iSHARES TRUST - IYC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PGIM Custom Harvest LLC | History | Reduced | 975,283 | 100,580 | 1.49% | 1.57% | 1 | -19,250 | -1.94% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 961,133 | 99,121 | 0.01% | 0.01% | 2 | -102,694 | -9.65% | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 939,199 | 96,860 | 0.84% | 1.73% | 3 | -897,919 | -48.88% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 885,366 | 91,307 | 0.01% | 0.01% | 4 | +18,733 | 2.16% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 605,098 | 62,403 | 0.05% | — | 5 | +605,098 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 551,396 | 56,865 | 0.01% | 0.01% | 6 | +5,396 | 0.99% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 414,848 | 42,783 | 0.1% | 0.1% | 7 | +45,959 | 12.46% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 366,512 | 37,798 | 0.01% | 0.01% | 8 | +7,706 | 2.15% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 273,892 | 28,247 | 0.0% | — | 9 | +273,892 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 216,307 | 22,307 | 0.01% | 0.01% | 10 | +3,811 | 1.79% | Q4 2025 | Feb 18, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 199,422 | 20,566 | 3.73% | 3.95% | 11 | +6,395 | 3.31% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 187,398 | 19,326 | 0.01% | 0.0% | 12 | +26,890 | 16.75% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 181,898 | 18,759 | 0.42% | 0.0% | 13 | +181,887 | 1653518.18% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 164,902 | 17,008 | 0.02% | 0.02% | 14 | +173 | 0.11% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 154,158 | 15,898 | 0.02% | 0.02% | 15 | -7,865 | -4.85% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 143,700 | 14,819 | 0.02% | 0.02% | 16 | +37,700 | 35.57% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 131,631 | 13,575 | 0.19% | 0.19% | 17 | +8,631 | 7.02% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 118,740 | 12,245 | 0.2% | 0.23% | 18 | -7,559 | -5.99% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 111,607 | 11,510 | 0.0% | 0.0% | 19 | -5,885 | -5.01% | Q4 2025 | Mar 25, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 106,471 | 10,980 | 4.82% | — | 20 | +106,471 | New | Q4 2025 | Mar 10, 2026 |
| Well Done, LLC | History | Added to | 71,104 | 7,332 | 1.1% | 1.11% | 21 | +8,894 | 14.3% | Q4 2025 | Jan 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 58,900 | 6,113 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 57,118 | 5,890 | 0.09% | 0.1% | 23 | +149 | 0.26% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,608 | 5,735 | 0.02% | 0.02% | 24 | -17,952 | -24.4% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 52,171 | 5,380 | 0.0% | 0.0% | 25 | +5,419 | 11.59% | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 52,031 | 5,366 | 1.38% | 1.37% | 26 | +2,312 | 4.65% | Q4 2025 | Jan 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 49,931 | 5,149 | 2.54% | 2.64% | 27 | -952 | -1.87% | Q4 2025 | Jan 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 48,285 | 4,979 | 0.03% | 0.04% | 28 | -4,623 | -8.74% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,165 | 4,864 | 0.0% | 0.0% | 29 | +2,544 | 5.7% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 44,873 | 4,627 | 0.27% | 0.16% | 30 | +8,997 | 25.08% | Q4 2025 | Jan 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 42,516 | 4,384 | 2.02% | 2.09% | 31 | -68 | -0.16% | Q4 2025 | Jan 28, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 41,692 | 4,299 | 1.51% | 0.03% | 32 | +41,097 | 6907.06% | Q4 2025 | Feb 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 40,819 | 4,209 | 1.32% | 1.19% | 33 | +6,231 | 18.01% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 38,743 | 3,995 | 0.0% | 0.0% | 34 | -2,026 | -4.97% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,551 | 3,975 | 0.0% | — | 35 | +38,551 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 38,450 | 3,965 | 0.06% | 0.05% | 36 | +7,938 | 26.02% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 38,254 | 3,945 | 0.0% | 0.0% | 37 | -5,932 | -13.43% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,902 | 3,908 | 0.01% | 0.01% | 38 | -23,573 | -38.35% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,577 | 3,772 | 0.0% | 0.0% | 39 | +34,598 | 1748.26% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 34,090 | 3,515 | 0.01% | 0.02% | 40 | +136 | 0.4% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,160 | 3,419 | 0.02% | 0.02% | 41 | -423 | -1.26% | Q4 2025 | Feb 12, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 32,441 | 3,345 | 2.71% | 2.79% | 42 | +7 | 0.02% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,540 | 3,253 | 0.01% | 0.01% | 43 | +1,375 | 4.56% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,969 | 3,193 | 0.0% | 0.0% | 44 | +3,297 | 11.91% | Q4 2025 | Feb 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 30,062 | 3,100 | 0.83% | 0.89% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,553 | 2,944 | 0.0% | 0.0% | 46 | -7,393 | -20.57% | Q4 2025 | Feb 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 26,899 | 2,774 | 1.98% | 1.89% | 47 | +2,078 | 8.37% | Q4 2025 | Jan 14, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 26,330 | 2,715 | 0.29% | 0.31% | 48 | -86 | -0.33% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 25,970 | 2,678 | 0.0% | — | 49 | +25,970 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,921 | 2,157 | 0.0% | 0.0% | 50 | +1,663 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 20,823 | 2,147 | 0.78% | 0.88% | 51 | -1,598 | -7.13% | Q4 2025 | Feb 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 20,309 | 2,094 | 0.21% | 0.19% | 52 | -981 | -4.61% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 18,889 | 1,948 | 0.07% | 0.07% | 53 | +274 | 1.47% | Q4 2025 | Jan 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 18,719 | 1,930 | 0.11% | 0.12% | 54 | -325 | -1.71% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 18,590 | 1,917 | 0.0% | 0.0% | 55 | -13,322 | -41.75% | Q4 2025 | Feb 13, 2026 |
| WealthCare Asset Management, LLC | History | New | 18,102 | 1,895 | 1.2% | — | 56 | +18,102 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,766 | 1,832 | 0.12% | 0.1% | 57 | +4,281 | 31.75% | Q4 2025 | Feb 20, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 16,393 | 1,690 | 0.58% | 0.6% | 58 | -858 | -4.97% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,332 | 1,684 | 0.0% | 0.0% | 59 | +5,966 | 57.55% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,327 | 1,580 | 0.03% | 0.04% | 60 | -694 | -4.33% | Q4 2025 | Feb 02, 2026 |
| Wagner Wealth Management, Corp | History | New | 14,583 | 1,503 | 1.48% | — | 61 | +14,583 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,531 | 1,498 | 0.0% | 0.0% | 62 | -11 | -0.08% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,438 | 1,489 | 0.03% | 0.04% | 63 | -1,161 | -7.44% | Q4 2025 | Feb 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 14,343 | 1,479 | 0.65% | 0.61% | 65 | +426 | 3.06% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,349 | 1,479 | 0.01% | 0.01% | 64 | -321 | -2.19% | Q4 2025 | Jan 12, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 14,305 | 1,475 | 0.59% | 0.67% | 66 | -458 | -3.1% | Q4 2025 | Jan 16, 2026 |
| SPINNAKER TRUST | History | No change | 13,928 | 1,436 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 13,300 | 1,371 | 0.0% | 0.0% | 68 | +43 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 13,025 | 1,343 | 0.0% | 0.0% | 69 | +2,691 | 26.04% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,479 | 1,286 | 0.0% | 0.0% | 70 | -332 | -2.59% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,331 | 1,272 | 0.0% | 0.0% | 71 | -2,716 | -18.05% | Q4 2025 | Mar 09, 2026 |
| AMG National Trust Bank | History | No change | 11,952 | 1,232 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 11,738 | 1,210 | 0.28% | 0.29% | 73 | +145 | 1.25% | Q4 2025 | Jan 23, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 11,387 | 1,174 | 0.94% | 0.97% | 74 | -131 | -1.14% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 11,302 | 1,165 | 0.01% | 0.01% | 75 | -20 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Simmons Bank | History | Reduced | 11,212 | 1,156 | 0.08% | 0.08% | 76 | -110 | -0.97% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,130 | 1,147 | 0.01% | 0.01% | 77 | +653 | 6.23% | Q4 2025 | Jan 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 11,111 | 1,145 | 0.26% | 0.29% | 78 | +159 | 1.45% | Q4 2025 | Feb 11, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 11,000 | 1,134 | 0.35% | 0.38% | 79 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,944 | 1,128 | 0.0% | 0.0% | 80 | +430 | 4.09% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,758 | 1,109 | 0.0% | — | 81 | +10,758 | New | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 10,697 | 1,103 | 0.22% | 0.21% | 82 | +871 | 8.86% | Q4 2025 | Jan 07, 2026 |
| KKM Financial LLC | History | Added to | 10,534 | 1,086 | 0.19% | 0.29% | 83 | +1,736 | 19.73% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 10,509 | 1,083 | 0.01% | 0.01% | 84 | +440 | 4.37% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,384 | 1,070 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,041 | 1,035 | 0.01% | 0.01% | 86 | -251 | -2.44% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 9,925 | 1,023 | 0.03% | — | 87 | +9,925 | New | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 9,609 | 1,006 | 0.14% | — | 88 | +9,609 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 9,085 | 936 | 0.01% | 0.01% | 90 | +2,405 | 36.0% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 9,076 | 936 | 0.01% | 0.02% | 89 | -333 | -3.54% | Q4 2025 | Jan 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 8,483 | 874 | 0.07% | 0.07% | 91 | -104 | -1.21% | Q4 2025 | Feb 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,457 | 872 | 0.02% | 0.02% | 92 | +645 | 8.26% | Q4 2025 | Jan 23, 2026 |
| Haverford Trust Co | History | No change | 8,370 | 863 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 8,305 | 856 | 0.63% | 0.49% | 94 | +1,991 | 31.53% | Q4 2025 | Feb 06, 2026 |
| Apeiron RIA LLC | History | Reduced | 7,853 | 822 | 0.17% | 0.21% | 95 | -1,070 | -11.99% | Q4 2025 | Feb 03, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 7,924 | 817 | 0.0% | 0.0% | 96 | +2,450 | 44.76% | Q4 2025 | Feb 13, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 7,682 | 792 | 0.63% | — | 97 | +7,682 | New | Q4 2025 | Feb 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 7,551 | 778 | 0.09% | 0.1% | 98 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 7,535 | 777 | 0.0% | 0.0% | 99 | -4 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 7,421 | 765 | 0.01% | 0.01% | 100 | -692 | -8.53% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,306 | 753 | 0.0% | 0.02% | 101 | -22,935 | -75.84% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,994 | 721 | 0.0% | 0.0% | 102 | +181 | 2.66% | Q4 2025 | Jan 26, 2026 |
| Tudor Financial Inc. | History | New | 6,710 | 691 | 0.35% | — | 103 | +6,710 | New | Q4 2025 | Feb 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,596 | 680 | 0.25% | 0.26% | 104 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 6,430 | 663 | 0.0% | 0.0% | 105 | -508 | -7.32% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,331 | 652 | 0.01% | 0.01% | 106 | +6 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Allen Investment Management, LLC | History | New | 6,263 | 645 | 0.01% | — | 107 | +6,263 | New | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 6,126 | 631 | 0.0% | 0.0% | 108 | +1,199 | 24.34% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,096 | 628 | 0.0% | — | 109 | +6,096 | New | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | No change | 6,001 | 618 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 5,975 | 616 | 0.03% | 0.03% | 111 | -16 | -0.27% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,858 | 604 | 0.03% | 0.03% | 112 | -622 | -9.6% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,800 | 598 | 0.01% | 0.01% | 113 | +1,978 | 51.75% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,520 | 579 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 5,584 | 575 | 0.1% | 0.11% | 115 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 5,500 | 567 | 0.09% | 0.1% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,478 | 565 | 0.03% | 0.03% | 117 | -1,222 | -18.24% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,446 | 561 | 0.01% | 0.01% | 118 | +3 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,407 | 558 | 0.0% | 0.0% | 119 | -154 | -2.77% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,340 | 550 | 0.02% | 0.02% | 120 | +511 | 10.58% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 5,285 | 545 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,254 | 541 | 0.0% | 0.0% | 122 | -2,252 | -30.0% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,220 | 538 | 0.0% | 0.0% | 123 | -402 | -7.15% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,218 | 538 | 0.01% | 0.01% | 124 | -6 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 5,068 | 522 | 0.07% | 0.08% | 125 | -320 | -5.94% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,932 | 508 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,909 | 506 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 4,854 | 500 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 4,820 | 497 | 0.01% | — | 129 | +4,820 | New | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,744 | 489 | 0.13% | 0.13% | 130 | -47 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Glenview Trust Co | History | Added to | 4,704 | 485 | 0.01% | 0.01% | 131 | +1,636 | 53.32% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,440 | 457 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,310 | 444 | 0.03% | 0.03% | 133 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Added to | 4,273 | 440 | 0.02% | 0.02% | 134 | +80 | 1.91% | Q4 2025 | Feb 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 4,260 | 439 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,249 | 438 | 0.0% | 0.0% | 136 | +1,397 | 48.98% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 4,196 | 433 | 0.04% | 0.04% | 137 | -677 | -13.89% | Q4 2025 | Feb 06, 2026 |
| Daybright Advisory Services, Inc. | History | New | 4,087 | 421 | 0.11% | — | 138 | +4,087 | New | Q4 2025 | Feb 12, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 4,000 | 413 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 4,000 | 412 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 3,978 | 410 | 0.21% | 0.23% | 141 | -259 | -6.11% | Q4 2025 | Jan 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 3,975 | 409 | 0.01% | — | 143 | +3,975 | New | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,974 | 409 | 0.0% | 0.0% | 142 | -1,511 | -27.55% | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,888 | 400 | 0.14% | 0.14% | 144 | +2 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 3,797 | 391 | 0.0% | — | 145 | +3,797 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,555 | 373 | 0.0% | 0.0% | 146 | +596 | 20.14% | Q4 2025 | Jan 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,617 | 372 | 0.0% | 0.0% | 147 | +3,317 | 1105.67% | Q4 2025 | Jan 27, 2026 |
| Dakota Wealth Management | History | No change | 3,604 | 371 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,584 | 369 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,575 | 368 | 0.0% | 0.0% | 150 | +1,069 | 42.66% | Q4 2025 | Mar 16, 2026 |
| Greenfield Savings Bank | History | No change | 3,512 | 362 | 0.15% | 0.16% | 151 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Developers, LLC | History | New | 3,459 | 356 | 0.32% | — | 153 | +3,459 | New | Q4 2025 | Jan 30, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 3,460 | 356 | 0.08% | 0.1% | 152 | -557 | -13.87% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,448 | 355 | 0.0% | — | 154 | +3,448 | New | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,377 | 348 | 0.01% | 0.01% | 155 | +244 | 7.79% | Q4 2025 | Jan 12, 2026 |
| Mosley Wealth Management | History | New | 3,283 | 339 | 0.16% | — | 156 | +3,283 | New | Q4 2025 | Feb 12, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 3,269 | 337 | 0.08% | 0.09% | 157 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 3,265 | 336 | 0.13% | 0.14% | 158 | +2 | 0.06% | Q4 2025 | Jan 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 3,235 | 333 | 0.1% | 0.1% | 159 | -10 | -0.31% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,200 | 330 | 0.0% | 0.0% | 160 | -1,500 | -31.91% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,165 | 326 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,001 | 317 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 2,992 | 308 | 0.0% | 0.0% | 163 | +37 | 1.25% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,918 | 300 | 0.0% | 0.0% | 164 | +50 | 1.74% | Q4 2025 | Feb 05, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 2,912 | 300 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,896 | 298 | 0.12% | 0.13% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,829 | 291 | 0.07% | 0.07% | 167 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,725 | 281 | 0.0% | 0.01% | 168 | +12 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | No change | 2,734 | 281 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,725 | 280 | 0.0% | 0.0% | 170 | -504 | -15.61% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 2,710 | 279 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,703 | 278 | 0.0% | 0.0% | 172 | -1,081 | -28.57% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | No change | 2,619 | 270 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 2,571 | 265 | 0.0% | 0.0% | 174 | +306 | 13.51% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | New | 2,541 | 262 | 0.0% | — | 175 | +2,541 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,526 | 260 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,520 | 259 | 0.08% | 0.08% | 177 | +2 | 0.08% | Q4 2025 | Jan 09, 2026 |
| Balance Wealth, LLC | History | New | 2,418 | 249 | 0.08% | — | 178 | +2,418 | New | Q4 2025 | Jan 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,400 | 247 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Argentarii, LLC | History | No change | 2,400 | 247 | 0.08% | 0.1% | 180 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | New | 2,364 | 243 | 0.0% | — | 181 | +2,364 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 2,338 | 241 | 0.01% | 0.01% | 182 | -237 | -9.2% | Q4 2025 | Jan 20, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,321 | 239 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Symphony Financial Services, Inc. | History | No change | 2,271 | 234 | 0.12% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,257 | 232 | 0.1% | 0.09% | 186 | +265 | 13.3% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 2,253 | 232 | 0.0% | 0.0% | 185 | +69 | 3.16% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,242 | 231 | 0.0% | 0.0% | 187 | -68 | -2.94% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 2,235 | 230 | 0.01% | — | 188 | +2,235 | New | Q4 2025 | Feb 17, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 2,235 | 230 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Chip Partners, LLC | History | Added to | 2,210 | 227 | 0.02% | 0.02% | 190 | +3 | 0.14% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,165 | 223 | 0.0% | 0.0% | 191 | -335 | -13.4% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,128 | 219 | 0.0% | 0.0% | 192 | -828 | -28.01% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,124 | 219 | 0.0% | 0.01% | 193 | -153 | -6.72% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,124 | 219 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 2,119 | 218 | 0.1% | 0.12% | 195 | -325 | -13.3% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | No change | 2,105 | 217 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 2,073 | 213 | 0.1% | 0.11% | 197 | -35 | -1.66% | Q4 2025 | Feb 06, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 2,056 | 212 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,000 | 206 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WJ Wealth Management, LLC | History | No change | 1,940 | 200 | 0.09% | 0.09% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,936 | 199 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,660 | 171 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,454 | 154 | 0.01% | 0.0% | 203 | +1,404 | 2808.0% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,324 | 136 | 0.0% | 0.0% | 204 | +32 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,253 | 129 | 0.01% | 0.01% | 205 | -9 | -0.71% | Q4 2025 | Jan 21, 2026 |
| Sage Mountain Advisors LLC | History | New | 1,240 | 127 | 0.01% | — | 206 | +1,240 | New | Q4 2025 | Jan 23, 2026 |
| Front Row Advisors LLC | History | No change | 1,160 | 119 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,096 | 113 | 0.01% | 0.0% | 208 | +400 | 57.47% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,000 | 103 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Westfuller Advisors, LLC | History | Added to | 992 | 102 | 0.04% | 0.05% | 210 | +1 | 0.1% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 960 | 99 | 0.0% | 0.0% | 211 | +785 | 448.57% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 928 | 95 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 883 | 91 | 0.0% | 0.0% | 213 | +855 | 3053.57% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 884 | 91 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 864 | 89 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Perspectives, Inc | History | No change | 760 | 78 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 707 | 72 | 0.0% | 0.08% | 217 | -12,756 | -94.75% | Q4 2025 | Jan 20, 2026 |
| KBC Group NV | History | New | 700 | 72 | 0.0% | — | 218 | +700 | New | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 661 | 68 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 655 | 67 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 580 | 59 | 0.01% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Reflection Asset Management | History | New | 537 | 55 | 0.04% | — | 222 | +537 | New | Q4 2025 | Mar 02, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 498 | 51 | 0.01% | 0.01% | 223 | +1 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 436 | 44 | 0.01% | — | 224 | +436 | New | Q4 2025 | Feb 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 400 | 41 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 400 | 41 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 350 | 36 | 0.02% | — | 228 | +350 | New | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 352 | 36 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | No change | 348 | 35 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SouthState Bank Corp | History | Reduced | 291 | 30 | 0.0% | 0.0% | 230 | -29 | -9.06% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 30 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 266 | 27 | 0.0% | 0.0% | 232 | -136 | -33.83% | Q4 2025 | Jan 16, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 260 | 26 | 0.01% | — | 234 | +260 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 255 | 26 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 218 | 22 | 0.01% | — | 236 | +218 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 222 | 22 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 200 | 20 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 190 | 19 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 158 | 16 | 0.0% | 0.01% | 240 | -396 | -71.48% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 155 | 15 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Advocates LLC | History | No change | 149 | 15 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pflug Koory, LLC | History | No change | 136 | 14 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 143 | 14 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 135 | 13 | 0.0% | 0.0% | 246 | -37 | -21.51% | Q4 2025 | Jan 21, 2026 |
| Ankerstar Wealth, LLC | History | New | 110 | 11 | 0.01% | — | 247 | +110 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | New | 100 | 10 | 0.0% | — | 248 | +100 | New | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 88 | 9 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 81 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 72 | 7 | 0.0% | — | 254 | +72 | New | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 70 | 7 | 0.01% | — | 255 | +70 | New | Q4 2025 | Feb 10, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 70 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Branch Capital LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 68 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 63 | 6 | 0.0% | 0.13% | 257 | -19,537 | -99.68% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 67 | 6 | 0.0% | 0.0% | 256 | -23 | -25.56% | Q4 2025 | Jan 08, 2026 |
| Piscataqua Savings Bank | History | No change | 40 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -83,169 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -72,283 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42,917 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -31,924 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -23,733 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.8% | — | -22,385 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,184 | -100.0% | Q3 2025 | Feb 18, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -16,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 0.28% | — | -12,578 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Yeomans Consulting Group, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -11,597 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,910 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.09% | — | -8,939 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -7,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,554 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,593 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,149 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ADELL HARRIMAN & CARPENTER INC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ALLSTATE CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,850 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,776 | -100.0% | Q3 2025 | Oct 15, 2025 |
| AMJ Financial Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -3,280 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,788 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,442 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,315 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,241 | -100.0% | Q3 2025 | Dec 22, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,196 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Essential Planning, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,160 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,932 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -978 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -471 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |