ASSURED GUARANTY LTD - AGO
Detailed investor-level table based on 13F positions.
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 | Reduced | 6,153,030 | 552,972 | 0.01% | 0.01% | 1 | -178,301 | -2.82% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,562,344 | 499,887 | 0.01% | 0.01% | 2 | +32,332 | 0.58% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,153,683 | 283,424 | 0.06% | 0.06% | 3 | -221,217 | -6.55% | Q4 2025 | Feb 12, 2026 |
| River Road Asset Management, LLC | History | Added to | 1,885,863 | 169,482 | 1.86% | 1.75% | 4 | +42,311 | 2.3% | Q4 2025 | Feb 24, 2026 |
| STATE STREET CORP | History | Reduced | 1,596,636 | 143,489 | 0.0% | 0.0% | 5 | -81,664 | -4.87% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,464,219 | 131,589 | 0.1% | 0.08% | 6 | +131,195 | 9.84% | Q4 2025 | Feb 13, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 1,262,698 | 113,479 | 3.4% | 3.11% | 7 | +132,351 | 11.71% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,212,155 | 108,936 | 0.05% | 0.05% | 8 | +67,101 | 5.86% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 983,385 | 88,376 | 0.9% | 0.87% | 9 | -52,442 | -5.06% | Q4 2025 | Feb 09, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 881,903 | 79,256 | 0.27% | 0.29% | 10 | -114,509 | -11.49% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 805,949 | 72,430 | 0.04% | 0.04% | 11 | -19,564 | -2.37% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 764,103 | 68,684 | 0.0% | 0.0% | 12 | -16,572 | -2.12% | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | Reduced | 766,651 | 68,329 | 0.07% | 0.07% | 13 | -24,530 | -3.1% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 613,782 | 55,160 | 0.01% | 0.04% | 14 | -1,822,450 | -74.81% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 594,934 | 53,466 | 0.0% | 0.0% | 15 | -57,034 | -8.75% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 573,478 | 51,538 | 0.01% | — | 16 | +573,478 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 526,134 | 47,283 | 0.02% | 0.03% | 17 | -14,666 | -2.71% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 499,511 | 45,066 | 0.01% | 0.01% | 18 | -12,439 | -2.43% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 447,045 | 40,175 | 0.01% | 0.01% | 19 | -35,104 | -7.28% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 436,749 | 39,250 | 0.05% | 0.05% | 20 | -51,532 | -10.55% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 428,826 | 38,538 | 0.0% | 0.0% | 21 | +18,739 | 4.57% | Q4 2025 | Mar 25, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 405,001 | 36,397 | 0.04% | 0.03% | 22 | +16,933 | 4.36% | Q4 2025 | Feb 17, 2026 |
| Long Focus Capital Management, LLC | History | Added to | 380,000 | 34,150 | 0.9% | 0.9% | 23 | +60,000 | 18.75% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 375,675 | 33,761 | 0.07% | 0.06% | 24 | +100,626 | 36.58% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 323,131 | 29,039 | 0.01% | 0.01% | 25 | -18,071 | -5.3% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 320,399 | 28,794 | 0.04% | 0.02% | 26 | +165,184 | 106.42% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 318,957 | 28,664 | 1.33% | 1.25% | 27 | +18,000 | 5.98% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 316,252 | 28,421 | 0.0% | 0.0% | 28 | -5,266 | -1.64% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 308,476 | 27,722 | 0.0% | 0.01% | 29 | -38,910 | -11.2% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 296,746 | 26,668 | 2.15% | 2.06% | 30 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 272,483 | 24,488 | 0.01% | 0.01% | 31 | -47,075 | -14.73% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 269,821 | 24,248 | 0.0% | 0.0% | 32 | +9,831 | 3.78% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 258,394 | 23,221 | 0.01% | 0.01% | 33 | +87,697 | 51.38% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 231,176 | 20,775 | 0.08% | 0.07% | 34 | +45,207 | 24.31% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 194,128 | 17,446 | 0.0% | 0.0% | 35 | +2,604 | 1.36% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 185,125 | 16,637 | 0.0% | 0.0% | 36 | -84,086 | -31.23% | Q4 2025 | Jan 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 178,446 | 16,036 | 0.05% | 0.06% | 37 | -15,194 | -7.85% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 161,735 | 14,535 | 0.0% | 0.0% | 38 | +50,786 | 45.77% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 151,450 | 13,610 | 0.01% | 0.01% | 39 | -19,092 | -11.19% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 150,520 | 13,527 | 0.0% | 0.0% | 40 | +132,185 | 720.94% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 146,640 | 13,178 | 0.0% | 0.0% | 41 | -11,890 | -7.5% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 142,761 | 12,829 | 0.01% | 0.01% | 42 | -169,080 | -54.22% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 142,403 | 12,797 | 0.01% | 0.0% | 43 | +56,153 | 65.1% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 131,481 | 11,816 | 0.01% | 0.01% | 44 | -20,418 | -13.44% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 126,163 | 11,338 | 0.01% | 0.01% | 45 | -10,087 | -7.4% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 125,780 | 11,303 | 0.01% | 0.01% | 46 | -2,489 | -1.94% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 124,701 | 11,206 | 0.0% | 0.0% | 47 | +93,729 | 302.62% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 122,621 | 11,019 | 0.02% | 87.61% | 48 | -100,309 | -45.0% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 122,145 | 10,977 | 0.04% | 0.05% | 49 | -21,878 | -15.19% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 121,963 | 10,960 | 0.07% | — | 50 | +121,963 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 114,530 | 10,292 | 0.0% | 0.0% | 51 | +91,011 | 386.97% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 112,199 | 10,083 | 0.0% | 0.0% | 52 | -24,321 | -17.81% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 111,620 | 10,031 | 0.01% | 0.02% | 53 | -101,537 | -47.63% | Q4 2025 | Feb 11, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 111,100 | 9,984 | 0.06% | — | 54 | +111,100 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108,694 | 9,768 | 0.0% | 0.0% | 55 | -5,923 | -5.17% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 105,336 | 9,466 | 0.0% | 0.0% | 56 | +8,665 | 8.96% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,724 | 9,411 | 0.01% | 0.01% | 57 | -1,866 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 97,115 | 8,727 | 0.01% | 0.01% | 58 | -13,655 | -12.33% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 97,100 | 8,726 | 0.02% | 0.01% | 59 | +58,000 | 148.34% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 96,718 | 8,692 | 0.0% | 0.0% | 60 | +9,782 | 11.25% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 94,890 | 8,527 | 0.01% | 0.01% | 61 | +47,389 | 99.76% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 93,773 | 8,427 | 0.49% | 0.59% | 62 | -20,374 | -17.85% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Reduced | 89,200 | 8,016 | 0.0% | 0.0% | 63 | -1,200 | -1.33% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 82,882 | 7,448 | 0.0% | 0.0% | 64 | +20,974 | 33.88% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 81,687 | 7,341 | 0.0% | 0.0% | 65 | +37 | 0.05% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 80,285 | 7,215 | 0.02% | 0.02% | 66 | +30 | 0.04% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 79,986 | 7,188 | 0.01% | — | 67 | +79,986 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 75,428 | 6,778 | 0.0% | 0.0% | 68 | +1,060 | 1.43% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 74,702 | 6,713 | 0.0% | 0.0% | 69 | -11,156 | -12.99% | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 73,821 | 6,634 | 0.01% | — | 70 | +73,821 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 72,122 | 6,482 | 0.01% | — | 71 | +72,122 | New | Q4 2025 | Jan 09, 2026 |
| Trexquant Investment LP | History | New | 70,129 | 6,302 | 0.06% | — | 72 | +70,129 | New | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 68,843 | 6,186 | 0.08% | 0.07% | 73 | +8,086 | 13.31% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 66,455 | 5,972 | 0.0% | 0.0% | 74 | +34,745 | 109.57% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 65,110 | 5,851 | 0.01% | 0.0% | 75 | +47,110 | 261.72% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 64,127 | 5,763 | 0.02% | 0.02% | 76 | +8,051 | 14.36% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 63,432 | 5,700 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EULAV Asset Management | History | No change | 60,000 | 5,392 | 0.14% | 0.12% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 56,267 | 5,056 | 0.01% | 0.02% | 79 | -106,348 | -65.4% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Reduced | 54,854 | 4,929 | 0.0% | 0.0% | 80 | -2,677 | -4.65% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 50,993 | 4,606 | 0.0% | 0.0% | 81 | -26,594 | -34.28% | Q4 2025 | Mar 20, 2026 |
| De Lisle Partners LLP | History | No change | 49,721 | 4,467 | 0.57% | 0.52% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,347 | 4,434 | 0.0% | 0.0% | 83 | +1,790 | 3.76% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 48,048 | 4,318 | 0.01% | 0.01% | 84 | -9,975 | -17.19% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 45,464 | 4,085 | 0.09% | 0.04% | 85 | +24,026 | 112.07% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 42,755 | 3,842 | 0.0% | 0.0% | 86 | -3,289 | -7.14% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 42,321 | 3,803 | 0.0% | 0.0% | 87 | +8,065 | 23.54% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 39,997 | 3,594 | 0.0% | — | 88 | +39,997 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 39,154 | 3,518 | 0.01% | 0.01% | 89 | -939 | -2.34% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,677 | 3,476 | 0.0% | 0.0% | 90 | +1,200 | 3.2% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 35,271 | 3,169 | 0.08% | 0.02% | 91 | +30,062 | 577.12% | Q4 2025 | Feb 17, 2026 |
| VELA Investment Management, LLC | History | Added to | 35,109 | 3,155 | 0.74% | 0.71% | 92 | +827 | 2.41% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,971 | 3,141 | 0.0% | 0.0% | 93 | +836 | 2.45% | Q4 2025 | Jan 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 32,108 | 2,885 | 0.02% | — | 94 | +32,108 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,803 | 2,858 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 31,450 | 2,826 | 0.02% | 0.01% | 96 | +18,250 | 138.26% | Q4 2025 | Feb 04, 2026 |
| Verdence Capital Advisors LLC | History | No change | 28,982 | 2,604 | 0.15% | 0.14% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 28,058 | 2,522 | 0.2% | 0.18% | 98 | +655 | 2.39% | Q4 2025 | Jan 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 27,596 | 2,480 | 0.02% | 0.1% | 99 | -109,053 | -79.81% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 26,126 | 2,348 | 0.0% | 0.0% | 100 | +12,757 | 95.42% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 25,197 | 2,264 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,767 | 2,225 | 0.03% | 0.03% | 102 | +434 | 1.78% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 24,595 | 2,210 | 0.03% | 0.01% | 103 | +14,483 | 143.23% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 92,764 | 2,179 | 0.0% | 0.0% | 104 | +73,339 | 377.55% | Q4 2025 | Mar 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 24,245 | 2,178 | 0.01% | 0.01% | 105 | -2,051 | -7.8% | Q4 2025 | Jan 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,239 | 2,177 | 0.02% | 0.04% | 106 | -19,375 | -44.42% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 23,650 | 2,125 | 0.0% | 0.0% | 107 | +20,745 | 714.11% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 22,781 | 2,047 | 0.06% | — | 108 | +22,781 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 22,278 | 2,002 | 0.01% | — | 109 | +22,278 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 21,566 | 1,937 | 0.01% | 0.01% | 110 | +2,252 | 11.66% | Q4 2025 | Jan 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 21,200 | 1,905 | 0.01% | 0.01% | 111 | -1,900 | -8.23% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,865 | 1,874 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Added to | 19,857 | 1,784 | 0.25% | 0.09% | 113 | +12,613 | 174.12% | Q4 2025 | Jan 21, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,800 | 1,779 | 0.03% | 0.03% | 114 | -800 | -3.88% | Q4 2025 | Jan 16, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,607 | 1,672 | 0.01% | 0.01% | 115 | -1,985 | -9.64% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 18,000 | 1,617 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 17,900 | 1,608 | 0.01% | 0.01% | 117 | -2,901 | -13.95% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,781 | 1,598 | 0.0% | 0.0% | 118 | +423 | 2.44% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,553 | 1,577 | 0.0% | 0.0% | 119 | -100 | -0.57% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,647 | 1,496 | 0.0% | — | 120 | +16,647 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 16,237 | 1,459 | 0.0% | 0.0% | 121 | +1,410 | 9.51% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 16,093 | 1,446 | 0.0% | — | 122 | +16,093 | New | Q4 2025 | Jan 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 15,322 | 1,376 | 0.01% | — | 123 | +15,322 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,000 | 1,348 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,252 | 1,280 | 0.0% | 0.0% | 125 | -989 | -6.49% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 14,109 | 1,267 | 0.01% | 0.01% | 126 | -488 | -3.34% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 13,886 | 1,247 | 0.0% | — | 127 | +13,886 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,649 | 1,227 | 0.01% | 0.01% | 128 | -77 | -0.56% | Q4 2025 | Feb 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,439 | 1,207 | 0.13% | 0.12% | 129 | +6 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,013 | 1,169 | 0.0% | 0.0% | 130 | -477 | -3.54% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,762 | 1,146 | 0.0% | 0.0% | 131 | +321 | 2.58% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 12,552 | 1,128 | 0.01% | 0.01% | 132 | -1,249 | -9.05% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,404 | 1,115 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 12,274 | 1,103 | 0.03% | 0.03% | 134 | +35 | 0.29% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,249 | 1,100 | 0.0% | 0.0% | 135 | -20,589 | -62.7% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 11,986 | 1,077 | 0.02% | 0.02% | 136 | +560 | 4.9% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 11,616 | 1,044 | 0.0% | 0.0% | 137 | -1,360 | -10.48% | Q4 2025 | Jan 26, 2026 |
| Diametric Capital, LP | History | Added to | 11,507 | 1,034 | 0.28% | 0.33% | 138 | +1,017 | 9.69% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 11,392 | 1,023 | 0.0% | 0.0% | 139 | -3,107 | -21.43% | Q4 2025 | Jan 27, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,315 | 1,016 | 0.02% | 0.01% | 140 | +758 | 7.18% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,201 | 1,007 | 0.01% | 0.01% | 141 | -1,428 | -11.31% | Q4 2025 | Jan 29, 2026 |
| Chou Associates Management Inc. | History | No change | 10,990 | 987 | 0.49% | 0.45% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,714 | 984 | 0.01% | 0.01% | 143 | -2,131 | -15.39% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,725 | 963 | 0.0% | 0.0% | 144 | -668 | -5.86% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,530 | 946 | 0.0% | 0.0% | 145 | +1,178 | 12.6% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 10,415 | 935 | 0.0% | 0.0% | 146 | -8,837 | -45.9% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 10,266 | 928 | 0.0% | 0.0% | 147 | -17,524 | -63.06% | Q4 2025 | Feb 18, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,901 | 924 | 0.0% | 0.0% | 148 | -861 | -7.32% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,292 | 924 | 0.01% | 0.01% | 149 | -581 | -5.34% | Q4 2025 | Jan 29, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 10,101 | 907 | 0.13% | 0.14% | 150 | -442 | -4.19% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,890 | 888 | 0.01% | 0.01% | 151 | -200 | -1.98% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 9,641 | 866 | 0.01% | 0.01% | 152 | -468 | -4.63% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 9,542 | 857 | 0.01% | 0.01% | 153 | -282 | -2.87% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,361 | 841 | 0.0% | 0.0% | 154 | -141 | -1.48% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,299 | 835 | 0.0% | 0.0% | 155 | +238 | 2.63% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,163 | 823 | 0.0% | 0.0% | 156 | -63,276 | -87.35% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,109 | 818 | 0.0% | 0.0% | 157 | +4,860 | 114.38% | Q4 2025 | Feb 03, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 8,696 | 781 | 0.02% | 0.02% | 158 | -84 | -0.96% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,656 | 777 | 0.05% | — | 159 | +8,656 | New | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Reduced | 8,559 | 769 | 0.08% | 0.09% | 160 | -299 | -3.38% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | Reduced | 8,100 | 727 | 0.03% | 0.23% | 161 | -64,952 | -88.91% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,008 | 719 | 0.04% | 0.03% | 162 | +1,878 | 30.64% | Q4 2025 | Feb 11, 2026 |
| ARGA Investment Management, LP | History | No change | 7,938 | 713 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,919 | 711 | 0.0% | 0.0% | 164 | -528 | -6.25% | Q4 2025 | Jan 30, 2026 |
| Inscription Capital, LLC | History | Reduced | 7,553 | 678 | 0.07% | 0.07% | 165 | -26 | -0.34% | Q4 2025 | Jan 29, 2026 |
| Sagewood Asset Management LP | History | New | 7,338 | 659 | 0.23% | — | 166 | +7,338 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,223 | 649 | 0.0% | 0.0% | 167 | +557 | 8.36% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | New | 6,843 | 615 | 0.02% | — | 168 | +6,843 | New | Q4 2025 | Feb 23, 2026 |
| Magnetar Financial LLC | History | New | 6,719 | 603 | 0.01% | — | 169 | +6,719 | New | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 6,598 | 592 | 0.03% | 0.03% | 170 | +1,513 | 29.75% | Q4 2025 | Jan 21, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,400 | 575 | 0.0% | 0.02% | 171 | -45,925 | -87.77% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,383 | 573 | 0.01% | 0.01% | 172 | -567 | -8.16% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Reduced | 6,303 | 571 | 0.01% | 0.01% | 173 | -81 | -1.27% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,273 | 563 | 0.0% | 0.0% | 174 | +115 | 1.87% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,126 | 550 | 0.01% | 0.0% | 175 | +3,295 | 116.39% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,030 | 541 | 0.01% | 0.01% | 176 | +198 | 3.4% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,939 | 533 | 0.0% | 0.0% | 177 | +83 | 1.42% | Q4 2025 | Jan 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,800 | 521 | 0.0% | 0.0% | 178 | -5,000 | -46.3% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 5,623 | 505 | 0.0% | 0.0% | 179 | +476 | 9.25% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,533 | 497 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 5,269 | 473 | 0.0% | 0.0% | 181 | +1,990 | 60.69% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,262 | 473 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,111 | 459 | 0.0% | 0.0% | 183 | +184 | 3.73% | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,951 | 444 | 0.0% | 0.0% | 184 | -60 | -1.2% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,575 | 411 | 0.0% | 0.0% | 185 | +2,655 | 138.28% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 4,235 | 380 | 0.02% | 0.01% | 187 | +1,180 | 38.63% | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 4,233 | 380 | 0.13% | 0.12% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | New | 4,073 | 366 | 0.0% | — | 188 | +4,073 | New | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 4,307 | 365 | 0.05% | — | 189 | +4,307 | New | Q4 2025 | Feb 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,040 | 363 | 0.0% | 0.0% | 191 | +797 | 24.58% | Q4 2025 | Jan 28, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,050 | 363 | 0.02% | 0.02% | 190 | -65 | -1.58% | Q4 2025 | Jan 07, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,041 | 363 | 0.14% | 0.13% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 3,974 | 357 | 0.02% | 0.05% | 193 | -4,315 | -52.06% | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,960 | 356 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,914 | 351 | 0.0% | 0.0% | 195 | +1,072 | 37.72% | Q4 2025 | Feb 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,900 | 350 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,871 | 347 | 0.0% | 0.0% | 197 | -192 | -4.73% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,161 | 346 | 0.01% | 0.01% | 198 | +538 | 14.85% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,819 | 343 | 0.04% | 0.03% | 199 | +784 | 25.83% | Q4 2025 | Jan 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 3,794 | 340 | 0.0% | 0.01% | 200 | -39,108 | -91.16% | Q4 2025 | Jan 28, 2026 |
| Centiva Capital, LP | History | New | 3,783 | 339 | 0.0% | — | 201 | +3,783 | New | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 3,728 | 335 | 0.0% | — | 202 | +3,728 | New | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 3,600 | 323 | 0.02% | — | 203 | +3,600 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 3,449 | 309 | 0.01% | — | 205 | +3,449 | New | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,441 | 309 | 0.0% | 0.0% | 204 | +160 | 4.88% | Q4 2025 | Jan 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,432 | 308 | 0.08% | 0.0% | 206 | +3,401 | 10970.97% | Q4 2025 | Mar 03, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 3,404 | 305 | 0.01% | — | 207 | +3,404 | New | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Reduced | 3,313 | 297 | 0.0% | 0.01% | 208 | -3,526 | -51.56% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,282 | 294 | 0.0% | 0.0% | 209 | -519 | -13.65% | Q4 2025 | Feb 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 3,262 | 293 | 0.02% | — | 211 | +3,262 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,266 | 293 | 0.0% | 0.0% | 210 | -325 | -9.05% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,238 | 291 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | New | 3,235 | 290 | 0.01% | — | 213 | +3,235 | New | Q4 2025 | Feb 10, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 3,212 | 288 | 0.03% | — | 214 | +3,212 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,143 | 282 | 0.0% | 0.0% | 215 | -58 | -1.81% | Q4 2025 | Feb 10, 2026 |
| KAHN BROTHERS GROUP INC | History | Added to | 3,110 | 279 | 0.05% | 0.04% | 216 | +520 | 20.08% | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | New | 3,096 | 278 | 0.05% | — | 217 | +3,096 | New | Q4 2025 | Feb 24, 2026 |
| Sigma Planning Corp | History | Reduced | 2,982 | 267 | 0.01% | 0.01% | 218 | -97 | -3.15% | Q4 2025 | Jan 30, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 2,936 | 263 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 2,923 | 262 | 0.0% | 0.0% | 220 | +53 | 1.85% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,905 | 261 | 0.0% | — | 221 | +2,905 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,867 | 260 | 0.01% | 0.01% | 222 | +978 | 51.77% | Q4 2025 | Feb 13, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 2,830 | 254 | 0.08% | 0.1% | 223 | -4,013 | -58.64% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,806 | 252 | 0.02% | 0.02% | 224 | -551 | -16.41% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,800 | 251 | 0.0% | 0.0% | 225 | +135 | 5.07% | Q4 2025 | Jan 23, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,933 | 249 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 2,739 | 246 | 0.05% | 0.05% | 227 | -41 | -1.47% | Q4 2025 | Jan 30, 2026 |
| PROFUND ADVISORS LLC | History | New | 2,720 | 244 | 0.01% | — | 228 | +2,720 | New | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 2,707 | 243 | 0.01% | 0.01% | 229 | +269 | 11.03% | Q4 2025 | Jan 05, 2026 |
| Summit Global Investments | History | New | 2,635 | 237 | 0.01% | — | 230 | +2,635 | New | Q4 2025 | Feb 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 2,621 | 233 | 0.02% | — | 231 | +2,621 | New | Q4 2025 | Feb 13, 2026 |
| 111 Capital | History | New | 2,581 | 231 | 0.05% | — | 233 | +2,581 | New | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | No change | 2,572 | 231 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Reduced | 2,530 | 227 | 0.0% | 0.01% | 235 | -371 | -12.79% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | No change | 2,526 | 227 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,518 | 226 | 0.0% | 0.0% | 236 | -6 | -0.24% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 2,501 | 224 | 0.0% | — | 237 | +2,501 | New | Q4 2025 | Jan 30, 2026 |
| CERTUITY, LLC | History | New | 2,496 | 224 | 0.01% | — | 238 | +2,496 | New | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,488 | 223 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,473 | 222 | 0.0% | 0.0% | 240 | -376 | -13.2% | Q4 2025 | Feb 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,460 | 221 | 0.0% | 0.0% | 241 | -196 | -7.38% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 2,461 | 221 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,441 | 219 | 0.01% | 0.01% | 243 | -371 | -13.19% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,423 | 217 | 0.0% | 0.0% | 244 | +385 | 18.89% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | No change | 2,400 | 215 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,355 | 211 | 0.0% | — | 247 | +2,355 | New | Q4 2025 | Jan 16, 2026 |
| DRW Securities, LLC | History | Reduced | 2,350 | 211 | 0.01% | 0.01% | 246 | -1,045 | -30.78% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,352 | 211 | 0.0% | 0.0% | 248 | +586 | 33.18% | Q4 2025 | Mar 16, 2026 |
| Atria Investments, Inc | History | New | 2,336 | 209 | 0.0% | — | 249 | +2,336 | New | Q4 2025 | Feb 05, 2026 |
| Jain Global LLC | History | New | 2,321 | 208 | 0.0% | — | 250 | +2,321 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | New | 2,253 | 202 | 0.0% | — | 251 | +2,253 | New | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,106 | 189 | 0.0% | 0.0% | 252 | -2,700 | -56.18% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,111 | 189 | 0.01% | 0.01% | 253 | +6 | 0.29% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 2,027 | 182 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,730 | 155 | 0.01% | 0.03% | 255 | -9,599 | -84.73% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 1,715 | 154 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 1,524 | 136 | 0.0% | 0.0% | 257 | -59 | -3.73% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,500 | 134 | 0.0% | 0.0% | 258 | -200 | -11.76% | Q4 2025 | Feb 11, 2026 |
| Evergreen Private Wealth LLC | History | No change | 1,372 | 123 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KBC Group NV | History | No change | 1,347 | 121 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,342 | 120 | 0.05% | 0.03% | 261 | +735 | 121.09% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,258 | 113 | 0.0% | 0.0% | 262 | +642 | 104.22% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,204 | 108 | 0.01% | 0.01% | 263 | -12 | -0.99% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,117 | 100 | 0.0% | 0.0% | 264 | +815 | 269.87% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 1,096 | 98 | 0.01% | 0.01% | 265 | +38 | 3.59% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Reduced | 1,063 | 95 | 0.0% | 0.01% | 266 | -26,032 | -96.08% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Added to | 1,048 | 94 | 0.01% | 0.01% | 267 | +529 | 101.93% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 1,036 | 93 | 0.0% | 0.0% | 268 | +9 | 0.88% | Q4 2025 | Feb 09, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,015 | 91 | 0.07% | 0.02% | 269 | +458 | 82.23% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 907 | 81 | 0.01% | — | 270 | +907 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 882 | 79 | 0.0% | 0.0% | 271 | +5 | 0.57% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 876 | 78 | 0.0% | — | 272 | +876 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 806 | 72 | 0.0% | 0.0% | 273 | -121 | -13.05% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 800 | 71 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 766 | 68 | 0.0% | 0.0% | 275 | -79 | -9.35% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 730 | 66 | 0.0% | 0.0% | 276 | -2 | -0.27% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 726 | 65 | 0.0% | 0.0% | 277 | -37 | -4.85% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 714 | 64 | 0.03% | 0.04% | 278 | -58 | -7.51% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 658 | 59 | 0.0% | 0.0% | 279 | +180 | 37.66% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 628 | 56 | 0.0% | 0.0% | 280 | -2,785 | -81.6% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | New | 624 | 56 | 0.0% | — | 281 | +624 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 597 | 53 | 0.0% | 0.0% | 282 | -43 | -6.72% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 502 | 45 | 0.02% | — | 283 | +502 | New | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 470 | 42 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 455 | 40 | 0.0% | 0.0% | 285 | +393 | 633.87% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 440 | 39 | 0.0% | 0.0% | 286 | +95 | 27.54% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 419 | 37 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| State of Wyoming | History | Added to | 409 | 36 | 0.0% | 0.0% | 288 | +62 | 17.87% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 381 | 34 | 0.0% | 0.0% | 289 | -1,560 | -80.37% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 381 | 34 | 0.0% | 0.0% | 290 | +36 | 10.43% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 313 | 28 | 0.0% | 0.0% | 291 | +20 | 6.83% | Q4 2025 | Jan 28, 2026 |
| GoalVest Advisory LLC | History | New | 266 | 23 | 0.0% | — | 294 | +266 | New | Q4 2025 | Jan 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 259 | 23 | 0.01% | 0.0% | 295 | +244 | 1626.67% | Q4 2025 | Jan 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 267 | 23 | 0.0% | 0.0% | 293 | +77 | 40.53% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | No change | 260 | 23 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 254 | 22 | 0.01% | — | 297 | +254 | New | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 246 | 22 | 0.0% | 0.0% | 296 | -7 | -2.77% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Added to | 231 | 20 | 0.0% | 0.0% | 298 | +30 | 14.93% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 221 | 19 | 0.0% | 0.0% | 300 | +37 | 20.11% | Q4 2025 | Feb 10, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 218 | 19 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 197 | 16 | 0.0% | — | 301 | +197 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 167 | 15 | 0.0% | — | 302 | +167 | New | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | No change | 156 | 14 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 161 | 14 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 147 | 13 | 0.0% | 0.01% | 305 | -89 | -37.71% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 136 | 12 | 0.0% | 0.0% | 306 | -1 | -0.73% | Q4 2025 | Jan 26, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 131 | 11 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | No change | 114 | 10 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Added to | 107 | 9 | 0.0% | 0.0% | 309 | +65 | 154.76% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 92 | 8 | 0.0% | — | 312 | +92 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 92 | 8 | 0.0% | 0.0% | 311 | +19 | 26.03% | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | No change | 92 | 8 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 79 | 7 | 0.0% | — | 313 | +79 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 77 | 6 | 0.0% | — | 315 | +77 | New | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | New | 77 | 6 | 0.0% | — | 316 | +77 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 76 | 6 | 0.0% | 0.0% | 317 | +31 | 68.89% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 71 | 6 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 56 | 5 | 0.0% | 0.0% | 320 | -11 | -16.42% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 57 | 5 | 0.0% | 0.0% | 321 | -4 | -6.56% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 55 | 4 | 0.0% | — | 322 | +55 | New | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 49 | 4 | 0.0% | 0.0% | 324 | -27 | -35.53% | Q4 2025 | Jan 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quattro Advisors LLC | History | New | 42 | 3 | 0.0% | — | 330 | +42 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 39 | 3 | 0.0% | — | 328 | +39 | New | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | New | 39 | 3 | 0.0% | — | 329 | +39 | New | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 44 | 3 | 0.0% | 0.0% | 327 | +15 | 51.72% | Q4 2025 | Feb 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 43 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 332 | -3 | -10.34% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 24 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| High Note Wealth, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunrise Financial Services, LLC | History | New | 20 | 1 | 0.0% | — | 344 | +20 | New | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | New | 18 | 1 | 0.0% | — | 337 | +18 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 13 | 1 | 0.0% | — | 343 | +13 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 339 | -10 | -34.48% | Q4 2025 | Jan 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 340 | -1 | -6.25% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 341 | -1 | -5.26% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 17 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clean Yield Group | History | No change | 17 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.27% | — | -47,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -10,922 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,735 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,599 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,476 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,131 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -4,949 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,568 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,368 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sachetta, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -26 | -74.29% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CIBC Private Wealth Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Spire Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cromwell Holdings LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Decker Retirement Planning Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |