C3.ai, Inc. - AI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 14,469,953 | 195,054 | 0.0% | 0.0% | 1 | +108,011 | 0.75% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 11,396,552 | 153,625 | 0.0% | 0.0% | 2 | +1,120,066 | 10.9% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 8,518,900 | 114,834 | 0.27% | 0.28% | 3 | +322,209 | 3.93% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,810,180 | 78,321 | 0.01% | 0.02% | 4 | -4,235,040 | -42.16% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,017,980 | 67,642 | 0.01% | 0.02% | 5 | -2,258,139 | -31.03% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,824,499 | 65,034 | 0.0% | 0.0% | 6 | +91,802 | 1.94% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,492,012 | 60,552 | 0.01% | 0.01% | 7 | -794,425 | -15.03% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,329,650 | 58,363 | 0.01% | 0.01% | 8 | +87,076 | 2.05% | Q4 2025 | Mar 25, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 917,471 | 56,319 | 0.05% | 0.09% | 9 | +769,695 | 520.85% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 2,976,389 | 40,121 | 0.0% | 0.0% | 10 | +94,086 | 3.26% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,868,578 | 38,675 | 0.0% | 0.0% | 11 | +21,451 | 0.75% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,556,916 | 34,471 | 0.05% | 0.07% | 12 | +130,940 | 5.4% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,115,881 | 28,522 | 0.0% | 0.0% | 13 | +1,508,934 | 248.61% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,675,621 | 22,587 | 0.03% | — | 14 | +1,675,621 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,614,412 | 21,762 | 0.06% | 0.02% | 15 | +1,204,108 | 293.47% | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 289 | 21,450 | 0.39% | 0.05% | 16 | -21,161 | -98.65% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,569,202 | 21,156 | 0.0% | 0.01% | 17 | -234,986 | -13.02% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 847,300 | 19,291 | 0.01% | 0.0% | 18 | +592,616 | 232.69% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,333,735 | 17,978 | 0.01% | 0.01% | 19 | +509,010 | 61.72% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,319,554 | 17,787 | 0.03% | 126.07% | 20 | -246,446 | -15.74% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 1,212,411 | 16,343 | 0.03% | 0.03% | 21 | -14,205 | -1.16% | Q4 2025 | Mar 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,101,900 | 14,853 | 0.01% | 0.02% | 22 | -586,380 | -34.73% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,089,728 | 14,689 | 0.02% | 0.02% | 23 | +318,168 | 41.24% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,078,615 | 14,539 | 0.01% | 0.01% | 24 | -333,962 | -23.64% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,015,709 | 13,691 | 0.01% | 0.01% | 25 | +493,515 | 94.51% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,014,793 | 13,679 | 0.0% | 0.0% | 26 | -71,607 | -6.59% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 992,900 | 13,384 | 0.0% | 0.01% | 27 | -798,881 | -44.59% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 900,042 | 12,132 | 0.0% | 0.0% | 28 | -108,363 | -10.75% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 821,506 | 11,073 | 0.02% | 0.01% | 29 | +295,777 | 56.26% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 763,732 | 10,295 | 0.0% | 0.0% | 30 | +593,499 | 348.64% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 751,904 | 10,135 | 0.02% | 0.02% | 31 | +98,316 | 15.04% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 727,416 | 9,805 | 0.0% | 0.0% | 32 | -96,866 | -11.75% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 726,631 | 9,794 | 0.01% | 0.01% | 33 | +195,320 | 36.76% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 701,301 | 9,453 | 0.01% | 0.03% | 34 | -789,434 | -52.96% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 685,063 | 9,234 | 0.0% | 0.0% | 35 | +71,858 | 11.72% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 681,263 | 9,183 | 0.03% | — | 36 | +681,263 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 675,424 | 9,104 | 0.02% | 0.0% | 37 | +674,703 | 93578.78% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 670,300 | 9,035 | 0.01% | 0.0% | 38 | +282,800 | 72.98% | Q4 2025 | Feb 17, 2026 |
| EVR Research LP | History | Added to | 600,400 | 8,093 | 4.37% | 1.92% | 39 | +415,000 | 223.84% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 575,690 | 7,760 | 0.0% | 0.0% | 40 | +459,335 | 394.77% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 572,400 | 7,715 | 0.02% | 0.01% | 41 | +381,500 | 199.84% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 540,774 | 7,289 | 0.0% | 0.0% | 42 | +207,864 | 62.44% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 516,729 | 6,965 | 0.02% | 0.03% | 43 | +54,542 | 11.8% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 476,729 | 6,426 | 0.01% | 0.01% | 44 | -715 | -0.15% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 452,653 | 6,101 | 0.0% | 0.0% | 45 | +103,058 | 29.48% | Q4 2025 | Feb 19, 2026 |
| Crawford Fund Management, LLC | History | Added to | 427,000 | 5,755 | 0.76% | 1.15% | 46 | +14,000 | 3.39% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 422,944 | 5,699 | 0.02% | 0.03% | 47 | -114,203 | -21.26% | Q4 2025 | Feb 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 407,400 | 5,491 | 0.01% | — | 48 | +407,400 | New | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 5,405 | 5,405 | 0.0% | — | 49 | +5,405 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 384,486 | 5,183 | 0.01% | 0.01% | 50 | +205,640 | 114.98% | Q4 2025 | Jan 09, 2026 |
| Atom Investors LP | History | Added to | 374,371 | 5,046 | 0.4% | 0.08% | 51 | +311,813 | 498.44% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 356,201 | 4,801 | 0.0% | — | 52 | +356,201 | New | Q4 2025 | Feb 10, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 347,840 | 4,689 | 0.32% | 0.46% | 53 | -25,795 | -6.9% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 339,113 | 4,571 | 0.0% | 0.0% | 54 | +64,416 | 23.45% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 330,004 | 4,448 | 0.01% | 0.01% | 55 | -152,961 | -31.67% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 302,900 | 4,083 | 0.14% | 0.26% | 56 | -251,572 | -45.37% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Added to | 262,612 | 3,540 | 0.1% | 0.08% | 57 | +395 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 251,700 | 3,392 | 0.0% | 0.0% | 58 | +10,600 | 4.4% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 251,475 | 3,389 | 0.0% | 0.0% | 59 | +39,585 | 18.68% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 237,162 | 3,196 | 0.01% | — | 60 | +237,162 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 235,319 | 3,172 | 0.0% | 0.0% | 61 | +22,646 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 222,090 | 2,993 | 1.07% | 1.33% | 63 | +6,404 | 2.97% | Q4 2025 | Jan 14, 2026 |
| DOW CHEMICAL CO /DE/ | History | No change | 222,098 | 2,993 | 1.46% | 1.47% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 199,655 | 2,691 | 0.0% | 0.0% | 64 | -28,104 | -12.34% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 192,494 | 2,594 | 0.0% | 0.0% | 65 | -47,212 | -19.7% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 189,516 | 2,554 | 0.07% | 0.14% | 66 | -91,803 | -32.63% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 183,956 | 2,479 | 0.04% | 0.07% | 67 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VARCOV Co. | History | New | 178,692 | 2,408 | 0.95% | — | 68 | +178,692 | New | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | Added to | 174,852 | 2,357 | 0.37% | 0.49% | 69 | +58,940 | 50.85% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 169,880 | 2,289 | 0.01% | 0.02% | 70 | -7,633 | -4.3% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 164,432 | 2,216 | 0.0% | 0.0% | 71 | -12,987 | -7.32% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 151,520 | 2,042 | 0.0% | 0.0% | 72 | -86 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 146,519 | 1,975 | 0.0% | 0.0% | 73 | +74,870 | 104.5% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 138,519 | 1,867 | 0.1% | 0.18% | 74 | +794 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,392 | 1,852 | 0.0% | 0.0% | 75 | +68,025 | 98.07% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | New | 132,632 | 1,787 | 0.02% | — | 76 | +132,632 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 129,797 | 1,784 | 0.0% | 0.0% | 77 | +82,065 | 171.93% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 125,230 | 1,689 | 0.0% | 0.0% | 78 | +18,096 | 16.89% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 124,115 | 1,673 | 0.0% | 0.0% | 79 | -3,152 | -2.48% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 121,552 | 1,638 | 0.0% | 0.0% | 80 | +4,857 | 4.16% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 114,290 | 1,540 | 0.05% | — | 81 | +114,290 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 109,875 | 1,482 | 0.0% | 0.0% | 82 | +73,276 | 200.21% | Q4 2025 | Mar 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 108,509 | 1,462 | 0.0% | 0.0% | 83 | +97,807 | 913.91% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 107,647 | 1,451 | 0.04% | 0.05% | 84 | -7,852 | -6.8% | Q4 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 106,610 | 1,437 | 0.12% | — | 85 | +106,610 | New | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 105,253 | 1,418 | 0.0% | 0.0% | 86 | +14,168 | 15.55% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 104,993 | 1,415 | 0.0% | 0.0% | 87 | +33,773 | 47.42% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 102,915 | 1,387 | 0.0% | 0.0% | 88 | +4,743 | 4.83% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 98,232 | 1,324 | 0.01% | 0.01% | 89 | +4,641 | 4.96% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 97,472 | 1,313 | 0.0% | 0.0% | 90 | +23,459 | 31.7% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 95,259 | 1,284 | 0.0% | 0.0% | 91 | -12,756 | -11.81% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 94,625 | 1,275 | 0.06% | — | 92 | +94,625 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 93,691 | 1,262 | 0.01% | 0.02% | 93 | +6,424 | 7.36% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 88,987 | 1,199 | 0.05% | — | 94 | +88,987 | New | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | New | 83,801 | 1,129 | 0.07% | — | 95 | +83,801 | New | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | New | 74,599 | 1,005 | 0.13% | — | 96 | +74,599 | New | Q4 2025 | Jan 21, 2026 |
| MetLife Investment Management, LLC | History | No change | 72,509 | 977 | 0.0% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 71,828 | 968 | 0.0% | 0.0% | 98 | +14,035 | 24.28% | Q4 2025 | Feb 13, 2026 |
| Themes Management Co LLC | History | New | 67,223 | 906 | 0.68% | — | 100 | +67,223 | New | Q4 2025 | Feb 09, 2026 |
| Shearwater Capital LLC | History | No change | 67,276 | 906 | 0.52% | 0.69% | 99 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Virtu Financial LLC | History | New | 64,586 | 871 | 0.03% | — | 101 | +64,586 | New | Q4 2025 | Feb 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 62,125 | 837 | 0.0% | — | 102 | +62,125 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 57,617 | 776 | 0.01% | 0.01% | 103 | -17,950 | -23.75% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,663 | 710 | 0.0% | 0.0% | 104 | -24,676 | -31.91% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 52,282 | 704 | 0.0% | 0.0% | 105 | -30 | -0.06% | Q4 2025 | Jan 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 52,182 | 703 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Altshuler Shaham Ltd | History | Added to | 50,880 | 685 | 0.01% | 0.01% | 107 | +24,780 | 94.94% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 50,771 | 684 | 0.0% | 0.0% | 108 | +5,320 | 11.7% | Q4 2025 | Mar 16, 2026 |
| Laurion Capital Management LP | History | New | 50,522 | 681 | 0.03% | — | 109 | +50,522 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 50,146 | 675 | 0.02% | 0.02% | 110 | +298 | 0.6% | Q4 2025 | Jan 27, 2026 |
| Voleon Capital Management LP | History | New | 49,059 | 661 | 0.01% | — | 111 | +49,059 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 46,619 | 628 | 0.0% | 0.0% | 112 | -7,296 | -13.53% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 45,460 | 612 | 0.0% | 0.0% | 113 | -4,346 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 36,559 | 608 | 0.0% | 0.0% | 114 | +4,043 | 12.43% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 45,000 | 606 | 0.01% | 0.01% | 115 | +5,000 | 12.5% | Q4 2025 | Feb 19, 2026 |
| Numerai GP LLC | History | Reduced | 44,019 | 593 | 0.07% | 0.17% | 116 | -25,415 | -36.6% | Q4 2025 | Feb 17, 2026 |
| Cane Capital Partners, LLC | History | New | 87,791 | 559 | 0.22% | — | 117 | +87,791 | New | Q4 2025 | Jan 21, 2026 |
| KG&L Capital Management,LLC | History | Added to | 87,239 | 552 | 0.14% | 0.26% | 118 | +1,000 | 1.16% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,395 | 544 | 0.0% | 0.0% | 119 | -7,545 | -15.74% | Q4 2025 | Feb 18, 2026 |
| DGS Capital Management, LLC | History | Added to | 39,922 | 538 | 0.09% | 0.13% | 120 | +33 | 0.08% | Q4 2025 | Feb 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,371 | 530 | 0.0% | 0.0% | 121 | -4,606 | -10.47% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 39,286 | 529 | 0.0% | 0.0% | 122 | +203 | 0.52% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,296 | 516 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 37,348 | 503 | 0.04% | — | 124 | +37,348 | New | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 35,307 | 475 | 0.0% | 0.0% | 125 | -1,487 | -4.04% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,990 | 471 | 0.0% | 0.0% | 126 | -24,212 | -40.9% | Q4 2025 | Feb 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 30,500 | 468 | 0.01% | — | 127 | +30,500 | New | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,224 | 460 | 0.0% | — | 128 | +34,224 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 33,341 | 449 | 0.0% | 0.0% | 129 | +398 | 1.21% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 32,625 | 439 | 0.0% | 0.0% | 130 | -3,052 | -8.55% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 32,500 | 438 | 0.0% | 0.0% | 131 | -2,112 | -6.1% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 32,412 | 436 | 0.05% | 0.04% | 132 | +11,138 | 52.35% | Q4 2025 | Jan 09, 2026 |
| Handelsbanken Fonder AB | History | Added to | 31,600 | 426 | 0.0% | 0.0% | 133 | +5,500 | 21.07% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 30,412 | 411 | 0.0% | 0.0% | 134 | -12,475 | -29.09% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Reduced | 30,000 | 404 | 0.02% | 0.06% | 135 | -42,000 | -58.33% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 29,041 | 391 | 0.01% | 0.02% | 136 | -7,911 | -21.41% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 28,577 | 385 | 0.0% | 0.0% | 137 | +500 | 1.78% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 28,514 | 384 | 0.11% | 0.15% | 138 | -942 | -3.2% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 28,150 | 379 | 0.0% | 0.0% | 139 | -183 | -0.65% | Q4 2025 | Feb 13, 2026 |
| Defiance ETFs, LLC | History | New | 27,174 | 375 | 0.01% | — | 140 | +27,174 | New | Q4 2025 | Feb 17, 2026 |
| CMT Capital Markets Trading GmbH | History | Reduced | 27,337 | 369 | 0.0% | 0.01% | 141 | -62,663 | -69.63% | Q4 2025 | Feb 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,300 | 368 | 0.0% | 0.0% | 142 | +1,400 | 5.41% | Q4 2025 | Jan 28, 2026 |
| Penserra Capital Management LLC | History | Added to | 27,174 | 366 | 0.0% | 0.0% | 143 | +23,292 | 600.0% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 26,527 | 357 | 0.01% | 0.02% | 144 | -2,975 | -10.08% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 25,958 | 349 | 0.01% | 0.01% | 145 | +3,951 | 17.95% | Q4 2025 | Jan 28, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 25,000 | 337 | 0.0% | 0.0% | 146 | +15,000 | 150.0% | Q4 2025 | Jan 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 24,798 | 334 | 0.01% | 0.02% | 147 | +4,335 | 21.18% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 24,081 | 324 | 0.0% | 0.0% | 148 | -776 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 23,900 | 322 | 0.0% | 0.0% | 149 | -3,100 | -11.48% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,249 | 313 | 0.0% | 0.0% | 150 | -759 | -3.16% | Q4 2025 | Feb 12, 2026 |
| Bridgefront Capital, LLC | History | New | 23,139 | 311 | 0.08% | — | 151 | +23,139 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 22,984 | 309 | 0.0% | 0.0% | 152 | +1,400 | 6.49% | Q4 2025 | Feb 06, 2026 |
| CREDIT AGRICOLE S A | History | New | 22,420 | 302 | 0.0% | — | 153 | +22,420 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 21,921 | 295 | 0.0% | — | 154 | +21,921 | New | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,779 | 293 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,144 | 285 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,246 | 273 | 0.0% | 0.0% | 157 | -1,024 | -4.81% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,993 | 269 | 0.0% | 0.01% | 158 | -16,796 | -45.65% | Q4 2025 | Feb 02, 2026 |
| Centiva Capital, LP | History | New | 19,847 | 267 | 0.0% | — | 159 | +19,847 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 19,723 | 266 | 0.0% | 0.0% | 160 | +2,689 | 15.79% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | New | 19,633 | 264 | 0.0% | — | 161 | +19,633 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 19,485 | 262 | 0.01% | — | 162 | +19,485 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 19,347 | 260 | 0.01% | 0.09% | 163 | -78,823 | -80.29% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 19,048 | 256 | 0.01% | 0.01% | 164 | +6,300 | 49.42% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Reduced | 18,838 | 253 | 0.04% | 0.06% | 165 | -1,551 | -7.61% | Q4 2025 | Jan 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 18,336 | 247 | 0.0% | 0.01% | 166 | -70,587 | -79.38% | Q4 2025 | Feb 17, 2026 |
| Marathon Trading Investment Management LLC | History | New | 17,332 | 233 | 0.01% | — | 167 | +17,332 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 17,111 | 230 | 0.0% | — | 168 | +17,111 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 16,956 | 228 | 0.0% | 0.0% | 169 | +11,553 | 213.83% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,957 | 228 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,566 | 223 | 0.0% | 0.0% | 171 | -1,361 | -7.59% | Q4 2025 | Jan 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 16,270 | 219 | 0.04% | 0.06% | 172 | -3,349 | -17.07% | Q4 2025 | Jan 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,078 | 216 | 0.01% | 0.02% | 173 | -500 | -3.02% | Q4 2025 | Jan 28, 2026 |
| Buckland Partners Management Co LLC | History | New | 16,000 | 215 | 0.12% | — | 174 | +16,000 | New | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 15,291 | 206 | 0.04% | — | 175 | +15,291 | New | Q4 2025 | Feb 26, 2026 |
| HUB Investment Partners, LLC | History | Added to | 15,285 | 206 | 0.01% | 0.01% | 176 | +285 | 1.9% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 15,194 | 204 | 0.01% | 0.03% | 177 | -10,905 | -41.78% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | Reduced | 14,918 | 201 | 0.0% | 0.01% | 178 | -8,101 | -35.19% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,816 | 199 | 0.0% | 0.0% | 179 | +395 | 2.74% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,401 | 193 | 0.0% | 0.0% | 180 | +175 | 1.23% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 14,055 | 189 | 0.01% | 0.02% | 181 | -6,695 | -32.27% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,896 | 187 | 0.0% | 0.0% | 182 | +10 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Scientech Research LLC | History | New | 13,423 | 180 | 0.11% | — | 183 | +13,423 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 12,798 | 172 | 0.0% | 0.0% | 184 | +2,194 | 20.69% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,737 | 171 | 0.0% | 0.0% | 185 | +4 | 0.03% | Q4 2025 | Feb 13, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 12,625 | 170 | 0.04% | — | 186 | +12,625 | New | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 12,195 | 164 | 0.0% | 0.0% | 187 | -18,650 | -60.46% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,228 | 164 | 0.0% | 0.0% | 188 | +1,095 | 9.84% | Q4 2025 | Jan 16, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 11,912 | 160 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bayesian Capital Management, LP | History | Reduced | 11,800 | 159 | 0.36% | 0.08% | 191 | -9,800 | -45.37% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,800 | 159 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 11,733 | 158 | 0.0% | 0.0% | 192 | -7,402 | -38.68% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | New | 10,972 | 147 | 0.0% | — | 193 | +10,972 | New | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | Reduced | 10,840 | 146 | 0.03% | 0.04% | 194 | -150 | -1.36% | Q4 2025 | Jan 21, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 10,832 | 145 | 0.0% | 0.0% | 195 | -423 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 10,625 | 143 | 0.04% | 0.06% | 196 | -1,375 | -11.46% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,565 | 142 | 0.0% | 0.0% | 198 | -5,640 | -34.8% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 10,602 | 142 | 0.0% | 0.0% | 197 | -2,588 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | New | 10,419 | 140 | 0.0% | — | 199 | +10,419 | New | Q4 2025 | Feb 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 10,402 | 140 | 0.1% | — | 200 | +10,402 | New | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 10,312 | 139 | 0.0% | 0.01% | 201 | -1,559 | -13.13% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,116 | 138 | 0.01% | 0.02% | 203 | -725 | -6.69% | Q4 2025 | Jan 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,247 | 138 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 10,061 | 135 | 0.03% | — | 207 | +10,061 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 10,059 | 135 | 0.0% | — | 204 | +10,059 | New | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 10,040 | 135 | 0.01% | 0.04% | 205 | -10,000 | -49.9% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,034 | 135 | 0.0% | 0.0% | 206 | -2,879 | -22.3% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,244 | 70 | 0.0% | — | 208 | +5,244 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,002 | 67 | 0.0% | 0.0% | 209 | +2 | 0.04% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,735 | 63 | 0.0% | 0.0% | 210 | -2,170 | -31.43% | Q4 2025 | Jan 13, 2026 |
| Bayforest Capital Ltd | History | New | 4,584 | 61 | 0.05% | — | 213 | +4,584 | New | Q4 2025 | Jan 27, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 4,550 | 61 | 0.01% | 0.01% | 211 | -349 | -7.12% | Q4 2025 | Jan 21, 2026 |
| Aspect Partners, LLC | History | No change | 4,592 | 61 | 0.03% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,476 | 60 | 0.0% | 0.0% | 214 | +2,337 | 109.26% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,373 | 58 | 0.0% | 0.0% | 215 | +1,000 | 29.65% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 4,205 | 56 | 0.0% | 0.0% | 216 | +711 | 20.35% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Added to | 3,955 | 53 | 0.0% | 0.0% | 217 | +79 | 2.04% | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 3,601 | 49 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,500 | 48 | 0.0% | 0.15% | 219 | -1,009,061 | -97.16% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,331 | 44 | 0.0% | 0.0% | 220 | +489 | 17.21% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 3,049 | 41 | 0.0% | 0.0% | 221 | +745 | 32.34% | Q4 2025 | Jan 26, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 3,000 | 40 | 0.01% | — | 222 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,861 | 38 | 0.0% | 0.0% | 223 | -827 | -22.42% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 2,700 | 36 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Olistico Wealth, LLC | History | New | 2,500 | 33 | 0.02% | — | 225 | +2,500 | New | Q4 2025 | Jan 13, 2026 |
| COMERICA BANK | History | Added to | 2,423 | 32 | 0.0% | 0.0% | 226 | +2,165 | 839.15% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,418 | 32 | 0.0% | 0.0% | 227 | -633 | -20.75% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,155 | 29 | 0.0% | 0.0% | 228 | -195 | -8.3% | Q4 2025 | Feb 09, 2026 |
| NATIXIS | History | Reduced | 2,156 | 29 | 0.0% | 0.0% | 229 | -141 | -6.14% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,119 | 28 | 0.0% | 0.0% | 230 | -1,399 | -39.77% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,141 | 28 | 0.0% | 0.0% | 233 | +852 | 66.1% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,094 | 28 | 0.0% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SWAN Capital LLC | History | No change | 2,100 | 28 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,046 | 27 | 0.0% | 0.0% | 234 | +197 | 10.65% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 2,000 | 26 | 0.01% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,865 | 25 | 0.0% | 0.0% | 236 | +213 | 12.89% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,590 | 21 | 0.01% | — | 240 | +1,590 | New | Q4 2025 | Feb 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,602 | 21 | 0.0% | 0.0% | 238 | -764 | -32.29% | Q4 2025 | Jan 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,592 | 21 | 0.0% | 0.0% | 237 | +479 | 43.04% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,630 | 21 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 1,455 | 19 | 0.0% | 0.0% | 241 | +912 | 167.96% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 1,350 | 18 | 0.0% | — | 242 | +1,350 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,392 | 18 | 0.0% | 0.0% | 243 | +40 | 2.96% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,042 | 14 | 0.0% | 0.0% | 244 | -23,565 | -95.77% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,111 | 14 | 0.0% | — | 245 | +1,111 | New | Q4 2025 | Feb 09, 2026 |
| United Community Bank | History | New | 1,000 | 13 | 0.0% | — | 247 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 960 | 12 | 0.0% | 0.0% | 250 | +501 | 109.15% | Q4 2025 | Jan 05, 2026 |
| HM PAYSON & CO | History | Added to | 941 | 12 | 0.0% | 0.0% | 248 | +11 | 1.18% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 955 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 835 | 11 | 0.01% | 0.02% | 251 | -550 | -39.71% | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 800 | 10 | 0.0% | — | 255 | +800 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 589 | 10 | 0.0% | — | 253 | +589 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 815 | 10 | 0.0% | 0.0% | 254 | +518 | 174.41% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 800 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 688 | 9 | 0.0% | 0.0% | 257 | +368 | 115.0% | Q4 2025 | Jan 08, 2026 |
| Raiffeisen Bank International AG | History | Reduced | 827 | 9 | 0.0% | 0.0% | 258 | -205 | -19.86% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 736 | 9 | 0.0% | 0.0% | 256 | +68 | 10.18% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 650 | 8 | 0.0% | 0.0% | 259 | -2,443 | -78.98% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 527 | 7 | 0.0% | 0.0% | 261 | +64 | 13.82% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 569 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 515 | 6 | 0.01% | — | 266 | +515 | New | Q4 2025 | Feb 12, 2026 |
| Bank of Jackson Hole Trust | History | New | 489 | 6 | 0.0% | — | 265 | +489 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 505 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TCTC Holdings, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | No change | 447 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 435 | 5 | 0.0% | — | 269 | +435 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | New | 400 | 5 | 0.0% | — | 267 | +400 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 378 | 5 | 0.0% | — | 268 | +378 | New | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 320 | 4 | 0.0% | 0.0% | 278 | +160 | 100.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 309 | 4 | 0.0% | 0.0% | 272 | -87 | -21.97% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 338 | 4 | 0.0% | 0.0% | 271 | +86 | 34.13% | Q4 2025 | Jan 07, 2026 |
| CVA Family Office, LLC | History | Reduced | 300 | 4 | 0.0% | 0.0% | 275 | -25 | -7.69% | Q4 2025 | Jan 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 300 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 308 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Kozak & Associates, Inc. | History | No change | 350 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 260 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 330 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sigma Planning Corp | History | New | 20,000 | 3 | 0.0% | — | 279 | +20,000 | New | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 235 | 3 | 0.0% | 0.0% | 281 | -1,246 | -84.13% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 250 | 3 | 0.0% | 0.0% | 282 | -954 | -79.24% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 286 | 3 | 0.0% | 0.0% | 280 | -601 | -67.76% | Q4 2025 | Feb 06, 2026 |
| DV EQUITIES, LLC | History | New | 290 | 3 | 0.0% | — | 283 | +290 | New | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 259 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 200 | 2 | 0.0% | 0.0% | 293 | -290 | -59.18% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 205 | 2 | 0.0% | — | 286 | +205 | New | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 200 | 2 | 0.0% | — | 294 | +200 | New | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 183 | 2 | 0.0% | — | 287 | +183 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 150 | 2 | 0.0% | — | 288 | +150 | New | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 158 | 2 | 0.0% | 0.0% | 291 | -70 | -30.7% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 210 | 2 | 0.0% | 0.0% | 285 | +60 | 40.0% | Q4 2025 | Feb 10, 2026 |
| Truvestments Capital LLC | History | Reduced | 155 | 2 | 0.0% | 0.0% | 289 | -1 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 170 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 175 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 140 | 1 | 0.0% | — | 302 | +140 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 128 | 1 | 0.0% | — | 295 | +128 | New | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | New | 113 | 1 | 0.0% | — | 307 | +113 | New | Q4 2025 | Jan 21, 2026 |
| PayPay Securities Corp | History | Reduced | 86 | 1 | 0.03% | 0.11% | 301 | -109 | -55.9% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | New | 100 | 1 | 0.0% | — | 299 | +100 | New | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 100 | 1 | 0.0% | — | 303 | +100 | New | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 120 | 1 | 0.0% | 0.0% | 305 | -18 | -13.04% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Added to | 95 | 1 | 0.0% | 0.0% | 304 | +14 | 17.28% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 117 | 1 | 0.0% | 0.0% | 306 | +10 | 9.35% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 75 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | No change | 100 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pacific Center for Financial Services | History | No change | 62 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 148 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -980,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -463,572 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -224,730 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.12% | — | -175,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -162,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -144,839 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -130,068 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -47,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,319 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -34,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,610 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -25,918 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -25,548 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,199 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,425 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORTEM FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,874 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13,213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -12,799 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,560 | -100.0% | Q3 2025 | Nov 05, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,325 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,149 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,541 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,478 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,709 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -4,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Atika Capital Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -2,103 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -1,291 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,253 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 66 | 0 | — | 0.01% | — | -1,012 | -93.88% | Q4 2025 | Mar 03, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 30 | 0 | — | 0.0% | — | -839 | -96.55% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -658 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -235 | -87.04% | Q4 2025 | Jan 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Dec 29, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 18, 2026 |
| Hurley Capital, LLC | History | Added to | 63 | 0 | — | — | — | +53 | 530.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Avion Wealth | History | Added to | 72 | 0 | — | — | — | +46 | 176.92% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Parkside Financial Bank & Trust | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Mar 04, 2026 |
| YANKCOM Partnership | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 20, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Golden State Wealth Management, LLC | History | Reduced | 14 | 0 | — | — | — | -16 | -53.33% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 14, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Elevated Capital Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 05, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIFTH THIRD BANCORP | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JNBA Financial Advisors | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Oakworth Capital, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Eukles Asset Management | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFS Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Strategic Advocates LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 61 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fairscale Capital, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |