iSHARES TRUST - IGEB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,219,652 | 147,009 | 0.04% | 0.04% | 1 | -138,994 | -4.14% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 2,422,630 | 110,617 | 0.03% | 0.03% | 2 | +133,852 | 5.85% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 1,921,932 | 87,755 | 0.32% | 0.27% | 3 | +300,000 | 18.5% | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Added to | 1,436,034 | 65,569 | 0.12% | 0.11% | 4 | +222,448 | 18.33% | Q4 2025 | Feb 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,141,537 | 52,122 | 2.09% | 2.06% | 5 | +55,673 | 5.13% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,056,518 | 48,240 | 0.0% | 0.0% | 6 | -113,139 | -9.67% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 890,865 | 40,676 | 1.4% | 1.41% | 7 | +45,684 | 5.41% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 864,123 | 39,455 | 0.1% | 0.09% | 8 | +113,454 | 15.11% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 824,921 | 37,667 | 0.01% | 0.01% | 9 | -68,156 | -7.63% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 790,126 | 36,077 | 0.1% | 0.11% | 10 | +3,148 | 0.4% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 786,559 | 35,914 | 0.0% | 0.0% | 11 | +195,893 | 33.16% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 714,592 | 32,628 | 0.32% | 0.35% | 12 | -18,892 | -2.58% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 589,285 | 26,906 | 0.0% | 0.0% | 13 | -26,679 | -4.33% | Q4 2025 | Feb 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 578,964 | 26,435 | 5.87% | 5.35% | 14 | +72,893 | 14.4% | Q4 2025 | Jan 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 569,177 | 25,988 | 7.92% | 8.32% | 15 | +26,620 | 4.91% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 546,055 | 24,933 | 0.06% | 0.06% | 16 | +26,739 | 5.15% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 530,242 | 24,211 | 0.06% | 0.06% | 17 | +63,317 | 13.56% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 524,338 | 23,941 | 0.0% | — | 18 | +524,338 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 505,292 | 23,071 | 0.03% | 0.02% | 19 | +55,231 | 12.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 465,845 | 21,270 | 0.0% | 0.0% | 20 | +31,456 | 7.24% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 464,633 | 21,215 | 0.17% | 0.16% | 21 | +77,796 | 20.11% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 414,739 | 18,936 | 0.29% | 0.34% | 22 | -58,188 | -12.3% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 324,714 | 14,826 | 0.09% | 0.11% | 23 | +6,122 | 1.92% | Q4 2025 | Feb 17, 2026 |
| DORVAL Corp | History | Added to | 309,074 | 14,112 | 4.5% | 4.15% | 24 | +36,442 | 13.37% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 302,083 | 13,793 | 0.06% | 0.06% | 25 | +16,265 | 5.69% | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 292,607 | 13,360 | 1.8% | 1.79% | 26 | +14,710 | 5.29% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 265,826 | 12,137 | 0.3% | 0.3% | 27 | +8,619 | 3.35% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 247,270 | 11,290 | 0.0% | 0.0% | 28 | +48,088 | 24.14% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 226,064 | 10,322 | 0.04% | 0.03% | 29 | +48,652 | 27.42% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 216,873 | 9,902 | 0.0% | 0.0% | 30 | +17,722 | 8.9% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 193,093 | 8,816 | 0.15% | 0.14% | 31 | +20,903 | 12.14% | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 185,241 | 8,458 | 0.93% | 1.07% | 32 | -16,914 | -8.37% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 175,946 | 8,033 | 0.06% | 0.07% | 33 | +7,932 | 4.72% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Added to | 173,670 | 7,929 | 1.11% | 0.89% | 34 | +42,088 | 31.99% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 172,660 | 7,883 | 0.01% | 0.01% | 35 | +6,912 | 4.17% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 171,328 | 7,823 | 0.07% | 0.06% | 36 | +9,498 | 5.87% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | Added to | 161,317 | 7,365 | 0.02% | 0.02% | 37 | +3,152 | 1.99% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 160,757 | 7,340 | 0.01% | 0.01% | 38 | +13,128 | 8.89% | Q4 2025 | Feb 13, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 149,531 | 6,827 | 2.4% | 2.58% | 39 | +4,167 | 2.87% | Q4 2025 | Jan 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 118,345 | 5,408 | 0.17% | 0.16% | 40 | +11,237 | 10.49% | Q4 2025 | Jan 23, 2026 |
| Hoese & Co LLP | History | Added to | 110,996 | 5,066 | 3.61% | 2.66% | 41 | +35,387 | 46.8% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 105,135 | 4,800 | 0.1% | 0.1% | 42 | +6,834 | 6.95% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 96,928 | 4,425 | 0.0% | 0.0% | 43 | -5,243 | -5.13% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 95,386 | 4,355 | 0.1% | 0.13% | 44 | -14,175 | -12.94% | Q4 2025 | Feb 06, 2026 |
| Systelligence, LLC | History | Reduced | 93,010 | 4,246 | 0.81% | 1.92% | 45 | -127,071 | -57.74% | Q4 2025 | Jan 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 88,075 | 4,022 | 0.05% | 0.04% | 46 | +28,405 | 47.6% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 88,060 | 4,020 | 0.04% | 0.05% | 47 | +9,805 | 12.53% | Q4 2025 | Feb 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 86,851 | 3,965 | 0.99% | 0.87% | 48 | +14,083 | 19.35% | Q4 2025 | Jan 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 86,268 | 3,939 | 0.83% | 0.84% | 49 | +2,508 | 2.99% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 83,043 | 3,792 | 0.01% | 0.01% | 50 | -25,059 | -23.18% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 78,466 | 3,582 | 0.96% | — | 51 | +78,466 | New | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Added to | 76,230 | 3,480 | 0.95% | 0.97% | 52 | +3,510 | 4.83% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Reduced | 72,962 | 3,331 | 0.59% | 0.61% | 53 | -137 | -0.19% | Q4 2025 | Jan 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 72,793 | 3,323 | 0.33% | 0.35% | 54 | -2,049 | -2.74% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 70,818 | 3,233 | 0.42% | 0.42% | 55 | +3,459 | 5.14% | Q4 2025 | Feb 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 67,676 | 3,090 | 0.74% | 0.76% | 56 | +2,190 | 3.34% | Q4 2025 | Jan 08, 2026 |
| Altus Wealth Management, LLC | History | Added to | 66,936 | 3,056 | 1.32% | 0.9% | 57 | +22,672 | 51.22% | Q4 2025 | Jan 22, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 66,824 | 3,051 | 1.14% | 1.27% | 58 | -5,137 | -7.14% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 62,177 | 2,838 | 0.02% | 0.02% | 59 | -9,228 | -12.92% | Q4 2025 | Feb 12, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 59,052 | 2,706 | 1.1% | 1.04% | 60 | +6,309 | 11.96% | Q4 2025 | Feb 11, 2026 |
| FreeGulliver LLC | History | Reduced | 55,065 | 2,514 | 0.93% | 1.21% | 61 | -4,067 | -6.88% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Added to | 52,389 | 2,392 | 0.08% | 0.08% | 62 | +1,974 | 3.92% | Q4 2025 | Jan 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 49,471 | 2,258 | 0.14% | 0.1% | 63 | +12,094 | 32.36% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 48,180 | 2,199 | 0.03% | 0.03% | 64 | -1,466 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 47,728 | 2,179 | 0.89% | 0.56% | 65 | +20,654 | 76.29% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,683 | 2,177 | 0.0% | 0.0% | 66 | +4,215 | 9.7% | Q4 2025 | Mar 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 47,509 | 2,169 | 0.13% | 0.12% | 67 | +8,419 | 21.54% | Q4 2025 | Feb 10, 2026 |
| JB Capital LLC | History | Added to | 47,123 | 2,151 | 0.09% | 0.08% | 68 | +6,125 | 14.94% | Q4 2025 | Jan 20, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 47,030 | 2,147 | 0.08% | 0.03% | 69 | +27,210 | 137.29% | Q4 2025 | Jan 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 43,529 | 1,987 | 0.03% | 0.04% | 70 | +129 | 0.3% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,421 | 1,936 | 0.02% | 0.02% | 71 | +11,094 | 35.41% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 42,365 | 1,934 | 0.02% | 0.02% | 72 | -50 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 41,887 | 1,918 | 0.16% | 0.16% | 73 | +2,056 | 5.16% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 39,340 | 1,796 | 0.15% | 0.12% | 74 | +6,761 | 20.75% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,812 | 1,726 | 0.0% | — | 75 | +37,812 | New | Q4 2025 | Feb 12, 2026 |
| SWMG, LLC | History | Added to | 35,780 | 1,635 | 0.45% | 0.49% | 76 | +830 | 2.37% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,316 | 1,521 | 0.0% | 0.0% | 77 | +19,827 | 146.99% | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 33,139 | 1,513 | 0.88% | 0.83% | 78 | +3,659 | 12.41% | Q4 2025 | Jan 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 32,955 | 1,504 | 0.03% | 0.03% | 79 | -4,325 | -11.6% | Q4 2025 | Jan 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 32,243 | 1,472 | 0.02% | 0.02% | 80 | -1,958 | -5.72% | Q4 2025 | Jan 21, 2026 |
| Convergence Financial, LLC | History | Added to | 31,243 | 1,426 | 0.21% | 0.21% | 81 | +384 | 1.24% | Q4 2025 | Feb 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 29,995 | 1,369 | 0.49% | 0.49% | 82 | +1,450 | 5.08% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 27,891 | 1,273 | 0.02% | 0.03% | 83 | +982 | 3.65% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Added to | 27,221 | 1,242 | 0.14% | 0.1% | 84 | +9,231 | 51.31% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 26,390 | 1,204 | 0.42% | 0.41% | 85 | +1,174 | 4.66% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 26,010 | 1,187 | 0.06% | 0.05% | 86 | +8,970 | 52.64% | Q4 2025 | Jan 26, 2026 |
| Paller Financial Services Inc | History | New | 24,655 | 1,125 | 0.9% | — | 87 | +24,655 | New | Q4 2025 | Jan 15, 2026 |
| Tidemark, LLC | History | Added to | 24,196 | 1,104 | 0.31% | 0.29% | 88 | +2,693 | 12.52% | Q4 2025 | Feb 10, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 24,050 | 1,098 | 0.07% | 0.08% | 89 | -1,509 | -5.9% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,458 | 1,071 | 0.03% | 0.03% | 90 | -835 | -3.44% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 22,792 | 1,040 | 0.01% | 0.02% | 91 | -311 | -1.35% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,389 | 1,022 | 0.0% | 0.0% | 92 | +4,502 | 25.17% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 22,284 | 1,017 | 0.0% | 0.0% | 93 | +2,478 | 12.51% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,064 | 1,007 | 0.01% | 0.01% | 94 | -50 | -0.23% | Q4 2025 | Jan 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 21,597 | 986 | 0.45% | 0.46% | 95 | +613 | 2.92% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 21,157 | 966 | 0.03% | 0.03% | 96 | -2,403 | -10.2% | Q4 2025 | Jan 30, 2026 |
| MA Private Wealth | History | Reduced | 21,063 | 961 | 0.16% | 0.21% | 97 | -6,076 | -22.39% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 20,705 | 945 | 0.02% | 0.02% | 98 | +1,078 | 5.49% | Q4 2025 | Jan 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 20,186 | 921 | 0.11% | 0.13% | 99 | -3,912 | -16.23% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,699 | 808 | 0.01% | 0.01% | 100 | +1,210 | 7.34% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,659 | 806 | 0.0% | 0.0% | 101 | +1,757 | 11.05% | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | New | 17,621 | 804 | 0.1% | — | 102 | +17,621 | New | Q4 2025 | Feb 12, 2026 |
| ADE, LLC | History | Added to | 17,446 | 796 | 0.39% | 0.36% | 103 | +1,920 | 12.37% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,212 | 740 | 0.04% | 0.04% | 104 | +1,166 | 7.75% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 16,122 | 736 | 0.01% | 0.01% | 105 | +6,432 | 66.38% | Q4 2025 | Mar 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 16,024 | 731 | 0.17% | 0.13% | 106 | +820 | 5.39% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Added to | 15,920 | 726 | 0.08% | 0.07% | 107 | +3,244 | 25.59% | Q4 2025 | Feb 11, 2026 |
| Able Wealth Management LLC | History | Added to | 15,766 | 719 | 0.23% | 0.27% | 108 | +114 | 0.73% | Q4 2025 | Jan 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 15,557 | 710 | 0.02% | 0.02% | 109 | +3,953 | 34.07% | Q4 2025 | Jan 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 14,448 | 659 | 0.44% | 0.46% | 110 | -295 | -2.0% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,920 | 635 | 0.02% | 0.02% | 111 | +1,135 | 8.88% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisory Group | History | Reduced | 13,465 | 614 | 0.47% | 0.54% | 112 | -1,631 | -10.8% | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 12,675 | 578 | 0.02% | — | 113 | +12,675 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 12,429 | 567 | 0.01% | 0.01% | 114 | -2,327 | -15.77% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,154 | 554 | 0.02% | 0.02% | 115 | +422 | 3.6% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,697 | 534 | 0.02% | 0.03% | 116 | +10 | 0.09% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | Added to | 11,242 | 513 | 0.1% | 0.1% | 117 | +775 | 7.4% | Q4 2025 | Feb 18, 2026 |
| Sharkey, Howes & Javer | History | New | 10,968 | 500 | 0.06% | — | 118 | +10,968 | New | Q4 2025 | Jan 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,752 | 490 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 10,661 | 486 | 0.3% | 0.23% | 120 | +3,466 | 48.17% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,491 | 433 | 0.01% | — | 121 | +9,491 | New | Q4 2025 | Feb 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 9,402 | 429 | 0.82% | 0.54% | 122 | +7 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Argyle Capital Partners, LLC | History | No change | 9,233 | 421 | 0.31% | 0.3% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,112 | 416 | 0.01% | 0.01% | 124 | -324 | -3.43% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 8,442 | 385 | 0.06% | — | 125 | +8,442 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | New | 8,231 | 375 | 0.04% | — | 126 | +8,231 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,208 | 374 | 0.0% | 0.0% | 127 | +1,352 | 19.72% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 8,082 | 369 | 0.01% | 0.01% | 128 | +119 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 7,745 | 353 | 0.26% | 0.26% | 129 | +334 | 4.51% | Q4 2025 | Jan 21, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,644 | 349 | 0.09% | 0.1% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| West Wealth Group, LLC | History | Reduced | 7,635 | 348 | 0.07% | 0.08% | 131 | -26 | -0.34% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | New | 7,590 | 347 | 0.01% | — | 132 | +7,590 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | No change | 7,579 | 346 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,514 | 343 | 0.0% | 0.0% | 134 | -4,470 | -37.3% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,277 | 332 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| GEM Asset Management, LLC | History | Added to | 7,113 | 325 | 0.14% | 0.12% | 136 | +1,539 | 27.61% | Q4 2025 | Jan 09, 2026 |
| Strategic Blueprint, LLC | History | New | 7,086 | 323 | 0.02% | — | 137 | +7,086 | New | Q4 2025 | Jan 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,843 | 312 | 0.04% | 0.04% | 138 | +114 | 1.69% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 6,815 | 311 | 0.01% | 0.01% | 139 | +138 | 2.07% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,647 | 304 | 0.01% | — | 141 | +6,647 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 6,660 | 304 | 0.0% | 0.0% | 140 | +453 | 7.3% | Q4 2025 | Jan 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 6,451 | 294 | 0.43% | — | 142 | +6,451 | New | Q4 2025 | Feb 06, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 6,283 | 286 | 0.18% | 0.18% | 143 | +88 | 1.42% | Q4 2025 | Jan 07, 2026 |
| Triad Wealth Partners, LLC | History | New | 6,112 | 279 | 0.03% | — | 144 | +6,112 | New | Q4 2025 | Jan 22, 2026 |
| Caitlin John, LLC | History | Reduced | 5,883 | 268 | 0.18% | 0.19% | 145 | -113 | -1.88% | Q4 2025 | Feb 18, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,456 | 249 | 0.01% | 0.01% | 146 | +65 | 1.21% | Q4 2025 | Jan 16, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 5,184 | 236 | 0.18% | 0.25% | 147 | -1,860 | -26.41% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,099 | 232 | 0.0% | — | 150 | +5,099 | New | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,089 | 232 | 0.01% | 0.01% | 149 | -1,543 | -23.27% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,097 | 232 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 4,933 | 225 | 0.0% | 0.0% | 151 | +77 | 1.59% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,645 | 212 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,478 | 204 | 0.0% | 0.0% | 153 | +133 | 3.06% | Q4 2025 | Feb 03, 2026 |
| Warwick Investment Management, Inc. | History | New | 4,421 | 201 | 0.03% | — | 154 | +4,421 | New | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | New | 4,391 | 200 | 0.0% | — | 155 | +4,391 | New | Q4 2025 | Feb 02, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 3,242 | 148 | 0.03% | 0.05% | 156 | -2,337 | -41.89% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,366 | 108 | 0.01% | — | 157 | +2,366 | New | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,218 | 101 | 0.0% | 0.0% | 158 | +485 | 27.99% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,040 | 93 | 0.0% | 0.0% | 159 | -5,120 | -71.51% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,715 | 78 | 0.0% | 0.0% | 160 | -84 | -4.67% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,690 | 77 | 0.02% | — | 161 | +1,690 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,202 | 54 | 0.0% | 0.0% | 162 | +234 | 24.17% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,126 | 51 | 0.0% | 0.0% | 163 | +707 | 168.74% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 1,081 | 49 | 0.03% | — | 164 | +1,081 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 925 | 42 | 0.0% | — | 165 | +919 | 15316.67% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 876 | 39 | 0.0% | 0.0% | 166 | -321 | -26.82% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 764 | 34 | 0.01% | 0.01% | 168 | -139 | -15.39% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 764 | 34 | 0.0% | 0.0% | 167 | +7 | 0.92% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 635 | 28 | 0.0% | — | 169 | +635 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 620 | 28 | 0.0% | — | 170 | +620 | New | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 587 | 26 | 0.0% | 0.0% | 171 | +10 | 1.73% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 499 | 22 | 0.0% | 0.0% | 172 | -43 | -7.93% | Q4 2025 | Jan 29, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 390 | 17 | 0.01% | — | 173 | +377 | 2900.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 209 | 9 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 188 | 8 | 0.01% | — | 176 | +188 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 188 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | New | 112 | 5 | 0.0% | — | 178 | +112 | New | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | New | 110 | 5 | 0.0% | — | 180 | +110 | New | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 130 | 5 | 0.0% | 0.0% | 179 | +2 | 1.56% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 71 | 3 | 0.0% | — | 182 | +71 | New | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 183 | -121 | -73.33% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 62 | 2 | 0.0% | 0.0% | 184 | +1 | 1.64% | Q4 2025 | Feb 20, 2026 |
| Key Capital Management, INC | History | New | 31 | 1 | 0.0% | — | 185 | +31 | New | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,471 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,001 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,742 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,607 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,399 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,608 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,265 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,342 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -911 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -361 | -100.0% | Q3 2025 | Nov 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MASECO LLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |