iSHARES TRUST - REET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | History | New | 11,787,000 | 294,085 | 1.06% | — | 1 | +11,787,000 | New | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,283,171 | 156,765 | 1.93% | 2.0% | 2 | +237,762 | 3.93% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,117,917 | 152,642 | 0.1% | 0.09% | 3 | +692,016 | 12.75% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 5,023,285 | 125,330 | 0.0% | 0.0% | 4 | +140,498 | 2.88% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 4,765,751 | 118,905 | 0.38% | 0.41% | 5 | -25,382 | -0.53% | Q4 2025 | Jan 30, 2026 |
| Polianta Ltd | History | New | 3,634,000 | 90,668 | 11.86% | — | 6 | +3,634,000 | New | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,484,686 | 86,942 | 0.01% | 0.0% | 7 | +2,181,940 | 167.49% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 3,406,677 | 84,996 | 0.01% | 0.01% | 8 | -44,367 | -1.29% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 3,284,630 | 81,951 | 2.77% | 2.68% | 9 | +246,331 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 2,460,709 | 61,394 | 0.35% | 0.4% | 10 | -116,841 | -4.53% | Q4 2025 | Feb 10, 2026 |
| NEPC LLC | History | Added to | 2,040,739 | 50,916 | 1.09% | 1.11% | 11 | +397,810 | 24.21% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,777,264 | 44,342 | 0.01% | 0.01% | 12 | +72,853 | 4.27% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,730,143 | 43,167 | 0.34% | 0.37% | 13 | -66,106 | -3.68% | Q4 2025 | Feb 03, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 1,690,158 | 42,169 | 6.42% | 6.6% | 14 | +78,144 | 4.85% | Q4 2025 | Jan 30, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 1,563,807 | 39,016 | 1.45% | 1.44% | 15 | +150,465 | 10.65% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 1,533,569 | 38,262 | 2.56% | 2.6% | 16 | +62,927 | 4.28% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,400,968 | 34,954 | 0.01% | 0.02% | 17 | -143,001 | -9.26% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,299,166 | 32,414 | 0.37% | 0.35% | 18 | +103,954 | 8.7% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,249,750 | 31,181 | 0.03% | 0.04% | 19 | +39,360 | 3.25% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 901,965 | 22,505 | 0.0% | — | 20 | +901,965 | New | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 848,493 | 21,169 | 1.13% | 1.17% | 21 | +4,132 | 0.49% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 757,836 | 18,908 | 0.0% | 0.0% | 22 | +22,473 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | No change | 700,000 | 17,465 | 0.0% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 690,507 | 17,228 | 1.45% | 1.45% | 24 | +38,844 | 5.96% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 675,311 | 16,849 | 0.0% | 0.0% | 25 | -32,305 | -4.57% | Q4 2025 | Feb 13, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 664,644 | 16,582 | 2.74% | 2.72% | 26 | +31,228 | 4.93% | Q4 2025 | Jan 07, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 588,791 | 14,690 | 1.22% | 1.99% | 27 | -294,958 | -33.38% | Q4 2025 | Feb 09, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 562,760 | 14,040 | 6.38% | 6.39% | 28 | +27,926 | 5.22% | Q4 2025 | Feb 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 537,742 | 13,416 | 1.83% | 1.74% | 29 | +57,089 | 11.88% | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | Added to | 505,219 | 12,605 | 0.91% | 1.08% | 30 | +1,648 | 0.33% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | Added to | 483,797 | 12,070 | 0.43% | 0.59% | 31 | +14,824 | 3.16% | Q4 2025 | Jan 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 471,540 | 11,764 | 3.2% | 3.19% | 32 | +36,346 | 8.35% | Q4 2025 | Jan 28, 2026 |
| Brooklyn FI, LLC | History | Added to | 464,137 | 11,580 | 2.48% | 2.25% | 33 | +72,854 | 18.62% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 436,113 | 10,881 | 0.0% | 0.01% | 34 | -338,727 | -43.72% | Q4 2025 | Feb 10, 2026 |
| ERn Financial, LLC | History | Added to | 421,282 | 10,510 | 1.98% | 2.06% | 35 | +12,134 | 2.97% | Q4 2025 | Jan 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 368,396 | 9,191 | 0.69% | 0.62% | 36 | +58,054 | 18.71% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 360,382 | 8,994 | 0.01% | — | 37 | +360,382 | New | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 358,847 | 8,953 | 0.35% | 0.37% | 38 | -960 | -0.27% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 331,374 | 8,267 | 0.01% | 0.0% | 39 | +246,215 | 289.12% | Q4 2025 | Mar 09, 2026 |
| Cetera Investment Advisers | History | Added to | 327,960 | 8,182 | 0.01% | 0.01% | 40 | +12,345 | 3.91% | Q4 2025 | Feb 17, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 323,641 | 8,074 | 0.84% | 0.8% | 41 | +26,387 | 8.88% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 320,454 | 7,995 | 0.13% | 0.16% | 42 | +5,725 | 1.82% | Q4 2025 | Mar 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 320,424 | 7,994 | 0.11% | 0.15% | 43 | +6,137 | 1.95% | Q4 2025 | Feb 06, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 303,533 | 7,573 | 1.73% | 1.97% | 44 | -2,809 | -0.92% | Q4 2025 | Jan 21, 2026 |
| Asset Management One Co., Ltd. | History | No change | 293,000 | 7,310 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BAILARD, INC. | History | Reduced | 242,428 | 6,048 | 0.13% | 0.17% | 46 | -60,692 | -20.02% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 235,420 | 5,873 | 0.0% | 0.0% | 47 | +2,576 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Prime Buchholz LLC | History | No change | 235,330 | 5,871 | 3.49% | 3.31% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Reduced | 225,919 | 5,636 | 0.01% | 0.01% | 49 | -44,447 | -16.44% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 212,611 | 5,304 | 0.04% | 0.03% | 50 | +11,042 | 5.48% | Q4 2025 | Feb 13, 2026 |
| GP Brinson Investments LLC | History | No change | 186,339 | 4,649 | 2.0% | 1.94% | 51 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 183,939 | 4,589 | 0.65% | 0.7% | 52 | +10,771 | 6.22% | Q4 2025 | Jan 12, 2026 |
| Alhambra Investment Management LLC | History | Added to | 180,840 | 4,511 | 2.1% | 2.09% | 53 | +8,429 | 4.89% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 149,110 | 3,720 | 0.01% | — | 54 | +149,110 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 146,541 | 3,656 | 0.05% | 0.0% | 55 | +145,966 | 25385.39% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 144,591 | 3,607 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 142,805 | 3,562 | 0.0% | 0.0% | 57 | +62,011 | 76.75% | Q4 2025 | Jan 29, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 140,204 | 3,498 | 0.91% | 1.0% | 58 | -4,382 | -3.03% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 140,000 | 3,493 | 0.02% | 0.03% | 59 | -115,411 | -45.19% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 131,407 | 3,278 | 0.2% | 0.21% | 60 | +85,273 | 184.84% | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | Reduced | 128,140 | 3,197 | 0.29% | 0.34% | 61 | -22,200 | -14.77% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 127,989 | 3,193 | 0.01% | 0.0% | 62 | +24,146 | 23.25% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | Added to | 124,207 | 3,099 | 0.4% | 0.4% | 63 | +518 | 0.42% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 120,869 | 3,015 | 0.53% | 0.49% | 64 | +62,218 | 106.08% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 119,787 | 2,988 | 2.09% | 1.84% | 65 | +26,809 | 28.83% | Q4 2025 | Feb 11, 2026 |
| Manske Wealth Management | History | Added to | 118,779 | 2,963 | 0.88% | 0.93% | 66 | +240 | 0.2% | Q4 2025 | Feb 03, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 114,781 | 2,863 | 0.44% | 0.51% | 67 | -7,366 | -6.03% | Q4 2025 | Jan 21, 2026 |
| Bristlecone Value Partners, LLC | History | New | 114,190 | 2,849 | 3.29% | — | 68 | +114,190 | New | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 113,175 | 2,823 | 0.09% | 0.5% | 69 | -505,434 | -81.7% | Q4 2025 | Feb 10, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 109,820 | 2,740 | 0.11% | 0.01% | 70 | +96,735 | 739.28% | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 109,673 | 2,736 | 0.63% | 0.64% | 71 | +5,579 | 5.36% | Q4 2025 | Jan 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 106,726 | 2,662 | 0.01% | — | 72 | +106,726 | New | Q4 2025 | Feb 17, 2026 |
| Aurelius Family Office LLC | History | Added to | 105,535 | 2,644 | 1.14% | 1.12% | 73 | +7,386 | 7.53% | Q4 2025 | Jan 09, 2026 |
| Emerald Advisors, LLC | History | Added to | 105,245 | 2,625 | 0.36% | 0.33% | 74 | +8,477 | 8.76% | Q4 2025 | Jan 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 104,810 | 2,615 | 0.05% | 0.05% | 75 | +507 | 0.49% | Q4 2025 | Feb 12, 2026 |
| RS CRUM INC. | History | No change | 102,815 | 2,565 | 0.51% | 0.58% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 94,775 | 2,365 | 0.01% | 0.0% | 77 | +48,266 | 103.78% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 93,496 | 2,332 | 0.0% | 0.0% | 78 | -6,304 | -6.32% | Q4 2025 | Feb 18, 2026 |
| Financial Plan, Inc. | History | New | 91,744 | 2,289 | 0.26% | — | 79 | +91,744 | New | Q4 2025 | Jan 28, 2026 |
| Hills Bank & Trust Co | History | Reduced | 90,030 | 2,246 | 0.13% | 0.14% | 80 | -3,260 | -3.49% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 90,007 | 2,245 | 0.0% | 0.0% | 81 | +10,316 | 12.95% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Reduced | 89,911 | 2,243 | 0.05% | 0.08% | 82 | -9,397 | -9.46% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 86,996 | 2,189 | 0.0% | 0.0% | 83 | +1,437 | 1.68% | Q4 2025 | Jan 08, 2026 |
| Capasso Planning Partners LLC | History | Added to | 85,373 | 2,130 | 1.17% | 1.18% | 84 | +9,913 | 13.14% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 83,999 | 2,095 | 0.0% | 0.0% | 85 | -4,974 | -5.59% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 83,431 | 2,081 | 0.0% | 0.0% | 86 | -25,373 | -23.32% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 79,390 | 1,980 | 0.11% | 0.13% | 87 | -4,535 | -5.4% | Q4 2025 | Jan 14, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 78,574 | 1,960 | 0.42% | 0.43% | 88 | +11,522 | 17.18% | Q4 2025 | Feb 09, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 77,865 | 1,942 | 0.13% | 0.14% | 89 | -337 | -0.43% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 77,139 | 1,924 | 0.0% | — | 90 | +77,139 | New | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 73,795 | 1,841 | 0.03% | — | 91 | +73,795 | New | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 70,240 | 1,752 | 0.06% | 0.06% | 92 | -450 | -0.64% | Q4 2025 | Jan 30, 2026 |
| Payne Capital Management, LLC | History | Added to | 69,645 | 1,737 | 0.55% | 0.52% | 93 | +6,119 | 9.63% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 69,123 | 1,724 | 0.01% | 0.02% | 94 | +1,379 | 2.04% | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 65,375 | 1,631 | 0.43% | — | 95 | +65,375 | New | Q4 2025 | Jan 27, 2026 |
| First National Advisers, LLC | History | Added to | 64,500 | 1,609 | 0.22% | 0.2% | 96 | +6,400 | 11.02% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 64,290 | 1,604 | 0.1% | 0.11% | 97 | -3,811 | -5.6% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 59,332 | 1,480 | 0.0% | 0.0% | 98 | +11,505 | 24.06% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 58,522 | 1,460 | 0.09% | 0.11% | 99 | -13,224 | -18.43% | Q4 2025 | Jan 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 56,647 | 1,413 | 0.03% | — | 100 | +56,647 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 55,456 | 1,383 | 0.14% | 0.14% | 101 | +471 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Reduced | 55,215 | 1,377 | 0.03% | 0.03% | 102 | -4,953 | -8.23% | Q4 2025 | Jan 21, 2026 |
| MB Generational Wealth, LLC | History | No change | 53,093 | 1,324 | 0.7% | 0.86% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 50,596 | 1,262 | 0.44% | 0.47% | 104 | -433 | -0.85% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 50,551 | 1,261 | 0.0% | 0.0% | 105 | +951 | 1.92% | Q4 2025 | Feb 12, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 49,501 | 1,235 | 0.83% | 0.83% | 106 | +1,817 | 3.81% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 48,191 | 1,201 | 0.01% | 0.01% | 107 | -932 | -1.9% | Q4 2025 | Jan 27, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 48,060 | 1,199 | 0.79% | 0.81% | 108 | -1,548 | -3.12% | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 47,607 | 1,187 | 0.03% | 0.01% | 109 | +24,801 | 108.75% | Q4 2025 | Feb 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 47,054 | 1,173 | 0.47% | 0.5% | 110 | -317 | -0.67% | Q4 2025 | Feb 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 46,372 | 1,156 | 0.06% | 0.08% | 111 | -8,480 | -15.46% | Q4 2025 | Feb 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 46,274 | 1,154 | 0.1% | — | 112 | +46,274 | New | Q4 2025 | Feb 13, 2026 |
| Level Financial Advisors | History | Reduced | 44,076 | 1,099 | 0.29% | 0.32% | 113 | -641 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 43,620 | 1,091 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 43,071 | 1,074 | 0.12% | 0.12% | 115 | +3,183 | 7.98% | Q4 2025 | Feb 12, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 42,909 | 1,070 | 0.6% | 0.64% | 116 | -645 | -1.48% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 42,877 | 1,069 | 0.0% | 0.0% | 117 | -105 | -0.24% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 42,591 | 1,062 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 41,633 | 1,038 | 0.61% | 0.65% | 119 | +6,010 | 16.87% | Q4 2025 | Feb 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 41,124 | 1,026 | 0.0% | 0.0% | 120 | -436 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 39,427 | 983 | 0.01% | 0.01% | 121 | +934 | 2.43% | Q4 2025 | Feb 12, 2026 |
| Foster Group, Inc. | History | Reduced | 39,059 | 974 | 0.03% | 0.03% | 123 | -2,351 | -5.68% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,052 | 974 | 0.01% | 0.01% | 122 | +1 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 38,678 | 965 | 0.0% | 0.0% | 124 | +22,344 | 136.79% | Q4 2025 | Feb 06, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 38,390 | 957 | 0.01% | 0.0% | 125 | +28,190 | 276.37% | Q4 2025 | Jan 16, 2026 |
| SVB WEALTH LLC | History | Reduced | 38,129 | 951 | 0.06% | 0.06% | 126 | -2,792 | -6.82% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,514 | 861 | 0.0% | 0.0% | 127 | +3,599 | 11.64% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 33,934 | 846 | 0.1% | 0.1% | 128 | +826 | 2.49% | Q4 2025 | Jan 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 31,918 | 796 | 0.03% | 0.03% | 129 | -1,466 | -4.39% | Q4 2025 | Feb 06, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 31,670 | 794 | 0.04% | — | 130 | +31,670 | New | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 30,817 | 768 | 0.04% | 0.03% | 131 | +7,104 | 29.96% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 29,509 | 736 | 0.51% | 0.52% | 132 | +550 | 1.9% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,261 | 730 | 0.0% | 0.0% | 133 | +2,857 | 10.82% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,242 | 729 | 0.0% | 0.0% | 134 | +155 | 0.53% | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 29,194 | 728 | 0.23% | 0.17% | 135 | -11,450 | -28.17% | Q4 2025 | Jan 27, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 28,889 | 720 | 0.47% | 0.57% | 136 | -5,127 | -15.07% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 28,576 | 717 | 0.03% | — | 138 | +28,576 | New | Q4 2025 | Feb 13, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 28,749 | 717 | 0.08% | 0.08% | 137 | +1,204 | 4.37% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 28,562 | 713 | 0.0% | 0.0% | 139 | +16,859 | 144.06% | Q4 2025 | Jan 26, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 27,904 | 706 | 0.16% | 0.17% | 140 | +1,790 | 6.85% | Q4 2025 | Jan 23, 2026 |
| Avant Financial Advisors LLC | History | Added to | 28,033 | 699 | 0.5% | 0.54% | 141 | +136 | 0.49% | Q4 2025 | Jan 15, 2026 |
| Harbor Group, Inc. | History | Added to | 27,519 | 686 | 0.1% | 0.11% | 142 | +277 | 1.02% | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,240 | 679 | 0.0% | 0.0% | 143 | -1,335 | -4.67% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 26,487 | 660 | 0.0% | 0.0% | 144 | -8,011 | -23.22% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,290 | 655 | 0.0% | 0.0% | 145 | +18,094 | 220.77% | Q4 2025 | Feb 17, 2026 |
| Sunpointe, LLC | History | Added to | 25,498 | 636 | 0.21% | 0.12% | 146 | +12,219 | 92.02% | Q4 2025 | Jan 23, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 25,238 | 629 | 0.35% | 0.37% | 147 | -65 | -0.26% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 23,905 | 609 | 0.02% | 0.02% | 148 | +293 | 1.24% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,275 | 605 | 0.0% | 0.0% | 149 | -231 | -0.94% | Q4 2025 | Jan 30, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 24,043 | 599 | 0.04% | 0.04% | 151 | +7 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Symmetry Partners, LLC | History | No change | 24,011 | 599 | 0.04% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 24,000 | 598 | 0.02% | 0.03% | 152 | +2,700 | 12.68% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,663 | 590 | 0.0% | 0.0% | 153 | -58,900 | -71.34% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | New | 23,559 | 587 | 0.01% | — | 154 | +23,559 | New | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 22,730 | 567 | 0.01% | — | 155 | +22,730 | New | Q4 2025 | Jan 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 22,013 | 549 | 0.31% | 0.75% | 156 | -32,532 | -59.64% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 21,582 | 538 | 0.0% | 0.0% | 157 | -2,867 | -11.73% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 21,008 | 524 | 0.01% | 0.01% | 158 | +675 | 3.32% | Q4 2025 | Feb 05, 2026 |
| Clarity Wealth Development LLC | History | Added to | 20,506 | 511 | 0.43% | 0.32% | 159 | +6,456 | 45.95% | Q4 2025 | Feb 11, 2026 |
| Nolet Wealth Management, LLC | History | New | 20,121 | 502 | 0.28% | — | 160 | +20,121 | New | Q4 2025 | Feb 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 19,845 | 495 | 0.03% | 0.03% | 162 | +1,710 | 9.43% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 19,845 | 495 | 0.0% | 0.0% | 161 | -867 | -4.19% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,613 | 489 | 0.01% | 0.01% | 164 | -1,418 | -6.74% | Q4 2025 | Jan 23, 2026 |
| Rathbones Group PLC | History | Reduced | 19,618 | 489 | 0.0% | 0.0% | 163 | -1,328 | -6.34% | Q4 2025 | Feb 06, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 19,558 | 487 | 0.14% | 0.15% | 165 | +130 | 0.67% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Added to | 19,421 | 484 | 0.08% | 0.09% | 166 | +755 | 4.04% | Q4 2025 | Feb 24, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 19,295 | 481 | 0.14% | 0.29% | 167 | -17,870 | -48.08% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 19,120 | 477 | 0.03% | — | 168 | +19,120 | New | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,041 | 475 | 0.0% | 0.0% | 169 | +69 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 18,033 | 450 | 0.0% | 0.0% | 170 | +1,160 | 6.87% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,924 | 447 | 0.01% | 0.0% | 171 | +6,221 | 53.16% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 17,609 | 439 | 0.01% | 0.01% | 172 | +2,146 | 13.88% | Q4 2025 | Feb 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 17,404 | 434 | 0.0% | 0.0% | 173 | -187 | -1.06% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 17,091 | 426 | 0.0% | 0.0% | 174 | -9,420 | -35.53% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 16,976 | 423 | 0.0% | 0.0% | 175 | -3,392 | -16.65% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,342 | 407 | 0.0% | 0.0% | 176 | -908 | -5.26% | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Added to | 16,188 | 403 | 0.03% | 0.03% | 177 | +188 | 1.18% | Q4 2025 | Jan 05, 2026 |
| Mariner, LLC | History | Reduced | 15,813 | 394 | 0.0% | 0.0% | 178 | -16,662 | -51.31% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 15,568 | 388 | 0.03% | 0.03% | 179 | -594 | -3.68% | Q4 2025 | Feb 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 15,097 | 376 | 0.03% | 0.03% | 180 | -2,999 | -16.57% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | Reduced | 14,741 | 367 | 0.01% | 0.01% | 181 | -852 | -5.46% | Q4 2025 | Jan 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 14,462 | 364 | 0.05% | — | 182 | +14,462 | New | Q4 2025 | Jan 07, 2026 |
| FIRST INTERSTATE BANK | History | No change | 14,514 | 362 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 14,367 | 358 | 0.1% | 0.11% | 184 | -951 | -6.21% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | Added to | 13,845 | 345 | 0.03% | 0.05% | 185 | +74 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Matrix Trust Co | History | Reduced | 13,532 | 338 | 0.06% | 0.22% | 186 | -40,403 | -74.91% | Q4 2025 | Jan 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,278 | 331 | 0.0% | 0.0% | 187 | -492 | -3.57% | Q4 2025 | Feb 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 13,080 | 326 | 0.06% | 0.06% | 188 | +19 | 0.15% | Q4 2025 | Feb 17, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 12,833 | 320 | 0.23% | 0.24% | 189 | +41 | 0.32% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,808 | 319 | 0.0% | 0.0% | 190 | +568 | 4.64% | Q4 2025 | Feb 13, 2026 |
| Aviso Financial Inc. | History | Reduced | 12,809 | 319 | 0.01% | 0.01% | 191 | -240 | -1.84% | Q4 2025 | Feb 13, 2026 |
| McLean Asset Management Corp | History | Added to | 12,406 | 316 | 0.06% | 0.06% | 192 | +33 | 0.27% | Q4 2025 | Jan 16, 2026 |
| Breachway Investments LLC | History | New | 12,619 | 314 | 0.33% | — | 195 | +12,619 | New | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 12,591 | 314 | 0.01% | 0.01% | 193 | +2,584 | 25.82% | Q4 2025 | Jan 16, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 12,597 | 314 | 0.01% | 0.02% | 194 | -2,000 | -13.7% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Reduced | 12,573 | 313 | 0.07% | 0.13% | 196 | -504 | -3.85% | Q4 2025 | Feb 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 12,501 | 311 | 0.12% | — | 197 | +12,501 | New | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | New | 12,501 | 311 | 0.1% | — | 198 | +12,501 | New | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | New | 12,414 | 309 | 0.0% | — | 199 | +12,414 | New | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 12,009 | 299 | 0.0% | 0.0% | 200 | +556 | 4.85% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Added to | 11,814 | 294 | 0.01% | 0.01% | 201 | +2,191 | 22.77% | Q4 2025 | Feb 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 11,630 | 290 | 0.18% | 0.18% | 202 | +443 | 3.96% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,183 | 279 | 0.0% | 0.0% | 203 | -69 | -0.61% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,163 | 278 | 0.0% | 0.0% | 204 | +3,674 | 49.06% | Q4 2025 | Feb 09, 2026 |
| American Trust | History | New | 2,474 | 271 | 0.02% | — | 205 | +2,474 | New | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 10,875 | 271 | 0.04% | 0.04% | 206 | +250 | 2.35% | Q4 2025 | Jan 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,341 | 258 | 0.0% | — | 208 | +10,341 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 10,341 | 258 | 0.0% | 0.0% | 207 | +3,667 | 54.94% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | New | 10,249 | 255 | 0.01% | — | 209 | +10,249 | New | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,802 | 253 | 0.01% | 0.01% | 210 | +418 | 4.45% | Q4 2025 | Jan 23, 2026 |
| Equita Financial Network, Inc. | History | New | 10,133 | 252 | 0.08% | — | 211 | +10,133 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,000 | 249 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 9,652 | 240 | 0.22% | — | 213 | +9,652 | New | Q4 2025 | Feb 09, 2026 |
| Flaharty Asset Management, LLC | History | New | 9,225 | 230 | 0.03% | — | 214 | +9,225 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 9,000 | 226 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 9,039 | 225 | 0.14% | 0.13% | 217 | +631 | 7.5% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,043 | 225 | 0.0% | 0.0% | 216 | -294 | -3.15% | Q4 2025 | Mar 16, 2026 |
| MASECO LLP | History | No change | 8,999 | 224 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 8,778 | 219 | 0.03% | 0.04% | 219 | -815 | -8.5% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,677 | 216 | 0.0% | 0.01% | 221 | -18,608 | -68.2% | Q4 2025 | Feb 03, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 8,674 | 216 | 0.1% | 0.11% | 220 | -688 | -7.35% | Q4 2025 | Feb 10, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 8,434 | 210 | 0.05% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 8,342 | 208 | 0.01% | — | 223 | +8,342 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 8,303 | 207 | 0.03% | 0.04% | 224 | -929 | -10.06% | Q4 2025 | Jan 08, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,062 | 201 | 0.01% | 0.01% | 225 | -73 | -0.9% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,311 | 182 | 0.01% | 0.01% | 226 | +754 | 11.5% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 6,851 | 170 | 0.0% | 0.0% | 227 | +685 | 11.11% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,781 | 169 | 0.01% | 0.01% | 228 | -246 | -3.5% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,110 | 152 | 0.0% | 0.0% | 229 | -61 | -0.99% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,965 | 148 | 0.0% | 0.0% | 230 | +77 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Added to | 5,525 | 137 | 0.05% | 0.05% | 231 | +63 | 1.15% | Q4 2025 | Feb 03, 2026 |
| ORG Wealth Partners, LLC | History | No change | 5,050 | 125 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,940 | 123 | 0.01% | 0.01% | 233 | +1,070 | 27.65% | Q4 2025 | Jan 20, 2026 |
| Breakwater Investment Management | History | No change | 4,879 | 121 | 0.04% | 0.05% | 234 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 4,845 | 120 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,514 | 112 | 0.01% | 0.0% | 236 | +4,335 | 2421.79% | Q4 2025 | Jan 26, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 4,500 | 112 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,413 | 110 | 0.0% | — | 238 | +4,413 | New | Q4 2025 | Feb 13, 2026 |
| Tacita Capital Inc | History | No change | 4,262 | 106 | 0.06% | 0.07% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4,209 | 105 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,696 | 92 | 0.0% | 0.0% | 241 | -866 | -18.98% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 3,584 | 89 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,512 | 87 | 0.03% | 0.03% | 244 | +33 | 0.95% | Q4 2025 | Jan 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,511 | 87 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,457 | 86 | 0.0% | 0.0% | 245 | +946 | 37.67% | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 3,239 | 80 | 0.02% | — | 246 | +3,239 | New | Q4 2025 | Feb 12, 2026 |
| Urban Financial Advisory Corp | History | Added to | 3,131 | 78 | 0.03% | 0.03% | 247 | +342 | 12.26% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,089 | 77 | 0.01% | 0.01% | 248 | -30 | -0.96% | Q4 2025 | Feb 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,992 | 74 | 0.05% | 0.06% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,780 | 69 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 2,331 | 58 | 0.03% | 0.02% | 251 | +286 | 13.99% | Q4 2025 | Jan 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,297 | 57 | 0.02% | 0.03% | 252 | +25 | 1.1% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,212 | 55 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Added to | 2,122 | 52 | 0.01% | 0.0% | 254 | +1,440 | 211.14% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 2,000 | 49 | 0.0% | — | 255 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,902 | 47 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,826 | 45 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,836 | 45 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 1,645 | 41 | 0.0% | 0.0% | 259 | +10 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 1,210 | 30 | 0.0% | 0.01% | 261 | -2,521 | -67.57% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,203 | 30 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,157 | 28 | 0.02% | — | 262 | +1,157 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,061 | 26 | 0.0% | — | 265 | +1,061 | New | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | New | 1,054 | 26 | 0.0% | — | 263 | +1,054 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,080 | 26 | 0.0% | 0.0% | 264 | +15 | 1.41% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 1,000 | 24 | 0.0% | — | 266 | +1,000 | New | Q4 2025 | Mar 04, 2026 |
| SYM FINANCIAL Corp | History | No change | 948 | 23 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 915 | 22 | 0.0% | — | 268 | +906 | 10066.67% | Q4 2025 | Feb 09, 2026 |
| Biltmore Family Office, LLC | History | No change | 850 | 21 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 832 | 20 | 0.01% | 0.01% | 270 | +177 | 27.02% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 750 | 18 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | No change | 526 | 13 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | New | 458 | 11 | 0.0% | — | 273 | +458 | New | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | New | 437 | 10 | 0.0% | — | 274 | +437 | New | Q4 2025 | Feb 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 420 | 10 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 325 | 8 | 0.0% | 0.0% | 276 | -304 | -48.33% | Q4 2025 | Jan 20, 2026 |
| Holos Integrated Wealth LLC | History | No change | 332 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 308 | 7 | 0.01% | 0.01% | 279 | +47 | 18.01% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 315 | 7 | 0.0% | 0.0% | 278 | -42 | -11.76% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 217 | 5 | 0.0% | — | 281 | +217 | New | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 206 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 175 | 4 | 0.0% | — | 285 | +175 | New | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | No change | 197 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | Reduced | 115 | 3 | 0.0% | 0.0% | 290 | -463 | -80.1% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 156 | 3 | 0.0% | 0.0% | 289 | -75 | -32.47% | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 131 | 3 | 0.0% | 0.0% | 291 | +2 | 1.55% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 143 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 142 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 62 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.01% | — | -701,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 2.77% | — | -313,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -157,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,324 | -100.0% | Q3 2025 | Oct 17, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,317 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,208 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Berman McAleer LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,953 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,198 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,258 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,939 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,928 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,845 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,841 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TORONTO DOMINION BANK | History | Reduced | 8 | 0 | — | 0.0% | — | -5,491 | -99.85% | Q4 2025 | Feb 17, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,518 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,039 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -419 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Networth Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Financial Alliance, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |