iSHARES TRUST - MCHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | Added to | 3,366,959 | 202,253 | 0.01% | 0.01% | 1 | +476,032 | 16.47% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 2,294,572 | 137,834 | 0.01% | 0.01% | 2 | -350,119 | -13.24% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 2,269,856 | 136,350 | 0.38% | 0.35% | 3 | +406,236 | 21.8% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,520,646 | 91,345 | 0.01% | 0.01% | 4 | +365,113 | 31.6% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,464,718 | 87,985 | 0.01% | 0.01% | 5 | -14,996 | -1.01% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,418,246 | 85,194 | 0.02% | 0.03% | 6 | +53,506 | 3.92% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 1,336,823 | 80,302 | 1.84% | 0.78% | 7 | +741,450 | 124.54% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Added to | 1,322,800 | 79,460 | 0.86% | 0.4% | 8 | +822,800 | 164.56% | Q4 2025 | Feb 05, 2026 |
| Alberta Investment Management Corp | History | No change | 1,239,380 | 74,449 | 0.44% | 0.58% | 9 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| FIL Ltd | History | Added to | 1,118,816 | 67,207 | 0.05% | 0.06% | 10 | +9,906 | 0.89% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,083,415 | 65,080 | 0.05% | 0.06% | 11 | -76,302 | -6.58% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 985,747 | 59,213 | 0.0% | 0.0% | 12 | +371,996 | 60.61% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 913,515 | 54,874 | 0.01% | 0.0% | 13 | +549,824 | 151.18% | Q4 2025 | Jan 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 846,233 | 50,833 | 0.59% | 0.74% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nipun Capital, L.P. | History | Added to | 837,600 | 50,314 | 22.96% | 23.2% | 15 | +116,100 | 16.09% | Q4 2025 | Feb 12, 2026 |
| Temasek Holdings (Private) Ltd | History | New | 744,807 | 44,740 | 0.14% | — | 16 | +744,807 | New | Q4 2025 | Feb 17, 2026 |
| Jordan Park Group LLC | History | Added to | 722,206 | 43,382 | 2.51% | 2.4% | 17 | +157,985 | 28.0% | Q4 2025 | Feb 10, 2026 |
| Saudi Central Bank | History | No change | 600,000 | 36,042 | 1.35% | 1.5% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 560,714 | 33,682 | 2.2% | 2.48% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 524,650 | 31,515 | 0.0% | 0.01% | 20 | -2,578,067 | -83.09% | Q4 2025 | Feb 11, 2026 |
| Korea Investment CORP | History | No change | 520,205 | 31,248 | 0.06% | 0.07% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 505,700 | 30,377 | 0.01% | 0.01% | 22 | +16,500 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 484,779 | 29,121 | 0.85% | 0.99% | 23 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | Added to | 449,517 | 27,002 | 0.0% | 0.0% | 24 | +19,117 | 4.44% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 441,840 | 26,541 | 0.0% | 0.01% | 25 | -542,828 | -55.13% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 419,271 | 25,243 | 0.18% | 0.36% | 26 | -292,973 | -41.13% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 412,649 | 24,787 | 0.01% | — | 27 | +412,649 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 411,193 | 24,700 | 1.23% | 1.44% | 28 | +2,852 | 0.7% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 400,784 | 24,075 | 0.25% | 0.15% | 29 | +202,385 | 102.01% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 335,452 | 20,150 | 0.06% | 0.06% | 30 | -30,206 | -8.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 315,055 | 18,925 | 0.0% | — | 31 | +315,055 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 301,790 | 18,128 | 0.05% | 0.06% | 32 | -9,110 | -2.93% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 295,965 | 17,776 | 0.0% | 0.0% | 33 | -34,381 | -10.41% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Reduced | 292,500 | 17,570 | 0.14% | 0.35% | 34 | -434,700 | -59.78% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 283,520 | 17,479 | 0.19% | 0.27% | 35 | -97,435 | -25.58% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 285,595 | 17,155 | 0.07% | 0.1% | 36 | -104,629 | -26.81% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 254,233 | 15,271 | 1.19% | 1.38% | 37 | -4,549 | -1.76% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 241,332 | 14,496 | 0.0% | 0.0% | 38 | -371,480 | -60.62% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 237,866 | 14,288 | 0.01% | 0.01% | 39 | +28,067 | 13.38% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 230,598 | 13,851 | 0.05% | 0.06% | 40 | +10,544 | 4.79% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 207,500 | 12,464 | 0.02% | — | 41 | +207,500 | New | Q4 2025 | Feb 12, 2026 |
| Erste Asset Management GmbH | History | No change | 201,539 | 12,106 | 0.1% | 0.13% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 194,049 | 11,656 | 0.01% | — | 43 | +194,049 | New | Q4 2025 | Feb 13, 2026 |
| Journey Advisory Group, LLC | History | Added to | 190,832 | 11,463 | 0.96% | 0.72% | 44 | +43,533 | 29.55% | Q4 2025 | Jan 27, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 189,144 | 11,361 | 2.23% | 2.55% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 188,081 | 11,297 | 0.12% | 0.6% | 46 | +60,697 | 47.65% | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 184,449 | 11,078 | 0.29% | 0.66% | 47 | -225,814 | -55.04% | Q4 2025 | Jan 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 182,680 | 10,973 | 0.12% | — | 48 | +182,680 | New | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 180,886 | 10,865 | 0.0% | 0.0% | 49 | -21,880 | -10.79% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 179,089 | 10,757 | 0.54% | 0.65% | 50 | +568 | 0.32% | Q4 2025 | Jan 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 174,648 | 10,491 | 0.04% | 0.03% | 51 | +68,530 | 64.58% | Q4 2025 | Feb 12, 2026 |
| Fosun International Ltd | History | New | 174,000 | 10,452 | 2.43% | — | 52 | +174,000 | New | Q4 2025 | Feb 11, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 171,400 | 10,295 | 0.97% | 1.02% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 168,407 | 10,116 | 0.38% | 0.44% | 54 | +1,177 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | No change | 166,895 | 10,025 | 0.38% | 0.48% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 161,100 | 9,677 | 0.0% | 0.0% | 56 | -120,200 | -42.73% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 145,087 | 9,493 | 0.03% | 0.03% | 57 | +3,240 | 2.28% | Q4 2025 | Feb 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 151,379 | 9,093 | 0.05% | — | 58 | +151,379 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 143,585 | 8,625 | 0.0% | 0.01% | 59 | -66,622 | -31.69% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 141,192 | 8,481 | 0.07% | 0.09% | 60 | -9,283 | -6.17% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 128,746 | 7,733 | 0.0% | 0.0% | 61 | -3,722 | -2.81% | Q4 2025 | Feb 13, 2026 |
| CapWealth Advisors, LLC | History | Added to | 127,110 | 7,635 | 0.52% | 0.57% | 62 | +916 | 0.73% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 120,000 | 7,208 | 0.11% | 0.03% | 63 | +92,000 | 328.57% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 117,468 | 7,056 | 0.16% | 0.17% | 64 | +7,656 | 6.97% | Q4 2025 | Jan 27, 2026 |
| INTERCAPITAL, LLC | History | New | 108,300 | 6,505 | 2.29% | — | 65 | +108,300 | New | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 107,150 | 6,436 | 0.05% | — | 66 | +107,150 | New | Q4 2025 | Feb 13, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 99,781 | 5,993 | 0.7% | 0.69% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 97,000 | 5,827 | 0.01% | 0.0% | 68 | +87,000 | 870.0% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 92,082 | 5,531 | 0.01% | 0.01% | 69 | -2,312 | -2.45% | Q4 2025 | Jan 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 91,300 | 5,484 | 0.01% | — | 70 | +91,300 | New | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 91,142 | 5,475 | 0.67% | 0.72% | 71 | +6,637 | 7.85% | Q4 2025 | Jan 07, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 88,660 | 5,325 | 3.25% | 3.62% | 72 | +966 | 1.1% | Q4 2025 | Jan 22, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 84,318 | 5,064 | 0.55% | 0.62% | 73 | +2,549 | 3.12% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 82,941 | 4,982 | 0.0% | 0.0% | 74 | -16,724 | -16.78% | Q4 2025 | Feb 18, 2026 |
| Demars Financial Group, LLC | History | Added to | 82,054 | 4,928 | 1.65% | 1.81% | 75 | +2,885 | 3.64% | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 81,005 | 4,865 | 0.0% | 0.0% | 76 | -7,651 | -8.63% | Q4 2025 | Feb 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 75,500 | 4,573 | 0.03% | 0.01% | 77 | +45,350 | 150.41% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 72,233 | 4,339 | 0.0% | 0.0% | 78 | +48,949 | 210.23% | Q4 2025 | Mar 20, 2026 |
| BARCLAYS PLC | History | Added to | 67,218 | 4,037 | 0.0% | 0.0% | 79 | +45,041 | 203.1% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 60,790 | 3,651 | 0.01% | 0.01% | 80 | +1,016 | 1.7% | Q4 2025 | Jan 15, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 60,035 | 3,606 | 0.19% | 0.26% | 81 | -10,148 | -14.46% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 58,277 | 3,500 | 0.01% | 0.01% | 82 | -29,527 | -33.63% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,322 | 3,263 | 0.0% | 0.0% | 83 | +1,220 | 2.3% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 54,232 | 3,257 | 0.37% | 0.37% | 84 | +7,992 | 17.28% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 52,434 | 3,149 | 0.0% | 0.0% | 85 | -17,619 | -25.15% | Q4 2025 | Feb 10, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 52,254 | 3,138 | 0.44% | 0.48% | 86 | +1,576 | 3.11% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 51,331 | 3,083 | 0.0% | 0.0% | 87 | +48,467 | 1692.28% | Q4 2025 | Feb 06, 2026 |
| DV EQUITIES, LLC | History | New | 50,045 | 3,006 | 0.54% | — | 88 | +50,045 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 48,546 | 2,916 | 0.03% | 0.05% | 89 | -15,547 | -24.26% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Reduced | 45,440 | 2,729 | 0.01% | 0.01% | 90 | -15,493 | -25.43% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 45,426 | 2,728 | 0.0% | 0.01% | 91 | -20,086 | -30.66% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 45,401 | 2,727 | 0.72% | 0.33% | 92 | +26,760 | 143.55% | Q4 2025 | Feb 10, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 45,102 | 2,709 | 0.89% | 0.92% | 93 | +3,253 | 7.77% | Q4 2025 | Jan 27, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 43,743 | 2,627 | 0.2% | — | 94 | +43,743 | New | Q4 2025 | Feb 13, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 43,482 | 2,611 | 2.34% | 3.05% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 42,296 | 2,540 | 0.0% | 0.01% | 96 | -54,129 | -56.14% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 41,835 | 2,513 | 0.0% | 0.0% | 97 | -24,840 | -37.26% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 41,739 | 2,507 | 0.02% | — | 98 | +41,739 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 40,185 | 2,413 | 0.0% | 0.0% | 99 | +10,065 | 33.42% | Q4 2025 | Feb 19, 2026 |
| RBF Capital, LLC | History | Reduced | 40,000 | 2,402 | 0.11% | 0.15% | 100 | -10,000 | -20.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,373 | 2,308 | 0.0% | 0.0% | 101 | +27,800 | 262.93% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 37,393 | 2,246 | 0.0% | 0.0% | 102 | +2,526 | 7.24% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 36,654 | 2,201 | 0.0% | — | 103 | +36,654 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,550 | 2,135 | 0.01% | 0.0% | 104 | +34,931 | 5643.13% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Reduced | 35,055 | 2,105 | 0.0% | 0.0% | 105 | -27 | -0.08% | Q4 2025 | Jan 29, 2026 |
| FARLEY CAPITAL L.P. | History | Reduced | 34,220 | 2,055 | 1.53% | 2.8% | 106 | -24,755 | -41.98% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 31,700 | 1,904 | 0.0% | 0.0% | 107 | -9,900 | -23.8% | Q4 2025 | Mar 12, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 31,654 | 1,901 | 0.73% | 1.04% | 108 | -8,214 | -20.6% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 31,187 | 1,873 | 0.01% | 0.0% | 109 | +22,758 | 270.0% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 30,908 | 1,856 | 0.62% | 0.75% | 110 | -2,593 | -7.74% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 29,955 | 1,799 | 0.08% | 0.08% | 111 | +4,541 | 17.87% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,181 | 1,692 | 0.01% | 0.01% | 112 | -580 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 27,541 | 1,654 | 0.03% | 0.03% | 113 | +6,245 | 29.32% | Q4 2025 | Jan 28, 2026 |
| Hyposwiss Advisors SA | History | New | 27,025 | 1,623 | 1.59% | — | 114 | +27,025 | New | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 25,000 | 1,501 | 0.07% | 0.09% | 115 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 24,694 | 1,483 | 0.46% | 0.57% | 116 | -2,832 | -10.29% | Q4 2025 | Jan 15, 2026 |
| Avestar Capital, LLC | History | No change | 24,449 | 1,468 | 0.1% | 0.11% | 117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avos Capital Management, LLC | History | No change | 23,858 | 1,433 | 0.63% | 0.73% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 23,441 | 1,408 | 0.18% | 0.2% | 119 | +281 | 1.21% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 23,256 | 1,397 | 0.05% | 0.05% | 120 | +5,014 | 27.49% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 22,820 | 1,370 | 0.33% | 0.37% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 22,587 | 1,356 | 0.0% | 0.0% | 122 | +10,559 | 87.79% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 22,100 | 1,327 | 0.0% | — | 123 | +22,100 | New | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 21,454 | 1,295 | 0.06% | — | 124 | +21,454 | New | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Added to | 19,740 | 1,185 | 0.07% | 0.06% | 125 | +4,135 | 26.5% | Q4 2025 | Feb 04, 2026 |
| Boltwood Capital Management | History | Added to | 17,475 | 1,049 | 0.27% | 0.3% | 126 | +125 | 0.72% | Q4 2025 | Jan 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,115 | 1,028 | 0.0% | 0.0% | 127 | +44 | 0.26% | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 16,713 | 1,003 | 0.17% | 0.25% | 128 | -2,561 | -13.29% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,453 | 988 | 0.0% | 0.0% | 129 | +1,164 | 7.61% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,161 | 970 | 0.01% | 0.02% | 130 | -16,532 | -50.57% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,087 | 966 | 0.0% | 0.0% | 131 | +12,855 | 397.74% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | Reduced | 15,812 | 949 | 0.0% | 0.02% | 132 | -45,131 | -74.05% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,591 | 937 | 0.0% | 0.01% | 133 | -13,718 | -46.8% | Q4 2025 | Jan 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 15,500 | 931 | 0.12% | — | 134 | +15,500 | New | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 15,295 | 918 | 0.09% | 0.02% | 135 | +12,182 | 391.33% | Q4 2025 | Feb 04, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 15,098 | 906 | 0.01% | 0.02% | 136 | -16,158 | -51.7% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 14,300 | 859 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Intellectus Partners, LLC | History | Reduced | 14,183 | 851 | 0.16% | 0.21% | 138 | -2,637 | -15.68% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 14,149 | 849 | 0.0% | 0.0% | 139 | -2,628 | -15.66% | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 14,012 | 841 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | New | 12,977 | 786 | 0.08% | — | 141 | +12,977 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,080 | 785 | 0.02% | 0.02% | 142 | +64 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 12,927 | 776 | 0.0% | 0.0% | 143 | -792 | -5.77% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 12,600 | 756 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quartz Partners, LLC | History | Reduced | 12,436 | 747 | 0.28% | 0.3% | 145 | -276 | -2.17% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 11,851 | 711 | 0.0% | 0.0% | 146 | +3,829 | 47.73% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,582 | 695 | 0.0% | 0.0% | 147 | +324 | 2.88% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,532 | 692 | 0.0% | 0.0% | 148 | -816 | -6.61% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,472 | 689 | 0.0% | 0.0% | 149 | +6,901 | 150.97% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,282 | 677 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 11,094 | 666 | 0.01% | 0.01% | 151 | +210 | 1.93% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,657 | 640 | 0.0% | 0.0% | 152 | +1,726 | 19.33% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 10,647 | 639 | 0.0% | 0.0% | 153 | +35 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,492 | 630 | 0.0% | 0.0% | 154 | -660 | -5.92% | Q4 2025 | Feb 17, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 10,000 | 600 | 0.41% | 0.45% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,775 | 587 | 0.02% | 0.01% | 156 | +1,662 | 20.49% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | No change | 9,667 | 580 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DRW Securities, LLC | History | Reduced | 9,436 | 566 | 0.01% | 0.05% | 158 | -32,044 | -77.25% | Q4 2025 | Feb 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 9,387 | 563 | 0.06% | 0.05% | 159 | +2,319 | 32.81% | Q4 2025 | Jan 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 9,318 | 559 | 0.06% | 0.08% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 9,200 | 552 | 0.01% | 0.01% | 161 | +3,800 | 70.37% | Q4 2025 | Feb 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 8,809 | 545 | 0.27% | 0.3% | 162 | +481 | 5.78% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,616 | 517 | 0.01% | 0.01% | 163 | -2,516 | -22.6% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | Reduced | 8,426 | 506 | 0.0% | 0.0% | 164 | -11,903 | -58.55% | Q4 2025 | Feb 10, 2026 |
| Lynx Investment Advisory | History | New | 8,277 | 497 | 0.27% | — | 165 | +8,277 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,261 | 496 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,002 | 480 | 0.05% | 0.16% | 167 | -3,463 | -30.2% | Q4 2025 | Feb 17, 2026 |
| Altiora Financial Group, LLC | History | No change | 7,990 | 479 | 0.08% | 0.1% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 7,703 | 462 | 0.02% | — | 169 | +7,703 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,358 | 442 | 0.0% | 0.0% | 170 | +489 | 7.12% | Q4 2025 | Mar 16, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 7,173 | 430 | 0.1% | 0.24% | 171 | -7,507 | -51.14% | Q4 2025 | Feb 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 2,900 | 421 | 0.1% | 0.09% | 172 | -2,900 | -50.0% | Q4 2025 | Feb 12, 2026 |
| V-Square Quantitative Management LLC | History | New | 6,682 | 401 | 0.04% | — | 173 | +6,682 | New | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,627 | 398 | 0.0% | 0.0% | 174 | -2,992 | -31.11% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,528 | 392 | 0.0% | 0.0% | 175 | -2,020 | -23.63% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,421 | 386 | 0.0% | 0.0% | 176 | -1,390 | -17.8% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,308 | 378 | 0.0% | 0.0% | 177 | -813 | -11.42% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,192 | 371 | 0.0% | 0.01% | 178 | -3,669 | -37.21% | Q4 2025 | Jan 23, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 5,473 | 343 | 0.08% | — | 179 | +5,473 | New | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,665 | 340 | 0.01% | 0.01% | 180 | +285 | 5.3% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,625 | 337 | 0.0% | — | 181 | +5,625 | New | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 5,471 | 328 | 0.05% | 0.06% | 182 | -153 | -2.72% | Q4 2025 | Jan 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 5,434 | 326 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allie Family Office LLC | History | No change | 5,368 | 322 | 0.15% | 0.17% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,350 | 321 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 5,317 | 319 | 0.14% | 0.16% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,149 | 309 | 0.39% | 0.44% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,066 | 304 | 0.02% | 0.02% | 188 | +1,204 | 31.18% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 5,068 | 304 | 0.01% | 0.02% | 189 | -165 | -3.15% | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5,000 | 300 | 0.1% | 0.11% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 4,965 | 298 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,933 | 296 | 0.0% | 0.0% | 192 | -585 | -10.6% | Q4 2025 | Feb 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 4,876 | 293 | 0.0% | — | 193 | +4,876 | New | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | No change | 4,872 | 292 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sentry LLC | History | No change | 4,797 | 288 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,711 | 282 | 0.0% | — | 198 | +4,711 | New | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,705 | 282 | 0.0% | 0.0% | 197 | -3,328 | -41.43% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,695 | 282 | 0.0% | 0.0% | 196 | +132 | 2.89% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,651 | 279 | 0.0% | 0.0% | 199 | -60 | -1.27% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,184 | 262 | 0.0% | 0.0% | 200 | -23 | -0.55% | Q4 2025 | Jan 08, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 4,312 | 259 | 0.05% | 0.06% | 201 | -475 | -9.92% | Q4 2025 | Jan 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 4,161 | 250 | 0.02% | 0.02% | 202 | -381 | -8.39% | Q4 2025 | Feb 06, 2026 |
| USA FINANCIAL FORMULAS | History | New | 4,125 | 247 | 0.04% | — | 203 | +4,125 | New | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | New | 4,069 | 244 | 0.0% | — | 204 | +4,069 | New | Q4 2025 | Feb 17, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 4,060 | 243 | 0.0% | — | 205 | +4,060 | New | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 4,000 | 240 | 0.01% | — | 206 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| SWMG, LLC | History | Reduced | 3,841 | 236 | 0.07% | 0.1% | 207 | -1,111 | -22.44% | Q4 2025 | Feb 10, 2026 |
| EARNEST PARTNERS LLC | History | No change | 3,754 | 225 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,644 | 218 | 0.0% | 0.0% | 209 | +1,795 | 97.08% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 3,458 | 207 | 0.0% | — | 210 | +3,458 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,428 | 205 | 0.0% | 0.0% | 211 | +26 | 0.76% | Q4 2025 | Feb 06, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 3,397 | 204 | 0.03% | 0.03% | 212 | +168 | 5.2% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,360 | 201 | 0.01% | 0.02% | 213 | -6,585 | -66.21% | Q4 2025 | Feb 03, 2026 |
| Rathbones Group PLC | History | No change | 3,330 | 200 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Galilei Investment Office LLP | History | Added to | 3,060 | 183 | 0.09% | 0.05% | 215 | +1,360 | 80.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 3,013 | 180 | 0.0% | 0.0% | 216 | +1,013 | 50.65% | Q4 2025 | Feb 06, 2026 |
| NATIXIS | History | Reduced | 2,782 | 167 | 0.0% | 0.01% | 217 | -16,651 | -85.68% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,579 | 166 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 2,700 | 162 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 2,508 | 151 | 0.0% | 0.0% | 220 | -21 | -0.83% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,227 | 133 | 0.0% | 0.0% | 221 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,157 | 129 | 0.0% | 0.0% | 222 | +1,703 | 375.11% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 1,900 | 114 | 0.0% | 0.0% | 223 | -4,000 | -67.8% | Q4 2025 | Feb 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,900 | 114 | 0.03% | 0.04% | 224 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,894 | 113 | 0.0% | 0.0% | 225 | -102 | -5.11% | Q4 2025 | Feb 06, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 1,777 | 107 | 0.0% | 0.0% | 226 | +179 | 11.2% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,748 | 105 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,735 | 104 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,694 | 101 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOM Asset Management Ltd | History | No change | 1,620 | 97 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Groupe la Francaise | History | Reduced | 1,500 | 90 | 0.0% | 0.01% | 231 | -11,675 | -88.61% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | New | 1,250 | 75 | 0.04% | — | 232 | +1,250 | New | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,237 | 74 | 0.0% | 0.0% | 233 | -635 | -33.92% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,233 | 74 | 0.01% | 0.01% | 234 | -313 | -20.25% | Q4 2025 | Jan 26, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,155 | 69 | 0.0% | 0.0% | 235 | -1 | -0.09% | Q4 2025 | Feb 03, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 1,020 | 61 | 0.0% | 0.0% | 236 | -3,800 | -78.84% | Q4 2025 | Jan 16, 2026 |
| DV Trading LLC | History | New | 1,000 | 60 | 0.0% | — | 237 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 970 | 58 | 0.0% | 0.01% | 238 | -10,000 | -91.16% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 952 | 57 | 0.04% | 0.05% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 932 | 55 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Matrix Trust Co | History | Reduced | 902 | 54 | 0.01% | 0.01% | 242 | -221 | -19.68% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 908 | 54 | 0.0% | 0.0% | 241 | -78 | -7.91% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | New | 822 | 49 | 0.03% | — | 243 | +822 | New | Q4 2025 | Feb 17, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 749 | 44 | 0.02% | 0.03% | 244 | -18 | -2.35% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 650 | 39 | 0.0% | — | 245 | +650 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | New | 610 | 38 | 0.0% | — | 246 | +610 | New | Q4 2025 | Jan 26, 2026 |
| Aventura Private Wealth, LLC | History | No change | 625 | 37 | 0.01% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 546 | 32 | 0.0% | — | 248 | +546 | New | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 30 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 490 | 29 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 439 | 26 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 417 | 25 | 0.0% | 0.0% | 252 | +396 | 1885.71% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 400 | 24 | 0.0% | — | 254 | +400 | New | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 406 | 24 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sankala Group LLC | History | New | 375 | 22 | 0.02% | — | 255 | +375 | New | Q4 2025 | Mar 02, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 292 | 17 | 0.01% | 0.01% | 256 | -12 | -3.95% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 264 | 15 | 0.0% | 0.0% | 257 | +111 | 72.55% | Q4 2025 | Feb 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 227 | 13 | 0.01% | 0.01% | 259 | +3 | 1.34% | Q4 2025 | Jan 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 233 | 13 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 207 | 12 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Running Point Capital Advisors, LLC | History | New | 188 | 11 | 0.0% | — | 261 | +188 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 195 | 11 | 0.0% | 0.02% | 262 | -63 | -24.42% | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | New | 169 | 10 | 0.0% | — | 264 | +169 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 180 | 10 | 0.0% | 0.0% | 263 | +2 | 1.12% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 173 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bangor Savings Bank | History | New | 162 | 9 | 0.0% | — | 267 | +162 | New | Q4 2025 | Jan 16, 2026 |
| UMB Bank, n.a. | History | New | 150 | 9 | 0.0% | — | 266 | +150 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 148 | 8 | 0.0% | — | 269 | +148 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 136 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 129 | 7 | 0.0% | 0.01% | 270 | -334 | -72.14% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | New | 115 | 6 | 0.0% | — | 276 | +115 | New | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 108 | 6 | 0.0% | — | 273 | +108 | New | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | New | 100 | 6 | 0.0% | — | 274 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 106 | 6 | 0.0% | 0.0% | 275 | -28 | -20.9% | Q4 2025 | Feb 06, 2026 |
| ALLIANZ SE | History | No change | 102 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | New | 97 | 5 | 0.0% | — | 278 | +97 | New | Q4 2025 | Jan 21, 2026 |
| Coston, McIsaac & Partners | History | New | 96 | 5 | 0.0% | — | 280 | +96 | New | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | New | 86 | 5 | 0.0% | — | 277 | +86 | New | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Reduced | 75 | 5 | 0.0% | 0.0% | 279 | -22 | -22.68% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 81 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 42 | 2 | 0.0% | 0.0% | 287 | -139 | -76.8% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 35 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | No change | 41 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 34 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 25 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -325,108 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Angeles Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -227,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -30,289 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -29,544 | -100.0% | Q3 2025 | Dec 17, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -26,727 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.43% | — | -26,404 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -24,471 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,565 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -8,619 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,835 | -100.0% | Q3 2025 | Nov 05, 2025 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,714 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,512 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,248 | -100.0% | Q3 2025 | Oct 24, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,664 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,565 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BOS Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,349 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,222 | -100.0% | Q3 2025 | Jan 22, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -3,190 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,147 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -3,070 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,069 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARINGS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,944 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,050 | -100.0% | Q3 2025 | Dec 05, 2025 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.0% | — | -941 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -596 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -388 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SageView Advisory Group, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Camelot Portfolios, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |