iSHARES TRUST - IHAK
Detailed investor-level table based on 13F positions.
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 | Reduced | 1,811,495 | 87,169 | 0.01% | 0.01% | 1 | -35,415 | -1.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 394,121 | 18,965 | 0.0% | 0.0% | 2 | -23,005 | -5.52% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 330,584 | 15,907 | 0.0% | 0.01% | 3 | -9,385 | -2.76% | Q4 2025 | Feb 11, 2026 |
| Wharton Business Group, LLC | History | Reduced | 306,385 | 14,743 | 0.56% | 0.71% | 4 | -5,315 | -1.71% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 299,688 | 14,420 | 0.0% | 0.0% | 5 | -1,121 | -0.37% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 165,997 | 7,987 | 0.03% | 0.03% | 6 | +12,468 | 8.12% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 136,243 | 6,555 | 0.0% | — | 7 | +136,243 | New | Q4 2025 | Feb 17, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Reduced | 117,569 | 5,657 | 1.83% | 5.48% | 8 | -201,730 | -63.18% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,603 | 5,419 | 0.01% | 0.01% | 9 | -44,058 | -28.12% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 101,079 | 4,863 | 1.07% | 1.21% | 10 | -194 | -0.19% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 95,245 | 4,583 | 0.0% | 0.0% | 11 | -7,188 | -7.02% | Q4 2025 | Feb 17, 2026 |
| Nelson Capital Management, LLC | History | Added to | 94,266 | 4,536 | 0.53% | 0.58% | 12 | +1,439 | 1.55% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 88,948 | 4,280 | 0.0% | 0.0% | 13 | +64,835 | 268.88% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 84,135 | 4,048 | 0.0% | 0.0% | 14 | +9,149 | 12.2% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 73,609 | 3,542 | 0.0% | 0.01% | 15 | -59,684 | -44.78% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 56,705 | 2,728 | 0.0% | 0.0% | 16 | +1,657 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 55,535 | 2,672 | 0.0% | 0.0% | 17 | -365 | -0.65% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,683 | 2,631 | 0.0% | 0.0% | 18 | -3,290 | -5.68% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 53,381 | 2,568 | 0.15% | 0.27% | 19 | +1,179 | 2.26% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 52,074 | 2,505 | 0.0% | 0.0% | 20 | -54 | -0.1% | Q4 2025 | Feb 13, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 50,783 | 2,443 | 5.75% | 6.54% | 21 | -123 | -0.24% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 50,303 | 2,420 | 0.0% | 0.0% | 22 | +4,308 | 9.37% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 47,293 | 2,275 | 0.04% | 0.03% | 23 | +10,484 | 28.48% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 43,532 | 2,094 | 0.74% | 0.89% | 24 | +1,891 | 4.54% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,767 | 2,057 | 0.0% | 0.0% | 25 | -2,862 | -6.27% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,719 | 1,911 | 0.0% | 0.0% | 26 | -6,595 | -14.24% | Q4 2025 | Mar 25, 2026 |
| Lido Advisors, LLC | History | Added to | 36,661 | 1,893 | 0.01% | 0.01% | 27 | +5,906 | 19.2% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 36,380 | 1,750 | 0.06% | 0.06% | 28 | +2,814 | 8.38% | Q4 2025 | Jan 14, 2026 |
| Kassira Wealth Management LLC | History | Added to | 34,826 | 1,675 | 1.59% | 1.75% | 29 | +180 | 0.52% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 34,290 | 1,650 | 0.15% | 0.17% | 30 | +979 | 2.94% | Q4 2025 | Feb 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 32,142 | 1,546 | 0.74% | 0.81% | 31 | -99 | -0.31% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 29,809 | 1,434 | 0.01% | 0.01% | 32 | -1,730 | -5.49% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 29,276 | 1,408 | 0.06% | 0.07% | 33 | +1,281 | 4.58% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 29,048 | 1,397 | 0.02% | 0.02% | 34 | +419 | 1.46% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 28,958 | 1,393 | 0.11% | 0.12% | 35 | +59 | 0.2% | Q4 2025 | Jan 09, 2026 |
| AE Wealth Management LLC | History | Added to | 28,121 | 1,353 | 0.01% | 0.01% | 36 | +8,597 | 44.03% | Q4 2025 | Jan 26, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 27,577 | 1,327 | 0.78% | 0.86% | 37 | -638 | -2.26% | Q4 2025 | Jan 21, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 27,160 | 1,306 | 0.98% | 0.96% | 38 | +6,485 | 31.37% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 26,466 | 1,273 | 0.0% | 0.0% | 39 | -2,788 | -9.53% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | No change | 26,214 | 1,261 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,010 | 1,107 | 0.0% | 0.0% | 41 | -7,800 | -25.32% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,476 | 1,081 | 0.02% | 0.03% | 42 | -4,894 | -17.88% | Q4 2025 | Jan 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 22,090 | 1,062 | 0.01% | — | 43 | +22,090 | New | Q4 2025 | Feb 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 22,049 | 1,060 | 0.41% | 0.47% | 44 | +748 | 3.51% | Q4 2025 | Jan 28, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 21,709 | 1,044 | 1.58% | 1.76% | 45 | +14 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Reduced | 20,519 | 987 | 0.1% | 0.14% | 46 | -3,546 | -14.74% | Q4 2025 | Feb 05, 2026 |
| Stenham Asset Management Ltd | History | Added to | 20,378 | 980 | 0.49% | 0.52% | 47 | +3,083 | 17.83% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 19,720 | 961 | 0.03% | 0.05% | 48 | -4,523 | -18.66% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,462 | 936 | 0.03% | 0.06% | 49 | +1,000 | 5.42% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 19,146 | 921 | 0.0% | — | 50 | +19,146 | New | Q4 2025 | Feb 17, 2026 |
| DARA CAPITAL US, INC. | History | New | 17,115 | 823 | 0.73% | — | 51 | +17,115 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,071 | 821 | 0.0% | 0.0% | 52 | +7,634 | 80.89% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 16,705 | 803 | 0.06% | 0.06% | 53 | +1,355 | 8.83% | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,445 | 743 | 0.0% | 0.0% | 54 | +614 | 4.14% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,315 | 736 | 0.0% | 0.0% | 55 | -4,779 | -23.78% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 15,120 | 727 | 0.0% | 0.0% | 56 | -2,681 | -15.06% | Q4 2025 | Feb 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,000 | 721 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 14,949 | 719 | 0.13% | 0.14% | 58 | +6 | 0.04% | Q4 2025 | Feb 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,739 | 709 | 0.02% | 0.06% | 59 | -15,433 | -51.15% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,592 | 702 | 0.0% | 0.0% | 60 | +1,299 | 9.77% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 14,476 | 702 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,570 | 652 | 0.05% | 0.06% | 62 | +590 | 4.55% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,624 | 607 | 0.03% | 0.03% | 63 | -235 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 12,595 | 606 | 0.03% | — | 64 | +12,595 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 12,015 | 578 | 0.0% | 0.0% | 65 | -652 | -5.15% | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS | History | Added to | 11,356 | 546 | 0.02% | 0.02% | 66 | +161 | 1.44% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 11,328 | 545 | 0.02% | — | 67 | +11,328 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,048 | 531 | 0.01% | 0.01% | 68 | +139 | 1.27% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,602 | 510 | 0.0% | 0.0% | 69 | -358 | -3.27% | Q4 2025 | Mar 16, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,245 | 492 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 10,000 | 485 | 0.0% | — | 71 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Bulwark Capital Corp | History | Reduced | 9,670 | 465 | 0.33% | 0.55% | 72 | -3,787 | -28.14% | Q4 2025 | Jan 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 9,617 | 462 | 0.22% | 0.16% | 73 | +3,426 | 55.34% | Q4 2025 | Feb 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 9,348 | 449 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 9,006 | 433 | 0.03% | 0.03% | 75 | -76 | -0.84% | Q4 2025 | Jan 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,967 | 431 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,662 | 416 | 0.0% | 0.0% | 77 | -2,735 | -24.0% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,617 | 415 | 0.02% | 0.02% | 78 | +429 | 5.24% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,305 | 403 | 0.03% | 0.03% | 79 | -394 | -4.53% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,887 | 379 | 0.0% | 0.0% | 80 | +5,928 | 302.6% | Q4 2025 | Jan 23, 2026 |
| City State Bank | History | No change | 7,849 | 377 | 0.1% | 0.12% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 6,335 | 304 | 0.09% | 0.11% | 82 | -21 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,105 | 293 | 0.62% | 0.68% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 6,015 | 289 | 0.11% | 0.12% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 5,988 | 288 | 0.01% | 0.03% | 85 | -22,985 | -79.33% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,906 | 288 | 0.0% | 0.0% | 86 | -3,687 | -38.43% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,666 | 272 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 5,570 | 270 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 5,539 | 266 | 0.0% | 0.01% | 89 | +20 | 0.36% | Q4 2025 | Mar 12, 2026 |
| Western Wealth Management, LLC | History | New | 5,411 | 260 | 0.01% | — | 91 | +5,411 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,419 | 260 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 4,929 | 237 | 0.0% | — | 92 | +4,929 | New | Q4 2025 | Feb 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 4,813 | 231 | 0.17% | 0.2% | 93 | -37 | -0.76% | Q4 2025 | Feb 11, 2026 |
| J. Mark Nickell & Co. | History | New | 4,775 | 229 | 0.21% | — | 94 | +4,775 | New | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 4,733 | 227 | 0.01% | 0.01% | 95 | -361 | -7.09% | Q4 2025 | Jan 21, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 4,651 | 224 | 0.08% | 0.13% | 96 | -2,096 | -31.07% | Q4 2025 | Jan 21, 2026 |
| PECAUT & CO. | History | Added to | 4,581 | 220 | 0.07% | 0.08% | 97 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 4,563 | 219 | 0.02% | 0.07% | 98 | -8,078 | -63.9% | Q4 2025 | Feb 10, 2026 |
| Forum Private Client Group LLC | History | Added to | 4,505 | 216 | 0.07% | 0.08% | 99 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,328 | 208 | 0.02% | 0.02% | 100 | -34 | -0.78% | Q4 2025 | Jan 23, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,307 | 207 | 0.08% | 0.09% | 101 | +3 | 0.07% | Q4 2025 | Feb 04, 2026 |
| Opus Financial Solutions LLC | History | New | 4,218 | 202 | 0.19% | — | 102 | +4,218 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 4,171 | 200 | 0.01% | 0.01% | 103 | +301 | 7.78% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 4,097 | 197 | 0.0% | 0.0% | 104 | -174 | -4.07% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 3,900 | 187 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,776 | 181 | 0.0% | 0.0% | 106 | -3,517 | -48.22% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,438 | 165 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 10Elms LLP | History | No change | 3,200 | 153 | 0.14% | 0.15% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,643 | 127 | 0.01% | 0.01% | 109 | -929 | -26.01% | Q4 2025 | Feb 20, 2026 |
| Triumph Capital Management | History | New | 2,305 | 110 | 0.02% | — | 110 | +2,305 | New | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,245 | 108 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,141 | 103 | 0.01% | 0.01% | 112 | +310 | 16.93% | Q4 2025 | Feb 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,981 | 95 | 0.01% | 0.02% | 113 | +20 | 1.02% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,934 | 93 | 0.0% | 0.0% | 114 | -82 | -4.07% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 1,937 | 93 | 0.0% | 0.0% | 115 | +18 | 0.94% | Q4 2025 | Feb 06, 2026 |
| Roxbury Financial LLC | History | Added to | 1,896 | 91 | 0.08% | 0.09% | 116 | +66 | 3.61% | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | New | 1,775 | 85 | 0.0% | — | 117 | +1,775 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,726 | 83 | 0.0% | — | 118 | +1,726 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,458 | 70 | 0.0% | 0.0% | 119 | -8,217 | -84.93% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,425 | 68 | 0.0% | 0.0% | 120 | +967 | 211.14% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | No change | 1,307 | 62 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,233 | 59 | 0.0% | — | 122 | +1,233 | New | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 1,220 | 58 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,137 | 54 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 1,099 | 53 | 0.0% | — | 125 | +1,099 | New | Q4 2025 | Jan 21, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 48 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 955 | 45 | 0.0% | — | 127 | +955 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 883 | 42 | 0.0% | — | 128 | +868 | 5786.67% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | New | 873 | 41 | 0.01% | — | 130 | +873 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 855 | 41 | 0.0% | 0.0% | 129 | -479 | -35.91% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 671 | 32 | 0.0% | 0.0% | 131 | +289 | 75.65% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 640 | 30 | 0.01% | 0.01% | 132 | -78 | -10.86% | Q4 2025 | Feb 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 600 | 28 | 0.0% | — | 134 | +600 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 597 | 28 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 574 | 27 | 0.03% | — | 135 | +574 | New | Q4 2025 | Jan 26, 2026 |
| Coston, McIsaac & Partners | History | No change | 539 | 25 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | No change | 485 | 23 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 442 | 21 | 0.0% | — | 138 | +441 | 44100.0% | Q4 2025 | Feb 11, 2026 |
| Navalign, LLC | History | New | 387 | 18 | 0.0% | — | 140 | +387 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 389 | 18 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 368 | 17 | 0.01% | 0.01% | 141 | -21 | -5.4% | Q4 2025 | Jan 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 342 | 16 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 315 | 15 | 0.0% | — | 143 | +315 | New | Q4 2025 | Feb 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 285 | 13 | 0.0% | — | 145 | +285 | New | Q4 2025 | Feb 03, 2026 |
| Monetary Solutions, Ltd | History | New | 250 | 12 | 0.01% | — | 146 | +250 | New | Q4 2025 | Feb 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 245 | 11 | 0.0% | — | 147 | +245 | New | Q4 2025 | Jan 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 242 | 11 | 0.0% | — | 148 | +242 | New | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| POM Investment Strategies, LLC | History | No change | 221 | 10 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 200 | 9 | 0.0% | — | 152 | +200 | New | Q4 2025 | Mar 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 156 | 7 | 0.0% | 0.0% | 154 | -10,224 | -98.5% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 24 | 7 | 0.0% | 0.04% | 155 | -6,658 | -99.64% | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 153 | 7 | 0.01% | — | 157 | +153 | New | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 150 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 152 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gould Capital, LLC | History | Added to | 129 | 6 | 0.0% | 0.0% | 160 | +20 | 18.35% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 131 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 125 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 104 | 5 | 0.0% | 0.0% | 162 | -53 | -33.76% | Q4 2025 | Feb 17, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 115 | 5 | 0.0% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 109 | 5 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 100 | 4 | 0.0% | — | 166 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 173 | -51 | -56.67% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | No change | 22 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.02% | — | -33,060 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koa Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -27,141 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,803 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,381 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -7,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,182 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,685 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,301 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,825 | -100.0% | Q3 2025 | Nov 03, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,611 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,262 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,116 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,067 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,998 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,924 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Closed out | 0 | 0 | — | 0.15% | — | -3,921 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,598 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,447 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -741 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 24, 2025 |
| ASSETMARK, INC | History | Reduced | 17 | 0 | — | 0.0% | — | -11 | -39.29% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |