iSHARES TRUST - IGOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 1,431,301 | 59,628 | 0.04% | 0.04% | 1 | +135,347 | 10.44% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 617,443 | 25,722 | 1.31% | 1.28% | 2 | +41,370 | 7.18% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 484,229 | 20,172 | 0.0% | 0.0% | 3 | +61,362 | 14.51% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 329,024 | 13,707 | 0.26% | 0.22% | 4 | +73,318 | 28.67% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 268,837 | 11,199 | 0.25% | 0.07% | 5 | -167,756 | -38.42% | Q4 2025 | Feb 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 251,226 | 10,466 | 0.0% | 0.0% | 6 | -1,664 | -0.66% | Q4 2025 | Feb 18, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 250,449 | 10,440 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 248,737 | 10,362 | 1.12% | 1.17% | 8 | -3,311 | -1.31% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 237,641 | 9,900 | 0.0% | 0.0% | 9 | +130,725 | 122.27% | Q4 2025 | Feb 11, 2026 |
| Aspect Partners, LLC | History | New | 191,150 | 7,963 | 3.49% | — | 10 | +191,150 | New | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 187,946 | 7,829 | 0.0% | 0.0% | 11 | -11,187 | -5.62% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 183,077 | 7,626 | 0.0% | 0.0% | 12 | -82,760 | -31.13% | Q4 2025 | Feb 17, 2026 |
| Avos Capital Management, LLC | History | Added to | 182,842 | 7,617 | 3.33% | 3.53% | 13 | +5,369 | 3.03% | Q4 2025 | Feb 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 180,788 | 7,531 | 4.22% | 4.21% | 14 | +7,813 | 4.52% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 179,518 | 7,478 | 0.77% | 0.97% | 15 | -31,653 | -14.99% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 168,179 | 7,006 | 0.0% | — | 16 | +168,179 | New | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 153,303 | 6,386 | 0.76% | 0.78% | 17 | +9,752 | 6.79% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 152,811 | 6,366 | 0.0% | 0.0% | 18 | +44,604 | 41.22% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 147,020 | 6,124 | 0.04% | 0.01% | 19 | +130,762 | 804.29% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 145,306 | 6,053 | 0.0% | 0.0% | 20 | -29,096 | -16.68% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 132,640 | 5,525 | 0.0% | 0.0% | 21 | +5,931 | 4.68% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 123,713 | 5,153 | 0.01% | 0.01% | 22 | +1,481 | 1.21% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 121,092 | 5,044 | 0.0% | 0.0% | 23 | +22,633 | 22.99% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 113,424 | 4,725 | 0.0% | — | 24 | +113,424 | New | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 112,825 | 4,700 | 0.0% | 0.0% | 25 | -26,210 | -18.85% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 111,409 | 4,641 | 0.0% | 0.0% | 26 | -162,383 | -59.31% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 104,319 | 4,345 | 0.0% | 0.0% | 27 | +60,110 | 135.97% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 97,607 | 4,066 | 0.02% | 0.02% | 28 | +17,614 | 22.02% | Q4 2025 | Jan 26, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 80,188 | 3,340 | 1.63% | 1.64% | 29 | +2,216 | 2.84% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 78,065 | 3,252 | 0.0% | 0.0% | 30 | +27,605 | 54.71% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 77,953 | 3,247 | 0.06% | 0.06% | 31 | +9,485 | 13.85% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 77,637 | 3,234 | 0.05% | 0.06% | 32 | +7,372 | 10.49% | Q4 2025 | Mar 12, 2026 |
| DMC Group, LLC | History | Added to | 77,210 | 3,216 | 2.15% | 1.34% | 33 | +31,663 | 69.52% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 73,077 | 3,044 | 0.17% | 0.18% | 34 | -11,875 | -13.98% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 71,506 | 2,978 | 0.05% | 0.05% | 35 | +397 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 70,969 | 2,956 | 0.05% | 0.04% | 36 | -1,284 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Added to | 66,705 | 2,778 | 0.3% | 0.23% | 37 | +18,358 | 37.97% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 60,265 | 2,511 | 0.0% | 0.0% | 38 | +11,861 | 24.5% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 57,040 | 2,376 | 0.67% | 0.76% | 39 | -6,941 | -10.85% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 54,478 | 2,269 | 0.0% | 0.0% | 40 | +7,039 | 14.84% | Q4 2025 | Feb 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 54,185 | 2,257 | 0.12% | 0.12% | 41 | +200 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 52,829 | 2,200 | 0.02% | — | 42 | +52,829 | New | Q4 2025 | Feb 17, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 48,868 | 2,068 | 0.23% | 0.23% | 43 | +4,264 | 9.56% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | New | 46,459 | 1,935 | 0.0% | — | 44 | +46,459 | New | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 43,388 | 1,807 | 0.0% | 0.0% | 45 | +11,771 | 37.23% | Q4 2025 | Feb 17, 2026 |
| Israel Discount Bank of New York | History | Added to | 40,456 | 1,685 | 4.58% | 1.52% | 46 | +28,360 | 234.46% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 37,243 | 1,551 | 0.0% | 0.0% | 47 | +2,569 | 7.41% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 36,565 | 1,523 | 0.0% | 0.0% | 48 | -26 | -0.07% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 33,517 | 1,396 | 0.0% | 0.0% | 49 | -35,223 | -51.24% | Q4 2025 | Mar 25, 2026 |
| PFG Advisors | History | Added to | 32,579 | 1,357 | 0.07% | 0.03% | 50 | +14,055 | 75.87% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,427 | 1,267 | 0.0% | 0.0% | 51 | +589 | 1.97% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 30,340 | 1,263 | 0.0% | — | 52 | +30,340 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 30,206 | 1,257 | 0.01% | 0.01% | 53 | +9,428 | 45.37% | Q4 2025 | Jan 27, 2026 |
| Haven Private, LLC | History | Added to | 28,745 | 1,197 | 0.52% | 0.48% | 54 | +3,012 | 11.7% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 28,315 | 1,179 | 0.0% | 0.0% | 55 | +3,168 | 12.6% | Q4 2025 | Feb 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 27,484 | 1,144 | 0.53% | 0.67% | 56 | -4,880 | -15.08% | Q4 2025 | Jan 15, 2026 |
| Net Worth Advisory Group | History | Added to | 26,722 | 1,113 | 0.23% | 0.1% | 57 | +18,960 | 244.27% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,582 | 1,024 | 0.0% | 0.0% | 58 | -5,578 | -18.49% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 22,275 | 927 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 20,547 | 855 | 0.0% | 0.0% | 60 | +20,057 | 4093.27% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,057 | 836 | 0.0% | 0.0% | 61 | -9,478 | -32.09% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,842 | 784 | 0.01% | 0.01% | 62 | +2,489 | 15.22% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 18,415 | 767 | 0.0% | 0.0% | 63 | -1,307 | -6.63% | Q4 2025 | Feb 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 18,134 | 755 | 0.51% | 0.57% | 64 | -1,199 | -6.2% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,960 | 706 | 0.02% | 0.02% | 65 | -445 | -2.56% | Q4 2025 | Feb 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 16,512 | 687 | 0.42% | 0.38% | 66 | +2,390 | 16.92% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,167 | 673 | 0.0% | 0.0% | 67 | -68,388 | -80.88% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,010 | 666 | 0.01% | 0.01% | 68 | +2,067 | 14.82% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 15,839 | 659 | 0.01% | 0.02% | 69 | +709 | 4.69% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 15,733 | 655 | 0.0% | 0.0% | 70 | -1,135 | -6.73% | Q4 2025 | Feb 19, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 15,542 | 647 | 0.15% | 0.11% | 71 | +4,864 | 45.55% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 15,513 | 646 | 0.11% | 0.12% | 72 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Reduced | 14,556 | 606 | 0.0% | 0.0% | 73 | -3,122 | -17.66% | Q4 2025 | Feb 13, 2026 |
| Old Peak Finance LLC | History | New | 14,086 | 586 | 0.36% | — | 74 | +14,086 | New | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 13,728 | 571 | 0.0% | — | 75 | +13,728 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,661 | 569 | 0.0% | 0.0% | 76 | +8,134 | 147.17% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 13,546 | 564 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 13,358 | 556 | 0.0% | — | 78 | +13,358 | New | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,194 | 549 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,796 | 533 | 0.0% | 0.0% | 80 | +819 | 6.84% | Q4 2025 | Feb 10, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 12,370 | 515 | 0.05% | 0.05% | 81 | -261 | -2.07% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | New | 11,154 | 464 | 0.01% | — | 82 | +11,154 | New | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 10,473 | 436 | 0.0% | — | 83 | +10,473 | New | Q4 2025 | Jan 16, 2026 |
| Obsido Oy | History | Reduced | 10,145 | 422 | 0.26% | 0.36% | 84 | -2,644 | -20.67% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,035 | 418 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | New | 9,684 | 403 | 0.0% | — | 86 | +9,684 | New | Q4 2025 | Feb 17, 2026 |
| VERITY Wealth Advisors | History | No change | 9,601 | 399 | 0.25% | 0.26% | 87 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,328 | 388 | 0.01% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 9,033 | 376 | 0.28% | 0.33% | 89 | -1,073 | -10.62% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,358 | 348 | 0.0% | 0.0% | 90 | -1,191 | -12.47% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 8,329 | 346 | 0.01% | 0.02% | 91 | -17,176 | -67.34% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 7,630 | 317 | 0.0% | 0.0% | 92 | +23 | 0.3% | Q4 2025 | Jan 29, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 7,245 | 301 | 0.09% | 0.25% | 93 | -12,649 | -63.58% | Q4 2025 | Feb 11, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 6,643 | 277 | 0.05% | 0.06% | 94 | -836 | -11.18% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,613 | 275 | 0.0% | 0.0% | 95 | -14,011 | -67.94% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | No change | 6,027 | 251 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 5,937 | 247 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | Added to | 5,647 | 235 | 0.12% | 0.02% | 98 | +4,824 | 586.15% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,638 | 234 | 0.04% | 0.0% | 99 | +2 | 0.04% | Q4 2025 | Mar 04, 2026 |
| HB Wealth Management, LLC | History | No change | 5,373 | 223 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ground Swell Capital, LLC | History | New | 5,334 | 222 | 0.46% | — | 101 | +5,334 | New | Q4 2025 | Feb 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 5,310 | 221 | 0.0% | 0.0% | 102 | -3,622 | -40.55% | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | New | 5,300 | 220 | 0.02% | — | 103 | +5,300 | New | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 5,119 | 213 | 0.0% | 0.0% | 104 | -143 | -2.72% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,057 | 211 | 0.0% | 0.0% | 105 | -6,199 | -55.07% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,862 | 203 | 0.01% | 0.0% | 106 | +4,633 | 2023.14% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,832 | 201 | 0.03% | — | 107 | +4,832 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 3,275 | 136 | 0.01% | — | 108 | +3,275 | New | Q4 2025 | Mar 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,247 | 135 | 0.0% | 0.0% | 109 | -345 | -9.6% | Q4 2025 | Feb 03, 2026 |
| Quattro Advisors LLC | History | New | 2,991 | 124 | 0.1% | — | 110 | +2,991 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 2,257 | 94 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | No change | 1,200 | 49 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,065 | 44 | 0.0% | — | 113 | +1,065 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 861 | 36 | 0.01% | 0.01% | 114 | +11 | 1.29% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 846 | 35 | 0.0% | 0.0% | 115 | +11 | 1.32% | Q4 2025 | Mar 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 839 | 34 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 779 | 32 | 0.0% | — | 117 | +779 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 584 | 24 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 560 | 23 | 0.02% | — | 119 | +560 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 518 | 21 | 0.0% | 0.0% | 120 | +426 | 463.04% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 503 | 20 | 0.0% | — | 121 | +503 | New | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 420 | 17 | 0.02% | — | 122 | +420 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 371 | 15 | 0.0% | 0.02% | 123 | -1,037 | -73.65% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 241 | 10 | 0.0% | 0.0% | 124 | +94 | 63.95% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | No change | 249 | 10 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | New | 239 | 9 | 0.0% | — | 127 | +239 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 238 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 210 | 8 | 0.0% | 0.0% | 128 | -33 | -13.58% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 196 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | New | 186 | 7 | 0.0% | — | 130 | +186 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 174 | 7 | 0.0% | — | 131 | +174 | New | Q4 2025 | Jan 21, 2026 |
| Bangor Savings Bank | History | No change | 150 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 140 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | New | 88 | 3 | 0.0% | — | 134 | +88 | New | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 78 | 3 | 0.0% | — | 135 | +78 | New | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 36 | 1 | 0.0% | — | 137 | +36 | New | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -138,631 | -100.0% | Q3 2025 | Oct 06, 2025 |
| BROWN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -74,272 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,495 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -9,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NBT BANK N A /NY | History | Reduced | 42 | 0 | — | 0.02% | — | -7,271 | -99.43% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,976 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,679 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,406 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,410 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -933 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -19 | -65.52% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -10 | -55.56% | Q4 2025 | Jan 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |