iSHARES TRUST - IAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,178,736 | 211,430 | 1.83% | 1.02% | 1 | +538,736 | 84.18% | Q4 2025 | Feb 03, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 635,487 | 113,987 | 0.04% | 0.04% | 2 | -22,030 | -3.35% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 446,882 | 80,157 | 0.02% | 0.02% | 3 | +17,702 | 4.12% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 406,797 | 72,967 | 0.0% | 0.0% | 4 | -12,581 | -3.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 275,560 | 49,427 | 0.01% | 0.01% | 5 | +62,297 | 29.21% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 237,569 | 42,612 | 0.1% | 0.1% | 6 | +31,052 | 15.04% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 177,013 | 31,750 | 0.0% | 0.0% | 7 | -151,546 | -46.12% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 163,203 | 29,273 | 0.65% | — | 8 | +163,203 | New | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 131,654 | 23,614 | 0.01% | 0.0% | 9 | +8,985 | 7.32% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 124,900 | 22,403 | 0.03% | 0.07% | 10 | -124,200 | -49.86% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,824 | 20,418 | 0.03% | 0.03% | 11 | +6,670 | 6.22% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,050 | 18,846 | 0.02% | 0.02% | 12 | -268 | -0.25% | Q4 2025 | Feb 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 98,767 | 17,715 | 3.57% | 3.5% | 13 | +1,361 | 1.4% | Q4 2025 | Jan 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 91,163 | 16,352 | 0.0% | — | 14 | +91,163 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 88,019 | 15,787 | 0.0% | 0.0% | 15 | -30,325 | -25.62% | Q4 2025 | Jan 29, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 79,003 | 14,170 | 5.69% | 6.02% | 16 | +909 | 1.16% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 76,624 | 13,744 | 0.19% | 0.22% | 17 | -8,503 | -9.99% | Q4 2025 | Feb 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 64,937 | 11,647 | 2.11% | 2.25% | 18 | -203 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,331 | 11,180 | 0.18% | 0.18% | 19 | +2,573 | 4.31% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,666 | 10,881 | 0.01% | 0.01% | 20 | +1,538 | 2.6% | Q4 2025 | Feb 06, 2026 |
| Prostatis Group LLC | History | Added to | 59,613 | 10,692 | 2.55% | 1.74% | 21 | +20,379 | 51.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 59,410 | 10,656 | 0.0% | 0.01% | 22 | -30,212 | -33.71% | Q4 2025 | Feb 18, 2026 |
| Well Done, LLC | History | Added to | 46,870 | 8,407 | 1.26% | 1.27% | 23 | +4,764 | 11.31% | Q4 2025 | Jan 13, 2026 |
| Jump Financial, LLC | History | New | 44,840 | 8,042 | 0.1% | — | 24 | +44,840 | New | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 39,371 | 7,061 | 4.53% | 4.49% | 25 | -449 | -1.13% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 34,907 | 6,261 | 1.61% | 1.53% | 26 | +2,120 | 6.47% | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | Added to | 34,895 | 6,259 | 0.14% | 0.15% | 27 | +1,398 | 4.17% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,173 | 6,129 | 0.03% | 0.03% | 28 | +967 | 2.91% | Q4 2025 | Feb 12, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 31,260 | 5,607 | 0.6% | 0.63% | 29 | -135 | -0.43% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,206 | 5,059 | 0.3% | 0.32% | 30 | +1,257 | 4.66% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 25,223 | 4,524 | 0.01% | 0.02% | 31 | -3,643 | -12.62% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 25,175 | 4,516 | 0.01% | 0.01% | 32 | +2,321 | 10.16% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,082 | 4,498 | 0.01% | 0.01% | 33 | +2,396 | 10.56% | Q4 2025 | Feb 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 23,982 | 4,301 | 2.51% | 2.69% | 34 | -1,336 | -5.28% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 21,114 | 3,787 | 0.03% | 0.03% | 35 | -2,216 | -9.5% | Q4 2025 | Feb 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 20,098 | 3,604 | 2.57% | 2.5% | 36 | +701 | 3.61% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 19,387 | 3,477 | 0.0% | 0.01% | 37 | -9,327 | -32.48% | Q4 2025 | Feb 17, 2026 |
| Tudor Financial Inc. | History | Added to | 19,012 | 3,410 | 1.75% | 1.77% | 38 | +168 | 0.89% | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 18,737 | 3,360 | 1.18% | 1.35% | 39 | +39 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 16,500 | 2,959 | 0.41% | — | 40 | +16,500 | New | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 16,456 | 2,951 | 0.0% | 0.0% | 41 | +2,650 | 19.19% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,260 | 2,916 | 0.0% | 0.0% | 42 | +44 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,258 | 2,916 | 0.18% | 0.18% | 43 | -8 | -0.05% | Q4 2025 | Feb 13, 2026 |
| ARS Investment Partners, LLC | History | Added to | 15,882 | 2,848 | 0.17% | 0.18% | 44 | +58 | 0.37% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,600 | 2,798 | 0.0% | 0.0% | 45 | -35,893 | -69.7% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 15,229 | 2,731 | 0.06% | 0.06% | 46 | +98 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | Added to | 15,093 | 2,707 | 0.52% | 0.52% | 47 | +40 | 0.27% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 15,058 | 2,700 | 0.11% | 0.1% | 48 | -1,342 | -8.18% | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 14,613 | 2,621 | 0.97% | 0.94% | 49 | -9 | -0.06% | Q4 2025 | Jan 21, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 12,812 | 2,298 | 0.65% | 0.58% | 50 | +1,495 | 13.21% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,517 | 2,245 | 0.0% | 0.0% | 51 | +1,753 | 16.29% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,795 | 2,115 | 0.0% | 0.0% | 52 | -46 | -0.39% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,683 | 2,095 | 0.04% | 0.04% | 53 | -42 | -0.36% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,221 | 2,012 | 0.0% | 0.0% | 54 | +4,821 | 75.33% | Q4 2025 | Feb 17, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 9,954 | 1,785 | 0.61% | 0.62% | 55 | -560 | -5.33% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 9,215 | 1,653 | 0.0% | 0.0% | 56 | +764 | 9.04% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 8,973 | 1,609 | 0.01% | 0.01% | 57 | +91 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 8,934 | 1,602 | 0.64% | 0.71% | 58 | -297 | -3.22% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,734 | 1,566 | 0.06% | 0.05% | 59 | +1,428 | 19.55% | Q4 2025 | Jan 27, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 8,650 | 1,551 | 0.84% | 0.89% | 60 | +9 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Wagner Wealth Management, Corp | History | New | 8,596 | 1,541 | 1.52% | — | 61 | +8,596 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,865 | 1,411 | 0.01% | — | 62 | +7,865 | New | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Added to | 7,700 | 1,381 | 0.06% | 0.06% | 63 | +420 | 5.77% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,494 | 1,344 | 0.0% | 0.0% | 64 | +74 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,478 | 1,341 | 0.0% | 0.01% | 65 | -7,248 | -49.22% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,410 | 1,329 | 0.02% | 0.01% | 66 | +1,541 | 26.26% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Added to | 7,458 | 1,328 | 0.0% | 0.0% | 67 | +210 | 2.9% | Q4 2025 | Feb 10, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,525 | 1,170 | 0.12% | 0.13% | 68 | -417 | -6.01% | Q4 2025 | Jan 26, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 6,407 | 1,149 | 0.11% | 0.09% | 69 | +1,178 | 22.53% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,283 | 1,126 | 0.07% | 0.07% | 70 | +124 | 2.01% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,189 | 1,110 | 0.04% | 0.04% | 71 | +1,011 | 19.52% | Q4 2025 | Feb 09, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 6,139 | 1,101 | 0.25% | 0.27% | 72 | -49 | -0.79% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 6,075 | 1,089 | 0.0% | — | 73 | +6,075 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 5,697 | 1,021 | 0.01% | 0.01% | 74 | -1,291 | -18.47% | Q4 2025 | Feb 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,327 | 985 | 0.2% | 0.22% | 75 | -311 | -5.52% | Q4 2025 | Feb 03, 2026 |
| Hudson Value Partners, LLC | History | Added to | 5,416 | 971 | 0.29% | 0.29% | 76 | +67 | 1.25% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,263 | 944 | 0.0% | 0.0% | 77 | +324 | 6.56% | Q4 2025 | Feb 18, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 5,181 | 929 | 0.68% | 0.53% | 78 | +1,153 | 28.62% | Q4 2025 | Feb 06, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,071 | 909 | 0.32% | 0.32% | 79 | +19 | 0.38% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Reduced | 4,837 | 867 | 0.0% | 0.0% | 80 | -1,540 | -24.15% | Q4 2025 | Jan 23, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 4,760 | 853 | 0.05% | 0.1% | 81 | -702 | -12.85% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 4,657 | 835 | 0.46% | — | 82 | +4,657 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,638 | 831 | 0.0% | 0.0% | 83 | -118 | -2.48% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,531 | 812 | 0.01% | 0.01% | 84 | +141 | 3.21% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,498 | 806 | 0.0% | 0.0% | 85 | +1,264 | 39.08% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 4,327 | 776 | 0.0% | 0.0% | 86 | +700 | 19.3% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,903 | 700 | 0.0% | 0.0% | 87 | -1,531 | -28.17% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,863 | 692 | 0.0% | — | 88 | +3,863 | New | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,788 | 679 | 0.05% | 0.02% | 89 | +2,565 | 209.73% | Q4 2025 | Jan 13, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 3,741 | 670 | 0.31% | 0.3% | 90 | +135 | 3.74% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,431 | 615 | 0.0% | 0.0% | 91 | +8 | 0.23% | Q4 2025 | Feb 13, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 3,194 | 572 | 0.27% | 0.33% | 92 | -114 | -3.45% | Q4 2025 | Feb 12, 2026 |
| Janney Capital Management LLC | History | Reduced | 3,096 | 555 | 0.03% | 0.03% | 93 | -53 | -1.68% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 3,063 | 549 | 0.0% | — | 94 | +3,063 | New | Q4 2025 | Feb 12, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,000 | 538 | 0.13% | 0.12% | 95 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Maxele Advisors, LLC | History | Added to | 2,956 | 530 | 0.43% | 0.45% | 96 | +30 | 1.03% | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,782 | 517 | 0.05% | 0.05% | 97 | +232 | 9.1% | Q4 2025 | Jan 12, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,883 | 517 | 0.09% | 0.08% | 98 | -112 | -3.74% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,806 | 503 | 0.01% | 0.01% | 99 | +786 | 38.91% | Q4 2025 | Jan 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 2,497 | 447 | 0.29% | — | 100 | +2,497 | New | Q4 2025 | Apr 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,486 | 445 | 0.0% | 0.0% | 101 | +492 | 24.67% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | No change | 2,443 | 438 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 2,306 | 413 | 0.02% | — | 103 | +2,306 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,229 | 399 | 0.0% | 0.0% | 104 | -1,400 | -38.58% | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 2,200 | 394 | 0.17% | 0.33% | 105 | -300 | -12.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,125 | 381 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 2,040 | 365 | 0.1% | — | 107 | +2,040 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,940 | 348 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,901 | 340 | 0.01% | — | 109 | +1,901 | New | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,885 | 338 | 0.02% | 0.02% | 110 | +50 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 1,841 | 330 | 0.14% | 0.15% | 111 | -56 | -2.95% | Q4 2025 | Feb 06, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | New | 1,817 | 325 | 0.26% | — | 112 | +1,817 | New | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | No change | 1,645 | 295 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESPAC Advisors, LLC | History | No change | 1,630 | 292 | 0.16% | 0.17% | 114 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,598 | 286 | 0.0% | — | 115 | +1,598 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,551 | 278 | 0.0% | 0.0% | 116 | +1,462 | 1642.7% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,503 | 269 | 0.01% | 0.02% | 117 | -270 | -15.23% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Added to | 1,447 | 258 | 0.07% | 0.07% | 118 | +3 | 0.21% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,389 | 249 | 0.0% | 0.0% | 119 | +536 | 62.84% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,369 | 245 | 0.01% | 0.01% | 120 | -95 | -6.49% | Q4 2025 | Jan 21, 2026 |
| Fortis Capital Advisors, LLC | History | New | 1,348 | 241 | 0.04% | — | 121 | +1,348 | New | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,336 | 239 | 0.0% | 0.0% | 122 | +96 | 7.74% | Q4 2025 | Feb 18, 2026 |
| XTX Topco Ltd | History | New | 1,246 | 223 | 0.01% | — | 123 | +1,246 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,235 | 221 | 0.0% | 0.0% | 124 | +3 | 0.24% | Q4 2025 | Feb 19, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,227 | 220 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | New | 1,225 | 219 | 0.06% | — | 126 | +1,225 | New | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,200 | 215 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,189 | 213 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,166 | 209 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Reduced | 1,153 | 207 | 0.01% | 0.01% | 130 | -57 | -4.71% | Q4 2025 | Feb 02, 2026 |
| KKM Financial LLC | History | New | 1,153 | 206 | 0.04% | — | 131 | +1,153 | New | Q4 2025 | Feb 18, 2026 |
| WESBANCO BANK INC | History | No change | 1,132 | 203 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,085 | 194 | 0.0% | 0.0% | 133 | -42 | -3.73% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 891 | 159 | 0.0% | 0.0% | 134 | -11 | -1.22% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 880 | 157 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 793 | 142 | 0.0% | 0.0% | 136 | +23 | 2.99% | Q4 2025 | Mar 16, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 759 | 136 | 0.0% | — | 137 | +759 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 723 | 129 | 0.01% | — | 138 | +723 | New | Q4 2025 | Jan 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 603 | 108 | 0.03% | 0.02% | 139 | +111 | 22.56% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 557 | 99 | 0.0% | 0.0% | 140 | -70 | -11.16% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 500 | 89 | 0.0% | 0.0% | 141 | -156 | -23.78% | Q4 2025 | Feb 13, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 493 | 88 | 0.0% | 0.0% | 142 | -12 | -2.38% | Q4 2025 | Jan 27, 2026 |
| Balentine LLC | History | No change | 443 | 79 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | No change | 414 | 74 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 362 | 64 | 0.01% | 0.01% | 145 | -7 | -1.9% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 359 | 64 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 331 | 59 | 0.0% | 0.0% | 147 | +16 | 5.08% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 288 | 51 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 274 | 49 | 0.0% | 0.0% | 149 | -10 | -3.52% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 269 | 48 | 0.02% | — | 150 | +269 | New | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | No change | 272 | 48 | 0.01% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | New | 258 | 46 | 0.0% | — | 152 | +258 | New | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 235 | 42 | 0.01% | 0.01% | 153 | +1 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | New | 203 | 36 | 0.0% | — | 154 | +203 | New | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 200 | 35 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 201 | 35 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | No change | 187 | 33 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 181 | 32 | 0.0% | 0.0% | 158 | -8 | -4.23% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 162 | 29 | 0.0% | — | 159 | +162 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 146 | 26 | 0.0% | 0.0% | 160 | +33 | 29.2% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 141 | 25 | 0.0% | 0.0% | 161 | -14 | -9.03% | Q4 2025 | Jan 26, 2026 |
| Wagner Wealth Management, LLC | History | No change | 141 | 25 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 127 | 23 | 0.01% | 0.01% | 163 | +1 | 0.79% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 117 | 20 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | New | 100 | 17 | 0.0% | — | 165 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 100 | 17 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 100 | 17 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 81 | 14 | 0.0% | 0.0% | 170 | +36 | 80.0% | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 81 | 14 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cornerstone Planning Group LLC | History | No change | 76 | 14 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 74 | 13 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 77 | 13 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 60 | 10 | 0.0% | — | 173 | +60 | New | Q4 2025 | Feb 03, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 50 | 8 | 0.0% | — | 175 | +50 | New | Q4 2025 | Jan 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 48 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 41 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| COMERICA BANK | History | No change | 35 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 32 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 30 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 18 | 3 | 0.0% | — | 184 | +18 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 17 | 3 | 0.0% | 0.0% | 182 | -10 | -37.04% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Millstone Evans Group, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Family Manage LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Darwin Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -56,881 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -27,724 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,554 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,520 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -5,308 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,823 | -100.0% | Q3 2025 | Oct 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,392 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,750 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,742 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,554 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,405 | -100.0% | Q3 2025 | Oct 16, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,333 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -160 | -100.0% | Q3 2025 | Jan 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 16, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |