AMN HEALTHCARE SERVICES INC - AMN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,908,022 | 93,110 | 0.0% | 0.0% | 1 | -12,783 | -0.22% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,634,998 | 57,287 | 0.0% | 0.0% | 2 | -753,433 | -17.17% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,005,966 | 31,614 | 0.01% | 0.01% | 3 | +718,048 | 55.75% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,660,712 | 26,172 | 0.01% | 0.01% | 4 | +349,328 | 26.64% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,624,935 | 25,608 | 0.0% | 0.0% | 5 | +28,479 | 1.78% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,148,548 | 18,101 | 0.0% | 0.0% | 6 | -399,630 | -25.81% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 1,035,145 | 16,313 | 0.02% | 0.0% | 7 | +1,021,672 | 7583.11% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 959,787 | 15,126 | 0.02% | 0.02% | 8 | +186,541 | 24.12% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 913,241 | 14,392 | 0.02% | 0.02% | 9 | +158,341 | 20.98% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 909,366 | 14,334 | 0.0% | 0.0% | 10 | +3,417 | 0.38% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 829,641 | 13,075 | 0.02% | 0.03% | 11 | +96,621 | 13.18% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 809,638 | 12,759 | 0.02% | 0.02% | 12 | +129,154 | 18.98% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 785,738 | 12,383 | 0.0% | 0.0% | 13 | -97,443 | -11.03% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 664,973 | 10,479 | 0.0% | 0.0% | 14 | -121,360 | -15.43% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 638,920 | 10,069 | 0.0% | 0.0% | 15 | +364,094 | 132.48% | Q4 2025 | Feb 17, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Added to | 555,526 | 8,755 | 6.55% | 8.08% | 16 | +18,000 | 3.35% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 538,868 | 8,492 | 0.0% | 0.0% | 17 | -182,578 | -25.31% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 503,900 | 7,941 | 0.02% | 0.01% | 18 | +131,700 | 35.38% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 482,619 | 7,606 | 0.0% | 0.0% | 19 | +116,568 | 31.84% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | Added to | 473,381 | 7,460 | 0.05% | 0.05% | 20 | +139,207 | 41.66% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 460,882 | 7,263 | 0.0% | 0.0% | 21 | +46,578 | 11.24% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 460,193 | 7,252 | 0.07% | 0.08% | 22 | +55,137 | 13.61% | Q4 2025 | Feb 09, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 443,113 | 6,983 | 0.88% | 0.92% | 23 | +86,579 | 24.28% | Q4 2025 | Jan 14, 2026 |
| Invesco Ltd. | History | Added to | 410,993 | 6,477 | 0.0% | 0.0% | 24 | +19,352 | 4.94% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 410,680 | 6,472 | 0.0% | 0.0% | 25 | -33,046 | -7.45% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 408,932 | 6,444 | 0.01% | 0.02% | 26 | -283,637 | -40.95% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 387,501 | 6,107 | 0.01% | 0.0% | 27 | +198,761 | 105.31% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 381,532 | 6,012 | 0.0% | 0.0% | 28 | +10,578 | 2.85% | Q4 2025 | Mar 25, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 380,529 | 5,997 | 0.59% | 0.73% | 29 | -35,426 | -8.52% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 353,449 | 5,570 | 0.01% | 0.02% | 30 | -24,645 | -6.52% | Q4 2025 | Feb 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 346,418 | 5,459 | 0.0% | 0.0% | 31 | +269,839 | 352.37% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 295,914 | 4,663 | 0.11% | 0.14% | 32 | -8,908 | -2.92% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 264,498 | 4,168 | 0.0% | 0.0% | 33 | +25,433 | 10.64% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Added to | 232,848 | 3,669 | 0.01% | 0.01% | 34 | +95,871 | 69.99% | Q4 2025 | Feb 12, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 232,128 | 3,658 | 0.27% | 0.23% | 35 | +81,088 | 53.69% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 231,509 | 3,648 | 0.0% | 0.0% | 36 | -9,660 | -4.01% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 228,151 | 3,595 | 0.01% | 17.79% | 37 | +30,179 | 15.24% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 225,426 | 3,552 | 0.0% | 0.0% | 38 | -63,924 | -22.09% | Q4 2025 | Feb 13, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 223,241 | 3,518 | 0.22% | 0.3% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 215,493 | 3,406 | 0.0% | 0.0% | 40 | +28,136 | 15.02% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 160,538 | 2,530 | 0.0% | 0.0% | 41 | -31,352 | -16.34% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 147,808 | 2,329 | 0.0% | 0.0% | 42 | -84,487 | -36.37% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 147,694 | 2,327 | 0.03% | 0.02% | 43 | +73,576 | 99.27% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 147,286 | 2,321 | 0.0% | 0.0% | 44 | +58,238 | 65.4% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 144,231 | 2,267 | 0.0% | 0.0% | 45 | +23,040 | 19.01% | Q4 2025 | Feb 10, 2026 |
| CenterBook Partners LP | History | Added to | 140,914 | 2,220 | 0.11% | 0.08% | 46 | +56,745 | 67.42% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 133,384 | 2,102 | 0.04% | — | 47 | +133,384 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 132,768 | 2,092 | 0.01% | 0.01% | 48 | -16,679 | -11.16% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 131,042 | 2,065 | 0.0% | 0.0% | 49 | -103,815 | -44.2% | Q4 2025 | Feb 13, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 128,716 | 2,028 | 0.09% | 0.48% | 50 | -411,986 | -76.19% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 118,923 | 1,874 | 0.0% | 0.0% | 51 | -5,363 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 116,633 | 1,838 | 0.02% | 0.05% | 52 | -91,887 | -44.07% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 109,664 | 1,728 | 0.0% | — | 53 | +109,664 | New | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 103,755 | 1,635 | 0.05% | 0.15% | 54 | -159,102 | -60.53% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 101,720 | 1,603 | 0.0% | 0.0% | 55 | -32,533 | -24.23% | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | No change | 99,500 | 1,568 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 99,355 | 1,565 | 0.0% | 0.0% | 57 | -10,596 | -9.64% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 94,729 | 1,492 | 0.0% | 0.0% | 58 | -7,075 | -6.95% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,699 | 1,492 | 0.0% | 0.0% | 59 | +3,477 | 3.81% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 93,989 | 1,481 | 0.0% | 0.0% | 60 | -1,184 | -1.24% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 93,343 | 1,471 | 0.0% | — | 61 | +93,343 | New | Q4 2025 | Feb 13, 2026 |
| Taproot Management LP | History | New | 93,039 | 1,466 | 0.24% | — | 62 | +93,039 | New | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 91,335 | 1,439 | 0.0% | 0.0% | 63 | -12,377 | -11.93% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 80,584 | 1,270 | 0.03% | 0.06% | 64 | -54,460 | -40.33% | Q4 2025 | Feb 13, 2026 |
| DBA TRADING, LLC | History | New | 77,000 | 1,213 | 0.78% | — | 65 | +77,000 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 75,600 | 1,191 | 0.0% | 0.0% | 66 | +1,400 | 1.89% | Q4 2025 | Feb 12, 2026 |
| VARCOV Co. | History | New | 75,479 | 1,189 | 0.47% | — | 67 | +75,479 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,315 | 1,186 | 0.0% | 0.0% | 68 | -4,272 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Reduced | 72,521 | 1,142 | 0.02% | 0.64% | 69 | -22,181 | -23.42% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 72,152 | 1,137 | 0.03% | 0.02% | 70 | +6,751 | 10.32% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 71,059 | 1,119 | 0.0% | 0.0% | 71 | +9,702 | 15.81% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 68,474 | 1,079 | 0.0% | 0.0% | 72 | -36,310 | -34.65% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 67,409 | 1,062 | 0.03% | 0.09% | 73 | -5,194 | -7.15% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 67,000 | 1,055 | 0.0% | 0.0% | 74 | +61,100 | 1035.59% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 66,475 | 1,048 | 0.0% | 0.0% | 75 | +15,914 | 31.47% | Q4 2025 | Jan 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 65,179 | 1,027 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 64,180 | 1,011 | 0.02% | 0.19% | 77 | -512,471 | -88.87% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 62,309 | 981 | 0.0% | 0.0% | 78 | +43,197 | 226.02% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 61,195 | 964 | 0.0% | — | 79 | +61,195 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 60,395 | 951 | 0.0% | 0.0% | 80 | -256,839 | -80.96% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 58,605 | 923 | 0.0% | 0.0% | 81 | +56,220 | 2357.23% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 57,268 | 902 | 0.01% | 0.01% | 82 | -7,461 | -11.53% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 56,907 | 896 | 0.05% | 0.01% | 83 | +48,001 | 538.97% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 56,334 | 887 | 0.0% | 0.0% | 84 | +25,840 | 84.74% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 55,748 | 878 | 0.02% | 0.05% | 85 | +9,446 | 20.4% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 55,439 | 873 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 55,065 | 867 | 0.0% | 0.0% | 87 | -3,748 | -6.37% | Q4 2025 | Jan 28, 2026 |
| S&T BANK/PA | History | Reduced | 53,925 | 849 | 0.27% | 0.34% | 88 | -7,994 | -12.91% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 52,419 | 826 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 52,264 | 823 | 0.0% | 0.0% | 90 | -44,449 | -45.96% | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | Added to | 50,562 | 796 | 0.2% | 0.1% | 91 | +32,219 | 175.65% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,113 | 775 | 0.0% | 0.0% | 92 | +7,123 | 16.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 46,896 | 739 | 0.0% | — | 93 | +46,896 | New | Q4 2025 | Feb 17, 2026 |
| ARGA Investment Management, LP | History | No change | 45,782 | 721 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Verdad Advisers, LP | History | New | 45,000 | 709 | 0.81% | — | 96 | +45,000 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 45,037 | 709 | 0.0% | 0.0% | 95 | -307 | -0.68% | Q4 2025 | Feb 17, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | New | 42,420 | 668 | 0.44% | — | 97 | +42,420 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH LANE CAPITAL, LP | History | Added to | 40,578 | 639 | 0.48% | 0.29% | 98 | +25,578 | 170.52% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 39,700 | 625 | 0.0% | 0.0% | 99 | +5,000 | 14.41% | Q4 2025 | Feb 02, 2026 |
| Quadrature Capital Ltd | History | Added to | 38,854 | 612 | 0.01% | 0.01% | 100 | +13,985 | 56.23% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 38,398 | 605 | 0.0% | 0.0% | 101 | -5,690 | -12.91% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 36,784 | 579 | 0.0% | 0.0% | 102 | -2,657 | -6.74% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 36,119 | 569 | 0.0% | 0.01% | 103 | -102,299 | -73.91% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 35,412 | 558 | 0.09% | 0.04% | 104 | +20,496 | 137.41% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,119 | 553 | 0.0% | 0.0% | 105 | -27 | -0.08% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 34,778 | 548 | 0.02% | 0.04% | 107 | -12,365 | -26.23% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 34,790 | 548 | 0.0% | 0.0% | 106 | +2,417 | 7.47% | Q4 2025 | Jan 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 33,834 | 533 | 0.0% | 0.0% | 108 | +3,611 | 11.95% | Q4 2025 | Jan 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 31,930 | 503 | 0.04% | 0.12% | 109 | -36,921 | -53.62% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 23,402 | 498 | 0.0% | 0.0% | 110 | +8,368 | 55.66% | Q4 2025 | Feb 18, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 31,460 | 495 | 0.0% | 0.0% | 111 | -9,824 | -23.8% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 30,950 | 492 | 0.02% | — | 112 | +30,950 | New | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 30,218 | 476 | 0.05% | 0.03% | 113 | +18,056 | 148.46% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 29,199 | 460 | 0.04% | 0.02% | 114 | +17,365 | 146.74% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 28,922 | 455 | 0.0% | 0.0% | 115 | -271,825 | -90.38% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 27,818 | 438 | 0.0% | 0.0% | 116 | -9,180 | -24.81% | Q4 2025 | Jan 26, 2026 |
| Legato Capital Management LLC | History | New | 27,702 | 436 | 0.04% | — | 117 | +27,702 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | New | 27,702 | 436 | 0.09% | — | 118 | +27,702 | New | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,395 | 416 | 0.0% | 0.0% | 119 | -1,253 | -4.53% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 26,026 | 410 | 0.0% | — | 120 | +26,026 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 24,621 | 388 | 0.0% | 0.0% | 121 | -46,450 | -65.36% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 24,330 | 383 | 0.01% | 0.01% | 122 | +3,008 | 14.11% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 23,810 | 375 | 0.0% | — | 123 | +23,810 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,914 | 345 | 0.0% | 0.0% | 124 | -1,202 | -5.2% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 21,772 | 343 | 0.0% | 0.01% | 125 | +527 | 2.48% | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 21,244 | 335 | 0.08% | — | 127 | +21,244 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,354 | 335 | 0.0% | 0.0% | 126 | -84 | -0.39% | Q4 2025 | Jan 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,231 | 334 | 0.0% | 0.0% | 128 | +156 | 0.74% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,345 | 304 | 0.0% | 0.0% | 129 | -10,135 | -34.38% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,809 | 295 | 0.0% | 0.0% | 130 | -15,329 | -44.9% | Q4 2025 | Jan 08, 2026 |
| FourThought Financial Partners, LLC | History | New | 18,601 | 293 | 0.02% | — | 131 | +18,601 | New | Q4 2025 | Feb 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 18,300 | 288 | 0.02% | 0.03% | 132 | +549 | 3.09% | Q4 2025 | Feb 17, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 18,072 | 284 | 0.02% | 0.03% | 133 | +2,592 | 16.74% | Q4 2025 | Feb 03, 2026 |
| Louisiana State Employees Retirement System | History | No change | 17,600 | 277 | 0.0% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 17,233 | 271 | 0.0% | 0.0% | 135 | +2,569 | 17.52% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 17,059 | 268 | 0.0% | — | 136 | +17,059 | New | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 16,135 | 254 | 0.01% | — | 137 | +16,135 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,851 | 249 | 0.0% | 0.01% | 138 | -24,484 | -60.7% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,751 | 248 | 0.0% | 0.0% | 139 | +4,659 | 42.0% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,177 | 246 | 0.0% | 0.0% | 140 | -1,765 | -11.81% | Q4 2025 | Jan 21, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,611 | 235 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 14,660 | 231 | 0.0% | — | 142 | +14,660 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 14,581 | 229 | 0.0% | — | 143 | +14,581 | New | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 14,348 | 226 | 0.0% | 0.01% | 144 | -27,755 | -65.92% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 12,186 | 192 | 0.0% | 0.0% | 145 | -2,590 | -17.53% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 12,109 | 190 | 0.0% | 0.0% | 146 | -1,040 | -7.91% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,722 | 184 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,496 | 181 | 0.0% | — | 148 | +11,496 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 11,439 | 180 | 0.0% | 0.0% | 149 | +136 | 1.2% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,474 | 180 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Alpine Global Management, LLC | History | New | 11,180 | 176 | 0.04% | — | 152 | +11,180 | New | Q4 2025 | Feb 26, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,215 | 176 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 11,013 | 173 | 0.04% | — | 154 | +11,013 | New | Q4 2025 | Feb 06, 2026 |
| Olympiad Research LP | History | Reduced | 11,003 | 173 | 0.46% | 0.43% | 153 | -5,008 | -31.28% | Q4 2025 | Feb 17, 2026 |
| First National Advisers, LLC | History | Reduced | 10,916 | 172 | 0.02% | 0.03% | 155 | -2,124 | -16.29% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,829 | 170 | 0.0% | 0.0% | 156 | -972 | -8.24% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 10,806 | 170 | 0.0% | 0.0% | 157 | -522 | -4.61% | Q4 2025 | Jan 28, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,605 | 167 | 0.0% | — | 158 | +10,605 | New | Q4 2025 | Mar 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,627 | 167 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 10,172 | 160 | 0.0% | 0.0% | 160 | -12,789 | -55.7% | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,813 | 154 | 0.0% | 0.0% | 161 | -1,307 | -11.75% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,772 | 138 | 0.0% | 0.0% | 162 | +102 | 1.18% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,474 | 133 | 0.0% | 0.0% | 163 | -8,340 | -49.6% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,100 | 127 | 0.0% | 0.0% | 164 | +1,100 | 15.71% | Q4 2025 | Jan 28, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 8,000 | 126 | 0.04% | 0.04% | 165 | +2,000 | 33.33% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,865 | 92 | 0.0% | 0.0% | 166 | -815 | -12.2% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,830 | 76 | 0.0% | 0.0% | 167 | -3,406 | -41.36% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,522 | 71 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,215 | 66 | 0.0% | 0.0% | 169 | -8,150 | -65.91% | Q4 2025 | Feb 12, 2026 |
| South Dakota Investment Council | History | Reduced | 4,125 | 65 | 0.0% | 0.02% | 170 | -61,800 | -93.74% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 3,694 | 58 | 0.03% | 0.05% | 171 | -1,053 | -22.18% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,629 | 57 | 0.0% | 0.0% | 172 | -2,887 | -44.31% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 3,421 | 53 | 0.0% | 0.0% | 173 | -988 | -22.41% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,202 | 50 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 3,000 | 47 | 0.0% | 0.0% | 175 | +2,000 | 200.0% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,898 | 45 | 0.0% | 0.0% | 176 | +1,481 | 104.52% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,357 | 37 | 0.01% | 0.01% | 177 | -445 | -15.88% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,186 | 34 | 0.0% | 0.0% | 178 | -459 | -17.35% | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2,034 | 32 | 0.0% | — | 179 | +2,034 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,410 | 22 | 0.0% | 0.0% | 180 | -1,600 | -53.16% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,150 | 18 | 0.0% | 0.0% | 181 | -2,100 | -64.62% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 996 | 16 | 0.0% | 0.0% | 182 | -260 | -20.7% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,008 | 15 | 0.0% | 0.0% | 184 | -8,636 | -89.55% | Q4 2025 | Mar 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 923 | 15 | 0.0% | 0.0% | 183 | +312 | 51.06% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 864 | 13 | 0.0% | — | 185 | +864 | New | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 786 | 12 | 0.0% | 0.01% | 186 | -927 | -54.12% | Q4 2025 | Feb 03, 2026 |
| Curat Global, LLC | History | Reduced | 824 | 12 | 0.01% | 0.02% | 187 | -50 | -5.72% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 716 | 11 | 0.0% | 0.0% | 188 | +11 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 675 | 10 | 0.0% | — | 190 | +675 | New | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 641 | 10 | 0.0% | — | 189 | +641 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 574 | 9 | 0.0% | 0.0% | 192 | -538 | -48.38% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 586 | 9 | 0.0% | 0.0% | 191 | +440 | 301.37% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 540 | 8 | 0.0% | 0.0% | 193 | -15 | -2.7% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 419 | 6 | 0.0% | 0.0% | 194 | +114 | 37.38% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 318 | 5 | 0.0% | 0.0% | 195 | -315 | -49.76% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 188 | 3 | 0.0% | — | 197 | +188 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 189 | 2 | 0.0% | — | 206 | +189 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 165 | 2 | 0.0% | — | 199 | +160 | 3200.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 137 | 2 | 0.0% | — | 201 | +137 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150 | 2 | 0.0% | — | 204 | +122 | 435.71% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 175 | 2 | 0.0% | 0.0% | 202 | +121 | 224.07% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 140 | 2 | 0.0% | 0.0% | 203 | -119 | -45.95% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 159 | 2 | 0.0% | 0.0% | 205 | -74 | -31.76% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 156 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 143 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 79 | 1 | 0.0% | 0.0% | 207 | -92 | -53.8% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 92 | 1 | 0.0% | — | 210 | +70 | 318.18% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 114 | 1 | 0.0% | 0.0% | 213 | -62 | -35.23% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 86 | 1 | 0.0% | 0.0% | 214 | +29 | 50.88% | Q4 2025 | Feb 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 209 | -26 | -28.57% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 80 | 1 | 0.0% | 0.0% | 211 | -13 | -13.98% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 121 | 1 | 0.0% | 0.0% | 208 | -12 | -9.02% | Q4 2025 | Feb 09, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.09% | — | -990,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empyrean Capital Partners, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -85,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -64,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -58,619 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,794 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,101 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,734 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,435 | -100.0% | Q3 2025 | Oct 09, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,265 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -13,800 | -100.0% | Q3 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,657 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,207 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,790 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,319 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,204 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 18 | 0 | — | 0.0% | — | -3,477 | -99.48% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,220 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Versant Capital Management, Inc | History | Reduced | 30 | 0 | — | 0.0% | — | -1,462 | -97.99% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -713 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 37 | 0 | — | 0.0% | — | -476 | -92.79% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -421 | -99.53% | Q4 2025 | Jan 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -193 | -95.54% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rossby Financial, LCC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -37 | -54.41% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CBIZ Investment Advisory Services, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Blue Trust, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Parkside Financial Bank & Trust | History | Added to | 40 | 0 | — | — | — | +15 | 60.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 54 | 0 | — | 0.0% | — | -11 | -16.92% | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 25 | 0 | — | — | — | -7 | -21.88% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 56 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 57 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |