iSHARES TRUST - IVLU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,200,645 | 654,484 | 0.41% | 0.38% | 1 | +1,148,107 | 7.15% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 7,150,366 | 272,071 | 0.01% | 0.01% | 2 | -151,830 | -2.08% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,663,583 | 177,449 | 0.01% | 0.01% | 3 | -73,083 | -1.54% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,663,188 | 139,384 | 0.21% | 0.22% | 4 | -76,969 | -2.06% | Q4 2025 | Feb 18, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,448,020 | 55,097 | 1.78% | 1.35% | 5 | +617,396 | 74.33% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,238,270 | 47,116 | 0.0% | 0.0% | 6 | +145,569 | 13.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,093,103 | 41,592 | 0.0% | 0.0% | 7 | +150,423 | 15.96% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,056,980 | 40,218 | 0.01% | 0.01% | 8 | +292,642 | 38.29% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,051,577 | 40,012 | 0.05% | 0.06% | 9 | +7,918 | 0.76% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,027,389 | 39,081 | 0.01% | 0.0% | 10 | +632,880 | 160.42% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 810,176 | 30,827 | 2.08% | 2.01% | 11 | +10,821 | 1.35% | Q4 2025 | Jan 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 743,356 | 28,284 | 0.73% | 0.86% | 12 | +12,804 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 694,130 | 26,411 | 4.44% | 4.23% | 13 | -7,221 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 651,858 | 24,803 | 0.06% | 0.05% | 14 | +31,381 | 5.06% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 639,161 | 24,799 | 0.03% | 0.04% | 15 | -13,714 | -2.1% | Q4 2025 | Jan 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 584,760 | 22,250 | 0.0% | 0.0% | 16 | +425,892 | 268.08% | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | Reduced | 584,574 | 22,243 | 2.11% | 2.91% | 17 | -214,933 | -26.88% | Q4 2025 | Jan 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 580,594 | 22,091 | 2.78% | 2.81% | 18 | +6,206 | 1.08% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 535,650 | 20,386 | 0.03% | 0.02% | 19 | +91,221 | 20.53% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 503,895 | 19,173 | 0.01% | 0.01% | 20 | -90,412 | -15.21% | Q4 2025 | Feb 10, 2026 |
| AdvisorShares Investments LLC | History | New | 459,468 | 17,482 | 2.92% | — | 21 | +459,468 | New | Q4 2025 | Feb 10, 2026 |
| Trust Point Inc. | History | Added to | 438,891 | 16,699 | 1.32% | 1.24% | 22 | +5,594 | 1.29% | Q4 2025 | Jan 13, 2026 |
| Erste Asset Management GmbH | History | Added to | 419,300 | 15,954 | 0.13% | 0.06% | 23 | +236,400 | 129.25% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 412,164 | 15,682 | 1.17% | 0.73% | 24 | +147,330 | 55.63% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 397,226 | 15,114 | 0.18% | 0.13% | 25 | -11,618 | -2.84% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 390,271 | 14,849 | 0.24% | 0.01% | 26 | +372,876 | 2143.58% | Q4 2025 | Jan 15, 2026 |
| Foster Group, Inc. | History | Added to | 384,928 | 14,646 | 0.44% | 0.42% | 27 | +3,628 | 0.95% | Q4 2025 | Jan 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 378,319 | 14,395 | 2.89% | 2.89% | 28 | -10,746 | -2.76% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 377,992 | 14,382 | 3.11% | 0.22% | 29 | +351,811 | 1343.76% | Q4 2025 | Feb 02, 2026 |
| High Probability Advisors, LLC | History | Reduced | 368,371 | 14,016 | 1.87% | 1.81% | 30 | -2,949 | -0.79% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 365,293 | 13,899 | 0.12% | 0.09% | 31 | +51,292 | 16.33% | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 357,875 | 13,617 | 0.0% | 0.0% | 32 | +36,612 | 11.4% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 346,731 | 13,193 | 0.13% | 0.13% | 33 | -5,653 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Partners LLC | History | Added to | 330,579 | 13,031 | 5.15% | 3.56% | 34 | +89,993 | 37.41% | Q4 2025 | Feb 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 342,113 | 13,017 | 4.84% | 4.46% | 35 | -3,382 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 339,831 | 12,930 | 3.76% | 3.4% | 36 | -23,170 | -6.38% | Q4 2025 | Feb 06, 2026 |
| Plancorp, LLC | History | Reduced | 317,809 | 12,092 | 0.37% | 0.36% | 37 | -3,532 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 308,173 | 11,725 | 0.29% | 0.27% | 38 | +19,011 | 6.57% | Q4 2025 | Jan 29, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 298,331 | 11,351 | 1.39% | 1.35% | 39 | -5,031 | -1.66% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 298,095 | 11,342 | 0.0% | 0.0% | 40 | +158,063 | 112.88% | Q4 2025 | Jan 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 296,357 | 11,276 | 1.27% | 1.27% | 41 | -3,799 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 282,098 | 10,733 | 0.13% | 0.09% | 42 | +58,620 | 26.23% | Q4 2025 | Feb 11, 2026 |
| Farrow Financial, Inc. | History | Reduced | 281,837 | 10,723 | 6.16% | 5.83% | 43 | -1,159 | -0.41% | Q4 2025 | Jan 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 273,659 | 10,412 | 1.16% | — | 44 | +273,659 | New | Q4 2025 | Feb 13, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 262,899 | 10,260 | 4.6% | 4.39% | 45 | -13,046 | -4.73% | Q4 2025 | Jan 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 264,121 | 10,049 | 0.81% | 0.78% | 46 | +11,438 | 4.53% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 263,080 | 10,010 | 0.02% | 0.02% | 47 | +59,681 | 29.34% | Q4 2025 | Feb 13, 2026 |
| Systelligence, LLC | History | Reduced | 259,202 | 9,862 | 1.88% | 1.76% | 48 | -1,923 | -0.74% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 238,770 | 9,085 | 0.01% | 0.01% | 49 | +36,415 | 18.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 229,507 | 8,732 | 0.05% | 0.04% | 50 | -12,201 | -5.05% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 229,260 | 8,723 | 0.1% | 0.14% | 51 | +4,999 | 2.23% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 221,946 | 8,445 | 0.74% | 0.76% | 52 | -13,823 | -5.86% | Q4 2025 | Jan 26, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 218,868 | 8,327 | 3.74% | 4.21% | 53 | -40,369 | -15.57% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 212,809 | 8,097 | 0.06% | 0.05% | 54 | +12,971 | 6.49% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 207,695 | 7,902 | 0.04% | 0.03% | 55 | +47,579 | 29.72% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,319 | 7,850 | 0.01% | 0.01% | 56 | +13,764 | 7.15% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 201,796 | 7,678 | 0.01% | 0.01% | 57 | -26,865 | -11.75% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Added to | 188,106 | 7,157 | 3.49% | 3.34% | 58 | +6,624 | 3.65% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,043 | 6,774 | 0.03% | 0.02% | 59 | +35,838 | 25.2% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 176,676 | 6,722 | 3.63% | 3.49% | 60 | -5,420 | -2.98% | Q4 2025 | Feb 11, 2026 |
| TLT Family Holdco ULC | History | Reduced | 172,700 | 6,571 | 0.72% | 1.32% | 61 | -235,800 | -57.72% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 170,568 | 6,490 | 0.12% | 0.1% | 62 | +9,793 | 6.09% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 164,417 | 6,256 | 0.14% | 0.15% | 63 | +3,990 | 2.49% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 157,624 | 5,997 | 0.0% | 0.0% | 64 | +15,181 | 10.66% | Q4 2025 | Mar 25, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 146,271 | 5,565 | 0.08% | 0.07% | 65 | +15,909 | 12.2% | Q4 2025 | Feb 09, 2026 |
| Keebeck Wealth Management | History | Reduced | 145,193 | 5,524 | 0.64% | 0.62% | 66 | -2,592 | -1.75% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 144,664 | 5,504 | 0.02% | 0.02% | 67 | -413 | -0.28% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 139,454 | 5,306 | 0.01% | 0.01% | 68 | +12,836 | 10.14% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 138,692 | 5,277 | 0.09% | 0.03% | 69 | +92,157 | 198.04% | Q4 2025 | Jan 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 134,740 | 5,126 | 1.84% | 1.76% | 70 | +542 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 132,594 | 5,045 | 1.32% | 1.31% | 71 | -3,929 | -2.88% | Q4 2025 | Jan 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 118,249 | 4,499 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | Added to | 115,976 | 4,412 | 0.05% | 0.04% | 73 | +664 | 0.58% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 114,940 | 4,374 | 0.0% | — | 74 | +114,940 | New | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 109,980 | 4,184 | 1.47% | 1.65% | 75 | -10,923 | -9.03% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 109,008 | 4,147 | 0.08% | 0.09% | 76 | -13,567 | -11.07% | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 107,679 | 4,097 | 0.11% | 0.08% | 77 | +20,879 | 24.05% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 101,634 | 3,867 | 0.01% | 0.0% | 78 | -645 | -0.63% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 99,812 | 3,797 | 0.09% | 0.12% | 79 | -29,354 | -22.73% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 99,822 | 3,770 | 0.02% | 0.02% | 80 | +985 | 1.0% | Q4 2025 | Feb 17, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 96,104 | 3,656 | 2.45% | 1.74% | 81 | +20,789 | 27.6% | Q4 2025 | Jan 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 92,041 | 3,502 | 0.48% | 0.55% | 82 | -3,452 | -3.61% | Q4 2025 | Jan 14, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 91,900 | 3,496 | 2.56% | 2.36% | 83 | +5,377 | 6.21% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 91,695 | 3,488 | 0.55% | 0.4% | 84 | +22,468 | 32.46% | Q4 2025 | Feb 24, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 91,306 | 3,474 | 2.72% | — | 85 | +91,306 | New | Q4 2025 | Feb 19, 2026 |
| CSS LLC/IL | History | Added to | 90,270 | 3,434 | 0.15% | 0.13% | 86 | +6,970 | 8.37% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 87,119 | 3,314 | 0.7% | 0.69% | 87 | -1,819 | -2.05% | Q4 2025 | Jan 29, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 85,340 | 3,247 | 0.96% | 0.96% | 88 | -3,065 | -3.47% | Q4 2025 | Feb 17, 2026 |
| Tacita Capital Inc | History | Reduced | 84,616 | 3,219 | 1.86% | 1.83% | 89 | -795 | -0.93% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 83,838 | 3,190 | 0.0% | 0.0% | 90 | +7,771 | 10.22% | Q4 2025 | Feb 11, 2026 |
| Clayton Partners LLC | History | Reduced | 80,688 | 3,070 | 2.22% | 2.2% | 91 | -911 | -1.12% | Q4 2025 | Feb 17, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 80,157 | 3,049 | 1.01% | 0.99% | 92 | -1,940 | -2.36% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 79,533 | 3,026 | 0.0% | 0.0% | 93 | +35,662 | 81.29% | Q4 2025 | Jan 30, 2026 |
| McBroom & Associates, LLC | History | New | 77,686 | 2,955 | 1.44% | — | 94 | +77,686 | New | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Reduced | 76,829 | 2,923 | 0.0% | 0.0% | 95 | -57,018 | -42.6% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 76,080 | 2,895 | 0.01% | 0.0% | 96 | +40,776 | 115.5% | Q4 2025 | Feb 05, 2026 |
| Balance Wealth, LLC | History | Added to | 75,038 | 2,855 | 0.92% | 0.62% | 97 | +3,791 | 5.32% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 74,368 | 2,829 | 0.06% | 0.08% | 98 | +15,096 | 25.47% | Q4 2025 | Feb 11, 2026 |
| TBH Global Asset Management, LLC | History | New | 24,135 | 2,714 | 0.45% | — | 99 | +24,135 | New | Q4 2025 | Jan 29, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 70,754 | 2,692 | 0.81% | 0.77% | 100 | -893 | -1.25% | Q4 2025 | Jan 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 69,560 | 2,646 | 0.26% | 0.29% | 101 | -9,995 | -12.56% | Q4 2025 | Feb 13, 2026 |
| Cassilly Financial Group LLC | History | New | 69,213 | 2,633 | 2.33% | — | 102 | +69,213 | New | Q4 2025 | Jan 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 68,537 | 2,607 | 1.15% | 1.12% | 103 | +389 | 0.57% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 67,789 | 2,579 | 0.02% | 0.02% | 104 | -306 | -0.45% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 63,557 | 2,418 | 0.15% | 0.15% | 105 | -545 | -0.85% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 62,957 | 2,395 | 0.14% | 0.1% | 106 | -115 | -0.18% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | New | 62,082 | 2,362 | 0.25% | — | 107 | +62,082 | New | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | Added to | 61,362 | 2,334 | 0.04% | 0.04% | 108 | +10,403 | 20.41% | Q4 2025 | Mar 12, 2026 |
| JBF Capital, Inc. | History | No change | 60,000 | 2,283 | 0.33% | 0.3% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 59,380 | 2,259 | 0.67% | 0.65% | 110 | -353 | -0.59% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,862 | 2,239 | 0.0% | 0.0% | 111 | -782 | -1.31% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 56,676 | 2,156 | 0.24% | — | 112 | +56,676 | New | Q4 2025 | Jan 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 54,053 | 2,056 | 0.25% | 0.25% | 113 | -2,394 | -4.24% | Q4 2025 | Jan 13, 2026 |
| Creative Planning | History | Added to | 53,384 | 2,031 | 0.0% | 0.0% | 114 | +16,767 | 45.79% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 52,600 | 2,001 | 0.01% | — | 115 | +52,600 | New | Q4 2025 | Feb 05, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 48,162 | 1,920 | 2.09% | — | 116 | +48,162 | New | Q4 2025 | Mar 02, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 49,776 | 1,893 | 0.02% | — | 117 | +49,776 | New | Q4 2025 | Jan 20, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 47,869 | 1,821 | 0.8% | 0.82% | 118 | -30,345 | -38.8% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 46,597 | 1,773 | 0.01% | 0.01% | 119 | -4,531 | -8.86% | Q4 2025 | Feb 03, 2026 |
| Breakwater Capital Group | History | Added to | 45,299 | 1,723 | 0.24% | 0.19% | 120 | +8,644 | 23.58% | Q4 2025 | Jan 09, 2026 |
| Quadrature Capital Ltd | History | New | 44,179 | 1,681 | 0.02% | — | 121 | +44,179 | New | Q4 2025 | Feb 17, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 43,642 | 1,660 | 1.14% | 1.18% | 122 | -3,204 | -6.84% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 43,477 | 1,654 | 0.01% | — | 123 | +43,477 | New | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL GROUP | History | New | 42,354 | 1,611 | 0.16% | — | 124 | +42,354 | New | Q4 2025 | Apr 01, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 41,809 | 1,590 | 0.24% | 0.23% | 125 | -130 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Reduced | 41,218 | 1,568 | 0.0% | 0.0% | 126 | -4,801 | -10.43% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 40,619 | 1,545 | 0.09% | 0.04% | 127 | +21,118 | 108.29% | Q4 2025 | Jan 30, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 39,788 | 1,513 | 0.8% | — | 128 | +39,788 | New | Q4 2025 | Feb 13, 2026 |
| W ADVISORS, LLC | History | Reduced | 39,275 | 1,494 | 0.75% | 0.73% | 129 | -71 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 38,317 | 1,457 | 0.0% | 0.01% | 130 | -22,575 | -37.07% | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | Reduced | 37,636 | 1,432 | 0.09% | 0.09% | 131 | -5,809 | -13.37% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,113 | 1,412 | 0.0% | 0.0% | 132 | +139 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 36,136 | 1,374 | 0.42% | 0.42% | 133 | -220 | -0.61% | Q4 2025 | Jan 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 33,682 | 1,281 | 0.12% | 0.15% | 134 | -11,772 | -25.9% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 32,971 | 1,254 | 0.35% | 0.36% | 135 | -3,441 | -9.45% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 32,734 | 1,245 | 0.02% | 0.03% | 136 | -782 | -2.33% | Q4 2025 | Feb 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 32,609 | 1,240 | 0.2% | 0.2% | 137 | +98 | 0.3% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 30,363 | 1,155 | 0.0% | 0.0% | 138 | -4,103 | -11.9% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,136 | 1,146 | 0.0% | 0.0% | 139 | +10,449 | 53.08% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 29,759 | 1,132 | 0.16% | 0.16% | 140 | -104 | -0.35% | Q4 2025 | Jan 09, 2026 |
| GTS SECURITIES LLC | History | Added to | 29,521 | 1,123 | 0.04% | 0.02% | 141 | +17,403 | 143.61% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,373 | 1,117 | 0.02% | 0.02% | 142 | -220 | -0.74% | Q4 2025 | Feb 17, 2026 |
| G&S Capital LLC | History | New | 29,153 | 1,109 | 0.39% | — | 143 | +29,153 | New | Q4 2025 | Jan 28, 2026 |
| High Falls Advisors, Inc | History | Added to | 28,977 | 1,102 | 0.22% | 0.21% | 144 | +186 | 0.65% | Q4 2025 | Feb 18, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 28,637 | 1,089 | 0.13% | 0.13% | 145 | +955 | 3.45% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,550 | 1,086 | 0.0% | 0.0% | 146 | +11,944 | 71.93% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 28,327 | 1,077 | 0.04% | 0.04% | 147 | -538 | -1.86% | Q4 2025 | Jan 20, 2026 |
| MA Private Wealth | History | No change | 27,626 | 1,051 | 0.18% | 0.16% | 148 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 25,643 | 1,027 | 0.42% | 0.39% | 149 | -367 | -1.41% | Q4 2025 | Feb 11, 2026 |
| Asempa Wealth Advisors | History | New | 26,355 | 1,002 | 0.86% | — | 150 | +26,355 | New | Q4 2025 | Jan 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 26,222 | 997 | 0.37% | 0.37% | 151 | -401 | -1.51% | Q4 2025 | Jan 08, 2026 |
| Index Technologies Group LLC | History | New | 25,947 | 987 | 1.03% | — | 152 | +25,947 | New | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 25,729 | 978 | 0.04% | 0.04% | 153 | +41 | 0.16% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 25,435 | 967 | 0.13% | 0.04% | 154 | +18,601 | 272.18% | Q4 2025 | Feb 17, 2026 |
| Stonebrook Private Inc. | History | Added to | 25,132 | 956 | 0.2% | 0.19% | 155 | +49 | 0.2% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,817 | 954 | 0.02% | 0.02% | 156 | +4,632 | 19.98% | Q4 2025 | Feb 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 24,961 | 949 | 0.03% | 0.08% | 157 | -53,153 | -68.05% | Q4 2025 | Jan 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 24,425 | 929 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Altrius Capital Management Inc | History | Added to | 24,373 | 927 | 0.2% | 0.18% | 159 | +2,177 | 9.81% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,955 | 911 | 0.01% | 0.01% | 160 | +650 | 2.79% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 23,658 | 900 | 0.56% | 0.53% | 161 | -101 | -0.43% | Q4 2025 | Jan 14, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 23,523 | 895 | 0.04% | 0.04% | 162 | -152 | -0.64% | Q4 2025 | Jan 29, 2026 |
| Vision Capital Management, Inc. | History | No change | 23,305 | 886 | 0.11% | 0.1% | 163 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,007 | 875 | 0.0% | — | 164 | +23,007 | New | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | No change | 23,017 | 875 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 21,727 | 870 | 0.57% | 0.55% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,950 | 835 | 0.01% | 0.01% | 167 | +3,293 | 17.65% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,665 | 824 | 0.01% | 0.01% | 168 | +4,470 | 26.0% | Q4 2025 | Feb 09, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 21,388 | 813 | 0.11% | 0.11% | 169 | -95 | -0.44% | Q4 2025 | Jan 06, 2026 |
| Kelly Financial Services LLC | History | Reduced | 21,238 | 808 | 0.2% | 0.2% | 170 | -748 | -3.4% | Q4 2025 | Jan 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,105 | 803 | 0.03% | 0.02% | 171 | +363 | 1.75% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | No change | 21,083 | 802 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 20,632 | 800 | 0.08% | 0.07% | 173 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wise Wealth Partners | History | Added to | 20,957 | 797 | 1.14% | 1.13% | 174 | +89 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 20,913 | 795 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,017 | 761 | 0.01% | 0.01% | 176 | +25 | 0.13% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,356 | 736 | 0.0% | 0.0% | 178 | +4,861 | 33.54% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,348 | 736 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Added to | 18,414 | 700 | 0.0% | 0.0% | 179 | +1,407 | 8.27% | Q4 2025 | Feb 10, 2026 |
| Peirce Capital Management, LLC | History | No change | 18,124 | 689 | 0.27% | 0.27% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 17,607 | 669 | 0.0% | 0.0% | 181 | +1,748 | 11.02% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 17,321 | 663 | 0.03% | 0.01% | 182 | +14,142 | 444.86% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,259 | 656 | 0.04% | 0.06% | 183 | +213 | 1.25% | Q4 2025 | Jan 29, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 17,025 | 647 | 0.64% | — | 185 | +17,025 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,030 | 647 | 0.0% | 0.0% | 184 | +1,245 | 7.89% | Q4 2025 | Feb 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 16,695 | 635 | 0.12% | 0.13% | 186 | -556 | -3.22% | Q4 2025 | Feb 04, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 16,389 | 623 | 0.19% | 0.24% | 187 | -4,728 | -22.39% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 16,107 | 612 | 0.17% | — | 188 | +16,107 | New | Q4 2025 | Feb 09, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 15,867 | 603 | 0.29% | 0.28% | 189 | +44 | 0.28% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 15,666 | 596 | 0.0% | 0.0% | 190 | +805 | 5.42% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 14,929 | 584 | 0.03% | 0.05% | 191 | -8,909 | -37.37% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 15,291 | 582 | 0.0% | — | 192 | +15,291 | New | Q4 2025 | Feb 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 15,272 | 581 | 0.0% | 0.0% | 193 | +74 | 0.49% | Q4 2025 | Feb 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 14,358 | 575 | 0.5% | — | 194 | +14,358 | New | Q4 2025 | Feb 11, 2026 |
| LJI Wealth Management, LLC | History | New | 15,036 | 572 | 0.09% | — | 195 | +15,036 | New | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 14,664 | 557 | 0.0% | 0.0% | 196 | +4,452 | 43.6% | Q4 2025 | Feb 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 14,474 | 550 | 0.04% | 0.04% | 197 | -332 | -2.24% | Q4 2025 | Feb 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 14,228 | 541 | 0.17% | 0.08% | 198 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,818 | 525 | 0.01% | — | 199 | +13,818 | New | Q4 2025 | Feb 13, 2026 |
| Dentgroup LLC | History | Reduced | 13,463 | 512 | 0.35% | 0.32% | 200 | -602 | -4.28% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,248 | 504 | 0.0% | 0.0% | 201 | +4,983 | 60.29% | Q4 2025 | Jan 26, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 13,169 | 501 | 0.14% | 0.22% | 202 | -7,886 | -37.45% | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | New | 12,775 | 486 | 0.01% | — | 203 | +12,775 | New | Q4 2025 | Feb 18, 2026 |
| Ariadne Wealth Management, LP | History | No change | 10,910 | 464 | 0.19% | 0.18% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management, LLC | History | No change | 12,129 | 461 | 0.34% | 0.33% | 205 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 12,078 | 459 | 0.11% | 0.1% | 206 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 11,898 | 452 | 0.05% | 0.06% | 207 | -905 | -7.07% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,646 | 443 | 0.0% | 0.0% | 208 | +1,120 | 10.64% | Q4 2025 | Mar 09, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 11,335 | 431 | 0.22% | 0.25% | 209 | -1,329 | -10.49% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 11,036 | 426 | 0.01% | 0.01% | 210 | +5,247 | 90.64% | Q4 2025 | Jan 08, 2026 |
| Elevation Wealth Management LLC | History | New | 10,816 | 411 | 0.39% | — | 211 | +10,816 | New | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 10,779 | 410 | 0.03% | — | 212 | +10,779 | New | Q4 2025 | Jan 21, 2026 |
| Baron Wealth Management LLC | History | Added to | 10,691 | 406 | 0.13% | 0.1% | 213 | +1,926 | 21.97% | Q4 2025 | Jan 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 10,594 | 403 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10,450 | 397 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,407 | 395 | 0.01% | 0.01% | 216 | +583 | 5.93% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | No change | 9,805 | 373 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,160 | 348 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,070 | 345 | 0.02% | 0.02% | 219 | +810 | 9.81% | Q4 2025 | Feb 05, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 8,985 | 341 | 0.18% | 0.21% | 220 | -124 | -1.36% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 8,897 | 338 | 0.01% | — | 221 | +8,897 | New | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 8,552 | 325 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,500 | 323 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 8,051 | 322 | 0.11% | 0.1% | 224 | -82 | -1.01% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 8,465 | 322 | 0.22% | 0.2% | 225 | -30 | -0.35% | Q4 2025 | Jan 12, 2026 |
| CITIGROUP INC | History | Added to | 8,400 | 319 | 0.0% | 0.0% | 226 | +5,219 | 164.07% | Q4 2025 | Feb 13, 2026 |
| Platform Wealth Management, LLC | History | New | 8,139 | 309 | 0.08% | — | 228 | +8,139 | New | Q4 2025 | Feb 11, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 8,132 | 309 | 0.24% | 0.24% | 227 | -289 | -3.43% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,997 | 304 | 0.01% | 0.01% | 229 | -660 | -7.62% | Q4 2025 | Feb 03, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 7,943 | 302 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 7,909 | 300 | 0.16% | 0.14% | 231 | -2,423 | -23.45% | Q4 2025 | Feb 18, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 7,857 | 298 | 0.13% | 0.13% | 232 | -733 | -8.53% | Q4 2025 | Jan 15, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 7,827 | 297 | 0.21% | 0.2% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | Reduced | 7,731 | 294 | 0.04% | 0.06% | 234 | -2,610 | -25.24% | Q4 2025 | Jan 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,629 | 290 | 0.02% | 0.02% | 235 | +381 | 5.26% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,518 | 286 | 0.01% | 0.01% | 236 | -80 | -1.05% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,447 | 283 | 0.11% | 0.15% | 237 | -1,989 | -21.08% | Q4 2025 | Jan 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,398 | 281 | 0.02% | 0.06% | 238 | -16,390 | -68.9% | Q4 2025 | Jan 23, 2026 |
| TKG Advisors, LLC | History | New | 7,381 | 280 | 0.11% | — | 239 | +7,381 | New | Q4 2025 | Jan 29, 2026 |
| Fortis Capital Management LLC | History | New | 7,100 | 270 | 0.04% | — | 241 | +7,100 | New | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,118 | 270 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 7,091 | 269 | 0.19% | 0.27% | 242 | -3,062 | -30.16% | Q4 2025 | Jan 08, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 7,055 | 268 | 0.15% | 0.14% | 243 | -38 | -0.54% | Q4 2025 | Jan 21, 2026 |
| Davis Wealth Advisors, LLC | History | New | 7,034 | 267 | 0.22% | — | 244 | +7,034 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 6,965 | 265 | 0.0% | 0.0% | 245 | -9,766 | -58.37% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 6,989 | 265 | 0.0% | — | 247 | +6,989 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 6,982 | 265 | 0.01% | 0.01% | 246 | -12 | -0.17% | Q4 2025 | Jan 14, 2026 |
| Lansing Street Advisors | History | Reduced | 6,940 | 264 | 0.07% | 0.07% | 248 | -208 | -2.91% | Q4 2025 | Jan 26, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,809 | 259 | 0.01% | 0.02% | 249 | -1,190 | -14.88% | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,750 | 256 | 0.0% | 0.0% | 250 | +750 | 12.5% | Q4 2025 | Feb 10, 2026 |
| HBE Wealth Management, LLC | History | New | 6,680 | 254 | 0.24% | — | 251 | +6,680 | New | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,565 | 249 | 0.01% | 0.01% | 252 | +1,450 | 28.35% | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | New | 6,543 | 248 | 0.0% | — | 253 | +6,543 | New | Q4 2025 | Feb 09, 2026 |
| Golden State Equity Partners | History | New | 6,498 | 247 | 0.04% | — | 254 | +6,498 | New | Q4 2025 | Jan 29, 2026 |
| Parisi Gray Wealth Management | History | New | 6,393 | 243 | 0.06% | — | 255 | +6,393 | New | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,339 | 241 | 0.0% | 0.0% | 256 | +562 | 9.73% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | New | 6,144 | 233 | 0.0% | — | 257 | +6,144 | New | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,142 | 233 | 0.02% | 0.03% | 258 | -766 | -11.09% | Q4 2025 | Jan 22, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,031 | 229 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elgethun Capital Management | History | No change | 5,970 | 227 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 5,887 | 224 | 0.0% | — | 261 | +5,887 | New | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | New | 5,874 | 223 | 0.0% | — | 262 | +5,874 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,702 | 216 | 0.03% | 0.03% | 263 | -436 | -7.1% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 5,507 | 209 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 5,444 | 208 | 0.03% | — | 265 | +5,444 | New | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | New | 5,446 | 207 | 0.0% | — | 266 | +5,446 | New | Q4 2025 | Jan 09, 2026 |
| BAM Wealth Management, LLC | History | New | 5,388 | 205 | 0.15% | — | 267 | +5,388 | New | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,377 | 204 | 0.0% | — | 268 | +5,377 | New | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,358 | 203 | 0.0% | — | 269 | +5,358 | New | Q4 2025 | Jan 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 5,191 | 197 | 0.07% | 0.07% | 270 | +94 | 1.84% | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,883 | 185 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 4,450 | 169 | 0.02% | — | 272 | +4,450 | New | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | Added to | 4,139 | 157 | 0.01% | 0.0% | 273 | +3,502 | 549.76% | Q4 2025 | Feb 03, 2026 |
| New Republic Capital, LLC | History | Added to | 4,129 | 157 | 0.04% | 0.04% | 274 | +462 | 12.6% | Q4 2025 | Feb 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 4,151 | 157 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Greenline Wealth Management LLC | History | New | 3,745 | 142 | 0.15% | — | 276 | +3,745 | New | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 3,674 | 141 | 0.01% | 0.01% | 277 | -103 | -2.73% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,097 | 117 | 0.0% | 0.0% | 278 | +2,152 | 227.72% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,610 | 99 | 0.01% | 0.01% | 279 | +39 | 1.52% | Q4 2025 | Jan 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 2,353 | 89 | 0.0% | 0.0% | 280 | -72 | -2.97% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,046 | 77 | 0.0% | 0.0% | 281 | -52 | -2.48% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,000 | 76 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 1,946 | 74 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,738 | 66 | 0.0% | 0.0% | 284 | +58 | 3.45% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,678 | 63 | 0.0% | 0.0% | 285 | +33 | 2.01% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,592 | 60 | 0.0% | — | 288 | +1,592 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,583 | 60 | 0.0% | 0.0% | 287 | +130 | 8.95% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,582 | 60 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,398 | 53 | 0.0% | 0.0% | 289 | +1,270 | 992.19% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,391 | 52 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,358 | 51 | 0.0% | 0.0% | 291 | +27 | 2.03% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,195 | 45 | 0.0% | 0.0% | 292 | +415 | 53.21% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 925 | 35 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 800 | 30 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 782 | 29 | 0.01% | 0.02% | 295 | -50 | -6.01% | Q4 2025 | Jan 05, 2026 |
| Crews Bank & Trust | History | No change | 750 | 28 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 649 | 24 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 610 | 23 | 0.0% | — | 298 | +610 | New | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 590 | 22 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | Added to | 578 | 21 | 0.0% | 0.0% | 301 | +543 | 1551.43% | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | No change | 556 | 21 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 549 | 20 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 550 | 20 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Harbor Asset Planning, Inc. | History | New | 503 | 19 | 0.02% | — | 304 | +503 | New | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 449 | 17 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Morling Financial Advisors, LLC | History | No change | 397 | 15 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 389 | 14 | 0.0% | — | 307 | +389 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 344 | 13 | 0.0% | 0.0% | 308 | +235 | 215.6% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | No change | 350 | 13 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BOKF, NA | History | New | 305 | 11 | 0.0% | — | 310 | +305 | New | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 276 | 10 | 0.0% | 0.0% | 311 | -1,348 | -83.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 287 | 10 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 254 | 9 | 0.0% | 0.0% | 315 | -172 | -40.38% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 246 | 9 | 0.0% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 262 | 9 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 259 | 9 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 223 | 8 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TSFG, LLC | History | New | 181 | 7 | 0.0% | — | 318 | +181 | New | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | New | 170 | 6 | 0.0% | — | 320 | +170 | New | Q4 2025 | Jan 16, 2026 |
| CITY HOLDING CO | History | No change | 179 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 128 | 4 | 0.0% | — | 322 | +128 | New | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | New | 109 | 4 | 0.0% | — | 323 | +109 | New | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 109 | 4 | 0.0% | — | 324 | +109 | New | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 98 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 103 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 78 | 2 | 0.0% | — | 327 | +78 | New | Q4 2025 | Feb 03, 2026 |
| BAYBAN | History | New | 66 | 2 | 0.0% | — | 328 | +66 | New | Q4 2025 | Mar 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SHP Wealth Management | History | New | 43 | 1 | 0.0% | — | 330 | +43 | New | Q4 2025 | Mar 04, 2026 |
| Kozak & Associates, Inc. | History | Added to | 46 | 1 | 0.0% | 0.0% | 329 | +1 | 2.22% | Q4 2025 | Jan 12, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.82% | — | -340,596 | -100.0% | Q3 2025 | Nov 05, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -226,422 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,789 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,385 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,893 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BECKER CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,255 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FFT WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,232 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,919 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,852 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,057 | -100.0% | Q3 2025 | Nov 24, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -779 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -491 | -100.0% | Q3 2025 | Nov 07, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Networth Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |