iSHARES TRUST - DMXF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 844,783 | 63,493 | 0.0% | 0.0% | 1 | +22,762 | 2.77% | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 732,980 | 55,036 | 5.29% | 5.58% | 2 | +1,582 | 0.22% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 357,561 | 26,874 | 0.03% | 0.03% | 3 | +30,107 | 9.19% | Q4 2025 | Feb 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 235,791 | 17,722 | 9.26% | — | 4 | +235,791 | New | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 233,148 | 17,523 | 0.52% | 0.53% | 5 | +6,432 | 2.84% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 176,920 | 13,297 | 0.05% | — | 6 | +176,920 | New | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 145,106 | 10,906 | 0.12% | 0.11% | 7 | +14,635 | 11.22% | Q4 2025 | Feb 12, 2026 |
| Values Added Financial LLC | History | Added to | 95,967 | 7,212 | 3.04% | 3.0% | 8 | +6,927 | 7.78% | Q4 2025 | Jan 16, 2026 |
| BAILARD, INC. | History | Added to | 89,862 | 6,754 | 0.15% | 0.13% | 9 | +11,447 | 14.6% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 85,031 | 6,390 | 0.0% | 0.0% | 10 | +24,867 | 41.33% | Q4 2025 | Feb 11, 2026 |
| Accredited Investors Inc. | History | Added to | 83,409 | 6,269 | 0.33% | 0.34% | 11 | +3,712 | 4.66% | Q4 2025 | Feb 05, 2026 |
| Financial Connections Group, Inc. | History | Added to | 77,169 | 5,800 | 1.99% | 2.26% | 12 | +771 | 1.01% | Q4 2025 | Jan 23, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 65,321 | 4,909 | 3.1% | 3.11% | 13 | -1,360 | -2.04% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 62,796 | 4,719 | 0.0% | 0.0% | 14 | -6,222 | -9.02% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 62,447 | 4,693 | 0.01% | 0.01% | 15 | -6,212 | -9.05% | Q4 2025 | Feb 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 62,024 | 4,661 | 3.31% | 3.41% | 16 | +357 | 0.58% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 58,319 | 4,383 | 0.14% | 0.67% | 17 | -160,862 | -73.39% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 55,410 | 4,164 | 0.0% | 0.0% | 18 | +547 | 1.0% | Q4 2025 | Jan 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 54,272 | 4,079 | 0.62% | 0.59% | 19 | +4,647 | 9.36% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 53,382 | 4,012 | 0.0% | 0.0% | 20 | -4,345 | -7.53% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 48,562 | 3,650 | 0.01% | 0.01% | 21 | +2,206 | 4.76% | Q4 2025 | Jan 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 47,802 | 3,592 | 0.5% | 0.53% | 22 | +3,920 | 8.93% | Q4 2025 | Jan 21, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 45,614 | 3,428 | 0.5% | 0.54% | 23 | -2,034 | -4.27% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 43,715 | 3,278 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 42,022 | 3,158 | 2.02% | 2.05% | 25 | +15 | 0.04% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 40,698 | 3,058 | 0.0% | 0.0% | 26 | -3,820 | -8.58% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 40,072 | 3,011 | 0.0% | 0.0% | 27 | +751 | 1.91% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,844 | 2,995 | 0.0% | — | 28 | +39,844 | New | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 38,445 | 2,889 | 0.18% | 0.18% | 29 | -1,196 | -3.02% | Q4 2025 | Jan 21, 2026 |
| Equita Financial Network, Inc. | History | Added to | 38,422 | 2,887 | 0.87% | 0.96% | 30 | +1,076 | 2.88% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,009 | 2,480 | 0.0% | 0.0% | 31 | +32,105 | 3551.44% | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 32,379 | 2,433 | 0.98% | 1.08% | 32 | +1,049 | 3.35% | Q4 2025 | Jan 21, 2026 |
| Atwater Malick LLC | History | Added to | 32,273 | 2,425 | 0.67% | 0.7% | 33 | +455 | 1.43% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 32,026 | 2,407 | 0.0% | 0.0% | 34 | -2,264 | -6.6% | Q4 2025 | Mar 09, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 31,168 | 2,342 | 1.16% | 1.18% | 35 | +2,798 | 9.86% | Q4 2025 | Jan 26, 2026 |
| Fiera Capital Corp | History | Added to | 30,315 | 2,278 | 0.01% | 0.01% | 36 | +5,300 | 21.19% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,860 | 2,244 | 0.0% | 0.0% | 37 | -3,251 | -9.82% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 29,560 | 2,222 | 0.0% | 0.0% | 38 | +26,830 | 982.78% | Q4 2025 | Feb 05, 2026 |
| Arjuna Capital | History | No change | 29,238 | 2,197 | 0.54% | 0.55% | 39 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,841 | 2,167 | 0.04% | 0.03% | 40 | +8,536 | 42.04% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 28,307 | 2,127 | 0.04% | 0.0% | 41 | +25,618 | 952.7% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 27,479 | 2,065 | 0.01% | — | 42 | +27,479 | New | Q4 2025 | Feb 13, 2026 |
| SOFI WEALTH, LLC | History | Added to | 27,270 | 2,049 | 0.1% | 0.09% | 43 | +4,842 | 21.59% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,196 | 1,893 | 0.01% | 0.01% | 44 | +285 | 1.14% | Q4 2025 | Feb 18, 2026 |
| XY Planning Network, Inc. | History | Added to | 24,019 | 1,805 | 0.31% | 0.53% | 45 | +3,182 | 15.27% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,788 | 1,787 | 0.0% | 0.0% | 46 | +892 | 3.9% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,879 | 1,719 | 0.0% | 0.0% | 47 | +1,043 | 4.78% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 20,819 | 1,564 | 0.0% | 0.0% | 48 | +1,831 | 9.64% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,298 | 1,525 | 0.0% | 0.0% | 49 | -7,686 | -27.47% | Q4 2025 | Feb 12, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 19,618 | 1,510 | 0.91% | 0.96% | 50 | +272 | 1.41% | Q4 2025 | Jan 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 19,970 | 1,500 | 0.24% | 0.26% | 51 | +150 | 0.76% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,744 | 1,483 | 0.0% | 0.0% | 52 | -47,890 | -70.81% | Q4 2025 | Feb 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 19,450 | 1,461 | 0.26% | 0.27% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | Reduced | 19,329 | 1,452 | 0.19% | 0.21% | 54 | -742 | -3.7% | Q4 2025 | Jan 16, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 18,242 | 1,371 | 0.16% | 0.16% | 55 | +993 | 5.76% | Q4 2025 | Jan 20, 2026 |
| Plancorp, LLC | History | No change | 18,163 | 1,365 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 17,010 | 1,278 | 0.0% | 0.0% | 57 | +1,162 | 7.33% | Q4 2025 | Feb 17, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Added to | 16,351 | 1,228 | 1.09% | 0.69% | 58 | +6,130 | 59.97% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Financial Management LLC | History | New | 15,801 | 1,187 | 1.11% | — | 59 | +15,801 | New | Q4 2025 | Feb 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,319 | 1,151 | 0.4% | 0.4% | 60 | +1,312 | 9.37% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,962 | 1,124 | 0.01% | 0.01% | 61 | +1,281 | 9.36% | Q4 2025 | Feb 18, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 14,310 | 1,075 | 0.13% | 0.16% | 62 | -2,619 | -15.47% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 14,012 | 1,053 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,940 | 1,047 | 0.0% | 0.0% | 64 | -9,461 | -40.43% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 13,307 | 1,000 | 0.13% | — | 65 | +13,307 | New | Q4 2025 | Feb 04, 2026 |
| VERITY Wealth Advisors | History | No change | 13,266 | 997 | 0.62% | 0.63% | 66 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,209 | 992 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,183 | 990 | 0.01% | 0.01% | 68 | +1,671 | 14.52% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,716 | 955 | 0.04% | 0.04% | 69 | +582 | 4.8% | Q4 2025 | Feb 10, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 12,344 | 927 | 0.06% | 0.07% | 70 | -1,068 | -7.96% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Added to | 12,276 | 922 | 0.02% | 0.02% | 71 | +1,390 | 12.77% | Q4 2025 | Jan 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,746 | 882 | 0.01% | 0.01% | 72 | -1,865 | -13.7% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,979 | 825 | 0.01% | 0.02% | 73 | -1,163 | -9.58% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,847 | 815 | 0.0% | 0.0% | 74 | +557 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,840 | 814 | 0.01% | 0.01% | 75 | +945 | 9.55% | Q4 2025 | Jan 20, 2026 |
| Magnus Financial Group LLC | History | Added to | 10,679 | 802 | 0.06% | 0.06% | 76 | +279 | 2.68% | Q4 2025 | Jan 07, 2026 |
| Urban Financial Advisory Corp | History | Added to | 10,606 | 797 | 0.31% | 0.36% | 77 | +343 | 3.34% | Q4 2025 | Feb 04, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 10,181 | 765 | 0.26% | 0.29% | 78 | -1,081 | -9.6% | Q4 2025 | Jan 12, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 9,190 | 690 | 0.02% | 0.02% | 79 | -46 | -0.5% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,155 | 688 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,063 | 681 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 8,889 | 668 | 0.0% | 0.0% | 82 | -360 | -3.89% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,789 | 661 | 0.0% | 0.0% | 83 | -1,687 | -16.1% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | No change | 8,622 | 648 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 8,216 | 617 | 0.11% | 0.14% | 85 | -1,491 | -15.36% | Q4 2025 | Jan 14, 2026 |
| MA Private Wealth | History | Added to | 7,997 | 601 | 0.1% | 0.1% | 86 | +36 | 0.45% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 7,967 | 598 | 0.0% | 0.0% | 87 | +241 | 3.12% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,616 | 572 | 0.0% | 0.01% | 88 | -14,933 | -66.22% | Q4 2025 | Jan 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 7,592 | 570 | 0.03% | 0.03% | 89 | +308 | 4.23% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,224 | 542 | 0.0% | 0.0% | 90 | -83 | -1.14% | Q4 2025 | Feb 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 6,980 | 524 | 0.12% | 0.12% | 91 | +352 | 5.31% | Q4 2025 | Jan 15, 2026 |
| Savant Capital, LLC | History | Added to | 6,969 | 523 | 0.0% | 0.0% | 92 | +226 | 3.35% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 6,918 | 520 | 0.0% | 0.0% | 93 | -83,516 | -92.35% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 6,259 | 508 | 0.21% | 0.21% | 94 | +47 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 6,750 | 507 | 0.46% | — | 95 | +6,750 | New | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,404 | 481 | 0.0% | 0.0% | 96 | -2 | -0.03% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 6,360 | 478 | 0.0% | 0.0% | 97 | -3,116 | -32.88% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 6,331 | 475 | 0.0% | 0.0% | 98 | +3,199 | 102.14% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 5,934 | 459 | 0.06% | 0.06% | 99 | +351 | 6.29% | Q4 2025 | Jan 14, 2026 |
| Haverford Trust Co | History | No change | 6,054 | 455 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,002 | 451 | 0.05% | 0.05% | 101 | +42 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,979 | 449 | 0.0% | 0.0% | 102 | +70 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 5,853 | 439 | 0.05% | 0.05% | 103 | +614 | 11.72% | Q4 2025 | Jan 07, 2026 |
| Financially in Tune, LLC | History | New | 5,760 | 432 | 0.4% | — | 104 | +5,760 | New | Q4 2025 | Feb 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,712 | 429 | 0.01% | 0.01% | 105 | +130 | 2.33% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL PLC | History | Reduced | 5,700 | 428 | 0.0% | 0.0% | 106 | -1,300 | -18.57% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,463 | 410 | 0.0% | 0.02% | 107 | -18,010 | -76.73% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,395 | 405 | 0.02% | — | 108 | +5,395 | New | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,204 | 391 | 0.0% | 0.0% | 109 | +135 | 2.66% | Q4 2025 | Feb 17, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 4,830 | 363 | 0.11% | 0.12% | 110 | +26 | 0.54% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,706 | 353 | 0.01% | 0.01% | 111 | +180 | 3.98% | Q4 2025 | Jan 13, 2026 |
| Optas, LLC | History | Reduced | 4,671 | 351 | 0.05% | 0.06% | 112 | -26 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 4,581 | 344 | 0.03% | 0.03% | 113 | -1,777 | -27.95% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,528 | 340 | 0.0% | 0.0% | 114 | -1,195 | -20.88% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,434 | 333 | 0.01% | 0.01% | 115 | +389 | 9.62% | Q4 2025 | Feb 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 4,300 | 323 | 0.0% | 0.0% | 116 | +600 | 16.22% | Q4 2025 | Feb 17, 2026 |
| Humankind Investments LLC | History | Added to | 4,298 | 323 | 0.14% | 0.07% | 117 | +89 | 2.11% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 4,143 | 311 | 0.01% | 0.01% | 118 | -47 | -1.12% | Q4 2025 | Jan 20, 2026 |
| Composition Wealth, LLC | History | Added to | 4,105 | 308 | 0.0% | 0.0% | 119 | +36 | 0.88% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,046 | 304 | 0.01% | 0.01% | 120 | +102 | 2.59% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,969 | 298 | 0.01% | 0.01% | 121 | +214 | 5.7% | Q4 2025 | Jan 21, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 3,776 | 283 | 0.13% | — | 123 | +3,776 | New | Q4 2025 | Feb 10, 2026 |
| Portfolio Design Labs, LLC | History | No change | 3,766 | 283 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,749 | 281 | 0.01% | 0.01% | 124 | +15 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Reduced | 3,634 | 273 | 0.04% | 0.04% | 126 | -27 | -0.74% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,635 | 273 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 3,529 | 265 | 0.09% | 0.1% | 127 | +23 | 0.66% | Q4 2025 | Jan 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,460 | 260 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,429 | 257 | 0.04% | 0.04% | 129 | +13 | 0.38% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,292 | 254 | 0.0% | 0.0% | 130 | -1,473 | -30.91% | Q4 2025 | Jan 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | New | 3,280 | 246 | 0.05% | — | 131 | +3,280 | New | Q4 2025 | Jan 27, 2026 |
| West Wealth Group, LLC | History | Added to | 3,085 | 231 | 0.05% | 0.05% | 132 | +36 | 1.18% | Q4 2025 | Jan 26, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 3,049 | 229 | 0.01% | 0.01% | 133 | -4 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,991 | 224 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | No change | 2,973 | 223 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | New | 2,911 | 218 | 0.04% | — | 136 | +2,911 | New | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | New | 2,909 | 218 | 0.01% | — | 137 | +2,909 | New | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,882 | 216 | 0.0% | 0.01% | 138 | -5,245 | -64.54% | Q4 2025 | Feb 03, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 2,883 | 216 | 0.09% | 0.12% | 139 | -708 | -19.72% | Q4 2025 | Jan 21, 2026 |
| RKL Wealth Management LLC | History | Added to | 2,833 | 212 | 0.02% | 0.02% | 140 | +92 | 3.36% | Q4 2025 | Feb 12, 2026 |
| Aufman Associates Inc | History | Added to | 2,819 | 211 | 0.11% | 0.12% | 141 | +91 | 3.34% | Q4 2025 | Feb 11, 2026 |
| J. Mark Nickell & Co. | History | New | 2,775 | 208 | 0.19% | — | 142 | +2,775 | New | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,763 | 207 | 0.0% | — | 143 | +2,763 | New | Q4 2025 | Feb 17, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,692 | 202 | 0.04% | 0.04% | 144 | +16 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 2,687 | 201 | 0.1% | 0.11% | 145 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 2,667 | 200 | 0.01% | — | 146 | +2,667 | New | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,500 | 187 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,411 | 181 | 0.16% | — | 148 | +2,411 | New | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,355 | 176 | 0.02% | 0.03% | 149 | -258 | -9.87% | Q4 2025 | Jan 29, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 2,335 | 175 | 0.04% | 0.04% | 150 | -16 | -0.68% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | No change | 2,218 | 166 | 0.01% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 2,036 | 153 | 0.0% | 0.0% | 152 | -217 | -9.63% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 1,964 | 147 | 0.0% | 0.0% | 153 | +789 | 67.15% | Q4 2025 | Jan 30, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 1,816 | 136 | 0.01% | — | 155 | +1,816 | New | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Added to | 1,572 | 136 | 0.01% | 0.01% | 154 | +424 | 36.93% | Q4 2025 | Jan 23, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,485 | 111 | 0.09% | — | 156 | +1,485 | New | Q4 2025 | Feb 17, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 1,354 | 101 | 0.04% | 0.05% | 157 | -85 | -5.91% | Q4 2025 | Feb 04, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,265 | 95 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,134 | 85 | 0.0% | 0.0% | 159 | -429 | -27.45% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,098 | 82 | 0.0% | 0.0% | 160 | -565 | -33.97% | Q4 2025 | Mar 16, 2026 |
| Armor Investment Advisors, LLC | History | New | 991 | 74 | 0.03% | — | 161 | +991 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 831 | 62 | 0.02% | 0.0% | 162 | +576 | 225.88% | Q4 2025 | Jan 29, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 769 | 58 | 0.01% | 0.01% | 163 | +13 | 1.72% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 679 | 50 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 678 | 50 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 660 | 49 | 0.0% | 0.0% | 166 | -4 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 532 | 39 | 0.02% | 0.02% | 167 | +17 | 3.3% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 478 | 35 | 0.0% | — | 168 | +478 | New | Q4 2025 | Mar 04, 2026 |
| CIBC Private Wealth Group LLC | History | New | 446 | 33 | 0.0% | — | 169 | +446 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 419 | 31 | 0.03% | 0.02% | 170 | +165 | 64.96% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 363 | 27 | 0.0% | 0.0% | 171 | +19 | 5.52% | Q4 2025 | Feb 17, 2026 |
| BIRCHBROOK, INC. | History | Added to | 304 | 22 | 0.01% | 0.01% | 172 | +57 | 23.08% | Q4 2025 | Feb 04, 2026 |
| Sankala Group LLC | History | New | 203 | 16 | 0.01% | — | 173 | +203 | New | Q4 2025 | Mar 02, 2026 |
| BESSEMER GROUP INC | History | New | 180 | 14 | 0.0% | — | 174 | +180 | New | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | No change | 197 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 172 | 12 | 0.0% | 0.0% | 176 | -815 | -82.57% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 166 | 12 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 130 | 9 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 116 | 8 | 0.0% | — | 179 | +116 | New | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 58 | 4 | 0.0% | 0.0% | 181 | +9 | 18.37% | Q4 2025 | Jan 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 51 | 3 | 0.0% | 0.0% | 183 | -169 | -76.82% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 184 | -8 | -22.22% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 35 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 16 | 1 | 0.0% | — | 187 | +16 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 20 | 1 | 0.0% | 0.0% | 186 | +1 | 5.26% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILLIE GIFFORD & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -35,400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -6,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.13% | — | -5,647 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,886 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,991 | -100.0% | Q3 2025 | Nov 19, 2025 |
| EQ LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,867 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,694 | -100.0% | Q3 2025 | Oct 22, 2025 |
| LIFELONG WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,583 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,956 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,897 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,575 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,416 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,987 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -635 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Larson Financial Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | — | — | -8 | -61.54% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kilter Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |