iSHARES TRUST - XJH
Detailed investor-level table based on 13F positions.
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 AMERICA CORP /DE/ | History | Added to | 612,943 | 27,367 | 0.0% | 0.0% | 1 | +11,392 | 1.89% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 571,213 | 25,504 | 0.01% | 0.01% | 2 | +22,908 | 4.18% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 397,479 | 17,747 | 0.0% | 0.0% | 3 | +144,290 | 56.99% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 337,195 | 15,055 | 0.02% | 0.02% | 4 | +32,027 | 10.49% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 312,066 | 13,933 | 0.24% | 0.24% | 5 | -1,854 | -0.59% | Q4 2025 | Jan 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 252,076 | 11,255 | 0.16% | 0.17% | 6 | -5,598 | -2.17% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Added to | 213,468 | 9,531 | 0.21% | 0.2% | 7 | +2,022 | 0.96% | Q4 2025 | Feb 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 155,412 | 6,939 | 0.1% | 0.1% | 8 | -1,632 | -1.04% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 135,948 | 6,070 | 0.44% | 0.44% | 9 | +1,661 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 135,070 | 6,031 | 0.47% | 0.46% | 10 | -195 | -0.14% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 113,963 | 5,088 | 0.01% | — | 11 | +113,963 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 112,507 | 5,023 | 0.1% | 0.03% | 12 | +84,041 | 295.23% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 95,824 | 4,278 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Added to | 91,019 | 4,063 | 0.35% | 0.33% | 14 | +9,235 | 11.29% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,670 | 3,869 | 0.05% | 0.05% | 15 | +5,305 | 6.52% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 75,170 | 3,356 | 0.08% | 0.09% | 16 | +73 | 0.1% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Reduced | 60,978 | 2,722 | 0.04% | 0.06% | 17 | -1,571 | -2.51% | Q4 2025 | Mar 12, 2026 |
| Francis Financial, Inc. | History | Added to | 51,796 | 2,312 | 0.45% | 0.39% | 18 | +1,623 | 3.23% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 45,560 | 2,034 | 0.0% | 0.0% | 19 | +4,941 | 12.16% | Q4 2025 | Feb 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 44,302 | 1,978 | 0.99% | 1.0% | 20 | +580 | 1.33% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,815 | 1,867 | 0.0% | 0.0% | 21 | -2,769 | -6.21% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 38,151 | 1,703 | 0.0% | 0.0% | 22 | +15,972 | 72.01% | Q4 2025 | Feb 10, 2026 |
| Opes Wealth Management LLC | History | Reduced | 37,747 | 1,685 | 0.27% | 0.29% | 23 | -25 | -0.07% | Q4 2025 | Feb 02, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 34,742 | 1,551 | 1.1% | 1.0% | 24 | +3,477 | 11.12% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,178 | 1,481 | 0.0% | 0.0% | 25 | -7,528 | -18.49% | Q4 2025 | Feb 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 31,810 | 1,420 | 0.25% | 0.26% | 26 | -420 | -1.3% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 31,764 | 1,418 | 0.17% | 0.18% | 27 | -1,473 | -4.43% | Q4 2025 | Jan 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 31,248 | 1,395 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Affiance Financial, LLC | History | Added to | 31,038 | 1,385 | 0.22% | 0.25% | 29 | +66 | 0.21% | Q4 2025 | Jan 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 30,972 | 1,382 | 0.09% | 0.09% | 30 | +604 | 1.99% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 30,818 | 1,376 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,385 | 1,267 | 0.0% | 0.0% | 32 | +469 | 1.68% | Q4 2025 | Feb 06, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 27,895 | 1,245 | 0.5% | 2.55% | 33 | -109,315 | -79.67% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 27,267 | 1,217 | 0.03% | 0.03% | 34 | +5,923 | 27.75% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,808 | 1,196 | 0.01% | — | 35 | +26,808 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 26,734 | 1,193 | 0.0% | 0.0% | 36 | -645 | -2.36% | Q4 2025 | Mar 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 26,401 | 1,178 | 0.05% | 0.06% | 37 | -1,188 | -4.31% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,361 | 1,177 | 0.0% | 0.0% | 38 | +1,855 | 7.57% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Added to | 25,983 | 1,160 | 0.04% | 0.04% | 39 | +1,314 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,892 | 1,156 | 0.01% | 0.01% | 40 | -4,266 | -14.15% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,869 | 1,155 | 0.0% | 0.0% | 41 | +16,911 | 188.78% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 24,866 | 1,110 | 0.01% | 0.01% | 42 | -428 | -1.69% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,188 | 1,079 | 0.01% | 0.01% | 43 | +943 | 4.06% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,786 | 1,017 | 0.0% | — | 44 | +22,786 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,478 | 1,003 | 0.0% | 0.0% | 45 | -521 | -2.27% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 20,309 | 945 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 20,675 | 923 | 0.13% | 0.12% | 47 | -170 | -0.82% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20,530 | 916 | 0.02% | 0.02% | 48 | -90 | -0.44% | Q4 2025 | Jan 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 20,394 | 910 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Eley Financial Management, Inc | History | Added to | 20,240 | 903 | 0.32% | 0.31% | 50 | +699 | 3.58% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,917 | 889 | 0.0% | 0.0% | 51 | -463 | -2.27% | Q4 2025 | Feb 02, 2026 |
| BIRCHBROOK, INC. | History | Added to | 19,575 | 874 | 0.44% | 0.42% | 52 | +941 | 5.05% | Q4 2025 | Feb 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 19,395 | 866 | 0.05% | 0.05% | 53 | -3,250 | -14.35% | Q4 2025 | Feb 06, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 19,330 | 863 | 0.42% | 0.41% | 54 | +286 | 1.5% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 18,938 | 845 | 0.01% | 0.01% | 55 | +282 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Values Added Financial LLC | History | Reduced | 18,528 | 827 | 0.35% | 0.46% | 56 | -5,288 | -22.2% | Q4 2025 | Jan 16, 2026 |
| MGO ONE SEVEN LLC | History | New | 18,184 | 811 | 0.02% | — | 57 | +18,184 | New | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,404 | 810 | 0.0% | 0.0% | 58 | +1,175 | 7.24% | Q4 2025 | Jan 08, 2026 |
| Wealth Advisory Team LLC | History | New | 17,087 | 762 | 0.67% | — | 59 | +17,087 | New | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,248 | 725 | 0.0% | 0.0% | 60 | +2,803 | 20.85% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 15,638 | 698 | 0.0% | 0.0% | 61 | -3,961 | -20.21% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 15,545 | 694 | 0.01% | 0.01% | 62 | +368 | 2.42% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 15,470 | 690 | 0.44% | 0.44% | 63 | +10 | 0.06% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,934 | 666 | 0.0% | 0.0% | 64 | -13,324 | -47.15% | Q4 2025 | Feb 10, 2026 |
| Portland Global Advisors LLC | History | No change | 14,335 | 640 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 14,097 | 629 | 0.25% | 0.24% | 66 | -34 | -0.24% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | No change | 13,694 | 611 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 12,674 | 565 | 0.0% | 0.0% | 68 | +78 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 12,485 | 557 | 0.04% | 0.04% | 69 | +58 | 0.47% | Q4 2025 | Jan 07, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 12,108 | 540 | 0.11% | 0.11% | 70 | +260 | 2.19% | Q4 2025 | Jan 27, 2026 |
| BLB&B Advisors, LLC | History | Added to | 11,922 | 532 | 0.02% | 0.02% | 71 | +296 | 2.55% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,592 | 517 | 0.0% | 0.0% | 72 | +510 | 4.6% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,365 | 507 | 0.01% | 0.01% | 73 | -3,308 | -22.54% | Q4 2025 | Jan 20, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 10,720 | 499 | 0.06% | 0.06% | 74 | +161 | 1.52% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 10,926 | 488 | 0.01% | 0.01% | 75 | +323 | 3.05% | Q4 2025 | Feb 11, 2026 |
| Weil Company, Inc. | History | Reduced | 10,159 | 453 | 0.1% | 0.11% | 76 | -201 | -1.94% | Q4 2025 | Jan 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 9,200 | 411 | 0.05% | — | 77 | +9,200 | New | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,099 | 406 | 0.0% | 0.01% | 78 | -4,407 | -32.63% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,664 | 405 | 0.01% | 0.01% | 79 | +31 | 0.36% | Q4 2025 | Jan 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 8,880 | 396 | 0.01% | 0.01% | 80 | -111 | -1.23% | Q4 2025 | Feb 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,296 | 370 | 0.03% | 0.03% | 81 | -236 | -2.77% | Q4 2025 | Feb 05, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 8,240 | 367 | 0.28% | 0.3% | 82 | -240 | -2.83% | Q4 2025 | Jan 27, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 8,175 | 365 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 8,161 | 364 | 0.25% | 0.25% | 84 | +307 | 3.91% | Q4 2025 | Feb 03, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 8,008 | 357 | 0.06% | 0.05% | 85 | -313 | -3.76% | Q4 2025 | Jan 21, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 7,772 | 347 | 0.16% | — | 86 | +7,772 | New | Q4 2025 | Feb 10, 2026 |
| ALESCO ADVISORS LLC | History | No change | 7,742 | 345 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | Added to | 7,687 | 343 | 0.02% | 0.02% | 88 | +33 | 0.43% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 7,449 | 332 | 0.0% | 0.0% | 89 | +4 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 7,016 | 313 | 0.15% | — | 90 | +7,016 | New | Q4 2025 | Jan 09, 2026 |
| Asset Dedication, LLC | History | Added to | 6,971 | 311 | 0.02% | 0.02% | 91 | +966 | 16.09% | Q4 2025 | Jan 26, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 6,968 | 311 | 0.02% | 0.02% | 92 | +67 | 0.97% | Q4 2025 | Jan 23, 2026 |
| Impact Investors, Inc | History | Added to | 6,736 | 300 | 0.21% | 0.19% | 93 | +60 | 0.9% | Q4 2025 | Jan 21, 2026 |
| Optas, LLC | History | Reduced | 6,686 | 298 | 0.05% | 0.05% | 94 | -102 | -1.5% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 6,637 | 296 | 0.0% | 0.0% | 95 | +4,875 | 276.67% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,483 | 289 | 0.0% | 0.0% | 96 | +130 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 6,041 | 269 | 0.02% | 0.02% | 97 | +797 | 15.2% | Q4 2025 | Jan 23, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 5,924 | 264 | 0.14% | 0.13% | 98 | +400 | 7.24% | Q4 2025 | Jan 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 5,819 | 259 | 0.03% | 0.03% | 99 | +11 | 0.19% | Q4 2025 | Jan 27, 2026 |
| Capital Advantage, Inc. | History | New | 5,535 | 247 | 0.03% | — | 100 | +5,535 | New | Q4 2025 | Jan 07, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 5,552 | 247 | 0.25% | 0.27% | 101 | -158 | -2.77% | Q4 2025 | Jan 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 5,504 | 245 | 0.15% | — | 103 | +5,504 | New | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,489 | 245 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sound Stewardship, LLC | History | Reduced | 5,455 | 243 | 0.12% | 0.12% | 104 | -47 | -0.85% | Q4 2025 | Jan 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 5,314 | 237 | 0.16% | 0.15% | 105 | -103 | -1.9% | Q4 2025 | Feb 10, 2026 |
| Financial Council, LLC | History | Reduced | 5,166 | 230 | 0.09% | 0.1% | 106 | -150 | -2.82% | Q4 2025 | Feb 05, 2026 |
| Rede Wealth, LLC | History | New | 5,143 | 229 | 0.08% | — | 107 | +5,143 | New | Q4 2025 | Jan 23, 2026 |
| Tribridge Partners Financial LLC | History | New | 5,129 | 229 | 0.1% | — | 108 | +5,129 | New | Q4 2025 | Jan 26, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 5,097 | 227 | 0.08% | 0.07% | 109 | +501 | 10.9% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,937 | 220 | 0.0% | — | 110 | +4,937 | New | Q4 2025 | Jan 23, 2026 |
| ROGCO, LP | History | No change | 4,921 | 219 | 0.07% | 0.08% | 111 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McNamara Financial Services, Inc. | History | New | 4,749 | 212 | 0.04% | — | 112 | +4,749 | New | Q4 2025 | Jan 21, 2026 |
| Freedom Financial Partners LLC | History | Added to | 4,693 | 209 | 0.08% | 0.08% | 113 | +16 | 0.34% | Q4 2025 | Jan 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,529 | 202 | 0.0% | — | 114 | +4,529 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 4,414 | 197 | 0.02% | 0.01% | 115 | +1,308 | 42.11% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 3,806 | 169 | 0.01% | 0.0% | 116 | +1,264 | 49.72% | Q4 2025 | Feb 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 3,496 | 156 | 0.01% | 0.01% | 117 | +244 | 7.5% | Q4 2025 | Feb 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 3,358 | 149 | 0.03% | 0.03% | 118 | +3 | 0.09% | Q4 2025 | Feb 04, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 3,030 | 135 | 0.04% | 0.09% | 119 | -3,650 | -54.64% | Q4 2025 | Jan 21, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,000 | 133 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,839 | 126 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Stephens Consulting, LLC | History | Reduced | 2,763 | 123 | 0.04% | 0.04% | 122 | -57 | -2.02% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 2,640 | 117 | 0.0% | — | 123 | +2,640 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,572 | 114 | 0.0% | 0.0% | 124 | -569 | -18.12% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,229 | 99 | 0.08% | — | 125 | +2,229 | New | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 2,103 | 93 | 0.03% | 0.02% | 126 | +733 | 53.5% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,972 | 88 | 0.0% | 0.0% | 127 | +7 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,912 | 85 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,810 | 80 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,295 | 57 | 0.01% | 0.01% | 130 | -5 | -0.38% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,196 | 53 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,087 | 52 | 0.02% | — | 133 | +1,087 | New | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,178 | 52 | 0.0% | 0.0% | 132 | +25 | 2.17% | Q4 2025 | Jan 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 991 | 44 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | Added to | 971 | 43 | 0.0% | 0.0% | 136 | +114 | 13.3% | Q4 2025 | Feb 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 971 | 43 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | New | 894 | 39 | 0.0% | — | 137 | +894 | New | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 852 | 38 | 0.0% | 0.0% | 139 | -113 | -11.71% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | No change | 867 | 38 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 848 | 37 | 0.0% | 0.0% | 140 | -125 | -12.85% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 829 | 37 | 0.03% | 0.03% | 141 | +4 | 0.48% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | No change | 791 | 35 | 0.03% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wells Financial Advisors INC | History | No change | 800 | 35 | 0.07% | 0.05% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 780 | 34 | 0.02% | 0.02% | 144 | +7 | 0.91% | Q4 2025 | Feb 06, 2026 |
| Sherman Asset Management, Inc. | History | New | 742 | 33 | 0.03% | — | 146 | +742 | New | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 710 | 33 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | No change | 700 | 31 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 688 | 30 | 0.0% | — | 148 | +688 | New | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 683 | 30 | 0.0% | 0.0% | 149 | +3 | 0.44% | Q4 2025 | Jan 27, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 581 | 25 | 0.02% | — | 151 | +581 | New | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 579 | 25 | 0.0% | — | 150 | +579 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 508 | 22 | 0.0% | 0.0% | 152 | +205 | 67.66% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 330 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 250 | 11 | 0.0% | 0.0% | 154 | -525 | -67.74% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 250 | 11 | 0.0% | 0.0% | 155 | +53 | 26.9% | Q4 2025 | Feb 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 245 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Redwood Park Advisors LLC | History | Added to | 211 | 9 | 0.01% | 0.01% | 157 | +1 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 191 | 8 | 0.01% | — | 158 | +191 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 124 | 5 | 0.0% | — | 159 | +124 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 120 | 5 | 0.0% | — | 160 | +120 | New | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 84 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Community Bank, N.A. | History | New | 58 | 2 | 0.0% | — | 165 | +58 | New | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | New | 27 | 1 | 0.0% | — | 167 | +27 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 166 | -10 | -25.0% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 169 | +1 | 4.17% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | No change | 36 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,815 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Urban Financial Advisory Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |