iShares, Inc. - RING
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,835,463 | 135,163 | 0.04% | 0.03% | 1 | +306,310 | 20.03% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,491,635 | 111,619 | 0.08% | — | 2 | +1,491,635 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,043,494 | 76,842 | 0.02% | 0.02% | 3 | +97,236 | 10.28% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 979,373 | 72,121 | 0.0% | 0.0% | 4 | +978,311 | 92119.68% | Q4 2025 | Feb 12, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 844,062 | 62,157 | 0.7% | 1.03% | 5 | -528,148 | -38.49% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 646,005 | 47,571 | 0.0% | 0.0% | 6 | -21,694 | -3.25% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 463,072 | 34,100 | 0.08% | 0.06% | 7 | +101,657 | 28.13% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 441,639 | 32,522 | 0.03% | 0.04% | 8 | -105,380 | -19.26% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 405,778 | 29,881 | 0.03% | 0.03% | 9 | -28,713 | -6.61% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 369,627 | 27,219 | 0.0% | 0.0% | 10 | +114,268 | 44.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 266,482 | 19,623 | 0.0% | 0.0% | 11 | +63,334 | 31.18% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 265,137 | 19,524 | 0.0% | 0.0% | 12 | +23,361 | 9.66% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 207,857 | 15,306 | 0.02% | 0.02% | 13 | -17,577 | -7.8% | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 206,817 | 15,229 | 2.36% | 2.01% | 14 | -4,259 | -2.02% | Q4 2025 | Feb 04, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 189,993 | 13,991 | 0.98% | 1.3% | 15 | -103,462 | -35.26% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 177,257 | 13,053 | 0.0% | 0.0% | 16 | +472 | 0.27% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 174,790 | 12,871 | 0.0% | 0.0% | 17 | +4,763 | 2.8% | Q4 2025 | Feb 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 172,149 | 12,677 | 1.44% | 1.36% | 18 | -170 | -0.1% | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 165,393 | 12,179 | 0.01% | 0.01% | 19 | +48,742 | 41.78% | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Reduced | 164,673 | 12,126 | 0.6% | 0.61% | 20 | -9,908 | -5.68% | Q4 2025 | Feb 11, 2026 |
| Guardian Partners Inc. | History | Reduced | 155,000 | 11,414 | 0.91% | 2.6% | 21 | -314,400 | -66.98% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 136,789 | 10,073 | 0.0% | 0.0% | 22 | -39,693 | -22.49% | Q4 2025 | Jan 29, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 126,790 | 9,336 | 1.59% | 1.3% | 23 | -3,277 | -2.52% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 122,728 | 9,038 | 0.08% | 0.05% | 24 | +20,640 | 20.22% | Q4 2025 | Jan 05, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 119,248 | 8,781 | 1.45% | 0.9% | 25 | +33,223 | 38.62% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 112,633 | 8,294 | 0.14% | 0.12% | 26 | +2,045 | 1.85% | Q4 2025 | Feb 09, 2026 |
| Avid Wealth Partners LLC | History | Added to | 91,888 | 6,766 | 3.31% | 2.74% | 27 | +6,532 | 7.65% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 82,988 | 6,111 | 0.02% | 0.02% | 28 | -4,891 | -5.57% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 75,734 | 5,577 | 0.01% | 0.01% | 29 | +13,476 | 21.65% | Q4 2025 | Jan 30, 2026 |
| RHS Financial, LLC | History | Added to | 74,545 | 5,489 | 2.68% | 2.25% | 30 | +7,505 | 11.19% | Q4 2025 | Jan 16, 2026 |
| Keystone Global Partners, LLC | History | Added to | 73,867 | 5,439 | 2.39% | 1.51% | 31 | +27,942 | 60.84% | Q4 2025 | Jan 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 73,724 | 5,430 | 0.0% | — | 32 | +73,724 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 68,243 | 5,025 | 0.01% | — | 33 | +68,243 | New | Q4 2025 | Feb 05, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 66,536 | 4,972 | 0.26% | 0.24% | 34 | +1,713 | 2.64% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 67,050 | 4,937 | 0.0% | 0.0% | 35 | +6,106 | 10.02% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 63,020 | 4,640 | 0.58% | 0.6% | 36 | -5,324 | -7.79% | Q4 2025 | Jan 08, 2026 |
| EFG International AG | History | New | 62,631 | 4,610 | 0.09% | — | 37 | +62,631 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 56,336 | 4,148 | 0.0% | 0.0% | 38 | -32,463 | -36.56% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 54,244 | 3,994 | 0.07% | 0.06% | 39 | -35,103 | -39.29% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,925 | 3,897 | 0.0% | — | 40 | +52,925 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,602 | 3,873 | 0.01% | 0.0% | 41 | -4,088 | -7.21% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,275 | 3,849 | 0.01% | 0.0% | 42 | -5,563 | -9.62% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 51,764 | 3,812 | 0.02% | 0.03% | 43 | -29,325 | -36.16% | Q4 2025 | Jan 27, 2026 |
| MARSHALL WACE, LLP | History | New | 45,300 | 3,335 | 0.0% | — | 44 | +45,300 | New | Q4 2025 | Feb 13, 2026 |
| Climber Capital SA | History | New | 59,525 | 3,268 | 2.13% | — | 45 | +59,525 | New | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,811 | 3,078 | 0.0% | 0.0% | 46 | -8,554 | -16.98% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 41,502 | 3,056 | 0.04% | 0.02% | 47 | +16,837 | 68.26% | Q4 2025 | Feb 17, 2026 |
| LifeGoal Investments, LLC | History | Added to | 41,043 | 3,023 | 2.01% | 2.04% | 48 | +3,026 | 7.96% | Q4 2025 | Jan 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 40,854 | 3,008 | 0.56% | 0.53% | 49 | +202 | 0.5% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | Added to | 40,700 | 2,997 | 0.22% | 0.18% | 50 | +3,693 | 9.98% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40,527 | 2,984 | 0.0% | 0.0% | 51 | +17,587 | 76.67% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 38,748 | 2,853 | 0.49% | 0.44% | 52 | +450 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 38,217 | 2,814 | 0.01% | 0.01% | 53 | +10,320 | 36.99% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 37,033 | 2,727 | 0.02% | — | 54 | +37,033 | New | Q4 2025 | Feb 18, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 36,864 | 2,714 | 1.42% | 1.34% | 55 | +2,865 | 8.43% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,471 | 2,685 | 0.01% | 0.01% | 56 | +2,001 | 5.81% | Q4 2025 | Feb 03, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 34,647 | 2,551 | 0.21% | 0.2% | 57 | -2,079 | -5.66% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 33,806 | 2,489 | 0.0% | — | 58 | +33,806 | New | Q4 2025 | Mar 25, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 32,195 | 2,370 | 1.4% | 1.51% | 59 | -703 | -2.14% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | New | 29,127 | 2,144 | 0.01% | — | 60 | +29,127 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 28,518 | 2,100 | 0.01% | 0.0% | 61 | +23,989 | 529.68% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 22,751 | 1,675 | 0.03% | 0.03% | 62 | +1,856 | 8.88% | Q4 2025 | Feb 03, 2026 |
| Williams & Novak, LLC | History | Reduced | 22,640 | 1,667 | 1.25% | 1.36% | 63 | -4,762 | -17.38% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,435 | 1,652 | 0.06% | 0.01% | 64 | +16,732 | 293.39% | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 20,354 | 1,645 | 0.23% | — | 65 | +20,354 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 21,940 | 1,615 | 0.01% | — | 66 | +21,940 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,813 | 1,606 | 0.01% | 0.0% | 67 | +5,607 | 34.6% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,860 | 1,536 | 0.04% | — | 68 | +20,860 | New | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 19,926 | 1,467 | 0.06% | 0.06% | 69 | +213 | 1.08% | Q4 2025 | Feb 10, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 19,643 | 1,446 | 0.45% | 0.34% | 70 | +3,660 | 22.9% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,167 | 1,337 | 0.0% | 0.01% | 71 | -1,099 | -5.7% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 18,013 | 1,326 | 0.91% | 0.88% | 72 | -1,167 | -6.08% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 17,914 | 1,319 | 0.0% | 0.0% | 73 | +3,538 | 24.61% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | No change | 17,508 | 1,289 | 0.06% | 0.05% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 17,475 | 1,286 | 0.01% | 0.0% | 75 | +9,139 | 109.63% | Q4 2025 | Feb 09, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 16,500 | 1,215 | 0.36% | 0.34% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,721 | 1,157 | 0.03% | 0.07% | 77 | -21,952 | -58.27% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,902 | 1,097 | 0.01% | 0.0% | 78 | +10,502 | 238.68% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 14,531 | 1,070 | 0.91% | 0.14% | 79 | -5,921 | -28.95% | Q4 2025 | Feb 06, 2026 |
| Invst, LLC | History | Added to | 14,220 | 1,047 | 0.11% | 0.09% | 80 | +2,459 | 20.91% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,924 | 1,025 | 0.01% | 0.01% | 81 | +2,844 | 25.67% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 10,997 | 1,013 | 0.06% | 0.04% | 82 | -603 | -5.2% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,594 | 1,001 | 0.0% | 0.0% | 83 | +17 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 13,360 | 983 | 0.62% | — | 84 | +13,360 | New | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,100 | 964 | 0.0% | 0.0% | 85 | -4,600 | -25.99% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,785 | 941 | 0.02% | 0.02% | 86 | +1,909 | 17.55% | Q4 2025 | Feb 17, 2026 |
| Gainplan LLC | History | Reduced | 12,613 | 928 | 0.35% | 0.68% | 87 | -12,361 | -49.5% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 12,524 | 922 | 0.05% | 0.06% | 88 | -210 | -1.65% | Q4 2025 | Feb 10, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 12,033 | 886 | 0.21% | 0.19% | 89 | -313 | -2.54% | Q4 2025 | Feb 05, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 9,774 | 843 | 0.11% | 0.12% | 90 | -3,633 | -27.1% | Q4 2025 | Jan 23, 2026 |
| Aspect Partners, LLC | History | No change | 11,313 | 833 | 0.36% | 0.33% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 9,951 | 732 | 0.08% | 0.08% | 92 | -110 | -1.09% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 9,875 | 727 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,403 | 692 | 0.0% | 0.0% | 94 | +1,615 | 20.74% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 9,301 | 684 | 0.05% | — | 95 | +9,301 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,275 | 675 | 0.02% | 0.01% | 96 | +3,494 | 32.41% | Q4 2025 | Feb 11, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,147 | 673 | 0.05% | 0.04% | 97 | +1,649 | 21.99% | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 8,845 | 651 | 0.0% | — | 98 | +8,845 | New | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,836 | 650 | 0.05% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,805 | 648 | 0.04% | 0.03% | 100 | +1,828 | 26.2% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 8,525 | 627 | 0.1% | — | 101 | +8,525 | New | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 8,508 | 626 | 0.07% | 0.06% | 102 | -21 | -0.25% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,886 | 580 | 0.01% | 0.01% | 103 | +2,479 | 45.85% | Q4 2025 | Feb 02, 2026 |
| GeoWealth Management, LLC | History | Added to | 7,794 | 573 | 0.02% | 0.02% | 104 | +318 | 4.25% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,243 | 573 | 0.0% | 0.0% | 105 | +49 | 0.68% | Q4 2025 | Jan 08, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 7,730 | 569 | 0.04% | 0.05% | 106 | -1,148 | -12.93% | Q4 2025 | Feb 02, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,135 | 565 | 0.37% | 0.43% | 107 | -2,686 | -30.45% | Q4 2025 | Feb 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 7,475 | 550 | 0.16% | 0.22% | 108 | -4,324 | -36.65% | Q4 2025 | Jan 09, 2026 |
| Crestmont Private Wealth LLC | History | No change | 7,246 | 533 | 0.17% | 0.15% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 7,235 | 532 | 0.18% | 0.21% | 110 | -1,897 | -20.77% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | New | 6,831 | 503 | 0.04% | — | 111 | +6,831 | New | Q4 2025 | Jan 20, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 6,183 | 499 | 0.06% | 0.06% | 112 | +25 | 0.41% | Q4 2025 | Feb 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 6,756 | 497 | 0.11% | 0.09% | 113 | +901 | 15.39% | Q4 2025 | Jan 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,543 | 481 | 0.03% | 0.02% | 114 | +700 | 11.98% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | New | 6,326 | 465 | 0.09% | — | 115 | +6,326 | New | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 6,300 | 463 | 0.01% | 0.01% | 116 | +400 | 6.78% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,020 | 443 | 0.04% | 0.02% | 117 | +2,662 | 79.27% | Q4 2025 | Feb 13, 2026 |
| Kastel Capital Advisors, LLC | History | New | 5,949 | 438 | 0.27% | — | 118 | +5,949 | New | Q4 2025 | Feb 18, 2026 |
| Valued Retirements, Inc. | History | No change | 5,800 | 427 | 0.42% | 0.29% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 5,761 | 424 | 0.0% | 0.0% | 120 | -613 | -9.62% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,700 | 421 | 0.11% | 0.08% | 121 | -132 | -2.73% | Q4 2025 | Jan 26, 2026 |
| Belvedere Trading LLC | History | Reduced | 5,500 | 405 | 0.0% | 0.0% | 122 | -600 | -9.84% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,423 | 399 | 0.01% | 0.01% | 124 | -927 | -14.6% | Q4 2025 | Feb 19, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 5,426 | 399 | 0.01% | 0.01% | 123 | -69 | -1.26% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,365 | 395 | 0.0% | 0.0% | 125 | +1,674 | 45.35% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 5,009 | 368 | 0.0% | 0.0% | 127 | -3,664 | -42.25% | Q4 2025 | Jan 29, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 5,000 | 368 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Management, LLC | History | New | 4,981 | 366 | 0.2% | — | 128 | +4,981 | New | Q4 2025 | Jan 12, 2026 |
| Fiera Capital Corp | History | New | 4,921 | 362 | 0.0% | — | 129 | +4,921 | New | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,873 | 358 | 0.0% | — | 130 | +4,873 | New | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,813 | 354 | 0.0% | 0.0% | 131 | -341 | -6.62% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,695 | 345 | 0.0% | 0.0% | 132 | +900 | 23.72% | Q4 2025 | Feb 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 4,664 | 343 | 0.05% | 0.06% | 133 | -1,905 | -29.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,635 | 341 | 0.0% | 0.0% | 134 | -117,991 | -96.22% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 4,626 | 340 | 0.22% | 0.21% | 135 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RMR Wealth Builders | History | No change | 4,138 | 304 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RDA Financial Network | History | Added to | 3,965 | 291 | 0.07% | 0.05% | 138 | +781 | 24.53% | Q4 2025 | Jan 06, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 3,965 | 291 | 0.03% | 0.03% | 137 | +2 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Added to | 3,990 | 281 | 0.01% | 0.01% | 139 | +641 | 19.14% | Q4 2025 | Jan 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 3,810 | 280 | 0.05% | 0.04% | 140 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,686 | 271 | 0.0% | 0.01% | 141 | -9,221 | -71.44% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,626 | 267 | 0.0% | 0.0% | 142 | +89 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,645 | 267 | 0.04% | 0.04% | 143 | -40 | -1.09% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,500 | 257 | 0.0% | 0.0% | 144 | -348,800 | -99.01% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,490 | 257 | 0.0% | 0.0% | 145 | -912 | -20.72% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,484 | 256 | 0.01% | — | 146 | +3,484 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,395 | 250 | 0.02% | — | 147 | +3,395 | New | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | New | 3,306 | 243 | 0.0% | — | 148 | +3,306 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | New | 3,227 | 237 | 0.02% | — | 149 | +3,227 | New | Q4 2025 | Feb 04, 2026 |
| Claro Advisors Inc. | History | Added to | 3,211 | 236 | 0.03% | 0.03% | 150 | +48 | 1.52% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | New | 3,176 | 233 | 0.0% | — | 151 | +3,176 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,151 | 232 | 0.01% | 0.01% | 152 | -636 | -16.79% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,072 | 226 | 0.0% | 0.0% | 153 | +133 | 4.53% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,066 | 225 | 0.02% | 0.01% | 154 | +1,595 | 108.43% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | New | 2,963 | 218 | 0.0% | — | 155 | +2,963 | New | Q4 2025 | Feb 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 2,813 | 207 | 0.03% | 0.04% | 156 | -1,755 | -38.42% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | New | 2,783 | 204 | 0.01% | — | 158 | +2,783 | New | Q4 2025 | Jan 27, 2026 |
| Prism Advisors, Inc. | History | New | 2,778 | 204 | 0.05% | — | 157 | +2,778 | New | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | New | 2,723 | 200 | 0.0% | — | 159 | +2,723 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,500 | 184 | 0.01% | 0.01% | 160 | +178 | 7.67% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,480 | 182 | 0.0% | 0.0% | 161 | +1,114 | 81.55% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 2,425 | 178 | 0.0% | 0.0% | 162 | +2,009 | 482.93% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,345 | 172 | 0.0% | 0.0% | 163 | +60 | 2.63% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,208 | 162 | 0.01% | 0.01% | 164 | +33 | 1.52% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,985 | 146 | 0.0% | 0.0% | 165 | +4 | 0.2% | Q4 2025 | Mar 16, 2026 |
| Colonial Trust Co / SC | History | No change | 1,529 | 112 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,381 | 101 | 0.0% | 0.0% | 167 | +168 | 13.85% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,289 | 95 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,277 | 94 | 0.0% | 0.0% | 169 | +54 | 4.42% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,247 | 93 | 0.0% | 0.01% | 170 | -215 | -14.71% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,151 | 84 | 0.0% | 0.0% | 171 | +285 | 32.91% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,145 | 84 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,115 | 82 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 950 | 69 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 800 | 58 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 766 | 56 | 0.0% | — | 177 | +766 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 762 | 56 | 0.0% | 0.0% | 176 | +190 | 33.22% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 645 | 47 | 0.0% | 0.0% | 178 | -94 | -12.72% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 597 | 43 | 0.0% | 0.0% | 180 | +78 | 15.03% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 520 | 43 | 0.0% | 0.0% | 179 | +3 | 0.58% | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 581 | 42 | 0.0% | 0.0% | 181 | +252 | 76.6% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 492 | 36 | 0.0% | 0.0% | 182 | +169 | 52.32% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 425 | 31 | 0.0% | 0.0% | 183 | +45 | 11.84% | Q4 2025 | Feb 20, 2026 |
| Arax Advisory Partners | History | New | 362 | 26 | 0.0% | — | 184 | +362 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 355 | 26 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 285 | 20 | 0.01% | — | 186 | +285 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 280 | 20 | 0.01% | — | 187 | +280 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 208 | 15 | 0.0% | 0.0% | 188 | -100 | -32.47% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 192 | 14 | 0.01% | — | 190 | +192 | New | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | No change | 200 | 14 | 0.02% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 185 | 13 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | Reduced | 136 | 10 | 0.0% | 0.0% | 193 | -35 | -20.47% | Q4 2025 | Jan 09, 2026 |
| CITY HOLDING CO | History | No change | 140 | 10 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125 | 9 | 0.0% | 0.0% | 194 | +45 | 56.25% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 119 | 8 | 0.0% | 0.0% | 195 | +14 | 13.33% | Q4 2025 | Jan 23, 2026 |
| Decker Retirement Planning Inc. | History | New | 97 | 7 | 0.0% | — | 198 | +97 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 79 | 7 | 0.0% | 0.0% | 197 | +14 | 21.54% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 102 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 87 | 6 | 0.0% | — | 199 | +87 | New | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | New | 38 | 3 | 0.0% | — | 200 | +38 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 34 | 2 | 0.0% | — | 203 | +34 | New | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 32 | 2 | 0.0% | — | 204 | +32 | New | Q4 2025 | Feb 19, 2026 |
| Operose Advisors LLC | History | New | 19 | 1 | 0.0% | — | 206 | +19 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -107,120 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -40,021 | -100.0% | Q3 2025 | Oct 21, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,952 | -100.0% | Q3 2025 | Nov 12, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,091 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,011 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,349 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -6,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,350 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,773 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,390 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,318 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.02% | — | -1,283 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,097 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -769 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -160 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WealthShield Partners, LLC | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |