iSHARES TRUST - IYM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 467,440 | 71,967 | 0.06% | — | 1 | +467,440 | New | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 303,517 | 46,729 | 0.69% | 0.68% | 2 | -173 | -0.06% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 259,215 | 39,908 | 0.0% | 0.0% | 3 | +32,947 | 14.56% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,534 | 20,866 | 0.0% | 0.0% | 4 | +5,681 | 4.37% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 111,174 | 17,116 | 0.09% | 0.09% | 5 | -2,410 | -2.12% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 101,607 | 15,643 | 0.0% | 0.0% | 6 | +964 | 0.96% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 79,669 | 12,265 | 0.0% | 0.0% | 7 | +1,592 | 2.04% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 74,466 | 11,464 | 0.0% | 0.0% | 8 | +5,170 | 7.46% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 67,428 | 10,381 | 0.01% | 0.01% | 9 | -192 | -0.28% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 53,831 | 8,287 | 0.0% | 0.01% | 10 | -149,982 | -73.59% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,452 | 5,766 | 0.0% | — | 11 | +37,452 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,510 | 5,621 | 0.0% | 0.0% | 12 | -8,106 | -18.17% | Q4 2025 | Mar 25, 2026 |
| Three Seasons Wealth, LLC | History | New | 33,290 | 5,125 | 0.49% | — | 13 | +33,290 | New | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,063 | 4,474 | 0.01% | 0.01% | 14 | -2,759 | -8.67% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 25,400 | 3,910 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,662 | 3,797 | 0.0% | 0.0% | 16 | +6,933 | 39.11% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,353 | 3,749 | 0.0% | 0.0% | 17 | -23,471 | -49.08% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,964 | 3,227 | 0.01% | 0.01% | 18 | -537 | -2.5% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,099 | 3,095 | 0.0% | 0.0% | 19 | +3,129 | 18.44% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 18,847 | 2,901 | 2.55% | — | 20 | +18,847 | New | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 17,300 | 2,663 | 0.02% | 0.01% | 21 | +1,495 | 9.46% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,179 | 2,490 | 0.0% | 0.0% | 22 | -172 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 13,714 | 2,111 | 0.0% | 0.0% | 23 | +1,503 | 12.31% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,068 | 2,012 | 0.01% | 0.0% | 24 | +10,526 | 414.08% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,880 | 1,983 | 0.01% | 0.0% | 25 | +10,186 | 378.1% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 11,377 | 1,855 | 0.23% | 0.23% | 26 | -485 | -4.09% | Q4 2025 | Jan 14, 2026 |
| Composition Wealth, LLC | History | Added to | 11,789 | 1,815 | 0.03% | 0.03% | 27 | +57 | 0.49% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,606 | 1,786 | 0.0% | 0.0% | 28 | +835 | 7.75% | Q4 2025 | Mar 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,364 | 1,441 | 0.05% | 0.05% | 29 | +542 | 6.14% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,193 | 1,415 | 0.0% | 0.0% | 30 | +2,746 | 42.59% | Q4 2025 | Feb 12, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,968 | 1,380 | 0.68% | 0.67% | 31 | -159 | -1.74% | Q4 2025 | Jan 06, 2026 |
| Corient Private Wealth LLC | History | New | 24,088 | 1,353 | 0.0% | — | 32 | +24,088 | New | Q4 2025 | Mar 09, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 8,094 | 1,246 | 0.53% | 0.89% | 33 | +40 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,001 | 1,231 | 0.03% | 0.03% | 34 | -146 | -1.79% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,082 | 1,090 | 0.01% | 0.01% | 35 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 7,052 | 1,083 | 0.01% | 0.01% | 36 | +260 | 3.83% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,793 | 1,045 | 0.0% | 0.0% | 37 | +268 | 4.11% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 6,196 | 953 | 0.01% | 0.01% | 38 | +2,578 | 71.25% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,156 | 947 | 0.01% | 0.0% | 39 | +4,688 | 319.35% | Q4 2025 | Feb 18, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 5,894 | 907 | 0.24% | 0.24% | 40 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 4,642 | 859 | 0.2% | — | 41 | +4,642 | New | Q4 2025 | Feb 24, 2026 |
| Point72 Asset Management, L.P. | History | New | 5,429 | 835 | 0.0% | — | 42 | +5,429 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | New | 5,050 | 777 | 0.0% | — | 44 | +5,050 | New | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,048 | 777 | 0.01% | — | 43 | +5,048 | New | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 4,987 | 767 | 0.02% | 0.01% | 45 | -22 | -0.44% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,841 | 748 | 0.0% | 0.0% | 46 | +8 | 0.17% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,835 | 744 | 0.0% | 0.0% | 47 | -20 | -0.41% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,770 | 734 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,248 | 723 | 0.06% | 0.05% | 49 | +661 | 18.43% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,251 | 654 | 0.0% | 0.0% | 50 | +1,027 | 31.85% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,000 | 652 | 0.0% | 0.0% | 51 | +69 | 1.76% | Q4 2025 | Jan 08, 2026 |
| Simmons Bank | History | Added to | 4,136 | 636 | 0.04% | 0.04% | 52 | +53 | 1.3% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,086 | 629 | 0.0% | 0.0% | 53 | +137 | 3.47% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,906 | 601 | 0.0% | 0.0% | 54 | -62 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Counterweight Ventures, LLC | History | Added to | 3,845 | 591 | 0.33% | 0.33% | 55 | +20 | 0.52% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 3,735 | 575 | 0.0% | 0.0% | 56 | +1,387 | 59.07% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,710 | 571 | 0.0% | 0.0% | 57 | +243 | 7.01% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,694 | 568 | 0.0% | 0.0% | 58 | +244 | 7.07% | Q4 2025 | Feb 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 3,680 | 566 | 0.4% | 0.4% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 3,648 | 561 | 0.01% | 0.01% | 60 | -98 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Essex LLC | History | Reduced | 3,540 | 545 | 0.1% | 0.1% | 61 | -54 | -1.5% | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | No change | 3,500 | 538 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 3,469 | 534 | 0.15% | 0.15% | 63 | -126 | -3.5% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,290 | 511 | 0.02% | — | 64 | +3,289 | 328900.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,276 | 504 | 0.01% | 0.01% | 65 | -240 | -6.83% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,068 | 472 | 0.0% | 0.0% | 66 | +31 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 3,015 | 464 | 0.0% | — | 67 | +3,015 | New | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 2,965 | 456 | 0.01% | 0.01% | 68 | -40 | -1.33% | Q4 2025 | Jan 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,920 | 450 | 0.04% | — | 69 | +2,920 | New | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,870 | 441 | 0.03% | 0.02% | 70 | +1,334 | 86.85% | Q4 2025 | Jan 09, 2026 |
| Wealth Management Partners, LLC | History | Added to | 2,868 | 441 | 0.13% | 0.12% | 71 | +334 | 13.18% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 2,861 | 440 | 0.0% | 0.0% | 72 | +44 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 2,769 | 426 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,730 | 420 | 0.0% | 0.0% | 74 | -269 | -8.97% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,636 | 405 | 0.0% | 0.0% | 75 | +881 | 50.2% | Q4 2025 | Feb 18, 2026 |
| HFG Advisors, Inc. | History | No change | 2,576 | 396 | 0.29% | 0.28% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,567 | 395 | 0.03% | 0.05% | 77 | -1,912 | -42.69% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,566 | 395 | 0.0% | 0.0% | 79 | +1,552 | 153.06% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 2,570 | 395 | 0.01% | 0.01% | 80 | -293 | -10.23% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 2,570 | 395 | 0.0% | 0.0% | 78 | +4 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 2,445 | 376 | 0.07% | 0.07% | 81 | -54 | -2.16% | Q4 2025 | Jan 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,383 | 366 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 2,348 | 361 | 0.01% | 0.01% | 83 | -102 | -4.16% | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 2,310 | 355 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,269 | 349 | 0.05% | 0.04% | 85 | +160 | 7.59% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Reduced | 2,257 | 347 | 0.19% | 0.15% | 86 | -503 | -18.22% | Q4 2025 | Feb 02, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 2,257 | 347 | 0.28% | 0.27% | 87 | -22 | -0.97% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,232 | 343 | 0.0% | 0.0% | 88 | -74 | -3.21% | Q4 2025 | Feb 18, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,183 | 336 | 0.04% | 0.04% | 89 | +11 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,104 | 323 | 0.12% | 0.13% | 91 | -314 | -12.99% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 2,103 | 323 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 2,087 | 321 | 0.01% | — | 93 | +2,087 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,087 | 321 | 0.0% | 0.0% | 94 | +329 | 18.71% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 2,088 | 321 | 0.01% | 0.01% | 92 | -134 | -6.03% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,067 | 318 | 0.01% | 0.01% | 95 | -1 | -0.05% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,053 | 316 | 0.01% | 0.01% | 96 | +460 | 28.88% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,042 | 314 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,035 | 313 | 0.02% | 0.02% | 98 | +90 | 4.63% | Q4 2025 | Jan 07, 2026 |
| Virtue Capital Management, LLC | History | New | 1,972 | 308 | 0.05% | — | 100 | +1,972 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 2,001 | 308 | 0.0% | 0.0% | 99 | +28 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 1,910 | 294 | 0.01% | 0.01% | 101 | +163 | 9.33% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,903 | 293 | 0.0% | 0.0% | 102 | -147 | -7.17% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,821 | 280 | 0.0% | 0.0% | 103 | +1,651 | 971.18% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,663 | 271 | 0.01% | 0.01% | 104 | -837 | -33.48% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,750 | 269 | 0.0% | 0.0% | 105 | -3,600 | -67.29% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,743 | 268 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | New | 1,737 | 267 | 0.01% | — | 107 | +1,737 | New | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,713 | 263 | 0.0% | — | 108 | +1,713 | New | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,669 | 256 | 0.0% | 0.0% | 109 | -36 | -2.11% | Q4 2025 | Feb 03, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 1,650 | 254 | 0.12% | 0.11% | 110 | +8 | 0.49% | Q4 2025 | Jan 28, 2026 |
| Busey Bank | History | Reduced | 1,532 | 235 | 0.01% | 0.01% | 111 | -16 | -1.03% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 1,512 | 233 | 0.0% | 0.0% | 112 | -35 | -2.26% | Q4 2025 | Jan 26, 2026 |
| Titan Wealth (CI) Ltd | History | New | 1,500 | 230 | 0.09% | — | 114 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,500 | 230 | 0.04% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,458 | 224 | 0.0% | — | 115 | +1,458 | New | Q4 2025 | Feb 18, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 1,448 | 222 | 0.09% | 0.08% | 116 | +7 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | New | 1,438 | 221 | 0.01% | — | 117 | +1,438 | New | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,434 | 220 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 1,394 | 214 | 0.05% | 0.05% | 119 | -27 | -1.9% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,386 | 213 | 0.0% | 0.0% | 120 | -26 | -1.84% | Q4 2025 | Feb 06, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,365 | 209 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PINKERTON WEALTH, LLC | History | New | 1,312 | 201 | 0.02% | — | 122 | +1,312 | New | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,230 | 189 | 0.02% | 0.02% | 124 | -15 | -1.2% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,229 | 189 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 1,199 | 184 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,171 | 180 | 0.0% | 0.0% | 126 | +387 | 49.36% | Q4 2025 | Feb 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 1,100 | 169 | 0.0% | 0.0% | 127 | -200 | -15.38% | Q4 2025 | Feb 11, 2026 |
| Piscataqua Savings Bank | History | No change | 1,020 | 157 | 0.11% | 0.12% | 128 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,014 | 156 | 0.06% | 0.06% | 129 | -100 | -8.98% | Q4 2025 | Jan 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,000 | 153 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 947 | 145 | 0.13% | — | 131 | +947 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 794 | 122 | 0.0% | 0.0% | 132 | +337 | 73.74% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 717 | 110 | 0.0% | — | 133 | +717 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 695 | 107 | 0.0% | 0.0% | 134 | +22 | 3.27% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 620 | 95 | 0.0% | 0.0% | 135 | +210 | 51.22% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 617 | 94 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 598 | 92 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lodestone Wealth Management LLC | History | New | 556 | 85 | 0.03% | — | 138 | +556 | New | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 528 | 81 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 490 | 75 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Truvestments Capital LLC | History | No change | 475 | 73 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 473 | 72 | 0.0% | 0.0% | 142 | -419 | -46.97% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 462 | 71 | 0.01% | 0.01% | 143 | -33 | -6.67% | Q4 2025 | Jan 28, 2026 |
| Providence Capital Advisors, LLC | History | No change | 376 | 57 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 350 | 53 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 53 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Field & Main Bank | History | Reduced | 315 | 48 | 0.01% | 0.01% | 147 | -20 | -5.97% | Q4 2025 | Jan 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 250 | 44 | 0.03% | — | 148 | +250 | New | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 254 | 39 | 0.02% | — | 149 | +254 | New | Q4 2025 | Feb 18, 2026 |
| New Republic Capital, LLC | History | Added to | 250 | 38 | 0.01% | 0.01% | 151 | +70 | 38.89% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | No change | 250 | 38 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 242 | 37 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 232 | 35 | 0.02% | — | 155 | +232 | New | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 230 | 35 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 230 | 35 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 216 | 33 | 0.0% | 0.0% | 156 | -23 | -9.62% | Q4 2025 | Jan 13, 2026 |
| BankPlus Trust Department | History | No change | 214 | 32 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | No change | 200 | 31 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 185 | 28 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 180 | 27 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 177 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 176 | 27 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 172 | 26 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 160 | 24 | 0.0% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 24 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 140 | 21 | 0.0% | — | 166 | +140 | New | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 134 | 20 | 0.0% | — | 167 | +134 | New | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 130 | 20 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 120 | 18 | 0.0% | 0.0% | 171 | +7 | 6.19% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | No change | 123 | 18 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 118 | 18 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 110 | 16 | 0.01% | — | 172 | +110 | New | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 110 | 16 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 105 | 16 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Front Row Advisors LLC | History | No change | 110 | 16 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Davis Capital Management | History | No change | 88 | 13 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MTM Investment Management, LLC | History | No change | 85 | 13 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Reduced | 71 | 11 | 0.0% | 0.0% | 180 | -79 | -52.67% | Q4 2025 | Feb 02, 2026 |
| Reflection Asset Management | History | New | 73 | 11 | 0.01% | — | 182 | +73 | New | Q4 2025 | Mar 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75 | 11 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 72 | 11 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 70 | 10 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 55 | 9 | 0.0% | — | 184 | +55 | New | Q4 2025 | Jan 21, 2026 |
| Clark Wealth Partners | History | No change | 63 | 9 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 55 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 45 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 38 | 5 | 0.0% | — | 188 | +38 | New | Q4 2025 | Feb 03, 2026 |
| SouthState Bank Corp | History | No change | 30 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8 | 1 | 0.0% | 0.0% | 193 | -409 | -98.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,721 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADELL HARRIMAN & CARPENTER INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,587 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,374 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q3 2025 | Nov 03, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -276 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Commonwealth Retirement Investments LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Arax Advisory Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |