iSHARES TRUST - IXJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 14,207,405 | 1,383,801 | 0.02% | 0.02% | 1 | +247,035 | 1.77% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 8,032,598 | 782,375 | 0.27% | 0.24% | 2 | +592,677 | 7.97% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,420,212 | 235,728 | 0.02% | 0.01% | 3 | +24,159 | 1.01% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Added to | 2,124,780 | 206,953 | 2.24% | 1.3% | 4 | +925,500 | 77.17% | Q4 2025 | Feb 05, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,284,224 | 125,085 | 3.68% | 3.35% | 5 | -24,161 | -1.85% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 863,619 | 84,132 | 0.02% | 0.02% | 6 | -12,061 | -1.38% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 474,817 | 46,247 | 0.0% | 0.0% | 7 | -22,045 | -4.44% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 421,925 | 41,095 | 0.0% | 0.0% | 8 | -16,283 | -3.72% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 29,308 | 29,308 | 0.02% | — | 9 | +29,308 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 289,495 | 28,196 | 0.11% | 0.1% | 10 | -3,490 | -1.19% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 267,520 | 26,056 | 0.0% | 0.0% | 11 | +1,321 | 0.5% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 233,156 | 22,709 | 0.01% | 0.01% | 12 | -3,355 | -1.42% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 231,135 | 22,512 | 0.0% | 0.0% | 13 | +19,033 | 8.97% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 215,636 | 21,003 | 0.0% | — | 14 | +215,636 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,331 | 15,421 | 0.0% | 0.0% | 15 | +3,466 | 2.24% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | Added to | 146,798 | 14,303 | 1.04% | 1.06% | 16 | +54,516 | 59.08% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 146,572 | 14,276 | 0.0% | 0.0% | 17 | +4,174 | 2.93% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 134,311 | 13,081 | 0.01% | 0.01% | 18 | -3,249 | -2.36% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 106,947 | 10,416 | 0.01% | 0.01% | 19 | +17,344 | 19.36% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 106,073 | 10,331 | 0.0% | 0.0% | 20 | +2,285 | 2.2% | Q4 2025 | Feb 12, 2026 |
| Hamilton Wealth, LLC | History | Added to | 95,799 | 9,330 | 1.77% | 0.92% | 21 | +46,269 | 93.42% | Q4 2025 | Feb 19, 2026 |
| Royal Fund Management, LLC | History | New | 92,859 | 9,052 | 0.82% | — | 22 | +92,859 | New | Q4 2025 | Jan 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 87,002 | 8,473 | 0.22% | 0.19% | 23 | +17,686 | 25.52% | Q4 2025 | Feb 02, 2026 |
| Banco Santander, S.A. | History | New | 68,910 | 6,711 | 0.05% | — | 24 | +68,910 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,915 | 5,348 | 0.0% | 0.0% | 25 | -33,054 | -37.57% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 52,099 | 5,074 | 0.03% | 0.04% | 26 | -16,237 | -23.76% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Reduced | 50,728 | 4,940 | 1.39% | 1.36% | 27 | -4,367 | -7.93% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 48,826 | 4,755 | 0.0% | 0.0% | 28 | +12,926 | 36.01% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 46,143 | 4,494 | 0.0% | 0.0% | 29 | +7,319 | 18.85% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 45,737 | 4,454 | 0.07% | 0.06% | 30 | -1,368 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 44,600 | 4,344 | 0.01% | 0.01% | 31 | +6,900 | 18.3% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 43,845 | 4,270 | 0.0% | 0.0% | 33 | -9,170 | -17.3% | Q4 2025 | Mar 25, 2026 |
| CITIGROUP INC | History | Reduced | 43,850 | 4,270 | 0.0% | 0.0% | 32 | -6,013 | -12.06% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 42,309 | 4,120 | 0.02% | — | 34 | +42,309 | New | Q4 2025 | Feb 17, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 39,718 | 3,868 | 1.21% | 0.97% | 35 | +6,250 | 18.67% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,484 | 3,750 | 0.01% | 0.0% | 36 | +947 | 2.52% | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 365 | 3,748 | 0.07% | 0.05% | 37 | -3,383 | -90.26% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Reduced | 36,364 | 3,551 | 0.0% | 0.0% | 38 | -5,882 | -13.92% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,318 | 3,537 | 0.0% | 0.0% | 39 | -64,310 | -63.91% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 34,836 | 3,392 | 0.02% | 0.02% | 40 | +5,304 | 17.96% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,639 | 3,277 | 0.01% | 0.01% | 41 | -1,499 | -4.27% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 30,511 | 2,971 | 0.0% | 0.0% | 42 | -9,733 | -24.18% | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, LLC | History | New | 29,167 | 2,840 | 0.7% | — | 43 | +29,167 | New | Q4 2025 | Feb 17, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 27,450 | 2,673 | 0.55% | 0.6% | 44 | -3,232 | -10.53% | Q4 2025 | Jan 23, 2026 |
| Marex Group plc | History | New | 27,042 | 2,633 | 0.02% | — | 45 | +27,042 | New | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | New | 26,700 | 2,600 | 0.01% | — | 46 | +26,700 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,981 | 2,530 | 0.0% | 0.0% | 47 | -209 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,797 | 2,512 | 0.02% | 0.0% | 48 | +21,995 | 578.51% | Q4 2025 | Feb 18, 2026 |
| Rathbones Group PLC | History | Added to | 25,461 | 2,479 | 0.01% | 0.01% | 49 | +1,852 | 7.84% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,388 | 2,277 | 0.0% | 0.0% | 50 | +5,666 | 31.97% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,238 | 2,165 | 0.0% | 0.0% | 51 | -7,965 | -26.37% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,342 | 2,078 | 0.01% | 0.01% | 52 | +3,879 | 22.21% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 20,516 | 1,997 | 0.01% | 0.01% | 53 | +601 | 3.02% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 19,957 | 1,943 | 0.03% | — | 54 | +19,957 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 19,957 | 1,943 | 0.09% | 0.12% | 55 | +289 | 1.47% | Q4 2025 | Feb 12, 2026 |
| Marotta Asset Management | History | Reduced | 19,649 | 1,913 | 0.35% | 0.35% | 56 | -368 | -1.84% | Q4 2025 | Jan 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,239 | 1,873 | 0.04% | 0.04% | 57 | +388 | 2.06% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,006 | 1,851 | 0.01% | 0.01% | 58 | +1,546 | 8.85% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,954 | 1,846 | 0.0% | 0.0% | 59 | -422 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,207 | 1,773 | 0.0% | 0.01% | 60 | -2,521 | -12.16% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,860 | 1,739 | 0.01% | 0.01% | 61 | +1,069 | 6.37% | Q4 2025 | Feb 12, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 17,469 | 1,701 | 0.21% | — | 62 | +17,469 | New | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,639 | 1,620 | 0.0% | 0.0% | 63 | +16,279 | 4521.94% | Q4 2025 | Feb 11, 2026 |
| Invst, LLC | History | Reduced | 16,454 | 1,602 | 0.17% | 0.17% | 64 | -73 | -0.44% | Q4 2025 | Feb 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 16,275 | 1,585 | 0.22% | 0.25% | 65 | -1,896 | -10.43% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,989 | 1,557 | 0.03% | 0.0% | 66 | +13,631 | 578.07% | Q4 2025 | Feb 09, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 15,940 | 1,552 | 0.14% | 0.13% | 67 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,860 | 1,447 | 0.0% | 0.0% | 68 | +2,344 | 18.73% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 14,709 | 1,432 | 0.01% | — | 69 | +14,709 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,367 | 1,399 | 0.01% | 0.01% | 70 | -5,198 | -26.57% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 14,111 | 1,378 | 0.0% | 0.0% | 71 | +305 | 2.21% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,106 | 1,373 | 0.0% | 0.0% | 72 | +554 | 4.09% | Q4 2025 | Feb 18, 2026 |
| DECISION INVESTMENTS, INC | History | New | 13,850 | 1,348 | 1.48% | — | 73 | +13,850 | New | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | New | 13,149 | 1,280 | 0.93% | — | 74 | +13,149 | New | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,854 | 1,252 | 0.01% | 0.01% | 75 | +206 | 1.63% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 12,785 | 1,245 | 0.01% | 0.01% | 76 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,727 | 1,239 | 0.03% | 0.03% | 77 | -200 | -1.55% | Q4 2025 | Feb 17, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 12,675 | 1,234 | 0.14% | 0.12% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 12,639 | 1,231 | 0.87% | 0.79% | 79 | +174 | 1.4% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 12,628 | 1,229 | 0.04% | 0.04% | 80 | -531 | -4.04% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,572 | 1,224 | 0.0% | 0.0% | 81 | -1,539 | -10.91% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,484 | 1,215 | 0.0% | 0.0% | 82 | -97 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,257 | 1,193 | 0.0% | 0.0% | 83 | -421 | -3.32% | Q4 2025 | Mar 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,164 | 1,184 | 0.01% | 0.01% | 84 | +499 | 4.28% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,802 | 1,149 | 0.03% | 0.03% | 85 | +75 | 0.64% | Q4 2025 | Feb 17, 2026 |
| VIAWEALTH, LLC | History | New | 11,729 | 1,142 | 0.64% | — | 86 | +11,729 | New | Q4 2025 | Feb 10, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 11,703 | 1,139 | 0.27% | 0.26% | 87 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,002 | 1,071 | 0.01% | 0.01% | 88 | -1 | -0.01% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 10,360 | 1,009 | 0.0% | 0.0% | 89 | +295 | 2.93% | Q4 2025 | Jan 26, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 10,031 | 976 | 1.02% | 0.88% | 90 | +2 | 0.02% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,941 | 967 | 0.01% | 0.0% | 91 | +3,490 | 54.1% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,913 | 965 | 0.0% | 0.0% | 92 | +211 | 2.17% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,721 | 945 | 0.0% | 0.0% | 93 | +7,013 | 258.97% | Q4 2025 | Feb 17, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 9,045 | 880 | 0.35% | 0.33% | 94 | -14 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,947 | 871 | 0.03% | 0.03% | 95 | -103 | -1.14% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,637 | 841 | 0.0% | 0.0% | 96 | -425 | -4.69% | Q4 2025 | Feb 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 8,313 | 809 | 0.02% | 0.01% | 97 | +2,313 | 38.55% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 8,279 | 806 | 0.0% | 0.0% | 98 | +142 | 1.75% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,179 | 796 | 0.04% | 0.03% | 99 | +5 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,672 | 747 | 0.01% | 0.01% | 100 | -1,228 | -13.8% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,470 | 727 | 0.06% | 0.05% | 101 | +2 | 0.03% | Q4 2025 | Feb 26, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,238 | 704 | 0.0% | 0.0% | 102 | -8,518 | -54.06% | Q4 2025 | Feb 10, 2026 |
| ELCO Management Co., LLC | History | Reduced | 6,709 | 653 | 0.41% | 0.31% | 103 | -100 | -1.47% | Q4 2025 | Feb 04, 2026 |
| Engineers Gate Manager LP | History | Reduced | 6,504 | 633 | 0.01% | 0.01% | 104 | -4,244 | -39.49% | Q4 2025 | Feb 17, 2026 |
| Fosun International Ltd | History | New | 6,461 | 629 | 0.15% | — | 105 | +6,461 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,298 | 627 | 0.0% | 0.0% | 106 | +774 | 14.01% | Q4 2025 | Jan 08, 2026 |
| Sava Infond d.o.o. | History | Reduced | 6,430 | 626 | 0.08% | 0.1% | 108 | -1,830 | -22.15% | Q4 2025 | Jan 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 6,429 | 626 | 0.13% | 0.19% | 107 | -31 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,120 | 596 | 0.11% | 0.11% | 109 | -124 | -1.99% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,080 | 592 | 0.0% | 0.0% | 110 | -246 | -3.89% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | New | 6,062 | 590 | 0.0% | — | 111 | +6,062 | New | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,904 | 575 | 0.02% | 0.02% | 112 | -748 | -11.24% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,871 | 571 | 0.01% | 0.0% | 113 | +99 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 5,838 | 568 | 0.27% | 0.25% | 114 | -170 | -2.83% | Q4 2025 | Feb 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 5,805 | 565 | 0.32% | 0.31% | 115 | -149 | -2.5% | Q4 2025 | Jan 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,450 | 530 | 0.0% | 0.0% | 116 | -130 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,357 | 521 | 0.15% | 0.14% | 117 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,315 | 517 | 0.0% | 0.0% | 118 | +68 | 1.3% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 5,085 | 511 | 0.03% | 0.03% | 119 | -60 | -1.17% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 5,117 | 498 | 0.0% | 0.0% | 120 | +27 | 0.53% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,039 | 490 | 0.0% | 0.0% | 121 | -109 | -2.12% | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,913 | 478 | 0.01% | 0.01% | 122 | +751 | 18.04% | Q4 2025 | Feb 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 4,880 | 475 | 0.03% | 0.03% | 123 | +2 | 0.04% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,810 | 468 | 0.0% | 0.0% | 124 | +2,523 | 110.32% | Q4 2025 | Jan 28, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 4,790 | 466 | 0.01% | 0.01% | 125 | +17 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | No change | 4,670 | 454 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tepp RIA, LLC | History | Reduced | 4,646 | 452 | 0.45% | 0.8% | 127 | -3,267 | -41.29% | Q4 2025 | Feb 04, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 4,627 | 450 | 0.1% | 0.1% | 129 | -134 | -2.81% | Q4 2025 | Feb 09, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,630 | 450 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,349 | 423 | 0.0% | — | 130 | +4,349 | New | Q4 2025 | Feb 18, 2026 |
| East Coast Asset Management, LLC. | History | No change | 4,193 | 408 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,164 | 405 | 0.04% | 0.05% | 132 | -462 | -9.99% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,102 | 399 | 0.01% | 0.01% | 133 | +1,280 | 45.36% | Q4 2025 | Feb 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 4,039 | 393 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,015 | 391 | 0.0% | 0.0% | 135 | -507 | -11.21% | Q4 2025 | Mar 09, 2026 |
| Caprock Group, LLC | History | New | 4,014 | 390 | 0.01% | — | 136 | +4,014 | New | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 4,004 | 389 | 0.0% | 0.0% | 137 | -68 | -1.67% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,986 | 388 | 0.0% | 0.0% | 138 | -2,601 | -39.49% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 3,929 | 382 | 0.0% | 0.0% | 139 | +34 | 0.87% | Q4 2025 | Jan 16, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,900 | 379 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,873 | 377 | 0.01% | 0.01% | 141 | -368 | -8.68% | Q4 2025 | Feb 09, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,880 | 377 | 0.17% | 0.16% | 142 | -23 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | No change | 3,858 | 375 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,748 | 374 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,684 | 358 | 0.02% | 0.02% | 145 | -2 | -0.05% | Q4 2025 | Jan 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,616 | 352 | 0.0% | 0.0% | 146 | -244 | -6.32% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,571 | 347 | 0.02% | 0.01% | 147 | -184 | -4.9% | Q4 2025 | Jan 30, 2026 |
| SOL Capital Management CO | History | No change | 3,400 | 331 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Segment Wealth Management, LLC | History | New | 3,380 | 329 | 0.02% | — | 149 | +3,380 | New | Q4 2025 | Jan 29, 2026 |
| Cordatus Wealth Management LLC | History | No change | 3,338 | 325 | 0.08% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,329 | 324 | 0.1% | 0.1% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,295 | 320 | 0.12% | 0.14% | 152 | -860 | -20.7% | Q4 2025 | Feb 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,272 | 318 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,262 | 317 | 0.04% | 0.04% | 155 | -70 | -2.1% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 3,261 | 317 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | New | 3,220 | 313 | 0.01% | — | 156 | +3,220 | New | Q4 2025 | Feb 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 3,200 | 311 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 3,133 | 305 | 0.12% | 0.12% | 158 | -138 | -4.22% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,047 | 296 | 0.01% | 0.01% | 159 | +89 | 3.01% | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,975 | 289 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 2,967 | 288 | 0.13% | 0.1% | 161 | +21 | 0.71% | Q4 2025 | Jan 30, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 2,950 | 287 | 0.1% | 0.09% | 162 | +130 | 4.61% | Q4 2025 | Jan 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,806 | 273 | 0.06% | 0.06% | 163 | +16 | 0.57% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,760 | 268 | 0.01% | 0.01% | 164 | -105 | -3.66% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | New | 2,715 | 264 | 0.0% | — | 165 | +2,715 | New | Q4 2025 | Feb 13, 2026 |
| Veltria Advisors Corp. | History | No change | 2,627 | 260 | 1.13% | 1.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,653 | 258 | 0.0% | 0.0% | 167 | +1,095 | 70.28% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 2,895 | 256 | 0.0% | 0.0% | 168 | +10 | 0.35% | Q4 2025 | Feb 10, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 2,613 | 255 | 0.0% | — | 169 | +2,613 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,573 | 251 | 0.0% | 0.0% | 170 | +475 | 22.64% | Q4 2025 | Feb 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,535 | 246 | 0.04% | — | 172 | +2,535 | New | Q4 2025 | Feb 12, 2026 |
| Slow Capital, Inc. | History | Reduced | 2,534 | 246 | 0.03% | 0.03% | 171 | -305 | -10.74% | Q4 2025 | Jan 26, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,510 | 244 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,500 | 243 | 0.01% | — | 174 | +2,500 | New | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | Added to | 2,499 | 243 | 0.08% | 0.07% | 176 | +195 | 8.46% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | No change | 2,501 | 243 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Geneva Partners, LLC | History | New | 2,405 | 234 | 0.08% | — | 177 | +2,405 | New | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,397 | 233 | 0.0% | — | 178 | +2,397 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,385 | 232 | 0.0% | 0.0% | 179 | -100 | -4.02% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,349 | 228 | 0.0% | 0.0% | 180 | -956 | -28.93% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,324 | 226 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GFS Advisors, LLC | History | New | 2,250 | 219 | 0.03% | — | 183 | +2,250 | New | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 2,249 | 219 | 0.0% | — | 182 | +2,249 | New | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 2,239 | 218 | 0.04% | — | 184 | +2,239 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,238 | 217 | 0.01% | 0.01% | 185 | -674 | -23.15% | Q4 2025 | Feb 03, 2026 |
| SG Americas Securities, LLC | History | New | 2,217 | 216 | 0.0% | — | 186 | +2,217 | New | Q4 2025 | Jan 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,159 | 213 | 0.01% | 0.0% | 187 | +1,951 | 937.98% | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 2,172 | 211 | 0.08% | 0.08% | 188 | -307 | -12.38% | Q4 2025 | Feb 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | New | 2,153 | 209 | 0.02% | — | 189 | +2,153 | New | Q4 2025 | Feb 02, 2026 |
| Investmark Advisory Group LLC | History | New | 2,109 | 205 | 0.09% | — | 190 | +2,109 | New | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 2,094 | 203 | 0.01% | — | 191 | +2,094 | New | Q4 2025 | Jan 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 2,072 | 201 | 0.1% | — | 192 | +2,072 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | New | 2,054 | 200 | 0.0% | — | 193 | +2,054 | New | Q4 2025 | Mar 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 2,188 | 199 | 0.0% | 0.0% | 194 | +438 | 25.03% | Q4 2025 | Jan 05, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 194 | 0.03% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,894 | 184 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,680 | 163 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,667 | 162 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,625 | 158 | 0.0% | 0.0% | 199 | -71 | -4.19% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | Added to | 1,512 | 147 | 0.03% | 0.01% | 200 | +692 | 84.39% | Q4 2025 | Jan 30, 2026 |
| Breakwater Investment Management | History | No change | 1,478 | 143 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,431 | 139 | 0.0% | — | 202 | +1,431 | New | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | No change | 1,200 | 116 | 0.01% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,163 | 113 | 0.1% | 0.09% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,146 | 111 | 0.02% | — | 206 | +1,146 | New | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,142 | 111 | 0.0% | — | 205 | +1,142 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,135 | 110 | 0.0% | 0.0% | 207 | +4 | 0.35% | Q4 2025 | Feb 06, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,126 | 109 | 0.01% | — | 208 | +1,126 | New | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,117 | 108 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,107 | 107 | 0.0% | 0.0% | 210 | +4 | 0.36% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,088 | 105 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Titan Wealth (CI) Ltd | History | New | 945 | 91 | 0.03% | — | 212 | +945 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 899 | 87 | 0.01% | 0.01% | 213 | +28 | 3.21% | Q4 2025 | Jan 20, 2026 |
| Banque Cantonale Vaudoise | History | No change | 898 | 87 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 800 | 77 | 0.0% | — | 215 | +800 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 719 | 70 | 0.0% | 0.0% | 216 | +272 | 60.85% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Reduced | 725 | 70 | 0.02% | 0.02% | 217 | -232 | -24.24% | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 690 | 69 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 600 | 58 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 570 | 55 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 567 | 55 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 562 | 54 | 0.01% | — | 222 | +562 | New | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 508 | 49 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 495 | 48 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 484 | 47 | 0.0% | 0.0% | 225 | +127 | 35.57% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 450 | 43 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Counsel, Inc | History | New | 433 | 42 | 0.0% | — | 227 | +433 | New | Q4 2025 | Jan 23, 2026 |
| Paladin Advisory Group, LLC | History | No change | 420 | 40 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOM Asset Management Ltd | History | Added to | 407 | 39 | 0.01% | 0.01% | 229 | +110 | 37.04% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 364 | 35 | 0.0% | 0.0% | 231 | +57 | 18.57% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 363 | 35 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 34 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 348 | 33 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 346 | 33 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 338 | 32 | 0.0% | 0.0% | 235 | +2 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 315 | 30 | 0.0% | — | 237 | +315 | New | Q4 2025 | Feb 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 310 | 30 | 0.02% | — | 238 | +310 | New | Q4 2025 | Jan 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 315 | 30 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 303 | 29 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | New | 250 | 24 | 0.0% | — | 240 | +250 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 226 | 22 | 0.0% | 0.0% | 242 | +103 | 83.74% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 230 | 22 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 220 | 21 | 0.02% | — | 243 | +220 | New | Q4 2025 | Feb 06, 2026 |
| Sankala Group LLC | History | New | 200 | 20 | 0.02% | — | 245 | +200 | New | Q4 2025 | Mar 02, 2026 |
| Grove Bank & Trust | History | No change | 212 | 20 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | New | 202 | 19 | 0.0% | — | 247 | +202 | New | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | New | 198 | 19 | 0.0% | — | 246 | +198 | New | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 189 | 18 | 0.0% | 0.0% | 248 | +1 | 0.53% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 185 | 17 | 0.0% | — | 251 | +185 | New | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | New | 180 | 17 | 0.0% | — | 250 | +180 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 180 | 17 | 0.0% | 0.0% | 249 | +1 | 0.56% | Q4 2025 | Jan 30, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 170 | 16 | 0.0% | — | 252 | +170 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 150 | 14 | 0.0% | — | 254 | +150 | New | Q4 2025 | Feb 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 147 | 14 | 0.01% | — | 253 | +147 | New | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 133 | 12 | 0.0% | — | 256 | +133 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | New | 125 | 12 | 0.0% | — | 257 | +125 | New | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 124 | 12 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 115 | 11 | 0.0% | — | 259 | +115 | New | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 121 | 11 | 0.0% | 0.0% | 260 | +78 | 181.4% | Q4 2025 | Jan 29, 2026 |
| Anfield Capital Management, LLC | History | No change | 120 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 104 | 10 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 94 | 9 | 0.0% | — | 263 | +94 | New | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 89 | 8 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 75 | 7 | 0.0% | 0.0% | 266 | +36 | 92.31% | Q4 2025 | Jan 23, 2026 |
| Founders Capital Management | History | No change | 76 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CENTRAL TRUST Co | History | New | 62 | 6 | 0.0% | — | 268 | +62 | New | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 66 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 60 | 5 | 0.0% | 0.0% | 273 | -90 | -60.0% | Q4 2025 | Jan 28, 2026 |
| HHM Wealth Advisors, LLC | History | New | 61 | 5 | 0.0% | — | 272 | +61 | New | Q4 2025 | Jan 22, 2026 |
| Quaker Wealth Management, LLC | History | New | 55 | 5 | 0.0% | — | 270 | +55 | New | Q4 2025 | Jan 28, 2026 |
| Pflug Koory, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 58 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | Reduced | 48 | 4 | 0.0% | 0.0% | 276 | -80 | -62.5% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 44 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 30 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 285 | +12 | New | Q4 2025 | Jan 27, 2026 |
| Strive Financial Group ,LLC | History | New | 12 | 1 | 0.0% | — | 288 | +12 | New | Q4 2025 | Feb 18, 2026 |
| Frazier Financial Advisors, LLC | History | New | 11 | 1 | 0.0% | — | 287 | +11 | New | Q4 2025 | Feb 09, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115,760 | -100.0% | Q3 2025 | Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -52,069 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,805 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,646 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,597 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,504 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,842 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,809 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -452 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -130 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -118 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -80 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Graney & King, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |