iSHARES TRUST - IBTJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,400,107 | 74,615 | 0.0% | 0.0% | 1 | +3,029,822 | 818.24% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,188,742 | 48,031 | 0.0% | 0.0% | 2 | +1,507,597 | 221.33% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,015,398 | 44,227 | 0.01% | 0.01% | 3 | +525,076 | 35.23% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,965,283 | 43,134 | 0.07% | 0.04% | 4 | +918,666 | 87.77% | Q4 2025 | Feb 18, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,934,809 | 42,459 | 4.25% | 4.38% | 5 | -19,950 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 1,728,453 | 37,930 | 0.43% | — | 6 | +1,728,453 | New | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,501,857 | 32,958 | 0.01% | 0.01% | 7 | +531,273 | 54.74% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,055,383 | 23,160 | 0.14% | 0.13% | 8 | +250,246 | 31.08% | Q4 2025 | Feb 17, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 1,044,998 | 22,932 | 2.12% | 0.53% | 9 | +789,073 | 308.32% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 1,032,945 | 22,667 | 0.0% | 0.0% | 10 | +84,609 | 8.92% | Q4 2025 | Jan 29, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,000,620 | 21,958 | 1.85% | 1.8% | 11 | +37,182 | 3.86% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 954,557 | 20,947 | 0.02% | 0.02% | 12 | +51,466 | 5.7% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 927,395 | 20,351 | 1.16% | 1.17% | 13 | +22,524 | 2.49% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 891,589 | 19,565 | 0.03% | 0.02% | 14 | +277,424 | 45.17% | Q4 2025 | Feb 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 773,001 | 16,963 | 1.43% | 1.21% | 15 | +27,488 | 3.69% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 751,654 | 16,494 | 0.18% | 0.18% | 16 | +43,230 | 6.1% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 710,723 | 15,597 | 0.04% | 0.0% | 17 | +651,588 | 1101.87% | Q4 2025 | Jan 26, 2026 |
| Denver PWM, LLC | History | No change | 690,448 | 15,134 | 5.05% | 4.72% | 18 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MKT Advisors LLC | History | Added to | 597,803 | 13,130 | 4.48% | 3.89% | 19 | +120,942 | 25.36% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 530,217 | 11,635 | 0.0% | 0.0% | 20 | +184,299 | 53.28% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Added to | 524,366 | 11,507 | 0.68% | 0.57% | 21 | +91,392 | 21.11% | Q4 2025 | Jan 08, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 512,315 | 11,242 | 5.18% | 5.14% | 22 | +39,384 | 8.33% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 497,099 | 10,898 | 0.37% | 0.03% | 23 | +461,525 | 1297.37% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 495,743 | 10,879 | 0.12% | 0.01% | 24 | +463,718 | 1447.99% | Q4 2025 | Jan 20, 2026 |
| Probity Advisors, Inc. | History | Added to | 437,386 | 9,598 | 1.54% | 1.46% | 25 | +25,993 | 6.32% | Q4 2025 | Jan 27, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 432,713 | 9,495 | 5.21% | 5.1% | 26 | +20,996 | 5.1% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 426,212 | 9,353 | 0.03% | 0.04% | 27 | +39,912 | 10.33% | Q4 2025 | Feb 18, 2026 |
| Waycross Investment Management Co | History | Added to | 424,860 | 9,323 | 8.2% | 9.42% | 28 | +4,114 | 0.98% | Q4 2025 | Jan 08, 2026 |
| HM PAYSON & CO | History | Added to | 404,684 | 8,880 | 0.13% | 0.0% | 29 | +397,769 | 5752.26% | Q4 2025 | Feb 12, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 397,661 | 8,726 | 3.74% | 3.7% | 30 | +24,866 | 6.67% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 348,128 | 7,639 | 0.2% | 0.2% | 31 | +43,013 | 14.1% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 338,805 | 7,435 | 0.05% | 0.04% | 32 | +21,692 | 6.84% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 302,447 | 6,638 | 0.01% | 0.01% | 33 | +57,354 | 23.4% | Q4 2025 | Feb 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 296,288 | 6,502 | 0.87% | 0.89% | 34 | +1,056 | 0.36% | Q4 2025 | Jan 30, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 293,902 | 6,449 | 2.53% | 2.44% | 35 | +15,570 | 5.59% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 290,254 | 6,369 | 0.0% | 0.0% | 36 | +115,175 | 65.78% | Q4 2025 | Feb 12, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 289,347 | 6,349 | 2.65% | 2.63% | 37 | +15,342 | 5.6% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | Reduced | 256,067 | 5,619 | 0.11% | 0.13% | 38 | -35,206 | -12.09% | Q4 2025 | Feb 02, 2026 |
| REBALANCE, LLC | History | Added to | 255,822 | 5,614 | 0.33% | 0.28% | 39 | +46,663 | 22.31% | Q4 2025 | Jan 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 255,761 | 5,613 | 0.05% | 0.03% | 40 | +77,874 | 43.78% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 230,042 | 5,048 | 0.0% | 0.0% | 41 | +29,418 | 14.66% | Q4 2025 | Feb 10, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 223,717 | 4,909 | 0.57% | 0.56% | 42 | +16,744 | 8.09% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 209,303 | 4,593 | 0.0% | 0.0% | 43 | +31,306 | 17.59% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 202,340 | 4,440 | 0.0% | — | 44 | +202,340 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 188,555 | 4,137 | 0.15% | 0.03% | 45 | +154,574 | 454.88% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 185,183 | 4,063 | 0.01% | 0.0% | 46 | +68,858 | 59.19% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | New | 184,474 | 4,048 | 0.14% | — | 47 | +184,474 | New | Q4 2025 | Jan 21, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 180,532 | 3,961 | 0.06% | 0.16% | 48 | -340,468 | -65.35% | Q4 2025 | Jan 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 176,707 | 3,877 | 0.06% | 0.06% | 49 | +13,882 | 8.53% | Q4 2025 | Jan 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 169,770 | 3,725 | 0.01% | 0.0% | 50 | +63,067 | 59.11% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 168,262 | 3,692 | 0.15% | — | 51 | +168,262 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 160,520 | 3,522 | 0.05% | 0.06% | 52 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 159,603 | 3,502 | 0.01% | 0.01% | 53 | +19,371 | 13.81% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 157,751 | 3,461 | 0.2% | 0.19% | 54 | +14,766 | 10.33% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 155,120 | 3,404 | 0.04% | 0.01% | 55 | +78,977 | 103.72% | Q4 2025 | Feb 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 154,691 | 3,394 | 1.01% | 1.01% | 56 | +3,984 | 2.64% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | Added to | 151,272 | 3,319 | 0.22% | 0.08% | 57 | +96,836 | 177.89% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 142,229 | 3,121 | 0.06% | 0.06% | 58 | +5,115 | 3.73% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 141,276 | 3,100 | 0.3% | 0.29% | 59 | +3,870 | 2.82% | Q4 2025 | Feb 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 140,163 | 3,075 | 0.12% | 0.12% | 60 | +1,068 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 137,689 | 3,021 | 0.0% | 0.01% | 61 | -214,868 | -60.95% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 126,211 | 2,770 | 0.18% | 0.15% | 62 | +16,345 | 14.88% | Q4 2025 | Feb 13, 2026 |
| Keeler Thomas Management LLC | History | Added to | 120,981 | 2,654 | 1.26% | 1.07% | 63 | +1,682 | 1.41% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Added to | 115,838 | 2,542 | 0.03% | 0.03% | 64 | +9,357 | 8.79% | Q4 2025 | Feb 10, 2026 |
| Northstar Group, Inc. | History | Added to | 111,653 | 2,450 | 0.33% | 0.07% | 65 | +90,711 | 433.15% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 103,166 | 2,263 | 0.0% | 0.0% | 66 | +35,451 | 52.35% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | New | 98,070 | 2,152 | 0.34% | — | 67 | +98,070 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 95,323 | 2,091 | 0.0% | 0.0% | 68 | +594 | 0.63% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 93,054 | 2,042 | 0.08% | 0.06% | 69 | +27,678 | 42.34% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 92,763 | 2,035 | 0.01% | 0.01% | 70 | +49,326 | 113.56% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 92,766 | 2,035 | 0.04% | 0.04% | 71 | +19,646 | 26.87% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 86,517 | 1,898 | 0.02% | 0.02% | 72 | +621 | 0.72% | Q4 2025 | Feb 05, 2026 |
| FF Advisors,LLC | History | Added to | 82,188 | 1,803 | 0.8% | 0.83% | 73 | +3,042 | 3.84% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 76,189 | 1,671 | 0.02% | 0.01% | 74 | +25,865 | 51.4% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 75,170 | 1,649 | 0.04% | 0.04% | 75 | +11,323 | 17.73% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 73,586 | 1,614 | 0.01% | — | 76 | +73,586 | New | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | Added to | 68,339 | 1,499 | 0.11% | 0.19% | 77 | +1,256 | 1.87% | Q4 2025 | Jan 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 66,748 | 1,464 | 0.04% | 0.04% | 78 | +2,929 | 4.59% | Q4 2025 | Feb 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 66,333 | 1,455 | 0.12% | 0.14% | 79 | -4,879 | -6.85% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 65,820 | 1,444 | 0.01% | — | 80 | +65,820 | New | Q4 2025 | Feb 09, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 62,950 | 1,381 | 0.69% | 0.49% | 81 | +20,699 | 48.99% | Q4 2025 | Feb 04, 2026 |
| Montecito Bank & Trust | History | Added to | 56,979 | 1,250 | 0.2% | 0.18% | 82 | +3,465 | 6.47% | Q4 2025 | Jan 09, 2026 |
| Reliant Wealth Planning | History | Added to | 55,875 | 1,226 | 0.38% | 0.32% | 83 | +11,551 | 26.06% | Q4 2025 | Feb 12, 2026 |
| Financial Advisory Corp | History | New | 46,929 | 1,029 | 0.15% | — | 84 | +46,929 | New | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 46,157 | 1,014 | 0.0% | — | 85 | +46,157 | New | Q4 2025 | Feb 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 45,624 | 1,001 | 0.52% | 0.41% | 86 | +12,141 | 36.26% | Q4 2025 | Jan 29, 2026 |
| Chris Bulman Inc | History | New | 43,267 | 949 | 0.42% | — | 87 | +43,267 | New | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 43,003 | 943 | 0.02% | 0.03% | 88 | +708 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 42,770 | 938 | 0.6% | 0.6% | 89 | +371 | 0.88% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 42,034 | 922 | 0.0% | — | 90 | +42,034 | New | Q4 2025 | Mar 25, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 40,135 | 880 | 0.02% | 0.02% | 91 | -137 | -0.34% | Q4 2025 | Feb 09, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 38,076 | 835 | 0.08% | 0.08% | 92 | +57 | 0.15% | Q4 2025 | Jan 29, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 36,800 | 807 | 0.07% | 0.06% | 93 | +18,400 | 100.0% | Q4 2025 | Feb 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 35,603 | 781 | 0.1% | — | 94 | +35,603 | New | Q4 2025 | Jan 21, 2026 |
| Summit Wealth Partners, LLC | History | New | 33,813 | 766 | 0.14% | — | 95 | +33,813 | New | Q4 2025 | Jan 27, 2026 |
| Mendota Financial Group, LLC | History | Added to | 31,316 | 687 | 0.5% | 0.51% | 96 | +379 | 1.23% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 31,236 | 685 | 0.01% | 0.01% | 97 | +14,258 | 83.98% | Q4 2025 | Jan 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 30,859 | 677 | 0.16% | 0.12% | 98 | +9,262 | 42.89% | Q4 2025 | Feb 06, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 30,290 | 665 | 0.19% | 0.25% | 99 | -8,220 | -21.35% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,156 | 662 | 0.0% | 0.0% | 100 | +6,076 | 25.23% | Q4 2025 | Feb 05, 2026 |
| STAR Financial Bank | History | Reduced | 28,705 | 629 | 0.32% | 0.38% | 101 | -616 | -2.1% | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | New | 28,253 | 620 | 0.17% | — | 102 | +28,253 | New | Q4 2025 | Feb 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 27,578 | 605 | 0.5% | 0.52% | 103 | +3,425 | 14.18% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,950 | 591 | 0.0% | 0.0% | 104 | +7,153 | 36.13% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 26,502 | 581 | 0.08% | 0.07% | 105 | +2,906 | 12.32% | Q4 2025 | Feb 17, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 26,342 | 578 | 0.24% | 0.23% | 106 | +1,886 | 7.71% | Q4 2025 | Jan 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 26,310 | 577 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 25,388 | 557 | 0.0% | — | 108 | +25,388 | New | Q4 2025 | Feb 12, 2026 |
| Old Port Advisors | History | Reduced | 24,981 | 548 | 0.13% | 0.15% | 109 | -1,490 | -5.63% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,608 | 540 | 0.01% | 0.01% | 110 | +4,713 | 23.69% | Q4 2025 | Feb 09, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 24,596 | 539 | 0.04% | 0.04% | 111 | +4,217 | 20.69% | Q4 2025 | Feb 09, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | New | 24,135 | 529 | 0.03% | — | 112 | +24,135 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,851 | 501 | 0.0% | 0.01% | 113 | -807,062 | -97.25% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 22,216 | 487 | 0.0% | 0.0% | 114 | +643 | 2.98% | Q4 2025 | Feb 11, 2026 |
| Daybright Advisory Services, Inc. | History | New | 21,251 | 466 | 0.12% | — | 115 | +21,251 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,816 | 456 | 0.0% | 0.0% | 116 | +17,096 | 459.57% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,718 | 454 | 0.0% | 0.0% | 117 | +4,010 | 24.0% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 20,526 | 450 | 0.03% | 0.04% | 118 | -867 | -4.05% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,880 | 436 | 0.0% | 0.0% | 119 | +1,517 | 8.26% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,606 | 430 | 0.02% | 0.02% | 120 | +1,293 | 7.06% | Q4 2025 | Feb 13, 2026 |
| Heartland Bank & Trust Co | History | No change | 19,589 | 429 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 19,548 | 428 | 0.0% | 0.0% | 122 | +1,525 | 8.46% | Q4 2025 | Feb 13, 2026 |
| Walleye Partners, LLC | History | New | 18,955 | 415 | 0.46% | — | 123 | +18,955 | New | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,298 | 401 | 0.0% | 0.0% | 124 | +5,998 | 48.76% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | New | 18,087 | 396 | 0.01% | — | 125 | +18,087 | New | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,009 | 395 | 0.0% | 0.0% | 126 | +2,071 | 12.99% | Q4 2025 | Jan 26, 2026 |
| Great Diamond Partners, LLC | History | Added to | 17,161 | 376 | 0.07% | 0.06% | 127 | +3,145 | 22.44% | Q4 2025 | Feb 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 17,042 | 373 | 0.06% | 0.06% | 128 | -486 | -2.77% | Q4 2025 | Jan 28, 2026 |
| Madrid Wealth Management, LLC | History | New | 16,901 | 370 | 0.3% | — | 129 | +16,901 | New | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | New | 16,651 | 365 | 0.0% | — | 130 | +16,651 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | No change | 16,651 | 365 | 0.15% | 0.14% | 131 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TABLEAUX LLC | History | Reduced | 16,363 | 359 | 0.25% | 0.18% | 132 | -3,747 | -18.63% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 16,278 | 357 | 0.0% | — | 133 | +16,278 | New | Q4 2025 | Jan 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,922 | 349 | 0.01% | 0.01% | 135 | +2 | 0.01% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,925 | 349 | 0.03% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 15,827 | 347 | 0.21% | 0.22% | 136 | +188 | 1.2% | Q4 2025 | Jan 07, 2026 |
| COWA, LLC | History | No change | 15,725 | 345 | 0.1% | 0.11% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,668 | 343 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 15,578 | 341 | 0.09% | 0.08% | 139 | +1,594 | 11.4% | Q4 2025 | Jan 14, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 15,473 | 339 | 0.11% | 0.08% | 140 | +4,813 | 45.15% | Q4 2025 | Jan 28, 2026 |
| Cyr Financial Inc. | History | Reduced | 15,459 | 339 | 0.21% | 0.27% | 141 | -2,391 | -13.39% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,471 | 317 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Opus Capital Group, LLC | History | Added to | 13,900 | 305 | 0.03% | 0.03% | 143 | +1,400 | 11.2% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | New | 13,739 | 301 | 0.02% | — | 144 | +13,739 | New | Q4 2025 | Jan 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,696 | 300 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | Reduced | 13,590 | 298 | 0.04% | 0.05% | 146 | -2,400 | -15.01% | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 14,011 | 298 | 0.1% | 0.1% | 147 | +121 | 0.87% | Q4 2025 | Jan 09, 2026 |
| MLP3, LLC | History | New | 13,240 | 290 | 0.32% | — | 148 | +13,240 | New | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 13,052 | 286 | 0.01% | — | 149 | +13,052 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,057 | 286 | 0.01% | 0.0% | 150 | +7,301 | 126.84% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,947 | 284 | 0.0% | 0.0% | 151 | +201 | 1.58% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,928 | 283 | 0.0% | 0.0% | 152 | +11,836 | 1083.88% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 12,879 | 282 | 0.04% | 0.04% | 153 | +131 | 1.03% | Q4 2025 | Feb 04, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 12,404 | 272 | 0.02% | — | 154 | +12,404 | New | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 12,212 | 267 | 0.02% | 0.02% | 155 | +148 | 1.23% | Q4 2025 | Jan 15, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 12,079 | 265 | 0.01% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Element Wealth, LLC | History | Added to | 11,910 | 261 | 0.11% | 0.11% | 157 | +34 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 11,754 | 257 | 0.05% | — | 158 | +11,754 | New | Q4 2025 | Jan 14, 2026 |
| RFP Financial Group LLC | History | Reduced | 11,684 | 256 | 0.12% | 0.22% | 160 | -12,697 | -52.08% | Q4 2025 | Feb 13, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,698 | 256 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'Brien Wealth Partners LLC | History | New | 11,541 | 253 | 0.03% | — | 161 | +11,541 | New | Q4 2025 | Jan 22, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 11,307 | 248 | 0.06% | 0.06% | 162 | -526 | -4.45% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | Added to | 10,243 | 224 | 0.02% | 0.02% | 163 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,129 | 222 | 0.0% | 0.0% | 164 | +59 | 0.59% | Q4 2025 | Jan 22, 2026 |
| Lido Advisors, LLC | History | No change | 10,036 | 220 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Black Maple Capital Management LP | History | No change | 10,000 | 219 | 0.15% | 0.11% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,512 | 208 | 0.0% | — | 167 | +9,512 | New | Q4 2025 | Feb 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 9,500 | 208 | 0.03% | 0.12% | 168 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,459 | 207 | 0.0% | — | 169 | +9,459 | New | Q4 2025 | Feb 18, 2026 |
| WASHINGTON TRUST Co | History | No change | 9,362 | 205 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Autumn Glory Partners, LLC | History | No change | 9,233 | 202 | 0.07% | 0.08% | 171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,155 | 200 | 0.0% | 0.0% | 172 | -422 | -4.41% | Q4 2025 | Feb 10, 2026 |
| Towne Trust Company, N.A | History | Added to | 8,436 | 185 | 0.06% | 0.0% | 173 | +7,736 | 1105.14% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,164 | 157 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,291 | 138 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,222 | 114 | 0.0% | 0.0% | 176 | -3,211 | -38.08% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,119 | 112 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hara Capital LLC | History | No change | 4,832 | 106 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,594 | 100 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | New | 4,369 | 95 | 0.0% | — | 180 | +4,369 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 4,095 | 89 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CNB Bank | History | Reduced | 3,619 | 79 | 0.03% | 0.17% | 183 | -14,812 | -80.36% | Q4 2025 | Feb 11, 2026 |
| First PREMIER Bank | History | Added to | 3,590 | 79 | 0.02% | 0.02% | 182 | +24 | 0.67% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | No change | 3,204 | 70 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,835 | 62 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | New | 2,790 | 61 | 0.01% | — | 186 | +2,790 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 2,738 | 60 | 0.0% | 0.0% | 187 | -310 | -10.17% | Q4 2025 | Jan 29, 2026 |
| Hyposwiss Advisors SA | History | New | 2,280 | 50 | 0.05% | — | 188 | +2,280 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,209 | 48 | 0.0% | — | 189 | +2,209 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | Added to | 2,072 | 45 | 0.0% | 0.0% | 190 | +26 | 1.27% | Q4 2025 | Feb 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,753 | 38 | 0.0% | 0.0% | 191 | +21 | 1.21% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 1,334 | 29 | 0.0% | 0.0% | 192 | +23 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | New | 1,043 | 22 | 0.01% | — | 193 | +1,043 | New | Q4 2025 | Jan 21, 2026 |
| Robbins Farley | History | New | 912 | 20 | 0.01% | — | 194 | +912 | New | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 808 | 18 | 0.01% | 0.01% | 195 | +10 | 1.25% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 617 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | No change | 444 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 388 | 8 | 0.01% | — | 198 | +388 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 327 | 7 | 0.0% | — | 199 | +327 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 287 | 6 | 0.0% | — | 200 | +287 | New | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, INC | History | New | 106 | 2 | 0.0% | — | 201 | +106 | New | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 64 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -186,646 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.01% | — | -35,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Greenfield Savings Bank | History | Closed out | 0 | 0 | — | 0.18% | — | -19,335 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,162 | -100.0% | Q3 2025 | Oct 20, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -11,502 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HAMEL ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,309 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,495 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q4 2025 | Feb 11, 2026 |