INVESCO EXCHANGE-TRADED FUND TRUST - XSMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,171,515 | 156,370 | 0.04% | 0.05% | 1 | +66,942 | 3.18% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,730,681 | 124,644 | 0.18% | 0.17% | 2 | +33,235 | 1.96% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,630,790 | 117,433 | 0.03% | 0.03% | 3 | +13,311 | 0.82% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,231,768 | 88,699 | 0.03% | 0.03% | 4 | -95,727 | -7.21% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 942,702 | 67,884 | 0.0% | 0.0% | 5 | +180,690 | 23.71% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 835,228 | 60,144 | 0.01% | 0.01% | 6 | +45,527 | 5.77% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 810,567 | 58,368 | 0.06% | 0.05% | 7 | +221,567 | 37.62% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 581,644 | 41,884 | 0.03% | 0.02% | 8 | +74,284 | 14.64% | Q4 2025 | Feb 10, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 490,887 | 35,348 | 4.9% | 5.04% | 9 | +4,110 | 0.84% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 435,326 | 32,279 | 0.04% | 0.05% | 10 | -6,803 | -1.54% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 413,528 | 29,778 | 0.08% | 0.08% | 11 | +71,969 | 21.07% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 405,738 | 29,217 | 0.0% | 0.0% | 12 | -38,095 | -8.58% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 384,931 | 27,718 | 0.48% | 0.5% | 13 | +6,215 | 1.64% | Q4 2025 | Jan 22, 2026 |
| River Wealth Advisors LLC | History | Added to | 356,629 | 25,680 | 2.88% | 2.9% | 14 | +19,639 | 5.83% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 294,252 | 21,190 | 0.01% | 0.01% | 15 | +50,589 | 20.76% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 261,483 | 18,829 | 0.04% | 0.05% | 16 | -3,639 | -1.37% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 261,000 | 18,794 | 0.01% | 0.0% | 17 | +190,985 | 272.78% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 255,056 | 18,366 | 0.02% | 0.02% | 18 | +30,227 | 13.44% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 236,344 | 17,019 | 0.03% | — | 19 | +236,344 | New | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 234,273 | 16,870 | 0.12% | 0.01% | 20 | +217,521 | 1298.48% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | New | 224,997 | 16,202 | 0.3% | — | 21 | +224,997 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 223,166 | 16,070 | 0.02% | 0.0% | 22 | +166,427 | 293.32% | Q4 2025 | Feb 06, 2026 |
| Clark Wealth Partners | History | No change | 220,810 | 15,900 | 9.69% | 9.69% | 23 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 210,258 | 15,140 | 0.53% | 0.55% | 24 | +1,152 | 0.55% | Q4 2025 | Jan 12, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 199,652 | 14,376 | 2.41% | 2.46% | 25 | +3,322 | 1.69% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 190,747 | 13,735 | 0.02% | 0.0% | 26 | +139,695 | 273.63% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 184,890 | 13,314 | 0.04% | 0.04% | 27 | -27,317 | -12.87% | Q4 2025 | Feb 05, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 174,528 | 12,567 | 5.47% | 6.22% | 28 | +12,476 | 7.7% | Q4 2025 | Feb 03, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 164,108 | 11,817 | 0.42% | 0.37% | 29 | +34,642 | 26.76% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 157,351 | 11,330 | 0.02% | 0.02% | 30 | -53,019 | -25.2% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 151,187 | 10,886 | 0.03% | 0.03% | 31 | +14,552 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 145,854 | 10,502 | 0.06% | 0.04% | 32 | +58,483 | 66.94% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 140,636 | 10,127 | 0.04% | 0.04% | 33 | +5,095 | 3.76% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 127,665 | 9,878 | 0.47% | 0.3% | 34 | +52,897 | 70.75% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 112,601 | 8,108 | 0.35% | 0.13% | 35 | +60,886 | 117.73% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 108,777 | 7,832 | 0.15% | 0.19% | 36 | -20,017 | -15.54% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 108,015 | 7,779 | 0.0% | — | 37 | +108,015 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 106,667 | 7,681 | 0.11% | 0.08% | 38 | +31,978 | 42.81% | Q4 2025 | Feb 09, 2026 |
| Integrated Capital Management, LLC | History | Added to | 105,845 | 7,621 | 3.28% | 3.33% | 39 | +3,751 | 3.67% | Q4 2025 | Jan 26, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 104,860 | 7,551 | 2.49% | 2.47% | 40 | +7,373 | 7.56% | Q4 2025 | Feb 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 103,143 | 7,427 | 2.2% | 2.24% | 41 | +2,289 | 2.27% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 100,855 | 7,262 | 0.03% | 0.03% | 42 | +22,048 | 27.98% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Reduced | 98,944 | 7,124 | 0.76% | 0.82% | 43 | -1,264 | -1.26% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 94,542 | 6,807 | 0.13% | 0.17% | 44 | -749 | -0.79% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 93,217 | 6,712 | 0.13% | 0.12% | 45 | +14,053 | 17.75% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 92,374 | 6,651 | 0.04% | 0.02% | 46 | +32,792 | 55.04% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 90,950 | 6,549 | 0.17% | 0.17% | 47 | +4,702 | 5.45% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 90,900 | 6,545 | 0.01% | 0.01% | 48 | +355 | 0.39% | Q4 2025 | Feb 02, 2026 |
| EPG Wealth Management LLC | History | Added to | 88,661 | 6,384 | 1.72% | 1.78% | 49 | +910 | 1.04% | Q4 2025 | Jan 28, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 85,454 | 6,153 | 3.57% | 3.61% | 50 | +2,564 | 3.09% | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 82,844 | 5,965 | 0.02% | 0.03% | 51 | -7,552 | -8.35% | Q4 2025 | Feb 18, 2026 |
| Seros Financial, LLC | History | Added to | 78,173 | 5,629 | 3.3% | 3.36% | 52 | +2,665 | 3.53% | Q4 2025 | Feb 06, 2026 |
| Prostatis Group LLC | History | Added to | 76,472 | 5,506 | 1.31% | 1.23% | 53 | +9,947 | 14.95% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 75,409 | 5,430 | 0.06% | 0.06% | 54 | +2,413 | 3.31% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 65,099 | 4,687 | 0.11% | 0.12% | 55 | +2,872 | 4.62% | Q4 2025 | Jan 28, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 65,072 | 4,685 | 0.99% | 1.02% | 56 | +1,492 | 2.35% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 64,662 | 4,656 | 0.3% | 0.31% | 57 | +2,625 | 4.23% | Q4 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 62,759 | 4,519 | 0.51% | 0.3% | 58 | +27,816 | 79.6% | Q4 2025 | Jan 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 58,567 | 4,217 | 1.59% | 0.43% | 59 | +42,750 | 270.28% | Q4 2025 | Feb 09, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 55,597 | 4,003 | 1.89% | 2.1% | 60 | -3,396 | -5.76% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 55,428 | 3,991 | 0.0% | 0.0% | 61 | +2,566 | 4.85% | Q4 2025 | Feb 13, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 47,708 | 3,673 | 1.24% | 1.32% | 62 | -3,417 | -6.68% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 50,242 | 3,617 | 0.21% | 0.21% | 63 | +4,462 | 9.75% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,318 | 3,479 | 0.04% | 0.04% | 64 | +394 | 0.82% | Q4 2025 | Jan 21, 2026 |
| Financial Freedom, LLC | History | Added to | 46,354 | 3,337 | 1.66% | 1.6% | 65 | +2,755 | 6.32% | Q4 2025 | Feb 17, 2026 |
| Oxford Wealth Group, LLC | History | New | 44,857 | 3,230 | 1.57% | — | 66 | +44,857 | New | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 44,220 | 3,184 | 0.26% | 0.27% | 67 | +1,626 | 3.82% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 42,885 | 3,088 | 2.12% | 1.82% | 68 | +7,750 | 22.06% | Q4 2025 | Jan 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 37,259 | 2,683 | 1.35% | 1.54% | 69 | -2,145 | -5.44% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 34,824 | 2,507 | 0.02% | 0.02% | 70 | +6,308 | 22.12% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,138 | 2,458 | 0.03% | 0.03% | 71 | -4,301 | -11.19% | Q4 2025 | Feb 13, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 34,146 | 2,458 | 2.0% | 2.06% | 72 | -219 | -0.64% | Q4 2025 | Jan 29, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 32,879 | 2,367 | 0.73% | 0.81% | 73 | -550 | -1.65% | Q4 2025 | Feb 11, 2026 |
| New Millennium Group LLC | History | Reduced | 32,135 | 2,314 | 1.0% | 1.1% | 74 | -701 | -2.13% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Counsel, LLC | History | New | 31,182 | 2,245 | 0.31% | — | 75 | +31,182 | New | Q4 2025 | Feb 02, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 31,183 | 2,245 | 1.67% | 1.6% | 76 | +3,006 | 10.67% | Q4 2025 | Feb 11, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 31,044 | 2,235 | 0.62% | 0.53% | 77 | +5,814 | 23.04% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 30,543 | 2,199 | 0.0% | 0.0% | 78 | +20,252 | 196.79% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Added to | 30,240 | 2,177 | 0.11% | 0.09% | 79 | +1,008 | 3.45% | Q4 2025 | Jan 27, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 30,210 | 2,175 | 0.91% | 1.22% | 80 | -9,102 | -23.15% | Q4 2025 | Jan 06, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 29,468 | 2,121 | 0.31% | 0.34% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 28,593 | 2,058 | 0.16% | 0.15% | 82 | +3,953 | 16.04% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Reduced | 27,896 | 2,008 | 0.72% | 0.77% | 83 | -39 | -0.14% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 27,475 | 1,978 | 0.07% | 0.1% | 84 | -179 | -0.65% | Q4 2025 | Feb 09, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,266 | 1,963 | 0.99% | 1.11% | 85 | -1,359 | -4.75% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,146 | 1,954 | 0.03% | 0.01% | 86 | +14,298 | 111.29% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 26,827 | 1,931 | 0.01% | 0.01% | 87 | -2,327 | -7.98% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Added to | 26,609 | 1,916 | 0.28% | 0.27% | 88 | +4,593 | 20.86% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,507 | 1,908 | 0.02% | 0.02% | 89 | -708 | -2.6% | Q4 2025 | Jan 26, 2026 |
| Providence First Trust Co | History | Added to | 26,402 | 1,901 | 0.66% | 0.55% | 90 | +4,920 | 22.9% | Q4 2025 | Feb 03, 2026 |
| SFI Advisors, LLC | History | Reduced | 25,798 | 1,857 | 1.19% | 1.25% | 91 | -857 | -3.22% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,594 | 1,843 | 0.09% | 0.12% | 92 | -1,254 | -4.67% | Q4 2025 | Jan 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 25,404 | 1,829 | 1.3% | — | 93 | +25,404 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,960 | 1,797 | 0.0% | 0.0% | 94 | +15,398 | 161.03% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,839 | 1,788 | 0.03% | 0.03% | 95 | +52 | 0.21% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 23,482 | 1,690 | 0.08% | 0.08% | 96 | -191 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 22,630 | 1,629 | 0.96% | 1.05% | 97 | +2,393 | 11.82% | Q4 2025 | Feb 11, 2026 |
| Greenline Wealth Management LLC | History | New | 22,420 | 1,614 | 1.67% | — | 99 | +22,420 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,422 | 1,614 | 0.0% | 0.0% | 98 | +22,373 | 45659.18% | Q4 2025 | Mar 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 22,162 | 1,595 | 0.01% | 0.01% | 100 | +781 | 3.65% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 21,778 | 1,568 | 0.64% | 0.74% | 101 | -547 | -2.45% | Q4 2025 | Jan 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 21,020 | 1,513 | 1.29% | 0.64% | 102 | -61,706 | -74.59% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Reduced | 20,626 | 1,485 | 0.41% | 0.44% | 103 | -65 | -0.31% | Q4 2025 | Jan 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 20,546 | 1,479 | 0.16% | 0.16% | 104 | -540 | -2.56% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 20,534 | 1,478 | 0.05% | 0.02% | 105 | +13,388 | 187.35% | Q4 2025 | Jan 09, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 20,077 | 1,445 | 0.29% | 0.32% | 106 | -275 | -1.35% | Q4 2025 | Feb 03, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 19,650 | 1,414 | 1.15% | — | 107 | +19,650 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,840 | 1,356 | 0.03% | 0.04% | 108 | +5,174 | 37.86% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 18,202 | 1,310 | 0.04% | 0.03% | 109 | +1,625 | 9.8% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 17,999 | 1,296 | 0.01% | 0.03% | 110 | -36,135 | -66.75% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | New | 17,426 | 1,254 | 0.15% | — | 111 | +17,426 | New | Q4 2025 | Jan 22, 2026 |
| Aldebaran Financial Inc. | History | Added to | 16,939 | 1,241 | 1.15% | 0.93% | 112 | +4,344 | 34.49% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,007 | 1,231 | 0.03% | 0.02% | 113 | +7,357 | 85.05% | Q4 2025 | Jan 28, 2026 |
| Kendall Capital Management | History | No change | 17,000 | 1,224 | 0.26% | 0.28% | 114 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Anson Capital, Inc. | History | Reduced | 16,593 | 1,194 | 0.87% | 0.96% | 115 | -784 | -4.51% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Reduced | 16,363 | 1,178 | 0.0% | 0.0% | 116 | -279 | -1.68% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | New | 16,282 | 1,172 | 0.04% | — | 117 | +16,282 | New | Q4 2025 | Feb 10, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 16,165 | 1,164 | 0.66% | 0.67% | 118 | +467 | 2.97% | Q4 2025 | Jan 26, 2026 |
| Oxinas Partners, LLC | History | Added to | 15,581 | 1,121 | 0.54% | 0.58% | 119 | +846 | 5.74% | Q4 2025 | Jan 26, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 14,166 | 1,090 | 0.68% | 0.64% | 120 | +466 | 3.4% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,063 | 1,084 | 0.0% | 0.0% | 121 | +830 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,987 | 1,079 | 0.04% | 0.03% | 122 | +3,525 | 30.75% | Q4 2025 | Jan 21, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 14,419 | 1,038 | 0.11% | 0.1% | 123 | +1,587 | 12.37% | Q4 2025 | Jan 29, 2026 |
| Inscription Capital, LLC | History | Added to | 14,428 | 1,038 | 0.11% | 0.11% | 124 | +21 | 0.15% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 14,304 | 1,030 | 0.0% | 0.0% | 125 | -125 | -0.87% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,221 | 1,024 | 0.01% | 0.01% | 126 | +3,707 | 35.26% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,155 | 1,019 | 0.07% | 0.07% | 127 | +180 | 1.29% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Added to | 13,688 | 985 | 0.14% | 0.14% | 128 | +823 | 6.4% | Q4 2025 | Jan 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,636 | 970 | 0.02% | 0.02% | 129 | +1,894 | 16.13% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,420 | 962 | 0.08% | 0.08% | 130 | +503 | 4.22% | Q4 2025 | Jan 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,339 | 960 | 0.04% | 0.05% | 131 | +232 | 1.77% | Q4 2025 | Feb 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 13,191 | 949 | 0.09% | 0.1% | 132 | -828 | -5.91% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,783 | 920 | 0.02% | 0.02% | 133 | +3,454 | 37.02% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,711 | 915 | 0.02% | 0.02% | 134 | +264 | 2.12% | Q4 2025 | Feb 03, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 12,283 | 884 | 0.39% | 0.43% | 136 | -7,590 | -38.19% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 12,276 | 884 | 0.02% | 0.05% | 135 | +1,005 | 8.92% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 11,773 | 882 | 0.17% | 0.17% | 137 | -803 | -6.39% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | Added to | 12,210 | 879 | 0.0% | 0.0% | 138 | +372 | 3.14% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 11,966 | 861 | 0.75% | — | 139 | +11,966 | New | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,933 | 859 | 0.09% | 0.1% | 140 | +60 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 11,402 | 821 | 0.45% | — | 141 | +11,402 | New | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 11,341 | 816 | 0.11% | 0.12% | 142 | +29 | 0.26% | Q4 2025 | Jan 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,324 | 815 | 0.02% | 0.02% | 143 | +341 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Reduced | 10,316 | 814 | 0.14% | 0.27% | 144 | -12,181 | -54.14% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Added to | 11,184 | 805 | 0.16% | 0.14% | 145 | +1,984 | 21.57% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 10,988 | 791 | 0.08% | 0.08% | 146 | +278 | 2.6% | Q4 2025 | Jan 20, 2026 |
| Fortune Financial Group, Inc. | History | New | 9,594 | 783 | 0.77% | — | 147 | +9,594 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,831 | 779 | 0.0% | — | 148 | +10,831 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 10,593 | 762 | 0.02% | 0.02% | 149 | +988 | 10.29% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 10,520 | 757 | 0.01% | 0.02% | 150 | +755 | 7.73% | Q4 2025 | Feb 19, 2026 |
| Belpointe Asset Management LLC | History | New | 9,987 | 719 | 0.03% | — | 151 | +9,987 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 9,987 | 719 | 0.11% | — | 152 | +9,987 | New | Q4 2025 | Jan 27, 2026 |
| Colonial River Investments, LLC | History | Added to | 9,965 | 717 | 0.26% | 0.26% | 153 | +200 | 2.05% | Q4 2025 | Feb 04, 2026 |
| Independent Advisor Alliance | History | Reduced | 9,871 | 710 | 0.02% | 0.02% | 154 | -241 | -2.38% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | New | 9,658 | 695 | 0.0% | — | 155 | +9,658 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,639 | 694 | 0.0% | 0.0% | 156 | -1,121 | -10.42% | Q4 2025 | Feb 17, 2026 |
| Alchemi Wealth, LLC | History | New | 9,372 | 674 | 0.37% | — | 157 | +9,372 | New | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,270 | 667 | 0.01% | 0.01% | 158 | -426 | -4.39% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,412 | 605 | 0.01% | 0.01% | 159 | +1,962 | 30.42% | Q4 2025 | Feb 09, 2026 |
| Trilogy Capital Inc. | History | Added to | 8,358 | 601 | 0.03% | 0.03% | 160 | +664 | 8.63% | Q4 2025 | Jan 22, 2026 |
| Peterson Wealth Services | History | Added to | 8,268 | 595 | 0.15% | 0.12% | 161 | +6,893 | 501.31% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,216 | 591 | 0.03% | 0.03% | 162 | +231 | 2.89% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 8,184 | 589 | 0.03% | 0.03% | 163 | +42 | 0.52% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 8,090 | 582 | 0.0% | 0.0% | 164 | +1,289 | 18.95% | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 7,920 | 570 | 0.86% | 1.12% | 165 | -1,892 | -19.28% | Q4 2025 | Feb 09, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 7,914 | 569 | 0.2% | 0.27% | 166 | -2,436 | -23.54% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,879 | 567 | 0.03% | 0.03% | 167 | -424 | -5.11% | Q4 2025 | Feb 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,580 | 545 | 0.23% | 0.23% | 168 | +267 | 3.65% | Q4 2025 | Jan 28, 2026 |
| Index Technologies Group LLC | History | New | 7,464 | 537 | 0.56% | — | 169 | +7,464 | New | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 7,404 | 533 | 0.08% | 0.08% | 170 | -95 | -1.27% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 7,343 | 528 | 0.0% | 0.0% | 171 | +1,636 | 28.67% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,874 | 494 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 6,822 | 491 | 0.49% | 0.6% | 173 | -786 | -10.33% | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,712 | 483 | 0.04% | 0.04% | 174 | +512 | 8.26% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,389 | 460 | 0.02% | 0.02% | 175 | +2,640 | 70.42% | Q4 2025 | Mar 04, 2026 |
| Quantinno Capital Management LP | History | New | 6,226 | 448 | 0.0% | — | 176 | +6,226 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,894 | 424 | 0.0% | 0.01% | 177 | -652 | -9.96% | Q4 2025 | Jan 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 5,202 | 420 | 0.16% | 0.16% | 178 | +35 | 0.68% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,820 | 419 | 0.01% | 0.01% | 179 | -219 | -3.63% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,557 | 400 | 0.0% | 0.0% | 180 | -159 | -2.78% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 5,510 | 396 | 0.01% | 0.01% | 181 | +2,058 | 59.62% | Q4 2025 | Mar 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,343 | 384 | 0.01% | — | 182 | +5,343 | New | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 5,121 | 375 | 0.03% | — | 183 | +5,121 | New | Q4 2025 | Jan 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 5,193 | 373 | 0.0% | 0.0% | 184 | +497 | 10.58% | Q4 2025 | Feb 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,187 | 373 | 0.04% | 0.05% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,016 | 361 | 0.01% | 0.01% | 186 | +197 | 4.09% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,014 | 361 | 0.01% | 0.01% | 187 | -48 | -0.95% | Q4 2025 | Jan 13, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 2,160 | 358 | 0.84% | 1.09% | 188 | -3,100 | -58.94% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,837 | 348 | 0.01% | 0.01% | 189 | +421 | 9.53% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 4,829 | 347 | 0.14% | 0.15% | 190 | +3 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,788 | 344 | 0.03% | 0.03% | 191 | -11 | -0.23% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,525 | 325 | 0.0% | 0.0% | 192 | -1,156 | -20.35% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 4,407 | 317 | 0.0% | 0.0% | 193 | +940 | 27.11% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 4,389 | 316 | 0.07% | 0.08% | 194 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 4,288 | 312 | 0.12% | 0.14% | 195 | -154 | -3.47% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Added to | 4,243 | 306 | 0.01% | 0.01% | 196 | +1,401 | 49.3% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,255 | 306 | 0.0% | 0.0% | 197 | -508 | -10.67% | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | New | 4,035 | 290 | 0.11% | — | 198 | +4,035 | New | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 4,008 | 288 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 3,999 | 287 | 0.01% | 0.01% | 200 | -54 | -1.33% | Q4 2025 | Jan 28, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 3,958 | 285 | 0.13% | 0.1% | 201 | +932 | 30.8% | Q4 2025 | Jan 22, 2026 |
| Intrua Financial, LLC | History | New | 3,954 | 284 | 0.03% | — | 202 | +3,954 | New | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,923 | 282 | 0.0% | 0.0% | 203 | -555 | -12.39% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 3,875 | 279 | 0.0% | 0.0% | 204 | +793 | 25.73% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,835 | 276 | 0.04% | 0.03% | 205 | +310 | 8.79% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,822 | 275 | 0.02% | 0.02% | 206 | +298 | 8.46% | Q4 2025 | Jan 13, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,577 | 273 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 3,760 | 270 | 0.05% | — | 208 | +3,760 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,736 | 269 | 0.01% | 0.04% | 209 | -3,560 | -48.79% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,705 | 266 | 0.0% | — | 210 | +3,705 | New | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 3,634 | 261 | 0.19% | 0.21% | 211 | +19 | 0.53% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,475 | 250 | 0.0% | 0.01% | 212 | -1,434 | -29.21% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,468 | 249 | 0.0% | — | 213 | +3,468 | New | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,415 | 245 | 0.0% | 0.0% | 214 | -675 | -16.5% | Q4 2025 | Jan 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 3,380 | 243 | 0.02% | 0.03% | 215 | +8 | 0.24% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 3,136 | 225 | 0.01% | 0.01% | 216 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,110 | 222 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | New | 3,080 | 221 | 0.0% | — | 218 | +3,080 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,987 | 215 | 0.0% | 0.0% | 219 | +2,706 | 962.99% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,992 | 215 | 0.01% | 0.01% | 220 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 2,659 | 212 | 0.17% | — | 221 | +2,659 | New | Q4 2025 | Mar 02, 2026 |
| Capital Square, LLC | History | Added to | 2,941 | 211 | 0.11% | 0.11% | 222 | +73 | 2.55% | Q4 2025 | Feb 13, 2026 |
| 360 Financial, Inc. | History | No change | 2,046 | 209 | 0.06% | 0.07% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCP Asset Management, LLC | History | No change | 2,814 | 202 | 0.03% | 0.04% | 224 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | No change | 2,801 | 201 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,790 | 200 | 0.0% | — | 226 | +2,790 | New | Q4 2025 | Feb 17, 2026 |
| ADG Wealth Management Group, LLC | History | New | 2,788 | 200 | 0.15% | — | 227 | +2,788 | New | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,551 | 183 | 0.0% | 0.0% | 228 | +1,777 | 229.59% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,428 | 174 | 0.0% | 0.0% | 229 | -30 | -1.22% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 2,048 | 147 | 0.0% | 0.0% | 230 | +86 | 4.38% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,686 | 121 | 0.08% | 0.03% | 232 | +1,015 | 151.27% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,689 | 121 | 0.0% | 0.0% | 231 | +2 | 0.12% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,531 | 110 | 0.02% | 0.02% | 233 | +102 | 7.14% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,350 | 97 | 0.0% | 0.0% | 234 | +41 | 3.13% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,216 | 87 | 0.01% | 0.01% | 235 | -516 | -29.79% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,210 | 87 | 0.03% | 0.09% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,150 | 82 | 0.0% | 0.0% | 237 | -98 | -7.85% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,060 | 76 | 0.03% | 0.03% | 238 | +1 | 0.09% | Q4 2025 | Jan 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,055 | 75 | 0.01% | — | 239 | +1,055 | New | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 989 | 71 | 0.03% | 1.28% | 240 | -34,890 | -97.24% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 868 | 62 | 0.0% | 0.0% | 241 | +813 | 1478.18% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 680 | 48 | 0.0% | — | 242 | +680 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 608 | 43 | 0.0% | 0.0% | 243 | +1 | 0.16% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 43 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 592 | 42 | 0.04% | 0.04% | 245 | +1 | 0.17% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 535 | 39 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New Republic Capital, LLC | History | Added to | 500 | 36 | 0.01% | 0.01% | 247 | +250 | 100.0% | Q4 2025 | Feb 10, 2026 |
| High Note Wealth, LLC | History | New | 456 | 32 | 0.01% | — | 248 | +456 | New | Q4 2025 | Feb 05, 2026 |
| MGB Wealth Management, LLC | History | Added to | 405 | 29 | 0.01% | 0.01% | 249 | +1 | 0.25% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 337 | 24 | 0.0% | — | 251 | +337 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 340 | 24 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | New | 318 | 22 | 0.0% | — | 252 | +318 | New | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 274 | 19 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 239 | 17 | 0.0% | 0.0% | 254 | -19 | -7.36% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | New | 233 | 16 | 0.0% | — | 255 | +233 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 201 | 14 | 0.0% | — | 256 | +201 | New | Q4 2025 | Feb 11, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 126 | 9 | 0.0% | 0.0% | 257 | -644 | -83.64% | Q4 2025 | Jan 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 135 | 9 | 0.0% | 0.0% | 259 | +91 | 206.82% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 130 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 124 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | New | 100 | 7 | 0.0% | — | 261 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 100 | 7 | 0.0% | — | 264 | +100 | New | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 98 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 108 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | New | 93 | 6 | 0.0% | — | 266 | +93 | New | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 97 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Strive Financial Group ,LLC | History | New | 56 | 4 | 0.0% | — | 268 | +56 | New | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FAS Wealth Partners, Inc. | History | New | 45 | 3 | 0.0% | — | 269 | +45 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | No change | 55 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | New | 32 | 2 | 0.0% | — | 271 | +32 | New | Q4 2025 | Jan 22, 2026 |
| Wilkerson Advisory Group LLC | History | New | 21 | 1 | 0.0% | — | 275 | +21 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 20 | 1 | 0.0% | — | 273 | +20 | New | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | New | 19 | 1 | 0.0% | — | 272 | +19 | New | Q4 2025 | Jan 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -55,663 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 7 | 0 | — | 0.0% | — | -26,200 | -99.97% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -12,054 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,601 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,600 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -7,365 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,764 | -100.0% | Q3 2025 | Oct 31, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,080 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -931 | -100.0% | Q3 2025 | Oct 07, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Oct 31, 2025 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Wealth Strategies & Associates | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 02, 2026 |