iSHARES TRUST - IBHF
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 | Reduced | 1,935,348 | 44,667 | 0.0% | 0.0% | 1 | -325,003 | -14.38% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,877,214 | 43,326 | 0.01% | 0.01% | 2 | +424,903 | 29.26% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,647,921 | 38,034 | 0.0% | 0.0% | 3 | +314,617 | 23.6% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,405,833 | 32,447 | 0.09% | 0.08% | 4 | +156,165 | 12.5% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,316,532 | 30,385 | 0.14% | 0.14% | 5 | +120,225 | 10.05% | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 1,215,960 | 28,064 | 2.8% | 2.16% | 6 | +314,399 | 34.87% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,116,705 | 25,773 | 0.0% | 0.0% | 7 | -4,275 | -0.38% | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 1,106,196 | 25,531 | 1.57% | 1.55% | 8 | +67,553 | 6.5% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,068,717 | 24,665 | 0.02% | 0.02% | 9 | +86,030 | 8.75% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 962,739 | 22,220 | 0.12% | — | 10 | +962,739 | New | Q4 2025 | Feb 03, 2026 |
| COWA, LLC | History | Added to | 971,850 | 21,753 | 6.62% | 6.08% | 11 | +188,995 | 24.14% | Q4 2025 | Feb 12, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 938,450 | 21,659 | 9.15% | 6.84% | 12 | +283,435 | 43.27% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 848,632 | 19,577 | 0.07% | — | 13 | +848,632 | New | Q4 2025 | Feb 12, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 818,319 | 18,907 | 10.34% | 10.84% | 14 | +11,826 | 1.47% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 729,368 | 16,833 | 0.01% | 0.0% | 15 | +87,151 | 13.57% | Q4 2025 | Feb 18, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 604,478 | 13,951 | 10.28% | 10.06% | 16 | +14,492 | 2.46% | Q4 2025 | Feb 05, 2026 |
| Hurley Capital, LLC | History | Added to | 524,487 | 12,105 | 6.77% | 5.87% | 17 | +77,975 | 17.46% | Q4 2025 | Feb 17, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 524,266 | 12,100 | 4.76% | 5.11% | 18 | -59,640 | -10.21% | Q4 2025 | Feb 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 477,694 | 11,025 | 0.46% | 0.46% | 19 | +22,002 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning, LLC | History | New | 441,148 | 10,192 | 2.37% | — | 20 | +441,148 | New | Q4 2025 | Mar 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 424,704 | 9,802 | 4.67% | 4.03% | 21 | +2,780 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 420,477 | 9,704 | 0.01% | 0.01% | 22 | +59,284 | 16.41% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 380,358 | 8,778 | 0.1% | 0.1% | 23 | +12,830 | 3.49% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | New | 369,470 | 8,527 | 0.3% | — | 24 | +369,470 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 368,753 | 8,510 | 0.0% | — | 25 | +368,753 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 326,572 | 7,537 | 0.09% | 0.07% | 26 | +4,509 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 303,880 | 7,013 | 0.15% | 0.16% | 27 | +1,260 | 0.42% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 271,239 | 6,260 | 0.08% | 0.07% | 28 | +42,560 | 18.61% | Q4 2025 | Jan 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 268,721 | 6,202 | 1.94% | 2.05% | 29 | +7,380 | 2.82% | Q4 2025 | Jan 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 261,926 | 6,045 | 1.38% | 1.01% | 30 | +73,020 | 38.65% | Q4 2025 | Jan 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 260,671 | 6,016 | 0.13% | 0.14% | 31 | +8,000 | 3.17% | Q4 2025 | Jan 27, 2026 |
| TABR Capital Management, LLC | History | New | 234,294 | 5,407 | 3.61% | — | 32 | +234,294 | New | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 228,184 | 5,266 | 0.03% | — | 33 | +228,184 | New | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 225,309 | 5,200 | 0.02% | 0.02% | 34 | +5,026 | 2.28% | Q4 2025 | Feb 18, 2026 |
| FF Advisors,LLC | History | Added to | 225,198 | 5,197 | 2.32% | 2.16% | 35 | +31,736 | 16.4% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 222,288 | 5,130 | 0.0% | 0.0% | 36 | +38,390 | 20.88% | Q4 2025 | Feb 12, 2026 |
| Marathon Mission, Inc. | History | Added to | 216,901 | 5,006 | 2.9% | 2.94% | 37 | +5,872 | 2.78% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | Reduced | 215,213 | 4,967 | 0.0% | 0.0% | 38 | -52,524 | -19.62% | Q4 2025 | Jan 29, 2026 |
| High Note Wealth, LLC | History | Added to | 180,904 | 4,175 | 0.82% | 0.82% | 39 | +5,976 | 3.42% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 174,672 | 4,083 | 0.01% | 0.01% | 40 | +251 | 0.14% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 160,364 | 3,701 | 0.06% | 0.07% | 41 | +8,891 | 5.87% | Q4 2025 | Mar 12, 2026 |
| Krilogy Financial LLC | History | Added to | 156,046 | 3,607 | 0.12% | 0.07% | 42 | +81,074 | 108.14% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 154,299 | 3,561 | 0.0% | 0.0% | 43 | +10,119 | 7.02% | Q4 2025 | Feb 12, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 148,222 | 3,420 | 0.78% | 0.71% | 44 | +9,189 | 6.61% | Q4 2025 | Jan 29, 2026 |
| EVEXIA WEALTH LLC | History | New | 140,312 | 3,235 | 0.9% | — | 45 | +140,312 | New | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 130,237 | 3,006 | 0.0% | 0.01% | 46 | -33,702 | -20.56% | Q4 2025 | Feb 17, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 129,915 | 2,998 | 2.51% | 0.31% | 47 | +112,757 | 657.17% | Q4 2025 | Jan 28, 2026 |
| Ironwood Financial, llc | History | Added to | 125,266 | 2,892 | 0.49% | 0.46% | 49 | +14,724 | 13.32% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 125,307 | 2,892 | 0.0% | 0.0% | 48 | -1,902 | -1.5% | Q4 2025 | Feb 10, 2026 |
| Straight Path Wealth Management | History | Added to | 117,532 | 2,712 | 0.73% | 0.72% | 50 | +2,800 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 102,869 | 2,374 | 0.39% | 0.43% | 51 | -4,967 | -4.61% | Q4 2025 | Feb 06, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 102,194 | 2,358 | 1.29% | 1.28% | 52 | +5,281 | 5.45% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 99,911 | 2,305 | 0.1% | 0.04% | 53 | +65,214 | 187.95% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 95,140 | 2,195 | 0.01% | 0.01% | 54 | -2,238 | -2.3% | Q4 2025 | Jan 26, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 93,717 | 2,163 | 0.27% | 0.48% | 55 | -69,841 | -42.7% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 89,379 | 2,062 | 0.11% | 0.09% | 56 | +17,519 | 24.38% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 83,219 | 1,920 | 0.01% | — | 57 | +83,219 | New | Q4 2025 | Jan 29, 2026 |
| Centennial Advisors, LLC | History | New | 81,455 | 1,879 | 2.44% | — | 58 | +81,455 | New | Q4 2025 | Jan 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 76,993 | 1,777 | 0.19% | 0.11% | 59 | +39,533 | 105.53% | Q4 2025 | Jan 28, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 77,023 | 1,777 | 0.89% | 0.77% | 60 | +13,497 | 21.25% | Q4 2025 | Feb 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 70,840 | 1,633 | 0.01% | 0.02% | 61 | -19,000 | -21.15% | Q4 2025 | Jan 28, 2026 |
| Cottage Street Advisors LLC | History | Added to | 69,437 | 1,602 | 0.68% | 0.68% | 62 | +736 | 1.07% | Q4 2025 | Jan 26, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 65,436 | 1,510 | 0.1% | 0.07% | 63 | +20,000 | 44.02% | Q4 2025 | Jan 26, 2026 |
| Endowment Wealth Management, Inc. | History | New | 64,635 | 1,491 | 0.69% | — | 64 | +64,635 | New | Q4 2025 | Feb 09, 2026 |
| Carr Financial Group Corp | History | Reduced | 62,866 | 1,450 | 0.39% | 0.45% | 65 | -7,780 | -11.01% | Q4 2025 | Jan 09, 2026 |
| Brucke Financial, Inc. | History | Added to | 60,005 | 1,384 | 0.76% | 0.31% | 66 | +37,006 | 160.9% | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | Added to | 59,362 | 1,370 | 0.08% | 0.07% | 67 | +397 | 0.67% | Q4 2025 | Feb 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 54,456 | 1,256 | 0.03% | 0.01% | 68 | +23,108 | 73.71% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | No change | 54,325 | 1,253 | 0.2% | 0.21% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 53,987 | 1,246 | 0.09% | 0.1% | 70 | -1,723 | -3.09% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 52,897 | 1,220 | 0.04% | 0.01% | 71 | +38,195 | 259.79% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Added to | 51,661 | 1,192 | 0.0% | 0.0% | 72 | +17,220 | 50.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 51,600 | 1,190 | 0.02% | 0.02% | 73 | +9,125 | 21.48% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,403 | 1,186 | 0.03% | 0.03% | 74 | -265 | -0.51% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 48,403 | 1,116 | 0.0% | 0.0% | 75 | +14,448 | 42.55% | Q4 2025 | Feb 05, 2026 |
| REBALANCE, LLC | History | Added to | 48,254 | 1,113 | 0.07% | 0.07% | 76 | +1,539 | 3.29% | Q4 2025 | Jan 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 47,222 | 1,089 | 0.45% | 0.42% | 77 | +4,943 | 11.69% | Q4 2025 | Jan 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 46,638 | 1,076 | 0.29% | 0.18% | 78 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 40,626 | 937 | 0.22% | 0.22% | 79 | +1,821 | 4.69% | Q4 2025 | Jan 23, 2026 |
| Windsor Advisory Group, LLC | History | New | 39,761 | 917 | 0.82% | — | 80 | +39,761 | New | Q4 2025 | Feb 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 38,824 | 896 | 0.38% | 0.64% | 81 | -22,009 | -36.18% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Added to | 36,481 | 841 | 0.03% | 0.02% | 82 | +11,203 | 44.32% | Q4 2025 | Jan 27, 2026 |
| FOCUSED ALPHA, LLC | History | New | 36,393 | 839 | 0.25% | — | 83 | +36,393 | New | Q4 2025 | Feb 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 35,547 | 820 | 0.28% | 0.31% | 84 | -7,631 | -17.67% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 32,536 | 750 | 0.01% | — | 85 | +32,536 | New | Q4 2025 | Feb 10, 2026 |
| HEADINVEST, LLC | History | Reduced | 31,975 | 737 | 0.15% | 0.16% | 86 | -1,200 | -3.62% | Q4 2025 | Feb 02, 2026 |
| Montis Financial, LLC | History | Reduced | 31,853 | 735 | 0.15% | 0.18% | 87 | -664 | -2.04% | Q4 2025 | Feb 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 31,182 | 719 | 0.38% | — | 88 | +31,182 | New | Q4 2025 | Feb 23, 2026 |
| Creative Planning | History | Added to | 30,982 | 715 | 0.0% | 0.0% | 89 | +20,476 | 194.9% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 30,628 | 706 | 0.01% | 0.01% | 90 | +8,587 | 38.96% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,230 | 697 | 0.0% | 0.0% | 91 | -199 | -0.65% | Q4 2025 | Feb 18, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 29,965 | 691 | 0.04% | 0.04% | 92 | +3,503 | 13.24% | Q4 2025 | Feb 03, 2026 |
| Heartland Bank & Trust Co | History | Added to | 29,939 | 690 | 0.29% | 0.26% | 93 | +2,647 | 9.7% | Q4 2025 | Feb 03, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 28,425 | 656 | 0.26% | 0.25% | 94 | +476 | 1.7% | Q4 2025 | Feb 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 28,056 | 647 | 0.09% | 0.08% | 95 | +4,147 | 17.34% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,783 | 641 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 27,616 | 637 | 0.0% | 0.0% | 97 | +8,939 | 47.86% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 27,203 | 628 | 0.01% | — | 98 | +27,203 | New | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 26,699 | 616 | 0.06% | 0.13% | 99 | +643 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,369 | 608 | 0.0% | 0.0% | 100 | +10,565 | 66.85% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 26,288 | 606 | 0.11% | 0.12% | 101 | -2,977 | -10.17% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,966 | 599 | 0.0% | 0.0% | 102 | +8,860 | 51.79% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 25,937 | 598 | 0.02% | 0.0% | 103 | +21,971 | 553.98% | Q4 2025 | Jan 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 23,490 | 542 | 0.01% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 23,017 | 531 | 0.03% | 0.05% | 105 | +394 | 1.74% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,910 | 528 | 0.0% | 0.0% | 106 | +2,560 | 12.58% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 22,849 | 527 | 0.02% | 0.02% | 107 | +1,392 | 6.49% | Q4 2025 | Jan 23, 2026 |
| Austin Private Wealth, LLC | History | Added to | 21,911 | 505 | 0.04% | 0.04% | 108 | +2,032 | 10.22% | Q4 2025 | Jan 20, 2026 |
| MCF Advisors LLC | History | Reduced | 21,335 | 492 | 0.03% | 0.05% | 109 | -12,913 | -37.7% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 20,076 | 463 | 0.0% | 0.01% | 110 | -9,611 | -32.37% | Q4 2025 | Feb 18, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 20,018 | 461 | 0.45% | — | 111 | +20,018 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Management LLC | History | Added to | 19,769 | 456 | 0.1% | 0.08% | 112 | +4,949 | 33.39% | Q4 2025 | Jan 05, 2026 |
| Occidental Asset Management, LLC | History | Added to | 18,434 | 425 | 0.05% | 0.03% | 113 | +6,894 | 59.74% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,845 | 411 | 0.0% | 0.0% | 114 | +2,255 | 14.46% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,547 | 404 | 0.01% | 0.0% | 115 | +6,090 | 53.16% | Q4 2025 | Feb 12, 2026 |
| Livet Wealth, LLC | History | New | 17,335 | 400 | 0.25% | — | 116 | +17,335 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 17,075 | 394 | 0.01% | 0.01% | 117 | +202 | 1.2% | Q4 2025 | Jan 12, 2026 |
| Hobbs Group Advisors, LLC | History | New | 16,618 | 383 | 0.12% | — | 118 | +16,618 | New | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,423 | 379 | 0.0% | 0.0% | 119 | +5,230 | 46.73% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,385 | 378 | 0.0% | 0.0% | 120 | +39 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Kastel Capital Advisors, LLC | History | New | 16,355 | 377 | 0.23% | — | 121 | +16,355 | New | Q4 2025 | Feb 18, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 16,334 | 376 | 0.01% | 0.01% | 122 | -164 | -0.99% | Q4 2025 | Feb 02, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 15,340 | 354 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 14,963 | 345 | 0.04% | 0.04% | 124 | +140 | 0.94% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,807 | 341 | 0.0% | 0.01% | 125 | -141 | -0.94% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 14,529 | 335 | 0.01% | 0.01% | 126 | +148 | 1.03% | Q4 2025 | Feb 06, 2026 |
| High Falls Advisors, Inc | History | Added to | 14,462 | 333 | 0.07% | 0.06% | 127 | +1,821 | 14.41% | Q4 2025 | Feb 18, 2026 |
| MONECO ADVISORS, LLC | History | No change | 14,099 | 325 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 323 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 13,993 | 322 | 0.04% | — | 130 | +13,993 | New | Q4 2025 | Jan 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,740 | 317 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | No change | 12,832 | 296 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12,375 | 285 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Golden Reserve Retirement LLC | History | New | 12,189 | 281 | 0.05% | — | 134 | +12,189 | New | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,758 | 271 | 0.02% | 0.03% | 135 | -7,743 | -39.71% | Q4 2025 | Feb 10, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 11,586 | 267 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 10Elms LLP | History | No change | 11,015 | 254 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,894 | 251 | 0.02% | 0.02% | 138 | +80 | 0.74% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,850 | 250 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GTS SECURITIES LLC | History | Reduced | 10,747 | 248 | 0.01% | 0.02% | 140 | -10,936 | -50.44% | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 10,494 | 241 | 0.02% | 0.02% | 141 | +233 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management, Inc. | History | New | 10,216 | 235 | 0.18% | — | 142 | +10,216 | New | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,011 | 231 | 0.01% | 0.01% | 143 | -1,524 | -13.21% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,838 | 227 | 0.01% | — | 144 | +9,838 | New | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 9,820 | 226 | 0.03% | 0.03% | 145 | +218 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 9,592 | 221 | 0.04% | — | 146 | +9,592 | New | Q4 2025 | Mar 04, 2026 |
| M3 Advisory Group, LLC | History | Added to | 9,361 | 216 | 0.13% | 0.14% | 147 | +28 | 0.3% | Q4 2025 | Jan 16, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 9,300 | 214 | 0.05% | — | 148 | +9,300 | New | Q4 2025 | Feb 11, 2026 |
| TFR Capital, LLC. | History | New | 9,227 | 212 | 0.07% | — | 149 | +9,227 | New | Q4 2025 | Jan 27, 2026 |
| TABLEAUX LLC | History | Reduced | 9,133 | 211 | 0.15% | 0.11% | 150 | -2,793 | -23.42% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 8,936 | 206 | 0.03% | 0.03% | 151 | +199 | 2.28% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,752 | 201 | 0.0% | 0.0% | 152 | -315 | -3.47% | Q4 2025 | Feb 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 8,680 | 200 | 0.03% | — | 153 | +8,680 | New | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,453 | 195 | 0.0% | 0.0% | 154 | +3,353 | 65.75% | Q4 2025 | Mar 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,621 | 175 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 6,845 | 157 | 0.01% | 0.01% | 156 | +123 | 1.83% | Q4 2025 | Jan 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5,048 | 116 | 0.0% | — | 157 | +5,048 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 4,767 | 110 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,265 | 98 | 0.01% | 0.0% | 159 | +1,265 | 42.17% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | No change | 3,533 | 82 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,955 | 68 | 0.01% | 0.0% | 161 | +610 | 26.01% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,843 | 65 | 0.0% | 0.0% | 162 | -322 | -10.17% | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,440 | 56 | 0.0% | 0.0% | 163 | +2,257 | 1233.33% | Q4 2025 | Feb 09, 2026 |
| CNB Bank | History | New | 2,251 | 51 | 0.02% | — | 164 | +2,251 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,781 | 41 | 0.0% | 0.0% | 165 | +1,446 | 431.64% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,323 | 30 | 0.0% | 0.0% | 166 | +8 | 0.61% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 920 | 21 | 0.0% | 0.0% | 167 | +21 | 2.34% | Q4 2025 | Feb 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 683 | 15 | 0.01% | — | 168 | +683 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 415 | 9 | 0.0% | 0.0% | 170 | -460 | -52.57% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 9 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 362 | 8 | 0.0% | — | 171 | +362 | New | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 384 | 8 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 173 | 4 | 0.0% | 0.0% | 173 | +4 | 2.37% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -304,051 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -291,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -66,481 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -33,870 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Steele Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -30,303 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -23,044 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BWM Planning, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,867 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -10,791 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,858 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,754 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |