iSHARES TRUST - DIVB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 3,577,926 | 190,166 | 0.05% | 0.04% | 1 | +842,674 | 30.81% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,186,797 | 63,078 | 0.0% | 0.0% | 2 | +91,641 | 8.37% | Q4 2025 | Feb 17, 2026 |
| Paradiem, LLC | History | Added to | 977,956 | 51,978 | 12.44% | 0.39% | 3 | +945,667 | 2928.76% | Q4 2025 | Jan 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 689,600 | 36,652 | 0.43% | 0.07% | 4 | +581,322 | 536.88% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 683,830 | 36,345 | 0.2% | 0.2% | 5 | +11,997 | 1.79% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 525,995 | 27,956 | 3.24% | 3.25% | 6 | +8,626 | 1.67% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 520,617 | 27,670 | 0.03% | 0.03% | 7 | +45,692 | 9.62% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 504,245 | 26,951 | 4.18% | — | 8 | +504,245 | New | Q4 2025 | Jan 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 409,667 | 21,930 | 0.03% | 0.04% | 9 | -21,306 | -4.94% | Q4 2025 | Mar 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 391,807 | 20,824 | 0.28% | 0.29% | 10 | -20,163 | -4.89% | Q4 2025 | Feb 13, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 297,407 | 15,807 | 2.65% | 2.25% | 11 | +58,270 | 24.37% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 290,919 | 15,462 | 0.11% | 0.1% | 12 | +23,516 | 8.79% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 285,878 | 15,194 | 3.07% | 2.88% | 13 | +23,757 | 9.06% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Reduced | 280,108 | 14,887 | 0.65% | 0.67% | 14 | -1,009 | -0.36% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 249,273 | 13,248 | 0.02% | 0.02% | 15 | +27,453 | 12.38% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 244,014 | 12,969 | 0.14% | 0.0% | 16 | +240,599 | 7045.36% | Q4 2025 | Jan 23, 2026 |
| Welch Financial Planning, LLC | History | New | 228,474 | 12,143 | 8.84% | — | 17 | +228,474 | New | Q4 2025 | Feb 02, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 198,886 | 10,570 | 2.48% | 2.45% | 18 | +8,743 | 4.6% | Q4 2025 | Jan 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 193,915 | 10,306 | 0.38% | 0.53% | 19 | -21,753 | -10.09% | Q4 2025 | Feb 09, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 183,516 | 9,753 | 3.55% | 3.93% | 20 | +8,003 | 4.56% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | New | 175,268 | 9,315 | 0.04% | — | 21 | +175,268 | New | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | Added to | 154,258 | 8,198 | 3.53% | 3.28% | 22 | +12,325 | 8.68% | Q4 2025 | Feb 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 124,948 | 6,641 | 0.0% | 0.0% | 23 | +2,131 | 1.74% | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 103,024 | 5,475 | 1.06% | 1.04% | 24 | +1,160 | 1.14% | Q4 2025 | Feb 11, 2026 |
| Breakwater Capital Group | History | Added to | 99,949 | 5,312 | 0.74% | 0.75% | 25 | +2,601 | 2.67% | Q4 2025 | Jan 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 96,183 | 5,112 | 0.29% | 0.27% | 26 | +11,450 | 13.51% | Q4 2025 | Feb 04, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 79,717 | 4,236 | 3.48% | 4.12% | 27 | -44 | -0.06% | Q4 2025 | Feb 02, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 76,320 | 4,056 | 0.45% | 0.5% | 28 | -2,938 | -3.71% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,028 | 3,987 | 0.02% | 0.02% | 29 | +6,169 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 74,265 | 3,947 | 2.32% | 2.24% | 30 | -349 | -0.47% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 65,255 | 3,468 | 0.0% | 0.0% | 31 | +8,776 | 15.54% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 62,687 | 3,331 | 0.0% | 0.0% | 32 | -7,141 | -10.23% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 62,439 | 3,318 | 0.0% | 0.0% | 33 | +8,761 | 16.32% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 55,574 | 2,954 | 0.01% | 0.01% | 34 | +10,700 | 23.84% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Reduced | 55,419 | 2,945 | 0.1% | 0.11% | 35 | -1,310 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 54,255 | 2,883 | 1.45% | 1.2% | 36 | +10,073 | 22.8% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 53,370 | 2,836 | 0.0% | 0.0% | 37 | -1,510 | -2.75% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 52,872 | 2,810 | 0.13% | 0.11% | 38 | +3,847 | 7.85% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,375 | 2,783 | 0.0% | 0.0% | 39 | +3,674 | 7.54% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,228 | 2,722 | 0.01% | 0.01% | 40 | +11,397 | 28.61% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,758 | 2,538 | 0.06% | 0.08% | 41 | -9,457 | -16.53% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 44,769 | 2,379 | 0.08% | 0.08% | 42 | +3,524 | 8.54% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,142 | 2,240 | 0.0% | 0.0% | 43 | -1,451 | -3.33% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 39,366 | 2,092 | 0.16% | 0.18% | 44 | -3,184 | -7.48% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,533 | 1,995 | 0.01% | 0.01% | 45 | -1,981 | -5.01% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,486 | 1,832 | 0.03% | 0.03% | 46 | +955 | 2.85% | Q4 2025 | Feb 09, 2026 |
| IRON Financial LLC | History | Added to | 32,086 | 1,705 | 0.78% | 0.63% | 47 | +6,796 | 26.87% | Q4 2025 | Jan 22, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 31,570 | 1,677 | 0.96% | 1.02% | 48 | -707 | -2.19% | Q4 2025 | Jan 23, 2026 |
| PEOPLES BANK /OH | History | Reduced | 30,711 | 1,632 | 1.01% | 1.01% | 49 | -836 | -2.65% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,108 | 1,600 | 0.07% | 0.08% | 50 | +1,832 | 6.48% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 29,945 | 1,592 | 0.0% | 0.0% | 51 | +6,270 | 26.48% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 28,202 | 1,499 | 0.03% | 0.04% | 52 | -9,172 | -24.54% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 27,322 | 1,452 | 0.02% | 0.03% | 53 | -27 | -0.1% | Q4 2025 | Mar 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 25,660 | 1,363 | 0.0% | 0.0% | 54 | -16,732 | -39.47% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,152 | 1,231 | 0.0% | — | 55 | +23,152 | New | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Reduced | 22,746 | 1,208 | 0.18% | 0.25% | 56 | -9,303 | -29.03% | Q4 2025 | Feb 02, 2026 |
| Sovran Advisors, LLC | History | Reduced | 21,776 | 1,191 | 0.1% | 0.12% | 57 | -4,921 | -18.43% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,389 | 1,189 | 0.0% | 0.0% | 58 | +4,728 | 26.77% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 20,862 | 1,108 | 0.18% | 0.18% | 59 | -350 | -1.65% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,371 | 1,082 | 0.01% | 0.01% | 60 | +978 | 5.04% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,823 | 1,077 | 0.0% | 0.0% | 61 | -794 | -3.85% | Q4 2025 | Jan 08, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 19,122 | 1,016 | 0.77% | 0.75% | 62 | +1,163 | 6.48% | Q4 2025 | Jan 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 18,501 | 983 | 0.02% | 0.02% | 63 | +225 | 1.23% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,989 | 956 | 0.0% | 0.0% | 64 | -2,777 | -13.37% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 17,893 | 951 | 0.02% | 0.02% | 65 | +870 | 5.11% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,892 | 950 | 0.02% | 0.02% | 66 | +315 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | No change | 17,188 | 913 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 16,937 | 900 | 0.58% | 0.74% | 68 | -3,689 | -17.89% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,716 | 888 | 0.01% | 0.01% | 69 | -878 | -4.99% | Q4 2025 | Jan 20, 2026 |
| SFG Wealth Management, LLC. | History | No change | 16,315 | 867 | 0.34% | 0.37% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 15,667 | 832 | 0.03% | 0.03% | 71 | +2,036 | 14.94% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,819 | 734 | 0.0% | 0.0% | 72 | -6,527 | -32.08% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 12,990 | 690 | 0.02% | 0.02% | 73 | -74 | -0.57% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | New | 11,979 | 636 | 0.0% | — | 74 | +11,979 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,716 | 622 | 0.09% | 0.08% | 75 | +2,578 | 28.21% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,567 | 614 | 0.0% | 0.0% | 76 | +11,363 | 5570.1% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,047 | 587 | 0.01% | 0.01% | 77 | +22 | 0.2% | Q4 2025 | Feb 19, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 10,724 | 569 | 0.13% | 0.17% | 78 | -3,330 | -23.69% | Q4 2025 | Jan 16, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 10,635 | 565 | 0.26% | 0.26% | 79 | -100 | -0.93% | Q4 2025 | Jan 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,415 | 553 | 0.16% | 0.17% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 9,581 | 509 | 0.01% | 0.01% | 81 | +2,116 | 28.35% | Q4 2025 | Jan 30, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 9,304 | 505 | 0.02% | 0.02% | 82 | -1,721 | -15.61% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,527 | 453 | 0.01% | 0.01% | 83 | -337 | -3.8% | Q4 2025 | Feb 17, 2026 |
| Collier Financial | History | Added to | 8,170 | 434 | 0.33% | 0.29% | 84 | +672 | 8.96% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,115 | 431 | 0.0% | — | 85 | +8,115 | New | Q4 2025 | Mar 25, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 7,966 | 423 | 0.23% | 0.23% | 86 | +9 | 0.11% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 7,814 | 415 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,351 | 390 | 0.0% | 0.0% | 88 | +1,661 | 29.19% | Q4 2025 | Feb 17, 2026 |
| PFG Private Wealth Management, LLC | History | New | 6,871 | 365 | 0.16% | — | 89 | +6,871 | New | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,838 | 363 | 0.0% | 0.0% | 90 | +928 | 15.7% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,588 | 350 | 0.03% | 0.02% | 91 | +1,977 | 42.88% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,460 | 343 | 0.01% | — | 92 | +6,460 | New | Q4 2025 | Jan 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 6,383 | 339 | 0.04% | 0.04% | 93 | +5 | 0.08% | Q4 2025 | Jan 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,376 | 338 | 0.09% | 0.09% | 94 | +928 | 17.03% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | New | 6,129 | 325 | 0.01% | — | 95 | +6,129 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,075 | 322 | 0.04% | 0.05% | 96 | +96 | 1.61% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,908 | 314 | 0.02% | 0.02% | 97 | +123 | 2.13% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,818 | 309 | 0.01% | 0.01% | 98 | +8 | 0.14% | Q4 2025 | Jan 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 5,740 | 305 | 0.08% | 0.09% | 99 | -259 | -4.32% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Added to | 5,547 | 294 | 0.01% | 0.01% | 100 | +317 | 6.06% | Q4 2025 | Feb 06, 2026 |
| Citizens National Bank Trust Department | History | Added to | 5,189 | 275 | 0.05% | 0.05% | 101 | +341 | 7.03% | Q4 2025 | Jan 30, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 5,161 | 274 | 0.16% | 0.14% | 102 | -19 | -0.37% | Q4 2025 | Feb 10, 2026 |
| Shepherd Financial Partners LLC | History | No change | 5,097 | 270 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,985 | 264 | 0.03% | 0.04% | 104 | +47 | 0.95% | Q4 2025 | Feb 04, 2026 |
| Gouws Capital LLC | History | New | 4,950 | 263 | 0.14% | — | 106 | +4,950 | New | Q4 2025 | Feb 02, 2026 |
| TruWealth Advisors, LLC | History | No change | 4,951 | 263 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 4,900 | 260 | 0.13% | — | 107 | +4,900 | New | Q4 2025 | Mar 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,863 | 258 | 0.0% | 0.01% | 108 | -8,366 | -63.24% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Reduced | 4,770 | 253 | 0.02% | 0.03% | 109 | -11 | -0.23% | Q4 2025 | Jan 12, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,715 | 250 | 0.13% | 0.11% | 110 | +648 | 15.93% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 4,693 | 249 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,527 | 240 | 0.0% | 0.0% | 112 | +568 | 14.35% | Q4 2025 | Feb 11, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 4,500 | 239 | 0.06% | 0.07% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,464 | 237 | 0.14% | 0.14% | 114 | +252 | 5.98% | Q4 2025 | Jan 16, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | New | 4,360 | 231 | 0.11% | — | 115 | +4,360 | New | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Reduced | 4,281 | 227 | 0.02% | 0.02% | 116 | -951 | -18.18% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,235 | 225 | 0.01% | — | 117 | +4,235 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | New | 4,225 | 224 | 0.0% | — | 118 | +4,225 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,092 | 217 | 0.0% | 0.0% | 119 | -46 | -1.11% | Q4 2025 | Feb 06, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 3,941 | 209 | 0.09% | 0.08% | 120 | +22 | 0.56% | Q4 2025 | Jan 30, 2026 |
| Next Capital Management LLC | History | New | 3,854 | 204 | 0.07% | — | 121 | +3,854 | New | Q4 2025 | Feb 11, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 3,841 | 204 | 0.17% | — | 122 | +3,841 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | New | 3,828 | 203 | 0.03% | — | 123 | +3,828 | New | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,341 | 177 | 0.0% | 0.0% | 124 | -127 | -3.66% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 3,030 | 161 | 0.0% | 0.0% | 125 | +283 | 10.3% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 2,975 | 158 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,152 | 114 | 0.0% | 0.0% | 127 | +8 | 0.37% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,007 | 106 | 0.09% | 0.09% | 128 | +14 | 0.7% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | New | 1,323 | 70 | 0.0% | — | 129 | +1,323 | New | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 1,101 | 58 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 53 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Miller Capital Partners, Inc. | History | New | 750 | 39 | 0.02% | — | 132 | +750 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 707 | 37 | 0.0% | 0.0% | 133 | +5 | 0.71% | Q4 2025 | Feb 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 594 | 31 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 379 | 20 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Advantage Trust Co | History | No change | 375 | 19 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 276 | 14 | 0.0% | 0.0% | 137 | +22 | 8.66% | Q4 2025 | Jan 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 274 | 14 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | New | 259 | 13 | 0.0% | — | 139 | +259 | New | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 220 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 200 | 10 | 0.0% | 0.0% | 141 | -799 | -79.98% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 143 | 7 | 0.0% | 0.0% | 142 | -118 | -45.21% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 92 | 4 | 0.0% | 0.0% | 144 | +1 | 1.1% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 83 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | New | 36 | 1 | 0.0% | — | 145 | +36 | New | Q4 2025 | Feb 06, 2026 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -13,621 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,397 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,273 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,730 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,112 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -827 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 04, 2025 |
| REAP Financial Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |