iSHARES TRUST - IBMP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,280,380 | 57,898 | 0.0% | 0.0% | 1 | +124,712 | 5.79% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,032,818 | 51,614 | 0.08% | 0.04% | 2 | +1,077,952 | 112.89% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,081,434 | 27,457 | 0.01% | 0.01% | 3 | +16,025 | 1.5% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 968,164 | 24,581 | 0.03% | 0.03% | 4 | +52,099 | 5.69% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 956,583 | 24,287 | 0.31% | 0.31% | 5 | +33,408 | 3.62% | Q4 2025 | Feb 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 767,948 | 19,498 | 1.8% | 1.83% | 6 | -3,399 | -0.44% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 714,846 | 18,149 | 0.02% | 0.02% | 7 | -18,144 | -2.48% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 584,924 | 14,851 | 0.0% | 0.0% | 8 | +97,940 | 20.11% | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 537,643 | 13,650 | 0.84% | 0.77% | 9 | +65,886 | 13.97% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 485,182 | 12,318 | 0.04% | 0.05% | 10 | +31,056 | 6.84% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 481,015 | 12,212 | 0.0% | 0.0% | 11 | +38,368 | 8.67% | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 436,605 | 11,085 | 0.64% | 0.6% | 12 | +36,992 | 9.26% | Q4 2025 | Feb 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 411,966 | 10,459 | 0.7% | 0.74% | 13 | +390 | 0.09% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 367,947 | 9,371 | 0.03% | 0.03% | 14 | +3,145 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 366,990 | 9,318 | 1.27% | 1.12% | 15 | +30,175 | 8.96% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 352,860 | 8,959 | 0.0% | 0.0% | 16 | -27,330 | -7.19% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 270,571 | 6,869 | 0.0% | 0.0% | 17 | +11,110 | 4.28% | Q4 2025 | Feb 10, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 260,139 | 6,604 | 1.31% | 1.25% | 18 | +20,293 | 8.46% | Q4 2025 | Jan 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 240,335 | 6,102 | 0.23% | 0.19% | 19 | +44,625 | 22.8% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 209,257 | 5,313 | 0.08% | 0.08% | 20 | +15,296 | 7.89% | Q4 2025 | Jan 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 208,034 | 5,281 | 0.22% | 0.2% | 21 | +18,443 | 9.73% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 203,890 | 5,176 | 0.06% | 0.05% | 22 | +2,435 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 185,933 | 4,720 | 0.53% | 0.58% | 23 | -1,706 | -0.91% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 183,316 | 4,654 | 0.01% | 0.01% | 24 | +18,012 | 10.9% | Q4 2025 | Feb 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 183,054 | 4,647 | 0.31% | 0.26% | 25 | +37,333 | 25.62% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 170,966 | 4,340 | 0.09% | 0.08% | 26 | +15,716 | 10.12% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 161,923 | 4,111 | 0.0% | 0.0% | 27 | -28,973 | -15.18% | Q4 2025 | Feb 18, 2026 |
| Paradiem, LLC | History | No change | 160,410 | 4,072 | 0.97% | 0.95% | 28 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 137,330 | 3,486 | 0.19% | 0.17% | 29 | +20,635 | 17.68% | Q4 2025 | Jan 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 132,981 | 3,376 | 0.02% | 0.02% | 30 | +11,580 | 9.54% | Q4 2025 | Feb 17, 2026 |
| PSI Advisors, LLC | History | New | 131,846 | 3,347 | 0.84% | — | 31 | +131,846 | New | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 126,491 | 3,211 | 0.02% | 0.03% | 32 | +309 | 0.24% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 125,943 | 3,197 | 0.0% | 0.0% | 33 | -8,417 | -6.26% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 123,517 | 3,136 | 0.02% | 0.0% | 34 | +97,728 | 378.95% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 107,014 | 2,717 | 0.0% | — | 35 | +107,014 | New | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | Added to | 106,413 | 2,701 | 0.48% | 0.1% | 36 | +90,072 | 551.2% | Q4 2025 | Mar 02, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 105,520 | 2,679 | 0.06% | 0.01% | 37 | +442 | 0.42% | Q4 2025 | Feb 20, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 104,223 | 2,646 | 0.96% | 0.94% | 38 | +4,345 | 4.35% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 103,895 | 2,637 | 0.03% | 0.03% | 39 | +7,291 | 7.55% | Q4 2025 | Feb 09, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 96,609 | 2,452 | 1.07% | 1.09% | 40 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atwater Malick LLC | History | Added to | 93,331 | 2,369 | 0.65% | 0.61% | 41 | +11,227 | 13.67% | Q4 2025 | Jan 23, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 92,229 | 2,341 | 0.31% | — | 42 | +92,229 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 91,054 | 2,311 | 0.0% | 0.0% | 43 | +81,183 | 822.44% | Q4 2025 | Feb 12, 2026 |
| Glenview Trust Co | History | Reduced | 82,337 | 2,090 | 0.03% | 0.03% | 44 | -987 | -1.18% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 80,923 | 2,054 | 0.0% | 0.0% | 45 | -34,304 | -29.77% | Q4 2025 | Feb 17, 2026 |
| Kastel Capital Advisors, LLC | History | New | 74,883 | 1,901 | 1.17% | — | 46 | +74,883 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 73,005 | 1,853 | 0.0% | 0.0% | 47 | +10,837 | 17.43% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 71,401 | 1,812 | 0.02% | 0.02% | 48 | +6,001 | 9.18% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 71,149 | 1,806 | 0.0% | 0.0% | 49 | +29,099 | 69.2% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 70,951 | 1,801 | 0.0% | 0.0% | 50 | +27,349 | 62.72% | Q4 2025 | Jan 23, 2026 |
| SPINNAKER TRUST | History | Added to | 68,105 | 1,729 | 0.09% | 0.09% | 51 | +2,819 | 4.32% | Q4 2025 | Feb 10, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 67,891 | 1,723 | 0.73% | 0.63% | 52 | +9,112 | 15.5% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 64,848 | 1,646 | 0.03% | 0.03% | 53 | +600 | 0.93% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Reduced | 62,344 | 1,582 | 0.02% | 0.03% | 54 | -10,594 | -14.52% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 59,009 | 1,498 | 0.23% | 0.24% | 55 | +476 | 0.81% | Q4 2025 | Jan 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56,799 | 1,442 | 0.09% | 0.1% | 56 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RIA Advisory Group LLC | History | Reduced | 55,809 | 1,416 | 0.34% | 0.37% | 57 | -578 | -1.03% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 54,501 | 1,383 | 0.03% | 0.02% | 58 | +3,506 | 6.88% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 51,354 | 1,303 | 0.01% | — | 59 | +51,354 | New | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | New | 51,062 | 1,296 | 0.01% | — | 60 | +51,062 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 51,062 | 1,296 | 0.53% | 0.52% | 61 | -1,283 | -2.45% | Q4 2025 | Jan 15, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 49,609 | 1,259 | 0.5% | 0.47% | 62 | +4,188 | 9.22% | Q4 2025 | Jan 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 49,119 | 1,247 | 0.08% | 0.1% | 63 | -11,017 | -18.32% | Q4 2025 | Jan 21, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 46,209 | 1,173 | 0.52% | 0.49% | 64 | +1,902 | 4.29% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 44,762 | 1,136 | 0.01% | 0.01% | 65 | +1,229 | 2.82% | Q4 2025 | Jan 20, 2026 |
| Prism Advisors, Inc. | History | No change | 44,715 | 1,135 | 0.3% | 0.31% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspen Wealth Management LLC | History | Added to | 43,209 | 1,097 | 0.23% | 0.2% | 67 | +8,083 | 23.01% | Q4 2025 | Jan 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,992 | 1,091 | 0.04% | 0.03% | 68 | +7,173 | 20.03% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 42,651 | 1,082 | 0.01% | 0.01% | 69 | +3 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 41,867 | 1,063 | 0.0% | 0.0% | 70 | +1,284 | 3.16% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 40,684 | 1,032 | 0.01% | 0.01% | 71 | +9,153 | 29.03% | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 40,139 | 1,019 | 0.01% | 0.01% | 72 | -10,953 | -21.44% | Q4 2025 | Feb 02, 2026 |
| TRUE Private Wealth Advisors | History | New | 36,453 | 925 | 0.09% | — | 73 | +36,453 | New | Q4 2025 | Feb 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 36,300 | 921 | 0.53% | 0.47% | 74 | +4,000 | 12.38% | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 36,265 | 920 | 0.19% | 0.36% | 75 | -29,688 | -45.01% | Q4 2025 | Jan 22, 2026 |
| Crews Bank & Trust | History | Reduced | 35,825 | 909 | 0.13% | 0.14% | 76 | -1,213 | -3.28% | Q4 2025 | Jan 21, 2026 |
| Lantz Financial LLC | History | Added to | 35,770 | 908 | 0.19% | 0.2% | 77 | +594 | 1.69% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 35,422 | 899 | 0.0% | 0.0% | 78 | +1,739 | 5.16% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,000 | 888 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 34,308 | 871 | 0.0% | 0.0% | 80 | +2,850 | 9.06% | Q4 2025 | Feb 17, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 33,092 | 840 | 0.8% | — | 81 | +33,092 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,459 | 824 | 0.02% | 0.02% | 82 | -155 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 32,293 | 819 | 0.19% | 0.2% | 83 | +69 | 0.21% | Q4 2025 | Jan 26, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 31,764 | 806 | 0.01% | 0.01% | 84 | -4,554 | -12.54% | Q4 2025 | Jan 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 787 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,241 | 767 | 0.01% | 0.01% | 86 | +745 | 2.53% | Q4 2025 | Feb 11, 2026 |
| Curbstone Financial Management Corp | History | Added to | 30,060 | 763 | 0.15% | 0.11% | 87 | +8,400 | 38.78% | Q4 2025 | Jan 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 29,687 | 753 | 0.05% | 0.05% | 88 | +4,823 | 19.4% | Q4 2025 | Feb 10, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 28,982 | 735 | 0.32% | 0.34% | 89 | -1,176 | -3.9% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,400 | 721 | 0.0% | 0.0% | 90 | -1,606 | -5.35% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 28,044 | 712 | 0.01% | 0.02% | 91 | -13,392 | -32.32% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 26,797 | 680 | 0.02% | 0.01% | 92 | +17,973 | 203.68% | Q4 2025 | Feb 09, 2026 |
| Strid Group, LLC | History | No change | 25,530 | 648 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Advisory Corp | History | Reduced | 25,046 | 635 | 0.09% | 0.11% | 94 | -3,236 | -11.44% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,522 | 622 | 0.0% | 0.0% | 95 | +2,758 | 12.67% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,183 | 613 | 0.0% | 0.0% | 96 | -118,745 | -83.08% | Q4 2025 | Feb 10, 2026 |
| Envision Financial Planning, LLC | History | No change | 23,448 | 595 | 0.22% | 0.25% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,291 | 591 | 0.01% | 0.0% | 98 | +11,738 | 101.6% | Q4 2025 | Jan 29, 2026 |
| 10Elms LLP | History | Added to | 22,694 | 576 | 0.53% | 0.5% | 99 | +700 | 3.18% | Q4 2025 | Feb 13, 2026 |
| MEMBERS WEALTH LLC | History | No change | 22,588 | 575 | 0.36% | 0.36% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 21,910 | 556 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 21,524 | 546 | 0.27% | 0.36% | 102 | -5,761 | -21.11% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 21,221 | 538 | 0.0% | 0.0% | 103 | -1,171 | -5.23% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 20,676 | 524 | 0.06% | 0.04% | 104 | +5,962 | 40.52% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,729 | 500 | 0.0% | 0.0% | 105 | +9,880 | 100.31% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | No change | 19,645 | 498 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,973 | 481 | 0.04% | 0.04% | 107 | +465 | 2.51% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 18,531 | 470 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 16,228 | 412 | 0.21% | 0.23% | 109 | +134 | 0.83% | Q4 2025 | Jan 29, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 16,059 | 407 | 0.03% | 0.88% | 110 | -387,868 | -96.02% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 15,584 | 395 | 0.02% | 0.02% | 111 | -2,029 | -11.52% | Q4 2025 | Jan 29, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 15,540 | 394 | 0.01% | 0.01% | 112 | -668 | -4.12% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 15,160 | 384 | 0.09% | 0.09% | 113 | +761 | 5.29% | Q4 2025 | Jan 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,089 | 383 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,816 | 376 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 14,658 | 372 | 0.0% | 0.0% | 116 | -594 | -3.89% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,526 | 368 | 0.06% | 0.04% | 117 | +4,368 | 43.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 14,457 | 367 | 0.04% | — | 118 | +14,457 | New | Q4 2025 | Feb 23, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 14,162 | 359 | 0.09% | 0.1% | 119 | +708 | 5.26% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,914 | 353 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trust Co | History | Added to | 13,789 | 350 | 0.03% | 0.04% | 121 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | No change | 13,221 | 335 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 13,178 | 334 | 0.0% | 0.0% | 123 | +131 | 1.0% | Q4 2025 | Jan 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,043 | 331 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 13,019 | 330 | 0.01% | 0.01% | 125 | +3,538 | 37.32% | Q4 2025 | Feb 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 12,900 | 327 | 0.07% | — | 126 | +12,900 | New | Q4 2025 | Feb 11, 2026 |
| FF Advisors,LLC | History | New | 12,438 | 315 | 0.14% | — | 127 | +12,438 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,983 | 304 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,757 | 298 | 0.0% | 0.0% | 129 | +44 | 0.38% | Q4 2025 | Mar 16, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,590 | 294 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 11,087 | 281 | 0.01% | — | 132 | +11,087 | New | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 11,070 | 281 | 0.03% | 0.04% | 131 | -972 | -8.07% | Q4 2025 | Jan 15, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,943 | 277 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PFG Private Wealth Management, LLC | History | New | 10,559 | 268 | 0.12% | — | 134 | +10,559 | New | Q4 2025 | Jan 15, 2026 |
| Juno Financial Group LLC | History | New | 10,144 | 257 | 0.1% | — | 135 | +10,144 | New | Q4 2025 | Jan 28, 2026 |
| Peloton Wealth Strategists | History | No change | 10,000 | 254 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | No change | 10,000 | 253 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 9,960 | 252 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rossmore Private Capital | History | Added to | 9,741 | 247 | 0.02% | 0.01% | 139 | +7,760 | 391.72% | Q4 2025 | Feb 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 9,500 | 241 | 0.09% | 0.12% | 141 | -1,500 | -13.64% | Q4 2025 | Jan 28, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,517 | 241 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Legacy Private Trust Co. | History | No change | 9,395 | 238 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TPG Advisors LLC | History | No change | 9,116 | 231 | 0.14% | 0.15% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,825 | 224 | 0.06% | 0.07% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 8,814 | 223 | 0.15% | 0.14% | 145 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,633 | 219 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HORAN Wealth, LLC | History | No change | 8,544 | 216 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 8,450 | 214 | 0.03% | 0.02% | 148 | +4,500 | 113.92% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,134 | 206 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 8,000 | 203 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ArborFi Advisors, LLC | History | New | 7,994 | 202 | 0.16% | — | 151 | +7,994 | New | Q4 2025 | Jan 29, 2026 |
| CNB Bank | History | No change | 7,594 | 192 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 7,550 | 191 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 7,024 | 178 | 0.02% | 0.03% | 154 | +58 | 0.83% | Q4 2025 | Jan 23, 2026 |
| Elequin Capital, LP | History | New | 6,044 | 153 | 0.01% | — | 156 | +6,044 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,057 | 153 | 0.0% | 0.01% | 155 | -496 | -7.57% | Q4 2025 | Feb 11, 2026 |
| Coastline Trust Co | History | No change | 4,716 | 119 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | Reduced | 4,394 | 111 | 0.0% | 0.08% | 158 | -88,231 | -95.26% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,729 | 69 | 0.0% | 0.0% | 159 | +471 | 20.86% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,691 | 68 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 2,231 | 56 | 0.02% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,104 | 53 | 0.0% | — | 163 | +2,104 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,988 | 50 | 0.0% | — | 164 | +1,988 | New | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,115 | 28 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 962 | 24 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Addison Advisors LLC | History | No change | 910 | 23 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 837 | 21 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 812 | 20 | 0.0% | — | 169 | +812 | New | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 800 | 20 | 0.0% | — | 170 | +800 | New | Q4 2025 | Feb 25, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 648 | 16 | 0.0% | — | 171 | +648 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 573 | 14 | 0.0% | 0.0% | 172 | -495 | -46.35% | Q4 2025 | Feb 17, 2026 |
| NorthAvenue LLC | History | New | 376 | 9 | 0.01% | — | 173 | +376 | New | Q4 2025 | Apr 02, 2026 |
| Stephens Consulting, LLC | History | No change | 314 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 44 | 1 | 0.0% | — | 176 | +44 | New | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 44 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -49,050 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,897 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,149 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accretive Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,357 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q3 2025 | Oct 27, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AE Wealth Management LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |