iSHARES TRUST - XT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 32,752,270 | 2,284,143 | 4.33% | 4.55% | 1 | -410,155 | -1.24% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,512,452 | 105,478 | 0.01% | 0.0% | 2 | +1,269,670 | 522.97% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 624,671 | 43,564 | 0.01% | 0.01% | 3 | +1,446 | 0.23% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 612,631 | 42,735 | 0.01% | 0.01% | 4 | -2,969 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 547,287 | 38,167 | 0.06% | 0.06% | 5 | +11,212 | 2.09% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 303,431 | 21,161 | 0.03% | 0.02% | 6 | +51,118 | 20.26% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 280,976 | 19,595 | 0.0% | 0.0% | 7 | -3,782 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 253,082 | 17,649 | 0.35% | 0.37% | 8 | +5,935 | 2.4% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Reduced | 217,711 | 15,183 | 0.0% | 0.0% | 9 | -58,095 | -21.06% | Q4 2025 | Jan 29, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 211,305 | 14,736 | 1.83% | 1.9% | 10 | +10,970 | 5.48% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 206,320 | 14,388 | 0.0% | 0.0% | 11 | -3,917 | -1.86% | Q4 2025 | Feb 18, 2026 |
| Wharton Business Group, LLC | History | No change | 202,875 | 14,148 | 0.54% | 0.64% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 184,090 | 12,838 | 0.03% | 0.04% | 13 | -2,919 | -1.56% | Q4 2025 | Jan 26, 2026 |
| Stratos Investment Management, LLC | History | Added to | 180,097 | 12,560 | 0.5% | 0.52% | 14 | +3,627 | 2.06% | Q4 2025 | Jan 20, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 123,586 | 8,618 | 0.72% | 0.78% | 15 | -2,852 | -2.26% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 121,959 | 8,505 | 0.01% | 0.01% | 16 | -7,880 | -6.07% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 110,319 | 7,693 | 0.56% | 0.64% | 17 | -5,058 | -4.38% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 99,827 | 6,961 | 0.08% | 0.08% | 18 | +4,946 | 5.21% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 99,355 | 6,929 | 0.01% | 0.01% | 19 | +2,366 | 2.44% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 99,299 | 6,925 | 0.13% | 0.16% | 20 | +7,075 | 7.67% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,942 | 6,900 | 0.03% | 0.03% | 21 | +4,981 | 5.3% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 94,389 | 6,582 | 2.2% | 2.29% | 22 | +1,396 | 1.5% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | New | 91,922 | 6,410 | 0.21% | — | 23 | +91,922 | New | Q4 2025 | Jan 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 91,089 | 6,352 | 0.2% | 0.22% | 24 | -64 | -0.07% | Q4 2025 | Jan 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 90,768 | 6,330 | 0.01% | 0.01% | 25 | -1,659 | -1.79% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 88,666 | 6,183 | 0.0% | 0.0% | 26 | +4,600 | 5.47% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,554 | 5,617 | 0.0% | 0.0% | 27 | +10,302 | 14.66% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 5,370 | 5,370 | 0.0% | — | 28 | +5,370 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 73,631 | 5,135 | 0.3% | 0.32% | 29 | -255 | -0.35% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 72,567 | 5,060 | 0.1% | 0.12% | 30 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Valmark Advisers, Inc. | History | Added to | 71,642 | 4,996 | 0.06% | 0.06% | 31 | +3,881 | 5.73% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 71,409 | 4,980 | 0.04% | 0.05% | 32 | -22,062 | -23.6% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,028 | 4,744 | 0.0% | 0.0% | 33 | +6,362 | 10.32% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 65,711 | 4,582 | 0.01% | 0.0% | 34 | +16,457 | 33.41% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 63,420 | 4,422 | 0.01% | 0.03% | 35 | -63,000 | -49.83% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 60,335 | 4,207 | 0.0% | 0.0% | 36 | -13,770 | -18.58% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,795 | 3,961 | 0.01% | 0.0% | 37 | +7,279 | 14.7% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 50,315 | 3,508 | 0.0% | — | 38 | +50,315 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,415 | 3,446 | 0.0% | 0.0% | 39 | +2,094 | 4.43% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 41,350 | 2,883 | 0.09% | 0.37% | 40 | -133,496 | -76.35% | Q4 2025 | Jan 09, 2026 |
| FMR LLC | History | Added to | 39,882 | 2,781 | 0.0% | 0.0% | 41 | +4,770 | 13.59% | Q4 2025 | Feb 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 39,840 | 2,778 | 0.4% | 0.42% | 42 | -260 | -0.65% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,120 | 2,728 | 0.05% | 0.12% | 43 | -41,822 | -51.67% | Q4 2025 | Feb 03, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 38,450 | 2,681 | 0.63% | 0.62% | 44 | +3,151 | 8.93% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 38,006 | 2,650 | 0.01% | 0.01% | 45 | +927 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 32,651 | 2,347 | 0.01% | 0.01% | 46 | +509 | 1.58% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 30,209 | 2,198 | 0.25% | 0.27% | 47 | -191 | -0.63% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 31,219 | 2,177 | 1.02% | 1.05% | 48 | -666 | -2.09% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,993 | 2,161 | 0.01% | 0.01% | 49 | +865 | 2.87% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 30,528 | 2,129 | 0.05% | 0.05% | 50 | +87 | 0.29% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 28,120 | 1,961 | 0.07% | 0.07% | 51 | +3,322 | 13.4% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 26,364 | 1,838 | 0.01% | 0.01% | 52 | +5,477 | 26.22% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 25,088 | 1,749 | 0.1% | 0.11% | 53 | -1,280 | -4.85% | Q4 2025 | Jan 27, 2026 |
| Opus Financial Solutions LLC | History | New | 24,058 | 1,677 | 1.58% | — | 54 | +24,058 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,060 | 1,608 | 0.0% | 0.0% | 55 | +107 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 22,994 | 1,603 | 0.2% | 0.2% | 56 | -9,302 | -28.8% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 22,441 | 1,565 | 0.32% | 0.35% | 57 | +1,547 | 7.4% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 22,286 | 1,554 | 0.08% | 0.12% | 58 | -17,098 | -43.41% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,152 | 1,544 | 0.0% | 0.0% | 59 | +95 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,032 | 1,536 | 0.02% | 0.02% | 60 | -243 | -1.09% | Q4 2025 | Feb 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,630 | 1,438 | 0.03% | 0.03% | 61 | -472 | -2.24% | Q4 2025 | Jan 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 20,483 | 1,428 | 0.08% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Reduced | 19,928 | 1,389 | 0.0% | 0.0% | 63 | -3,939 | -16.5% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 19,161 | 1,336 | 0.13% | 0.39% | 64 | -5,747 | -23.07% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 18,520 | 1,291 | 0.18% | 0.21% | 65 | +41 | 0.22% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,593 | 1,226 | 0.0% | 0.0% | 66 | +200 | 1.15% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,547 | 1,223 | 0.03% | 0.0% | 67 | +15,989 | 1026.25% | Q4 2025 | Feb 05, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 16,266 | 1,134 | 0.11% | 0.12% | 68 | -1,141 | -6.55% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,895 | 1,108 | 0.0% | 0.0% | 69 | +5,250 | 49.32% | Q4 2025 | Feb 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 14,991 | 1,089 | 0.32% | 0.73% | 70 | -15,592 | -50.98% | Q4 2025 | Feb 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 15,489 | 1,080 | 0.06% | 0.06% | 71 | +115 | 0.75% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 14,938 | 1,041 | 0.06% | 0.07% | 72 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COURIER CAPITAL LLC | History | Added to | 14,249 | 993 | 0.06% | 0.05% | 73 | +1,213 | 9.31% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 14,217 | 991 | 0.01% | 0.01% | 74 | -806 | -5.37% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,115 | 984 | 0.01% | 0.01% | 75 | -920 | -6.12% | Q4 2025 | Jan 26, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 13,554 | 945 | 0.07% | 0.07% | 76 | -290 | -2.09% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 13,250 | 924 | 0.13% | 0.13% | 77 | -226 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,014 | 907 | 0.01% | 0.01% | 78 | -1,171 | -8.26% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,765 | 890 | 0.0% | 0.0% | 79 | -789 | -5.82% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 12,423 | 866 | 0.0% | 0.0% | 80 | +2,328 | 23.06% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,258 | 854 | 0.0% | 0.0% | 81 | +169 | 1.4% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,188 | 849 | 0.0% | 0.01% | 82 | +123 | 1.02% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,483 | 826 | 0.0% | 0.0% | 83 | +11,464 | 104.04% | Q4 2025 | Feb 18, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 11,741 | 818 | 0.03% | 0.03% | 84 | -284 | -2.36% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,080 | 796 | 0.0% | 0.0% | 85 | -455 | -3.94% | Q4 2025 | Jan 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,278 | 786 | 0.04% | 0.04% | 86 | -5 | -0.04% | Q4 2025 | Jan 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,143 | 777 | 0.01% | 0.01% | 87 | -93 | -0.83% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 11,047 | 770 | 0.0% | 0.0% | 88 | +504 | 4.78% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,407 | 725 | 0.01% | — | 89 | +10,407 | New | Q4 2025 | Jan 29, 2026 |
| MGB Wealth Management, LLC | History | Added to | 10,289 | 717 | 0.21% | 0.2% | 90 | +230 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Family Office Research LLC | History | Reduced | 10,016 | 704 | 0.29% | 0.43% | 91 | -3,608 | -26.48% | Q4 2025 | Feb 09, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 9,913 | 691 | 0.38% | 0.41% | 92 | -73 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 9,731 | 683 | 0.16% | 0.18% | 93 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 9,775 | 681 | 0.21% | 0.18% | 94 | +1,504 | 18.18% | Q4 2025 | Jan 20, 2026 |
| Curran Financial Partners, LLC | History | No change | 9,760 | 680 | 0.13% | 0.14% | 95 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,731 | 678 | 0.0% | 0.0% | 96 | +75 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 9,535 | 664 | 0.07% | 0.09% | 97 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,452 | 659 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REDW Wealth LLC | History | Reduced | 9,254 | 645 | 0.25% | 0.3% | 99 | -1,759 | -15.97% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Added to | 9,152 | 638 | 0.02% | 0.02% | 101 | +635 | 7.46% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 8,903 | 638 | 0.01% | 0.02% | 100 | -294 | -3.2% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,873 | 618 | 0.0% | 0.0% | 102 | +1,003 | 12.74% | Q4 2025 | Feb 13, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 8,800 | 613 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vivaldi Capital Management LP | History | Added to | 8,740 | 609 | 0.08% | 0.08% | 104 | +452 | 5.45% | Q4 2025 | Feb 13, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 8,508 | 593 | 0.34% | 0.42% | 105 | -1,557 | -15.47% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,496 | 592 | 0.01% | 0.01% | 106 | +1,345 | 18.81% | Q4 2025 | Jan 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,269 | 576 | 0.03% | 0.04% | 107 | +6 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 8,060 | 562 | 0.0% | — | 108 | +8,060 | New | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 8,034 | 560 | 0.01% | 0.01% | 109 | +818 | 11.34% | Q4 2025 | Mar 12, 2026 |
| Destination Wealth Management | History | Reduced | 7,765 | 541 | 0.01% | 0.02% | 110 | -423 | -5.17% | Q4 2025 | Feb 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 7,752 | 540 | 0.35% | 0.41% | 111 | -899 | -10.39% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 7,618 | 531 | 0.37% | 0.39% | 112 | -110 | -1.42% | Q4 2025 | Jan 22, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 7,353 | 530 | 0.37% | 0.38% | 113 | -291 | -3.81% | Q4 2025 | Jan 15, 2026 |
| HB Wealth Management, LLC | History | No change | 7,525 | 524 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BostonPremier Wealth LLC | History | Added to | 7,409 | 516 | 0.26% | 0.26% | 115 | +209 | 2.9% | Q4 2025 | Jan 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 7,373 | 514 | 0.33% | 0.27% | 116 | +332 | 4.72% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,276 | 507 | 0.0% | 0.0% | 117 | -1,299 | -15.15% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,199 | 502 | 0.0% | 0.0% | 118 | +10 | 0.14% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,184 | 501 | 0.0% | — | 119 | +7,184 | New | Q4 2025 | Feb 18, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,191 | 501 | 0.02% | 0.02% | 120 | +246 | 3.54% | Q4 2025 | Jan 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,071 | 493 | 0.03% | 0.03% | 121 | -50 | -0.7% | Q4 2025 | Feb 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 7,056 | 492 | 0.12% | 0.11% | 122 | +945 | 15.46% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 7,012 | 489 | 0.02% | 0.02% | 123 | +366 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,994 | 487 | 0.0% | 0.0% | 124 | +8 | 0.11% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 6,854 | 478 | 0.03% | 0.03% | 125 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 6,846 | 477 | 0.0% | 0.0% | 126 | +6,425 | 1526.13% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,728 | 469 | 0.0% | 0.0% | 127 | -1,556 | -18.78% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,490 | 452 | 0.02% | — | 128 | +6,490 | New | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,475 | 451 | 0.01% | 0.01% | 129 | -8 | -0.12% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,326 | 441 | 0.03% | 0.02% | 130 | +227 | 3.72% | Q4 2025 | Jan 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 5,909 | 412 | 0.05% | 0.05% | 131 | -24 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,704 | 411 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Madrid Wealth Management, LLC | History | New | 5,848 | 407 | 0.33% | — | 133 | +5,848 | New | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,826 | 406 | 0.0% | 0.0% | 134 | +92 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 5,815 | 405 | 0.17% | 0.17% | 135 | +301 | 5.46% | Q4 2025 | Jan 22, 2026 |
| VERITY Wealth Advisors | History | Added to | 5,786 | 403 | 0.25% | 0.2% | 136 | +1,485 | 34.53% | Q4 2025 | Jan 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 5,562 | 387 | 0.04% | 0.04% | 137 | -19 | -0.34% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,415 | 377 | 0.01% | 0.01% | 138 | +288 | 5.62% | Q4 2025 | Jan 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,193 | 375 | 0.04% | 0.07% | 140 | -2,371 | -31.35% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,382 | 375 | 0.01% | 0.01% | 139 | -183 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 5,286 | 368 | 0.02% | 0.02% | 143 | -86 | -1.6% | Q4 2025 | Feb 10, 2026 |
| Symmetry Partners, LLC | History | Reduced | 5,289 | 368 | 0.02% | 0.04% | 142 | -51 | -0.96% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | No change | 5,280 | 368 | 0.03% | 0.04% | 141 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Western Wealth Management, LLC | History | New | 5,023 | 350 | 0.02% | — | 144 | +5,023 | New | Q4 2025 | Feb 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,963 | 346 | 0.05% | 0.05% | 145 | +63 | 1.29% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,923 | 343 | 0.0% | 0.0% | 146 | +82 | 1.69% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,911 | 342 | 0.0% | 0.0% | 147 | +7 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,902 | 341 | 0.0% | 0.0% | 148 | -297 | -5.71% | Q4 2025 | Mar 09, 2026 |
| COMERICA BANK | History | Reduced | 4,855 | 338 | 0.0% | 0.0% | 149 | -152 | -3.04% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,829 | 336 | 0.0% | 0.0% | 150 | +221 | 4.8% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,809 | 335 | 0.01% | 0.01% | 151 | +493 | 11.42% | Q4 2025 | Feb 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,713 | 328 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EQ LLC | History | Reduced | 4,578 | 319 | 0.09% | 0.12% | 154 | -223 | -4.64% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,576 | 319 | 0.0% | 0.0% | 153 | +91 | 2.03% | Q4 2025 | Feb 02, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,454 | 310 | 0.02% | 0.02% | 155 | +247 | 5.87% | Q4 2025 | Feb 11, 2026 |
| Selective Wealth Management, Inc. | History | No change | 4,279 | 307 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Embree Financial Group | History | Added to | 4,304 | 300 | 0.04% | 0.04% | 158 | +281 | 6.98% | Q4 2025 | Jan 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,312 | 300 | 0.01% | 0.01% | 157 | +108 | 2.57% | Q4 2025 | Jan 29, 2026 |
| PFG Private Wealth Management, LLC | History | New | 4,277 | 298 | 0.13% | — | 159 | +4,277 | New | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,269 | 297 | 0.0% | 0.0% | 160 | -1,703 | -28.52% | Q4 2025 | Feb 18, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,253 | 296 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Compound Planning, Inc. | History | Added to | 4,238 | 295 | 0.01% | 0.01% | 162 | +105 | 2.54% | Q4 2025 | Feb 19, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,218 | 294 | 0.0% | 0.0% | 163 | -847 | -16.72% | Q4 2025 | Jan 30, 2026 |
| Vise Technologies, Inc. | History | New | 4,192 | 292 | 0.01% | — | 164 | +4,192 | New | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,130 | 288 | 0.0% | 0.0% | 165 | -537 | -11.51% | Q4 2025 | Feb 17, 2026 |
| Detalus Advisors, LLC | History | Reduced | 4,105 | 286 | 0.07% | 0.08% | 166 | -254 | -5.83% | Q4 2025 | Feb 03, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 4,026 | 280 | 0.23% | — | 167 | +4,026 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,997 | 278 | 0.0% | 0.0% | 168 | +144 | 3.74% | Q4 2025 | Mar 16, 2026 |
| CFO4Life Group, LLC | History | No change | 3,961 | 276 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,849 | 270 | 0.02% | 0.02% | 170 | +1,050 | 37.51% | Q4 2025 | Jan 15, 2026 |
| Invst, LLC | History | Reduced | 3,600 | 251 | 0.03% | 0.03% | 171 | -138 | -3.69% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,588 | 250 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | New | 3,518 | 245 | 0.0% | — | 173 | +3,518 | New | Q4 2025 | Feb 09, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,511 | 244 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | No change | 3,445 | 240 | 0.07% | 0.08% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 3,383 | 235 | 0.03% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 3,323 | 231 | 0.07% | 0.07% | 177 | +238 | 7.71% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,285 | 229 | 0.02% | 0.02% | 178 | +91 | 2.85% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | No change | 3,266 | 227 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,222 | 224 | 0.0% | 0.0% | 180 | -1,384 | -30.05% | Q4 2025 | Feb 18, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,188 | 222 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 3,162 | 220 | 0.08% | 0.09% | 182 | -152 | -4.59% | Q4 2025 | Jan 08, 2026 |
| Sigma Planning Corp | History | Reduced | 3,140 | 218 | 0.01% | 0.01% | 183 | -46 | -1.44% | Q4 2025 | Jan 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,071 | 214 | 0.01% | 0.01% | 185 | -1,749 | -36.29% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,070 | 214 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,045 | 212 | 0.04% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Retirement Planning Group, LLC | History | New | 3,025 | 210 | 0.01% | — | 187 | +3,025 | New | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,996 | 208 | 0.0% | 0.0% | 189 | -14,222 | -82.6% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 2,993 | 208 | 0.11% | 0.13% | 188 | -363 | -10.82% | Q4 2025 | Jan 28, 2026 |
| American Financial Advisors, LLC | History | New | 2,971 | 207 | 0.03% | — | 190 | +2,971 | New | Q4 2025 | Feb 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,920 | 203 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,920 | 203 | 0.04% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | Reduced | 2,817 | 196 | 0.03% | 0.03% | 193 | -372 | -11.67% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 2,578 | 179 | 0.0% | 0.0% | 194 | -1,741 | -40.31% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,563 | 178 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 2,182 | 152 | 0.0% | — | 196 | +2,182 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Added to | 2,148 | 149 | 0.0% | 0.0% | 197 | +230 | 11.99% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,987 | 138 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,746 | 121 | 0.0% | 0.0% | 200 | -454 | -20.64% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,737 | 121 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOM Asset Management Ltd | History | Added to | 1,700 | 118 | 0.03% | 0.03% | 201 | +500 | 41.67% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,529 | 106 | 0.0% | 0.0% | 202 | -474 | -23.66% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,342 | 94 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,289 | 89 | 0.0% | 0.0% | 204 | +51 | 4.12% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1,139 | 79 | 0.02% | 0.02% | 205 | -155 | -11.98% | Q4 2025 | Feb 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 978 | 68 | 0.01% | — | 206 | +978 | New | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 805 | 56 | 0.0% | 0.0% | 207 | +500 | 163.93% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | No change | 779 | 54 | 0.02% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 750 | 52 | 0.0% | — | 209 | +750 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 751 | 52 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 720 | 50 | 0.05% | 0.06% | 212 | -45 | -5.88% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Added to | 717 | 50 | 0.01% | 0.01% | 211 | +41 | 6.07% | Q4 2025 | Feb 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 700 | 48 | 0.01% | — | 213 | +700 | New | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 667 | 46 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 643 | 44 | 0.0% | 0.0% | 215 | -305 | -32.17% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | No change | 640 | 44 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Horizon Investments, LLC | History | Added to | 517 | 36 | 0.0% | 0.0% | 217 | +52 | 11.18% | Q4 2025 | Feb 02, 2026 |
| Finley Financial, LLC | History | No change | 500 | 34 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 433 | 31 | 0.0% | 0.0% | 219 | +355 | 455.13% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 420 | 29 | 0.0% | 0.0% | 221 | +185 | 78.72% | Q4 2025 | Jan 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 423 | 29 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 419 | 29 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 387 | 27 | 0.02% | 0.02% | 224 | +27 | 7.5% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 400 | 27 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | No change | 385 | 26 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 369 | 25 | 0.0% | 0.0% | 226 | -790 | -68.16% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 360 | 25 | 0.01% | — | 228 | +360 | New | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | No change | 360 | 25 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | No change | 335 | 23 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pacific Center for Financial Services | History | No change | 298 | 21 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 300 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 294 | 20 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 275 | 19 | 0.0% | 0.0% | 233 | +8 | 3.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Watch Advisors, INC | History | No change | 274 | 19 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 263 | 18 | 0.0% | 0.0% | 235 | +187 | 246.05% | Q4 2025 | Feb 11, 2026 |
| Navalign, LLC | History | New | 250 | 17 | 0.0% | — | 237 | +250 | New | Q4 2025 | Feb 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 258 | 17 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 252 | 17 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kingdom Financial Group LLC. | History | New | 231 | 16 | 0.0% | — | 240 | +231 | New | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 231 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CDKV HOLDINGS LLC | History | New | 229 | 15 | 0.01% | — | 243 | +229 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 228 | 15 | 0.0% | — | 242 | +228 | New | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | No change | 229 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 208 | 14 | 0.0% | 0.0% | 244 | +83 | 66.4% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 210 | 14 | 0.0% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 194 | 13 | 0.0% | — | 246 | +194 | New | Q4 2025 | Jan 28, 2026 |
| Strategic Wealth Advisors LLC | History | New | 194 | 13 | 0.01% | — | 247 | +194 | New | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 160 | 11 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 103 | 7 | 0.0% | — | 252 | +103 | New | Q4 2025 | Jan 15, 2026 |
| TD Capital Management LLC | History | Added to | 105 | 7 | 0.0% | 0.0% | 251 | +7 | 7.14% | Q4 2025 | Feb 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 104 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Accordant Advisory Group Inc | History | New | 98 | 6 | 0.0% | — | 253 | +98 | New | Q4 2025 | Jan 22, 2026 |
| Asset Dedication, LLC | History | Added to | 75 | 5 | 0.0% | 0.0% | 254 | +60 | 400.0% | Q4 2025 | Jan 26, 2026 |
| Balentine LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parvin Asset Management, LLC | History | New | 61 | 4 | 0.0% | — | 257 | +61 | New | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | New | 60 | 4 | 0.0% | — | 256 | +60 | New | Q4 2025 | Jan 29, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 53 | 3 | 0.0% | 0.0% | 258 | -53 | -50.0% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 38 | 3 | 0.0% | — | 262 | +38 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 50 | 3 | 0.0% | 0.0% | 260 | +4 | 8.7% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Piscataqua Savings Bank | History | No change | 50 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REAP Financial Group, LLC | History | New | 41 | 2 | 0.0% | — | 266 | +41 | New | Q4 2025 | Feb 10, 2026 |
| Estate Planners Group, LLC | History | New | 39 | 2 | 0.0% | — | 267 | +39 | New | Q4 2025 | Apr 07, 2026 |
| RED REEF ADVISORS LLC | History | New | 35 | 2 | 0.0% | — | 268 | +35 | New | Q4 2025 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 263 | -20 | -35.71% | Q4 2025 | Jan 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 25 | 1 | 0.0% | — | 273 | +25 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 17 | 1 | 0.0% | — | 269 | +17 | New | Q4 2025 | Feb 09, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 17 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -126,029 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -60,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -38,867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,174 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,425 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,006 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,547 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,884 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -3,570 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,488 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,275 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Fortress Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,985 | -100.0% | Q3 2025 | Oct 20, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,812 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,748 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.07% | — | -1,449 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -908 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5 | 0 | — | — | — | -6 | -54.55% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Smartleaf Asset Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |