iSHARES TRUST - ICLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,666,017 | 60,232 | 0.0% | 0.0% | 1 | -407,320 | -10.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,036,315 | 49,886 | 0.01% | 0.0% | 2 | +2,290,021 | 306.85% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 2,906,061 | 47,746 | 0.1% | 0.0% | 3 | +2,902,200 | 75167.06% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 1,996,459 | 32,801 | 0.0% | 0.0% | 4 | +695,488 | 53.46% | Q4 2025 | Feb 13, 2026 |
| CRITERIA CAIXA, S.A.U. | History | Reduced | 1,491,756 | 24,509 | 8.46% | 3.31% | 5 | -334,138 | -18.3% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,388,877 | 22,819 | 0.0% | 0.0% | 6 | +292,435 | 26.67% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,372,844 | 22,555 | 0.01% | 0.01% | 7 | +323,242 | 30.8% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,298,100 | 21,327 | 0.0% | 0.0% | 8 | +18,943 | 1.48% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 1,167,271 | 19,178 | 0.0% | 0.0% | 9 | -140,035 | -10.71% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | Added to | 953,700 | 15,669 | 0.03% | 0.01% | 10 | +462,465 | 94.14% | Q4 2025 | Mar 12, 2026 |
| Walleye Trading LLC | History | Reduced | 789,311 | 12,968 | 0.02% | 0.02% | 11 | -137,306 | -14.82% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 770,034 | 12,651 | 0.04% | 0.04% | 12 | -202,124 | -20.79% | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | Reduced | 760,656 | 12,497 | 0.16% | 0.26% | 13 | -22,221 | -2.84% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 384,108 | 12,010 | 0.01% | 0.02% | 14 | -2,314,149 | -85.76% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 619,000 | 10,170 | 0.72% | 0.73% | 15 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 618,079 | 10,155 | 0.0% | 0.0% | 16 | +75 | 0.01% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 601,100 | 9,876 | 0.0% | 0.0% | 17 | +285,294 | 90.34% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 518,295 | 8,514 | 0.0% | — | 18 | +518,295 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 505,577 | 8,306 | 0.15% | 0.16% | 19 | -11,069 | -2.14% | Q4 2025 | Jan 07, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 504,936 | 8,296 | 2.68% | 2.56% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 476,076 | 7,821 | 0.0% | 0.0% | 21 | +40,909 | 9.4% | Q4 2025 | Feb 13, 2026 |
| Florin Court Capital LLP | History | Reduced | 467,779 | 7,685 | 10.7% | 13.03% | 22 | -606,100 | -56.44% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 452,119 | 7,428 | 0.01% | 0.01% | 23 | +18,697 | 4.31% | Q4 2025 | Feb 12, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Reduced | 450,000 | 7,393 | 0.81% | 1.24% | 24 | -200,000 | -30.77% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 438,673 | 7,207 | 0.0% | 0.0% | 25 | +191,138 | 77.22% | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | Added to | 409,800 | 6,733 | 0.05% | 0.05% | 26 | +29,800 | 7.84% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 370,856 | 6,093 | 0.06% | — | 27 | +370,856 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 365,000 | 5,996 | 0.0% | 0.0% | 28 | +153,500 | 72.58% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Added to | 335,050 | 5,504 | 0.05% | 0.05% | 29 | +22,800 | 7.3% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 313,203 | 5,145 | 0.12% | 0.06% | 30 | +114,487 | 57.61% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 275,001 | 4,518 | 0.01% | — | 31 | +275,001 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 250,137 | 4,109 | 0.01% | 0.01% | 32 | +3,436 | 1.39% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 245,700 | 4,036 | 0.0% | 0.0% | 33 | +80,900 | 49.09% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 244,405 | 4,012 | 0.0% | 0.0% | 34 | +11,029 | 4.73% | Q4 2025 | Feb 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 239,257 | 3,930 | 0.71% | 0.23% | 35 | +163,343 | 215.17% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 237,192 | 3,897 | 0.18% | 0.11% | 36 | +97,904 | 70.29% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 237,180 | 3,896 | 0.0% | 0.0% | 37 | +14,659 | 6.59% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | New | 228,153 | 3,748 | 0.02% | — | 38 | +228,153 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 213,144 | 3,504 | 0.0% | 0.0% | 39 | -64,030 | -23.1% | Q4 2025 | Mar 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 209,817 | 3,447 | 0.01% | 0.01% | 40 | -15,252 | -6.78% | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 202,895 | 3,333 | 0.07% | 0.08% | 41 | -4,450 | -2.15% | Q4 2025 | Feb 06, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 199,652 | 3,280 | 0.08% | 0.01% | 42 | +170,124 | 576.14% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 193,432 | 3,178 | 0.0% | — | 43 | +193,432 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 183,728 | 3,019 | 0.01% | 0.01% | 44 | -12,711 | -6.47% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 180,223 | 2,961 | 0.0% | 0.0% | 45 | -9,092 | -4.8% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 166,954 | 2,743 | 0.0% | 0.0% | 46 | -8,410 | -4.8% | Q4 2025 | Feb 17, 2026 |
| Corecam Pte. Ltd. | History | New | 158,700 | 2,607 | 1.35% | — | 47 | +158,700 | New | Q4 2025 | Mar 02, 2026 |
| SG Americas Securities, LLC | History | Reduced | 145,827 | 2,396 | 0.0% | 0.02% | 48 | -292,910 | -66.76% | Q4 2025 | Jan 09, 2026 |
| Prime Buchholz LLC | History | Reduced | 144,912 | 2,380 | 1.41% | 1.35% | 49 | -13,632 | -8.6% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 144,272 | 2,370 | 0.33% | 0.33% | 50 | -6 | -0.0% | Q4 2025 | Jan 06, 2026 |
| BANK OF NOVA SCOTIA | History | New | 143,860 | 2,366 | 0.0% | — | 51 | +143,860 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 142,779 | 2,345 | 0.43% | 0.04% | 52 | -26,490 | -15.65% | Q4 2025 | Mar 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 131,810 | 2,165 | 0.0% | 0.0% | 53 | -25,076 | -15.98% | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 131,400 | 2,159 | 0.02% | 0.01% | 54 | +25,997 | 24.66% | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 123,174 | 2,023 | 0.73% | 0.75% | 55 | -2,779 | -2.21% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 121,607 | 1,998 | 0.01% | 0.01% | 56 | -659 | -0.54% | Q4 2025 | Jan 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 118,648 | 1,949 | 0.03% | 0.03% | 57 | -14,696 | -11.02% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 118,468 | 1,946 | 0.0% | 0.0% | 58 | -29,085 | -19.71% | Q4 2025 | Feb 17, 2026 |
| Claret Asset Management Corp | History | No change | 115,800 | 1,903 | 0.22% | 0.21% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 111,789 | 1,836 | 0.01% | 0.02% | 60 | -3,278 | -2.85% | Q4 2025 | Feb 18, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 106,700 | 1,750 | 0.05% | 0.05% | 61 | -3,100 | -2.82% | Q4 2025 | Feb 18, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 104,914 | 1,723 | 0.53% | 0.55% | 62 | -5,022 | -4.57% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 102,716 | 1,687 | 0.0% | 0.0% | 63 | -5,708 | -5.26% | Q4 2025 | Feb 06, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 102,000 | 1,677 | 0.04% | 0.26% | 64 | -398,000 | -79.6% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 100,132 | 1,645 | 0.0% | 0.0% | 65 | +3,373 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 97,532 | 1,602 | 0.01% | 0.01% | 66 | -9,427 | -8.81% | Q4 2025 | Feb 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 96,053 | 1,578 | 0.08% | 0.08% | 67 | -1,126 | -1.16% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 87,486 | 1,504 | 0.0% | 0.0% | 68 | +28,434 | 48.15% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Added to | 88,623 | 1,456 | 0.0% | 0.0% | 69 | +7,829 | 9.69% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 85,692 | 1,407 | 0.0% | — | 70 | +85,692 | New | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 76,727 | 1,261 | 0.04% | — | 71 | +76,727 | New | Q4 2025 | Feb 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 76,035 | 1,249 | 0.26% | 0.27% | 72 | -6,118 | -7.45% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 74,453 | 1,223 | 0.0% | 0.0% | 73 | -7,607 | -9.27% | Q4 2025 | Feb 10, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 73,648 | 1,210 | 0.78% | 0.41% | 74 | +36,177 | 96.55% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Added to | 72,783 | 1,190 | 0.0% | 0.0% | 75 | +3,201 | 4.6% | Q4 2025 | Feb 10, 2026 |
| Corecam AG | History | New | 72,400 | 1,189 | 1.16% | — | 76 | +72,400 | New | Q4 2025 | Feb 18, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 71,612 | 1,176 | 0.22% | 0.23% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 62,062 | 1,019 | 0.22% | 0.23% | 78 | +2,944 | 4.98% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 60,276 | 990 | 0.0% | 0.0% | 79 | -8,357 | -12.18% | Q4 2025 | Feb 17, 2026 |
| M & L Capital Management Ltd | History | New | 58,500 | 961 | 0.2% | — | 80 | +58,500 | New | Q4 2025 | Jan 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 58,100 | 954 | 0.0% | 0.0% | 81 | -10,900 | -15.8% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | New | 57,547 | 945 | 0.04% | — | 82 | +57,547 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 57,245 | 940 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 48,472 | 904 | 0.54% | 0.48% | 84 | +8,525 | 21.34% | Q4 2025 | Feb 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,589 | 896 | 0.0% | 0.0% | 85 | +1,403 | 2.64% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,920 | 885 | 0.0% | 0.0% | 86 | +27,134 | 101.3% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 52,038 | 854 | 0.0% | 0.0% | 87 | -3,403 | -6.14% | Q4 2025 | Mar 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 51,103 | 839 | 0.01% | 0.01% | 88 | +397 | 0.78% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 50,801 | 834 | 0.0% | — | 90 | +50,801 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,820 | 834 | 0.01% | 0.01% | 89 | +18,811 | 58.77% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,240 | 825 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 50,061 | 822 | 0.05% | 0.06% | 92 | +696 | 1.41% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 49,534 | 813 | 0.56% | 0.54% | 94 | -185 | -0.37% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 49,522 | 813 | 0.01% | 0.01% | 93 | -68 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 47,842 | 786 | 0.3% | 0.18% | 95 | +15,787 | 49.25% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 47,120 | 774 | 0.03% | 0.0% | 96 | +45,062 | 2189.6% | Q4 2025 | Feb 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 46,975 | 771 | 0.11% | 0.1% | 97 | +4,185 | 9.78% | Q4 2025 | Jan 21, 2026 |
| Balefire, LLC | History | New | 46,805 | 769 | 0.15% | — | 98 | +46,805 | New | Q4 2025 | Jan 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 46,589 | 765 | 0.54% | 0.55% | 99 | -2,121 | -4.35% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 46,450 | 763 | 0.0% | 0.0% | 100 | +983 | 2.16% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 44,810 | 736 | 0.0% | — | 101 | +44,810 | New | Q4 2025 | Jan 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 44,400 | 729 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 43,161 | 709 | 0.01% | 0.0% | 104 | +28,264 | 189.73% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 43,267 | 709 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,136 | 708 | 0.0% | 0.0% | 105 | +6,915 | 19.09% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 42,463 | 697 | 0.03% | 0.03% | 106 | -2,023 | -4.55% | Q4 2025 | Jan 16, 2026 |
| Rathbones Group PLC | History | Reduced | 41,726 | 685 | 0.0% | 0.0% | 107 | -19,482 | -31.83% | Q4 2025 | Feb 06, 2026 |
| Cordoba Advisory Partners LLC | History | New | 41,074 | 674 | 0.17% | — | 108 | +41,074 | New | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 40,754 | 669 | 0.01% | — | 109 | +40,754 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 40,435 | 664 | 0.0% | 0.0% | 110 | -3,081 | -7.08% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,001 | 657 | 0.0% | 0.0% | 111 | -156 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 39,205 | 644 | 0.58% | 0.54% | 112 | +604 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | New | 39,096 | 642 | 0.01% | — | 113 | +39,096 | New | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 38,960 | 640 | 0.0% | 0.0% | 114 | +3,838 | 10.93% | Q4 2025 | Jan 29, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 38,184 | 627 | 0.16% | — | 116 | +38,184 | New | Q4 2025 | Jan 23, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 38,200 | 627 | 0.0% | 0.0% | 115 | -3,386 | -8.14% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 37,315 | 613 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quantitative Investment Management, LLC | History | New | 37,243 | 611 | 0.06% | — | 118 | +37,243 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 37,011 | 608 | 0.04% | 0.03% | 119 | +4,391 | 13.46% | Q4 2025 | Feb 03, 2026 |
| Algorithmic Investment Models, LLC | History | New | 34,739 | 570 | 0.7% | — | 120 | +34,739 | New | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 34,651 | 569 | 0.01% | 0.02% | 121 | -56,188 | -61.85% | Q4 2025 | Feb 09, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 34,105 | 560 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Napier Financial, LLC | History | New | 33,498 | 550 | 0.14% | — | 123 | +33,498 | New | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 33,398 | 548 | 0.01% | 0.02% | 124 | -8,345 | -19.99% | Q4 2025 | Feb 17, 2026 |
| Mandatum Life Insurance Co Ltd | History | Reduced | 33,227 | 545 | 0.12% | 0.12% | 125 | -555 | -1.64% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 32,455 | 533 | 0.0% | 0.0% | 126 | -147 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 31,968 | 525 | 0.1% | 0.1% | 127 | -2,418 | -7.03% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Reduced | 31,044 | 510 | 0.0% | 0.0% | 128 | -1,676 | -5.12% | Q4 2025 | Feb 11, 2026 |
| Beech Hill Advisors, Inc. | History | Reduced | 30,279 | 497 | 0.24% | 0.23% | 129 | -1,434 | -4.52% | Q4 2025 | Jan 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 29,382 | 482 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Reduced | 29,322 | 481 | 0.26% | 0.36% | 131 | -8,772 | -23.03% | Q4 2025 | Jan 12, 2026 |
| Biltmore Family Office, LLC | History | Added to | 29,177 | 479 | 0.07% | 0.05% | 133 | +6,177 | 26.86% | Q4 2025 | Feb 04, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 29,209 | 479 | 0.01% | 0.01% | 132 | -431 | -1.45% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 29,101 | 478 | 0.0% | 0.0% | 134 | -8,451 | -22.5% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 27,650 | 454 | 0.0% | 0.0% | 135 | -8,171 | -22.81% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,624 | 453 | 0.01% | 0.02% | 136 | -20,882 | -43.05% | Q4 2025 | Feb 09, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 24,984 | 452 | 0.11% | — | 137 | +24,984 | New | Q4 2025 | Jan 23, 2026 |
| Opes Wealth Management LLC | History | No change | 26,592 | 436 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 26,151 | 429 | 0.06% | 0.04% | 139 | +6,475 | 32.91% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 25,839 | 424 | 0.03% | 0.03% | 140 | -1,785 | -6.46% | Q4 2025 | Feb 18, 2026 |
| Advocate Investing Services LLC | History | New | 25,700 | 422 | 0.38% | — | 141 | +25,700 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,463 | 418 | 0.0% | 0.0% | 142 | +1,690 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 24,477 | 402 | 0.02% | 0.02% | 143 | -700 | -2.78% | Q4 2025 | Jan 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 23,830 | 391 | 0.03% | — | 144 | +23,830 | New | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Added to | 23,674 | 388 | 0.16% | 0.16% | 145 | +480 | 2.07% | Q4 2025 | Jan 14, 2026 |
| SteelPeak Wealth, LLC | History | New | 23,475 | 385 | 0.01% | — | 146 | +23,475 | New | Q4 2025 | Jan 20, 2026 |
| Ascent Group, LLC | History | New | 23,157 | 380 | 0.01% | — | 147 | +23,157 | New | Q4 2025 | Jan 20, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 22,797 | 374 | 0.0% | 0.0% | 148 | +5,578 | 32.39% | Q4 2025 | Feb 17, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 22,732 | 373 | 0.05% | 0.05% | 149 | +2,254 | 11.01% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,503 | 369 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 21,651 | 355 | 0.3% | — | 153 | +21,651 | New | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,608 | 355 | 0.01% | 0.0% | 151 | +16,935 | 362.4% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 21,649 | 355 | 0.0% | 0.0% | 152 | +2,936 | 15.69% | Q4 2025 | Jan 27, 2026 |
| WBH ADVISORY INC | History | Added to | 21,014 | 345 | 0.03% | 0.02% | 154 | +412 | 2.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Edge Advisors, LLC | History | New | 20,608 | 338 | 0.04% | — | 155 | +20,608 | New | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 20,480 | 336 | 0.0% | — | 156 | +20,480 | New | Q4 2025 | Jan 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 20,500 | 336 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 20,362 | 334 | 0.12% | — | 158 | +20,362 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 20,357 | 334 | 0.05% | 0.04% | 159 | +2,450 | 13.68% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,169 | 331 | 0.0% | 0.0% | 160 | -879 | -4.18% | Q4 2025 | Feb 12, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 20,159 | 331 | 0.29% | 0.27% | 162 | -70 | -0.35% | Q4 2025 | Jan 27, 2026 |
| Obermeyer Wealth Partners | History | No change | 20,198 | 331 | 0.02% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 19,930 | 327 | 0.24% | 0.25% | 164 | -834 | -4.02% | Q4 2025 | Feb 05, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 19,925 | 327 | 0.14% | 0.13% | 163 | +51 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management Ltd | History | Added to | 19,807 | 325 | 0.06% | 0.05% | 167 | +2,153 | 12.2% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 19,786 | 325 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 19,773 | 325 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 19,505 | 320 | 0.28% | — | 168 | +19,505 | New | Q4 2025 | Feb 10, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 19,000 | 312 | 0.12% | 0.12% | 169 | -1,500 | -7.32% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 18,732 | 307 | 0.02% | 0.01% | 171 | +6,635 | 54.85% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,721 | 307 | 0.0% | 0.0% | 170 | -1,635 | -8.03% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 18,710 | 307 | 0.01% | 0.01% | 172 | -1,531 | -7.56% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 18,149 | 298 | 0.01% | — | 173 | +18,149 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,157 | 298 | 0.01% | 0.01% | 174 | +2,190 | 13.72% | Q4 2025 | Jan 21, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 17,913 | 294 | 0.01% | 0.01% | 175 | -900 | -4.78% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 17,387 | 285 | 0.0% | 0.0% | 176 | +200 | 1.16% | Q4 2025 | Feb 17, 2026 |
| Nelson Capital Management, LLC | History | Added to | 17,075 | 280 | 0.03% | 0.03% | 177 | +585 | 3.55% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 17,079 | 280 | 0.0% | 0.01% | 178 | -75 | -0.44% | Q4 2025 | Feb 09, 2026 |
| West Tower Group, LLC | History | New | 17,000 | 279 | 0.63% | — | 179 | +17,000 | New | Q4 2025 | Feb 04, 2026 |
| Nvest Financial, LLC | History | Added to | 16,576 | 272 | 0.11% | 0.1% | 181 | +4,979 | 42.93% | Q4 2025 | Feb 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 16,601 | 272 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,438 | 270 | 0.0% | 0.0% | 182 | -7,190 | -30.43% | Q4 2025 | Feb 18, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 16,385 | 269 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | New | 15,733 | 258 | 0.0% | — | 184 | +15,733 | New | Q4 2025 | Feb 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 15,619 | 256 | 0.13% | — | 186 | +15,619 | New | Q4 2025 | Jan 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 15,583 | 256 | 0.13% | 0.11% | 185 | +849 | 5.76% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,420 | 253 | 0.0% | 0.0% | 187 | -1,747 | -10.18% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,452 | 253 | 0.0% | 0.0% | 188 | +226 | 1.48% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 15,043 | 247 | 0.02% | 0.02% | 189 | +10 | 0.07% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 14,994 | 246 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 14,842 | 243 | 0.02% | 0.07% | 191 | -4,796 | -24.42% | Q4 2025 | Feb 17, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 14,776 | 242 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | No change | 14,727 | 241 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,392 | 236 | 0.0% | 0.0% | 194 | +3,783 | 35.66% | Q4 2025 | Feb 11, 2026 |
| APS Management Group, Inc. | History | Reduced | 14,318 | 235 | 0.2% | 0.21% | 195 | -1,022 | -6.66% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,296 | 234 | 0.0% | — | 196 | +14,296 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 14,132 | 232 | 0.0% | 0.0% | 197 | -1,839 | -11.51% | Q4 2025 | Feb 13, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 14,099 | 231 | 0.2% | — | 199 | +14,099 | New | Q4 2025 | Feb 18, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 14,075 | 231 | 0.01% | 0.01% | 198 | +203 | 1.46% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,961 | 229 | 0.0% | 0.0% | 200 | +8,891 | 175.36% | Q4 2025 | Feb 18, 2026 |
| Virtu Financial LLC | History | Reduced | 13,854 | 228 | 0.01% | 0.04% | 202 | -28,044 | -66.93% | Q4 2025 | Feb 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,903 | 228 | 0.0% | 0.0% | 201 | +808 | 6.17% | Q4 2025 | Feb 11, 2026 |
| VERITY Wealth Advisors | History | No change | 13,637 | 224 | 0.14% | 0.13% | 203 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LPWM LLC | History | Reduced | 13,468 | 221 | 0.06% | 0.07% | 204 | -3,335 | -19.85% | Q4 2025 | Jan 06, 2026 |
| Avantax Planning Partners, Inc. | History | New | 13,091 | 215 | 0.01% | — | 205 | +13,091 | New | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,090 | 215 | 0.0% | 0.0% | 206 | +6 | 0.05% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 13,038 | 214 | 0.0% | 0.0% | 207 | +3,524 | 37.04% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | New | 11,721 | 212 | 0.03% | — | 208 | +11,721 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,827 | 210 | 0.0% | 0.0% | 211 | +10,518 | 455.52% | Q4 2025 | Feb 06, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 12,824 | 210 | 0.02% | 0.02% | 210 | -521 | -3.9% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 12,838 | 210 | 0.01% | 0.01% | 209 | +8 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Vivaldi Capital Management LP | History | No change | 12,636 | 207 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 11,951 | 196 | 0.0% | 0.0% | 213 | -10,201 | -46.05% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,925 | 195 | 0.01% | — | 215 | +11,925 | New | Q4 2025 | Feb 04, 2026 |
| Point72 Asset Management, L.P. | History | New | 11,879 | 195 | 0.0% | — | 216 | +11,879 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,871 | 195 | 0.0% | 0.0% | 214 | -848 | -6.67% | Q4 2025 | Jan 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 11,860 | 194 | 0.01% | 0.03% | 217 | -20,592 | -63.45% | Q4 2025 | Feb 09, 2026 |
| Westmount Partners, LLC | History | New | 11,827 | 194 | 0.05% | — | 220 | +11,827 | New | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,808 | 194 | 0.0% | 0.01% | 219 | -6,672 | -36.1% | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 11,856 | 194 | 0.0% | 0.0% | 218 | -2,504 | -17.44% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | New | 11,710 | 192 | 0.01% | — | 221 | +11,710 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,519 | 189 | 0.0% | 0.0% | 222 | +1,312 | 12.85% | Q4 2025 | Feb 03, 2026 |
| Investmark Advisory Group LLC | History | Added to | 11,524 | 189 | 0.08% | 0.08% | 223 | +50 | 0.44% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | New | 11,407 | 187 | 0.0% | — | 224 | +11,407 | New | Q4 2025 | Jan 23, 2026 |
| Navalign, LLC | History | Added to | 11,385 | 187 | 0.05% | 0.05% | 225 | +122 | 1.08% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,381 | 186 | 0.0% | — | 227 | +11,381 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,363 | 186 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 11,147 | 183 | 0.0% | — | 228 | +11,147 | New | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,149 | 183 | 0.03% | 0.03% | 229 | -2,000 | -15.21% | Q4 2025 | Jan 09, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 11,195 | 183 | 0.07% | 0.07% | 230 | -241 | -2.11% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Reduced | 10,953 | 179 | 0.0% | 0.0% | 231 | -1,654 | -13.12% | Q4 2025 | Jan 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | Reduced | 10,685 | 175 | 0.12% | 0.13% | 232 | -1,000 | -8.56% | Q4 2025 | Jan 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 10,643 | 174 | 0.04% | 0.02% | 233 | +5,900 | 124.39% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | No change | 10,596 | 174 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baron Financial Group, LLC | History | New | 10,530 | 173 | 0.09% | — | 235 | +10,530 | New | Q4 2025 | Jan 09, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 10,503 | 172 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,249 | 168 | 0.0% | — | 239 | +10,249 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,252 | 168 | 0.0% | 0.0% | 241 | +8,083 | 372.66% | Q4 2025 | Jan 23, 2026 |
| HEADINVEST, LLC | History | No change | 10,232 | 168 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,286 | 168 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aufman Associates Inc | History | No change | 10,269 | 168 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | New | 10,218 | 167 | 0.01% | — | 243 | +10,218 | New | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 10,215 | 167 | 0.0% | — | 242 | +10,215 | New | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 10,174 | 167 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | No change | 10,036 | 164 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 10,022 | 164 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Howard Capital Management Group, LLC | History | No change | 10,000 | 164 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lewis Asset Management, LLC | History | No change | 10,000 | 164 | 0.07% | 0.06% | 248 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Colony Family Offices, LLC | History | No change | 9,347 | 153 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Friedenthal Financial | History | New | 9,134 | 150 | 0.08% | — | 251 | +9,134 | New | Q4 2025 | Jan 27, 2026 |
| Cheviot Value Management, LLC | History | Added to | 7,920 | 150 | 0.01% | 0.01% | 250 | +32 | 0.41% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 8,891 | 146 | 0.0% | 0.0% | 252 | +275 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Gould Capital, LLC | History | Added to | 8,830 | 145 | 0.09% | 0.08% | 253 | +500 | 6.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,161 | 134 | 0.0% | 0.0% | 254 | +1,670 | 25.73% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 8,031 | 131 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 7,960 | 130 | 0.02% | — | 256 | +7,960 | New | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,768 | 127 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 7,500 | 123 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ExodusPoint Capital Management, LP | History | New | 7,353 | 120 | 0.0% | — | 259 | +7,353 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,287 | 119 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CDKV HOLDINGS LLC | History | New | 7,012 | 115 | 0.1% | — | 262 | +7,012 | New | Q4 2025 | Feb 17, 2026 |
| WORMSER FRERES GESTION | History | No change | 7,000 | 115 | 0.07% | 0.06% | 261 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,885 | 113 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIRST HORIZON CORP | History | No change | 6,094 | 100 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,000 | 98 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,000 | 98 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,650 | 92 | 0.0% | — | 267 | +5,650 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 5,495 | 90 | 0.0% | 0.0% | 268 | -317 | -5.45% | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | Added to | 5,340 | 87 | 0.01% | 0.01% | 269 | +95 | 1.81% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,907 | 80 | 0.02% | 0.02% | 270 | +31 | 0.64% | Q4 2025 | Jan 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,745 | 77 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 4,132 | 67 | 0.0% | — | 272 | +4,132 | New | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | Added to | 3,823 | 62 | 0.01% | 0.01% | 273 | +764 | 24.98% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,619 | 59 | 0.0% | 0.0% | 274 | -50 | -1.36% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 3,500 | 57 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Added to | 3,445 | 56 | 0.0% | 0.0% | 276 | +3 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,414 | 56 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 3,295 | 54 | 0.0% | — | 278 | +3,295 | New | Q4 2025 | Mar 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3,310 | 54 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 3,034 | 50 | 0.0% | 0.0% | 280 | -2,881 | -48.71% | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | Added to | 3,057 | 50 | 0.02% | 0.02% | 281 | +55 | 1.83% | Q4 2025 | Feb 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 2,960 | 48 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,843 | 46 | 0.02% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,778 | 45 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,645 | 43 | 0.0% | 0.0% | 285 | +404 | 18.03% | Q4 2025 | Jan 26, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 2,600 | 42 | 0.01% | — | 286 | +2,600 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,469 | 40 | 0.0% | 0.0% | 287 | +100 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | New | 2,412 | 39 | 0.02% | — | 289 | +2,412 | New | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,415 | 39 | 0.0% | 0.0% | 288 | -67 | -2.7% | Q4 2025 | Jan 26, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 2,374 | 39 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,328 | 38 | 0.01% | 0.02% | 291 | -2,775 | -54.38% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | Added to | 2,261 | 37 | 0.0% | 0.0% | 292 | +8 | 0.36% | Q4 2025 | Jan 26, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 35 | 0.03% | 0.03% | 294 | -2,135 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Family Manage LLC | History | No change | 2,131 | 35 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,072 | 34 | 0.0% | 0.0% | 295 | +445 | 27.35% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | Added to | 2,041 | 33 | 0.02% | 0.0% | 298 | +1,725 | 545.89% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,019 | 33 | 0.0% | 0.0% | 296 | +497 | 32.65% | Q4 2025 | Jan 13, 2026 |
| Horizons Wealth Management | History | No change | 2,045 | 33 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Manchester Capital Management LLC | History | New | 2,000 | 32 | 0.0% | — | 299 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| Community Bank, N.A. | History | Reduced | 2,000 | 32 | 0.0% | 0.0% | 302 | -600 | -23.08% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,962 | 32 | 0.0% | 0.0% | 301 | -252 | -11.38% | Q4 2025 | Feb 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,000 | 32 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,923 | 31 | 0.0% | 0.0% | 304 | +2 | 0.1% | Q4 2025 | Feb 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,925 | 31 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacifica Partners Inc. | History | No change | 1,800 | 30 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Pacific Center for Financial Services | History | No change | 1,931 | 29 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 1,756 | 28 | 0.01% | — | 307 | +1,756 | New | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1,710 | 28 | 0.0% | — | 308 | +1,710 | New | Q4 2025 | Jan 22, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,761 | 28 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 1,605 | 26 | 0.01% | 0.01% | 310 | +12 | 0.75% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,537 | 25 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,500 | 24 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Main Management LLC | History | Added to | 1,415 | 23 | 0.0% | 0.0% | 313 | +75 | 5.6% | Q4 2025 | Feb 10, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 1,409 | 23 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,304 | 21 | 0.02% | — | 315 | +1,304 | New | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,276 | 20 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,201 | 19 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEBSTER BANK, N. A. | History | New | 1,068 | 17 | 0.0% | — | 318 | +1,068 | New | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | New | 1,060 | 17 | 0.0% | — | 319 | +1,060 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,028 | 16 | 0.0% | — | 320 | +1,028 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Added to | 986 | 16 | 0.01% | 0.01% | 321 | +1 | 0.1% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 914 | 15 | 0.0% | 0.0% | 323 | +3 | 0.33% | Q4 2025 | Jan 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 965 | 15 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kentucky Trust Co | History | No change | 930 | 15 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clean Yield Group | History | Added to | 900 | 14 | 0.0% | 0.0% | 327 | +817 | 984.34% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | No change | 897 | 14 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | No change | 885 | 14 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westfuller Advisors, LLC | History | Added to | 797 | 13 | 0.01% | 0.01% | 328 | +6 | 0.76% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 750 | 12 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 746 | 12 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 739 | 12 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | No change | 766 | 12 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Reduced | 676 | 11 | 0.0% | 0.0% | 337 | -57,804 | -98.84% | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | New | 700 | 11 | 0.0% | — | 335 | +700 | New | Q4 2025 | Jan 21, 2026 |
| Peterson Wealth Services | History | Reduced | 728 | 11 | 0.0% | 0.0% | 336 | -97 | -11.76% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 672 | 11 | 0.0% | 0.0% | 333 | -80 | -10.64% | Q4 2025 | Feb 06, 2026 |
| EPG Wealth Management LLC | History | No change | 698 | 11 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | Added to | 610 | 10 | 0.0% | — | 339 | +550 | 916.67% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 625 | 10 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Independence Bank of Kentucky | History | Reduced | 600 | 9 | 0.0% | 0.0% | 341 | -200 | -25.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 579 | 9 | 0.0% | 0.0% | 342 | +4 | 0.7% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 550 | 9 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 550 | 9 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Osbon Capital Management LLC | History | New | 496 | 8 | 0.01% | — | 346 | +496 | New | Q4 2025 | Mar 16, 2026 |
| United Financial Planning Group LLC | History | Added to | 513 | 8 | 0.0% | 0.0% | 347 | +4 | 0.79% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 530 | 8 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | No change | 526 | 8 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| eCIO, Inc. | History | New | 436 | 7 | 0.0% | — | 352 | +436 | New | Q4 2025 | Jan 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 429 | 7 | 0.0% | 0.0% | 349 | +59 | 15.95% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 468 | 7 | 0.0% | 0.0% | 348 | +3 | 0.65% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 437 | 7 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kennebec Savings Bank | History | No change | 428 | 7 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 336 | 6 | 0.0% | 0.01% | 356 | -2,519 | -88.23% | Q4 2025 | Jan 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 400 | 6 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 377 | 6 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | New | 350 | 5 | 0.0% | — | 361 | +350 | New | Q4 2025 | Jan 20, 2026 |
| Tradewinds Capital Management, LLC | History | New | 312 | 5 | 0.0% | — | 360 | +312 | New | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 328 | 5 | 0.0% | 0.0% | 359 | +3 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | Added to | 307 | 5 | 0.0% | 0.0% | 363 | +3 | 0.99% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 330 | 5 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 313 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 250 | 4 | 0.0% | — | 366 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 282 | 4 | 0.0% | 0.0% | 367 | +3 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 286 | 4 | 0.0% | 0.0% | 368 | +1 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 264 | 4 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BESSEMER GROUP INC | History | New | 200 | 3 | 0.0% | — | 369 | +200 | New | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 200 | 3 | 0.0% | — | 373 | +200 | New | Q4 2025 | Feb 10, 2026 |
| Byrne Asset Management LLC | History | Added to | 205 | 3 | 0.0% | 0.0% | 372 | +5 | 2.5% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO | History | No change | 193 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 190 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 182 | 2 | 0.0% | — | 380 | +182 | New | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 176 | 2 | 0.0% | — | 383 | +176 | New | Q4 2025 | Feb 17, 2026 |
| Cresta Advisors, Ltd. | History | New | 132 | 2 | 0.0% | — | 379 | +132 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | New | 129 | 2 | 0.0% | — | 378 | +129 | New | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 123 | 2 | 0.0% | — | 382 | +123 | New | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 122 | 2 | 0.0% | 0.0% | 381 | +1 | 0.83% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 160 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 169 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 150 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 180 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 39 | 1 | 0.0% | 0.0% | 385 | -307 | -88.73% | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | New | 112 | 1 | 0.0% | — | 386 | +112 | New | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | No change | 100 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stephens Consulting, LLC | History | No change | 63 | 1 | 0.0% | — | 388 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 103 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -328,731 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 22.04% | — | -306,734 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -200,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -129,762 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arizona PSPRS Trust | History | Closed out | 0 | 0 | — | 0.07% | — | -123,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -112,169 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.01% | — | -60,686 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -44,635 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,919 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,221 | -100.0% | Q3 2025 | Oct 14, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Peoples Bank/KS | History | Closed out | 0 | 0 | — | 0.18% | — | -12,000 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Joel Adams & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,958 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,533 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Axos Invest Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -11,286 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,276 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,099 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,001 | -100.0% | Q3 2025 | Oct 30, 2025 |
| New England Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,582 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ally Invest Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,183 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,928 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,765 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,482 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,080 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -749 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kilter Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -255 | -99.61% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cape Investment Advisory, Inc. | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Acumen Wealth Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Your Advocates Ltd., LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Balentine LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Centerpoint Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Viewpoint Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| New Republic Capital, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CGC Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |