iSHARES TRUST - SYSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | New | 2,281,523 | 204,789 | 0.06% | — | 1 | +2,281,523 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 887,775 | 79,686 | 0.02% | 0.0% | 2 | +881,173 | 13347.06% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 408,676 | 36,682 | 0.0% | — | 3 | +408,676 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 257,588 | 23,121 | 0.03% | 0.0% | 4 | +251,940 | 4460.69% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 249,718 | 22,414 | 0.0% | 0.0% | 5 | +242,600 | 3408.26% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 245,847 | 22,067 | 0.08% | — | 6 | +245,847 | New | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 243,617 | 21,867 | 0.0% | — | 7 | +243,616 | 24361600.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 170,840 | 15,335 | 0.04% | 0.0% | 8 | +170,738 | 167390.2% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | New | 147,519 | 13,241 | 0.13% | — | 9 | +147,519 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | New | 145,279 | 13,040 | 0.0% | — | 10 | +145,279 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 137,903 | 12,378 | 0.03% | — | 11 | +137,903 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 131,127 | 11,770 | 0.1% | — | 12 | +131,127 | New | Q4 2025 | Jan 05, 2026 |
| BlackRock, Inc. | History | Added to | 123,608 | 11,095 | 0.0% | 0.0% | 13 | +7,358 | 6.33% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 110,136 | 9,885 | 0.06% | — | 14 | +110,136 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 109,528 | 9,831 | 0.0% | — | 15 | +109,528 | New | Q4 2025 | Mar 25, 2026 |
| NewEdge Advisors, LLC | History | New | 102,111 | 9,165 | 0.03% | — | 16 | +102,111 | New | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | New | 101,686 | 9,127 | 0.02% | — | 17 | +101,686 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 68,148 | 6,116 | 0.08% | — | 18 | +68,148 | New | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | New | 67,483 | 6,057 | 0.05% | — | 19 | +67,483 | New | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | New | 58,877 | 5,284 | 0.01% | — | 20 | +58,877 | New | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | New | 58,757 | 5,274 | 0.0% | — | 21 | +58,757 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 58,269 | 5,230 | 0.0% | — | 22 | +58,269 | New | Q4 2025 | Feb 18, 2026 |
| Kelly Financial Services LLC | History | New | 56,436 | 5,065 | 1.27% | — | 23 | +56,436 | New | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 54,841 | 4,936 | 0.01% | — | 24 | +54,841 | New | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | New | 54,135 | 4,859 | 0.17% | — | 25 | +54,135 | New | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 50,289 | 4,513 | 0.02% | — | 26 | +50,289 | New | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | New | 46,721 | 4,193 | 0.1% | — | 27 | +46,721 | New | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | New | 43,912 | 3,941 | 0.13% | — | 28 | +43,912 | New | Q4 2025 | Jan 20, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 35,753 | 3,209 | 0.23% | — | 29 | +35,753 | New | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | New | 35,633 | 3,198 | 0.05% | — | 30 | +35,633 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 34,970 | 3,138 | 0.04% | — | 31 | +34,970 | New | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | New | 34,458 | 3,092 | 0.29% | — | 32 | +34,458 | New | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | New | 32,362 | 2,904 | 0.0% | — | 33 | +32,362 | New | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | New | 32,114 | 2,882 | 0.05% | — | 34 | +32,114 | New | Q4 2025 | Jan 16, 2026 |
| Sharkey, Howes & Javer | History | New | 31,074 | 2,789 | 0.35% | — | 35 | +31,074 | New | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 30,900 | 2,773 | 0.02% | — | 36 | +30,896 | 772400.0% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | New | 30,427 | 2,731 | 0.46% | — | 37 | +30,427 | New | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 29,035 | 2,606 | 0.16% | — | 38 | +29,035 | New | Q4 2025 | Jan 20, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 28,782 | 2,583 | 0.86% | — | 39 | +28,782 | New | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | New | 27,780 | 2,493 | 0.03% | — | 40 | +27,780 | New | Q4 2025 | Feb 05, 2026 |
| TSA Wealth Managment LLC | History | New | 27,419 | 2,461 | 0.82% | — | 41 | +27,419 | New | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | New | 27,371 | 2,456 | 0.04% | — | 42 | +27,371 | New | Q4 2025 | Feb 09, 2026 |
| Pettinga Financial Advisors LLC | History | New | 26,062 | 2,339 | 0.44% | — | 43 | +26,062 | New | Q4 2025 | Feb 12, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 25,922 | 2,326 | 0.35% | — | 44 | +25,922 | New | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | New | 24,894 | 2,234 | 0.13% | — | 45 | +24,894 | New | Q4 2025 | Jan 30, 2026 |
| SWP FINANCIAL LLC | History | New | 24,623 | 2,210 | 1.11% | — | 46 | +24,623 | New | Q4 2025 | Jan 16, 2026 |
| Midwest Capital Advisors, LLC | History | New | 22,446 | 2,014 | 0.96% | — | 47 | +22,446 | New | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,836 | 1,960 | 0.0% | 0.0% | 48 | -84,484 | -79.46% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,947 | 1,880 | 0.04% | 0.01% | 49 | +16,244 | 345.4% | Q4 2025 | Feb 02, 2026 |
| Ethos Capital Management, Inc. | History | New | 19,907 | 1,786 | 1.68% | — | 50 | +19,907 | New | Q4 2025 | Jan 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 18,775 | 1,692 | 1.47% | — | 51 | +18,775 | New | Q4 2025 | Feb 11, 2026 |
| One Wealth Advisors, LLC | History | New | 18,385 | 1,650 | 0.2% | — | 52 | +18,385 | New | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 17,211 | 1,544 | 0.06% | — | 53 | +17,211 | New | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | New | 16,554 | 1,485 | 0.09% | — | 54 | +16,554 | New | Q4 2025 | Feb 04, 2026 |
| Austin Private Wealth, LLC | History | New | 16,361 | 1,468 | 0.11% | — | 55 | +16,361 | New | Q4 2025 | Jan 20, 2026 |
| Optivise Advisory Services LLC | History | New | 15,906 | 1,427 | 0.82% | — | 56 | +15,906 | New | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 15,887 | 1,426 | 0.0% | — | 57 | +15,887 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | New | 14,004 | 1,256 | 0.0% | — | 58 | +14,004 | New | Q4 2025 | Jan 23, 2026 |
| High Falls Advisors, Inc | History | New | 13,567 | 1,217 | 0.25% | — | 59 | +13,567 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | New | 13,474 | 1,209 | 0.0% | — | 60 | +13,474 | New | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | New | 13,453 | 1,207 | 0.11% | — | 61 | +13,453 | New | Q4 2025 | Feb 18, 2026 |
| Perennial Investment Advisors, LLC | History | New | 13,212 | 1,186 | 0.09% | — | 62 | +13,212 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 12,912 | 1,173 | 0.01% | — | 63 | +12,912 | New | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | New | 12,822 | 1,150 | 0.03% | — | 64 | +12,822 | New | Q4 2025 | Jan 16, 2026 |
| Simplicity Wealth,LLC | History | New | 12,818 | 1,150 | 0.07% | — | 65 | +12,818 | New | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,763 | 1,145 | 0.0% | 0.0% | 66 | +7,753 | 154.75% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 12,699 | 1,139 | 0.03% | — | 67 | +12,699 | New | Q4 2025 | Jan 23, 2026 |
| Apeiron RIA LLC | History | New | 12,681 | 1,138 | 0.23% | — | 68 | +12,681 | New | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 12,291 | 1,103 | 0.01% | — | 69 | +12,291 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,135 | 1,089 | 0.01% | 0.11% | 70 | -94,035 | -88.57% | Q4 2025 | Jan 20, 2026 |
| Tyche Wealth Partners LLC | History | New | 11,815 | 1,060 | 0.17% | — | 71 | +11,815 | New | Q4 2025 | Jan 23, 2026 |
| Atlatl Advisers LLC | History | New | 11,218 | 1,006 | 0.39% | — | 72 | +11,218 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | New | 11,026 | 989 | 0.02% | — | 73 | +11,026 | New | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | New | 10,580 | 949 | 0.1% | — | 74 | +10,580 | New | Q4 2025 | Feb 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 10,249 | 919 | 0.24% | — | 75 | +10,249 | New | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,126 | 909 | 0.0% | 0.0% | 76 | +8,385 | 481.62% | Q4 2025 | Feb 17, 2026 |
| Lansing Street Advisors | History | New | 10,021 | 899 | 0.23% | — | 77 | +10,021 | New | Q4 2025 | Jan 26, 2026 |
| True Vision MN LLC | History | New | 9,948 | 892 | 0.45% | — | 78 | +9,948 | New | Q4 2025 | Jan 14, 2026 |
| PAX Financial Group, LLC | History | New | 9,773 | 877 | 0.15% | — | 79 | +9,773 | New | Q4 2025 | Feb 05, 2026 |
| Synergy Investment Management, LLC | History | New | 9,567 | 858 | 0.3% | — | 80 | +9,567 | New | Q4 2025 | Feb 06, 2026 |
| Shared Vision Wealth Group LLC | History | New | 9,472 | 853 | 0.35% | — | 81 | +9,472 | New | Q4 2025 | Feb 11, 2026 |
| Icon Wealth Advisors, LLC | History | New | 9,230 | 828 | 0.06% | — | 82 | +9,230 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | New | 9,085 | 815 | 0.01% | — | 83 | +9,085 | New | Q4 2025 | Jan 16, 2026 |
| Cassilly Financial Group LLC | History | New | 8,876 | 796 | 0.7% | — | 84 | +8,876 | New | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | New | 8,843 | 793 | 0.01% | — | 85 | +8,843 | New | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | New | 8,788 | 788 | 0.0% | — | 86 | +8,788 | New | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | New | 8,571 | 769 | 0.05% | — | 87 | +8,571 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 8,515 | 764 | 0.02% | — | 88 | +8,515 | New | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | New | 8,352 | 750 | 0.06% | — | 89 | +8,352 | New | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 8,285 | 743 | 0.02% | — | 90 | +8,285 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,229 | 738 | 0.0% | — | 91 | +8,229 | New | Q4 2025 | Feb 18, 2026 |
| Range Financial Group LLC | History | New | 8,169 | 733 | 0.25% | — | 92 | +8,169 | New | Q4 2025 | Jan 15, 2026 |
| JB Capital LLC | History | New | 8,054 | 722 | 0.03% | — | 93 | +8,054 | New | Q4 2025 | Jan 20, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 7,988 | 717 | 0.41% | — | 94 | +7,988 | New | Q4 2025 | Jan 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 7,979 | 716 | 0.0% | — | 95 | +7,979 | New | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | New | 7,581 | 680 | 0.0% | — | 96 | +7,581 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,571 | 679 | 0.0% | — | 97 | +7,571 | New | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | New | 7,407 | 664 | 0.07% | — | 98 | +7,407 | New | Q4 2025 | Feb 11, 2026 |
| BCGM Wealth Management, LLC | History | New | 7,252 | 650 | 0.17% | — | 99 | +7,252 | New | Q4 2025 | Jan 07, 2026 |
| ONE Advisory Partners, LLC | History | New | 7,190 | 645 | 0.19% | — | 100 | +7,190 | New | Q4 2025 | Jan 12, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 7,060 | 633 | 0.06% | — | 101 | +7,060 | New | Q4 2025 | Feb 13, 2026 |
| Cobblestone Asset Management LLC | History | New | 6,938 | 622 | 0.28% | — | 102 | +6,938 | New | Q4 2025 | Jan 15, 2026 |
| Detalus Advisors, LLC | History | New | 6,768 | 607 | 0.15% | — | 103 | +6,768 | New | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | New | 6,549 | 587 | 0.01% | — | 104 | +6,549 | New | Q4 2025 | Mar 12, 2026 |
| McNaughton Wealth Management, LLC | History | New | 6,407 | 575 | 0.24% | — | 105 | +6,407 | New | Q4 2025 | Jan 12, 2026 |
| Goldstein Advisors, LLC | History | New | 6,324 | 567 | 0.06% | — | 106 | +6,324 | New | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | New | 5,906 | 530 | 0.01% | — | 107 | +5,906 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | New | 5,631 | 505 | 0.07% | — | 108 | +5,631 | New | Q4 2025 | Jan 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 5,460 | 490 | 0.08% | — | 109 | +5,460 | New | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | New | 5,378 | 483 | 0.01% | — | 110 | +5,378 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,074 | 455 | 0.0% | — | 111 | +5,074 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 5,002 | 448 | 0.0% | — | 112 | +5,002 | New | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | New | 4,887 | 438 | 0.07% | — | 113 | +4,887 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | New | 4,844 | 435 | 0.07% | — | 114 | +4,844 | New | Q4 2025 | Feb 02, 2026 |
| Daviman Financial, LLC | History | New | 4,706 | 422 | 0.25% | — | 115 | +4,706 | New | Q4 2025 | Feb 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 4,629 | 415 | 0.35% | — | 116 | +4,629 | New | Q4 2025 | Jan 23, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 4,628 | 415 | 0.33% | — | 117 | +4,628 | New | Q4 2025 | Feb 10, 2026 |
| Gen-Wealth Partners Inc | History | New | 4,400 | 394 | 0.13% | — | 118 | +4,400 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 4,317 | 387 | 0.0% | — | 119 | +4,317 | New | Q4 2025 | Feb 06, 2026 |
| Chatterton & Associates Inc. | History | New | 4,293 | 385 | 0.33% | — | 120 | +4,293 | New | Q4 2025 | Jan 20, 2026 |
| Hoxton Planning & Management, LLC | History | New | 3,922 | 352 | 0.11% | — | 121 | +3,922 | New | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | New | 3,868 | 347 | 0.01% | — | 122 | +3,868 | New | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | New | 3,836 | 344 | 0.05% | — | 123 | +3,836 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | New | 3,830 | 343 | 0.0% | — | 124 | +3,830 | New | Q4 2025 | Feb 13, 2026 |
| THEORY FINANCIAL LLC | History | New | 3,817 | 343 | 0.12% | — | 125 | +3,817 | New | Q4 2025 | Feb 10, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 3,735 | 335 | 0.21% | — | 126 | +3,735 | New | Q4 2025 | Jan 14, 2026 |
| Frisch Financial Group, Inc. | History | New | 3,722 | 334 | 0.07% | — | 127 | +3,722 | New | Q4 2025 | Feb 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | New | 3,569 | 320 | 0.08% | — | 128 | +3,569 | New | Q4 2025 | Jan 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 3,522 | 316 | 0.04% | — | 129 | +3,522 | New | Q4 2025 | Jan 08, 2026 |
| Arete Wealth Advisors, LLC | History | New | 3,451 | 310 | 0.02% | — | 130 | +3,451 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | New | 3,452 | 309 | 0.01% | — | 131 | +3,452 | New | Q4 2025 | Feb 06, 2026 |
| KWB Wealth | History | New | 3,438 | 308 | 0.03% | — | 132 | +3,438 | New | Q4 2025 | Jan 12, 2026 |
| Bedminster, LLC | History | New | 3,337 | 299 | 0.27% | — | 133 | +3,337 | New | Q4 2025 | Feb 05, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 3,225 | 289 | 0.04% | — | 134 | +3,225 | New | Q4 2025 | Feb 09, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 3,194 | 286 | 0.1% | — | 135 | +3,194 | New | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 3,146 | 282 | 0.08% | — | 136 | +3,146 | New | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | New | 3,094 | 277 | 0.03% | — | 137 | +3,094 | New | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | New | 3,044 | 273 | 0.06% | — | 138 | +3,044 | New | Q4 2025 | Jan 16, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 3,008 | 269 | 0.14% | — | 141 | +3,008 | New | Q4 2025 | Feb 24, 2026 |
| Buttonwood Financial Group, LLC | History | New | 2,989 | 269 | 0.14% | — | 139 | +2,989 | New | Q4 2025 | Jan 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 2,998 | 269 | 0.03% | 0.03% | 140 | -140 | -4.46% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,937 | 264 | 0.01% | — | 142 | +2,937 | New | Q4 2025 | Feb 03, 2026 |
| Avid Wealth Partners LLC | History | New | 2,912 | 261 | 0.13% | — | 143 | +2,912 | New | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | New | 2,826 | 253 | 0.03% | — | 144 | +2,826 | New | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | New | 2,777 | 249 | 0.01% | — | 145 | +2,777 | New | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,687 | 241 | 0.0% | — | 146 | +2,687 | New | Q4 2025 | Feb 18, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 2,684 | 240 | 0.12% | — | 147 | +2,684 | New | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 2,640 | 236 | 0.03% | — | 148 | +2,640 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | New | 2,618 | 234 | 0.01% | — | 149 | +2,618 | New | Q4 2025 | Feb 06, 2026 |
| Concorde Asset Management, LLC | History | New | 2,592 | 232 | 0.09% | — | 150 | +2,592 | New | Q4 2025 | Feb 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,563 | 230 | 0.07% | — | 151 | +2,563 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,551 | 228 | 0.0% | — | 152 | +2,551 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | New | 2,493 | 223 | 0.0% | — | 153 | +2,493 | New | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | New | 2,446 | 219 | 0.05% | — | 154 | +2,446 | New | Q4 2025 | Jan 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 2,398 | 215 | 0.09% | — | 155 | +2,398 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,380 | 213 | 0.0% | 0.0% | 156 | +278 | 13.23% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | New | 2,281 | 204 | 0.01% | — | 157 | +2,281 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,281 | 204 | 0.03% | — | 158 | +2,281 | New | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | New | 2,250 | 201 | 0.0% | — | 159 | +2,250 | New | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,896 | 170 | 0.01% | 0.01% | 160 | +68 | 3.72% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,839 | 165 | 0.05% | — | 161 | +1,839 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | New | 1,834 | 164 | 0.01% | — | 162 | +1,834 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,646 | 147 | 0.01% | — | 163 | +1,646 | New | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | New | 1,132 | 102 | 0.02% | — | 164 | +1,132 | New | Q4 2025 | Feb 04, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 915 | 82 | 0.01% | — | 165 | +915 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 875 | 78 | 0.0% | — | 166 | +875 | New | Q4 2025 | Feb 06, 2026 |
| Retirement Wealth Solutions LLC | History | New | 819 | 73 | 0.05% | — | 167 | +819 | New | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | New | 789 | 71 | 0.0% | — | 168 | +789 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 702 | 62 | 0.02% | — | 169 | +702 | New | Q4 2025 | Feb 06, 2026 |
| Imprint Wealth LLC | History | New | 701 | 62 | 0.29% | — | 170 | +701 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 676 | 60 | 0.0% | 0.0% | 171 | +503 | 290.75% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | New | 645 | 57 | 0.0% | — | 172 | +645 | New | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 300 | 26 | 0.0% | 0.0% | 173 | +238 | 383.87% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 275 | 24 | 0.0% | — | 174 | +275 | New | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 226 | 20 | 0.01% | — | 175 | +226 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 195 | 17 | 0.0% | — | 176 | +195 | New | Q4 2025 | Feb 06, 2026 |
| LGT Financial Advisors LLC | History | New | 139 | 12 | 0.07% | — | 177 | +139 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 132 | 11 | 0.0% | — | 178 | +132 | New | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | New | 106 | 9 | 0.0% | — | 179 | +106 | New | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | New | 101 | 9 | 0.0% | — | 180 | +101 | New | Q4 2025 | Jan 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 94 | 8 | 0.0% | — | 181 | +94 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 91 | 8 | 0.01% | — | 182 | +91 | New | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 89 | 7 | 0.01% | — | 183 | +89 | New | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | New | 74 | 6 | 0.0% | — | 184 | +74 | New | Q4 2025 | Mar 16, 2026 |
| SHP Wealth Management | History | New | 70 | 6 | 0.0% | — | 185 | +70 | New | Q4 2025 | Mar 04, 2026 |
| NBC SECURITIES, INC. | History | New | 38 | 3 | 0.0% | — | 186 | +38 | New | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | New | 90 | 2 | 0.0% | — | 188 | +90 | New | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | New | 32 | 2 | 0.0% | — | 189 | +32 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 23 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,951 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Raleigh Capital Management Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |