iSHARES TRUST - IYE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,809,873 | 86,023 | 0.01% | 0.01% | 1 | -93,613 | -4.92% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,452,119 | 69,019 | 1.02% | 1.04% | 2 | +5,306 | 0.37% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 975,248 | 46,353 | 0.0% | 0.0% | 3 | -28,192 | -2.81% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 934,461 | 44,414 | 0.01% | 0.01% | 4 | -16,114 | -1.7% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 722,662 | 34,348 | 0.0% | 0.0% | 5 | +90,366 | 14.29% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 603,424 | 28,680 | 0.0% | 0.0% | 6 | +17,453 | 2.98% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 473,817 | 22,520 | 0.01% | 0.01% | 7 | -99,725 | -17.39% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 357,170 | 16,976 | 0.0% | — | 8 | +357,170 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 356,022 | 16,921 | 0.0% | 0.0% | 9 | -20,169 | -5.36% | Q4 2025 | Feb 17, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 300,000 | 14,259 | 2.8% | 2.79% | 10 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 244,460 | 11,619 | 0.03% | 0.03% | 11 | -21,712 | -8.16% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 169,554 | 8,058 | 0.06% | — | 12 | +169,554 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 153,227 | 7,282 | 5.29% | 5.21% | 13 | +15,818 | 11.51% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 152,159 | 7,232 | 0.0% | 0.0% | 14 | -36,197 | -19.22% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 140,487 | 6,677 | 0.01% | 0.01% | 15 | -4,081 | -2.82% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 125,765 | 5,977 | 0.01% | 0.01% | 16 | -13,492 | -9.69% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 115,371 | 5,487 | 0.01% | 0.01% | 17 | -8,709 | -7.02% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 105,704 | 5,024 | 0.12% | 0.12% | 18 | -1,126 | -1.05% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 103,707 | 4,929 | 0.01% | 0.01% | 19 | -10,556 | -9.24% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,481 | 4,585 | 0.0% | 0.0% | 20 | +11,104 | 13.01% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 88,374 | 4,200 | 0.25% | 0.2% | 21 | +7,283 | 8.98% | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 79,500 | 3,800 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 75,990 | 3,611 | 0.0% | 0.0% | 23 | -3,161 | -3.99% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 75,510 | 3,588 | 0.01% | 0.02% | 24 | -21,588 | -22.23% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 74,296 | 3,531 | 0.06% | 0.07% | 25 | -4,118 | -5.25% | Q4 2025 | Feb 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 65,924 | 3,133 | 1.42% | 1.43% | 26 | +3,421 | 5.47% | Q4 2025 | Jan 16, 2026 |
| Wealthstar Advisors, LLC | History | New | 53,494 | 2,542 | 1.12% | — | 27 | +53,494 | New | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,283 | 2,294 | 0.0% | 0.0% | 28 | +2,951 | 6.51% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 46,172 | 2,195 | 0.01% | 0.01% | 29 | +1,637 | 3.68% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 46,187 | 2,195 | 0.0% | 0.0% | 30 | +1,392 | 3.11% | Q4 2025 | Feb 06, 2026 |
| Artesa Financial Group, LLC | History | New | 46,025 | 2,187 | 2.25% | — | 31 | +46,025 | New | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 45,443 | 2,159 | 0.0% | 0.0% | 32 | -6,214 | -12.03% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 44,645 | 2,122 | 0.02% | — | 33 | +44,645 | New | Q4 2025 | Feb 18, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 44,513 | 2,115 | 0.26% | 0.25% | 34 | +1,903 | 4.47% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 43,123 | 2,049 | 0.07% | 0.08% | 35 | -2,142 | -4.73% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 68,308 | 1,919 | 0.0% | 0.0% | 36 | +13,253 | 24.07% | Q4 2025 | Mar 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40,255 | 1,913 | 0.01% | 0.01% | 37 | -2,797 | -6.5% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 39,802 | 1,891 | 0.01% | 0.01% | 38 | -1,077 | -2.63% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,968 | 1,804 | 0.0% | 0.0% | 39 | -7,973 | -17.35% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 37,390 | 1,777 | 0.13% | 0.13% | 40 | +266 | 0.72% | Q4 2025 | Feb 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 35,669 | 1,695 | 0.84% | 0.86% | 41 | -1,112 | -3.02% | Q4 2025 | Jan 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 34,737 | 1,651 | 0.0% | 0.01% | 42 | -6,170 | -15.08% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 33,674 | 1,600 | 0.0% | 0.0% | 43 | -332 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,130 | 1,575 | 0.0% | 0.0% | 44 | -2,853 | -7.93% | Q4 2025 | Feb 05, 2026 |
| Dentgroup LLC | History | Reduced | 30,452 | 1,447 | 0.99% | 0.97% | 45 | -1,291 | -4.07% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 29,893 | 1,420 | 0.0% | 0.0% | 46 | -670 | -2.19% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 29,438 | 1,399 | 0.02% | 0.03% | 47 | -6,236 | -17.48% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,038 | 1,332 | 0.0% | 0.0% | 48 | +1,011 | 3.74% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 28,006 | 1,331 | 0.0% | 0.0% | 49 | +9 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 27,845 | 1,324 | 0.87% | 0.88% | 50 | -1,226 | -4.22% | Q4 2025 | Jan 27, 2026 |
| Ballew Advisors, Inc | History | Reduced | 26,362 | 1,312 | 0.74% | 0.7% | 51 | -873 | -3.21% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,605 | 1,264 | 0.0% | 0.0% | 52 | -2,660 | -9.09% | Q4 2025 | Feb 18, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 9,669 | 1,246 | 0.22% | — | 53 | +9,669 | New | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,992 | 1,202 | 0.03% | 0.03% | 54 | -3,985 | -14.77% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,746 | 1,176 | 0.01% | 0.01% | 55 | -6,594 | -21.04% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 24,112 | 1,167 | 0.02% | 0.02% | 56 | -602 | -2.44% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,965 | 1,160 | 0.0% | 0.0% | 57 | +433 | 1.84% | Q4 2025 | Jan 08, 2026 |
| Csenge Advisory Group | History | Added to | 24,285 | 1,154 | 0.05% | 0.05% | 58 | +1,289 | 5.61% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,198 | 1,150 | 0.0% | 0.0% | 59 | +1,498 | 6.6% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 23,950 | 1,138 | 0.33% | 0.37% | 60 | -920 | -3.7% | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,837 | 1,132 | 0.02% | 0.03% | 61 | -262 | -1.09% | Q4 2025 | Feb 02, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 23,805 | 1,131 | 0.36% | — | 62 | +23,805 | New | Q4 2025 | Feb 11, 2026 |
| Allen Investment Management, LLC | History | New | 23,562 | 1,120 | 0.01% | — | 63 | +23,562 | New | Q4 2025 | Feb 10, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 23,409 | 1,112 | 0.04% | 0.05% | 64 | -600 | -2.5% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,316 | 1,108 | 0.01% | 0.01% | 65 | -11 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 22,271 | 1,058 | 0.0% | — | 67 | +22,271 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,262 | 1,058 | 0.0% | 0.01% | 66 | -14,719 | -39.8% | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 21,909 | 1,041 | 0.9% | — | 68 | +21,909 | New | Q4 2025 | Jan 08, 2026 |
| Wealth Management Partners, LLC | History | Added to | 21,654 | 1,029 | 0.29% | 0.32% | 69 | +578 | 2.74% | Q4 2025 | Jan 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 20,673 | 982 | 0.01% | 0.01% | 70 | -2,049 | -9.02% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 20,621 | 980 | 0.02% | 0.06% | 71 | -25,533 | -55.32% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 20,472 | 973 | 0.07% | 0.08% | 72 | -284 | -1.37% | Q4 2025 | Jan 20, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 20,200 | 960 | 0.68% | 0.71% | 73 | -389 | -1.89% | Q4 2025 | Jan 14, 2026 |
| KKM Financial LLC | History | No change | 19,268 | 915 | 0.16% | 0.29% | 74 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 18,794 | 893 | 0.08% | 0.07% | 75 | +2,775 | 17.32% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 18,105 | 860 | 0.0% | 0.0% | 76 | -484 | -2.6% | Q4 2025 | Mar 16, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 17,701 | 841 | 0.09% | 0.07% | 77 | +2,664 | 17.72% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,628 | 838 | 0.01% | 0.02% | 78 | -3,575 | -16.86% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 17,079 | 811 | 0.0% | — | 79 | +17,079 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 16,925 | 804 | 0.0% | 0.0% | 80 | -1,537 | -8.33% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 15,560 | 739 | 0.01% | — | 82 | +15,560 | New | Q4 2025 | Feb 18, 2026 |
| Ironwood Financial, llc | History | Reduced | 15,075 | 739 | 0.13% | 0.13% | 81 | -323 | -2.1% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,382 | 731 | 0.0% | 0.0% | 83 | +3,743 | 32.16% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 55,073 | 723 | 0.02% | 0.05% | 84 | -999 | -1.78% | Q4 2025 | Feb 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 15,141 | 719 | 0.09% | 0.09% | 85 | +1,504 | 11.03% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,282 | 678 | 0.04% | 0.03% | 86 | +1,913 | 15.47% | Q4 2025 | Jan 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,125 | 671 | 0.04% | 0.04% | 87 | +330 | 2.39% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 13,686 | 650 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Grove Bank & Trust | History | No change | 13,608 | 646 | 0.07% | 0.08% | 89 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,431 | 638 | 0.0% | 0.0% | 90 | +2,356 | 21.27% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,292 | 631 | 0.01% | 0.01% | 91 | +102 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,022 | 618 | 0.01% | 0.01% | 92 | +205 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 12,968 | 616 | 0.35% | 0.36% | 93 | -50 | -0.38% | Q4 2025 | Jan 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,704 | 603 | 0.04% | 0.04% | 94 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 12,215 | 580 | 0.02% | 0.03% | 95 | -10,499 | -46.22% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 10,434 | 563 | 0.07% | 0.06% | 96 | +193 | 1.88% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | Added to | 11,835 | 562 | 0.01% | 0.02% | 97 | +2,935 | 32.98% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,703 | 556 | 0.01% | 0.0% | 99 | +7,385 | 171.03% | Q4 2025 | Jan 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 11,700 | 556 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 11,667 | 554 | 0.43% | — | 100 | +11,667 | New | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,943 | 520 | 0.0% | 0.0% | 101 | -21,813 | -66.59% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,851 | 515 | 0.02% | 0.02% | 102 | +212 | 1.99% | Q4 2025 | Feb 03, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 10,700 | 508 | 0.05% | 0.05% | 103 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,506 | 499 | 0.01% | 0.01% | 104 | +51 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,894 | 470 | 0.0% | 0.0% | 105 | +669 | 7.25% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 9,876 | 469 | 0.0% | 0.0% | 106 | +5,552 | 128.4% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,857 | 468 | 0.01% | 0.01% | 107 | +6,222 | 171.17% | Q4 2025 | Feb 05, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 9,728 | 462 | 0.13% | 0.13% | 108 | -242 | -2.43% | Q4 2025 | Feb 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 9,667 | 459 | 0.01% | 0.01% | 109 | +38 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 8,200 | 457 | 0.26% | 0.16% | 110 | -2,039 | -19.91% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,282 | 441 | 0.0% | 0.0% | 111 | -1,548 | -14.29% | Q4 2025 | Feb 05, 2026 |
| CrossGen Wealth, LLC | History | New | 9,134 | 434 | 0.38% | — | 112 | +9,134 | New | Q4 2025 | Feb 19, 2026 |
| Simmons Bank | History | Added to | 9,116 | 433 | 0.03% | 0.03% | 113 | +51 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Vivaldi Capital Management LP | History | Added to | 8,974 | 426 | 0.06% | 0.06% | 114 | +285 | 3.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,894 | 422 | 0.0% | 0.0% | 115 | +362 | 4.24% | Q4 2025 | Feb 12, 2026 |
| Narwhal Capital Management | History | No change | 8,825 | 419 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Asset One Wealth Management LLC | History | New | 7,663 | 405 | 0.06% | — | 117 | +7,663 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 8,336 | 396 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 8,274 | 395 | 0.01% | — | 119 | +8,274 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,285 | 393 | 0.0% | 0.0% | 120 | +3,055 | 58.41% | Q4 2025 | Feb 17, 2026 |
| Concord Investment Counsel Inc. | History | No change | 8,173 | 388 | 0.13% | 0.12% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | No change | 8,146 | 387 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 8,065 | 383 | 0.0% | 0.01% | 123 | -4,074 | -33.56% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,013 | 380 | 0.0% | 0.0% | 124 | +4,725 | 143.7% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | No change | 7,996 | 380 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 7,759 | 368 | 0.04% | 0.04% | 126 | -297 | -3.69% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,675 | 364 | 0.01% | 0.01% | 127 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,619 | 362 | 0.02% | 0.03% | 128 | -1,989 | -20.7% | Q4 2025 | Feb 20, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 7,427 | 353 | 0.18% | 0.17% | 129 | +702 | 10.44% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 7,346 | 349 | 0.07% | 0.07% | 130 | -82 | -1.1% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,331 | 348 | 0.01% | 0.01% | 131 | -286 | -3.75% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Added to | 7,273 | 345 | 0.0% | 0.0% | 132 | +1,350 | 22.79% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,256 | 344 | 0.0% | 0.0% | 133 | -86 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 7,256 | 344 | 0.04% | 0.04% | 134 | -4 | -0.06% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 7,155 | 340 | 0.0% | 0.0% | 135 | +19 | 0.27% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 7,100 | 337 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,007 | 333 | 0.01% | 0.01% | 137 | +1,559 | 28.62% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 6,976 | 331 | 0.06% | 0.1% | 138 | -3,682 | -34.55% | Q4 2025 | Jan 06, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 6,950 | 330 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearwave Capital, LLC | History | New | 6,924 | 329 | 0.24% | — | 140 | +6,924 | New | Q4 2025 | Mar 02, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 6,920 | 328 | 0.26% | 0.27% | 141 | -43 | -0.62% | Q4 2025 | Jan 21, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 6,828 | 324 | 0.19% | 0.21% | 142 | -497 | -6.78% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,798 | 323 | 0.0% | 0.0% | 143 | +3 | 0.04% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,715 | 321 | 0.05% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 6,657 | 316 | 0.14% | 0.15% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,635 | 315 | 0.01% | — | 146 | +6,635 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,598 | 313 | 0.01% | 0.03% | 147 | -2,628 | -28.48% | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,001 | 312 | 0.01% | 0.01% | 148 | -426 | -6.63% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 6,550 | 311 | 0.0% | 0.0% | 149 | +1,135 | 20.96% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 6,540 | 311 | 0.0% | 0.0% | 150 | -125 | -1.88% | Q4 2025 | Feb 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 6,525 | 310 | 0.03% | 0.03% | 151 | +1,200 | 22.54% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Added to | 6,127 | 291 | 0.01% | 0.01% | 152 | +294 | 5.04% | Q4 2025 | Jan 30, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 6,089 | 289 | 0.02% | 0.02% | 153 | -1,350 | -18.15% | Q4 2025 | Jan 09, 2026 |
| EQ LLC | History | Reduced | 6,036 | 286 | 0.08% | 0.1% | 154 | -374 | -5.83% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 5,932 | 281 | 0.01% | 0.01% | 155 | +25 | 0.42% | Q4 2025 | Jan 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,888 | 279 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,845 | 277 | 0.0% | 0.01% | 158 | -169 | -2.81% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,840 | 277 | 0.0% | 0.0% | 157 | +48 | 0.83% | Q4 2025 | Jan 29, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 5,700 | 270 | 0.18% | — | 159 | +5,700 | New | Q4 2025 | Feb 03, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 5,670 | 269 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 5,315 | 264 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Next Capital Management LLC | History | No change | 5,500 | 261 | 0.08% | 0.09% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 5,500 | 261 | 0.1% | 0.11% | 163 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,278 | 250 | 0.0% | — | 164 | +5,278 | New | Q4 2025 | Feb 18, 2026 |
| Allegheny Financial Group | History | Reduced | 5,203 | 247 | 0.04% | 0.09% | 165 | -4,679 | -47.35% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,034 | 239 | 0.0% | 0.0% | 166 | +82 | 1.66% | Q4 2025 | Jan 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,000 | 237 | 0.0% | 0.01% | 167 | -800 | -13.79% | Q4 2025 | Feb 18, 2026 |
| Global Financial Private Client, LLC | History | No change | 4,968 | 236 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 4,925 | 234 | 0.01% | 0.01% | 169 | +1,100 | 28.76% | Q4 2025 | Feb 02, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 4,674 | 222 | 0.04% | 0.04% | 170 | -129 | -2.69% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,577 | 217 | 0.0% | 0.0% | 171 | +289 | 6.74% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 4,558 | 216 | 0.0% | — | 172 | +4,558 | New | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 4,458 | 211 | 0.06% | — | 173 | +4,458 | New | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 4,411 | 209 | 0.04% | 0.06% | 174 | -1,135 | -20.47% | Q4 2025 | Jan 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,393 | 208 | 0.0% | 0.0% | 175 | -373 | -7.83% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,376 | 207 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | New | 4,307 | 204 | 0.09% | — | 177 | +4,307 | New | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 4,256 | 202 | 0.0% | 0.0% | 178 | -3 | -0.07% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 4,186 | 198 | 0.01% | 0.01% | 179 | +26 | 0.63% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,551 | 168 | 0.0% | 0.0% | 180 | +5 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 3,050 | 144 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,012 | 143 | 0.0% | 0.0% | 182 | -682 | -18.46% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,667 | 126 | 0.11% | 0.12% | 183 | -6 | -0.22% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,490 | 118 | 0.0% | 0.01% | 184 | -1,362 | -35.36% | Q4 2025 | Jan 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 2,240 | 106 | 0.03% | 0.05% | 185 | -58 | -2.52% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,203 | 104 | 0.0% | 0.0% | 186 | -281 | -11.31% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,903 | 90 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,890 | 89 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,760 | 83 | 0.01% | 0.01% | 189 | +4 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,575 | 74 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | No change | 1,553 | 73 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,498 | 71 | 0.01% | 0.01% | 192 | +10 | 0.67% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,471 | 69 | 0.0% | 0.0% | 193 | +517 | 54.19% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,419 | 67 | 0.0% | 0.0% | 194 | -77 | -5.15% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,334 | 63 | 0.0% | — | 195 | +1,334 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,296 | 61 | 0.0% | — | 196 | +1,296 | New | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 1,266 | 60 | 0.0% | — | 197 | +1,266 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,259 | 59 | 0.0% | — | 198 | +1,259 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 1,229 | 58 | 0.01% | — | 199 | +1,229 | New | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,225 | 58 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,212 | 57 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,163 | 55 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,140 | 54 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,100 | 52 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 1,081 | 51 | 0.0% | 0.0% | 205 | +129 | 13.55% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,062 | 50 | 0.0% | 0.0% | 206 | +4 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,025 | 48 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 987 | 47 | 0.0% | 0.0% | 208 | +796 | 416.75% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 47 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 857 | 40 | 0.0% | 0.0% | 210 | +6 | 0.71% | Q4 2025 | Feb 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 849 | 40 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | No change | 48 | 39 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 700 | 33 | 0.0% | 0.0% | 213 | -108 | -13.37% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 692 | 32 | 0.01% | — | 214 | +692 | New | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 596 | 28 | 0.01% | 0.01% | 215 | +4 | 0.68% | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 535 | 25 | 0.01% | 0.01% | 216 | -205 | -27.7% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 507 | 24 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 505 | 24 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 23 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 468 | 22 | 0.0% | 0.03% | 221 | -10,039 | -95.55% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 480 | 22 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | No change | 434 | 21 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 457 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | No change | 450 | 21 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 432 | 20 | 0.01% | — | 227 | +432 | New | Q4 2025 | Feb 18, 2026 |
| Register Financial Advisors LLC | History | No change | 425 | 20 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 400 | 19 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | No change | 357 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 355 | 16 | 0.01% | — | 234 | +355 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 342 | 16 | 0.0% | 0.0% | 232 | -20 | -5.52% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 339 | 16 | 0.0% | 0.0% | 231 | +11 | 3.35% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 340 | 16 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Independence Bank of Kentucky | History | No change | 353 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 299 | 15 | 0.0% | 0.0% | 235 | -601 | -66.78% | Q4 2025 | Jan 21, 2026 |
| Reflection Asset Management | History | New | 291 | 14 | 0.01% | — | 238 | +291 | New | Q4 2025 | Mar 02, 2026 |
| North Star Investment Management Corp. | History | No change | 300 | 14 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 305 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 280 | 13 | 0.0% | 0.0% | 240 | +80 | 40.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 279 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 294 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| New Republic Capital, LLC | History | No change | 294 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 246 | 12 | 0.0% | 0.0% | 243 | -151 | -38.04% | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 203 | 9 | 0.0% | 0.0% | 245 | +2 | 1.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 210 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 209 | 9 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 175 | 8 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 151 | 7 | 0.0% | 0.0% | 249 | -17 | -10.12% | Q4 2025 | Jan 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 163 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 250 | -25 | -15.92% | Q4 2025 | Feb 26, 2026 |
| Founders Capital Management | History | Added to | 142 | 6 | 0.0% | 0.0% | 251 | +1 | 0.71% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 127 | 6 | 0.0% | 0.0% | 252 | +1 | 0.79% | Q4 2025 | Jan 08, 2026 |
| SouthState Bank Corp | History | No change | 115 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 90 | 4 | 0.0% | 0.0% | 257 | -110 | -55.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Counsel, Inc | History | New | 100 | 4 | 0.0% | — | 254 | +100 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 256 | +1 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 90 | 4 | 0.0% | 0.0% | 258 | +1 | 1.12% | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | New | 82 | 3 | 0.0% | — | 262 | +82 | New | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 69 | 3 | 0.0% | — | 263 | +69 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 69 | 3 | 0.0% | 0.0% | 261 | +9 | 15.0% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 74 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 38 | 2 | 0.0% | — | 265 | +38 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 56 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 40 | 1 | 0.0% | — | 266 | +40 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,593 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -58,672 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -28,410 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -19,874 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Politan Capital Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -19,599 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,767 | -100.0% | Q3 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,543 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,071 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Greenwich Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,662 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Summit Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,577 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,294 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,248 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.12% | — | -3,682 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,731 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,644 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TD Waterhouse Canada Inc. | History | Reduced | 1 | 0 | — | — | — | -19 | -95.0% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |