iSHARES TRUST - EWU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,487,370 | 241,334 | 0.0% | 0.0% | 1 | +533,290 | 10.76% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,514,486 | 198,547 | 0.02% | 0.02% | 2 | +18,877 | 0.42% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,732,823 | 164,169 | 0.01% | 0.01% | 3 | -368,092 | -8.98% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,977,789 | 130,963 | 0.02% | 0.02% | 4 | +78,566 | 2.71% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,523,562 | 110,986 | 0.01% | 0.01% | 5 | +253,162 | 11.15% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,167,565 | 95,330 | 0.02% | — | 6 | +2,167,565 | New | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 1,495,400 | 65,767 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,281,507 | 56,360 | 1.34% | 1.36% | 8 | -76,031 | -5.6% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,281,507 | 56,360 | 1.16% | 1.15% | 9 | -76,031 | -5.6% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,256,472 | 55,259 | 0.0% | 0.0% | 10 | -70,404 | -5.31% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,163,974 | 51,191 | 0.02% | 0.02% | 11 | -38,192 | -3.18% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 1,034,833 | 45,511 | 0.01% | 0.01% | 12 | -83,386 | -7.46% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 968,619 | 42,602 | 0.01% | 0.01% | 13 | +264,056 | 37.48% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 562,266 | 24,728 | 0.01% | 0.01% | 14 | +141,380 | 33.59% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 534,378 | 23,501 | 0.01% | 0.01% | 15 | +34,023 | 6.8% | Q4 2025 | Feb 10, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 506,091 | 22,323 | 0.27% | 0.0% | 16 | +504,174 | 26300.16% | Q4 2025 | Jan 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 491,983 | 21,637 | 0.33% | 0.32% | 17 | +35,138 | 7.69% | Q4 2025 | Feb 12, 2026 |
| Polianta Ltd | History | Added to | 429,100 | 18,871 | 2.47% | 5.54% | 18 | +108,300 | 33.76% | Q4 2025 | Jan 15, 2026 |
| Rathbones Group PLC | History | Reduced | 350,004 | 15,393 | 0.06% | 0.06% | 19 | -12,590 | -3.47% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 313,982 | 13,808 | 0.01% | 0.01% | 20 | +180,111 | 134.54% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 298,881 | 13,144 | 0.01% | 0.01% | 21 | +6,040 | 2.06% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | Added to | 291,989 | 12,841 | 0.04% | 0.04% | 22 | +12,390 | 4.43% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 289,168 | 12,717 | 0.0% | 0.01% | 23 | -771,006 | -72.72% | Q4 2025 | Feb 12, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Added to | 279,162 | 12,277 | 0.19% | 0.17% | 24 | +23,887 | 9.36% | Q4 2025 | Jan 28, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 259,787 | 11,425 | 0.17% | 0.14% | 25 | +31,407 | 13.75% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 257,197 | 10,832 | 0.03% | 0.03% | 26 | +5,744 | 2.28% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 228,553 | 10,051 | 0.22% | 0.04% | 27 | -4,325 | -1.86% | Q4 2025 | Feb 20, 2026 |
| Creative Planning | History | Added to | 218,909 | 9,627 | 0.01% | 0.01% | 28 | +23,099 | 11.8% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 187,818 | 8,260 | 0.4% | 0.37% | 29 | +5,100 | 2.79% | Q4 2025 | Jan 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 187,700 | 8,255 | 0.02% | 0.01% | 30 | +78,200 | 71.42% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 183,268 | 8,060 | 0.0% | — | 31 | +183,268 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 170,998 | 7,520 | 0.37% | 0.38% | 32 | +1,982 | 1.17% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 168,430 | 7,407 | 0.3% | 0.3% | 33 | -1,072 | -0.63% | Q4 2025 | Jan 27, 2026 |
| Caption Management, LLC | History | No change | 149,400 | 6,570 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 141,528 | 6,224 | 1.99% | 1.96% | 35 | +2,480 | 1.78% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 140,467 | 6,177 | 0.01% | 0.01% | 36 | -44,201 | -23.94% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | Added to | 132,925 | 5,846 | 2.06% | 1.98% | 37 | +1,555 | 1.18% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 131,745 | 5,826 | 0.01% | — | 38 | +131,745 | New | Q4 2025 | Feb 05, 2026 |
| CSM Advisors, LLC | History | Added to | 131,623 | 5,789 | 0.16% | 0.12% | 39 | +28,614 | 27.78% | Q4 2025 | Feb 11, 2026 |
| Valence8 US LP | History | Added to | 120,031 | 5,278 | 1.56% | 1.7% | 40 | +1,604 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Pictet North America Advisors SA | History | Reduced | 119,724 | 5,265 | 0.5% | 0.49% | 41 | -5,441 | -4.35% | Q4 2025 | Jan 16, 2026 |
| Optiver Holding B.V. | History | Added to | 119,017 | 5,234 | 0.0% | 0.0% | 42 | +15,055 | 14.48% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 118,488 | 5,211 | 0.04% | — | 43 | +118,488 | New | Q4 2025 | Feb 17, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 115,898 | 5,097 | 2.42% | 2.24% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 112,162 | 4,932 | 1.22% | 2.39% | 45 | -13,120 | -10.47% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 108,913 | 4,789 | 0.02% | 0.02% | 46 | -30,493 | -21.87% | Q4 2025 | Feb 12, 2026 |
| Mawer Investment Management Ltd. | History | New | 107,855 | 4,743 | 0.03% | — | 47 | +107,855 | New | Q4 2025 | Feb 10, 2026 |
| DeepCurrents Investment Group LLC | History | No change | 1,000 | 4,398 | 0.14% | 0.11% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 97,834 | 4,302 | 0.07% | 0.07% | 49 | +2,998 | 3.16% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 97,800 | 4,301 | 0.0% | 0.0% | 50 | -32,362 | -24.86% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 96,950 | 4,263 | 0.01% | 0.01% | 51 | +35,735 | 58.38% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 94,458 | 4,154 | 0.01% | 0.01% | 52 | -19,309 | -16.97% | Q4 2025 | Mar 16, 2026 |
| Prostatis Group LLC | History | Added to | 92,961 | 4,088 | 0.98% | 0.89% | 53 | +8,188 | 9.66% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Reduced | 84,573 | 3,719 | 0.0% | 0.0% | 54 | -24,001 | -22.11% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 84,581 | 3,719 | 0.01% | 0.0% | 55 | -1,171 | -1.37% | Q4 2025 | Feb 13, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 81,130 | 3,568 | 0.39% | — | 56 | +81,130 | New | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | New | 79,591 | 3,500 | 0.03% | — | 57 | +79,591 | New | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 77,515 | 3,409 | 0.16% | 0.12% | 58 | +14,782 | 23.56% | Q4 2025 | Feb 02, 2026 |
| Park Edge Advisors, LLC | History | New | 75,046 | 3,300 | 0.75% | — | 59 | +75,046 | New | Q4 2025 | Jan 16, 2026 |
| Idaho Trust Co | History | Added to | 73,199 | 3,218 | 1.07% | 1.03% | 60 | +394 | 0.54% | Q4 2025 | Feb 05, 2026 |
| Black Maple Capital Management LP | History | Reduced | 67,610 | 2,973 | 2.08% | 1.46% | 61 | -4,000 | -5.59% | Q4 2025 | Feb 17, 2026 |
| VPR Management LLC | History | Added to | 65,500 | 2,880 | 1.28% | 1.07% | 62 | +9,600 | 17.17% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 62,706 | 2,757 | 0.0% | 0.0% | 63 | +8,761 | 16.24% | Q4 2025 | Mar 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 61,602 | 2,709 | 0.29% | 0.13% | 64 | +32,043 | 108.4% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,054 | 2,641 | 0.0% | 0.0% | 65 | +13,614 | 29.32% | Q4 2025 | Mar 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,095 | 2,598 | 0.0% | 0.0% | 66 | +31,931 | 117.55% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,560 | 2,355 | 0.01% | 0.01% | 67 | +8,299 | 18.34% | Q4 2025 | Jan 29, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 51,240 | 2,254 | 0.12% | 0.11% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 50,086 | 2,202 | 0.0% | 0.0% | 69 | -2,217 | -4.24% | Q4 2025 | Feb 18, 2026 |
| Global Endowment Management, LP | History | No change | 50,000 | 2,199 | 0.27% | 0.26% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 49,718 | 2,191 | 0.02% | 0.01% | 71 | +12,602 | 33.95% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 48,810 | 2,146 | 0.02% | 0.01% | 72 | +23,135 | 90.11% | Q4 2025 | Jan 16, 2026 |
| Strategic Financial Partners, Ltd. | History | New | 46,149 | 2,029 | 0.88% | — | 73 | +46,149 | New | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 45,393 | 1,996 | 0.04% | 0.04% | 74 | +2,355 | 5.47% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 45,219 | 1,988 | 0.05% | 0.04% | 75 | +13,524 | 42.67% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 44,455 | 1,955 | 0.01% | 0.01% | 76 | +807 | 1.85% | Q4 2025 | Feb 12, 2026 |
| Mittelman Wealth Management | History | Added to | 43,965 | 1,933 | 1.26% | 1.03% | 77 | +6,389 | 17.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 41,692 | 1,833 | 0.0% | — | 78 | +41,692 | New | Q4 2025 | Feb 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 40,492 | 1,824 | 0.27% | 0.27% | 79 | +20,246 | 100.0% | Q4 2025 | Jan 07, 2026 |
| PLANWISER FINANCIAL, LLC | History | New | 40,227 | 1,816 | 1.36% | — | 80 | +40,227 | New | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 38,439 | 1,690 | 0.1% | 0.09% | 81 | +909 | 2.42% | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 37,127 | 1,632 | 0.06% | 0.01% | 82 | +29,436 | 382.73% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,433 | 1,514 | 0.02% | 0.01% | 83 | +18,007 | 109.62% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 33,901 | 1,490 | 0.0% | 0.0% | 84 | -5,066 | -13.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 33,300 | 1,464 | 0.0% | 0.0% | 85 | -28,798 | -46.38% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,149 | 1,457 | 0.01% | 0.01% | 86 | +3,621 | 12.26% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | New | 32,246 | 1,418 | 0.0% | — | 87 | +32,246 | New | Q4 2025 | Feb 17, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 32,247 | 1,418 | 0.77% | 0.79% | 88 | -36 | -0.11% | Q4 2025 | Jan 12, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 31,150 | 1,369 | 0.3% | 0.31% | 89 | -1,416 | -4.35% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | New | 30,831 | 1,355 | 0.05% | — | 90 | +30,831 | New | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | No change | 30,000 | 1,319 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 29,449 | 1,295 | 0.07% | — | 92 | +29,449 | New | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 29,286 | 1,287 | 0.09% | 0.02% | 93 | +21,178 | 261.2% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 29,116 | 1,280 | 0.0% | 0.0% | 94 | +17,096 | 142.23% | Q4 2025 | Jan 26, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 27,471 | 1,208 | 0.24% | 0.22% | 95 | +10 | 0.04% | Q4 2025 | Jan 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 27,313 | 1,201 | 0.07% | 0.07% | 96 | +237 | 0.88% | Q4 2025 | Feb 03, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 27,240 | 1,198 | 0.29% | 0.29% | 97 | +10 | 0.04% | Q4 2025 | Jan 28, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 27,187 | 1,195 | 0.2% | 0.2% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,012 | 1,188 | 0.0% | 0.0% | 99 | +18,854 | 231.11% | Q4 2025 | Feb 05, 2026 |
| Allie Family Office LLC | History | No change | 26,668 | 1,172 | 0.55% | 0.53% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 26,189 | 1,152 | 0.53% | 0.49% | 101 | +366 | 1.42% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Added to | 26,064 | 1,146 | 0.0% | 0.0% | 102 | +6,030 | 30.1% | Q4 2025 | Feb 19, 2026 |
| Providence First Trust Co | History | New | 25,951 | 1,141 | 0.4% | — | 103 | +25,951 | New | Q4 2025 | Feb 03, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 25,206 | 1,108 | 0.04% | 0.04% | 104 | +472 | 1.91% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 25,047 | 1,101 | 0.0% | 0.0% | 105 | +9,572 | 61.85% | Q4 2025 | Feb 05, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 25,000 | 1,099 | 0.11% | 0.14% | 106 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Everstar Asset Management, LLC | History | Added to | 28,998 | 1,063 | 0.57% | 0.24% | 107 | +18,987 | 189.66% | Q4 2025 | Feb 05, 2026 |
| Creekside Partners | History | Added to | 23,376 | 1,028 | 0.43% | 0.43% | 108 | +4 | 0.02% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 22,394 | 1,008 | 0.0% | — | 109 | +22,394 | New | Q4 2025 | Jan 08, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 22,400 | 986 | 0.98% | — | 110 | +22,400 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,070 | 970 | 0.0% | 0.0% | 111 | -340 | -1.52% | Q4 2025 | Feb 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 20,335 | 894 | 0.35% | 0.33% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, LLC | History | No change | 20,300 | 892 | 0.39% | 0.4% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Added to | 20,022 | 880 | 0.35% | 0.34% | 114 | +302 | 1.53% | Q4 2025 | Feb 05, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 19,205 | 844 | 0.5% | 1.77% | 115 | -44,086 | -69.66% | Q4 2025 | Feb 04, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 19,184 | 843 | 0.26% | 0.27% | 116 | -1,413 | -6.86% | Q4 2025 | Jan 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 18,200 | 800 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 18,147 | 798 | 0.0% | 0.0% | 118 | -195 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | New | 17,515 | 770 | 0.03% | — | 119 | +17,515 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 17,002 | 747 | 0.03% | — | 120 | +17,002 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 16,609 | 730 | 0.02% | 0.02% | 121 | +1,753 | 11.8% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 15,858 | 697 | 0.0% | 0.0% | 122 | +1,657 | 11.67% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 15,869 | 697 | 0.36% | 0.35% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 15,788 | 694 | 0.0% | 0.0% | 124 | +2,901 | 22.51% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 15,683 | 689 | 0.02% | 0.02% | 125 | -340 | -2.12% | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 14,900 | 655 | 0.09% | — | 126 | +14,900 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 14,448 | 635 | 0.02% | — | 127 | +14,448 | New | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,267 | 627 | 0.0% | 0.0% | 128 | -18,391 | -56.31% | Q4 2025 | Feb 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 14,015 | 616 | 0.0% | — | 129 | +14,015 | New | Q4 2025 | Feb 13, 2026 |
| Boltwood Capital Management | History | Added to | 13,500 | 593 | 0.15% | 0.14% | 130 | +700 | 5.47% | Q4 2025 | Jan 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 13,296 | 585 | 0.0% | — | 131 | +13,296 | New | Q4 2025 | Jan 05, 2026 |
| &PARTNERS | History | Added to | 14,878 | 577 | 0.0% | 0.0% | 132 | +1,944 | 15.03% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,806 | 563 | 0.0% | 0.0% | 133 | -364 | -2.76% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | No change | 12,750 | 560 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 12,590 | 553 | 0.29% | 0.3% | 135 | -340 | -2.63% | Q4 2025 | Jan 23, 2026 |
| DV Trading LLC | History | New | 12,040 | 529 | 0.01% | — | 136 | +12,040 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 11,940 | 525 | 0.0% | 0.0% | 137 | +1,831 | 18.11% | Q4 2025 | Jan 29, 2026 |
| BFI Infinity Ltd. | History | No change | 11,836 | 520 | 0.32% | 0.33% | 138 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 11,807 | 519 | 0.01% | 0.01% | 139 | -678 | -5.43% | Q4 2025 | Jan 20, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 11,600 | 510 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 11,336 | 498 | 0.02% | — | 141 | +11,336 | New | Q4 2025 | Feb 10, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,960 | 482 | 0.07% | 0.06% | 142 | +1,101 | 11.17% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 10,864 | 477 | 0.0% | 0.0% | 143 | -3,089 | -22.14% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 10,804 | 475 | 0.0% | — | 144 | +10,804 | New | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 10,502 | 461 | 0.01% | 0.01% | 145 | -949 | -8.29% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 10,409 | 457 | 0.0% | — | 146 | +10,409 | New | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 10,174 | 447 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,750 | 428 | 0.01% | 0.01% | 149 | +2,431 | 33.21% | Q4 2025 | Feb 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 9,750 | 428 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 9,182 | 404 | 0.02% | 0.04% | 150 | +813 | 9.71% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,032 | 397 | 0.01% | 0.01% | 151 | +100 | 1.12% | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 8,874 | 390 | 0.05% | 0.06% | 152 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,806 | 387 | 0.0% | 0.0% | 153 | +3,855 | 77.86% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 8,704 | 382 | 0.01% | — | 154 | +8,704 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 8,485 | 373 | 0.01% | 0.07% | 156 | -82,294 | -90.65% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 8,491 | 373 | 0.0% | 0.0% | 155 | +386 | 4.76% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,470 | 372 | 0.01% | 0.01% | 157 | +10 | 0.12% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,247 | 362 | 0.05% | 0.04% | 158 | +1,575 | 23.61% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 8,109 | 356 | 0.0% | — | 159 | +8,109 | New | Q4 2025 | Feb 13, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 8,091 | 355 | 0.2% | 0.21% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,000 | 351 | 0.0% | 0.0% | 161 | -668,973 | -98.82% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7,994 | 351 | 0.01% | — | 162 | +7,994 | New | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,590 | 333 | 0.0% | 0.0% | 163 | +178 | 2.4% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 7,278 | 320 | 0.0% | 0.0% | 164 | -373 | -4.88% | Q4 2025 | Jan 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 7,185 | 315 | 0.21% | 0.23% | 165 | -925 | -11.41% | Q4 2025 | Feb 02, 2026 |
| USA FINANCIAL FORMULAS | History | New | 7,079 | 311 | 0.06% | — | 167 | +7,079 | New | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | New | 7,072 | 311 | 0.0% | — | 166 | +7,072 | New | Q4 2025 | Feb 11, 2026 |
| Climber Capital SA | History | New | 6,750 | 295 | 0.19% | — | 169 | +6,750 | New | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 6,716 | 295 | 0.01% | — | 168 | +6,716 | New | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,600 | 290 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | New | 6,527 | 287 | 0.0% | — | 171 | +6,527 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,492 | 285 | 0.0% | — | 172 | +6,492 | New | Q4 2025 | Feb 18, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 6,220 | 273 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,194 | 272 | 0.0% | 0.0% | 174 | -280 | -4.32% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 5,876 | 258 | 0.0% | 0.0% | 175 | +176 | 3.09% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,785 | 254 | 0.0% | 0.0% | 176 | +765 | 15.24% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,755 | 253 | 0.0% | 0.0% | 177 | +20 | 0.35% | Q4 2025 | Feb 02, 2026 |
| Values Added Financial LLC | History | No change | 5,760 | 253 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JGP Wealth Management, LLC | History | New | 5,747 | 252 | 0.03% | — | 179 | +5,747 | New | Q4 2025 | Jan 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 5,723 | 251 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,335 | 250 | 0.12% | 0.11% | 181 | +422 | 8.59% | Q4 2025 | Feb 10, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 5,448 | 239 | 0.08% | 0.07% | 182 | +548 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,428 | 238 | 0.07% | 0.06% | 183 | +310 | 6.06% | Q4 2025 | Jan 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,387 | 236 | 0.0% | 0.0% | 184 | +62 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 5,336 | 234 | 0.09% | 0.08% | 185 | +245 | 4.81% | Q4 2025 | Jan 23, 2026 |
| WJ Financial Advisors LLC | History | No change | 5,085 | 223 | 0.2% | 0.21% | 186 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Finley Financial, LLC | History | No change | 5,040 | 221 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BOS Asset Management, LLC | History | Added to | 5,014 | 220 | 0.06% | 0.06% | 188 | +22 | 0.44% | Q4 2025 | Jan 09, 2026 |
| Janney Capital Management LLC | History | Added to | 4,914 | 216 | 0.01% | 0.01% | 189 | +75 | 1.55% | Q4 2025 | Feb 11, 2026 |
| FOCUSED ALPHA, LLC | History | New | 4,894 | 215 | 0.06% | — | 190 | +4,894 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,781 | 210 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 4,767 | 209 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | New | 4,697 | 206 | 0.01% | — | 193 | +4,697 | New | Q4 2025 | Mar 04, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | New | 4,624 | 203 | 0.02% | — | 194 | +4,624 | New | Q4 2025 | Feb 17, 2026 |
| SVB WEALTH LLC | History | New | 4,600 | 202 | 0.01% | — | 195 | +4,600 | New | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | New | 4,576 | 201 | 0.0% | — | 196 | +4,576 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,584 | 201 | 0.0% | 0.0% | 197 | +1,009 | 28.22% | Q4 2025 | Feb 06, 2026 |
| Legacy Bridge, LLC | History | No change | 4,000 | 175 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,600 | 158 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,075 | 135 | 0.0% | 0.0% | 201 | +64 | 2.13% | Q4 2025 | Jan 26, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,063 | 135 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 3,067 | 134 | 0.0% | 0.0% | 202 | +1,203 | 64.54% | Q4 2025 | Feb 06, 2026 |
| AlphaCentric Advisors LLC | History | New | 3,030 | 133 | 0.13% | — | 203 | +3,030 | New | Q4 2025 | Feb 12, 2026 |
| Curat Global, LLC | History | No change | 2,661 | 117 | 0.13% | 0.1% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,640 | 116 | 0.0% | — | 205 | +2,640 | New | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,613 | 114 | 0.0% | 0.0% | 206 | -182 | -6.51% | Q4 2025 | Jan 07, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 1,869 | 82 | 0.04% | 0.24% | 207 | -10,265 | -84.6% | Q4 2025 | Feb 26, 2026 |
| CENTRAL TRUST Co | History | No change | 1,650 | 72 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | No change | 1,522 | 66 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,510 | 66 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,400 | 61 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,325 | 58 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,278 | 56 | 0.0% | 0.0% | 214 | +188 | 17.25% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,279 | 56 | 0.0% | 0.0% | 213 | -21 | -1.62% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,206 | 53 | 0.0% | 0.0% | 215 | +806 | 201.5% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | New | 1,194 | 52 | 0.0% | — | 217 | +1,194 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,200 | 52 | 0.0% | 0.0% | 216 | -107 | -8.19% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,150 | 50 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,150 | 50 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 45 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,002 | 44 | 0.0% | 0.0% | 221 | +223 | 28.63% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,000 | 43 | 0.02% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 963 | 42 | 0.0% | — | 223 | +963 | New | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 950 | 41 | 0.0% | 0.0% | 224 | +650 | 216.67% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 913 | 40 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 898 | 39 | 0.0% | 0.0% | 226 | +562 | 167.26% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 888 | 39 | 0.0% | 0.0% | 227 | -500 | -36.02% | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | No change | 797 | 35 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | Reduced | 765 | 33 | 0.0% | 0.02% | 229 | -2,507 | -76.62% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 741 | 32 | 0.0% | 0.0% | 230 | -1,250 | -62.78% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 733 | 32 | 0.0% | 0.0% | 231 | +131 | 21.76% | Q4 2025 | Jan 26, 2026 |
| Purpose Unlimited Inc. | History | New | 579 | 25 | 0.0% | — | 232 | +579 | New | Q4 2025 | Mar 20, 2026 |
| EFG International AG | History | New | 523 | 23 | 0.0% | — | 233 | +523 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 499 | 22 | 0.0% | 0.0% | 234 | +167 | 50.3% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | New | 500 | 21 | 0.0% | — | 235 | +500 | New | Q4 2025 | Jan 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 465 | 20 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 346 | 15 | 0.01% | 0.01% | 237 | -38 | -9.9% | Q4 2025 | Jan 23, 2026 |
| FSA Advisors, Inc. | History | New | 14,010 | 14 | 0.01% | — | 239 | +14,010 | New | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 332 | 14 | 0.0% | 0.0% | 238 | +245 | 281.61% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 307 | 13 | 0.0% | — | 241 | +307 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | New | 300 | 13 | 0.0% | — | 240 | +300 | New | Q4 2025 | Jan 20, 2026 |
| Pacifica Partners Inc. | History | New | 273 | 12 | 0.01% | — | 242 | +273 | New | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 242 | 10 | 0.0% | — | 243 | +242 | New | Q4 2025 | Feb 03, 2026 |
| Miller Capital Partners, Inc. | History | New | 230 | 10 | 0.01% | — | 244 | +230 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 163 | 7 | 0.0% | 0.0% | 246 | -11 | -6.32% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 162 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | Added to | 128 | 6 | 0.0% | 0.0% | 248 | +15 | 13.27% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 128 | 5 | 0.0% | — | 250 | +128 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 127 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UMB Bank, n.a. | History | New | 99 | 4 | 0.0% | — | 252 | +99 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 87 | 3 | 0.0% | — | 254 | +87 | New | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 75 | 3 | 0.0% | — | 258 | +75 | New | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | Reduced | 70 | 3 | 0.0% | 0.0% | 256 | -70 | -50.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Founders Capital Management | History | No change | 48 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 264 | -121 | -76.1% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 36 | 1 | 0.0% | — | 262 | +36 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | No change | 40 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 4.45% | — | -2,614,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 28.21% | — | -144,786 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -136,337 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -92,133 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -59,841 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pentwater Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -18,633 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -17,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,009 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,992 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,271 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,459 | -100.0% | Q3 2025 | Dec 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,465 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -7 | -25.93% | Q4 2025 | Jan 21, 2026 |
| Cheviot Value Management, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q4 2025 | Feb 03, 2026 |
| TORONTO DOMINION BANK | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |