iSHARES TRUST - IYY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 437,954 | 72,617 | 0.0% | 0.0% | 1 | -15,236 | -3.36% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 311,581 | 51,663 | 0.01% | 0.02% | 2 | -22,600 | -6.76% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 195,322 | 32,386 | 0.0% | 0.0% | 3 | +83,445 | 74.59% | Q4 2025 | Feb 17, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 174,850 | 28,991 | 14.59% | 14.68% | 4 | +8,741 | 5.26% | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | Added to | 154,912 | 25,685 | 0.15% | 0.15% | 5 | +820 | 0.53% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 143,161 | 23,737 | 0.01% | 0.01% | 6 | -1,563 | -1.08% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 131,348 | 21,778 | 0.0% | 0.0% | 7 | -3,385 | -2.51% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 100,199 | 16,614 | 0.02% | 0.02% | 8 | -11,133 | -10.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 90,869 | 15,067 | 0.0% | 0.01% | 9 | -4,900 | -5.12% | Q4 2025 | Feb 18, 2026 |
| Apella Capital, LLC | History | New | 85,858 | 14,236 | 0.28% | — | 10 | +85,858 | New | Q4 2025 | Jan 21, 2026 |
| Rothschild Wealth LLC | History | New | 78,127 | 12,954 | 1.24% | — | 11 | +78,127 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 76,877 | 12,747 | 0.0% | — | 12 | +76,877 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,327 | 10,503 | 0.02% | 0.01% | 13 | +1,352 | 2.18% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 62,837 | 10,419 | 0.0% | 0.0% | 14 | -4,181 | -6.24% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 61,977 | 10,276 | 0.01% | 0.01% | 15 | +1,879 | 3.13% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,766 | 9,061 | 0.01% | 0.01% | 16 | -203 | -0.38% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 48,563 | 8,051 | 0.0% | 0.0% | 17 | +14,386 | 42.09% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,708 | 7,247 | 0.0% | 0.0% | 18 | +710 | 1.65% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,171 | 6,494 | 0.0% | 0.0% | 19 | -402 | -1.02% | Q4 2025 | Feb 12, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 38,184 | 6,331 | 2.97% | 3.05% | 20 | -1,708 | -4.28% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Reduced | 36,806 | 6,102 | 0.0% | 0.0% | 21 | -1,208 | -3.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,605 | 6,069 | 0.0% | 0.0% | 22 | -2,668 | -6.79% | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,866 | 5,781 | 0.02% | 0.02% | 23 | +6,035 | 20.93% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 33,926 | 5,625 | 0.0% | 0.0% | 24 | -925 | -2.65% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 32,765 | 5,432 | 0.03% | 0.0% | 25 | +32,475 | 11198.28% | Q4 2025 | Feb 13, 2026 |
| Value Investment Professionals, LLC | History | New | 74,583 | 5,326 | 5.58% | — | 26 | +74,583 | New | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,664 | 5,250 | 0.0% | 0.0% | 27 | +2,055 | 6.94% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 31,105 | 5,157 | 0.02% | 0.02% | 28 | +35 | 0.11% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 30,109 | 4,992 | 0.01% | 0.0% | 29 | +14,197 | 89.22% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | No change | 29,744 | 4,931 | 0.14% | 0.15% | 30 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 28,630 | 4,747 | 0.27% | 0.26% | 31 | +2,983 | 11.63% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | No change | 28,465 | 4,719 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 26,044 | 4,318 | 0.62% | 0.54% | 33 | +3,460 | 15.32% | Q4 2025 | Jan 28, 2026 |
| DSG Capital Advisors, LLC | History | New | 24,800 | 4,180 | 0.64% | — | 34 | +24,800 | New | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,111 | 4,163 | 0.02% | 0.02% | 35 | +207 | 0.83% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,039 | 4,151 | 0.0% | 0.0% | 36 | +786 | 3.24% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,131 | 4,001 | 0.01% | 0.01% | 37 | +1,000 | 4.32% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,950 | 3,971 | 0.3% | 0.32% | 38 | -416 | -1.71% | Q4 2025 | Jan 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 22,709 | 3,765 | 0.02% | — | 39 | +22,709 | New | Q4 2025 | Feb 18, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 22,354 | 3,706 | 0.34% | 0.35% | 40 | -200 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 21,529 | 3,498 | 0.01% | 0.01% | 41 | +74 | 0.34% | Q4 2025 | Feb 10, 2026 |
| ASL Financial, LLC | History | New | 20,464 | 3,393 | 2.67% | — | 42 | +20,464 | New | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,841 | 3,290 | 0.01% | 0.01% | 43 | -205 | -1.02% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,487 | 3,231 | 0.0% | 0.0% | 44 | -1,037 | -5.05% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,172 | 3,178 | 0.0% | 0.0% | 45 | +241 | 1.27% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 16,944 | 2,809 | 0.05% | 0.05% | 46 | +154 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 16,527 | 2,740 | 0.48% | 0.46% | 47 | +899 | 5.75% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,155 | 2,678 | 0.01% | 0.01% | 48 | +3,146 | 24.18% | Q4 2025 | Feb 12, 2026 |
| Finley Financial, LLC | History | Reduced | 15,987 | 2,650 | 1.21% | 1.22% | 49 | -210 | -1.3% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 15,607 | 2,587 | 0.19% | 0.2% | 50 | -508 | -3.15% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,445 | 2,395 | 0.0% | 0.0% | 51 | +637 | 4.61% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,126 | 2,342 | 0.11% | 0.11% | 52 | -321 | -2.22% | Q4 2025 | Jan 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 14,107 | 2,339 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,865 | 2,298 | 0.0% | 0.0% | 54 | +2,292 | 19.8% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 12,586 | 2,086 | 0.0% | 0.0% | 55 | -52 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 12,291 | 2,037 | 0.8% | 0.88% | 56 | -581 | -4.51% | Q4 2025 | Feb 11, 2026 |
| Sage Investment Advisers LLC | History | New | 12,071 | 2,001 | 1.5% | — | 57 | +12,071 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,639 | 1,929 | 0.0% | 0.0% | 58 | +91 | 0.79% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 10,868 | 1,802 | 0.05% | 0.05% | 59 | +276 | 2.61% | Q4 2025 | Jan 30, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 10,697 | 1,773 | 0.69% | 0.71% | 60 | -79 | -0.73% | Q4 2025 | Jan 27, 2026 |
| Thomasville National Bank | History | Reduced | 10,360 | 1,717 | 0.11% | 0.11% | 61 | -320 | -3.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,737 | 1,614 | 0.0% | 0.0% | 62 | +7,325 | 303.69% | Q4 2025 | Mar 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 9,491 | 1,566 | 2.12% | 1.72% | 63 | +2,032 | 27.24% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,324 | 1,546 | 0.04% | 0.04% | 64 | +5 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 9,285 | 1,539 | 0.45% | 0.43% | 65 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BROWN ADVISORY INC | History | No change | 9,000 | 1,492 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 8,871 | 1,470 | 0.21% | 0.21% | 67 | -19 | -0.21% | Q4 2025 | Jan 26, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 8,000 | 1,326 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 7,871 | 1,305 | 0.0% | 0.0% | 69 | -7 | -0.09% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,637 | 1,266 | 0.0% | 0.0% | 70 | +707 | 10.2% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,333 | 1,215 | 0.01% | 0.01% | 71 | +22 | 0.3% | Q4 2025 | Feb 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 7,332 | 1,215 | 0.63% | 0.63% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,300 | 1,210 | 0.0% | 0.0% | 73 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Mathes Company, Inc. | History | Reduced | 6,900 | 1,144 | 0.41% | 0.52% | 74 | -2,000 | -22.47% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,530 | 1,082 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 6,502 | 1,078 | 0.14% | 0.12% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GenWealth Group, Inc. | History | No change | 6,368 | 1,073 | 0.18% | 0.19% | 77 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 6,327 | 1,049 | 0.02% | 0.01% | 79 | -7,859 | -55.4% | Q4 2025 | Feb 20, 2026 |
| Legacy Capital Group California, Inc. | History | New | 6,327 | 1,049 | 0.25% | — | 80 | +6,327 | New | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,328 | 1,049 | 0.0% | 0.0% | 78 | +2,067 | 48.51% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,202 | 1,028 | 0.06% | 0.07% | 81 | -57 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 6,150 | 1,019 | 0.01% | — | 82 | +6,150 | New | Q4 2025 | Feb 17, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 5,956 | 987 | 0.72% | 0.73% | 84 | -185 | -3.01% | Q4 2025 | Feb 12, 2026 |
| Centric Wealth Management | History | Added to | 5,846 | 987 | 0.21% | 0.22% | 83 | +6 | 0.1% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,897 | 977 | 0.0% | 0.0% | 85 | -1,100 | -15.72% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,866 | 972 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| V2 Financial group LLC | History | No change | 5,800 | 961 | 0.47% | 0.52% | 87 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bawa N Mallick Trust | History | No change | 5,750 | 953 | 0.35% | 0.35% | 88 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,530 | 916 | 0.0% | 0.0% | 89 | -310 | -5.31% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,458 | 904 | 0.0% | 0.0% | 90 | +918 | 20.22% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,436 | 901 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | No change | 5,440 | 901 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,400 | 895 | 0.56% | 0.61% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 5,220 | 865 | 0.71% | 0.71% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,199 | 862 | 0.01% | 0.01% | 95 | -136 | -2.55% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,806 | 847 | 0.02% | 0.02% | 96 | -296 | -4.85% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,107 | 846 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Narus Financial Partners, LLC | History | No change | 5,100 | 845 | 0.23% | 0.23% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,066 | 839 | 0.01% | 0.01% | 99 | +155 | 3.16% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,025 | 833 | 0.0% | 0.0% | 100 | -553 | -9.91% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,955 | 821 | 0.0% | 0.0% | 101 | -810 | -14.05% | Q4 2025 | Feb 17, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 4,800 | 795 | 0.29% | 0.48% | 102 | -3,291 | -40.67% | Q4 2025 | Jan 21, 2026 |
| Guardian Capital, LLC | History | New | 4,747 | 787 | 0.7% | — | 103 | +4,747 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,727 | 784 | 0.0% | 0.0% | 104 | +2 | 0.04% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,706 | 780 | 0.0% | 0.01% | 105 | -243 | -4.91% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,560 | 756 | 0.01% | — | 106 | +4,560 | New | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,503 | 746 | 0.01% | 0.01% | 107 | -737 | -14.06% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,474 | 741 | 0.02% | 0.02% | 108 | -389 | -8.0% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,452 | 738 | 0.06% | 0.06% | 109 | +684 | 18.15% | Q4 2025 | Jan 13, 2026 |
| Smithfield Trust Co | History | No change | 4,354 | 722 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Daytona Street Capital LLC | History | New | 4,240 | 703 | 0.55% | — | 111 | +4,240 | New | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,201 | 696 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 4,040 | 682 | 0.38% | 0.37% | 113 | -80 | -1.94% | Q4 2025 | Jan 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 4,094 | 678 | 0.1% | 0.11% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,927 | 651 | 0.0% | 0.0% | 115 | -243 | -5.83% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,912 | 648 | 0.0% | 0.0% | 116 | -249 | -5.98% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,848 | 638 | 0.01% | 0.01% | 117 | -199 | -4.92% | Q4 2025 | Jan 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 3,764 | 624 | 0.23% | 0.35% | 118 | -2,110 | -35.92% | Q4 2025 | Jan 26, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,766 | 624 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 3,730 | 618 | 0.11% | 0.12% | 120 | -160 | -4.11% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,679 | 610 | 0.01% | 0.01% | 121 | -600 | -14.02% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Added to | 3,605 | 597 | 0.02% | 0.02% | 122 | +9 | 0.25% | Q4 2025 | Feb 06, 2026 |
| Clark Asset Management, LLC | History | No change | 3,540 | 586 | 0.06% | 0.07% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,425 | 567 | 0.03% | 0.03% | 124 | +10 | 0.29% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,405 | 564 | 0.0% | 0.0% | 125 | +1,753 | 106.11% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,377 | 559 | 0.01% | 0.01% | 126 | +99 | 3.02% | Q4 2025 | Jan 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,302 | 547 | 0.23% | 0.25% | 127 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,293 | 546 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,245 | 538 | 0.09% | 0.08% | 129 | +275 | 9.26% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,219 | 534 | 0.02% | 0.02% | 130 | -1,301 | -28.78% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,214 | 532 | 0.01% | 0.01% | 131 | -68 | -2.07% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,146 | 521 | 0.0% | 0.0% | 132 | +5 | 0.16% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,128 | 518 | 0.0% | 0.0% | 133 | -38 | -1.2% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,124 | 517 | 0.0% | 0.0% | 134 | +1 | 0.03% | Q4 2025 | Mar 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,049 | 505 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 3,044 | 504 | 0.01% | 0.01% | 136 | +36 | 1.2% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,036 | 503 | 0.03% | 0.03% | 137 | +9 | 0.3% | Q4 2025 | Jan 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,985 | 494 | 0.0% | 0.0% | 138 | +223 | 8.07% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Planning LLC | History | No change | 2,854 | 473 | 0.26% | 0.24% | 139 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,818 | 467 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Partners, LLC | History | No change | 2,820 | 467 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 2,769 | 459 | 0.0% | 0.0% | 142 | -14 | -0.5% | Q4 2025 | Jan 26, 2026 |
| Financial Partners Group, Inc | History | No change | 2,711 | 455 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,712 | 449 | 0.02% | 0.02% | 144 | +455 | 20.16% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,616 | 433 | 0.01% | 0.01% | 145 | -68 | -2.53% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,601 | 431 | 0.0% | 0.0% | 146 | -375 | -12.6% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,421 | 401 | 0.0% | 0.0% | 147 | -84 | -3.35% | Q4 2025 | Jan 29, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 2,416 | 400 | 0.18% | 0.19% | 148 | -123 | -4.84% | Q4 2025 | Feb 03, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 2,402 | 398 | 0.13% | 0.13% | 149 | +7 | 0.29% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,400 | 397 | 0.0% | 0.0% | 150 | -2,200 | -47.83% | Q4 2025 | Feb 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,382 | 394 | 0.11% | 0.09% | 151 | -78 | -3.17% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | No change | 2,342 | 388 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,331 | 386 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | New | 2,326 | 385 | 0.0% | — | 154 | +2,326 | New | Q4 2025 | Feb 17, 2026 |
| One Wealth Map LLC | History | No change | 2,270 | 383 | 0.19% | 0.2% | 155 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 2,308 | 382 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,275 | 377 | 0.15% | 0.15% | 157 | +3 | 0.13% | Q4 2025 | Jan 20, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 2,253 | 373 | 0.21% | 0.22% | 159 | -18 | -0.79% | Q4 2025 | Jan 16, 2026 |
| SP Asset Management LLC | History | Added to | 2,253 | 373 | 0.03% | 0.03% | 158 | +7 | 0.31% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,218 | 367 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,190 | 363 | 0.17% | 0.17% | 161 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Essex LLC | History | No change | 2,170 | 359 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 2,119 | 351 | 0.07% | 0.08% | 163 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Boreal Capital Management LLC | History | Added to | 2,112 | 350 | 0.26% | 0.26% | 165 | +141 | 7.15% | Q4 2025 | Feb 17, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 2,112 | 350 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planned Solutions, Inc. | History | No change | 2,106 | 349 | 0.11% | 0.12% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | No change | 2,057 | 341 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,054 | 340 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 2,044 | 338 | 0.15% | 0.16% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 2,031 | 336 | 0.15% | 0.13% | 170 | +37 | 1.86% | Q4 2025 | Jan 30, 2026 |
| Edge Wealth Management LLC | History | Reduced | 1,982 | 328 | 0.06% | 0.07% | 171 | -500 | -20.15% | Q4 2025 | Jan 12, 2026 |
| Curat Global, LLC | History | No change | 1,948 | 323 | 0.36% | 0.3% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,923 | 318 | 0.09% | 0.1% | 173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,900 | 315 | 0.0% | 0.01% | 174 | -54 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,900 | 315 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 1,885 | 312 | 0.0% | — | 176 | +1,885 | New | Q4 2025 | Feb 10, 2026 |
| KKM Financial LLC | History | Reduced | 1,878 | 311 | 0.06% | 0.12% | 177 | -395 | -17.38% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 1,864 | 309 | 0.0% | — | 178 | +1,864 | New | Q4 2025 | Feb 05, 2026 |
| Reflection Asset Management | History | New | 1,844 | 309 | 0.22% | — | 179 | +1,844 | New | Q4 2025 | Mar 02, 2026 |
| MBA Advisors LLC | History | Added to | 1,832 | 303 | 0.12% | 0.11% | 180 | +316 | 20.84% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,800 | 298 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 1,738 | 288 | 0.2% | 0.24% | 182 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Balentine LLC | History | No change | 1,726 | 286 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Garner Asset Management Corp | History | Added to | 1,697 | 281 | 0.11% | 0.11% | 184 | +4 | 0.24% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | New | 1,685 | 279 | 0.01% | — | 185 | +1,685 | New | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,636 | 271 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,620 | 268 | 0.01% | 0.01% | 187 | -787 | -32.7% | Q4 2025 | Jan 28, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,570 | 260 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,571 | 260 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 1,546 | 256 | 0.07% | 0.07% | 190 | +1 | 0.06% | Q4 2025 | Jan 16, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 1,527 | 253 | 0.03% | 0.03% | 191 | -15 | -0.97% | Q4 2025 | Feb 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 1,523 | 252 | 0.03% | 0.03% | 192 | -69 | -4.33% | Q4 2025 | Jan 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 10,743 | 251 | 0.12% | 0.24% | 194 | +7,743 | 258.1% | Q4 2025 | Jan 09, 2026 |
| Carnegie Investment Counsel | History | No change | 1,515 | 251 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | No change | 1,512 | 250 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WBH ADVISORY INC | History | No change | 1,500 | 248 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 1,495 | 247 | 0.01% | 0.02% | 197 | -1,665 | -52.69% | Q4 2025 | Jan 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 1,495 | 247 | 0.02% | — | 198 | +1,495 | New | Q4 2025 | Jan 23, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 1,453 | 240 | 0.13% | 0.16% | 200 | -292 | -16.73% | Q4 2025 | Jan 22, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,450 | 240 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Main Street Research LLC | History | No change | 1,446 | 239 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VeraBank, N.A. | History | No change | 1,446 | 239 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Members Trust Co | History | No change | 1,420 | 235 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Aureum Wealth Management, LLC | History | New | 1,400 | 232 | 0.22% | — | 205 | +1,400 | New | Q4 2025 | Jan 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 1,400 | 232 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,391 | 230 | 0.0% | 0.01% | 206 | +3 | 0.22% | Q4 2025 | Feb 06, 2026 |
| Destination Wealth Management | History | No change | 1,380 | 228 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | No change | 1,363 | 228 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,365 | 226 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 1,346 | 223 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 1,329 | 220 | 0.02% | 0.02% | 211 | -69 | -4.94% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,263 | 209 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,258 | 208 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,258 | 208 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kapstone Financial Advisors LLC | History | New | 1,251 | 207 | 0.1% | — | 215 | +1,251 | New | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,245 | 206 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,200 | 198 | 0.03% | 0.1% | 218 | -2,400 | -66.67% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,196 | 198 | 0.01% | 0.01% | 217 | +6 | 0.5% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,080 | 179 | 0.01% | 0.01% | 219 | +3 | 0.28% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,069 | 177 | 0.01% | — | 221 | +1,069 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 1,071 | 177 | 0.0% | 0.0% | 220 | +25 | 2.39% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Reduced | 984 | 163 | 0.0% | 0.0% | 222 | -6,016 | -85.94% | Q4 2025 | Feb 12, 2026 |
| EFG International AG | History | New | 957 | 158 | 0.0% | — | 223 | +957 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 933 | 154 | 0.0% | — | 224 | +933 | New | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 910 | 150 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 876 | 145 | 0.02% | — | 226 | +876 | New | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 800 | 132 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 780 | 129 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrity Financial Corp /WA | History | Added to | 741 | 122 | 0.06% | 0.06% | 229 | +2 | 0.27% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 588 | 97 | 0.05% | 0.07% | 230 | -588 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 573 | 95 | 0.02% | — | 231 | +573 | New | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 573 | 95 | 0.08% | 0.09% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 549 | 92 | 0.0% | 0.0% | 233 | -575 | -51.16% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | Reduced | 522 | 86 | 0.02% | 0.04% | 234 | -449 | -46.24% | Q4 2025 | Jan 30, 2026 |
| Grove Bank & Trust | History | No change | 497 | 82 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 484 | 81 | 0.0% | 0.0% | 236 | +1 | 0.21% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 480 | 79 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | No change | 472 | 78 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 437 | 72 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 400 | 66 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 364 | 60 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 358 | 59 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 315 | 52 | 0.0% | — | 243 | +315 | New | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 300 | 49 | 0.0% | — | 244 | +300 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 284 | 47 | 0.0% | — | 245 | +284 | New | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | No change | 270 | 44 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 257 | 42 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 244 | 40 | 0.0% | 0.0% | 248 | -6 | -2.4% | Q4 2025 | Feb 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 200 | 33 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glassman Wealth Services | History | No change | 200 | 33 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | New | 160 | 26 | 0.0% | — | 251 | +160 | New | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | No change | 146 | 24 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 126 | 20 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | Added to | 117 | 19 | 0.01% | 0.01% | 254 | +1 | 0.86% | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 100 | 16 | 0.01% | — | 257 | +100 | New | Q4 2025 | Feb 10, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 16 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 16 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95 | 15 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | New | 83 | 13 | 0.0% | — | 260 | +83 | New | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 81 | 13 | 0.0% | 0.0% | 261 | -22 | -21.36% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 84 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 75 | 12 | 0.0% | — | 263 | +75 | New | Q4 2025 | Mar 04, 2026 |
| Bogart Wealth, LLC | History | No change | 74 | 12 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | No change | 63 | 10 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 47 | 7 | 0.0% | — | 266 | +47 | New | Q4 2025 | Feb 03, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 46 | 7 | 0.0% | — | 267 | +46 | New | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 38 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 35 | 5 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 28 | 4 | 0.0% | — | 271 | +28 | New | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -18,022 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -17,311 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,573 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NewSquare Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,411 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.24% | — | -9,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,315 | -100.0% | Q3 2025 | Oct 15, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.1% | — | -6,603 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,171 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -3,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,716 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,716 | -100.0% | Q3 2025 | Nov 10, 2025 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,651 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.05% | — | -491 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |