iSHARES TRUST - IYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | History | Added to | 1,449,021 | 133,672 | 2.2% | 2.26% | 1 | +10,089 | 0.7% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,329,086 | 122,608 | 0.04% | 0.03% | 2 | +5,463 | 0.41% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,079,849 | 99,616 | 0.01% | 0.01% | 3 | +4,054 | 0.38% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,031,721 | 95,176 | 0.01% | 0.0% | 4 | +723,555 | 234.79% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,021,757 | 94,257 | 0.01% | 0.01% | 5 | -29,259 | -2.78% | Q4 2025 | Mar 25, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 603,090 | 55,635 | 0.92% | — | 6 | +603,090 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 576,423 | 53,175 | 0.97% | — | 7 | +576,423 | New | Q4 2025 | Jan 07, 2026 |
| Dynasty Wealth Management, LLC | History | New | 532,080 | 49,084 | 0.48% | — | 8 | +532,080 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 479,941 | 44,274 | 0.01% | 0.01% | 9 | +24,452 | 5.37% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 475,540 | 43,868 | 0.0% | 0.0% | 10 | -26,586 | -5.29% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 449,860 | 41,499 | 0.01% | 0.01% | 11 | -30,747 | -6.4% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 443,794 | 40,940 | 0.01% | — | 12 | +443,794 | New | Q4 2025 | Feb 17, 2026 |
| Kozak & Associates, Inc. | History | Added to | 420,525 | 39,663 | 7.66% | 7.06% | 13 | +2,792 | 0.67% | Q4 2025 | Jan 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 416,568 | 38,428 | 1.6% | 1.56% | 14 | +11,741 | 2.9% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 354,927 | 32,742 | 0.01% | 0.01% | 15 | -29,375 | -7.64% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 295,907 | 27,297 | 0.4% | 0.41% | 16 | -4,855 | -1.61% | Q4 2025 | Feb 17, 2026 |
| Circle Wealth Management, LLC | History | No change | 294,600 | 27,176 | 0.42% | 0.51% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 253,715 | 23,405 | 0.06% | 0.06% | 18 | +17,569 | 7.44% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 227,801 | 21,011 | 0.0% | 0.0% | 19 | +39,648 | 21.07% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 204,367 | 18,853 | 0.04% | 0.04% | 20 | -5,367 | -2.56% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 178,608 | 16,476 | 0.08% | 0.08% | 21 | +7,380 | 4.31% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 169,342 | 15,621 | 0.03% | 0.03% | 22 | +7,192 | 4.44% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 166,669 | 15,375 | 0.01% | 0.01% | 23 | +5,130 | 3.18% | Q4 2025 | Feb 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 150,941 | 13,924 | 0.22% | 0.22% | 24 | -2,410 | -1.57% | Q4 2025 | Jan 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 148,034 | 13,656 | 1.83% | 2.0% | 25 | +9,310 | 6.71% | Q4 2025 | Feb 17, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 122,417 | 11,293 | 1.63% | 1.53% | 26 | +6,358 | 5.48% | Q4 2025 | Jan 28, 2026 |
| SAM Advisors, LLC | History | Reduced | 113,453 | 10,466 | 3.31% | 3.34% | 27 | -2,069 | -1.79% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 112,497 | 10,377 | 0.0% | 0.0% | 28 | -3,144 | -2.72% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 102,820 | 9,484 | 0.01% | 0.01% | 29 | -1,705 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 93,130 | 8,591 | 0.54% | 0.54% | 30 | -2,883 | -3.0% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 80,632 | 7,438 | 0.05% | 0.04% | 31 | +27,134 | 50.72% | Q4 2025 | Feb 18, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 72,600 | 6,697 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 71,802 | 6,622 | 0.03% | 0.03% | 33 | -881 | -1.21% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 65,969 | 6,085 | 0.02% | 0.02% | 34 | +410 | 0.63% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 65,795 | 6,069 | 0.01% | 0.01% | 35 | -175 | -0.27% | Q4 2025 | Feb 02, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 64,529 | 5,952 | 2.75% | 2.75% | 36 | -826 | -1.26% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 64,259 | 5,928 | 0.01% | 0.01% | 37 | -1,489 | -2.26% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 62,262 | 5,743 | 0.14% | 0.1% | 38 | +1,325 | 2.17% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | New | 59,817 | 5,518 | 0.77% | — | 39 | +59,817 | New | Q4 2025 | Jan 06, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 50,796 | 4,685 | 1.7% | — | 40 | +50,796 | New | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,113 | 4,530 | 0.0% | 0.01% | 41 | -344 | -0.7% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 48,848 | 4,506 | 0.05% | — | 42 | +48,848 | New | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 48,845 | 4,505 | 0.0% | 0.01% | 43 | -1,136 | -2.27% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 47,307 | 4,364 | 0.02% | 0.02% | 44 | -2,349 | -4.73% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,173 | 4,351 | 0.11% | 0.1% | 45 | +1,508 | 3.3% | Q4 2025 | Feb 17, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 46,224 | 4,264 | 1.73% | 1.7% | 46 | +688 | 1.51% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,203 | 3,800 | 0.0% | 0.0% | 47 | +5,185 | 14.4% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,982 | 3,596 | 0.0% | 0.0% | 48 | +364 | 0.94% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,123 | 2,963 | 0.0% | 0.0% | 49 | -70 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 32,094 | 2,960 | 0.02% | 0.03% | 50 | -320 | -0.99% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 31,879 | 2,940 | 0.0% | 0.0% | 51 | +2,540 | 8.66% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 31,662 | 2,920 | 0.0% | 0.0% | 52 | +30,012 | 1818.91% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 31,426 | 2,899 | 0.17% | 0.19% | 53 | +72 | 0.23% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,947 | 2,670 | 0.04% | 0.04% | 54 | +796 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 25,588 | 2,360 | 0.0% | 0.0% | 55 | -78 | -0.3% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 24,884 | 2,295 | 0.15% | 0.14% | 56 | +2,091 | 9.17% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,969 | 2,211 | 0.0% | 0.0% | 57 | +499 | 2.13% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 22,922 | 2,114 | 0.01% | 0.01% | 58 | -4,494 | -16.39% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 22,831 | 2,106 | 0.0% | 0.0% | 59 | +786 | 3.57% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 22,539 | 2,079 | 0.07% | 0.07% | 60 | +420 | 1.9% | Q4 2025 | Jan 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 21,226 | 1,958 | 0.11% | 0.12% | 61 | -750 | -3.41% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 20,333 | 1,875 | 0.12% | 0.13% | 62 | -777 | -3.68% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,797 | 1,826 | 0.04% | 0.05% | 63 | -660 | -3.23% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,259 | 1,684 | 0.02% | 0.02% | 64 | -100 | -0.54% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,146 | 1,581 | 0.01% | 0.01% | 65 | +441 | 2.64% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,557 | 1,527 | 0.0% | 0.0% | 66 | +893 | 5.7% | Q4 2025 | Feb 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,292 | 1,502 | 0.16% | 0.16% | 67 | -65 | -0.4% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 16,107 | 1,485 | 0.0% | 0.0% | 68 | +476 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,960 | 1,472 | 0.02% | — | 69 | +15,960 | New | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,912 | 1,467 | 0.01% | 0.01% | 70 | -2,399 | -13.1% | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 15,069 | 1,381 | 0.71% | 0.7% | 71 | +1,048 | 7.47% | Q4 2025 | Jan 29, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 14,385 | 1,327 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | No change | 14,111 | 1,302 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 13,564 | 1,251 | 0.01% | 0.0% | 74 | +8,601 | 173.3% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,104 | 1,208 | 0.0% | 0.0% | 75 | -246 | -1.84% | Q4 2025 | Feb 13, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 12,886 | 1,188 | 0.85% | 0.82% | 76 | +396 | 3.17% | Q4 2025 | Jan 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 12,760 | 1,177 | 0.06% | — | 77 | +12,760 | New | Q4 2025 | Jan 07, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 12,720 | 1,173 | 0.52% | 0.46% | 78 | +614 | 5.07% | Q4 2025 | Feb 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 12,014 | 1,108 | 0.43% | 0.44% | 79 | -36 | -0.3% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,095 | 1,060 | 0.0% | 0.0% | 80 | -231 | -2.04% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,034 | 1,017 | 0.0% | 0.0% | 81 | -276 | -2.44% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,019 | 1,016 | 0.01% | 0.0% | 82 | +7,980 | 262.59% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 10,972 | 1,012 | 0.03% | — | 83 | +10,972 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | No change | 10,554 | 973 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brendel Financial Advisors LLC | History | New | 10,293 | 949 | 0.47% | — | 85 | +10,293 | New | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 10,077 | 929 | 0.01% | 0.01% | 86 | -1,251 | -11.04% | Q4 2025 | Feb 10, 2026 |
| Sequent Planning LLC | History | Added to | 9,776 | 901 | 0.23% | 0.19% | 87 | +2,156 | 28.29% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 9,523 | 878 | 0.0% | 0.0% | 88 | -545 | -5.41% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,431 | 870 | 0.01% | 0.01% | 89 | -25 | -0.26% | Q4 2025 | Feb 02, 2026 |
| AMG National Trust Bank | History | Added to | 9,201 | 848 | 0.02% | 0.02% | 90 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,146 | 843 | 0.0% | 0.0% | 91 | +929 | 11.31% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Added to | 9,070 | 836 | 0.06% | 0.06% | 92 | +98 | 1.09% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,898 | 820 | 0.0% | 0.0% | 93 | +35 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,558 | 789 | 0.0% | 0.0% | 94 | +1,630 | 23.53% | Q4 2025 | Mar 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,330 | 768 | 0.0% | 0.0% | 95 | -70 | -0.83% | Q4 2025 | Jan 29, 2026 |
| Mosley Wealth Management | History | New | 8,630 | 764 | 0.35% | — | 96 | +8,630 | New | Q4 2025 | Feb 12, 2026 |
| Cordatus Wealth Management LLC | History | No change | 8,256 | 761 | 0.18% | 0.17% | 97 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,240 | 760 | 0.0% | 0.0% | 98 | -153 | -1.82% | Q4 2025 | Feb 18, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 7,356 | 678 | 0.11% | 0.12% | 99 | -82 | -1.1% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 7,036 | 649 | 0.55% | 0.53% | 100 | +392 | 5.9% | Q4 2025 | Jan 26, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 6,976 | 643 | 0.51% | 0.51% | 101 | -67 | -0.95% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 6,947 | 640 | 0.0% | 0.0% | 102 | +695 | 11.12% | Q4 2025 | Feb 11, 2026 |
| BANK HAPOALIM BM | History | Reduced | 6,932 | 639 | 0.06% | 0.08% | 103 | -303 | -4.19% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Reduced | 6,942 | 626 | 0.07% | 0.08% | 104 | -381 | -5.2% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Added to | 6,743 | 622 | 0.03% | 0.02% | 105 | +1,866 | 38.26% | Q4 2025 | Feb 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,672 | 602 | 0.13% | 0.13% | 106 | +4 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 6,344 | 585 | 0.0% | 0.0% | 107 | +293 | 4.84% | Q4 2025 | Feb 13, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 6,301 | 581 | 0.18% | 0.18% | 108 | +686 | 12.22% | Q4 2025 | Feb 10, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 6,231 | 574 | 0.16% | 0.23% | 109 | -5,697 | -47.76% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,203 | 572 | 0.0% | 0.0% | 111 | -355 | -5.41% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | No change | 6,207 | 572 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 6,199 | 571 | 0.24% | 0.24% | 112 | +17 | 0.27% | Q4 2025 | Jan 28, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,873 | 541 | 0.19% | 0.22% | 113 | -515 | -8.06% | Q4 2025 | Feb 17, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,863 | 540 | 0.55% | 0.54% | 114 | +2 | 0.03% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,757 | 531 | 0.01% | 0.5% | 115 | -380,060 | -98.51% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,400 | 498 | 0.0% | 0.0% | 116 | -200 | -3.57% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,389 | 497 | 0.01% | 0.01% | 117 | -605 | -10.09% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,115 | 471 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 4,941 | 455 | 0.05% | 0.04% | 119 | +332 | 7.2% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,916 | 453 | 0.0% | 0.0% | 120 | +1,845 | 60.08% | Q4 2025 | Feb 17, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 4,714 | 434 | 0.23% | 0.27% | 121 | -480 | -9.24% | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,657 | 429 | 0.02% | 0.02% | 122 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Wagner Wealth Management, Corp | History | New | 4,629 | 427 | 0.42% | — | 123 | +4,629 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,598 | 424 | 0.0% | 0.0% | 124 | +479 | 11.63% | Q4 2025 | Jan 29, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,570 | 421 | 0.16% | 0.16% | 125 | +10 | 0.22% | Q4 2025 | Jan 21, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,545 | 419 | 0.03% | 0.03% | 126 | +931 | 25.76% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,475 | 412 | 0.02% | 0.19% | 127 | -33,392 | -88.18% | Q4 2025 | Jan 20, 2026 |
| KKM Financial LLC | History | New | 4,153 | 383 | 0.07% | — | 128 | +4,153 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,098 | 378 | 0.0% | 0.0% | 129 | +21 | 0.52% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Added to | 3,973 | 366 | 0.01% | 0.0% | 131 | +3,643 | 1103.94% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,967 | 366 | 0.02% | 0.02% | 130 | +6 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,963 | 365 | 0.03% | 0.04% | 132 | -2,070 | -34.31% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,898 | 360 | 0.01% | 0.01% | 133 | -465 | -10.66% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,866 | 357 | 0.0% | 0.0% | 134 | -1,132 | -22.65% | Q4 2025 | Jan 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,806 | 350 | 0.01% | 0.01% | 135 | -28 | -0.73% | Q4 2025 | Feb 09, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 3,687 | 340 | 0.14% | 0.14% | 136 | +3 | 0.08% | Q4 2025 | Jan 22, 2026 |
| COMMERCE BANK | History | Reduced | 3,580 | 330 | 0.0% | 0.0% | 137 | -187 | -4.96% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,519 | 324 | 0.0% | 0.0% | 138 | +26 | 0.74% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,507 | 323 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,531 | 316 | 0.01% | 0.01% | 140 | +15 | 0.43% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,369 | 310 | 0.01% | — | 141 | +3,369 | New | Q4 2025 | Feb 09, 2026 |
| Athena Investment Management | History | No change | 3,345 | 308 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 3,313 | 305 | 0.07% | — | 143 | +3,313 | New | Q4 2025 | Jan 14, 2026 |
| Argos Wealth Advisors, LLC | History | New | 3,246 | 299 | 0.08% | — | 145 | +3,246 | New | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | No change | 3,336 | 299 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 3,216 | 296 | 0.02% | — | 147 | +3,216 | New | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 3,213 | 296 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | No change | 3,213 | 296 | 0.09% | 0.1% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,194 | 294 | 0.0% | 0.0% | 149 | +1,951 | 156.96% | Q4 2025 | Feb 17, 2026 |
| Wealth Forward, LLC | History | No change | 3,165 | 291 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Added to | 3,121 | 287 | 0.01% | 0.01% | 151 | +434 | 16.15% | Q4 2025 | Jan 30, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 278 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,001 | 276 | 0.03% | 0.03% | 153 | -304 | -9.2% | Q4 2025 | Jan 08, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,964 | 273 | 0.05% | 0.06% | 154 | -204 | -6.44% | Q4 2025 | Jan 30, 2026 |
| Black Diamond Financial, LLC | History | No change | 2,931 | 270 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,928 | 270 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,875 | 265 | 0.02% | 0.02% | 159 | +100 | 3.6% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,881 | 265 | 0.0% | 0.0% | 157 | +50 | 1.77% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,875 | 265 | 0.01% | 0.01% | 158 | +34 | 1.2% | Q4 2025 | Jan 21, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 2,860 | 263 | 0.11% | 0.12% | 160 | +6 | 0.21% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,848 | 262 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | No change | 2,800 | 258 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pointe Capital Management LLC | History | Added to | 2,786 | 257 | 0.13% | 0.11% | 163 | +200 | 7.73% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,774 | 255 | 0.01% | 0.0% | 164 | +2,251 | 430.4% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,732 | 252 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 2,693 | 248 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,644 | 244 | 0.01% | 0.01% | 167 | +4 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 1,620 | 239 | 0.04% | — | 169 | +1,620 | New | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,598 | 239 | 0.0% | 0.0% | 168 | +590 | 29.38% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,577 | 237 | 0.0% | 0.0% | 170 | +54 | 2.14% | Q4 2025 | Jan 12, 2026 |
| Quotient Wealth Partners, LLC | History | New | 2,486 | 229 | 0.01% | — | 171 | +2,486 | New | Q4 2025 | Jan 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,448 | 225 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,404 | 221 | 0.01% | 0.01% | 174 | -2 | -0.08% | Q4 2025 | Feb 10, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 2,400 | 221 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 2,400 | 221 | 0.13% | 0.13% | 175 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,379 | 219 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,346 | 216 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 2,330 | 214 | 0.0% | 0.0% | 178 | +423 | 22.18% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 2,306 | 212 | 0.0% | 0.01% | 179 | -1,632 | -41.44% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,282 | 210 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,271 | 209 | 0.0% | 0.0% | 181 | +2 | 0.09% | Q4 2025 | Feb 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 2,240 | 206 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 2,220 | 204 | 0.06% | — | 183 | +2,220 | New | Q4 2025 | Feb 05, 2026 |
| Samalin Investment Counsel, LLC | History | New | 2,192 | 202 | 0.07% | — | 184 | +2,192 | New | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,990 | 183 | 0.01% | 0.01% | 185 | +625 | 45.79% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,775 | 163 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1,746 | 161 | 0.0% | — | 188 | +1,746 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,756 | 161 | 0.0% | 0.0% | 187 | +150 | 9.34% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,577 | 145 | 0.0% | 0.0% | 189 | +274 | 21.03% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,563 | 144 | 0.01% | 0.01% | 190 | -29 | -1.82% | Q4 2025 | Feb 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,477 | 136 | 0.0% | 0.01% | 191 | -1,008 | -40.56% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 1,446 | 133 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 1,384 | 127 | 0.12% | 0.11% | 193 | -8 | -0.57% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,218 | 112 | 0.04% | — | 194 | +1,218 | New | Q4 2025 | Feb 11, 2026 |
| Financial Freedom, LLC | History | Added to | 1,144 | 105 | 0.05% | 0.05% | 195 | +3 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 1,107 | 102 | 0.0% | — | 196 | +1,107 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,098 | 101 | 0.0% | — | 197 | +1,098 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,050 | 100 | 0.0% | — | 198 | +1,050 | New | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | New | 1,040 | 95 | 0.0% | — | 199 | +1,040 | New | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,014 | 93 | 0.05% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 900 | 83 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Added to | 809 | 74 | 0.0% | 0.0% | 202 | +188 | 30.27% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | New | 750 | 69 | 0.0% | — | 203 | +750 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 718 | 66 | 0.0% | 0.0% | 204 | +2 | 0.28% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | No change | 717 | 66 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 660 | 60 | 0.0% | 0.0% | 206 | -32 | -4.62% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 648 | 59 | 0.04% | 0.04% | 208 | +1 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 650 | 59 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 625 | 57 | 0.0% | 0.0% | 209 | +2 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 602 | 55 | 0.01% | 0.04% | 210 | -1,680 | -73.62% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 594 | 55 | 0.0% | 0.0% | 211 | +192 | 47.76% | Q4 2025 | Feb 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 580 | 53 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| High Point Wealth Management, LLC | History | New | 541 | 49 | 0.05% | — | 213 | +541 | New | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 530 | 48 | 0.01% | 0.01% | 214 | +1 | 0.19% | Q4 2025 | Jan 29, 2026 |
| Merrithew & Thorsten Inc | History | New | 423 | 39 | 0.04% | — | 215 | +423 | New | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 383 | 35 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 342 | 31 | 0.01% | 0.01% | 217 | +1 | 0.29% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 339 | 31 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fairscale Capital, LLC | History | No change | 342 | 31 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 315 | 29 | 0.0% | — | 220 | +315 | New | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 306 | 28 | 0.01% | — | 221 | +306 | New | Q4 2025 | Feb 09, 2026 |
| Roxbury Financial LLC | History | No change | 302 | 27 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | New | 288 | 26 | 0.01% | — | 223 | +288 | New | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 273 | 25 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 261 | 24 | 0.01% | 0.01% | 225 | -45 | -14.71% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 253 | 23 | 0.0% | 0.0% | 226 | +1 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 252 | 23 | 0.0% | 0.0% | 227 | +1 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 249 | 22 | 0.01% | — | 229 | +249 | New | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 240 | 22 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 216 | 19 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 189 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | No change | 175 | 16 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 165 | 15 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Monetary Solutions, Ltd | History | New | 162 | 14 | 0.01% | — | 235 | +162 | New | Q4 2025 | Feb 23, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 158 | 14 | 0.0% | 0.01% | 234 | -43 | -21.39% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 149 | 13 | 0.0% | — | 238 | +149 | New | Q4 2025 | Feb 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 147 | 13 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 130 | 12 | 0.0% | — | 239 | +130 | New | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 126 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 114 | 10 | 0.0% | 0.0% | 241 | -14,342 | -99.21% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 98 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Co / SC | History | No change | 105 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 81 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 69 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| New Millennium Group LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 44 | 4 | 0.0% | 0.0% | 248 | -156 | -78.0% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 49 | 4 | 0.0% | 0.0% | 249 | -56 | -53.33% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 33 | 3 | 0.0% | 0.0% | 250 | -48 | -59.26% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | No change | 23 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 12 | 1 | 0.0% | — | 255 | +12 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.25% | — | -85,127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -69,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.02% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,490 | -100.0% | Q3 2025 | Oct 24, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -5,444 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -4,444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wallace Hart LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,434 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Benchmark Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,077 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -2,780 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,538 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,406 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Leeward Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,062 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -967 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -570 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -415 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Key Capital Management, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |