iSHARES TRUST - AOK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 646,961 | 25,962 | 0.01% | 0.01% | 1 | +149,651 | 30.09% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 398,245 | 15,981 | 0.0% | 0.0% | 2 | +357,045 | 866.61% | Q4 2025 | Feb 18, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 388,741 | 15,599 | 3.75% | — | 3 | +388,741 | New | Q4 2025 | Feb 27, 2026 |
| BlackRock, Inc. | History | Reduced | 318,824 | 12,794 | 0.0% | 0.0% | 4 | -545 | -0.17% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 241,151 | 9,677 | 0.0% | 0.0% | 5 | +43,671 | 22.11% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 197,767 | 7,936 | 0.01% | 0.0% | 6 | +95,444 | 93.28% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 182,719 | 7,332 | 0.0% | 0.0% | 7 | +35,376 | 24.01% | Q4 2025 | Feb 17, 2026 |
| Curran Financial Partners, LLC | History | Added to | 174,567 | 7,005 | 1.33% | 1.23% | 8 | +19,955 | 12.91% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 157,700 | 6,328 | 0.0% | 0.0% | 9 | +55,809 | 54.77% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 156,719 | 6,293 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Weaver Consulting Group | History | Added to | 146,430 | 5,876 | 1.44% | 1.47% | 11 | +2,137 | 1.48% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 144,388 | 5,794 | 1.49% | 1.56% | 12 | +1,962 | 1.38% | Q4 2025 | Jan 23, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 135,812 | 5,450 | 0.04% | 0.01% | 13 | +93,636 | 222.01% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 98,096 | 3,936 | 0.0% | 0.0% | 14 | +90,476 | 1187.35% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 95,395 | 3,828 | 0.0% | 0.0% | 15 | +55,426 | 138.67% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 92,818 | 3,725 | 0.01% | 0.01% | 16 | +6,227 | 7.19% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 76,339 | 3,063 | 0.04% | 0.05% | 17 | -3,892 | -4.85% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,264 | 3,020 | 0.01% | 0.01% | 18 | +13,804 | 22.46% | Q4 2025 | Feb 17, 2026 |
| Forefront Analytics, LLC | History | New | 58,682 | 2,354 | 2.08% | — | 19 | +58,682 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,293 | 2,339 | 0.0% | 0.0% | 20 | +17,518 | 42.96% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 54,879 | 2,202 | 0.47% | 0.48% | 21 | -445 | -0.8% | Q4 2025 | Jan 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 51,945 | 2,084 | 0.08% | 0.08% | 22 | +1,034 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 48,378 | 1,941 | 0.09% | 0.19% | 23 | -50,861 | -51.25% | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | New | 43,650 | 1,751 | 0.4% | — | 24 | +43,650 | New | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 41,371 | 1,660 | 1.31% | — | 25 | +41,371 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,410 | 1,621 | 0.0% | 0.0% | 26 | +29,729 | 278.34% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 39,651 | 1,591 | 0.0% | 0.0% | 27 | +5,622 | 16.52% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 39,623 | 1,590 | 0.15% | 0.41% | 28 | -7,419 | -15.77% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,336 | 1,578 | 0.0% | — | 29 | +39,336 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 38,921 | 1,566 | 0.0% | 0.0% | 30 | -2,870 | -6.87% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,592 | 1,548 | 0.0% | 0.0% | 31 | +3,085 | 8.69% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,290 | 1,496 | 0.0% | 0.0% | 32 | +2,634 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 36,295 | 1,456 | 0.54% | 0.57% | 33 | -800 | -2.16% | Q4 2025 | Jan 26, 2026 |
| Waterloo Capital, L.P. | History | Added to | 36,058 | 1,447 | 0.1% | 0.04% | 34 | +22,065 | 157.69% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,003 | 1,404 | 0.0% | 0.0% | 35 | +234 | 0.67% | Q4 2025 | Mar 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 35,154 | 1,381 | 0.03% | 0.03% | 36 | -46 | -0.13% | Q4 2025 | Feb 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 33,918 | 1,361 | 0.1% | 0.09% | 37 | +585 | 1.76% | Q4 2025 | Jan 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 32,705 | 1,312 | 0.14% | 0.14% | 38 | +397 | 1.23% | Q4 2025 | Feb 18, 2026 |
| RCW Management, LLC | History | New | 31,989 | 1,283 | 1.3% | — | 39 | +31,989 | New | Q4 2025 | Jan 30, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 31,382 | 1,259 | 0.14% | 0.16% | 40 | -2,481 | -7.33% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 30,769 | 1,234 | 0.01% | 0.01% | 41 | +4,650 | 17.8% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,312 | 1,216 | 0.02% | 0.03% | 42 | +274 | 0.91% | Q4 2025 | Feb 09, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 29,455 | 1,182 | 0.87% | 0.87% | 43 | -161 | -0.54% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 28,707 | 1,152 | 0.0% | 0.0% | 44 | +93 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 28,369 | 1,138 | 0.2% | 0.12% | 45 | +12,948 | 83.96% | Q4 2025 | Jan 07, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 26,870 | 1,078 | 0.24% | 0.33% | 46 | -4,820 | -15.21% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,804 | 1,075 | 0.01% | 0.0% | 47 | +5,809 | 27.67% | Q4 2025 | Feb 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 26,059 | 1,045 | 0.43% | 0.16% | 48 | +16,105 | 161.79% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | New | 25,929 | 1,041 | 0.0% | — | 49 | +25,929 | New | Q4 2025 | Feb 11, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 23,436 | 940 | 0.66% | — | 50 | +23,436 | New | Q4 2025 | Jan 27, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 23,232 | 932 | 0.14% | — | 51 | +23,232 | New | Q4 2025 | Feb 13, 2026 |
| WIN ADVISORS, INC | History | New | 22,281 | 894 | 0.38% | — | 52 | +22,281 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,929 | 799 | 0.01% | 0.01% | 53 | +2,602 | 15.02% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,639 | 788 | 0.01% | 0.0% | 54 | +3,074 | 18.56% | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 18,499 | 742 | 0.28% | 0.27% | 55 | +142 | 0.77% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 18,275 | 733 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RDA Financial Network | History | Reduced | 18,194 | 730 | 0.18% | 0.19% | 57 | -1,474 | -7.49% | Q4 2025 | Jan 06, 2026 |
| Legacy Wealth Partners, LLC | History | New | 17,900 | 718 | 0.19% | — | 58 | +17,900 | New | Q4 2025 | Feb 17, 2026 |
| Janney Capital Management LLC | History | New | 17,865 | 717 | 0.05% | — | 59 | +17,865 | New | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Reduced | 17,882 | 717 | 0.02% | 0.02% | 60 | -104 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 17,349 | 696 | 0.01% | 0.01% | 61 | -5,200 | -23.06% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,352 | 620 | 0.04% | 0.03% | 62 | +3,746 | 32.28% | Q4 2025 | Jan 15, 2026 |
| Wealth Forward, LLC | History | Reduced | 15,409 | 618 | 0.35% | 0.39% | 63 | -1,377 | -8.2% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,975 | 600 | 0.04% | 0.04% | 64 | +448 | 3.08% | Q4 2025 | Feb 06, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 14,493 | 581 | 0.03% | 0.02% | 65 | +2,386 | 19.71% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | No change | 12,659 | 508 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 12,272 | 492 | 0.07% | 0.07% | 67 | -65 | -0.53% | Q4 2025 | Jan 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,113 | 486 | 0.02% | 0.03% | 68 | -1,193 | -8.97% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,580 | 464 | 0.03% | 0.02% | 69 | +4,385 | 60.95% | Q4 2025 | Feb 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 11,467 | 460 | 0.29% | 0.28% | 70 | +819 | 7.69% | Q4 2025 | Mar 04, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 11,055 | 443 | 0.28% | 0.41% | 71 | -481 | -4.17% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,989 | 440 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | New | 9,495 | 381 | 0.03% | — | 73 | +9,495 | New | Q4 2025 | Jan 27, 2026 |
| Insight Wealth Partners, LLC | History | No change | 9,401 | 377 | 0.05% | 0.11% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Added to | 9,191 | 372 | 0.05% | 0.04% | 75 | +660 | 7.74% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,926 | 363 | 0.01% | 0.01% | 76 | +1,579 | 21.49% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,966 | 359 | 0.0% | 0.0% | 77 | -764 | -7.85% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | New | 8,904 | 357 | 0.0% | — | 78 | +8,904 | New | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,706 | 349 | 0.01% | 0.01% | 79 | +695 | 8.68% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,652 | 347 | 0.0% | 0.0% | 80 | +6,297 | 267.39% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,544 | 342 | 0.01% | — | 82 | +8,544 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 8,544 | 342 | 0.11% | 0.11% | 81 | -145 | -1.67% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,367 | 335 | 0.0% | 0.0% | 83 | -2,476 | -22.84% | Q4 2025 | Jan 26, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 8,287 | 332 | 0.04% | 0.04% | 84 | -912 | -9.91% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,207 | 329 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | No change | 8,060 | 323 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | New | 8,020 | 321 | 0.11% | — | 87 | +8,020 | New | Q4 2025 | Jan 12, 2026 |
| Transcendent Capital Group LLC | History | Added to | 7,772 | 311 | 0.14% | 0.14% | 88 | +59 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 7,394 | 301 | 0.13% | 0.2% | 89 | -3,131 | -29.75% | Q4 2025 | Feb 09, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 7,260 | 295 | 0.02% | 0.02% | 90 | +17 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 7,112 | 285 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 7,006 | 281 | 0.1% | 0.11% | 92 | -97 | -1.37% | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,986 | 280 | 0.08% | 0.08% | 93 | -2 | -0.03% | Q4 2025 | Jan 16, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 6,872 | 275 | 0.15% | 0.27% | 94 | -5,140 | -42.79% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,776 | 274 | 0.0% | 0.0% | 95 | +1,085 | 19.07% | Q4 2025 | Jan 08, 2026 |
| Well Done, LLC | History | No change | 6,748 | 270 | 0.04% | 0.05% | 96 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,641 | 266 | 0.06% | 0.06% | 97 | -68 | -1.01% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,466 | 259 | 0.0% | 0.01% | 98 | -7,428 | -53.46% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 6,061 | 243 | 0.0% | 0.0% | 99 | +619 | 11.37% | Q4 2025 | Feb 17, 2026 |
| Divergent Planning, LLC | History | New | 6,001 | 241 | 0.06% | — | 100 | +6,001 | New | Q4 2025 | Jan 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 6,000 | 240 | 0.04% | — | 101 | +6,000 | New | Q4 2025 | Feb 18, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 5,981 | 240 | 0.08% | 0.08% | 102 | -131 | -2.14% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,699 | 228 | 0.0% | — | 103 | +5,699 | New | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,661 | 227 | 0.0% | 0.0% | 104 | -146 | -2.51% | Q4 2025 | Feb 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 5,258 | 211 | 0.06% | 0.07% | 105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,257 | 210 | 0.0% | 0.0% | 106 | -2,774 | -34.54% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,224 | 209 | 0.0% | — | 107 | +5,224 | New | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | No change | 5,084 | 204 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,024 | 201 | 0.0% | 0.0% | 109 | +13 | 0.26% | Q4 2025 | Feb 02, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 5,014 | 201 | 0.05% | 0.05% | 110 | -5 | -0.1% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,630 | 185 | 0.0% | 0.01% | 111 | -199 | -4.12% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,487 | 180 | 0.0% | 0.0% | 112 | -36,338 | -89.01% | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,318 | 173 | 0.09% | 0.09% | 113 | -540 | -11.12% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 4,151 | 166 | 0.0% | 0.0% | 114 | +3,428 | 474.14% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,004 | 160 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 3,931 | 157 | 0.04% | — | 116 | +3,931 | New | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,781 | 152 | 0.0% | 0.0% | 117 | +1,607 | 73.92% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 3,666 | 147 | 0.0% | 0.0% | 118 | -5,921 | -61.76% | Q4 2025 | Jan 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3,304 | 132 | 0.03% | 0.03% | 119 | +123 | 3.87% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,270 | 131 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 3,142 | 126 | 0.0% | — | 121 | +3,142 | New | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 3,000 | 120 | 0.01% | 0.01% | 122 | -384 | -11.35% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,765 | 110 | 0.0% | 0.0% | 123 | +1,760 | 175.12% | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | No change | 2,635 | 105 | 0.03% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,426 | 97 | 0.0% | — | 125 | +2,426 | New | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 2,250 | 90 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 1,873 | 75 | 0.0% | 0.0% | 127 | +26 | 1.41% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,777 | 71 | 0.06% | — | 128 | +1,777 | New | Q4 2025 | Feb 10, 2026 |
| United Community Bank | History | No change | 1,425 | 57 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 1,402 | 56 | 0.0% | — | 130 | +1,402 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,233 | 49 | 0.01% | 0.01% | 131 | +17 | 1.4% | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 1,195 | 47 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,105 | 45 | 0.01% | 0.01% | 133 | -116 | -9.5% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,087 | 43 | 0.0% | 0.0% | 134 | +425 | 64.2% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 973 | 39 | 0.0% | 0.0% | 135 | +236 | 32.02% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 863 | 34 | 0.0% | 0.0% | 136 | +49 | 6.02% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 830 | 33 | 0.0% | 0.0% | 137 | +6 | 0.73% | Q4 2025 | Jan 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 803 | 32 | 0.0% | 0.0% | 138 | -410 | -33.8% | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 797 | 31 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 753 | 30 | 0.0% | — | 140 | +753 | New | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 729 | 29 | 0.0% | 0.0% | 141 | +154 | 26.78% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 657 | 26 | 0.0% | 0.01% | 142 | -1,986 | -75.14% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 648 | 25 | 0.0% | 0.0% | 143 | +13 | 2.05% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 601 | 24 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 617 | 24 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 578 | 23 | 0.0% | 0.0% | 146 | +39 | 7.24% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 577 | 23 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | No change | 551 | 22 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | No change | 503 | 20 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 477 | 19 | 0.0% | — | 151 | +477 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 475 | 19 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 459 | 18 | 0.0% | 0.0% | 152 | +6 | 1.32% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 444 | 17 | 0.01% | 0.01% | 153 | +6 | 1.37% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 358 | 14 | 0.0% | 0.0% | 154 | -11 | -2.98% | Q4 2025 | Feb 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 328 | 13 | 0.0% | — | 156 | +328 | New | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 347 | 13 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 12 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 183 | 7 | 0.0% | 0.0% | 158 | -13 | -6.63% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NVWM, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horizons Wealth Management | History | Added to | 156 | 6 | 0.0% | 0.0% | 161 | +4 | 2.63% | Q4 2025 | Jan 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 63 | 2 | 0.0% | — | 162 | +63 | New | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 30 | 1 | 0.0% | — | 163 | +30 | New | Q4 2025 | Feb 10, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.51% | — | -51,559 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,230 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,848 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,499 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,333 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -774 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lloyd Advisory Services, LLC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 06, 2026 |
| WestEnd Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Clearstead Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |