SPDR SERIES TRUST - XOP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 6,543,278 | 826,154 | 0.1% | 0.06% | 1 | +2,785,851 | 74.14% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,343,463 | 548,405 | 0.06% | 0.08% | 2 | -938,179 | -17.76% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,042,864 | 510,451 | 0.04% | 0.04% | 3 | -632,462 | -13.53% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 3,290,700 | 415,483 | 4.81% | — | 4 | +3,290,700 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,171,640 | 400,451 | 0.18% | 0.2% | 5 | -221,766 | -6.54% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 3,099,500 | 391,342 | 0.65% | 0.73% | 6 | +50,500 | 1.66% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,958,645 | 373,558 | 0.06% | 0.03% | 7 | +1,270,524 | 75.26% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,662,774 | 336,201 | 0.05% | 0.05% | 8 | +118,563 | 4.66% | Q4 2025 | Feb 17, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 2,398,400 | 302,821 | 1.34% | 1.4% | 9 | -1,600 | -0.07% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,201,672 | 277,983 | 0.04% | 0.04% | 10 | +460,172 | 26.42% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 2,077,722 | 262,333 | 0.06% | 0.02% | 11 | +1,307,740 | 169.84% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,033,968 | 256,808 | 0.02% | 0.02% | 12 | -157,678 | -7.19% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,647,378 | 207,997 | 0.41% | 0.51% | 13 | -434,522 | -20.87% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,322,197 | 166,940 | 0.31% | 136.63% | 14 | +1,099,591 | 493.96% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,309,691 | 165,361 | 0.07% | 0.1% | 15 | -414,199 | -24.03% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 650,000 | 82,069 | 2.26% | 2.62% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 500,500 | 63,193 | 1.37% | 1.9% | 17 | -114,000 | -18.55% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 491,415 | 62,046 | 0.1% | 0.1% | 18 | -14,234 | -2.81% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 485,400 | 61,286 | 0.08% | 0.09% | 19 | -58,900 | -10.82% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 480,500 | 60,667 | 0.09% | 0.1% | 20 | -1,241 | -0.26% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 458,394 | 57,876 | 0.08% | 0.01% | 21 | +420,595 | 1112.71% | Q4 2025 | Feb 17, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 418,000 | 52,776 | 4.91% | 3.72% | 22 | -2,000 | -0.48% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 392,197 | 49,518 | 0.05% | 0.01% | 23 | +330,589 | 536.6% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 391,300 | 49,405 | 0.14% | 0.15% | 24 | -54,000 | -12.13% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 383,331 | 48,399 | 0.01% | 0.0% | 25 | +271,214 | 241.9% | Q4 2025 | Feb 13, 2026 |
| Vanderbilt University | History | Added to | 362,028 | 45,709 | 7.8% | 7.89% | 26 | +2,600 | 0.72% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 328,076 | 41,423 | 0.01% | — | 27 | +328,076 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Wealth Management LLC | History | Added to | 235,924 | 29,787 | 14.38% | 9.81% | 28 | +94,195 | 66.46% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | New | 222,463 | 28,088 | 0.03% | — | 29 | +222,463 | New | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 200,000 | 25,252 | 2.35% | — | 31 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 200,000 | 25,252 | 0.36% | 0.41% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | No change | 186,800 | 23,585 | 0.04% | 0.11% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 185,968 | 23,480 | 1.8% | 1.11% | 33 | +85,466 | 85.04% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 157,671 | 19,907 | 0.01% | 0.01% | 34 | -12,907 | -7.57% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Added to | 148,500 | 18,749 | 0.02% | 0.02% | 35 | +3,000 | 2.06% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Reduced | 128,300 | 16,199 | 0.03% | 0.36% | 36 | -1,722,100 | -93.07% | Q4 2025 | Mar 12, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 125,000 | 15,782 | 0.26% | — | 37 | +125,000 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | New | 115,235 | 14,549 | 0.01% | — | 38 | +115,235 | New | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 107,076 | 13,519 | 0.03% | 0.05% | 39 | -142,225 | -57.05% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 103,900 | 13,118 | 0.01% | 0.01% | 40 | +49,753 | 91.89% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 97,168 | 12,268 | 0.0% | 0.02% | 41 | -2,957,552 | -96.82% | Q4 2025 | Feb 11, 2026 |
| SoftVest Advisors, LLC | History | No change | 83,000 | 10,479 | 2.3% | 2.23% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 79,193 | 9,998 | 0.05% | — | 43 | +79,193 | New | Q4 2025 | Feb 18, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 76,745 | 9,689 | 0.92% | 0.96% | 44 | +9,815 | 14.66% | Q4 2025 | Feb 13, 2026 |
| ARP Global Capital Ltd | History | New | 76,000 | 9,595 | 2.9% | — | 45 | +76,000 | New | Q4 2025 | Mar 12, 2026 |
| ALLIANZ SE | History | Added to | 63,025 | 7,957 | 0.1% | 0.16% | 46 | +7,000 | 12.49% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 62,500 | 7,891 | 0.21% | — | 47 | +62,500 | New | Q4 2025 | Feb 12, 2026 |
| Skylands Capital, LLC | History | Added to | 61,630 | 7,781 | 1.06% | 0.76% | 48 | +20,250 | 48.94% | Q4 2025 | Jan 30, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 60,980 | 7,699 | 1.49% | 1.57% | 49 | +1,371 | 2.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 56,218 | 7,098 | 0.0% | 0.0% | 50 | +15,419 | 37.79% | Q4 2025 | Feb 12, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 54,508 | 6,882 | 0.55% | 0.64% | 51 | +1,264 | 2.37% | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Added to | 49,664 | 6,694 | 0.23% | 0.2% | 52 | +6,047 | 13.86% | Q4 2025 | Jan 27, 2026 |
| SummitTX Capital, L.P. | History | Added to | 50,520 | 6,378 | 0.19% | 0.04% | 53 | +43,551 | 624.92% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 50,000 | 6,313 | 0.01% | — | 54 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 48,649 | 6,142 | 4.2% | 3.08% | 55 | +21,435 | 78.76% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 48,399 | 6,110 | 0.0% | 0.0% | 56 | +13,351 | 38.09% | Q4 2025 | Feb 18, 2026 |
| Condire Management, LP | History | New | 41,028 | 5,180 | 0.54% | — | 57 | +41,028 | New | Q4 2025 | Feb 17, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Added to | 40,000 | 5,050 | 1.45% | 1.48% | 58 | +7,000 | 21.21% | Q4 2025 | Feb 02, 2026 |
| Modus Advisors, LLC | History | Reduced | 39,988 | 5,048 | 1.33% | 1.49% | 59 | -1,454 | -3.51% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 39,900 | 5,037 | 0.02% | 0.03% | 60 | -10,683 | -21.12% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 37,904 | 4,786 | 0.01% | 0.11% | 61 | -215,690 | -85.05% | Q4 2025 | Jan 09, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 37,469 | 4,730 | 1.96% | — | 62 | +37,469 | New | Q4 2025 | Jan 28, 2026 |
| Centiva Capital, LP | History | No change | 36,800 | 4,646 | 0.04% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 34,899 | 4,406 | 0.02% | 0.08% | 64 | -94,152 | -72.96% | Q4 2025 | Feb 09, 2026 |
| Itau Unibanco Holding S.A. | History | New | 34,800 | 4,393 | 0.11% | — | 65 | +34,800 | New | Q4 2025 | Feb 13, 2026 |
| Maven Securities LTD | History | New | 33,886 | 4,280 | 0.09% | — | 66 | +33,886 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 33,175 | 4,188 | 0.1% | 0.05% | 67 | +17,525 | 111.98% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 32,531 | 4,107 | 0.03% | — | 68 | +32,531 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,258 | 3,948 | 0.01% | 0.01% | 69 | +942 | 3.11% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 31,150 | 3,932 | 0.09% | 0.05% | 70 | +8,200 | 35.73% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,534 | 3,728 | 0.0% | 0.0% | 71 | +2,647 | 9.84% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,581 | 3,482 | 0.0% | 0.0% | 72 | +201 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | New | 26,852 | 3,390 | 0.21% | — | 73 | +26,852 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,820 | 3,386 | 0.0% | 0.0% | 74 | +9,009 | 50.58% | Q4 2025 | Feb 06, 2026 |
| ArchPoint Investors | History | No change | 24,933 | 3,148 | 0.75% | 0.9% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,364 | 3,076 | 0.06% | 0.08% | 76 | -1,763 | -6.75% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 22,430 | 2,831 | 0.17% | 0.17% | 77 | +858 | 3.98% | Q4 2025 | Jan 15, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 21,902 | 2,765 | 0.44% | 0.44% | 78 | +4,162 | 23.46% | Q4 2025 | Feb 12, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 21,494 | 2,713 | 0.61% | 0.67% | 79 | -358 | -1.64% | Q4 2025 | Feb 06, 2026 |
| NOMURA HOLDINGS INC | History | New | 20,000 | 2,525 | 0.0% | — | 80 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 19,325 | 2,439 | 1.12% | 1.28% | 81 | -539 | -2.71% | Q4 2025 | Jan 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 18,912 | 2,380 | 0.02% | 0.02% | 82 | -3,458 | -15.46% | Q4 2025 | Feb 17, 2026 |
| Carrera Capital Advisors | History | Added to | 18,417 | 2,325 | 0.39% | 0.37% | 83 | +2,614 | 16.54% | Q4 2025 | Jan 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 18,278 | 2,298 | 0.03% | — | 84 | +18,278 | New | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 17,955 | 2,266 | 0.05% | — | 85 | +17,955 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 17,468 | 2,205 | 0.0% | 0.0% | 86 | +4,353 | 33.19% | Q4 2025 | Feb 17, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 17,313 | 2,185 | 0.68% | 0.74% | 87 | -631 | -3.52% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,116 | 2,161 | 0.01% | 0.01% | 88 | -1,421 | -7.67% | Q4 2025 | Feb 05, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 16,992 | 2,145 | 0.13% | 0.16% | 89 | -783 | -4.41% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 16,770 | 2,117 | 0.01% | 0.0% | 90 | +10,770 | 179.5% | Q4 2025 | Jan 26, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 10,646 | 2,039 | 0.79% | 0.74% | 91 | -927 | -8.01% | Q4 2025 | Feb 17, 2026 |
| Nikulski Financial, Inc. | History | Added to | 15,758 | 1,989 | 0.48% | 0.18% | 92 | +10,225 | 184.8% | Q4 2025 | Jan 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 15,716 | 1,984 | 0.0% | 0.0% | 93 | +211 | 1.36% | Q4 2025 | Jan 30, 2026 |
| SPX Gestao de Recursos Ltda | History | Added to | 15,000 | 1,893 | 0.19% | 0.15% | 95 | +1,000 | 7.14% | Q4 2025 | Feb 13, 2026 |
| CAZ INVESTMENTS LP | History | No change | 15,000 | 1,893 | 3.28% | 3.69% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,923 | 1,884 | 0.0% | 0.0% | 96 | -21,026 | -58.49% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,843 | 1,880 | 0.04% | 0.04% | 97 | +942 | 7.92% | Q4 2025 | Feb 09, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 14,223 | 1,795 | 0.34% | 0.4% | 98 | -1,149 | -7.47% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,377 | 1,781 | 0.0% | 0.0% | 99 | +8,575 | 62.13% | Q4 2025 | Mar 09, 2026 |
| Quarry LP | History | Reduced | 13,445 | 1,697 | 0.27% | 0.59% | 100 | -6,853 | -33.76% | Q4 2025 | Feb 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 12,964 | 1,637 | 0.14% | 0.16% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sender Co & Partners, Inc. | History | New | 12,936 | 1,633 | 0.76% | — | 102 | +12,936 | New | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 12,682 | 1,601 | 0.59% | 0.65% | 103 | -939 | -6.89% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,631 | 1,594 | 0.0% | 0.0% | 104 | -37 | -0.29% | Q4 2025 | Feb 18, 2026 |
| Anson Capital, Inc. | History | Added to | 12,515 | 1,580 | 1.15% | 1.1% | 105 | +1,459 | 13.2% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 12,265 | 1,548 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,795 | 1,489 | 0.0% | 0.01% | 107 | -21,725 | -64.81% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 11,353 | 1,433 | 0.0% | 0.0% | 108 | +348 | 3.16% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 11,323 | 1,429 | 0.01% | — | 110 | +11,323 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,325 | 1,429 | 0.2% | 0.25% | 109 | -1,418 | -11.13% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 11,187 | 1,412 | 0.0% | 0.0% | 111 | -244 | -2.13% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,157 | 1,408 | 0.01% | 0.0% | 112 | +6,863 | 159.83% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 10,282 | 1,298 | 0.01% | — | 113 | +10,282 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 10,173 | 1,284 | 0.02% | 0.01% | 114 | -361 | -3.43% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 10,044 | 1,268 | 0.0% | 0.0% | 115 | +2,491 | 32.98% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,990 | 1,261 | 0.01% | 0.01% | 116 | +16 | 0.16% | Q4 2025 | Jan 28, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 9,873 | 1,246 | 0.06% | 0.03% | 117 | +7,307 | 284.76% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Reduced | 9,621 | 1,214 | 0.01% | 0.02% | 118 | -3,350 | -25.83% | Q4 2025 | Jan 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,601 | 1,212 | 0.04% | 0.04% | 119 | -1,202 | -11.13% | Q4 2025 | Jan 09, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 9,383 | 1,187 | 0.28% | 0.33% | 120 | -2,193 | -18.94% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,195 | 1,160 | 0.0% | 0.0% | 121 | -831 | -8.29% | Q4 2025 | Feb 06, 2026 |
| Convergence Financial, LLC | History | Reduced | 8,965 | 1,131 | 0.17% | 0.18% | 122 | -302 | -3.26% | Q4 2025 | Feb 11, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 8,841 | 1,116 | 0.28% | 0.33% | 123 | -841 | -8.69% | Q4 2025 | Jan 23, 2026 |
| CTC LLC | History | No change | 86 | 1,085 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 8,534 | 1,078 | 0.07% | 0.08% | 125 | -599 | -6.56% | Q4 2025 | Jan 09, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 8,523 | 1,076 | 0.16% | 0.17% | 126 | -167 | -1.92% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,409 | 1,061 | 0.0% | 0.0% | 127 | -13,002 | -60.73% | Q4 2025 | Feb 02, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 8,355 | 1,054 | 0.38% | 0.45% | 128 | -218 | -2.54% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,783 | 982 | 0.02% | 0.02% | 129 | -1,279 | -14.11% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,619 | 961 | 0.0% | 0.0% | 130 | +1,044 | 15.88% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,552 | 953 | 0.0% | 0.0% | 131 | -10,184 | -57.42% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 7,491 | 946 | 0.0% | 0.0% | 132 | -310 | -3.97% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,466 | 942 | 0.05% | 0.06% | 133 | -23 | -0.31% | Q4 2025 | Feb 10, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,352 | 928 | 0.34% | 0.35% | 134 | -14 | -0.19% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,192 | 908 | 0.0% | 0.0% | 136 | +616 | 9.37% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,189 | 908 | 0.0% | 0.0% | 135 | -203 | -2.75% | Q4 2025 | Feb 11, 2026 |
| E&G Advisors, LP | History | Reduced | 7,180 | 906 | 0.2% | 0.22% | 137 | -50 | -0.69% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,069 | 892 | 0.0% | 0.0% | 138 | -140 | -1.94% | Q4 2025 | Mar 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,940 | 876 | 0.01% | 0.01% | 139 | -1,044 | -13.08% | Q4 2025 | Jan 29, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 6,827 | 861 | 0.02% | 0.01% | 140 | +2,500 | 57.78% | Q4 2025 | Feb 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 6,600 | 833 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,550 | 827 | 0.0% | 0.0% | 142 | -20 | -0.3% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 6,337 | 800 | 0.0% | 0.0% | 143 | +3,712 | 141.41% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 6,315 | 797 | 0.22% | 0.54% | 144 | -7,681 | -54.88% | Q4 2025 | Jan 26, 2026 |
| Gainplan LLC | History | Added to | 6,221 | 785 | 0.29% | 0.33% | 145 | +264 | 4.43% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,176 | 779 | 0.0% | 0.0% | 146 | -32,915 | -84.2% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | New | 6,166 | 778 | 0.0% | — | 147 | +6,166 | New | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,021 | 760 | 0.02% | 0.03% | 148 | -782 | -11.49% | Q4 2025 | Feb 13, 2026 |
| DLD Asset Management, LP | History | New | 6,000 | 757 | 0.06% | — | 149 | +6,000 | New | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 6,000 | 757 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockingstone Advisors LLC | History | Added to | 5,870 | 741 | 0.34% | 0.37% | 151 | +260 | 4.63% | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,845 | 738 | 0.02% | 0.02% | 152 | +146 | 2.56% | Q4 2025 | Jan 23, 2026 |
| Paragon Capital Management LLC | History | Reduced | 5,772 | 728 | 0.37% | 0.41% | 153 | -642 | -10.01% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 5,728 | 723 | 0.0% | 0.0% | 154 | +2,325 | 68.32% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,500 | 699 | 0.0% | 0.0% | 155 | -300 | -5.17% | Q4 2025 | Feb 18, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,526 | 697 | 0.0% | 0.0% | 156 | -241 | -4.18% | Q4 2025 | Feb 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 5,355 | 676 | 0.16% | 0.19% | 157 | -500 | -8.54% | Q4 2025 | Jan 20, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,312 | 670 | 0.06% | 0.05% | 158 | +1,567 | 41.84% | Q4 2025 | Jan 30, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 5,301 | 669 | 0.55% | — | 159 | +5,301 | New | Q4 2025 | Jan 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,254 | 669 | 0.0% | 0.0% | 160 | +3,147 | 149.36% | Q4 2025 | Jan 27, 2026 |
| Cordoba Advisory Partners LLC | History | New | 5,128 | 647 | 0.16% | — | 161 | +5,128 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,064 | 639 | 0.0% | 0.0% | 162 | +90 | 1.81% | Q4 2025 | Jan 30, 2026 |
| Mirabaud & Cie SA | History | No change | 5,000 | 631 | 0.2% | 0.21% | 163 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hara Capital LLC | History | No change | 5,000 | 631 | 0.35% | 0.39% | 164 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Argent Trust Co | History | No change | 4,996 | 630 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,965 | 626 | 0.05% | 0.05% | 166 | +109 | 2.24% | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | New | 4,854 | 612 | 0.05% | — | 167 | +4,854 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,855 | 612 | 0.01% | 0.02% | 168 | -600 | -11.0% | Q4 2025 | Feb 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,805 | 606 | 0.1% | — | 169 | +4,805 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,728 | 593 | 0.0% | 0.0% | 170 | -94 | -1.95% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,557 | 575 | 0.0% | 0.0% | 171 | -1,722 | -27.42% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,449 | 561 | 0.03% | 0.03% | 172 | +273 | 6.54% | Q4 2025 | Jan 27, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 4,413 | 557 | 0.07% | 0.08% | 173 | +749 | 20.44% | Q4 2025 | Feb 17, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 4,389 | 554 | 0.24% | 0.26% | 174 | +38 | 0.87% | Q4 2025 | Jan 26, 2026 |
| NATIXIS | History | Added to | 4,323 | 545 | 0.0% | 0.0% | 175 | +1,664 | 62.58% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,294 | 542 | 0.0% | 0.0% | 176 | -8 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Concorde Financial Corp | History | No change | 3,462 | 483 | 0.37% | 0.25% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 3,817 | 481 | 0.03% | 0.02% | 178 | +906 | 31.12% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 3,797 | 479 | 0.01% | 0.01% | 179 | +822 | 27.63% | Q4 2025 | Mar 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,759 | 474 | 0.02% | 0.05% | 180 | -4,746 | -55.8% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,742 | 472 | 0.02% | 0.04% | 181 | -1,013 | -21.3% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,718 | 469 | 0.0% | 0.01% | 182 | -5,218 | -58.39% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 3,640 | 459 | 0.0% | 0.0% | 183 | +1,254 | 52.56% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,584 | 453 | 0.01% | — | 184 | +3,584 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,510 | 443 | 0.01% | — | 185 | +3,510 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 3,510 | 443 | 0.02% | 0.04% | 186 | -1,037 | -22.81% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 3,499 | 441 | 0.0% | 0.0% | 187 | +130 | 3.86% | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 3,492 | 440 | 0.1% | 0.13% | 188 | -290 | -7.67% | Q4 2025 | Feb 17, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 3,479 | 439 | 0.32% | 0.43% | 189 | -720 | -17.15% | Q4 2025 | Jan 12, 2026 |
| J. Goldman & Co LP | History | No change | 3,369 | 425 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,246 | 409 | 0.0% | 0.0% | 192 | +1,773 | 120.37% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 3,247 | 409 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | New | 3,215 | 405 | 0.02% | — | 193 | +3,215 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,142 | 396 | 0.0% | 0.0% | 194 | +615 | 24.34% | Q4 2025 | Feb 18, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,093 | 390 | 0.01% | 0.01% | 195 | +93 | 3.1% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Added to | 2,999 | 378 | 0.12% | 0.12% | 196 | +351 | 13.26% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,937 | 370 | 0.02% | 0.01% | 197 | -126 | -4.11% | Q4 2025 | Feb 17, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 2,915 | 368 | 0.11% | — | 198 | +2,915 | New | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,825 | 356 | 0.0% | — | 199 | +2,825 | New | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | No change | 2,775 | 350 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Endowment Management, LP | History | No change | 2,700 | 341 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,690 | 339 | 0.0% | 0.0% | 202 | +1,040 | 63.03% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,653 | 335 | 0.02% | 0.02% | 203 | -151 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,661 | 335 | 0.0% | 0.0% | 204 | -25 | -0.93% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,644 | 333 | 0.02% | 0.02% | 205 | -65 | -2.4% | Q4 2025 | Jan 26, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 2,628 | 331 | 0.18% | 0.2% | 206 | -34 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,526 | 318 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 2,502 | 315 | 0.0% | 0.0% | 208 | -3,618 | -59.12% | Q4 2025 | Jan 29, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 2,500 | 315 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,480 | 313 | 0.11% | 0.12% | 210 | -220 | -8.15% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | No change | 2,441 | 308 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,432 | 307 | 0.0% | 0.0% | 212 | +836 | 52.38% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,407 | 304 | 0.0% | 0.0% | 213 | +12 | 0.5% | Q4 2025 | Jan 26, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 2,500 | 299 | 0.1% | 0.12% | 214 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,361 | 298 | 0.03% | 0.04% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,322 | 293 | 0.01% | 0.01% | 216 | +54 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,283 | 288 | 0.0% | 0.0% | 217 | +376 | 19.72% | Q4 2025 | Feb 17, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 2,233 | 281 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,154 | 272 | 0.0% | — | 219 | +2,154 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,149 | 271 | 0.0% | 0.0% | 220 | -96 | -4.28% | Q4 2025 | Jan 26, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 2,150 | 271 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,138 | 269 | 0.0% | 0.0% | 222 | -322 | -13.09% | Q4 2025 | Feb 12, 2026 |
| Cresta Advisors, Ltd. | History | No change | 2,100 | 265 | 0.11% | 0.12% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 2,097 | 264 | 0.01% | — | 225 | +2,097 | New | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | New | 2,095 | 264 | 0.01% | — | 224 | +2,095 | New | Q4 2025 | Feb 04, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,039 | 257 | 0.04% | 0.05% | 226 | -50 | -2.39% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 2,022 | 255 | 0.68% | 0.71% | 227 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 2,000 | 252 | 0.09% | — | 228 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,960 | 247 | 0.03% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INSIGHT 2811, INC. | History | No change | 1,949 | 246 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,907 | 240 | 0.03% | 0.04% | 231 | -314 | -14.14% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 1,900 | 239 | 0.03% | — | 232 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| Crestmont Private Wealth LLC | History | No change | 1,856 | 234 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,845 | 232 | 0.01% | 0.01% | 234 | -450 | -19.61% | Q4 2025 | Jan 12, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,825 | 230 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 1,816 | 229 | 0.03% | 0.04% | 236 | -213 | -10.5% | Q4 2025 | Jan 12, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 1,786 | 225 | 0.0% | 0.01% | 237 | -1,615 | -47.49% | Q4 2025 | Feb 17, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 1,777 | 224 | 0.13% | 0.15% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 1,748 | 220 | 0.16% | 0.19% | 240 | -114 | -6.12% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,744 | 220 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 1,726 | 217 | 0.01% | 0.01% | 241 | -135 | -7.25% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 1,702 | 214 | 0.0% | 0.0% | 242 | +463 | 37.37% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,670 | 209 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 1,644 | 207 | 0.15% | 0.22% | 244 | -718 | -30.4% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,624 | 205 | 0.0% | 0.01% | 245 | -61 | -3.62% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,629 | 205 | 0.01% | 0.01% | 246 | +3 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,582 | 199 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 1,551 | 195 | 0.0% | 0.0% | 248 | -26 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,374 | 173 | 0.01% | 0.01% | 249 | +9 | 0.66% | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,186 | 149 | 0.0% | 0.0% | 250 | +40 | 3.49% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,144 | 144 | 0.01% | 0.01% | 251 | -15 | -1.29% | Q4 2025 | Jan 20, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 1,054 | 133 | 0.04% | 0.03% | 252 | +304 | 40.53% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,030 | 129 | 0.0% | 0.0% | 253 | -30 | -2.83% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 946 | 119 | 0.0% | 0.0% | 254 | +19 | 2.05% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 906 | 114 | 0.11% | — | 255 | +906 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 874 | 110 | 0.0% | — | 256 | +874 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 800 | 101 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DV Trading LLC | History | New | 745 | 94 | 0.0% | — | 258 | +745 | New | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 750 | 94 | 0.03% | 0.04% | 259 | -256 | -25.45% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 713 | 90 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 652 | 82 | 0.03% | 0.03% | 261 | -3 | -0.46% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 600 | 75 | 0.0% | — | 264 | +600 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 600 | 75 | 0.0% | 0.01% | 262 | +2 | 0.33% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 75 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | No change | 500 | 63 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Provident Wealth Management, LLC | History | No change | 455 | 57 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | No change | 442 | 55 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEXFORD CAPITAL LP | History | New | 358 | 45 | 0.01% | — | 268 | +358 | New | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | Reduced | 350 | 44 | 0.01% | 0.04% | 269 | -530 | -60.23% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 346 | 43 | 0.0% | 0.0% | 270 | -6 | -1.7% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Reduced | 330 | 42 | 0.0% | 0.0% | 271 | -28 | -7.82% | Q4 2025 | Feb 02, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 335 | 42 | 0.01% | 0.01% | 272 | +3 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 331 | 41 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 287 | 36 | 0.0% | 0.0% | 276 | -20 | -6.51% | Q4 2025 | Jan 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 287 | 36 | 0.0% | 0.0% | 274 | +2 | 0.7% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 288 | 36 | 0.0% | 0.0% | 275 | -2 | -0.69% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 277 | 34 | 0.0% | 0.0% | 277 | -4 | -1.42% | Q4 2025 | Jan 08, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 257 | 32 | 0.01% | 0.01% | 278 | +2 | 0.78% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 253 | 31 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | No change | 252 | 31 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 235 | 29 | 0.03% | — | 282 | +235 | New | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 234 | 29 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 229 | 28 | 0.0% | 0.0% | 283 | -22 | -8.76% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 226 | 28 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Your Advocates Ltd., LLP | History | No change | 222 | 28 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | New | 200 | 25 | 0.01% | — | 287 | +200 | New | Q4 2025 | Jan 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 25 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 168 | 21 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 171 | 21 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 135 | 20 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 160 | 20 | 0.0% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Spire Wealth Management | History | Reduced | 150 | 18 | 0.0% | 0.0% | 292 | -13 | -7.98% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 138 | 17 | 0.0% | 0.05% | 293 | -5,168 | -97.4% | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | Reduced | 131 | 16 | 0.0% | 0.03% | 294 | -8,551 | -98.49% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 127 | 16 | 0.01% | — | 295 | +127 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 125 | 15 | 0.0% | — | 296 | +125 | New | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | No change | 121 | 15 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | No change | 119 | 15 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stephens Consulting, LLC | History | No change | 118 | 14 | 0.0% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 98 | 12 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 90 | 11 | 0.0% | — | 303 | +90 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 95 | 11 | 0.0% | 0.0% | 304 | +36 | 61.02% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 92 | 11 | 0.0% | 0.0% | 302 | -23 | -20.0% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | No change | 82 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | Added to | 74 | 9 | 0.0% | 0.0% | 306 | +35 | 89.74% | Q4 2025 | Jan 21, 2026 |
| Luminist Capital LLC | History | No change | 74 | 9 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 71 | 8 | 0.01% | — | 308 | +71 | New | Q4 2025 | Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 63 | 7 | 0.0% | 0.0% | 309 | -151 | -70.56% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 50 | 6 | 0.0% | 0.01% | 310 | -150 | -75.0% | Q4 2025 | Feb 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 49 | 6 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pacific Center for Financial Services | History | No change | 39 | 5 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 35 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Networth Advisors, LLC | History | New | 31 | 3 | 0.0% | — | 321 | +31 | New | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | New | 28 | 3 | 0.0% | — | 316 | +28 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 28 | 3 | 0.0% | — | 317 | +28 | New | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 25 | 3 | 0.0% | — | 315 | +25 | New | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 3 | 0.0% | — | 322 | +25 | New | Q4 2025 | Feb 19, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 30 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 323 | -100 | -81.3% | Q4 2025 | Jan 13, 2026 |
| SWAN Capital LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 15 | 1 | 0.0% | — | 328 | +11 | 275.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 9 | 1 | 0.0% | 0.0% | 327 | -1 | -10.0% | Q4 2025 | Jan 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 15 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.01% | — | -953,455 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 192.77% | — | -815,051 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.22% | — | -504,900 | -100.0% | Q3 2025 | Dec 15, 2025 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.72% | — | -495,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.35% | — | -222,891 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.36% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.96% | — | -190,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -116,964 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -84,471 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 1.77% | — | -64,664 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -64,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.42% | — | -42,079 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corecam Pte. Ltd. | History | Closed out | 0 | 0 | — | 2.57% | — | -37,200 | -100.0% | Q3 2025 | Mar 02, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.02% | — | -37,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.14% | — | -27,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -18,062 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,117 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,324 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,491 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.23% | — | -6,459 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,115 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,935 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parkside Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,878 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,618 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Tillman Hartley LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Canoe Financial LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,488 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,700 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Nokomis Capital, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hartree Partners, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,429 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Torrey Growth & Income Advisors | History | Closed out | 0 | 0 | — | 0.09% | — | -2,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,123 | -100.0% | Q3 2025 | Nov 21, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,898 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,785 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Massachusetts Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -1,745 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,569 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,517 | -100.0% | Q3 2025 | Oct 06, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,300 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,250 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 1.5% | — | -774 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Nov 18, 2025 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Closed out | 0 | 0 | — | 0.07% | — | -255 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |