Amphastar Pharmaceuticals, Inc. - AMPH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 28 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 | 5,462,015 | 146,272 | 0.0% | 0.0% | 1 | -23,042 | -0.42% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,608,158 | 69,846 | 0.0% | 0.0% | 2 | -22,882 | -0.87% | Q4 2025 | Jan 29, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,963,052 | 52,570 | 0.04% | 0.04% | 3 | +31,160 | 1.61% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,799,685 | 48,196 | 0.01% | 0.01% | 4 | +44,020 | 2.51% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,531,786 | 41,021 | 0.0% | 0.0% | 5 | +31,044 | 2.07% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 1,394,463 | 37,343 | 0.13% | 0.12% | 6 | +40,536 | 2.99% | Q4 2025 | Feb 18, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,237,284 | 33,134 | 0.03% | 0.02% | 7 | +363,216 | 41.55% | Q4 2025 | Feb 13, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,126,585 | 30,169 | 0.17% | 0.17% | 8 | -7,401 | -0.65% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 1,087,266 | 29,116 | 0.22% | 0.23% | 9 | -85,841 | -7.32% | Q4 2025 | Jan 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 886,825 | 23,753 | 0.0% | 0.0% | 10 | -35,752 | -3.88% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 665,336 | 17,817 | 0.01% | 0.0% | 11 | +376,751 | 130.55% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 591,631 | 15,843 | 0.0% | 0.0% | 12 | +16,952 | 2.95% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 559,426 | 14,981 | 0.01% | 0.01% | 13 | +167,116 | 42.6% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 557,066 | 14,918 | 0.01% | 0.01% | 14 | +39,844 | 7.7% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 556,709 | 14,908 | 0.0% | 0.0% | 15 | +315,481 | 130.78% | Q4 2025 | Mar 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 544,700 | 14,587 | 0.02% | 0.02% | 16 | -42,200 | -7.19% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 501,404 | 13,427 | 0.0% | 0.0% | 17 | +111,811 | 28.7% | Q4 2025 | Feb 19, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 435,580 | 11,664 | 0.27% | 0.27% | 18 | +12,468 | 2.95% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 402,563 | 10,780 | 0.03% | 0.03% | 19 | +76,380 | 23.42% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 371,391 | 9,945 | 0.0% | 0.0% | 20 | -28,079 | -7.03% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 352,297 | 9,434 | 0.1% | 0.1% | 21 | -14,025 | -3.83% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 350,707 | 9,391 | 0.0% | 0.0% | 22 | -5,702 | -1.6% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 323,549 | 8,664 | 0.18% | 0.18% | 23 | +11,212 | 3.59% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 317,482 | 8,502 | 0.05% | 0.05% | 24 | +33,808 | 11.92% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 305,161 | 8,172 | 0.0% | 0.0% | 25 | +93,361 | 44.08% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 290,673 | 7,784 | 0.0% | 0.01% | 26 | -407,092 | -58.34% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 259,061 | 6,937 | 0.0% | 0.0% | 27 | -8,767 | -3.27% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 256,624 | 6,872 | 0.0% | 0.0% | 28 | -55,650 | -17.82% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 241,024 | 6,454 | 0.0% | 0.0% | 29 | -12,751 | -5.02% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Added to | 235,485 | 6,306 | 1.85% | 0.97% | 30 | +99,227 | 72.82% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 231,305 | 6,194 | 0.02% | 0.03% | 31 | -61,138 | -20.91% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 230,737 | 6,179 | 0.0% | 0.0% | 32 | +23,978 | 11.6% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 217,974 | 5,837 | 0.0% | 0.0% | 33 | +12,296 | 5.98% | Q4 2025 | Feb 02, 2026 |
| DENALI ADVISORS LLC | History | Added to | 211,765 | 5,671 | 0.63% | 0.41% | 34 | +76,765 | 56.86% | Q4 2025 | Feb 03, 2026 |
| Pacer Advisors, Inc. | History | Added to | 177,744 | 4,759 | 0.01% | 0.0% | 35 | +171,748 | 2864.38% | Q4 2025 | Feb 24, 2026 |
| Empowered Funds, LLC | History | Added to | 165,907 | 4,442 | 0.08% | 0.04% | 36 | +16,112 | 10.76% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 158,644 | 4,248 | 0.0% | 0.0% | 37 | -94,588 | -37.35% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 140,310 | 3,757 | 0.0% | 0.0% | 38 | -10,112 | -6.72% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 133,715 | 3,580 | 0.0% | 0.0% | 39 | +3,874 | 2.98% | Q4 2025 | Feb 17, 2026 |
| LAM GROUP, INC. | History | No change | 130,800 | 3,502 | 2.0% | 2.16% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 129,144 | 3,459 | 0.0% | 0.0% | 41 | -24,207 | -15.79% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 128,174 | 3,432 | 0.0% | 0.0% | 42 | +1,077 | 0.85% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 125,968 | 3,373 | 0.0% | 0.0% | 43 | +35,799 | 39.7% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 125,130 | 3,351 | 0.05% | 0.18% | 44 | -267,772 | -68.15% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 122,505 | 3,280 | 0.01% | 0.01% | 45 | -17,170 | -12.29% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 121,176 | 3,245 | 0.18% | 0.19% | 46 | -8,163 | -6.31% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 120,890 | 3,238 | 0.0% | 0.0% | 47 | +120,747 | 84438.46% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 120,893 | 3,237 | 0.0% | 0.0% | 48 | -101,126 | -45.55% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | New | 113,673 | 3,044 | 0.03% | — | 49 | +113,673 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 111,439 | 2,984 | 0.0% | 0.01% | 50 | -129,773 | -53.8% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 110,300 | 2,954 | 0.01% | 0.0% | 51 | +37,000 | 50.48% | Q4 2025 | Feb 06, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 105,417 | 2,823 | 0.02% | — | 52 | +105,417 | New | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 98,678 | 2,642 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 93,515 | 2,504 | 0.0% | — | 54 | +93,515 | New | Q4 2025 | Jan 09, 2026 |
| Quantedge Capital Pte Ltd | History | Added to | 91,700 | 2,455 | 1.17% | 0.66% | 55 | +46,600 | 103.33% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 90,730 | 2,429 | 0.0% | 0.0% | 56 | -6,884 | -7.05% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 87,183 | 2,334 | 0.01% | 0.01% | 57 | +18,125 | 26.25% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 84,454 | 2,261 | 0.0% | 0.0% | 58 | -33,733 | -28.54% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 82,390 | 2,206 | 0.0% | 0.0% | 59 | -7,739 | -8.59% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 77,467 | 2,074 | 0.0% | 0.0% | 60 | -64,385 | -45.39% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 76,101 | 2,037 | 0.0% | 0.0% | 61 | -1,602 | -2.06% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 75,319 | 2,017 | 0.0% | 0.0% | 62 | +8,825 | 13.27% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | No change | 72,600 | 1,944 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 67,652 | 1,811 | 0.0% | 0.0% | 64 | +5,507 | 8.86% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 66,969 | 1,793 | 0.03% | 0.02% | 65 | +27,405 | 69.27% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 64,123 | 1,717 | 0.05% | 0.05% | 66 | +807 | 1.27% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 63,232 | 1,693 | 0.02% | 0.01% | 67 | +12,072 | 23.6% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | New | 62,192 | 1,665 | 0.0% | — | 68 | +62,192 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 60,630 | 1,623 | 0.0% | 0.0% | 69 | +10,000 | 19.75% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | No change | 55,695 | 1,491 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 55,232 | 1,479 | 0.0% | 0.0% | 71 | +897 | 1.65% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 54,359 | 1,455 | 0.0% | 0.0% | 72 | -2,128 | -3.77% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 51,664 | 1,383 | 0.0% | 0.0% | 73 | -3,451 | -6.26% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 48,607 | 1,301 | 0.03% | — | 74 | +48,607 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 47,203 | 1,264 | 0.0% | 0.0% | 75 | -226 | -0.48% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,302 | 1,213 | 0.0% | 0.0% | 76 | +16,551 | 57.57% | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 38,200 | 1,022 | 0.58% | 0.59% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 36,796 | 986 | 0.0% | 0.0% | 78 | -238,426 | -86.63% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,798 | 958 | 0.0% | 0.0% | 79 | -81 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Polaris Capital Management, LLC | History | Added to | 35,532 | 951 | 0.08% | 0.02% | 80 | +22,432 | 171.24% | Q4 2025 | Jan 29, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 20,848 | 951 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 30,682 | 821 | 0.04% | 0.09% | 82 | -13,386 | -30.38% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,216 | 809 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 29,800 | 798 | 0.0% | 0.0% | 84 | +9,100 | 43.96% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,557 | 791 | 0.0% | 0.0% | 85 | +1,161 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 29,104 | 785 | 0.0% | — | 86 | +29,104 | New | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,823 | 771 | 0.0% | 0.0% | 87 | +6,848 | 31.16% | Q4 2025 | Feb 10, 2026 |
| Illumine Investment Management, LLC | History | Added to | 28,328 | 758 | 0.55% | 0.53% | 88 | +651 | 2.35% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 28,280 | 757 | 0.0% | 0.0% | 89 | +8,465 | 42.72% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 27,916 | 747 | 0.01% | 0.01% | 90 | +7,128 | 34.29% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 27,802 | 744 | 0.0% | 0.0% | 91 | +12,438 | 80.96% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 27,593 | 738 | 0.01% | — | 92 | +27,593 | New | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 26,590 | 712 | 0.06% | 0.1% | 93 | -9,470 | -26.26% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 26,303 | 704 | 0.01% | 0.02% | 94 | -9,705 | -26.95% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 26,045 | 697 | 0.0% | 0.0% | 95 | +16,520 | 173.44% | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | No change | 25,405 | 680 | 0.05% | 0.06% | 96 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,313 | 651 | 0.0% | 0.0% | 97 | -1,515 | -5.87% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | New | 23,537 | 630 | 0.0% | — | 98 | +23,537 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,977 | 615 | 0.0% | 0.0% | 99 | -351 | -1.5% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,075 | 564 | 0.0% | 0.0% | 100 | -2,018 | -8.74% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,913 | 560 | 0.01% | 0.01% | 101 | +166 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 20,477 | 548 | 0.08% | 0.03% | 103 | +11,897 | 138.66% | Q4 2025 | Apr 07, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 20,465 | 548 | 0.01% | 0.0% | 102 | +6,976 | 51.72% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 20,409 | 546 | 0.0% | 0.0% | 104 | +1,978 | 10.73% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 19,844 | 531 | 0.0% | 0.0% | 105 | +5,199 | 35.5% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 19,397 | 478 | 0.0% | 0.0% | 106 | +459 | 2.42% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,506 | 468 | 0.0% | 0.0% | 107 | -3,828 | -17.94% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 16,879 | 452 | 0.0% | 0.0% | 108 | -363 | -2.11% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,868 | 451 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 16,602 | 444 | 0.01% | 0.0% | 110 | +4,935 | 42.3% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 16,431 | 440 | 0.0% | 0.0% | 111 | +181 | 1.11% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,402 | 439 | 0.0% | — | 112 | +16,402 | New | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | Added to | 16,383 | 439 | 0.01% | 0.01% | 113 | +7,000 | 74.6% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,200 | 433 | 0.01% | 0.01% | 114 | -300 | -1.82% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,568 | 416 | 0.0% | 0.0% | 115 | +2,308 | 17.41% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,339 | 410 | 0.0% | 0.0% | 116 | -384 | -2.44% | Q4 2025 | Mar 09, 2026 |
| Assenagon Asset Management S.A. | History | No change | 15,216 | 407 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 15,161 | 406 | 0.05% | 0.05% | 118 | -307 | -1.98% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 14,929 | 399 | 0.0% | — | 119 | +14,929 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,860 | 397 | 0.0% | 0.0% | 121 | -34,450 | -69.86% | Q4 2025 | Feb 13, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | New | 14,852 | 397 | 0.01% | — | 120 | +14,852 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,661 | 392 | 0.0% | 0.0% | 123 | +6,199 | 73.26% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,649 | 392 | 0.0% | 0.0% | 122 | +2,677 | 22.36% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 14,515 | 388 | 0.01% | 0.02% | 124 | -15,248 | -51.23% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,230 | 381 | 0.0% | 0.0% | 125 | +825 | 6.15% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Reduced | 14,151 | 378 | 0.0% | 0.0% | 126 | -18,234 | -56.3% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,854 | 344 | 0.0% | 0.0% | 127 | -18,760 | -59.34% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 12,400 | 332 | 0.01% | 0.01% | 128 | -6,121 | -33.05% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 12,362 | 331 | 0.0% | 0.0% | 129 | -1,200 | -8.85% | Q4 2025 | Feb 04, 2026 |
| CIM, LLC | History | Reduced | 11,342 | 303 | 0.04% | 0.04% | 130 | -286 | -2.46% | Q4 2025 | Feb 18, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 11,185 | 299 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 11,121 | 297 | 0.01% | 0.01% | 132 | +2,933 | 35.82% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,913 | 292 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,462 | 280 | 0.0% | 0.0% | 134 | -542 | -4.93% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 10,428 | 279 | 0.0% | 0.0% | 136 | -717 | -6.43% | Q4 2025 | Jan 28, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,419 | 279 | 0.0% | 0.0% | 135 | -75 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,263 | 274 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 9,624 | 257 | 0.29% | 0.27% | 138 | -10,955 | -53.23% | Q4 2025 | Jan 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 9,418 | 252 | 0.0% | 0.0% | 139 | -567 | -5.68% | Q4 2025 | Jan 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 9,332 | 249 | 0.0% | 0.0% | 140 | -35,017 | -78.96% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,265 | 248 | 0.0% | — | 141 | +9,265 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,186 | 246 | 0.01% | — | 142 | +9,186 | New | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 9,083 | 243 | 0.0% | 0.0% | 143 | +457 | 5.3% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,053 | 242 | 0.0% | 0.0% | 144 | -1,470 | -13.97% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,742 | 234 | 0.0% | 0.0% | 145 | +882 | 11.22% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,760 | 234 | 0.0% | 0.0% | 146 | -358 | -3.93% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,619 | 228 | 0.0% | 0.0% | 147 | -681 | -7.32% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 8,488 | 227 | 0.0% | 0.0% | 148 | -977 | -10.32% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,721 | 226 | 0.0% | 0.0% | 149 | -552 | -5.95% | Q4 2025 | Jan 21, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,142 | 218 | 0.0% | 0.0% | 150 | +100 | 1.24% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,133 | 217 | 0.0% | — | 151 | +8,133 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,900 | 211 | 0.0% | 0.0% | 152 | +500 | 6.76% | Q4 2025 | Jan 28, 2026 |
| Jump Financial, LLC | History | New | 7,800 | 208 | 0.0% | — | 153 | +7,800 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 7,720 | 206 | 0.01% | 0.01% | 154 | -855 | -9.97% | Q4 2025 | Feb 09, 2026 |
| Rafferty Asset Management, LLC | History | New | 7,682 | 205 | 0.0% | — | 155 | +7,682 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 7,561 | 202 | 0.02% | 0.01% | 156 | +4,260 | 129.05% | Q4 2025 | Feb 11, 2026 |
| Corient IA LLC | History | New | 7,500 | 200 | 0.19% | — | 159 | +7,500 | New | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 7,488 | 200 | 0.02% | 0.02% | 158 | -662 | -8.12% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,504 | 200 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,808 | 155 | 0.0% | 0.0% | 160 | +277 | 5.01% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,265 | 141 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,484 | 120 | 0.0% | 0.0% | 162 | +1,362 | 43.63% | Q4 2025 | Feb 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,762 | 101 | 0.0% | 0.0% | 163 | +3,582 | 1990.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,729 | 99 | 0.0% | 0.0% | 164 | -3,936 | -51.35% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,523 | 94 | 0.0% | 0.0% | 165 | -2,949 | -45.57% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,101 | 83 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,734 | 73 | 0.0% | 0.0% | 167 | -342 | -11.12% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,418 | 64 | 0.0% | 0.0% | 168 | +1,944 | 410.13% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,233 | 59 | 0.0% | 0.0% | 169 | +435 | 24.19% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,787 | 47 | 0.0% | 0.0% | 170 | +965 | 117.4% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,741 | 46 | 0.0% | 0.0% | 171 | -330 | -15.93% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,685 | 45 | 0.0% | 0.0% | 173 | +462 | 37.78% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 1,683 | 45 | 0.0% | 0.0% | 172 | +175 | 11.6% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,615 | 43 | 0.0% | — | 174 | +1,615 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,486 | 39 | 0.0% | — | 175 | +1,486 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,381 | 36 | 0.0% | 0.0% | 176 | +437 | 46.29% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,240 | 33 | 0.0% | 0.0% | 177 | -528 | -29.86% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,174 | 31 | 0.0% | 0.0% | 178 | +150 | 14.65% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 970 | 25 | 0.0% | 0.0% | 179 | -600 | -38.22% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 912 | 24 | 0.0% | — | 180 | +912 | New | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 902 | 24 | 0.0% | 0.0% | 181 | -98 | -9.8% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 878 | 23 | 0.0% | 0.0% | 182 | +157 | 21.78% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 819 | 21 | 0.01% | 0.01% | 184 | +208 | 34.04% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 806 | 21 | 0.0% | 0.0% | 183 | -44 | -5.18% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 762 | 20 | 0.01% | — | 187 | +762 | New | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 768 | 20 | 0.0% | 0.0% | 186 | +359 | 87.78% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 767 | 20 | 0.0% | 0.0% | 185 | -160 | -17.26% | Q4 2025 | Jan 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 718 | 19 | 0.01% | 0.01% | 188 | +36 | 5.28% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 620 | 16 | 0.0% | 0.0% | 189 | -9 | -1.43% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 531 | 14 | 0.0% | 0.0% | 190 | +164 | 44.69% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 542 | 14 | 0.0% | 0.0% | 191 | +20 | 3.83% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 509 | 13 | 0.0% | 0.0% | 192 | +58 | 12.86% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 508 | 13 | 0.0% | 0.0% | 193 | +40 | 8.55% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 358 | 9 | 0.0% | 0.0% | 194 | +300 | 517.24% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 362 | 9 | 0.0% | 0.0% | 195 | +71 | 24.4% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 271 | 7 | 0.0% | 0.0% | 196 | -5 | -1.81% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 229 | 6 | 0.0% | 0.0% | 198 | -148 | -39.26% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 259 | 6 | 0.0% | 0.0% | 199 | +52 | 25.12% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 250 | 6 | 0.0% | 0.0% | 197 | +3 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 200 | 5 | 0.0% | — | 202 | +200 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 191 | 5 | 0.0% | 0.0% | 200 | -80 | -29.52% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 213 | 5 | 0.0% | 0.0% | 201 | -4 | -1.84% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 173 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 135 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 150 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 100 | 2 | 0.0% | 0.0% | 208 | -323 | -76.36% | Q4 2025 | Mar 16, 2026 |
| Avion Wealth | History | Reduced | 84 | 2 | 0.0% | 0.0% | 209 | -40 | -32.26% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 90 | 2 | 0.0% | 0.0% | 207 | -10 | -10.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 59 | 2 | 0.0% | 0.0% | 211 | +3 | 5.36% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthCollab, LLC | History | Reduced | 64 | 1 | 0.0% | 0.0% | 217 | -143 | -69.08% | Q4 2025 | Jan 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 64 | 1 | 0.0% | 0.0% | 216 | -82 | -56.16% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 59 | 1 | 0.0% | — | 218 | +49 | 490.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 68 | 1 | 0.0% | 0.0% | 212 | -18 | -20.93% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 43 | 1 | 0.0% | 0.0% | 215 | +1 | 2.38% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -89,233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -77,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -25,090 | -100.0% | Q3 2025 | Oct 31, 2025 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -23,043 | -100.0% | Q3 2025 | Nov 19, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,820 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,743 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,630 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -14,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,568 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,972 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,356 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,968 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,443 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,874 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,604 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Reduced | 33 | 0 | — | 0.0% | — | -205 | -86.13% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Elequin Capital, LP | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OPTIMA CAPITAL LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 25 | 0 | — | — | — | +10 | 66.67% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q4 2025 | Jan 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 26 | 0 | — | — | — | -1 | -3.7% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 24 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |