iSHARES TRUST - 46434V738
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 9,098,317 | 645,798 | 0.04% | 0.04% | 1 | +102,846 | 1.14% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,473,421 | 530,463 | 0.16% | 0.13% | 2 | +960,211 | 14.74% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,887,608 | 275,942 | 0.02% | 0.02% | 3 | -1,486,672 | -27.66% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Added to | 3,792,499 | 269,191 | 1.18% | 0.94% | 4 | +7,308 | 0.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,392,971 | 240,833 | 0.01% | 0.01% | 5 | -105,241 | -3.01% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,600,074 | 184,553 | 0.05% | 0.04% | 6 | +428,861 | 19.75% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,879,298 | 133,392 | 0.27% | 0.29% | 7 | -87,381 | -4.44% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,469,316 | 104,292 | 0.25% | 0.22% | 8 | +284,413 | 24.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,302,610 | 92,459 | 3.03% | — | 9 | +1,302,610 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,176,275 | 83,492 | 0.23% | 0.26% | 10 | -54,202 | -4.4% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,007,109 | 71,484 | 0.74% | 0.69% | 11 | -118 | -0.01% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 978,149 | 69,428 | 0.02% | 0.02% | 12 | +160,739 | 19.66% | Q4 2025 | Feb 18, 2026 |
| Elm Partners Management LLC | History | Reduced | 961,294 | 68,232 | 3.1% | 3.55% | 13 | -82,867 | -7.94% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 890,060 | 63,176 | 0.07% | 0.07% | 14 | +65,303 | 7.92% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 854,166 | 60,628 | 0.05% | 0.04% | 15 | +143,930 | 20.27% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 799,813 | 56,771 | 0.01% | — | 16 | +799,813 | New | Q4 2025 | Feb 17, 2026 |
| WestEnd Advisors, LLC | History | Added to | 796,819 | 56,560 | 1.32% | 1.26% | 17 | +3,354 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 757,842 | 53,792 | 0.12% | 0.12% | 18 | +9,342 | 1.25% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 675,175 | 47,923 | 0.01% | 0.0% | 19 | +391,281 | 137.83% | Q4 2025 | Feb 12, 2026 |
| a16z Perennial Management, L.P. | History | New | 853,180 | 47,423 | 3.56% | — | 20 | +853,180 | New | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 666,334 | 47,296 | 0.06% | 0.06% | 21 | +4,125 | 0.62% | Q4 2025 | Feb 02, 2026 |
| GenTrust, LLC | History | Reduced | 632,832 | 44,918 | 1.94% | 1.99% | 22 | -10,165 | -1.58% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 574,382 | 40,769 | 0.01% | 0.01% | 23 | +12,627 | 2.25% | Q4 2025 | Jan 29, 2026 |
| Roberts Financial Services LLC | History | Added to | 543,298 | 38,563 | 12.11% | 11.71% | 24 | +11,026 | 2.07% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 534,944 | 37,970 | 0.42% | 0.35% | 25 | +81,205 | 17.9% | Q4 2025 | Feb 02, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 510,642 | 36,245 | 3.63% | 3.37% | 26 | +26,263 | 5.42% | Q4 2025 | Feb 13, 2026 |
| Metis Global Partners, LLC | History | Added to | 490,675 | 34,828 | 0.82% | 0.46% | 27 | +202,137 | 70.06% | Q4 2025 | Feb 11, 2026 |
| Karpus Management, Inc. | History | Added to | 488,052 | 34,641 | 1.06% | 1.05% | 28 | +3,250 | 0.67% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 477,243 | 33,874 | 0.01% | 0.01% | 29 | +10,394 | 2.23% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 466,488 | 33,111 | 3.18% | 2.87% | 30 | +28,162 | 6.42% | Q4 2025 | Feb 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 460,081 | 32,656 | 0.09% | 0.09% | 31 | +136 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Blue Edge Capital, LLC | History | Added to | 451,804 | 32,069 | 4.29% | 3.99% | 32 | +39,513 | 9.58% | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 442,572 | 31,413 | 2.31% | 1.63% | 33 | +165,158 | 59.53% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 442,464 | 31,406 | 0.01% | 0.0% | 34 | +332,171 | 301.17% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 406,575 | 28,859 | 0.24% | 0.18% | 35 | +75,434 | 22.78% | Q4 2025 | Jan 05, 2026 |
| ES4, LLC | History | New | 385,358 | 27,352 | 18.85% | — | 36 | +385,358 | New | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | New | 374,988 | 26,616 | 2.27% | — | 37 | +374,988 | New | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Reduced | 348,563 | 24,744 | 1.09% | 1.08% | 38 | -6,270 | -1.77% | Q4 2025 | Feb 09, 2026 |
| Korea Investment CORP | History | Reduced | 343,655 | 24,392 | 0.05% | 0.11% | 39 | -438,523 | -56.06% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 328,058 | 23,285 | 0.0% | 0.0% | 40 | +225,303 | 219.26% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 303,571 | 21,547 | 0.01% | 0.01% | 41 | +11,704 | 4.01% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 300,306 | 21,315 | 0.01% | 0.01% | 42 | -18,710 | -5.86% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 289,136 | 20,522 | 0.56% | 0.58% | 43 | +3,688 | 1.29% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 272,582 | 19,347 | 0.24% | 0.22% | 44 | +10,434 | 3.98% | Q4 2025 | Jan 21, 2026 |
| Garde Capital, Inc. | History | Added to | 266,564 | 18,920 | 1.12% | 0.88% | 45 | +822 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Altman Advisors, Inc. | History | Added to | 234,061 | 16,613 | 6.26% | 6.02% | 46 | +3,119 | 1.35% | Q4 2025 | Feb 04, 2026 |
| Ballentine Partners, LLC | History | Reduced | 233,964 | 16,606 | 0.23% | 0.22% | 47 | -1,508 | -0.64% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 222,318 | 15,780 | 0.02% | 0.02% | 48 | -18,497 | -7.68% | Q4 2025 | Feb 06, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 220,104 | 15,622 | 0.23% | 0.18% | 49 | +39,406 | 21.81% | Q4 2025 | Jan 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 217,458 | 15,435 | 0.0% | 0.0% | 50 | -36,294 | -14.3% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 211,945 | 15,044 | 0.03% | 0.02% | 51 | +75,444 | 55.27% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Reduced | 205,241 | 14,568 | 0.03% | 0.03% | 52 | -10,216 | -4.74% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 202,660 | 14,384 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 195,914 | 13,905 | 0.41% | 0.34% | 54 | +12,693 | 6.93% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 194,702 | 13,819 | 0.01% | 0.01% | 55 | -1,635 | -0.83% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 188,564 | 13,384 | 0.08% | 0.09% | 56 | -1,135 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 181,638 | 12,892 | 0.07% | 0.14% | 57 | -168,151 | -48.07% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 179,893 | 12,768 | 0.0% | 0.0% | 58 | -6,688 | -3.58% | Q4 2025 | Feb 09, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 179,233 | 12,721 | 0.01% | 0.02% | 59 | -114,114 | -38.9% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 165,543 | 11,750 | 0.0% | 0.0% | 60 | +72,537 | 77.99% | Q4 2025 | Mar 25, 2026 |
| Cerity Partners LLC | History | Added to | 160,964 | 11,425 | 0.02% | 0.01% | 61 | +103,264 | 178.97% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 160,499 | 11,392 | 0.03% | 0.04% | 62 | -22,152 | -12.13% | Q4 2025 | Jan 26, 2026 |
| FIL Ltd | History | Added to | 157,472 | 11,177 | 0.01% | 0.01% | 63 | +9,635 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 156,391 | 11,101 | 4.3% | 4.57% | 64 | -28,569 | -15.45% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 139,125 | 9,875 | 0.02% | 0.02% | 65 | +5,031 | 3.75% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 137,562 | 9,764 | 2.22% | 2.31% | 66 | -1,723 | -1.24% | Q4 2025 | Jan 21, 2026 |
| Amundi | History | Added to | 134,414 | 9,540 | 0.0% | 0.0% | 67 | +11,428 | 9.29% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | No change | 127,792 | 9,070 | 0.55% | 0.56% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 124,700 | 8,851 | 2.19% | 2.27% | 69 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 124,566 | 8,841 | 0.04% | 0.05% | 70 | -36,411 | -22.62% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 124,161 | 8,812 | 0.01% | 0.01% | 71 | +9,924 | 8.69% | Q4 2025 | Feb 13, 2026 |
| Tanager Wealth Management LLP | History | Added to | 123,282 | 8,750 | 0.87% | 0.67% | 72 | +30,255 | 32.52% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 123,181 | 8,743 | 0.03% | 0.02% | 73 | +31,184 | 33.9% | Q4 2025 | Feb 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 118,183 | 8,388 | 0.14% | 0.11% | 74 | +26,707 | 29.2% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 115,968 | 8,231 | 1.58% | 1.48% | 75 | +5,870 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 111,919 | 7,944 | 0.62% | 0.62% | 76 | -21,786 | -16.29% | Q4 2025 | Feb 11, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 110,703 | 7,857 | 2.9% | 2.86% | 77 | +1,974 | 1.82% | Q4 2025 | Jan 26, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 101,876 | 7,231 | 0.81% | 0.77% | 78 | +27 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 98,634 | 7,001 | 0.01% | 0.03% | 79 | -98,040 | -49.85% | Q4 2025 | Mar 16, 2026 |
| WBH ADVISORY INC | History | Added to | 96,510 | 6,850 | 0.51% | 0.45% | 80 | +9,188 | 10.52% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Added to | 95,549 | 6,782 | 0.0% | 0.0% | 81 | +29,695 | 45.09% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 91,177 | 6,471 | 0.0% | 0.0% | 82 | +80,289 | 737.41% | Q4 2025 | Mar 20, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 86,827 | 6,162 | 1.97% | 1.92% | 83 | +2,908 | 3.47% | Q4 2025 | Feb 06, 2026 |
| AlTi Global, Inc. | History | Reduced | 86,675 | 6,152 | 0.13% | 0.14% | 84 | -430 | -0.49% | Q4 2025 | Feb 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 85,788 | 6,089 | 1.89% | 1.88% | 85 | -2,284 | -2.59% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 79,967 | 5,676 | 0.03% | 0.03% | 86 | +7,995 | 11.11% | Q4 2025 | Feb 03, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 77,723 | 5,517 | 3.13% | 3.24% | 87 | -1,025 | -1.3% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 77,621 | 5,509 | 0.03% | 0.02% | 88 | +17,099 | 28.25% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 73,288 | 5,203 | 0.01% | 0.03% | 89 | -216,208 | -74.68% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 70,457 | 5,001 | 0.08% | 0.02% | 90 | +52,847 | 300.1% | Q4 2025 | Mar 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 69,755 | 4,951 | 0.06% | 0.06% | 91 | -1,661 | -2.33% | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Added to | 68,950 | 4,894 | 1.82% | 1.55% | 92 | +6,183 | 9.85% | Q4 2025 | Feb 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 65,726 | 4,665 | 0.64% | — | 93 | +65,726 | New | Q4 2025 | Feb 20, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 62,929 | 4,466 | 1.01% | 1.02% | 94 | +1,577 | 2.57% | Q4 2025 | Jan 26, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 60,696 | 4,308 | 0.03% | 0.03% | 95 | -850 | -1.38% | Q4 2025 | Feb 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 60,605 | 4,301 | 1.59% | 1.44% | 96 | -9,971 | -14.13% | Q4 2025 | Jan 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 60,488 | 4,293 | 0.48% | — | 97 | +60,488 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 60,257 | 4,277 | 0.01% | 0.0% | 98 | +3,894 | 6.91% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,426 | 4,076 | 0.07% | 0.07% | 99 | +347 | 0.61% | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | No change | 57,261 | 4,064 | 0.1% | 0.09% | 100 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 56,815 | 4,032 | 0.05% | 0.04% | 101 | +6,653 | 13.26% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Added to | 55,842 | 3,948 | 0.01% | 0.01% | 102 | +273 | 0.49% | Q4 2025 | Feb 10, 2026 |
| Birnam Oak Advisors, LP | History | No change | 55,000 | 3,903 | 0.87% | 0.86% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 50,665 | 3,596 | 0.44% | 0.43% | 104 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | Reduced | 50,572 | 3,589 | 0.18% | 0.19% | 105 | -1,129 | -2.18% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 50,543 | 3,587 | 0.19% | 0.18% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 49,648 | 3,524 | 0.13% | 0.1% | 107 | +26,716 | 116.5% | Q4 2025 | Feb 04, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 49,578 | 3,519 | 0.22% | 0.21% | 108 | -584 | -1.16% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 49,431 | 3,508 | 0.0% | 0.0% | 109 | -1,152 | -2.28% | Q4 2025 | Jan 30, 2026 |
| Invst, LLC | History | Added to | 46,353 | 3,290 | 0.36% | 0.29% | 110 | +9,423 | 25.52% | Q4 2025 | Feb 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 46,013 | 3,278 | 0.0% | — | 111 | +46,013 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 41,614 | 2,953 | 0.01% | 0.01% | 112 | -487 | -1.16% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,594 | 2,869 | 0.0% | 0.0% | 113 | +1,453 | 3.81% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | No change | 40,302 | 2,861 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,139 | 2,849 | 0.01% | 0.01% | 115 | +7,186 | 21.81% | Q4 2025 | Feb 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 39,160 | 2,785 | 0.9% | 1.69% | 116 | -782 | -1.96% | Q4 2025 | Jan 22, 2026 |
| COOPERMAN LEON G | History | No change | 38,388 | 2,724 | 0.09% | 0.08% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 37,802 | 2,683 | 0.0% | 0.0% | 118 | +1,069 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 36,159 | 2,566 | 0.02% | 0.02% | 119 | +3,928 | 12.19% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 35,960 | 2,552 | 0.01% | 0.01% | 120 | -3,782 | -9.52% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,888 | 2,547 | 0.0% | 0.0% | 121 | +1,955 | 5.76% | Q4 2025 | Mar 09, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 35,449 | 2,516 | 0.79% | 0.72% | 122 | +3,222 | 10.0% | Q4 2025 | Feb 10, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 35,085 | 2,490 | 1.56% | 1.17% | 123 | +8,992 | 34.46% | Q4 2025 | Feb 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 34,056 | 2,417 | 0.0% | 0.0% | 124 | +4,910 | 16.85% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 33,801 | 2,399 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 33,710 | 2,392 | 0.44% | 0.34% | 126 | +5,402 | 19.08% | Q4 2025 | Feb 05, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 32,646 | 2,317 | 1.02% | 1.05% | 127 | -1,154 | -3.41% | Q4 2025 | Feb 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 31,426 | 2,230 | 0.69% | 0.67% | 128 | +586 | 1.9% | Q4 2025 | Feb 12, 2026 |
| Burton Enright Welch | History | Reduced | 30,864 | 2,190 | 0.31% | 0.33% | 129 | -1,110 | -3.47% | Q4 2025 | Feb 13, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 30,823 | 2,187 | 1.35% | 1.46% | 130 | -2,467 | -7.41% | Q4 2025 | Feb 02, 2026 |
| Banco Santander, S.A. | History | New | 30,419 | 2,159 | 0.02% | — | 131 | +30,419 | New | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 30,392 | 2,157 | 0.03% | 0.03% | 132 | -183 | -0.6% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 29,983 | 2,128 | 0.15% | 0.14% | 133 | +367 | 1.24% | Q4 2025 | Feb 12, 2026 |
| PAX Financial Group, LLC | History | Reduced | 29,600 | 2,101 | 0.36% | 0.4% | 134 | -2,654 | -8.23% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 29,267 | 2,077 | 0.12% | 0.11% | 135 | +5,122 | 21.21% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,080 | 1,993 | 0.01% | 0.01% | 136 | +6,598 | 30.71% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 27,442 | 1,947 | 0.07% | 0.08% | 137 | -3,555 | -11.47% | Q4 2025 | Feb 17, 2026 |
| Generation Capital Management LLC | History | Added to | 27,341 | 1,940 | 1.26% | 1.3% | 138 | +880 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Israel Discount Bank of New York | History | Reduced | 27,282 | 1,936 | 5.27% | 6.34% | 139 | -4,191 | -13.32% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 27,060 | 1,919 | 0.27% | 0.29% | 140 | +375 | 1.41% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,210 | 1,917 | 0.0% | 0.0% | 141 | +12,746 | 121.81% | Q4 2025 | Feb 17, 2026 |
| Cordoba Advisory Partners LLC | History | New | 26,887 | 1,908 | 0.47% | — | 142 | +26,887 | New | Q4 2025 | Feb 13, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 26,580 | 1,886 | 1.17% | 1.29% | 143 | -5,095 | -16.09% | Q4 2025 | Feb 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 26,290 | 1,866 | 0.24% | 0.23% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,273 | 1,864 | 0.14% | 0.13% | 145 | +1,781 | 7.27% | Q4 2025 | Feb 18, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 26,178 | 1,858 | 1.02% | 1.19% | 146 | -2,672 | -9.26% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 25,982 | 1,844 | 0.01% | 0.01% | 147 | -621 | -2.33% | Q4 2025 | Feb 18, 2026 |
| CHOREO, LLC | History | Reduced | 25,495 | 1,816 | 0.02% | 0.03% | 148 | -4,839 | -15.95% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 25,381 | 1,801 | 0.25% | 0.27% | 149 | -88 | -0.35% | Q4 2025 | Jan 12, 2026 |
| SCOTIA CAPITAL INC. | History | New | 25,342 | 1,798 | 0.01% | — | 150 | +25,342 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 25,301 | 1,795 | 0.0% | 0.0% | 151 | +3,210 | 14.53% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 25,219 | 1,790 | 1.72% | — | 152 | +25,219 | New | Q4 2025 | Feb 19, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 25,123 | 1,783 | 0.01% | 0.0% | 153 | +18,697 | 290.96% | Q4 2025 | Feb 12, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 24,582 | 1,744 | 0.7% | 0.76% | 154 | -1,250 | -4.84% | Q4 2025 | Jan 16, 2026 |
| LVZ, Inc. | History | Added to | 24,484 | 1,737 | 0.19% | 0.15% | 155 | +5,042 | 25.93% | Q4 2025 | Feb 10, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 24,458 | 1,736 | 0.78% | 0.4% | 156 | +12,923 | 112.03% | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 25,560 | 1,725 | 0.19% | — | 158 | +25,560 | New | Q4 2025 | Mar 24, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 24,303 | 1,725 | 0.36% | 0.35% | 157 | -193 | -0.79% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | Added to | 24,131 | 1,712 | 0.02% | 0.02% | 159 | +4,433 | 22.5% | Q4 2025 | Feb 02, 2026 |
| Magnus Financial Group LLC | History | Added to | 24,089 | 1,709 | 0.13% | 0.12% | 160 | +1,881 | 8.47% | Q4 2025 | Jan 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 23,526 | 1,669 | 0.01% | 0.01% | 161 | +921 | 4.07% | Q4 2025 | Jan 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 23,254 | 1,650 | 0.55% | 0.4% | 162 | +6,663 | 40.16% | Q4 2025 | Jan 27, 2026 |
| Element Wealth, LLC | History | Added to | 23,011 | 1,633 | 0.67% | 0.68% | 163 | +66 | 0.29% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 22,664 | 1,608 | 0.15% | 0.1% | 164 | +7,169 | 46.27% | Q4 2025 | Feb 04, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 22,476 | 1,595 | 0.34% | 0.34% | 165 | -16 | -0.07% | Q4 2025 | Jan 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 22,175 | 1,573 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 21,813 | 1,548 | 0.02% | 0.02% | 167 | -208 | -0.94% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 21,621 | 1,534 | 0.01% | 0.01% | 168 | +1,120 | 5.46% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 21,487 | 1,525 | 0.03% | 0.01% | 169 | +14,789 | 220.8% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 21,392 | 1,518 | 0.19% | 0.2% | 170 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 21,300 | 1,512 | 0.08% | — | 171 | +21,300 | New | Q4 2025 | Feb 12, 2026 |
| Sharper & Granite LLC | History | Added to | 20,735 | 1,471 | 0.52% | 0.5% | 172 | +415 | 2.04% | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Reduced | 20,629 | 1,464 | 0.29% | 0.28% | 173 | -338 | -1.61% | Q4 2025 | Jan 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,101 | 1,426 | 0.03% | 0.03% | 174 | +2,731 | 15.72% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 19,888 | 1,411 | 0.31% | 0.28% | 175 | +2,886 | 16.97% | Q4 2025 | Jan 09, 2026 |
| J2 Capital Management Inc | History | Added to | 19,457 | 1,381 | 1.01% | 0.99% | 176 | +114 | 0.59% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,363 | 1,374 | 0.02% | 0.02% | 177 | -8,366 | -30.17% | Q4 2025 | Feb 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 17,470 | 1,296 | 0.85% | 0.7% | 178 | +3,380 | 23.99% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | Added to | 18,139 | 1,287 | 0.0% | 0.0% | 179 | +75 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 18,012 | 1,278 | 1.02% | 0.99% | 180 | -16 | -0.09% | Q4 2025 | Jan 21, 2026 |
| BARINGS LLC | History | No change | 17,508 | 1,242 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 17,480 | 1,240 | 0.01% | — | 182 | +17,480 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,842 | 1,195 | 0.0% | 0.01% | 183 | -468 | -2.7% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16,765 | 1,189 | 0.0% | — | 184 | +16,765 | New | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | No change | 16,570 | 1,176 | 0.51% | 0.5% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 16,531 | 1,173 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 16,129 | 1,144 | 0.03% | 0.03% | 187 | -935 | -5.48% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | Added to | 15,900 | 1,128 | 0.02% | 0.02% | 188 | +430 | 2.78% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,801 | 1,121 | 0.01% | 0.01% | 189 | +2,956 | 23.01% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,530 | 1,102 | 0.07% | 0.05% | 190 | +5,098 | 48.87% | Q4 2025 | Feb 20, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 15,446 | 1,096 | 0.95% | 0.58% | 191 | +5,182 | 50.49% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,195 | 1,078 | 0.0% | 0.0% | 192 | +4,996 | 48.99% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,166 | 1,076 | 0.02% | 0.01% | 193 | +10,818 | 248.8% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,767 | 1,070 | 0.03% | 0.03% | 194 | +104 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 14,397 | 1,021 | 0.0% | 0.0% | 195 | +281 | 1.99% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,266 | 1,012 | 0.05% | 0.02% | 196 | +9,645 | 208.72% | Q4 2025 | Jan 28, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 14,159 | 1,005 | 0.62% | 0.7% | 197 | -1,858 | -11.6% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,067 | 998 | 0.04% | 0.04% | 198 | +2,929 | 26.3% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 13,935 | 989 | 0.03% | 0.03% | 199 | -410 | -2.86% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Management, LLC | History | New | 13,772 | 977 | 0.53% | — | 200 | +13,772 | New | Q4 2025 | Jan 12, 2026 |
| AIA Group Ltd | History | Reduced | 13,685 | 971 | 0.01% | 0.47% | 201 | -373,355 | -96.46% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,331 | 946 | 0.01% | 0.02% | 202 | -10,974 | -45.15% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | Added to | 13,130 | 931 | 0.01% | 0.01% | 203 | +157 | 1.21% | Q4 2025 | Feb 10, 2026 |
| DARA CAPITAL US, INC. | History | New | 12,890 | 914 | 0.81% | — | 204 | +12,890 | New | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 12,403 | 880 | 0.06% | 0.06% | 205 | +12 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,945 | 847 | 0.03% | 0.03% | 206 | +2,006 | 20.18% | Q4 2025 | Jan 27, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 11,850 | 841 | 0.15% | 0.16% | 207 | -726 | -5.77% | Q4 2025 | Jan 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 11,748 | 833 | 0.17% | 0.16% | 208 | -343 | -2.84% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,649 | 826 | 0.0% | 0.0% | 209 | +65 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 11,623 | 825 | 0.0% | 0.0% | 210 | -2,049 | -14.99% | Q4 2025 | Feb 17, 2026 |
| INVESTED ADVISORS | History | Added to | 11,341 | 804 | 0.83% | 0.31% | 211 | +7,430 | 189.98% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,300 | 802 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 11,005 | 788 | 0.16% | 0.15% | 213 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Added to | 11,046 | 784 | 0.03% | 0.03% | 214 | +592 | 5.66% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 11,040 | 783 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RDA Financial Network | History | Added to | 11,024 | 782 | 0.19% | 0.16% | 216 | +1,292 | 13.28% | Q4 2025 | Jan 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,017 | 781 | 0.05% | 0.03% | 217 | +2,169 | 24.51% | Q4 2025 | Jan 30, 2026 |
| LOM Asset Management Ltd | History | No change | 10,980 | 779 | 0.23% | 0.23% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,865 | 771 | 0.01% | 0.01% | 219 | +400 | 3.82% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,713 | 760 | 0.0% | 0.0% | 220 | -1,673 | -13.51% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,616 | 753 | 0.2% | 0.0% | 221 | +10,596 | 52980.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,400 | 738 | 0.01% | 0.01% | 222 | +213 | 2.09% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,292 | 730 | 0.03% | 0.02% | 223 | +3,114 | 43.38% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,225 | 725 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wedmont Private Capital | History | Added to | 9,821 | 709 | 0.02% | 0.03% | 225 | +5 | 0.05% | Q4 2025 | Jan 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 9,741 | 691 | 0.06% | 0.03% | 226 | +4,920 | 102.05% | Q4 2025 | Feb 13, 2026 |
| BFI Infinity Ltd. | History | Reduced | 9,305 | 660 | 0.41% | 0.43% | 227 | -301 | -3.13% | Q4 2025 | Jan 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 9,276 | 658 | 0.01% | 0.01% | 228 | +6 | 0.06% | Q4 2025 | Jan 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 9,008 | 639 | 0.09% | 0.08% | 229 | +606 | 7.21% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,998 | 638 | 0.0% | 0.0% | 230 | -807 | -8.23% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | Added to | 8,649 | 613 | 0.11% | 0.04% | 231 | +5,639 | 187.34% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,608 | 611 | 0.01% | 0.01% | 232 | +5 | 0.06% | Q4 2025 | Feb 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 8,553 | 607 | 0.36% | 0.36% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,406 | 596 | 0.0% | 0.0% | 234 | -36 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,356 | 593 | 0.09% | 0.07% | 236 | +1,423 | 20.53% | Q4 2025 | Jan 27, 2026 |
| Vident Advisory, LLC | History | No change | 8,363 | 593 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ahara Advisors LLC | History | New | 8,343 | 592 | 0.54% | — | 237 | +8,343 | New | Q4 2025 | Apr 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,290 | 588 | 0.0% | 0.0% | 238 | -5,867 | -41.44% | Q4 2025 | Feb 18, 2026 |
| Stonebrook Private Inc. | History | Reduced | 8,150 | 578 | 0.12% | 0.13% | 239 | -942 | -10.36% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 8,115 | 576 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,091 | 574 | 0.03% | 0.03% | 241 | +81 | 1.01% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,070 | 572 | 0.0% | 0.0% | 242 | +225 | 2.87% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Reduced | 8,033 | 570 | 0.12% | 0.15% | 243 | -1,274 | -13.69% | Q4 2025 | Feb 11, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 7,923 | 562 | 0.17% | 0.17% | 244 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,876 | 559 | 0.01% | 0.01% | 245 | +3,210 | 68.8% | Q4 2025 | Jan 29, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 7,826 | 555 | 0.04% | 0.04% | 246 | -572 | -6.81% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,717 | 547 | 0.0% | 0.0% | 247 | +373 | 5.08% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,682 | 545 | 0.0% | 0.0% | 248 | -16,547 | -68.29% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,484 | 531 | 0.01% | 0.01% | 249 | +150 | 2.05% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,379 | 523 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 7,356 | 522 | 0.09% | 0.09% | 251 | -384 | -4.96% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,317 | 519 | 0.0% | 0.0% | 252 | +1,077 | 17.26% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Reduced | 7,324 | 519 | 0.14% | 0.15% | 253 | -14 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,291 | 517 | 0.02% | 0.02% | 254 | -599 | -7.59% | Q4 2025 | Feb 19, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 7,063 | 501 | 0.1% | 0.1% | 255 | -3 | -0.04% | Q4 2025 | Jan 05, 2026 |
| Two West Capital Advisors LLC | History | Added to | 7,016 | 498 | 0.29% | 0.22% | 256 | +1,814 | 34.87% | Q4 2025 | Jan 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 6,890 | 489 | 0.07% | 0.07% | 257 | -88 | -1.26% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 6,762 | 479 | 0.01% | 0.01% | 258 | +42 | 0.63% | Q4 2025 | Jan 16, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,678 | 474 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,651 | 472 | 0.04% | 0.03% | 260 | +853 | 14.71% | Q4 2025 | Jan 26, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 6,625 | 470 | 0.03% | 0.03% | 261 | +103 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,559 | 465 | 0.02% | 0.02% | 262 | -15 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 6,381 | 452 | 0.01% | 0.02% | 263 | -1,727 | -21.3% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,215 | 441 | 0.01% | 0.02% | 264 | -26,986 | -81.28% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,165 | 437 | 0.0% | 0.0% | 265 | +36 | 0.59% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 6,117 | 434 | 0.37% | 0.77% | 266 | -100,663 | -94.27% | Q4 2025 | Feb 06, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,088 | 432 | 0.2% | 0.87% | 268 | -21,904 | -78.25% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,089 | 432 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 5,905 | 419 | 0.01% | 0.01% | 269 | -107 | -1.78% | Q4 2025 | Jan 20, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 5,886 | 417 | 0.02% | 0.01% | 270 | +1,200 | 25.61% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,856 | 415 | 0.01% | 0.01% | 271 | +106 | 1.84% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 5,845 | 414 | 0.0% | — | 272 | +5,845 | New | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 5,811 | 412 | 0.16% | 0.31% | 273 | -5,524 | -48.73% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,691 | 403 | 0.0% | — | 274 | +5,691 | New | Q4 2025 | Feb 18, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 5,677 | 402 | 0.02% | 0.02% | 275 | -452 | -7.37% | Q4 2025 | Jan 29, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 5,641 | 400 | 0.12% | 0.13% | 276 | -214 | -3.65% | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,590 | 396 | 0.03% | 0.08% | 278 | -10,487 | -65.23% | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,587 | 396 | 0.02% | 0.01% | 277 | +1,765 | 46.18% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,570 | 395 | 0.0% | 0.0% | 279 | +62 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 5,553 | 394 | 0.01% | 0.01% | 281 | +205 | 3.83% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,554 | 394 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | No change | 5,520 | 391 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 5,493 | 389 | 0.16% | 0.14% | 283 | +1,069 | 24.16% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 5,354 | 380 | 0.0% | — | 285 | +5,354 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 5,358 | 380 | 0.0% | 0.0% | 284 | +1,207 | 29.08% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 5,346 | 379 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 5,305 | 376 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,241 | 371 | 0.01% | 0.01% | 288 | -702 | -11.81% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,217 | 370 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vantus Wealth LLC | History | New | 5,082 | 360 | 0.27% | — | 290 | +5,082 | New | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 5,060 | 359 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,978 | 353 | 0.04% | — | 292 | +4,978 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,961 | 352 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 4,950 | 351 | 0.32% | — | 294 | +4,950 | New | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 4,924 | 350 | 0.0% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | No change | 4,921 | 349 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 4,894 | 347 | 0.0% | — | 297 | +4,894 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,875 | 346 | 0.01% | 0.01% | 298 | -159 | -3.16% | Q4 2025 | Feb 06, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 4,827 | 343 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 4,778 | 339 | 0.03% | — | 301 | +4,778 | New | Q4 2025 | Feb 11, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,788 | 339 | 0.1% | 0.09% | 300 | -416 | -7.99% | Q4 2025 | Feb 06, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 4,628 | 337 | 0.27% | 0.25% | 302 | +282 | 6.49% | Q4 2025 | Feb 10, 2026 |
| Columbus Macro, LLC | History | No change | 4,722 | 335 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 4,479 | 332 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,663 | 330 | 0.02% | 0.02% | 305 | +45 | 0.97% | Q4 2025 | Jan 30, 2026 |
| Banque Cantonale Vaudoise | History | No change | 4,600 | 327 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,600 | 326 | 0.01% | 0.01% | 307 | +439 | 10.55% | Q4 2025 | Jan 21, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 4,532 | 321 | 0.12% | 0.11% | 308 | +546 | 13.7% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 4,521 | 320 | 0.04% | — | 309 | +4,521 | New | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,465 | 316 | 0.0% | 0.0% | 310 | +4,424 | 10790.24% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,382 | 311 | 0.0% | 0.0% | 311 | +1,028 | 30.65% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,349 | 308 | 0.0% | 0.0% | 312 | -73 | -1.65% | Q4 2025 | Jan 29, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,331 | 307 | 0.07% | 0.06% | 313 | +250 | 6.13% | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Advisors LLC | History | New | 4,146 | 294 | 0.04% | — | 315 | +4,146 | New | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,143 | 294 | 0.02% | 0.02% | 314 | +424 | 11.4% | Q4 2025 | Feb 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 4,143 | 294 | 0.25% | 0.23% | 316 | +110 | 2.73% | Q4 2025 | Jan 23, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,148 | 294 | 0.38% | 0.37% | 317 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,954 | 293 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,075 | 289 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,061 | 288 | 0.01% | — | 321 | +4,061 | New | Q4 2025 | Jan 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 4,066 | 288 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Added to | 4,055 | 287 | 0.0% | 0.0% | 322 | +92 | 2.32% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | New | 3,896 | 284 | 0.07% | — | 323 | +3,896 | New | Q4 2025 | Jan 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 4,003 | 284 | 0.13% | 0.13% | 324 | -1 | -0.02% | Q4 2025 | Jan 28, 2026 |
| Elevated Financial Group LLC | History | New | 3,947 | 280 | 0.1% | — | 326 | +3,947 | New | Q4 2025 | Jan 29, 2026 |
| Liberty Capital Management, Inc. | History | No change | 3,958 | 280 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 3,927 | 278 | 0.12% | 0.11% | 327 | +110 | 2.88% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,890 | 276 | 0.02% | — | 328 | +3,890 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 3,882 | 275 | 0.15% | 0.12% | 330 | +858 | 28.37% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | Added to | 3,875 | 275 | 0.04% | 0.03% | 329 | +251 | 6.93% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | New | 3,772 | 267 | 0.05% | — | 331 | +3,772 | New | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | No change | 3,749 | 266 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 3,599 | 255 | 0.17% | — | 333 | +3,599 | New | Q4 2025 | Feb 17, 2026 |
| OneAscent Family Office, LLC | History | Added to | 3,523 | 250 | 0.17% | 0.19% | 334 | +35 | 1.0% | Q4 2025 | Feb 11, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 3,469 | 246 | 0.06% | 0.06% | 335 | +38 | 1.11% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 3,416 | 242 | 0.0% | — | 336 | +3,416 | New | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,351 | 237 | 0.03% | 0.03% | 337 | -172 | -4.88% | Q4 2025 | Jan 26, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 3,246 | 230 | 0.04% | 0.04% | 338 | +8 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,222 | 228 | 0.02% | — | 339 | +3,222 | New | Q4 2025 | Feb 02, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 3,183 | 226 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 3,167 | 224 | 0.04% | 0.04% | 341 | -31 | -0.97% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,123 | 221 | 0.01% | 0.01% | 342 | -96 | -2.98% | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,220 | 219 | 0.19% | 0.21% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | New | 3,032 | 215 | 0.01% | — | 344 | +3,032 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,025 | 214 | 0.0% | 0.0% | 345 | -24 | -0.79% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,002 | 213 | 0.0% | 0.0% | 346 | +61 | 2.07% | Q4 2025 | Feb 09, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 2,991 | 212 | 0.03% | 0.03% | 348 | -29 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,000 | 212 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 3,000 | 212 | 0.04% | 0.04% | 349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 2,982 | 211 | 0.01% | 0.01% | 350 | -824 | -21.65% | Q4 2025 | Jan 30, 2026 |
| Resurgent Financial Advisors LLC | History | New | 2,958 | 209 | 0.1% | — | 351 | +2,958 | New | Q4 2025 | Feb 12, 2026 |
| ADG Wealth Management Group, LLC | History | New | 2,944 | 208 | 0.16% | — | 352 | +2,944 | New | Q4 2025 | Jan 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Reduced | 2,905 | 206 | 0.04% | 0.07% | 353 | -2,930 | -50.21% | Q4 2025 | Feb 09, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,907 | 206 | 0.07% | 0.07% | 354 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 2,875 | 204 | 0.14% | 0.17% | 356 | -360 | -11.13% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,878 | 204 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 2,834 | 201 | 0.09% | — | 357 | +2,834 | New | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | New | 2,833 | 201 | 0.03% | — | 358 | +2,833 | New | Q4 2025 | Jan 08, 2026 |
| CITIGROUP INC | History | Reduced | 2,827 | 200 | 0.0% | 0.0% | 359 | -16,408 | -85.3% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,827 | 200 | 0.01% | 0.01% | 360 | -589 | -17.24% | Q4 2025 | Feb 10, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 2,455 | 174 | 0.04% | — | 361 | +2,455 | New | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,375 | 168 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,288 | 162 | 0.0% | — | 363 | +2,288 | New | Q4 2025 | Feb 05, 2026 |
| TORONTO DOMINION BANK | History | New | 1,838 | 130 | 0.0% | — | 364 | +1,838 | New | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,820 | 129 | 0.13% | — | 365 | +1,820 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,701 | 120 | 0.01% | 0.01% | 366 | -38 | -2.19% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 1,674 | 118 | 0.0% | 0.01% | 367 | -240 | -12.54% | Q4 2025 | Jan 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 1,840 | 101 | 0.0% | — | 368 | +1,840 | New | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,410 | 100 | 0.0% | 0.0% | 369 | +676 | 92.1% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 1,274 | 90 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,207 | 85 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,129 | 80 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,123 | 79 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Finley Financial, LLC | History | No change | 1,010 | 71 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 996 | 70 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Y.D. More Investments Ltd | History | No change | 984 | 70 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crewe Advisors LLC | History | No change | 891 | 63 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Added to | 876 | 62 | 0.0% | 0.0% | 379 | +487 | 125.19% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | No change | 880 | 62 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 856 | 60 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 842 | 59 | 0.0% | 0.0% | 381 | +147 | 21.15% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 819 | 58 | 0.0% | 0.0% | 382 | +178 | 27.77% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 789 | 56 | 0.0% | 0.0% | 383 | +9 | 1.15% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | Reduced | 765 | 54 | 0.01% | 0.02% | 384 | -345 | -31.08% | Q4 2025 | Feb 06, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 750 | 53 | 0.01% | 0.01% | 385 | +100 | 15.38% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 692 | 49 | 0.0% | 0.0% | 386 | -62 | -8.22% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 655 | 46 | 0.0% | 0.01% | 387 | -664 | -50.34% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 585 | 41 | 0.0% | 0.0% | 388 | -1,300 | -68.97% | Q4 2025 | Jan 27, 2026 |
| Signature Equity Partners, LLC | History | New | 582 | 41 | 0.02% | — | 389 | +582 | New | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | New | 536 | 38 | 0.01% | — | 391 | +536 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 523 | 38 | 0.01% | 0.01% | 390 | -11 | -2.06% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 515 | 36 | 0.0% | — | 392 | +515 | New | Q4 2025 | Jan 14, 2026 |
| Financial Freedom, LLC | History | No change | 504 | 35 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 490 | 34 | 0.0% | 0.0% | 394 | -421 | -46.21% | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Added to | 412 | 29 | 0.01% | 0.0% | 395 | +84 | 25.61% | Q4 2025 | Jan 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 402 | 28 | 0.0% | — | 396 | +402 | New | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 400 | 28 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 391 | 27 | 0.0% | — | 400 | +391 | New | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | New | 381 | 27 | 0.0% | — | 399 | +381 | New | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO | History | No change | 380 | 27 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 373 | 26 | 0.01% | — | 402 | +373 | New | Q4 2025 | Feb 17, 2026 |
| Osbon Capital Management LLC | History | New | 368 | 26 | 0.02% | — | 401 | +368 | New | Q4 2025 | Mar 16, 2026 |
| Dunhill Financial, LLC | History | Added to | 367 | 26 | 0.01% | 0.01% | 403 | +10 | 2.8% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 367 | 26 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 348 | 24 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 301 | 21 | 0.02% | — | 406 | +301 | New | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 278 | 19 | 0.02% | — | 407 | +278 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 223 | 16 | 0.0% | 0.0% | 410 | +87 | 63.97% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 238 | 16 | 0.0% | 0.0% | 411 | +37 | 18.41% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 235 | 16 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 236 | 16 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 215 | 15 | 0.0% | — | 412 | +215 | New | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 200 | 14 | 0.0% | 0.01% | 413 | -523 | -72.34% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 197 | 13 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quarry LP | History | New | 180 | 12 | 0.0% | — | 417 | +180 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 174 | 12 | 0.0% | 0.0% | 415 | +133 | 324.39% | Q4 2025 | Feb 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 181 | 12 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 163 | 11 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | No change | 155 | 11 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 124 | 8 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 124 | 8 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | New | 112 | 7 | 0.0% | — | 426 | +112 | New | Q4 2025 | Jan 27, 2026 |
| United Community Bank | History | New | 109 | 7 | 0.0% | — | 425 | +109 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 102 | 7 | 0.0% | — | 423 | +102 | New | Q4 2025 | Jan 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 103 | 7 | 0.0% | 0.0% | 427 | +1 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BankPlus Trust Department | History | No change | 91 | 6 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Operose Advisors LLC | History | New | 84 | 5 | 0.0% | — | 429 | +84 | New | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | New | 60 | 4 | 0.0% | — | 432 | +60 | New | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 65 | 4 | 0.0% | 0.0% | 431 | +38 | 140.74% | Q4 2025 | Jan 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 68 | 4 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NorthAvenue LLC | History | New | 54 | 3 | 0.0% | — | 436 | +54 | New | Q4 2025 | Apr 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 47 | 3 | 0.0% | — | 435 | +47 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 45 | 3 | 0.0% | 0.0% | 434 | +25 | 125.0% | Q4 2025 | Feb 17, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 46 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 34 | 2 | 0.0% | — | 439 | +34 | New | Q4 2025 | Feb 12, 2026 |
| CDKV HOLDINGS LLC | History | New | 30 | 2 | 0.0% | — | 440 | +30 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 438 | -6 | -13.95% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 21 | 1 | 0.0% | — | 445 | +21 | New | Q4 2025 | Jan 22, 2026 |
| MidFirst Bank | History | New | 17 | 1 | 0.0% | — | 447 | +17 | New | Q4 2025 | Feb 25, 2026 |
| Daiwa Securities Group Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -193,190 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -164,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -81,238 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -12,649 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.44% | — | -7,878 | -100.0% | Q3 2025 | Nov 05, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -7,544 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,627 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,676 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,586 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,066 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,374 | -100.0% | Q3 2025 | Oct 27, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,001 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -801 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -518 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -483 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -425 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |