iSHARES TRUST - SUSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of Italy | History | No change | 887,779 | 107,658 | 4.68% | 5.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 732,489 | 88,826 | 0.14% | 0.15% | 2 | -59,478 | -7.51% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 593,363 | 71,954 | 0.0% | 0.0% | 3 | +182,906 | 44.56% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 443,839 | 53,822 | 0.0% | 0.0% | 4 | -2,332 | -0.52% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 375,313 | 45,513 | 0.01% | — | 5 | +375,313 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 254,439 | 31,257 | 0.04% | 0.04% | 6 | +9,577 | 3.91% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Reduced | 202,524 | 24,559 | 0.02% | 0.02% | 7 | -2,349 | -1.15% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 191,568 | 23,230 | 0.1% | — | 8 | +191,568 | New | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Added to | 148,459 | 18,003 | 2.49% | 2.4% | 9 | +5,179 | 3.61% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 99,715 | 12,092 | 0.05% | — | 10 | +99,715 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 90,642 | 10,991 | 0.0% | 0.0% | 11 | +31,508 | 53.28% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 83,118 | 10,079 | 0.15% | 0.15% | 12 | +2,114 | 2.61% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 78,991 | 9,578 | 0.05% | 0.05% | 13 | -4,630 | -5.54% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 76,728 | 9,304 | 0.09% | 0.09% | 14 | -1,223 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 72,632 | 8,807 | 0.23% | 0.23% | 15 | +8,474 | 13.21% | Q4 2025 | Feb 02, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 63,122 | 7,654 | 0.94% | 0.94% | 16 | -705 | -1.1% | Q4 2025 | Feb 02, 2026 |
| W ADVISORS, LLC | History | Reduced | 56,947 | 6,905 | 3.47% | 3.6% | 17 | -1,497 | -2.56% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 56,439 | 6,844 | 0.25% | 0.37% | 18 | -30,355 | -34.97% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,787 | 6,765 | 0.01% | 0.01% | 19 | -5,312 | -8.69% | Q4 2025 | Feb 12, 2026 |
| SK Wealth Management, LLC | History | Reduced | 51,148 | 6,314 | 1.76% | 2.32% | 20 | -1,657 | -3.14% | Q4 2025 | Jan 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 49,132 | 5,958 | 2.3% | 2.25% | 21 | -45 | -0.09% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 42,861 | 5,197 | 0.06% | 0.05% | 22 | -1,022 | -2.33% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 42,411 | 5,143 | 0.04% | 0.04% | 23 | -77 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Xena Financial Planning, LLC | History | New | 41,724 | 5,059 | 5.94% | — | 24 | +41,724 | New | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,684 | 3,602 | 0.01% | 0.0% | 25 | -1,516 | -4.86% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 28,404 | 3,444 | 0.33% | 0.32% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 26,053 | 3,159 | 0.0% | 0.0% | 27 | +773 | 3.06% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,775 | 3,004 | 0.0% | 0.0% | 28 | -1,094 | -4.23% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,811 | 2,887 | 0.0% | 0.0% | 29 | +459 | 1.97% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,507 | 2,850 | 0.0% | 0.0% | 30 | -514 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Omega Financial Group, LLC | History | Reduced | 20,788 | 2,520 | 0.83% | 0.84% | 31 | -1,014 | -4.65% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 20,747 | 2,515 | 0.03% | 0.03% | 32 | +1,205 | 6.17% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,108 | 2,317 | 0.0% | 0.0% | 33 | -7,509 | -28.21% | Q4 2025 | Mar 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 18,167 | 2,203 | 0.46% | 0.47% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,937 | 2,175 | 0.01% | 0.01% | 35 | +1,385 | 8.37% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,129 | 2,077 | 0.02% | 0.01% | 36 | +5,094 | 42.33% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 17,037 | 2,066 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,986 | 2,059 | 0.01% | 0.01% | 38 | +2,583 | 17.93% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 16,901 | 2,049 | 0.28% | 0.29% | 39 | +1,079 | 6.82% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,387 | 1,987 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,217 | 1,966 | 0.0% | 0.0% | 41 | -204 | -1.24% | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 15,999 | 1,940 | 0.14% | 0.14% | 42 | -89 | -0.55% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,706 | 1,904 | 0.05% | 0.05% | 43 | -1 | -0.01% | Q4 2025 | Jan 29, 2026 |
| Values Added Financial LLC | History | No change | 15,516 | 1,881 | 0.79% | 0.81% | 44 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 15,452 | 1,873 | 0.09% | 0.15% | 45 | -8,942 | -36.66% | Q4 2025 | Jan 12, 2026 |
| Keebeck Wealth Management | History | No change | 15,261 | 1,850 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,646 | 1,776 | 0.0% | 0.0% | 47 | -16,442 | -52.89% | Q4 2025 | Feb 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 14,493 | 1,757 | 0.49% | 0.53% | 48 | -584 | -3.87% | Q4 2025 | Jan 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 13,742 | 1,666 | 0.04% | 0.04% | 49 | -215 | -1.54% | Q4 2025 | Jan 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 13,388 | 1,623 | 0.22% | 0.26% | 50 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Obsido Oy | History | Added to | 13,367 | 1,620 | 1.0% | 0.96% | 51 | +1,001 | 8.09% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 10,581 | 1,283 | 0.18% | 0.19% | 52 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,789 | 1,187 | 0.0% | 0.0% | 53 | +82 | 0.84% | Q4 2025 | Feb 05, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,600 | 1,164 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,336 | 1,132 | 0.02% | 0.03% | 55 | -247 | -2.58% | Q4 2025 | Feb 03, 2026 |
| SNS Financial Group, LLC | History | Reduced | 8,844 | 1,072 | 0.09% | 0.12% | 56 | -3,085 | -25.86% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,708 | 1,055 | 0.01% | 0.02% | 57 | -5,221 | -37.48% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,514 | 1,032 | 0.0% | 0.0% | 58 | -7,891 | -48.1% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,514 | 1,032 | 0.01% | 0.01% | 59 | -180 | -2.07% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,060 | 977 | 0.0% | 0.0% | 60 | -64 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 8,000 | 970 | 0.04% | 0.04% | 61 | +6 | 0.08% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,695 | 933 | 0.0% | 0.0% | 62 | -87 | -1.12% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,679 | 931 | 0.01% | 0.0% | 63 | +436 | 6.02% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,544 | 914 | 0.01% | 0.01% | 64 | -174 | -2.25% | Q4 2025 | Jan 20, 2026 |
| Friedenthal Financial | History | Reduced | 7,281 | 882 | 0.45% | 0.48% | 65 | -599 | -7.6% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,187 | 871 | 0.02% | 0.02% | 66 | -368 | -4.87% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,350 | 770 | 0.17% | — | 67 | +6,350 | New | Q4 2025 | Feb 18, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,281 | 761 | 0.05% | 0.05% | 68 | -106 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,198 | 751 | 0.01% | 0.01% | 69 | +595 | 10.62% | Q4 2025 | Jan 16, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 6,159 | 746 | 0.06% | 0.06% | 70 | -81 | -1.3% | Q4 2025 | Jan 23, 2026 |
| Aries Wealth Management | History | No change | 5,976 | 724 | 0.16% | 0.17% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,737 | 695 | 0.0% | 0.0% | 72 | -30 | -0.52% | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | Added to | 5,721 | 693 | 0.05% | 0.05% | 73 | +169 | 3.04% | Q4 2025 | Jan 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,505 | 668 | 0.01% | 0.01% | 74 | -133 | -2.36% | Q4 2025 | Jan 05, 2026 |
| BEACON FINANCIAL GROUP | History | New | 5,443 | 660 | 0.07% | — | 75 | +5,443 | New | Q4 2025 | Apr 01, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,021 | 608 | 0.04% | 0.04% | 76 | +15 | 0.3% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,864 | 589 | 0.02% | 0.02% | 77 | +419 | 9.43% | Q4 2025 | Feb 06, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,821 | 584 | 0.06% | 0.04% | 78 | +1,423 | 41.88% | Q4 2025 | Jan 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,745 | 575 | 0.06% | 0.06% | 79 | +14 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 4,695 | 569 | 0.36% | — | 80 | +4,695 | New | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Added to | 4,686 | 568 | 0.03% | 0.03% | 81 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 4,655 | 564 | 0.2% | — | 82 | +4,655 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 4,598 | 557 | 0.0% | 0.0% | 83 | +188 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 4,479 | 554 | 0.22% | 0.22% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,509 | 546 | 0.0% | — | 85 | +4,509 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,505 | 546 | 0.0% | 0.0% | 86 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 4,265 | 517 | 0.0% | — | 87 | +4,265 | New | Q4 2025 | Jan 26, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 4,262 | 517 | 0.07% | 0.07% | 88 | -404 | -8.66% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,206 | 510 | 0.01% | 0.02% | 89 | -72 | -1.68% | Q4 2025 | Feb 19, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 4,137 | 501 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vested Financial Planning, LLC | History | No change | 4,019 | 487 | 0.38% | 0.38% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 4,000 | 485 | 0.0% | 0.0% | 92 | -600 | -13.04% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,883 | 470 | 0.0% | 0.0% | 93 | +540 | 16.15% | Q4 2025 | Feb 17, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,767 | 460 | 0.14% | 0.15% | 94 | +11 | 0.29% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 3,755 | 455 | 0.03% | 0.03% | 95 | -130 | -3.35% | Q4 2025 | Feb 05, 2026 |
| Foster Group, Inc. | History | Added to | 3,638 | 441 | 0.01% | 0.01% | 96 | +99 | 2.8% | Q4 2025 | Jan 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 3,619 | 438 | 0.0% | 0.0% | 97 | +300 | 9.04% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,408 | 413 | 0.02% | 0.02% | 98 | +343 | 11.19% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 3,392 | 411 | 0.0% | 0.0% | 99 | -68 | -1.97% | Q4 2025 | Feb 13, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 3,371 | 408 | 0.06% | 0.05% | 100 | +233 | 7.43% | Q4 2025 | Feb 04, 2026 |
| Balance Wealth, LLC | History | Reduced | 3,336 | 404 | 0.13% | 0.11% | 101 | -328 | -8.95% | Q4 2025 | Jan 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 3,257 | 394 | 0.04% | 0.06% | 102 | -1,390 | -29.91% | Q4 2025 | Jan 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,222 | 390 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MKT Advisors LLC | History | No change | 3,130 | 382 | 0.13% | 0.14% | 104 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GenTrust, LLC | History | Reduced | 3,112 | 377 | 0.02% | 0.03% | 105 | -2,563 | -45.16% | Q4 2025 | Feb 02, 2026 |
| Veridan Wealth LLC | History | Reduced | 3,076 | 372 | 0.12% | 0.13% | 106 | -42 | -1.35% | Q4 2025 | Feb 13, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 3,021 | 366 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 2,930 | 355 | 0.03% | 0.03% | 108 | -142 | -4.62% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,880 | 349 | 0.0% | 0.0% | 109 | +199 | 7.42% | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | No change | 2,872 | 348 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,866 | 347 | 0.01% | 0.01% | 111 | -91 | -3.08% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | No change | 2,845 | 345 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,819 | 341 | 0.0% | — | 113 | +2,819 | New | Q4 2025 | Feb 18, 2026 |
| Wharton Business Group, LLC | History | Reduced | 2,810 | 340 | 0.01% | 0.02% | 114 | -1,065 | -27.48% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Reduced | 2,797 | 339 | 0.01% | 0.03% | 115 | -4,963 | -63.96% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,771 | 336 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 2,763 | 335 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,747 | 333 | 0.01% | 0.01% | 118 | -8 | -0.29% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,688 | 325 | 0.0% | 0.0% | 119 | -537 | -16.65% | Q4 2025 | Feb 17, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 2,558 | 310 | 0.21% | 0.22% | 120 | -2 | -0.08% | Q4 2025 | Jan 08, 2026 |
| CITIGROUP INC | History | Added to | 2,514 | 304 | 0.0% | 0.0% | 121 | +265 | 11.78% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,506 | 303 | 0.0% | 0.0% | 122 | -504 | -16.74% | Q4 2025 | Feb 18, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 2,451 | 297 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Davis Wealth Advisors, LLC | History | New | 2,383 | 289 | 0.24% | — | 124 | +2,383 | New | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Reduced | 2,308 | 279 | 0.06% | 0.07% | 125 | -511 | -18.13% | Q4 2025 | Feb 09, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 2,249 | 272 | 0.15% | 0.17% | 126 | +1 | 0.04% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,231 | 270 | 0.0% | 0.0% | 127 | +847 | 61.2% | Q4 2025 | Feb 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,223 | 269 | 0.03% | 0.03% | 128 | -74 | -3.22% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,200 | 266 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 2,177 | 264 | 0.0% | 0.0% | 130 | +141 | 6.93% | Q4 2025 | Jan 26, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 2,152 | 260 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Diversified Trust Co | History | No change | 2,006 | 243 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 1,911 | 231 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,862 | 225 | 0.01% | 0.01% | 134 | +62 | 3.44% | Q4 2025 | Jan 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,814 | 219 | 0.03% | — | 135 | +1,814 | New | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,800 | 218 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 1,782 | 216 | 0.02% | — | 137 | +1,782 | New | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,773 | 215 | 0.01% | 0.01% | 138 | +18 | 1.03% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,709 | 207 | 0.01% | 0.01% | 139 | +245 | 16.73% | Q4 2025 | Feb 20, 2026 |
| Meridian Financial Partners LLC | History | New | 1,669 | 204 | 0.08% | — | 140 | +1,669 | New | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | Added to | 1,690 | 204 | 0.03% | 0.03% | 141 | +5 | 0.3% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 1,629 | 197 | 0.0% | 0.0% | 142 | +1,482 | 1008.16% | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,462 | 177 | 0.1% | 0.1% | 143 | -18 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 1,434 | 173 | 0.05% | 0.05% | 144 | +4 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Evergreen Private Wealth LLC | History | No change | 1,418 | 171 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,245 | 150 | 0.0% | — | 146 | +1,245 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,204 | 145 | 0.0% | 0.0% | 148 | +831 | 222.79% | Q4 2025 | Feb 06, 2026 |
| Family Capital Trust Co | History | No change | 1,200 | 145 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,054 | 127 | 0.07% | 0.03% | 149 | +529 | 100.76% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | No change | 1,028 | 124 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 990 | 120 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 860 | 104 | 0.0% | 0.0% | 152 | -691 | -44.55% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 661 | 80 | 0.0% | — | 153 | +661 | New | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 640 | 77 | 0.01% | 0.01% | 154 | +50 | 8.47% | Q4 2025 | Feb 10, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 532 | 64 | 0.02% | 0.04% | 155 | -517 | -49.29% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 458 | 56 | 0.0% | — | 156 | +458 | New | Q4 2025 | Feb 09, 2026 |
| Clean Yield Group | History | No change | 455 | 55 | 0.02% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 384 | 46 | 0.02% | — | 158 | +384 | New | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 360 | 43 | 0.01% | — | 159 | +360 | New | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 320 | 38 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 302 | 36 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 269 | 32 | 0.01% | — | 163 | +269 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 267 | 32 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 248 | 30 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 250 | 30 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 216 | 26 | 0.0% | 0.0% | 166 | -2 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 210 | 25 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 180 | 21 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Glassman Wealth Services | History | No change | 172 | 20 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 155 | 18 | 0.02% | 0.02% | 170 | -9 | -5.49% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 142 | 17 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 129 | 15 | 0.01% | 0.01% | 172 | +1 | 0.78% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | New | 97 | 12 | 0.0% | — | 173 | +97 | New | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 98 | 11 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 75 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | New | 57 | 6 | 0.0% | — | 177 | +57 | New | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 46 | 5 | 0.0% | 0.0% | 178 | -91 | -66.42% | Q4 2025 | Jan 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 32 | 4 | 0.0% | — | 180 | +32 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 33 | 4 | 0.0% | 0.0% | 179 | +17 | 106.25% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 25 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Financial Freedom, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,463 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,436 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,050 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,406 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,318 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Biltmore Family Office, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |