iSHARES TRUST - EPOL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | History | Reduced | 1,367,895 | 49,805 | 0.17% | 0.18% | 1 | -127,708 | -8.54% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 798,609 | 27,663 | 0.0% | 0.0% | 2 | +118,210 | 17.37% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 531,375 | 19,347 | 0.0% | 0.0% | 3 | -2,852 | -0.53% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 395,927 | 14,415 | 0.0% | 0.0% | 4 | -4,073 | -1.02% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 390,877 | 14,231 | 0.0% | 0.0% | 5 | -101,122 | -20.55% | Q1 2026 | May 05, 2026 |
| Black Swift Group, LLC | History | New | 315,970 | 11,504 | 2.01% | — | 6 | +315,970 | New | Q1 2026 | Apr 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 250,800 | 9,131 | 0.02% | — | 7 | +250,800 | New | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 231,863 | 8,442 | 0.06% | 0.05% | 8 | -2,907 | -1.24% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 202,267 | 7,364 | 0.21% | 0.02% | 9 | +184,836 | 1060.39% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 201,542 | 7,338 | 0.0% | 0.0% | 10 | -7,945 | -3.79% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 173,393 | 6,313 | 0.1% | — | 11 | +173,393 | New | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | No change | 162,489 | 5,916 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 156,825 | 5,713 | 0.02% | 0.04% | 13 | -31,066 | -16.53% | Q1 2026 | May 12, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 153,657 | 5,594 | 3.16% | 3.39% | 14 | -2,951 | -1.88% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Added to | 141,433 | 5,149 | 0.24% | 0.22% | 15 | +585 | 0.42% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 137,675 | 5,012 | 0.17% | 0.17% | 16 | -1,450 | -1.04% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 135,945 | 4,949 | 0.0% | 0.0% | 17 | +18,244 | 15.5% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 132,565 | 4,826 | 0.06% | 0.01% | 18 | +114,656 | 640.21% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 106,983 | 3,895 | 0.34% | 0.11% | 19 | +72,087 | 206.58% | Q1 2026 | May 08, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 94,237 | 3,431 | 0.66% | 0.62% | 20 | +251 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 89,902 | 3,273 | 0.02% | 0.02% | 21 | -25,636 | -22.19% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 88,784 | 3,232 | 0.0% | 0.0% | 22 | +6,797 | 8.29% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 80,720 | 2,939 | 0.0% | — | 23 | +80,720 | New | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 77,579 | 2,830 | 1.57% | — | 24 | +77,579 | New | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 73,923 | 2,691 | 0.0% | 0.0% | 25 | -22,701 | -23.49% | Q1 2026 | May 15, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 70,646 | 2,572 | 1.38% | 1.29% | 26 | +1,477 | 2.14% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 69,201 | 2,519 | 0.0% | 0.01% | 27 | -79,500 | -53.46% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 54,549 | 1,986 | 1.23% | 1.33% | 28 | -356 | -0.65% | Q1 2026 | May 11, 2026 |
| Cavalier Investments, LLC | History | Reduced | 50,044 | 1,822 | 0.05% | 0.1% | 29 | -4,444 | -8.16% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | New | 49,473 | 1,801 | 0.45% | — | 30 | +49,473 | New | Q1 2026 | Apr 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 47,360 | 1,724 | 0.1% | — | 31 | +47,360 | New | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Reduced | 42,358 | 1,542 | 0.08% | 0.26% | 32 | -93,465 | -68.81% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 40,722 | 1,482 | 0.01% | 0.01% | 33 | +2,036 | 5.26% | Q1 2026 | Apr 15, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 38,937 | 1,417 | 0.64% | 0.63% | 34 | -1,142 | -2.85% | Q1 2026 | Apr 28, 2026 |
| Militia Capital Management LLC | History | New | 38,000 | 1,383 | 0.31% | — | 35 | +38,000 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,802 | 1,376 | 0.0% | 0.0% | 36 | +21,283 | 128.84% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,780 | 1,375 | 0.01% | 0.01% | 37 | +242 | 0.64% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 35,828 | 1,304 | 0.02% | 0.02% | 38 | +4,411 | 14.04% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,060 | 1,240 | 0.0% | 0.0% | 39 | +1,408 | 4.31% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 33,700 | 1,227 | 0.0% | — | 40 | +33,700 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 30,178 | 1,098 | 0.03% | 0.07% | 41 | -45,967 | -60.37% | Q1 2026 | Apr 27, 2026 |
| GFS Advisors, LLC | History | Reduced | 10,870 | 1,055 | 0.13% | 0.08% | 42 | -9,130 | -45.65% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 28,706 | 1,045 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mount Lucas Management LP | History | Reduced | 27,693 | 1,008 | 0.37% | 0.41% | 44 | -1,185 | -4.1% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 27,550 | 1,003 | 0.11% | 0.1% | 45 | -99 | -0.36% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 25,462 | 927 | 0.01% | 0.0% | 46 | +11,241 | 79.05% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 24,782 | 902 | 0.0% | 0.0% | 47 | -120,733 | -82.97% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,290 | 847 | 0.0% | 0.0% | 48 | +3,524 | 17.83% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 23,099 | 841 | 0.0% | 0.0% | 49 | -2,054 | -8.17% | Q1 2026 | May 15, 2026 |
| Kaizen Financial Strategies | History | Added to | 18,315 | 731 | 0.31% | 0.27% | 50 | +597 | 3.37% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,824 | 721 | 0.0% | 0.0% | 51 | +6,748 | 51.61% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,690 | 716 | 0.0% | 0.0% | 52 | -27,211 | -58.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,111 | 660 | 0.0% | 0.0% | 53 | -23,528 | -56.5% | Q1 2026 | May 15, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 17,630 | 641 | 0.54% | 0.52% | 54 | -346 | -1.92% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,998 | 619 | 0.0% | 0.0% | 55 | +3,527 | 26.18% | Q1 2026 | Apr 30, 2026 |
| Steadtrust LLC | History | No change | 17,000 | 618 | 0.35% | 0.37% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 16,817 | 612 | 0.0% | 0.0% | 57 | +129 | 0.77% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | Added to | 16,758 | 610 | 0.25% | 0.02% | 58 | +15,667 | 1436.02% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,684 | 607 | 0.0% | 0.0% | 59 | -13,190 | -44.15% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 15,752 | 573 | 0.0% | 0.0% | 60 | +80 | 0.51% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 14,642 | 533 | 0.01% | 0.01% | 61 | +2,310 | 18.73% | Q1 2026 | May 01, 2026 |
| Amundi | History | Reduced | 13,617 | 495 | 0.0% | 0.0% | 62 | -1,846 | -11.94% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 12,962 | 471 | 0.0% | 0.0% | 63 | +3,019 | 30.36% | Q1 2026 | May 12, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 12,167 | 443 | 0.13% | 0.06% | 64 | +5,883 | 93.62% | Q1 2026 | Apr 20, 2026 |
| KKM Financial LLC | History | No change | 12,469 | 438 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 11,741 | 427 | 0.45% | 0.45% | 66 | +277 | 2.42% | Q1 2026 | May 04, 2026 |
| EWA, LLC | History | No change | 11,232 | 408 | 0.09% | 0.1% | 67 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 11,193 | 407 | 0.0% | — | 68 | +11,193 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,254 | 402 | 0.0% | 0.0% | 69 | +2,766 | 24.08% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 10,526 | 383 | 0.0% | — | 70 | +10,526 | New | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Reduced | 10,000 | 364 | 0.0% | 0.0% | 71 | -5,000 | -33.33% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,811 | 320 | 0.0% | 0.0% | 72 | +807 | 10.08% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 8,244 | 300 | 0.0% | 0.0% | 73 | -423 | -4.88% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,081 | 257 | 0.0% | 0.0% | 75 | -1,795 | -20.22% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Reduced | 7,069 | 257 | 0.01% | 0.01% | 74 | -332 | -4.49% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,100 | 249 | 0.0% | 0.0% | 76 | -150 | -2.07% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,620 | 241 | 0.02% | 0.02% | 77 | +1,466 | 28.44% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,431 | 234 | 0.0% | 0.0% | 78 | +2,831 | 78.64% | Q1 2026 | May 08, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 6,200 | 225 | 0.02% | 0.08% | 79 | -25,300 | -80.32% | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 7,451 | 223 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,700 | 207 | 0.0% | — | 81 | +5,700 | New | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,590 | 203 | 0.0% | — | 82 | +5,590 | New | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | New | 5,501 | 200 | 0.0% | — | 83 | +5,501 | New | Q1 2026 | May 14, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 4,371 | 159 | 0.16% | 0.15% | 84 | +53 | 1.23% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,154 | 151 | 0.0% | 0.0% | 85 | -35 | -0.84% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | New | 3,709 | 135 | 0.0% | — | 86 | +3,709 | New | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 2,978 | 108 | 0.0% | 0.0% | 87 | +787 | 35.92% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,200 | 79 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,925 | 70 | 0.0% | 0.0% | 89 | -113,796 | -98.34% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,899 | 69 | 0.0% | — | 90 | +1,899 | New | Q1 2026 | May 19, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1,500 | 57 | 0.0% | — | 91 | +1,500 | New | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | New | 1,195 | 43 | 0.01% | — | 92 | +1,195 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,162 | 42 | 0.0% | — | 93 | +1,162 | New | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,106 | 40 | 0.02% | 0.01% | 94 | -14 | -1.25% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 959 | 34 | 0.0% | 0.0% | 96 | -219 | -18.59% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 944 | 34 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 926 | 33 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 659 | 23 | 0.0% | 0.01% | 98 | -41,506 | -98.44% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 595 | 21 | 0.0% | — | 99 | +595 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 524 | 19 | 0.0% | — | 100 | +514 | 5140.0% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 500 | 18 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 470 | 17 | 0.0% | — | 102 | +470 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 400 | 14 | 0.0% | 0.0% | 103 | +150 | 60.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 308 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | New | 300 | 10 | 0.0% | — | 105 | +300 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 274 | 9 | 0.0% | 0.0% | 106 | +211 | 334.92% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 273 | 9 | 0.0% | 0.0% | 108 | +48 | 21.33% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 268 | 9 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 178 | 6 | 0.0% | 0.0% | 109 | -7 | -3.78% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 159 | 5 | 0.0% | 0.0% | 110 | +57 | 55.88% | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | New | 85 | 3 | 0.0% | — | 112 | +85 | New | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 77 | 2 | 0.0% | — | 113 | +77 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 58 | 2 | 0.0% | — | 114 | +58 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 45 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -229,916 | -100.0% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -102,376 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -97,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -71,501 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 2.22% | — | -63,766 | -100.0% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -55,000 | -100.0% | Q1 2026 | May 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -44,212 | -100.0% | Q1 2026 | May 14, 2026 |
| Arizona PSPRS Trust | History | Closed out | 0 | 0 | — | 0.05% | — | -41,518 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -25,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Smith Group Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,200 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,037 | -100.0% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,400 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,057 | -100.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -765 | -100.0% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 12, 2026 |
| NVWM, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 27 | 0 | — | 0.0% | — | -7 | -20.59% | Q1 2026 | May 13, 2026 |