AEGON LTD. - AEG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 70,522,831 | 543,731 | 0.29% | 0.37% | 1 | -15,260,674 | -17.79% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 13,131,922 | 101,247 | 0.01% | 0.01% | 2 | -719,368 | -5.19% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 11,992,010 | 92,458 | 0.05% | 0.09% | 3 | -4,950,247 | -29.22% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,839,732 | 83,576 | 0.02% | 0.02% | 4 | +970,534 | 9.83% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 5,292,654 | 40,806 | 0.0% | 0.0% | 5 | -139,284 | -2.56% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,210,934 | 32,466 | 0.0% | 0.01% | 6 | -1,025,472 | -19.58% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 2,546,698 | 19,635 | 0.0% | 0.0% | 7 | +494,065 | 24.07% | Q4 2025 | Jan 29, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Added to | 2,527,483 | 19,486 | 2.87% | 15.4% | 8 | +599,104 | 31.07% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,440,065 | 18,812 | 0.07% | 0.12% | 9 | -1,944,089 | -44.34% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,418,895 | 18,654 | 0.01% | 0.01% | 10 | +37,550 | 1.58% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,102,205 | 16,208 | 0.01% | 0.02% | 11 | -2,801,496 | -57.13% | Q4 2025 | Feb 10, 2026 |
| ABC ARBITRAGE SA | History | Added to | 2,097,310 | 16,170 | 1.51% | 1.64% | 12 | +15,442 | 0.74% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,769,954 | 13,646 | 0.0% | 0.0% | 13 | +446,047 | 33.69% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,551,174 | 11,959 | 0.0% | 0.0% | 14 | +11,835 | 0.77% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,408,011 | 10,855 | 0.01% | 0.01% | 15 | +172,985 | 14.01% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,362,895 | 10,505 | 0.02% | 0.02% | 16 | +268,459 | 24.53% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,215,130 | 9,368 | 0.02% | 0.02% | 17 | +313,273 | 34.74% | Q4 2025 | Feb 17, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 1,111,297 | 8,568 | 1.53% | 1.63% | 18 | -41,826 | -3.63% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 987,804 | 7,615 | 0.01% | 0.01% | 19 | +374,687 | 61.11% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 917,889 | 7,076 | 0.0% | 0.01% | 20 | -1,482,272 | -61.76% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 900,118 | 6,939 | 0.75% | 0.85% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 848,592 | 6,542 | 0.0% | 0.0% | 22 | +95,594 | 12.7% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 786,561 | 6,064 | 0.0% | 0.0% | 23 | +7,439 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 691,023 | 5,327 | 0.13% | 0.27% | 24 | -516,445 | -42.77% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 607,018 | 4,680 | 0.09% | 0.1% | 25 | +10,767 | 1.81% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 602,750 | 4,647 | 0.03% | 0.04% | 26 | +10,700 | 1.81% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 520,029 | 4,009 | 0.0% | 0.0% | 27 | -25,957 | -4.75% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 512,025 | 3,947 | 0.06% | 0.0% | 28 | +499,058 | 3848.68% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 504,733 | 3,891 | 0.0% | 0.0% | 29 | +24,053 | 5.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 439,900 | 3,391 | 0.02% | 0.01% | 30 | +125,398 | 39.87% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 438,734 | 3,382 | 0.0% | 0.0% | 31 | +69,178 | 18.72% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | New | 437,300 | 3,371 | 0.09% | — | 32 | +437,300 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 420,782 | 3,244 | 0.09% | — | 33 | +420,782 | New | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 408,724 | 3,151 | 0.11% | 0.09% | 34 | +103,586 | 33.95% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 394,838 | 3,044 | 0.07% | 0.12% | 35 | -370,240 | -48.39% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 360,221 | 2,777 | 0.0% | 0.0% | 36 | -29,296 | -7.52% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 341,979 | 2,636 | 0.0% | 0.0% | 37 | +10,332 | 3.12% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 300,725 | 2,318 | 0.0% | 0.0% | 38 | +167,528 | 125.77% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 289,688 | 2,233 | 0.0% | 0.01% | 39 | -410,438 | -58.62% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 283,208 | 2,183 | 0.02% | 0.02% | 40 | -13,027 | -4.4% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 268,800 | 2,072 | 0.0% | 0.0% | 41 | +100,800 | 60.0% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 260,270 | 2,006 | 0.03% | 0.03% | 42 | +18,708 | 7.74% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 259,478 | 2,000 | 0.0% | 0.0% | 43 | -1,361,395 | -83.99% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 256,664 | 1,978 | 0.0% | 0.0% | 44 | +16,315 | 6.79% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 253,568 | 1,955 | 0.0% | 0.0% | 45 | -747,051 | -74.66% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 247,419 | 1,907 | 0.0% | 0.0% | 46 | -21,919 | -8.14% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Added to | 237,728 | 1,832 | 0.0% | 0.0% | 47 | +78,526 | 49.32% | Q4 2025 | Jan 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 237,253 | 1,829 | 0.14% | 0.21% | 48 | -22,789 | -8.76% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 210,124 | 1,620 | 0.0% | 0.0% | 49 | +864 | 0.41% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 207,969 | 1,603 | 0.05% | 0.05% | 50 | +2,661 | 1.3% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 205,284 | 1,582 | 0.0% | 0.0% | 51 | +28,368 | 16.03% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 200,239 | 1,544 | 0.0% | 0.0% | 52 | +6,979 | 3.61% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 199,274 | 1,536 | 0.0% | 0.01% | 53 | -81,025 | -28.91% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 198,419 | 1,529 | 0.0% | 0.0% | 54 | -7,117 | -3.46% | Q4 2025 | Feb 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 190,492 | 1,468 | 0.03% | — | 55 | +190,492 | New | Q4 2025 | Feb 17, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 169,398 | 1,306 | 0.01% | 0.02% | 56 | -49,262 | -22.53% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 167,904 | 1,294 | 0.0% | 0.0% | 57 | -7,730 | -4.4% | Q4 2025 | Feb 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 166,041 | 1,280 | 0.28% | 0.29% | 58 | +4,669 | 2.89% | Q4 2025 | Feb 20, 2026 |
| Cerity Partners LLC | History | Added to | 161,735 | 1,246 | 0.0% | 0.0% | 59 | +22,551 | 16.2% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 159,000 | 1,225 | 0.0% | 0.0% | 60 | -27,592 | -14.79% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 156,954 | 1,210 | 0.02% | 0.02% | 61 | -12,165 | -7.19% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 153,644 | 1,184 | 0.0% | 0.0% | 62 | +13,682 | 9.78% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Added to | 153,476 | 1,183 | 0.01% | 0.01% | 63 | +345 | 0.23% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 152,236 | 1,167 | 0.05% | 0.06% | 64 | +3,901 | 2.63% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 148,929 | 1,148 | 0.01% | 0.01% | 65 | +3,647 | 2.51% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 141,769 | 1,093 | 0.0% | 0.0% | 66 | +33,836 | 31.35% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 140,686 | 1,084 | 0.05% | 0.09% | 67 | -2,951 | -2.05% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | Added to | 122,124 | 941 | 0.02% | 0.01% | 68 | +76,588 | 168.19% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 120,168 | 926 | 0.01% | 0.01% | 69 | +1,093 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 116,571 | 898 | 0.0% | 0.0% | 70 | -5,251 | -4.31% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 115,710 | 892 | 0.03% | 0.03% | 71 | -35,684 | -23.57% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 115,620 | 891 | 0.0% | 0.0% | 72 | +99,744 | 628.27% | Q4 2025 | Feb 17, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 111,086 | 856 | 0.22% | 0.11% | 74 | +61,604 | 124.5% | Q4 2025 | Jan 23, 2026 |
| AdvisorShares Investments LLC | History | Added to | 111,128 | 856 | 0.14% | 0.14% | 73 | +3,057 | 2.83% | Q4 2025 | Feb 10, 2026 |
| Abacus Wealth Partners, LLC | History | New | 109,385 | 843 | 0.08% | — | 75 | +109,385 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 100,700 | 776 | 0.0% | 0.0% | 76 | -86,500 | -46.21% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 98,858 | 762 | 0.0% | 0.0% | 77 | +2,829 | 2.95% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 95,582 | 736 | 0.0% | 0.0% | 78 | -2,055 | -2.1% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 86,912 | 670 | 0.0% | — | 79 | +86,912 | New | Q4 2025 | Feb 13, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 85,221 | 657 | 0.29% | 0.27% | 80 | +962 | 1.14% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 83,228 | 642 | 0.0% | 0.0% | 81 | -6,749 | -7.5% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | Added to | 80,441 | 624 | 0.03% | 0.03% | 82 | +47,158 | 141.69% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 78,942 | 608 | 0.0% | 0.0% | 83 | +8,423 | 11.94% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 78,081 | 602 | 0.03% | 0.03% | 84 | +8,276 | 11.86% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 73,433 | 579 | 0.0% | 0.0% | 85 | +10,893 | 17.42% | Q4 2025 | Jan 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 72,844 | 561 | 0.0% | — | 86 | +72,844 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 71,593 | 552 | 0.0% | — | 87 | +71,593 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 71,483 | 551 | 0.0% | 0.0% | 88 | -6,851 | -8.75% | Q4 2025 | Jan 09, 2026 |
| OLIO Financial Planning | History | Reduced | 71,009 | 547 | 0.15% | 0.2% | 89 | -13,140 | -15.62% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 67,760 | 522 | 0.01% | 0.01% | 90 | -7,505 | -9.97% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,618 | 521 | 0.0% | 0.0% | 91 | +4,879 | 7.78% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 66,427 | 512 | 0.0% | 0.0% | 92 | +17,137 | 34.77% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 66,030 | 509 | 0.01% | 0.01% | 93 | +9,895 | 17.63% | Q4 2025 | Jan 28, 2026 |
| Entropy Technologies, LP | History | New | 64,601 | 498 | 0.03% | — | 94 | +64,601 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 63,864 | 492 | 0.01% | 0.01% | 95 | -4,735 | -6.9% | Q4 2025 | Feb 09, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 63,600 | 490 | 0.02% | — | 96 | +63,600 | New | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 62,487 | 481 | 0.01% | 0.01% | 98 | +13,136 | 26.62% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 62,503 | 481 | 0.0% | 0.0% | 97 | -7,124 | -10.23% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,855 | 469 | 0.0% | 0.0% | 99 | +1,672 | 2.83% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 58,633 | 452 | 0.01% | 0.01% | 100 | -44,323 | -43.05% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 56,824 | 441 | 0.01% | 0.01% | 101 | -8,272 | -12.71% | Q4 2025 | Jan 23, 2026 |
| Miller Investment Management, LP | History | No change | 57,015 | 439 | 0.04% | 0.05% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 56,936 | 438 | 0.01% | 0.01% | 103 | -2,360 | -3.98% | Q4 2025 | Feb 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 54,427 | 419 | 0.02% | 0.02% | 104 | -6,085 | -10.06% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 54,647 | 418 | 0.01% | 0.01% | 105 | +4,462 | 8.89% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 52,297 | 403 | 0.0% | 0.0% | 106 | -725 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 50,209 | 387 | 0.0% | 0.0% | 107 | +1,103 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 48,405 | 373 | 0.08% | 0.05% | 108 | +24,288 | 100.71% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 47,555 | 366 | 0.0% | 0.01% | 109 | -31,925 | -40.17% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 46,866 | 361 | 0.0% | 0.0% | 110 | +1,914 | 4.26% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 45,958 | 354 | 0.0% | 0.0% | 111 | -325 | -0.7% | Q4 2025 | Mar 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 45,723 | 352 | 0.04% | 0.05% | 113 | +4,008 | 9.61% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 45,710 | 352 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 45,363 | 349 | 0.08% | 0.09% | 114 | +696 | 1.56% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 44,660 | 344 | 0.05% | — | 115 | +44,660 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 43,193 | 332 | 0.0% | 0.0% | 116 | -3,268 | -7.03% | Q4 2025 | Feb 12, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 42,489 | 327 | 0.06% | 0.07% | 117 | +2,358 | 5.88% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 41,323 | 318 | 0.0% | — | 118 | +41,323 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 40,187 | 309 | 0.0% | 0.0% | 119 | +1,655 | 4.3% | Q4 2025 | Feb 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 40,064 | 308 | 0.06% | 0.06% | 120 | +409 | 1.03% | Q4 2025 | Jan 12, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 36,691 | 283 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 36,224 | 279 | 0.0% | 0.0% | 122 | +3,447 | 10.52% | Q4 2025 | Feb 11, 2026 |
| Ellevest, Inc. | History | Reduced | 35,890 | 276 | 0.04% | 0.04% | 123 | -203 | -0.56% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 35,415 | 273 | 0.0% | 0.0% | 124 | +29,648 | 514.1% | Q4 2025 | Jan 26, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 35,321 | 272 | 0.0% | 0.0% | 125 | +8,569 | 32.03% | Q4 2025 | Feb 02, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 33,879 | 261 | 0.01% | 0.01% | 126 | +8,532 | 33.66% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,501 | 260 | 0.01% | 0.01% | 127 | +5,160 | 18.21% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 33,356 | 257 | 0.01% | 0.01% | 128 | -796 | -2.33% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 33,446 | 257 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 32,394 | 249 | 0.0% | 0.0% | 131 | +2,794 | 9.44% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,408 | 249 | 0.0% | 0.0% | 130 | -246 | -0.75% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 30,306 | 233 | 0.0% | 0.0% | 132 | +216 | 0.72% | Q4 2025 | Feb 03, 2026 |
| Scientech Research LLC | History | New | 29,624 | 228 | 0.14% | — | 133 | +29,624 | New | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 28,800 | 222 | 0.03% | 0.03% | 134 | -3,400 | -10.56% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,686 | 221 | 0.0% | 0.0% | 135 | +2,369 | 9.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | No change | 27,938 | 215 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 27,653 | 213 | 0.03% | 0.04% | 137 | +1,661 | 6.39% | Q4 2025 | Jan 22, 2026 |
| Jain Global LLC | History | Added to | 27,582 | 212 | 0.0% | 0.0% | 138 | +7,300 | 35.99% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 26,906 | 211 | 0.0% | 0.0% | 139 | +8,633 | 47.24% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 26,988 | 208 | 0.01% | 0.01% | 140 | -2,856 | -9.57% | Q4 2025 | Feb 09, 2026 |
| FULTON BANK, N.A. | History | Reduced | 25,000 | 192 | 0.01% | 0.01% | 141 | -2,314 | -8.47% | Q4 2025 | Jan 08, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 24,866 | 191 | 0.07% | 0.08% | 142 | +909 | 3.79% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,668 | 190 | 0.0% | 0.0% | 143 | +468 | 1.93% | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Added to | 24,050 | 185 | 0.01% | 0.01% | 144 | +7,500 | 45.32% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,697 | 182 | 0.0% | 0.0% | 145 | +1,425 | 6.4% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 22,432 | 173 | 0.0% | — | 146 | +22,432 | New | Q4 2025 | Feb 18, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 22,140 | 170 | 0.01% | — | 147 | +22,140 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 21,727 | 167 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 20,940 | 161 | 0.0% | — | 149 | +20,940 | New | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 20,961 | 161 | 0.03% | 0.03% | 150 | -346 | -1.62% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | No change | 20,284 | 156 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 19,868 | 153 | 0.0% | 0.0% | 152 | -4,431 | -18.24% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 19,840 | 152 | 0.0% | 0.0% | 153 | -201 | -1.0% | Q4 2025 | Feb 11, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 19,600 | 151 | 0.07% | — | 154 | +19,600 | New | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 20,045 | 149 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,899 | 146 | 0.0% | 0.01% | 157 | -6,361 | -25.18% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 18,994 | 146 | 0.0% | 0.0% | 156 | +734 | 4.02% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 18,700 | 144 | 0.0% | 0.0% | 158 | -11,300 | -37.67% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,716 | 144 | 0.0% | 0.0% | 159 | +1,517 | 8.82% | Q4 2025 | Jan 28, 2026 |
| Vise Technologies, Inc. | History | Reduced | 18,603 | 143 | 0.0% | 0.01% | 161 | -16,610 | -47.17% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 18,633 | 143 | 0.0% | 0.0% | 160 | -152 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 18,427 | 142 | 0.01% | 0.01% | 163 | +4,503 | 32.34% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Added to | 18,527 | 142 | 0.0% | 0.0% | 162 | +3,439 | 22.79% | Q4 2025 | Feb 10, 2026 |
| Calydon Capital | History | Reduced | 17,940 | 138 | 0.02% | 0.03% | 164 | -4,529 | -20.16% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 17,851 | 137 | 0.02% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 17,657 | 136 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,621 | 135 | 0.0% | 0.0% | 167 | -22 | -0.12% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,478 | 134 | 0.0% | 0.0% | 168 | +690 | 4.11% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 16,599 | 127 | 0.01% | 0.01% | 169 | +849 | 5.39% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 16,338 | 125 | 0.0% | 0.0% | 170 | +184 | 1.14% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 15,982 | 123 | 0.01% | 0.01% | 171 | +2,524 | 18.75% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,905 | 122 | 0.0% | 0.0% | 172 | +5,194 | 48.49% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 15,551 | 119 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 14,921 | 115 | 0.0% | 0.0% | 174 | -3,306 | -18.14% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14,785 | 113 | 0.0% | 0.01% | 175 | -2,195 | -12.93% | Q4 2025 | Feb 06, 2026 |
| Boit C F David | History | No change | 14,695 | 112 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Dynasty Wealth Management, LLC | History | New | 14,147 | 109 | 0.0% | — | 177 | +14,147 | New | Q4 2025 | Feb 10, 2026 |
| Henry James International Management Inc. | History | No change | 14,260 | 109 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,688 | 105 | 0.0% | — | 179 | +13,688 | New | Q4 2025 | Feb 18, 2026 |
| Clarius Group, LLC | History | No change | 13,672 | 105 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 13,581 | 104 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trek Financial, LLC | History | Added to | 13,484 | 103 | 0.01% | 0.01% | 182 | +115 | 0.86% | Q4 2025 | Feb 04, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 13,352 | 102 | 0.02% | — | 183 | +13,352 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 12,991 | 100 | 0.0% | 0.0% | 184 | +636 | 5.15% | Q4 2025 | Jan 30, 2026 |
| STATE STREET CORP | History | No change | 13,085 | 100 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 12,904 | 99 | 0.0% | 0.0% | 187 | +1,095 | 9.27% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,849 | 99 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,814 | 98 | 0.0% | — | 189 | +12,814 | New | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | New | 12,767 | 98 | 0.0% | — | 188 | +12,767 | New | Q4 2025 | Feb 12, 2026 |
| Argos Wealth Advisors, LLC | History | New | 12,436 | 95 | 0.03% | — | 190 | +12,436 | New | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 12,213 | 94 | 0.0% | 0.0% | 191 | +2,022 | 19.84% | Q4 2025 | Feb 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 11,734 | 92 | 0.01% | 0.01% | 192 | -1,531 | -11.54% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | New | 11,576 | 89 | 0.0% | — | 193 | +11,576 | New | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | New | 11,360 | 87 | 0.0% | — | 196 | +11,360 | New | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 11,358 | 87 | 0.0% | — | 195 | +11,358 | New | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 11,316 | 87 | 0.0% | — | 194 | +11,316 | New | Q4 2025 | Feb 17, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 11,241 | 86 | 0.07% | — | 199 | +11,241 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 11,192 | 86 | 0.0% | — | 197 | +11,192 | New | Q4 2025 | Feb 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 11,183 | 86 | 0.0% | 0.0% | 198 | +190 | 1.73% | Q4 2025 | Feb 04, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 10,807 | 85 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | New | 10,964 | 84 | 0.0% | — | 202 | +10,964 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,977 | 84 | 0.0% | 0.0% | 201 | +7,599 | 224.96% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,879 | 83 | 0.0% | 0.0% | 203 | -131,961 | -92.38% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 10,806 | 83 | 0.02% | — | 205 | +10,806 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,807 | 83 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,606 | 81 | 0.0% | 0.0% | 206 | +36 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | New | 10,527 | 79 | 0.0% | — | 208 | +10,527 | New | Q4 2025 | Jan 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 10,366 | 79 | 0.02% | 0.02% | 207 | -1,748 | -14.43% | Q4 2025 | Feb 02, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 10,363 | 79 | 0.03% | 0.01% | 209 | +22 | 0.21% | Q4 2025 | Jan 27, 2026 |
| Canopy Partners, LLC | History | No change | 10,166 | 78 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantessence Capital LLC | History | New | 10,098 | 77 | 0.89% | — | 211 | +10,098 | New | Q4 2025 | Feb 17, 2026 |
| Cromwell Holdings LLC | History | No change | 9,692 | 74 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,310 | 71 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 9,022 | 69 | 0.02% | 0.01% | 214 | +7,951 | 742.39% | Q4 2025 | Mar 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8,362 | 64 | 0.0% | 0.0% | 215 | -122 | -1.44% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 8,000 | 61 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,813 | 60 | 0.0% | 0.0% | 217 | +3,583 | 84.7% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,410 | 57 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,333 | 56 | 0.0% | 0.0% | 219 | -192 | -2.55% | Q4 2025 | Jan 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,210 | 41 | 0.0% | 0.0% | 220 | +643 | 14.08% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 38 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,234 | 32 | 0.0% | — | 222 | +4,234 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,061 | 31 | 0.0% | — | 223 | +4,061 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,848 | 29 | 0.0% | 0.0% | 224 | +560 | 17.03% | Q4 2025 | Mar 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3,399 | 26 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,343 | 25 | 0.0% | 0.0% | 226 | +17 | 0.51% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 2,932 | 22 | 0.0% | — | 227 | +2,932 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,912 | 22 | 0.01% | 0.01% | 229 | +902 | 44.88% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 2,938 | 22 | 0.0% | 0.0% | 228 | +645 | 28.13% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,600 | 20 | 0.0% | 0.0% | 230 | +1,100 | 73.33% | Q4 2025 | Feb 17, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 2,094 | 16 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 1,824 | 14 | 0.0% | 0.0% | 234 | +376 | 25.97% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,907 | 14 | 0.0% | 0.0% | 233 | -346 | -15.36% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,919 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,739 | 13 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,610 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | No change | 1,575 | 12 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,303 | 10 | 0.0% | — | 239 | +1,303 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 1,301 | 10 | 0.0% | — | 240 | +1,301 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 1,300 | 10 | 0.0% | — | 238 | +1,300 | New | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,260 | 9 | 0.0% | 0.0% | 242 | +192 | 17.98% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,249 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clean Yield Group | History | No change | 1,259 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,200 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 1,107 | 8 | 0.0% | 0.0% | 246 | +84 | 8.21% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 1,100 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 1,103 | 8 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,002 | 7 | 0.0% | 0.0% | 248 | -1,097 | -52.26% | Q4 2025 | Feb 13, 2026 |
| Gleason Group, Inc. | History | New | 1,000 | 7 | 0.0% | — | 249 | +1,000 | New | Q4 2025 | Jan 15, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 930 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 733 | 5 | 0.0% | 0.0% | 252 | -19,809 | -96.43% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 763 | 5 | 0.0% | 0.0% | 251 | -4,915 | -86.56% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 671 | 5 | 0.0% | — | 254 | +671 | New | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 679 | 5 | 0.0% | 0.0% | 253 | +470 | 224.88% | Q4 2025 | Jan 21, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 714 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 550 | 4 | 0.0% | 0.0% | 259 | +497 | 937.74% | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 625 | 4 | 0.0% | 0.0% | 257 | +7 | 1.13% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 564 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 559 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 416 | 3 | 0.0% | — | 267 | +416 | New | Q4 2025 | Feb 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 490 | 3 | 0.0% | 0.0% | 262 | -216 | -30.59% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 411 | 3 | 0.0% | 0.0% | 260 | -4 | -0.96% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 435 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 501 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 333 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORG Wealth Partners, LLC | History | No change | 480 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caldwell Trust Co | History | No change | 469 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 324 | 2 | 0.0% | — | 272 | +324 | New | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 291 | 2 | 0.0% | 0.0% | 271 | +32 | 12.36% | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 281 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 354 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crewe Advisors LLC | History | No change | 337 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 190 | 1 | 0.0% | — | 273 | +190 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 215 | 1 | 0.0% | — | 276 | +133 | 162.2% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 220 | 1 | 0.0% | 0.0% | 275 | +94 | 74.6% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 184 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 2.88% | — | -685,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -344,285 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.02% | — | -276,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -153,064 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -153,064 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -64,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -40,442 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,589 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -26,849 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,116 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,471 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,192 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,988 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -11,388 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,655 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,306 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,748 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,901 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,020 | -100.0% | Q3 2025 | Oct 07, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -437 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 45 | 0 | — | 0.0% | — | -240 | -84.21% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 110 | 0 | — | — | — | +110 | New | Q4 2025 | Jan 15, 2026 |
| CrossGen Wealth, LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q4 2025 | Feb 19, 2026 |
| SHP Wealth Management | History | New | 78 | 0 | — | — | — | +78 | New | Q4 2025 | Mar 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q4 2025 | Feb 05, 2026 |
| Navalign, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | Reduced | 11 | 0 | — | — | — | -12 | -52.17% | Q4 2025 | Jan 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 90 | 0 | — | — | — | -1 | -1.1% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |