AGNC Investment Corp. - AGNC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 97,745,127 | 1,047,827 | 0.02% | 0.01% | 1 | +1,304,782 | 1.35% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 61,104,856 | 655,044 | 0.01% | 0.01% | 2 | +4,897,525 | 8.71% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 29,097,741 | 312,274 | 0.02% | 0.02% | 3 | +1,596,244 | 5.8% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 18,245,939 | 197,773 | 0.01% | 0.01% | 4 | +1,090,374 | 6.36% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 13,230,430 | 141,830 | 0.02% | — | 5 | +13,230,430 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,946,658 | 117,348 | 0.01% | 0.01% | 6 | +2,622,253 | 31.5% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,850,477 | 116,317 | 0.01% | 0.01% | 7 | +1,633,427 | 17.72% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 9,656,331 | 103,515 | 0.02% | 0.02% | 8 | -4,206,695 | -30.34% | Q4 2025 | Jan 29, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 9,522,532 | 102,081 | 2.06% | 1.96% | 9 | -32,304 | -0.34% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 7,491,585 | 80,309 | 0.0% | 0.0% | 10 | +1,462,468 | 24.26% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,112,698 | 76,248 | 0.04% | 0.04% | 11 | +1,042 | 0.01% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 7,089,943 | 76,004 | 0.01% | 0.01% | 12 | -100,396 | -1.4% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 6,861,679 | 73,557 | 0.11% | 0.08% | 13 | +592,550 | 9.45% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,628,869 | 71,061 | 0.01% | 0.01% | 14 | -127,324 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 5,549,356 | 59,683 | 0.65% | 0.1% | 15 | +3,352,756 | 152.63% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 4,298,275 | 46,077 | 1.92% | 1.78% | 16 | +2,464 | 0.06% | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 4,208,570 | 45,115 | 0.08% | 59.09% | 17 | +2,908,475 | 223.71% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 4,171,269 | 44,716 | 0.04% | 0.04% | 18 | +261,479 | 6.69% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,093,068 | 43,877 | 0.01% | 0.0% | 19 | +1,131,086 | 38.19% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,816,548 | 41,714 | 0.07% | 0.11% | 20 | -3,126,989 | -45.03% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,608,992 | 38,688 | 0.01% | 0.01% | 21 | -472,585 | -11.58% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,436,596 | 36,840 | 0.01% | 0.01% | 22 | +408,524 | 13.49% | Q4 2025 | Feb 10, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | Added to | 3,251,000 | 34,850 | 4.81% | 0.55% | 23 | +1,926,000 | 145.36% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 3,174,168 | 34,027 | 0.01% | 0.01% | 24 | +113,094 | 3.69% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,108,188 | 33,320 | 0.04% | 0.0% | 25 | +3,092,436 | 19632.02% | Q4 2025 | Jan 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,097,929 | 33,209 | 0.01% | — | 26 | +3,097,929 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,093,810 | 33,165 | 0.0% | 0.0% | 27 | +1,516,270 | 96.12% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 2,729,947 | 29,265 | 0.0% | 0.0% | 28 | +1,625,962 | 147.28% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 2,581,358 | 27,672 | 0.0% | 0.0% | 29 | +67,627 | 2.69% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 2,433,817 | 26,090 | 0.01% | 0.01% | 30 | +213,192 | 9.6% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,414,087 | 25,879 | 0.04% | 0.04% | 31 | +115,100 | 5.01% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,270,442 | 24,339 | 0.0% | 0.01% | 32 | -518,979 | -18.61% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 2,054,000 | 22,018 | 0.01% | 0.01% | 33 | +75,400 | 3.81% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 2,025,100 | 21,709 | 0.02% | 0.02% | 34 | -387,219 | -16.05% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,992,432 | 21,358 | 0.01% | 0.02% | 35 | -3,080,967 | -60.73% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,956,549 | 20,974 | 0.01% | 0.01% | 36 | -2,597 | -0.13% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,834,748 | 19,668 | 0.0% | 0.0% | 37 | +405,167 | 28.34% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,802,835 | 19,326 | 0.0% | — | 38 | +1,802,835 | New | Q4 2025 | Feb 17, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 1,800,000 | 19,296 | 0.15% | 0.79% | 39 | -5,559,600 | -75.54% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,706,951 | 18,298 | 0.22% | 0.2% | 40 | +25,292 | 1.5% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,627,322 | 17,444 | 0.02% | 0.01% | 41 | +216,396 | 15.34% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,587,300 | 17,015 | 0.01% | 0.01% | 42 | -716,970 | -31.11% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,555,318 | 16,673 | 0.02% | 0.02% | 43 | +345,497 | 28.56% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 1,485,564 | 15,925 | 0.01% | 0.01% | 44 | +38,279 | 2.64% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 1,480,232 | 15,868 | 0.01% | 0.01% | 45 | +168,683 | 12.86% | Q4 2025 | Feb 13, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 1,470,773 | 15,766 | 5.74% | 6.68% | 46 | -326,136 | -18.15% | Q4 2025 | Jan 29, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 1,355,114 | 14,526 | 1.46% | 1.14% | 47 | +215,586 | 18.92% | Q4 2025 | Jan 26, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,332,363 | 14,282 | 0.02% | 0.03% | 48 | -256,880 | -16.16% | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,253,847 | 13,441 | 3.23% | 2.49% | 49 | +276,935 | 28.35% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,256,413 | 12,415 | 0.01% | 0.02% | 50 | +108,802 | 9.48% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,153,392 | 12,364 | 0.21% | 0.21% | 51 | -134,541 | -10.45% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 1,116,217 | 11,965 | 0.0% | 0.0% | 52 | +1,905 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,039,476 | 11,143 | 0.03% | 0.01% | 53 | +839,920 | 420.89% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 992,865 | 10,643 | 0.01% | 0.01% | 54 | +21,515 | 2.21% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 968,000 | 10,376 | 0.08% | — | 55 | +968,000 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 932,282 | 9,994 | 0.01% | 0.01% | 56 | -2,455 | -0.26% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 917,522 | 9,835 | 0.01% | 0.01% | 57 | +54,697 | 6.34% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 912,687 | 9,783 | 0.01% | 0.01% | 58 | +16,325 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 901,200 | 9,660 | 0.01% | 0.01% | 59 | +55,584 | 6.57% | Q4 2025 | Feb 13, 2026 |
| TCW GROUP INC | History | No change | 861,041 | 9,230 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Reduced | 853,000 | 9,144 | 0.94% | 1.17% | 61 | -522,006 | -37.96% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 849,470 | 9,106 | 0.01% | 0.01% | 62 | -8,673 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Added to | 847,600 | 9,086 | 0.06% | 0.02% | 63 | +572,000 | 207.55% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 818,683 | 8,777 | 0.0% | 0.0% | 64 | +57,467 | 7.55% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 792,957 | 8,500 | 0.04% | 0.03% | 65 | +169,890 | 27.27% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 786,411 | 8,430 | 0.19% | 0.06% | 66 | +512,574 | 187.18% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 784,523 | 8,410 | 0.0% | 0.0% | 67 | -139,977 | -15.14% | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 724,956 | 7,771 | 0.35% | 0.04% | 68 | +621,972 | 603.95% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 696,300 | 7,464 | 0.69% | 0.73% | 69 | -45,267 | -6.1% | Q4 2025 | Jan 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 664,186 | 7,120 | 0.11% | 0.2% | 70 | -744,417 | -52.85% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 595,179 | 6,451 | 0.14% | 0.2% | 71 | -245,042 | -29.16% | Q4 2025 | Jan 27, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 597,258 | 6,402 | 1.52% | 1.31% | 72 | +18,320 | 3.16% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 590,524 | 6,330 | 0.11% | 0.27% | 73 | -1,136,407 | -65.81% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 574,569 | 6,159 | 0.01% | 0.01% | 74 | +94,172 | 19.6% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 569,865 | 6,108 | 0.01% | 0.01% | 75 | +17,370 | 3.14% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 555,665 | 5,956 | 0.0% | 0.0% | 76 | +443,853 | 396.96% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 533,883 | 5,723 | 0.01% | 0.01% | 77 | -50,323 | -8.61% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 528,089 | 5,661 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 523,136 | 5,608 | 0.01% | 0.0% | 79 | +236,036 | 82.21% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 509,564 | 5,462 | 0.0% | 0.0% | 80 | +104,601 | 25.83% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 499,533 | 5,355 | 0.01% | 0.01% | 81 | +24,712 | 5.2% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 491,057 | 5,264 | 0.14% | 0.14% | 82 | +47,693 | 10.76% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 486,562 | 5,215 | 0.36% | 0.1% | 83 | +146,508 | 43.08% | Q4 2025 | Feb 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 473,469 | 5,075 | 0.0% | 0.0% | 84 | +49,722 | 11.73% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 464,642 | 4,983 | 0.0% | 0.0% | 85 | +21,500 | 4.85% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 463,138 | 4,964 | 0.04% | 0.04% | 86 | +3,775 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 448,735 | 4,810 | 0.02% | 0.01% | 87 | -18,872 | -4.04% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 440,558 | 4,722 | 0.01% | 0.0% | 88 | +290,558 | 193.71% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 439,567 | 4,712 | 0.07% | 0.05% | 89 | +59,448 | 15.64% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 429,200 | 4,601 | 0.0% | 0.0% | 90 | +44,100 | 11.45% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 421,508 | 4,518 | 0.0% | 0.0% | 91 | -49,157 | -10.44% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 420,443 | 4,507 | 0.11% | 0.06% | 92 | +41,683 | 11.01% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 416,209 | 4,461 | 0.12% | — | 93 | +416,209 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 409,097 | 4,386 | 0.01% | 0.01% | 94 | +25,981 | 6.78% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 383,935 | 4,115 | 0.0% | 0.0% | 95 | +116,486 | 43.55% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 366,777 | 3,931 | 0.3% | 0.36% | 96 | -160,118 | -30.39% | Q4 2025 | Jan 23, 2026 |
| Penn Mutual Asset Management | History | No change | 360,000 | 3,859 | 2.31% | 6.85% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 359,284 | 3,851 | 0.01% | 0.01% | 98 | +51,209 | 16.62% | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Added to | 358,551 | 3,843 | 0.75% | 0.69% | 99 | +5,185 | 1.47% | Q4 2025 | Jan 12, 2026 |
| BARCLAYS PLC | History | Reduced | 355,279 | 3,808 | 0.0% | 0.0% | 100 | -775,657 | -68.59% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 352,400 | 3,778 | 0.01% | 0.01% | 101 | -17,700 | -4.78% | Q4 2025 | Feb 06, 2026 |
| Slagle Financial, LLC | History | Added to | 348,406 | 3,734 | 1.3% | 1.2% | 102 | +13,437 | 4.01% | Q4 2025 | Jan 26, 2026 |
| SummitTX Capital, L.P. | History | Added to | 335,253 | 3,593 | 0.11% | 0.13% | 103 | +9,263 | 2.84% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 330,828 | 3,546 | 0.17% | 0.23% | 104 | -116,369 | -26.02% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 322,361 | 3,455 | 0.01% | 0.01% | 105 | -2,553 | -0.79% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 310,975 | 3,333 | 0.01% | 0.01% | 106 | -22,311 | -6.69% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 303,692 | 3,296 | 0.01% | 0.01% | 107 | -40,941 | -11.88% | Q4 2025 | Jan 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 299,855 | 3,214 | 0.23% | 0.21% | 108 | +7,952 | 2.72% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 291,189 | 3,121 | 0.02% | 0.02% | 109 | -10,558 | -3.5% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 287,012 | 3,076 | 0.01% | 0.01% | 110 | +19,904 | 7.45% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 285,102 | 3,056 | 0.01% | 0.01% | 111 | +51,996 | 22.31% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 282,484 | 3,028 | 0.0% | 0.0% | 112 | +109,147 | 62.97% | Q4 2025 | Feb 17, 2026 |
| Mount Lucas Management LP | History | Reduced | 279,900 | 3,000 | 1.2% | 1.84% | 113 | -177,100 | -38.75% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 277,162 | 2,971 | 0.0% | 0.0% | 114 | +40,214 | 16.97% | Q4 2025 | Jan 30, 2026 |
| LFG Wealth Partners, LLC | History | New | 273,465 | 2,931 | 1.87% | — | 115 | +273,465 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 466,052 | 2,923 | 0.07% | 0.09% | 116 | -20,727 | -4.26% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 269,807 | 2,892 | 0.01% | — | 117 | +269,807 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 267,811 | 2,870 | 0.0% | 0.0% | 118 | -132,876 | -33.16% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 265,039 | 2,841 | 0.01% | 0.03% | 119 | -567,077 | -68.15% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 258,231 | 2,768 | 0.0% | — | 120 | +258,231 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 252,691 | 2,739 | 0.04% | 0.04% | 121 | -1,930 | -0.76% | Q4 2025 | Feb 13, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 249,810 | 2,677 | 1.63% | 1.89% | 122 | -84,098 | -25.19% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | New | 248,132 | 2,659 | 0.07% | — | 123 | +248,132 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 240,941 | 2,582 | 0.12% | 0.21% | 124 | +14,520 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 239,640 | 2,568 | 0.01% | 0.01% | 125 | +9,117 | 3.95% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 234,902 | 2,518 | 0.15% | 0.12% | 126 | +30,954 | 15.18% | Q4 2025 | Jan 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 228,500 | 2,472 | 0.01% | 0.01% | 127 | +15,600 | 7.33% | Q4 2025 | Jan 28, 2026 |
| RBF Capital, LLC | History | No change | 230,000 | 2,465 | 0.11% | 0.1% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Reduced | 229,764 | 2,463 | 0.25% | 0.25% | 129 | -7,060 | -2.98% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 223,848 | 2,399 | 0.04% | 0.02% | 130 | +71,288 | 46.73% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 220,205 | 2,382 | 0.01% | — | 131 | +220,205 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 220,800 | 2,366 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 207,327 | 2,226 | 0.0% | 0.0% | 133 | +29,797 | 16.78% | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Added to | 207,500 | 2,224 | 0.02% | 0.01% | 134 | +13,309 | 6.85% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 207,000 | 2,219 | 0.01% | 0.01% | 135 | -1,200 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 198,281 | 2,125 | 0.03% | 0.02% | 136 | +76,063 | 62.24% | Q4 2025 | Feb 11, 2026 |
| Waterfront Wealth Inc. | History | Added to | 177,180 | 2,100 | 0.4% | 0.37% | 137 | +573 | 0.32% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 195,859 | 2,099 | 0.0% | 0.0% | 138 | +4,935 | 2.58% | Q4 2025 | Mar 16, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 195,221 | 2,092 | 0.0% | 0.0% | 139 | +27,073 | 16.1% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 184,368 | 2,057 | 0.0% | 0.0% | 140 | +33,710 | 22.38% | Q4 2025 | Jan 08, 2026 |
| American Assets Investment Management, LLC | History | New | 80,000 | 2,003 | 0.14% | — | 141 | +80,000 | New | Q4 2025 | Feb 03, 2026 |
| Caprock Group, LLC | History | Added to | 184,600 | 2,001 | 0.04% | 0.04% | 142 | +5,938 | 3.32% | Q4 2025 | Jan 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 183,831 | 1,970 | 0.01% | 0.01% | 143 | -2,413 | -1.3% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 182,682 | 1,958 | 0.05% | 0.05% | 144 | +5,192 | 2.93% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 181,832 | 1,949 | 0.0% | 0.0% | 145 | -22,650 | -11.08% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,315 | 1,932 | 0.01% | 0.01% | 146 | +19,851 | 12.37% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 178,680 | 1,915 | 0.15% | 0.14% | 147 | +5,110 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 176,913 | 1,896 | 0.01% | 0.01% | 148 | -5,389 | -2.96% | Q4 2025 | Feb 12, 2026 |
| Weiss Asset Management LP | History | New | 175,443 | 1,880 | 0.03% | — | 149 | +175,443 | New | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 173,773 | 1,862 | 0.06% | — | 150 | +173,773 | New | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | Added to | 173,471 | 1,859 | 0.02% | 0.02% | 151 | +1,829 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 171,517 | 1,838 | 0.35% | 0.32% | 152 | -285 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Fieldview Capital Management, LLC | History | New | 170,640 | 1,829 | 0.31% | — | 153 | +170,640 | New | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Reduced | 161,524 | 1,731 | 0.02% | 0.02% | 154 | -12,927 | -7.41% | Q4 2025 | Feb 12, 2026 |
| Fortitude Financial, LLC | History | Added to | 157,547 | 1,688 | 1.43% | 0.87% | 155 | +48,908 | 45.02% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 156,351 | 1,676 | 0.0% | 0.0% | 156 | +8,658 | 5.86% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 155,704 | 1,669 | 0.0% | 0.0% | 157 | +9,599 | 6.57% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 155,157 | 1,663 | 0.01% | 0.01% | 158 | +4,214 | 2.79% | Q4 2025 | Feb 18, 2026 |
| Southland Equity Partners LLC | History | Added to | 154,182 | 1,652 | 0.33% | 0.04% | 159 | +132,996 | 627.75% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 149,241 | 1,650 | 0.17% | 0.14% | 160 | +20,287 | 15.73% | Q4 2025 | Jan 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 152,972 | 1,639 | 0.0% | 0.0% | 161 | +17,967 | 13.31% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 150,135 | 1,609 | 0.06% | 0.04% | 162 | +49,865 | 49.73% | Q4 2025 | Jan 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 141,849 | 1,598 | 0.36% | 0.33% | 163 | +19,829 | 16.25% | Q4 2025 | Feb 24, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 147,067 | 1,576 | 0.03% | — | 164 | +147,067 | New | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 137,566 | 1,573 | 0.04% | 0.03% | 165 | +4,243 | 3.18% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 145,399 | 1,558 | 0.02% | 0.02% | 166 | -301 | -0.21% | Q4 2025 | Feb 03, 2026 |
| Westend Capital Management, LLC | History | Reduced | 141,620 | 1,518 | 0.43% | 0.41% | 167 | -1,854 | -1.29% | Q4 2025 | Jan 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 141,178 | 1,513 | 0.1% | 0.04% | 168 | +77,971 | 123.36% | Q4 2025 | Jan 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 140,398 | 1,505 | 0.09% | 0.15% | 169 | -83,936 | -37.42% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 135,220 | 1,448 | 0.0% | 0.0% | 170 | +99,144 | 274.82% | Q4 2025 | Mar 09, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 132,000 | 1,427 | 0.56% | 0.42% | 171 | -3,300 | -2.44% | Q4 2025 | Feb 04, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 128,979 | 1,382 | 0.01% | 0.01% | 172 | -4,293 | -3.22% | Q4 2025 | Feb 09, 2026 |
| Quadrature Capital Ltd | History | New | 127,630 | 1,368 | 0.01% | — | 173 | +127,630 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 127,214 | 1,365 | 0.0% | 0.0% | 174 | -196,644 | -60.72% | Q4 2025 | Feb 13, 2026 |
| Simplify Asset Management Inc. | History | Added to | 127,037 | 1,361 | 0.02% | 0.02% | 175 | +41,037 | 47.72% | Q4 2025 | Feb 09, 2026 |
| NEOS Investment Management LLC | History | Added to | 124,588 | 1,335 | 0.01% | 0.01% | 176 | +37,620 | 43.26% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 119,456 | 1,316 | 0.01% | 0.01% | 177 | +24,856 | 26.27% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 121,895 | 1,306 | 0.0% | 0.0% | 178 | +6,179 | 5.34% | Q4 2025 | Feb 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 121,000 | 1,297 | 0.17% | 0.28% | 179 | -18,700 | -13.39% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 118,437 | 1,269 | 0.0% | 0.0% | 180 | +51,810 | 77.76% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 116,970 | 1,254 | 0.03% | 0.03% | 181 | +176 | 0.15% | Q4 2025 | Jan 30, 2026 |
| Oak Thistle LLC | History | Added to | 115,765 | 1,241 | 0.17% | 0.11% | 182 | +42,922 | 58.92% | Q4 2025 | Jan 21, 2026 |
| Sullivan Wood Capital Management LLC | History | Added to | 114,400 | 1,239 | 1.87% | 1.13% | 183 | +37,000 | 47.8% | Q4 2025 | Jan 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 114,777 | 1,230 | 0.01% | 0.11% | 184 | -1,816,266 | -94.06% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 113,897 | 1,220 | 0.0% | — | 185 | +113,897 | New | Q4 2025 | Feb 05, 2026 |
| Collar Capital Management, LLC | History | Added to | 112,466 | 1,205 | 0.81% | 0.76% | 186 | +1,900 | 1.72% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 111,515 | 1,195 | 0.0% | 0.0% | 187 | -5,497 | -4.7% | Q4 2025 | Feb 06, 2026 |
| NORDEN GROUP LLC | History | Added to | 109,967 | 1,178 | 0.12% | 0.06% | 188 | +49,490 | 81.83% | Q4 2025 | Jan 13, 2026 |
| Cannell & Spears LLC | History | No change | 109,540 | 1,174 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 107,865 | 1,156 | 0.0% | 0.0% | 190 | +15,983 | 17.4% | Q4 2025 | Feb 12, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 106,992 | 1,146 | 0.41% | 0.39% | 191 | -4,320 | -3.88% | Q4 2025 | Jan 13, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 106,690 | 1,143 | 0.12% | 0.09% | 192 | +16,664 | 18.51% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 105,152 | 1,139 | 0.03% | 0.04% | 193 | -2,551 | -2.37% | Q4 2025 | Feb 05, 2026 |
| Independent Advisor Alliance | History | Reduced | 104,465 | 1,119 | 0.03% | 0.03% | 194 | -9 | -0.01% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 104,218 | 1,117 | 0.04% | 0.01% | 195 | +78,053 | 298.31% | Q4 2025 | Jan 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 104,287 | 1,117 | 0.01% | 0.01% | 196 | +907 | 0.88% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 103,310 | 1,107 | 0.15% | 0.02% | 197 | +91,407 | 767.93% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 102,637 | 1,100 | 0.0% | 0.0% | 198 | -30,663 | -23.0% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 100,510 | 1,077 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | New | 98,480 | 1,055 | 0.09% | — | 200 | +98,480 | New | Q4 2025 | Feb 13, 2026 |
| Innova Wealth Partners | History | Added to | 96,608 | 1,035 | 0.52% | 0.42% | 201 | +17,278 | 21.78% | Q4 2025 | Jan 07, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 95,176 | 1,020 | 0.05% | 0.09% | 202 | -67,798 | -41.6% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 94,327 | 1,011 | 0.02% | 0.03% | 203 | -27,268 | -22.43% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 85,809 | 1,011 | 0.25% | 0.2% | 204 | +11,095 | 14.85% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 93,483 | 1,002 | 0.02% | 0.01% | 205 | +9,558 | 11.39% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 92,289 | 989 | 0.07% | 0.05% | 206 | +7,361 | 8.67% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 91,950 | 985 | 0.01% | 0.01% | 207 | -11,512 | -11.13% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,592 | 981 | 0.0% | 0.0% | 208 | +270 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 89,656 | 961 | 0.41% | 0.36% | 209 | +21,009 | 30.6% | Q4 2025 | Feb 13, 2026 |
| Cannon Global Investment Management, LLC | History | New | 89,400 | 958 | 2.41% | — | 210 | +89,400 | New | Q4 2025 | Jan 27, 2026 |
| Steadtrust LLC | History | No change | 88,992 | 953 | 0.59% | 0.59% | 211 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cooper Financial Group | History | Added to | 87,679 | 939 | 0.1% | 0.09% | 212 | +745 | 0.86% | Q4 2025 | Jan 08, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 78,390 | 935 | 0.03% | 0.03% | 213 | +3,803 | 5.1% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | New | 86,490 | 927 | 0.06% | — | 214 | +86,490 | New | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 85,135 | 912 | 0.21% | 0.13% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 84,344 | 904 | 0.0% | 0.0% | 216 | +48,686 | 136.54% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 84,294 | 901 | 0.0% | 0.0% | 217 | -69,268 | -45.11% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 83,120 | 891 | 0.16% | 0.13% | 218 | +12,082 | 17.01% | Q4 2025 | Jan 12, 2026 |
| Quantitative Investment Management, LLC | History | New | 83,068 | 890 | 0.09% | — | 219 | +83,068 | New | Q4 2025 | Feb 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 82,195 | 881 | 0.02% | 0.02% | 220 | -963 | -1.16% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Added to | 81,192 | 870 | 0.03% | 0.04% | 221 | +300 | 0.37% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 80,625 | 864 | 0.0% | 0.0% | 222 | -13,254 | -14.12% | Q4 2025 | Jan 30, 2026 |
| NATIXIS | History | Reduced | 79,862 | 856 | 0.0% | 0.0% | 223 | -16,124 | -16.8% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 79,174 | 848 | 0.0% | 0.0% | 224 | -7,147 | -8.28% | Q4 2025 | Feb 12, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 77,513 | 830 | 0.18% | 0.11% | 225 | +24,392 | 45.92% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 76,517 | 820 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 76,319 | 818 | 0.01% | 0.01% | 227 | +2,601 | 3.53% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 76,245 | 817 | 0.01% | 0.0% | 228 | +51,839 | 212.4% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 75,833 | 812 | 0.0% | 0.0% | 229 | -15,767 | -17.21% | Q4 2025 | Feb 17, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Reduced | 32,324 | 808 | 0.2% | 0.2% | 230 | -500 | -1.52% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,867 | 802 | 0.0% | 0.0% | 231 | +26,211 | 53.87% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 73,014 | 782 | 0.01% | 0.01% | 232 | +351 | 0.48% | Q4 2025 | Jan 29, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 72,810 | 780 | 0.05% | 0.05% | 233 | -2,040 | -2.73% | Q4 2025 | Feb 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 72,721 | 779 | 0.09% | 0.08% | 234 | +1,825 | 2.57% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 70,361 | 754 | 0.01% | 0.0% | 235 | +3,750 | 5.63% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 68,214 | 754 | 0.03% | 0.02% | 236 | +1,463 | 2.19% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 69,368 | 744 | 0.02% | 0.02% | 237 | +8,116 | 13.25% | Q4 2025 | Feb 12, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 69,055 | 740 | 0.15% | 0.07% | 238 | +29,520 | 74.67% | Q4 2025 | Mar 03, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 68,607 | 735 | 0.26% | 0.24% | 239 | -2,565 | -3.6% | Q4 2025 | Jan 30, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 67,432 | 722 | 0.22% | 0.19% | 240 | +3,896 | 6.13% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 67,009 | 718 | 0.0% | — | 241 | +67,009 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,334 | 711 | 0.0% | 0.0% | 242 | -43,829 | -39.79% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 65,335 | 700 | 0.01% | 0.01% | 243 | -1,135 | -1.71% | Q4 2025 | Feb 09, 2026 |
| Bridgefront Capital, LLC | History | New | 65,232 | 699 | 0.18% | — | 244 | +65,232 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 64,781 | 694 | 0.01% | 0.01% | 245 | +14,725 | 29.42% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 64,299 | 689 | 0.2% | 0.19% | 246 | -750 | -1.15% | Q4 2025 | Feb 09, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 60,331 | 686 | 0.26% | 0.15% | 247 | +20,880 | 52.93% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 63,496 | 680 | 0.01% | 0.01% | 248 | -808 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 63,105 | 676 | 0.07% | 0.06% | 249 | +2,309 | 3.8% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 62,970 | 675 | 0.0% | 0.0% | 250 | -5,788 | -8.42% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 60,298 | 646 | 0.0% | 0.0% | 251 | -122,000 | -66.92% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 60,288 | 646 | 0.0% | 0.0% | 252 | +2,784 | 4.84% | Q4 2025 | Feb 12, 2026 |
| VPR Management LLC | History | Reduced | 60,000 | 643 | 0.29% | 1.52% | 253 | -282,500 | -82.48% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 59,118 | 640 | 0.03% | 0.03% | 254 | -17 | -0.03% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 59,252 | 635 | 0.02% | 0.03% | 255 | +4,103 | 7.44% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | Reduced | 58,702 | 629 | 0.14% | 0.16% | 256 | -2,022 | -3.33% | Q4 2025 | Feb 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 58,385 | 625 | 0.01% | — | 257 | +58,385 | New | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | Added to | 57,700 | 618 | 0.0% | 0.0% | 258 | +34,900 | 153.07% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 57,002 | 611 | 0.0% | 0.0% | 259 | +24,101 | 73.25% | Q4 2025 | Feb 11, 2026 |
| Parisi Gray Wealth Management | History | Added to | 56,903 | 610 | 0.14% | 0.14% | 260 | +12 | 0.02% | Q4 2025 | Jan 07, 2026 |
| AMALGAMATED BANK | History | Added to | 56,667 | 607 | 0.0% | 0.0% | 261 | +4,517 | 8.66% | Q4 2025 | Feb 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 55,784 | 598 | 0.22% | 0.3% | 262 | -21,171 | -27.51% | Q4 2025 | Jan 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 55,846 | 598 | 0.01% | 0.0% | 263 | +16,637 | 42.43% | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 51,277 | 597 | 0.01% | 0.0% | 264 | +3,664 | 7.7% | Q4 2025 | Jan 21, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 55,013 | 589 | 0.52% | 0.67% | 265 | -15,566 | -22.05% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 54,932 | 588 | 0.0% | 0.0% | 266 | +4,117 | 8.1% | Q4 2025 | Feb 18, 2026 |
| Abel Hall, LLC | History | Added to | 54,828 | 587 | 0.14% | 0.12% | 267 | +23,830 | 76.88% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 54,200 | 581 | 0.14% | 0.14% | 268 | -1,560 | -2.8% | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 53,811 | 576 | 0.0% | 0.0% | 269 | +50,446 | 1499.14% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 53,385 | 572 | 0.01% | — | 270 | +53,385 | New | Q4 2025 | Jan 26, 2026 |
| Maryland State Retirement & Pension System | History | No change | 51,831 | 555 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KG&L Capital Management,LLC | History | Added to | 51,334 | 550 | 0.14% | 0.13% | 272 | +2,900 | 5.99% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 50,813 | 544 | 0.0% | 0.0% | 273 | -29,216 | -36.51% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 50,745 | 543 | 0.38% | 0.33% | 274 | +4,216 | 9.06% | Q4 2025 | Feb 10, 2026 |
| Cane Capital Partners, LLC | History | New | 50,134 | 537 | 0.21% | — | 275 | +50,134 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,615 | 531 | 0.01% | 0.01% | 276 | +4,554 | 10.11% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 48,033 | 515 | 0.02% | 0.03% | 277 | -22,206 | -31.61% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 48,031 | 514 | 0.02% | 0.01% | 278 | +33,260 | 225.17% | Q4 2025 | Jan 28, 2026 |
| Significant Wealth Partners LLC | History | New | 47,737 | 511 | 0.57% | — | 279 | +47,737 | New | Q4 2025 | Jan 07, 2026 |
| Swiss Life Asset Management Ltd | History | New | 47,609 | 510 | 0.0% | — | 280 | +47,609 | New | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 47,034 | 504 | 0.01% | 0.01% | 281 | +14,319 | 43.77% | Q4 2025 | Feb 11, 2026 |
| Ruffer LLP | History | New | 46,517 | 499 | 0.02% | — | 282 | +46,517 | New | Q4 2025 | Jan 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 45,946 | 492 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Added to | 45,158 | 484 | 0.02% | 0.02% | 284 | +260 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 44,342 | 475 | 0.01% | 0.0% | 285 | +2,063 | 4.88% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 44,227 | 474 | 0.01% | 0.0% | 286 | +27,902 | 170.92% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | No change | 41,700 | 447 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Added to | 37,791 | 445 | 0.02% | 0.01% | 288 | +90 | 0.24% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 41,390 | 443 | 0.01% | 0.01% | 289 | -130 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Castleview Partners, LLC | History | Added to | 40,164 | 430 | 0.21% | 0.18% | 291 | +5,954 | 17.4% | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 40,191 | 430 | 0.01% | 0.01% | 290 | -511 | -1.26% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 39,906 | 427 | 0.0% | 0.0% | 292 | +15,562 | 63.93% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 39,717 | 425 | 0.01% | 0.01% | 293 | +8,962 | 29.14% | Q4 2025 | Feb 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 38,813 | 416 | 0.01% | 0.0% | 294 | +8,089 | 26.33% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 38,367 | 411 | 0.0% | 0.0% | 295 | +10,155 | 36.0% | Q4 2025 | Feb 13, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 38,148 | 408 | 0.08% | 0.08% | 296 | -864 | -2.21% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 37,608 | 403 | 0.01% | 0.0% | 297 | -86 | -0.23% | Q4 2025 | Feb 02, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 37,160 | 398 | 0.27% | 0.25% | 298 | +391 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 36,790 | 394 | 0.08% | 0.08% | 299 | +577 | 1.59% | Q4 2025 | Jan 16, 2026 |
| North Dakota State Investment Board | History | New | 36,721 | 393 | 0.01% | — | 300 | +36,721 | New | Q4 2025 | Feb 05, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 36,409 | 390 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 36,200 | 388 | 0.26% | 0.4% | 302 | -20,000 | -35.59% | Q4 2025 | Jan 07, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 36,000 | 385 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 35,113 | 376 | 0.01% | 0.0% | 304 | +20,184 | 135.2% | Q4 2025 | Feb 06, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 34,691 | 372 | 0.22% | 0.16% | 306 | +7,164 | 26.03% | Q4 2025 | Feb 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 34,748 | 372 | 0.06% | 0.05% | 305 | +6,074 | 21.18% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 34,325 | 367 | 0.0% | 0.01% | 307 | -99,314 | -74.32% | Q4 2025 | Jan 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 33,881 | 363 | 0.03% | 0.03% | 308 | -615 | -1.78% | Q4 2025 | Jan 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 33,718 | 361 | 0.01% | 0.01% | 310 | +126 | 0.38% | Q4 2025 | Feb 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 33,700 | 361 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vident Advisory, LLC | History | Added to | 33,283 | 356 | 0.0% | 0.0% | 311 | +3,754 | 12.71% | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Added to | 33,109 | 355 | 0.0% | 0.0% | 312 | +17,312 | 109.59% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,151 | 355 | 0.0% | 0.0% | 314 | -1,626 | -4.68% | Q4 2025 | Jan 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 32,768 | 355 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 32,598 | 349 | 0.0% | 0.0% | 315 | +10,779 | 49.4% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 32,642 | 349 | 0.01% | 0.01% | 316 | -4,885 | -13.02% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 32,538 | 348 | 0.02% | 0.02% | 317 | -138 | -0.42% | Q4 2025 | Feb 20, 2026 |
| Curi Capital, LLC | History | Added to | 31,823 | 339 | 0.01% | 0.01% | 318 | +805 | 2.6% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 31,521 | 337 | 0.01% | 0.02% | 320 | -6,036 | -16.07% | Q4 2025 | Feb 04, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 31,525 | 337 | 0.02% | 0.01% | 319 | +702 | 2.28% | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | No change | 31,315 | 336 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,307 | 335 | 0.0% | 0.0% | 322 | +1,433 | 4.8% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 31,057 | 332 | 0.0% | 0.0% | 323 | -5,709 | -15.53% | Q4 2025 | Mar 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 30,960 | 331 | 0.01% | 0.0% | 324 | +7,935 | 34.46% | Q4 2025 | Jan 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 30,751 | 329 | 0.0% | 0.0% | 325 | +1,758 | 6.06% | Q4 2025 | Jan 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 30,633 | 328 | 0.14% | — | 326 | +30,633 | New | Q4 2025 | Mar 10, 2026 |
| Beach Point Capital Management LP | History | Added to | 5,279,700 | 326 | 0.13% | 0.2% | 327 | +1,717,800 | 48.23% | Q4 2025 | Feb 10, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 30,500 | 326 | 0.47% | 0.23% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 30,356 | 325 | 0.01% | 0.0% | 329 | +4,846 | 19.0% | Q4 2025 | Jan 15, 2026 |
| NWAM LLC | History | Reduced | 27,561 | 324 | 0.02% | 0.02% | 330 | -242 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 30,182 | 323 | 0.03% | 0.02% | 331 | +3,511 | 13.16% | Q4 2025 | Jan 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 29,955 | 321 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 29,791 | 319 | 0.0% | 0.0% | 333 | -746 | -2.44% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 29,526 | 316 | 0.01% | 0.01% | 334 | +973 | 3.41% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 29,419 | 315 | 0.0% | 0.0% | 335 | -9,210 | -23.84% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 29,391 | 315 | 0.01% | 0.01% | 336 | +174 | 0.6% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 29,108 | 312 | 0.0% | 0.0% | 337 | -7,840 | -21.22% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 29,013 | 311 | 0.02% | 0.02% | 338 | +1,730 | 6.34% | Q4 2025 | Jan 08, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 28,780 | 308 | 0.01% | 0.01% | 339 | +15,441 | 115.76% | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 28,720 | 307 | 0.17% | 0.16% | 340 | -39 | -0.14% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,203 | 302 | 0.0% | 0.0% | 341 | +9,008 | 46.93% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | No change | 26,740 | 286 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HORAN Wealth, LLC | History | Added to | 26,565 | 284 | 0.04% | 0.04% | 344 | +1,874 | 7.59% | Q4 2025 | Feb 04, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 26,229 | 284 | 0.0% | 0.0% | 343 | +1,590 | 6.45% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 26,386 | 282 | 0.02% | 0.01% | 345 | +8,275 | 45.69% | Q4 2025 | Feb 06, 2026 |
| CFO4Life Group, LLC | History | No change | 26,129 | 280 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 25,655 | 275 | 0.0% | 0.0% | 347 | +786 | 3.16% | Q4 2025 | Feb 02, 2026 |
| J.M. Arbour, LLC | History | New | 25,493 | 273 | 0.27% | — | 348 | +25,493 | New | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | No change | 25,000 | 271 | 0.09% | 0.08% | 349 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 25,105 | 269 | 0.09% | 0.08% | 350 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 24,875 | 266 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 24,717 | 264 | 0.0% | 0.01% | 352 | -269,783 | -91.61% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 24,676 | 264 | 0.01% | — | 353 | +24,676 | New | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 24,125 | 258 | 0.04% | 0.08% | 354 | -29,654 | -55.14% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24,004 | 257 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Reduced | 23,946 | 256 | 0.01% | 0.02% | 356 | -6,605 | -21.62% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Asset Management, LLC | History | New | 23,639 | 253 | 0.03% | — | 357 | +23,639 | New | Q4 2025 | Feb 10, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 23,075 | 247 | 0.0% | 0.0% | 358 | +264 | 1.16% | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | No change | 23,091 | 247 | 0.05% | 0.04% | 359 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 9,792 | 240 | 0.06% | — | 360 | +9,792 | New | Q4 2025 | Jan 20, 2026 |
| DAVIDSON TRUST CO | History | New | 22,356 | 239 | 0.1% | — | 361 | +22,356 | New | Q4 2025 | Jan 27, 2026 |
| Ellevest, Inc. | History | New | 22,131 | 237 | 0.03% | — | 362 | +22,131 | New | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,680 | 232 | 0.0% | 0.0% | 363 | +220 | 1.03% | Q4 2025 | Feb 03, 2026 |
| Longboard Asset Management, LP | History | No change | 21,708 | 232 | 1.48% | 0.34% | 364 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,629 | 231 | 0.0% | 0.0% | 365 | +4,947 | 29.65% | Q4 2025 | Feb 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 21,288 | 230 | 0.08% | 0.06% | 367 | +5,078 | 31.33% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, INC/SD | History | No change | 21,521 | 230 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 21,300 | 228 | 0.0% | 0.0% | 368 | +6,285 | 41.86% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 21,230 | 227 | 0.0% | 0.0% | 369 | -348 | -1.61% | Q4 2025 | Feb 05, 2026 |
| Frisch Financial Group, Inc. | History | New | 20,932 | 226 | 0.05% | — | 371 | +20,932 | New | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 21,168 | 226 | 0.03% | 0.02% | 370 | +265 | 1.27% | Q4 2025 | Jan 09, 2026 |
| M Holdings Securities, Inc. | History | New | 20,971 | 225 | 0.02% | — | 372 | +20,971 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,807 | 223 | 0.01% | 0.01% | 374 | -1,737 | -7.7% | Q4 2025 | Feb 06, 2026 |
| Paragon Capital Management Ltd | History | Added to | 20,880 | 223 | 0.04% | 0.04% | 373 | +715 | 3.55% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 20,594 | 220 | 0.0% | 0.01% | 375 | -14,581 | -41.45% | Q4 2025 | Feb 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 20,608 | 220 | 0.03% | 0.03% | 376 | +764 | 3.85% | Q4 2025 | Jan 21, 2026 |
| JBR Co Financial Management Inc | History | Added to | 20,502 | 219 | 0.09% | 0.06% | 378 | +5,250 | 34.42% | Q4 2025 | Jan 06, 2026 |
| Register Financial Advisors LLC | History | No change | 20,500 | 219 | 0.09% | 0.08% | 377 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 20,379 | 218 | 0.0% | 0.0% | 380 | -7,936 | -28.03% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 20,355 | 218 | 0.0% | 0.0% | 379 | +3,193 | 18.61% | Q4 2025 | Jan 26, 2026 |
| BLB&B Advisors, LLC | History | Added to | 20,305 | 217 | 0.01% | 0.01% | 381 | +5,500 | 37.15% | Q4 2025 | Jan 26, 2026 |
| Redwood Investment Management, LLC | History | New | 20,189 | 216 | 0.02% | — | 384 | +20,189 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,218 | 216 | 0.01% | 0.01% | 383 | -2,389 | -10.57% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,189 | 216 | 0.0% | 0.0% | 382 | +1,666 | 8.99% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 20,164 | 216 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | Reduced | 20,104 | 215 | 0.56% | 0.26% | 386 | -37,782 | -65.27% | Q4 2025 | Feb 17, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 20,036 | 214 | 0.45% | — | 387 | +20,036 | New | Q4 2025 | Jan 30, 2026 |
| SIG BROKERAGE, LP | History | No change | 20,000 | 214 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | No change | 20,000 | 214 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Weaver Consulting Group | History | Added to | 19,837 | 212 | 0.05% | 0.05% | 390 | +157 | 0.8% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 19,746 | 211 | 0.0% | 0.0% | 391 | -2,598 | -11.63% | Q4 2025 | Feb 02, 2026 |
| VestGen Investment Management | History | New | 19,624 | 210 | 0.12% | — | 392 | +19,624 | New | Q4 2025 | Feb 18, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,663 | 210 | 0.01% | 0.01% | 393 | +5,434 | 38.19% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 19,340 | 209 | 0.0% | 0.0% | 394 | -1,444 | -6.95% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | New | 19,464 | 208 | 0.0% | — | 396 | +19,464 | New | Q4 2025 | Mar 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,423 | 208 | 0.0% | 0.0% | 395 | +4,390 | 29.2% | Q4 2025 | Feb 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 19,475 | 208 | 0.02% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,343 | 207 | 0.0% | 0.0% | 398 | +11,706 | 153.28% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 19,200 | 205 | 0.05% | 0.06% | 399 | -2,000 | -9.43% | Q4 2025 | Feb 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 19,022 | 203 | 0.01% | 0.01% | 401 | +1,615 | 9.28% | Q4 2025 | Feb 02, 2026 |
| Winch Advisory Services, LLC | History | Added to | 18,988 | 203 | 0.04% | 0.04% | 400 | +646 | 3.52% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 18,866 | 202 | 0.0% | 0.0% | 402 | +81 | 0.43% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 18,786 | 201 | 0.1% | 0.07% | 403 | +5,986 | 46.77% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | Added to | 18,621 | 200 | 0.11% | 0.09% | 404 | +1,049 | 5.97% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 18,403 | 197 | 0.0% | — | 405 | +18,403 | New | Q4 2025 | Feb 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 18,434 | 197 | 0.07% | 0.05% | 406 | +3,806 | 26.02% | Q4 2025 | Jan 28, 2026 |
| DnB Asset Management AS | History | No change | 18,342 | 196 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Group | History | Added to | 18,270 | 195 | 0.01% | 0.01% | 408 | +7,525 | 70.03% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 18,169 | 194 | 0.0% | 0.0% | 409 | -19 | -0.1% | Q4 2025 | Feb 09, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 18,066 | 193 | 0.06% | 0.06% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 18,090 | 193 | 0.07% | 0.07% | 411 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SMART Wealth LLC | History | New | 17,962 | 192 | 0.06% | — | 412 | +17,962 | New | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 17,749 | 190 | 0.0% | 0.0% | 413 | -104,154 | -85.44% | Q4 2025 | Feb 17, 2026 |
| Bayesian Capital Management, LP | History | New | 17,800 | 190 | 0.44% | — | 414 | +17,800 | New | Q4 2025 | Feb 17, 2026 |
| Solstein Capital, LLC | History | Reduced | 17,493 | 187 | 0.07% | 0.04% | 416 | -1,023 | -5.52% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,531 | 187 | 0.0% | 0.0% | 415 | +187 | 1.08% | Q4 2025 | Feb 12, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 17,000 | 182 | 0.15% | 0.14% | 418 | -1,000 | -5.56% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 16,997 | 182 | 0.0% | 0.0% | 417 | +829 | 5.13% | Q4 2025 | Feb 12, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 17,000 | 182 | 0.08% | 0.12% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,823 | 180 | 0.0% | 0.0% | 421 | -2,900 | -14.7% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 16,865 | 180 | 0.0% | 0.0% | 420 | -882 | -4.97% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 16,663 | 179 | 0.0% | 0.0% | 422 | +5,155 | 44.79% | Q4 2025 | Feb 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 16,676 | 178 | 0.1% | 0.09% | 423 | +569 | 3.53% | Q4 2025 | Feb 12, 2026 |
| Value Investment Professionals, LLC | History | New | 16,541 | 177 | 0.19% | — | 424 | +16,541 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,469 | 176 | 0.02% | 0.02% | 425 | -1,200 | -6.79% | Q4 2025 | Jan 26, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 16,335 | 175 | 0.07% | 0.07% | 426 | +338 | 2.11% | Q4 2025 | Jan 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 16,146 | 173 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 16,101 | 172 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 16,002 | 171 | 0.04% | 0.04% | 429 | +113 | 0.71% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 15,712 | 168 | 0.0% | 0.0% | 430 | -265 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,435 | 165 | 0.05% | 0.04% | 431 | +1,844 | 13.57% | Q4 2025 | Feb 10, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 15,215 | 163 | 0.01% | 0.01% | 432 | -1,808 | -10.62% | Q4 2025 | Jan 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 14,348 | 163 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,138 | 162 | 0.0% | 0.0% | 434 | +1,749 | 13.06% | Q4 2025 | Jan 23, 2026 |
| CTC Alternative Strategies, Ltd. | History | New | 15,000 | 160 | 0.3% | — | 435 | +15,000 | New | Q4 2025 | Feb 18, 2026 |
| ROGCO, LP | History | No change | 15,000 | 160 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,766 | 158 | 0.01% | 0.01% | 437 | -2,293 | -13.44% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,743 | 158 | 0.0% | 0.0% | 438 | +534 | 3.76% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,197 | 152 | 0.0% | 0.0% | 439 | -900 | -5.96% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,113 | 151 | 0.0% | 0.0% | 440 | +2,205 | 18.52% | Q4 2025 | Jan 16, 2026 |
| Diligent Investors, LLC | History | Reduced | 14,132 | 151 | 0.04% | 0.04% | 441 | -1,445 | -9.28% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Added to | 14,060 | 150 | 0.0% | 0.0% | 442 | +3,756 | 36.45% | Q4 2025 | Feb 09, 2026 |
| Aegis Wealth Management, Inc. | History | New | 13,860 | 148 | 0.12% | — | 444 | +13,860 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 13,828 | 148 | 0.0% | — | 443 | +13,828 | New | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,804 | 147 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,697 | 146 | 0.01% | 0.01% | 446 | -107 | -0.78% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 12,785 | 145 | 0.02% | — | 447 | +12,700 | 14941.18% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 13,497 | 144 | 0.01% | 0.01% | 448 | +3,394 | 33.59% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 13,498 | 144 | 0.02% | 0.02% | 449 | -899 | -6.24% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 13,524 | 144 | 0.0% | 0.0% | 450 | -190 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,163 | 141 | 0.0% | 0.0% | 451 | +1,421 | 12.1% | Q4 2025 | Jan 16, 2026 |
| DANSKE BANK A/S | History | Added to | 13,100 | 140 | 0.0% | 0.0% | 452 | +1,900 | 16.96% | Q4 2025 | Feb 02, 2026 |
| Hilton Capital Management, LLC | History | No change | 13,000 | 139 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,754 | 138 | 0.0% | — | 454 | +12,754 | New | Q4 2025 | Feb 17, 2026 |
| BCO Wealth Management LLC | History | Reduced | 12,873 | 137 | 0.08% | 0.1% | 456 | -2,088 | -13.96% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,843 | 137 | 0.01% | 0.01% | 455 | -1,390 | -9.77% | Q4 2025 | Feb 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 12,721 | 136 | 0.07% | — | 457 | +12,721 | New | Q4 2025 | Jan 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 12,694 | 136 | 0.03% | 0.03% | 459 | +1,106 | 9.54% | Q4 2025 | Feb 17, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 12,751 | 136 | 0.06% | 0.04% | 458 | +437 | 3.55% | Q4 2025 | Jan 28, 2026 |
| Baron Wealth Management LLC | History | New | 12,602 | 135 | 0.04% | — | 460 | +12,602 | New | Q4 2025 | Jan 14, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 12,469 | 133 | 0.07% | 0.06% | 461 | +221 | 1.8% | Q4 2025 | Jan 21, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 12,425 | 133 | 0.09% | 0.08% | 462 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DGS Capital Management, LLC | History | New | 12,059 | 129 | 0.02% | — | 463 | +12,059 | New | Q4 2025 | Feb 24, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 12,026 | 128 | 0.02% | 0.02% | 465 | -459 | -3.68% | Q4 2025 | Feb 12, 2026 |
| BTC Capital Management, Inc. | History | No change | 12,000 | 128 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 11,877 | 127 | 0.02% | 0.56% | 466 | -280,393 | -95.94% | Q4 2025 | Feb 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 11,725 | 125 | 0.09% | 0.09% | 468 | +407 | 3.6% | Q4 2025 | Feb 05, 2026 |
| CWC Advisors, LLC. | History | No change | 11,750 | 125 | 0.06% | 0.06% | 467 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 11,615 | 124 | 0.01% | 0.02% | 469 | -18,475 | -61.4% | Q4 2025 | Jan 15, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 18,638 | 123 | 0.01% | — | 470 | +18,638 | New | Q4 2025 | Feb 05, 2026 |
| one8zero8, LLC | History | No change | 11,500 | 123 | 0.03% | 0.02% | 471 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,220 | 121 | 0.0% | 0.0% | 474 | +1,191 | 11.88% | Q4 2025 | Feb 17, 2026 |
| Avory & Company, LLC | History | Added to | 11,315 | 121 | 0.08% | 0.06% | 473 | +386 | 3.53% | Q4 2025 | Feb 24, 2026 |
| Liberty Capital Management, Inc. | History | No change | 11,300 | 121 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | No change | 11,142 | 119 | 0.04% | 0.03% | 475 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,088 | 118 | 0.0% | 0.0% | 476 | -160,784 | -93.55% | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | New | 11,069 | 118 | 0.02% | — | 478 | +11,069 | New | Q4 2025 | Jan 16, 2026 |
| Inspire Advisors, LLC | History | Added to | 11,041 | 118 | 0.01% | 0.01% | 477 | +76 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 10,992 | 117 | 0.01% | — | 482 | +10,992 | New | Q4 2025 | Jan 07, 2026 |
| Clarkston Capital Partners, LLC | History | New | 10,975 | 117 | 0.0% | — | 480 | +10,975 | New | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | New | 10,968 | 117 | 0.01% | — | 483 | +10,968 | New | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | New | 10,963 | 117 | 0.04% | — | 481 | +10,963 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,939 | 117 | 0.0% | — | 479 | +10,939 | New | Q4 2025 | Feb 18, 2026 |
| Permanent Capital Management, LP | History | No change | 10,800 | 117 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Covestor Ltd | History | Reduced | 10,782 | 116 | 0.06% | 0.07% | 485 | -1,663 | -13.36% | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | New | 10,767 | 115 | 0.02% | — | 487 | +10,767 | New | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,730 | 115 | 0.01% | 0.0% | 486 | +19 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | New | 10,661 | 114 | 0.0% | — | 488 | +10,661 | New | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | Added to | 10,594 | 113 | 0.02% | 0.01% | 491 | +5,388 | 103.5% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 10,583 | 113 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 10,575 | 113 | 0.04% | 0.04% | 490 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lido Advisors, LLC | History | Added to | 11,152 | 112 | 0.0% | 0.0% | 492 | +1,046 | 10.35% | Q4 2025 | Feb 10, 2026 |
| Sage Capital Management, LLC | History | No change | 10,500 | 112 | 0.05% | 0.05% | 493 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 10,376 | 111 | 0.02% | 0.02% | 494 | -857 | -7.63% | Q4 2025 | Jan 27, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 10,357 | 111 | 0.02% | 0.02% | 495 | +354 | 3.54% | Q4 2025 | Jan 29, 2026 |
| Capital Square, LLC | History | New | 10,302 | 110 | 0.06% | — | 496 | +10,302 | New | Q4 2025 | Feb 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | New | 10,200 | 109 | 0.03% | — | 497 | +10,200 | New | Q4 2025 | Feb 13, 2026 |
| Essex LLC | History | No change | 10,200 | 109 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MN Wealth Advisors, LLC | History | New | 10,108 | 108 | 0.05% | — | 501 | +10,108 | New | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | New | 10,097 | 108 | 0.0% | — | 499 | +10,097 | New | Q4 2025 | Feb 18, 2026 |
| Optivise Advisory Services LLC | History | Added to | 10,161 | 108 | 0.06% | 0.06% | 502 | +20 | 0.2% | Q4 2025 | Jan 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,085 | 108 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Empower Advisory Group, LLC | History | New | 10,008 | 107 | 0.0% | — | 505 | +10,008 | New | Q4 2025 | Feb 12, 2026 |
| SLT Holdings LLC | History | Reduced | 10,000 | 107 | 0.07% | 0.13% | 506 | -10,000 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 9,992 | 107 | 0.0% | — | 507 | +9,992 | New | Q4 2025 | Feb 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 10,000 | 107 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 10,000 | 107 | 0.05% | 0.05% | 504 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,965 | 96 | 0.0% | 0.0% | 508 | +4,813 | 115.92% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,955 | 96 | 0.0% | 0.0% | 509 | +299 | 3.45% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,340 | 89 | 0.0% | 0.0% | 510 | -698 | -7.72% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | Added to | 8,280 | 88 | 0.0% | 0.0% | 511 | +3,038 | 57.95% | Q4 2025 | Jan 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,118 | 87 | 0.01% | 0.0% | 512 | +2,679 | 49.26% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 8,000 | 86 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 8,100 | 86 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 7,300 | 78 | 0.06% | 0.05% | 515 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 7,202 | 77 | 0.05% | 0.05% | 516 | +646 | 9.85% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | Added to | 6,990 | 74 | 0.03% | 0.02% | 517 | +3,610 | 106.8% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 6,799 | 72 | 0.0% | — | 518 | +6,799 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,416 | 69 | 0.0% | 0.0% | 519 | +3,942 | 159.34% | Q4 2025 | Feb 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 2,645 | 64 | 0.05% | 0.05% | 521 | +205 | 8.4% | Q4 2025 | Jan 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,000 | 64 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 5,724 | 61 | 0.02% | 0.02% | 522 | +348 | 6.47% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 5,506 | 59 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 5,496 | 58 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 5,250 | 56 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 5,000 | 53 | 0.02% | — | 529 | +5,000 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 5,028 | 53 | 0.0% | 0.0% | 526 | +4,842 | 2603.23% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,000 | 53 | 0.0% | 0.0% | 527 | +2,500 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 5,000 | 53 | 0.03% | 0.03% | 528 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5,000 | 53 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,715 | 50 | 0.0% | 0.0% | 531 | -134,830 | -96.62% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 4,671 | 50 | 0.03% | 0.03% | 532 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,645 | 49 | 0.01% | — | 533 | +4,645 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,218 | 45 | 0.01% | — | 534 | +4,218 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,335 | 43 | 0.0% | — | 535 | +4,335 | New | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,000 | 42 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 3,744 | 40 | 0.0% | 0.0% | 537 | -7,170 | -65.7% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,753 | 40 | 0.0% | 0.0% | 538 | +51 | 1.38% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | Added to | 3,720 | 39 | 0.01% | 0.0% | 539 | +3,432 | 1191.67% | Q4 2025 | Jan 30, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,267 | 35 | 0.0% | — | 540 | +3,267 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,251 | 34 | 0.0% | 0.0% | 541 | +1,708 | 110.69% | Q4 2025 | Jan 07, 2026 |
| Spire Wealth Management | History | Reduced | 3,172 | 34 | 0.0% | 0.0% | 542 | -100 | -3.06% | Q4 2025 | Jan 14, 2026 |
| ORG Wealth Partners, LLC | History | No change | 3,127 | 33 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,073 | 32 | 0.0% | — | 544 | +3,073 | New | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,762 | 32 | 0.0% | 0.0% | 545 | +1,048 | 61.14% | Q4 2025 | Jan 21, 2026 |
| TCTC Holdings, LLC | History | No change | 2,712 | 29 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | New | 2,451 | 26 | 0.0% | — | 548 | +2,451 | New | Q4 2025 | Jan 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,392 | 26 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SWAN Capital LLC | History | No change | 2,500 | 26 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transce3nd, LLC | History | Reduced | 2,108 | 25 | 0.2% | 0.18% | 551 | -53 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,355 | 25 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,200 | 23 | 0.01% | — | 552 | +2,200 | New | Q4 2025 | Feb 18, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,100 | 22 | 0.01% | — | 554 | +2,100 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 2,090 | 22 | 0.0% | 0.0% | 553 | +1,051 | 101.15% | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | Added to | 2,017 | 21 | 0.0% | 0.0% | 555 | +34 | 1.71% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | New | 1,928 | 20 | 0.0% | — | 556 | +1,928 | New | Q4 2025 | Feb 17, 2026 |
| Graney & King, LLC | History | Added to | 1,862 | 19 | 0.01% | 0.0% | 557 | +1,076 | 136.9% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,758 | 18 | 0.0% | 0.0% | 558 | -1,032 | -36.99% | Q4 2025 | Feb 10, 2026 |
| Financial Connections Group, Inc. | History | Added to | 1,764 | 18 | 0.01% | 0.01% | 560 | +61 | 3.58% | Q4 2025 | Jan 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,730 | 18 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 1,500 | 16 | 0.0% | — | 561 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,500 | 16 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,405 | 15 | 0.01% | — | 563 | +1,405 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,245 | 14 | 0.02% | 0.02% | 566 | +27 | 2.22% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,329 | 14 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,320 | 14 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 1,254 | 13 | 0.0% | — | 567 | +1,254 | New | Q4 2025 | Feb 11, 2026 |
| Cedar Wealth Management, LLC | History | New | 1,220 | 13 | 0.0% | — | 568 | +1,220 | New | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,226 | 13 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,144 | 12 | 0.0% | 0.02% | 575 | -5,333 | -82.34% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,198 | 12 | 0.0% | 0.0% | 570 | +179 | 17.57% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,195 | 12 | 0.0% | 0.0% | 571 | +41 | 3.55% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | No change | 1,205 | 12 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,155 | 12 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,200 | 12 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | Reduced | 1,109 | 11 | 0.01% | 0.01% | 576 | -11 | -0.98% | Q4 2025 | Feb 18, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,106 | 11 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 976 | 10 | 0.01% | — | 579 | +976 | New | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 1,000 | 10 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 915 | 9 | 0.0% | — | 580 | +855 | 1425.0% | Q4 2025 | Feb 10, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 761 | 8 | 0.0% | 0.0% | 583 | +613 | 414.19% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 792 | 8 | 0.0% | 0.0% | 582 | +283 | 55.6% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 775 | 8 | 0.0% | 0.0% | 584 | +103 | 15.33% | Q4 2025 | Feb 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 800 | 8 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 672 | 7 | 0.0% | 0.0% | 585 | +159 | 30.99% | Q4 2025 | Jan 08, 2026 |
| Avion Wealth | History | Added to | 706 | 7 | 0.0% | 0.0% | 586 | +22 | 3.22% | Q4 2025 | Jan 23, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 629 | 6 | 0.0% | 0.0% | 587 | -500 | -44.29% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 496 | 5 | 0.0% | 0.01% | 593 | -4,619 | -90.3% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 500 | 5 | 0.0% | 0.0% | 590 | -2,455 | -83.08% | Q4 2025 | Feb 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 512 | 5 | 0.0% | — | 594 | +512 | New | Q4 2025 | Feb 06, 2026 |
| High Point Wealth Management, LLC | History | New | 500 | 5 | 0.0% | — | 595 | +500 | New | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 546 | 5 | 0.0% | 0.0% | 592 | +1 | 0.18% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 469 | 5 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GODSEY & GIBB, INC | History | No change | 540 | 5 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Camelot Portfolios, LLC | History | New | 464 | 4 | 0.0% | — | 596 | +464 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 378 | 4 | 0.0% | 0.0% | 597 | +255 | 207.32% | Q4 2025 | Mar 03, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 936 | 3 | 0.0% | 0.28% | 602 | -41,590 | -97.8% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 325 | 3 | 0.0% | — | 600 | +325 | New | Q4 2025 | Feb 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 300 | 3 | 0.0% | 0.0% | 599 | -250 | -45.45% | Q4 2025 | Jan 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 250 | 3 | 0.0% | 0.0% | 598 | +100 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | No change | 331 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | New | 271 | 2 | 0.0% | — | 604 | +271 | New | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Management LLC | History | New | 231 | 2 | 0.0% | — | 613 | +231 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 221 | 2 | 0.0% | — | 608 | +204 | 1200.0% | Q4 2025 | Jan 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 193 | 2 | 0.0% | — | 614 | +193 | New | Q4 2025 | Feb 19, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 225 | 2 | 0.0% | 0.0% | 612 | +94 | 71.76% | Q4 2025 | Jan 07, 2026 |
| TSFG, LLC | History | Added to | 220 | 2 | 0.0% | 0.0% | 607 | +7 | 3.29% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | No change | 210 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 241 | 2 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 224 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 229 | 2 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sachetta, LLC | History | No change | 233 | 2 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 115 | 1 | 0.0% | 0.0% | 615 | -6,419 | -98.24% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 166 | 1 | 0.0% | 0.0% | 616 | -2,489 | -93.75% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 143 | 1 | 0.0% | 0.01% | 620 | -214 | -59.94% | Q4 2025 | Feb 02, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 148 | 1 | 0.0% | — | 623 | +148 | New | Q4 2025 | Jan 30, 2026 |
| Key Capital Management, INC | History | New | 109 | 1 | 0.0% | — | 628 | +109 | New | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 102 | 1 | 0.0% | — | 627 | +102 | New | Q4 2025 | Feb 09, 2026 |
| American Capital Advisory, LLC | History | Added to | 118 | 1 | 0.0% | 0.0% | 624 | +12 | 11.32% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 123 | 1 | 0.0% | 0.0% | 625 | -4 | -3.15% | Q4 2025 | Jan 29, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 124 | 1 | 0.0% | 0.0% | 626 | +4 | 3.33% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 176 | 1 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 145 | 1 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cromwell Holdings LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 142 | 1 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.18% | — | -1,458,097 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -813,056 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -331,311 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -260,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOGGIN MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.38% | — | -250,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -248,301 | -100.0% | Q3 2025 | Dec 18, 2025 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Closed out | 0 | 0 | — | 0.04% | — | -195,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -158,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -151,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PMC FIG Opportunities LLC | History | Closed out | 0 | 0 | — | 1.88% | — | -127,272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -101,936 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -100,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.15% | — | -61,194 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -54,541 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -46,382 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,238 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -29,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -27,409 | -100.0% | Q3 2025 | Feb 02, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,900 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Warren Street Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -22,963 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -20,277 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,177 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,396 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -17,097 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,252 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Orange Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -15,702 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Landing Point Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -15,338 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,950 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -14,279 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,326 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,071 | -100.0% | Q3 2025 | Oct 29, 2025 |
| St. Louis Financial Planners Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,132 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Curran Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,835 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,794 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -3,457 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,154 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,020 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,257 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Deseret Mutual Benefit Administrators | History | Closed out | 0 | 0 | — | 0.0% | — | -523 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Decker Retirement Planning Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -306 | -98.39% | Q4 2025 | Jan 26, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Acumen Wealth Advisors, LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q4 2025 | Feb 13, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Reduced | 89 | 0 | — | 0.0% | — | -72 | -44.72% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 60 | 0 | — | 0.0% | — | -60 | -50.0% | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Mar 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q4 2025 | Feb 18, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 60 | 0 | — | — | — | +47 | 361.54% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Jan 30, 2026 |
| Stone House Investment Management, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 29, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quaker Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 21 | 0 | — | — | — | +6 | 40.0% | Q4 2025 | Feb 23, 2026 |
| Root Financial Partners, LLC | History | Reduced | 67 | 0 | — | — | — | -4 | -5.63% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 31 | 0 | — | — | — | +1 | 3.33% | Q4 2025 | Feb 03, 2026 |
| Center for Financial Planning, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |