iSHARES TRUST - IEO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 277,232 | 24,745 | 0.0% | 0.0% | 1 | -64,859 | -18.96% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 109,989 | 9,817 | 0.0% | 0.0% | 2 | -2,158 | -1.92% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 94,653 | 8,448 | 0.0% | 0.0% | 3 | -51,914 | -35.42% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 94,638 | 8,447 | 0.0% | 0.0% | 4 | -6,226 | -6.17% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 79,453 | 7,091 | 0.04% | — | 5 | +79,453 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,678 | 5,148 | 0.0% | 0.0% | 6 | +1,940 | 3.48% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,645 | 5,056 | 0.0% | — | 7 | +56,645 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 53,075 | 4,737 | 0.0% | 0.0% | 8 | -1,088 | -2.01% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 52,414 | 4,678 | 0.01% | 0.01% | 9 | +1,454 | 2.85% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,357 | 4,048 | 0.01% | 0.01% | 10 | -4,003 | -8.11% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 43,237 | 3,859 | 0.0% | 0.0% | 11 | +3,193 | 7.97% | Q4 2025 | Jan 29, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 42,750 | 3,816 | 0.33% | 0.36% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investors Research Corp | History | Added to | 33,004 | 2,945 | 0.54% | 0.5% | 13 | +3,872 | 13.29% | Q4 2025 | Jan 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,654 | 2,914 | 0.0% | 0.0% | 14 | -20,752 | -38.86% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,128 | 2,867 | 0.0% | 0.0% | 15 | -3,238 | -9.16% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,788 | 2,748 | 0.06% | 0.07% | 16 | -2,809 | -8.36% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | New | 26,151 | 2,334 | 0.05% | — | 17 | +26,151 | New | Q4 2025 | Feb 05, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 25,691 | 2,293 | 1.79% | 2.73% | 18 | -10,551 | -29.11% | Q4 2025 | Jan 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 24,847 | 2,217 | 0.05% | 0.06% | 19 | -2,031 | -7.56% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,646 | 2,199 | 0.0% | 0.0% | 20 | -15,774 | -39.03% | Q4 2025 | Feb 17, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 22,631 | 2,020 | 0.35% | 0.36% | 21 | +952 | 4.39% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 21,701 | 1,937 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Audent Global Asset Management, LLC | History | Added to | 20,786 | 1,855 | 1.17% | 1.31% | 23 | +1,288 | 6.61% | Q4 2025 | Mar 10, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 20,790 | 1,855 | 1.32% | 1.4% | 24 | +4 | 0.02% | Q4 2025 | Jan 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 20,116 | 1,795 | 0.17% | 0.19% | 25 | -440 | -2.14% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,148 | 1,709 | 0.0% | 0.01% | 26 | -44,600 | -69.96% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,568 | 1,568 | 0.0% | 0.0% | 27 | -428 | -2.38% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,895 | 1,508 | 0.0% | — | 28 | +16,895 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 16,444 | 1,467 | 0.0% | 0.0% | 29 | -18,449 | -52.87% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,156 | 1,442 | 0.0% | 0.0% | 30 | +274 | 1.73% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,108 | 1,438 | 0.0% | 0.0% | 31 | -1,029 | -6.0% | Q4 2025 | Feb 05, 2026 |
| Wealth Management Partners, LLC | History | Added to | 16,052 | 1,432 | 0.41% | 0.47% | 32 | +119 | 0.75% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,532 | 1,386 | 0.01% | 0.01% | 33 | +1,849 | 13.51% | Q4 2025 | Feb 18, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 14,888 | 1,328 | 0.21% | — | 34 | +14,888 | New | Q4 2025 | Feb 10, 2026 |
| Independent Family Office, LLC | History | No change | 12,754 | 1,138 | 0.48% | 0.5% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,469 | 1,113 | 0.0% | 0.0% | 36 | -8,023 | -39.15% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,127 | 1,082 | 0.0% | — | 37 | +12,127 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,407 | 1,018 | 0.0% | 0.0% | 38 | -1,097 | -8.77% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,139 | 994 | 0.0% | 0.0% | 39 | +382 | 3.55% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,380 | 926 | 0.0% | 0.0% | 40 | +1,906 | 22.49% | Q4 2025 | Mar 16, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,254 | 915 | 0.03% | 0.05% | 41 | -1,037 | -9.18% | Q4 2025 | Jan 20, 2026 |
| Enclave Advisors LLC | History | No change | 10,191 | 909 | 0.13% | 0.14% | 42 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 9,113 | 813 | 0.23% | 0.28% | 43 | -1,231 | -11.9% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,893 | 793 | 0.0% | 0.0% | 44 | +1,249 | 16.34% | Q4 2025 | Mar 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,823 | 787 | 0.0% | 0.0% | 45 | +4,259 | 93.32% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,755 | 781 | 0.01% | — | 46 | +8,755 | New | Q4 2025 | Feb 10, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 8,755 | 781 | 0.41% | — | 47 | +8,755 | New | Q4 2025 | Feb 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 8,568 | 764 | 0.0% | 0.0% | 48 | +6,488 | 311.92% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 7,936 | 722 | 0.17% | 0.21% | 49 | -1,130 | -12.46% | Q4 2025 | Jan 21, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,053 | 718 | 0.33% | 0.32% | 50 | +451 | 5.93% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 8,018 | 715 | 0.0% | — | 51 | +8,018 | New | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 7,696 | 686 | 0.01% | 0.01% | 52 | +2,304 | 42.73% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,518 | 671 | 0.0% | 0.0% | 53 | +3,184 | 73.47% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,039 | 628 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,744 | 601 | 0.0% | 0.0% | 55 | -684 | -9.21% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 6,436 | 574 | 0.09% | 0.09% | 56 | -94 | -1.44% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 6,389 | 570 | 0.0% | 0.0% | 57 | -30 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,263 | 559 | 0.01% | 0.02% | 58 | -1,914 | -23.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 6,162 | 550 | 0.0% | 0.0% | 59 | -2 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,987 | 534 | 0.0% | 0.01% | 60 | -1,402 | -18.97% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,602 | 500 | 0.0% | 0.0% | 61 | -489 | -8.03% | Q4 2025 | Feb 17, 2026 |
| Tradewinds, LLC. | History | No change | 5,465 | 487 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,894 | 437 | 0.0% | 0.0% | 63 | -505 | -9.35% | Q4 2025 | Feb 11, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,893 | 436 | 0.02% | 0.03% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,841 | 432 | 0.0% | 0.0% | 65 | -542 | -10.07% | Q4 2025 | Jan 29, 2026 |
| Westmount Partners, LLC | History | Reduced | 4,224 | 377 | 0.09% | 0.2% | 66 | -4,120 | -49.38% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | New | 4,215 | 376 | 0.01% | — | 68 | +4,215 | New | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 4,218 | 376 | 0.04% | 0.04% | 67 | -66 | -1.54% | Q4 2025 | Jan 23, 2026 |
| MARSHALL WACE, LLP | History | New | 4,204 | 375 | 0.0% | — | 69 | +4,204 | New | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,082 | 364 | 0.0% | 0.01% | 70 | -300 | -6.85% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,988 | 355 | 0.0% | 0.0% | 71 | -190 | -4.55% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,504 | 312 | 0.0% | 0.0% | 73 | -603 | -14.68% | Q4 2025 | Feb 13, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,500 | 312 | 0.06% | 0.07% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | Reduced | 3,293 | 293 | 0.06% | 0.11% | 74 | -1,785 | -35.15% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,005 | 268 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 3,000 | 267 | 0.25% | — | 76 | +3,000 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,941 | 262 | 0.0% | 0.0% | 77 | -22 | -0.74% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | New | 2,786 | 248 | 0.0% | — | 78 | +2,786 | New | Q4 2025 | Feb 12, 2026 |
| VIAWEALTH, LLC | History | Reduced | 2,782 | 248 | 0.14% | 0.25% | 79 | -2,095 | -42.96% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,732 | 243 | 0.0% | 0.0% | 80 | +2,707 | 10828.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | No change | 2,487 | 221 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,451 | 218 | 0.01% | 0.01% | 82 | +599 | 32.34% | Q4 2025 | Feb 20, 2026 |
| CITIGROUP INC | History | No change | 2,110 | 188 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 1,958 | 172 | 0.0% | 0.0% | 84 | -32 | -1.61% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Added to | 1,506 | 134 | 0.0% | 0.0% | 85 | +906 | 151.0% | Q4 2025 | Feb 02, 2026 |
| one8zero8, LLC | History | No change | 1,427 | 127 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,300 | 116 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Red Tortoise LLC | History | Added to | 1,153 | 102 | 0.04% | 0.05% | 88 | +7 | 0.61% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Reduced | 1,092 | 97 | 0.0% | 0.0% | 89 | -91 | -7.69% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,020 | 91 | 0.0% | 0.0% | 90 | -125 | -10.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,017 | 90 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 961 | 85 | 0.0% | 0.0% | 92 | -175 | -15.4% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 853 | 76 | 0.01% | — | 93 | +853 | New | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 731 | 65 | 0.0% | 0.01% | 94 | +3 | 0.41% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 713 | 63 | 0.0% | 0.0% | 95 | -198 | -21.73% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 700 | 63 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STEPH & CO | History | New | 592 | 52 | 0.01% | — | 97 | +592 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 550 | 49 | 0.0% | 0.0% | 98 | -548 | -49.91% | Q4 2025 | Feb 06, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 438 | 39 | 0.01% | 0.01% | 99 | -22 | -4.78% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 408 | 36 | 0.0% | 0.0% | 100 | -575 | -58.49% | Q4 2025 | Feb 18, 2026 |
| Anchor Investment Management, LLC | History | No change | 404 | 36 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 384 | 34 | 0.0% | 0.0% | 102 | +2 | 0.52% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 360 | 32 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | No change | 315 | 28 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | No change | 291 | 25 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 276 | 24 | 0.0% | 0.0% | 106 | +2 | 0.73% | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 242 | 24 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 254 | 22 | 0.01% | — | 108 | +254 | New | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 224 | 20 | 0.01% | 0.04% | 109 | +24 | 12.0% | Q4 2025 | Jan 20, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 225 | 20 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 222 | 19 | 0.0% | — | 111 | +222 | New | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 202 | 18 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 203 | 18 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | New | 200 | 17 | 0.0% | — | 116 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 200 | 17 | 0.01% | — | 117 | +200 | New | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 17 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 187 | 16 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 176 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garner Asset Management Corp | History | New | 167 | 14 | 0.01% | — | 120 | +167 | New | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 157 | 14 | 0.0% | 0.0% | 121 | +1 | 0.64% | Q4 2025 | Feb 06, 2026 |
| HighMark Wealth Management LLC | History | Added to | 157 | 14 | 0.01% | 0.01% | 122 | +1 | 0.64% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | No change | 158 | 14 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 154 | 13 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | No change | 150 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 126 | 11 | 0.0% | 0.0% | 127 | +1 | 0.8% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 125 | 11 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 130 | 11 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Roxbury Financial LLC | History | No change | 101 | 9 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 88 | 8 | 0.0% | 0.0% | 130 | -218 | -71.24% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 74 | 6 | 0.0% | 0.0% | 131 | -31 | -29.52% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 71 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Compass Financial Services Inc | History | New | 60 | 5 | 0.0% | — | 136 | +60 | New | Q4 2025 | Feb 27, 2026 |
| AE Wealth Management LLC | History | Added to | 59 | 5 | 0.0% | 0.0% | 134 | +36 | 156.52% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 58 | 5 | 0.0% | 0.0% | 135 | +1 | 1.75% | Q4 2025 | Jan 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 51 | 4 | 0.0% | — | 139 | +51 | New | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 35 | 3 | 0.0% | — | 141 | +29 | 483.33% | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 42 | 3 | 0.0% | 0.0% | 142 | +1 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Morse Asset Management, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,500 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,072 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,029 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,645 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,276 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,199 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,192 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUNTINGTON NATIONAL BANK | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALERUS FINANCIAL NA | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFS Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |