iSHARES TRUST - GSG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 20,621,782 | 475,538 | 0.01% | 0.01% | 1 | +69,924 | 0.34% | Q4 2025 | Feb 12, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | New | 1,746,896 | 40,283 | 1.1% | — | 2 | +1,746,896 | New | Q4 2025 | Feb 13, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 947,572 | 21,851 | 11.07% | 11.77% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 880,666 | 20,308 | 0.0% | 0.0% | 4 | +100,634 | 12.9% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 879,534 | 20,282 | 0.0% | 0.0% | 5 | +10,931 | 1.26% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 833,558 | 19,221 | 1.39% | 1.43% | 6 | +90,296 | 12.15% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 667,983 | 15,403 | 0.0% | 0.0% | 7 | +155,963 | 30.46% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 597,191 | 13,771 | 0.0% | 0.0% | 8 | +505,140 | 548.76% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 287,198 | 6,622 | 0.0% | 0.0% | 9 | -45,298 | -13.62% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 271,924 | 6,270 | 0.0% | 0.0% | 10 | -13,414 | -4.7% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 218,765 | 5,044 | 0.0% | 0.0% | 11 | +177,503 | 430.19% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 182,478 | 4,207 | 0.09% | — | 12 | +182,478 | New | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | Added to | 179,334 | 4,135 | 0.34% | 0.35% | 13 | +333 | 0.19% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Reduced | 171,827 | 3,962 | 0.41% | 0.47% | 14 | -17,440 | -9.21% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 131,235 | 3,124 | 0.27% | 0.27% | 15 | -397 | -0.3% | Q4 2025 | Jan 20, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 132,299 | 3,050 | 1.97% | 2.17% | 16 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 126,324 | 2,913 | 0.0% | 0.0% | 17 | -6,716 | -5.05% | Q4 2025 | Feb 10, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 118,000 | 2,717 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 104,989 | 2,421 | 0.52% | — | 19 | +104,989 | New | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 92,000 | 2,121 | 0.0% | 0.0% | 20 | -30,000 | -24.59% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 91,355 | 2,106 | 0.17% | 0.18% | 21 | -2,988 | -3.17% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 80,096 | 1,847 | 0.0% | 0.0% | 22 | +1,362 | 1.73% | Q4 2025 | Mar 09, 2026 |
| LPL Financial LLC | History | Reduced | 69,837 | 1,610 | 0.0% | 0.0% | 23 | -6,253 | -8.22% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 65,966 | 1,521 | 0.02% | 0.03% | 24 | +1,465 | 2.27% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,775 | 1,516 | 0.0% | 0.0% | 25 | -740 | -1.11% | Q4 2025 | Feb 12, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 63,105 | 1,455 | 0.2% | 0.28% | 26 | -4,181 | -6.21% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,955 | 1,359 | 0.0% | 0.0% | 27 | -15,796 | -21.13% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 55,000 | 1,268 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 55,000 | 1,268 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,913 | 1,266 | 0.0% | 0.0% | 30 | -6,739 | -10.93% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 54,461 | 1,255 | 0.0% | 0.0% | 31 | -43 | -0.08% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 53,442 | 1,232 | 0.06% | 0.06% | 32 | +1,800 | 3.49% | Q4 2025 | Jan 26, 2026 |
| Marino Management, LLC | History | New | 52,091 | 1,213 | 0.24% | — | 33 | +52,091 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 50,438 | 1,163 | 0.0% | — | 34 | +50,438 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 47,731 | 1,100 | 0.0% | 0.0% | 35 | +34,731 | 267.16% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 47,573 | 1,097 | 0.0% | 0.0% | 36 | -375 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 47,351 | 1,091 | 0.02% | 0.02% | 37 | -219 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | No change | 47,347 | 1,091 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 43,811 | 1,010 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,598 | 959 | 0.0% | 0.0% | 40 | +914 | 2.25% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,903 | 920 | 0.0% | 0.0% | 41 | -31,637 | -44.22% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 38,704 | 892 | 0.0% | 0.0% | 42 | -197 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 36,849 | 849 | 0.04% | 0.04% | 43 | -61 | -0.17% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 34,468 | 794 | 0.0% | 0.0% | 44 | -1,610 | -4.46% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 32,347 | 745 | 0.0% | — | 45 | +32,347 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 31,348 | 722 | 0.17% | 0.17% | 46 | +1,336 | 4.45% | Q4 2025 | Jan 16, 2026 |
| Avestar Capital, LLC | History | Added to | 28,750 | 662 | 0.04% | 0.04% | 47 | +3,500 | 13.86% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,539 | 635 | 0.05% | 0.07% | 48 | +13,694 | 98.91% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,545 | 589 | 0.0% | 0.0% | 49 | +3,219 | 14.42% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 25,200 | 581 | 0.01% | 0.01% | 50 | -200 | -0.79% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 24,868 | 573 | 0.02% | — | 51 | +24,868 | New | Q4 2025 | Feb 23, 2026 |
| Aspect Partners, LLC | History | Reduced | 23,629 | 544 | 0.24% | 0.25% | 52 | -256 | -1.07% | Q4 2025 | Jan 23, 2026 |
| F/m Investments LLC | History | Reduced | 23,586 | 543 | 0.02% | 0.02% | 53 | -2,580 | -9.86% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 22,265 | 513 | 0.0% | 0.0% | 54 | -7,916 | -26.23% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 21,806 | 502 | 0.01% | — | 55 | +21,806 | New | Q4 2025 | Feb 11, 2026 |
| Chandler Asset Management, Inc. | History | No change | 21,605 | 498 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 20,883 | 481 | 0.14% | 0.29% | 57 | -24,916 | -54.4% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 19,019 | 472 | 0.02% | 0.02% | 58 | -760 | -3.84% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,828 | 457 | 0.0% | 0.0% | 59 | -4,557 | -18.69% | Q4 2025 | Jan 30, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 19,397 | 451 | 0.0% | 0.0% | 60 | +7,114 | 57.92% | Q4 2025 | Feb 18, 2026 |
| Sierra Capital LLC | History | No change | 17,649 | 407 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 17,076 | 393 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 16,110 | 371 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 15,897 | 366 | 0.07% | 1.43% | 64 | -338,351 | -95.51% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,476 | 356 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,392 | 354 | 0.0% | 0.0% | 66 | -7,523 | -32.83% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,232 | 351 | 0.0% | 0.0% | 67 | -3,012 | -16.51% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,199 | 350 | 0.01% | 0.01% | 68 | -1,387 | -8.36% | Q4 2025 | Jan 16, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,240 | 328 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 14,000 | 323 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 13,103 | 302 | 0.02% | 0.02% | 71 | -120 | -0.91% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,394 | 263 | 0.01% | — | 72 | +11,394 | New | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | No change | 11,330 | 261 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Aurdan Capital Management, LLC | History | No change | 10,550 | 243 | 0.07% | 0.08% | 74 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,101 | 232 | 0.0% | 0.0% | 75 | +3,612 | 55.66% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9,630 | 222 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 9,600 | 221 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,329 | 215 | 0.0% | 0.0% | 78 | +200 | 2.19% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,159 | 211 | 0.0% | 0.0% | 79 | -3,183 | -25.79% | Q4 2025 | Feb 05, 2026 |
| DAVIS R M INC | History | No change | 9,150 | 210 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 9,000 | 207 | 0.02% | — | 81 | +9,000 | New | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | No change | 8,457 | 195 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,734 | 155 | 0.0% | — | 83 | +6,734 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,416 | 147 | 0.04% | 0.0% | 85 | +5,644 | 731.09% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | No change | 6,418 | 147 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arlington Trust Co LLC | History | No change | 6,250 | 144 | 0.01% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 5,000 | 115 | 0.01% | 0.01% | 87 | -359 | -6.7% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,049 | 96 | 0.0% | 0.0% | 88 | +616 | 17.94% | Q4 2025 | Jan 21, 2026 |
| Reflection Asset Management | History | New | 3,926 | 92 | 0.07% | — | 89 | +3,926 | New | Q4 2025 | Mar 02, 2026 |
| Cordant, Inc. | History | Reduced | 3,038 | 70 | 0.03% | 0.03% | 90 | -16 | -0.52% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,868 | 66 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,170 | 50 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,172 | 50 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | New | 1,840 | 42 | 0.0% | — | 94 | +1,840 | New | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 1,753 | 40 | 0.0% | — | 95 | +1,753 | New | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,700 | 39 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 1,502 | 34 | 0.01% | 0.01% | 99 | +328 | 27.94% | Q4 2025 | Feb 03, 2026 |
| Gould Capital, LLC | History | Reduced | 1,500 | 34 | 0.02% | 0.02% | 98 | -112 | -6.95% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,500 | 34 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,073 | 24 | 0.0% | 0.0% | 100 | -52 | -4.62% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 900 | 20 | 0.0% | — | 101 | +900 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 785 | 18 | 0.0% | — | 102 | +785 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 739 | 18 | 0.0% | 0.0% | 103 | +131 | 21.55% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 700 | 16 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 684 | 15 | 0.0% | — | 105 | +684 | New | Q4 2025 | Feb 03, 2026 |
| Boreal Capital Management LLC | History | No change | 670 | 15 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 619 | 14 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 650 | 14 | 0.01% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 590 | 13 | 0.01% | — | 110 | +590 | New | Q4 2025 | Jan 23, 2026 |
| Stephens Consulting, LLC | History | No change | 580 | 13 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 550 | 12 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 459 | 10 | 0.01% | — | 112 | +459 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 369 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 348 | 8 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 309 | 7 | 0.0% | — | 115 | +309 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 329 | 7 | 0.0% | 0.0% | 116 | +1 | 0.3% | Q4 2025 | Jan 13, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 150 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | No change | 141 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 158 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 94 | 2 | 0.0% | — | 121 | +94 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 80 | 1 | 0.0% | — | 123 | +80 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 46 | 1 | 0.0% | — | 122 | +29 | 170.59% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194,705 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -184,379 | -100.0% | Q3 2025 | Oct 31, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -40,435 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -26,633 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,514 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -509 | -95.86% | Q4 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 08, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Westend Capital Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |