iSHARES TRUST - IPAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Trust, Inc. | History | Reduced | 6,330,540 | 463,458 | 5.24% | 5.62% | 1 | -487,752 | -7.15% | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,946,388 | 288,915 | 0.09% | 0.01% | 2 | +3,354,413 | 566.65% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,201,616 | 161,180 | 0.01% | 0.01% | 3 | +184,954 | 9.17% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 966,504 | 70,757 | 0.14% | 0.15% | 4 | +4,563 | 0.47% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 927,022 | 67,867 | 0.0% | 0.0% | 5 | +15,505 | 1.7% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 912,522 | 66,805 | 0.01% | 0.01% | 6 | -30,760 | -3.26% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 655,922 | 48,020 | 0.49% | 0.47% | 7 | +19,716 | 3.1% | Q4 2025 | Jan 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 558,045 | 40,854 | 0.04% | 0.04% | 8 | +13,675 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Elm Partners Management LLC | History | Added to | 489,530 | 35,838 | 1.63% | 1.74% | 9 | +16,183 | 3.42% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 399,183 | 29,224 | 0.03% | 0.03% | 10 | -72 | -0.02% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 385,208 | 28,203 | 0.04% | 0.03% | 11 | +161,676 | 72.33% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | Reduced | 342,376 | 25,056 | 1.11% | 1.15% | 12 | -7,732 | -2.21% | Q4 2025 | Feb 09, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 211,923 | 15,514 | 3.54% | 3.23% | 13 | +27,856 | 15.13% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 196,848 | 14,411 | 0.0% | 0.0% | 14 | +2,484 | 1.28% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 177,057 | 12,962 | 1.41% | 1.4% | 15 | +11,765 | 7.12% | Q4 2025 | Jan 26, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 173,738 | 12,719 | 0.81% | 0.79% | 16 | +11,008 | 6.76% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Added to | 166,222 | 12,169 | 0.0% | 0.0% | 17 | +77,547 | 87.45% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 160,491 | 11,749 | 0.0% | 0.0% | 18 | +16,285 | 11.29% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | Added to | 144,347 | 10,567 | 0.63% | 0.51% | 19 | +1,214 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 140,197 | 10,263 | 0.09% | 0.1% | 20 | -3,959 | -2.75% | Q4 2025 | Feb 18, 2026 |
| Roberts Financial Services LLC | History | Added to | 138,990 | 10,175 | 3.19% | 3.23% | 21 | +2,699 | 1.98% | Q4 2025 | Jan 23, 2026 |
| GenTrust, LLC | History | Reduced | 135,687 | 9,933 | 0.43% | 0.46% | 22 | -766 | -0.56% | Q4 2025 | Feb 02, 2026 |
| Blue Edge Capital, LLC | History | Added to | 129,624 | 9,489 | 1.27% | 1.3% | 23 | +5,234 | 4.21% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 125,728 | 9,204 | 0.01% | 0.02% | 24 | -54,362 | -30.19% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 115,635 | 8,465 | 0.0% | 0.0% | 25 | +10,411 | 9.89% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Added to | 106,136 | 7,770 | 0.0% | 0.0% | 26 | +18,249 | 20.76% | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Reduced | 86,838 | 6,357 | 0.7% | 0.73% | 27 | -148 | -0.17% | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 85,027 | 6,224 | 0.01% | 0.01% | 28 | -3,287 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 84,537 | 6,188 | 0.09% | 0.09% | 29 | +4,721 | 5.91% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 81,712 | 5,982 | 0.04% | 0.04% | 30 | -870 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 77,956 | 5,707 | 1.3% | 1.4% | 31 | -626 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 71,997 | 5,270 | 0.06% | 0.07% | 32 | +79 | 0.11% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 70,763 | 5,180 | 0.09% | 0.1% | 33 | +885 | 1.27% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Reduced | 58,846 | 4,308 | 0.0% | 0.0% | 34 | -2,338 | -3.82% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 57,834 | 4,233 | 0.81% | 0.79% | 35 | +3,199 | 5.86% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 53,851 | 3,942 | 0.13% | — | 36 | +53,851 | New | Q4 2025 | Feb 13, 2026 |
| ES4, LLC | History | New | 51,110 | 3,741 | 2.58% | — | 37 | +51,110 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 44,200 | 3,235 | 0.01% | 0.0% | 38 | +36,315 | 460.56% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 40,065 | 2,933 | 0.0% | 0.0% | 39 | -20 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 38,621 | 2,827 | 0.07% | 0.09% | 40 | -507 | -1.3% | Q4 2025 | Feb 02, 2026 |
| Denver PWM, LLC | History | No change | 37,754 | 2,593 | 0.87% | 0.81% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 33,348 | 2,441 | 0.15% | 0.15% | 42 | +117 | 0.35% | Q4 2025 | Jan 22, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 29,264 | 2,343 | 1.04% | 0.98% | 43 | +1,266 | 4.52% | Q4 2025 | Feb 09, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 30,439 | 2,228 | 0.98% | 1.05% | 44 | -941 | -3.0% | Q4 2025 | Feb 04, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 28,264 | 2,069 | 0.38% | 0.4% | 45 | -238 | -0.84% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 27,064 | 1,981 | 0.0% | 0.0% | 46 | +22,269 | 464.42% | Q4 2025 | Feb 18, 2026 |
| Family Legacy, Inc. | History | Added to | 24,607 | 1,801 | 0.54% | 0.54% | 47 | +518 | 2.15% | Q4 2025 | Feb 04, 2026 |
| PAX Financial Group, LLC | History | Reduced | 23,773 | 1,740 | 0.3% | 0.34% | 48 | -2,137 | -8.25% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | Added to | 23,480 | 1,718 | 0.19% | 0.13% | 49 | +7,361 | 45.67% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 23,164 | 1,695 | 0.19% | — | 50 | +23,164 | New | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 22,582 | 1,653 | 0.58% | 0.48% | 51 | +4,296 | 23.49% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,397 | 1,567 | 0.0% | — | 52 | +21,397 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 20,091 | 1,471 | 0.0% | 0.01% | 53 | -9,197 | -31.4% | Q4 2025 | Jan 26, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 19,612 | 1,435 | 0.0% | 0.0% | 54 | -527 | -2.62% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 19,429 | 1,427 | 0.46% | 0.89% | 55 | -121 | -0.62% | Q4 2025 | Jan 22, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 18,319 | 1,341 | 0.6% | 0.31% | 56 | +10,116 | 123.32% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 17,059 | 1,248 | 0.0% | 0.0% | 57 | -4,672 | -21.5% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 16,895 | 1,236 | 1.19% | — | 58 | +16,895 | New | Q4 2025 | Feb 19, 2026 |
| Ameritas Advisory Services, LLC | History | New | 15,381 | 1,126 | 0.04% | — | 59 | +15,381 | New | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,811 | 1,084 | 0.0% | 0.0% | 60 | +826 | 5.91% | Q4 2025 | Feb 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 12,557 | 919 | 0.56% | 0.66% | 61 | -1,551 | -10.99% | Q4 2025 | Jan 26, 2026 |
| Tanager Wealth Management LLP | History | Added to | 11,574 | 847 | 0.08% | 0.08% | 62 | +939 | 8.83% | Q4 2025 | Jan 26, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 11,174 | 818 | 0.71% | 0.51% | 63 | +2,778 | 33.09% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,110 | 813 | 0.0% | 0.0% | 64 | -471 | -4.07% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,907 | 798 | 0.0% | 0.0% | 65 | +202 | 1.89% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,565 | 773 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,393 | 687 | 0.06% | 0.06% | 67 | -53 | -0.56% | Q4 2025 | Feb 03, 2026 |
| Williams & Novak, LLC | History | Reduced | 9,365 | 685 | 0.52% | 0.61% | 68 | -1,400 | -13.01% | Q4 2025 | Feb 05, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 9,276 | 679 | 0.87% | 0.88% | 69 | +55 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Element Wealth, LLC | History | Added to | 9,061 | 663 | 0.27% | 0.28% | 70 | +183 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 9,011 | 659 | 0.27% | — | 71 | +9,011 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,985 | 657 | 0.0% | 0.0% | 72 | +1,517 | 20.31% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,978 | 657 | 0.0% | 0.0% | 73 | -563 | -5.9% | Q4 2025 | Mar 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 8,786 | 643 | 0.05% | 0.02% | 74 | +6,049 | 221.01% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,772 | 642 | 0.0% | 0.0% | 75 | +302 | 3.57% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 8,568 | 627 | 0.0% | 0.0% | 76 | +926 | 12.12% | Q4 2025 | Feb 17, 2026 |
| INVESTED ADVISORS | History | Added to | 8,414 | 615 | 0.64% | 0.33% | 77 | +4,656 | 123.9% | Q4 2025 | Jan 26, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 8,317 | 612 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,258 | 604 | 0.0% | 0.0% | 79 | +989 | 13.61% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 8,043 | 588 | 0.11% | 0.12% | 80 | +41 | 0.51% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | No change | 7,944 | 581 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 7,726 | 565 | 0.04% | 0.09% | 82 | -6,296 | -44.9% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,705 | 564 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,521 | 550 | 0.0% | 0.0% | 84 | +138 | 1.87% | Q4 2025 | Feb 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 7,240 | 530 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,048 | 519 | 0.0% | — | 86 | +7,048 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,030 | 514 | 0.0% | 0.0% | 87 | -141 | -1.97% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,360 | 465 | 0.02% | 0.01% | 88 | +2,084 | 48.74% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 6,360 | 465 | 0.07% | 0.05% | 89 | +2,084 | 48.74% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 6,112 | 447 | 0.0% | 0.0% | 90 | +1,174 | 23.77% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,089 | 445 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Security National Bank | History | Added to | 5,431 | 397 | 0.06% | 0.03% | 92 | +2,460 | 82.8% | Q4 2025 | Feb 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 5,434 | 393 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 5,310 | 388 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 5,160 | 378 | 0.02% | 0.02% | 95 | +102 | 2.02% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,997 | 365 | 0.0% | 0.0% | 96 | -413 | -7.63% | Q4 2025 | Feb 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,847 | 354 | 0.05% | 0.06% | 97 | +75 | 1.57% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,623 | 338 | 0.0% | 0.01% | 98 | -11 | -0.24% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 4,596 | 336 | 0.01% | 0.01% | 99 | +83 | 1.84% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 4,548 | 332 | 0.0% | 0.0% | 100 | +2,325 | 104.59% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,469 | 327 | 0.0% | 0.0% | 101 | +299 | 7.17% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,351 | 318 | 0.0% | — | 102 | +4,351 | New | Q4 2025 | Jan 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,102 | 300 | 0.06% | 0.06% | 103 | -76 | -1.82% | Q4 2025 | Jan 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,077 | 298 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,053 | 296 | 0.0% | 0.0% | 105 | -149 | -3.55% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 3,930 | 287 | 0.0% | — | 106 | +3,930 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,880 | 284 | 0.0% | — | 107 | +3,880 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,788 | 277 | 0.0% | 0.0% | 108 | +134 | 3.67% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 3,750 | 274 | 0.04% | 0.04% | 109 | +393 | 11.71% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,707 | 271 | 0.0% | 0.0% | 110 | -1,821 | -32.94% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,617 | 264 | 0.01% | 0.01% | 111 | -33 | -0.9% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,549 | 259 | 0.0% | 0.0% | 112 | +2,062 | 138.67% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 3,491 | 255 | 0.0% | — | 113 | +3,491 | New | Q4 2025 | Mar 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 3,371 | 246 | 0.17% | 0.22% | 114 | -459 | -11.98% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,356 | 245 | 0.01% | 0.01% | 115 | +20 | 0.6% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,204 | 240 | 0.0% | 0.0% | 116 | +420 | 15.09% | Q4 2025 | Jan 08, 2026 |
| Allie Family Office LLC | History | No change | 3,167 | 231 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,026 | 221 | 0.0% | 0.0% | 118 | +647 | 27.2% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 2,958 | 216 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,918 | 213 | 0.06% | 0.07% | 120 | -61 | -2.05% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | New | 2,883 | 211 | 0.0% | — | 121 | +2,883 | New | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,879 | 210 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,854 | 208 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Addison Advisors LLC | History | Reduced | 2,565 | 187 | 0.04% | 0.04% | 124 | -20 | -0.77% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,787 | 130 | 0.0% | 0.0% | 125 | -111 | -5.85% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,543 | 119 | 0.02% | — | 127 | +1,543 | New | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,632 | 119 | 0.01% | 0.01% | 126 | -14 | -0.85% | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,291 | 94 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,093 | 80 | 0.0% | 0.0% | 129 | -217 | -16.56% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,085 | 79 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SageView Advisory Group, LLC | History | New | 921 | 67 | 0.0% | — | 131 | +921 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 827 | 60 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 779 | 57 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bogart Wealth, LLC | History | No change | 710 | 51 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Activest Wealth Management | History | New | 601 | 43 | 0.01% | — | 135 | +601 | New | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | New | 507 | 37 | 0.01% | — | 136 | +507 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 482 | 35 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 488 | 35 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | New | 456 | 33 | 0.0% | — | 139 | +456 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 432 | 31 | 0.0% | 0.0% | 140 | +83 | 23.78% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 381 | 27 | 0.0% | 0.0% | 141 | -1 | -0.26% | Q4 2025 | Jan 29, 2026 |
| MidFirst Bank | History | New | 329 | 24 | 0.0% | — | 142 | +329 | New | Q4 2025 | Feb 25, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 288 | 21 | 0.0% | — | 143 | +288 | New | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 247 | 18 | 0.0% | 0.0% | 145 | +12 | 5.11% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 254 | 18 | 0.0% | 0.0% | 144 | +8 | 3.25% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 215 | 15 | 0.0% | — | 146 | +215 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 196 | 14 | 0.0% | 0.0% | 147 | +1 | 0.51% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | No change | 194 | 14 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 190 | 13 | 0.0% | 0.0% | 149 | +174 | 1087.5% | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | No change | 102 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | Reduced | 80 | 5 | 0.0% | 0.0% | 151 | -5 | -5.88% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 63 | 4 | 0.0% | 0.0% | 152 | +32 | 103.23% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58 | 4 | 0.0% | 0.0% | 153 | +2 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 52 | 3 | 0.0% | — | 156 | +52 | New | Q4 2025 | Jan 14, 2026 |
| HOWE & RUSLING INC | History | New | 44 | 3 | 0.0% | — | 154 | +44 | New | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | New | 41 | 3 | 0.0% | — | 155 | +41 | New | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 43 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 32 | 2 | 0.0% | — | 161 | +32 | New | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 28 | 2 | 0.0% | — | 160 | +28 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 32 | 2 | 0.0% | 0.0% | 158 | +1 | 3.23% | Q4 2025 | Feb 20, 2026 |
| BankPlus Trust Department | History | No change | 38 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Garner Asset Management Corp | History | New | 22 | 1 | 0.0% | — | 162 | +22 | New | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -72,710 | -100.0% | Q3 2025 | Feb 06, 2026 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.03% | — | -45,835 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,271 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,259 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compass Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,976 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,860 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1 | 0 | — | 0.0% | — | -20 | -95.24% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |