iSHARES TRUST - EUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,290,960 | 232,326 | 0.0% | 0.0% | 1 | +41,422 | 0.79% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 631,412 | 27,725 | 0.83% | 0.84% | 2 | +16,718 | 2.72% | Q4 2025 | Jan 16, 2026 |
| IMPACTfolio, LLC | History | Added to | 602,200 | 26,442 | 11.1% | 9.9% | 3 | +79,544 | 15.22% | Q4 2025 | Jan 07, 2026 |
| LPL Financial LLC | History | Added to | 584,922 | 25,683 | 0.01% | 0.01% | 4 | +169,761 | 40.89% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 483,592 | 21,234 | 0.01% | 0.01% | 5 | -20,756 | -4.12% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 430,304 | 18,916 | 0.03% | 0.04% | 6 | -25,787 | -5.65% | Q4 2025 | Feb 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 359,666 | 15,792 | 3.03% | 3.2% | 7 | +14,593 | 4.23% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 317,943 | 13,960 | 0.01% | 0.01% | 8 | +19,413 | 6.5% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 298,894 | 13,124 | 0.0% | 0.0% | 9 | -72,161 | -19.45% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 239,592 | 10,520 | 0.04% | — | 10 | +239,592 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 157,030 | 6,895 | 0.0% | 0.0% | 11 | +12,621 | 8.74% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 155,303 | 6,819 | 0.1% | 0.1% | 12 | +167 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | New | 128,903 | 5,660 | 1.59% | — | 13 | +128,903 | New | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 91,688 | 4,026 | 0.01% | 0.02% | 14 | -1,639 | -1.76% | Q4 2025 | Feb 06, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 82,999 | 3,644 | 0.84% | 1.09% | 15 | -21,473 | -20.55% | Q4 2025 | Jan 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 81,818 | 3,592 | 0.44% | 0.47% | 16 | -3,944 | -4.6% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 80,772 | 3,546 | 0.06% | 0.07% | 17 | +2,151 | 2.74% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,596 | 3,363 | 0.0% | 0.0% | 18 | -214,084 | -73.65% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 74,879 | 3,288 | 0.0% | — | 19 | +74,879 | New | Q4 2025 | Feb 17, 2026 |
| Jordan Park Group LLC | History | No change | 74,646 | 3,277 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 71,609 | 3,144 | 1.56% | 1.57% | 21 | +6,402 | 9.82% | Q4 2025 | Jan 26, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 71,394 | 3,134 | 2.23% | 2.25% | 22 | +1,258 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 70,365 | 3,089 | 0.0% | 0.0% | 23 | +9,768 | 16.12% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 69,524 | 3,052 | 1.13% | 1.02% | 24 | +9,261 | 15.37% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 66,614 | 2,925 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,162 | 2,597 | 0.0% | 0.0% | 26 | -3,932 | -6.23% | Q4 2025 | Feb 17, 2026 |
| SOFI WEALTH, LLC | History | Added to | 57,386 | 2,519 | 0.13% | 0.12% | 27 | +7,899 | 15.96% | Q4 2025 | Jan 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 49,884 | 2,190 | 0.05% | 0.05% | 28 | +6,686 | 15.48% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 47,201 | 2,073 | 0.0% | 0.0% | 29 | -472 | -0.99% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 44,660 | 1,961 | 0.07% | 0.09% | 30 | -14,386 | -24.36% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 44,459 | 1,952 | 0.02% | 0.02% | 31 | +1,790 | 4.2% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 41,969 | 1,842 | 0.02% | 0.02% | 32 | +333 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 41,771 | 1,834 | 0.33% | 0.37% | 33 | -3,257 | -7.23% | Q4 2025 | Jan 14, 2026 |
| Accredited Investors Inc. | History | Added to | 40,733 | 1,788 | 0.09% | 0.1% | 34 | +1,546 | 3.95% | Q4 2025 | Feb 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 40,183 | 1,764 | 0.14% | 0.14% | 35 | +1,616 | 4.19% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,072 | 1,759 | 0.0% | 0.0% | 36 | +4,281 | 11.96% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,011 | 1,756 | 0.0% | 0.0% | 37 | +6,861 | 20.7% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 39,737 | 1,744 | 0.01% | 0.01% | 38 | +3,769 | 10.48% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 39,676 | 1,742 | 0.0% | 0.0% | 39 | +359 | 0.91% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,718 | 1,612 | 0.0% | 0.0% | 40 | -641 | -1.72% | Q4 2025 | Feb 12, 2026 |
| Haverford Trust Co | History | Added to | 35,865 | 1,574 | 0.01% | 0.01% | 41 | +1,137 | 3.27% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 35,313 | 1,550 | 0.12% | 0.08% | 42 | +10,962 | 45.02% | Q4 2025 | Jan 23, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 34,452 | 1,512 | 0.79% | — | 43 | +34,452 | New | Q4 2025 | Feb 12, 2026 |
| Skyline Advisors, Inc. | History | Added to | 33,473 | 1,469 | 0.49% | 0.47% | 44 | +2,181 | 6.97% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,140 | 1,411 | 0.0% | 0.0% | 45 | -4,100 | -11.31% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 31,384 | 1,378 | 0.01% | 0.01% | 46 | +99 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 29,942 | 1,314 | 0.21% | 0.19% | 47 | +372 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 29,643 | 1,301 | 0.16% | 0.17% | 48 | -425 | -1.41% | Q4 2025 | Jan 14, 2026 |
| Davis Wealth Advisors, LLC | History | New | 28,675 | 1,259 | 1.05% | — | 49 | +28,675 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 27,599 | 1,211 | 0.0% | 0.0% | 50 | +2,266 | 8.94% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | Added to | 27,058 | 1,188 | 0.12% | 0.11% | 51 | +1,825 | 7.23% | Q4 2025 | Jan 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 24,635 | 1,081 | 0.08% | 0.08% | 52 | -127 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Xena Financial Planning, LLC | History | New | 24,460 | 1,074 | 1.26% | — | 53 | +24,460 | New | Q4 2025 | Jan 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 23,948 | 1,052 | 0.01% | 0.01% | 54 | -800 | -3.23% | Q4 2025 | Jan 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,508 | 1,032 | 0.01% | 0.01% | 55 | +537 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,046 | 968 | 0.0% | 0.0% | 56 | +2,078 | 10.41% | Q4 2025 | Feb 05, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 21,932 | 963 | 0.12% | 0.09% | 57 | +5,535 | 33.76% | Q4 2025 | Jan 07, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 21,812 | 957 | 0.26% | 0.32% | 58 | -3,908 | -15.19% | Q4 2025 | Jan 07, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 20,850 | 915 | 0.14% | 0.14% | 59 | -59 | -0.28% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 20,400 | 895 | 0.0% | 0.0% | 60 | -4,300 | -17.41% | Q4 2025 | Mar 20, 2026 |
| Brookstone Capital Management | History | Added to | 19,199 | 843 | 0.01% | 0.01% | 61 | +1,656 | 9.44% | Q4 2025 | Jan 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 17,190 | 754 | 0.1% | 0.11% | 62 | -1,474 | -7.9% | Q4 2025 | Jan 13, 2026 |
| KWB Wealth | History | Added to | 16,953 | 744 | 0.07% | 0.05% | 63 | +7,521 | 79.74% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | Reduced | 16,880 | 741 | 0.0% | 0.01% | 64 | -2,617 | -13.42% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,669 | 732 | 0.0% | 0.0% | 65 | +437 | 2.69% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,397 | 676 | 0.0% | 0.0% | 66 | +812 | 5.57% | Q4 2025 | Feb 10, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 15,010 | 659 | 0.05% | 0.05% | 67 | -165 | -1.09% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,303 | 628 | 0.02% | 0.14% | 68 | -62,003 | -81.26% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 14,158 | 621 | 0.0% | 0.0% | 69 | -25 | -0.18% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 14,084 | 618 | 0.09% | 0.09% | 70 | +1,243 | 9.68% | Q4 2025 | Jan 23, 2026 |
| Sonoma Allocations LLC | History | Added to | 13,941 | 610 | 0.2% | 0.11% | 71 | +7,129 | 104.65% | Q4 2025 | Feb 23, 2026 |
| Rockport Wealth LLC | History | No change | 13,536 | 594 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 13,500 | 591 | 0.02% | 0.02% | 73 | +800 | 6.3% | Q4 2025 | Feb 18, 2026 |
| Essential Planning, LLC. | History | Added to | 13,301 | 584 | 0.19% | 0.2% | 74 | +13 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 13,297 | 583 | 0.0% | — | 75 | +13,297 | New | Q4 2025 | Feb 18, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 13,270 | 582 | 0.14% | 0.11% | 76 | +2,980 | 28.96% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,064 | 573 | 0.02% | 0.01% | 77 | +7,404 | 130.81% | Q4 2025 | Jan 30, 2026 |
| Goldstein Advisors, LLC | History | Added to | 12,912 | 566 | 0.06% | 0.07% | 78 | +90 | 0.7% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,862 | 564 | 0.0% | 0.0% | 79 | +907 | 7.59% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 12,502 | 548 | 0.17% | 0.14% | 80 | +2,636 | 26.72% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,424 | 545 | 0.01% | 0.01% | 81 | -944 | -7.06% | Q4 2025 | Feb 09, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 12,088 | 531 | 0.21% | 0.44% | 82 | -11,640 | -49.06% | Q4 2025 | Feb 11, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 11,827 | 519 | 0.42% | 0.43% | 83 | +223 | 1.92% | Q4 2025 | Feb 03, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 11,478 | 505 | 0.17% | 0.18% | 84 | -15 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,495 | 504 | 0.01% | 0.01% | 85 | -2,349 | -16.97% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 9,746 | 427 | 0.06% | 0.07% | 86 | -25 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 9,718 | 426 | 0.38% | — | 87 | +9,718 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Management, LLC | History | New | 9,710 | 426 | 0.23% | — | 88 | +9,710 | New | Q4 2025 | Jan 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,669 | 424 | 0.01% | 0.01% | 89 | +148 | 1.55% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,614 | 422 | 0.0% | — | 90 | +9,614 | New | Q4 2025 | Jan 29, 2026 |
| Traveka Wealth, LLC | History | Added to | 9,097 | 399 | 0.16% | 0.11% | 91 | +3,257 | 55.77% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | No change | 9,066 | 398 | 0.0% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Connections Group, Inc. | History | Added to | 8,482 | 372 | 0.13% | 0.13% | 93 | +865 | 11.36% | Q4 2025 | Jan 23, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 8,446 | 370 | 0.15% | 0.16% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,131 | 357 | 0.0% | 0.0% | 95 | -8,552 | -51.26% | Q4 2025 | Feb 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 8,117 | 356 | 0.06% | 0.04% | 96 | +3,050 | 60.19% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,896 | 346 | 0.01% | 0.01% | 97 | -1,831 | -18.82% | Q4 2025 | Jan 09, 2026 |
| Keener Financial Planning LLC | History | Added to | 7,756 | 340 | 0.15% | 0.11% | 98 | +2,279 | 41.61% | Q4 2025 | Jan 23, 2026 |
| Mason & Associates Inc | History | Added to | 7,466 | 327 | 0.06% | 0.06% | 99 | +200 | 2.75% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,252 | 318 | 0.01% | 0.01% | 100 | -21 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 7,237 | 317 | 0.0% | — | 102 | +7,237 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 7,237 | 317 | 0.0% | 0.0% | 101 | +475 | 7.02% | Q4 2025 | Feb 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 7,233 | 317 | 0.19% | 0.19% | 103 | +234 | 3.34% | Q4 2025 | Jan 14, 2026 |
| Western Wealth Management, LLC | History | New | 6,960 | 305 | 0.01% | — | 104 | +6,960 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 6,909 | 303 | 0.01% | 0.01% | 105 | -207 | -2.91% | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,762 | 296 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 6,701 | 294 | 0.09% | 0.09% | 107 | +362 | 5.71% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,665 | 292 | 0.01% | 0.01% | 108 | -2,661 | -28.53% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,151 | 270 | 0.01% | 0.01% | 109 | -144 | -2.29% | Q4 2025 | Jan 29, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 6,027 | 264 | 0.06% | 0.07% | 110 | -117 | -1.9% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,776 | 253 | 0.0% | 0.0% | 111 | -4,128 | -41.68% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 5,629 | 247 | 0.0% | 0.0% | 112 | +225 | 4.16% | Q4 2025 | Feb 17, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 5,226 | 229 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 5,179 | 227 | 0.07% | 0.07% | 114 | +29 | 0.56% | Q4 2025 | Feb 10, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 5,136 | 225 | 0.14% | 0.14% | 115 | +60 | 1.18% | Q4 2025 | Feb 10, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 4,953 | 217 | 0.11% | 0.12% | 116 | +30 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | New | 4,922 | 216 | 0.07% | — | 117 | +4,922 | New | Q4 2025 | Jan 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 4,667 | 204 | 0.01% | 0.01% | 118 | -509 | -9.83% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,512 | 198 | 0.0% | 0.0% | 119 | -1,063 | -19.07% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,881 | 170 | 0.02% | 0.03% | 120 | -570 | -12.81% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | New | 3,484 | 153 | 0.0% | — | 121 | +3,484 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3,150 | 138 | 0.12% | — | 122 | +3,150 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 2,917 | 128 | 0.0% | 0.0% | 123 | +62 | 2.17% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 2,650 | 116 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 2,513 | 110 | 0.01% | 0.01% | 125 | +27 | 1.09% | Q4 2025 | Jan 20, 2026 |
| Armor Investment Advisors, LLC | History | New | 1,971 | 86 | 0.03% | — | 126 | +1,971 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,843 | 80 | 0.0% | 0.0% | 127 | +5 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,371 | 60 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | No change | 1,347 | 59 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,330 | 58 | 0.0% | 0.0% | 130 | +1,030 | 343.33% | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,105 | 48 | 0.03% | 0.03% | 131 | -65 | -5.56% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 858 | 37 | 0.0% | — | 132 | +858 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 763 | 33 | 0.03% | 0.02% | 133 | +300 | 64.79% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 605 | 26 | 0.01% | — | 134 | +605 | New | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 601 | 26 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 535 | 23 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 416 | 18 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 387 | 17 | 0.0% | 0.0% | 138 | -4,535 | -92.14% | Q4 2025 | Jan 26, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 310 | 13 | 0.0% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 293 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 264 | 11 | 0.0% | 0.0% | 142 | -994 | -79.01% | Q4 2025 | Mar 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 268 | 11 | 0.0% | 0.0% | 141 | -257 | -48.95% | Q4 2025 | Feb 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 256 | 11 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 154 | 6 | 0.0% | 0.0% | 144 | +2 | 1.32% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 76 | 3 | 0.0% | 0.0% | 147 | +37 | 94.87% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | No change | 44 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 68 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 24 | 1 | 0.0% | — | 152 | +24 | New | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.21% | — | -46,383 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,502 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,501 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,189 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,806 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,852 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LIFELONG WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,709 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,798 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FMR LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |