iSHARES TRUST - IWX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 12,344,150 | 1,133,933 | 2.72% | 2.59% | 1 | +198,318 | 1.63% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,332,301 | 581,685 | 2.04% | 2.02% | 2 | +93,664 | 1.5% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,983,534 | 549,647 | 11.47% | 11.19% | 3 | +77,178 | 1.31% | Q4 2025 | Feb 18, 2026 |
| Align Financial, LLC | History | New | 428,343 | 428,343 | 0.25% | — | 4 | +428,343 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,083,814 | 283,279 | 0.08% | 0.0% | 5 | +3,003,153 | 3723.18% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 1,081,107 | 99,310 | 0.57% | 0.59% | 6 | +33,150 | 3.16% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Reduced | 973,669 | 89,332 | 0.27% | 0.27% | 7 | -19,777 | -1.99% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | New | 722,045 | 66,327 | 0.41% | — | 8 | +722,045 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 640,842 | 58,867 | 0.02% | 0.0% | 9 | +555,928 | 654.7% | Q4 2025 | Feb 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 508,406 | 46,702 | 2.75% | 2.58% | 10 | -37,261 | -6.83% | Q4 2025 | Feb 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 505,899 | 46,471 | 1.09% | 1.03% | 11 | +18,599 | 3.82% | Q4 2025 | Feb 12, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 487,483 | 44,780 | 15.66% | 15.24% | 12 | +1,153 | 0.24% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 434,573 | 39,916 | 0.01% | 0.01% | 13 | +101,464 | 30.46% | Q4 2025 | Feb 17, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 411,476 | 37,798 | 7.92% | 7.68% | 14 | +5,949 | 1.47% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 361,960 | 33,249 | 0.24% | — | 15 | +361,960 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 341,122 | 31,335 | 0.01% | 0.0% | 16 | +24,493 | 7.74% | Q4 2025 | Jan 29, 2026 |
| JSF Financial, LLC | History | Reduced | 274,344 | 25,201 | 5.22% | 5.38% | 17 | -1,595 | -0.58% | Q4 2025 | Feb 04, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 273,745 | 25,146 | 7.77% | 6.02% | 18 | +161,686 | 144.29% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 263,019 | 24,160 | 0.03% | 0.01% | 19 | +210,381 | 399.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 261,280 | 24,001 | 0.0% | 0.0% | 20 | +343 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 257,834 | 23,684 | 1.14% | 1.09% | 21 | +8,706 | 3.49% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 252,202 | 23,167 | 0.0% | 0.0% | 22 | +67,212 | 36.33% | Q4 2025 | Feb 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 250,061 | 22,970 | 5.02% | 5.0% | 23 | +4,382 | 1.78% | Q4 2025 | Jan 13, 2026 |
| RTD Financial Advisors, Inc. | History | New | 242,363 | 22,263 | 2.72% | — | 24 | +242,363 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 237,414 | 21,808 | 0.0% | 0.0% | 25 | +15 | 0.01% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 220,752 | 20,278 | 0.31% | 0.0% | 26 | +220,656 | 229850.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 205,791 | 18,903 | 0.15% | 0.18% | 27 | -1,861 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 194,236 | 17,842 | 0.29% | 0.32% | 28 | -55,326 | -22.17% | Q4 2025 | Feb 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 193,770 | 17,799 | 5.64% | 5.16% | 29 | +15,510 | 8.7% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 191,245 | 17,567 | 6.92% | 4.56% | 30 | +9,101 | 5.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 187,453 | 17,219 | 0.06% | 0.07% | 31 | +20,951 | 12.58% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 181,839 | 16,703 | 0.21% | 0.2% | 32 | +7,184 | 4.11% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 179,794 | 16,515 | 0.02% | 0.02% | 33 | -4,341 | -2.36% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 164,473 | 15,108 | 0.0% | 0.0% | 34 | +133,200 | 425.93% | Q4 2025 | Mar 25, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 148,901 | 13,678 | 0.07% | 0.07% | 35 | -481 | -0.32% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 141,935 | 13,038 | 0.25% | 0.01% | 36 | +135,833 | 2226.04% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 136,000 | 12,492 | 0.0% | 0.0% | 37 | +6,759 | 5.23% | Q4 2025 | Feb 18, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 132,912 | 12,215 | 1.84% | 1.57% | 38 | +15,862 | 13.55% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 132,660 | 12,186 | 0.0% | 0.0% | 39 | -1,714 | -1.28% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 132,439 | 12,165 | 0.03% | 0.01% | 40 | +87,361 | 193.8% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,899 | 10,463 | 0.02% | 0.0% | 41 | +107,927 | 1807.22% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 110,130 | 10,117 | 0.0% | — | 42 | +110,130 | New | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 98,409 | 9,039 | 0.54% | 0.48% | 43 | +4,419 | 4.7% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,138 | 7,729 | 0.02% | 0.02% | 44 | +5,568 | 7.09% | Q4 2025 | Feb 05, 2026 |
| One Capital Management, LLC | History | New | 79,573 | 7,309 | 0.22% | — | 45 | +79,573 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 67,824 | 6,230 | 4.68% | 4.46% | 46 | +363 | 0.54% | Q4 2025 | Jan 23, 2026 |
| Veridan Wealth LLC | History | Added to | 66,858 | 6,141 | 2.06% | 2.01% | 47 | +470 | 0.71% | Q4 2025 | Feb 13, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 65,160 | 5,985 | 0.22% | 0.21% | 48 | -1,454 | -2.18% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,073 | 5,334 | 0.01% | 0.01% | 49 | -2,358 | -3.9% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Reduced | 57,257 | 5,259 | 0.24% | 0.24% | 50 | -733 | -1.26% | Q4 2025 | Feb 06, 2026 |
| MATTERS CAPITAL LLC | History | New | 52,181 | 4,793 | 3.92% | — | 51 | +52,181 | New | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | New | 51,352 | 4,717 | 0.14% | — | 52 | +51,352 | New | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 50,543 | 4,642 | 0.06% | 0.03% | 53 | +17,826 | 54.49% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 50,283 | 4,619 | 0.35% | 0.37% | 54 | -163 | -0.32% | Q4 2025 | Jan 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 50,237 | 4,614 | 0.01% | 0.0% | 55 | +35,379 | 238.11% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 50,183 | 4,609 | 0.01% | 0.01% | 56 | -2,900 | -5.46% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 49,531 | 4,549 | 4.51% | — | 57 | +49,531 | New | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,450 | 3,807 | 0.05% | 0.04% | 58 | +2,266 | 5.78% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | New | 38,078 | 3,497 | 0.06% | — | 59 | +38,078 | New | Q4 2025 | Mar 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 37,343 | 3,430 | 0.0% | 0.0% | 60 | +25,981 | 228.67% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 33,123 | 3,042 | 0.01% | 0.01% | 61 | +15,620 | 89.24% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 32,712 | 3,004 | 0.51% | 0.5% | 62 | -365 | -1.1% | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 32,515 | 2,987 | 0.03% | — | 63 | +32,515 | New | Q4 2025 | Jan 05, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 30,778 | 2,827 | 1.5% | — | 64 | +30,778 | New | Q4 2025 | Feb 13, 2026 |
| FWG Investments, LLC. | History | Added to | 30,767 | 2,826 | 1.8% | 1.83% | 65 | +389 | 1.28% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,852 | 2,374 | 0.0% | 0.0% | 66 | +307 | 1.2% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 24,802 | 2,278 | 0.16% | — | 67 | +24,802 | New | Q4 2025 | Feb 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 24,476 | 2,248 | 0.08% | 0.05% | 68 | +8,450 | 52.73% | Q4 2025 | Jan 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 22,477 | 2,064 | 0.33% | 0.36% | 69 | -1,770 | -7.3% | Q4 2025 | Feb 04, 2026 |
| Centennial Wealth Advisory LLC | History | New | 22,416 | 2,059 | 0.54% | — | 70 | +22,416 | New | Q4 2025 | Jan 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 21,827 | 2,005 | 0.63% | 1.3% | 71 | -39,916 | -64.65% | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 21,489 | 1,974 | 1.77% | 1.69% | 72 | +675 | 3.24% | Q4 2025 | Jan 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 21,056 | 1,934 | 0.2% | — | 73 | +21,056 | New | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 20,482 | 1,881 | 0.09% | — | 74 | +20,482 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 20,368 | 1,870 | 0.03% | 0.03% | 75 | +7 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,080 | 1,844 | 0.0% | 0.0% | 76 | -206 | -1.02% | Q4 2025 | Mar 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 19,624 | 1,802 | 0.14% | 0.16% | 77 | -448 | -2.23% | Q4 2025 | Jan 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 19,247 | 1,768 | 0.04% | 0.07% | 78 | -11,425 | -37.25% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,551 | 1,704 | 0.08% | 0.05% | 79 | +6,880 | 58.95% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | New | 18,412 | 1,691 | 0.0% | — | 80 | +18,412 | New | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 18,226 | 1,684 | 0.05% | — | 81 | +18,226 | New | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 17,308 | 1,589 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 17,284 | 1,587 | 0.12% | 0.12% | 83 | -286 | -1.63% | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 17,262 | 1,585 | 0.12% | 0.11% | 84 | +460 | 2.74% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,960 | 1,557 | 0.0% | 0.0% | 85 | +3,038 | 21.82% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 16,716 | 1,535 | 0.09% | 0.06% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Centerpoint Advisory Group | History | Added to | 16,533 | 1,518 | 1.17% | 1.02% | 87 | +1,665 | 11.2% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 15,885 | 1,459 | 0.0% | 0.0% | 88 | -228 | -1.42% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 15,392 | 1,414 | 0.0% | 0.0% | 89 | +9,253 | 150.72% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,017 | 1,379 | 0.04% | 0.05% | 90 | +34 | 0.23% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 14,870 | 1,365 | 0.0% | 0.0% | 91 | +937 | 6.73% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 14,645 | 1,345 | 0.1% | 0.11% | 92 | -1,033 | -6.59% | Q4 2025 | Feb 09, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 14,443 | 1,326 | 0.49% | 0.5% | 93 | -17 | -0.12% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,710 | 1,259 | 0.0% | 0.0% | 94 | -565 | -3.96% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,416 | 1,232 | 0.0% | 0.0% | 95 | +216 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,238 | 1,216 | 0.01% | 0.0% | 96 | +2,035 | 18.16% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 12,848 | 1,180 | 0.06% | 0.05% | 97 | +1,263 | 10.9% | Q4 2025 | Jan 20, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 12,199 | 1,120 | 0.56% | 0.55% | 98 | +838 | 7.38% | Q4 2025 | Jan 26, 2026 |
| Centennial Advisors, LLC | History | New | 11,981 | 1,100 | 1.43% | — | 99 | +11,981 | New | Q4 2025 | Jan 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 11,664 | 1,071 | 0.01% | 0.02% | 100 | -1,757 | -13.09% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,921 | 1,003 | 0.0% | 0.0% | 101 | +320 | 3.02% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,811 | 993 | 0.01% | — | 102 | +10,811 | New | Q4 2025 | Feb 18, 2026 |
| FLP Wealth Management, LLC | History | Added to | 9,278 | 979 | 2.31% | 2.09% | 103 | +841 | 9.97% | Q4 2025 | Jan 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,590 | 972 | 0.05% | 0.06% | 104 | -3,114 | -22.72% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | No change | 10,264 | 942 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilian Securities, LLC | History | New | 10,078 | 925 | 1.0% | — | 106 | +10,078 | New | Q4 2025 | Feb 06, 2026 |
| Claro Advisors Inc. | History | Added to | 9,945 | 913 | 0.12% | 0.1% | 107 | +1,787 | 21.9% | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 9,398 | 863 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,214 | 846 | 0.02% | 0.0% | 109 | +8,958 | 3499.22% | Q4 2025 | Jan 28, 2026 |
| SCS Capital Management LLC | History | No change | 8,851 | 813 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SMART Wealth LLC | History | Added to | 8,736 | 802 | 0.24% | 0.27% | 111 | +439 | 5.29% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 8,594 | 789 | 0.31% | 0.36% | 112 | -109 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Kelly Financial Services LLC | History | New | 8,573 | 787 | 0.2% | — | 113 | +8,573 | New | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,511 | 786 | 0.03% | 0.05% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates Inc | History | No change | 8,420 | 773 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,364 | 768 | 0.34% | 0.29% | 116 | -2,768 | -24.87% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | New | 8,293 | 761 | 0.02% | — | 117 | +8,293 | New | Q4 2025 | Feb 19, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 8,132 | 747 | 0.09% | 0.1% | 118 | -325 | -3.84% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,956 | 730 | 0.0% | 0.0% | 119 | -3,144 | -28.32% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,895 | 725 | 0.0% | 0.0% | 120 | -410 | -4.94% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | No change | 7,652 | 702 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,625 | 700 | 0.01% | 0.01% | 122 | +1,855 | 32.15% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,552 | 693 | 0.0% | 0.01% | 123 | -715 | -8.65% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,501 | 689 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,455 | 684 | 0.0% | 0.0% | 125 | +348 | 4.9% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,132 | 655 | 0.01% | 0.01% | 126 | +1,553 | 27.84% | Q4 2025 | Feb 13, 2026 |
| Index Technologies Group LLC | History | New | 6,874 | 631 | 0.66% | — | 127 | +6,874 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,664 | 612 | 0.0% | 0.0% | 128 | -956 | -12.55% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,426 | 590 | 0.0% | 0.0% | 129 | +70 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Networth Advisors, LLC | History | New | 6,235 | 572 | 0.42% | — | 130 | +6,235 | New | Q4 2025 | Jan 22, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,015 | 552 | 0.06% | — | 131 | +6,015 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 6,009 | 551 | 0.0% | — | 132 | +6,009 | New | Q4 2025 | Feb 12, 2026 |
| GenWealth Group, Inc. | History | No change | 5,836 | 549 | 0.09% | 0.1% | 133 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,924 | 544 | 0.02% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,862 | 538 | 0.0% | 0.0% | 135 | +2,094 | 55.57% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,132 | 471 | 0.01% | 0.0% | 136 | +4,458 | 661.42% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | No change | 5,000 | 459 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | New | 4,850 | 445 | 0.03% | — | 138 | +4,850 | New | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,754 | 436 | 0.0% | 0.0% | 140 | +76 | 1.62% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | No change | 4,753 | 436 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | New | 4,740 | 435 | 0.0% | — | 141 | +4,740 | New | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,564 | 419 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vantage Point Financial LLC | History | Added to | 4,516 | 414 | 0.15% | 0.15% | 143 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,501 | 413 | 0.0% | 0.0% | 144 | +2,023 | 81.64% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,399 | 404 | 0.0% | — | 145 | +4,399 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 4,348 | 399 | 0.08% | 0.08% | 146 | +3 | 0.07% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 4,214 | 387 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 3,900 | 358 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | No change | 3,869 | 355 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,851 | 353 | 0.01% | 0.01% | 150 | +7 | 0.18% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 3,790 | 348 | 0.01% | 0.01% | 151 | +1,216 | 47.24% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,768 | 346 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 3,741 | 343 | 0.16% | 0.16% | 153 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,606 | 331 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,543 | 325 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,518 | 323 | 0.07% | 0.08% | 156 | +1 | 0.03% | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,514 | 322 | 0.01% | 0.01% | 157 | +124 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 3,425 | 314 | 0.0% | 0.0% | 158 | +555 | 19.34% | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,411 | 313 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,277 | 301 | 0.0% | — | 160 | +3,277 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 3,166 | 290 | 0.0% | 0.0% | 161 | +789 | 33.19% | Q4 2025 | Jan 16, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 3,156 | 289 | 0.13% | 0.15% | 162 | -174 | -5.23% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,145 | 288 | 0.03% | 0.01% | 163 | -208 | -6.2% | Q4 2025 | Jan 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,105 | 285 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 3,101 | 284 | 0.0% | 0.0% | 165 | +460 | 17.42% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,077 | 283 | 0.0% | 0.0% | 166 | -48 | -1.54% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,086 | 283 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 3,078 | 282 | 0.0% | 0.0% | 168 | +2,192 | 247.4% | Q4 2025 | Jan 30, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,072 | 282 | 0.01% | 0.01% | 170 | -271 | -8.11% | Q4 2025 | Feb 06, 2026 |
| Diversified Trust Co | History | Reduced | 3,072 | 282 | 0.01% | 0.01% | 169 | -69 | -2.2% | Q4 2025 | Jan 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 3,064 | 281 | 0.11% | 0.11% | 171 | -3 | -0.1% | Q4 2025 | Feb 09, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,045 | 279 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,031 | 278 | 0.01% | 0.01% | 173 | -1,367 | -31.08% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,017 | 277 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Edge Advisors, LLC | History | New | 2,848 | 261 | 0.03% | — | 175 | +2,848 | New | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 2,837 | 260 | 0.0% | 0.0% | 176 | +360 | 14.53% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | No change | 2,822 | 259 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | No change | 2,785 | 255 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 2,744 | 252 | 0.0% | 0.0% | 179 | +219 | 8.67% | Q4 2025 | Feb 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 2,703 | 248 | 0.06% | 0.06% | 180 | +209 | 8.38% | Q4 2025 | Jan 07, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 2,556 | 234 | 0.03% | 0.05% | 181 | -2,038 | -44.36% | Q4 2025 | Feb 02, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 2,540 | 233 | 0.01% | 0.01% | 182 | -30 | -1.17% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,472 | 227 | 0.02% | 0.02% | 183 | +36 | 1.48% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 2,465 | 226 | 0.0% | 0.01% | 184 | -6,464 | -72.39% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 2,462 | 226 | 0.0% | — | 185 | +2,462 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | No change | 2,439 | 224 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,418 | 222 | 0.0% | — | 187 | +2,418 | New | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,415 | 221 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | No change | 2,400 | 220 | 0.07% | 0.08% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 2,384 | 219 | 0.12% | 0.15% | 190 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,387 | 219 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,352 | 216 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,267 | 208 | 0.02% | 0.04% | 193 | -78 | -3.33% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | New | 2,263 | 207 | 0.02% | — | 194 | +2,263 | New | Q4 2025 | Jan 26, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 2,220 | 203 | 0.19% | — | 195 | +2,220 | New | Q4 2025 | Feb 12, 2026 |
| Parvin Asset Management, LLC | History | New | 2,197 | 201 | 0.16% | — | 197 | +2,197 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | New | 2,190 | 201 | 0.01% | — | 196 | +2,190 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 1,993 | 183 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,863 | 171 | 0.0% | 0.0% | 199 | +895 | 92.46% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,475 | 135 | 0.01% | 0.01% | 200 | -473 | -24.28% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 1,435 | 131 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 1,395 | 128 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 1,320 | 121 | 0.0% | 0.0% | 203 | -55 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 1,259 | 115 | 0.06% | — | 204 | +1,259 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,182 | 108 | 0.0% | — | 205 | +1,182 | New | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 1,110 | 101 | 0.0% | — | 206 | +1,110 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,077 | 98 | 0.01% | — | 207 | +1,077 | New | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,007 | 95 | 0.0% | 0.01% | 208 | -323 | -24.29% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,026 | 94 | 0.0% | — | 209 | +1,026 | New | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,032 | 94 | 0.0% | 0.0% | 210 | +494 | 91.82% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | No change | 1,013 | 93 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 91 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 829 | 76 | 0.0% | 0.0% | 213 | +418 | 101.7% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 745 | 68 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 632 | 58 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 530 | 48 | 0.02% | — | 216 | +530 | New | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 492 | 45 | 0.0% | 0.0% | 218 | -881 | -64.17% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 500 | 45 | 0.0% | 0.0% | 217 | +100 | 25.0% | Q4 2025 | Feb 26, 2026 |
| FIRST HORIZON CORP | History | Reduced | 421 | 38 | 0.0% | 0.0% | 219 | -13 | -3.0% | Q4 2025 | Jan 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 294 | 27 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | New | 258 | 24 | 0.0% | — | 222 | +258 | New | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | No change | 270 | 24 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 267 | 24 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 203 | 18 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 186 | 17 | 0.0% | — | 225 | +186 | New | Q4 2025 | Feb 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 127 | 11 | 0.0% | — | 226 | +127 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | No change | 103 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 103 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 87 | 7 | 0.0% | 0.0% | 230 | +51 | 141.67% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | New | 70 | 6 | 0.0% | — | 231 | +70 | New | Q4 2025 | Feb 11, 2026 |
| Ransom Advisory, Ltd | History | New | 68 | 6 | 0.0% | — | 232 | +68 | New | Q4 2025 | Jan 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 47 | 4 | 0.0% | 0.01% | 234 | -90 | -65.69% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 48 | 4 | 0.0% | — | 235 | +48 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 48 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | New | 43 | 3 | 0.0% | — | 237 | +43 | New | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 39 | 3 | 0.0% | — | 236 | +39 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 239 | -30 | -53.57% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 15.0% | — | -441,747 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,376 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,844 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -5,667 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -4,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,177 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -862 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2025 | Nov 06, 2025 |