iSHARES TRUST - IAK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 213,025 | 29,003 | 0.0% | 0.0% | 1 | -90,112 | -29.73% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 143,321 | 19,513 | 0.0% | 0.0% | 2 | -8,928 | -5.86% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 89,700 | 12,212 | 0.02% | 0.02% | 3 | +4,100 | 4.79% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 86,862 | 11,826 | 0.0% | 0.0% | 4 | -3,390 | -3.76% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 75,687 | 10,304 | 0.0% | — | 5 | +75,687 | New | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 72,781 | 9,909 | 4.81% | 4.81% | 6 | +1,553 | 2.18% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 68,066 | 9,267 | 0.0% | 0.0% | 7 | -1,769 | -2.53% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 60,302 | 8,210 | 0.0% | 0.0% | 8 | -8,035 | -11.76% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Planning LLC | History | Added to | 56,250 | 7,658 | 2.32% | 2.23% | 9 | +1,737 | 3.19% | Q4 2025 | Jan 22, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 54,560 | 7,428 | 4.5% | 4.28% | 10 | +2,524 | 4.85% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | Added to | 52,458 | 7,142 | 1.07% | 1.03% | 11 | +7,181 | 15.86% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 50,194 | 6,833 | 0.03% | 0.03% | 12 | +546 | 1.1% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 46,666 | 6,353 | 0.01% | 0.02% | 13 | -102,165 | -68.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 42,475 | 5,783 | 0.0% | 0.0% | 14 | -57,637 | -57.57% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,551 | 5,112 | 0.0% | 0.0% | 15 | +13,760 | 57.84% | Q4 2025 | Feb 17, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 35,208 | 4,793 | 0.34% | 0.35% | 16 | -400 | -1.12% | Q4 2025 | Jan 29, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 33,969 | 4,624 | 0.88% | 0.87% | 17 | +1,173 | 3.58% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Added to | 32,486 | 4,423 | 0.08% | 0.09% | 18 | +1,721 | 5.59% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,446 | 4,418 | 0.01% | 0.01% | 19 | +48 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 31,427 | 4,278 | 0.06% | 0.23% | 20 | -84,786 | -72.96% | Q4 2025 | Feb 17, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 27,912 | 3,800 | 0.65% | 0.64% | 21 | +898 | 3.32% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 26,370 | 3,590 | 1.06% | 1.1% | 22 | +44 | 0.17% | Q4 2025 | Jan 21, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 26,117 | 3,555 | 2.53% | 2.51% | 23 | +378 | 1.47% | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,665 | 2,949 | 0.0% | 0.0% | 24 | -23,667 | -52.21% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,538 | 2,796 | 0.0% | 0.02% | 25 | -92,925 | -81.9% | Q4 2025 | Feb 17, 2026 |
| SP Asset Management LLC | History | Reduced | 19,084 | 2,598 | 0.21% | 0.21% | 26 | -451 | -2.31% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,066 | 2,187 | 0.0% | — | 27 | +16,066 | New | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 15,862 | 2,159 | 0.78% | 0.85% | 28 | -978 | -5.81% | Q4 2025 | Feb 05, 2026 |
| Hills Bank & Trust Co | History | Added to | 15,392 | 2,095 | 0.12% | 0.11% | 29 | +1,762 | 12.93% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Added to | 14,927 | 2,032 | 0.1% | 0.07% | 30 | +1,522 | 11.35% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,733 | 2,006 | 0.01% | 0.01% | 31 | -17,897 | -54.85% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 13,478 | 1,835 | 0.04% | 0.01% | 32 | +10,320 | 326.79% | Q4 2025 | Feb 05, 2026 |
| Concentric Capital Strategies, LP | History | New | 13,423 | 1,827 | 0.09% | — | 33 | +13,423 | New | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,822 | 1,609 | 0.36% | 0.4% | 34 | -236 | -1.96% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 11,140 | 1,516 | 0.0% | 0.0% | 35 | -75 | -0.67% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 10,359 | 1,410 | 0.0% | 0.0% | 36 | +824 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 10,271 | 1,398 | 0.0% | 0.0% | 37 | +132 | 1.3% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,053 | 1,368 | 0.0% | 0.0% | 38 | -7 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,082 | 1,236 | 0.01% | 0.01% | 39 | -1,249 | -12.09% | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 8,875 | 1,208 | 0.8% | 0.75% | 40 | +552 | 6.63% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,844 | 1,204 | 0.01% | 0.02% | 41 | -267 | -2.93% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,180 | 1,113 | 0.0% | 0.0% | 42 | +499 | 6.5% | Q4 2025 | Feb 17, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 8,034 | 1,093 | 0.44% | 0.63% | 43 | -2,728 | -25.35% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,289 | 992 | 0.02% | 0.01% | 44 | +3,378 | 86.37% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 7,200 | 980 | 0.01% | 0.01% | 45 | +28 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,901 | 939 | 0.01% | 0.49% | 46 | -237,274 | -97.17% | Q4 2025 | Feb 02, 2026 |
| Northstar Financial Companies, Inc. | History | New | 6,893 | 938 | 0.75% | — | 47 | +6,893 | New | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 6,809 | 927 | 0.0% | — | 48 | +6,809 | New | Q4 2025 | Feb 05, 2026 |
| M3 Wealth Management, LLC | History | New | 6,798 | 925 | 0.74% | — | 50 | +6,798 | New | Q4 2025 | Feb 09, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 6,796 | 925 | 0.1% | 0.1% | 49 | -247 | -3.51% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,201 | 844 | 0.03% | 0.03% | 51 | +385 | 6.62% | Q4 2025 | Jan 27, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,449 | 741 | 0.27% | 0.29% | 52 | -626 | -10.3% | Q4 2025 | Jan 21, 2026 |
| SFMG, LLC | History | Reduced | 5,309 | 722 | 0.05% | 0.05% | 53 | -86 | -1.59% | Q4 2025 | Feb 10, 2026 |
| Tepp RIA, LLC | History | Reduced | 4,596 | 625 | 0.62% | 0.94% | 54 | -1,613 | -25.98% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,551 | 619 | 0.03% | 0.03% | 55 | -1,045 | -18.67% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,303 | 585 | 0.23% | 0.23% | 56 | +19 | 0.44% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | No change | 4,227 | 575 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WT Wealth Management | History | Added to | 4,210 | 573 | 0.16% | 0.15% | 58 | +232 | 5.83% | Q4 2025 | Feb 02, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,500 | 476 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,410 | 464 | 0.01% | 0.01% | 60 | +14 | 0.41% | Q4 2025 | Feb 05, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 3,300 | 449 | 0.16% | 0.17% | 61 | -200 | -5.71% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,241 | 441 | 0.01% | — | 62 | +3,241 | New | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,222 | 438 | 0.28% | 0.21% | 63 | +745 | 30.08% | Q4 2025 | Feb 10, 2026 |
| KKM Financial LLC | History | Reduced | 3,212 | 437 | 0.08% | 0.29% | 64 | -3,646 | -53.16% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,002 | 408 | 0.01% | 0.0% | 65 | +2,336 | 350.75% | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | Reduced | 2,930 | 399 | 0.03% | 0.05% | 66 | -290 | -9.01% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,871 | 390 | 0.0% | 0.02% | 67 | -90,509 | -96.93% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,869 | 390 | 0.01% | 0.18% | 68 | -75,794 | -96.35% | Q4 2025 | Feb 09, 2026 |
| BIP Wealth, LLC | History | New | 2,820 | 384 | 0.01% | — | 69 | +2,820 | New | Q4 2025 | Jan 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 2,794 | 380 | 0.03% | — | 70 | +2,794 | New | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | No change | 2,784 | 379 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 2,625 | 357 | 0.01% | 0.01% | 72 | -92 | -3.39% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,613 | 355 | 0.0% | 0.0% | 73 | +2,175 | 496.58% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,577 | 350 | 0.0% | 0.0% | 74 | +618 | 31.55% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,534 | 345 | 0.0% | 0.0% | 75 | +103 | 4.24% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Reduced | 2,453 | 333 | 0.09% | 0.1% | 76 | -72 | -2.85% | Q4 2025 | Feb 13, 2026 |
| ProCore Advisors, LLC | History | New | 2,346 | 319 | 0.33% | — | 78 | +2,346 | New | Q4 2025 | Jan 21, 2026 |
| Glenview Trust Co | History | No change | 2,350 | 319 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,340 | 318 | 0.0% | 0.0% | 79 | -493 | -17.4% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,329 | 317 | 0.0% | 0.0% | 80 | -1,742 | -42.79% | Q4 2025 | Mar 16, 2026 |
| Summit Financial, LLC | History | Reduced | 2,315 | 315 | 0.0% | 0.0% | 81 | -32 | -1.36% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,300 | 313 | 0.0% | 0.0% | 82 | -9,644 | -80.74% | Q4 2025 | Feb 17, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 2,269 | 308 | 0.27% | — | 83 | +2,269 | New | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,248 | 306 | 0.0% | 0.08% | 84 | -233,592 | -99.05% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,243 | 305 | 0.01% | 0.01% | 85 | +15 | 0.67% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 2,109 | 287 | 0.0% | 0.0% | 86 | -1,174 | -35.76% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,060 | 280 | 0.05% | 0.05% | 87 | +3 | 0.15% | Q4 2025 | Jan 30, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,055 | 279 | 0.02% | 0.06% | 88 | -4,281 | -67.57% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 2,038 | 277 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,000 | 272 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,938 | 263 | 0.0% | 0.01% | 91 | -1,000 | -34.04% | Q4 2025 | Jan 16, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,934 | 263 | 0.18% | 0.19% | 92 | -83 | -4.12% | Q4 2025 | Jan 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,919 | 261 | 0.0% | — | 93 | +1,919 | New | Q4 2025 | Feb 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 1,905 | 259 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SG Americas Securities, LLC | History | No change | 1,881 | 256 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,833 | 249 | 0.0% | 0.0% | 96 | -2,821 | -60.61% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | No change | 1,762 | 239 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 1,692 | 230 | 0.02% | 0.03% | 98 | -767 | -31.19% | Q4 2025 | Jan 21, 2026 |
| Councilmark Asset Management, LLC | History | No change | 1,625 | 221 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,585 | 215 | 0.0% | 0.0% | 100 | -23 | -1.43% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,556 | 211 | 0.0% | 0.0% | 101 | -177 | -10.21% | Q4 2025 | Feb 02, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 1,539 | 209 | 0.04% | 1.87% | 102 | -70,020 | -97.85% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 1,528 | 208 | 0.0% | — | 103 | +1,528 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,508 | 205 | 0.0% | 0.0% | 104 | -4,269 | -73.9% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | New | 1,504 | 204 | 0.01% | — | 105 | +1,504 | New | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,255 | 170 | 0.0% | — | 106 | +1,255 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,200 | 163 | 0.0% | — | 107 | +1,200 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,142 | 155 | 0.01% | 0.0% | 108 | +540 | 89.7% | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | Reduced | 1,009 | 137 | 0.1% | 0.11% | 109 | -132 | -11.57% | Q4 2025 | Feb 06, 2026 |
| Bulwark Capital Corp | History | Reduced | 923 | 125 | 0.09% | 0.22% | 110 | -1,174 | -55.98% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 917 | 124 | 0.0% | 0.0% | 111 | -3,611 | -79.75% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | No change | 889 | 121 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 864 | 117 | 0.0% | 0.0% | 113 | +2 | 0.23% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 785 | 106 | 0.01% | 0.01% | 114 | -180 | -18.65% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 737 | 100 | 0.09% | 0.09% | 115 | +3 | 0.41% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 682 | 92 | 0.0% | 0.0% | 116 | +2 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 630 | 85 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Osbon Capital Management LLC | History | New | 450 | 61 | 0.06% | — | 118 | +450 | New | Q4 2025 | Mar 16, 2026 |
| Realta Investment Advisors | History | Reduced | 440 | 59 | 0.02% | 0.04% | 119 | -375 | -46.01% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 416 | 56 | 0.0% | 0.0% | 120 | -65 | -13.51% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 345 | 46 | 0.0% | 0.0% | 121 | +110 | 46.81% | Q4 2025 | Feb 13, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 317 | 43 | 0.03% | 0.03% | 122 | -33 | -9.43% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 289 | 39 | 0.0% | 0.0% | 123 | +29 | 11.15% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 258 | 35 | 0.0% | 0.01% | 125 | -503 | -66.1% | Q4 2025 | Feb 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 260 | 35 | 0.0% | 0.0% | 124 | +1 | 0.39% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 250 | 34 | 0.0% | — | 127 | +250 | New | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 250 | 34 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 225 | 30 | 0.0% | — | 128 | +225 | New | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 200 | 27 | 0.0% | 0.03% | 129 | -9,629 | -97.97% | Q4 2025 | Jan 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 155 | 21 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,939 | 20 | 0.0% | 0.03% | 131 | -185 | -1.41% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 133 | 17 | 0.0% | — | 132 | +133 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 127 | 17 | 0.0% | 0.0% | 133 | -77 | -37.75% | Q4 2025 | Feb 06, 2026 |
| Estate Planners Group, LLC | History | New | 112 | 15 | 0.01% | — | 134 | +112 | New | Q4 2025 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 93 | 12 | 0.0% | — | 136 | +93 | New | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 91 | 12 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Added to | 66 | 8 | 0.0% | 0.0% | 138 | +21 | 46.67% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 53 | 7 | 0.0% | 0.0% | 139 | -1,383 | -96.31% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 53 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 37 | 5 | 0.0% | 0.0% | 143 | -112 | -75.17% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| High Note Wealth, LLC | History | Added to | 26 | 3 | 0.0% | 0.0% | 146 | +11 | 73.33% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22 | 2 | 0.0% | 0.0% | 147 | -155 | -87.57% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 148 | -16 | -55.17% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | New | 10 | 1 | 0.0% | — | 149 | +10 | New | Q4 2025 | Jan 16, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 9 | 1 | 0.0% | — | 150 | +9 | New | Q4 2025 | Feb 11, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 2.44% | — | -89,547 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 1.38% | — | -39,104 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tudor Financial Inc. | History | Closed out | 0 | 0 | — | 1.72% | — | -24,135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,279 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,917 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,045 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -7,808 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,802 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,900 | -100.0% | Q3 2025 | Oct 15, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,870 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -4,393 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,317 | -100.0% | Q3 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,052 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,836 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,787 | -100.0% | Q3 2025 | Oct 23, 2025 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,147 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,910 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,656 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -950 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Oct 31, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |