iSHARES TRUST - REZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 509,037 | 42,066 | 0.0% | 0.0% | 1 | +17,187 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Added to | 474,430 | 40,995 | 10.18% | 10.07% | 2 | +5,303 | 1.13% | Q4 2025 | Jan 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 229,453 | 18,961 | 0.42% | 0.34% | 3 | +61,800 | 36.86% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 216,599 | 17,899 | 0.01% | 0.01% | 4 | -34,270 | -13.66% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 185,616 | 15,339 | 0.88% | 1.5% | 5 | +7,802 | 4.39% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 174,781 | 14,419 | 2.25% | 2.26% | 6 | +2,473 | 1.44% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 160,686 | 13,279 | 0.0% | — | 7 | +160,686 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 159,237 | 13,164 | 0.0% | 0.0% | 8 | +2,614 | 1.67% | Q4 2025 | Feb 17, 2026 |
| BARD ASSOCIATES INC | History | Added to | 146,052 | 12,069 | 3.1% | 1.76% | 9 | +67,786 | 86.61% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 144,563 | 11,946 | 0.0% | 0.0% | 10 | +26,888 | 22.85% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 139,276 | 11,510 | 0.01% | 0.01% | 11 | +4,928 | 3.67% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 117,213 | 9,686 | 0.0% | 0.0% | 12 | -1,276 | -1.08% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 108,541 | 8,973 | 0.01% | 0.02% | 13 | -21,766 | -16.7% | Q4 2025 | Feb 17, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 104,988 | 8,676 | 2.98% | 3.14% | 14 | +10,140 | 10.69% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 91,214 | 7,537 | 0.0% | 0.0% | 15 | +25,001 | 37.76% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 80,833 | 6,680 | 0.01% | — | 16 | +80,833 | New | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Reduced | 66,884 | 5,527 | 1.43% | 1.54% | 17 | -484 | -0.72% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 61,831 | 5,109 | 0.01% | 0.01% | 18 | +538 | 0.88% | Q4 2025 | Feb 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 57,089 | 4,717 | 1.56% | 1.65% | 19 | -304 | -0.53% | Q4 2025 | Jan 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 56,281 | 4,651 | 0.8% | 0.84% | 20 | +3,512 | 6.66% | Q4 2025 | Jan 07, 2026 |
| Fonville Wealth Management LLC | History | Added to | 54,964 | 4,542 | 0.93% | 0.99% | 21 | +3,215 | 6.21% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 48,615 | 4,017 | 0.05% | 0.08% | 22 | -33,276 | -40.63% | Q4 2025 | Feb 11, 2026 |
| AXS Investments LLC | History | Reduced | 48,191 | 3,982 | 1.91% | 2.68% | 23 | -24,298 | -33.52% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 46,458 | 3,839 | 0.0% | 0.0% | 24 | -33,993 | -42.25% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,042 | 3,804 | 0.0% | 0.0% | 25 | -2,092 | -4.35% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 45,777 | 3,783 | 0.04% | 0.04% | 26 | -810 | -1.74% | Q4 2025 | Feb 05, 2026 |
| Kure Advisory, LLC | History | Added to | 43,114 | 3,562 | 1.99% | 2.09% | 27 | +3,228 | 8.09% | Q4 2025 | Jan 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,364 | 3,500 | 0.0% | 0.0% | 28 | +24,129 | 132.32% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 39,162 | 3,236 | 0.0% | 0.0% | 29 | -1,444 | -3.56% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 37,985 | 3,139 | 0.0% | 0.0% | 30 | -2,907 | -7.11% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 37,016 | 3,058 | 0.15% | 0.2% | 31 | -2,431 | -6.16% | Q4 2025 | Jan 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 36,163 | 2,988 | 0.43% | 0.41% | 32 | +3,294 | 10.02% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Reduced | 30,733 | 2,539 | 0.0% | 0.0% | 33 | -629 | -2.01% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,133 | 2,490 | 0.0% | 0.0% | 34 | -2,682 | -8.17% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 29,402 | 2,429 | 0.0% | 0.0% | 35 | -4,297 | -12.75% | Q4 2025 | Jan 29, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 28,990 | 2,395 | 0.09% | 0.1% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 26,637 | 2,201 | 1.16% | 1.15% | 37 | +1,085 | 4.25% | Q4 2025 | Feb 02, 2026 |
| Continuum Advisory, LLC | History | Reduced | 24,907 | 2,058 | 0.21% | 0.24% | 38 | -1,438 | -5.46% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,622 | 2,034 | 0.0% | 0.0% | 39 | +7,912 | 47.35% | Q4 2025 | Feb 11, 2026 |
| High Probability Advisors, LLC | History | Added to | 23,069 | 1,906 | 0.25% | 0.27% | 40 | +64 | 0.28% | Q4 2025 | Jan 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,895 | 1,892 | 0.91% | 0.98% | 41 | -995 | -4.16% | Q4 2025 | Feb 05, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 22,439 | 1,854 | 0.65% | 0.78% | 42 | -768 | -3.31% | Q4 2025 | Jan 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 20,268 | 1,674 | 0.07% | 0.06% | 43 | +2,888 | 16.62% | Q4 2025 | Feb 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 17,496 | 1,445 | 1.16% | 1.09% | 44 | +2,473 | 16.46% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,648 | 1,293 | 0.0% | 0.0% | 45 | +142 | 0.92% | Q4 2025 | Feb 05, 2026 |
| One Wealth Map LLC | History | Added to | 15,392 | 1,279 | 0.65% | 0.63% | 46 | +1,142 | 8.01% | Q4 2025 | Feb 04, 2026 |
| CX Institutional | History | Reduced | 15,255 | 1,261 | 0.04% | 0.04% | 47 | -461 | -2.93% | Q4 2025 | Feb 02, 2026 |
| Winter & Associates, Inc. | History | New | 15,153 | 1,252 | 1.16% | — | 48 | +15,153 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,115 | 1,249 | 0.0% | 0.0% | 49 | -1,720 | -10.22% | Q4 2025 | Mar 25, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 14,731 | 1,217 | 0.04% | 0.06% | 50 | +647 | 4.59% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,702 | 1,214 | 0.08% | 0.08% | 51 | +996 | 7.27% | Q4 2025 | Feb 06, 2026 |
| M Wealth Management, LLC | History | Added to | 14,311 | 1,182 | 1.03% | 1.04% | 52 | +402 | 2.89% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 13,686 | 1,131 | 0.18% | 0.28% | 53 | -6,152 | -31.01% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 13,324 | 1,101 | 0.0% | 0.0% | 54 | +408 | 3.16% | Q4 2025 | Feb 05, 2026 |
| Prosperitas Financial LLC | History | Reduced | 13,023 | 1,076 | 0.42% | 0.88% | 55 | -11,971 | -47.9% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 12,728 | 1,051 | 0.23% | — | 56 | +12,728 | New | Q4 2025 | Feb 02, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 12,581 | 1,039 | 0.61% | 0.65% | 57 | +1,760 | 16.26% | Q4 2025 | Feb 11, 2026 |
| Kendall Capital Management | History | Added to | 11,873 | 981 | 0.21% | 0.21% | 58 | +1,044 | 9.64% | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | New | 11,744 | 970 | 0.01% | — | 59 | +11,744 | New | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 11,249 | 929 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | New | 11,006 | 909 | 0.07% | — | 61 | +11,006 | New | Q4 2025 | Feb 17, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 10,793 | 901 | 0.04% | 0.04% | 62 | -489 | -4.33% | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,861 | 814 | 0.0% | 0.0% | 63 | +815 | 9.01% | Q4 2025 | Mar 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,485 | 783 | 0.0% | 0.0% | 64 | -5,422 | -36.37% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,826 | 729 | 0.0% | 0.0% | 65 | -16 | -0.18% | Q4 2025 | Feb 06, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 8,516 | 703 | 0.7% | 0.69% | 66 | +932 | 12.29% | Q4 2025 | Feb 11, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 8,500 | 702 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,305 | 686 | 0.01% | 0.02% | 68 | -984 | -10.59% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,086 | 668 | 0.0% | 0.0% | 69 | +902 | 12.56% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,039 | 664 | 0.0% | 0.0% | 70 | -12,096 | -60.07% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,766 | 641 | 0.0% | 0.0% | 71 | -11 | -0.14% | Q4 2025 | Feb 06, 2026 |
| LongView Wealth Management | History | New | 7,424 | 620 | 0.15% | — | 72 | +7,424 | New | Q4 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,437 | 614 | 0.01% | 0.01% | 73 | +3,723 | 100.24% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,372 | 609 | 0.0% | 0.0% | 74 | +672 | 10.03% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,029 | 581 | 0.06% | 0.07% | 75 | -551 | -7.27% | Q4 2025 | Jan 12, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 6,905 | 571 | 0.38% | 0.13% | 76 | +4,530 | 190.74% | Q4 2025 | Jan 26, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 6,898 | 570 | 0.23% | 0.24% | 77 | -329 | -4.55% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,871 | 567 | 0.0% | 0.0% | 78 | +55 | 0.81% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 6,455 | 533 | 0.01% | — | 79 | +6,455 | New | Q4 2025 | Jan 23, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 6,328 | 522 | 0.16% | 0.16% | 80 | -46 | -0.72% | Q4 2025 | Jan 26, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,171 | 510 | 0.07% | 0.07% | 81 | +46 | 0.75% | Q4 2025 | Feb 03, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 5,998 | 495 | 0.32% | 0.33% | 82 | -1,229 | -17.01% | Q4 2025 | Feb 09, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 5,933 | 490 | 0.18% | 0.18% | 83 | +144 | 2.49% | Q4 2025 | Jan 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,750 | 475 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,550 | 458 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | New | 5,476 | 452 | 0.04% | — | 86 | +5,476 | New | Q4 2025 | Jan 22, 2026 |
| HRT FINANCIAL LP | History | New | 5,221 | 431 | 0.0% | — | 87 | +5,221 | New | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,988 | 412 | 0.05% | 0.12% | 88 | -4,992 | -50.02% | Q4 2025 | Feb 03, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,664 | 385 | 0.16% | 0.29% | 89 | +50 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 4,355 | 359 | 0.01% | 0.0% | 90 | +930 | 27.15% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,318 | 356 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,996 | 330 | 0.02% | 0.01% | 92 | +510 | 14.63% | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | No change | 3,600 | 297 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Disciplined Investments, LLC | History | No change | 3,583 | 296 | 0.11% | 0.12% | 94 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Added to | 3,525 | 291 | 0.01% | 0.01% | 95 | +660 | 23.04% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,509 | 289 | 0.0% | 0.0% | 96 | -272 | -7.19% | Q4 2025 | Jan 26, 2026 |
| RVW Wealth, LLC | History | Reduced | 3,504 | 289 | 0.02% | 0.02% | 97 | -194 | -5.25% | Q4 2025 | Jan 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 3,440 | 284 | 0.0% | 0.0% | 98 | +814 | 31.0% | Q4 2025 | Feb 17, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,397 | 280 | 0.08% | 0.09% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,309 | 273 | 0.01% | 0.01% | 100 | -87 | -2.56% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 3,263 | 269 | 0.0% | 0.0% | 101 | -193 | -5.58% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | No change | 3,179 | 262 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,967 | 245 | 0.08% | — | 103 | +2,967 | New | Q4 2025 | Mar 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,932 | 242 | 0.0% | 0.01% | 104 | -490 | -14.32% | Q4 2025 | Feb 19, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 2,884 | 238 | 0.03% | 2.34% | 105 | -178,221 | -98.41% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,838 | 235 | 0.0% | 0.0% | 106 | -1,974 | -41.02% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 2,679 | 221 | 0.0% | 0.0% | 107 | +254 | 10.47% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,670 | 220 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Castleview Partners, LLC | History | Reduced | 2,651 | 219 | 0.11% | 0.27% | 109 | -3,180 | -54.54% | Q4 2025 | Jan 12, 2026 |
| RDA Financial Network | History | Added to | 2,611 | 215 | 0.05% | 0.05% | 110 | +8 | 0.31% | Q4 2025 | Jan 06, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 2,587 | 213 | 0.08% | 0.09% | 112 | -391 | -13.13% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 2,555 | 213 | 0.0% | 0.0% | 111 | -8 | -0.31% | Q4 2025 | Jan 23, 2026 |
| Pacific Center for Financial Services | History | No change | 2,455 | 208 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,331 | 201 | 0.01% | 0.01% | 114 | +377 | 19.29% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,722 | 142 | 0.0% | 0.0% | 115 | +454 | 35.8% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,668 | 137 | 0.0% | — | 116 | +1,668 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 1,605 | 132 | 0.0% | 0.0% | 117 | +11 | 0.69% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,591 | 131 | 0.0% | 0.0% | 118 | +113 | 7.65% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,547 | 127 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 1,322 | 109 | 0.0% | 0.0% | 120 | -319 | -19.44% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,200 | 99 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,053 | 87 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 864 | 71 | 0.0% | 0.0% | 123 | +103 | 13.53% | Q4 2025 | Feb 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 588 | 48 | 0.03% | 0.41% | 124 | -6,684 | -91.91% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | No change | 535 | 44 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 504 | 41 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 416 | 34 | 0.01% | — | 127 | +416 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 365 | 30 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 339 | 28 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Monetary Solutions, Ltd | History | New | 315 | 26 | 0.03% | — | 130 | +315 | New | Q4 2025 | Feb 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 287 | 23 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | New | 272 | 22 | 0.0% | — | 132 | +272 | New | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 263 | 21 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 248 | 20 | 0.0% | — | 134 | +248 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 240 | 19 | 0.0% | — | 136 | +240 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 236 | 19 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Inlight Wealth Management, LLC | History | No change | 200 | 16 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Greenline Wealth Management LLC | History | New | 126 | 10 | 0.01% | — | 138 | +126 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 115 | 9 | 0.0% | — | 139 | +115 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 86 | 7 | 0.0% | 0.0% | 141 | +1 | 1.18% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 77 | 6 | 0.0% | — | 142 | +77 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Advocates LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 56 | 4 | 0.0% | 0.0% | 147 | -56 | -50.0% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 56 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | No change | 57 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ASSETMARK, INC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 148 | -64 | -60.38% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | Added to | 48 | 3 | 0.0% | 0.0% | 149 | +29 | 152.63% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 29 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 19 | 1 | 0.0% | — | 154 | +19 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Russell Investments Group, Ltd. | History | No change | 19 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 21 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Anderson Financial Strategies, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -19,812 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,609 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -7,636 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,479 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,096 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,377 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,156 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -1,022 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Parallel Advisors, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealth Watch Advisors, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |