iShares Gold Trust Micro - IAUM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 21,934,927 | 942,982 | 0.55% | 0.4% | 1 | +3,800,000 | 20.95% | Q4 2025 | Jan 23, 2026 |
| Alaska Permanent Fund Corp | History | Added to | 2,958,000 | 143,403 | 9.18% | 6.97% | 2 | +42,000 | 1.44% | Q4 2025 | Feb 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 3,329,462 | 143,134 | 4.26% | 11.15% | 3 | -3,331,222 | -50.01% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,924,177 | 125,710 | 0.01% | 0.01% | 4 | +221,144 | 8.18% | Q4 2025 | Feb 17, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 2,573,324 | 110,627 | 54.04% | 51.08% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,750,234 | 75,242 | 0.85% | 0.79% | 6 | -73,703 | -4.04% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Added to | 1,711,783 | 73,589 | 0.67% | 0.29% | 7 | +922,584 | 116.9% | Q4 2025 | Feb 18, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,360,000 | 58,459 | 1.25% | 1.26% | 8 | -40,000 | -2.86% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,300,000 | 55,887 | 0.19% | 0.2% | 9 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 1,203,191 | 51,725 | 3.85% | 2.12% | 10 | +491,191 | 68.99% | Q4 2025 | Jan 16, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,190,031 | 51,409 | 0.14% | 0.03% | 11 | +886,737 | 292.37% | Q4 2025 | Jan 27, 2026 |
| VICUS CAPITAL | History | Reduced | 1,079,089 | 46,390 | 3.48% | 3.19% | 12 | -4,915 | -0.45% | Q4 2025 | Jan 22, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 893,246 | 38,400 | 11.83% | — | 13 | +893,246 | New | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 813,984 | 34,993 | 0.19% | 0.11% | 14 | +184,333 | 29.28% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 800,807 | 34,426 | 0.0% | 0.0% | 15 | -55,880 | -6.52% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 797,069 | 34,265 | 0.11% | 0.09% | 16 | +34,322 | 4.5% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | Added to | 751,834 | 32,321 | 0.72% | 0.89% | 17 | +65,196 | 9.49% | Q4 2025 | Feb 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 708,723 | 30,468 | 1.86% | — | 18 | +708,723 | New | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 701,693 | 30,165 | 0.01% | 0.01% | 19 | +235,538 | 50.53% | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | Added to | 615,209 | 26,447 | 0.54% | 0.46% | 20 | +15,232 | 2.54% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 570,027 | 24,505 | 0.14% | 0.13% | 21 | +45,855 | 8.75% | Q4 2025 | Jan 26, 2026 |
| United Community Bank | History | Added to | 389,667 | 16,751 | 6.33% | 4.55% | 22 | +7,746 | 2.03% | Q4 2025 | Jan 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 389,500 | 16,744 | 1.29% | 1.22% | 23 | +7,000 | 1.83% | Q4 2025 | Jan 29, 2026 |
| Fielder Capital Group LLC | History | Added to | 384,057 | 16,510 | 3.51% | 3.16% | 24 | +23,850 | 6.62% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 354,515 | 15,240 | 0.99% | 0.75% | 25 | +55,666 | 18.63% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 312,857 | 13,449 | 0.0% | — | 26 | +312,857 | New | Q4 2025 | Mar 25, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 312,000 | 13,412 | 0.04% | — | 27 | +312,000 | New | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 306,339 | 13,169 | 1.65% | 1.24% | 28 | +70,164 | 29.71% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 296,864 | 12,762 | 0.07% | 0.01% | 29 | +264,166 | 807.9% | Q4 2025 | Feb 13, 2026 |
| Myriad Asset Management US LP | History | Reduced | 275,242 | 11,832 | 19.81% | 14.46% | 30 | -415,550 | -60.16% | Q4 2025 | Jan 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 260,137 | 11,183 | 0.57% | 0.47% | 31 | +25,510 | 10.87% | Q4 2025 | Feb 03, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 259,389 | 11,151 | 0.42% | 0.37% | 32 | +7,888 | 3.14% | Q4 2025 | Feb 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 236,663 | 10,174 | 2.55% | 2.48% | 33 | -11,586 | -4.67% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 231,326 | 9,944 | 0.16% | 0.17% | 34 | +12,141 | 5.54% | Q4 2025 | Mar 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 228,551 | 9,825 | 0.01% | 0.01% | 35 | +7,469 | 3.38% | Q4 2025 | Feb 02, 2026 |
| SFM, LLC | History | Reduced | 224,879 | 9,667 | 5.66% | 5.07% | 36 | -1,612 | -0.71% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 223,287 | 9,599 | 0.2% | 0.18% | 37 | +18,237 | 8.89% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 222,221 | 9,553 | 0.0% | 0.0% | 38 | +18,218 | 8.93% | Q4 2025 | Feb 10, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 206,040 | 8,857 | 1.97% | 1.72% | 39 | -1,660 | -0.8% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 204,493 | 8,791 | 0.02% | 0.02% | 40 | +34,079 | 20.0% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 198,386 | 8,528 | 0.78% | 0.74% | 41 | -4,162 | -2.05% | Q4 2025 | Feb 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 194,590 | 8,365 | 0.29% | 0.19% | 42 | +59,025 | 43.54% | Q4 2025 | Jan 15, 2026 |
| Amundi | History | Reduced | 171,747 | 7,383 | 0.0% | 0.0% | 43 | -111,704 | -39.41% | Q4 2025 | Feb 17, 2026 |
| Permanens Capital L.P. | History | New | 152,381 | 6,550 | 0.85% | — | 44 | +152,381 | New | Q4 2025 | Feb 17, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 150,411 | 6,466 | 3.44% | 2.58% | 45 | +19,597 | 14.98% | Q4 2025 | Feb 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 135,005 | 5,803 | 1.92% | 1.89% | 46 | -10,259 | -7.06% | Q4 2025 | Jan 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 131,470 | 5,651 | 0.11% | 0.1% | 47 | -358 | -0.27% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 121,818 | 5,236 | 0.0% | 0.0% | 48 | +33,668 | 38.19% | Q4 2025 | Feb 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 120,575 | 5,183 | 0.58% | 0.49% | 49 | +10,239 | 9.28% | Q4 2025 | Jan 08, 2026 |
| Greenline Partners, LLC | History | Reduced | 116,126 | 4,992 | 0.57% | 0.55% | 50 | -2,207 | -1.87% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 115,701 | 4,973 | 0.01% | 0.01% | 51 | +12,719 | 12.35% | Q4 2025 | Feb 17, 2026 |
| TABLEAUX LLC | History | Reduced | 107,053 | 4,862 | 3.44% | 3.07% | 52 | -92,297 | -46.3% | Q4 2025 | Feb 17, 2026 |
| Bauman Advisory Group, LLC | History | New | 111,164 | 4,778 | 3.85% | — | 53 | +111,164 | New | Q4 2025 | Feb 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 108,325 | 4,656 | 0.12% | 0.19% | 54 | -75,348 | -41.02% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 106,600 | 4,582 | 0.01% | 0.01% | 55 | -52,700 | -33.08% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 106,427 | 4,575 | 0.0% | 0.0% | 56 | -24,605 | -18.78% | Q4 2025 | Feb 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 98,720 | 4,243 | 0.13% | 0.11% | 57 | -2,304 | -2.28% | Q4 2025 | Jan 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 89,419 | 3,844 | 0.65% | 0.61% | 58 | -420 | -0.47% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 83,773 | 3,601 | 0.98% | 0.81% | 59 | +5,645 | 7.23% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 80,945 | 3,479 | 0.0% | 0.0% | 60 | +6,791 | 9.16% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 80,058 | 3,441 | 0.0% | 0.0% | 61 | +63,300 | 377.73% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 79,656 | 3,424 | 0.04% | 0.03% | 62 | +18,384 | 30.0% | Q4 2025 | Feb 05, 2026 |
| M Wealth Management, LLC | History | No change | 76,528 | 3,289 | 2.86% | 2.59% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 76,505 | 3,288 | 0.0% | 0.0% | 64 | +24,155 | 46.14% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 66,145 | 2,843 | 0.34% | 0.28% | 65 | +10,758 | 19.42% | Q4 2025 | Jan 22, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 65,800 | 2,828 | 1.48% | 1.61% | 66 | -3,363 | -4.86% | Q4 2025 | Jan 30, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 63,891 | 2,746 | 0.07% | 0.06% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 62,000 | 2,665 | 0.01% | 0.01% | 68 | -30,000 | -32.61% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 59,323 | 2,632 | 0.09% | 0.1% | 69 | -9,779 | -14.15% | Q4 2025 | Jan 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 60,220 | 2,588 | 0.29% | 0.3% | 70 | -7,585 | -11.19% | Q4 2025 | Jan 22, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 59,757 | 2,568 | 0.08% | 0.08% | 71 | +282 | 0.47% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 58,976 | 2,552 | 0.0% | 0.01% | 72 | -13,043 | -18.11% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL PLC | History | Reduced | 54,942 | 2,361 | 0.02% | 0.02% | 73 | -11,185 | -16.91% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 50,852 | 2,186 | 0.0% | 0.0% | 74 | +23,408 | 85.29% | Q4 2025 | Feb 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 47,701 | 2,050 | 1.31% | 0.98% | 75 | +9,051 | 23.42% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 47,529 | 2,043 | 0.03% | 0.03% | 76 | -1,026 | -2.11% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 45,483 | 1,955 | 0.04% | 0.02% | 77 | +28,554 | 168.67% | Q4 2025 | Feb 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 44,976 | 1,933 | 0.25% | 0.26% | 78 | -2,769 | -5.8% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 44,068 | 1,894 | 0.0% | — | 79 | +44,068 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 35,826 | 1,879 | 1.5% | — | 80 | +35,826 | New | Q4 2025 | Mar 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 43,465 | 1,868 | 0.0% | 0.0% | 81 | -18,401 | -29.74% | Q4 2025 | Feb 18, 2026 |
| Choate Investment Advisors | History | Added to | 42,634 | 1,832 | 0.04% | 0.02% | 82 | +11,702 | 37.83% | Q4 2025 | Feb 09, 2026 |
| Rede Wealth, LLC | History | New | 41,592 | 1,788 | 0.62% | — | 83 | +41,592 | New | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,145 | 1,597 | 0.0% | 0.0% | 84 | +4,736 | 14.61% | Q4 2025 | Feb 05, 2026 |
| Tactive Advisors, LLC | History | Reduced | 34,948 | 1,502 | 0.44% | 0.4% | 85 | -2,068 | -5.59% | Q4 2025 | Jan 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 34,921 | 1,501 | 0.01% | 0.01% | 86 | +341 | 0.99% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 33,716 | 1,449 | 0.02% | 0.04% | 87 | -26,006 | -43.55% | Q4 2025 | Feb 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 33,534 | 1,442 | 0.19% | 0.18% | 88 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,064 | 1,421 | 0.0% | 0.0% | 89 | +2,060 | 6.64% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 32,811 | 1,410 | 0.0% | 0.0% | 90 | +14,652 | 80.69% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 31,731 | 1,364 | 0.01% | 0.01% | 91 | -1,170 | -3.56% | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 31,689 | 1,362 | 0.05% | 0.02% | 92 | +19,826 | 167.12% | Q4 2025 | Feb 03, 2026 |
| Red Tortoise LLC | History | No change | 31,072 | 1,335 | 0.57% | 0.52% | 93 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 30,260 | 1,300 | 0.38% | 0.3% | 94 | +5,507 | 22.25% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 29,342 | 1,261 | 0.02% | 0.01% | 95 | +15,583 | 113.26% | Q4 2025 | Feb 03, 2026 |
| Ardent Capital Management, Inc. | History | No change | 28,500 | 1,225 | 0.48% | 0.46% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 28,034 | 1,205 | 0.08% | 0.07% | 97 | +722 | 2.64% | Q4 2025 | Jan 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 24,242 | 1,193 | 0.34% | 0.28% | 98 | +203 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | New | 26,656 | 1,145 | 0.05% | — | 99 | +26,656 | New | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 26,613 | 1,144 | 0.14% | 0.09% | 100 | +6,096 | 29.71% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 26,604 | 1,143 | 0.01% | 0.01% | 101 | +1,028 | 4.02% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 25,542 | 1,098 | 0.02% | 0.02% | 102 | +1,137 | 4.66% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 24,701 | 1,061 | 0.08% | 0.07% | 103 | -304 | -1.22% | Q4 2025 | Feb 12, 2026 |
| CARL STUART INVESTMENT ADVISOR, INC | History | Added to | 24,033 | 1,033 | 0.93% | 0.52% | 104 | +9,587 | 66.36% | Q4 2025 | Feb 13, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 23,400 | 1,005 | 0.19% | 0.12% | 105 | +6,835 | 41.26% | Q4 2025 | Jan 06, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 21,771 | 935 | 0.38% | 0.57% | 106 | -10,771 | -33.1% | Q4 2025 | Jan 21, 2026 |
| Headlands Technologies LLC | History | New | 21,746 | 934 | 0.08% | — | 107 | +21,746 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,588 | 928 | 0.01% | 0.01% | 108 | +2,549 | 13.39% | Q4 2025 | Feb 12, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 21,375 | 918 | 0.77% | — | 109 | +21,375 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,733 | 891 | 0.0% | 0.0% | 110 | +2,704 | 15.0% | Q4 2025 | Feb 12, 2026 |
| Family Investment Center, Inc. | History | Added to | 20,346 | 874 | 0.18% | 0.15% | 111 | +1,242 | 6.5% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 20,105 | 864 | 0.01% | 0.0% | 112 | +5,000 | 33.1% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,397 | 833 | 0.01% | 0.0% | 113 | +9,537 | 96.72% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,300 | 829 | 0.06% | 0.05% | 114 | +782 | 4.22% | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 17,703 | 761 | 0.09% | 0.08% | 115 | +601 | 3.51% | Q4 2025 | Jan 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 17,506 | 752 | 0.01% | 0.01% | 116 | +2,033 | 13.14% | Q4 2025 | Feb 06, 2026 |
| Avos Capital Management, LLC | History | New | 17,187 | 738 | 0.32% | — | 117 | +17,187 | New | Q4 2025 | Feb 13, 2026 |
| a16z Perennial Management, L.P. | History | New | 17,077 | 734 | 0.06% | — | 119 | +17,077 | New | Q4 2025 | Feb 10, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 17,089 | 734 | 0.21% | 0.18% | 118 | +769 | 4.71% | Q4 2025 | Feb 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 16,772 | 721 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 16,451 | 707 | 0.06% | 0.06% | 121 | -1,126 | -6.41% | Q4 2025 | Jan 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,291 | 700 | 0.0% | 0.0% | 122 | +6,891 | 73.31% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | New | 15,828 | 680 | 0.02% | — | 123 | +15,828 | New | Q4 2025 | Feb 04, 2026 |
| NavPoint Financial, Inc. | History | No change | 15,218 | 654 | 0.28% | 0.31% | 124 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jump Financial, LLC | History | New | 15,100 | 649 | 0.01% | — | 125 | +15,100 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,585 | 631 | 0.04% | 0.02% | 126 | +7,755 | 113.54% | Q4 2025 | Jan 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 14,636 | 629 | 0.2% | 0.18% | 127 | +600 | 4.27% | Q4 2025 | Feb 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 13,862 | 595 | 0.27% | 0.27% | 128 | -221 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | New | 12,521 | 538 | 0.11% | — | 129 | +12,521 | New | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 12,500 | 537 | 0.01% | 0.0% | 130 | +3,800 | 43.68% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,906 | 511 | 0.0% | 0.0% | 131 | +4,561 | 62.1% | Q4 2025 | Feb 17, 2026 |
| Slagle Financial, LLC | History | Reduced | 11,129 | 478 | 0.17% | 0.19% | 132 | -2,014 | -15.32% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,911 | 469 | 0.01% | 0.01% | 133 | +5,088 | 87.38% | Q4 2025 | Feb 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 10,909 | 468 | 0.13% | 0.1% | 134 | +2,126 | 24.21% | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | New | 10,757 | 462 | 0.03% | — | 135 | +10,757 | New | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,643 | 457 | 0.0% | — | 136 | +10,643 | New | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | New | 10,555 | 453 | 0.26% | — | 138 | +10,555 | New | Q4 2025 | Jan 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,552 | 453 | 0.0% | 0.0% | 137 | +1,783 | 20.33% | Q4 2025 | Feb 12, 2026 |
| Painted Porch Advisors LLC | History | New | 10,500 | 451 | 0.18% | — | 139 | +10,500 | New | Q4 2025 | Mar 19, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,149 | 436 | 0.06% | — | 140 | +10,149 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 9,862 | 423 | 0.0% | — | 141 | +9,862 | New | Q4 2025 | Feb 10, 2026 |
| SFMG, LLC | History | New | 9,806 | 421 | 0.03% | — | 142 | +9,806 | New | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | New | 9,684 | 416 | 0.01% | — | 143 | +9,684 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,206 | 412 | 0.0% | 0.0% | 144 | -530 | -5.44% | Q4 2025 | Jan 08, 2026 |
| CAP Partners, LLC | History | Added to | 9,543 | 410 | 0.23% | 0.2% | 145 | +429 | 4.71% | Q4 2025 | Feb 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9,348 | 401 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| S.A. Mason LLC | History | New | 9,293 | 399 | 0.16% | — | 147 | +9,293 | New | Q4 2025 | Jan 29, 2026 |
| Townsend Financial Planning, LLC | History | New | 9,183 | 394 | 0.39% | — | 148 | +9,183 | New | Q4 2025 | Feb 17, 2026 |
| Beckerman Institutional, LLC | History | Added to | 8,977 | 385 | 0.22% | 0.2% | 149 | +252 | 2.89% | Q4 2025 | Feb 10, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 8,521 | 366 | 0.13% | 0.15% | 150 | -1,454 | -14.58% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | New | 8,458 | 363 | 0.01% | — | 151 | +8,458 | New | Q4 2025 | Feb 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 8,381 | 360 | 0.02% | 0.01% | 152 | +2,878 | 52.3% | Q4 2025 | Feb 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 8,355 | 359 | 0.11% | — | 153 | +8,355 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,129 | 349 | 0.0% | 0.0% | 154 | -348 | -4.11% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,635 | 328 | 0.13% | 0.11% | 155 | -2,202 | -22.38% | Q4 2025 | Feb 11, 2026 |
| London & Capital Asset Management Ltd | History | New | 7,282 | 313 | 0.0% | — | 156 | +7,282 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 7,170 | 308 | 0.0% | — | 157 | +7,170 | New | Q4 2025 | Mar 09, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 7,168 | 308 | 0.06% | — | 158 | +7,168 | New | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 7,032 | 302 | 0.0% | — | 159 | +7,032 | New | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 7,009 | 301 | 0.03% | — | 160 | +7,009 | New | Q4 2025 | Feb 03, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 7,000 | 300 | 0.08% | 0.05% | 161 | +1,000 | 16.67% | Q4 2025 | Feb 13, 2026 |
| LFG Wealth Partners, LLC | History | New | 6,685 | 287 | 0.18% | — | 162 | +6,685 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | New | 6,650 | 285 | 0.02% | — | 163 | +6,650 | New | Q4 2025 | Feb 17, 2026 |
| Bedminster, LLC | History | New | 6,614 | 284 | 0.26% | — | 164 | +6,614 | New | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,500 | 279 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cushing Capital Partners, LLC | History | New | 6,331 | 272 | 0.2% | — | 166 | +6,331 | New | Q4 2025 | Jan 14, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 6,240 | 268 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Reliant Wealth Planning | History | New | 6,225 | 267 | 0.08% | — | 168 | +6,225 | New | Q4 2025 | Feb 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 6,106 | 262 | 0.12% | 0.13% | 169 | -756 | -11.02% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | No change | 6,084 | 261 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 5,983 | 257 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,949 | 255 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,896 | 253 | 0.03% | 0.04% | 173 | -1,743 | -22.82% | Q4 2025 | Jan 26, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,823 | 250 | 0.08% | 0.27% | 174 | -23,509 | -80.15% | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 5,810 | 249 | 0.08% | — | 176 | +5,810 | New | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,799 | 249 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Rivers Group | History | New | 5,771 | 248 | 0.1% | — | 177 | +5,771 | New | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5,625 | 241 | 0.0% | 0.0% | 178 | -686 | -10.87% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Added to | 5,414 | 232 | 0.01% | 0.0% | 179 | +5,164 | 2065.6% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,383 | 231 | 0.0% | — | 180 | +5,383 | New | Q4 2025 | Feb 10, 2026 |
| SVRN Asset Management, LLC | History | New | 5,365 | 230 | 0.19% | — | 181 | +5,365 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,347 | 229 | 0.0% | 0.0% | 182 | -3,922 | -42.31% | Q4 2025 | Mar 16, 2026 |
| Betterment LLC | History | New | 5,282 | 227 | 0.0% | — | 183 | +5,282 | New | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,297 | 227 | 0.0% | 0.0% | 184 | -591 | -10.04% | Q4 2025 | Jan 07, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,096 | 219 | 0.01% | — | 185 | +5,096 | New | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 5,032 | 216 | 0.0% | — | 186 | +5,032 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,005 | 215 | 0.01% | 0.0% | 187 | +3,118 | 165.24% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | Added to | 5,005 | 215 | 0.09% | 0.09% | 188 | +20 | 0.4% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | New | 4,904 | 210 | 0.02% | — | 190 | +4,904 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 4,887 | 210 | 0.01% | — | 189 | +4,887 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | New | 4,884 | 209 | 0.0% | — | 191 | +4,884 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,815 | 206 | 0.0% | — | 192 | +4,815 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 4,134 | 177 | 0.13% | — | 193 | +4,134 | New | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,531 | 152 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 3,509 | 150 | 0.06% | 0.04% | 195 | +1,067 | 43.69% | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,356 | 144 | 0.13% | 0.14% | 196 | -612 | -15.42% | Q4 2025 | Jan 29, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,000 | 128 | 0.07% | 0.06% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,860 | 122 | 0.0% | 0.0% | 198 | +1,000 | 53.76% | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | New | 2,445 | 105 | 0.04% | — | 199 | +2,445 | New | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,315 | 100 | 0.0% | — | 200 | +2,315 | New | Q4 2025 | Feb 17, 2026 |
| Imprint Wealth LLC | History | Added to | 2,094 | 90 | 0.42% | 0.14% | 201 | +946 | 82.4% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,902 | 81 | 0.01% | 0.0% | 202 | +314 | 19.77% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,786 | 76 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 1,450 | 62 | 0.0% | 0.0% | 204 | -1,860 | -56.19% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | No change | 1,462 | 62 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Abound Wealth Management | History | New | 1,278 | 54 | 0.01% | — | 207 | +1,278 | New | Q4 2025 | Jan 12, 2026 |
| Bogart Wealth, LLC | History | New | 1,262 | 54 | 0.0% | — | 206 | +1,262 | New | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,242 | 53 | 0.0% | 0.0% | 208 | +785 | 171.77% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,230 | 52 | 0.0% | 0.0% | 209 | +1,130 | 1130.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | New | 1,100 | 47 | 0.0% | — | 210 | +1,100 | New | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,100 | 47 | 0.01% | 0.01% | 211 | +404 | 58.05% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,033 | 44 | 0.01% | 0.01% | 212 | -14 | -1.34% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,015 | 43 | 0.0% | 0.0% | 213 | +12 | 1.2% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,000 | 42 | 0.0% | — | 214 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 996 | 42 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 860 | 36 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 813 | 34 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 750 | 32 | 0.0% | — | 218 | +750 | New | Q4 2025 | Jan 20, 2026 |
| Decker Retirement Planning Inc. | History | New | 661 | 28 | 0.01% | — | 219 | +661 | New | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | Reduced | 491 | 21 | 0.0% | 0.05% | 221 | -5,784 | -92.18% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 500 | 21 | 0.0% | — | 220 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 495 | 21 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 487 | 20 | 0.0% | 0.0% | 223 | +419 | 616.18% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 393 | 16 | 0.0% | 0.0% | 224 | +343 | 686.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 332 | 14 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | No change | 320 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 343 | 14 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 288 | 12 | 0.0% | — | 229 | +288 | New | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stone House Investment Management, LLC | History | New | 245 | 10 | 0.0% | — | 230 | +245 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 8 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 175 | 7 | 0.0% | 0.0% | 232 | +25 | 16.67% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 163 | 7 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 154 | 6 | 0.0% | 0.0% | 234 | +101 | 190.57% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | New | 131 | 5 | 0.0% | — | 236 | +131 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 121 | 5 | 0.0% | — | 235 | +121 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 125 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Fairman Group, LLC | History | New | 98 | 4 | 0.0% | — | 238 | +98 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 240 | -11 | -16.67% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Wealth Strategies & Associates | History | New | 29 | 1 | 0.0% | — | 241 | +29 | New | Q4 2025 | Jan 02, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -92,477 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,328 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -14,272 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,608 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -9,196 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,720 | -100.0% | Q3 2025 | Oct 30, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -734 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -586 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ST GERMAIN D J CO INC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 29, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Coston, McIsaac & Partners | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 03, 2026 |