iSHARES TRUST - IBMQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,902,720 | 99,805 | 0.15% | 0.04% | 1 | +3,002,415 | 333.49% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,274,358 | 58,166 | 0.0% | 0.0% | 2 | +159,114 | 7.52% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 962,006 | 24,603 | 0.31% | 0.31% | 3 | +48,978 | 5.36% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 772,016 | 19,744 | 0.02% | 0.02% | 4 | +19,170 | 2.55% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 766,908 | 19,613 | 0.02% | 0.02% | 5 | +103,559 | 15.61% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 533,318 | 13,639 | 0.0% | 0.0% | 6 | -650 | -0.12% | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 518,402 | 13,258 | 0.82% | 0.72% | 7 | +79,895 | 18.22% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 488,211 | 12,485 | 0.05% | 0.05% | 8 | +35,214 | 7.77% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 438,509 | 11,214 | 0.0% | 0.0% | 9 | +66,828 | 17.98% | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 409,820 | 10,481 | 0.4% | 0.35% | 10 | +49,300 | 13.67% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 409,256 | 10,466 | 0.88% | 0.86% | 11 | +16,024 | 4.07% | Q4 2025 | Jan 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 391,299 | 10,007 | 0.58% | 0.58% | 12 | +6,656 | 1.73% | Q4 2025 | Feb 05, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 371,320 | 9,497 | 1.3% | 1.05% | 13 | +58,650 | 18.76% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 353,689 | 9,045 | 0.0% | 0.0% | 14 | +6,348 | 1.83% | Q4 2025 | Jan 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 313,253 | 8,011 | 0.54% | 0.56% | 15 | +3,973 | 1.28% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 294,479 | 7,531 | 0.0% | 0.0% | 16 | +17,477 | 6.31% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 292,818 | 7,488 | 0.0% | 0.0% | 17 | +3,000 | 1.04% | Q4 2025 | Feb 10, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 267,346 | 6,837 | 1.36% | 1.27% | 18 | +25,407 | 10.5% | Q4 2025 | Jan 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 259,759 | 6,643 | 0.61% | 0.62% | 19 | +853 | 0.33% | Q4 2025 | Jan 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 235,741 | 6,029 | 0.09% | 0.09% | 20 | +6,672 | 2.91% | Q4 2025 | Jan 22, 2026 |
| Lido Advisors, LLC | History | Added to | 220,660 | 5,656 | 0.02% | 0.02% | 21 | +16,538 | 8.1% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 213,654 | 5,464 | 0.0% | 0.0% | 22 | +14,071 | 7.05% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 200,616 | 5,130 | 0.25% | 0.21% | 23 | +33,612 | 20.13% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 167,289 | 4,278 | 0.08% | 0.08% | 24 | +15,904 | 10.51% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 155,432 | 3,975 | 0.0% | — | 25 | +155,432 | New | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 145,978 | 3,733 | 0.25% | 0.18% | 26 | +43,083 | 41.87% | Q4 2025 | Jan 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 132,562 | 3,390 | 0.02% | 0.02% | 27 | +13,383 | 11.23% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 132,578 | 3,390 | 0.04% | 0.03% | 28 | +12,023 | 9.97% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 127,876 | 3,270 | 0.37% | 0.41% | 29 | -1,770 | -1.37% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 126,430 | 3,233 | 0.0% | 0.0% | 30 | -41,238 | -24.6% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 125,925 | 3,220 | 0.02% | 0.03% | 31 | +1,490 | 1.2% | Q4 2025 | Feb 18, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 123,935 | 3,169 | 0.13% | 0.11% | 32 | +24,086 | 24.12% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 121,517 | 3,107 | 0.17% | 0.14% | 33 | +24,753 | 25.58% | Q4 2025 | Jan 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 119,536 | 3,057 | 0.67% | 0.62% | 34 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 115,031 | 2,941 | 0.04% | 0.03% | 35 | +18,952 | 19.73% | Q4 2025 | Feb 09, 2026 |
| PSI Advisors, LLC | History | New | 109,100 | 2,790 | 0.7% | — | 36 | +109,100 | New | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 104,780 | 2,679 | 0.0% | 0.0% | 37 | +36,149 | 52.67% | Q4 2025 | Feb 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 99,360 | 2,541 | 0.92% | 0.15% | 38 | +83,335 | 520.03% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 97,659 | 2,497 | 0.03% | 0.03% | 39 | +8,207 | 9.17% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 95,772 | 2,449 | 0.0% | 0.0% | 40 | +303 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Atwater Malick LLC | History | Added to | 95,171 | 2,433 | 0.67% | 0.09% | 41 | +83,272 | 699.82% | Q4 2025 | Jan 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 93,346 | 2,387 | 0.04% | 0.03% | 42 | +2,437 | 2.68% | Q4 2025 | Jan 05, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 91,825 | 2,348 | 0.31% | — | 43 | +91,825 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 76,534 | 1,957 | 0.01% | 0.0% | 44 | +41,925 | 121.14% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 72,927 | 1,865 | 0.02% | 0.02% | 45 | +10,435 | 16.7% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 71,632 | 1,831 | 0.03% | 0.03% | 46 | +9,046 | 14.45% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 70,139 | 1,793 | 0.01% | 0.0% | 47 | +58,343 | 494.6% | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | New | 69,683 | 1,782 | 0.31% | — | 48 | +69,683 | New | Q4 2025 | Feb 02, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 69,588 | 1,779 | 0.11% | 0.14% | 49 | -15,643 | -18.35% | Q4 2025 | Jan 21, 2026 |
| SPINNAKER TRUST | History | Added to | 65,502 | 1,675 | 0.09% | 0.08% | 50 | +5,888 | 9.88% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 64,805 | 1,657 | 0.0% | 0.0% | 51 | +1,962 | 3.12% | Q4 2025 | Feb 13, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 63,646 | 1,627 | 0.69% | 0.59% | 52 | +9,047 | 16.57% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 63,522 | 1,624 | 0.0% | 0.0% | 53 | +21,917 | 52.68% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 59,981 | 1,534 | 0.02% | 0.02% | 54 | +550 | 0.93% | Q4 2025 | Jan 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 55,217 | 1,412 | 0.34% | 0.36% | 55 | +1,189 | 2.2% | Q4 2025 | Feb 02, 2026 |
| Kastel Capital Advisors, LLC | History | New | 54,269 | 1,387 | 0.85% | — | 56 | +54,269 | New | Q4 2025 | Feb 18, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 51,954 | 1,328 | 0.2% | 0.21% | 57 | +421 | 0.82% | Q4 2025 | Jan 12, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 49,183 | 1,257 | 0.5% | 0.47% | 59 | +4,088 | 9.07% | Q4 2025 | Jan 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 49,154 | 1,257 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Added to | 47,539 | 1,215 | 0.02% | 0.02% | 60 | +1,052 | 2.26% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 46,090 | 1,178 | 0.01% | — | 61 | +46,090 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 46,090 | 1,178 | 0.48% | 0.47% | 62 | -895 | -1.9% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 45,071 | 1,152 | 0.0% | 0.0% | 63 | +20,819 | 85.84% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 44,197 | 1,130 | 0.0% | 0.0% | 64 | +30,230 | 216.44% | Q4 2025 | Feb 12, 2026 |
| Envision Financial Planning, LLC | History | Added to | 43,931 | 1,123 | 0.42% | 0.47% | 65 | +279 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | New | 43,248 | 1,106 | 0.23% | — | 66 | +43,248 | New | Q4 2025 | Jan 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 42,960 | 1,098 | 0.23% | 0.2% | 67 | +8,031 | 22.99% | Q4 2025 | Jan 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,753 | 1,093 | 0.04% | 0.03% | 68 | +7,115 | 19.96% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,352 | 1,057 | 0.0% | 0.0% | 69 | +1,304 | 3.26% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 39,523 | 1,010 | 0.06% | 0.13% | 70 | -42,626 | -51.89% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 38,507 | 984 | 0.03% | 0.01% | 71 | +21,852 | 131.2% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | Reduced | 37,755 | 965 | 0.14% | 0.14% | 72 | -27 | -0.07% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 37,079 | 948 | 0.0% | 0.0% | 73 | +2,740 | 7.98% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 35,413 | 905 | 0.01% | 0.01% | 74 | -987 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 35,300 | 902 | 0.52% | 0.43% | 75 | +6,000 | 20.48% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 35,043 | 896 | 0.01% | 0.01% | 76 | +1,160 | 3.42% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 35,000 | 895 | 0.0% | 0.0% | 77 | -224 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 34,950 | 893 | 0.17% | 0.09% | 78 | +16,200 | 86.4% | Q4 2025 | Jan 23, 2026 |
| Rossmore Private Capital | History | Added to | 33,829 | 865 | 0.08% | 0.05% | 79 | +15,942 | 89.13% | Q4 2025 | Feb 05, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 33,148 | 847 | 0.81% | — | 80 | +33,148 | New | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 32,852 | 840 | 0.01% | 0.01% | 81 | +8,998 | 37.72% | Q4 2025 | Jan 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 31,893 | 815 | 0.18% | 0.2% | 82 | +60 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 792 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 30,277 | 774 | 0.34% | 0.32% | 84 | +1,891 | 6.66% | Q4 2025 | Jan 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 28,756 | 735 | 0.05% | 0.04% | 85 | +5,102 | 21.57% | Q4 2025 | Feb 10, 2026 |
| FF Advisors,LLC | History | Added to | 28,676 | 733 | 0.33% | 0.26% | 86 | +7,801 | 37.37% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 28,219 | 721 | 0.0% | — | 87 | +28,219 | New | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,198 | 721 | 0.0% | 0.0% | 88 | -2,034 | -6.73% | Q4 2025 | Feb 05, 2026 |
| WJ Wealth Management, LLC | History | No change | 28,107 | 718 | 0.31% | 0.32% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRUE Private Wealth Advisors | History | New | 27,438 | 701 | 0.07% | — | 90 | +27,438 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 26,346 | 673 | 0.02% | 0.02% | 91 | +1,277 | 5.09% | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | No change | 24,940 | 637 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Advisory Corp | History | Reduced | 23,586 | 603 | 0.09% | 0.1% | 93 | -2,499 | -9.58% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 23,095 | 590 | 0.01% | 0.01% | 94 | +2,896 | 14.34% | Q4 2025 | Feb 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 22,563 | 577 | 0.12% | 0.27% | 95 | -25,693 | -53.24% | Q4 2025 | Jan 22, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 22,554 | 576 | 0.38% | 0.37% | 96 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,589 | 552 | 0.01% | 0.0% | 97 | +12,037 | 126.02% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 21,375 | 546 | 0.1% | — | 98 | +21,375 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,182 | 541 | 0.0% | 0.0% | 99 | -15,482 | -42.23% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,880 | 534 | 0.0% | 0.0% | 100 | +2,762 | 15.24% | Q4 2025 | Feb 17, 2026 |
| 10Elms LLP | History | No change | 20,360 | 520 | 0.48% | 0.47% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wick Capital Partners, LLC | History | Added to | 20,324 | 519 | 0.09% | 0.06% | 102 | +9,800 | 93.12% | Q4 2025 | Mar 02, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 19,920 | 509 | 0.16% | 0.17% | 103 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,229 | 491 | 0.0% | 0.0% | 104 | +43 | 0.22% | Q4 2025 | Mar 16, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,382 | 470 | 0.04% | 0.04% | 105 | +265 | 1.46% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | New | 18,375 | 469 | 0.01% | — | 106 | +18,375 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 18,077 | 462 | 0.01% | 0.01% | 107 | +8 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,063 | 461 | 0.0% | 0.0% | 108 | +8,954 | 98.3% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | No change | 17,635 | 451 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 16,841 | 430 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,612 | 399 | 0.0% | 0.0% | 111 | -2,350 | -13.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,009 | 383 | 0.0% | 0.0% | 112 | -7,309 | -32.75% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 14,702 | 376 | 0.02% | 0.02% | 114 | +9 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,709 | 376 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 14,678 | 375 | 0.01% | 0.01% | 115 | +119 | 0.82% | Q4 2025 | Jan 14, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,395 | 368 | 0.06% | 0.05% | 116 | +4,121 | 40.11% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 14,375 | 367 | 0.04% | — | 117 | +14,375 | New | Q4 2025 | Feb 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 13,806 | 353 | 0.18% | 0.2% | 119 | +111 | 0.81% | Q4 2025 | Jan 29, 2026 |
| Passive Capital Management, LLC. | History | No change | 13,803 | 353 | 0.11% | 0.12% | 118 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,800 | 352 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trust Co | History | Added to | 13,729 | 351 | 0.03% | 0.04% | 121 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,615 | 348 | 0.01% | 0.01% | 122 | -3,462 | -20.27% | Q4 2025 | Jan 07, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 13,503 | 345 | 0.08% | 0.08% | 123 | +561 | 4.33% | Q4 2025 | Jan 21, 2026 |
| TPG Advisors LLC | History | Added to | 13,073 | 334 | 0.21% | 0.22% | 124 | +24 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Peloton Wealth Strategists | History | No change | 13,000 | 332 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 12,750 | 326 | 0.02% | 0.02% | 126 | +3,000 | 30.77% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | Reduced | 12,693 | 324 | 0.02% | 0.02% | 128 | -3,711 | -22.62% | Q4 2025 | Jan 29, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 12,673 | 324 | 0.09% | 0.11% | 127 | -1,529 | -10.77% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,459 | 318 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,370 | 316 | 0.0% | 0.0% | 130 | +2,551 | 25.98% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 12,095 | 309 | 0.04% | 0.04% | 131 | -970 | -7.42% | Q4 2025 | Jan 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,495 | 293 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,933 | 279 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,158 | 259 | 0.01% | 0.01% | 134 | -4,643 | -31.37% | Q4 2025 | Feb 04, 2026 |
| Leo Wealth, LLC | History | Added to | 9,980 | 255 | 0.02% | 0.03% | 135 | +65 | 0.66% | Q4 2025 | Jan 21, 2026 |
| PFG Private Wealth Management, LLC | History | New | 9,852 | 251 | 0.11% | — | 136 | +9,852 | New | Q4 2025 | Jan 15, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,500 | 242 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,448 | 241 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,086 | 232 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 9,022 | 231 | 0.01% | 0.01% | 140 | +629 | 7.49% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,809 | 225 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,820 | 225 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,562 | 218 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HORAN Wealth, LLC | History | New | 8,495 | 217 | 0.03% | — | 144 | +8,495 | New | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,358 | 213 | 0.0% | 0.0% | 145 | -98 | -1.16% | Q4 2025 | Mar 25, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 8,237 | 210 | 0.05% | — | 146 | +8,237 | New | Q4 2025 | Jan 09, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 8,180 | 209 | 0.18% | 0.23% | 147 | -1,850 | -18.44% | Q4 2025 | Jan 21, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,030 | 205 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MEMBERS WEALTH LLC | History | New | 7,970 | 204 | 0.13% | — | 149 | +7,970 | New | Q4 2025 | Jan 28, 2026 |
| ArborFi Advisors, LLC | History | New | 7,963 | 203 | 0.16% | — | 150 | +7,963 | New | Q4 2025 | Jan 29, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 7,892 | 201 | 0.06% | 0.07% | 151 | -487 | -5.81% | Q4 2025 | Jan 28, 2026 |
| CNB Bank | History | No change | 7,637 | 195 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 6,980 | 178 | 0.0% | 0.0% | 153 | +245 | 3.64% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 6,045 | 154 | 0.02% | 0.02% | 154 | +115 | 1.94% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,907 | 151 | 0.0% | 0.0% | 155 | -5,759 | -49.37% | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 4,770 | 121 | 0.03% | — | 156 | +4,770 | New | Q4 2025 | Mar 16, 2026 |
| Princeton Global Asset Management LLC | History | New | 4,705 | 120 | 0.02% | — | 157 | +4,705 | New | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,261 | 108 | 0.0% | 0.0% | 158 | +1,573 | 58.52% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 4,000 | 102 | 0.01% | 0.02% | 159 | +33 | 0.83% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,217 | 56 | 0.02% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 1,964 | 50 | 0.0% | 0.0% | 162 | -841 | -29.98% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,794 | 45 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,511 | 38 | 0.0% | 0.0% | 164 | +1,253 | 485.66% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,309 | 33 | 0.0% | 0.0% | 165 | +8 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | No change | 995 | 25 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 828 | 21 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 813 | 20 | 0.0% | — | 169 | +813 | New | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 803 | 20 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 649 | 16 | 0.0% | — | 170 | +649 | New | Q4 2025 | Feb 05, 2026 |
| NorthAvenue LLC | History | New | 387 | 9 | 0.01% | — | 171 | +387 | New | Q4 2025 | Apr 02, 2026 |
| Stephens Consulting, LLC | History | No change | 313 | 8 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 43 | 1 | 0.0% | — | 174 | +43 | New | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 40 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,015 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,854 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PGIM Custom Harvest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AE Wealth Management LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |