iSHARES TRUST - INTF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,066,471 | 719,759 | 0.46% | 0.41% | 1 | +1,823,907 | 10.58% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 8,690,116 | 352,297 | 16.25% | 15.49% | 2 | +91,662 | 1.07% | Q4 2025 | Feb 09, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 6,373,770 | 240,609 | 1.94% | 1.89% | 3 | -58,750 | -0.91% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,330,873 | 125,740 | 5.97% | 5.69% | 4 | +68,017 | 2.08% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | No change | 3,160,000 | 119,290 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 3,114,766 | 117,582 | 16.98% | 16.59% | 6 | +128,355 | 4.3% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 2,005,671 | 75,714 | 2.22% | 2.28% | 7 | +44,916 | 2.29% | Q4 2025 | Feb 19, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 1,841,232 | 69,506 | 5.79% | 5.65% | 8 | -4,750 | -0.26% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,437,446 | 54,254 | 0.01% | 0.01% | 9 | +21,017 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 1,248,534 | 47,132 | 1.15% | 1.21% | 10 | -10,920 | -0.87% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,162,295 | 43,876 | 0.01% | 0.01% | 11 | +129,995 | 12.59% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,013,747 | 38,268 | 0.01% | 0.01% | 12 | -6,229 | -0.61% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 860,965 | 32,501 | 0.04% | 0.05% | 13 | -8,266 | -0.95% | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 792,855 | 29,930 | 0.17% | — | 14 | +792,855 | New | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 757,507 | 28,595 | 0.52% | 0.55% | 15 | -15,751 | -2.04% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 752,700 | 28,414 | 0.0% | 0.0% | 16 | -29,990 | -3.83% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 716,912 | 27,063 | 0.0% | 0.0% | 17 | -22,894 | -3.09% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 702,540 | 26,520 | 0.18% | 0.18% | 18 | +4,878 | 0.7% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 685,234 | 25,867 | 0.0% | 0.0% | 19 | +86,289 | 14.41% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 684,245 | 25,830 | 0.07% | 0.08% | 20 | -23,334 | -3.3% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 620,578 | 23,426 | 0.52% | — | 21 | +620,578 | New | Q4 2025 | Feb 05, 2026 |
| Weil Company, Inc. | History | Added to | 452,207 | 17,070 | 3.93% | 3.65% | 22 | +29,789 | 7.05% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Reduced | 388,268 | 14,657 | 0.0% | 0.0% | 23 | -42,684 | -9.9% | Q4 2025 | Jan 29, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 387,792 | 14,639 | 0.78% | 0.78% | 24 | -12,613 | -3.15% | Q4 2025 | Jan 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 346,562 | 13,082 | 0.0% | 0.0% | 25 | -13,532 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 344,720 | 13,013 | 0.97% | 0.18% | 26 | +281,539 | 445.61% | Q4 2025 | Jan 16, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 343,363 | 12,961 | 1.9% | 1.82% | 27 | +7,337 | 2.18% | Q4 2025 | Jan 12, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 333,784 | 12,600 | 0.57% | 0.53% | 28 | +29,826 | 9.81% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 317,046 | 11,968 | 0.0% | 0.0% | 29 | +41,354 | 15.0% | Q4 2025 | Feb 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 314,671 | 11,878 | 2.25% | — | 30 | +314,671 | New | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 298,897 | 11,283 | 0.12% | 0.15% | 31 | +13,037 | 4.56% | Q4 2025 | Jan 23, 2026 |
| Obsido Oy | History | Added to | 296,767 | 11,202 | 6.88% | 6.71% | 32 | +16,226 | 5.78% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 294,007 | 11,098 | 0.01% | 0.01% | 33 | +8,500 | 2.98% | Q4 2025 | Feb 06, 2026 |
| DDFG, Inc | History | Added to | 284,235 | 10,729 | 2.35% | 2.32% | 34 | +5,077 | 1.82% | Q4 2025 | Jan 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 279,707 | 10,558 | 0.97% | 1.29% | 35 | -98,695 | -26.08% | Q4 2025 | Feb 18, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 270,992 | 10,229 | 2.53% | 2.56% | 36 | +4,153 | 1.56% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 247,064 | 9,326 | 0.01% | 0.0% | 37 | +86,036 | 53.43% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 240,457 | 9,077 | 0.07% | 0.07% | 38 | +5,256 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Brio Consultants, LLC | History | Added to | 237,995 | 8,984 | 1.17% | 1.17% | 39 | +187 | 0.08% | Q4 2025 | Feb 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 231,887 | 8,753 | 0.56% | 0.7% | 40 | -65,239 | -21.96% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 188,820 | 7,127 | 0.13% | 0.12% | 41 | +15,467 | 8.92% | Q4 2025 | Jan 07, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 171,365 | 6,469 | 5.04% | — | 42 | +171,365 | New | Q4 2025 | Feb 06, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 170,915 | 6,452 | 0.06% | 0.08% | 43 | -2,966 | -1.71% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 144,171 | 5,442 | 0.35% | 0.34% | 44 | +1,032 | 0.72% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 135,151 | 5,101 | 0.01% | 0.01% | 45 | +23,767 | 21.34% | Q4 2025 | Feb 12, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 131,416 | 4,960 | 0.86% | 0.85% | 46 | -1,732 | -1.3% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,129 | 4,912 | 0.01% | 0.01% | 47 | +3,046 | 2.4% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 130,105 | 4,911 | 0.1% | 0.09% | 48 | +61,493 | 89.62% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 126,388 | 4,771 | 0.03% | 0.03% | 49 | +7,792 | 6.57% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Reduced | 121,246 | 4,577 | 2.23% | 2.29% | 50 | -1,745 | -1.42% | Q4 2025 | Jan 16, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 118,114 | 4,458 | 0.13% | 0.13% | 51 | -2,678 | -2.22% | Q4 2025 | Jan 16, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 113,756 | 4,294 | 2.29% | 2.68% | 52 | -16,088 | -12.39% | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 112,643 | 4,252 | 0.25% | — | 53 | +112,643 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 112,584 | 4,250 | 0.0% | 0.01% | 54 | -7,838 | -6.51% | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 110,573 | 4,174 | 1.21% | 0.94% | 55 | +1,857 | 1.71% | Q4 2025 | Jan 29, 2026 |
| AlTi Global, Inc. | History | Added to | 94,210 | 3,556 | 0.08% | 0.07% | 56 | +7,233 | 8.32% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 86,984 | 3,283 | 0.01% | 0.02% | 57 | -16,854 | -16.23% | Q4 2025 | Feb 13, 2026 |
| Alchemi Wealth, LLC | History | New | 86,428 | 3,262 | 1.78% | — | 58 | +86,428 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 81,233 | 3,066 | 0.0% | 0.0% | 59 | -133 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 77,004 | 2,906 | 0.03% | 0.04% | 60 | -23,589 | -23.45% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,706 | 2,857 | 0.01% | 0.01% | 61 | +14,644 | 23.98% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 75,672 | 2,856 | 1.02% | 0.41% | 62 | +45,646 | 152.02% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 74,053 | 2,795 | 0.04% | 0.04% | 63 | -539 | -0.72% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 70,426 | 2,658 | 0.0% | 0.0% | 64 | -763 | -1.07% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 68,617 | 2,590 | 0.01% | 0.0% | 65 | +48,993 | 249.66% | Q4 2025 | Feb 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 67,808 | 2,559 | 0.28% | 0.25% | 66 | +5,097 | 8.13% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Reduced | 67,542 | 2,549 | 0.0% | 0.0% | 67 | -410 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Ipsen Advisor Group LLC | History | New | 64,028 | 2,417 | 1.72% | — | 68 | +64,028 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 62,840 | 2,372 | 0.0% | 0.0% | 69 | -2,470 | -3.78% | Q4 2025 | Mar 16, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 59,423 | 2,321 | 0.07% | 0.07% | 70 | -845 | -1.4% | Q4 2025 | Jan 23, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 61,209 | 2,310 | 0.09% | 0.09% | 71 | -973 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 60,491 | 2,283 | 2.16% | 2.03% | 72 | -5,485 | -8.31% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 60,402 | 2,280 | 0.11% | 0.01% | 73 | +52,516 | 665.94% | Q4 2025 | Feb 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 59,213 | 2,235 | 0.47% | 0.46% | 74 | +10,284 | 21.02% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 51,750 | 1,953 | 0.0% | 0.0% | 75 | +4,257 | 8.96% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 46,622 | 1,759 | 0.03% | 0.03% | 76 | +2,208 | 4.97% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 45,204 | 1,706 | 0.0% | 0.0% | 77 | +6,972 | 18.24% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 42,634 | 1,609 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 39,487 | 1,490 | 0.53% | 0.52% | 79 | -1,055 | -2.6% | Q4 2025 | Jan 23, 2026 |
| Gallacher Capital Management LLC | History | Added to | 38,971 | 1,471 | 0.57% | 0.45% | 80 | +7,574 | 24.12% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 36,186 | 1,366 | 0.02% | 0.21% | 81 | -625,416 | -94.53% | Q4 2025 | Feb 13, 2026 |
| LCW Services, LLC | History | New | 34,802 | 1,313 | 0.7% | — | 82 | +34,802 | New | Q4 2025 | Feb 11, 2026 |
| Edge Financial Advisors LLC | History | Added to | 33,414 | 1,261 | 0.53% | 0.54% | 83 | +74 | 0.22% | Q4 2025 | Jan 28, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 32,775 | 1,237 | 0.21% | 0.2% | 84 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,555 | 1,229 | 0.0% | 0.0% | 85 | +4,667 | 16.73% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 32,248 | 1,217 | 0.01% | 0.01% | 86 | +4,879 | 17.83% | Q4 2025 | Feb 10, 2026 |
| BFI Wealth Solutions, LLC | History | New | 31,551 | 1,191 | 1.13% | — | 87 | +31,551 | New | Q4 2025 | Feb 19, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 31,371 | 1,184 | 0.45% | 0.44% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 30,276 | 1,163 | 0.04% | 0.04% | 89 | +4 | 0.01% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Management, LLC | History | Reduced | 29,372 | 1,108 | 0.6% | 0.67% | 90 | -1,146 | -3.76% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 28,074 | 1,059 | 0.0% | 0.0% | 91 | +4,059 | 16.9% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Reduced | 27,292 | 1,057 | 0.03% | 0.03% | 92 | -865 | -3.07% | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 21,320 | 804 | 0.02% | 0.02% | 93 | -1,000 | -4.48% | Q4 2025 | Jan 23, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 20,000 | 755 | 0.09% | 0.12% | 94 | -7,300 | -26.74% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,890 | 751 | 0.0% | — | 95 | +19,890 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 19,743 | 745 | 0.0% | 0.0% | 96 | +2,821 | 16.67% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,254 | 726 | 0.02% | 0.01% | 97 | +371 | 1.96% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 17,258 | 651 | 0.01% | 0.04% | 98 | -31,889 | -64.88% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,831 | 635 | 0.0% | 0.0% | 99 | +141 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 16,085 | 607 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 15,890 | 600 | 0.07% | 0.06% | 101 | +2,035 | 14.69% | Q4 2025 | Jan 21, 2026 |
| Summit Financial, LLC | History | No change | 15,863 | 598 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,507 | 585 | 0.0% | 0.0% | 103 | -184,982 | -92.27% | Q4 2025 | Mar 25, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,316 | 578 | 0.0% | 0.0% | 104 | +212 | 1.4% | Q4 2025 | Jan 26, 2026 |
| Seascape Capital Management | History | Reduced | 15,243 | 575 | 0.16% | 0.17% | 105 | -909 | -5.63% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 14,873 | 561 | 0.0% | 0.0% | 106 | +14,772 | 14625.74% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 14,753 | 556 | 0.0% | 0.0% | 107 | -3,334 | -18.43% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,773 | 531 | 0.0% | 0.0% | 108 | -169 | -1.21% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,690 | 516 | 0.0% | 0.0% | 109 | +875 | 6.83% | Q4 2025 | Feb 18, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,222 | 516 | 0.03% | 0.03% | 110 | -216 | -1.61% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,620 | 514 | 0.0% | 0.0% | 111 | +608 | 4.67% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 13,579 | 512 | 0.07% | — | 113 | +13,579 | New | Q4 2025 | Feb 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 13,581 | 512 | 0.03% | 0.02% | 112 | +5,923 | 77.34% | Q4 2025 | Jan 13, 2026 |
| HORAN Wealth, LLC | History | No change | 13,284 | 501 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 13,258 | 500 | 0.0% | 0.0% | 115 | +100 | 0.76% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 11,915 | 449 | 0.0% | 0.0% | 116 | -1,236 | -9.4% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | No change | 11,500 | 434 | 0.05% | 0.06% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,094 | 418 | 0.0% | 0.0% | 118 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,849 | 409 | 0.0% | 0.0% | 119 | +3,198 | 41.8% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,758 | 406 | 0.0% | — | 120 | +10,758 | New | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 10,000 | 377 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 9,975 | 376 | 0.03% | 0.03% | 122 | -791 | -7.35% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,582 | 361 | 0.01% | 0.01% | 123 | -400 | -4.01% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,522 | 359 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 9,487 | 358 | 0.1% | 0.1% | 125 | -57 | -0.6% | Q4 2025 | Feb 05, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 9,459 | 357 | 0.1% | 0.1% | 126 | -413 | -4.18% | Q4 2025 | Jan 13, 2026 |
| Lynx Investment Advisory | History | New | 8,867 | 334 | 0.18% | — | 128 | +8,867 | New | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 8,871 | 334 | 0.0% | 0.0% | 127 | -624 | -6.57% | Q4 2025 | Feb 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 8,762 | 330 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SageView Advisory Group, LLC | History | Added to | 8,316 | 313 | 0.01% | 0.01% | 130 | +90 | 1.09% | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 8,217 | 310 | 0.13% | 0.12% | 131 | +226 | 2.83% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,411 | 279 | 0.0% | — | 132 | +7,411 | New | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,089 | 276 | 0.02% | 0.02% | 133 | +346 | 5.13% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 7,246 | 273 | 0.15% | 0.15% | 134 | -216 | -2.89% | Q4 2025 | Feb 24, 2026 |
| CITIGROUP INC | History | Added to | 7,105 | 268 | 0.0% | 0.0% | 135 | +2,806 | 65.27% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,109 | 268 | 0.02% | 0.02% | 136 | -520 | -6.82% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 7,046 | 266 | 0.0% | — | 137 | +7,046 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,011 | 264 | 0.0% | 0.0% | 138 | -637 | -8.33% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,261 | 236 | 0.0% | 0.0% | 139 | +151 | 2.47% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,063 | 228 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 5,776 | 218 | 0.0% | — | 142 | +5,776 | New | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,798 | 218 | 0.0% | 0.0% | 141 | +126 | 2.22% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,740 | 216 | 0.0% | 0.0% | 143 | +20 | 0.35% | Q4 2025 | Jan 14, 2026 |
| Schrum Private Wealth Management LLC | History | New | 5,330 | 201 | 0.15% | — | 144 | +5,330 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 4,713 | 177 | 0.0% | — | 145 | +4,713 | New | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 4,452 | 168 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,450 | 130 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,561 | 96 | 0.0% | 0.0% | 148 | +730 | 39.87% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,442 | 92 | 0.0% | 0.0% | 149 | -1,100 | -31.06% | Q4 2025 | Jan 30, 2026 |
| 10Elms LLP | History | No change | 2,069 | 78 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 2,047 | 77 | 0.0% | — | 151 | +2,047 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,063 | 77 | 0.0% | 0.0% | 152 | +206 | 11.09% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,643 | 62 | 0.0% | 0.0% | 153 | +50 | 3.14% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,608 | 60 | 0.01% | 0.0% | 154 | +1,280 | 390.24% | Q4 2025 | Jan 26, 2026 |
| MASECO LLP | History | New | 1,417 | 53 | 0.0% | — | 155 | +1,417 | New | Q4 2025 | Jan 22, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,069 | 40 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | No change | 1,046 | 39 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 1,006 | 37 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Root Financial Partners, LLC | History | No change | 970 | 36 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 890 | 33 | 0.0% | — | 160 | +890 | New | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Reduced | 800 | 30 | 0.01% | 0.02% | 161 | -1,731 | -68.39% | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 610 | 23 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 563 | 21 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 551 | 20 | 0.0% | 0.0% | 164 | +213 | 63.02% | Q4 2025 | Jan 16, 2026 |
| Pflug Koory, LLC | History | Added to | 507 | 19 | 0.01% | 0.01% | 166 | +7 | 1.4% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Advisors | History | No change | 520 | 19 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 460 | 17 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 433 | 16 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 325 | 12 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 194 | 7 | 0.0% | — | 170 | +194 | New | Q4 2025 | Feb 18, 2026 |
| HighMark Wealth Management LLC | History | Added to | 154 | 5 | 0.0% | 0.0% | 172 | +3 | 1.99% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 158 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 101 | 3 | 0.0% | — | 173 | +101 | New | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 100 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | New | 55 | 2 | 0.0% | — | 175 | +55 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 38 | 1 | 0.0% | — | 178 | +38 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -26,507 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,094 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.01% | — | -6,783 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,141 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q3 2025 | Nov 06, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AE Wealth Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |