iSHARES TRUST - IHE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 2,825,644 | 239,699 | 0.08% | 0.08% | 1 | -60,698 | -2.1% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 642,617 | 54,513 | 0.71% | — | 2 | +642,617 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 472,581 | 40,089 | 0.0% | 0.0% | 3 | +284,821 | 151.69% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 444,041 | 37,667 | 0.0% | 0.0% | 4 | +329,332 | 287.1% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 212,805 | 18,052 | 0.0% | 0.0% | 5 | +100,426 | 89.36% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 156,973 | 13,315 | 0.0% | — | 6 | +156,973 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 137,747 | 11,685 | 0.0% | 0.0% | 7 | +24,214 | 21.33% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | New | 117,965 | 10,006 | 3.16% | — | 8 | +117,965 | New | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 103,016 | 8,738 | 0.0% | 0.0% | 9 | +3,016 | 3.02% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 82,878 | 7,030 | 0.0% | 0.0% | 10 | -62,887 | -43.14% | Q4 2025 | Mar 25, 2026 |
| BROWN ADVISORY INC | History | No change | 75,432 | 6,398 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | New | 75,126 | 6,372 | 0.81% | — | 12 | +75,126 | New | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 56,065 | 4,755 | 0.0% | 0.0% | 13 | +1,421 | 2.6% | Q4 2025 | Feb 18, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 53,387 | 4,528 | 0.81% | — | 14 | +53,387 | New | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 50,907 | 4,318 | 0.0% | 0.0% | 15 | +10,263 | 25.25% | Q4 2025 | Feb 13, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 50,022 | 4,243 | 1.38% | 1.19% | 16 | -1,707 | -3.3% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,672 | 3,620 | 0.01% | 0.0% | 17 | +33,110 | 346.27% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | New | 40,010 | 3,394 | 0.18% | — | 18 | +40,010 | New | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Added to | 38,810 | 3,292 | 0.0% | 0.0% | 19 | +5,063 | 15.0% | Q4 2025 | Jan 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,463 | 2,669 | 0.03% | 0.03% | 20 | -758 | -2.35% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | No change | 31,323 | 2,657 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 26,755 | 2,269 | 0.13% | 0.11% | 22 | +372 | 1.41% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,621 | 2,258 | 0.02% | 0.01% | 23 | +8,921 | 50.4% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,515 | 2,249 | 0.0% | 0.0% | 24 | -2,619 | -8.99% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 25,553 | 2,167 | 0.0% | 0.0% | 25 | +332 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 25,367 | 2,151 | 0.0% | 0.0% | 26 | -1,069 | -4.04% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | New | 24,500 | 2,077 | 0.07% | — | 27 | +24,500 | New | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | New | 23,549 | 1,997 | 0.08% | — | 28 | +23,549 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,473 | 1,906 | 0.0% | 0.0% | 29 | +4,781 | 27.02% | Q4 2025 | Feb 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 22,429 | 1,902 | 0.05% | 0.04% | 30 | +929 | 4.32% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,391 | 1,814 | 0.0% | 0.0% | 31 | +14,557 | 213.01% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 20,309 | 1,722 | 0.19% | 0.17% | 32 | +55 | 0.27% | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | New | 20,148 | 1,709 | 0.01% | — | 33 | +20,148 | New | Q4 2025 | Jan 29, 2026 |
| SPINNAKER TRUST | History | Reduced | 15,849 | 1,344 | 0.07% | 0.07% | 34 | -2,305 | -12.7% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | Reduced | 15,252 | 1,293 | 0.04% | 0.04% | 35 | -1,742 | -10.25% | Q4 2025 | Feb 10, 2026 |
| Massachusetts Wealth Management | History | Reduced | 15,230 | 1,291 | 0.6% | 0.56% | 36 | -245 | -1.58% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 14,792 | 1,254 | 0.0% | 0.0% | 37 | +1,890 | 14.65% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 14,693 | 1,246 | 0.0% | 0.0% | 38 | -4,684 | -24.17% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 14,338 | 1,216 | 0.0% | — | 39 | +14,338 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 14,118 | 1,197 | 0.0% | 0.0% | 40 | +1,039 | 7.94% | Q4 2025 | Feb 17, 2026 |
| Asset Management Group, Inc. | History | Added to | 12,913 | 1,095 | 0.18% | 0.15% | 41 | +88 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,225 | 1,037 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 12,000 | 1,017 | 0.16% | — | 43 | +12,000 | New | Q4 2025 | Jan 26, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 11,273 | 956 | 0.1% | 0.08% | 44 | +708 | 6.7% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,401 | 882 | 0.0% | 0.0% | 45 | +3,656 | 54.2% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,080 | 770 | 0.0% | 0.0% | 46 | -198 | -2.13% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,062 | 768 | 0.01% | 0.01% | 47 | +1,968 | 27.74% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,613 | 730 | 0.0% | 0.0% | 48 | -251 | -2.83% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,467 | 718 | 0.0% | 0.0% | 49 | -24 | -0.28% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,208 | 696 | 0.0% | 0.0% | 50 | -103 | -1.24% | Q4 2025 | Feb 18, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,608 | 645 | 0.02% | 0.01% | 51 | +204 | 2.76% | Q4 2025 | Jan 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 7,135 | 605 | 0.09% | 0.08% | 52 | -280 | -3.78% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,786 | 575 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,605 | 560 | 0.0% | 0.0% | 54 | -1,364 | -17.12% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 6,586 | 558 | 0.0% | 0.0% | 55 | +70 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 6,546 | 555 | 0.03% | — | 56 | +6,546 | New | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,506 | 551 | 0.0% | 0.0% | 57 | +198 | 3.14% | Q4 2025 | Mar 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,415 | 544 | 0.0% | 0.0% | 58 | -4,246 | -39.83% | Q4 2025 | Mar 16, 2026 |
| First Financial Bank - Trust Division | History | No change | 6,396 | 542 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| COMERICA BANK | History | Added to | 6,330 | 536 | 0.0% | 0.0% | 60 | +4,248 | 204.03% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 6,146 | 521 | 0.17% | — | 61 | +6,146 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,732 | 486 | 0.0% | 0.0% | 62 | +1,012 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,602 | 475 | 0.01% | 0.01% | 63 | -1,835 | -24.67% | Q4 2025 | Jan 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,574 | 472 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lynx Investment Advisory | History | New | 5,244 | 444 | 0.24% | — | 65 | +5,244 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,126 | 434 | 0.01% | 0.01% | 66 | +11 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,935 | 418 | 0.0% | 0.0% | 67 | +295 | 6.36% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,913 | 416 | 0.0% | 0.0% | 68 | +2 | 0.04% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,696 | 397 | 0.0% | 0.0% | 69 | +489 | 11.62% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,208 | 356 | 0.01% | 0.0% | 70 | +30 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 4,072 | 345 | 0.08% | 0.07% | 71 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,045 | 343 | 0.0% | 0.0% | 72 | +135 | 3.45% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,900 | 330 | 0.02% | 0.01% | 73 | +800 | 25.81% | Q4 2025 | Jan 28, 2026 |
| Financial Partners Group, Inc | History | New | 3,753 | 325 | 0.04% | — | 74 | +3,753 | New | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,666 | 311 | 0.0% | 0.0% | 75 | +110 | 3.09% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,549 | 301 | 0.0% | — | 77 | +3,549 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,550 | 301 | 0.0% | 0.0% | 76 | +63 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 3,429 | 291 | 0.0% | 0.0% | 79 | -188 | -5.2% | Q4 2025 | Feb 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 3,440 | 291 | 0.13% | 0.12% | 78 | +15 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Private Capital Management, LLC | History | No change | 3,425 | 290 | 0.03% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,327 | 282 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Essex Bank | History | No change | 3,300 | 279 | 0.06% | 0.05% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| V2 Financial group LLC | History | No change | 3,300 | 279 | 0.14% | 0.13% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | New | 3,200 | 271 | 0.01% | — | 84 | +3,200 | New | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | New | 3,090 | 262 | 0.01% | — | 85 | +3,090 | New | Q4 2025 | Feb 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,060 | 259 | 0.01% | — | 86 | +3,060 | New | Q4 2025 | Jan 16, 2026 |
| Hudock, Inc. | History | Added to | 3,034 | 257 | 0.04% | 0.03% | 87 | +114 | 3.9% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 3,000 | 254 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,877 | 244 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,865 | 243 | 0.0% | — | 90 | +2,865 | New | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,862 | 242 | 0.0% | — | 91 | +2,862 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,710 | 229 | 0.0% | 0.0% | 92 | -12,123 | -81.73% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,700 | 229 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ELLERSON GROUP INC /ADV | History | New | 2,619 | 222 | 0.15% | — | 94 | +2,619 | New | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,547 | 216 | 0.02% | 0.03% | 96 | -1,593 | -38.48% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,553 | 216 | 0.0% | 0.0% | 95 | +567 | 28.55% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 2,505 | 212 | 0.01% | — | 97 | +2,505 | New | Q4 2025 | Jan 26, 2026 |
| Aviance Capital Partners, LLC | History | New | 2,412 | 204 | 0.02% | — | 99 | +2,412 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,416 | 204 | 0.0% | 0.0% | 98 | -1,658 | -40.7% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,375 | 201 | 0.0% | 0.0% | 101 | +3 | 0.13% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,376 | 201 | 0.05% | 0.04% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 2,110 | 179 | 0.01% | 0.0% | 102 | +1,308 | 163.09% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,799 | 152 | 0.0% | 0.0% | 103 | +1,300 | 260.52% | Q4 2025 | Feb 09, 2026 |
| Advisors Preferred, LLC | History | New | 1,655 | 140 | 0.02% | — | 104 | +1,655 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,529 | 129 | 0.0% | — | 105 | +1,529 | New | Q4 2025 | Feb 05, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,480 | 125 | 0.04% | — | 106 | +1,480 | New | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,419 | 120 | 0.08% | 0.07% | 107 | +9 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 1,400 | 119 | 0.0% | 0.0% | 108 | +758 | 118.07% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,312 | 111 | 0.0% | — | 109 | +1,312 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,167 | 98 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 963 | 81 | 0.0% | 0.0% | 111 | -249 | -20.54% | Q4 2025 | Feb 18, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 900 | 76 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 870 | 73 | 0.0% | 0.0% | 113 | +225 | 34.88% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 837 | 71 | 0.0% | 0.0% | 116 | +553 | 194.72% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 846 | 71 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 840 | 71 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 798 | 67 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 776 | 66 | 0.0% | 0.0% | 118 | +437 | 128.91% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 711 | 60 | 0.0% | 0.0% | 119 | +396 | 125.71% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 704 | 59 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 630 | 53 | 0.0% | 0.0% | 121 | +200 | 46.51% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 628 | 53 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 630 | 53 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 609 | 51 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 660 | 48 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 521 | 44 | 0.0% | 0.0% | 126 | -64 | -10.94% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 510 | 43 | 0.0% | 0.0% | 127 | +240 | 88.89% | Q4 2025 | Feb 10, 2026 |
| Accent Capital Management, LLC | History | New | 500 | 42 | 0.02% | — | 129 | +500 | New | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | No change | 498 | 42 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BLUELINE ADVISORS LLC | History | New | 480 | 40 | 0.03% | — | 130 | +480 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 465 | 39 | 0.0% | 0.0% | 131 | +312 | 203.92% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 463 | 39 | 0.0% | 0.0% | 132 | +120 | 34.99% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 456 | 38 | 0.0% | 0.0% | 133 | +133 | 41.18% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 450 | 38 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arlington Trust Co LLC | History | No change | 450 | 38 | 0.0% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EFG International AG | History | New | 447 | 37 | 0.0% | — | 136 | +447 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | New | 433 | 36 | 0.0% | — | 137 | +433 | New | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 416 | 35 | 0.03% | 0.03% | 138 | +2 | 0.48% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 389 | 32 | 0.0% | 0.0% | 139 | +71 | 22.33% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 25 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fairscale Capital, LLC | History | No change | 303 | 25 | 0.02% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 291 | 24 | 0.01% | 0.02% | 143 | -291 | -50.0% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 288 | 24 | 0.0% | — | 142 | +288 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 280 | 23 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 265 | 22 | 0.0% | 0.0% | 145 | +2 | 0.76% | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 210 | 18 | 0.01% | — | 146 | +210 | New | Q4 2025 | Feb 10, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 210 | 17 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 198 | 16 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 177 | 15 | 0.01% | — | 149 | +177 | New | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | New | 168 | 14 | 0.0% | — | 150 | +168 | New | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | No change | 162 | 13 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 150 | 12 | 0.0% | 0.01% | 153 | -2,705 | -94.75% | Q4 2025 | Jan 14, 2026 |
| High Point Wealth Management, LLC | History | New | 152 | 12 | 0.01% | — | 155 | +152 | New | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 150 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 107 | 9 | 0.0% | 0.0% | 157 | +1 | 0.94% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | No change | 96 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 88 | 7 | 0.0% | — | 160 | +88 | New | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | New | 87 | 7 | 0.0% | — | 161 | +87 | New | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 88 | 7 | 0.0% | 0.0% | 159 | +1 | 1.15% | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 84 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 90 | 7 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 72 | 6 | 0.0% | — | 165 | +72 | New | Q4 2025 | Feb 13, 2026 |
| YANKCOM Partnership | History | No change | 81 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | New | 50 | 4 | 0.0% | — | 168 | +50 | New | Q4 2025 | Jan 30, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 57 | 4 | 0.0% | 0.0% | 170 | +1 | 1.79% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 39 | 3 | 0.0% | — | 171 | +39 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 24 | 2 | 0.0% | — | 172 | +24 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 21 | 1 | 0.0% | — | 174 | +21 | New | Q4 2025 | Jan 21, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 15 | 1 | 0.0% | — | 175 | +15 | New | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -8,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,523 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,998 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,615 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,433 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,220 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Morton Brown Family Wealth, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |