Western Midstream Partners, LP - WES
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 35,074,357 | 1,385,437 | 8.07% | 7.61% | 1 | +299,631 | 0.86% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 23,703,599 | 936,292 | 0.14% | 0.15% | 2 | -588,838 | -2.42% | Q4 2025 | Feb 19, 2026 |
| Blackstone Inc. | History | Added to | 11,092,895 | 438,169 | 1.73% | 1.43% | 3 | +2,045,094 | 22.6% | Q4 2025 | Feb 17, 2026 |
| Belfer Management LLC | History | Added to | 10,107 | 399,200 | 7.0% | 5.39% | 4 | +233 | 2.36% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,562,213 | 377,707 | 0.05% | 0.04% | 5 | +936,376 | 10.86% | Q4 2025 | Mar 25, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 8,539,175 | 337,297 | 4.29% | 3.74% | 6 | +1,163,991 | 15.78% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,280,050 | 327,061 | 0.49% | 0.48% | 7 | +637,969 | 8.35% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,477,269 | 255,852 | 0.19% | 0.19% | 8 | -59,733 | -0.91% | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 5,655,505 | 223,392 | 9.21% | 9.41% | 9 | -204,114 | -3.48% | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Added to | 5,446,475 | 215,135 | 0.01% | 0.01% | 10 | +2,696,439 | 98.05% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 3,901,093 | 154,093 | 3.5% | 2.95% | 11 | +482,250 | 14.11% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,501,784 | 138,320 | 0.02% | 0.02% | 12 | +165,726 | 4.97% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,005,252 | 118,707 | 0.01% | 0.0% | 13 | +1,552,401 | 106.85% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,623,943 | 103,645 | 0.08% | 0.07% | 14 | +391,000 | 17.51% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,237,052 | 88,363 | 0.01% | 0.0% | 15 | +364,658 | 19.48% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,644,213 | 64,946 | 0.01% | 0.0% | 16 | +1,257,616 | 325.3% | Q4 2025 | Feb 12, 2026 |
| Fractal Investments LLC | History | Added to | 1,577,806 | 62,323 | 8.7% | 8.32% | 17 | +110,300 | 7.52% | Q4 2025 | Jan 27, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 1,540,900 | 60,865 | 3.49% | 2.83% | 18 | +270,000 | 21.24% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,499,691 | 59,237 | 0.03% | 0.02% | 19 | +443,950 | 42.05% | Q4 2025 | Feb 10, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 1,491,432 | 58,911 | 1.78% | 1.77% | 20 | +10,935 | 0.74% | Q4 2025 | Jan 27, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 1,338,654 | 52,876 | 3.91% | 4.09% | 21 | -19,043 | -1.4% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,251,250 | 49,424 | 1.83% | 2.1% | 22 | -145,970 | -10.45% | Q4 2025 | Jan 28, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 1,157,677 | 45,728 | 4.42% | 3.9% | 23 | +111,961 | 10.71% | Q4 2025 | Feb 17, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Added to | 1,089,519 | 43,036 | 9.71% | 9.18% | 24 | +103,801 | 10.53% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,062,708 | 41,976 | 0.01% | 0.01% | 25 | +34,843 | 3.39% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 968,237 | 38,245 | 0.03% | 0.03% | 26 | -2,940 | -0.3% | Q4 2025 | Feb 13, 2026 |
| BERKLEY W R CORP | History | No change | 887,163 | 35,042 | 1.65% | 2.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 808,490 | 31,935 | 0.05% | 0.05% | 28 | -578 | -0.07% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 774,124 | 30,577 | 0.01% | 0.01% | 29 | +21,683 | 2.88% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 761,131 | 30,064 | 0.0% | 0.0% | 30 | -46,506 | -5.76% | Q4 2025 | Feb 17, 2026 |
| ING GROEP NV | History | New | 715,653 | 28,268 | 0.17% | — | 31 | +715,653 | New | Q4 2025 | Feb 11, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 680,884 | 26,894 | 0.03% | 0.0% | 32 | +586,568 | 621.92% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 669,100 | 26,429 | 0.09% | — | 33 | +669,100 | New | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 658,100 | 25,994 | 0.05% | 0.02% | 34 | +306,800 | 87.33% | Q4 2025 | Mar 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 649,111 | 25,639 | 0.02% | 0.01% | 35 | +152,921 | 30.82% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 619,271 | 24,461 | 0.74% | 0.71% | 36 | +43,462 | 7.55% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Added to | 563,928 | 22,275 | 0.07% | 0.07% | 37 | +104,174 | 22.66% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 563,085 | 22,241 | 0.01% | 0.01% | 38 | -3,998 | -0.71% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 503,600 | 19,892 | 0.0% | 0.0% | 39 | -446,494 | -46.99% | Q4 2025 | Feb 17, 2026 |
| TERRIL BROTHERS, INC. | History | Added to | 401,639 | 15,864 | 4.16% | 4.77% | 40 | +760 | 0.19% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Added to | 382,927 | 15,125 | 0.19% | 0.13% | 41 | +103,103 | 36.85% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 374,918 | 14,809 | 0.01% | 0.01% | 42 | -20,798 | -5.26% | Q4 2025 | Jan 30, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 369,992 | 14,614 | 0.3% | 0.37% | 43 | -94,848 | -20.4% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 355,743 | 14,051 | 0.11% | 0.12% | 44 | +49,005 | 15.98% | Q4 2025 | Feb 17, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 342,105 | 13,513 | 1.78% | 1.66% | 45 | +15,000 | 4.59% | Q4 2025 | Jan 15, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 301,032 | 11,890 | 1.12% | 1.07% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 292,896 | 11,569 | 0.0% | 0.0% | 47 | +14,046 | 5.04% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 288,605 | 11,399 | 0.18% | — | 48 | +288,605 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 276,673 | 10,928 | 0.08% | 0.07% | 49 | +61,856 | 28.79% | Q4 2025 | Jan 14, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 273,192 | 10,791 | 2.7% | 2.94% | 50 | -1,287 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Slotnik Capital, LLC | History | New | 262,614 | 10,373 | 2.42% | — | 51 | +262,614 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 249,581 | 9,858 | 0.01% | 0.0% | 52 | +87,767 | 54.24% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 238,600 | 9,424 | 0.02% | 0.02% | 53 | +6,400 | 2.76% | Q4 2025 | Feb 12, 2026 |
| Empirical Finance, LLC | History | Added to | 236,768 | 9,352 | 0.45% | 0.32% | 54 | +64,050 | 37.08% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 235,121 | 9,287 | 0.16% | 0.12% | 55 | +48,268 | 25.83% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 233,642 | 9,229 | 0.0% | — | 56 | +233,642 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 233,278 | 9,214 | 0.01% | 0.01% | 57 | -37,586 | -13.88% | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 222,847 | 8,802 | 0.18% | 0.16% | 58 | +24,898 | 12.58% | Q4 2025 | Feb 17, 2026 |
| Heronetta Management, L.P. | History | Reduced | 206,361 | 8,151 | 4.71% | 4.92% | 59 | -22,225 | -9.72% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 201,024 | 7,983 | 0.1% | 0.1% | 60 | +721 | 0.36% | Q4 2025 | Feb 05, 2026 |
| Militia Capital Partners, LP | History | No change | 200,000 | 7,900 | 3.0% | 3.64% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RR Advisors, LLC | History | Reduced | 181,442 | 7,166 | 2.24% | 4.21% | 62 | -271,558 | -59.95% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 180,900 | 7,145 | 0.0% | 0.0% | 63 | +42,500 | 30.71% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 166,198 | 6,564 | 0.15% | 0.16% | 64 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 155,943 | 6,498 | 1.28% | 1.15% | 65 | +12,991 | 9.09% | Q4 2025 | Jan 16, 2026 |
| Americana Partners, LLC | History | Added to | 161,047 | 6,361 | 0.17% | 0.17% | 66 | +13,406 | 9.08% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 157,200 | 6,209 | 0.01% | 0.01% | 67 | +600 | 0.38% | Q4 2025 | Feb 10, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 149,413 | 5,901 | 0.31% | 0.31% | 68 | +2,956 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Jefferies Financial Group Inc. | History | New | 138,109 | 5,455 | 0.03% | — | 69 | +138,109 | New | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 137,844 | 5,444 | 0.03% | 0.04% | 70 | -33,042 | -19.34% | Q4 2025 | Jan 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 134,085 | 5,296 | 0.07% | — | 71 | +134,085 | New | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 134,000 | 5,292 | 0.14% | 0.12% | 72 | +23,945 | 21.76% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 127,164 | 5,022 | 0.0% | 0.0% | 73 | +73,162 | 135.48% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 126,542 | 4,998 | 0.0% | 0.0% | 74 | +119,139 | 1609.33% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 120,325 | 4,752 | 0.01% | 0.01% | 75 | -2,903 | -2.36% | Q4 2025 | Mar 16, 2026 |
| HENNESSY ADVISORS INC | History | No change | 119,770 | 4,730 | 0.17% | 0.16% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 114,606 | 4,526 | 0.01% | 0.0% | 77 | +17,165 | 17.62% | Q4 2025 | Feb 13, 2026 |
| Lavaca Capital LLC | History | No change | 108,000 | 4,266 | 0.69% | 0.73% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,004 | 3,989 | 0.0% | 0.01% | 79 | -8,837 | -8.05% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 100,557 | 3,972 | 0.02% | 0.02% | 80 | +8,170 | 8.84% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 100,150 | 3,955 | 0.84% | 1.0% | 81 | -27,000 | -21.23% | Q4 2025 | Jan 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 99,699 | 3,938 | 0.71% | 0.58% | 82 | +23,550 | 30.93% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 94,301 | 3,724 | 0.05% | 0.06% | 83 | +200 | 0.21% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 91,587 | 3,617 | 0.0% | 0.0% | 84 | +11,656 | 14.58% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 85,481 | 3,376 | 0.02% | — | 85 | +85,481 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 82,936 | 3,275 | 0.01% | — | 86 | +82,936 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 77,729 | 3,070 | 0.0% | 0.0% | 87 | +8,829 | 12.81% | Q4 2025 | Feb 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 73,150 | 2,889 | 0.27% | 0.26% | 88 | +6,950 | 10.5% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 71,881 | 2,839 | 0.02% | 0.02% | 89 | -571 | -0.79% | Q4 2025 | Jan 29, 2026 |
| GraniteShares Advisors LLC | History | New | 68,222 | 2,694 | 1.64% | — | 90 | +68,222 | New | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 66,379 | 2,621 | 0.0% | 0.0% | 91 | +970 | 1.48% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 65,562 | 2,589 | 0.0% | 0.0% | 92 | -109,925 | -62.64% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 65,438 | 2,584 | 0.19% | 0.16% | 93 | +13,223 | 25.32% | Q4 2025 | Feb 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 61,520 | 2,430 | 0.46% | 0.43% | 94 | -524 | -0.84% | Q4 2025 | Feb 12, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | Added to | 59,692 | 2,357 | 1.35% | 0.27% | 95 | +28,992 | 94.44% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 58,973 | 2,329 | 0.01% | 0.01% | 96 | +3,415 | 6.15% | Q4 2025 | Feb 18, 2026 |
| HUB Investment Partners, LLC | History | Added to | 56,948 | 2,249 | 0.06% | 0.06% | 97 | +10,086 | 21.52% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,912 | 2,248 | 0.01% | 0.01% | 98 | +1,132 | 2.03% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | New | 56,834 | 2,245 | 0.06% | — | 99 | +56,834 | New | Q4 2025 | Feb 11, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 54,800 | 2,164 | 0.61% | 0.14% | 100 | +38,700 | 240.37% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 54,469 | 2,151 | 0.01% | 0.01% | 101 | -2,361 | -4.15% | Q4 2025 | Feb 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,324 | 2,149 | 0.0% | 0.0% | 102 | +1,367 | 2.58% | Q4 2025 | Jan 08, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 54,246 | 2,142 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,649 | 2,040 | 0.0% | 0.0% | 104 | -26,463 | -33.88% | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 49,883 | 1,970 | 0.28% | 0.28% | 105 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 49,662 | 1,962 | 0.0% | 0.0% | 106 | +6,013 | 13.78% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 49,650 | 1,961 | 0.0% | 0.0% | 107 | +16,047 | 47.75% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 46,680 | 1,843 | 0.5% | 0.77% | 108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 46,584 | 1,840 | 0.06% | 0.06% | 109 | +428 | 0.93% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 45,995 | 1,816 | 0.0% | 0.0% | 110 | +287 | 0.63% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 45,210 | 1,785 | 0.01% | 0.01% | 111 | +9,600 | 26.96% | Q4 2025 | Feb 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 44,999 | 1,777 | 0.28% | — | 112 | +44,999 | New | Q4 2025 | Jan 27, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 43,137 | 1,703 | 0.01% | 0.52% | 113 | -1,805,168 | -97.67% | Q4 2025 | Feb 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 43,007 | 1,698 | 0.06% | 0.06% | 114 | -1,150 | -2.6% | Q4 2025 | Feb 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 42,150 | 1,664 | 0.99% | 1.11% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,290 | 1,512 | 0.0% | 0.0% | 116 | -6,570 | -14.65% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 38,270 | 1,511 | 0.0% | 0.0% | 117 | +972 | 2.61% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,250 | 1,432 | 0.0% | 0.0% | 118 | +2,297 | 6.77% | Q4 2025 | Feb 05, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 36,200 | 1,429 | 0.04% | 0.05% | 119 | -13,240 | -26.78% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,140 | 1,427 | 0.01% | 0.01% | 120 | +1,240 | 3.55% | Q4 2025 | Feb 18, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 36,046 | 1,423 | 0.27% | 0.24% | 121 | -319 | -0.88% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | Added to | 35,571 | 1,405 | 0.05% | 0.06% | 122 | +7,104 | 24.96% | Q4 2025 | Feb 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 34,815 | 1,375 | 0.0% | 0.0% | 123 | +524 | 1.53% | Q4 2025 | Jan 30, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 34,402 | 1,358 | 0.11% | 0.13% | 124 | -2,480 | -6.72% | Q4 2025 | Jan 28, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 34,233 | 1,352 | 0.48% | 0.49% | 125 | -1,774 | -4.93% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 34,145 | 1,348 | 0.02% | 0.01% | 126 | +172 | 0.51% | Q4 2025 | Feb 02, 2026 |
| ALBERT D MASON INC | History | Added to | 33,912 | 1,339 | 0.88% | 0.86% | 127 | +297 | 0.88% | Q4 2025 | Jan 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 32,760 | 1,294 | 0.01% | 0.01% | 128 | -3,779 | -10.34% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 32,148 | 1,269 | 0.11% | — | 129 | +32,148 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 31,735 | 1,253 | 0.01% | 0.01% | 130 | +7,378 | 30.29% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,105 | 1,228 | 0.0% | 0.0% | 131 | +867 | 2.87% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 30,784 | 1,218 | 0.03% | 0.03% | 132 | +284 | 0.93% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 30,760 | 1,215 | 0.02% | 0.02% | 133 | +3,970 | 14.82% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,729 | 1,213 | 0.0% | 0.0% | 134 | +799 | 2.67% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 30,535 | 1,206 | 0.0% | 0.0% | 135 | +2,654 | 9.52% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 29,476 | 1,164 | 0.0% | 0.0% | 136 | +5,531 | 23.1% | Q4 2025 | Jan 30, 2026 |
| BWM Planning, LLC | History | No change | 28,325 | 1,118 | 0.3% | 0.33% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Curi Capital, LLC | History | Added to | 27,938 | 1,103 | 0.02% | 0.02% | 138 | +2,409 | 9.44% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 27,825 | 1,099 | 0.0% | — | 139 | +27,825 | New | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 26,957 | 1,064 | 0.05% | 0.09% | 140 | -15,898 | -37.1% | Q4 2025 | Jan 26, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | Added to | 25,500 | 1,007 | 0.37% | 0.38% | 141 | +500 | 2.0% | Q4 2025 | Feb 12, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 25,299 | 999 | 0.67% | 0.61% | 142 | +4,121 | 19.46% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 24,226 | 956 | 0.04% | 0.01% | 143 | +16,398 | 209.48% | Q4 2025 | Feb 10, 2026 |
| SL ADVISORS, LLC | History | Reduced | 23,602 | 932 | 1.91% | 1.9% | 144 | -952 | -3.88% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,578 | 931 | 0.0% | 0.0% | 145 | +622 | 2.71% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 22,506 | 888 | 0.02% | 0.02% | 146 | +409 | 1.85% | Q4 2025 | Feb 04, 2026 |
| Caprock Group, LLC | History | Reduced | 22,286 | 880 | 0.02% | 0.03% | 148 | -7,251 | -24.55% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 22,286 | 880 | 0.0% | 0.0% | 147 | +4,682 | 26.6% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 22,211 | 877 | 0.0% | 0.0% | 149 | +2 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 21,279 | 866 | 0.02% | 0.02% | 150 | -295 | -1.37% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,904 | 865 | 0.02% | 0.03% | 151 | -3,638 | -14.24% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,884 | 864 | 0.01% | 0.01% | 152 | +12,864 | 142.62% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 21,547 | 851 | 0.04% | — | 153 | +21,547 | New | Q4 2025 | Feb 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 21,000 | 829 | 0.29% | 0.34% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,341 | 724 | 0.01% | 0.01% | 155 | -7,112 | -27.94% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 18,035 | 712 | 0.0% | 0.0% | 156 | +849 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Added to | 17,962 | 709 | 0.04% | 0.05% | 157 | +115 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | New | 17,828 | 704 | 0.01% | — | 158 | +17,828 | New | Q4 2025 | Jan 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 17,400 | 687 | 0.03% | — | 159 | +17,400 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Management, Inc. | History | No change | 16,735 | 661 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | New | 16,710 | 660 | 0.0% | — | 161 | +16,710 | New | Q4 2025 | Feb 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 16,713 | 660 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Penbrook Management LLC | History | Added to | 15,900 | 628 | 0.43% | 0.4% | 163 | +1,300 | 8.9% | Q4 2025 | Jan 06, 2026 |
| Bollard Group LLC | History | Added to | 15,881 | 627 | 0.02% | 0.01% | 164 | +364 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 15,790 | 623 | 0.0% | — | 165 | +15,790 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,453 | 610 | 0.01% | 0.01% | 166 | +292 | 1.93% | Q4 2025 | Feb 02, 2026 |
| NOVEM GROUP | History | Reduced | 15,294 | 604 | 0.07% | 0.08% | 167 | -2,981 | -16.31% | Q4 2025 | Jan 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,087 | 595 | 0.03% | 0.02% | 168 | +1,200 | 8.64% | Q4 2025 | Feb 17, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 14,704 | 580 | 0.0% | 0.0% | 169 | -11,786 | -44.49% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,154 | 559 | 0.0% | 0.0% | 170 | +8,657 | 157.49% | Q4 2025 | Feb 17, 2026 |
| Oxinas Partners, LLC | History | Reduced | 13,761 | 543 | 0.26% | 0.31% | 171 | -1,103 | -7.42% | Q4 2025 | Jan 26, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,452 | 531 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 13,300 | 525 | 0.01% | 0.01% | 173 | +500 | 3.91% | Q4 2025 | Feb 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 12,768 | 504 | 0.35% | — | 174 | +12,768 | New | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,665 | 501 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 12,342 | 487 | 0.01% | 0.01% | 176 | +382 | 3.19% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,147 | 479 | 0.01% | 0.01% | 177 | +1,006 | 9.03% | Q4 2025 | Feb 03, 2026 |
| Linscomb Wealth, Inc. | History | No change | 12,068 | 476 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 11,872 | 468 | 0.01% | — | 179 | +11,872 | New | Q4 2025 | Feb 17, 2026 |
| Kercheville Advisors, LLC | History | New | 11,400 | 465 | 0.12% | — | 180 | +11,400 | New | Q4 2025 | Jan 29, 2026 |
| Kaizen Financial Strategies | History | Added to | 11,713 | 462 | 0.2% | 0.17% | 181 | +2,101 | 21.86% | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,558 | 457 | 0.0% | 0.0% | 182 | +7,840 | 210.87% | Q4 2025 | Jan 09, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,235 | 443 | 0.01% | 0.01% | 183 | +23 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,060 | 436 | 0.01% | 0.01% | 184 | +240 | 2.22% | Q4 2025 | Feb 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 10,947 | 432 | 0.05% | 0.05% | 185 | +249 | 2.33% | Q4 2025 | Jan 12, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 10,778 | 425 | 0.03% | 0.03% | 186 | +175 | 1.65% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,741 | 424 | 0.06% | 0.05% | 187 | +2,246 | 26.44% | Q4 2025 | Jan 12, 2026 |
| Plan Group Financial, LLC | History | New | 10,500 | 414 | 0.11% | — | 188 | +10,500 | New | Q4 2025 | Feb 03, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 10,473 | 413 | 0.05% | 0.05% | 189 | -1,162 | -9.99% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Group, LLC | History | Added to | 10,420 | 411 | 0.03% | 0.03% | 190 | +700 | 7.2% | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | No change | 10,340 | 408 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | Added to | 10,191 | 402 | 0.09% | 0.16% | 192 | +191 | 1.91% | Q4 2025 | Feb 17, 2026 |
| SCHULHOFF & CO INC | History | Added to | 10,100 | 398 | 0.17% | 0.11% | 193 | +3,600 | 55.38% | Q4 2025 | Feb 11, 2026 |
| Hardy Reed LLC | History | Reduced | 10,050 | 396 | 0.03% | 0.04% | 194 | -3,400 | -25.28% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,934 | 392 | 0.0% | 0.0% | 195 | -9,298 | -45.96% | Q4 2025 | Mar 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,947 | 392 | 0.0% | 0.0% | 196 | +3,697 | 59.15% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 9,681 | 382 | 0.01% | 0.01% | 197 | +1,217 | 14.38% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,590 | 378 | 0.0% | 0.0% | 198 | +330 | 3.56% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 9,317 | 369 | 0.0% | 0.0% | 199 | -415 | -4.26% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 9,269 | 366 | 0.03% | 0.03% | 200 | +319 | 3.56% | Q4 2025 | Feb 09, 2026 |
| GABELLI FUNDS LLC | History | New | 9,051 | 357 | 0.0% | — | 201 | +9,051 | New | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | New | 8,929 | 352 | 0.0% | — | 202 | +8,929 | New | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Reduced | 8,904 | 351 | 0.02% | 0.04% | 203 | -12,196 | -57.8% | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,766 | 346 | 0.09% | 0.09% | 204 | +82 | 0.94% | Q4 2025 | Jan 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 8,375 | 344 | 0.05% | 0.04% | 205 | +2,625 | 45.65% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,585 | 339 | 0.0% | 0.0% | 206 | -1,688 | -16.43% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | New | 8,536 | 337 | 0.03% | — | 208 | +8,536 | New | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 8,540 | 337 | 0.0% | 0.0% | 207 | +288 | 3.49% | Q4 2025 | Jan 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 8,203 | 324 | 0.0% | — | 209 | +8,203 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,187 | 323 | 0.0% | 0.0% | 210 | -8,967 | -52.27% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,133 | 321 | 0.0% | 0.0% | 211 | +233 | 2.95% | Q4 2025 | Jan 28, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 8,000 | 316 | 0.11% | 0.13% | 212 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 7,933 | 314 | 0.09% | 0.07% | 213 | +1,049 | 15.24% | Q4 2025 | Feb 05, 2026 |
| Westover Capital Advisors, LLC | History | No change | 7,700 | 304 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,672 | 303 | 0.0% | 0.0% | 215 | +989 | 14.8% | Q4 2025 | Jan 20, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 7,420 | 293 | 0.03% | 0.02% | 216 | +96 | 1.31% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 7,372 | 291 | 0.25% | — | 217 | +7,372 | New | Q4 2025 | Feb 04, 2026 |
| Crestwood Advisors Group, LLC | History | New | 7,231 | 285 | 0.0% | — | 218 | +7,231 | New | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,175 | 283 | 0.0% | 0.0% | 219 | +1,699 | 31.03% | Q4 2025 | Feb 03, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 7,132 | 281 | 0.12% | 0.12% | 220 | +200 | 2.89% | Q4 2025 | Feb 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 7,034 | 277 | 0.06% | 0.07% | 221 | +80 | 1.15% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,945 | 274 | 0.04% | — | 222 | +6,945 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 6,528 | 257 | 0.03% | 0.02% | 223 | +1,308 | 25.06% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 6,450 | 254 | 0.01% | — | 224 | +6,450 | New | Q4 2025 | Feb 17, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,400 | 252 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hickory Point Bank & Trust | History | No change | 6,350 | 250 | 0.18% | 0.19% | 226 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arista Wealth Management, LLC | History | No change | 6,300 | 248 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Naviter Wealth, LLC | History | New | 6,225 | 245 | 0.03% | — | 228 | +6,225 | New | Q4 2025 | Jan 21, 2026 |
| Highlander Partners, L.P. | History | No change | 6,100 | 240 | 0.09% | 0.08% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 6,000 | 237 | 0.01% | — | 230 | +6,000 | New | Q4 2025 | Feb 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 5,993 | 236 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,863 | 231 | 0.0% | — | 232 | +5,863 | New | Q4 2025 | Feb 09, 2026 |
| Pasadena Private Wealth, LLC | History | New | 5,810 | 229 | 0.03% | — | 234 | +5,810 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,816 | 229 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Management, LLC | History | Reduced | 5,713 | 225 | 0.1% | 0.1% | 236 | -1 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Barnett & Company, Inc. | History | No change | 5,700 | 225 | 0.18% | 0.17% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,662 | 223 | 0.0% | 0.0% | 237 | +662 | 13.24% | Q4 2025 | Feb 06, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 5,649 | 223 | 0.01% | 0.01% | 238 | +109 | 1.97% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | New | 5,641 | 222 | 0.0% | — | 239 | +5,641 | New | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 5,600 | 221 | 0.0% | — | 240 | +5,600 | New | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Added to | 5,610 | 221 | 0.0% | 0.0% | 241 | +480 | 9.36% | Q4 2025 | Jan 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 5,500 | 217 | 0.05% | 0.07% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 5,475 | 216 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,435 | 214 | 0.01% | 0.01% | 245 | +1,300 | 31.44% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,440 | 214 | 0.01% | 0.01% | 244 | +120 | 2.26% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,406 | 213 | 0.0% | 0.0% | 247 | +557 | 11.49% | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 5,400 | 213 | 0.02% | 0.03% | 246 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Prossimo Advisors, LLC | History | No change | 5,409 | 213 | 1.37% | 1.56% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 5,377 | 212 | 0.0% | — | 249 | +5,377 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 5,318 | 210 | 0.0% | — | 250 | +5,318 | New | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Added to | 5,266 | 208 | 0.02% | 0.01% | 251 | +2,136 | 68.24% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,241 | 207 | 0.0% | 0.0% | 252 | +3,391 | 183.3% | Q4 2025 | Feb 06, 2026 |
| First Trust Capital Management L.P. | History | Reduced | 5,238 | 206 | 0.01% | 0.01% | 253 | -469 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 5,056 | 202 | 0.07% | — | 254 | +5,056 | New | Q4 2025 | Feb 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 4,943 | 195 | 0.02% | 0.0% | 255 | +4,058 | 458.53% | Q4 2025 | Jan 20, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 4,836 | 191 | 0.09% | — | 256 | +4,836 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,343 | 171 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 4,300 | 169 | 0.02% | 0.43% | 258 | -48,200 | -91.81% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | No change | 4,205 | 166 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 4,112 | 162 | 0.04% | 0.05% | 260 | -395 | -8.76% | Q4 2025 | Feb 17, 2026 |
| Amplify Investments, LLC | History | Added to | 4,284 | 161 | 3.73% | 3.51% | 261 | +756 | 21.43% | Q4 2025 | Feb 02, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 3,943 | 155 | 0.08% | — | 262 | +3,943 | New | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,858 | 112 | 0.0% | 0.0% | 263 | +1,205 | 72.9% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,430 | 95 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,133 | 84 | 0.02% | 0.02% | 265 | +49 | 2.35% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Added to | 1,900 | 75 | 0.02% | 0.0% | 266 | +1,300 | 216.67% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,800 | 71 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,785 | 70 | 0.0% | 0.0% | 268 | +877 | 96.59% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,759 | 69 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,587 | 62 | 0.0% | 0.0% | 270 | +956 | 151.51% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,566 | 61 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 1,350 | 53 | 0.0% | 0.0% | 272 | +1,162 | 618.09% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,367 | 53 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | No change | 1,251 | 49 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,164 | 48 | 0.0% | 0.0% | 275 | +146 | 14.34% | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | New | 1,150 | 45 | 0.02% | — | 276 | +1,150 | New | Q4 2025 | Jan 30, 2026 |
| HM PAYSON & CO | History | No change | 1,121 | 44 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | New | 1,059 | 41 | 0.0% | — | 278 | +1,059 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,039 | 41 | 0.0% | — | 279 | +1,039 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,017 | 40 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,012 | 39 | 0.0% | — | 281 | +1,012 | New | Q4 2025 | Feb 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,000 | 39 | 0.0% | — | 283 | +1,000 | New | Q4 2025 | Jan 27, 2026 |
| MTM Investment Management, LLC | History | No change | 1,000 | 39 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 943 | 37 | 0.01% | 0.0% | 284 | +843 | 843.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 929 | 36 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | New | 887 | 35 | 0.01% | — | 286 | +887 | New | Q4 2025 | Jan 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 808 | 31 | 0.02% | — | 290 | +808 | New | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Reduced | 791 | 31 | 0.0% | 0.0% | 288 | -612 | -43.62% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 793 | 31 | 0.0% | 0.0% | 287 | +343 | 76.22% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 806 | 31 | 0.03% | 0.03% | 289 | +15 | 1.9% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 776 | 30 | 0.0% | 0.0% | 291 | -25 | -3.12% | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 700 | 27 | 0.0% | 0.0% | 292 | +200 | 40.0% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 679 | 26 | 0.0% | — | 293 | +679 | New | Q4 2025 | Feb 10, 2026 |
| Eagle Bay Advisors LLC | History | New | 675 | 26 | 0.02% | — | 294 | +675 | New | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 647 | 25 | 0.0% | 0.01% | 295 | -253 | -28.11% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 593 | 23 | 0.0% | — | 296 | +593 | New | Q4 2025 | Jan 20, 2026 |
| Truvestments Capital LLC | History | No change | 585 | 23 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 447 | 17 | 0.0% | — | 299 | +447 | New | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 447 | 17 | 0.0% | 0.0% | 298 | +100 | 28.82% | Q4 2025 | Jan 27, 2026 |
| DV Trading LLC | History | New | 400 | 15 | 0.0% | — | 301 | +400 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 394 | 15 | 0.0% | — | 303 | +394 | New | Q4 2025 | Jan 05, 2026 |
| Founders Capital Management | History | No change | 400 | 15 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Heritage Wealth Advisors | History | No change | 375 | 14 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 264 | 10 | 0.0% | 0.0% | 305 | -86 | -24.57% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | New | 250 | 9 | 0.0% | — | 306 | +250 | New | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | No change | 210 | 8 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 191 | 7 | 0.0% | — | 312 | +191 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 181 | 7 | 0.0% | 0.0% | 308 | +1 | 0.56% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quent Capital, LLC | History | No change | 161 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | New | 147 | 5 | 0.0% | — | 314 | +147 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | New | 118 | 4 | 0.0% | — | 317 | +118 | New | Q4 2025 | Jan 12, 2026 |
| Basepoint Wealth LLC | History | New | 109 | 4 | 0.0% | — | 318 | +109 | New | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 105 | 4 | 0.0% | — | 315 | +105 | New | Q4 2025 | Jan 30, 2026 |
| West Financial Advisors, LLC | History | Added to | 115 | 4 | 0.0% | 0.0% | 316 | +3 | 2.68% | Q4 2025 | Jan 13, 2026 |
| BESSEMER GROUP INC | History | New | 65 | 3 | 0.0% | — | 319 | +65 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 53 | 2 | 0.0% | — | 320 | +53 | New | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 49 | 2 | 0.0% | — | 322 | +49 | New | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 47 | 2 | 0.0% | — | 321 | +47 | New | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 36 | 1 | 0.0% | — | 323 | +36 | New | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -190,838 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,847 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -54,600 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,949 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,504 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Mountain Lake Investment Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| South Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,697 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -5,914 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,674 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -4,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,249 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Ancora Advisors LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 12, 2026 |
| ST GERMAIN D J CO INC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| Westend Capital Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |