AAON, INC. - AAON
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 6,839,277 | 521,494 | 0.09% | 0.08% | 1 | +2,099,385 | 44.29% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 6,396,750 | 487,752 | 0.01% | 0.01% | 2 | +15,385 | 0.24% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,396,501 | 487,733 | 0.01% | 0.01% | 3 | -77,588 | -1.2% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 2,043,741 | 155,835 | 0.01% | 0.01% | 4 | -3,112 | -0.15% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 1,849,643 | 141,035 | 2.65% | 3.24% | 5 | -173,503 | -8.58% | Q4 2025 | Feb 12, 2026 |
| WASATCH ADVISORS LP | History | New | 1,831,414 | 139,645 | 0.83% | — | 6 | +1,831,414 | New | Q4 2025 | Feb 12, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 1,776,013 | 135,420 | 2.28% | 2.54% | 7 | +84,693 | 5.01% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Reduced | 1,687,671 | 128,685 | 0.01% | 0.01% | 8 | -321,778 | -16.01% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,679,025 | 128,025 | 0.34% | 0.45% | 9 | -140,267 | -7.71% | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,664,703 | 126,933 | 1.29% | 1.63% | 10 | -655,616 | -28.26% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,649,114 | 125,744 | 0.09% | 0.13% | 11 | -284,481 | -14.71% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,408,432 | 107,402 | 0.02% | 0.03% | 12 | -3,006 | -0.21% | Q4 2025 | Feb 12, 2026 |
| Impax Asset Management Group plc | History | Added to | 1,403,648 | 107,028 | 0.67% | 0.49% | 13 | +487,601 | 53.23% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,381,303 | 105,343 | 0.01% | 0.01% | 14 | +20,588 | 1.51% | Q4 2025 | Feb 09, 2026 |
| Capital International Investors | History | Reduced | 1,328,881 | 101,327 | 0.02% | 0.02% | 15 | -142,911 | -9.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,299,259 | 99,070 | 0.02% | 0.02% | 16 | +160,653 | 14.11% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,270,816 | 96,899 | 0.0% | 0.01% | 17 | -25,825 | -1.99% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,232,149 | 93,951 | 0.25% | 0.33% | 18 | -214,827 | -14.85% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,222,706 | 93,231 | 0.02% | 0.0% | 19 | +1,209,205 | 8956.41% | Q4 2025 | Feb 11, 2026 |
| Spyglass Capital Management LLC | History | Added to | 1,198,921 | 91,417 | 4.57% | 5.33% | 20 | +130,062 | 12.17% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 879,467 | 67,059 | 0.07% | 0.11% | 21 | -317,403 | -26.52% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 863,299 | 65,826 | 0.0% | 0.01% | 22 | -323,286 | -27.25% | Q4 2025 | Feb 11, 2026 |
| Copeland Capital Management, LLC | History | Added to | 799,977 | 60,998 | 1.36% | 1.42% | 23 | +71,853 | 9.87% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Reduced | 785,141 | 59,867 | 0.08% | 0.1% | 24 | -42,899 | -5.18% | Q4 2025 | Feb 13, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 766,207 | 58,423 | 0.33% | 0.38% | 25 | -23,102 | -2.93% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 751,640 | 57,312 | 0.01% | 0.01% | 26 | -11,071 | -1.45% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Added to | 738,016 | 56,273 | 0.15% | 0.18% | 27 | +11,109 | 1.53% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 697,097 | 53,153 | 0.01% | 0.01% | 28 | +3,537 | 0.51% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 681,758 | 51,984 | 0.8% | 0.96% | 29 | +160 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 636,296 | 48,517 | 0.63% | 0.7% | 30 | +57,281 | 9.89% | Q4 2025 | Feb 05, 2026 |
| Capital World Investors | History | Added to | 580,774 | 44,284 | 0.01% | 0.01% | 31 | +51,428 | 9.72% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 547,894 | 41,776 | 0.07% | 0.08% | 32 | +52,517 | 10.6% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 527,520 | 41,774 | 0.07% | 0.09% | 33 | -32,851 | -5.86% | Q4 2025 | Jan 15, 2026 |
| Pembroke Management, LTD | History | Reduced | 547,215 | 41,725 | 4.31% | 5.13% | 34 | -5,934 | -1.07% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 545,368 | 41,584 | 0.0% | — | 35 | +545,368 | New | Q4 2025 | Feb 10, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 529,750 | 40,393 | 1.21% | 0.79% | 36 | +166,100 | 45.68% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 481,618 | 36,723 | 0.01% | 0.0% | 37 | +367,241 | 321.08% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 467,496 | 35,646 | 0.36% | 0.4% | 38 | +40,892 | 9.59% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 461,000 | 35,151 | 0.01% | 0.01% | 39 | -103,060 | -18.27% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 456,630 | 34,819 | 0.03% | 0.05% | 40 | -38,154 | -7.71% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 453,236 | 34,559 | 0.01% | 0.01% | 41 | -17,493 | -3.72% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Added to | 439,694 | 33,546 | 0.01% | 0.0% | 42 | +288,393 | 190.61% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 429,323 | 32,735 | 0.0% | 0.0% | 43 | +32,883 | 8.29% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 420,336 | 32,050 | 2.2% | 2.75% | 44 | -1,279 | -0.3% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 404,651 | 30,854 | 0.03% | 0.03% | 45 | +45,336 | 12.62% | Q4 2025 | Feb 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 354,370 | 27,020 | 0.51% | 0.35% | 46 | +130,186 | 58.07% | Q4 2025 | Jan 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 337,587 | 25,741 | 0.07% | 0.17% | 47 | -292,092 | -46.39% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 326,463 | 24,892 | 0.04% | 0.05% | 48 | +64,314 | 24.53% | Q4 2025 | Mar 16, 2026 |
| Swedbank AB | History | Reduced | 305,000 | 23,256 | 0.02% | 0.03% | 49 | -20,000 | -6.15% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 278,189 | 21,382 | 0.01% | 0.01% | 50 | +26,834 | 10.68% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 274,032 | 20,894 | 0.0% | 0.01% | 51 | -30,422 | -9.99% | Q4 2025 | Feb 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 265,163 | 20,847 | 0.04% | 0.05% | 52 | -16,125 | -5.73% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 271,737 | 20,719 | 0.91% | 0.91% | 53 | +27,291 | 11.16% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 269,599 | 20,556 | 0.01% | 0.01% | 54 | -58,833 | -17.91% | Q4 2025 | Feb 10, 2026 |
| Aperture Investors, LLC | History | Reduced | 260,212 | 19,841 | 2.27% | 4.29% | 55 | -74,521 | -22.26% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 252,541 | 19,257 | 0.0% | 0.0% | 56 | -27,579 | -9.85% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 238,462 | 18,182 | 0.07% | 0.07% | 57 | +45,660 | 23.68% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Added to | 223,019 | 17,005 | 0.04% | 0.03% | 58 | +59,673 | 36.53% | Q4 2025 | Feb 13, 2026 |
| Turas Capital Management LP | History | New | 218,093 | 16,629 | 5.58% | — | 59 | +218,093 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 214,278 | 16,338 | 0.05% | 0.07% | 60 | -602 | -0.28% | Q4 2025 | Jan 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 211,902 | 16,158 | 0.02% | 0.0% | 61 | +206,836 | 4082.83% | Q4 2025 | Jan 09, 2026 |
| EULAV Asset Management | History | No change | 208,500 | 15,898 | 0.42% | 0.45% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | New | 206,568 | 15,750 | 0.35% | — | 63 | +206,568 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 205,178 | 15,644 | 0.0% | 0.0% | 64 | -7,740 | -3.64% | Q4 2025 | Feb 13, 2026 |
| Senvest Management, LLC | History | Added to | 189,540 | 14,452 | 0.45% | 0.2% | 65 | +123,135 | 185.43% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 187,995 | 14,334 | 0.06% | 0.15% | 66 | -88,266 | -31.95% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 187,339 | 14,284 | 0.01% | 0.01% | 67 | -5,949 | -3.08% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 186,394 | 14,212 | 0.1% | 0.07% | 68 | +65,460 | 54.13% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 185,132 | 14,116 | 0.0% | 0.0% | 69 | +1,820 | 0.99% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 175,731 | 13,399 | 0.28% | 0.52% | 70 | -74,853 | -29.87% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 175,312 | 13,367 | 0.01% | 0.0% | 71 | +164,894 | 1582.78% | Q4 2025 | Feb 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 171,376 | 13,067 | 0.21% | 0.18% | 72 | +53,401 | 45.26% | Q4 2025 | Jan 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 165,611 | 12,627 | 0.0% | 0.0% | 73 | +47,256 | 39.93% | Q4 2025 | Mar 25, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 154,562 | 11,785 | 1.82% | 2.95% | 74 | -44,090 | -22.19% | Q4 2025 | Feb 09, 2026 |
| BLI - Banque de Luxembourg Investments | History | Reduced | 147,200 | 11,578 | 0.34% | 0.4% | 75 | -2,000 | -1.34% | Q4 2025 | Feb 11, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 149,678 | 11,412 | 0.68% | 0.83% | 76 | -6,920 | -4.42% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 148,700 | 11,338 | 0.0% | 0.0% | 77 | -90,486 | -37.83% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 144,995 | 11,055 | 0.01% | 0.01% | 78 | -4,707 | -3.14% | Q4 2025 | Feb 02, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Added to | 139,381 | 10,627 | 0.74% | 0.8% | 79 | +22,148 | 18.89% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 136,725 | 10,425 | 0.01% | 0.01% | 80 | +2,600 | 1.94% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 89,689 | 10,182 | 0.01% | 0.0% | 81 | +88,965 | 12287.98% | Q4 2025 | Feb 13, 2026 |
| SG Capital Management LLC | History | Added to | 131,279 | 10,010 | 0.96% | 0.75% | 82 | +41,166 | 45.68% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 131,200 | 10,004 | 0.02% | 0.02% | 83 | -12,101 | -8.44% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 129,079 | 9,842 | 0.3% | 0.4% | 84 | -11,891 | -8.44% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 125,623 | 9,578 | 0.01% | 0.02% | 85 | -23,187 | -15.58% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Reduced | 124,672 | 9,506 | 0.01% | 0.02% | 86 | -924 | -0.74% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 123,688 | 9,431 | 0.0% | — | 87 | +123,688 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 119,764 | 9,132 | 0.0% | 0.0% | 88 | -178,855 | -59.89% | Q4 2025 | Feb 19, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 118,021 | 8,999 | 0.2% | — | 89 | +118,021 | New | Q4 2025 | Feb 17, 2026 |
| Nepsis Inc. | History | Added to | 117,707 | 8,975 | 2.77% | 2.75% | 90 | +24,791 | 26.68% | Q4 2025 | Jan 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 117,360 | 8,948 | 0.0% | — | 91 | +117,360 | New | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 115,531 | 8,809 | 0.04% | 0.04% | 92 | +7,122 | 6.57% | Q4 2025 | Feb 09, 2026 |
| Legal & General Group Plc | History | Reduced | 104,587 | 7,974 | 0.0% | 0.0% | 93 | -17,419 | -14.28% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Reduced | 98,604 | 7,518 | 0.13% | 0.17% | 94 | -1,609 | -1.61% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 98,087 | 7,479 | 0.43% | 0.61% | 95 | -11,323 | -10.35% | Q4 2025 | Jan 22, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 95,400 | 7,274 | 0.0% | 0.0% | 96 | +7,178 | 8.14% | Q4 2025 | Feb 12, 2026 |
| J. Goldman & Co LP | History | New | 91,882 | 7,006 | 0.18% | — | 97 | +91,882 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 82,039 | 6,255 | 0.02% | 0.02% | 98 | -745 | -0.9% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 80,770 | 6,158 | 0.0% | 0.0% | 99 | +1,348 | 1.7% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 76,717 | 5,849 | 0.01% | 0.0% | 100 | +71,303 | 1317.01% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 74,019 | 5,643 | 0.01% | 0.02% | 101 | -92,906 | -55.66% | Q4 2025 | Feb 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 71,422 | 5,445 | 0.77% | 0.92% | 102 | +3,229 | 4.74% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 67,228 | 5,126 | 0.0% | 0.0% | 103 | -14,953 | -18.2% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 65,938 | 5,027 | 0.13% | — | 104 | +65,938 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 65,558 | 4,998 | 0.0% | 0.01% | 105 | +916 | 1.42% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 63,330 | 4,828 | 0.01% | 0.01% | 106 | -1,497 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 60,969 | 4,648 | 0.04% | — | 107 | +60,969 | New | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 60,751 | 4,632 | 0.23% | 0.2% | 108 | +17,743 | 41.26% | Q4 2025 | Feb 11, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 60,268 | 4,595 | 0.14% | 0.1% | 109 | +25,268 | 72.19% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 59,138 | 4,509 | 0.15% | 0.18% | 110 | +3,509 | 6.31% | Q4 2025 | Jan 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 54,617 | 4,165 | 0.0% | 0.01% | 111 | -3,119 | -5.4% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 52,090 | 3,971 | 0.03% | 0.04% | 112 | -1,872 | -3.47% | Q4 2025 | Jan 28, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | New | 51,000 | 3,888 | 2.57% | — | 113 | +51,000 | New | Q4 2025 | Feb 17, 2026 |
| 11 Capital Partners LP | History | Reduced | 50,262 | 3,832 | 1.05% | 3.48% | 114 | -81,111 | -61.74% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 50,119 | 3,821 | 0.01% | 0.01% | 115 | -494 | -0.98% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 49,868 | 3,802 | 0.0% | — | 116 | +49,868 | New | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 46,642 | 3,557 | 0.03% | 0.03% | 117 | -242 | -0.52% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,677 | 3,482 | 0.0% | 0.0% | 118 | +1,778 | 4.05% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 44,265 | 3,375 | 0.0% | 0.0% | 119 | +209 | 0.47% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 44,226 | 3,372 | 0.07% | 0.1% | 120 | -2,296 | -4.94% | Q4 2025 | Feb 03, 2026 |
| Clean Energy Transition LLP | History | Reduced | 44,134 | 3,365 | 0.28% | 3.52% | 121 | -469,308 | -91.4% | Q4 2025 | Feb 13, 2026 |
| Value Aligned Research Advisors, LLC | History | Reduced | 41,956 | 3,199 | 0.03% | 0.6% | 122 | -485,918 | -92.05% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 41,419 | 3,158 | 0.0% | 0.0% | 123 | +4,313 | 11.62% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 39,538 | 3,014 | 0.0% | 0.01% | 124 | -69,320 | -63.68% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 39,298 | 2,999 | 0.01% | 0.01% | 125 | -1,511 | -3.7% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 38,642 | 2,946 | 0.01% | 0.01% | 126 | +10,300 | 36.34% | Q4 2025 | Jan 30, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 36,868 | 2,811 | 0.01% | 0.03% | 127 | -19,968 | -35.13% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 36,878 | 2,811 | 0.0% | 0.0% | 128 | +1,214 | 3.4% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 36,297 | 2,767 | 0.01% | 0.02% | 129 | -1,657 | -4.37% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 36,196 | 2,760 | 0.0% | — | 130 | +36,196 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 35,964 | 2,742 | 0.04% | 0.06% | 131 | -79 | -0.22% | Q4 2025 | Jan 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 34,906 | 2,661 | 0.13% | — | 132 | +34,906 | New | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 33,408 | 2,547 | 0.02% | — | 133 | +33,408 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 32,218 | 2,457 | 0.02% | 0.02% | 134 | -1,316 | -3.92% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,155 | 2,375 | 0.0% | 0.0% | 135 | -8,782 | -21.99% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 31,118 | 2,374 | 0.0% | 0.0% | 136 | +2,208 | 7.64% | Q4 2025 | Feb 17, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | New | 30,053 | 2,291 | 0.51% | — | 137 | +30,053 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 29,336 | 2,236 | 0.01% | 0.02% | 138 | -17,734 | -37.68% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 28,163 | 2,147 | 0.02% | 0.03% | 139 | -3,089 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 28,155 | 2,147 | 0.01% | 0.01% | 140 | -2,060 | -6.82% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 28,059 | 2,139 | 0.02% | 0.02% | 141 | -1,829 | -6.12% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 27,870 | 2,125 | 0.16% | 0.12% | 142 | +10,770 | 62.98% | Q4 2025 | Feb 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 27,777 | 2,117 | 0.03% | 0.04% | 143 | -3,550 | -11.33% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 27,500 | 2,096 | 0.06% | 0.07% | 144 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,823 | 2,078 | 0.01% | 0.01% | 145 | -977 | -4.11% | Q4 2025 | Feb 18, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 26,624 | 2,030 | 0.33% | 0.35% | 146 | +2,074 | 8.45% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,049 | 1,931 | 0.02% | 0.02% | 147 | -396 | -1.85% | Q4 2025 | Jan 21, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 25,005 | 1,906 | 0.01% | 0.01% | 148 | -1,278 | -4.86% | Q4 2025 | Jan 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 24,940 | 1,901 | 0.0% | 0.0% | 149 | -94 | -0.38% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,349 | 1,856 | 0.0% | 0.0% | 150 | +6,649 | 37.56% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,764 | 1,812 | 0.0% | 0.0% | 151 | +1,551 | 6.98% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 23,075 | 1,759 | 0.0% | 0.0% | 152 | +49 | 0.21% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 22,700 | 1,730 | 0.0% | 0.0% | 153 | +968 | 4.45% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 22,557 | 1,719 | 0.0% | 0.0% | 154 | +10,373 | 85.14% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 22,512 | 1,716 | 0.01% | 0.01% | 155 | -6,033 | -21.14% | Q4 2025 | Jan 30, 2026 |
| Pacer Advisors, Inc. | History | Added to | 22,286 | 1,699 | 0.0% | 0.0% | 156 | +8,854 | 65.92% | Q4 2025 | Feb 24, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 21,768 | 1,659 | 0.03% | — | 157 | +21,768 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 21,765 | 1,659 | 0.25% | 0.26% | 158 | +5,462 | 33.5% | Q4 2025 | Jan 08, 2026 |
| Madison Asset Management, LLC | History | New | 21,363 | 1,628 | 0.02% | — | 159 | +21,363 | New | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 20,950 | 1,597 | 0.01% | 0.01% | 160 | +900 | 4.49% | Q4 2025 | Jan 28, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Reduced | 20,871 | 1,591 | 0.12% | 0.15% | 161 | -776 | -3.58% | Q4 2025 | Jan 26, 2026 |
| Atom Investors LP | History | Reduced | 20,715 | 1,579 | 0.13% | 0.51% | 162 | -51,417 | -71.28% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 20,466 | 1,560 | 0.03% | 0.04% | 163 | +1,638 | 8.7% | Q4 2025 | Jan 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,903 | 1,517 | 0.0% | 0.0% | 164 | +11,052 | 124.87% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 19,524 | 1,489 | 0.0% | 0.01% | 165 | -1,300 | -6.24% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 19,388 | 1,478 | 0.0% | 0.0% | 166 | -287 | -1.46% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 19,378 | 1,477 | 0.01% | 0.01% | 167 | -1,065 | -5.21% | Q4 2025 | Jan 28, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 19,100 | 1,456 | 0.0% | 0.01% | 168 | -1,430 | -6.97% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 18,881 | 1,439 | 0.04% | — | 169 | +18,881 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,700 | 1,425 | 0.02% | 0.03% | 170 | -100 | -0.53% | Q4 2025 | Jan 16, 2026 |
| Olistico Wealth, LLC | History | No change | 17,903 | 1,365 | 0.67% | 0.88% | 171 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 17,800 | 1,357 | 0.65% | — | 172 | +17,800 | New | Q4 2025 | Jan 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 16,962 | 1,293 | 0.02% | 0.01% | 173 | +6,991 | 70.11% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,934 | 1,291 | 0.01% | 0.01% | 174 | -434 | -2.5% | Q4 2025 | Feb 10, 2026 |
| USS Investment Management Ltd | History | New | 16,829 | 1,284 | 0.01% | — | 175 | +16,829 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,555 | 1,262 | 0.0% | 0.01% | 176 | +609 | 3.82% | Q4 2025 | Feb 18, 2026 |
| Twin Tree Management, LP | History | Reduced | 16,535 | 1,260 | 0.01% | 0.02% | 177 | -23,956 | -59.16% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 16,004 | 1,220 | 0.0% | — | 179 | +16,004 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 16,000 | 1,220 | 0.01% | 0.01% | 178 | -100 | -0.62% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 15,928 | 1,214 | 0.0% | 0.0% | 180 | -13,410 | -45.71% | Q4 2025 | Feb 17, 2026 |
| LRT Capital Management, LLC | History | Reduced | 15,820 | 1,206 | 1.03% | 1.41% | 181 | -6,960 | -30.55% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 15,702 | 1,197 | 0.0% | 0.0% | 182 | -2,217 | -12.37% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,238 | 1,162 | 0.0% | 0.0% | 183 | -309 | -1.99% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 15,141 | 1,154 | 0.01% | 0.02% | 184 | +58 | 0.38% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 14,200 | 1,083 | 0.03% | 0.04% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 14,071 | 1,073 | 0.0% | 0.0% | 186 | -1,662 | -10.56% | Q4 2025 | Feb 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 14,009 | 1,068 | 0.05% | — | 187 | +14,009 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,876 | 1,058 | 0.0% | 0.0% | 188 | -3,223 | -18.85% | Q4 2025 | Feb 11, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | No change | 13,600 | 1,037 | 0.39% | 0.51% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,515 | 1,030 | 0.01% | 0.02% | 190 | -100 | -0.73% | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | Reduced | 13,118 | 1,000 | 0.01% | 0.01% | 191 | -983 | -6.97% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | New | 13,101 | 998 | 0.01% | — | 192 | +13,101 | New | Q4 2025 | Feb 17, 2026 |
| Barbara Oil Co. | History | No change | 13,000 | 991 | 0.37% | 0.45% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 12,599 | 960 | 0.0% | 0.0% | 194 | -5,016 | -28.48% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,402 | 945 | 0.03% | 0.04% | 195 | -283 | -2.23% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,558 | 881 | 0.12% | — | 196 | +11,558 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,388 | 868 | 0.0% | 0.0% | 197 | +1,092 | 10.61% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 11,254 | 858 | 0.02% | 0.02% | 198 | +3,221 | 40.1% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,169 | 851 | 0.0% | 0.0% | 199 | -5 | -0.04% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Reduced | 11,139 | 849 | 0.0% | 0.0% | 200 | -6,522 | -36.93% | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,764 | 820 | 0.05% | 0.07% | 201 | -737 | -6.41% | Q4 2025 | Jan 26, 2026 |
| L2 Asset Management, LLC | History | Added to | 10,617 | 809 | 0.11% | 0.08% | 202 | +4,373 | 70.04% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,222 | 779 | 0.0% | — | 203 | +10,222 | New | Q4 2025 | Feb 17, 2026 |
| Vancity Investment Management Ltd | History | Reduced | 10,168 | 775 | 0.11% | 0.13% | 205 | -508 | -4.76% | Q4 2025 | Feb 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 10,176 | 775 | 0.0% | 0.0% | 204 | +10 | 0.1% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 10,150 | 773 | 0.0% | — | 206 | +10,150 | New | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,035 | 765 | 0.01% | 0.02% | 207 | +2,599 | 34.95% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 9,781 | 745 | 0.01% | — | 208 | +9,781 | New | Q4 2025 | Jan 16, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 8,509 | 726 | 0.05% | 0.08% | 209 | -868 | -9.26% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,054 | 690 | 0.0% | 0.0% | 210 | -11,613 | -56.19% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,735 | 666 | 0.01% | 0.01% | 211 | +502 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | New | 8,648 | 659 | 0.06% | — | 212 | +8,648 | New | Q4 2025 | Jan 27, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 8,463 | 645 | 0.21% | — | 213 | +8,463 | New | Q4 2025 | Mar 03, 2026 |
| Boreal Capital Management LLC | History | New | 8,430 | 642 | 0.48% | 0.49% | 214 | +8,430 | New | Q4 2025 | Feb 17, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 8,258 | 629 | 0.1% | 0.12% | 215 | -878 | -9.61% | Q4 2025 | Feb 17, 2026 |
| Northstar Group, Inc. | History | No change | 8,200 | 625 | 0.09% | 0.11% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 7,934 | 604 | 0.01% | 0.0% | 217 | -4,953 | -38.43% | Q4 2025 | Feb 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,895 | 602 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 7,693 | 586 | 0.01% | 0.01% | 219 | -162 | -2.06% | Q4 2025 | Feb 05, 2026 |
| SUMMITRY LLC | History | Added to | 7,635 | 582 | 0.02% | 0.03% | 220 | +1,275 | 20.05% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,625 | 581 | 0.0% | 0.0% | 221 | -1,846 | -19.49% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 7,609 | 580 | 0.0% | 0.0% | 222 | +56 | 0.74% | Q4 2025 | Feb 10, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 7,593 | 578 | 0.15% | 0.19% | 223 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,317 | 557 | 0.0% | 0.0% | 224 | -7,696 | -51.26% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,059 | 538 | 0.04% | 0.05% | 225 | +748 | 11.85% | Q4 2025 | Jan 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 7,024 | 535 | 0.01% | — | 226 | +7,024 | New | Q4 2025 | Jan 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,819 | 519 | 0.02% | 0.02% | 227 | -40 | -0.58% | Q4 2025 | Feb 13, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 6,799 | 518 | 0.41% | 0.48% | 228 | +984 | 16.92% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,750 | 514 | 0.0% | 0.0% | 229 | +24 | 0.36% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,740 | 513 | 0.01% | 0.01% | 230 | -540 | -7.42% | Q4 2025 | Jan 23, 2026 |
| Peterson Wealth Services | History | Added to | 6,692 | 510 | 0.13% | 0.17% | 232 | +5,046 | 306.56% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,694 | 510 | 0.01% | 0.01% | 231 | +4 | 0.06% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,590 | 502 | 0.0% | 0.0% | 233 | +862 | 15.05% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 6,555 | 499 | 0.0% | 0.0% | 234 | -578 | -8.1% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | New | 6,397 | 487 | 0.0% | — | 235 | +6,397 | New | Q4 2025 | Mar 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,926 | 483 | 0.0% | 0.0% | 236 | +1,026 | 20.94% | Q4 2025 | Jan 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,280 | 478 | 0.01% | 0.01% | 237 | +1,557 | 32.97% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,212 | 473 | 0.0% | 0.0% | 238 | +2,118 | 51.73% | Q4 2025 | Feb 06, 2026 |
| Inspire Investing, LLC | History | Added to | 6,099 | 465 | 0.04% | 0.04% | 239 | +1,239 | 25.49% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,888 | 449 | 0.0% | 0.0% | 240 | +342 | 6.17% | Q4 2025 | Feb 05, 2026 |
| TORONTO DOMINION BANK | History | Added to | 5,889 | 448 | 0.0% | 0.0% | 241 | +99 | 1.71% | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Reduced | 5,770 | 439 | 0.04% | 0.11% | 242 | -5,409 | -48.39% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | New | 5,690 | 433 | 0.03% | — | 243 | +5,690 | New | Q4 2025 | Jan 13, 2026 |
| MidFirst Bank | History | New | 5,596 | 426 | 0.03% | — | 244 | +5,596 | New | Q4 2025 | Feb 25, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,531 | 421 | 0.01% | 0.01% | 245 | +33 | 0.6% | Q4 2025 | Feb 17, 2026 |
| CIM, LLC | History | Reduced | 5,429 | 413 | 0.05% | 0.07% | 246 | -245 | -4.32% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Reduced | 5,416 | 412 | 0.0% | 0.0% | 247 | -1,422 | -20.8% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,406 | 412 | 0.01% | 0.01% | 248 | +1,251 | 30.11% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 5,273 | 402 | 0.0% | — | 249 | +5,273 | New | Q4 2025 | Feb 05, 2026 |
| Round Rock Advisors LLC | History | No change | 5,258 | 400 | 0.06% | 0.08% | 250 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 5,118 | 390 | 0.1% | 0.18% | 251 | -2,640 | -34.03% | Q4 2025 | Jan 12, 2026 |
| Engineers Gate Manager LP | History | New | 5,102 | 389 | 0.0% | — | 252 | +5,102 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,011 | 382 | 0.0% | 0.0% | 253 | +846 | 20.31% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 5,000 | 381 | 0.0% | — | 254 | +5,000 | New | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,990 | 380 | 0.0% | 0.0% | 255 | +780 | 18.53% | Q4 2025 | Feb 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 4,191 | 377 | 0.25% | — | 256 | +4,191 | New | Q4 2025 | Feb 10, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,925 | 375 | 0.01% | 0.01% | 257 | -100 | -1.99% | Q4 2025 | Feb 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 4,900 | 373 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,843 | 369 | 0.0% | 0.0% | 259 | -589 | -10.84% | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 4,832 | 368 | 0.01% | 0.01% | 260 | -1,113 | -18.72% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | No change | 4,760 | 362 | 0.04% | 0.05% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First National Advisers, LLC | History | New | 4,722 | 360 | 0.05% | — | 262 | +4,722 | New | Q4 2025 | Feb 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,690 | 357 | 0.01% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,595 | 350 | 0.0% | 0.0% | 264 | +8 | 0.17% | Q4 2025 | Feb 02, 2026 |
| SummitTX Capital, L.P. | History | New | 4,546 | 346 | 0.01% | — | 265 | +4,546 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,374 | 334 | 0.0% | 0.0% | 266 | +48 | 1.11% | Q4 2025 | Jan 05, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,196 | 319 | 0.0% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Callan Family Office, LLC | History | New | 4,178 | 318 | 0.01% | — | 268 | +4,178 | New | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,018 | 306 | 0.03% | 0.07% | 269 | -3,214 | -44.44% | Q4 2025 | Jan 13, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,008 | 305 | 0.04% | 0.08% | 270 | -2,419 | -37.64% | Q4 2025 | Jan 21, 2026 |
| Headlands Technologies LLC | History | New | 3,944 | 300 | 0.03% | — | 272 | +3,944 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,946 | 300 | 0.01% | 0.01% | 271 | -855 | -17.81% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,906 | 297 | 0.0% | 0.0% | 273 | +1,125 | 40.45% | Q4 2025 | Feb 03, 2026 |
| Blueshift Asset Management, LLC | History | New | 3,818 | 291 | 0.08% | — | 274 | +3,818 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 3,751 | 286 | 0.11% | — | 275 | +3,751 | New | Q4 2025 | Feb 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 3,684 | 280 | 0.01% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,653 | 278 | 0.01% | 0.01% | 277 | +375 | 11.44% | Q4 2025 | Feb 05, 2026 |
| Freestone Grove Partners LP | History | Reduced | 3,600 | 274 | 0.0% | 0.0% | 281 | -1,756 | -32.79% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,600 | 274 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,590 | 274 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Utah Retirement Systems | History | No change | 3,600 | 274 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,577 | 272 | 0.04% | 0.05% | 282 | +282 | 8.56% | Q4 2025 | Jan 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 3,551 | 270 | 0.0% | 0.01% | 284 | -13,964 | -79.73% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,551 | 270 | 0.02% | 0.03% | 283 | +5 | 0.14% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,511 | 267 | 0.0% | — | 285 | +3,511 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,289 | 250 | 0.0% | 0.0% | 286 | +311 | 10.44% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,271 | 249 | 0.0% | 0.01% | 287 | -2,829 | -46.38% | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,214 | 245 | 0.0% | — | 288 | +3,214 | New | Q4 2025 | Feb 04, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,489 | 240 | 0.01% | 0.01% | 289 | -16 | -0.64% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,149 | 240 | 0.0% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Third View Private Wealth, LLC | History | New | 3,069 | 234 | 0.03% | — | 291 | +3,069 | New | Q4 2025 | Jan 23, 2026 |
| AXQ CAPITAL, LP | History | New | 3,052 | 232 | 0.05% | — | 292 | +3,052 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,016 | 229 | 0.01% | 0.01% | 293 | +11 | 0.37% | Q4 2025 | Feb 17, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Reduced | 3,000 | 228 | 0.03% | 0.37% | 294 | -29,200 | -90.68% | Q4 2025 | Feb 17, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 2,934 | 223 | 0.01% | 0.13% | 295 | -17,964 | -85.96% | Q4 2025 | Jan 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,925 | 223 | 0.02% | — | 296 | +2,925 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,918 | 222 | 0.0% | 0.0% | 297 | -2,598 | -47.1% | Q4 2025 | Feb 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 2,881 | 219 | 0.11% | 0.12% | 298 | +356 | 14.1% | Q4 2025 | Mar 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,815 | 214 | 0.0% | 0.0% | 299 | +86 | 3.15% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,712 | 206 | 0.0% | 0.0% | 300 | -166 | -5.77% | Q4 2025 | Feb 06, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,710 | 206 | 0.09% | 0.11% | 301 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 2,700 | 205 | 0.0% | — | 303 | +2,700 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 2,692 | 205 | 0.06% | 0.07% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Erste Asset Management GmbH | History | Added to | 2,000 | 152 | 0.0% | 0.0% | 304 | +1,500 | 300.0% | Q4 2025 | Feb 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 2,000 | 151 | 0.01% | — | 305 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 1,881 | 143 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brooklands Fund Management Ltd | History | New | 1,500 | 136 | 0.06% | — | 307 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| RiverPark Advisors, LLC | History | Added to | 1,708 | 130 | 0.04% | 0.06% | 308 | +253 | 17.39% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 1,610 | 122 | 0.0% | 0.0% | 309 | +3 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,464 | 111 | 0.01% | 0.0% | 310 | +1,287 | 727.12% | Q4 2025 | Feb 13, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | New | 1,455 | 110 | 0.09% | — | 311 | +1,455 | New | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Reduced | 1,420 | 108 | 0.01% | 0.04% | 312 | -2,180 | -60.56% | Q4 2025 | Feb 11, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 1,283 | 97 | 0.02% | 0.02% | 313 | +148 | 13.04% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,230 | 93 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | No change | 1,123 | 85 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hilltop National Bank | History | New | 1,096 | 83 | 0.02% | — | 316 | +1,096 | New | Q4 2025 | Jan 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,052 | 80 | 0.0% | 0.0% | 317 | +181 | 20.78% | Q4 2025 | Feb 09, 2026 |
| WINNOW WEALTH LLC | History | No change | 998 | 76 | 0.06% | 0.07% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 938 | 71 | 0.0% | 0.0% | 319 | -13 | -1.37% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 907 | 69 | 0.0% | 0.0% | 320 | +40 | 4.61% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 885 | 67 | 0.0% | 0.0% | 321 | +282 | 46.77% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 755 | 57 | 0.0% | 0.01% | 323 | -388 | -33.95% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 749 | 57 | 0.0% | 0.0% | 322 | -24 | -3.1% | Q4 2025 | Jan 16, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 741 | 56 | 0.0% | 0.0% | 324 | -550 | -42.6% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 689 | 52 | 0.0% | 0.0% | 325 | +120 | 21.09% | Q4 2025 | Feb 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 589 | 44 | 0.01% | — | 326 | +589 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 567 | 43 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 544 | 41 | 0.0% | 0.0% | 328 | -212 | -28.04% | Q4 2025 | Jan 26, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 38 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 431 | 33 | 0.0% | 0.01% | 331 | -1,201 | -73.59% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 436 | 33 | 0.0% | 0.0% | 330 | +58 | 15.34% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 321 | 32 | 0.0% | — | 332 | +321 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 391 | 31 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 371 | 28 | 0.0% | 0.0% | 334 | -64 | -14.71% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 357 | 27 | 0.0% | — | 335 | +357 | New | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 342 | 26 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 328 | 25 | 0.0% | 0.0% | 337 | +48 | 17.14% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 322 | 24 | 0.0% | — | 339 | +322 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 315 | 24 | 0.0% | 0.0% | 338 | +260 | 472.73% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 305 | 23 | 0.0% | 0.0% | 340 | +221 | 263.1% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 296 | 22 | 0.0% | — | 342 | +296 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 300 | 22 | 0.0% | 0.0% | 341 | +200 | 200.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 280 | 21 | 0.0% | 0.0% | 343 | -50 | -15.15% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 229 | 20 | 0.0% | 0.02% | 345 | -1,093 | -82.68% | Q4 2025 | Feb 02, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 260 | 20 | 0.01% | 0.01% | 344 | +38 | 17.12% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 262 | 19 | 0.0% | 0.0% | 346 | +242 | 1210.0% | Q4 2025 | Mar 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 240 | 18 | 0.0% | 0.0% | 347 | -8 | -3.23% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 244 | 18 | 0.0% | 0.0% | 348 | +8 | 3.39% | Q4 2025 | Feb 10, 2026 |
| Park Place Capital Corp | History | New | 217 | 16 | 0.0% | — | 349 | +217 | New | Q4 2025 | Jan 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 178 | 13 | 0.01% | — | 351 | +178 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 176 | 13 | 0.0% | 0.0% | 350 | -1 | -0.56% | Q4 2025 | Jan 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 165 | 12 | 0.0% | — | 352 | +165 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 143 | 10 | 0.0% | 0.0% | 353 | +23 | 19.17% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 106 | 8 | 0.0% | 0.04% | 355 | -609 | -85.17% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 108 | 8 | 0.0% | 0.0% | 354 | -22 | -16.92% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | New | 97 | 7 | 0.0% | — | 356 | +97 | New | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 100 | 7 | 0.0% | 0.0% | 357 | -17 | -14.53% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 100 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 98 | 7 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 97 | 7 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 91 | 6 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 73 | 5 | 0.0% | — | 363 | +73 | New | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 58 | 5 | 0.0% | — | 364 | +58 | New | Q4 2025 | Feb 10, 2026 |
| Hurley Capital, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 57 | 4 | 0.0% | 0.0% | 368 | +12 | 26.67% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 53 | 4 | 0.0% | 0.0% | 367 | +10 | 23.26% | Q4 2025 | Jan 14, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 65 | 4 | 0.0% | 0.0% | 365 | +4 | 6.56% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 60 | 4 | 0.0% | 0.0% | 366 | +3 | 5.26% | Q4 2025 | Feb 03, 2026 |
| Financial Management Professionals, Inc. | History | New | 50 | 3 | 0.0% | — | 372 | +50 | New | Q4 2025 | Jan 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 46 | 3 | 0.0% | — | 369 | +46 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 44 | 3 | 0.0% | 0.0% | 374 | -2 | -4.35% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 45 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | New | 24 | 1 | 0.0% | — | 383 | +24 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 16 | 1 | 0.0% | 0.0% | 378 | +2 | 14.29% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 382 | -1 | -6.67% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 15 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -442,345 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.04% | — | -166,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -149,385 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124,049 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.03% | — | -71,138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -36,958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -35,300 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,366 | -100.0% | Q3 2025 | Oct 16, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,716 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,246 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.05% | — | -14,157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.12% | — | -13,214 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -13,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,848 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Closed out | 0 | 0 | — | 0.02% | — | -10,742 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,056 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,943 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.18% | — | -6,500 | -100.0% | Q3 2025 | Dec 03, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,894 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,738 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Warburton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,618 | -100.0% | Q3 2025 | Oct 10, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,207 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.08% | — | -3,529 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,226 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,048 | -100.0% | Q3 2025 | Mar 30, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,609 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,540 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,506 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,451 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,421 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,388 | -100.0% | Q3 2025 | Nov 05, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,383 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,357 | -100.0% | Q3 2025 | Dec 16, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,341 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,253 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -2,119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,150 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -975 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -176 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WPG Advisers, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -3 | -23.08% | Q4 2025 | Jan 16, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Rakuten Securities, Inc. | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Feb 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Larson Financial Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |