iSHARES TRUST - IBDX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | Added to | 6,229,049 | 159,027 | 1.14% | 0.86% | 1 | +1,616,655 | 35.05% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,171,614 | 80,971 | 1.23% | 1.25% | 2 | +197,647 | 6.65% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,031,262 | 77,388 | 0.01% | 0.01% | 3 | +139,568 | 4.83% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 2,653,529 | 67,744 | 1.09% | — | 4 | +2,653,529 | New | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,603,401 | 66,464 | 0.0% | 0.0% | 5 | +387,379 | 17.48% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,321,213 | 59,260 | 0.0% | 0.0% | 6 | +224,619 | 10.71% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,782,338 | 45,297 | 0.01% | 0.01% | 7 | +74,744 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 1,521,738 | 38,849 | 0.57% | 0.56% | 8 | +80,153 | 5.56% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,446,565 | 36,930 | 1.88% | 1.83% | 9 | +66,438 | 4.81% | Q4 2025 | Feb 03, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,029,915 | 26,293 | 7.51% | 5.42% | 10 | +155,369 | 17.77% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 990,738 | 25,293 | 0.0% | — | 11 | +990,738 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 964,547 | 24,624 | 0.0% | 0.0% | 12 | +109,030 | 12.74% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | Added to | 886,734 | 22,638 | 1.09% | 0.87% | 13 | +211,542 | 31.33% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 860,213 | 21,961 | 0.08% | 0.1% | 14 | +28,474 | 3.42% | Q4 2025 | Feb 18, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 856,087 | 21,855 | 1.47% | 1.27% | 15 | +134,021 | 18.56% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 833,404 | 21,276 | 0.02% | 0.02% | 16 | +292,360 | 54.04% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 831,287 | 21,222 | 2.04% | 2.03% | 17 | +5,173 | 0.63% | Q4 2025 | Feb 23, 2026 |
| US BANCORP \DE\ | History | Added to | 766,035 | 19,556 | 0.02% | 0.02% | 18 | +52,457 | 7.35% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 601,761 | 15,362 | 0.0% | 0.0% | 19 | +267,030 | 79.77% | Q4 2025 | Feb 18, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 599,146 | 15,296 | 1.52% | 1.51% | 20 | +22,170 | 3.84% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 570,010 | 14,552 | 0.02% | 0.01% | 21 | +143,012 | 33.49% | Q4 2025 | Feb 12, 2026 |
| COWA, LLC | History | Added to | 570,722 | 14,159 | 4.31% | 3.57% | 22 | +150,425 | 35.79% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 513,140 | 13,100 | 0.02% | 0.03% | 23 | +6,213 | 1.23% | Q4 2025 | Mar 16, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 512,992 | 13,096 | 5.51% | 5.61% | 24 | +7,074 | 1.4% | Q4 2025 | Jan 14, 2026 |
| PFG Private Wealth Management, LLC | History | New | 496,477 | 12,675 | 5.55% | — | 25 | +496,477 | New | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 370,123 | 9,449 | 0.02% | 0.02% | 26 | +25,543 | 7.41% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 368,068 | 9,396 | 0.0% | 0.0% | 27 | +41,143 | 12.58% | Q4 2025 | Feb 11, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 363,090 | 9,269 | 1.24% | — | 28 | +363,090 | New | Q4 2025 | Feb 10, 2026 |
| Ironwood Financial, llc | History | Added to | 355,922 | 9,083 | 1.54% | 1.39% | 29 | +48,805 | 15.89% | Q4 2025 | Jan 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 317,075 | 8,094 | 0.1% | 0.1% | 30 | +8,671 | 2.81% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 315,958 | 8,066 | 0.15% | 0.11% | 31 | +85,012 | 36.81% | Q4 2025 | Feb 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 303,977 | 7,760 | 1.8% | 1.74% | 32 | +22,018 | 7.81% | Q4 2025 | Feb 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 298,135 | 7,611 | 0.11% | — | 33 | +298,135 | New | Q4 2025 | Jan 05, 2026 |
| Seneca House Advisors | History | Reduced | 292,436 | 7,465 | 2.79% | 4.86% | 34 | -177,254 | -37.74% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 286,641 | 7,317 | 0.19% | 0.19% | 35 | +12,435 | 4.53% | Q4 2025 | Feb 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 260,065 | 6,639 | 0.48% | 0.44% | 36 | +29,140 | 12.62% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 241,801 | 6,173 | 0.11% | 0.11% | 37 | +14,326 | 6.3% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 221,355 | 5,651 | 0.1% | 0.1% | 38 | +2,028 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 218,421 | 5,582 | 0.19% | 0.2% | 39 | +4,891 | 2.29% | Q4 2025 | Jan 27, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 205,895 | 5,256 | 2.6% | 2.55% | 40 | +8,915 | 4.53% | Q4 2025 | Jan 29, 2026 |
| Marathon Mission, Inc. | History | Reduced | 205,574 | 5,248 | 3.04% | 3.15% | 41 | -492 | -0.24% | Q4 2025 | Jan 05, 2026 |
| Lido Advisors, LLC | History | Added to | 176,103 | 4,498 | 0.01% | 0.01% | 42 | +9,232 | 5.53% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 175,495 | 4,480 | 0.05% | 0.05% | 43 | -13,186 | -6.99% | Q4 2025 | Feb 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 167,197 | 4,268 | 0.05% | 0.05% | 44 | +8,746 | 5.52% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 165,719 | 4,230 | 0.04% | — | 45 | +165,719 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 165,719 | 4,230 | 1.72% | 1.65% | 46 | -489 | -0.29% | Q4 2025 | Jan 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 143,681 | 3,668 | 0.59% | 0.6% | 47 | -1,517 | -1.04% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 142,591 | 3,640 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 136,577 | 3,487 | 0.01% | 0.01% | 49 | +24,976 | 22.38% | Q4 2025 | Jan 26, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 136,152 | 3,475 | 1.37% | 1.35% | 50 | +6,508 | 5.02% | Q4 2025 | Jan 28, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 134,202 | 3,426 | 0.72% | 0.72% | 51 | +6,312 | 4.94% | Q4 2025 | Jan 07, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 128,201 | 3,272 | 2.15% | 2.34% | 52 | -14,329 | -10.05% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Added to | 106,498 | 2,718 | 0.15% | 0.16% | 53 | +1,454 | 1.38% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 100,542 | 2,566 | 0.0% | 0.0% | 54 | -85,452 | -45.94% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 95,527 | 2,438 | 0.0% | 0.0% | 55 | +5,945 | 6.64% | Q4 2025 | Feb 17, 2026 |
| Peloton Wealth Strategists | History | Added to | 94,500 | 2,413 | 0.94% | 0.56% | 56 | +38,500 | 68.75% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 94,468 | 2,411 | 0.0% | 0.0% | 57 | +24,130 | 34.31% | Q4 2025 | Feb 18, 2026 |
| Glenview Trust Co | History | Added to | 93,263 | 2,381 | 0.04% | 0.02% | 58 | +42,177 | 82.56% | Q4 2025 | Feb 09, 2026 |
| Stonebrook Private Inc. | History | Added to | 91,110 | 2,326 | 0.49% | 0.49% | 59 | +2,563 | 2.89% | Q4 2025 | Feb 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 89,483 | 2,284 | 0.83% | — | 60 | +89,483 | New | Q4 2025 | Feb 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 88,259 | 2,253 | 0.09% | 0.05% | 61 | +39,166 | 79.78% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 86,556 | 2,209 | 0.26% | 0.26% | 62 | +388 | 0.45% | Q4 2025 | Jan 15, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 86,366 | 2,204 | 0.44% | — | 63 | +86,366 | New | Q4 2025 | Jan 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 81,510 | 2,080 | 0.23% | 0.22% | 64 | +12,508 | 18.13% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 80,549 | 2,056 | 0.07% | 0.03% | 65 | +47,660 | 144.91% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | Added to | 80,282 | 2,049 | 0.18% | 0.15% | 66 | +27,464 | 52.0% | Q4 2025 | Feb 05, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 79,150 | 2,019 | 0.66% | 0.55% | 67 | +14,722 | 22.85% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 77,894 | 1,988 | 0.0% | 0.0% | 68 | +40,097 | 106.09% | Q4 2025 | Feb 10, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 76,938 | 1,964 | 0.11% | 2.84% | 69 | -1,933,495 | -96.17% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 76,957 | 1,964 | 0.0% | 0.0% | 70 | +1,160 | 1.53% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 76,677 | 1,957 | 0.27% | 1.11% | 71 | +120 | 0.16% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 76,177 | 1,944 | 0.04% | 0.02% | 72 | +43,001 | 129.61% | Q4 2025 | Feb 06, 2026 |
| WRAPMANAGER INC | History | Reduced | 74,695 | 1,906 | 0.64% | 0.72% | 73 | -16,924 | -18.47% | Q4 2025 | Feb 06, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 73,285 | 1,870 | 0.54% | 0.55% | 74 | -400 | -0.54% | Q4 2025 | Jan 27, 2026 |
| Centric Wealth Management | History | New | 72,347 | 1,843 | 0.39% | — | 75 | +72,347 | New | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,335 | 1,821 | 0.01% | 0.01% | 76 | +5,620 | 8.55% | Q4 2025 | Feb 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 69,654 | 1,778 | 0.11% | 0.11% | 77 | +3,753 | 5.69% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 68,164 | 1,740 | 0.0% | 0.0% | 78 | +56,334 | 476.2% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 66,410 | 1,693 | 0.02% | 0.02% | 79 | +7,796 | 13.3% | Q4 2025 | Feb 10, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 66,100 | 1,689 | 0.64% | — | 80 | +66,100 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,847 | 1,681 | 0.0% | 0.0% | 81 | +28,500 | 76.31% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | Added to | 65,850 | 1,681 | 0.1% | 0.09% | 82 | +5,840 | 9.73% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 65,560 | 1,673 | 0.01% | 0.01% | 83 | +6,468 | 10.95% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 64,177 | 1,638 | 0.98% | 1.0% | 84 | +989 | 1.57% | Q4 2025 | Jan 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 60,881 | 1,554 | 0.04% | 0.03% | 85 | +15,083 | 32.93% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | New | 58,649 | 1,497 | 0.02% | — | 86 | +58,649 | New | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 56,584 | 1,448 | 0.0% | 0.0% | 87 | +3,311 | 6.22% | Q4 2025 | Jan 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 54,646 | 1,395 | 0.02% | 0.02% | 88 | +355 | 0.65% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 52,527 | 1,341 | 0.04% | 0.03% | 89 | +8,422 | 19.1% | Q4 2025 | Jan 23, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 52,000 | 1,327 | 0.05% | 0.05% | 90 | +6,100 | 13.29% | Q4 2025 | Jan 14, 2026 |
| NovaPoint Capital, LLC | History | Added to | 51,332 | 1,310 | 0.34% | 0.29% | 91 | +5,515 | 12.04% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL GROUP | History | New | 50,325 | 1,284 | 0.13% | — | 92 | +50,325 | New | Q4 2025 | Apr 01, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 49,688 | 1,268 | 0.68% | — | 93 | +49,688 | New | Q4 2025 | Mar 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 49,145 | 1,254 | 0.08% | 0.07% | 94 | +5,650 | 12.99% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 47,182 | 1,204 | 0.04% | 0.05% | 95 | -9,642 | -16.97% | Q4 2025 | Feb 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 46,448 | 1,185 | 0.16% | 0.16% | 96 | +396 | 0.86% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 45,673 | 1,166 | 0.03% | 0.02% | 97 | +5,644 | 14.1% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 43,039 | 1,098 | 0.04% | 0.02% | 98 | +25,167 | 140.82% | Q4 2025 | Feb 09, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 42,327 | 1,080 | 0.27% | 0.27% | 99 | -3,927 | -8.49% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 41,764 | 1,066 | 0.01% | — | 100 | +41,764 | New | Q4 2025 | Jan 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 41,485 | 1,059 | 0.02% | 0.02% | 101 | -5,157 | -11.06% | Q4 2025 | Jan 22, 2026 |
| REDW Wealth LLC | History | Reduced | 41,277 | 1,053 | 0.4% | 0.41% | 102 | -1,062 | -2.51% | Q4 2025 | Jan 28, 2026 |
| Walleye Partners, LLC | History | New | 40,642 | 1,037 | 1.15% | — | 103 | +40,642 | New | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 39,347 | 1,004 | 0.02% | 0.0% | 104 | +34,832 | 771.47% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 38,601 | 985 | 0.01% | 0.01% | 105 | +1,705 | 4.62% | Q4 2025 | Feb 18, 2026 |
| Keeler Thomas Management LLC | History | Added to | 37,994 | 969 | 0.46% | 0.38% | 106 | +1,311 | 3.57% | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | New | 37,469 | 956 | 0.12% | — | 107 | +37,469 | New | Q4 2025 | Jan 07, 2026 |
| Reliant Wealth Planning | History | Reduced | 34,422 | 878 | 0.27% | 0.31% | 108 | -2,473 | -6.7% | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 33,824 | 863 | 0.22% | 0.22% | 109 | +1,187 | 3.64% | Q4 2025 | Feb 06, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 33,755 | 861 | 0.31% | 0.26% | 110 | +5,906 | 21.21% | Q4 2025 | Jan 26, 2026 |
| Montecito Bank & Trust | History | Added to | 33,400 | 852 | 0.14% | 0.1% | 111 | +8,495 | 34.11% | Q4 2025 | Jan 09, 2026 |
| Farmers National Bank | History | New | 31,981 | 816 | 0.18% | — | 112 | +31,981 | New | Q4 2025 | Mar 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 28,052 | 716 | 0.01% | 0.0% | 113 | +17,834 | 174.54% | Q4 2025 | Feb 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 27,868 | 711 | 0.0% | 0.0% | 114 | +10,127 | 57.08% | Q4 2025 | Jan 13, 2026 |
| Stokes Family Office, LLC | History | No change | 27,330 | 697 | 0.06% | 0.07% | 115 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FOCUSED ALPHA, LLC | History | New | 27,198 | 694 | 0.2% | — | 116 | +27,198 | New | Q4 2025 | Feb 13, 2026 |
| HEADINVEST, LLC | History | Reduced | 26,998 | 689 | 0.14% | 0.2% | 117 | -9,892 | -26.81% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 26,957 | 688 | 0.0% | 0.0% | 118 | +2,762 | 11.42% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 26,342 | 672 | 0.11% | 0.12% | 119 | -1,853 | -6.57% | Q4 2025 | Jan 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 25,815 | 659 | 0.04% | 0.03% | 120 | +3,702 | 16.74% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 24,575 | 627 | 0.12% | 0.09% | 121 | +6,400 | 35.21% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,526 | 626 | 0.0% | 0.0% | 122 | +197 | 0.81% | Q4 2025 | Feb 17, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 23,914 | 610 | 0.46% | — | 123 | +23,914 | New | Q4 2025 | Mar 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 23,265 | 593 | 0.02% | 0.02% | 124 | +7,033 | 43.33% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 21,619 | 551 | 0.01% | 0.01% | 125 | -494 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 20,636 | 526 | 0.3% | 0.31% | 126 | +2,040 | 10.97% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 19,898 | 507 | 0.0% | 0.0% | 127 | +2,470 | 14.17% | Q4 2025 | Jan 29, 2026 |
| Breachway Investments LLC | History | New | 19,630 | 501 | 0.53% | — | 128 | +19,630 | New | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 19,562 | 499 | 0.11% | 0.09% | 129 | +3,004 | 18.14% | Q4 2025 | Feb 10, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 19,309 | 492 | 0.05% | 0.06% | 130 | +343 | 1.81% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 19,244 | 491 | 0.01% | 0.0% | 131 | +4,219 | 28.08% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,941 | 483 | 0.01% | 0.01% | 132 | +4,557 | 31.68% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | No change | 18,297 | 467 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 18,210 | 464 | 0.02% | 0.02% | 134 | +3,251 | 21.73% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | New | 17,476 | 446 | 0.04% | — | 135 | +17,476 | New | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,112 | 436 | 0.01% | 0.01% | 136 | +1,703 | 11.05% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,805 | 429 | 0.02% | 0.01% | 137 | +6,250 | 59.21% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 16,668 | 425 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,000 | 408 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XML Financial, LLC | History | Added to | 15,799 | 403 | 0.03% | 0.02% | 140 | +4,124 | 35.32% | Q4 2025 | Feb 11, 2026 |
| SPINNAKER TRUST | History | New | 15,697 | 400 | 0.02% | — | 141 | +15,697 | New | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | No change | 15,660 | 399 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| 10Elms LLP | History | Added to | 15,150 | 386 | 0.35% | 0.32% | 143 | +1,300 | 9.39% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,221 | 363 | 0.01% | 0.01% | 144 | +392 | 2.83% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,104 | 360 | 0.0% | — | 145 | +14,104 | New | Q4 2025 | Feb 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 14,068 | 359 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,458 | 343 | 0.0% | 0.0% | 147 | +6,518 | 93.92% | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 13,091 | 334 | 0.21% | 0.13% | 148 | +4,994 | 61.68% | Q4 2025 | Jan 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 12,325 | 314 | 0.02% | 0.02% | 150 | +325 | 2.71% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,307 | 314 | 0.0% | 0.0% | 149 | +45 | 0.37% | Q4 2025 | Feb 02, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 12,129 | 309 | 0.26% | 0.27% | 151 | +152 | 1.27% | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 11,675 | 298 | 0.01% | — | 152 | +11,675 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,280 | 287 | 0.0% | 0.0% | 153 | -357 | -3.07% | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | New | 10,909 | 278 | 0.18% | — | 154 | +10,909 | New | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,588 | 270 | 0.0% | 0.0% | 155 | +1,327 | 14.33% | Q4 2025 | Jan 26, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,407 | 265 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 10,378 | 264 | 0.01% | 0.02% | 157 | -615 | -5.59% | Q4 2025 | Jan 12, 2026 |
| Daviman Financial, LLC | History | New | 9,829 | 250 | 0.15% | — | 158 | +9,829 | New | Q4 2025 | Feb 06, 2026 |
| NWAM LLC | History | Added to | 9,742 | 249 | 0.01% | 0.01% | 159 | +106 | 1.1% | Q4 2025 | Feb 04, 2026 |
| Journey Advisory Group, LLC | History | New | 9,700 | 247 | 0.02% | — | 160 | +9,700 | New | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,600 | 245 | 0.0% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Madrid Wealth Management, LLC | History | New | 9,514 | 242 | 0.2% | — | 162 | +9,514 | New | Q4 2025 | Feb 02, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 9,449 | 241 | 0.05% | 0.05% | 163 | +985 | 11.64% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,469 | 241 | 0.0% | 0.0% | 164 | +108 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,116 | 232 | 0.01% | 0.01% | 165 | +915 | 11.16% | Q4 2025 | Feb 03, 2026 |
| Great Diamond Partners, LLC | History | New | 8,970 | 229 | 0.04% | — | 166 | +8,970 | New | Q4 2025 | Feb 06, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 8,495 | 216 | 0.11% | 0.1% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hyposwiss Advisors SA | History | New | 8,325 | 212 | 0.21% | — | 168 | +8,325 | New | Q4 2025 | Feb 17, 2026 |
| Hendershot Investments Inc. | History | No change | 8,156 | 208 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DEARBORN PARTNERS LLC | History | New | 8,055 | 205 | 0.01% | — | 170 | +8,055 | New | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 8,030 | 205 | 0.05% | — | 171 | +8,030 | New | Q4 2025 | Mar 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 7,985 | 203 | 0.02% | — | 172 | +7,985 | New | Q4 2025 | Feb 04, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 7,984 | 203 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 7,113 | 182 | 0.02% | 0.04% | 174 | -4,284 | -37.59% | Q4 2025 | Jan 12, 2026 |
| Crews Bank & Trust | History | Added to | 5,755 | 146 | 0.02% | 0.01% | 175 | +2,755 | 91.83% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,400 | 137 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Jupiter Wealth Management LLC | History | No change | 5,100 | 130 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 4,914 | 125 | 0.0% | 0.01% | 178 | -384 | -7.25% | Q4 2025 | Feb 06, 2026 |
| CNB Bank | History | Added to | 3,115 | 79 | 0.03% | 0.03% | 179 | +545 | 21.21% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3,000 | 76 | 0.01% | — | 180 | +3,000 | New | Q4 2025 | Jan 30, 2026 |
| MidFirst Bank | History | New | 2,204 | 56 | 0.0% | — | 182 | +2,204 | New | Q4 2025 | Feb 25, 2026 |
| Bogart Wealth, LLC | History | New | 2,194 | 56 | 0.0% | — | 181 | +2,194 | New | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,000 | 51 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Trust Co | History | Added to | 1,980 | 50 | 0.0% | 0.01% | 184 | +1 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 849 | 21 | 0.0% | — | 185 | +849 | New | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | New | 800 | 20 | 0.0% | — | 186 | +800 | New | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | No change | 648 | 16 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 584 | 14 | 0.0% | 0.0% | 188 | +9 | 1.57% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 462 | 11 | 0.0% | 0.0% | 189 | +188 | 68.61% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 400 | 10 | 0.0% | — | 190 | +400 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 288 | 7 | 0.0% | 0.0% | 191 | -208 | -41.94% | Q4 2025 | Feb 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 226 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 155 | 4 | 0.0% | 0.0% | 193 | +2 | 1.31% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 109 | 3 | 0.0% | — | 194 | +109 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 101 | 2 | 0.0% | 0.0% | 195 | -49,982 | -99.8% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Granite Harbor Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -26,567 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,470 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,225 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,103 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,599 | -100.0% | Q3 2025 | Nov 13, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,570 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,084 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Nov 12, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |