iSHARES TRUST - IYJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 799,436 | 118,452 | 0.01% | 0.01% | 1 | -27,739 | -3.35% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 572,104 | 84,768 | 0.01% | 0.01% | 2 | -42,434 | -6.91% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 462,319 | 68,501 | 0.01% | 0.01% | 3 | +20,115 | 4.55% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 332,013 | 49,194 | 0.73% | 0.73% | 4 | -2,132 | -0.64% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 311,785 | 46,197 | 0.01% | 0.01% | 5 | -1,387 | -0.44% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 272,970 | 40,445 | 0.01% | 0.01% | 6 | -3,971 | -1.43% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 257,237 | 38,114 | 0.09% | 0.09% | 7 | +23,393 | 10.0% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | Added to | 214,805 | 33,219 | 6.42% | 5.61% | 8 | +12,926 | 6.4% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 212,150 | 31,435 | 0.01% | — | 9 | +212,150 | New | Q4 2025 | Feb 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 210,385 | 31,172 | 0.5% | 0.15% | 10 | +145,585 | 224.67% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 187,725 | 27,815 | 0.01% | 0.01% | 11 | +14,672 | 8.48% | Q4 2025 | Feb 18, 2026 |
| Legacy Edge Advisors, LLC | History | New | 104,036 | 15,415 | 1.69% | — | 12 | +104,036 | New | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100,000 | 14,817 | 0.01% | 0.0% | 13 | +49,643 | 98.58% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,465 | 14,591 | 0.02% | 0.02% | 14 | -238 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 96,769 | 14,338 | 0.24% | 0.23% | 15 | +3,479 | 3.73% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 95,566 | 14,152 | 0.0% | 0.0% | 16 | +1,136 | 1.2% | Q4 2025 | Feb 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 74,821 | 11,086 | 2.01% | 2.07% | 17 | +2,132 | 2.93% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 58,881 | 8,724 | 0.01% | 0.01% | 18 | +459 | 0.79% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 56,467 | 8,366 | 0.0% | 0.0% | 19 | -10,617 | -15.83% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Added to | 55,763 | 8,262 | 0.01% | 0.01% | 20 | +2,279 | 4.26% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,325 | 7,604 | 0.0% | 0.0% | 21 | +8,455 | 19.72% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,891 | 7,540 | 0.04% | 0.02% | 22 | +19,629 | 62.79% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 50,125 | 7,427 | 0.02% | 0.02% | 23 | -376 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | Added to | 49,821 | 7,381 | 1.1% | 1.09% | 24 | +6,132 | 14.04% | Q4 2025 | Jan 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,699 | 6,623 | 0.01% | 0.01% | 25 | -529 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,471 | 6,589 | 0.03% | 0.03% | 26 | +7,631 | 20.71% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,262 | 6,262 | 0.02% | 0.02% | 27 | -322 | -0.76% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 40,656 | 6,024 | 0.0% | 0.0% | 28 | +784 | 1.97% | Q4 2025 | Feb 10, 2026 |
| Modus Advisors, LLC | History | Reduced | 40,026 | 5,930 | 1.56% | 1.74% | 29 | -3,889 | -8.86% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 38,995 | 5,777 | 0.0% | 0.0% | 30 | +14,093 | 56.59% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 36,663 | 5,432 | 1.39% | 1.35% | 31 | +1,510 | 4.3% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,899 | 5,171 | 0.01% | 0.01% | 32 | -5,481 | -13.57% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,887 | 5,021 | 0.01% | 0.01% | 33 | -2,451 | -6.75% | Q4 2025 | Feb 02, 2026 |
| First Citizens Financial Corp | History | Reduced | 33,103 | 4,904 | 2.42% | 2.42% | 34 | -411 | -1.23% | Q4 2025 | Jan 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,016 | 4,892 | 0.03% | 0.03% | 35 | +249 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 32,849 | 4,867 | 4.32% | — | 36 | +32,849 | New | Q4 2025 | Feb 05, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 32,182 | 4,768 | 2.2% | 2.16% | 37 | +615 | 1.95% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 31,826 | 4,715 | 0.0% | 0.0% | 38 | -8,812 | -21.68% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,151 | 3,874 | 0.06% | 0.06% | 39 | +3,151 | 13.7% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,346 | 3,755 | 0.0% | 0.0% | 40 | -22,796 | -47.35% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,035 | 3,709 | 0.18% | 0.22% | 41 | +555 | 2.27% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 24,841 | 3,680 | 0.0% | 0.0% | 42 | +14,072 | 130.67% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 24,468 | 3,625 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | Added to | 24,034 | 3,561 | 0.11% | 0.1% | 44 | +1,722 | 7.72% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 23,389 | 3,465 | 0.0% | 0.0% | 45 | -1,223 | -4.97% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 22,517 | 3,336 | 0.0% | 0.0% | 46 | -3,504 | -13.47% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 20,076 | 2,975 | 2.21% | 2.46% | 47 | -1,934 | -8.79% | Q4 2025 | Jan 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 19,106 | 2,967 | 0.64% | 0.59% | 48 | +758 | 4.13% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 19,834 | 2,938 | 0.03% | 0.04% | 49 | -2,412 | -10.84% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 19,447 | 2,908 | 0.11% | 0.1% | 50 | +8,126 | 71.78% | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Added to | 19,364 | 2,869 | 1.47% | 1.44% | 51 | +821 | 4.43% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 19,156 | 2,838 | 0.0% | 0.0% | 52 | +136 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 19,112 | 2,831 | 0.64% | 0.64% | 53 | +35 | 0.18% | Q4 2025 | Jan 14, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 18,832 | 2,790 | 1.88% | — | 54 | +18,832 | New | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 18,683 | 2,768 | 0.03% | 0.03% | 55 | -1,317 | -6.59% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 18,497 | 2,740 | 0.0% | 0.01% | 56 | -30,468 | -62.22% | Q4 2025 | Mar 16, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 17,360 | 2,596 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,821 | 2,492 | 0.04% | 0.05% | 58 | +100 | 0.6% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,597 | 2,459 | 0.02% | 0.02% | 59 | +16 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Westwind Capital | History | Added to | 16,295 | 2,414 | 0.49% | 0.49% | 60 | +306 | 1.91% | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,951 | 2,363 | 0.02% | 0.02% | 61 | +1,952 | 13.94% | Q4 2025 | Feb 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 15,600 | 2,311 | 0.19% | 0.2% | 62 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,655 | 2,171 | 0.0% | 0.0% | 63 | +1,708 | 13.19% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,882 | 2,111 | 0.05% | 0.05% | 64 | -37 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 14,105 | 2,089 | 1.42% | 1.37% | 65 | +1,124 | 8.66% | Q4 2025 | Jan 29, 2026 |
| KKM Financial LLC | History | Added to | 13,726 | 2,033 | 0.36% | 0.63% | 66 | +56 | 0.41% | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 13,130 | 1,945 | 0.26% | 0.26% | 67 | +300 | 2.34% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 12,874 | 1,907 | 0.0% | 0.0% | 68 | +3,686 | 40.12% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,853 | 1,904 | 0.01% | 0.01% | 69 | -1,046 | -7.53% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 12,335 | 1,827 | 0.02% | 0.01% | 70 | +4,967 | 67.41% | Q4 2025 | Jan 22, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 12,047 | 1,785 | 0.19% | 0.19% | 71 | +228 | 1.93% | Q4 2025 | Jan 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 12,025 | 1,781 | 0.13% | 0.13% | 72 | +22 | 0.18% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 12,021 | 1,780 | 0.01% | 0.01% | 73 | +435 | 3.75% | Q4 2025 | Feb 12, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 11,847 | 1,755 | 0.73% | 0.77% | 74 | -560 | -4.51% | Q4 2025 | Jan 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,514 | 1,706 | 0.04% | 0.05% | 75 | +9 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Essex LLC | History | Reduced | 11,242 | 1,665 | 0.29% | 0.3% | 76 | -30 | -0.27% | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10,663 | 1,579 | 0.21% | — | 77 | +10,663 | New | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 10,370 | 1,536 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,346 | 1,532 | 0.0% | 0.0% | 79 | +1,274 | 14.04% | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | New | 10,200 | 1,511 | 0.15% | — | 80 | +10,200 | New | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,135 | 1,501 | 0.0% | 0.0% | 81 | +924 | 10.03% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 9,913 | 1,468 | 0.0% | 0.0% | 82 | -1,358 | -12.05% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 8,889 | 1,367 | 0.21% | 0.21% | 83 | -15 | -0.17% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,093 | 1,347 | 0.09% | 0.1% | 84 | -475 | -4.96% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,062 | 1,342 | 0.05% | 0.08% | 85 | +202 | 2.28% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,989 | 1,331 | 0.0% | 0.0% | 86 | +549 | 6.5% | Q4 2025 | Feb 10, 2026 |
| Ridge Creek Global, Inc | History | New | 8,889 | 1,317 | 1.11% | — | 87 | +8,889 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,862 | 1,313 | 0.37% | 0.38% | 88 | -404 | -4.36% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,816 | 1,306 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 8,804 | 1,304 | 0.96% | 0.94% | 90 | -20 | -0.23% | Q4 2025 | Feb 12, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 8,055 | 1,193 | 0.58% | 0.57% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 7,399 | 1,144 | 0.05% | 0.05% | 92 | +138 | 1.9% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,681 | 1,138 | 0.0% | 0.0% | 93 | -31 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,618 | 1,128 | 0.01% | 0.01% | 94 | +1,192 | 18.55% | Q4 2025 | Feb 18, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 7,605 | 1,127 | 0.11% | 0.09% | 95 | +120 | 1.6% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 7,399 | 1,096 | 0.02% | 0.02% | 96 | -66 | -0.88% | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | No change | 7,363 | 1,090 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Added to | 7,265 | 1,076 | 0.07% | 0.07% | 98 | +41 | 0.57% | Q4 2025 | Feb 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,207 | 1,067 | 0.16% | 0.3% | 99 | -6,206 | -46.27% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Added to | 7,067 | 1,047 | 0.0% | 0.0% | 100 | +209 | 3.05% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,976 | 1,033 | 0.0% | 0.0% | 101 | +666 | 10.55% | Q4 2025 | Feb 18, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,940 | 1,028 | 0.52% | 0.55% | 102 | -312 | -4.3% | Q4 2025 | Jan 21, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 6,940 | 1,028 | 0.12% | 0.12% | 103 | +150 | 2.21% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 6,894 | 1,021 | 0.02% | 0.01% | 104 | +2,238 | 48.07% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,842 | 1,013 | 0.01% | 0.01% | 105 | -398 | -5.5% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,562 | 972 | 0.0% | 0.01% | 106 | -2,906 | -30.69% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 6,388 | 946 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,322 | 936 | 0.02% | — | 108 | +6,322 | New | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,220 | 922 | 0.03% | — | 109 | +6,220 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,226 | 922 | 0.01% | 0.01% | 110 | -293 | -4.49% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,170 | 914 | 0.06% | 0.07% | 111 | -1,227 | -16.59% | Q4 2025 | Feb 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,818 | 862 | 0.02% | 0.02% | 112 | +1,094 | 23.16% | Q4 2025 | Feb 13, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 5,784 | 857 | 0.63% | 0.47% | 113 | +1,400 | 31.93% | Q4 2025 | Feb 06, 2026 |
| Allen Investment Management, LLC | History | New | 5,639 | 835 | 0.01% | — | 114 | +5,639 | New | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,542 | 821 | 0.01% | 0.01% | 115 | -73 | -1.3% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,491 | 813 | 0.01% | 0.01% | 116 | -206 | -3.62% | Q4 2025 | Jan 29, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 5,454 | 808 | 0.14% | 0.15% | 117 | -818 | -13.04% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,161 | 805 | 0.16% | 0.22% | 118 | -1,525 | -22.81% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,423 | 803 | 0.01% | 0.01% | 119 | -59 | -1.08% | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 5,187 | 768 | 0.01% | — | 120 | +5,187 | New | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,172 | 766 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,150 | 763 | 0.18% | 0.33% | 122 | -3,916 | -43.19% | Q4 2025 | Jan 15, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 5,103 | 756 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,937 | 731 | 0.0% | 0.0% | 124 | -1,866 | -27.43% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,918 | 728 | 0.03% | 0.03% | 125 | -187 | -3.66% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | New | 4,850 | 716 | 0.0% | — | 126 | +4,850 | New | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,805 | 711 | 0.02% | 0.02% | 127 | +628 | 15.03% | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,742 | 702 | 0.0% | — | 128 | +4,742 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,692 | 695 | 0.01% | 0.01% | 129 | +3 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | No change | 4,395 | 684 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,562 | 675 | 0.0% | 0.0% | 131 | -49 | -1.06% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 4,528 | 670 | 0.03% | 0.03% | 132 | +272 | 6.39% | Q4 2025 | Feb 10, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,522 | 670 | 0.05% | 0.05% | 133 | -45 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 4,425 | 655 | 0.03% | — | 134 | +4,425 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,412 | 653 | 0.0% | 0.0% | 135 | +1,554 | 54.37% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 4,354 | 645 | 0.0% | 0.0% | 136 | +76 | 1.78% | Q4 2025 | Jan 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,283 | 634 | 0.19% | 0.19% | 137 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | No change | 4,132 | 612 | 0.08% | 0.09% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 4,129 | 611 | 0.0% | — | 139 | +4,129 | New | Q4 2025 | Feb 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,090 | 606 | 0.04% | 0.04% | 140 | -46 | -1.11% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,057 | 601 | 0.01% | 0.01% | 141 | -15 | -0.37% | Q4 2025 | Feb 02, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,037 | 598 | 0.15% | 0.16% | 142 | -43 | -1.05% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 4,015 | 594 | 0.0% | 0.0% | 143 | -472 | -10.52% | Q4 2025 | Feb 11, 2026 |
| Haverford Trust Co | History | No change | 4,002 | 592 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 3,887 | 575 | 0.46% | 0.46% | 145 | -44 | -1.12% | Q4 2025 | Jan 21, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 3,780 | 560 | 0.32% | 0.34% | 146 | -86 | -2.22% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,698 | 547 | 0.2% | 0.2% | 147 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,628 | 537 | 0.0% | 0.0% | 149 | -4,685 | -56.36% | Q4 2025 | Mar 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,626 | 537 | 0.0% | 0.0% | 148 | -533 | -12.82% | Q4 2025 | Feb 10, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 3,614 | 535 | 0.33% | 0.33% | 150 | -15 | -0.41% | Q4 2025 | Jan 16, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,600 | 533 | 0.11% | 0.12% | 151 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TPG Advisors LLC | History | No change | 3,498 | 518 | 0.32% | 0.34% | 152 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,471 | 514 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KM Capital Management Ltd. | History | New | 3,444 | 510 | 0.26% | — | 154 | +3,444 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,383 | 501 | 0.0% | 0.0% | 155 | -728 | -17.71% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,324 | 492 | 0.0% | 0.0% | 156 | +80 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Partners, LLC | History | No change | 3,316 | 491 | 0.14% | 0.15% | 157 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,291 | 487 | 0.0% | 0.0% | 158 | -27 | -0.81% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,145 | 469 | 0.0% | 0.0% | 159 | +131 | 4.35% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,991 | 462 | 0.0% | 0.0% | 160 | -162 | -5.14% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,080 | 456 | 0.0% | 0.0% | 161 | +28 | 0.92% | Q4 2025 | Jan 26, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 3,018 | 447 | 0.18% | — | 163 | +3,018 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,023 | 447 | 0.02% | 0.02% | 162 | +358 | 13.43% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 2,993 | 443 | 0.03% | 0.05% | 164 | -2,207 | -42.44% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,965 | 439 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,962 | 438 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 2,811 | 434 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,915 | 431 | 0.01% | 0.01% | 168 | -53 | -1.79% | Q4 2025 | Jan 30, 2026 |
| 1832 Asset Management L.P. | History | New | 2,768 | 410 | 0.0% | — | 169 | +2,768 | New | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | New | 2,667 | 395 | 0.04% | — | 170 | +2,667 | New | Q4 2025 | Jan 15, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 2,664 | 394 | 0.24% | 0.24% | 171 | +2 | 0.08% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | No change | 2,569 | 380 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,550 | 377 | 0.0% | 0.0% | 173 | +656 | 34.64% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,520 | 373 | 0.02% | 0.02% | 174 | +49 | 1.98% | Q4 2025 | Jan 26, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,500 | 370 | 0.04% | — | 176 | +2,500 | New | Q4 2025 | Jan 27, 2026 |
| BAILARD, INC. | History | No change | 2,498 | 370 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,465 | 365 | 0.01% | 0.01% | 177 | +824 | 50.21% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 2,457 | 364 | 0.06% | 0.06% | 178 | +1 | 0.04% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,411 | 357 | 0.01% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,391 | 354 | 0.01% | 0.01% | 180 | -297 | -11.05% | Q4 2025 | Jan 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 2,370 | 351 | 0.02% | 0.02% | 181 | -140 | -5.58% | Q4 2025 | Jan 23, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 2,343 | 347 | 0.04% | — | 182 | +2,343 | New | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,307 | 341 | 0.01% | 0.01% | 183 | +307 | 15.35% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 2,300 | 340 | 0.01% | 0.01% | 184 | -1,827 | -44.27% | Q4 2025 | Feb 13, 2026 |
| SFE Investment Counsel | History | Added to | 2,248 | 333 | 0.05% | 0.05% | 185 | +61 | 2.79% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,240 | 331 | 0.01% | 0.01% | 186 | -442 | -16.48% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,200 | 325 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 2,188 | 324 | 0.04% | 0.04% | 188 | -80 | -3.53% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 2,137 | 316 | 0.0% | 0.0% | 189 | -9 | -0.42% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,135 | 316 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 2,116 | 313 | 0.06% | 0.06% | 191 | +3 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,102 | 311 | 0.01% | 0.01% | 192 | +1 | 0.05% | Q4 2025 | Jan 21, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 2,087 | 309 | 0.11% | 0.1% | 193 | +2 | 0.1% | Q4 2025 | Jan 30, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,050 | 304 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 2,051 | 303 | 0.06% | 0.06% | 196 | -98 | -4.56% | Q4 2025 | Jan 06, 2026 |
| Chesapeake Wealth Management | History | No change | 2,050 | 303 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,017 | 298 | 0.01% | 0.01% | 197 | -319 | -13.66% | Q4 2025 | Jan 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,005 | 297 | 0.02% | 0.02% | 198 | -40 | -1.96% | Q4 2025 | Feb 17, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 2,008 | 297 | 0.21% | 0.21% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 2,000 | 296 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| V2 Financial group LLC | History | No change | 2,000 | 296 | 0.15% | 0.16% | 201 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,973 | 292 | 0.01% | 0.01% | 202 | -203 | -9.33% | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 1,963 | 290 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 1,949 | 288 | 0.01% | 0.02% | 204 | -1,366 | -41.21% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,945 | 288 | 0.0% | 0.0% | 205 | +704 | 56.73% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | New | 1,918 | 284 | 0.02% | — | 206 | +1,918 | New | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | No change | 1,921 | 284 | 0.04% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,899 | 281 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet North America Advisors SA | History | No change | 1,891 | 280 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,800 | 266 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,794 | 265 | 0.0% | 0.0% | 211 | +23 | 1.3% | Q4 2025 | Jan 20, 2026 |
| Dynasty Wealth Management, LLC | History | New | 1,769 | 262 | 0.0% | — | 212 | +1,769 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,757 | 260 | 0.0% | 0.0% | 214 | +77 | 4.58% | Q4 2025 | Jan 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,759 | 260 | 0.02% | 0.02% | 213 | +3 | 0.17% | Q4 2025 | Jan 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,706 | 252 | 0.01% | 0.01% | 216 | +60 | 3.65% | Q4 2025 | Jan 20, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,703 | 252 | 0.07% | 0.07% | 215 | +3 | 0.18% | Q4 2025 | Jan 09, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 1,700 | 251 | 0.02% | 0.02% | 218 | -100 | -5.56% | Q4 2025 | Feb 05, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,700 | 251 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 1,654 | 245 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 1,650 | 244 | 0.08% | 0.64% | 220 | -11,186 | -87.15% | Q4 2025 | Feb 06, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 148 | 243 | 0.15% | 0.15% | 222 | -1,492 | -90.98% | Q4 2025 | Jan 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,642 | 243 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,639 | 242 | 0.01% | 0.01% | 223 | -159 | -8.84% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,617 | 239 | 0.01% | 0.0% | 224 | +53 | 3.39% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 1,618 | 239 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,585 | 234 | 0.01% | — | 226 | +1,585 | New | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 1,584 | 234 | 0.01% | 0.01% | 227 | +1 | 0.06% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,569 | 232 | 0.0% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,570 | 232 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,543 | 228 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,534 | 227 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Daybright Advisory Services, Inc. | History | New | 1,522 | 225 | 0.06% | — | 232 | +1,522 | New | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,500 | 222 | 0.13% | 0.14% | 233 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 1,461 | 216 | 0.0% | — | 234 | +1,461 | New | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 1,407 | 208 | 0.03% | 0.05% | 235 | -1,217 | -46.38% | Q4 2025 | Jan 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,398 | 207 | 0.0% | 0.0% | 236 | -13 | -0.92% | Q4 2025 | Feb 17, 2026 |
| HFG Advisors, Inc. | History | New | 1,358 | 201 | 0.15% | — | 238 | +1,358 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 1,360 | 201 | 0.03% | 0.03% | 237 | -100 | -6.85% | Q4 2025 | Jan 23, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,355 | 200 | 0.01% | — | 239 | +1,355 | New | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,263 | 197 | 0.01% | 0.0% | 240 | +882 | 231.5% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,204 | 178 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,172 | 173 | 0.0% | 0.0% | 242 | -78 | -6.24% | Q4 2025 | Feb 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,100 | 162 | 0.04% | 0.05% | 243 | -240 | -17.91% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,041 | 154 | 0.0% | 0.0% | 244 | -1,000 | -49.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 1,031 | 152 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,000 | 148 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Davis Capital Management | History | No change | 821 | 121 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 813 | 120 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 799 | 118 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 775 | 114 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 767 | 113 | 0.0% | 0.0% | 251 | -75 | -8.91% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 760 | 112 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 678 | 100 | 0.0% | 0.0% | 253 | +2 | 0.3% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 662 | 98 | 0.0% | 0.0% | 254 | -215 | -24.52% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 643 | 95 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 610 | 90 | 0.0% | — | 256 | +610 | New | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 610 | 90 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 600 | 88 | 0.0% | — | 258 | +600 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 582 | 86 | 0.02% | 0.02% | 259 | +1 | 0.17% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 525 | 77 | 0.01% | — | 260 | +525 | New | Q4 2025 | Feb 25, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 518 | 76 | 0.02% | — | 261 | +518 | New | Q4 2025 | Feb 11, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 500 | 74 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 428 | 63 | 0.0% | — | 263 | +428 | New | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 411 | 60 | 0.0% | — | 264 | +411 | New | Q4 2025 | Jan 21, 2026 |
| Strategic Wealth Advisors LLC | History | New | 374 | 55 | 0.05% | — | 265 | +374 | New | Q4 2025 | Feb 03, 2026 |
| Reflection Asset Management | History | New | 339 | 51 | 0.04% | — | 266 | +339 | New | Q4 2025 | Mar 02, 2026 |
| IFP Advisors, Inc | History | Added to | 339 | 50 | 0.0% | 0.0% | 267 | +51 | 17.71% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 334 | 49 | 0.0% | 0.0% | 268 | +98 | 41.53% | Q4 2025 | Feb 10, 2026 |
| Redwood Park Advisors LLC | History | No change | 330 | 48 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 300 | 44 | 0.02% | — | 270 | +300 | New | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 269 | 39 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 249 | 36 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 220 | 35 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 240 | 35 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 230 | 34 | 0.03% | — | 276 | +230 | New | Q4 2025 | Feb 10, 2026 |
| Viewpoint Capital Management LLC | History | No change | 235 | 34 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 221 | 32 | 0.01% | — | 278 | +221 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 220 | 32 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Concord Wealth Partners | History | No change | 216 | 32 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 218 | 32 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 202 | 29 | 0.0% | — | 284 | +202 | New | Q4 2025 | Jan 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 29 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 29 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 198 | 29 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| TSFG, LLC | History | No change | 192 | 28 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | No change | 186 | 27 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Advisors | History | No change | 174 | 25 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 160 | 23 | 0.0% | 0.0% | 289 | -406 | -71.73% | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | No change | 160 | 23 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 145 | 21 | 0.01% | — | 290 | +145 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 123 | 18 | 0.0% | 0.0% | 291 | -1 | -0.81% | Q4 2025 | Jan 26, 2026 |
| Aventura Private Wealth, LLC | History | No change | 105 | 15 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 100 | 14 | 0.0% | 0.0% | 295 | -1,000 | -90.91% | Q4 2025 | Feb 11, 2026 |
| Miller Capital Partners, Inc. | History | New | 100 | 14 | 0.01% | — | 298 | +100 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 96 | 14 | 0.0% | — | 296 | +96 | New | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 14 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | No change | 100 | 14 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 85 | 13 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fortis Group Advisors, LLC | History | No change | 80 | 11 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 70 | 10 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 64 | 9 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 60 | 8 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 55 | 8 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 50 | 7 | 0.01% | 0.02% | 307 | -951 | -95.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 50 | 7 | 0.0% | — | 306 | +50 | New | Q4 2025 | Feb 09, 2026 |
| Westfuller Advisors, LLC | History | No change | 48 | 7 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 47 | 6 | 0.0% | — | 309 | +47 | New | Q4 2025 | Mar 04, 2026 |
| Valued Wealth Advisors LLC | History | No change | 43 | 6 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 25 | 3 | 0.0% | — | 313 | +25 | New | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | Reduced | 24 | 3 | 0.0% | 0.0% | 312 | -1 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 25 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 15 | 2 | 0.0% | — | 317 | +15 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 17 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 318 | -9 | -45.0% | Q4 2025 | Jan 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,712 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,646 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,753 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.1% | — | -3,200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,789 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -2,400 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,124 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,042 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,671 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,620 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,512 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -1,407 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -343 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Finley Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -255 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Oct 23, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -84 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 05, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SageView Advisory Group, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |