iSHARES TRUST - LRGF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | History | Added to | 3,912,625 | 272,788 | 12.58% | 13.2% | 1 | +104,578 | 2.75% | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,559,478 | 247,134 | 11.73% | 11.68% | 2 | +76,631 | 2.2% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,601,518 | 180,623 | 0.03% | 0.03% | 3 | +180,954 | 7.48% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 2,529,572 | 175,627 | 5.23% | 5.3% | 4 | +40,949 | 1.65% | Q4 2025 | Jan 16, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 2,346,333 | 162,905 | 23.52% | 23.73% | 5 | +125,766 | 5.66% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Added to | 1,865,077 | 129,492 | 3.91% | 3.92% | 6 | +58,185 | 3.22% | Q4 2025 | Feb 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 1,216,690 | 85,302 | 8.88% | 10.62% | 7 | -190,393 | -13.53% | Q4 2025 | Feb 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,067,964 | 74,148 | 6.18% | 6.26% | 8 | +5,043 | 0.47% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,045,948 | 72,620 | 0.0% | 0.0% | 9 | -28,556 | -2.66% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 856,823 | 59,489 | 1.08% | 0.89% | 10 | +207,882 | 32.03% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 797,455 | 55,367 | 1.62% | 1.79% | 11 | -3,860 | -0.48% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 754,504 | 52,385 | 0.01% | 0.01% | 12 | -22,072 | -2.84% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 741,187 | 51,460 | 3.36% | 3.46% | 13 | +18,431 | 2.55% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 731,264 | 50,771 | 0.0% | 0.0% | 14 | -35,373 | -4.61% | Q4 2025 | Feb 17, 2026 |
| EWA, LLC | History | Added to | 728,527 | 50,581 | 12.35% | 13.5% | 15 | +22,379 | 3.17% | Q4 2025 | Feb 03, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 655,275 | 45,495 | 6.47% | 6.61% | 16 | +2,011 | 0.31% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 602,054 | 41,800 | 0.01% | 0.01% | 17 | +51,964 | 9.45% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 597,630 | 41,493 | 0.0% | 0.0% | 18 | -1,341 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 569,266 | 39,524 | 0.97% | 0.98% | 19 | +42,902 | 8.15% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 553,157 | 38,405 | 0.06% | 0.05% | 20 | -8,336 | -1.48% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 533,029 | 37,008 | 0.04% | 0.06% | 21 | -5,080 | -0.94% | Q4 2025 | Feb 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 517,867 | 35,955 | 14.0% | 14.6% | 22 | +20,812 | 4.19% | Q4 2025 | Jan 28, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 485,038 | 33,676 | 6.39% | 6.39% | 23 | +10,630 | 2.24% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 380,893 | 26,445 | 0.01% | 0.01% | 24 | +49,921 | 15.08% | Q4 2025 | Feb 11, 2026 |
| DDFG, Inc | History | Added to | 364,955 | 25,338 | 5.55% | 5.71% | 25 | +7,181 | 2.01% | Q4 2025 | Jan 08, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 357,608 | 24,828 | 4.71% | 5.15% | 26 | +2,149 | 0.6% | Q4 2025 | Jan 14, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 312,356 | 21,686 | 0.98% | 0.76% | 27 | +80,543 | 34.74% | Q4 2025 | Jan 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 309,639 | 21,498 | 1.39% | 1.63% | 28 | -47,770 | -13.37% | Q4 2025 | Jan 26, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 303,492 | 21,073 | 6.1% | 5.06% | 29 | -1,932 | -0.63% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 280,140 | 19,450 | 0.01% | 0.01% | 30 | +31,073 | 12.48% | Q4 2025 | Feb 10, 2026 |
| LifeGoal Investments, LLC | History | Added to | 214,078 | 14,864 | 9.9% | 9.93% | 31 | +41,154 | 23.8% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 212,954 | 14,785 | 0.18% | 0.66% | 32 | -853,494 | -80.03% | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 211,452 | 14,681 | 0.78% | 0.77% | 33 | +5,629 | 2.73% | Q4 2025 | Jan 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 195,497 | 13,573 | 1.16% | 1.17% | 34 | +3,211 | 1.67% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 172,478 | 12,139 | 0.02% | 0.02% | 35 | -8,622 | -4.76% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | Reduced | 172,712 | 11,991 | 0.19% | 0.26% | 36 | -8,108 | -4.48% | Q4 2025 | Mar 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 164,706 | 11,435 | 0.01% | 0.01% | 37 | -2,257 | -1.35% | Q4 2025 | Feb 06, 2026 |
| Obsido Oy | History | Added to | 159,945 | 11,104 | 6.82% | 6.93% | 38 | +9,172 | 6.08% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,208 | 10,984 | 0.0% | 0.0% | 39 | +30,982 | 24.35% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 154,770 | 10,745 | 0.0% | 0.0% | 40 | -3,350 | -2.12% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 151,188 | 10,497 | 0.19% | 0.18% | 41 | +5,226 | 3.58% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 144,976 | 10,065 | 0.02% | 0.03% | 42 | -9,326 | -6.04% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 140,810 | 9,776 | 0.0% | 0.0% | 43 | +4,382 | 3.21% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 140,339 | 9,743 | 0.06% | 0.07% | 44 | -712 | -0.5% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 136,800 | 9,498 | 0.01% | — | 45 | +136,800 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135,407 | 9,401 | 0.01% | 0.01% | 46 | +13,967 | 11.5% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 129,394 | 8,984 | 0.02% | 0.02% | 47 | +11,173 | 9.45% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 126,788 | 8,802 | 0.01% | 0.01% | 48 | -1,541 | -1.2% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,526,229 | 8,772 | 0.01% | 0.01% | 49 | +1,398,261 | 1092.66% | Q4 2025 | Mar 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 121,259 | 8,418 | 0.5% | — | 50 | +121,259 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 116,561 | 8,092 | 0.11% | 0.16% | 51 | -2,787 | -2.34% | Q4 2025 | Feb 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 111,585 | 7,747 | 3.52% | 3.76% | 52 | -1,427 | -1.26% | Q4 2025 | Jan 16, 2026 |
| Family Capital Trust Co | History | Reduced | 105,382 | 7,316 | 2.39% | 2.45% | 53 | -422 | -0.4% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 102,445 | 7,113 | 0.0% | — | 54 | +102,445 | New | Q4 2025 | Feb 17, 2026 |
| Nova R Wealth, Inc. | History | Added to | 102,195 | 7,095 | 2.59% | 2.95% | 55 | +1,359 | 1.35% | Q4 2025 | Jan 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 94,839 | 6,584 | 0.14% | 0.16% | 56 | -2,598 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 93,296 | 6,477 | 2.92% | 3.0% | 57 | +1 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,159 | 6,329 | 0.01% | 0.01% | 58 | +1,452 | 1.62% | Q4 2025 | Feb 17, 2026 |
| KM Capital Management Ltd. | History | Added to | 90,582 | 6,289 | 3.21% | 2.89% | 59 | +206 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 89,776 | 6,233 | 0.12% | 0.16% | 60 | +27,412 | 43.95% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 83,311 | 5,784 | 0.43% | 0.43% | 61 | +2,713 | 3.37% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 78,506 | 5,450 | 0.0% | 0.0% | 62 | +5,131 | 6.99% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 77,074 | 5,351 | 1.92% | 2.01% | 63 | -1,484 | -1.89% | Q4 2025 | Feb 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 77,035 | 5,348 | 0.47% | 0.49% | 64 | -1,809 | -2.29% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 72,372 | 5,024 | 0.1% | 0.16% | 65 | -33,695 | -31.77% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 68,695 | 4,769 | 0.07% | 0.07% | 66 | -1,256 | -1.8% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 68,572 | 4,760 | 0.21% | 0.2% | 67 | +560 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Reduced | 67,177 | 4,664 | 1.05% | 1.09% | 68 | -1,125 | -1.65% | Q4 2025 | Feb 06, 2026 |
| RHS Financial, LLC | History | Added to | 67,068 | 4,656 | 2.27% | 2.35% | 69 | +1,601 | 2.45% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 58,058 | 4,030 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Cerity Partners LLC | History | Reduced | 50,117 | 3,479 | 0.01% | 0.01% | 71 | -1,406 | -2.73% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 48,389 | 3,377 | 0.11% | 0.12% | 72 | -635 | -1.3% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 47,833 | 3,321 | 0.03% | 0.02% | 73 | -885 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 47,730 | 3,313 | 0.46% | 0.45% | 74 | +2,022 | 4.42% | Q4 2025 | Jan 29, 2026 |
| Stokes Family Office, LLC | History | Reduced | 47,247 | 3,280 | 0.3% | 0.33% | 75 | -2,582 | -5.18% | Q4 2025 | Feb 18, 2026 |
| RVW Wealth, LLC | History | No change | 44,983 | 3,123 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 43,908 | 3,048 | 0.0% | — | 77 | +43,908 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 43,432 | 3,015 | 0.01% | — | 78 | +43,432 | New | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 42,316 | 2,937 | 0.07% | 0.07% | 79 | -230 | -0.54% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 41,974 | 2,914 | 0.0% | — | 80 | +41,974 | New | Q4 2025 | Feb 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 37,803 | 2,624 | 0.55% | 0.56% | 81 | +6,713 | 21.59% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 37,539 | 2,606 | 0.0% | 0.0% | 82 | +1,033 | 2.83% | Q4 2025 | Jan 29, 2026 |
| EVERPAR ADVISORS LLC | History | New | 37,302 | 2,589 | 0.96% | — | 83 | +37,302 | New | Q4 2025 | Jan 07, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 36,134 | 2,508 | 0.76% | 0.79% | 84 | -429 | -1.17% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,454 | 2,392 | 0.03% | 0.04% | 85 | -212 | -0.61% | Q4 2025 | Jan 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 31,145 | 2,162 | 0.29% | — | 86 | +31,145 | New | Q4 2025 | Feb 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 30,554 | 2,121 | 0.33% | 0.35% | 87 | -1,326 | -4.16% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,563 | 1,983 | 0.01% | 0.01% | 88 | +546 | 1.95% | Q4 2025 | Feb 05, 2026 |
| BFI Wealth Solutions, LLC | History | New | 28,436 | 1,974 | 1.88% | — | 89 | +28,436 | New | Q4 2025 | Feb 19, 2026 |
| GSG Advisors LLC | History | Added to | 26,059 | 1,809 | 0.47% | 0.48% | 90 | +38 | 0.15% | Q4 2025 | Jan 08, 2026 |
| Betterment LLC | History | Added to | 24,937 | 1,731 | 0.0% | 0.0% | 91 | +166 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Hershey Financial Advisers, LLC | History | New | 24,744 | 1,717 | 1.45% | — | 92 | +24,744 | New | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 24,516 | 1,702 | 0.0% | 0.0% | 93 | +1,546 | 6.73% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 22,608 | 1,569 | 0.12% | 0.13% | 94 | +35 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 22,223 | 1,542 | 0.0% | 0.0% | 95 | +194 | 0.88% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 22,146 | 1,537 | 0.65% | 0.69% | 96 | -23 | -0.1% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 22,085 | 1,533 | 0.0% | 0.0% | 97 | -65 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 21,638 | 1,502 | 0.21% | 0.22% | 98 | -1,156 | -5.07% | Q4 2025 | Jan 23, 2026 |
| Partners in Financial Planning | History | Reduced | 19,180 | 1,331 | 0.23% | 0.23% | 100 | -15 | -0.08% | Q4 2025 | Feb 02, 2026 |
| Smith Salley Wealth Management | History | No change | 19,174 | 1,331 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 19,110 | 1,326 | 0.54% | 0.09% | 101 | +15,828 | 482.27% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 17,674 | 1,227 | 0.0% | 0.0% | 102 | +5,349 | 43.4% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 17,294 | 1,200 | 0.05% | 0.05% | 103 | -505 | -2.84% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,085 | 1,186 | 0.02% | 0.02% | 104 | +5 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Planned Solutions, Inc. | History | Reduced | 16,026 | 1,112 | 0.36% | 0.45% | 105 | -2,820 | -14.96% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,761 | 1,094 | 0.0% | 0.0% | 106 | +42 | 0.27% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,861 | 1,032 | 0.0% | 0.0% | 107 | +6,388 | 75.39% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,402 | 999 | 0.01% | 0.01% | 108 | +48 | 0.33% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 12,962 | 899 | 0.11% | 0.12% | 109 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,462 | 865 | 0.0% | 0.0% | 110 | -86 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | No change | 12,436 | 863 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 12,368 | 858 | 0.25% | 0.25% | 112 | -509 | -3.95% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,165 | 844 | 0.03% | 0.03% | 113 | -344 | -2.75% | Q4 2025 | Jan 21, 2026 |
| Tranquility Partners, LLC | History | Reduced | 11,920 | 827 | 0.3% | 0.29% | 114 | -695 | -5.51% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,687 | 811 | 0.0% | 0.0% | 115 | +1,150 | 10.91% | Q4 2025 | Feb 13, 2026 |
| Bellwether Advisors, LLC | History | Added to | 11,669 | 810 | 0.13% | 0.12% | 116 | +1,346 | 13.04% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 11,218 | 778 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,927 | 758 | 0.0% | 0.0% | 118 | +399 | 3.79% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,881 | 755 | 0.22% | 0.24% | 119 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,470 | 736 | 0.17% | 0.18% | 120 | -1 | -0.01% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,598 | 735 | 0.01% | — | 121 | +10,598 | New | Q4 2025 | Feb 19, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 10,598 | 735 | 0.13% | 0.14% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Herold Advisors, Inc. | History | Added to | 10,366 | 719 | 0.16% | 0.06% | 123 | +6,384 | 160.32% | Q4 2025 | Feb 17, 2026 |
| JGP Wealth Management, LLC | History | Added to | 10,263 | 712 | 0.07% | 0.06% | 124 | +2,446 | 31.29% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 10,180 | 706 | 0.0% | 0.01% | 125 | -6,653 | -39.52% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | No change | 10,134 | 703 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,128 | 703 | 0.12% | 0.13% | 127 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,870 | 685 | 0.0% | 0.0% | 128 | +51 | 0.52% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | No change | 9,864 | 684 | 0.05% | 0.06% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9,028 | 626 | 0.04% | 0.04% | 130 | -490 | -5.15% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,946 | 621 | 0.02% | 0.02% | 131 | -240 | -2.61% | Q4 2025 | Feb 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,917 | 619 | 0.11% | 0.09% | 132 | +1,261 | 16.47% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,825 | 612 | 0.01% | 0.01% | 133 | -11 | -0.12% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,598 | 601 | 0.0% | 0.0% | 134 | -4,882 | -36.22% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,948 | 551 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,565 | 525 | 0.01% | 0.01% | 136 | -216 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 7,504 | 521 | 0.39% | 4.56% | 137 | -77,796 | -91.2% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,231 | 502 | 0.04% | 0.04% | 138 | +44 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7,216 | 501 | 0.06% | — | 139 | +7,216 | New | Q4 2025 | Jan 27, 2026 |
| XML Financial, LLC | History | New | 6,902 | 479 | 0.04% | — | 140 | +6,902 | New | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 6,478 | 449 | 0.0% | — | 141 | +6,478 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 6,413 | 445 | 0.01% | 0.02% | 142 | -3,572 | -35.77% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,354 | 441 | 0.0% | 0.0% | 143 | +27 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,682 | 394 | 0.01% | 0.02% | 144 | +235 | 4.31% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | No change | 5,576 | 387 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 5,493 | 381 | 0.01% | — | 146 | +5,493 | New | Q4 2025 | Feb 05, 2026 |
| Weil Company, Inc. | History | Reduced | 5,474 | 380 | 0.09% | 0.11% | 147 | -860 | -13.58% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,467 | 379 | 0.0% | 0.0% | 148 | -9,431 | -63.3% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,431 | 377 | 0.0% | 0.0% | 149 | +20 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Ledyard National Bank | History | Reduced | 5,395 | 374 | 0.03% | 0.04% | 150 | -415 | -7.14% | Q4 2025 | Jan 21, 2026 |
| SFE Investment Counsel | History | No change | 5,375 | 373 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,328 | 369 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,217 | 362 | 0.01% | 0.01% | 153 | -1 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | No change | 5,045 | 350 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 4,972 | 345 | 0.17% | 0.18% | 155 | +8 | 0.16% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | New | 4,649 | 325 | 0.0% | — | 156 | +4,649 | New | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,646 | 322 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,635 | 321 | 0.13% | 0.13% | 158 | +33 | 0.72% | Q4 2025 | Feb 04, 2026 |
| Hurlow Wealth Management Group, Inc. | History | New | 4,480 | 311 | 0.08% | — | 160 | +4,480 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 4,483 | 311 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | Added to | 4,262 | 295 | 0.11% | 0.12% | 162 | +22 | 0.52% | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,257 | 295 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,232 | 293 | 0.0% | 0.0% | 163 | -454 | -9.69% | Q4 2025 | Feb 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,197 | 291 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,140 | 287 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | No change | 4,143 | 287 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 4,102 | 284 | 0.13% | 0.16% | 167 | -984 | -19.35% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | New | 4,028 | 279 | 0.0% | — | 168 | +4,028 | New | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,010 | 278 | 0.0% | 0.0% | 169 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,995 | 277 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stonebrook Private Inc. | History | Added to | 3,935 | 273 | 0.06% | 0.04% | 172 | +950 | 31.83% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,927 | 273 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,745 | 260 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,747 | 260 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 3,670 | 254 | 0.07% | 0.08% | 175 | -18 | -0.49% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,607 | 250 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wright Wealth LLC | History | New | 3,583 | 248 | 0.16% | — | 177 | +3,583 | New | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,462 | 240 | 0.07% | 0.07% | 178 | -15 | -0.43% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,360 | 233 | 0.01% | 0.01% | 179 | -95 | -2.75% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,203 | 222 | 0.0% | — | 180 | +3,203 | New | Q4 2025 | Feb 18, 2026 |
| GDS Wealth Management | History | No change | 3,124 | 216 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Advisors | History | Reduced | 3,064 | 212 | 0.02% | 0.02% | 182 | -230 | -6.98% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,057 | 212 | 0.01% | 0.01% | 183 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,763 | 191 | 0.0% | 0.0% | 184 | +2,621 | 1845.77% | Q4 2025 | Feb 06, 2026 |
| Morse Asset Management, Inc | History | Reduced | 2,440 | 169 | 0.03% | 0.03% | 185 | -60 | -2.4% | Q4 2025 | Feb 03, 2026 |
| Goodman Advisory Group, LLC | History | No change | 2,304 | 159 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,185 | 151 | 0.01% | 0.01% | 187 | -136 | -5.86% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,114 | 146 | 0.07% | 0.08% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,677 | 116 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JNBA Financial Advisors | History | No change | 1,615 | 112 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,527 | 106 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 1,472 | 102 | 0.0% | 0.0% | 192 | +1,130 | 330.41% | Q4 2025 | Jan 26, 2026 |
| Avion Wealth | History | New | 1,266 | 87 | 0.02% | — | 193 | +1,266 | New | Q4 2025 | Jan 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,196 | 83 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 1,095 | 76 | 0.0% | 0.0% | 195 | -32 | -2.84% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,033 | 71 | 0.0% | 0.0% | 196 | +1 | 0.1% | Q4 2025 | Feb 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 959 | 66 | 0.0% | — | 197 | +959 | New | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 870 | 60 | 0.01% | — | 198 | +870 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | New | 860 | 59 | 0.01% | — | 199 | +860 | New | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 831 | 57 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Timmons Wealth Management, LLC | History | New | 810 | 56 | 0.06% | — | 201 | +810 | New | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Added to | 594 | 41 | 0.02% | 0.02% | 202 | +2 | 0.34% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 584 | 40 | 0.0% | — | 203 | +584 | New | Q4 2025 | Feb 13, 2026 |
| Avalon Trust Co | History | No change | 580 | 40 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 584 | 40 | 0.01% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ares Financial Consulting, LLC | History | New | 548 | 38 | 0.04% | — | 206 | +548 | New | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 509 | 35 | 0.0% | 0.0% | 207 | +285 | 127.23% | Q4 2025 | Mar 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 477 | 33 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 420 | 29 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 362 | 25 | 0.01% | — | 210 | +362 | New | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 336 | 23 | 0.0% | — | 212 | +336 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 342 | 23 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 334 | 23 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Caldwell Trust Co | History | No change | 335 | 23 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 320 | 22 | 0.01% | 0.01% | 215 | -25 | -7.25% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Added to | 319 | 22 | 0.0% | 0.0% | 216 | +1 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 323 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 300 | 20 | 0.0% | — | 218 | +300 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 285 | 19 | 0.0% | — | 219 | +285 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 261 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 264 | 18 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 202 | 14 | 0.01% | — | 223 | +202 | New | Q4 2025 | Jan 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 210 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 193 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 150 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Realta Investment Advisors | History | No change | 144 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nova Wealth Management, Inc. | History | No change | 135 | 9 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stephens Consulting, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 34 | 2 | 0.0% | — | 232 | +34 | New | Q4 2025 | Feb 11, 2026 |
| ALERUS FINANCIAL NA | History | New | 32 | 2 | 0.0% | — | 230 | +32 | New | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -12,409 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -3,255 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Graves Light Lenhart Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,239 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -3,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,921 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,571 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -2,426 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -766 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |