iSHARES TRUST - SMMD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENMEDE TRUST CO NA | History | New | 3,937,624 | 295,085 | 1.4% | — | 1 | +3,937,624 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,238,517 | 242,694 | 0.02% | 0.0% | 2 | +2,322,266 | 253.45% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,504,650 | 112,758 | 0.6% | 0.6% | 3 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Align Financial, LLC | History | New | 88,055 | 88,055 | 0.05% | — | 4 | +88,055 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 877,125 | 65,731 | 0.0% | 0.0% | 5 | +151,115 | 20.81% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 847,846 | 63,537 | 0.82% | 0.91% | 6 | -67,808 | -7.41% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 757,995 | 56,804 | 0.06% | 0.06% | 7 | +262,684 | 53.03% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 747,385 | 56,009 | 1.1% | 1.07% | 8 | +54,284 | 7.83% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Added to | 644,989 | 48,335 | 0.2% | 0.19% | 9 | +40,881 | 6.77% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 522,588 | 39,162 | 0.12% | 0.12% | 10 | +365 | 0.07% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 507,585 | 38,038 | 0.3% | 0.19% | 11 | +7,623 | 1.52% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 479,957 | 35,967 | 0.1% | 0.04% | 12 | +292,966 | 156.67% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 471,055 | 35,300 | 1.23% | 1.12% | 13 | +27,082 | 6.1% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 399,099 | 29,908 | 0.0% | 0.0% | 14 | +41,597 | 11.64% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 356,939 | 26,749 | 0.01% | 0.0% | 15 | +164,551 | 85.53% | Q4 2025 | Feb 18, 2026 |
| Kendall Capital Management | History | Added to | 352,861 | 26,443 | 5.53% | 5.51% | 16 | +21,564 | 6.51% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 340,863 | 25,544 | 0.03% | 0.03% | 17 | +25,436 | 8.06% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 323,439 | 24,238 | 0.33% | 0.46% | 18 | -4,702 | -1.43% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 323,423 | 24,237 | 0.39% | 0.5% | 19 | -5,228 | -1.59% | Q4 2025 | Mar 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 320,903 | 24,050 | 0.04% | 0.03% | 20 | +39,030 | 13.85% | Q4 2025 | Feb 17, 2026 |
| Diesslin Group, Inc. | History | New | 303,061 | 22,711 | 9.03% | — | 21 | +303,061 | New | Q4 2025 | Feb 25, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 259,949 | 19,480 | 0.38% | 0.38% | 22 | +9,539 | 3.81% | Q4 2025 | Jan 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 240,169 | 17,998 | 0.13% | 0.06% | 23 | +126,878 | 111.99% | Q4 2025 | Jan 09, 2026 |
| Heritage Family Offices, LLP | History | Added to | 224,834 | 16,849 | 7.66% | 7.52% | 24 | +5,567 | 2.54% | Q4 2025 | Jan 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 224,487 | 16,823 | 0.02% | 0.02% | 25 | +25,873 | 13.03% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 207,722 | 15,566 | 0.0% | 0.01% | 26 | -58,656 | -22.02% | Q4 2025 | Feb 10, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 202,058 | 15,142 | 0.12% | 0.05% | 27 | +97,546 | 93.33% | Q4 2025 | Feb 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 184,192 | 13,803 | 0.18% | — | 28 | +184,192 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 182,368 | 13,666 | 0.0% | 0.0% | 29 | +22,393 | 14.0% | Q4 2025 | Feb 11, 2026 |
| SFAM, LLC | History | New | 176,929 | 13,259 | 12.12% | — | 30 | +176,929 | New | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 173,504 | 13,002 | 0.47% | 0.43% | 31 | +14,866 | 9.37% | Q4 2025 | Jan 07, 2026 |
| Curi Capital, LLC | History | Added to | 162,184 | 12,154 | 0.21% | 0.14% | 32 | +62,250 | 62.29% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 154,346 | 11,566 | 0.08% | 0.07% | 33 | +35,930 | 30.34% | Q4 2025 | Feb 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 152,701 | 11,443 | 0.34% | — | 34 | +152,701 | New | Q4 2025 | Feb 17, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 150,287 | 11,262 | 7.35% | 8.25% | 35 | -19,283 | -11.37% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 141,078 | 10,572 | 0.61% | 0.63% | 36 | -1,420 | -1.0% | Q4 2025 | Jan 27, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 132,871 | 9,957 | 0.3% | 0.25% | 37 | +22,375 | 20.25% | Q4 2025 | Jan 16, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 128,255 | 9,611 | 1.07% | 0.85% | 38 | +33,107 | 34.8% | Q4 2025 | Feb 04, 2026 |
| CMH Wealth Management LLC | History | Reduced | 126,254 | 9,461 | 2.03% | 1.99% | 39 | -232 | -0.18% | Q4 2025 | Jan 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 113,781 | 8,527 | 0.02% | 0.01% | 40 | +58,424 | 105.54% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 111,580 | 8,362 | 0.65% | 0.58% | 41 | +9,587 | 9.4% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Added to | 109,786 | 8,227 | 2.54% | 2.42% | 42 | +9,322 | 9.28% | Q4 2025 | Feb 12, 2026 |
| Brio Consultants, LLC | History | Reduced | 109,281 | 8,189 | 1.06% | 1.44% | 43 | -32,943 | -23.16% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 105,684 | 7,919 | 0.01% | 0.01% | 44 | -2,805 | -2.59% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 96,823 | 7,255 | 0.01% | 0.01% | 45 | -1,573 | -1.6% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 89,660 | 6,721 | 0.01% | 0.01% | 46 | +7,288 | 8.85% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 88,152 | 6,606 | 0.01% | — | 47 | +88,152 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 85,876 | 6,435 | 0.0% | 0.0% | 48 | +71,541 | 499.07% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | New | 78,709 | 5,898 | 0.26% | — | 49 | +78,709 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 78,388 | 5,874 | 0.01% | 0.01% | 50 | +13,434 | 20.68% | Q4 2025 | Mar 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 78,267 | 5,865 | 0.06% | 0.06% | 51 | -420 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 78,091 | 5,852 | 1.68% | 1.65% | 52 | +3,722 | 5.0% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 75,492 | 5,657 | 0.0% | 0.0% | 53 | +16,493 | 27.95% | Q4 2025 | Feb 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 75,220 | 5,637 | 0.78% | 0.84% | 54 | -1,509 | -1.97% | Q4 2025 | Jan 23, 2026 |
| Sepio Capital, LP | History | New | 67,359 | 5,047 | 0.28% | — | 55 | +67,359 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Added to | 67,000 | 5,021 | 0.15% | 0.14% | 56 | +3,494 | 5.5% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 60,039 | 4,499 | 0.03% | 0.03% | 57 | -111 | -0.18% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 59,166 | 4,434 | 0.0% | — | 58 | +59,166 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 57,901 | 4,339 | 0.0% | — | 59 | +57,901 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 54,313 | 4,070 | 0.0% | 0.0% | 60 | +20,295 | 59.66% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | New | 51,896 | 3,889 | 0.01% | — | 61 | +51,896 | New | Q4 2025 | Feb 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 51,179 | 3,835 | 3.38% | — | 62 | +51,179 | New | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,059 | 3,526 | 0.01% | 0.01% | 63 | +4,633 | 10.92% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 45,112 | 3,380 | 0.2% | 0.18% | 64 | +4,587 | 11.32% | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 44,911 | 3,365 | 0.11% | 0.11% | 65 | +1,449 | 3.33% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 40,148 | 3,008 | 0.0% | 0.0% | 66 | +25,978 | 183.33% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39,217 | 2,964 | 0.11% | 0.18% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 38,613 | 2,893 | 0.02% | 0.0% | 68 | +35,573 | 1170.16% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,093 | 2,854 | 0.0% | 0.0% | 69 | +27,134 | 247.6% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 37,344 | 2,798 | 0.51% | 0.02% | 70 | +22,153 | 145.83% | Q4 2025 | Mar 04, 2026 |
| Andina Capital Management, LLC | History | Added to | 36,366 | 2,725 | 1.65% | 1.48% | 71 | +917 | 2.59% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Added to | 35,659 | 2,672 | 0.06% | 0.06% | 72 | +2,567 | 7.76% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 33,653 | 2,521 | 0.02% | 0.02% | 73 | -2,970 | -8.11% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 29,171 | 2,375 | 0.5% | 0.37% | 74 | +11,053 | 61.01% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 31,004 | 2,323 | 0.03% | 0.0% | 75 | +30,951 | 58398.11% | Q4 2025 | Jan 16, 2026 |
| Centerpoint Advisors, LLC | History | No change | 30,637 | 2,296 | 0.71% | 0.7% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 28,908 | 2,166 | 0.0% | 0.0% | 77 | +5,976 | 26.06% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,600 | 2,068 | 0.0% | 0.0% | 78 | +1,976 | 7.71% | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | New | 26,466 | 1,983 | 0.04% | — | 79 | +26,466 | New | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 25,866 | 1,938 | 0.0% | — | 80 | +25,866 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,956 | 1,720 | 0.0% | 0.0% | 81 | +9,574 | 71.54% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 22,826 | 1,710 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 22,785 | 1,707 | 0.0% | 0.0% | 83 | -917 | -3.87% | Q4 2025 | Feb 17, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 22,700 | 1,701 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 21,612 | 1,619 | 0.01% | 0.0% | 85 | +15,152 | 234.55% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,381 | 1,602 | 0.0% | 0.0% | 86 | +18,087 | 549.09% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,747 | 1,479 | 0.01% | 0.01% | 87 | +733 | 3.86% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 19,555 | 1,465 | 0.51% | 0.52% | 88 | +262 | 1.36% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,242 | 1,441 | 0.0% | 0.0% | 89 | +4,094 | 27.03% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 19,202 | 1,438 | 0.0% | 0.0% | 90 | +13,332 | 227.12% | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,252 | 1,367 | 0.01% | 0.0% | 91 | +4,726 | 34.94% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 17,900 | 1,341 | 0.01% | — | 92 | +17,900 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 17,823 | 1,335 | 0.93% | 1.0% | 93 | +302 | 1.72% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 17,652 | 1,322 | 0.01% | 0.01% | 94 | +672 | 3.96% | Q4 2025 | Feb 09, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 17,340 | 1,299 | 1.04% | 1.0% | 95 | -740 | -4.09% | Q4 2025 | Jan 08, 2026 |
| REGIONS FINANCIAL CORP | History | New | 16,864 | 1,263 | 0.01% | — | 96 | +16,864 | New | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,533 | 1,238 | 0.0% | 0.0% | 97 | -4,302 | -20.65% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | New | 16,361 | 1,226 | 0.32% | — | 98 | +16,361 | New | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO | History | Added to | 15,466 | 1,210 | 0.01% | 0.01% | 99 | +3,589 | 30.22% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 14,880 | 1,179 | 0.05% | 0.01% | 100 | +11,447 | 333.44% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | New | 15,519 | 1,133 | 0.0% | — | 101 | +15,519 | New | Q4 2025 | Mar 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 14,513 | 1,087 | 0.04% | 0.04% | 102 | +51 | 0.35% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,976 | 1,047 | 0.0% | 0.0% | 103 | +2,005 | 16.75% | Q4 2025 | Feb 05, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 13,716 | 1,027 | 0.08% | 0.08% | 104 | -484 | -3.41% | Q4 2025 | Jan 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 12,682 | 1,016 | 0.47% | 0.59% | 105 | -365 | -2.8% | Q4 2025 | Jan 26, 2026 |
| TFR Capital, LLC. | History | Reduced | 13,338 | 999 | 0.33% | 0.34% | 106 | -621 | -4.45% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 13,247 | 993 | 0.0% | 0.0% | 107 | -21 | -0.16% | Q4 2025 | Jan 26, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 12,059 | 978 | 0.24% | — | 108 | +12,059 | New | Q4 2025 | Jan 23, 2026 |
| Strong Tower Advisory Services | History | Added to | 12,419 | 930 | 0.17% | 0.16% | 110 | +852 | 7.37% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,420 | 930 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,853 | 888 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | New | 11,825 | 886 | 0.04% | — | 112 | +11,825 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,433 | 856 | 0.01% | 0.0% | 114 | +7,271 | 174.7% | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 11,427 | 856 | 0.28% | 0.29% | 113 | -49 | -0.43% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,196 | 839 | 0.02% | 0.02% | 116 | -21 | -0.19% | Q4 2025 | Feb 03, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,206 | 839 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 11,142 | 835 | 0.42% | 0.44% | 117 | +8 | 0.07% | Q4 2025 | Feb 06, 2026 |
| CERTUITY, LLC | History | Added to | 10,337 | 774 | 0.05% | 0.05% | 118 | +39 | 0.38% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | New | 9,984 | 748 | 0.03% | — | 119 | +9,984 | New | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 9,928 | 744 | 0.03% | 0.03% | 120 | -1,600 | -13.88% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 9,819 | 735 | 0.0% | 0.0% | 121 | -1 | -0.01% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,427 | 706 | 0.0% | 0.0% | 122 | -911 | -8.81% | Q4 2025 | Feb 11, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 9,402 | 704 | 0.11% | 0.09% | 123 | +1,006 | 11.98% | Q4 2025 | Feb 06, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 3,584 | 698 | 0.34% | — | 124 | +3,584 | New | Q4 2025 | Jan 09, 2026 |
| Thayer Financial, L.L.C. | History | New | 9,060 | 678 | 0.72% | — | 125 | +9,060 | New | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 8,977 | 672 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 8,868 | 664 | 0.0% | 0.0% | 127 | -3,565 | -28.67% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 8,415 | 630 | 0.21% | 0.21% | 128 | +16 | 0.19% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 8,268 | 619 | 0.0% | 0.0% | 129 | +110 | 1.35% | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 7,889 | 599 | 0.23% | 0.23% | 130 | +661 | 9.14% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,746 | 580 | 0.0% | 0.0% | 131 | +2,994 | 63.01% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,491 | 561 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,483 | 560 | 0.01% | 0.01% | 133 | +218 | 3.0% | Q4 2025 | Jan 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7,388 | 553 | 0.0% | — | 134 | +7,388 | New | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,210 | 540 | 0.06% | 0.09% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,009 | 525 | 0.0% | — | 136 | +7,009 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 6,870 | 514 | 0.39% | 0.38% | 137 | +13 | 0.19% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 6,510 | 509 | 0.01% | 0.0% | 138 | +5,936 | 1034.15% | Q4 2025 | Jan 26, 2026 |
| Hilton Capital Management, LLC | History | New | 6,752 | 505 | 0.04% | — | 139 | +6,752 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,416 | 480 | 0.0% | 0.0% | 140 | +257 | 4.17% | Q4 2025 | Feb 18, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 6,267 | 469 | 0.21% | 0.21% | 141 | -147 | -2.29% | Q4 2025 | Jan 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 6,106 | 457 | 0.11% | 0.11% | 142 | -305 | -4.76% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,842 | 437 | 0.0% | 0.0% | 143 | +754 | 14.82% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,820 | 436 | 0.0% | 0.0% | 144 | +1,467 | 33.7% | Q4 2025 | Jan 05, 2026 |
| BESSEMER GROUP INC | History | No change | 5,749 | 431 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,555 | 416 | 0.01% | 0.01% | 146 | +1,889 | 51.53% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,364 | 406 | 0.0% | 0.0% | 147 | +12 | 0.22% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 5,278 | 400 | 0.06% | 0.06% | 148 | +2 | 0.04% | Q4 2025 | Jan 08, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 4,946 | 396 | 0.16% | 0.16% | 149 | -133 | -2.62% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | New | 5,230 | 391 | 0.01% | — | 150 | +5,230 | New | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | Added to | 4,862 | 364 | 0.02% | 0.02% | 151 | +238 | 5.15% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 4,834 | 362 | 0.04% | 0.04% | 152 | +1 | 0.02% | Q4 2025 | Jan 13, 2026 |
| NORDEN GROUP LLC | History | New | 4,800 | 359 | 0.04% | — | 153 | +4,800 | New | Q4 2025 | Jan 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,722 | 353 | 0.24% | 0.22% | 154 | +237 | 5.28% | Q4 2025 | Feb 05, 2026 |
| Altman Advisors, Inc. | History | Added to | 24,092 | 348 | 0.13% | 0.13% | 155 | +342 | 1.44% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,412 | 330 | 0.0% | 0.0% | 156 | +1,302 | 41.86% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,390 | 328 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 4,302 | 322 | 0.01% | 0.01% | 158 | +1,139 | 36.01% | Q4 2025 | Feb 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,309 | 322 | 0.03% | 0.03% | 159 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,247 | 318 | 0.0% | 0.0% | 160 | -44 | -1.03% | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | No change | 4,069 | 304 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,067 | 304 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| First National Advisers, LLC | History | No change | 4,053 | 303 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,018 | 301 | 0.0% | 0.0% | 164 | -2,834 | -41.36% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | No change | 4,000 | 299 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fairman Group, LLC | History | Added to | 3,961 | 296 | 0.24% | 0.13% | 167 | +1,697 | 74.96% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,963 | 296 | 0.02% | 0.02% | 166 | +418 | 11.79% | Q4 2025 | Jan 09, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 3,885 | 291 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 3,778 | 283 | 0.06% | 0.06% | 169 | -109 | -2.8% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,775 | 282 | 0.0% | 0.0% | 170 | +21 | 0.56% | Q4 2025 | Feb 17, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,665 | 274 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 3,627 | 271 | 0.0% | 0.0% | 172 | +318 | 9.61% | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,527 | 264 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 3,211 | 256 | 0.04% | 0.04% | 174 | -30 | -0.93% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,387 | 253 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,336 | 250 | 0.0% | 0.0% | 176 | -356 | -9.64% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,310 | 248 | 0.0% | 0.0% | 177 | +13 | 0.39% | Q4 2025 | Jan 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 3,202 | 239 | 0.02% | — | 179 | +3,202 | New | Q4 2025 | Feb 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 3,200 | 239 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,975 | 222 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 2,931 | 219 | 0.21% | 0.31% | 181 | -1,230 | -29.56% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | New | 2,912 | 218 | 0.01% | — | 182 | +2,912 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 2,918 | 218 | 0.01% | 0.01% | 183 | -2,163 | -42.57% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,783 | 208 | 0.01% | 0.01% | 184 | -924 | -24.93% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 2,720 | 206 | 0.0% | 0.0% | 185 | +2,577 | 1802.1% | Q4 2025 | Jan 15, 2026 |
| Opulen Financial Group LLC | History | Reduced | 2,762 | 206 | 0.15% | 0.16% | 186 | -29 | -1.04% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,705 | 202 | 0.0% | 0.01% | 187 | -4,652 | -63.23% | Q4 2025 | Feb 09, 2026 |
| Bill Few Associates, Inc. | History | New | 2,669 | 200 | 0.05% | — | 188 | +2,669 | New | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Added to | 2,265 | 169 | 0.01% | 0.01% | 189 | +1 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,942 | 145 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 1,580 | 118 | 0.0% | 0.0% | 191 | -5,323 | -77.11% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | New | 1,383 | 103 | 0.01% | — | 192 | +1,383 | New | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,247 | 93 | 0.0% | 0.0% | 193 | +157 | 14.4% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,175 | 88 | 0.0% | 0.0% | 194 | -50 | -4.08% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 1,174 | 87 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,143 | 85 | 0.0% | 0.0% | 196 | -38 | -3.22% | Q4 2025 | Feb 11, 2026 |
| New Republic Capital, LLC | History | No change | 963 | 72 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | New | 865 | 64 | 0.0% | — | 198 | +865 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 775 | 58 | 0.0% | — | 199 | +775 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 710 | 56 | 0.01% | 0.02% | 200 | -687 | -49.18% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | No change | 754 | 56 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | No change | 677 | 50 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 664 | 49 | 0.0% | — | 203 | +664 | New | Q4 2025 | Mar 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 565 | 42 | 0.0% | 0.0% | 204 | -645 | -53.31% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 512 | 38 | 0.0% | — | 205 | +502 | 5020.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | New | 400 | 29 | 0.0% | — | 206 | +400 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 382 | 28 | 0.0% | 0.0% | 207 | +309 | 423.29% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 366 | 27 | 0.0% | 0.0% | 208 | -21 | -5.43% | Q4 2025 | Feb 09, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 334 | 25 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 331 | 24 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Single Point Partners, LLC | History | Added to | 17,892 | 17 | 0.0% | 0.0% | 211 | +5,449 | 43.79% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Strategies & Associates | History | No change | 207 | 15 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 143 | 10 | 0.0% | — | 215 | +143 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 138 | 10 | 0.0% | 0.0% | 214 | +50 | 56.82% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 141 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 54 | 4 | 0.0% | 0.0% | 217 | -54 | -50.0% | Q4 2025 | Feb 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 55 | 4 | 0.0% | 0.0% | 216 | -33 | -37.5% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 218 | -43 | -70.49% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 17 | 1 | 0.0% | — | 220 | +17 | New | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -252,256 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -169,570 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,438 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,719 | -100.0% | Q3 2025 | Nov 07, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -815 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |