iSHARES TRUST - IBTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Added to | 6,558,915 | 150,035 | 2.12% | 1.82% | 1 | +1,045,183 | 18.96% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 4,714,898 | 107,853 | 2.39% | 0.45% | 2 | -278,309 | -5.57% | Q4 2025 | Feb 20, 2026 |
| MORGAN STANLEY | History | Added to | 3,975,244 | 90,933 | 0.01% | 0.01% | 3 | +79,421 | 2.04% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,973,966 | 90,904 | 0.01% | 0.01% | 4 | +403,185 | 11.29% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,842,417 | 65,017 | 0.1% | 0.05% | 5 | +1,584,732 | 126.0% | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | Reduced | 2,824,210 | 64,603 | 1.43% | 1.54% | 6 | -271,689 | -8.78% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,511,781 | 57,456 | 0.01% | 0.01% | 7 | +115,383 | 4.81% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,488,875 | 56,933 | 0.87% | 0.89% | 8 | +113,825 | 4.79% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,270,001 | 51,926 | 0.02% | 0.01% | 9 | +647,971 | 39.95% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 2,249,853 | 51,465 | 0.01% | 0.01% | 10 | +750,932 | 50.1% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,817,907 | 41,584 | 0.15% | 0.2% | 11 | -86,498 | -4.54% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,686,300 | 38,574 | 0.23% | 0.22% | 12 | +355,270 | 26.69% | Q4 2025 | Feb 17, 2026 |
| Financial Advisory Corp | History | Added to | 1,624,264 | 37,155 | 5.4% | 5.02% | 13 | +137,385 | 9.24% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 1,585,824 | 36,275 | 0.01% | 0.01% | 14 | +82,637 | 5.5% | Q4 2025 | Jan 29, 2026 |
| SUMMITRY LLC | History | Added to | 1,522,715 | 34,832 | 1.45% | 1.43% | 15 | +44,531 | 3.01% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,467,977 | 33,580 | 0.4% | 0.29% | 16 | +48,050 | 3.38% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,453,846 | 33,256 | 1.61% | 1.64% | 17 | -29,152 | -1.97% | Q4 2025 | Jan 20, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,327,463 | 30,365 | 1.32% | 1.06% | 18 | +287,897 | 27.69% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,074,034 | 24,568 | 0.43% | 0.41% | 19 | +68,140 | 6.77% | Q4 2025 | Jan 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,059,220 | 24,229 | 0.37% | 0.37% | 20 | +38,222 | 3.74% | Q4 2025 | Jan 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 877,139 | 20,064 | 0.37% | 0.34% | 21 | +83,990 | 10.59% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Added to | 867,383 | 19,884 | 0.68% | 0.7% | 22 | +57,939 | 7.16% | Q4 2025 | Jan 27, 2026 |
| Horizon Advisory Services, Inc. | History | New | 860,483 | 19,683 | 9.96% | — | 23 | +860,483 | New | Q4 2025 | Jan 29, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 822,855 | 18,822 | 5.82% | 2.56% | 24 | +456,322 | 124.5% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 789,197 | 18,060 | 0.03% | 0.02% | 25 | +94,903 | 13.67% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 780,983 | 17,907 | 5.98% | 5.58% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | Added to | 766,927 | 17,543 | 0.35% | 0.24% | 27 | +289,541 | 60.65% | Q4 2025 | Jan 21, 2026 |
| MKT Advisors LLC | History | Added to | 755,316 | 17,292 | 5.9% | 4.74% | 28 | +199,284 | 35.84% | Q4 2025 | Jan 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 708,473 | 16,206 | 1.49% | 1.48% | 29 | +15,058 | 2.17% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 675,295 | 15,447 | 0.17% | 0.18% | 30 | +6,755 | 1.01% | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 659,601 | 15,088 | 1.45% | 1.31% | 31 | +64,718 | 10.88% | Q4 2025 | Feb 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 624,750 | 14,291 | 0.01% | 0.01% | 32 | -198,912 | -24.15% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 588,408 | 13,459 | 0.02% | 0.12% | 33 | -2,519,819 | -81.07% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 562,434 | 12,866 | 0.03% | 0.01% | 34 | +464,651 | 475.19% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 532,095 | 12,171 | 0.02% | 0.01% | 35 | +59,788 | 12.66% | Q4 2025 | Feb 12, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 526,067 | 12,033 | 2.74% | 2.5% | 36 | +27,240 | 5.46% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 519,265 | 11,878 | 0.0% | — | 37 | +519,265 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 518,098 | 11,851 | 5.46% | 5.59% | 38 | +26,357 | 5.36% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 494,443 | 11,310 | 0.76% | 0.46% | 39 | +202,697 | 69.48% | Q4 2025 | Jan 08, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 492,638 | 11,269 | 9.43% | 8.66% | 40 | +10,176 | 2.11% | Q4 2025 | Jan 28, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 474,139 | 10,845 | 1.0% | 0.96% | 41 | +31,238 | 7.05% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | New | 461,910 | 10,566 | 0.37% | — | 42 | +461,910 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 461,906 | 10,566 | 0.19% | 0.21% | 43 | +47,986 | 11.59% | Q4 2025 | Feb 06, 2026 |
| Juno Financial Group LLC | History | New | 460,294 | 10,529 | 4.21% | — | 44 | +460,294 | New | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 457,326 | 10,461 | 0.02% | 0.01% | 45 | +68,132 | 17.51% | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 451,747 | 10,333 | 0.43% | 0.42% | 46 | +21,240 | 4.93% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 448,425 | 10,257 | 0.25% | 0.03% | 47 | +396,195 | 758.56% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 446,629 | 10,216 | 0.01% | 0.01% | 48 | +25,045 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 419,785 | 9,602 | 0.05% | 0.05% | 49 | +34,219 | 8.88% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning, LLC | History | New | 407,892 | 9,339 | 2.17% | — | 50 | +407,892 | New | Q4 2025 | Mar 17, 2026 |
| Mariner, LLC | History | Added to | 405,997 | 9,287 | 0.01% | 0.01% | 51 | +18,940 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 397,664 | 9,096 | 2.94% | 3.07% | 52 | +6,256 | 1.6% | Q4 2025 | Jan 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 396,586 | 9,071 | 0.02% | 0.01% | 53 | +62,968 | 18.87% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 396,356 | 9,067 | 0.02% | 0.02% | 54 | +67,389 | 20.49% | Q4 2025 | Feb 11, 2026 |
| McGuire Investment Group, LLC | History | Added to | 390,806 | 8,939 | 0.96% | 0.91% | 55 | +39,918 | 11.38% | Q4 2025 | Jan 26, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 376,011 | 8,601 | 3.69% | 3.69% | 56 | +21,176 | 5.97% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 341,310 | 7,807 | 0.01% | 0.01% | 57 | -27,899 | -7.56% | Q4 2025 | Feb 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 334,631 | 7,654 | 0.62% | 0.65% | 58 | +10,864 | 3.36% | Q4 2025 | Feb 12, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 323,594 | 7,402 | 1.75% | 1.64% | 59 | +30,336 | 10.34% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 320,738 | 7,335 | 0.01% | 0.01% | 60 | +71,910 | 28.9% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 319,181 | 7,301 | 0.0% | 0.0% | 61 | +32,617 | 11.38% | Q4 2025 | Feb 17, 2026 |
| PSI Advisors, LLC | History | Added to | 312,794 | 7,155 | 1.8% | 0.29% | 62 | +264,086 | 542.18% | Q4 2025 | Feb 09, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 308,953 | 7,067 | 1.56% | 1.26% | 63 | +67,118 | 27.75% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 292,852 | 6,698 | 0.13% | 0.16% | 64 | -33,681 | -10.31% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 277,468 | 6,347 | 0.0% | 0.0% | 65 | +110,100 | 65.78% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Added to | 271,240 | 6,204 | 0.41% | 0.1% | 66 | +206,731 | 320.47% | Q4 2025 | Jan 26, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 258,390 | 5,910 | 2.18% | 0.3% | 67 | +222,998 | 630.08% | Q4 2025 | Jan 15, 2026 |
| REBALANCE, LLC | History | Added to | 258,063 | 5,903 | 0.35% | 0.28% | 68 | +53,739 | 26.3% | Q4 2025 | Jan 15, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 255,888 | 5,853 | 3.74% | 3.53% | 69 | +17,741 | 7.45% | Q4 2025 | Feb 11, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 244,141 | 5,584 | 3.95% | 4.29% | 70 | -3,354 | -1.36% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 241,706 | 5,529 | 0.23% | 0.22% | 71 | +9,864 | 4.25% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 239,564 | 5,497 | 0.02% | 0.02% | 72 | +150 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 225,918 | 5,167 | 0.08% | 0.09% | 73 | +8,171 | 3.75% | Q4 2025 | Feb 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 220,514 | 5,044 | 0.32% | 0.35% | 74 | -18,067 | -7.57% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 218,579 | 4,999 | 0.37% | — | 75 | +218,579 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | New | 213,686 | 4,888 | 1.1% | — | 76 | +213,686 | New | Q4 2025 | Jan 30, 2026 |
| Probity Advisors, Inc. | History | Added to | 209,102 | 4,783 | 0.77% | 0.62% | 77 | +42,796 | 25.73% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 208,615 | 4,772 | 0.0% | 0.01% | 78 | -790,035 | -79.11% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 206,708 | 4,728 | 0.01% | 0.01% | 79 | +31,708 | 18.12% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Reduced | 192,574 | 4,405 | 0.12% | 0.13% | 80 | -535 | -0.28% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 191,620 | 4,383 | 0.01% | 0.01% | 81 | +12,908 | 7.22% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 190,610 | 4,360 | 0.03% | 0.03% | 82 | -22,242 | -10.45% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 188,574 | 4,317 | 0.01% | 0.01% | 83 | +9,723 | 5.44% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 175,123 | 4,005 | 0.02% | 0.02% | 84 | +4,253 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 174,836 | 3,999 | 0.47% | 0.45% | 85 | +18,307 | 11.7% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 174,769 | 3,997 | 0.14% | 0.04% | 86 | +127,480 | 269.58% | Q4 2025 | Jan 27, 2026 |
| Gradient Investments LLC | History | Reduced | 171,021 | 3,912 | 0.06% | 0.07% | 87 | -9,729 | -5.38% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 170,497 | 3,900 | 0.02% | 0.02% | 88 | +3,767 | 2.26% | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 167,255 | 3,825 | 0.15% | 0.14% | 89 | +2,267 | 1.37% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 160,879 | 3,680 | 0.06% | 0.05% | 90 | +11,371 | 7.61% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 156,047 | 3,569 | 0.03% | 0.02% | 91 | +15,911 | 11.35% | Q4 2025 | Feb 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 148,230 | 3,390 | 1.01% | 1.0% | 92 | +4,748 | 3.31% | Q4 2025 | Jan 28, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 144,853 | 3,313 | 2.44% | 2.25% | 93 | +10,367 | 7.71% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 144,000 | 3,294 | 0.0% | 0.0% | 94 | +2,083 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Portland Global Advisors LLC | History | Added to | 139,045 | 3,180 | 0.34% | 0.3% | 95 | +21,438 | 18.23% | Q4 2025 | Feb 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 136,441 | 3,121 | 0.06% | 0.12% | 96 | -161,120 | -54.15% | Q4 2025 | Feb 05, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 136,340 | 3,118 | 0.19% | 0.1% | 97 | +69,477 | 103.91% | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 126,958 | 2,904 | 0.04% | 0.04% | 98 | +2,252 | 1.81% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 118,987 | 2,721 | 0.01% | — | 99 | +118,987 | New | Q4 2025 | Feb 05, 2026 |
| Lantz Financial LLC | History | Reduced | 117,566 | 2,689 | 0.57% | 0.63% | 100 | -5,889 | -4.77% | Q4 2025 | Jan 14, 2026 |
| Centennial Advisors, LLC | History | New | 117,251 | 2,682 | 3.48% | — | 101 | +117,251 | New | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 111,356 | 2,547 | 0.02% | 0.02% | 102 | +384 | 0.35% | Q4 2025 | Jan 05, 2026 |
| Atria Investments, Inc | History | Added to | 109,429 | 2,503 | 0.03% | 0.03% | 103 | +5,677 | 5.47% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | New | 107,006 | 2,447 | 0.07% | — | 104 | +107,006 | New | Q4 2025 | Feb 19, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 103,952 | 2,377 | 0.51% | — | 105 | +103,952 | New | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 103,768 | 2,373 | 0.07% | — | 106 | +103,768 | New | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 102,266 | 2,339 | 0.37% | 0.37% | 107 | -194 | -0.19% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 102,035 | 2,334 | 0.05% | 0.06% | 108 | +9,378 | 10.12% | Q4 2025 | Feb 06, 2026 |
| TFR Capital, LLC. | History | Added to | 100,335 | 2,295 | 0.76% | 0.72% | 109 | +6,629 | 7.07% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,278 | 2,294 | 0.01% | 0.01% | 110 | +3,613 | 3.74% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,483 | 2,161 | 0.01% | 0.01% | 111 | +6,599 | 7.51% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 92,886 | 2,124 | 0.05% | 0.05% | 112 | +3,446 | 3.85% | Q4 2025 | Feb 06, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 92,573 | 2,117 | 0.38% | 0.39% | 113 | +840 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 89,775 | 2,053 | 0.04% | 0.02% | 114 | +43,895 | 95.67% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 89,432 | 2,045 | 0.02% | 0.02% | 115 | +13,507 | 17.79% | Q4 2025 | Jan 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 88,291 | 2,019 | 0.13% | 0.1% | 116 | +19,048 | 27.51% | Q4 2025 | Jan 26, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 88,191 | 2,017 | 1.2% | 1.24% | 117 | +1,043 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 85,563 | 1,957 | 0.0% | 0.0% | 118 | +16,722 | 24.29% | Q4 2025 | Feb 17, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 85,525 | 1,956 | 0.28% | 0.22% | 119 | +22,981 | 36.74% | Q4 2025 | Jan 27, 2026 |
| Northstar Group, Inc. | History | Reduced | 84,695 | 1,937 | 0.26% | 0.28% | 120 | -201 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Old Port Advisors | History | Reduced | 82,229 | 1,880 | 0.46% | 0.52% | 121 | -7,971 | -8.84% | Q4 2025 | Jan 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 81,834 | 1,871 | 0.68% | 0.38% | 122 | +38,251 | 87.77% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 78,240 | 1,789 | 0.01% | 0.01% | 123 | +38,257 | 95.68% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 77,708 | 1,777 | 0.85% | 0.75% | 124 | -2,600 | -3.24% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 77,677 | 1,776 | 0.04% | 0.04% | 125 | +20,182 | 35.1% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 73,629 | 1,684 | 0.33% | 0.39% | 126 | -5,647 | -7.12% | Q4 2025 | Feb 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 73,277 | 1,676 | 0.08% | 0.08% | 127 | -2,208 | -2.93% | Q4 2025 | Feb 02, 2026 |
| Montecito Bank & Trust | History | Added to | 73,200 | 1,674 | 0.27% | 0.25% | 128 | +3,035 | 4.33% | Q4 2025 | Jan 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 71,535 | 1,636 | 0.22% | 0.12% | 129 | +36,728 | 105.52% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Added to | 70,392 | 1,610 | 0.02% | 0.01% | 130 | +17,482 | 33.04% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 68,236 | 1,560 | 0.03% | 0.01% | 131 | +58,760 | 620.09% | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | Added to | 67,918 | 1,553 | 0.03% | 0.02% | 132 | +23,676 | 53.51% | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Added to | 66,151 | 1,513 | 0.47% | 0.48% | 133 | +2,187 | 3.42% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 64,013 | 1,464 | 0.27% | 0.26% | 134 | +65 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Endowment Wealth Management, Inc. | History | New | 63,636 | 1,455 | 0.67% | — | 135 | +63,636 | New | Q4 2025 | Feb 09, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,074 | 1,442 | 0.61% | 0.6% | 136 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | Reduced | 62,886 | 1,438 | 0.13% | 0.15% | 137 | -1,379 | -2.15% | Q4 2025 | Jan 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 62,913 | 1,438 | 0.01% | 0.01% | 138 | +525 | 0.84% | Q4 2025 | Jan 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 62,798 | 1,436 | 0.2% | 0.2% | 139 | +723 | 1.16% | Q4 2025 | Feb 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 62,500 | 1,429 | 0.11% | 0.03% | 140 | +45,000 | 257.14% | Q4 2025 | Jan 27, 2026 |
| Austin Private Wealth, LLC | History | Added to | 62,239 | 1,423 | 0.11% | 0.11% | 141 | +240 | 0.39% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 61,967 | 1,417 | 0.08% | 0.07% | 142 | +15,781 | 34.17% | Q4 2025 | Feb 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 60,883 | 1,392 | 0.76% | 0.62% | 143 | +13,216 | 27.73% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 60,111 | 1,375 | 0.09% | 0.12% | 144 | -3,169 | -5.01% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 57,906 | 1,324 | 0.04% | 0.04% | 145 | -3 | -0.01% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 56,308 | 1,288 | 0.02% | 0.01% | 146 | +16,069 | 39.93% | Q4 2025 | Jan 29, 2026 |
| Essential Planning, LLC. | History | Reduced | 56,142 | 1,284 | 0.41% | 0.45% | 147 | -968 | -1.69% | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 53,610 | 1,226 | 0.07% | 0.09% | 148 | -12,043 | -18.34% | Q4 2025 | Feb 10, 2026 |
| Horizons Wealth Management | History | Added to | 52,772 | 1,207 | 0.79% | 0.74% | 149 | +5,301 | 11.17% | Q4 2025 | Jan 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 48,603 | 1,111 | 0.01% | 0.01% | 150 | +2,318 | 5.01% | Q4 2025 | Jan 26, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 48,104 | 1,100 | 0.55% | 0.8% | 151 | -18,407 | -27.68% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 47,836 | 1,094 | 0.36% | 0.34% | 152 | +5,081 | 11.88% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | Added to | 46,371 | 1,060 | 0.21% | 0.17% | 153 | +9,535 | 25.89% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 46,269 | 1,058 | 0.0% | — | 154 | +46,269 | New | Q4 2025 | Feb 17, 2026 |
| Compass Ion Advisors, LLC | History | No change | 45,924 | 1,050 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossmore Private Capital | History | Added to | 45,356 | 1,037 | 0.09% | 0.03% | 156 | +31,466 | 226.54% | Q4 2025 | Feb 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 45,089 | 1,031 | 0.53% | 0.59% | 157 | -1,074 | -2.33% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 44,515 | 1,018 | 0.01% | 0.04% | 158 | -249,548 | -84.86% | Q4 2025 | Feb 12, 2026 |
| Straight Path Wealth Management | History | Added to | 39,788 | 910 | 0.25% | 0.17% | 159 | +12,603 | 46.36% | Q4 2025 | Feb 11, 2026 |
| Black Swift Group, LLC | History | Reduced | 39,670 | 907 | 0.15% | 0.23% | 160 | -16,575 | -29.47% | Q4 2025 | Feb 10, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 37,646 | 861 | 0.36% | 0.35% | 161 | +1,807 | 5.04% | Q4 2025 | Jan 22, 2026 |
| Element Wealth, LLC | History | Reduced | 37,215 | 851 | 0.35% | 0.38% | 162 | -573 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 34,571 | 790 | 0.07% | 0.13% | 163 | -31,854 | -47.95% | Q4 2025 | Jan 21, 2026 |
| SCS Capital Management LLC | History | Reduced | 34,233 | 783 | 0.01% | 0.03% | 164 | -66,990 | -66.18% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 30,105 | 688 | 0.02% | 0.03% | 165 | +2,277 | 8.18% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,812 | 681 | 0.0% | 0.01% | 166 | +1,563 | 5.53% | Q4 2025 | Feb 18, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 29,656 | 678 | 0.05% | 0.05% | 167 | +5,274 | 21.63% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 28,655 | 655 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | New | 28,605 | 654 | 0.0% | — | 169 | +28,605 | New | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 28,456 | 650 | 0.02% | 0.02% | 170 | +21 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 27,714 | 633 | 0.12% | 0.01% | 171 | +385 | 1.41% | Q4 2025 | Mar 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 27,615 | 631 | 0.02% | 0.02% | 172 | -218 | -0.78% | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 27,449 | 627 | 0.01% | 0.01% | 173 | +4,371 | 18.94% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Added to | 27,337 | 625 | 0.03% | 0.02% | 174 | +8,459 | 44.81% | Q4 2025 | Feb 06, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 26,425 | 604 | 0.11% | 0.1% | 175 | +5,063 | 23.7% | Q4 2025 | Jan 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 25,767 | 589 | 0.24% | 0.23% | 176 | -323 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Churchill Financial Advisors, LLC | History | New | 25,445 | 582 | 0.18% | — | 177 | +25,445 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 25,275 | 578 | 0.0% | 0.0% | 178 | +4,082 | 19.26% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,342 | 556 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 24,090 | 551 | 0.0% | 0.0% | 180 | +3,812 | 18.8% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 23,465 | 536 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 23,344 | 533 | 0.11% | 0.11% | 182 | +305 | 1.32% | Q4 2025 | Jan 28, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 23,231 | 531 | 0.24% | 0.24% | 183 | +1,400 | 6.41% | Q4 2025 | Jan 22, 2026 |
| TABLEAUX LLC | History | Reduced | 21,965 | 522 | 0.37% | 0.2% | 184 | -130 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 22,171 | 507 | 0.04% | 0.05% | 185 | +5,470 | 32.75% | Q4 2025 | Jan 21, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 22,064 | 504 | 0.04% | 0.04% | 186 | +1,259 | 6.05% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,876 | 500 | 0.01% | 0.01% | 187 | +1,824 | 9.1% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 21,349 | 488 | 0.03% | 0.03% | 188 | -945 | -4.24% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,232 | 485 | 0.01% | 0.01% | 189 | -1,435 | -6.33% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | New | 21,001 | 480 | 0.0% | — | 190 | +21,001 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | No change | 21,001 | 480 | 0.2% | 0.19% | 191 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 21,000 | 480 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 20,457 | 467 | 0.02% | — | 193 | +20,457 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,387 | 466 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 20,276 | 463 | 0.12% | — | 195 | +20,276 | New | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | New | 20,084 | 459 | 0.03% | — | 197 | +20,084 | New | Q4 2025 | Jan 30, 2026 |
| Focused Wealth Management, Inc | History | Added to | 20,095 | 459 | 0.05% | 0.05% | 196 | +385 | 1.95% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,792 | 452 | 0.01% | 0.0% | 198 | +8,756 | 79.34% | Q4 2025 | Feb 17, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 19,243 | 440 | 0.15% | 0.15% | 199 | +260 | 1.37% | Q4 2025 | Jan 26, 2026 |
| Great Diamond Partners, LLC | History | Added to | 18,809 | 430 | 0.08% | 0.05% | 200 | +7,295 | 63.36% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | New | 18,599 | 425 | 0.02% | — | 202 | +18,599 | New | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 18,600 | 425 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 18,543 | 424 | 0.09% | 0.07% | 203 | +4,984 | 36.76% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 18,202 | 416 | 0.12% | 0.17% | 204 | -7,194 | -28.33% | Q4 2025 | Jan 22, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 17,908 | 409 | 0.02% | 0.02% | 205 | +1,375 | 8.32% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 17,601 | 402 | 0.03% | 0.03% | 206 | +444 | 2.59% | Q4 2025 | Feb 03, 2026 |
| Kastel Capital Advisors, LLC | History | New | 17,272 | 395 | 0.24% | — | 207 | +17,272 | New | Q4 2025 | Feb 18, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 17,267 | 394 | 0.03% | 0.03% | 208 | +200 | 1.17% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | Reduced | 16,890 | 386 | 0.06% | 0.06% | 210 | -1,850 | -9.87% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 16,879 | 386 | 0.19% | 0.19% | 209 | +698 | 4.31% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 16,715 | 382 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Towne Trust Company, N.A | History | Added to | 16,600 | 379 | 0.12% | 0.12% | 212 | +600 | 3.75% | Q4 2025 | Jan 26, 2026 |
| Opus Capital Group, LLC | History | Added to | 15,457 | 354 | 0.04% | 0.04% | 213 | +1,307 | 9.24% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,414 | 352 | 0.02% | 0.02% | 214 | -447 | -2.82% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,237 | 348 | 0.01% | 0.01% | 215 | +56 | 0.37% | Q4 2025 | Feb 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 15,190 | 347 | 0.02% | 0.01% | 216 | +6,120 | 67.48% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,898 | 340 | 0.0% | 0.0% | 218 | +3,340 | 28.9% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 14,877 | 340 | 0.0% | 0.0% | 217 | +177 | 1.2% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 14,484 | 331 | 0.01% | 0.01% | 219 | +543 | 3.89% | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | No change | 14,343 | 328 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAIRS & POWER INC | History | Added to | 14,255 | 326 | 0.0% | 0.0% | 221 | +11,105 | 352.54% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | New | 14,240 | 325 | 0.03% | — | 222 | +14,240 | New | Q4 2025 | Feb 04, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 13,915 | 318 | 0.26% | 0.32% | 223 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 13,767 | 314 | 0.04% | 0.04% | 224 | +154 | 1.13% | Q4 2025 | Feb 04, 2026 |
| NOVEM GROUP | History | Reduced | 13,722 | 313 | 0.04% | 0.05% | 226 | -3,207 | -18.94% | Q4 2025 | Jan 27, 2026 |
| Hills Bank & Trust Co | History | Added to | 13,710 | 313 | 0.02% | 0.02% | 225 | +168 | 1.24% | Q4 2025 | Feb 05, 2026 |
| STAR Financial Bank | History | Reduced | 13,656 | 312 | 0.16% | 0.21% | 227 | -1,672 | -10.91% | Q4 2025 | Feb 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,170 | 301 | 0.11% | 0.12% | 228 | +59 | 0.45% | Q4 2025 | Jan 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 12,842 | 293 | 0.02% | 0.02% | 229 | +1,255 | 10.83% | Q4 2025 | Jan 22, 2026 |
| Cooper Financial Group | History | Added to | 12,752 | 291 | 0.03% | 0.03% | 230 | +138 | 1.09% | Q4 2025 | Jan 08, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 12,606 | 288 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,588 | 287 | 0.08% | 0.06% | 232 | +656 | 5.5% | Q4 2025 | Jan 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,588 | 287 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Reduced | 12,475 | 285 | 0.0% | 0.0% | 234 | -917 | -6.85% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 12,430 | 284 | 0.05% | 0.01% | 235 | +8,930 | 255.14% | Q4 2025 | Jan 20, 2026 |
| 4J Wealth Management LLC | History | Added to | 12,242 | 280 | 0.16% | 0.16% | 236 | +32 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Prosperity Planning, Inc. | History | New | 12,182 | 278 | 0.07% | — | 237 | +12,182 | New | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Reduced | 12,147 | 277 | 0.0% | 0.01% | 238 | -1,881 | -13.41% | Q4 2025 | Mar 12, 2026 |
| McLean Asset Management Corp | History | No change | 12,019 | 275 | 0.05% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 11,616 | 265 | 0.0% | 0.0% | 240 | -97 | -0.83% | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 11,502 | 263 | 0.02% | 0.02% | 241 | +7 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 11,432 | 261 | 0.06% | 0.06% | 242 | +437 | 3.97% | Q4 2025 | Feb 10, 2026 |
| RFP Financial Group LLC | History | Reduced | 11,047 | 252 | 0.12% | 0.21% | 245 | -11,386 | -50.76% | Q4 2025 | Feb 13, 2026 |
| O'Brien Wealth Partners LLC | History | New | 11,055 | 252 | 0.03% | — | 243 | +11,055 | New | Q4 2025 | Jan 22, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,027 | 252 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 11,000 | 251 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | New | 10,925 | 249 | 0.11% | — | 247 | +10,925 | New | Q4 2025 | Jan 20, 2026 |
| HANOVER ADVISORS INC | History | New | 10,306 | 235 | 0.09% | — | 248 | +10,306 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 10,315 | 235 | 0.01% | 0.01% | 249 | -393 | -3.67% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 9,987 | 228 | 0.0% | 0.0% | 250 | -150 | -1.48% | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 9,924 | 227 | 0.04% | 0.04% | 251 | -978 | -8.97% | Q4 2025 | Jan 28, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 9,914 | 226 | 0.15% | 0.22% | 252 | -3,480 | -25.98% | Q4 2025 | Feb 05, 2026 |
| Legacy Private Trust Co. | History | Reduced | 9,758 | 223 | 0.01% | 0.02% | 253 | -1,670 | -14.61% | Q4 2025 | Jan 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,740 | 222 | 0.02% | 0.03% | 255 | -6,761 | -40.97% | Q4 2025 | Jan 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 9,728 | 222 | 0.05% | 0.05% | 254 | +227 | 2.39% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 9,544 | 218 | 0.05% | 0.05% | 256 | -444 | -4.45% | Q4 2025 | Feb 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,328 | 213 | 0.01% | 0.01% | 257 | +100 | 1.08% | Q4 2025 | Jan 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 9,270 | 212 | 0.13% | 0.13% | 258 | +380 | 4.27% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,213 | 210 | 0.0% | 0.0% | 259 | +376 | 4.25% | Q4 2025 | Jan 23, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | New | 9,125 | 208 | 0.09% | — | 261 | +9,125 | New | Q4 2025 | Feb 02, 2026 |
| Dakota Wealth Management | History | New | 9,109 | 208 | 0.0% | — | 260 | +9,109 | New | Q4 2025 | Jan 13, 2026 |
| CGN Advisors LLC | History | New | 9,058 | 207 | 0.02% | — | 262 | +9,058 | New | Q4 2025 | Jan 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,818 | 202 | 0.01% | 0.01% | 263 | +894 | 11.28% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 8,825 | 201 | 0.01% | — | 264 | +8,825 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 8,817 | 201 | 0.01% | — | 265 | +8,817 | New | Q4 2025 | Feb 17, 2026 |
| Unified Investment Management | History | No change | 8,763 | 200 | 0.2% | 0.2% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,279 | 166 | 0.0% | 0.0% | 267 | -3 | -0.04% | Q4 2025 | Mar 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,136 | 163 | 0.0% | 0.0% | 268 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 6,200 | 141 | 0.02% | — | 269 | +6,200 | New | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | New | 5,929 | 135 | 0.0% | — | 270 | +5,929 | New | Q4 2025 | Feb 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 5,305 | 121 | 0.11% | — | 271 | +5,305 | New | Q4 2025 | Feb 17, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 5,100 | 116 | 0.08% | 0.09% | 272 | +82 | 1.63% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,078 | 93 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CNB Bank | History | Reduced | 3,966 | 90 | 0.04% | 0.19% | 274 | -16,056 | -80.19% | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | Added to | 3,927 | 89 | 0.03% | 0.03% | 275 | +51 | 1.32% | Q4 2025 | Feb 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3,612 | 82 | 0.01% | — | 276 | +3,612 | New | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,518 | 80 | 0.0% | — | 277 | +3,518 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,469 | 79 | 0.0% | 0.0% | 278 | -7,578 | -68.6% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,342 | 76 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hara Capital LLC | History | No change | 3,346 | 76 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,096 | 70 | 0.0% | 0.0% | 281 | -20 | -0.64% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,976 | 68 | 0.0% | 0.0% | 282 | -268 | -8.26% | Q4 2025 | Jan 30, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,679 | 61 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 57 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,185 | 49 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,115 | 48 | 0.0% | — | 286 | +2,115 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 2,083 | 47 | 0.0% | 0.0% | 287 | +28 | 1.36% | Q4 2025 | Feb 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,989 | 45 | 0.0% | — | 289 | +1,989 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 1,990 | 45 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clayton Financial Group LLC | History | New | 1,955 | 44 | 0.02% | — | 290 | +1,955 | New | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,663 | 38 | 0.0% | 0.0% | 291 | +21 | 1.28% | Q4 2025 | Feb 12, 2026 |
| NorthAvenue LLC | History | New | 1,381 | 31 | 0.03% | — | 292 | +1,381 | New | Q4 2025 | Apr 02, 2026 |
| Clearstead Trust, LLC | History | New | 1,301 | 29 | 0.0% | — | 294 | +1,301 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 1,276 | 29 | 0.0% | 0.0% | 293 | +22 | 1.75% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,200 | 27 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Balentine LLC | History | No change | 1,098 | 25 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | New | 983 | 22 | 0.0% | — | 297 | +983 | New | Q4 2025 | Feb 05, 2026 |
| Robbins Farley | History | Reduced | 884 | 20 | 0.01% | 0.01% | 298 | -37 | -4.02% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 813 | 18 | 0.0% | 0.0% | 300 | +10 | 1.25% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 800 | 18 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | Added to | 759 | 17 | 0.0% | 0.0% | 301 | +30 | 4.12% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 589 | 13 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 550 | 12 | 0.0% | — | 303 | +550 | New | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 486 | 11 | 0.01% | 0.01% | 305 | -2,453 | -83.46% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 500 | 11 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 370 | 8 | 0.01% | — | 306 | +370 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 341 | 7 | 0.0% | — | 307 | +341 | New | Q4 2025 | Feb 06, 2026 |
| SFAM, LLC | History | New | 197 | 4 | 0.0% | — | 309 | +197 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 174 | 4 | 0.0% | 0.0% | 308 | +2 | 1.16% | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -709,275 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -435,922 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.87% | — | -91,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,221 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RVW Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,461 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Greenfield Savings Bank | History | Closed out | 0 | 0 | — | 0.2% | — | -20,730 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -19,993 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EVEXIA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,255 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -11,771 | -100.0% | Q3 2025 | Nov 10, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.08% | — | -11,170 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HAMEL ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,118 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,906 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,055 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,904 | -100.0% | Q3 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,293 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -662 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aventura Private Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |