iSHARES TRUST - IWL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 728,697 | 124,337 | 0.01% | 0.01% | 1 | +45,442 | 6.65% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 684,447 | 116,787 | 0.01% | 0.01% | 2 | +62,109 | 9.98% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 571,143 | 97,454 | 7.58% | 7.68% | 3 | +18,292 | 3.31% | Q4 2025 | Jan 08, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 509,259 | 86,894 | 10.92% | 11.0% | 4 | -6,354 | -1.23% | Q4 2025 | Jan 07, 2026 |
| Richmond Investment Services, LLC | History | Added to | 396,436 | 67,643 | 11.69% | 11.93% | 5 | +10,424 | 2.7% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 382,370 | 65,208 | 0.19% | 0.17% | 6 | +49,404 | 14.84% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 366,923 | 62,578 | 0.01% | 0.01% | 7 | +8,791 | 2.45% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 283,567 | 48,384 | 0.01% | 0.01% | 8 | +22,292 | 8.53% | Q4 2025 | Feb 11, 2026 |
| FreeGulliver LLC | History | Reduced | 219,255 | 37,411 | 13.77% | 17.86% | 9 | -22,005 | -9.12% | Q4 2025 | Feb 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 204,621 | 34,914 | 2.6% | 2.62% | 10 | +814 | 0.4% | Q4 2025 | Jan 16, 2026 |
| Reliant Wealth Planning | History | Reduced | 199,143 | 33,979 | 10.62% | 10.85% | 11 | -2,479 | -1.23% | Q4 2025 | Feb 12, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 177,992 | 30,370 | 11.26% | 11.27% | 12 | -494 | -0.28% | Q4 2025 | Jan 22, 2026 |
| COMMERCE BANK | History | New | 173,607 | 29,622 | 0.16% | — | 13 | +173,607 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 156,027 | 26,623 | 0.0% | 0.0% | 14 | -6,325 | -3.9% | Q4 2025 | Feb 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 134,450 | 22,941 | 2.13% | 2.35% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 134,450 | 22,941 | 3.07% | 3.13% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 133,395 | 22,761 | 0.0% | — | 17 | +133,395 | New | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 129,261 | 22,055 | 1.23% | 1.18% | 18 | -6,618 | -4.87% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 123,432 | 21,061 | 0.06% | 0.06% | 19 | -2,745 | -2.18% | Q4 2025 | Feb 05, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 118,491 | 20,218 | 3.78% | 3.86% | 20 | +2,178 | 1.87% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 102,214 | 17,440 | 0.12% | 0.13% | 21 | -870 | -0.84% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,550 | 16,986 | 0.02% | 0.02% | 22 | +13,389 | 15.54% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 82,008 | 13,993 | 0.2% | 0.21% | 23 | -2,344 | -2.78% | Q4 2025 | Feb 02, 2026 |
| KM Capital Management Ltd. | History | Reduced | 77,787 | 13,272 | 6.78% | 6.95% | 24 | -12,722 | -14.06% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 75,809 | 12,935 | 0.25% | — | 25 | +75,809 | New | Q4 2025 | Jan 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 73,440 | 12,531 | 1.98% | 2.48% | 26 | -18,404 | -20.04% | Q4 2025 | Feb 02, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 72,435 | 12,359 | 5.75% | 5.91% | 27 | -764 | -1.04% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 69,063 | 11,784 | 0.01% | 0.01% | 28 | -1,467 | -2.08% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 68,400 | 11,671 | 0.0% | 0.0% | 29 | -4,888 | -6.67% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,440 | 9,971 | 0.0% | 0.0% | 30 | +1,121 | 1.96% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 56,328 | 9,611 | 0.2% | 0.21% | 31 | -2,546 | -4.32% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 56,328 | 9,611 | 0.03% | 0.04% | 32 | -2,067 | -3.54% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 55,668 | 9,498 | 0.0% | 0.0% | 33 | -5,715 | -9.31% | Q4 2025 | Mar 25, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 52,300 | 8,923 | 0.1% | 0.08% | 34 | +9,484 | 22.15% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,128 | 8,896 | 0.01% | 0.01% | 35 | -1,339 | -2.5% | Q4 2025 | Feb 17, 2026 |
| Capital Developers, LLC | History | New | 50,501 | 8,616 | 7.72% | — | 36 | +50,501 | New | Q4 2025 | Jan 30, 2026 |
| Nicollet Investment Management, Inc. | History | Added to | 47,632 | 8,127 | 2.57% | 2.58% | 37 | +75 | 0.16% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 41,633 | 7,103 | 0.01% | 0.01% | 38 | +1,286 | 3.19% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 41,493 | 7,079 | 0.06% | 0.06% | 39 | +807 | 1.98% | Q4 2025 | Jan 26, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 38,310 | 6,536 | 2.35% | 2.35% | 40 | -42 | -0.11% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,109 | 6,502 | 0.08% | 0.06% | 41 | +446 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Reduced | 37,156 | 6,339 | 2.15% | 2.47% | 42 | -2,905 | -7.25% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 37,099 | 6,330 | 0.21% | 0.22% | 43 | -827 | -2.18% | Q4 2025 | Feb 17, 2026 |
| Veridan Wealth LLC | History | Added to | 36,259 | 6,186 | 2.08% | 2.07% | 44 | +41 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 35,641 | 6,082 | 3.39% | 3.56% | 45 | -1,477 | -3.98% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Added to | 35,268 | 6,017 | 0.01% | 0.01% | 46 | +1,600 | 4.75% | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 31,762 | 5,419 | 0.37% | — | 47 | +31,762 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,458 | 5,367 | 0.02% | 0.02% | 48 | +6,406 | 25.57% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 31,394 | 5,356 | 0.04% | 0.05% | 49 | +1,845 | 6.24% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 29,252 | 4,991 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 27,713 | 4,728 | 0.06% | 0.06% | 51 | -22 | -0.08% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,916 | 4,421 | 0.08% | 0.08% | 52 | +1,003 | 4.03% | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 25,529 | 4,356 | 0.26% | 0.25% | 53 | +1,037 | 4.23% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,731 | 4,219 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,940 | 3,914 | 0.0% | 0.0% | 55 | -34 | -0.15% | Q4 2025 | Feb 18, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 22,382 | 3,819 | 0.77% | 0.76% | 56 | +664 | 3.06% | Q4 2025 | Jan 28, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 22,007 | 3,755 | 0.79% | 0.91% | 57 | -2,954 | -11.83% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,585 | 3,683 | 0.09% | 0.08% | 58 | +2,717 | 14.4% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 20,807 | 3,550 | 0.22% | 0.27% | 59 | -3,206 | -13.35% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,167 | 3,441 | 0.0% | 0.0% | 60 | +592 | 3.02% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 19,141 | 3,266 | 0.01% | 0.01% | 61 | -168 | -0.87% | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 19,078 | 3,255 | 0.55% | 0.56% | 62 | -676 | -3.42% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 18,352 | 3,131 | 0.0% | 0.0% | 63 | -48 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates, LLC | History | Reduced | 18,065 | 3,082 | 0.7% | 0.73% | 64 | -921 | -4.85% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | No change | 17,889 | 3,052 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 15,550 | 2,653 | 2.1% | — | 66 | +15,550 | New | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,125 | 2,580 | 0.0% | 0.0% | 67 | +9,133 | 152.42% | Q4 2025 | Feb 18, 2026 |
| Family Capital Management, Inc. | History | Reduced | 14,715 | 2,510 | 1.12% | 1.17% | 68 | -3 | -0.02% | Q4 2025 | Jan 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,624 | 2,495 | 0.1% | 0.1% | 69 | -16 | -0.11% | Q4 2025 | Feb 09, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 14,295 | 2,439 | 1.83% | 1.79% | 70 | +8 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 14,093 | 2,404 | 1.02% | 1.01% | 71 | -4 | -0.03% | Q4 2025 | Jan 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,892 | 2,370 | 0.09% | 0.09% | 72 | -403 | -2.82% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 13,577 | 2,316 | 0.03% | 0.03% | 73 | -4,390 | -24.43% | Q4 2025 | Feb 11, 2026 |
| Winter & Associates, Inc. | History | New | 13,344 | 2,276 | 2.1% | — | 74 | +13,344 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,210 | 2,254 | 0.01% | 0.01% | 75 | +494 | 3.88% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,968 | 2,227 | 0.15% | 0.1% | 76 | +4,530 | 53.69% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | New | 13,045 | 2,225 | 0.03% | — | 77 | +13,045 | New | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,000 | 2,218 | 0.0% | 0.0% | 78 | -13,218 | -50.42% | Q4 2025 | Feb 10, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 12,897 | 2,200 | 0.48% | 0.5% | 79 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Reduced | 12,765 | 2,178 | 0.0% | 0.0% | 80 | -192 | -1.48% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,173 | 2,099 | 0.0% | 0.0% | 81 | -1,464 | -10.74% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,688 | 1,994 | 0.0% | 0.0% | 82 | -15,566 | -57.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,574 | 1,974 | 0.0% | 0.0% | 83 | -213 | -1.81% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 12,074 | 1,937 | 0.22% | — | 84 | +12,074 | New | Q4 2025 | Mar 24, 2026 |
| WIN ADVISORS, INC | History | Reduced | 11,217 | 1,914 | 0.81% | 0.92% | 85 | -182 | -1.6% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,993 | 1,875 | 0.0% | 0.0% | 86 | -3,026 | -21.58% | Q4 2025 | Feb 10, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 10,738 | 1,832 | 0.87% | 0.4% | 87 | +1,117 | 11.61% | Q4 2025 | Feb 06, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,909 | 1,690 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MONEYWISE, INC. | History | New | 8,425 | 1,437 | 0.6% | — | 89 | +8,425 | New | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,223 | 1,403 | 0.04% | 0.05% | 90 | -212 | -2.51% | Q4 2025 | Jan 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,968 | 1,359 | 0.09% | 0.09% | 91 | -182 | -2.23% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,936 | 1,354 | 0.02% | 0.02% | 92 | -819 | -9.35% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 7,673 | 1,309 | 0.1% | 0.09% | 93 | +792 | 11.51% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,667 | 1,308 | 0.01% | 0.01% | 94 | +407 | 5.61% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 7,188 | 1,226 | 0.0% | 0.0% | 95 | +453 | 6.73% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | Reduced | 7,127 | 1,216 | 0.06% | 0.07% | 96 | -34 | -0.47% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 7,115 | 1,214 | 0.0% | 0.0% | 97 | +1,350 | 23.42% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 6,295 | 1,074 | 0.2% | 0.22% | 98 | -496 | -7.3% | Q4 2025 | Feb 13, 2026 |
| Expressive Wealth LLC | History | New | 6,155 | 1,050 | 1.13% | — | 99 | +6,155 | New | Q4 2025 | Feb 09, 2026 |
| McAdam, LLC | History | Reduced | 6,151 | 1,049 | 0.05% | 0.06% | 100 | -1,198 | -16.3% | Q4 2025 | Feb 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 6,000 | 1,023 | 0.07% | 0.06% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 5,953 | 1,015 | 0.93% | — | 102 | +5,953 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,884 | 1,003 | 0.0% | 0.0% | 103 | +3,680 | 166.97% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 5,554 | 947 | 0.02% | — | 104 | +5,554 | New | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 5,549 | 946 | 0.01% | 0.01% | 105 | -75 | -1.33% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 5,501 | 938 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 5,268 | 898 | 0.06% | 0.07% | 107 | -151 | -2.79% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,248 | 895 | 0.01% | 0.0% | 108 | +5,203 | 11562.22% | Q4 2025 | Jan 23, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,748 | 810 | 0.18% | 0.16% | 109 | +95 | 2.04% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,561 | 778 | 0.04% | 0.03% | 110 | -211 | -4.42% | Q4 2025 | Jan 21, 2026 |
| Forum Private Client Group LLC | History | Reduced | 4,485 | 765 | 0.26% | 0.27% | 111 | -72 | -1.58% | Q4 2025 | Feb 06, 2026 |
| Breakwater Capital Group | History | Added to | 4,374 | 746 | 0.1% | 0.09% | 112 | +844 | 23.91% | Q4 2025 | Jan 09, 2026 |
| Stokes Family Office, LLC | History | New | 4,330 | 738 | 0.07% | — | 113 | +4,330 | New | Q4 2025 | Feb 18, 2026 |
| Stone Wealth Partners | History | New | 4,299 | 733 | 0.65% | — | 114 | +4,299 | New | Q4 2025 | Feb 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,187 | 714 | 0.0% | 0.0% | 115 | -77 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 3,932 | 670 | 0.05% | 0.06% | 117 | -52 | -1.31% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 3,930 | 670 | 0.05% | 0.05% | 116 | +1 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Efficient Advisors, LLC | History | Reduced | 3,686 | 628 | 0.04% | 0.04% | 118 | -82 | -2.18% | Q4 2025 | Jan 21, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 3,575 | 610 | 0.18% | 0.19% | 119 | -31 | -0.86% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,562 | 607 | 0.01% | — | 120 | +3,562 | New | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,519 | 600 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,352 | 572 | 0.01% | 0.01% | 122 | +15 | 0.45% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 3,343 | 570 | 0.09% | 0.08% | 123 | -12 | -0.36% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,247 | 554 | 0.0% | 0.0% | 124 | +516 | 18.89% | Q4 2025 | Jan 29, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 3,159 | 539 | 0.23% | 0.25% | 125 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,156 | 538 | 0.0% | 0.0% | 126 | +1,355 | 75.24% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,067 | 523 | 0.02% | 0.02% | 127 | +105 | 3.54% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,054 | 521 | 0.0% | 0.0% | 128 | +193 | 6.75% | Q4 2025 | Feb 10, 2026 |
| Investors Research Corp | History | Added to | 3,036 | 518 | 0.09% | 0.08% | 129 | +286 | 10.4% | Q4 2025 | Jan 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,000 | 511 | 0.0% | 0.0% | 130 | +1,353 | 82.15% | Q4 2025 | Mar 09, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 2,959 | 504 | 0.74% | — | 131 | +2,959 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,790 | 476 | 0.01% | 0.01% | 132 | -109 | -3.76% | Q4 2025 | Jan 28, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,745 | 468 | 0.03% | 0.04% | 133 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,695 | 459 | 0.0% | 0.0% | 134 | +78 | 2.98% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 2,550 | 435 | 0.01% | 0.01% | 135 | +1,045 | 69.44% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,548 | 434 | 0.0% | 0.0% | 136 | -85 | -3.23% | Q4 2025 | Feb 09, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 2,535 | 433 | 0.04% | 0.04% | 137 | +119 | 4.93% | Q4 2025 | Jan 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,537 | 432 | 0.03% | 0.02% | 138 | +618 | 32.2% | Q4 2025 | Jan 20, 2026 |
| Andina Capital Management, LLC | History | Added to | 2,529 | 431 | 0.26% | 0.24% | 139 | +11 | 0.44% | Q4 2025 | Feb 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 2,500 | 426 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 2,468 | 421 | 0.07% | 0.06% | 141 | +258 | 11.67% | Q4 2025 | Jan 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,447 | 417 | 0.02% | 0.01% | 142 | +510 | 26.33% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,337 | 398 | 0.29% | 0.3% | 143 | -3 | -0.13% | Q4 2025 | Feb 19, 2026 |
| Kendall Capital Management | History | Added to | 2,290 | 390 | 0.08% | 0.07% | 144 | +300 | 15.08% | Q4 2025 | Jan 16, 2026 |
| Resolute Advisors LLC | History | Added to | 2,267 | 386 | 0.13% | 0.1% | 145 | +6 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,229 | 380 | 0.03% | 0.03% | 146 | -26 | -1.15% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,213 | 377 | 0.01% | 0.01% | 147 | +2 | 0.09% | Q4 2025 | Feb 11, 2026 |
| GenWealth Group, Inc. | History | No change | 2,004 | 345 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 2,000 | 341 | 0.04% | 0.04% | 149 | -380 | -15.97% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 341 | 0.02% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,805 | 307 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 1,732 | 299 | 0.06% | 0.1% | 152 | -1,250 | -41.92% | Q4 2025 | Jan 15, 2026 |
| Orin Green Financial, LLC | History | No change | 1,750 | 298 | 0.12% | 0.12% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,707 | 291 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 1,676 | 285 | 0.29% | — | 155 | +1,676 | New | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,656 | 282 | 0.03% | 0.03% | 156 | -159 | -8.76% | Q4 2025 | Mar 03, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,496 | 255 | 0.02% | 0.03% | 157 | -53 | -3.42% | Q4 2025 | Jan 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 1,487 | 253 | 0.03% | 0.03% | 158 | -156 | -9.49% | Q4 2025 | Jan 20, 2026 |
| Crumly & Associates Inc. | History | No change | 1,466 | 250 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,453 | 247 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 1,354 | 231 | 0.16% | 0.2% | 161 | -287 | -17.49% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,314 | 224 | 0.0% | 0.0% | 162 | -79 | -5.67% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,264 | 215 | 0.0% | 0.0% | 163 | -24 | -1.86% | Q4 2025 | Feb 12, 2026 |
| Kelly Financial Services LLC | History | New | 1,224 | 208 | 0.05% | — | 165 | +1,224 | New | Q4 2025 | Jan 13, 2026 |
| Iowa State Bank | History | No change | 1,222 | 208 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Orca Investment Management, LLC | History | Reduced | 1,214 | 207 | 0.16% | 0.17% | 166 | -30 | -2.41% | Q4 2025 | Jan 20, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 1,177 | 200 | 0.07% | — | 168 | +1,177 | New | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 1,175 | 200 | 0.0% | 0.0% | 167 | +214 | 22.27% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 170 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| HOWE & RUSLING INC | History | New | 919 | 156 | 0.01% | — | 170 | +919 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 912 | 155 | 0.0% | 0.0% | 171 | +275 | 43.17% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 776 | 132 | 0.0% | 0.0% | 172 | +225 | 40.83% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 767 | 130 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Reduced | 718 | 122 | 0.0% | 0.0% | 174 | -2,965 | -80.51% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 683 | 116 | 0.08% | 0.08% | 176 | +1 | 0.15% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 680 | 116 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 654 | 112 | 0.0% | 0.1% | 177 | -19,231 | -96.71% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 654 | 111 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 646 | 110 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | No change | 640 | 109 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 537 | 91 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Pacific Financial | History | Reduced | 531 | 90 | 0.01% | 0.01% | 182 | -51 | -8.76% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 508 | 86 | 0.0% | 0.01% | 183 | -28 | -5.22% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 480 | 81 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | New | 413 | 71 | 0.04% | — | 185 | +413 | New | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | No change | 397 | 67 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 364 | 62 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 336 | 57 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 319 | 54 | 0.0% | 0.0% | 189 | -38 | -10.64% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 292 | 49 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 282 | 48 | 0.0% | — | 191 | +282 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | No change | 244 | 41 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 230 | 39 | 0.0% | 0.0% | 193 | -164 | -41.62% | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 194 | 33 | 0.02% | — | 194 | +194 | New | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 173 | 29 | 0.0% | 0.0% | 195 | -27 | -13.5% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 161 | 27 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 150 | 25 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 140 | 23 | 0.0% | — | 198 | +140 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 140 | 23 | 0.02% | — | 200 | +140 | New | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 140 | 23 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Costello Asset Management, INC | History | No change | 131 | 22 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 127 | 21 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 123 | 20 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 17 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 83 | 14 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 69 | 11 | 0.0% | — | 206 | +69 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 69 | 11 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 56 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 56 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 46 | 7 | 0.0% | — | 212 | +46 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | New | 42 | 7 | 0.0% | — | 210 | +42 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43 | 7 | 0.0% | 0.0% | 211 | +9 | 26.47% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 29 | 4 | 0.0% | — | 213 | +29 | New | Q4 2025 | Feb 06, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 29 | 4 | 0.0% | — | 214 | +29 | New | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9 | 1 | 0.0% | — | 219 | +9 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,859 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -2,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,443 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,608 | -100.0% | Q3 2025 | Oct 14, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,567 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |