Global X Funds - XYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,987,866 | 162,027 | 0.01% | 0.01% | 1 | +76,631 | 1.96% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 3,250,859 | 132,082 | 0.04% | 0.04% | 2 | -72,330 | -2.18% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,107,935 | 85,645 | 0.01% | 0.01% | 3 | -62,782 | -2.89% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,710,000 | 69,477 | 1.9% | 2.08% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,652,108 | 67,125 | 0.35% | 0.36% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,616,842 | 65,729 | 0.01% | 0.02% | 6 | -75,734 | -4.47% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,006,581 | 40,897 | 0.01% | 0.01% | 7 | -140,208 | -12.23% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 948,869 | 38,552 | 0.01% | 0.01% | 8 | -20,652 | -2.13% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 938,194 | 38,119 | 0.06% | 0.06% | 9 | -74,090 | -7.32% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 827,203 | 33,609 | 0.38% | 0.38% | 10 | +17,545 | 2.17% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 540,573 | 21,963 | 0.01% | 0.02% | 11 | -703,090 | -56.53% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 538,457 | 21,877 | 0.01% | 0.01% | 12 | +23,082 | 4.48% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 469,181 | 19,062 | 0.02% | 0.02% | 13 | -21,215 | -4.33% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 432,679 | 17,579 | 0.27% | 0.28% | 14 | +4,636 | 1.08% | Q4 2025 | Feb 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 412,816 | 16,772 | 5.93% | 5.78% | 15 | +6,200 | 1.52% | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 407,879 | 16,572 | 0.43% | 0.58% | 16 | -39,639 | -8.86% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 345,870 | 14,052 | 0.02% | 0.02% | 17 | -11,046 | -3.09% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 299,408 | 12,164 | 0.46% | 0.38% | 18 | +38,450 | 14.73% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 289,802 | 11,774 | 0.0% | — | 19 | +289,802 | New | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 276,188 | 11,221 | 3.63% | 5.13% | 20 | -43,091 | -13.5% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 216,672 | 8,827 | 0.01% | 0.01% | 21 | +1,614 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 196,635 | 7,989 | 0.02% | 0.02% | 22 | -9,449 | -4.59% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 193,350 | 7,855 | 0.04% | 0.04% | 23 | -5,851 | -2.94% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 185,751 | 7,548 | 0.02% | 0.03% | 24 | -116,808 | -38.61% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 182,113 | 7,399 | 0.01% | 0.01% | 25 | +4,301 | 2.42% | Q4 2025 | Feb 13, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 178,000 | 7,232 | 0.47% | 0.43% | 26 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Thrive Capital Management, LLC | History | Added to | 173,938 | 7,067 | 1.57% | 1.52% | 27 | +23,719 | 15.79% | Q4 2025 | Feb 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 173,271 | 7,039 | 2.32% | 2.11% | 28 | +12,774 | 7.96% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Services Inc | History | Added to | 136,107 | 5,530 | 2.38% | 2.25% | 29 | +6,460 | 4.98% | Q4 2025 | Feb 27, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 134,200 | 5,452 | 0.85% | 0.86% | 30 | -13,191 | -8.95% | Q4 2025 | Jan 21, 2026 |
| IMC-Chicago, LLC | History | Reduced | 125,350 | 5,092 | 0.0% | 0.0% | 31 | -23,548 | -15.81% | Q4 2025 | Jan 29, 2026 |
| XML Financial, LLC | History | Added to | 120,274 | 4,886 | 0.4% | 0.36% | 32 | +6,625 | 5.83% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 118,311 | 4,806 | 0.01% | 0.01% | 33 | -15,712 | -11.72% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 117,190 | 4,761 | 0.0% | 0.0% | 34 | +83,190 | 244.68% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 110,098 | 4,473 | 0.02% | 0.02% | 35 | +13,803 | 14.33% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 98,292 | 3,993 | 0.72% | 1.05% | 36 | -39,094 | -28.46% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 95,663 | 3,886 | 0.09% | 0.09% | 37 | +2,757 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 91,338 | 3,711 | 0.1% | 0.1% | 38 | +729 | 0.8% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Added to | 89,513 | 3,636 | 0.17% | 0.18% | 39 | +93 | 0.1% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 86,908 | 3,531 | 0.1% | 0.11% | 40 | +2,665 | 3.16% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 77,535 | 3,150 | 0.0% | 0.0% | 41 | +69,735 | 894.04% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,931 | 3,125 | 0.01% | 0.01% | 42 | +13,330 | 20.96% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 76,754 | 3,118 | 0.04% | 0.05% | 43 | +2,140 | 2.87% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 76,618 | 3,113 | 0.01% | 0.01% | 44 | +3,870 | 5.32% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 75,666 | 3,074 | 0.03% | 0.04% | 45 | -3,937 | -4.95% | Q4 2025 | Jan 20, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 70,724 | 2,873 | 0.05% | 0.09% | 46 | -60,890 | -46.26% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,927 | 2,678 | 0.0% | 0.0% | 47 | +23,425 | 55.12% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 65,231 | 2,666 | 0.0% | 0.0% | 48 | -3,303 | -4.82% | Q4 2025 | Jan 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 62,702 | 2,547 | 0.28% | 0.32% | 49 | -11,118 | -15.06% | Q4 2025 | Mar 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62,614 | 2,543 | 0.0% | 0.0% | 50 | -15,533 | -19.88% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,536 | 2,540 | 0.04% | 0.03% | 51 | +1,774 | 2.92% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 59,173 | 2,404 | 0.06% | 0.12% | 52 | -92,051 | -60.87% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 58,378 | 2,371 | 0.16% | 0.16% | 53 | -3,613 | -5.83% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 57,796 | 2,348 | 0.01% | 0.01% | 54 | -1,961 | -3.28% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 56,298 | 2,287 | 0.06% | 0.06% | 55 | -2,544 | -4.32% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | Added to | 56,284 | 2,286 | 0.08% | 0.07% | 56 | +12,018 | 27.15% | Q4 2025 | Jan 27, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 55,996 | 2,275 | 0.28% | 0.26% | 57 | +3,524 | 6.72% | Q4 2025 | Feb 06, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 54,935 | 2,232 | 0.22% | 0.21% | 58 | -503 | -0.91% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 54,686 | 2,221 | 0.05% | 0.06% | 59 | -6,522 | -10.66% | Q4 2025 | Feb 17, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 53,125 | 2,158 | 1.59% | 1.56% | 60 | -1,292 | -2.37% | Q4 2025 | Feb 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 52,694 | 2,140 | 0.14% | 0.13% | 61 | +6,190 | 13.31% | Q4 2025 | Jan 08, 2026 |
| Garner Asset Management Corp | History | Reduced | 52,025 | 2,113 | 0.81% | 0.83% | 62 | -270 | -0.52% | Q4 2025 | Feb 03, 2026 |
| J. Team Financial, Inc. | History | Reduced | 51,778 | 2,103 | 2.1% | 2.11% | 63 | -1,145 | -2.16% | Q4 2025 | Jan 29, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 49,887 | 2,026 | 0.34% | 0.53% | 64 | -24,394 | -32.84% | Q4 2025 | Jan 26, 2026 |
| ELCO Management Co., LLC | History | Reduced | 48,300 | 1,962 | 1.24% | 1.08% | 65 | -4,600 | -8.7% | Q4 2025 | Feb 04, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 45,987 | 1,868 | 0.07% | 0.15% | 66 | -12,279 | -21.07% | Q4 2025 | Feb 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 45,434 | 1,845 | 0.65% | 0.37% | 67 | +22,274 | 96.17% | Q4 2025 | Feb 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 43,817 | 1,780 | 0.49% | 0.47% | 68 | -601 | -1.35% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 43,642 | 1,773 | 0.0% | 0.0% | 69 | -2,581 | -5.58% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 42,428 | 1,723 | 0.18% | 0.18% | 70 | -2,716 | -6.02% | Q4 2025 | Jan 27, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 39,785 | 1,616 | 0.11% | 0.14% | 71 | -11,995 | -23.17% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 39,081 | 1,587 | 0.09% | 0.09% | 72 | +3,167 | 8.82% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 38,966 | 1,583 | 0.08% | 0.06% | 73 | +14,184 | 57.24% | Q4 2025 | Jan 28, 2026 |
| SageGuard Financial Group, LLC | History | New | 37,596 | 1,527 | 0.24% | — | 74 | +37,596 | New | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 37,548 | 1,525 | 0.0% | 0.0% | 75 | +9,073 | 31.86% | Q4 2025 | Jan 30, 2026 |
| 1832 Asset Management L.P. | History | No change | 37,195 | 1,511 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 37,138 | 1,508 | 0.11% | 0.15% | 77 | -7,086 | -16.02% | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 36,107 | 1,467 | 0.53% | 0.52% | 78 | +15 | 0.04% | Q4 2025 | Jan 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 34,714 | 1,410 | 0.09% | 0.17% | 79 | -24,405 | -41.28% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 34,367 | 1,396 | 0.15% | 0.2% | 80 | -9,912 | -22.39% | Q4 2025 | Jan 23, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 33,961 | 1,379 | 0.04% | 0.03% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 33,919 | 1,378 | 0.1% | 0.11% | 82 | -2,839 | -7.72% | Q4 2025 | Feb 18, 2026 |
| PMG Family Office LLC | History | Reduced | 33,333 | 1,354 | 1.56% | 1.69% | 83 | -5,281 | -13.68% | Q4 2025 | Jan 28, 2026 |
| McAdam, LLC | History | Added to | 33,303 | 1,353 | 0.06% | 0.06% | 84 | +2,616 | 8.52% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | No change | 33,046 | 1,342 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 30,659 | 1,245 | 0.27% | 0.21% | 86 | +6,243 | 25.57% | Q4 2025 | Feb 17, 2026 |
| APS Management Group, Inc. | History | Added to | 30,429 | 1,236 | 1.06% | 1.0% | 87 | +1,776 | 6.2% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,225 | 1,228 | 0.0% | — | 88 | +30,225 | New | Q4 2025 | Feb 05, 2026 |
| PSI Advisors, LLC | History | Added to | 29,671 | 1,205 | 0.3% | 0.29% | 89 | +882 | 3.06% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,968 | 1,176 | 0.0% | 0.0% | 90 | +9,307 | 47.34% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 28,878 | 1,140 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Newport Capital Group, LLC | History | No change | 27,500 | 1,117 | 0.68% | 0.68% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 27,111 | 1,101 | 0.07% | 0.08% | 93 | -6,727 | -19.88% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 26,388 | 1,072 | 0.05% | 0.05% | 94 | +10 | 0.04% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 26,371 | 1,071 | 0.01% | 0.01% | 95 | +2,327 | 9.68% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 25,402 | 1,032 | 0.02% | 0.02% | 96 | +3,618 | 16.61% | Q4 2025 | Feb 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 24,991 | 1,015 | 0.07% | 0.07% | 97 | -1,675 | -6.28% | Q4 2025 | Jan 20, 2026 |
| Berger Financial Group, Inc | History | Reduced | 24,260 | 985 | 0.06% | 0.06% | 98 | -1,041 | -4.11% | Q4 2025 | Jan 27, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 22,877 | 929 | 0.19% | 0.21% | 99 | -214 | -0.93% | Q4 2025 | Jan 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 22,480 | 913 | 0.27% | 0.28% | 100 | -2,310 | -9.32% | Q4 2025 | Jan 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,440 | 911 | 0.01% | 0.01% | 101 | -73 | -0.32% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 22,274 | 904 | 0.0% | 0.0% | 102 | -3,183 | -12.5% | Q4 2025 | Jan 29, 2026 |
| Procyon Advisors, LLC | History | No change | 21,901 | 889 | 0.04% | 0.05% | 103 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,234 | 863 | 0.01% | 0.01% | 104 | +1,002 | 4.95% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | Reduced | 20,641 | 838 | 0.18% | 0.22% | 105 | -304 | -1.45% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,522 | 833 | 0.0% | 0.0% | 106 | -127,685 | -86.15% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 20,339 | 826 | 0.02% | 0.02% | 107 | -217 | -1.06% | Q4 2025 | Feb 13, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 20,278 | 823 | 0.53% | 0.21% | 108 | +11,924 | 142.73% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 20,215 | 821 | 0.15% | 0.16% | 109 | -1,683 | -7.69% | Q4 2025 | Feb 12, 2026 |
| Braeburn Wealth Management LLC | History | New | 20,000 | 812 | 0.41% | — | 111 | +20,000 | New | Q4 2025 | Feb 18, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 20,000 | 812 | 0.02% | 0.02% | 110 | +2,000 | 11.11% | Q4 2025 | Feb 04, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 19,886 | 807 | 0.73% | 0.74% | 112 | -185 | -0.92% | Q4 2025 | Feb 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 17,988 | 729 | 0.16% | 0.23% | 113 | -8,083 | -31.0% | Q4 2025 | Feb 05, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 17,662 | 717 | 0.13% | 0.28% | 114 | -17,896 | -50.33% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 16,756 | 680 | 0.01% | 0.01% | 115 | +4,358 | 35.15% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 16,715 | 679 | 0.01% | 0.01% | 116 | +9,658 | 136.86% | Q4 2025 | Mar 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 16,315 | 662 | 0.24% | 0.26% | 117 | -997 | -5.76% | Q4 2025 | Jan 28, 2026 |
| Bensler, LLC | History | Reduced | 15,766 | 640 | 0.06% | 0.07% | 118 | -364 | -2.26% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 15,749 | 639 | 0.04% | 0.04% | 119 | -218 | -1.37% | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 15,586 | 633 | 0.03% | 0.03% | 120 | +6,755 | 76.49% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Added to | 15,471 | 628 | 0.14% | 0.12% | 121 | +1,395 | 9.91% | Q4 2025 | Feb 02, 2026 |
| Redwood Financial Network Corp | History | Reduced | 15,317 | 622 | 0.4% | 0.38% | 122 | -147 | -0.95% | Q4 2025 | Feb 10, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 15,097 | 613 | 0.05% | 0.05% | 123 | -196 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,697 | 597 | 0.0% | 0.01% | 124 | -519 | -3.41% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,659 | 595 | 0.0% | 0.0% | 125 | -1,748 | -10.65% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,429 | 586 | 0.0% | 0.0% | 126 | -274 | -1.86% | Q4 2025 | Jan 29, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 14,421 | 585 | 0.26% | 0.26% | 127 | -37 | -0.26% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,115 | 573 | 0.01% | 0.01% | 128 | +1,953 | 16.06% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 14,070 | 571 | 0.01% | 0.01% | 129 | -291 | -2.03% | Q4 2025 | Feb 04, 2026 |
| City Center Advisors, LLC | History | Added to | 14,022 | 569 | 0.52% | 0.51% | 130 | +560 | 4.16% | Q4 2025 | Jan 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 13,725 | 557 | 0.04% | — | 132 | +13,725 | New | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,715 | 557 | 0.0% | 0.0% | 131 | +2,088 | 17.96% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 13,700 | 556 | 0.0% | — | 133 | +13,700 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 13,565 | 551 | 0.07% | — | 134 | +13,565 | New | Q4 2025 | Feb 09, 2026 |
| MOR Wealth Management, LLC | History | New | 13,345 | 542 | 0.25% | — | 135 | +13,345 | New | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Reduced | 13,292 | 540 | 0.01% | 0.01% | 136 | -54 | -0.4% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,213 | 536 | 0.01% | 0.01% | 137 | +697 | 5.57% | Q4 2025 | Jan 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 13,152 | 534 | 0.03% | 0.02% | 138 | +2,920 | 28.54% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,069 | 530 | 0.0% | 0.0% | 139 | +550 | 4.39% | Q4 2025 | Jan 29, 2026 |
| Hamilton Wealth, LLC | History | Added to | 12,897 | 523 | 0.1% | 0.09% | 140 | +1,757 | 15.77% | Q4 2025 | Feb 19, 2026 |
| Maridea Wealth Management LLC | History | New | 12,715 | 516 | 0.08% | — | 141 | +12,715 | New | Q4 2025 | Jan 08, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 12,577 | 511 | 0.35% | 0.35% | 142 | -118 | -0.93% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 12,334 | 502 | 0.01% | 0.01% | 144 | -1,417 | -10.3% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,366 | 502 | 0.0% | 0.0% | 143 | -663 | -5.09% | Q4 2025 | Feb 02, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 12,033 | 488 | 0.74% | 0.62% | 145 | +1,768 | 17.22% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 11,828 | 480 | 0.02% | 0.01% | 146 | +4,246 | 56.0% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,811 | 479 | 0.01% | — | 147 | +11,811 | New | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,688 | 474 | 0.0% | 0.0% | 148 | +6,147 | 110.94% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,625 | 472 | 0.03% | 0.03% | 149 | -170 | -1.44% | Q4 2025 | Feb 20, 2026 |
| AE Wealth Management LLC | History | Added to | 11,514 | 467 | 0.0% | 0.0% | 150 | +7,432 | 182.07% | Q4 2025 | Jan 26, 2026 |
| Note Advisors, LLC | History | Reduced | 11,548 | 466 | 0.24% | 0.27% | 151 | -128 | -1.1% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,141 | 452 | 0.0% | 0.0% | 152 | -5,843 | -34.4% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 11,004 | 447 | 0.01% | 0.01% | 153 | +865 | 8.53% | Q4 2025 | Feb 18, 2026 |
| Copley Financial Group, Inc. | History | Added to | 10,947 | 444 | 0.27% | 0.26% | 154 | +1,293 | 13.39% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,749 | 436 | 0.05% | 0.06% | 155 | +1,478 | 15.94% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,685 | 434 | 0.04% | 0.03% | 156 | +916 | 9.38% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,669 | 433 | 0.03% | 0.03% | 157 | +1,475 | 16.04% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,590 | 430 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,582 | 429 | 0.01% | 0.01% | 159 | -231 | -2.14% | Q4 2025 | Jan 28, 2026 |
| Horizon Wealth Management, LLC | History | No change | 10,468 | 425 | 0.07% | 0.06% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,293 | 418 | 0.0% | 0.0% | 161 | -1,921 | -15.73% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,011 | 406 | 0.0% | 0.0% | 162 | -261 | -2.54% | Q4 2025 | Mar 09, 2026 |
| Tortuga Wealth Management, Inc | History | New | 9,854 | 400 | 0.42% | — | 163 | +9,854 | New | Q4 2025 | Apr 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,741 | 395 | 0.01% | 0.01% | 164 | +2,231 | 29.71% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,685 | 393 | 0.01% | 0.0% | 165 | +2,833 | 41.35% | Q4 2025 | Feb 02, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 9,660 | 392 | 0.59% | 0.53% | 166 | +1,669 | 20.89% | Q4 2025 | Feb 25, 2026 |
| Royal Fund Management, LLC | History | Added to | 9,435 | 383 | 0.03% | 0.03% | 168 | +3,828 | 68.27% | Q4 2025 | Jan 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,446 | 383 | 0.01% | 0.02% | 167 | -1,238 | -11.59% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,246 | 375 | 0.03% | 0.03% | 169 | +248 | 2.76% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Added to | 9,208 | 374 | 0.0% | 0.0% | 170 | +4,700 | 104.26% | Q4 2025 | Jan 26, 2026 |
| Grant Private Wealth Management Inc | History | New | 9,182 | 373 | 0.23% | — | 171 | +9,182 | New | Q4 2025 | Jan 05, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 9,166 | 372 | 0.16% | — | 172 | +9,166 | New | Q4 2025 | Feb 10, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 9,084 | 370 | 0.36% | — | 173 | +9,084 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,019 | 366 | 0.02% | 0.01% | 174 | +3,883 | 75.6% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 8,871 | 362 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,875 | 360 | 0.03% | 0.02% | 176 | +1,461 | 19.71% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 8,737 | 354 | 0.01% | — | 177 | +8,737 | New | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | No change | 8,674 | 352 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 8,544 | 347 | 0.0% | — | 179 | +8,544 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,452 | 343 | 0.0% | — | 180 | +8,452 | New | Q4 2025 | Feb 11, 2026 |
| TrueMark Investments, LLC | History | New | 8,313 | 337 | 0.06% | — | 181 | +8,313 | New | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,253 | 335 | 0.01% | 0.01% | 182 | -96 | -1.15% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Added to | 8,226 | 334 | 0.01% | 0.01% | 183 | +518 | 6.72% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 8,237 | 334 | 0.01% | 0.01% | 184 | +141 | 1.74% | Q4 2025 | Feb 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,203 | 333 | 0.02% | 0.01% | 185 | +3 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Strategic Blueprint, LLC | History | New | 8,065 | 327 | 0.02% | — | 186 | +8,065 | New | Q4 2025 | Jan 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 7,838 | 318 | 0.11% | 0.11% | 187 | -472 | -5.68% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,497 | 304 | 0.01% | 0.01% | 188 | -3,336 | -30.79% | Q4 2025 | Jan 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,439 | 302 | 0.01% | 0.01% | 189 | +371 | 5.25% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,288 | 296 | 0.0% | — | 190 | +7,288 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 7,246 | 294 | 0.03% | 0.03% | 191 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 7,226 | 293 | 0.02% | — | 192 | +7,226 | New | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Reduced | 6,950 | 282 | 0.0% | 0.0% | 193 | -244 | -3.39% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Partners LLC | History | New | 6,771 | 275 | 0.12% | — | 196 | +6,771 | New | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 6,772 | 275 | 0.01% | 0.01% | 194 | -4,266 | -38.65% | Q4 2025 | Feb 05, 2026 |
| Armor Investment Advisors, LLC | History | No change | 6,783 | 275 | 0.1% | 0.08% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,652 | 270 | 0.02% | 0.02% | 197 | -36 | -0.54% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,605 | 268 | 0.04% | 0.04% | 198 | -287 | -4.16% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 175,450 | 263 | 0.01% | 0.13% | 199 | +1,010 | 0.58% | Q4 2025 | Feb 11, 2026 |
| EQ LLC | History | No change | 6,263 | 254 | 0.07% | 0.08% | 200 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,240 | 253 | 0.01% | — | 201 | +6,240 | New | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 6,048 | 245 | 0.01% | 0.01% | 202 | +13 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Providence Capital Advisors, LLC | History | New | 5,865 | 238 | 0.04% | — | 203 | +5,865 | New | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | New | 5,756 | 233 | 0.01% | — | 204 | +5,756 | New | Q4 2025 | Feb 17, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 5,752 | 233 | 0.06% | — | 205 | +5,752 | New | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | New | 571,301 | 232 | 0.0% | — | 206 | +571,301 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,651 | 229 | 0.0% | — | 207 | +5,651 | New | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,630 | 228 | 0.01% | 0.01% | 208 | -424 | -7.0% | Q4 2025 | Feb 05, 2026 |
| Quartz Partners, LLC | History | No change | 5,560 | 225 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,450 | 222 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,348 | 217 | 0.03% | 0.04% | 211 | -1,700 | -24.12% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 5,323 | 216 | 0.01% | — | 212 | +5,323 | New | Q4 2025 | Jan 15, 2026 |
| Kapstone Financial Advisors LLC | History | New | 5,231 | 212 | 0.11% | — | 213 | +5,231 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,073 | 206 | 0.06% | 0.08% | 215 | -1,105 | -17.89% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,058 | 206 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | New | 5,000 | 203 | 0.02% | — | 216 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Alteri Wealth LLC | History | New | 4,980 | 202 | 0.07% | — | 218 | +4,980 | New | Q4 2025 | Feb 11, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 4,987 | 202 | 0.06% | 0.06% | 217 | -718 | -12.59% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,542 | 184 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 4,372 | 177 | 0.01% | — | 220 | +4,372 | New | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 4,159 | 168 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 3,830 | 155 | 0.0% | — | 223 | +3,830 | New | Q4 2025 | Feb 05, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,836 | 155 | 0.13% | 0.13% | 222 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 3,336 | 135 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EFG International AG | History | New | 3,280 | 133 | 0.0% | — | 225 | +3,280 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,049 | 123 | 0.0% | 0.0% | 226 | +115 | 3.92% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,000 | 122 | 0.0% | 0.01% | 227 | -14 | -0.46% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 2,908 | 119 | 0.09% | 0.12% | 228 | -969 | -24.99% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,926 | 118 | 0.07% | 0.07% | 229 | +297 | 11.3% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,445 | 99 | 0.0% | 0.0% | 230 | +821 | 50.55% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Reduced | 2,200 | 89 | 0.06% | 0.07% | 231 | -200 | -8.33% | Q4 2025 | Feb 18, 2026 |
| Collier Financial | History | Reduced | 1,956 | 79 | 0.06% | 0.31% | 233 | -8,519 | -81.33% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,967 | 79 | 0.0% | 0.0% | 232 | -1,158 | -37.06% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 1,677 | 68 | 0.04% | — | 235 | +1,677 | New | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Reduced | 1,681 | 68 | 0.01% | 0.01% | 234 | -70 | -4.0% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,599 | 64 | 0.0% | 0.0% | 236 | -978 | -37.95% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,573 | 63 | 0.0% | 0.0% | 237 | -1,983 | -55.76% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,538 | 62 | 0.0% | 0.01% | 238 | -3,537 | -69.69% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 1,485 | 60 | 0.0% | 0.0% | 239 | +596 | 67.04% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,336 | 54 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,200 | 48 | 0.01% | — | 241 | +1,200 | New | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 1,000 | 40 | 0.03% | 0.04% | 243 | -527 | -34.51% | Q4 2025 | Feb 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,000 | 40 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Reduced | 849 | 34 | 0.0% | 0.0% | 244 | -235 | -21.68% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 770 | 31 | 0.0% | 0.0% | 245 | +5 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 687 | 27 | 0.0% | 0.0% | 247 | -10,059 | -93.61% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 689 | 27 | 0.0% | 0.0% | 246 | -1,256 | -64.58% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | New | 595 | 24 | 0.0% | — | 248 | +595 | New | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 600 | 24 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 572 | 23 | 0.0% | 0.0% | 250 | +16 | 2.88% | Q4 2025 | Jan 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 500 | 20 | 0.0% | — | 252 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 500 | 20 | 0.0% | — | 253 | +500 | New | Q4 2025 | Jan 29, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 500 | 20 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 480 | 19 | 0.0% | 0.0% | 254 | +94 | 24.35% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 473 | 19 | 0.0% | 0.0% | 255 | +22 | 4.88% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 486 | 19 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 453 | 18 | 0.0% | 0.0% | 257 | -1,012 | -69.08% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 257 | 10 | 0.0% | 0.0% | 258 | -159 | -38.22% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 202 | 8 | 0.0% | — | 259 | +201 | 20100.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 131 | 5 | 0.0% | — | 261 | +131 | New | Q4 2025 | Jan 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 266 | -221 | -68.85% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 100 | 4 | 0.0% | — | 265 | +100 | New | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 115 | 4 | 0.0% | 0.0% | 264 | +9 | 8.49% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Roble, Belko & Company, Inc | History | New | 75 | 3 | 0.0% | — | 267 | +75 | New | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 66 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 28 | 1 | 0.0% | 0.0% | 271 | +1 | 3.7% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 3.36% | — | -990,048 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.93% | — | -74,807 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,613 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,347 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -11,598 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,693 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Objective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,244 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,067 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,893 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -6,648 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,425 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,150 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,966 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,449 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -992 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2025 | Oct 10, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Jan 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 26, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -25 | -60.98% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |