iSHARES TRUST - CMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 8,440,029 | 484,964 | 0.08% | 0.07% | 1 | +703,735 | 9.1% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,109,731 | 293,605 | 0.66% | 0.53% | 2 | +1,151,376 | 29.09% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,933,649 | 111,107 | 0.01% | 0.01% | 3 | +292,879 | 17.85% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,906,426 | 109,543 | 0.01% | 0.01% | 4 | -106,473 | -5.29% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,790,589 | 102,887 | 0.01% | 0.01% | 5 | +20,936 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,497,857 | 86,606 | 1.53% | 1.64% | 6 | +105,068 | 7.54% | Q4 2025 | Jan 29, 2026 |
| BAILARD, INC. | History | Added to | 1,439,125 | 82,692 | 1.83% | 1.78% | 7 | +4,372 | 0.3% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,170,981 | 67,284 | 0.35% | — | 8 | +1,170,981 | New | Q4 2025 | Feb 18, 2026 |
| SYON CAPITAL LLC | History | Reduced | 1,147,763 | 65,950 | 3.29% | 3.53% | 9 | -3,571 | -0.31% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 989,482 | 56,855 | 0.02% | 0.01% | 10 | +99,072 | 11.13% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 905,924 | 52,054 | 0.06% | 0.06% | 11 | +29,250 | 3.34% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 681,191 | 39,141 | 0.09% | 0.1% | 12 | -18,380 | -2.63% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 652,464 | 37,490 | 0.0% | 0.0% | 13 | +105,773 | 19.35% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 608,644 | 34,972 | 0.01% | 0.01% | 14 | +102,495 | 20.25% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 549,343 | 31,565 | 0.05% | 0.05% | 15 | +52,070 | 10.47% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 542,590 | 31,177 | 0.01% | 0.01% | 16 | -40,514 | -6.95% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 536,879 | 30,849 | 0.01% | 0.0% | 17 | +3,612 | 0.68% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 450,421 | 25,881 | 0.0% | — | 18 | +450,421 | New | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | Added to | 438,978 | 25,223 | 4.11% | 4.13% | 19 | +20,715 | 4.95% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 378,057 | 21,723 | 0.02% | 0.02% | 20 | +60,318 | 18.98% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 372,882 | 21,425 | 0.04% | 0.04% | 21 | +10,581 | 2.92% | Q4 2025 | Jan 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 367,283 | 21,104 | 0.8% | 0.73% | 22 | +20,356 | 5.87% | Q4 2025 | Feb 04, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 363,294 | 20,874 | 4.27% | 4.23% | 23 | +12,321 | 3.51% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 361,333 | 20,762 | 0.11% | 0.12% | 24 | -12,563 | -3.36% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 359,418 | 20,652 | 0.07% | 0.06% | 25 | +89,679 | 33.25% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 351,386 | 20,190 | 0.04% | 0.04% | 26 | +47,939 | 15.8% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 343,954 | 19,763 | 0.02% | 0.02% | 27 | +72,417 | 26.67% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 338,177 | 19,431 | 0.01% | 0.0% | 28 | +62,228 | 22.55% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 312,497 | 17,956 | 0.2% | 0.2% | 29 | -2,898 | -0.92% | Q4 2025 | Feb 12, 2026 |
| Orin Green Financial, LLC | History | Reduced | 307,027 | 17,641 | 7.06% | 7.41% | 30 | -17,894 | -5.51% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 306,723 | 17,624 | 0.02% | 0.02% | 31 | +12,589 | 4.28% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 292,659 | 16,816 | 0.12% | 0.08% | 32 | +103,048 | 54.35% | Q4 2025 | Feb 17, 2026 |
| Slow Capital, Inc. | History | Added to | 281,447 | 16,171 | 1.93% | 1.56% | 33 | +49,357 | 21.27% | Q4 2025 | Jan 26, 2026 |
| West Wealth Group, LLC | History | Added to | 273,799 | 15,732 | 3.26% | 2.95% | 34 | +45,821 | 20.1% | Q4 2025 | Jan 26, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 269,594 | 15,490 | 2.14% | 2.24% | 35 | +14,208 | 5.56% | Q4 2025 | Jan 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 259,093 | 14,887 | 0.0% | 0.0% | 36 | +9,791 | 3.93% | Q4 2025 | Feb 17, 2026 |
| MYECFO, LLC | History | Added to | 251,202 | 14,440 | 6.13% | 6.05% | 37 | +18,210 | 7.82% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | Added to | 251,278 | 14,438 | 0.02% | 0.02% | 38 | +17,414 | 7.45% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 237,587 | 13,651 | 0.0% | 0.0% | 39 | +2,884 | 1.23% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 231,306 | 13,291 | 0.03% | 0.02% | 40 | +13,911 | 6.4% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 219,807 | 12,630 | 0.01% | 0.01% | 41 | +6,482 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 213,047 | 12,241 | 2.14% | 2.21% | 42 | +12,345 | 6.15% | Q4 2025 | Jan 29, 2026 |
| Brio Consultants, LLC | History | Added to | 198,177 | 11,387 | 1.48% | 1.47% | 43 | +11,286 | 6.04% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 195,887 | 11,255 | 0.19% | — | 44 | +195,887 | New | Q4 2025 | Feb 19, 2026 |
| Rinkey Investments | History | Reduced | 193,681 | 11,128 | 2.83% | 3.78% | 45 | -56,199 | -22.49% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 189,269 | 10,875 | 1.98% | 0.17% | 46 | -615 | -0.32% | Q4 2025 | Mar 04, 2026 |
| Navalign, LLC | History | Added to | 187,112 | 10,751 | 2.64% | 2.8% | 47 | +1,350 | 0.73% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 165,517 | 9,510 | 0.14% | 0.13% | 48 | +18,285 | 12.42% | Q4 2025 | Jan 22, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 158,992 | 9,135 | 0.15% | 0.09% | 49 | +68,054 | 74.84% | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Added to | 157,426 | 9,086 | 0.32% | 0.3% | 50 | +14,202 | 9.92% | Q4 2025 | Jan 08, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 157,352 | 9,041 | 3.11% | 3.53% | 51 | -1,427 | -0.9% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 156,163 | 8,974 | 0.01% | 0.01% | 52 | -7,655 | -4.67% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 153,294 | 8,808 | 0.0% | 0.0% | 53 | +43,249 | 39.3% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 152,709 | 8,774 | 0.0% | 0.0% | 54 | +15,172 | 11.03% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 141,313 | 8,119 | 0.01% | 0.0% | 55 | +20,352 | 16.83% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 140,940 | 8,098 | 0.0% | 0.0% | 56 | +134,325 | 2030.61% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 131,601 | 7,561 | 0.08% | 0.02% | 57 | +112,846 | 601.68% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 129,031 | 7,414 | 0.02% | 0.02% | 58 | +968 | 0.76% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 124,553 | 7,156 | 0.01% | 0.01% | 59 | +8,354 | 7.19% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 123,280 | 7,083 | 0.0% | 0.0% | 60 | +35,515 | 40.47% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 123,145 | 7,075 | 0.07% | 0.07% | 61 | +6,694 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 121,131 | 6,960 | 0.04% | 0.01% | 62 | +75,624 | 166.18% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 115,794 | 6,653 | 0.05% | 0.04% | 63 | +37,792 | 48.45% | Q4 2025 | Feb 18, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 114,259 | 6,565 | 0.45% | 0.43% | 64 | +11,246 | 10.92% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 112,600 | 6,469 | 0.01% | 0.02% | 65 | -195,300 | -63.43% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,321 | 6,321 | 0.0% | — | 66 | +6,321 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 103,391 | 5,940 | 0.01% | 0.01% | 67 | +5,407 | 5.52% | Q4 2025 | Feb 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 101,461 | 5,829 | 2.88% | — | 68 | +101,461 | New | Q4 2025 | Feb 25, 2026 |
| Ducere Wealth Management LLC | History | New | 97,471 | 5,600 | 2.2% | — | 69 | +97,471 | New | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 97,601 | 5,592 | 0.02% | 0.01% | 70 | -10,480 | -9.7% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 96,380 | 5,537 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 95,901 | 5,510 | 0.01% | 0.01% | 72 | +19,042 | 24.78% | Q4 2025 | Jan 30, 2026 |
| Client First Capital LLC | History | No change | 92,578 | 5,319 | 2.24% | 2.35% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 92,457 | 5,312 | 3.43% | 3.45% | 74 | +528 | 0.57% | Q4 2025 | Jan 29, 2026 |
| Fullerton Advisors, LLC | History | New | 87,491 | 5,027 | 5.02% | — | 75 | +87,491 | New | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Added to | 85,432 | 4,908 | 0.14% | 0.15% | 76 | +6,438 | 8.15% | Q4 2025 | Feb 19, 2026 |
| Columbia Bank | History | Added to | 80,826 | 4,644 | 1.29% | 1.12% | 77 | +11,125 | 15.96% | Q4 2025 | Feb 13, 2026 |
| NDWM LLC | History | Added to | 80,755 | 4,640 | 3.07% | 3.08% | 78 | +1,235 | 1.55% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 77,771 | 4,468 | 0.13% | 0.13% | 79 | +1,891 | 2.49% | Q4 2025 | Jan 23, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 75,301 | 4,326 | 0.15% | 0.16% | 80 | -2,152 | -2.78% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 74,962 | 4,305 | 0.05% | 0.06% | 81 | -130 | -0.17% | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 74,424 | 4,276 | 0.09% | 0.09% | 82 | -4,669 | -5.9% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 73,898 | 4,246 | 0.05% | 0.05% | 83 | +314 | 0.43% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 70,454 | 4,048 | 0.02% | 0.01% | 84 | +12,628 | 21.84% | Q4 2025 | Jan 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 68,904 | 3,959 | 2.25% | 2.94% | 85 | -17,897 | -20.62% | Q4 2025 | Jan 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 68,040 | 3,909 | 1.23% | 1.33% | 86 | +2,445 | 3.73% | Q4 2025 | Jan 08, 2026 |
| Omega Financial Group, LLC | History | Reduced | 67,616 | 3,885 | 1.28% | 1.34% | 87 | -3,423 | -4.82% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 65,718 | 3,776 | 0.07% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 65,421 | 3,759 | 1.52% | 1.68% | 89 | +623 | 0.96% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 64,951 | 3,732 | 0.0% | 0.0% | 90 | -2,504 | -3.71% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 64,855 | 3,726 | 0.0% | 0.0% | 91 | +64,612 | 26589.3% | Q4 2025 | Feb 10, 2026 |
| Traveka Wealth, LLC | History | Added to | 63,533 | 3,650 | 1.49% | 1.61% | 92 | +186 | 0.29% | Q4 2025 | Jan 08, 2026 |
| Apella Capital, LLC | History | Added to | 62,703 | 3,602 | 0.07% | 0.08% | 93 | +3,036 | 5.09% | Q4 2025 | Jan 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 62,258 | 3,577 | 0.11% | 0.16% | 94 | -38,178 | -38.01% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 61,904 | 3,557 | 0.02% | 0.02% | 95 | +10,142 | 19.59% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 56,287 | 3,234 | 0.04% | 0.06% | 96 | -20,404 | -26.61% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 55,603 | 3,194 | 0.02% | 0.02% | 97 | +145 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 54,431 | 3,127 | 0.89% | 0.97% | 98 | -2,773 | -4.85% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | Added to | 54,118 | 3,109 | 0.09% | 0.09% | 99 | +2,366 | 4.57% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 53,907 | 3,106 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 53,487 | 3,073 | 0.31% | 0.33% | 101 | -1,953 | -3.52% | Q4 2025 | Jan 27, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 52,167 | 2,997 | 2.58% | 2.03% | 102 | +14,549 | 38.68% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,060 | 2,876 | 0.0% | 0.0% | 103 | +4,612 | 10.15% | Q4 2025 | Feb 13, 2026 |
| DeDora Capital, Inc. | History | Added to | 49,163 | 2,824 | 0.67% | 0.68% | 104 | +99 | 0.2% | Q4 2025 | Jan 22, 2026 |
| 21 West Wealth Management LLC | History | Added to | 49,124 | 2,822 | 2.58% | 2.24% | 105 | +7,661 | 18.48% | Q4 2025 | Jan 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 48,987 | 2,814 | 1.79% | 1.79% | 106 | +2,146 | 4.58% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,703 | 2,741 | 0.01% | 0.01% | 107 | +4,304 | 9.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF STOCKTON | History | Reduced | 47,371 | 2,721 | 0.78% | 0.79% | 108 | -911 | -1.89% | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 45,660 | 2,623 | 0.09% | 0.09% | 109 | -1,857 | -3.91% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 45,314 | 2,603 | 0.06% | 0.06% | 111 | +8,097 | 21.76% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 45,315 | 2,603 | 0.46% | 0.46% | 110 | +1,845 | 4.24% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Added to | 43,968 | 2,526 | 1.03% | 1.09% | 112 | +2,230 | 5.34% | Q4 2025 | Jan 27, 2026 |
| McIlrath & Eck, LLC | History | Added to | 43,767 | 2,514 | 0.23% | 0.21% | 113 | +8,792 | 25.14% | Q4 2025 | Feb 03, 2026 |
| Destination Wealth Management | History | Added to | 43,565 | 2,503 | 0.07% | 0.04% | 114 | +20,911 | 92.31% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 41,843 | 2,404 | 0.06% | 0.06% | 115 | +2,625 | 6.69% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 41,386 | 2,378 | 0.38% | 0.36% | 116 | +1,861 | 4.71% | Q4 2025 | Jan 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 41,114 | 2,362 | 0.08% | 0.1% | 117 | -8,828 | -17.68% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 40,746 | 2,341 | 0.02% | 0.02% | 118 | +1,301 | 3.3% | Q4 2025 | Jan 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 40,165 | 2,307 | 1.44% | — | 119 | +40,165 | New | Q4 2025 | Feb 04, 2026 |
| FF Advisors,LLC | History | New | 40,123 | 2,305 | 1.03% | — | 120 | +40,123 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 39,244 | 2,254 | 0.04% | 0.04% | 121 | +5,173 | 15.18% | Q4 2025 | Jan 16, 2026 |
| Empower Advisory Group, LLC | History | Added to | 37,042 | 2,128 | 0.01% | 0.0% | 122 | +11,223 | 43.47% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 35,344 | 2,030 | 0.0% | 0.0% | 123 | +14,855 | 72.5% | Q4 2025 | Mar 25, 2026 |
| Savvy Advisors, Inc. | History | Added to | 34,150 | 1,962 | 0.06% | 0.08% | 124 | +2,394 | 7.54% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | New | 34,016 | 1,954 | 0.04% | — | 125 | +34,016 | New | Q4 2025 | Feb 11, 2026 |
| Values Added Financial LLC | History | Added to | 33,665 | 1,934 | 0.82% | 0.32% | 126 | +20,895 | 163.63% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 33,501 | 1,924 | 0.01% | 0.0% | 127 | +7,600 | 29.34% | Q4 2025 | Feb 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 33,171 | 1,906 | 0.1% | 0.09% | 128 | +2,901 | 9.58% | Q4 2025 | Feb 17, 2026 |
| Leisure Capital Management | History | New | 32,714 | 1,879 | 0.62% | — | 129 | +32,714 | New | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,168 | 1,848 | 0.0% | 0.0% | 130 | +22,562 | 234.87% | Q4 2025 | Mar 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 31,953 | 1,836 | 0.05% | 0.06% | 131 | +1,350 | 4.41% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 31,896 | 1,832 | 0.37% | 0.28% | 132 | +7,510 | 30.8% | Q4 2025 | Jan 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 31,834 | 1,829 | 0.04% | 0.04% | 133 | +650 | 2.08% | Q4 2025 | Jan 27, 2026 |
| SimpliFi, Inc. | History | Added to | 31,693 | 1,821 | 0.77% | 0.64% | 134 | +5,658 | 21.73% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 31,045 | 1,783 | 0.11% | — | 135 | +31,045 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 29,901 | 1,718 | 0.27% | 0.23% | 136 | +5,309 | 21.59% | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,813 | 1,713 | 0.01% | 0.01% | 137 | -1,371 | -4.4% | Q4 2025 | Feb 18, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 29,574 | 1,699 | 0.71% | 0.67% | 138 | +2,931 | 11.0% | Q4 2025 | Feb 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 28,506 | 1,641 | 0.0% | — | 139 | +28,506 | New | Q4 2025 | Jan 15, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 28,265 | 1,624 | 0.44% | 0.43% | 140 | +61 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 27,180 | 1,561 | 0.33% | 0.34% | 141 | +568 | 2.13% | Q4 2025 | Jan 23, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 26,972 | 1,549 | 0.61% | 0.63% | 142 | -45 | -0.17% | Q4 2025 | Jan 15, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 26,694 | 1,533 | 0.63% | 0.7% | 143 | -2,417 | -8.3% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,672 | 1,532 | 0.03% | 0.01% | 144 | +15,190 | 132.29% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 26,591 | 1,527 | 0.22% | 0.24% | 145 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,142 | 1,502 | 0.0% | 0.0% | 146 | +1,156 | 4.63% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 25,917 | 1,489 | 0.03% | 0.03% | 147 | +81 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 24,873 | 1,429 | 0.43% | 0.44% | 148 | +607 | 2.5% | Q4 2025 | Jan 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 24,619 | 1,414 | 0.09% | 0.1% | 149 | -990 | -3.87% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 24,004 | 1,379 | 0.05% | 0.03% | 150 | +7,564 | 46.01% | Q4 2025 | Jan 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 23,437 | 1,346 | 0.06% | 0.06% | 151 | -216 | -0.91% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 23,271 | 1,337 | 0.01% | 0.01% | 152 | -23,263 | -49.99% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,261 | 1,336 | 0.01% | 0.01% | 153 | -3,640 | -13.53% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,016 | 1,326 | 0.0% | 0.0% | 154 | +940 | 4.26% | Q4 2025 | Jan 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 22,945 | 1,318 | 0.1% | 0.08% | 155 | +5,963 | 35.11% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,613 | 1,299 | 0.0% | 0.0% | 156 | +13,049 | 136.44% | Q4 2025 | Mar 20, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 22,005 | 1,264 | 0.23% | 0.2% | 157 | +3,781 | 20.75% | Q4 2025 | Jan 12, 2026 |
| SFE Investment Counsel | History | Added to | 7,997 | 1,257 | 0.19% | 0.04% | 158 | +4,000 | 100.08% | Q4 2025 | Feb 05, 2026 |
| HCR Wealth Advisors | History | Reduced | 21,361 | 1,227 | 0.12% | 0.14% | 159 | -1,542 | -6.73% | Q4 2025 | Jan 27, 2026 |
| Clark Asset Management, LLC | History | Added to | 21,132 | 1,214 | 0.13% | 0.14% | 160 | +19 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 20,876 | 1,198 | 0.05% | 0.07% | 161 | +265 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 20,582 | 1,182 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,534 | 1,179 | 0.0% | 0.0% | 163 | -42,456 | -67.4% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 20,316 | 1,167 | 0.0% | — | 164 | +20,316 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 20,054 | 1,152 | 0.01% | 0.01% | 165 | -35 | -0.17% | Q4 2025 | Feb 17, 2026 |
| IFC Advisors LLC | History | Reduced | 19,151 | 1,100 | 0.16% | 0.24% | 166 | -4,243 | -18.14% | Q4 2025 | Feb 12, 2026 |
| Tillman Hartley LLC | History | Added to | 19,126 | 1,098 | 0.28% | 0.28% | 167 | +358 | 1.91% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 18,877 | 1,084 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,311 | 1,052 | 0.01% | 0.02% | 169 | -14,901 | -44.87% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Added to | 18,321 | 1,052 | 0.9% | 0.91% | 170 | +401 | 2.24% | Q4 2025 | Jan 28, 2026 |
| Strategic Financial Services, Inc. | History | New | 17,880 | 1,035 | 0.05% | — | 171 | +17,880 | New | Q4 2025 | Feb 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,867 | 1,026 | 0.23% | 0.25% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Williams & Novak, LLC | History | Reduced | 17,586 | 1,010 | 0.76% | 0.83% | 173 | -1,320 | -6.98% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 17,405 | 1,000 | 0.02% | — | 174 | +17,405 | New | Q4 2025 | Feb 17, 2026 |
| Impact Investors, Inc | History | Added to | 16,172 | 929 | 0.64% | 0.61% | 175 | +3 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Argyle Capital Partners, LLC | History | No change | 15,888 | 912 | 0.67% | 0.65% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | No change | 15,806 | 908 | 0.29% | 0.3% | 177 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 15,232 | 875 | 0.35% | 0.37% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 15,187 | 872 | 0.1% | 0.09% | 179 | +5 | 0.03% | Q4 2025 | Mar 03, 2026 |
| Lido Advisors, LLC | History | No change | 15,166 | 865 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 14,817 | 851 | 0.02% | 0.02% | 181 | +3,876 | 35.43% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 14,698 | 844 | 0.02% | — | 182 | +14,698 | New | Q4 2025 | Jan 07, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 14,537 | 835 | 0.14% | 0.14% | 183 | -186 | -1.26% | Q4 2025 | Feb 11, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 13,581 | 792 | 0.47% | 0.53% | 184 | +463 | 3.53% | Q4 2025 | Feb 27, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 13,510 | 776 | 0.13% | 0.13% | 185 | -72 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Keystone Global Partners, LLC | History | Added to | 13,210 | 759 | 0.33% | 0.28% | 186 | +3,621 | 37.76% | Q4 2025 | Jan 14, 2026 |
| Two West Capital Advisors LLC | History | No change | 13,137 | 754 | 0.44% | 0.46% | 187 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Shira Ridge Wealth Management | History | Added to | 13,103 | 752 | 0.3% | 0.3% | 188 | +753 | 6.1% | Q4 2025 | Jan 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 12,925 | 742 | 0.09% | 0.08% | 189 | +502 | 4.04% | Q4 2025 | Jan 29, 2026 |
| Climber Capital SA | History | New | 12,660 | 724 | 0.47% | — | 190 | +12,660 | New | Q4 2025 | Feb 03, 2026 |
| Aspen Investment Management Inc | History | No change | 12,410 | 713 | 0.21% | 0.27% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Investment Advisors, LLC | History | New | 12,257 | 704 | 0.39% | — | 192 | +12,257 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,058 | 692 | 0.0% | 0.0% | 193 | +38 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | No change | 12,043 | 691 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 12,013 | 690 | 0.15% | 0.07% | 195 | +6,969 | 138.16% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,884 | 683 | 0.0% | 0.0% | 196 | +5,943 | 100.03% | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,816 | 678 | 0.01% | 0.01% | 197 | -3,654 | -23.62% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | No change | 11,810 | 678 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 11,807 | 678 | 0.42% | 0.44% | 199 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Boltwood Capital Management | History | Added to | 11,705 | 672 | 0.17% | 0.17% | 200 | +805 | 7.39% | Q4 2025 | Jan 02, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 11,585 | 665 | 0.14% | 0.16% | 201 | -5,489 | -32.15% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | No change | 11,400 | 655 | 0.17% | 0.18% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,979 | 630 | 0.02% | 0.04% | 203 | -12,188 | -52.61% | Q4 2025 | Jan 30, 2026 |
| VERITY Wealth Advisors | History | No change | 10,915 | 627 | 0.39% | 0.39% | 204 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 10,882 | 625 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 10,611 | 609 | 0.05% | 0.05% | 206 | +1,472 | 16.11% | Q4 2025 | Feb 09, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 10,452 | 600 | 0.43% | 0.45% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 10,392 | 597 | 0.01% | 0.01% | 208 | -4,622 | -30.78% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 10,267 | 589 | 0.02% | 0.02% | 209 | -211 | -2.01% | Q4 2025 | Feb 05, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 9,828 | 564 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 9,796 | 562 | 0.2% | — | 211 | +9,796 | New | Q4 2025 | Feb 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 9,665 | 555 | 0.13% | 0.12% | 212 | -624 | -6.06% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,646 | 554 | 0.02% | 0.04% | 213 | -16,065 | -62.48% | Q4 2025 | Jan 09, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 9,260 | 532 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,050 | 520 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 8,965 | 519 | 0.15% | 0.11% | 216 | +3,281 | 57.72% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 8,931 | 513 | 0.0% | 0.0% | 217 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 8,807 | 506 | 0.11% | 0.14% | 218 | -1,253 | -12.46% | Q4 2025 | Feb 17, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 8,667 | 497 | 0.09% | 0.1% | 219 | -4 | -0.05% | Q4 2025 | Feb 19, 2026 |
| Life Planning Partners, Inc | History | No change | 8,337 | 479 | 0.37% | 0.35% | 220 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TME FINANCIAL, INC. | History | Added to | 8,241 | 473 | 0.33% | 0.35% | 221 | +68 | 0.83% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | New | 8,203 | 471 | 0.01% | — | 223 | +8,203 | New | Q4 2025 | Feb 17, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 8,208 | 471 | 0.1% | 0.05% | 222 | +4,232 | 106.44% | Q4 2025 | Jan 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 8,164 | 469 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UNION SAVINGS BANK | History | New | 7,947 | 456 | 0.2% | — | 225 | +7,947 | New | Q4 2025 | Mar 06, 2026 |
| Nautilus Advisors LLC | History | No change | 7,850 | 451 | 0.29% | 0.3% | 226 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,820 | 449 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | New | 7,792 | 447 | 0.0% | — | 228 | +7,792 | New | Q4 2025 | Feb 13, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 7,782 | 447 | 0.28% | 0.44% | 229 | -4,680 | -37.55% | Q4 2025 | Jan 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 7,598 | 436 | 0.07% | 0.07% | 230 | +838 | 12.4% | Q4 2025 | Feb 03, 2026 |
| Chesley Taft & Associates LLC | History | No change | 7,375 | 423 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,242 | 416 | 0.0% | 0.0% | 232 | -2,239 | -23.62% | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | Added to | 7,145 | 410 | 0.04% | 0.04% | 233 | +976 | 15.82% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,127 | 409 | 0.0% | 0.0% | 234 | +1,447 | 25.48% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,113 | 408 | 0.01% | 0.01% | 235 | +2,963 | 71.4% | Q4 2025 | Jan 21, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,013 | 402 | 0.02% | 0.02% | 236 | +414 | 6.27% | Q4 2025 | Jan 20, 2026 |
| ASL Financial, LLC | History | New | 6,970 | 400 | 0.31% | — | 238 | +6,970 | New | Q4 2025 | Jan 20, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 6,970 | 400 | 0.24% | 0.31% | 237 | +78 | 1.13% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,849 | 393 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RHS Financial, LLC | History | Reduced | 6,778 | 389 | 0.19% | 0.3% | 240 | -3,342 | -33.02% | Q4 2025 | Jan 16, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 6,760 | 388 | 0.09% | 0.08% | 241 | +1,139 | 20.26% | Q4 2025 | Jan 22, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 6,700 | 384 | 0.36% | 0.36% | 242 | -120 | -1.76% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,596 | 378 | 0.03% | 0.04% | 243 | -415 | -5.92% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,454 | 370 | 0.01% | — | 244 | +6,454 | New | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6,363 | 365 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 6,350 | 364 | 0.11% | 0.12% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 6,315 | 362 | 0.02% | 0.02% | 247 | +237 | 3.9% | Q4 2025 | Jan 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 6,306 | 362 | 0.1% | 0.1% | 248 | +18 | 0.29% | Q4 2025 | Jan 15, 2026 |
| Fortitude Financial, LLC | History | Reduced | 6,272 | 360 | 0.31% | 0.56% | 249 | -6,679 | -51.57% | Q4 2025 | Jan 27, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 6,070 | 348 | 0.25% | — | 250 | +6,070 | New | Q4 2025 | Jan 26, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 6,042 | 347 | 0.09% | 0.18% | 251 | -6,229 | -50.76% | Q4 2025 | Feb 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,027 | 346 | 0.06% | 0.04% | 252 | +2,125 | 54.46% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Reduced | 6,015 | 345 | 0.01% | 0.01% | 253 | -273 | -4.34% | Q4 2025 | Jan 23, 2026 |
| Ledyard National Bank | History | No change | 6,000 | 344 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Neumann Capital Management, LLC | History | No change | 6,000 | 344 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wise Wealth Partners | History | Added to | 5,891 | 338 | 0.49% | 0.51% | 256 | +54 | 0.93% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,839 | 335 | 0.0% | 0.01% | 257 | -5,839 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 5,745 | 332 | 0.04% | 0.04% | 258 | -881 | -13.3% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 5,601 | 321 | 0.01% | 0.01% | 259 | +263 | 4.93% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,486 | 315 | 0.0% | 0.0% | 260 | +1,611 | 41.57% | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 5,496 | 315 | 0.08% | 0.09% | 261 | -678 | -10.98% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 5,402 | 310 | 0.08% | 0.05% | 262 | +48 | 0.9% | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | New | 5,220 | 301 | 0.06% | — | 263 | +5,220 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 5,150 | 295 | 0.01% | 0.02% | 264 | +211 | 4.27% | Q4 2025 | Jan 05, 2026 |
| Falcon Wealth Planning | History | Reduced | 5,116 | 293 | 0.02% | 0.03% | 265 | -139 | -2.65% | Q4 2025 | Feb 03, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 5,060 | 290 | 0.02% | 0.02% | 266 | -22 | -0.43% | Q4 2025 | Feb 06, 2026 |
| IMPACTfolio, LLC | History | Added to | 5,012 | 287 | 0.12% | 0.12% | 267 | +40 | 0.8% | Q4 2025 | Jan 07, 2026 |
| GTS SECURITIES LLC | History | New | 4,968 | 285 | 0.01% | — | 268 | +4,968 | New | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 4,742 | 272 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 4,735 | 272 | 0.15% | 0.16% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,727 | 271 | 0.02% | 0.02% | 271 | +12 | 0.25% | Q4 2025 | Feb 18, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,658 | 267 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | No change | 4,491 | 258 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLC Capital Advisors | History | New | 4,426 | 254 | 0.05% | — | 274 | +4,426 | New | Q4 2025 | Feb 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 4,400 | 252 | 0.2% | — | 276 | +4,400 | New | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 4,400 | 252 | 0.0% | 0.0% | 275 | +100 | 2.33% | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | No change | 4,318 | 248 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | No change | 4,333 | 248 | 0.07% | 0.09% | 278 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MEMBERS WEALTH LLC | History | New | 4,274 | 247 | 0.15% | — | 279 | +4,274 | New | Q4 2025 | Jan 28, 2026 |
| SONATA CAPITAL GROUP INC | History | New | 4,185 | 240 | 0.09% | — | 281 | +4,185 | New | Q4 2025 | Jan 26, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,193 | 240 | 0.0% | 0.0% | 280 | -265 | -5.94% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Reduced | 4,108 | 236 | 0.01% | 0.01% | 282 | -172 | -4.02% | Q4 2025 | Jan 27, 2026 |
| Tidemark, LLC | History | No change | 4,076 | 234 | 0.07% | 0.07% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,070 | 233 | 0.01% | 0.01% | 284 | +40 | 0.99% | Q4 2025 | Feb 03, 2026 |
| Sharper & Granite LLC | History | New | 4,020 | 230 | 0.08% | — | 285 | +4,020 | New | Q4 2025 | Jan 27, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 3,917 | 225 | 0.03% | — | 286 | +3,917 | New | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,892 | 223 | 0.0% | — | 287 | +3,892 | New | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,825 | 219 | 0.0% | 0.0% | 288 | -2,207 | -36.59% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,751 | 215 | 0.0% | 0.0% | 289 | +233 | 6.62% | Q4 2025 | Feb 12, 2026 |
| Sherman Asset Management, Inc. | History | No change | 3,744 | 215 | 0.18% | 0.18% | 290 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,690 | 212 | 0.03% | 0.03% | 291 | +36 | 0.99% | Q4 2025 | Feb 03, 2026 |
| LongView Asset Management LLC | History | New | 3,605 | 207 | 0.14% | — | 292 | +3,605 | New | Q4 2025 | Feb 09, 2026 |
| TLWM | History | No change | 3,556 | 204 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Golden State Equity Partners | History | No change | 3,550 | 203 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,381 | 194 | 0.0% | 0.0% | 295 | +83 | 2.52% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,064 | 176 | 0.01% | 0.01% | 296 | +30 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 2,667 | 153 | 0.08% | 0.07% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,376 | 136 | 0.01% | — | 298 | +2,376 | New | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,314 | 132 | 0.01% | 0.0% | 299 | +1,535 | 197.05% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,100 | 120 | 0.01% | 0.0% | 300 | +1,000 | 90.91% | Q4 2025 | Feb 06, 2026 |
| Main Management LLC | History | Reduced | 1,953 | 112 | 0.01% | 0.01% | 301 | -23 | -1.16% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 1,671 | 96 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,602 | 92 | 0.04% | — | 303 | +1,602 | New | Q4 2025 | Feb 03, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,500 | 86 | 0.0% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,450 | 83 | 0.0% | 0.0% | 305 | +250 | 20.83% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,415 | 81 | 0.0% | — | 306 | +1,415 | New | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,250 | 71 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 1,225 | 70 | 0.03% | — | 308 | +1,225 | New | Q4 2025 | Jan 27, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,165 | 66 | 0.06% | — | 309 | +1,165 | New | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,144 | 65 | 0.0% | 0.0% | 310 | -35 | -2.97% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 1,126 | 65 | 0.0% | 0.0% | 311 | +18 | 1.62% | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 877 | 50 | 0.02% | — | 313 | +877 | New | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 875 | 50 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 750 | 43 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 704 | 40 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Planning,Inc | History | No change | 700 | 40 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | New | 518 | 29 | 0.01% | — | 317 | +518 | New | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 501 | 28 | 0.0% | 0.0% | 318 | +85 | 20.43% | Q4 2025 | Feb 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 410 | 23 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 360 | 20 | 0.0% | 0.0% | 321 | +4 | 1.12% | Q4 2025 | Feb 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 355 | 20 | 0.03% | 0.03% | 322 | +1 | 0.28% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 351 | 20 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Biltmore Family Office, LLC | History | New | 244 | 14 | 0.0% | — | 323 | +244 | New | Q4 2025 | Feb 04, 2026 |
| WFA of San Diego, LLC | History | No change | 254 | 14 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 242 | 14 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 156 | 8 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 45 | 2 | 0.0% | 0.0% | 329 | -88 | -66.17% | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Team Financial Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -119,008 | -100.0% | Q3 2025 | Dec 16, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -60,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -16,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,460 | -100.0% | Q3 2025 | Oct 29, 2025 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.24% | — | -8,988 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,812 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,755 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,808 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,410 | -100.0% | Q3 2025 | Oct 30, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,213 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,851 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,817 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FCA CORP /TX | History | Closed out | 0 | 0 | — | 0.06% | — | -3,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,022 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -701 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |