iSHARES TRUST - IGRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 786,360 | 65,086 | 0.0% | 0.0% | 1 | +52,679 | 7.18% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 713,385 | 59,046 | 0.09% | 0.08% | 2 | +14,368 | 2.06% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 654,069 | 54,137 | 0.0% | 0.0% | 3 | -150,729 | -18.73% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 461,166 | 38,170 | 0.01% | 0.02% | 4 | -392,105 | -45.95% | Q4 2025 | Feb 11, 2026 |
| AJ Advisors, LLC | History | Added to | 429,277 | 35,531 | 13.12% | 13.22% | 5 | +23,846 | 5.88% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 421,078 | 34,852 | 0.01% | 0.0% | 6 | +267,147 | 173.55% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 396,649 | 32,830 | 0.04% | 0.05% | 7 | -59,653 | -13.07% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 218,764 | 18,107 | 0.0% | 0.0% | 8 | -21,150 | -8.82% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 188,548 | 15,606 | 0.04% | 0.03% | 9 | +5,862 | 3.21% | Q4 2025 | Feb 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 167,855 | 13,893 | 0.58% | 0.53% | 10 | +11,973 | 7.68% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 167,647 | 13,876 | 0.88% | 0.94% | 11 | -10,227 | -5.75% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 149,024 | 12,334 | 0.81% | 0.78% | 12 | +5,909 | 4.13% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 138,311 | 11,448 | 0.13% | 0.13% | 13 | +31 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 136,047 | 11,260 | 0.47% | 0.53% | 14 | +1,243 | 0.92% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 132,940 | 11,003 | 0.0% | 0.0% | 15 | -58,968 | -30.73% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 119,943 | 9,927 | 0.07% | 0.07% | 16 | +15,303 | 14.62% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 115,044 | 9,558 | 0.02% | 0.02% | 17 | +324 | 0.28% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | New | 113,345 | 9,381 | 0.9% | — | 18 | +113,345 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 104,108 | 8,616 | 0.01% | 0.04% | 19 | -351,514 | -77.15% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 98,893 | 8,185 | 0.02% | 0.03% | 20 | -18,657 | -15.87% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 92,887 | 7,688 | 0.0% | 0.01% | 21 | -550,855 | -85.57% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 87,850 | 7,271 | 0.04% | 0.0% | 22 | +87,490 | 24302.78% | Q4 2025 | Feb 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 85,602 | 7,085 | 0.16% | 0.18% | 23 | -9,160 | -9.67% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 85,048 | 7,039 | 1.82% | 1.68% | 24 | +6,875 | 8.79% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,913 | 7,028 | 0.04% | 0.05% | 25 | -31,834 | -27.27% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 82,622 | 6,838 | 1.02% | 1.03% | 26 | -3,888 | -4.49% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Added to | 82,479 | 6,826 | 0.89% | 0.86% | 27 | +4,630 | 5.95% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 81,375 | 6,735 | 1.17% | 1.12% | 28 | +4,035 | 5.22% | Q4 2025 | Jan 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 73,942 | 6,602 | 6.44% | — | 29 | +73,942 | New | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Added to | 75,307 | 6,233 | 3.4% | 3.53% | 30 | +1,245 | 1.68% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 73,057 | 6,046 | 0.01% | 0.01% | 31 | +1,189 | 1.65% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,714 | 6,018 | 0.01% | 0.01% | 32 | -1,059 | -1.44% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 72,130 | 5,970 | 0.13% | 0.12% | 33 | +1,438 | 2.03% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 71,570 | 5,923 | 0.0% | 0.0% | 34 | +3,175 | 4.64% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,003 | 5,795 | 0.0% | — | 35 | +70,003 | New | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 57,838 | 4,936 | 0.16% | 0.2% | 36 | -15,772 | -21.43% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 58,545 | 4,845 | 0.01% | 0.01% | 37 | +2,972 | 5.35% | Q4 2025 | Mar 16, 2026 |
| ADG Wealth Management Group, LLC | History | Reduced | 58,218 | 4,818 | 3.65% | 3.7% | 38 | -291 | -0.5% | Q4 2025 | Jan 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 56,821 | 4,703 | 0.19% | 0.2% | 39 | -2,846 | -4.77% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 49,229 | 4,074 | 0.0% | 0.01% | 40 | +50 | 0.1% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,519 | 3,767 | 0.01% | 0.02% | 41 | -41,983 | -47.98% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 45,067 | 3,730 | 0.25% | 0.24% | 42 | +854 | 1.93% | Q4 2025 | Feb 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 44,287 | 3,665 | 0.04% | 0.04% | 43 | +2,864 | 6.91% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,165 | 3,655 | 0.0% | 0.0% | 44 | +5,655 | 14.68% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 43,562 | 3,605 | 0.09% | 0.1% | 45 | -7,901 | -15.35% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 41,041 | 3,396 | 0.55% | 0.57% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 40,350 | 3,339 | 0.05% | 0.41% | 47 | -229,368 | -85.04% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 39,236 | 3,247 | 0.05% | 0.05% | 48 | -1,616 | -3.96% | Q4 2025 | Jan 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 38,240 | 3,165 | 0.18% | 0.16% | 49 | -142 | -0.37% | Q4 2025 | Feb 06, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 37,340 | 3,090 | 0.14% | 0.13% | 50 | -1,255 | -3.25% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,248 | 3,083 | 0.0% | — | 51 | +37,248 | New | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Added to | 37,117 | 3,072 | 0.32% | 0.32% | 52 | +157 | 0.42% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 30,438 | 2,519 | 0.08% | 0.08% | 53 | +2,977 | 10.84% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,415 | 2,517 | 0.01% | 0.0% | 54 | +20,083 | 194.38% | Q4 2025 | Feb 13, 2026 |
| Goepper Burkhardt LLC | History | Added to | 30,410 | 2,517 | 0.82% | 0.48% | 55 | +12,708 | 71.79% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | No change | 28,601 | 2,367 | 0.32% | 0.31% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 27,721 | 2,294 | 0.0% | 0.0% | 57 | +17 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 26,561 | 2,198 | 0.23% | 0.21% | 58 | +2,807 | 11.82% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 26,465 | 2,190 | 0.02% | 0.01% | 59 | +2,118 | 8.7% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 25,887 | 2,190 | 0.49% | 0.54% | 60 | -1,714 | -6.21% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 25,556 | 2,116 | 0.06% | 0.05% | 61 | +4,981 | 24.21% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 25,262 | 2,090 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 23,848 | 1,973 | 0.15% | 0.15% | 63 | -866 | -3.5% | Q4 2025 | Jan 16, 2026 |
| Westfuller Advisors, LLC | History | Added to | 22,165 | 1,834 | 0.74% | 0.8% | 64 | +134 | 0.61% | Q4 2025 | Jan 21, 2026 |
| LifeGoal Investments, LLC | History | Added to | 20,342 | 1,762 | 1.17% | 1.09% | 65 | +3,894 | 23.67% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,425 | 1,690 | 0.0% | 0.0% | 66 | +2,012 | 10.93% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 19,731 | 1,633 | 0.08% | 0.08% | 67 | +29 | 0.15% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,569 | 1,619 | 0.0% | — | 68 | +19,569 | New | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Reduced | 19,422 | 1,607 | 0.0% | 0.0% | 69 | -247 | -1.26% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 17,325 | 1,433 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,798 | 1,390 | 0.01% | 0.01% | 71 | +1,568 | 10.3% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,594 | 1,290 | 0.0% | 0.0% | 72 | -244 | -1.54% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,439 | 1,195 | 0.02% | 0.02% | 73 | +243 | 1.71% | Q4 2025 | Feb 09, 2026 |
| Family Capital Management, Inc. | History | Added to | 14,295 | 1,183 | 0.53% | 0.51% | 74 | +788 | 5.83% | Q4 2025 | Jan 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 12,749 | 1,140 | 0.34% | 0.34% | 75 | +66 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 13,727 | 1,136 | 0.05% | — | 76 | +13,727 | New | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 13,253 | 1,096 | 0.02% | 0.02% | 77 | +782 | 6.27% | Q4 2025 | Jan 28, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 13,229 | 1,094 | 0.18% | 0.18% | 78 | +863 | 6.98% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 12,846 | 1,063 | 0.1% | 0.11% | 79 | -74 | -0.57% | Q4 2025 | Jan 30, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 12,589 | 1,041 | 0.32% | 0.33% | 80 | -172 | -1.35% | Q4 2025 | Jan 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 12,215 | 1,011 | 0.25% | 0.2% | 81 | +2,536 | 26.2% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,998 | 993 | 0.0% | 0.0% | 82 | +1,489 | 14.17% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 11,941 | 988 | 0.11% | 0.1% | 83 | +444 | 3.86% | Q4 2025 | Jan 21, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,758 | 973 | 0.23% | 0.21% | 84 | +333 | 2.91% | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 11,735 | 971 | 0.07% | 0.13% | 85 | -10,563 | -47.37% | Q4 2025 | Feb 10, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 11,355 | 939 | 0.52% | 0.5% | 86 | +202 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Planning LLC | History | Added to | 10,594 | 876 | 0.27% | 0.26% | 87 | +12 | 0.11% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,569 | 874 | 0.01% | 0.01% | 88 | -1,484 | -12.31% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,378 | 858 | 0.01% | 0.01% | 89 | -213 | -2.01% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,365 | 857 | 0.0% | 0.0% | 90 | +1,122 | 12.14% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,115 | 837 | 0.0% | 0.0% | 91 | +7,448 | 279.27% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 10,000 | 827 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,975 | 825 | 0.0% | 0.0% | 93 | +3,948 | 65.51% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 9,882 | 818 | 0.03% | 0.26% | 94 | -70,932 | -87.77% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 9,478 | 784 | 0.09% | — | 95 | +9,478 | New | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,318 | 771 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 9,156 | 757 | 0.21% | 0.22% | 97 | +44 | 0.48% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 8,854 | 733 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,349 | 691 | 0.02% | 0.01% | 99 | +5,791 | 226.39% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 7,984 | 660 | 0.03% | — | 100 | +7,984 | New | Q4 2025 | Jan 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,853 | 650 | 0.23% | 0.51% | 101 | -9,525 | -54.81% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,777 | 643 | 0.0% | 0.0% | 102 | -1,276 | -14.09% | Q4 2025 | Feb 17, 2026 |
| Aspect Partners, LLC | History | No change | 7,688 | 636 | 0.28% | 0.28% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 7,651 | 633 | 0.04% | 0.04% | 104 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 7,413 | 613 | 0.56% | — | 105 | +7,413 | New | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 7,056 | 584 | 0.04% | 0.04% | 106 | -2 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 7,002 | 579 | 0.3% | 0.3% | 107 | +45 | 0.65% | Q4 2025 | Jan 29, 2026 |
| Human Investing LLC | History | Added to | 6,875 | 569 | 0.08% | 0.08% | 108 | +172 | 2.57% | Q4 2025 | Jan 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,860 | 567 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,500 | 538 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,156 | 509 | 0.0% | 0.0% | 111 | +393 | 6.82% | Q4 2025 | Feb 18, 2026 |
| John W. Brooker & Co., CPAs | History | New | 6,092 | 504 | 0.9% | — | 112 | +6,092 | New | Q4 2025 | Jan 13, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,777 | 478 | 0.08% | 0.09% | 113 | -893 | -13.39% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | New | 5,691 | 471 | 0.01% | — | 114 | +5,691 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,671 | 469 | 0.01% | 0.01% | 115 | -313 | -5.23% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,661 | 468 | 0.01% | 0.01% | 116 | +1,169 | 26.02% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,595 | 463 | 0.12% | 0.12% | 117 | +31 | 0.56% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,307 | 439 | 0.0% | — | 118 | +5,307 | New | Q4 2025 | Feb 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 5,257 | 435 | 0.09% | 0.09% | 119 | -13 | -0.25% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,213 | 431 | 0.0% | 0.02% | 120 | -19,500 | -78.91% | Q4 2025 | Jan 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,167 | 427 | 0.03% | 0.07% | 121 | -9,658 | -65.15% | Q4 2025 | Jan 20, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,115 | 423 | 0.31% | 0.31% | 122 | -64 | -1.24% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,015 | 415 | 0.0% | 0.0% | 123 | +1,711 | 51.79% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 4,982 | 412 | 0.01% | 0.01% | 124 | +65 | 1.32% | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | New | 4,937 | 408 | 0.01% | — | 125 | +4,937 | New | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,917 | 406 | 0.0% | 0.0% | 126 | +144 | 3.02% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,787 | 396 | 0.04% | 0.04% | 127 | -432 | -8.28% | Q4 2025 | Feb 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 4,643 | 384 | 0.13% | 0.14% | 128 | -294 | -5.96% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,538 | 375 | 0.01% | 0.01% | 129 | +96 | 2.16% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Added to | 4,519 | 374 | 0.04% | 0.04% | 130 | +535 | 13.43% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | No change | 4,439 | 368 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 4,286 | 354 | 0.06% | 0.07% | 132 | -815 | -15.98% | Q4 2025 | Jan 20, 2026 |
| Second Line Capital, LLC | History | Reduced | 4,244 | 351 | 0.07% | 0.07% | 133 | -72 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,233 | 350 | 0.0% | 0.01% | 134 | -9,078 | -68.2% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,188 | 346 | 0.02% | 0.03% | 136 | -1,050 | -20.05% | Q4 2025 | Feb 03, 2026 |
| Probity Advisors, Inc. | History | Added to | 4,192 | 346 | 0.06% | 0.05% | 135 | +125 | 3.07% | Q4 2025 | Jan 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 3,835 | 317 | 0.02% | 0.02% | 137 | +620 | 19.28% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,726 | 308 | 0.01% | 0.02% | 138 | -388 | -9.43% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,653 | 302 | 0.02% | 0.03% | 139 | -1,375 | -27.35% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | No change | 3,622 | 299 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,586 | 296 | 0.04% | 0.04% | 141 | -68 | -1.86% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,573 | 295 | 0.0% | 0.0% | 143 | +367 | 11.45% | Q4 2025 | Feb 10, 2026 |
| Harfst & Associates, Inc. | History | Added to | 3,568 | 295 | 0.05% | 0.05% | 142 | +22 | 0.62% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,538 | 292 | 0.0% | 0.02% | 144 | -53,212 | -93.77% | Q4 2025 | Feb 06, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,516 | 291 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Occidental Asset Management, LLC | History | No change | 3,525 | 291 | 0.03% | 0.04% | 146 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 3,359 | 278 | 0.08% | 0.07% | 147 | +3 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,257 | 269 | 0.0% | 0.0% | 148 | +30 | 0.93% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,165 | 261 | 0.01% | 0.01% | 149 | -796 | -20.1% | Q4 2025 | Jan 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 3,075 | 254 | 0.01% | 0.01% | 150 | +200 | 6.96% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 3,003 | 248 | 0.0% | 0.02% | 151 | -90,946 | -96.8% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | New | 2,940 | 243 | 0.07% | — | 152 | +2,940 | New | Q4 2025 | Jan 08, 2026 |
| Waterloo Capital, L.P. | History | Added to | 2,858 | 236 | 0.02% | 0.02% | 153 | +8 | 0.28% | Q4 2025 | Feb 10, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | New | 2,781 | 230 | 0.03% | — | 154 | +2,781 | New | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 2,777 | 229 | 0.0% | 0.0% | 155 | +183 | 7.05% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 2,746 | 227 | 0.03% | — | 156 | +2,746 | New | Q4 2025 | Feb 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 2,735 | 226 | 0.03% | — | 157 | +2,735 | New | Q4 2025 | Jan 14, 2026 |
| McLean Asset Management Corp | History | Reduced | 2,609 | 221 | 0.04% | 0.05% | 158 | -191 | -6.82% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,569 | 212 | 0.0% | 0.01% | 159 | -735 | -22.25% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | New | 2,528 | 209 | 0.0% | — | 160 | +2,528 | New | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 2,521 | 208 | 0.02% | — | 161 | +2,521 | New | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | New | 2,425 | 200 | 0.02% | — | 163 | +2,425 | New | Q4 2025 | Jan 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,423 | 200 | 0.01% | 0.01% | 162 | -611 | -20.14% | Q4 2025 | Feb 10, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,374 | 196 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,959 | 162 | 0.1% | — | 165 | +1,959 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,944 | 160 | 0.0% | 0.0% | 166 | +8 | 0.41% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,836 | 151 | 0.0% | 0.0% | 167 | -804 | -30.45% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,726 | 142 | 0.0% | 0.0% | 168 | +106 | 6.54% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,596 | 132 | 0.01% | 0.01% | 169 | -170 | -9.63% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,541 | 127 | 0.01% | 0.01% | 170 | +696 | 82.37% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 1,351 | 111 | 0.02% | — | 171 | +1,351 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | New | 1,275 | 105 | 0.0% | — | 172 | +1,275 | New | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 1,044 | 86 | 0.0% | — | 173 | +1,044 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 915 | 75 | 0.0% | 0.0% | 174 | +592 | 183.28% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 870 | 72 | 0.0% | 0.0% | 175 | +303 | 53.44% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 875 | 72 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 789 | 65 | 0.01% | 0.01% | 177 | +64 | 8.83% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 768 | 63 | 0.0% | 0.0% | 178 | -78,244 | -99.03% | Q4 2025 | Feb 12, 2026 |
| Imprint Wealth LLC | History | Reduced | 723 | 59 | 0.28% | 0.75% | 179 | -2,222 | -75.45% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 629 | 52 | 0.0% | 0.0% | 180 | +4 | 0.64% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 622 | 51 | 0.0% | 0.0% | 181 | -139 | -18.27% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 490 | 40 | 0.01% | — | 182 | +490 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 455 | 37 | 0.0% | 0.0% | 183 | -3,812 | -89.34% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 380 | 31 | 0.0% | 0.0% | 184 | -529 | -58.2% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 375 | 31 | 0.0% | 0.0% | 185 | +317 | 546.55% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 353 | 29 | 0.0% | 0.0% | 186 | +1 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 314 | 25 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 300 | 24 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 275 | 22 | 0.0% | 0.0% | 189 | -50 | -15.38% | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | Added to | 235 | 19 | 0.01% | 0.01% | 190 | +1 | 0.43% | Q4 2025 | Jan 09, 2026 |
| Spire Wealth Management | History | Reduced | 205 | 16 | 0.0% | 0.0% | 191 | -3 | -1.44% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | New | 151 | 12 | 0.0% | — | 192 | +151 | New | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 135 | 11 | 0.0% | 0.0% | 193 | +1 | 0.75% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 128 | 10 | 0.0% | 0.0% | 194 | -1,089 | -89.48% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 64 | 5 | 0.0% | — | 196 | +64 | New | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 58 | 4 | 0.0% | — | 198 | +58 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | New | 50 | 4 | 0.0% | — | 197 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Providence Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | New | 8 | 1 | 0.0% | — | 201 | +8 | New | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -41,110 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -32,585 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -24,023 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,799 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,128 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,244 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,168 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SigFig Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,896 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -3,845 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,424 | -100.0% | Q3 2025 | Nov 10, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,171 | -100.0% | Q3 2025 | Oct 15, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,891 | -100.0% | Q3 2025 | Nov 05, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,677 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,425 | -100.0% | Q3 2025 | Nov 24, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,362 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,362 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -211 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EASTERN BANK | History | Reduced | 5 | 0 | — | 0.0% | — | -45 | -90.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Allworth Financial LP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |