iSHARES TRUST - GARP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,315,966 | 89,617 | 0.02% | 0.02% | 1 | +299,858 | 29.51% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 529,616 | 36,067 | 0.1% | 0.09% | 2 | +39,115 | 7.97% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 488,804 | 33,287 | 0.04% | 0.04% | 3 | +28,011 | 6.08% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 443,970 | 30,236 | 6.65% | 6.38% | 4 | +15,991 | 3.74% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 437,642 | 29,803 | 0.01% | 0.0% | 5 | +258,462 | 144.25% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 359,262 | 24,465 | 0.0% | 0.0% | 6 | +30,986 | 9.44% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 340,758 | 23,205 | 0.01% | 0.0% | 7 | +196,370 | 136.0% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 329,905 | 22,466 | 0.43% | 0.04% | 8 | +300,649 | 1027.65% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 296,793 | 20,211 | 0.03% | 0.03% | 9 | -27,248 | -8.41% | Q4 2025 | Feb 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 295,367 | 20,114 | 0.63% | 0.6% | 10 | +3,344 | 1.15% | Q4 2025 | Jan 05, 2026 |
| MORGAN STANLEY | History | Added to | 266,021 | 18,116 | 0.0% | — | 11 | +266,020 | 26602000.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 248,106 | 16,895 | 0.04% | 0.01% | 12 | +192,460 | 345.86% | Q4 2025 | Feb 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 235,258 | 16,021 | 5.14% | 5.21% | 13 | +4,474 | 1.94% | Q4 2025 | Jan 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 230,248 | 15,679 | 2.17% | 2.22% | 14 | +11,609 | 5.31% | Q4 2025 | Jan 23, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 223,117 | 15,194 | 4.1% | 4.05% | 15 | +14,536 | 6.97% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 205,800 | 14,015 | 0.01% | 0.01% | 16 | -21,083 | -9.29% | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 203,048 | 13,827 | 1.6% | 1.69% | 17 | +1,533 | 0.76% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 187,534 | 12,770 | 0.02% | 0.01% | 18 | +31,060 | 19.85% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 187,223 | 12,749 | 0.0% | 0.0% | 19 | +181,154 | 2984.91% | Q4 2025 | Mar 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 168,198 | 11,454 | 0.01% | 0.0% | 20 | +98,077 | 139.87% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | New | 158,511 | 10,795 | 0.33% | — | 21 | +158,511 | New | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 158,448 | 10,790 | 0.01% | 0.01% | 22 | -3,226 | -2.0% | Q4 2025 | Feb 06, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 152,367 | 10,376 | 1.33% | 1.15% | 23 | +19,842 | 14.97% | Q4 2025 | Feb 04, 2026 |
| Olde Wealth Management, LLC | History | Added to | 147,659 | 10,055 | 3.09% | 3.06% | 24 | +2,708 | 1.87% | Q4 2025 | Feb 12, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 105,324 | 7,172 | 5.74% | 5.39% | 25 | +3,634 | 3.57% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 99,458 | 6,773 | 0.1% | 0.09% | 26 | +14,302 | 16.8% | Q4 2025 | Feb 12, 2026 |
| CGN Advisors LLC | History | Added to | 86,919 | 5,919 | 0.47% | 0.38% | 27 | +16,752 | 23.87% | Q4 2025 | Jan 05, 2026 |
| Keystone Global Partners, LLC | History | New | 85,805 | 5,843 | 2.57% | — | 28 | +85,805 | New | Q4 2025 | Jan 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 77,430 | 5,272 | 0.0% | 0.0% | 29 | +1,331 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 67,468 | 4,594 | 3.03% | 2.8% | 30 | +935 | 1.41% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 62,392 | 4,248 | 0.05% | 0.05% | 31 | +2,166 | 3.6% | Q4 2025 | Jan 29, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | New | 60,038 | 4,088 | 0.2% | — | 32 | +60,038 | New | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 58,935 | 4,013 | 1.74% | — | 33 | +58,935 | New | Q4 2025 | Jan 23, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 58,042 | 3,952 | 2.72% | 2.81% | 34 | -4,619 | -7.37% | Q4 2025 | Jan 26, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 56,263 | 3,831 | 1.68% | 1.72% | 35 | -656 | -1.15% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | New | 55,718 | 3,794 | 0.03% | — | 36 | +55,718 | New | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,958 | 3,470 | 0.0% | 0.0% | 37 | +1,841 | 3.75% | Q4 2025 | Feb 02, 2026 |
| WIN ADVISORS, INC | History | New | 48,301 | 3,289 | 1.4% | — | 38 | +48,301 | New | Q4 2025 | Feb 04, 2026 |
| Gilbert Capital Group, Inc. | History | New | 40,666 | 2,769 | 2.08% | — | 39 | +40,666 | New | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,452 | 2,686 | 0.02% | 0.01% | 40 | +12,750 | 47.75% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,307 | 2,472 | 0.01% | 0.01% | 41 | +18,179 | 100.28% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | New | 35,745 | 2,434 | 0.22% | — | 42 | +35,745 | New | Q4 2025 | Jan 12, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 29,889 | 2,035 | 1.92% | 1.95% | 43 | -4,774 | -13.77% | Q4 2025 | Jan 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 27,747 | 1,889 | 0.28% | 0.2% | 44 | +7,618 | 37.85% | Q4 2025 | Feb 10, 2026 |
| UPTICK PARTNERS, LLC | History | New | 25,203 | 1,716 | 0.37% | — | 45 | +25,203 | New | Q4 2025 | Feb 02, 2026 |
| LongView Wealth Management | History | Added to | 23,793 | 1,669 | 0.4% | 0.34% | 46 | +4,840 | 25.54% | Q4 2025 | Jan 13, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 24,408 | 1,662 | 0.5% | 0.2% | 47 | +14,603 | 148.93% | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 21,892 | 1,490 | 0.24% | 0.21% | 48 | +3,793 | 20.96% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 20,677 | 1,408 | 0.06% | 0.05% | 49 | +3,873 | 23.05% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 20,377 | 1,387 | 0.07% | 0.04% | 50 | +10,925 | 115.58% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 19,849 | 1,351 | 0.08% | 0.08% | 51 | +1,058 | 5.63% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,596 | 1,334 | 0.02% | 0.02% | 52 | +835 | 4.45% | Q4 2025 | Feb 10, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 18,959 | 1,291 | 0.44% | 0.38% | 53 | +3,401 | 21.86% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,764 | 1,277 | 0.04% | 0.04% | 54 | +28 | 0.15% | Q4 2025 | Jan 09, 2026 |
| Sonoma Allocations LLC | History | Added to | 16,349 | 1,144 | 0.38% | 0.32% | 55 | +2,828 | 20.92% | Q4 2025 | Feb 23, 2026 |
| Disciplined Investments, LLC | History | No change | 16,766 | 1,141 | 0.44% | 0.44% | 56 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,303 | 974 | 0.13% | — | 57 | +14,303 | New | Q4 2025 | Feb 09, 2026 |
| Saxony Capital Management, LLC | History | Added to | 12,663 | 862 | 0.53% | 0.27% | 58 | +6,356 | 100.78% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Added to | 11,816 | 804 | 0.03% | 0.03% | 59 | +253 | 2.19% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,050 | 752 | 0.08% | 0.07% | 60 | +952 | 9.43% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 10,378 | 706 | 0.03% | — | 61 | +10,378 | New | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,270 | 699 | 0.0% | 0.0% | 62 | -556 | -5.14% | Q4 2025 | Feb 10, 2026 |
| Breakwater Capital Group | History | New | 9,122 | 621 | 0.09% | — | 63 | +9,122 | New | Q4 2025 | Jan 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 8,997 | 612 | 0.26% | 0.26% | 64 | -612 | -6.37% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Management, LLC | History | New | 8,767 | 597 | 0.32% | — | 65 | +8,767 | New | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,072 | 550 | 0.02% | — | 66 | +8,072 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,875 | 536 | 0.07% | — | 67 | +7,875 | New | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 7,771 | 529 | 0.36% | 0.38% | 68 | -549 | -6.6% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 7,500 | 510 | 0.15% | 0.16% | 69 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,447 | 507 | 0.01% | 0.01% | 70 | -372 | -4.76% | Q4 2025 | Feb 09, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 7,425 | 505 | 0.29% | — | 71 | +7,425 | New | Q4 2025 | Jan 28, 2026 |
| MKT Advisors LLC | History | New | 7,243 | 500 | 0.17% | — | 72 | +7,243 | New | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | New | 6,940 | 472 | 0.01% | — | 74 | +6,940 | New | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,935 | 472 | 0.0% | — | 73 | +6,935 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,535 | 445 | 0.01% | 0.01% | 75 | -1,755 | -21.17% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,336 | 444 | 0.0% | 0.0% | 76 | +2,456 | 63.3% | Q4 2025 | Jan 08, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 6,267 | 426 | 0.21% | 0.19% | 77 | +201 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 6,000 | 408 | 0.0% | — | 78 | +6,000 | New | Q4 2025 | Mar 09, 2026 |
| Bank of New York Mellon Corp | History | New | 5,930 | 403 | 0.0% | — | 79 | +5,930 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 5,761 | 392 | 0.0% | 0.0% | 80 | +6 | 0.1% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,520 | 375 | 0.08% | 0.09% | 81 | -98 | -1.74% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | No change | 4,935 | 336 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,487 | 305 | 0.0% | — | 83 | +4,487 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,327 | 294 | 0.0% | 0.0% | 84 | +2,189 | 102.39% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | New | 4,127 | 281 | 0.0% | — | 86 | +4,127 | New | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,125 | 281 | 0.0% | — | 85 | +4,125 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,043 | 275 | 0.0% | — | 87 | +4,043 | New | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,870 | 263 | 0.0% | 0.0% | 88 | -80 | -2.03% | Q4 2025 | Jan 29, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 3,725 | 253 | 0.09% | — | 89 | +3,725 | New | Q4 2025 | Jan 28, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 3,214 | 223 | 0.11% | 0.12% | 90 | +7 | 0.22% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,163 | 215 | 0.0% | 0.0% | 91 | +387 | 13.94% | Q4 2025 | Feb 06, 2026 |
| Trexquant Investment LP | History | New | 3,103 | 211 | 0.0% | — | 92 | +3,103 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,446 | 166 | 0.0% | 0.0% | 93 | +1,093 | 80.78% | Q4 2025 | Feb 18, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,288 | 155 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 2,238 | 152 | 0.0% | 0.0% | 95 | +996 | 80.19% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,849 | 125 | 0.0% | 0.0% | 96 | +235 | 14.56% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 1,816 | 123 | 0.08% | — | 97 | +1,816 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,665 | 113 | 0.0% | 0.0% | 98 | +419 | 33.63% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,434 | 97 | 0.0% | 0.0% | 99 | -74 | -4.91% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,200 | 81 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | New | 1,126 | 76 | 0.01% | — | 101 | +1,126 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 973 | 66 | 0.0% | 0.0% | 102 | +626 | 180.4% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 661 | 45 | 0.0% | 0.0% | 103 | +39 | 6.27% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | New | 618 | 42 | 0.0% | — | 104 | +618 | New | Q4 2025 | Jan 23, 2026 |
| Sankala Group LLC | History | New | 561 | 38 | 0.03% | — | 105 | +561 | New | Q4 2025 | Mar 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 500 | 34 | 0.0% | 0.0% | 106 | -9,530 | -95.01% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 488 | 33 | 0.0% | — | 107 | +488 | New | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | No change | 340 | 23 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 241 | 16 | 0.0% | — | 109 | +241 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 159 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | New | 109 | 7 | 0.0% | — | 111 | +109 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 78 | 5 | 0.0% | — | 112 | +78 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | New | 75 | 5 | 0.0% | — | 113 | +75 | New | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 51 | 3 | 0.0% | — | 114 | +51 | New | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 44 | 2 | 0.0% | — | 115 | +44 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | New | 34 | 2 | 0.0% | — | 116 | +34 | New | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | New | 16 | 1 | 0.0% | — | 117 | +16 | New | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | No change | 17 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -39,052 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -37,866 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -16,170 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -9,487 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,964 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,124 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -609 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 19, 2026 |
| Rossby Financial, LCC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |