iSHARES TRUST - ARTY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,610,430 | 125,770 | 0.01% | 0.01% | 1 | +234,478 | 9.87% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,094,259 | 100,901 | 0.06% | 0.04% | 2 | +888,045 | 73.62% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,345,005 | 64,802 | 0.0% | 0.0% | 3 | +189,081 | 16.36% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,112,697 | 53,609 | 0.01% | 0.01% | 4 | +131,297 | 13.38% | Q4 2025 | Feb 11, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,055,190 | 50,839 | 1.56% | 1.57% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,019,810 | 49,126 | 0.01% | 0.01% | 6 | -304,524 | -22.99% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 954,682 | 45,997 | 1.75% | 1.98% | 7 | -34,360 | -3.47% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 631,409 | 30,421 | 0.06% | 0.0% | 8 | +590,228 | 1433.25% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 362,580 | 17,469 | 0.03% | 0.02% | 9 | +66,258 | 22.36% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 338,665 | 16,316 | 0.01% | 0.01% | 10 | +113,732 | 50.56% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 338,041 | 16,286 | 0.0% | 0.0% | 11 | +4,619 | 1.39% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 336,824 | 16,228 | 0.01% | 0.0% | 12 | +102,862 | 43.97% | Q4 2025 | Feb 18, 2026 |
| BROWN ADVISORY INC | History | New | 304,299 | 14,661 | 0.02% | — | 13 | +304,299 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 255,108 | 12,291 | 0.01% | 0.01% | 14 | +58,451 | 29.72% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 224,766 | 10,829 | 0.12% | 0.11% | 15 | +22,494 | 11.12% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 196,873 | 9,485 | 0.02% | 0.01% | 16 | +55,101 | 38.87% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 176,660 | 8,511 | 0.0% | — | 17 | +176,660 | New | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 169,312 | 8,157 | 0.47% | 0.42% | 18 | +14,612 | 9.45% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 167,749 | 8,073 | 0.05% | 0.1% | 19 | -152,848 | -47.68% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 152,218 | 7,333 | 0.01% | 0.0% | 20 | +117,620 | 339.96% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 144,591 | 6,966 | 0.01% | 0.01% | 21 | +28,595 | 24.65% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 143,600 | 6,918 | 0.1% | 0.0% | 22 | +136,838 | 2023.63% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 130,110 | 6,268 | 0.11% | 0.09% | 23 | +26,170 | 25.18% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 127,966 | 6,165 | 2.54% | 2.18% | 24 | +14,838 | 13.12% | Q4 2025 | Jan 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 105,920 | 5,103 | 0.1% | 0.1% | 25 | -188 | -0.18% | Q4 2025 | Jan 14, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 102,665 | 4,946 | 1.79% | — | 26 | +102,665 | New | Q4 2025 | Mar 26, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 91,998 | 4,432 | 2.27% | 2.19% | 27 | -4,434 | -4.6% | Q4 2025 | Jan 13, 2026 |
| LRI Investments, LLC | History | Added to | 89,594 | 4,316 | 0.35% | 0.33% | 28 | +1,083 | 1.22% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 88,486 | 4,263 | 0.0% | 0.0% | 29 | +5,081 | 6.09% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,002 | 4,191 | 0.01% | 0.01% | 30 | -9,119 | -9.49% | Q4 2025 | Feb 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 84,743 | 4,082 | 1.64% | 0.32% | 31 | +68,245 | 413.66% | Q4 2025 | Jan 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 79,922 | 3,850 | 1.5% | 1.45% | 32 | +5,253 | 7.04% | Q4 2025 | Jan 28, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 79,630 | 3,836 | 1.79% | 1.85% | 33 | -2,042 | -2.5% | Q4 2025 | Jan 30, 2026 |
| Brookstone Capital Management | History | Added to | 76,679 | 3,694 | 0.04% | 0.02% | 34 | +34,031 | 79.8% | Q4 2025 | Jan 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 64,238 | 3,094 | 0.66% | — | 35 | +64,238 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,545 | 3,013 | 0.01% | 0.01% | 36 | -8,424 | -11.87% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,073 | 2,894 | 0.0% | 0.0% | 37 | +48,513 | 419.66% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 57,814 | 2,785 | 0.0% | 0.0% | 38 | +7,578 | 15.08% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 56,514 | 2,723 | 0.01% | 0.0% | 39 | +21,909 | 63.31% | Q4 2025 | Jan 26, 2026 |
| Wealth Management Partners, LLC | History | Added to | 51,886 | 2,499 | 0.71% | 0.69% | 40 | +4,156 | 8.71% | Q4 2025 | Jan 12, 2026 |
| CITIGROUP INC | History | Reduced | 51,675 | 2,489 | 0.0% | 0.0% | 41 | -2,717 | -5.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 49,853 | 2,402 | 0.05% | 0.05% | 42 | -224 | -0.45% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 46,284 | 2,229 | 0.01% | 0.01% | 43 | +2,397 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | No change | 45,600 | 2,197 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 45,189 | 2,177 | 0.0% | 0.0% | 45 | -129 | -0.28% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Added to | 45,088 | 2,172 | 0.23% | 0.22% | 46 | +1,018 | 2.31% | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Added to | 41,871 | 2,037 | 0.52% | 0.49% | 47 | +1,169 | 2.87% | Q4 2025 | Feb 11, 2026 |
| Ardent Capital Management, Inc. | History | Added to | 42,062 | 2,026 | 0.8% | 0.74% | 48 | +3,840 | 10.05% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41,139 | 1,982 | 0.0% | 0.0% | 49 | -3,620 | -8.09% | Q4 2025 | Mar 16, 2026 |
| Opus Capital Group, LLC | History | New | 38,028 | 1,832 | 0.2% | — | 50 | +38,028 | New | Q4 2025 | Jan 30, 2026 |
| Moran Wealth Management, LLC | History | Added to | 37,326 | 1,798 | 0.06% | 0.04% | 51 | +10,274 | 37.98% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,254 | 1,794 | 0.01% | 0.04% | 52 | -121,708 | -76.56% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,480 | 1,709 | 0.0% | 0.0% | 53 | +2,165 | 6.5% | Q4 2025 | Feb 18, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 33,829 | 1,629 | 1.29% | 1.18% | 54 | +1,470 | 4.54% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,217 | 1,589 | 0.0% | 0.01% | 55 | -50,680 | -61.88% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,621 | 1,572 | 0.0% | 0.0% | 56 | -10,110 | -23.66% | Q4 2025 | Feb 11, 2026 |
| Stonebrook Private Inc. | History | New | 32,527 | 1,567 | 0.33% | — | 57 | +32,527 | New | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 32,540 | 1,567 | 0.17% | 0.14% | 58 | +6,844 | 26.63% | Q4 2025 | Feb 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 32,507 | 1,566 | 1.05% | 0.9% | 59 | +2,825 | 9.52% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 31,895 | 1,536 | 0.03% | 0.05% | 60 | -12,422 | -28.03% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 31,397 | 1,512 | 0.01% | 0.01% | 61 | +1,310 | 4.35% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 30,908 | 1,489 | 0.15% | 0.14% | 62 | +2,013 | 6.97% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 30,823 | 1,485 | 0.01% | 0.01% | 63 | -8,667 | -21.95% | Q4 2025 | Jan 26, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 30,735 | 1,480 | 0.1% | 0.12% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,624 | 1,475 | 0.0% | 0.0% | 65 | +2,748 | 9.86% | Q4 2025 | Feb 05, 2026 |
| One Wealth Map LLC | History | Added to | 27,880 | 1,449 | 0.74% | 0.69% | 66 | +1,673 | 6.38% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 29,107 | 1,402 | 0.0% | 0.0% | 67 | +4,412 | 17.87% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 27,948 | 1,346 | 0.27% | 0.28% | 68 | +1,500 | 5.67% | Q4 2025 | Feb 11, 2026 |
| Hudock, Inc. | History | Added to | 27,496 | 1,324 | 0.2% | 0.19% | 69 | +598 | 2.22% | Q4 2025 | Feb 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 26,560 | 1,279 | 0.1% | 0.08% | 70 | +4,143 | 18.48% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 26,310 | 1,267 | 0.03% | 0.02% | 71 | +6,408 | 32.2% | Q4 2025 | Feb 06, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 23,410 | 1,127 | 0.43% | 0.41% | 72 | -29 | -0.12% | Q4 2025 | Jan 22, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 23,109 | 1,113 | 0.39% | 0.33% | 73 | +3,050 | 15.21% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Added to | 22,874 | 1,102 | 0.02% | 0.02% | 74 | +4,495 | 24.46% | Q4 2025 | Mar 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 22,491 | 1,083 | 0.18% | — | 75 | +22,491 | New | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 21,748 | 1,047 | 0.02% | 0.02% | 76 | -698 | -3.11% | Q4 2025 | Feb 13, 2026 |
| VVR Holdings LLC | History | New | 21,589 | 1,040 | 0.54% | — | 77 | +21,589 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 21,494 | 1,036 | 0.03% | 0.02% | 78 | +4,308 | 25.07% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,517 | 988 | 0.01% | 0.0% | 79 | +6,035 | 41.67% | Q4 2025 | Jan 29, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 19,795 | 953 | 0.52% | 0.55% | 80 | -1,350 | -6.38% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 19,561 | 942 | 0.35% | — | 81 | +19,561 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 18,300 | 881 | 0.0% | 0.0% | 82 | -11,000 | -37.54% | Q4 2025 | Mar 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,851 | 860 | 0.0% | 0.0% | 83 | +3,031 | 20.45% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,635 | 849 | 0.0% | 0.0% | 84 | +8,804 | 99.69% | Q4 2025 | Feb 18, 2026 |
| Quadrature Capital Ltd | History | New | 17,437 | 840 | 0.01% | — | 85 | +17,437 | New | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 17,000 | 819 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,362 | 788 | 0.02% | 0.02% | 87 | +2,441 | 17.53% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,209 | 781 | 0.0% | 0.0% | 88 | +646 | 4.15% | Q4 2025 | Mar 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 15,977 | 769 | 0.0% | 0.0% | 89 | +3,139 | 24.45% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 14,839 | 714 | 0.0% | 0.0% | 90 | +6,735 | 83.11% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 14,751 | 710 | 0.0% | 0.0% | 91 | +58 | 0.39% | Q4 2025 | Feb 12, 2026 |
| HERBST GROUP, LLC | History | Added to | 14,564 | 701 | 0.41% | 0.17% | 92 | +8,564 | 142.73% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,469 | 697 | 0.01% | 0.01% | 93 | +5,657 | 64.2% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 13,838 | 666 | 0.0% | 0.0% | 94 | -382 | -2.69% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,593 | 654 | 0.0% | 0.0% | 95 | +6,609 | 94.63% | Q4 2025 | Feb 18, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 13,475 | 649 | 0.26% | 0.13% | 96 | +6,283 | 87.36% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 13,119 | 632 | 0.0% | 0.0% | 97 | +5,637 | 75.34% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | No change | 13,093 | 630 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Community Bank, N.A. | History | No change | 13,000 | 626 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | New | 12,630 | 608 | 0.0% | — | 100 | +12,630 | New | Q4 2025 | Jan 29, 2026 |
| Platform Technology Partners | History | Added to | 12,576 | 605 | 0.13% | 0.13% | 101 | +886 | 7.58% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,526 | 603 | 0.04% | 0.04% | 102 | +721 | 6.11% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 12,471 | 600 | 0.22% | 0.25% | 103 | -2,561 | -17.04% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 12,212 | 588 | 0.02% | 0.03% | 104 | +56 | 0.46% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 12,131 | 584 | 0.03% | 0.02% | 105 | -691 | -5.39% | Q4 2025 | Jan 27, 2026 |
| Ellis Investment Partners, LLC | History | New | 11,702 | 563 | 0.1% | — | 106 | +11,702 | New | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 11,509 | 554 | 0.08% | 0.08% | 107 | -155 | -1.33% | Q4 2025 | Jan 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 11,271 | 543 | 0.05% | 0.07% | 108 | -6,005 | -34.76% | Q4 2025 | Jan 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 11,239 | 541 | 0.01% | — | 109 | +11,239 | New | Q4 2025 | Jan 23, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 11,054 | 532 | 0.09% | 0.05% | 110 | +4,335 | 64.52% | Q4 2025 | Jan 20, 2026 |
| Kingdom Financial Group LLC. | History | New | 11,024 | 531 | 0.16% | — | 111 | +11,024 | New | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,836 | 522 | 0.03% | — | 112 | +10,836 | New | Q4 2025 | Jan 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 10,669 | 514 | 0.29% | 0.26% | 113 | +1,165 | 12.26% | Q4 2025 | Jan 06, 2026 |
| BCS Wealth Management | History | New | 10,294 | 495 | 0.05% | — | 114 | +10,294 | New | Q4 2025 | Jan 26, 2026 |
| Family Office Research LLC | History | Reduced | 10,193 | 495 | 0.2% | 0.21% | 115 | -163 | -1.57% | Q4 2025 | Feb 09, 2026 |
| Atlas Private Wealth Advisors | History | No change | 10,208 | 491 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 10,000 | 481 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Old Peak Finance LLC | History | New | 9,488 | 457 | 0.28% | — | 118 | +9,488 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,368 | 451 | 0.0% | 0.01% | 119 | -281 | -2.91% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,351 | 450 | 0.02% | — | 120 | +9,351 | New | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,276 | 446 | 0.0% | 0.0% | 121 | +636 | 7.36% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,144 | 440 | 0.01% | 0.01% | 122 | +1,349 | 17.31% | Q4 2025 | Feb 06, 2026 |
| Matisse Capital | History | Reduced | 9,019 | 434 | 0.19% | 0.27% | 123 | -3,942 | -30.41% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,806 | 424 | 0.0% | — | 124 | +8,806 | New | Q4 2025 | Feb 03, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 8,104 | 423 | 0.17% | 0.16% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plan A Wealth LLC | History | Reduced | 8,409 | 405 | 0.2% | 0.28% | 126 | -3,637 | -30.19% | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Added to | 8,339 | 401 | 0.04% | 0.03% | 127 | +1,913 | 29.77% | Q4 2025 | Jan 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 8,266 | 398 | 0.08% | 0.09% | 128 | -540 | -6.13% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 8,186 | 394 | 0.0% | 0.0% | 129 | +3,507 | 74.95% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,171 | 393 | 0.01% | 0.01% | 130 | +589 | 7.77% | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 7,928 | 381 | 0.0% | — | 131 | +7,928 | New | Q4 2025 | Feb 06, 2026 |
| Global View Capital Management LLC | History | Added to | 7,882 | 379 | 0.07% | 0.06% | 132 | +2,065 | 35.5% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,863 | 378 | 0.0% | 0.0% | 133 | +1,258 | 19.05% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,771 | 374 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 7,722 | 372 | 0.08% | 0.07% | 135 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 7,294 | 369 | 0.05% | 0.06% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 7,519 | 362 | 0.0% | 0.0% | 137 | -1,981 | -20.85% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 7,393 | 356 | 0.0% | 0.0% | 138 | -99 | -1.32% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 7,338 | 353 | 0.01% | — | 139 | +7,338 | New | Q4 2025 | Feb 17, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 7,285 | 350 | 0.37% | 0.32% | 140 | +125 | 1.75% | Q4 2025 | Jan 20, 2026 |
| Waldron Private Wealth LLC | History | Added to | 7,140 | 344 | 0.01% | 0.01% | 141 | +470 | 7.05% | Q4 2025 | Jan 14, 2026 |
| Berbice Capital Management LLC | History | No change | 7,154 | 344 | 0.21% | 0.2% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 6,910 | 332 | 0.03% | 0.02% | 143 | +2,051 | 42.21% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,888 | 331 | 0.01% | 0.0% | 144 | +1,739 | 33.77% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 6,735 | 324 | 0.03% | — | 145 | +6,735 | New | Q4 2025 | Mar 04, 2026 |
| Leo Wealth, LLC | History | New | 6,720 | 323 | 0.02% | — | 146 | +6,720 | New | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,701 | 322 | 0.0% | 0.0% | 147 | +517 | 8.36% | Q4 2025 | Feb 17, 2026 |
| San Luis Wealth Advisors LLC | History | New | 6,646 | 320 | 0.05% | — | 148 | +6,646 | New | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,605 | 318 | 0.0% | 0.0% | 149 | -619 | -8.57% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,088 | 317 | 0.01% | 0.01% | 150 | -535 | -8.08% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 6,508 | 313 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 6,473 | 311 | 0.01% | — | 152 | +6,473 | New | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,435 | 310 | 0.0% | 0.0% | 153 | -411 | -6.0% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,404 | 308 | 0.04% | — | 155 | +6,404 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,408 | 308 | 0.0% | 0.0% | 154 | +1,120 | 21.18% | Q4 2025 | Feb 12, 2026 |
| Belvedere Trading LLC | History | New | 6,100 | 293 | 0.0% | — | 156 | +6,100 | New | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,000 | 289 | 0.01% | 0.01% | 157 | +1,150 | 23.71% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 5,985 | 288 | 0.1% | 0.08% | 158 | +913 | 18.0% | Q4 2025 | Feb 10, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 5,850 | 281 | 0.1% | 0.09% | 159 | +325 | 5.88% | Q4 2025 | Jan 26, 2026 |
| Fort Point Capital Partners LLC | History | No change | 5,518 | 281 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 5,830 | 280 | 0.19% | 0.18% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,729 | 276 | 0.0% | 0.0% | 162 | +1,186 | 26.11% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 5,662 | 272 | 0.0% | 0.0% | 163 | +2,980 | 111.11% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 5,685 | 272 | 0.37% | 0.44% | 164 | -931 | -14.07% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,458 | 262 | 0.01% | 0.01% | 165 | +424 | 8.42% | Q4 2025 | Jan 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 5,435 | 261 | 0.02% | 0.02% | 166 | -47 | -0.86% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,741 | 253 | 0.01% | 0.01% | 167 | -1,250 | -17.88% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 5,024 | 242 | 0.01% | 0.01% | 168 | +502 | 11.1% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 5,016 | 241 | 0.0% | — | 169 | +5,016 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,000 | 240 | 0.0% | 0.0% | 171 | +272 | 5.75% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 5,000 | 240 | 0.14% | 0.13% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 4,746 | 229 | 0.01% | — | 172 | +4,746 | New | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | New | 4,428 | 228 | 0.03% | — | 173 | +4,428 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,710 | 226 | 0.0% | 0.0% | 174 | +150 | 3.29% | Q4 2025 | Feb 09, 2026 |
| Next Level Wealth Planning, LLC | History | New | 4,687 | 225 | 0.12% | — | 175 | +4,687 | New | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 4,657 | 224 | 0.03% | — | 176 | +4,657 | New | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | Reduced | 4,648 | 224 | 0.03% | 0.04% | 177 | -316 | -6.37% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | New | 4,609 | 222 | 0.01% | — | 178 | +4,609 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Advisory Services, LLC | History | No change | 4,506 | 217 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | New | 4,450 | 214 | 0.01% | — | 180 | +4,450 | New | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | New | 4,385 | 211 | 0.01% | — | 181 | +4,385 | New | Q4 2025 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,300 | 207 | 0.0% | 0.0% | 183 | -115,725 | -96.42% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,300 | 207 | 0.0% | 0.0% | 182 | -22,500 | -83.96% | Q4 2025 | Feb 17, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 4,307 | 207 | 0.13% | — | 184 | +4,307 | New | Q4 2025 | Feb 11, 2026 |
| Riverbend Wealth Management, LLC | History | New | 4,237 | 204 | 0.13% | — | 185 | +4,237 | New | Q4 2025 | Jan 29, 2026 |
| Perennial Investment Advisors, LLC | History | New | 4,207 | 202 | 0.02% | — | 186 | +4,207 | New | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | New | 4,200 | 202 | 0.02% | — | 188 | +4,200 | New | Q4 2025 | Feb 06, 2026 |
| GEM Asset Management, LLC | History | New | 4,015 | 202 | 0.09% | — | 187 | +4,015 | New | Q4 2025 | Jan 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,024 | 193 | 0.0% | 0.0% | 189 | +1,780 | 79.32% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,895 | 187 | 0.0% | 0.0% | 190 | +653 | 20.14% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,810 | 183 | 0.01% | 0.01% | 191 | +166 | 4.56% | Q4 2025 | Feb 20, 2026 |
| AlphaCore Capital LLC | History | New | 3,603 | 173 | 0.0% | — | 192 | +3,603 | New | Q4 2025 | Feb 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | New | 3,326 | 160 | 0.01% | — | 193 | +3,326 | New | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | Reduced | 3,158 | 154 | 0.0% | 0.0% | 194 | -731 | -18.8% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,183 | 153 | 0.0% | 0.0% | 195 | +314 | 10.94% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 3,093 | 149 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 3,068 | 147 | 0.0% | — | 197 | +3,068 | New | Q4 2025 | Feb 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,700 | 130 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 2,696 | 129 | 0.01% | — | 200 | +2,696 | New | Q4 2025 | Feb 23, 2026 |
| Sound Income Strategies, LLC | History | New | 2,506 | 129 | 0.01% | — | 199 | +2,506 | New | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | No change | 2,618 | 126 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 2,587 | 124 | 0.0% | 0.0% | 202 | +563 | 27.82% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,557 | 123 | 0.0% | 0.0% | 203 | +181 | 7.62% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,468 | 118 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 2,419 | 116 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glassman Wealth Services | History | No change | 2,224 | 107 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,095 | 100 | 0.0% | — | 207 | +2,095 | New | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,070 | 99 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,040 | 98 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,892 | 91 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,873 | 90 | 0.04% | — | 211 | +1,873 | New | Q4 2025 | Jan 15, 2026 |
| Team Financial Group, LLC | History | No change | 1,818 | 87 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Eukles Asset Management | History | Added to | 1,765 | 85 | 0.03% | 0.01% | 213 | +1,023 | 137.87% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,700 | 81 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Breakwater Investment Management | History | No change | 1,591 | 76 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,561 | 75 | 0.0% | — | 216 | +1,561 | New | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,456 | 70 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,431 | 68 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | Added to | 1,371 | 66 | 0.02% | 0.0% | 219 | +1,150 | 520.36% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 1,367 | 65 | 0.0% | — | 221 | +1,367 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,359 | 65 | 0.0% | 0.0% | 220 | -141 | -9.4% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,165 | 56 | 0.0% | — | 223 | +1,165 | New | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,170 | 56 | 0.0% | 0.0% | 222 | +21 | 1.83% | Q4 2025 | Jan 20, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,117 | 53 | 0.02% | 0.01% | 225 | +338 | 43.39% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,100 | 53 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,243 | 51 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,041 | 50 | 0.0% | 0.0% | 227 | +105 | 11.22% | Q4 2025 | Jan 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,010 | 48 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,000 | 48 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strive Financial Group ,LLC | History | New | 953 | 45 | 0.02% | — | 230 | +953 | New | Q4 2025 | Feb 18, 2026 |
| Kilter Group LLC | History | No change | 852 | 41 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 812 | 39 | 0.01% | — | 233 | +812 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 817 | 39 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 796 | 38 | 0.0% | 0.0% | 234 | +20 | 2.58% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 800 | 38 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WFA of San Diego, LLC | History | No change | 750 | 36 | 0.03% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 726 | 34 | 0.0% | — | 237 | +726 | New | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | No change | 698 | 33 | 0.02% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 655 | 31 | 0.0% | 0.0% | 239 | -442 | -40.29% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 659 | 31 | 0.01% | 0.0% | 240 | +116 | 21.36% | Q4 2025 | Jan 20, 2026 |
| HOWE & RUSLING INC | History | No change | 625 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 600 | 28 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 571 | 27 | 0.0% | 0.0% | 244 | +218 | 61.76% | Q4 2025 | Jan 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 557 | 27 | 0.0% | 0.0% | 243 | +34 | 6.5% | Q4 2025 | Jan 28, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 577 | 27 | 0.01% | 0.01% | 245 | -13 | -2.2% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 546 | 26 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 533 | 25 | 0.0% | 0.0% | 248 | +410 | 333.33% | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 522 | 25 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 506 | 24 | 0.0% | 0.0% | 249 | -40 | -7.33% | Q4 2025 | Jan 16, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 457 | 22 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 447 | 21 | 0.0% | 0.0% | 251 | +400 | 851.06% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 425 | 20 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 400 | 19 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 48 | 18 | 0.0% | 0.0% | 254 | +2 | 4.35% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 368 | 17 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 322 | 15 | 0.01% | 0.0% | 257 | +172 | 114.67% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 332 | 15 | 0.0% | 0.0% | 258 | -109 | -24.72% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | No change | 322 | 15 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | No change | 300 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 297 | 14 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 290 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 250 | 12 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pacific Center for Financial Services | History | No change | 260 | 11 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 200 | 10 | 0.01% | — | 266 | +200 | New | Q4 2025 | Mar 02, 2026 |
| MAI Capital Management | History | Added to | 208 | 10 | 0.0% | 0.0% | 265 | +11 | 5.58% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 210 | 10 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 171 | 8 | 0.01% | — | 271 | +171 | New | Q4 2025 | Jan 26, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 173 | 8 | 0.0% | 0.01% | 270 | -160 | -48.05% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 179 | 8 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 163 | 7 | 0.0% | — | 272 | +163 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | New | 157 | 7 | 0.0% | — | 277 | +157 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 156 | 7 | 0.0% | — | 280 | +156 | New | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 150 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 145 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 160 | 7 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mascoma Wealth Management LLC | History | No change | 162 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 156 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| JDM Financial Group LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Reduced | 131 | 6 | 0.0% | 0.0% | 286 | -282 | -68.28% | Q4 2025 | Feb 12, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 125 | 6 | 0.01% | 0.01% | 282 | -40 | -24.24% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 140 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | No change | 143 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Key FInancial Inc | History | No change | 126 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 119 | 5 | 0.0% | — | 287 | +119 | New | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 117 | 5 | 0.0% | — | 289 | +117 | New | Q4 2025 | Feb 19, 2026 |
| WPG Advisers, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 103 | 4 | 0.0% | — | 292 | +103 | New | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 99 | 4 | 0.0% | — | 294 | +99 | New | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | New | 90 | 4 | 0.0% | — | 295 | +90 | New | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 74 | 3 | 0.0% | 0.0% | 297 | -95 | -56.21% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 60 | 2 | 0.0% | — | 301 | +60 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 49 | 2 | 0.0% | — | 299 | +49 | New | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | Added to | 52 | 2 | 0.0% | 0.0% | 298 | +1 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 38 | 1 | 0.0% | — | 307 | +38 | New | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 304 | -32 | -58.18% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 22 | 1 | 0.0% | — | 303 | +22 | New | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 22 | 1 | 0.0% | — | 306 | +22 | New | Q4 2025 | Feb 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 26 | 1 | 0.0% | — | 305 | +8 | 44.44% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | No change | 30 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -95,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -54,714 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -27,148 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -14,665 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,731 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,824 | -100.0% | Q3 2025 | Oct 24, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,875 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,084 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,730 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,637 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,055 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -725 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -587 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -546 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ankerstar Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| POM Investment Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stephens Consulting, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Roxbury Financial LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |