iSHARES TRUST - ACWX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,238,428 | 485,915 | 0.04% | 0.02% | 1 | +1,601,956 | 28.42% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 5,336,686 | 358,251 | 0.02% | 0.02% | 2 | +34,953 | 0.66% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,443,368 | 298,283 | 0.01% | 0.0% | 3 | +139,642 | 3.24% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 296,245 | 296,245 | 0.17% | — | 4 | +296,245 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,761,518 | 185,380 | 0.03% | 0.03% | 5 | +79,121 | 2.95% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,400,049 | 161,115 | 0.02% | 0.0% | 6 | +2,319,101 | 2864.93% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,252,690 | 151,223 | 0.25% | — | 7 | +2,252,690 | New | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,903,756 | 127,795 | 0.03% | 0.03% | 8 | +88,834 | 4.89% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,701,550 | 114,225 | 0.03% | 0.02% | 9 | +412,605 | 32.01% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 1,682,581 | 112,951 | 0.13% | 0.16% | 10 | +113,135 | 7.21% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 1,612,103 | 108,220 | 9.22% | 9.3% | 11 | -7,613 | -0.47% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co | History | Reduced | 1,423,778 | 95,578 | 4.09% | 4.33% | 12 | -4,816 | -0.34% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,319,204 | 88,558 | 0.01% | 0.01% | 13 | +78,526 | 6.33% | Q4 2025 | Mar 25, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,294,483 | 86,898 | 0.15% | 0.0% | 14 | +1,281,794 | 10101.62% | Q4 2025 | Feb 12, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,125,212 | 75,535 | 6.4% | 5.96% | 15 | +77,711 | 7.42% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,077,223 | 72,313 | 0.34% | — | 16 | +1,077,223 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,048,816 | 70,407 | 0.17% | 0.13% | 17 | +301,687 | 40.38% | Q4 2025 | Feb 13, 2026 |
| Cliffwater LLC | History | No change | 1,048,621 | 70,393 | 14.78% | 14.36% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,018,255 | 68,355 | 2.68% | 2.45% | 19 | +130,960 | 14.76% | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 980,397 | 65,814 | 2.27% | 2.25% | 20 | +20,849 | 2.17% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 938,780 | 63,020 | 0.4% | — | 21 | +938,780 | New | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 938,202 | 62,981 | 0.09% | 0.09% | 22 | +109,615 | 13.23% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 890,871 | 59,804 | 0.11% | 0.12% | 23 | -2,141 | -0.24% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 854,250 | 57,345 | 0.0% | 0.0% | 24 | -25,436 | -2.89% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 853,518 | 57,296 | 0.01% | — | 25 | +853,518 | New | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 837,174 | 56,199 | 0.03% | 0.0% | 26 | +716,382 | 593.07% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 778,618 | 52,268 | 0.01% | 0.01% | 27 | +184,747 | 31.11% | Q4 2025 | Feb 13, 2026 |
| TLWM | History | Reduced | 776,716 | 52,140 | 9.54% | 9.52% | 28 | -38,154 | -4.68% | Q4 2025 | Jan 12, 2026 |
| WESBANCO BANK INC | History | Added to | 754,463 | 50,647 | 1.39% | 1.26% | 29 | +57,968 | 8.32% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 722,543 | 48,504 | 0.39% | 0.01% | 30 | +708,682 | 5112.78% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 718,986 | 48,265 | 1.81% | 1.78% | 31 | -10,565 | -1.45% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 699,978 | 46,989 | 0.02% | 0.01% | 32 | +520,032 | 288.99% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 696,149 | 46,732 | 1.1% | 1.1% | 33 | +2,194 | 0.32% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 665,175 | 44,653 | 0.05% | 0.05% | 34 | -28,786 | -4.15% | Q4 2025 | Jan 30, 2026 |
| Select Equity Group, L.P. | History | New | 600,269 | 40,296 | 0.17% | — | 35 | +600,269 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 556,062 | 37,328 | 0.01% | 0.01% | 36 | -6,717 | -1.19% | Q4 2025 | Feb 17, 2026 |
| WHI TRUST Co LLC | History | New | 528,165 | 35,455 | 27.32% | — | 37 | +528,165 | New | Q4 2025 | Feb 05, 2026 |
| Abundance Wealth Counselors | History | Added to | 516,649 | 34,682 | 5.86% | 5.68% | 38 | +7,126 | 1.4% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 507,170 | 34,046 | 0.13% | 0.11% | 39 | +71,417 | 16.39% | Q4 2025 | Feb 12, 2026 |
| Resolute Advisors LLC | History | Reduced | 473,497 | 31,785 | 10.37% | 7.94% | 40 | -2,425 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 467,705 | 31,397 | 0.13% | 0.16% | 41 | -54,304 | -10.4% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 463,601 | 31,121 | 2.42% | — | 42 | +463,601 | New | Q4 2025 | Jan 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 463,279 | 31,099 | 0.01% | 0.01% | 43 | +26,341 | 6.03% | Q4 2025 | Feb 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 457,880 | 30,737 | 0.2% | 0.21% | 44 | +42,460 | 10.22% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 444,047 | 29,808 | 0.03% | 0.02% | 46 | +136,976 | 44.61% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 444,048 | 29,808 | 0.01% | 0.01% | 45 | -31,169 | -6.56% | Q4 2025 | Feb 11, 2026 |
| Cadence Bank | History | Added to | 437,986 | 29,401 | 1.72% | 1.67% | 47 | +14,011 | 3.3% | Q4 2025 | Jan 30, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 436,044 | 29,271 | 0.05% | 0.04% | 48 | +64,513 | 17.36% | Q4 2025 | Feb 12, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 433,100 | 29,074 | 0.7% | 0.99% | 49 | -22,413 | -4.92% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 432,828 | 29,055 | 0.44% | 0.46% | 50 | -2,489 | -0.57% | Q4 2025 | Jan 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 430,861 | 28,923 | 0.08% | 0.06% | 51 | +57,329 | 15.35% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 425,029 | 28,532 | 1.32% | 0.34% | 52 | +325,548 | 327.25% | Q4 2025 | Jan 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 414,524 | 27,826 | 10.0% | 6.1% | 53 | +171,139 | 70.32% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 397,769 | 26,702 | 0.01% | 0.01% | 54 | +147,858 | 59.16% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 380,959 | 25,573 | 1.13% | 0.04% | 55 | +367,572 | 2745.74% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 368,276 | 24,722 | 0.2% | 0.23% | 56 | -13,333 | -3.49% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 354,728 | 23,812 | 0.01% | 0.01% | 57 | -15,741 | -4.25% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 337,299 | 22,642 | 0.13% | 0.12% | 58 | +45,715 | 15.68% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Advisors | History | No change | 308,971 | 20,741 | 0.79% | 0.88% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 306,733 | 20,590 | 1.41% | 1.37% | 60 | -5,354 | -1.72% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 303,539 | 20,376 | 0.02% | 0.02% | 61 | +2,303 | 0.76% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 359,722 | 20,262 | 0.03% | 0.03% | 62 | +38,354 | 11.93% | Q4 2025 | Mar 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 293,985 | 19,735 | 0.11% | 0.09% | 63 | +70,850 | 31.75% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 288,124 | 19,342 | 0.16% | 0.1% | 64 | +83,187 | 40.59% | Q4 2025 | Jan 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 287,200 | 19,279 | 0.05% | 0.05% | 65 | +38,300 | 15.39% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 286,298 | 19,219 | 0.08% | 0.07% | 66 | +17,244 | 6.41% | Q4 2025 | Jan 29, 2026 |
| HARDING LOEVNER LP | History | Added to | 283,184 | 19,010 | 0.17% | 0.01% | 67 | +263,361 | 1328.56% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 279,099 | 18,736 | 0.05% | 0.0% | 68 | +274,064 | 5443.18% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 277,948 | 18,659 | 0.04% | 0.04% | 69 | +2,687 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 270,551 | 18,162 | 2.35% | 1.73% | 70 | +64,073 | 31.03% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 264,282 | 17,741 | 0.02% | 0.02% | 71 | +1,855 | 0.71% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 255,621 | 17,159 | 0.06% | 0.07% | 72 | +2,137 | 0.84% | Q4 2025 | Feb 18, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Added to | 254,500 | 17,084 | 0.56% | 0.34% | 73 | +107,000 | 72.54% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 251,702 | 16,896 | 0.02% | 0.02% | 74 | -3,275 | -1.28% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 247,240 | 16,598 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 246,494 | 16,547 | 0.34% | 0.33% | 77 | +1,458 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 246,493 | 16,547 | 0.97% | 0.96% | 76 | -999 | -0.4% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 244,122 | 16,387 | 0.02% | 0.02% | 78 | -11,806 | -4.61% | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 240,341 | 16,134 | 0.2% | 0.19% | 79 | +10,979 | 4.79% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 227,430 | 15,267 | 0.51% | 0.5% | 80 | +3,254 | 1.45% | Q4 2025 | Jan 14, 2026 |
| Atwater Malick LLC | History | Added to | 226,820 | 15,226 | 4.2% | 3.47% | 81 | +42,862 | 23.3% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 215,241 | 14,449 | 0.05% | 0.06% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 214,931 | 14,428 | 0.06% | 0.05% | 83 | +27,043 | 14.39% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Added to | 212,394 | 14,258 | 0.32% | 0.29% | 84 | +5,590 | 2.7% | Q4 2025 | Feb 04, 2026 |
| Financial Council, LLC | History | Added to | 210,729 | 14,146 | 5.65% | 1.49% | 85 | +159,189 | 308.86% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 207,656 | 13,939 | 0.26% | 0.24% | 86 | +9,583 | 4.84% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 204,945 | 13,757 | 0.0% | 0.0% | 87 | +2,984 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 197,582 | 13,263 | 0.28% | 0.1% | 88 | +150,616 | 320.69% | Q4 2025 | Feb 12, 2026 |
| Madrona Financial Services, LLC | History | Added to | 196,595 | 13,197 | 2.82% | 2.8% | 89 | +1,286 | 0.66% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | Added to | 192,612 | 12,930 | 0.02% | 0.01% | 90 | +57,851 | 42.93% | Q4 2025 | Feb 13, 2026 |
| CMH Wealth Management LLC | History | Reduced | 191,129 | 12,830 | 2.75% | 2.66% | 91 | -535 | -0.28% | Q4 2025 | Jan 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 186,200 | 12,499 | 0.14% | 0.09% | 92 | +66,539 | 55.61% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 177,343 | 12,261 | 0.13% | 0.13% | 93 | +5,890 | 3.44% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Added to | 187,718 | 12,227 | 0.04% | 0.04% | 94 | +8,680 | 4.85% | Q4 2025 | Feb 10, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 174,436 | 11,709 | 1.05% | — | 95 | +174,436 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 173,802 | 11,667 | 0.02% | 0.02% | 96 | +28,429 | 19.56% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 173,481 | 11,645 | 0.01% | 0.01% | 97 | +29,263 | 20.29% | Q4 2025 | Feb 13, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 167,785 | 11,263 | 4.27% | 4.26% | 98 | -2,910 | -1.7% | Q4 2025 | Feb 02, 2026 |
| Trust Co | History | Added to | 161,659 | 10,852 | 1.02% | 1.07% | 99 | +1,323 | 0.83% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 152,404 | 10,230 | 0.01% | 0.01% | 100 | +994 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 148,556 | 9,972 | 3.71% | 3.86% | 101 | -1,120 | -0.75% | Q4 2025 | Feb 03, 2026 |
| ICONIQ Capital, LLC | History | Added to | 146,489 | 9,833 | 0.15% | 0.12% | 102 | +2,288 | 1.59% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 142,062 | 9,536 | 0.02% | 0.01% | 103 | +83,092 | 140.91% | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 138,020 | 9,265 | 0.48% | 0.46% | 104 | -755 | -0.54% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 137,489 | 9,229 | 0.08% | 0.07% | 105 | +1,482 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 136,630 | 9,170 | 4.96% | 4.96% | 106 | -3,184 | -2.28% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 135,300 | 9,082 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 135,051 | 9,065 | 0.69% | 0.7% | 108 | -3,109 | -2.25% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 131,295 | 8,813 | 0.03% | 0.03% | 109 | -30,871 | -19.04% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 130,996 | 8,793 | 0.03% | 0.02% | 110 | +27,282 | 26.31% | Q4 2025 | Feb 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 126,761 | 8,509 | 0.04% | 0.01% | 111 | +65,149 | 105.74% | Q4 2025 | Feb 12, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 125,055 | 8,394 | 0.31% | 0.3% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 124,001 | 8,324 | 0.82% | 0.82% | 113 | -497 | -0.4% | Q4 2025 | Jan 29, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 122,332 | 8,212 | 1.41% | 1.37% | 114 | +4,060 | 3.43% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 122,207 | 8,203 | 0.29% | 0.27% | 115 | +4,955 | 4.23% | Q4 2025 | Feb 12, 2026 |
| FFG Partners, LLC | History | New | 122,025 | 8,191 | 2.37% | — | 116 | +122,025 | New | Q4 2025 | Jan 23, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 117,865 | 7,912 | 2.19% | 1.9% | 117 | +15,940 | 15.64% | Q4 2025 | Jan 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 114,769 | 7,704 | 0.0% | 0.0% | 118 | +26,324 | 29.76% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,956 | 7,649 | 0.01% | 0.01% | 119 | -4,517 | -3.81% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,538 | 7,488 | 0.02% | 0.02% | 120 | +8,932 | 8.71% | Q4 2025 | Feb 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 110,079 | 7,389 | 0.1% | 0.1% | 121 | +14 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Reduced | 107,656 | 7,226 | 0.14% | 0.16% | 122 | -275 | -0.25% | Q4 2025 | Jan 21, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 107,529 | 7,218 | 0.49% | 0.47% | 123 | +2,449 | 2.33% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 102,538 | 7,089 | 0.01% | 0.01% | 124 | -3,582 | -3.38% | Q4 2025 | Jan 08, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 101,748 | 6,830 | 5.65% | 5.19% | 125 | +8,756 | 9.42% | Q4 2025 | Feb 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 99,598 | 6,686 | 0.44% | 0.42% | 126 | +5,262 | 5.58% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 99,551 | 6,682 | 0.08% | 0.07% | 127 | -3,182 | -3.1% | Q4 2025 | Jan 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 98,306 | 6,599 | 0.32% | 0.33% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Adams Wealth Management | History | Reduced | 93,254 | 6,260 | 1.34% | 1.33% | 129 | -2,367 | -2.48% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 93,254 | 6,260 | 1.16% | 1.25% | 130 | -2,367 | -2.48% | Q4 2025 | Feb 18, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 90,000 | 6,041 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waterloo Capital, L.P. | History | Added to | 88,506 | 5,941 | 0.43% | 0.42% | 132 | +717 | 0.82% | Q4 2025 | Feb 10, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 88,128 | 5,916 | 3.99% | 4.19% | 133 | -52 | -0.06% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 85,971 | 5,771 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 84,273 | 5,682 | 0.56% | 0.55% | 135 | +3,864 | 4.81% | Q4 2025 | Feb 17, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 84,613 | 5,680 | 1.28% | 1.32% | 136 | -3,266 | -3.72% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 81,823 | 5,492 | 0.04% | 0.04% | 137 | +9,113 | 12.53% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 81,011 | 5,438 | 0.06% | 0.05% | 138 | +14,165 | 21.19% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 78,540 | 5,272 | 0.07% | 0.05% | 139 | +17,810 | 29.33% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | Added to | 76,148 | 5,111 | 0.07% | 0.07% | 140 | +77 | 0.1% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 75,813 | 5,089 | 0.03% | 0.0% | 141 | +72,317 | 2068.56% | Q4 2025 | Feb 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 74,889 | 5,027 | 0.1% | 0.05% | 142 | +37,021 | 97.76% | Q4 2025 | Feb 09, 2026 |
| Clarendon Private LLC | History | Added to | 74,650 | 5,011 | 4.25% | 2.92% | 143 | +25,188 | 50.92% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 74,172 | 4,979 | 0.1% | — | 144 | +74,172 | New | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | Added to | 73,805 | 4,954 | 2.13% | 2.11% | 145 | +3,593 | 5.12% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Added to | 72,304 | 4,853 | 0.02% | 0.02% | 146 | +10,485 | 16.96% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 71,977 | 4,831 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 71,338 | 4,788 | 5.43% | 4.05% | 148 | +330 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 71,273 | 4,784 | 1.87% | 2.3% | 149 | -5,525 | -7.19% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 71,192 | 4,779 | 2.26% | 2.19% | 150 | +1,070 | 1.53% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 70,621 | 4,740 | 0.05% | 0.02% | 151 | +45,423 | 180.26% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 70,145 | 4,708 | 0.07% | 0.07% | 152 | +568 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 69,878 | 4,690 | 0.17% | 0.16% | 153 | +4,845 | 7.45% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 69,504 | 4,665 | 0.05% | 0.05% | 154 | -115 | -0.17% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 67,959 | 4,562 | 0.0% | 0.0% | 155 | +57,592 | 555.53% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 67,792 | 4,550 | 0.09% | 0.09% | 156 | +56 | 0.08% | Q4 2025 | Feb 05, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 67,493 | 4,530 | 0.38% | 0.34% | 157 | +8,238 | 13.9% | Q4 2025 | Feb 06, 2026 |
| St. Louis Trust Co | History | Reduced | 67,161 | 4,508 | 0.52% | 0.54% | 158 | -8 | -0.01% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 64,271 | 4,443 | 0.09% | 0.09% | 159 | +1,740 | 2.78% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 64,171 | 4,307 | 0.0% | 0.0% | 160 | -575 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 63,930 | 4,291 | 0.01% | 0.01% | 161 | -14,749 | -18.75% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 62,376 | 4,187 | 0.02% | 0.02% | 162 | +2,395 | 3.99% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 61,712 | 4,142 | 0.02% | — | 163 | +61,712 | New | Q4 2025 | Feb 13, 2026 |
| M.D. Sass, LLC | History | No change | 60,600 | 4,068 | 0.32% | 0.32% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 60,051 | 4,031 | 0.12% | 0.13% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 59,732 | 4,009 | 0.07% | 0.07% | 166 | -48 | -0.08% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 59,228 | 3,975 | 0.05% | — | 167 | +59,228 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 58,910 | 3,954 | 0.08% | 0.09% | 168 | +1,934 | 3.39% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 57,857 | 3,883 | 0.02% | — | 169 | +57,857 | New | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | Added to | 56,374 | 3,784 | 0.4% | 0.4% | 170 | +170 | 0.3% | Q4 2025 | Feb 18, 2026 |
| VERITY Wealth Advisors | History | Added to | 56,343 | 3,782 | 2.35% | 2.3% | 171 | +232 | 0.41% | Q4 2025 | Jan 07, 2026 |
| SVB WEALTH LLC | History | Reduced | 56,019 | 3,760 | 0.22% | 0.22% | 172 | -8,186 | -12.75% | Q4 2025 | Feb 04, 2026 |
| Dentgroup LLC | History | Reduced | 55,409 | 3,719 | 2.55% | 2.76% | 173 | -10,281 | -15.65% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | Added to | 54,638 | 3,667 | 0.23% | 0.23% | 174 | +2,468 | 4.73% | Q4 2025 | Jan 30, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 54,490 | 3,657 | 0.01% | 0.01% | 175 | -497 | -0.9% | Q4 2025 | Feb 13, 2026 |
| Asempa Wealth Advisors | History | New | 53,003 | 3,558 | 3.07% | — | 176 | +53,003 | New | Q4 2025 | Jan 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 51,744 | 3,473 | 0.37% | 0.37% | 177 | -102 | -0.2% | Q4 2025 | Jan 20, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 50,380 | 3,382 | 0.77% | 0.82% | 178 | -4,281 | -7.83% | Q4 2025 | Jan 16, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 50,245 | 3,372 | 0.18% | 0.2% | 179 | -519 | -1.02% | Q4 2025 | Jan 21, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 48,883 | 3,281 | 2.68% | 3.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Brightwater Advisory LLC | History | Reduced | 48,593 | 3,262 | 2.2% | 2.17% | 181 | -66 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Fluent Financial, LLC | History | New | 47,532 | 3,190 | 1.22% | — | 182 | +47,532 | New | Q4 2025 | Jan 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 47,317 | 3,176 | 0.14% | 0.13% | 183 | +4,243 | 9.85% | Q4 2025 | Jan 29, 2026 |
| Red Tortoise LLC | History | Added to | 47,050 | 3,158 | 1.34% | 1.31% | 184 | +709 | 1.53% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 46,861 | 3,145 | 0.02% | — | 185 | +46,861 | New | Q4 2025 | Feb 18, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 46,625 | 3,129 | 0.36% | 0.36% | 186 | -536 | -1.14% | Q4 2025 | Jan 20, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 46,142 | 3,097 | 0.85% | 0.78% | 187 | -1,718 | -3.59% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,659 | 3,065 | 0.0% | 0.0% | 188 | +4,502 | 10.94% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 45,205 | 3,034 | 0.17% | 0.16% | 189 | +3,187 | 7.58% | Q4 2025 | Jan 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 45,020 | 3,022 | 0.03% | 0.03% | 190 | +53 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 44,785 | 3,006 | 0.37% | 0.35% | 191 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 44,407 | 2,981 | 0.05% | 0.06% | 192 | -186 | -0.42% | Q4 2025 | Jan 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 44,169 | 2,965 | 0.31% | 0.32% | 193 | +8 | 0.02% | Q4 2025 | Jan 09, 2026 |
| INVESTED ADVISORS | History | Added to | 44,065 | 2,958 | 3.06% | 1.4% | 195 | +25,807 | 141.35% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,064 | 2,958 | 0.01% | 0.01% | 194 | +816 | 1.89% | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | Added to | 43,844 | 2,943 | 0.27% | 0.24% | 196 | +3,673 | 9.14% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 42,769 | 2,871 | 0.0% | 0.0% | 197 | +661 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | Added to | 42,607 | 2,860 | 0.03% | 0.02% | 198 | +20 | 0.05% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 42,206 | 2,833 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 38,234 | 2,789 | 0.81% | 0.58% | 200 | +12,096 | 46.28% | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | Reduced | 41,373 | 2,777 | 0.3% | 0.75% | 201 | -59,193 | -58.86% | Q4 2025 | Feb 11, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 40,976 | 2,750 | 1.7% | 1.83% | 202 | -2,794 | -6.38% | Q4 2025 | Feb 02, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 40,608 | 2,725 | 0.36% | 0.01% | 203 | +39,464 | 3449.65% | Q4 2025 | Feb 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 40,565 | 2,723 | 0.12% | 0.12% | 204 | +4,388 | 12.13% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 38,598 | 2,599 | 0.08% | 0.04% | 205 | +28,300 | 274.81% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | Added to | 38,675 | 2,596 | 0.32% | 0.3% | 206 | +2,125 | 5.81% | Q4 2025 | Jan 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 38,090 | 2,556 | 0.38% | 0.34% | 207 | +4,868 | 14.65% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 37,711 | 2,531 | 0.01% | 0.0% | 208 | +7,509 | 24.86% | Q4 2025 | Jan 23, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 37,695 | 2,530 | 0.42% | 0.28% | 209 | +12,234 | 48.05% | Q4 2025 | Jan 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 37,337 | 2,506 | 0.14% | 0.14% | 210 | -104 | -0.28% | Q4 2025 | Jan 14, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 36,173 | 2,428 | 0.08% | 0.09% | 211 | -17 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | Added to | 36,000 | 2,416 | 0.01% | 0.01% | 212 | +1,225 | 3.52% | Q4 2025 | Jan 29, 2026 |
| Presidio Capital Management, LLC | History | Added to | 35,783 | 2,402 | 0.72% | 0.74% | 213 | +3,410 | 10.53% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,416 | 2,377 | 0.0% | 0.0% | 214 | +4,140 | 13.24% | Q4 2025 | Feb 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 35,207 | 2,363 | 0.18% | 0.19% | 215 | +565 | 1.63% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,034 | 2,351 | 0.0% | 0.0% | 216 | -164,972 | -82.48% | Q4 2025 | Feb 17, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 34,895 | 2,342 | 1.09% | 0.45% | 217 | +20,243 | 138.16% | Q4 2025 | Jan 07, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Reduced | 34,139 | 2,291 | 1.86% | 1.76% | 218 | -3,721 | -9.83% | Q4 2025 | Jan 29, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 34,142 | 2,291 | 0.58% | 0.56% | 219 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | Reduced | 33,889 | 2,274 | 0.08% | 0.11% | 220 | -150 | -0.44% | Q4 2025 | Jan 21, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 33,819 | 2,270 | 0.04% | 0.04% | 221 | -2,174 | -6.04% | Q4 2025 | Feb 05, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 33,190 | 2,228 | 0.17% | 0.16% | 222 | +303 | 0.92% | Q4 2025 | Feb 06, 2026 |
| Allen Investment Management, LLC | History | No change | 32,989 | 2,214 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 32,810 | 2,202 | 0.05% | 0.05% | 224 | -878 | -2.61% | Q4 2025 | Feb 18, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 32,206 | 2,161 | 0.26% | 0.27% | 225 | -576 | -1.76% | Q4 2025 | Jan 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 31,852 | 2,138 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 31,648 | 2,124 | 0.17% | 0.22% | 227 | -7,628 | -19.42% | Q4 2025 | Feb 17, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 31,099 | 2,087 | 0.4% | 0.39% | 228 | +1,075 | 3.58% | Q4 2025 | Jan 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 31,000 | 2,081 | 0.23% | 0.24% | 229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Community Bank, N.A. | History | Reduced | 30,986 | 2,080 | 0.25% | 0.25% | 230 | -711 | -2.24% | Q4 2025 | Feb 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 29,083 | 1,952 | 0.21% | 0.24% | 231 | -5 | -0.02% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,799 | 1,933 | 0.0% | 0.01% | 232 | -116,989 | -80.25% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,766 | 1,931 | 0.01% | 0.01% | 233 | +1,311 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 28,653 | 1,923 | 0.03% | 0.01% | 234 | +23,491 | 455.08% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 28,048 | 1,882 | 0.01% | 0.01% | 235 | +1,564 | 5.91% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | No change | 27,858 | 1,870 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 27,650 | 1,856 | 0.37% | 0.36% | 237 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 26,793 | 1,798 | 0.31% | 0.3% | 238 | +3,172 | 13.43% | Q4 2025 | Jan 29, 2026 |
| CIM, LLC | History | Added to | 26,595 | 1,785 | 0.23% | 0.22% | 239 | +542 | 2.08% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 26,556 | 1,782 | 0.03% | 0.04% | 240 | -836 | -3.05% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,514 | 1,779 | 0.0% | 0.0% | 241 | +2,580 | 10.78% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 26,431 | 1,774 | 0.03% | 0.03% | 242 | +52 | 0.2% | Q4 2025 | Feb 09, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 25,372 | 1,703 | 0.45% | 0.44% | 243 | -831 | -3.17% | Q4 2025 | Feb 09, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 25,000 | 1,678 | 0.1% | 0.09% | 244 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 24,962 | 1,675 | 0.05% | 0.05% | 245 | +2,155 | 9.45% | Q4 2025 | Jan 21, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 24,861 | 1,668 | 0.04% | 0.03% | 246 | -75,360 | -75.19% | Q4 2025 | Feb 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 24,561 | 1,648 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 24,285 | 1,630 | 0.02% | 0.02% | 248 | -325 | -1.32% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,192 | 1,624 | 0.03% | 0.03% | 249 | +76 | 0.32% | Q4 2025 | Jan 07, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 24,131 | 1,619 | 0.64% | — | 250 | +24,131 | New | Q4 2025 | Jan 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 24,094 | 1,617 | 0.03% | 0.04% | 251 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | Added to | 23,607 | 1,584 | 0.11% | 0.19% | 252 | +1,254 | 5.61% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 23,306 | 1,564 | 0.02% | 0.01% | 253 | +8,622 | 58.72% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 22,226 | 1,492 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Legacy Advisors, LLC | History | Added to | 22,225 | 1,491 | 0.16% | 0.04% | 255 | +17,818 | 404.31% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 22,010 | 1,477 | 0.03% | — | 256 | +22,010 | New | Q4 2025 | Feb 19, 2026 |
| Topsail Wealth Management, LLC | History | No change | 21,949 | 1,473 | 0.22% | 0.24% | 257 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | Added to | 21,934 | 1,472 | 0.26% | 0.17% | 258 | +7,922 | 56.54% | Q4 2025 | Jan 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 21,906 | 1,470 | 0.43% | — | 259 | +21,906 | New | Q4 2025 | Mar 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 21,850 | 1,466 | 0.01% | 0.01% | 260 | -1,604 | -6.84% | Q4 2025 | Feb 18, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | New | 21,658 | 1,453 | 0.09% | — | 261 | +21,658 | New | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 21,063 | 1,413 | 0.06% | 0.07% | 262 | -1,064 | -4.81% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 21,057 | 1,413 | 0.01% | 0.01% | 263 | -123 | -0.58% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,979 | 1,408 | 0.0% | 0.0% | 264 | -2,500 | -10.65% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,778 | 1,373 | 0.06% | 0.07% | 266 | +230 | 1.18% | Q4 2025 | Feb 03, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 20,465 | 1,373 | 0.1% | 0.09% | 265 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,214 | 1,356 | 0.08% | 0.06% | 267 | +72 | 0.36% | Q4 2025 | Jan 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 20,167 | 1,353 | 0.54% | 0.64% | 268 | -524 | -2.53% | Q4 2025 | Feb 17, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 20,140 | 1,352 | 0.85% | 0.83% | 269 | +288 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Procyon Advisors, LLC | History | Added to | 19,659 | 1,319 | 0.07% | 0.07% | 270 | +2,619 | 15.37% | Q4 2025 | Jan 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 19,300 | 1,295 | 0.0% | — | 271 | +19,300 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,990 | 1,274 | 0.01% | 0.01% | 273 | +167 | 0.89% | Q4 2025 | Jan 20, 2026 |
| SCS Capital Management LLC | History | Added to | 18,983 | 1,274 | 0.01% | 0.01% | 272 | +136 | 0.72% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 18,905 | 1,269 | 0.0% | 0.0% | 274 | -766 | -3.89% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,021 | 1,209 | 0.01% | 0.0% | 275 | +584 | 3.35% | Q4 2025 | Feb 17, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 18,012 | 1,209 | 0.41% | 0.4% | 276 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 18,000 | 1,208 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 17,970 | 1,206 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 17,943 | 1,204 | 0.9% | 0.9% | 279 | +759 | 4.42% | Q4 2025 | Jan 12, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 16,924 | 1,136 | 0.4% | 0.39% | 280 | +465 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 13,571 | 1,127 | 1.11% | — | 281 | +13,571 | New | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 16,439 | 1,103 | 0.0% | 0.0% | 282 | +8,149 | 98.3% | Q4 2025 | Feb 12, 2026 |
| ARS Investment Partners, LLC | History | Added to | 16,396 | 1,100 | 0.06% | 0.06% | 283 | +1,386 | 9.23% | Q4 2025 | Feb 05, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 16,256 | 1,091 | 1.09% | 1.13% | 284 | +55 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 16,206 | 1,087 | 0.29% | 0.16% | 285 | +6,828 | 72.81% | Q4 2025 | Feb 10, 2026 |
| Jordan Park Group LLC | History | No change | 16,000 | 1,074 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| High Probability Advisors, LLC | History | No change | 15,908 | 1,067 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | No change | 15,600 | 1,051 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Advance Capital Management, Inc. | History | Added to | 15,332 | 1,029 | 0.04% | 0.04% | 289 | +17 | 0.11% | Q4 2025 | Jan 06, 2026 |
| Yost Capital Management, LP | History | Reduced | 15,200 | 1,020 | 1.48% | 1.6% | 290 | -5,000 | -24.75% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 15,143 | 1,016 | 0.1% | 0.1% | 291 | +237 | 1.59% | Q4 2025 | Feb 11, 2026 |
| Mirador Capital Partners LP | History | Added to | 15,061 | 1,011 | 0.14% | 0.13% | 292 | +442 | 3.02% | Q4 2025 | Jan 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 15,045 | 1,009 | 0.1% | 0.08% | 293 | +1,190 | 8.59% | Q4 2025 | Feb 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | New | 15,000 | 1,006 | 0.01% | — | 294 | +15,000 | New | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | New | 14,689 | 986 | 0.06% | — | 295 | +14,689 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,511 | 974 | 0.0% | — | 296 | +14,511 | New | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 13,916 | 972 | 0.03% | 0.02% | 297 | +5,355 | 62.55% | Q4 2025 | Jan 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 14,445 | 969 | 0.01% | 0.01% | 298 | +475 | 3.4% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 13,924 | 940 | 0.0% | 0.0% | 299 | +9,645 | 225.4% | Q4 2025 | Feb 17, 2026 |
| Unconventional Investor, LLC | History | No change | 13,940 | 935 | 0.44% | 0.45% | 300 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,916 | 934 | 0.02% | 0.02% | 301 | +626 | 4.71% | Q4 2025 | Feb 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 13,484 | 905 | 0.91% | 0.72% | 302 | +3,145 | 30.42% | Q4 2025 | Jan 14, 2026 |
| NWAM LLC | History | Added to | 13,081 | 899 | 0.05% | 0.04% | 303 | +1,057 | 8.79% | Q4 2025 | Feb 04, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 13,349 | 896 | 0.13% | 0.13% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quadrature Capital Ltd | History | New | 13,224 | 887 | 0.01% | — | 305 | +13,224 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 13,171 | 884 | 0.09% | 0.08% | 306 | +486 | 3.83% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 13,113 | 880 | 0.11% | 0.08% | 307 | +4,237 | 47.74% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,967 | 870 | 0.01% | 0.01% | 308 | -1,677 | -11.45% | Q4 2025 | Jan 23, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 12,832 | 861 | 0.26% | 0.26% | 309 | +124 | 0.98% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,784 | 858 | 0.01% | 0.0% | 310 | +141 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 12,625 | 847 | 0.06% | 0.05% | 311 | +2,477 | 24.41% | Q4 2025 | Jan 16, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 12,594 | 845 | 0.03% | 0.03% | 312 | +196 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Pictet North America Advisors SA | History | No change | 12,450 | 835 | 0.08% | 0.08% | 313 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First City Capital Management, Inc. | History | Added to | 12,405 | 832 | 0.44% | 0.32% | 314 | +3,275 | 35.87% | Q4 2025 | Jan 14, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 12,338 | 828 | 0.09% | 0.09% | 315 | +656 | 5.62% | Q4 2025 | Jan 21, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 12,238 | 821 | 0.66% | 0.63% | 316 | +309 | 2.59% | Q4 2025 | Jan 21, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 12,190 | 818 | 0.43% | — | 317 | +12,190 | New | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,082 | 811 | 0.06% | 0.05% | 318 | +274 | 2.32% | Q4 2025 | Feb 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 12,045 | 808 | 0.73% | 0.85% | 319 | -2,067 | -14.65% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 11,810 | 792 | 0.05% | 0.06% | 320 | +475 | 4.19% | Q4 2025 | Feb 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,646 | 781 | 0.05% | — | 321 | +11,646 | New | Q4 2025 | Feb 17, 2026 |
| ABLE Financial Group, LLC | History | No change | 11,608 | 779 | 0.16% | 0.16% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,466 | 769 | 0.0% | 0.0% | 323 | -180 | -1.55% | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 11,450 | 768 | 0.26% | 0.17% | 324 | +2,725 | 31.23% | Q4 2025 | Jan 13, 2026 |
| Canopy Partners, LLC | History | No change | 11,437 | 767 | 0.25% | 0.25% | 325 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,386 | 764 | 0.01% | 0.01% | 326 | +171 | 1.52% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 11,322 | 760 | 0.02% | 0.02% | 327 | -181 | -1.57% | Q4 2025 | Jan 30, 2026 |
| Aries Wealth Management | History | No change | 11,302 | 758 | 0.17% | 0.17% | 328 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Security National Bank | History | Added to | 11,268 | 756 | 0.11% | 0.09% | 329 | +2,722 | 31.85% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,240 | 754 | 0.02% | 0.04% | 330 | -2,597 | -18.77% | Q4 2025 | Jan 20, 2026 |
| Midwest Trust Co | History | Reduced | 11,192 | 751 | 0.01% | 0.01% | 331 | -23 | -0.21% | Q4 2025 | Feb 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 11,181 | 750 | 0.09% | 0.23% | 332 | -19,382 | -63.42% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 11,149 | 748 | 0.0% | 0.0% | 333 | -62 | -0.55% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 10,999 | 738 | 0.08% | 0.08% | 334 | +50 | 0.46% | Q4 2025 | Feb 18, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 10,935 | 734 | 0.61% | 0.63% | 335 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EVOKE WEALTH, LLC | History | New | 10,607 | 712 | 0.01% | — | 336 | +10,607 | New | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,552 | 706 | 0.02% | 0.01% | 337 | +714 | 7.26% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,338 | 694 | 0.01% | 0.01% | 338 | +5,782 | 126.91% | Q4 2025 | Jan 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 10,269 | 689 | 0.2% | 0.18% | 339 | +1,318 | 14.72% | Q4 2025 | Feb 10, 2026 |
| Elevation Wealth Management LLC | History | New | 10,207 | 685 | 0.66% | — | 340 | +10,207 | New | Q4 2025 | Feb 12, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 10,173 | 682 | 0.55% | — | 341 | +10,173 | New | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,143 | 680 | 0.02% | 0.02% | 342 | +1,308 | 14.8% | Q4 2025 | Jan 12, 2026 |
| Next Capital Management LLC | History | No change | 9,959 | 668 | 0.21% | 0.22% | 343 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Madison Asset Management, LLC | History | New | 9,887 | 663 | 0.01% | — | 344 | +9,887 | New | Q4 2025 | Feb 04, 2026 |
| MAIRS & POWER INC | History | Added to | 9,750 | 654 | 0.01% | 0.01% | 345 | +6,873 | 238.89% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | No change | 9,686 | 650 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 9,666 | 648 | 0.02% | 0.01% | 347 | +5,050 | 109.4% | Q4 2025 | Feb 13, 2026 |
| Williams & Novak, LLC | History | No change | 9,565 | 642 | 0.48% | 0.48% | 348 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,434 | 633 | 0.02% | 0.02% | 349 | +69 | 0.74% | Q4 2025 | Feb 13, 2026 |
| October Effect Ltd | History | Reduced | 9,403 | 631 | 0.7% | 0.7% | 350 | -410 | -4.18% | Q4 2025 | Jan 20, 2026 |
| WBH ADVISORY INC | History | Added to | 9,360 | 628 | 0.05% | 0.05% | 351 | +2 | 0.02% | Q4 2025 | Jan 26, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 9,330 | 626 | 0.01% | — | 352 | +9,330 | New | Q4 2025 | Feb 17, 2026 |
| Weil Company, Inc. | History | New | 9,199 | 617 | 0.14% | — | 353 | +9,199 | New | Q4 2025 | Jan 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 9,115 | 612 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 9,095 | 610 | 0.0% | 0.0% | 355 | +1,638 | 21.97% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 9,072 | 609 | 0.05% | 0.04% | 356 | +821 | 9.95% | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | Added to | 9,022 | 605 | 0.02% | 0.02% | 357 | +139 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 8,978 | 602 | 0.07% | — | 359 | +8,978 | New | Q4 2025 | Feb 03, 2026 |
| Vident Advisory, LLC | History | No change | 8,975 | 602 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cynosure Group, LLC | History | No change | 8,794 | 590 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 8,757 | 587 | 0.25% | 0.26% | 361 | +71 | 0.82% | Q4 2025 | Jan 14, 2026 |
| LongView Wealth Management | History | Added to | 8,404 | 586 | 0.14% | 0.14% | 362 | +417 | 5.22% | Q4 2025 | Jan 13, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 8,646 | 580 | 0.44% | 0.46% | 363 | -81 | -0.93% | Q4 2025 | Jan 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 8,397 | 563 | 0.4% | 0.39% | 364 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,346 | 560 | 0.02% | 0.02% | 365 | +445 | 5.63% | Q4 2025 | Feb 04, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 8,300 | 557 | 0.08% | 0.08% | 366 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 8,198 | 550 | 0.04% | 0.04% | 367 | +128 | 1.59% | Q4 2025 | Jan 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,040 | 539 | 0.01% | 0.01% | 368 | +2,603 | 47.88% | Q4 2025 | Feb 04, 2026 |
| COMMERCE BANK | History | New | 8,013 | 537 | 0.0% | — | 369 | +8,013 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,000 | 537 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,943 | 533 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 7,951 | 533 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Loudon Investment Management, LLC | History | Added to | 7,903 | 530 | 0.28% | 0.26% | 373 | +181 | 2.34% | Q4 2025 | Feb 12, 2026 |
| SlateStone Wealth, LLC | History | Added to | 7,865 | 528 | 0.04% | 0.04% | 374 | +22 | 0.28% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,825 | 525 | 0.01% | 0.01% | 375 | -376 | -4.58% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,808 | 524 | 0.0% | 0.0% | 376 | +63 | 0.81% | Q4 2025 | Jan 28, 2026 |
| Avestar Capital, LLC | History | Reduced | 7,738 | 519 | 0.03% | 0.03% | 377 | -49 | -0.63% | Q4 2025 | Feb 10, 2026 |
| Morangie Management LLC | History | No change | 7,681 | 515 | 0.41% | 0.43% | 378 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Members Trust Co | History | Reduced | 7,616 | 511 | 0.02% | 0.02% | 379 | -34 | -0.44% | Q4 2025 | Jan 15, 2026 |
| Main Management LLC | History | Added to | 7,597 | 510 | 0.04% | 0.03% | 380 | +752 | 10.99% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,592 | 509 | 0.01% | 0.01% | 381 | -7 | -0.09% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 7,531 | 505 | 0.01% | 0.01% | 382 | +78 | 1.05% | Q4 2025 | Jan 23, 2026 |
| Elgethun Capital Management | History | No change | 7,500 | 503 | 0.09% | 0.09% | 383 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | No change | 7,392 | 496 | 0.2% | 0.2% | 384 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,376 | 495 | 0.0% | 0.0% | 385 | -259 | -3.39% | Q4 2025 | Feb 06, 2026 |
| Requisite Capital Management, LLC | History | No change | 7,322 | 491 | 0.09% | 0.08% | 386 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 7,278 | 488 | 0.36% | 0.36% | 387 | +77 | 1.07% | Q4 2025 | Feb 19, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,111 | 477 | 0.02% | 0.01% | 388 | +1,346 | 23.35% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 7,085 | 476 | 0.02% | 0.01% | 389 | +2,246 | 46.41% | Q4 2025 | Feb 12, 2026 |
| High Falls Advisors, Inc | History | Reduced | 7,101 | 476 | 0.1% | 0.1% | 392 | -47 | -0.66% | Q4 2025 | Feb 18, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 7,100 | 476 | 0.07% | 0.06% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 7,100 | 476 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 7,057 | 473 | 0.04% | 0.04% | 393 | +100 | 1.44% | Q4 2025 | Feb 11, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 7,038 | 472 | 0.03% | 0.04% | 394 | -1,933 | -21.55% | Q4 2025 | Feb 03, 2026 |
| WRAPMANAGER INC | History | New | 7,021 | 471 | 0.16% | — | 395 | +7,021 | New | Q4 2025 | Feb 06, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 6,660 | 470 | 0.19% | 0.19% | 397 | -216 | -3.14% | Q4 2025 | Jan 26, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 7,012 | 470 | 0.14% | 0.13% | 396 | +109 | 1.58% | Q4 2025 | Feb 09, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 7,000 | 469 | 0.14% | 0.13% | 398 | +125 | 1.82% | Q4 2025 | Feb 06, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 7,000 | 469 | 0.31% | 0.31% | 399 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,876 | 461 | 0.01% | 0.01% | 400 | +67 | 0.98% | Q4 2025 | Jan 26, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 6,719 | 451 | 0.0% | — | 401 | +6,719 | New | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 6,712 | 450 | 0.12% | 0.13% | 402 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,701 | 449 | 0.01% | 0.01% | 403 | +2,426 | 56.75% | Q4 2025 | Jan 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,631 | 445 | 0.0% | — | 404 | +6,631 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,585 | 442 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 6,578 | 441 | 0.06% | 0.06% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seascape Capital Management | History | No change | 6,569 | 441 | 0.13% | 0.12% | 407 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 6,570 | 441 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,553 | 439 | 0.0% | 0.0% | 409 | +2,718 | 70.87% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 6,537 | 438 | 0.27% | 0.28% | 410 | -179 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Headlands Technologies LLC | History | New | 6,441 | 432 | 0.04% | — | 411 | +6,441 | New | Q4 2025 | Feb 13, 2026 |
| CPC Advisors, LLC | History | New | 6,432 | 431 | 0.04% | — | 412 | +6,432 | New | Q4 2025 | Jan 28, 2026 |
| West Branch Capital LLC | History | Reduced | 6,415 | 430 | 0.11% | 0.11% | 413 | -170 | -2.58% | Q4 2025 | Jan 16, 2026 |
| Operose Advisors LLC | History | Added to | 6,358 | 426 | 0.1% | 0.1% | 414 | +77 | 1.23% | Q4 2025 | Feb 10, 2026 |
| Plan A Wealth LLC | History | New | 6,302 | 423 | 0.21% | — | 415 | +6,302 | New | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Added to | 6,218 | 417 | 0.05% | 0.05% | 416 | +175 | 2.9% | Q4 2025 | Jan 23, 2026 |
| Nordwand Advisors, LLC | History | No change | 6,160 | 413 | 0.07% | 0.06% | 417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 6,100 | 409 | 0.17% | 0.17% | 418 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 6,059 | 406 | 0.03% | 0.03% | 419 | +1,011 | 20.03% | Q4 2025 | Jan 07, 2026 |
| GenTrust, LLC | History | No change | 6,000 | 402 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,952 | 399 | 0.02% | 0.01% | 421 | +1,919 | 47.58% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 5,935 | 398 | 0.01% | 0.01% | 422 | -3 | -0.05% | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,905 | 396 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 5,753 | 386 | 0.07% | 0.06% | 424 | +1,293 | 28.99% | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,750 | 385 | 0.13% | 0.14% | 425 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 5,724 | 384 | 0.0% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Well Done, LLC | History | Reduced | 5,712 | 383 | 0.06% | 0.06% | 427 | -4 | -0.07% | Q4 2025 | Jan 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,670 | 380 | 0.07% | 0.07% | 428 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 5,660 | 379 | 0.08% | — | 429 | +5,660 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,533 | 371 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,483 | 368 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 5,350 | 359 | 0.29% | — | 432 | +5,350 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,263 | 353 | 0.01% | 0.01% | 433 | -135 | -2.5% | Q4 2025 | Feb 06, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 5,269 | 353 | 0.26% | 0.27% | 434 | +56 | 1.07% | Q4 2025 | Jan 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,217 | 350 | 0.01% | — | 435 | +5,217 | New | Q4 2025 | Feb 13, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,200 | 349 | 0.4% | — | 436 | +5,200 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,185 | 348 | 0.02% | 0.01% | 437 | +2,086 | 67.31% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 5,168 | 346 | 0.02% | 0.01% | 438 | +1,063 | 25.9% | Q4 2025 | Jan 27, 2026 |
| Opal Wealth Advisors, LLC | History | New | 5,128 | 344 | 0.09% | — | 439 | +5,128 | New | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,120 | 343 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| M&T BANK CORP | History | No change | 5,050 | 339 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,041 | 338 | 0.02% | 0.02% | 442 | +198 | 4.09% | Q4 2025 | Jan 15, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 4,970 | 333 | 0.01% | 0.01% | 443 | -399 | -7.43% | Q4 2025 | Jan 14, 2026 |
| Claro Advisors Inc. | History | Added to | 4,968 | 333 | 0.05% | 0.05% | 444 | +10 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,860 | 326 | 0.1% | 0.1% | 445 | -34 | -0.69% | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 4,845 | 325 | 0.03% | 0.03% | 446 | -375 | -7.18% | Q4 2025 | Feb 06, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,829 | 324 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,810 | 322 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 4,793 | 321 | 0.02% | 0.02% | 449 | -61 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,744 | 318 | 0.07% | 0.07% | 450 | +71 | 1.52% | Q4 2025 | Feb 11, 2026 |
| TPG Advisors LLC | History | No change | 4,630 | 310 | 0.19% | 0.2% | 451 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 4,600 | 308 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,556 | 305 | 0.0% | 0.01% | 454 | -5,957 | -56.66% | Q4 2025 | Feb 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 4,550 | 305 | 0.07% | 0.05% | 453 | +1,215 | 36.43% | Q4 2025 | Feb 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 4,536 | 304 | 0.08% | — | 455 | +4,536 | New | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,488 | 301 | 0.07% | 0.07% | 456 | -77 | -1.69% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,442 | 298 | 0.01% | 0.01% | 457 | +667 | 17.67% | Q4 2025 | Feb 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,415 | 296 | 0.01% | 0.02% | 460 | +98 | 2.27% | Q4 2025 | Jan 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4,418 | 296 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kaizen Financial Strategies | History | No change | 4,420 | 296 | 0.13% | 0.13% | 459 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JT Stratford LLC | History | Added to | 4,397 | 295 | 0.04% | 0.03% | 462 | +686 | 18.49% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,400 | 295 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 4,384 | 294 | 0.01% | — | 463 | +4,384 | New | Q4 2025 | Feb 06, 2026 |
| Financially in Tune, LLC | History | New | 4,358 | 292 | 0.27% | — | 464 | +4,358 | New | Q4 2025 | Feb 27, 2026 |
| Larson Financial Group LLC | History | Added to | 4,343 | 291 | 0.01% | 0.01% | 466 | +74 | 1.73% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,348 | 291 | 0.02% | 0.02% | 465 | +12 | 0.28% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 4,323 | 290 | 0.01% | — | 467 | +4,323 | New | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 4,263 | 286 | 0.03% | 0.03% | 468 | +66 | 1.57% | Q4 2025 | Feb 06, 2026 |
| Kelsey Financial, LLC | History | New | 4,183 | 280 | 0.24% | — | 469 | +4,183 | New | Q4 2025 | Jan 23, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 3,930 | 274 | 0.07% | 0.06% | 470 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 4,032 | 270 | 0.01% | 0.01% | 471 | -763 | -15.91% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 3,965 | 266 | 0.0% | — | 472 | +3,965 | New | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,747 | 264 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 3,920 | 263 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,821 | 256 | 0.01% | 0.01% | 475 | +274 | 7.72% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Management, LLC | History | Added to | 3,801 | 255 | 0.14% | 0.14% | 476 | +165 | 4.54% | Q4 2025 | Jan 12, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,773 | 253 | 0.18% | 0.18% | 477 | +58 | 1.56% | Q4 2025 | Feb 10, 2026 |
| J.Safra Asset Management Corp | History | New | 3,735 | 250 | 0.01% | — | 478 | +3,735 | New | Q4 2025 | Feb 11, 2026 |
| Bensler, LLC | History | Reduced | 3,730 | 250 | 0.03% | 0.03% | 479 | -1,004 | -21.21% | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,706 | 248 | 0.02% | 0.02% | 480 | -1,294 | -25.88% | Q4 2025 | Jan 13, 2026 |
| First Financial Bank - Trust Division | History | No change | 3,654 | 245 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Councilmark Asset Management, LLC | History | No change | 3,650 | 245 | 0.14% | 0.14% | 482 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,600 | 241 | 0.01% | — | 484 | +3,600 | New | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | No change | 3,596 | 241 | 0.09% | 0.1% | 483 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,552 | 238 | 0.04% | — | 485 | +3,552 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 3,533 | 237 | 0.07% | 0.07% | 486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,500 | 235 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VISTA FINANCE, LLC | History | New | 3,500 | 234 | 0.15% | — | 488 | +3,500 | New | Q4 2025 | Jan 27, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 3,447 | 231 | 0.15% | 0.23% | 489 | -3,154 | -47.78% | Q4 2025 | Feb 09, 2026 |
| Fogel Capital Management, Inc. | History | Reduced | 3,430 | 230 | 0.11% | 0.11% | 490 | -105 | -2.97% | Q4 2025 | Feb 02, 2026 |
| Berman McAleer LLC | History | No change | 3,410 | 228 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,355 | 225 | 0.0% | 0.0% | 492 | -196 | -5.52% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,351 | 224 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 3,310 | 222 | 0.01% | — | 494 | +3,310 | New | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,306 | 221 | 0.0% | — | 495 | +3,306 | New | Q4 2025 | Feb 18, 2026 |
| Breakwater Capital Group | History | Reduced | 3,306 | 221 | 0.03% | 0.04% | 496 | -394 | -10.65% | Q4 2025 | Jan 09, 2026 |
| WealthShield Partners, LLC | History | No change | 3,255 | 218 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 3,207 | 215 | 0.06% | — | 498 | +3,207 | New | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,200 | 214 | 0.0% | 0.0% | 499 | -8,162 | -71.84% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,195 | 214 | 0.0% | — | 501 | +3,195 | New | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,199 | 214 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | New | 2,953 | 211 | 0.0% | — | 502 | +2,953 | New | Q4 2025 | Jan 29, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 3,084 | 207 | 0.02% | — | 503 | +3,084 | New | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 3,041 | 204 | 0.05% | — | 505 | +3,041 | New | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 3,040 | 204 | 0.02% | — | 504 | +3,040 | New | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 3,025 | 203 | 0.0% | 0.0% | 506 | +1,381 | 84.0% | Q4 2025 | Jan 29, 2026 |
| South Shore Capital Advisors | History | New | 3,017 | 202 | 0.15% | — | 507 | +3,017 | New | Q4 2025 | Jan 21, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 3,012 | 202 | 0.14% | — | 508 | +3,012 | New | Q4 2025 | Feb 04, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 3,000 | 201 | 0.02% | — | 509 | +3,000 | New | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,740 | 183 | 0.0% | 0.01% | 510 | +95 | 3.59% | Q4 2025 | Feb 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,698 | 181 | 0.05% | 0.05% | 511 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | No change | 2,605 | 174 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALLIANZ SE | History | No change | 2,477 | 166 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 2,182 | 156 | 0.02% | 0.03% | 514 | -363 | -14.26% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,264 | 153 | 0.05% | 0.05% | 515 | +17 | 0.76% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,070 | 138 | 0.01% | 0.01% | 517 | +207 | 11.11% | Q4 2025 | Jan 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,063 | 138 | 0.0% | 0.0% | 516 | +16 | 0.78% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 1,962 | 131 | 0.0% | — | 518 | +1,962 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,904 | 127 | 0.0% | 0.0% | 519 | +143 | 8.12% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 1,876 | 125 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,861 | 124 | 0.01% | 0.0% | 521 | +1,546 | 490.79% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,861 | 124 | 0.0% | 0.0% | 522 | +2 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | Added to | 1,803 | 121 | 0.02% | 0.02% | 523 | +28 | 1.58% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 1,537 | 103 | 0.06% | — | 524 | +1,537 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,432 | 96 | 0.0% | 0.01% | 525 | -852 | -37.3% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,397 | 93 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,400 | 93 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,380 | 92 | 0.01% | — | 528 | +1,380 | New | Q4 2025 | Feb 17, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,292 | 86 | 0.02% | — | 529 | +1,292 | New | Q4 2025 | Feb 13, 2026 |
| Single Point Partners, LLC | History | New | 10,825 | 83 | 0.02% | — | 531 | +10,825 | New | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,250 | 83 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Added to | 1,236 | 82 | 0.0% | 0.0% | 532 | +1,021 | 474.88% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,172 | 79 | 0.0% | 0.0% | 533 | +129 | 12.37% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,185 | 79 | 0.01% | 0.01% | 534 | +18 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | No change | 1,155 | 77 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 1,000 | 67 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 950 | 64 | 0.0% | 0.0% | 537 | +15 | 1.6% | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | No change | 935 | 62 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 10Elms LLP | History | No change | 933 | 62 | 0.06% | 0.05% | 539 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 859 | 57 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | Added to | 800 | 53 | 0.01% | 0.01% | 541 | +350 | 77.78% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | New | 762 | 51 | 0.0% | — | 542 | +762 | New | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 713 | 47 | 0.0% | — | 544 | +713 | New | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 697 | 47 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Advocates LLC | History | Added to | 697 | 46 | 0.01% | 0.01% | 545 | +337 | 93.61% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 581 | 39 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 536 | 35 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 530 | 35 | 0.03% | 0.03% | 548 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossmore Private Capital | History | No change | 500 | 33 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 499 | 33 | 0.02% | 0.02% | 550 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Caitlin John, LLC | History | No change | 500 | 33 | 0.02% | 0.02% | 551 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Grove Bank & Trust | History | No change | 485 | 32 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Added to | 463 | 31 | 0.0% | 0.0% | 554 | +108 | 30.42% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 465 | 31 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 439 | 29 | 0.0% | — | 555 | +439 | New | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | New | 420 | 28 | 0.0% | — | 556 | +420 | New | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 386 | 25 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 350 | 23 | 0.0% | 0.0% | 558 | +118 | 50.86% | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | New | 340 | 22 | 0.0% | — | 559 | +340 | New | Q4 2025 | Jan 30, 2026 |
| MOTCO | History | Reduced | 310 | 20 | 0.0% | 0.0% | 560 | -71 | -18.64% | Q4 2025 | Feb 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 286 | 19 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 258 | 17 | 0.01% | — | 562 | +258 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 246 | 16 | 0.0% | — | 563 | +246 | New | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 250 | 16 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | New | 226 | 15 | 0.0% | — | 566 | +226 | New | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | New | 225 | 15 | 0.0% | — | 565 | +225 | New | Q4 2025 | Feb 10, 2026 |
| Centennial Bank/AR/ | History | Added to | 209 | 14 | 0.01% | 0.0% | 567 | +19 | 10.0% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 197 | 13 | 0.01% | — | 569 | +197 | New | Q4 2025 | Feb 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 194 | 13 | 0.0% | 0.0% | 568 | +116 | 148.72% | Q4 2025 | Jan 28, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 182 | 12 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Financial Management LLC | History | New | 157 | 10 | 0.01% | — | 574 | +157 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 157 | 10 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | No change | 156 | 10 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 150 | 10 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 144 | 9 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 145 | 9 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Biltmore Family Office, LLC | History | New | 130 | 8 | 0.0% | — | 578 | +130 | New | Q4 2025 | Feb 04, 2026 |
| Front Row Advisors LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EPG Wealth Management LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 90 | 6 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CKW FINANCIAL GROUP | History | No change | 90 | 6 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 94 | 6 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 77 | 5 | 0.0% | 0.0% | 584 | +1 | 1.32% | Q4 2025 | Feb 20, 2026 |
| Asset Dedication, LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 72 | 4 | 0.0% | 0.0% | 587 | -391 | -84.45% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 73 | 4 | 0.0% | — | 586 | +73 | New | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | No change | 61 | 4 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 50 | 3 | 0.0% | — | 591 | +50 | New | Q4 2025 | Feb 09, 2026 |
| Motiv8 Investments LLC | History | New | 44 | 3 | 0.0% | — | 590 | +44 | New | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | New | 42 | 3 | 0.0% | — | 588 | +42 | New | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | No change | 53 | 3 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 32 | 2 | 0.0% | — | 594 | +32 | New | Q4 2025 | Mar 04, 2026 |
| BFSG, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 595 | -66 | -81.48% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | New | 25 | 1 | 0.0% | — | 600 | +25 | New | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 596 | -20 | -46.51% | Q4 2025 | Jan 14, 2026 |
| Fortis Group Advisors, LLC | History | New | 20 | 1 | 0.0% | — | 598 | +20 | New | Q4 2025 | Feb 06, 2026 |
| Pflug Koory, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.02% | — | -183,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -55,395 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.12% | — | -32,453 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,190 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -17,765 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,988 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,739 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,073 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,761 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ISTHMUS PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,937 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Invera Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,333 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.26% | — | -4,189 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -3,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,148 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.21% | — | -3,030 | -100.0% | Q3 2025 | Oct 20, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -558 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cape Investment Advisory, Inc. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |