% | 0.04% | 198 | -2,873 | -13.42% | Q4 2025 | Feb 17, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 18,324 | 1,235 | 0.97% | — | 199 | +18,324 | New | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,967 | 1,212 | 0.01% | 0.01% | 200 | +2,446 | 15.76% | Q4 2025 | Jan 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,904 | 1,207 | 0.09% | 0.06% | 201 | +6,971 | 63.76% | Q4 2025 | Jan 09, 2026 |
| JT Stratford LLC | History | Added to | 17,819 | 1,201 | 0.15% | 0.16% | 202 | +140 | 0.79% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 17,366 | 1,171 | 0.61% | 0.64% | 203 | +176 | 1.02% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,131 | 1,155 | 0.01% | 0.02% | 204 | +151 | 0.89% | Q4 2025 | Jan 23, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 17,007 | 1,146 | 1.46% | 1.48% | 205 | +28 | 0.16% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,796 | 1,132 | 0.01% | 0.01% | 206 | +9,609 | 133.7% | Q4 2025 | Jan 20, 2026 |
| LAM GROUP, INC. | History | Added to | 16,725 | 1,127 | 0.64% | 0.63% | 207 | +1,445 | 9.46% | Q4 2025 | Jan 23, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 16,042 | 1,079 | 0.61% | 0.6% | 208 | +675 | 4.39% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,995 | 1,078 | 0.0% | 0.0% | 209 | +6,378 | 66.32% | Q4 2025 | Mar 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,993 | 1,078 | 0.04% | 0.05% | 210 | +3,624 | 29.3% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,875 | 1,070 | 0.02% | 0.0% | 211 | +15,098 | 1943.11% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Added to | 15,572 | 1,050 | 0.05% | 0.05% | 212 | +1,304 | 9.14% | Q4 2025 | Feb 06, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 15,542 | 1,047 | 0.2% | 0.19% | 213 | +399 | 2.63% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,495 | 1,046 | 0.04% | 0.03% | 214 | +8,152 | 111.02% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,235 | 1,027 | 0.0% | 0.0% | 215 | +414 | 2.79% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,761 | 995 | 0.01% | — | 216 | +14,761 | New | Q4 2025 | Feb 18, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 14,509 | 978 | 0.03% | 0.03% | 217 | +410 | 2.91% | Q4 2025 | Jan 30, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 14,232 | 959 | 0.0% | — | 218 | +14,232 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 14,019 | 945 | 0.01% | 0.02% | 219 | +47 | 0.34% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,946 | 917 | 0.02% | 0.01% | 220 | +2,953 | 26.86% | Q4 2025 | Feb 11, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 13,120 | 884 | 0.61% | 0.38% | 221 | +5,000 | 61.58% | Q4 2025 | Jan 21, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 13,059 | 880 | 0.42% | — | 222 | +13,059 | New | Q4 2025 | Jan 09, 2026 |
| Engineers Gate Manager LP | History | New | 13,021 | 878 | 0.01% | — | 223 | +13,021 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,901 | 869 | 0.0% | 0.0% | 224 | -1,643 | -11.3% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 12,858 | 867 | 0.03% | 0.03% | 225 | +218 | 1.72% | Q4 2025 | Jan 16, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 12,835 | 865 | 0.31% | 0.3% | 226 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 12,657 | 853 | 0.09% | 0.09% | 227 | +348 | 2.83% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,594 | 849 | 0.02% | 0.02% | 228 | -696 | -5.24% | Q4 2025 | Feb 03, 2026 |
| Prostatis Group LLC | History | Reduced | 12,546 | 845 | 0.2% | 0.21% | 229 | -73 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 12,528 | 844 | 0.06% | 0.06% | 230 | +42 | 0.34% | Q4 2025 | Apr 02, 2026 |
| Lido Advisors, LLC | History | Added to | 12,547 | 839 | 0.0% | 0.0% | 231 | +41 | 0.33% | Q4 2025 | Feb 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 12,135 | 818 | 0.47% | 0.46% | 232 | +520 | 4.48% | Q4 2025 | Jan 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 11,925 | 804 | 0.05% | 0.04% | 233 | +3,396 | 39.82% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,899 | 802 | 0.04% | 0.04% | 234 | +478 | 4.19% | Q4 2025 | Jan 20, 2026 |
| Note Advisors, LLC | History | Reduced | 10,387 | 701 | 0.36% | 0.41% | 235 | -13 | -0.13% | Q4 2025 | Feb 18, 2026 |
| FLC Capital Advisors | History | Added to | 10,083 | 679 | 0.13% | 0.11% | 236 | +1,857 | 22.57% | Q4 2025 | Feb 11, 2026 |
| Summa Corp. | History | No change | 10,000 | 674 | 0.29% | 0.29% | 237 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 10,300 | 673 | 0.07% | 0.08% | 238 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 9,972 | 669 | 0.45% | 1.86% | 239 | -23,509 | -70.22% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 9,854 | 664 | 0.0% | 0.0% | 240 | -749 | -7.06% | Q4 2025 | Feb 19, 2026 |
| Creekside Partners | History | Added to | 9,807 | 661 | 0.28% | 0.28% | 241 | +156 | 1.62% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 9,705 | 654 | 0.01% | 0.02% | 242 | +757 | 8.46% | Q4 2025 | Feb 06, 2026 |
| TSA Wealth Managment LLC | History | Added to | 9,654 | 650 | 0.22% | 0.21% | 243 | +593 | 6.54% | Q4 2025 | Jan 22, 2026 |
| FC Advisory LLC | History | Added to | 9,444 | 636 | 0.18% | 0.18% | 244 | +345 | 3.79% | Q4 2025 | Jan 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,291 | 626 | 0.0% | — | 245 | +9,291 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,276 | 625 | 0.03% | 0.02% | 246 | +3,805 | 69.55% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 9,204 | 621 | 0.05% | — | 247 | +9,204 | New | Q4 2025 | Jan 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 9,132 | 615 | 0.04% | 0.05% | 248 | -162 | -1.74% | Q4 2025 | Feb 10, 2026 |
| Trust Point Inc. | History | Added to | 9,076 | 611 | 0.05% | 0.04% | 249 | +2,364 | 35.22% | Q4 2025 | Jan 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,979 | 605 | 0.05% | 0.05% | 250 | -41 | -0.45% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,906 | 600 | 0.04% | 0.04% | 251 | +649 | 7.86% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,868 | 597 | 0.0% | 0.0% | 252 | -130,961 | -93.66% | Q4 2025 | Feb 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 8,660 | 583 | 0.38% | — | 253 | +8,660 | New | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,600 | 579 | 0.01% | 0.01% | 254 | +2,353 | 37.67% | Q4 2025 | Jan 29, 2026 |
| Stewardship Advisors, LLC | History | Added to | 8,483 | 572 | 0.13% | 0.13% | 255 | +545 | 6.87% | Q4 2025 | Jan 15, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 8,312 | 560 | 0.3% | 0.4% | 256 | -2,806 | -25.24% | Q4 2025 | Feb 23, 2026 |
| Creative Planning | History | New | 8,268 | 557 | 0.0% | — | 257 | +8,268 | New | Q4 2025 | Feb 17, 2026 |
| KKM Financial LLC | History | Added to | 8,151 | 549 | 0.1% | 0.17% | 258 | +180 | 2.26% | Q4 2025 | Feb 18, 2026 |
| Summit Global Investments | History | Added to | 8,083 | 545 | 0.03% | 0.03% | 259 | +186 | 2.36% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 7,981 | 538 | 0.0% | — | 260 | +7,981 | New | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 7,871 | 530 | 0.08% | 0.08% | 261 | -263 | -3.23% | Q4 2025 | Jan 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 7,715 | 520 | 0.31% | 0.0% | 262 | +7,693 | 34968.18% | Q4 2025 | Feb 04, 2026 |
| Brandywine Asset Management, Inc. | History | New | 7,699 | 517 | 0.36% | — | 263 | +7,699 | New | Q4 2025 | Feb 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 7,588 | 511 | 0.33% | — | 264 | +7,588 | New | Q4 2025 | Apr 02, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 7,513 | 507 | 0.49% | — | 265 | +7,513 | New | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 7,468 | 501 | 0.13% | 0.18% | 266 | -400 | -5.08% | Q4 2025 | Jan 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 7,420 | 500 | 0.11% | 0.11% | 267 | -51 | -0.68% | Q4 2025 | Jan 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,370 | 496 | 0.01% | 0.01% | 268 | -172 | -2.28% | Q4 2025 | Jan 07, 2026 |
| 5T Wealth, LLC | History | Added to | 7,337 | 494 | 0.2% | 0.2% | 269 | +534 | 7.85% | Q4 2025 | Jan 27, 2026 |
| DRAVO BAY LLC | History | Reduced | 7,316 | 493 | 0.2% | 0.24% | 271 | -661 | -8.29% | Q4 2025 | Jan 27, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 7,326 | 493 | 0.05% | 0.07% | 270 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,292 | 491 | 0.05% | 0.06% | 272 | -341 | -4.47% | Q4 2025 | Feb 18, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 7,179 | 484 | 0.1% | 0.11% | 273 | -547 | -7.08% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | New | 7,147 | 481 | 0.04% | — | 275 | +7,147 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | New | 7,135 | 481 | 0.0% | — | 274 | +7,135 | New | Q4 2025 | Feb 17, 2026 |
| Eagle Bay Advisors LLC | History | New | 7,120 | 480 | 0.35% | — | 276 | +7,120 | New | Q4 2025 | Jan 23, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,885 | 464 | 0.07% | 0.71% | 277 | -55,945 | -89.04% | Q4 2025 | Feb 18, 2026 |
| United Advisor Group, LLC | History | Added to | 6,675 | 450 | 0.06% | 0.06% | 278 | +167 | 2.57% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 6,369 | 429 | 0.0% | 0.0% | 279 | -21 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 6,044 | 407 | 0.08% | 0.41% | 280 | -23,033 | -79.21% | Q4 2025 | Feb 11, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 5,999 | 404 | 0.07% | 0.08% | 281 | -96 | -1.58% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,668 | 382 | 0.01% | 0.01% | 282 | -28 | -0.49% | Q4 2025 | Feb 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 5,663 | 381 | 0.1% | 0.11% | 283 | -97 | -1.68% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,565 | 375 | 0.01% | — | 285 | +5,565 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 5,571 | 375 | 0.05% | 0.05% | 284 | +472 | 9.26% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | New | 5,522 | 372 | 0.11% | — | 286 | +5,522 | New | Q4 2025 | Feb 09, 2026 |
| Pictet North America Advisors SA | History | No change | 5,350 | 360 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,317 | 358 | 0.03% | 0.02% | 288 | +1,472 | 38.28% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,274 | 355 | 0.02% | 0.01% | 289 | +2,990 | 130.91% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,256 | 354 | 0.02% | 0.01% | 290 | +628 | 13.57% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 5,096 | 343 | 0.03% | 0.02% | 291 | +291 | 6.06% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 4,938 | 332 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PACK Private Wealth, LLC | History | Added to | 4,847 | 326 | 0.15% | 0.15% | 293 | +46 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Elm Partners Management LLC | History | No change | 4,754 | 320 | 0.01% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 4,593 | 309 | 0.0% | — | 295 | +4,593 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,545 | 306 | 0.01% | 0.0% | 296 | +1,979 | 77.12% | Q4 2025 | Feb 09, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 4,539 | 306 | 0.11% | 0.09% | 297 | +646 | 16.59% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,500 | 303 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,480 | 302 | 0.04% | — | 299 | +4,480 | New | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,468 | 301 | 0.01% | — | 301 | +4,468 | New | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | No change | 4,472 | 301 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 4,472 | 301 | 0.07% | 0.07% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | New | 4,381 | 295 | 0.01% | — | 303 | +4,381 | New | Q4 2025 | Feb 10, 2026 |
| Downshift Financial, LLC | History | New | 4,310 | 290 | 0.18% | — | 304 | +4,310 | New | Q4 2025 | Mar 11, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,960 | 266 | 0.21% | 0.21% | 305 | +207 | 5.52% | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,894 | 262 | 0.02% | 0.02% | 306 | +36 | 0.93% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,875 | 261 | 0.0% | 0.0% | 307 | +191 | 5.18% | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | New | 3,803 | 256 | 0.04% | — | 308 | +3,803 | New | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,755 | 253 | 0.0% | 0.0% | 309 | +10 | 0.27% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,749 | 252 | 0.0% | 0.0% | 310 | +7 | 0.19% | Q4 2025 | Jan 29, 2026 |
| Carter Financial Group, INC. | History | Reduced | 3,716 | 250 | 0.15% | 0.15% | 311 | -12 | -0.32% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 3,697 | 249 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 3,707 | 249 | 0.2% | 0.2% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 3,662 | 246 | 0.0% | 0.0% | 314 | +725 | 24.69% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 3,645 | 245 | 0.01% | 0.01% | 315 | -1,174 | -24.36% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,596 | 242 | 0.04% | 0.04% | 316 | +58 | 1.64% | Q4 2025 | Feb 04, 2026 |
| BEACON FINANCIAL GROUP | History | New | 3,577 | 241 | 0.02% | — | 317 | +3,577 | New | Q4 2025 | Apr 01, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,550 | 239 | 0.11% | 0.12% | 318 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mach-1 Financial Group, LLC | History | New | 3,490 | 235 | 0.05% | — | 319 | +3,490 | New | Q4 2025 | Feb 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 3,475 | 234 | 0.02% | — | 320 | +3,475 | New | Q4 2025 | Feb 11, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,483 | 234 | 0.03% | 0.04% | 321 | -11 | -0.31% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,468 | 233 | 0.0% | 0.01% | 322 | +83 | 2.45% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,447 | 232 | 0.04% | 0.04% | 323 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Independent Advisor Alliance | History | No change | 3,367 | 227 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 3,348 | 225 | 0.03% | — | 325 | +3,348 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 3,311 | 223 | 0.0% | — | 326 | +3,311 | New | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 3,270 | 220 | 0.01% | — | 327 | +3,270 | New | Q4 2025 | Feb 09, 2026 |
| Lynx Investment Advisory | History | New | 3,255 | 219 | 0.12% | — | 329 | +3,255 | New | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 3,248 | 219 | 0.01% | — | 328 | +3,248 | New | Q4 2025 | Feb 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 3,230 | 217 | 0.13% | — | 331 | +3,230 | New | Q4 2025 | Jan 21, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 3,228 | 217 | 0.03% | 0.03% | 330 | -148 | -4.38% | Q4 2025 | Jan 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 3,178 | 214 | 0.03% | — | 332 | +3,178 | New | Q4 2025 | Feb 12, 2026 |
| Northwest Capital Management Inc | History | Reduced | 3,160 | 213 | 0.92% | 1.57% | 333 | -19,145 | -85.83% | Q4 2025 | Jan 26, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 3,097 | 208 | 0.07% | 0.08% | 334 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Manske Wealth Management | History | New | 3,057 | 206 | 0.06% | — | 335 | +3,057 | New | Q4 2025 | Feb 03, 2026 |
| Adalta Capital Management LLC | History | Reduced | 3,050 | 205 | 0.09% | 0.16% | 336 | -2,300 | -42.99% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,035 | 204 | 0.15% | 0.16% | 338 | -1 | -0.03% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,029 | 204 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,799 | 188 | 0.11% | 0.11% | 339 | +3 | 0.11% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 2,538 | 171 | 0.0% | 0.0% | 340 | +1,802 | 244.84% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,487 | 167 | 0.0% | 0.0% | 341 | +298 | 13.61% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 2,420 | 163 | 0.0% | 0.0% | 342 | +330 | 15.79% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,223 | 149 | 0.01% | 0.01% | 343 | -1,011 | -31.26% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,148 | 144 | 0.01% | 0.0% | 345 | +1,161 | 117.63% | Q4 2025 | Jan 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,145 | 144 | 0.02% | 0.02% | 344 | -6 | -0.28% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,720 | 115 | 0.0% | 0.0% | 346 | +590 | 52.21% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,535 | 103 | 0.0% | 0.0% | 347 | +171 | 12.54% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,341 | 90 | 0.01% | — | 348 | +1,341 | New | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,278 | 86 | 0.02% | 0.0% | 349 | +1,262 | 7887.5% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,197 | 80 | 0.0% | 0.0% | 350 | -353 | -22.77% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,182 | 79 | 0.03% | 0.03% | 351 | +22 | 1.9% | Q4 2025 | Jan 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,085 | 73 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 952 | 64 | 0.0% | 0.0% | 353 | +583 | 157.99% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 866 | 58 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 825 | 55 | 0.01% | 0.01% | 355 | +300 | 57.14% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 757 | 51 | 0.01% | — | 356 | +757 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 743 | 50 | 0.04% | — | 357 | +743 | New | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | Added to | 630 | 43 | 0.01% | 0.01% | 358 | +11 | 1.78% | Q4 2025 | Feb 04, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 642 | 43 | 0.01% | 0.04% | 359 | +1 | 0.16% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 625 | 42 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | Added to | 614 | 41 | 0.0% | 0.0% | 361 | +35 | 6.04% | Q4 2025 | Jan 05, 2026 |
| Global Trust Asset Management, LLC | History | New | 500 | 33 | 0.01% | — | 362 | +500 | New | Q4 2025 | Jan 20, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 460 | 31 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 450 | 30 | 0.01% | 0.01% | 364 | +40 | 9.76% | Q4 2025 | Jan 28, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 427 | 28 | 0.01% | 0.01% | 366 | +200 | 88.11% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 428 | 28 | 0.0% | 0.0% | 365 | -78 | -15.42% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 386 | 26 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 379 | 25 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 374 | 25 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jessup Wealth Management, Inc | History | New | 362 | 24 | 0.01% | — | 370 | +362 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 352 | 23 | 0.0% | 0.0% | 371 | -192 | -35.29% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 327 | 22 | 0.0% | 0.0% | 372 | +297 | 990.0% | Q4 2025 | Jan 14, 2026 |
| Strive Financial Group ,LLC | History | New | 315 | 21 | 0.01% | — | 373 | +315 | New | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 281 | 18 | 0.0% | 0.0% | 374 | +131 | 87.33% | Q4 2025 | Feb 05, 2026 |
| Realta Investment Advisors | History | Added to | 254 | 17 | 0.01% | 0.0% | 376 | +134 | 111.67% | Q4 2025 | Jan 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 264 | 17 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 244 | 16 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 207 | 13 | 0.0% | 0.0% | 378 | -71 | -25.54% | Q4 2025 | Feb 05, 2026 |
| 10Elms LLP | History | No change | 200 | 13 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 12,162 | 12 | 0.0% | — | 384 | +12,162 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 182 | 12 | 0.0% | — | 380 | +182 | New | Q4 2025 | Jan 21, 2026 |
| CURIO WEALTH, LLC | History | New | 182 | 12 | 0.0% | — | 382 | +182 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 188 | 12 | 0.0% | 0.01% | 383 | -63 | -25.1% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 180 | 12 | 0.0% | 0.0% | 381 | -47 | -20.7% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 166 | 11 | 0.0% | — | 385 | +166 | New | Q4 2025 | Feb 12, 2026 |
| Transce3nd, LLC | History | Reduced | 169 | 11 | 0.09% | 0.09% | 386 | -1 | -0.59% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 152 | 10 | 0.0% | — | 387 | +152 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 10 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | New | 148 | 9 | 0.0% | — | 389 | +148 | New | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | New | 143 | 9 | 0.0% | — | 391 | +143 | New | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 138 | 9 | 0.0% | 0.0% | 390 | +65 | 89.04% | Q4 2025 | Feb 09, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 134 | 9 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | New | 130 | 8 | 0.0% | — | 396 | +130 | New | Q4 2025 | Jan 14, 2026 |
| BLUELINE ADVISORS LLC | History | New | 120 | 8 | 0.01% | — | 397 | +120 | New | Q4 2025 | Feb 10, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 117 | 8 | 0.0% | 0.0% | 394 | -111 | -48.68% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 122 | 8 | 0.0% | 0.0% | 395 | +74 | 154.17% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GODSEY & GIBB, INC | History | New | 112 | 7 | 0.0% | — | 398 | +112 | New | Q4 2025 | Jan 27, 2026 |
| HighMark Wealth Management LLC | History | New | 111 | 7 | 0.0% | — | 399 | +111 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | New | 103 | 6 | 0.0% | — | 400 | +103 | New | Q4 2025 | Jan 29, 2026 |
| Sunrise Financial Services, LLC | History | New | 94 | 6 | 0.0% | — | 401 | +94 | New | Q4 2025 | Feb 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 78 | 5 | 0.0% | — | 404 | +78 | New | Q4 2025 | Feb 02, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 84 | 5 | 0.0% | 0.0% | 403 | -3 | -3.45% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 85 | 5 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 74 | 4 | 0.0% | — | 407 | +74 | New | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | New | 69 | 4 | 0.0% | — | 405 | +69 | New | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 67 | 4 | 0.0% | — | 411 | +67 | New | Q4 2025 | Mar 05, 2026 |
| Planning Project LLC | History | New | 62 | 4 | 0.0% | — | 408 | +62 | New | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 61 | 4 | 0.0% | 0.0% | 410 | +14 | 29.79% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 63 | 4 | 0.0% | 0.0% | 406 | +1 | 1.61% | Q4 2025 | Jan 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 74 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 58 | 3 | 0.0% | — | 412 | +58 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 56 | 3 | 0.0% | — | 417 | +56 | New | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | New | 50 | 3 | 0.0% | — | 414 | +50 | New | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 46 | 3 | 0.0% | — | 416 | +46 | New | Q4 2025 | Feb 18, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 52 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Granite FO LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 43 | 2 | 0.0% | — | 418 | +43 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HHM Wealth Advisors, LLC | History | New | 20 | 1 | 0.0% | — | 423 | +20 | New | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | New | 17 | 1 | 0.0% | — | 422 | +17 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 420 | +3 | 17.65% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| USS Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -420,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -127,840 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -26,053 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -8,666 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,788 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,704 | -100.0% | Q3 2025 | Dec 16, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,508 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,312 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Camelot Portfolios, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| Pillar Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 02, 2026 |
| First Pacific Financial | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 16, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 23, 2026 |
| MASECO LLP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 22, 2026 |
| WINNOW WEALTH LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Lodestone Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| CENTRAL TRUST Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |