iSHARES TRUST - IEV
Detailed investor-level table based on 13F positions.
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 | 1,992,128 | 136,659 | 0.01% | 0.01% | 1 | -19,962 | -0.99% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,273,432 | 87,357 | 0.01% | 0.01% | 2 | -9,908 | -0.77% | Q4 2025 | Feb 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 855,805 | 58,708 | 0.05% | 0.02% | 3 | +484,777 | 130.66% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 760,950 | 52,201 | 0.01% | 0.01% | 4 | -11,781 | -1.52% | Q4 2025 | Jan 29, 2026 |
| BARINGS LLC | History | Reduced | 472,278 | 32,398 | 0.6% | 0.71% | 5 | -94,045 | -16.61% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 462,135 | 31,702 | 0.01% | 0.01% | 6 | +31,213 | 7.24% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 403,730 | 27,695 | 0.0% | — | 7 | +403,730 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 340,335 | 23,346 | 0.0% | 0.0% | 8 | -132,402 | -28.01% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 283,187 | 19,426 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 242,587 | 16,641 | 0.0% | 0.0% | 10 | +77,339 | 46.8% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 237,210 | 16,272 | 0.0% | 0.01% | 11 | -52,514 | -18.13% | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | Added to | 220,796 | 15,146 | 7.79% | 7.44% | 12 | +11,804 | 5.65% | Q4 2025 | Feb 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 202,489 | 13,890 | 0.86% | 0.83% | 13 | -1,920 | -0.94% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 140,594 | 9,644 | 0.11% | 0.08% | 14 | -2,014 | -1.41% | Q4 2025 | Feb 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 133,613 | 9,165 | 3.35% | 1.21% | 15 | +84,493 | 172.01% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 125,271 | 8,593 | 0.08% | 0.09% | 16 | -4,516 | -3.48% | Q4 2025 | Feb 13, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Reduced | 123,579 | 8,477 | 0.53% | 0.53% | 17 | -5 | -0.0% | Q4 2025 | Feb 10, 2026 |
| Karpus Management, Inc. | History | Reduced | 115,456 | 7,920 | 0.24% | 0.24% | 18 | -2,128 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 112,794 | 7,737 | 0.04% | 0.04% | 19 | -4,104 | -3.51% | Q4 2025 | Jan 29, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 109,678 | 7,523 | 0.92% | 0.94% | 20 | -5,109 | -4.45% | Q4 2025 | Feb 02, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 93,564 | 6,418 | 1.06% | 0.99% | 21 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 86,949 | 5,964 | 3.27% | 3.46% | 22 | -1,164 | -1.32% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 84,962 | 5,828 | 0.02% | 0.04% | 23 | -65,021 | -43.35% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 74,651 | 5,121 | 0.0% | 0.0% | 24 | -150,836 | -66.89% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 68,678 | 4,711 | 0.01% | 0.01% | 25 | -107 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Nvest Financial, LLC | History | Added to | 67,061 | 4,600 | 1.91% | 1.63% | 26 | +23,841 | 55.16% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 64,339 | 4,413 | 0.0% | 0.0% | 27 | -207,761 | -76.35% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 62,198 | 4,266 | 0.95% | 1.18% | 28 | -16,421 | -20.89% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,740 | 4,166 | 0.03% | 0.01% | 29 | +45,241 | 291.9% | Q4 2025 | Feb 18, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 59,801 | 4,102 | 4.56% | 4.44% | 30 | -1,585 | -2.58% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58,080 | 3,984 | 0.03% | 0.03% | 31 | +156 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 54,079 | 3,709 | 0.19% | 0.19% | 32 | -334 | -0.61% | Q4 2025 | Jan 27, 2026 |
| Keebeck Wealth Management | History | Reduced | 53,723 | 3,685 | 0.43% | 0.43% | 33 | -1,406 | -2.55% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 50,692 | 3,477 | 0.03% | 0.03% | 34 | -5,210 | -9.32% | Q4 2025 | Jan 05, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 49,337 | 3,384 | 0.15% | 0.15% | 35 | -926 | -1.84% | Q4 2025 | Jan 29, 2026 |
| KM Capital Management Ltd. | History | Reduced | 48,858 | 3,351 | 1.71% | 1.96% | 36 | -16,039 | -24.71% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 47,290 | 3,244 | 0.25% | — | 37 | +47,290 | New | Q4 2025 | Jan 23, 2026 |
| Providence First Trust Co | History | Reduced | 46,512 | 3,190 | 1.1% | 1.19% | 38 | -6,023 | -11.46% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 46,161 | 3,166 | 0.01% | 0.01% | 39 | +13,795 | 42.62% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 45,832 | 3,144 | 0.0% | 0.0% | 40 | +2,413 | 5.56% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 45,478 | 3,119 | 0.11% | 0.11% | 41 | -1,247 | -2.67% | Q4 2025 | Jan 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 44,397 | 3,046 | 0.66% | 0.64% | 42 | +619 | 1.41% | Q4 2025 | Feb 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 44,210 | 3,032 | 0.01% | 0.01% | 43 | -2,081 | -4.5% | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 43,632 | 2,993 | 0.32% | 0.3% | 44 | +156 | 0.36% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 42,558 | 2,919 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 41,971 | 2,879 | 0.01% | — | 46 | +41,971 | New | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | New | 40,089 | 2,750 | 0.09% | — | 47 | +40,089 | New | Q4 2025 | Jan 20, 2026 |
| CIBC Asset Management Inc | History | Reduced | 39,238 | 2,691 | 0.01% | 0.01% | 48 | -18,099 | -31.57% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 37,832 | 2,595 | 0.0% | 0.0% | 49 | +2,444 | 6.91% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,776 | 2,591 | 0.0% | 0.0% | 50 | +439 | 1.18% | Q4 2025 | Mar 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 36,601 | 2,510 | 0.0% | 0.0% | 51 | +56 | 0.15% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,624 | 2,306 | 0.0% | 0.0% | 52 | +3,586 | 11.94% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,891 | 2,256 | 0.0% | 0.0% | 53 | -352 | -1.06% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 30,722 | 2,107 | 0.76% | 0.75% | 54 | -355 | -1.14% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,037 | 2,060 | 0.0% | 0.01% | 55 | -33,473 | -52.71% | Q4 2025 | Feb 02, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 28,939 | 1,985 | 0.23% | 0.24% | 56 | +316 | 1.1% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 28,174 | 1,932 | 0.07% | 0.07% | 57 | +185 | 0.66% | Q4 2025 | Feb 04, 2026 |
| Amundi | History | No change | 27,991 | 1,920 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 27,265 | 1,870 | 0.39% | 0.4% | 59 | -405 | -1.46% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 26,876 | 1,843 | 0.04% | 0.05% | 60 | +5,189 | 23.93% | Q4 2025 | Feb 11, 2026 |
| swisspartners Advisors Ltd | History | Added to | 25,580 | 1,753 | 1.27% | 0.6% | 61 | +14,430 | 129.42% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 25,219 | 1,730 | 0.24% | 0.28% | 62 | -1,076 | -4.09% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 25,035 | 1,717 | 0.0% | 0.0% | 63 | -1,334 | -5.06% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,224 | 1,661 | 0.01% | 0.0% | 64 | +12,112 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 23,223 | 1,593 | 1.1% | 1.17% | 65 | -920 | -3.81% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,640 | 1,484 | 0.0% | 0.0% | 66 | -263 | -1.2% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 21,455 | 1,471 | 0.03% | 0.03% | 67 | -1,376 | -6.03% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 21,004 | 1,440 | 0.0% | 0.0% | 68 | +2,552 | 13.83% | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 20,944 | 1,436 | 1.24% | — | 69 | +20,944 | New | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 20,388 | 1,398 | 0.0% | 0.0% | 70 | +2,713 | 15.35% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,992 | 1,372 | 0.0% | 0.0% | 71 | -444 | -2.17% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 19,610 | 1,345 | 0.19% | 0.2% | 72 | -438 | -2.18% | Q4 2025 | Jan 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 19,262 | 1,321 | 0.08% | 0.06% | 73 | -412 | -2.09% | Q4 2025 | Jan 30, 2026 |
| Rathbones Group PLC | History | No change | 18,968 | 1,301 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 18,824 | 1,291 | 0.43% | 0.42% | 75 | -105 | -0.55% | Q4 2025 | Jan 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 18,665 | 1,280 | 0.02% | 0.03% | 76 | -2,597 | -12.21% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 18,618 | 1,277 | 0.01% | 0.01% | 77 | +12 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 18,470 | 1,267 | 0.49% | 0.99% | 78 | -23,152 | -55.62% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,773 | 1,217 | 0.0% | 0.0% | 79 | +230 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 17,645 | 1,210 | 0.43% | 0.42% | 80 | -1,000 | -5.36% | Q4 2025 | Feb 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 17,380 | 1,196 | 0.01% | 0.01% | 81 | -10,520 | -37.71% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,000 | 1,166 | 0.0% | 0.0% | 82 | -5,580 | -24.71% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,711 | 1,146 | 0.0% | 0.0% | 83 | +214 | 1.3% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,525 | 1,134 | 0.0% | 0.0% | 84 | +1,746 | 11.81% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,307 | 1,118 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 16,238 | 1,113 | 0.04% | 0.04% | 86 | +161 | 1.0% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Reduced | 15,617 | 1,071 | 0.01% | 0.01% | 87 | -696 | -4.27% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,388 | 1,055 | 0.13% | 0.13% | 88 | -504 | -3.17% | Q4 2025 | Jan 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 15,345 | 1,052 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Growth Capital LLC | History | New | 14,213 | 1,041 | 0.92% | — | 90 | +14,213 | New | Q4 2025 | Feb 19, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,758 | 1,012 | 0.0% | 0.0% | 91 | -431 | -2.84% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,648 | 1,004 | 0.0% | 0.0% | 92 | +1,836 | 14.33% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 14,480 | 993 | 0.03% | — | 93 | +14,480 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,050 | 963 | 0.0% | 0.0% | 94 | +3,558 | 33.91% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,836 | 949 | 0.0% | 0.0% | 95 | -10,100 | -42.2% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 13,653 | 936 | 0.13% | 0.13% | 96 | -239 | -1.72% | Q4 2025 | Jan 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 13,479 | 924 | 0.09% | — | 97 | +13,479 | New | Q4 2025 | Apr 01, 2026 |
| High Falls Advisors, Inc | History | Added to | 13,426 | 921 | 0.19% | 0.18% | 98 | +336 | 2.57% | Q4 2025 | Feb 18, 2026 |
| Bridgewater Advisors Inc. | History | No change | 13,000 | 914 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 12,712 | 911 | 0.37% | 0.36% | 100 | +27 | 0.21% | Q4 2025 | Feb 11, 2026 |
| MA Private Wealth | History | Reduced | 13,121 | 900 | 0.15% | 0.17% | 101 | -1,989 | -13.16% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 12,997 | 891 | 0.0% | 0.0% | 102 | +3,661 | 39.21% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Added to | 12,485 | 856 | 0.34% | 0.33% | 103 | +742 | 6.32% | Q4 2025 | Jan 27, 2026 |
| Westhampton Capital, LLC | History | Added to | 12,388 | 849 | 0.4% | 0.39% | 104 | +185 | 1.52% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Reduced | 12,202 | 837 | 0.0% | 0.0% | 105 | -1,896 | -13.45% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 12,191 | 836 | 0.05% | 0.05% | 106 | -226 | -1.82% | Q4 2025 | Feb 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 12,110 | 830 | 0.01% | — | 107 | +12,110 | New | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Reduced | 12,020 | 824 | 0.38% | 0.37% | 108 | -210 | -1.72% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,923 | 817 | 0.0% | 0.0% | 109 | +78 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,026 | 756 | 0.01% | 0.01% | 110 | -76 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Added to | 11,011 | 755 | 0.24% | 0.18% | 111 | +4 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 10,873 | 745 | 0.11% | 0.11% | 112 | -115 | -1.05% | Q4 2025 | Jan 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 10,694 | 733 | 0.05% | 0.04% | 113 | +116 | 1.1% | Q4 2025 | Feb 17, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 10,000 | 717 | 0.48% | 0.45% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 10,408 | 713 | 0.03% | 0.03% | 115 | +19 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 10,369 | 711 | 0.02% | 0.02% | 116 | -235 | -2.22% | Q4 2025 | Jan 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,928 | 711 | 0.47% | 0.47% | 117 | -58 | -0.58% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,163 | 697 | 0.0% | 0.0% | 118 | -823 | -7.49% | Q4 2025 | Feb 09, 2026 |
| Quadrature Capital Ltd | History | New | 10,123 | 694 | 0.01% | — | 119 | +10,123 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 9,661 | 682 | 0.03% | — | 120 | +9,661 | New | Q4 2025 | Jan 21, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 9,860 | 676 | 0.42% | 0.49% | 121 | -2,096 | -17.53% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 9,613 | 655 | 0.0% | 0.0% | 122 | +648 | 7.23% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 9,443 | 647 | 0.03% | 0.03% | 123 | -340 | -3.48% | Q4 2025 | Feb 06, 2026 |
| METLIFE INC | History | Reduced | 9,338 | 644 | 5.3% | 5.69% | 125 | -325 | -3.36% | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,400 | 644 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 8,927 | 612 | 0.06% | 0.05% | 126 | +517 | 6.15% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,927 | 612 | 0.01% | 0.01% | 127 | -370 | -3.98% | Q4 2025 | Jan 16, 2026 |
| Dentgroup LLC | History | Reduced | 8,900 | 610 | 0.42% | 0.39% | 128 | -387 | -4.17% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,776 | 602 | 0.0% | — | 129 | +8,776 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,761 | 600 | 0.0% | 0.0% | 130 | -41,232 | -82.48% | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 8,189 | 561 | 0.05% | 0.08% | 131 | -4,233 | -34.08% | Q4 2025 | Feb 13, 2026 |
| Lansing Street Advisors | History | Reduced | 8,161 | 559 | 0.14% | 0.16% | 132 | -833 | -9.26% | Q4 2025 | Jan 26, 2026 |
| VestGen Investment Management | History | Reduced | 8,077 | 554 | 0.31% | 0.32% | 133 | -86 | -1.05% | Q4 2025 | Feb 18, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 7,518 | 538 | 0.47% | — | 135 | +7,518 | New | Q4 2025 | Feb 11, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 7,844 | 538 | 0.16% | 0.16% | 134 | -163 | -2.04% | Q4 2025 | Jan 12, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 7,708 | 528 | 0.12% | 0.12% | 136 | -105 | -1.34% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,658 | 525 | 0.01% | 0.01% | 137 | -1,039 | -11.95% | Q4 2025 | Feb 17, 2026 |
| Davis Wealth Advisors, LLC | History | New | 7,276 | 499 | 0.42% | — | 138 | +7,276 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 7,239 | 496 | 0.0% | 0.0% | 139 | +5,651 | 355.86% | Q4 2025 | Jan 26, 2026 |
| TFB Advisors LLC | History | No change | 7,210 | 494 | 0.14% | 0.14% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,193 | 493 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signet Private Wealth LLC | History | New | 7,134 | 489 | 0.47% | — | 144 | +7,134 | New | Q4 2025 | Feb 11, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 7,134 | 489 | 0.14% | 0.13% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,134 | 489 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Jacobs Equity LLC | History | New | 7,010 | 480 | 0.46% | — | 145 | +7,010 | New | Q4 2025 | Feb 19, 2026 |
| EFG International AG | History | New | 6,985 | 479 | 0.01% | — | 146 | +6,985 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 6,939 | 476 | 0.0% | 0.0% | 147 | +1,452 | 26.46% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,934 | 475 | 0.18% | 0.18% | 148 | -66 | -0.94% | Q4 2025 | Jan 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,855 | 470 | 0.02% | 0.02% | 149 | +12 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Canal Capital Management, LLC | History | Reduced | 6,755 | 463 | 0.07% | 0.15% | 150 | -8,636 | -56.11% | Q4 2025 | Jan 06, 2026 |
| Dakota Wealth Management | History | No change | 6,640 | 455 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hedges Asset Management LLC | History | No change | 6,500 | 445 | 0.31% | 0.33% | 152 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,300 | 432 | 0.0% | 0.0% | 153 | +1,162 | 22.62% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Advisors, Inc. | History | New | 6,262 | 429 | 0.11% | — | 154 | +6,262 | New | Q4 2025 | Feb 17, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,029 | 418 | 0.09% | 0.08% | 155 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,014 | 412 | 0.0% | 0.0% | 156 | -1,216 | -16.82% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,950 | 408 | 0.0% | 0.01% | 157 | +200 | 3.48% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,897 | 404 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 5,876 | 403 | 0.04% | 0.04% | 159 | +5 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,797 | 397 | 0.0% | — | 160 | +5,797 | New | Q4 2025 | Feb 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,600 | 384 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 5,482 | 376 | 0.06% | 0.06% | 162 | +49 | 0.9% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,437 | 372 | 0.01% | 0.01% | 163 | -12 | -0.22% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,398 | 370 | 0.0% | 0.0% | 164 | +461 | 9.34% | Q4 2025 | Mar 16, 2026 |
| Stokes Family Office, LLC | History | Added to | 5,400 | 370 | 0.03% | 0.03% | 165 | +380 | 7.57% | Q4 2025 | Feb 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,319 | 364 | 0.01% | 0.01% | 166 | +258 | 5.1% | Q4 2025 | Feb 06, 2026 |
| Cannell & Spears LLC | History | No change | 5,300 | 363 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 5,243 | 359 | 0.14% | 0.14% | 168 | +57 | 1.1% | Q4 2025 | Feb 04, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 5,207 | 357 | 0.09% | 0.08% | 169 | +469 | 9.9% | Q4 2025 | Jan 28, 2026 |
| Empire Life Investments Inc. | History | Added to | 5,148 | 353 | 0.02% | 0.01% | 170 | +1,629 | 46.29% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Reduced | 5,021 | 344 | 0.0% | 0.01% | 171 | -9,335,376 | -99.95% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,000 | 343 | 0.0% | — | 172 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 5,000 | 343 | 0.01% | — | 173 | +5,000 | New | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,961 | 340 | 0.01% | 0.01% | 174 | -293 | -5.58% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,944 | 339 | 0.01% | 0.01% | 175 | -1,649 | -25.01% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 4,871 | 334 | 0.0% | 0.0% | 176 | +142 | 3.0% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,639 | 329 | 0.01% | 0.01% | 177 | +50 | 1.09% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,795 | 328 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,606 | 315 | 0.27% | — | 179 | +4,606 | New | Q4 2025 | Feb 10, 2026 |
| W ADVISORS, LLC | History | Reduced | 4,559 | 312 | 0.16% | 0.16% | 180 | -16 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 4,510 | 309 | 0.21% | 0.2% | 181 | -16 | -0.35% | Q4 2025 | Jan 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 4,500 | 308 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,500 | 308 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 4,409 | 303 | 0.01% | 0.01% | 184 | +1,541 | 53.73% | Q4 2025 | Feb 06, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 4,376 | 300 | 0.04% | 0.03% | 185 | +1,188 | 37.26% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,315 | 296 | 0.04% | 0.04% | 186 | -61 | -1.39% | Q4 2025 | Jan 26, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,327 | 296 | 0.38% | 0.37% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | New | 4,230 | 290 | 0.03% | — | 188 | +4,230 | New | Q4 2025 | Jan 26, 2026 |
| Banco Santander, S.A. | History | New | 4,184 | 287 | 0.0% | — | 189 | +4,184 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 4,175 | 286 | 0.01% | 0.01% | 190 | +150 | 3.73% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | New | 4,130 | 283 | 0.01% | — | 191 | +4,130 | New | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,116 | 282 | 0.03% | 0.02% | 192 | +207 | 5.3% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,116 | 282 | 0.0% | 0.0% | 193 | +111 | 2.77% | Q4 2025 | Jan 29, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,924 | 277 | 0.05% | 0.05% | 195 | -394 | -9.12% | Q4 2025 | Jan 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 4,040 | 277 | 0.0% | 0.0% | 194 | +10 | 0.25% | Q4 2025 | Jan 30, 2026 |
| LCNB CORP | History | New | 4,000 | 274 | 0.09% | — | 196 | +4,000 | New | Q4 2025 | Feb 10, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 274 | 0.18% | 0.18% | 197 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,987 | 273 | 0.0% | 0.0% | 198 | +185 | 4.87% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,960 | 271 | 0.04% | 0.04% | 199 | -172 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,945 | 270 | 0.02% | 0.02% | 200 | -122 | -3.0% | Q4 2025 | Jan 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,924 | 269 | 0.0% | — | 201 | +3,924 | New | Q4 2025 | Feb 13, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 3,900 | 267 | 0.21% | 0.19% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 3,890 | 266 | 0.02% | 0.02% | 203 | -190 | -4.66% | Q4 2025 | Feb 10, 2026 |
| Gibbs Wealth Management | History | Reduced | 3,792 | 266 | 0.06% | 0.06% | 204 | -3 | -0.08% | Q4 2025 | Jan 23, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,865 | 265 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,826 | 262 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 3,715 | 254 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | Reduced | 3,658 | 250 | 0.03% | 0.03% | 208 | -67 | -1.8% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 3,600 | 246 | 0.0% | 0.0% | 209 | +500 | 16.13% | Q4 2025 | Feb 12, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 3,550 | 243 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 3,477 | 238 | 0.0% | 0.0% | 211 | +38 | 1.1% | Q4 2025 | Feb 02, 2026 |
| Strong Retirement Solutions LLC | History | New | 3,445 | 236 | 0.16% | — | 213 | +3,445 | New | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | Added to | 3,451 | 236 | 0.06% | 0.01% | 212 | +3,108 | 906.12% | Q4 2025 | Jan 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 3,417 | 234 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,387 | 232 | 0.0% | 0.0% | 215 | -1,045 | -23.58% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | New | 3,297 | 226 | 0.01% | — | 217 | +3,297 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,299 | 226 | 0.0% | 0.0% | 216 | +165 | 5.26% | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,243 | 222 | 0.01% | — | 218 | +3,243 | New | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 3,165 | 217 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 3,050 | 209 | 0.06% | — | 220 | +3,050 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,966 | 208 | 0.0% | — | 221 | +2,966 | New | Q4 2025 | Jan 08, 2026 |
| Vident Advisory, LLC | History | New | 3,030 | 207 | 0.0% | — | 222 | +3,030 | New | Q4 2025 | Feb 18, 2026 |
| FIRST HORIZON CORP | History | No change | 3,000 | 205 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Reduced | 2,980 | 204 | 0.0% | 0.0% | 224 | -438 | -12.81% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Advisors, LLC | History | New | 2,930 | 200 | 0.11% | — | 225 | +2,930 | New | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,622 | 179 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,590 | 177 | 0.0% | 0.01% | 227 | -908 | -25.96% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 2,513 | 176 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL PLC | History | No change | 2,500 | 171 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,359 | 161 | 0.01% | 0.01% | 230 | -196 | -7.67% | Q4 2025 | Jan 26, 2026 |
| LOM Asset Management Ltd | History | No change | 2,285 | 156 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | Added to | 2,191 | 150 | 0.01% | 0.0% | 232 | +1,889 | 625.5% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 2,149 | 147 | 0.0% | — | 233 | +2,149 | New | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,100 | 144 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,057 | 141 | 0.01% | 0.01% | 235 | -5 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Osbon Capital Management LLC | History | New | 2,055 | 140 | 0.13% | — | 236 | +2,055 | New | Q4 2025 | Mar 16, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2,027 | 139 | 0.03% | 0.17% | 238 | -12,988 | -86.5% | Q4 2025 | Jan 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 1,400 | 139 | 0.03% | 0.05% | 237 | -2,200 | -61.11% | Q4 2025 | Feb 12, 2026 |
| New Republic Capital, LLC | History | Added to | 1,946 | 133 | 0.04% | 0.04% | 239 | +140 | 7.75% | Q4 2025 | Feb 10, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 1,872 | 128 | 0.06% | 0.24% | 240 | -5,916 | -75.96% | Q4 2025 | Feb 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,800 | 123 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,750 | 119 | 0.0% | 0.0% | 242 | -600 | -25.53% | Q4 2025 | Jan 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,647 | 112 | 0.02% | 0.02% | 243 | +18 | 1.1% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | No change | 1,533 | 105 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,534 | 105 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,525 | 104 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,515 | 103 | 0.0% | — | 247 | +1,515 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 102 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,200 | 82 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,160 | 79 | 0.01% | 0.01% | 250 | +13 | 1.13% | Q4 2025 | Feb 10, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,124 | 77 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,089 | 74 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 70 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,000 | 68 | 0.01% | — | 254 | +1,000 | New | Q4 2025 | Jan 07, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,005 | 68 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 921 | 63 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 819 | 56 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | No change | 800 | 54 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 613 | 42 | 0.01% | 0.01% | 259 | +7 | 1.16% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 600 | 41 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | No change | 585 | 40 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 564 | 38 | 0.0% | — | 262 | +564 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 552 | 37 | 0.0% | 0.0% | 263 | -4,263 | -88.54% | Q4 2025 | Feb 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 490 | 33 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 451 | 30 | 0.0% | 0.0% | 265 | +7 | 1.58% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 401 | 27 | 0.0% | 0.0% | 266 | -316 | -44.07% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 400 | 27 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 391 | 26 | 0.03% | 0.01% | 268 | +248 | 173.43% | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | New | 350 | 24 | 0.01% | — | 269 | +350 | New | Q4 2025 | Jan 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 349 | 23 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 300 | 20 | 0.0% | — | 272 | +300 | New | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 302 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CDKV HOLDINGS LLC | History | New | 288 | 19 | 0.02% | — | 274 | +288 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 283 | 19 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 270 | 18 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 250 | 17 | 0.0% | 0.0% | 276 | +100 | 66.67% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 217 | 14 | 0.0% | 0.0% | 277 | -334 | -60.62% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 170 | 12 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 172 | 11 | 0.0% | 0.0% | 280 | +122 | 244.0% | Q4 2025 | Feb 05, 2026 |
| Your Advocates Ltd., LLP | History | No change | 163 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | No change | 127 | 9 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 123 | 8 | 0.0% | 0.0% | 282 | -124 | -50.2% | Q4 2025 | Feb 09, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | New | 106 | 7 | 0.0% | — | 283 | +106 | New | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 78 | 5 | 0.0% | 0.0% | 284 | -72 | -48.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 48 | 3 | 0.0% | — | 285 | +48 | New | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 40 | 2 | 0.0% | — | 289 | +40 | New | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 34 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EPG Wealth Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investors Research Corp | History | New | 21 | 1 | 0.0% | — | 290 | +21 | New | Q4 2025 | Jan 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -82,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -23,964 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WealthBridge Investment Counsel Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -17,700 | -100.0% | Q3 2025 | Oct 06, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,661 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,364 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.04% | — | -5,338 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,121 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,751 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,521 | -100.0% | Q3 2025 | Oct 10, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.02% | — | -3,446 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,089 | -100.0% | Q3 2025 | Nov 05, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,889 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,095 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -988 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -940 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -437 | -100.0% | Q3 2025 | Oct 06, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Financially Speaking Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |