iSHARES TRUST - IBDU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,307,434 | 171,030 | 0.01% | 0.01% | 1 | +499,957 | 7.34% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,659,628 | 155,868 | 1.12% | 0.93% | 2 | +1,215,342 | 22.32% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,611,412 | 131,335 | 0.2% | 0.14% | 3 | +2,073,552 | 58.61% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 5,508,349 | 128,922 | 0.01% | 0.01% | 4 | +410,269 | 8.05% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 4,798,655 | 112,312 | 1.81% | 1.83% | 5 | +131,430 | 2.82% | Q4 2025 | Jan 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 3,805,205 | 89,060 | 6.02% | 6.62% | 6 | +301,245 | 8.6% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,722,161 | 87,117 | 1.33% | 1.34% | 7 | +232,608 | 6.67% | Q4 2025 | Jan 13, 2026 |
| UBS Group AG | History | Added to | 3,513,052 | 82,222 | 0.01% | 0.01% | 8 | +445,107 | 14.51% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,951,639 | 69,083 | 0.02% | 0.02% | 9 | +309,978 | 11.73% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,181,614 | 51,061 | 0.01% | — | 10 | +2,181,614 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 2,162,265 | 50,607 | 0.71% | 0.04% | 11 | +2,040,616 | 1677.46% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 2,133,696 | 49,939 | 0.01% | 0.01% | 12 | +305,410 | 16.7% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,102,566 | 49,210 | 0.01% | 0.01% | 13 | +66,293 | 3.26% | Q4 2025 | Feb 13, 2026 |
| SUMMITRY LLC | History | Added to | 1,837,008 | 42,995 | 1.79% | 1.77% | 14 | +56,082 | 3.15% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,771,313 | 41,457 | 0.05% | 0.04% | 15 | +142,526 | 8.75% | Q4 2025 | Feb 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,745,523 | 40,853 | 2.56% | 2.69% | 16 | +14,912 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,613,448 | 37,762 | 2.53% | 1.67% | 17 | +575,487 | 55.44% | Q4 2025 | Jan 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,539,005 | 36,020 | 1.74% | 1.68% | 18 | +117,113 | 8.24% | Q4 2025 | Jan 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,514,732 | 35,452 | 1.8% | 1.81% | 19 | +29,506 | 1.99% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 1,425,001 | 33,427 | 0.1% | 0.1% | 20 | +14,569 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,420,969 | 33,257 | 4.61% | 4.56% | 21 | +39,441 | 2.85% | Q4 2025 | Feb 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,351,617 | 31,802 | 1.04% | 1.04% | 22 | +57,299 | 4.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,200,095 | 28,088 | 0.04% | 0.03% | 23 | +71,734 | 6.36% | Q4 2025 | Feb 12, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,149,546 | 26,905 | 7.69% | 5.54% | 24 | +174,424 | 17.89% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,145,131 | 26,801 | 0.53% | 0.55% | 25 | +29,301 | 2.63% | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,096,937 | 25,673 | 0.3% | 0.29% | 26 | +87,331 | 8.65% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 1,068,563 | 25,009 | 0.37% | 0.36% | 27 | +57,708 | 5.71% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | Added to | 1,059,999 | 24,809 | 1.89% | 1.72% | 28 | +120,240 | 12.79% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,058,770 | 24,780 | 0.01% | 0.01% | 29 | +93,139 | 9.65% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 1,036,202 | 24,252 | 1.63% | 1.74% | 30 | -6,129 | -0.59% | Q4 2025 | Jan 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 969,560 | 22,692 | 0.86% | 0.78% | 31 | +100,571 | 11.57% | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 938,000 | 21,953 | 0.64% | 0.46% | 32 | +250,000 | 36.34% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 794,637 | 18,598 | 1.79% | 1.7% | 33 | +38,154 | 5.04% | Q4 2025 | Feb 23, 2026 |
| Summit Asset Management, LLC | History | New | 768,679 | 17,990 | 2.55% | — | 34 | +768,679 | New | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 709,542 | 16,606 | 0.01% | 0.01% | 35 | +372,318 | 110.41% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 677,647 | 15,860 | 0.07% | 0.06% | 36 | +129,861 | 23.71% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 628,140 | 14,701 | 0.02% | 0.02% | 37 | +33,589 | 5.65% | Q4 2025 | Jan 30, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 611,729 | 14,317 | 1.11% | 1.11% | 38 | -83,760 | -12.04% | Q4 2025 | Feb 11, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 603,395 | 14,122 | 1.41% | 1.45% | 39 | +1,122 | 0.19% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 590,443 | 13,819 | 0.03% | 0.02% | 40 | +78,809 | 15.4% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 578,392 | 13,537 | 0.02% | 0.03% | 41 | +6,753 | 1.18% | Q4 2025 | Mar 16, 2026 |
| Ironwood Financial, llc | History | Added to | 537,151 | 12,574 | 2.13% | 2.08% | 42 | +37,280 | 7.46% | Q4 2025 | Jan 15, 2026 |
| Windsor Capital Management, LLC | History | Added to | 524,522 | 12,276 | 3.39% | 3.35% | 43 | +8,062 | 1.56% | Q4 2025 | Jan 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 513,648 | 12,021 | 0.31% | 0.33% | 44 | +44,829 | 9.56% | Q4 2025 | Feb 02, 2026 |
| Ruggaard & Associates LLC | History | New | 502,535 | 11,761 | 4.63% | — | 45 | +502,535 | New | Q4 2025 | Feb 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 499,745 | 11,696 | 0.39% | 0.3% | 46 | +132,734 | 36.17% | Q4 2025 | Feb 09, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 486,066 | 11,376 | 0.82% | 0.7% | 47 | +86,833 | 21.75% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 470,613 | 11,014 | 1.27% | 1.06% | 48 | +83,373 | 21.53% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 466,026 | 10,907 | 0.01% | 0.01% | 49 | +75,271 | 19.26% | Q4 2025 | Feb 10, 2026 |
| Probity Advisors, Inc. | History | Added to | 452,594 | 10,592 | 1.7% | 1.61% | 50 | +29,591 | 7.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 436,035 | 10,205 | 0.2% | 0.16% | 51 | +108,727 | 33.22% | Q4 2025 | Feb 02, 2026 |
| REBALANCE, LLC | History | Added to | 435,397 | 10,190 | 0.6% | 0.61% | 52 | +6,662 | 1.55% | Q4 2025 | Jan 15, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 432,826 | 10,130 | 1.67% | 1.67% | 53 | +16,488 | 3.96% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 421,036 | 9,853 | 0.11% | 0.11% | 54 | -10,549 | -2.44% | Q4 2025 | Feb 02, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 410,573 | 9,609 | 0.4% | 0.13% | 55 | +277,369 | 208.23% | Q4 2025 | Feb 13, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 395,652 | 9,260 | 4.42% | 5.26% | 56 | +652 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 393,365 | 9,206 | 1.23% | — | 57 | +393,365 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 385,524 | 9,023 | 0.0% | 0.0% | 58 | +303,304 | 368.89% | Q4 2025 | Feb 12, 2026 |
| Peloton Wealth Strategists | History | Added to | 375,595 | 8,791 | 3.41% | 3.16% | 59 | +33,445 | 9.77% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Added to | 371,300 | 8,690 | 0.13% | 0.12% | 60 | +39,699 | 11.97% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Reduced | 370,975 | 8,682 | 0.48% | 0.55% | 61 | -12,634 | -3.29% | Q4 2025 | Feb 11, 2026 |
| PFG Private Wealth Management, LLC | History | New | 342,582 | 8,018 | 3.51% | — | 62 | +342,582 | New | Q4 2025 | Jan 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 314,357 | 7,357 | 1.71% | 1.73% | 63 | +7,979 | 2.6% | Q4 2025 | Feb 11, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 306,594 | 7,175 | 2.71% | 5.89% | 64 | -285,464 | -48.22% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Added to | 304,717 | 7,131 | 0.38% | 0.32% | 65 | +61,837 | 25.46% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 301,149 | 7,048 | 3.28% | 3.06% | 66 | +32,895 | 12.26% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 287,074 | 6,719 | 0.02% | 0.03% | 67 | -204,721 | -41.63% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 279,096 | 6,579 | 0.12% | 0.11% | 68 | +12,585 | 4.72% | Q4 2025 | Feb 11, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | New | 277,100 | 6,485 | 2.55% | — | 69 | +277,100 | New | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 276,165 | 6,463 | 0.16% | 0.12% | 70 | +725 | 0.26% | Q4 2025 | Feb 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 273,864 | 6,409 | 0.39% | 0.36% | 71 | +31,809 | 13.14% | Q4 2025 | Feb 12, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 270,419 | 6,329 | 1.26% | 1.18% | 72 | +25,593 | 10.45% | Q4 2025 | Jan 14, 2026 |
| InvesTrust | History | Reduced | 252,484 | 5,909 | 2.28% | 2.24% | 73 | -8,552 | -3.28% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 246,077 | 5,759 | 0.06% | — | 74 | +246,077 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 246,077 | 5,759 | 2.35% | 2.25% | 75 | -845 | -0.34% | Q4 2025 | Jan 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 244,150 | 5,714 | 0.43% | 0.27% | 76 | +95,300 | 64.02% | Q4 2025 | Jan 27, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 243,283 | 5,710 | 1.5% | 1.5% | 77 | +22,812 | 10.35% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 239,187 | 5,598 | 0.1% | 0.11% | 78 | -5,259 | -2.15% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 236,433 | 5,533 | 0.12% | 0.13% | 79 | +15,714 | 7.12% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 229,745 | 5,377 | 0.04% | 0.04% | 80 | +39,520 | 20.78% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 228,361 | 5,345 | 0.01% | 0.01% | 81 | +18,157 | 8.64% | Q4 2025 | Jan 26, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 227,779 | 5,331 | 1.61% | 1.46% | 82 | +26,094 | 12.94% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Added to | 223,329 | 5,237 | 0.18% | 0.19% | 83 | +6,764 | 3.12% | Q4 2025 | Jan 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 218,932 | 5,135 | 1.95% | 1.99% | 84 | +122,602 | 127.27% | Q4 2025 | Feb 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 216,574 | 5,068 | 0.1% | 0.02% | 85 | +169,991 | 364.92% | Q4 2025 | Feb 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 213,103 | 4,987 | 0.09% | 0.09% | 86 | -5,131 | -2.35% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 210,243 | 4,920 | 0.0% | 0.0% | 87 | -143,277 | -40.53% | Q4 2025 | Feb 10, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 209,963 | 4,914 | 2.65% | — | 88 | +209,963 | New | Q4 2025 | Mar 12, 2026 |
| Atria Investments, Inc | History | Added to | 209,362 | 4,900 | 0.06% | 0.03% | 89 | +110,838 | 112.5% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 208,941 | 4,890 | 0.13% | 0.11% | 90 | +29,787 | 16.63% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Added to | 200,585 | 4,694 | 2.74% | 2.63% | 91 | +6,240 | 3.21% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 196,247 | 4,593 | 0.97% | 1.01% | 92 | +720 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 190,062 | 4,448 | 0.0% | 0.0% | 93 | +20,302 | 11.96% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 189,820 | 4,442 | 2.2% | 2.16% | 94 | +7,975 | 4.39% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 187,194 | 4,381 | 0.16% | 0.16% | 95 | +12,895 | 7.4% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 186,470 | 4,364 | 0.01% | 0.01% | 96 | +25,122 | 15.57% | Q4 2025 | Feb 05, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 184,912 | 4,327 | 2.06% | 1.78% | 97 | -1,190 | -0.64% | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 182,489 | 4,271 | 0.89% | 0.89% | 98 | +7,545 | 4.31% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 181,576 | 4,249 | 0.05% | 0.03% | 99 | +72,815 | 66.95% | Q4 2025 | Jan 20, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 181,465 | 4,247 | 0.39% | 0.35% | 100 | +22,673 | 14.28% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 178,894 | 4,186 | 0.0% | 0.0% | 101 | +34,638 | 24.01% | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 178,255 | 4,172 | 2.48% | 2.47% | 102 | +8,113 | 4.77% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,825 | 4,139 | 0.01% | 0.0% | 103 | +62,885 | 55.19% | Q4 2025 | Feb 17, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 174,442 | 4,082 | 2.24% | 2.15% | 104 | +12,053 | 7.42% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Added to | 173,943 | 4,071 | 0.3% | 0.52% | 105 | +2,009 | 1.17% | Q4 2025 | Jan 21, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 172,835 | 4,052 | 2.54% | 2.52% | 106 | +2,903 | 1.71% | Q4 2025 | Jan 28, 2026 |
| REGIONS FINANCIAL CORP | History | New | 169,064 | 3,956 | 0.03% | — | 107 | +169,064 | New | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 163,590 | 3,828 | 0.7% | 0.71% | 108 | +3,600 | 2.25% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 162,307 | 3,798 | 0.03% | 0.03% | 109 | +35,482 | 27.98% | Q4 2025 | Jan 26, 2026 |
| Rossmore Private Capital | History | Added to | 157,664 | 3,690 | 0.33% | 0.28% | 110 | +47,448 | 43.05% | Q4 2025 | Feb 05, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 156,998 | 3,674 | 1.97% | 3.47% | 111 | -96,181 | -37.99% | Q4 2025 | Jan 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 151,513 | 3,546 | 1.83% | 1.94% | 112 | -5,530 | -3.52% | Q4 2025 | Jan 29, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 151,505 | 3,545 | 2.61% | 2.41% | 113 | +10,911 | 7.76% | Q4 2025 | Feb 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 146,292 | 3,423 | 0.72% | 0.71% | 114 | +9,036 | 6.58% | Q4 2025 | Jan 07, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 145,878 | 3,414 | 0.99% | 0.81% | 115 | +30,122 | 26.02% | Q4 2025 | Jan 20, 2026 |
| Strid Group, LLC | History | Added to | 142,635 | 3,338 | 0.42% | 0.21% | 116 | +73,591 | 106.59% | Q4 2025 | Jan 26, 2026 |
| Stonebrook Private Inc. | History | Added to | 137,006 | 3,206 | 0.67% | 0.66% | 117 | +6,016 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 133,250 | 3,118 | 0.41% | 0.38% | 118 | +17,450 | 15.07% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 132,133 | 3,092 | 0.04% | 0.03% | 119 | +40,600 | 44.36% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 129,866 | 3,039 | 0.0% | 0.0% | 120 | +39,819 | 44.22% | Q4 2025 | Feb 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 128,735 | 3,013 | 1.09% | 0.34% | 121 | +89,846 | 231.03% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 127,120 | 2,975 | 0.02% | 0.02% | 122 | +11,743 | 10.18% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Added to | 125,550 | 2,938 | 0.42% | 0.37% | 123 | +18,990 | 17.82% | Q4 2025 | Jan 21, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 125,339 | 2,933 | 0.89% | 0.55% | 124 | +46,519 | 59.02% | Q4 2025 | Feb 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 123,418 | 2,888 | 0.19% | 0.18% | 125 | +15,158 | 14.0% | Q4 2025 | Feb 05, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 122,958 | 2,877 | 0.95% | 0.87% | 126 | +12,182 | 11.0% | Q4 2025 | Jan 08, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 122,269 | 2,861 | 0.49% | 0.29% | 127 | +56,953 | 87.2% | Q4 2025 | Feb 10, 2026 |
| LifePlan Financial, LLC | History | Added to | 115,595 | 2,705 | 2.07% | 2.11% | 128 | +1,928 | 1.7% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 111,526 | 2,610 | 0.01% | — | 129 | +111,526 | New | Q4 2025 | Feb 18, 2026 |
| Marathon Mission, Inc. | History | Added to | 109,569 | 2,564 | 1.48% | 1.53% | 130 | +271 | 0.25% | Q4 2025 | Jan 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 108,462 | 2,535 | 0.03% | 0.03% | 131 | +3,974 | 3.8% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 106,544 | 2,493 | 0.2% | 0.2% | 132 | +4,616 | 4.53% | Q4 2025 | Feb 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 106,192 | 2,485 | 0.04% | 0.04% | 133 | -162 | -0.15% | Q4 2025 | Jan 22, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 105,356 | 2,465 | 0.55% | 0.94% | 134 | -66,913 | -38.84% | Q4 2025 | Feb 06, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 101,900 | 2,384 | 0.09% | 0.09% | 135 | +6,900 | 7.26% | Q4 2025 | Jan 14, 2026 |
| Breachway Investments LLC | History | New | 101,050 | 2,365 | 2.49% | — | 136 | +101,050 | New | Q4 2025 | Jan 27, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 99,900 | 2,338 | 1.34% | 0.89% | 137 | +33,450 | 50.34% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 97,320 | 2,277 | 0.0% | 0.0% | 138 | +5,647 | 6.16% | Q4 2025 | Feb 02, 2026 |
| Composition Wealth, LLC | History | Added to | 95,233 | 2,228 | 0.03% | 0.03% | 139 | +10,736 | 12.71% | Q4 2025 | Feb 02, 2026 |
| 4J Wealth Management LLC | History | Added to | 92,600 | 2,167 | 1.24% | 0.2% | 140 | +78,395 | 551.88% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 92,427 | 2,165 | 0.0% | 0.0% | 141 | +6,470 | 7.53% | Q4 2025 | Jan 08, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 89,377 | 2,091 | 0.18% | 0.14% | 143 | +23,277 | 35.21% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 89,348 | 2,091 | 0.1% | 0.11% | 142 | +1,516 | 1.73% | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 88,582 | 2,073 | 0.07% | 0.06% | 144 | +16,507 | 22.9% | Q4 2025 | Jan 27, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 87,656 | 2,051 | 0.05% | 0.05% | 145 | +1,989 | 2.32% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 87,311 | 2,043 | 0.07% | 0.07% | 146 | +11,898 | 15.78% | Q4 2025 | Feb 04, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 84,510 | 1,977 | 0.11% | 0.1% | 147 | +9,539 | 12.72% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 84,002 | 1,966 | 0.01% | 0.01% | 148 | +18,409 | 28.07% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 81,595 | 1,909 | 0.65% | 0.72% | 149 | -17,903 | -17.99% | Q4 2025 | Feb 06, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 80,613 | 1,886 | 0.21% | 0.2% | 150 | +2,485 | 3.18% | Q4 2025 | Feb 03, 2026 |
| Northstar Group, Inc. | History | New | 80,046 | 1,873 | 0.26% | — | 151 | +80,046 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 76,196 | 1,783 | 0.07% | 0.05% | 152 | +24,162 | 46.44% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning, LLC | History | New | 75,828 | 1,774 | 0.41% | — | 153 | +75,828 | New | Q4 2025 | Mar 17, 2026 |
| Covington Investment Advisors Inc. | History | New | 75,567 | 1,769 | 0.24% | — | 154 | +75,567 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 75,320 | 1,762 | 0.1% | 0.11% | 155 | +430 | 0.57% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 73,901 | 1,729 | 0.17% | — | 156 | +73,901 | New | Q4 2025 | Apr 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 73,423 | 1,718 | 0.02% | 0.02% | 157 | +1,409 | 1.96% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 71,721 | 1,678 | 0.0% | 0.0% | 158 | -88,283 | -55.18% | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | New | 70,735 | 1,655 | 0.07% | — | 159 | +70,735 | New | Q4 2025 | Jan 06, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 68,974 | 1,614 | 1.62% | — | 160 | +68,974 | New | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 68,676 | 1,607 | 0.0% | 0.0% | 161 | +10,553 | 18.16% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 68,536 | 1,604 | 0.07% | 0.07% | 162 | +2,547 | 3.86% | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Management LLC | History | Added to | 68,060 | 1,592 | 0.21% | 0.09% | 163 | +42,258 | 163.78% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 65,516 | 1,533 | 0.77% | 0.58% | 164 | +18,438 | 39.16% | Q4 2025 | Feb 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 65,092 | 1,523 | 0.11% | 0.05% | 165 | +40,456 | 164.21% | Q4 2025 | Jan 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 64,341 | 1,505 | 0.17% | 0.1% | 166 | +28,253 | 78.29% | Q4 2025 | Jan 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 63,886 | 1,495 | 0.98% | 1.13% | 167 | -11,271 | -15.0% | Q4 2025 | Jan 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 63,446 | 1,484 | 0.29% | 0.34% | 168 | -5,679 | -8.22% | Q4 2025 | Feb 04, 2026 |
| COWA, LLC | History | Reduced | 62,894 | 1,472 | 0.45% | 0.5% | 169 | -1,322 | -2.06% | Q4 2025 | Feb 12, 2026 |
| Cyr Financial Inc. | History | Added to | 61,613 | 1,442 | 0.9% | 0.98% | 170 | +457 | 0.75% | Q4 2025 | Jan 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 60,761 | 1,422 | 0.04% | 0.03% | 171 | +6,420 | 11.81% | Q4 2025 | Feb 09, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 60,345 | 1,412 | 0.27% | 0.23% | 172 | +9,250 | 18.1% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 60,197 | 1,408 | 0.01% | 0.0% | 173 | +5,868 | 10.8% | Q4 2025 | Jan 29, 2026 |
| TFR Capital, LLC. | History | New | 59,758 | 1,398 | 0.46% | — | 174 | +59,758 | New | Q4 2025 | Jan 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 59,157 | 1,384 | 0.19% | 0.14% | 175 | +17,735 | 42.82% | Q4 2025 | Jan 15, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 59,018 | 1,381 | 0.85% | 0.95% | 176 | -9,770 | -14.2% | Q4 2025 | Jan 29, 2026 |
| Seneca House Advisors | History | Reduced | 57,146 | 1,337 | 0.5% | 0.59% | 177 | -5,330 | -8.53% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Added to | 54,500 | 1,275 | 0.25% | 0.1% | 178 | +31,779 | 139.87% | Q4 2025 | Feb 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 53,347 | 1,248 | 0.04% | 0.03% | 179 | +5,662 | 11.87% | Q4 2025 | Jan 23, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 52,645 | 1,232 | 0.14% | 0.15% | 180 | -481 | -0.91% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 52,295 | 1,223 | 0.01% | 0.01% | 181 | +11,617 | 28.56% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 51,114 | 1,196 | 0.0% | 0.0% | 182 | +15,118 | 42.0% | Q4 2025 | Feb 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 50,497 | 1,181 | 0.06% | 0.01% | 183 | +40,641 | 412.35% | Q4 2025 | Feb 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 50,100 | 1,172 | 0.1% | 0.08% | 184 | +2,800 | 5.92% | Q4 2025 | Jan 27, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 49,993 | 1,170 | 0.47% | 0.41% | 185 | +5,100 | 11.36% | Q4 2025 | Feb 11, 2026 |
| Reliant Wealth Planning | History | Added to | 49,407 | 1,156 | 0.36% | 0.29% | 186 | +10,832 | 28.08% | Q4 2025 | Feb 12, 2026 |
| Walleye Partners, LLC | History | New | 48,679 | 1,139 | 1.27% | — | 187 | +48,679 | New | Q4 2025 | Jan 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 46,022 | 1,077 | 0.46% | 0.4% | 188 | +8,289 | 21.97% | Q4 2025 | Jan 26, 2026 |
| Gilbert & Cook, Inc. | History | New | 45,516 | 1,065 | 0.13% | — | 189 | +45,516 | New | Q4 2025 | Jan 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 45,367 | 1,061 | 0.27% | 0.27% | 190 | -5,258 | -10.39% | Q4 2025 | Feb 06, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 45,122 | 1,056 | 0.79% | 0.78% | 191 | +2,167 | 5.04% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 44,939 | 1,051 | 0.0% | 0.0% | 192 | -9,908 | -18.06% | Q4 2025 | Feb 17, 2026 |
| Farmers National Bank | History | New | 44,068 | 1,031 | 0.23% | — | 193 | +44,068 | New | Q4 2025 | Mar 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 43,439 | 1,017 | 0.13% | 0.14% | 194 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,998 | 1,006 | 0.01% | 0.0% | 195 | +27,805 | 183.01% | Q4 2025 | Feb 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 42,415 | 992 | 0.14% | — | 196 | +42,415 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 41,590 | 973 | 0.22% | — | 197 | +41,590 | New | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,335 | 967 | 0.01% | 0.01% | 198 | +24,968 | 152.55% | Q4 2025 | Jan 23, 2026 |
| Snider Financial Group | History | Reduced | 41,107 | 962 | 0.26% | 0.39% | 199 | -19,600 | -32.29% | Q4 2025 | Jan 21, 2026 |
| CGN Advisors LLC | History | Reduced | 41,131 | 962 | 0.08% | 0.08% | 200 | -158 | -0.38% | Q4 2025 | Jan 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 40,779 | 955 | 0.0% | 0.0% | 201 | +19,502 | 91.66% | Q4 2025 | Feb 12, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 40,405 | 945 | 0.42% | 0.42% | 202 | -694 | -1.69% | Q4 2025 | Jan 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 40,053 | 937 | 0.03% | 0.01% | 203 | +31,251 | 355.04% | Q4 2025 | Feb 13, 2026 |
| Montecito Bank & Trust | History | Added to | 39,620 | 927 | 0.15% | 0.12% | 204 | +8,006 | 25.32% | Q4 2025 | Jan 09, 2026 |
| STAR Financial Bank | History | Reduced | 39,456 | 923 | 0.47% | 0.56% | 205 | -578 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 39,295 | 919 | 0.67% | 0.68% | 206 | +603 | 1.56% | Q4 2025 | Jan 20, 2026 |
| Jacobi Capital Management LLC | History | New | 39,253 | 918 | 0.05% | — | 207 | +39,253 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 38,751 | 906 | 0.01% | 0.01% | 208 | +1,726 | 4.66% | Q4 2025 | Jan 27, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 15,249 | 882 | 0.36% | — | 209 | +15,249 | New | Q4 2025 | Jan 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 36,309 | 849 | 0.18% | — | 210 | +36,309 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,617 | 833 | 0.0% | 0.03% | 211 | -279,871 | -88.71% | Q4 2025 | Feb 18, 2026 |
| 10Elms LLP | History | Added to | 34,070 | 797 | 0.73% | 0.68% | 213 | +1,700 | 5.25% | Q4 2025 | Feb 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 34,078 | 797 | 0.66% | 0.67% | 212 | -551 | -1.59% | Q4 2025 | Jan 23, 2026 |
| FIRST INTERSTATE BANK | History | No change | 32,753 | 766 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 32,661 | 764 | 0.05% | 0.04% | 215 | +3,895 | 13.54% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 32,499 | 760 | 0.06% | 0.05% | 216 | +3,835 | 13.38% | Q4 2025 | Jan 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 32,337 | 756 | 0.01% | 0.01% | 217 | +5,349 | 19.82% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Reduced | 31,896 | 746 | 0.01% | 0.01% | 218 | -191 | -0.6% | Q4 2025 | Jan 15, 2026 |
| Heartland Bank & Trust Co | History | Added to | 29,604 | 692 | 0.29% | 0.18% | 219 | +10,886 | 58.16% | Q4 2025 | Feb 03, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 29,563 | 691 | 0.43% | 0.38% | 220 | +4,029 | 15.78% | Q4 2025 | Jan 07, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 28,766 | 673 | 0.2% | 0.06% | 221 | +20,112 | 232.4% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,536 | 667 | 0.0% | 0.0% | 222 | +5,145 | 22.0% | Q4 2025 | Feb 02, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 27,893 | 653 | 0.43% | 0.33% | 223 | +6,019 | 27.52% | Q4 2025 | Jan 27, 2026 |
| Curbstone Financial Management Corp | History | New | 27,542 | 644 | 0.12% | — | 224 | +27,542 | New | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 27,484 | 643 | 0.04% | 0.04% | 225 | +309 | 1.14% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,472 | 642 | 0.01% | 0.0% | 226 | +12,999 | 89.82% | Q4 2025 | Feb 17, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 27,035 | 635 | 0.62% | — | 227 | +27,035 | New | Q4 2025 | Feb 17, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 26,908 | 629 | 0.43% | 0.45% | 228 | +345 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 26,759 | 626 | 0.4% | 0.35% | 229 | +2,870 | 12.01% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 26,534 | 621 | 0.1% | 0.06% | 230 | +10,460 | 65.07% | Q4 2025 | Jan 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 26,340 | 616 | 0.07% | 0.07% | 231 | -1,000 | -3.66% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 608 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 25,867 | 605 | 0.0% | — | 234 | +25,867 | New | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 25,863 | 605 | 0.03% | 0.03% | 233 | -274 | -1.05% | Q4 2025 | Feb 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 25,279 | 591 | 0.11% | 0.05% | 235 | +15,037 | 146.82% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,924 | 583 | 0.01% | 0.01% | 236 | +5,960 | 31.43% | Q4 2025 | Jan 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,754 | 579 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hobbs Group Advisors, LLC | History | New | 24,552 | 574 | 0.17% | — | 239 | +24,552 | New | Q4 2025 | Jan 28, 2026 |
| Autumn Glory Partners, LLC | History | No change | 24,566 | 574 | 0.2% | 0.24% | 238 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | No change | 24,349 | 569 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,277 | 568 | 0.0% | — | 241 | +24,277 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 23,914 | 559 | 0.01% | 0.01% | 242 | +213 | 0.9% | Q4 2025 | Feb 09, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 23,804 | 557 | 0.42% | — | 243 | +23,804 | New | Q4 2025 | Mar 02, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 23,762 | 556 | 0.04% | 0.04% | 244 | -987 | -3.99% | Q4 2025 | Jan 20, 2026 |
| FOCUSED ALPHA, LLC | History | New | 23,668 | 553 | 0.16% | — | 245 | +23,668 | New | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 23,505 | 550 | 0.04% | 0.04% | 246 | +3,260 | 16.1% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Added to | 23,448 | 548 | 0.05% | 0.05% | 247 | +583 | 2.55% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 22,520 | 527 | 0.02% | 0.02% | 248 | +5,758 | 34.35% | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | New | 22,094 | 517 | 0.09% | — | 249 | +22,094 | New | Q4 2025 | Feb 02, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 21,682 | 507 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 21,238 | 497 | 0.01% | — | 251 | +21,238 | New | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 21,086 | 493 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prosperity Planning, Inc. | History | Added to | 20,748 | 485 | 0.13% | 0.12% | 253 | +1,494 | 7.76% | Q4 2025 | Jan 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,028 | 468 | 0.03% | 0.02% | 254 | +7,380 | 58.35% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 18,910 | 442 | 0.02% | 0.02% | 255 | +3,998 | 26.81% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | New | 18,454 | 431 | 0.07% | — | 256 | +18,454 | New | Q4 2025 | Feb 09, 2026 |
| Straight Path Wealth Management | History | Added to | 18,435 | 431 | 0.12% | 0.1% | 257 | +2,990 | 19.36% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 18,396 | 430 | 0.01% | 0.01% | 258 | +2,891 | 18.65% | Q4 2025 | Feb 17, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 17,970 | 420 | 0.18% | 0.44% | 260 | -26,721 | -59.79% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,968 | 420 | 0.01% | 0.01% | 259 | +64 | 0.36% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 17,488 | 409 | 0.14% | 0.06% | 261 | +9,530 | 119.75% | Q4 2025 | Jan 28, 2026 |
| KINTRA WEALTH, LLC | History | No change | 17,244 | 403 | 0.06% | 0.23% | 262 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 17,151 | 401 | 0.21% | 0.24% | 263 | -1,234 | -6.71% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | New | 16,788 | 392 | 0.02% | — | 264 | +16,788 | New | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 16,604 | 388 | 0.02% | 0.02% | 265 | +1,000 | 6.41% | Q4 2025 | Jan 29, 2026 |
| Robbins Farley | History | Added to | 16,443 | 384 | 0.17% | 0.08% | 266 | +8,281 | 101.46% | Q4 2025 | Jan 23, 2026 |
| Ledyard National Bank | History | Added to | 16,270 | 380 | 0.03% | 0.03% | 267 | +450 | 2.84% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,095 | 376 | 0.0% | 0.0% | 268 | +3,522 | 28.01% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 15,868 | 371 | 0.03% | — | 269 | +15,868 | New | Q4 2025 | Feb 25, 2026 |
| Beaumont Asset Management, L.L.C. | History | New | 15,601 | 365 | 0.18% | — | 270 | +15,601 | New | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | Added to | 14,955 | 350 | 0.04% | 0.01% | 271 | +10,655 | 247.79% | Q4 2025 | Jan 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 14,626 | 342 | 0.06% | 0.05% | 272 | +1,068 | 7.88% | Q4 2025 | Jan 28, 2026 |
| TABLEAUX LLC | History | Reduced | 14,482 | 338 | 0.24% | 0.16% | 274 | -2,796 | -16.18% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 14,428 | 338 | 0.01% | 0.01% | 273 | -759 | -5.0% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | New | 14,196 | 332 | 0.03% | — | 275 | +14,196 | New | Q4 2025 | Feb 11, 2026 |
| Hyposwiss Advisors SA | History | New | 14,060 | 329 | 0.32% | — | 276 | +14,060 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 14,027 | 328 | 0.04% | 0.04% | 277 | +215 | 1.56% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 13,979 | 327 | 0.0% | 0.0% | 278 | +2,373 | 20.45% | Q4 2025 | Jan 21, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 13,527 | 316 | 0.04% | 0.07% | 279 | -8,009 | -37.19% | Q4 2025 | Jan 26, 2026 |
| REDW Wealth LLC | History | No change | 13,420 | 314 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Element Wealth, LLC | History | Added to | 13,316 | 311 | 0.13% | 0.14% | 281 | +33 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 12,867 | 301 | 0.17% | 0.17% | 282 | +1,833 | 16.61% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,760 | 298 | 0.01% | 0.01% | 283 | -2,599 | -16.92% | Q4 2025 | Feb 19, 2026 |
| Atwater Malick LLC | History | New | 12,673 | 296 | 0.08% | — | 285 | +12,673 | New | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,660 | 296 | 0.0% | 0.0% | 284 | +2,980 | 30.79% | Q4 2025 | Feb 13, 2026 |
| Carroll Advisory Group, LLC | History | New | 12,622 | 295 | 0.13% | — | 287 | +12,622 | New | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,621 | 295 | 0.0% | 0.0% | 286 | +474 | 3.9% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 12,150 | 284 | 0.01% | 0.0% | 288 | +8,400 | 224.0% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,638 | 272 | 0.0% | 0.0% | 289 | +503 | 4.52% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 11,455 | 268 | 0.02% | 0.02% | 290 | +2,284 | 24.9% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,473 | 268 | 0.01% | 0.01% | 291 | +73 | 0.64% | Q4 2025 | Feb 03, 2026 |
| HANOVER ADVISORS INC | History | New | 11,406 | 266 | 0.1% | — | 292 | +11,406 | New | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 11,308 | 265 | 0.01% | 0.01% | 293 | +104 | 0.93% | Q4 2025 | Feb 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,306 | 264 | 0.03% | 0.03% | 294 | +204 | 1.84% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 11,136 | 260 | 0.01% | — | 295 | +11,136 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 11,145 | 260 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,110 | 260 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,108 | 259 | 0.0% | 0.0% | 298 | -341 | -2.98% | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Partners LLC | History | New | 11,012 | 257 | 0.22% | — | 299 | +11,012 | New | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 10,860 | 254 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,791 | 252 | 0.01% | 0.01% | 301 | +125 | 1.17% | Q4 2025 | Jan 28, 2026 |
| MLP3, LLC | History | New | 10,252 | 239 | 0.26% | — | 302 | +10,252 | New | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | New | 10,086 | 236 | 0.01% | — | 303 | +10,086 | New | Q4 2025 | Jan 26, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 10,000 | 234 | 0.2% | — | 305 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Reduced | 10,015 | 234 | 0.0% | 0.01% | 304 | -2,250 | -18.34% | Q4 2025 | Jan 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 9,928 | 232 | 0.05% | — | 306 | +9,928 | New | Q4 2025 | Feb 18, 2026 |
| WJ Wealth Management, LLC | History | New | 9,800 | 229 | 0.1% | — | 307 | +9,800 | New | Q4 2025 | Feb 05, 2026 |
| Miller Capital Partners, Inc. | History | New | 9,675 | 226 | 0.11% | — | 308 | +9,675 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,426 | 220 | 0.0% | 0.0% | 309 | +243 | 2.65% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 9,251 | 216 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 9,080 | 212 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,900 | 208 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 8,548 | 200 | 0.03% | — | 313 | +8,548 | New | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,542 | 199 | 0.0% | 0.0% | 314 | +212 | 2.55% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | New | 7,972 | 186 | 0.0% | — | 315 | +7,972 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,045 | 164 | 0.02% | 0.01% | 316 | +4,393 | 165.65% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | New | 6,747 | 157 | 0.0% | — | 317 | +6,747 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,332 | 148 | 0.01% | — | 318 | +6,332 | New | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 5,693 | 133 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,625 | 131 | 0.01% | — | 320 | +5,625 | New | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | New | 5,386 | 126 | 0.0% | — | 321 | +5,386 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 5,284 | 123 | 0.01% | 0.01% | 322 | +452 | 9.35% | Q4 2025 | Jan 05, 2026 |
| SageView Advisory Group, LLC | History | New | 5,049 | 118 | 0.0% | — | 323 | +5,049 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | New | 4,470 | 104 | 0.02% | — | 324 | +4,470 | New | Q4 2025 | Feb 05, 2026 |
| Trust Co | History | Added to | 4,003 | 93 | 0.01% | 0.01% | 325 | +727 | 22.19% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,881 | 90 | 0.0% | 0.0% | 326 | +3,066 | 376.2% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | New | 3,830 | 89 | 0.01% | — | 327 | +3,830 | New | Q4 2025 | Jan 22, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,682 | 86 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | Reduced | 3,400 | 79 | 0.03% | 0.06% | 329 | -2,304 | -40.39% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,064 | 71 | 0.0% | 0.0% | 330 | +1,055 | 52.51% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 2,850 | 66 | 0.0% | — | 331 | +2,850 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,507 | 58 | 0.0% | 0.0% | 332 | -214 | -7.86% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,300 | 53 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 2,100 | 49 | 0.02% | — | 334 | +2,100 | New | Q4 2025 | Jan 05, 2026 |
| Stephens Consulting, LLC | History | New | 1,583 | 37 | 0.01% | — | 335 | +1,583 | New | Q4 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,529 | 35 | 0.0% | 0.0% | 336 | -1,125 | -42.39% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | No change | 1,480 | 34 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,398 | 32 | 0.0% | 0.0% | 338 | -87 | -5.86% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,359 | 31 | 0.0% | 0.0% | 339 | +670 | 97.24% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 1,275 | 29 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 1,239 | 28 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 868 | 20 | 0.0% | 0.0% | 343 | +13 | 1.52% | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | No change | 870 | 20 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 761 | 18 | 0.01% | 0.01% | 345 | +13 | 1.74% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 811 | 18 | 0.0% | 0.0% | 346 | +12 | 1.5% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | No change | 717 | 16 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | No change | 642 | 15 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 530 | 12 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Reduced | 430 | 10 | 0.0% | 0.01% | 350 | -302 | -41.26% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 329 | 8 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 325 | 7 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 112 | 3 | 0.0% | — | 354 | +112 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 162 | 3 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 68 | 1 | 0.0% | 0.0% | 355 | +1 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quantum Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -167,228 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -146,023 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -130,049 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -126,028 | -100.0% | Q3 2025 | Oct 16, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,471 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,436 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.04% | — | -14,550 | -100.0% | Q3 2025 | Nov 04, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.1% | — | -13,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,880 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -8,775 | -100.0% | Q3 2025 | Oct 28, 2025 |
| American Money Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,542 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,391 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,661 | -100.0% | Q3 2025 | Oct 24, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,719 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -694 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -682 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 06, 2025 |