iSHARES TRUST - EUFN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 37,017,326 | 1,372,972 | 0.47% | 0.45% | 1 | +1,084,716 | 3.02% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,269,370 | 269,621 | 0.02% | 0.01% | 2 | +492,826 | 7.27% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 5,452,627 | 202,238 | 0.01% | 0.01% | 3 | +46,774 | 0.87% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 3,805,027 | 141,128 | 9.62% | 7.46% | 4 | +921,396 | 31.95% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,358,580 | 50,389 | 0.03% | 0.02% | 5 | +189,914 | 16.25% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,313,360 | 48,712 | 0.01% | 0.02% | 6 | -678,284 | -34.06% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,250,666 | 46,387 | 0.13% | 0.06% | 7 | +657,466 | 110.83% | Q4 2025 | Jan 26, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 1,243,902 | 46,136 | 0.04% | 0.03% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 1,198,311 | 44,445 | 0.73% | 1.46% | 9 | -1,226,604 | -50.58% | Q4 2025 | Feb 05, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 921,565 | 34,180 | 4.59% | — | 10 | +921,565 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 874,160 | 32,422 | 0.05% | 0.06% | 11 | -455,323 | -34.25% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 687,403 | 25,496 | 0.0% | — | 12 | +687,403 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 624,594 | 23,166 | 0.01% | 0.01% | 13 | -108,801 | -14.84% | Q4 2025 | Feb 11, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 591,875 | 21,952 | 0.79% | 0.73% | 14 | +4,170 | 0.71% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 529,793 | 19,650 | 0.0% | 0.0% | 15 | +265,075 | 100.13% | Q4 2025 | Feb 17, 2026 |
| Unisphere Establishment | History | Added to | 477,000 | 17,691 | 0.13% | 0.1% | 16 | +105,000 | 28.23% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 447,545 | 16,599 | 0.01% | 0.01% | 17 | -359,145 | -44.52% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 432,649 | 16,046 | 0.0% | 0.0% | 18 | -12,878 | -2.89% | Q4 2025 | Mar 25, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 373,833 | 13,902 | 0.1% | — | 19 | +373,833 | New | Q4 2025 | Feb 17, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 261,640 | 9,704 | 1.96% | 1.96% | 20 | -1,290 | -0.49% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 258,304 | 9,581 | 0.02% | 0.03% | 21 | -88,497 | -25.52% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 222,155 | 8,239 | 0.01% | 0.0% | 22 | +113,168 | 103.84% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 196,727 | 7,296 | 0.17% | 0.04% | 23 | +132,738 | 207.44% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 188,485 | 6,990 | 0.0% | 0.0% | 24 | -8,393 | -4.26% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 180,748 | 6,703 | 0.01% | 0.0% | 25 | +159,974 | 770.07% | Q4 2025 | Feb 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 156,137 | 5,791 | 2.76% | — | 26 | +156,137 | New | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 154,646 | 5,735 | 0.01% | 0.01% | 27 | +45,012 | 41.06% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 145,946 | 5,413 | 0.01% | 33.66% | 28 | -65,169 | -30.87% | Q4 2025 | Feb 17, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 145,118 | 5,382 | 0.93% | 0.83% | 29 | +2,021 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | New | 152,800 | 5,247 | 0.02% | — | 30 | +152,800 | New | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | Reduced | 135,228 | 5,015 | 0.31% | 0.43% | 31 | -61,659 | -31.32% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 133,364 | 4,946 | 0.0% | 0.0% | 32 | +57,914 | 76.76% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,312 | 4,907 | 0.0% | 0.0% | 33 | +45,697 | 52.76% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 128,921 | 4,781 | 0.04% | — | 34 | +128,921 | New | Q4 2025 | Feb 12, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 127,054 | 4,712 | 2.04% | 1.92% | 35 | +13 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Cumberland Partners Ltd | History | Reduced | 126,135 | 4,678 | 0.29% | 0.29% | 36 | -1,300 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Arlington Capital Management, Inc. | History | New | 125,717 | 4,662 | 2.87% | — | 37 | +125,717 | New | Q4 2025 | Jan 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 114,764 | 4,256 | 0.0% | 0.01% | 38 | -890,392 | -88.58% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 114,231 | 4,236 | 0.04% | — | 39 | +114,231 | New | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 111,631 | 4,236 | 0.8% | 1.04% | 40 | -40,860 | -26.8% | Q4 2025 | Jan 27, 2026 |
| Spruce Point Capital Management, LLC | History | New | 107,400 | 3,983 | 8.28% | — | 41 | +107,400 | New | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 99,595 | 3,693 | 0.47% | 0.45% | 42 | -825 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 95,480 | 3,541 | 1.4% | 1.24% | 43 | +6,323 | 7.09% | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 94,500 | 3,505 | 0.01% | — | 44 | +94,500 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 93,724 | 3,476 | 0.0% | 0.0% | 45 | +62,741 | 202.5% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 86,381 | 3,203 | 0.0% | 0.0% | 46 | +5,634 | 6.98% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 83,099 | 3,082 | 0.0% | 0.0% | 47 | -4,152 | -4.76% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 82,220 | 3,049 | 0.07% | 0.01% | 48 | +74,413 | 953.16% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 76,936 | 2,853 | 0.0% | 0.0% | 49 | -1,997 | -2.53% | Q4 2025 | Feb 06, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 75,044 | 2,783 | 0.24% | 0.23% | 50 | +166 | 0.22% | Q4 2025 | Jan 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 74,647 | 2,768 | 0.0% | 0.0% | 51 | +11,501 | 18.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 72,271 | 2,680 | 0.0% | 0.0% | 52 | +3,420 | 4.97% | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 71,778 | 2,662 | 0.81% | 0.71% | 53 | +9,720 | 15.66% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,066 | 2,635 | 0.0% | 0.0% | 54 | -27,179 | -27.66% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 70,414 | 2,611 | 0.04% | 0.06% | 55 | -28,190 | -28.59% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,742 | 2,549 | 0.0% | 0.0% | 56 | +15,052 | 28.04% | Q4 2025 | Feb 17, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 64,683 | 2,402 | 1.57% | 1.49% | 57 | -590 | -0.9% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 64,103 | 2,377 | 0.01% | — | 58 | +64,103 | New | Q4 2025 | Jan 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 57,010 | 2,114 | 0.01% | 0.01% | 59 | +20,174 | 54.77% | Q4 2025 | Feb 17, 2026 |
| GAM Holding AG | History | New | 51,000 | 1,891 | 0.12% | — | 60 | +51,000 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 48,360 | 1,793 | 0.0% | 0.0% | 61 | -10,963 | -18.48% | Q4 2025 | Feb 17, 2026 |
| Fluent Financial, LLC | History | New | 47,779 | 1,772 | 0.68% | — | 62 | +47,779 | New | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,997 | 1,706 | 0.0% | 0.0% | 63 | -843 | -1.8% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,454 | 1,648 | 0.0% | 0.0% | 64 | -13,568 | -23.38% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,859 | 1,478 | 0.0% | 0.0% | 65 | -2,139 | -5.09% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 37,962 | 1,408 | 0.01% | 0.01% | 66 | +8 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 37,332 | 1,384 | 0.12% | 0.1% | 67 | +910 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 37,241 | 1,381 | 0.34% | — | 68 | +37,241 | New | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 34,981 | 1,297 | 0.04% | 0.28% | 69 | -166,258 | -82.62% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 34,876 | 1,293 | 0.0% | — | 70 | +34,876 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,157 | 1,266 | 0.01% | 0.01% | 71 | +6,662 | 24.23% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 33,587 | 1,245 | 0.02% | 0.02% | 72 | +4,811 | 16.72% | Q4 2025 | Mar 12, 2026 |
| ASSETMARK, INC | History | Reduced | 32,889 | 1,219 | 0.0% | 0.17% | 73 | -2,324,054 | -98.6% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 32,071 | 1,189 | 0.0% | 0.0% | 74 | -5,528 | -14.7% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 30,561 | 1,134 | 0.01% | 0.01% | 75 | -55 | -0.18% | Q4 2025 | Jan 05, 2026 |
| &PARTNERS | History | Added to | 30,132 | 1,117 | 0.01% | 0.0% | 76 | +14,501 | 92.77% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,955 | 1,073 | 0.0% | 0.0% | 77 | -1,433 | -4.72% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,129 | 969 | 0.01% | 0.0% | 78 | +16,277 | 165.22% | Q4 2025 | Jan 12, 2026 |
| Advocate Investing Services LLC | History | New | 25,740 | 954 | 0.85% | — | 79 | +25,740 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 23,750 | 880 | 0.02% | 0.02% | 80 | -300 | -1.25% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,037 | 864 | 0.0% | 0.0% | 81 | +2,682 | 13.18% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,956 | 814 | 0.01% | 0.0% | 82 | +19,277 | 719.56% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 21,560 | 799 | 0.0% | — | 83 | +21,560 | New | Q4 2025 | Mar 20, 2026 |
| Mariner, LLC | History | Added to | 21,069 | 781 | 0.0% | 0.0% | 84 | +160 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Hedges Asset Management LLC | History | No change | 21,000 | 778 | 0.55% | 0.55% | 85 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 20,692 | 767 | 0.0% | 0.0% | 86 | -190,746 | -90.21% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | New | 19,979 | 741 | 0.05% | — | 87 | +19,979 | New | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,628 | 728 | 0.0% | 0.0% | 88 | +728 | 3.85% | Q4 2025 | Mar 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,294 | 678 | 0.0% | 0.0% | 89 | +579 | 3.27% | Q4 2025 | Feb 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 19,800 | 653 | 0.16% | 0.09% | 90 | +8,350 | 72.93% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 17,340 | 643 | 0.0% | 0.0% | 91 | +880 | 5.35% | Q4 2025 | Feb 10, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 17,256 | 640 | 0.24% | 0.21% | 92 | +1,038 | 6.4% | Q4 2025 | Feb 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 16,003 | 593 | 0.09% | 0.08% | 93 | -13 | -0.08% | Q4 2025 | Feb 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 15,530 | 576 | 0.19% | 0.31% | 94 | -10,449 | -40.22% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 14,010 | 519 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,579 | 503 | 0.0% | 0.0% | 96 | +1,110 | 8.9% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | No change | 13,333 | 494 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | Reduced | 13,284 | 492 | 0.0% | 0.0% | 98 | -2,387 | -15.23% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,880 | 477 | 0.0% | 0.0% | 99 | +305 | 2.43% | Q4 2025 | Feb 18, 2026 |
| Parcion Private Wealth LLC | History | No change | 12,650 | 469 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,309 | 456 | 0.0% | 0.0% | 101 | +1,881 | 18.04% | Q4 2025 | Feb 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 12,310 | 456 | 0.24% | 0.23% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,014 | 445 | 0.0% | 0.0% | 103 | +941 | 8.5% | Q4 2025 | Feb 18, 2026 |
| Janney Capital Management LLC | History | New | 11,816 | 438 | 0.03% | — | 104 | +11,816 | New | Q4 2025 | Feb 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 11,832 | 438 | 0.1% | 0.09% | 105 | +86 | 0.73% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | New | 11,646 | 431 | 0.01% | — | 106 | +11,646 | New | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 10,937 | 405 | 0.16% | 0.14% | 107 | +278 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 10,753 | 398 | 0.0% | — | 108 | +10,753 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 10,603 | 393 | 0.0% | 0.0% | 109 | +1,154 | 12.21% | Q4 2025 | Jan 26, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 10,600 | 393 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,567 | 391 | 0.01% | 0.02% | 111 | -10,900 | -50.78% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,337 | 383 | 0.0% | 0.0% | 112 | +2,926 | 39.48% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,115 | 375 | 0.0% | 0.0% | 113 | +4,202 | 71.06% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,216 | 341 | 0.01% | 0.01% | 114 | -1,300 | -12.36% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,216 | 341 | 0.05% | 0.06% | 115 | -1,300 | -12.36% | Q4 2025 | Jan 27, 2026 |
| LJI Wealth Management, LLC | History | No change | 9,005 | 333 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,823 | 327 | 0.0% | 0.0% | 117 | +589 | 7.15% | Q4 2025 | Jan 23, 2026 |
| CPA Asset Management Group, LLC | History | New | 8,471 | 314 | 0.11% | — | 118 | +8,471 | New | Q4 2025 | Jan 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,454 | 313 | 0.04% | 0.05% | 119 | -2,230 | -20.87% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,393 | 311 | 0.0% | 0.0% | 120 | +406 | 5.08% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,358 | 309 | 0.0% | 0.0% | 121 | +52 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,060 | 298 | 0.01% | 0.01% | 122 | -1,611 | -16.66% | Q4 2025 | Feb 19, 2026 |
| AMJ Financial Wealth Management | History | Added to | 7,977 | 295 | 0.07% | 0.06% | 123 | +352 | 4.62% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,895 | 292 | 0.02% | 0.02% | 124 | -1,299 | -14.13% | Q4 2025 | Feb 03, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7,683 | 284 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 7,508 | 278 | 0.0% | 0.0% | 126 | +538 | 7.72% | Q4 2025 | Jan 15, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 7,352 | 272 | 0.16% | 0.15% | 127 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,320 | 271 | 0.01% | 0.01% | 128 | -3,111 | -29.82% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,100 | 263 | 0.01% | 0.01% | 129 | +537 | 8.18% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,079 | 262 | 0.0% | — | 130 | +7,079 | New | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | New | 7,135 | 252 | 0.0% | — | 131 | +7,135 | New | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 6,707 | 247 | 0.01% | 0.01% | 133 | +93 | 1.41% | Q4 2025 | Jan 08, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,685 | 247 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 6,611 | 245 | 0.01% | 0.01% | 134 | +98 | 1.5% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,573 | 243 | 0.0% | 0.0% | 135 | +2,067 | 45.87% | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 6,550 | 242 | 0.0% | 0.0% | 136 | -1,850 | -22.02% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | New | 6,466 | 239 | 0.01% | — | 137 | +6,466 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,299 | 233 | 0.0% | 0.0% | 138 | +1,002 | 18.92% | Q4 2025 | Feb 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 6,295 | 233 | 0.02% | 0.02% | 139 | -340 | -5.12% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,148 | 228 | 0.0% | 0.01% | 140 | -10,009 | -61.95% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,107 | 226 | 0.01% | 0.0% | 141 | +188 | 3.18% | Q4 2025 | Feb 11, 2026 |
| Purkiss Capital Advisors LLC | History | New | 6,092 | 225 | 0.11% | — | 142 | +6,092 | New | Q4 2025 | Feb 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,954 | 221 | 0.01% | 0.01% | 143 | +97 | 1.66% | Q4 2025 | Feb 12, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 5,882 | 218 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nautilus Advisors LLC | History | New | 5,588 | 207 | 0.14% | — | 145 | +5,588 | New | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,432 | 201 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | New | 12,075 | 197 | 0.0% | — | 147 | +12,075 | New | Q4 2025 | Mar 09, 2026 |
| HOWE & RUSLING INC | History | New | 4,924 | 182 | 0.01% | — | 148 | +4,924 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,680 | 173 | 0.01% | 0.01% | 149 | +2,251 | 92.67% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 4,108 | 152 | 0.0% | 0.0% | 150 | +3,030 | 281.08% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,025 | 149 | 0.0% | 0.0% | 151 | -194 | -4.6% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 3,855 | 143 | 0.0% | 0.0% | 152 | +764 | 24.72% | Q4 2025 | Jan 26, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,300 | 122 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,542 | 94 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 2,224 | 82 | 0.0% | — | 155 | +2,224 | New | Q4 2025 | Feb 05, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 2,155 | 79 | 0.02% | 0.01% | 156 | -259 | -10.73% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,897 | 70 | 0.0% | — | 157 | +1,897 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,868 | 69 | 0.0% | 0.01% | 158 | -208 | -10.02% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | No change | 1,854 | 68 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,792 | 66 | 0.0% | 0.0% | 160 | +7 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,770 | 65 | 0.0% | 0.0% | 161 | +445 | 33.58% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 1,745 | 64 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | No change | 1,748 | 64 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,708 | 63 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,695 | 62 | 0.0% | 0.0% | 165 | -130 | -7.12% | Q4 2025 | Feb 17, 2026 |
| Planning Project LLC | History | New | 1,548 | 57 | 0.01% | — | 166 | +1,548 | New | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,439 | 53 | 0.01% | — | 170 | +1,439 | New | Q4 2025 | Feb 09, 2026 |
| Activest Wealth Management | History | New | 1,431 | 53 | 0.01% | — | 169 | +1,431 | New | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,434 | 53 | 0.0% | 0.0% | 168 | +7 | 0.49% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,445 | 53 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,400 | 51 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 1,290 | 47 | 0.01% | — | 172 | +1,290 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 1,221 | 45 | 0.0% | 0.0% | 173 | -546 | -30.9% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,182 | 44 | 0.0% | — | 174 | +1,182 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 1,169 | 43 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,077 | 39 | 0.0% | — | 176 | +1,077 | New | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 1,075 | 39 | 0.04% | — | 177 | +1,075 | New | Q4 2025 | Mar 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 977 | 36 | 0.0% | 0.0% | 178 | -76 | -7.22% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 869 | 32 | 0.0% | — | 179 | +869 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 855 | 31 | 0.0% | 0.0% | 180 | +394 | 85.47% | Q4 2025 | Feb 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 839 | 31 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 826 | 30 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 737 | 27 | 0.0% | 0.0% | 183 | +26 | 3.66% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 621 | 23 | 0.02% | — | 184 | +621 | New | Q4 2025 | Feb 10, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 600 | 22 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | New | 550 | 20 | 0.0% | — | 187 | +550 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 546 | 20 | 0.0% | — | 188 | +546 | New | Q4 2025 | Jan 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 555 | 20 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Reduced | 500 | 18 | 0.0% | 0.01% | 189 | -500 | -50.0% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 473 | 17 | 0.0% | — | 190 | +473 | New | Q4 2025 | Feb 03, 2026 |
| Addison Advisors LLC | History | No change | 445 | 16 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 399 | 15 | 0.0% | — | 192 | +399 | New | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | New | 373 | 13 | 0.0% | — | 193 | +373 | New | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 373 | 13 | 0.01% | — | 194 | +373 | New | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | No change | 340 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Byrne Asset Management LLC | History | No change | 347 | 12 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 307 | 11 | 0.0% | 0.0% | 197 | +225 | 274.39% | Q4 2025 | Feb 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 302 | 11 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 283 | 10 | 0.01% | — | 199 | +283 | New | Q4 2025 | Jan 30, 2026 |
| Solstein Capital, LLC | History | No change | 220 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 205 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | New | 181 | 6 | 0.0% | — | 202 | +181 | New | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 165 | 6 | 0.0% | — | 204 | +165 | New | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 170 | 6 | 0.0% | 0.0% | 203 | +2 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | New | 160 | 5 | 0.0% | — | 207 | +160 | New | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 160 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crews Bank & Trust | History | No change | 140 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | New | 131 | 4 | 0.0% | — | 208 | +131 | New | Q4 2025 | Feb 02, 2026 |
| STEPH & CO | History | New | 106 | 3 | 0.0% | — | 209 | +106 | New | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | New | 83 | 3 | 0.0% | — | 211 | +83 | New | Q4 2025 | Jan 22, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 85 | 3 | 0.0% | 0.0% | 214 | -3 | -3.41% | Q4 2025 | Jan 14, 2026 |
| Founders Capital Management | History | No change | 84 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 87 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 79 | 2 | 0.0% | 0.0% | 215 | -2,933 | -97.38% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 69 | 2 | 0.0% | — | 216 | +69 | New | Q4 2025 | Jan 27, 2026 |
| Lummis Asset Management, LP | History | New | 50 | 1 | 0.0% | — | 218 | +50 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 28 | 1 | 0.0% | — | 217 | +28 | New | Q4 2025 | Jan 21, 2026 |
| bLong Financial, LLC | History | Closed out | 0 | 0 | — | 6.8% | — | -283,936 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -171,090 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -46,967 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -33,373 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -25,560 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -24,490 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,951 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.38% | — | -18,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,324 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,946 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,662 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,586 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,789 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,565 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,655 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,514 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,653 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Uniplan Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,435 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,397 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,191 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -348 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8 | 0 | — | 0.0% | — | -292 | -97.33% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q3 2025 | Nov 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 21, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smartleaf Asset Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |