iShares, Inc. - EWH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 2,873,507 | 61,062 | 0.17% | 0.16% | 1 | +265,013 | 10.16% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,282,038 | 27,243 | 0.0% | 0.01% | 2 | -622,504 | -32.69% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,143,346 | 24,296 | 0.0% | 0.0% | 3 | -96,980 | -7.82% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 643,848 | 13,681 | 0.0% | 0.0% | 4 | +613,170 | 1998.73% | Q4 2025 | Feb 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 638,585 | 13,569 | 0.32% | 0.35% | 5 | -37,391 | -5.53% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 638,585 | 13,569 | 0.28% | 0.29% | 6 | -37,391 | -5.53% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 490,035 | 10,413 | 0.02% | 0.02% | 7 | +17,618 | 3.73% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 422,604 | 8,980 | 0.21% | 0.48% | 8 | -691,179 | -62.06% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 411,325 | 8,740 | 0.73% | 0.5% | 9 | +97,818 | 31.2% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | Added to | 378,846 | 8,050 | 0.03% | 0.02% | 10 | +22,946 | 6.45% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 301,523 | 6,407 | 0.0% | 0.0% | 11 | -25,030 | -7.66% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 298,600 | 6,345 | 0.01% | 0.01% | 12 | -97,100 | -24.54% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 295,045 | 6,270 | 0.01% | 0.04% | 13 | -260,660 | -46.91% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 257,499 | 5,472 | 0.0% | — | 14 | +257,499 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 254,004 | 5,397 | 0.0% | 0.0% | 15 | +207,766 | 449.34% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 224,111 | 4,762 | 0.0% | 0.0% | 16 | -9,616 | -4.11% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 213,344 | 4,533 | 0.0% | 0.0% | 17 | -107,441 | -33.49% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 213,014 | 4,521 | 0.02% | 0.01% | 18 | +70,308 | 49.27% | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 208,813 | 4,437 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UBS Group AG | History | Reduced | 193,393 | 4,109 | 0.0% | 0.0% | 20 | -284,014 | -59.49% | Q4 2025 | Jan 29, 2026 |
| Monument Capital Management | History | Added to | 164,968 | 3,505 | 0.87% | 0.84% | 21 | +9,671 | 6.23% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | New | 156,155 | 3,318 | 0.0% | — | 22 | +156,155 | New | Q4 2025 | Mar 20, 2026 |
| DV EQUITIES, LLC | History | New | 141,547 | 3,007 | 0.54% | — | 23 | +141,547 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 137,849 | 2,929 | 0.0% | 0.0% | 24 | +46,292 | 50.56% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 136,855 | 2,908 | 0.0% | 0.0% | 25 | +20,056 | 17.17% | Q4 2025 | Feb 11, 2026 |
| Korea Investment CORP | History | No change | 132,000 | 2,805 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 128,753 | 2,736 | 0.06% | 0.06% | 27 | +2,595 | 2.06% | Q4 2025 | Jan 27, 2026 |
| BARINGS LLC | History | Reduced | 108,175 | 2,298 | 0.04% | 0.07% | 28 | -55,818 | -34.04% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 106,231 | 2,257 | 0.02% | — | 29 | +106,231 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 103,095 | 2,190 | 0.0% | 0.0% | 30 | +23,965 | 30.29% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 102,479 | 2,177 | 0.02% | — | 31 | +102,479 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 93,098 | 1,978 | 0.0% | 0.0% | 32 | -112,621 | -54.75% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 89,116 | 1,893 | 0.0% | 0.0% | 33 | -16,574 | -15.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 86,086 | 1,829 | 0.0% | 0.0% | 34 | -3,021 | -3.39% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 76,156 | 1,618 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Focus Partners Wealth | History | New | 75,788 | 1,610 | 0.0% | — | 36 | +75,788 | New | Q4 2025 | Feb 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 73,132 | 1,554 | 0.84% | 0.66% | 37 | +12,062 | 19.75% | Q4 2025 | Jan 30, 2026 |
| Sharper & Granite LLC | History | Reduced | 64,085 | 1,361 | 0.48% | 0.5% | 38 | -860 | -1.32% | Q4 2025 | Jan 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 63,694 | 1,353 | 0.04% | 0.22% | 39 | -191,987 | -75.09% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | New | 59,791 | 1,270 | 0.12% | — | 40 | +59,791 | New | Q4 2025 | Feb 04, 2026 |
| Twin Tree Management, LP | History | Added to | 55,466 | 1,178 | 0.01% | 0.0% | 41 | +32,869 | 145.46% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 52,860 | 1,123 | 0.04% | 0.04% | 42 | +2,538 | 5.04% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 51,225 | 1,088 | 0.01% | 0.02% | 43 | -34,173 | -40.02% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 49,521 | 1,052 | 0.0% | 0.0% | 44 | +29,803 | 151.15% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 41,624 | 884 | 0.12% | 0.08% | 45 | +17,330 | 71.33% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 41,086 | 873 | 0.15% | 0.16% | 46 | +550 | 1.36% | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 38,365 | 815 | 0.05% | 0.08% | 47 | -24,635 | -39.1% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 37,180 | 790 | 0.02% | 0.02% | 48 | +10,079 | 37.19% | Q4 2025 | Jan 30, 2026 |
| Walleye Trading LLC | History | New | 34,393 | 730 | 0.0% | — | 49 | +34,393 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,000 | 680 | 0.0% | 0.0% | 50 | +16,000 | 100.0% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 29,072 | 617 | 0.0% | 0.02% | 51 | -187,699 | -86.59% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,606 | 586 | 0.0% | 0.0% | 52 | +831 | 3.1% | Q4 2025 | Feb 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 27,426 | 582 | 0.12% | 0.11% | 53 | +268 | 0.99% | Q4 2025 | Jan 12, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 27,176 | 577 | 0.14% | 0.15% | 54 | +268 | 1.0% | Q4 2025 | Jan 28, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | No change | 26,993 | 573 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Added to | 26,468 | 562 | 0.19% | 0.19% | 56 | +240 | 0.92% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | New | 24,234 | 514 | 0.0% | — | 57 | +24,234 | New | Q4 2025 | Feb 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 20,757 | 441 | 0.2% | 0.21% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Reduced | 20,000 | 425 | 0.01% | 0.07% | 59 | -164,665 | -89.17% | Q4 2025 | Feb 12, 2026 |
| GenTrust, LLC | History | Reduced | 18,256 | 387 | 0.02% | 0.02% | 60 | -2,305 | -11.21% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 17,802 | 378 | 0.0% | 0.0% | 61 | +2,602 | 17.12% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 17,384 | 369 | 0.0% | 0.0% | 62 | +4,755 | 37.65% | Q4 2025 | Feb 19, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,240 | 366 | 0.01% | 0.0% | 63 | +7,894 | 84.46% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 17,200 | 365 | 0.0% | 0.0% | 64 | -1,035 | -5.68% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,856 | 352 | 0.0% | 0.0% | 65 | -28 | -0.18% | Q4 2025 | Jan 08, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 15,896 | 337 | 0.21% | 0.21% | 66 | +211 | 1.35% | Q4 2025 | Jan 22, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 14,692 | 332 | 0.08% | — | 67 | +14,692 | New | Q4 2025 | Jan 23, 2026 |
| Amundi | History | Reduced | 14,599 | 310 | 0.0% | 0.0% | 68 | -8,815 | -37.65% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,156 | 300 | 0.02% | 0.02% | 69 | -299 | -2.07% | Q4 2025 | Jan 07, 2026 |
| Avos Capital Management, LLC | History | No change | 13,913 | 295 | 0.13% | 0.14% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 13,293 | 282 | 0.02% | 0.02% | 71 | +2,961 | 28.66% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,686 | 269 | 0.0% | 0.0% | 72 | -7,197 | -36.2% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,505 | 244 | 0.0% | 0.0% | 73 | -4,326 | -27.33% | Q4 2025 | Feb 17, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 11,050 | 234 | 0.18% | 0.19% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 10,324 | 219 | 0.0% | 0.0% | 75 | -102 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 9,428 | 200 | 0.0% | — | 76 | +9,428 | New | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 7,600 | 161 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 6,225 | 132 | 0.02% | 0.02% | 78 | +78 | 1.27% | Q4 2025 | Jan 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,241 | 132 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 6,158 | 130 | 0.0% | 0.0% | 80 | +410 | 7.13% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,900 | 82 | 0.0% | 0.0% | 81 | +300 | 8.33% | Q4 2025 | Jan 23, 2026 |
| Advisors Preferred, LLC | History | New | 3,663 | 80 | 0.01% | — | 82 | +3,663 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,119 | 66 | 0.0% | 0.0% | 83 | +2,563 | 460.97% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,741 | 58 | 0.0% | 0.0% | 84 | -85 | -3.01% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,925 | 40 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,700 | 36 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,511 | 32 | 0.0% | 0.0% | 87 | -1,054 | -41.09% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,431 | 30 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,455 | 30 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,383 | 29 | 0.0% | 0.0% | 90 | +41 | 3.06% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,266 | 26 | 0.0% | — | 91 | +1,266 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 900 | 19 | 0.0% | — | 93 | +900 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 923 | 19 | 0.0% | 0.0% | 92 | -847 | -47.85% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | New | 20,000 | 18 | 0.0% | — | 95 | +20,000 | New | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 894 | 18 | 0.0% | — | 94 | +894 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 682 | 14 | 0.0% | 0.0% | 96 | +98 | 16.78% | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JDM Financial Group LLC | History | No change | 550 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 465 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 409 | 8 | 0.0% | — | 102 | +409 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 398 | 8 | 0.0% | 0.0% | 101 | +178 | 80.91% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 244 | 5 | 0.0% | — | 103 | +244 | New | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 215 | 4 | 0.0% | 0.0% | 104 | +7 | 3.37% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | New | 185 | 3 | 0.0% | — | 105 | +185 | New | Q4 2025 | Feb 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 96 | 2 | 0.0% | — | 107 | +96 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 110 | 2 | 0.0% | 0.0% | 106 | -70 | -38.89% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 135 | 2 | 0.0% | 0.0% | 111 | -48 | -26.23% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 96 | 2 | 0.0% | 0.0% | 112 | +12 | 14.29% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 110 | +3 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 60 | 1 | 0.0% | 0.0% | 114 | +2 | 3.45% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 89 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -174,756 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81,183 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45,844 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.0% | — | -30,055 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -12,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25 | 0 | — | 0.0% | — | -128 | -83.66% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CWM, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |