iShares, Inc. - EEMA
Detailed investor-level table based on 13F positions.
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 | Reduced | 2,474,010 | 232,606 | 0.02% | 0.02% | 1 | -97,665 | -3.8% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,810,193 | 170,194 | 0.05% | 0.05% | 2 | -78,039 | -4.13% | Q4 2025 | Feb 10, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 1,692,428 | 159,123 | 3.71% | 3.94% | 3 | -142,235 | -7.75% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,669,095 | 156,928 | 0.05% | 0.05% | 4 | -80,860 | -4.62% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,530,734 | 143,920 | 0.33% | 0.35% | 5 | -95,809 | -5.89% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 850,653 | 79,978 | 0.11% | 0.11% | 6 | -57,706 | -6.35% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 652,800 | 61,376 | 0.03% | 0.04% | 7 | -20,884 | -3.1% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 392,640 | 36,915 | 0.42% | 0.4% | 8 | -4,053 | -1.02% | Q4 2025 | Feb 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 329,630 | 30,991 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 329,604 | 30,989 | 0.01% | 0.01% | 10 | -3,173 | -0.95% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 316,205 | 29,729 | 0.06% | 0.06% | 11 | +20,426 | 6.91% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 287,398 | 27,021 | 0.0% | — | 12 | +287,398 | New | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 230,654 | 21,686 | 0.32% | 0.28% | 13 | +27,861 | 13.74% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 168,883 | 15,878 | 1.77% | — | 14 | +168,883 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 144,936 | 13,626 | 0.0% | 0.0% | 15 | +1,044 | 0.73% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 118,993 | 11,187 | 0.01% | 0.01% | 16 | +45,917 | 62.83% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 101,515 | 9,544 | 0.0% | 0.0% | 17 | -991 | -0.97% | Q4 2025 | Feb 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 98,240 | 9,236 | 0.63% | — | 18 | +98,240 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 80,736 | 7,590 | 0.0% | 0.0% | 19 | +48,008 | 146.69% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 71,282 | 6,701 | 0.0% | 0.0% | 20 | -4,034 | -5.36% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 70,496 | 6,628 | 0.15% | 0.16% | 21 | -290 | -0.41% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 58,411 | 5,491 | 0.03% | 0.0% | 22 | +49,412 | 549.08% | Q4 2025 | Jan 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 56,978 | 5,357 | 0.4% | 0.39% | 23 | +173 | 0.3% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 48,348 | 4,545 | 0.0% | 0.0% | 24 | +1,647 | 3.53% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 45,821 | 4,308 | 0.0% | 0.01% | 25 | -2,057 | -4.3% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 44,900 | 4,221 | 0.0% | 0.0% | 26 | -3,800 | -7.8% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 44,052 | 4,141 | 0.02% | 0.03% | 27 | -7,418 | -14.41% | Q4 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 41,983 | 3,947 | 0.0% | 0.0% | 28 | +734 | 1.78% | Q4 2025 | Feb 11, 2026 |
| SSA SWISS ADVISORS AG | History | Added to | 41,325 | 3,890 | 1.81% | 1.38% | 29 | +8,897 | 27.44% | Q4 2025 | Feb 26, 2026 |
| Atria Investments, Inc | History | Reduced | 38,104 | 3,582 | 0.04% | 0.04% | 30 | -2,793 | -6.83% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 37,274 | 3,504 | 0.01% | 0.01% | 31 | +1,013 | 2.79% | Q4 2025 | Feb 11, 2026 |
| AlTi Global, Inc. | History | Added to | 32,429 | 3,474 | 0.07% | 0.06% | 32 | +2,685 | 9.03% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33,544 | 3,153 | 0.0% | 0.0% | 33 | -2,172 | -6.08% | Q4 2025 | Feb 06, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 30,604 | 2,877 | 1.57% | 1.54% | 34 | -1,436 | -4.48% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 28,619 | 2,689 | 0.0% | 0.0% | 35 | -9,470 | -24.86% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,160 | 2,553 | 0.0% | 0.0% | 36 | -2,557 | -8.6% | Q4 2025 | Mar 09, 2026 |
| OneAscent Financial Services LLC | History | New | 25,186 | 2,367 | 0.22% | — | 37 | +25,186 | New | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 23,356 | 2,195 | 0.59% | — | 38 | +23,356 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,091 | 2,076 | 0.0% | 0.0% | 39 | +1,753 | 8.62% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,232 | 1,714 | 0.01% | 0.01% | 40 | -475 | -2.54% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 18,196 | 1,710 | 0.0% | 0.0% | 41 | -482 | -2.58% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,670 | 1,661 | 0.0% | 0.0% | 42 | -2,603 | -12.84% | Q4 2025 | Feb 18, 2026 |
| Fortis Advisors, LLC | History | Added to | 17,420 | 1,637 | 0.89% | 0.9% | 43 | +56 | 0.32% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,779 | 1,577 | 0.0% | 0.0% | 44 | +2,625 | 18.55% | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 16,450 | 1,547 | 0.06% | 0.07% | 45 | -3,400 | -17.13% | Q4 2025 | Feb 06, 2026 |
| FDx Advisors, Inc. | History | Reduced | 15,013 | 1,411 | 0.72% | 0.44% | 46 | -337 | -2.2% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,768 | 1,388 | 0.0% | 0.0% | 47 | +197 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Added to | 13,776 | 1,295 | 0.18% | 0.15% | 48 | +2,313 | 20.18% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,747 | 1,198 | 0.01% | 0.02% | 49 | -2,220 | -14.83% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,468 | 1,172 | 0.01% | 0.01% | 50 | +6,066 | 94.75% | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,218 | 1,148 | 0.09% | 0.24% | 51 | -25,467 | -67.58% | Q4 2025 | Jan 23, 2026 |
| Wharton Business Group, LLC | History | Reduced | 12,097 | 1,137 | 0.04% | 0.05% | 52 | -890 | -6.85% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 11,928 | 1,121 | 0.0% | 0.0% | 53 | -603 | -4.81% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,724 | 1,102 | 0.0% | 0.0% | 54 | +3,280 | 38.84% | Q4 2025 | Feb 18, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 11,630 | 1,093 | 0.31% | 0.39% | 55 | -1,705 | -12.79% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | New | 11,227 | 1,055 | 0.0% | — | 56 | +11,227 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,995 | 1,033 | 0.01% | 0.01% | 57 | -569 | -4.92% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,962 | 1,030 | 0.0% | 0.0% | 58 | -759 | -6.48% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,330 | 1,017 | 0.0% | 0.0% | 59 | -729 | -6.59% | Q4 2025 | Jan 08, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 10,644 | 1,000 | 0.16% | 0.16% | 60 | -111 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 10,495 | 986 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 9,886 | 982 | 0.79% | 0.79% | 62 | -267 | -2.63% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | New | 9,787 | 920 | 0.02% | — | 63 | +9,787 | New | Q4 2025 | Feb 06, 2026 |
| Quadrature Capital Ltd | History | New | 9,738 | 915 | 0.01% | — | 64 | +9,738 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,395 | 789 | 0.0% | 0.0% | 65 | -1,947 | -18.83% | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 8,387 | 788 | 0.13% | 0.12% | 66 | +153 | 1.86% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,091 | 760 | 0.05% | 0.04% | 67 | -67 | -0.82% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,077 | 759 | 0.0% | 0.0% | 68 | +4,909 | 154.96% | Q4 2025 | Mar 16, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,782 | 731 | 0.01% | 0.01% | 69 | -785 | -9.16% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,354 | 691 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFI Infinity Ltd. | History | No change | 7,284 | 684 | 0.43% | 0.44% | 71 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,703 | 630 | 0.02% | 0.03% | 72 | -689 | -9.32% | Q4 2025 | Jan 27, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,991 | 563 | 0.72% | 0.71% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 5,874 | 552 | 0.13% | 0.13% | 74 | +49 | 0.84% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | New | 5,655 | 531 | 0.0% | — | 75 | +5,655 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 5,443 | 511 | 0.02% | 0.02% | 76 | -300 | -5.22% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,068 | 476 | 0.01% | 0.01% | 77 | +177 | 3.62% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,613 | 433 | 0.0% | 0.0% | 78 | +544 | 13.37% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 4,442 | 417 | 0.02% | 0.02% | 79 | +315 | 7.63% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,285 | 402 | 0.01% | 0.02% | 80 | -277 | -6.07% | Q4 2025 | Feb 17, 2026 |
| Summa Corp. | History | New | 4,086 | 384 | 0.16% | — | 81 | +4,086 | New | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,981 | 374 | 0.0% | 0.0% | 82 | +429 | 12.08% | Q4 2025 | Feb 05, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,955 | 371 | 0.08% | 0.09% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 3,931 | 370 | 0.0% | 0.0% | 84 | +1,288 | 48.73% | Q4 2025 | Jan 26, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 3,913 | 367 | 0.37% | — | 85 | +3,913 | New | Q4 2025 | Feb 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,872 | 364 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 3,802 | 357 | 0.02% | 0.02% | 87 | -85 | -2.19% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,606 | 339 | 0.01% | — | 88 | +3,606 | New | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,564 | 335 | 0.0% | 0.0% | 89 | -2,261 | -38.82% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | No change | 3,500 | 329 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 3,453 | 324 | 0.28% | — | 91 | +3,453 | New | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,401 | 319 | 0.01% | 0.01% | 92 | +42 | 1.25% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,380 | 318 | 0.0% | 0.01% | 93 | -37,886 | -91.81% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,303 | 310 | 0.0% | 0.0% | 94 | -615 | -15.7% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 3,170 | 298 | 0.0% | — | 95 | +3,170 | New | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,058 | 287 | 0.0% | 0.0% | 96 | +1,323 | 76.25% | Q4 2025 | Feb 06, 2026 |
| Sharper & Granite LLC | History | No change | 3,000 | 282 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,969 | 279 | 0.03% | 0.03% | 98 | -359 | -10.79% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,927 | 275 | 0.0% | 0.0% | 99 | -139 | -4.53% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,886 | 271 | 0.03% | 0.03% | 100 | +37 | 1.3% | Q4 2025 | Feb 18, 2026 |
| Csenge Advisory Group | History | Reduced | 2,865 | 269 | 0.01% | 0.01% | 101 | -481 | -14.38% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,513 | 236 | 0.0% | 0.0% | 102 | +488 | 24.1% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 2,510 | 235 | 0.05% | 0.05% | 103 | -20 | -0.79% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 2,457 | 231 | 0.0% | 0.0% | 104 | +159 | 6.92% | Q4 2025 | Feb 13, 2026 |
| United Asset Strategies, Inc. | History | New | 2,418 | 227 | 0.02% | — | 105 | +2,418 | New | Q4 2025 | Jan 28, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 2,328 | 218 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | No change | 2,300 | 216 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,290 | 215 | 0.0% | 0.0% | 108 | +251 | 12.31% | Q4 2025 | Feb 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,254 | 212 | 0.05% | 0.05% | 109 | +70 | 3.21% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,236 | 210 | 0.0% | 0.0% | 110 | -590 | -20.88% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,236 | 210 | 0.01% | 0.02% | 111 | -590 | -20.88% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | No change | 2,204 | 207 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 1,802 | 169 | 0.02% | 0.01% | 113 | +220 | 13.91% | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,117 | 105 | 0.03% | 0.06% | 114 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 950 | 89 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 838 | 78 | 0.0% | — | 116 | +838 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 816 | 76 | 0.0% | — | 117 | +816 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 805 | 75 | 0.0% | — | 118 | +805 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 692 | 71 | 0.01% | 0.01% | 119 | -60 | -7.98% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 755 | 70 | 0.0% | 0.0% | 120 | +10 | 1.34% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 742 | 69 | 0.01% | 0.0% | 121 | +515 | 226.87% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 673 | 63 | 0.0% | 0.0% | 122 | +456 | 210.14% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 667 | 62 | 0.0% | 0.0% | 123 | +9 | 1.37% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 509 | 48 | 0.02% | — | 124 | +509 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 47 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 499 | 46 | 0.0% | 0.0% | 126 | +1 | 0.2% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 479 | 45 | 0.0% | 0.0% | 127 | +347 | 262.88% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 431 | 40 | 0.0% | — | 128 | +431 | New | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | No change | 382 | 37 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 365 | 34 | 0.0% | 0.0% | 130 | +4 | 1.11% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 282 | 27 | 0.0% | — | 131 | +282 | New | Q4 2025 | Feb 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 250 | 23 | 0.01% | 0.01% | 132 | +3 | 1.21% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | New | 238 | 22 | 0.01% | — | 134 | +238 | New | Q4 2025 | Jan 27, 2026 |
| United Community Bank | History | New | 234 | 22 | 0.01% | — | 133 | +234 | New | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | No change | 207 | 19 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 183 | 17 | 0.0% | 0.0% | 136 | -5 | -2.66% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 152 | 14 | 0.0% | — | 137 | +152 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 142 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 114 | 10 | 0.0% | — | 139 | +114 | New | Q4 2025 | Feb 05, 2026 |
| NorthAvenue LLC | History | New | 112 | 10 | 0.01% | — | 141 | +112 | New | Q4 2025 | Apr 02, 2026 |
| BlackRock, Inc. | History | New | 110 | 10 | 0.0% | — | 140 | +110 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 103 | 9 | 0.0% | — | 143 | +103 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 93 | 8 | 0.0% | 0.0% | 144 | -24 | -20.51% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 90 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Orion Capital Management LLC | History | New | 61 | 5 | 0.0% | — | 146 | +61 | New | Q4 2025 | Feb 03, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 45 | 4 | 0.0% | — | 147 | +45 | New | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 39 | 3 | 0.0% | — | 149 | +39 | New | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 38 | 3 | 0.0% | 0.0% | 148 | -8 | -17.39% | Q4 2025 | Feb 20, 2026 |
| Founders Capital Management | History | No change | 22 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 14 | 1 | 0.0% | — | 152 | +14 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.04% | — | -33,320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,712 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,576 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BARINGS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,550 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,241 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,667 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CoreCap Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |