iShares, Inc. - EEMV
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 | Reduced | 12,446,224 | 797,056 | 0.06% | 0.05% | 1 | -198,352 | -1.57% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,059,389 | 195,923 | 0.0% | 0.0% | 2 | +11,386 | 0.37% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,790,053 | 178,675 | 0.01% | 0.01% | 3 | +443,966 | 18.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,367,297 | 151,601 | 0.01% | 0.01% | 4 | -83,344 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 2,289,163 | 146,598 | 5.57% | 6.39% | 5 | -1,138 | -0.05% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,783,932 | 114,243 | 0.02% | 0.02% | 6 | +173,444 | 10.77% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,266,919 | 81,080 | 0.02% | 0.02% | 7 | -89,927 | -6.63% | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 4,399 | 59,811 | 1.08% | 0.63% | 8 | -55,412 | -92.65% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 768,076 | 49,187 | 0.03% | 0.03% | 9 | -30,085 | -3.77% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 661,985 | 42,393 | 0.01% | 0.01% | 10 | +22,451 | 3.51% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 659,445 | 42,230 | 0.01% | 0.01% | 11 | -13,787 | -2.05% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 630,611 | 40,384 | 0.01% | 0.01% | 12 | -32,174 | -4.85% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 389,986 | 24,974 | 0.02% | 0.02% | 13 | +4,326 | 1.12% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 344,513 | 22,062 | 0.0% | 0.0% | 14 | +326,892 | 1855.13% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 298,875 | 19,140 | 0.01% | 0.01% | 15 | +19,646 | 7.04% | Q4 2025 | Feb 18, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 287,720 | 18,425 | 6.29% | 6.13% | 16 | +8,938 | 3.21% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 273,675 | 17,526 | 0.03% | 0.04% | 17 | +3,946 | 1.46% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 253,206 | 16,215 | 0.61% | 0.43% | 18 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 252,116 | 16,145 | 0.02% | 0.02% | 19 | +9,850 | 4.07% | Q4 2025 | Feb 17, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 226,403 | 14,498 | 3.79% | 4.02% | 20 | -7,263 | -3.11% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 209,951 | 13,445 | 0.01% | 0.01% | 21 | -677 | -0.32% | Q4 2025 | Feb 06, 2026 |
| Banco Santander, S.A. | History | New | 203,266 | 13,017 | 0.1% | — | 22 | +203,266 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 200,142 | 12,817 | 0.02% | 0.02% | 23 | -7,500 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 198,595 | 12,718 | 0.23% | 0.25% | 24 | +4,235 | 2.18% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 184,131 | 11,791 | 0.0% | — | 25 | +184,131 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 173,619 | 11,118 | 0.0% | 0.0% | 26 | -164,833 | -48.7% | Q4 2025 | Feb 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 162,185 | 10,386 | 0.89% | 0.95% | 27 | -3,805 | -2.29% | Q4 2025 | Jan 05, 2026 |
| Mariner, LLC | History | Reduced | 160,373 | 10,270 | 0.01% | 0.01% | 28 | -7,574 | -4.51% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 160,120 | 10,254 | 0.01% | 0.01% | 29 | +2,351 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 158,643 | 10,159 | 0.29% | 0.14% | 30 | +84,219 | 113.16% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 155,074 | 9,930 | 0.0% | 0.0% | 31 | +136,629 | 740.74% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 148,620 | 9,517 | 0.11% | 0.11% | 32 | -2,927 | -1.93% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 147,094 | 9,419 | 0.01% | 0.02% | 33 | -8,633 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 144,210 | 9,235 | 0.11% | 0.12% | 34 | -8,496 | -5.56% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 139,168 | 8,912 | 0.01% | 0.02% | 35 | -4,731 | -3.29% | Q4 2025 | Feb 18, 2026 |
| Symmetry Partners, LLC | History | Added to | 125,776 | 8,054 | 0.48% | 0.85% | 36 | +3,968 | 3.26% | Q4 2025 | Jan 27, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 123,530 | 7,910 | 1.51% | 1.53% | 37 | +2,039 | 1.68% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,977 | 7,390 | 0.01% | 0.01% | 38 | +3,926 | 3.6% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 106,535 | 6,823 | 0.01% | 0.01% | 39 | -12,913 | -10.81% | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Added to | 101,197 | 6,480 | 2.15% | 1.5% | 40 | +31,521 | 45.24% | Q4 2025 | Feb 05, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 98,740 | 6,323 | 1.47% | 1.87% | 41 | -18,788 | -15.99% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 89,555 | 5,735 | 0.01% | 0.01% | 42 | -1,537 | -1.69% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Reduced | 83,100 | 5,321 | 0.09% | 0.11% | 43 | -520 | -0.62% | Q4 2025 | Mar 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,328 | 5,144 | 0.02% | 0.02% | 44 | +1,455 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | Reduced | 80,016 | 5,124 | 0.77% | 0.9% | 45 | -2,399 | -2.91% | Q4 2025 | Jan 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 66,931 | 4,286 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 60,342 | 3,991 | 0.23% | 0.24% | 47 | -1,017 | -1.66% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 61,471 | 3,936 | 0.0% | 0.0% | 48 | -2,620 | -4.09% | Q4 2025 | Feb 06, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 60,807 | 3,894 | 0.73% | 0.74% | 49 | -1,356 | -2.18% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 60,166 | 3,853 | 0.23% | 0.25% | 50 | +2,745 | 4.78% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,013 | 3,843 | 0.01% | 0.01% | 51 | +245 | 0.41% | Q4 2025 | Feb 02, 2026 |
| Horizon Investments, LLC | History | Added to | 59,613 | 3,817 | 0.05% | 0.05% | 52 | +2,403 | 4.2% | Q4 2025 | Feb 02, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 58,943 | 3,774 | 0.07% | 0.09% | 53 | +1,333 | 2.31% | Q4 2025 | Feb 09, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 58,171 | 3,725 | 0.96% | 0.96% | 54 | +399 | 0.69% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,563 | 3,494 | 0.05% | 0.06% | 55 | +1,565 | 2.95% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 54,556 | 3,493 | 0.02% | 0.02% | 56 | -1,761 | -3.13% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Reduced | 53,753 | 3,442 | 0.07% | 0.09% | 57 | -6,583 | -10.91% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 51,036 | 3,268 | 0.01% | 0.01% | 58 | -300 | -0.58% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,904 | 3,195 | 0.05% | 0.04% | 59 | +1,838 | 3.82% | Q4 2025 | Feb 02, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 44,495 | 2,849 | 0.2% | 0.19% | 60 | +3,197 | 7.74% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 43,683 | 2,797 | 0.05% | 0.05% | 61 | +1,372 | 3.24% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,090 | 2,759 | 0.0% | 0.01% | 62 | -502,031 | -92.1% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,804 | 2,677 | 0.01% | 0.01% | 63 | +163 | 0.39% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 40,467 | 2,591 | 0.03% | — | 64 | +40,467 | New | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 40,319 | 2,582 | 0.0% | 0.0% | 65 | +28,319 | 235.99% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 40,316 | 2,581 | 0.0% | 0.0% | 66 | +6,036 | 17.61% | Q4 2025 | Mar 16, 2026 |
| &PARTNERS | History | Reduced | 37,090 | 2,375 | 0.01% | 0.02% | 67 | -2,539 | -6.41% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 37,022 | 2,370 | 0.06% | 0.07% | 68 | -2,274 | -5.79% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,766 | 2,354 | 0.0% | 0.0% | 69 | +29,676 | 418.56% | Q4 2025 | Mar 25, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 36,164 | 2,315 | 0.02% | 0.02% | 70 | +482 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | Reduced | 34,530 | 2,211 | 0.53% | 0.55% | 71 | -494 | -1.41% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 33,410 | 2,139 | 0.02% | 0.02% | 72 | +7,127 | 27.12% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,433 | 2,077 | 0.0% | 0.0% | 73 | +7,663 | 30.94% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 32,396 | 2,074 | 0.0% | 0.0% | 74 | +1,724 | 5.62% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 31,899 | 2,042 | 0.25% | 0.26% | 75 | +473 | 1.51% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 29,368 | 2,018 | 0.13% | 0.13% | 76 | -511 | -1.71% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 31,388 | 2,010 | 0.01% | 0.01% | 77 | -1,745 | -5.27% | Q4 2025 | Feb 03, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 31,314 | 2,005 | 0.87% | 0.9% | 78 | +561 | 1.82% | Q4 2025 | Feb 05, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 31,161 | 1,995 | 0.44% | 0.45% | 79 | -275 | -0.87% | Q4 2025 | Jan 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 31,030 | 1,987 | 0.66% | 2.57% | 80 | -82,257 | -72.61% | Q4 2025 | Jan 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 30,845 | 1,975 | 0.18% | 0.18% | 81 | +98 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,580 | 1,958 | 0.01% | 0.01% | 82 | -821 | -2.61% | Q4 2025 | Feb 05, 2026 |
| Friedenthal Financial | History | Reduced | 29,261 | 1,873 | 0.96% | 1.14% | 83 | -5,303 | -15.34% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Reduced | 28,588 | 1,830 | 0.02% | 0.02% | 84 | -5,133 | -15.22% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,326 | 1,749 | 0.0% | 0.0% | 85 | +1,109 | 4.23% | Q4 2025 | Feb 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 31,912 | 1,745 | 0.78% | 0.85% | 86 | -528 | -1.63% | Q4 2025 | Jan 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 26,543 | 1,719 | 0.0% | 0.0% | 87 | +8,309 | 45.57% | Q4 2025 | Feb 03, 2026 |
| Virtu Financial LLC | History | New | 26,812 | 1,717 | 0.07% | — | 88 | +26,812 | New | Q4 2025 | Feb 23, 2026 |
| HRT FINANCIAL LP | History | Added to | 25,948 | 1,661 | 0.01% | 0.0% | 89 | +20,845 | 408.49% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 25,932 | 1,660 | 0.02% | 0.02% | 90 | -587 | -2.21% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 25,848 | 1,655 | 0.04% | 0.07% | 91 | -30,405 | -54.05% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Reduced | 25,310 | 1,620 | 0.79% | 0.86% | 92 | -633 | -2.44% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,784 | 1,587 | 0.0% | 0.0% | 93 | -532 | -2.1% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,567 | 1,573 | 0.03% | 0.01% | 94 | +16,170 | 192.57% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 24,274 | 1,554 | 0.19% | 0.2% | 95 | -505 | -2.04% | Q4 2025 | Jan 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,087 | 1,542 | 0.02% | 0.01% | 96 | -362 | -1.48% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 23,741 | 1,520 | 0.01% | 0.01% | 97 | +257 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 23,506 | 1,505 | 0.21% | 0.22% | 98 | -769 | -3.17% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,221 | 1,487 | 0.01% | 0.01% | 99 | -6,299 | -21.34% | Q4 2025 | Feb 18, 2026 |
| Carr Financial Group Corp | History | Added to | 22,949 | 1,469 | 0.39% | 0.4% | 100 | +300 | 1.32% | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 22,734 | 1,455 | 0.07% | 0.06% | 101 | +3,297 | 16.96% | Q4 2025 | Jan 20, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 22,014 | 1,409 | 0.91% | 0.91% | 102 | +412 | 1.91% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 21,759 | 1,393 | 0.0% | 0.0% | 103 | +4,163 | 23.66% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 21,055 | 1,348 | 0.02% | 0.02% | 104 | -9,790 | -31.74% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 21,024 | 1,346 | 0.04% | 0.04% | 105 | -4,123 | -16.4% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 20,532 | 1,314 | 0.01% | 0.01% | 106 | -623 | -2.94% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Reduced | 20,242 | 1,296 | 0.04% | 0.04% | 107 | -47 | -0.23% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,029 | 1,282 | 0.02% | 0.02% | 108 | +1,178 | 6.25% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,004 | 1,281 | 0.01% | 0.01% | 109 | +151 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 18,787 | 1,203 | 0.02% | 0.02% | 110 | -564 | -2.91% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,740 | 1,200 | 0.01% | 0.01% | 111 | +152 | 0.82% | Q4 2025 | Jan 29, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 18,700 | 1,198 | 0.0% | 0.0% | 112 | -900 | -4.59% | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,538 | 1,187 | 0.07% | 0.06% | 113 | -3,615 | -16.32% | Q4 2025 | Jan 30, 2026 |
| Brio Consultants, LLC | History | Reduced | 17,950 | 1,149 | 0.15% | 1.73% | 114 | -179,493 | -90.91% | Q4 2025 | Feb 04, 2026 |
| Opus Financial Solutions LLC | History | New | 17,036 | 1,090 | 1.03% | — | 115 | +17,036 | New | Q4 2025 | Feb 17, 2026 |
| Shore Point Advisors, LLC | History | Added to | 16,852 | 1,079 | 0.46% | 0.47% | 116 | +120 | 0.72% | Q4 2025 | Jan 23, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 16,833 | 1,077 | 0.67% | 0.79% | 117 | -2,045 | -10.83% | Q4 2025 | Jan 15, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 16,828 | 1,077 | 0.5% | 0.66% | 118 | +253 | 1.53% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 16,700 | 1,069 | 0.07% | 0.07% | 119 | -44 | -0.26% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 16,506 | 1,057 | 0.03% | 0.04% | 120 | -2,469 | -13.01% | Q4 2025 | Feb 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 16,412 | 1,051 | 0.07% | 0.03% | 121 | +10,956 | 200.81% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 16,275 | 1,042 | 0.02% | 0.02% | 122 | -279 | -1.69% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 16,166 | 1,035 | 0.03% | 0.07% | 123 | -902 | -5.28% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 15,697 | 1,005 | 0.02% | 0.02% | 124 | -14 | -0.09% | Q4 2025 | Feb 06, 2026 |
| TPG Advisors LLC | History | Added to | 15,694 | 1,005 | 0.63% | 0.66% | 125 | +4 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 15,505 | 992 | 0.09% | 0.09% | 126 | -610 | -3.79% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 14,702 | 941 | 0.0% | 0.0% | 128 | +168 | 1.16% | Q4 2025 | Jan 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 14,700 | 941 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 14,223 | 910 | 0.16% | 0.16% | 129 | +813 | 6.06% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 14,030 | 898 | 0.01% | 0.01% | 130 | -9,894 | -41.36% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,953 | 893 | 0.02% | 0.02% | 131 | +167 | 1.21% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Reduced | 13,765 | 881 | 0.03% | 0.03% | 132 | -68 | -0.49% | Q4 2025 | Jan 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 13,738 | 879 | 0.22% | 0.2% | 133 | +1,727 | 14.38% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | New | 13,324 | 853 | 0.03% | — | 134 | +13,324 | New | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 13,152 | 845 | 0.0% | 0.0% | 135 | +11,730 | 824.89% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 13,176 | 843 | 0.01% | — | 136 | +13,176 | New | Q4 2025 | Feb 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 13,137 | 841 | 0.0% | — | 137 | +13,137 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,937 | 828 | 0.01% | 0.01% | 138 | -243 | -1.84% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 12,788 | 818 | 0.01% | 0.02% | 139 | -22 | -0.17% | Q4 2025 | Jan 07, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 12,718 | 814 | 0.44% | 0.46% | 140 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,635 | 809 | 0.04% | 0.04% | 141 | -143 | -1.12% | Q4 2025 | Mar 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,575 | 805 | 0.01% | 0.01% | 142 | -13 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 12,025 | 770 | 0.13% | 0.14% | 143 | -895 | -6.93% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Added to | 11,678 | 763 | 0.01% | 0.01% | 144 | +131 | 1.13% | Q4 2025 | Jan 26, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 11,867 | 759 | 0.21% | 0.23% | 145 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Betterment LLC | History | Added to | 11,673 | 748 | 0.0% | 0.0% | 146 | +2,193 | 23.13% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,658 | 746 | 0.01% | 0.02% | 147 | -3,964 | -25.37% | Q4 2025 | Feb 12, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 11,283 | 722 | 0.02% | 0.02% | 148 | -2 | -0.02% | Q4 2025 | Feb 10, 2026 |
| Bellwether Advisors, LLC | History | Added to | 11,165 | 715 | 0.11% | 0.11% | 149 | +607 | 5.75% | Q4 2025 | Feb 09, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 11,944 | 692 | 0.24% | 0.24% | 150 | +96 | 0.81% | Q4 2025 | Jan 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,708 | 685 | 0.0% | — | 151 | +10,708 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 10,535 | 674 | 0.0% | — | 152 | +10,535 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 10,221 | 654 | 0.02% | 0.02% | 153 | +72 | 0.71% | Q4 2025 | Feb 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 10,049 | 643 | 0.1% | 0.1% | 154 | -214 | -2.09% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 10,023 | 641 | 0.01% | — | 155 | +10,023 | New | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 9,939 | 636 | 0.02% | 0.02% | 156 | +24 | 0.24% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,623 | 616 | 0.0% | 0.01% | 157 | -543 | -5.34% | Q4 2025 | Feb 18, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 9,485 | 607 | 0.13% | 0.13% | 158 | +1,884 | 24.79% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,266 | 593 | 0.01% | 0.01% | 159 | +303 | 3.38% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,248 | 592 | 0.01% | 0.01% | 161 | +1,824 | 24.57% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,244 | 592 | 0.01% | 0.0% | 160 | +768 | 9.06% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 9,186 | 588 | 0.0% | 0.0% | 162 | -830 | -8.29% | Q4 2025 | Jan 26, 2026 |
| IRON Financial LLC | History | Added to | 8,440 | 540 | 0.25% | 0.25% | 163 | +377 | 4.68% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,384 | 536 | 0.0% | 0.0% | 164 | +432 | 5.43% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,347 | 534 | 0.02% | 0.02% | 165 | -1,270 | -13.21% | Q4 2025 | Feb 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 8,264 | 529 | 0.03% | 0.03% | 166 | +9 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Neumann Capital Management, LLC | History | No change | 8,236 | 527 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Added to | 8,215 | 526 | 0.02% | 0.02% | 168 | +335 | 4.25% | Q4 2025 | Feb 19, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,917 | 507 | 0.0% | — | 169 | +7,917 | New | Q4 2025 | Feb 18, 2026 |
| ASL Financial, LLC | History | New | 7,876 | 504 | 0.4% | — | 170 | +7,876 | New | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,817 | 500 | 0.0% | 0.0% | 171 | +887 | 12.8% | Q4 2025 | Mar 09, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 7,800 | 499 | 0.28% | 0.29% | 172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,645 | 489 | 0.1% | 0.11% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 7,536 | 482 | 0.01% | 0.01% | 174 | +3,193 | 73.52% | Q4 2025 | Feb 02, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 7,275 | 465 | 0.21% | 0.19% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,129 | 456 | 0.0% | 0.0% | 176 | +2,046 | 40.25% | Q4 2025 | Jan 23, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 7,082 | 453 | 0.09% | 0.09% | 177 | +53 | 0.75% | Q4 2025 | Feb 12, 2026 |
| Rinkey Investments | History | No change | 6,965 | 446 | 0.11% | 0.12% | 178 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aries Wealth Management | History | Reduced | 6,887 | 441 | 0.1% | 0.11% | 180 | -280 | -3.91% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | No change | 6,894 | 441 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,726 | 430 | 0.12% | 0.13% | 181 | -875 | -11.51% | Q4 2025 | Jan 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 6,542 | 418 | 0.03% | 0.04% | 182 | -386 | -5.57% | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,373 | 408 | 0.19% | 0.82% | 183 | -22,104 | -77.62% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,351 | 406 | 0.06% | — | 184 | +6,351 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 6,349 | 405 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 6,207 | 397 | 0.01% | — | 186 | +6,207 | New | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 5,672 | 363 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 5,627 | 360 | 0.03% | 0.03% | 188 | +45 | 0.81% | Q4 2025 | Jan 16, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,549 | 355 | 0.0% | 0.0% | 189 | -5,087 | -47.83% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Added to | 5,525 | 354 | 0.0% | 0.0% | 190 | +420 | 8.23% | Q4 2025 | Jan 23, 2026 |
| EWA, LLC | History | Reduced | 5,507 | 352 | 0.09% | 0.1% | 191 | -250 | -4.34% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | New | 5,434 | 348 | 0.09% | — | 192 | +5,434 | New | Q4 2025 | Feb 10, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 5,400 | 345 | 0.09% | 0.1% | 193 | -61 | -1.12% | Q4 2025 | Jan 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 5,327 | 341 | 0.04% | 0.04% | 194 | -114 | -2.1% | Q4 2025 | Feb 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 5,300 | 339 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 5,228 | 334 | 0.23% | 0.38% | 196 | -2,691 | -33.98% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,170 | 331 | 0.0% | — | 197 | +5,170 | New | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 4,987 | 319 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,969 | 318 | 0.0% | 0.0% | 200 | -4,274 | -46.24% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,978 | 318 | 0.02% | 0.02% | 199 | +134 | 2.77% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,868 | 311 | 0.0% | 0.0% | 201 | -131 | -2.62% | Q4 2025 | Jan 26, 2026 |
| Aspen Wealth Management LLC | History | No change | 4,816 | 308 | 0.06% | 0.07% | 202 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,805 | 307 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 4,788 | 306 | 0.12% | 0.13% | 204 | +12 | 0.25% | Q4 2025 | Jan 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,765 | 305 | 0.01% | 0.03% | 205 | -4,776 | -50.06% | Q4 2025 | Jan 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 4,722 | 302 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,706 | 301 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,609 | 295 | 0.11% | 0.11% | 208 | -5 | -0.11% | Q4 2025 | Jan 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,480 | 293 | 0.01% | 0.01% | 209 | -915 | -16.96% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,569 | 292 | 0.0% | 0.0% | 211 | -228 | -4.75% | Q4 2025 | Feb 06, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 4,570 | 292 | 0.11% | 0.12% | 210 | -200 | -4.19% | Q4 2025 | Feb 02, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,550 | 291 | 0.21% | 0.22% | 212 | -149 | -3.17% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,487 | 287 | 0.0% | 0.0% | 213 | -33 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 4,460 | 285 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 4,325 | 276 | 0.25% | — | 215 | +4,325 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,226 | 270 | 0.0% | 0.0% | 216 | +1,064 | 33.65% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,071 | 260 | 0.01% | 0.01% | 217 | -113 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | New | 3,970 | 254 | 0.09% | — | 218 | +3,970 | New | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,975 | 254 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,944 | 252 | 0.0% | 0.0% | 220 | +240 | 6.48% | Q4 2025 | Feb 11, 2026 |
| True Vision MN LLC | History | Added to | 3,878 | 248 | 0.13% | 0.13% | 223 | +70 | 1.84% | Q4 2025 | Jan 14, 2026 |
| Lantz Financial LLC | History | Reduced | 3,884 | 248 | 0.05% | 0.06% | 222 | -20 | -0.51% | Q4 2025 | Jan 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,874 | 248 | 0.01% | 0.01% | 221 | +10 | 0.26% | Q4 2025 | Jan 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 3,844 | 246 | 0.09% | 0.08% | 224 | +25 | 0.65% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,743 | 239 | 0.06% | 0.06% | 225 | -459 | -10.92% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 3,729 | 238 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,707 | 237 | 0.0% | 0.0% | 227 | -1,543 | -29.39% | Q4 2025 | Jan 30, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 3,639 | 233 | 0.04% | 0.04% | 228 | +31 | 0.86% | Q4 2025 | Jan 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,628 | 232 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 3,596 | 230 | 0.02% | 0.02% | 230 | +56 | 1.58% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,511 | 224 | 0.02% | 0.02% | 231 | -52 | -1.46% | Q4 2025 | Jan 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,436 | 220 | 0.0% | 0.0% | 232 | -295 | -7.91% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,411 | 218 | 0.01% | 0.01% | 234 | -872 | -20.36% | Q4 2025 | Feb 11, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 3,400 | 218 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rare Wolf Capital LLC | History | New | 3,399 | 217 | 0.14% | — | 235 | +3,399 | New | Q4 2025 | Feb 19, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 3,394 | 217 | 0.16% | — | 236 | +3,394 | New | Q4 2025 | Mar 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,324 | 212 | 0.02% | 0.02% | 238 | -97 | -2.84% | Q4 2025 | Feb 18, 2026 |
| Ballew Advisors, Inc | History | Added to | 3,224 | 212 | 0.12% | 0.11% | 237 | +9 | 0.28% | Q4 2025 | Jan 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,246 | 207 | 0.04% | 0.04% | 239 | +35 | 1.09% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,225 | 206 | 0.01% | 0.01% | 240 | -17 | -0.52% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,210 | 205 | 0.0% | 0.0% | 241 | +575 | 21.82% | Q4 2025 | Feb 12, 2026 |
| Milestone Asset Management Group, LLC | History | New | 3,156 | 202 | 0.11% | — | 242 | +3,156 | New | Q4 2025 | Feb 03, 2026 |
| Strong Retirement Solutions LLC | History | New | 3,143 | 201 | 0.14% | — | 243 | +3,143 | New | Q4 2025 | Feb 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,138 | 200 | 0.07% | 0.07% | 244 | +48 | 1.55% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 3,098 | 198 | 0.0% | — | 245 | +3,098 | New | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,970 | 190 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,887 | 184 | 0.0% | 0.0% | 247 | +1,121 | 63.48% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | Reduced | 2,427 | 155 | 0.67% | 0.22% | 248 | -882 | -26.65% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,399 | 153 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 2,357 | 150 | 0.07% | 0.07% | 250 | +31 | 1.33% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 2,348 | 150 | 0.0% | 0.0% | 251 | +15 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,240 | 143 | 0.0% | 0.0% | 252 | -121 | -5.12% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,156 | 138 | 0.0% | 0.0% | 253 | +127 | 6.26% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,046 | 131 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 1,935 | 123 | 0.03% | 0.03% | 255 | +213 | 12.37% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 1,838 | 117 | 0.0% | 0.0% | 256 | +268 | 17.07% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,733 | 111 | 0.01% | 0.01% | 257 | -72 | -3.99% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,746 | 111 | 0.0% | 0.0% | 258 | -32 | -1.8% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | No change | 1,701 | 109 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,640 | 105 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sachetta, LLC | History | Reduced | 1,607 | 102 | 0.06% | 0.28% | 261 | -10,255 | -86.45% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,505 | 96 | 0.01% | 0.0% | 262 | +289 | 23.77% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,455 | 93 | 0.0% | 0.0% | 263 | +268 | 22.58% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,350 | 86 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,170 | 74 | 0.0% | 0.0% | 265 | -684 | -36.89% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,116 | 71 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | No change | 1,110 | 71 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,002 | 64 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 735 | 47 | 0.0% | 0.0% | 269 | +652 | 785.54% | Q4 2025 | Feb 06, 2026 |
| Tacita Capital Inc | History | No change | 735 | 47 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 689 | 44 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 647 | 41 | 0.02% | — | 272 | +647 | New | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 630 | 40 | 0.0% | 0.0% | 274 | +24 | 3.96% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 631 | 40 | 0.01% | 0.01% | 275 | -19 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 634 | 40 | 0.03% | 0.03% | 276 | +9 | 1.44% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 632 | 40 | 0.0% | 0.0% | 273 | +8 | 1.28% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 587 | 37 | 0.0% | 0.0% | 277 | +300 | 104.53% | Q4 2025 | Jan 28, 2026 |
| YANKCOM Partnership | History | New | 536 | 34 | 0.01% | — | 278 | +536 | New | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | No change | 438 | 28 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 408 | 26 | 0.0% | 0.0% | 282 | +6 | 1.49% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 411 | 26 | 0.0% | 0.0% | 280 | +5 | 1.23% | Q4 2025 | Jan 22, 2026 |
| CKW FINANCIAL GROUP | History | No change | 412 | 26 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 377 | 24 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Park Place Capital Corp | History | No change | 380 | 24 | 0.0% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 359 | 22 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 338 | 21 | 0.0% | 0.0% | 287 | +5 | 1.5% | Q4 2025 | Feb 24, 2026 |
| Hanson & Doremus Investment Management | History | No change | 329 | 21 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 325 | 20 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 304 | 19 | 0.0% | — | 290 | +304 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 309 | 19 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | No change | 305 | 19 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 283 | 18 | 0.01% | 0.01% | 292 | -10 | -3.41% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 248 | 15 | 0.0% | 0.0% | 295 | +4 | 1.64% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | No change | 227 | 15 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | No change | 244 | 15 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BAYBAN | History | New | 221 | 14 | 0.01% | — | 297 | +221 | New | Q4 2025 | Mar 05, 2026 |
| Colonial Trust Co / SC | History | No change | 230 | 14 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | No change | 212 | 13 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 207 | 13 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Watch Advisors, INC | History | No change | 207 | 13 | 0.0% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 188 | 12 | 0.0% | 0.0% | 303 | +21 | 12.57% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 199 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 193 | 12 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 199 | 12 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 187 | 12 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 185 | 11 | 0.0% | — | 306 | +185 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 182 | 11 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 177 | 11 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 185 | 11 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | No change | 159 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 131 | 8 | 0.0% | — | 311 | +131 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arlington Trust Co LLC | History | No change | 121 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 105 | 6 | 0.0% | — | 315 | +105 | New | Q4 2025 | Jan 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 102 | 6 | 0.01% | — | 318 | +102 | New | Q4 2025 | Feb 03, 2026 |
| Financial Perspectives, Inc | History | Added to | 97 | 6 | 0.0% | 0.0% | 317 | +1 | 1.04% | Q4 2025 | Jan 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 102 | 6 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 100 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 91 | 5 | 0.0% | 0.0% | 320 | +2 | 2.25% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 79 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 90 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 69 | 4 | 0.0% | 0.0% | 323 | -579 | -89.35% | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 70 | 4 | 0.0% | — | 324 | +70 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 66 | 4 | 0.0% | — | 322 | +66 | New | Q4 2025 | Mar 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 49 | 3 | 0.0% | 0.0% | 326 | -135 | -73.37% | Q4 2025 | Jan 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 58 | 3 | 0.0% | — | 327 | +58 | New | Q4 2025 | Jan 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 58 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 47 | 2 | 0.0% | — | 330 | +47 | New | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 38 | 2 | 0.0% | — | 329 | +38 | New | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | New | 25 | 2 | 0.0% | — | 328 | +25 | New | Q4 2025 | Feb 02, 2026 |
| 10Elms LLP | History | No change | 44 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 31 | 1 | 0.0% | — | 335 | +31 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 26 | 1 | 0.0% | — | 334 | +26 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 25 | 1 | 0.0% | — | 332 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18 | 1 | 0.0% | — | 333 | +10 | 125.0% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -78,874 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -71,523 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -27,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,137 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.11% | — | -6,046 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.3% | — | -5,718 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,706 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hibernia Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,311 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Novak & Powell Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,027 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -4,019 | -100.0% | Q3 2025 | Nov 07, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,677 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -3,596 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,520 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bryant Woods Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,477 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,333 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,256 | -100.0% | Q3 2025 | Oct 16, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,171 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,651 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,859 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,772 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,212 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -544 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NBC SECURITIES, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 29, 2026 |
| MASECO LLP | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 22, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OPTIMA CAPITAL LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Darwin Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 22, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |