iSHARES TRUST - ILCG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | History | Reduced | 2,328,126 | 242,218 | 1.66% | 1.79% | 1 | -9,191 | -0.39% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,381,151 | 143,694 | 0.04% | 0.04% | 2 | +86,680 | 6.7% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,112,299 | 115,723 | 0.01% | 0.01% | 3 | -260,657 | -18.99% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 718,042 | 74,705 | 0.01% | 0.01% | 4 | +41,028 | 6.06% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 586,634 | 61,033 | 3.94% | 4.24% | 5 | -13,191 | -2.2% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 528,445 | 54,979 | 0.06% | 0.06% | 6 | +33,948 | 6.87% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 501,801 | 52,207 | 0.0% | 0.0% | 7 | -12,396 | -2.41% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 495,827 | 51,585 | 8.12% | 8.68% | 8 | +8,667 | 1.78% | Q4 2025 | Feb 09, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 481,278 | 50,072 | 5.8% | 6.49% | 9 | -4,719 | -0.97% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 455,566 | 47,397 | 0.01% | 0.01% | 10 | +98,621 | 27.63% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 399,429 | 41,556 | 0.0% | 0.0% | 11 | +22,898 | 6.08% | Q4 2025 | Feb 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 368,249 | 38,312 | 2.14% | 2.43% | 12 | -76,196 | -17.14% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 355,130 | 36,947 | 0.01% | 0.01% | 13 | -11,560 | -3.15% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 349,598 | 36,372 | 0.05% | 0.05% | 14 | -12,892 | -3.56% | Q4 2025 | Feb 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 333,245 | 34,670 | 1.36% | 1.27% | 15 | +47,164 | 16.49% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 331,032 | 34,440 | 0.01% | 0.01% | 16 | -1,889 | -0.57% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 284,868 | 29,637 | 0.07% | 0.08% | 17 | +9,198 | 3.34% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 252,346 | 26,257 | 0.04% | 0.04% | 18 | -29,412 | -10.44% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 221,438 | 23,038 | 0.01% | 0.01% | 19 | -54,824 | -19.84% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 168,913 | 17,573 | 0.03% | 0.03% | 20 | +17,277 | 11.39% | Q4 2025 | Mar 16, 2026 |
| LongView Wealth Management | History | Reduced | 147,068 | 15,574 | 3.76% | 4.36% | 21 | -7,207 | -4.67% | Q4 2025 | Jan 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 143,882 | 14,969 | 3.23% | 3.38% | 22 | -3,124 | -2.13% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 138,358 | 14,396 | 0.02% | 0.02% | 23 | +13,264 | 10.6% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 116,897 | 12,161 | 0.15% | 0.15% | 24 | +512 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 110,325 | 11,478 | 0.6% | 0.64% | 25 | -921 | -0.83% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 106,590 | 11,090 | 0.0% | — | 26 | +106,590 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 102,335 | 10,799 | 0.01% | 0.02% | 27 | -340 | -0.33% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 93,693 | 9,747 | 0.01% | 0.01% | 28 | +4,006 | 4.47% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 85,595 | 8,905 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 81,696 | 8,500 | 0.02% | 0.03% | 30 | -19,924 | -19.61% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Added to | 81,507 | 8,479 | 1.55% | 1.45% | 31 | +6,302 | 8.38% | Q4 2025 | Jan 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 79,438 | 8,264 | 0.09% | 0.01% | 32 | +71,870 | 949.66% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 76,561 | 7,965 | 0.07% | 0.05% | 33 | +15,002 | 24.37% | Q4 2025 | Jan 05, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 69,895 | 7,271 | 0.84% | 0.91% | 34 | -1,730 | -2.42% | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 68,693 | 7,146 | 0.23% | 0.25% | 35 | -760 | -1.09% | Q4 2025 | Feb 13, 2026 |
| White Pine Investment CO | History | Added to | 68,396 | 7,116 | 1.68% | 1.68% | 36 | +523 | 0.77% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 67,147 | 6,986 | 0.02% | 0.02% | 37 | -385 | -0.57% | Q4 2025 | Jan 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 61,553 | 6,403 | 1.01% | 1.15% | 38 | -6,356 | -9.36% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 61,513 | 6,399 | 0.05% | 0.05% | 39 | -279 | -0.45% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 60,200 | 6,263 | 0.01% | 0.01% | 40 | +1,500 | 2.56% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 57,998 | 6,035 | 0.03% | 0.04% | 41 | +2,045 | 3.65% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 57,600 | 5,992 | 0.15% | 0.15% | 42 | -613 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 56,130 | 5,839 | 1.18% | 1.24% | 43 | -279 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 54,639 | 5,684 | 0.05% | 0.05% | 44 | -44 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 53,924 | 5,610 | 3.99% | 5.09% | 45 | -13,864 | -20.45% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 53,554 | 5,571 | 0.05% | 0.05% | 46 | -20 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 53,152 | 5,529 | 0.03% | 0.03% | 47 | -1,300 | -2.39% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 50,341 | 5,237 | 0.29% | 0.32% | 48 | +1,267 | 2.58% | Q4 2025 | Feb 04, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 49,926 | 5,194 | 2.59% | 2.61% | 49 | -180 | -0.36% | Q4 2025 | Jan 30, 2026 |
| Dentgroup LLC | History | Reduced | 49,380 | 5,137 | 3.53% | 3.37% | 50 | -564 | -1.13% | Q4 2025 | Jan 28, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 47,779 | 4,970 | 1.85% | 1.97% | 51 | +258 | 0.54% | Q4 2025 | Feb 03, 2026 |
| Corsicana & Co. | History | Added to | 43,712 | 4,547 | 2.55% | 2.54% | 52 | +330 | 0.76% | Q4 2025 | Jan 07, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 42,306 | 4,401 | 4.02% | 0.17% | 53 | +30,919 | 271.53% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,838 | 4,352 | 0.14% | 0.15% | 54 | -97 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 40,143 | 4,176 | 0.76% | 0.84% | 55 | -497 | -1.22% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 39,763 | 4,136 | 0.0% | 0.0% | 56 | -1,961 | -4.7% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 39,329 | 4,091 | 0.0% | 0.0% | 57 | +8,633 | 28.12% | Q4 2025 | Feb 10, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 37,051 | 3,854 | 3.0% | — | 58 | +37,051 | New | Q4 2025 | Feb 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 35,571 | 3,700 | 0.43% | 0.47% | 59 | +429 | 1.22% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 35,065 | 3,648 | 0.14% | 0.06% | 60 | +18,940 | 117.46% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 34,407 | 3,579 | 0.15% | 0.12% | 61 | -267 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,894 | 3,526 | 0.02% | 0.01% | 62 | +2,050 | 6.44% | Q4 2025 | Jan 29, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 33,376 | 3,472 | 0.97% | 1.02% | 63 | -1,512 | -4.33% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 33,317 | 3,466 | 0.0% | 0.0% | 64 | -7,027 | -17.42% | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 33,257 | 3,460 | 1.79% | 1.97% | 65 | -549 | -1.62% | Q4 2025 | Jan 29, 2026 |
| Bawa N Mallick Trust | History | No change | 32,857 | 3,418 | 1.27% | 1.3% | 66 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,495 | 3,356 | 0.0% | 0.02% | 67 | +3,046 | 2.49% | Q4 2025 | Mar 09, 2026 |
| GenWealth Group, Inc. | History | Reduced | 31,383 | 3,311 | 0.56% | 0.61% | 68 | -28 | -0.09% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 31,601 | 3,287 | 0.0% | 0.0% | 69 | +1,456 | 4.83% | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 31,538 | 3,281 | 1.54% | 1.58% | 70 | -655 | -2.03% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 30,840 | 3,208 | 0.02% | 0.06% | 71 | -83,008 | -72.91% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,380 | 2,952 | 0.04% | 0.04% | 72 | +1,702 | 6.38% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,578 | 2,869 | 0.0% | 0.0% | 73 | -17,783 | -39.2% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 26,769 | 2,785 | 0.02% | 0.02% | 74 | +107 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 26,329 | 2,739 | 0.1% | 0.13% | 75 | -8,331 | -24.04% | Q4 2025 | Jan 12, 2026 |
| One Capital Management, LLC | History | Reduced | 26,299 | 2,736 | 0.08% | 0.09% | 76 | -72 | -0.27% | Q4 2025 | Feb 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 26,186 | 2,724 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asempa Wealth Advisors | History | New | 24,216 | 2,519 | 2.17% | — | 78 | +24,216 | New | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | Reduced | 24,064 | 2,503 | 0.16% | 0.17% | 79 | -630 | -2.55% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,628 | 2,458 | 0.05% | 0.06% | 80 | +18 | 0.08% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 23,571 | 2,452 | 0.12% | 0.11% | 81 | -1,326 | -5.33% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 22,995 | 2,392 | 0.0% | 0.0% | 82 | +6,967 | 43.47% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,850 | 2,377 | 0.02% | 0.02% | 83 | +1,783 | 8.46% | Q4 2025 | Feb 12, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 22,245 | 2,314 | 0.93% | 1.01% | 84 | -478 | -2.1% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 21,833 | 2,271 | 0.66% | 0.72% | 85 | -997 | -4.37% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 21,078 | 2,193 | 0.25% | 0.21% | 86 | +3,194 | 17.86% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 20,955 | 2,180 | 0.67% | — | 87 | +20,951 | 523775.0% | Q4 2025 | Feb 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 20,503 | 2,133 | 0.84% | 0.9% | 88 | +6 | 0.03% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,398 | 2,122 | 0.0% | 0.0% | 89 | +6,896 | 51.07% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 20,000 | 2,080 | 0.07% | 0.07% | 90 | -209 | -1.03% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,716 | 2,051 | 0.0% | 0.0% | 91 | -42 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,279 | 2,005 | 0.46% | 0.47% | 92 | -149 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 18,747 | 1,950 | 0.29% | 0.3% | 93 | -337 | -1.77% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,385 | 1,912 | 0.0% | 0.0% | 94 | -2,310 | -11.16% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,368 | 1,910 | 0.01% | 0.01% | 95 | +4,080 | 28.56% | Q4 2025 | Feb 18, 2026 |
| XML Financial, LLC | History | No change | 17,902 | 1,862 | 0.15% | 0.15% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,735 | 1,845 | 0.89% | 0.92% | 97 | -411 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,533 | 1,824 | 0.03% | 0.04% | 98 | +2,503 | 16.65% | Q4 2025 | Feb 06, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 17,309 | 1,800 | 0.08% | 0.08% | 99 | +2,271 | 15.1% | Q4 2025 | Feb 17, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 16,802 | 1,748 | 0.69% | 0.68% | 100 | +902 | 5.67% | Q4 2025 | Jan 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,519 | 1,718 | 0.1% | 0.1% | 101 | -178 | -1.07% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 16,501 | 1,716 | 0.0% | 0.0% | 102 | -808 | -4.67% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,290 | 1,694 | 0.01% | 0.01% | 103 | +1,550 | 10.52% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 15,557 | 1,618 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,506 | 1,613 | 0.0% | 0.0% | 105 | -11,228 | -42.0% | Q4 2025 | Feb 18, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,510 | 1,613 | 0.59% | 0.69% | 106 | +6 | 0.04% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 15,290 | 1,590 | 0.07% | 0.1% | 107 | -5,930 | -27.95% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,161 | 1,577 | 0.1% | 0.1% | 108 | +327 | 2.2% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,150 | 1,576 | 0.04% | 0.04% | 109 | +914 | 6.42% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 15,036 | 1,564 | 0.01% | 0.01% | 110 | -1,400 | -8.52% | Q4 2025 | Jan 12, 2026 |
| Sigma Planning Corp | History | Reduced | 14,872 | 1,547 | 0.04% | 0.04% | 111 | -67 | -0.45% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,844 | 1,544 | 0.0% | 0.0% | 112 | -3,430 | -18.77% | Q4 2025 | Feb 02, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,153 | 1,475 | 0.39% | 0.37% | 113 | +1,411 | 11.07% | Q4 2025 | Jan 26, 2026 |
| JGP Wealth Management, LLC | History | Added to | 13,712 | 1,426 | 0.15% | 0.11% | 114 | +4,369 | 46.76% | Q4 2025 | Jan 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,573 | 1,412 | 0.29% | 0.32% | 115 | +453 | 3.45% | Q4 2025 | Feb 11, 2026 |
| Greenspring Advisors, LLC | History | New | 13,565 | 1,411 | 0.09% | — | 116 | +13,565 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 13,505 | 1,405 | 0.41% | 0.42% | 117 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 13,450 | 1,399 | 0.14% | 0.18% | 118 | -3,148 | -18.97% | Q4 2025 | Jan 22, 2026 |
| Csenge Advisory Group | History | Reduced | 13,032 | 1,355 | 0.06% | 0.07% | 119 | -379 | -2.83% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 12,460 | 1,299 | 0.0% | 0.0% | 121 | +1,329 | 11.94% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 12,492 | 1,299 | 0.01% | 0.01% | 120 | -1,163 | -8.52% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,191 | 1,268 | 0.02% | 0.02% | 122 | -114 | -0.93% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 11,845 | 1,232 | 0.0% | 0.0% | 123 | +3 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 11,599 | 1,206 | 0.0% | 0.0% | 124 | +3,700 | 46.84% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,355 | 1,181 | 0.11% | 0.15% | 125 | +520 | 4.8% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,000 | 1,144 | 0.01% | 0.01% | 126 | +4 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 10,975 | 1,141 | 0.35% | 0.38% | 127 | -171 | -1.53% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,792 | 1,122 | 0.0% | 0.0% | 128 | -137 | -1.25% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 10,495 | 1,091 | 0.07% | 0.17% | 129 | -16,775 | -61.51% | Q4 2025 | Feb 06, 2026 |
| Edge Financial Advisors LLC | History | Added to | 10,367 | 1,078 | 0.45% | 0.42% | 130 | +1,446 | 16.21% | Q4 2025 | Jan 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 10,426 | 1,076 | 0.31% | 0.23% | 131 | +3,858 | 58.74% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,021 | 1,042 | 0.02% | 0.02% | 132 | -235 | -2.29% | Q4 2025 | Feb 12, 2026 |
| Wealthquest Corp | History | Reduced | 9,851 | 1,024 | 0.08% | 0.08% | 133 | -20 | -0.2% | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Added to | 9,646 | 1,003 | 0.11% | 0.11% | 134 | +1 | 0.01% | Q4 2025 | Jan 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 9,607 | 999 | 0.06% | — | 135 | +9,607 | New | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | No change | 9,470 | 985 | 0.11% | 0.12% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ANB BANK | History | Reduced | 9,387 | 976 | 0.39% | 0.4% | 137 | -3 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 9,343 | 972 | 0.39% | 0.43% | 138 | -285 | -2.96% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 9,183 | 955 | 0.01% | 0.01% | 139 | +17 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 9,128 | 949 | 0.8% | 0.99% | 140 | -1,907 | -17.28% | Q4 2025 | Feb 18, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 9,093 | 946 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 8,955 | 931 | 0.64% | 0.64% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brio Consultants, LLC | History | Added to | 8,844 | 920 | 0.12% | 0.12% | 143 | +204 | 2.36% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,646 | 899 | 0.01% | 0.01% | 144 | +3 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,624 | 897 | 0.01% | 0.01% | 145 | -719 | -7.7% | Q4 2025 | Feb 13, 2026 |
| Drake & Associates, LLC | History | Added to | 8,601 | 894 | 0.18% | 0.14% | 146 | +2,449 | 39.81% | Q4 2025 | Feb 23, 2026 |
| Livet Wealth, LLC | History | New | 8,529 | 887 | 0.55% | — | 147 | +8,529 | New | Q4 2025 | Feb 13, 2026 |
| Nvest Financial, LLC | History | Added to | 8,504 | 884 | 0.37% | 0.49% | 148 | +389 | 4.79% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,444 | 878 | 0.02% | 0.02% | 149 | +1,380 | 19.54% | Q4 2025 | Jan 14, 2026 |
| Summit Asset Management, LLC | History | No change | 8,285 | 861 | 0.12% | 0.13% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,194 | 852 | 0.07% | 0.08% | 151 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | No change | 8,085 | 841 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 8,000 | 832 | 0.29% | — | 153 | +8,000 | New | Q4 2025 | Jan 20, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,850 | 816 | 0.09% | 0.1% | 154 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Added to | 7,740 | 805 | 0.15% | 0.14% | 155 | +360 | 4.88% | Q4 2025 | Feb 09, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 7,677 | 798 | 0.04% | 0.04% | 156 | -32 | -0.42% | Q4 2025 | Feb 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 7,622 | 793 | 0.51% | 0.59% | 159 | -946 | -11.04% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,625 | 793 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,625 | 793 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wharton Business Group, LLC | History | No change | 7,400 | 769 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 7,230 | 752 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,959 | 724 | 0.0% | 0.0% | 162 | +1,895 | 37.42% | Q4 2025 | Feb 06, 2026 |
| Fortune 45 LLC | History | Added to | 6,935 | 722 | 0.35% | 0.36% | 163 | +10 | 0.14% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 6,795 | 706 | 0.0% | 0.0% | 164 | +3,887 | 133.67% | Q4 2025 | Jan 30, 2026 |
| Vision Capital Management, Inc. | History | No change | 6,740 | 701 | 0.08% | 0.09% | 165 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,533 | 679 | 0.05% | 0.05% | 166 | -87 | -1.31% | Q4 2025 | Feb 20, 2026 |
| Bowman & Co S.C. | History | Reduced | 6,505 | 676 | 0.28% | 0.29% | 167 | -111 | -1.68% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 6,222 | 647 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,157 | 640 | 0.0% | 0.0% | 169 | +4 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | No change | 6,074 | 631 | 0.27% | 0.27% | 170 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 6,031 | 627 | 0.14% | 0.16% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MKT Advisors LLC | History | Added to | 5,808 | 608 | 0.21% | 0.23% | 172 | +1 | 0.02% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,837 | 607 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 5,715 | 594 | 0.29% | 0.25% | 174 | +775 | 15.69% | Q4 2025 | Feb 19, 2026 |
| Indivisible Partners | History | New | 5,708 | 593 | 0.06% | — | 176 | +5,708 | New | Q4 2025 | Feb 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,709 | 593 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 5,659 | 588 | 0.34% | 0.29% | 177 | +968 | 20.64% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 5,648 | 587 | 0.01% | 0.01% | 178 | +853 | 17.79% | Q4 2025 | Feb 05, 2026 |
| INVESTED ADVISORS | History | New | 5,585 | 581 | 0.6% | — | 179 | +5,585 | New | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,546 | 577 | 0.01% | 0.01% | 180 | -776 | -12.27% | Q4 2025 | Feb 06, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 5,505 | 572 | 0.32% | — | 181 | +5,505 | New | Q4 2025 | Feb 06, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 5,400 | 561 | 0.41% | 0.42% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Milestone Investment Advisors LLC | History | New | 5,275 | 548 | 0.13% | — | 183 | +5,275 | New | Q4 2025 | Feb 11, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,180 | 538 | 0.16% | 0.16% | 184 | -23 | -0.44% | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,139 | 534 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 5,060 | 526 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 5,032 | 523 | 0.37% | 0.41% | 187 | +7 | 0.14% | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,976 | 517 | 0.17% | 0.16% | 188 | -18 | -0.36% | Q4 2025 | Jan 13, 2026 |
| SK Wealth Management, LLC | History | Added to | 4,860 | 513 | 0.14% | 0.19% | 189 | +7 | 0.14% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 4,860 | 505 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspect Partners, LLC | History | No change | 4,755 | 494 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,647 | 483 | 0.0% | 0.0% | 192 | +15 | 0.32% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | No change | 4,575 | 475 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 4,565 | 474 | 0.3% | 0.31% | 194 | -6 | -0.13% | Q4 2025 | Mar 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,538 | 472 | 0.01% | 0.01% | 195 | +10 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Paladin Advisory Group, LLC | History | No change | 4,490 | 467 | 0.34% | 0.36% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 4,428 | 460 | 0.16% | 0.19% | 197 | -385 | -8.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,383 | 456 | 0.0% | 0.0% | 198 | -81 | -1.81% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Added to | 4,354 | 453 | 0.12% | 0.13% | 199 | +2 | 0.05% | Q4 2025 | Jan 20, 2026 |
| LJI Wealth Management, LLC | History | No change | 4,360 | 453 | 0.07% | 0.08% | 200 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 4,281 | 445 | 0.35% | — | 201 | +4,281 | New | Q4 2025 | Feb 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,250 | 442 | 0.1% | 0.11% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 4,244 | 441 | 0.04% | 0.04% | 203 | +76 | 1.82% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | New | 4,211 | 438 | 0.0% | — | 204 | +4,211 | New | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 4,178 | 434 | 0.01% | 0.01% | 205 | +53 | 1.28% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | No change | 4,153 | 432 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | No change | 4,116 | 428 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 4,033 | 419 | 0.01% | 0.01% | 208 | +1,733 | 75.35% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,920 | 407 | 0.02% | 0.02% | 209 | -42 | -1.06% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,893 | 405 | 0.02% | 0.03% | 210 | +340 | 9.57% | Q4 2025 | Feb 17, 2026 |
| Paragon Capital Management Ltd | History | No change | 3,834 | 398 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,800 | 395 | 0.01% | 0.01% | 212 | +950 | 33.33% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 3,740 | 389 | 0.01% | 0.01% | 214 | +155 | 4.32% | Q4 2025 | Mar 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,740 | 389 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,765 | 376 | 0.01% | 0.02% | 215 | -2,902 | -37.85% | Q4 2025 | Feb 11, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,614 | 376 | 0.01% | 0.01% | 216 | -86 | -2.32% | Q4 2025 | Jan 20, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 3,460 | 359 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 3,315 | 344 | 0.01% | 0.01% | 218 | -20 | -0.6% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,211 | 334 | 0.0% | — | 219 | +3,211 | New | Q4 2025 | Feb 18, 2026 |
| Evanson Asset Management, LLC | History | No change | 3,100 | 322 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 3,075 | 319 | 0.01% | — | 221 | +3,075 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 3,058 | 318 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,032 | 315 | 0.0% | — | 223 | +3,032 | New | Q4 2025 | Jan 20, 2026 |
| Platt Investment Counsel, LLC | History | No change | 3,000 | 312 | 0.23% | 0.25% | 224 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 2,730 | 308 | 0.15% | — | 226 | +2,730 | New | Q4 2025 | Jan 09, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,965 | 308 | 0.04% | 0.05% | 225 | +1 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 2,943 | 306 | 0.23% | 0.25% | 228 | -78 | -2.58% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,947 | 306 | 0.02% | 0.02% | 227 | +5 | 0.17% | Q4 2025 | Jan 09, 2026 |
| Elevation Wealth Management LLC | History | New | 2,906 | 302 | 0.29% | — | 229 | +2,906 | New | Q4 2025 | Feb 12, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 2,833 | 294 | 0.2% | 0.21% | 230 | -15 | -0.53% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,797 | 291 | 0.01% | 0.01% | 232 | +4 | 0.14% | Q4 2025 | Jan 20, 2026 |
| StoneX Group Inc. | History | No change | 2,805 | 291 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 2,758 | 286 | 0.04% | 0.03% | 234 | +700 | 34.01% | Q4 2025 | Feb 02, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 2,750 | 286 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,712 | 282 | 0.05% | 0.05% | 235 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,692 | 280 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sherman Wealth Management LLC | History | New | 2,641 | 274 | 0.24% | — | 237 | +2,641 | New | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | Added to | 2,622 | 272 | 0.05% | 0.04% | 238 | +617 | 30.77% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2,600 | 270 | 0.04% | — | 239 | +2,600 | New | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,572 | 267 | 0.0% | 0.02% | 240 | -20,013 | -88.61% | Q4 2025 | Jan 26, 2026 |
| Fulcrum Equity Management | History | Reduced | 2,530 | 263 | 0.25% | 0.27% | 241 | -52 | -2.01% | Q4 2025 | Jan 06, 2026 |
| McHugh Group, LLC | History | No change | 2,530 | 263 | 0.15% | 0.16% | 242 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,520 | 262 | 0.02% | 0.03% | 243 | +3 | 0.12% | Q4 2025 | Jan 28, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,500 | 260 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mathes Company, Inc. | History | No change | 2,500 | 260 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | No change | 2,490 | 259 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 2,477 | 257 | 0.06% | 4.81% | 247 | -182,924 | -98.66% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,469 | 256 | 0.01% | 0.02% | 248 | -98 | -3.82% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | No change | 2,469 | 256 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,468 | 256 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Destination Wealth Management | History | No change | 2,407 | 250 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | No change | 2,398 | 249 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nilsine Partners, LLC | History | No change | 2,400 | 249 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 2,380 | 247 | 0.11% | 0.11% | 254 | -165 | -6.48% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,346 | 244 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,341 | 243 | 0.01% | 0.01% | 256 | -146 | -5.87% | Q4 2025 | Jan 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,325 | 241 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,320 | 241 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,307 | 240 | 0.0% | 0.08% | 259 | -35,882 | -93.96% | Q4 2025 | Feb 03, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,250 | 234 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,249 | 233 | 0.0% | — | 261 | +2,249 | New | Q4 2025 | Feb 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,217 | 230 | 0.03% | — | 263 | +2,217 | New | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,195 | 230 | 0.02% | 0.02% | 262 | -63 | -2.79% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,145 | 223 | 0.0% | — | 265 | +2,145 | New | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,151 | 223 | 0.01% | 0.01% | 264 | -52 | -2.36% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,071 | 215 | 0.01% | — | 266 | +2,071 | New | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,055 | 215 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 5T Wealth, LLC | History | Reduced | 2,051 | 213 | 0.09% | 0.09% | 268 | -8 | -0.39% | Q4 2025 | Jan 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 2,026 | 210 | 0.05% | 0.06% | 269 | +3 | 0.15% | Q4 2025 | Jan 13, 2026 |
| MLP3, LLC | History | New | 2,000 | 208 | 0.23% | — | 270 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | New | 1,966 | 204 | 0.0% | — | 271 | +1,966 | New | Q4 2025 | Feb 03, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 2,000 | 204 | 0.14% | 0.15% | 272 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,960 | 203 | 0.0% | 0.0% | 273 | +110 | 5.95% | Q4 2025 | Feb 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,796 | 186 | 0.01% | 0.01% | 274 | -225 | -11.13% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 1,740 | 181 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,531 | 159 | 0.0% | 0.01% | 276 | -657 | -30.03% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,520 | 158 | 0.14% | — | 277 | +1,520 | New | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 1,450 | 150 | 0.04% | — | 278 | +1,450 | New | Q4 2025 | Feb 05, 2026 |
| Costello Asset Management, INC | History | Added to | 1,367 | 142 | 0.05% | 0.05% | 279 | +2 | 0.15% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | No change | 1,300 | 135 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,200 | 124 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 1,170 | 121 | 0.02% | 0.02% | 282 | -30 | -2.5% | Q4 2025 | Feb 11, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,128 | 117 | 0.01% | 0.01% | 283 | +1 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,075 | 111 | 0.06% | — | 284 | +1,075 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,026 | 106 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,003 | 104 | 0.03% | 0.03% | 287 | +2 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,007 | 104 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 950 | 98 | 0.0% | — | 288 | +950 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 898 | 93 | 0.0% | 0.0% | 289 | -950 | -51.41% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 880 | 91 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 843 | 87 | 0.03% | 0.9% | 291 | -17,603 | -95.43% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 750 | 78 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 720 | 74 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 680 | 70 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Added to | 630 | 65 | 0.0% | 0.0% | 295 | +121 | 23.77% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 610 | 63 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 577 | 60 | 0.03% | — | 298 | +577 | New | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | No change | 580 | 60 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 534 | 55 | 0.04% | — | 300 | +534 | New | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 526 | 55 | 0.0% | 0.0% | 299 | -4 | -0.75% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 494 | 52 | 0.01% | 0.01% | 302 | -109 | -18.08% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 500 | 52 | 0.0% | 0.0% | 301 | -17 | -3.29% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | New | 465 | 48 | 0.0% | — | 304 | +465 | New | Q4 2025 | Feb 02, 2026 |
| Cheviot Value Management, LLC | History | No change | 458 | 48 | 0.0% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 447 | 47 | 0.0% | 0.0% | 305 | +37 | 9.02% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 437 | 45 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 378 | 39 | 0.0% | 0.0% | 307 | +350 | 1250.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 372 | 38 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 355 | 36 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | No change | 336 | 34 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 300 | 31 | 0.01% | — | 311 | +300 | New | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | No change | 104 | 29 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | No change | 256 | 26 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 200 | 20 | 0.02% | — | 314 | +200 | New | Q4 2025 | Jan 22, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 197 | 20 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 185 | 19 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nova Wealth Management, Inc. | History | No change | 175 | 18 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | No change | 160 | 16 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | No change | 130 | 13 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 107 | 11 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 98 | 10 | 0.0% | — | 322 | +98 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 104 | 10 | 0.0% | 0.0% | 321 | +33 | 46.48% | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 88 | 9 | 0.0% | 0.0% | 324 | +1 | 1.15% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 62 | 6 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 51 | 5 | 0.0% | 0.0% | 326 | -26 | -33.77% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 46 | 4 | 0.0% | 0.0% | 327 | -1 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cornerstone Financial Management LLC | History | New | 25 | 2 | 0.0% | — | 332 | +25 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 2 | 0.0% | — | 333 | +25 | New | Q4 2025 | Feb 19, 2026 |
| Motiv8 Investments LLC | History | New | 15 | 2 | 0.0% | — | 331 | +15 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 6.85% | — | -401,848 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Trinity Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.49% | — | -63,666 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -26,030 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -21,553 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Del-Sette Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -19,592 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -8,719 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,610 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,512 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TRED AVON FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,460 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,638 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.05% | — | -2,217 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -2,215 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,040 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -485 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -260 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signature Resources Capital Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Fortis Group Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |