iSHARES TRUST - GVI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EASTERN BANK | History | Added to | 2,468,804 | 265,026 | 4.57% | 4.57% | 1 | +75,187 | 3.14% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,209,506 | 237,190 | 0.21% | 0.25% | 2 | -384,704 | -14.83% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Added to | 2,097,512 | 225,167 | 4.42% | 4.18% | 3 | +214,866 | 11.41% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,293,124 | 138,816 | 0.01% | 0.01% | 4 | -198,947 | -13.33% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,263,682 | 135,656 | 0.23% | 0.22% | 5 | +85,823 | 7.29% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 1,180,198 | 126,694 | 1.58% | 1.46% | 6 | +132,470 | 12.64% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,094,762 | 117,522 | 0.03% | 0.03% | 7 | +13,421 | 1.24% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,005,322 | 107,921 | 0.39% | 0.38% | 8 | +9,850 | 0.99% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 986,626 | 105,914 | 0.34% | 0.33% | 9 | +24,676 | 2.57% | Q4 2025 | Feb 02, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 854,539 | 91,734 | 7.81% | 8.01% | 10 | +10,553 | 1.25% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 728,134 | 78,165 | 0.04% | 0.04% | 11 | +111,677 | 18.12% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 670,953 | 72,026 | 0.96% | 1.23% | 12 | -109,295 | -14.01% | Q4 2025 | Feb 13, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | New | 652,458 | 70,041 | 53.42% | — | 13 | +652,458 | New | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 621,855 | 66,756 | 0.01% | 0.01% | 14 | +28,619 | 4.82% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 580,970 | 62,367 | 0.47% | — | 15 | +580,970 | New | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 489,667 | 52,565 | 0.0% | 0.0% | 16 | -5,558 | -1.12% | Q4 2025 | Feb 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 466,705 | 50,100 | 8.45% | 8.12% | 17 | +16,374 | 3.64% | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 446,728 | 47,956 | 3.87% | 3.77% | 18 | +27,298 | 6.51% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 435,555 | 46,756 | 0.0% | 0.0% | 19 | -51,574 | -10.59% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 418,128 | 44,886 | 0.0% | 0.0% | 20 | +100,895 | 31.8% | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | Added to | 391,709 | 42,049 | 3.48% | 3.29% | 21 | +29,857 | 8.25% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 373,765 | 40,123 | 2.65% | 2.65% | 22 | +13,432 | 3.73% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 339,817 | 36,479 | 0.04% | 0.05% | 23 | -13,673 | -3.87% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 337,669 | 36,248 | 0.01% | 0.01% | 24 | +29,718 | 9.65% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 286,461 | 30,751 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 282,625 | 30,340 | 14.77% | 14.66% | 26 | -3,564 | -1.25% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 280,039 | 30,062 | 0.06% | 0.07% | 27 | -6,991 | -2.44% | Q4 2025 | Jan 23, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 273,978 | 29,419 | 1.36% | 1.5% | 28 | -4,608 | -1.65% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 269,270 | 28,906 | 2.24% | 1.99% | 29 | +43,732 | 19.39% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Added to | 254,978 | 27,371 | 0.03% | 0.03% | 30 | +3,831 | 1.53% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 249,617 | 26,796 | 0.0% | — | 31 | +249,617 | New | Q4 2025 | Feb 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 249,057 | 26,721 | 2.02% | 1.95% | 32 | +2,386 | 0.97% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 233,532 | 25,069 | 3.25% | 3.31% | 33 | +14,014 | 6.38% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 231,582 | 24,860 | 0.13% | 0.13% | 34 | +12,304 | 5.61% | Q4 2025 | Jan 12, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 226,003 | 24,261 | 6.01% | 5.56% | 35 | +32,637 | 16.88% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 217,375 | 23,360 | 0.69% | 0.2% | 36 | +187,405 | 625.31% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 213,481 | 22,917 | 0.01% | 0.01% | 37 | +1,372 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 208,368 | 22,368 | 0.02% | 0.03% | 38 | -2,264 | -1.07% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 168,601 | 18,099 | 0.1% | 0.02% | 39 | +127,331 | 308.53% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 164,600 | 17,670 | 0.03% | 0.03% | 40 | -697 | -0.42% | Q4 2025 | Feb 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 163,464 | 17,547 | 0.26% | 0.36% | 41 | -62,942 | -27.8% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 163,027 | 17,500 | 0.37% | 0.38% | 42 | -717 | -0.44% | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Added to | 162,906 | 17,488 | 0.06% | 0.05% | 43 | +10,780 | 7.09% | Q4 2025 | Jan 30, 2026 |
| WASHINGTON TRUST Co | History | Added to | 161,515 | 17,338 | 0.57% | 0.54% | 44 | +6,910 | 4.47% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 160,799 | 17,261 | 0.03% | 0.04% | 45 | -34,931 | -17.85% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 155,636 | 16,707 | 0.06% | 0.06% | 46 | -124 | -0.08% | Q4 2025 | Feb 06, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 152,495 | 16,370 | 1.54% | 1.49% | 47 | +8,356 | 5.8% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | Added to | 139,273 | 14,950 | 0.23% | 0.19% | 48 | +20,193 | 16.96% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Added to | 138,867 | 14,907 | 0.21% | 0.21% | 49 | +8,396 | 6.44% | Q4 2025 | Feb 02, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 136,885 | 14,694 | 1.6% | 1.7% | 50 | -272 | -0.2% | Q4 2025 | Jan 26, 2026 |
| GREENLEAF TRUST | History | Reduced | 131,804 | 14,149 | 0.13% | 0.14% | 51 | -14,512 | -9.92% | Q4 2025 | Jan 21, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 114,419 | 12,282 | 0.65% | 0.66% | 52 | +591 | 0.52% | Q4 2025 | Jan 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 113,482 | 12,182 | 0.6% | 0.63% | 53 | -1,263 | -1.1% | Q4 2025 | Feb 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 110,120 | 11,821 | 0.22% | 0.24% | 54 | +3,163 | 2.96% | Q4 2025 | Jan 28, 2026 |
| Community Financial Services Group, LLC | History | Added to | 107,790 | 11,571 | 2.12% | 2.1% | 55 | +1,173 | 1.1% | Q4 2025 | Jan 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 102,275 | 10,979 | 0.75% | 0.92% | 56 | -15,184 | -12.93% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 98,784 | 10,604 | 0.16% | 0.17% | 57 | -3,757 | -3.66% | Q4 2025 | Feb 09, 2026 |
| Bank of New Hampshire | History | New | 96,589 | 10,368 | 2.33% | — | 58 | +96,589 | New | Q4 2025 | Mar 16, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 96,559 | 10,365 | 0.39% | 0.44% | 59 | -11,355 | -10.52% | Q4 2025 | Feb 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 88,573 | 9,508 | 1.75% | 1.77% | 60 | -4,365 | -4.7% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 84,332 | 9,053 | 0.05% | 0.06% | 61 | +6,401 | 8.21% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,106 | 9,034 | 0.01% | 0.01% | 62 | +1,181 | 1.42% | Q4 2025 | Jan 08, 2026 |
| UBS Group AG | History | Added to | 81,144 | 8,710 | 0.0% | 0.0% | 63 | +4,783 | 6.26% | Q4 2025 | Jan 29, 2026 |
| Sepio Capital, LP | History | Reduced | 80,937 | 8,688 | 0.48% | 0.52% | 64 | -574 | -0.7% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 80,360 | 8,627 | 0.02% | 0.02% | 65 | +2,031 | 2.59% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 77,110 | 8,277 | 0.0% | 0.0% | 66 | +615 | 0.8% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Added to | 72,509 | 7,783 | 0.46% | 0.38% | 67 | +7,181 | 10.99% | Q4 2025 | Feb 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 69,723 | 7,484 | 3.53% | 3.46% | 68 | +2,738 | 4.09% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,549 | 7,358 | 0.01% | 0.02% | 69 | -49,603 | -41.98% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 65,558 | 7,037 | 0.17% | 0.19% | 70 | -6,175 | -8.61% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 65,135 | 6,992 | 0.0% | 0.0% | 71 | +30,879 | 90.14% | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 63,578 | 6,825 | 0.33% | 0.32% | 72 | +3,839 | 6.43% | Q4 2025 | Feb 04, 2026 |
| Align Financial, LLC | History | New | 6,656 | 6,656 | 0.0% | — | 73 | +6,656 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 61,460 | 6,606 | 0.08% | 0.09% | 74 | -736 | -1.18% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 57,663 | 6,190 | 0.21% | 0.22% | 75 | -1,915 | -3.21% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | Added to | 56,802 | 6,097 | 0.21% | 0.12% | 76 | +24,232 | 74.4% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 56,461 | 6,061 | 0.07% | 0.06% | 77 | +7,367 | 15.01% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 56,131 | 6,025 | 0.03% | 0.04% | 78 | -1,397 | -2.43% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,772 | 5,450 | 0.02% | 0.02% | 79 | +317 | 0.63% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,206 | 5,389 | 0.01% | 0.01% | 80 | -583 | -1.15% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 48,357 | 5,194 | 0.06% | 0.06% | 81 | -323 | -0.66% | Q4 2025 | Jan 26, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 47,750 | 5,126 | 2.2% | 2.16% | 82 | +2,829 | 6.3% | Q4 2025 | Jan 28, 2026 |
| 1ST SOURCE BANK | History | Reduced | 46,679 | 5,010 | 0.26% | 0.27% | 83 | -126 | -0.27% | Q4 2025 | Feb 05, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 46,408 | 4,981 | 0.33% | 0.33% | 84 | +213 | 0.46% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | New | 46,192 | 4,958 | 0.0% | — | 85 | +46,192 | New | Q4 2025 | Mar 20, 2026 |
| Connecticut Wealth Management, LLC | History | New | 43,309 | 4,649 | 0.2% | — | 86 | +43,309 | New | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 43,196 | 4,637 | 0.55% | 0.62% | 87 | -2,243 | -4.94% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 42,511 | 4,563 | 0.12% | 0.12% | 88 | -403 | -0.94% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,285 | 4,539 | 0.02% | 0.02% | 89 | +818 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Severin Investments, LLC | History | Added to | 41,623 | 4,468 | 3.95% | 3.76% | 90 | +2,335 | 5.94% | Q4 2025 | Feb 09, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 40,754 | 4,374 | 3.29% | 2.95% | 91 | +5,244 | 14.77% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,473 | 4,237 | 0.0% | 0.0% | 92 | +30,208 | 326.04% | Q4 2025 | Feb 18, 2026 |
| Haverford Trust Co | History | Reduced | 38,662 | 4,150 | 0.04% | 0.04% | 93 | -1,024 | -2.58% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Added to | 38,560 | 4,139 | 0.81% | 0.41% | 94 | +18,590 | 93.09% | Q4 2025 | Jan 29, 2026 |
| UNION SAVINGS BANK | History | New | 38,115 | 4,091 | 1.77% | — | 95 | +38,115 | New | Q4 2025 | Mar 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,899 | 4,068 | 0.01% | 0.01% | 96 | +55 | 0.15% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 37,877 | 4,066 | 0.0% | 0.0% | 97 | -68 | -0.18% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,762 | 4,053 | 0.0% | — | 98 | +37,762 | New | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 35,285 | 3,787 | 0.7% | 0.45% | 99 | +13,720 | 63.62% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | New | 31,293 | 3,359 | 0.0% | — | 100 | +31,293 | New | Q4 2025 | Feb 11, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 31,099 | 3,338 | 0.19% | 0.5% | 101 | -50,032 | -61.67% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 30,181 | 3,239 | 0.94% | 1.18% | 102 | -6,265 | -17.19% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,162 | 3,237 | 0.0% | — | 103 | +30,162 | New | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 29,616 | 3,179 | 0.15% | 0.1% | 104 | +8,631 | 41.13% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 29,057 | 3,121 | 0.06% | 0.07% | 105 | -550 | -1.86% | Q4 2025 | Jan 26, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 28,844 | 3,096 | 0.13% | 0.14% | 106 | -271 | -0.93% | Q4 2025 | Feb 11, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 28,604 | 3,070 | 1.35% | 1.34% | 107 | -3,073 | -9.7% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 28,432 | 3,052 | 0.05% | 0.08% | 108 | -3,208 | -10.14% | Q4 2025 | Feb 06, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 28,067 | 3,013 | 1.56% | 1.69% | 109 | -197 | -0.7% | Q4 2025 | Jan 29, 2026 |
| Legacy Private Trust Co. | History | Added to | 26,213 | 2,813 | 0.17% | 0.16% | 110 | +934 | 3.69% | Q4 2025 | Jan 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,053 | 2,689 | 0.0% | 0.0% | 111 | +3,672 | 17.17% | Q4 2025 | Mar 25, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 23,961 | 2,572 | 0.1% | 0.11% | 112 | -2,000 | -7.7% | Q4 2025 | Jan 12, 2026 |
| Trajan Wealth LLC | History | Reduced | 23,408 | 2,512 | 0.1% | 0.11% | 113 | -1,244 | -5.05% | Q4 2025 | Feb 06, 2026 |
| WESBANCO BANK INC | History | Added to | 22,995 | 2,468 | 0.07% | 0.05% | 114 | +6,125 | 36.31% | Q4 2025 | Feb 03, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 22,833 | 2,451 | 0.34% | 0.31% | 115 | +2,867 | 14.36% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 20,830 | 2,236 | 0.19% | 0.19% | 116 | -934 | -4.29% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,576 | 2,209 | 0.07% | — | 117 | +20,576 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,533 | 2,204 | 0.0% | 0.0% | 118 | +3,232 | 18.68% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 20,256 | 2,174 | 0.01% | — | 119 | +20,256 | New | Q4 2025 | Jan 27, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 19,500 | 2,093 | 0.05% | 0.06% | 120 | +595 | 3.15% | Q4 2025 | Jan 28, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 19,478 | 2,091 | 0.55% | 0.59% | 121 | -195 | -0.99% | Q4 2025 | Jan 26, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 19,453 | 2,088 | 0.04% | 0.04% | 122 | +963 | 5.21% | Q4 2025 | Feb 17, 2026 |
| Unified Investment Management | History | Added to | 19,148 | 2,055 | 2.06% | 2.05% | 123 | +44 | 0.23% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 18,978 | 2,037 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Centennial Bank/AR/ | History | Added to | 18,751 | 2,012 | 0.8% | 0.48% | 125 | +7,380 | 64.9% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 17,614 | 1,890 | 0.04% | 0.04% | 126 | +1,038 | 6.26% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,216 | 1,848 | 0.0% | 0.0% | 127 | +2,955 | 20.72% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 16,964 | 1,821 | 0.0% | 0.0% | 128 | +5,512 | 48.13% | Q4 2025 | Feb 13, 2026 |
| Heritage Trust Co | History | Reduced | 16,896 | 1,813 | 0.18% | 0.19% | 129 | -83 | -0.49% | Q4 2025 | Feb 10, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 16,770 | 1,800 | 0.05% | 0.03% | 130 | +6,531 | 63.79% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 15,475 | 1,661 | 0.16% | 0.17% | 131 | -2,750 | -15.09% | Q4 2025 | Jan 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 15,167 | 1,628 | 0.64% | 0.62% | 132 | +788 | 5.48% | Q4 2025 | Jan 28, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 14,974 | 1,607 | 0.42% | 0.47% | 133 | -2,020 | -11.89% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 14,859 | 1,595 | 0.03% | 0.03% | 134 | -1,175 | -7.33% | Q4 2025 | Jan 28, 2026 |
| Vantage Investment Partners, LLC | History | Added to | 14,593 | 1,566 | 0.1% | 0.1% | 135 | +804 | 5.83% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,473 | 1,553 | 0.02% | 0.02% | 136 | +20 | 0.14% | Q4 2025 | Feb 17, 2026 |
| First Financial Bank - Trust Division | History | Added to | 14,354 | 1,540 | 0.13% | 0.13% | 137 | +322 | 2.29% | Q4 2025 | Jan 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 14,288 | 1,532 | 0.0% | 0.0% | 138 | +1,357 | 10.49% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 13,747 | 1,476 | 0.0% | 0.0% | 139 | -4,613 | -25.13% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 13,393 | 1,437 | 0.37% | — | 140 | +13,393 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 11,953 | 1,283 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,904 | 1,277 | 0.0% | 0.0% | 142 | +3,992 | 50.46% | Q4 2025 | Feb 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 11,425 | 1,226 | 0.55% | 0.55% | 143 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| First County Bank /CT/ | History | Added to | 11,207 | 1,203 | 0.63% | 0.57% | 144 | +806 | 7.75% | Q4 2025 | Jan 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,644 | 1,142 | 0.07% | 0.07% | 145 | +1,190 | 12.59% | Q4 2025 | Feb 03, 2026 |
| Simmons Bank | History | Reduced | 10,431 | 1,119 | 0.07% | 0.09% | 146 | -1,869 | -15.2% | Q4 2025 | Feb 05, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 10,125 | 1,086 | 0.04% | 0.04% | 147 | +375 | 3.85% | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | Added to | 9,651 | 1,036 | 0.08% | 0.09% | 148 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 9,579 | 1,028 | 0.11% | 0.04% | 149 | +5,813 | 154.35% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,422 | 1,011 | 0.01% | 0.01% | 150 | +884 | 10.35% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,159 | 983 | 0.03% | 0.03% | 151 | +67 | 0.74% | Q4 2025 | Feb 12, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 8,911 | 956 | 0.45% | 0.44% | 152 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,477 | 910 | 0.02% | 0.02% | 153 | -482 | -5.38% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 8,178 | 877 | 0.03% | — | 154 | +8,178 | New | Q4 2025 | Feb 13, 2026 |
| Balefire, LLC | History | Added to | 8,116 | 871 | 0.17% | 0.17% | 155 | +58 | 0.72% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,055 | 864 | 0.01% | 0.02% | 156 | -1,419 | -14.98% | Q4 2025 | Feb 09, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 8,041 | 863 | 0.1% | 0.09% | 157 | +836 | 11.6% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 7,954 | 853 | 0.27% | 0.26% | 158 | +263 | 3.42% | Q4 2025 | Jan 22, 2026 |
| Northwest Bancshares, Inc. | History | New | 7,818 | 839 | 0.16% | — | 159 | +7,818 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,746 | 831 | 0.01% | 0.01% | 160 | +106 | 1.39% | Q4 2025 | Feb 13, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 7,716 | 828 | 0.74% | — | 161 | +7,716 | New | Q4 2025 | Feb 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,563 | 811 | 0.01% | — | 162 | +7,563 | New | Q4 2025 | Feb 19, 2026 |
| Renasant Bank | History | No change | 7,500 | 805 | 0.55% | 0.51% | 163 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Park Place Capital Corp | History | No change | 7,500 | 805 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| One Wealth Advisors, LLC | History | No change | 7,488 | 803 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 7,430 | 797 | 0.0% | 0.0% | 166 | +507 | 7.32% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,332 | 787 | 0.01% | 0.01% | 167 | -471 | -6.04% | Q4 2025 | Feb 02, 2026 |
| Ascent Group, LLC | History | Added to | 7,018 | 753 | 0.03% | 0.03% | 168 | +60 | 0.86% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,789 | 728 | 0.01% | 0.01% | 169 | +2,203 | 48.04% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 6,732 | 722 | 0.01% | 0.01% | 170 | -1,531 | -18.53% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,568 | 705 | 0.11% | 0.12% | 171 | -854 | -11.51% | Q4 2025 | Jan 08, 2026 |
| Retireful, LLC | History | New | 6,499 | 698 | 0.88% | — | 172 | +6,499 | New | Q4 2025 | Jan 15, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 6,389 | 685 | 0.84% | 0.49% | 173 | -458 | -6.69% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 6,377 | 684 | 0.11% | — | 174 | +6,377 | New | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,309 | 677 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LAWOOD & CO | History | New | 6,218 | 667 | 0.63% | — | 176 | +6,218 | New | Q4 2025 | Feb 05, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 6,054 | 649 | 0.27% | 0.16% | 177 | +2,655 | 78.11% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Added to | 5,907 | 634 | 0.05% | 0.05% | 178 | +299 | 5.33% | Q4 2025 | Feb 04, 2026 |
| Global Endowment Management, LP | History | Added to | 5,868 | 630 | 0.08% | 0.08% | 179 | +145 | 2.53% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,824 | 625 | 0.01% | 0.0% | 180 | +1,568 | 36.84% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,794 | 613 | 0.01% | 0.01% | 181 | -78 | -1.33% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,675 | 609 | 0.03% | 0.02% | 182 | +497 | 9.6% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Reduced | 5,665 | 608 | 0.01% | 0.02% | 183 | -2,690 | -32.2% | Q4 2025 | Mar 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 5,464 | 586 | 0.02% | 0.01% | 184 | +2,697 | 97.47% | Q4 2025 | Jan 21, 2026 |
| Adelphi Trust Co | History | New | 5,449 | 584 | 0.48% | — | 185 | +5,449 | New | Q4 2025 | Jan 26, 2026 |
| BTC Capital Management, Inc. | History | New | 5,297 | 568 | 0.04% | — | 186 | +5,297 | New | Q4 2025 | Jan 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,237 | 562 | 0.05% | 0.06% | 187 | -337 | -6.05% | Q4 2025 | Jan 29, 2026 |
| Curbstone Financial Management Corp | History | Added to | 5,050 | 542 | 0.1% | 0.1% | 188 | +100 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 5,013 | 538 | 0.0% | 0.0% | 189 | +1,332 | 36.19% | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 4,990 | 535 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,819 | 517 | 0.01% | 0.02% | 191 | -1,286 | -21.06% | Q4 2025 | Feb 06, 2026 |
| High Probability Advisors, LLC | History | No change | 4,797 | 514 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GM Advisory Group, LLC | History | No change | 4,771 | 512 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,658 | 500 | 0.01% | 0.01% | 194 | +38 | 0.82% | Q4 2025 | Feb 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,652 | 499 | 0.15% | 0.15% | 195 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,606 | 494 | 0.0% | — | 196 | +4,606 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,571 | 490 | 0.0% | 0.0% | 197 | +3,871 | 553.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,470 | 479 | 0.0% | 0.0% | 198 | +613 | 15.89% | Q4 2025 | Feb 17, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 4,359 | 467 | 0.07% | 0.07% | 199 | +378 | 9.5% | Q4 2025 | Feb 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,184 | 449 | 0.05% | 0.05% | 200 | -197 | -4.5% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,175 | 448 | 0.0% | 0.0% | 202 | +2,154 | 106.58% | Q4 2025 | Mar 16, 2026 |
| FC Advisory LLC | History | Reduced | 4,175 | 448 | 0.13% | 0.14% | 201 | -163 | -3.76% | Q4 2025 | Jan 13, 2026 |
| VestGen Investment Management | History | Added to | 4,124 | 442 | 0.25% | 0.24% | 203 | +427 | 11.55% | Q4 2025 | Feb 18, 2026 |
| GAMMA Investing LLC | History | Added to | 4,045 | 434 | 0.02% | 0.02% | 204 | +574 | 16.54% | Q4 2025 | Jan 05, 2026 |
| NBT BANK N A /NY | History | Reduced | 3,899 | 418 | 0.03% | 0.03% | 205 | -830 | -17.55% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,859 | 414 | 0.02% | 0.02% | 206 | -1,992 | -34.05% | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,769 | 404 | 0.12% | 0.13% | 207 | -625 | -14.22% | Q4 2025 | Jan 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,629 | 389 | 0.02% | 0.04% | 208 | -3,444 | -48.69% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 3,590 | 385 | 0.0% | — | 209 | +3,590 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,576 | 383 | 0.0% | 0.0% | 210 | +550 | 18.18% | Q4 2025 | Mar 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,540 | 380 | 0.0% | 0.0% | 211 | +1,006 | 39.7% | Q4 2025 | Feb 18, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,291 | 353 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 3,284 | 352 | 0.01% | — | 213 | +3,284 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 3,143 | 337 | 0.0% | — | 214 | +3,143 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,039 | 326 | 0.01% | 0.0% | 215 | +2,631 | 644.85% | Q4 2025 | Feb 04, 2026 |
| Cassia Capital Partners, LLC | History | New | 2,991 | 321 | 0.17% | — | 216 | +2,991 | New | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,986 | 320 | 0.0% | 0.0% | 217 | +443 | 17.42% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 2,968 | 318 | 0.03% | 0.04% | 218 | -1,080 | -26.68% | Q4 2025 | Jan 21, 2026 |
| Stewardship Advisors, LLC | History | No change | 2,860 | 307 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 2,801 | 300 | 0.15% | 0.19% | 220 | -443 | -13.66% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,761 | 296 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 2,754 | 295 | 0.01% | 0.01% | 222 | +3 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 2,746 | 294 | 0.0% | 0.0% | 223 | +398 | 16.95% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,675 | 287 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,506 | 269 | 0.01% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atwater Malick LLC | History | New | 2,431 | 260 | 0.07% | — | 226 | +2,431 | New | Q4 2025 | Jan 23, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,354 | 252 | 0.06% | 0.06% | 227 | +94 | 4.16% | Q4 2025 | Jan 23, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,300 | 246 | 0.15% | 0.16% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | New | 2,210 | 237 | 0.13% | — | 229 | +2,210 | New | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 2,201 | 236 | 0.0% | — | 230 | +2,201 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,096 | 225 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 2,087 | 224 | 0.02% | 0.02% | 232 | +146 | 7.52% | Q4 2025 | Feb 17, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 2,073 | 222 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,022 | 217 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STAR Financial Bank | History | New | 2,000 | 214 | 0.11% | — | 235 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,000 | 214 | 0.0% | 0.0% | 236 | +1,640 | 455.56% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,914 | 205 | 0.0% | 0.0% | 237 | +7 | 0.37% | Q4 2025 | Jan 16, 2026 |
| Mendota Financial Group, LLC | History | No change | 1,904 | 204 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Continuum Advisory, LLC | History | New | 1,885 | 202 | 0.02% | — | 239 | +1,885 | New | Q4 2025 | Feb 11, 2026 |
| Diversified Enterprises, LLC | History | New | 1,885 | 202 | 0.01% | — | 240 | +1,885 | New | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,550 | 166 | 0.0% | — | 241 | +1,550 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 1,450 | 156 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,343 | 144 | 0.0% | — | 244 | +1,343 | New | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 1,347 | 144 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,329 | 142 | 0.0% | 0.0% | 245 | +864 | 185.81% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,294 | 138 | 0.0% | 0.0% | 246 | -137 | -9.57% | Q4 2025 | Feb 17, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,288 | 138 | 0.12% | 0.13% | 247 | -42 | -3.16% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,207 | 129 | 0.0% | 0.0% | 248 | +982 | 436.44% | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,199 | 128 | 0.02% | 0.02% | 249 | +1 | 0.08% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,173 | 125 | 0.0% | 0.0% | 250 | -18 | -1.51% | Q4 2025 | Jan 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 900 | 96 | 0.07% | 0.06% | 251 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 877 | 94 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 862 | 92 | 0.01% | 0.01% | 253 | -455 | -34.55% | Q4 2025 | Jan 26, 2026 |
| Aventura Private Wealth, LLC | History | No change | 786 | 84 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 730 | 78 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 711 | 76 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 625 | 67 | 0.0% | 0.0% | 257 | -150 | -19.35% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 626 | 67 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 598 | 64 | 0.0% | — | 259 | +598 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | Added to | 397 | 42 | 0.0% | 0.0% | 260 | +5 | 1.28% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 375 | 40 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 314 | 33 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 270 | 28 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Glassman Wealth Services | History | No change | 254 | 27 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 234 | 25 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | No change | 205 | 22 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 191 | 20 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 170 | 18 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 163 | 17 | 0.01% | — | 269 | +163 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 142 | 15 | 0.0% | 0.0% | 270 | -115 | -44.75% | Q4 2025 | Jan 26, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 130 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 106 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 110 | 11 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Heritage Wealth Advisors | History | Added to | 95 | 10 | 0.0% | 0.0% | 274 | +1 | 1.06% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 89 | 9 | 0.0% | 0.0% | 275 | -3 | -3.26% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 68 | 7 | 0.0% | 0.0% | 276 | +2 | 3.03% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 44 | 4 | 0.0% | 0.0% | 277 | -42 | -48.84% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 38 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caldwell Trust Co | History | No change | 40 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 29 | 3 | 0.0% | 0.0% | 280 | -63 | -68.48% | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 20 | 2 | 0.0% | — | 281 | +20 | New | Q4 2025 | Jan 30, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 15 | 1 | 0.0% | — | 284 | +15 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 17 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -54,703 | -100.0% | Q3 2025 | Oct 31, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,482 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.1% | — | -7,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,384 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,630 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,120 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,721 | -100.0% | Q3 2025 | Nov 04, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -2,060 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Pinion Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,955 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Oct 09, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Advisors, Ltd. LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -103 | -97.17% | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cape Investment Advisory, Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 17, 2026 |