iShares, Inc. - ACWV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | History | Added to | 2,602,166 | 309,023 | 0.31% | 0.33% | 1 | +52,388 | 2.05% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,406,100 | 285,724 | 8.21% | 8.87% | 2 | -13,577 | -0.56% | Q4 2025 | Jan 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,984,690 | 235,681 | 0.19% | — | 3 | +1,984,690 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,293,082 | 153,553 | 0.0% | 0.0% | 4 | -44,965 | -3.36% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,246,290 | 147,996 | 0.01% | 0.01% | 5 | -1,104 | -0.09% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | New | 931,806 | 110,651 | 0.08% | — | 6 | +931,806 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 702,659 | 83,440 | 0.02% | 0.02% | 7 | +14,944 | 2.17% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 401,887 | 47,724 | 0.0% | 0.0% | 8 | +13,139 | 3.38% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 367,255 | 43,611 | 0.01% | 0.01% | 9 | -3,236 | -0.87% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 240,891 | 28,606 | 0.01% | 0.01% | 10 | +1,779 | 0.74% | Q4 2025 | Feb 17, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 228,748 | 27,163 | 10.07% | 10.17% | 11 | +5,569 | 2.5% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 202,125 | 24,002 | 0.01% | 0.01% | 12 | -4,645 | -2.25% | Q4 2025 | Feb 10, 2026 |
| DORVAL Corp | History | Added to | 175,929 | 20,891 | 6.67% | 6.62% | 13 | +9,150 | 5.49% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 169,870 | 20,172 | 0.0% | 0.0% | 14 | -15,623 | -8.42% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 168,189 | 19,973 | 0.03% | 0.03% | 15 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 154,025 | 18,290 | 0.03% | 0.02% | 16 | +70,615 | 84.66% | Q4 2025 | Mar 16, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 141,078 | 16,753 | 2.42% | 2.45% | 17 | +1,507 | 1.08% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 138,514 | 16,448 | 0.0% | 0.0% | 18 | +40,521 | 41.35% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 129,734 | 15,405 | 3.09% | 4.35% | 19 | -43,429 | -25.08% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 126,408 | 15,010 | 0.1% | 0.11% | 20 | -3,107 | -2.4% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 108,452 | 12,878 | 0.0% | 0.01% | 21 | -49,408 | -31.3% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 102,939 | 12,224 | 0.02% | 0.02% | 22 | -2,693 | -2.55% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 100,637 | 12,000 | 0.02% | 0.02% | 23 | +874 | 0.88% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 100,944 | 11,987 | 0.08% | 0.08% | 24 | +6,467 | 6.85% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 100,829 | 11,973 | 0.02% | 0.02% | 25 | +2,838 | 2.9% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 94,773 | 11,254 | 0.0% | 0.0% | 26 | +54,315 | 134.25% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 92,272 | 10,957 | 0.01% | 0.01% | 27 | -2,136 | -2.26% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89,232 | 10,596 | 0.01% | 0.01% | 28 | +1,439 | 1.64% | Q4 2025 | Feb 10, 2026 |
| Tacita Capital Inc | History | Added to | 88,082 | 10,459 | 6.06% | 6.22% | 29 | +2,250 | 2.62% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 87,698 | 10,414 | 0.05% | — | 30 | +87,698 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 83,683 | 9,937 | 0.04% | 0.05% | 31 | -2,860 | -3.3% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 80,725 | 9,586 | 0.01% | 0.01% | 32 | +720 | 0.9% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 80,116 | 9,514 | 0.0% | — | 33 | +80,116 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 77,658 | 9,221 | 0.05% | 0.06% | 34 | +1,552 | 2.04% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 75,171 | 8,926 | 0.29% | 0.29% | 35 | -8,607 | -10.27% | Q4 2025 | Jan 09, 2026 |
| Fiera Capital Corp | History | No change | 67,230 | 7,983 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 58,921 | 6,996 | 0.01% | 0.01% | 37 | +1,183 | 2.05% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 58,716 | 6,972 | 0.83% | 0.88% | 38 | +1,435 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 58,650 | 6,964 | 0.05% | 0.06% | 39 | +541 | 0.93% | Q4 2025 | Feb 18, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 58,187 | 6,909 | 0.93% | — | 40 | +58,187 | New | Q4 2025 | Feb 10, 2026 |
| IRON Financial LLC | History | Reduced | 52,209 | 6,199 | 2.85% | 3.03% | 41 | -482 | -0.91% | Q4 2025 | Jan 22, 2026 |
| Annex Advisory Services, LLC | History | New | 49,822 | 5,916 | 0.11% | — | 42 | +49,822 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 47,911 | 5,690 | 0.01% | 0.01% | 43 | -2,569 | -5.09% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 45,207 | 5,368 | 0.55% | 0.54% | 44 | +2,834 | 6.69% | Q4 2025 | Feb 13, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 44,976 | 5,340 | 1.84% | 2.14% | 45 | -725 | -1.59% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 42,641 | 5,055 | 0.0% | 0.0% | 46 | +7,059 | 19.84% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 42,163 | 5,006 | 0.0% | 0.0% | 47 | -27,970 | -39.88% | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 40,283 | 4,783 | 1.23% | 1.32% | 48 | -1,410 | -3.38% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,766 | 4,484 | 0.0% | 0.0% | 49 | +7,994 | 26.85% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 37,721 | 4,479 | 0.32% | 0.96% | 50 | +2 | 0.01% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Reduced | 35,786 | 4,249 | 0.02% | 0.03% | 51 | -1,468 | -3.94% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 34,182 | 4,059 | 0.05% | 0.04% | 52 | +2,869 | 9.16% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,698 | 4,001 | 0.0% | 0.0% | 53 | -640 | -1.86% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 33,333 | 3,958 | 0.01% | 0.01% | 54 | +23 | 0.07% | Q4 2025 | Jan 26, 2026 |
| GSG Advisors LLC | History | Reduced | 32,868 | 3,903 | 1.01% | 1.06% | 55 | -648 | -1.93% | Q4 2025 | Jan 08, 2026 |
| Creekside Partners | History | Added to | 32,053 | 3,806 | 1.61% | 1.69% | 56 | +32 | 0.1% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,281 | 3,714 | 0.01% | 0.02% | 57 | -40,687 | -56.53% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,277 | 3,595 | 0.03% | 0.03% | 58 | +22 | 0.07% | Q4 2025 | Jan 26, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 29,770 | 3,535 | 0.06% | 0.06% | 59 | +90 | 0.3% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,089 | 3,454 | 0.01% | 0.02% | 60 | +215 | 0.74% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,714 | 3,410 | 0.01% | 0.01% | 61 | -620 | -2.11% | Q4 2025 | Feb 05, 2026 |
| Allianz Asset Management GmbH | History | New | 28,700 | 3,408 | 0.0% | — | 62 | +28,700 | New | Q4 2025 | Feb 11, 2026 |
| Selby Wealth Management, LLC | History | New | 23,187 | 2,753 | 1.11% | — | 63 | +23,187 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 21,602 | 2,565 | 0.05% | 0.05% | 64 | -67 | -0.31% | Q4 2025 | Jan 16, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 20,504 | 2,434 | 0.03% | 0.07% | 65 | -24,703 | -54.64% | Q4 2025 | Jan 26, 2026 |
| K2 Financial Inc. | History | Reduced | 19,019 | 2,270 | 1.75% | 1.85% | 66 | -376 | -1.94% | Q4 2025 | Jan 22, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 18,150 | 2,155 | 1.9% | — | 67 | +18,150 | New | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL PLC | History | Reduced | 18,000 | 2,137 | 0.02% | 0.04% | 68 | -26,518 | -59.57% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 17,576 | 2,087 | 0.1% | 0.09% | 69 | -269 | -1.51% | Q4 2025 | Jan 27, 2026 |
| FWG Investments, LLC. | History | Added to | 17,134 | 2,034 | 1.3% | 1.39% | 70 | +186 | 1.1% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | Reduced | 16,549 | 1,965 | 0.07% | 0.09% | 71 | -4,517 | -21.44% | Q4 2025 | Feb 02, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 55,580 | 1,920 | 1.04% | — | 72 | +55,580 | New | Q4 2025 | Mar 16, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 16,106 | 1,912 | 0.5% | 0.52% | 73 | +120 | 0.75% | Q4 2025 | Jan 23, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 15,792 | 1,875 | 0.38% | 0.4% | 74 | +120 | 0.77% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,731 | 1,868 | 0.09% | 0.09% | 75 | -455 | -2.81% | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 15,473 | 1,837 | 0.0% | 0.0% | 76 | -4 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,277 | 1,814 | 0.01% | 0.01% | 77 | -3,255 | -17.56% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 15,191 | 1,803 | 0.31% | 0.61% | 78 | +91 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,361 | 1,705 | 0.08% | 0.08% | 79 | +52 | 0.36% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Added to | 14,068 | 1,670 | 0.47% | 0.46% | 80 | +948 | 7.23% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,662 | 1,622 | 0.02% | 0.02% | 81 | +3,398 | 33.11% | Q4 2025 | Feb 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 13,561 | 1,610 | 1.11% | 1.13% | 82 | -243 | -1.76% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,227 | 1,570 | 0.07% | 0.07% | 83 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,990 | 1,542 | 0.04% | 0.05% | 84 | -2,263 | -14.84% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,804 | 1,520 | 0.01% | 0.01% | 85 | -394 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Chatterton & Associates Inc. | History | New | 12,559 | 1,491 | 1.28% | — | 86 | +12,559 | New | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,403 | 1,472 | 0.0% | 0.0% | 87 | +9,484 | 324.91% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 12,154 | 1,443 | 3.07% | 3.11% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 12,062 | 1,432 | 0.0% | — | 89 | +12,062 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 11,963 | 1,420 | 0.02% | 0.02% | 90 | -800 | -6.27% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Reduced | 11,878 | 1,410 | 0.0% | 0.0% | 91 | -1,318 | -9.99% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,826 | 1,404 | 0.03% | 0.03% | 92 | +43 | 0.36% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 11,636 | 1,381 | 0.01% | 0.01% | 93 | +4,519 | 63.5% | Q4 2025 | Feb 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 11,493 | 1,364 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 11,406 | 1,354 | 0.68% | 0.71% | 95 | +89 | 0.79% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,902 | 1,294 | 0.05% | 0.01% | 96 | +9,090 | 501.66% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 10,843 | 1,287 | 0.0% | 0.0% | 98 | +6,380 | 142.95% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,838 | 1,287 | 0.0% | 0.0% | 97 | +231 | 2.18% | Q4 2025 | Feb 11, 2026 |
| Granite FO LLC | History | No change | 10,829 | 1,285 | 0.69% | 0.71% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 10,769 | 1,278 | 0.94% | 0.97% | 100 | -287 | -2.6% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,590 | 1,257 | 0.03% | 0.03% | 101 | -8 | -0.08% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 10,581 | 1,256 | 0.0% | 0.0% | 102 | +2,573 | 32.13% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,556 | 1,253 | 0.01% | 0.01% | 103 | +180 | 1.73% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | No change | 10,441 | 1,239 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 10,321 | 1,225 | 0.25% | 0.26% | 105 | +195 | 1.93% | Q4 2025 | Jan 15, 2026 |
| Csenge Advisory Group | History | Added to | 9,800 | 1,163 | 0.05% | 0.05% | 106 | +739 | 8.16% | Q4 2025 | Feb 06, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 9,744 | 1,157 | 0.13% | 0.16% | 108 | -1,365 | -12.29% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,697 | 1,157 | 0.0% | 0.0% | 107 | +842 | 9.51% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,660 | 1,147 | 0.02% | 0.02% | 109 | +533 | 5.84% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,624 | 1,142 | 0.01% | — | 110 | +9,624 | New | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,419 | 1,118 | 0.03% | 0.03% | 111 | +16 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,299 | 1,113 | 0.04% | — | 112 | +9,299 | New | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Added to | 9,125 | 1,083 | 0.08% | 0.08% | 113 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 8,791 | 1,043 | 0.0% | 0.0% | 114 | +173 | 2.01% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,689 | 1,032 | 0.05% | 0.04% | 115 | +699 | 8.75% | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,327 | 988 | 0.28% | 0.3% | 116 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bellwether Advisors, LLC | History | Added to | 7,877 | 935 | 0.15% | 0.14% | 117 | +562 | 7.68% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,868 | 934 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,586 | 900 | 0.0% | 0.0% | 119 | +604 | 8.65% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,500 | 890 | 0.01% | 0.01% | 120 | -62 | -0.82% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 7,041 | 836 | 0.0% | 0.0% | 121 | +1,277 | 22.15% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,038 | 835 | 0.0% | 0.0% | 122 | +847 | 13.68% | Q4 2025 | Mar 25, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 6,962 | 826 | 0.35% | 0.35% | 123 | -24 | -0.34% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,872 | 815 | 0.02% | 0.02% | 124 | +24 | 0.35% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,779 | 805 | 0.01% | 0.01% | 125 | +72 | 1.07% | Q4 2025 | Feb 12, 2026 |
| West Family Investments, Inc. | History | No change | 5,169 | 795 | 0.19% | 26.68% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | Reduced | 6,398 | 759 | 0.11% | 0.13% | 127 | -172 | -2.62% | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | New | 6,390 | 758 | 0.0% | — | 128 | +6,390 | New | Q4 2025 | Mar 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,381 | 757 | 0.01% | 0.01% | 129 | -611 | -8.74% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,328 | 751 | 0.0% | 0.0% | 130 | +374 | 6.28% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 6,202 | 736 | 0.0% | 0.0% | 131 | -29 | -0.47% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,102 | 724 | 0.01% | 0.0% | 132 | -1,372 | -18.36% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,078 | 721 | 0.01% | 0.01% | 133 | +352 | 6.15% | Q4 2025 | Feb 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 5,983 | 710 | 0.04% | 0.04% | 134 | +1,289 | 27.46% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,975 | 709 | 0.01% | 0.01% | 135 | -22 | -0.37% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,886 | 702 | 0.05% | 0.04% | 136 | +1,049 | 21.69% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,851 | 694 | 0.01% | 0.01% | 137 | +78 | 1.35% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,720 | 679 | 0.0% | 0.0% | 138 | -89 | -1.53% | Q4 2025 | Feb 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 5,714 | 678 | 0.13% | 0.14% | 139 | +5 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 5,674 | 673 | 0.26% | 0.27% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,633 | 668 | 0.01% | 0.01% | 141 | +358 | 6.79% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,520 | 655 | 0.0% | — | 142 | +5,520 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 5,518 | 655 | 0.01% | 0.01% | 143 | -1,345 | -19.6% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,235 | 621 | 0.0% | 0.0% | 144 | +1,374 | 35.59% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 5,201 | 617 | 0.08% | 0.08% | 145 | +166 | 3.3% | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 5,176 | 614 | 0.11% | — | 146 | +5,176 | New | Q4 2025 | Feb 25, 2026 |
| Sunrise Financial Services, LLC | History | New | 5,158 | 612 | 0.46% | — | 149 | +5,158 | New | Q4 2025 | Feb 11, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 5,160 | 612 | 0.41% | 0.52% | 148 | -95 | -1.81% | Q4 2025 | Jan 15, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 5,160 | 612 | 0.1% | 0.11% | 147 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,045 | 599 | 0.01% | 0.01% | 150 | -582 | -10.34% | Q4 2025 | Feb 13, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 4,767 | 566 | 0.06% | 0.06% | 151 | -192 | -3.87% | Q4 2025 | Jan 26, 2026 |
| Aspetuck Financial Management LLC | History | No change | 4,670 | 554 | 0.37% | 0.38% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 4,601 | 546 | 0.04% | 0.39% | 153 | -31,748 | -87.34% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,584 | 544 | 0.0% | 0.0% | 154 | -573 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,500 | 534 | 0.0% | 0.0% | 155 | -183 | -3.91% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,494 | 533 | 0.0% | 0.0% | 156 | -59 | -1.3% | Q4 2025 | Feb 06, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,491 | 533 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,440 | 529 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 4,289 | 509 | 0.03% | 0.03% | 159 | +40 | 0.94% | Q4 2025 | Feb 18, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 4,220 | 501 | 0.11% | 0.09% | 160 | +1,201 | 39.78% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,082 | 484 | 0.44% | — | 161 | +4,082 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,783 | 481 | 0.01% | 0.03% | 162 | -295 | -2.66% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 4,021 | 477 | 0.01% | 0.01% | 163 | +21 | 0.53% | Q4 2025 | Mar 12, 2026 |
| PDS Planning, Inc | History | Added to | 4,012 | 476 | 0.03% | 0.03% | 164 | +22 | 0.55% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,000 | 475 | 0.0% | 0.0% | 165 | -29,112 | -87.92% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 3,916 | 465 | 0.02% | — | 166 | +3,916 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,874 | 460 | 0.0% | 0.0% | 167 | -1,989 | -33.92% | Q4 2025 | Jan 30, 2026 |
| Cox Capital Mgt LLC | History | Added to | 3,665 | 437 | 0.27% | 0.28% | 168 | +109 | 3.07% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 3,647 | 433 | 0.03% | 0.03% | 169 | -32 | -0.87% | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | No change | 3,647 | 433 | 0.14% | 0.15% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,635 | 431 | 0.0% | 0.0% | 171 | +8 | 0.22% | Q4 2025 | Feb 12, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 3,575 | 425 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 3,470 | 412 | 0.03% | 0.03% | 173 | -320 | -8.44% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,443 | 408 | 0.01% | 0.01% | 174 | +133 | 4.02% | Q4 2025 | Jan 30, 2026 |
| Stewardship Advisors, LLC | History | Added to | 3,428 | 407 | 0.09% | 0.09% | 175 | +79 | 2.36% | Q4 2025 | Jan 15, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 3,383 | 401 | 0.12% | 0.08% | 176 | +783 | 30.12% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,383 | 401 | 0.01% | 0.02% | 178 | -202 | -5.63% | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,384 | 401 | 0.0% | 0.0% | 177 | +15 | 0.45% | Q4 2025 | Jan 26, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 3,335 | 396 | 0.26% | — | 179 | +3,335 | New | Q4 2025 | Apr 02, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 3,226 | 384 | 0.37% | — | 180 | +3,226 | New | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,228 | 383 | 0.24% | 0.25% | 181 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Stanich Group LLC | History | Reduced | 3,195 | 379 | 0.29% | 0.24% | 182 | -121 | -3.65% | Q4 2025 | Jan 23, 2026 |
| Rathbones Group PLC | History | Added to | 3,177 | 377 | 0.0% | 0.0% | 183 | +431 | 15.7% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 3,172 | 376 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 3,149 | 373 | 0.03% | 0.03% | 185 | +18 | 0.57% | Q4 2025 | Feb 04, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 3,025 | 359 | 0.05% | — | 186 | +3,025 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 3,030 | 359 | 0.02% | 0.02% | 187 | -150 | -4.72% | Q4 2025 | Feb 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,020 | 358 | 0.03% | — | 188 | +3,020 | New | Q4 2025 | Feb 17, 2026 |
| COFG Advisors, LLC | History | New | 3,016 | 358 | 0.09% | — | 190 | +3,016 | New | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,017 | 358 | 0.02% | 0.01% | 189 | +710 | 30.78% | Q4 2025 | Feb 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,970 | 352 | 0.06% | 0.08% | 191 | -396 | -11.76% | Q4 2025 | Jan 29, 2026 |
| Hilltop Partners LLC | History | No change | 2,866 | 340 | 0.09% | 0.1% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Added to | 2,854 | 338 | 0.25% | 0.26% | 193 | +24 | 0.85% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | New | 2,838 | 337 | 0.01% | — | 195 | +2,838 | New | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | Reduced | 2,842 | 337 | 0.02% | 0.03% | 194 | -478 | -14.4% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 2,837 | 336 | 0.0% | — | 196 | +2,837 | New | Q4 2025 | Mar 20, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,764 | 328 | 0.33% | — | 197 | +2,764 | New | Q4 2025 | Feb 19, 2026 |
| Parisi Gray Wealth Management | History | No change | 2,711 | 321 | 0.07% | 0.08% | 198 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CVFG LLC | History | No change | 2,685 | 318 | 0.22% | 0.23% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,670 | 317 | 0.0% | 0.01% | 200 | -1,380 | -34.07% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | No change | 2,669 | 316 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,621 | 311 | 0.05% | 0.07% | 202 | -1,151 | -30.51% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,569 | 305 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,493 | 296 | 0.01% | 0.01% | 206 | +250 | 11.15% | Q4 2025 | Jan 30, 2026 |
| First American Bank | History | No change | 2,500 | 296 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,500 | 296 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garde Capital, Inc. | History | Reduced | 2,451 | 291 | 0.02% | 0.02% | 207 | -349 | -12.46% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 2,429 | 288 | 0.02% | 0.01% | 208 | -91 | -3.61% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 2,420 | 287 | 0.01% | — | 209 | +2,420 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,407 | 285 | 0.0% | 0.0% | 210 | -4 | -0.17% | Q4 2025 | Jan 27, 2026 |
| WP Advisors, LLC | History | Added to | 2,384 | 283 | 0.07% | 0.07% | 211 | +26 | 1.1% | Q4 2025 | Jan 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 2,382 | 282 | 0.01% | 0.01% | 212 | +201 | 9.22% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,367 | 281 | 0.0% | 0.0% | 213 | -464 | -16.39% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,349 | 278 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BSW Wealth Partners | History | No change | 2,302 | 273 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | No change | 2,300 | 273 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | New | 2,296 | 272 | 0.0% | — | 217 | +2,296 | New | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | New | 2,267 | 269 | 0.08% | — | 219 | +2,267 | New | Q4 2025 | Feb 17, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 2,272 | 269 | 0.18% | 0.2% | 218 | -80 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Aureum Wealth Management, LLC | History | New | 2,250 | 267 | 0.25% | — | 221 | +2,250 | New | Q4 2025 | Jan 28, 2026 |
| Vestment Financial LLC | History | Reduced | 2,239 | 267 | 0.14% | 0.19% | 220 | -557 | -19.92% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,238 | 265 | 0.05% | 0.0% | 222 | -286 | -11.33% | Q4 2025 | Mar 04, 2026 |
| CGN Advisors LLC | History | Reduced | 2,186 | 259 | 0.02% | 0.03% | 225 | -574 | -20.8% | Q4 2025 | Jan 05, 2026 |
| Independent Advisor Alliance | History | Reduced | 2,183 | 259 | 0.01% | 0.01% | 224 | -65 | -2.89% | Q4 2025 | Feb 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,171 | 259 | 0.03% | 0.03% | 226 | +13 | 0.6% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,186 | 259 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | Added to | 2,170 | 257 | 0.14% | 0.13% | 227 | +404 | 22.88% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,147 | 255 | 0.0% | 0.0% | 228 | -52 | -2.36% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 2,155 | 255 | 0.06% | 0.06% | 229 | +21 | 0.98% | Q4 2025 | Feb 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,145 | 254 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sherman Wealth Management LLC | History | New | 2,135 | 253 | 0.22% | — | 232 | +2,135 | New | Q4 2025 | Jan 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,136 | 253 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SFMG, LLC | History | Reduced | 2,099 | 249 | 0.02% | 0.02% | 234 | -92 | -4.2% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 2,100 | 249 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,100 | 249 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,070 | 247 | 0.06% | 0.06% | 236 | -77 | -3.59% | Q4 2025 | Jan 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,063 | 244 | 0.03% | 0.03% | 237 | -130 | -5.93% | Q4 2025 | Feb 18, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 2,047 | 243 | 0.18% | 0.19% | 238 | -23 | -1.11% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,018 | 239 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Veery Capital, LLC | History | No change | 1,983 | 235 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OneAscent Wealth Management LLC | History | No change | 1,981 | 235 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 1,946 | 231 | 0.01% | 0.01% | 242 | +267 | 15.9% | Q4 2025 | Jan 30, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 1,935 | 229 | 0.13% | 0.12% | 244 | +216 | 12.57% | Q4 2025 | Jan 21, 2026 |
| Lee Financial Co | History | No change | 1,934 | 229 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,925 | 228 | 0.02% | 0.02% | 245 | +20 | 1.05% | Q4 2025 | Apr 02, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 1,889 | 224 | 0.03% | 0.04% | 246 | +64 | 3.51% | Q4 2025 | Jan 28, 2026 |
| Koenig Investment Advisory, LLC | History | New | 1,796 | 222 | 0.18% | — | 248 | +1,796 | New | Q4 2025 | Mar 03, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,805 | 222 | 0.09% | 0.1% | 247 | -16 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Daner Wealth Management, LLC | History | No change | 1,795 | 221 | 0.14% | 0.14% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,855 | 220 | 0.02% | 0.03% | 252 | -504 | -21.36% | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Reduced | 1,861 | 220 | 0.02% | 0.02% | 251 | -12 | -0.64% | Q4 2025 | Jan 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,860 | 220 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 1,850 | 219 | 0.07% | 0.07% | 253 | -61 | -3.19% | Q4 2025 | Jan 26, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,830 | 217 | 0.01% | 0.02% | 254 | -32 | -1.72% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,795 | 213 | 0.0% | 0.0% | 255 | -1 | -0.06% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 1,784 | 211 | 0.03% | 0.03% | 256 | +53 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 1,773 | 210 | 0.0% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Added to | 1,768 | 209 | 0.04% | 0.05% | 258 | +28 | 1.61% | Q4 2025 | Feb 03, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,739 | 206 | 0.05% | 0.05% | 260 | -16 | -0.91% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,738 | 206 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 1,708 | 202 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 1,695 | 201 | 0.0% | — | 262 | +1,695 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | New | 1,687 | 200 | 0.0% | — | 263 | +1,687 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,423 | 168 | 0.0% | — | 264 | +1,423 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,372 | 162 | 0.01% | 0.01% | 265 | -16 | -1.15% | Q4 2025 | Jan 20, 2026 |
| Pacific Center for Financial Services | History | No change | 1,262 | 151 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 1,190 | 141 | 0.08% | — | 267 | +1,190 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,166 | 139 | 0.01% | 0.01% | 268 | -307 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 1,069 | 126 | 0.07% | 0.07% | 269 | -1 | -0.09% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | New | 1,016 | 120 | 0.03% | — | 271 | +1,016 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,011 | 120 | 0.01% | 0.01% | 270 | -495 | -32.87% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Advisors | History | No change | 1,000 | 118 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 905 | 107 | 0.01% | — | 273 | +905 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 861 | 102 | 0.03% | 0.1% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 787 | 93 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Reduced | 753 | 89 | 0.0% | 0.0% | 276 | -37 | -4.68% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 688 | 81 | 0.01% | 0.01% | 277 | -167 | -19.53% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 681 | 80 | 0.0% | 0.0% | 278 | -1,161 | -63.03% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 656 | 77 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 627 | 74 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 564 | 66 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | New | 480 | 57 | 0.02% | — | 282 | +480 | New | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 468 | 55 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | Reduced | 411 | 48 | 0.03% | 0.02% | 284 | -15 | -3.52% | Q4 2025 | Feb 02, 2026 |
| Estate Planners Group, LLC | History | New | 404 | 47 | 0.02% | — | 285 | +404 | New | Q4 2025 | Apr 07, 2026 |
| VSM Wealth Advisory, LLC | History | New | 388 | 46 | 0.01% | — | 286 | +388 | New | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 319 | 37 | 0.0% | 0.0% | 287 | -75 | -19.04% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 308 | 36 | 0.01% | — | 289 | +308 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 310 | 36 | 0.0% | 0.0% | 288 | -24 | -7.19% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 303 | 36 | 0.01% | 0.01% | 290 | +3 | 1.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 294 | 34 | 0.0% | 0.0% | 291 | -113 | -27.76% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | No change | 269 | 31 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | No change | 209 | 24 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Basepoint Wealth LLC | History | New | 194 | 23 | 0.01% | — | 294 | +194 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 171 | 20 | 0.0% | 0.0% | 295 | -25 | -12.76% | Q4 2025 | Feb 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 162 | 19 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 161 | 19 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 159 | 18 | 0.01% | — | 298 | +159 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 154 | 18 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 145 | 17 | 0.01% | 0.0% | 300 | +1 | 0.69% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 130 | 15 | 0.0% | — | 301 | +130 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 125 | 14 | 0.0% | — | 302 | +125 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 102 | 12 | 0.0% | 0.0% | 304 | +2 | 2.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 103 | 12 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 92 | 11 | 0.0% | — | 305 | +92 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 94 | 11 | 0.0% | 0.0% | 307 | +58 | 161.11% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First Pacific Financial | History | Added to | 86 | 10 | 0.0% | 0.0% | 308 | +1 | 1.18% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 78 | 9 | 0.0% | 0.0% | 309 | -4 | -4.88% | Q4 2025 | Jan 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 70 | 8 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Coston, McIsaac & Partners | History | Added to | 66 | 7 | 0.0% | 0.0% | 313 | +1 | 1.54% | Q4 2025 | Feb 03, 2026 |
| GGM Financials LLC | History | Added to | 59 | 7 | 0.0% | 0.0% | 314 | +1 | 1.72% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 60 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighMark Wealth Management LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 56 | 6 | 0.0% | 0.0% | 315 | -15 | -21.13% | Q4 2025 | Jan 16, 2026 |
| BankPlus Trust Department | History | No change | 52 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 43 | 5 | 0.0% | — | 317 | +43 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 40 | 5 | 0.0% | — | 318 | +40 | New | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 28 | 3 | 0.0% | — | 320 | +28 | New | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 29 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 23 | 2 | 0.0% | — | 322 | +23 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Closed out | 0 | 0 | — | 2.65% | — | -257,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.25% | — | -16,585 | -100.0% | Q3 2025 | Nov 12, 2025 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -8,360 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,896 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.04% | — | -6,222 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tanglewood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,058 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BXM Wealth LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -4,600 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Warren Street Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,394 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,231 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TKG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,123 | -100.0% | Q3 2025 | Oct 28, 2025 |
| High Falls Advisors, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -2,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,809 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -827 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -800 | -100.0% | Q3 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -745 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -380 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JFS WEALTH ADVISORS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |