Adeia Inc. - ADEA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | Reduced | 16,427,699 | 283,377 | 0.0% | 0.0% | 1 | -44,886 | -0.27% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,993,177 | 258,632 | 0.06% | 0.06% | 2 | +570,431 | 3.96% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 13,987,174 | 241,278 | 0.0% | 0.0% | 3 | -68,524 | -0.49% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 4,294,350 | 74,077 | 0.0% | 0.0% | 4 | -52,085 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Rubric Capital Management LP | History | No change | 4,284,205 | 73,902 | 0.88% | 0.81% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,143,130 | 54,268 | 0.04% | 0.04% | 6 | -71,918 | -2.24% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 2,891,131 | 49,872 | 1.18% | 0.92% | 7 | +630,039 | 27.86% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,816,954 | 48,596 | 0.01% | 0.01% | 8 | -2,382 | -0.08% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,799,445 | 48,298 | 0.0% | 0.0% | 9 | +19,601 | 0.71% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,790,114 | 48,129 | 0.1% | 0.11% | 10 | -93,672 | -3.25% | Q4 2025 | Feb 06, 2026 |
| Harvey Partners, LLC | History | Added to | 2,616,383 | 45,132 | 4.0% | 3.91% | 11 | +1,883 | 0.07% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 2,436,796 | 42,034 | 0.03% | — | 12 | +2,436,796 | New | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 2,306,148 | 40,463 | 0.04% | 0.04% | 13 | -173,003 | -6.98% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,998,488 | 34,473 | 0.01% | 0.0% | 14 | +783,869 | 64.54% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,101,203 | 18,995 | 0.0% | 0.0% | 15 | -74,910 | -6.37% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,057,801 | 18,247 | 0.0% | 0.0% | 16 | +3,175 | 0.3% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 1,051,538 | 18,139 | 0.0% | 0.0% | 17 | +90,535 | 9.42% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,048,703 | 18,090 | 0.0% | 0.0% | 18 | +155,639 | 17.43% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,038,745 | 17,918 | 0.0% | 0.0% | 19 | +3,599 | 0.35% | Q4 2025 | Feb 13, 2026 |
| TSP Capital Management Group, LLC | History | Added to | 1,010,197 | 17,425 | 4.26% | 4.5% | 20 | +8,710 | 0.87% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 884,314 | 15,254 | 0.0% | 0.0% | 21 | -165,214 | -15.74% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 859,168 | 14,820 | 0.0% | 0.0% | 22 | +316,520 | 58.33% | Q4 2025 | Mar 25, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 780,361 | 13,461 | 0.04% | 0.04% | 23 | -50,530 | -6.08% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 732,859 | 12,641 | 0.0% | 0.0% | 24 | +582,106 | 386.13% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 715,043 | 12,334 | 0.02% | 0.02% | 25 | -105,300 | -12.84% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 671,609 | 11,585 | 0.14% | 0.13% | 26 | +45,344 | 7.24% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 602,694 | 10,396 | 0.0% | 0.0% | 27 | -105,069 | -14.85% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 585,000 | 10,091 | 0.22% | 0.14% | 28 | +141,000 | 31.76% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 584,464 | 10,082 | 0.17% | 0.11% | 29 | +183,670 | 45.83% | Q4 2025 | Feb 10, 2026 |
| Skylands Capital, LLC | History | Added to | 572,243 | 9,871 | 1.34% | 1.15% | 30 | +74,943 | 15.07% | Q4 2025 | Jan 30, 2026 |
| Pacer Advisors, Inc. | History | Added to | 564,941 | 9,745 | 0.02% | 0.02% | 31 | +31,355 | 5.88% | Q4 2025 | Feb 24, 2026 |
| Invesco Ltd. | History | Added to | 544,875 | 9,399 | 0.0% | 0.0% | 32 | +77,359 | 16.55% | Q4 2025 | Feb 19, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 527,981 | 9,107 | 0.19% | 0.15% | 33 | +130,810 | 32.94% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 523,442 | 9,029 | 0.0% | 0.0% | 34 | -5,438 | -1.03% | Q4 2025 | Feb 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 496,261 | 8,560 | 0.03% | 0.03% | 35 | -19,492 | -3.78% | Q4 2025 | Feb 13, 2026 |
| Select Equity Group, L.P. | History | Reduced | 475,156 | 8,196 | 0.04% | 0.05% | 36 | -193,903 | -28.98% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 407,834 | 7,035 | 0.07% | 0.09% | 37 | -157,871 | -27.91% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 394,659 | 6,807 | 0.0% | 0.0% | 38 | +208,361 | 111.84% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 364,143 | 6,281 | 0.0% | 0.0% | 39 | -3,125 | -0.85% | Q4 2025 | Feb 13, 2026 |
| CastleKnight Management LP | History | New | 352,100 | 6,073 | 0.13% | — | 40 | +352,100 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 329,698 | 5,687 | 0.05% | 0.03% | 41 | +151,061 | 84.56% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 311,863 | 5,379 | 0.01% | 0.0% | 42 | +112,914 | 56.76% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 292,498 | 5,045 | 0.0% | 0.0% | 43 | -22,125 | -7.03% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 281,963 | 4,863 | 0.03% | — | 44 | +281,963 | New | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 281,443 | 4,854 | 0.0% | 0.0% | 45 | -5,043 | -1.76% | Q4 2025 | Feb 09, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 257,441 | 4,440 | 0.01% | 0.0% | 46 | +57,878 | 29.0% | Q4 2025 | Jan 09, 2026 |
| Portolan Capital Management, LLC | History | New | 256,208 | 4,419 | 0.24% | — | 47 | +256,208 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 253,266 | 4,368 | 0.0% | 0.0% | 48 | +74,490 | 41.67% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 251,943 | 4,346 | 0.0% | 0.0% | 49 | +27,898 | 12.45% | Q4 2025 | Feb 13, 2026 |
| Riverwater Partners LLC | History | Added to | 246,498 | 4,252 | 1.65% | 0.96% | 50 | +109,184 | 79.51% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 224,192 | 3,867 | 0.0% | 0.01% | 51 | -117,557 | -34.4% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 219,747 | 3,809 | 0.01% | 0.01% | 52 | +37,749 | 20.74% | Q4 2025 | Jan 28, 2026 |
| Swiss National Bank | History | Added to | 215,646 | 3,719 | 0.0% | 0.0% | 53 | +5,400 | 2.57% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 196,528 | 3,390 | 0.0% | 0.0% | 54 | -4,335 | -2.16% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 195,335 | 3,370 | 0.0% | 0.0% | 55 | +194,077 | 15427.42% | Q4 2025 | Feb 13, 2026 |
| Redmond Asset Management, LLC | History | Added to | 192,350 | 3,318 | 0.85% | 0.79% | 56 | +727 | 0.38% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 189,073 | 3,261 | 0.0% | 0.0% | 57 | -15,336 | -7.5% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 180,175 | 3,108 | 0.01% | 0.01% | 58 | -2,873 | -1.57% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 173,705 | 2,996 | 0.05% | 0.04% | 59 | +37,149 | 27.2% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Added to | 169,488 | 2,923 | 0.0% | 0.0% | 60 | +336 | 0.2% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 166,409 | 2,870 | 0.0% | 0.0% | 61 | -114,982 | -40.86% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 157,800 | 2,722 | 0.0% | — | 62 | +157,800 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 151,178 | 2,607 | 0.0% | 0.0% | 63 | +93,185 | 160.68% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 148,294 | 2,558 | 0.0% | 0.01% | 64 | -9,403 | -5.96% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 147,187 | 2,538 | 0.01% | 0.0% | 65 | +28,729 | 24.25% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 139,413 | 2,404 | 0.0% | 0.0% | 66 | -26,724 | -16.09% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 135,463 | 2,336 | 0.0% | 0.0% | 67 | +21,773 | 19.15% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 127,154 | 2,193 | 0.01% | 0.01% | 68 | +658 | 0.52% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 125,346 | 2,162 | 0.0% | 0.0% | 69 | +49,498 | 65.26% | Q4 2025 | Feb 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 124,053 | 2,139 | 0.97% | 0.97% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 119,618 | 2,063 | 0.01% | 0.0% | 71 | +64,526 | 117.12% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 116,840 | 2,015 | 0.0% | 0.0% | 72 | -7,044 | -5.69% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 115,579 | 1,994 | 0.0% | 0.0% | 73 | +4,565 | 4.11% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 104,683 | 1,805 | 0.01% | 0.01% | 74 | +46,996 | 81.47% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 101,978 | 1,759 | 0.0% | 0.0% | 75 | -28,090 | -21.6% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 100,572 | 1,734 | 0.0% | 0.0% | 76 | -95 | -0.09% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 99,620 | 1,718 | 0.0% | 0.0% | 77 | +9,722 | 10.81% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 94,961 | 1,638 | 0.0% | 15.13% | 78 | -99,028 | -51.05% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 90,911 | 1,568 | 0.0% | 0.0% | 79 | +56,772 | 166.3% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 78,161 | 1,348 | 0.01% | 0.0% | 80 | +5,817 | 8.04% | Q4 2025 | Jan 29, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 75,369 | 1,300 | 0.09% | 0.09% | 81 | -8,113 | -9.72% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 75,248 | 1,298 | 0.0% | 0.0% | 82 | -3,654 | -4.63% | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 70,822 | 1,221 | 0.01% | 0.01% | 83 | +11,294 | 18.97% | Q4 2025 | Jan 23, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 62,492 | 1,130 | 0.0% | 0.0% | 84 | -11,083 | -15.06% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 63,881 | 1,101 | 0.01% | — | 85 | +63,881 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,496 | 1,060 | 0.0% | 0.0% | 86 | -119,244 | -65.98% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 60,851 | 1,049 | 0.01% | 0.01% | 87 | +7,160 | 13.34% | Q4 2025 | Feb 03, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 59,094 | 1,019 | 0.0% | 0.0% | 88 | -2,602 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 55,817 | 962 | 0.05% | 0.1% | 89 | -24,955 | -30.9% | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | Added to | 55,741 | 961 | 0.37% | 0.22% | 90 | +21,626 | 63.39% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 54,120 | 933 | 0.01% | 0.01% | 91 | -2,236 | -3.97% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 52,700 | 909 | 0.0% | 0.0% | 92 | -14,155 | -21.17% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 52,470 | 905 | 0.01% | 0.01% | 93 | +8,790 | 20.12% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,248 | 901 | 0.0% | 0.0% | 94 | +9,892 | 23.35% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 52,049 | 897 | 0.0% | 0.0% | 95 | -2,912 | -5.3% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 51,100 | 881 | 0.0% | 0.0% | 96 | -30,300 | -37.22% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 50,518 | 871 | 0.0% | 0.0% | 97 | +212 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 50,200 | 865 | 0.01% | 0.01% | 98 | -100 | -0.2% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 48,643 | 839 | 0.0% | 0.0% | 99 | -50,917 | -51.14% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 48,431 | 835 | 0.01% | 0.01% | 100 | +10,976 | 29.3% | Q4 2025 | Feb 02, 2026 |
| DENALI ADVISORS LLC | History | New | 48,300 | 833 | 0.09% | — | 101 | +48,300 | New | Q4 2025 | Feb 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 47,498 | 819 | 0.05% | — | 102 | +47,498 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 47,240 | 814 | 0.0% | 0.0% | 103 | +13,200 | 38.78% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 45,163 | 778 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 38,174 | 658 | 0.0% | — | 105 | +38,174 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 37,063 | 639 | 0.0% | 0.0% | 106 | -30,187 | -44.89% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 35,670 | 615 | 0.0% | 0.0% | 107 | -6,219 | -14.85% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 35,429 | 611 | 0.0% | 0.0% | 108 | -1,176 | -3.21% | Q4 2025 | Jan 27, 2026 |
| Kendall Capital Management | History | Reduced | 33,025 | 569 | 0.12% | 0.13% | 109 | -1,550 | -4.48% | Q4 2025 | Jan 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,308 | 561 | 0.01% | 0.01% | 110 | -4,402 | -13.06% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 31,880 | 550 | 0.0% | 0.0% | 111 | -112 | -0.35% | Q4 2025 | Feb 05, 2026 |
| State of Wyoming | History | Reduced | 31,026 | 535 | 0.06% | 0.1% | 112 | -19,179 | -38.2% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 31,066 | 535 | 0.0% | 0.0% | 113 | +971 | 3.23% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 30,788 | 531 | 0.0% | — | 114 | +30,788 | New | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 30,491 | 525 | 0.0% | 0.0% | 115 | -1,554 | -4.85% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 30,168 | 520 | 0.0% | 0.0% | 116 | -2,356 | -7.24% | Q4 2025 | Feb 10, 2026 |
| Headlands Technologies LLC | History | Reduced | 28,142 | 485 | 0.04% | 0.05% | 117 | -8,468 | -23.13% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 27,197 | 469 | 0.0% | 0.0% | 118 | -3,270 | -10.73% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 27,186 | 468 | 0.0% | 0.0% | 119 | -1,119 | -3.95% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,111 | 467 | 0.0% | 0.0% | 120 | -742 | -2.66% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,812 | 462 | 0.0% | 0.0% | 121 | +2,825 | 11.78% | Q4 2025 | Feb 06, 2026 |
| Handelsbanken Fonder AB | History | Added to | 25,600 | 442 | 0.0% | 0.0% | 122 | +2,800 | 12.28% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,012 | 431 | 0.01% | 0.01% | 123 | +406 | 1.65% | Q4 2025 | Feb 04, 2026 |
| 1492 Capital Management LLC | History | Added to | 24,269 | 418 | 0.16% | 0.15% | 124 | +2,714 | 12.59% | Q4 2025 | Feb 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 24,196 | 417 | 0.09% | 0.09% | 125 | -9,011 | -27.14% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,897 | 412 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 23,833 | 411 | 0.01% | — | 127 | +23,833 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 21,153 | 364 | 0.0% | 0.0% | 128 | +656 | 3.2% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,581 | 355 | 0.0% | 0.0% | 129 | -20,914 | -50.4% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | New | 20,238 | 349 | 0.0% | — | 130 | +20,238 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 19,768 | 341 | 0.0% | 0.0% | 131 | +5,802 | 41.54% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 19,540 | 337 | 0.0% | 0.0% | 132 | +9,008 | 85.53% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 19,368 | 334 | 0.01% | 0.01% | 133 | -20,000 | -50.8% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 19,368 | 334 | 0.01% | 0.01% | 134 | -20,000 | -50.8% | Q4 2025 | Feb 18, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 19,250 | 332 | 0.04% | 0.04% | 135 | -2,494 | -11.47% | Q4 2025 | Jan 27, 2026 |
| Amundi | History | Added to | 19,003 | 327 | 0.0% | 0.0% | 136 | +827 | 4.55% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 18,148 | 313 | 0.0% | — | 137 | +18,148 | New | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | New | 18,000 | 310 | 0.01% | — | 138 | +18,000 | New | Q4 2025 | Feb 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 16,249 | 299 | 0.01% | 0.01% | 139 | +358 | 2.25% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,210 | 297 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 16,886 | 291 | 0.0% | — | 141 | +16,886 | New | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | Reduced | 16,318 | 281 | 0.01% | 0.01% | 142 | -8,553 | -34.39% | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 16,067 | 277 | 0.01% | 0.01% | 143 | +258 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,049 | 276 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 15,661 | 270 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,297 | 263 | 0.01% | 0.01% | 146 | +462 | 3.11% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 15,202 | 262 | 0.0% | 0.0% | 147 | +4,194 | 38.1% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 15,238 | 262 | 0.0% | 0.0% | 148 | -1,712 | -10.1% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 14,655 | 252 | 0.0% | — | 149 | +14,655 | New | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 14,608 | 251 | 0.0% | 0.01% | 150 | -1,634 | -10.06% | Q4 2025 | Jan 23, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 14,267 | 246 | 0.04% | 0.03% | 151 | +2,684 | 23.17% | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 13,401 | 231 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,201 | 227 | 0.0% | — | 153 | +13,201 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,977 | 223 | 0.0% | 0.0% | 154 | -525 | -3.89% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,516 | 215 | 0.0% | 0.0% | 155 | +265 | 2.16% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,436 | 214 | 0.03% | — | 156 | +12,436 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,302 | 212 | 0.0% | 0.0% | 157 | +9,503 | 339.51% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 12,066 | 208 | 0.03% | 0.03% | 158 | -876 | -6.77% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,900 | 205 | 0.01% | 0.01% | 159 | -2,750 | -18.77% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,738 | 202 | 0.0% | 0.0% | 160 | +1,410 | 13.65% | Q4 2025 | Mar 09, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 11,307 | 195 | 0.07% | 0.07% | 161 | -1,235 | -9.85% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 11,113 | 191 | 0.0% | — | 162 | +11,113 | New | Q4 2025 | Feb 06, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 10,587 | 182 | 0.06% | 0.09% | 163 | -2,097 | -16.53% | Q4 2025 | Jan 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 10,371 | 178 | 0.02% | 0.02% | 164 | +38 | 0.37% | Q4 2025 | Jan 16, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,215 | 176 | 0.0% | 0.0% | 165 | -63,285 | -86.1% | Q4 2025 | Jan 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,086 | 156 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,606 | 148 | 0.0% | 0.0% | 168 | +176 | 2.09% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8,612 | 148 | 0.0% | 0.0% | 167 | -60 | -0.69% | Q4 2025 | Jan 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,245 | 142 | 0.0% | 0.0% | 169 | -19,300 | -70.07% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,596 | 131 | 0.0% | — | 170 | +7,596 | New | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 6,866 | 118 | 0.05% | 0.06% | 171 | -1,212 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,830 | 117 | 0.01% | 0.01% | 172 | +89 | 1.32% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,656 | 114 | 0.0% | — | 173 | +6,621 | 18917.14% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,352 | 109 | 0.01% | 0.01% | 174 | -383 | -5.69% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 5,077 | 87 | 0.01% | 0.01% | 175 | -318 | -5.89% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,332 | 81 | 0.0% | 0.0% | 176 | +1,033 | 31.31% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,487 | 77 | 0.0% | 0.0% | 177 | +2,936 | 189.3% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,441 | 76 | 0.0% | 0.0% | 178 | +1,313 | 41.98% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 4,213 | 73 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,440 | 59 | 0.01% | — | 180 | +3,440 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,980 | 51 | 0.0% | 0.0% | 181 | +1,781 | 148.54% | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | Added to | 2,946 | 50 | 0.0% | 0.0% | 182 | +7 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,256 | 38 | 0.01% | — | 183 | +2,256 | New | Q4 2025 | Mar 03, 2026 |
| CWM, LLC | History | Reduced | 1,680 | 29 | 0.0% | 0.0% | 184 | -764 | -31.26% | Q4 2025 | Jan 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,668 | 28 | 0.01% | 0.01% | 185 | +486 | 41.12% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,545 | 27 | 0.0% | 0.0% | 187 | +8 | 0.52% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,603 | 27 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,444 | 25 | 0.0% | 0.0% | 188 | +1,180 | 446.97% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,409 | 24 | 0.0% | 0.01% | 189 | -24,984 | -94.66% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,397 | 24 | 0.0% | — | 190 | +1,397 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,200 | 20 | 0.0% | 0.0% | 191 | +862 | 255.03% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,013 | 17 | 0.0% | 0.0% | 192 | -1,000 | -49.68% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 994 | 17 | 0.0% | 0.0% | 193 | -335 | -25.21% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 759 | 13 | 0.0% | 0.0% | 194 | -115 | -13.16% | Q4 2025 | Jan 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 701 | 12 | 0.0% | 0.0% | 195 | -12 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 638 | 11 | 0.0% | — | 197 | +638 | New | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 649 | 11 | 0.01% | 0.0% | 196 | +86 | 15.28% | Q4 2025 | Feb 06, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 600 | 10 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | Added to | 514 | 9 | 0.0% | 0.0% | 199 | +91 | 21.51% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 458 | 7 | 0.0% | — | 202 | +458 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 414 | 7 | 0.0% | 0.0% | 200 | -199 | -32.46% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Reduced | 459 | 7 | 0.0% | 0.0% | 201 | -114 | -19.9% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 301 | 5 | 0.0% | 0.0% | 204 | -861 | -74.1% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 303 | 5 | 0.0% | — | 205 | +303 | New | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 298 | 5 | 0.0% | — | 203 | +298 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 244 | 4 | 0.0% | 0.0% | 207 | +149 | 156.84% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 238 | 4 | 0.0% | 0.0% | 206 | +43 | 22.05% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 205 | 3 | 0.0% | — | 209 | +205 | New | Q4 2025 | Jan 21, 2026 |
| MASECO LLP | History | Added to | 210 | 3 | 0.0% | 0.0% | 210 | +1 | 0.48% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 224 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 146 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 122 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| True Wealth Design, LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 219 | -28 | -21.88% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 111 | 1 | 0.0% | 0.0% | 215 | +25 | 29.07% | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 68 | 1 | 0.0% | 0.0% | 220 | -1 | -1.45% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 72 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 98 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 113 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -488,103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -331,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -157,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -154,399 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,790 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -101,092 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.07% | — | -70,621 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -70,396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -61,466 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,236 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.98% | — | -30,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -19,771 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -12,761 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -11,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -5,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,020 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,229 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 21, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -228 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -109 | -94.78% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -106 | -94.64% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bare Financial Services, Inc | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 45 | 0 | — | — | — | +20 | 80.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 21, 2026 |
| GROUP ONE TRADING LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Mar 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacific Center for Financial Services | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |