AFFILIATED MANAGERS GROUP, INC. - AMG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,799,201 | 806,953 | 0.01% | 0.01% | 1 | -22,654 | -0.8% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,683,585 | 773,623 | 0.01% | 0.01% | 2 | -88,693 | -3.2% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,705,721 | 491,726 | 0.03% | 0.03% | 3 | -235,797 | -12.14% | Q4 2025 | Feb 13, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 1,182,223 | 340,811 | 3.68% | 3.22% | 4 | -81,601 | -6.46% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 1,136,710 | 327,757 | 0.34% | 0.28% | 5 | -20,634 | -1.78% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 929,397 | 267,926 | 0.01% | 0.01% | 6 | -34,311 | -3.56% | Q4 2025 | Feb 13, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 904,119 | 260,639 | 6.03% | 6.33% | 7 | -328,214 | -26.63% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 796,010 | 229,473 | 0.1% | 0.1% | 8 | -221,103 | -21.74% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 699,448 | 201,640 | 0.04% | 0.04% | 9 | +15,332 | 2.24% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 685,588 | 197,641 | 0.67% | 0.46% | 10 | +115,313 | 20.22% | Q4 2025 | Feb 18, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 551,587 | 159,011 | 2.08% | 1.95% | 11 | -28,248 | -4.87% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 551,153 | 158,916 | 0.01% | 0.01% | 12 | +41,322 | 8.11% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 473,021 | 136,362 | 0.3% | 0.25% | 13 | -6,603 | -1.38% | Q4 2025 | Feb 06, 2026 |
| Allianz Asset Management GmbH | History | Added to | 426,649 | 122,994 | 0.12% | 0.1% | 14 | +33,488 | 8.52% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 394,559 | 113,743 | 0.01% | — | 15 | +394,559 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 325,696 | 93,891 | 0.01% | 0.01% | 16 | -8,672 | -2.59% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 320,937 | 92,519 | 0.01% | 0.02% | 17 | -338,904 | -51.36% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 305,596 | 88,097 | 0.01% | 0.01% | 18 | -6,972 | -2.23% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 295,418 | 85,163 | 0.01% | 0.01% | 19 | -54,794 | -15.65% | Q4 2025 | Jan 29, 2026 |
| Channing Capital Management, LLC | History | Reduced | 290,720 | 83,808 | 2.16% | 2.67% | 20 | -134,317 | -31.6% | Q4 2025 | Feb 13, 2026 |
| BRUNI J V & CO /CO | History | Reduced | 252,147 | 72,688 | 7.14% | 6.14% | 21 | -2,842 | -1.11% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 247,189 | 71,259 | 0.01% | 0.01% | 22 | +3,046 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 243,830 | 70,291 | 0.02% | 0.02% | 23 | +40,107 | 19.69% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 242,292 | 69,848 | 0.01% | 0.01% | 24 | -1,961 | -0.8% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 236,897 | 68,435 | 0.02% | 0.01% | 25 | +44,011 | 22.82% | Q4 2025 | Feb 18, 2026 |
| Kiltearn Partners LLP | History | Reduced | 236,414 | 68,153 | 14.76% | 13.56% | 26 | -47,400 | -16.7% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 233,332 | 67,264 | 0.0% | 0.0% | 27 | +48,606 | 26.31% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 231,675 | 66,787 | 0.08% | 0.1% | 28 | -104,388 | -31.06% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 184,010 | 53,046 | 0.11% | 0.14% | 29 | -69,925 | -27.54% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 181,842 | 52,421 | 0.0% | 0.0% | 30 | -1,863 | -1.01% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 161,651 | 46,600 | 0.01% | 0.0% | 31 | +35,572 | 28.21% | Q4 2025 | Mar 25, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 145,483 | 41,939 | 0.12% | 0.21% | 32 | -149,598 | -50.7% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 133,897 | 38,599 | 0.0% | 0.0% | 33 | +8,254 | 6.57% | Q4 2025 | Feb 11, 2026 |
| Artisan Partners Limited Partnership | History | New | 130,112 | 37,508 | 0.06% | — | 34 | +130,112 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 122,905 | 35,431 | 0.05% | — | 35 | +122,905 | New | Q4 2025 | Feb 17, 2026 |
| Polar Capital Holdings Plc | History | New | 107,245 | 30,916 | 0.12% | — | 36 | +107,245 | New | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 106,100 | 30,586 | 0.05% | 0.04% | 37 | +5,152 | 5.1% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 102,297 | 29,488 | 0.03% | 0.03% | 38 | +4,423 | 4.52% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 102,034 | 29,414 | 0.02% | 0.03% | 39 | -59,444 | -36.81% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 100,594 | 28,999 | 0.01% | 0.01% | 40 | -12,045 | -10.69% | Q4 2025 | Feb 13, 2026 |
| Concentric Capital Strategies, LP | History | Added to | 99,955 | 28,815 | 1.39% | 0.64% | 41 | +39,783 | 66.12% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | No change | 96,721 | 27,882 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 94,501 | 27,242 | 0.02% | 0.02% | 43 | -39,955 | -29.72% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 94,453 | 27,229 | 0.09% | 0.07% | 44 | -1,005 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 92,301 | 26,608 | 0.32% | 0.01% | 45 | +89,197 | 2873.61% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 91,538 | 26,388 | 0.04% | 0.04% | 46 | -33,024 | -26.51% | Q4 2025 | Feb 12, 2026 |
| Aerodigm Wealth, LLC | History | New | 88,749 | 25,584 | 9.0% | — | 47 | +88,749 | New | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 86,642 | 24,977 | 0.01% | 0.01% | 48 | -28,337 | -24.65% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 86,038 | 24,802 | 0.0% | 0.0% | 49 | +22,484 | 35.38% | Q4 2025 | Feb 13, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 85,807 | 24,736 | 0.63% | — | 50 | +85,807 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Systems of Alabama | History | Reduced | 85,514 | 24,651 | 0.08% | 0.08% | 51 | -11,323 | -11.69% | Q4 2025 | Jan 15, 2026 |
| Man Group plc | History | Added to | 84,334 | 24,311 | 0.04% | 0.03% | 52 | +5,350 | 6.77% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 77,328 | 22,292 | 0.07% | — | 53 | +77,328 | New | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 77,228 | 22,263 | 0.9% | 0.83% | 54 | -8,106 | -9.5% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 76,392 | 22,022 | 0.02% | 0.02% | 55 | -4,667 | -5.76% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 74,280 | 21,413 | 0.03% | — | 56 | +74,280 | New | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | New | 73,413 | 21,163 | 0.15% | — | 57 | +73,413 | New | Q4 2025 | Feb 17, 2026 |
| Goodman Financial Corp | History | Reduced | 67,474 | 19,451 | 3.68% | 3.73% | 58 | -12,787 | -15.93% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 67,333 | 19,410 | 0.01% | 0.01% | 59 | +946 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 67,084 | 19,339 | 0.04% | 0.04% | 60 | +5,735 | 9.35% | Q4 2025 | Feb 17, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 65,097 | 18,766 | 2.26% | 1.98% | 61 | -1,803 | -2.7% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 64,377 | 18,558 | 0.0% | 0.0% | 62 | -8,298 | -11.42% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 63,194 | 18,217 | 0.06% | 0.01% | 63 | +48,455 | 328.75% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 63,086 | 18,186 | 0.0% | 0.0% | 64 | +9,960 | 18.75% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 60,503 | 17,441 | 0.01% | 0.01% | 65 | -2,569 | -4.07% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 60,416 | 17,416 | 0.01% | 0.0% | 66 | +51,053 | 545.26% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 56,100 | 16,172 | 0.01% | 0.01% | 67 | +1,000 | 1.81% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 52,708 | 15,195 | 0.02% | 0.01% | 68 | -1,598 | -2.94% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 51,354 | 14,804 | 0.0% | 0.0% | 69 | +101 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 50,902 | 14,674 | 0.1% | — | 70 | +50,902 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 46,483 | 13,400 | 0.04% | 0.04% | 71 | -912 | -1.92% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,243 | 13,330 | 0.0% | 0.0% | 72 | -6,486 | -12.3% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 55,190 | 13,062 | 0.04% | 0.06% | 73 | -17,775 | -24.36% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 44,402 | 12,828 | 0.02% | 0.02% | 74 | -2,503 | -5.34% | Q4 2025 | Jan 28, 2026 |
| Legal & General Group Plc | History | Reduced | 44,165 | 12,731 | 0.0% | 0.0% | 75 | -2,133 | -4.61% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,114 | 12,428 | 0.0% | 0.0% | 76 | -19,335 | -30.96% | Q4 2025 | Feb 10, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 42,000 | 12,107 | 0.27% | — | 77 | +42,000 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 40,079 | 11,553 | 0.0% | 0.0% | 78 | -29,387 | -42.3% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 39,784 | 11,484 | 0.01% | 0.01% | 79 | -4,796 | -10.76% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 39,459 | 11,375 | 0.02% | 0.02% | 80 | -174 | -0.44% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 39,261 | 11,318 | 0.01% | 0.01% | 81 | -5,349 | -11.99% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 39,246 | 11,313 | 0.01% | — | 82 | +39,246 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 38,505 | 11,100 | 0.04% | — | 83 | +38,505 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 37,845 | 10,909 | 0.09% | — | 84 | +37,845 | New | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | New | 36,900 | 10,637 | 0.09% | — | 85 | +36,900 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,748 | 10,305 | 0.02% | 0.02% | 86 | -818 | -2.24% | Q4 2025 | Jan 30, 2026 |
| Calamos Advisors LLC | History | No change | 35,430 | 10,213 | 0.04% | 0.03% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 34,908 | 10,063 | 0.01% | 0.01% | 88 | +15,432 | 79.24% | Q4 2025 | Jan 23, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 33,947 | 9,786 | 0.15% | 0.28% | 89 | -36,943 | -52.11% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 33,319 | 9,674 | 0.01% | — | 90 | +33,319 | New | Q4 2025 | Feb 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 31,850 | 9,181 | 0.36% | 0.27% | 91 | +2,800 | 9.64% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 31,471 | 9,072 | 0.07% | — | 92 | +31,471 | New | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 30,459 | 8,780 | 0.25% | 0.2% | 93 | +2,366 | 8.42% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 29,061 | 8,377 | 0.0% | 0.0% | 94 | -18,237 | -38.56% | Q4 2025 | Feb 13, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 29,000 | 8,360 | 0.76% | 0.62% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,732 | 8,282 | 0.0% | 0.0% | 96 | +13,453 | 88.05% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 28,720 | 8,279 | 0.04% | — | 97 | +28,720 | New | Q4 2025 | Feb 17, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 28,283 | 8,153 | 0.24% | 0.38% | 98 | -20,287 | -41.77% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 28,113 | 8,104 | 0.02% | 0.01% | 99 | -157 | -0.56% | Q4 2025 | Jan 23, 2026 |
| Genus Capital Management Inc. | History | Added to | 26,985 | 7,779 | 0.91% | 0.63% | 100 | +4,350 | 19.22% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,765 | 7,715 | 0.01% | 0.01% | 101 | -688 | -2.51% | Q4 2025 | Feb 17, 2026 |
| Longaeva Partners L.P. | History | New | 26,553 | 7,654 | 0.64% | — | 102 | +26,553 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 26,123 | 7,530 | 0.12% | 0.1% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 42,684 | 7,500 | 0.12% | 0.1% | 104 | -2,543 | -5.62% | Q4 2025 | Feb 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | New | 25,000 | 7,207 | 0.88% | — | 105 | +25,000 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 24,858 | 7,166 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 24,774 | 7,148 | 0.02% | 0.01% | 107 | +4,258 | 20.75% | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 24,740 | 7,132 | 0.01% | 0.0% | 108 | +24,432 | 7932.47% | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 23,814 | 6,865 | 0.21% | 0.18% | 109 | -1,587 | -6.25% | Q4 2025 | Jan 26, 2026 |
| Squarepoint Ops LLC | History | Added to | 23,519 | 6,780 | 0.01% | 0.0% | 110 | +21,334 | 976.38% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,108 | 5,796 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 19,851 | 5,722 | 0.0% | — | 112 | +19,851 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 19,629 | 5,658 | 0.02% | 0.01% | 113 | +11,656 | 146.19% | Q4 2025 | Jan 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 19,613 | 5,654 | 0.47% | 0.4% | 114 | +17 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Informed Momentum Co LLC | History | New | 19,138 | 5,517 | 0.61% | — | 115 | +19,138 | New | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 19,100 | 5,506 | 0.01% | 0.02% | 116 | -48,200 | -71.62% | Q4 2025 | Feb 12, 2026 |
| Seascape Capital Management | History | Added to | 18,492 | 5,331 | 1.52% | 1.26% | 117 | +115 | 0.63% | Q4 2025 | Jan 21, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 18,407 | 5,306 | 0.81% | 0.42% | 118 | +7,197 | 64.2% | Q4 2025 | Jan 08, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 18,204 | 5,247 | 1.07% | 0.92% | 119 | -114 | -0.62% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,795 | 5,129 | 0.05% | 0.04% | 120 | -320 | -1.77% | Q4 2025 | Jan 23, 2026 |
| Carrera Capital Advisors | History | Reduced | 17,573 | 5,066 | 0.85% | 0.77% | 121 | -441 | -2.45% | Q4 2025 | Jan 30, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 17,215 | 4,962 | 1.39% | — | 122 | +17,215 | New | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 16,961 | 4,889 | 0.06% | 0.04% | 123 | +2,946 | 21.02% | Q4 2025 | Feb 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,826 | 4,856 | 0.01% | 0.01% | 124 | -8,310 | -33.06% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,716 | 4,819 | 0.0% | — | 125 | +16,716 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 16,290 | 4,729 | 0.01% | 0.0% | 126 | +13,383 | 460.37% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 15,663 | 4,515 | 0.02% | — | 127 | +15,663 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,640 | 4,508 | 0.0% | 0.0% | 128 | +977 | 6.66% | Q4 2025 | Feb 12, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 15,581 | 4,491 | 1.7% | 1.27% | 129 | +485 | 3.21% | Q4 2025 | Feb 04, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 15,278 | 4,404 | 0.01% | 0.01% | 130 | +4,595 | 43.01% | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 15,111 | 4,356 | 0.81% | 0.68% | 131 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Karl Kapital LLC | History | New | 14,898 | 4,294 | 3.81% | — | 132 | +14,898 | New | Q4 2025 | Feb 17, 2026 |
| Prana Capital Management, LP | History | New | 14,885 | 4,291 | 0.16% | — | 133 | +14,885 | New | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Reduced | 14,857 | 4,282 | 0.08% | 0.07% | 134 | -860 | -5.47% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,787 | 4,262 | 0.02% | 0.02% | 135 | +745 | 5.31% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,572 | 4,200 | 0.05% | 0.05% | 136 | -1,882 | -11.44% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,874 | 4,000 | 0.01% | 0.0% | 137 | +12,732 | 1114.89% | Q4 2025 | Feb 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,737 | 3,960 | 0.02% | 0.02% | 138 | -853 | -5.85% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 13,159 | 3,793 | 0.01% | 0.01% | 139 | -1,175 | -8.2% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,794 | 3,688 | 0.03% | 0.02% | 140 | -196 | -1.51% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 12,770 | 3,685 | 0.0% | 0.0% | 141 | +823 | 6.89% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,656 | 3,650 | 0.0% | 0.0% | 142 | +28,476 | 310.2% | Q4 2025 | Mar 09, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,610 | 3,634 | 0.01% | 0.01% | 143 | +257 | 2.26% | Q4 2025 | Feb 18, 2026 |
| CWC Advisors, LLC. | History | Reduced | 12,000 | 3,459 | 1.67% | 1.9% | 144 | -4,309 | -26.42% | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 11,903 | 3,430 | 0.01% | 0.01% | 145 | -171 | -1.42% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 11,781 | 3,396 | 0.0% | 0.0% | 146 | +5,571 | 89.71% | Q4 2025 | Feb 11, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 11,745 | 3,386 | 0.03% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 11,707 | 3,374 | 0.04% | 0.03% | 148 | -1,415 | -10.78% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 11,616 | 3,348 | 0.03% | 0.02% | 149 | -797 | -6.42% | Q4 2025 | Feb 13, 2026 |
| Mubadala Investment Co PJSC | History | Reduced | 11,575 | 3,336 | 0.02% | 0.02% | 150 | -1,457 | -11.18% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 11,434 | 3,269 | 0.02% | 0.02% | 151 | +688 | 6.4% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 11,259 | 3,245 | 0.01% | 0.01% | 152 | -5,299 | -32.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 10,935 | 3,158 | 0.0% | 0.0% | 153 | +9,465 | 643.88% | Q4 2025 | Mar 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 10,926 | 3,149 | 0.01% | — | 154 | +10,926 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,724 | 3,091 | 0.01% | 0.01% | 155 | -12 | -0.11% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 10,335 | 2,979 | 0.0% | — | 156 | +10,335 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 10,100 | 2,911 | 0.04% | 0.04% | 157 | -2,592 | -20.42% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,093 | 2,898 | 0.03% | 0.02% | 158 | -443 | -4.65% | Q4 2025 | Jan 21, 2026 |
| Walleye Trading LLC | History | New | 10,000 | 2,882 | 0.0% | — | 159 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 9,832 | 2,834 | 0.0% | 0.0% | 160 | +2,363 | 31.64% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 9,661 | 2,785 | 0.01% | 0.01% | 161 | -737 | -7.09% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,443 | 2,722 | 0.03% | 0.02% | 162 | -504 | -5.07% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 9,434 | 2,719 | 0.01% | 0.01% | 163 | -1,826 | -16.22% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,349 | 2,695 | 0.01% | 0.0% | 164 | +1,972 | 26.73% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,165 | 2,642 | 0.0% | 0.0% | 165 | +3,634 | 65.7% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,147 | 2,636 | 0.01% | 0.01% | 166 | +1,409 | 18.21% | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,062 | 2,612 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 9,025 | 2,601 | 0.01% | 0.01% | 168 | -717 | -7.36% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 9,000 | 2,595 | 0.01% | 0.01% | 169 | -1,000 | -10.0% | Q4 2025 | Feb 06, 2026 |
| NOMURA HOLDINGS INC | History | New | 9,000 | 2,594 | 0.0% | — | 170 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Added to | 8,700 | 2,508 | 0.35% | 0.11% | 171 | +5,742 | 194.12% | Q4 2025 | Jan 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,694 | 2,506 | 0.0% | 0.0% | 172 | +830 | 10.55% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 8,524 | 2,457 | 0.13% | 0.16% | 173 | -500 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 8,463 | 2,439 | 0.01% | 0.02% | 174 | -11,637 | -57.9% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 8,414 | 2,427 | 0.0% | 0.0% | 175 | +3,490 | 70.88% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 8,258 | 2,380 | 0.13% | 0.01% | 176 | +7,615 | 1184.29% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 8,241 | 2,375 | 0.0% | 0.0% | 177 | +371 | 4.71% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 8,200 | 2,363 | 0.01% | 0.01% | 178 | -400 | -4.65% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,148 | 2,348 | 0.0% | 0.0% | 179 | -3,208 | -28.25% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 7,910 | 2,280 | 0.01% | 0.01% | 180 | -503 | -5.98% | Q4 2025 | Jan 28, 2026 |
| Diversified Trust Co | History | Added to | 7,898 | 2,276 | 0.04% | 0.04% | 181 | +2 | 0.03% | Q4 2025 | Jan 09, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,800 | 2,248 | 0.04% | 0.03% | 182 | -100 | -1.27% | Q4 2025 | Jan 16, 2026 |
| COMMERCE BANK | History | Added to | 7,552 | 2,177 | 0.01% | 0.01% | 183 | +11 | 0.15% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 7,086 | 2,042 | 0.04% | 0.03% | 184 | -415 | -5.53% | Q4 2025 | Jan 14, 2026 |
| Convergence Investment Partners, LLC | History | New | 7,066 | 2,036 | 0.4% | — | 185 | +7,066 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 27,660 | 2,033 | 0.69% | 0.67% | 186 | -2,210 | -7.4% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,039 | 2,029 | 0.01% | 0.01% | 187 | -253 | -3.47% | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 7,038 | 2,028 | 0.0% | 0.0% | 188 | +2,456 | 53.6% | Q4 2025 | Feb 12, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 6,990 | 2,015 | 0.25% | 0.21% | 189 | -99 | -1.4% | Q4 2025 | Feb 18, 2026 |
| Kennondale Capital Management LLC | History | No change | 6,976 | 2,011 | 1.48% | 1.27% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 79,850 | 1,940 | 0.48% | 0.49% | 191 | -200 | -0.25% | Q4 2025 | Jan 22, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 80,000 | 1,938 | 0.57% | 0.41% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 6,619 | 1,908 | 0.01% | 0.01% | 193 | -100 | -1.49% | Q4 2025 | Jan 29, 2026 |
| Citadel Investment Advisory, Inc. | History | Added to | 6,452 | 1,860 | 0.8% | 0.7% | 194 | +20 | 0.31% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 6,293 | 1,814 | 0.02% | 0.02% | 195 | -40 | -0.63% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 6,218 | 1,792 | 0.03% | 0.02% | 196 | -621 | -9.08% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 6,127 | 1,766 | 0.03% | — | 197 | +6,127 | New | Q4 2025 | Feb 03, 2026 |
| Asset Management One Co., Ltd. | History | New | 5,920 | 1,729 | 0.0% | — | 198 | +5,920 | New | Q4 2025 | Jan 27, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 5,734 | 1,679 | 0.13% | 0.1% | 199 | +284 | 5.21% | Q4 2025 | Feb 09, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Reduced | 5,800 | 1,672 | 0.05% | 0.05% | 200 | -700 | -10.77% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | Added to | 5,771 | 1,663 | 0.02% | 0.0% | 201 | +4,183 | 263.41% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 5,748 | 1,657 | 0.0% | 0.0% | 202 | +2,970 | 106.91% | Q4 2025 | Feb 13, 2026 |
| LGT CAPITAL PARTNERS LTD. | History | Reduced | 5,730 | 1,651 | 0.08% | 0.12% | 203 | -4,370 | -43.27% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,727 | 1,650 | 0.01% | 0.02% | 204 | -4,587 | -44.47% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,597 | 1,613 | 0.02% | 0.02% | 205 | -100 | -1.76% | Q4 2025 | Feb 04, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Reduced | 5,562 | 1,603 | 0.07% | 0.08% | 206 | -1,276 | -18.66% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 5,549 | 1,599 | 0.04% | 0.03% | 207 | -213 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,540 | 1,597 | 0.04% | 0.04% | 208 | -1,243 | -18.33% | Q4 2025 | Feb 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 5,479 | 1,579 | 0.07% | 0.01% | 209 | +3,841 | 234.49% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 5,374 | 1,549 | 0.05% | — | 210 | +5,374 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,373 | 1,549 | 0.02% | 0.01% | 211 | -52 | -0.96% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,294 | 1,526 | 0.48% | — | 212 | +5,294 | New | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,233 | 1,508 | 0.03% | 0.04% | 213 | +377 | 7.76% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,155 | 1,486 | 0.05% | 0.04% | 214 | -171 | -3.21% | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 5,084 | 1,465 | 0.0% | 0.01% | 215 | -8,413 | -62.33% | Q4 2025 | Feb 02, 2026 |
| L2 Asset Management, LLC | History | Reduced | 5,077 | 1,463 | 0.2% | 0.18% | 216 | -176 | -3.35% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,056 | 1,457 | 0.01% | 0.01% | 217 | -3,762 | -42.66% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | Added to | 4,980 | 1,435 | 0.02% | 0.01% | 218 | +193 | 4.03% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 4,938 | 1,424 | 0.0% | 0.0% | 219 | -1,052 | -17.56% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 4,700 | 1,354 | 0.0% | 0.0% | 220 | -300 | -6.0% | Q4 2025 | Feb 17, 2026 |
| Traub Capital Management LLC | History | Reduced | 4,551 | 1,311 | 1.26% | 1.08% | 221 | -24 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Guinness Asset Management LTD | History | Added to | 4,242 | 1,239 | 0.02% | 0.01% | 222 | +810 | 23.6% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 4,242 | 1,222 | 0.03% | 0.01% | 223 | +2,622 | 161.85% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,238 | 1,221 | 0.0% | 0.01% | 224 | -6,291 | -59.75% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,235 | 1,220 | 0.0% | 0.0% | 225 | +367 | 9.49% | Q4 2025 | Jan 29, 2026 |
| Williamson Legacy Group, LLC | History | Added to | 4,109 | 1,184 | 0.93% | 0.74% | 226 | +62 | 1.53% | Q4 2025 | Feb 09, 2026 |
| ALTFEST L J & CO INC | History | New | 4,089 | 1,178 | 0.13% | — | 227 | +4,089 | New | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,021 | 1,159 | 0.01% | 0.0% | 228 | +1,562 | 63.52% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,607 | 1,119 | 0.0% | 0.0% | 229 | +1,073 | 42.34% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,782 | 1,090 | 0.0% | 0.0% | 230 | -1,120 | -22.85% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 3,778 | 1,089 | 0.0% | 0.0% | 231 | +984 | 35.22% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,764 | 1,085 | 0.0% | 0.0% | 232 | +561 | 17.51% | Q4 2025 | Feb 02, 2026 |
| Ethic Inc. | History | Added to | 3,750 | 1,080 | 0.02% | 0.01% | 233 | +444 | 13.43% | Q4 2025 | Feb 03, 2026 |
| Numerai GP LLC | History | New | 3,736 | 1,077 | 0.13% | — | 234 | +3,736 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,708 | 1,068 | 0.0% | 0.01% | 235 | -7,693 | -67.48% | Q4 2025 | Feb 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 3,685 | 1,062 | 0.42% | — | 236 | +3,685 | New | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 3,606 | 1,039 | 0.0% | 0.0% | 237 | +45 | 1.26% | Q4 2025 | Jan 30, 2026 |
| Kendall Capital Management | History | No change | 3,605 | 1,039 | 0.22% | 0.19% | 238 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vestcor Inc | History | Added to | 3,560 | 1,026 | 0.03% | 0.02% | 239 | +677 | 23.48% | Q4 2025 | Feb 11, 2026 |
| WELCH & FORBES LLC | History | No change | 3,500 | 1,008 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,413 | 983 | 0.02% | 0.01% | 241 | +762 | 28.74% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,399 | 979 | 0.06% | — | 242 | +3,399 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 3,367 | 970 | 0.0% | 0.0% | 243 | -421 | -11.11% | Q4 2025 | Feb 24, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,342 | 963 | 0.0% | 0.0% | 244 | -325 | -8.86% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,311 | 954 | 0.0% | 0.0% | 245 | +135 | 4.25% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,307 | 953 | 0.01% | 0.01% | 246 | -20 | -0.6% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,220 | 928 | 0.03% | 0.02% | 247 | +46 | 1.45% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 3,187 | 919 | 0.02% | 0.02% | 248 | +479 | 17.69% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,182 | 917 | 0.0% | 0.0% | 249 | +481 | 17.81% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,139 | 904 | 0.0% | 0.0% | 250 | +385 | 13.98% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,086 | 889 | 0.0% | 0.0% | 251 | -41 | -1.31% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,992 | 862 | 0.0% | — | 252 | +2,992 | New | Q4 2025 | Feb 18, 2026 |
| GABELLI FUNDS LLC | History | New | 2,986 | 860 | 0.01% | — | 254 | +2,986 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,318 | 860 | 0.0% | 0.0% | 253 | -153 | -4.41% | Q4 2025 | Feb 06, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,970 | 856 | 0.13% | 0.11% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,871 | 827 | 0.0% | 0.0% | 256 | +1,818 | 172.65% | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 2,811 | 810 | 0.09% | 0.03% | 257 | +1,442 | 105.33% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,792 | 804 | 0.0% | 0.0% | 258 | +123 | 4.61% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,662 | 767 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | Reduced | 2,648 | 763 | 0.04% | 0.04% | 260 | -48 | -1.78% | Q4 2025 | Feb 12, 2026 |
| RBF Capital, LLC | History | No change | 2,600 | 749 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,598 | 748 | 0.01% | 0.01% | 262 | -1,250 | -32.48% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,589 | 746 | 0.18% | 0.17% | 263 | -378 | -12.74% | Q4 2025 | Jan 12, 2026 |
| XPONANCE LLC | History | Reduced | 2,583 | 744 | 0.01% | 0.01% | 264 | -563 | -17.9% | Q4 2025 | Feb 12, 2026 |
| FJ Capital Management LLC | History | No change | 2,557 | 737 | 0.08% | 0.07% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,534 | 730 | 0.0% | 0.0% | 266 | -2,793 | -52.43% | Q4 2025 | Feb 17, 2026 |
| Harbor Advisors LLC | History | No change | 2,500 | 720 | 0.11% | 0.09% | 267 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,459 | 709 | 0.0% | 0.0% | 268 | -567 | -18.74% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,417 | 696 | 0.01% | 0.01% | 269 | -250 | -9.37% | Q4 2025 | Feb 18, 2026 |
| AXQ CAPITAL, LP | History | New | 2,404 | 693 | 0.16% | — | 270 | +2,404 | New | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,400 | 691 | 0.01% | 0.01% | 271 | +46 | 1.95% | Q4 2025 | Feb 09, 2026 |
| MQS Management LLC | History | Reduced | 2,286 | 659 | 0.39% | 0.44% | 272 | -894 | -28.11% | Q4 2025 | Feb 09, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 2,245 | 647 | 0.29% | 0.26% | 273 | -1,364 | -37.79% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,210 | 637 | 0.0% | — | 274 | +2,210 | New | Q4 2025 | Feb 04, 2026 |
| Corus Family Wealth Advisors | History | Added to | 2,213 | 637 | 0.51% | 0.39% | 275 | +10 | 0.45% | Q4 2025 | Feb 04, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 2,195 | 632 | 0.01% | 0.01% | 276 | +217 | 10.97% | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 2,044 | 589 | 0.09% | 0.04% | 277 | +1,118 | 120.73% | Q4 2025 | Jan 26, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,032 | 588 | 0.0% | 0.0% | 278 | -2,730 | -57.33% | Q4 2025 | Feb 18, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,025 | 583 | 0.04% | — | 279 | +2,025 | New | Q4 2025 | Jan 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 2,018 | 581 | 0.02% | 0.01% | 280 | -100 | -4.72% | Q4 2025 | Feb 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 2,000 | 576 | 0.01% | 0.01% | 281 | -775 | -27.93% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,936 | 557 | 0.0% | 0.0% | 282 | +749 | 63.1% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Added to | 1,801 | 519 | 0.0% | 0.0% | 283 | +26 | 1.46% | Q4 2025 | Jan 21, 2026 |
| Hudson Bay Capital Management LP | History | New | 1,800 | 518 | 0.0% | — | 284 | +1,800 | New | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 1,730 | 498 | 0.05% | — | 286 | +1,730 | New | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 1,730 | 498 | 0.02% | 0.02% | 285 | +82 | 4.98% | Q4 2025 | Jan 07, 2026 |
| South Dakota Investment Council | History | Reduced | 1,688 | 487 | 0.01% | 0.01% | 287 | -200 | -10.59% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,664 | 479 | 0.0% | 0.0% | 288 | +606 | 57.28% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Added to | 1,646 | 474 | 0.0% | 0.0% | 289 | +368 | 28.79% | Q4 2025 | Jan 30, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,619 | 466 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,580 | 455 | 0.24% | 0.21% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,557 | 449 | 0.0% | 0.0% | 292 | -2,580 | -62.36% | Q4 2025 | Jan 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,535 | 442 | 0.03% | 0.02% | 293 | +209 | 15.76% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,530 | 441 | 0.01% | 0.04% | 294 | -5,019 | -76.64% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,518 | 437 | 0.02% | 0.02% | 295 | +185 | 13.88% | Q4 2025 | Jan 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 1,514 | 436 | 0.01% | — | 296 | +1,514 | New | Q4 2025 | Feb 17, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | New | 1,500 | 432 | 0.16% | — | 298 | +1,500 | New | Q4 2025 | Feb 11, 2026 |
| BTC Capital Management, Inc. | History | New | 1,499 | 432 | 0.03% | — | 297 | +1,499 | New | Q4 2025 | Jan 15, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,492 | 430 | 0.0% | — | 299 | +1,492 | New | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Reduced | 1,495 | 430 | 0.06% | 0.07% | 300 | -15 | -0.99% | Q4 2025 | Feb 02, 2026 |
| Utah Retirement Systems | History | No change | 1,477 | 425 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 1,462 | 421 | 0.02% | 0.01% | 302 | +21 | 1.46% | Q4 2025 | Jan 29, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 1,454 | 419 | 0.04% | — | 303 | +1,454 | New | Q4 2025 | Jan 30, 2026 |
| CenterBook Partners LP | History | New | 1,388 | 400 | 0.02% | — | 304 | +1,388 | New | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | No change | 1,385 | 399 | 0.01% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Index Technologies Group LLC | History | New | 1,378 | 397 | 0.41% | — | 307 | +1,378 | New | Q4 2025 | Feb 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 1,380 | 397 | 0.14% | 0.12% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,376 | 396 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,354 | 390 | 0.0% | 0.0% | 309 | +141 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 1,347 | 388 | 0.02% | 0.02% | 310 | -27 | -1.97% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 1,333 | 384 | 0.0% | 0.01% | 311 | -2,584 | -65.97% | Q4 2025 | Feb 11, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 1,319 | 380 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,287 | 371 | 0.02% | 0.01% | 313 | +298 | 30.13% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | New | 1,281 | 369 | 0.0% | — | 314 | +1,281 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 1,275 | 367 | 0.0% | 0.0% | 315 | +298 | 30.5% | Q4 2025 | Feb 05, 2026 |
| FULTON BANK, N.A. | History | New | 1,262 | 363 | 0.01% | — | 316 | +1,262 | New | Q4 2025 | Jan 08, 2026 |
| Walleye Capital LLC | History | Reduced | 1,256 | 362 | 0.0% | 0.01% | 317 | -6,709 | -84.23% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,240 | 360 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,227 | 353 | 0.04% | 0.03% | 319 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | No change | 1,214 | 350 | 0.03% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 1,202 | 346 | 0.01% | 0.01% | 321 | +221 | 22.53% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,184 | 341 | 0.01% | 0.0% | 322 | +295 | 33.18% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 1,155 | 332 | 0.01% | — | 323 | +1,155 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,155 | 332 | 0.0% | 0.0% | 324 | +139 | 13.68% | Q4 2025 | Feb 17, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 1,150 | 331 | 0.07% | 0.07% | 325 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 1,137 | 330 | 0.0% | 0.0% | 326 | +16 | 1.43% | Q4 2025 | Jan 23, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 1,134 | 326 | 0.08% | 0.07% | 327 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,128 | 325 | 0.0% | 0.0% | 328 | -80 | -6.62% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 1,104 | 318 | 0.07% | — | 329 | +1,104 | New | Q4 2025 | Mar 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 1,100 | 317 | 0.0% | — | 330 | +1,100 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,087 | 313 | 0.0% | 0.0% | 332 | -21 | -1.9% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,087 | 313 | 0.01% | 0.0% | 331 | +8 | 0.74% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,083 | 312 | 0.01% | 0.01% | 333 | +36 | 3.44% | Q4 2025 | Feb 05, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,081 | 311 | 0.02% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BAILARD, INC. | History | New | 1,076 | 310 | 0.01% | — | 335 | +1,076 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,075 | 309 | 0.0% | 0.0% | 337 | +1,060 | 7066.67% | Q4 2025 | Feb 18, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 968 | 309 | 0.01% | 0.01% | 336 | +4 | 0.41% | Q4 2025 | Jan 28, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,068 | 307 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,043 | 300 | 0.01% | 0.0% | 339 | +829 | 387.38% | Q4 2025 | Feb 06, 2026 |
| CIBC Asset Management Inc | History | No change | 1,023 | 294 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,003 | 289 | 0.0% | 0.0% | 341 | +34 | 3.51% | Q4 2025 | Feb 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 985 | 283 | 0.16% | 0.14% | 342 | -14 | -1.4% | Q4 2025 | Jan 15, 2026 |
| North Dakota State Investment Board | History | New | 975 | 281 | 0.01% | — | 343 | +975 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 974 | 280 | 0.0% | 0.0% | 344 | +101 | 11.57% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 974 | 280 | 0.01% | 0.0% | 345 | -14 | -1.42% | Q4 2025 | Feb 11, 2026 |
| INCEPTIONR LLC | History | New | 967 | 278 | 0.08% | — | 346 | +967 | New | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 962 | 277 | 0.0% | 0.0% | 347 | -1,042 | -52.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Financial Group LLC | History | New | 956 | 275 | 0.1% | — | 348 | +956 | New | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 949 | 273 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Services | History | Reduced | 932 | 268 | 0.08% | 0.07% | 350 | -10 | -1.06% | Q4 2025 | Feb 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 928 | 267 | 0.01% | 0.01% | 351 | -80 | -7.94% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 924 | 266 | 0.01% | — | 352 | +924 | New | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 911 | 266 | 0.01% | — | 353 | +911 | New | Q4 2025 | Feb 12, 2026 |
| Autumn Glory Partners, LLC | History | No change | 925 | 266 | 0.09% | 0.09% | 354 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 922 | 265 | 0.0% | 0.01% | 355 | -2,983 | -76.39% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | New | 912 | 262 | 0.0% | — | 356 | +912 | New | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 902 | 260 | 0.12% | 0.12% | 358 | -159 | -14.99% | Q4 2025 | Mar 09, 2026 |
| Cooper Financial Group | History | Reduced | 904 | 260 | 0.03% | 0.03% | 357 | -47 | -4.94% | Q4 2025 | Jan 08, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 894 | 257 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 886 | 255 | 0.01% | 0.01% | 360 | -154 | -14.81% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 880 | 253 | 0.01% | — | 361 | +880 | New | Q4 2025 | Jan 23, 2026 |
| PCM Encore, LLC | History | New | 877 | 252 | 0.05% | — | 362 | +877 | New | Q4 2025 | Feb 13, 2026 |
| Sagewood Asset Management LP | History | New | 870 | 250 | 0.09% | — | 363 | +870 | New | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 836 | 241 | 0.15% | — | 364 | +836 | New | Q4 2025 | Jan 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 824 | 237 | 0.0% | — | 365 | +824 | New | Q4 2025 | Jan 14, 2026 |
| R Squared Ltd | History | New | 814 | 234 | 0.11% | — | 366 | +814 | New | Q4 2025 | Jan 30, 2026 |
| NICOLET BANKSHARES INC | History | New | 803 | 231 | 0.04% | — | 367 | +803 | New | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 789 | 227 | 0.0% | 0.01% | 368 | -1,066 | -57.47% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 789 | 227 | 0.0% | — | 369 | +789 | New | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | New | 788 | 227 | 0.02% | — | 370 | +788 | New | Q4 2025 | Jan 29, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 775 | 223 | 0.02% | — | 371 | +775 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | New | 771 | 222 | 0.07% | — | 372 | +771 | New | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 768 | 221 | 0.01% | 0.01% | 373 | -1,106 | -59.02% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 769 | 221 | 0.01% | — | 374 | +769 | New | Q4 2025 | Jan 29, 2026 |
| State of Wyoming | History | Added to | 765 | 220 | 0.02% | 0.01% | 375 | +393 | 105.65% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | New | 763 | 219 | 0.04% | — | 376 | +763 | New | Q4 2025 | Feb 24, 2026 |
| Ironwood Investment Counsel, LLC | History | New | 745 | 214 | 0.03% | — | 377 | +745 | New | Q4 2025 | Feb 06, 2026 |
| Wedmont Private Capital | History | New | 671 | 206 | 0.01% | — | 378 | +671 | New | Q4 2025 | Jan 08, 2026 |
| JBF Capital, Inc. | History | New | 700 | 201 | 0.03% | — | 379 | +700 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | New | 700 | 201 | 0.04% | — | 380 | +700 | New | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,143 | 198 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STRS OHIO | History | Added to | 661 | 190 | 0.0% | 0.0% | 382 | +1 | 0.15% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 657 | 189 | 0.0% | 0.0% | 383 | -20 | -2.95% | Q4 2025 | Feb 10, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 635 | 183 | 0.03% | 0.03% | 384 | -113 | -15.11% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 615 | 177 | 0.0% | 0.0% | 385 | +539 | 709.21% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 589 | 169 | 0.0% | 0.0% | 386 | +31 | 5.56% | Q4 2025 | Jan 20, 2026 |
| Bayforest Capital Ltd | History | Reduced | 571 | 164 | 0.12% | 0.13% | 387 | -550 | -49.06% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 558 | 160 | 0.0% | 0.0% | 388 | +18 | 3.33% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 482 | 138 | 0.0% | — | 389 | +482 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 438 | 126 | 0.0% | 0.0% | 390 | +72 | 19.67% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 425 | 122 | 0.02% | 0.01% | 391 | +213 | 100.47% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 359 | 103 | 0.01% | 0.01% | 393 | +17 | 4.97% | Q4 2025 | Jan 08, 2026 |
| Smithfield Trust Co | History | No change | 360 | 103 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Basepoint Wealth LLC | History | New | 347 | 100 | 0.06% | — | 394 | +347 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 341 | 98 | 0.03% | 0.03% | 395 | -4 | -1.16% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 332 | 95 | 0.02% | 0.03% | 397 | -206 | -38.29% | Q4 2025 | Feb 09, 2026 |
| Truvestments Capital LLC | History | No change | 330 | 95 | 0.02% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 329 | 94 | 0.0% | 0.0% | 398 | +3 | 0.92% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 320 | 92 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 305 | 88 | 0.0% | 0.0% | 400 | +163 | 114.79% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 300 | 86 | 0.0% | 0.0% | 401 | -3 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 292 | 84 | 0.02% | — | 402 | +292 | New | Q4 2025 | Mar 03, 2026 |
| Torren Management, LLC | History | New | 283 | 81 | 0.04% | — | 403 | +283 | New | Q4 2025 | Jan 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 277 | 79 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,540 | 75 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 252 | 73 | 0.0% | 0.0% | 406 | +154 | 157.14% | Q4 2025 | Feb 13, 2026 |
| TEMA ETFS LLC | History | New | 252 | 72 | 0.01% | — | 407 | +252 | New | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 243 | 70 | 0.0% | 0.0% | 408 | -3 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Highlander Partners, L.P. | History | New | 235 | 67 | 0.02% | — | 410 | +235 | New | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 233 | 67 | 0.0% | 0.0% | 409 | +203 | 676.67% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 229 | 66 | 0.0% | 0.0% | 411 | +9 | 4.09% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 219 | 63 | 0.0% | 0.0% | 412 | -112 | -33.84% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 190 | 58 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Added to | 198 | 57 | 0.0% | 0.0% | 414 | +96 | 94.12% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 189 | 54 | 0.0% | 0.0% | 415 | -9 | -4.55% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 180 | 51 | 0.0% | 0.01% | 416 | -94 | -34.31% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 167 | 48 | 0.0% | 0.0% | 417 | +27 | 19.29% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | No change | 163 | 46 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 132 | 38 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 123 | 35 | 0.0% | 0.0% | 420 | -113 | -47.88% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 119 | 34 | 0.0% | — | 421 | +119 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 118 | 34 | 0.0% | 0.0% | 422 | +22 | 22.92% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 110 | 31 | 0.02% | 0.03% | 423 | -66 | -37.5% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Reduced | 101 | 30 | 0.02% | 0.02% | 424 | -12 | -10.62% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | New | 104 | 29 | 0.0% | — | 425 | +104 | New | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 104 | 29 | 0.0% | — | 426 | +104 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 99 | 28 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 93 | 26 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 90 | 25 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 84 | 24 | 0.0% | 0.0% | 431 | +57 | 211.11% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 86 | 24 | 0.0% | 0.0% | 430 | +15 | 21.13% | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 80 | 23 | 0.0% | 0.0% | 432 | -62 | -43.66% | Q4 2025 | Feb 11, 2026 |
| Goodman Advisory Group, LLC | History | No change | 81 | 23 | 0.01% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 75 | 21 | 0.01% | — | 436 | +75 | New | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 76 | 21 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 75 | 21 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68 | 19 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 59 | 17 | 0.0% | — | 438 | +59 | New | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 61 | 17 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 53 | 15 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 49 | 14 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 47 | 13 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 42 | 12 | 0.0% | 0.0% | 443 | +2 | 5.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 39 | 11 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 37 | 10 | 0.0% | — | 447 | +37 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 38 | 10 | 0.0% | 0.0% | 445 | +9 | 31.03% | Q4 2025 | Jan 14, 2026 |
| Grove Bank & Trust | History | No change | 35 | 10 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 32 | 9 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 30 | 8 | 0.0% | — | 450 | +30 | New | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | Reduced | 29 | 8 | 0.0% | 0.0% | 449 | -5 | -14.71% | Q4 2025 | Jan 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 25 | 7 | 0.0% | 0.0% | 454 | -5 | -16.67% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 7 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 27 | 7 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 21 | 6 | 0.0% | — | 459 | +21 | New | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | Added to | 23 | 6 | 0.0% | 0.0% | 457 | +8 | 53.33% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 22 | 6 | 0.0% | 0.0% | 455 | +4 | 22.22% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 22 | 6 | 0.0% | 0.0% | 458 | -1 | -4.35% | Q4 2025 | Jan 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 18 | 5 | 0.0% | — | 461 | +18 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 20 | 5 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 14 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 14 | 4 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13 | 3 | 0.0% | 0.0% | 465 | -19 | -59.38% | Q4 2025 | Feb 09, 2026 |
| Marquette Asset Management, LLC | History | New | 13 | 3 | 0.0% | — | 467 | +13 | New | Q4 2025 | Jan 16, 2026 |
| Manchester Capital Management LLC | History | New | 11 | 3 | 0.0% | — | 466 | +11 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 11 | 3 | 0.0% | — | 469 | +8 | 266.67% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 13 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nova Wealth Management, Inc. | History | No change | 13 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 10 | 2 | 0.0% | — | 475 | +10 | New | Q4 2025 | Jan 09, 2026 |
| North Star Investment Management Corp. | History | New | 9 | 2 | 0.0% | — | 471 | +9 | New | Q4 2025 | Jan 30, 2026 |
| Investors Portfolio Services LLC | History | New | 9 | 2 | 0.0% | — | 481 | +9 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 8 | 2 | 0.0% | — | 482 | +8 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7 | 2 | 0.0% | — | 480 | +7 | New | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 7 | 2 | 0.0% | 0.0% | 478 | +1 | 16.67% | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | No change | 7 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Watch Advisors, INC | History | No change | 9 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 5 | 1 | 0.0% | — | 491 | +5 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 6 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | No change | 6 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 1 | 0.0% | — | 486 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 4 | 1 | 0.0% | — | 487 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 1 | 0.0% | — | 490 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -87,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.98% | — | -54,831 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | History | Closed out | 0 | 0 | — | 9.55% | — | -22,467 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,728 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -12,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,703 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,577 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,126 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DODGE & COX | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,365 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,335 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,731 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -896 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -873 | -100.0% | Q3 2025 | Jan 20, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 10, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -30 | -100.0% | Q3 2025 | Oct 09, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 2 | 0 | — | 0.01% | — | -26 | -92.86% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 04, 2026 |
| Cornerstone Planning Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |