iSHARES TRUST - IBDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,141,072 | 179,673 | 0.01% | 0.01% | 1 | +2,591,744 | 46.7% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,189,596 | 136,604 | 0.21% | 0.14% | 2 | +2,332,189 | 60.46% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,933,256 | 130,946 | 0.94% | 0.91% | 3 | +307,755 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,912,881 | 86,357 | 1.32% | 1.34% | 4 | +229,566 | 6.23% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,572,524 | 78,845 | 0.0% | 0.0% | 5 | +663,076 | 22.79% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,549,093 | 78,328 | 0.02% | 0.02% | 6 | +1,084,298 | 43.99% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,032,393 | 66,924 | 0.01% | 0.01% | 7 | +185,638 | 6.52% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 3,026,891 | 66,803 | 1.08% | 1.09% | 8 | +83,039 | 2.82% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,342,102 | 51,690 | 0.01% | — | 9 | +2,342,102 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,292,925 | 50,604 | 0.06% | 0.05% | 10 | +146,128 | 6.81% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 1,873,007 | 41,337 | 0.01% | 0.0% | 11 | +474,845 | 33.96% | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | Added to | 1,652,913 | 36,479 | 0.51% | 0.02% | 12 | +1,580,200 | 2173.2% | Q4 2025 | Feb 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,624,318 | 35,848 | 1.82% | 1.88% | 13 | -9,579 | -0.59% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 1,574,557 | 34,750 | 0.51% | 0.52% | 14 | +22,072 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,569,753 | 34,644 | 1.67% | 1.6% | 15 | +133,773 | 9.32% | Q4 2025 | Jan 29, 2026 |
| Gratus Wealth Advisors, LLC | History | New | 1,482,987 | 32,729 | 4.54% | — | 16 | +1,482,987 | New | Q4 2025 | Feb 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,478,715 | 32,635 | 2.19% | 1.5% | 17 | +491,085 | 49.72% | Q4 2025 | Jan 08, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,376,104 | 30,370 | 2.04% | — | 18 | +1,376,104 | New | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,134,774 | 25,044 | 0.09% | 0.1% | 19 | +185,274 | 19.51% | Q4 2025 | Feb 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,127,064 | 24,874 | 0.43% | 0.42% | 20 | +69,510 | 6.57% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 1,120,067 | 24,719 | 0.03% | 0.03% | 21 | +19,818 | 1.8% | Q4 2025 | Jan 30, 2026 |
| RVW Wealth, LLC | History | New | 1,113,152 | 24,567 | 1.88% | — | 22 | +1,113,152 | New | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 957,483 | 21,131 | 0.02% | 0.02% | 23 | +81,765 | 9.34% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 953,887 | 21,052 | 1.32% | 1.17% | 24 | +158,362 | 19.91% | Q4 2025 | Jan 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 947,056 | 20,901 | 0.25% | 0.25% | 25 | +52,083 | 5.82% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 857,484 | 18,924 | 0.01% | 0.0% | 26 | +346,453 | 67.79% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 835,858 | 18,447 | 1.77% | 1.7% | 27 | +37,787 | 4.73% | Q4 2025 | Feb 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 807,024 | 17,811 | 0.68% | 0.58% | 28 | +114,871 | 16.6% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 722,666 | 15,949 | 0.08% | — | 29 | +722,666 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 695,875 | 15,357 | 0.02% | 0.02% | 30 | +52,768 | 8.21% | Q4 2025 | Feb 12, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 667,192 | 14,724 | 1.47% | 1.46% | 31 | +23,165 | 3.6% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 616,019 | 13,595 | 0.02% | 0.0% | 32 | +507,491 | 467.61% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 604,975 | 13,351 | 0.02% | 0.03% | 33 | +12,712 | 2.15% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 599,953 | 13,241 | 0.0% | 0.0% | 34 | +6,523 | 1.1% | Q4 2025 | Feb 17, 2026 |
| PFG Private Wealth Management, LLC | History | New | 586,432 | 12,942 | 5.66% | — | 35 | +586,432 | New | Q4 2025 | Jan 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 568,050 | 12,595 | 0.41% | 0.43% | 36 | +5,652 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Added to | 533,013 | 11,758 | 1.99% | 1.95% | 37 | +37,048 | 7.47% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 475,819 | 10,501 | 0.04% | 0.02% | 38 | +292,546 | 159.62% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 467,361 | 10,314 | 0.02% | 0.0% | 39 | +426,739 | 1050.51% | Q4 2025 | Feb 17, 2026 |
| Probity Advisors, Inc. | History | Added to | 465,937 | 10,283 | 1.65% | 1.6% | 40 | +20,079 | 4.5% | Q4 2025 | Jan 27, 2026 |
| REBALANCE, LLC | History | New | 459,388 | 10,138 | 0.59% | — | 41 | +459,388 | New | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 454,157 | 10,022 | 0.11% | 0.09% | 42 | +103,725 | 29.6% | Q4 2025 | Feb 02, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 452,987 | 9,997 | 0.72% | 0.61% | 43 | +80,761 | 21.7% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 451,164 | 9,957 | 0.02% | 0.02% | 44 | +34,296 | 8.23% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 450,474 | 9,941 | 0.33% | 0.24% | 45 | +130,672 | 40.86% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 439,182 | 9,692 | 1.6% | 1.6% | 46 | +17,404 | 4.13% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 437,990 | 9,666 | 0.25% | 0.22% | 47 | +81,328 | 22.8% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 436,437 | 9,632 | 0.19% | 0.14% | 48 | +143,265 | 48.87% | Q4 2025 | Feb 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 432,913 | 9,554 | 0.1% | 0.11% | 49 | +680 | 0.16% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 426,949 | 9,422 | 1.08% | 1.05% | 50 | +20,696 | 5.09% | Q4 2025 | Jan 27, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 426,638 | 9,415 | 1.71% | 1.72% | 51 | +29,438 | 7.41% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 418,763 | 9,242 | 1.24% | — | 52 | +418,763 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 409,209 | 9,031 | 0.0% | 0.0% | 53 | +322,014 | 369.3% | Q4 2025 | Feb 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 397,616 | 8,775 | 2.03% | 1.73% | 54 | +73,262 | 22.59% | Q4 2025 | Feb 11, 2026 |
| Centric Wealth Management | History | Added to | 394,285 | 8,690 | 1.84% | 1.87% | 55 | +14,227 | 3.74% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 380,981 | 8,408 | 0.02% | 0.02% | 56 | +15,251 | 4.17% | Q4 2025 | Feb 05, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 369,742 | 8,160 | 4.47% | 4.3% | 57 | +25,605 | 7.44% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 362,828 | 8,007 | 0.15% | 0.11% | 58 | +98,125 | 37.07% | Q4 2025 | Feb 04, 2026 |
| Peloton Wealth Strategists | History | Added to | 359,850 | 7,942 | 3.08% | 2.58% | 59 | +63,600 | 21.47% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 353,005 | 7,790 | 0.14% | 0.11% | 60 | +77,443 | 28.1% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 344,445 | 7,601 | 0.04% | 0.02% | 61 | +210,711 | 157.56% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 329,418 | 7,270 | 0.0% | 0.0% | 62 | +61,038 | 22.74% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning, LLC | History | New | 328,400 | 7,254 | 1.68% | — | 63 | +328,400 | New | Q4 2025 | Mar 17, 2026 |
| Glenview Trust Co | History | Added to | 322,229 | 7,111 | 0.11% | 0.09% | 64 | +69,634 | 27.57% | Q4 2025 | Feb 09, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 293,682 | 6,481 | 3.02% | 0.12% | 65 | +282,604 | 2551.04% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | Added to | 285,447 | 6,305 | 0.02% | 0.02% | 66 | +14,656 | 5.41% | Q4 2025 | Feb 10, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 277,002 | 6,113 | 1.21% | 1.16% | 67 | +21,492 | 8.41% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 269,444 | 5,946 | 0.02% | — | 68 | +269,444 | New | Q4 2025 | Feb 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 254,945 | 5,626 | 1.48% | 1.51% | 69 | +20,026 | 8.52% | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 252,808 | 5,579 | 3.32% | 3.38% | 70 | +6,728 | 2.73% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | New | 248,375 | 5,481 | 0.05% | — | 71 | +248,375 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 248,375 | 5,481 | 2.23% | 2.14% | 72 | -895 | -0.36% | Q4 2025 | Jan 15, 2026 |
| Krilogy Financial LLC | History | Added to | 244,936 | 5,413 | 0.18% | 0.19% | 73 | +8,911 | 3.78% | Q4 2025 | Jan 27, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 239,722 | 5,290 | 2.62% | 2.55% | 74 | +11,830 | 5.19% | Q4 2025 | Jan 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 239,343 | 5,282 | 0.33% | 0.3% | 75 | +24,702 | 11.51% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 233,606 | 5,155 | 0.06% | 0.0% | 76 | +223,981 | 2327.08% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 229,845 | 5,072 | 0.01% | 0.01% | 77 | +28,911 | 14.39% | Q4 2025 | Feb 17, 2026 |
| Windsor Capital Management, LLC | History | Added to | 228,521 | 5,043 | 1.39% | 1.34% | 78 | +9,002 | 4.1% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Added to | 227,513 | 5,021 | 0.11% | 0.07% | 79 | +100,822 | 79.58% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 224,886 | 4,963 | 0.09% | 0.09% | 80 | -4,794 | -2.09% | Q4 2025 | Feb 17, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 210,973 | 4,656 | 3.98% | 7.8% | 81 | -185,951 | -46.85% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 206,486 | 4,557 | 0.01% | 0.01% | 82 | +43,489 | 26.68% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 204,836 | 4,520 | 0.0% | 0.0% | 83 | -102,498 | -33.35% | Q4 2025 | Feb 10, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | New | 200,860 | 4,432 | 2.59% | — | 85 | +200,860 | New | Q4 2025 | Jan 26, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 200,827 | 4,432 | 2.11% | 1.83% | 84 | -1,174 | -0.58% | Q4 2025 | Feb 12, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 197,348 | 4,362 | 1.66% | 1.54% | 86 | +118,298 | 149.65% | Q4 2025 | Feb 10, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 196,868 | 4,344 | 2.34% | — | 87 | +196,868 | New | Q4 2025 | Mar 12, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 193,880 | 4,284 | 2.68% | 2.67% | 88 | +3,256 | 1.71% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 181,404 | 4,010 | 0.01% | 0.01% | 89 | +11,956 | 7.06% | Q4 2025 | Jan 08, 2026 |
| Rossmore Private Capital | History | Added to | 178,033 | 3,929 | 0.35% | 0.29% | 90 | +55,640 | 45.46% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 169,984 | 3,751 | 0.21% | 0.23% | 91 | +2,129 | 1.27% | Q4 2025 | Feb 11, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 162,956 | 3,596 | 1.08% | 0.75% | 92 | +53,181 | 48.45% | Q4 2025 | Feb 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 161,308 | 3,560 | 0.4% | 0.36% | 93 | +27,344 | 20.41% | Q4 2025 | Jan 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 155,786 | 3,438 | 0.72% | 0.71% | 94 | +9,438 | 6.45% | Q4 2025 | Jan 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 155,777 | 3,437 | 0.39% | 0.27% | 95 | +48,261 | 44.89% | Q4 2025 | Jan 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 154,401 | 3,407 | 0.22% | 0.21% | 96 | +4,145 | 2.76% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 150,426 | 3,319 | 0.0% | 0.0% | 97 | +85,541 | 131.83% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 149,614 | 3,301 | 0.02% | 0.03% | 98 | +8,844 | 6.28% | Q4 2025 | Feb 18, 2026 |
| Stonebrook Private Inc. | History | Added to | 144,897 | 3,197 | 0.67% | 0.49% | 99 | +43,230 | 42.52% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 132,826 | 2,930 | 0.96% | 0.86% | 100 | +17,145 | 14.82% | Q4 2025 | Jan 08, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 130,442 | 2,878 | 0.22% | 0.15% | 101 | +39,707 | 43.76% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 129,502 | 2,858 | 0.07% | 0.06% | 102 | -422 | -0.32% | Q4 2025 | Feb 11, 2026 |
| LifePlan Financial, LLC | History | Added to | 122,362 | 2,700 | 2.07% | 2.1% | 103 | +2,900 | 2.43% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 120,957 | 2,669 | 0.0% | 0.0% | 104 | +35,026 | 40.76% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 118,125 | 2,607 | 0.02% | 0.01% | 105 | +36,535 | 44.78% | Q4 2025 | Feb 17, 2026 |
| Twin Cities Retirement Group LLC | History | New | 115,479 | 2,548 | 2.46% | — | 106 | +115,479 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 113,856 | 2,512 | 0.04% | 0.05% | 107 | +5,875 | 5.44% | Q4 2025 | Feb 06, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 112,398 | 2,480 | 0.71% | 0.74% | 108 | -577 | -0.51% | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Added to | 111,424 | 2,459 | 0.18% | 0.32% | 109 | +1,164 | 1.06% | Q4 2025 | Jan 21, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 109,615 | 2,419 | 0.16% | 0.07% | 110 | +65,126 | 146.39% | Q4 2025 | Feb 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 107,518 | 2,391 | 1.43% | 1.5% | 111 | +10,607 | 10.95% | Q4 2025 | Feb 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 105,063 | 2,318 | 0.03% | 0.02% | 112 | +28,542 | 37.3% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 104,322 | 2,302 | 0.03% | 0.01% | 113 | +71,737 | 220.15% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 100,900 | 2,226 | 0.29% | 0.28% | 114 | +9,950 | 10.94% | Q4 2025 | Jan 30, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 98,624 | 2,176 | 0.06% | 0.05% | 115 | +7,941 | 8.76% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 93,926 | 2,072 | 0.17% | 0.1% | 116 | +44,561 | 90.27% | Q4 2025 | Feb 06, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 93,174 | 2,056 | 1.15% | 1.14% | 117 | +13,461 | 16.89% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 91,176 | 2,012 | 0.01% | 0.0% | 118 | +52,189 | 133.86% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 91,120 | 2,011 | 0.07% | 0.07% | 119 | +4,940 | 5.73% | Q4 2025 | Feb 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 88,919 | 1,962 | 0.27% | 1.11% | 120 | +253 | 0.29% | Q4 2025 | Feb 18, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 87,762 | 1,936 | 1.0% | 0.87% | 121 | +12,539 | 16.67% | Q4 2025 | Jan 29, 2026 |
| WRAPMANAGER INC | History | Reduced | 87,711 | 1,935 | 0.65% | 0.73% | 122 | -20,107 | -18.65% | Q4 2025 | Feb 06, 2026 |
| Segment Wealth Management, LLC | History | Added to | 86,810 | 1,915 | 0.11% | 0.11% | 123 | +980 | 1.14% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 83,425 | 1,841 | 0.07% | 0.02% | 124 | +56,006 | 204.26% | Q4 2025 | Jan 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 81,967 | 1,809 | 0.1% | 0.09% | 125 | +10,676 | 14.98% | Q4 2025 | Jan 29, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 81,802 | 1,805 | 0.79% | 0.8% | 126 | -9,326 | -10.23% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 81,618 | 1,801 | 0.03% | 0.03% | 127 | -800 | -0.97% | Q4 2025 | Jan 22, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 81,382 | 1,796 | 0.52% | 0.36% | 128 | +27,265 | 50.38% | Q4 2025 | Jan 20, 2026 |
| BEACON FINANCIAL GROUP | History | New | 79,301 | 1,750 | 0.17% | — | 129 | +79,301 | New | Q4 2025 | Apr 01, 2026 |
| Breachway Investments LLC | History | New | 78,785 | 1,738 | 1.83% | — | 130 | +78,785 | New | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 77,077 | 1,701 | 0.02% | 0.02% | 131 | +1,494 | 1.98% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | Added to | 76,460 | 1,687 | 0.24% | 0.16% | 132 | +25,745 | 50.76% | Q4 2025 | Jan 21, 2026 |
| SPINNAKER TRUST | History | Added to | 76,090 | 1,679 | 0.09% | 0.07% | 133 | +15,586 | 25.76% | Q4 2025 | Feb 10, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 75,816 | 1,673 | 0.18% | 0.17% | 134 | +4,674 | 6.57% | Q4 2025 | Feb 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 73,758 | 1,627 | 0.02% | 0.0% | 135 | +63,558 | 623.12% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 72,760 | 1,605 | 0.34% | 0.34% | 136 | +3,806 | 5.52% | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 70,147 | 1,548 | 0.3% | 0.36% | 137 | -6,544 | -8.53% | Q4 2025 | Feb 04, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 70,128 | 1,547 | 0.77% | 0.61% | 138 | +15,086 | 27.41% | Q4 2025 | Jan 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 68,000 | 1,500 | 0.06% | 0.06% | 139 | +3,700 | 5.75% | Q4 2025 | Jan 14, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 65,985 | 1,456 | 0.43% | 0.12% | 140 | +48,170 | 270.39% | Q4 2025 | Jan 16, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 65,857 | 1,453 | 0.95% | 1.05% | 141 | -8,357 | -11.26% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 64,387 | 1,421 | 0.01% | 0.01% | 142 | +15,339 | 31.27% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 61,711 | 1,361 | 0.01% | 0.0% | 143 | +20,786 | 50.79% | Q4 2025 | Feb 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 61,600 | 1,359 | 0.78% | 0.48% | 144 | +23,500 | 61.68% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 60,420 | 1,333 | 0.04% | 0.03% | 145 | +9,697 | 19.12% | Q4 2025 | Jan 23, 2026 |
| NovaPoint Capital, LLC | History | Added to | 59,047 | 1,303 | 0.34% | 0.28% | 146 | +7,271 | 14.04% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Added to | 58,910 | 1,300 | 0.02% | 0.02% | 147 | +7,178 | 13.88% | Q4 2025 | Feb 02, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 55,611 | 1,227 | 0.44% | 0.28% | 148 | +21,575 | 63.39% | Q4 2025 | Jan 26, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 54,994 | 1,213 | 0.14% | 0.15% | 149 | -505 | -0.91% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 53,693 | 1,185 | 0.02% | 0.01% | 150 | -680 | -1.25% | Q4 2025 | Feb 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 52,960 | 1,168 | 0.05% | 0.06% | 151 | +631 | 1.21% | Q4 2025 | Jan 12, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | New | 51,600 | 1,139 | 0.22% | — | 152 | +51,600 | New | Q4 2025 | Jan 30, 2026 |
| Walleye Partners, LLC | History | New | 51,485 | 1,136 | 1.26% | — | 153 | +51,485 | New | Q4 2025 | Jan 28, 2026 |
| InvesTrust | History | Added to | 51,354 | 1,133 | 0.44% | 0.11% | 154 | +37,688 | 275.78% | Q4 2025 | Jan 14, 2026 |
| Bank of New Hampshire | History | New | 50,035 | 1,104 | 0.25% | — | 155 | +50,035 | New | Q4 2025 | Mar 16, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 49,540 | 1,092 | 0.01% | 0.02% | 156 | -6,242 | -11.19% | Q4 2025 | Feb 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 48,715 | 1,075 | 0.27% | 0.27% | 157 | -4,808 | -8.98% | Q4 2025 | Feb 06, 2026 |
| Farmers National Bank | History | New | 48,343 | 1,066 | 0.24% | — | 158 | +48,343 | New | Q4 2025 | Mar 12, 2026 |
| Gilbert & Cook, Inc. | History | New | 48,214 | 1,064 | 0.13% | — | 159 | +48,214 | New | Q4 2025 | Jan 07, 2026 |
| REDW Wealth LLC | History | Reduced | 47,780 | 1,054 | 0.4% | 0.41% | 160 | -768 | -1.58% | Q4 2025 | Jan 28, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | New | 46,886 | 1,034 | 0.31% | — | 161 | +46,886 | New | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | Added to | 45,366 | 1,001 | 0.16% | 0.12% | 162 | +11,374 | 33.46% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 44,570 | 983 | 0.01% | 0.01% | 163 | +12,841 | 40.47% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,521 | 938 | 0.01% | 0.01% | 164 | +278 | 0.66% | Q4 2025 | Feb 13, 2026 |
| COWA, LLC | History | Added to | 42,400 | 935 | 0.28% | 0.26% | 165 | +6,884 | 19.38% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 41,195 | 909 | 0.03% | 0.03% | 166 | +10,982 | 36.35% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 40,766 | 899 | 0.05% | 0.05% | 167 | +4,172 | 11.4% | Q4 2025 | Feb 13, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 40,150 | 886 | 0.89% | — | 168 | +40,150 | New | Q4 2025 | Jan 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 38,453 | 848 | 0.11% | 0.09% | 169 | +8,199 | 27.1% | Q4 2025 | Jan 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 37,896 | 836 | 0.07% | 0.06% | 170 | +5,118 | 15.61% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 37,795 | 834 | 0.18% | — | 171 | +37,795 | New | Q4 2025 | Feb 02, 2026 |
| Foundry Financial Group, Inc. | History | New | 37,643 | 830 | 0.42% | — | 172 | +37,643 | New | Q4 2025 | Feb 04, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 37,128 | 819 | 0.36% | 0.36% | 173 | -465 | -1.24% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Reduced | 36,790 | 811 | 0.06% | 0.07% | 174 | -2,543 | -6.47% | Q4 2025 | Jan 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 34,765 | 767 | 0.11% | 0.11% | 175 | +406 | 1.18% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 34,627 | 764 | 0.06% | 0.02% | 176 | +21,877 | 171.58% | Q4 2025 | Jan 07, 2026 |
| STAR Financial Bank | History | Reduced | 34,276 | 756 | 0.39% | 0.46% | 177 | -617 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Reliant Wealth Planning | History | Added to | 33,366 | 736 | 0.23% | 0.12% | 178 | +16,809 | 101.52% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | New | 33,024 | 728 | 0.01% | — | 179 | +33,024 | New | Q4 2025 | Jan 15, 2026 |
| FIRST INTERSTATE BANK | History | No change | 32,782 | 723 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 32,329 | 713 | 0.54% | 0.4% | 181 | +8,926 | 38.14% | Q4 2025 | Jan 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 31,983 | 705 | 0.15% | 0.14% | 182 | +3,434 | 12.03% | Q4 2025 | Jan 22, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 31,290 | 690 | 0.43% | 0.38% | 183 | +4,271 | 15.81% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | No change | 30,519 | 673 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 29,999 | 662 | 0.17% | 0.17% | 185 | +564 | 1.92% | Q4 2025 | Feb 06, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 29,225 | 645 | 0.42% | 0.31% | 186 | +7,047 | 31.77% | Q4 2025 | Jan 27, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 28,299 | 624 | 0.27% | 0.27% | 187 | +1,711 | 6.44% | Q4 2025 | Jan 26, 2026 |
| 10Elms LLP | History | Added to | 27,641 | 610 | 0.56% | 0.52% | 188 | +1,700 | 6.55% | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | New | 27,594 | 609 | 0.03% | — | 189 | +27,594 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,562 | 608 | 0.0% | 0.0% | 190 | +6,650 | 31.8% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Added to | 27,225 | 600 | 0.03% | 0.02% | 191 | +9,960 | 57.69% | Q4 2025 | Feb 12, 2026 |
| Hyposwiss Advisors SA | History | New | 26,425 | 583 | 0.57% | — | 193 | +26,425 | New | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 26,402 | 583 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | New | 26,131 | 576 | 0.02% | — | 194 | +26,131 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 573 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TABLEAUX LLC | History | New | 25,176 | 555 | 0.39% | — | 196 | +25,176 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,941 | 550 | 0.0% | 0.0% | 197 | +1,668 | 7.17% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 24,666 | 544 | 0.0% | 0.0% | 198 | +12,354 | 100.34% | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | No change | 23,845 | 526 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| XML Financial, LLC | History | Added to | 23,446 | 517 | 0.04% | 0.02% | 201 | +11,208 | 91.58% | Q4 2025 | Feb 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 23,470 | 517 | 0.02% | 0.02% | 200 | +6,605 | 39.16% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,268 | 513 | 0.01% | 0.01% | 202 | +5,020 | 27.51% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 23,041 | 508 | 0.01% | — | 203 | +23,041 | New | Q4 2025 | Feb 12, 2026 |
| Redwood Financial Network Corp | History | Added to | 22,922 | 505 | 0.32% | 0.27% | 204 | +3,496 | 18.0% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | New | 22,728 | 501 | 0.1% | — | 205 | +22,728 | New | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,331 | 492 | 0.0% | 0.0% | 206 | +2,580 | 13.06% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 22,028 | 486 | 0.0% | — | 208 | +22,028 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,064 | 486 | 0.0% | 0.0% | 207 | +5,342 | 31.95% | Q4 2025 | Feb 13, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 21,430 | 472 | 0.35% | — | 209 | +21,430 | New | Q4 2025 | Mar 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,381 | 471 | 0.01% | 0.01% | 210 | +1,194 | 5.91% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | New | 20,593 | 454 | 0.08% | — | 211 | +20,593 | New | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 20,564 | 453 | 0.03% | 0.03% | 212 | -4,965 | -19.45% | Q4 2025 | Feb 10, 2026 |
| Prosperity Planning, Inc. | History | Added to | 20,516 | 452 | 0.12% | 0.09% | 213 | +4,764 | 30.24% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 20,279 | 447 | 0.01% | 0.01% | 214 | -675 | -3.22% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | No change | 19,710 | 435 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | New | 19,563 | 431 | 0.07% | — | 216 | +19,563 | New | Q4 2025 | Feb 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 18,920 | 417 | 0.02% | 0.02% | 217 | +2,308 | 13.89% | Q4 2025 | Jan 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 18,620 | 410 | 0.03% | 0.02% | 218 | +5,775 | 44.96% | Q4 2025 | Feb 04, 2026 |
| Fortis Capital Management LLC | History | Reduced | 18,204 | 401 | 0.05% | 0.06% | 219 | -1,129 | -5.84% | Q4 2025 | Feb 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 17,831 | 393 | 0.02% | 0.01% | 220 | +4,684 | 35.63% | Q4 2025 | Jan 06, 2026 |
| American Trust | History | Added to | 17,291 | 381 | 0.03% | 0.03% | 221 | +607 | 3.64% | Q4 2025 | Feb 17, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 17,203 | 379 | 0.1% | 0.05% | 222 | +7,294 | 73.61% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 17,103 | 377 | 0.0% | 0.0% | 223 | +1,210 | 7.61% | Q4 2025 | Feb 09, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 16,933 | 373 | 0.04% | 0.05% | 224 | -3,746 | -18.11% | Q4 2025 | Jan 08, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 16,900 | 372 | 0.17% | 0.15% | 225 | +2,500 | 17.36% | Q4 2025 | Jan 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 16,493 | 364 | 0.01% | — | 226 | +16,493 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | New | 16,077 | 354 | 0.0% | — | 227 | +16,077 | New | Q4 2025 | Feb 10, 2026 |
| Straight Path Wealth Management | History | Added to | 15,944 | 351 | 0.09% | 0.07% | 228 | +3,395 | 27.05% | Q4 2025 | Feb 11, 2026 |
| Cyr Financial Inc. | History | New | 15,602 | 344 | 0.21% | — | 230 | +15,602 | New | Q4 2025 | Jan 16, 2026 |
| Golden State Equity Partners | History | No change | 15,600 | 344 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 15,359 | 338 | 0.02% | 0.01% | 231 | +5,657 | 58.31% | Q4 2025 | Jan 26, 2026 |
| 4J Wealth Management LLC | History | Added to | 15,168 | 334 | 0.19% | 0.2% | 232 | +100 | 0.66% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Added to | 14,904 | 328 | 0.0% | 0.0% | 233 | +897 | 6.4% | Q4 2025 | Jan 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 14,789 | 326 | 0.22% | 0.2% | 234 | +1,996 | 15.6% | Q4 2025 | Feb 09, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 14,720 | 324 | 0.05% | 0.05% | 235 | +1,359 | 10.17% | Q4 2025 | Jan 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 14,600 | 322 | 0.05% | 0.02% | 236 | +9,148 | 167.79% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 14,518 | 321 | 0.0% | — | 237 | +14,518 | New | Q4 2025 | Feb 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 14,461 | 319 | 0.04% | 0.04% | 238 | +217 | 1.52% | Q4 2025 | Jan 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 13,952 | 308 | 0.01% | 0.01% | 239 | -717 | -4.89% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | New | 13,709 | 302 | 0.02% | — | 241 | +13,709 | New | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,709 | 302 | 0.02% | 0.02% | 240 | +1,215 | 9.72% | Q4 2025 | Feb 03, 2026 |
| Element Wealth, LLC | History | New | 12,886 | 284 | 0.12% | — | 243 | +12,886 | New | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 12,877 | 284 | 0.02% | 0.02% | 242 | +106 | 0.83% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | New | 12,962 | 283 | 0.0% | — | 244 | +12,962 | New | Q4 2025 | Jan 27, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 12,786 | 282 | 0.05% | 0.05% | 245 | +698 | 5.77% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,517 | 276 | 0.01% | 0.01% | 246 | +1,322 | 11.81% | Q4 2025 | Feb 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 12,462 | 275 | 0.08% | 0.06% | 247 | +3,258 | 35.4% | Q4 2025 | Jan 28, 2026 |
| Hurley Capital, LLC | History | Added to | 12,421 | 274 | 0.15% | 0.15% | 248 | +186 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Heartland Bank & Trust Co | History | New | 12,382 | 273 | 0.12% | — | 249 | +12,382 | New | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 12,300 | 271 | 0.01% | — | 250 | +12,300 | New | Q4 2025 | Feb 02, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,797 | 260 | 0.01% | 0.01% | 251 | +2,146 | 22.24% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Added to | 11,679 | 257 | 0.02% | 0.02% | 252 | +1,133 | 10.74% | Q4 2025 | Jan 20, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 11,401 | 251 | 0.02% | — | 253 | +11,401 | New | Q4 2025 | Feb 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 11,284 | 249 | 0.21% | — | 254 | +11,284 | New | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,256 | 248 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 11,220 | 247 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 11,052 | 243 | 0.1% | 0.38% | 257 | -29,680 | -72.87% | Q4 2025 | Jan 22, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 10,958 | 241 | 0.14% | 0.13% | 258 | +1,778 | 19.37% | Q4 2025 | Feb 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 10,904 | 240 | 0.05% | — | 259 | +10,904 | New | Q4 2025 | Jan 14, 2026 |
| FOCUSED ALPHA, LLC | History | New | 10,819 | 238 | 0.07% | — | 261 | +10,819 | New | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 10,826 | 238 | 0.01% | 0.01% | 260 | +317 | 3.02% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | New | 9,789 | 216 | 0.0% | — | 262 | +9,789 | New | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 9,803 | 216 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,766 | 215 | 0.02% | 0.02% | 264 | +146 | 1.52% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 9,660 | 213 | 0.04% | — | 265 | +9,660 | New | Q4 2025 | Feb 09, 2026 |
| MLP3, LLC | History | New | 9,518 | 210 | 0.23% | — | 266 | +9,518 | New | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,500 | 209 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 9,423 | 207 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 9,309 | 205 | 0.05% | 0.05% | 269 | -1,302 | -12.27% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 9,086 | 200 | 0.07% | 0.04% | 270 | +4,000 | 78.65% | Q4 2025 | Jan 28, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 8,148 | 179 | 0.02% | 0.06% | 271 | -13,079 | -61.61% | Q4 2025 | Jan 26, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 7,956 | 175 | 0.09% | 0.11% | 272 | -1,297 | -14.02% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | Added to | 7,631 | 168 | 0.02% | 0.02% | 273 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,938 | 153 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,802 | 150 | 0.01% | 0.01% | 275 | +678 | 11.07% | Q4 2025 | Jan 30, 2026 |
| MidFirst Bank | History | New | 6,643 | 146 | 0.01% | — | 276 | +6,643 | New | Q4 2025 | Feb 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,603 | 145 | 0.0% | 0.0% | 277 | +221 | 3.46% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,347 | 140 | 0.0% | 0.0% | 278 | +270 | 4.44% | Q4 2025 | Jan 20, 2026 |
| JDM Financial Group LLC | History | Reduced | 6,337 | 139 | 0.05% | 0.06% | 279 | -33 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Y.D. More Investments Ltd | History | New | 6,000 | 132 | 0.01% | — | 280 | +6,000 | New | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,975 | 131 | 0.01% | — | 281 | +5,975 | New | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | New | 5,916 | 130 | 0.0% | — | 282 | +5,916 | New | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 5,734 | 126 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | No change | 4,565 | 100 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 4,531 | 99 | 0.01% | 0.0% | 285 | +3,200 | 240.42% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | New | 4,267 | 94 | 0.0% | — | 286 | +4,267 | New | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 4,104 | 90 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 4,049 | 89 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,927 | 86 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | Added to | 3,606 | 79 | 0.03% | 0.03% | 290 | +701 | 24.13% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3,291 | 71 | 0.0% | — | 291 | +3,291 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | New | 3,091 | 68 | 0.0% | — | 292 | +3,091 | New | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 2,500 | 55 | 0.0% | — | 293 | +2,500 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,470 | 54 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 44 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,515 | 33 | 0.0% | 0.0% | 296 | -302,867 | -99.5% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,344 | 29 | 0.0% | 0.0% | 297 | -79 | -5.55% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | No change | 1,316 | 29 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Analysts, LLC | History | No change | 1,250 | 28 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 1,165 | 25 | 0.0% | — | 300 | +1,165 | New | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | New | 1,130 | 24 | 0.0% | — | 301 | +1,130 | New | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 1,025 | 22 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 932 | 20 | 0.0% | 0.0% | 303 | +14 | 1.53% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 860 | 18 | 0.0% | 0.0% | 306 | +13 | 1.53% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 807 | 18 | 0.01% | 0.01% | 304 | +12 | 1.51% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 849 | 18 | 0.0% | 0.0% | 305 | +12 | 1.43% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 684 | 15 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 660 | 14 | 0.0% | 0.0% | 308 | +10 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 467 | 10 | 0.0% | 0.01% | 309 | -343 | -42.35% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 369 | 8 | 0.0% | — | 310 | +345 | 1437.5% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 351 | 8 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 355 | 7 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 169 | 3 | 0.0% | — | 313 | +169 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 118 | 3 | 0.0% | — | 314 | +118 | New | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -404,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -20,427 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,364 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,850 | -100.0% | Q3 2025 | Nov 05, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,270 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,394 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -932 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -830 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -617 | -100.0% | Q3 2025 | Nov 18, 2025 |