INVESCO QQQ TRUST, SERIES 1 - QQQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 71,953,639 | 44,201,839 | 6.68% | 5.06% | 1 | +16,600,857 | 29.99% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,809,151 | 42,884,459 | 4.94% | 4.16% | 2 | +9,199,976 | 15.18% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,067,322 | 36,285,646 | 5.45% | 6.58% | 3 | -12,978,811 | -18.01% | Q4 2025 | Feb 17, 2026 |
| CTC LLC | History | Added to | 532,569 | 32,716,246 | 15.97% | 15.44% | 4 | +18,620 | 3.62% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Reduced | 31,944,295 | 19,623,699 | 4.71% | 4.68% | 5 | -3,978,282 | -11.07% | Q4 2025 | Feb 13, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Reduced | 23,548,677 | 14,466,187 | 22.91% | 23.39% | 6 | -2,934,900 | -11.08% | Q4 2025 | Feb 17, 2026 |
| Rokos Capital Management LLP | History | Added to | 22,072,056 | 13,556,767 | 52.83% | 41.17% | 7 | +6,113,154 | 38.31% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,547,552 | 12,008,256 | 0.87% | 2.07% | 8 | -31,315,745 | -61.57% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,563,485 | 11,403,733 | 2.08% | 2.53% | 9 | -3,604,008 | -16.26% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,765,171 | 10,913,322 | 1.34% | 2.28% | 10 | -13,302,288 | -42.82% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 16,041,841 | 9,854,664 | 0.59% | 0.89% | 11 | -8,516,396 | -34.68% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,098,442 | 8,441,136 | 3.82% | 3.13% | 12 | -124,473 | -10.18% | Q4 2025 | Feb 10, 2026 |
| Belvedere Trading LLC | History | Reduced | 13,444,055 | 8,258,817 | 8.87% | 10.72% | 13 | -2,070,683 | -13.35% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,971,710 | 7,968,651 | 3.35% | 3.69% | 14 | -1,421,147 | -9.87% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,625,431 | 7,141,619 | 1.16% | — | 15 | +11,625,431 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 11,508,554 | 7,069,819 | 1.15% | 1.8% | 16 | -7,638,886 | -39.9% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 10,772,687 | 6,617,769 | 1.81% | 1.87% | 17 | +103,844 | 0.97% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 10,647,804 | 6,541,052 | 2.89% | 2.88% | 18 | -110,436 | -1.03% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 7,433,672 | 4,566,579 | 8.94% | 2.96% | 19 | +4,782,864 | 180.43% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,998,272 | 4,299,108 | 7.96% | 21709.17% | 20 | -790,158 | -10.15% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 6,884,900 | 4,229,462 | 8.34% | 9.73% | 21 | -3,799,984 | -35.56% | Q4 2025 | Feb 17, 2026 |
| Castle Hook Partners LP | History | Added to | 6,383,200 | 3,921,263 | 16.29% | 6.83% | 22 | +4,137,100 | 184.19% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 5,184,203 | 3,184,707 | 5.92% | 10.66% | 23 | -6,940,990 | -57.24% | Q4 2025 | Mar 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 5,153,500 | 3,165,846 | 4.21% | 6.76% | 24 | -2,114,600 | -29.09% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 4,940,878 | 3,035,230 | 9.31% | 9.78% | 25 | +599,832 | 13.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,394,714 | 2,699,336 | 0.61% | 0.59% | 26 | +101,213 | 2.36% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,172,300 | 2,563,085 | 3.25% | 4.81% | 27 | -2,143,440 | -33.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,963,837 | 2,429,194 | 0.76% | 0.76% | 28 | +23,167 | 0.59% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,615,492 | 2,221,033 | 0.14% | 0.15% | 29 | -423,815 | -10.49% | Q4 2025 | Feb 11, 2026 |
| Atreides Management, LP | History | Added to | 3,500,000 | 2,150,085 | 26.27% | 23.38% | 30 | +1,500,000 | 75.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,147,300 | 1,933,417 | 2.06% | 2.36% | 31 | -773,100 | -19.72% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,091,292 | 1,899,012 | 1.2% | 1.27% | 32 | -80,718 | -2.54% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,036,463 | 1,865,329 | 1.02% | 1.12% | 33 | -34,558 | -1.13% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 3,025,000 | 1,858,287 | 3.11% | 2.71% | 34 | +534,000 | 21.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,945,721 | 1,809,583 | 0.54% | 0.52% | 35 | -40,605 | -1.36% | Q4 2025 | Feb 10, 2026 |
| Owl Creek Asset Management, L.P. | History | Added to | 2,557,200 | 1,570,913 | 47.41% | 13.16% | 36 | +1,867,200 | 270.61% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,546,238 | 1,564,179 | 1.75% | 1.85% | 37 | +701,038 | 37.99% | Q4 2025 | Feb 17, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 2,500,000 | 1,535,775 | 6.8% | 8.59% | 38 | -750,000 | -23.08% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 2,239,278 | 1,368,806 | 1.5% | 1.54% | 39 | +13,433 | 0.6% | Q4 2025 | Feb 17, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | History | No change | 2,200,000 | 1,351,482 | 65.15% | 68.27% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 2,088,404 | 1,282,927 | 1.83% | 0.84% | 41 | +1,165,804 | 126.36% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 1,271,636 | 1,271,636 | 0.74% | — | 42 | +1,271,636 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,069,461 | 1,271,291 | 0.02% | 0.01% | 43 | +1,277,079 | 161.17% | Q4 2025 | Feb 12, 2026 |
| Glenorchy Capital Ltd | History | Added to | 2,038,700 | 1,252,393 | 75.95% | 42.82% | 44 | +1,553,700 | 320.35% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,985,531 | 1,219,731 | 1.63% | 1.77% | 45 | -286,790 | -12.62% | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,888,000 | 1,159,552 | 9.09% | — | 46 | +1,888,000 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,847,004 | 1,135,729 | 1.66% | 1.45% | 47 | +72,309 | 4.07% | Q4 2025 | Feb 17, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 1,759,000 | 1,080,571 | 7.92% | 8.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,750,079 | 1,075,091 | 31.35% | 19.37% | 49 | +712,026 | 68.59% | Q4 2025 | Jan 20, 2026 |
| Select Equity Group, L.P. | History | New | 1,720,000 | 1,056,613 | 4.55% | — | 50 | +1,720,000 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 1,545,273 | 949,276 | 2.16% | 2.73% | 51 | -170,847 | -9.96% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Added to | 1,545,000 | 949,108 | 21.02% | 13.6% | 52 | +395,000 | 34.35% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,541,026 | 946,667 | 2.99% | 5.25% | 53 | -835,216 | -35.15% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,431,050 | 877,405 | 0.3% | 0.52% | 54 | -840,997 | -37.01% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,366,550 | 839,487 | 0.98% | 0.98% | 55 | -11,507 | -0.84% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,352,626 | 830,931 | 0.28% | 0.3% | 56 | -43,857 | -3.14% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,320,608 | 811,262 | 2.14% | 2.21% | 57 | -19,457 | -1.45% | Q4 2025 | Feb 05, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,277,709 | 784,909 | 24.12% | 24.97% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,203,564 | 739,361 | 0.81% | 0.82% | 59 | -97,459 | -7.49% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,154,740 | 709,368 | 1.28% | 1.31% | 60 | +37,166 | 3.33% | Q4 2025 | Mar 16, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,108,966 | 681,248 | 0.69% | 0.68% | 61 | +91,900 | 9.04% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 1,084,500 | 666,226 | 0.79% | 0.82% | 62 | +27,560 | 2.61% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,059,972 | 651,151 | 0.87% | 0.93% | 63 | -85,556 | -7.47% | Q4 2025 | Feb 02, 2026 |
| DV Trading LLC | History | New | 1,041,970 | 640,092 | 18.02% | — | 64 | +1,041,970 | New | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,039,438 | 638,537 | 0.51% | 0.51% | 65 | -2,747 | -0.26% | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 1,015,000 | 623,524 | 13.52% | — | 66 | +1,015,000 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 995,785 | 611,814 | 0.55% | 0.54% | 67 | +10,972 | 1.11% | Q4 2025 | Feb 13, 2026 |
| AIA Group Ltd | History | Added to | 970,018 | 595,891 | 8.92% | 0.25% | 68 | +946,473 | 4019.85% | Q4 2025 | Feb 09, 2026 |
| BARINGS LLC | History | Added to | 906,307 | 561,393 | 10.34% | 10.2% | 69 | +11,900 | 1.33% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 905,369 | 556,176 | 1.35% | 1.43% | 70 | +13,055 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Added to | 895,700 | 550,237 | 4.48% | 3.81% | 71 | +231,800 | 34.91% | Q4 2025 | Feb 13, 2026 |
| Cavalier Investments, LLC | History | Added to | 886,633 | 544,667 | 27.99% | 7.21% | 72 | +866,279 | 4256.06% | Q4 2025 | Feb 13, 2026 |
| Artemis Wealth Advisors, LLC | History | Reduced | 873,431 | 535,328 | 77.04% | 82.46% | 73 | -388,471 | -30.78% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 2,830,760 | 534,614 | 6.92% | 6.9% | 74 | +99 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 862,243 | 529,684 | 0.85% | 0.63% | 75 | +274,525 | 46.71% | Q4 2025 | Feb 10, 2026 |
| Alphadyne Asset Management LP | History | Added to | 845,428 | 519,354 | 12.14% | 1.76% | 76 | +809,592 | 2259.16% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 841,143 | 516,723 | 1.19% | 1.3% | 77 | -71,226 | -7.81% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | Reduced | 850,660 | 510,715 | 1.92% | 1.91% | 78 | -86,495 | -9.23% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 808,510 | 496,676 | 0.03% | 0.02% | 79 | +23,854 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 765,258 | 470,105 | 1.49% | 1.47% | 80 | +6,683 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Pureheart Capital Pte Ltd. | History | Added to | 760,000 | 466,875 | 36.27% | 22.26% | 81 | +430,000 | 130.3% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 751,154 | 461,441 | 0.67% | 0.71% | 82 | +20,541 | 2.81% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 707,024 | 434,331 | 0.31% | 0.32% | 83 | +1,052 | 0.15% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 701,972 | 431,228 | 0.16% | 0.09% | 84 | +276,850 | 65.12% | Q4 2025 | Jan 29, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 7,000 | 430,017 | 19.57% | 18.45% | 85 | -500 | -6.67% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 694,666 | 426,740 | 1.68% | 2.38% | 86 | -263,869 | -27.53% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 685,367 | 421,028 | 2.15% | 2.16% | 87 | -76,867 | -10.08% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 678,225 | 416,640 | 1.72% | 1.74% | 88 | +43,798 | 6.9% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 673,923 | 413,997 | 6.87% | 6.21% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 6,681,629 | 412,430 | 9.44% | 8.18% | 90 | +496,729 | 8.03% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 669,245 | 411,094 | 4.75% | 3.68% | 91 | +205,563 | 44.33% | Q4 2025 | Feb 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 660,336 | 405,651 | 2.11% | 2.19% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 660,000 | 405,444 | 6.44% | 136.19% | 93 | +10,000 | 1.54% | Q4 2025 | Feb 17, 2026 |
| NWI MANAGEMENT LP | History | New | 655,200 | 402,496 | 18.53% | — | 94 | +655,200 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 629,974 | 386,999 | 2.65% | 2.59% | 95 | +43,028 | 7.33% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 627,194 | 380,750 | 1.14% | 1.17% | 96 | +7,616 | 1.23% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 579,851 | 361,552 | 0.49% | 0.52% | 97 | -29,833 | -4.89% | Q4 2025 | Jan 08, 2026 |
| HBK INVESTMENTS L P | History | Added to | 579,500 | 355,992 | 2.8% | 1.59% | 98 | +338,500 | 140.46% | Q4 2025 | Feb 17, 2026 |
| Valiant Capital Management, L.P. | History | New | 560,000 | 344,013 | 19.46% | — | 99 | +560,000 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 553,252 | 339,868 | 8.99% | 5.58% | 100 | +45,918 | 9.05% | Q4 2025 | Feb 12, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 552,000 | 339,099 | 7.72% | 0.66% | 101 | +507,000 | 1126.67% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 551,290 | 338,662 | 1.17% | 1.07% | 102 | +1,770 | 0.32% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 541,577 | 332,696 | 0.47% | 1.11% | 103 | -695,381 | -56.22% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 520,874 | 319,978 | 8.8% | 9.48% | 104 | +3,134 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Norinchukin Bank, The | History | No change | 518,000 | 318,212 | 3.71% | 4.17% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 514,062 | 315,793 | 0.86% | 0.96% | 106 | -18,043 | -3.39% | Q4 2025 | Jan 26, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 509,000 | 312,683 | 0.21% | 0.21% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 501,866 | 307,265 | 1.45% | 1.53% | 108 | -20,164 | -3.86% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | New | 500,000 | 307,155 | 1.21% | — | 109 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 495,804 | 304,577 | 3.48% | 3.22% | 110 | +46,391 | 10.32% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 492,469 | 302,509 | 0.28% | 0.1% | 111 | +332,661 | 208.16% | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | Reduced | 484,595 | 297,691 | 1.49% | 7.29% | 112 | -1,955,985 | -80.14% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 483,756 | 297,175 | 15.18% | 14.23% | 113 | +27,785 | 6.09% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 483,730 | 297,160 | 0.18% | 0.17% | 114 | +72,800 | 17.72% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 478,622 | 294,022 | 1.85% | 1.61% | 115 | +100,230 | 26.49% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 477,381 | 293,259 | 0.27% | 0.24% | 116 | +87,574 | 22.47% | Q4 2025 | Feb 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 471,838 | 289,854 | 4.17% | 2.24% | 117 | +200,437 | 73.85% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 469,410 | 288,363 | 0.07% | 0.09% | 118 | -144,122 | -23.49% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | Added to | 465,035 | 285,675 | 1.01% | 0.4% | 119 | +321,967 | 225.04% | Q4 2025 | Feb 13, 2026 |
| Carrhae Capital LLP | History | New | 463,200 | 284,548 | 10.76% | — | 120 | +463,200 | New | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 462,456 | 284,091 | 0.85% | 0.86% | 121 | -8,668 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 461,200 | 283,319 | 9.54% | 24.17% | 122 | -1,818,100 | -79.77% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 460,532 | 282,909 | 0.29% | 0.15% | 123 | +221,050 | 92.3% | Q4 2025 | Feb 17, 2026 |
| Nishkama Capital, LLC | History | Reduced | 457,000 | 280,739 | 11.25% | 6.8% | 124 | -19,000 | -3.99% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 451,920 | 277,613 | 0.41% | 0.24% | 125 | +194,229 | 75.37% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 450,000 | 276,439 | 6.24% | — | 126 | +450,000 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 430,342 | 263,591 | 0.4% | 0.29% | 127 | +137,679 | 47.04% | Q4 2025 | Feb 18, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 421,260 | 258,839 | 9.79% | 9.91% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 407,317 | 250,218 | 1.44% | 1.36% | 129 | +43,517 | 11.96% | Q4 2025 | Feb 13, 2026 |
| Japan Science & Technology Agency | History | Added to | 403,081 | 247,616 | 4.55% | 3.19% | 130 | +104,414 | 34.96% | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 400,000 | 245,724 | 2.68% | 1.64% | 131 | -210,375 | -34.47% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 399,690 | 245,533 | 2.91% | 1.78% | 132 | +141,130 | 54.58% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 397,570 | 244,231 | 0.38% | 0.35% | 133 | +39,417 | 11.01% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 391,141 | 240,281 | 12.6% | 13.3% | 134 | +26,439 | 7.25% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 435,995 | 239,923 | 0.46% | 0.47% | 135 | +55,777 | 14.67% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 387,575 | 238,091 | 4.35% | 4.54% | 136 | -1,674 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Kensington Asset Management, LLC | History | Added to | 375,243 | 232,436 | 12.01% | 13.24% | 137 | +7,341 | 2.0% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 375,518 | 230,684 | 3.89% | 3.3% | 138 | +70,666 | 23.18% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 363,098 | 223,054 | 1.6% | 1.64% | 139 | -11,938 | -3.18% | Q4 2025 | Feb 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 360,351 | 221,367 | 13.4% | 13.39% | 140 | +4,211 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 357,900 | 219,861 | 2.79% | — | 141 | +357,900 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 353,804 | 217,345 | 3.24% | 0.56% | 142 | +289,400 | 449.35% | Q4 2025 | Feb 17, 2026 |
| Bell Bank | History | Added to | 353,558 | 217,194 | 9.28% | 9.1% | 143 | +3,431 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Vestal Point Capital, LP | History | New | 350,000 | 215,008 | 7.31% | — | 144 | +350,000 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 347,497 | 213,473 | 0.32% | 0.42% | 145 | -44,849 | -11.43% | Q4 2025 | Feb 13, 2026 |
| Mizuho Bank, Ltd. | History | Added to | 340,000 | 208,865 | 24.86% | 16.93% | 146 | +86,000 | 33.86% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 331,926 | 203,421 | 2.56% | 2.62% | 147 | -2,785 | -0.83% | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 325,454 | 199,929 | 0.55% | 0.71% | 148 | -93,655 | -22.35% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 319,166 | 196,066 | 1.08% | 1.06% | 149 | +11,565 | 3.76% | Q4 2025 | Feb 12, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 317,949 | 195,319 | 5.93% | 6.05% | 150 | -3,926 | -1.22% | Q4 2025 | Jan 20, 2026 |
| Consolidated Investment Group LLC | History | Added to | 310,400 | 190,681 | 22.81% | 22.64% | 151 | +3,400 | 1.11% | Q4 2025 | Jan 26, 2026 |
| Tejara Capital Ltd | History | New | 300,000 | 184,293 | 43.38% | — | 153 | +300,000 | New | Q4 2025 | Feb 05, 2026 |
| Luxor Capital Group, LP | History | Added to | 300,000 | 184,293 | 14.11% | 7.06% | 152 | +50,000 | 20.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 297,093 | 182,507 | 0.1% | 0.1% | 154 | +43,867 | 17.32% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Added to | 296,141 | 181,922 | 2.02% | 1.8% | 155 | +26,908 | 9.99% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | Added to | 284,343 | 174,674 | 0.13% | 0.1% | 156 | +69,008 | 32.05% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 651,166 | 173,474 | 0.63% | 0.63% | 157 | +293,069 | 81.84% | Q4 2025 | Feb 18, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Added to | 281,155 | 172,939 | 11.28% | 10.77% | 158 | +14,740 | 5.53% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 281,300 | 172,805 | 0.46% | 0.42% | 159 | +15,715 | 5.92% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 275,544 | 169,269 | 3.43% | 3.67% | 160 | +5,786 | 2.14% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 273,787 | 168,944 | 0.09% | 0.25% | 161 | -485,172 | -63.93% | Q4 2025 | Mar 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,436,917 | 164,693 | 0.22% | 0.55% | 162 | +20,851,832 | 3563.9% | Q4 2025 | Mar 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 267,960 | 164,610 | 2.05% | 1.98% | 163 | +9,378 | 3.63% | Q4 2025 | Feb 05, 2026 |
| PPSC Investment Service Corp | History | Reduced | 264,652 | 162,578 | 12.14% | 12.67% | 164 | -1,402 | -0.53% | Q4 2025 | Jan 26, 2026 |
| Saudi Central Bank | History | No change | 263,622 | 161,945 | 6.05% | 6.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Johns Hopkins University | History | No change | 258,537 | 158,821 | 11.57% | 8.65% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 258,365 | 158,716 | 16.48% | 17.17% | 167 | -3,835 | -1.46% | Q4 2025 | Feb 09, 2026 |
| LMR Partners LLP | History | Added to | 255,609 | 157,023 | 0.3% | 0.11% | 168 | +215,880 | 543.38% | Q4 2025 | Feb 17, 2026 |
| Interval Partners, LP | History | Added to | 254,163 | 156,134 | 2.79% | 1.5% | 169 | +100,847 | 65.78% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 253,762 | 155,947 | 0.5% | 0.45% | 170 | +30,173 | 13.49% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 252,104 | 154,869 | 0.83% | 0.07% | 171 | +229,103 | 996.06% | Q4 2025 | Jan 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 252,066 | 154,846 | 0.02% | 0.02% | 172 | -20,196 | -7.42% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 251,378 | 154,423 | 2.21% | 2.37% | 173 | -12,021 | -4.56% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 250,043 | 153,603 | 1.17% | 1.31% | 174 | -6,925 | -2.69% | Q4 2025 | Jan 14, 2026 |
| Cormorant Asset Management, LP | History | New | 250,000 | 153,577 | 7.1% | — | 176 | +250,000 | New | Q4 2025 | Feb 17, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 2,500 | 153,577 | 24.6% | 30.68% | 175 | -1,000 | -28.57% | Q4 2025 | Feb 17, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Reduced | 248,500 | 152,656 | 7.19% | 10.03% | 177 | -216,500 | -46.56% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 242,014 | 148,671 | 0.9% | 0.19% | 178 | +197,644 | 445.45% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 231,510 | 142,218 | 1.61% | 1.6% | 179 | +6,143 | 2.73% | Q4 2025 | Jan 20, 2026 |
| ALLIANZ SE | History | Added to | 230,003 | 141,293 | 1.82% | 2.69% | 180 | +19,046 | 9.03% | Q4 2025 | Feb 13, 2026 |
| Eversept Partners, LP | History | Reduced | 225,000 | 138,219 | 6.97% | 9.52% | 181 | -5,000 | -2.17% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 220,922 | 135,714 | 3.0% | 2.96% | 182 | -6,347 | -2.79% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 218,257 | 134,077 | 7.17% | 5.65% | 183 | +21,075 | 10.69% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 213,722 | 131,292 | 0.17% | 0.28% | 184 | +77,102 | 56.44% | Q4 2025 | Jan 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 207,243 | 127,311 | 2.1% | 2.1% | 185 | +8,408 | 4.23% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 207,007 | 127,166 | 0.26% | 0.17% | 186 | +100,555 | 94.46% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 205,424 | 126,193 | 5.42% | 5.55% | 187 | -2,967 | -1.42% | Q4 2025 | Jan 27, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 205,200 | 126,056 | 24.31% | 50.14% | 188 | -375,800 | -64.68% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 202,044 | 124,117 | 1.51% | 1.59% | 189 | -8,464 | -4.02% | Q4 2025 | Jan 21, 2026 |
| Oasis Management Co Ltd. | History | New | 200,000 | 122,862 | 7.96% | — | 190 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Capital Management Group Inc | History | Reduced | 178,500 | 121,875 | 61.7% | 61.7% | 191 | -24,500 | -12.07% | Q4 2025 | Feb 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,502 | 120,099 | 0.21% | 0.16% | 192 | +57,665 | 41.84% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 194,598 | 119,543 | 1.53% | 1.55% | 193 | +254 | 0.13% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 192,740 | 118,402 | 3.04% | 3.0% | 194 | -2,214 | -1.14% | Q4 2025 | Feb 03, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 192,673 | 118,361 | 67.17% | 66.1% | 195 | +10,260 | 5.62% | Q4 2025 | Feb 05, 2026 |
| CSM Advisors, LLC | History | Reduced | 192,578 | 118,305 | 3.21% | 3.34% | 196 | -6,641 | -3.33% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 190,262 | 116,879 | 0.82% | 0.99% | 197 | -5,218 | -2.67% | Q4 2025 | Feb 18, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 190,000 | 116,718 | 2.79% | 1.98% | 198 | -18,200 | -8.74% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,755 | 116,568 | 1.33% | 1.6% | 199 | +34,363 | 22.11% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 189,340 | 116,313 | 2.12% | 2.53% | 200 | -23,458 | -11.02% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 185,631 | 114,034 | 0.51% | 0.98% | 201 | -100,608 | -35.15% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 184,756 | 113,497 | 0.25% | 0.32% | 202 | -42,109 | -18.56% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 184,078 | 113,081 | 0.69% | 0.7% | 203 | +1,871 | 1.03% | Q4 2025 | Jan 29, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 184,000 | 113,033 | 9.68% | 9.68% | 204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 183,594 | 112,783 | 3.88% | 4.05% | 205 | -3,952 | -2.11% | Q4 2025 | Feb 12, 2026 |
| J. Goldman & Co LP | History | Added to | 183,076 | 112,465 | 2.96% | 0.02% | 206 | +181,851 | 14844.98% | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Added to | 180,062 | 110,613 | 11.56% | 11.29% | 207 | +3,376 | 1.91% | Q4 2025 | Jan 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 178,626 | 110,397 | 1.95% | 3.33% | 208 | -137,755 | -43.54% | Q4 2025 | Feb 12, 2026 |
| Constellation Investments, Inc. | History | Reduced | 179,026 | 109,977 | 3.39% | 5.47% | 209 | -15,974 | -8.19% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 178,867 | 109,880 | 1.97% | 2.18% | 210 | +868 | 0.49% | Q4 2025 | Jan 16, 2026 |
| Miura Global Management, LLC | History | New | 177,500 | 109,040 | 55.14% | — | 211 | +177,500 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 177,423 | 108,992 | 0.87% | 1.02% | 212 | -7,516 | -4.06% | Q4 2025 | Jan 26, 2026 |
| Trilogy Capital Inc. | History | Reduced | 176,314 | 108,311 | 4.84% | 5.05% | 213 | -5,622 | -3.09% | Q4 2025 | Jan 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 174,093 | 106,946 | 4.45% | 4.41% | 214 | +2,931 | 1.71% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 173,652 | 106,676 | 1.32% | 1.45% | 215 | -12,028 | -6.48% | Q4 2025 | Jan 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 173,511 | 106,589 | 3.47% | 2.73% | 216 | +37,115 | 27.21% | Q4 2025 | Jan 20, 2026 |
| Parker Investment Management, LLC | History | Reduced | 173,199 | 106,398 | 15.07% | 13.52% | 217 | -15,361 | -8.15% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 171,147 | 106,326 | 3.37% | 3.47% | 218 | +7,440 | 4.54% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 170,774 | 104,907 | 0.44% | 0.42% | 219 | +8,848 | 5.46% | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, LLC | History | Reduced | 170,614 | 104,809 | 8.5% | 8.48% | 220 | -6,237 | -3.53% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 167,544 | 102,923 | 3.1% | 3.52% | 221 | +25,544 | 17.99% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 165,976 | 101,960 | 3.55% | 3.59% | 222 | -1,716 | -1.02% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 165,274 | 101,529 | 0.17% | 0.17% | 223 | -1,250 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 162,458 | 99,799 | 3.51% | 3.77% | 224 | -1,486 | -0.91% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 160,961 | 98,878 | 0.38% | 0.37% | 225 | +2,822 | 1.78% | Q4 2025 | Feb 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 159,965 | 98,268 | 1.4% | 1.33% | 226 | +16,469 | 11.48% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 159,131 | 97,755 | 1.38% | 1.44% | 227 | -4,572 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Edenbrook Capital, LLC | History | Added to | 157,500 | 96,753 | 18.04% | 15.37% | 228 | +7,500 | 5.0% | Q4 2025 | Feb 13, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 157,000 | 96,446 | 7.23% | 17.53% | 229 | -221,714 | -58.54% | Q4 2025 | Jan 16, 2026 |
| Rising Stella Capital Pte. Ltd | History | New | 156,896 | 96,382 | 45.41% | — | 230 | +156,896 | New | Q4 2025 | Mar 02, 2026 |
| Sphera Management Technology Funds Ltd | History | Reduced | 155,000 | 95,218 | 32.5% | 35.92% | 231 | -35,000 | -18.42% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 153,898 | 94,620 | 1.55% | 1.42% | 232 | +14,872 | 10.7% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,945 | 93,955 | 1.01% | 0.99% | 233 | +43,949 | 40.32% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 151,647 | 93,158 | 1.06% | 1.01% | 234 | +4,214 | 2.86% | Q4 2025 | Feb 05, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 150,733 | 92,596 | 3.56% | 3.34% | 235 | -1,193 | -0.79% | Q4 2025 | Feb 02, 2026 |
| Corvex Management LP | History | New | 150,000 | 92,146 | 2.82% | — | 236 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 148,437 | 91,686 | 2.99% | 3.09% | 237 | -1,655 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 148,015 | 90,927 | 5.76% | 5.88% | 238 | -4,562 | -2.99% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 147,134 | 90,385 | 1.18% | 1.02% | 239 | +29,942 | 25.55% | Q4 2025 | Feb 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 146,431 | 89,953 | 7.85% | 7.91% | 240 | -368 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Delta Accumulation, LLC | History | Added to | 3,997 | 89,380 | 3.29% | 3.61% | 241 | +2 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Added to | 144,638 | 88,852 | 13.99% | 14.69% | 242 | +1,395 | 0.97% | Q4 2025 | Feb 09, 2026 |
| Yarbrough Capital, LLC | History | No change | 144,498 | 88,766 | 2.76% | 2.7% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| M&T BANK CORP | History | Added to | 143,305 | 88,033 | 0.28% | 0.29% | 244 | +2,100 | 1.49% | Q4 2025 | Jan 30, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 142,716 | 87,672 | 5.23% | 5.1% | 245 | +160 | 0.11% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 143,257 | 87,648 | 0.51% | 0.42% | 246 | +23,535 | 19.66% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 141,870 | 87,152 | 0.12% | 0.06% | 247 | +65,059 | 84.7% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | Added to | 141,357 | 86,837 | 0.32% | 0.29% | 248 | +766 | 0.54% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 141,120 | 86,691 | 2.11% | 2.13% | 249 | +989 | 0.71% | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 139,387 | 85,626 | 8.54% | 9.36% | 250 | -13,041 | -8.56% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 137,523 | 84,481 | 0.34% | 0.32% | 251 | -6,317 | -4.39% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 136,675 | 83,961 | 3.03% | 2.7% | 252 | +18,842 | 15.99% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 135,561 | 83,276 | 2.02% | 1.61% | 253 | +25,415 | 23.07% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 134,062 | 82,365 | 0.43% | 0.38% | 254 | +34,557 | 34.73% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 133,657 | 82,106 | 0.65% | 0.44% | 255 | -7,368 | -5.22% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 131,616 | 80,853 | 7.71% | 8.07% | 256 | +1,079 | 0.83% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 130,643 | 80,255 | 3.63% | 3.66% | 257 | +2,846 | 2.23% | Q4 2025 | Feb 06, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 130,592 | 80,224 | 7.3% | 7.45% | 258 | -1,087 | -0.83% | Q4 2025 | Feb 13, 2026 |
| MYDA Advisors LLC | History | Added to | 130,000 | 79,860 | 15.21% | 9.72% | 259 | +55,000 | 73.33% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 129,938 | 79,821 | 3.68% | 4.08% | 260 | +1,217 | 0.95% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 129,784 | 79,727 | 0.41% | — | 261 | +129,784 | New | Q4 2025 | Feb 18, 2026 |
| American Financial Advisors, LLC | History | Reduced | 129,656 | 79,649 | 10.28% | 10.34% | 262 | -4,082 | -3.05% | Q4 2025 | Feb 03, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 129,636 | 79,636 | 6.75% | 7.16% | 263 | -6,554 | -4.81% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | Added to | 129,505 | 79,556 | 1.22% | 1.17% | 264 | +426 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 129,059 | 79,282 | 6.85% | 0.76% | 265 | +118,996 | 1182.51% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 126,963 | 77,995 | 1.27% | 0.87% | 266 | +56,371 | 79.85% | Q4 2025 | Mar 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 125,855 | 77,395 | 2.03% | 1.64% | 267 | +13,771 | 12.29% | Q4 2025 | Jan 28, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 125,917 | 77,352 | 0.14% | 0.19% | 268 | -66,383 | -34.52% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 125,306 | 76,976 | 3.46% | 3.03% | 269 | +22,820 | 22.27% | Q4 2025 | Feb 17, 2026 |
| Intellus Advisors LLC | History | Reduced | 124,867 | 76,707 | 10.18% | 10.26% | 270 | -140 | -0.11% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 181,038 | 76,367 | 1.85% | 2.27% | 271 | -16,566 | -8.38% | Q4 2025 | Feb 11, 2026 |
| BANK HAPOALIM BM | History | Reduced | 124,072 | 76,218 | 6.62% | 9.3% | 272 | -1,836 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 122,824 | 75,451 | 0.9% | 1.01% | 273 | -64,954 | -34.59% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 122,300 | 75,225 | 2.08% | 2.03% | 274 | +3,493 | 2.94% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 121,326 | 74,532 | 2.17% | 1.38% | 275 | +50,963 | 72.43% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 121,260 | 74,491 | 0.55% | 0.56% | 276 | +78 | 0.06% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 120,926 | 74,286 | 2.43% | 2.5% | 277 | -581 | -0.48% | Q4 2025 | Feb 13, 2026 |
| King Wealth Management Group | History | Reduced | 120,279 | 73,889 | 8.91% | 9.1% | 278 | -388 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 120,248 | 73,869 | 2.58% | 2.78% | 279 | -11,480 | -8.71% | Q4 2025 | Feb 12, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 119,980 | 73,705 | 3.87% | 4.8% | 280 | -36,660 | -23.4% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 119,215 | 73,234 | 0.6% | 0.57% | 281 | +4,605 | 4.02% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 119,032 | 73,122 | 0.98% | 1.02% | 282 | -5,000 | -4.03% | Q4 2025 | Jan 30, 2026 |
| Purpose Unlimited Inc. | History | New | 118,767 | 72,959 | 3.34% | — | 283 | +118,767 | New | Q4 2025 | Mar 20, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 118,531 | 72,814 | 10.69% | 11.57% | 284 | -8,852 | -6.95% | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 118,474 | 72,779 | 2.67% | 2.69% | 285 | +1,651 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 118,258 | 72,647 | 1.41% | 1.45% | 286 | +17,295 | 17.13% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 117,886 | 72,415 | 0.29% | 0.26% | 287 | +14,287 | 13.79% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 117,859 | 72,401 | 0.4% | 0.43% | 288 | -406 | -0.34% | Q4 2025 | Feb 03, 2026 |
| LM Advisors LLC | History | Reduced | 44,419 | 72,306 | 1.3% | 5.94% | 289 | -24,195 | -35.26% | Q4 2025 | Feb 13, 2026 |
| Main Management LLC | History | Reduced | 117,654 | 72,276 | 5.2% | 5.2% | 290 | -574 | -0.49% | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 115,030 | 70,663 | 21.32% | 21.76% | 291 | -829 | -0.72% | Q4 2025 | Jan 22, 2026 |
| Juniper Hill Capital Management LP | History | No change | 113,987 | 70,023 | 16.72% | 16.19% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 113,520 | 69,736 | 12.88% | 15.15% | 293 | +16,320 | 16.79% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 112,791 | 69,288 | 10.74% | 10.61% | 294 | -11,591 | -9.32% | Q4 2025 | Feb 13, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 112,688 | 69,225 | 17.52% | — | 295 | +112,688 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 111,738 | 68,641 | 4.49% | 4.5% | 296 | +1,875 | 1.71% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 110,418 | 67,831 | 1.0% | 1.02% | 297 | -1,406 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Arosa Capital Management LP | History | Added to | 110,000 | 67,574 | 8.49% | 2.64% | 298 | +90,000 | 450.0% | Q4 2025 | Feb 17, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 109,041 | 66,985 | 7.93% | 17.57% | 299 | -149,802 | -57.87% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 108,799 | 66,836 | 0.54% | 0.6% | 300 | +8,830 | 8.83% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 108,417 | 66,601 | 0.16% | 0.17% | 301 | -29,769 | -21.54% | Q4 2025 | Feb 13, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 108,350 | 66,560 | 20.0% | 22.96% | 302 | -719 | -0.66% | Q4 2025 | Jan 15, 2026 |
| Embree Financial Group | History | Reduced | 108,248 | 66,497 | 8.15% | 9.23% | 303 | -6,519 | -5.68% | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | Added to | 107,678 | 66,147 | 12.36% | 10.67% | 304 | +19,944 | 22.73% | Q4 2025 | Jan 30, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 107,228 | 65,871 | 9.51% | 10.08% | 305 | -2,057 | -1.88% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 107,031 | 65,750 | 2.4% | 2.12% | 306 | +32,024 | 42.69% | Q4 2025 | Feb 09, 2026 |
| GenTrust, LLC | History | Reduced | 106,978 | 65,717 | 2.83% | 3.07% | 307 | -5,408 | -4.81% | Q4 2025 | Feb 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 106,161 | 65,629 | 0.08% | 0.08% | 308 | -1,408 | -1.31% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,776 | 65,593 | 0.03% | 0.03% | 309 | -1,334 | -1.23% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 106,521 | 65,436 | 2.28% | 2.4% | 310 | -3,425 | -3.12% | Q4 2025 | Jan 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 106,196 | 65,237 | 11.87% | 11.5% | 311 | -2,521 | -2.32% | Q4 2025 | Jan 14, 2026 |
| SWF LLC | History | No change | 105,000 | 64,502 | 6.52% | 6.46% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 104,397 | 64,131 | 0.92% | 0.94% | 313 | +2,033 | 1.99% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 103,627 | 63,659 | 0.23% | 0.27% | 314 | +547 | 0.53% | Q4 2025 | Feb 17, 2026 |
| 180 GPS Investments IC Ltd | History | Added to | 113,673 | 63,442 | 50.15% | 6.15% | 315 | +96,038 | 544.59% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 102,920 | 63,233 | 3.03% | 4.35% | 316 | -26,014 | -20.18% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 102,243 | 62,808 | 1.14% | 1.22% | 317 | -1,783 | -1.71% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | Reduced | 101,875 | 62,582 | 1.82% | 2.15% | 318 | -147,549 | -59.16% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 101,842 | 62,562 | 0.01% | 0.01% | 319 | +4,071 | 4.16% | Q4 2025 | Feb 10, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 101,500 | 62,352 | 1.4% | — | 320 | +101,500 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 100,501 | 61,738 | 0.02% | 0.02% | 321 | +7,121 | 7.63% | Q4 2025 | Feb 17, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 108,909 | 61,626 | 11.93% | 10.18% | 322 | +1,028 | 0.95% | Q4 2025 | Jan 28, 2026 |
| Falcon Wealth Planning | History | Added to | 100,195 | 61,550 | 5.18% | 5.39% | 323 | +372 | 0.37% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 100,053 | 61,463 | 1.42% | 1.43% | 324 | +347 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Maven Securities LTD | History | Added to | 100,000 | 61,453 | 1.36% | 0.19% | 325 | +87,118 | 676.28% | Q4 2025 | Feb 13, 2026 |
| Ionic Capital Management LLC | History | New | 100,000 | 61,431 | 7.82% | — | 326 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 99,579 | 61,172 | 4.64% | 4.56% | 327 | -1,781 | -1.76% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 99,146 | 60,906 | 3.47% | 3.59% | 328 | -719 | -0.72% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 98,642 | 60,596 | 2.26% | 4.0% | 329 | -3,317 | -3.25% | Q4 2025 | Feb 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 97,048 | 59,617 | 1.38% | 1.41% | 330 | -125 | -0.13% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 96,868 | 59,507 | 0.38% | 0.38% | 331 | +2,189 | 2.31% | Q4 2025 | Jan 28, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 96,666 | 59,382 | 11.41% | — | 332 | +96,666 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 96,619 | 59,354 | 1.17% | 1.23% | 333 | -1,516 | -1.54% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 96,489 | 59,274 | 1.33% | 1.45% | 334 | +3,535 | 3.8% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Added to | 94,219 | 57,879 | 1.03% | 0.9% | 335 | +19,725 | 26.48% | Q4 2025 | Jan 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 94,020 | 57,757 | 6.65% | 6.61% | 336 | -916 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 93,969 | 57,723 | 6.68% | 6.67% | 337 | -1,601 | -1.68% | Q4 2025 | Jan 27, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 93,692 | 57,555 | 14.01% | 13.68% | 338 | -2,475 | -2.57% | Q4 2025 | Jan 21, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 93,375 | 57,361 | 9.57% | 10.04% | 339 | -9,025 | -8.81% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 94,535 | 56,756 | 14.47% | 14.47% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 91,807 | 56,397 | 0.98% | 0.97% | 341 | +1,281 | 1.42% | Q4 2025 | Jan 22, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 91,702 | 56,333 | 7.94% | 8.85% | 342 | -1,248 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Added to | 90,881 | 55,901 | 10.97% | 10.57% | 343 | +5,010 | 5.83% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 90,332 | 55,491 | 0.18% | 1.75% | 344 | -786,208 | -89.69% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 89,919 | 55,227 | 2.44% | 2.49% | 345 | -2,802 | -3.02% | Q4 2025 | Feb 09, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 89,073 | 54,718 | 10.39% | 13.11% | 346 | -24,430 | -21.52% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 88,127 | 54,137 | 0.04% | — | 347 | +88,127 | New | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Added to | 87,997 | 54,057 | 11.12% | 9.21% | 348 | +1,226 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 87,982 | 54,048 | 0.15% | 0.2% | 349 | -20,253 | -18.71% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 87,972 | 54,042 | 2.35% | 2.4% | 350 | +83 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Fortune 45 LLC | History | Added to | 87,890 | 53,887 | 25.77% | 25.63% | 351 | +3,578 | 4.24% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 87,125 | 53,521 | 3.26% | 3.41% | 352 | -3,784 | -4.16% | Q4 2025 | Jan 26, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 87,109 | 53,511 | 16.01% | 16.31% | 353 | -1,325 | -1.5% | Q4 2025 | Jan 23, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 87,100 | 53,506 | 14.18% | 7.64% | 354 | +27,900 | 47.13% | Q4 2025 | Feb 17, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 87,068 | 53,486 | 7.6% | 7.67% | 355 | -246 | -0.28% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 86,632 | 53,220 | 0.21% | — | 356 | +86,632 | New | Q4 2025 | Feb 13, 2026 |
| Humankind Investments LLC | History | No change | 86,575 | 53,183 | 23.85% | 11.9% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Added to | 86,339 | 53,038 | 0.13% | 0.14% | 358 | +4,111 | 5.0% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 86,276 | 53,000 | 3.07% | 3.12% | 359 | +927 | 1.09% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 85,655 | 52,618 | 1.24% | 1.26% | 360 | -1,009 | -1.16% | Q4 2025 | Jan 30, 2026 |
| Gemsstock Ltd. | History | New | 8,772 | 52,465 | 6.61% | — | 361 | +8,772 | New | Q4 2025 | Feb 13, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 83,900 | 51,540 | 12.92% | 12.97% | 362 | +159 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 83,800 | 51,478 | 0.89% | 0.98% | 363 | +13,531 | 19.26% | Q4 2025 | Feb 09, 2026 |
| Evensky & Katz LLC | History | Reduced | 83,705 | 51,421 | 2.9% | 3.03% | 364 | -3,165 | -3.64% | Q4 2025 | Feb 05, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 83,550 | 51,325 | 2.82% | 2.89% | 365 | +46 | 0.06% | Q4 2025 | Feb 04, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 83,435 | 51,255 | 0.65% | 0.91% | 366 | -27,041 | -24.48% | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 82,729 | 50,820 | 5.38% | 5.38% | 367 | +567 | 0.69% | Q4 2025 | Jan 20, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 82,448 | 50,648 | 7.49% | 7.46% | 368 | +724 | 0.89% | Q4 2025 | Jan 30, 2026 |
| PSI Advisors, LLC | History | Added to | 89,688 | 50,301 | 12.63% | 12.37% | 369 | +9,707 | 12.14% | Q4 2025 | Feb 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 81,876 | 50,297 | 2.65% | 2.62% | 370 | +31,516 | 62.58% | Q4 2025 | Feb 09, 2026 |
| Copos Capital S.a r.l. | History | New | 81,366 | 49,983 | 34.91% | — | 371 | +81,366 | New | Q4 2025 | Feb 23, 2026 |
| Round Rock Advisors LLC | History | Added to | 81,102 | 49,821 | 7.49% | 7.67% | 372 | +514 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 102,362 | 49,116 | 1.63% | 1.7% | 373 | +6,433 | 6.71% | Q4 2025 | Feb 06, 2026 |
| Socha Financial Group, LLC | History | Reduced | 79,857 | 49,057 | 23.94% | 25.53% | 374 | -20,796 | -20.66% | Q4 2025 | Jan 30, 2026 |
| Oxler Private Wealth LLC | History | Added to | 79,504 | 48,839 | 14.14% | 13.79% | 375 | +541 | 0.69% | Q4 2025 | Jan 23, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 79,166 | 48,632 | 14.36% | 15.02% | 376 | -2,870 | -3.5% | Q4 2025 | Feb 04, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 78,645 | 48,555 | 0.34% | 0.33% | 377 | +7,555 | 10.63% | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | Reduced | 78,764 | 48,385 | 5.19% | 8.91% | 378 | -34,028 | -30.17% | Q4 2025 | Feb 17, 2026 |
| Wallace Hart LLC | History | Added to | 78,013 | 47,924 | 35.32% | 34.39% | 379 | +128 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Aragon Global Management, LP | History | No change | 77,995 | 47,913 | 14.54% | 14.39% | 380 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 77,985 | 47,906 | 1.35% | 1.96% | 381 | -33,599 | -30.11% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 77,877 | 47,840 | 0.27% | 0.29% | 382 | +1,606 | 2.11% | Q4 2025 | Jan 26, 2026 |
| Jain Global LLC | History | New | 77,500 | 47,609 | 0.23% | — | 383 | +77,500 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 77,430 | 47,566 | 2.76% | 2.8% | 384 | -277 | -0.36% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 77,219 | 47,432 | 0.29% | 0.3% | 385 | +1,883 | 2.5% | Q4 2025 | Jan 27, 2026 |
| FORM Wealth Advisors, LLC | History | New | 76,498 | 46,993 | 5.5% | — | 387 | +76,498 | New | Q4 2025 | Jan 28, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 76,498 | 46,993 | 12.02% | 12.1% | 386 | -4,720 | -5.81% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 76,481 | 46,983 | 5.65% | — | 388 | +76,481 | New | Q4 2025 | Feb 12, 2026 |
| Client First Capital LLC | History | Reduced | 76,219 | 46,822 | 19.74% | 20.44% | 389 | -194 | -0.25% | Q4 2025 | Jan 26, 2026 |
| Richmond Brothers, Inc. | History | Added to | 76,170 | 46,789 | 29.77% | 25.43% | 390 | +9,065 | 13.51% | Q4 2025 | Feb 12, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 75,240 | 46,220 | 10.16% | 13.66% | 391 | -24,318 | -24.43% | Q4 2025 | Feb 05, 2026 |
| SCOGGIN MANAGEMENT LP | History | No change | 75,000 | 46,073 | 7.07% | 7.05% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 74,843 | 46,008 | 0.35% | — | 393 | +74,843 | New | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 74,679 | 45,876 | 2.22% | 2.0% | 394 | +19,554 | 35.47% | Q4 2025 | Jan 28, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 74,667 | 45,868 | 3.4% | 3.21% | 395 | -3,922 | -4.99% | Q4 2025 | Jan 23, 2026 |
| RIA Advisory Group LLC | History | Added to | 74,660 | 45,864 | 11.03% | 9.66% | 396 | +11,882 | 18.93% | Q4 2025 | Feb 02, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 73,749 | 45,817 | 2.67% | 1.25% | 397 | +40,439 | 121.4% | Q4 2025 | Jan 26, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 74,150 | 45,550 | 17.83% | 18.3% | 398 | -845 | -1.13% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 73,919 | 45,409 | 3.44% | 3.42% | 399 | +3,374 | 4.78% | Q4 2025 | Jan 09, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 72,973 | 44,827 | 9.58% | 9.83% | 400 | -1,236 | -1.67% | Q4 2025 | Jan 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 72,775 | 44,706 | 2.61% | 2.57% | 401 | +1,331 | 1.86% | Q4 2025 | Jan 15, 2026 |
| Cooper Financial Group | History | Reduced | 72,083 | 44,281 | 4.71% | 5.89% | 402 | -16,594 | -18.71% | Q4 2025 | Jan 08, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 72,067 | 44,272 | 4.06% | 4.42% | 403 | -7,150 | -9.03% | Q4 2025 | Jan 29, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 71,884 | 44,159 | 6.86% | 5.25% | 404 | +12,278 | 20.6% | Q4 2025 | Feb 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 71,544 | 43,950 | 7.53% | 7.25% | 405 | +1,754 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 71,275 | 43,785 | 5.62% | 6.03% | 406 | +3,782 | 5.6% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 69,558 | 43,588 | 8.42% | 8.41% | 407 | -1,225 | -1.73% | Q4 2025 | Jan 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 70,750 | 43,462 | 2.46% | 2.45% | 408 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 70,440 | 43,272 | 0.92% | 1.04% | 409 | -6,424 | -8.36% | Q4 2025 | Feb 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 70,311 | 43,192 | 0.35% | 0.29% | 410 | +3,663 | 5.5% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 70,034 | 43,022 | 3.37% | 3.37% | 411 | +1,818 | 2.67% | Q4 2025 | Jan 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 69,207 | 42,514 | 2.38% | — | 412 | +69,207 | New | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 69,197 | 42,508 | 2.06% | 2.18% | 413 | -19,483 | -21.97% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Reduced | 69,148 | 42,478 | 0.08% | 0.08% | 414 | -1,325 | -1.88% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 68,980 | 42,374 | 1.04% | 1.0% | 415 | +3,284 | 5.0% | Q4 2025 | Jan 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 68,947 | 42,358 | 0.37% | 0.39% | 416 | -4,033 | -5.53% | Q4 2025 | Feb 03, 2026 |
| Valence8 US LP | History | Reduced | 68,788 | 42,257 | 12.52% | 15.43% | 417 | -6,173 | -8.23% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 68,638 | 42,164 | 0.9% | 0.9% | 418 | +1,400 | 2.08% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Reduced | 68,429 | 42,036 | 1.27% | 1.33% | 419 | -1,086 | -1.56% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 68,359 | 41,993 | 0.81% | 0.8% | 420 | +2,029 | 3.06% | Q4 2025 | Feb 12, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 68,255 | 41,929 | 5.81% | 5.78% | 421 | -167 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Bawa N Mallick Trust | History | Added to | 67,677 | 41,574 | 15.44% | 15.37% | 422 | +7 | 0.01% | Q4 2025 | Mar 12, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 67,352 | 41,375 | 1.55% | 1.54% | 423 | -536 | -0.79% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 67,249 | 41,311 | 12.03% | 11.73% | 424 | +2,421 | 3.73% | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 67,207 | 41,291 | 7.14% | 7.28% | 425 | +2,055 | 3.15% | Q4 2025 | Feb 12, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 67,125 | 41,235 | 12.49% | 12.5% | 426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 67,050 | 41,189 | 0.26% | 0.26% | 427 | +477 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 66,491 | 40,846 | 1.31% | 1.24% | 428 | -4,952 | -6.93% | Q4 2025 | Jan 09, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 66,200 | 40,667 | 19.43% | 17.44% | 429 | +1,000 | 1.53% | Q4 2025 | Feb 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 66,190 | 40,661 | 4.08% | 4.24% | 430 | -1,516 | -2.24% | Q4 2025 | Jan 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 66,167 | 40,646 | 8.72% | 3.6% | 431 | +48,457 | 273.61% | Q4 2025 | Feb 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 66,112 | 40,612 | 5.86% | 5.23% | 432 | +6,931 | 11.71% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Added to | 65,200 | 40,527 | 2.26% | 2.15% | 433 | +86 | 0.13% | Q4 2025 | Feb 04, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 65,958 | 40,518 | 20.05% | — | 434 | +65,958 | New | Q4 2025 | Feb 25, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 65,394 | 39,943 | 4.45% | 4.45% | 435 | +2,702 | 4.31% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 63,842 | 39,800 | 0.83% | 0.8% | 436 | +1,933 | 3.12% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 64,746 | 39,774 | 2.74% | 2.91% | 437 | +95 | 0.15% | Q4 2025 | Feb 02, 2026 |
| IFG Advisors, LLC | History | Reduced | 64,700 | 39,745 | 6.62% | 6.56% | 438 | -2,307 | -3.44% | Q4 2025 | Jan 13, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 64,389 | 39,554 | 17.05% | 17.71% | 439 | -2,236 | -3.36% | Q4 2025 | Jan 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 64,298 | 39,498 | 5.3% | 5.94% | 440 | +2,629 | 4.26% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,283 | 39,489 | 1.03% | 1.03% | 441 | +264 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Goldstream Capital Management Ltd | History | Reduced | 64,052 | 39,347 | 14.14% | 35.91% | 442 | -200,251 | -75.77% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 63,765 | 39,171 | 1.82% | 1.59% | 443 | +9,990 | 18.58% | Q4 2025 | Feb 13, 2026 |
| HWG Holdings LP | History | Reduced | 63,515 | 39,017 | 9.45% | 9.84% | 444 | -1,189 | -1.84% | Q4 2025 | Jan 12, 2026 |
| Peak Planning Group, LLC | History | New | 63,202 | 38,894 | 10.91% | — | 445 | +63,202 | New | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | No change | 62,369 | 38,313 | 0.23% | 0.2% | 446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Volterra Technologies LP | History | Added to | 61,913 | 38,033 | 3.84% | 3.07% | 447 | +2,313 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Georgetown University | History | Added to | 61,617 | 37,851 | 15.07% | 12.33% | 448 | +145 | 0.24% | Q4 2025 | Jan 30, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 61,589 | 37,834 | 19.77% | 19.3% | 449 | +867 | 1.43% | Q4 2025 | Feb 17, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 61,468 | 37,760 | 18.31% | 17.66% | 450 | +502 | 0.82% | Q4 2025 | Feb 13, 2026 |
| CARNEGIE MELLON UNIVERSITY | History | Added to | 61,106 | 37,538 | 42.04% | 27.85% | 451 | +67 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 61,040 | 37,497 | 3.13% | 3.27% | 452 | -4,579 | -6.98% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 60,972 | 37,455 | 5.53% | 5.73% | 453 | +689 | 1.14% | Q4 2025 | Jan 27, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Reduced | 59,900 | 37,370 | 57.74% | 20.16% | 454 | -194,738 | -76.48% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 60,718 | 37,299 | 2.55% | 2.65% | 455 | +496 | 0.82% | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Added to | 60,657 | 37,262 | 3.4% | 3.4% | 456 | +943 | 1.58% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Added to | 60,628 | 37,244 | 0.79% | 0.81% | 457 | +2,642 | 4.56% | Q4 2025 | Jan 28, 2026 |
| Briaud Financial Planning, Inc | History | Reduced | 60,414 | 37,112 | 9.14% | 11.87% | 458 | -103 | -0.17% | Q4 2025 | Jan 28, 2026 |
| EMC Capital Management | History | Added to | 59,149 | 36,840 | 16.36% | 16.7% | 459 | +351 | 0.6% | Q4 2025 | Mar 09, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 59,460 | 36,526 | 1.11% | 1.13% | 460 | -277 | -0.46% | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 59,371 | 36,472 | 5.36% | 5.3% | 461 | +607 | 1.03% | Q4 2025 | Feb 10, 2026 |
| FF Advisors,LLC | History | Added to | 59,153 | 36,338 | 16.19% | 16.93% | 462 | +144 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Wilmar Advisors LLC | History | No change | 59,000 | 36,244 | 28.31% | 29.07% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Added to | 58,429 | 36,192 | 9.26% | 8.86% | 464 | +1,776 | 3.13% | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 58,725 | 36,075 | 1.16% | 1.13% | 465 | +303 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 58,091 | 35,685 | 0.55% | 0.64% | 466 | +3,477 | 6.37% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 57,901 | 35,569 | 1.27% | 1.09% | 467 | +9,279 | 19.08% | Q4 2025 | Feb 06, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 57,844 | 35,533 | 1.54% | 1.56% | 468 | -564 | -0.97% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 57,423 | 35,275 | 1.64% | 1.75% | 469 | -2,747 | -4.57% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 57,416 | 35,271 | 0.03% | 0.05% | 470 | -30,820 | -34.93% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Added to | 57,144 | 35,104 | 2.16% | 2.13% | 471 | +990 | 1.76% | Q4 2025 | Feb 09, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 57,126 | 35,092 | 18.54% | 18.89% | 472 | -851 | -1.47% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Added to | 57,093 | 35,072 | 0.2% | 0.15% | 473 | +15,352 | 36.78% | Q4 2025 | Feb 10, 2026 |
| TCP Asset Management, LLC | History | Added to | 57,024 | 35,030 | 5.9% | 5.93% | 474 | +1,680 | 3.04% | Q4 2025 | Jan 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 56,834 | 34,913 | 1.54% | 1.31% | 475 | +4,863 | 9.36% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 56,535 | 34,729 | 3.77% | 3.9% | 476 | -1,197 | -2.07% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,355 | 34,631 | 0.38% | 0.38% | 477 | +387 | 0.69% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 55,985 | 34,468 | 3.13% | 1.47% | 478 | +35,565 | 174.17% | Q4 2025 | Jan 15, 2026 |
| Harvest Investment Advisors, LLC | History | New | 56,042 | 34,427 | 19.51% | — | 479 | +56,042 | New | Q4 2025 | Feb 17, 2026 |
| Ategra Capital Management, LLC | History | Added to | 55,839 | 34,302 | 16.32% | 12.69% | 480 | +20,000 | 55.81% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 55,757 | 34,251 | 11.38% | 11.65% | 481 | -1,435 | -2.51% | Q4 2025 | Jan 23, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 55,647 | 34,185 | 1.52% | 1.48% | 482 | +6,357 | 12.9% | Q4 2025 | Feb 10, 2026 |
| NRI Wealth Management LC | History | Reduced | 55,622 | 34,169 | 17.43% | 17.95% | 483 | -300 | -0.54% | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 55,585 | 34,146 | 2.04% | 2.46% | 484 | -7,353 | -11.68% | Q4 2025 | Feb 17, 2026 |
| TCM Advisors, LLC | History | Reduced | 55,545 | 34,121 | 2.6% | 3.56% | 485 | -1,107 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 55,348 | 34,000 | 5.61% | 5.72% | 486 | -291 | -0.52% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 55,123 | 33,862 | 2.43% | 2.54% | 487 | -5,152 | -8.55% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 54,997 | 33,784 | 1.57% | 2.36% | 488 | +13,297 | 31.89% | Q4 2025 | Feb 17, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 54,629 | 33,559 | 0.18% | 0.24% | 489 | -15,067 | -21.62% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 54,467 | 33,459 | 0.02% | 0.02% | 490 | -1,349 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 54,457 | 33,453 | 0.86% | 0.87% | 491 | +1,605 | 3.04% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 54,424 | 33,432 | 0.33% | 0.39% | 492 | -8,718 | -13.81% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 54,388 | 33,410 | 6.82% | 7.22% | 493 | -218 | -0.4% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 54,333 | 33,377 | 0.2% | 0.17% | 494 | +7,771 | 16.69% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 54,205 | 33,298 | 0.72% | 0.21% | 495 | +43,488 | 405.79% | Q4 2025 | Feb 12, 2026 |
| Braeburn Wealth Management LLC | History | New | 54,183 | 33,284 | 17.0% | — | 496 | +54,183 | New | Q4 2025 | Feb 18, 2026 |
| Twin Tree Management, LP | History | New | 54,105 | 33,237 | 0.29% | — | 497 | +54,105 | New | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 53,939 | 33,135 | 1.41% | 3.58% | 498 | -125,237 | -69.9% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 53,925 | 33,126 | 0.18% | 0.18% | 499 | +1,211 | 2.3% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 53,912 | 33,119 | 0.05% | 0.04% | 500 | +5,310 | 10.93% | Q4 2025 | Feb 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 53,892 | 33,106 | 9.82% | 9.89% | 501 | +63 | 0.12% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 53,158 | 32,968 | 0.42% | 0.41% | 502 | +217 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 53,495 | 32,862 | 0.06% | 0.08% | 503 | -18,043 | -25.22% | Q4 2025 | Feb 12, 2026 |
| Davidson Capital Management Inc. | History | Added to | 53,487 | 32,857 | 7.11% | 7.06% | 504 | +864 | 1.64% | Q4 2025 | Jan 28, 2026 |
| Redwood Investment Management, LLC | History | Added to | 53,351 | 32,774 | 3.68% | 3.3% | 505 | +2,651 | 5.23% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 53,233 | 32,701 | 10.23% | 10.03% | 506 | +218 | 0.41% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 52,774 | 32,420 | 0.56% | 0.5% | 507 | +10,119 | 23.72% | Q4 2025 | Feb 19, 2026 |
| Banco Santander, S.A. | History | New | 52,733 | 32,394 | 0.24% | — | 508 | +52,733 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 52,705 | 32,377 | 0.76% | 0.77% | 509 | -507 | -0.95% | Q4 2025 | Feb 12, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 52,544 | 32,278 | 18.74% | 18.75% | 510 | -1,559 | -2.88% | Q4 2025 | Jan 07, 2026 |
| AJ Advisors, LLC | History | Added to | 52,392 | 32,184 | 11.88% | 12.35% | 511 | +2,123 | 4.22% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 52,302 | 32,129 | 1.69% | 1.79% | 512 | +4,359 | 9.09% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 52,227 | 32,083 | 0.71% | 0.74% | 513 | -2,609 | -4.76% | Q4 2025 | Feb 04, 2026 |
| Financial Life Planners | History | Added to | 52,111 | 32,012 | 22.98% | 20.54% | 514 | +1,183 | 2.32% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 52,049 | 31,974 | 1.46% | 1.62% | 515 | -5,520 | -9.59% | Q4 2025 | Feb 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 51,964 | 31,921 | 6.9% | 6.84% | 516 | +247 | 0.48% | Q4 2025 | Jan 26, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 51,219 | 31,464 | 5.67% | 5.87% | 517 | -1,765 | -3.33% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 51,066 | 31,370 | 0.11% | 0.1% | 518 | +5,890 | 13.04% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 51,044 | 31,356 | 0.33% | 0.34% | 519 | -1,350 | -2.58% | Q4 2025 | Feb 10, 2026 |
| TTP Investments, Inc. | History | Reduced | 50,994 | 31,325 | 10.22% | 10.96% | 520 | -11,419 | -18.3% | Q4 2025 | Jan 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 50,945 | 31,296 | 3.33% | 3.32% | 521 | +27 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Resolute Advisors LLC | History | Reduced | 50,898 | 31,267 | 10.2% | 7.94% | 522 | -559 | -1.09% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 50,819 | 31,218 | 1.9% | 2.07% | 523 | -3,124 | -5.79% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 50,322 | 30,913 | 0.04% | 0.0% | 524 | +45,777 | 1007.19% | Q4 2025 | Feb 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 50,303 | 30,901 | 7.73% | 0.12% | 525 | +49,570 | 6762.62% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 50,082 | 30,765 | 0.23% | 0.18% | 526 | +11,954 | 31.35% | Q4 2025 | Feb 12, 2026 |
| Ground Swell Capital, LLC | History | New | 50,000 | 30,715 | 63.21% | — | 527 | +50,000 | New | Q4 2025 | Feb 04, 2026 |
| KOTLER KEVIN | History | New | 50,000 | 30,715 | 7.18% | — | 528 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Union Square Park Capital Management, LLC | History | Added to | 50,000 | 30,715 | 14.77% | 5.34% | 529 | +25,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 49,960 | 30,691 | 0.56% | 0.56% | 530 | -761 | -1.5% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Added to | 49,925 | 30,669 | 0.96% | 0.93% | 531 | +2,517 | 5.31% | Q4 2025 | Feb 12, 2026 |
| Fairfield Financial Advisors, LTD | History | Reduced | 49,763 | 30,569 | 9.96% | 10.13% | 532 | -332 | -0.66% | Q4 2025 | Feb 02, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 49,521 | 30,421 | 5.81% | 5.84% | 533 | +356 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 49,031 | 30,119 | 2.46% | 2.61% | 534 | -1,149 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 49,017 | 30,111 | 5.76% | 5.37% | 535 | +4,175 | 9.31% | Q4 2025 | Jan 21, 2026 |
| Fore Capital, LLC | History | Added to | 49,000 | 30,101 | 9.84% | 7.41% | 536 | +6,000 | 13.95% | Q4 2025 | Feb 11, 2026 |
| KWMG, LLC | History | Reduced | 48,948 | 30,068 | 2.59% | 2.68% | 537 | -1,991 | -3.91% | Q4 2025 | Jan 16, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 48,777 | 29,964 | 27.32% | — | 538 | +48,777 | New | Q4 2025 | Feb 09, 2026 |
| Cercano Management LLC | History | Reduced | 48,739 | 29,940 | 1.13% | 1.31% | 539 | -8,212 | -14.42% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 48,555 | 29,828 | 1.93% | 2.38% | 540 | -11,902 | -19.69% | Q4 2025 | Feb 10, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 48,556 | 29,828 | 12.49% | 12.76% | 541 | -602 | -1.22% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Added to | 48,495 | 29,790 | 2.5% | 2.41% | 542 | +877 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Added to | 48,429 | 29,692 | 4.58% | 0.03% | 543 | +39,458 | 439.84% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 47,902 | 29,426 | 0.55% | 0.74% | 544 | -11,774 | -19.73% | Q4 2025 | Feb 03, 2026 |
| Wealth Group Ltd | History | Added to | 47,891 | 29,419 | 6.58% | 5.54% | 545 | +7,993 | 20.03% | Q4 2025 | Jan 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 47,852 | 29,395 | 2.65% | 2.68% | 546 | -461 | -0.95% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 47,434 | 29,139 | 6.65% | 5.99% | 547 | -297 | -0.62% | Q4 2025 | Feb 02, 2026 |
| CDC Financial, Inc. | History | New | 47,500 | 29,053 | 13.6% | — | 548 | +47,500 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 46,954 | 28,844 | 1.71% | 1.74% | 549 | +18 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 46,812 | 28,756 | 6.15% | 6.78% | 550 | -4,009 | -7.89% | Q4 2025 | Feb 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 46,767 | 28,729 | 3.91% | 3.93% | 551 | +858 | 1.87% | Q4 2025 | Jan 21, 2026 |
| BostonPremier Wealth LLC | History | Added to | 46,701 | 28,689 | 14.7% | 11.06% | 552 | +9,592 | 25.85% | Q4 2025 | Jan 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 46,658 | 28,662 | 7.73% | 7.22% | 553 | +2,727 | 6.21% | Q4 2025 | Feb 02, 2026 |
| Amundi | History | Reduced | 46,621 | 28,639 | 0.01% | 0.02% | 554 | -65,287 | -58.34% | Q4 2025 | Feb 17, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 64,559 | 28,627 | 2.78% | 3.48% | 555 | +9,559 | 17.38% | Q4 2025 | Feb 13, 2026 |
| Diesslin Group, Inc. | History | New | 46,440 | 28,528 | 11.34% | — | 556 | +46,440 | New | Q4 2025 | Feb 25, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 46,432 | 28,523 | 0.41% | 0.4% | 557 | +1,553 | 3.46% | Q4 2025 | Feb 09, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 47,199 | 28,472 | 10.42% | 11.42% | 558 | -356 | -0.75% | Q4 2025 | Jan 13, 2026 |
| Darrow Company, Inc. | History | Added to | 46,260 | 28,418 | 12.77% | 13.0% | 559 | +41 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 46,126 | 28,335 | 6.28% | 6.45% | 560 | -488 | -1.05% | Q4 2025 | Jan 12, 2026 |
| Hudock, Inc. | History | Reduced | 46,115 | 28,329 | 4.17% | 4.28% | 561 | -812 | -1.73% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 45,978 | 28,244 | 1.3% | 1.26% | 562 | +481 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 45,972 | 28,240 | 6.04% | 6.01% | 563 | +2,514 | 5.78% | Q4 2025 | Feb 10, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 45,959 | 28,232 | 3.13% | 3.16% | 564 | -585 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 45,849 | 28,165 | 9.04% | 17.5% | 565 | -72,161 | -61.15% | Q4 2025 | Jan 21, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 45,798 | 28,133 | 1.29% | 1.3% | 566 | -389 | -0.84% | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 45,576 | 27,998 | 4.88% | 4.84% | 567 | +903 | 2.02% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | Reduced | 45,497 | 27,949 | 6.3% | 6.54% | 568 | -2,769 | -5.74% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 45,471 | 27,933 | 1.35% | 1.26% | 569 | +1,921 | 4.41% | Q4 2025 | Jan 20, 2026 |
| New Perspectives, Inc | History | Reduced | 45,106 | 27,709 | 9.61% | 12.4% | 570 | -1,046 | -2.27% | Q4 2025 | Jan 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 45,065 | 27,683 | 2.32% | 2.29% | 571 | +850 | 1.92% | Q4 2025 | Jan 12, 2026 |
| Fairway Wealth LLC | History | Added to | 44,870 | 27,563 | 7.43% | 7.52% | 572 | +223 | 0.5% | Q4 2025 | Jan 28, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 44,868 | 27,562 | 2.83% | 2.76% | 573 | +2,043 | 4.77% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 44,300 | 27,547 | 4.62% | 5.06% | 574 | -2,433 | -5.21% | Q4 2025 | Feb 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 44,808 | 27,525 | 2.77% | 3.62% | 575 | -76 | -0.17% | Q4 2025 | Jan 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 44,663 | 27,524 | 1.78% | 1.89% | 576 | +166 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 44,793 | 27,516 | 0.46% | 0.31% | 577 | +14,507 | 47.9% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 44,735 | 27,481 | 0.56% | 0.52% | 578 | +6,968 | 18.45% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,534 | 27,357 | 0.42% | 0.43% | 579 | +674 | 1.54% | Q4 2025 | Feb 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 44,536 | 27,306 | 7.96% | 8.78% | 580 | -299 | -0.67% | Q4 2025 | Jan 06, 2026 |
| GenWealth Group, Inc. | History | Added to | 43,713 | 27,251 | 4.65% | 4.66% | 581 | +2,052 | 4.93% | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 44,305 | 27,217 | 0.09% | 0.08% | 582 | +333 | 0.76% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 44,161 | 27,128 | 7.89% | 8.28% | 583 | +2,300 | 5.49% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | Reduced | 44,158 | 27,126 | 14.85% | 10.22% | 584 | -1,572 | -3.44% | Q4 2025 | Feb 02, 2026 |
| MIG Capital, LLC | History | No change | 44,019 | 27,041 | 4.59% | 3.84% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | History | Reduced | 44,000 | 27,029 | 16.21% | 20.02% | 586 | -29,700 | -40.3% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 43,943 | 26,994 | 0.23% | 0.19% | 587 | +2,822 | 6.86% | Q4 2025 | Jan 05, 2026 |
| Asset One Wealth Management LLC | History | New | 43,072 | 26,969 | 3.69% | — | 588 | +43,072 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 43,849 | 26,936 | 0.13% | — | 589 | +43,849 | New | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 43,435 | 26,682 | 0.99% | 0.99% | 590 | +293 | 0.68% | Q4 2025 | Jan 28, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 43,392 | 26,656 | 17.53% | 18.08% | 591 | -955 | -2.15% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 43,347 | 26,628 | 9.81% | 7.73% | 592 | +9,012 | 26.25% | Q4 2025 | Jan 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 43,328 | 26,616 | 6.04% | 6.02% | 593 | -307 | -0.7% | Q4 2025 | Jan 14, 2026 |
| Foster Group, Inc. | History | Reduced | 43,142 | 26,502 | 0.8% | 0.81% | 594 | -72 | -0.17% | Q4 2025 | Jan 12, 2026 |
| KilterHowling LLC | History | Added to | 42,893 | 26,349 | 13.36% | 14.13% | 595 | +625 | 1.48% | Q4 2025 | Feb 13, 2026 |
| QVT Financial LP | History | Reduced | 42,810 | 26,298 | 2.26% | 3.34% | 596 | -36,061 | -45.72% | Q4 2025 | Feb 13, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 42,755 | 26,264 | 19.41% | 20.41% | 597 | -403 | -0.93% | Q4 2025 | Jan 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 42,735 | 26,252 | 3.44% | 3.47% | 598 | +485 | 1.15% | Q4 2025 | Jan 16, 2026 |
| Garde Capital, Inc. | History | Reduced | 42,662 | 26,207 | 1.55% | 1.28% | 599 | -1,106 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 42,638 | 26,192 | 4.04% | 3.87% | 600 | +5,491 | 14.78% | Q4 2025 | Jan 15, 2026 |
| Rye Brook Capital LLC | History | Reduced | 42,555 | 26,143 | 24.43% | 14.08% | 601 | -2,550 | -5.65% | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | Reduced | 42,250 | 25,954 | 1.63% | 1.75% | 602 | -320 | -0.75% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 41,898 | 25,892 | 0.77% | 0.45% | 603 | +30,101 | 255.16% | Q4 2025 | Feb 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 41,906 | 25,743 | 9.68% | 7.88% | 604 | +9,163 | 27.98% | Q4 2025 | Feb 05, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 41,825 | 25,693 | 1.26% | 1.3% | 605 | -886 | -2.07% | Q4 2025 | Jan 07, 2026 |
| Parisi Gray Wealth Management | History | Added to | 41,768 | 25,658 | 5.82% | 6.49% | 606 | +224 | 0.54% | Q4 2025 | Jan 07, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 41,480 | 25,481 | 5.85% | 6.24% | 607 | -960 | -2.26% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,247 | 25,338 | 0.83% | 0.9% | 608 | -1,990 | -4.6% | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 41,245 | 25,337 | 0.66% | 0.66% | 609 | +4,713 | 12.9% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 41,018 | 25,197 | 1.31% | 1.36% | 610 | -117 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | New | 41,000 | 25,186 | 0.01% | — | 611 | +41,000 | New | Q4 2025 | Feb 12, 2026 |
| SPINNAKER TRUST | History | Added to | 40,931 | 25,143 | 1.35% | 1.35% | 612 | +452 | 1.12% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 40,781 | 25,052 | 2.0% | — | 613 | +40,781 | New | Q4 2025 | Feb 25, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,627 | 24,957 | 0.61% | 0.64% | 614 | -727 | -1.76% | Q4 2025 | Jan 29, 2026 |
| KPP Advisory Services LLC | History | Reduced | 40,581 | 24,929 | 3.62% | 3.68% | 615 | -814 | -1.97% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,012 | 24,916 | 0.61% | 0.62% | 616 | +2,322 | 6.16% | Q4 2025 | Jan 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 40,507 | 24,883 | 4.8% | 4.76% | 617 | -225 | -0.55% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 40,299 | 24,756 | 4.0% | 3.96% | 618 | +12 | 0.03% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 40,182 | 24,684 | 0.91% | 0.75% | 619 | +1,991 | 5.21% | Q4 2025 | Jan 30, 2026 |
| WS MANAGEMENT LLLP | History | New | 40,000 | 24,572 | 2.01% | — | 620 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 40,000 | 24,572 | 2.58% | — | 622 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 40,000 | 24,572 | 1.89% | 1.51% | 621 | +10,000 | 33.33% | Q4 2025 | Feb 03, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 39,980 | 24,560 | 13.52% | 13.46% | 623 | -151 | -0.38% | Q4 2025 | Jan 22, 2026 |
| JT Stratford LLC | History | Added to | 39,884 | 24,501 | 3.15% | 2.68% | 624 | +6,588 | 19.79% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 39,790 | 24,443 | 0.63% | 2.01% | 625 | -60,839 | -60.46% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 39,783 | 24,439 | 6.98% | 7.59% | 626 | -19 | -0.05% | Q4 2025 | Jan 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 39,764 | 24,428 | 2.99% | 3.0% | 627 | +964 | 2.48% | Q4 2025 | Jan 07, 2026 |
| Penserra Capital Management LLC | History | Reduced | 39,731 | 24,407 | 0.29% | 0.48% | 628 | -27,248 | -40.68% | Q4 2025 | Feb 12, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 39,721 | 24,400 | 15.62% | 15.61% | 629 | -766 | -1.89% | Q4 2025 | Jan 28, 2026 |
| EQUITABLE TRUST CO | History | Added to | 39,650 | 24,357 | 1.09% | 1.09% | 630 | +72 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | Added to | 39,600 | 24,326 | 5.38% | 6.14% | 631 | +1,742 | 4.6% | Q4 2025 | Jan 21, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 39,463 | 24,242 | 5.68% | 0.3% | 632 | +37,661 | 2089.96% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 39,380 | 24,191 | 1.7% | 1.76% | 633 | +894 | 2.32% | Q4 2025 | Jan 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 38,864 | 23,874 | 0.5% | 0.54% | 634 | +171 | 0.44% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 38,676 | 23,759 | 0.47% | 0.48% | 635 | -1,626 | -4.03% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 38,673 | 23,757 | 0.7% | 0.7% | 636 | +750 | 1.98% | Q4 2025 | Jan 23, 2026 |
| Wealth Quarterback LLC | History | Added to | 38,557 | 23,686 | 8.53% | 6.87% | 637 | +8,970 | 30.32% | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 38,479 | 23,638 | 1.83% | 1.61% | 638 | +258 | 0.68% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 38,448 | 23,619 | 11.39% | 11.99% | 639 | -135 | -0.35% | Q4 2025 | Jan 22, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 38,430 | 23,607 | 17.54% | 11.1% | 640 | +11,741 | 43.99% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 38,127 | 23,421 | 1.56% | 1.53% | 641 | +1,128 | 3.05% | Q4 2025 | Feb 20, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 38,044 | 23,370 | 4.97% | 1.02% | 642 | +30,854 | 429.12% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 37,990 | 23,338 | 2.1% | 1.99% | 643 | +931 | 2.51% | Q4 2025 | Jan 30, 2026 |
| SAM Advisors, LLC | History | Reduced | 37,924 | 23,297 | 7.37% | 7.54% | 644 | -1,026 | -2.63% | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 37,900 | 23,282 | 0.34% | 0.37% | 645 | -3,464 | -8.37% | Q4 2025 | Feb 17, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 37,941 | 23,213 | 0.46% | 0.59% | 646 | -11,090 | -22.62% | Q4 2025 | Jan 16, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 37,636 | 23,120 | 1.74% | 1.78% | 647 | -828 | -2.15% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 37,435 | 22,996 | 1.08% | 1.0% | 648 | +5,350 | 16.67% | Q4 2025 | Jan 26, 2026 |
| VVR Holdings LLC | History | New | 37,257 | 22,887 | 11.9% | — | 649 | +37,257 | New | Q4 2025 | Feb 11, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 37,087 | 22,783 | 16.95% | 17.12% | 650 | -90 | -0.24% | Q4 2025 | Jan 27, 2026 |
| Family Capital Management, Inc. | History | Added to | 36,863 | 22,645 | 10.06% | 10.48% | 651 | +294 | 0.8% | Q4 2025 | Jan 27, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 36,854 | 22,639 | 6.63% | 6.15% | 652 | +7,295 | 24.68% | Q4 2025 | Jan 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 36,814 | 22,615 | 2.1% | 2.12% | 653 | -381 | -1.02% | Q4 2025 | Feb 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 36,681 | 22,533 | 10.56% | 9.9% | 654 | +1,613 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,766 | 22,526 | 0.73% | 0.73% | 655 | +10,307 | 38.95% | Q4 2025 | Jan 20, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 36,544 | 22,449 | 6.12% | 6.06% | 656 | -1,158 | -3.07% | Q4 2025 | Feb 17, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 36,540 | 22,446 | 11.48% | — | 657 | +36,540 | New | Q4 2025 | Mar 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 36,400 | 22,360 | 1.29% | 1.31% | 658 | -11 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 36,033 | 22,135 | 0.73% | 0.74% | 659 | +1,690 | 4.92% | Q4 2025 | Jan 30, 2026 |
| JBF Capital, Inc. | History | Reduced | 36,000 | 22,115 | 3.19% | 3.91% | 660 | -10,000 | -21.74% | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 35,802 | 21,993 | 3.79% | 4.02% | 661 | +72 | 0.2% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 35,775 | 21,977 | 0.67% | 1.11% | 662 | -24,733 | -40.88% | Q4 2025 | Feb 11, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 35,757 | 21,965 | 6.56% | 6.81% | 663 | -110 | -0.31% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Reduced | 35,719 | 21,942 | 0.43% | 0.51% | 664 | -2,161 | -5.7% | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | Reduced | 35,629 | 21,887 | 3.98% | 4.06% | 665 | -1,759 | -4.7% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,606 | 21,873 | 1.29% | 1.38% | 666 | +1,804 | 5.34% | Q4 2025 | Feb 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 35,466 | 21,787 | 5.24% | 5.29% | 667 | -865 | -2.38% | Q4 2025 | Jan 29, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 35,344 | 21,720 | 8.94% | — | 668 | +35,344 | New | Q4 2025 | Jan 22, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 35,238 | 21,646 | 11.49% | — | 669 | +35,238 | New | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 35,229 | 21,641 | 6.91% | 6.83% | 670 | +167 | 0.48% | Q4 2025 | Jan 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 35,189 | 21,616 | 3.37% | 4.06% | 671 | -2,705 | -7.14% | Q4 2025 | Jan 29, 2026 |
| FWG Holdings, LLC | History | No change | 33,950 | 21,584 | 8.19% | 9.31% | 672 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 35,104 | 21,565 | 1.34% | 1.2% | 673 | +7,333 | 26.41% | Q4 2025 | Feb 11, 2026 |
| Eagle Capital Management, LLC | History | Added to | 35,027 | 21,517 | 7.83% | 7.95% | 674 | +2 | 0.01% | Q4 2025 | Jan 12, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 35,000 | 21,500 | 0.33% | 0.2% | 675 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 34,962 | 21,477 | 6.58% | 6.5% | 676 | +1,203 | 3.56% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 40,561 | 21,461 | 0.24% | 0.22% | 677 | +15,516 | 61.95% | Q4 2025 | Feb 03, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 34,780 | 21,365 | 5.63% | 5.23% | 678 | +1,029 | 3.05% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 34,679 | 21,303 | 1.53% | 1.54% | 679 | -93 | -0.27% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,643 | 21,282 | 0.03% | 0.03% | 680 | +807 | 2.39% | Q4 2025 | Feb 10, 2026 |
| TrustBank | History | New | 34,612 | 21,262 | 8.87% | — | 681 | +34,612 | New | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 34,309 | 21,116 | 0.92% | 1.34% | 682 | -16,978 | -33.1% | Q4 2025 | Feb 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 34,312 | 21,078 | 8.9% | 8.55% | 683 | +451 | 1.33% | Q4 2025 | Jan 22, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 34,285 | 21,061 | 3.89% | 4.32% | 684 | -5,552 | -13.94% | Q4 2025 | Jan 27, 2026 |
| CV Advisors LLC | History | New | 34,250 | 21,040 | 5.37% | — | 685 | +34,250 | New | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 34,152 | 20,980 | 0.26% | 0.28% | 686 | -6,439 | -15.86% | Q4 2025 | Feb 11, 2026 |
| Gouws Capital LLC | History | Reduced | 34,123 | 20,962 | 11.08% | 14.86% | 687 | -10,896 | -24.2% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 34,082 | 20,936 | 0.47% | 0.47% | 688 | +1,147 | 3.48% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 33,561 | 20,616 | 0.11% | 0.11% | 689 | +2,752 | 8.93% | Q4 2025 | Feb 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 33,472 | 20,562 | 7.6% | 6.33% | 690 | +4,436 | 15.28% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 33,392 | 20,512 | 0.46% | 0.37% | 691 | +14,846 | 80.05% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 33,327 | 20,473 | 2.16% | 2.2% | 692 | +45 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 33,180 | 20,383 | 2.3% | 2.21% | 693 | +624 | 1.92% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 33,137 | 20,356 | 0.77% | 0.8% | 694 | -1,336 | -3.88% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 33,113 | 20,352 | 0.17% | 0.21% | 695 | +1,066 | 3.33% | Q4 2025 | Jan 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 33,080 | 20,321 | 0.71% | 0.58% | 696 | +4,793 | 16.94% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 31,800 | 20,223 | 15.78% | 14.22% | 697 | +1,403 | 4.62% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 32,917 | 20,221 | 0.04% | 0.04% | 698 | +5,023 | 18.01% | Q4 2025 | Jan 23, 2026 |
| Red Wave Investments LLC | History | Reduced | 32,903 | 20,212 | 6.01% | 6.16% | 699 | -527 | -1.58% | Q4 2025 | Feb 06, 2026 |
| Connective Capital Management, LLC | History | Added to | 32,694 | 20,084 | 11.8% | 13.39% | 700 | +8,400 | 34.58% | Q4 2025 | Feb 19, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 31,982 | 20,041 | 2.54% | 2.58% | 701 | -402 | -1.24% | Q4 2025 | Jan 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 32,615 | 20,035 | 0.56% | 0.83% | 702 | +10,546 | 47.79% | Q4 2025 | Feb 10, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 32,588 | 20,018 | 1.36% | 4.63% | 703 | +10,991 | 50.89% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 32,466 | 19,944 | 3.2% | 3.21% | 704 | +545 | 1.71% | Q4 2025 | Feb 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 32,327 | 19,858 | 5.84% | 6.06% | 705 | -78 | -0.24% | Q4 2025 | Jan 21, 2026 |
| Destiny Capital Corp/CO | History | Added to | 32,266 | 19,821 | 10.2% | 10.33% | 706 | +708 | 2.24% | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 32,242 | 19,806 | 6.53% | 6.65% | 707 | +142 | 0.44% | Q4 2025 | Feb 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 32,103 | 19,721 | 1.81% | 1.83% | 708 | -242 | -0.75% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 31,952 | 19,628 | 1.39% | 1.72% | 709 | -8,222 | -20.47% | Q4 2025 | Jan 27, 2026 |
| Quattro Advisors LLC | History | New | 31,899 | 19,595 | 15.67% | — | 710 | +31,899 | New | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Added to | 31,852 | 19,567 | 0.8% | 0.82% | 711 | +317 | 1.01% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,791 | 19,529 | 0.07% | 0.07% | 712 | -2,949 | -8.49% | Q4 2025 | Jan 30, 2026 |
| Kelsey Financial, LLC | History | New | 31,687 | 19,465 | 16.72% | — | 713 | +31,687 | New | Q4 2025 | Jan 23, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 31,564 | 19,389 | 6.67% | 6.53% | 714 | +475 | 1.53% | Q4 2025 | Feb 09, 2026 |
| David J Yvars Group | History | Added to | 32,231 | 19,319 | 10.28% | 9.14% | 715 | +3,818 | 13.44% | Q4 2025 | Jan 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 31,445 | 19,317 | 5.65% | — | 716 | +31,445 | New | Q4 2025 | Mar 19, 2026 |
| Prostatis Group LLC | History | Reduced | 31,413 | 19,297 | 4.61% | 4.87% | 717 | -932 | -2.88% | Q4 2025 | Feb 17, 2026 |
| ICG Advisors, LLC | History | New | 31,282 | 19,273 | 52.08% | — | 718 | +31,282 | New | Q4 2025 | Jan 28, 2026 |
| Fox Financial, Inc | History | Reduced | 31,284 | 19,217 | 15.32% | 15.46% | 719 | -1,088 | -3.36% | Q4 2025 | Feb 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 31,252 | 19,198 | 5.05% | 5.56% | 720 | -705 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,252 | 19,198 | 1.24% | 1.28% | 721 | -444 | -1.4% | Q4 2025 | Feb 03, 2026 |
| Grandview Asset Management LLC | History | Added to | 31,244 | 19,193 | 5.26% | 4.81% | 722 | +2,752 | 9.66% | Q4 2025 | Jan 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 31,225 | 19,181 | 1.19% | 1.13% | 723 | +39 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Kropog Financial Group, LLC | History | Added to | 31,195 | 19,163 | 14.84% | 15.25% | 724 | +185 | 0.6% | Q4 2025 | Feb 05, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 31,189 | 19,159 | 2.45% | 2.52% | 725 | -584 | -1.84% | Q4 2025 | Feb 04, 2026 |
| E&G Advisors, LP | History | Added to | 31,131 | 19,124 | 4.28% | 4.21% | 726 | +1,027 | 3.41% | Q4 2025 | Jan 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 31,130 | 19,123 | 3.68% | 3.74% | 727 | -80 | -0.26% | Q4 2025 | Jan 16, 2026 |
| Avondale Wealth Management | History | Reduced | 31,022 | 19,057 | 9.8% | 10.66% | 728 | -2,301 | -6.91% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 30,911 | 19,049 | 2.48% | 3.84% | 729 | -15,931 | -34.01% | Q4 2025 | Jan 23, 2026 |
| Lee Financial Co | History | Reduced | 31,008 | 19,048 | 2.57% | 2.39% | 730 | -675 | -2.13% | Q4 2025 | Jan 22, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 40,453 | 19,016 | 3.27% | — | 731 | +40,453 | New | Q4 2025 | Feb 10, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 30,788 | 18,913 | 7.74% | 8.09% | 732 | +742 | 2.47% | Q4 2025 | Jan 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 30,646 | 18,876 | 5.15% | 5.15% | 733 | +873 | 2.93% | Q4 2025 | Jan 28, 2026 |
| Bensler, LLC | History | Added to | 30,670 | 18,840 | 1.89% | 1.83% | 734 | +1,301 | 4.43% | Q4 2025 | Feb 04, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 30,579 | 18,784 | 7.88% | 7.96% | 735 | -285 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | Reduced | 30,509 | 18,741 | 9.73% | 9.75% | 736 | -136 | -0.44% | Q4 2025 | Jan 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 30,495 | 18,733 | 0.95% | 0.83% | 737 | +3,794 | 14.21% | Q4 2025 | Feb 03, 2026 |
| MGB Wealth Management, LLC | History | Added to | 30,432 | 18,707 | 5.35% | 5.01% | 738 | +895 | 3.03% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 29,996 | 18,700 | 0.2% | 0.2% | 739 | +565 | 1.92% | Q4 2025 | Jan 26, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 30,410 | 18,681 | 2.61% | 2.69% | 740 | -690 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Crew Capital Management, Ltd | History | Added to | 30,408 | 18,679 | 11.76% | 11.72% | 741 | +1,220 | 4.18% | Q4 2025 | Jan 16, 2026 |
| RD Finance Ltd | History | New | 30,350 | 18,644 | 18.85% | — | 742 | +30,350 | New | Q4 2025 | Feb 03, 2026 |
| INTRUST BANK NA | History | Reduced | 30,322 | 18,627 | 1.54% | 1.52% | 743 | -134 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 30,234 | 18,573 | 6.41% | 6.43% | 744 | +57 | 0.19% | Q4 2025 | Jan 27, 2026 |
| Rathbones Group PLC | History | Added to | 30,226 | 18,568 | 0.07% | 0.07% | 745 | +1,588 | 5.55% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 30,192 | 18,547 | 0.24% | 0.16% | 746 | +10,708 | 54.96% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 30,105 | 18,492 | 2.96% | 2.94% | 747 | -583 | -1.9% | Q4 2025 | Jan 23, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 30,077 | 18,476 | 4.77% | 4.75% | 748 | +332 | 1.12% | Q4 2025 | Jan 20, 2026 |
| Cordoba Advisory Partners LLC | History | New | 30,034 | 18,450 | 4.56% | — | 749 | +30,034 | New | Q4 2025 | Feb 13, 2026 |
| Arvin Capital Management LP | History | New | 30,000 | 18,429 | 3.47% | — | 750 | +30,000 | New | Q4 2025 | Feb 13, 2026 |
| DIADEMA PARTNERS LP | History | New | 30,000 | 18,429 | 3.17% | — | 751 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 29,910 | 18,374 | 0.62% | 0.65% | 752 | -1,774 | -5.6% | Q4 2025 | Jan 14, 2026 |
| Cannon Capital Management, Inc. | History | New | 29,822 | 18,319 | 16.11% | — | 753 | +29,822 | New | Q4 2025 | Jan 30, 2026 |
| Invst, LLC | History | Added to | 29,772 | 18,288 | 1.99% | 2.03% | 754 | +21 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 29,759 | 18,281 | 4.84% | 4.68% | 755 | +814 | 2.81% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 29,755 | 18,278 | 4.16% | 3.76% | 756 | +3,040 | 11.38% | Q4 2025 | Jan 21, 2026 |
| Uptown Financial Advisors LLC | History | New | 29,732 | 18,264 | 13.08% | — | 757 | +29,732 | New | Q4 2025 | Jan 23, 2026 |
| Coastline Trust Co | History | Added to | 29,717 | 18,255 | 1.72% | 1.87% | 758 | +719 | 2.48% | Q4 2025 | Jan 05, 2026 |
| Thrive Capital Management, LLC | History | Added to | 29,621 | 18,196 | 4.05% | 3.07% | 759 | +9,823 | 49.62% | Q4 2025 | Feb 09, 2026 |
| Little Harbor Advisors, LLC | History | Added to | 29,614 | 18,192 | 9.38% | 7.73% | 760 | +3,836 | 14.88% | Q4 2025 | Feb 19, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 29,559 | 18,162 | 0.37% | 0.35% | 761 | -3,021 | -9.27% | Q4 2025 | Feb 05, 2026 |
| BXM Wealth LLC | History | Added to | 219,962 | 18,138 | 13.99% | 5.6% | 762 | +208,039 | 1744.85% | Q4 2025 | Jan 20, 2026 |
| Vivid Wealth Management, LLC | History | Reduced | 29,451 | 18,092 | 7.03% | 7.04% | 763 | -67 | -0.23% | Q4 2025 | Jan 30, 2026 |
| Lauer Wealth, LLC | History | Reduced | 29,111 | 18,062 | 13.41% | 12.64% | 764 | -258 | -0.88% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 29,277 | 17,984 | 0.25% | 0.25% | 765 | -457 | -1.54% | Q4 2025 | Feb 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 29,228 | 17,955 | 6.33% | 6.45% | 766 | -965 | -3.2% | Q4 2025 | Jan 21, 2026 |
| DT Investment Partners, LLC | History | No change | 28,984 | 17,805 | 1.47% | 1.47% | 767 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 28,884 | 17,743 | 1.34% | 1.29% | 768 | +869 | 3.1% | Q4 2025 | Jan 23, 2026 |
| Bison Wealth, LLC | History | New | 30,427 | 17,710 | 1.99% | — | 769 | +30,427 | New | Q4 2025 | Mar 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 28,644 | 17,596 | 1.05% | 1.05% | 770 | -1,380 | -4.6% | Q4 2025 | Jan 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 28,586 | 17,560 | 0.12% | 0.12% | 771 | -470 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 28,554 | 17,541 | 1.17% | 1.15% | 772 | -217 | -0.75% | Q4 2025 | Feb 05, 2026 |
| ENZI WEALTH | History | Added to | 28,171 | 17,453 | 6.15% | 2.25% | 773 | +17,495 | 163.87% | Q4 2025 | Jan 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 28,380 | 17,434 | 1.17% | 1.24% | 774 | -1,605 | -5.35% | Q4 2025 | Jan 08, 2026 |
| Garner Asset Management Corp | History | Added to | 28,321 | 17,397 | 6.68% | 6.4% | 775 | +1,882 | 7.12% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 27,439 | 17,375 | 2.71% | 3.25% | 776 | -4,943 | -15.26% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Reduced | 28,243 | 17,350 | 0.51% | 0.62% | 777 | -3,951 | -12.27% | Q4 2025 | Feb 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 28,140 | 17,286 | 0.35% | 0.37% | 778 | -708 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 36,316 | 17,279 | 1.29% | 1.29% | 779 | -9,005 | -19.87% | Q4 2025 | Feb 17, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 28,093 | 17,257 | 13.25% | 13.88% | 780 | -724 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 28,078 | 17,248 | 0.31% | 0.32% | 781 | +1,203 | 4.48% | Q4 2025 | Jan 16, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 28,063 | 17,239 | 9.54% | 6.79% | 782 | +9,403 | 50.39% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 28,004 | 17,203 | 2.54% | 2.6% | 783 | -182 | -0.65% | Q4 2025 | Feb 03, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 27,932 | 17,158 | 10.17% | 10.35% | 784 | -14 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 27,831 | 17,096 | 7.52% | 8.67% | 785 | -5,252 | -15.88% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 27,735 | 17,037 | 1.87% | 1.66% | 786 | +3,334 | 13.66% | Q4 2025 | Jan 20, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 27,649 | 16,985 | 6.61% | 6.52% | 787 | +465 | 1.71% | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 27,578 | 16,941 | 3.23% | 3.07% | 788 | -273 | -0.98% | Q4 2025 | Feb 09, 2026 |
| Seros Financial, LLC | History | Added to | 27,523 | 16,907 | 9.92% | 9.72% | 789 | +756 | 2.82% | Q4 2025 | Feb 06, 2026 |
| jvl associates llc | History | Reduced | 27,425 | 16,847 | 5.48% | 6.02% | 790 | -2,869 | -9.47% | Q4 2025 | Jan 09, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 27,311 | 16,777 | 24.32% | — | 791 | +27,311 | New | Q4 2025 | Feb 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 27,245 | 16,736 | 7.35% | — | 792 | +27,245 | New | Q4 2025 | Mar 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 27,216 | 16,718 | 0.25% | 0.27% | 793 | -61 | -0.22% | Q4 2025 | Jan 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 27,200 | 16,709 | 0.29% | 0.18% | 794 | +9,500 | 53.67% | Q4 2025 | Jan 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 26,728 | 16,678 | 1.69% | 1.76% | 795 | -527 | -1.93% | Q4 2025 | Jan 12, 2026 |
| Chris Bulman Inc | History | Added to | 27,093 | 16,644 | 7.36% | 7.28% | 796 | +2,873 | 11.86% | Q4 2025 | Jan 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 27,028 | 16,603 | 2.92% | 2.72% | 797 | +1,602 | 6.3% | Q4 2025 | Feb 03, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 27,001 | 16,586 | 3.22% | 3.21% | 798 | -426 | -1.55% | Q4 2025 | Jan 09, 2026 |
| Benin Management CORP | History | Added to | 26,994 | 16,582 | 3.7% | 3.76% | 799 | +509 | 1.92% | Q4 2025 | Jan 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 26,946 | 16,553 | 3.87% | 3.76% | 800 | +1,398 | 5.47% | Q4 2025 | Feb 05, 2026 |