iSHARES TRUST - IBTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,451,070 | 77,183 | 0.0% | 0.0% | 1 | +128,166 | 3.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 3,227,073 | 72,173 | 0.08% | 0.11% | 2 | +215,174 | 7.14% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,851,656 | 63,777 | 0.01% | 0.01% | 3 | +461,230 | 19.29% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,653,032 | 59,335 | 0.0% | 0.0% | 4 | +280,892 | 11.84% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,271,602 | 50,808 | 0.08% | 0.04% | 5 | +1,213,854 | 114.76% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,861,166 | 41,624 | 0.01% | 0.01% | 6 | +352,203 | 23.34% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | New | 1,369,553 | 30,630 | 0.35% | — | 7 | +1,369,553 | New | Q4 2025 | Jan 15, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 1,152,610 | 25,778 | 2.38% | 2.23% | 8 | +101,266 | 9.63% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,044,411 | 23,358 | 0.14% | 0.13% | 9 | +246,570 | 30.9% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,022,578 | 22,869 | 0.0% | 0.0% | 10 | +128,646 | 14.39% | Q4 2025 | Jan 29, 2026 |
| Financial Advisory Corp | History | Added to | 981,842 | 21,958 | 3.19% | 2.7% | 11 | +163,102 | 19.92% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 976,973 | 21,850 | 0.25% | 0.25% | 12 | +14,281 | 1.48% | Q4 2025 | Jan 20, 2026 |
| ATWOOD & PALMER INC | History | Added to | 924,092 | 20,667 | 1.17% | 1.19% | 13 | +20,801 | 2.3% | Q4 2025 | Jan 28, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 881,455 | 19,713 | 9.97% | 9.8% | 14 | +25,554 | 2.99% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 852,664 | 19,069 | 0.01% | 0.0% | 15 | +244,571 | 40.22% | Q4 2025 | Feb 11, 2026 |
| Journey Advisory Group, LLC | History | Added to | 845,879 | 18,918 | 1.59% | 1.36% | 16 | +27,808 | 3.4% | Q4 2025 | Jan 27, 2026 |
| MKT Advisors LLC | History | Added to | 784,305 | 17,556 | 5.99% | 4.38% | 17 | +257,982 | 49.02% | Q4 2025 | Jan 08, 2026 |
| Denver PWM, LLC | History | No change | 750,016 | 16,770 | 5.6% | 5.23% | 18 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 749,229 | 16,756 | 0.0% | — | 19 | +749,229 | New | Q4 2025 | Feb 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 716,024 | 16,013 | 0.67% | 0.64% | 20 | +46,214 | 6.9% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 705,553 | 15,780 | 0.04% | 0.0% | 21 | +643,036 | 1028.58% | Q4 2025 | Jan 26, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 704,196 | 15,749 | 4.87% | 4.44% | 22 | +52,785 | 8.1% | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | Added to | 618,956 | 13,842 | 0.2% | 0.03% | 23 | +539,718 | 681.14% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 588,449 | 13,160 | 0.16% | 0.09% | 24 | +150,727 | 34.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 586,790 | 13,123 | 0.02% | 0.02% | 25 | +19,665 | 3.47% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 572,813 | 12,810 | 0.44% | 0.1% | 26 | +454,790 | 385.34% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 556,658 | 12,449 | 0.01% | 0.01% | 27 | +55,196 | 11.01% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 548,297 | 12,262 | 0.72% | 0.67% | 28 | +43,461 | 8.61% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 536,840 | 12,006 | 0.07% | 0.06% | 29 | +85,594 | 18.97% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | Reduced | 503,715 | 11,265 | 1.06% | 1.16% | 30 | -2,252 | -0.45% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 484,384 | 10,833 | 0.0% | 0.0% | 31 | +113,263 | 30.52% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 456,598 | 10,211 | 4.7% | 4.81% | 32 | +22,579 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 451,382 | 10,095 | 2.3% | 2.09% | 33 | +22,453 | 5.23% | Q4 2025 | Jan 29, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 424,922 | 9,503 | 5.21% | 5.1% | 34 | +20,546 | 5.08% | Q4 2025 | Feb 12, 2026 |
| Probity Advisors, Inc. | History | Reduced | 421,498 | 9,426 | 1.51% | 1.73% | 35 | -55,787 | -11.69% | Q4 2025 | Jan 27, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 389,577 | 8,712 | 3.73% | 3.7% | 36 | +24,539 | 6.72% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 384,789 | 8,605 | 0.22% | 0.23% | 37 | +15,722 | 4.26% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 348,507 | 7,800 | 0.01% | 0.01% | 38 | +39,845 | 12.91% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 335,732 | 7,508 | 0.03% | 0.03% | 39 | +12,369 | 3.83% | Q4 2025 | Feb 18, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 310,219 | 6,938 | 0.1% | 0.1% | 40 | +31,023 | 11.11% | Q4 2025 | Jan 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 300,987 | 6,731 | 0.54% | 0.58% | 41 | +2,282 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Northstar Group, Inc. | History | Added to | 300,873 | 6,729 | 0.92% | 0.88% | 42 | +31,018 | 11.49% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 298,827 | 6,683 | 0.01% | 0.01% | 43 | +114,353 | 61.99% | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 297,073 | 6,644 | 0.64% | 0.6% | 44 | +18,741 | 6.73% | Q4 2025 | Feb 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 293,510 | 6,564 | 0.04% | 0.04% | 45 | +15,278 | 5.49% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 284,556 | 6,364 | 0.0% | 0.0% | 46 | +112,925 | 65.8% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 273,809 | 6,123 | 0.12% | 0.14% | 47 | -24,079 | -8.08% | Q4 2025 | Feb 02, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 269,864 | 6,035 | 2.12% | 1.78% | 48 | +81,679 | 43.4% | Q4 2025 | Jan 29, 2026 |
| REBALANCE, LLC | History | Added to | 264,893 | 5,924 | 0.35% | 0.24% | 49 | +85,759 | 47.87% | Q4 2025 | Jan 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 251,654 | 5,628 | 0.36% | 0.31% | 50 | +37,430 | 17.47% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 240,445 | 5,378 | 0.01% | 0.01% | 51 | +26,907 | 12.6% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 238,378 | 5,331 | 0.0% | 0.0% | 52 | +1,238 | 0.52% | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | New | 238,127 | 5,325 | 0.19% | — | 53 | +238,127 | New | Q4 2025 | Jan 21, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | New | 235,073 | 5,257 | 1.51% | — | 54 | +235,073 | New | Q4 2025 | Feb 10, 2026 |
| FCA CORP /TX | History | Added to | 219,760 | 4,914 | 1.39% | 1.3% | 55 | +11,111 | 5.33% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 212,267 | 4,747 | 0.08% | 0.08% | 56 | +51,894 | 32.36% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 206,163 | 4,610 | 0.01% | 0.0% | 57 | +67,996 | 49.21% | Q4 2025 | Feb 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 200,242 | 4,478 | 0.52% | 0.51% | 58 | +16,907 | 9.22% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 184,730 | 4,131 | 0.09% | 0.1% | 59 | +8,088 | 4.58% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 177,601 | 3,972 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | Added to | 169,013 | 3,779 | 0.07% | 0.06% | 61 | +57,475 | 51.53% | Q4 2025 | Jan 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 158,622 | 3,547 | 0.21% | 0.22% | 62 | -3,287 | -2.03% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | Added to | 157,804 | 3,529 | 0.23% | 0.07% | 63 | +111,158 | 238.3% | Q4 2025 | Jan 26, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 154,708 | 3,460 | 1.03% | 1.03% | 64 | +4,315 | 2.87% | Q4 2025 | Jan 28, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 144,600 | 3,233 | 0.46% | 0.19% | 65 | +84,950 | 142.41% | Q4 2025 | Jan 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 144,539 | 3,232 | 0.08% | — | 66 | +144,539 | New | Q4 2025 | Jan 29, 2026 |
| Portland Global Advisors LLC | History | New | 141,011 | 3,153 | 0.34% | — | 67 | +141,011 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 139,512 | 3,120 | 0.06% | 0.06% | 68 | +5,185 | 3.86% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 139,419 | 3,118 | 0.11% | 0.02% | 69 | +113,446 | 436.78% | Q4 2025 | Jan 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 139,411 | 3,117 | 0.13% | 0.1% | 70 | +37,314 | 36.55% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 135,502 | 3,030 | 0.01% | — | 71 | +135,502 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 132,066 | 2,955 | 0.0% | — | 72 | +132,066 | New | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 131,470 | 2,940 | 0.0% | 0.0% | 73 | +11,535 | 9.62% | Q4 2025 | Feb 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 125,822 | 2,814 | 0.11% | 0.11% | 74 | +266 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 125,709 | 2,811 | 0.02% | 0.01% | 75 | +13,483 | 12.01% | Q4 2025 | Jan 29, 2026 |
| Lantz Financial LLC | History | New | 119,081 | 2,663 | 0.56% | — | 76 | +119,081 | New | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 117,782 | 2,634 | 0.04% | 0.02% | 77 | +64,968 | 123.01% | Q4 2025 | Jan 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 115,801 | 2,589 | 1.34% | 1.34% | 78 | +8,769 | 8.19% | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 115,550 | 2,584 | 0.2% | 0.19% | 79 | -3,000 | -2.53% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | Added to | 113,467 | 2,537 | 0.03% | 0.03% | 80 | +9,193 | 8.82% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 111,841 | 2,501 | 0.03% | 0.03% | 81 | +5,067 | 4.75% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 109,686 | 2,454 | 0.0% | 0.0% | 82 | +61,296 | 126.67% | Q4 2025 | Feb 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 108,290 | 2,421 | 0.18% | 0.03% | 83 | +90,000 | 492.07% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 106,918 | 2,391 | 0.02% | 0.04% | 84 | -133,170 | -55.47% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 104,509 | 2,337 | 0.0% | 0.0% | 85 | +52,072 | 99.3% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 103,861 | 2,322 | 0.17% | 0.3% | 86 | +1,277 | 1.24% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 103,375 | 2,311 | 0.06% | 0.02% | 87 | +66,075 | 177.14% | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 98,744 | 2,208 | 0.35% | 0.35% | 88 | -403 | -0.41% | Q4 2025 | Feb 11, 2026 |
| Essential Planning, LLC. | History | Added to | 95,604 | 2,138 | 0.68% | 0.1% | 89 | +83,105 | 664.89% | Q4 2025 | Jan 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 94,005 | 2,102 | 0.37% | — | 90 | +94,005 | New | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Added to | 91,608 | 2,048 | 0.64% | 0.66% | 91 | +616 | 0.68% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 90,807 | 2,030 | 0.0% | 0.01% | 92 | -784,527 | -89.63% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,271 | 1,974 | 0.0% | 0.0% | 93 | -8,824 | -9.09% | Q4 2025 | Feb 02, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 85,024 | 1,901 | 0.05% | 0.05% | 94 | +4,385 | 5.44% | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 81,889 | 1,831 | 0.43% | 0.33% | 95 | +21,310 | 35.18% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 80,904 | 1,809 | 0.02% | 0.02% | 96 | +9,032 | 12.57% | Q4 2025 | Jan 26, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 79,144 | 1,770 | 0.89% | 0.88% | 97 | +4,587 | 6.15% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 77,480 | 1,732 | 0.0% | 0.0% | 98 | +10,227 | 15.21% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | New | 68,981 | 1,542 | 0.03% | — | 99 | +68,981 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,547 | 1,421 | 0.0% | 0.0% | 100 | -52,064 | -45.03% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 61,025 | 1,364 | 0.65% | 0.55% | 101 | +621 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | Added to | 60,966 | 1,363 | 0.22% | 0.2% | 102 | +3,370 | 5.85% | Q4 2025 | Jan 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 58,463 | 1,307 | 0.17% | 0.04% | 103 | +47,076 | 413.42% | Q4 2025 | Jan 21, 2026 |
| Delta Wealth Advisors LLC | History | New | 53,830 | 1,203 | 1.01% | — | 104 | +53,830 | New | Q4 2025 | Jan 28, 2026 |
| Horizons Wealth Management | History | Added to | 50,686 | 1,133 | 0.74% | 0.05% | 105 | +47,355 | 1421.65% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,470 | 1,128 | 0.0% | 0.01% | 106 | +1,337 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 49,505 | 1,107 | 0.0% | 0.0% | 107 | +9,505 | 23.76% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,596 | 1,064 | 0.0% | 0.0% | 108 | +5,219 | 12.32% | Q4 2025 | Feb 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 44,445 | 994 | 0.0% | — | 109 | +44,445 | New | Q4 2025 | Feb 09, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 40,656 | 909 | 0.38% | 0.36% | 110 | +1,849 | 4.76% | Q4 2025 | Jan 22, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 39,842 | 891 | 0.08% | 0.08% | 111 | +2,732 | 7.36% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | New | 39,776 | 889 | 0.01% | — | 112 | +39,776 | New | Q4 2025 | Jan 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 38,834 | 868 | 0.02% | 0.02% | 113 | -2,409 | -5.84% | Q4 2025 | Feb 09, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 36,000 | 805 | 0.07% | 0.06% | 114 | +18,000 | 100.0% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,420 | 792 | 0.0% | 0.0% | 115 | -88,836 | -71.49% | Q4 2025 | Mar 25, 2026 |
| Austin Private Wealth, LLC | History | Added to | 35,008 | 782 | 0.06% | 0.06% | 116 | +147 | 0.42% | Q4 2025 | Jan 20, 2026 |
| Chris Bulman Inc | History | New | 32,306 | 722 | 0.32% | — | 117 | +32,306 | New | Q4 2025 | Jan 14, 2026 |
| Straight Path Wealth Management | History | Added to | 32,122 | 718 | 0.19% | 0.15% | 118 | +7,479 | 30.35% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | New | 30,825 | 689 | 0.0% | — | 119 | +30,825 | New | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,784 | 688 | 0.0% | 0.0% | 120 | +13,682 | 80.0% | Q4 2025 | Feb 06, 2026 |
| Mendota Financial Group, LLC | History | Added to | 30,725 | 687 | 0.5% | 0.51% | 121 | +383 | 1.26% | Q4 2025 | Jan 20, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 28,767 | 643 | 0.05% | 0.04% | 122 | +5,864 | 25.6% | Q4 2025 | Feb 10, 2026 |
| KOM Wealth Management Group, LLC | History | New | 28,191 | 630 | 0.45% | — | 123 | +28,191 | New | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 27,964 | 625 | 0.01% | 0.01% | 124 | +6,717 | 31.61% | Q4 2025 | Jan 21, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 27,635 | 618 | 0.51% | 0.51% | 125 | +4,559 | 19.76% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,477 | 614 | 0.01% | 0.01% | 126 | +4,884 | 21.62% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 27,110 | 606 | 0.2% | 0.18% | 127 | +3,182 | 13.3% | Q4 2025 | Jan 28, 2026 |
| Gilbert & Cook, Inc. | History | New | 26,806 | 599 | 0.08% | — | 128 | +26,806 | New | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,392 | 590 | 0.0% | 0.0% | 129 | +14,764 | 126.97% | Q4 2025 | Jan 26, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 26,174 | 585 | 0.32% | — | 130 | +26,174 | New | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 25,902 | 579 | 0.0% | 0.0% | 131 | +3,963 | 18.06% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 25,735 | 575 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,288 | 565 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Element Wealth, LLC | History | Added to | 25,233 | 564 | 0.23% | 0.14% | 134 | +10,513 | 71.42% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 25,003 | 559 | 0.0% | 0.0% | 135 | +2,206 | 9.68% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 24,293 | 543 | 0.03% | 0.02% | 136 | +7,724 | 46.62% | Q4 2025 | Feb 12, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 24,096 | 538 | 0.11% | 0.11% | 137 | +300 | 1.26% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,595 | 527 | 0.0% | 0.0% | 138 | +7,096 | 43.01% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 23,182 | 518 | 0.0% | 0.0% | 139 | +4,454 | 23.78% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,135 | 495 | 0.01% | 0.01% | 140 | +3,582 | 19.31% | Q4 2025 | Jan 29, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 21,967 | 491 | 0.11% | 0.12% | 141 | +337 | 1.56% | Q4 2025 | Jan 16, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 21,785 | 487 | 0.14% | 0.16% | 142 | -1,662 | -7.09% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,938 | 468 | 0.01% | 0.01% | 143 | +1,958 | 10.32% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 20,851 | 466 | 0.12% | — | 144 | +20,851 | New | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | New | 20,453 | 457 | 0.0% | — | 145 | +20,453 | New | Q4 2025 | Feb 10, 2026 |
| TABLEAUX LLC | History | Added to | 20,150 | 450 | 0.32% | 0.17% | 146 | +622 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 447 | 0.31% | 0.22% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 19,365 | 433 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,240 | 430 | 0.0% | 0.0% | 149 | +10,141 | 111.45% | Q4 2025 | Feb 18, 2026 |
| Heartland Bank & Trust Co | History | No change | 19,209 | 429 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,935 | 423 | 0.0% | 0.0% | 151 | +4,282 | 29.22% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,475 | 413 | 0.02% | 0.02% | 152 | +1,264 | 7.34% | Q4 2025 | Feb 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 18,462 | 412 | 0.11% | 0.1% | 153 | +2,681 | 16.99% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 18,291 | 409 | 0.01% | 0.01% | 154 | +999 | 5.78% | Q4 2025 | Feb 04, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 17,785 | 397 | 0.02% | 0.02% | 155 | +1,446 | 8.85% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 17,712 | 396 | 0.01% | — | 156 | +17,712 | New | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 17,627 | 394 | 0.08% | 0.05% | 157 | +6,804 | 62.87% | Q4 2025 | Feb 06, 2026 |
| Walleye Partners, LLC | History | New | 17,159 | 383 | 0.43% | — | 158 | +17,159 | New | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | New | 16,915 | 378 | 0.0% | — | 159 | +16,915 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | No change | 16,915 | 378 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TFR Capital, LLC. | History | New | 16,369 | 366 | 0.12% | — | 161 | +16,369 | New | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 16,189 | 362 | 0.0% | 0.0% | 162 | +3,186 | 24.5% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 15,971 | 357 | 0.0% | 0.0% | 163 | +3,372 | 26.76% | Q4 2025 | Jan 21, 2026 |
| Opus Capital Group, LLC | History | Added to | 15,830 | 354 | 0.04% | 0.04% | 164 | +1,330 | 9.17% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | New | 15,775 | 352 | 0.01% | — | 165 | +15,775 | New | Q4 2025 | Feb 03, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,674 | 350 | 0.01% | 0.01% | 166 | +88 | 0.56% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 15,492 | 346 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STAR Financial Bank | History | Reduced | 15,451 | 345 | 0.18% | 0.21% | 168 | -602 | -3.75% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 15,443 | 345 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 15,387 | 344 | 0.13% | 0.13% | 170 | +309 | 2.05% | Q4 2025 | Jan 15, 2026 |
| Crews Bank & Trust | History | Reduced | 15,100 | 337 | 0.05% | 0.05% | 171 | -1,375 | -8.35% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 14,309 | 320 | 0.02% | 0.02% | 172 | +424 | 3.05% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 13,803 | 308 | 0.1% | — | 173 | +13,803 | New | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,689 | 306 | 0.11% | 0.13% | 174 | +57 | 0.42% | Q4 2025 | Jan 27, 2026 |
| KPP Advisory Services LLC | History | No change | 13,575 | 303 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Old Port Advisors | History | New | 13,501 | 301 | 0.07% | — | 176 | +13,501 | New | Q4 2025 | Jan 08, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 13,070 | 292 | 0.13% | 0.12% | 177 | +2,100 | 19.14% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 12,810 | 286 | 0.01% | — | 178 | +12,810 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 12,621 | 282 | 0.01% | — | 179 | +12,621 | New | Q4 2025 | Jan 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 12,593 | 281 | 0.04% | 0.04% | 180 | +132 | 1.06% | Q4 2025 | Feb 04, 2026 |
| High Note Wealth, LLC | History | Added to | 12,061 | 269 | 0.05% | 0.01% | 181 | +10,750 | 819.98% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | New | 12,023 | 268 | 0.0% | — | 182 | +12,023 | New | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 11,981 | 267 | 0.16% | 0.17% | 183 | +309 | 2.65% | Q4 2025 | Jan 07, 2026 |
| RFP Financial Group LLC | History | Reduced | 11,663 | 260 | 0.12% | 0.22% | 184 | -12,364 | -51.46% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,530 | 257 | 0.0% | — | 185 | +11,530 | New | Q4 2025 | Feb 10, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,430 | 255 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,498 | 254 | 0.09% | 0.08% | 187 | -206 | -1.76% | Q4 2025 | Jan 09, 2026 |
| O'Brien Wealth Partners LLC | History | New | 11,324 | 253 | 0.03% | — | 188 | +11,324 | New | Q4 2025 | Jan 22, 2026 |
| Towne Trust Company, N.A | History | Added to | 11,300 | 252 | 0.08% | 0.04% | 189 | +5,700 | 101.79% | Q4 2025 | Jan 26, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 11,262 | 251 | 0.01% | 0.01% | 190 | +2,172 | 23.89% | Q4 2025 | Feb 12, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | New | 11,173 | 249 | 0.11% | — | 192 | +11,173 | New | Q4 2025 | Jan 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 11,178 | 249 | 0.04% | 0.05% | 191 | -1,903 | -14.55% | Q4 2025 | Jan 28, 2026 |
| HANOVER ADVISORS INC | History | New | 10,569 | 236 | 0.09% | — | 193 | +10,569 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 10,473 | 234 | 0.03% | 0.03% | 194 | +44 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,018 | 224 | 0.05% | 0.05% | 195 | +237 | 2.42% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,942 | 222 | 0.01% | — | 196 | +9,942 | New | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | New | 9,733 | 217 | 0.05% | — | 197 | +9,733 | New | Q4 2025 | Jan 20, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 9,577 | 214 | 0.04% | — | 198 | +9,577 | New | Q4 2025 | Jan 14, 2026 |
| Cyr Financial Inc. | History | Reduced | 9,485 | 212 | 0.13% | 0.18% | 199 | -2,160 | -18.55% | Q4 2025 | Jan 16, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 9,013 | 201 | 0.01% | — | 200 | +9,013 | New | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 8,345 | 186 | 0.01% | — | 201 | +8,345 | New | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 6,040 | 135 | 0.03% | 0.02% | 202 | +1,923 | 46.71% | Q4 2025 | Feb 10, 2026 |
| Hills Bank & Trust Co | History | Added to | 5,139 | 114 | 0.01% | 0.01% | 203 | +168 | 3.38% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 4,510 | 100 | 0.0% | — | 204 | +4,510 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 4,466 | 99 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CNB Bank | History | Added to | 4,316 | 96 | 0.04% | 0.01% | 206 | +3,412 | 377.43% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,363 | 75 | 0.0% | 0.0% | 207 | +3 | 0.09% | Q4 2025 | Jan 30, 2026 |
| First PREMIER Bank | History | Added to | 3,076 | 69 | 0.02% | 0.02% | 208 | +26 | 0.85% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 3,050 | 68 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,773 | 62 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hara Capital LLC | History | No change | 2,643 | 59 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,150 | 48 | 0.0% | — | 212 | +2,150 | New | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,985 | 44 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,950 | 43 | 0.01% | — | 214 | +1,950 | New | Q4 2025 | Jan 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,825 | 40 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,718 | 38 | 0.0% | 0.0% | 216 | +21 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | New | 1,329 | 29 | 0.0% | — | 218 | +1,329 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 1,308 | 29 | 0.0% | 0.0% | 217 | +22 | 1.71% | Q4 2025 | Feb 11, 2026 |
| Robbins Farley | History | Reduced | 1,121 | 25 | 0.01% | 0.02% | 220 | -625 | -35.8% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,162 | 25 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 1,114 | 24 | 0.0% | 0.0% | 221 | -3 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,095 | 24 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clayton Financial Group LLC | History | New | 1,025 | 22 | 0.01% | — | 223 | +1,025 | New | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | No change | 950 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 792 | 18 | 0.01% | 0.01% | 225 | +10 | 1.28% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 379 | 8 | 0.01% | — | 227 | +379 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 378 | 8 | 0.0% | — | 226 | +378 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 282 | 6 | 0.0% | — | 228 | +282 | New | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, INC | History | New | 104 | 2 | 0.0% | — | 230 | +104 | New | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | New | 95 | 2 | 0.0% | — | 229 | +95 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -236,232 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.01% | — | -70,587 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -45,343 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,525 | -100.0% | Q3 2025 | Nov 13, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.08% | — | -11,520 | -100.0% | Q3 2025 | Nov 04, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -11,265 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HAMEL ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,048 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,601 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,207 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,082 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rockefeller Capital Management L.P. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Mar 16, 2026 |