ALKAMI TECHNOLOGY, INC. - ALKT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | History | No change | 11,991,480 | 276,643 | 9.63% | 8.94% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,414,419 | 194,120 | 0.0% | 0.0% | 2 | +456,275 | 5.73% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,677,226 | 130,973 | 0.0% | 0.0% | 3 | +165,839 | 3.01% | Q4 2025 | Feb 12, 2026 |
| JANA Partners Management, LP | History | Added to | 4,894,665 | 112,919 | 5.88% | 2.28% | 4 | +3,002,252 | 158.65% | Q4 2025 | Feb 17, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 4,118,355 | 95,010 | 0.4% | 0.32% | 5 | +1,023,297 | 33.06% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 3,453,530 | 79,672 | 0.01% | 0.01% | 6 | +242,075 | 7.54% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,208,436 | 74,019 | 0.03% | 0.03% | 7 | +921,055 | 40.27% | Q4 2025 | Feb 17, 2026 |
| Long Path Partners LP | History | Added to | 3,141,115 | 72,465 | 24.78% | 23.07% | 8 | +572,292 | 22.28% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Added to | 2,983,065 | 68,819 | 0.19% | 0.16% | 9 | +588,033 | 24.55% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 2,611,863 | 60,255 | 1.33% | 1.79% | 10 | -1,261,010 | -32.56% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,413,167 | 55,671 | 0.02% | 0.03% | 11 | -1,266,579 | -34.42% | Q4 2025 | Feb 17, 2026 |
| Praesidium Investment Management Company, LLC | History | Added to | 2,287,096 | 52,763 | 9.77% | 9.78% | 12 | +269,524 | 13.36% | Q4 2025 | Feb 17, 2026 |
| Irenic Capital Management LP | History | New | 2,106,448 | 48,595 | 3.27% | — | 13 | +2,106,448 | New | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | Added to | 2,100,000 | 48,447 | 1.95% | 0.15% | 14 | +1,972,396 | 1545.72% | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,984,261 | 45,776 | 0.46% | 0.57% | 15 | -1,049,811 | -34.6% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,903,047 | 43,903 | 0.01% | 0.01% | 16 | -20,268 | -1.05% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,894,274 | 43,700 | 0.04% | — | 17 | +1,894,274 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,857,778 | 42,858 | 0.0% | 0.0% | 18 | +98,703 | 5.61% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,813,611 | 41,848 | 0.0% | 0.0% | 19 | +17,093 | 0.95% | Q4 2025 | Feb 09, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 1,785,098 | 41,182 | 0.77% | 0.94% | 20 | -465,587 | -20.69% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,739,146 | 40,122 | 0.0% | 0.0% | 21 | +527,132 | 43.49% | Q4 2025 | Feb 13, 2026 |
| Chicago Capital, LLC | History | Added to | 1,701,532 | 39,254 | 0.97% | 0.83% | 22 | +346,245 | 25.55% | Q4 2025 | Jan 26, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,570,754 | 36,237 | 0.01% | 0.01% | 23 | +15,380 | 0.99% | Q4 2025 | Jan 22, 2026 |
| WASATCH ADVISORS LP | History | New | 1,413,011 | 32,598 | 0.19% | — | 24 | +1,413,011 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,260,597 | 29,081 | 0.0% | 0.0% | 25 | +2,208 | 0.18% | Q4 2025 | Feb 17, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,233,546 | 28,471 | 2.26% | 1.44% | 26 | +720,769 | 140.56% | Q4 2025 | Feb 10, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | New | 1,169,000 | 26,968 | 1.95% | — | 27 | +1,169,000 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,168,864 | 26,965 | 0.23% | 0.2% | 28 | +253,705 | 27.72% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,071,293 | 24,714 | 0.0% | 0.0% | 29 | +422,452 | 65.11% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,052,899 | 24,290 | 0.0% | — | 30 | +1,052,899 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 943,077 | 21,756 | 0.0% | 0.0% | 31 | +123,374 | 15.05% | Q4 2025 | Mar 25, 2026 |
| Select Equity Group, L.P. | History | Added to | 892,343 | 20,586 | 0.09% | 0.09% | 32 | +33,676 | 3.92% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 695,479 | 16,044 | 0.0% | 0.0% | 33 | -42,588 | -5.77% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 660,581 | 15,239 | 0.0% | 0.0% | 34 | -130,471 | -16.49% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 635,827 | 14,668 | 0.0% | 0.0% | 35 | +2,684 | 0.42% | Q4 2025 | Feb 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Added to | 500,000 | 11,540 | 1.51% | 1.32% | 36 | +100,000 | 25.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 473,758 | 10,929 | 0.0% | 0.0% | 37 | +85,775 | 22.11% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 420,711 | 9,705 | 0.0% | 0.0% | 38 | +9,270 | 2.25% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 384,033 | 8,859 | 0.0% | 0.0% | 39 | +1,364 | 0.36% | Q4 2025 | Feb 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 356,610 | 8,226 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 312,770 | 7,215 | 0.0% | 0.0% | 41 | -91,340 | -22.6% | Q4 2025 | Feb 10, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 312,297 | 7,204 | 0.13% | 0.12% | 42 | +31,410 | 11.18% | Q4 2025 | Feb 04, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 309,348 | 7,136 | 0.01% | 0.01% | 43 | -5,188 | -1.65% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 291,569 | 6,726 | 0.05% | 0.05% | 44 | -24,329 | -7.7% | Q4 2025 | Jan 09, 2026 |
| Hodges Capital Management Inc. | History | Added to | 281,328 | 6,490 | 0.56% | 0.58% | 45 | +7,315 | 2.67% | Q4 2025 | Feb 11, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 265,266 | 6,119 | 0.26% | 0.27% | 46 | -4,898 | -1.81% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 259,524 | 5,987 | 0.24% | 0.31% | 47 | -68,058 | -20.78% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 236,548 | 5,457 | 0.0% | 0.0% | 48 | -179,314 | -43.12% | Q4 2025 | Feb 17, 2026 |
| Sovereign's Capital Management, LLC | History | Added to | 233,263 | 5,381 | 3.26% | 2.47% | 49 | +49,678 | 27.06% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 224,904 | 5,188 | 0.18% | — | 50 | +224,904 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 223,641 | 5,159 | 0.0% | 0.0% | 51 | -41,082 | -15.52% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 213,979 | 4,936 | 0.01% | 0.0% | 52 | +188,357 | 735.14% | Q4 2025 | Jan 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 198,974 | 4,590 | 0.0% | 0.0% | 53 | -14,630 | -6.85% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 172,553 | 3,980 | 0.0% | — | 54 | +172,553 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 171,950 | 3,966 | 0.0% | 0.0% | 55 | +157,157 | 1062.37% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 168,705 | 3,892 | 0.01% | 0.02% | 56 | -74,460 | -30.62% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 165,150 | 3,810 | 0.01% | 0.01% | 57 | -1,791 | -1.07% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 163,747 | 3,777 | 0.0% | 0.01% | 58 | -87,133 | -34.73% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 161,281 | 3,720 | 0.01% | 0.02% | 59 | -85,043 | -34.52% | Q4 2025 | Feb 10, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 154,678 | 3,568 | 0.48% | 0.54% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 146,544 | 3,380 | 0.0% | 0.0% | 61 | -155,130 | -51.42% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 143,800 | 3,317 | 0.0% | 0.0% | 62 | +4,000 | 2.86% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 134,405 | 3,101 | 0.0% | 0.0% | 63 | +133,694 | 18803.66% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 131,059 | 3,023 | 0.0% | 0.0% | 64 | -4,750 | -3.5% | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 129,656 | 2,991 | 0.38% | 0.45% | 65 | -7,549 | -5.5% | Q4 2025 | Feb 13, 2026 |
| Penbrook Management LLC | History | Added to | 127,685 | 2,945 | 2.03% | 2.15% | 66 | +3,545 | 2.86% | Q4 2025 | Jan 06, 2026 |
| Bullseye Asset Management LLC | History | Added to | 120,390 | 2,777 | 1.5% | 1.57% | 67 | +1 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 118,475 | 2,733 | 1.38% | 1.48% | 68 | -1,426 | -1.19% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 117,731 | 2,716 | 0.03% | 0.04% | 69 | -27,052 | -18.68% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 107,487 | 2,479 | 0.0% | 0.0% | 70 | +6,462 | 6.4% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 100,395 | 2,316 | 0.0% | 0.0% | 71 | +3,182 | 3.27% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 100,156 | 2,310 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 90,798 | 2,094 | 0.0% | 0.0% | 73 | -2,793 | -2.98% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 89,842 | 2,072 | 0.0% | 0.0% | 74 | -10,640 | -10.59% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 85,403 | 1,970 | 0.02% | — | 75 | +85,403 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 81,627 | 1,883 | 0.0% | 0.0% | 76 | -13,570 | -14.25% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 79,871 | 1,842 | 0.0% | 0.0% | 77 | -7,663 | -8.75% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 79,188 | 1,826 | 0.0% | 0.0% | 78 | -5,883 | -6.92% | Q4 2025 | Feb 09, 2026 |
| DDD Partners, LLC | History | New | 76,212 | 1,758 | 0.11% | — | 79 | +76,212 | New | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,635 | 1,744 | 0.0% | 0.0% | 80 | +40,679 | 116.37% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 73,249 | 1,689 | 0.02% | 0.02% | 81 | -467 | -0.63% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 69,913 | 1,612 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 69,542 | 1,604 | 0.0% | 0.0% | 83 | +3,492 | 5.29% | Q4 2025 | Feb 19, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 69,333 | 1,599 | 0.07% | 0.1% | 84 | -9,186 | -11.7% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 68,662 | 1,584 | 0.0% | 0.0% | 85 | -1,045,145 | -93.84% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 68,550 | 1,581 | 0.0% | 0.0% | 86 | -16 | -0.02% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 68,148 | 1,572 | 0.12% | 0.11% | 87 | +11,763 | 20.86% | Q4 2025 | Jan 20, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 62,816 | 1,449 | 0.0% | — | 88 | +62,816 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 59,565 | 1,375 | 0.0% | 0.0% | 89 | -1,660 | -2.71% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 58,232 | 1,343 | 0.0% | 0.0% | 90 | +1,131 | 1.98% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 53,863 | 1,242 | 0.06% | 0.1% | 91 | -51,172 | -48.72% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 53,410 | 1,232 | 0.0% | 0.0% | 92 | +1,320 | 2.53% | Q4 2025 | Feb 05, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 52,416 | 1,209 | 0.06% | 0.07% | 93 | +1,857 | 3.67% | Q4 2025 | Jan 23, 2026 |
| Crescent Grove Advisors, LLC | History | New | 50,000 | 1,153 | 0.11% | — | 94 | +50,000 | New | Q4 2025 | Feb 11, 2026 |
| Lee Financial Co | History | No change | 49,900 | 1,151 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 49,314 | 1,137 | 0.0% | 0.0% | 96 | -252,775 | -83.68% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 46,310 | 1,068 | 0.13% | — | 97 | +46,310 | New | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 43,976 | 1,014 | 0.0% | 0.0% | 98 | -19,216 | -30.41% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 41,117 | 948 | 0.02% | 0.02% | 99 | +7,143 | 21.02% | Q4 2025 | Jan 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 38,843 | 896 | 0.0% | 0.0% | 100 | -2,122 | -5.18% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 37,156 | 857 | 0.0% | 0.0% | 101 | -31,618 | -45.97% | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 35,360 | 815 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Laurion Capital Management LP | History | New | 34,188 | 788 | 0.03% | — | 103 | +34,188 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 34,124 | 787 | 0.0% | 0.0% | 104 | +2,091 | 6.53% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 32,016 | 738 | 0.0% | 0.0% | 105 | +310 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 29,108 | 672 | 0.0% | 0.0% | 106 | -5,871 | -16.78% | Q4 2025 | Feb 11, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 28,810 | 665 | 0.02% | 0.01% | 107 | +16,110 | 126.85% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 26,364 | 608 | 0.0% | 0.0% | 108 | -2,678 | -9.22% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 25,893 | 597 | 0.01% | 0.01% | 109 | +1,361 | 5.55% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,783 | 594 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 24,144 | 557 | 0.0% | 0.0% | 111 | +11,204 | 86.58% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 23,100 | 533 | 0.0% | 0.0% | 112 | -1,600 | -6.48% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,042 | 531 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Added to | 22,505 | 519 | 0.0% | 0.01% | 114 | +207 | 0.93% | Q4 2025 | Feb 18, 2026 |
| DRW Securities, LLC | History | New | 21,900 | 505 | 0.01% | — | 115 | +21,900 | New | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 20,488 | 472 | 0.0% | 0.0% | 116 | -825 | -3.87% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,011 | 462 | 0.0% | 0.0% | 117 | +2,772 | 16.08% | Q4 2025 | Feb 10, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 19,830 | 457 | 0.08% | 0.09% | 118 | -1,000 | -4.8% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,653 | 453 | 0.0% | 0.0% | 119 | +4,878 | 33.02% | Q4 2025 | Mar 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,886 | 435 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,443 | 425 | 0.0% | 0.0% | 121 | -2,660 | -12.6% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 17,985 | 414 | 0.0% | — | 122 | +17,985 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 16,545 | 381 | 0.03% | — | 123 | +16,545 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 15,754 | 363 | 0.0% | 0.0% | 124 | +3,454 | 28.08% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 15,600 | 359 | 0.0% | 0.0% | 125 | +1,500 | 10.64% | Q4 2025 | Jan 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 14,948 | 344 | 0.02% | 0.02% | 126 | +5,205 | 53.42% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,800 | 341 | 0.0% | 0.0% | 127 | -3,442 | -18.87% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 14,324 | 330 | 0.02% | 0.0% | 128 | +12,782 | 828.92% | Q4 2025 | Feb 09, 2026 |
| Yarbrough Capital, LLC | History | No change | 14,061 | 324 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,776 | 317 | 0.0% | 0.0% | 130 | -155 | -1.11% | Q4 2025 | Feb 02, 2026 |
| Holocene Advisors, LP | History | New | 13,690 | 315 | 0.0% | — | 131 | +13,690 | New | Q4 2025 | Feb 17, 2026 |
| True North Advisors, LLC | History | Reduced | 13,538 | 312 | 0.04% | 0.06% | 132 | -1,462 | -9.75% | Q4 2025 | Jan 22, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 13,322 | 307 | 0.0% | 0.0% | 133 | +2,325 | 21.14% | Q4 2025 | Jan 29, 2026 |
| Centiva Capital, LP | History | New | 13,039 | 300 | 0.0% | — | 134 | +13,039 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 12,893 | 297 | 0.0% | 0.0% | 135 | -23,882 | -64.94% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 13,483 | 296 | 0.0% | 0.0% | 136 | +225 | 1.7% | Q4 2025 | Feb 11, 2026 |
| Keebeck Wealth Management | History | Added to | 12,682 | 292 | 0.03% | 0.04% | 137 | +61 | 0.48% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 12,600 | 290 | 0.0% | 0.0% | 138 | +1,320 | 11.7% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 12,602 | 290 | 0.0% | 0.0% | 139 | +933 | 8.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,500 | 288 | 0.0% | 0.0% | 140 | -25,400 | -67.02% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,298 | 283 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 11,581 | 267 | 0.14% | — | 142 | +11,581 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,500 | 265 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,340 | 261 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 11,200 | 258 | 0.01% | — | 145 | +11,200 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 11,200 | 258 | 0.0% | 0.0% | 146 | -3,300 | -22.76% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 10,294 | 240 | 0.01% | — | 147 | +10,294 | New | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,376 | 239 | 0.0% | 0.0% | 148 | -1,524 | -12.81% | Q4 2025 | Jan 05, 2026 |
| XTX Topco Ltd | History | New | 10,231 | 236 | 0.01% | — | 149 | +10,231 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,889 | 228 | 0.0% | 0.0% | 150 | +1,465 | 17.39% | Q4 2025 | Feb 17, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 9,308 | 217 | 0.02% | 0.02% | 151 | -396 | -4.08% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 9,204 | 212 | 0.02% | 0.02% | 152 | +140 | 1.54% | Q4 2025 | Jan 13, 2026 |
| FourThought Financial Partners, LLC | History | New | 8,968 | 206 | 0.02% | — | 153 | +8,968 | New | Q4 2025 | Feb 06, 2026 |
| SummitTX Capital, L.P. | History | New | 8,715 | 201 | 0.01% | — | 154 | +8,715 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 8,561 | 197 | 0.0% | 0.04% | 155 | -428,186 | -98.04% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,568 | 197 | 0.0% | 0.0% | 156 | -1,423 | -14.24% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,701 | 131 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,526 | 127 | 0.0% | 0.0% | 158 | -184 | -3.22% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,256 | 121 | 0.0% | 0.0% | 159 | +3,862 | 277.04% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,878 | 112 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 4,702 | 108 | 0.0% | 0.0% | 161 | +2,603 | 124.01% | Q4 2025 | Feb 12, 2026 |
| PALLADIEM, LLC | History | New | 4,645 | 107 | 0.1% | — | 162 | +4,645 | New | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | New | 4,557 | 105 | 0.01% | — | 163 | +4,557 | New | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 4,184 | 96 | 0.0% | 0.0% | 164 | +1,091 | 35.27% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | New | 4,020 | 92 | 0.0% | — | 166 | +4,020 | New | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 3,997 | 92 | 0.01% | — | 165 | +3,997 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,918 | 90 | 0.01% | 0.01% | 167 | -395 | -9.16% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 3,209 | 74 | 0.04% | 0.04% | 168 | +240 | 8.08% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,957 | 68 | 0.0% | 0.0% | 169 | -4,076 | -57.96% | Q4 2025 | Jan 30, 2026 |
| KBC Group NV | History | No change | 2,766 | 64 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fulcrum Asset Management LLP | History | No change | 2,682 | 62 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,263 | 52 | 0.0% | 0.0% | 172 | -653 | -22.39% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Added to | 2,166 | 50 | 0.0% | 0.0% | 173 | +75 | 3.59% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,082 | 48 | 0.0% | 0.01% | 174 | -577 | -21.7% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,079 | 47 | 0.0% | — | 175 | +2,079 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,942 | 45 | 0.0% | 0.0% | 176 | +959 | 97.56% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 1,850 | 42 | 0.0% | 0.0% | 177 | +410 | 28.47% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | New | 1,585 | 36 | 0.0% | — | 179 | +1,585 | New | Q4 2025 | Feb 06, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 1,567 | 36 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,447 | 33 | 0.0% | 0.0% | 180 | +692 | 91.66% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,379 | 31 | 0.0% | 0.0% | 181 | -49 | -3.43% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,246 | 28 | 0.0% | 0.0% | 182 | +29 | 2.38% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,193 | 27 | 0.0% | 0.0% | 183 | -96 | -7.45% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,112 | 25 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,042 | 24 | 0.0% | 0.0% | 185 | -1,843 | -63.88% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,076 | 24 | 0.0% | 0.0% | 186 | -1,025 | -48.79% | Q4 2025 | Jan 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,000 | 23 | 0.0% | — | 187 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 891 | 20 | 0.0% | 0.0% | 188 | -18 | -1.98% | Q4 2025 | Jan 26, 2026 |
| Quarry LP | History | New | 782 | 18 | 0.0% | — | 189 | +782 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 622 | 14 | 0.0% | 0.0% | 190 | -162 | -20.66% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 583 | 13 | 0.0% | 0.0% | 191 | -68 | -10.45% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 591 | 13 | 0.0% | 0.0% | 192 | -30 | -4.83% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | No change | 567 | 13 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Colonial Trust Co / SC | History | No change | 493 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 471 | 10 | 0.0% | 0.0% | 196 | -979 | -67.52% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 453 | 10 | 0.0% | 0.0% | 195 | +288 | 174.55% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 382 | 8 | 0.0% | — | 198 | +382 | New | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 373 | 8 | 0.0% | 0.0% | 197 | -218 | -36.89% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 308 | 7 | 0.0% | 0.0% | 199 | +93 | 43.26% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 234 | 5 | 0.0% | 0.0% | 200 | -20 | -7.87% | Q4 2025 | Jan 15, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 216 | 4 | 0.0% | — | 204 | +216 | New | Q4 2025 | Feb 19, 2026 |
| Strive Financial Group ,LLC | History | New | 200 | 4 | 0.0% | — | 203 | +200 | New | Q4 2025 | Feb 18, 2026 |
| GAMMA Investing LLC | History | Reduced | 204 | 4 | 0.0% | 0.0% | 202 | -154 | -43.02% | Q4 2025 | Jan 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 168 | 3 | 0.0% | 0.0% | 205 | -222 | -56.92% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 88 | 2 | 0.0% | 0.0% | 208 | -725 | -89.18% | Q4 2025 | Feb 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 170 | 2 | 0.0% | — | 211 | +170 | New | Q4 2025 | Feb 10, 2026 |
| Elequin Capital, LP | History | New | 110 | 2 | 0.0% | — | 209 | +110 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 87 | 2 | 0.0% | — | 207 | +87 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 128 | 2 | 0.0% | 0.0% | 206 | +35 | 37.63% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 111 | 2 | 0.0% | 0.0% | 210 | +31 | 38.75% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 75 | 1 | 0.0% | 0.0% | 212 | -155 | -67.39% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 63 | 1 | 0.0% | 0.0% | 214 | -74 | -54.01% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 60 | 1 | 0.0% | — | 213 | +60 | New | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 72 | 1 | 0.0% | 0.0% | 215 | -9 | -11.11% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 55 | 1 | 0.0% | 0.0% | 217 | -3 | -5.17% | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -5,464,036 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.01% | — | -467,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -265,305 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -215,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -183,826 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.01% | — | -179,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -152,225 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -136,072 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -95,221 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -85,975 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CEERA INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -85,151 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -81,872 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -19,400 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,780 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,558 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,330 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,595 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 15 | 0 | — | 0.0% | — | -654 | -97.76% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IFP Advisors, Inc | History | Reduced | 41 | 0 | — | 0.0% | — | -135 | -76.7% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Torren Management, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Mar 03, 2026 |
| Ancora Advisors LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -18 | -36.73% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |