iSHARES TRUST - HYDB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | History | No change | 5,057,726 | 239,483 | 32.18% | 32.65% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,208,246 | 151,910 | 0.01% | 0.01% | 2 | +46,501 | 1.47% | Q4 2025 | Feb 17, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 2,116,815 | 100,231 | 1.02% | 0.49% | 3 | +1,061,100 | 100.51% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,426,989 | 67,567 | 0.54% | 0.33% | 4 | +127,250 | 9.79% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,146,968 | 54,308 | 0.01% | 0.01% | 5 | +157,291 | 15.89% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,132,066 | 53,603 | 0.02% | 0.02% | 6 | -260,993 | -18.74% | Q4 2025 | Feb 10, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 566,969 | 26,845 | 3.46% | 3.49% | 7 | +27,665 | 5.13% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 557,021 | 26,369 | 0.01% | 0.01% | 8 | -370,748 | -39.96% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 537,537 | 25,452 | 0.62% | 0.13% | 9 | +432,835 | 413.4% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 436,471 | 20,666 | 0.0% | 0.0% | 10 | -19,173 | -4.21% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 414,853 | 19,643 | 2.73% | 2.61% | 11 | +43,929 | 11.84% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 352,931 | 16,813 | 2.62% | 2.66% | 12 | +3,767 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 344,845 | 16,328 | 0.03% | 0.03% | 13 | +54,126 | 18.62% | Q4 2025 | Feb 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 329,204 | 15,587 | 4.45% | 3.08% | 14 | +120,621 | 57.83% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 323,094 | 15,298 | 0.27% | 0.27% | 15 | +3,798 | 1.19% | Q4 2025 | Jan 22, 2026 |
| SOFI WEALTH, LLC | History | Added to | 322,409 | 15,266 | 0.76% | 0.77% | 16 | +22,529 | 7.51% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 301,802 | 14,290 | 0.02% | 0.02% | 17 | -40,502 | -11.83% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 294,840 | 13,960 | 1.34% | 1.34% | 18 | +16,189 | 5.81% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 276,113 | 13,073 | 2.96% | 3.3% | 19 | -1,040 | -0.38% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 253,017 | 11,980 | 0.0% | 0.0% | 20 | +2,570 | 1.03% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 250,274 | 11,852 | 0.02% | 0.02% | 21 | -2,575 | -1.02% | Q4 2025 | Feb 17, 2026 |
| TL Private Wealth | History | Added to | 219,835 | 10,464 | 4.03% | 4.05% | 22 | +6,356 | 2.98% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 218,282 | 10,335 | 0.33% | 0.32% | 23 | +72,969 | 50.22% | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 217,812 | 10,313 | 0.32% | 0.03% | 24 | +200,623 | 1167.16% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Reduced | 213,344 | 10,102 | 0.03% | 0.03% | 25 | -28,966 | -11.95% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 203,968 | 9,657 | 0.0% | 0.0% | 26 | -73,248 | -26.42% | Q4 2025 | Feb 11, 2026 |
| MA Private Wealth | History | Added to | 202,956 | 9,609 | 1.6% | 1.38% | 27 | +31,197 | 18.16% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 200,000 | 9,470 | 0.03% | 0.08% | 28 | -263,120 | -56.81% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 194,737 | 9,220 | 0.02% | 0.03% | 29 | -24,044 | -10.99% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 187,478 | 8,877 | 0.0% | 0.0% | 30 | +5,840 | 3.22% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 171,618 | 8,126 | 0.0% | 0.0% | 31 | +36,047 | 26.59% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 160,484 | 7,598 | 0.01% | 0.02% | 32 | -17,126 | -9.64% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 130,198 | 6,164 | 1.64% | — | 33 | +130,198 | New | Q4 2025 | Feb 12, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 127,035 | 6,015 | 2.21% | 2.43% | 34 | -32,951 | -20.6% | Q4 2025 | Feb 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 124,549 | 5,897 | 4.2% | 4.24% | 35 | +2,819 | 2.32% | Q4 2025 | Jan 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 121,945 | 5,778 | 0.08% | 0.01% | 36 | +101,999 | 511.38% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 112,981 | 5,349 | 0.04% | 0.06% | 37 | -3,738 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 109,549 | 5,187 | 0.02% | 0.01% | 38 | +52,296 | 91.34% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 103,512 | 4,901 | 0.23% | 0.58% | 39 | -121,733 | -54.04% | Q4 2025 | Jan 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 101,929 | 4,826 | 3.6% | 3.64% | 40 | +3,531 | 3.59% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 95,135 | 4,504 | 0.02% | 0.03% | 41 | -5,796 | -5.74% | Q4 2025 | Jan 29, 2026 |
| Provident Living Financial Services, Inc. | History | New | 90,742 | 4,296 | 4.22% | — | 42 | +90,742 | New | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 85,519 | 4,049 | 0.38% | 0.36% | 43 | +26,690 | 45.37% | Q4 2025 | Jan 22, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 79,628 | 3,770 | 0.49% | 0.49% | 44 | +4,464 | 5.94% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 76,863 | 3,639 | 0.01% | 0.02% | 45 | -139,592 | -64.49% | Q4 2025 | Jan 23, 2026 |
| Systelligence, LLC | History | Reduced | 75,428 | 3,571 | 0.68% | 1.08% | 46 | -43,520 | -36.59% | Q4 2025 | Jan 22, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 73,221 | 3,467 | 1.67% | 1.76% | 47 | +1,995 | 2.8% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 71,486 | 3,384 | 0.0% | 0.0% | 48 | -22,997 | -24.34% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 69,172 | 3,275 | 0.02% | 0.01% | 49 | +34,318 | 98.46% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 62,880 | 2,977 | 0.07% | 0.07% | 50 | +4,606 | 7.9% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 62,417 | 2,955 | 0.09% | 0.08% | 51 | +5,320 | 9.32% | Q4 2025 | Jan 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 60,248 | 2,852 | 0.03% | 0.03% | 52 | -2,438 | -3.89% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 59,059 | 2,796 | 0.03% | 0.03% | 53 | +3,430 | 6.17% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 58,293 | 2,760 | 0.04% | 0.04% | 54 | +464 | 0.8% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 55,889 | 2,646 | 1.8% | 2.0% | 55 | -41 | -0.07% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 55,787 | 2,641 | 0.02% | — | 56 | +55,787 | New | Q4 2025 | Feb 18, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 54,404 | 2,576 | 0.48% | 0.79% | 57 | -45,984 | -45.81% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,488 | 2,106 | 0.0% | 0.0% | 58 | +3,779 | 9.28% | Q4 2025 | Feb 12, 2026 |
| Advisory Resource Group | History | Added to | 42,410 | 2,008 | 0.35% | 0.34% | 59 | +2,351 | 5.87% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 42,025 | 1,989 | 0.56% | 0.51% | 60 | +4,671 | 12.5% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 41,839 | 1,981 | 0.2% | 0.18% | 61 | +6,971 | 19.99% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 37,589 | 1,780 | 0.02% | 0.02% | 62 | -25,131 | -40.07% | Q4 2025 | Jan 05, 2026 |
| Leo Wealth, LLC | History | New | 36,820 | 1,743 | 0.13% | — | 63 | +36,820 | New | Q4 2025 | Jan 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 36,543 | 1,737 | 0.15% | 0.15% | 64 | +1,713 | 4.92% | Q4 2025 | Jan 20, 2026 |
| Security Financial Services, INC. | History | Reduced | 35,221 | 1,667 | 0.26% | 0.33% | 65 | -7,473 | -17.5% | Q4 2025 | Jan 27, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 34,988 | 1,656 | 0.95% | 0.93% | 66 | +2,453 | 7.54% | Q4 2025 | Feb 13, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 34,831 | 1,649 | 1.07% | — | 67 | +34,831 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 34,292 | 1,623 | 1.48% | — | 68 | +34,292 | New | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 32,407 | 1,534 | 0.0% | 0.0% | 69 | +7 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 31,950 | 1,512 | 0.1% | 0.09% | 70 | +2,349 | 7.94% | Q4 2025 | Feb 10, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 31,399 | 1,487 | 0.39% | 0.39% | 71 | +2,108 | 7.2% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,006 | 1,468 | 0.0% | 0.0% | 72 | +5,971 | 23.85% | Q4 2025 | Mar 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,621 | 1,402 | 0.08% | 0.03% | 73 | +16,842 | 131.79% | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 29,522 | 1,397 | 0.08% | 0.08% | 74 | +1,564 | 5.59% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,045 | 1,375 | 0.0% | 0.01% | 75 | -50,215 | -63.35% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Added to | 26,395 | 1,249 | 0.35% | 0.34% | 76 | +2,353 | 9.79% | Q4 2025 | Feb 10, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 25,935 | 1,228 | 0.56% | 0.64% | 77 | -2,208 | -7.85% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,743 | 1,123 | 0.0% | — | 78 | +23,743 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,238 | 1,100 | 0.0% | 0.0% | 79 | +1,439 | 6.6% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 23,093 | 1,093 | 0.0% | — | 80 | +23,093 | New | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,968 | 1,087 | 0.03% | 0.18% | 81 | -125,562 | -84.54% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,060 | 1,044 | 0.0% | 0.0% | 82 | -86,255 | -79.63% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 20,899 | 989 | 0.19% | 0.18% | 83 | +2,455 | 13.31% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,814 | 985 | 0.02% | 0.02% | 84 | +791 | 3.95% | Q4 2025 | Feb 13, 2026 |
| DAHRING {-} CUSMANO LLC | History | Reduced | 20,635 | 977 | 0.68% | 1.12% | 85 | -11,790 | -36.36% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,777 | 936 | 0.01% | 0.02% | 86 | -30,114 | -60.36% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,816 | 891 | 0.0% | 0.0% | 87 | -16,349 | -46.49% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 18,805 | 890 | 0.05% | 0.06% | 88 | -154 | -0.81% | Q4 2025 | Feb 10, 2026 |
| Trek Financial, LLC | History | Added to | 18,081 | 856 | 0.05% | 0.05% | 89 | +172 | 0.96% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,991 | 804 | 0.01% | 0.01% | 90 | +3,668 | 27.53% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,939 | 802 | 0.02% | 0.34% | 91 | -202,911 | -92.3% | Q4 2025 | Feb 19, 2026 |
| Sonoma Allocations LLC | History | Reduced | 16,572 | 786 | 0.26% | 0.46% | 92 | -10,289 | -38.3% | Q4 2025 | Feb 23, 2026 |
| Apollon Financial, LLC | History | Added to | 16,032 | 759 | 0.11% | 0.12% | 93 | +1,342 | 9.14% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,900 | 752 | 0.0% | 0.0% | 94 | +9,322 | 141.71% | Q4 2025 | Feb 10, 2026 |
| Embree Financial Group | History | Added to | 15,830 | 749 | 0.09% | 0.06% | 95 | +6,706 | 73.5% | Q4 2025 | Jan 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,696 | 743 | 0.0% | 0.0% | 96 | -27,484 | -63.65% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,405 | 729 | 0.04% | 0.06% | 97 | -2,312 | -13.05% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,149 | 717 | 0.01% | 0.0% | 98 | +9,701 | 178.07% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,017 | 711 | 0.0% | 0.0% | 99 | -14,165 | -48.54% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 14,693 | 695 | 0.02% | 0.03% | 100 | -2,075 | -12.37% | Q4 2025 | Jan 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 14,665 | 694 | 0.15% | 0.15% | 101 | +461 | 3.25% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,292 | 676 | 0.01% | 0.01% | 102 | +225 | 1.6% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 14,134 | 673 | 0.0% | 0.0% | 103 | +257 | 1.85% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 13,993 | 662 | 0.07% | 0.06% | 104 | +2,058 | 17.24% | Q4 2025 | Feb 18, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 13,764 | 651 | 0.35% | 0.35% | 105 | +799 | 6.16% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 11,975 | 567 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,587 | 548 | 0.01% | 0.01% | 107 | +4,246 | 57.84% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Reduced | 11,281 | 534 | 0.07% | 0.08% | 108 | -21 | -0.19% | Q4 2025 | Jan 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10,807 | 511 | 0.07% | — | 109 | +10,807 | New | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | Added to | 10,660 | 504 | 0.03% | 0.03% | 110 | +965 | 9.95% | Q4 2025 | Jan 23, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 10,434 | 494 | 0.26% | 0.24% | 111 | +1,968 | 23.25% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,106 | 478 | 0.0% | 0.0% | 112 | -3,606 | -26.3% | Q4 2025 | Feb 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 10,014 | 474 | 0.14% | 0.43% | 113 | -18,324 | -64.66% | Q4 2025 | Jan 23, 2026 |
| 5T Wealth, LLC | History | Added to | 9,778 | 462 | 0.18% | 0.2% | 114 | +8 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 9,623 | 455 | 0.01% | 0.01% | 115 | -465 | -4.61% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,544 | 451 | 0.0% | 0.0% | 116 | -8,953 | -48.4% | Q4 2025 | Jan 30, 2026 |
| JPL Wealth Management, LLC | History | Added to | 8,860 | 419 | 0.1% | 0.09% | 117 | +665 | 8.11% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 8,443 | 399 | 0.0% | 0.0% | 118 | +1,699 | 25.19% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Added to | 8,400 | 397 | 0.01% | 0.0% | 119 | +7,850 | 1427.27% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 8,309 | 393 | 0.01% | 0.01% | 120 | +954 | 12.97% | Q4 2025 | Feb 04, 2026 |
| Founders Financial Alliance, LLC | History | New | 8,215 | 388 | 0.07% | — | 121 | +8,215 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,156 | 386 | 0.0% | 0.01% | 122 | -36,366 | -81.68% | Q4 2025 | Feb 18, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,053 | 383 | 0.01% | — | 123 | +8,053 | New | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,880 | 373 | 0.01% | 0.01% | 124 | -468 | -5.61% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 7,795 | 369 | 0.0% | 0.01% | 125 | -6,393 | -45.06% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,657 | 362 | 0.0% | 0.01% | 126 | -20,910 | -73.2% | Q4 2025 | Jan 26, 2026 |
| TBH Global Asset Management, LLC | History | No change | 7,652 | 362 | 0.06% | 0.07% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 7,573 | 358 | 0.02% | 0.03% | 129 | -2,088 | -21.61% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 7,578 | 358 | 0.08% | 0.08% | 128 | -100 | -1.3% | Q4 2025 | Jan 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,276 | 344 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,256 | 343 | 0.0% | 0.0% | 131 | -298 | -3.94% | Q4 2025 | Jan 21, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 7,095 | 335 | 0.24% | 0.24% | 132 | +211 | 3.07% | Q4 2025 | Feb 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 6,997 | 331 | 0.12% | 0.17% | 133 | -2,445 | -25.89% | Q4 2025 | Feb 10, 2026 |
| Oxinas Partners, LLC | History | Reduced | 6,907 | 327 | 0.16% | 0.21% | 134 | -1,471 | -17.56% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,727 | 318 | 0.01% | 0.01% | 135 | +153 | 2.33% | Q4 2025 | Jan 16, 2026 |
| CHOREO, LLC | History | Added to | 6,595 | 312 | 0.0% | 0.0% | 136 | +335 | 5.35% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Reduced | 6,040 | 285 | 0.0% | 0.01% | 137 | -5,918 | -49.49% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,989 | 283 | 0.04% | 0.05% | 138 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 5,911 | 279 | 0.02% | 0.02% | 139 | +211 | 3.7% | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 5,798 | 275 | 0.03% | 0.03% | 140 | -202 | -3.37% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 5,712 | 270 | 0.0% | 0.0% | 141 | -3,131 | -35.41% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,665 | 268 | 0.01% | — | 142 | +5,665 | New | Q4 2025 | Jan 21, 2026 |
| Kelly Financial Services LLC | History | Reduced | 5,508 | 260 | 0.07% | 0.2% | 143 | -10,591 | -65.79% | Q4 2025 | Jan 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 5,456 | 258 | 0.26% | — | 144 | +5,456 | New | Q4 2025 | Feb 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,351 | 253 | 0.03% | 0.04% | 145 | -103 | -1.89% | Q4 2025 | Feb 04, 2026 |
| Two West Capital Advisors LLC | History | Added to | 5,325 | 252 | 0.15% | 0.14% | 146 | +403 | 8.19% | Q4 2025 | Jan 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 5,281 | 250 | 0.07% | 0.07% | 147 | +109 | 2.11% | Q4 2025 | Jan 26, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 4,990 | 236 | 0.23% | — | 148 | +4,990 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,975 | 235 | 0.0% | 0.01% | 149 | -1,303 | -20.76% | Q4 2025 | Feb 06, 2026 |
| KLCM Advisors, Inc. | History | New | 4,875 | 230 | 0.02% | — | 150 | +4,875 | New | Q4 2025 | Feb 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,751 | 224 | 0.0% | 0.0% | 151 | +172 | 3.76% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 4,698 | 222 | 0.12% | 0.03% | 152 | +2,902 | 161.58% | Q4 2025 | Feb 18, 2026 |
| Ascent Group, LLC | History | Reduced | 4,653 | 220 | 0.01% | 0.04% | 153 | -19,608 | -80.82% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | New | 4,577 | 216 | 0.0% | — | 154 | +4,577 | New | Q4 2025 | Mar 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,506 | 213 | 0.0% | — | 155 | +4,506 | New | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,360 | 206 | 0.01% | — | 156 | +4,360 | New | Q4 2025 | Jan 29, 2026 |
| BOS Asset Management, LLC | History | Reduced | 4,317 | 204 | 0.05% | 0.06% | 157 | -48 | -1.1% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,285 | 202 | 0.0% | 0.0% | 158 | -23,174 | -84.39% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,949 | 186 | 0.01% | 0.02% | 159 | -1,100 | -21.79% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 3,519 | 166 | 0.0% | 0.0% | 160 | -800 | -18.52% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,636 | 124 | 0.0% | 0.0% | 161 | -30 | -1.13% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 2,272 | 107 | 0.06% | 0.07% | 162 | -321 | -12.38% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 2,228 | 105 | 0.0% | 0.0% | 163 | +35 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 2,062 | 97 | 0.0% | — | 164 | +2,062 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 1,885 | 89 | 0.04% | 0.09% | 165 | -2,031 | -51.86% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,655 | 78 | 0.0% | 0.0% | 166 | +45 | 2.8% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 1,175 | 55 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,131 | 53 | 0.02% | — | 169 | +1,131 | New | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,134 | 53 | 0.0% | 0.0% | 168 | -21 | -1.82% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,091 | 51 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,046 | 49 | 0.01% | 0.01% | 171 | -298 | -22.17% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,030 | 48 | 0.0% | 0.0% | 172 | -1,308 | -55.95% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,000 | 47 | 0.0% | 0.0% | 173 | -176 | -14.97% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,248 | 42 | 0.0% | 0.03% | 174 | +3,623 | 11.83% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 882 | 41 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 750 | 35 | 0.03% | 0.04% | 176 | -259 | -25.67% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 684 | 32 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 628 | 29 | 0.0% | 0.0% | 178 | +37 | 6.26% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 593 | 28 | 0.0% | 0.0% | 179 | +12 | 2.07% | Q4 2025 | Feb 20, 2026 |
| TSFG, LLC | History | Reduced | 546 | 26 | 0.0% | 0.01% | 180 | -601 | -52.4% | Q4 2025 | Feb 04, 2026 |
| Imprint Wealth LLC | History | Added to | 535 | 25 | 0.12% | 0.08% | 181 | +29 | 5.73% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 500 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wells Financial Advisors INC | History | Added to | 380 | 17 | 0.03% | 0.02% | 183 | +60 | 18.75% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 306 | 14 | 0.0% | — | 185 | +306 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 254 | 12 | 0.0% | 0.0% | 186 | -264 | -50.97% | Q4 2025 | Jan 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 217 | 10 | 0.0% | 0.03% | 187 | -4,499 | -95.4% | Q4 2025 | Feb 03, 2026 |
| Colonial Trust Co / SC | History | No change | 196 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 190 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 153 | 7 | 0.0% | — | 192 | +153 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | New | 150 | 7 | 0.0% | — | 190 | +150 | New | Q4 2025 | Feb 18, 2026 |
| Park Square Financial Group, LLC | History | Added to | 166 | 7 | 0.04% | 0.03% | 191 | +5 | 3.11% | Q4 2025 | Feb 05, 2026 |
| Milestone Investment Advisors LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 115 | 5 | 0.0% | 0.0% | 194 | +2 | 1.77% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | No change | 92 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 84 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 198 | -129 | -71.27% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 60 | 2 | 0.0% | — | 202 | +60 | New | Q4 2025 | Feb 18, 2026 |
| OPTIMA CAPITAL LLC | History | New | 53 | 2 | 0.0% | — | 201 | +53 | New | Q4 2025 | Jan 23, 2026 |
| Collier Financial | History | No change | 53 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21 | 1 | 0.0% | 0.0% | 203 | -207 | -90.79% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 205 | -47 | -55.95% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 24 | 1 | 0.0% | — | 204 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 2.72% | — | -481,910 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -427,800 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -262,857 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,637 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,684 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -18,430 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,611 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,535 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,228 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,603 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,621 | -100.0% | Q3 2025 | Nov 04, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,045 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,299 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,881 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,442 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,383 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,321 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,141 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,859 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,810 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,497 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,231 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,035 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,380 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10 | 0 | — | 0.01% | — | -1,777 | -99.44% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -897 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -788 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -493 | -100.0% | Q3 2025 | Dec 29, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -486 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Eukles Asset Management | History | Closed out | 0 | 0 | — | 0.01% | — | -477 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -203 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -171 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 27, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Root Financial Partners, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -22 | -68.75% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Operose Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| ALERUS FINANCIAL NA | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 20 | 0 | — | — | — | +1 | 5.26% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |