iSHARES TRUST - ILCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 547,486 | 51,671 | 0.0% | 0.0% | 1 | +6,034 | 1.11% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 519,869 | 49,065 | 0.37% | 0.37% | 2 | +48,866 | 10.37% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 514,913 | 48,595 | 0.01% | 0.01% | 3 | +211 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 383,286 | 36,174 | 0.25% | 0.26% | 4 | +295 | 0.08% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 246,468 | 23,261 | 0.01% | 0.01% | 5 | +39,225 | 18.93% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 208,351 | 19,664 | 0.02% | 0.02% | 6 | +11,151 | 5.65% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 172,044 | 16,237 | 0.0% | 0.0% | 7 | +6,587 | 3.98% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 165,492 | 15,850 | 0.02% | 0.02% | 8 | -383 | -0.23% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 128,978 | 12,172 | 0.02% | 0.02% | 9 | -3,630 | -2.74% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,058 | 10,387 | 0.0% | 0.0% | 10 | +69,338 | 170.28% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 100,960 | 9,528 | 0.0% | 0.0% | 11 | -1,105 | -1.08% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 100,109 | 9,448 | 0.0% | 0.0% | 12 | -2,787 | -2.71% | Q4 2025 | Jan 29, 2026 |
| Wealth Forward, LLC | History | Added to | 98,264 | 9,274 | 5.24% | 5.21% | 13 | +1,156 | 1.19% | Q4 2025 | Jan 30, 2026 |
| Center for Wealth Management Advisory | History | New | 92,466 | 8,726 | 6.43% | — | 14 | +92,466 | New | Q4 2025 | Apr 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 84,914 | 8,014 | 0.3% | 0.31% | 15 | -1,305 | -1.51% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 84,368 | 7,962 | 0.0% | 0.0% | 16 | -108 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 73,485 | 6,935 | 0.06% | 0.06% | 17 | +2,149 | 3.01% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 73,189 | 6,908 | 0.01% | 0.03% | 18 | -175,872 | -70.61% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,677 | 6,009 | 0.01% | 0.01% | 19 | -1,756 | -2.68% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 46,099 | 4,350 | 0.0% | 0.0% | 20 | -29,146 | -38.73% | Q4 2025 | Mar 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 44,724 | 4,221 | 0.0% | — | 21 | +44,724 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 43,142 | 4,071 | 0.67% | 0.66% | 22 | +1,652 | 3.98% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 42,683 | 4,028 | 0.07% | 0.07% | 23 | +3 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 39,952 | 3,770 | 1.05% | 1.11% | 24 | -2,888 | -6.74% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,177 | 3,414 | 0.0% | 0.0% | 25 | -1,075 | -2.89% | Q4 2025 | Feb 10, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 35,692 | 3,368 | 1.75% | 1.86% | 26 | -414 | -1.15% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 35,006 | 3,303 | 0.02% | 0.02% | 27 | +9,849 | 39.15% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 32,158 | 3,035 | 0.05% | 0.06% | 28 | +3,313 | 11.49% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,743 | 2,807 | 0.01% | 0.01% | 29 | -7,330 | -19.77% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 28,837 | 2,721 | 0.05% | 0.05% | 30 | -626 | -2.12% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 28,288 | 2,669 | 0.01% | 0.01% | 31 | -2,878 | -9.23% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 28,208 | 2,662 | 0.06% | 0.05% | 32 | -78 | -0.28% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,076 | 2,461 | 0.0% | 0.0% | 33 | +7,348 | 39.24% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 23,511 | 2,218 | 0.0% | 0.0% | 34 | +3,683 | 18.57% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,504 | 2,218 | 0.01% | 0.01% | 35 | -319 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Added to | 20,007 | 1,888 | 0.79% | 0.72% | 36 | +2,706 | 15.64% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 18,508 | 1,746 | 0.0% | 0.0% | 37 | -1,126 | -5.73% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,823 | 1,694 | 0.11% | 0.12% | 38 | -37 | -0.21% | Q4 2025 | Jan 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 17,515 | 1,653 | 1.1% | 1.21% | 39 | -1,800 | -9.32% | Q4 2025 | Jan 09, 2026 |
| American Trust | History | Reduced | 16,405 | 1,548 | 0.13% | 0.14% | 40 | -914 | -5.28% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,234 | 1,532 | 0.01% | 0.01% | 41 | -121 | -0.74% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 15,732 | 1,484 | 0.01% | 0.01% | 42 | +51 | 0.33% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,631 | 1,475 | 0.08% | 0.1% | 43 | -1,398 | -8.21% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 15,495 | 1,462 | 0.0% | 0.0% | 44 | +2,077 | 15.48% | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 15,465 | 1,459 | 0.69% | 0.66% | 45 | -1 | -0.01% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,221 | 1,436 | 0.0% | 0.0% | 46 | -3,584 | -19.06% | Q4 2025 | Feb 06, 2026 |
| Dentgroup LLC | History | No change | 14,242 | 1,344 | 0.92% | 0.85% | 47 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 12,555 | 1,184 | 0.41% | 0.41% | 48 | +7 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Bawa N Mallick Trust | History | No change | 12,400 | 1,170 | 0.43% | 0.43% | 49 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Liberty Capital Management, Inc. | History | No change | 12,260 | 1,157 | 0.22% | 0.21% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | New | 11,859 | 1,119 | 0.0% | — | 51 | +11,859 | New | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,100 | 1,047 | 0.71% | 0.72% | 52 | -98 | -0.88% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,035 | 1,041 | 0.0% | — | 53 | +11,035 | New | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 10,819 | 1,021 | 0.0% | 0.0% | 54 | -2,581 | -19.26% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 10,600 | 1,000 | 0.39% | 0.41% | 55 | +2 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,494 | 990 | 0.0% | 0.0% | 56 | +11 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,220 | 964 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rothschild Wealth LLC | History | New | 9,844 | 929 | 0.09% | — | 58 | +9,844 | New | Q4 2025 | Feb 17, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 9,679 | 913 | 0.04% | 0.04% | 59 | -161 | -1.64% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,293 | 877 | 0.0% | 0.0% | 60 | +476 | 5.4% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,905 | 850 | 0.09% | 0.1% | 61 | -1,125 | -11.22% | Q4 2025 | Jan 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 8,669 | 818 | 0.18% | 0.22% | 62 | +49 | 0.57% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | No change | 8,323 | 786 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 8,268 | 780 | 0.0% | 0.0% | 64 | -60 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 8,113 | 765 | 0.0% | 0.0% | 65 | -1,456 | -15.22% | Q4 2025 | Feb 17, 2026 |
| Asset Management Group, Inc. | History | Added to | 7,859 | 741 | 0.12% | 0.12% | 66 | +22 | 0.28% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 7,720 | 728 | 0.35% | 0.35% | 67 | -200 | -2.53% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,508 | 708 | 0.0% | 0.0% | 68 | -83 | -1.09% | Q4 2025 | Jan 29, 2026 |
| Red Tortoise LLC | History | No change | 7,315 | 690 | 0.29% | 0.29% | 69 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,227 | 682 | 0.01% | 0.01% | 70 | -38 | -0.52% | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,788 | 640 | 0.04% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 6,734 | 635 | 0.13% | 0.14% | 72 | -326 | -4.62% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,712 | 633 | 0.02% | 0.02% | 73 | -6 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 6,486 | 612 | 0.0% | 0.01% | 74 | -5,770 | -47.08% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,317 | 596 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 6,252 | 590 | 0.02% | — | 76 | +6,252 | New | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 6,189 | 584 | 0.14% | 0.14% | 77 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,948 | 561 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brightwater Advisory LLC | History | Reduced | 5,831 | 550 | 0.37% | 0.38% | 79 | -126 | -2.12% | Q4 2025 | Feb 12, 2026 |
| Choate Investment Advisors | History | No change | 5,739 | 541 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,692 | 537 | 0.0% | 0.0% | 81 | -897 | -13.61% | Q4 2025 | Feb 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,497 | 518 | 0.03% | 0.04% | 82 | +3 | 0.05% | Q4 2025 | Apr 02, 2026 |
| Aurora Private Wealth, Inc. | History | New | 5,474 | 511 | 0.34% | — | 83 | +5,474 | New | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | New | 5,155 | 486 | 0.15% | — | 84 | +5,155 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 5,148 | 485 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 5,001 | 471 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,940 | 466 | 0.1% | 0.1% | 87 | +16 | 0.32% | Q4 2025 | Jan 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,947 | 466 | 0.02% | 0.02% | 88 | +16 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,823 | 459 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 4,700 | 443 | 0.05% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,670 | 440 | 0.0% | 0.0% | 91 | +2 | 0.04% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,556 | 430 | 0.0% | 0.0% | 92 | +1,312 | 40.44% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 4,550 | 429 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TFB Advisors LLC | History | Added to | 4,442 | 419 | 0.12% | 0.12% | 94 | +14 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,433 | 418 | 0.0% | 0.0% | 95 | +4,073 | 1131.39% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 4,394 | 414 | 0.09% | 0.09% | 96 | +8 | 0.18% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,379 | 413 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 4,165 | 393 | 0.13% | 0.12% | 98 | +12 | 0.29% | Q4 2025 | Jan 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,168 | 393 | 0.01% | 0.01% | 99 | +8 | 0.19% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,101 | 387 | 0.01% | 0.01% | 100 | -3 | -0.07% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 4,099 | 386 | 0.02% | 0.01% | 101 | +702 | 20.67% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,974 | 375 | 0.8% | 0.78% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 3,944 | 372 | 0.07% | 0.07% | 103 | +13 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,773 | 356 | 0.0% | 0.0% | 104 | -72 | -1.87% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,760 | 354 | 0.03% | — | 105 | +3,760 | New | Q4 2025 | Jan 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,714 | 350 | 0.06% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,667 | 346 | 0.22% | 0.23% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,642 | 343 | 0.0% | 0.0% | 108 | +1,831 | 101.1% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,552 | 335 | 0.0% | — | 109 | +3,552 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 3,528 | 332 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,513 | 331 | 0.0% | 0.0% | 111 | -7,394 | -67.79% | Q4 2025 | Feb 17, 2026 |
| Lutz Financial Services LLC | History | No change | 3,306 | 312 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 3,270 | 308 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,213 | 307 | 0.01% | 0.01% | 115 | -14 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Opus Capital Group, LLC | History | No change | 3,252 | 307 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,198 | 301 | 0.0% | 0.0% | 116 | +7 | 0.22% | Q4 2025 | Feb 18, 2026 |
| Foundry Financial LLC | History | New | 3,188 | 300 | 0.16% | — | 118 | +3,188 | New | Q4 2025 | Feb 17, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 3,188 | 300 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,088 | 291 | 0.0% | 0.0% | 119 | +391 | 14.5% | Q4 2025 | Feb 13, 2026 |
| Optivise Advisory Services LLC | History | Added to | 2,967 | 280 | 0.16% | 0.16% | 120 | +108 | 3.78% | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | New | 2,866 | 270 | 0.0% | — | 121 | +2,866 | New | Q4 2025 | Mar 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 2,800 | 264 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,626 | 247 | 0.0% | 0.0% | 124 | +8 | 0.31% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,624 | 247 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,609 | 246 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HCR Wealth Advisors | History | No change | 2,536 | 239 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 2,500 | 235 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 2,487 | 234 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,450 | 231 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,429 | 229 | 0.01% | 0.01% | 130 | +7 | 0.29% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,350 | 221 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,312 | 218 | 0.04% | — | 132 | +2,312 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 2,299 | 216 | 0.0% | 0.0% | 133 | +2,261 | 5950.0% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,250 | 212 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,248 | 212 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,124 | 200 | 0.0% | — | 136 | +2,124 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,064 | 194 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| High Point Wealth Management, LLC | History | New | 2,000 | 188 | 0.18% | — | 139 | +2,000 | New | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,000 | 188 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,854 | 174 | 0.0% | 0.01% | 140 | -105 | -5.36% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 1,718 | 162 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 1,701 | 160 | 0.0% | — | 142 | +1,701 | New | Q4 2025 | Feb 05, 2026 |
| Basepoint Wealth LLC | History | New | 1,684 | 159 | 0.1% | — | 143 | +1,684 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,493 | 140 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | No change | 1,268 | 119 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Security National Bank | History | No change | 1,158 | 109 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trust Co | History | New | 1,134 | 107 | 0.01% | — | 147 | +1,134 | New | Q4 2025 | Jan 15, 2026 |
| TSFG, LLC | History | No change | 1,109 | 105 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Realta Investment Advisors | History | No change | 892 | 84 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 800 | 75 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 764 | 72 | 0.01% | 0.01% | 151 | -4 | -0.52% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 752 | 70 | 0.0% | — | 152 | +752 | New | Q4 2025 | Feb 17, 2026 |
| Monetary Solutions, Ltd | History | New | 716 | 67 | 0.07% | — | 153 | +716 | New | Q4 2025 | Feb 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 617 | 58 | 0.01% | 0.01% | 154 | +2 | 0.33% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 604 | 57 | 0.02% | — | 155 | +604 | New | Q4 2025 | Jan 20, 2026 |
| Tidemark, LLC | History | No change | 608 | 57 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 520 | 49 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 508 | 47 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 480 | 45 | 0.0% | 0.0% | 159 | -480 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 480 | 45 | 0.02% | — | 160 | +480 | New | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | No change | 461 | 43 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 374 | 35 | 0.0% | 0.0% | 162 | +2 | 0.54% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 320 | 30 | 0.0% | — | 163 | +320 | New | Q4 2025 | Jan 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 313 | 29 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 300 | 28 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | No change | 301 | 28 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 93,022 | 26 | 0.0% | 0.01% | 168 | +3,875 | 4.35% | Q4 2025 | Mar 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 280 | 26 | 0.0% | 0.0% | 167 | -2,010 | -87.77% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 275 | 25 | 0.0% | — | 169 | +275 | New | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 274 | 25 | 0.01% | 0.01% | 170 | +1 | 0.37% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 242 | 22 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 227 | 21 | 0.0% | 0.0% | 172 | +1 | 0.44% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 188 | 17 | 0.0% | — | 173 | +188 | New | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 174 | 16 | 0.0% | 0.0% | 174 | +94 | 117.5% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 180 | 16 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | No change | 136 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 82 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 48 | 4 | 0.0% | — | 178 | +48 | New | Q4 2025 | Jan 30, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,165 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,380 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,335 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,340 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,036 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -993 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -601 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -316 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 03, 2025 |