ALBANY INTERNATIONAL CORP /DE/ - AIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,241,432 | 215,040 | 0.0% | 0.0% | 1 | +53,034 | 1.27% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,155,661 | 159,992 | 0.0% | 0.0% | 2 | -92,371 | -2.84% | Q4 2025 | Jan 29, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,561,416 | 129,863 | 0.56% | 0.6% | 3 | -45,379 | -1.74% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,381,396 | 70,036 | 0.04% | 0.05% | 4 | -327,834 | -19.18% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,141,412 | 58,161 | 0.0% | 0.0% | 5 | +12,684 | 1.12% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 955,148 | 48,427 | 0.01% | 0.01% | 6 | -79,917 | -7.72% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 883,209 | 44,778 | 0.0% | 0.0% | 7 | -450,494 | -33.78% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 806,582 | 40,893 | 0.11% | 0.12% | 8 | -92,722 | -10.31% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 775,592 | 39,322 | 0.04% | 0.05% | 9 | -27,248 | -3.39% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 688,478 | 34,912 | 0.0% | 0.0% | 10 | -20,999 | -2.96% | Q4 2025 | Feb 09, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 624,708 | 31,672 | 0.01% | 0.01% | 11 | +86,551 | 16.08% | Q4 2025 | Jan 22, 2026 |
| ACK Asset Management LLC | History | Reduced | 600,000 | 30,420 | 3.82% | 5.07% | 12 | -160,000 | -21.05% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 576,299 | 29,218 | 0.02% | 0.0% | 13 | +464,954 | 417.58% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 544,427 | 27,602 | 0.09% | 0.1% | 14 | -38,411 | -6.59% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 483,935 | 24,535 | 0.07% | 0.12% | 15 | -392,520 | -44.78% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 432,121 | 21,908 | 0.0% | 0.0% | 16 | +18,938 | 4.58% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 393,284 | 19,939 | 0.01% | 0.0% | 17 | +182,526 | 86.6% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 390,903 | 19,818 | 0.01% | 0.01% | 18 | +77,073 | 24.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 387,380 | 19,640 | 0.0% | 0.0% | 19 | -394,456 | -50.45% | Q4 2025 | Feb 13, 2026 |
| Invenomic Capital Management LP | History | Added to | 386,053 | 19,572 | 0.91% | 0.84% | 20 | +62,058 | 19.15% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 365,025 | 18,506 | 0.35% | — | 21 | +365,025 | New | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 321,103 | 16,279 | 0.0% | 0.0% | 22 | -46,287 | -12.6% | Q4 2025 | Feb 17, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 304,740 | 15,450 | 0.85% | 0.92% | 23 | -31,921 | -9.48% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 303,762 | 15,410 | 0.01% | — | 24 | +303,762 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 272,811 | 13,831 | 0.02% | 0.02% | 25 | -11,860 | -4.17% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 264,806 | 13,425 | 0.0% | 0.0% | 26 | -29,609 | -10.06% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 229,477 | 11,634 | 0.04% | 0.03% | 27 | +66,569 | 40.86% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 215,044 | 10,902 | 0.1% | 0.05% | 28 | +121,614 | 130.17% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 197,712 | 10,024 | 0.01% | 0.01% | 29 | +42,940 | 27.74% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 192,652 | 9,767 | 0.0% | 0.0% | 30 | +117,726 | 157.12% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 185,265 | 9,392 | 0.0% | 0.0% | 31 | -66,579 | -26.44% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | New | 184,736 | 9,366 | 0.01% | — | 32 | +184,736 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 182,127 | 9,234 | 0.08% | 0.08% | 33 | +12,859 | 7.6% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 179,284 | 9,089 | 0.0% | 0.0% | 34 | -95,309 | -34.71% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 149,477 | 7,578 | 0.05% | — | 35 | +149,477 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 149,430 | 7,576 | 0.0% | 0.0% | 36 | +54,342 | 57.15% | Q4 2025 | Mar 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 136,963 | 6,944 | 0.0% | 0.0% | 37 | -5,636 | -3.95% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 135,480 | 6,868 | 0.03% | 0.07% | 38 | -80,642 | -37.31% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 131,829 | 6,683 | 0.01% | 0.01% | 39 | +72,829 | 123.44% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 114,855 | 5,823 | 0.0% | 0.0% | 40 | -212,611 | -64.93% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 113,792 | 5,769 | 0.0% | 0.0% | 41 | +5,802 | 5.37% | Q4 2025 | Feb 19, 2026 |
| MARSHALL WACE, LLP | History | Added to | 113,710 | 5,765 | 0.01% | 0.0% | 42 | +89,136 | 362.72% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 108,405 | 5,496 | 0.01% | — | 43 | +108,405 | New | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 107,763 | 5,463 | 0.02% | 0.02% | 44 | +6,106 | 6.01% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 104,295 | 5,288 | 0.0% | 0.0% | 45 | -7,842 | -6.99% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 99,280 | 5,033 | 0.02% | 0.02% | 46 | -15,755 | -13.7% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 94,595 | 4,795 | 0.0% | 0.0% | 47 | -1,500 | -1.56% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 90,400 | 4,583 | 0.01% | 0.01% | 48 | +18,200 | 25.21% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 83,712 | 4,244 | 0.0% | 0.0% | 49 | -15,094 | -15.28% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 80,128 | 4,062 | 0.04% | — | 50 | +80,128 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 77,698 | 3,939 | 0.0% | 0.0% | 51 | -4,632 | -5.63% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 76,608 | 3,884 | 0.0% | 0.0% | 52 | +7,645 | 11.09% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 76,525 | 3,879 | 0.0% | 0.0% | 53 | +73,937 | 2856.92% | Q4 2025 | Feb 17, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 73,501 | 3,726 | 2.46% | 0.55% | 54 | +56,821 | 340.65% | Q4 2025 | Feb 17, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 69,408 | 3,518 | 0.3% | 0.17% | 55 | +31,551 | 83.34% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,072 | 3,400 | 0.0% | 0.01% | 56 | -57,641 | -46.22% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 65,241 | 3,307 | 0.97% | 1.46% | 57 | -37,468 | -36.48% | Q4 2025 | Feb 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 63,031 | 3,195 | 0.19% | 0.52% | 58 | -108,676 | -63.29% | Q4 2025 | Feb 12, 2026 |
| Skylands Capital, LLC | History | Added to | 62,050 | 3,145 | 0.43% | 0.28% | 59 | +24,675 | 66.02% | Q4 2025 | Jan 30, 2026 |
| Swiss National Bank | History | No change | 58,400 | 2,960 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 57,954 | 2,938 | 0.07% | 0.01% | 61 | +53,149 | 1106.12% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 56,947 | 2,887 | 0.08% | — | 62 | +56,947 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 55,699 | 2,823 | 0.03% | 0.01% | 63 | +39,505 | 243.95% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 53,835 | 2,729 | 0.0% | 0.0% | 64 | +468 | 0.88% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 50,929 | 2,582 | 0.01% | 0.01% | 65 | +16,825 | 49.33% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 50,289 | 2,549 | 0.0% | 0.0% | 66 | +7,346 | 17.11% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 48,216 | 2,444 | 0.0% | 0.0% | 67 | -194 | -0.4% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | New | 47,718 | 2,419 | 0.0% | — | 68 | +47,718 | New | Q4 2025 | Feb 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 41,895 | 2,124 | 0.04% | 0.03% | 69 | +21,775 | 108.23% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 41,360 | 2,096 | 0.0% | 0.0% | 70 | +23,240 | 128.26% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 40,275 | 2,042 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 38,699 | 1,962 | 0.0% | 0.0% | 72 | -24,422 | -38.69% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 37,537 | 1,903 | 0.01% | 0.0% | 73 | +27,685 | 281.01% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 34,247 | 1,736 | 0.0% | 0.0% | 74 | -167 | -0.49% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 33,702 | 1,708 | 0.0% | 0.0% | 75 | +3,631 | 12.07% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 32,758 | 1,660 | 0.08% | — | 76 | +32,758 | New | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 32,533 | 1,649 | 0.01% | 0.01% | 77 | -27,492 | -45.8% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 31,692 | 1,607 | 0.0% | 0.0% | 78 | +23,502 | 286.96% | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,930 | 1,568 | 0.0% | 0.01% | 79 | -89,099 | -74.23% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,487 | 1,546 | 0.0% | 0.0% | 80 | +5,139 | 20.27% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 30,216 | 1,531 | 0.0% | — | 81 | +30,216 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,410 | 1,389 | 0.0% | 0.0% | 82 | -1,375 | -4.78% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 26,867 | 1,362 | 0.16% | 0.37% | 83 | -23,007 | -46.13% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,767 | 1,305 | 0.0% | 0.0% | 84 | -1,181 | -4.38% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,624 | 1,197 | 0.0% | 0.0% | 85 | +492 | 2.13% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 22,679 | 1,149 | 0.01% | — | 86 | +22,679 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,307 | 1,130 | 0.0% | 0.0% | 87 | -2,022 | -8.31% | Q4 2025 | Feb 18, 2026 |
| Edgestream Partners, L.P. | History | New | 20,608 | 1,044 | 0.03% | — | 88 | +20,608 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 20,386 | 1,033 | 0.4% | 0.3% | 89 | +5,873 | 40.47% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 20,366 | 1,032 | 0.0% | 0.0% | 90 | +13,657 | 203.56% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 19,910 | 1,015 | 0.03% | 0.04% | 91 | +134 | 0.68% | Q4 2025 | Jan 20, 2026 |
| Irenic Capital Management LP | History | New | 20,000 | 1,014 | 0.07% | — | 92 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Fruth Investment Management | History | No change | 19,905 | 1,009 | 0.27% | 0.29% | 93 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,721 | 1,000 | 0.0% | 0.0% | 94 | -1,561 | -7.33% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,816 | 953 | 0.0% | 0.0% | 95 | -6,241 | -24.91% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 18,590 | 942 | 0.01% | 0.01% | 96 | -153 | -0.82% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,387 | 881 | 0.0% | 0.0% | 97 | -128,572 | -88.09% | Q4 2025 | Feb 12, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 17,288 | 876 | 0.14% | 0.39% | 98 | -29,609 | -63.14% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,804 | 851 | 0.0% | 0.0% | 99 | +10,246 | 156.24% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,669 | 844 | 0.01% | 0.01% | 100 | -65 | -0.39% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 16,522 | 837 | 0.0% | 0.0% | 101 | -943 | -5.4% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,121 | 817 | 0.0% | 0.0% | 102 | -5,029 | -23.78% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 16,073 | 814 | 0.0% | 0.0% | 103 | -858 | -5.07% | Q4 2025 | Feb 11, 2026 |
| Laurion Capital Management LP | History | New | 15,964 | 809 | 0.03% | — | 104 | +15,964 | New | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 15,235 | 772 | 0.0% | 0.0% | 105 | -22,279 | -59.39% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,941 | 757 | 0.01% | 0.01% | 106 | -1,816 | -10.84% | Q4 2025 | Feb 11, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 14,600 | 740 | 0.05% | 0.08% | 107 | -23,746 | -61.93% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,989 | 708 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,703 | 694 | 0.0% | 0.0% | 109 | -342 | -2.44% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,532 | 686 | 0.0% | — | 110 | +13,532 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,495 | 684 | 0.0% | 0.01% | 111 | -208,506 | -93.92% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 13,241 | 671 | 0.02% | 0.0% | 112 | +11,613 | 713.33% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,100 | 664 | 0.01% | 0.01% | 113 | -500 | -3.68% | Q4 2025 | Jan 16, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 13,027 | 660 | 0.07% | 0.07% | 114 | -215 | -1.62% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | Added to | 12,814 | 649 | 0.0% | 0.0% | 115 | +729 | 6.03% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,561 | 586 | 0.01% | 0.01% | 116 | -1,228 | -9.6% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,625 | 538 | 0.0% | 0.0% | 117 | -1,988 | -15.76% | Q4 2025 | Mar 09, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,552 | 534 | 0.05% | 0.12% | 118 | -10,029 | -48.73% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,525 | 533 | 0.0% | 0.0% | 119 | -451 | -4.11% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,341 | 524 | 0.0% | 0.01% | 120 | -638,469 | -98.41% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 9,939 | 503 | 0.01% | 0.0% | 121 | +4,732 | 90.88% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 9,847 | 499 | 0.01% | — | 122 | +9,847 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,641 | 490 | 0.0% | — | 123 | +9,641 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 9,543 | 483 | 0.01% | 0.01% | 124 | -423 | -4.24% | Q4 2025 | Feb 05, 2026 |
| AdvisorShares Investments LLC | History | New | 9,400 | 476 | 0.08% | — | 125 | +9,400 | New | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Added to | 9,221 | 467 | 0.04% | 0.04% | 126 | +761 | 9.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 9,062 | 459 | 0.03% | 0.03% | 127 | +192 | 2.16% | Q4 2025 | Feb 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,850 | 443 | 0.0% | 0.01% | 128 | -1,385 | -15.0% | Q4 2025 | Jan 21, 2026 |
| Entropy Technologies, LP | History | Reduced | 8,699 | 441 | 0.02% | 0.04% | 129 | -900 | -9.38% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 8,686 | 440 | 0.0% | 0.0% | 131 | -5,410 | -38.38% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,688 | 440 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,368 | 424 | 0.0% | 0.0% | 132 | -33 | -0.39% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 8,215 | 416 | 0.0% | 0.0% | 133 | -722 | -8.08% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 7,776 | 394 | 0.0% | 0.0% | 134 | -598 | -7.14% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,099 | 393 | 0.0% | 0.0% | 135 | -5,477 | -43.55% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 7,725 | 391 | 0.0% | 0.0% | 136 | -2,012 | -20.66% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,690 | 389 | 0.0% | 0.0% | 137 | -943 | -10.92% | Q4 2025 | Feb 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 7,460 | 378 | 0.0% | 0.0% | 138 | -1,169 | -13.55% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,105 | 360 | 0.0% | 0.0% | 139 | -408 | -5.43% | Q4 2025 | Feb 10, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 6,910 | 350 | 0.0% | — | 140 | +6,910 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,737 | 341 | 0.0% | 0.0% | 141 | -4,400 | -39.51% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,626 | 335 | 0.0% | 0.0% | 142 | -1,122 | -14.48% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 6,555 | 333 | 0.0% | — | 144 | +6,555 | New | Q4 2025 | Feb 19, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,582 | 333 | 0.0% | 0.0% | 143 | -50 | -0.75% | Q4 2025 | Feb 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 6,514 | 330 | 0.0% | — | 145 | +6,514 | New | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,300 | 320 | 0.0% | 0.0% | 146 | +300 | 5.0% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,287 | 318 | 0.0% | 0.0% | 147 | -304 | -4.61% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,000 | 304 | 0.0% | — | 148 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,811 | 294 | 0.01% | 0.01% | 149 | -1,114 | -16.09% | Q4 2025 | Jan 06, 2026 |
| ProShare Advisors LLC | History | Added to | 5,731 | 290 | 0.0% | 0.0% | 150 | +49 | 0.86% | Q4 2025 | Feb 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 5,717 | 289 | 0.0% | 0.01% | 151 | -1,261 | -18.07% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 5,339 | 270 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 5,155 | 261 | 0.01% | 0.02% | 153 | -2,417 | -31.92% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Reduced | 5,142 | 260 | 0.0% | 0.01% | 154 | -4,119 | -44.48% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,863 | 248 | 0.0% | 0.0% | 155 | -633 | -11.52% | Q4 2025 | Jan 28, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,803 | 243 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,519 | 229 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,436 | 224 | 0.0% | 0.0% | 158 | -3,009 | -40.42% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,241 | 215 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 4,145 | 210 | 0.0% | — | 160 | +4,145 | New | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 4,129 | 209 | 0.05% | 0.06% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 4,126 | 209 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,708 | 203 | 0.0% | — | 163 | +3,708 | New | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,271 | 166 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,837 | 143 | 0.0% | 0.0% | 165 | +1,101 | 63.42% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 2,800 | 141 | 0.0% | 0.0% | 166 | +2,700 | 2700.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,526 | 128 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,517 | 127 | 0.0% | 0.01% | 168 | -2,946 | -53.93% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,461 | 124 | 0.0% | 0.0% | 169 | -2,076 | -45.76% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,139 | 108 | 0.0% | 0.0% | 170 | -1,294 | -37.69% | Q4 2025 | Jan 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,057 | 104 | 0.0% | 0.0% | 171 | -3,750 | -64.58% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,583 | 80 | 0.0% | 0.0% | 172 | +1,336 | 540.89% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 1,393 | 71 | 0.04% | 0.02% | 173 | +653 | 88.24% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,382 | 70 | 0.0% | 0.0% | 174 | +1,159 | 519.73% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,245 | 63 | 0.0% | 0.0% | 175 | -234 | -15.82% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | Reduced | 1,253 | 63 | 0.02% | 0.02% | 176 | -181 | -12.62% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 1,085 | 55 | 0.0% | 0.0% | 177 | +233 | 27.35% | Q4 2025 | Jan 30, 2026 |
| KBC Group NV | History | No change | 1,013 | 51 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Reduced | 788 | 40 | 0.0% | 0.0% | 179 | -932 | -54.19% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 712 | 36 | 0.0% | 0.0% | 180 | +201 | 39.33% | Q4 2025 | Jan 26, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 700 | 35 | 0.01% | 0.02% | 182 | -500 | -41.67% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 706 | 35 | 0.0% | 0.0% | 181 | +86 | 13.87% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 615 | 31 | 0.0% | 0.0% | 183 | -33 | -5.09% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 575 | 29 | 0.0% | 0.0% | 184 | -42 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 493 | 25 | 0.0% | 0.0% | 185 | -6 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 476 | 24 | 0.0% | — | 188 | +476 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 475 | 24 | 0.0% | 0.0% | 186 | -202 | -29.84% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 486 | 24 | 0.0% | 0.0% | 187 | -4 | -0.82% | Q4 2025 | Mar 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 357 | 18 | 0.0% | 0.0% | 189 | +52 | 17.05% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 353 | 17 | 0.0% | — | 190 | +353 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 329 | 16 | 0.0% | 0.0% | 192 | -500 | -60.31% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 330 | 16 | 0.0% | — | 191 | +330 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 307 | 15 | 0.0% | 0.0% | 193 | +14 | 4.78% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 181 | 9 | 0.0% | 0.03% | 197 | -1,063 | -85.45% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 190 | 9 | 0.0% | 0.0% | 194 | -387 | -67.07% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 165 | 9 | 0.0% | — | 195 | +165 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 182 | 9 | 0.0% | 0.0% | 196 | +141 | 343.9% | Q4 2025 | Jan 20, 2026 |
| Torren Management, LLC | History | New | 151 | 7 | 0.0% | — | 198 | +151 | New | Q4 2025 | Jan 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 120 | 6 | 0.0% | 0.0% | 199 | -163 | -57.6% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 103 | 5 | 0.0% | 0.0% | 201 | -121 | -54.02% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 100 | 5 | 0.0% | — | 203 | +100 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 104 | 5 | 0.0% | 0.0% | 200 | -2 | -1.89% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 91 | 4 | 0.0% | 0.0% | 206 | -184 | -66.91% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 80 | 4 | 0.0% | 0.0% | 205 | -32 | -28.57% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Added to | 96 | 4 | 0.0% | 0.0% | 204 | +27 | 39.13% | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Optiver Holding B.V. | History | Reduced | 71 | 3 | 0.0% | 0.0% | 211 | -113 | -61.41% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 68 | 3 | 0.0% | 0.0% | 208 | +6 | 9.68% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 71 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 49 | 2 | 0.0% | 0.0% | 213 | -97 | -66.44% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 52 | 2 | 0.0% | — | 220 | +52 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 57 | 2 | 0.0% | — | 218 | +51 | 850.0% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | New | 48 | 2 | 0.0% | — | 212 | +48 | New | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 46 | 2 | 0.0% | — | 216 | +46 | New | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 40 | 2 | 0.0% | 0.0% | 219 | -40 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 214 | -4 | -8.33% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 222 | -1,347 | -98.32% | Q4 2025 | Jan 15, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 38 | 1 | 0.0% | — | 228 | +38 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 28 | 1 | 0.0% | — | 223 | +28 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 21 | 1 | 0.0% | — | 224 | +21 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 225 | -18 | -37.5% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 20 | 1 | 0.0% | — | 226 | +14 | 233.33% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 221 | -6 | -23.08% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -179,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -134,327 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.16% | — | -53,561 | -100.0% | Q3 2025 | Oct 24, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -43,461 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,377 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -13,878 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,808 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,714 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,569 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -9,440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.96% | — | -7,664 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,599 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,962 | -100.0% | Q3 2025 | Oct 30, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,034 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -99 | -90.83% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TOMPKINS FINANCIAL CORP | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 08, 2026 |
| First Command Advisory Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versant Capital Management, Inc | History | Reduced | 8 | 0 | — | — | — | -10 | -55.56% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +8 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 20, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 18 | 0 | — | 0.0% | — | -2 | -10.0% | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IFP Advisors, Inc | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |