iShares, Inc. - EWL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,985,625 | 119,058 | 0.01% | 0.01% | 1 | +16,918 | 0.86% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,516,754 | 90,944 | 0.0% | 0.0% | 2 | +628,895 | 70.83% | Q4 2025 | Feb 12, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 1,494,082 | 89,585 | 6.11% | 2.64% | 3 | +860,283 | 135.73% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,207,694 | 72,413 | 0.12% | 0.11% | 4 | -1,000 | -0.08% | Q4 2025 | Jan 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,166,777 | 69,959 | 0.02% | 0.02% | 5 | -53,312 | -4.37% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 999,835 | 59,950 | 0.0% | 0.0% | 6 | +63,355 | 6.77% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 674,489 | 40,442 | 0.13% | 0.11% | 7 | +6,848 | 1.03% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 671,350 | 40,254 | 0.0% | 0.0% | 8 | -54,226 | -7.47% | Q4 2025 | Feb 11, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 500,955 | 30,037 | 0.72% | 0.62% | 9 | +29,715 | 6.31% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 500,955 | 30,037 | 0.62% | 0.52% | 10 | +29,715 | 6.31% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 387,984 | 23,263 | 0.0% | 0.0% | 11 | -333 | -0.09% | Q4 2025 | Jan 29, 2026 |
| Trajan Wealth LLC | History | Reduced | 315,881 | 18,940 | 0.79% | 0.76% | 12 | -2,413 | -0.76% | Q4 2025 | Feb 06, 2026 |
| GenTrust, LLC | History | Added to | 290,051 | 17,391 | 0.75% | 0.68% | 13 | +17,330 | 6.35% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 256,369 | 15,372 | 0.0% | — | 14 | +256,369 | New | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 237,599 | 14,246 | 0.04% | 0.03% | 15 | +16,939 | 7.68% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 222,163 | 13,320 | 0.11% | 0.12% | 16 | +1,871 | 0.85% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 189,500 | 11,362 | 0.0% | 0.0% | 17 | -6,570 | -3.35% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 138,777 | 8,321 | 0.01% | 0.01% | 18 | +5,708 | 4.29% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 132,119 | 7,920 | 0.0% | 0.0% | 19 | +27,305 | 26.05% | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | Added to | 126,466 | 7,582 | 1.03% | 0.96% | 20 | +4,702 | 3.86% | Q4 2025 | Feb 10, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 115,199 | 6,908 | 3.22% | 3.45% | 21 | -20,239 | -14.94% | Q4 2025 | Feb 26, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 109,265 | 6,551 | 0.1% | 0.08% | 22 | +16,392 | 17.65% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 114,484 | 6,362 | 0.02% | 0.02% | 23 | +2,315 | 2.06% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 102,282 | 6,132 | 0.0% | 0.0% | 24 | -52,530 | -33.93% | Q4 2025 | Feb 13, 2026 |
| Pictet North America Advisors SA | History | Added to | 95,606 | 5,732 | 0.54% | 0.44% | 25 | +10,289 | 12.06% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 92,769 | 5,562 | 0.01% | 0.0% | 26 | +92,545 | 41314.73% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 87,068 | 5,220 | 0.0% | 0.0% | 27 | +72,040 | 479.37% | Q4 2025 | Mar 25, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 82,196 | 4,928 | 0.05% | 0.04% | 28 | +15,606 | 23.44% | Q4 2025 | Jan 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 64,188 | 3,846 | 0.02% | 0.02% | 29 | +5,328 | 9.05% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 63,232 | 3,791 | 0.03% | 0.03% | 30 | -471 | -0.74% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,116 | 3,784 | 0.0% | 0.0% | 31 | +2,706 | 4.48% | Q4 2025 | Feb 10, 2026 |
| Climber Capital SA | History | New | 61,151 | 3,433 | 2.24% | — | 32 | +61,151 | New | Q4 2025 | Feb 03, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 56,302 | 3,375 | 0.41% | — | 33 | +56,302 | New | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 53,024 | 3,179 | 0.0% | 0.0% | 34 | +4,432 | 9.12% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,991 | 2,697 | 0.01% | 0.01% | 35 | +7,950 | 21.46% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,326 | 2,298 | 0.0% | 0.0% | 36 | +372 | 0.98% | Q4 2025 | Mar 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 34,696 | 2,080 | 0.0% | — | 37 | +34,696 | New | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 34,017 | 2,039 | 0.01% | 0.01% | 38 | -294 | -0.86% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 31,916 | 1,913 | 0.0% | 0.0% | 39 | +11,949 | 59.84% | Q4 2025 | Mar 20, 2026 |
| Idaho Trust Co | History | Added to | 30,317 | 1,817 | 0.6% | 0.49% | 40 | +4,212 | 16.13% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | No change | 30,050 | 1,801 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 29,995 | 1,798 | 0.01% | — | 42 | +29,995 | New | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,882 | 1,791 | 0.08% | 0.07% | 43 | -71 | -0.24% | Q4 2025 | Jan 29, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 29,095 | 1,744 | 0.9% | 0.62% | 44 | +7,777 | 36.48% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,946 | 1,735 | 0.0% | 0.0% | 45 | +23,746 | 456.65% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 28,912 | 1,734 | 0.06% | 0.03% | 46 | +16,420 | 131.44% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 28,748 | 1,723 | 0.52% | 0.51% | 47 | +1,220 | 4.43% | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 27,700 | 1,660 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,578 | 1,533 | 0.0% | 0.0% | 49 | +60 | 0.24% | Q4 2025 | Mar 09, 2026 |
| BFI Infinity Ltd. | History | Added to | 25,563 | 1,532 | 0.95% | 0.92% | 50 | +239 | 0.94% | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 25,360 | 1,520 | 0.0% | 0.0% | 51 | +762 | 3.1% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 22,148 | 1,328 | 0.02% | — | 52 | +22,148 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 21,074 | 1,263 | 0.03% | 0.03% | 53 | +790 | 3.89% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,031 | 1,261 | 0.0% | 0.01% | 54 | -6,215 | -22.81% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 20,769 | 1,245 | 0.0% | — | 55 | +20,769 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,674 | 1,239 | 0.01% | 0.01% | 56 | -886 | -4.11% | Q4 2025 | Feb 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 20,254 | 1,214 | 0.07% | 0.07% | 57 | -46 | -0.23% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,251 | 1,154 | 0.0% | 0.0% | 58 | -300 | -1.53% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,812 | 1,127 | 0.0% | 0.0% | 59 | -28,384 | -60.14% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 18,316 | 1,098 | 0.0% | 0.0% | 60 | -455 | -2.42% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,061 | 1,022 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 18,176 | 996 | 0.1% | 0.0% | 62 | +18,000 | 10227.27% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 14,787 | 886 | 0.03% | — | 63 | +14,787 | New | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Reduced | 14,699 | 881 | 0.35% | 0.34% | 64 | -77 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 14,356 | 869 | 0.13% | 0.13% | 65 | +7,178 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 14,330 | 866 | 0.06% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,901 | 833 | 0.0% | 0.0% | 67 | -342 | -2.4% | Q4 2025 | Feb 12, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 13,785 | 826 | 0.51% | 0.48% | 68 | -749 | -5.15% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | No change | 13,596 | 815 | 0.61% | 0.6% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,491 | 808 | 0.0% | 0.0% | 70 | -1,141 | -7.8% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 13,394 | 803 | 0.0% | 0.0% | 71 | +240 | 1.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,005 | 779 | 0.0% | 0.0% | 72 | +600 | 4.84% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,805 | 767 | 0.0% | 0.0% | 73 | +1,381 | 12.09% | Q4 2025 | Feb 18, 2026 |
| Avestar Capital, LLC | History | No change | 12,701 | 761 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| swisspartners Advisors Ltd | History | Added to | 12,370 | 740 | 0.54% | 0.22% | 75 | +7,500 | 154.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 11,280 | 676 | 0.01% | — | 76 | +11,280 | New | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 10,785 | 646 | 0.04% | 0.02% | 77 | +5,144 | 91.19% | Q4 2025 | Feb 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 10,650 | 638 | 0.0% | 0.0% | 79 | +6,650 | 166.25% | Q4 2025 | Jan 26, 2026 |
| Keel Point, LLC | History | No change | 10,646 | 638 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 10,621 | 636 | 0.01% | 0.0% | 80 | +605 | 6.04% | Q4 2025 | Feb 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,613 | 635 | 0.0% | 0.0% | 81 | -2,265 | -17.59% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Reduced | 10,598 | 635 | 0.12% | 0.12% | 82 | -926 | -8.04% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,402 | 624 | 0.0% | 0.0% | 83 | -454 | -4.18% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 10,349 | 620 | 0.29% | — | 84 | +10,349 | New | Q4 2025 | Feb 17, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 10,276 | 616 | 0.74% | 0.66% | 85 | +271 | 2.71% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 10,058 | 603 | 0.02% | 0.02% | 86 | +1,678 | 20.02% | Q4 2025 | Feb 06, 2026 |
| McHugh Group, LLC | History | New | 9,200 | 551 | 0.31% | — | 87 | +9,200 | New | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 8,818 | 528 | 0.0% | 0.0% | 88 | +3,099 | 54.19% | Q4 2025 | Feb 19, 2026 |
| Waterway Wealth Management, LLC | History | No change | 8,765 | 525 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hyposwiss Advisors SA | History | New | 8,285 | 496 | 0.49% | — | 90 | +8,285 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | No change | 8,129 | 487 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | Reduced | 8,080 | 484 | 0.01% | 0.01% | 92 | -56 | -0.69% | Q4 2025 | Feb 02, 2026 |
| Global Endowment Management, LP | History | No change | 8,000 | 480 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 8,000 | 479 | 0.14% | — | 94 | +8,000 | New | Q4 2025 | Jan 16, 2026 |
| East Coast Asset Management, LLC. | History | No change | 7,101 | 425 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,803 | 407 | 0.0% | 0.0% | 96 | +3,403 | 100.09% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,700 | 405 | 0.0% | 0.0% | 97 | +173 | 2.65% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,539 | 392 | 0.0% | 0.0% | 98 | -73 | -1.1% | Q4 2025 | Jan 30, 2026 |
| EWA, LLC | History | New | 6,377 | 382 | 0.09% | — | 99 | +6,377 | New | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,308 | 378 | 0.0% | 0.0% | 100 | +266 | 4.4% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,277 | 376 | 0.01% | 0.01% | 101 | -3,146 | -33.39% | Q4 2025 | Jan 22, 2026 |
| Boltwood Capital Management | History | Added to | 6,075 | 364 | 0.09% | 0.09% | 102 | +200 | 3.4% | Q4 2025 | Jan 02, 2026 |
| Cerity Partners LLC | History | New | 5,758 | 345 | 0.0% | — | 103 | +5,758 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 5,739 | 344 | 0.0% | 0.0% | 104 | -208 | -3.5% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,541 | 332 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,334 | 319 | 0.01% | 0.01% | 106 | +38 | 0.72% | Q4 2025 | Feb 03, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 5,304 | 318 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 4,941 | 296 | 0.0% | 0.0% | 108 | -80 | -1.59% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | New | 4,903 | 293 | 0.01% | — | 109 | +4,903 | New | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,847 | 290 | 0.0% | 0.0% | 110 | -3,096 | -38.98% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 4,705 | 283 | 0.0% | 0.0% | 111 | +190 | 4.21% | Q4 2025 | Jan 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 4,504 | 270 | 0.02% | — | 112 | +4,504 | New | Q4 2025 | Feb 17, 2026 |
| Nautilus Advisors LLC | History | No change | 4,318 | 258 | 0.17% | 0.16% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,202 | 251 | 0.0% | 0.01% | 115 | -1,293 | -23.53% | Q4 2025 | Feb 13, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 4,189 | 251 | 0.09% | 0.08% | 114 | +185 | 4.62% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,177 | 250 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avos Capital Management, LLC | History | No change | 4,137 | 248 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 3,995 | 239 | 0.0% | 0.0% | 118 | +286 | 7.71% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 3,985 | 238 | 0.01% | 0.01% | 119 | +310 | 8.44% | Q4 2025 | Jan 28, 2026 |
| Clarius Group, LLC | History | No change | 3,953 | 237 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 3,875 | 232 | 0.09% | 0.08% | 121 | -100 | -2.52% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,861 | 231 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bellecapital International Ltd. | History | No change | 3,855 | 231 | 0.04% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LGL PARTNERS, LLC | History | No change | 3,787 | 227 | 0.1% | 0.09% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,719 | 222 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | No change | 3,649 | 218 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,607 | 216 | 0.0% | 0.0% | 127 | -37 | -1.02% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,595 | 215 | 0.0% | 0.0% | 128 | -5,280 | -59.49% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | New | 3,570 | 214 | 0.07% | — | 129 | +3,570 | New | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | No change | 3,550 | 212 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | New | 3,516 | 210 | 0.0% | — | 131 | +3,516 | New | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 3,490 | 209 | 0.01% | — | 132 | +3,490 | New | Q4 2025 | Feb 11, 2026 |
| Banco Santander, S.A. | History | New | 3,457 | 207 | 0.0% | — | 133 | +3,457 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,415 | 205 | 0.0% | — | 134 | +3,415 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,387 | 203 | 0.0% | 0.0% | 135 | -267 | -7.31% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 3,380 | 202 | 0.0% | 0.0% | 136 | +279 | 9.0% | Q4 2025 | Jan 29, 2026 |
| DV Trading LLC | History | New | 2,878 | 172 | 0.0% | — | 137 | +2,878 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,737 | 164 | 0.0% | 0.0% | 138 | +168 | 6.54% | Q4 2025 | Feb 11, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,273 | 136 | 0.02% | — | 139 | +2,273 | New | Q4 2025 | Jan 14, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,262 | 135 | 0.13% | — | 140 | +2,262 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,772 | 106 | 0.0% | 0.0% | 141 | +162 | 10.06% | Q4 2025 | Jan 26, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 1,730 | 103 | 0.0% | 0.0% | 142 | +880 | 103.53% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,540 | 92 | 0.0% | — | 144 | +1,540 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,545 | 92 | 0.0% | 0.0% | 143 | -108 | -6.53% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 1,202 | 72 | 0.0% | 0.0% | 145 | +122 | 11.3% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 1,039 | 62 | 0.0% | 0.0% | 146 | +1,015 | 4229.17% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 974 | 58 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 900 | 53 | 0.0% | — | 148 | +900 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 822 | 49 | 0.0% | 0.0% | 149 | +643 | 359.22% | Q4 2025 | Feb 09, 2026 |
| ALLIANZ SE | History | No change | 755 | 45 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 632 | 37 | 0.0% | 0.0% | 151 | -333 | -34.51% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 588 | 35 | 0.03% | — | 152 | +588 | New | Q4 2025 | Mar 05, 2026 |
| AlphaCore Capital LLC | History | No change | 543 | 32 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Breakwater Investment Management | History | No change | 546 | 32 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 487 | 29 | 0.0% | 0.0% | 155 | -200 | -29.11% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 500 | 29 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pacifica Partners Inc. | History | No change | 400 | 24 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Orion Capital Management LLC | History | No change | 401 | 24 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 396 | 23 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hurley Capital, LLC | History | No change | 386 | 23 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 22 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower View Wealth Management LLC | History | No change | 383 | 22 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 320 | 19 | 0.0% | 0.0% | 163 | -310 | -49.21% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 298 | 17 | 0.0% | — | 164 | +298 | New | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 225 | 13 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | No change | 200 | 11 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | New | 141 | 8 | 0.0% | — | 168 | +141 | New | Q4 2025 | Jan 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 140 | 8 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 126 | 7 | 0.0% | — | 169 | +126 | New | Q4 2025 | Feb 03, 2026 |
| Sankala Group LLC | History | New | 112 | 7 | 0.01% | — | 171 | +112 | New | Q4 2025 | Mar 02, 2026 |
| Dunhill Financial, LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 112 | 6 | 0.0% | — | 172 | +112 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 104 | 6 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 86 | 5 | 0.0% | 0.0% | 174 | -18 | -17.31% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 98 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 69 | 4 | 0.0% | — | 177 | +69 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 69 | 4 | 0.0% | 0.0% | 178 | -17 | -19.77% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 58 | 3 | 0.0% | — | 180 | +58 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 63 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 34 | 2 | 0.0% | — | 182 | +34 | New | Q4 2025 | Jan 21, 2026 |
| MASECO LLP | History | New | 34 | 2 | 0.0% | — | 184 | +34 | New | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | No change | 27 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Solstein Capital, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 23 | 1 | 0.0% | — | 185 | +18 | 360.0% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Polianta Ltd | History | Closed out | 0 | 0 | — | 5.67% | — | -249,300 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -10,702 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -10,012 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,215 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,220 | -100.0% | Q3 2025 | Feb 11, 2026 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,737 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -793 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Horizon Investments, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 02, 2026 |
| TORONTO DOMINION BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |