iSHARES TRUST - AAXJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 2,924,751 | 272,352 | 0.02% | 0.02% | 1 | +43,806 | 1.52% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,220,358 | 113,639 | 0.01% | 0.01% | 2 | +24,545 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,095,684 | 102,030 | 2.97% | 3.06% | 3 | +17,740 | 1.65% | Q4 2025 | Jan 20, 2026 |
| J.Safra Asset Management Corp | History | Added to | 844,489 | 78,638 | 4.12% | 4.47% | 4 | +37,240 | 4.61% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 707,924 | 65,921 | 0.11% | 0.11% | 5 | -25,403 | -3.46% | Q4 2025 | Feb 12, 2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD | History | Added to | 665,400 | 61,962 | 26.39% | 23.72% | 6 | +61,400 | 10.17% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 654,275 | 60,887 | 1.6% | 1.85% | 7 | -177,065 | -21.3% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL PLC | History | Added to | 506,681 | 47,182 | 0.37% | 0.02% | 8 | +474,672 | 1482.93% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 480,492 | 44,743 | 0.01% | 0.02% | 9 | -42,187 | -8.07% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 324,803 | 30,245 | 0.45% | 0.41% | 10 | +24,137 | 8.03% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 306,947 | 28,583 | 0.0% | — | 11 | +306,947 | New | Q4 2025 | Feb 17, 2026 |
| BFI Infinity Ltd. | History | Added to | 296,961 | 27,653 | 17.21% | 9.91% | 12 | +132,421 | 80.48% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 293,924 | 27,370 | 0.0% | 0.0% | 13 | +83,756 | 39.85% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 260,708 | 24,277 | 0.07% | 0.07% | 14 | +3,432 | 1.33% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 236,315 | 22,005 | 0.0% | 0.0% | 15 | -38,924 | -14.14% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 190,453 | 17,734 | 0.0% | 0.01% | 16 | -301,824 | -61.31% | Q4 2025 | Feb 17, 2026 |
| Global Endowment Management, LP | History | Reduced | 165,409 | 15,403 | 1.92% | 1.89% | 17 | -169 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 148,390 | 13,864 | 0.1% | 0.06% | 18 | +50,600 | 51.74% | Q4 2025 | Feb 17, 2026 |
| Saudi Central Bank | History | No change | 144,151 | 13,423 | 0.5% | 0.5% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 120,283 | 11,200 | 1.58% | 1.68% | 20 | +3,425 | 2.93% | Q4 2025 | Jan 12, 2026 |
| Banco Santander, S.A. | History | New | 117,310 | 10,923 | 0.08% | — | 21 | +117,310 | New | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | No change | 109,145 | 10,163 | 1.21% | 1.27% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 99,635 | 9,992 | 1.23% | 1.21% | 23 | +11,532 | 13.09% | Q4 2025 | Feb 23, 2026 |
| LPL Financial LLC | History | Added to | 96,936 | 9,026 | 0.0% | 0.0% | 24 | +79,328 | 450.52% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 96,184 | 8,956 | 0.0% | 0.0% | 25 | +11,193 | 13.17% | Q4 2025 | Mar 25, 2026 |
| EFG International AG | History | New | 95,326 | 8,875 | 0.17% | — | 26 | +95,326 | New | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 91,021 | 8,476 | 3.29% | 3.6% | 27 | -17,635 | -16.23% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | Added to | 90,300 | 8,408 | 0.01% | 0.01% | 28 | +41,200 | 83.91% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 87,740 | 8,197 | 0.01% | 0.01% | 29 | +30,470 | 53.2% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 79,720 | 7,423 | 0.11% | 0.11% | 30 | +700 | 0.89% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 72,507 | 6,752 | 0.01% | 0.01% | 31 | -449 | -0.62% | Q4 2025 | Mar 09, 2026 |
| Journey Advisory Group, LLC | History | Added to | 71,984 | 6,703 | 0.56% | 0.48% | 32 | +216 | 0.3% | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 67,113 | 6,249 | 0.01% | 0.01% | 33 | +9,185 | 15.86% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 67,061 | 6,244 | 0.0% | 0.0% | 34 | -1,052 | -1.54% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,173 | 5,510 | 0.01% | 0.01% | 35 | +341 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Reduced | 57,486 | 5,353 | 0.08% | 0.1% | 36 | -11,584 | -16.77% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 55,020 | 5,123 | 0.0% | 0.0% | 37 | +20,458 | 59.19% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 54,130 | 5,040 | 0.0% | — | 38 | +54,130 | New | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 52,723 | 4,909 | 0.11% | 0.1% | 39 | +544 | 1.04% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,666 | 4,718 | 0.0% | 0.0% | 40 | +39,691 | 361.65% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 48,318 | 4,499 | 0.01% | — | 41 | +48,318 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 48,120 | 4,480 | 0.03% | 0.03% | 42 | +290 | 0.61% | Q4 2025 | Feb 13, 2026 |
| James Hambro & Partners LLP | History | Added to | 47,559 | 4,427 | 0.16% | 0.11% | 43 | +13,349 | 39.02% | Q4 2025 | Jan 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 46,579 | 4,337 | 0.0% | — | 44 | +46,579 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 46,469 | 4,327 | 0.1% | 0.19% | 45 | -16,582 | -26.3% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 45,671 | 4,252 | 0.0% | 0.0% | 46 | +3,122 | 7.34% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 43,251 | 4,027 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 42,200 | 3,929 | 0.29% | — | 48 | +42,200 | New | Q4 2025 | Feb 13, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 41,688 | 3,881 | 0.56% | 0.61% | 49 | -1,613 | -3.73% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 39,903 | 3,715 | 0.01% | 0.01% | 50 | -179 | -0.45% | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 39,105 | 3,642 | 0.13% | 0.14% | 51 | -622 | -1.57% | Q4 2025 | Feb 06, 2026 |
| SPINNAKER TRUST | History | Reduced | 37,601 | 3,501 | 0.19% | 0.2% | 52 | -1,319 | -3.39% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 36,352 | 3,385 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,532 | 3,029 | 0.0% | 0.02% | 54 | -168,524 | -83.82% | Q4 2025 | Feb 12, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 30,884 | 3,022 | 0.38% | 0.38% | 55 | -546 | -1.74% | Q4 2025 | Jan 14, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 31,088 | 2,894 | 2.6% | 2.73% | 56 | +4,957 | 18.97% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,968 | 2,883 | 0.0% | 0.0% | 57 | -1,023 | -3.2% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 27,734 | 2,582 | 0.0% | 0.0% | 58 | +23,426 | 543.78% | Q4 2025 | Feb 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 27,688 | 2,578 | 1.41% | 1.68% | 59 | -3,074 | -9.99% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,000 | 2,514 | 0.0% | 0.0% | 60 | +26,988 | 224900.0% | Q4 2025 | Feb 05, 2026 |
| Evercore Wealth Management, LLC | History | No change | 25,985 | 2,419 | 0.04% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 25,017 | 2,329 | 0.0% | 0.0% | 62 | -1,007 | -3.87% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | No change | 24,811 | 2,310 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 24,720 | 2,301 | 0.32% | — | 64 | +24,720 | New | Q4 2025 | Feb 20, 2026 |
| LM Advisors LLC | History | New | 210 | 2,256 | 0.04% | — | 65 | +210 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,070 | 2,241 | 0.0% | 0.0% | 66 | +779 | 3.34% | Q4 2025 | Feb 06, 2026 |
| Gruss & Co., LLC | History | Added to | 24,000 | 2,234 | 4.91% | 4.87% | 67 | +3,500 | 17.07% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Reduced | 23,736 | 2,210 | 0.06% | 0.06% | 68 | -12,697 | -34.85% | Q4 2025 | Feb 12, 2026 |
| Climber Capital SA | History | New | 29,490 | 2,198 | 1.43% | — | 69 | +29,490 | New | Q4 2025 | Feb 03, 2026 |
| Rathbones Group PLC | History | Added to | 23,300 | 2,169 | 0.01% | 0.01% | 70 | +2,070 | 9.75% | Q4 2025 | Feb 06, 2026 |
| SOL Capital Management CO | History | Reduced | 23,019 | 2,144 | 0.19% | 0.2% | 71 | -2,015 | -8.05% | Q4 2025 | Jan 30, 2026 |
| Activest Wealth Management | History | Added to | 22,065 | 2,054 | 0.38% | 0.4% | 72 | +306 | 1.41% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,697 | 1,927 | 0.03% | 0.03% | 73 | -178 | -0.85% | Q4 2025 | Feb 09, 2026 |
| swisspartners Advisors Ltd | History | Added to | 20,425 | 1,899 | 1.38% | 1.02% | 74 | +6,800 | 49.91% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,218 | 1,882 | 0.0% | 0.0% | 75 | -3,996 | -16.5% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,381 | 1,804 | 0.03% | 0.04% | 76 | -26 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | New | 19,346 | 1,801 | 0.13% | — | 77 | +19,346 | New | Q4 2025 | Feb 12, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 18,463 | 1,719 | 0.02% | 0.04% | 78 | -10,136 | -35.44% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,276 | 1,701 | 0.0% | 0.0% | 79 | +281 | 1.56% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Reduced | 17,894 | 1,666 | 0.24% | 0.26% | 80 | -1,119 | -5.89% | Q4 2025 | Feb 02, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 17,343 | 1,614 | 0.01% | 0.01% | 81 | -1,677 | -8.82% | Q4 2025 | Jan 09, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 16,984 | 1,574 | 0.02% | 0.02% | 82 | +3,034 | 21.75% | Q4 2025 | Jan 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,360 | 1,523 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 16,135 | 1,501 | 0.0% | 0.0% | 84 | +8,407 | 108.79% | Q4 2025 | Feb 17, 2026 |
| First Growth Capital LLC | History | New | 12,909 | 1,349 | 1.2% | — | 85 | +12,909 | New | Q4 2025 | Feb 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,828 | 1,101 | 0.02% | 0.02% | 86 | -330 | -2.71% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,708 | 1,090 | 0.01% | — | 87 | +11,708 | New | Q4 2025 | Jan 29, 2026 |
| Betterment LLC | History | Added to | 10,854 | 1,011 | 0.0% | 0.0% | 88 | +217 | 2.04% | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 10,851 | 1,010 | 0.01% | 0.01% | 89 | +233 | 2.19% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,985 | 836 | 0.0% | 0.0% | 90 | +621 | 7.42% | Q4 2025 | Mar 16, 2026 |
| HB Wealth Management, LLC | History | New | 8,958 | 834 | 0.01% | — | 91 | +8,958 | New | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,883 | 827 | 0.06% | 0.06% | 92 | -870 | -8.92% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,852 | 824 | 0.01% | 0.01% | 93 | +74 | 0.84% | Q4 2025 | Feb 17, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | New | 8,789 | 818 | 0.05% | — | 94 | +8,789 | New | Q4 2025 | Feb 13, 2026 |
| Logan Stone Capital, LLC | History | New | 8,699 | 810 | 0.2% | — | 95 | +8,699 | New | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Added to | 8,625 | 803 | 0.25% | 0.25% | 96 | +41 | 0.48% | Q4 2025 | Jan 26, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,156 | 759 | 0.0% | 0.0% | 97 | -338 | -3.98% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,050 | 749 | 0.0% | 0.0% | 98 | -45,106 | -84.86% | Q4 2025 | Feb 10, 2026 |
| Ballentine Partners, LLC | History | No change | 7,914 | 736 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Advisory Alpha, LLC | History | Added to | 7,889 | 734 | 0.02% | 0.01% | 100 | +2,539 | 47.46% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,821 | 728 | 0.0% | — | 101 | +7,821 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,788 | 725 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,600 | 707 | 0.0% | 0.0% | 103 | -529 | -6.51% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Reduced | 7,455 | 694 | 0.32% | 0.32% | 104 | -70 | -0.93% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,240 | 674 | 0.0% | 0.0% | 105 | +977 | 15.6% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 7,147 | 665 | 0.0% | 0.0% | 106 | +2,414 | 51.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,061 | 657 | 0.0% | 0.0% | 107 | -97 | -1.36% | Q4 2025 | Feb 10, 2026 |
| SCS Capital Management LLC | History | No change | 6,859 | 638 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | No change | 6,828 | 635 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,779 | 631 | 0.02% | 0.02% | 110 | +167 | 2.53% | Q4 2025 | Feb 03, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,693 | 623 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| South Shore Capital Advisors | History | New | 6,656 | 619 | 0.45% | — | 112 | +6,656 | New | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 605 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,413 | 597 | 0.01% | 0.01% | 114 | +3 | 0.05% | Q4 2025 | Jan 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,073 | 565 | 0.01% | — | 115 | +6,073 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,979 | 556 | 0.0% | 0.0% | 116 | +156 | 2.68% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Added to | 5,894 | 548 | 0.0% | 0.0% | 117 | +2,742 | 86.99% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 5,830 | 542 | 0.06% | 0.04% | 118 | +1,716 | 41.71% | Q4 2025 | Jan 23, 2026 |
| Summa Corp. | History | No change | 5,500 | 512 | 0.22% | 0.22% | 119 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,458 | 508 | 0.0% | 0.0% | 120 | -314 | -5.44% | Q4 2025 | Feb 02, 2026 |
| Cedarwood Wealth LLC | History | New | 4,957 | 496 | 0.55% | — | 122 | +4,957 | New | Q4 2025 | Mar 05, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 4,851 | 496 | 0.24% | 0.21% | 121 | +595 | 13.98% | Q4 2025 | Feb 10, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,260 | 489 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,087 | 473 | 0.01% | 0.01% | 124 | -122 | -2.34% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,803 | 470 | 0.0% | 0.0% | 125 | +24 | 0.5% | Q4 2025 | Jan 08, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 4,892 | 455 | 0.08% | — | 126 | +4,892 | New | Q4 2025 | Feb 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 4,800 | 446 | 0.19% | 0.2% | 127 | -252 | -4.99% | Q4 2025 | Jan 30, 2026 |
| Breakwater Investment Management | History | No change | 4,761 | 443 | 0.16% | 0.16% | 128 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 4,704 | 438 | 0.2% | 0.2% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 4,685 | 436 | 0.04% | 0.04% | 130 | -110 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 4,492 | 418 | 0.0% | 0.0% | 132 | +1,244 | 38.3% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,499 | 418 | 0.0% | 0.0% | 131 | -487 | -9.77% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 4,455 | 414 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Accredited Investors Inc. | History | No change | 4,214 | 392 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,096 | 381 | 0.01% | 0.01% | 135 | +110 | 2.76% | Q4 2025 | Jan 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 4,090 | 380 | 0.04% | 0.03% | 136 | +70 | 1.74% | Q4 2025 | Jan 20, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 4,004 | 372 | 0.04% | 0.78% | 137 | -59,753 | -93.72% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 3,799 | 353 | 0.0% | 0.0% | 138 | +97 | 2.62% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 3,760 | 350 | 0.0% | 0.0% | 139 | +2,052 | 120.14% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 3,763 | 350 | 0.01% | 0.01% | 140 | +46 | 1.24% | Q4 2025 | Feb 02, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 3,736 | 347 | 0.03% | 0.03% | 141 | +46 | 1.25% | Q4 2025 | Feb 11, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,661 | 340 | 0.04% | 0.05% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,646 | 339 | 0.01% | 0.01% | 143 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Yoffe Investment Management, LLC | History | No change | 3,592 | 334 | 0.43% | 0.43% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 3,489 | 324 | 0.0% | 0.0% | 145 | -3,288 | -48.52% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | No change | 3,368 | 313 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 3,308 | 308 | 0.0% | — | 147 | +3,308 | New | Q4 2025 | Feb 13, 2026 |
| River Street Advisors LLC | History | No change | 3,198 | 297 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quadrature Capital Ltd | History | New | 3,075 | 286 | 0.0% | — | 149 | +3,075 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 3,039 | 282 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | Added to | 3,015 | 280 | 0.04% | 0.04% | 151 | +36 | 1.21% | Q4 2025 | Jan 16, 2026 |
| Foster Group, Inc. | History | No change | 3,000 | 279 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,827 | 263 | 0.0% | 0.0% | 154 | +1,270 | 81.57% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 2,830 | 263 | 0.04% | 0.05% | 153 | -734 | -20.59% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,827 | 263 | 0.01% | 0.01% | 155 | +245 | 9.49% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,811 | 262 | 0.0% | 0.0% | 156 | -223 | -7.35% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 2,732 | 254 | 0.0% | 0.0% | 157 | +193 | 7.6% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | New | 2,606 | 242 | 0.05% | — | 158 | +2,606 | New | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 2,520 | 234 | 0.0% | — | 159 | +2,520 | New | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | New | 2,500 | 232 | 0.01% | — | 160 | +2,500 | New | Q4 2025 | Jan 07, 2026 |
| Saranac Partners Ltd | History | No change | 2,500 | 232 | 0.09% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 2,457 | 228 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LVW Advisors, LLC | History | New | 2,366 | 220 | 0.02% | — | 163 | +2,366 | New | Q4 2025 | Jan 14, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,150 | 200 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,933 | 180 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,735 | 161 | 0.0% | 0.0% | 166 | +335 | 23.93% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,481 | 137 | 0.0% | 0.0% | 167 | -461 | -23.74% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 1,355 | 132 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,194 | 111 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | No change | 1,133 | 105 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 957 | 89 | 0.0% | — | 171 | +957 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 872 | 81 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 752 | 70 | 0.0% | 0.0% | 173 | +46 | 6.52% | Q4 2025 | Feb 03, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 544 | 50 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 366 | 34 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 348 | 32 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | New | 314 | 29 | 0.0% | — | 177 | +314 | New | Q4 2025 | Jan 16, 2026 |
| Miller Capital Partners, Inc. | History | New | 306 | 28 | 0.01% | — | 179 | +306 | New | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 276 | 28 | 0.0% | 0.0% | 178 | +1 | 0.36% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 296 | 27 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 276 | 25 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 250 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 246 | 22 | 0.0% | 0.0% | 183 | +220 | 846.15% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 242 | 22 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 229 | 21 | 0.0% | — | 186 | +229 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 230 | 21 | 0.0% | 0.0% | 185 | +156 | 210.81% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 220 | 20 | 0.02% | — | 188 | +220 | New | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | No change | 216 | 20 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 199 | 18 | 0.01% | 0.01% | 189 | +3 | 1.53% | Q4 2025 | Jan 14, 2026 |
| TD Capital Management LLC | History | New | 167 | 15 | 0.0% | — | 190 | +167 | New | Q4 2025 | Feb 26, 2026 |
| TSFG, LLC | History | No change | 145 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 100 | 9 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Orion Capital Management LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 55 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 43 | 4 | 0.0% | — | 199 | +43 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47 | 4 | 0.0% | 0.0% | 201 | +27 | 135.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 46 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 42 | 3 | 0.0% | — | 203 | +42 | New | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 34 | 3 | 0.0% | — | 202 | +34 | New | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 28 | 2 | 0.0% | — | 204 | +28 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Wealth Partners, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214,735 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arvest Bank Trust Division | History | Closed out | 0 | 0 | — | 0.61% | — | -121,254 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,886 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -72,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.52% | — | -39,797 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -33,961 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.02% | — | -20,955 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fullerton Fund Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -15,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,069 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,371 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,765 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,277 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -146 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |