iSHARES TRUST - IYR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 6,842,344 | 642,427 | 0.1% | 0.09% | 1 | +1,026,687 | 17.65% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 6,260,125 | 587,763 | 0.14% | 0.13% | 2 | +88,864 | 1.44% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 4,245,726 | 399,722 | 0.2% | — | 3 | +4,245,726 | New | Q4 2025 | Mar 20, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,437,596 | 322,755 | 1.55% | — | 4 | +3,437,596 | New | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 2,942,928 | 276,312 | 0.03% | — | 5 | +2,942,928 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,687,434 | 252,323 | 0.02% | 0.02% | 6 | -481,837 | -15.2% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,680,793 | 251,699 | 0.04% | 0.05% | 7 | -568,042 | -17.48% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,622,472 | 246,223 | 0.03% | 0.03% | 8 | -157,253 | -5.66% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,126,334 | 199,641 | 0.09% | 0.13% | 9 | -330,237 | -13.44% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 1,958,154 | 183,851 | 0.08% | 0.06% | 10 | +522,023 | 36.35% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,922,107 | 180,466 | 0.03% | 0.02% | 11 | +449,878 | 30.56% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 1,713,403 | 160,871 | 0.23% | — | 12 | +1,713,403 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,300,822 | 122,134 | 0.01% | 0.04% | 13 | -1,671,070 | -56.23% | Q4 2025 | Mar 25, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Reduced | 1,196,577 | 112,347 | 0.9% | 0.95% | 14 | -106,400 | -8.17% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,146,651 | 107,659 | 0.01% | 0.01% | 15 | -458,974 | -28.59% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 734,378 | 68,950 | 0.06% | 0.05% | 16 | +144,353 | 24.47% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 644,927 | 60,552 | 0.01% | — | 17 | +644,927 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 638,455 | 59,944 | 0.0% | 0.0% | 18 | +16,542 | 2.66% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 624,548 | 58,638 | 0.01% | 0.01% | 19 | +111,386 | 21.71% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 379,559 | 35,636 | 0.04% | 0.05% | 20 | -15,841 | -4.01% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 376,359 | 35,336 | 0.02% | 0.02% | 21 | -16,680 | -4.24% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 373,524 | 35,070 | 0.05% | 0.06% | 22 | +5,557 | 1.51% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 364,039 | 34,179 | 0.01% | 0.0% | 23 | +305,885 | 525.99% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 340,889 | 32,006 | 0.01% | 0.01% | 24 | -6,040 | -1.74% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 325,997 | 30,607 | 0.02% | 0.02% | 25 | +920 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Jain Global LLC | History | Added to | 300,000 | 28,167 | 0.14% | 0.06% | 27 | +171,233 | 132.98% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 300,000 | 28,167 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONNABLE OFFICE INC | History | Added to | 299,557 | 28,125 | 2.58% | 2.65% | 28 | +5,112 | 1.74% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 246,434 | 23,137 | 0.04% | 0.06% | 29 | -72,543 | -22.74% | Q4 2025 | Feb 10, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 243,000 | 22,815 | 1.5% | 1.46% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 236,720 | 22,225 | 0.09% | — | 31 | +236,720 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 204,103 | 19,163 | 0.01% | 0.01% | 32 | +2,075 | 1.03% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 201,187 | 18,888 | 0.0% | 0.0% | 33 | +9,651 | 5.04% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 185,550 | 17,421 | 0.03% | 171.0% | 34 | -193,843 | -51.09% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 183,801 | 17,257 | 0.6% | 0.54% | 35 | +26,150 | 16.59% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 180,647 | 16,960 | 0.01% | 0.01% | 36 | +69,587 | 62.66% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 180,632 | 16,960 | 0.02% | 0.04% | 37 | +64,811 | 55.96% | Q4 2025 | Jan 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 165,951 | 15,581 | 1.19% | 1.2% | 38 | +8,671 | 5.51% | Q4 2025 | Jan 07, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 159,701 | 14,994 | 0.03% | 0.0% | 39 | +156,400 | 4737.96% | Q4 2025 | Feb 17, 2026 |
| Global Endowment Management, LP | History | Added to | 158,940 | 14,923 | 1.86% | 1.65% | 40 | +22,860 | 16.8% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 154,316 | 14,488 | 0.02% | — | 41 | +154,316 | New | Q4 2025 | Feb 17, 2026 |
| Financial Advisory Corp | History | Added to | 147,355 | 13,835 | 2.01% | 2.04% | 42 | +4,789 | 3.36% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 143,909 | 13,511 | 0.0% | 0.0% | 43 | +1,053 | 0.74% | Q4 2025 | Feb 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 127,151 | 11,938 | 0.21% | 0.22% | 44 | +818 | 0.65% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 123,209 | 11,568 | 0.0% | 0.0% | 45 | -6,995 | -5.37% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 122,614 | 11,512 | 0.03% | 0.03% | 46 | +8,640 | 7.58% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 122,380 | 11,490 | 0.01% | 0.01% | 47 | +59,364 | 94.2% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 112,443 | 10,557 | 0.01% | 0.02% | 48 | -76,272 | -40.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 112,063 | 10,521 | 0.0% | 0.0% | 49 | +11,030 | 10.92% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 109,200 | 10,252 | 0.03% | 0.05% | 50 | -74,700 | -40.62% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 94,456 | 8,868 | 0.0% | 0.0% | 51 | +88,935 | 1610.85% | Q4 2025 | Feb 02, 2026 |
| DDFG, Inc | History | Added to | 92,521 | 8,686 | 1.9% | 2.03% | 52 | +2,080 | 2.3% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 88,782 | 8,335 | 0.02% | 0.02% | 53 | -14,034 | -13.65% | Q4 2025 | Mar 16, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 86,140 | 8,087 | 1.13% | 1.12% | 54 | +7,697 | 9.81% | Q4 2025 | Jan 06, 2026 |
| Squarepoint Ops LLC | History | Reduced | 86,100 | 8,083 | 0.01% | 0.01% | 55 | -13,300 | -13.38% | Q4 2025 | Feb 13, 2026 |
| Maven Securities LTD | History | Reduced | 79,871 | 7,503 | 0.17% | 0.24% | 56 | -19,750 | -19.83% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 71,184 | 6,683 | 0.1% | 0.64% | 57 | -364,784 | -83.67% | Q4 2025 | Feb 17, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 68,864 | 6,465 | 1.15% | 1.15% | 58 | -373 | -0.54% | Q4 2025 | Jan 14, 2026 |
| Omega Financial Group, LLC | History | Added to | 66,072 | 6,203 | 2.04% | 0.17% | 59 | +60,807 | 1154.93% | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 63,800 | 5,990 | 0.01% | 0.01% | 60 | -6,400 | -9.12% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 63,244 | 5,937 | 0.06% | 0.07% | 61 | -70 | -0.11% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 57,696 | 5,417 | 0.3% | 0.31% | 62 | +1,631 | 2.91% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 57,564 | 5,404 | 0.01% | 0.01% | 63 | +1,132 | 2.01% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 54,714 | 5,137 | 0.36% | 0.12% | 64 | +38,196 | 231.24% | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 54,622 | 5,128 | 0.1% | 0.12% | 65 | -5,822 | -9.63% | Q4 2025 | Feb 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 53,531 | 5,025 | 0.72% | 0.77% | 66 | -31 | -0.06% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,303 | 5,005 | 0.01% | 0.02% | 67 | -8,368 | -13.57% | Q4 2025 | Feb 05, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 53,065 | 4,982 | 2.47% | 2.51% | 68 | +3,426 | 6.9% | Q4 2025 | Jan 22, 2026 |
| Verition Fund Management LLC | History | Added to | 52,433 | 4,922 | 0.02% | 0.0% | 69 | +47,854 | 1045.08% | Q4 2025 | Feb 13, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 51,797 | 4,863 | 1.47% | — | 70 | +51,797 | New | Q4 2025 | Feb 10, 2026 |
| Allie Family Office LLC | History | Added to | 50,499 | 4,737 | 2.21% | 2.32% | 71 | +131 | 0.26% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 50,014 | 4,695 | 0.01% | 0.01% | 72 | -5,682 | -10.2% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 49,325 | 4,631 | 0.01% | 0.01% | 73 | -35 | -0.07% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 49,208 | 4,620 | 0.01% | 0.01% | 74 | -227 | -0.46% | Q4 2025 | Feb 02, 2026 |
| J. Goldman & Co LP | History | Reduced | 46,342 | 4,351 | 0.11% | 0.56% | 75 | -181,449 | -79.66% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Reduced | 45,438 | 4,266 | 0.25% | 0.28% | 76 | -1,815 | -3.84% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 41,321 | 3,879 | 0.07% | 0.08% | 77 | +1,164 | 2.9% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 41,005 | 3,849 | 0.05% | 0.05% | 78 | -5,367 | -11.57% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,357 | 3,791 | 0.01% | 0.01% | 79 | -14,669 | -26.66% | Q4 2025 | Feb 17, 2026 |
| Greenland Capital Management LP | History | Reduced | 40,000 | 3,755 | 0.4% | 0.87% | 81 | -50,000 | -55.56% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Added to | 39,995 | 3,755 | 0.38% | 0.4% | 80 | +363 | 0.92% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,805 | 3,737 | 0.0% | 0.01% | 82 | -5,894 | -12.9% | Q4 2025 | Feb 06, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 39,223 | 3,682 | 1.0% | 1.33% | 83 | -12,068 | -23.53% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,089 | 3,545 | 0.0% | 0.0% | 84 | +6,610 | 21.0% | Q4 2025 | Mar 09, 2026 |
| Pictet North America Advisors SA | History | No change | 37,434 | 3,514 | 0.33% | 0.34% | 85 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Walleye Trading LLC | History | Reduced | 37,200 | 3,492 | 0.0% | 0.01% | 86 | -6,671 | -15.21% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 36,932 | 3,467 | 0.18% | 0.14% | 87 | +8,906 | 31.78% | Q4 2025 | Jan 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 36,000 | 3,380 | 0.37% | 0.4% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 35,036 | 3,289 | 1.03% | 1.13% | 89 | -187 | -0.53% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 34,942 | 3,280 | 0.04% | 0.04% | 90 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Allegheny Financial Group | History | Reduced | 34,713 | 3,259 | 0.48% | 0.64% | 91 | -435 | -1.24% | Q4 2025 | Feb 02, 2026 |
| Fairway Wealth LLC | History | Added to | 34,516 | 3,240 | 0.87% | 0.94% | 92 | +35 | 0.1% | Q4 2025 | Jan 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 34,141 | 3,205 | 1.46% | 1.49% | 93 | +2,252 | 7.06% | Q4 2025 | Jan 16, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 32,811 | 3,080 | 0.49% | 0.34% | 94 | +13,981 | 74.25% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | Reduced | 32,000 | 3,004 | 0.02% | 0.06% | 95 | -30,100 | -48.47% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 31,384 | 2,946 | 0.07% | 0.03% | 96 | +19,614 | 166.64% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 30,696 | 2,882 | 0.04% | — | 97 | +30,696 | New | Q4 2025 | Feb 02, 2026 |
| TCM Advisors, LLC | History | Reduced | 30,593 | 2,872 | 0.22% | 0.31% | 98 | -228 | -0.74% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 30,509 | 2,864 | 0.05% | 0.05% | 99 | +7,316 | 31.54% | Q4 2025 | Feb 19, 2026 |
| Volterra Technologies LP | History | Reduced | 30,200 | 2,835 | 0.29% | 0.78% | 100 | -63,311 | -67.7% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 29,229 | 2,744 | 0.15% | 0.17% | 101 | -181 | -0.62% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,960 | 2,719 | 0.02% | 0.03% | 102 | -5,952 | -17.05% | Q4 2025 | Feb 17, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 28,362 | 2,662 | 0.51% | 0.52% | 103 | +1,161 | 4.27% | Q4 2025 | Jan 21, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 27,536 | 2,661 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 28,040 | 2,632 | 0.07% | 0.07% | 105 | -185 | -0.66% | Q4 2025 | Feb 03, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 27,901 | 2,619 | 0.69% | 1.37% | 106 | -24,355 | -46.61% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,899 | 2,547 | 0.17% | 0.2% | 107 | -1,245 | -4.42% | Q4 2025 | Jan 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 26,690 | 2,541 | 1.72% | — | 108 | +26,690 | New | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | Reduced | 26,800 | 2,516 | 0.0% | 0.01% | 109 | -29,200 | -52.14% | Q4 2025 | Mar 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,214 | 2,484 | 0.0% | 0.0% | 110 | -1,045 | -3.83% | Q4 2025 | Jan 08, 2026 |
| Glenview Trust Co | History | Reduced | 26,443 | 2,482 | 0.04% | 0.04% | 111 | -297 | -1.11% | Q4 2025 | Feb 09, 2026 |
| Naviter Wealth, LLC | History | Reduced | 26,164 | 2,456 | 0.32% | 0.42% | 112 | -10,877 | -29.36% | Q4 2025 | Jan 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 25,535 | 2,397 | 0.45% | 0.47% | 113 | +671 | 2.7% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 25,519 | 2,395 | 0.01% | 0.01% | 114 | +6,119 | 31.54% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,048 | 2,351 | 0.01% | 0.01% | 115 | +354 | 1.43% | Q4 2025 | Feb 13, 2026 |
| SIG BROKERAGE, LP | History | New | 25,000 | 2,347 | 0.07% | — | 116 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| KM Capital Management Ltd. | History | Reduced | 24,974 | 2,344 | 1.2% | 1.12% | 117 | -22 | -0.09% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 24,430 | 2,294 | 0.1% | 0.04% | 118 | +14,447 | 144.72% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,958 | 2,061 | 0.0% | 0.0% | 119 | -804 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 21,882 | 2,054 | 0.9% | 0.9% | 120 | +1,476 | 7.23% | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | Reduced | 21,764 | 2,043 | 0.07% | 0.1% | 121 | -4,612 | -17.49% | Q4 2025 | Feb 13, 2026 |
| NEPC LLC | History | Added to | 21,747 | 2,041 | 0.04% | 0.06% | 122 | +194 | 0.9% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 21,562 | 2,024 | 0.0% | 0.0% | 123 | -694 | -3.12% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 20,769 | 1,950 | 0.33% | 0.36% | 124 | -632 | -2.95% | Q4 2025 | Jan 20, 2026 |
| Broadview Financial Management, LLC | History | Added to | 20,680 | 1,941 | 1.3% | 1.23% | 125 | +1,892 | 10.07% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Added to | 20,644 | 1,938 | 0.05% | 0.03% | 126 | +10,529 | 104.09% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 20,439 | 1,919 | 0.01% | 0.01% | 127 | +155 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Canton Hathaway, LLC | History | Added to | 20,422 | 1,917 | 0.37% | 0.36% | 128 | +1,073 | 5.55% | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20,417 | 1,916 | 0.04% | 0.05% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 20,239 | 1,903 | 0.01% | 0.02% | 130 | -9,633 | -32.25% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | Added to | 19,390 | 1,820 | 0.11% | 0.11% | 131 | +678 | 3.62% | Q4 2025 | Jan 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,349 | 1,816 | 0.69% | 0.66% | 132 | +1,866 | 10.67% | Q4 2025 | Jan 13, 2026 |
| Cordant, Inc. | History | Reduced | 19,334 | 1,815 | 0.76% | 0.88% | 133 | -643 | -3.22% | Q4 2025 | Jan 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,791 | 1,764 | 0.0% | 0.0% | 134 | -163 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Gray Private Wealth, LLC | History | Added to | 18,728 | 1,758 | 0.86% | 0.85% | 135 | +1,346 | 7.74% | Q4 2025 | Feb 04, 2026 |
| First Citizens Financial Corp | History | Reduced | 18,708 | 1,756 | 0.87% | 0.97% | 136 | -1,502 | -7.43% | Q4 2025 | Jan 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,703 | 1,755 | 0.06% | 0.07% | 137 | +261 | 1.42% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | No change | 18,419 | 1,729 | 0.09% | 0.1% | 138 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 18,302 | 1,718 | 0.06% | — | 139 | +18,302 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 17,588 | 1,651 | 0.03% | 0.04% | 140 | -2,474 | -12.33% | Q4 2025 | Feb 06, 2026 |
| Garde Capital, Inc. | History | Added to | 17,186 | 1,613 | 0.1% | 0.08% | 141 | +78 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Marex Group plc | History | New | 16,610 | 1,559 | 0.01% | — | 142 | +16,610 | New | Q4 2025 | Feb 12, 2026 |
| Embree Financial Group | History | Reduced | 16,517 | 1,550 | 0.19% | 0.24% | 143 | -1,914 | -10.38% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | New | 16,206 | 1,521 | 0.03% | — | 144 | +16,206 | New | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 15,940 | 1,498 | 0.99% | 1.01% | 145 | -298 | -1.84% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 15,449 | 1,497 | 0.0% | 0.0% | 146 | +518 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 15,337 | 1,463 | 0.82% | 0.8% | 147 | +303 | 2.02% | Q4 2025 | Jan 14, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 15,237 | 1,430 | 0.23% | 0.26% | 148 | +15 | 0.1% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,882 | 1,397 | 0.01% | 0.01% | 149 | -294 | -1.94% | Q4 2025 | Feb 17, 2026 |
| CTC Alternative Strategies, Ltd. | History | New | 14,600 | 1,370 | 2.57% | — | 150 | +14,600 | New | Q4 2025 | Feb 18, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 14,254 | 1,338 | 0.82% | 0.87% | 151 | -40 | -0.28% | Q4 2025 | Jan 22, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 14,027 | 1,316 | 0.27% | 0.21% | 152 | +3,595 | 34.46% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,645 | 1,281 | 0.08% | 0.09% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,272 | 1,246 | 0.06% | 0.06% | 154 | -1,435 | -9.76% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,013 | 1,222 | 0.01% | 0.01% | 155 | -3,115 | -19.31% | Q4 2025 | Jan 05, 2026 |
| Creative Planning | History | Reduced | 12,768 | 1,198 | 0.0% | 0.0% | 156 | -1,201 | -8.6% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,735 | 1,195 | 0.01% | 0.01% | 157 | -400 | -3.05% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Reduced | 12,693 | 1,191 | 0.01% | 0.01% | 158 | -471 | -3.58% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 12,656 | 1,188 | 0.01% | 0.01% | 159 | +189 | 1.52% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,421 | 1,166 | 0.04% | 0.04% | 160 | +609 | 5.16% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,220 | 1,147 | 0.0% | 0.0% | 161 | -41 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 12,111 | 1,137 | 0.01% | — | 162 | +12,111 | New | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,954 | 1,122 | 0.06% | 0.05% | 163 | +1,806 | 17.8% | Q4 2025 | Mar 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,694 | 1,097 | 0.02% | 0.03% | 164 | +64 | 0.55% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 11,671 | 1,095 | 0.02% | 0.01% | 165 | +8,658 | 287.35% | Q4 2025 | Jan 21, 2026 |
| HB Wealth Management, LLC | History | Reduced | 11,605 | 1,089 | 0.01% | 0.01% | 166 | -83 | -0.71% | Q4 2025 | Jan 28, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 11,440 | 1,074 | 0.4% | 0.47% | 167 | -721 | -5.93% | Q4 2025 | Feb 10, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 11,431 | 1,073 | 0.14% | 0.22% | 168 | -5,826 | -33.76% | Q4 2025 | Feb 13, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 11,307 | 1,061 | 0.24% | 0.25% | 169 | -341 | -2.93% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,028 | 1,035 | 0.05% | 0.05% | 170 | -34 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 11,020 | 1,034 | 0.0% | — | 171 | +11,020 | New | Q4 2025 | Feb 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,644 | 999 | 0.0% | 0.0% | 172 | +169 | 1.61% | Q4 2025 | Feb 12, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 10,634 | 998 | 0.48% | 0.45% | 173 | +1,342 | 14.44% | Q4 2025 | Jan 14, 2026 |
| Finley Financial, LLC | History | Reduced | 10,585 | 993 | 0.45% | 0.49% | 174 | -280 | -2.58% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,558 | 991 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,483 | 984 | 0.05% | 0.05% | 176 | +441 | 4.39% | Q4 2025 | Jan 20, 2026 |
| Walleye Capital LLC | History | New | 10,444 | 980 | 0.0% | — | 177 | +10,444 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,161 | 954 | 0.04% | 0.04% | 178 | +380 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 10,118 | 950 | 0.22% | 0.24% | 179 | -288 | -2.77% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,107 | 948 | 0.0% | 0.0% | 180 | +531 | 5.55% | Q4 2025 | Feb 17, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | New | 10,055 | 944 | 0.05% | — | 181 | +10,055 | New | Q4 2025 | Feb 17, 2026 |
| Crossingbridge Advisors, LLC | History | Added to | 10,000 | 943 | 0.27% | 0.12% | 182 | +7,500 | 300.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 10,000 | 938 | 0.93% | — | 183 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 9,900 | 929 | 0.0% | 0.0% | 184 | +5,800 | 141.46% | Q4 2025 | Feb 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 9,869 | 926 | 0.12% | 0.14% | 185 | -740 | -6.98% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,793 | 919 | 0.01% | — | 186 | +9,793 | New | Q4 2025 | Feb 18, 2026 |
| Faithward Advisors, LLC | History | Added to | 9,465 | 888 | 0.13% | 0.13% | 187 | +629 | 7.12% | Q4 2025 | Feb 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 9,350 | 877 | 0.09% | 0.1% | 188 | -225 | -2.35% | Q4 2025 | Jan 20, 2026 |
| TradeLink Capital LLC | History | New | 9,200 | 864 | 6.91% | — | 189 | +9,200 | New | Q4 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | No change | 9,176 | 861 | 0.06% | 0.07% | 190 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 9,055 | 850 | 0.6% | 0.67% | 191 | -68 | -0.75% | Q4 2025 | Jan 23, 2026 |
| DRW Securities, LLC | History | Added to | 8,923 | 837 | 0.02% | 0.01% | 192 | +1,680 | 23.19% | Q4 2025 | Feb 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 8,924 | 837 | 0.15% | 0.14% | 193 | +1,302 | 17.08% | Q4 2025 | Jan 29, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 8,765 | 822 | 0.02% | 0.03% | 194 | -900 | -9.31% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,634 | 810 | 0.03% | 0.04% | 195 | +236 | 2.81% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,566 | 804 | 0.0% | 0.0% | 196 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,561 | 803 | 0.01% | 0.01% | 198 | +420 | 5.16% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 8,558 | 803 | 0.01% | 0.01% | 197 | +156 | 1.86% | Q4 2025 | Feb 06, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 8,362 | 785 | 0.03% | 0.03% | 199 | -174 | -2.04% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,164 | 766 | 0.0% | 0.0% | 200 | +534 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | Added to | 8,168 | 766 | 0.32% | 0.35% | 201 | +4 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,961 | 748 | 0.0% | 0.0% | 202 | -68 | -0.85% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 7,936 | 745 | 0.0% | 0.0% | 203 | +261 | 3.4% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Added to | 7,900 | 741 | 0.0% | 0.0% | 204 | +4,500 | 132.35% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 7,718 | 724 | 0.02% | 0.15% | 205 | -61,776 | -88.89% | Q4 2025 | Feb 04, 2026 |
| MARSHALL WACE, LLP | History | Added to | 7,720 | 724 | 0.0% | 0.0% | 206 | +1,728 | 28.84% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 7,615 | 715 | 0.04% | 0.05% | 207 | -1,012 | -11.73% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Reduced | 7,614 | 714 | 0.0% | 0.0% | 208 | -86 | -1.12% | Q4 2025 | Jan 30, 2026 |
| Keel Point, LLC | History | Reduced | 7,539 | 707 | 0.04% | 0.05% | 209 | -34 | -0.45% | Q4 2025 | Feb 12, 2026 |
| Courage Miller Partners, LLC | History | Added to | 7,512 | 705 | 0.21% | 0.21% | 210 | +343 | 4.78% | Q4 2025 | Jan 26, 2026 |
| Headlands Technologies LLC | History | Added to | 7,430 | 697 | 0.06% | 0.04% | 211 | +2,753 | 58.86% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 7,175 | 696 | 0.25% | 0.3% | 212 | +45 | 0.63% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 7,314 | 686 | 0.22% | 0.21% | 213 | +804 | 12.35% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 7,270 | 682 | 0.4% | 0.25% | 214 | +3,447 | 90.16% | Q4 2025 | Feb 10, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 7,047 | 661 | 0.04% | 0.05% | 215 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 6,980 | 655 | 0.22% | 0.21% | 217 | +724 | 11.57% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,985 | 655 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Reduced | 6,908 | 650 | 0.04% | 0.04% | 218 | -8 | -0.12% | Q4 2025 | Feb 04, 2026 |
| American Wealth Advisors, LLC | History | Added to | 6,905 | 648 | 0.64% | 0.66% | 219 | +53 | 0.77% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 6,849 | 643 | 0.01% | 0.01% | 220 | -39 | -0.57% | Q4 2025 | Jan 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 6,805 | 638 | 0.11% | 0.1% | 221 | +1,090 | 19.07% | Q4 2025 | Feb 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,790 | 637 | 0.23% | 0.24% | 222 | -30 | -0.44% | Q4 2025 | Jan 09, 2026 |
| Krilogy Financial LLC | History | Added to | 6,496 | 623 | 0.02% | 0.02% | 223 | +11 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,613 | 620 | 0.01% | 0.02% | 224 | -8,622 | -56.59% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,580 | 617 | 0.0% | 0.0% | 225 | +1,315 | 24.98% | Q4 2025 | Feb 12, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 6,557 | 615 | 0.07% | 0.07% | 226 | -95 | -1.43% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,501 | 610 | 0.2% | 0.18% | 227 | +579 | 9.78% | Q4 2025 | Jan 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 6,329 | 594 | 0.08% | 0.09% | 228 | -270 | -4.09% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,246 | 586 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 6,212 | 583 | 0.11% | 0.01% | 230 | -355 | -5.41% | Q4 2025 | Mar 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,208 | 582 | 0.01% | 0.01% | 231 | -333 | -5.09% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,250 | 567 | 0.01% | 0.01% | 232 | -676 | -9.76% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,997 | 563 | 0.0% | 0.0% | 233 | +1,494 | 33.18% | Q4 2025 | Feb 17, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 5,913 | 555 | 0.08% | 0.09% | 234 | +1 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,879 | 552 | 0.0% | 0.0% | 235 | -698 | -10.61% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | Added to | 5,858 | 550 | 0.02% | 0.01% | 236 | +2,514 | 75.18% | Q4 2025 | Feb 13, 2026 |
| WealthNavi Inc. | History | Added to | 5,838,937 | 548 | 4.84% | 4.76% | 237 | +540,270 | 10.2% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,656 | 531 | 0.01% | 0.01% | 238 | +1,537 | 37.31% | Q4 2025 | Jan 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 5,571 | 523 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,566 | 522 | 0.03% | 0.04% | 240 | -73 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,542 | 520 | 0.04% | 0.05% | 241 | -448 | -7.48% | Q4 2025 | Jan 23, 2026 |
| Belvedere Trading LLC | History | New | 5,499 | 516 | 0.0% | — | 242 | +5,499 | New | Q4 2025 | Feb 10, 2026 |
| Independence Wealth Advisors, LLC | History | New | 5,407 | 507 | 0.29% | — | 243 | +5,407 | New | Q4 2025 | Jan 09, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 5,285 | 496 | 0.45% | 0.46% | 245 | +400 | 8.19% | Q4 2025 | Jan 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 5,286 | 496 | 0.01% | 0.01% | 244 | -27 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,275 | 495 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HCR Wealth Advisors | History | No change | 5,265 | 494 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 5,220 | 490 | 0.14% | 0.15% | 248 | +108 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,210 | 489 | 0.01% | 0.02% | 249 | -7,980 | -60.5% | Q4 2025 | Jan 23, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 5,185 | 486 | 0.07% | 0.07% | 250 | +15 | 0.29% | Q4 2025 | Jan 27, 2026 |
| Sava Infond d.o.o. | History | Added to | 5,100 | 478 | 0.06% | 0.04% | 252 | +1,900 | 59.38% | Q4 2025 | Jan 29, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,100 | 478 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 5,076 | 476 | 0.0% | 0.0% | 254 | +2,413 | 90.61% | Q4 2025 | Jan 26, 2026 |
| VANGUARD GROUP INC | History | No change | 5,079 | 476 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,058 | 474 | 0.0% | 0.0% | 255 | +1,325 | 35.49% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | Reduced | 5,038 | 472 | 0.12% | 0.2% | 256 | -2,770 | -35.48% | Q4 2025 | Jan 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 5,000 | 469 | 0.0% | — | 259 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | New | 5,000 | 469 | 0.0% | — | 260 | +5,000 | New | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,005 | 469 | 0.0% | 0.0% | 257 | +665 | 15.32% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | No change | 4,993 | 469 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 4,923 | 462 | 0.25% | 0.23% | 261 | +635 | 14.81% | Q4 2025 | Jan 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,845 | 454 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 4,809 | 451 | 0.03% | 0.02% | 263 | +1,588 | 49.3% | Q4 2025 | Jan 27, 2026 |
| DV Trading LLC | History | New | 4,740 | 449 | 0.01% | — | 264 | +4,740 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,777 | 448 | 0.01% | 0.01% | 265 | -838 | -14.92% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,771 | 447 | 0.01% | 0.01% | 266 | -1,349 | -22.04% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,746 | 445 | 0.03% | 0.04% | 267 | -73 | -1.51% | Q4 2025 | Jan 29, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 4,710 | 442 | 0.46% | 0.45% | 268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,678 | 439 | 0.02% | 0.03% | 269 | -246 | -5.0% | Q4 2025 | Feb 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 4,661 | 437 | 0.08% | 0.08% | 270 | -162 | -3.36% | Q4 2025 | Feb 02, 2026 |
| SACHEM HILL LLC | History | Reduced | 4,595 | 431 | 0.08% | 0.09% | 271 | -67 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 4,548 | 427 | 0.03% | — | 274 | +4,548 | New | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Reduced | 4,554 | 427 | 0.0% | 0.0% | 272 | -612 | -11.85% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,549 | 427 | 0.01% | 0.01% | 273 | -190 | -4.01% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 4,463 | 419 | 0.01% | 0.01% | 275 | +3 | 0.07% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,463 | 419 | 0.02% | 0.03% | 276 | +3 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,429 | 415 | 0.0% | 0.0% | 277 | -4,429 | -50.0% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,386 | 411 | 0.05% | 0.05% | 278 | +469 | 11.97% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,354 | 408 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 4,327 | 406 | 0.26% | 0.31% | 280 | -75 | -1.7% | Q4 2025 | Mar 10, 2026 |
| Manchester Capital Management LLC | History | No change | 4,286 | 402 | 0.05% | 0.06% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,247 | 398 | 0.02% | 0.02% | 282 | -25 | -0.59% | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 4,216 | 395 | 0.03% | — | 283 | +4,216 | New | Q4 2025 | Jan 07, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 4,202 | 394 | 0.04% | — | 284 | +4,202 | New | Q4 2025 | Feb 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,110 | 385 | 0.1% | 0.11% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,013 | 376 | 0.0% | 0.0% | 287 | +188 | 4.92% | Q4 2025 | Jan 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,009 | 376 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,962 | 371 | 0.0% | 0.0% | 288 | +1,160 | 41.4% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 3,786 | 355 | 0.04% | 0.05% | 289 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Paladin Advisory Group, LLC | History | No change | 3,694 | 346 | 0.25% | 0.28% | 290 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTRUST BANK NA | History | No change | 3,657 | 343 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,660 | 343 | 0.28% | 0.31% | 292 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFG Advisors, LLC | History | Reduced | 3,641 | 341 | 0.06% | 0.06% | 293 | -239 | -6.16% | Q4 2025 | Jan 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 3,618 | 339 | 0.11% | 0.12% | 294 | +1 | 0.03% | Q4 2025 | Jan 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,609 | 338 | 0.01% | — | 296 | +3,609 | New | Q4 2025 | Feb 13, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 3,608 | 338 | 0.16% | 0.19% | 295 | -523 | -12.66% | Q4 2025 | Jan 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 3,497 | 331 | 0.09% | 0.18% | 297 | -2,578 | -42.44% | Q4 2025 | Jan 14, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 3,501 | 328 | 0.27% | — | 299 | +3,501 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,496 | 328 | 0.0% | 0.0% | 298 | -508 | -12.69% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,479 | 326 | 0.0% | 0.0% | 300 | +553 | 18.9% | Q4 2025 | Jan 20, 2026 |
| ROCKLAND TRUST CO | History | Added to | 3,461 | 324 | 0.01% | 0.01% | 301 | +493 | 16.61% | Q4 2025 | Jan 15, 2026 |
| Rathbones Group PLC | History | Reduced | 3,431 | 322 | 0.0% | 0.0% | 303 | -507 | -12.87% | Q4 2025 | Feb 06, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 3,440 | 322 | 0.08% | 0.1% | 302 | -455 | -11.68% | Q4 2025 | Feb 04, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 3,430 | 321 | 0.26% | 0.27% | 304 | -8 | -0.23% | Q4 2025 | Jan 21, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,380 | 317 | 0.18% | 0.17% | 305 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| L & S Advisors Inc | History | New | 3,370 | 316 | 0.03% | — | 306 | +3,370 | New | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,362 | 315 | 0.0% | 0.0% | 307 | -96 | -2.78% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,316 | 311 | 0.0% | 0.0% | 308 | -313 | -8.62% | Q4 2025 | Feb 17, 2026 |
| Second Line Capital, LLC | History | Added to | 3,279 | 307 | 0.06% | 0.05% | 310 | +1,006 | 44.26% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | No change | 3,275 | 307 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abacus Planning Group, Inc. | History | No change | 3,259 | 305 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tillman Hartley LLC | History | Reduced | 3,175 | 298 | 0.07% | 0.33% | 312 | -9,792 | -75.51% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,130 | 293 | 0.01% | 0.01% | 313 | -157 | -4.78% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,116 | 292 | 0.0% | — | 314 | +3,116 | New | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | No change | 3,095 | 290 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 3,053 | 286 | 0.0% | 0.0% | 316 | -183 | -5.66% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,007 | 282 | 0.0% | 0.0% | 317 | +23 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,978 | 279 | 0.07% | 0.07% | 319 | +221 | 8.02% | Q4 2025 | Jan 29, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 2,972 | 279 | 0.1% | 0.11% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 2,870 | 269 | 0.05% | 0.06% | 320 | -61 | -2.08% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 2,751 | 266 | 0.09% | 0.06% | 322 | +983 | 55.6% | Q4 2025 | Jan 22, 2026 |
| Sierra Capital LLC | History | No change | 2,830 | 266 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,828 | 265 | 0.01% | 0.01% | 323 | +56 | 2.02% | Q4 2025 | Feb 03, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 2,821 | 264 | 0.12% | 0.14% | 324 | -496 | -14.95% | Q4 2025 | Feb 13, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 2,744 | 264 | 0.15% | 0.1% | 325 | -461 | -14.38% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,785 | 261 | 0.01% | 0.01% | 326 | -1,172 | -29.62% | Q4 2025 | Feb 19, 2026 |
| CHOREO, LLC | History | Reduced | 2,753 | 260 | 0.0% | 0.0% | 327 | -515 | -15.76% | Q4 2025 | Jan 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,725 | 255 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Axos Invest Inc. | History | Reduced | 2,693 | 252 | 0.19% | 0.28% | 329 | -1,149 | -29.91% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,629 | 246 | 0.0% | 0.0% | 330 | +85 | 3.34% | Q4 2025 | Jan 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,605 | 244 | 0.07% | 0.12% | 331 | -3,260 | -55.58% | Q4 2025 | Feb 12, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 2,592 | 243 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 2,583 | 242 | 0.1% | 0.13% | 333 | -448 | -14.78% | Q4 2025 | Feb 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 2,575 | 241 | 0.14% | 0.15% | 334 | +23 | 0.9% | Q4 2025 | Jan 16, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 2,557 | 240 | 0.06% | 0.07% | 335 | +2 | 0.08% | Q4 2025 | Jan 07, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,534 | 237 | 0.05% | 0.06% | 336 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Platform Technology Partners | History | No change | 2,530 | 237 | 0.05% | 0.06% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,522 | 236 | 0.0% | — | 338 | +2,522 | New | Q4 2025 | Feb 18, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 2,450 | 230 | 0.07% | 0.07% | 339 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIERRA OCEAN, LLC | History | New | 2,438 | 228 | 0.19% | — | 340 | +2,438 | New | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,424 | 227 | 0.0% | 0.0% | 341 | +227 | 10.33% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,400 | 225 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,392 | 224 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 2,354 | 221 | 0.05% | 0.05% | 344 | +1 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Phocas Financial Corp. | History | No change | 2,350 | 220 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,316 | 217 | 0.01% | 0.01% | 346 | -500 | -17.76% | Q4 2025 | Feb 09, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 2,112 | 215 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,286 | 214 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,272 | 213 | 0.0% | 0.0% | 349 | -82 | -3.48% | Q4 2025 | Feb 09, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 2,257 | 211 | 0.0% | 0.0% | 350 | -1 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,251 | 211 | 0.0% | 0.0% | 351 | +1 | 0.04% | Q4 2025 | Feb 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 2,247 | 210 | 0.02% | 0.04% | 352 | -2,345 | -51.07% | Q4 2025 | Jan 28, 2026 |
| Graetz Wealth LLC | History | New | 2,246 | 210 | 0.19% | — | 354 | +2,246 | New | Q4 2025 | Feb 12, 2026 |
| SlateStone Wealth, LLC | History | New | 2,240 | 210 | 0.02% | — | 353 | +2,240 | New | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,141 | 205 | 0.01% | 0.01% | 355 | +3 | 0.14% | Q4 2025 | Jan 28, 2026 |
| RDA Financial Network | History | Added to | 2,139 | 200 | 0.05% | 0.05% | 356 | +67 | 3.23% | Q4 2025 | Jan 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,952 | 183 | 0.02% | — | 357 | +1,952 | New | Q4 2025 | Jan 30, 2026 |
| Aspect Partners, LLC | History | Reduced | 1,912 | 179 | 0.08% | 0.12% | 358 | -854 | -30.87% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,846 | 173 | 0.02% | — | 359 | +1,846 | New | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Added to | 1,631 | 153 | 0.01% | 0.0% | 360 | +1,083 | 197.63% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,611 | 151 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,581 | 148 | 0.0% | 0.0% | 362 | +81 | 5.4% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 1,566 | 147 | 0.0% | 0.0% | 363 | -226 | -12.61% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Added to | 1,574 | 147 | 0.0% | 0.01% | 365 | +12 | 0.77% | Q4 2025 | Jan 14, 2026 |
| Pacifica Partners Inc. | History | No change | 1,570 | 147 | 0.07% | 0.05% | 364 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,532 | 143 | 0.0% | 0.0% | 366 | -47 | -2.98% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,489 | 139 | 0.0% | — | 367 | +1,489 | New | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,386 | 130 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,243 | 116 | 0.02% | 0.02% | 369 | -108 | -7.99% | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,170 | 109 | 0.01% | 0.01% | 370 | +360 | 44.44% | Q4 2025 | Feb 03, 2026 |
| WealthCollab, LLC | History | No change | 1,108 | 104 | 0.04% | 0.05% | 371 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cheviot Value Management, LLC | History | Added to | 1,080 | 102 | 0.01% | 0.01% | 372 | +1 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Colonial Trust Advisors | History | New | 1,083 | 101 | 0.01% | — | 373 | +1,083 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,053 | 98 | 0.0% | 0.0% | 374 | -203 | -16.16% | Q4 2025 | Jan 16, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,014 | 95 | 0.04% | — | 375 | +1,014 | New | Q4 2025 | Jan 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,010 | 94 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 975 | 91 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 945 | 89 | 0.0% | 0.0% | 378 | +903 | 2150.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 924 | 86 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 824 | 77 | 0.0% | 0.0% | 380 | -46 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 830 | 77 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 774 | 72 | 0.02% | 0.03% | 382 | -73 | -8.62% | Q4 2025 | Jan 21, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 750 | 70 | 0.02% | 0.03% | 383 | -500 | -40.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 700 | 65 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Advisors | History | No change | 700 | 65 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 673 | 63 | 0.02% | 0.01% | 386 | +73 | 12.17% | Q4 2025 | Jan 12, 2026 |
| Armor Investment Advisors, LLC | History | No change | 593 | 55 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 580 | 54 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 503 | 47 | 0.04% | — | 391 | +503 | New | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 508 | 47 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 500 | 47 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 500 | 46 | 0.0% | — | 392 | +500 | New | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 483 | 45 | 0.0% | 0.0% | 393 | +78 | 19.26% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 449 | 42 | 0.0% | 0.0% | 394 | -39 | -7.99% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 425 | 39 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | New | 402 | 37 | 0.0% | — | 396 | +402 | New | Q4 2025 | Feb 02, 2026 |
| Redwood Park Advisors LLC | History | Added to | 394 | 37 | 0.03% | 0.02% | 397 | +3 | 0.77% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 394 | 36 | 0.01% | 0.04% | 399 | -1,139 | -74.3% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | No change | 390 | 36 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 375 | 35 | 0.01% | 0.02% | 400 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 325 | 30 | 0.0% | 0.0% | 401 | -236 | -42.07% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | New | 300 | 28 | 0.01% | — | 402 | +300 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Trust Company, N.A | History | No change | 300 | 28 | 0.01% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Granite FO LLC | History | No change | 300 | 28 | 0.01% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 295 | 27 | 0.0% | 0.0% | 405 | +81 | 37.85% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 289 | 27 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 286 | 26 | 0.01% | 0.01% | 407 | +43 | 17.7% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 268 | 25 | 0.0% | 0.0% | 408 | +159 | 145.87% | Q4 2025 | Jan 23, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 275 | 25 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 258 | 24 | 0.0% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 225 | 21 | 0.02% | — | 412 | +225 | New | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 234 | 21 | 0.01% | 0.03% | 411 | -58 | -19.86% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 196 | 18 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | No change | 188 | 18 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 18 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Luminist Capital LLC | History | Reduced | 183 | 17 | 0.02% | 0.02% | 416 | -109 | -37.33% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Reduced | 177 | 16 | 0.0% | 0.0% | 420 | -173 | -49.43% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 172 | 16 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | No change | 175 | 16 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | No change | 168 | 16 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 170 | 15 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 150 | 14 | 0.0% | — | 423 | +150 | New | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | No change | 150 | 14 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MOTCO | History | No change | 142 | 13 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 149 | 13 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, LLC | History | New | 138 | 12 | 0.0% | — | 427 | +138 | New | Q4 2025 | Jan 27, 2026 |
| EASTERN BANK | History | No change | 132 | 12 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Horizons Wealth Management | History | No change | 129 | 12 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 123 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 11 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 107 | 10 | 0.0% | — | 431 | +107 | New | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | Added to | 107 | 10 | 0.0% | 0.0% | 432 | +1 | 0.94% | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | No change | 111 | 10 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 99 | 9 | 0.0% | 0.01% | 434 | -1,178 | -92.25% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 100 | 9 | 0.0% | 0.0% | 436 | +50 | 100.0% | Q4 2025 | Jan 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 101 | 9 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 90 | 8 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Missouri Trust & Investment Co | History | No change | 90 | 8 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 75 | 7 | 0.0% | 0.0% | 439 | -1,064 | -93.42% | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | New | 84 | 7 | 0.0% | — | 445 | +84 | New | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Reduced | 77 | 7 | 0.0% | 0.0% | 444 | -67 | -46.53% | Q4 2025 | Jan 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 79 | 7 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Field & Main Bank | History | No change | 75 | 7 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 85 | 7 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 77 | 7 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 70 | 6 | 0.0% | 1.49% | 448 | -50,053 | -99.86% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 74 | 6 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 60 | 5 | 0.0% | — | 451 | +60 | New | Q4 2025 | Mar 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 57 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 60 | 5 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 45 | 4 | 0.0% | — | 452 | +45 | New | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | Added to | 52 | 4 | 0.0% | 0.0% | 454 | +1 | 1.96% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 44 | 4 | 0.0% | 0.0% | 455 | +1 | 2.33% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | No change | 48 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Abound Wealth Management | History | Reduced | 34 | 3 | 0.0% | 0.0% | 459 | -53 | -60.92% | Q4 2025 | Jan 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 41 | 3 | 0.0% | 0.0% | 456 | -52 | -55.91% | Q4 2025 | Jan 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | No change | 32 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Planning Project LLC | History | New | 29 | 2 | 0.0% | — | 464 | +29 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 25 | 2 | 0.0% | — | 461 | +25 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | New | 25 | 2 | 0.0% | — | 463 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 15 | 1 | 0.0% | — | 469 | +15 | New | Q4 2025 | Feb 19, 2026 |
| Arax Advisory Partners | History | New | 14 | 1 | 0.0% | — | 467 | +14 | New | Q4 2025 | Feb 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 14 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pflug Koory, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Anson Funds Management LP | History | Closed out | 0 | 0 | — | 3.65% | — | -415,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -202,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Passaic Partners LLC | History | Closed out | 0 | 0 | — | 2.21% | — | -189,294 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -98,299 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -71,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.61% | — | -40,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -30,300 | -100.0% | Q3 2025 | Nov 17, 2025 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.01% | — | -26,200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -16,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -10,889 | -100.0% | Q3 2025 | Dec 22, 2025 |
| BLKBRD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -6,399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -4,765 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tanglewood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,344 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,809 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,789 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,627 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -2,369 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,314 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,132 | -100.0% | Q3 2025 | Nov 12, 2025 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,122 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,320 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,171 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -307 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q3 2025 | Nov 03, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bogart Wealth, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -75 | -93.75% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gould Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -16 | -76.19% | Q4 2025 | Jan 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Granite Investment Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 16, 2026 |
| Horizon Investments, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -9 | -69.23% | Q4 2025 | Feb 02, 2026 |
| Reflection Asset Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Mar 02, 2026 |
| Motiv8 Investments LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COUNTRY TRUST BANK | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |