iSHARES TRUST - SUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,136,131 | 79,155 | 0.01% | 0.01% | 1 | -38,545 | -1.21% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 1,548,459 | 39,083 | 0.01% | 0.01% | 2 | +339,765 | 28.11% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 979,842 | 24,731 | 0.0% | 0.0% | 3 | -48,568 | -4.72% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 789,313 | 19,921 | 0.0% | 0.0% | 4 | -22,734 | -2.8% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 771,063 | 19,477 | 0.03% | 0.03% | 5 | +252,690 | 48.75% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 668,484 | 16,872 | 0.09% | — | 6 | +668,484 | New | Q4 2025 | Feb 18, 2026 |
| Acorns Advisers, LLC | History | Added to | 657,623 | 16,598 | 0.12% | 0.12% | 7 | +32,512 | 5.2% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 650,500 | 16,418 | 0.0% | — | 8 | +650,500 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 619,170 | 15,627 | 0.0% | 0.0% | 9 | +47,897 | 8.38% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 595,906 | 15,040 | 0.0% | 0.0% | 10 | -80,607 | -11.92% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 546,447 | 13,792 | 0.0% | 0.0% | 11 | +37,838 | 7.44% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 542,668 | 13,696 | 0.08% | 0.08% | 12 | +18,228 | 3.48% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 506,708 | 12,789 | 0.1% | 0.06% | 13 | +17,246 | 3.52% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 486,547 | 12,280 | 0.02% | 0.01% | 14 | +68,311 | 16.33% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 480,921 | 12,138 | 0.22% | 0.24% | 15 | +15,731 | 3.38% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 480,687 | 12,132 | 0.14% | 0.14% | 16 | -4,374 | -0.9% | Q4 2025 | Jan 21, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 457,113 | 11,537 | 5.96% | 6.08% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 448,957 | 11,331 | 0.02% | 0.02% | 18 | +24,317 | 5.73% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 445,511 | 11,244 | 0.05% | — | 19 | +445,511 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 438,884 | 11,077 | 0.0% | 0.0% | 20 | -3,868 | -0.87% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 437,666 | 11,046 | 0.43% | 0.39% | 21 | +47,877 | 12.28% | Q4 2025 | Jan 29, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 417,032 | 10,525 | 2.55% | 2.41% | 22 | +34,334 | 8.97% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 414,582 | 10,464 | 0.01% | 0.01% | 23 | +7,972 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Added to | 414,014 | 10,449 | 2.04% | 1.85% | 24 | +3,364 | 0.82% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 396,532 | 10,008 | 0.0% | 0.0% | 25 | -32,932 | -7.67% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 377,376 | 9,524 | 0.14% | 0.15% | 26 | -14,166 | -3.62% | Q4 2025 | Feb 09, 2026 |
| Destination Wealth Management | History | Added to | 355,309 | 8,968 | 0.23% | 0.24% | 27 | +10,469 | 3.04% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 337,424 | 8,516 | 0.02% | 0.01% | 28 | +34,897 | 11.54% | Q4 2025 | Feb 12, 2026 |
| Integris Wealth Management, LLC | History | Added to | 274,046 | 6,916 | 1.57% | 1.67% | 29 | +2,844 | 1.05% | Q4 2025 | Jan 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 262,853 | 6,634 | 0.0% | 0.0% | 30 | +3,856 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 260,094 | 6,564 | 0.13% | 0.13% | 31 | +25,390 | 10.82% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 259,438 | 6,548 | 0.0% | 0.0% | 32 | +17,902 | 7.41% | Q4 2025 | Feb 09, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 244,835 | 6,180 | 2.32% | 2.08% | 33 | +32,488 | 15.3% | Q4 2025 | Jan 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 243,655 | 6,149 | 0.54% | 0.5% | 34 | +24,492 | 11.18% | Q4 2025 | Feb 12, 2026 |
| Impact Investors, Inc | History | Added to | 210,986 | 5,325 | 3.69% | 2.91% | 35 | +36,599 | 20.99% | Q4 2025 | Jan 21, 2026 |
| Accredited Investors Inc. | History | Added to | 196,915 | 4,970 | 0.26% | 0.24% | 36 | +24,822 | 14.42% | Q4 2025 | Feb 05, 2026 |
| Northland Capital Management LLC | History | Added to | 192,970 | 4,870 | 2.73% | 2.76% | 37 | +6,690 | 3.59% | Q4 2025 | Jan 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 181,387 | 4,578 | 0.05% | 0.04% | 38 | +18,801 | 11.56% | Q4 2025 | Jan 13, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 168,151 | 4,244 | 0.81% | 0.85% | 39 | +9,464 | 5.96% | Q4 2025 | Jan 27, 2026 |
| IMPACTfolio, LLC | History | Added to | 166,336 | 4,198 | 1.76% | 1.6% | 40 | +20,224 | 13.84% | Q4 2025 | Jan 07, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 160,039 | 4,039 | 0.58% | 0.61% | 41 | -4,177 | -2.54% | Q4 2025 | Jan 12, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 149,407 | 3,771 | 1.22% | 1.25% | 42 | +1,980 | 1.34% | Q4 2025 | Jan 22, 2026 |
| Plancorp, LLC | History | No change | 147,281 | 3,717 | 0.11% | 0.12% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 145,901 | 3,682 | 0.07% | 0.1% | 44 | -34,307 | -19.04% | Q4 2025 | Feb 09, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 144,404 | 3,644 | 0.28% | 0.28% | 45 | +2,739 | 1.93% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 142,859 | 3,605 | 0.0% | 0.01% | 46 | +12,161 | 9.3% | Q4 2025 | Mar 09, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 136,936 | 3,456 | 0.5% | 0.54% | 47 | -4,791 | -3.38% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 131,863 | 3,328 | 0.04% | 0.03% | 48 | +19,272 | 17.12% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Development LLC | History | Added to | 127,177 | 3,209 | 2.71% | 2.76% | 49 | +6,826 | 5.67% | Q4 2025 | Feb 11, 2026 |
| Brio Consultants, LLC | History | Added to | 126,830 | 3,201 | 0.42% | 0.41% | 50 | +8,895 | 7.54% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 122,380 | 3,090 | 0.0% | 0.0% | 51 | +3,805 | 3.21% | Q4 2025 | Jan 08, 2026 |
| One Capital Management, LLC | History | Reduced | 121,159 | 3,058 | 0.09% | 0.1% | 52 | -1,697 | -1.38% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Added to | 120,970 | 3,053 | 0.24% | 0.24% | 53 | +6,214 | 5.41% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Added to | 114,767 | 2,896 | 0.0% | 0.0% | 54 | +12,242 | 11.94% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 98,256 | 2,479 | 0.08% | 0.1% | 55 | -38,143 | -27.96% | Q4 2025 | Jan 09, 2026 |
| NorthRock Partners, LLC | History | New | 97,838 | 2,469 | 0.04% | — | 56 | +97,838 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 96,235 | 2,428 | 0.0% | 0.0% | 57 | -6,305 | -6.15% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 95,913 | 2,420 | 0.0% | 0.0% | 58 | +2,334 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 90,393 | 2,281 | 0.03% | 0.02% | 59 | +7,746 | 9.37% | Q4 2025 | Jan 15, 2026 |
| PAYDEN & RYGEL | History | No change | 88,579 | 2,236 | 0.15% | 0.19% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 87,724 | 2,214 | 0.33% | 0.35% | 61 | -1,009 | -1.14% | Q4 2025 | Jan 13, 2026 |
| Flagstone Financial Management | History | Added to | 86,842 | 2,191 | 0.56% | 0.55% | 62 | +3,851 | 4.64% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 85,521 | 2,158 | 0.04% | 0.04% | 63 | +1,224 | 1.45% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 85,196 | 2,150 | 0.03% | 0.03% | 64 | +6,231 | 7.89% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 83,547 | 2,109 | 0.01% | 0.01% | 65 | -6,823 | -7.55% | Q4 2025 | Jan 26, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 82,365 | 2,078 | 0.8% | 1.05% | 66 | -20,322 | -19.79% | Q4 2025 | Jan 30, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 80,278 | 2,026 | 0.13% | 0.14% | 67 | +2,195 | 2.81% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 79,608 | 2,009 | 0.0% | 0.0% | 68 | -6,023 | -7.03% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 77,216 | 1,948 | 0.17% | 0.17% | 69 | -980 | -1.25% | Q4 2025 | Jan 30, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 76,530 | 1,931 | 0.27% | 0.28% | 70 | +570 | 0.75% | Q4 2025 | Jan 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 75,179 | 1,897 | 0.68% | 0.72% | 71 | +1,084 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 74,572 | 1,882 | 0.62% | 0.62% | 72 | +561 | 0.76% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,092 | 1,845 | 0.0% | 0.01% | 73 | +499 | 0.69% | Q4 2025 | Feb 05, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 70,000 | 1,766 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 64,339 | 1,623 | 0.0% | 0.0% | 75 | +6,372 | 10.99% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,774 | 1,584 | 0.02% | 0.02% | 76 | +12,036 | 23.72% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 61,351 | 1,548 | 0.02% | 0.02% | 77 | +3,112 | 5.34% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 60,438 | 1,525 | 0.0% | 0.0% | 78 | +12,028 | 24.85% | Q4 2025 | Jan 23, 2026 |
| Clarius Group, LLC | History | Added to | 59,424 | 1,499 | 0.09% | 0.09% | 79 | +1,989 | 3.46% | Q4 2025 | Jan 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 58,648 | 1,480 | 0.09% | 0.09% | 80 | +2,278 | 4.04% | Q4 2025 | Jan 21, 2026 |
| J.Safra Asset Management Corp | History | Added to | 58,228 | 1,469 | 0.08% | 0.09% | 81 | +279 | 0.48% | Q4 2025 | Feb 11, 2026 |
| eCIO, Inc. | History | Added to | 55,448 | 1,399 | 0.65% | 0.5% | 82 | +2,224 | 4.18% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 48,563 | 1,225 | 0.01% | 0.01% | 83 | +6,018 | 14.15% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 48,186 | 1,216 | 0.03% | 0.03% | 84 | +262 | 0.55% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,900 | 1,208 | 0.01% | 0.01% | 85 | +1,259 | 2.7% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 46,989 | 1,186 | 0.03% | 0.03% | 86 | +1,090 | 2.37% | Q4 2025 | Feb 04, 2026 |
| Fort Point Capital Partners LLC | History | No change | 45,519 | 1,149 | 0.13% | 0.14% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 45,477 | 1,147 | 0.0% | 0.01% | 88 | -3,504 | -7.15% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 44,651 | 1,126 | 0.01% | 0.01% | 89 | -992 | -2.17% | Q4 2025 | Feb 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 44,133 | 1,113 | 0.2% | 0.22% | 90 | -2,957 | -6.28% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 42,909 | 1,083 | 0.0% | 0.0% | 91 | +433 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 42,652 | 1,076 | 0.12% | 0.13% | 92 | -1,187 | -2.71% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 41,832 | 1,055 | 0.0% | 0.0% | 93 | -8,282 | -16.53% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 41,449 | 1,046 | 0.52% | 0.51% | 94 | +4,662 | 12.67% | Q4 2025 | Jan 26, 2026 |
| BIRCHBROOK, INC. | History | Added to | 40,346 | 1,018 | 0.51% | 0.48% | 96 | +3,469 | 9.41% | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | Added to | 40,358 | 1,018 | 0.09% | 0.09% | 95 | +2,322 | 6.1% | Q4 2025 | Jan 26, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 39,768 | 1,003 | 0.26% | 0.29% | 97 | -1,623 | -3.92% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,402 | 994 | 0.0% | 0.0% | 98 | +966 | 2.51% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,321 | 992 | 0.0% | 0.0% | 99 | +18,043 | 84.8% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 39,142 | 987 | 0.11% | — | 100 | +39,142 | New | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 38,918 | 982 | 0.03% | 0.03% | 101 | +4,156 | 11.96% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 38,831 | 980 | 0.0% | 0.0% | 102 | +384 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 38,582 | 973 | 0.69% | 0.67% | 103 | +1,760 | 4.78% | Q4 2025 | Jan 08, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 38,203 | 964 | 0.23% | 0.23% | 104 | -180 | -0.47% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 36,976 | 933 | 0.01% | 0.01% | 105 | -4,324 | -10.47% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 36,358 | 917 | 0.0% | 0.0% | 106 | +544 | 1.52% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,281 | 915 | 0.0% | — | 107 | +36,281 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 34,873 | 880 | 0.0% | 0.0% | 108 | +10,202 | 41.35% | Q4 2025 | Feb 17, 2026 |
| Level Financial Advisors | History | Added to | 34,826 | 879 | 0.23% | 0.25% | 109 | +297 | 0.86% | Q4 2025 | Jan 26, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 34,545 | 871 | 0.09% | 0.06% | 110 | +10,000 | 40.74% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,517 | 871 | 0.0% | 0.0% | 111 | +6,724 | 24.19% | Q4 2025 | Mar 16, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 33,749 | 851 | 0.1% | 0.07% | 112 | +9,851 | 41.22% | Q4 2025 | Jan 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 33,200 | 837 | 0.04% | 0.04% | 113 | +600 | 1.84% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 32,395 | 817 | 0.06% | 0.06% | 114 | -1,066 | -3.19% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Added to | 29,799 | 752 | 0.03% | 0.03% | 115 | +410 | 1.4% | Q4 2025 | Feb 17, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 28,989 | 731 | 0.05% | 0.06% | 116 | -1,126 | -3.74% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | Added to | 28,957 | 730 | 0.3% | 0.33% | 117 | +334 | 1.17% | Q4 2025 | Jan 21, 2026 |
| Hardy Reed LLC | History | No change | 28,543 | 720 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J. Mark Nickell & Co. | History | New | 28,364 | 715 | 0.66% | — | 119 | +28,364 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,311 | 714 | 0.0% | 0.0% | 120 | +5,118 | 22.07% | Q4 2025 | Feb 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 26,925 | 679 | 0.12% | 0.13% | 121 | +788 | 3.01% | Q4 2025 | Jan 13, 2026 |
| VERITY Wealth Advisors | History | No change | 26,322 | 664 | 0.41% | 0.42% | 122 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 26,259 | 662 | 0.02% | 0.02% | 123 | +1,456 | 5.87% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 25,147 | 634 | 0.02% | 0.02% | 124 | +999 | 4.14% | Q4 2025 | Feb 13, 2026 |
| Tempo Wealth, LLC | History | New | 24,996 | 630 | 0.11% | — | 125 | +24,996 | New | Q4 2025 | Feb 25, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 24,290 | 613 | 0.11% | 0.1% | 126 | +2,065 | 9.29% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 24,211 | 611 | 0.02% | 0.02% | 127 | +361 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 23,841 | 601 | 0.0% | 0.0% | 128 | +544 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 23,337 | 589 | 0.04% | 0.04% | 129 | +436 | 1.9% | Q4 2025 | Jan 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 22,899 | 577 | 0.04% | 0.04% | 130 | +883 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 22,851 | 576 | 0.51% | — | 131 | +22,851 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 22,799 | 575 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Exchange Bank | History | Added to | 22,671 | 572 | 0.4% | 0.37% | 133 | +1,505 | 7.11% | Q4 2025 | Jan 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 21,886 | 552 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | New | 21,711 | 548 | 0.04% | — | 135 | +21,711 | New | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 21,576 | 544 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kelsey Financial, LLC | History | New | 21,533 | 543 | 0.47% | — | 137 | +21,533 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,512 | 542 | 0.01% | 0.0% | 138 | +13,666 | 174.18% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,154 | 533 | 0.0% | 0.0% | 139 | -3,894 | -15.55% | Q4 2025 | Feb 12, 2026 |
| Keener Financial Planning LLC | History | Added to | 20,747 | 523 | 0.23% | 0.24% | 140 | +699 | 3.49% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Added to | 20,711 | 522 | 0.05% | 0.04% | 141 | +4,444 | 27.32% | Q4 2025 | Feb 11, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 20,600 | 519 | 0.31% | 0.33% | 142 | +607 | 3.04% | Q4 2025 | Jan 12, 2026 |
| HEADINVEST, LLC | History | Added to | 20,459 | 516 | 0.1% | 0.1% | 143 | +465 | 2.33% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | No change | 20,261 | 511 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 19,655 | 496 | 0.13% | 0.13% | 145 | +732 | 3.87% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,527 | 492 | 0.01% | 0.01% | 146 | -5,809 | -22.93% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 19,195 | 484 | 0.36% | 0.32% | 147 | +3,580 | 22.93% | Q4 2025 | Jan 27, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 19,072 | 481 | 0.06% | 0.06% | 148 | +257 | 1.37% | Q4 2025 | Jan 14, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 18,907 | 477 | 0.23% | 0.21% | 149 | +1,972 | 11.64% | Q4 2025 | Jan 29, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 18,870 | 476 | 0.03% | 0.07% | 150 | -7,301 | -27.9% | Q4 2025 | Jan 29, 2026 |
| One Day In July LLC | History | Reduced | 18,572 | 468 | 0.04% | 0.05% | 151 | -3,547 | -16.04% | Q4 2025 | Feb 04, 2026 |
| Townsend Financial Planning, LLC | History | New | 18,406 | 464 | 0.46% | — | 152 | +18,406 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,296 | 461 | 0.01% | 0.01% | 153 | +7,521 | 69.8% | Q4 2025 | Feb 02, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 18,114 | 457 | 0.25% | — | 154 | +18,114 | New | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 17,526 | 442 | 0.05% | 0.07% | 155 | -4,600 | -20.79% | Q4 2025 | Feb 02, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 17,203 | 434 | 0.07% | 0.09% | 156 | -3,457 | -16.73% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,691 | 421 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 16,404 | 414 | 0.03% | 0.03% | 158 | +154 | 0.95% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,330 | 412 | 0.01% | 0.01% | 159 | -11,043 | -40.34% | Q4 2025 | Feb 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 16,260 | 410 | 0.02% | 0.02% | 160 | +37 | 0.23% | Q4 2025 | Jan 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 15,859 | 400 | 0.09% | 0.13% | 161 | +992 | 6.67% | Q4 2025 | Feb 12, 2026 |
| TRUEFG, LLC | History | Added to | 15,651 | 395 | 0.11% | 0.11% | 162 | +297 | 1.93% | Q4 2025 | Jan 21, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 15,226 | 384 | 0.15% | 0.15% | 163 | +638 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Goepper Burkhardt LLC | History | Added to | 15,094 | 380 | 0.12% | 0.12% | 164 | +1,500 | 11.03% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,883 | 376 | 0.0% | 0.0% | 165 | +1,200 | 8.77% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 14,871 | 375 | 0.04% | 0.05% | 166 | -3,402 | -18.62% | Q4 2025 | Jan 27, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 14,800 | 373 | 0.0% | 0.0% | 167 | -38,933 | -72.46% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 14,586 | 368 | 0.02% | 0.02% | 168 | +56 | 0.39% | Q4 2025 | Mar 04, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 14,322 | 361 | 0.01% | 0.01% | 169 | -514 | -3.46% | Q4 2025 | Feb 05, 2026 |
| Symmetry Partners, LLC | History | Reduced | 14,298 | 360 | 0.02% | 0.05% | 170 | -2,468 | -14.72% | Q4 2025 | Jan 27, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 14,231 | 359 | 0.29% | — | 171 | +14,231 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 13,949 | 352 | 0.33% | — | 173 | +13,949 | New | Q4 2025 | Feb 13, 2026 |
| Veridan Wealth LLC | History | Added to | 13,984 | 352 | 0.12% | 0.12% | 172 | +223 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,766 | 347 | 0.0% | 0.0% | 174 | -6,626 | -32.49% | Q4 2025 | Feb 17, 2026 |
| Equita Financial Network, Inc. | History | Added to | 13,759 | 347 | 0.1% | 0.1% | 175 | +2,201 | 19.04% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,619 | 343 | 0.0% | 0.0% | 176 | +15 | 0.11% | Q4 2025 | Feb 18, 2026 |
| Marshall Financial Group, LLC | History | Added to | 13,474 | 340 | 0.07% | 0.06% | 177 | +757 | 5.95% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Reduced | 13,447 | 339 | 0.0% | 0.0% | 178 | -437 | -3.15% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 13,253 | 334 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 13,101 | 330 | 0.34% | — | 180 | +13,101 | New | Q4 2025 | Jan 21, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 12,830 | 323 | 0.16% | 0.17% | 181 | +445 | 3.59% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 12,765 | 322 | 0.01% | 0.01% | 182 | +132 | 1.04% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,745 | 321 | 0.01% | 0.02% | 183 | -7,130 | -35.87% | Q4 2025 | Feb 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 12,602 | 318 | 0.04% | 0.05% | 184 | -250 | -1.95% | Q4 2025 | Jan 26, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 12,566 | 317 | 0.14% | 0.14% | 185 | +27 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,481 | 315 | 0.0% | 0.0% | 186 | -1,000 | -7.42% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 12,459 | 314 | 0.04% | 0.04% | 187 | +1,577 | 14.49% | Q4 2025 | Jan 23, 2026 |
| Mason & Associates Inc | History | Added to | 12,362 | 312 | 0.06% | 0.06% | 188 | +60 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Financial Plan, Inc. | History | New | 12,305 | 310 | 0.04% | — | 189 | +12,305 | New | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,192 | 307 | 0.0% | 0.0% | 190 | -44,927 | -78.66% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,791 | 297 | 0.02% | 0.02% | 191 | +1,213 | 11.47% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,739 | 296 | 0.01% | 0.02% | 192 | +306 | 2.68% | Q4 2025 | Feb 05, 2026 |
| Napier Financial, LLC | History | New | 11,342 | 286 | 0.07% | — | 193 | +11,342 | New | Q4 2025 | Feb 11, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 11,141 | 281 | 0.23% | — | 194 | +11,141 | New | Q4 2025 | Mar 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,097 | 280 | 0.01% | 0.01% | 195 | +2,052 | 22.69% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 11,041 | 278 | 0.24% | — | 197 | +11,041 | New | Q4 2025 | Feb 10, 2026 |
| Tribridge Partners Financial LLC | History | New | 11,021 | 278 | 0.12% | — | 196 | +11,021 | New | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,944 | 276 | 0.01% | 0.0% | 198 | +2,019 | 22.62% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,926 | 275 | 0.0% | 0.0% | 199 | +908 | 9.06% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 10,660 | 269 | 0.0% | — | 200 | +10,660 | New | Q4 2025 | Feb 18, 2026 |
| Wells Financial Advisors INC | History | No change | 10,660 | 269 | 0.51% | 0.36% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,629 | 268 | 0.02% | 0.02% | 202 | -2,615 | -19.74% | Q4 2025 | Jan 27, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 10,491 | 264 | 0.04% | 0.04% | 203 | +19 | 0.18% | Q4 2025 | Jan 09, 2026 |
| LRI Investments, LLC | History | Added to | 10,447 | 263 | 0.02% | 0.02% | 204 | +73 | 0.7% | Q4 2025 | Feb 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,419 | 262 | 0.01% | 0.01% | 205 | -424 | -3.91% | Q4 2025 | Feb 19, 2026 |
| WESBANCO BANK INC | History | Added to | 10,319 | 260 | 0.01% | 0.01% | 206 | +1,411 | 15.84% | Q4 2025 | Feb 03, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 10,261 | 258 | 0.12% | 0.12% | 207 | +36 | 0.35% | Q4 2025 | Jan 26, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,168 | 256 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 9,787 | 247 | 0.04% | 0.04% | 209 | +7 | 0.07% | Q4 2025 | Jan 27, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 9,671 | 244 | 0.17% | 0.18% | 210 | -251 | -2.53% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 9,606 | 242 | 0.0% | 0.0% | 211 | -3,011 | -23.86% | Q4 2025 | Jan 29, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 9,510 | 240 | 0.12% | 0.12% | 212 | +273 | 2.96% | Q4 2025 | Jan 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 9,463 | 238 | 0.11% | 0.11% | 213 | +600 | 6.77% | Q4 2025 | Jan 29, 2026 |
| PDS Planning, Inc | History | Added to | 9,098 | 229 | 0.02% | 0.02% | 214 | +333 | 3.8% | Q4 2025 | Jan 26, 2026 |
| DORVAL Corp | History | No change | 9,074 | 229 | 0.07% | 0.08% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Reduced | 9,045 | 228 | 0.01% | 0.01% | 216 | -87 | -0.95% | Q4 2025 | Jan 26, 2026 |
| Seaside Wealth Management, Inc. | History | New | 8,939 | 225 | 0.06% | — | 218 | +8,939 | New | Q4 2025 | Feb 17, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,922 | 225 | 0.07% | 0.07% | 219 | +133 | 1.51% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 8,926 | 225 | 0.0% | 0.0% | 217 | -30 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 8,901 | 224 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| True Link Financial Advisors, LLC | History | New | 8,867 | 223 | 0.01% | — | 221 | +8,867 | New | Q4 2025 | Jan 29, 2026 |
| American Money Management, LLC | History | New | 8,704 | 219 | 0.03% | — | 222 | +8,704 | New | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 8,588 | 216 | 0.0% | — | 223 | +8,588 | New | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 8,408 | 212 | 0.03% | 0.03% | 224 | +93 | 1.12% | Q4 2025 | Jan 16, 2026 |
| Bigelow Investment Advisors, LLC | History | New | 8,292 | 209 | 0.08% | — | 225 | +8,292 | New | Q4 2025 | Jan 28, 2026 |
| ANB BANK | History | New | 8,259 | 208 | 0.08% | — | 228 | +8,259 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,258 | 208 | 0.0% | 0.0% | 227 | +122 | 1.5% | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Added to | 8,247 | 208 | 0.1% | 0.1% | 226 | +60 | 0.73% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 7,982 | 201 | 0.0% | 0.0% | 229 | -33 | -0.41% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,260 | 183 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,982 | 176 | 0.05% | 0.04% | 231 | +2,429 | 53.35% | Q4 2025 | Feb 06, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 6,788 | 171 | 0.07% | 0.07% | 232 | +168 | 2.54% | Q4 2025 | Jan 28, 2026 |
| Hills Bank & Trust Co | History | Added to | 6,694 | 168 | 0.01% | 0.01% | 233 | +139 | 2.12% | Q4 2025 | Feb 05, 2026 |
| Finley Financial, LLC | History | No change | 6,150 | 155 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 6,109 | 154 | 0.03% | 0.06% | 235 | -4,381 | -41.76% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | Added to | 6,090 | 153 | 0.05% | 0.05% | 237 | +775 | 14.58% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,063 | 153 | 0.0% | 0.0% | 236 | -11 | -0.18% | Q4 2025 | Feb 12, 2026 |
| American Capital Advisory, LLC | History | No change | 5,890 | 148 | 0.06% | 0.07% | 238 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,609 | 141 | 0.12% | — | 239 | +5,609 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,469 | 138 | 0.01% | — | 240 | +5,469 | New | Q4 2025 | Jan 21, 2026 |
| WFA of San Diego, LLC | History | No change | 5,501 | 138 | 0.1% | 0.09% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,342 | 134 | 0.0% | 0.0% | 242 | +2,778 | 108.35% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | Added to | 5,319 | 134 | 0.01% | 0.01% | 243 | +458 | 9.42% | Q4 2025 | Feb 06, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 5,044 | 127 | 0.07% | 0.07% | 244 | +38 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 4,885 | 123 | 0.02% | 0.02% | 245 | +4 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,675 | 117 | 0.03% | 0.03% | 246 | +373 | 8.67% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 4,590 | 115 | 0.0% | 0.0% | 247 | +819 | 21.72% | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 4,258 | 107 | 0.02% | 0.05% | 248 | -4,683 | -52.38% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | No change | 3,783 | 95 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 3,703 | 93 | 0.03% | 0.03% | 250 | -375 | -9.2% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,467 | 87 | 0.0% | 0.0% | 251 | -157 | -4.33% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 3,402 | 85 | 0.01% | — | 252 | +3,402 | New | Q4 2025 | Mar 04, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 3,200 | 80 | 0.03% | 0.05% | 253 | -2,579 | -44.63% | Q4 2025 | Feb 05, 2026 |
| Gould Capital, LLC | History | Added to | 3,057 | 77 | 0.05% | 0.05% | 254 | +150 | 5.16% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 3,045 | 76 | 0.01% | — | 255 | +3,045 | New | Q4 2025 | Feb 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,991 | 75 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,953 | 74 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 2,629 | 66 | 0.02% | 0.02% | 258 | +155 | 6.27% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,958 | 49 | 0.0% | 0.0% | 259 | -90 | -4.39% | Q4 2025 | Jan 26, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 1,924 | 48 | 0.03% | 0.02% | 260 | +166 | 9.44% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | No change | 1,744 | 44 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,708 | 43 | 0.0% | 0.0% | 262 | +692 | 68.11% | Q4 2025 | Feb 06, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,722 | 43 | 0.0% | 0.0% | 263 | +308 | 21.78% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | New | 1,678 | 42 | 0.02% | — | 265 | +1,678 | New | Q4 2025 | Feb 02, 2026 |
| Bangor Savings Bank | History | No change | 1,680 | 42 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PITTENGER & ANDERSON INC | History | New | 1,590 | 40 | 0.0% | — | 266 | +1,590 | New | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 1,590 | 40 | 0.0% | 0.0% | 267 | +1,372 | 629.36% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 1,572 | 39 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,485 | 37 | 0.02% | 0.03% | 270 | -1,440 | -49.23% | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,470 | 37 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,081 | 27 | 0.01% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 795 | 20 | 0.0% | 0.0% | 273 | +12 | 1.53% | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 754 | 19 | 0.0% | 0.0% | 274 | -45 | -5.63% | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | No change | 781 | 19 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 749 | 18 | 0.0% | 0.0% | 276 | +75 | 11.13% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 694 | 17 | 0.0% | — | 277 | +694 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 609 | 15 | 0.0% | 0.0% | 278 | -66 | -9.78% | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | Reduced | 592 | 14 | 0.0% | 0.0% | 279 | -518 | -46.67% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 550 | 13 | 0.0% | 0.0% | 280 | +350 | 175.0% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 541 | 13 | 0.0% | 0.0% | 281 | +70 | 14.86% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 400 | 10 | 0.0% | 0.0% | 282 | -266 | -39.94% | Q4 2025 | Jan 28, 2026 |
| Winthrop Capital Management, LLC | History | No change | 365 | 9 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 355 | 8 | 0.0% | 0.0% | 284 | +284 | 400.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | New | 301 | 7 | 0.0% | — | 287 | +301 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 299 | 7 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 289 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 308 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 268 | 6 | 0.0% | 0.0% | 289 | +1 | 0.37% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190 | 4 | 0.0% | 0.0% | 292 | +120 | 171.43% | Q4 2025 | Feb 10, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 177 | 4 | 0.0% | 0.0% | 295 | -112 | -38.75% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 193 | 4 | 0.0% | 0.0% | 290 | +29 | 17.68% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 159 | 4 | 0.0% | 0.0% | 293 | +25 | 18.66% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 177 | 4 | 0.0% | 0.0% | 294 | +3 | 1.72% | Q4 2025 | Feb 03, 2026 |
| NBT BANK N A /NY | History | No change | 25 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 146 | 3 | 0.0% | — | 298 | +146 | New | Q4 2025 | Feb 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 116 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 64 | 1 | 0.0% | — | 300 | +64 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 48 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | No change | 75 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -92,752 | -100.0% | Q3 2025 | Oct 15, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Traveka Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -17,852 | -100.0% | Q3 2025 | Oct 17, 2025 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -16,253 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Elm Partners Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,819 | -100.0% | Q3 2025 | Nov 04, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,317 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,111 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ALESCO ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,839 | -100.0% | Q3 2025 | Oct 29, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,943 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,400 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,230 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,080 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,777 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -813 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 05, 2026 |
| Russell Investments Group, Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |