iShares, Inc. - EWG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,941,058 | 82,494 | 0.01% | 0.01% | 1 | -535,138 | -21.61% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,918,054 | 81,517 | 0.0% | 0.01% | 2 | -366,809 | -16.05% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,279,064 | 54,360 | 0.0% | 0.0% | 3 | -1,541,144 | -54.65% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 831,777 | 35,350 | 0.01% | 0.01% | 4 | +101,581 | 13.91% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 820,797 | 34,883 | 0.1% | 0.09% | 5 | -32,003 | -3.75% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 759,894 | 32,295 | 1.06% | — | 6 | +759,894 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 719,576 | 30,581 | 0.0% | — | 7 | +719,576 | New | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | Added to | 718,167 | 30,522 | 4.13% | 3.86% | 8 | +64,166 | 9.81% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 673,182 | 28,610 | 0.01% | 0.01% | 9 | -46,229 | -6.43% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 578,196 | 24,573 | 0.01% | 0.01% | 10 | -557 | -0.1% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 525,235 | 22,322 | 0.0% | 0.0% | 11 | +481,935 | 1113.01% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 474,530 | 20,167 | 0.0% | 0.0% | 12 | +52,792 | 12.52% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 395,043 | 16,789 | 0.02% | 0.01% | 13 | +166,929 | 73.18% | Q4 2025 | Feb 17, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 391,987 | 16,756 | 0.87% | 0.64% | 14 | +118,274 | 43.21% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 376,586 | 16,004 | 0.03% | 0.03% | 15 | -350 | -0.09% | Q4 2025 | Jan 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 354,136 | 15,050 | 0.02% | — | 16 | +354,136 | New | Q4 2025 | Feb 17, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 336,362 | 14,295 | 4.22% | 7.76% | 17 | -275,021 | -44.98% | Q4 2025 | Feb 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 296,791 | 12,613 | 0.48% | 0.33% | 18 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 244,089 | 10,373 | 0.0% | 0.0% | 19 | -60,339 | -19.82% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 223,036 | 9,479 | 0.0% | 0.0% | 20 | -149,609 | -40.15% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 210,973 | 8,990 | 0.06% | 0.03% | 21 | +109,085 | 107.06% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 194,279 | 8,256 | 0.01% | 0.01% | 22 | +3,320 | 1.74% | Q4 2025 | Feb 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 191,297 | 8,130 | 0.0% | 0.0% | 23 | -46,105 | -19.42% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 180,857 | 7,537 | 0.02% | 0.02% | 24 | +3,801 | 2.15% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 163,546 | 6,992 | 0.01% | 0.01% | 25 | +7,789 | 5.0% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 153,181 | 6,510 | 0.04% | 0.05% | 26 | -3,528 | -2.25% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 140,956 | 5,990 | 0.15% | 0.15% | 27 | -528 | -0.37% | Q4 2025 | Feb 03, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 131,912 | 5,606 | 1.34% | — | 28 | +131,912 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 120,465 | 5,119 | 0.0% | 0.0% | 29 | -48,921 | -28.88% | Q4 2025 | Mar 25, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 117,464 | 4,992 | 1.17% | 0.96% | 30 | +14,800 | 14.42% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 115,641 | 4,914 | 0.03% | 0.07% | 31 | -198,589 | -63.2% | Q4 2025 | Feb 12, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 107,209 | 4,556 | 1.39% | 1.37% | 32 | +8,518 | 8.63% | Q4 2025 | Jan 21, 2026 |
| CSM Advisors, LLC | History | Added to | 103,646 | 4,406 | 0.12% | 0.09% | 33 | +22,886 | 28.34% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 102,908 | 4,373 | 0.0% | 0.01% | 34 | -709,033 | -87.33% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 101,600 | 4,318 | 0.0% | 0.0% | 35 | -1,200 | -1.17% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 101,482 | 4,312 | 0.0% | 0.0% | 36 | -2,091 | -2.02% | Q4 2025 | Feb 11, 2026 |
| Prostatis Group LLC | History | Added to | 97,044 | 4,124 | 0.98% | 0.9% | 37 | +10,966 | 12.74% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 96,980 | 4,121 | 0.0% | 0.0% | 38 | -97,683 | -50.18% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 94,111 | 3,999 | 0.01% | 0.01% | 39 | -7,219 | -7.12% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 87,391 | 3,714 | 0.04% | 0.01% | 40 | +65,620 | 301.41% | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 85,169 | 3,619 | 0.4% | 0.38% | 41 | +5,624 | 7.07% | Q4 2025 | Feb 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 82,000 | 3,485 | 1.24% | 1.12% | 42 | +1,025 | 1.27% | Q4 2025 | Feb 03, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 81,105 | 3,446 | 0.03% | — | 43 | +81,105 | New | Q4 2025 | Feb 17, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 75,183 | 3,195 | 1.51% | 1.44% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 75,027 | 3,188 | 0.5% | — | 45 | +75,027 | New | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 70,901 | 3,013 | 0.0% | 0.03% | 46 | -564,864 | -88.85% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Added to | 68,345 | 2,904 | 0.96% | 0.7% | 47 | +18,064 | 35.93% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 65,675 | 2,791 | 0.1% | 0.1% | 48 | -200 | -0.3% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 64,020 | 2,720 | 0.38% | 0.42% | 49 | +294 | 0.46% | Q4 2025 | Jan 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 59,775 | 2,540 | 0.15% | 0.14% | 50 | +4,150 | 7.46% | Q4 2025 | Feb 03, 2026 |
| BigSur Wealth Management LLC | History | No change | 59,180 | 2,515 | 0.61% | 0.6% | 51 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,407 | 2,439 | 0.01% | 0.01% | 52 | +10,892 | 23.42% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 49,526 | 2,104 | 0.91% | 0.82% | 53 | +6,298 | 14.57% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 49,415 | 2,100 | 0.05% | 0.06% | 54 | +265 | 0.54% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 49,200 | 2,091 | 0.0% | 0.0% | 55 | +4,400 | 9.82% | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 45,472 | 1,932 | 0.19% | 0.06% | 56 | +34,781 | 325.33% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 43,500 | 1,859 | 0.0% | — | 57 | +43,500 | New | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 43,191 | 1,835 | 0.79% | 0.79% | 58 | +10 | 0.02% | Q4 2025 | Feb 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 42,417 | 1,816 | 1.36% | 0.98% | 59 | +12,331 | 40.99% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 42,699 | 1,814 | 0.0% | 0.0% | 60 | -27,667 | -39.32% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 42,596 | 1,810 | 0.01% | 0.01% | 61 | +1,879 | 4.61% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 41,737 | 1,773 | 0.0% | 0.0% | 62 | +12,084 | 40.75% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,873 | 1,737 | 0.0% | 0.0% | 63 | -243,261 | -85.61% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 40,000 | 1,700 | 0.0% | — | 64 | +40,000 | New | Q4 2025 | Feb 12, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 40,011 | 1,700 | 0.07% | 0.07% | 65 | -739 | -1.81% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 39,116 | 1,662 | 0.01% | 0.02% | 66 | -2,288 | -5.53% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 37,474 | 1,592 | 0.0% | 0.0% | 67 | +13,341 | 55.28% | Q4 2025 | Feb 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 37,332 | 1,586 | 0.0% | 0.01% | 68 | -797,853 | -95.53% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 35,167 | 1,559 | 1.25% | — | 69 | +35,167 | New | Q4 2025 | Mar 02, 2026 |
| Focus Partners Wealth | History | Added to | 34,419 | 1,462 | 0.0% | 0.0% | 70 | +28,968 | 531.43% | Q4 2025 | Feb 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 34,135 | 1,450 | 1.13% | — | 71 | +34,135 | New | Q4 2025 | Feb 19, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 33,855 | 1,438 | 0.0% | 0.0% | 72 | -51,099 | -60.15% | Q4 2025 | Mar 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 33,596 | 1,427 | 0.15% | 0.15% | 73 | -195 | -0.58% | Q4 2025 | Feb 18, 2026 |
| Global Endowment Management, LP | History | No change | 33,500 | 1,424 | 0.18% | 0.17% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 32,980 | 1,401 | 0.05% | 0.01% | 75 | +27,675 | 521.68% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | New | 32,600 | 1,385 | 0.0% | — | 76 | +32,600 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 31,454 | 1,336 | 0.28% | 7.18% | 77 | -736,769 | -95.91% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,775 | 1,308 | 0.0% | 0.0% | 78 | +1,099 | 3.7% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 29,816 | 1,267 | 0.0% | 0.02% | 79 | -857,508 | -96.64% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,749 | 1,264 | 0.0% | 0.0% | 80 | -17,458 | -36.98% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 29,500 | 1,253 | 0.0% | 0.0% | 81 | -16,737 | -36.2% | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 29,338 | 1,246 | 0.16% | 0.11% | 82 | +9,728 | 49.61% | Q4 2025 | Feb 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 28,694 | 1,219 | 0.24% | 0.23% | 83 | +194 | 0.68% | Q4 2025 | Jan 12, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 28,434 | 1,208 | 0.29% | 0.3% | 84 | +194 | 0.69% | Q4 2025 | Jan 28, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 28,364 | 1,205 | 0.72% | 0.48% | 85 | +11,116 | 64.45% | Q4 2025 | Feb 04, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 25,750 | 1,094 | 0.0% | 0.0% | 86 | -51,000 | -66.45% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 25,543 | 1,085 | 0.1% | 0.11% | 87 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 25,479 | 1,082 | 0.01% | — | 88 | +25,479 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 25,016 | 1,063 | 0.0% | 0.0% | 89 | -500 | -1.96% | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | New | 25,000 | 1,062 | 0.13% | — | 90 | +25,000 | New | Q4 2025 | Feb 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 24,685 | 1,049 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,388 | 1,036 | 0.0% | 0.0% | 92 | +2,418 | 11.01% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 24,321 | 1,033 | 0.23% | 0.25% | 93 | -2,102 | -7.96% | Q4 2025 | Feb 09, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 24,116 | 1,024 | 0.07% | 0.07% | 94 | -1,190 | -4.7% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | Added to | 22,557 | 958 | 0.02% | 0.02% | 95 | +5,608 | 33.09% | Q4 2025 | Jan 28, 2026 |
| Mount Lucas Management LP | History | Added to | 20,770 | 882 | 0.35% | 0.33% | 96 | +1,248 | 6.39% | Q4 2025 | Feb 05, 2026 |
| Solstein Capital, LLC | History | Added to | 19,971 | 848 | 0.34% | 0.15% | 97 | +3,800 | 23.5% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,843 | 800 | 0.02% | 0.02% | 98 | -117 | -0.62% | Q4 2025 | Feb 02, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 18,527 | 787 | 0.09% | 0.35% | 99 | -58,949 | -76.09% | Q4 2025 | Jan 29, 2026 |
| Allie Family Office LLC | History | No change | 18,180 | 772 | 0.36% | 0.36% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 17,500 | 754 | 0.09% | 0.1% | 101 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 17,444 | 741 | 0.0% | 77.27% | 102 | -382,556 | -95.64% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 16,873 | 717 | 0.38% | 0.37% | 103 | -3,400 | -16.77% | Q4 2025 | Feb 12, 2026 |
| F&V Capital Management, LLC | History | No change | 16,630 | 707 | 0.15% | 0.16% | 104 | 0 | 0.0% | Q4 2025 | Mar 26, 2026 |
| DRW Securities, LLC | History | Reduced | 16,550 | 703 | 0.02% | 0.03% | 105 | -24,156 | -59.34% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 16,497 | 701 | 0.02% | 0.01% | 106 | -27,874 | -62.82% | Q4 2025 | Feb 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 15,714 | 677 | 0.1% | 0.1% | 107 | +7,857 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 15,250 | 648 | 0.0% | — | 108 | +15,250 | New | Q4 2025 | Jan 26, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 15,170 | 644 | 0.02% | 0.03% | 109 | -7,850 | -34.1% | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | No change | 15,000 | 637 | 0.18% | 0.19% | 110 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,285 | 607 | 0.0% | 0.0% | 111 | -16,177 | -53.11% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,971 | 593 | 0.01% | 0.01% | 112 | -4,373 | -23.84% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,807 | 586 | 0.0% | 0.0% | 113 | -1,225 | -8.15% | Q4 2025 | Feb 12, 2026 |
| Curat Global, LLC | History | No change | 13,299 | 565 | 0.63% | 0.52% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFI Infinity Ltd. | History | No change | 13,169 | 559 | 0.35% | 0.36% | 115 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 13,095 | 557 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,951 | 550 | 0.01% | 0.01% | 117 | +605 | 4.9% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,780 | 543 | 0.02% | 0.01% | 118 | +546 | 4.46% | Q4 2025 | Jan 09, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 12,686 | 539 | 0.17% | 0.18% | 119 | +181 | 1.45% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 12,566 | 534 | 0.03% | 0.02% | 120 | +6,334 | 101.64% | Q4 2025 | Feb 04, 2026 |
| CX Institutional | History | Reduced | 12,292 | 522 | 0.02% | 0.02% | 121 | -97 | -0.78% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 11,722 | 498 | 0.01% | 0.01% | 122 | -1,152 | -8.95% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,029 | 468 | 0.0% | 0.0% | 123 | -150 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Everstar Asset Management, LLC | History | New | 8,671 | 467 | 0.25% | — | 124 | +8,671 | New | Q4 2025 | Feb 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 10,672 | 453 | 0.05% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 10,147 | 431 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,087 | 428 | 0.0% | 0.0% | 127 | +691 | 7.35% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,625 | 409 | 0.0% | 0.0% | 128 | -127 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 9,452 | 401 | 0.01% | — | 129 | +9,452 | New | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 9,085 | 386 | 0.0% | 0.0% | 130 | -3,808 | -29.54% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,070 | 385 | 0.0% | 0.0% | 131 | +3,749 | 70.46% | Q4 2025 | Feb 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 8,675 | 368 | 0.14% | 0.14% | 132 | -100 | -1.14% | Q4 2025 | Feb 13, 2026 |
| Boltwood Capital Management | History | Added to | 8,600 | 365 | 0.09% | 0.09% | 133 | +300 | 3.61% | Q4 2025 | Jan 02, 2026 |
| Pictet North America Advisors SA | History | No change | 8,380 | 356 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avos Capital Management, LLC | History | No change | 8,058 | 342 | 0.15% | 0.16% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 7,728 | 328 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JGP Wealth Management, LLC | History | New | 7,490 | 318 | 0.03% | — | 137 | +7,490 | New | Q4 2025 | Jan 12, 2026 |
| Nautilus Advisors LLC | History | No change | 7,320 | 311 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,262 | 309 | 0.0% | 0.01% | 139 | -99,448 | -93.19% | Q4 2025 | Feb 11, 2026 |
| Hilltop Partners LLC | History | Added to | 7,100 | 301 | 0.08% | 0.09% | 140 | +154 | 2.22% | Q4 2025 | Feb 10, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 7,041 | 299 | 0.2% | 0.21% | 141 | -71 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 6,624 | 293 | 0.13% | 0.1% | 142 | +1,714 | 34.91% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,881 | 292 | 0.0% | 0.0% | 143 | +315 | 4.8% | Q4 2025 | Feb 10, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 6,561 | 278 | 0.01% | 0.01% | 144 | +24 | 0.37% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,378 | 271 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 6,349 | 269 | 0.0% | 0.0% | 146 | -4,790 | -43.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,345 | 269 | 0.0% | 0.0% | 147 | +4,474 | 239.12% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 6,199 | 263 | 0.0% | 0.01% | 148 | -3,382 | -35.3% | Q4 2025 | Feb 06, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 6,186 | 262 | 0.16% | 0.18% | 149 | -435 | -6.57% | Q4 2025 | Jan 15, 2026 |
| Crumly & Associates Inc. | History | No change | 5,891 | 250 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 5,612 | 238 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cambridge Advisors Inc. | History | No change | 5,570 | 236 | 0.04% | 0.05% | 152 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Renaissance Investment Group LLC | History | No change | 5,550 | 235 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Centric Wealth Management | History | Reduced | 5,357 | 232 | 0.05% | 0.05% | 154 | -23 | -0.43% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,421 | 230 | 0.01% | 0.01% | 155 | -2,300 | -29.79% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,227 | 222 | 0.0% | 0.0% | 156 | +388 | 8.02% | Q4 2025 | Feb 09, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 5,055 | 215 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,825 | 205 | 0.0% | 0.0% | 158 | -19,280 | -79.98% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | Reduced | 4,186 | 177 | 0.13% | 0.15% | 159 | -616 | -12.83% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,008 | 170 | 0.0% | 0.0% | 161 | -2,868 | -41.71% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 4,000 | 170 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,257 | 138 | 0.0% | 0.0% | 162 | +1,540 | 89.69% | Q4 2025 | Mar 16, 2026 |
| AlphaCentric Advisors LLC | History | New | 3,196 | 135 | 0.13% | — | 163 | +3,196 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 2,955 | 125 | 0.0% | 0.0% | 164 | -1,144 | -27.91% | Q4 2025 | Feb 17, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 2,891 | 122 | 0.1% | 0.1% | 165 | +75 | 2.66% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,863 | 121 | 0.0% | 0.0% | 166 | -3,933 | -57.87% | Q4 2025 | Jan 27, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,566 | 109 | 0.02% | — | 167 | +2,566 | New | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 2,563 | 108 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Waverly Advisors, LLC | History | New | 2,534 | 107 | 0.0% | — | 169 | +2,534 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,383 | 101 | 0.0% | 0.0% | 170 | -1,164 | -32.82% | Q4 2025 | Feb 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,223 | 94 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,202 | 93 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | No change | 2,031 | 87 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,025 | 86 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,965 | 83 | 0.0% | 0.0% | 175 | -1,140 | -36.71% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 1,800 | 76 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,777 | 75 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | New | 1,543 | 65 | 0.0% | — | 178 | +1,543 | New | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,492 | 63 | 0.0% | 0.0% | 179 | +222 | 17.48% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | No change | 1,105 | 46 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 972 | 41 | 0.0% | 0.0% | 181 | -54 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 905 | 38 | 0.0% | 0.0% | 182 | +25 | 2.84% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 867 | 36 | 0.0% | 0.0% | 183 | +1 | 0.12% | Q4 2025 | Feb 05, 2026 |
| EFG International AG | History | New | 837 | 35 | 0.0% | — | 184 | +837 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | New | 720 | 30 | 0.0% | — | 185 | +720 | New | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 682 | 28 | 0.0% | 0.0% | 186 | -74 | -9.79% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 646 | 27 | 0.0% | — | 187 | +646 | New | Q4 2025 | Feb 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 656 | 27 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 527 | 22 | 0.0% | 0.0% | 190 | -3,136 | -85.61% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 521 | 22 | 0.0% | 0.0% | 189 | +366 | 236.13% | Q4 2025 | Jan 26, 2026 |
| Pacifica Partners Inc. | History | No change | 500 | 21 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| North Star Investment Management Corp. | History | No change | 400 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 372 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 342 | 14 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 350 | 14 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 350 | 14 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 304 | 12 | 0.0% | — | 198 | +304 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Capital Management | History | No change | 250 | 10 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 217 | 9 | 0.0% | 0.0% | 200 | -1,184 | -84.51% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | New | 166 | 7 | 0.0% | — | 201 | +166 | New | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 147 | 6 | 0.0% | 0.0% | 202 | -205 | -58.24% | Q4 2025 | Jan 26, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 149 | 6 | 0.0% | 0.01% | 203 | -146 | -49.49% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 100 | 4 | 0.0% | 0.05% | 205 | -15,750 | -99.37% | Q4 2025 | Feb 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 100 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 206 | -186 | -69.92% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 86 | 3 | 0.0% | — | 208 | +86 | New | Q4 2025 | Mar 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 88 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | New | 47 | 1 | 0.0% | — | 211 | +47 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -1,290,945 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -335,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -296,500 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Pentwater Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -225,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -200,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -141,234 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZAZOVE ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.11% | — | -59,919 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -58,610 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -39,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -28,939 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,843 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,474 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -14,484 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,229 | -100.0% | Q3 2025 | Oct 27, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.06% | — | -14,101 | -100.0% | Q3 2025 | Nov 06, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -13,682 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,839 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -11,486 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,544 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,694 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Terra Nova Asset Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,597 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,546 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,927 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,957 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -5,877 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,550 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -5,462 | -100.0% | Q3 2025 | Nov 10, 2025 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,099 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,550 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,986 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,450 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -713 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Oct 22, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ASSETMARK, INC | History | Reduced | 1 | 0 | — | 0.0% | — | -64 | -98.46% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Horizon Investments, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |