iSHARES TRUST - IGLB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,641,109 | 183,693 | 0.0% | 0.0% | 1 | +334,322 | 10.11% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,334,239 | 168,212 | 0.01% | 0.01% | 2 | +523,103 | 18.61% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Added to | 3,053,427 | 154,045 | 1.22% | 1.14% | 3 | +53,236 | 1.77% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,891,993 | 145,901 | 0.04% | 0.04% | 4 | -43,206 | -1.47% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 2,155,792 | 108,748 | 0.02% | 0.01% | 5 | +1,245,201 | 136.75% | Q4 2025 | Feb 09, 2026 |
| ALLIANZ SE | History | New | 1,622,000 | 81,829 | 1.05% | — | 6 | +1,622,000 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,488,126 | 75,075 | 0.15% | 0.16% | 7 | +6,438 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 1,264,405 | 63,789 | 2.07% | 0.89% | 8 | +795,340 | 169.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,107,623 | 55,879 | 0.0% | 0.0% | 9 | +492,472 | 80.06% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,076,017 | 54,285 | 0.01% | 0.01% | 10 | +132,449 | 14.04% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 930,521 | 46,944 | 1.15% | 1.4% | 11 | -77,763 | -7.71% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 927,000 | 46,767 | 0.85% | 1.05% | 12 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 801,697 | 40,445 | 0.67% | 0.68% | 13 | +46,462 | 6.15% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 762,021 | 38,444 | 0.01% | 0.01% | 14 | +21,872 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 722,063 | 36,428 | 3.47% | — | 15 | +722,063 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 720,795 | 36,378 | 0.01% | 0.01% | 16 | -132,835 | -15.56% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 704,075 | 35,724 | 0.03% | — | 17 | +704,075 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 642,139 | 32,395 | 0.01% | 0.01% | 18 | +78,406 | 13.91% | Q4 2025 | Feb 18, 2026 |
| Horizon Investments, LLC | History | Added to | 517,742 | 26,120 | 0.33% | 0.34% | 19 | +7,877 | 1.54% | Q4 2025 | Feb 02, 2026 |
| Advisors Capital Management, LLC | History | Added to | 489,818 | 24,711 | 0.29% | 0.29% | 20 | +40,664 | 9.05% | Q4 2025 | Jan 29, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 476,471 | 24,037 | 2.76% | 2.8% | 21 | +15,912 | 3.45% | Q4 2025 | Jan 02, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 466,830 | 23,551 | 3.05% | 3.08% | 22 | +26,820 | 6.1% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 438,254 | 22,109 | 0.0% | 0.01% | 23 | -112,333 | -20.4% | Q4 2025 | Feb 10, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 400,000 | 20,180 | 1.18% | — | 24 | +400,000 | New | Q4 2025 | Feb 25, 2026 |
| NYL Investors LLC | History | Added to | 396,152 | 19,985 | 6.79% | 6.59% | 25 | +6,966 | 1.79% | Q4 2025 | Feb 11, 2026 |
| MA Private Wealth | History | Added to | 383,483 | 19,346 | 3.23% | 3.14% | 26 | +21,286 | 5.88% | Q4 2025 | Feb 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 349,813 | 17,648 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 345,252 | 17,417 | 0.02% | 0.02% | 28 | +48,540 | 16.36% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 333,742 | 16,837 | 0.0% | 0.0% | 29 | -37,396 | -10.08% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 303,855 | 15,330 | 0.02% | 0.03% | 30 | -105,693 | -25.81% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 297,113 | 14,989 | 0.5% | 0.55% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 293,932 | 14,828 | 0.0% | 0.0% | 32 | -100,512 | -25.48% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 291,745 | 14,719 | 0.0% | — | 33 | +291,745 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 289,366 | 14,598 | 0.02% | 0.02% | 34 | -22,348 | -7.17% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 275,576 | 13,903 | 0.03% | 0.02% | 35 | +42,869 | 18.42% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 246,039 | 12,412 | 0.03% | 0.03% | 36 | +16,415 | 7.15% | Q4 2025 | Feb 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 233,778 | 11,794 | 1.71% | 1.72% | 37 | +11,249 | 5.06% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 213,574 | 10,774 | 0.01% | 0.01% | 38 | +7,807 | 3.79% | Q4 2025 | Feb 10, 2026 |
| Eley Financial Management, Inc | History | Added to | 205,654 | 10,375 | 3.73% | 3.72% | 39 | +5,292 | 2.64% | Q4 2025 | Feb 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 203,302 | 10,256 | 0.8% | 0.81% | 40 | -27,826 | -12.04% | Q4 2025 | Feb 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 155,317 | 7,835 | 0.37% | 0.46% | 41 | +451 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 155,186 | 7,829 | 0.27% | 0.28% | 42 | +6,990 | 4.72% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 152,329 | 7,685 | 0.03% | 0.03% | 43 | +1,189 | 0.79% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 150,256 | 7,580 | 0.09% | 0.09% | 44 | -54,589 | -26.65% | Q4 2025 | Feb 13, 2026 |
| Cosner Financial Group, LLC | History | Added to | 149,531 | 7,542 | 3.85% | 4.04% | 45 | +3,847 | 2.64% | Q4 2025 | Jan 30, 2026 |
| Mittelman Wealth Management | History | Added to | 147,643 | 7,448 | 4.84% | 4.8% | 46 | +5,382 | 3.78% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 144,309 | 7,280 | 0.03% | 0.03% | 47 | +80 | 0.06% | Q4 2025 | Jan 30, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 141,056 | 7,116 | 1.44% | 1.5% | 48 | -2,453 | -1.71% | Q4 2025 | Jan 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 138,986 | 7,011 | 0.02% | 0.0% | 49 | +117,807 | 556.24% | Q4 2025 | Feb 12, 2026 |
| Systelligence, LLC | History | New | 134,248 | 6,772 | 1.29% | — | 50 | +134,248 | New | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 123,272 | 6,219 | 0.01% | 0.02% | 51 | -60 | -0.05% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 120,774 | 6,093 | 0.0% | 0.0% | 52 | +41,768 | 52.87% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 118,754 | 5,991 | 0.04% | — | 53 | +118,754 | New | Q4 2025 | Jan 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 116,887 | 5,896 | 0.63% | 0.06% | 54 | +105,667 | 941.77% | Q4 2025 | Feb 18, 2026 |
| North Dakota State Investment Board | History | New | 111,002 | 5,600 | 0.21% | — | 55 | +111,002 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 109,467 | 5,522 | 0.11% | 0.11% | 56 | +2,592 | 2.43% | Q4 2025 | Jan 14, 2026 |
| MCF Advisors LLC | History | Added to | 107,958 | 5,446 | 0.3% | 0.29% | 57 | +17,126 | 18.85% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 107,967 | 5,446 | 0.12% | 0.02% | 58 | +2,812 | 2.67% | Q4 2025 | Feb 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 107,338 | 5,415 | 0.19% | 0.19% | 59 | +8,350 | 8.44% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 100,595 | 5,074 | 0.02% | 0.02% | 60 | -387 | -0.38% | Q4 2025 | Feb 18, 2026 |
| Shum Financial Group, Inc. | History | Added to | 98,223 | 4,955 | 3.57% | 3.74% | 61 | +963 | 0.99% | Q4 2025 | Jan 15, 2026 |
| ALLSTATE CORP | History | Added to | 96,842 | 4,885 | 0.07% | 0.07% | 62 | +38,888 | 67.1% | Q4 2025 | Feb 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 96,724 | 4,879 | 0.79% | 0.57% | 63 | +35,114 | 56.99% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 96,181 | 4,852 | 0.89% | 0.85% | 64 | +6,659 | 7.44% | Q4 2025 | Jan 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 95,539 | 4,819 | 0.01% | 0.01% | 65 | -1,294 | -1.34% | Q4 2025 | Feb 12, 2026 |
| CROBAN | History | Added to | 93,171 | 4,700 | 2.27% | 1.77% | 66 | +41,511 | 80.35% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 83,551 | 4,215 | 0.01% | 0.01% | 67 | +5,407 | 6.92% | Q4 2025 | Feb 05, 2026 |
| Thoma Capital Management LLC | History | Added to | 80,209 | 4,046 | 2.33% | 0.35% | 68 | +68,292 | 573.06% | Q4 2025 | Jan 08, 2026 |
| Maia Wealth LLC | History | Added to | 75,530 | 3,865 | 0.66% | 0.34% | 69 | +36,466 | 93.35% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 76,132 | 3,840 | 0.31% | 0.23% | 70 | +25,294 | 49.75% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 73,370 | 3,701 | 1.63% | 1.66% | 71 | -678 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 70,522 | 3,586 | 0.11% | — | 72 | +70,522 | New | Q4 2025 | Jan 23, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 62,439 | 3,150 | 0.26% | 0.29% | 73 | -3,331 | -5.06% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,772 | 3,065 | 0.02% | 0.02% | 74 | +5,658 | 10.27% | Q4 2025 | Jan 29, 2026 |
| KINTRA WEALTH, LLC | History | New | 60,678 | 3,061 | 0.43% | — | 75 | +60,678 | New | Q4 2025 | Feb 18, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 58,467 | 2,949 | 0.15% | 0.15% | 76 | +626 | 1.08% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,562 | 2,853 | 0.0% | 0.0% | 77 | +4,476 | 8.59% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 51,513 | 2,598 | 0.03% | 0.03% | 78 | -2,829 | -5.21% | Q4 2025 | Feb 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 51,348 | 2,590 | 1.28% | — | 79 | +51,348 | New | Q4 2025 | Feb 25, 2026 |
| Trajan Wealth LLC | History | Reduced | 49,269 | 2,485 | 0.1% | 0.11% | 80 | -379 | -0.76% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,709 | 2,003 | 0.0% | 0.0% | 81 | +11,562 | 41.08% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,727 | 1,802 | 0.01% | 0.01% | 82 | -25,485 | -41.63% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 34,531 | 1,742 | 0.01% | 0.01% | 83 | -8,492 | -19.74% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32,678 | 1,648 | 0.0% | 0.0% | 84 | -120 | -0.37% | Q4 2025 | Feb 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,886 | 1,608 | 0.0% | 0.0% | 85 | +5,213 | 19.54% | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 31,050 | 1,584 | 0.13% | 0.13% | 86 | +1,774 | 6.06% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 29,547 | 1,490 | 0.0% | — | 87 | +29,547 | New | Q4 2025 | Mar 25, 2026 |
| SOFI WEALTH, LLC | History | Added to | 29,317 | 1,479 | 0.07% | 0.07% | 88 | +4,332 | 17.34% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 29,122 | 1,478 | 0.0% | — | 89 | +29,122 | New | Q4 2025 | Feb 05, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 28,576 | 1,452 | 0.14% | 0.17% | 90 | -5,279 | -15.59% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,450 | 1,388 | 0.0% | 0.0% | 91 | +1,074 | 4.07% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,371 | 1,330 | 0.02% | 0.02% | 92 | +6,919 | 35.57% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 25,000 | 1,261 | 0.0% | 0.0% | 93 | -54,753 | -68.65% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | New | 24,233 | 1,222 | 0.07% | — | 94 | +24,233 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 24,026 | 1,212 | 0.08% | 0.09% | 95 | -1,358 | -5.35% | Q4 2025 | Feb 03, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 23,891 | 1,205 | 0.7% | 0.74% | 96 | -491 | -2.01% | Q4 2025 | Jan 27, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 23,319 | 1,176 | 1.17% | 1.17% | 97 | +2,162 | 10.22% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 22,848 | 1,152 | 0.0% | 0.0% | 98 | -1,823 | -7.39% | Q4 2025 | Jan 30, 2026 |
| RMR Capital Management, LLC | History | Reduced | 21,452 | 1,082 | 0.78% | 1.01% | 99 | -6,499 | -23.25% | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 20,995 | 1,059 | 0.2% | 0.24% | 100 | -866 | -3.96% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,277 | 972 | 0.01% | 0.0% | 101 | +4,110 | 27.1% | Q4 2025 | Feb 11, 2026 |
| Passumpsic Savings Bank | History | New | 19,168 | 967 | 0.53% | — | 102 | +19,168 | New | Q4 2025 | Feb 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 18,906 | 953 | 0.1% | 0.11% | 103 | -398 | -2.06% | Q4 2025 | Jan 29, 2026 |
| TrueMark Investments, LLC | History | Added to | 18,540 | 935 | 0.18% | 0.16% | 104 | +451 | 2.49% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,972 | 906 | 0.01% | 0.01% | 105 | +420 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 17,853 | 900 | 0.21% | 0.22% | 106 | -381 | -2.09% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,339 | 875 | 0.01% | 0.01% | 107 | +1,373 | 8.6% | Q4 2025 | Jan 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 17,343 | 874 | 0.16% | 0.16% | 108 | +547 | 3.26% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,549 | 834 | 0.0% | 0.0% | 109 | +1,120 | 7.26% | Q4 2025 | Mar 16, 2026 |
| Main Street Research LLC | History | Added to | 15,941 | 804 | 0.05% | 0.04% | 110 | +1,776 | 12.54% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,509 | 731 | 0.01% | 0.0% | 111 | +9,979 | 220.29% | Q4 2025 | Jan 23, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 14,315 | 722 | 0.0% | 0.0% | 112 | -4,253 | -22.9% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Added to | 14,163 | 714 | 0.16% | 0.01% | 113 | +13,665 | 2743.98% | Q4 2025 | Jan 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 14,150 | 713 | 0.11% | 0.05% | 114 | +9,763 | 222.54% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 13,949 | 704 | 0.0% | 0.0% | 115 | -4,086 | -22.66% | Q4 2025 | Jan 26, 2026 |
| FDx Advisors, Inc. | History | Reduced | 13,810 | 697 | 0.36% | 0.22% | 116 | -179 | -1.28% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 12,637 | 637 | 0.0% | 0.0% | 117 | +85 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,559 | 633 | 0.02% | 0.0% | 118 | +12,517 | 29802.38% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,059 | 608 | 0.01% | 0.01% | 119 | -13,570 | -52.95% | Q4 2025 | Feb 11, 2026 |
| Winter & Associates, Inc. | History | New | 12,059 | 608 | 0.56% | — | 120 | +12,059 | New | Q4 2025 | Feb 13, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 11,940 | 602 | 0.12% | 0.13% | 121 | +132 | 1.12% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 11,846 | 597 | 0.0% | 0.0% | 122 | +5,680 | 92.12% | Q4 2025 | Feb 17, 2026 |
| SAGE ADVISORS, LLC | History | New | 11,267 | 568 | 0.38% | — | 123 | +11,267 | New | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,067 | 558 | 0.01% | 0.01% | 124 | +228 | 2.1% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,583 | 533 | 0.01% | 0.01% | 125 | -8,397 | -44.24% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,379 | 523 | 0.0% | 0.0% | 126 | +5,843 | 128.81% | Q4 2025 | Feb 06, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 10,325 | 520 | 0.09% | 0.12% | 127 | -3,950 | -27.67% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,792 | 494 | 0.03% | 0.03% | 128 | -14 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,471 | 477 | 0.0% | 0.0% | 129 | +1,782 | 23.18% | Q4 2025 | Jan 29, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 9,386 | 473 | 0.27% | — | 130 | +9,386 | New | Q4 2025 | Mar 11, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 9,148 | 461 | 0.29% | 0.14% | 131 | +4,714 | 106.31% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,366 | 422 | 0.06% | — | 132 | +8,366 | New | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Reduced | 8,114 | 409 | 0.07% | 0.08% | 133 | -81 | -0.99% | Q4 2025 | Jan 14, 2026 |
| Heck Capital Advisors, LLC | History | New | 7,903 | 398 | 0.03% | — | 134 | +7,903 | New | Q4 2025 | Jan 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,789 | 392 | 0.0% | 0.0% | 135 | +553 | 7.64% | Q4 2025 | Jan 26, 2026 |
| NBT BANK N A /NY | History | No change | 7,755 | 391 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 7,577 | 382 | 0.07% | 0.08% | 137 | -285 | -3.63% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,299 | 368 | 0.0% | 0.0% | 138 | -545 | -6.95% | Q4 2025 | Feb 12, 2026 |
| KKM Financial LLC | History | Reduced | 7,220 | 364 | 0.06% | 0.12% | 139 | -200 | -2.7% | Q4 2025 | Feb 18, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 7,130 | 359 | 0.09% | 0.1% | 140 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 7,024 | 354 | 0.0% | 0.0% | 141 | -36 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Garner Asset Management Corp | History | New | 7,000 | 353 | 0.14% | — | 142 | +7,000 | New | Q4 2025 | Feb 03, 2026 |
| Israel Discount Bank of New York | History | Reduced | 6,896 | 347 | 0.94% | 3.35% | 143 | -15,075 | -68.61% | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 6,788 | 342 | 0.0% | — | 144 | +6,788 | New | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 6,725 | 339 | 0.01% | 0.01% | 145 | +88 | 1.33% | Q4 2025 | Jan 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 6,689 | 337 | 0.08% | 0.01% | 146 | +5,979 | 842.11% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 6,510 | 328 | 0.01% | 0.01% | 147 | +995 | 18.04% | Q4 2025 | Feb 19, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 5,846 | 295 | 0.07% | 0.07% | 148 | +98 | 1.7% | Q4 2025 | Feb 10, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 5,826 | 293 | 0.19% | 0.22% | 149 | -608 | -9.45% | Q4 2025 | Jan 28, 2026 |
| RHS Financial, LLC | History | Reduced | 5,798 | 292 | 0.14% | 0.44% | 150 | -10,839 | -65.15% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Added to | 5,714 | 288 | 0.01% | 0.01% | 151 | +1,453 | 34.1% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,521 | 279 | 0.01% | 0.01% | 152 | -176 | -3.09% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 5,523 | 278 | 0.0% | 0.0% | 153 | -1,345 | -19.58% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,301 | 267 | 0.0% | 0.0% | 154 | -117 | -2.16% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,082 | 258 | 0.01% | 0.02% | 155 | -735 | -12.64% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,103 | 257 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,093 | 256 | 0.01% | 0.01% | 157 | +85 | 1.7% | Q4 2025 | Feb 04, 2026 |
| INVESTED ADVISORS | History | New | 5,068 | 255 | 0.26% | — | 158 | +5,068 | New | Q4 2025 | Jan 26, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 5,036 | 254 | 0.13% | 0.2% | 159 | -2,183 | -30.24% | Q4 2025 | Jan 23, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 5,014 | 252 | 0.14% | — | 160 | +5,014 | New | Q4 2025 | Feb 17, 2026 |
| Peak Planning Group, LLC | History | New | 4,907 | 247 | 0.07% | — | 161 | +4,907 | New | Q4 2025 | Feb 13, 2026 |
| Farrell Financial LLC | History | New | 4,842 | 244 | 0.14% | — | 162 | +4,842 | New | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Added to | 4,720 | 238 | 0.01% | 0.0% | 163 | +780 | 19.8% | Q4 2025 | Feb 04, 2026 |
| Balefire, LLC | History | Reduced | 4,635 | 233 | 0.05% | 0.05% | 164 | -136 | -2.85% | Q4 2025 | Jan 12, 2026 |
| Patten Group, Inc. | History | Reduced | 4,590 | 231 | 0.04% | 0.06% | 165 | -1,190 | -20.59% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,425 | 223 | 0.0% | 0.01% | 166 | -376 | -7.83% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,399 | 221 | 0.02% | 0.02% | 167 | +398 | 9.95% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,362 | 220 | 0.0% | — | 168 | +4,362 | New | Q4 2025 | Jan 29, 2026 |
| Horizons Wealth Management | History | Added to | 4,283 | 216 | 0.14% | 0.13% | 169 | +689 | 19.17% | Q4 2025 | Jan 05, 2026 |
| GTS SECURITIES LLC | History | New | 4,090 | 206 | 0.01% | — | 170 | +4,090 | New | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,654 | 184 | 0.06% | 0.12% | 171 | -117 | -3.1% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | No change | 3,588 | 181 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,525 | 177 | 0.0% | 0.0% | 173 | -286 | -7.5% | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3,472 | 175 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 3,172 | 160 | 0.07% | 0.08% | 175 | -247 | -7.22% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,896 | 95 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,795 | 90 | 0.01% | — | 177 | +1,795 | New | Q4 2025 | Jan 22, 2026 |
| Signature Equity Partners, LLC | History | New | 1,749 | 88 | 0.05% | — | 178 | +1,749 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,595 | 80 | 0.01% | 0.0% | 179 | +978 | 158.51% | Q4 2025 | Feb 06, 2026 |
| DV Trading LLC | History | New | 1,500 | 75 | 0.0% | — | 180 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,259 | 63 | 0.02% | 0.06% | 181 | +111 | 9.67% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 963 | 48 | 0.01% | 0.01% | 182 | +16 | 1.69% | Q4 2025 | Jan 21, 2026 |
| Key Capital Management, INC | History | New | 722 | 36 | 0.04% | — | 184 | +722 | New | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 732 | 36 | 0.01% | 0.01% | 183 | -29 | -3.81% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 538 | 27 | 0.0% | — | 185 | +538 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 527 | 26 | 0.0% | 0.0% | 186 | +161 | 43.99% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 532 | 26 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 504 | 25 | 0.0% | 0.0% | 189 | +1 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 505 | 25 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 455 | 22 | 0.0% | — | 191 | +455 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 453 | 22 | 0.0% | — | 190 | +453 | New | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | New | 415 | 20 | 0.0% | — | 193 | +415 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | No change | 400 | 20 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 355 | 17 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 319 | 16 | 0.0% | 0.0% | 195 | +4 | 1.27% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 313 | 15 | 0.0% | 0.0% | 196 | +9 | 2.96% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 304 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 260 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Lummis Asset Management, LP | History | New | 239 | 12 | 0.01% | — | 199 | +239 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 231 | 11 | 0.0% | 0.0% | 200 | -183 | -44.2% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | No change | 230 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GROUP ONE TRADING LLC | History | New | 200 | 10 | 0.0% | — | 202 | +200 | New | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 200 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 170 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Park Square Financial Group, LLC | History | Added to | 161 | 7 | 0.04% | 0.03% | 207 | +26 | 19.26% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | No change | 147 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 136 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Added to | 111 | 5 | 0.0% | 0.0% | 210 | +3 | 2.78% | Q4 2025 | Feb 12, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 100 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | New | 94 | 4 | 0.0% | — | 213 | +94 | New | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 95 | 4 | 0.0% | 0.0% | 212 | +14 | 17.28% | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 84 | 4 | 0.0% | 0.0% | 214 | +1 | 1.2% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 80 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 72 | 3 | 0.0% | — | 215 | +72 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 52 | 2 | 0.0% | — | 216 | +44 | 550.0% | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 31 | 2 | 0.0% | — | 219 | +31 | New | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 46 | 2 | 0.0% | — | 218 | +29 | 170.59% | Q4 2025 | Feb 04, 2026 |
| Noble Wealth Management PBC | History | No change | 50 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 34 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 26 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 33 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -159,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -39,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.01% | — | -22,276 | -100.0% | Q3 2025 | Dec 17, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,065 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sage Advisory Services, Ltd.Co. | History | Closed out | 0 | 0 | — | 0.18% | — | -6,532 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,618 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ipsen Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,604 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,271 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,083 | -100.0% | Q3 2025 | Nov 18, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 12, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Game Plan Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Advocates LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |