iSHARES TRUST - IXC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 14,729,493 | 617,607 | 0.21% | 0.21% | 1 | +1,127,201 | 8.29% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,194,972 | 50,105 | 0.0% | 0.0% | 2 | -33,341 | -2.71% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 814,044 | 34,132 | 0.0% | 0.0% | 3 | -17,569 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 797,421 | 33,435 | 0.04% | 0.06% | 4 | -35,286 | -4.24% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 624,706 | 26,193 | 0.58% | 0.61% | 5 | +7,691 | 1.25% | Q4 2025 | Jan 27, 2026 |
| Verger Capital Management LLC | History | Added to | 575,775 | 24,142 | 7.15% | 6.93% | 6 | +64,282 | 12.57% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 499,935 | 20,962 | 0.0% | 0.0% | 7 | +51,793 | 11.56% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 460,282 | 19,299 | 2.42% | 2.09% | 8 | +91,968 | 24.97% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 448,292 | 18,796 | 0.03% | 0.02% | 9 | +44,921 | 11.14% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 443,914 | 18,613 | 0.02% | 0.02% | 10 | +59,788 | 15.56% | Q4 2025 | Feb 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 303,969 | 12,745 | 2.69% | 2.63% | 11 | +14,964 | 5.18% | Q4 2025 | Jan 14, 2026 |
| Financial Advisory Corp | History | Reduced | 287,619 | 12,059 | 1.75% | 1.82% | 12 | -9,090 | -3.06% | Q4 2025 | Jan 27, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 283,646 | 11,893 | 1.21% | 1.21% | 13 | -2,103 | -0.74% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 277,017 | 11,615 | 0.0% | 0.0% | 14 | +3,002 | 1.1% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 260,789 | 10,934 | 0.0% | 0.0% | 15 | +133,528 | 104.92% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 252,343 | 10,580 | 0.0% | 0.0% | 16 | -26,880 | -9.63% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 205,018 | 8,596 | 0.0% | 0.0% | 17 | -59,114 | -22.38% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 194,394 | 8,148 | 0.0% | 0.0% | 18 | +21,595 | 12.5% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 190,801 | 8,000 | 0.0% | 0.0% | 19 | -14,627 | -7.12% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 183,517 | 7,694 | 0.03% | 0.03% | 20 | +19,070 | 11.6% | Q4 2025 | Feb 12, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 183,236 | 7,683 | 0.94% | 0.95% | 21 | -86,378 | -32.04% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 147,430 | 6,181 | 0.17% | 0.17% | 22 | +3,035 | 2.1% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 144,115 | 6,042 | 0.0% | 0.0% | 23 | +126,815 | 733.03% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 139,611 | 5,855 | 0.0% | — | 24 | +139,611 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,316 | 4,878 | 0.01% | 0.01% | 25 | -871 | -0.74% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 112,456 | 4,715 | 0.05% | 0.05% | 26 | +112 | 0.1% | Q4 2025 | Feb 06, 2026 |
| GenTrust, LLC | History | Reduced | 108,785 | 4,561 | 0.2% | 0.21% | 27 | -2,045 | -1.85% | Q4 2025 | Feb 02, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 107,474 | 4,506 | 1.09% | 1.13% | 28 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 100,990 | 4,234 | 0.0% | 0.0% | 29 | -1,454 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 97,371 | 4,082 | 0.03% | — | 30 | +97,371 | New | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 94,916 | 3,979 | 0.05% | 0.05% | 31 | +500 | 0.53% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 89,114 | 3,736 | 0.0% | 0.0% | 32 | -2,260 | -2.47% | Q4 2025 | Feb 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 88,813 | 3,723 | 2.82% | 3.01% | 33 | -5,145 | -5.48% | Q4 2025 | Jan 28, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 88,525 | 3,711 | 1.16% | 1.03% | 34 | +14,127 | 18.99% | Q4 2025 | Jan 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 83,013 | 3,480 | 0.05% | 0.06% | 35 | -7,567 | -8.35% | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 74,248 | 3,113 | 2.98% | — | 36 | +74,248 | New | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 69,000 | 2,893 | 0.01% | 0.01% | 37 | -13,121 | -15.98% | Q4 2025 | Feb 05, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 67,274 | 2,820 | 0.43% | 0.42% | 38 | +1,522 | 2.31% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 66,518 | 2,789 | 0.02% | 0.03% | 39 | -38,185 | -36.47% | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 63,378 | 2,657 | 2.38% | — | 40 | +63,378 | New | Q4 2025 | Feb 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 62,494 | 2,620 | 0.57% | 0.55% | 41 | +9,454 | 17.82% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL PLC | History | Added to | 59,500 | 2,494 | 0.02% | 0.02% | 42 | +3,400 | 6.06% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 58,353 | 2,446 | 0.0% | 0.0% | 43 | +3,449 | 6.28% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 58,214 | 2,436 | 0.01% | — | 44 | +58,214 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 57,211 | 2,399 | 0.0% | 0.0% | 45 | +2,130 | 3.87% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 54,753 | 2,295 | 0.0% | 0.0% | 46 | +7,619 | 16.16% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Reduced | 53,325 | 2,235 | 0.04% | 0.05% | 47 | -368 | -0.69% | Q4 2025 | Jan 13, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 52,300 | 2,193 | 0.22% | 0.22% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 48,538 | 2,035 | 0.08% | 0.07% | 49 | +6,075 | 14.31% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,846 | 2,020 | 0.0% | 0.0% | 50 | +3,128 | 6.99% | Q4 2025 | Jan 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 45,981 | 1,927 | 0.0% | 0.0% | 51 | +10,119 | 28.22% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,893 | 1,882 | 0.0% | 0.0% | 52 | +25,063 | 126.39% | Q4 2025 | Mar 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 43,461 | 1,822 | 0.13% | 0.14% | 53 | -350 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Reduced | 42,468 | 1,780 | 0.01% | 0.02% | 54 | -1,927 | -4.34% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 39,953 | 1,675 | 0.01% | 0.01% | 55 | +92 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 38,731 | 1,623 | 0.02% | — | 56 | +38,731 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 38,731 | 1,623 | 0.08% | 0.08% | 57 | +11,154 | 40.45% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 38,602 | 1,618 | 0.0% | 0.0% | 58 | -7,372 | -16.04% | Q4 2025 | Feb 17, 2026 |
| Banco Santander, S.A. | History | New | 38,158 | 1,599 | 0.01% | — | 59 | +38,158 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,030 | 1,510 | 0.01% | 0.01% | 60 | +537 | 1.51% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,314 | 1,480 | 0.0% | 0.0% | 61 | +7,271 | 25.93% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 32,169 | 1,348 | 0.01% | — | 62 | +32,169 | New | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 30,000 | 1,257 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 28,691 | 1,203 | 0.02% | 0.04% | 64 | -17,975 | -38.52% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | New | 28,000 | 1,174 | 0.25% | — | 65 | +28,000 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,974 | 1,172 | 0.03% | 0.03% | 66 | +3,179 | 12.82% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 27,665 | 1,159 | 0.13% | 0.13% | 67 | -59 | -0.21% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 27,002 | 1,132 | 0.01% | 0.01% | 68 | +535 | 2.02% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,232 | 1,099 | 0.01% | 0.01% | 69 | -3,172 | -10.79% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 26,051 | 1,092 | 0.0% | 0.0% | 70 | +22 | 0.08% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 25,900 | 1,085 | 0.0% | 0.0% | 71 | -11,300 | -30.38% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 25,671 | 1,076 | 0.0% | — | 72 | +25,671 | New | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 25,650 | 1,075 | 0.04% | 0.04% | 73 | +4,180 | 19.47% | Q4 2025 | Jan 14, 2026 |
| Affiance Financial, LLC | History | Added to | 24,755 | 1,037 | 0.17% | 0.19% | 74 | +19 | 0.08% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 24,481 | 1,026 | 0.01% | 0.01% | 75 | -6,682 | -21.44% | Q4 2025 | Jan 05, 2026 |
| Proficio Capital Partners LLC | History | New | 23,870 | 1,000 | 0.07% | — | 76 | +23,870 | New | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Added to | 23,719 | 994 | 0.0% | 0.0% | 77 | +2,700 | 12.85% | Q4 2025 | Feb 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 23,446 | 983 | 0.06% | 0.06% | 78 | -273 | -1.15% | Q4 2025 | Jan 20, 2026 |
| J. Safra Sarasin Holding AG | History | New | 22,727 | 952 | 0.02% | — | 79 | +22,727 | New | Q4 2025 | Jan 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 22,136 | 928 | 0.28% | 0.29% | 80 | -26 | -0.12% | Q4 2025 | Jan 23, 2026 |
| DARA CAPITAL US, INC. | History | New | 22,050 | 924 | 0.82% | — | 81 | +22,050 | New | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 21,780 | 913 | 0.02% | 0.02% | 82 | -44 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Climber Capital SA | History | New | 21,498 | 909 | 0.59% | — | 83 | +21,498 | New | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 21,394 | 897 | 0.01% | 0.02% | 84 | -12,475 | -36.83% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 21,390 | 896 | 0.01% | 0.01% | 85 | -42 | -0.2% | Q4 2025 | Feb 13, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 21,165 | 888 | 0.41% | 0.41% | 86 | -55 | -0.26% | Q4 2025 | Feb 26, 2026 |
| Vantage Point Financial LLC | History | Reduced | 20,848 | 874 | 0.31% | 0.34% | 87 | -436 | -2.05% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,616 | 864 | 0.0% | 0.0% | 88 | +4,651 | 29.13% | Q4 2025 | Feb 17, 2026 |
| J.Safra Asset Management Corp | History | No change | 20,157 | 845 | 0.04% | 0.05% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 18,700 | 784 | 0.01% | — | 90 | +18,700 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,397 | 771 | 0.0% | 0.0% | 91 | +3,831 | 26.3% | Q4 2025 | Feb 18, 2026 |
| Fiduciary Planning LLC | History | Reduced | 17,906 | 750 | 0.23% | 0.23% | 92 | -512 | -2.78% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,086 | 716 | 0.01% | 0.01% | 93 | +1,845 | 12.11% | Q4 2025 | Feb 19, 2026 |
| Verity Asset Management, Inc. | History | Added to | 16,677 | 699 | 0.3% | 0.15% | 94 | +5,846 | 53.97% | Q4 2025 | Jan 30, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 16,519 | 692 | 0.29% | 0.37% | 95 | -3,975 | -19.4% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 16,102 | 675 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,896 | 666 | 0.0% | 0.0% | 97 | +4,994 | 45.81% | Q4 2025 | Feb 17, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 15,750 | 661 | 0.08% | 0.07% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,319 | 642 | 0.01% | 0.01% | 99 | +2,665 | 21.06% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,251 | 639 | 0.01% | 0.01% | 100 | -788 | -4.91% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,663 | 614 | 0.03% | 0.04% | 101 | -4,454 | -23.3% | Q4 2025 | Feb 05, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 14,595 | 611 | 0.21% | 0.22% | 102 | +35 | 0.24% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,180 | 594 | 0.0% | 0.0% | 103 | -308 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 13,975 | 585 | 0.0% | — | 104 | +13,975 | New | Q4 2025 | Feb 17, 2026 |
| BCO Wealth Management LLC | History | No change | 13,799 | 578 | 0.35% | 0.38% | 105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,778 | 577 | 0.0% | 0.0% | 106 | +2,418 | 21.29% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,655 | 572 | 0.03% | 0.05% | 107 | +121 | 0.89% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,501 | 566 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,228 | 554 | 0.02% | 0.01% | 109 | +7,552 | 133.05% | Q4 2025 | Jan 21, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 13,497 | 549 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 13,005 | 545 | 0.14% | 0.14% | 111 | -364 | -2.72% | Q4 2025 | Jan 22, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 12,995 | 544 | 0.3% | 0.33% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 12,959 | 543 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 12,721 | 533 | 0.0% | 0.0% | 114 | +198 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Lynx Investment Advisory | History | Added to | 12,249 | 513 | 0.28% | 0.16% | 115 | +5,681 | 86.5% | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,130 | 508 | 0.07% | 0.08% | 116 | +514 | 4.42% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 11,603 | 486 | 0.0% | 0.0% | 117 | -514 | -4.24% | Q4 2025 | Jan 26, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 11,297 | 473 | 0.06% | 0.06% | 118 | -142 | -1.24% | Q4 2025 | Feb 10, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 11,227 | 470 | 0.49% | 0.46% | 119 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 10,887 | 456 | 0.0% | 0.0% | 120 | +5,430 | 99.51% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,864 | 455 | 0.0% | 0.0% | 121 | +4,252 | 64.31% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 10,679 | 447 | 0.0% | 0.0% | 122 | -1,791 | -14.36% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,536 | 441 | 0.0% | 0.0% | 123 | -762 | -6.74% | Q4 2025 | Feb 18, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 10,456 | 438 | 0.13% | 0.13% | 124 | +37 | 0.36% | Q4 2025 | Feb 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 10,000 | 419 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,913 | 415 | 0.02% | 0.03% | 126 | -159 | -1.58% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,818 | 411 | 0.0% | 0.0% | 127 | -235 | -2.34% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 9,593 | 402 | 0.03% | — | 128 | +9,593 | New | Q4 2025 | Feb 06, 2026 |
| Detalus Advisors, LLC | History | Reduced | 9,271 | 388 | 0.09% | 0.11% | 129 | -590 | -5.98% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,243 | 387 | 0.0% | 0.0% | 130 | +712 | 8.35% | Q4 2025 | Feb 10, 2026 |
| MGO Private Wealth, LLC | History | No change | 8,838 | 370 | 0.23% | 0.22% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,372 | 351 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Reduced | 8,206 | 344 | 0.01% | 0.02% | 133 | -175 | -2.09% | Q4 2025 | Feb 10, 2026 |
| Hyposwiss Advisors SA | History | New | 8,094 | 339 | 0.33% | — | 134 | +8,094 | New | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 8,075 | 338 | 0.04% | 0.04% | 135 | -500 | -5.83% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,047 | 337 | 0.0% | 0.0% | 136 | +1,001 | 14.21% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,000 | 335 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TPG Advisors LLC | History | New | 7,974 | 334 | 0.21% | — | 139 | +7,974 | New | Q4 2025 | Jan 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,966 | 334 | 0.03% | 0.03% | 138 | -439 | -5.22% | Q4 2025 | Jan 09, 2026 |
| Leo Wealth, LLC | History | New | 7,848 | 329 | 0.02% | — | 140 | +7,848 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,841 | 328 | 0.01% | 0.01% | 141 | -1,223 | -13.49% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,787 | 326 | 0.01% | 0.01% | 142 | -2,082 | -21.1% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,652 | 320 | 0.01% | — | 143 | +7,652 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,618 | 319 | 0.0% | 0.0% | 144 | -47 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,340 | 308 | 0.0% | 0.0% | 145 | -246 | -3.24% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,302 | 306 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 7,061 | 296 | 0.0% | 0.0% | 147 | +715 | 11.27% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,677 | 293 | 0.02% | 0.02% | 148 | -105 | -1.55% | Q4 2025 | Jan 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 6,977 | 292 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 6,852 | 288 | 0.0% | 0.0% | 150 | -2,146 | -23.85% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,779 | 284 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BFI Wealth Solutions, LLC | History | New | 6,612 | 277 | 0.26% | — | 152 | +6,612 | New | Q4 2025 | Feb 19, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,520 | 273 | 0.0% | 0.0% | 153 | +435 | 7.15% | Q4 2025 | Mar 16, 2026 |
| ABLE Financial Group, LLC | History | New | 6,479 | 271 | 0.06% | — | 154 | +6,479 | New | Q4 2025 | Jan 23, 2026 |
| ProCore Advisors, LLC | History | New | 6,417 | 269 | 0.28% | — | 155 | +6,417 | New | Q4 2025 | Jan 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,368 | 267 | 0.01% | 0.01% | 156 | -381 | -5.65% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Partners, LLC | History | No change | 6,151 | 257 | 0.07% | 0.08% | 157 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 5,997 | 252 | 0.0% | — | 158 | +5,997 | New | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | No change | 5,947 | 249 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | No change | 5,781 | 242 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,658 | 237 | 0.0% | 0.0% | 161 | -84 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 5,667 | 236 | 0.01% | 0.01% | 162 | +28 | 0.5% | Q4 2025 | Jan 08, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,600 | 235 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,607 | 235 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,550 | 232 | 0.0% | 0.01% | 165 | -243 | -4.19% | Q4 2025 | Feb 02, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 5,487 | 230 | 0.03% | 0.03% | 166 | -622 | -10.18% | Q4 2025 | Jan 29, 2026 |
| Corecam Pte. Ltd. | History | New | 5,420 | 227 | 0.12% | — | 167 | +5,420 | New | Q4 2025 | Mar 02, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,345 | 224 | 0.01% | 0.01% | 168 | +25 | 0.47% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,351 | 224 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pines Wealth Management, LLC | History | Added to | 5,322 | 223 | 0.07% | 0.07% | 170 | +291 | 5.78% | Q4 2025 | Feb 02, 2026 |
| Townsend & Associates, Inc | History | No change | 4,992 | 219 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,216 | 218 | 0.01% | 0.01% | 172 | -305 | -5.52% | Q4 2025 | Feb 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,100 | 213 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 5,000 | 209 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 4,923 | 206 | 0.02% | 0.02% | 175 | -38 | -0.77% | Q4 2025 | Feb 26, 2026 |
| Legacy Advisors, LLC | History | No change | 4,915 | 206 | 0.02% | 0.03% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 4,912 | 205 | 0.01% | 0.01% | 177 | +99 | 2.06% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 4,853 | 203 | 0.02% | 0.03% | 178 | -655 | -11.89% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,733 | 198 | 0.0% | 0.0% | 179 | +686 | 16.95% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 4,712 | 197 | 0.01% | — | 180 | +4,712 | New | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,535 | 190 | 0.11% | 0.12% | 181 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,351 | 182 | 0.0% | 0.0% | 182 | -56 | -1.27% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,327 | 181 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 4,233 | 177 | 0.0% | 0.0% | 184 | +182 | 4.49% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 3,963 | 166 | 0.01% | 0.01% | 185 | -4 | -0.1% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,930 | 164 | 0.0% | 0.0% | 186 | -79 | -1.97% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,302 | 138 | 0.0% | 0.0% | 187 | -21 | -0.63% | Q4 2025 | Feb 12, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,500 | 104 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 2,305 | 96 | 0.0% | 0.0% | 189 | -1,150 | -33.29% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 2,287 | 95 | 0.02% | 0.02% | 190 | -83 | -3.5% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,238 | 93 | 0.0% | 0.0% | 191 | -206 | -8.43% | Q4 2025 | Jan 26, 2026 |
| Advanced Asset Management Advisors Inc | History | New | 2,202 | 92 | 0.03% | — | 192 | +2,202 | New | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,071 | 91 | 0.0% | 0.0% | 193 | +400 | 23.94% | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | No change | 1,899 | 79 | 0.03% | 0.04% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,870 | 78 | 0.0% | 0.0% | 195 | -852 | -31.3% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 1,836 | 76 | 0.02% | — | 196 | +1,836 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,748 | 73 | 0.0% | — | 197 | +1,748 | New | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,635 | 68 | 0.04% | 0.05% | 198 | +17 | 1.05% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 1,605 | 67 | 0.0% | 0.0% | 199 | -139 | -7.97% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 1,604 | 67 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 1,462 | 61 | 0.02% | 0.02% | 201 | +30 | 2.09% | Q4 2025 | Feb 09, 2026 |
| LOM Asset Management Ltd | History | No change | 1,430 | 59 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,356 | 56 | 0.0% | 0.0% | 204 | -460 | -25.33% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,342 | 56 | 0.0% | 0.0% | 203 | -4 | -0.3% | Q4 2025 | Feb 09, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,309 | 54 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quattro Advisors LLC | History | New | 1,285 | 53 | 0.04% | — | 206 | +1,285 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,239 | 51 | 0.01% | 0.01% | 207 | -45 | -3.5% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,210 | 50 | 0.04% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,143 | 47 | 0.01% | 0.02% | 209 | -79 | -6.46% | Q4 2025 | Jan 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,036 | 43 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parvin Asset Management, LLC | History | New | 1,000 | 41 | 0.03% | — | 212 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,000 | 41 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 972 | 40 | 0.01% | — | 213 | +972 | New | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | Reduced | 974 | 40 | 0.01% | 0.01% | 214 | -232 | -19.24% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 974 | 40 | 0.01% | 0.01% | 215 | +20 | 2.1% | Q4 2025 | Jan 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 730 | 36 | 0.03% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 842 | 35 | 0.01% | — | 217 | +842 | New | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 750 | 31 | 0.0% | — | 218 | +750 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 760 | 31 | 0.0% | 0.0% | 219 | +16 | 2.15% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | New | 728 | 30 | 0.0% | — | 221 | +728 | New | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 725 | 30 | 0.01% | — | 220 | +725 | New | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 734 | 30 | 0.0% | 0.0% | 222 | +384 | 109.71% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 700 | 29 | 0.0% | 0.0% | 223 | +500 | 250.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 624 | 26 | 0.0% | 0.0% | 225 | -54 | -7.96% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 638 | 26 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bank of New Hampshire | History | New | 600 | 25 | 0.01% | — | 228 | +600 | New | Q4 2025 | Mar 16, 2026 |
| Manchester Capital Management LLC | History | Added to | 600 | 25 | 0.0% | 0.0% | 227 | +400 | 200.0% | Q4 2025 | Feb 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 617 | 25 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 579 | 24 | 0.0% | 0.0% | 230 | +54 | 10.29% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 588 | 24 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 500 | 24 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 570 | 23 | 0.0% | 0.0% | 232 | +45 | 8.57% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 543 | 22 | 0.01% | 0.01% | 233 | +11 | 2.07% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | Reduced | 511 | 21 | 0.0% | 0.0% | 234 | -103 | -16.78% | Q4 2025 | Feb 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 468 | 19 | 0.01% | 0.01% | 236 | -286 | -37.93% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 475 | 19 | 0.0% | 0.0% | 235 | -152 | -24.24% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 451 | 18 | 0.0% | 0.0% | 237 | +181 | 67.04% | Q4 2025 | Feb 06, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 437 | 18 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 414 | 17 | 0.0% | 0.0% | 240 | -30 | -6.76% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 429 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 400 | 16 | 0.01% | 0.01% | 241 | -4 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 380 | 15 | 0.01% | — | 242 | +380 | New | Q4 2025 | Feb 10, 2026 |
| Collier Financial | History | Reduced | 342 | 14 | 0.01% | 0.01% | 244 | -30 | -8.06% | Q4 2025 | Feb 12, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 350 | 14 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 300 | 12 | 0.0% | — | 246 | +300 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 306 | 12 | 0.0% | 0.0% | 248 | +6 | 2.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 309 | 12 | 0.0% | 0.0% | 247 | +4 | 1.31% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 304 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 300 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 280 | 11 | 0.0% | — | 250 | +280 | New | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | No change | 248 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BlackRock, Inc. | History | No change | 248 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 236 | 9 | 0.0% | — | 254 | +236 | New | Q4 2025 | Jan 22, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 217 | 9 | 0.0% | — | 256 | +217 | New | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 193 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 200 | 8 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 169 | 7 | 0.0% | 0.0% | 258 | +8 | 4.97% | Q4 2025 | Jan 29, 2026 |
| Pacifica Partners Inc. | History | Added to | 185 | 7 | 0.0% | 0.0% | 259 | +3 | 1.65% | Q4 2025 | Jan 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 151 | 6 | 0.0% | 0.0% | 260 | -11 | -6.79% | Q4 2025 | Jan 20, 2026 |
| Avion Wealth | History | No change | 144 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ORG Wealth Partners, LLC | History | No change | 152 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 135 | 5 | 0.0% | — | 266 | +135 | New | Q4 2025 | Feb 11, 2026 |
| POM Investment Strategies, LLC | History | Added to | 133 | 5 | 0.0% | 0.0% | 265 | +104 | 358.62% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 143 | 5 | 0.0% | 0.0% | 264 | +23 | 19.17% | Q4 2025 | Feb 17, 2026 |
| Founders Capital Management | History | No change | 132 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Breakwater Investment Management | History | No change | 138 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | Reduced | 105 | 4 | 0.0% | 0.01% | 272 | -284 | -73.01% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 115 | 4 | 0.0% | — | 271 | +115 | New | Q4 2025 | Jan 15, 2026 |
| Quaker Wealth Management, LLC | History | New | 104 | 4 | 0.0% | — | 269 | +104 | New | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 115 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 68 | 2 | 0.0% | — | 277 | +68 | New | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 55 | 2 | 0.0% | — | 281 | +55 | New | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | New | 51 | 2 | 0.0% | — | 280 | +51 | New | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | New | 49 | 2 | 0.0% | — | 278 | +49 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 49 | 2 | 0.0% | — | 274 | +44 | 880.0% | Q4 2025 | Jan 23, 2026 |
| Global Trust Asset Management, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 44 | 1 | 0.0% | — | 285 | +44 | New | Q4 2025 | Feb 06, 2026 |
| SOFI WEALTH, LLC | History | New | 41 | 1 | 0.0% | — | 286 | +41 | New | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 30 | 1 | 0.0% | — | 282 | +30 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 40 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -179,870 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -53,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,182 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,126 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,902 | -100.0% | Q3 2025 | Jan 13, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,655 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,338 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -9,239 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,294 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Bridge Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,976 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,830 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 20 | 0 | — | 0.0% | — | -5,597 | -99.64% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,768 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,747 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,076 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -565 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -244 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -49 | -98.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 17, 2025 |
| First Command Advisory Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CENTRAL TRUST Co | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |