iSHARES TRUST - IMTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,855,822 | 1,096,395 | 1.67% | 1.74% | 1 | +1,132,648 | 5.21% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,865,565 | 983,941 | 1.33% | 1.38% | 2 | +768,834 | 4.03% | Q4 2025 | Jan 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,593,085 | 76,420 | 1.39% | 1.43% | 3 | +55,900 | 3.64% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 1,289,410 | 61,853 | 0.0% | 0.0% | 4 | +197,707 | 18.11% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,020,555 | 48,956 | 0.03% | 0.03% | 5 | +231,394 | 29.32% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 933,652 | 44,775 | 0.01% | 0.01% | 6 | +92,758 | 11.03% | Q4 2025 | Feb 17, 2026 |
| Symmetry Partners, LLC | History | Added to | 883,958 | 42,403 | 2.51% | 2.2% | 7 | +462,143 | 109.56% | Q4 2025 | Jan 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 765,779 | 36,734 | 0.01% | 0.01% | 8 | -5,031 | -0.65% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 708,470 | 33,985 | 0.0% | 0.0% | 9 | +78,519 | 12.46% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 641,150 | 30,755 | 1.38% | 1.46% | 10 | +12,064 | 1.92% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 630,218 | 30,231 | 0.0% | 0.0% | 11 | +12,776 | 2.07% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 549,089 | 26,339 | 0.0% | 0.0% | 12 | +32,275 | 6.24% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 538,389 | 25,826 | 0.01% | 0.01% | 13 | -29,544 | -5.2% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 537,147 | 25,766 | 0.03% | 0.03% | 14 | +22,926 | 4.46% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 464,532 | 22,283 | 0.43% | 0.43% | 15 | +15,668 | 3.49% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 456,737 | 21,910 | 0.05% | 0.05% | 16 | +16,507 | 3.75% | Q4 2025 | Feb 11, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 454,137 | 21,784 | 3.66% | 3.7% | 17 | -20 | -0.0% | Q4 2025 | Jan 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 425,758 | 20,423 | 1.38% | 1.39% | 18 | +17,818 | 4.37% | Q4 2025 | Jan 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 454,732 | 17,604 | 7.45% | 7.54% | 19 | +98,698 | 27.72% | Q4 2025 | Jan 23, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 358,247 | 17,185 | 0.81% | 1.15% | 20 | -226,800 | -38.77% | Q4 2025 | Jan 15, 2026 |
| AdvisorShares Investments LLC | History | New | 350,320 | 16,804 | 2.8% | — | 21 | +350,320 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 337,130 | 16,172 | 0.0% | 0.0% | 22 | +21,211 | 6.71% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 320,228 | 15,361 | 0.0% | 0.0% | 23 | -720,258 | -69.22% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 304,648 | 14,613 | 0.0% | 0.0% | 24 | +145,223 | 91.09% | Q4 2025 | Feb 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 296,631 | 14,229 | 1.57% | 1.49% | 25 | +16,188 | 5.77% | Q4 2025 | Feb 03, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 288,870 | 13,857 | 2.01% | 2.07% | 26 | +1,312 | 0.46% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 285,303 | 13,686 | 0.03% | 0.03% | 27 | +38,091 | 15.41% | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | Added to | 282,728 | 13,562 | 3.66% | 3.52% | 28 | +10,010 | 3.67% | Q4 2025 | Feb 11, 2026 |
| Family Capital Trust Co | History | Added to | 263,505 | 12,640 | 4.13% | 4.2% | 29 | +1,169 | 0.45% | Q4 2025 | Jan 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 252,276 | 12,101 | 1.35% | — | 30 | +252,276 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 249,215 | 11,954 | 0.42% | 0.41% | 31 | +6,303 | 2.59% | Q4 2025 | Jan 12, 2026 |
| Meredith Wealth Planning | History | Added to | 238,317 | 11,432 | 3.4% | 3.55% | 32 | +4,356 | 1.86% | Q4 2025 | Jan 16, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 236,042 | 11,322 | 0.64% | 0.67% | 33 | -3,094 | -1.29% | Q4 2025 | Jan 28, 2026 |
| Apella Capital, LLC | History | Reduced | 235,416 | 11,292 | 0.22% | 0.27% | 34 | -19,570 | -7.67% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 220,175 | 10,561 | 0.21% | 0.15% | 35 | +138,736 | 170.36% | Q4 2025 | Feb 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 213,340 | 10,233 | 0.13% | 0.13% | 36 | +7,747 | 3.77% | Q4 2025 | Feb 10, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 206,807 | 9,920 | 0.58% | 0.59% | 37 | -368 | -0.18% | Q4 2025 | Jan 29, 2026 |
| CGC Financial Services, LLC | History | Reduced | 206,442 | 9,903 | 2.65% | 2.81% | 38 | -6,298 | -2.96% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 204,953 | 9,834 | 0.01% | 0.01% | 39 | +19,164 | 10.31% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 204,800 | 9,824 | 0.05% | 0.07% | 40 | -19,273 | -8.6% | Q4 2025 | Feb 03, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 201,301 | 9,656 | 4.79% | 4.54% | 41 | +4,630 | 2.35% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 180,723 | 9,160 | 1.06% | 0.75% | 42 | +55,321 | 44.11% | Q4 2025 | Feb 03, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 178,329 | 8,554 | 5.46% | 7.55% | 43 | +407 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 169,902 | 8,150 | 0.01% | 0.0% | 44 | +85,210 | 100.61% | Q4 2025 | Feb 17, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 164,469 | 7,924 | 2.95% | 0.58% | 45 | +21,458 | 15.0% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 147,750 | 7,087 | 0.31% | 0.33% | 46 | +210 | 0.14% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 132,869 | 6,373 | 0.01% | 0.01% | 47 | -7,828 | -5.56% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 132,224 | 6,342 | 0.8% | — | 48 | +132,224 | New | Q4 2025 | Jan 27, 2026 |
| Financial Freedom, LLC | History | Added to | 132,011 | 6,332 | 3.14% | 3.12% | 49 | +1,213 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | Added to | 127,647 | 6,123 | 1.0% | 1.05% | 50 | +902 | 0.71% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 111,228 | 5,335 | 0.06% | 0.06% | 51 | +5,152 | 4.86% | Q4 2025 | Feb 05, 2026 |
| Veridan Wealth LLC | History | Added to | 110,912 | 5,320 | 1.79% | 1.77% | 52 | +3,603 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Tacita Capital Inc | History | Reduced | 109,081 | 5,232 | 3.03% | 3.17% | 53 | -553 | -0.5% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 102,742 | 4,929 | 0.0% | — | 54 | +102,742 | New | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 94,133 | 4,515 | 0.54% | 0.55% | 55 | +2,095 | 2.28% | Q4 2025 | Jan 08, 2026 |
| Impact Capital Partners LLC | History | Added to | 89,410 | 4,288 | 1.27% | 1.25% | 56 | +2,708 | 3.12% | Q4 2025 | Jan 07, 2026 |
| New Millennium Group LLC | History | Reduced | 88,384 | 4,239 | 1.84% | 1.97% | 57 | -1,548 | -1.72% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 87,487 | 4,196 | 0.0% | 0.01% | 58 | -288,962 | -76.76% | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | Added to | 87,368 | 4,191 | 0.37% | 0.36% | 59 | +4,617 | 5.58% | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 85,509 | 4,101 | 0.27% | 0.27% | 60 | +2,275 | 2.73% | Q4 2025 | Feb 18, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 84,227 | 4,040 | 0.27% | 0.25% | 61 | +8,315 | 10.95% | Q4 2025 | Feb 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 80,421 | 3,983 | 0.09% | 0.08% | 62 | +11,565 | 16.8% | Q4 2025 | Jan 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 80,359 | 3,854 | 0.25% | 0.26% | 63 | +198 | 0.25% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 79,777 | 3,826 | 0.0% | 0.0% | 64 | +8,278 | 11.58% | Q4 2025 | Feb 11, 2026 |
| RHS Financial, LLC | History | Added to | 73,912 | 3,545 | 1.73% | 1.82% | 65 | +481 | 0.66% | Q4 2025 | Jan 16, 2026 |
| Empire Life Investments Inc. | History | Reduced | 70,900 | 3,401 | 0.19% | 0.33% | 66 | -47,000 | -39.86% | Q4 2025 | Feb 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 70,000 | 3,357 | 0.07% | 0.06% | 67 | +13,951 | 24.89% | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Added to | 68,716 | 3,296 | 0.36% | 0.36% | 68 | +2,034 | 3.05% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 64,964 | 3,116 | 0.01% | 0.01% | 69 | +830 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 63,865 | 3,063 | 0.1% | 0.29% | 70 | -67,084 | -51.23% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 61,751 | 2,962 | 0.14% | 0.14% | 71 | +2,123 | 3.56% | Q4 2025 | Jan 20, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 60,780 | 2,915 | 0.73% | 0.7% | 72 | +4,371 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Financial Enhancement Group LLC | History | Added to | 52,710 | 2,636 | 0.34% | 0.34% | 73 | +79 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 53,895 | 2,585 | 0.52% | 0.52% | 74 | +2,058 | 3.97% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 53,517 | 2,567 | 0.18% | 0.16% | 75 | +11,176 | 26.4% | Q4 2025 | Jan 21, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 48,669 | 2,334 | 0.43% | 0.35% | 76 | +7,639 | 18.62% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 48,660 | 2,334 | 0.03% | 0.03% | 77 | +113 | 0.23% | Q4 2025 | Feb 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 48,661 | 2,334 | 0.95% | 0.98% | 78 | +113 | 0.23% | Q4 2025 | Jan 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 48,492 | 2,325 | 0.0% | 0.01% | 79 | -72,464 | -59.91% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 45,076 | 2,162 | 0.02% | — | 80 | +45,076 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 44,528 | 2,136 | 0.07% | — | 81 | +44,528 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,681 | 2,095 | 0.01% | 0.01% | 82 | +3,095 | 7.63% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 41,935 | 2,029 | 0.0% | — | 83 | +41,935 | New | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 41,031 | 1,968 | 0.05% | 0.08% | 84 | -21,323 | -34.2% | Q4 2025 | Jan 29, 2026 |
| Brickley Wealth Management | History | No change | 40,612 | 1,948 | 0.33% | 0.34% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 39,719 | 1,905 | 0.04% | 0.04% | 86 | +7,095 | 21.75% | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 38,993 | 1,870 | 0.04% | 0.05% | 87 | -8,810 | -18.43% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,243 | 1,834 | 0.11% | 0.1% | 88 | +704 | 1.88% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,105 | 1,731 | 0.0% | 0.0% | 89 | +30,362 | 528.68% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,857 | 1,720 | 0.0% | 0.0% | 90 | +16,103 | 81.52% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,449 | 1,700 | 0.01% | 0.01% | 91 | +930 | 2.69% | Q4 2025 | Feb 17, 2026 |
| Valued Retirements, Inc. | History | Reduced | 34,062 | 1,633 | 1.6% | 2.2% | 92 | -8,555 | -20.07% | Q4 2025 | Feb 09, 2026 |
| Southland Equity Partners LLC | History | Reduced | 33,825 | 1,622 | 0.32% | 0.34% | 93 | -1,719 | -4.84% | Q4 2025 | Jan 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 33,574 | 1,610 | 0.0% | 0.0% | 94 | +5,361 | 19.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,227 | 1,545 | 0.0% | 0.0% | 95 | -611 | -1.86% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,743 | 1,426 | 0.0% | 0.0% | 96 | +6,749 | 29.35% | Q4 2025 | Feb 17, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 29,536 | 1,416 | 0.29% | 0.3% | 97 | -232 | -0.78% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 28,961 | 1,389 | 0.0% | — | 98 | +28,961 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 25,372 | 1,217 | 0.0% | — | 99 | +25,372 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 23,837 | 1,143 | 0.41% | 0.53% | 100 | -6,754 | -22.08% | Q4 2025 | Jan 22, 2026 |
| Cerity Partners LLC | History | Added to | 23,173 | 1,111 | 0.0% | 0.0% | 101 | +5,421 | 30.54% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,398 | 1,074 | 0.0% | 0.0% | 102 | +243 | 1.1% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,011 | 1,055 | 0.07% | 0.07% | 103 | +1,225 | 5.89% | Q4 2025 | Jan 23, 2026 |
| McCartney Wealth Management LLC | History | New | 21,973 | 1,054 | 0.91% | — | 104 | +21,973 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 21,670 | 1,039 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 21,550 | 1,033 | 0.0% | — | 106 | +21,550 | New | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | No change | 20,985 | 1,006 | 0.02% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 20,334 | 975 | 0.15% | 0.14% | 108 | +2,367 | 13.17% | Q4 2025 | Feb 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 19,335 | 966 | 0.03% | 0.03% | 109 | +2,200 | 12.84% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 17,911 | 926 | 0.38% | 0.39% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 18,220 | 874 | 0.19% | — | 111 | +18,220 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,907 | 858 | 0.01% | 0.01% | 112 | +1,072 | 6.37% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 17,197 | 824 | 0.05% | 0.07% | 113 | -4,934 | -22.29% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 16,848 | 808 | 0.0% | 0.0% | 114 | +10,350 | 159.28% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,647 | 798 | 0.02% | — | 115 | +16,647 | New | Q4 2025 | Feb 13, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 16,388 | 786 | 0.12% | 0.05% | 116 | +10,017 | 157.23% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 16,256 | 779 | 0.0% | — | 117 | +16,256 | New | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | New | 15,806 | 758 | 0.0% | — | 118 | +15,806 | New | Q4 2025 | Feb 17, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 15,026 | 731 | 0.18% | 0.18% | 119 | +473 | 3.25% | Q4 2025 | Jan 06, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 14,990 | 719 | 0.41% | 0.34% | 120 | +3,925 | 35.47% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 14,800 | 709 | 0.0% | — | 121 | +14,800 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,544 | 697 | 0.0% | 0.0% | 122 | -2,061 | -12.41% | Q4 2025 | Mar 16, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 14,359 | 688 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 13,782 | 661 | 0.03% | 0.03% | 124 | -24 | -0.17% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 13,699 | 657 | 0.18% | 0.14% | 125 | +1,103 | 8.76% | Q4 2025 | Jan 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 13,003 | 623 | 0.02% | 0.02% | 126 | -49 | -0.38% | Q4 2025 | Feb 06, 2026 |
| COWA, LLC | History | Added to | 12,913 | 619 | 0.19% | 0.2% | 127 | +59 | 0.46% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,638 | 606 | 0.04% | 0.03% | 128 | -210 | -1.63% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,378 | 593 | 0.0% | 0.0% | 129 | -465 | -3.62% | Q4 2025 | Feb 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 12,187 | 584 | 0.12% | 0.13% | 130 | -592 | -4.63% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,933 | 524 | 0.0% | 0.0% | 131 | +418 | 3.98% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,890 | 522 | 0.01% | 0.01% | 132 | +360 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Virtus Family Office LLC | History | Added to | 10,041 | 481 | 0.41% | 0.36% | 133 | +2,009 | 25.01% | Q4 2025 | Feb 03, 2026 |
| Seed Wealth Management, Inc. | History | No change | 9,900 | 474 | 0.33% | 0.33% | 134 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,750 | 468 | 0.0% | 0.0% | 135 | +1,306 | 15.47% | Q4 2025 | Feb 05, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 9,509 | 458 | 0.45% | — | 136 | +9,509 | New | Q4 2025 | Feb 17, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 18,900 | 446 | 0.11% | 0.1% | 137 | +9,800 | 107.69% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,190 | 440 | 0.0% | — | 138 | +9,190 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,910 | 427 | 0.0% | 0.0% | 139 | +7 | 0.08% | Q4 2025 | Feb 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,052 | 423 | 0.12% | 0.08% | 140 | +2,791 | 53.05% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 8,657 | 415 | 0.01% | 0.01% | 141 | -29 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 8,494 | 407 | 0.0% | — | 142 | +8,494 | New | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,201 | 393 | 0.01% | 0.02% | 143 | -663 | -7.48% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 8,053 | 386 | 0.0% | 0.0% | 144 | +5,855 | 266.38% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,000 | 383 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 7,965 | 382 | 0.0% | 0.0% | 146 | -6,326 | -44.27% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | No change | 7,643 | 366 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | New | 7,472 | 358 | 0.01% | — | 148 | +7,472 | New | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,321 | 351 | 0.0% | — | 149 | +7,321 | New | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,088 | 340 | 0.01% | 0.01% | 150 | -431 | -5.73% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,941 | 332 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 6,516 | 312 | 0.17% | 0.22% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,436 | 308 | 0.02% | 0.02% | 153 | -938 | -12.72% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,382 | 306 | 0.01% | 0.02% | 154 | -3,954 | -38.25% | Q4 2025 | Feb 19, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 6,270 | 305 | 0.09% | 0.09% | 155 | +218 | 3.6% | Q4 2025 | Jan 06, 2026 |
| ALESCO ADVISORS LLC | History | No change | 6,325 | 303 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 6,287 | 301 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 6,255 | 300 | 0.12% | 0.13% | 158 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| EFG International AG | History | New | 6,195 | 297 | 0.01% | — | 159 | +6,195 | New | Q4 2025 | Feb 17, 2026 |
| ADE, LLC | History | Added to | 6,099 | 292 | 0.14% | 0.15% | 160 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,061 | 290 | 0.0% | 0.0% | 161 | +1,211 | 24.97% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,984 | 287 | 0.0% | 0.0% | 162 | +474 | 8.6% | Q4 2025 | Feb 12, 2026 |
| Weaver Consulting Group | History | Reduced | 5,803 | 278 | 0.07% | 0.07% | 163 | -7 | -0.12% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | No change | 5,765 | 276 | 0.01% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 5,497 | 263 | 0.06% | 0.05% | 165 | +787 | 16.71% | Q4 2025 | Jan 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 5,234 | 251 | 0.26% | 0.22% | 166 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Soltis Investment Advisors LLC | History | New | 5,094 | 244 | 0.02% | — | 167 | +5,094 | New | Q4 2025 | Apr 02, 2026 |
| O'Brien Wealth Partners LLC | History | New | 4,834 | 231 | 0.03% | — | 168 | +4,834 | New | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 4,597 | 220 | 0.0% | 0.0% | 169 | -95 | -2.02% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 4,092 | 214 | 0.05% | — | 170 | +4,092 | New | Q4 2025 | Feb 24, 2026 |
| Fortune Financial Advisors, LLC | History | New | 4,458 | 213 | 0.14% | — | 171 | +4,458 | New | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | New | 4,437 | 212 | 0.0% | — | 172 | +4,437 | New | Q4 2025 | Feb 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 4,374 | 209 | 0.07% | 0.08% | 173 | -763 | -14.85% | Q4 2025 | Jan 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,312 | 206 | 0.1% | 0.61% | 174 | -21,505 | -83.3% | Q4 2025 | Feb 06, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 4,271 | 204 | 0.01% | 0.01% | 175 | -18 | -0.42% | Q4 2025 | Jan 22, 2026 |
| SCRATCH CAPITAL LLC | History | New | 4,247 | 203 | 0.13% | — | 176 | +4,247 | New | Q4 2025 | Jan 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,181 | 200 | 0.0% | 0.0% | 177 | -294 | -6.57% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,676 | 176 | 0.0% | 0.0% | 178 | +2,423 | 193.38% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 3,074 | 148 | 0.01% | 0.01% | 179 | -59 | -1.88% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,903 | 139 | 0.01% | 0.01% | 180 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,702 | 129 | 0.0% | 0.0% | 181 | +1,997 | 283.26% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 2,670 | 128 | 0.0% | 0.0% | 182 | +459 | 20.76% | Q4 2025 | Jan 26, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,629 | 126 | 0.13% | — | 183 | +2,629 | New | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,516 | 120 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,263 | 108 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,116 | 101 | 0.02% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 2,100 | 100 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 1,923 | 92 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 1,885 | 90 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | New | 1,800 | 86 | 0.02% | — | 190 | +1,800 | New | Q4 2025 | Feb 05, 2026 |
| Sankala Group LLC | History | New | 1,548 | 81 | 0.06% | — | 191 | +1,548 | New | Q4 2025 | Mar 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,640 | 78 | 0.0% | 0.0% | 192 | +1,290 | 368.57% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Added to | 1,598 | 77 | 0.0% | 0.0% | 193 | +139 | 9.53% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | Reduced | 1,335 | 64 | 0.0% | 0.01% | 194 | -2,083 | -60.94% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,134 | 54 | 0.0% | 0.0% | 195 | +791 | 230.61% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,131 | 54 | 0.0% | 0.0% | 196 | +164 | 16.96% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 997 | 47 | 0.0% | — | 197 | +997 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 932 | 44 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 900 | 43 | 0.0% | 0.0% | 199 | +198 | 28.21% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 827 | 40 | 0.0% | 0.0% | 201 | +742 | 872.94% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 854 | 40 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 833 | 39 | 0.0% | — | 202 | +833 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 698 | 33 | 0.0% | 0.0% | 203 | +25 | 3.71% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 671 | 32 | 0.0% | — | 204 | +671 | New | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | New | 565 | 27 | 0.0% | — | 205 | +565 | New | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 501 | 24 | 0.0% | — | 206 | +501 | New | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 518 | 24 | 0.01% | 0.0% | 208 | +306 | 144.34% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 508 | 24 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 496 | 23 | 0.01% | — | 209 | +496 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | New | 465 | 22 | 0.0% | — | 210 | +465 | New | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 427 | 20 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 405 | 19 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 341 | 16 | 0.0% | 0.0% | 213 | +31 | 10.0% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 297 | 14 | 0.0% | 0.0% | 215 | -64 | -17.73% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 242 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 183 | 8 | 0.0% | 0.0% | 217 | +6 | 3.39% | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 138 | 6 | 0.0% | 0.0% | 218 | -60 | -30.3% | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 125 | 5 | 0.0% | — | 220 | +125 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 105 | 5 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 221 | +58 | 131.82% | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | No change | 92 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | Reduced | 69 | 3 | 0.0% | 0.0% | 223 | -322 | -82.35% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 29 | 1 | 0.0% | — | 224 | +29 | New | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,024 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -15,195 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,004 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,054 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -653 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -605 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -471 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 20, 2025 |