iSHARES TRUST - SCZ

Detailed investor-level table based on 13F positions.

Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025

13D/13G major owners: Ownership tab.

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
JONES FINANCIAL COMPANIES LLLP	History	Added to	35,085,170	2,720,185	1.66%	0.59%	1	+23,794,915	210.76%	Q4 2025	Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Added to	15,520,503	1,207,159	2.89%	2.84%	2	+216,767	1.42%	Q4 2025	Feb 11, 2026
NATIXIS ADVISORS, LLC	History	Added to	11,131,682	863,039	1.22%	1.08%	3	+1,490,692	15.46%	Q4 2025	Feb 10, 2026
Creative Planning	History	Reduced	4,001,104	310,205	0.22%	0.24%	4	-144,669	-3.49%	Q4 2025	Feb 17, 2026
State of New Jersey Common Pension Fund D	History	No change	3,702,826	287,080	1.04%	1.05%	5	0	0.0%	Q4 2025	Jan 30, 2026
BlackRock, Inc.	History	Reduced	3,405,764	264,048	0.0%	0.0%	6	-15,892	-0.46%	Q4 2025	Feb 12, 2026
Bank of New York Mellon Corp	History	Reduced	3,153,629	244,500	0.04%	0.04%	7	-6,118	-0.19%	Q4 2025	Feb 10, 2026
FMR LLC	History	Reduced	2,711,858	210,250	0.01%	0.01%	8	-47,300	-1.71%	Q4 2025	Feb 17, 2026
GOLDMAN SACHS GROUP INC	History	Reduced	2,691,696	208,687	0.03%	0.03%	9	-64,172	-2.33%	Q4 2025	Mar 25, 2026
MORGAN STANLEY	History	Reduced	2,389,338	185,245	0.01%	0.01%	10	-426,602	-15.15%	Q4 2025	Feb 13, 2026
BANK OF AMERICA CORP /DE/	History	Added to	1,812,499	140,523	0.01%	0.01%	11	+172,772	10.54%	Q4 2025	Feb 17, 2026
JPMORGAN CHASE & CO	History	Reduced	1,321,738	102,474	0.01%	0.01%	12	-470,074	-26.23%	Q4 2025	Feb 11, 2026
Focus Partners Wealth	History	Reduced	1,295,833	100,241	0.11%	0.16%	13	-19,236	-1.46%	Q4 2025	Feb 13, 2026
Cassaday & Co Wealth Management LLC	History	Added to	1,271,310	98,564	2.08%	2.22%	14	+18,132	1.45%	Q4 2025	Feb 03, 2026
NORTHERN TRUST CORP	History	Added to	1,265,619	98,123	0.01%	0.01%	15	+33,916	2.75%	Q4 2025	Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Added to	1,192,835	92,480	0.02%	0.0%	16	+875,704	276.13%	Q4 2025	Feb 17, 2026
Cetera Investment Advisers	History	Added to	1,076,533	83,463	0.09%	0.09%	17	+37,752	3.63%	Q4 2025	Feb 17, 2026
Modera Wealth Management, LLC	History	Reduced	916,255	71,037	0.82%	0.88%	18	-74,692	-7.54%	Q4 2025	Jan 21, 2026
Wilmington Savings Fund Society, FSB	History	Added to	876,396	67,946	1.59%	1.44%	19	+98,743	12.7%	Q4 2025	Feb 12, 2026
LPL Financial LLC	History	Added to	856,401	66,396	0.02%	0.02%	20	+5,840	0.69%	Q4 2025	Feb 11, 2026
UBS Group AG	History	Reduced	775,701	60,140	0.01%	0.01%	21	-48,845	-5.92%	Q4 2025	Jan 29, 2026
BANK OF MONTREAL /CAN/	History	Added to	718,260	55,686	0.02%	0.02%	22	+27,439	3.97%	Q4 2025	Feb 12, 2026
HighTower Advisors, LLC	History	Reduced	691,409	53,604	0.06%	0.06%	23	-16,179	-2.29%	Q4 2025	Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	663,595	51,448	0.03%	0.03%	24	+33,214	5.27%	Q4 2025	Feb 10, 2026
State of Tennessee, Department of Treasury	History	Added to	625,957	51,184	0.16%	0.16%	25	+1,665	0.27%	Q4 2025	Feb 18, 2026
Forvis Mazars Wealth Advisors, LLC	History	Reduced	594,386	46,082	0.87%	0.94%	26	-21,663	-3.52%	Q4 2025	Feb 10, 2026
Financial Advisory Corp	History	Reduced	592,938	45,970	6.69%	6.75%	27	-4,734	-0.79%	Q4 2025	Jan 27, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	586,124	45,442	0.01%	0.01%	28	-105	-0.02%	Q4 2025	Feb 10, 2026
Align Financial, LLC	History	New	41,401	41,401	0.02%	—	29	+41,401	New	Q4 2025	Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Reduced	512,070	39,700	0.02%	0.02%	30	-24,532	-4.57%	Q4 2025	Feb 06, 2026
Corient Private Wealth LLC	History	Added to	485,120	37,620	0.05%	0.04%	31	+122,198	33.67%	Q4 2025	Mar 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Reduced	446,904	34,648	0.26%	0.29%	32	-21,651	-4.62%	Q4 2025	Feb 12, 2026
Baker Avenue Asset Management, LP	History	Reduced	444,946	34,496	0.8%	0.87%	33	-28,400	-6.0%	Q4 2025	Feb 10, 2026
Plancorp, LLC	History	Added to	414,803	32,159	0.97%	1.0%	34	+1,193	0.29%	Q4 2025	Feb 05, 2026
Wealthcare Advisory Partners LLC	History	Added to	403,688	31,297	0.61%	0.63%	35	+9,756	2.48%	Q4 2025	Jan 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	Reduced	382,888	29,685	1.41%	1.43%	36	-2,281	-0.59%	Q4 2025	Jan 23, 2026
MAI Capital Management	History	Added to	366,825	28,439	0.16%	0.17%	37	+18,343	5.26%	Q4 2025	Feb 13, 2026
WELLS FARGO & COMPANY/MN	History	Added to	362,499	28,104	0.01%	0.01%	38	+4,399	1.23%	Q4 2025	Feb 13, 2026
Bear Mountain Capital, Inc.	History	Added to	325,320	26,175	8.45%	8.15%	39	+6,014	1.88%	Q4 2025	Jan 22, 2026
CHOREO, LLC	History	Reduced	325,234	25,329	0.32%	0.34%	40	-14,750	-4.34%	Q4 2025	Jan 23, 2026
Arvest Bank Trust Division	History	Reduced	318,514	24,694	1.34%	1.37%	41	-3,577	-1.11%	Q4 2025	Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Reduced	302,170	23,427	0.04%	0.05%	42	-79,397	-20.81%	Q4 2025	Feb 18, 2026
Shakespeare Wealth Management, LLC	History	Added to	294,944	22,867	5.05%	5.05%	43	+5,520	1.91%	Q4 2025	Feb 06, 2026
Ballentine Partners, LLC	History	Reduced	292,689	22,692	0.32%	0.42%	44	-106,007	-26.59%	Q4 2025	Feb 03, 2026
Pure Financial Advisors, LLC	History	Added to	289,090	22,413	4.07%	0.35%	45	+5,681	2.0%	Q4 2025	Mar 04, 2026
Mill Creek Capital Advisors, LLC	History	Reduced	267,491	20,738	0.42%	0.45%	46	-15,546	-5.49%	Q4 2025	Feb 13, 2026
Nuveen, LLC	History	Added to	251,504	19,499	0.01%	0.0%	47	+120,294	91.68%	Q4 2025	Feb 12, 2026
STIFEL FINANCIAL CORP	History	Added to	248,964	19,302	0.02%	0.02%	48	+766	0.31%	Q4 2025	Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP	History	Added to	223,998	17,366	0.35%	0.32%	49	+12,108	5.71%	Q4 2025	Feb 05, 2026
FIFTH THIRD BANCORP	History	Added to	221,491	17,172	0.05%	0.05%	50	+2,635	1.2%	Q4 2025	Feb 02, 2026
TRUIST FINANCIAL CORP	History	Reduced	220,771	17,116	0.02%	0.02%	51	-1,049	-0.47%	Q4 2025	Feb 02, 2026
FSM Wealth Advisors, LLC	History	Added to	218,421	16,934	2.32%	2.27%	52	+9,412	4.5%	Q4 2025	Jan 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	213,922	16,585	0.02%	0.02%	53	-4,823	-2.2%	Q4 2025	Feb 12, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	203,887	15,807	0.0%	0.0%	54	+12,870	6.74%	Q4 2025	Feb 18, 2026
Envestnet Portfolio Solutions, Inc.	History	Added to	203,142	15,749	0.06%	0.06%	55	+1,997	0.99%	Q4 2025	Feb 06, 2026
FIRST CITIZENS BANK & TRUST CO	History	Added to	201,370	15,612	0.33%	0.33%	56	+3,056	1.54%	Q4 2025	Feb 18, 2026
Bryn Mawr Trust Advisors, LLC	History	Added to	199,856	15,494	0.75%	0.63%	57	+35,024	21.25%	Q4 2025	Feb 04, 2026
Savant Capital, LLC	History	Reduced	189,191	14,667	0.08%	0.11%	58	-53,413	-22.02%	Q4 2025	Feb 10, 2026
Sequoia Financial Advisors, LLC	History	Added to	187,107	14,506	0.08%	0.01%	59	+170,001	993.81%	Q4 2025	Feb 03, 2026
OSAIC HOLDINGS, INC.	History	Added to	185,244	14,375	0.02%	0.02%	60	+7,548	4.25%	Q4 2025	Feb 17, 2026
Checchi Capital Advisers, LLC	History	Reduced	184,372	14,294	0.73%	0.76%	61	-6,696	-3.5%	Q4 2025	Jan 27, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Reduced	182,064	14,115	0.45%	0.46%	62	-216	-0.12%	Q4 2025	Jan 30, 2026
Wealth Architects, LLC	History	Reduced	179,965	13,952	1.26%	1.31%	63	-998	-0.55%	Q4 2025	Feb 17, 2026
RTD Financial Advisors, Inc.	History	Reduced	172,300	13,358	1.63%	1.62%	64	-3,324	-1.89%	Q4 2025	Jan 27, 2026
Mariner, LLC	History	Added to	159,401	12,358	0.01%	0.02%	65	+3,910	2.51%	Q4 2025	Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	157,743	12,229	0.02%	0.02%	66	+7,756	5.17%	Q4 2025	Feb 17, 2026
Klingman & Associates, LLC	History	Reduced	157,675	12,224	0.59%	0.62%	67	-1,875	-1.18%	Q4 2025	Jan 29, 2026
Financiere des Professionnels - Fonds d'investissement inc.	History	No change	156,900	12,164	0.69%	0.69%	68	0	0.0%	Q4 2025	Feb 11, 2026
Pathstone Holdings, LLC	History	New	153,204	11,877	0.05%	—	69	+153,204	New	Q4 2025	Feb 13, 2026
ROYAL BANK OF CANADA	History	New	152,565	11,828	0.0%	—	70	+152,565	New	Q4 2025	Feb 17, 2026
Brand Asset Management Group, Inc.	History	Reduced	148,566	11,518	3.22%	3.33%	71	-5,670	-3.68%	Q4 2025	Feb 11, 2026
CULLEN/FROST BANKERS, INC.	History	Added to	147,822	11,460	0.13%	0.11%	72	+23,828	19.22%	Q4 2025	Feb 06, 2026
ALESCO ADVISORS LLC	History	Reduced	146,373	11,348	0.29%	0.31%	73	-1,686	-1.14%	Q4 2025	Jan 28, 2026
AMERIPRISE FINANCIAL INC	History	Added to	146,134	11,316	0.0%	0.0%	74	+22,921	18.6%	Q4 2025	Feb 17, 2026
Shoker Investment Counsel, Inc.	History	Added to	141,157	10,944	3.21%	3.1%	75	+4,328	3.16%	Q4 2025	Feb 04, 2026
Omega Financial Group, LLC	History	Added to	140,796	10,915	3.59%	3.54%	76	+1,410	1.01%	Q4 2025	Jan 28, 2026
DORVAL Corp	History	Added to	135,369	10,495	3.35%	3.38%	77	+2,168	1.63%	Q4 2025	Jan 26, 2026
Allspring Global Investments Holdings, LLC	History	Reduced	134,043	10,483	0.02%	0.02%	78	-25,294	-15.87%	Q4 2025	Jan 15, 2026
Sound Stewardship, LLC	History	Added to	131,280	10,178	4.88%	4.74%	79	+2,468	1.92%	Q4 2025	Jan 30, 2026
WESCAP Management Group, Inc.	History	Reduced	128,607	9,970	2.02%	2.1%	80	-1,723	-1.32%	Q4 2025	Feb 11, 2026
M&T BANK CORP	History	Reduced	128,044	9,927	0.03%	0.03%	81	-19	-0.01%	Q4 2025	Jan 30, 2026
IMA Advisory Services, Inc.	History	Reduced	124,917	9,671	0.93%	1.02%	82	-7,790	-5.87%	Q4 2025	Feb 11, 2026
NewEdge Advisors, LLC	History	Added to	122,549	9,501	0.03%	0.04%	83	+19,605	19.04%	Q4 2025	Feb 18, 2026
Shore Point Advisors, LLC	History	Reduced	121,740	9,438	3.99%	7.88%	84	-110,505	-47.58%	Q4 2025	Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Added to	116,487	9,233	0.01%	0.01%	85	+4,061	3.61%	Q4 2025	Jan 08, 2026
Charles Schwab Trust Co	History	Reduced	118,742	9,206	0.61%	0.62%	86	-649	-0.54%	Q4 2025	Jan 09, 2026
Baird Financial Group, Inc.	History	Added to	118,509	9,188	0.01%	0.01%	87	+7,250	6.52%	Q4 2025	Feb 13, 2026
BRIGHTON JONES LLC	History	Added to	117,885	9,139	0.34%	0.21%	88	+1,204	1.03%	Q4 2025	Jan 27, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	117,549	9,114	0.02%	0.02%	89	+3,015	2.63%	Q4 2025	Feb 05, 2026
Ifrah Financial Services, Inc.	History	Reduced	116,948	9,066	2.33%	2.37%	90	-2,405	-2.02%	Q4 2025	Jan 22, 2026
Curi Capital, LLC	History	Added to	114,946	8,911	0.15%	0.12%	91	+30,281	35.77%	Q4 2025	Feb 17, 2026
SACHEM HILL LLC	History	Reduced	114,238	8,857	1.72%	1.82%	92	-4,560	-3.84%	Q4 2025	Feb 12, 2026
Fonville Wealth Management LLC	History	Added to	113,735	8,817	1.8%	1.84%	93	+7,209	6.77%	Q4 2025	Jan 23, 2026
Brooklyn FI, LLC	History	Reduced	103,856	8,051	1.72%	1.79%	94	-31	-0.03%	Q4 2025	Jan 21, 2026
Equitable Holdings, Inc.	History	Reduced	102,295	7,930	0.05%	0.06%	95	-798	-0.77%	Q4 2025	Feb 17, 2026
LTG Capital LLC	History	Added to	101,345	7,857	6.12%	4.29%	96	+30,331	42.71%	Q4 2025	Feb 11, 2026
Beacon Pointe Advisors, LLC	History	Added to	100,790	7,814	0.05%	0.05%	97	+22,082	28.06%	Q4 2025	Feb 18, 2026
IFG Advisors, LLC	History	Added to	100,577	7,797	1.3%	1.18%	98	+6,265	6.64%	Q4 2025	Jan 13, 2026
BESSEMER GROUP INC	History	Added to	100,489	7,791	0.01%	0.01%	99	+3,930	4.07%	Q4 2025	Feb 05, 2026
Integrated Wealth Concepts LLC	History	Reduced	99,129	7,685	0.09%	0.07%	100	-9,808	-9.0%	Q4 2025	Feb 13, 2026
Bleakley Financial Group, LLC	History	Added to	98,647	7,648	0.13%	0.12%	101	+31,393	46.68%	Q4 2025	Feb 09, 2026
ACADIAN ASSET MANAGEMENT LLC	History	Added to	96,739	7,499	0.01%	0.01%	102	+19,351	25.01%	Q4 2025	Feb 10, 2026
&PARTNERS	History	Added to	96,754	7,498	0.04%	0.04%	103	+16,307	20.27%	Q4 2025	Feb 17, 2026
US BANCORP \DE\	History	Added to	96,156	7,462	0.01%	0.01%	104	+713	0.75%	Q4 2025	Jan 30, 2026
ARVEST INVESTMENTS, INC.	History	Reduced	95,265	7,385	1.04%	1.06%	105	-1,042	-1.08%	Q4 2025	Jan 20, 2026
BANK OF STOCKTON	History	Reduced	94,266	7,308	2.09%	2.16%	106	-4,322	-4.38%	Q4 2025	Jan 21, 2026
Sterling Capital Management LLC	History	Reduced	92,749	7,190	0.12%	0.13%	107	-26,814	-22.43%	Q4 2025	Feb 13, 2026
Focus Partners Advisor Solutions, LLC	History	Reduced	92,206	7,148	0.09%	0.11%	108	-30,695	-24.98%	Q4 2025	Feb 11, 2026
Wealthspire Retirement, LLC	History	Added to	87,483	6,782	0.41%	0.41%	109	+3,180	3.77%	Q4 2025	Feb 18, 2026
ENCOMPASS WEALTH ADVISORS, LLC	History	Added to	87,446	6,779	2.31%	2.16%	110	+4,774	5.77%	Q4 2025	Jan 22, 2026
CWM, LLC	History	Added to	81,418	6,312	0.02%	0.0%	111	+74,409	1061.62%	Q4 2025	Jan 26, 2026
Waverly Advisors, LLC	History	Reduced	81,340	6,306	0.05%	0.08%	112	-27,608	-25.34%	Q4 2025	Feb 17, 2026
FRANKLIN RESOURCES INC	History	Reduced	80,019	6,203	0.0%	0.0%	113	-124,764	-60.92%	Q4 2025	Feb 11, 2026
RWA WEALTH PARTNERS, LLC	History	Reduced	78,110	6,055	0.07%	0.07%	114	-6,861	-8.07%	Q4 2025	Feb 12, 2026
MML INVESTORS SERVICES, LLC	History	Added to	77,979	6,045	0.01%	0.01%	115	+13,563	21.06%	Q4 2025	Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT	History	Reduced	75,543	5,856	0.11%	0.12%	116	-3,643	-4.6%	Q4 2025	Jan 23, 2026
SEI INVESTMENTS CO	History	Added to	73,065	5,664	0.01%	0.0%	117	+28,156	62.7%	Q4 2025	Feb 13, 2026
BLUELINE ADVISORS LLC	History	New	72,967	5,657	4.62%	—	118	+72,967	New	Q4 2025	Feb 10, 2026
NorthStar Asset Management LLC /NJ/	History	Added to	72,720	5,638	2.54%	2.5%	119	+4,640	6.82%	Q4 2025	Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Reduced	72,218	5,599	0.07%	0.08%	120	-6,310	-8.04%	Q4 2025	Feb 09, 2026
BANK OF HAWAII	History	Reduced	71,135	5,515	0.27%	0.28%	121	-788	-1.1%	Q4 2025	Mar 03, 2026
Parkside Financial Bank & Trust	History	Added to	70,361	5,455	0.41%	0.39%	122	+3,868	5.82%	Q4 2025	Feb 13, 2026
Cornerstone Management, Inc.	History	Added to	70,129	5,437	0.89%	0.87%	123	+1,700	2.48%	Q4 2025	Feb 06, 2026
My Personal CFO, LLC	History	Added to	69,864	5,416	2.26%	1.18%	124	+30,177	76.04%	Q4 2025	Jan 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Added to	68,725	5,328	0.07%	0.05%	125	+4,845	7.58%	Q4 2025	Feb 02, 2026
SB Capital Management Inc	History	New	66,885	5,185	1.9%	—	126	+66,885	New	Q4 2025	Feb 20, 2026
Allworth Financial LP	History	New	66,594	5,163	0.02%	—	127	+66,594	New	Q4 2025	Feb 05, 2026
Investors Research Corp	History	Reduced	65,597	5,085	0.93%	1.03%	128	-7,284	-9.99%	Q4 2025	Jan 06, 2026
Private Advisor Group, LLC	History	Reduced	64,282	4,983	0.02%	0.02%	129	-253	-0.39%	Q4 2025	Feb 17, 2026
FCA CORP /TX	History	Reduced	63,787	4,945	1.4%	1.47%	130	-5,422	-7.83%	Q4 2025	Feb 11, 2026
MSH Capital Advisors LLC	History	Added to	63,735	4,941	1.06%	1.31%	131	+252	0.4%	Q4 2025	Feb 09, 2026
HARBOR ADVISORY CORP /MA/	History	Reduced	63,495	4,922	1.49%	1.62%	132	-7,915	-11.08%	Q4 2025	Feb 06, 2026
Cascade Financial Partners, LLC	History	Reduced	62,600	4,853	0.49%	0.56%	133	-1,057	-1.66%	Q4 2025	Feb 06, 2026
One Capital Management, LLC	History	Reduced	62,207	4,831	0.15%	0.23%	134	-31,083	-33.32%	Q4 2025	Feb 10, 2026
Clearwater Capital Advisors, LLC	History	Reduced	62,109	4,815	0.4%	0.41%	135	-924	-1.47%	Q4 2025	Feb 09, 2026
Composition Wealth, LLC	History	Reduced	62,058	4,811	0.07%	0.07%	136	-1,238	-1.96%	Q4 2025	Feb 02, 2026
Quent Capital, LLC	History	Reduced	61,768	4,788	0.35%	0.4%	137	-883	-1.41%	Q4 2025	Jan 29, 2026
Heritage Trust Co	History	Reduced	61,556	4,772	0.49%	0.51%	138	-1,531	-2.43%	Q4 2025	Feb 10, 2026
Larson Financial Group LLC	History	Reduced	61,488	4,767	0.16%	0.17%	139	-584	-0.94%	Q4 2025	Feb 06, 2026
COMERICA BANK	History	Reduced	61,043	4,732	0.02%	0.02%	140	-290	-0.47%	Q4 2025	Jan 29, 2026
SVB WEALTH LLC	History	Reduced	60,521	4,692	0.28%	0.26%	141	-2,957	-4.66%	Q4 2025	Feb 04, 2026
Goldstein Advisors, LLC	History	Reduced	57,807	4,481	0.51%	0.57%	142	-2,907	-4.79%	Q4 2025	Feb 10, 2026
Cooke Wealth Management, LLC	History	New	55,203	4,430	3.87%	—	143	+55,203	New	Q4 2025	Jan 21, 2026
World Investment Advisors	History	Added to	55,162	4,276	0.07%	0.08%	144	+2,214	4.18%	Q4 2025	Mar 12, 2026
Advisory Services Network, LLC	History	Added to	52,970	4,106	0.06%	0.03%	145	+22,303	72.73%	Q4 2025	Feb 17, 2026
ASPIRIANT, LLC	History	Reduced	52,883	4,100	0.12%	0.13%	146	-4,530	-7.89%	Q4 2025	Jan 20, 2026
Austin Private Wealth, LLC	History	Reduced	52,598	4,077	0.3%	0.34%	147	-5,621	-9.65%	Q4 2025	Jan 20, 2026
Auto-Owners Insurance Co	History	No change	52,300	4,056	0.09%	0.1%	148	0	0.0%	Q4 2025	Mar 09, 2026
HANCOCK WHITNEY CORP	History	Added to	52,304	4,055	0.07%	0.07%	149	+1,402	2.75%	Q4 2025	Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC	History	New	51,600	4,000	0.01%	—	150	+51,600	New	Q4 2025	Feb 12, 2026
Partners in Financial Planning	History	Reduced	50,388	3,906	0.66%	0.68%	151	-566	-1.11%	Q4 2025	Feb 02, 2026
NBT BANK N A /NY	History	Reduced	50,241	3,891	0.25%	0.26%	152	-1,514	-2.93%	Q4 2025	Jan 23, 2026
Aptus Capital Advisors, LLC	History	Added to	49,582	3,844	0.03%	0.02%	153	+14,641	41.9%	Q4 2025	Feb 13, 2026
WASHINGTON TRUST BANK	History	Added to	48,789	3,782	0.26%	0.27%	154	+953	1.99%	Q4 2025	Feb 04, 2026
GLENMEDE TRUST CO NA	History	New	48,069	3,726	0.02%	—	155	+48,069	New	Q4 2025	Feb 17, 2026
MARTIN & CO INC /TN/	History	Added to	47,438	3,677	0.63%	0.63%	156	+1,594	3.48%	Q4 2025	Feb 13, 2026
Waldron Private Wealth LLC	History	Added to	47,338	3,670	0.15%	0.14%	157	+3,732	8.56%	Q4 2025	Jan 14, 2026
rebel Financial LLC	History	New	47,084	3,650	1.56%	—	158	+47,084	New	Q4 2025	Mar 27, 2026
Richard W. Paul & Associates, LLC	History	Added to	46,973	3,641	1.21%	1.16%	159	+2,536	5.71%	Q4 2025	Feb 12, 2026
PINNACLE ASSOCIATES LTD	History	Reduced	46,888	3,635	0.05%	0.05%	160	-1,063	-2.22%	Q4 2025	Feb 05, 2026
IFP Advisors, Inc	History	Reduced	45,706	3,543	0.08%	0.09%	161	-5	-0.01%	Q4 2025	Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Reduced	45,420	3,521	0.02%	0.02%	162	-814	-1.76%	Q4 2025	Feb 11, 2026
Endowment Wealth Management, Inc.	History	Added to	45,107	3,497	1.61%	0.98%	163	+16,964	60.28%	Q4 2025	Feb 09, 2026
PARK AVENUE SECURITIES LLC	History	Added to	43,557	3,377	0.03%	0.02%	164	+2,613	6.38%	Q4 2025	Jan 05, 2026
Creekside Partners	History	Added to	43,544	3,375	1.43%	1.45%	165	+538	1.25%	Q4 2025	Feb 13, 2026
Summit Trail Advisors, LLC	History	No change	43,500	3,372	0.06%	0.05%	166	0	0.0%	Q4 2025	Feb 17, 2026
Narus Financial Partners, LLC	History	Added to	42,702	3,310	0.91%	0.89%	167	+177	0.42%	Q4 2025	Feb 09, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	Reduced	42,336	3,282	0.23%	0.25%	168	-1,066	-2.46%	Q4 2025	Feb 02, 2026
Strategic Wealth Advisors LLC	History	New	40,598	3,147	2.69%	—	169	+40,598	New	Q4 2025	Feb 03, 2026
Global Retirement Partners, LLC	History	Added to	39,978	3,099	0.05%	0.06%	170	+7,079	21.52%	Q4 2025	Feb 06, 2026
Vise Technologies, Inc.	History	Added to	39,779	3,084	0.06%	0.1%	171	+5,166	14.93%	Q4 2025	Feb 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	Added to	37,500	3,023	0.05%	0.01%	172	+31,500	525.0%	Q4 2025	Feb 17, 2026
Disciplined Investments, LLC	History	Reduced	38,936	3,018	1.16%	1.26%	173	-2,277	-5.52%	Q4 2025	Feb 05, 2026
James J. Burns & Company, LLC	History	Added to	38,703	3,000	0.41%	0.41%	174	+2,503	6.91%	Q4 2025	Jan 23, 2026
Partnership Wealth Management, LLC	History	Added to	38,667	2,997	2.16%	2.21%	175	+1,238	3.31%	Q4 2025	Jan 09, 2026
BEAM WEALTH ADVISORS, INC.	History	Added to	38,312	2,970	0.82%	0.75%	176	+2,206	6.11%	Q4 2025	Feb 04, 2026
Beacon Harbor Wealth Advisors, Inc.	History	Added to	38,088	2,952	0.65%	0.66%	177	+1,506	4.12%	Q4 2025	Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Reduced	37,856	2,934	0.04%	0.04%	178	-3,130	-7.64%	Q4 2025	Jan 22, 2026
Abacus Planning Group, Inc.	History	Added to	37,685	2,921	0.39%	0.4%	179	+180	0.48%	Q4 2025	Jan 16, 2026
Crewe Advisors LLC	History	Added to	37,072	2,874	0.25%	0.24%	180	+3,783	11.36%	Q4 2025	Jan 16, 2026
Avior Wealth Management, LLC	History	Added to	37,082	2,867	0.09%	0.09%	181	+371	1.01%	Q4 2025	Jan 06, 2026
Acropolis Investment Management, LLC	History	Reduced	36,223	2,808	0.13%	0.15%	182	-3,946	-9.82%	Q4 2025	Jan 14, 2026
Eagle Strategies LLC	History	Reduced	35,993	2,790	0.36%	0.37%	183	-204	-0.56%	Q4 2025	Jan 23, 2026
Pointe Capital Management LLC	History	Added to	35,285	2,735	1.36%	1.24%	184	+2,233	6.76%	Q4 2025	Feb 17, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	Added to	34,469	2,672	0.7%	0.76%	185	+248	0.72%	Q4 2025	Feb 13, 2026
D.A. DAVIDSON & CO.	History	Added to	34,476	2,672	0.02%	0.02%	186	+211	0.62%	Q4 2025	Jan 29, 2026
Noble Family Wealth, LLC	History	Reduced	34,375	2,665	0.56%	0.59%	187	-457	-1.31%	Q4 2025	Jan 07, 2026
BIP Wealth, LLC	History	Added to	34,226	2,653	0.09%	0.12%	188	+1,699	5.22%	Q4 2025	Jan 21, 2026
IHT Wealth Management, LLC	History	Added to	32,946	2,647	0.06%	0.06%	189	+338	1.04%	Q4 2025	Feb 17, 2026
American Financial Advisors, LLC	History	Reduced	33,985	2,634	0.34%	0.42%	191	-8,087	-19.22%	Q4 2025	Feb 03, 2026
RESTON WEALTH MANAGEMENT LLC	History	Added to	33,976	2,634	0.81%	0.83%	190	+369	1.1%	Q4 2025	Feb 12, 2026
Probity Advisors, Inc.	History	Reduced	33,886	2,627	0.42%	0.43%	192	-497	-1.45%	Q4 2025	Jan 27, 2026
PRINCIPAL SECURITIES, INC.	History	Reduced	33,542	2,600	0.04%	0.04%	193	-754	-2.2%	Q4 2025	Feb 12, 2026
Nicholas Hoffman & Company, LLC.	History	Reduced	33,461	2,594	0.06%	0.07%	194	-1,758	-4.99%	Q4 2025	Feb 02, 2026
Foundation Wealth Management, LLC\PA	History	Reduced	33,246	2,577	0.94%	1.18%	195	-6,441	-16.23%	Q4 2025	Jan 15, 2026
Rialto Wealth Management, LLC	History	Reduced	32,698	2,535	0.61%	0.65%	196	-194	-0.59%	Q4 2025	Jan 12, 2026
Lido Advisors, LLC	History	Reduced	32,520	2,505	0.01%	0.04%	197	-123,322	-79.13%	Q4 2025	Feb 10, 2026
Sowell Financial Services LLC	History	Added to	32,276	2,502	0.09%	0.09%	198	+1,520	4.94%	Q4 2025	Jan 21, 2026
NTV ASSET MANAGEMENT LLC	History	New	31,900	2,473	0.26%	—	199	+31,900	New	Q4 2025	Jan 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	31,649	2,453	0.0%	0.0%	200	+21,732	219.14%	Q4 2025	Feb 17, 2026
Prosperity Planning, Inc.	History	Reduced	31,408	2,435	0.64%	0.67%	201	-815	-2.53%	Q4 2025	Jan 14, 2026
Kestra Advisory Services, LLC	History	Added to	31,235	2,421	0.01%	0.01%	202	+2,070	7.1%	Q4 2025	Feb 13, 2026
Elmwood Wealth Management, Inc.	History	Reduced	31,037	2,406	0.76%	0.84%	203	-42	-0.14%	Q4 2025	Jan 08, 2026
Canopy Partners, LLC	History	No change	30,908	2,396	0.78%	0.79%	204	0	0.0%	Q4 2025	Feb 12, 2026
Breakwater Capital Group	History	Reduced	30,650	2,376	0.33%	0.45%	205	-9,448	-23.56%	Q4 2025	Jan 09, 2026
VANCE WEALTH, LLC	History	Reduced	30,558	2,369	0.7%	0.73%	206	-352	-1.14%	Q4 2025	Feb 17, 2026
First Citizens Asset Management, Inc.	History	Added to	30,463	2,361	0.83%	0.83%	207	+4	0.01%	Q4 2025	Feb 05, 2026
Coyle Financial Counsel LLC	History	Reduced	30,159	2,338	0.5%	0.54%	208	-626	-2.03%	Q4 2025	Feb 10, 2026
Concurrent Investment Advisors, LLC	History	Added to	29,942	2,321	0.03%	0.0%	209	+27,087	948.76%	Q4 2025	Jan 29, 2026
Sincerus Advisory, LLC	History	Added to	29,614	2,295	1.85%	1.82%	210	+1,920	6.93%	Q4 2025	Jan 08, 2026
Steward Partners Investment Advisory, LLC	History	Added to	29,456	2,283	0.01%	0.01%	211	+625	2.17%	Q4 2025	Feb 12, 2026
Peloton Wealth Strategists	History	Added to	29,133	2,259	0.88%	0.82%	212	+2,030	7.49%	Q4 2025	Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Reduced	28,567	2,214	0.03%	0.03%	213	-1,180	-3.97%	Q4 2025	Jan 30, 2026
Cerity Partners LLC	History	Added to	28,388	2,200	0.0%	0.0%	214	+86	0.3%	Q4 2025	Feb 11, 2026
DAVENPORT & Co LLC	History	Reduced	27,772	2,153	0.01%	0.01%	215	-211	-0.75%	Q4 2025	Jan 12, 2026
SIMON QUICK ADVISORS, LLC	History	Reduced	27,677	2,145	0.09%	0.11%	216	-3,544	-11.35%	Q4 2025	Jan 29, 2026
BENJAMIN EDWARDS INC	History	Reduced	27,647	2,144	0.02%	0.02%	217	-724	-2.55%	Q4 2025	Feb 02, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	History	Reduced	27,216	2,110	1.05%	1.19%	218	-4,000	-12.81%	Q4 2025	Jan 30, 2026
Wescott Financial Advisory Group, LLC	History	Added to	27,228	2,110	0.18%	0.17%	219	+1,958	7.75%	Q4 2025	Feb 12, 2026
STOCK YARDS BANK & TRUST CO	History	Added to	27,082	2,099	0.06%	0.06%	220	+1,344	5.22%	Q4 2025	Jan 21, 2026
AIRE ADVISORS, LLC	History	Added to	26,734	2,072	0.38%	0.37%	221	+122	0.46%	Q4 2025	Feb 17, 2026
FIRST AMERICAN TRUST, FSB	History	Added to	26,517	2,055	0.14%	0.14%	222	+1,697	6.84%	Q4 2025	Feb 11, 2026
NICOLET ADVISORY SERVICES, LLC	History	Added to	25,347	2,042	0.14%	0.14%	223	+2,567	11.27%	Q4 2025	Feb 13, 2026
ATLAS CAPITAL ADVISORS INC.	History	New	26,052	2,019	0.22%	—	224	+26,052	New	Q4 2025	Feb 13, 2026
Foundation Wealth Management, LLC	History	Added to	25,396	1,969	1.3%	1.0%	225	+4,988	24.44%	Q4 2025	Jan 27, 2026
Regal Investment Advisors LLC	History	Reduced	25,083	1,944	0.12%	0.13%	226	-589	-2.29%	Q4 2025	Feb 17, 2026
BLAIR WILLIAM & CO/IL	History	Reduced	24,913	1,931	0.01%	0.01%	227	-338	-1.34%	Q4 2025	Feb 17, 2026
Cresset Asset Management, LLC	History	Added to	24,915	1,931	0.01%	0.01%	228	+229	0.93%	Q4 2025	Feb 17, 2026
Farther Finance Advisors, LLC	History	Added to	24,840	1,925	0.02%	0.02%	229	+4,525	22.27%	Q4 2025	Jan 23, 2026
Kingsview Wealth Management, LLC	History	Reduced	24,592	1,906	0.03%	0.11%	231	-70,520	-74.14%	Q4 2025	Feb 09, 2026
Strategic Family Wealth Counselors, L.L.C.	History	Reduced	23,872	1,906	0.43%	0.47%	230	-60	-0.25%	Q4 2025	Feb 04, 2026
QUADRANT CAPITAL GROUP LLC	History	Reduced	24,517	1,900	0.06%	0.07%	232	-2,595	-9.57%	Q4 2025	Feb 13, 2026
NATIONAL BANK OF CANADA /FI/	History	Added to	23,736	1,840	0.0%	0.0%	233	+3,546	17.56%	Q4 2025	Feb 17, 2026
CI INVESTMENTS INC.	History	Reduced	23,521	1,823	0.01%	0.01%	234	-4,400	-15.76%	Q4 2025	Feb 12, 2026
Rockefeller Capital Management L.P.	History	Added to	22,952	1,779	0.0%	0.0%	235	+6,467	39.23%	Q4 2025	Mar 16, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	Reduced	21,964	1,702	0.6%	0.65%	236	-1,424	-6.09%	Q4 2025	Feb 09, 2026
Fifth Third Wealth Advisors LLC	History	Reduced	21,852	1,694	0.06%	0.06%	237	-392	-1.76%	Q4 2025	Jan 15, 2026
Risk Paradigm Group, LLC	History	New	21,723	1,684	1.62%	—	238	+21,723	New	Q4 2025	Feb 17, 2026
Summit Financial, LLC	History	Reduced	21,540	1,670	0.02%	0.03%	239	-626	-2.82%	Q4 2025	Feb 13, 2026
Capital Analysts, LLC	History	Reduced	21,357	1,656	0.05%	0.06%	240	-4,475	-17.32%	Q4 2025	Feb 11, 2026
Laird Norton Wetherby Trust Company, LLC	History	New	21,279	1,649	0.03%	—	241	+21,279	New	Q4 2025	Feb 17, 2026
SageView Advisory Group, LLC	History	Reduced	21,268	1,648	0.06%	0.06%	242	-160	-0.75%	Q4 2025	Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Reduced	21,079	1,634	0.02%	0.02%	243	-698	-3.21%	Q4 2025	Jan 29, 2026
Midwest Trust Co	History	Added to	21,071	1,633	0.02%	0.02%	244	+2,000	10.49%	Q4 2025	Feb 04, 2026
Trust Co of the South	History	No change	21,035	1,630	0.26%	0.27%	245	0	0.0%	Q4 2025	Jan 05, 2026
Evanson Asset Management, LLC	History	No change	20,964	1,625	0.09%	0.09%	246	0	0.0%	Q4 2025	Jan 12, 2026
Frontier Asset Management, LLC	History	Added to	20,806	1,613	0.37%	0.39%	247	+420	2.06%	Q4 2025	Feb 04, 2026
RPg Family Wealth Advisory, LLC	History	Reduced	20,657	1,601	0.35%	0.35%	248	-423	-2.01%	Q4 2025	Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	20,380	1,580	0.0%	0.0%	249	+2,069	11.3%	Q4 2025	Feb 17, 2026
Efficient Advisors, LLC	History	Reduced	20,356	1,578	0.09%	0.09%	250	-696	-3.31%	Q4 2025	Jan 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Reduced	20,229	1,568	0.03%	0.03%	251	-1,212	-5.65%	Q4 2025	Jan 16, 2026
UMB Bank, n.a.	History	Reduced	20,109	1,559	0.02%	0.03%	252	-3,449	-14.64%	Q4 2025	Feb 13, 2026
Great Point Wealth Advisors, LLC	History	No change	19,998	1,550	0.28%	0.29%	253	0	0.0%	Q4 2025	Jan 26, 2026
Argent Trust Co	History	Added to	19,702	1,527	0.05%	0.05%	254	+3,147	19.01%	Q4 2025	Feb 10, 2026
Intergy Private Wealth, LLC	History	Reduced	19,656	1,523	0.46%	0.47%	255	-55	-0.28%	Q4 2025	Jan 22, 2026
Lee Financial Co	History	Reduced	19,610	1,520	0.21%	0.2%	256	-910	-4.43%	Q4 2025	Jan 22, 2026
CARDIFF PARK ADVISORS, LLC	History	Added to	19,572	1,517	0.12%	0.11%	257	+65	0.33%	Q4 2025	Feb 17, 2026
FDx Advisors, Inc.	History	Reduced	19,556	1,516	0.77%	0.45%	258	-48	-0.24%	Q4 2025	Feb 10, 2026
SCS Capital Management LLC	History	Reduced	19,486	1,510	0.02%	0.02%	259	-463	-2.32%	Q4 2025	Feb 10, 2026
Falcon Wealth Planning	History	Reduced	19,431	1,506	0.13%	0.14%	260	-450	-2.26%	Q4 2025	Feb 03, 2026
Hudson Portfolio Management LLC	History	No change	19,065	1,478	1.27%	1.3%	261	0	0.0%	Q4 2025	Feb 13, 2026
Perigon Wealth Management, LLC	History	Reduced	18,846	1,461	0.03%	0.03%	262	-2,860	-13.18%	Q4 2025	Jan 16, 2026
Aznar Financial Advisors, LLC	History	New	18,637	1,444	1.39%	—	263	+18,637	New	Q4 2025	Feb 19, 2026
Allegheny Financial Group	History	Added to	18,404	1,426	0.21%	0.23%	264	+2,188	13.49%	Q4 2025	Feb 02, 2026
GEM Asset Management, LLC	History	No change	17,671	1,406	0.63%	0.64%	265	0	0.0%	Q4 2025	Jan 09, 2026
Meramec Financial Planners, LLC	History	New	16,798	1,398	0.54%	—	266	+16,798	New	Q4 2025	Feb 10, 2026
Keel Point, LLC	History	Reduced	17,951	1,391	0.08%	0.09%	267	-145	-0.8%	Q4 2025	Feb 12, 2026
Fi3 FINANCIAL ADVISORS, LLC	History	Added to	17,876	1,385	0.42%	0.07%	268	+15,104	544.88%	Q4 2025	Feb 06, 2026
Continuum Advisory, LLC	History	Reduced	17,855	1,384	0.14%	0.16%	269	-1,897	-9.6%	Q4 2025	Feb 11, 2026
Sterling Financial Planning, Inc.	History	Reduced	17,663	1,369	0.41%	0.44%	270	-474	-2.61%	Q4 2025	Jan 27, 2026
Merit Financial Group, LLC	History	Added to	17,430	1,351	0.01%	0.01%	271	+442	2.6%	Q4 2025	Jan 26, 2026
Guidance Point Advisors, LLC	History	Added to	17,278	1,341	0.31%	0.32%	272	+155	0.91%	Q4 2025	Feb 11, 2026
Monument Group Wealth Advisors, LLC	History	Reduced	17,246	1,337	0.73%	0.88%	273	-2,249	-11.54%	Q4 2025	Jan 15, 2026
Berkeley, Inc	History	Reduced	17,054	1,322	0.42%	0.43%	274	-558	-3.17%	Q4 2025	Jan 26, 2026
SteelPeak Wealth, LLC	History	Added to	16,958	1,314	0.04%	0.04%	275	+587	3.59%	Q4 2025	Jan 20, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Added to	16,686	1,293	0.1%	0.09%	276	+3,210	23.82%	Q4 2025	Jan 07, 2026
Geneos Wealth Management Inc.	History	Added to	16,526	1,281	0.03%	0.03%	277	+562	3.52%	Q4 2025	Jan 28, 2026
MB Generational Wealth, LLC	History	No change	16,533	1,281	0.68%	0.81%	278	0	0.0%	Q4 2025	Feb 10, 2026
EP Wealth Advisors, LLC	History	New	16,492	1,278	0.01%	—	279	+16,492	New	Q4 2025	Feb 18, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC	History	Added to	16,291	1,263	0.13%	0.12%	280	+833	5.39%	Q4 2025	Jan 20, 2026
TAGStone Capital, Inc.	History	Added to	16,232	1,258	0.47%	0.48%	281	+399	2.52%	Q4 2025	Feb 10, 2026
Tortoise Investment Management, LLC	History	Reduced	16,102	1,248	0.11%	0.11%	282	-500	-3.01%	Q4 2025	Feb 06, 2026
SAX WEALTH ADVISORS, LLC	History	Added to	16,004	1,240	0.06%	0.07%	283	+221	1.4%	Q4 2025	Jan 12, 2026
Quantinno Capital Management LP	History	Added to	15,991	1,239	0.0%	0.0%	284	+4,501	39.17%	Q4 2025	Feb 17, 2026
Clearstead Advisors, LLC	History	Added to	15,902	1,232	0.02%	0.02%	285	+25	0.16%	Q4 2025	Feb 09, 2026
Squire Investment Management Company, LLC	History	No change	15,896	1,232	0.37%	0.4%	286	0	0.0%	Q4 2025	Jan 22, 2026
GenTrust, LLC	History	No change	15,849	1,228	0.05%	0.06%	287	0	0.0%	Q4 2025	Feb 02, 2026
Walkner Condon Financial Advisors LLC	History	Added to	15,786	1,223	0.17%	0.19%	288	+183	1.17%	Q4 2025	Jan 21, 2026
Avidian Wealth Enterprises, LLC	History	Added to	15,618	1,210	0.04%	0.04%	289	+71	0.46%	Q4 2025	Feb 02, 2026
DRW Securities, LLC	History	New	15,330	1,188	0.03%	—	290	+15,330	New	Q4 2025	Feb 12, 2026
Aspect Partners, LLC	History	Reduced	15,204	1,178	0.52%	8.08%	291	-216,907	-93.45%	Q4 2025	Jan 23, 2026
May Hill Capital, LLC	History	Added to	15,088	1,169	0.15%	0.26%	292	+3,626	31.63%	Q4 2025	Feb 05, 2026
RBF Capital, LLC	History	No change	15,000	1,162	0.05%	0.05%	293	0	0.0%	Q4 2025	Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Added to	14,650	1,135	0.01%	0.01%	294	+4,456	43.71%	Q4 2025	Feb 17, 2026
Dorsey & Whitney Trust CO LLC	History	No change	14,528	1,126	0.06%	0.06%	295	0	0.0%	Q4 2025	Feb 11, 2026
Magnus Financial Group LLC	History	Added to	14,500	1,124	0.09%	0.08%	296	+535	3.83%	Q4 2025	Jan 07, 2026
Petersen Hastings Wealth Advisors Inc.	History	New	14,347	1,112	0.11%	—	297	+14,347	New	Q4 2025	Feb 11, 2026
KELLY FINANCIAL GROUP LLC	History	Reduced	14,342	1,111	0.28%	0.31%	298	-673	-4.48%	Q4 2025	Jan 23, 2026
Financial Engines Advisors L.L.C.	History	Added to	14,336	1,111	0.0%	0.0%	299	+551	4.0%	Q4 2025	Feb 12, 2026
Busey Bank	History	Added to	14,184	1,099	0.03%	0.03%	300	+938	7.08%	Q4 2025	Jan 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	13,949	1,081	0.02%	0.02%	301	0	0.0%	Q4 2025	Feb 09, 2026
Interchange Capital Partners, LLC	History	Reduced	13,910	1,078	0.2%	0.21%	302	-327	-2.3%	Q4 2025	Jan 30, 2026
AMERICAN CENTURY COMPANIES INC	History	Reduced	13,734	1,064	0.0%	0.0%	303	-7,090	-34.05%	Q4 2025	Feb 13, 2026
Physician Wealth Advisors, Inc.	History	Reduced	13,412	1,039	0.14%	0.15%	304	-494	-3.55%	Q4 2025	Jan 29, 2026
McLean Asset Management Corp	History	Reduced	12,840	1,030	0.18%	0.25%	305	-2,590	-16.79%	Q4 2025	Jan 16, 2026
Glenview Trust Co	History	No change	13,272	1,028	0.02%	0.02%	306	0	0.0%	Q4 2025	Feb 09, 2026
Wedmont Private Capital	History	Added to	12,819	1,020	0.04%	0.04%	307	+523	4.25%	Q4 2025	Jan 08, 2026
GFS Advisors, LLC	History	No change	13,143	1,018	0.12%	0.13%	308	0	0.0%	Q4 2025	Feb 11, 2026
BayBridge Capital Group, LLC	History	Reduced	13,119	1,017	0.63%	0.66%	309	-423	-3.12%	Q4 2025	Jan 16, 2026
J.W. COLE ADVISORS, INC.	History	Added to	13,307	1,015	0.02%	0.02%	310	+122	0.93%	Q4 2025	Feb 11, 2026
Tilson Financial Group, Inc.	History	Reduced	13,014	1,008	0.31%	0.34%	311	-491	-3.64%	Q4 2025	Feb 05, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	Reduced	12,931	1,002	0.14%	0.15%	312	-77	-0.59%	Q4 2025	Feb 13, 2026
DEUTSCHE BANK AG\	History	Added to	12,826	994	0.0%	0.0%	314	+537	4.37%	Q4 2025	Feb 11, 2026
BOKF, NA	History	Reduced	12,831	994	0.02%	0.02%	313	-319	-2.43%	Q4 2025	Feb 03, 2026
BIRCH FINANCIAL GROUP, LLC	History	Added to	12,584	975	0.56%	0.53%	315	+925	7.93%	Q4 2025	Jan 15, 2026
Truepoint, Inc.	History	No change	12,359	958	0.02%	0.02%	316	0	0.0%	Q4 2025	Feb 11, 2026
VICTORY FINANCIAL GROUP, LLC	History	New	12,303	953	0.12%	—	317	+12,303	New	Q4 2025	Jan 15, 2026
Compound Planning, Inc.	History	Added to	12,243	949	0.03%	0.03%	318	+246	2.05%	Q4 2025	Feb 19, 2026
Sanctuary Advisors, LLC	History	Added to	12,079	936	0.01%	0.0%	319	+7,000	137.82%	Q4 2025	Jan 29, 2026
Westmount Partners, LLC	History	Reduced	12,074	936	0.23%	0.26%	320	-914	-7.04%	Q4 2025	Jan 15, 2026
Mason Investment Advisory Services, Inc.	History	Reduced	11,818	916	0.04%	0.05%	321	-1,394	-10.55%	Q4 2025	Feb 12, 2026
Savvy Advisors, Inc.	History	Added to	11,757	911	0.03%	0.02%	322	+4,917	71.89%	Q4 2025	Jan 20, 2026
WHITTIER TRUST CO	History	No change	11,213	888	0.01%	0.01%	323	0	0.0%	Q4 2025	Jan 26, 2026
Wealthcare Capital Partners, LLC	History	Reduced	11,222	870	0.41%	0.4%	324	-141	-1.24%	Q4 2025	Jan 14, 2026
Quadrature Capital Ltd	History	New	10,902	845	0.01%	—	325	+10,902	New	Q4 2025	Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	10,888	844	0.0%	0.0%	326	+1,268	13.18%	Q4 2025	Jan 30, 2026
McAdam, LLC	History	Added to	10,865	842	0.04%	0.04%	327	+230	2.16%	Q4 2025	Feb 13, 2026
Independence Bank of Kentucky	History	Added to	10,807	837	0.1%	0.1%	328	+609	5.97%	Q4 2025	Jan 20, 2026
FAMILY WEALTH PARTNERS, LLC	History	Added to	10,803	837	0.3%	0.31%	329	+15	0.14%	Q4 2025	Jan 14, 2026
Smartleaf Asset Management LLC	History	Added to	10,664	830	0.03%	0.02%	330	+5,401	102.62%	Q4 2025	Feb 13, 2026
Bedel Financial Consulting, Inc.	History	New	10,695	829	0.09%	—	331	+10,695	New	Q4 2025	Jan 28, 2026
REDW Wealth LLC	History	Reduced	10,687	828	0.32%	0.32%	332	-335	-3.04%	Q4 2025	Jan 28, 2026
Betterment LLC	History	Added to	10,580	820	0.0%	0.0%	333	+149	1.43%	Q4 2025	Feb 12, 2026
Parallel Advisors, LLC	History	Added to	10,550	817	0.01%	0.01%	334	+143	1.37%	Q4 2025	Feb 11, 2026
21 West Wealth Management LLC	History	Added to	10,302	798	0.73%	0.71%	335	+482	4.91%	Q4 2025	Jan 13, 2026
Alpha Omega Wealth Management LLC	History	Added to	10,269	796	0.13%	0.13%	336	+196	1.95%	Q4 2025	Jan 22, 2026
Accretive Wealth Partners, LLC	History	Reduced	10,175	788	0.23%	0.24%	337	-246	-2.36%	Q4 2025	Jan 28, 2026
Smith Partners Wealth Management, LLC	History	New	10,125	784	0.72%	—	338	+10,125	New	Q4 2025	Feb 13, 2026
Forum Financial Management, LP	History	No change	10,003	775	0.01%	0.01%	339	0	0.0%	Q4 2025	Jan 27, 2026
OPPENHEIMER & CO INC	History	Reduced	9,893	767	0.01%	0.01%	340	-265	-2.61%	Q4 2025	Feb 02, 2026
Donor Advised Charitable Giving, Inc.	History	Reduced	9,765	757	0.02%	0.02%	341	-62	-0.63%	Q4 2025	Jan 23, 2026
Mesirow Financial Investment Management, Inc.	History	Reduced	9,760	756	0.02%	0.02%	342	-1,810	-15.64%	Q4 2025	Feb 05, 2026
HB Wealth Management, LLC	History	Reduced	9,726	754	0.0%	0.01%	343	-466	-4.57%	Q4 2025	Jan 28, 2026
St. Louis Trust Co	History	No change	9,680	750	0.09%	0.09%	344	0	0.0%	Q4 2025	Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC	History	Added to	9,652	748	0.01%	0.01%	345	+8	0.08%	Q4 2025	Feb 13, 2026
Independent Advisor Alliance	History	Added to	9,624	746	0.02%	0.02%	346	+220	2.34%	Q4 2025	Feb 04, 2026
Elyxium Wealth, LLC	History	Reduced	9,606	744	0.21%	0.31%	347	-1,946	-16.85%	Q4 2025	Feb 05, 2026
MATHER GROUP, LLC.	History	Added to	9,595	743	0.01%	0.01%	348	+8	0.08%	Q4 2025	Jan 13, 2026
Harbor Group, Inc.	History	Reduced	9,531	738	0.11%	0.14%	349	-1,653	-14.78%	Q4 2025	Jan 12, 2026
Procyon Advisors, LLC	History	Reduced	9,465	733	0.04%	0.04%	350	-84	-0.88%	Q4 2025	Jan 07, 2026
Windward Private Wealth Management Inc.	History	Reduced	9,427	730	0.25%	0.29%	351	-1,440	-13.25%	Q4 2025	Feb 02, 2026
Financial Synergies Wealth Advisors, Inc.	History	Added to	9,335	723	0.07%	0.07%	352	+178	1.94%	Q4 2025	Feb 06, 2026
Invesco Ltd.	History	Reduced	9,314	722	0.0%	0.0%	353	-957	-9.32%	Q4 2025	Feb 19, 2026
Asset Dedication, LLC	History	Reduced	9,252	717	0.05%	0.05%	354	-1,127	-10.86%	Q4 2025	Jan 26, 2026
RF&L WEALTH MANAGEMENT, LLC	History	Added to	9,248	717	0.4%	0.42%	355	+3	0.03%	Q4 2025	Jan 09, 2026
Y-Intercept (Hong Kong) Ltd	History	New	9,171	711	0.02%	—	357	+9,171	New	Q4 2025	Feb 13, 2026
Wealthspire Advisors, LLC	History	Reduced	9,172	711	0.01%	0.01%	356	-4,678	-33.78%	Q4 2025	Feb 13, 2026
LAM GROUP, INC.	History	No change	9,155	709	0.41%	0.44%	358	0	0.0%	Q4 2025	Jan 23, 2026
Rehmann Capital Advisory Group	History	Reduced	7,772	705	0.04%	0.04%	359	-1,831	-19.07%	Q4 2025	Mar 04, 2026
Williams & Novak, LLC	History	Reduced	9,060	702	0.53%	0.54%	360	-115	-1.25%	Q4 2025	Feb 05, 2026
FIRST HORIZON CORP	History	Added to	9,012	698	0.03%	0.03%	361	+50	0.56%	Q4 2025	Jan 27, 2026
Retirement Planning Group, LLC	History	Reduced	8,944	693	0.02%	0.03%	362	-784	-8.06%	Q4 2025	Feb 03, 2026
William Howard & Co Financial Advisors Inc	History	Added to	8,799	682	0.57%	0.55%	363	+320	3.77%	Q4 2025	Jan 21, 2026
Empower Advisory Group, LLC	History	Added to	8,617	668	0.0%	0.0%	364	+1,127	15.05%	Q4 2025	Feb 12, 2026
FIDUCIARY ADVISORS, INC.	History	Added to	8,543	662	0.5%	0.53%	365	+40	0.47%	Q4 2025	Jan 27, 2026
CIBC WORLD MARKET INC.	History	Reduced	8,470	656	0.0%	0.0%	366	-1,155	-12.0%	Q4 2025	Feb 10, 2026
CUTLER INVESTMENT COUNSEL LLC	History	Reduced	8,407	651	0.07%	0.07%	367	-285	-3.28%	Q4 2025	Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	8,354	647	0.05%	0.05%	368	0	0.0%	Q4 2025	Feb 09, 2026
Strategic Blueprint, LLC	History	Reduced	8,327	645	0.04%	0.04%	369	-2,199	-20.89%	Q4 2025	Jan 30, 2026
DMC Group, LLC	History	Added to	8,207	636	0.42%	0.32%	370	+2,122	34.87%	Q4 2025	Jan 21, 2026
Pinnacle Financial Partners, Inc.	History	New	8,131	630	0.0%	—	372	+8,131	New	Q4 2025	Feb 18, 2026
First Western Trust Bank	History	Reduced	8,137	630	0.03%	0.03%	371	-756	-8.5%	Q4 2025	Feb 12, 2026
Ascent Group, LLC	History	Reduced	8,098	627	0.02%	0.02%	373	-210	-2.53%	Q4 2025	Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Reduced	8,030	623	0.01%	0.01%	374	-315	-3.77%	Q4 2025	Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	Added to	8,023	622	0.01%	0.01%	375	+121	1.53%	Q4 2025	Feb 06, 2026
Johnson Financial Group, LLC	History	No change	8,014	621	0.04%	0.06%	376	0	0.0%	Q4 2025	Feb 10, 2026
Ashton Thomas Private Wealth, LLC	History	Reduced	7,825	606	0.01%	0.02%	377	-49	-0.62%	Q4 2025	Jan 29, 2026
Financial Harvest, LLC	History	Reduced	7,758	601	0.37%	0.4%	378	-85	-1.08%	Q4 2025	Feb 10, 2026
Mutual Advisors, LLC	History	Added to	7,698	596	0.01%	0.01%	379	+3	0.04%	Q4 2025	Feb 02, 2026
Ancora Advisors LLC	History	Added to	7,677	595	0.01%	0.01%	380	+2,132	38.45%	Q4 2025	Feb 17, 2026
Morton Capital Management LLC/CA	History	Added to	7,666	594	0.09%	0.09%	381	+147	1.96%	Q4 2025	Feb 03, 2026
Athena Investment Management	History	No change	7,640	592	0.3%	0.31%	382	0	0.0%	Q4 2025	Feb 12, 2026
Gladwyn Financial Advisors, Inc.	History	No change	7,579	587	0.41%	0.42%	383	0	0.0%	Q4 2025	Jan 08, 2026
Integrity Wealth Solutions LLC	History	Reduced	7,566	586	0.23%	0.27%	384	-360	-4.54%	Q4 2025	Feb 02, 2026
Brucke Financial, Inc.	History	Added to	7,559	586	0.32%	0.34%	385	+13	0.17%	Q4 2025	Jan 12, 2026
Pitcairn Wealth Advisors LLC	History	New	7,558	585	0.05%	—	386	+7,558	New	Q4 2025	Feb 13, 2026
JMG Financial Group, Ltd.	History	No change	7,541	584	0.02%	0.02%	387	0	0.0%	Q4 2025	Feb 10, 2026
MATTERS CAPITAL LLC	History	New	7,377	571	0.47%	—	388	+7,377	New	Q4 2025	Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	7,320	567	0.07%	0.07%	389	0	0.0%	Q4 2025	Feb 17, 2026
CLUNE & ASSOCIATES, LTD.	History	Added to	7,205	558	0.12%	0.13%	390	+217	3.11%	Q4 2025	Feb 09, 2026
REBALANCE, LLC	History	Reduced	7,106	550	0.03%	0.08%	391	-10,152	-58.82%	Q4 2025	Jan 15, 2026
Capital Group Private Client Services, Inc.	History	Added to	7,023	544	0.01%	0.01%	392	+37	0.53%	Q4 2025	Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC	History	Reduced	6,972	540	0.06%	0.06%	393	-6	-0.09%	Q4 2025	Jan 14, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	Reduced	22,880	534	0.01%	0.02%	394	-737	-3.12%	Q4 2025	Feb 09, 2026
Tranquility Partners, LLC	History	No change	6,837	530	0.19%	0.18%	395	0	0.0%	Q4 2025	Feb 03, 2026
Index Fund Advisors, Inc.	History	Reduced	6,723	521	0.02%	0.03%	396	-111	-1.62%	Q4 2025	Jan 29, 2026
WHALEROCK POINT PARTNERS, LLC	History	No change	6,700	519	0.1%	0.1%	397	0	0.0%	Q4 2025	Feb 13, 2026
Prospera Financial Services Inc	History	Added to	6,664	516	0.01%	0.01%	398	+585	9.62%	Q4 2025	Feb 09, 2026
NWAM LLC	History	Reduced	6,390	515	0.03%	0.03%	399	-88	-1.36%	Q4 2025	Feb 04, 2026
AE Wealth Management LLC	History	Added to	6,581	510	0.0%	0.0%	401	+1,334	25.42%	Q4 2025	Jan 26, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	6,584	510	0.01%	0.01%	400	0	0.0%	Q4 2025	Feb 13, 2026
Courage Miller Partners, LLC	History	Added to	6,540	507	0.15%	0.15%	402	+1	0.02%	Q4 2025	Jan 26, 2026
HEADINVEST, LLC	History	Added to	6,480	502	0.1%	0.1%	403	+110	1.73%	Q4 2025	Feb 02, 2026
SENTINEL WEALTH MANAGEMENT, INC.	History	No change	6,426	498	0.41%	0.43%	404	0	0.0%	Q4 2025	Jan 08, 2026
NewEdge Wealth, LLC	History	Added to	6,397	495	0.01%	0.01%	405	+65	1.03%	Q4 2025	Feb 03, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	Added to	6,312	489	0.06%	0.06%	406	+197	3.22%	Q4 2025	Jan 07, 2026
Beaird Harris Wealth Management, LLC	History	Reduced	6,317	489	0.03%	0.04%	407	-175	-2.7%	Q4 2025	Feb 23, 2026
Brickley Wealth Management	History	Reduced	6,274	486	0.08%	0.08%	408	-21	-0.33%	Q4 2025	Jan 29, 2026
Forefront Wealth Partners, LLC	History	Added to	6,265	485	0.23%	0.07%	410	+2,459	64.61%	Q4 2025	Feb 06, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	History	No change	6,262	485	0.3%	0.32%	409	0	0.0%	Q4 2025	Feb 10, 2026
CM WEALTH ADVISORS LLC	History	No change	6,141	476	0.11%	0.12%	411	0	0.0%	Q4 2025	Jan 26, 2026
Simplicity Wealth,LLC	History	Reduced	6,125	474	0.03%	0.03%	412	-1,030	-14.4%	Q4 2025	Jan 30, 2026
Richard P Slaughter Associates Inc	History	Reduced	6,108	473	0.1%	0.1%	413	-145	-2.32%	Q4 2025	Jan 12, 2026
Braun-Bostich & Associates Inc.	History	Reduced	5,983	463	0.29%	0.29%	414	-49	-0.81%	Q4 2025	Jan 14, 2026
Montecito Bank & Trust	History	No change	5,897	457	0.07%	0.07%	415	0	0.0%	Q4 2025	Jan 09, 2026
CITIGROUP INC	History	Reduced	5,894	456	0.0%	0.0%	416	-12,581	-68.1%	Q4 2025	Feb 13, 2026
Sierra Capital LLC	History	No change	5,723	444	0.05%	0.05%	417	0	0.0%	Q4 2025	Feb 18, 2026
Samalin Investment Counsel, LLC	History	Added to	5,637	437	0.15%	0.14%	418	+411	7.86%	Q4 2025	Jan 30, 2026
Sand Hill Global Advisors, LLC	History	No change	5,623	435	0.02%	0.02%	419	0	0.0%	Q4 2025	Feb 12, 2026
Compass Ion Advisors, LLC	History	Added to	5,567	431	0.04%	0.04%	420	+77	1.4%	Q4 2025	Jan 29, 2026
THOMPSON SIEGEL & WALMSLEY LLC	History	No change	5,546	430	0.01%	0.01%	421	0	0.0%	Q4 2025	Feb 10, 2026
Cornerstone Wealth Advisors, Inc.	History	Reduced	5,545	429	0.1%	0.11%	422	-255	-4.4%	Q4 2025	Jan 14, 2026
Integrated Advisors Network LLC	History	Reduced	5,508	427	0.02%	0.02%	423	-315	-5.41%	Q4 2025	Feb 17, 2026
UPTICK PARTNERS, LLC	History	New	5,507	426	0.09%	—	424	+5,507	New	Q4 2025	Feb 02, 2026
Michael Brady & Co., LLC	History	New	5,471	424	0.42%	—	425	+5,471	New	Q4 2025	Jan 27, 2026
GW&K Investment Management, LLC	History	No change	5,402	419	0.0%	0.0%	426	0	0.0%	Q4 2025	Feb 11, 2026
Discipline Wealth Solutions, LLC	History	Reduced	5,355	415	0.08%	0.14%	427	-1,642	-23.47%	Q4 2025	Jan 26, 2026
Pinnacle Wealth Planning Services, Inc.	History	Reduced	5,318	412	0.04%	0.07%	428	-2,296	-30.15%	Q4 2025	Feb 13, 2026
Fort Vancouver Investment Management, LLC	History	No change	5,281	409	0.22%	0.22%	429	0	0.0%	Q4 2025	Feb 06, 2026
VISTA INVESTMENT MANAGEMENT	History	Added to	5,147	399	0.13%	0.14%	430	+92	1.82%	Q4 2025	Feb 17, 2026
WEDBUSH SECURITIES INC	History	Added to	5,115	397	0.01%	0.01%	431	+312	6.5%	Q4 2025	Feb 12, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	5,069	392	0.11%	0.12%	432	0	0.0%	Q4 2025	Feb 10, 2026
Janney Montgomery Scott LLC	History	Added to	4,999	388	0.0%	0.0%	433	+14	0.28%	Q4 2025	Feb 11, 2026
Rathbones Group PLC	History	Added to	4,990	386	0.0%	0.0%	434	+1,256	33.64%	Q4 2025	Feb 06, 2026
Legacy Edge Advisors, LLC	History	New	4,966	385	0.04%	—	435	+4,966	New	Q4 2025	Feb 02, 2026
Segment Wealth Management, LLC	History	New	4,930	382	0.02%	—	436	+4,930	New	Q4 2025	Jan 29, 2026
FIRST INTERSTATE BANK	History	No change	4,907	380	0.02%	0.02%	437	0	0.0%	Q4 2025	Jan 29, 2026
Bestgate Wealth Advisors, LLC	History	Added to	4,892	379	0.67%	0.61%	438	+400	8.9%	Q4 2025	Jan 16, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	History	New	4,820	373	0.35%	—	439	+4,820	New	Q4 2025	Feb 02, 2026
Grantham, Mayo, Van Otterloo & Co. LLC	History	New	4,810	372	0.0%	—	440	+4,810	New	Q4 2025	Feb 17, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Reduced	4,808	372	0.09%	0.09%	441	-13	-0.27%	Q4 2025	Jan 06, 2026
Galvin, Gaustad & Stein, LLC	History	Reduced	4,780	370	0.03%	0.03%	442	-560	-10.49%	Q4 2025	Jan 23, 2026
BOK Financial Private Wealth, Inc.	History	Reduced	4,762	369	0.02%	0.03%	444	-840	-14.99%	Q4 2025	Feb 06, 2026
ALLIANCEBERNSTEIN L.P.	History	Added to	4,769	369	0.0%	0.0%	443	+669	16.32%	Q4 2025	Feb 17, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	Added to	4,737	367	0.05%	0.05%	445	+1	0.02%	Q4 2025	Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	Added to	4,664	361	0.0%	0.0%	447	+942	25.31%	Q4 2025	Feb 10, 2026
Biltmore Family Office, LLC	History	No change	4,665	361	0.05%	0.05%	446	0	0.0%	Q4 2025	Feb 04, 2026
Embree Financial Group	History	Reduced	4,650	360	0.04%	0.05%	448	-60	-1.27%	Q4 2025	Jan 14, 2026
HUNTINGTON NATIONAL BANK	History	No change	4,589	355	0.0%	0.0%	449	0	0.0%	Q4 2025	Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	New	4,550	352	0.01%	—	450	+4,550	New	Q4 2025	Feb 19, 2026
Crescent Grove Advisors, LLC	History	Reduced	4,505	349	0.03%	0.03%	451	-73	-1.59%	Q4 2025	Feb 11, 2026
Meridian Financial Advisors, LLC	History	Reduced	4,474	346	0.19%	0.2%	452	-198	-4.24%	Q4 2025	Jan 23, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	4,430	343	0.01%	0.01%	453	+335	8.18%	Q4 2025	Feb 09, 2026
Stratos Wealth Partners, LTD.	History	Reduced	4,416	342	0.0%	0.0%	454	-483	-9.86%	Q4 2025	Jan 20, 2026
Total Wealth Planning, LLC	History	Reduced	4,373	339	0.73%	0.74%	455	-79,466	-94.78%	Q4 2025	Feb 13, 2026
Vannoy Advisory Group, Inc.	History	Reduced	4,371	338	0.21%	0.22%	456	-91	-2.04%	Q4 2025	Jan 15, 2026
LongView Wealth Management	History	Added to	4,172	336	0.08%	0.08%	458	+155	3.86%	Q4 2025	Jan 13, 2026
KFA Private Wealth Group, LLC	History	Reduced	4,343	336	0.08%	0.1%	457	-41	-0.94%	Q4 2025	Jan 07, 2026
Modern Wealth Management, LLC	History	Added to	4,330	335	0.01%	0.0%	460	+1,435	49.57%	Q4 2025	Feb 17, 2026
Latitude Advisors, LLC	History	Reduced	4,322	335	0.15%	0.16%	459	-338	-7.25%	Q4 2025	Jan 27, 2026
Belpointe Asset Management LLC	History	Reduced	4,312	334	0.01%	0.02%	461	-3,200	-42.6%	Q4 2025	Jan 27, 2026
Fortis Capital Advisors, LLC	History	Added to	4,312	334	0.05%	0.05%	462	+115	2.74%	Q4 2025	Jan 27, 2026
Apella Capital, LLC	History	No change	4,292	332	0.01%	0.01%	463	0	0.0%	Q4 2025	Jan 21, 2026
Rockingstone Advisors LLC	History	No change	4,245	329	0.15%	0.16%	464	0	0.0%	Q4 2025	Jan 28, 2026
Belleair Asset Management, LLC	History	New	4,203	325	0.31%	—	465	+4,203	New	Q4 2025	Jan 30, 2026
Cornerstone Financial Management LLC	History	New	4,199	325	0.31%	—	466	+4,199	New	Q4 2025	Feb 13, 2026
COMMERCE BANK	History	Added to	4,163	322	0.0%	0.0%	468	+884	26.96%	Q4 2025	Feb 13, 2026
STEPHENS INC /AR/	History	Added to	4,160	322	0.0%	0.0%	467	+6	0.14%	Q4 2025	Feb 05, 2026
REGIONS FINANCIAL CORP	History	New	4,129	320	0.0%	—	469	+4,129	New	Q4 2025	Jan 27, 2026
CIBC Private Wealth Group LLC	History	Reduced	4,099	317	0.0%	0.0%	470	-86	-2.05%	Q4 2025	Feb 12, 2026
Freestone Capital Holdings, LLC	History	New	4,065	315	0.01%	—	471	+4,065	New	Q4 2025	Jan 23, 2026
Wealth Preservation Advisors, LLC	History	No change	4,063	315	0.16%	0.18%	472	0	0.0%	Q4 2025	Feb 23, 2026
Integrated Capital Management, LLC	History	Added to	4,024	311	0.13%	0.14%	473	+49	1.23%	Q4 2025	Jan 26, 2026
Beckerman Institutional, LLC	History	No change	3,998	309	0.17%	0.18%	474	0	0.0%	Q4 2025	Feb 10, 2026
TRUEFG, LLC	History	Added to	3,931	304	0.08%	0.08%	475	+4	0.1%	Q4 2025	Jan 21, 2026
Valeo Financial Advisors, LLC	History	Reduced	3,903	302	0.01%	0.01%	476	-1,175	-23.14%	Q4 2025	Feb 04, 2026
CFS Investment Advisory Services, LLC	History	Added to	3,903	302	0.02%	0.02%	477	+347	9.76%	Q4 2025	Feb 10, 2026
Greenspring Advisors, LLC	History	New	3,850	298	0.02%	—	478	+3,850	New	Q4 2025	Feb 10, 2026
THRYVE WEALTH MANAGEMENT LLC	History	New	3,847	298	0.15%	—	479	+3,847	New	Q4 2025	Feb 25, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC	History	Reduced	3,839	297	0.04%	0.04%	480	-4	-0.1%	Q4 2025	Jan 14, 2026
MFA Wealth Services	History	Added to	3,817	295	0.2%	0.2%	481	+65	1.73%	Q4 2025	Jan 15, 2026
Armstrong, Fleming & Moore, Inc	History	Added to	3,811	295	0.14%	0.14%	482	+51	1.36%	Q4 2025	Jan 16, 2026
Jacobs Equity LLC	History	New	3,804	294	0.28%	—	483	+3,804	New	Q4 2025	Feb 19, 2026
Arkadios Wealth Advisors	History	Added to	3,778	292	0.01%	0.01%	484	+447	13.42%	Q4 2025	Feb 13, 2026
Linscomb Wealth, Inc.	History	Added to	3,724	288	0.01%	0.01%	485	+245	7.04%	Q4 2025	Feb 10, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	History	No change	3,451	287	0.21%	0.2%	486	0	0.0%	Q4 2025	Feb 10, 2026
Foster Victor Wealth Advisors, LLC	History	Reduced	3,539	286	0.02%	0.02%	487	-41	-1.15%	Q4 2025	Jan 26, 2026
Columbus Macro, LLC	History	Reduced	3,681	285	0.03%	0.03%	488	-281	-7.09%	Q4 2025	Jan 15, 2026
GARRISON POINT ADVISORS, LLC	History	Reduced	3,652	283	0.13%	0.12%	489	-172	-4.5%	Q4 2025	Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO	History	No change	3,616	280	0.03%	0.02%	490	0	0.0%	Q4 2025	Jan 30, 2026
Dynamic Financial Group	History	No change	3,575	277	0.24%	0.24%	491	0	0.0%	Q4 2025	Jan 26, 2026
Upper Left Wealth Management, LLC	History	Added to	3,551	275	0.17%	0.16%	492	+247	7.48%	Q4 2025	Jan 22, 2026
Werba Rubin Papier Wealth Management	History	Added to	3,550	275	0.07%	0.04%	493	+14	0.4%	Q4 2025	Jan 27, 2026
Stone Summit Wealth LLC	History	Reduced	3,520	272	0.07%	0.08%	494	-51	-1.43%	Q4 2025	Jan 27, 2026
Key FInancial Inc	History	No change	3,504	271	0.05%	0.05%	495	0	0.0%	Q4 2025	Feb 09, 2026
Federation des caisses Desjardins du Quebec	History	Reduced	3,492	270	0.0%	0.0%	496	-341	-8.9%	Q4 2025	Feb 12, 2026
PINNEY & SCOFIELD, INC.	History	No change	3,471	269	0.15%	0.17%	497	0	0.0%	Q4 2025	Feb 13, 2026
Annex Advisory Services, LLC	History	Added to	3,411	264	0.01%	0.01%	498	+92	2.77%	Q4 2025	Jan 26, 2026
Maltin Wealth Management, Inc.	History	Added to	3,400	263	0.1%	0.11%	499	+65	1.95%	Q4 2025	Jan 15, 2026
Frazier Financial Advisors, LLC	History	Added to	3,355	260	0.15%	0.16%	500	+39	1.18%	Q4 2025	Feb 09, 2026
Fee-Only Financial Planning, L.C.	History	No change	3,350	259	0.15%	0.15%	501	0	0.0%	Q4 2025	Jan 26, 2026
Archer Investment Management, LLC	History	No change	3,328	258	0.14%	0.16%	502	0	0.0%	Q4 2025	Jan 12, 2026
LPWM LLC	History	No change	3,317	257	0.06%	0.07%	503	0	0.0%	Q4 2025	Jan 06, 2026
Sigma Planning Corp	History	Added to	3,295	255	0.01%	0.01%	504	+117	3.68%	Q4 2025	Jan 30, 2026
Wealthfront Advisers LLC	History	Reduced	3,254	252	0.0%	0.0%	505	-370	-10.21%	Q4 2025	Jan 30, 2026
Essex Financial Services, Inc.	History	No change	3,202	248	0.01%	0.01%	506	0	0.0%	Q4 2025	Feb 10, 2026
Beaumont Financial Advisors, LLC	History	Reduced	3,157	244	0.02%	0.02%	508	-720	-18.57%	Q4 2025	Jan 16, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Added to	3,057	244	0.01%	0.01%	509	+18	0.59%	Q4 2025	Feb 03, 2026
CEERA INVESTMENTS, LLC	History	No change	3,150	244	0.09%	0.08%	507	0	0.0%	Q4 2025	Feb 09, 2026
MOSAIC FINANCIAL GROUP, LLC	History	Added to	3,137	243	0.17%	0.17%	510	+60	1.95%	Q4 2025	Feb 13, 2026
CoreCap Advisors, LLC	History	Reduced	3,115	241	0.01%	0.01%	511	-577	-15.63%	Q4 2025	Jan 13, 2026
Aurelius Family Office LLC	History	Reduced	3,049	241	0.1%	0.12%	512	-406	-11.75%	Q4 2025	Jan 09, 2026
NICOLET BANKSHARES INC	History	Added to	3,083	239	0.04%	0.04%	513	+194	6.72%	Q4 2025	Feb 09, 2026
Ellis Investment Partners, LLC	History	Added to	3,084	239	0.04%	0.04%	514	+56	1.85%	Q4 2025	Feb 02, 2026
Colorado Capital Management, Inc.	History	No change	3,017	234	0.09%	0.09%	515	0	0.0%	Q4 2025	Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Added to	2,988	232	0.0%	0.0%	516	+58	1.98%	Q4 2025	Feb 05, 2026
Red Tortoise LLC	History	Added to	3,001	232	0.1%	0.1%	517	+27	0.91%	Q4 2025	Jan 22, 2026
Michels Family Financial, LLC	History	Added to	2,981	231	0.17%	0.18%	518	+22	0.74%	Q4 2025	Feb 19, 2026
McElhenny Sheffield Capital Management, LLC	History	New	2,955	229	0.06%	—	520	+2,955	New	Q4 2025	Jan 21, 2026
OneDigital Investment Advisors LLC	History	Reduced	2,961	229	0.0%	0.0%	519	-243	-7.58%	Q4 2025	Feb 13, 2026
Granite Harbor Advisors, Inc.	History	Reduced	2,939	227	0.1%	0.09%	521	-4	-0.14%	Q4 2025	Jan 22, 2026
Robertson Stephens Wealth Management, LLC	History	New	2,893	224	0.01%	—	522	+2,893	New	Q4 2025	Feb 02, 2026
CLARIS ADVISORS, LLC / MO /	History	Added to	2,890	224	0.07%	0.07%	523	+1	0.03%	Q4 2025	Jan 16, 2026
Note Advisors, LLC	History	Reduced	2,770	223	0.11%	0.14%	525	-237	-7.88%	Q4 2025	Feb 18, 2026
U.S. Capital Wealth Advisors, LLC	History	Reduced	2,883	223	0.01%	0.01%	524	-96	-3.22%	Q4 2025	Jan 23, 2026
SAPIENT CAPITAL LLC	History	New	2,849	221	0.0%	—	527	+2,849	New	Q4 2025	Feb 05, 2026
COREPATH WEALTH PARTNERS LLC	History	No change	2,749	221	0.15%	0.15%	526	0	0.0%	Q4 2025	Jan 15, 2026
GHP Investment Advisors, Inc.	History	No change	2,850	220	0.01%	0.01%	528	0	0.0%	Q4 2025	Jan 27, 2026
First National Advisers, LLC	History	No change	2,800	217	0.03%	0.03%	529	0	0.0%	Q4 2025	Feb 04, 2026
Berger Financial Group, Inc	History	Added to	2,783	215	0.01%	0.01%	530	+2	0.07%	Q4 2025	Jan 27, 2026
Vistica Wealth Advisors, LLC	History	New	2,743	212	0.21%	—	531	+2,743	New	Q4 2025	Feb 13, 2026
United Advisor Group, LLC	History	New	2,683	208	0.03%	—	532	+2,683	New	Q4 2025	Jan 26, 2026
Montis Financial, LLC	History	No change	2,672	207	0.04%	0.05%	533	0	0.0%	Q4 2025	Feb 11, 2026
New Covenant Trust Company, N.A.	History	No change	2,650	207	0.19%	0.19%	534	0	0.0%	Q4 2025	Jan 13, 2026
Argent Advisors, Inc.	History	New	5,133	206	0.06%	—	535	+5,133	New	Q4 2025	Feb 11, 2026
Meeder Advisory Services, Inc.	History	New	2,664	206	0.01%	—	536	+2,664	New	Q4 2025	Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	2,648	205	0.02%	0.02%	537	0	0.0%	Q4 2025	Feb 04, 2026
GREENLEAF TRUST	History	New	2,632	204	0.0%	—	538	+2,632	New	Q4 2025	Jan 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC	History	Reduced	2,637	204	0.02%	0.03%	539	-195	-6.89%	Q4 2025	Jan 08, 2026
Brooklyn Investment Group	History	New	2,569	200	0.01%	—	540	+2,569	New	Q4 2025	Feb 12, 2026
AdvisorNet Financial, Inc	History	Reduced	2,535	196	0.01%	0.01%	541	-159	-5.9%	Q4 2025	Jan 20, 2026
CURIO WEALTH, LLC	History	No change	2,522	196	0.07%	0.08%	542	0	0.0%	Q4 2025	Feb 11, 2026
Park Place Capital Corp	History	Added to	2,523	195	0.04%	0.03%	543	+672	36.3%	Q4 2025	Jan 09, 2026
Arax Advisory Partners	History	New	2,341	181	0.01%	—	544	+2,341	New	Q4 2025	Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	2,334	180	0.01%	0.01%	545	0	0.0%	Q4 2025	Jan 26, 2026
TFC Financial Management, Inc.	History	Reduced	2,296	177	0.02%	0.02%	547	-224	-8.89%	Q4 2025	Jan 23, 2026
Capital Advisors, Ltd. LLC	History	No change	2,286	177	0.02%	0.02%	546	0	0.0%	Q4 2025	Jan 21, 2026
SJS Investment Consulting Inc.	History	No change	2,280	176	0.02%	0.02%	548	0	0.0%	Q4 2025	Jan 21, 2026
Miller Global Investments, LLC	History	New	2,200	170	0.15%	—	549	+2,200	New	Q4 2025	Jan 05, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	No change	2,111	163	0.03%	0.03%	550	0	0.0%	Q4 2025	Feb 09, 2026
Sage Mountain Advisors LLC	History	No change	2,077	161	0.01%	0.01%	551	0	0.0%	Q4 2025	Jan 23, 2026
HIGHLINE WEALTH PARTNERS LLC	History	Added to	2,043	158	0.04%	0.04%	552	+43	2.15%	Q4 2025	Jan 15, 2026
Longview Financial Advisors LLC	History	No change	2,036	157	0.09%	0.09%	553	0	0.0%	Q4 2025	Jan 14, 2026
GAMMA Investing LLC	History	No change	1,964	152	0.01%	0.01%	554	0	0.0%	Q4 2025	Jan 05, 2026
Golden State Wealth Management, LLC	History	Added to	1,944	150	0.02%	0.02%	555	+81	4.35%	Q4 2025	Feb 13, 2026
Spire Wealth Management	History	Added to	1,914	148	0.0%	0.0%	556	+25	1.32%	Q4 2025	Jan 14, 2026
BAYBAN	History	New	1,900	147	0.13%	—	557	+1,900	New	Q4 2025	Mar 05, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	Reduced	1,784	138	0.0%	0.0%	558	-35	-1.92%	Q4 2025	Jan 14, 2026
Glassman Wealth Services	History	No change	1,786	138	0.02%	0.02%	559	0	0.0%	Q4 2025	Jan 28, 2026
CDKV HOLDINGS LLC	History	New	1,776	137	0.11%	—	560	+1,776	New	Q4 2025	Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	New	1,692	131	0.0%	—	561	+1,692	New	Q4 2025	Feb 12, 2026
Trust Co	History	No change	1,660	128	0.01%	0.01%	562	0	0.0%	Q4 2025	Jan 15, 2026
WOLFF WIESE MAGANA LLC	History	Added to	1,629	126	0.07%	0.07%	563	+20	1.24%	Q4 2025	Jan 14, 2026
NBC SECURITIES, INC.	History	No change	1,614	125	0.01%	0.01%	564	0	0.0%	Q4 2025	Jan 29, 2026
Atlantic Union Bankshares Corp	History	Added to	1,587	123	0.0%	0.0%	565	+31	1.99%	Q4 2025	Feb 04, 2026
Westside Investment Management, Inc.	History	No change	1,541	120	0.02%	0.02%	566	0	0.0%	Q4 2025	Jan 23, 2026
HORIZON BANCORP INC /IN/	History	Reduced	1,455	113	0.06%	0.05%	567	-21	-1.42%	Q4 2025	Feb 11, 2026
ASSETMARK, INC	History	Added to	1,448	112	0.0%	0.0%	568	+200	16.03%	Q4 2025	Jan 23, 2026
WealthCollab, LLC	History	No change	1,332	103	0.04%	0.05%	569	0	0.0%	Q4 2025	Jan 27, 2026
TRUST CO OF VERMONT	History	Reduced	1,274	98	0.0%	0.01%	570	-360	-22.03%	Q4 2025	Jan 16, 2026
Copia Wealth Management	History	No change	1,210	93	0.07%	0.07%	571	0	0.0%	Q4 2025	Feb 06, 2026
ROTHSCHILD INVESTMENT LLC	History	Added to	1,179	91	0.01%	0.01%	572	+2	0.17%	Q4 2025	Feb 10, 2026
PRIVATE TRUST CO NA	History	Reduced	1,148	89	0.01%	0.01%	573	-10	-0.86%	Q4 2025	Jan 26, 2026
SIGNATUREFD, LLC	History	No change	1,153	89	0.0%	0.0%	574	0	0.0%	Q4 2025	Jan 20, 2026
BURKETT FINANCIAL SERVICES, LLC	History	Added to	1,107	85	0.03%	0.03%	575	+20	1.84%	Q4 2025	Jan 05, 2026
Indiana Trust & Investment Management Co	History	No change	1,089	84	0.02%	0.03%	576	0	0.0%	Q4 2025	Jan 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	1,069	82	0.01%	0.01%	577	0	0.0%	Q4 2025	Feb 06, 2026
Capital Investment Advisory Services, LLC	History	Added to	1,050	81	0.01%	0.01%	578	+41	4.06%	Q4 2025	Jan 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	New	1,043	80	0.0%	—	580	+1,043	New	Q4 2025	Feb 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	History	No change	1,036	80	0.09%	0.09%	579	0	0.0%	Q4 2025	Feb 11, 2026
Grove Bank & Trust	History	No change	1,005	77	0.01%	0.01%	581	0	0.0%	Q4 2025	Jan 08, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	963	74	0.03%	0.03%	582	+18	1.9%	Q4 2025	Jan 09, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	960	74	0.05%	0.05%	583	0	0.0%	Q4 2025	Jan 27, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	New	922	71	0.01%	—	584	+922	New	Q4 2025	Jan 27, 2026
Addison Advisors LLC	History	No change	925	71	0.02%	0.02%	585	0	0.0%	Q4 2025	Feb 06, 2026
High Note Wealth, LLC	History	No change	901	69	0.01%	0.01%	586	0	0.0%	Q4 2025	Feb 05, 2026
JDM Financial Group LLC	History	No change	875	67	0.03%	0.03%	587	0	0.0%	Q4 2025	Feb 02, 2026
Clayton Financial Group LLC	History	Added to	853	66	0.03%	0.05%	589	+16	1.91%	Q4 2025	Jan 21, 2026
CENTRAL TRUST Co	History	Added to	860	66	0.0%	0.0%	588	+10	1.18%	Q4 2025	Feb 02, 2026
Sound Income Strategies, LLC	History	Added to	811	65	0.0%	0.0%	590	+61	8.13%	Q4 2025	Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	New	802	62	0.05%	—	591	+802	New	Q4 2025	Mar 05, 2026
MARYLAND CAPITAL ADVISORS INC.	History	Reduced	782	60	0.02%	0.03%	592	-148	-15.91%	Q4 2025	Jan 20, 2026
MONTAG A & ASSOCIATES INC	History	New	760	58	0.0%	—	593	+760	New	Q4 2025	Feb 02, 2026
Harbor Asset Planning, Inc.	History	Added to	753	58	0.05%	0.05%	594	+15	2.03%	Q4 2025	Jan 26, 2026
City State Bank	History	Added to	722	55	0.02%	0.01%	595	+193	36.48%	Q4 2025	Jan 28, 2026
JNBA Financial Advisors	History	No change	700	54	0.0%	0.0%	596	0	0.0%	Q4 2025	Jan 26, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	688	53	0.02%	0.02%	597	0	0.0%	Q4 2025	Feb 06, 2026
AlphaCore Capital LLC	History	New	659	51	0.0%	—	599	+659	New	Q4 2025	Feb 05, 2026
MeadowBrook Investment Advisors LLC	History	No change	663	51	0.04%	0.04%	598	0	0.0%	Q4 2025	Jan 14, 2026
BITTERROOT CAPITAL ADVISORS LLC	History	New	646	50	0.03%	—	600	+646	New	Q4 2025	Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	624	48	0.02%	0.02%	601	0	0.0%	Q4 2025	Jan 30, 2026
Cranbrook Wealth Management, LLC	History	No change	623	48	0.01%	0.01%	602	0	0.0%	Q4 2025	Jan 28, 2026
Godfrey Financial Associates, Inc.	History	New	570	44	0.04%	—	604	+570	New	Q4 2025	Feb 10, 2026
Perkins Coie Trust Co	History	No change	568	44	0.01%	0.01%	603	0	0.0%	Q4 2025	Jan 12, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	516	40	0.01%	0.01%	605	0	0.0%	Q4 2025	Jan 27, 2026
Tradewinds Capital Management, LLC	History	No change	508	39	0.01%	0.01%	606	0	0.0%	Q4 2025	Jan 14, 2026
Running Point Capital Advisors, LLC	History	No change	513	39	0.01%	0.01%	607	0	0.0%	Q4 2025	Feb 17, 2026
High Point Wealth Management, LLC	History	New	500	38	0.04%	—	609	+500	New	Q4 2025	Jan 29, 2026
EverSource Wealth Advisors, LLC	History	No change	498	38	0.0%	0.0%	608	0	0.0%	Q4 2025	Feb 06, 2026
Covenant Partners, LLC	History	Added to	483	37	0.01%	0.01%	610	+5	1.05%	Q4 2025	Jan 26, 2026
KERR FINANCIAL PLANNING Corp	History	Added to	440	34	0.05%	0.02%	613	+220	100.0%	Q4 2025	Feb 10, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	451	34	0.02%	0.02%	611	0	0.0%	Q4 2025	Feb 13, 2026
MCF Advisors LLC	History	No change	451	34	0.0%	0.0%	612	0	0.0%	Q4 2025	Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	New	427	33	0.01%	—	614	+427	New	Q4 2025	Jan 20, 2026
IFC & Insurance Marketing, Inc.	History	New	413	32	0.03%	—	615	+413	New	Q4 2025	Feb 12, 2026
CAMBIENT FAMILY OFFICE, LLC	History	New	406	31	0.0%	—	617	+406	New	Q4 2025	Feb 20, 2026
DiNuzzo Private Wealth, Inc.	History	No change	405	31	0.0%	0.0%	616	0	0.0%	Q4 2025	Jan 16, 2026
Daytona Street Capital LLC	History	New	393	30	0.02%	—	620	+393	New	Q4 2025	Jan 21, 2026
Colonial Trust Co / SC	History	No change	388	30	0.0%	0.0%	618	0	0.0%	Q4 2025	Feb 12, 2026
Gen-Wealth Partners Inc	History	No change	395	30	0.01%	0.01%	619	0	0.0%	Q4 2025	Feb 13, 2026
CX Institutional	History	Reduced	370	29	0.0%	0.0%	621	-50	-11.9%	Q4 2025	Feb 02, 2026
Glass Jacobson Investment Advisors llc	History	Reduced	365	28	0.01%	0.01%	622	-57	-13.51%	Q4 2025	Jan 22, 2026
Murphy & Mullick Capital Management Corp	History	No change	369	28	0.02%	0.02%	623	0	0.0%	Q4 2025	Feb 10, 2026
Benson Wealth Management INC	History	New	361	27	0.03%	—	627	+361	New	Q4 2025	Feb 12, 2026
SHP Wealth Management	History	New	360	27	0.0%	—	626	+360	New	Q4 2025	Mar 04, 2026
ST GERMAIN D J CO INC	History	No change	356	27	0.0%	0.0%	624	0	0.0%	Q4 2025	Jan 29, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	352	27	0.0%	0.0%	625	0	0.0%	Q4 2025	Jan 20, 2026
Russell Investments Group, Ltd.	History	Reduced	346	26	0.0%	0.0%	629	-96	-21.72%	Q4 2025	Feb 17, 2026
TUCKER ASSET MANAGEMENT LLC	History	Added to	340	26	0.01%	0.01%	630	+7	2.1%	Q4 2025	Feb 05, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	336	26	0.01%	0.01%	628	0	0.0%	Q4 2025	Feb 10, 2026
Kohmann Bosshard Financial Services, LLC	History	New	334	25	0.0%	—	632	+334	New	Q4 2025	Jan 30, 2026
Hamilton Point Investment Advisors, LLC	History	New	325	25	0.0%	—	631	+325	New	Q4 2025	Feb 12, 2026
IAG Wealth Partners, LLC	History	No change	326	25	0.0%	0.0%	633	0	0.0%	Q4 2025	Feb 10, 2026
Newbridge Financial Services Group, Inc.	History	No change	334	25	0.0%	0.0%	634	0	0.0%	Q4 2025	Jan 21, 2026
MRP Capital Investments, LLC	History	No change	331	25	0.02%	0.02%	635	0	0.0%	Q4 2025	Feb 09, 2026
Strive Financial Group ,LLC	History	New	317	24	0.01%	—	637	+317	New	Q4 2025	Feb 18, 2026
Reyes Financial Architecture, Inc.	History	No change	320	24	0.01%	0.02%	636	0	0.0%	Q4 2025	Jan 26, 2026
Finley Financial, LLC	History	New	300	23	0.01%	—	639	+300	New	Q4 2025	Jan 21, 2026
Coston, McIsaac & Partners	History	No change	301	23	0.01%	0.01%	638	0	0.0%	Q4 2025	Feb 03, 2026
TSFG, LLC	History	No change	279	22	0.0%	0.0%	640	0	0.0%	Q4 2025	Feb 04, 2026
Dogwood Wealth Management LLC	History	Reduced	274	21	0.01%	0.01%	643	-26	-8.67%	Q4 2025	Feb 04, 2026
Bogart Wealth, LLC	History	No change	274	21	0.0%	0.0%	641	0	0.0%	Q4 2025	Jan 30, 2026
Pacifica Partners Inc.	History	No change	278	21	0.01%	0.01%	642	0	0.0%	Q4 2025	Jan 09, 2026
Dunhill Financial, LLC	History	New	270	20	0.0%	—	646	+270	New	Q4 2025	Jan 29, 2026
TOMPKINS FINANCIAL CORP	History	No change	261	20	0.0%	0.0%	644	0	0.0%	Q4 2025	Jan 08, 2026
Corsicana & Co.	History	No change	261	20	0.01%	0.01%	645	0	0.0%	Q4 2025	Jan 07, 2026
Nemes Rush Group LLC	History	New	256	19	0.0%	—	649	+256	New	Q4 2025	Feb 11, 2026
Private Wealth Asset Management, LLC	History	Reduced	251	19	0.0%	0.0%	648	-108	-30.08%	Q4 2025	Feb 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	230	19	0.0%	0.0%	647	0	0.0%	Q4 2025	Jan 28, 2026
Merited Wealth, LLC	History	New	233	18	0.02%	—	652	+233	New	Q4 2025	Mar 26, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	Added to	235	18	0.0%	0.0%	651	+37	18.69%	Q4 2025	Feb 17, 2026
Sunbelt Securities, Inc.	History	Added to	236	18	0.0%	0.0%	650	+4	1.72%	Q4 2025	Feb 20, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	222	17	0.0%	0.0%	653	0	0.0%	Q4 2025	Jan 26, 2026
Qube Research & Technologies Ltd	History	New	208	16	0.0%	—	654	+208	New	Q4 2025	Feb 17, 2026
Newton One Investments LLC	History	Added to	216	16	0.0%	0.0%	655	+4	1.89%	Q4 2025	Jan 23, 2026
Lodestone Wealth Management LLC	History	New	200	15	0.01%	—	658	+200	New	Q4 2025	Jan 15, 2026
Modus Advisors, LLC	History	New	194	15	0.0%	—	657	+194	New	Q4 2025	Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	196	15	0.0%	0.0%	656	+24	13.95%	Q4 2025	Feb 09, 2026
S&T BANK/PA	History	No change	191	14	0.0%	0.0%	659	0	0.0%	Q4 2025	Feb 13, 2026
Anchor Investment Management, LLC	History	Added to	173	13	0.0%	0.0%	660	+131	311.9%	Q4 2025	Feb 26, 2026
Pandora Wealth, Inc.	History	No change	180	13	0.01%	0.01%	661	0	0.0%	Q4 2025	Feb 04, 2026
Monetary Solutions, Ltd	History	New	157	12	0.01%	—	667	+157	New	Q4 2025	Feb 23, 2026
McIlrath & Eck, LLC	History	Added to	155	12	0.0%	0.0%	663	+71	84.52%	Q4 2025	Feb 03, 2026
Financial Perspectives, Inc	History	Added to	160	12	0.0%	0.0%	666	+4	2.56%	Q4 2025	Jan 28, 2026
First Pacific Financial	History	Added to	155	12	0.0%	0.0%	665	+2	1.31%	Q4 2025	Jan 16, 2026
EASTERN BANK	History	No change	160	12	0.0%	0.0%	662	0	0.0%	Q4 2025	Jan 14, 2026
CNB Bank	History	No change	165	12	0.0%	0.0%	664	0	0.0%	Q4 2025	Feb 11, 2026
Elevated Capital Advisors, LLC	History	New	143	11	0.0%	—	669	+143	New	Q4 2025	Jan 27, 2026
Cherry Tree Wealth Management, LLC	History	Reduced	153	11	0.0%	0.0%	670	-18	-10.53%	Q4 2025	Feb 10, 2026
Clearstead Trust, LLC	History	No change	147	11	0.0%	0.0%	668	0	0.0%	Q4 2025	Feb 09, 2026
Avion Wealth	History	Added to	141	10	0.0%	0.0%	672	+2	1.44%	Q4 2025	Jan 23, 2026
HOWE & RUSLING INC	History	No change	137	10	0.0%	0.0%	671	0	0.0%	Q4 2025	Feb 17, 2026
Vermillion & White Wealth Management Group, LLC	History	No change	134	10	0.01%	0.01%	673	0	0.0%	Q4 2025	Feb 18, 2026
Dorato Capital Management	History	New	120	9	0.01%	—	680	+120	New	Q4 2025	Jan 16, 2026
Networth Advisors, LLC	History	New	118	9	0.01%	—	681	+118	New	Q4 2025	Jan 22, 2026
Tower Research Capital LLC (TRC)	History	Added to	124	9	0.0%	0.0%	675	+107	629.41%	Q4 2025	Feb 17, 2026
FAS Wealth Partners, Inc.	History	Added to	125	9	0.0%	0.0%	676	+1	0.81%	Q4 2025	Feb 18, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	119	9	0.0%	0.0%	674	0	0.0%	Q4 2025	Jan 23, 2026
CVA Family Office, LLC	History	No change	120	9	0.0%	0.0%	677	0	0.0%	Q4 2025	Jan 12, 2026
Washington Trust Advisors, Inc.	History	No change	117	9	0.0%	0.0%	678	0	0.0%	Q4 2025	Feb 03, 2026
Strategic Advocates LLC	History	No change	118	9	0.0%	0.0%	679	0	0.0%	Q4 2025	Feb 11, 2026
Wealth Watch Advisors, INC	History	Reduced	108	8	0.0%	0.01%	684	-167	-60.73%	Q4 2025	Feb 17, 2026
New Millennium Group LLC	History	No change	111	8	0.0%	0.0%	682	0	0.0%	Q4 2025	Feb 06, 2026
Private Wealth Management Group, LLC	History	No change	113	8	0.0%	0.0%	683	0	0.0%	Q4 2025	Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	New	103	7	0.0%	—	685	+103	New	Q4 2025	Feb 03, 2026
Hilton Head Capital Partners, LLC	History	New	101	7	0.0%	—	690	+101	New	Q4 2025	Feb 11, 2026
Arlington Trust Co LLC	History	New	100	7	0.0%	—	687	+100	New	Q4 2025	Jan 30, 2026
OPTIMA CAPITAL LLC	History	New	96	7	0.0%	—	688	+96	New	Q4 2025	Jan 23, 2026
Smallwood Wealth Investment Management, LLC	History	No change	96	7	0.0%	0.0%	686	0	0.0%	Q4 2025	Jan 23, 2026
United Financial Planning Group LLC	History	No change	95	7	0.0%	0.0%	689	0	0.0%	Q4 2025	Feb 11, 2026
Covestor Ltd	History	Reduced	72	6	0.0%	0.01%	694	-82	-53.25%	Q4 2025	Feb 06, 2026
Planning Project LLC	History	New	79	6	0.0%	—	695	+79	New	Q4 2025	Feb 12, 2026
WEBSTER BANK, N. A.	History	No change	83	6	0.0%	0.0%	691	0	0.0%	Q4 2025	Jan 23, 2026
Blume Capital Management, Inc.	History	No change	79	6	0.0%	0.0%	692	0	0.0%	Q4 2025	Feb 05, 2026
Versant Capital Management, Inc	History	No change	87	6	0.0%	0.0%	693	0	0.0%	Q4 2025	Jan 08, 2026
Provenance Wealth Advisors, LLC	History	No change	87	6	0.0%	0.0%	696	0	0.0%	Q4 2025	Jan 26, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	New	68	5	0.0%	—	697	+68	New	Q4 2025	Jan 27, 2026
Pinnacle Bancorp, Inc.	History	No change	74	5	0.0%	0.0%	698	0	0.0%	Q4 2025	Jan 22, 2026
Citizens National Bank Trust Department	History	No change	75	5	0.0%	0.0%	699	0	0.0%	Q4 2025	Jan 30, 2026
Bell Investment Advisors, Inc	History	No change	70	5	0.0%	0.0%	700	0	0.0%	Q4 2025	Feb 24, 2026
Camelot Portfolios, LLC	History	New	64	4	0.0%	—	706	+64	New	Q4 2025	Jan 29, 2026
YANKCOM Partnership	History	New	58	4	0.0%	—	708	+58	New	Q4 2025	Jan 20, 2026
TCTC Holdings, LLC	History	Added to	63	4	0.0%	0.0%	705	+1	1.61%	Q4 2025	Feb 12, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	54	4	0.0%	0.0%	701	0	0.0%	Q4 2025	Jan 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	58	4	0.0%	0.0%	702	0	0.0%	Q4 2025	Feb 13, 2026
FIRST COMMUNITY TRUST NA	History	No change	62	4	0.0%	0.0%	703	0	0.0%	Q4 2025	Jan 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	56	4	0.0%	0.0%	704	0	0.0%	Q4 2025	Feb 03, 2026
Oakworth Capital, Inc.	History	No change	54	4	0.0%	0.0%	707	0	0.0%	Q4 2025	Jan 30, 2026
TORONTO DOMINION BANK	History	Reduced	42	3	0.0%	0.0%	709	-7,849	-99.47%	Q4 2025	Feb 17, 2026
Plante Moran Financial Advisors, LLC	History	New	51	3	0.0%	—	710	+51	New	Q4 2025	Feb 05, 2026
EQ WEALTH ADVISORS, LLC	History	New	50	3	0.0%	—	718	+50	New	Q4 2025	Feb 02, 2026
True Wealth Design, LLC	History	New	49	3	0.0%	—	716	+49	New	Q4 2025	Jan 08, 2026
MidFirst Bank	History	New	49	3	0.0%	—	719	+49	New	Q4 2025	Feb 25, 2026
Triumph Capital Management	History	New	41	3	0.0%	—	712	+41	New	Q4 2025	Feb 12, 2026
JFS WEALTH ADVISORS, LLC	History	Added to	51	3	0.0%	0.0%	711	+1	2.0%	Q4 2025	Jan 14, 2026
EPG Wealth Management LLC	History	No change	45	3	0.0%	0.0%	713	0	0.0%	Q4 2025	Jan 28, 2026
DHJJ Financial Advisors, Ltd.	History	No change	40	3	0.0%	0.0%	714	0	0.0%	Q4 2025	Jan 23, 2026
Blue Trust, Inc.	History	No change	39	3	0.0%	0.0%	715	0	0.0%	Q4 2025	Jan 16, 2026
Root Financial Partners, LLC	History	No change	46	3	0.0%	0.0%	717	0	0.0%	Q4 2025	Feb 10, 2026
Founders Financial Alliance, LLC	History	Reduced	29	2	0.0%	0.0%	721	-10	-25.64%	Q4 2025	Feb 12, 2026
Providence Capital Advisors, LLC	History	No change	34	2	0.0%	0.0%	720	0	0.0%	Q4 2025	Feb 12, 2026
Roxbury Financial LLC	History	No change	28	2	0.0%	0.0%	722	0	0.0%	Q4 2025	Jan 05, 2026
Winch Advisory Services, LLC	History	Reduced	15	1	0.0%	0.0%	725	-69	-82.14%	Q4 2025	Feb 03, 2026
SYM FINANCIAL Corp	History	New	25	1	0.0%	—	723	+25	New	Q4 2025	Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE	History	New	21	1	0.0%	—	727	+21	New	Q4 2025	Feb 10, 2026
Stephens Consulting, LLC	History	New	15	1	0.0%	—	728	+15	New	Q4 2025	Jan 13, 2026
Wealth Enhancement Trust Services, Inc.	History	New	15	1	0.0%	—	729	+15	New	Q4 2025	Jan 27, 2026
WINNOW WEALTH LLC	History	New	13	1	0.0%	—	730	+13	New	Q4 2025	Feb 11, 2026
Garton & Associates Financial Advisors LLC	History	New	13	1	0.0%	—	731	+13	New	Q4 2025	Feb 18, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	23	1	0.0%	0.0%	724	0	0.0%	Q4 2025	Jan 20, 2026
Archer Investment Corp	History	No change	22	1	0.0%	0.0%	726	0	0.0%	Q4 2025	Jan 30, 2026
Global Alpha Capital Management Ltd.	History	Closed out	0	0	—	3.92%	—	-893,600	-100.0%	Q3 2025	Nov 13, 2025
GREAT LAKES ADVISORS, LLC	History	Closed out	0	0	—	0.18%	—	-286,116	-100.0%	Q3 2025	Nov 03, 2025
JANE STREET GROUP, LLC	History	Closed out	0	0	—	0.0%	—	-274,993	-100.0%	Q3 2025	Nov 14, 2025
Professional Financial Advisors, LLC	History	Closed out	0	0	—	1.26%	—	-77,927	-100.0%	Q3 2025	Oct 28, 2025
OLD MISSION CAPITAL LLC	History	Closed out	0	0	—	0.09%	—	-60,323	-100.0%	Q3 2025	Nov 14, 2025
Hi-Line Capital Management, LLC	History	Closed out	0	0	—	0.84%	—	-34,738	-100.0%	Q3 2025	Nov 06, 2025
FIRST CITIZENS INVESTOR SERVICES, INC.	History	Closed out	0	0	—	0.9%	—	-30,459	-100.0%	Q3 2025	Nov 04, 2025
FLOW TRADERS U.S. LLC	History	Closed out	0	0	—	0.09%	—	-29,392	-100.0%	Q3 2025	Nov 14, 2025
Future Fund LLC	History	Closed out	0	0	—	0.74%	—	-27,273	-100.0%	Q3 2025	Nov 12, 2025
Stonehearth Capital Management, LLC	History	Closed out	0	0	—	0.62%	—	-20,753	-100.0%	Q3 2025	Oct 24, 2025
PICTET BANK & TRUST Ltd	History	Closed out	0	0	—	1.77%	—	-19,145	-100.0%	Q3 2025	Oct 21, 2025
HRT FINANCIAL LP	History	Closed out	0	0	—	0.0%	—	-11,961	-100.0%	Q3 2025	Nov 14, 2025
PFG Private Wealth Management, LLC	History	Closed out	0	0	—	0.27%	—	-7,926	-100.0%	Q3 2025	Nov 06, 2025
FSC Wealth Advisors, LLC	History	Closed out	0	0	—	0.29%	—	-6,622	-100.0%	Q3 2025	Oct 17, 2025
PRESILIUM PRIVATE WEALTH, LLC	History	Closed out	0	0	—	0.09%	—	-5,910	-100.0%	Q3 2025	Oct 21, 2025
AllSquare Wealth Management LLC	History	Closed out	0	0	—	0.22%	—	-5,424	-100.0%	Q3 2025	Jan 12, 2026
Maia Wealth LLC	History	Closed out	0	0	—	0.07%	—	-5,260	-100.0%	Q3 2025	Nov 13, 2025
BARCLAYS PLC	History	Closed out	0	0	—	0.0%	—	-4,486	-100.0%	Q3 2025	Mar 31, 2026
GTS SECURITIES LLC	History	Closed out	0	0	—	0.01%	—	-4,243	-100.0%	Q3 2025	Nov 14, 2025
River Wealth Advisors LLC	History	Closed out	0	0	—	0.03%	—	-3,876	-100.0%	Q3 2025	Nov 12, 2025
Squarepoint Ops LLC	History	Closed out	0	0	—	0.0%	—	-3,688	-100.0%	Q3 2025	Nov 14, 2025
apricus wealth, LLC	History	Closed out	0	0	—	0.13%	—	-3,211	-100.0%	Q3 2025	Oct 21, 2025
Dynamic Advisor Solutions LLC	History	Closed out	0	0	—	0.01%	—	-2,841	-100.0%	Q3 2025	Oct 09, 2025
XTX Topco Ltd	History	Closed out	0	0	—	0.01%	—	-2,834	-100.0%	Q3 2025	Nov 14, 2025
Single Point Partners, LLC	History	Closed out	0	0	—	0.04%	—	-2,753	-100.0%	Q3 2025	Oct 20, 2025
Synergy Asset Management, LLC	History	Closed out	0	0	—	0.01%	—	-2,743	-100.0%	Q3 2025	Oct 21, 2025
Fingerlakes Wealth Management, Inc.	History	Closed out	0	0	—	0.13%	—	-2,636	-100.0%	Q3 2025	Oct 24, 2025
CLEAR INVESTMENT RESEARCH, LLC	History	Closed out	0	0	—	0.22%	—	-2,163	-100.0%	Q3 2025	Nov 07, 2025
North Ridge Wealth Advisors, Inc.	History	Closed out	0	0	—	0.09%	—	-2,157	-100.0%	Q3 2025	Nov 14, 2025
Ameritas Advisory Services, LLC	History	Closed out	0	0	—	0.01%	—	-1,794	-100.0%	Q3 2025	Nov 06, 2025
GPS Wealth Strategies Group, LLC	History	Closed out	0	0	—	0.0%	—	-363	-100.0%	Q3 2025	Nov 03, 2025
TOTH FINANCIAL ADVISORY CORP	History	Closed out	0	0	—	0.0%	—	-268	-100.0%	Q3 2025	Oct 09, 2025
SALEM INVESTMENT COUNSELORS INC	History	Closed out	0	0	—	0.0%	—	-250	-100.0%	Q3 2025	Oct 07, 2025
Cornerstone Planning Group LLC	History	Closed out	0	0	—	0.0%	—	-120	-100.0%	Q3 2025	Nov 04, 2025
Measured Wealth Private Client Group, LLC	History	Closed out	0	0	—	0.0%	—	-97	-100.0%	Q3 2025	Nov 14, 2025
Strengthening Families & Communities, LLC	History	Closed out	0	0	—	0.0%	—	-92	-100.0%	Q3 2025	Nov 04, 2025
Main Street Group, LTD	History	Closed out	0	0	—	0.0%	—	-90	-100.0%	Q3 2025	Nov 07, 2025
Security National Bank	History	Closed out	0	0	—	0.0%	—	-72	-100.0%	Q3 2025	Oct 20, 2025
Compass Financial Services Inc	History	Closed out	0	0	—	0.0%	—	-64	-100.0%	Q3 2025	Nov 04, 2025
Rice Partnership, LLC	History	Closed out	0	0	—	0.0%	—	-36	-100.0%	Q3 2025	Nov 10, 2025
Dynamic Wealth Strategies, LLC	History	Closed out	0	0	—	0.0%	—	-36	-100.0%	Q3 2025	Oct 29, 2025
HORIZON FINANCIAL SERVICES, LLC	History	Closed out	0	0	—	0.0%	—	-33	-100.0%	Q3 2025	Nov 12, 2025
Integrity Financial Corp /WA	History	Closed out	0	0	—	—	—	-9	-100.0%	Q3 2025	Nov 06, 2025
ARMSTRONG ADVISORY GROUP, INC	History	Closed out	0	0	—	—	—	-9	-100.0%	Q3 2025	Oct 08, 2025
HighMark Wealth Management LLC	History	Closed out	0	0	—	—	—	-7	-100.0%	Q3 2025	Oct 20, 2025
HM PAYSON & CO	History	Closed out	0	0	—	—	—	-5	-100.0%	Q3 2025	Oct 17, 2025
Kingdom Financial Group LLC.	History	New	4	0	—	—	—	+4	New	Q4 2025	Feb 06, 2026
Cape Investment Advisory, Inc.	History	New	3	0	—	—	—	+3	New	Q4 2025	Feb 17, 2026
Wilkerson Advisory Group LLC	History	New	3	0	—	—	—	+3	New	Q4 2025	Feb 13, 2026
Palisade Asset Management, LLC	History	Closed out	0	0	—	—	—	-3	-100.0%	Q3 2025	Nov 17, 2025
Lloyd Advisory Services, LLC.	History	New	2	0	—	—	—	+2	New	Q4 2025	Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC	History	New	1	0	—	—	—	+1	New	Q4 2025	Feb 05, 2026
ALERUS FINANCIAL NA	History	No change	6	0	—	—	—	0	0.0%	Q4 2025	Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	7	0	—	—	—	0	0.0%	Q4 2025	Feb 12, 2026
IMG Wealth Management, Inc.	History	No change	9	0	—	—	—	0	0.0%	Q4 2025	Feb 05, 2026
Fourth Dimension Wealth, LLC	History	No change	10	0	—	—	—	0	0.0%	Q4 2025	Feb 04, 2026