iShares, Inc. - EUSA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | History | Reduced | 1,791,661 | 185,204 | 0.17% | 0.17% | 1 | -42,297 | -2.31% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,075,891 | 111,214 | 0.01% | 0.0% | 2 | +754,665 | 234.93% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 376,631 | 40,420 | 1.86% | 1.81% | 3 | +25,741 | 7.34% | Q4 2025 | Feb 09, 2026 |
| GenTrust, LLC | History | Reduced | 370,631 | 38,312 | 1.65% | 1.76% | 4 | -4,462 | -1.19% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 328,911 | 33,999 | 0.01% | 0.01% | 5 | -1,843 | -0.56% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 320,882 | 33,169 | 0.0% | 0.0% | 6 | -39,901 | -11.06% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 307,332 | 31,768 | 0.19% | 0.2% | 7 | -3,252 | -1.05% | Q4 2025 | Jan 29, 2026 |
| Calydon Capital | History | Added to | 283,196 | 29,273 | 4.94% | 3.38% | 8 | +77,244 | 37.51% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 263,723 | 27,261 | 0.03% | 0.02% | 9 | +77,243 | 41.42% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 254,922 | 26,351 | 0.02% | 0.02% | 10 | +12,262 | 5.05% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 238,866 | 24,691 | 0.48% | 0.6% | 11 | -2,040 | -0.85% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 234,544 | 24,244 | 1.01% | 0.98% | 12 | +10,936 | 4.89% | Q4 2025 | Jan 27, 2026 |
| Private Advisory Group LLC | History | Added to | 213,680 | 22,088 | 1.73% | 1.75% | 13 | +7,179 | 3.48% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 170,142 | 17,587 | 0.02% | 0.0% | 14 | +151,972 | 836.39% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 151,845 | 15,696 | 0.0% | 0.0% | 15 | +22,799 | 17.67% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | Added to | 151,634 | 15,674 | 2.24% | 2.28% | 16 | +604 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Ironwood Financial, llc | History | Reduced | 120,848 | 12,896 | 2.19% | 2.35% | 17 | -8,195 | -6.35% | Q4 2025 | Jan 15, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 99,998 | 10,337 | 0.31% | 0.45% | 18 | -2 | -0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 90,663 | 9,371 | 0.0% | 0.0% | 19 | -182,256 | -66.78% | Q4 2025 | Feb 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 85,453 | 8,833 | 5.01% | 4.97% | 20 | +4,869 | 6.04% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 85,344 | 8,822 | 0.0% | 0.0% | 21 | -5,233 | -5.78% | Q4 2025 | Feb 13, 2026 |
| PALLADIEM, LLC | History | New | 79,468 | 8,283 | 7.85% | — | 22 | +79,468 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 79,161 | 8,182 | 0.0% | 0.0% | 23 | +54,118 | 216.1% | Q4 2025 | Mar 25, 2026 |
| Financial Architects, LLC | History | Added to | 76,810 | 7,939 | 4.27% | 4.23% | 24 | +4,515 | 6.25% | Q4 2025 | Jan 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 73,070 | 7,553 | 5.17% | 5.14% | 25 | +2,281 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 64,070 | 6,622 | 1.8% | 1.84% | 26 | -2,779 | -4.16% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 59,174 | 6,116 | 0.46% | 0.48% | 27 | +1,148 | 1.98% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 53,974 | 5,579 | 0.0% | 0.0% | 28 | +11,504 | 27.09% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 50,038 | 5,173 | 0.0% | — | 29 | +50,038 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,696 | 5,137 | 0.0% | 0.0% | 30 | -489,653 | -90.79% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 49,511 | 5,117 | 0.34% | 0.33% | 31 | +3,402 | 7.38% | Q4 2025 | Feb 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,220 | 4,571 | 0.01% | 0.01% | 32 | -31,369 | -41.5% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,200 | 4,362 | 0.0% | 0.0% | 33 | +38,025 | 910.78% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 38,377 | 3,967 | 0.53% | 0.37% | 34 | +13,268 | 52.84% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 34,762 | 3,593 | 0.0% | 0.01% | 35 | +1,850 | 5.62% | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,688 | 3,585 | 0.04% | 0.05% | 36 | -89 | -0.26% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,094 | 3,317 | 0.0% | 0.01% | 37 | -18,310 | -36.33% | Q4 2025 | Feb 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 27,474 | 2,840 | 0.11% | 0.12% | 38 | -1,647 | -5.66% | Q4 2025 | Jan 20, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 25,638 | 2,650 | 1.64% | 1.66% | 39 | -1,290 | -4.79% | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | Reduced | 25,170 | 2,601 | 0.21% | 0.39% | 40 | -20,468 | -44.85% | Q4 2025 | Jan 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 25,162 | 2,600 | 0.01% | 0.01% | 41 | -1,554 | -5.82% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,645 | 2,547 | 0.04% | 0.03% | 42 | +2,534 | 11.46% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,560 | 2,507 | 0.0% | 0.0% | 43 | -578 | -2.39% | Q4 2025 | Jan 08, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 23,811 | 2,461 | 0.78% | 0.88% | 44 | -389 | -1.61% | Q4 2025 | Jan 08, 2026 |
| Pembroke Management, LTD | History | Added to | 23,623 | 2,441 | 0.25% | 0.2% | 45 | +3,606 | 18.01% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,563 | 2,435 | 0.0% | 0.0% | 46 | -8,341 | -26.14% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 23,342 | 2,412 | 0.0% | 0.0% | 47 | -3,981 | -14.57% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 20,097 | 2,077 | 0.0% | 0.0% | 48 | +760 | 3.93% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,923 | 2,059 | 0.0% | 0.0% | 49 | +234 | 1.19% | Q4 2025 | Feb 02, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 19,311 | 1,996 | 0.02% | 0.71% | 50 | -495,949 | -96.25% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 266,283 | 1,933 | 0.04% | 0.9% | 51 | -428,926 | -61.7% | Q4 2025 | Jan 07, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 18,577 | 1,920 | 0.39% | 0.4% | 52 | -78 | -0.42% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 17,330 | 1,791 | 0.0% | 0.0% | 53 | -1,090 | -5.92% | Q4 2025 | Feb 05, 2026 |
| Selby Wealth Management, LLC | History | New | 16,906 | 1,747 | 0.7% | — | 54 | +16,906 | New | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 16,435 | 1,698 | 0.11% | 0.13% | 55 | -95 | -0.57% | Q4 2025 | Feb 09, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 16,000 | 1,653 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | New | 15,463 | 1,598 | 0.28% | — | 57 | +15,463 | New | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 15,239 | 1,575 | 0.04% | — | 58 | +15,239 | New | Q4 2025 | Feb 09, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 15,158 | 1,566 | 1.18% | 1.25% | 59 | -547 | -3.48% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,956 | 1,546 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | Added to | 14,348 | 1,483 | 0.38% | 0.39% | 61 | +34 | 0.24% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,044 | 1,451 | 0.0% | 0.0% | 62 | +791 | 5.97% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 13,012 | 1,345 | 0.0% | 0.0% | 63 | +1,360 | 11.67% | Q4 2025 | Feb 11, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 12,640 | 1,306 | 0.37% | 0.39% | 64 | +68 | 0.54% | Q4 2025 | Jan 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 12,450 | 1,286 | 0.41% | 0.43% | 65 | -200 | -1.58% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,468 | 1,185 | 0.0% | 0.0% | 66 | +425 | 3.85% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 11,287 | 1,166 | 0.07% | 0.06% | 67 | +2,887 | 34.37% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,611 | 1,096 | 0.02% | 0.02% | 68 | -130 | -1.21% | Q4 2025 | Feb 11, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 10,310 | 1,065 | 1.17% | 1.18% | 69 | -52 | -0.5% | Q4 2025 | Jan 23, 2026 |
| Sharkey, Howes & Javer | History | No change | 9,974 | 1,031 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Finley Financial, LLC | History | Added to | 9,860 | 1,019 | 0.47% | 0.29% | 71 | +3,860 | 64.33% | Q4 2025 | Jan 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,578 | 990 | 0.02% | — | 72 | +9,578 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,422 | 973 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| McLean Asset Management Corp | History | No change | 9,095 | 971 | 0.17% | 0.19% | 74 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 9,043 | 934 | 0.09% | 0.06% | 75 | +3,408 | 60.48% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,010 | 931 | 0.02% | 0.02% | 76 | -532 | -5.58% | Q4 2025 | Feb 06, 2026 |
| Goodman Financial Corp | History | Added to | 8,685 | 897 | 0.17% | 0.05% | 77 | +5,952 | 217.78% | Q4 2025 | Jan 08, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 8,599 | 888 | 0.74% | 0.76% | 78 | -780 | -8.32% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,306 | 858 | 0.0% | 0.0% | 79 | +1,530 | 22.58% | Q4 2025 | Feb 17, 2026 |
| Aspire Growth Partners LLC | History | Added to | 8,237 | 851 | 0.59% | 0.62% | 80 | +44 | 0.54% | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 8,169 | 844 | 0.08% | 0.08% | 81 | -215 | -2.56% | Q4 2025 | Jan 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 7,978 | 824 | 0.12% | 0.13% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 7,700 | 795 | 0.05% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,600 | 785 | 0.01% | 0.01% | 84 | -1,402 | -15.57% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 7,210 | 745 | 0.03% | 0.02% | 85 | +2,993 | 70.97% | Q4 2025 | Jan 23, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 6,684 | 690 | 0.1% | 0.8% | 86 | -46,383 | -87.4% | Q4 2025 | Jan 06, 2026 |
| Farrell Financial LLC | History | Added to | 6,643 | 686 | 0.4% | 0.43% | 87 | +29 | 0.44% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Added to | 6,633 | 685 | 0.03% | 0.03% | 88 | +659 | 11.03% | Q4 2025 | Jan 27, 2026 |
| Miller Capital Partners, Inc. | History | New | 6,626 | 684 | 0.34% | — | 89 | +6,626 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,472 | 669 | 0.0% | 0.0% | 90 | +1,350 | 26.36% | Q4 2025 | Feb 05, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,426 | 664 | 0.07% | 0.09% | 91 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,848 | 604 | 0.0% | 0.0% | 92 | +436 | 8.06% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,749 | 594 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 5,500 | 568 | 0.35% | 0.38% | 94 | -100 | -1.79% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,249 | 542 | 0.0% | 0.0% | 95 | -192 | -3.53% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,826 | 498 | 0.03% | 0.03% | 96 | -13 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,525 | 467 | 0.0% | 0.0% | 97 | +1 | 0.02% | Q4 2025 | Mar 16, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,462 | 461 | 0.05% | 0.05% | 98 | -188 | -4.04% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 3,327 | 343 | 0.0% | 0.0% | 99 | +500 | 17.69% | Q4 2025 | Jan 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 3,225 | 333 | 0.01% | — | 100 | +3,225 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,946 | 304 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,870 | 296 | 0.0% | 0.0% | 102 | +270 | 10.38% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | No change | 2,754 | 284 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,689 | 278 | 0.01% | 0.02% | 104 | -5,397 | -66.74% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,589 | 267 | 0.0% | 0.0% | 105 | +532 | 25.86% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,573 | 265 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,513 | 259 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,502 | 258 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,485 | 256 | 0.01% | 0.02% | 109 | -3,880 | -60.96% | Q4 2025 | Feb 02, 2026 |
| WealthTrust Axiom LLC | History | Added to | 2,466 | 254 | 0.07% | 0.06% | 110 | +266 | 12.09% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,449 | 253 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,383 | 246 | 0.0% | — | 112 | +2,383 | New | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,304 | 238 | 0.0% | 0.0% | 113 | -3,500 | -60.3% | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | New | 2,305 | 238 | 0.1% | — | 115 | +2,305 | New | Q4 2025 | Feb 13, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 2,306 | 238 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LCW Services, LLC | History | New | 2,182 | 225 | 0.12% | — | 116 | +2,182 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 2,128 | 219 | 0.0% | 0.0% | 117 | -24 | -1.12% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 2,047 | 211 | 0.0% | 0.0% | 118 | -524 | -20.38% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,027 | 209 | 0.0% | 0.0% | 119 | +11 | 0.55% | Q4 2025 | Feb 19, 2026 |
| HM PAYSON & CO | History | New | 2,000 | 206 | 0.0% | — | 120 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 1,949 | 201 | 0.36% | 0.41% | 121 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,925 | 198 | 0.0% | 0.0% | 122 | -389 | -16.81% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,650 | 170 | 0.0% | — | 124 | +1,650 | New | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,648 | 170 | 0.01% | 0.01% | 123 | -9 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 1,500 | 155 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | New | 1,448 | 149 | 0.0% | — | 126 | +1,448 | New | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,190 | 123 | 0.0% | 0.0% | 127 | -996 | -45.56% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,111 | 114 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,090 | 112 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 1,038 | 107 | 0.0% | 0.0% | 130 | -91 | -8.06% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 970 | 100 | 0.0% | — | 131 | +970 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 766 | 79 | 0.0% | — | 132 | +766 | New | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 749 | 77 | 0.07% | 0.05% | 133 | +242 | 47.73% | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 404 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 275 | 28 | 0.01% | — | 135 | +275 | New | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 275 | 28 | 0.0% | 0.0% | 136 | +10 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | New | 240 | 24 | 0.0% | — | 137 | +240 | New | Q4 2025 | Jan 30, 2026 |
| United Community Bank | History | New | 213 | 22 | 0.01% | — | 138 | +213 | New | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 191 | 20 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WFA of San Diego, LLC | History | No change | 165 | 17 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 122 | 12 | 0.0% | — | 141 | +122 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | No change | 100 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 83 | 8 | 0.0% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 50 | 5 | 0.0% | — | 144 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 40 | 4 | 0.0% | — | 145 | +40 | New | Q4 2025 | Feb 05, 2026 |
| Glassman Wealth Services | History | No change | 30 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 148 | -39 | -78.0% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | No change | 19 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 17 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,512 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,960 | -100.0% | Q3 2025 | Oct 10, 2025 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.72% | — | -11,534 | -100.0% | Q3 2025 | Feb 11, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,896 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,697 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,123 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -1,320 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 28, 2025 |