iSHARES TRUST - IMCV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,008,321 | 83,023 | 0.67% | 0.64% | 1 | +29,521 | 3.02% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Reduced | 585,516 | 48,210 | 0.0% | 0.0% | 2 | -47,081 | -7.44% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 448,850 | 36,957 | 0.01% | 0.01% | 3 | +39,746 | 9.72% | Q4 2025 | Feb 18, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 358,216 | 29,494 | 0.65% | 0.66% | 4 | -1,979 | -0.55% | Q4 2025 | Jan 07, 2026 |
| LPL Financial LLC | History | Added to | 338,792 | 27,895 | 0.01% | 0.01% | 5 | +61,366 | 22.12% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 330,847 | 27,241 | 0.19% | 0.2% | 6 | -8,481 | -2.5% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 291,826 | 24,028 | 0.03% | 0.03% | 7 | +19,595 | 7.2% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 261,282 | 21,513 | 0.0% | 0.0% | 8 | +42,544 | 19.45% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 235,920 | 19,425 | 0.0% | 0.0% | 9 | +160,553 | 213.03% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 225,131 | 18,536 | 0.0% | 0.0% | 10 | -3,054 | -1.34% | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | Added to | 222,628 | 18,330 | 1.93% | 1.71% | 11 | +32,706 | 17.22% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 217,393 | 17,901 | 0.03% | 0.03% | 12 | -15,814 | -6.78% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Added to | 206,652 | 17,015 | 0.73% | 0.73% | 13 | +2,586 | 1.27% | Q4 2025 | Jan 27, 2026 |
| Matrix Trust Co | History | Added to | 206,652 | 17,015 | 2.81% | 2.57% | 14 | +2,586 | 1.27% | Q4 2025 | Jan 13, 2026 |
| UBS Group AG | History | Added to | 193,463 | 15,929 | 0.0% | 0.0% | 15 | +5,726 | 3.05% | Q4 2025 | Jan 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 141,543 | 11,654 | 6.18% | — | 16 | +141,543 | New | Q4 2025 | Feb 13, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 128,156 | 10,552 | 1.22% | 1.24% | 17 | +1,458 | 1.15% | Q4 2025 | Jan 28, 2026 |
| swisspartners Advisors Ltd | History | Added to | 127,550 | 10,490 | 7.62% | 8.32% | 18 | +1,790 | 1.42% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 118,360 | 9,745 | 0.0% | 0.0% | 19 | -6,120 | -4.92% | Q4 2025 | Feb 10, 2026 |
| Rodgers & Associates, LTD | History | Added to | 111,456 | 9,177 | 0.93% | 0.87% | 20 | +6,306 | 6.0% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 97,338 | 8,014 | 0.01% | 0.0% | 21 | +49,880 | 105.1% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 96,430 | 7,939 | 0.01% | 0.01% | 22 | -6,811 | -6.6% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 93,331 | 7,685 | 0.0% | — | 23 | +93,331 | New | Q4 2025 | Feb 17, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 86,288 | 7,104 | 0.76% | 0.84% | 24 | +4,451 | 5.44% | Q4 2025 | Jan 28, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 83,657 | 6,888 | 4.89% | 4.8% | 25 | +637 | 0.77% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 82,675 | 6,807 | 0.28% | 0.28% | 26 | -480 | -0.58% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 81,732 | 6,729 | 0.04% | 0.04% | 27 | -3,149 | -3.71% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 66,042 | 5,437 | 0.03% | 0.03% | 28 | +3,197 | 5.09% | Q4 2025 | Jan 12, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 60,727 | 5,000 | 0.77% | 0.8% | 29 | +3,690 | 6.47% | Q4 2025 | Jan 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 54,718 | 4,690 | 0.4% | 0.4% | 30 | -2,119 | -3.73% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 56,262 | 4,632 | 0.01% | 0.01% | 31 | -831 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,578 | 4,164 | 0.01% | 0.01% | 32 | +163 | 0.32% | Q4 2025 | Feb 05, 2026 |
| DDFG, Inc | History | Added to | 46,836 | 3,856 | 0.84% | 0.84% | 33 | +1,767 | 3.92% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 46,626 | 3,839 | 0.01% | 0.0% | 34 | +34,315 | 278.73% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,778 | 3,769 | 0.0% | 0.0% | 35 | +405 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 44,428 | 3,658 | 0.0% | 0.0% | 36 | +28,292 | 175.33% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 43,166 | 3,554 | 0.02% | — | 37 | +43,166 | New | Q4 2025 | Feb 18, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 40,545 | 3,338 | 0.61% | 0.59% | 38 | -159 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | Added to | 38,400 | 3,161 | 1.86% | 1.85% | 39 | +2,195 | 6.06% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,125 | 2,315 | 0.01% | 0.01% | 40 | -29,769 | -51.42% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,772 | 2,286 | 0.02% | 0.02% | 41 | +179 | 0.65% | Q4 2025 | Jan 26, 2026 |
| Vivaldi Capital Management LP | History | Added to | 27,542 | 2,267 | 0.31% | 0.28% | 42 | +2,877 | 11.66% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,074 | 2,229 | 0.07% | 0.06% | 43 | +936 | 3.58% | Q4 2025 | Jan 09, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 25,299 | 2,083 | 1.08% | 1.12% | 44 | +248 | 0.99% | Q4 2025 | Jan 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 24,778 | 2,040 | 0.22% | 0.23% | 45 | -368 | -1.46% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Reduced | 24,401 | 2,009 | 0.0% | 0.0% | 46 | -406 | -1.64% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 22,656 | 1,865 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 20,351 | 1,738 | 0.06% | 0.05% | 48 | +730 | 3.72% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,101 | 1,655 | 0.03% | 0.03% | 49 | -828 | -3.96% | Q4 2025 | Feb 12, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 19,080 | 1,570 | 0.22% | 0.23% | 50 | -13 | -0.07% | Q4 2025 | Jan 23, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 18,761 | 1,544 | 0.46% | 0.48% | 51 | -992 | -5.02% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,624 | 1,490 | 0.0% | 0.0% | 52 | +1,293 | 7.92% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 17,841 | 1,468 | 0.0% | 0.0% | 53 | +91 | 0.51% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,498 | 1,358 | 0.0% | 0.0% | 54 | -1,957 | -10.6% | Q4 2025 | Mar 25, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 16,311 | 1,342 | 0.04% | 0.05% | 55 | -322 | -1.94% | Q4 2025 | Feb 03, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 16,070 | 1,323 | 0.44% | 0.4% | 56 | -183 | -1.13% | Q4 2025 | Jan 13, 2026 |
| Avior Wealth Management, LLC | History | New | 15,307 | 1,260 | 0.04% | — | 58 | +15,307 | New | Q4 2025 | Jan 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,308 | 1,260 | 0.0% | 0.0% | 57 | +2,660 | 21.03% | Q4 2025 | Feb 11, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 13,837 | 1,139 | 0.4% | 0.4% | 59 | +313 | 2.31% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | No change | 13,727 | 1,130 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 13,530 | 1,114 | 0.0% | 0.0% | 61 | -60 | -0.44% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 12,368 | 1,018 | 0.03% | 0.03% | 62 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 9,836 | 809 | 0.1% | 0.09% | 63 | +1,060 | 12.08% | Q4 2025 | Feb 03, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 9,638 | 793 | 0.22% | 0.23% | 64 | -415 | -4.13% | Q4 2025 | Feb 11, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 8,889 | 731 | 0.13% | 0.14% | 65 | -94 | -1.05% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,432 | 694 | 0.0% | 0.0% | 66 | -247 | -2.85% | Q4 2025 | Feb 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,200 | 675 | 0.33% | 0.31% | 67 | +90 | 1.11% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 7,919 | 652 | 0.0% | 0.0% | 68 | -2,400 | -23.26% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,438 | 612 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,047 | 580 | 0.03% | 0.02% | 70 | -11 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Allegheny Financial Group | History | New | 6,863 | 565 | 0.08% | — | 71 | +6,863 | New | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,397 | 526 | 0.01% | 0.01% | 73 | +985 | 18.2% | Q4 2025 | Jan 28, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 6,392 | 526 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,757 | 474 | 0.0% | 0.0% | 74 | +886 | 18.19% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,717 | 470 | 0.01% | 0.0% | 75 | -21 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 5,626 | 463 | 0.01% | — | 76 | +5,626 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,623 | 462 | 0.0% | 0.0% | 77 | +1,134 | 25.26% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,522 | 454 | 0.0% | 0.0% | 78 | +1,320 | 31.41% | Q4 2025 | Jan 29, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 5,504 | 453 | 0.26% | — | 80 | +5,504 | New | Q4 2025 | Jan 21, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Reduced | 5,504 | 453 | 0.26% | 0.24% | 79 | -282 | -4.87% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,304 | 436 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,050 | 415 | 0.0% | 0.0% | 82 | +62 | 1.24% | Q4 2025 | Feb 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 4,707 | 387 | 0.06% | 0.07% | 83 | -888 | -15.87% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,703 | 387 | 0.01% | 0.01% | 84 | -65 | -1.36% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,608 | 379 | 0.08% | 0.08% | 85 | +383 | 9.07% | Q4 2025 | Feb 11, 2026 |
| rebel Financial LLC | History | New | 4,595 | 378 | 0.16% | — | 86 | +4,595 | New | Q4 2025 | Mar 27, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 4,529 | 372 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,236 | 348 | 0.11% | — | 88 | +4,236 | New | Q4 2025 | Feb 17, 2026 |
| Summit Asset Management, LLC | History | No change | 4,216 | 347 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 4,155 | 342 | 0.24% | 0.27% | 90 | -12 | -0.29% | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 3,880 | 319 | 0.01% | 0.01% | 91 | -350 | -8.27% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | No change | 3,837 | 316 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 3,753 | 309 | 0.0% | 0.0% | 93 | +329 | 9.61% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,756 | 309 | 0.0% | 0.0% | 94 | +27 | 0.72% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 3,703 | 304 | 0.0% | 0.0% | 95 | +2,550 | 221.16% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,670 | 302 | 0.04% | 0.03% | 96 | +247 | 7.22% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,625 | 298 | 0.0% | 0.0% | 97 | +8 | 0.22% | Q4 2025 | Jan 29, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,601 | 296 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,466 | 285 | 0.0% | 0.0% | 99 | -20 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,453 | 284 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,430 | 282 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Insight Wealth Advisors | History | No change | 3,392 | 279 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 3,216 | 266 | 0.01% | — | 103 | +3,216 | New | Q4 2025 | Feb 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 3,111 | 256 | 0.03% | 0.04% | 104 | -1,237 | -28.45% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Added to | 2,995 | 246 | 0.0% | 0.0% | 105 | +73 | 2.5% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 2,846 | 234 | 0.02% | — | 106 | +2,846 | New | Q4 2025 | Apr 01, 2026 |
| LAWOOD & CO | History | New | 2,844 | 234 | 0.22% | — | 107 | +2,844 | New | Q4 2025 | Feb 05, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,808 | 231 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 2,803 | 230 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,745 | 226 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 2,628 | 225 | 0.06% | 0.09% | 111 | -608 | -18.79% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,710 | 223 | 0.0% | — | 112 | +2,710 | New | Q4 2025 | Jan 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,706 | 222 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 2,641 | 217 | 0.19% | — | 114 | +2,641 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,635 | 216 | 0.0% | 0.0% | 115 | +2,196 | 500.23% | Q4 2025 | Feb 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,600 | 214 | 0.46% | 0.44% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 5T Wealth, LLC | History | Reduced | 2,523 | 207 | 0.08% | 0.09% | 117 | -114 | -4.32% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,168 | 178 | 0.0% | 0.0% | 118 | -25 | -1.14% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,091 | 172 | 0.0% | 0.0% | 119 | +1,266 | 153.45% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,026 | 168 | 0.01% | 0.01% | 120 | -296 | -12.75% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,017 | 166 | 0.0% | 0.0% | 121 | +1,978 | 5071.79% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,928 | 158 | 0.0% | 0.0% | 122 | -8 | -0.41% | Q4 2025 | Feb 18, 2026 |
| Basepoint Wealth LLC | History | New | 1,658 | 136 | 0.08% | — | 123 | +1,658 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 123 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 17,336 | 94 | 0.0% | 0.0% | 125 | -862 | -4.74% | Q4 2025 | Mar 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 854 | 70 | 0.01% | 0.01% | 126 | +32 | 3.89% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 711 | 58 | 0.0% | 0.0% | 127 | +19 | 2.75% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 698 | 57 | 0.0% | 0.0% | 128 | +586 | 523.21% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | No change | 642 | 52 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 574 | 47 | 0.0% | 0.0% | 130 | -436 | -43.17% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 540 | 44 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GGM Financials LLC | History | Added to | 504 | 41 | 0.02% | 0.02% | 134 | +3 | 0.6% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 500 | 41 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 510 | 41 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 466 | 38 | 0.0% | 0.0% | 135 | +1 | 0.22% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 432 | 35 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 414 | 34 | 0.03% | — | 137 | +414 | New | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 351 | 28 | 0.0% | 0.0% | 138 | +280 | 394.37% | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 330 | 27 | 0.02% | — | 139 | +330 | New | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 305 | 25 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 300 | 24 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | No change | 300 | 24 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 268 | 22 | 0.0% | — | 143 | +268 | New | Q4 2025 | Feb 05, 2026 |
| Gleason Group, Inc. | History | Added to | 269 | 22 | 0.0% | 0.0% | 144 | +2 | 0.75% | Q4 2025 | Jan 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 262 | 21 | 0.0% | — | 145 | +262 | New | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Added to | 204 | 16 | 0.0% | 0.0% | 146 | +1 | 0.49% | Q4 2025 | Feb 26, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 164 | 13 | 0.01% | — | 148 | +164 | New | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 161 | 13 | 0.0% | 0.0% | 147 | -1 | -0.62% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 156 | 12 | 0.0% | 0.0% | 149 | +1 | 0.65% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 155 | 12 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 115 | 9 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Reduced | 93 | 7 | 0.0% | 0.0% | 152 | -72 | -43.64% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 63 | 5 | 0.0% | — | 153 | +62 | 6200.0% | Q4 2025 | Feb 09, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 73 | 5 | 0.0% | 0.0% | 155 | +1 | 1.39% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 57 | 4 | 0.0% | 0.0% | 156 | -11 | -16.18% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 37 | 3 | 0.0% | 0.0% | 158 | +1 | 2.78% | Q4 2025 | Feb 03, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 35 | 2 | 0.0% | — | 161 | +35 | New | Q4 2025 | Jan 28, 2026 |
| one8zero8, LLC | History | New | 31 | 2 | 0.0% | — | 160 | +31 | New | Q4 2025 | Feb 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 24 | 1 | 0.0% | — | 163 | +24 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,248 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,268 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,647 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,830 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Trust Investment Advisors | History | Closed out | 0 | 0 | — | 0.13% | — | -2,799 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,608 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,074 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,944 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -960 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -255 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Red Tortoise LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 22, 2026 |