iShares, Inc. - EWP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| National Pension Service | History | No change | 8,092,278 | 436,173 | 0.32% | 0.31% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 4,837,546 | 260,792 | 0.13% | 0.13% | 2 | +82,833 | 1.74% | Q4 2025 | Mar 20, 2026 |
| BlackRock, Inc. | History | Added to | 2,150,557 | 115,936 | 0.0% | 0.0% | 3 | +327,190 | 17.94% | Q4 2025 | Feb 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 1,870,139 | 101,057 | 0.7% | — | 4 | +1,870,139 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 810,030 | 43,668 | 0.02% | — | 5 | +810,030 | New | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 544,962 | 29,378 | 6.2% | 7.53% | 6 | -132,259 | -19.53% | Q4 2025 | Jan 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 527,000 | 28,515 | 0.02% | — | 7 | +527,000 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | New | 470,600 | 25,370 | 0.04% | — | 8 | +470,600 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | New | 309,100 | 16,663 | 0.13% | — | 9 | +309,100 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 303,789 | 16,377 | 0.0% | 0.0% | 10 | +275,889 | 988.85% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 300,989 | 16,226 | 0.01% | 0.01% | 11 | +96,537 | 47.22% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 293,200 | 15,806 | 0.0% | 0.0% | 12 | +287,900 | 5432.08% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 255,301 | 13,763 | 0.0% | 0.0% | 13 | +7,800 | 3.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 229,825 | 12,389 | 0.0% | 0.0% | 14 | +17,373 | 8.18% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 221,994 | 11,967 | 0.01% | 0.0% | 15 | +178,245 | 407.43% | Q4 2025 | Feb 17, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 213,330 | 11,692 | 2.76% | 2.77% | 16 | -4,018 | -1.85% | Q4 2025 | Jan 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 145,250 | 11,624 | 2.8% | 0.08% | 17 | +138,150 | 1945.77% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 211,059 | 11,378 | 0.02% | 0.02% | 18 | -3,827 | -1.78% | Q4 2025 | Feb 10, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 204,438 | 11,021 | 0.26% | 0.26% | 19 | -12,176 | -5.62% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 204,438 | 11,021 | 0.23% | 0.22% | 20 | -12,176 | -5.62% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 164,111 | 8,847 | 0.0% | 0.0% | 21 | -33,601 | -16.99% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 159,622 | 8,604 | 0.0% | 0.0% | 22 | +13,754 | 9.43% | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | New | 152,212 | 8,205 | 1.52% | — | 23 | +152,212 | New | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | History | New | 147,566 | 7,955 | 1.7% | — | 24 | +147,566 | New | Q4 2025 | Feb 18, 2026 |
| Moran Wealth Management, LLC | History | New | 139,580 | 7,524 | 0.23% | — | 25 | +139,580 | New | Q4 2025 | Jan 26, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 119,288 | 6,430 | 0.01% | 0.02% | 26 | -298,185 | -71.43% | Q4 2025 | Feb 17, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 99,419 | 5,359 | 3.29% | 1.99% | 27 | +36,446 | 57.88% | Q4 2025 | Jan 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 98,838 | 5,328 | 0.19% | 0.17% | 28 | +1,850 | 1.91% | Q4 2025 | Jan 13, 2026 |
| Monument Capital Management | History | Added to | 83,457 | 4,499 | 1.12% | 1.0% | 29 | +3,038 | 3.78% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 71,434 | 3,848 | 0.02% | 0.0% | 30 | +70,992 | 16061.54% | Q4 2025 | Jan 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 69,676 | 3,756 | 0.17% | 0.13% | 31 | +13,325 | 23.65% | Q4 2025 | Feb 02, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 65,243 | 3,517 | 1.25% | 1.07% | 32 | +750 | 1.16% | Q4 2025 | Feb 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 65,112 | 3,510 | 0.21% | 0.21% | 33 | +2,193 | 3.49% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 62,311 | 3,359 | 0.0% | 0.0% | 34 | +1,088 | 1.78% | Q4 2025 | Feb 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 59,485 | 3,206 | 0.03% | — | 35 | +59,485 | New | Q4 2025 | Feb 17, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 54,698 | 2,948 | 1.6% | 1.39% | 36 | -1,366 | -2.44% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,800 | 2,900 | 0.0% | 0.0% | 37 | +48,100 | 843.86% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 52,863 | 2,849 | 0.02% | 0.02% | 38 | -7,430 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 46,636 | 2,514 | 0.03% | — | 39 | +46,636 | New | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | New | 46,297 | 2,495 | 0.04% | — | 40 | +46,297 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,813 | 2,308 | 0.0% | 0.0% | 41 | +102 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 41,751 | 2,250 | 0.51% | 0.17% | 42 | +26,415 | 172.24% | Q4 2025 | Jan 21, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 41,113 | 2,216 | 1.05% | 0.94% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,442 | 1,964 | 0.0% | 0.0% | 44 | +2,053 | 5.97% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 35,647 | 1,921 | 0.02% | 0.02% | 45 | +6,409 | 21.92% | Q4 2025 | Feb 02, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 32,443 | 1,749 | 1.08% | 0.94% | 46 | +2,974 | 10.09% | Q4 2025 | Jan 07, 2026 |
| Global Endowment Management, LP | History | No change | 30,000 | 1,617 | 0.2% | 0.19% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Added to | 25,400 | 1,369 | 0.45% | 0.28% | 48 | +8,763 | 52.67% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,050 | 1,350 | 0.02% | 0.01% | 49 | +5,451 | 27.81% | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | New | 25,000 | 1,347 | 0.16% | — | 50 | +25,000 | New | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,068 | 1,189 | 0.0% | — | 51 | +22,068 | New | Q4 2025 | Feb 17, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 20,800 | 1,119 | 1.11% | — | 52 | +20,800 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,060 | 1,081 | 0.0% | 0.0% | 53 | -55,329 | -73.39% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,959 | 1,022 | 0.02% | 0.02% | 54 | +31 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,145 | 978 | 0.01% | 0.0% | 55 | -3,133 | -14.72% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 16,985 | 914 | 0.0% | 0.0% | 56 | +1,974 | 13.15% | Q4 2025 | Feb 17, 2026 |
| Mount Lucas Management LP | History | Reduced | 16,648 | 897 | 0.36% | 0.35% | 57 | -488 | -2.85% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,500 | 889 | 0.0% | — | 58 | +16,500 | New | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 15,442 | 832 | 0.0% | 0.0% | 59 | +131 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Providence First Trust Co | History | New | 14,856 | 800 | 0.28% | — | 60 | +14,856 | New | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 14,257 | 768 | 0.04% | — | 61 | +14,257 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12,965 | 698 | 0.03% | 0.03% | 62 | -4 | -0.03% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,627 | 680 | 0.0% | 0.0% | 63 | +3,014 | 31.35% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,470 | 672 | 0.0% | 0.0% | 64 | -230 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 11,311 | 609 | 0.0% | 0.0% | 65 | -14,529 | -56.23% | Q4 2025 | Feb 13, 2026 |
| ES4, LLC | History | New | 10,748 | 579 | 0.4% | — | 66 | +10,748 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 9,858 | 531 | 0.0% | 0.0% | 67 | +1,152 | 13.23% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 9,263 | 499 | 0.02% | — | 68 | +9,263 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,246 | 498 | 0.0% | 0.0% | 69 | +1,711 | 22.71% | Q4 2025 | Feb 05, 2026 |
| Kovitz Investment Group Partners, LLC | History | New | 8,779 | 473 | 0.01% | — | 70 | +8,779 | New | Q4 2025 | Feb 20, 2026 |
| Global Assets Advisory, LLC | History | Added to | 8,526 | 459 | 0.13% | 0.12% | 71 | +530 | 6.63% | Q4 2025 | Feb 09, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 8,279 | 446 | 0.14% | 0.13% | 72 | -322 | -3.74% | Q4 2025 | Jan 27, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 7,650 | 412 | 0.46% | 0.61% | 73 | -3,457 | -31.12% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Reduced | 7,629 | 411 | 0.08% | 0.08% | 74 | -385 | -4.8% | Q4 2025 | Jan 23, 2026 |
| Avos Capital Management, LLC | History | No change | 7,412 | 399 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 7,060 | 381 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 6,783 | 365 | 0.0% | 0.0% | 77 | +250 | 3.83% | Q4 2025 | Jan 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,555 | 353 | 0.0% | 0.0% | 78 | -1,400 | -17.6% | Q4 2025 | Jan 09, 2026 |
| Kaizen Financial Strategies | History | No change | 6,100 | 328 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Black Maple Capital Management LP | History | Reduced | 6,000 | 323 | 0.23% | 0.19% | 80 | -2,000 | -25.0% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,980 | 322 | 0.02% | 0.02% | 81 | -156 | -2.54% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,929 | 319 | 0.0% | 0.0% | 82 | -2,019 | -25.4% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,391 | 290 | 0.0% | 0.0% | 83 | -1,516 | -21.95% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,033 | 271 | 0.0% | 0.01% | 84 | -62 | -1.22% | Q4 2025 | Feb 06, 2026 |
| Avestar Capital, LLC | History | No change | 4,996 | 269 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eddie Patel Inc | History | New | 4,966 | 267 | 0.2% | — | 86 | +4,966 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | New | 4,941 | 266 | 0.0% | — | 87 | +4,941 | New | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,618 | 248 | 0.0% | 0.0% | 88 | -760 | -14.13% | Q4 2025 | Feb 05, 2026 |
| BFI Infinity Ltd. | History | No change | 4,537 | 244 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 4,435 | 239 | 0.0% | — | 90 | +4,435 | New | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,385 | 236 | 0.0% | 0.0% | 91 | -664 | -13.15% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4,370 | 235 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,203 | 226 | 0.0% | 0.0% | 93 | +96 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,007 | 216 | 0.0% | — | 94 | +4,007 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,925 | 211 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 3,303 | 178 | 0.0% | 0.0% | 96 | +1,648 | 99.58% | Q4 2025 | Feb 13, 2026 |
| Boreal Capital Management LLC | History | Added to | 2,593 | 139 | 0.1% | 0.06% | 97 | +1,120 | 76.04% | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,531 | 136 | 0.14% | — | 98 | +2,531 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,264 | 122 | 0.01% | 0.01% | 99 | +81 | 3.71% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | New | 1,980 | 106 | 0.0% | — | 100 | +1,980 | New | Q4 2025 | Feb 06, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 1,677 | 90 | 0.04% | 0.24% | 101 | -8,581 | -83.65% | Q4 2025 | Feb 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,201 | 64 | 0.01% | 0.0% | 102 | +1,175 | 4519.23% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,100 | 59 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 811 | 43 | 0.02% | — | 104 | +811 | New | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 521 | 28 | 0.0% | 0.0% | 105 | +392 | 303.88% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | No change | 476 | 25 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | New | 447 | 24 | 0.0% | — | 107 | +447 | New | Q4 2025 | Feb 04, 2026 |
| CX Institutional | History | Reduced | 427 | 23 | 0.0% | 0.0% | 108 | -236 | -35.6% | Q4 2025 | Feb 02, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 400 | 21 | 0.0% | — | 109 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 372 | 20 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 333 | 17 | 0.0% | — | 111 | +333 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 279 | 15 | 0.0% | 0.0% | 112 | +41 | 17.23% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 54 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 25 | 1 | 0.0% | — | 114 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 20 | 1 | 0.0% | — | 118 | +20 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | New | 12 | 1 | 0.0% | — | 115 | +12 | New | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Reduced | 25 | 1 | 0.0% | 0.0% | 117 | -5 | -16.67% | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | No change | 28 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,333 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 1.17% | — | -35,964 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,828 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MARVIN & PALMER ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,048 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -506 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -329 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |