SSGA Active Trust - XLSR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,676,742 | 291,407 | 0.08% | 0.08% | 1 | +55,879 | 1.21% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,038,665 | 127,029 | 0.45% | 0.43% | 2 | +68,680 | 3.49% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,924,116 | 119,891 | 0.04% | 0.03% | 3 | +83,850 | 4.56% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 486,505 | 30,314 | 0.26% | 0.21% | 4 | +24,584 | 5.32% | Q4 2025 | Jan 05, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 420,972 | 26,230 | 7.9% | 8.38% | 5 | +201,647 | 91.94% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 342,395 | 21,334 | 1.59% | 1.5% | 6 | +9,753 | 2.93% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Added to | 286,549 | 17,854 | 0.02% | 0.02% | 7 | +41,937 | 17.14% | Q4 2025 | Feb 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 271,382 | 16,909 | 6.39% | 6.29% | 8 | +1,178 | 0.44% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 265,772 | 16,560 | 0.06% | 0.08% | 9 | -22,821 | -7.91% | Q4 2025 | Feb 18, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 205,449 | 12,801 | 2.85% | 2.7% | 10 | -18,301 | -8.18% | Q4 2025 | Jan 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 195,986 | 12,211 | 0.97% | 1.05% | 11 | +1,218 | 0.63% | Q4 2025 | Jan 13, 2026 |
| Mosley Wealth Management | History | New | 199,220 | 12,028 | 5.5% | — | 12 | +199,220 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 164,364 | 10,241 | 0.01% | 0.01% | 13 | +10,497 | 6.82% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 159,209 | 9,920 | 0.2% | 0.25% | 14 | -24,821 | -13.49% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 132,688 | 8,267 | 0.01% | 0.01% | 15 | +13,576 | 11.4% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 131,825 | 8,214 | 0.05% | 0.05% | 16 | +4,701 | 3.7% | Q4 2025 | Jan 26, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 129,883 | 8,093 | 2.94% | 2.89% | 17 | +2,351 | 1.84% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 112,986 | 7,040 | 0.17% | 0.16% | 18 | +4,448 | 4.1% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 101,445 | 6,321 | 0.09% | 0.09% | 19 | -1,760 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 99,791 | 6,217 | 0.03% | 0.03% | 20 | -12,621 | -11.23% | Q4 2025 | Jan 29, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 97,171 | 6,054 | 0.77% | 1.03% | 21 | -37,281 | -27.73% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 88,270 | 5,500 | 0.03% | 0.02% | 22 | +12,351 | 16.27% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,179 | 5,307 | 0.02% | 0.01% | 23 | +56,641 | 198.48% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 79,052 | 4,925 | 0.01% | 0.01% | 24 | +28,674 | 56.92% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 74,372 | 4,634 | 0.08% | 0.11% | 25 | -11,296 | -13.19% | Q4 2025 | Feb 19, 2026 |
| Legacy Wealth Partners, LLC | History | New | 68,406 | 4,262 | 1.1% | — | 26 | +68,406 | New | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Added to | 64,077 | 3,992 | 1.4% | 1.32% | 27 | +2,026 | 3.27% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 63,061 | 3,929 | 2.47% | 2.3% | 28 | +1,834 | 3.0% | Q4 2025 | Jan 14, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 56,229 | 3,503 | 7.83% | 7.77% | 29 | -521 | -0.92% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 55,818 | 3,478 | 0.0% | 0.0% | 30 | +19,694 | 54.52% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 54,351 | 3,386 | 0.12% | 0.12% | 31 | -1,797 | -3.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 48,155 | 3,000 | 0.0% | 0.0% | 32 | -1,374 | -2.77% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45,769 | 2,851 | 0.0% | 0.0% | 33 | +10,517 | 29.83% | Q4 2025 | Feb 10, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 37,878 | 2,360 | 4.53% | 2.78% | 34 | +921 | 2.49% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,876 | 2,297 | 0.04% | 0.01% | 35 | +23,372 | 173.07% | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 35,949 | 2,239 | 0.51% | 0.55% | 36 | -1,165 | -3.14% | Q4 2025 | Feb 11, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 35,303 | 2,199 | 1.07% | 1.19% | 37 | -370 | -1.04% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,128 | 1,877 | 0.0% | 0.01% | 38 | -670 | -2.18% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,789 | 1,856 | 0.0% | 0.0% | 39 | -671 | -2.2% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 28,098 | 1,750 | 0.03% | 0.04% | 40 | +318 | 1.14% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | Reduced | 27,798 | 1,732 | 0.29% | 0.29% | 41 | -808 | -2.82% | Q4 2025 | Jan 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 25,108 | 1,564 | 0.56% | 0.69% | 42 | -3,622 | -12.61% | Q4 2025 | Jan 26, 2026 |
| WealthPoint Financial, LLC | History | New | 25,052 | 1,560 | 1.36% | — | 43 | +25,052 | New | Q4 2025 | Feb 19, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,385 | 1,332 | 0.08% | 0.07% | 44 | -843 | -3.79% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 20,957 | 1,305 | 0.02% | — | 45 | +20,957 | New | Q4 2025 | Mar 12, 2026 |
| October Effect Ltd | History | Added to | 19,954 | 1,243 | 1.37% | 1.16% | 46 | +2,287 | 12.95% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,544 | 1,217 | 0.05% | 0.03% | 47 | +4,605 | 30.83% | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 16,846 | 1,049 | 0.38% | 0.4% | 48 | +1,286 | 8.26% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16,418 | 1,023 | 0.05% | — | 49 | +16,418 | New | Q4 2025 | Jan 21, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 15,620 | 973 | 0.5% | 0.53% | 50 | -201 | -1.27% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | New | 15,367 | 957 | 0.02% | — | 51 | +15,367 | New | Q4 2025 | Jan 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 13,373 | 833 | 0.15% | 0.14% | 52 | +1,223 | 10.07% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,158 | 819 | 0.01% | 0.01% | 53 | -209 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | Reduced | 12,670 | 789 | 0.03% | 0.03% | 54 | -860 | -6.36% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,587 | 784 | 0.0% | — | 55 | +12,587 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 12,145 | 761 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Capital CS Group, LLC | History | Added to | 11,919 | 742 | 1.14% | 0.99% | 57 | +1,388 | 13.18% | Q4 2025 | Jan 09, 2026 |
| Aegis Wealth Management, Inc. | History | New | 11,571 | 720 | 0.57% | — | 58 | +11,571 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,431 | 712 | 0.0% | 0.0% | 59 | +625 | 5.78% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Reduced | 11,134 | 693 | 0.15% | 0.18% | 60 | -163 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 11,549 | 669 | 0.08% | — | 61 | +11,549 | New | Q4 2025 | Mar 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,699 | 666 | 0.03% | 0.03% | 62 | -5,289 | -33.08% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,209 | 636 | 0.04% | 0.04% | 63 | +1,029 | 11.21% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 10,111 | 630 | 0.52% | 0.24% | 64 | +6,239 | 161.13% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 10,023 | 629 | 0.03% | 0.03% | 65 | -2,007 | -16.68% | Q4 2025 | Jan 09, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 10,057 | 626 | 0.21% | 0.24% | 66 | -1,740 | -14.75% | Q4 2025 | Feb 12, 2026 |
| Kelly Financial Services LLC | History | Reduced | 9,720 | 605 | 0.15% | 0.16% | 67 | -885 | -8.35% | Q4 2025 | Jan 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 9,469 | 590 | 0.38% | 0.4% | 68 | -240 | -2.47% | Q4 2025 | Jan 28, 2026 |
| FSA Advisors, Inc. | History | New | 9,345 | 582 | 0.4% | — | 69 | +9,345 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,938 | 556 | 0.0% | 0.0% | 70 | -560 | -5.9% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 7,889 | 491 | 0.01% | 0.01% | 71 | -160 | -1.99% | Q4 2025 | Feb 05, 2026 |
| True Vision MN LLC | History | Added to | 7,757 | 483 | 0.25% | 0.23% | 72 | +274 | 3.66% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | New | 7,442 | 463 | 0.01% | — | 73 | +7,442 | New | Q4 2025 | Feb 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,724 | 459 | 0.15% | 0.06% | 74 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,282 | 453 | 0.0% | 0.0% | 75 | +417 | 6.07% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,197 | 448 | 0.03% | 0.04% | 76 | -129 | -1.76% | Q4 2025 | Jan 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,912 | 433 | 0.02% | 0.02% | 77 | +597 | 9.45% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 6,844 | 426 | 0.0% | 0.0% | 78 | +4 | 0.06% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,593 | 410 | 0.09% | 0.1% | 79 | -182 | -2.69% | Q4 2025 | Jan 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,552 | 408 | 0.01% | 0.01% | 80 | -103 | -1.55% | Q4 2025 | Feb 19, 2026 |
| J2 Capital Management Inc | History | Reduced | 6,345 | 395 | 0.29% | 0.29% | 81 | -235 | -3.57% | Q4 2025 | Jan 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 5,961 | 373 | 0.08% | 0.09% | 82 | -29 | -0.48% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,540 | 345 | 0.01% | 0.01% | 83 | -1,325 | -19.3% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,433 | 338 | 0.17% | 0.19% | 85 | -458 | -7.77% | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | No change | 5,408 | 338 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,232 | 326 | 0.0% | 0.0% | 86 | -6,359 | -54.86% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Reduced | 5,124 | 319 | 0.06% | 0.06% | 87 | -147 | -2.79% | Q4 2025 | Jan 12, 2026 |
| Maia Wealth LLC | History | Reduced | 5,123 | 311 | 0.05% | 0.05% | 88 | -53 | -1.02% | Q4 2025 | Feb 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 4,982 | 310 | 0.13% | — | 89 | +4,982 | New | Q4 2025 | Feb 18, 2026 |
| M1 Capital Management LLC | History | Added to | 4,975 | 309 | 0.13% | 0.12% | 90 | +120 | 2.47% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 4,826 | 300 | 0.01% | — | 91 | +4,826 | New | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,790 | 298 | 0.0% | 0.0% | 92 | +596 | 14.21% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,523 | 281 | 0.0% | — | 93 | +4,523 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 4,377 | 272 | 0.0% | — | 94 | +4,377 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 4,159 | 259 | 0.08% | 0.08% | 95 | -35 | -0.83% | Q4 2025 | Jan 07, 2026 |
| Ruggiero Investments, Inc. | History | New | 4,152 | 258 | 0.23% | — | 96 | +4,152 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 3,801 | 236 | 0.1% | — | 97 | +3,801 | New | Q4 2025 | Feb 17, 2026 |
| CROBAN | History | Reduced | 3,670 | 228 | 0.11% | 0.2% | 98 | -1,321 | -26.47% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,654 | 227 | 0.0% | 0.0% | 99 | -38 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 3,615 | 225 | 0.03% | 0.03% | 100 | -147 | -3.91% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 3,488 | 217 | 0.03% | 0.14% | 101 | -26,542 | -88.38% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,431 | 213 | 0.0% | 0.01% | 102 | -23,595 | -87.3% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | New | 3,405 | 212 | 0.01% | — | 103 | +3,405 | New | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,210 | 158 | 0.0% | 0.01% | 104 | +1,965 | 23.83% | Q4 2025 | Feb 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,509 | 156 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,916 | 119 | 0.0% | 0.0% | 106 | +202 | 11.79% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,896 | 118 | 0.01% | 0.01% | 107 | -46 | -2.37% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,463 | 91 | 0.0% | 0.0% | 108 | +1,028 | 236.32% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | No change | 1,365 | 85 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CITIGROUP INC | History | New | 1,300 | 81 | 0.0% | — | 110 | +1,300 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 950 | 59 | 0.05% | 0.03% | 112 | +469 | 97.51% | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 951 | 59 | 0.01% | 0.01% | 111 | -8 | -0.83% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Added to | 649 | 40 | 0.02% | 0.02% | 113 | +82 | 14.46% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 560 | 34 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 517 | 32 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 494 | 30 | 0.0% | — | 116 | +494 | New | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | No change | 468 | 29 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 449 | 27 | 0.0% | 0.0% | 118 | -156 | -25.79% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 423 | 26 | 0.0% | 0.0% | 119 | -59 | -12.24% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 277 | 17 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 260 | 16 | 0.0% | — | 122 | +260 | New | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | No change | 258 | 16 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 216 | 13 | 0.0% | — | 123 | +216 | New | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 199 | 12 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | New | 167 | 10 | 0.0% | — | 125 | +167 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 159 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHELSEA COUNSEL CO | History | No change | 164 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Motiv8 Investments LLC | History | New | 77 | 5 | 0.0% | — | 128 | +77 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 28 | 1 | 0.0% | 0.0% | 129 | +3 | 12.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,082 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -181 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Networth Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 22, 2026 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |