iShares, Inc. - URTH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 2,027,632 | 376,672 | 0.06% | — | 1 | +2,027,632 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,077,054 | 200,084 | 0.76% | 1.03% | 2 | -360,333 | -25.07% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 698,705 | 129,798 | 0.01% | 0.01% | 3 | -103,500 | -12.9% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 566,989 | 105,329 | 0.01% | 0.0% | 4 | +207,424 | 57.69% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 542,545 | 100,788 | 0.01% | 0.01% | 5 | -27,897 | -4.89% | Q4 2025 | Mar 25, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 491,232 | 91,256 | 0.72% | 0.79% | 6 | -48,074 | -8.91% | Q4 2025 | Feb 03, 2026 |
| PRUDENTIAL PLC | History | Reduced | 465,500 | 86,475 | 0.69% | 0.69% | 7 | -52,100 | -10.07% | Q4 2025 | Feb 11, 2026 |
| CI INVESTMENTS INC. | History | Added to | 391,402 | 72,710 | 0.32% | 0.07% | 8 | +281,273 | 255.4% | Q4 2025 | Feb 12, 2026 |
| Obermeyer Wealth Partners | History | Added to | 353,023 | 65,581 | 3.0% | 2.99% | 9 | +1,491 | 0.42% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 318,350 | 59,139 | 0.02% | 0.01% | 10 | +198,918 | 166.55% | Q4 2025 | Feb 10, 2026 |
| Banco Santander, S.A. | History | New | 305,829 | 56,813 | 0.43% | — | 11 | +305,829 | New | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Reduced | 288,921 | 53,672 | 0.99% | 1.08% | 12 | -22,190 | -7.13% | Q4 2025 | Feb 12, 2026 |
| Evensky & Katz LLC | History | Reduced | 288,340 | 53,565 | 3.02% | 3.04% | 13 | -552 | -0.19% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 276,231 | 51,315 | 0.02% | 0.02% | 14 | +13,195 | 5.02% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 261,228 | 48,528 | 0.0% | 0.0% | 15 | +32,893 | 14.41% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 233,889 | 43,449 | 0.01% | 0.01% | 16 | +29,145 | 14.23% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 219,917 | 40,853 | 0.0% | 0.0% | 17 | +17,547 | 8.67% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 219,613 | 40,797 | 0.11% | 0.1% | 18 | +50,814 | 30.1% | Q4 2025 | Jan 26, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 202,500 | 37,618 | 12.15% | 12.06% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 180,736 | 33,575 | 0.01% | 0.0% | 20 | +22,279 | 14.06% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 160,195 | 29,759 | 0.02% | 0.02% | 21 | -31,008 | -16.22% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 143,682 | 26,691 | 0.01% | 0.01% | 22 | +17,738 | 14.08% | Q4 2025 | Feb 18, 2026 |
| GAM Holding AG | History | Added to | 137,304 | 25,477 | 1.63% | 1.54% | 23 | +241 | 0.18% | Q4 2025 | Feb 17, 2026 |
| LTS Liquid Investments LLC | History | New | 126,564 | 23,511 | 22.34% | — | 24 | +126,564 | New | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 122,386 | 22,735 | 1.25% | 1.33% | 25 | +3,356 | 2.82% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 119,195 | 22,142 | 0.16% | — | 26 | +119,195 | New | Q4 2025 | Feb 12, 2026 |
| Arizona PSPRS Trust | History | Added to | 118,575 | 22,027 | 0.81% | 0.73% | 27 | +953 | 0.81% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 104,148 | 19,347 | 6.28% | 6.46% | 28 | +1,408 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 103,282 | 19,186 | 0.67% | 0.63% | 29 | +2,289 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 87,796 | 16,309 | 0.02% | 0.02% | 30 | +11,679 | 15.34% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 85,761 | 15,931 | 0.02% | 0.02% | 31 | -12,382 | -12.62% | Q4 2025 | Feb 13, 2026 |
| Empire Life Investments Inc. | History | Added to | 82,743 | 15,371 | 0.87% | 0.82% | 32 | +5,293 | 6.83% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 73,421 | 13,501 | 0.04% | 0.04% | 33 | -797 | -1.07% | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 69,780 | 12,963 | 0.04% | 0.04% | 34 | -8,260 | -10.58% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 64,286 | 11,942 | 0.0% | 0.0% | 35 | +33,806 | 110.91% | Q4 2025 | Feb 13, 2026 |
| Inherent Management Corp. | History | No change | 60,650 | 11,266 | 5.78% | 6.31% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 57,396 | 10,662 | 0.12% | 0.1% | 37 | +9,512 | 19.86% | Q4 2025 | Jan 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 57,150 | 10,616 | 0.01% | 0.01% | 38 | +4,300 | 8.14% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 55,266 | 10,266 | 0.18% | 0.24% | 39 | -1,987 | -3.47% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 54,962 | 10,210 | 0.01% | 0.01% | 40 | +12,463 | 29.33% | Q4 2025 | Feb 10, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 54,335 | 10,093 | 5.42% | 5.39% | 41 | -603 | -1.1% | Q4 2025 | Feb 23, 2026 |
| Retirement Management Systems Inc. | History | New | 52,265 | 9,709 | 2.48% | — | 42 | +52,265 | New | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 49,005 | 9,164 | 0.01% | — | 44 | +49,005 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 49,330 | 9,164 | 0.02% | 0.0% | 43 | +45,384 | 1150.13% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | New | 48,460 | 9,002 | 0.0% | — | 45 | +48,460 | New | Q4 2025 | Feb 13, 2026 |
| Fulcrum Equity Management | History | No change | 46,192 | 8,581 | 8.21% | 8.49% | 46 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 39,540 | 7,379 | 0.01% | 0.01% | 47 | +4,372 | 12.43% | Q4 2025 | Feb 18, 2026 |
| Keystone Global Partners, LLC | History | Added to | 32,879 | 6,107 | 2.69% | 1.99% | 48 | +11,347 | 52.7% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 30,300 | 5,628 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| ICONIQ Capital, LLC | History | No change | 29,109 | 5,407 | 0.08% | 0.07% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,841 | 5,354 | 0.03% | 0.03% | 51 | +238 | 0.83% | Q4 2025 | Jan 27, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 28,764 | 5,343 | 1.25% | 1.18% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 27,853 | 5,174 | 0.02% | 0.02% | 53 | +1,526 | 5.8% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 27,404 | 5,090 | 0.0% | 0.0% | 54 | +22,614 | 472.11% | Q4 2025 | Feb 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 26,420 | 4,907 | 0.18% | 0.21% | 55 | -2,523 | -8.72% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 26,368 | 4,898 | 0.03% | 0.03% | 56 | -1,950 | -6.89% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,676 | 4,769 | 0.01% | 0.01% | 57 | -374 | -1.44% | Q4 2025 | Feb 12, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 24,800 | 4,607 | 0.37% | 0.38% | 58 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 24,006 | 4,459 | 2.6% | 3.04% | 59 | -3,927 | -14.06% | Q4 2025 | Jan 28, 2026 |
| Mount Capital Ltd | History | No change | 23,725 | 4,407 | 1.78% | 1.54% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 22,912 | 4,256 | 0.09% | 0.04% | 61 | +12,719 | 124.78% | Q4 2025 | Feb 05, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 22,527 | 4,184 | 1.15% | 1.11% | 62 | +30 | 0.13% | Q4 2025 | Feb 04, 2026 |
| BBR PARTNERS, LLC | History | Added to | 22,440 | 4,168 | 0.22% | 0.23% | 63 | +1 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,918 | 4,071 | 0.02% | 0.02% | 64 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pictet North America Advisors SA | History | Added to | 21,801 | 4,049 | 0.38% | 0.34% | 65 | +1,612 | 7.98% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,935 | 3,517 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,189 | 3,378 | 0.01% | 0.01% | 67 | +1,485 | 8.89% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,175 | 3,376 | 0.25% | 0.26% | 68 | -734 | -3.88% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 17,764 | 3,300 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | No change | 17,137 | 3,183 | 0.21% | 0.2% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,548 | 3,074 | 0.0% | 0.0% | 71 | +896 | 5.72% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,522 | 2,883 | 0.19% | 0.19% | 72 | +156 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Main Street Research LLC | History | Reduced | 15,138 | 2,812 | 0.16% | 0.16% | 73 | -1,583 | -9.47% | Q4 2025 | Feb 09, 2026 |
| Hyposwiss Advisors SA | History | New | 14,800 | 2,749 | 2.7% | — | 74 | +14,800 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,376 | 2,670 | 0.0% | 0.0% | 75 | +3,322 | 30.05% | Q4 2025 | Feb 10, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 13,615 | 2,529 | 1.28% | 1.31% | 76 | -99 | -0.72% | Q4 2025 | Jan 23, 2026 |
| 1832 Asset Management L.P. | History | Added to | 13,390 | 2,487 | 0.0% | 0.0% | 77 | +11,536 | 622.22% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,907 | 2,398 | 0.01% | 0.01% | 78 | -8,229 | -38.93% | Q4 2025 | Feb 05, 2026 |
| Asset Advisory Group, Inc. | History | New | 12,806 | 2,379 | 1.19% | — | 79 | +12,806 | New | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 11,225 | 2,085 | 0.01% | 0.01% | 80 | -1,445 | -11.4% | Q4 2025 | Feb 13, 2026 |
| Sierra Capital LLC | History | Reduced | 10,801 | 2,007 | 0.21% | 0.22% | 81 | -13 | -0.12% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,751 | 1,997 | 0.0% | 0.0% | 82 | -1,497 | -12.22% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 10,631 | 1,974 | 0.03% | 0.01% | 83 | +4,480 | 72.83% | Q4 2025 | Feb 13, 2026 |
| DARA CAPITAL US, INC. | History | New | 10,400 | 1,932 | 1.71% | — | 84 | +10,400 | New | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 10,074 | 1,871 | 0.05% | 0.04% | 85 | +1,574 | 18.52% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 9,664 | 1,795 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,295 | 1,726 | 0.01% | 0.01% | 87 | +113 | 1.23% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,927 | 1,658 | 0.03% | 0.03% | 88 | -842 | -8.62% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,900 | 1,653 | 0.0% | 0.0% | 89 | +6,620 | 290.35% | Q4 2025 | Feb 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 8,800 | 1,634 | 0.15% | 0.16% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,500 | 1,579 | 0.0% | — | 91 | +8,500 | New | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | No change | 8,382 | 1,557 | 0.0% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EFG International AG | History | New | 8,171 | 1,518 | 0.03% | — | 93 | +8,171 | New | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 7,947 | 1,476 | 0.11% | 0.13% | 94 | -1,401 | -14.99% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,648 | 1,420 | 0.0% | 0.0% | 95 | +2,589 | 51.18% | Q4 2025 | Feb 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 7,408 | 1,376 | 0.1% | — | 96 | +7,408 | New | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 7,236 | 1,344 | 0.04% | 0.05% | 97 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 7,034 | 1,306 | 0.0% | 0.0% | 98 | +455 | 6.92% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,014 | 1,302 | 0.0% | 0.0% | 99 | +350 | 5.25% | Q4 2025 | Feb 17, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 6,911 | 1,283 | 0.3% | 0.24% | 100 | +1,417 | 25.79% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Reduced | 6,693 | 1,243 | 0.0% | 0.0% | 101 | -1,567 | -18.97% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,363 | 1,182 | 0.01% | 0.01% | 102 | +758 | 13.52% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 218 | 1,171 | 0.02% | 0.03% | 103 | -953 | -81.38% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 6,164 | 1,145 | 0.02% | 0.02% | 104 | +289 | 4.92% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 6,131 | 1,138 | 0.02% | 0.03% | 105 | +59 | 0.97% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,107 | 1,134 | 0.0% | 0.0% | 106 | -11,370 | -65.06% | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 5,703 | 1,059 | 0.42% | — | 107 | +5,703 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,622 | 1,043 | 0.0% | 0.01% | 108 | -24,167 | -81.13% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 5,498 | 1,021 | 0.0% | 0.0% | 109 | +900 | 19.57% | Q4 2025 | Feb 13, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,480 | 1,018 | 0.2% | 0.21% | 110 | -90 | -1.62% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,464 | 1,015 | 0.03% | 0.04% | 111 | -1,623 | -22.9% | Q4 2025 | Feb 19, 2026 |
| Marex Group plc | History | Reduced | 5,451 | 1,012 | 0.01% | 0.02% | 112 | -10,261 | -65.31% | Q4 2025 | Feb 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 6,167 | 1,006 | 0.01% | 0.02% | 113 | -1,684 | -21.45% | Q4 2025 | Jan 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,401 | 1,003 | 0.03% | 0.03% | 114 | -184 | -3.29% | Q4 2025 | Jan 06, 2026 |
| Schusterman Interests, LLC | History | New | 5,375 | 998 | 0.23% | — | 116 | +5,375 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 5,375 | 998 | 0.0% | 0.0% | 115 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| LOM Asset Management Ltd | History | Reduced | 5,240 | 973 | 0.28% | 0.3% | 117 | -185 | -3.41% | Q4 2025 | Jan 23, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 4,899 | 910 | 0.04% | 0.04% | 118 | -43 | -0.87% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Reduced | 4,314 | 801 | 0.02% | 0.03% | 119 | -579 | -11.83% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,309 | 800 | 0.01% | 0.01% | 120 | +291 | 7.24% | Q4 2025 | Jan 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,181 | 776 | 0.0% | — | 121 | +4,181 | New | Q4 2025 | Feb 06, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,090 | 759 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,080 | 757 | 0.04% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,068 | 755 | 0.02% | 0.02% | 124 | -30 | -0.73% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,011 | 745 | 0.02% | 0.02% | 125 | +311 | 8.41% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,985 | 740 | 0.13% | 0.12% | 126 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,927 | 729 | 0.0% | — | 127 | +3,927 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,918 | 727 | 0.01% | 0.0% | 128 | +52 | 1.35% | Q4 2025 | Feb 13, 2026 |
| LWM Advisory Services, LLC | History | Added to | 3,901 | 724 | 0.42% | 0.34% | 129 | +659 | 20.33% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,889 | 722 | 0.0% | 0.0% | 130 | +3,882 | 55457.14% | Q4 2025 | Mar 16, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,884 | 721 | 0.0% | 0.01% | 131 | -172 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,822 | 710 | 0.01% | 0.01% | 132 | -27 | -0.7% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,523 | 654 | 0.0% | — | 133 | +3,523 | New | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,428 | 636 | 0.01% | 0.01% | 134 | +86 | 2.57% | Q4 2025 | Jan 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,298 | 612 | 0.02% | 0.02% | 135 | +26 | 0.79% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,263 | 606 | 0.0% | 0.0% | 136 | +406 | 14.21% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,207 | 595 | 0.0% | — | 137 | +3,207 | New | Q4 2025 | Feb 13, 2026 |
| KDT Advisors, LLC | History | No change | 3,100 | 575 | 0.81% | 0.82% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,050 | 566 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,029 | 562 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 2,982 | 553 | 0.02% | 0.02% | 141 | +635 | 27.06% | Q4 2025 | Feb 12, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 2,975 | 552 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,951 | 548 | 0.01% | 0.01% | 143 | -225 | -7.08% | Q4 2025 | Feb 17, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 3,567 | 546 | 0.05% | 0.01% | 144 | +2,097 | 142.65% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 2,828 | 534 | 0.01% | 0.01% | 145 | -203 | -6.7% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,757 | 512 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,663 | 494 | 0.02% | 0.02% | 147 | -51 | -1.88% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,647 | 491 | 0.03% | 0.03% | 148 | +21 | 0.8% | Q4 2025 | Jan 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,641 | 490 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | No change | 2,624 | 487 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Moneda S.A. Administradora General de Fondos | History | New | 2,579 | 479 | 0.43% | — | 151 | +2,579 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,563 | 476 | 0.01% | 0.01% | 152 | +2 | 0.08% | Q4 2025 | Jan 16, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,540 | 471 | 0.0% | — | 153 | +2,540 | New | Q4 2025 | Feb 17, 2026 |
| Allie Family Office LLC | History | No change | 2,478 | 460 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 2,476 | 459 | 0.06% | 0.06% | 155 | +18 | 0.73% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,422 | 449 | 0.03% | — | 157 | +2,422 | New | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 2,418 | 449 | 0.07% | — | 156 | +2,418 | New | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,410 | 447 | 0.0% | 0.0% | 158 | -38 | -1.55% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,363 | 438 | 0.0% | 0.0% | 159 | -538 | -18.55% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,328 | 432 | 0.02% | 0.02% | 160 | -22 | -0.94% | Q4 2025 | Mar 04, 2026 |
| GTS SECURITIES LLC | History | Added to | 2,290 | 425 | 0.01% | 0.01% | 161 | +1,131 | 97.58% | Q4 2025 | Feb 13, 2026 |
| Auxano Advisors, LLC | History | Added to | 2,270 | 421 | 0.08% | 0.06% | 162 | +732 | 47.59% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,249 | 417 | 0.0% | 0.0% | 163 | +25 | 1.12% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 2,223 | 412 | 0.0% | 0.0% | 164 | +1,017 | 84.33% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,146 | 405 | 0.0% | — | 165 | +2,146 | New | Q4 2025 | Jan 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 2,166 | 402 | 0.11% | 0.1% | 166 | +18 | 0.84% | Q4 2025 | Jan 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,098 | 389 | 0.0% | — | 167 | +2,098 | New | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,070 | 384 | 0.03% | 0.03% | 168 | -40 | -1.9% | Q4 2025 | Jan 16, 2026 |
| BFI Infinity Ltd. | History | No change | 2,056 | 381 | 0.24% | 0.25% | 169 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 2,037 | 378 | 0.0% | — | 170 | +2,037 | New | Q4 2025 | Feb 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,978 | 367 | 0.0% | — | 171 | +1,978 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,967 | 367 | 0.01% | 0.03% | 172 | -296 | -13.08% | Q4 2025 | Feb 13, 2026 |
| Advocate Investing Services LLC | History | New | 1,960 | 364 | 0.33% | — | 173 | +1,960 | New | Q4 2025 | Feb 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 1,847 | 354 | 0.17% | 0.13% | 174 | +578 | 45.55% | Q4 2025 | Feb 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 1,902 | 353 | 0.23% | 0.8% | 177 | -4,542 | -70.48% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 1,905 | 353 | 0.0% | — | 175 | +1,905 | New | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,904 | 353 | 0.01% | 0.01% | 176 | +206 | 12.13% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,853 | 344 | 0.0% | — | 178 | +1,853 | New | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 1,816 | 338 | 0.0% | 0.0% | 179 | +293 | 19.24% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 1,810 | 336 | 0.03% | 0.03% | 180 | +264 | 17.08% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 1,780 | 330 | 0.0% | 0.0% | 181 | -490 | -21.59% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,712 | 323 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 1,674 | 317 | 0.21% | 0.22% | 183 | -27 | -1.59% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,656 | 307 | 0.0% | — | 184 | +1,656 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,650 | 306 | 0.0% | — | 185 | +1,650 | New | Q4 2025 | Feb 11, 2026 |
| Montaka Global Pty Ltd | History | New | 1,628 | 302 | 0.14% | — | 186 | +1,628 | New | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,614 | 299 | 0.05% | 0.04% | 187 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 1,604 | 297 | 0.02% | 0.03% | 188 | -141 | -8.08% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Added to | 1,576 | 292 | 0.0% | 0.0% | 189 | +1,295 | 460.85% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 1,530 | 284 | 0.02% | 0.02% | 190 | -68 | -4.26% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,500 | 278 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Added to | 1,463 | 271 | 0.0% | 0.0% | 192 | +6 | 0.41% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 1,457 | 270 | 0.1% | 0.11% | 193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,396 | 259 | 0.01% | 0.01% | 194 | +11 | 0.79% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 1,370 | 256 | 0.0% | 0.01% | 195 | -962 | -41.25% | Q4 2025 | Jan 23, 2026 |
| Elevated Private Wealth, LLC | History | New | 1,358 | 252 | 0.26% | — | 196 | +1,358 | New | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,353 | 251 | 0.0% | 0.0% | 197 | +226 | 20.05% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | No change | 1,304 | 242 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| ASPIRIANT, LLC | History | New | 1,297 | 240 | 0.01% | — | 199 | +1,297 | New | Q4 2025 | Jan 20, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 1,282 | 239 | 0.13% | 0.13% | 200 | -2 | -0.16% | Q4 2025 | Jan 05, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,274 | 236 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dash Acquisitions Inc. | History | Reduced | 1,202 | 227 | 0.05% | 0.5% | 202 | -12,326 | -91.11% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,208 | 224 | 0.0% | 0.0% | 203 | -644 | -34.77% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | New | 1,160 | 219 | 0.02% | — | 204 | +1,160 | New | Q4 2025 | Jan 20, 2026 |
| Allegheny Financial Group | History | No change | 1,154 | 214 | 0.03% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,148 | 213 | 0.02% | 0.02% | 206 | +3 | 0.26% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 1,082 | 201 | 0.0% | 0.0% | 207 | +293 | 37.14% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,080 | 200 | 0.0% | 0.0% | 208 | -170 | -13.6% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,075 | 199 | 0.0% | 0.0% | 209 | +736 | 217.11% | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,068 | 198 | 0.01% | 0.01% | 210 | +8 | 0.75% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,014 | 188 | 0.0% | 0.0% | 211 | +2 | 0.2% | Q4 2025 | Jan 28, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 878 | 163 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 740 | 137 | 0.0% | 0.0% | 213 | +376 | 103.3% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 614 | 114 | 0.01% | 0.01% | 214 | -20 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 617 | 114 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 609 | 113 | 0.0% | 0.0% | 216 | +334 | 121.45% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | No change | 600 | 111 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 599 | 111 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | Added to | 447 | 82 | 0.02% | 0.02% | 219 | +4 | 0.9% | Q4 2025 | Jan 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 439 | 81 | 0.04% | 0.04% | 220 | +3 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 428 | 79 | 0.0% | — | 221 | +428 | New | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | No change | 403 | 75 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dunhill Financial, LLC | History | No change | 400 | 74 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 394 | 73 | 0.01% | 0.01% | 224 | +1 | 0.25% | Q4 2025 | Feb 03, 2026 |
| TrinityBridge Ltd | History | No change | 300 | 56 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 300 | 55 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 262 | 48 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 251 | 46 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 238 | 44 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Y.D. More Investments Ltd | History | No change | 215 | 39 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 202 | 37 | 0.01% | — | 231 | +202 | New | Q4 2025 | Feb 09, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 200 | 37 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 37 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 173 | 32 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Archer Investment Corp | History | Reduced | 170 | 31 | 0.01% | 0.02% | 235 | -314 | -64.88% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 147 | 27 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 106 | 19 | 0.01% | — | 237 | +106 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 75 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 60 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 52 | 9 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | New | 44 | 8 | 0.0% | — | 243 | +44 | New | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | No change | 39 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | New | 25 | 4 | 0.0% | — | 246 | +25 | New | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 26 | 4 | 0.0% | 0.0% | 245 | -2 | -7.14% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | New | 20 | 3 | 0.0% | — | 247 | +20 | New | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | No change | 14 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 14 | 2 | 0.0% | 0.0% | 250 | -32 | -69.57% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | No change | 11 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.05% | — | -805,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85,459 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Silphium Asset Management Ltd | History | Closed out | 0 | 0 | — | 1.96% | — | -36,530 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Closed out | 0 | 0 | — | 0.01% | — | -7,908 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,347 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RDA Financial Network | History | Closed out | 0 | 0 | — | 0.11% | — | -2,357 | -100.0% | Q3 2025 | Oct 08, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,828 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,400 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -1,373 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -1,008 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AE Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |