WOODSIDE ENERGY GROUP LTD - WDS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,539,156 | 70,765 | 0.0% | 0.0% | 1 | +1,108,540 | 32.31% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,416,708 | 53,266 | 0.01% | 0.01% | 2 | +148,588 | 4.55% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 2,381,031 | 37,120 | 0.0% | 0.0% | 3 | +4,552 | 0.19% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,371,216 | 21,377 | 0.0% | 0.0% | 4 | -143,779 | -9.49% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,222,912 | 19,065 | 0.0% | 0.0% | 5 | +968,707 | 381.07% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 889,577 | 13,868 | 0.01% | 0.01% | 6 | +270,674 | 43.73% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 735,455 | 11,465 | 0.0% | 0.0% | 7 | +715,208 | 3532.41% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 718,019 | 11,194 | 0.0% | 0.0% | 8 | -8,056 | -1.11% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 638,474 | 9,953 | 0.0% | 0.0% | 9 | +420,412 | 192.79% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 519,487 | 8,098 | 0.0% | 0.0% | 10 | +38,262 | 7.95% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 508,558 | 7,928 | 0.02% | 0.02% | 11 | +114,188 | 28.95% | Q4 2025 | Feb 17, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 487,503 | 7,600 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 467,416 | 7,301 | 0.0% | — | 13 | +467,416 | New | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 451,787 | 7,043 | 0.02% | 0.02% | 14 | +37,501 | 9.05% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 391,019 | 6,095 | 0.0% | 0.0% | 15 | +55,702 | 16.61% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 312,165 | 4,866 | 0.0% | 0.0% | 16 | +63,529 | 25.55% | Q4 2025 | Feb 17, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 309,310 | 4,822 | 1.04% | 1.06% | 17 | -3,504 | -1.12% | Q4 2025 | Jan 14, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 264,944 | 4,130 | 0.02% | 0.02% | 18 | +26,231 | 10.99% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 228,087 | 3,555 | 0.0% | 0.0% | 19 | +77,520 | 51.49% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 178,208 | 2,778 | 0.0% | 0.0% | 20 | +1,964 | 1.11% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 157,163 | 2,450 | 0.06% | — | 21 | +157,163 | New | Q4 2025 | Feb 17, 2026 |
| XY Capital Ltd | History | Added to | 150,417 | 2,345 | 1.48% | 0.11% | 22 | +137,099 | 1029.43% | Q4 2025 | Feb 12, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 145,864 | 2,274 | 0.14% | 0.14% | 23 | -1,481 | -1.01% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 144,411 | 2,251 | 0.01% | — | 24 | +144,411 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,164 | 2,247 | 0.0% | 0.0% | 25 | +34,852 | 31.88% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 142,771 | 2,225 | 0.0% | 0.0% | 26 | -5,639 | -3.8% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 137,332 | 2,141 | 0.0% | — | 27 | +137,332 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 132,381 | 2,063 | 0.05% | — | 28 | +132,381 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 120,399 | 1,877 | 0.02% | 0.02% | 29 | -13,063 | -9.79% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 106,102 | 1,654 | 0.02% | 0.02% | 30 | -12,437 | -10.49% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 102,338 | 1,595 | 0.0% | 0.0% | 31 | +8,039 | 8.53% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 101,114 | 1,576 | 0.0% | 0.0% | 32 | +3,320 | 3.39% | Q4 2025 | Feb 13, 2026 |
| McAlvany Wealth Management LLC | History | New | 94,919 | 1,479 | 1.13% | — | 33 | +94,919 | New | Q4 2025 | Mar 25, 2026 |
| Mariner, LLC | History | Reduced | 89,042 | 1,388 | 0.0% | 0.0% | 34 | -1,825 | -2.01% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 87,684 | 1,366 | 0.0% | 0.0% | 35 | -16,100 | -15.51% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 84,925 | 1,323 | 0.0% | — | 36 | +84,925 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 83,405 | 1,300 | 0.02% | 0.02% | 37 | +1,554 | 1.9% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 81,452 | 1,269 | 0.0% | 0.0% | 38 | +16,191 | 24.81% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 79,824 | 1,244 | 0.02% | 0.02% | 39 | +7,116 | 9.79% | Q4 2025 | Feb 03, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 76,872 | 1,198 | 0.01% | 0.01% | 40 | -34,497 | -30.98% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 75,877 | 1,182 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 69,905 | 1,089 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 66,634 | 1,038 | 0.0% | 0.0% | 43 | +14,238 | 27.17% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 66,488 | 1,036 | 0.0% | 0.0% | 44 | -3,369 | -4.82% | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 66,060 | 1,029 | 0.0% | 0.0% | 45 | -2,320 | -3.39% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 61,841 | 964 | 0.02% | 0.02% | 46 | -4,143 | -6.28% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 60,300 | 940 | 0.0% | 0.0% | 47 | -34,400 | -36.33% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 59,642 | 929 | 0.01% | 0.01% | 48 | +2,737 | 4.81% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 57,530 | 896 | 0.0% | 0.0% | 49 | +340 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 56,425 | 879 | 0.0% | 0.0% | 50 | +14,703 | 35.24% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 56,337 | 878 | 0.0% | 0.01% | 51 | +494 | 0.88% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 55,788 | 870 | 0.0% | 0.0% | 52 | -337 | -0.6% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 54,665 | 852 | 0.0% | 0.0% | 53 | +2,801 | 5.4% | Q4 2025 | Feb 06, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 53,374 | 832 | 0.08% | 0.47% | 54 | -262,265 | -83.09% | Q4 2025 | Feb 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 52,057 | 811 | 0.0% | 0.0% | 55 | +15,657 | 43.01% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | Added to | 51,724 | 806 | 0.19% | 0.28% | 56 | +5,675 | 12.32% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 48,244 | 752 | 0.0% | 0.0% | 57 | +20,097 | 71.4% | Q4 2025 | Feb 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 46,369 | 722 | 0.08% | 0.07% | 58 | +7,149 | 18.23% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 46,180 | 719 | 0.0% | 0.0% | 59 | -6,301 | -12.01% | Q4 2025 | Feb 06, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 46,000 | 717 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 45,953 | 716 | 0.01% | — | 61 | +45,953 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,990 | 670 | 0.0% | 0.0% | 62 | -17,082 | -28.44% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | Added to | 43,122 | 669 | 0.03% | 0.03% | 63 | +30,777 | 249.31% | Q4 2025 | Feb 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 42,726 | 666 | 0.01% | 0.01% | 64 | -2,325 | -5.16% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 42,544 | 663 | 0.0% | 0.0% | 65 | +5,662 | 15.35% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 42,515 | 662 | 0.0% | — | 66 | +42,515 | New | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 42,095 | 656 | 0.02% | 0.02% | 67 | -18,359 | -30.37% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 42,023 | 655 | 0.0% | 0.01% | 68 | -19,180 | -31.34% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 41,303 | 644 | 0.0% | 0.0% | 69 | +5,846 | 16.49% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 41,259 | 643 | 0.01% | 0.01% | 70 | +19,016 | 85.49% | Q4 2025 | Feb 12, 2026 |
| U S GLOBAL INVESTORS INC | History | New | 40,000 | 623 | 0.07% | — | 71 | +40,000 | New | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 39,908 | 596 | 0.0% | 0.0% | 72 | -2,826 | -6.61% | Q4 2025 | Mar 09, 2026 |
| HRT FINANCIAL LP | History | New | 38,172 | 595 | 0.0% | — | 73 | +38,172 | New | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,983 | 592 | 0.0% | 0.0% | 74 | -715 | -1.85% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 37,893 | 590 | 0.01% | — | 75 | +37,893 | New | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 37,607 | 586 | 0.0% | 0.0% | 76 | +4,356 | 13.1% | Q4 2025 | Feb 13, 2026 |
| Hikari Tsushin, Inc. | History | No change | 35,381 | 551 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 34,317 | 535 | 0.09% | 0.21% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 34,116 | 531 | 0.02% | 0.02% | 79 | +948 | 2.86% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | New | 33,456 | 521 | 0.0% | — | 80 | +33,456 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,373 | 504 | 0.0% | 0.0% | 81 | -10,783 | -24.99% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 31,946 | 498 | 0.0% | 0.0% | 82 | -61,000 | -65.63% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 29,982 | 467 | 0.0% | 0.0% | 83 | +5,144 | 20.71% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 29,169 | 461 | 0.01% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 29,167 | 454 | 0.0% | 0.01% | 85 | +982 | 3.48% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 27,377 | 426 | 0.0% | — | 86 | +27,377 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 26,817 | 418 | 0.01% | — | 87 | +26,817 | New | Q4 2025 | Jan 16, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 25,468 | 397 | 0.12% | 0.12% | 88 | -455 | -1.76% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 25,437 | 396 | 0.0% | 0.0% | 89 | +1,010 | 4.13% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 24,840 | 387 | 0.01% | 0.0% | 90 | +10,795 | 76.86% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 24,532 | 382 | 0.01% | 0.01% | 91 | +3,400 | 16.09% | Q4 2025 | Feb 11, 2026 |
| Naviter Wealth, LLC | History | Reduced | 24,559 | 382 | 0.05% | 0.05% | 92 | -1,742 | -6.62% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 24,386 | 380 | 0.0% | 0.0% | 93 | +1,966 | 8.77% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,062 | 375 | 0.0% | 0.0% | 94 | +4,288 | 21.69% | Q4 2025 | Feb 12, 2026 |
| SALT Holding Corp. | History | Reduced | 23,908 | 372 | 0.29% | 0.41% | 95 | -5,308 | -18.17% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 23,322 | 363 | 0.05% | 0.04% | 96 | +2,533 | 12.18% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,151 | 360 | 0.0% | 0.0% | 97 | -6,080 | -20.8% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,972 | 358 | 0.0% | 0.0% | 98 | -7,663 | -25.01% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Reduced | 22,202 | 346 | 0.02% | 0.04% | 99 | -26,074 | -54.01% | Q4 2025 | Feb 18, 2026 |
| SG Trading Solutions, LLC | History | New | 21,076 | 329 | 0.08% | — | 100 | +21,076 | New | Q4 2025 | Feb 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,430 | 318 | 0.0% | 0.0% | 101 | +236 | 1.17% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,161 | 314 | 0.0% | 0.0% | 102 | +749 | 3.86% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,533 | 304 | 0.0% | 0.0% | 103 | +3,347 | 20.68% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 18,980 | 295 | 0.01% | 0.01% | 104 | -5,685 | -23.05% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 18,853 | 293 | 0.01% | 0.01% | 105 | -1,673 | -8.15% | Q4 2025 | Feb 19, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 17,944 | 279 | 0.15% | 0.14% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 17,561 | 273 | 0.01% | 0.01% | 107 | +543 | 3.19% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,707 | 260 | 0.0% | 0.0% | 108 | +1,044 | 6.67% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,176 | 252 | 0.01% | 0.01% | 110 | -4,247 | -20.8% | Q4 2025 | Feb 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 16,208 | 252 | 0.02% | 0.02% | 109 | +401 | 2.54% | Q4 2025 | Jan 12, 2026 |
| PEAK6 LLC | History | No change | 16,000 | 249 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Argent Trust Co | History | No change | 15,400 | 240 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,528 | 226 | 0.0% | 0.0% | 113 | +2,221 | 18.05% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,988 | 218 | 0.0% | — | 114 | +13,939 | 28446.94% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 13,749 | 214 | 0.02% | — | 115 | +13,749 | New | Q4 2025 | Feb 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 13,730 | 214 | 0.15% | 0.16% | 116 | -888 | -6.07% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 13,717 | 213 | 0.0% | 0.0% | 117 | +585 | 4.45% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 13,120 | 204 | 0.0% | 0.0% | 118 | -652 | -4.73% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,561 | 196 | 0.01% | 0.01% | 119 | -92 | -0.73% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 12,502 | 194 | 0.01% | 0.01% | 120 | -1,205 | -8.79% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,428 | 193 | 0.0% | — | 121 | +12,428 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,424 | 193 | 0.0% | 0.0% | 122 | -1,879 | -13.14% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 12,218 | 190 | 0.0% | 0.0% | 123 | -1,038 | -7.83% | Q4 2025 | Jan 21, 2026 |
| Virtu Financial LLC | History | New | 12,060 | 188 | 0.01% | — | 124 | +12,060 | New | Q4 2025 | Feb 23, 2026 |
| PDS Planning, Inc | History | Added to | 12,019 | 187 | 0.01% | 0.01% | 125 | +587 | 5.13% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,788 | 184 | 0.0% | — | 126 | +11,788 | New | Q4 2025 | Feb 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 11,559 | 180 | 0.1% | 0.12% | 127 | -2,000 | -14.75% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 11,517 | 179 | 0.0% | 0.0% | 128 | -2,118 | -15.53% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,173 | 174 | 0.0% | 0.0% | 129 | +798 | 7.69% | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,000 | 171 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 10,960 | 170 | 0.0% | — | 131 | +10,960 | New | Q4 2025 | Feb 13, 2026 |
| DV EQUITIES, LLC | History | New | 10,936 | 170 | 0.03% | — | 132 | +10,936 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,589 | 165 | 0.0% | 0.0% | 133 | -1,657 | -13.53% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 10,491 | 163 | 0.0% | 0.0% | 134 | -707 | -6.31% | Q4 2025 | Jan 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 10,000 | 155 | 0.02% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 8,998 | 140 | 0.01% | 0.01% | 136 | +1,234 | 15.89% | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 7,805 | 121 | 0.03% | 0.03% | 137 | -568 | -6.78% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,755 | 105 | 0.0% | 0.0% | 138 | +998 | 17.34% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | New | 5,761 | 89 | 0.0% | — | 139 | +5,761 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,756 | 89 | 0.0% | 0.0% | 140 | +477 | 9.04% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | New | 5,675 | 88 | 0.0% | — | 141 | +5,675 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,351 | 83 | 0.01% | — | 142 | +5,351 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 5,064 | 78 | 0.01% | — | 143 | +5,064 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,502 | 70 | 0.0% | 0.0% | 144 | -126 | -2.72% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 4,373 | 68 | 0.0% | 0.0% | 145 | -15 | -0.34% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,301 | 67 | 0.0% | — | 146 | +4,301 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,278 | 66 | 0.0% | 0.0% | 147 | +3,079 | 256.8% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,930 | 61 | 0.0% | 0.0% | 148 | +657 | 20.07% | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 3,907 | 60 | 0.0% | — | 149 | +3,907 | New | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 3,827 | 59 | 0.0% | 0.0% | 150 | -662 | -14.75% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,516 | 54 | 0.0% | 0.0% | 151 | -136 | -3.72% | Q4 2025 | Jan 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,450 | 53 | 0.01% | 0.0% | 152 | +3,323 | 2616.54% | Q4 2025 | Feb 11, 2026 |
| V-Square Quantitative Management LLC | History | New | 3,224 | 50 | 0.01% | — | 153 | +3,224 | New | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,945 | 45 | 0.0% | 0.0% | 154 | -114 | -3.73% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,797 | 43 | 0.0% | 0.0% | 155 | -209 | -6.95% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,676 | 41 | 0.0% | 0.0% | 156 | -25 | -0.93% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,422 | 37 | 0.0% | — | 157 | +2,422 | New | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 2,059 | 32 | 0.0% | — | 158 | +2,059 | New | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | Reduced | 1,997 | 31 | 0.0% | 0.0% | 159 | -84 | -4.04% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,842 | 28 | 0.0% | 0.0% | 160 | +10 | 0.55% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,743 | 26 | 0.0% | 0.0% | 161 | +159 | 10.04% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,660 | 25 | 0.0% | 0.0% | 162 | +1,195 | 256.99% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,500 | 23 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,500 | 23 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,425 | 22 | 0.01% | 0.02% | 166 | -124 | -8.01% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,421 | 22 | 0.0% | 0.0% | 165 | -2 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,360 | 21 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 1,317 | 20 | 0.0% | 0.0% | 168 | +358 | 37.33% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,088 | 16 | 0.0% | 0.0% | 169 | -539 | -33.13% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | Added to | 1,009 | 15 | 0.01% | 0.0% | 170 | +420 | 71.31% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 952 | 14 | 0.0% | 0.0% | 171 | +454 | 91.16% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 875 | 13 | 0.0% | 0.0% | 172 | +155 | 21.53% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 874 | 13 | 0.0% | 0.0% | 173 | +22 | 2.58% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 815 | 12 | 0.0% | 0.0% | 175 | +187 | 29.78% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 796 | 12 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 743 | 11 | 0.0% | 0.0% | 176 | +170 | 29.67% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 700 | 10 | 0.0% | — | 177 | +700 | New | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 658 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 602 | 9 | 0.0% | 0.0% | 181 | +359 | 147.74% | Q4 2025 | Feb 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 634 | 9 | 0.0% | 0.0% | 179 | +329 | 107.87% | Q4 2025 | Jan 14, 2026 |
| Addison Advisors LLC | History | No change | 608 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 537 | 8 | 0.0% | 0.0% | 184 | -674 | -55.66% | Q4 2025 | Jan 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 572 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 506 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | Reduced | 500 | 7 | 0.0% | 0.0% | 188 | -500 | -50.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 458 | 7 | 0.0% | — | 185 | +441 | 2594.12% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 442 | 7 | 0.0% | 0.0% | 186 | +365 | 474.03% | Q4 2025 | Feb 02, 2026 |
| GoalVest Advisory LLC | History | Reduced | 505 | 7 | 0.0% | 0.0% | 187 | -234 | -31.66% | Q4 2025 | Jan 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 473 | 7 | 0.0% | 0.0% | 189 | -5 | -1.05% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 416 | 6 | 0.0% | 0.0% | 190 | +120 | 40.54% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 358 | 5 | 0.0% | 0.0% | 193 | -48 | -11.82% | Q4 2025 | Feb 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 348 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 360 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bare Financial Services, Inc | History | No change | 339 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 303 | 4 | 0.0% | 0.0% | 197 | -135 | -30.82% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | No change | 272 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 316 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 249 | 3 | 0.0% | — | 205 | +249 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 226 | 3 | 0.0% | — | 201 | +226 | New | Q4 2025 | Jan 21, 2026 |
| Elyxium Wealth, LLC | History | New | 208 | 3 | 0.0% | — | 204 | +208 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 207 | 3 | 0.0% | — | 199 | +207 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 227 | 3 | 0.0% | 0.0% | 198 | -33 | -12.69% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 245 | 3 | 0.0% | 0.0% | 203 | -10 | -3.92% | Q4 2025 | Jan 08, 2026 |
| Crewe Advisors LLC | History | No change | 255 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 217 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | New | 188 | 2 | 0.0% | — | 208 | +188 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 158 | 2 | 0.0% | — | 210 | +158 | New | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | New | 145 | 2 | 0.0% | — | 207 | +145 | New | Q4 2025 | Feb 09, 2026 |
| Motiv8 Investments LLC | History | New | 136 | 2 | 0.0% | — | 216 | +136 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 153 | 2 | 0.0% | — | 206 | +106 | 225.53% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 152 | 2 | 0.0% | — | 212 | +100 | 192.31% | Q4 2025 | Jan 29, 2026 |
| Pacifica Partners Inc. | History | Reduced | 172 | 2 | 0.0% | 0.0% | 213 | -54 | -23.89% | Q4 2025 | Jan 09, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 166 | 2 | 0.0% | 0.0% | 217 | -15 | -8.29% | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | No change | 161 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Costello Asset Management, INC | History | No change | 136 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 144 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | No change | 131 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 125 | 1 | 0.0% | — | 224 | +125 | New | Q4 2025 | Feb 05, 2026 |
| Independence Bank of Kentucky | History | New | 116 | 1 | 0.0% | — | 227 | +116 | New | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | New | 113 | 1 | 0.0% | — | 236 | +113 | New | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 100 | 1 | 0.0% | — | 222 | +100 | New | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | New | 95 | 1 | 0.0% | — | 223 | +95 | New | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 90 | 1 | 0.0% | — | 220 | +90 | New | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 72 | 1 | 0.0% | — | 237 | +72 | New | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 71 | 1 | 0.0% | — | 235 | +71 | New | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 64 | 1 | 0.0% | — | 218 | +64 | New | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 231 | -49 | -42.98% | Q4 2025 | Jan 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 78 | 1 | 0.0% | — | 219 | +33 | 73.33% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 88 | 1 | 0.0% | — | 233 | +24 | 37.5% | Q4 2025 | Feb 10, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 89 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 96 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 108 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CVA Family Office, LLC | History | No change | 122 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | No change | 66 | 1 | 0.0% | — | 230 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Hilltop National Bank | History | No change | 108 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -274,664 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.44% | — | -129,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -84,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,000 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 41 | 0 | — | 0.02% | — | -36,331 | -99.89% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -35,640 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,119 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -20,740 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,383 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,377 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FCA CORP /TX | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,150 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,702 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,543 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Raiffeisen Bank International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,297 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,093 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -971 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Atlantic Union Bankshares Corp | History | Reduced | 54 | 0 | — | 0.0% | — | -500 | -90.25% | Q4 2025 | Feb 04, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Mar 03, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SageView Advisory Group, LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 11, 2026 |
| Olistico Wealth, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 13, 2026 |
| TD Capital Management LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 26, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 23, 2026 |
| Caitlin John, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossby Financial, LCC | History | Added to | 24 | 0 | — | — | — | +17 | 242.86% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kilter Group LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 23 | 0 | — | — | — | -9 | -28.13% | Q4 2025 | Feb 13, 2026 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 22, 2025 |
| American Capital Advisory, LLC | History | Added to | 44 | 0 | — | — | — | +8 | 22.22% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 21 | 0 | — | — | — | -7 | -25.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 27, 2026 |
| BAYBAN | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Mar 05, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Accordant Advisory Group Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 22, 2026 |
| FIRST HORIZON CORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Community Bank, N.A. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| City State Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Boreal Capital Management LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |