SPDR SERIES TRUST - XME
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 4,795,907 | 496,903 | 0.08% | 0.01% | 1 | +3,796,788 | 380.01% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 2,900,106 | 300,479 | 0.07% | 0.05% | 2 | +598,472 | 26.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,465,518 | 255,452 | 0.02% | 0.01% | 3 | -67,280 | -2.66% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,151,751 | 222,942 | 0.03% | 0.02% | 4 | +399,811 | 22.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,881,869 | 194,980 | 0.01% | 0.02% | 5 | -1,113,845 | -37.18% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,497,325 | 155,137 | 0.02% | 0.01% | 6 | +840,760 | 128.05% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,464,300 | 151,716 | 0.02% | 0.01% | 7 | +555,300 | 61.09% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,377,862 | 144,298 | 0.07% | 0.05% | 8 | +297,048 | 27.48% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,174,454 | 121,685 | 0.01% | 0.01% | 9 | -44,102 | -3.62% | Q4 2025 | Mar 25, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 1,035,072 | 107,243 | 0.16% | 0.03% | 10 | +833,020 | 412.28% | Q4 2025 | Feb 13, 2026 |
| Vanderbilt University | History | Added to | 973,559 | 100,870 | 17.22% | 15.04% | 11 | +1,150 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 921,500 | 95,477 | 0.83% | 0.77% | 12 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 900,000 | 93,249 | 0.41% | 0.57% | 13 | -500,000 | -35.71% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 884,017 | 91,592 | 0.04% | 0.02% | 14 | +398,123 | 81.94% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 850,751 | 88,146 | 0.02% | 0.02% | 15 | -115,499 | -11.95% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 839,104 | 86,939 | 1.0% | 0.01% | 16 | +830,490 | 9641.17% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 788,395 | 81,685 | 0.03% | 0.03% | 17 | -81,718 | -9.39% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 736,300 | 76,288 | 0.08% | — | 18 | +736,300 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 608,679 | 63,065 | 0.02% | 0.02% | 19 | +36,989 | 6.47% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Added to | 491,800 | 50,955 | 0.09% | 0.05% | 20 | +117,400 | 31.36% | Q4 2025 | Mar 12, 2026 |
| Caption Management, LLC | History | Added to | 481,800 | 49,919 | 0.34% | 0.07% | 21 | +381,800 | 381.8% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Reduced | 453,635 | 47,001 | 0.17% | 0.35% | 22 | -351,015 | -43.62% | Q4 2025 | Feb 13, 2026 |
| Volterra Technologies LP | History | Reduced | 451,400 | 46,769 | 4.73% | 5.09% | 23 | -185,816 | -29.16% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 406,953 | 42,164 | 0.01% | 0.01% | 24 | +37,050 | 10.02% | Q4 2025 | Feb 18, 2026 |
| Capula Management Ltd | History | New | 400,000 | 41,444 | 0.21% | — | 25 | +400,000 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 331,996 | 34,398 | 0.05% | 0.03% | 26 | +117,796 | 54.99% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 307,647 | 31,875 | 0.34% | 0.45% | 27 | -132,249 | -30.06% | Q4 2025 | Feb 10, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 300,000 | 31,083 | 0.51% | 1.01% | 28 | -500,000 | -62.5% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 295,801 | 30,647 | 0.06% | 0.01% | 29 | +198,600 | 204.32% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 285,852 | 29,617 | 0.03% | 0.03% | 30 | -37,476 | -11.59% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 262,062 | 27,152 | 0.0% | — | 31 | +262,062 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 251,700 | 26,078 | 0.07% | 0.03% | 32 | +112,800 | 81.21% | Q4 2025 | Feb 17, 2026 |
| RPO LLC | History | Reduced | 245,000 | 25,384 | 2.66% | 2.97% | 33 | -61,000 | -19.93% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 224,913 | 23,303 | 0.04% | 18.15% | 34 | +182,962 | 436.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 203,385 | 21,072 | 0.01% | 0.01% | 35 | +2,831 | 1.41% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 200,000 | 20,722 | 0.03% | — | 36 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| Yaupon Capital Management LP | History | New | 200,000 | 20,722 | 0.75% | — | 37 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 189,856 | 19,671 | 0.05% | 0.0% | 38 | +172,227 | 976.95% | Q4 2025 | Jan 26, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 156,000 | 16,337 | 0.01% | — | 39 | +156,000 | New | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 140,479 | 14,555 | 0.12% | — | 40 | +140,479 | New | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 131,633 | 13,638 | 0.5% | 0.52% | 41 | -490 | -0.37% | Q4 2025 | Feb 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 111,207 | 13,400 | 2.31% | 2.04% | 42 | +790 | 0.72% | Q4 2025 | Jan 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 125,310 | 12,983 | 0.01% | — | 43 | +125,310 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,137 | 12,855 | 0.0% | 0.0% | 44 | -1,067 | -0.85% | Q4 2025 | Feb 17, 2026 |
| Condire Management, LP | History | Added to | 122,451 | 12,687 | 1.32% | 0.05% | 45 | +118,375 | 2904.2% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 120,415 | 12,477 | 0.02% | 0.02% | 46 | -8,744 | -6.77% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 114,867 | 11,901 | 0.06% | 0.04% | 47 | +19,024 | 19.85% | Q4 2025 | Feb 17, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 107,272 | 11,114 | 2.97% | 2.86% | 48 | +323 | 0.3% | Q4 2025 | Feb 04, 2026 |
| Jump Financial, LLC | History | New | 105,950 | 10,977 | 0.13% | — | 49 | +105,950 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 105,643 | 10,945 | 0.01% | 0.01% | 50 | -563 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 92,318 | 9,565 | 5.79% | 6.17% | 51 | -15,676 | -14.52% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 90,825 | 9,410 | 0.01% | 0.02% | 52 | +42,535 | 88.08% | Q4 2025 | Jan 09, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 90,053 | 9,330 | 4.64% | 2.45% | 53 | +42,268 | 88.45% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 89,014 | 9,222 | 0.05% | 0.04% | 54 | +15,574 | 21.21% | Q4 2025 | Jan 26, 2026 |
| ALLIANZ SE | History | Added to | 85,770 | 8,886 | 0.11% | 0.17% | 55 | +1,500 | 1.78% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 82,708 | 8,569 | 0.01% | 0.0% | 56 | -783 | -0.94% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 79,994 | 8,288 | 0.0% | 0.0% | 57 | +5,442 | 7.3% | Q4 2025 | Feb 06, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 79,764 | 8,264 | 4.31% | — | 58 | +79,764 | New | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 79,640 | 8,251 | 0.01% | 0.01% | 59 | +28,505 | 55.74% | Q4 2025 | Feb 12, 2026 |
| Ted Buchan & Co | History | Added to | 75,960 | 7,870 | 2.89% | 2.66% | 60 | +3,127 | 4.29% | Q4 2025 | Feb 11, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 75,004 | 7,771 | 3.62% | 3.43% | 61 | -1,582 | -2.07% | Q4 2025 | Jan 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 70,785 | 7,334 | 0.11% | 0.11% | 62 | -9,334 | -11.65% | Q4 2025 | Feb 09, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 65,387 | 6,774 | 1.29% | 1.18% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 63,845 | 6,614 | 0.01% | 0.0% | 64 | +53,925 | 543.6% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 62,857 | 6,512 | 0.03% | 0.04% | 65 | -35,073 | -35.81% | Q4 2025 | Feb 17, 2026 |
| HERBST GROUP, LLC | History | Reduced | 61,201 | 6,341 | 3.73% | 3.56% | 66 | -175 | -0.29% | Q4 2025 | Jan 16, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 61,031 | 6,323 | 0.12% | 0.11% | 67 | +3,354 | 5.82% | Q4 2025 | Feb 06, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 60,029 | 6,219 | 0.48% | 0.47% | 68 | -660 | -1.09% | Q4 2025 | Feb 03, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 59,341 | 6,148 | 0.9% | 0.66% | 69 | +12,620 | 27.01% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 58,993 | 6,112 | 0.04% | 0.03% | 70 | +26,860 | 83.59% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Reduced | 55,130 | 5,712 | 0.01% | 0.04% | 71 | -152,424 | -73.44% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 54,395 | 5,635 | 0.01% | 0.01% | 72 | +8,040 | 17.34% | Q4 2025 | Jan 30, 2026 |
| Uniting Wealth Partners, LLC | History | New | 53,454 | 5,538 | 1.7% | — | 73 | +53,454 | New | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 53,178 | 5,509 | 0.32% | 0.3% | 74 | -17 | -0.03% | Q4 2025 | Jan 15, 2026 |
| Amitell Capital Pte Ltd | History | New | 51,573 | 5,343 | 5.97% | — | 75 | +51,573 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 51,150 | 5,300 | 0.01% | 0.01% | 76 | -4,346 | -7.83% | Q4 2025 | Feb 05, 2026 |
| Woodline Partners LP | History | New | 49,783 | 5,158 | 0.02% | — | 77 | +49,783 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 49,082 | 5,085 | 0.01% | 0.01% | 78 | +471 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Added to | 48,968 | 5,073 | 1.21% | 1.1% | 79 | +686 | 1.42% | Q4 2025 | Feb 13, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 43,127 | 4,468 | 0.26% | 0.27% | 80 | -1,456 | -3.27% | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 43,012 | 4,456 | 0.0% | — | 81 | +43,012 | New | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 43,002 | 4,455 | 0.14% | 0.13% | 82 | -5,754 | -11.8% | Q4 2025 | Jan 09, 2026 |
| Greenline Partners, LLC | History | Reduced | 40,612 | 4,207 | 0.48% | 0.47% | 83 | -1,228 | -2.93% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 40,272 | 4,172 | 0.02% | 0.01% | 84 | +2,938 | 7.87% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,544 | 4,097 | 0.0% | 0.0% | 85 | +14,274 | 56.49% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 38,875 | 4,027 | 0.46% | 0.42% | 86 | +1,521 | 4.07% | Q4 2025 | Jan 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 38,800 | 4,020 | 0.01% | 0.01% | 87 | -16,000 | -29.2% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 38,678 | 4,007 | 1.28% | 1.63% | 88 | -13,269 | -25.54% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,828 | 3,919 | 0.0% | 0.0% | 89 | -300,548 | -88.82% | Q4 2025 | Feb 11, 2026 |
| J. Goldman & Co LP | History | Reduced | 37,629 | 3,898 | 0.1% | 0.09% | 90 | -2,543 | -6.33% | Q4 2025 | Feb 17, 2026 |
| III Capital Management | History | New | 33,100 | 3,429 | 0.5% | — | 91 | +33,100 | New | Q4 2025 | Feb 17, 2026 |
| Silver Coast Investments LLC | History | Reduced | 32,826 | 3,401 | 1.17% | 1.21% | 92 | -5,114 | -13.48% | Q4 2025 | Jan 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 32,310 | 3,347 | 1.24% | 1.1% | 93 | -93 | -0.29% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 31,799 | 3,294 | 0.01% | 0.01% | 94 | -1,967 | -5.83% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 31,663 | 3,280 | 0.0% | 0.0% | 95 | -140,321 | -81.59% | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 31,326 | 3,245 | 2.91% | — | 96 | +31,326 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,963 | 3,208 | 0.0% | 0.0% | 97 | +2,965 | 10.59% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,790 | 3,190 | 0.19% | 0.19% | 98 | +869 | 2.9% | Q4 2025 | Feb 10, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 30,500 | 3,160 | 0.03% | 0.03% | 99 | +2,300 | 8.16% | Q4 2025 | Jan 16, 2026 |
| Yong Rong (HK) Asset Management Ltd | History | New | 30,000 | 3,109 | 0.94% | — | 100 | +30,000 | New | Q4 2025 | Jan 30, 2026 |
| Baker Avenue Asset Management, LP | History | New | 29,931 | 3,101 | 0.07% | — | 101 | +29,931 | New | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,648 | 3,071 | 0.01% | 0.0% | 102 | +14,718 | 98.58% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 29,498 | 3,056 | 0.18% | 0.13% | 103 | +2,718 | 10.15% | Q4 2025 | Feb 17, 2026 |
| Maven Securities LTD | History | Reduced | 29,246 | 3,033 | 0.07% | 0.12% | 104 | -21,601 | -42.48% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 28,463 | 2,949 | 0.27% | 0.25% | 105 | +2,099 | 7.96% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 27,501 | 2,849 | 0.1% | 0.1% | 106 | -1,228 | -4.27% | Q4 2025 | Feb 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 27,055 | 2,803 | 0.0% | 0.0% | 107 | +11 | 0.04% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 26,696 | 2,765 | 0.18% | 0.21% | 108 | -6,200 | -18.85% | Q4 2025 | Jan 23, 2026 |
| Synergy Asset Management, LLC | History | Added to | 26,507 | 2,746 | 0.29% | 0.05% | 109 | +10,031 | 60.88% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,057 | 2,699 | 0.0% | 0.0% | 110 | +14,581 | 127.06% | Q4 2025 | Mar 16, 2026 |
| Clarus Wealth Advisors | History | Reduced | 22,479 | 2,692 | 1.12% | 1.03% | 111 | -1,417 | -5.93% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 25,930 | 2,686 | 0.13% | 0.12% | 112 | -4,623 | -15.13% | Q4 2025 | Jan 27, 2026 |
| Chicago Wealth Management, Inc. | History | New | 25,739 | 2,666 | 1.07% | — | 113 | +25,739 | New | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | New | 25,500 | 2,642 | 0.08% | — | 114 | +25,500 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 25,408 | 2,632 | 0.09% | — | 115 | +25,408 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 25,114 | 2,602 | 0.03% | 0.02% | 116 | +8,430 | 50.53% | Q4 2025 | Feb 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 23,338 | 2,509 | 2.38% | — | 117 | +23,338 | New | Q4 2025 | Jan 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 24,100 | 2,497 | 0.0% | — | 118 | +24,100 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,122 | 2,395 | 0.05% | 0.05% | 119 | +562 | 2.49% | Q4 2025 | Feb 09, 2026 |
| SteelPeak Wealth, LLC | History | New | 22,856 | 2,368 | 0.08% | — | 120 | +22,856 | New | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 22,640 | 2,341 | 0.01% | 0.01% | 122 | +1,300 | 6.09% | Q4 2025 | Jan 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 22,597 | 2,341 | 0.03% | 0.03% | 121 | +400 | 1.8% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | New | 22,574 | 2,338 | 0.09% | — | 123 | +22,574 | New | Q4 2025 | Jan 21, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 18,412 | 2,310 | 0.99% | 0.86% | 124 | -125 | -0.67% | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 21,521 | 2,229 | 0.49% | 0.27% | 125 | +8,376 | 63.72% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,756 | 2,150 | 0.05% | 0.05% | 126 | -1,702 | -7.58% | Q4 2025 | Feb 17, 2026 |
| Risk Paradigm Group, LLC | History | New | 20,561 | 2,130 | 2.05% | — | 127 | +20,561 | New | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 20,471 | 2,121 | 0.54% | 0.23% | 128 | +11,271 | 122.51% | Q4 2025 | Jan 13, 2026 |
| Verition Fund Management LLC | History | New | 20,000 | 2,072 | 0.01% | — | 129 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 20,000 | 2,072 | 0.17% | — | 130 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 19,856 | 2,058 | 0.01% | 0.02% | 131 | -1,864 | -8.58% | Q4 2025 | Feb 17, 2026 |
| LANE BROTHERS & CO INC | History | New | 19,815 | 2,053 | 1.49% | — | 132 | +19,815 | New | Q4 2025 | Mar 13, 2026 |
| Maytree Asset Management Ltd | History | New | 19,600 | 2,030 | 1.51% | — | 133 | +19,600 | New | Q4 2025 | Feb 03, 2026 |
| Quarry LP | History | Reduced | 19,431 | 2,013 | 0.31% | 0.66% | 134 | -12,841 | -39.79% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,379 | 2,007 | 0.05% | 0.05% | 135 | +751 | 4.03% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 19,356 | 2,005 | 0.0% | — | 136 | +19,356 | New | Q4 2025 | Feb 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 18,964 | 1,964 | 1.14% | — | 137 | +18,964 | New | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,783 | 1,946 | 0.01% | 0.01% | 138 | -42 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 18,690 | 1,936 | 0.6% | 0.59% | 139 | -1,095 | -5.53% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,645 | 1,934 | 0.0% | 0.0% | 140 | -393 | -2.06% | Q4 2025 | Mar 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 18,512 | 1,917 | 0.03% | — | 141 | +18,512 | New | Q4 2025 | Feb 19, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 18,075 | 1,872 | 0.17% | 0.15% | 142 | +695 | 4.0% | Q4 2025 | Jan 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 17,558 | 1,819 | 0.27% | 0.25% | 143 | -380 | -2.12% | Q4 2025 | Feb 10, 2026 |
| BOS Asset Management, LLC | History | Reduced | 16,212 | 1,679 | 0.45% | 0.43% | 144 | -205 | -1.25% | Q4 2025 | Jan 09, 2026 |
| Royal Fund Management, LLC | History | New | 27,753 | 1,654 | 0.15% | — | 145 | +27,753 | New | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,948 | 1,652 | 0.01% | — | 146 | +15,948 | New | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,467 | 1,602 | 0.0% | 0.01% | 147 | -9,172 | -37.23% | Q4 2025 | Feb 13, 2026 |
| EHP Funds Inc. | History | Reduced | 15,400 | 1,595 | 3.65% | 1.65% | 148 | -4,700 | -23.38% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,011 | 1,555 | 0.02% | 0.01% | 149 | +4,205 | 38.91% | Q4 2025 | Feb 17, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | New | 14,200 | 1,471 | 3.38% | — | 150 | +14,200 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,778 | 1,427 | 0.03% | 0.01% | 151 | +9,095 | 194.21% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 13,669 | 1,416 | 0.0% | — | 152 | +13,669 | New | Q4 2025 | Feb 10, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 13,580 | 1,407 | 0.0% | 0.0% | 153 | -2,200 | -13.94% | Q4 2025 | Feb 11, 2026 |
| Financially Speaking Inc | History | Reduced | 13,550 | 1,403 | 0.91% | 4.3% | 154 | -56,732 | -80.72% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 13,432 | 1,391 | 0.02% | 0.02% | 155 | +16 | 0.12% | Q4 2025 | Jan 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 12,875 | 1,334 | 0.99% | 0.94% | 156 | -56 | -0.43% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,843 | 1,331 | 0.0% | 0.0% | 157 | -1,732 | -11.88% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,523 | 1,297 | 0.03% | 0.04% | 158 | -3,515 | -21.92% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,364 | 1,281 | 0.01% | 0.01% | 159 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 12,328 | 1,277 | 0.0% | 0.37% | 160 | -2,099,255 | -99.42% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 12,231 | 1,267 | 0.0% | — | 161 | +12,231 | New | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 11,951 | 1,238 | 0.06% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 11,880 | 1,230 | 0.2% | 0.2% | 163 | +581 | 5.14% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Added to | 11,726 | 1,214 | 0.27% | 0.23% | 164 | +935 | 8.66% | Q4 2025 | Jan 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 11,701 | 1,212 | 0.01% | 0.0% | 165 | +8,432 | 257.94% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 11,595 | 1,201 | 0.49% | 0.3% | 166 | -430 | -3.58% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 11,000 | 1,139 | 0.05% | 0.06% | 167 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,784 | 1,117 | 0.01% | 0.01% | 168 | +336 | 3.22% | Q4 2025 | Jan 26, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 10,608 | 1,099 | 0.18% | 0.17% | 169 | +328 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,572 | 1,095 | 0.03% | 0.04% | 170 | -1,063 | -9.14% | Q4 2025 | Feb 19, 2026 |
| Black Maple Capital Management LP | History | No change | 10,500 | 1,087 | 0.76% | 0.47% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fox Hill Wealth Management | History | Reduced | 10,067 | 1,043 | 0.48% | 0.44% | 172 | -22 | -0.22% | Q4 2025 | Feb 12, 2026 |
| JGP Global Gestao de Recursos Ltda. | History | New | 9,800 | 1,015 | 0.6% | — | 173 | +9,800 | New | Q4 2025 | Jan 26, 2026 |
| DRW Securities, LLC | History | Reduced | 9,736 | 1,008 | 0.03% | 0.02% | 174 | -1,420 | -12.73% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | Added to | 9,588 | 993 | 0.01% | 0.0% | 175 | +3,881 | 68.0% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,529 | 987 | 0.05% | 0.04% | 176 | +1,362 | 16.68% | Q4 2025 | Feb 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 9,369 | 970 | 0.18% | 0.23% | 177 | -3,500 | -27.2% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,276 | 961 | 0.02% | 0.02% | 178 | -315 | -3.28% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 9,223 | 955 | 0.6% | — | 179 | +9,223 | New | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 9,205 | 954 | 0.03% | 0.08% | 180 | -11,982 | -56.55% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 9,194 | 952 | 0.27% | 0.23% | 181 | +502 | 5.78% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 8,858 | 917 | 0.16% | 0.16% | 182 | -1,491 | -14.41% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 8,544 | 885 | 0.0% | 0.0% | 183 | +1,460 | 20.61% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 8,500 | 880 | 0.0% | 0.0% | 184 | +1,900 | 28.79% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 8,285 | 858 | 0.21% | 0.25% | 185 | -2,505 | -23.22% | Q4 2025 | Jan 08, 2026 |
| Arizona PSPRS Trust | History | New | 8,100 | 839 | 0.03% | — | 186 | +8,100 | New | Q4 2025 | Feb 11, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | New | 8,000 | 828 | 1.21% | — | 187 | +8,000 | New | Q4 2025 | Feb 09, 2026 |
| Texas Yale Capital Corp. | History | Added to | 7,954 | 824 | 0.02% | 0.02% | 188 | +500 | 6.71% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,922 | 820 | 0.01% | 0.01% | 189 | +1,334 | 20.25% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 8,124 | 806 | 0.0% | 0.0% | 190 | +1,718 | 26.82% | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | No change | 7,695 | 797 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,692 | 796 | 0.01% | — | 192 | +7,692 | New | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,381 | 792 | 0.03% | — | 194 | +6,381 | New | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 7,648 | 792 | 0.0% | 0.0% | 193 | -2,633 | -25.61% | Q4 2025 | Jan 29, 2026 |
| Hudson Bay Capital Management LP | History | New | 7,500 | 777 | 0.0% | — | 195 | +7,500 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,457 | 772 | 0.01% | 0.0% | 196 | +1,417 | 23.46% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,434 | 770 | 0.0% | 0.0% | 197 | +3,812 | 105.25% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,319 | 758 | 0.02% | 0.02% | 198 | +1,200 | 19.61% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,283 | 754 | 0.03% | 0.05% | 199 | -7,408 | -50.43% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 7,244 | 750 | 0.23% | 0.21% | 200 | -107 | -1.46% | Q4 2025 | Jan 29, 2026 |
| JT Stratford LLC | History | New | 7,017 | 727 | 0.09% | — | 201 | +7,017 | New | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 7,000 | 725 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 6,695 | 693 | 0.35% | — | 203 | +6,695 | New | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6,627 | 686 | 0.3% | — | 204 | +6,627 | New | Q4 2025 | Jan 23, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 6,357 | 658 | 0.03% | 0.03% | 205 | -46 | -0.72% | Q4 2025 | Feb 03, 2026 |
| Vinland Capital Management Gestora de Recursos LTDA. | History | New | 6,300 | 652 | 7.97% | — | 206 | +6,300 | New | Q4 2025 | Feb 23, 2026 |
| INSIGHT 2811, INC. | History | No change | 6,222 | 644 | 0.28% | 0.26% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | New | 6,000 | 621 | 0.02% | — | 208 | +6,000 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,879 | 609 | 0.0% | 0.0% | 209 | +301 | 5.4% | Q4 2025 | Feb 18, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,832 | 604 | 0.0% | — | 210 | +5,832 | New | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | New | 5,763 | 597 | 0.0% | — | 211 | +5,763 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,763 | 597 | 0.02% | — | 212 | +5,763 | New | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,693 | 589 | 0.02% | — | 213 | +5,693 | New | Q4 2025 | Feb 09, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,676 | 588 | 0.02% | 0.02% | 214 | -1 | -0.02% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,603 | 579 | 0.0% | 0.0% | 215 | -88 | -1.55% | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 5,486 | 568 | 0.31% | 0.49% | 216 | -3,586 | -39.53% | Q4 2025 | Jan 14, 2026 |
| Columbus Macro, LLC | History | No change | 5,460 | 565 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,371 | 556 | 0.03% | 0.01% | 218 | +2,584 | 92.72% | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 5,363 | 555 | 0.06% | — | 219 | +5,363 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 5,321 | 551 | 0.0% | 0.0% | 220 | +1,780 | 50.27% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,296 | 548 | 0.0% | 0.0% | 221 | +3,095 | 140.62% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 5,230 | 541 | 0.0% | 0.0% | 222 | +1,990 | 61.42% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,816 | 498 | 0.0% | — | 223 | +4,816 | New | Q4 2025 | Feb 17, 2026 |
| Berman McAleer LLC | History | Reduced | 4,796 | 496 | 0.07% | 0.09% | 224 | -1,954 | -28.95% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | New | 4,706 | 487 | 0.0% | — | 225 | +4,706 | New | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 4,531 | 469 | 0.0% | 0.01% | 226 | -14,127 | -75.72% | Q4 2025 | Feb 11, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 3,582 | 468 | 0.11% | — | 227 | +3,582 | New | Q4 2025 | Jan 23, 2026 |
| Capital Square, LLC | History | Reduced | 4,496 | 465 | 0.24% | 0.22% | 228 | -144 | -3.1% | Q4 2025 | Feb 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 4,234 | 438 | 0.09% | 0.08% | 229 | +94 | 2.27% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Added to | 4,225 | 437 | 0.02% | 0.02% | 230 | +308 | 7.86% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,204 | 435 | 0.03% | 0.21% | 231 | -28,827 | -87.27% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 4,191 | 434 | 0.0% | — | 232 | +4,191 | New | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,149 | 429 | 0.01% | 0.01% | 233 | -964 | -18.85% | Q4 2025 | Feb 02, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 3,408 | 427 | 0.09% | 0.09% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,109 | 425 | 0.06% | 0.06% | 235 | +22 | 0.54% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 4,089 | 423 | 0.01% | 0.01% | 236 | +537 | 15.12% | Q4 2025 | Mar 12, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,075 | 422 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 4,065 | 421 | 0.31% | 0.29% | 238 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,063 | 420 | 0.02% | 0.02% | 239 | +52 | 1.3% | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,957 | 410 | 0.01% | 0.02% | 240 | -372 | -8.59% | Q4 2025 | Jan 27, 2026 |
| August Group Capital Ltd | History | New | 3,791 | 392 | 0.44% | — | 241 | +3,791 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | Reduced | 3,712 | 384 | 0.08% | 0.1% | 242 | -204 | -5.21% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,655 | 378 | 0.0% | 0.0% | 243 | +268 | 7.91% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,647 | 377 | 0.01% | 0.01% | 244 | +71 | 1.99% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 3,605 | 373 | 0.0% | — | 245 | +3,605 | New | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,574 | 370 | 0.05% | — | 246 | +3,574 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 3,459 | 358 | 0.02% | — | 247 | +3,459 | New | Q4 2025 | Feb 05, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Reduced | 3,441 | 357 | 0.03% | 0.06% | 248 | -3,049 | -46.98% | Q4 2025 | Feb 10, 2026 |
| PHILADELPHIA TRUST CO | History | New | 3,416 | 354 | 0.02% | — | 249 | +3,416 | New | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,315 | 343 | 0.01% | 0.01% | 250 | -3,048 | -47.9% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,966 | 341 | 0.0% | 0.0% | 251 | +768 | 34.94% | Q4 2025 | Jan 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 3,168 | 328 | 0.02% | 0.02% | 252 | +268 | 9.24% | Q4 2025 | Jan 13, 2026 |
| L & S Advisors Inc | History | New | 3,147 | 326 | 0.03% | — | 253 | +3,147 | New | Q4 2025 | Feb 05, 2026 |
| Walleye Capital LLC | History | Added to | 3,119 | 323 | 0.0% | 0.0% | 254 | +235 | 8.15% | Q4 2025 | Feb 13, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 1,658 | 322 | 0.76% | 0.86% | 255 | -1,630 | -49.57% | Q4 2025 | Jan 20, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 3,079 | 319 | 0.26% | 0.58% | 256 | -4,008 | -56.55% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | New | 3,016 | 312 | 0.01% | — | 257 | +3,016 | New | Q4 2025 | Feb 09, 2026 |
| SOL Capital Management CO | History | No change | 3,000 | 311 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,950 | 305 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Keudell/Morrison Wealth Management | History | New | 2,795 | 289 | 0.06% | — | 260 | +2,795 | New | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 2,779 | 287 | 0.01% | — | 261 | +2,779 | New | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,262 | 280 | 0.01% | 0.01% | 262 | +936 | 70.59% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 2,700 | 279 | 0.0% | 0.0% | 263 | -17,375 | -86.55% | Q4 2025 | Feb 10, 2026 |
| Choate Investment Advisors | History | No change | 2,646 | 274 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Talisman Wealth Advisors LLC | History | New | 4,540 | 270 | 0.21% | — | 266 | +4,540 | New | Q4 2025 | Feb 20, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 2,607 | 270 | 0.06% | — | 265 | +2,607 | New | Q4 2025 | Feb 11, 2026 |
| West Tower Group, LLC | History | New | 2,600 | 269 | 0.61% | — | 267 | +2,600 | New | Q4 2025 | Feb 04, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 2,582 | 267 | 0.13% | 0.06% | 268 | +84 | 3.36% | Q4 2025 | Feb 06, 2026 |
| Claris Financial LLC | History | New | 2,560 | 265 | 0.14% | — | 269 | +2,560 | New | Q4 2025 | Feb 19, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,535 | 262 | 0.18% | 0.17% | 270 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Essex Financial Services, Inc. | History | New | 2,477 | 256 | 0.01% | — | 271 | +2,477 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,439 | 252 | 0.02% | 0.01% | 272 | +664 | 37.41% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,412 | 249 | 0.0% | 0.0% | 273 | -60 | -2.43% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,390 | 247 | 0.0% | 0.0% | 274 | -15,478 | -86.62% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,335 | 241 | 0.01% | — | 275 | +2,335 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | No change | 2,300 | 238 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 2,281 | 236 | 0.0% | 0.01% | 277 | -400 | -14.92% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 2,252 | 233 | 0.01% | 0.02% | 279 | -2,484 | -52.45% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,036 | 233 | 0.01% | 0.0% | 278 | +520 | 20.67% | Q4 2025 | Feb 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,217 | 229 | 0.03% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ardent Capital Management, Inc. | History | No change | 2,195 | 227 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,173 | 225 | 0.0% | — | 283 | +2,173 | New | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,172 | 225 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,161 | 223 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kaizen Financial Strategies | History | New | 2,144 | 222 | 0.1% | — | 285 | +2,144 | New | Q4 2025 | Jan 21, 2026 |
| Ground Swell Capital, LLC | History | New | 2,134 | 221 | 0.45% | — | 286 | +2,134 | New | Q4 2025 | Feb 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 2,100 | 217 | 0.02% | — | 287 | +2,100 | New | Q4 2025 | Jan 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 2,078 | 215 | 0.0% | — | 288 | +2,078 | New | Q4 2025 | Feb 18, 2026 |
| Crescent Grove Advisors, LLC | History | New | 2,070 | 214 | 0.02% | — | 289 | +2,070 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,020 | 209 | 0.0% | 0.01% | 290 | -7,390 | -78.53% | Q4 2025 | Feb 13, 2026 |
| Auour Investments LLC | History | Reduced | 2,022 | 209 | 0.07% | 0.09% | 291 | -881 | -30.35% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group | History | New | 2,003 | 207 | 0.02% | — | 294 | +2,003 | New | Q4 2025 | Feb 06, 2026 |
| INGALLS & SNYDER LLC | History | New | 2,000 | 207 | 0.01% | — | 292 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| Allegheny Financial Group | History | New | 2,000 | 207 | 0.03% | — | 295 | +2,000 | New | Q4 2025 | Feb 02, 2026 |
| Main Management LLC | History | No change | 2,000 | 207 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rathbones Group PLC | History | New | 1,975 | 204 | 0.0% | — | 297 | +1,975 | New | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,970 | 204 | 0.0% | — | 296 | +1,970 | New | Q4 2025 | Feb 18, 2026 |
| Nelson Capital Management, LLC | History | New | 1,963 | 203 | 0.02% | — | 298 | +1,963 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,945 | 201 | 0.02% | 0.01% | 299 | +2 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,806 | 187 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Solstein Capital, LLC | History | No change | 1,793 | 185 | 0.07% | 0.04% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,599 | 166 | 0.01% | 0.01% | 302 | +17 | 1.07% | Q4 2025 | Feb 13, 2026 |
| WORMSER FRERES GESTION | History | Reduced | 1,535 | 157 | 0.09% | 0.1% | 303 | -465 | -23.25% | Q4 2025 | Feb 10, 2026 |
| Friedenthal Financial | History | Reduced | 1,495 | 154 | 0.08% | 0.08% | 304 | -208 | -12.21% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,483 | 153 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,440 | 149 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | No change | 1,427 | 147 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 1,360 | 140 | 0.0% | 0.0% | 308 | +129 | 10.48% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,251 | 129 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Added to | 1,199 | 124 | 0.02% | 0.01% | 310 | +562 | 88.23% | Q4 2025 | Jan 14, 2026 |
| Ancora Advisors LLC | History | Added to | 1,132 | 117 | 0.0% | 0.0% | 311 | +27 | 2.44% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,120 | 116 | 0.03% | 0.01% | 313 | +605 | 117.48% | Q4 2025 | Feb 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,125 | 116 | 0.01% | 0.01% | 312 | +38 | 3.5% | Q4 2025 | Jan 08, 2026 |
| Canton Hathaway, LLC | History | Reduced | 1,110 | 115 | 0.02% | 0.04% | 314 | -1,266 | -53.28% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 965 | 99 | 0.0% | 0.0% | 315 | +200 | 26.14% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 951 | 98 | 0.0% | — | 316 | +951 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 954 | 98 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 877 | 90 | 0.0% | 0.0% | 319 | +166 | 23.35% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 788 | 90 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Operose Advisors LLC | History | Added to | 809 | 83 | 0.02% | 0.01% | 320 | +297 | 58.01% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 800 | 82 | 0.01% | 0.15% | 321 | -9,946 | -92.56% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 774 | 81 | 0.0% | — | 322 | +774 | New | Q4 2025 | Jan 27, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 750 | 77 | 0.0% | — | 324 | +750 | New | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 744 | 77 | 0.0% | 0.0% | 323 | +356 | 91.75% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 640 | 66 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 598 | 61 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| ASSETMARK, INC | History | No change | 572 | 59 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Independence Bank of Kentucky | History | No change | 545 | 56 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 540 | 55 | 0.03% | 0.07% | 329 | -532 | -49.63% | Q4 2025 | Jan 26, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 500 | 51 | 0.01% | 0.04% | 330 | -1,250 | -71.43% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 500 | 51 | 0.0% | — | 331 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 500 | 51 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | No change | 500 | 51 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 485 | 50 | 0.01% | 0.01% | 334 | +51 | 11.75% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 479 | 49 | 0.02% | 0.01% | 335 | +229 | 91.6% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 450 | 46 | 0.01% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | Added to | 403 | 41 | 0.03% | 0.01% | 337 | +300 | 291.26% | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,LLC | History | New | 378 | 39 | 0.02% | — | 338 | +378 | New | Q4 2025 | Feb 18, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 323 | 33 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | No change | 313 | 32 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 304 | 31 | 0.0% | — | 341 | +304 | New | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 31 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 296 | 30 | 0.02% | 0.02% | 343 | +124 | 72.09% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | New | 287 | 29 | 0.0% | — | 345 | +287 | New | Q4 2025 | Jan 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 288 | 29 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 242 | 25 | 0.01% | — | 346 | +242 | New | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 240 | 24 | 0.0% | — | 348 | +240 | New | Q4 2025 | Jan 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 240 | 24 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 206 | 21 | 0.01% | — | 349 | +206 | New | Q4 2025 | Feb 13, 2026 |
| BOCHK Asset Management Ltd | History | Reduced | 200 | 20 | 0.01% | 0.01% | 351 | -400 | -66.67% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 201 | 20 | 0.0% | 0.0% | 350 | -74 | -26.91% | Q4 2025 | Feb 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 200 | 20 | 0.03% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 180 | 18 | 0.0% | 0.0% | 353 | -58 | -24.37% | Q4 2025 | Feb 12, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 150 | 15 | 0.01% | 0.03% | 356 | -500 | -76.92% | Q4 2025 | Jan 20, 2026 |
| Advisors Preferred, LLC | History | New | 148 | 15 | 0.0% | — | 355 | +148 | New | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 135 | 15 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Advocates LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roxbury Financial LLC | History | No change | 144 | 14 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 101 | 10 | 0.0% | — | 361 | +101 | New | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 100 | 10 | 0.0% | — | 360 | +100 | New | Q4 2025 | Feb 03, 2026 |
| Bangor Savings Bank | History | No change | 100 | 10 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 96 | 9 | 0.0% | — | 364 | +96 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | No change | 90 | 9 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Reduced | 68 | 7 | 0.0% | 0.0% | 365 | -754 | -91.73% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 66 | 6 | 0.0% | 0.0% | 367 | -6 | -8.33% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JDM Financial Group LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 49 | 5 | 0.0% | 0.0% | 369 | -212 | -81.23% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 52 | 5 | 0.0% | — | 371 | +52 | New | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 50 | 5 | 0.0% | — | 372 | +50 | New | Q4 2025 | Jan 30, 2026 |
| Asset Dedication, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 39 | 4 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 38 | 3 | 0.0% | — | 376 | +38 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 374 | +11 | 61.11% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 380 | -50 | -64.1% | Q4 2025 | Feb 03, 2026 |
| Stone House Investment Management, LLC | History | New | 27 | 2 | 0.0% | — | 378 | +27 | New | Q4 2025 | Jan 21, 2026 |
| Beacon Capital Management, Inc. | History | New | 22 | 2 | 0.0% | — | 377 | +22 | New | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 15 | 1 | 0.0% | — | 381 | +15 | New | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 15 | 1 | 0.0% | — | 382 | +15 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 11 | 1 | 0.0% | — | 384 | +11 | New | Q4 2025 | Jan 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 18 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Closed out | 0 | 0 | — | 1.09% | — | -2,303,550 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.12% | — | -178,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -55,426 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -40,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -32,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.16% | — | -22,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,978 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,385 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,351 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,850 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,267 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.05% | — | -5,381 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,161 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,801 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,149 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,950 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEARLE & CO. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,620 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IAM Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,473 | -100.0% | Q3 2025 | Oct 20, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.02% | — | -557 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -544 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -368 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -152 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Imprint Wealth LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -7 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |