iSHARES TRUST - IAT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 481,700 | 26,565 | 0.0% | 0.0% | 1 | +16,723 | 3.6% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 423,660 | 23,364 | 0.0% | 0.0% | 2 | +5,653 | 1.35% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 372,092 | 20,520 | 0.0% | 0.0% | 3 | -3,712 | -0.99% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 274,140 | 15,118 | 0.0% | 0.0% | 4 | -20,827 | -7.06% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 239,451 | 13,205 | 0.0% | 0.0% | 5 | -1,850 | -0.77% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 221,833 | 12,234 | 0.0% | — | 6 | +221,833 | New | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 186,550 | 10,288 | 0.5% | 0.5% | 7 | -4,567 | -2.39% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 140,853 | 7,768 | 0.0% | 0.0% | 8 | +4,717 | 3.46% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 129,261 | 7,128 | 0.01% | 0.01% | 9 | -24,229 | -15.79% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 111,981 | 6,175 | 0.0% | 0.0% | 10 | +24,901 | 28.6% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 110,873 | 6,114 | 0.01% | 0.0% | 11 | +46,477 | 72.17% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 100,111 | 5,521 | 0.0% | 0.0% | 12 | -50,000 | -33.31% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 96,505 | 5,322 | 0.01% | 0.01% | 13 | -4,315 | -4.28% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 86,276 | 4,758 | 0.0% | 0.0% | 14 | +1,457 | 1.72% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,375 | 4,432 | 0.0% | 0.0% | 15 | +8,396 | 11.66% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 80,283 | 4,427 | 0.0% | 0.0% | 16 | +1,923 | 2.45% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 78,954 | 4,354 | 0.02% | 0.02% | 17 | +609 | 0.78% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 77,652 | 4,282 | 0.0% | 0.0% | 18 | -38,144 | -32.94% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 70,675 | 3,897 | 0.0% | 0.0% | 19 | -2,452 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 69,909 | 3,855 | 0.0% | 0.0% | 20 | +14,952 | 27.21% | Q4 2025 | Feb 17, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 61,421 | 3,387 | 0.58% | 0.56% | 21 | +1,182 | 1.96% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 57,077 | 3,147 | 0.1% | 0.1% | 22 | +742 | 1.32% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,100 | 2,763 | 0.0% | 0.0% | 23 | +49,891 | 23871.29% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,556 | 2,733 | 0.0% | 0.02% | 24 | -153,892 | -75.64% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 49,307 | 2,719 | 0.02% | — | 25 | +49,307 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 46,026 | 2,538 | 0.04% | 0.04% | 26 | -835 | -1.78% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 45,620 | 2,515 | 0.01% | — | 27 | +45,620 | New | Q4 2025 | Feb 13, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 43,379 | 2,392 | 0.96% | 0.11% | 28 | +38,311 | 755.94% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 37,461 | 2,065 | 0.05% | 0.02% | 29 | +26,326 | 236.43% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 34,173 | 1,884 | 0.02% | 0.02% | 30 | -7,833 | -18.65% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 30,456 | 1,679 | 0.01% | — | 31 | +30,456 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,642 | 1,537 | 0.0% | 0.0% | 32 | -21 | -0.08% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,872 | 1,482 | 0.0% | 0.0% | 33 | -7,534 | -21.9% | Q4 2025 | Feb 05, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 23,810 | 1,313 | 0.12% | 0.12% | 34 | -500 | -2.06% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 23,300 | 1,285 | 0.0% | 0.0% | 35 | -1,660 | -6.65% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 22,152 | 1,221 | 0.31% | 0.31% | 36 | -10 | -0.05% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,766 | 1,200 | 0.0% | 0.0% | 37 | +739 | 3.51% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,113 | 1,164 | 0.0% | 0.0% | 38 | +1,360 | 6.89% | Q4 2025 | Mar 16, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 20,000 | 1,103 | 0.22% | 0.21% | 39 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 19,157 | 1,056 | 0.64% | 0.7% | 40 | -1,611 | -7.76% | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | No change | 18,484 | 1,019 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 17,850 | 984 | 0.27% | 0.28% | 42 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,755 | 868 | 0.0% | 0.0% | 43 | +240 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,480 | 854 | 0.0% | 0.0% | 44 | -14,836 | -48.94% | Q4 2025 | Feb 05, 2026 |
| Asempa Wealth Advisors | History | New | 15,293 | 843 | 0.73% | — | 45 | +15,293 | New | Q4 2025 | Jan 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,500 | 799 | 0.06% | 0.05% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 14,349 | 791 | 0.0% | — | 47 | +14,349 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 14,321 | 790 | 0.0% | 0.0% | 48 | -539 | -3.63% | Q4 2025 | Jan 26, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 14,251 | 785 | 0.0% | — | 49 | +14,251 | New | Q4 2025 | Feb 17, 2026 |
| Cutler Capital Management, LLC | History | Added to | 14,000 | 772 | 0.23% | 0.14% | 50 | +5,400 | 62.79% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 13,690 | 754 | 0.02% | 0.02% | 51 | +3,525 | 34.68% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | New | 12,898 | 711 | 0.01% | — | 52 | +12,898 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 11,156 | 615 | 0.0% | 0.0% | 53 | -247 | -2.17% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 10,355 | 571 | 0.0% | 0.0% | 54 | -1,647 | -13.72% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,269 | 566 | 0.0% | 0.01% | 55 | -2,103 | -17.0% | Q4 2025 | Jan 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 10,198 | 562 | 0.04% | 0.04% | 56 | +91 | 0.9% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,796 | 540 | 0.01% | 0.01% | 57 | -1,187 | -10.81% | Q4 2025 | Feb 05, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 9,568 | 527 | 0.34% | 0.27% | 58 | +99 | 1.05% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,500 | 523 | 0.0% | 0.0% | 59 | -17,304 | -64.56% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 9,330 | 514 | 0.0% | 0.0% | 60 | +7,352 | 371.69% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,200 | 507 | 0.0% | 0.0% | 61 | -9,500 | -50.8% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 9,140 | 504 | 0.12% | 0.09% | 62 | +2,000 | 28.01% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 8,970 | 494 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,935 | 492 | 0.09% | 0.08% | 64 | +554 | 6.61% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,596 | 474 | 0.0% | — | 65 | +8,596 | New | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | Reduced | 8,235 | 454 | 0.03% | 0.03% | 66 | -800 | -8.85% | Q4 2025 | Jan 30, 2026 |
| Dentgroup LLC | History | Reduced | 8,089 | 446 | 0.31% | 0.45% | 67 | -5,235 | -39.29% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,689 | 424 | 0.0% | 0.0% | 68 | +701 | 10.03% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 7,435 | 410 | 0.01% | 0.01% | 69 | +332 | 4.67% | Q4 2025 | Feb 06, 2026 |
| Cordoba Advisory Partners LLC | History | New | 7,401 | 408 | 0.1% | — | 70 | +7,401 | New | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | No change | 7,290 | 402 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,250 | 399 | 0.03% | 0.04% | 72 | -5,165 | -41.6% | Q4 2025 | Jan 22, 2026 |
| Investment Research Partners LLC | History | No change | 6,846 | 377 | 0.16% | 0.15% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 6,600 | 363 | 0.05% | 0.04% | 74 | +1,846 | 38.83% | Q4 2025 | Feb 17, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 6,490 | 358 | 0.03% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,124 | 337 | 0.0% | 0.0% | 76 | +422 | 7.4% | Q4 2025 | Feb 17, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 5,319 | 330 | 0.15% | 0.14% | 77 | -248 | -4.45% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 5,980 | 329 | 0.0% | — | 78 | +5,980 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,874 | 323 | 0.0% | 0.0% | 79 | -2,626 | -30.89% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 5,846 | 322 | 0.0% | — | 80 | +5,846 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | No change | 5,543 | 305 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,311 | 302 | 0.01% | 0.01% | 82 | +55 | 1.05% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | New | 5,460 | 301 | 0.02% | — | 83 | +5,460 | New | Q4 2025 | Feb 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,430 | 299 | 0.01% | 0.01% | 84 | -4,332 | -44.38% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 5,410 | 298 | 0.01% | 0.01% | 85 | +35 | 0.65% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | No change | 5,367 | 295 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 5,213 | 287 | 0.0% | 0.01% | 87 | -31,734 | -85.89% | Q4 2025 | Jan 16, 2026 |
| PFG Advisors | History | Added to | 5,089 | 280 | 0.01% | 0.01% | 88 | +17 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Reduced | 4,776 | 263 | 0.0% | 0.0% | 89 | -25,683 | -84.32% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,602 | 253 | 0.0% | 0.0% | 90 | -526 | -10.26% | Q4 2025 | Feb 10, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 4,580 | 252 | 0.01% | 0.01% | 91 | -110 | -2.35% | Q4 2025 | Jan 30, 2026 |
| One Capital Management, LLC | History | Reduced | 4,538 | 250 | 0.01% | 0.01% | 92 | -1,218 | -21.16% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 4,450 | 245 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 4,090 | 225 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 4,075 | 224 | 0.04% | 0.04% | 95 | -200 | -4.68% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,961 | 218 | 0.0% | 0.07% | 96 | -82,420 | -95.41% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 3,929 | 216 | 0.0% | — | 97 | +3,929 | New | Q4 2025 | Mar 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,869 | 213 | 0.0% | 0.0% | 99 | -7,716 | -66.6% | Q4 2025 | Jan 29, 2026 |
| FLC Capital Advisors | History | No change | 3,876 | 213 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 3,735 | 205 | 0.04% | — | 100 | +3,735 | New | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,692 | 203 | 0.07% | 0.06% | 101 | +48 | 1.32% | Q4 2025 | Feb 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,249 | 201 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 3,644 | 200 | 0.0% | 0.0% | 103 | +2,033 | 126.19% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | No change | 3,000 | 165 | 0.08% | 0.07% | 104 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,488 | 137 | 0.0% | 0.0% | 105 | -931 | -27.23% | Q4 2025 | Feb 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,445 | 134 | 0.01% | 0.01% | 106 | +25 | 1.03% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,150 | 118 | 0.0% | 0.0% | 107 | -1,243 | -36.63% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,125 | 117 | 0.02% | 0.02% | 108 | +2 | 0.09% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,111 | 116 | 0.0% | 0.01% | 109 | -5,389 | -71.85% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,950 | 108 | 0.0% | 0.01% | 110 | -86 | -4.22% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,801 | 99 | 0.0% | 0.0% | 111 | -60 | -3.22% | Q4 2025 | Jan 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,750 | 96 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 1,526 | 84 | 0.02% | — | 113 | +1,526 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,502 | 82 | 0.0% | 0.0% | 115 | +13 | 0.87% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,491 | 82 | 0.01% | 0.01% | 114 | +2 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,385 | 76 | 0.0% | 0.0% | 116 | -209 | -13.11% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | No change | 1,376 | 75 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,351 | 74 | 0.02% | 0.02% | 118 | +1 | 0.07% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,334 | 73 | 0.0% | 0.0% | 119 | +743 | 125.72% | Q4 2025 | Feb 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,200 | 73 | 0.1% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,280 | 70 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | No change | 1,200 | 66 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,105 | 60 | 0.02% | 0.02% | 123 | +11 | 1.01% | Q4 2025 | Jan 28, 2026 |
| City State Bank | History | No change | 1,050 | 57 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 1,024 | 56 | 0.0% | — | 125 | +1,024 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,019 | 56 | 0.0% | — | 126 | +1,019 | New | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | No change | 836 | 46 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 777 | 42 | 0.0% | — | 128 | +777 | New | Q4 2025 | Mar 04, 2026 |
| Kestra Advisory Services, LLC | History | New | 746 | 41 | 0.0% | — | 129 | +746 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 738 | 40 | 0.0% | 0.0% | 130 | -5,235 | -87.64% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | No change | 725 | 39 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 696 | 38 | 0.0% | 0.0% | 133 | -1,056 | -60.27% | Q4 2025 | Feb 12, 2026 |
| Register Financial Advisors LLC | History | New | 700 | 38 | 0.01% | — | 134 | +700 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 700 | 38 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 663 | 36 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | Added to | 643 | 35 | 0.0% | 0.0% | 136 | +188 | 41.32% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | New | 600 | 33 | 0.0% | — | 137 | +600 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 532 | 29 | 0.0% | 0.0% | 138 | -3,500 | -86.81% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 542 | 29 | 0.01% | 0.01% | 139 | +4 | 0.74% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 482 | 26 | 0.02% | 0.02% | 140 | +5 | 1.05% | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 457 | 25 | 0.02% | — | 141 | +457 | New | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | No change | 445 | 24 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | New | 432 | 23 | 0.0% | — | 144 | +432 | New | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 430 | 23 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 388 | 21 | 0.01% | 0.01% | 145 | +4 | 1.04% | Q4 2025 | Jan 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 360 | 19 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | No change | 351 | 19 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 314 | 17 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 290 | 16 | 0.0% | — | 149 | +290 | New | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 300 | 16 | 0.0% | 0.0% | 151 | -280 | -48.28% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 295 | 16 | 0.0% | 0.0% | 150 | +9 | 3.15% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 305 | 16 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 281 | 15 | 0.0% | 0.0% | 154 | -7 | -2.43% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 275 | 15 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 250 | 13 | 0.0% | — | 155 | +250 | New | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 168 | 9 | 0.0% | 0.0% | 157 | +135 | 409.09% | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | Added to | 152 | 8 | 0.0% | 0.0% | 158 | +1 | 0.66% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 157 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 148 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 85 | 4 | 0.0% | 0.0% | 161 | -200 | -70.18% | Q4 2025 | Feb 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | No change | 78 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 50 | 2 | 0.0% | — | 165 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 45 | 2 | 0.0% | — | 166 | +45 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 32 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -193,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank Pictet & Cie (Europe) AG | History | Closed out | 0 | 0 | — | 0.01% | — | -8,979 | -100.0% | Q3 2025 | Oct 21, 2025 |
| INVESTED ADVISORS | History | Closed out | 0 | 0 | — | 0.65% | — | -8,866 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,726 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,411 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,023 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ballew Advisors, Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -5,694 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,028 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,414 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,369 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONTAG A & ASSOCIATES INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |