iSHARES TRUST - IBTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 2,447,268 | 50,230 | 0.01% | 0.01% | 1 | +190,695 | 8.45% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,939,888 | 39,816 | 3.99% | 4.05% | 2 | +12,358 | 0.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 773,400 | 15,874 | 0.0% | 0.0% | 3 | -32,994 | -4.09% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 678,143 | 13,891 | 0.47% | 0.5% | 4 | +29,126 | 4.49% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Reduced | 661,495 | 13,577 | 0.0% | 0.0% | 5 | -59,230 | -8.22% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 608,344 | 12,486 | 0.05% | 0.05% | 6 | +66,272 | 12.23% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 474,850 | 9,751 | 0.0% | 0.0% | 7 | -20,593 | -4.16% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 469,677 | 9,640 | 0.14% | 0.09% | 8 | +172,520 | 58.06% | Q4 2025 | Jan 05, 2026 |
| Probity Advisors, Inc. | History | Added to | 451,864 | 9,274 | 1.49% | 1.36% | 9 | +44,861 | 11.02% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 404,611 | 8,304 | 0.0% | 0.0% | 10 | +159,435 | 65.03% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 397,435 | 8,157 | 0.21% | 0.21% | 11 | +16,921 | 4.45% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 374,926 | 7,695 | 0.0% | 0.0% | 12 | +316,027 | 536.56% | Q4 2025 | Feb 18, 2026 |
| Legacy Private Trust Co. | History | New | 374,400 | 7,684 | 0.45% | — | 13 | +374,400 | New | Q4 2025 | Jan 08, 2026 |
| Headland Capital, LLC | History | Added to | 366,476 | 7,521 | 2.09% | 2.06% | 14 | +10,405 | 2.92% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 343,232 | 7,045 | 0.0% | — | 15 | +343,232 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 341,737 | 7,014 | 0.01% | 0.01% | 16 | +78,482 | 29.81% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 317,769 | 6,522 | 0.04% | 0.03% | 17 | +93,064 | 41.42% | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 308,435 | 6,330 | 2.64% | 2.63% | 18 | +15,986 | 5.47% | Q4 2025 | Feb 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 295,120 | 6,057 | 0.05% | 0.06% | 19 | -104,381 | -26.13% | Q4 2025 | Jan 05, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 271,451 | 5,571 | 2.19% | 2.1% | 20 | +15,224 | 5.94% | Q4 2025 | Jan 30, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 271,174 | 5,565 | 0.74% | 0.76% | 21 | +4,427 | 1.66% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 219,408 | 4,503 | 0.01% | 0.0% | 22 | +91,675 | 71.77% | Q4 2025 | Feb 18, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 217,743 | 4,469 | 0.52% | 0.49% | 23 | +24,035 | 12.41% | Q4 2025 | Jan 29, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 216,536 | 4,444 | 2.02% | 2.15% | 24 | -4,430 | -2.0% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Reduced | 199,748 | 4,099 | 0.0% | 0.0% | 25 | -89,096 | -30.85% | Q4 2025 | Jan 29, 2026 |
| Whalen Wealth Management Inc. | History | New | 197,091 | 4,045 | 2.17% | — | 26 | +197,091 | New | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 187,518 | 3,848 | 0.23% | 0.19% | 27 | +41,354 | 28.29% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 170,382 | 3,497 | 0.06% | 0.06% | 28 | +23,145 | 15.72% | Q4 2025 | Feb 11, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 168,609 | 3,460 | 1.03% | 1.03% | 29 | +4,943 | 3.02% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 165,278 | 3,392 | 0.07% | 0.06% | 30 | +16,719 | 11.25% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | Added to | 143,426 | 2,943 | 0.19% | 0.05% | 31 | +108,693 | 312.94% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 137,084 | 2,813 | 0.07% | — | 32 | +137,084 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 135,447 | 2,780 | 0.0% | 0.0% | 33 | +65,511 | 93.67% | Q4 2025 | Mar 25, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 120,716 | 2,477 | 0.0% | 0.0% | 34 | +15,656 | 14.9% | Q4 2025 | Feb 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 105,256 | 2,160 | 0.14% | 0.12% | 35 | +10,227 | 10.76% | Q4 2025 | Feb 13, 2026 |
| Keeler Thomas Management LLC | History | Added to | 91,530 | 1,878 | 0.9% | 0.76% | 36 | +961 | 1.06% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 89,317 | 1,833 | 0.0% | 0.0% | 37 | +49,675 | 125.31% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 84,617 | 1,740 | 0.05% | — | 38 | +84,617 | New | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 83,312 | 1,709 | 0.07% | 0.06% | 39 | +3,850 | 4.85% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 78,176 | 1,604 | 0.0% | 0.0% | 40 | -4,682 | -5.65% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 76,223 | 1,564 | 0.0% | 0.0% | 41 | -38,099 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 72,538 | 1,488 | 0.01% | — | 42 | +72,538 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 72,300 | 1,486 | 0.06% | — | 43 | +72,300 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 66,155 | 1,357 | 0.0% | 0.0% | 44 | -18,644 | -21.99% | Q4 2025 | Feb 11, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 64,218 | 1,318 | 0.72% | 0.8% | 45 | -4,698 | -6.82% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 59,430 | 1,219 | 0.0% | 0.0% | 46 | +8,578 | 16.87% | Q4 2025 | Feb 10, 2026 |
| L2 Asset Management, LLC | History | Added to | 59,375 | 1,218 | 0.16% | 0.17% | 47 | +3,194 | 5.69% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 57,176 | 1,174 | 0.0% | 0.0% | 48 | +28,983 | 102.8% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 56,554 | 1,160 | 0.0% | 0.0% | 49 | +16,693 | 41.88% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | New | 55,470 | 1,138 | 0.01% | — | 50 | +55,470 | New | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 45,952 | 943 | 0.0% | 0.0% | 51 | +2,699 | 6.24% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 38,969 | 799 | 0.02% | 0.02% | 52 | +4,437 | 12.85% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | New | 38,198 | 784 | 0.06% | — | 53 | +38,198 | New | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 34,665 | 711 | 0.01% | 0.01% | 54 | +2,181 | 6.71% | Q4 2025 | Jan 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,548 | 709 | 0.01% | 0.01% | 55 | +2,529 | 7.9% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,434 | 686 | 0.0% | 0.0% | 56 | +1,552 | 4.87% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,047 | 678 | 0.0% | 0.02% | 57 | -119,934 | -78.4% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 30,470 | 625 | 0.0% | — | 58 | +30,470 | New | Q4 2025 | Jan 29, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 29,400 | 603 | 0.05% | 0.04% | 59 | +14,700 | 100.0% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,076 | 576 | 0.0% | 0.0% | 60 | -1,039 | -3.57% | Q4 2025 | Feb 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 26,181 | 537 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 26,112 | 535 | 0.34% | 0.35% | 62 | +4 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Montecito Bank & Trust | History | Added to | 25,970 | 533 | 0.08% | 0.06% | 63 | +7,345 | 39.44% | Q4 2025 | Jan 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 25,870 | 530 | 0.01% | 0.01% | 64 | -11,286 | -30.37% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,090 | 515 | 0.02% | — | 65 | +25,090 | New | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 24,808 | 509 | 0.04% | 0.06% | 66 | +774 | 3.22% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 24,765 | 508 | 0.0% | 0.0% | 67 | +687 | 2.85% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,637 | 485 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 21,615 | 443 | 0.23% | 0.14% | 69 | +9,201 | 74.12% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 21,495 | 441 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Walleye Partners, LLC | History | New | 21,340 | 438 | 0.49% | — | 71 | +21,340 | New | Q4 2025 | Jan 28, 2026 |
| STAR Financial Bank | History | Reduced | 21,185 | 434 | 0.22% | 0.26% | 72 | -348 | -1.62% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,112 | 433 | 0.01% | 0.01% | 73 | -3,976 | -15.85% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,014 | 431 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Wealth Partners, LLC | History | No change | 20,416 | 419 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 19,930 | 409 | 0.02% | 0.02% | 76 | -1,436 | -6.72% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 19,379 | 397 | 0.0% | — | 77 | +19,379 | New | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,283 | 395 | 0.02% | 0.02% | 78 | +1,380 | 7.71% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,494 | 379 | 0.01% | 0.01% | 79 | +5,273 | 39.88% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,703 | 363 | 0.0% | 0.0% | 80 | +2,701 | 18.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 16,924 | 347 | 0.01% | 0.01% | 81 | -139 | -0.81% | Q4 2025 | Feb 09, 2026 |
| Reliant Wealth Planning | History | Added to | 16,898 | 346 | 0.11% | 0.1% | 82 | +2,428 | 16.78% | Q4 2025 | Feb 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 16,721 | 343 | 0.21% | 0.13% | 83 | +6,899 | 70.24% | Q4 2025 | Jan 07, 2026 |
| CGN Advisors LLC | History | Added to | 15,735 | 322 | 0.03% | 0.02% | 84 | +2,424 | 18.21% | Q4 2025 | Jan 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 14,794 | 303 | 0.02% | — | 85 | +14,794 | New | Q4 2025 | Feb 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 13,368 | 274 | 0.02% | 0.02% | 86 | +172 | 1.3% | Q4 2025 | Jan 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 12,883 | 264 | 0.06% | 0.06% | 87 | +272 | 2.16% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 12,162 | 249 | 0.0% | — | 88 | +12,162 | New | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | New | 12,033 | 246 | 0.01% | — | 89 | +12,033 | New | Q4 2025 | Jan 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,489 | 235 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| REBALANCE, LLC | History | Reduced | 11,028 | 226 | 0.01% | 0.01% | 91 | -2 | -0.02% | Q4 2025 | Jan 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,732 | 220 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | New | 10,384 | 213 | 0.01% | — | 93 | +10,384 | New | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | Added to | 8,370 | 171 | 0.02% | 0.02% | 94 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 7,585 | 155 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | New | 5,545 | 113 | 0.04% | — | 96 | +5,545 | New | Q4 2025 | Jan 28, 2026 |
| Hills Bank & Trust Co | History | Added to | 5,171 | 106 | 0.01% | 0.01% | 97 | +81 | 1.59% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5,020 | 103 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 4,400 | 90 | 0.02% | 0.02% | 99 | +482 | 12.3% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | Reduced | 3,878 | 79 | 0.03% | 0.06% | 100 | -2,720 | -41.22% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,591 | 73 | 0.0% | 0.0% | 101 | +1,383 | 62.64% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,160 | 64 | 0.0% | 0.15% | 102 | -1,817,954 | -99.83% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 2,968 | 60 | 0.0% | 0.0% | 103 | +72 | 2.49% | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | New | 2,439 | 50 | 0.0% | — | 104 | +2,439 | New | Q4 2025 | Feb 26, 2026 |
| MAI Capital Management | History | New | 2,000 | 41 | 0.0% | — | 105 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,855 | 38 | 0.0% | — | 106 | +1,855 | New | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,280 | 26 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | New | 1,220 | 25 | 0.0% | — | 108 | +1,220 | New | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | No change | 1,150 | 23 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clayton Financial Group LLC | History | New | 1,090 | 22 | 0.01% | — | 110 | +1,090 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 1,017 | 20 | 0.0% | — | 111 | +1,017 | New | Q4 2025 | Feb 05, 2026 |
| Pflug Koory, LLC | History | No change | 884 | 18 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First PREMIER Bank | History | Added to | 837 | 17 | 0.0% | 0.0% | 113 | +155 | 22.73% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 661 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 659 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 617 | 12 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 517 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 280 | 5 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 193 | 4 | 0.0% | 0.0% | 119 | +2 | 1.05% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 142 | 2 | 0.0% | — | 120 | +142 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,533 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,377 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,296 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,070 | -100.0% | Q3 2025 | Jan 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 13, 2025 |