iShares U.S. ETF Trust - MEAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 | 3,213,395 | 161,698 | 0.01% | 0.01% | 1 | -205,435 | -6.01% | Q4 2025 | Feb 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,191,159 | 110,259 | 8.22% | 8.18% | 2 | +163,620 | 8.07% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,470,159 | 73,978 | 0.14% | 0.13% | 3 | +211,363 | 16.79% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,373,218 | 69,100 | 3.8% | 4.04% | 4 | +622 | 0.05% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,173,801 | 59,065 | 0.0% | 0.0% | 5 | +92,891 | 8.59% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 672,920 | 33,861 | 0.01% | 0.01% | 6 | +62,938 | 10.32% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 652,199 | 32,818 | 0.39% | 0.3% | 7 | -5,641 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Added to | 550,934 | 27,723 | 0.84% | 0.84% | 8 | +23,603 | 4.48% | Q4 2025 | Jan 12, 2026 |
| Cetera Investment Advisers | History | Added to | 485,302 | 24,420 | 0.03% | 0.01% | 9 | +281,524 | 138.15% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 445,545 | 22,468 | 2.34% | 2.49% | 10 | -6,444 | -1.43% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 393,836 | 19,817 | 0.48% | 0.64% | 11 | -78,459 | -16.61% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 379,793 | 19,111 | 0.01% | 0.01% | 12 | -80,463 | -17.48% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 307,365 | 15,466 | 0.03% | — | 13 | +307,365 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 298,634 | 15,027 | 0.0% | 0.0% | 14 | -32,923 | -9.93% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 231,991 | 11,674 | 0.02% | 0.02% | 15 | +11,875 | 5.39% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 201,764 | 10,152 | 0.01% | 0.02% | 16 | +1,171 | 0.58% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 194,734 | 9,798 | 0.01% | 0.01% | 17 | +322 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 185,233 | 9,320 | 0.25% | 0.27% | 18 | -8,222 | -4.25% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 182,394 | 9,178 | 0.02% | 0.02% | 19 | +19,690 | 12.1% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 182,240 | 9,171 | 0.0% | — | 20 | +182,240 | New | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 180,115 | 9,063 | 0.09% | 0.13% | 21 | -16,636 | -8.46% | Q4 2025 | Feb 10, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 175,678 | 8,840 | 2.71% | 3.04% | 22 | -12,074 | -6.43% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 170,185 | 8,564 | 0.02% | 0.03% | 23 | +1,513 | 0.9% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 166,354 | 8,370 | 0.0% | 0.0% | 24 | +34,745 | 26.4% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 136,547 | 6,871 | 0.09% | 0.11% | 25 | -35,081 | -20.44% | Q4 2025 | Feb 05, 2026 |
| Smart Money Group LLC | History | Added to | 136,262 | 6,856 | 2.0% | 1.99% | 26 | +3,236 | 2.43% | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Reduced | 133,731 | 6,729 | 0.01% | 0.01% | 27 | -14,356 | -9.69% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 121,167 | 6,097 | 0.03% | 0.02% | 28 | +35,850 | 42.02% | Q4 2025 | Jan 29, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 118,296 | 5,952 | 4.23% | — | 29 | +118,296 | New | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 114,797 | 5,776 | 0.01% | 0.0% | 30 | +71,733 | 166.57% | Q4 2025 | Mar 16, 2026 |
| Savant Capital, LLC | History | Reduced | 114,106 | 5,741 | 0.03% | 0.04% | 31 | -32,489 | -22.16% | Q4 2025 | Feb 10, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 111,828 | 5,627 | 0.93% | 1.01% | 32 | -4,209 | -3.63% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 107,594 | 5,414 | 0.04% | 0.02% | 33 | +70,989 | 193.93% | Q4 2025 | Jan 26, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 105,166 | 5,291 | 0.33% | 0.08% | 34 | +78,980 | 301.61% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 103,503 | 5,208 | 0.02% | 0.03% | 35 | -6,047 | -5.52% | Q4 2025 | Feb 18, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 103,421 | 5,204 | 1.09% | 1.07% | 36 | +5,177 | 5.27% | Q4 2025 | Jan 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 102,678 | 5,166 | 0.88% | 0.87% | 37 | +7,531 | 7.92% | Q4 2025 | Feb 24, 2026 |
| Ascent Group, LLC | History | Reduced | 95,067 | 4,783 | 0.16% | 0.18% | 38 | -4,842 | -4.85% | Q4 2025 | Jan 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 89,290 | 4,493 | 1.42% | 1.46% | 39 | +7,865 | 9.66% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 80,859 | 4,068 | 0.04% | 0.05% | 40 | -10,410 | -11.41% | Q4 2025 | Feb 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 80,820 | 4,066 | 1.07% | — | 41 | +80,820 | New | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 79,808 | 4,015 | 0.0% | 0.0% | 42 | +16,304 | 25.67% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 79,758 | 4,013 | 2.1% | 2.31% | 43 | -1,508 | -1.86% | Q4 2025 | Jan 16, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 76,887 | 3,868 | 0.76% | 0.62% | 44 | +4,538 | 6.27% | Q4 2025 | Mar 03, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 76,335 | 3,841 | 0.18% | — | 45 | +76,335 | New | Q4 2025 | Feb 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 73,776 | 3,712 | 0.12% | 0.12% | 46 | -68 | -0.09% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,967 | 3,671 | 0.02% | 0.01% | 47 | +26,341 | 56.49% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 72,457 | 3,646 | 0.0% | 0.0% | 48 | +6,730 | 10.24% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 71,301 | 3,587 | 0.07% | 0.09% | 49 | -19,875 | -21.8% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 66,211 | 3,331 | 0.2% | 0.16% | 50 | +10,626 | 19.12% | Q4 2025 | Jan 20, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 65,389 | 3,290 | 0.55% | 0.55% | 51 | +1,461 | 2.29% | Q4 2025 | Jan 21, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 64,674 | 3,254 | 1.79% | 1.79% | 52 | +1,327 | 2.09% | Q4 2025 | Feb 13, 2026 |
| Horizon Wealth Management, LLC | History | No change | 62,925 | 3,166 | 0.49% | 0.47% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 61,715 | 3,105 | 0.09% | 0.08% | 54 | +7,066 | 12.93% | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 61,470 | 3,093 | 0.27% | 0.32% | 55 | -9,140 | -12.94% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,911 | 2,763 | 0.0% | 0.0% | 56 | +6,498 | 13.42% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 53,536 | 2,693 | 0.0% | 0.01% | 57 | +388 | 0.73% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Added to | 52,238 | 2,628 | 0.0% | 0.0% | 58 | +2,135 | 4.26% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 51,964 | 2,614 | 0.0% | 0.0% | 59 | +11,432 | 28.2% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,867 | 2,509 | 0.0% | 0.0% | 60 | +4,457 | 9.82% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,699 | 2,502 | 0.0% | 0.0% | 61 | -10,346 | -17.23% | Q4 2025 | Jan 08, 2026 |
| Cresta Advisors, Ltd. | History | New | 49,100 | 2,470 | 1.04% | — | 62 | +49,100 | New | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 48,687 | 2,449 | 0.04% | 0.04% | 63 | +11,434 | 30.69% | Q4 2025 | Feb 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 45,747 | 2,302 | 0.02% | 0.01% | 64 | +19,176 | 72.17% | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 42,957 | 2,166 | 0.18% | 0.18% | 66 | +3,522 | 8.93% | Q4 2025 | Jan 20, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 43,057 | 2,166 | 0.09% | 0.1% | 65 | +380 | 0.89% | Q4 2025 | Feb 11, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 41,165 | 2,071 | 0.57% | 0.58% | 67 | +1,004 | 2.5% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 40,464 | 2,036 | 0.02% | 0.02% | 68 | -204 | -0.5% | Q4 2025 | Jan 20, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 40,451 | 2,035 | 0.8% | 0.86% | 69 | -1,939 | -4.57% | Q4 2025 | Feb 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 40,384 | 2,032 | 0.12% | 0.2% | 70 | +116 | 0.29% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 40,020 | 2,013 | 0.16% | 0.15% | 71 | +5,013 | 14.32% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 37,727 | 1,898 | 0.35% | 0.3% | 72 | +5,119 | 15.7% | Q4 2025 | Jan 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 36,250 | 1,824 | 0.07% | 0.07% | 73 | -400 | -1.09% | Q4 2025 | Jan 28, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 34,154 | 1,718 | 0.41% | 0.44% | 74 | -1,000 | -2.84% | Q4 2025 | Jan 22, 2026 |
| Valeo Financial Advisors, LLC | History | New | 33,780 | 1,699 | 0.04% | — | 75 | +33,780 | New | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 33,473 | 1,684 | 0.0% | 0.0% | 76 | +10,355 | 44.79% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 33,025 | 1,661 | 0.14% | 0.17% | 77 | -4,982 | -13.11% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 32,172 | 1,618 | 0.0% | 0.0% | 78 | +1,444 | 4.7% | Q4 2025 | Feb 12, 2026 |
| Five Pine Wealth Management | History | Added to | 30,892 | 1,554 | 1.0% | 0.91% | 79 | +4,261 | 16.0% | Q4 2025 | Jan 21, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 30,777 | 1,548 | 0.1% | 0.11% | 80 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 30,425 | 1,530 | 0.03% | 0.03% | 81 | +5,250 | 20.85% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 29,779 | 1,498 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 28,443 | 1,431 | 1.19% | 1.31% | 83 | -3,086 | -9.79% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,168 | 1,417 | 0.0% | 0.0% | 84 | +9,462 | 50.58% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 27,053 | 1,361 | 0.01% | 0.01% | 85 | -1,581 | -5.52% | Q4 2025 | Jan 29, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 25,522 | 1,284 | 0.12% | 0.1% | 86 | +4,970 | 24.18% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,428 | 1,279 | 0.01% | 0.01% | 88 | -8,199 | -24.38% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 25,434 | 1,279 | 0.01% | 0.01% | 87 | -120 | -0.47% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,692 | 1,242 | 0.0% | 0.0% | 89 | +11,300 | 84.38% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 24,073 | 1,211 | 0.43% | — | 90 | +24,073 | New | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 23,528 | 1,183 | 0.01% | 0.01% | 91 | +1,455 | 6.59% | Q4 2025 | Jan 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 23,314 | 1,173 | 0.31% | — | 92 | +23,314 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 23,260 | 1,170 | 0.05% | — | 93 | +23,260 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 22,612 | 1,137 | 1.07% | — | 94 | +22,612 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 22,579 | 1,136 | 0.0% | 0.0% | 95 | -619 | -2.67% | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 22,045 | 1,113 | 0.23% | 0.27% | 96 | +3,147 | 16.65% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 21,965 | 1,105 | 0.03% | 0.03% | 97 | +632 | 2.96% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 21,535 | 1,083 | 0.06% | 0.06% | 98 | -1,018 | -4.51% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,425 | 1,078 | 0.01% | 0.01% | 99 | +6,301 | 41.66% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,197 | 1,067 | 0.0% | 0.0% | 100 | -3,016 | -12.46% | Q4 2025 | Feb 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 21,027 | 1,058 | 0.26% | 0.28% | 101 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 20,868 | 1,050 | 0.03% | 0.05% | 102 | -1,381 | -6.21% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,719 | 1,042 | 0.02% | 0.02% | 103 | -550 | -2.59% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,188 | 1,015 | 0.05% | 0.05% | 104 | +49 | 0.24% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,988 | 1,005 | 0.0% | 0.0% | 105 | -12,352 | -38.19% | Q4 2025 | Feb 02, 2026 |
| Bellecapital International Ltd. | History | No change | 19,908 | 1,001 | 0.18% | 0.16% | 106 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 18,628 | 937 | 0.58% | 0.59% | 107 | -252 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Client First Capital LLC | History | Added to | 17,848 | 898 | 0.38% | 0.2% | 108 | +9,044 | 102.73% | Q4 2025 | Jan 26, 2026 |
| Objective Capital Management, LLC | History | Added to | 17,850 | 898 | 0.91% | 0.74% | 109 | +3,633 | 25.55% | Q4 2025 | Feb 04, 2026 |
| Brookwood Investment Group LLC | History | Added to | 17,498 | 880 | 0.11% | 0.09% | 110 | +4,242 | 32.0% | Q4 2025 | Jan 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 17,470 | 879 | 0.04% | — | 111 | +17,470 | New | Q4 2025 | Feb 12, 2026 |
| 4J Wealth Management LLC | History | Reduced | 17,174 | 864 | 0.49% | 0.53% | 112 | -565 | -3.19% | Q4 2025 | Jan 15, 2026 |
| DORVAL Corp | History | Added to | 17,004 | 855 | 0.27% | 0.16% | 113 | +7,711 | 82.98% | Q4 2025 | Jan 26, 2026 |
| Elequin Capital, LP | History | New | 15,782 | 794 | 0.06% | — | 114 | +15,782 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 15,460 | 777 | 0.01% | — | 115 | +15,460 | New | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 15,103 | 760 | 0.28% | 0.28% | 116 | +786 | 5.49% | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 15,000 | 754 | 0.05% | 0.05% | 117 | -8 | -0.05% | Q4 2025 | Jan 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 14,016 | 705 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 13,808 | 694 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | New | 13,737 | 691 | 0.08% | — | 120 | +13,737 | New | Q4 2025 | Jan 23, 2026 |
| Sharkey, Howes & Javer | History | Added to | 13,476 | 678 | 0.09% | 0.09% | 121 | +89 | 0.66% | Q4 2025 | Jan 13, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 12,748 | 641 | 1.94% | — | 122 | +12,748 | New | Q4 2025 | Feb 06, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 12,297 | 618 | 0.2% | 0.23% | 123 | -1,200 | -8.89% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,924 | 601 | 0.01% | 0.02% | 124 | +57 | 0.48% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,822 | 594 | 0.0% | 0.0% | 125 | +4,303 | 57.23% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,736 | 590 | 0.02% | 0.03% | 126 | -5,576 | -32.21% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,650 | 586 | 0.01% | 0.0% | 127 | +9,613 | 471.92% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,755 | 541 | 0.07% | 0.06% | 128 | +3,170 | 41.79% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,591 | 533 | 0.01% | 0.01% | 129 | +582 | 5.81% | Q4 2025 | Feb 02, 2026 |
| McAdam, LLC | History | New | 10,534 | 530 | 0.02% | — | 130 | +10,534 | New | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 10,500 | 528 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,352 | 470 | 0.01% | 0.01% | 132 | +482 | 5.43% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | New | 9,169 | 461 | 0.0% | — | 133 | +9,169 | New | Q4 2025 | Feb 11, 2026 |
| KM Capital Management Ltd. | History | Reduced | 9,066 | 456 | 0.23% | 0.22% | 134 | -450 | -4.73% | Q4 2025 | Feb 17, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 9,061 | 455 | 0.17% | 0.19% | 135 | -366 | -3.88% | Q4 2025 | Feb 10, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 8,854 | 445 | 0.1% | 0.08% | 136 | +144 | 1.65% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 8,691 | 437 | 0.01% | — | 137 | +8,691 | New | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,640 | 434 | 0.01% | 0.01% | 138 | +155 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | New | 8,460 | 425 | 0.32% | — | 139 | +8,460 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | New | 8,460 | 425 | 0.32% | — | 140 | +8,460 | New | Q4 2025 | Jan 13, 2026 |
| Cross Staff Investments Inc | History | No change | 8,000 | 402 | 0.22% | 0.28% | 141 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Southeast Asset Advisors, LLC | History | New | 7,750 | 389 | 0.04% | — | 142 | +7,750 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 7,532 | 379 | 0.01% | — | 143 | +7,532 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Reduced | 7,478 | 376 | 0.01% | 0.02% | 145 | -3,418 | -31.37% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | No change | 7,476 | 376 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,462 | 375 | 0.01% | 0.01% | 146 | +1,336 | 21.81% | Q4 2025 | Feb 17, 2026 |
| Financial Plan, Inc. | History | New | 7,300 | 367 | 0.04% | — | 147 | +7,300 | New | Q4 2025 | Jan 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 7,223 | 363 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,137 | 359 | 0.01% | 0.01% | 149 | +2,303 | 47.64% | Q4 2025 | Feb 03, 2026 |
| MRP Capital Investments, LLC | History | Added to | 7,000 | 352 | 0.29% | 0.13% | 150 | +4,000 | 133.33% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,938 | 349 | 0.01% | 0.01% | 151 | +71 | 1.03% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,865 | 345 | 0.0% | 0.01% | 152 | -10,824 | -61.19% | Q4 2025 | Feb 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 6,735 | 338 | 0.08% | — | 153 | +6,735 | New | Q4 2025 | Feb 03, 2026 |
| Csenge Advisory Group | History | No change | 6,679 | 336 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Iowa State Bank | History | No change | 6,649 | 334 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Skyline Advisors, Inc. | History | Added to | 6,574 | 330 | 0.11% | 0.11% | 156 | +13 | 0.2% | Q4 2025 | Jan 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 6,366 | 320 | 0.11% | 0.12% | 157 | +10 | 0.16% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,224 | 313 | 0.02% | 0.02% | 158 | +2,106 | 51.14% | Q4 2025 | Jan 15, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 6,149 | 309 | 0.13% | 0.15% | 159 | -30 | -0.49% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 6,039 | 303 | 0.05% | — | 160 | +6,039 | New | Q4 2025 | Jan 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,010 | 302 | 0.0% | — | 161 | +6,010 | New | Q4 2025 | Mar 25, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 301 | 0.24% | 0.25% | 162 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,880 | 295 | 0.08% | 0.08% | 163 | +56 | 0.96% | Q4 2025 | Jan 07, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 5,808 | 292 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,614 | 282 | 0.0% | 0.0% | 165 | +1 | 0.02% | Q4 2025 | Feb 18, 2026 |
| Chatterton & Associates Inc. | History | New | 5,485 | 276 | 0.24% | — | 166 | +5,485 | New | Q4 2025 | Jan 20, 2026 |
| Lantz Financial LLC | History | No change | 5,442 | 273 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,421 | 272 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 5,377 | 271 | 0.13% | 0.18% | 169 | -1,094 | -16.91% | Q4 2025 | Feb 10, 2026 |
| VERITY Wealth Advisors | History | No change | 5,383 | 270 | 0.17% | 0.17% | 170 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Insight Inv LLC | History | No change | 5,300 | 266 | 0.15% | 0.16% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,297 | 266 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 5,148 | 259 | 0.0% | — | 173 | +5,148 | New | Q4 2025 | Feb 05, 2026 |
| Zhang Financial LLC | History | No change | 5,037 | 253 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 5,000 | 251 | 0.01% | — | 175 | +5,000 | New | Q4 2025 | Jan 12, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 4,961 | 249 | 0.05% | — | 176 | +4,961 | New | Q4 2025 | Jan 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 4,854 | 244 | 0.02% | 0.02% | 177 | +465 | 10.59% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 4,714 | 237 | 0.0% | — | 178 | +4,714 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,714 | 237 | 0.02% | — | 179 | +4,714 | New | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | New | 4,497 | 226 | 0.0% | — | 181 | +4,497 | New | Q4 2025 | Mar 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,485 | 226 | 0.03% | 0.03% | 180 | +42 | 0.95% | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4,370 | 219 | 0.01% | 0.01% | 182 | -1,123 | -20.44% | Q4 2025 | Jan 07, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 4,343 | 218 | 0.13% | 0.16% | 183 | -492 | -10.18% | Q4 2025 | Jan 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,279 | 215 | 0.0% | 0.01% | 184 | -986 | -18.73% | Q4 2025 | Feb 05, 2026 |
| BDFS Capital LLC | History | New | 4,227 | 212 | 0.11% | — | 185 | +4,227 | New | Q4 2025 | Feb 26, 2026 |
| Stokes Family Office, LLC | History | Reduced | 4,205 | 211 | 0.02% | 0.02% | 186 | -814 | -16.22% | Q4 2025 | Feb 18, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,211 | 211 | 0.06% | 0.07% | 187 | +41 | 0.98% | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,184 | 210 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 4,170 | 209 | 0.18% | 0.28% | 189 | -2,105 | -33.55% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,140 | 208 | 0.01% | — | 190 | +4,140 | New | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 4,028 | 202 | 0.01% | — | 191 | +4,028 | New | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,016 | 202 | 0.0% | 0.0% | 192 | +30 | 0.75% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 4,001 | 201 | 0.01% | — | 193 | +4,001 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,900 | 196 | 0.0% | — | 194 | +3,900 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 3,814 | 191 | 0.0% | 0.0% | 195 | -1,589 | -29.41% | Q4 2025 | Feb 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,304 | 115 | 0.09% | — | 196 | +2,304 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,200 | 110 | 0.01% | 0.01% | 197 | -1,120 | -33.73% | Q4 2025 | Jan 21, 2026 |
| Centennial Bank/AR/ | History | Added to | 1,730 | 87 | 0.03% | 0.01% | 198 | +1,120 | 183.61% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 1,501 | 76 | 0.0% | 0.0% | 199 | +15 | 1.01% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,483 | 74 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 967 | 48 | 0.04% | 0.04% | 201 | +9 | 0.94% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 883 | 44 | 0.0% | 0.0% | 202 | -16 | -1.78% | Q4 2025 | Feb 20, 2026 |
| Signature Equity Partners, LLC | History | New | 844 | 42 | 0.02% | — | 203 | +844 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 472 | 23 | 0.0% | 0.0% | 204 | +4 | 0.85% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | New | 437 | 22 | 0.0% | — | 205 | +437 | New | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | No change | 381 | 19 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 262 | 13 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 207 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 200 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Wealth Advisors LLC | History | New | 86 | 4 | 0.0% | — | 211 | +86 | New | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 59 | 2 | 0.0% | — | 212 | +59 | New | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,943 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,206 | -100.0% | Q3 2025 | Nov 13, 2025 |
| First Citizens Financial Corp | History | Closed out | 0 | 0 | — | 0.22% | — | -8,959 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,697 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -6,958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Shum Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -5,460 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,283 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,634 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AE Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -686 | -99.85% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -569 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |