iSHARES TRUST - IGE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Reduced | 984,339 | 49,413 | 0.1% | 0.11% | 1 | -66,379 | -6.32% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 816,638 | 40,995 | 0.0% | 0.0% | 2 | +10,374 | 1.29% | Q4 2025 | Feb 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 492,536 | 24,725 | 6.13% | 6.02% | 3 | -2,968 | -0.6% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 491,200 | 24,658 | 0.0% | 0.0% | 4 | +2,990 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 277,095 | 13,910 | 0.1% | — | 5 | +277,095 | New | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 274,388 | 13,774 | 0.0% | 0.0% | 6 | -17,966 | -6.15% | Q4 2025 | Mar 25, 2026 |
| CWM, LLC | History | Added to | 273,789 | 13,744 | 0.04% | 0.04% | 7 | +12,667 | 4.85% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 252,353 | 12,668 | 0.0% | 0.0% | 8 | -10,952 | -4.16% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 226,582 | 11,374 | 0.0% | — | 9 | +226,582 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 197,741 | 9,926 | 0.0% | 0.0% | 10 | -5,525 | -2.72% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 165,099 | 8,287 | 0.05% | 0.05% | 11 | +1,014 | 0.62% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 155,006 | 7,781 | 0.0% | 0.0% | 12 | -886 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 152,953 | 7,678 | 0.23% | 0.23% | 13 | +2,534 | 1.68% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 134,851 | 6,769 | 0.0% | 0.0% | 14 | +41,722 | 44.8% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 124,690 | 6,259 | 0.12% | — | 15 | +124,690 | New | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 116,543 | 5,850 | 0.04% | 0.04% | 16 | -5,401 | -4.43% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 107,421 | 5,392 | 0.98% | 0.08% | 17 | +66 | 0.06% | Q4 2025 | Mar 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100,500 | 5,045 | 0.0% | 0.0% | 18 | +50,500 | 101.0% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 89,759 | 4,505 | 0.97% | 0.94% | 19 | +13,220 | 17.27% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,503 | 3,840 | 0.01% | 0.01% | 20 | +2,545 | 3.44% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | New | 66,288 | 3,327 | 0.79% | — | 21 | +66,288 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 66,037 | 3,315 | 0.0% | 0.0% | 22 | -10,440 | -13.65% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 56,035 | 2,812 | 0.0% | 0.0% | 23 | +1,700 | 3.13% | Q4 2025 | Feb 17, 2026 |
| Courage Miller Partners, LLC | History | Added to | 55,494 | 2,785 | 0.84% | 0.8% | 24 | +1,300 | 2.4% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 50,118 | 2,515 | 0.0% | 0.0% | 25 | +228 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Zeit Capital LLC | History | Reduced | 46,794 | 2,349 | 1.59% | 1.56% | 26 | -18 | -0.04% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 43,593 | 2,188 | 0.01% | 0.01% | 27 | +2,238 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 43,081 | 2,162 | 0.26% | 0.26% | 28 | +1,305 | 3.12% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Added to | 41,796 | 2,098 | 1.15% | 0.75% | 29 | +541 | 1.31% | Q4 2025 | Feb 02, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 37,325 | 1,873 | 0.65% | 0.67% | 30 | -2,132 | -5.4% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 32,502 | 1,631 | 0.09% | 0.09% | 31 | +7 | 0.02% | Q4 2025 | Feb 10, 2026 |
| American Wealth Advisors, LLC | History | Added to | 32,361 | 1,624 | 1.59% | 1.56% | 32 | +156 | 0.48% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 32,220 | 1,617 | 0.04% | 0.03% | 33 | +8,905 | 38.19% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,116 | 1,612 | 0.0% | 0.0% | 34 | -856 | -2.6% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,902 | 1,551 | 0.0% | 0.0% | 35 | -191 | -0.61% | Q4 2025 | Feb 02, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 30,540 | 1,533 | 0.22% | 0.24% | 36 | -2,599 | -7.84% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,136 | 1,512 | 0.0% | — | 37 | +30,136 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,975 | 1,504 | 0.0% | 0.0% | 38 | +3,219 | 12.03% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,912 | 1,501 | 0.0% | 0.02% | 39 | -225,941 | -88.31% | Q4 2025 | Feb 17, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 28,933 | 1,452 | 0.76% | 0.88% | 40 | -3,142 | -9.8% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 28,500 | 1,430 | 0.08% | 0.09% | 41 | -345 | -1.2% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 27,546 | 1,382 | 0.03% | 0.04% | 42 | -74 | -0.27% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,267 | 1,368 | 0.0% | 0.0% | 43 | -5,666 | -17.2% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 25,741 | 1,292 | 0.21% | 0.21% | 44 | +165 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 25,481 | 1,279 | 0.1% | 0.09% | 45 | +1,198 | 4.93% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,633 | 1,236 | 0.05% | 0.01% | 46 | +22,567 | 1092.3% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 23,211 | 1,165 | 0.55% | — | 47 | +23,211 | New | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 22,552 | 1,132 | 0.0% | — | 48 | +22,552 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,207 | 1,114 | 0.0% | 0.0% | 49 | +17,109 | 335.6% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,238 | 1,066 | 0.0% | 0.0% | 50 | +348 | 1.67% | Q4 2025 | Feb 06, 2026 |
| Prime Buchholz LLC | History | No change | 20,257 | 1,016 | 0.6% | 0.55% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,965 | 901 | 0.0% | 0.0% | 52 | -2,696 | -13.05% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 17,885 | 897 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 17,484 | 877 | 0.01% | 0.01% | 54 | +431 | 2.53% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,457 | 876 | 0.0% | 0.0% | 55 | -23,838 | -57.73% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 17,235 | 865 | 0.2% | 0.21% | 56 | -89 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,696 | 838 | 0.0% | 0.0% | 57 | +430 | 2.64% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 16,445 | 825 | 0.03% | 0.03% | 58 | +479 | 3.0% | Q4 2025 | Feb 09, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 15,735 | 789 | 0.0% | 0.0% | 59 | +10,272 | 188.03% | Q4 2025 | Jan 30, 2026 |
| Balefire, LLC | History | Added to | 15,227 | 764 | 0.15% | 0.15% | 60 | +62 | 0.41% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,117 | 708 | 0.0% | 0.0% | 61 | +1,368 | 10.73% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,104 | 657 | 0.0% | 0.0% | 62 | -1,648 | -11.17% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,035 | 654 | 0.04% | 0.05% | 63 | -975 | -6.96% | Q4 2025 | Feb 20, 2026 |
| XML Financial, LLC | History | Reduced | 13,043 | 654 | 0.05% | 0.05% | 64 | -405 | -3.01% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 12,604 | 632 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,509 | 577 | 0.0% | 0.0% | 66 | +1,448 | 14.39% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 11,055 | 554 | 0.0% | 0.0% | 67 | +500 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 10,987 | 551 | 0.68% | 1.18% | 68 | -25,317 | -69.74% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10,238 | 513 | 0.01% | 0.02% | 69 | -4,016 | -28.17% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | No change | 9,705 | 487 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GFS Advisors, LLC | History | No change | 9,180 | 460 | 0.05% | 0.06% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,095 | 457 | 0.0% | 0.0% | 72 | -100 | -1.09% | Q4 2025 | Feb 11, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 8,061 | 451 | 0.11% | — | 73 | +8,061 | New | Q4 2025 | Jan 23, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 8,805 | 449 | 0.11% | 0.11% | 74 | +62 | 0.71% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 8,495 | 428 | 0.07% | 0.07% | 75 | +200 | 2.41% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | No change | 8,353 | 419 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,084 | 405 | 0.0% | 0.0% | 77 | -39 | -0.48% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,770 | 390 | 0.0% | 0.0% | 78 | +270 | 3.6% | Q4 2025 | Feb 17, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 7,759 | 389 | 0.33% | — | 79 | +7,759 | New | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,728 | 387 | 0.01% | 0.01% | 80 | -692 | -8.22% | Q4 2025 | Jan 28, 2026 |
| Ascent Group, LLC | History | Reduced | 7,368 | 369 | 0.01% | 0.01% | 81 | -865 | -10.51% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Reduced | 7,302 | 366 | 0.02% | 0.02% | 83 | -1,927 | -20.88% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 7,293 | 366 | 0.0% | 0.0% | 82 | +288 | 4.11% | Q4 2025 | Feb 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 7,228 | 362 | 0.23% | 0.23% | 84 | -1,604 | -18.16% | Q4 2025 | Feb 09, 2026 |
| FIRST INTERSTATE BANK | History | No change | 6,713 | 336 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,674 | 335 | 0.04% | 0.04% | 86 | +47 | 0.71% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 6,439 | 323 | 0.0% | 0.0% | 87 | -919 | -12.49% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 6,372 | 320 | 0.01% | 0.01% | 88 | +31 | 0.49% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | New | 6,189 | 310 | 0.0% | — | 89 | +6,189 | New | Q4 2025 | Jan 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 6,189 | 310 | 0.01% | 0.01% | 90 | -762 | -10.96% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,872 | 294 | 0.02% | 0.02% | 91 | +7 | 0.12% | Q4 2025 | Mar 04, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,850 | 293 | 0.0% | — | 92 | +5,850 | New | Q4 2025 | Jan 29, 2026 |
| VestGen Investment Management | History | Added to | 5,657 | 283 | 0.16% | 0.14% | 93 | +739 | 15.03% | Q4 2025 | Feb 18, 2026 |
| KKM Financial LLC | History | No change | 5,631 | 282 | 0.05% | 0.09% | 94 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 5,607 | 281 | 0.0% | 0.0% | 95 | +431 | 8.33% | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 5,502 | 276 | 0.15% | 0.14% | 96 | +241 | 4.58% | Q4 2025 | Feb 24, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,400 | 271 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 5,132 | 257 | 0.03% | — | 98 | +5,132 | New | Q4 2025 | Jan 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 5,070 | 254 | 0.03% | — | 99 | +5,070 | New | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,823 | 242 | 0.0% | 0.0% | 100 | +216 | 4.69% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,796 | 240 | 0.01% | 0.01% | 101 | +688 | 16.75% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,567 | 229 | 0.0% | 0.01% | 104 | -755 | -14.19% | Q4 2025 | Jan 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,075 | 229 | 0.04% | 0.04% | 103 | -433 | -9.61% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,575 | 229 | 0.0% | 0.0% | 102 | +35 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 4,474 | 224 | 0.01% | 0.01% | 105 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | No change | 4,432 | 222 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,303 | 216 | 0.05% | 0.05% | 107 | -342 | -7.36% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,175 | 209 | 0.03% | 0.04% | 108 | +4 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | No change | 3,000 | 150 | 0.03% | 0.04% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2,547 | 127 | 0.02% | — | 110 | +2,547 | New | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | New | 2,209 | 110 | 0.0% | — | 111 | +2,209 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,918 | 96 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,639 | 82 | 0.0% | 0.0% | 113 | +327 | 24.92% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,450 | 72 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,432 | 71 | 0.0% | — | 115 | +1,432 | New | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Added to | 1,137 | 57 | 0.0% | 0.0% | 116 | +8 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,050 | 52 | 0.04% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,001 | 50 | 0.0% | 0.0% | 118 | +2 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 949 | 47 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 555 | 27 | 0.0% | — | 120 | +535 | 2675.0% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 500 | 25 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 455 | 22 | 0.0% | — | 123 | +455 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 450 | 22 | 0.0% | 0.0% | 124 | +20 | 4.65% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 448 | 22 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Services | History | Reduced | 431 | 21 | 0.01% | 0.01% | 125 | -2,479 | -85.19% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Added to | 399 | 20 | 0.0% | 0.0% | 126 | +366 | 1109.09% | Q4 2025 | Feb 02, 2026 |
| MGB Wealth Management, LLC | History | Added to | 405 | 20 | 0.01% | 0.01% | 127 | +3 | 0.75% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 400 | 20 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 381 | 19 | 0.0% | — | 129 | +381 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 321 | 16 | 0.0% | 0.0% | 130 | +2 | 0.63% | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | No change | 300 | 15 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 279 | 14 | 0.0% | 0.0% | 133 | +228 | 447.06% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 280 | 14 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 272 | 13 | 0.0% | 0.01% | 134 | +2 | 0.74% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | No change | 255 | 12 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 202 | 10 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 203 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | New | 192 | 9 | 0.0% | — | 138 | +192 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 160 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| West Branch Capital LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 130 | 6 | 0.0% | 0.0% | 141 | -722 | -84.74% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | No change | 107 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisors Preferred, LLC | History | Reduced | 76 | 3 | 0.0% | 0.01% | 144 | -628 | -89.2% | Q4 2025 | Feb 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 70 | 3 | 0.0% | — | 148 | +70 | New | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 66 | 3 | 0.0% | 0.0% | 147 | +1 | 1.54% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 60 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 66 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 40 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | No change | 40 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -19,400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,497 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,041 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,023 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -403 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cape Investment Advisory, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |