iSHARES TRUST - IBMR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | 2,092,664 | 53,218 | 0.08% | 0.04% | 1 | +1,271,042 | 154.7% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,348,304 | 34,287 | 0.0% | 0.0% | 2 | +776,430 | 135.77% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 952,366 | 24,218 | 0.31% | 0.3% | 3 | +50,311 | 5.58% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 745,806 | 18,965 | 0.02% | 0.02% | 4 | +33,754 | 4.74% | Q4 2025 | Feb 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 419,412 | 10,665 | 0.66% | 0.42% | 5 | +158,746 | 60.9% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 391,318 | 9,951 | 0.0% | 0.0% | 6 | +65,600 | 20.14% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 384,855 | 9,786 | 0.01% | 0.01% | 7 | +49,495 | 14.76% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 298,545 | 7,591 | 0.0% | 0.0% | 8 | -15,216 | -4.85% | Q4 2025 | Jan 29, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 279,534 | 7,108 | 0.48% | 0.51% | 9 | -348 | -0.12% | Q4 2025 | Jan 13, 2026 |
| Covington Investment Advisors Inc. | History | New | 238,975 | 6,077 | 0.83% | — | 10 | +238,975 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 238,000 | 6,052 | 0.0% | 0.0% | 11 | +27,819 | 13.24% | Q4 2025 | Feb 18, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 205,521 | 5,226 | 1.04% | 0.92% | 12 | +30,120 | 17.17% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 194,635 | 4,949 | 0.0% | 0.0% | 13 | +16,889 | 9.5% | Q4 2025 | Feb 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 167,451 | 4,258 | 0.16% | 0.12% | 14 | +44,350 | 36.03% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,597 | 4,160 | 0.0% | 0.0% | 15 | +32,517 | 24.81% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 153,627 | 3,906 | 0.06% | 0.05% | 16 | +20,239 | 15.17% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Added to | 153,538 | 3,904 | 0.06% | 0.06% | 17 | +1,898 | 1.25% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 144,285 | 3,669 | 0.07% | 0.07% | 18 | +14,921 | 11.53% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 136,578 | 3,473 | 0.0% | 0.0% | 19 | +54,650 | 66.7% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 130,319 | 3,314 | 0.02% | 0.02% | 20 | +17,060 | 15.06% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 126,526 | 3,217 | 0.04% | 0.04% | 21 | +14,718 | 13.16% | Q4 2025 | Feb 09, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 130,223 | 3,047 | 0.19% | — | 22 | +130,223 | New | Q4 2025 | Jan 21, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 119,718 | 3,044 | 0.66% | 0.62% | 23 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Added to | 107,081 | 2,732 | 0.01% | 0.01% | 24 | +17,694 | 19.79% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 104,056 | 2,646 | 0.03% | 0.01% | 25 | +62,994 | 153.41% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 101,176 | 2,572 | 0.16% | 0.18% | 26 | -5,892 | -5.5% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 101,044 | 2,569 | 0.0% | 0.0% | 27 | +18,806 | 22.87% | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 91,917 | 2,337 | 0.31% | — | 28 | +91,917 | New | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 87,574 | 2,227 | 0.09% | 0.04% | 29 | +48,541 | 124.36% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 85,690 | 2,179 | 0.01% | 0.01% | 30 | +1,667 | 1.98% | Q4 2025 | Feb 18, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 81,442 | 2,071 | 0.03% | 0.03% | 31 | +7,507 | 10.15% | Q4 2025 | Jan 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 74,015 | 1,882 | 0.13% | 0.12% | 32 | +6,275 | 9.26% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 73,432 | 1,867 | 0.02% | 0.02% | 33 | +19,728 | 36.73% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 73,014 | 1,856 | 0.0% | — | 34 | +73,014 | New | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | New | 70,043 | 1,781 | 0.31% | — | 35 | +70,043 | New | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 67,081 | 1,705 | 0.03% | 0.03% | 36 | +9,994 | 17.51% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,733 | 1,697 | 0.01% | 0.01% | 37 | +15,438 | 30.1% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 66,339 | 1,687 | 0.0% | 0.0% | 38 | +20,749 | 45.51% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 65,722 | 1,671 | 0.02% | 0.01% | 39 | +38,252 | 139.25% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | New | 64,124 | 1,630 | 0.0% | — | 40 | +64,124 | New | Q4 2025 | Feb 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 61,038 | 1,552 | 0.66% | 0.45% | 41 | +19,233 | 46.01% | Q4 2025 | Jan 22, 2026 |
| Curbstone Financial Management Corp | History | Added to | 60,270 | 1,532 | 0.29% | 0.16% | 42 | +28,000 | 86.77% | Q4 2025 | Jan 23, 2026 |
| FF Advisors,LLC | History | Added to | 56,057 | 1,425 | 0.63% | 0.38% | 43 | +24,843 | 79.59% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,087 | 1,350 | 0.0% | 0.0% | 44 | -3,774 | -6.64% | Q4 2025 | Feb 12, 2026 |
| Hills Bank & Trust Co | History | Reduced | 52,032 | 1,323 | 0.08% | 0.19% | 45 | -73,117 | -58.42% | Q4 2025 | Feb 05, 2026 |
| RIA Advisory Group LLC | History | New | 51,479 | 1,309 | 0.31% | — | 46 | +51,479 | New | Q4 2025 | Feb 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 50,847 | 1,293 | 0.2% | 0.21% | 47 | +431 | 0.85% | Q4 2025 | Jan 12, 2026 |
| PSI Advisors, LLC | History | New | 50,800 | 1,291 | 0.32% | — | 48 | +50,800 | New | Q4 2025 | Feb 09, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 46,156 | 1,173 | 0.44% | 0.5% | 49 | -315 | -0.68% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Added to | 45,271 | 1,151 | 0.06% | 0.04% | 50 | +18,951 | 72.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 44,461 | 1,130 | 0.02% | 0.02% | 51 | +587 | 1.34% | Q4 2025 | Jan 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 43,233 | 1,099 | 0.23% | 0.2% | 52 | +8,070 | 22.95% | Q4 2025 | Jan 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,988 | 1,093 | 0.04% | 0.03% | 53 | +7,145 | 19.93% | Q4 2025 | Jan 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 42,049 | 1,069 | 0.06% | — | 54 | +42,049 | New | Q4 2025 | Jan 07, 2026 |
| Rossmore Private Capital | History | Added to | 38,716 | 984 | 0.09% | 0.03% | 55 | +28,769 | 289.22% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,489 | 978 | 0.0% | 0.0% | 56 | +4,455 | 13.09% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | New | 36,436 | 926 | 0.09% | — | 57 | +36,436 | New | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 33,371 | 848 | 0.09% | 0.1% | 58 | -841 | -2.46% | Q4 2025 | Jan 29, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 33,100 | 841 | 0.19% | 0.21% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 32,922 | 837 | 0.01% | 0.01% | 60 | +8,926 | 37.2% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | No change | 32,205 | 818 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 32,017 | 814 | 0.0% | 0.0% | 62 | +3,625 | 12.77% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 31,792 | 808 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | New | 31,758 | 807 | 0.01% | — | 64 | +31,758 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Added to | 31,758 | 807 | 0.33% | 0.31% | 65 | +233 | 0.74% | Q4 2025 | Jan 15, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 31,300 | 795 | 0.45% | 0.35% | 66 | +7,500 | 31.51% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 788 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 30,512 | 775 | 0.34% | 0.32% | 68 | +1,905 | 6.66% | Q4 2025 | Jan 20, 2026 |
| Financial Advisory Corp | History | New | 30,453 | 774 | 0.11% | — | 69 | +30,453 | New | Q4 2025 | Jan 27, 2026 |
| Elequin Capital, LP | History | Added to | 30,406 | 773 | 0.06% | 0.04% | 70 | +799 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 29,679 | 754 | 0.0% | 0.0% | 71 | -4,178 | -12.34% | Q4 2025 | Mar 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 29,009 | 737 | 0.01% | 0.01% | 72 | -1,832 | -5.94% | Q4 2025 | Feb 18, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 28,920 | 735 | 0.05% | 0.05% | 73 | +4,780 | 19.8% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,848 | 683 | 0.0% | 0.0% | 74 | +7 | 0.03% | Q4 2025 | Feb 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 24,971 | 634 | 0.01% | 0.01% | 75 | -498 | -1.96% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 24,900 | 633 | 0.01% | 0.01% | 76 | +3,791 | 17.96% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 23,251 | 591 | 0.0% | 0.0% | 77 | +21,251 | 1062.55% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 23,161 | 588 | 0.01% | 0.01% | 78 | +2,911 | 14.38% | Q4 2025 | Feb 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 22,342 | 568 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PFG Private Wealth Management, LLC | History | New | 20,633 | 524 | 0.23% | — | 80 | +20,633 | New | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 20,497 | 521 | 0.01% | 0.01% | 81 | +853 | 4.34% | Q4 2025 | Jan 21, 2026 |
| 10Elms LLP | History | No change | 20,400 | 518 | 0.48% | 0.47% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | No change | 19,743 | 502 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,538 | 471 | 0.04% | 0.04% | 84 | +266 | 1.46% | Q4 2025 | Jan 23, 2026 |
| MEMBERS WEALTH LLC | History | No change | 18,240 | 466 | 0.29% | 0.29% | 85 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crews Bank & Trust | History | Added to | 18,125 | 460 | 0.07% | 0.07% | 86 | +415 | 2.34% | Q4 2025 | Jan 21, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 17,548 | 446 | 0.29% | 0.26% | 87 | +1,890 | 12.07% | Q4 2025 | Jan 22, 2026 |
| Leo Wealth, LLC | History | Added to | 15,524 | 394 | 0.03% | 0.05% | 88 | +112 | 0.73% | Q4 2025 | Jan 21, 2026 |
| Klingman & Associates, LLC | History | Reduced | 15,170 | 385 | 0.02% | 0.03% | 89 | -6,210 | -29.05% | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 15,059 | 382 | 0.0% | 0.0% | 90 | +1,011 | 7.2% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | Added to | 13,816 | 351 | 0.03% | 0.04% | 91 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Atwater Malick LLC | History | New | 12,787 | 325 | 0.09% | — | 93 | +12,787 | New | Q4 2025 | Jan 23, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 12,790 | 325 | 0.04% | 0.04% | 92 | -970 | -7.05% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,736 | 323 | 0.0% | — | 94 | +12,736 | New | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | No change | 12,532 | 318 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,700 | 297 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,516 | 293 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,020 | 254 | 0.0% | — | 98 | +10,020 | New | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,720 | 247 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,895 | 226 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,686 | 220 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Daviman Financial, LLC | History | New | 8,639 | 219 | 0.13% | — | 103 | +8,639 | New | Q4 2025 | Feb 06, 2026 |
| Glenview Trust Co | History | No change | 8,613 | 219 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 8,300 | 211 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,977 | 202 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 6,146 | 156 | 0.0% | 0.01% | 106 | -1,578 | -20.43% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,048 | 77 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,643 | 67 | 0.0% | 0.0% | 108 | +22 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,250 | 57 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,219 | 56 | 0.02% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Noble Wealth Management PBC | History | No change | 2,000 | 50 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,810 | 46 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,596 | 40 | 0.0% | 0.0% | 113 | +1,549 | 3295.74% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,200 | 30 | 0.0% | 0.0% | 114 | +100 | 9.09% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | No change | 1,005 | 25 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stephens Consulting, LLC | History | No change | 316 | 8 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | No change | 151 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 44 | 1 | 0.0% | — | 118 | +44 | New | Q4 2025 | Jan 21, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 2.44% | — | -260,831 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -122,427 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Quantum Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -120,758 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,985 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,312 | -100.0% | Q3 2025 | Nov 04, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,640 | -100.0% | Q3 2025 | Oct 31, 2025 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Closed out | 0 | 0 | — | 0.06% | — | -8,245 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,724 | -100.0% | Q3 2025 | Oct 21, 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 |