iSHARES TRUST - IYK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 945,393 | 63,265 | 0.02% | 0.02% | 1 | +82,230 | 9.53% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 669,862 | 44,827 | 0.0% | 0.0% | 2 | +54,773 | 8.9% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 597,433 | 39,980 | 0.0% | 0.0% | 3 | +19,492 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 538,120 | 36,010 | 0.2% | 0.19% | 4 | +52,463 | 10.8% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 531,445 | 35,564 | 0.02% | 0.02% | 5 | -4,422 | -0.83% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 473,456 | 31,683 | 0.01% | 0.01% | 6 | -28,326 | -5.65% | Q4 2025 | Jan 29, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 347,875 | 23,279 | 0.34% | 1.62% | 7 | -1,228,945 | -77.94% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 303,110 | 20,284 | 0.05% | 0.05% | 8 | +10,590 | 3.62% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 294,001 | 19,674 | 0.01% | 0.0% | 9 | +159,991 | 119.39% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 283,892 | 18,998 | 0.0% | 0.0% | 10 | -65 | -0.02% | Q4 2025 | Mar 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 276,479 | 18,502 | 0.0% | — | 11 | +276,479 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 267,854 | 17,924 | 0.0% | 0.0% | 12 | +240,425 | 876.54% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 223,886 | 14,982 | 0.0% | 0.0% | 13 | +3,586 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 211,172 | 14,131 | 0.02% | 0.02% | 14 | +3,291 | 1.58% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 188,196 | 12,598 | 0.02% | 0.02% | 15 | -8,072 | -4.11% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 162,097 | 10,846 | 0.0% | 0.01% | 16 | -395,468 | -70.93% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 126,669 | 8,476 | 0.01% | 0.02% | 17 | +4,204 | 3.43% | Q4 2025 | Feb 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 111,100 | 7,481 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 99,504 | 6,658 | 0.0% | 0.01% | 19 | -149,928 | -60.11% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 97,429 | 6,519 | 0.13% | 0.15% | 20 | +4,532 | 4.88% | Q4 2025 | Feb 03, 2026 |
| WealthSpring Partners, LLC | History | New | 97,204 | 6,504 | 6.66% | — | 21 | +97,204 | New | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 61,391 | 4,108 | 0.01% | 0.01% | 22 | +8,828 | 16.8% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,667 | 3,792 | 0.0% | 0.0% | 23 | -5,953 | -9.51% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,291 | 3,633 | 0.0% | 0.0% | 24 | +4,843 | 9.79% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Strategies, LLC | History | New | 48,428 | 3,240 | 1.77% | — | 25 | +48,428 | New | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,563 | 3,115 | 0.0% | 0.0% | 26 | +21,825 | 88.22% | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 45,732 | 3,060 | 1.96% | 2.69% | 27 | -15,936 | -25.84% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45,471 | 3,042 | 0.0% | 0.0% | 28 | +21,796 | 92.06% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 45,283 | 3,030 | 0.01% | 0.01% | 29 | +274 | 0.61% | Q4 2025 | Feb 18, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 44,527 | 2,979 | 0.27% | 0.28% | 30 | -30 | -0.07% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 44,316 | 2,965 | 0.01% | 0.01% | 31 | -6,987 | -13.62% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,622 | 2,919 | 0.05% | 0.05% | 32 | +2,101 | 5.06% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,074 | 2,815 | 0.0% | 0.02% | 33 | -218,586 | -83.86% | Q4 2025 | Feb 12, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | New | 40,601 | 2,717 | 2.0% | — | 34 | +40,601 | New | Q4 2025 | Feb 05, 2026 |
| First Citizens Financial Corp | History | Reduced | 38,666 | 2,587 | 1.28% | 1.34% | 35 | -929 | -2.35% | Q4 2025 | Jan 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 38,559 | 2,580 | 0.8% | 0.86% | 36 | -860 | -2.18% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 34,855 | 2,332 | 0.13% | 0.13% | 37 | +4,845 | 16.14% | Q4 2025 | Feb 04, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 33,919 | 2,262 | 0.66% | 0.83% | 38 | -3,691 | -9.81% | Q4 2025 | Jan 06, 2026 |
| Leo Wealth, LLC | History | New | 32,014 | 2,142 | 0.16% | — | 39 | +32,014 | New | Q4 2025 | Jan 21, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 30,305 | 2,028 | 0.3% | 0.1% | 40 | +24,041 | 383.8% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,347 | 1,830 | 0.01% | 0.01% | 41 | +7,472 | 37.59% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,022 | 1,808 | 0.0% | 0.0% | 42 | +6,137 | 29.38% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,732 | 1,655 | 0.01% | 0.01% | 43 | +12,308 | 99.07% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 21,722 | 1,453 | 0.07% | 0.08% | 44 | -4,303 | -16.53% | Q4 2025 | Feb 17, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 20,772 | 1,390 | 1.01% | 1.12% | 45 | -1,576 | -7.05% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 20,447 | 1,368 | 0.03% | 0.04% | 46 | -755 | -3.56% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 20,083 | 1,343 | 0.0% | 0.0% | 47 | +15,954 | 386.39% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 19,579 | 1,310 | 0.0% | — | 48 | +19,579 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 18,535 | 1,240 | 0.09% | 0.09% | 49 | -36 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 17,499 | 1,218 | 0.1% | 0.1% | 50 | -39 | -0.22% | Q4 2025 | Jan 20, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 18,179 | 1,216 | 0.72% | 0.77% | 51 | +2,223 | 13.93% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | New | 18,000 | 1,204 | 0.12% | — | 52 | +18,000 | New | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,169 | 1,149 | 0.0% | 0.0% | 53 | -830 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Mawer Investment Management Ltd. | History | New | 16,980 | 1,136 | 0.01% | — | 54 | +16,980 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,805 | 1,124 | 0.01% | 0.01% | 55 | -3,059 | -15.4% | Q4 2025 | Feb 17, 2026 |
| Adams Wealth Management | History | Reduced | 16,279 | 1,089 | 0.23% | 0.36% | 56 | -8,317 | -33.81% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 16,279 | 1,089 | 0.2% | 0.34% | 57 | -8,317 | -33.81% | Q4 2025 | Feb 18, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 16,104 | 1,077 | 0.39% | 0.44% | 58 | -1,199 | -6.93% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,951 | 1,067 | 0.03% | 0.03% | 59 | +154 | 0.97% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,740 | 1,053 | 0.08% | 0.11% | 60 | -4,116 | -20.73% | Q4 2025 | Feb 04, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 14,316 | 958 | 0.1% | 0.11% | 61 | +56 | 0.39% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,187 | 949 | 0.01% | 0.01% | 62 | +1,393 | 10.89% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,605 | 910 | 0.02% | 0.02% | 63 | +3,126 | 29.83% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,535 | 905 | 0.0% | 0.0% | 64 | -284 | -2.06% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,415 | 897 | 0.0% | 0.0% | 65 | +1,257 | 10.34% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,041 | 872 | 0.0% | 0.02% | 66 | -163,707 | -92.62% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 12,109 | 870 | 0.12% | — | 67 | +12,109 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,717 | 851 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 12,649 | 846 | 0.0% | 0.0% | 69 | +1,005 | 8.63% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 12,519 | 838 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Virtue Capital Management, LLC | History | New | 12,423 | 828 | 0.13% | — | 71 | +12,423 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 12,287 | 822 | 0.0% | 0.0% | 72 | -1,264 | -9.33% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | No change | 12,065 | 807 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 11,973 | 801 | 0.0% | 0.0% | 74 | -195 | -1.6% | Q4 2025 | Jan 26, 2026 |
| TFB Advisors LLC | History | Reduced | 11,633 | 778 | 0.22% | 0.24% | 75 | -254 | -2.14% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 11,524 | 771 | 0.1% | 0.1% | 76 | +1,313 | 12.86% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,491 | 768 | 0.0% | 0.0% | 77 | +145 | 1.28% | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | New | 11,467 | 767 | 0.03% | — | 78 | +11,467 | New | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,375 | 761 | 0.01% | 0.01% | 79 | +612 | 5.69% | Q4 2025 | Jan 29, 2026 |
| Essex LLC | History | Reduced | 11,378 | 761 | 0.13% | 0.14% | 80 | -300 | -2.57% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,348 | 759 | 0.0% | 0.0% | 81 | +182 | 1.63% | Q4 2025 | Mar 16, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 11,219 | 750 | 0.6% | 0.62% | 82 | -14 | -0.12% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,015 | 737 | 0.0% | 0.0% | 83 | +2,362 | 27.3% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 10,744 | 719 | 0.0% | 0.0% | 84 | -13,232 | -55.19% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 10,625 | 711 | 0.23% | — | 85 | +10,625 | New | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,513 | 703 | 0.0% | 0.01% | 86 | -7,506 | -41.66% | Q4 2025 | Feb 12, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | New | 10,500 | 702 | 0.16% | — | 87 | +10,500 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,409 | 685 | 0.0% | 0.0% | 88 | +99 | 0.96% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,138 | 678 | 0.01% | 0.01% | 89 | +6,389 | 170.42% | Q4 2025 | Feb 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 10,040 | 671 | 0.24% | 0.27% | 90 | -457 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,995 | 668 | 0.01% | 0.01% | 91 | +964 | 10.67% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,874 | 660 | 0.04% | 0.04% | 92 | +911 | 10.16% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 9,553 | 639 | 0.0% | 0.0% | 93 | +347 | 3.77% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 9,545 | 638 | 0.01% | 0.01% | 94 | -3,811 | -28.53% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,357 | 626 | 0.01% | 0.01% | 95 | +395 | 4.41% | Q4 2025 | Feb 09, 2026 |
| Stone Wealth Partners | History | New | 9,080 | 607 | 0.54% | — | 96 | +9,080 | New | Q4 2025 | Feb 24, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 8,457 | 565 | 0.59% | 0.56% | 97 | +150 | 1.81% | Q4 2025 | Jan 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,366 | 559 | 0.03% | 0.03% | 98 | +82 | 0.99% | Q4 2025 | Jan 15, 2026 |
| Targeted Financial Services LLC | History | New | 8,275 | 553 | 0.48% | — | 99 | +8,275 | New | Q4 2025 | Mar 03, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,234 | 551 | 0.04% | 0.03% | 101 | +3,199 | 63.54% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,236 | 551 | 0.0% | 0.0% | 100 | -406 | -4.7% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,205 | 549 | 0.0% | 0.0% | 102 | +229 | 2.87% | Q4 2025 | Feb 02, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 8,112 | 542 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,089 | 541 | 0.0% | 0.0% | 104 | -3,418 | -29.7% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,816 | 523 | 0.01% | 0.01% | 105 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,810 | 522 | 0.0% | 0.0% | 106 | +300 | 3.99% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,737 | 517 | 0.0% | 0.0% | 107 | -2,096 | -21.32% | Q4 2025 | Feb 09, 2026 |
| Glenview Trust Co | History | Added to | 7,624 | 510 | 0.01% | 0.01% | 108 | +1,133 | 17.45% | Q4 2025 | Feb 09, 2026 |
| Bellwether Advisors, LLC | History | No change | 7,461 | 499 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 7,414 | 496 | 0.04% | 0.04% | 110 | +648 | 9.58% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 7,383 | 494 | 0.0% | 0.0% | 111 | +67 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Reduced | 7,256 | 485 | 0.13% | 0.17% | 112 | -1,431 | -16.47% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,235 | 484 | 0.01% | — | 113 | +7,228 | 103257.14% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,056 | 472 | 0.0% | 0.0% | 114 | +131 | 1.89% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 6,928 | 463 | 0.03% | 0.03% | 115 | +9 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Blankinship & Foster, LLC | History | Added to | 6,881 | 460 | 0.1% | 0.1% | 116 | +51 | 0.75% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 6,687 | 447 | 0.01% | 0.01% | 117 | -191 | -2.78% | Q4 2025 | Feb 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 6,536 | 437 | 0.21% | 0.22% | 118 | -110 | -1.66% | Q4 2025 | Feb 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 6,509 | 435 | 0.01% | 0.01% | 119 | +224 | 3.56% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,480 | 433 | 0.0% | 0.0% | 120 | +2,243 | 52.94% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 6,446 | 431 | 0.01% | — | 121 | +6,446 | New | Q4 2025 | Jan 22, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 6,419 | 429 | 0.29% | 0.34% | 122 | -273 | -4.08% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,362 | 425 | 0.03% | 0.03% | 123 | -422 | -6.22% | Q4 2025 | Jan 20, 2026 |
| Vontobel Holding Ltd. | History | No change | 6,000 | 401 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,965 | 399 | 0.0% | 0.0% | 125 | +3,236 | 118.58% | Q4 2025 | Jan 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 5,763 | 385 | 0.27% | 0.29% | 126 | -36 | -0.62% | Q4 2025 | Jan 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 5,712 | 382 | 0.06% | 0.07% | 127 | -216 | -3.64% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,581 | 373 | 0.0% | 0.0% | 128 | +435 | 8.45% | Q4 2025 | Feb 17, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 1,004 | 372 | 0.88% | 1.02% | 129 | -4,305 | -81.09% | Q4 2025 | Jan 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,442 | 364 | 0.0% | — | 130 | +5,442 | New | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 5,403 | 361 | 0.08% | 0.1% | 131 | -801 | -12.91% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,114 | 342 | 0.01% | 0.01% | 133 | +1,791 | 53.9% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Reduced | 5,114 | 342 | 0.0% | 0.0% | 132 | -246 | -4.59% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | No change | 4,983 | 333 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,945 | 330 | 0.02% | — | 135 | +4,945 | New | Q4 2025 | Feb 10, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 4,878 | 326 | 0.14% | 0.13% | 136 | +369 | 8.18% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,851 | 324 | 0.03% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 4,757 | 318 | 0.28% | — | 138 | +4,757 | New | Q4 2025 | Feb 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,733 | 316 | 0.02% | 0.02% | 139 | -707 | -13.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,645 | 310 | 0.01% | 0.0% | 140 | +4,061 | 695.38% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,588 | 307 | 0.16% | 0.16% | 141 | +150 | 3.38% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,536 | 303 | 0.01% | 0.01% | 142 | +5 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,520 | 302 | 0.07% | 0.07% | 143 | +25 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 4,479 | 299 | 0.0% | 0.0% | 145 | -283 | -5.94% | Q4 2025 | Feb 11, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,470 | 299 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,463 | 298 | 0.04% | 0.06% | 146 | -1,362 | -23.38% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,377 | 292 | 0.01% | 0.01% | 147 | +72 | 1.67% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,369 | 292 | 0.08% | 0.08% | 148 | -23 | -0.52% | Q4 2025 | Feb 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 4,338 | 290 | 0.1% | — | 149 | +4,338 | New | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,230 | 283 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cordatus Wealth Management LLC | History | No change | 4,233 | 283 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,217 | 282 | 0.0% | 0.0% | 152 | -300 | -6.64% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,995 | 267 | 0.0% | 0.0% | 153 | -351 | -8.08% | Q4 2025 | Feb 17, 2026 |
| MLP3, LLC | History | New | 3,855 | 257 | 0.28% | — | 154 | +3,855 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,753 | 251 | 0.01% | 0.01% | 155 | +492 | 15.09% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 3,718 | 248 | 0.0% | 0.0% | 156 | -516 | -12.19% | Q4 2025 | Jan 15, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 3,636 | 243 | 0.14% | 0.17% | 158 | -275 | -7.03% | Q4 2025 | Feb 03, 2026 |
| BAILARD, INC. | History | No change | 3,633 | 243 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,606 | 241 | 0.0% | 0.01% | 159 | -539 | -13.0% | Q4 2025 | Jan 16, 2026 |
| V2 Financial group LLC | History | No change | 3,600 | 240 | 0.12% | 0.14% | 160 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 3,562 | 238 | 0.01% | 0.02% | 161 | -305 | -7.89% | Q4 2025 | Feb 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 3,553 | 237 | 0.0% | — | 162 | +3,553 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 3,509 | 234 | 0.01% | 0.0% | 163 | +1,224 | 53.57% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,507 | 234 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CX Institutional | History | Added to | 3,418 | 229 | 0.01% | 0.0% | 165 | +2,416 | 241.12% | Q4 2025 | Feb 02, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 3,401 | 227 | 0.12% | 0.18% | 166 | -1,531 | -31.04% | Q4 2025 | Feb 10, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 3,315 | 221 | 0.33% | — | 168 | +3,315 | New | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 3,315 | 221 | 0.01% | 0.01% | 167 | +17 | 0.52% | Q4 2025 | Jan 30, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,294 | 220 | 0.01% | 0.02% | 169 | +3 | 0.09% | Q4 2025 | Jan 28, 2026 |
| High Point Wealth Management, LLC | History | New | 3,283 | 219 | 0.21% | — | 170 | +3,283 | New | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 3,244 | 217 | 0.01% | 0.01% | 171 | -305 | -8.59% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,240 | 216 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,218 | 215 | 0.0% | — | 173 | +3,218 | New | Q4 2025 | Feb 18, 2026 |
| EVOKE WEALTH, LLC | History | New | 3,126 | 209 | 0.0% | — | 174 | +3,126 | New | Q4 2025 | Feb 06, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 3,095 | 207 | 0.07% | 0.08% | 175 | -509 | -14.12% | Q4 2025 | Jan 08, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 201 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Activest Wealth Management | History | No change | 2,850 | 190 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,565 | 171 | 0.0% | 0.0% | 178 | -510 | -16.59% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 2,400 | 161 | 0.0% | 0.0% | 179 | -1,000 | -29.41% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,250 | 150 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 2,203 | 147 | 0.0% | 0.0% | 181 | +988 | 81.32% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,100 | 140 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,000 | 133 | 0.0% | 0.0% | 183 | +340 | 20.48% | Q4 2025 | Feb 09, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 1,809 | 121 | 0.01% | — | 184 | +1,809 | New | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,821 | 121 | 0.08% | 0.04% | 185 | +938 | 106.23% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,779 | 119 | 0.01% | 0.01% | 186 | +894 | 101.02% | Q4 2025 | Jan 28, 2026 |
| BAYBAN | History | New | 1,750 | 117 | 0.1% | — | 187 | +1,750 | New | Q4 2025 | Mar 05, 2026 |
| Sound Income Strategies, LLC | History | New | 1,497 | 103 | 0.0% | — | 188 | +1,497 | New | Q4 2025 | Jan 21, 2026 |
| STEPH & CO | History | No change | 1,530 | 102 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,509 | 101 | 0.03% | 0.03% | 190 | +12 | 0.8% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,368 | 91 | 0.0% | 0.0% | 191 | +9 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 1,335 | 89 | 0.02% | 0.03% | 192 | -395 | -22.83% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,341 | 89 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1,260 | 84 | 0.0% | — | 195 | +1,260 | New | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,260 | 84 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,185 | 79 | 0.0% | 0.0% | 196 | -185 | -13.5% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,137 | 76 | 0.0% | 0.0% | 197 | -132 | -10.4% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 1,128 | 75 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,125 | 75 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,023 | 68 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Caitlin John, LLC | History | Reduced | 891 | 59 | 0.04% | 0.06% | 201 | -306 | -25.56% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 862 | 57 | 0.0% | 0.0% | 202 | +8 | 0.94% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 831 | 55 | 0.02% | — | 203 | +831 | New | Q4 2025 | Jan 20, 2026 |
| Davis Capital Management | History | No change | 732 | 48 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 675 | 45 | 0.0% | — | 206 | +675 | New | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 679 | 45 | 0.0% | 0.01% | 205 | -665 | -49.48% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 627 | 41 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | New | 600 | 40 | 0.0% | — | 208 | +600 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 586 | 39 | 0.01% | 0.01% | 210 | +6 | 1.03% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 588 | 39 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Reflection Asset Management | History | New | 558 | 36 | 0.03% | — | 212 | +558 | New | Q4 2025 | Mar 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 552 | 36 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 530 | 35 | 0.01% | 0.01% | 213 | +2 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 491 | 32 | 0.0% | 0.0% | 214 | +3 | 0.61% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 471 | 31 | 0.0% | — | 215 | +471 | New | Q4 2025 | Jan 21, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 456 | 30 | 0.02% | 0.02% | 219 | +5 | 1.11% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 456 | 30 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | No change | 450 | 30 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 450 | 30 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 441 | 29 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 435 | 28 | 0.0% | 0.0% | 221 | -315 | -42.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 420 | 28 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | No change | 408 | 27 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 406 | 27 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | New | 300 | 20 | 0.01% | — | 230 | +300 | New | Q4 2025 | Jan 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 313 | 20 | 0.0% | 0.0% | 227 | -88 | -21.95% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 20 | 0.0% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 20 | 0.01% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capitol Family Office, Inc. | History | No change | 297 | 19 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Basepoint Wealth LLC | History | New | 280 | 18 | 0.01% | — | 233 | +280 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Added to | 274 | 18 | 0.0% | 0.0% | 232 | +162 | 144.64% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 240 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 215 | 14 | 0.01% | 0.02% | 236 | -2,833 | -92.95% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 220 | 14 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Reduced | 67 | 13 | 0.0% | 0.0% | 237 | -1 | -1.47% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 204 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 180 | 12 | 0.0% | — | 239 | +180 | New | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 165 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 159 | 10 | 0.0% | 0.0% | 241 | -794 | -83.32% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 155 | 10 | 0.0% | — | 242 | +155 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Reduced | 144 | 9 | 0.0% | 0.0% | 243 | -423 | -74.6% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | New | 144 | 9 | 0.0% | — | 244 | +144 | New | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 145 | 9 | 0.0% | 0.0% | 245 | +49 | 51.04% | Q4 2025 | Jan 08, 2026 |
| Triumph Capital Management | History | New | 125 | 8 | 0.0% | — | 247 | +125 | New | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 120 | 8 | 0.0% | — | 249 | +120 | New | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 124 | 8 | 0.0% | 0.0% | 246 | +36 | 40.91% | Q4 2025 | Jan 20, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 108 | 7 | 0.0% | 0.0% | 250 | +1 | 0.93% | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 96 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 84 | 5 | 0.0% | 0.0% | 252 | -78 | -48.15% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 66 | 4 | 0.0% | 0.0% | 253 | +1 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EPG Wealth Management LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 39 | 2 | 0.0% | — | 258 | +39 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 30 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | New | 23 | 1 | 0.0% | — | 261 | +23 | New | Q4 2025 | Jan 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 18 | 1 | 0.0% | — | 262 | +18 | New | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -50,219 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -48,449 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.04% | — | -47,669 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DEEPWATER ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -26,139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -26,135 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -25,940 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cercano Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,446 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,578 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Nikulski Financial, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -15,993 | -100.0% | Q3 2025 | Nov 05, 2025 |
| KKM Financial LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,682 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,422 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,997 | -100.0% | Q3 2025 | Oct 24, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,947 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,798 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Affiance Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,675 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,330 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,282 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,120 | -100.0% | Q3 2025 | Nov 10, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -3,112 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,735 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,105 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -358 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AE Wealth Management LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -292 | -95.74% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Fairscale Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |