iSHARES TRUST - IBMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,122,321 | 54,413 | 0.08% | 0.05% | 1 | +1,052,645 | 98.41% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,049,617 | 52,546 | 0.0% | 0.0% | 2 | +46,736 | 2.33% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | Added to | 1,444,927 | 37,043 | 3.3% | 0.03% | 3 | +1,433,191 | 12211.92% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 688,488 | 17,650 | 0.02% | 0.02% | 4 | -32,722 | -4.54% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 686,728 | 17,605 | 0.06% | 0.08% | 5 | +41,503 | 6.43% | Q4 2025 | Feb 18, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 515,730 | 13,221 | 0.81% | 0.76% | 6 | +51,650 | 11.13% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 474,094 | 12,154 | 0.0% | 0.0% | 7 | +45,367 | 10.58% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 471,604 | 12,090 | 0.81% | 0.86% | 8 | -2,168 | -0.46% | Q4 2025 | Jan 13, 2026 |
| UBS Group AG | History | Reduced | 421,446 | 10,804 | 0.0% | 0.0% | 9 | -19,592 | -4.44% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 410,264 | 10,517 | 0.0% | 0.0% | 10 | +14,843 | 3.75% | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 390,744 | 10,017 | 0.58% | 0.58% | 11 | +8,679 | 2.27% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 379,673 | 9,741 | 0.03% | 0.03% | 12 | +3,458 | 0.92% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 376,796 | 9,659 | 0.11% | 0.09% | 13 | -6,139 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 327,080 | 8,385 | 1.15% | 1.04% | 14 | +17,250 | 5.57% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 305,626 | 7,835 | 0.0% | 0.0% | 15 | +19,663 | 6.88% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 299,887 | 7,688 | 0.32% | 0.29% | 16 | +33,800 | 12.7% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 285,753 | 7,325 | 0.0% | 0.0% | 17 | -51,334 | -15.23% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 265,090 | 6,796 | 0.01% | 0.01% | 18 | -45,214 | -14.57% | Q4 2025 | Feb 06, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 241,578 | 6,193 | 1.23% | 1.23% | 19 | +7,282 | 3.11% | Q4 2025 | Jan 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 215,536 | 5,525 | 0.37% | 0.3% | 20 | +46,752 | 27.7% | Q4 2025 | Jan 08, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 208,864 | 5,354 | 0.6% | 0.62% | 21 | +10,003 | 5.03% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 199,547 | 5,115 | 0.1% | 0.09% | 22 | +34,199 | 20.68% | Q4 2025 | Feb 02, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 195,621 | 5,015 | 0.08% | 0.07% | 23 | +11,884 | 6.47% | Q4 2025 | Jan 22, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 194,056 | 4,975 | 0.19% | 0.19% | 24 | +1,300 | 0.67% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 182,842 | 4,687 | 0.0% | 0.0% | 25 | -8,011 | -4.2% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 172,866 | 4,431 | 0.01% | 0.01% | 26 | +16,419 | 10.49% | Q4 2025 | Feb 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 146,311 | 3,750 | 0.2% | 0.19% | 27 | +12,559 | 9.39% | Q4 2025 | Jan 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 135,821 | 3,482 | 0.02% | 0.03% | 28 | -3,293 | -2.37% | Q4 2025 | Feb 18, 2026 |
| Paradiem, LLC | History | No change | 135,772 | 3,480 | 0.83% | 0.81% | 29 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 135,720 | 3,479 | 0.02% | 0.02% | 30 | +31,214 | 29.87% | Q4 2025 | Jan 29, 2026 |
| PSI Advisors, LLC | History | Added to | 131,848 | 3,380 | 0.85% | 0.68% | 31 | +28,574 | 27.67% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 131,474 | 3,370 | 0.02% | 0.02% | 32 | +11,244 | 9.35% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 127,094 | 3,258 | 0.04% | 0.04% | 33 | +8,396 | 7.07% | Q4 2025 | Feb 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 104,430 | 2,677 | 0.06% | 0.01% | 34 | +422 | 0.41% | Q4 2025 | Feb 20, 2026 |
| Wick Capital Partners, LLC | History | Added to | 104,010 | 2,666 | 0.48% | 0.1% | 35 | +86,829 | 505.38% | Q4 2025 | Mar 02, 2026 |
| Atwater Malick LLC | History | Added to | 102,050 | 2,616 | 0.72% | 0.74% | 36 | +3,240 | 3.28% | Q4 2025 | Jan 23, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 95,677 | 2,452 | 0.89% | 0.91% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 95,202 | 2,440 | 0.0% | 0.0% | 38 | +25,518 | 36.62% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 93,892 | 2,407 | 0.0% | 0.0% | 39 | +3,867 | 4.3% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 93,310 | 2,392 | 0.0% | — | 40 | +93,310 | New | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 89,845 | 2,303 | 0.31% | — | 41 | +89,845 | New | Q4 2025 | Feb 10, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 82,858 | 2,124 | 0.66% | 0.65% | 42 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 79,230 | 2,031 | 0.01% | 0.0% | 43 | +28,785 | 57.06% | Q4 2025 | Jan 26, 2026 |
| Kastel Capital Advisors, LLC | History | New | 75,831 | 1,944 | 1.19% | — | 44 | +75,831 | New | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 75,666 | 1,939 | 0.05% | 0.03% | 45 | +33,407 | 79.05% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 74,378 | 1,906 | 0.02% | 0.02% | 46 | +10,047 | 15.62% | Q4 2025 | Jan 26, 2026 |
| REGIONS FINANCIAL CORP | History | New | 73,477 | 1,883 | 0.01% | — | 47 | +73,477 | New | Q4 2025 | Jan 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 73,339 | 1,880 | 0.23% | 0.25% | 48 | +34 | 0.05% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,591 | 1,835 | 0.02% | 0.02% | 49 | +6,596 | 10.15% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 70,236 | 1,800 | 0.0% | 0.0% | 50 | -68,927 | -49.53% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 69,652 | 1,785 | 0.0% | 0.0% | 51 | +2,926 | 4.39% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 69,031 | 1,769 | 0.27% | 0.28% | 52 | +400 | 0.58% | Q4 2025 | Jan 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 67,346 | 1,726 | 0.73% | 0.63% | 53 | +9,036 | 15.5% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 66,485 | 1,704 | 0.03% | 0.03% | 54 | +736 | 1.12% | Q4 2025 | Jan 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 63,079 | 1,617 | 0.06% | 0.07% | 55 | -5,506 | -8.03% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60,700 | 1,556 | 0.0% | 0.0% | 56 | -38,250 | -38.66% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 59,215 | 1,518 | 0.0% | 0.0% | 58 | +363 | 0.62% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 59,217 | 1,518 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RIA Advisory Group LLC | History | Reduced | 58,844 | 1,508 | 0.36% | 0.39% | 59 | -852 | -1.43% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | New | 58,597 | 1,502 | 0.01% | — | 60 | +58,597 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 58,118 | 1,489 | 0.02% | 0.16% | 61 | -419,461 | -87.83% | Q4 2025 | Feb 09, 2026 |
| Signature Wealth Management Group | History | Reduced | 57,597 | 1,476 | 0.6% | 0.59% | 62 | -1,765 | -2.97% | Q4 2025 | Jan 15, 2026 |
| Glenview Trust Co | History | Reduced | 55,495 | 1,422 | 0.02% | 0.02% | 63 | -2,359 | -4.08% | Q4 2025 | Feb 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 55,435 | 1,421 | 0.16% | 0.17% | 64 | -3,920 | -6.6% | Q4 2025 | Jan 29, 2026 |
| SPINNAKER TRUST | History | Added to | 51,999 | 1,333 | 0.07% | 0.07% | 65 | +1,306 | 2.58% | Q4 2025 | Feb 10, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 50,725 | 1,300 | 0.3% | 0.28% | 66 | +352 | 0.7% | Q4 2025 | Jan 29, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 49,386 | 1,266 | 0.5% | 0.48% | 67 | +3,619 | 7.91% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 47,622 | 1,220 | 0.0% | 0.0% | 68 | +2,273 | 5.01% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 45,840 | 1,175 | 0.52% | 0.49% | 69 | +1,884 | 4.29% | Q4 2025 | Jan 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 45,639 | 1,170 | 0.24% | 0.53% | 70 | -50,420 | -52.49% | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 42,831 | 1,098 | 0.23% | 0.2% | 71 | +8,001 | 22.97% | Q4 2025 | Jan 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,646 | 1,093 | 0.04% | 0.03% | 72 | +7,119 | 20.04% | Q4 2025 | Jan 30, 2026 |
| Lantz Financial LLC | History | Reduced | 42,604 | 1,092 | 0.23% | 0.25% | 73 | -1,001 | -2.3% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 42,156 | 1,080 | 0.02% | 0.02% | 74 | -745 | -1.74% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,021 | 1,051 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 40,767 | 1,045 | 0.01% | 0.01% | 76 | +1,179 | 2.98% | Q4 2025 | Jan 20, 2026 |
| POSTROCK PARTNERS LLC | History | Reduced | 36,306 | 930 | 0.4% | 0.42% | 77 | -792 | -2.13% | Q4 2025 | Jan 16, 2026 |
| Prism Advisors, Inc. | History | No change | 35,665 | 914 | 0.24% | 0.25% | 78 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strid Group, LLC | History | No change | 35,064 | 898 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 35,000 | 897 | 0.0% | 0.0% | 80 | -204 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,816 | 841 | 0.0% | 0.0% | 81 | -4,402 | -11.83% | Q4 2025 | Feb 05, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 32,664 | 837 | 0.8% | — | 82 | +32,664 | New | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 32,637 | 836 | 0.01% | 0.01% | 83 | +9,053 | 38.39% | Q4 2025 | Jan 15, 2026 |
| Crews Bank & Trust | History | Reduced | 32,575 | 835 | 0.12% | 0.14% | 84 | -4,706 | -12.62% | Q4 2025 | Jan 21, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 32,500 | 833 | 0.48% | 0.42% | 85 | +4,000 | 14.04% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 32,403 | 830 | 0.02% | 0.02% | 86 | -13,325 | -29.14% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 32,309 | 828 | 0.0% | 0.0% | 87 | -10,866 | -25.17% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,700 | 812 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 29,820 | 764 | 0.17% | 0.19% | 89 | +68 | 0.23% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 29,533 | 757 | 0.06% | 0.05% | 90 | +4,742 | 19.13% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 28,281 | 725 | 0.02% | 0.01% | 91 | +17,831 | 170.63% | Q4 2025 | Feb 09, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 27,461 | 704 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,502 | 653 | 0.01% | 0.02% | 93 | -907 | -3.43% | Q4 2025 | Feb 06, 2026 |
| Financial Advisory Corp | History | Reduced | 25,084 | 643 | 0.09% | 0.11% | 94 | -3,204 | -11.33% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 24,807 | 635 | 0.01% | 0.01% | 95 | +2,692 | 12.17% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 24,743 | 634 | 0.32% | 0.52% | 96 | -13,743 | -35.71% | Q4 2025 | Feb 04, 2026 |
| 10Elms LLP | History | No change | 24,344 | 624 | 0.57% | 0.56% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 22,650 | 580 | 0.13% | 0.05% | 98 | +13,250 | 140.96% | Q4 2025 | Feb 11, 2026 |
| MEMBERS WEALTH LLC | History | No change | 22,399 | 574 | 0.36% | 0.36% | 99 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,780 | 558 | 0.1% | 0.1% | 100 | +240 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | Added to | 21,620 | 554 | 0.11% | 0.08% | 101 | +6,000 | 38.41% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,311 | 546 | 0.0% | 0.0% | 102 | +399 | 1.91% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 20,673 | 529 | 0.29% | 0.28% | 103 | +1,444 | 7.51% | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 20,600 | 528 | 0.09% | 0.07% | 104 | +4,900 | 31.21% | Q4 2025 | Jan 20, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,158 | 491 | 0.04% | 0.04% | 105 | +459 | 2.45% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,079 | 463 | 0.0% | 0.0% | 106 | -16,320 | -47.44% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | No change | 17,719 | 454 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | New | 17,442 | 447 | 0.19% | — | 108 | +17,442 | New | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Added to | 16,644 | 422 | 0.0% | 0.0% | 109 | +801 | 5.06% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 16,448 | 421 | 0.1% | 0.09% | 110 | +762 | 4.86% | Q4 2025 | Jan 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 15,423 | 395 | 0.05% | 0.05% | 111 | -961 | -5.87% | Q4 2025 | Jan 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,255 | 391 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FF Advisors,LLC | History | New | 14,822 | 379 | 0.17% | — | 113 | +14,822 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 14,533 | 372 | 0.0% | 0.0% | 114 | -589 | -3.89% | Q4 2025 | Feb 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,486 | 371 | 0.01% | 0.01% | 115 | +5,113 | 54.55% | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 14,305 | 366 | 0.04% | — | 117 | +14,305 | New | Q4 2025 | Feb 23, 2026 |
| Creative Planning | History | Reduced | 14,291 | 366 | 0.0% | 0.0% | 116 | -99 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,025 | 360 | 0.0% | 0.0% | 118 | -982 | -6.54% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | No change | 13,990 | 359 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | Added to | 13,709 | 351 | 0.03% | 0.04% | 120 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,229 | 339 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 12,881 | 330 | 0.0% | 0.02% | 122 | -55,195 | -81.08% | Q4 2025 | Jan 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 12,500 | 320 | 0.12% | 0.14% | 123 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,245 | 313 | 0.0% | 0.0% | 124 | -81,251 | -86.9% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,000 | 307 | 0.01% | 0.01% | 125 | -2,000 | -14.29% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,676 | 299 | 0.0% | 0.0% | 126 | +42 | 0.36% | Q4 2025 | Mar 16, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 11,594 | 297 | 0.25% | 0.23% | 127 | +467 | 4.2% | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,490 | 294 | 0.0% | — | 128 | +11,490 | New | Q4 2025 | Feb 18, 2026 |
| Peloton Wealth Strategists | History | No change | 11,000 | 282 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Reduced | 10,963 | 281 | 0.03% | 0.04% | 130 | -1,085 | -9.01% | Q4 2025 | Jan 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,893 | 279 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 10,564 | 270 | 0.02% | 0.02% | 132 | +600 | 6.02% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,245 | 262 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,178 | 260 | 0.04% | 0.06% | 134 | -3,384 | -24.95% | Q4 2025 | Feb 06, 2026 |
| Juno Financial Group LLC | History | New | 10,137 | 259 | 0.1% | — | 135 | +10,137 | New | Q4 2025 | Jan 28, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,000 | 256 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,827 | 251 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,451 | 242 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Klingman & Associates, LLC | History | Reduced | 9,349 | 239 | 0.01% | 0.01% | 139 | -1,645 | -14.96% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | No change | 9,312 | 238 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,161 | 234 | 0.01% | 0.01% | 141 | +780 | 9.31% | Q4 2025 | Jan 30, 2026 |
| TPG Advisors LLC | History | No change | 9,094 | 233 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,017 | 231 | 0.0% | — | 143 | +9,017 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,988 | 230 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,918 | 228 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,715 | 223 | 0.06% | 0.07% | 146 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,520 | 218 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HORAN Wealth, LLC | History | No change | 8,453 | 216 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,222 | 211 | 0.01% | 0.01% | 149 | +49 | 0.6% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 8,133 | 208 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ArborFi Advisors, LLC | History | New | 7,929 | 203 | 0.16% | — | 151 | +7,929 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Private Trust Co. | History | No change | 7,870 | 201 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Elequin Capital, LP | History | New | 6,995 | 179 | 0.01% | — | 153 | +6,995 | New | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 6,686 | 171 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,225 | 159 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,969 | 153 | 0.0% | 0.01% | 156 | -492 | -7.61% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,656 | 93 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,225 | 82 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 2,990 | 76 | 0.01% | — | 159 | +2,990 | New | Q4 2025 | Feb 25, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,824 | 72 | 0.0% | 0.0% | 160 | -5,650 | -66.67% | Q4 2025 | Feb 12, 2026 |
| NorthAvenue LLC | History | New | 2,325 | 59 | 0.05% | — | 161 | +2,325 | New | Q4 2025 | Apr 02, 2026 |
| American Capital Advisory, LLC | History | No change | 2,221 | 56 | 0.02% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,161 | 55 | 0.0% | — | 163 | +2,161 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,141 | 54 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,059 | 52 | 0.0% | — | 165 | +2,059 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,963 | 50 | 0.0% | 0.0% | 166 | +15 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Coastline Trust Co | History | No change | 1,918 | 49 | 0.0% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bank of New Hampshire | History | New | 1,905 | 48 | 0.01% | — | 168 | +1,905 | New | Q4 2025 | Mar 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 965 | 24 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Addison Advisors LLC | History | No change | 895 | 22 | 0.0% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 802 | 20 | 0.0% | — | 171 | +802 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | No change | 678 | 17 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 640 | 16 | 0.0% | — | 173 | +640 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 480 | 12 | 0.0% | — | 174 | +480 | New | Q4 2025 | Feb 06, 2026 |
| Stephens Consulting, LLC | History | No change | 313 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | No change | 147 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,577 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,029 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,508 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -34,773 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,036 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,486 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Closed out | 0 | 0 | — | 0.08% | — | -10,435 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SIGMA INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accretive Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,296 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,703 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,767 | -100.0% | Q3 2025 | Nov 26, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,943 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -716 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AE Wealth Management LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |