Enact Holdings, Inc. - ACT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,637,873 | 183,845 | 0.0% | 0.0% | 1 | +35,152 | 0.76% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,138,535 | 124,411 | 0.0% | 0.0% | 2 | -95,827 | -2.96% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,886,546 | 114,425 | 0.02% | 0.02% | 3 | +95,135 | 3.41% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,378,830 | 54,656 | 0.04% | 0.04% | 4 | -71,532 | -4.93% | Q4 2025 | Feb 13, 2026 |
| Glendon Capital Management LP | History | No change | 1,298,718 | 51,481 | 3.06% | 2.72% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,135,741 | 45,020 | 0.0% | 0.0% | 6 | -46,787 | -3.96% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,060,514 | 42,038 | 0.02% | 0.03% | 7 | -15,050 | -1.4% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,026,664 | 40,697 | 0.09% | 0.07% | 8 | +169,400 | 19.76% | Q4 2025 | Feb 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 867,247 | 34,382 | 0.0% | 0.0% | 9 | -9,144 | -1.04% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 818,857 | 32,459 | 0.02% | 0.01% | 10 | +63,851 | 8.46% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 459,736 | 18,223 | 0.0% | 0.01% | 11 | -50,884 | -9.97% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 418,192 | 16,577 | 0.0% | 0.0% | 12 | -142,184 | -25.37% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 417,110 | 16,534 | 0.02% | 0.02% | 13 | -84,318 | -16.82% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 381,694 | 15,130 | 0.0% | 0.0% | 14 | +23,827 | 6.66% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 367,855 | 14,581 | 0.02% | 0.02% | 15 | +94,505 | 34.57% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 364,123 | 14,433 | 0.0% | — | 16 | +364,123 | New | Q4 2025 | Feb 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 354,301 | 14,044 | 0.04% | 0.04% | 17 | +130 | 0.04% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 320,689 | 12,712 | 0.02% | 0.02% | 18 | -105,290 | -24.72% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 313,877 | 12,442 | 0.0% | 0.0% | 19 | -19,671 | -5.9% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 309,375 | 12,263 | 0.0% | 0.0% | 20 | -29,497 | -8.7% | Q4 2025 | Feb 19, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 301,019 | 11,932 | 0.03% | 0.05% | 21 | -74,192 | -19.77% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 296,542 | 11,754 | 0.0% | 0.0% | 22 | -36,269 | -10.9% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 261,280 | 10,357 | 0.11% | 0.1% | 23 | +150 | 0.06% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 247,925 | 9,827 | 0.0% | 0.0% | 24 | -12,170 | -4.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 241,926 | 9,589 | 0.0% | 0.0% | 25 | -19,714 | -7.53% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 214,609 | 8,507 | 0.0% | 0.0% | 26 | +23,492 | 12.29% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 214,318 | 8,495 | 0.0% | 0.0% | 27 | +30,817 | 16.79% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 203,553 | 8,068 | 0.01% | 0.07% | 28 | -1,245,578 | -85.95% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Added to | 182,631 | 7,239 | 0.8% | 0.77% | 29 | +3,752 | 2.1% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 217,575 | 7,121 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Edgestream Partners, L.P. | History | Added to | 174,958 | 6,935 | 0.2% | 0.02% | 31 | +154,982 | 775.84% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 170,414 | 6,755 | 0.0% | 0.0% | 32 | -67,800 | -28.46% | Q4 2025 | Mar 25, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 160,609 | 6,366 | 0.02% | 0.03% | 33 | -36,053 | -18.33% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 148,294 | 5,878 | 0.02% | 0.02% | 34 | +21,472 | 16.93% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 140,093 | 5,553 | 0.0% | 0.0% | 35 | -136,863 | -49.42% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 139,407 | 5,526 | 0.02% | 0.02% | 36 | -11,895 | -7.86% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 138,590 | 5,493 | 0.03% | 0.03% | 37 | -9,082 | -6.15% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 137,638 | 5,455 | 0.0% | 0.0% | 38 | -96,318 | -41.17% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 137,272 | 5,441 | 0.01% | 0.01% | 39 | -27,319 | -16.6% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 127,400 | 5,050 | 0.01% | 0.01% | 40 | -14,600 | -10.28% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 119,558 | 4,739 | 0.09% | 0.1% | 41 | -15,200 | -11.28% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 116,126 | 4,603 | 0.01% | 0.01% | 42 | +2,515 | 2.21% | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 115,819 | 4,591 | 0.86% | 0.84% | 43 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 115,206 | 4,566 | 0.0% | 0.0% | 44 | -5,560 | -4.6% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 104,962 | 4,160 | 0.0% | 0.0% | 45 | +402 | 0.38% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 104,772 | 4,153 | 0.0% | 0.0% | 46 | +2,803 | 2.75% | Q4 2025 | Feb 11, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 94,247 | 3,735 | 0.03% | — | 47 | +94,247 | New | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 90,423 | 3,584 | 0.03% | 0.03% | 48 | +6,516 | 7.77% | Q4 2025 | Jan 14, 2026 |
| GABELLI FUNDS LLC | History | New | 87,962 | 3,486 | 0.02% | — | 49 | +87,962 | New | Q4 2025 | Feb 05, 2026 |
| Vest Financial, LLC | History | Added to | 82,609 | 3,274 | 0.04% | 0.04% | 50 | +8,435 | 11.37% | Q4 2025 | Jan 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 81,212 | 3,219 | 0.0% | 0.0% | 51 | -3,990 | -4.68% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 80,300 | 3,183 | 0.07% | 0.09% | 52 | -32,200 | -28.62% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 77,866 | 3,086 | 0.0% | 0.0% | 53 | -1,178 | -1.49% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 77,687 | 3,079 | 0.08% | 0.08% | 54 | -435 | -0.56% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 73,848 | 2,928 | 0.0% | — | 55 | +73,848 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 71,515 | 2,834 | 0.0% | 0.0% | 56 | -6,143 | -7.91% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Reduced | 70,266 | 2,785 | 0.04% | 0.04% | 57 | -386 | -0.55% | Q4 2025 | Feb 02, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 60,936 | 2,415 | 0.01% | 0.01% | 58 | +4,850 | 8.65% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 59,414 | 2,355 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | No change | 57,800 | 2,291 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 52,271 | 2,072 | 0.0% | 0.0% | 61 | +29,480 | 129.35% | Q4 2025 | Feb 17, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 49,918 | 2,046 | 0.08% | 0.07% | 62 | +4,218 | 9.23% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 50,178 | 1,989 | 0.02% | — | 63 | +50,178 | New | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 49,544 | 1,963 | 0.07% | 0.07% | 64 | +3,223 | 6.96% | Q4 2025 | Jan 07, 2026 |
| BARCLAYS PLC | History | Added to | 44,526 | 1,765 | 0.0% | 0.0% | 65 | +3,780 | 9.28% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 43,315 | 1,717 | 0.0% | 0.0% | 66 | -898 | -2.03% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,967 | 1,623 | 0.0% | 0.0% | 67 | +644 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 40,671 | 1,612 | 0.05% | 0.05% | 68 | -7,087 | -14.84% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,509 | 1,566 | 0.0% | 0.01% | 69 | -115,100 | -74.45% | Q4 2025 | Feb 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 38,400 | 1,522 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 38,055 | 1,508 | 0.02% | 0.02% | 71 | +4,047 | 11.9% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,063 | 1,429 | 0.0% | 0.0% | 72 | +12,557 | 53.42% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 35,812 | 1,419 | 0.0% | 0.0% | 73 | -1,617 | -4.32% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,793 | 1,379 | 0.0% | 0.0% | 74 | -2,896 | -7.68% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 33,503 | 1,328 | 0.0% | — | 75 | +33,503 | New | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 33,475 | 1,326 | 0.09% | 0.09% | 76 | -6 | -0.02% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,178 | 1,235 | 0.0% | 0.0% | 77 | +853 | 2.81% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 30,825 | 1,234 | 0.02% | 0.02% | 78 | +165 | 0.54% | Q4 2025 | Jan 23, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 29,768 | 1,180 | 0.23% | 0.23% | 79 | +22 | 0.07% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,576 | 1,132 | 0.0% | 0.0% | 80 | -70 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 28,355 | 1,123 | 0.3% | 0.29% | 81 | -20 | -0.07% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 27,877 | 1,105 | 0.06% | 0.08% | 82 | -2,190 | -7.28% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 27,602 | 1,094 | 0.0% | 0.0% | 83 | -216 | -0.78% | Q4 2025 | Feb 11, 2026 |
| INCEPTIONR LLC | History | Added to | 25,970 | 1,029 | 0.29% | 0.23% | 84 | +1,047 | 4.2% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 25,796 | 1,022 | 0.01% | 0.01% | 85 | +1,620 | 6.7% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,568 | 1,013 | 0.0% | 0.0% | 86 | +10,518 | 69.89% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 25,291 | 1,002 | 0.0% | 0.0% | 87 | -6,592 | -20.68% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,780 | 982 | 0.01% | 0.01% | 88 | +6 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 22,865 | 906 | 0.01% | 0.01% | 89 | +833 | 3.78% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,835 | 905 | 0.0% | 0.0% | 90 | +1,969 | 9.44% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 22,659 | 898 | 0.03% | 0.02% | 91 | +339 | 1.52% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 22,633 | 897 | 0.01% | 0.01% | 92 | -111 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Canton Hathaway, LLC | History | No change | 22,490 | 891 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Age Alpha Advisors, LLC | History | New | 22,366 | 886 | 0.04% | — | 94 | +22,366 | New | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 21,542 | 854 | 0.0% | 0.0% | 95 | -3,909 | -15.36% | Q4 2025 | Feb 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 20,658 | 828 | 0.15% | 0.14% | 96 | +749 | 3.76% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 20,289 | 804 | 0.0% | 0.0% | 97 | -7,650 | -27.38% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,071 | 795 | 0.0% | 0.0% | 98 | +8,725 | 76.9% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 19,197 | 760 | 0.0% | 0.0% | 99 | -19,244 | -50.06% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 19,148 | 759 | 0.0% | 0.0% | 100 | +7,188 | 60.1% | Q4 2025 | Jan 09, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | New | 18,870 | 748 | 0.44% | — | 101 | +18,870 | New | Q4 2025 | Jan 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 18,695 | 741 | 0.01% | 0.01% | 102 | -267 | -1.41% | Q4 2025 | Feb 05, 2026 |
| STRS OHIO | History | Reduced | 17,700 | 701 | 0.0% | 0.0% | 103 | -1,100 | -5.85% | Q4 2025 | Feb 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,300 | 646 | 0.0% | 0.0% | 104 | +600 | 3.82% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,277 | 645 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 15,912 | 630 | 0.01% | — | 106 | +15,912 | New | Q4 2025 | Jan 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,699 | 622 | 0.0% | 0.0% | 107 | -2,006 | -11.33% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,701 | 622 | 0.01% | 0.01% | 108 | +1,532 | 10.81% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | Reduced | 15,080 | 597 | 0.1% | 0.14% | 109 | -5,134 | -25.4% | Q4 2025 | Feb 24, 2026 |
| CWM, LLC | History | Added to | 14,844 | 588 | 0.0% | 0.0% | 110 | +1,033 | 7.48% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,780 | 585 | 0.01% | 0.01% | 111 | -64 | -0.43% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,281 | 566 | 0.0% | 0.0% | 112 | -2,489 | -14.84% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | No change | 13,900 | 550 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Reduced | 13,788 | 546 | 0.2% | 0.2% | 114 | -623 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 13,691 | 542 | 0.0% | — | 115 | +13,691 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13,427 | 532 | 0.01% | 0.01% | 116 | -352 | -2.55% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,207 | 523 | 0.0% | 0.0% | 117 | +2,150 | 19.44% | Q4 2025 | Feb 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,200 | 523 | 0.01% | 0.01% | 118 | -400 | -2.94% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,801 | 507 | 0.0% | 0.01% | 119 | -3,291 | -20.45% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,643 | 501 | 0.0% | 0.0% | 120 | -156 | -1.22% | Q4 2025 | Feb 06, 2026 |
| Vestcor Inc | History | Reduced | 12,497 | 495 | 0.01% | 0.03% | 121 | -17,069 | -57.73% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,060 | 478 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 11,352 | 449 | 0.01% | 0.0% | 123 | +2,110 | 22.83% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,172 | 443 | 0.0% | 0.0% | 124 | -673 | -5.68% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,121 | 441 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,734 | 425 | 0.0% | — | 126 | +10,734 | New | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 10,490 | 415 | 0.0% | 0.0% | 127 | -1,803 | -14.67% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 10,124 | 401 | 0.01% | — | 128 | +10,124 | New | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,751 | 386 | 0.01% | 0.01% | 129 | +52 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 9,094 | 360 | 0.0% | 0.0% | 130 | -428 | -4.49% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,912 | 356 | 0.0% | 0.0% | 131 | -4,398 | -33.04% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 8,546 | 341 | 0.0% | — | 132 | +8,546 | New | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,580 | 340 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fieldview Capital Management, LLC | History | New | 8,513 | 337 | 0.06% | — | 134 | +8,513 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 8,391 | 332 | 0.0% | 0.0% | 136 | +2,159 | 34.64% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,372 | 332 | 0.0% | 0.0% | 135 | -92 | -1.09% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 8,180 | 324 | 0.0% | 0.0% | 137 | -712 | -8.01% | Q4 2025 | Jan 28, 2026 |
| Factorial Partners, LLC | History | Added to | 8,000 | 317 | 0.21% | 0.17% | 138 | +1,500 | 23.08% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,007 | 317 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,794 | 312 | 0.0% | 0.0% | 140 | +806 | 11.53% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,652 | 303 | 0.01% | 0.01% | 141 | -974 | -11.29% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,759 | 298 | 0.0% | 0.0% | 142 | -1,294 | -14.29% | Q4 2025 | Jan 21, 2026 |
| Interval Partners, LP | History | Reduced | 7,516 | 297 | 0.01% | 0.06% | 143 | -84,714 | -91.85% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Added to | 7,488 | 296 | 0.07% | 0.09% | 144 | +1,172 | 18.56% | Q4 2025 | Feb 10, 2026 |
| Harvest Investment Services, LLC | History | Added to | 7,382 | 292 | 0.06% | 0.05% | 146 | +879 | 13.52% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 7,354 | 292 | 0.0% | 0.0% | 145 | -746 | -9.21% | Q4 2025 | Jan 29, 2026 |
| R Squared Ltd | History | New | 7,280 | 288 | 0.13% | — | 147 | +7,280 | New | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 7,241 | 287 | 0.0% | 0.0% | 148 | -3,870 | -34.83% | Q4 2025 | Feb 11, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 7,221 | 286 | 0.01% | 0.01% | 149 | +1,233 | 20.59% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,150 | 283 | 0.0% | 0.0% | 150 | -363 | -4.83% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,095 | 281 | 0.0% | 0.0% | 151 | -833 | -10.51% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,607 | 262 | 0.0% | 0.0% | 152 | -522 | -7.32% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,600 | 261 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,551 | 259 | 0.0% | 0.0% | 154 | +722 | 12.39% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,521 | 258 | 0.0% | — | 155 | +6,521 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,235 | 247 | 0.0% | — | 156 | +6,235 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 6,214 | 246 | 0.0% | 0.0% | 157 | -1,784 | -22.31% | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,909 | 234 | 0.0% | 0.0% | 158 | -587 | -9.04% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 5,873 | 232 | 0.0% | — | 159 | +5,873 | New | Q4 2025 | Feb 13, 2026 |
| Longboard Asset Management, LP | History | No change | 5,877 | 232 | 1.48% | 0.36% | 160 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,504 | 218 | 0.0% | 0.0% | 161 | -21,319 | -79.48% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 5,492 | 217 | 0.0% | 0.0% | 162 | +28 | 0.51% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,372 | 212 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,270 | 208 | 0.0% | 0.0% | 164 | -200 | -3.66% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 5,230 | 207 | 0.0% | — | 165 | +5,230 | New | Q4 2025 | Feb 17, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 5,193 | 205 | 0.05% | — | 166 | +5,193 | New | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 4,343 | 172 | 0.0% | 0.0% | 167 | +78 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 4,311 | 170 | 0.0% | 0.0% | 168 | +1,218 | 39.38% | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Added to | 3,598 | 142 | 0.02% | 0.01% | 169 | +277 | 8.34% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,213 | 127 | 0.0% | 0.0% | 170 | -327 | -9.24% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,419 | 95 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 2,134 | 84 | 0.04% | 0.06% | 172 | -695 | -24.57% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,788 | 70 | 0.0% | 0.0% | 174 | -1,066 | -37.35% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,772 | 70 | 0.0% | 0.0% | 173 | +552 | 45.25% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,737 | 68 | 0.0% | 0.0% | 175 | -1,008 | -36.72% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,482 | 59 | 0.0% | — | 176 | +1,482 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,458 | 57 | 0.0% | 0.0% | 177 | +286 | 24.4% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,244 | 49 | 0.0% | 0.0% | 178 | +865 | 228.23% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | No change | 1,143 | 45 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kemnay Advisory Services Inc. | History | New | 958 | 37 | 0.01% | — | 180 | +958 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 926 | 36 | 0.0% | — | 181 | +926 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 682 | 27 | 0.0% | 0.0% | 182 | -220 | -24.39% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 587 | 23 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 458 | 19 | 0.0% | 0.0% | 184 | +243 | 113.02% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 425 | 17 | 0.0% | — | 186 | +425 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 435 | 17 | 0.0% | 0.0% | 185 | +6 | 1.4% | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 462 | 16 | 0.0% | — | 187 | +462 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 354 | 14 | 0.0% | 0.0% | 188 | -323 | -47.71% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 334 | 13 | 0.0% | 0.0% | 189 | -9 | -2.62% | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 308 | 12 | 0.0% | 0.0% | 190 | +39 | 14.5% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 293 | 11 | 0.0% | 0.0% | 192 | +45 | 18.15% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 291 | 11 | 0.0% | 0.0% | 191 | -40 | -12.08% | Q4 2025 | Jan 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 259 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 244 | 9 | 0.0% | 0.0% | 194 | -16 | -6.15% | Q4 2025 | Feb 06, 2026 |
| Pacer Advisors, Inc. | History | New | 209 | 8 | 0.0% | — | 196 | +209 | New | Q4 2025 | Feb 24, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 195 | 8 | 0.0% | 0.0% | 195 | +173 | 786.36% | Q4 2025 | Jan 21, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 185 | 7 | 0.0% | 0.0% | 198 | -1,849 | -90.9% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 200 | 7 | 0.0% | — | 197 | +200 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 116 | 4 | 0.0% | 0.0% | 201 | -330 | -73.99% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 204 | -255 | -71.83% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 113 | 4 | 0.0% | — | 203 | +103 | 1030.0% | Q4 2025 | Mar 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 113 | 4 | 0.0% | 0.0% | 199 | +31 | 37.8% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 112 | 4 | 0.0% | 0.0% | 200 | -7 | -5.88% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 97 | 3 | 0.0% | — | 205 | +72 | 288.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 69 | 2 | 0.0% | 0.0% | 208 | -226 | -76.61% | Q4 2025 | Feb 06, 2026 |
| IMA Advisory Services, Inc. | History | New | 70 | 2 | 0.0% | — | 206 | +70 | New | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 64 | 2 | 0.0% | — | 211 | +64 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 62 | 2 | 0.0% | — | 212 | +62 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 56 | 2 | 0.0% | — | 210 | +56 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 71 | 2 | 0.0% | 0.0% | 207 | +26 | 57.78% | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | No change | 60 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 32 | 1 | 0.0% | 0.01% | 213 | -24,069 | -99.87% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 39 | 1 | 0.0% | — | 217 | +39 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 33 | 1 | 0.0% | — | 215 | +33 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Hughes Financial Services, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51,048 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -45,496 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,188 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,496 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,580 | -100.0% | Q3 2025 | Nov 05, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -7,782 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Reduced | 22 | 0 | — | 0.0% | — | -3,530 | -99.38% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -2,253 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,365 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,295 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -801 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -646 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -637 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Mar 03, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 25 | 0 | — | — | — | +13 | 108.33% | Q4 2025 | Jan 21, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC Private Wealth Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 7 | 0 | — | — | — | -7 | -50.0% | Q4 2025 | Feb 18, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bare Financial Services, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |