iSHARES TRUST - IYT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 3,119,461 | 232,431 | 1.09% | 0.0% | 1 | +3,106,761 | 24462.69% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 862,857 | 64,291 | 0.0% | 0.0% | 2 | -22,140 | -2.5% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 401,728 | 29,932 | 0.0% | 0.01% | 3 | -183,135 | -31.31% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 359,247 | 26,767 | 0.0% | 0.0% | 4 | +134,924 | 60.15% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 350,115 | 26,087 | 0.01% | 0.0% | 5 | +349,945 | 205850.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 322,910 | 24,060 | 0.0% | 0.0% | 6 | +69,710 | 27.53% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 302,456 | 22,535 | 0.01% | 0.0% | 7 | +200,007 | 195.23% | Q4 2025 | Feb 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 293,923 | 21,900 | 0.44% | 0.41% | 8 | +12,900 | 4.59% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 223,052 | 16,619 | 0.0% | 0.0% | 9 | +14,046 | 6.72% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 204,495 | 15,236 | 0.0% | 0.0% | 10 | +2,452 | 1.21% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | No change | 200,063 | 14,906 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | New | 143,909 | 10,722 | 2.07% | — | 12 | +143,909 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 113,363 | 8,446 | 0.0% | 0.0% | 13 | +17,460 | 18.21% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 111,900 | 8,337 | 0.0% | — | 14 | +111,900 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 106,642 | 7,948 | 0.0% | 0.0% | 15 | +61,363 | 135.52% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 91,833 | 6,842 | 0.01% | 0.0% | 16 | +86,435 | 1601.24% | Q4 2025 | Jan 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 90,413 | 6,736 | 0.0% | 0.0% | 17 | +34,357 | 61.29% | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | Added to | 88,613 | 6,602 | 0.17% | 0.12% | 18 | +23,994 | 37.13% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,989 | 5,290 | 0.0% | — | 19 | +70,989 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,328 | 5,240 | 0.01% | 0.01% | 20 | -10,043 | -12.5% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 53,976 | 4,021 | 0.01% | 0.01% | 21 | -3,143 | -5.5% | Q4 2025 | Feb 17, 2026 |
| Florin Court Capital LLP | History | Added to | 47,800 | 3,561 | 4.96% | 1.06% | 22 | +28,900 | 152.91% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 44,163 | 3,290 | 0.08% | 0.09% | 23 | -4,845 | -9.89% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 44,056 | 3,282 | 0.08% | 0.01% | 24 | +39,291 | 824.58% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | New | 41,356 | 3,081 | 0.17% | — | 25 | +41,356 | New | Q4 2025 | Feb 17, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 39,009 | 2,906 | 0.31% | 0.32% | 26 | -500 | -1.27% | Q4 2025 | Jan 26, 2026 |
| HERBST GROUP, LLC | History | New | 37,375 | 2,784 | 1.64% | — | 27 | +37,375 | New | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,032 | 2,312 | 0.0% | 0.0% | 28 | +1,219 | 4.09% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 27,722 | 2,066 | 0.0% | 0.0% | 29 | +1,139 | 4.28% | Q4 2025 | Feb 05, 2026 |
| Clarus Wealth Advisors | History | Added to | 25,365 | 1,965 | 0.81% | 0.79% | 30 | +739 | 3.0% | Q4 2025 | Jan 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 23,936 | 1,783 | 0.0% | — | 31 | +23,936 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,518 | 1,752 | 0.0% | 0.0% | 32 | +13,418 | 132.85% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 23,239 | 1,731 | 0.0% | 0.0% | 33 | +1,027 | 4.62% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 23,219 | 1,730 | 0.19% | 0.17% | 34 | +1,581 | 7.31% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 21,769 | 1,622 | 0.0% | 0.0% | 35 | -1,900 | -8.03% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | No change | 21,085 | 1,571 | 0.05% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,800 | 1,400 | 0.0% | 0.0% | 37 | -25,700 | -57.75% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 18,029 | 1,343 | 0.15% | — | 38 | +18,029 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,029 | 1,343 | 0.01% | 0.01% | 39 | +32 | 0.18% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 18,000 | 1,341 | 0.0% | 0.02% | 40 | -132,000 | -88.0% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 17,572 | 1,309 | 0.02% | — | 41 | +17,572 | New | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 17,283 | 1,287 | 0.1% | 0.08% | 42 | +2,743 | 18.87% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,831 | 1,254 | 0.0% | 0.0% | 43 | +1,063 | 6.74% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 16,799 | 1,251 | 0.0% | — | 44 | +16,799 | New | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 27,228 | 1,238 | 0.14% | 0.08% | 45 | +17,694 | 185.59% | Q4 2025 | Jan 21, 2026 |
| Massachusetts Wealth Management | History | Reduced | 16,225 | 1,208 | 0.56% | 0.59% | 46 | -238 | -1.45% | Q4 2025 | Jan 26, 2026 |
| Sage Capital Advisors,llc | History | Added to | 15,893 | 1,184 | 0.28% | 0.27% | 47 | +29 | 0.18% | Q4 2025 | Jan 06, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 15,772 | 1,175 | 1.31% | 1.52% | 48 | -160 | -1.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,954 | 1,114 | 0.0% | 0.0% | 49 | +9,925 | 197.36% | Q4 2025 | Feb 13, 2026 |
| Capital Planning Advisors, LLC | History | New | 14,887 | 1,109 | 0.15% | — | 50 | +14,887 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 14,579 | 1,086 | 0.6% | — | 51 | +14,579 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,232 | 1,060 | 0.0% | 0.0% | 52 | +3 | 0.02% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,957 | 1,039 | 0.0% | 0.0% | 53 | -2,643 | -15.92% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 12,097 | 901 | 0.36% | 0.35% | 54 | -9 | -0.07% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Counsel, Inc | History | No change | 11,592 | 863 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 11,280 | 840 | 0.07% | 0.15% | 56 | -12,660 | -52.88% | Q4 2025 | Feb 09, 2026 |
| KKM Financial LLC | History | Reduced | 11,260 | 838 | 0.15% | 0.37% | 57 | -5,269 | -31.88% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,111 | 828 | 0.0% | 0.0% | 58 | -148 | -1.31% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,909 | 812 | 0.0% | 0.0% | 59 | -79,585 | -87.95% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 10,887 | 811 | 0.26% | — | 60 | +10,887 | New | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 10,067 | 750 | 0.0% | — | 61 | +10,067 | New | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 10,036 | 747 | 0.08% | 0.07% | 62 | +741 | 7.97% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,556 | 712 | 0.0% | 0.0% | 63 | -299 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,473 | 705 | 0.0% | 0.01% | 64 | -6,230 | -39.67% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,798 | 655 | 0.0% | 0.0% | 65 | -2,872 | -24.61% | Q4 2025 | Feb 18, 2026 |
| Spruce Point Capital Management, LLC | History | New | 8,500 | 633 | 1.32% | — | 66 | +8,500 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 8,428 | 627 | 0.0% | 0.0% | 67 | +8,276 | 5444.74% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,360 | 622 | 0.0% | 0.0% | 68 | -721 | -7.94% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,266 | 615 | 0.0% | 0.0% | 69 | +1,433 | 20.97% | Q4 2025 | Feb 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 8,086 | 602 | 0.06% | — | 70 | +8,086 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,853 | 585 | 0.0% | 0.0% | 71 | -582 | -6.9% | Q4 2025 | Feb 02, 2026 |
| SAXON INTERESTS, INC. | History | No change | 7,750 | 577 | 0.2% | 0.22% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,492 | 558 | 0.0% | 0.0% | 73 | +2 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | New | 7,139 | 531 | 0.0% | — | 74 | +7,139 | New | Q4 2025 | Feb 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 7,111 | 529 | 0.47% | — | 75 | +7,111 | New | Q4 2025 | Feb 05, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 7,080 | 527 | 0.23% | 0.22% | 76 | -80 | -1.12% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,015 | 522 | 0.0% | 0.0% | 77 | -271 | -3.72% | Q4 2025 | Jan 26, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 7,017 | 522 | 0.2% | 0.19% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,935 | 516 | 0.0% | 0.0% | 79 | +2,935 | 73.38% | Q4 2025 | Feb 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 6,868 | 511 | 0.01% | 0.01% | 80 | -270 | -3.78% | Q4 2025 | Jan 13, 2026 |
| CX Institutional | History | Added to | 6,509 | 485 | 0.01% | 0.01% | 81 | +1,567 | 31.71% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,937 | 462 | 0.0% | 0.0% | 82 | +644 | 12.17% | Q4 2025 | Jan 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,146 | 457 | 0.0% | 0.0% | 83 | -279 | -4.34% | Q4 2025 | Feb 17, 2026 |
| Davis Investment Partners, LLC | History | No change | 6,000 | 451 | 0.16% | 0.15% | 84 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,932 | 441 | 0.0% | 0.0% | 85 | -144 | -2.37% | Q4 2025 | Feb 17, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 5,600 | 417 | 0.1% | 0.11% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 5,574 | 415 | 0.0% | 0.0% | 87 | -491 | -8.1% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,466 | 407 | 0.0% | 0.0% | 88 | -72 | -1.3% | Q4 2025 | Mar 16, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,400 | 402 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,339 | 397 | 0.0% | 0.0% | 90 | +158 | 3.05% | Q4 2025 | Feb 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 5,181 | 386 | 0.29% | — | 91 | +5,181 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 5,139 | 382 | 0.0% | 0.0% | 92 | +1,352 | 35.7% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 5,129 | 382 | 0.02% | 0.02% | 93 | +2 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,104 | 380 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 5,000 | 372 | 0.0% | 0.0% | 95 | -188 | -3.62% | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | No change | 4,964 | 369 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fortis Group Advisors, LLC | History | New | 4,811 | 368 | 0.06% | — | 97 | +4,811 | New | Q4 2025 | Feb 06, 2026 |
| WP Advisors, LLC | History | Added to | 4,925 | 366 | 0.09% | 0.09% | 98 | +9 | 0.18% | Q4 2025 | Jan 28, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 4,518 | 336 | 0.11% | 0.09% | 99 | +700 | 18.33% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,289 | 319 | 0.0% | 0.0% | 100 | -387 | -8.28% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,248 | 316 | 0.01% | 0.01% | 101 | -219 | -4.9% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 4,171 | 310 | 0.0% | 0.0% | 102 | +463 | 12.49% | Q4 2025 | Feb 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 4,131 | 307 | 0.01% | 0.01% | 103 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,114 | 306 | 0.0% | — | 104 | +4,114 | New | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,096 | 305 | 0.0% | 0.0% | 105 | -56 | -1.35% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 3,911 | 291 | 0.0% | 0.0% | 106 | +416 | 11.9% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,788 | 282 | 0.0% | 0.0% | 107 | -280 | -6.88% | Q4 2025 | Jan 26, 2026 |
| ABLE Financial Group, LLC | History | New | 3,639 | 271 | 0.06% | — | 108 | +3,639 | New | Q4 2025 | Jan 23, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 3,560 | 265 | 0.08% | 0.09% | 109 | -2 | -0.06% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | New | 3,398 | 253 | 0.01% | — | 110 | +3,398 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 3,360 | 250 | 0.01% | — | 111 | +3,360 | New | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,259 | 242 | 0.01% | — | 112 | +3,259 | New | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 3,244 | 241 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,132 | 233 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 3,042 | 226 | 0.04% | 0.04% | 115 | -161 | -5.03% | Q4 2025 | Feb 02, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,042 | 226 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,784 | 217 | 0.02% | 0.02% | 117 | -222 | -7.39% | Q4 2025 | Jan 20, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 2,865 | 213 | 0.17% | — | 118 | +2,865 | New | Q4 2025 | Feb 09, 2026 |
| Blue Chip Partners, LLC | History | New | 2,848 | 212 | 0.02% | — | 119 | +2,848 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 2,636 | 196 | 0.01% | 0.01% | 120 | +3 | 0.11% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,456 | 182 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,235 | 166 | 0.0% | — | 122 | +2,235 | New | Q4 2025 | Jan 26, 2026 |
| TCTC Holdings, LLC | History | No change | 2,200 | 163 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 27,493 | 150 | 0.0% | 0.04% | 124 | -605 | -2.15% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,007 | 149 | 0.0% | 0.0% | 125 | +498 | 33.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,730 | 128 | 0.0% | 0.0% | 126 | -72 | -4.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,600 | 119 | 0.01% | — | 127 | +1,600 | New | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,244 | 92 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 1,221 | 90 | 0.0% | 0.0% | 129 | +800 | 190.02% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 1,199 | 89 | 0.0% | 0.0% | 130 | -273 | -18.55% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 1,128 | 84 | 0.0% | — | 131 | +1,128 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,051 | 78 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WFA of San Diego, LLC | History | No change | 1,000 | 74 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 990 | 73 | 0.0% | 0.0% | 134 | +350 | 54.69% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 900 | 67 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 866 | 64 | 0.03% | 0.02% | 136 | +2 | 0.23% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 59 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 800 | 59 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 653 | 48 | 0.0% | 0.0% | 139 | +2 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 608 | 45 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 600 | 44 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 587 | 43 | 0.0% | 0.0% | 142 | -108 | -15.54% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 540 | 40 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 525 | 39 | 0.0% | — | 144 | +525 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 500 | 37 | 0.0% | — | 145 | +500 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 480 | 36 | 0.0% | 0.0% | 146 | +244 | 103.39% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 480 | 35 | 0.0% | — | 147 | +480 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 445 | 33 | 0.0% | — | 148 | +445 | New | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | No change | 432 | 32 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | Added to | 425 | 31 | 0.0% | 0.0% | 151 | +265 | 165.63% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | No change | 420 | 31 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | No change | 310 | 23 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 316 | 23 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 292 | 21 | 0.01% | — | 154 | +292 | New | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 280 | 20 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 264 | 19 | 0.0% | — | 156 | +264 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Wealth Advisors LLC | History | New | 252 | 18 | 0.02% | — | 157 | +252 | New | Q4 2025 | Feb 03, 2026 |
| EFG International AG | History | New | 250 | 18 | 0.0% | — | 158 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 219 | 16 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 216 | 16 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | New | 178 | 13 | 0.01% | — | 163 | +178 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 187 | 13 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 168 | 12 | 0.0% | — | 164 | +168 | New | Q4 2025 | Mar 04, 2026 |
| Register Financial Advisors LLC | History | No change | 172 | 12 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 140 | 10 | 0.0% | — | 166 | +140 | New | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 138 | 10 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | New | 130 | 9 | 0.0% | — | 169 | +130 | New | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 7 | 0.0% | — | 170 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 80 | 5 | 0.0% | — | 174 | +80 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 44 | 3 | 0.0% | 0.0% | 177 | -52 | -54.17% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 42 | 3 | 0.0% | — | 178 | +42 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 32 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 16 | 1 | 0.0% | — | 182 | +16 | New | Q4 2025 | Jan 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 16 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -273,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -98,422 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -51,215 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.42% | — | -19,280 | -100.0% | Q3 2025 | Dec 09, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,244 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,923 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MCDANIEL TERRY & CO | History | Closed out | 0 | 0 | — | 0.03% | — | -4,856 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,508 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sage Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,158 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,092 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,648 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,488 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -888 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 09, 2025 |