iSHARES TRUST - FALN
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 OF AMERICA CORP /DE/ | History | Added to | 7,267,294 | 198,397 | 0.01% | 0.01% | 1 | +390,014 | 5.67% | Q4 2025 | Feb 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 3,657,064 | 99,838 | 1.13% | 1.12% | 2 | +180,505 | 5.19% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 3,440,640 | 93,929 | 0.01% | 0.01% | 3 | -1,203,515 | -25.91% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,429,052 | 66,313 | 0.02% | 0.01% | 4 | +858,396 | 54.65% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,328,300 | 64,191 | 0.21% | 0.24% | 5 | -218,200 | -8.57% | Q4 2025 | Feb 18, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 2,000,000 | 54,600 | 0.33% | — | 6 | +2,000,000 | New | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 1,411,465 | 38,532 | 0.01% | 0.0% | 7 | +353,615 | 33.43% | Q4 2025 | Feb 19, 2026 |
| Allworth Financial LP | History | New | 1,333,472 | 36,403 | 0.15% | — | 8 | +1,333,472 | New | Q4 2025 | Feb 05, 2026 |
| ESL Trust Services, LLC | History | Added to | 1,248,458 | 34,082 | 6.54% | 6.1% | 9 | +130,297 | 11.65% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,040,030 | 28,392 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 922,336 | 25,179 | 0.0% | 0.0% | 11 | +192,265 | 26.34% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 729,905 | 19,926 | 0.46% | 0.13% | 12 | +534,470 | 273.48% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 684,359 | 18,686 | 0.0% | 0.0% | 13 | +108,928 | 18.93% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 629,614 | 17,188 | 1.98% | 1.95% | 14 | +29,685 | 4.95% | Q4 2025 | Jan 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 594,300 | 16,224 | 0.04% | 0.05% | 15 | -47,400 | -7.39% | Q4 2025 | Feb 10, 2026 |
| TOEWS CORP /ADV | History | Added to | 566,900 | 15,476 | 2.25% | 2.19% | 16 | +15,800 | 2.87% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 550,628 | 15,032 | 0.0% | 0.0% | 17 | -23,819 | -4.15% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 532,933 | 14,549 | 0.02% | 0.01% | 18 | +293,510 | 122.59% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 521,524 | 14,237 | 0.0% | — | 19 | +521,524 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 496,932 | 13,566 | 0.01% | 0.01% | 20 | -10,853 | -2.14% | Q4 2025 | Feb 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 476,028 | 12,995 | 3.57% | 3.82% | 21 | +24,779 | 5.49% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 424,013 | 11,575 | 0.0% | 0.0% | 22 | +416,395 | 5465.94% | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | Added to | 385,767 | 10,531 | 0.05% | 0.03% | 23 | +140,192 | 57.09% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 363,861 | 9,933 | 0.03% | 0.02% | 24 | +68,003 | 22.99% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 350,000 | 9,555 | 0.03% | — | 25 | +350,000 | New | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 344,730 | 9,462 | 0.01% | 0.0% | 26 | +310,481 | 906.54% | Q4 2025 | Jan 08, 2026 |
| Breakwater Capital Group | History | Reduced | 341,816 | 9,331 | 1.3% | 1.49% | 27 | -21,274 | -5.86% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 334,712 | 9,137 | 0.0% | 0.0% | 28 | +82,725 | 32.83% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 330,776 | 9,030 | 0.01% | 0.01% | 29 | +48,379 | 17.13% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 286,744 | 7,828 | 0.01% | — | 30 | +286,744 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 283,665 | 7,744 | 0.09% | — | 31 | +283,665 | New | Q4 2025 | Jan 20, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 268,833 | 7,339 | 3.69% | 3.91% | 32 | -1,131 | -0.42% | Q4 2025 | Jan 29, 2026 |
| Scarborough Advisors, LLC | History | Added to | 268,022 | 7,316 | 1.24% | 1.27% | 33 | +9,339 | 3.61% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 245,583 | 6,704 | 2.34% | 2.29% | 34 | +20,880 | 9.29% | Q4 2025 | Jan 23, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 239,038 | 6,525 | 0.73% | 0.43% | 35 | +100,245 | 72.23% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 229,833 | 6,274 | 0.12% | 0.13% | 36 | +3,710 | 1.64% | Q4 2025 | Feb 12, 2026 |
| Petix & Botte Co | History | Added to | 221,668 | 6,051 | 1.37% | 1.22% | 37 | +31,749 | 16.72% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 218,668 | 5,969 | 0.01% | 0.01% | 38 | -8,302 | -3.66% | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 216,016 | 5,897 | 0.37% | 0.39% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 194,153 | 5,300 | 1.71% | 1.69% | 40 | +19,526 | 11.18% | Q4 2025 | Feb 02, 2026 |
| Marex Group plc | History | Added to | 182,742 | 4,988 | 0.03% | 0.02% | 41 | +72,462 | 65.71% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 181,740 | 4,961 | 0.01% | 0.02% | 42 | -73,438 | -28.78% | Q4 2025 | Jan 26, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 178,918 | 4,884 | 0.9% | 1.02% | 43 | -6,123 | -3.31% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 174,199 | 4,755 | 0.65% | 1.32% | 44 | +18,343 | 11.77% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 172,025 | 4,696 | 0.39% | 0.44% | 45 | -16,959 | -8.97% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 168,477 | 4,599 | 0.0% | 0.0% | 46 | +140,661 | 505.68% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 163,959 | 4,476 | 0.02% | 0.02% | 47 | +28,910 | 21.41% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 151,183 | 4,127 | 0.07% | 0.15% | 48 | -117,909 | -43.82% | Q4 2025 | Mar 12, 2026 |
| Coastline Trust Co | History | Reduced | 148,284 | 4,048 | 0.38% | 0.46% | 49 | -4,574 | -2.99% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | Added to | 144,553 | 3,946 | 0.01% | 0.0% | 50 | +125,075 | 642.13% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 144,263 | 3,938 | 0.0% | — | 51 | +144,263 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 139,635 | 3,812 | 0.0% | 0.0% | 52 | -19,957 | -12.51% | Q4 2025 | Feb 18, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 138,033 | 3,797 | 0.18% | 0.21% | 53 | +7,794 | 5.98% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 131,225 | 3,582 | 0.01% | 0.01% | 54 | +7,951 | 6.45% | Q4 2025 | Feb 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 130,066 | 3,550 | 2.83% | 2.99% | 55 | +4,078 | 3.24% | Q4 2025 | Jan 21, 2026 |
| Ignite Planners, LLC | History | Added to | 126,642 | 3,491 | 0.53% | 0.56% | 56 | +3,140 | 2.54% | Q4 2025 | Feb 06, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 126,914 | 3,464 | 1.34% | 1.81% | 57 | -25,941 | -16.97% | Q4 2025 | Feb 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 124,200 | 3,390 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 123,440 | 3,369 | 0.0% | 0.0% | 59 | +9,725 | 8.55% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 122,396 | 3,341 | 0.01% | 0.01% | 60 | +12,306 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 116,426 | 3,178 | 0.41% | 0.52% | 61 | -8,823 | -7.04% | Q4 2025 | Feb 10, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 114,648 | 3,129 | 0.95% | 0.93% | 62 | +4,016 | 3.63% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 113,966 | 3,111 | 0.03% | 0.08% | 63 | -151,605 | -57.09% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 111,488 | 3,043 | 0.02% | 0.03% | 64 | -39,901 | -26.36% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 106,937 | 2,948 | 0.46% | 0.45% | 65 | +5,689 | 5.62% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 100,798 | 2,751 | 0.02% | 0.02% | 66 | +3,274 | 3.36% | Q4 2025 | Jan 26, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 99,055 | 2,708 | 0.04% | 0.03% | 67 | +5,922 | 6.36% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 97,027 | 2,648 | 0.0% | 0.0% | 68 | +1,680 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 95,920 | 2,618 | 0.03% | 0.02% | 69 | +31,080 | 47.93% | Q4 2025 | Feb 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 92,513 | 2,525 | 0.43% | 0.38% | 70 | +11,918 | 14.79% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 92,371 | 2,521 | 0.05% | 0.05% | 71 | +7,541 | 8.89% | Q4 2025 | Jan 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 91,853 | 2,507 | 0.05% | 0.05% | 72 | +4,829 | 5.55% | Q4 2025 | Feb 18, 2026 |
| Addison Capital Co | History | Added to | 89,813 | 2,451 | 0.61% | 0.58% | 73 | +19,635 | 27.98% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 89,639 | 2,447 | 0.11% | 0.1% | 74 | +13,366 | 17.52% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | Added to | 89,381 | 2,440 | 0.15% | 0.15% | 75 | +2,075 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Napier Financial, LLC | History | New | 87,870 | 2,398 | 0.6% | — | 76 | +87,870 | New | Q4 2025 | Feb 11, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 82,839 | 2,261 | 2.22% | — | 77 | +82,839 | New | Q4 2025 | Feb 03, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 81,579 | 2,227 | 0.17% | 0.17% | 78 | +3,300 | 4.22% | Q4 2025 | Feb 05, 2026 |
| Sherry Group, Inc. | History | New | 79,699 | 2,178 | 2.28% | — | 79 | +79,699 | New | Q4 2025 | Feb 05, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 78,481 | 2,142 | 0.97% | 1.05% | 80 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 74,993 | 2,047 | 0.95% | 0.99% | 81 | +732 | 0.99% | Q4 2025 | Jan 09, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 72,347 | 1,975 | 0.02% | 0.03% | 83 | -19,586 | -21.3% | Q4 2025 | Jan 13, 2026 |
| Mount Lucas Management LP | History | Added to | 72,374 | 1,975 | 0.79% | 0.8% | 82 | +2,477 | 3.54% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 71,819 | 1,960 | 0.0% | 0.0% | 84 | +6,299 | 9.61% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 70,291 | 1,918 | 0.01% | 0.01% | 85 | +5,168 | 7.94% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 64,342 | 1,771 | 0.15% | 0.15% | 86 | +3,450 | 5.67% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 62,432 | 1,704 | 0.01% | 0.0% | 87 | +51,934 | 494.7% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 62,393 | 1,703 | 0.11% | 0.12% | 88 | +535 | 0.86% | Q4 2025 | Jan 23, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 62,096 | 1,695 | 0.38% | 0.44% | 89 | -1,369 | -2.16% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 57,510 | 1,570 | 0.04% | — | 90 | +57,510 | New | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 57,410 | 1,567 | 0.57% | — | 91 | +57,410 | New | Q4 2025 | Feb 12, 2026 |
| AXS Investments LLC | History | Added to | 57,250 | 1,562 | 0.75% | 0.69% | 92 | +308 | 0.54% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 54,510 | 1,502 | 1.02% | 0.08% | 93 | +46,865 | 613.02% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 53,856 | 1,470 | 0.07% | 0.07% | 94 | +2,033 | 3.92% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 53,672 | 1,465 | 0.03% | — | 95 | +53,672 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 52,484 | 1,433 | 0.0% | 0.0% | 96 | +8,053 | 18.12% | Q4 2025 | Feb 11, 2026 |
| Proficio Capital Partners LLC | History | New | 50,665 | 1,383 | 0.1% | — | 97 | +50,665 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 50,448 | 1,377 | 0.32% | 0.34% | 98 | +130 | 0.26% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,711 | 1,357 | 0.0% | 0.0% | 99 | -1,254,708 | -96.19% | Q4 2025 | Feb 11, 2026 |
| DDFG, Inc | History | Reduced | 49,586 | 1,353 | 0.3% | 0.32% | 100 | -311 | -0.62% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 48,114 | 1,313 | 0.0% | 0.0% | 101 | +40,443 | 527.22% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,031 | 1,283 | 0.0% | 0.0% | 102 | +10,367 | 28.28% | Q4 2025 | Feb 18, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 45,560 | 1,243 | 0.3% | 0.33% | 103 | -11 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 45,235 | 1,234 | 0.19% | 0.19% | 104 | +803 | 1.81% | Q4 2025 | Feb 11, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 45,154 | 1,232 | 0.84% | 0.93% | 105 | -2,812 | -5.86% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 43,642 | 1,191 | 0.02% | 0.05% | 106 | -54,646 | -55.6% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 43,199 | 1,179 | 0.04% | 0.05% | 107 | +422 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,948 | 1,172 | 0.01% | 0.02% | 108 | +928 | 2.21% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,506 | 1,160 | 0.01% | 0.01% | 109 | +14,959 | 54.3% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,965 | 1,145 | 0.01% | 0.01% | 110 | +1,377 | 3.39% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 41,796 | 1,141 | 0.09% | 0.07% | 112 | +14,804 | 54.85% | Q4 2025 | Jan 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 41,798 | 1,141 | 0.25% | 0.26% | 111 | +309 | 0.74% | Q4 2025 | Jan 14, 2026 |
| Wilian Securities, LLC | History | New | 39,827 | 1,087 | 1.17% | — | 113 | +39,827 | New | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 39,243 | 1,071 | 0.0% | 0.0% | 114 | -63 | -0.16% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 39,123 | 1,068 | 0.0% | 0.0% | 115 | +3,345 | 9.35% | Q4 2025 | Feb 17, 2026 |
| Cumberland Partners Ltd | History | Added to | 38,800 | 1,059 | 0.06% | 0.07% | 116 | +1,700 | 4.58% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 38,695 | 1,056 | 0.0% | 0.0% | 117 | -1,357 | -3.39% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 37,100 | 1,012 | 0.0% | 0.0% | 118 | -341 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 34,982 | 955 | 0.02% | 0.02% | 119 | +1,026 | 3.02% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 34,057 | 929 | 0.01% | 0.02% | 120 | -71 | -0.21% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 34,008 | 928 | 0.02% | — | 121 | +34,008 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 33,959 | 927 | 0.01% | 0.01% | 122 | +616 | 1.85% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,495 | 887 | 0.0% | 0.0% | 123 | +3,554 | 12.28% | Q4 2025 | Feb 13, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 32,255 | 880 | 0.23% | 0.23% | 124 | -142 | -0.44% | Q4 2025 | Jan 27, 2026 |
| Sierra Capital LLC | History | No change | 31,185 | 851 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 30,818 | 841 | 0.05% | 0.05% | 126 | +1,621 | 5.55% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 30,025 | 819 | 0.01% | 0.01% | 127 | -1,934 | -6.05% | Q4 2025 | Jan 21, 2026 |
| Stratos Investment Management, LLC | History | Added to | 29,346 | 801 | 0.03% | 0.03% | 128 | +1,315 | 4.69% | Q4 2025 | Jan 20, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 28,646 | 782 | 0.36% | 0.36% | 129 | +1,000 | 3.62% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 28,117 | 767 | 0.01% | 0.01% | 130 | -3,350 | -10.65% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 28,038 | 765 | 0.01% | 0.01% | 131 | +39 | 0.14% | Q4 2025 | Jan 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 27,779 | 758 | 0.56% | 0.58% | 132 | +1,165 | 4.38% | Q4 2025 | Feb 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 27,524 | 752 | 0.1% | 0.09% | 133 | -493 | -1.76% | Q4 2025 | Feb 11, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 27,300 | 745 | 0.49% | 0.51% | 134 | -400 | -1.44% | Q4 2025 | Feb 05, 2026 |
| Exchange Bank | History | Added to | 26,854 | 733 | 0.51% | 0.51% | 135 | +464 | 1.76% | Q4 2025 | Jan 13, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 26,841 | 732 | 0.46% | — | 136 | +26,841 | New | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 26,750 | 730 | 0.0% | 0.0% | 137 | -5,756 | -17.71% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,615 | 726 | 0.02% | 0.02% | 138 | -681 | -2.49% | Q4 2025 | Jan 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 26,420 | 721 | 0.23% | 0.24% | 139 | -204 | -0.77% | Q4 2025 | Jan 12, 2026 |
| DARA CAPITAL US, INC. | History | New | 26,335 | 718 | 0.64% | — | 140 | +26,335 | New | Q4 2025 | Jan 23, 2026 |
| Western Financial Corp/CA | History | Reduced | 25,450 | 694 | 0.28% | 0.31% | 141 | -183 | -0.71% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 23,679 | 646 | 0.0% | 0.01% | 142 | -2,123 | -8.23% | Q4 2025 | Feb 17, 2026 |
| Allie Family Office LLC | History | No change | 22,852 | 623 | 0.29% | 0.3% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 21,955 | 599 | 0.07% | 0.07% | 144 | +1,932 | 9.65% | Q4 2025 | Feb 13, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 21,755 | 593 | 0.21% | 0.19% | 145 | +2,446 | 12.67% | Q4 2025 | Feb 05, 2026 |
| Aristides Capital LLC | History | Added to | 20,548 | 560 | 0.1% | 0.08% | 146 | +890 | 4.53% | Q4 2025 | Feb 26, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 20,493 | 559 | 0.28% | 0.3% | 147 | +390 | 1.94% | Q4 2025 | Feb 06, 2026 |
| WESBANCO BANK INC | History | New | 20,000 | 546 | 0.02% | — | 148 | +20,000 | New | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | No change | 19,933 | 544 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 19,652 | 536 | 0.2% | 0.31% | 150 | -10,115 | -33.98% | Q4 2025 | Feb 09, 2026 |
| PAX Financial Group, LLC | History | Added to | 19,626 | 535 | 0.09% | 0.07% | 151 | +5,921 | 43.2% | Q4 2025 | Feb 05, 2026 |
| Eddie Patel Inc | History | New | 19,490 | 532 | 0.4% | — | 152 | +19,490 | New | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 19,417 | 530 | 0.29% | 0.13% | 153 | +11,042 | 131.84% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 18,913 | 516 | 0.03% | 0.03% | 154 | +3,063 | 19.32% | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,860 | 514 | 0.01% | 0.01% | 155 | -682 | -3.49% | Q4 2025 | Feb 17, 2026 |
| Retirement Management Systems Inc. | History | New | 18,182 | 496 | 0.13% | — | 156 | +18,182 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 18,076 | 493 | 0.11% | 0.1% | 157 | +2,202 | 13.87% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 17,831 | 486 | 0.08% | 0.07% | 158 | +2,805 | 18.67% | Q4 2025 | Jan 29, 2026 |
| Manchester Capital Management LLC | History | No change | 17,757 | 484 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 17,323 | 472 | 0.06% | 0.07% | 160 | -1 | -0.01% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,131 | 467 | 0.0% | 0.0% | 161 | -165 | -0.95% | Q4 2025 | Jan 29, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 16,871 | 460 | 0.2% | 0.22% | 162 | +324 | 1.96% | Q4 2025 | Feb 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,844 | 459 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,633 | 454 | 0.01% | 0.01% | 164 | +285 | 1.74% | Q4 2025 | Jan 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 16,182 | 441 | 0.19% | 0.19% | 165 | +863 | 5.63% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,690 | 428 | 0.01% | 0.01% | 166 | -1,140 | -6.77% | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 15,364 | 420 | 0.41% | — | 167 | +15,364 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 14,743 | 402 | 0.0% | 0.0% | 168 | -235 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,399 | 393 | 0.0% | 0.0% | 169 | -512 | -3.43% | Q4 2025 | Mar 16, 2026 |
| Box Hill Private Wealth LLC | History | New | 14,356 | 391 | 0.4% | — | 170 | +14,356 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,192 | 387 | 0.01% | 0.01% | 171 | +111 | 0.79% | Q4 2025 | Feb 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 13,540 | 369 | 0.03% | 0.03% | 172 | +1,090 | 8.76% | Q4 2025 | Feb 09, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 13,272 | 365 | 0.09% | — | 173 | +13,272 | New | Q4 2025 | Jan 23, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 13,275 | 362 | 0.23% | — | 175 | +13,275 | New | Q4 2025 | Feb 11, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 13,265 | 362 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Herold Advisors, Inc. | History | New | 12,444 | 339 | 0.08% | — | 176 | +12,444 | New | Q4 2025 | Feb 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 12,332 | 336 | 0.24% | 0.24% | 177 | +357 | 2.98% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,220 | 333 | 0.0% | 0.0% | 178 | +3,003 | 32.58% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 12,109 | 330 | 0.02% | 0.01% | 179 | +4,887 | 67.67% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | No change | 12,000 | 327 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 11,953 | 326 | 0.22% | 0.24% | 181 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,845 | 323 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 11,817 | 322 | 0.35% | — | 183 | +11,817 | New | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 11,759 | 321 | 0.08% | 0.08% | 184 | +1,145 | 10.79% | Q4 2025 | Feb 05, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 11,650 | 318 | 0.29% | 0.36% | 185 | -1,850 | -13.7% | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 11,589 | 316 | 0.01% | 0.01% | 186 | +3,708 | 47.05% | Q4 2025 | Feb 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 11,373 | 310 | 0.09% | 0.1% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,266 | 308 | 0.02% | 0.02% | 188 | -200 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,268 | 307 | 0.0% | 0.0% | 189 | +1,657 | 17.24% | Q4 2025 | Mar 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,723 | 292 | 0.0% | 0.0% | 190 | +79 | 0.74% | Q4 2025 | Feb 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 10,361 | 282 | 0.17% | 0.19% | 191 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCentric Advisors LLC | History | New | 10,245 | 279 | 0.28% | — | 192 | +10,245 | New | Q4 2025 | Feb 12, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 10,175 | 278 | 0.06% | — | 193 | +10,175 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,158 | 277 | 0.01% | 0.02% | 194 | -32 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 10,116 | 276 | 0.01% | 0.01% | 195 | +208 | 2.1% | Q4 2025 | Jan 30, 2026 |
| SteelPeak Wealth, LLC | History | New | 9,897 | 270 | 0.01% | — | 198 | +9,897 | New | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 9,892 | 270 | 0.02% | 0.02% | 196 | -78 | -0.78% | Q4 2025 | Feb 04, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 9,914 | 270 | 0.14% | 0.15% | 199 | +11 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 9,914 | 270 | 0.0% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 9,685 | 264 | 0.02% | — | 200 | +9,685 | New | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,602 | 262 | 0.01% | 0.01% | 201 | -1,270 | -11.68% | Q4 2025 | Feb 17, 2026 |
| PUREfi Wealth, LLC | History | No change | 9,434 | 257 | 0.2% | 0.2% | 202 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COFG Advisors, LLC | History | New | 9,355 | 255 | 0.06% | — | 203 | +9,355 | New | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 9,217 | 251 | 0.08% | 0.08% | 204 | +351 | 3.96% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | Added to | 8,984 | 245 | 0.01% | 0.01% | 205 | +34 | 0.38% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,843 | 241 | 0.01% | 0.01% | 206 | +1,270 | 16.77% | Q4 2025 | Feb 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,800 | 240 | 0.03% | 0.03% | 207 | -250 | -2.76% | Q4 2025 | Jan 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,716 | 237 | 0.0% | 0.0% | 208 | +6 | 0.07% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,371 | 228 | 0.0% | 0.0% | 209 | -1,503 | -15.22% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | New | 8,336 | 227 | 0.01% | — | 210 | +8,336 | New | Q4 2025 | Jan 06, 2026 |
| Alteri Wealth LLC | History | New | 8,117 | 221 | 0.07% | — | 211 | +8,117 | New | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,000 | 218 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,982 | 217 | 0.03% | — | 213 | +7,982 | New | Q4 2025 | Feb 09, 2026 |
| Bank of New Hampshire | History | New | 7,782 | 212 | 0.05% | — | 214 | +7,782 | New | Q4 2025 | Mar 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,722 | 210 | 0.0% | 0.0% | 215 | +314 | 4.24% | Q4 2025 | Jan 22, 2026 |
| Global Assets Advisory, LLC | History | Added to | 7,727 | 210 | 0.06% | 0.06% | 216 | +79 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Saxony Capital Management, LLC | History | Added to | 7,597 | 207 | 0.13% | 0.14% | 217 | +15 | 0.2% | Q4 2025 | Jan 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,574 | 206 | 0.0% | — | 218 | +7,574 | New | Q4 2025 | Feb 18, 2026 |
| ETF Store, Inc. | History | New | 7,504 | 204 | 0.21% | — | 220 | +7,504 | New | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,472 | 204 | 0.0% | 0.0% | 219 | -488 | -6.13% | Q4 2025 | Jan 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,337 | 200 | 0.15% | 0.16% | 221 | +94 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 6,610 | 180 | 0.03% | — | 222 | +6,610 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,425 | 175 | 0.0% | 0.0% | 223 | +12 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | No change | 6,102 | 166 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Orion Capital Management LLC | History | Added to | 5,500 | 150 | 0.05% | 0.05% | 225 | +20 | 0.36% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 4,738 | 129 | 0.0% | 0.0% | 227 | -82,182 | -94.55% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 4,734 | 129 | 0.0% | 0.0% | 226 | -12 | -0.25% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 4,602 | 126 | 0.0% | 0.01% | 229 | -422 | -8.4% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 4,645 | 126 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,599 | 125 | 0.0% | 0.0% | 230 | -4,298 | -48.31% | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 3,951 | 107 | 0.3% | 0.31% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3,724 | 101 | 0.06% | — | 232 | +3,724 | New | Q4 2025 | Feb 19, 2026 |
| NBT BANK N A /NY | History | Reduced | 27 | 93 | 0.01% | 0.01% | 233 | -1 | -3.57% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,353 | 92 | 0.0% | 0.0% | 234 | +1,013 | 43.29% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,184 | 86 | 0.0% | — | 235 | +3,184 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 3,148 | 85 | 0.0% | — | 236 | +3,148 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,146 | 85 | 0.01% | 0.01% | 237 | -1,079 | -25.54% | Q4 2025 | Feb 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,950 | 80 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,898 | 79 | 0.0% | 0.0% | 239 | -6 | -0.21% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 2,533 | 69 | 0.0% | 0.0% | 240 | +1,721 | 211.95% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,115 | 57 | 0.05% | — | 241 | +2,115 | New | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | New | 2,013 | 54 | 0.03% | — | 242 | +2,013 | New | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,726 | 47 | 0.0% | 0.0% | 243 | +547 | 46.4% | Q4 2025 | Jan 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,676 | 45 | 0.0% | 0.0% | 244 | -1,416 | -45.8% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,532 | 41 | 0.01% | — | 245 | +1,532 | New | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,429 | 39 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,404 | 38 | 0.02% | 0.02% | 247 | +68 | 5.09% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,308 | 35 | 0.0% | 0.0% | 249 | +37 | 2.91% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,292 | 35 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,230 | 33 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,207 | 32 | 0.01% | 0.01% | 252 | -369 | -23.41% | Q4 2025 | Feb 27, 2026 |
| WealthShield Partners, LLC | History | No change | 1,183 | 32 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,100 | 30 | 0.0% | — | 253 | +1,100 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,013 | 27 | 0.0% | 0.0% | 254 | +428 | 73.16% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | New | 850 | 23 | 0.0% | — | 255 | +850 | New | Q4 2025 | Jan 30, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 788 | 21 | 0.01% | 0.01% | 256 | +350 | 79.91% | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 753 | 20 | 0.0% | 0.0% | 257 | +118 | 18.58% | Q4 2025 | Feb 18, 2026 |
| Founders Financial Alliance, LLC | History | No change | 680 | 18 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 650 | 17 | 0.0% | — | 259 | +650 | New | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 565 | 15 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Operose Advisors LLC | History | New | 543 | 14 | 0.0% | — | 262 | +543 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 544 | 14 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | No change | 484 | 13 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 506 | 13 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 441 | 12 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | No change | 453 | 12 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 344 | 9 | 0.0% | 0.0% | 267 | -29 | -7.77% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 359 | 9 | 0.0% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 276 | 7 | 0.0% | — | 270 | +276 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 278 | 7 | 0.0% | 0.0% | 271 | -26 | -8.55% | Q4 2025 | Jan 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 289 | 7 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 232 | 6 | 0.0% | 0.0% | 272 | +5 | 2.2% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 212 | 5 | 0.0% | 0.0% | 273 | -2,175 | -91.12% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 157 | 4 | 0.0% | 0.02% | 274 | -18,780 | -99.17% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | No change | 142 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | No change | 129 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | New | 98 | 2 | 0.0% | — | 278 | +98 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 78 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 40 | 1 | 0.0% | — | 281 | +40 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 280 | +2 | 5.13% | Q4 2025 | Jan 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 56 | 1 | 0.0% | 0.0% | 279 | +1 | 1.82% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 55 | 1 | 0.0% | 0.0% | 283 | -1 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 69 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -1,133,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,131,975 | -100.0% | Q3 2025 | Nov 13, 2025 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.95% | — | -805,526 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.1% | — | -170,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -139,716 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -78,052 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -16,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -16,296 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,356 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,757 | -100.0% | Q3 2025 | Oct 21, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,293 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,567 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q3 2025 | Oct 10, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,135 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q3 2025 | Nov 03, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 05, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 26 | 0 | — | 0.0% | — | -25 | -49.02% | Q4 2025 | Feb 18, 2026 |
| Darwin Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 22, 2026 |
| Kingdom Financial Group LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |