iSHARES TRUST - SMLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | History | Added to | 3,810,840 | 302,961 | 13.98% | 13.97% | 1 | +65,743 | 1.76% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,408,138 | 180,300 | 0.04% | 0.03% | 2 | +582,029 | 31.87% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,328,943 | 174,391 | 0.03% | 0.03% | 3 | +135,653 | 6.18% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,714,359 | 128,371 | 0.01% | 0.0% | 4 | +944,088 | 122.57% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,388,541 | 103,973 | 0.03% | 0.03% | 5 | +207,319 | 17.55% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,211,401 | 90,709 | 1.12% | 1.02% | 6 | +149,923 | 14.12% | Q4 2025 | Jan 26, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 968,630 | 72,531 | 3.26% | 3.16% | 7 | +53,379 | 5.83% | Q4 2025 | Jan 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 667,125 | 49,954 | 0.4% | 0.4% | 8 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 665,082 | 49,801 | 0.05% | 0.05% | 9 | +142,928 | 27.37% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 562,143 | 42,093 | 0.05% | 0.04% | 10 | +57,246 | 11.34% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 517,140 | 38,723 | 3.99% | 4.1% | 11 | -13,268 | -2.5% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 505,682 | 37,865 | 0.69% | 0.53% | 12 | +145,158 | 40.26% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 469,604 | 35,163 | 0.0% | 0.0% | 13 | -9,442 | -1.97% | Q4 2025 | Feb 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 468,005 | 35,044 | 2.92% | 2.95% | 14 | +2,370 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 433,586 | 34,192 | 5.33% | 5.25% | 15 | -9,589 | -2.16% | Q4 2025 | Feb 02, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 438,052 | 32,499 | 3.38% | 3.88% | 16 | -39,494 | -8.27% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 424,888 | 31,815 | 0.0% | 0.01% | 17 | -15,372 | -3.49% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 421,199 | 31,539 | 0.0% | 0.0% | 18 | +282,018 | 202.63% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 398,719 | 29,644 | 7.56% | 7.56% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| River Wealth Advisors LLC | History | Added to | 360,566 | 26,999 | 3.03% | 2.98% | 20 | +17,197 | 5.01% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 346,732 | 25,963 | 0.07% | 0.07% | 21 | +10,977 | 3.27% | Q4 2025 | Feb 05, 2026 |
| Madison Wealth Partners, Inc | History | New | 303,766 | 22,746 | 4.15% | — | 22 | +303,766 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 300,548 | 22,504 | 0.03% | 0.04% | 23 | -3,515 | -1.16% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 294,594 | 22,271 | 0.04% | — | 24 | +294,594 | New | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 289,911 | 21,708 | 0.75% | 0.74% | 25 | +14,333 | 5.2% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 288,214 | 21,581 | 0.01% | 0.01% | 26 | +2,851 | 1.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 288,013 | 21,571 | 0.03% | 0.03% | 27 | +41,163 | 16.68% | Q4 2025 | Feb 17, 2026 |
| Fox Financial, Inc | History | Reduced | 282,299 | 21,138 | 16.85% | 16.84% | 28 | -2,277 | -0.8% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 271,488 | 20,329 | 0.1% | 0.1% | 29 | +3,638 | 1.36% | Q4 2025 | Feb 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 261,813 | 19,604 | 6.0% | 6.23% | 30 | +2,097 | 0.81% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 239,900 | 17,963 | 0.66% | 0.85% | 31 | -2,315 | -0.96% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 237,289 | 17,768 | 0.23% | 0.26% | 32 | -4,549 | -1.88% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 230,211 | 17,238 | 0.02% | 0.02% | 33 | +24,034 | 11.66% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 214,142 | 16,034 | 0.01% | 0.01% | 34 | +2,641 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Family Office Research LLC | History | Added to | 203,079 | 15,423 | 6.3% | 6.52% | 35 | +2,429 | 1.21% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 194,917 | 14,595 | 0.11% | 0.12% | 36 | -1,826 | -0.93% | Q4 2025 | Jan 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 180,437 | 13,841 | 7.81% | 7.7% | 37 | +8,629 | 5.02% | Q4 2025 | Jan 09, 2026 |
| MORGAN STANLEY | History | Added to | 165,378 | 12,383 | 0.0% | 0.0% | 38 | +101,497 | 158.88% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 165,369 | 12,383 | 0.03% | 0.03% | 39 | +16,699 | 11.23% | Q4 2025 | Feb 11, 2026 |
| Systelligence, LLC | History | New | 164,158 | 12,292 | 2.34% | — | 40 | +164,158 | New | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 164,091 | 12,287 | 0.02% | 0.02% | 41 | -13,096 | -7.39% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 159,588 | 11,949 | 0.0% | 0.0% | 42 | -49,770 | -23.77% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 158,824 | 11,892 | 0.29% | 0.29% | 43 | +4,361 | 2.82% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 157,413 | 11,787 | 0.03% | 0.03% | 44 | +18,450 | 13.28% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 149,061 | 11,161 | 0.66% | — | 45 | +149,061 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 147,867 | 11,072 | 0.08% | 0.1% | 46 | -7,349 | -4.73% | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 146,340 | 10,957 | 0.31% | 0.64% | 47 | +8,073 | 5.84% | Q4 2025 | Feb 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 142,175 | 10,646 | 0.13% | 0.09% | 48 | +52,567 | 58.66% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 141,964 | 10,630 | 1.34% | — | 49 | +141,964 | New | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 138,848 | 10,396 | 0.12% | 0.13% | 50 | -5,149 | -3.58% | Q4 2025 | Jan 20, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 135,006 | 10,109 | 0.7% | 0.55% | 51 | +33,090 | 32.47% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 126,311 | 9,458 | 0.0% | 0.0% | 52 | -818 | -0.64% | Q4 2025 | Feb 11, 2026 |
| Denver PWM, LLC | History | No change | 131,450 | 8,932 | 2.98% | 2.78% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 103,782 | 7,771 | 0.01% | 0.01% | 54 | -2 | -0.0% | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 101,749 | 7,618 | 0.59% | 0.5% | 55 | +16,899 | 19.92% | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 100,071 | 7,493 | 2.36% | 2.18% | 56 | +412 | 0.41% | Q4 2025 | Feb 03, 2026 |
| FLC Capital Advisors | History | New | 99,179 | 7,426 | 1.37% | — | 57 | +99,179 | New | Q4 2025 | Feb 11, 2026 |
| Seneca House Advisors | History | New | 98,374 | 7,366 | 2.76% | — | 58 | +98,374 | New | Q4 2025 | Feb 17, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 93,665 | 7,013 | 3.91% | 0.79% | 59 | +78,369 | 512.35% | Q4 2025 | Jan 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 88,782 | 6,647 | 2.59% | 2.73% | 60 | +2,449 | 2.84% | Q4 2025 | Jan 28, 2026 |
| DDFG, Inc | History | Added to | 85,516 | 6,403 | 1.4% | 1.46% | 61 | +640 | 0.75% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 83,369 | 6,242 | 0.12% | — | 62 | +83,369 | New | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 82,919 | 6,208 | 0.04% | 0.04% | 63 | +1,905 | 2.35% | Q4 2025 | Jan 29, 2026 |
| Weil Company, Inc. | History | Added to | 76,610 | 5,736 | 1.32% | 1.03% | 64 | +18,799 | 32.52% | Q4 2025 | Jan 14, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 75,832 | 5,678 | 3.68% | 3.87% | 65 | -109 | -0.14% | Q4 2025 | Jan 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 74,419 | 5,572 | 0.21% | 0.21% | 66 | -2,958 | -3.82% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 74,383 | 5,569 | 3.05% | 2.84% | 67 | +5,502 | 7.99% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 74,101 | 5,548 | 1.25% | 1.3% | 68 | -1,436 | -1.9% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 73,942 | 5,536 | 0.03% | 0.04% | 69 | +3,130 | 4.42% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 73,668 | 5,516 | 0.01% | 0.01% | 70 | -787 | -1.06% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 72,366 | 5,418 | 0.03% | 0.03% | 71 | +1,033 | 1.45% | Q4 2025 | Feb 12, 2026 |
| GEM Asset Management, LLC | History | Added to | 69,768 | 5,411 | 2.41% | 2.44% | 72 | +408 | 0.59% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,530 | 5,206 | 0.0% | 0.0% | 73 | +9,032 | 14.93% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 68,876 | 5,157 | 0.06% | 0.06% | 74 | +16,638 | 31.85% | Q4 2025 | Jan 23, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 63,393 | 4,746 | 3.96% | 3.82% | 75 | +1,797 | 2.92% | Q4 2025 | Feb 11, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 62,456 | 4,678 | 1.35% | 1.13% | 76 | -835 | -1.32% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 61,925 | 4,636 | 0.03% | 0.03% | 77 | +4,110 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,567 | 4,385 | 0.02% | 0.02% | 78 | +3,181 | 5.74% | Q4 2025 | Feb 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 56,283 | 4,214 | 1.44% | 1.48% | 79 | +606 | 1.09% | Q4 2025 | Jan 15, 2026 |
| Live Oak Investment Partners | History | New | 54,136 | 4,053 | 2.49% | — | 80 | +54,136 | New | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 51,600 | 3,863 | 0.01% | — | 81 | +51,600 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 50,942 | 3,814 | 0.55% | 0.66% | 82 | -2,233 | -4.2% | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 49,474 | 3,705 | 0.03% | 0.01% | 83 | +28,643 | 137.5% | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 49,269 | 3,689 | 0.0% | — | 84 | +49,269 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,880 | 3,660 | 0.0% | 0.0% | 85 | +23,210 | 90.42% | Q4 2025 | Feb 17, 2026 |
| Williams Financial, LLC | History | New | 48,655 | 3,643 | 2.11% | — | 86 | +48,655 | New | Q4 2025 | Feb 02, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 48,045 | 3,597 | 1.41% | 1.33% | 87 | +3,588 | 8.07% | Q4 2025 | Feb 04, 2026 |
| NOVEM GROUP | History | Added to | 47,810 | 3,580 | 0.41% | 0.41% | 88 | +1,219 | 2.62% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 45,708 | 3,422 | 0.0% | 0.0% | 89 | +8,327 | 22.28% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 44,282 | 3,316 | 0.1% | 0.03% | 90 | +29,637 | 202.37% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 42,794 | 3,204 | 0.19% | 0.18% | 91 | +4,235 | 10.98% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 40,952 | 3,066 | 0.34% | 0.54% | 92 | -21,580 | -34.51% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 40,454 | 3,029 | 0.05% | 0.05% | 93 | +6,374 | 18.7% | Q4 2025 | Jan 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 39,717 | 2,974 | 0.19% | 0.2% | 94 | -262 | -0.66% | Q4 2025 | Jan 26, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 37,531 | 2,810 | 0.36% | 0.38% | 95 | -1,930 | -4.89% | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 36,486 | 2,732 | 0.2% | 0.21% | 96 | +105 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 35,915 | 2,689 | 2.3% | 2.3% | 97 | +1,340 | 3.88% | Q4 2025 | Jan 26, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 35,857 | 2,684 | 0.43% | 0.21% | 98 | +19,988 | 125.96% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 29,561 | 2,213 | 0.03% | 0.03% | 99 | +2,901 | 10.88% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 29,500 | 2,208 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 29,457 | 2,205 | 0.36% | 0.33% | 101 | +2,739 | 10.25% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,115 | 2,196 | 0.0% | 0.0% | 102 | +642 | 2.34% | Q4 2025 | Jan 08, 2026 |
| BFI Wealth Solutions, LLC | History | New | 28,150 | 2,107 | 2.01% | — | 103 | +28,150 | New | Q4 2025 | Feb 19, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 26,113 | 1,955 | 0.06% | 0.07% | 104 | +68 | 0.26% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,960 | 1,943 | 0.01% | 0.0% | 105 | +13,514 | 108.58% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 25,497 | 1,909 | 0.01% | 0.0% | 106 | +22,577 | 773.18% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Added to | 25,389 | 1,901 | 0.54% | 0.46% | 107 | +2,890 | 12.85% | Q4 2025 | Feb 06, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 23,003 | 1,722 | 0.52% | 0.43% | 108 | +13,957 | 154.29% | Q4 2025 | Feb 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 22,809 | 1,707 | 0.09% | 0.09% | 109 | +888 | 4.05% | Q4 2025 | Jan 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 21,953 | 1,643 | 0.98% | 1.02% | 110 | +1,370 | 6.66% | Q4 2025 | Feb 04, 2026 |
| Wedmont Private Capital | History | No change | 21,170 | 1,641 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 21,773 | 1,630 | 0.0% | 0.0% | 112 | +3,647 | 20.12% | Q4 2025 | Jan 26, 2026 |
| Wharton Business Group, LLC | History | Reduced | 21,730 | 1,627 | 0.06% | 0.07% | 113 | -395 | -1.79% | Q4 2025 | Feb 11, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 21,539 | 1,617 | 1.26% | 0.94% | 114 | +6,312 | 41.45% | Q4 2025 | Feb 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,585 | 1,616 | 0.0% | 0.0% | 115 | -1,258 | -5.51% | Q4 2025 | Jan 30, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 19,395 | 1,556 | 0.38% | 0.25% | 116 | +6,524 | 50.69% | Q4 2025 | Jan 23, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 20,071 | 1,502 | 0.88% | 0.87% | 117 | -89 | -0.44% | Q4 2025 | Feb 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 19,969 | 1,495 | 0.27% | 0.27% | 118 | +25 | 0.13% | Q4 2025 | Feb 09, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 19,380 | 1,451 | 1.22% | — | 119 | +19,380 | New | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,561 | 1,349 | 0.03% | 0.03% | 120 | +14 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,011 | 1,348 | 0.02% | 0.01% | 121 | +5,018 | 38.62% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 17,964 | 1,345 | 0.22% | — | 122 | +17,964 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,843 | 1,261 | 0.0% | — | 123 | +16,843 | New | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | No change | 16,792 | 1,257 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 15,490 | 1,231 | 0.04% | 0.02% | 125 | +9,436 | 155.86% | Q4 2025 | Jan 23, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 15,351 | 1,149 | 0.53% | 0.58% | 126 | -453 | -2.87% | Q4 2025 | Feb 04, 2026 |
| Plancorp, LLC | History | Added to | 15,126 | 1,132 | 0.03% | 0.03% | 127 | +1,918 | 14.52% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 13,802 | 1,033 | 0.01% | 0.02% | 128 | -78 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 12,534 | 938 | 0.16% | 0.17% | 129 | +641 | 5.39% | Q4 2025 | Jan 29, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 12,103 | 906 | 0.34% | 0.35% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 12,034 | 901 | 0.18% | 0.19% | 131 | +24 | 0.2% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 11,925 | 892 | 0.02% | — | 132 | +11,925 | New | Q4 2025 | Feb 19, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 11,774 | 881 | 0.02% | 0.02% | 133 | -124 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Cassilly Financial Group LLC | History | New | 11,387 | 852 | 0.75% | — | 134 | +11,387 | New | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,351 | 849 | 0.12% | 0.11% | 135 | +1,805 | 18.91% | Q4 2025 | Feb 09, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 10,871 | 814 | 0.09% | 0.09% | 136 | +216 | 2.03% | Q4 2025 | Feb 02, 2026 |
| Redwood Financial Network Corp | History | Added to | 10,430 | 781 | 0.5% | 0.38% | 137 | +2,306 | 28.39% | Q4 2025 | Feb 10, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 10,199 | 764 | 0.04% | 0.04% | 138 | -91 | -0.88% | Q4 2025 | Jan 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,184 | 762 | 0.01% | 0.01% | 139 | -1,003 | -8.97% | Q4 2025 | Jan 30, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 10,188 | 762 | 0.32% | 0.32% | 140 | +110 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Thayer Financial, L.L.C. | History | New | 10,127 | 758 | 0.8% | — | 141 | +10,127 | New | Q4 2025 | Jan 12, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 9,989 | 747 | 0.02% | 0.02% | 142 | -10 | -0.1% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 9,937 | 744 | 0.04% | 0.03% | 143 | +3,629 | 57.53% | Q4 2025 | Jan 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 9,710 | 727 | 0.06% | 0.47% | 144 | -74,997 | -88.54% | Q4 2025 | Jan 27, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 9,670 | 724 | 0.26% | 0.64% | 145 | -13,836 | -58.86% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9,085 | 680 | 0.08% | 0.08% | 146 | +65 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 9,033 | 676 | 0.02% | 0.02% | 147 | +1,400 | 18.34% | Q4 2025 | Jan 30, 2026 |
| Park Place Capital Corp | History | Added to | 8,909 | 667 | 0.14% | 0.14% | 148 | +28 | 0.32% | Q4 2025 | Jan 09, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 8,709 | 652 | 0.43% | 0.18% | 149 | +5,147 | 144.5% | Q4 2025 | Jan 23, 2026 |
| LifeGoal Investments, LLC | History | Added to | 8,420 | 630 | 0.42% | 0.52% | 150 | +2 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,304 | 621 | 0.01% | 0.09% | 151 | -130,378 | -94.01% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,185 | 612 | 0.0% | 0.0% | 152 | +906 | 12.45% | Q4 2025 | Feb 17, 2026 |
| J.M. Arbour, LLC | History | New | 7,763 | 581 | 0.58% | — | 153 | +7,763 | New | Q4 2025 | Jan 26, 2026 |
| RHS Financial, LLC | History | Reduced | 7,356 | 550 | 0.27% | 0.29% | 154 | -226 | -2.98% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,223 | 540 | 0.0% | 0.0% | 155 | +122 | 1.72% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,677 | 499 | 0.0% | 0.01% | 156 | +5 | 0.07% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 6,587 | 493 | 0.02% | 0.02% | 157 | +1,500 | 29.49% | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,583 | 492 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden State Equity Partners | History | Added to | 6,590 | 491 | 0.08% | 0.08% | 159 | +236 | 3.71% | Q4 2025 | Jan 29, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,881 | 464 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,021 | 450 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,944 | 445 | 0.01% | 0.01% | 162 | -138 | -2.27% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,911 | 442 | 0.0% | 0.0% | 163 | +77 | 1.32% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,581 | 417 | 0.0% | 0.0% | 164 | +399 | 7.7% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 5,438 | 407 | 0.01% | 0.01% | 165 | +210 | 4.02% | Q4 2025 | Feb 04, 2026 |
| Diversified Trust Co | History | No change | 5,270 | 394 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 5,254 | 393 | 0.18% | 0.22% | 167 | -967 | -15.54% | Q4 2025 | Jan 21, 2026 |
| Members Trust Co | History | No change | 5,149 | 385 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,036 | 377 | 0.01% | 0.01% | 169 | +1 | 0.02% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 4,530 | 342 | 0.0% | 0.0% | 170 | -345 | -7.08% | Q4 2025 | Jan 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 4,575 | 342 | 0.03% | 0.03% | 171 | -201 | -4.21% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,533 | 339 | 0.0% | 0.0% | 172 | +969 | 27.19% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,490 | 336 | 0.22% | — | 173 | +4,490 | New | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | No change | 4,364 | 326 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,249 | 318 | 0.0% | 0.0% | 175 | +84 | 2.02% | Q4 2025 | Feb 13, 2026 |
| Harborfront Financial Group LLC | History | New | 4,066 | 304 | 2.26% | — | 176 | +4,066 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,048 | 303 | 0.01% | 0.01% | 177 | +958 | 31.0% | Q4 2025 | Jan 09, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,004 | 299 | 0.03% | 0.02% | 178 | +1,063 | 36.14% | Q4 2025 | Jan 12, 2026 |
| Tranquility Partners, LLC | History | No change | 3,924 | 293 | 0.11% | 0.1% | 179 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 3,890 | 291 | 0.01% | 0.01% | 180 | +676 | 21.03% | Q4 2025 | Feb 10, 2026 |
| RMR Wealth Builders | History | No change | 3,827 | 286 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 3,796 | 284 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 3,752 | 280 | 0.21% | 0.22% | 183 | -128 | -3.3% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,706 | 277 | 0.0% | 0.0% | 184 | -409 | -9.94% | Q4 2025 | Jan 26, 2026 |
| Veridan Wealth LLC | History | Reduced | 3,598 | 269 | 0.09% | 0.09% | 186 | -18 | -0.5% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,600 | 269 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | Added to | 3,583 | 268 | 0.07% | 0.09% | 187 | +125 | 3.61% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,573 | 267 | 0.01% | 0.01% | 188 | +138 | 4.02% | Q4 2025 | Feb 13, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 3,503 | 262 | 0.23% | 0.26% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,497 | 261 | 0.15% | 0.16% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | New | 3,460 | 259 | 0.06% | — | 191 | +3,460 | New | Q4 2025 | Jan 26, 2026 |
| Capital Square, LLC | History | New | 3,284 | 245 | 0.12% | — | 192 | +3,284 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 3,223 | 241 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 3,207 | 240 | 0.07% | — | 194 | +3,207 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,199 | 239 | 0.0% | — | 195 | +3,199 | New | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Reduced | 3,091 | 231 | 0.05% | 0.06% | 196 | -280 | -8.31% | Q4 2025 | Feb 11, 2026 |
| ProVise Management Group, LLC | History | New | 3,009 | 225 | 0.02% | — | 197 | +3,009 | New | Q4 2025 | Jan 29, 2026 |
| Cadence Bank | History | Reduced | 2,892 | 216 | 0.01% | 0.01% | 198 | -268 | -8.48% | Q4 2025 | Jan 30, 2026 |
| Facet Wealth, Inc. | History | New | 2,681 | 211 | 0.0% | — | 199 | +2,681 | New | Q4 2025 | Jan 29, 2026 |
| Edge Financial Advisors LLC | History | Added to | 2,731 | 204 | 0.09% | 0.09% | 200 | +8 | 0.29% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 2,709 | 202 | 0.01% | — | 201 | +2,709 | New | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,685 | 201 | 0.01% | — | 202 | +2,685 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,626 | 196 | 0.0% | 0.0% | 203 | -450 | -14.63% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,319 | 173 | 0.03% | 0.03% | 204 | +21 | 0.91% | Q4 2025 | Feb 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,106 | 157 | 0.01% | 0.01% | 205 | -1,020 | -32.63% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,685 | 126 | 0.01% | 0.01% | 206 | +282 | 20.1% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,459 | 109 | 0.07% | 0.07% | 208 | +5 | 0.34% | Q4 2025 | Feb 11, 2026 |
| S.A. Mason LLC | History | No change | 1,465 | 109 | 0.04% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,291 | 96 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,190 | 89 | 0.0% | — | 210 | +1,190 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,030 | 77 | 0.0% | 0.0% | 211 | +843 | 450.8% | Q4 2025 | Mar 16, 2026 |
| Bogart Wealth, LLC | History | No change | 1,001 | 74 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Added to | 983 | 73 | 0.0% | 0.0% | 213 | +831 | 546.71% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 928 | 69 | 0.0% | 0.0% | 214 | +707 | 319.91% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 915 | 68 | 0.0% | 0.0% | 215 | -99 | -9.76% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 907 | 67 | 0.09% | 0.05% | 216 | +454 | 100.22% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | No change | 850 | 63 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 815 | 61 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 767 | 57 | 0.0% | 0.01% | 219 | -379 | -33.07% | Q4 2025 | Feb 20, 2026 |
| MGB Wealth Management, LLC | History | Added to | 752 | 56 | 0.02% | 0.0% | 220 | +536 | 248.15% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 602 | 45 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morse Asset Management, Inc | History | Reduced | 550 | 41 | 0.01% | 0.01% | 222 | -7 | -1.26% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 536 | 40 | 0.0% | — | 223 | +536 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 527 | 39 | 0.0% | 0.0% | 224 | +67 | 14.57% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 502 | 37 | 0.01% | 0.01% | 225 | -199 | -28.39% | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | No change | 485 | 36 | 0.0% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 433 | 32 | 0.0% | 0.0% | 227 | +362 | 509.86% | Q4 2025 | Feb 06, 2026 |
| Arlington Trust Co LLC | History | No change | 378 | 28 | 0.0% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | New | 355 | 26 | 0.01% | — | 229 | +355 | New | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 276 | 20 | 0.0% | — | 230 | +276 | New | Q4 2025 | Feb 03, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 250 | 18 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 234 | 17 | 0.0% | 0.0% | 232 | +1 | 0.43% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 200 | 15 | 0.0% | — | 233 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 208 | 15 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 201 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 212 | 15 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EASTERN BANK | History | New | 188 | 14 | 0.0% | — | 237 | +188 | New | Q4 2025 | Jan 14, 2026 |
| HOWE & RUSLING INC | History | No change | 185 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 180 | 13 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 163 | 12 | 0.0% | 0.0% | 240 | -7 | -4.12% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 156 | 11 | 0.0% | — | 241 | +156 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 152 | 11 | 0.0% | — | 242 | +152 | New | Q4 2025 | Feb 12, 2026 |
| Mendota Financial Group, LLC | History | No change | 158 | 11 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | No change | 122 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 107 | 8 | 0.0% | — | 247 | +107 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 119 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 120 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 96 | 7 | 0.0% | — | 249 | +96 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 96 | 7 | 0.0% | 0.0% | 248 | -9 | -8.57% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 83 | 6 | 0.0% | — | 251 | +83 | New | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 78 | 6 | 0.0% | — | 250 | +70 | 875.0% | Q4 2025 | Jan 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 80 | 5 | 0.0% | — | 253 | +80 | New | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 72 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | Added to | 41 | 3 | 0.0% | 0.0% | 256 | +1 | 2.5% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | New | 34 | 2 | 0.0% | — | 258 | +34 | New | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | New | 15 | 1 | 0.0% | — | 260 | +15 | New | Q4 2025 | Jan 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 26 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -207,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,546 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,912 | -100.0% | Q3 2025 | Oct 21, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,333 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,555 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -708 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -176 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |