iSHARES TRUST - IMCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 1,846,327 | 152,746 | 0.17% | 0.0% | 1 | +1,799,387 | 3833.38% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,501,549 | 124,223 | 0.01% | 0.01% | 2 | +228,216 | 17.92% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,331,760 | 110,176 | 0.02% | 0.02% | 3 | +10,355 | 0.78% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 498,208 | 41,216 | 0.01% | 0.01% | 4 | +181,661 | 57.39% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 456,261 | 37,746 | 0.01% | 0.01% | 5 | -15,558 | -3.3% | Q4 2025 | Feb 11, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 428,013 | 35,409 | 2.98% | 2.95% | 6 | +16,966 | 4.13% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 237,483 | 19,646 | 0.02% | 0.03% | 7 | -42,878 | -15.29% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 204,827 | 16,945 | 0.0% | 0.0% | 8 | +122,352 | 148.35% | Q4 2025 | Feb 13, 2026 |
| Matrix Trust Co | History | Added to | 189,190 | 15,652 | 2.58% | 2.43% | 9 | +2,192 | 1.17% | Q4 2025 | Jan 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 189,190 | 15,651 | 0.67% | 0.69% | 10 | +2,190 | 1.17% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 179,461 | 14,846 | 0.02% | 0.02% | 11 | -6,528 | -3.51% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 179,442 | 14,845 | 0.94% | 0.94% | 12 | +11,167 | 6.64% | Q4 2025 | Feb 06, 2026 |
| Fortitude Financial, LLC | History | New | 174,666 | 14,450 | 12.26% | — | 13 | +174,666 | New | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 161,135 | 13,333 | 0.0% | 0.0% | 14 | -11,411 | -6.61% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 137,663 | 11,388 | 0.13% | 0.08% | 15 | +56,413 | 69.43% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 123,175 | 10,190 | 0.02% | 0.03% | 16 | -1,100 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 117,988 | 9,761 | 7.6% | — | 17 | +117,988 | New | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 116,957 | 9,675 | 0.07% | 0.07% | 18 | +3,723 | 3.29% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 115,163 | 9,527 | 1.93% | 1.95% | 19 | +3,723 | 3.34% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,761 | 9,333 | 0.01% | 0.01% | 20 | -5,811 | -4.9% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 109,533 | 9,061 | 0.0% | 0.0% | 21 | +13,076 | 13.56% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 106,973 | 8,850 | 0.0% | — | 22 | +106,973 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 105,378 | 8,717 | 0.09% | 0.11% | 23 | +16,657 | 18.77% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,891 | 8,429 | 0.03% | 0.02% | 24 | +55,978 | 121.92% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 83,392 | 6,899 | 0.02% | 0.02% | 25 | -4,471 | -5.09% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 73,957 | 6,118 | 0.01% | 0.01% | 26 | +339 | 0.46% | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 68,220 | 5,643 | 3.14% | 3.7% | 27 | +8,105 | 13.48% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 66,419 | 5,494 | 0.0% | 0.0% | 28 | -11,338 | -14.58% | Q4 2025 | Feb 10, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 66,278 | 5,483 | 2.36% | 2.63% | 29 | -2,875 | -4.16% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 64,130 | 5,305 | 0.2% | 0.21% | 30 | -2,492 | -3.74% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 60,468 | 5,002 | 0.09% | 0.09% | 31 | +4,792 | 8.61% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 54,153 | 4,480 | 0.01% | 0.01% | 32 | -4,330 | -7.4% | Q4 2025 | Feb 18, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 53,735 | 4,445 | 0.48% | 0.53% | 33 | +3,433 | 6.82% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 44,878 | 3,712 | 0.05% | 0.05% | 34 | +3,959 | 9.68% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,380 | 3,588 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 41,254 | 3,412 | 0.0% | 0.0% | 36 | +6,597 | 19.04% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 38,341 | 3,171 | 0.36% | 0.4% | 37 | -1,156 | -2.93% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 37,891 | 3,134 | 0.12% | 0.12% | 38 | -46 | -0.12% | Q4 2025 | Jan 21, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 36,080 | 2,984 | 0.83% | 0.86% | 39 | -678 | -1.84% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 35,168 | 2,909 | 0.1% | 0.12% | 40 | -1,488 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 34,802 | 2,879 | 0.02% | 0.02% | 41 | -1,198 | -3.33% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,457 | 2,604 | 0.0% | 0.0% | 42 | +20 | 0.07% | Q4 2025 | Jan 08, 2026 |
| United Advisor Group, LLC | History | Added to | 31,223 | 2,583 | 0.32% | 0.34% | 43 | +667 | 2.18% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,700 | 2,457 | 0.0% | 0.0% | 44 | +364 | 1.24% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,906 | 2,391 | 0.0% | 0.0% | 45 | +5,092 | 21.38% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,659 | 2,288 | 0.02% | 0.02% | 46 | +311 | 1.14% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,311 | 2,259 | 0.0% | 0.0% | 47 | +2,334 | 9.34% | Q4 2025 | Feb 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 24,514 | 2,028 | 0.32% | 0.64% | 48 | -23,283 | -48.71% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 20,979 | 1,735 | 0.0% | 0.0% | 49 | +48 | 0.23% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,834 | 1,640 | 0.0% | — | 50 | +19,834 | New | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 17,198 | 1,422 | 0.08% | 0.08% | 51 | -300 | -1.71% | Q4 2025 | Jan 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 16,797 | 1,389 | 0.72% | 0.77% | 52 | +208 | 1.25% | Q4 2025 | Jan 29, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 16,266 | 1,345 | 1.11% | 1.13% | 53 | +238 | 1.48% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 15,767 | 1,304 | 0.06% | 0.19% | 54 | -53,080 | -77.1% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 15,632 | 1,293 | 0.0% | 0.0% | 55 | +957 | 6.52% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 14,377 | 1,189 | 0.0% | 0.0% | 56 | +444 | 3.19% | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | New | 14,283 | 1,181 | 0.02% | — | 57 | +14,283 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,041 | 1,078 | 0.0% | 0.0% | 58 | +6,305 | 93.6% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,075 | 1,060 | 0.03% | 0.02% | 59 | -70 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,908 | 985 | 0.01% | 0.01% | 60 | +26 | 0.22% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | Reduced | 11,668 | 965 | 0.38% | 0.44% | 61 | -375 | -3.11% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | No change | 11,532 | 954 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,409 | 943 | 0.32% | 0.6% | 63 | -12,255 | -51.79% | Q4 2025 | Jan 13, 2026 |
| Rede Wealth, LLC | History | New | 11,357 | 939 | 0.33% | — | 64 | +11,357 | New | Q4 2025 | Jan 23, 2026 |
| American Trust | History | Reduced | 10,443 | 863 | 0.07% | 0.09% | 65 | -1,687 | -13.91% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,229 | 846 | 0.0% | 0.0% | 66 | -1,260 | -10.97% | Q4 2025 | Feb 11, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,200 | 843 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Edge Financial Advisors LLC | History | Added to | 10,132 | 838 | 0.35% | 0.37% | 68 | +261 | 2.64% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,733 | 805 | 0.01% | 0.01% | 69 | -29 | -0.3% | Q4 2025 | Feb 02, 2026 |
| Summit Asset Management, LLC | History | Reduced | 9,554 | 790 | 0.11% | 0.13% | 70 | -301 | -3.05% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,407 | 778 | 0.02% | 0.02% | 71 | +15 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,286 | 768 | 0.56% | 0.45% | 72 | +2,134 | 29.84% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 8,540 | 735 | 0.02% | 0.02% | 73 | -20 | -0.23% | Q4 2025 | Jan 23, 2026 |
| TRUEFG, LLC | History | Reduced | 8,619 | 713 | 0.19% | 0.2% | 74 | -190 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 8,537 | 706 | 0.09% | 0.09% | 75 | +522 | 6.51% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,037 | 664 | 0.01% | 0.02% | 76 | -3,749 | -31.81% | Q4 2025 | Feb 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,036 | 664 | 0.18% | 0.15% | 77 | +1,653 | 25.9% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,019 | 663 | 0.02% | 0.01% | 78 | +2,659 | 49.61% | Q4 2025 | Jan 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,004 | 662 | 0.06% | 0.08% | 79 | +372 | 4.87% | Q4 2025 | Jan 22, 2026 |
| Hilltop Holdings Inc. | History | Added to | 7,953 | 657 | 0.04% | 0.03% | 80 | +282 | 3.68% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,728 | 639 | 0.01% | 0.01% | 81 | -2,180 | -22.0% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 7,316 | 605 | 0.0% | 0.0% | 82 | +195 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 6,861 | 567 | 0.05% | 0.06% | 83 | +112 | 1.66% | Q4 2025 | Jan 15, 2026 |
| SB Capital Management Inc | History | New | 6,756 | 558 | 0.2% | — | 84 | +6,756 | New | Q4 2025 | Feb 20, 2026 |
| LAWOOD & CO | History | New | 6,736 | 557 | 0.53% | — | 85 | +6,736 | New | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | No change | 6,637 | 549 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Haverford Trust Co | History | Added to | 6,601 | 546 | 0.0% | 0.0% | 87 | +44 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | No change | 6,496 | 537 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,462 | 534 | 0.01% | 0.01% | 89 | -402 | -5.86% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 6,407 | 530 | 0.0% | 0.0% | 90 | +389 | 6.46% | Q4 2025 | Jan 29, 2026 |
| GWN SECURITIES INC. | History | New | 6,365 | 526 | 0.11% | — | 91 | +6,365 | New | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | No change | 6,154 | 509 | 0.02% | 0.03% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,665 | 468 | 0.01% | 0.01% | 93 | +158 | 2.87% | Q4 2025 | Feb 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 5,561 | 460 | 0.21% | 0.22% | 94 | -25 | -0.45% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,394 | 446 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 5,392 | 446 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 5,337 | 441 | 0.21% | 0.21% | 97 | +4 | 0.08% | Q4 2025 | Jan 26, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 5,197 | 429 | 0.13% | 0.13% | 98 | +177 | 3.53% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 4,828 | 422 | 0.11% | — | 99 | +4,828 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | No change | 4,978 | 411 | 0.01% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,954 | 409 | 0.01% | — | 101 | +4,954 | New | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,828 | 404 | 0.0% | 0.0% | 102 | +20 | 0.42% | Q4 2025 | Feb 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,828 | 399 | 0.03% | 0.04% | 103 | +20 | 0.42% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,803 | 397 | 0.02% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,759 | 393 | 0.08% | 0.09% | 105 | -679 | -12.49% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Added to | 4,630 | 383 | 0.01% | 0.0% | 106 | +4,390 | 1829.17% | Q4 2025 | Feb 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,587 | 379 | 0.02% | 0.02% | 107 | -7 | -0.15% | Q4 2025 | Jan 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,551 | 376 | 0.01% | 0.01% | 108 | +77 | 1.72% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 4,544 | 375 | 0.0% | 0.0% | 109 | +496 | 12.25% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 4,332 | 358 | 0.0% | 0.0% | 110 | -275 | -5.97% | Q4 2025 | Feb 10, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 4,290 | 354 | 0.14% | 0.15% | 111 | +18 | 0.42% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 4,131 | 341 | 0.0% | 0.0% | 112 | +157 | 3.95% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 4,101 | 339 | 0.0% | 0.0% | 113 | -587 | -12.52% | Q4 2025 | Feb 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,000 | 330 | 0.03% | 0.04% | 114 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Glenview Trust Co | History | No change | 3,887 | 321 | 0.0% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 3,851 | 318 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,825 | 316 | 0.04% | — | 118 | +3,825 | New | Q4 2025 | Feb 04, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,822 | 316 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| XML Financial, LLC | History | No change | 3,740 | 309 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,560 | 294 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 3,553 | 293 | 0.03% | 0.04% | 121 | -500 | -12.34% | Q4 2025 | Feb 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 3,476 | 287 | 0.03% | 0.04% | 122 | -491 | -12.38% | Q4 2025 | Jan 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,446 | 285 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allegheny Financial Group | History | New | 3,273 | 270 | 0.04% | — | 124 | +3,273 | New | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Reduced | 3,241 | 268 | 0.0% | 0.0% | 125 | -997 | -23.53% | Q4 2025 | Jan 30, 2026 |
| Detalus Advisors, LLC | History | Added to | 3,243 | 268 | 0.07% | 0.07% | 127 | +32 | 1.0% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 3,241 | 268 | 0.09% | 0.09% | 126 | +14 | 0.43% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,115 | 257 | 0.0% | 0.0% | 128 | -75 | -2.35% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,089 | 255 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 3,019 | 249 | 0.0% | 0.0% | 131 | +522 | 20.91% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,012 | 249 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,988 | 247 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,899 | 239 | 0.0% | 0.0% | 133 | +4 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 2,646 | 231 | 0.05% | 0.06% | 134 | +235 | 9.75% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,678 | 221 | 0.04% | — | 135 | +2,678 | New | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Added to | 2,661 | 220 | 0.03% | 0.03% | 136 | +14 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Mosley Wealth Management | History | New | 2,621 | 219 | 0.1% | — | 138 | +2,621 | New | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 2,650 | 219 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 2,621 | 216 | 0.11% | 0.12% | 139 | +2 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,581 | 213 | 0.14% | 0.14% | 140 | +8 | 0.31% | Q4 2025 | Feb 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 2,508 | 207 | 0.01% | 0.01% | 141 | +11 | 0.44% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,501 | 206 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,988 | 164 | 0.0% | 0.0% | 143 | -19 | -0.95% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,918 | 158 | 0.0% | 0.0% | 144 | +29 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,786 | 147 | 0.05% | — | 145 | +1,786 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,735 | 143 | 0.0% | 0.0% | 147 | +113 | 6.97% | Q4 2025 | Jan 20, 2026 |
| HOWE & RUSLING INC | History | No change | 1,736 | 143 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,675 | 138 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,629 | 134 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,601 | 132 | 0.0% | 0.0% | 150 | +5 | 0.31% | Q4 2025 | Mar 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,481 | 122 | 0.01% | — | 151 | +1,481 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,451 | 120 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,453 | 120 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EPG Wealth Management LLC | History | No change | 1,430 | 118 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,245 | 102 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,166 | 96 | 0.0% | 0.0% | 156 | -10 | -0.85% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,141 | 94 | 0.04% | 0.04% | 157 | +5 | 0.44% | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,111 | 91 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 1,100 | 91 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,000 | 82 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 984 | 81 | 0.01% | — | 162 | +984 | New | Q4 2025 | Feb 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 983 | 81 | 0.0% | 0.0% | 161 | +3 | 0.31% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Reduced | 977 | 80 | 0.02% | 0.02% | 163 | -152 | -13.46% | Q4 2025 | Jan 30, 2026 |
| Silicon Valley Capital Partners | History | Added to | 965 | 79 | 0.01% | 0.01% | 164 | +4 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 924 | 76 | 0.03% | 0.03% | 165 | -1 | -0.11% | Q4 2025 | Jan 22, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 710 | 58 | 0.03% | 0.03% | 166 | +3 | 0.42% | Q4 2025 | Feb 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 675 | 55 | 0.0% | 0.0% | 167 | +2 | 0.3% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 643 | 53 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| one8zero8, LLC | History | No change | 600 | 49 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 520 | 43 | 0.0% | — | 170 | +520 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | New | 515 | 42 | 0.0% | — | 171 | +515 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 498 | 41 | 0.0% | 0.0% | 172 | +166 | 50.0% | Q4 2025 | Jan 21, 2026 |
| Basepoint Wealth LLC | History | New | 487 | 40 | 0.02% | — | 174 | +487 | New | Q4 2025 | Feb 10, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 486 | 40 | 0.01% | 0.01% | 173 | +2 | 0.41% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 480 | 39 | 0.01% | — | 175 | +480 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 452 | 37 | 0.0% | 0.0% | 176 | -114 | -20.14% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 439 | 36 | 0.0% | — | 177 | +439 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 426 | 35 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 420 | 35 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 400 | 33 | 0.0% | 0.0% | 180 | +381 | 2005.26% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 391 | 32 | 0.0% | 0.0% | 181 | +1 | 0.26% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 330 | 27 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 328 | 27 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 306 | 25 | 0.0% | — | 184 | +306 | New | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 297 | 24 | 0.0% | 0.01% | 185 | -2,475 | -89.29% | Q4 2025 | Feb 17, 2026 |
| Olistico Wealth, LLC | History | New | 300 | 24 | 0.01% | — | 187 | +300 | New | Q4 2025 | Jan 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 280 | 24 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 273 | 23 | 0.0% | 0.0% | 188 | -221 | -44.74% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 239 | 20 | 0.0% | 0.0% | 189 | -2 | -0.83% | Q4 2025 | Jan 28, 2026 |
| SYM FINANCIAL Corp | History | No change | 228 | 18 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 220 | 18 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 184 | 15 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 184 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 178 | 14 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | New | 122 | 10 | 0.0% | — | 195 | +122 | New | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | New | 62 | 5 | 0.0% | — | 197 | +62 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 68 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Decker Retirement Planning Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 13.19% | — | -1,129,819 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,703 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADELL HARRIMAN & CARPENTER INC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,620 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,061 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,699 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,455 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,454 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -936 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -595 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Copia Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |