iSHARES TRUST - IDU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | 916,734 | 99,337 | 0.01% | 0.01% | 1 | -73,204 | -7.39% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 728,611 | 78,952 | 0.04% | 0.0% | 2 | +725,611 | 24187.03% | Q4 2025 | Mar 20, 2026 |
| MORGAN STANLEY | History | Reduced | 657,781 | 71,277 | 0.0% | 0.0% | 3 | -37,939 | -5.45% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Reduced | 608,539 | 65,941 | 1.73% | 1.87% | 4 | -2,174 | -0.36% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 454,813 | 49,283 | 0.73% | 0.77% | 5 | -3,868 | -0.84% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 411,813 | 44,624 | 0.01% | 0.01% | 6 | +50,692 | 14.04% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 404,651 | 43,848 | 0.24% | 0.24% | 7 | +23,361 | 6.13% | Q4 2025 | Feb 12, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 366,993 | 39,767 | 4.08% | 4.03% | 8 | +29,151 | 8.63% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 235,177 | 25,483 | 0.0% | 0.0% | 9 | +6,397 | 2.8% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 223,040 | 24,168 | 0.01% | 0.01% | 10 | +9,632 | 4.51% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 178,696 | 19,364 | 0.0% | — | 11 | +178,696 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 177,430 | 19,226 | 0.08% | 0.08% | 12 | +18,954 | 11.96% | Q4 2025 | Feb 17, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 161,938 | 17,547 | 1.2% | 9.18% | 13 | -69,795 | -30.12% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 127,535 | 13,819 | 0.0% | 0.0% | 14 | +110,043 | 629.1% | Q4 2025 | Mar 25, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 122,102 | 13,230 | 5.04% | 4.97% | 15 | +627 | 0.52% | Q4 2025 | Feb 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 110,594 | 11,984 | 2.17% | 2.29% | 16 | +4,559 | 4.3% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 110,305 | 11,952 | 0.74% | 0.78% | 17 | -404 | -0.36% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,500 | 11,540 | 0.0% | 0.0% | 18 | +6,170 | 6.15% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 96,566 | 10,463 | 0.01% | 0.02% | 19 | -22,167 | -18.67% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 95,929 | 10,394 | 0.06% | 0.07% | 20 | -19 | -0.02% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 91,451 | 9,918 | 0.01% | 0.01% | 21 | +357 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 90,167 | 9,770 | 0.03% | 0.03% | 22 | +4,364 | 5.09% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,985 | 9,523 | 0.0% | 0.0% | 23 | +18,701 | 26.99% | Q4 2025 | Feb 17, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 82,098 | 8,896 | 4.2% | 4.17% | 24 | +5,515 | 7.2% | Q4 2025 | Feb 06, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 70,374 | 7,625 | 4.3% | 4.53% | 25 | +573 | 0.82% | Q4 2025 | Jan 30, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 69,680 | 7,550 | 3.43% | 3.68% | 26 | +721 | 1.05% | Q4 2025 | Jan 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 67,862 | 7,353 | 0.01% | 0.01% | 27 | -1,551 | -2.23% | Q4 2025 | Feb 02, 2026 |
| Summit Financial Consulting LLC | History | Added to | 65,479 | 7,095 | 5.15% | 5.23% | 28 | +6,446 | 10.92% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,583 | 6,673 | 0.01% | 0.01% | 29 | -549 | -0.88% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,200 | 5,439 | 0.0% | — | 30 | +50,200 | New | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 48,212 | 5,259 | 0.16% | — | 31 | +48,212 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 48,074 | 5,209 | 0.0% | 0.0% | 32 | -888 | -1.81% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,913 | 5,191 | 0.01% | 0.01% | 33 | +1,185 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 47,658 | 5,164 | 0.04% | 0.03% | 34 | +8,806 | 22.67% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 46,377 | 5,025 | 0.24% | 0.25% | 35 | -165 | -0.35% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,028 | 4,987 | 0.0% | 0.0% | 36 | +27,121 | 143.44% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,568 | 4,721 | 0.0% | 0.0% | 37 | +860 | 2.01% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 40,820 | 4,423 | 0.02% | 0.02% | 38 | +8,105 | 24.77% | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | New | 39,553 | 4,285 | 0.41% | — | 39 | +39,553 | New | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 39,220 | 4,249 | 0.0% | — | 40 | +39,220 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 37,262 | 4,037 | 0.07% | 0.12% | 41 | -25,844 | -40.95% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 35,317 | 3,826 | 0.0% | 0.0% | 42 | +12,460 | 54.51% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 31,598 | 3,423 | 0.12% | 0.2% | 43 | -18,343 | -36.73% | Q4 2025 | Jan 13, 2026 |
| CROBAN | History | Added to | 31,295 | 3,391 | 1.63% | 2.27% | 44 | +536 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 28,852 | 3,126 | 1.02% | 0.56% | 45 | +14,145 | 96.18% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 28,655 | 3,041 | 0.07% | 0.06% | 46 | +1,079 | 3.91% | Q4 2025 | Feb 11, 2026 |
| CPR Investments Inc. | History | Reduced | 27,539 | 2,984 | 2.0% | 2.12% | 47 | -192 | -0.69% | Q4 2025 | Jan 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 25,244 | 2,735 | 0.45% | 0.49% | 48 | -498 | -1.93% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,681 | 2,674 | 0.0% | 0.0% | 49 | -2,290 | -8.49% | Q4 2025 | Feb 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 24,666 | 2,672 | 1.18% | 0.82% | 50 | +5,946 | 31.76% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,363 | 2,531 | 0.03% | 0.03% | 51 | +550 | 2.41% | Q4 2025 | Feb 05, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 23,319 | 2,526 | 0.46% | 0.5% | 52 | -2,496 | -9.67% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,681 | 2,458 | 0.08% | — | 53 | +22,681 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 22,067 | 2,391 | 0.01% | 0.01% | 54 | -21 | -0.1% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 21,562 | 2,336 | 0.02% | — | 55 | +21,562 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 80,935 | 2,301 | 0.0% | 0.0% | 56 | +78,875 | 3828.88% | Q4 2025 | Mar 09, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 20,764 | 2,250 | 0.41% | 0.41% | 57 | -424 | -2.0% | Q4 2025 | Jan 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 19,323 | 2,093 | 0.56% | 0.61% | 58 | -125 | -0.64% | Q4 2025 | Jan 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,154 | 2,075 | 0.0% | 0.0% | 59 | +2,760 | 16.84% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,438 | 1,997 | 0.0% | 0.0% | 60 | +1,503 | 8.88% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,118 | 1,963 | 0.01% | 0.01% | 61 | +9,137 | 101.74% | Q4 2025 | Jan 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 18,039 | 1,954 | 0.02% | 0.02% | 62 | -175 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 17,800 | 1,928 | 0.02% | 0.02% | 63 | -1,390 | -7.24% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 17,611 | 1,908 | 0.0% | 0.0% | 64 | +309 | 1.79% | Q4 2025 | Feb 11, 2026 |
| First Citizens Financial Corp | History | Reduced | 16,826 | 1,823 | 0.9% | 0.98% | 65 | -1,072 | -5.99% | Q4 2025 | Jan 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,012 | 1,743 | 0.0% | 0.0% | 66 | +2,660 | 19.92% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,030 | 1,737 | 0.0% | 0.0% | 67 | -147 | -0.91% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,435 | 1,672 | 0.01% | 0.01% | 68 | -539 | -3.37% | Q4 2025 | Jan 29, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 14,909 | 1,632 | 0.48% | 0.54% | 69 | -108 | -0.72% | Q4 2025 | Jan 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,013 | 1,626 | 0.03% | 0.03% | 70 | +1,350 | 9.88% | Q4 2025 | Feb 09, 2026 |
| Essex LLC | History | Reduced | 13,896 | 1,505 | 0.27% | 0.28% | 71 | -175 | -1.24% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,713 | 1,485 | 0.04% | 0.04% | 72 | -519 | -3.65% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | New | 13,535 | 1,466 | 0.09% | — | 73 | +13,535 | New | Q4 2025 | Feb 03, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,960 | 1,413 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 12,983 | 1,406 | 0.29% | 0.31% | 75 | -647 | -4.75% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,553 | 1,360 | 0.0% | 0.0% | 76 | +9,555 | 318.71% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Added to | 11,929 | 1,292 | 0.31% | 0.32% | 77 | +566 | 4.98% | Q4 2025 | Jan 15, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 11,586 | 1,255 | 0.37% | — | 78 | +11,586 | New | Q4 2025 | Jan 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 10,860 | 1,176 | 0.07% | 0.07% | 79 | +45 | 0.42% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,373 | 1,124 | 0.01% | 0.02% | 80 | -2,207 | -17.54% | Q4 2025 | Jan 20, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 10,000 | 1,084 | 0.01% | — | 81 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| MLP3, LLC | History | New | 9,770 | 1,058 | 1.16% | — | 82 | +9,770 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 9,432 | 1,022 | 0.0% | 0.0% | 83 | +390 | 4.31% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 9,374 | 1,015 | 0.01% | 0.01% | 84 | +752 | 8.72% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 8,422 | 932 | 0.08% | 0.08% | 85 | +253 | 3.1% | Q4 2025 | Jan 20, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 8,473 | 918 | 0.16% | — | 86 | +8,473 | New | Q4 2025 | Feb 10, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 8,330 | 902 | 0.11% | 0.17% | 87 | -3,314 | -28.46% | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,280 | 897 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brendel Financial Advisors LLC | History | Reduced | 8,019 | 868 | 0.43% | 0.49% | 89 | -560 | -6.53% | Q4 2025 | Jan 26, 2026 |
| Simmons Bank | History | Added to | 8,001 | 866 | 0.06% | 0.06% | 90 | +225 | 2.89% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 7,984 | 865 | 0.02% | 0.02% | 91 | +1,506 | 23.25% | Q4 2025 | Jan 30, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,914 | 857 | 0.3% | 0.3% | 92 | +167 | 2.16% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 7,884 | 854 | 0.0% | 0.0% | 93 | +289 | 3.81% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 7,876 | 853 | 0.11% | — | 94 | +7,876 | New | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,860 | 851 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,844 | 849 | 0.01% | 0.01% | 96 | +520 | 7.1% | Q4 2025 | Feb 10, 2026 |
| Ridge Creek Global, Inc | History | New | 7,824 | 847 | 0.71% | — | 97 | +7,824 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,803 | 845 | 0.02% | 0.02% | 98 | +395 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,796 | 844 | 0.0% | 0.0% | 100 | +224 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 7,796 | 844 | 0.02% | 0.02% | 99 | -116 | -1.47% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,395 | 801 | 0.05% | 0.06% | 101 | -631 | -7.86% | Q4 2025 | Feb 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,356 | 797 | 0.0% | 0.0% | 102 | -436 | -5.6% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,236 | 784 | 0.02% | 0.02% | 103 | +1,193 | 19.74% | Q4 2025 | Feb 02, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,199 | 780 | 0.18% | 0.15% | 104 | +534 | 8.01% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,088 | 768 | 0.01% | 0.01% | 105 | -15 | -0.21% | Q4 2025 | Jan 13, 2026 |
| KKM Financial LLC | History | Added to | 6,965 | 754 | 0.13% | 0.21% | 106 | +879 | 14.44% | Q4 2025 | Feb 18, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 6,918 | 749 | 0.33% | 0.32% | 107 | -20 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,885 | 746 | 0.03% | 0.03% | 108 | +40 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 6,840 | 741 | 0.27% | 0.3% | 109 | -117 | -1.68% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,768 | 733 | 0.0% | 0.0% | 110 | +2,980 | 78.67% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 6,699 | 730 | 0.03% | — | 111 | +6,699 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 6,478 | 701 | 0.0% | 0.0% | 112 | -1,171 | -15.31% | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 6,400 | 693 | 0.16% | 0.17% | 113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,361 | 689 | 0.0% | 0.0% | 114 | +6 | 0.09% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,351 | 688 | 0.0% | 0.0% | 115 | +282 | 4.65% | Q4 2025 | Feb 18, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 6,339 | 686 | 0.09% | 0.19% | 116 | -6,714 | -51.44% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 6,282 | 680 | 0.08% | 0.09% | 117 | -310 | -4.7% | Q4 2025 | Jan 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,188 | 670 | 0.0% | 0.0% | 118 | +3,842 | 163.77% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,980 | 647 | 0.07% | 0.07% | 119 | -33 | -0.55% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,920 | 641 | 0.01% | 0.01% | 120 | -20 | -0.34% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | New | 5,826 | 631 | 0.01% | — | 121 | +5,826 | New | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,743 | 622 | 0.0% | 0.01% | 122 | -18,421 | -76.23% | Q4 2025 | Feb 18, 2026 |
| Jump Financial, LLC | History | New | 5,643 | 611 | 0.01% | — | 123 | +5,643 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Management Systems Inc. | History | New | 5,640 | 611 | 0.16% | — | 124 | +5,640 | New | Q4 2025 | Feb 12, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 5,451 | 590 | 0.06% | 0.15% | 125 | -6,329 | -53.73% | Q4 2025 | Feb 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,200 | 563 | 0.09% | 0.1% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 4,910 | 532 | 0.01% | 0.01% | 127 | -400 | -7.53% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 4,902 | 531 | 0.0% | 0.0% | 128 | -138 | -2.74% | Q4 2025 | Feb 17, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 4,841 | 524 | 0.32% | 0.33% | 129 | -38 | -0.78% | Q4 2025 | Jan 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,772 | 517 | 0.03% | 0.03% | 130 | +7 | 0.15% | Q4 2025 | Jan 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 4,507 | 488 | 0.14% | 0.14% | 131 | +25 | 0.56% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,500 | 487 | 0.03% | 0.03% | 132 | +499 | 12.47% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,487 | 486 | 0.0% | 0.0% | 133 | +20 | 0.45% | Q4 2025 | Mar 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,258 | 461 | 0.05% | 0.05% | 134 | +12 | 0.28% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,104 | 445 | 0.0% | — | 137 | +4,104 | New | Q4 2025 | Feb 18, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 4,110 | 445 | 0.32% | 0.27% | 136 | +802 | 24.24% | Q4 2025 | Jan 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 4,115 | 445 | 0.18% | 0.18% | 135 | -31 | -0.75% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,055 | 439 | 0.02% | 0.03% | 138 | +131 | 3.34% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,890 | 421 | 0.0% | — | 139 | +3,890 | New | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,882 | 420 | 0.05% | 0.06% | 140 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,800 | 411 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HANCOCK WHITNEY CORP | History | New | 3,758 | 407 | 0.01% | — | 142 | +3,758 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 3,700 | 400 | 0.0% | 0.0% | 143 | +811 | 28.07% | Q4 2025 | Feb 10, 2026 |
| Adams Wealth Management | History | Added to | 3,526 | 382 | 0.08% | 0.06% | 144 | +983 | 38.66% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Added to | 3,526 | 382 | 0.07% | 0.06% | 145 | +983 | 38.66% | Q4 2025 | Feb 18, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,516 | 380 | 0.03% | 0.02% | 146 | +646 | 22.51% | Q4 2025 | Jan 23, 2026 |
| Lighthouse Financial LLC | History | No change | 3,500 | 379 | 0.25% | 0.26% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCare Asset Management, LLC | History | New | 3,375 | 376 | 0.24% | — | 148 | +3,375 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 3,422 | 370 | 0.0% | 0.0% | 149 | -38 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,379 | 366 | 0.01% | 0.03% | 151 | -3,246 | -49.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | No change | 3,384 | 366 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,283 | 355 | 0.0% | 0.0% | 152 | +100 | 3.14% | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Added to | 3,183 | 344 | 0.13% | 0.09% | 153 | +979 | 44.42% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 3,122 | 338 | 0.09% | — | 154 | +3,122 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,100 | 335 | 0.01% | 0.01% | 155 | +834 | 36.8% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,069 | 332 | 0.0% | 0.0% | 156 | -298 | -8.85% | Q4 2025 | Feb 12, 2026 |
| Royal Fund Management, LLC | History | New | 2,928 | 317 | 0.03% | — | 158 | +2,928 | New | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,929 | 317 | 0.0% | 0.0% | 157 | +15 | 0.51% | Q4 2025 | Jan 21, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 2,895 | 317 | 0.14% | 0.15% | 159 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | New | 2,886 | 316 | 0.0% | — | 160 | +2,886 | New | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,921 | 316 | 0.01% | 0.01% | 161 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,893 | 313 | 0.01% | 0.01% | 162 | +424 | 17.17% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,866 | 310 | 0.0% | 0.0% | 163 | +447 | 18.48% | Q4 2025 | Feb 11, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 2,857 | 309 | 0.18% | 0.23% | 164 | -260 | -8.34% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,834 | 307 | 0.02% | 0.02% | 165 | +581 | 25.79% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,764 | 299 | 0.0% | 0.0% | 166 | +297 | 12.04% | Q4 2025 | Feb 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,756 | 298 | 0.05% | — | 168 | +2,756 | New | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,747 | 298 | 0.01% | 0.01% | 167 | +40 | 1.48% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,693 | 291 | 0.0% | — | 169 | +2,693 | New | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,692 | 291 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beacon Capital Management, LLC | History | New | 2,678 | 290 | 0.04% | — | 171 | +2,678 | New | Q4 2025 | Feb 13, 2026 |
| Field & Main Bank | History | Reduced | 2,675 | 289 | 0.08% | 0.09% | 172 | -30 | -1.11% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,629 | 284 | 0.01% | — | 173 | +2,629 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,621 | 284 | 0.0% | 0.0% | 174 | -1,501 | -36.41% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 2,595 | 281 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 2,587 | 280 | 0.02% | 0.06% | 176 | -336 | -11.5% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,579 | 279 | 0.0% | 0.0% | 178 | +179 | 7.46% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 2,575 | 279 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Management, Inc. | History | No change | 2,559 | 277 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Heritage Trust Co | History | No change | 2,558 | 277 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,542 | 275 | 0.08% | — | 181 | +2,542 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,514 | 272 | 0.01% | 0.01% | 182 | -367 | -12.74% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | No change | 2,466 | 267 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| North Star Investment Management Corp. | History | No change | 2,458 | 266 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Weaver Consulting Group | History | Added to | 2,445 | 264 | 0.06% | 0.07% | 185 | +1 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | New | 2,392 | 259 | 0.0% | — | 186 | +2,392 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,391 | 259 | 0.01% | 0.01% | 187 | +331 | 16.07% | Q4 2025 | Feb 09, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 2,392 | 259 | 0.04% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,384 | 258 | 0.0% | — | 189 | +2,384 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 2,353 | 254 | 0.01% | — | 190 | +2,353 | New | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,262 | 245 | 0.0% | 0.0% | 191 | +10 | 0.44% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | New | 2,243 | 243 | 0.0% | — | 193 | +2,243 | New | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 2,250 | 243 | 0.01% | 0.01% | 192 | +54 | 2.46% | Q4 2025 | Feb 17, 2026 |
| TPG Advisors LLC | History | No change | 2,245 | 243 | 0.15% | 0.16% | 194 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,240 | 242 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,211 | 239 | 0.0% | — | 196 | +2,211 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,203 | 238 | 0.0% | — | 197 | +2,203 | New | Q4 2025 | Feb 05, 2026 |
| Keystone Wealth Services, LLC | History | No change | 2,120 | 229 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Midwest Trust Co | History | No change | 2,092 | 226 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rede Wealth, LLC | History | New | 2,074 | 224 | 0.08% | — | 200 | +2,074 | New | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,062 | 223 | 0.02% | 0.02% | 201 | +28 | 1.38% | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | No change | 2,001 | 216 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,966 | 213 | 0.01% | 0.01% | 205 | +108 | 5.81% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,971 | 213 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,967 | 213 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 1,927 | 208 | 0.04% | 0.06% | 206 | -10 | -0.52% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,918 | 207 | 0.0% | 0.0% | 207 | +6 | 0.31% | Q4 2025 | Feb 06, 2026 |
| Cambridge Financial Group, LLC | History | No change | 1,891 | 206 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sun Group Wealth Partners | History | New | 1,900 | 205 | 0.16% | — | 209 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | New | 1,859 | 201 | 0.01% | — | 210 | +1,859 | New | Q4 2025 | Feb 04, 2026 |
| Synergy Asset Management, LLC | History | New | 1,859 | 201 | 0.02% | — | 211 | +1,859 | New | Q4 2025 | Jan 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,848 | 200 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,833 | 198 | 0.0% | 0.0% | 213 | +2 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,809 | 196 | 0.0% | 0.0% | 214 | +208 | 12.99% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 1,722 | 187 | 0.01% | 0.01% | 215 | +152 | 9.68% | Q4 2025 | Feb 02, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 1,700 | 184 | 0.0% | 0.0% | 216 | -300 | -15.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,664 | 180 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,643 | 178 | 0.01% | 0.01% | 218 | +535 | 48.29% | Q4 2025 | Jan 20, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 1,608 | 174 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,475 | 159 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,420 | 153 | 0.1% | 0.14% | 221 | -331 | -18.9% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,312 | 142 | 0.0% | 0.0% | 222 | -165 | -11.17% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,244 | 134 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,212 | 131 | 0.01% | — | 224 | +1,212 | New | Q4 2025 | Jan 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 1,179 | 127 | 0.09% | 0.09% | 225 | -12 | -1.01% | Q4 2025 | Mar 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,132 | 122 | 0.0% | 0.0% | 226 | +252 | 28.64% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 980 | 106 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Milestone Investment Advisors LLC | History | New | 940 | 101 | 0.02% | — | 228 | +940 | New | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 900 | 97 | 0.01% | — | 229 | +900 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 802 | 87 | 0.0% | 0.0% | 230 | -80 | -9.07% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 86 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sterling Capital Management LLC | History | No change | 770 | 83 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 752 | 81 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| CITIGROUP INC | History | Reduced | 704 | 76 | 0.0% | 0.0% | 234 | -247 | -25.97% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 700 | 75 | 0.0% | — | 235 | +700 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 700 | 75 | 0.01% | — | 236 | +700 | New | Q4 2025 | Mar 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 690 | 74 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 675 | 73 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 669 | 72 | 0.05% | — | 239 | +669 | New | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 656 | 71 | 0.06% | — | 241 | +656 | New | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 660 | 71 | 0.01% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | No change | 600 | 65 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 595 | 64 | 0.0% | 0.01% | 243 | +4 | 0.68% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | New | 575 | 62 | 0.0% | — | 244 | +575 | New | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 543 | 58 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 544 | 58 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Security National Bank | History | No change | 500 | 54 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 490 | 52 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Davis Capital Management | History | No change | 466 | 50 | 0.03% | 0.04% | 249 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 454 | 49 | 0.0% | 0.0% | 250 | +49 | 12.1% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 436 | 47 | 0.0% | 0.0% | 251 | +2 | 0.46% | Q4 2025 | Jan 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 400 | 43 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 390 | 42 | 0.0% | 0.0% | 253 | -100 | -20.41% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 370 | 40 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Concord Wealth Partners | History | Added to | 362 | 39 | 0.01% | 0.01% | 255 | +2 | 0.56% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | No change | 366 | 39 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rice Partnership, LLC | History | No change | 358 | 38 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 356 | 38 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RMG Wealth Management LLC | History | New | 170 | 37 | 0.0% | — | 260 | +170 | New | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 349 | 37 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 340 | 36 | 0.0% | 0.0% | 261 | +15 | 4.62% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | No change | 320 | 34 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WealthShield Partners, LLC | History | No change | 306 | 33 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | No change | 300 | 33 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 284 | 30 | 0.0% | — | 265 | +284 | New | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 274 | 29 | 0.01% | — | 266 | +274 | New | Q4 2025 | Feb 18, 2026 |
| ST GERMAIN D J CO INC | History | No change | 233 | 25 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 220 | 23 | 0.01% | — | 269 | +220 | New | Q4 2025 | Feb 05, 2026 |
| Front Row Advisors LLC | History | No change | 218 | 23 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 214 | 23 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 200 | 21 | 0.0% | 0.01% | 272 | -110 | -35.48% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 202 | 21 | 0.0% | 0.0% | 273 | +1 | 0.5% | Q4 2025 | Feb 26, 2026 |
| Ancora Advisors LLC | History | No change | 200 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | Added to | 192 | 20 | 0.01% | 0.01% | 274 | +2 | 1.05% | Q4 2025 | Feb 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 183 | 19 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 175 | 18 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 165 | 17 | 0.0% | 0.0% | 277 | -68 | -29.18% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 166 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 152 | 16 | 0.01% | — | 280 | +152 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | No change | 150 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 131 | 14 | 0.0% | — | 281 | +131 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 120 | 13 | 0.0% | — | 282 | +120 | New | Q4 2025 | Feb 09, 2026 |
| Investors Portfolio Services LLC | History | New | 102 | 11 | 0.01% | — | 284 | +102 | New | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 10 | 0.0% | — | 285 | +100 | New | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 101 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 84 | 9 | 0.0% | 0.0% | 287 | -264 | -75.86% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 85 | 9 | 0.0% | 0.0% | 289 | -115 | -57.5% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | New | 90 | 9 | 0.0% | — | 288 | +90 | New | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 74 | 8 | 0.0% | 0.0% | 291 | +35 | 89.74% | Q4 2025 | Jan 08, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 79 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| High Point Wealth Management, LLC | History | New | 73 | 7 | 0.01% | — | 293 | +73 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 56 | 6 | 0.0% | — | 294 | +56 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 59 | 6 | 0.0% | 0.0% | 296 | +1 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 57 | 6 | 0.0% | 0.0% | 297 | +1 | 1.79% | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 62 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 53 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 55 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 55 | 5 | 0.0% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Added to | 42 | 4 | 0.0% | 0.0% | 301 | +1 | 2.44% | Q4 2025 | Jan 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 23 | 2 | 0.0% | — | 302 | +23 | New | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Reflection Asset Management | History | New | 16 | 1 | 0.0% | — | 306 | +16 | New | Q4 2025 | Mar 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Midwest Professional Planners, LTD. | History | Closed out | 0 | 0 | — | 0.76% | — | -28,162 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.44% | — | -14,682 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALLSTATE CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,047 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -4,974 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,130 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,085 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,835 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,358 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,251 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,132 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,001 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -823 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -9 | -60.0% | Q4 2025 | Feb 10, 2026 |