ALASKA AIR GROUP, INC. - ALK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 | 11,059,404 | 556,288 | 0.01% | 0.01% | 1 | +110,628 | 1.01% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,524,043 | 529,359 | 0.01% | 0.01% | 2 | +236,553 | 2.3% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 6,490,727 | 326,483 | 0.02% | 0.03% | 3 | -4,901,342 | -43.02% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,202,679 | 311,991 | 0.07% | 0.07% | 4 | -70,405 | -1.12% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,331,564 | 217,877 | 0.11% | 0.08% | 5 | +1,106,948 | 34.33% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 3,421,192 | 172,085 | 0.01% | 0.01% | 6 | -19,901 | -0.58% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,299,634 | 165,971 | 0.02% | 0.03% | 7 | -485,465 | -12.83% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 3,260,830 | 164,019 | 0.12% | 0.13% | 8 | -198,579 | -5.74% | Q4 2025 | Feb 11, 2026 |
| Capital Research Global Investors | History | Added to | 3,175,350 | 159,720 | 0.03% | 0.02% | 9 | +1,475,350 | 86.79% | Q4 2025 | Feb 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 2,962,620 | 149,019 | 0.05% | 0.04% | 10 | +588,119 | 24.77% | Q4 2025 | Jan 22, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 2,280,772 | 114,722 | 1.22% | 0.8% | 11 | +491,752 | 27.49% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,149,777 | 108,165 | 0.01% | 0.01% | 12 | +35,352 | 1.67% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,030,466 | 102,132 | 0.11% | 0.07% | 13 | +1,138,411 | 127.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,921,213 | 96,637 | 0.01% | 0.0% | 14 | +280,337 | 17.08% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,901,583 | 95,649 | 0.02% | 0.01% | 15 | +1,428,489 | 301.95% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,787,099 | 89,891 | 0.11% | 0.06% | 16 | +811,147 | 83.11% | Q4 2025 | Feb 17, 2026 |
| PAR CAPITAL MANAGEMENT INC | History | Added to | 1,581,500 | 79,549 | 2.1% | 1.63% | 17 | +462,198 | 41.29% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,542,894 | 77,607 | 0.01% | 0.0% | 18 | +115,281 | 8.08% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 1,449,771 | 72,923 | 0.02% | 0.01% | 19 | +411,615 | 39.65% | Q4 2025 | Feb 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | New | 1,434,517 | 72,156 | 0.99% | — | 20 | +1,434,517 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,333,759 | 67,088 | 0.01% | 0.02% | 21 | -1,798,750 | -57.42% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,289,546 | 64,864 | 0.09% | 0.07% | 22 | +320,006 | 33.01% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,217,975 | 61,264 | 0.01% | 0.01% | 23 | +4,134 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 1,067,255 | 53,682 | 0.26% | — | 24 | +1,067,255 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,048,947 | 52,762 | 0.15% | 0.08% | 25 | +419,111 | 66.54% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,046,061 | 52,616 | 0.01% | 0.02% | 26 | -1,012,077 | -49.17% | Q4 2025 | Jan 29, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,032,564 | 51,937 | 0.07% | 0.08% | 27 | -51,787 | -4.78% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Added to | 974,582 | 49,021 | 0.35% | 0.15% | 28 | +562,134 | 136.29% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 973,636 | 48,973 | 0.01% | 0.01% | 29 | +153,340 | 18.69% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 939,498 | 47,256 | 0.0% | 0.0% | 30 | +733,326 | 355.69% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 911,639 | 45,855 | 0.01% | 0.01% | 31 | -20,472 | -2.2% | Q4 2025 | Feb 17, 2026 |
| Generate Investment Management Ltd | History | New | 800,000 | 40,240 | 1.84% | — | 32 | +800,000 | New | Q4 2025 | Jan 14, 2026 |
| ARGA Investment Management, LP | History | Added to | 754,321 | 37,942 | 1.03% | 0.33% | 33 | +503,167 | 200.34% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 725,571 | 36,496 | 0.01% | 0.01% | 34 | -478,127 | -39.72% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 687,900 | 34,601 | 0.07% | 0.05% | 35 | +152,900 | 28.58% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 681,109 | 34,259 | 0.13% | 0.07% | 36 | +373,973 | 121.76% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 589,159 | 29,634 | 0.01% | 0.0% | 37 | +567,900 | 2671.34% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 535,121 | 26,916 | 0.08% | 0.08% | 38 | -55,160 | -9.34% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 487,517 | 24,522 | 0.0% | 0.02% | 39 | -2,017,555 | -80.54% | Q4 2025 | Mar 25, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 455,934 | 22,933 | 2.46% | 2.09% | 40 | +84,569 | 22.77% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | Added to | 416,737 | 20,961 | 0.1% | 0.08% | 41 | +81,018 | 24.13% | Q4 2025 | Feb 12, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | Added to | 409,282 | 20,586 | 2.37% | 2.35% | 42 | +30,691 | 8.11% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Added to | 408,563 | 20,551 | 0.39% | 0.32% | 43 | +73,061 | 21.78% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 404,563 | 20,349 | 0.01% | 0.01% | 44 | -230,722 | -36.32% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 388,159 | 19,524 | 0.02% | 0.02% | 45 | +7,935 | 2.09% | Q4 2025 | Feb 13, 2026 |
| J. Goldman & Co LP | History | New | 386,094 | 19,420 | 0.51% | — | 46 | +386,094 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 385,346 | 19,382 | 0.02% | 0.01% | 47 | +57,169 | 17.42% | Q4 2025 | Feb 13, 2026 |
| Lodge Hill Capital, LLC | History | Reduced | 382,800 | 19,254 | 3.64% | 6.38% | 48 | -335,000 | -46.67% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 369,397 | 18,580 | 0.01% | 0.01% | 49 | +41,027 | 12.49% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 359,112 | 18,063 | 0.01% | 0.03% | 50 | -733,256 | -67.13% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 357,900 | 18,002 | 0.0% | 0.01% | 51 | -662,072 | -64.91% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 331,899 | 16,695 | 0.04% | 0.01% | 52 | +277,100 | 505.67% | Q4 2025 | Feb 06, 2026 |
| Squarepoint Ops LLC | History | Reduced | 301,700 | 15,175 | 0.02% | 0.02% | 53 | -27,300 | -8.3% | Q4 2025 | Feb 13, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 287,930 | 14,482 | 0.07% | 0.06% | 54 | +33,090 | 12.98% | Q4 2025 | Feb 06, 2026 |
| Bridgewater Associates, LP | History | Added to | 272,861 | 13,724 | 0.05% | 0.04% | 55 | +83,636 | 44.2% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 272,524 | 13,707 | 0.41% | 0.01% | 56 | +268,480 | 6638.97% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 271,504 | 13,656 | 0.03% | 0.02% | 57 | +108,793 | 66.86% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 263,030 | 13,230 | 0.01% | 0.01% | 58 | -5,748 | -2.14% | Q4 2025 | Feb 02, 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | History | New | 260,000 | 13,078 | 5.79% | — | 59 | +260,000 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 235,052 | 11,823 | 0.04% | 0.04% | 60 | -211 | -0.09% | Q4 2025 | Jan 15, 2026 |
| Walleye Capital LLC | History | Added to | 228,077 | 11,472 | 0.04% | 0.01% | 61 | +180,577 | 380.16% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | New | 226,465 | 11,391 | 0.89% | — | 62 | +226,465 | New | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 215,304 | 10,829 | 0.01% | 0.01% | 63 | +57,259 | 36.23% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 213,689 | 10,748 | 0.0% | 0.0% | 64 | +20,302 | 10.5% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 209,999 | 10,562 | 0.02% | 0.02% | 65 | +7,052 | 3.47% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 209,919 | 10,558 | 0.01% | 0.01% | 66 | -1,149 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 209,871 | 10,556 | 0.0% | 0.0% | 67 | -2,478 | -1.17% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 198,321 | 9,975 | 0.06% | 0.06% | 68 | -167 | -0.08% | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 189,233 | 9,749 | 0.02% | 0.02% | 69 | -6,477 | -3.31% | Q4 2025 | Jan 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 191,220 | 9,618 | 0.01% | 0.02% | 70 | -229,803 | -54.58% | Q4 2025 | Feb 13, 2026 |
| swisspartners Advisors Ltd | History | Added to | 190,290 | 9,560 | 6.94% | 6.99% | 71 | +19,750 | 11.58% | Q4 2025 | Feb 04, 2026 |
| NORGES BANK | History | New | 181,416 | 9,125 | 0.0% | — | 72 | +181,416 | New | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 171,025 | 8,602 | 0.0% | 0.0% | 73 | +137,507 | 410.25% | Q4 2025 | Feb 13, 2026 |
| First Washington CORP | History | Reduced | 164,307 | 8,264 | 2.14% | 2.21% | 74 | -1,633 | -0.98% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 162,705 | 8,184 | 0.0% | 0.0% | 75 | +12,480 | 8.31% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 161,837 | 8,140 | 0.01% | 0.01% | 76 | +41,207 | 34.16% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 160,298 | 8,062 | 0.03% | 0.03% | 77 | -6,507 | -3.9% | Q4 2025 | Jan 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 156,859 | 7,890 | 0.13% | 0.08% | 78 | +60,204 | 62.29% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 153,573 | 7,704 | 0.0% | 0.03% | 79 | -817,030 | -84.18% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 150,652 | 7,577 | 0.0% | 0.0% | 80 | +41,512 | 38.04% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 142,459 | 7,165 | 0.02% | 0.01% | 81 | +87,676 | 160.04% | Q4 2025 | Feb 10, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 140,395 | 7,061 | 0.02% | 0.02% | 82 | +32,667 | 30.32% | Q4 2025 | Feb 13, 2026 |
| Shellback Capital, LP | History | Reduced | 140,000 | 7,042 | 0.67% | 0.69% | 83 | -80,000 | -36.36% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 139,210 | 7,002 | 0.01% | 0.01% | 84 | +10,228 | 7.93% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 138,343 | 6,958 | 0.01% | 0.01% | 85 | +55,355 | 66.7% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 137,538 | 6,918 | 0.02% | 0.01% | 86 | +68,321 | 98.71% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 135,232 | 6,802 | 0.01% | 0.07% | 87 | -1,195,287 | -89.84% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 135,044 | 6,792 | 0.0% | 0.0% | 88 | -25,386 | -15.82% | Q4 2025 | Feb 13, 2026 |
| TOWLE & CO | History | Reduced | 132,291 | 6,654 | 1.76% | 1.76% | 89 | -7,711 | -5.51% | Q4 2025 | Feb 12, 2026 |
| Crawford Fund Management, LLC | History | Added to | 128,000 | 6,438 | 0.85% | 0.62% | 90 | +50,000 | 64.1% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 125,000 | 6,287 | 0.1% | — | 91 | +125,000 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 121,900 | 6,131 | 0.0% | 0.01% | 92 | -189,972 | -60.91% | Q4 2025 | Feb 11, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 120,303 | 6,051 | 0.09% | — | 93 | +120,303 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 116,444 | 5,857 | 0.0% | 0.0% | 94 | -2,949 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Heights Point Management, LP | History | New | 108,980 | 5,481 | 4.67% | — | 95 | +108,980 | New | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 108,818 | 5,473 | 0.01% | 0.01% | 96 | -64,792 | -37.32% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 102,509 | 5,157 | 0.0% | 0.0% | 97 | +4,247 | 4.32% | Q4 2025 | Feb 17, 2026 |
| tru Independence LLC | History | Added to | 102,001 | 5,130 | 1.29% | 1.26% | 98 | +4,290 | 4.39% | Q4 2025 | Jan 22, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 100,000 | 5,030 | 0.15% | 0.13% | 99 | +15,752 | 18.7% | Q4 2025 | Feb 17, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 99,470 | 5,003 | 0.24% | 0.26% | 100 | -3,200 | -3.12% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 99,429 | 5,001 | 0.01% | 0.01% | 101 | -5,780 | -5.49% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 98,735 | 4,966 | 0.0% | 0.0% | 102 | -5,649 | -5.41% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 97,041 | 4,881 | 0.01% | 0.01% | 103 | -16,103 | -14.23% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | New | 93,381 | 4,697 | 0.01% | — | 104 | +93,381 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 88,828 | 4,468 | 0.0% | 0.0% | 105 | +31,113 | 53.91% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Reduced | 88,489 | 4,450 | 0.06% | 0.06% | 106 | -1 | -0.0% | Q4 2025 | Jan 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 84,297 | 4,240 | 0.0% | — | 107 | +84,297 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 84,257 | 4,234 | 0.0% | 0.0% | 108 | +49,762 | 144.26% | Q4 2025 | Mar 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 82,245 | 4,136 | 0.02% | 0.04% | 109 | -51,503 | -38.51% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 80,902 | 4,070 | 0.0% | — | 110 | +80,902 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 74,863 | 3,765 | 0.0% | 0.0% | 111 | -5,631 | -7.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 70,138 | 3,527 | 0.01% | 0.0% | 112 | +26,310 | 60.03% | Q4 2025 | Jan 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 69,634 | 3,502 | 0.0% | 0.01% | 113 | -124,415 | -64.12% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 67,941 | 3,417 | 0.03% | — | 114 | +67,941 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 67,197 | 3,379 | 0.0% | 0.0% | 115 | +15,682 | 30.44% | Q4 2025 | Feb 13, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | Reduced | 66,427 | 3,341 | 0.36% | 0.36% | 116 | -341 | -0.51% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 65,923 | 3,315 | 0.0% | 0.0% | 117 | -1,929 | -2.84% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | New | 62,210 | 3,129 | 0.15% | — | 118 | +62,210 | New | Q4 2025 | Feb 11, 2026 |
| Daytona Street Capital LLC | History | New | 61,573 | 3,097 | 2.41% | — | 119 | +61,573 | New | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 60,266 | 3,031 | 0.0% | 0.0% | 120 | +47,031 | 355.35% | Q4 2025 | Jan 09, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 59,271 | 2,981 | 0.05% | 0.04% | 121 | +10,750 | 22.16% | Q4 2025 | Feb 17, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 59,151 | 2,975 | 0.26% | 0.27% | 122 | -1,415 | -2.34% | Q4 2025 | Jan 30, 2026 |
| Swiss National Bank | History | Reduced | 56,900 | 2,862 | 0.0% | 0.0% | 123 | -1,700 | -2.9% | Q4 2025 | Feb 12, 2026 |
| Black Maple Capital Management LP | History | New | 56,500 | 2,841 | 1.99% | — | 124 | +56,500 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 56,423 | 2,838 | 0.0% | 0.0% | 125 | -5,037 | -8.2% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 53,565 | 2,694 | 0.02% | 0.02% | 126 | +316 | 0.59% | Q4 2025 | Feb 05, 2026 |
| FIL Ltd | History | New | 50,000 | 2,515 | 0.0% | — | 127 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 49,355 | 2,482 | 0.01% | — | 128 | +49,355 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 48,597 | 2,444 | 0.01% | 0.01% | 129 | -4,205 | -7.96% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 48,535 | 2,441 | 0.02% | 0.02% | 130 | -3,124 | -6.05% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 48,271 | 2,428 | 0.03% | 0.03% | 131 | -4,983 | -9.36% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 47,688 | 2,423 | 0.01% | 0.01% | 132 | -2,042 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 48,130 | 2,421 | 0.01% | 0.01% | 133 | -3,516 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 46,995 | 2,363 | 0.01% | 0.01% | 134 | +15,750 | 50.41% | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | Added to | 46,447 | 2,336 | 0.19% | 0.08% | 135 | +26,107 | 128.35% | Q4 2025 | Feb 17, 2026 |
| MAVERICK CAPITAL LTD | History | New | 44,862 | 2,256 | 0.02% | — | 136 | +44,862 | New | Q4 2025 | Feb 13, 2026 |
| Delta Global Management LP | History | New | 43,736 | 2,199 | 0.16% | — | 137 | +43,736 | New | Q4 2025 | Feb 18, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 43,422 | 2,184 | 0.23% | — | 138 | +43,422 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 42,919 | 2,158 | 0.0% | 0.0% | 139 | +36,945 | 618.43% | Q4 2025 | Mar 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 41,877 | 2,106 | 0.01% | 0.01% | 140 | +2,287 | 5.78% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 41,160 | 2,070 | 0.11% | 0.06% | 141 | +20,170 | 96.09% | Q4 2025 | Feb 11, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 40,909 | 2,057 | 0.36% | 0.37% | 142 | +24 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Caption Management, LLC | History | New | 40,500 | 2,037 | 0.01% | — | 143 | +40,500 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 38,595 | 1,941 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 38,475 | 1,935 | 2.37% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 38,414 | 1,932 | 0.0% | 0.0% | 146 | +313 | 0.82% | Q4 2025 | Feb 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 37,013 | 1,861 | 0.08% | 0.03% | 147 | +20,149 | 119.48% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,446 | 1,833 | 0.0% | 0.0% | 148 | +4,357 | 13.58% | Q4 2025 | Feb 12, 2026 |
| Lesa Sroufe & Co | History | Reduced | 36,349 | 1,828 | 1.36% | 1.47% | 149 | -240 | -0.66% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 35,085 | 1,764 | 0.0% | 0.0% | 150 | +2,655 | 8.19% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 34,700 | 1,745 | 0.01% | 0.01% | 151 | -3,700 | -9.64% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 34,435 | 1,732 | 0.13% | 0.16% | 152 | -5,325 | -13.39% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 36,207 | 1,723 | 0.02% | 0.02% | 153 | -274 | -0.75% | Q4 2025 | Jan 21, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 32,928 | 1,656 | 0.17% | 0.13% | 154 | +7,668 | 30.36% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 32,635 | 1,641 | 0.0% | 0.0% | 155 | -1,600 | -4.67% | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | No change | 32,600 | 1,639 | 1.0% | 1.12% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 32,343 | 1,626 | 0.0% | 0.0% | 157 | +24,539 | 314.44% | Q4 2025 | Mar 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 32,100 | 1,614 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Shay Capital LLC | History | New | 31,887 | 1,603 | 0.17% | — | 159 | +31,887 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 30,542 | 1,536 | 0.0% | 0.0% | 160 | +23,851 | 356.46% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | Reduced | 30,493 | 1,533 | 0.09% | 0.09% | 161 | -38 | -0.12% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 30,416 | 1,529 | 0.0% | 0.0% | 162 | +7,740 | 34.13% | Q4 2025 | Jan 30, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | New | 30,000 | 1,509 | 0.25% | — | 163 | +30,000 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 29,782 | 1,498 | 0.05% | — | 164 | +29,782 | New | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | New | 29,417 | 1,479 | 0.43% | — | 165 | +29,417 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 29,025 | 1,459 | 0.01% | 0.01% | 166 | -569 | -1.92% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,408 | 1,428 | 0.03% | 0.03% | 167 | +407 | 1.45% | Q4 2025 | Feb 02, 2026 |
| Graham Capital Management, L.P. | History | Added to | 27,533 | 1,384 | 0.03% | 0.0% | 168 | +23,232 | 540.15% | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 27,400 | 1,378 | 0.01% | 0.01% | 169 | -100 | -0.36% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 26,966 | 1,356 | 0.01% | 0.02% | 170 | -3,346 | -11.04% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 26,613 | 1,338 | 0.15% | 0.05% | 171 | +18,135 | 213.91% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 25,951 | 1,305 | 0.02% | 0.02% | 172 | +249 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 25,263 | 1,270 | 0.01% | — | 173 | +25,263 | New | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 25,100 | 1,263 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 25,100 | 1,262 | 0.0% | 4.55% | 175 | +5,400 | 27.41% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 23,700 | 1,192 | 0.08% | — | 176 | +23,700 | New | Q4 2025 | Feb 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 23,373 | 1,175 | 0.03% | 0.03% | 177 | +3,386 | 16.94% | Q4 2025 | Feb 13, 2026 |
| Hara Capital LLC | History | New | 23,301 | 1,172 | 0.65% | — | 178 | +23,301 | New | Q4 2025 | Jan 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 23,199 | 1,166 | 0.01% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BAILARD, INC. | History | Reduced | 22,890 | 1,151 | 0.03% | 0.03% | 180 | -1,532 | -6.27% | Q4 2025 | Feb 04, 2026 |
| Oak Thistle LLC | History | Reduced | 22,712 | 1,142 | 0.16% | 0.25% | 181 | -10,153 | -30.89% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Reduced | 22,690 | 1,141 | 0.0% | 0.0% | 182 | -37,695 | -62.42% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 22,713 | 1,136 | 0.0% | 0.0% | 183 | -1,252 | -5.22% | Q4 2025 | Feb 18, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 22,522 | 1,132 | 0.01% | 0.02% | 184 | -18,042 | -44.48% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 22,428 | 1,128 | 0.0% | — | 186 | +22,428 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,422 | 1,128 | 0.0% | 0.0% | 185 | +7,114 | 46.47% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 100,998 | 1,124 | 0.0% | 0.0% | 187 | +67,882 | 204.98% | Q4 2025 | Mar 09, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,036 | 1,108 | 0.02% | 0.01% | 188 | +10,023 | 83.43% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 21,985 | 1,106 | 0.12% | 0.13% | 189 | -2,045 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Added to | 21,713 | 1,092 | 0.17% | 0.12% | 190 | +8,813 | 68.32% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 21,257 | 1,069 | 0.03% | 0.03% | 191 | -358 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Added to | 21,024 | 1,057 | 0.0% | 0.0% | 192 | +5,834 | 38.41% | Q4 2025 | Feb 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,419 | 1,027 | 0.0% | 0.0% | 193 | +3,256 | 18.97% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,333 | 1,022 | 0.0% | 0.0% | 194 | -1,538 | -7.03% | Q4 2025 | Feb 12, 2026 |
| Privium Fund Management (UK) Ltd | History | Added to | 20,033 | 1,007 | 0.75% | 0.44% | 195 | +5,568 | 38.49% | Q4 2025 | Feb 03, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 19,540 | 982 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,473 | 979 | 0.0% | 0.0% | 197 | -1,806 | -8.49% | Q4 2025 | Feb 17, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 19,172 | 964 | 0.32% | 0.31% | 198 | -259 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 18,907 | 951 | 0.06% | 0.06% | 199 | +1,283 | 7.28% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,887 | 950 | 0.01% | 0.01% | 200 | -1,722 | -8.36% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,556 | 933 | 0.0% | 0.0% | 201 | +4,259 | 29.79% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 18,418 | 926 | 0.0% | — | 202 | +18,418 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,035 | 907 | 0.0% | 0.0% | 203 | -1,023 | -5.37% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,803 | 895 | 0.0% | 0.0% | 204 | +5,792 | 48.22% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,061 | 858 | 0.0% | 0.0% | 205 | -2,602 | -13.23% | Q4 2025 | Feb 11, 2026 |
| Barnett & Company, Inc. | History | Reduced | 16,992 | 854 | 0.69% | 1.03% | 206 | -9,885 | -36.78% | Q4 2025 | Feb 12, 2026 |
| Qsemble Capital Management, LP | History | New | 15,933 | 801 | 0.07% | — | 207 | +15,933 | New | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,088 | 759 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 15,006 | 754 | 0.05% | — | 209 | +15,006 | New | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 14,647 | 736 | 0.01% | 0.01% | 210 | +281 | 1.96% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 14,430 | 725 | 0.02% | 0.04% | 211 | -2,810 | -16.3% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,252 | 723 | 0.0% | 0.0% | 212 | -15,399 | -51.93% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,344 | 722 | 0.0% | 0.0% | 213 | -1,646 | -10.29% | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 13,964 | 702 | 0.01% | 0.01% | 214 | +4,851 | 53.23% | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 13,369 | 672 | 0.04% | 0.06% | 215 | -7,747 | -36.69% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,328 | 670 | 0.0% | 0.0% | 216 | +2,538 | 23.52% | Q4 2025 | Feb 17, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 13,231 | 665 | 0.01% | 0.01% | 217 | -2,801 | -17.47% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,173 | 662 | 0.0% | 0.0% | 218 | +3,256 | 32.83% | Q4 2025 | Feb 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,051 | 656 | 0.03% | 0.03% | 219 | -64 | -0.49% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 13,040 | 653 | 0.0% | 0.0% | 220 | +2,251 | 20.86% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 12,763 | 641 | 0.0% | 0.01% | 221 | -2,566 | -16.74% | Q4 2025 | Feb 12, 2026 |
| Sunpointe, LLC | History | New | 12,738 | 640 | 0.21% | — | 222 | +12,738 | New | Q4 2025 | Jan 23, 2026 |
| Permanent Capital Management, LP | History | Reduced | 12,394 | 623 | 0.12% | 0.12% | 223 | -1 | -0.01% | Q4 2025 | Jan 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,219 | 614 | 0.01% | 0.01% | 224 | +967 | 8.59% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 12,179 | 613 | 0.0% | 0.01% | 225 | -23,998 | -66.33% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,179 | 612 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 11,990 | 603 | 0.06% | 0.06% | 227 | +126 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 11,814 | 594 | 0.04% | 0.03% | 228 | +387 | 3.39% | Q4 2025 | Jan 29, 2026 |
| Cinctive Capital Management LP | History | New | 11,766 | 591 | 0.03% | — | 229 | +11,766 | New | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 11,498 | 578 | 0.02% | 0.0% | 230 | +10,798 | 1542.57% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,421 | 574 | 0.01% | 0.01% | 231 | -1,185 | -9.4% | Q4 2025 | Jan 23, 2026 |
| Plan Group Financial, LLC | History | Reduced | 11,313 | 569 | 0.15% | 0.2% | 232 | -3,938 | -25.82% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 11,052 | 556 | 0.0% | 0.0% | 233 | +1,158 | 11.7% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,710 | 538 | 0.0% | 0.0% | 234 | +1,121 | 11.69% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,618 | 534 | 0.0% | 0.0% | 235 | -2,785 | -20.78% | Q4 2025 | Feb 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 10,565 | 531 | 0.04% | 0.12% | 236 | -20,289 | -65.76% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | New | 10,436 | 524 | 0.0% | — | 237 | +10,436 | New | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 10,333 | 519 | 0.06% | 0.03% | 238 | +4,851 | 88.49% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,040 | 505 | 0.0% | 0.0% | 239 | -4,501 | -30.95% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 10,041 | 505 | 0.01% | 0.01% | 240 | -19 | -0.19% | Q4 2025 | Feb 12, 2026 |
| RBF Capital, LLC | History | Reduced | 10,000 | 503 | 0.02% | 0.03% | 241 | -5,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 9,834 | 494 | 0.01% | — | 242 | +9,834 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 9,521 | 479 | 0.04% | 0.08% | 243 | -10,729 | -52.98% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 9,516 | 478 | 0.05% | 0.05% | 244 | -572 | -5.67% | Q4 2025 | Jan 27, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,328 | 469 | 0.0% | 0.0% | 245 | -973 | -9.45% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,274 | 466 | 0.0% | 0.0% | 246 | -12,879 | -58.14% | Q4 2025 | Feb 18, 2026 |
| Cadence Bank | History | Added to | 9,125 | 458 | 0.03% | 0.03% | 247 | +264 | 2.98% | Q4 2025 | Jan 30, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 9,012 | 453 | 0.11% | 0.11% | 248 | +55 | 0.61% | Q4 2025 | Jan 16, 2026 |
| Quantitative Investment Management, LLC | History | New | 8,923 | 448 | 0.04% | — | 249 | +8,923 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,812 | 443 | 0.0% | 0.0% | 250 | +500 | 6.02% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,797 | 442 | 0.01% | 0.01% | 251 | -201 | -2.23% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,750 | 440 | 0.01% | 0.01% | 252 | +100 | 1.16% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,567 | 431 | 0.0% | 0.0% | 253 | -470 | -5.2% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 8,495 | 427 | 0.05% | 0.03% | 254 | +3,757 | 79.3% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,420 | 423 | 0.03% | — | 255 | +8,420 | New | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 8,389 | 421 | 0.02% | 0.01% | 256 | -247 | -2.86% | Q4 2025 | Feb 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 8,376 | 421 | 0.0% | 0.01% | 257 | -223 | -2.59% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,335 | 419 | 0.01% | 0.0% | 258 | +6,520 | 359.23% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,288 | 416 | 0.01% | 0.02% | 259 | -4,650 | -35.94% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,110 | 407 | 0.0% | 0.0% | 260 | +30 | 0.37% | Q4 2025 | Jan 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,035 | 404 | 0.01% | 0.01% | 261 | -1,465 | -15.42% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Reduced | 7,999 | 402 | 0.0% | 0.0% | 262 | -970 | -10.82% | Q4 2025 | Jan 28, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 7,755 | 390 | 0.05% | 0.06% | 263 | -250 | -3.12% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,656 | 385 | 0.01% | 0.01% | 264 | -1,202 | -13.57% | Q4 2025 | Feb 03, 2026 |
| Havemeyer Place LP | History | New | 7,400 | 372 | 0.07% | — | 265 | +7,400 | New | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,282 | 366 | 0.01% | 0.01% | 266 | -76 | -1.03% | Q4 2025 | Feb 17, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 7,238 | 364 | 0.04% | 0.04% | 267 | -241 | -3.22% | Q4 2025 | Feb 12, 2026 |
| First Pacific Financial | History | Reduced | 7,160 | 360 | 0.05% | 0.05% | 268 | -286 | -3.84% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,143 | 359 | 0.0% | 0.01% | 269 | -10,007 | -58.35% | Q4 2025 | Jan 26, 2026 |
| Ethic Inc. | History | Reduced | 6,912 | 347 | 0.01% | 0.01% | 270 | -347 | -4.78% | Q4 2025 | Feb 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,880 | 346 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 6,870 | 345 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 6,799 | 341 | 0.01% | — | 273 | +6,799 | New | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,343 | 319 | 0.0% | 0.0% | 274 | +89 | 1.42% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,330 | 318 | 0.0% | 0.0% | 275 | -3,613 | -36.34% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,329 | 318 | 0.01% | 0.0% | 276 | +3,303 | 109.15% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 6,311 | 317 | 0.01% | 0.03% | 277 | -37,039 | -85.44% | Q4 2025 | Feb 13, 2026 |
| Scientech Research LLC | History | Reduced | 6,266 | 315 | 0.2% | 0.22% | 278 | -6,547 | -51.1% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 6,100 | 306 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 6,083 | 305 | 0.01% | — | 280 | +6,083 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,049 | 304 | 0.0% | 0.01% | 281 | -1,957 | -24.44% | Q4 2025 | Feb 09, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 6,024 | 303 | 0.15% | 0.19% | 282 | +700 | 13.15% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,000 | 301 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 5,906 | 297 | 0.12% | 0.15% | 284 | -2,794 | -32.11% | Q4 2025 | Jan 27, 2026 |
| Bensler, LLC | History | No change | 5,868 | 295 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,864 | 294 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 5,824 | 292 | 0.0% | 0.0% | 287 | -1,370 | -19.04% | Q4 2025 | Jan 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,762 | 289 | 0.0% | 0.0% | 288 | -142 | -2.41% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,625 | 282 | 0.0% | 0.02% | 289 | -25,888 | -82.15% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,599 | 281 | 0.0% | 0.0% | 291 | -3,417 | -37.9% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,596 | 281 | 0.0% | 0.0% | 290 | -796 | -12.45% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,352 | 269 | 0.0% | 0.0% | 292 | +818 | 18.04% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | New | 5,349 | 267 | 0.01% | — | 293 | +5,349 | New | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,308 | 267 | 0.0% | 0.01% | 294 | -920 | -14.77% | Q4 2025 | Jan 29, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 5,234 | 263 | 0.02% | — | 295 | +5,234 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,231 | 263 | 0.0% | 0.0% | 296 | +748 | 16.69% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,150 | 259 | 0.01% | 0.01% | 297 | +150 | 3.0% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 5,132 | 258 | 0.02% | 0.02% | 298 | -195 | -3.66% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | New | 5,001 | 254 | 0.01% | — | 299 | +5,001 | New | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,016 | 252 | 0.0% | 0.0% | 300 | -165 | -3.18% | Q4 2025 | Jan 29, 2026 |
| Credit Capital Investments LLC | History | New | 5,000 | 251 | 0.24% | — | 301 | +5,000 | New | Q4 2025 | Feb 03, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 5,048 | 246 | 0.06% | 0.06% | 302 | +162 | 3.32% | Q4 2025 | Jan 23, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 4,746 | 241 | 0.03% | 0.03% | 303 | +624 | 15.14% | Q4 2025 | Feb 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 4,730 | 237 | 0.03% | — | 304 | +4,730 | New | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,698 | 236 | 0.0% | 0.0% | 305 | -77 | -1.61% | Q4 2025 | Jan 21, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,651 | 233 | 0.0% | 0.0% | 306 | -252 | -5.14% | Q4 2025 | Feb 06, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 4,635 | 233 | 0.1% | 0.13% | 307 | -94 | -1.99% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,622 | 232 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 4,607 | 231 | 0.13% | 0.15% | 309 | -7 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 4,546 | 228 | 0.0% | 0.0% | 310 | -1,091 | -19.35% | Q4 2025 | Jan 27, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 4,500 | 226 | 0.16% | — | 311 | +4,500 | New | Q4 2025 | Jan 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 4,212 | 211 | 0.02% | 0.03% | 312 | -340 | -7.47% | Q4 2025 | Jan 09, 2026 |
| Baker Ellis Asset Management LLC | History | New | 4,094 | 205 | 0.02% | — | 314 | +4,094 | New | Q4 2025 | Jan 21, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 4,084 | 205 | 0.0% | — | 313 | +4,084 | New | Q4 2025 | Feb 13, 2026 |
| North Dakota State Investment Board | History | New | 4,062 | 204 | 0.01% | — | 315 | +4,062 | New | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,043 | 203 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pacific Asset Management, LLC | History | No change | 4,050 | 203 | 0.12% | 0.14% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Asset Management Inc | History | No change | 4,034 | 202 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 4,016 | 201 | 0.0% | — | 320 | +4,016 | New | Q4 2025 | Feb 05, 2026 |
| Wayfinding Financial, LLC | History | New | 4,004 | 201 | 0.09% | — | 322 | +4,004 | New | Q4 2025 | Feb 12, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | New | 4,000 | 201 | 0.06% | — | 321 | +4,000 | New | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 4,016 | 201 | 0.0% | 0.0% | 319 | -3,355 | -45.52% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,011 | 201 | 0.01% | 0.01% | 323 | -376 | -8.57% | Q4 2025 | Jan 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,650 | 184 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,983 | 150 | 0.11% | 0.05% | 326 | +906 | 43.62% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,994 | 150 | 0.0% | 0.0% | 325 | -186 | -5.85% | Q4 2025 | Jan 20, 2026 |
| STRS OHIO | History | Reduced | 2,751 | 138 | 0.0% | 0.01% | 327 | -72,806 | -96.36% | Q4 2025 | Feb 02, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 2,409 | 121 | 0.05% | 0.06% | 328 | -183 | -7.06% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,327 | 117 | 0.0% | 0.0% | 329 | +1,113 | 91.68% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 2,287 | 115 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,040 | 102 | 0.02% | 0.02% | 331 | +1 | 0.05% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,015 | 101 | 0.0% | 0.0% | 332 | +81 | 4.19% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,965 | 98 | 0.01% | 0.01% | 333 | -195 | -9.03% | Q4 2025 | Feb 03, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,872 | 94 | 0.0% | 0.0% | 334 | -10,300 | -84.62% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 1,574 | 79 | 0.0% | 0.0% | 335 | -19 | -1.19% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Reduced | 1,507 | 75 | 0.01% | 0.03% | 336 | -872 | -36.65% | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,474 | 74 | 0.06% | — | 337 | +1,474 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,389 | 70 | 0.0% | 0.0% | 338 | -199 | -12.53% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,327 | 66 | 0.01% | 0.01% | 339 | -901 | -40.44% | Q4 2025 | Jan 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,256 | 63 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,185 | 59 | 0.0% | 0.0% | 341 | -1,215 | -50.63% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 1,172 | 58 | 0.0% | 0.0% | 342 | +487 | 71.09% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,136 | 57 | 0.0% | 0.0% | 343 | -362 | -24.17% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,073 | 53 | 0.0% | 0.0% | 344 | -957 | -47.14% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,023 | 51 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,000 | 50 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 970 | 49 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacific Center for Financial Services | History | No change | 1,000 | 49 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 910 | 45 | 0.0% | 0.0% | 349 | +212 | 30.37% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 890 | 44 | 0.0% | 0.01% | 351 | -1,944 | -68.6% | Q4 2025 | Feb 06, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 890 | 44 | 0.0% | 0.0% | 350 | -10 | -1.11% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 745 | 37 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 721 | 36 | 0.0% | 0.0% | 353 | +413 | 134.09% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 685 | 34 | 0.0% | 0.0% | 355 | +485 | 242.5% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 683 | 34 | 0.0% | 0.0% | 354 | -22 | -3.12% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 653 | 32 | 0.0% | — | 356 | +653 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 651 | 32 | 0.0% | 0.0% | 357 | -187 | -22.32% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 647 | 32 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 590 | 29 | 0.0% | 0.0% | 359 | -212 | -26.43% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 539 | 27 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 512 | 25 | 0.0% | — | 361 | +512 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 504 | 25 | 0.0% | 0.0% | 362 | +126 | 33.33% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 485 | 24 | 0.0% | 0.0% | 363 | +92 | 23.41% | Q4 2025 | Feb 09, 2026 |
| Gould Capital, LLC | History | Added to | 470 | 23 | 0.01% | 0.01% | 364 | +20 | 4.44% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 404 | 20 | 0.0% | 0.0% | 365 | -916 | -69.39% | Q4 2025 | Feb 09, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 400 | 20 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 388 | 19 | 0.0% | 0.0% | 368 | +150 | 63.03% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | No change | 391 | 19 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | Added to | 370 | 18 | 0.0% | — | 369 | +350 | 1750.0% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 375 | 18 | 0.01% | 0.01% | 371 | -11 | -2.85% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | No change | 360 | 18 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Smithfield Trust Co | History | No change | 315 | 16 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Perkins Coie Trust Co | History | No change | 300 | 15 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 266 | 13 | 0.01% | — | 375 | +266 | New | Q4 2025 | Jan 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 275 | 13 | 0.0% | 0.0% | 374 | +134 | 95.04% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 254 | 12 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hamrick Investment Counsel, llc | History | New | 225 | 11 | 0.01% | — | 380 | +225 | New | Q4 2025 | Mar 31, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 223 | 11 | 0.0% | 0.0% | 377 | +90 | 67.67% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 229 | 11 | 0.0% | 0.0% | 378 | -9 | -3.78% | Q4 2025 | Feb 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 232 | 11 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 193 | 10 | 0.0% | 0.0% | 382 | -593 | -75.45% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 207 | 10 | 0.0% | 0.0% | 385 | -86 | -29.35% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 213 | 10 | 0.0% | 0.0% | 383 | -81 | -27.55% | Q4 2025 | Feb 18, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 202 | 10 | 0.0% | 0.0% | 386 | +4 | 2.02% | Q4 2025 | Jan 22, 2026 |
| Clean Yield Group | History | No change | 200 | 10 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Covestor Ltd | History | Reduced | 184 | 9 | 0.0% | 0.03% | 390 | -1,024 | -84.77% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 184 | 9 | 0.01% | — | 391 | +184 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 182 | 9 | 0.0% | — | 388 | +182 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 185 | 9 | 0.0% | 0.0% | 389 | -55 | -22.92% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 198 | 9 | 0.0% | 0.0% | 387 | -21 | -9.59% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | Reduced | 166 | 8 | 0.0% | 0.0% | 392 | -134 | -44.67% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 167 | 8 | 0.0% | 0.0% | 393 | +44 | 35.77% | Q4 2025 | Feb 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 140 | 7 | 0.0% | — | 398 | +140 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 141 | 7 | 0.0% | 0.0% | 397 | +100 | 243.9% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 150 | 7 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 128 | 6 | 0.0% | — | 400 | +128 | New | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 138 | 6 | 0.0% | 0.0% | 401 | -21 | -13.21% | Q4 2025 | Feb 24, 2026 |
| Sound Income Strategies, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Breakwater Investment Management | History | No change | 128 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 137 | 5 | 0.0% | — | 404 | +137 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 111 | 5 | 0.0% | 0.0% | 405 | +36 | 48.0% | Q4 2025 | Jan 14, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 100 | 5 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ares Financial Consulting, LLC | History | New | 88 | 4 | 0.0% | — | 414 | +88 | New | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 88 | 4 | 0.0% | 0.0% | 412 | +15 | 20.55% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 84 | 4 | 0.0% | 0.0% | 413 | +8 | 10.53% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 99 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 89 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 73 | 3 | 0.0% | 0.02% | 420 | -1,324 | -94.77% | Q4 2025 | Jan 08, 2026 |
| NATIXIS | History | New | 63 | 3 | 0.0% | — | 416 | +63 | New | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 50 | 3 | 0.0% | — | 421 | +50 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 65 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | No change | 62 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cromwell Holdings LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 424 | -76 | -57.14% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 45 | 2 | 0.0% | 0.0% | 426 | -34 | -43.04% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Reduced | 53 | 2 | 0.0% | 0.0% | 422 | -27 | -33.75% | Q4 2025 | Feb 09, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 427 | -4 | -9.09% | Q4 2025 | Jan 07, 2026 |
| Front Row Advisors LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | No change | 40 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 35 | 1 | 0.0% | — | 429 | +35 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | New | 35 | 1 | 0.0% | — | 437 | +35 | New | Q4 2025 | Feb 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 35 | 1 | 0.0% | — | 439 | +35 | New | Q4 2025 | Mar 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 431 | +32 | New | Q4 2025 | Jan 27, 2026 |
| Torren Management, LLC | History | New | 23 | 1 | 0.0% | — | 438 | +23 | New | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | New | 20 | 1 | 0.0% | — | 433 | +20 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 24 | 1 | 0.0% | — | 430 | +15 | 166.67% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20 | 1 | 0.0% | — | 428 | +5 | 33.33% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 24 | 1 | 0.0% | 0.0% | 434 | +1 | 4.35% | Q4 2025 | Jan 16, 2026 |
| Addison Advisors LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| D1 Capital Partners L.P. | History | Closed out | 0 | 0 | — | 1.34% | — | -2,338,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -272,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.02% | — | -261,262 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -152,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -149,075 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -147,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -128,423 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -97,153 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Castle Hook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -89,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.28% | — | -89,044 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.82% | — | -75,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -75,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -58,835 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.11% | — | -54,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -53,759 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -52,808 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,611 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -37,539 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -36,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.48% | — | -27,427 | -100.0% | Q3 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -27,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -25,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CM Management, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -25,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,231 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.51% | — | -19,670 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,526 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -14,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,434 | -100.0% | Q3 2025 | Nov 06, 2025 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.08% | — | -11,101 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.13% | — | -10,592 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,476 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,326 | -100.0% | Q3 2025 | Dec 01, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,593 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cheviot Value Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Reduced | 13 | 0 | — | 0.01% | — | -8,742 | -99.85% | Q4 2025 | Feb 02, 2026 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,385 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -8,201 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,558 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,403 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,047 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -7,022 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,240 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,875 | -100.0% | Q3 2025 | Oct 09, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,998 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,587 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -4,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -4,242 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -3,862 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 19 | 0 | — | 0.01% | — | -3,032 | -99.38% | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,850 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,204 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -851 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -570 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -281 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -223 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -99 | -99.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 03, 2025 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 19, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -55 | -88.71% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -18 | -85.71% | Q4 2025 | Jan 12, 2026 |
| Quattro Advisors LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Signature Equity Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 23, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Trust Co | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 15, 2026 |
| TORONTO DOMINION BANK | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Feb 23, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Feb 26, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hartford Financial Management Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Grove Bank & Trust | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Avion Wealth | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |