iSHARES TRUST - DVYE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,218,945 | 37,982 | 0.0% | 0.0% | 1 | +125,106 | 11.44% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 1,094,334 | 34,099 | 0.02% | 0.02% | 2 | -7,068 | -0.64% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,087,489 | 33,886 | 0.0% | 0.0% | 3 | +93,853 | 9.45% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 972,150 | 30,292 | 0.11% | 0.09% | 4 | +86,966 | 9.82% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 938,171 | 29,233 | 0.0% | 0.0% | 5 | +68,558 | 7.88% | Q4 2025 | Jan 29, 2026 |
| Auto-Owners Insurance Co | History | Added to | 820,000 | 25,551 | 0.54% | 0.38% | 6 | +320,000 | 64.0% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 787,773 | 24,547 | 0.0% | 0.0% | 7 | -5,874 | -0.74% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 733,741 | 22,863 | 0.01% | 0.01% | 8 | +106,572 | 16.99% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 527,767 | 16,445 | 0.07% | 0.07% | 9 | +1,485 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 396,053 | 12,340 | 0.71% | 0.62% | 10 | +47,788 | 13.72% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 332,974 | 10,375 | 0.01% | 0.01% | 11 | +38,599 | 13.11% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 323,738 | 10,087 | 0.74% | 0.55% | 12 | +80,535 | 33.11% | Q4 2025 | Feb 10, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 311,429 | 9,704 | 3.9% | 3.77% | 13 | -9,891 | -3.08% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 303,326 | 9,451 | 0.0% | 0.0% | 14 | +42,339 | 16.22% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 282,762 | 8,810 | 0.0% | 0.01% | 15 | -973,256 | -77.49% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 277,124 | 8,635 | 0.0% | 0.0% | 16 | +113,873 | 69.75% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 271,600 | 8,463 | 0.0% | 0.0% | 17 | -225,184 | -45.33% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 269,917 | 8,410 | 0.01% | 0.01% | 18 | +130,004 | 92.92% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 267,953 | 8,349 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 241,153 | 8,022 | 2.15% | 2.56% | 20 | -11,738 | -4.64% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 253,754 | 7,906 | 0.02% | 0.02% | 21 | +4,366 | 1.75% | Q4 2025 | Jan 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 250,000 | 7,790 | 0.3% | 0.2% | 22 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 244,320 | 7,613 | 0.0% | — | 23 | +244,320 | New | Q4 2025 | Feb 17, 2026 |
| Argent Advisors, Inc. | History | Reduced | 233,532 | 7,276 | 2.03% | 2.18% | 24 | -14,994 | -6.03% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 231,832 | 7,223 | 0.01% | 0.01% | 25 | -42,072 | -15.36% | Q4 2025 | Feb 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 210,037 | 6,544 | 1.85% | 0.35% | 26 | +170,543 | 431.82% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 201,155 | 6,268 | 0.01% | 0.01% | 27 | +52,051 | 34.91% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 180,877 | 5,636 | 0.01% | 0.01% | 28 | +7,463 | 4.3% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 177,304 | 5,524 | 0.29% | 0.28% | 29 | +7,354 | 4.33% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 145,682 | 4,539 | 0.0% | 0.0% | 30 | -2,073 | -1.4% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 140,233 | 4,373 | 0.02% | 0.03% | 31 | +2,408 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 139,341 | 4,341 | 0.4% | 0.39% | 32 | +1,347 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 130,678 | 4,071 | 0.0% | 0.0% | 33 | +45,473 | 53.37% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 123,995 | 3,863 | 0.36% | 0.21% | 34 | +54,113 | 77.43% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 109,694 | 3,418 | 0.01% | 0.01% | 35 | +27,377 | 33.26% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 108,421 | 3,378 | 0.15% | 0.12% | 36 | +14,859 | 15.88% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 108,066 | 3,367 | 0.01% | 0.04% | 37 | -152,555 | -58.54% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 103,236 | 3,216 | 0.0% | 0.0% | 38 | +18,387 | 21.67% | Q4 2025 | Feb 18, 2026 |
| Grange Capital, LLC | History | Reduced | 103,144 | 3,213 | 3.08% | 2.97% | 39 | -472 | -0.46% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 100,700 | 3,210 | 0.0% | 0.0% | 40 | +12,053 | 13.6% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 97,551 | 3,039 | 0.0% | 0.0% | 41 | +9,247 | 10.47% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Added to | 96,223 | 2,998 | 0.39% | 0.39% | 42 | +1,690 | 1.79% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 96,079 | 2,993 | 0.02% | 0.02% | 43 | -4,450 | -4.43% | Q4 2025 | Feb 12, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 94,656 | 2,949 | 0.51% | 0.51% | 44 | +970 | 1.04% | Q4 2025 | Jan 29, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 93,957 | 2,927 | 0.65% | 0.73% | 45 | -1,147 | -1.21% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 89,535 | 2,789 | 0.03% | 0.03% | 46 | +2,512 | 2.89% | Q4 2025 | Feb 05, 2026 |
| Ariadne Wealth Management, LP | History | No change | 73,201 | 2,547 | 1.05% | 1.04% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Reduced | 80,164 | 2,498 | 0.15% | 0.16% | 48 | -9,441 | -10.54% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 79,529 | 2,478 | 0.02% | 0.02% | 49 | +2,959 | 3.86% | Q4 2025 | Feb 17, 2026 |
| SG Trading Solutions, LLC | History | New | 77,892 | 2,427 | 0.56% | — | 50 | +77,892 | New | Q4 2025 | Feb 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 72,208 | 2,250 | 0.01% | 0.01% | 51 | -5,561 | -7.15% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | New | 69,042 | 2,151 | 0.0% | — | 52 | +69,042 | New | Q4 2025 | Feb 13, 2026 |
| Anson Capital, Inc. | History | Added to | 63,823 | 1,988 | 1.45% | 1.02% | 53 | +18,044 | 39.42% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 60,815 | 1,903 | 0.0% | 0.0% | 54 | +50,242 | 475.19% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 55,038 | 1,714 | 0.0% | 0.0% | 55 | -11,475 | -17.25% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Added to | 52,290 | 1,626 | 0.0% | 0.0% | 56 | +40 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 51,658 | 1,609 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 51,001 | 1,589 | 0.0% | 0.0% | 58 | -3,948 | -7.18% | Q4 2025 | Feb 13, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 49,278 | 1,535 | 1.09% | 1.03% | 59 | +877 | 1.81% | Q4 2025 | Feb 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 47,739 | 1,487 | 0.17% | 0.16% | 60 | +2,941 | 6.57% | Q4 2025 | Jan 09, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 45,525 | 1,418 | 0.0% | 0.0% | 61 | -901 | -1.94% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45,313 | 1,411 | 0.0% | 0.0% | 62 | +6,420 | 16.51% | Q4 2025 | Feb 10, 2026 |
| DORVAL Corp | History | No change | 44,729 | 1,393 | 0.44% | 0.44% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 44,119 | 1,374 | 0.02% | 0.02% | 64 | +3 | 0.01% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 43,985 | 1,370 | 0.01% | 0.01% | 65 | -3,157 | -6.7% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 43,149 | 1,344 | 0.0% | 0.0% | 66 | -1,662 | -3.71% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,223 | 1,315 | 0.01% | 0.01% | 67 | +1,433 | 3.51% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 40,709 | 1,268 | 0.09% | 0.06% | 68 | +11,138 | 37.67% | Q4 2025 | Jan 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 39,691 | 1,236 | 0.02% | 0.02% | 69 | +356 | 0.91% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 39,208 | 1,221 | 0.02% | 0.02% | 70 | -82 | -0.21% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 34,945 | 1,088 | 0.02% | 0.06% | 71 | -58,127 | -62.45% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 32,017 | 997 | 0.02% | 0.02% | 72 | +216 | 0.68% | Q4 2025 | Mar 12, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 30,270 | 943 | 0.19% | 0.19% | 73 | +412 | 1.38% | Q4 2025 | Feb 03, 2026 |
| bLong Financial, LLC | History | Reduced | 28,361 | 883 | 0.62% | 0.6% | 74 | -443 | -1.54% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,865 | 868 | 0.01% | 0.0% | 75 | +3,700 | 15.31% | Q4 2025 | Jan 29, 2026 |
| Encompass More Asset Management | History | New | 27,778 | 865 | 0.16% | — | 76 | +27,778 | New | Q4 2025 | Feb 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 24,377 | 855 | 0.19% | — | 77 | +24,377 | New | Q4 2025 | Feb 24, 2026 |
| Stonebridge Wealth Management, LLC | History | New | 27,227 | 848 | 0.8% | — | 78 | +27,227 | New | Q4 2025 | Jan 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 26,957 | 839 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| 10Elms LLP | History | No change | 26,106 | 813 | 0.75% | 0.7% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,994 | 810 | 0.0% | 0.0% | 81 | -4,781 | -15.54% | Q4 2025 | Feb 05, 2026 |
| Navis Wealth Advisors, LLC | History | New | 25,525 | 795 | 0.34% | — | 83 | +25,525 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 25,535 | 795 | 0.0% | 0.0% | 82 | +23,771 | 1347.56% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 24,213 | 754 | 0.08% | 0.08% | 84 | +1 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 23,800 | 741 | 0.08% | — | 85 | +23,800 | New | Q4 2025 | Jan 20, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 23,791 | 741 | 0.25% | 0.25% | 86 | +526 | 2.26% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,983 | 716 | 0.0% | 0.0% | 87 | +9,503 | 70.5% | Q4 2025 | Feb 17, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 21,540 | 671 | 0.28% | 0.27% | 88 | +340 | 1.6% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,205 | 660 | 0.02% | 0.01% | 89 | +2,495 | 13.34% | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 18,646 | 658 | 0.19% | 0.18% | 90 | +156 | 0.84% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 20,486 | 638 | 0.0% | — | 91 | +20,486 | New | Q4 2025 | Feb 10, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 20,400 | 635 | 0.07% | 0.08% | 92 | -4,900 | -19.37% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,400 | 635 | 0.01% | 0.01% | 93 | -1,300 | -5.99% | Q4 2025 | Jan 29, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 19,454 | 622 | 0.46% | 0.5% | 94 | -1,660 | -7.86% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 19,734 | 614 | 0.2% | 0.2% | 95 | -334 | -1.66% | Q4 2025 | Jan 28, 2026 |
| Eagle Strategies LLC | History | Added to | 18,683 | 582 | 0.07% | 0.07% | 96 | +916 | 5.16% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 17,749 | 553 | 0.0% | 0.0% | 97 | -71 | -0.4% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | New | 17,726 | 552 | 0.01% | — | 98 | +17,726 | New | Q4 2025 | Feb 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,928 | 496 | 0.07% | 0.07% | 99 | +984 | 6.58% | Q4 2025 | Feb 09, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 15,879 | 494 | 0.2% | 0.2% | 100 | +170 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 14,536 | 454 | 0.44% | — | 101 | +14,536 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,502 | 451 | 0.01% | 0.01% | 102 | +2,715 | 23.03% | Q4 2025 | Jan 29, 2026 |
| Investment Research Partners LLC | History | Added to | 14,211 | 442 | 0.19% | 0.19% | 103 | +320 | 2.3% | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,785 | 429 | 0.05% | 0.06% | 104 | +1,827 | 15.28% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 13,686 | 426 | 0.0% | 0.0% | 105 | +6,596 | 93.03% | Q4 2025 | Feb 12, 2026 |
| INVESTED ADVISORS | History | New | 13,163 | 410 | 0.42% | — | 106 | +13,163 | New | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,791 | 398 | 0.0% | 0.0% | 107 | +1,841 | 16.81% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 12,693 | 395 | 0.08% | — | 108 | +12,693 | New | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,787 | 367 | 0.02% | 0.02% | 109 | +934 | 8.61% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,645 | 362 | 0.01% | 0.01% | 110 | +3,260 | 38.88% | Q4 2025 | Feb 17, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 11,617 | 362 | 0.19% | 0.22% | 111 | -1,410 | -10.82% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,589 | 361 | 0.01% | 0.01% | 112 | +760 | 7.02% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,414 | 355 | 0.02% | 0.01% | 113 | -387 | -3.28% | Q4 2025 | Feb 17, 2026 |
| Elgethun Capital Management | History | No change | 10,925 | 340 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D.B. Root & Company, LLC | History | New | 10,850 | 338 | 0.08% | — | 115 | +10,850 | New | Q4 2025 | Feb 03, 2026 |
| REDW Wealth LLC | History | No change | 10,497 | 327 | 0.12% | 0.12% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 9,606 | 299 | 0.01% | 0.0% | 117 | +5,064 | 111.49% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,500 | 296 | 0.0% | — | 118 | +9,500 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,413 | 293 | 0.01% | 0.01% | 119 | +1,371 | 17.05% | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | New | 9,145 | 284 | 0.01% | — | 121 | +9,145 | New | Q4 2025 | Jan 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,136 | 284 | 0.0% | 0.0% | 120 | -4,844 | -34.65% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Reduced | 8,909 | 277 | 0.05% | 0.05% | 122 | -650 | -6.8% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 8,620 | 268 | 0.01% | 0.01% | 123 | -508 | -5.57% | Q4 2025 | Jan 30, 2026 |
| Wedmont Private Capital | History | Added to | 8,385 | 266 | 0.01% | 0.01% | 124 | +113 | 1.37% | Q4 2025 | Jan 08, 2026 |
| CITIGROUP INC | History | New | 8,284 | 258 | 0.0% | — | 125 | +8,284 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,241 | 256 | 0.0% | 0.0% | 126 | +224 | 2.79% | Q4 2025 | Jan 12, 2026 |
| Abundance Wealth Counselors | History | Reduced | 7,671 | 239 | 0.04% | 0.04% | 127 | -194 | -2.47% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 7,647 | 238 | 0.0% | — | 128 | +7,647 | New | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | No change | 7,500 | 233 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | New | 7,395 | 230 | 0.05% | — | 130 | +7,395 | New | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 7,230 | 225 | 0.01% | — | 131 | +7,230 | New | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | No change | 7,013 | 220 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Straight Path Wealth Management | History | New | 6,850 | 213 | 0.06% | — | 133 | +6,850 | New | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | New | 6,770 | 210 | 0.0% | — | 135 | +6,770 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,753 | 210 | 0.0% | 0.0% | 134 | -1,562 | -18.79% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | New | 6,644 | 207 | 0.0% | — | 136 | +6,644 | New | Q4 2025 | Mar 09, 2026 |
| Braeburn Wealth Management LLC | History | New | 6,575 | 204 | 0.1% | — | 137 | +6,575 | New | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,492 | 202 | 0.0% | — | 138 | +6,492 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,480 | 201 | 0.0% | — | 139 | +6,480 | New | Q4 2025 | Jan 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,800 | 180 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,572 | 173 | 0.01% | 0.01% | 141 | -393 | -6.59% | Q4 2025 | Jan 26, 2026 |
| Security National Bank | History | No change | 4,947 | 154 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,750 | 85 | 0.01% | 0.01% | 143 | +406 | 17.32% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,500 | 77 | 0.01% | — | 144 | +2,500 | New | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,445 | 76 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,264 | 70 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 1,839 | 57 | 0.03% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,740 | 54 | 0.0% | — | 148 | +1,740 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,625 | 50 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 1,545 | 48 | 0.01% | — | 150 | +1,545 | New | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | New | 1,370 | 42 | 0.0% | — | 151 | +1,370 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,363 | 42 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 1,295 | 40 | 0.0% | 0.0% | 153 | -825 | -38.92% | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,263 | 39 | 0.03% | — | 154 | +1,263 | New | Q4 2025 | Feb 11, 2026 |
| Planning Project LLC | History | New | 1,216 | 37 | 0.01% | — | 155 | +1,216 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,017 | 31 | 0.03% | — | 157 | +1,017 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,003 | 31 | 0.0% | 0.0% | 156 | -4 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 939 | 29 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 850 | 26 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 857 | 26 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 806 | 25 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 636 | 19 | 0.01% | — | 164 | +636 | New | Q4 2025 | Feb 02, 2026 |
| Blume Capital Management, Inc. | History | No change | 625 | 19 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 630 | 19 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 488 | 15 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 370 | 11 | 0.0% | 0.0% | 166 | +269 | 266.34% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 263 | 8 | 0.0% | 0.0% | 168 | +3 | 1.15% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 271 | 8 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 281 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 230 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 175 | 5 | 0.0% | 0.0% | 171 | -8,234 | -97.92% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 185 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WestEnd Advisors, LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 160 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 101 | 3 | 0.0% | — | 175 | +90 | 818.18% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 101 | 3 | 0.0% | 0.0% | 176 | +1 | 1.0% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 177 | +1 | 2.0% | Q4 2025 | Jan 20, 2026 |
| Solstein Capital, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 61 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,467 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,752 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,944 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -12,544 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,293 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,856 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,797 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,470 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -114 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Mar 31, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 05, 2026 |
| Sankala Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Mar 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Glassman Wealth Services | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |