AMERICA MOVIL SAB DE CV/ - AMX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Reduced | 40,354,741 | 834,191 | 0.13% | 0.19% | 1 | -15,906,274 | -28.27% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 24,465,658 | 505,705 | 0.03% | 0.03% | 2 | +908,187 | 3.86% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,667,555 | 365,188 | 0.62% | 0.5% | 3 | -35,958 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Westwood Global Investments, LLC | History | New | 12,597,066 | 260,381 | 13.24% | — | 4 | +12,597,066 | New | Q4 2025 | Feb 10, 2026 |
| Northcape Capital Pty Ltd | History | Added to | 10,654,058 | 220,219 | 25.4% | 25.97% | 5 | +1,707,112 | 19.08% | Q4 2025 | Jan 21, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 8,376,918 | 173,150 | 0.25% | 0.13% | 6 | +4,053,838 | 93.77% | Q4 2025 | Jan 23, 2026 |
| Boston Partners | History | Added to | 4,835,629 | 99,952 | 0.1% | 0.1% | 7 | +326,890 | 7.25% | Q4 2025 | Feb 13, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Reduced | 4,291,383 | 88,702 | 4.8% | 5.39% | 8 | -390,100 | -8.33% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,215,162 | 87,128 | 0.02% | 0.02% | 9 | +71,182 | 1.72% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 3,970,788 | 82,076 | 0.0% | 0.0% | 10 | +353,632 | 9.78% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,332,881 | 68,890 | 0.03% | 0.03% | 11 | +887,532 | 36.29% | Q4 2025 | Feb 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 2,762,821 | 57,107 | 0.43% | 0.53% | 12 | -371,889 | -11.86% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,589,651 | 53,528 | 0.09% | 0.09% | 13 | -152,696 | -5.57% | Q4 2025 | Jan 15, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 2,450,123 | 50,758 | 1.22% | 1.39% | 14 | +467,811 | 23.6% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 2,349,114 | 48,556 | 0.07% | — | 15 | +2,349,114 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 2,142,482 | 44,285 | 0.01% | 0.01% | 16 | -2,678 | -0.12% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,865,335 | 38,556 | 0.03% | 0.03% | 17 | -61,456 | -3.19% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 1,660,300 | 34,318 | 0.12% | 0.13% | 18 | +159,600 | 10.64% | Q4 2025 | Jan 28, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 1,433,900 | 29,638 | 2.35% | 3.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,428,528 | 29,527 | 0.05% | 0.05% | 20 | -371,700 | -20.65% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,408,154 | 29,106 | 0.0% | 0.0% | 21 | -124,055 | -8.1% | Q4 2025 | Mar 25, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,389,292 | 28,716 | 0.03% | 0.03% | 22 | +52,353 | 3.92% | Q4 2025 | Feb 17, 2026 |
| Capital International, Inc./CA/ | History | Reduced | 1,351,016 | 27,925 | 0.22% | 0.35% | 23 | -753,162 | -35.79% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,314,144 | 27,163 | 0.13% | — | 24 | +1,314,144 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,226,544 | 25,352 | 0.0% | 0.0% | 25 | -51,910 | -4.06% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,150,649 | 23,783 | 0.04% | 0.03% | 26 | +408,125 | 54.96% | Q4 2025 | Mar 16, 2026 |
| Capital International Sarl | History | Reduced | 1,086,490 | 22,457 | 0.36% | 0.48% | 27 | -245,458 | -18.43% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 965,410 | 19,955 | 0.0% | 0.0% | 28 | -40,410 | -4.02% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 883,272 | 18,257 | 0.01% | — | 29 | +883,272 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 833,986 | 17,238 | 0.01% | 0.0% | 30 | +21,559 | 2.65% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 759,349 | 15,695 | 0.0% | 0.0% | 31 | -102,828 | -11.93% | Q4 2025 | Feb 19, 2026 |
| Qube Research & Technologies Ltd | History | New | 752,056 | 15,544 | 0.02% | — | 32 | +752,056 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 647,294 | 13,379 | 0.0% | 0.0% | 33 | -21,175 | -3.17% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 562,499 | 11,626 | 0.0% | 0.0% | 34 | +539,699 | 2367.1% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 561,947 | 11,615 | 0.03% | 0.04% | 35 | +32,499 | 6.14% | Q4 2025 | Feb 10, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | Reduced | 558,108 | 11,536 | 0.41% | 0.52% | 36 | -121,298 | -17.85% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 554,837 | 11,468 | 0.0% | 0.0% | 37 | +170,315 | 44.29% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 548,689 | 11,341 | 0.0% | 0.0% | 38 | -97,297 | -15.06% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 471,645 | 9,748 | 0.01% | — | 39 | +471,645 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 407,257 | 8,418 | 0.0% | 0.0% | 40 | +58,476 | 16.77% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 380,377 | 7,862 | 0.13% | 0.14% | 41 | -20,796 | -5.18% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 379,396 | 7,842 | 0.0% | — | 42 | +379,396 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 370,214 | 7,652 | 0.0% | 0.0% | 43 | +249,711 | 207.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 356,338 | 7,365 | 0.0% | 0.0% | 44 | -566,719 | -61.4% | Q4 2025 | Jan 29, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 334,948 | 6,923 | 0.04% | 0.03% | 45 | +120,120 | 55.91% | Q4 2025 | Feb 11, 2026 |
| AIA Group Ltd | History | Reduced | 320,221 | 6,618 | 0.1% | 0.12% | 46 | -9,065 | -2.75% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 314,197 | 6,494 | 0.0% | 0.0% | 47 | +261,453 | 495.7% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 312,870 | 6,467 | 0.0% | 0.0% | 48 | -5,622 | -1.77% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 303,053 | 6,264 | 0.3% | — | 49 | +303,053 | New | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 294,500 | 6,087 | 0.04% | — | 50 | +294,500 | New | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 292,458 | 6,045 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ABS Direct Equity Fund LLC | History | Added to | 273,800 | 5,659 | 6.73% | 0.5% | 52 | +257,200 | 1549.4% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 241,239 | 4,986 | 0.0% | 0.0% | 53 | +889 | 0.37% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 233,460 | 4,825 | 0.0% | 0.01% | 54 | -14,631 | -5.9% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 229,185 | 4,737 | 0.01% | 0.01% | 55 | -397 | -0.17% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | New | 205,874 | 4,255 | 0.01% | — | 56 | +205,874 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 200,113 | 4,176 | 0.05% | 0.05% | 57 | -2,569 | -1.27% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 192,219 | 3,973 | 0.0% | 0.0% | 58 | +154,588 | 410.8% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 190,401 | 3,935 | 0.0% | 0.0% | 59 | +19,447 | 11.38% | Q4 2025 | Feb 11, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 188,671 | 3,899 | 0.95% | 1.09% | 60 | -4,650 | -2.41% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 185,146 | 3,826 | 0.01% | 0.01% | 61 | +15,458 | 9.11% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | No change | 165,510 | 3,421 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 160,122 | 3,338 | 0.01% | 0.01% | 63 | +707 | 0.44% | Q4 2025 | Jan 27, 2026 |
| Greenwich Wealth Management LLC | History | No change | 153,440 | 3,172 | 0.14% | 0.16% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 153,418 | 3,171 | 0.01% | 0.0% | 65 | +137,616 | 870.88% | Q4 2025 | Feb 11, 2026 |
| Henry James International Management Inc. | History | Reduced | 142,572 | 2,946 | 0.93% | 0.92% | 66 | -189 | -0.13% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 141,722 | 2,929 | 0.0% | 0.0% | 67 | -16,462 | -10.41% | Q4 2025 | Jan 29, 2026 |
| OPAL CAPITAL LLC | History | New | 128,624 | 2,658 | 0.66% | — | 69 | +128,624 | New | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Added to | 128,624 | 2,658 | 0.51% | 0.41% | 68 | +16,728 | 14.95% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 126,167 | 2,607 | 0.0% | 0.0% | 70 | +19,670 | 18.47% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 125,542 | 2,594 | 0.04% | 0.05% | 71 | -19,805 | -13.63% | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 122,436 | 2,530 | 0.06% | — | 72 | +122,436 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 118,916 | 2,458 | 0.04% | 0.04% | 73 | -742 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | Reduced | 116,927 | 2,416 | 0.39% | 0.5% | 74 | -24,033 | -17.05% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 115,824 | 2,394 | 0.0% | 0.0% | 75 | +1,736 | 1.52% | Q4 2025 | Feb 18, 2026 |
| GAM Holding AG | History | Added to | 106,249 | 2,196 | 0.14% | 0.1% | 76 | +29,137 | 37.79% | Q4 2025 | Feb 17, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 106,225 | 2,195 | 1.17% | 1.15% | 77 | -190 | -0.18% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 106,100 | 2,193 | 0.06% | 0.02% | 78 | +89,407 | 535.6% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 103,771 | 2,144 | 0.01% | 0.0% | 79 | -9,418 | -8.32% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 103,236 | 2,134 | 0.0% | 0.0% | 80 | +47,399 | 84.89% | Q4 2025 | Feb 05, 2026 |
| Raiffeisen Bank International AG | History | Added to | 100,120 | 2,089 | 0.03% | 0.02% | 81 | +23,700 | 31.01% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 100,879 | 2,085 | 0.0% | 0.0% | 82 | -2,007 | -1.95% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | New | 100,147 | 2,070 | 0.19% | — | 83 | +100,147 | New | Q4 2025 | Feb 04, 2026 |
| Jain Global LLC | History | Added to | 98,999 | 2,046 | 0.01% | 0.01% | 84 | +11,700 | 13.4% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 92,692 | 1,915 | 0.0% | 0.0% | 85 | -10,154 | -9.87% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 86,787 | 1,793 | 0.01% | 0.01% | 86 | +16,466 | 23.42% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 77,387 | 1,599 | 0.0% | 0.0% | 87 | -71 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 76,528 | 1,581 | 0.02% | — | 88 | +76,528 | New | Q4 2025 | Feb 17, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 75,515 | 1,560 | 0.22% | 0.22% | 89 | -700 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 72,940 | 1,507 | 0.0% | — | 90 | +72,940 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 71,913 | 1,486 | 0.0% | 0.0% | 91 | -9,841 | -12.04% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 71,519 | 1,478 | 0.01% | — | 92 | +71,519 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 68,274 | 1,411 | 0.04% | 0.05% | 93 | +217 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Dalton Investments, Inc. | History | Added to | 66,800 | 1,380 | 1.02% | 0.7% | 94 | +16,800 | 33.6% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 66,871 | 1,376 | 0.0% | 0.0% | 95 | +419 | 0.63% | Q4 2025 | Mar 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,170 | 1,347 | 0.0% | 0.0% | 96 | +10,213 | 18.58% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 64,769 | 1,338 | 0.02% | 0.02% | 97 | +22,095 | 51.78% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 58,358 | 1,206 | 0.01% | 0.0% | 98 | +33,257 | 132.49% | Q4 2025 | Jan 29, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 58,256 | 1,204 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 55,990 | 1,157 | 0.0% | — | 100 | +55,990 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 55,800 | 1,153 | 0.02% | — | 101 | +55,800 | New | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 54,639 | 1,129 | 0.17% | — | 102 | +54,639 | New | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 54,290 | 1,122 | 0.0% | 0.0% | 103 | -101,243 | -65.09% | Q4 2025 | Feb 10, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 53,660 | 1,109 | 0.65% | 0.33% | 104 | +28,299 | 111.58% | Q4 2025 | Jan 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 53,340 | 1,102 | 0.06% | 0.07% | 105 | +55 | 0.1% | Q4 2025 | Feb 10, 2026 |
| BAILARD, INC. | History | Added to | 50,200 | 1,037 | 0.02% | 0.02% | 106 | +200 | 0.4% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | Added to | 48,159 | 1,004 | 0.05% | 0.04% | 107 | +29,115 | 152.88% | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 45,300 | 936 | 0.03% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 45,031 | 930 | 0.03% | 0.03% | 109 | +4,227 | 10.36% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,731 | 903 | 0.0% | 0.0% | 110 | +3,556 | 8.85% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 43,253 | 894 | 0.0% | 0.0% | 111 | -1,411 | -3.16% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 40,710 | 841 | 0.0% | 0.0% | 112 | +24,592 | 152.57% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 40,373 | 834 | 0.0% | 0.01% | 113 | -283 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 38,886 | 803 | 0.0% | 0.0% | 114 | -1,836 | -4.51% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 37,999 | 785 | 0.0% | 0.0% | 115 | +2,554 | 7.21% | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 37,043 | 765 | 0.64% | 0.7% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,572 | 756 | 0.0% | 0.0% | 117 | -5,909 | -13.91% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 36,505 | 754 | 0.01% | 0.02% | 118 | +430 | 1.19% | Q4 2025 | Feb 19, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,232 | 748 | 0.0% | 0.0% | 119 | +13,933 | 62.48% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 32,779 | 677 | 0.0% | — | 120 | +32,779 | New | Q4 2025 | Feb 05, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 30,312 | 626 | 0.04% | 0.07% | 121 | -16,586 | -35.37% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,945 | 618 | 0.0% | 0.0% | 122 | +722 | 2.47% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | New | 29,375 | 607 | 0.01% | — | 123 | +29,375 | New | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,207 | 572 | 0.0% | 0.0% | 124 | +239 | 0.85% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 25,856 | 534 | 0.0% | 0.0% | 125 | +10,158 | 64.71% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,451 | 526 | 0.0% | 0.0% | 126 | +2,201 | 9.47% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 25,250 | 521 | 0.0% | 0.0% | 127 | -16,763 | -39.9% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,093 | 518 | 0.0% | 0.0% | 128 | +5,623 | 28.88% | Q4 2025 | Feb 18, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 25,000 | 516 | 0.02% | — | 129 | +25,000 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 24,352 | 503 | 0.01% | 0.02% | 130 | -17,056 | -41.19% | Q4 2025 | Jan 27, 2026 |
| APG Asset Management N.V. | History | Reduced | 26,779 | 471 | 0.0% | 0.0% | 131 | -12,100 | -31.12% | Q4 2025 | Feb 12, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 22,545 | 466 | 0.05% | — | 132 | +22,545 | New | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 22,049 | 455 | 0.01% | 0.01% | 133 | -5,640 | -20.37% | Q4 2025 | Feb 02, 2026 |
| Verity Asset Management, Inc. | History | New | 21,908 | 452 | 0.19% | — | 135 | +21,908 | New | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 21,909 | 452 | 0.0% | 0.0% | 134 | -924 | -4.05% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,454 | 443 | 0.0% | 0.0% | 136 | +1,007 | 4.92% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 21,577 | 441 | 0.01% | 0.02% | 137 | +62 | 0.29% | Q4 2025 | Jan 23, 2026 |
| Limestone Investment Advisors LP | History | No change | 21,248 | 439 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 20,981 | 433 | 0.01% | 0.01% | 139 | +4,825 | 29.87% | Q4 2025 | Feb 19, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 20,082 | 415 | 0.03% | 0.04% | 140 | -5,284 | -20.83% | Q4 2025 | Jan 29, 2026 |
| Sava Infond d.o.o. | History | No change | 20,000 | 413 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| May Hill Capital, LLC | History | New | 19,490 | 402 | 0.05% | — | 142 | +19,490 | New | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 19,274 | 398 | 0.0% | 0.0% | 143 | -664 | -3.33% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 18,975 | 395 | 0.01% | 0.0% | 144 | +736 | 4.04% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,083 | 394 | 0.0% | 0.0% | 145 | +13,534 | 243.9% | Q4 2025 | Jan 23, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 19,101 | 394 | 0.24% | 0.26% | 146 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,853 | 389 | 0.0% | 0.0% | 147 | +1,141 | 6.44% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 18,673 | 385 | 0.0% | 0.0% | 148 | -558 | -2.9% | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 18,125 | 374 | 0.02% | 0.02% | 149 | +97 | 0.54% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | New | 18,034 | 372 | 0.0% | — | 150 | +18,034 | New | Q4 2025 | Feb 18, 2026 |
| Qtron Investments LLC | History | No change | 17,491 | 361 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | New | 16,298 | 336 | 0.0% | — | 152 | +16,298 | New | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 16,000 | 330 | 0.0% | 0.0% | 153 | -1,000 | -5.88% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | New | 15,600 | 322 | 0.02% | — | 154 | +15,600 | New | Q4 2025 | Jan 26, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 15,492 | 320 | 0.18% | 0.2% | 155 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 15,220 | 314 | 0.08% | — | 157 | +15,215 | 304300.0% | Q4 2025 | Mar 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,220 | 314 | 0.0% | 0.0% | 156 | +2,996 | 24.51% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 15,088 | 311 | 0.0% | 0.0% | 158 | +3,882 | 34.64% | Q4 2025 | Feb 11, 2026 |
| Genus Capital Management Inc. | History | Added to | 15,079 | 311 | 0.04% | 0.03% | 159 | +1,000 | 7.1% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 14,950 | 309 | 0.0% | — | 160 | +14,950 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,952 | 309 | 0.0% | 0.0% | 161 | -5,082 | -25.37% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,670 | 303 | 0.0% | 0.0% | 162 | +3,524 | 31.62% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 14,546 | 301 | 0.0% | 0.0% | 163 | -6,392 | -30.53% | Q4 2025 | Jan 26, 2026 |
| FreeGulliver LLC | History | New | 14,027 | 289 | 0.11% | — | 164 | +14,027 | New | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 13,869 | 286 | 0.14% | — | 165 | +13,869 | New | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,601 | 281 | 0.0% | 0.01% | 166 | +1,856 | 15.8% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 13,354 | 276 | 0.0% | 0.0% | 167 | -41 | -0.31% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 13,306 | 275 | 0.01% | 0.01% | 168 | +1,589 | 13.56% | Q4 2025 | Jan 29, 2026 |
| Tuttle Capital Management, LLC | History | New | 13,282 | 274 | 0.61% | — | 169 | +13,282 | New | Q4 2025 | Jan 08, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 13,250 | 273 | 0.24% | — | 170 | +13,250 | New | Q4 2025 | Mar 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,184 | 272 | 0.0% | 0.0% | 171 | +188 | 1.45% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 13,144 | 271 | 0.0% | 0.0% | 172 | -74,669 | -85.03% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 13,095 | 270 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,992 | 268 | 0.0% | 0.0% | 174 | +180 | 1.4% | Q4 2025 | Feb 05, 2026 |
| Field & Main Bank | History | No change | 13,000 | 268 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 12,966 | 268 | 0.06% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,936 | 267 | 0.0% | 0.0% | 178 | +2,007 | 18.36% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,954 | 267 | 0.0% | 0.0% | 177 | -31 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Bridgefront Capital, LLC | History | New | 12,912 | 266 | 0.07% | — | 179 | +12,912 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,835 | 265 | 0.01% | 0.01% | 181 | +1,396 | 12.2% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,840 | 265 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,818 | 264 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,480 | 257 | 0.01% | — | 183 | +12,480 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 12,408 | 256 | 0.01% | — | 184 | +12,408 | New | Q4 2025 | Jan 28, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 12,247 | 253 | 0.16% | 0.17% | 185 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 12,188 | 251 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 12,112 | 250 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 12,047 | 249 | 0.0% | 0.0% | 188 | -456 | -3.65% | Q4 2025 | Feb 10, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 11,800 | 243 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Jump Financial, LLC | History | New | 11,731 | 242 | 0.0% | — | 190 | +11,731 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,666 | 241 | 0.0% | 0.0% | 191 | -4,848 | -29.36% | Q4 2025 | Feb 17, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 11,666 | 241 | 0.06% | 0.07% | 192 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,656 | 240 | 0.0% | 0.0% | 193 | +1,303 | 12.59% | Q4 2025 | Feb 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 10,850 | 233 | 0.16% | 0.16% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 11,095 | 229 | 0.0% | 0.0% | 195 | -57 | -0.51% | Q4 2025 | Feb 12, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | Reduced | 10,750 | 222 | 0.0% | 0.01% | 196 | -12,278 | -53.32% | Q4 2025 | Feb 05, 2026 |
| REXFORD CAPITAL INC | History | Added to | 10,758 | 222 | 0.17% | 0.15% | 197 | +1,588 | 17.32% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,727 | 221 | 0.0% | 0.01% | 198 | +195 | 1.85% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,447 | 215 | 0.0% | 0.0% | 199 | +6,564 | 169.04% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,190 | 210 | 0.0% | — | 200 | +10,190 | New | Q4 2025 | Jan 23, 2026 |
| Scientech Research LLC | History | New | 10,163 | 210 | 0.13% | — | 201 | +10,163 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 9,991 | 206 | 0.01% | 0.01% | 204 | +79 | 0.8% | Q4 2025 | Jan 26, 2026 |
| FCA CORP /TX | History | No change | 10,000 | 206 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | No change | 10,000 | 206 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,925 | 205 | 0.0% | 0.0% | 205 | +23 | 0.23% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,777 | 202 | 0.0% | — | 208 | +9,777 | New | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 9,787 | 202 | 0.01% | 0.01% | 207 | +67 | 0.69% | Q4 2025 | Jan 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,800 | 202 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,700 | 201 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | No change | 9,769 | 201 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 9,040 | 186 | 0.0% | 0.0% | 211 | -31,927 | -77.93% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 8,850 | 183 | 0.0% | 0.0% | 212 | -400 | -4.32% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 8,251 | 170 | 0.0% | 0.0% | 213 | -1,342 | -13.99% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 7,085 | 146 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,979 | 144 | 0.0% | 0.0% | 215 | -969 | -12.19% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,731 | 139 | 0.0% | 0.0% | 216 | +896 | 15.36% | Q4 2025 | Feb 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 5,800 | 119 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Modus Advisors, LLC | History | New | 5,600 | 115 | 0.03% | — | 218 | +5,600 | New | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,400 | 111 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,782 | 98 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,595 | 94 | 0.0% | 0.0% | 221 | +3,073 | 201.91% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,485 | 92 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 4,449 | 91 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,125 | 85 | 0.0% | 0.0% | 224 | -176 | -4.09% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,042 | 83 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,600 | 74 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TCTC Holdings, LLC | History | No change | 3,600 | 74 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NVWM, LLC | History | No change | 3,600 | 74 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,157 | 65 | 0.0% | 0.0% | 229 | +902 | 40.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,005 | 62 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MASECO LLP | History | No change | 3,000 | 61 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,750 | 56 | 0.04% | 0.05% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,608 | 55 | 0.0% | 0.0% | 233 | +13 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,594 | 53 | 0.0% | 0.0% | 234 | -12 | -0.46% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,546 | 52 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Added to | 2,412 | 49 | 0.0% | 0.0% | 236 | +612 | 34.0% | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,350 | 48 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Reduced | 2,198 | 45 | 0.0% | 0.0% | 238 | -70 | -3.09% | Q4 2025 | Jan 14, 2026 |
| Investors Research Corp | History | Reduced | 2,100 | 43 | 0.01% | 0.1% | 239 | -23,601 | -91.83% | Q4 2025 | Jan 06, 2026 |
| Beacon Financial Strategies CORP | History | New | 2,100 | 43 | 0.02% | — | 240 | +2,100 | New | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,052 | 42 | 0.0% | 0.0% | 241 | +101 | 5.18% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,962 | 40 | 0.0% | 0.0% | 242 | -117 | -5.63% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 1,826 | 37 | 0.0% | 0.0% | 243 | +228 | 14.27% | Q4 2025 | Feb 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,800 | 37 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,786 | 36 | 0.0% | — | 245 | +1,786 | New | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 1,699 | 35 | 0.02% | 0.02% | 246 | +20 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 1,500 | 31 | 0.02% | — | 247 | +1,500 | New | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,527 | 31 | 0.0% | 0.0% | 248 | -546 | -26.34% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,541 | 31 | 0.0% | 0.0% | 249 | +146 | 10.47% | Q4 2025 | Jan 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,498 | 30 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,493 | 30 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hilltop National Bank | History | No change | 1,498 | 30 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EASTERN BANK | History | No change | 1,342 | 27 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MOTCO | History | No change | 1,200 | 24 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,200 | 24 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BIRCHBROOK, INC. | History | No change | 1,200 | 24 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,138 | 23 | 0.0% | 0.0% | 257 | -9,482 | -89.28% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 1,150 | 23 | 0.01% | — | 258 | +1,150 | New | Q4 2025 | Mar 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,032 | 21 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,012 | 20 | 0.0% | 0.0% | 260 | -188 | -15.67% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 932 | 19 | 0.0% | 0.0% | 261 | +502 | 116.74% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 870 | 17 | 0.0% | — | 263 | +870 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 840 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 789 | 16 | 0.0% | — | 265 | +789 | New | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 784 | 16 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 748 | 15 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 748 | 15 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UNION SAVINGS BANK | History | New | 700 | 14 | 0.01% | — | 269 | +700 | New | Q4 2025 | Mar 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 700 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 12 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smithfield Trust Co | History | No change | 606 | 12 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 522 | 10 | 0.0% | 0.0% | 272 | -101 | -16.21% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 515 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Piscataqua Savings Bank | History | No change | 500 | 10 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Garner Asset Management Corp | History | New | 400 | 8 | 0.0% | — | 275 | +400 | New | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 386 | 7 | 0.0% | — | 277 | +386 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 385 | 7 | 0.0% | 0.0% | 278 | +4 | 1.05% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 354 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LRI Investments, LLC | History | No change | 346 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 314 | 6 | 0.0% | — | 282 | +314 | New | Q4 2025 | Feb 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 292 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Branch Capital LLC | History | No change | 300 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 302 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | New | 273 | 5 | 0.0% | — | 286 | +273 | New | Q4 2025 | Mar 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 264 | 5 | 0.0% | — | 287 | +264 | New | Q4 2025 | Jan 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 259 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 268 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 232 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Leonteq Securities AG | History | No change | 234 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Center for Financial Services | History | No change | 200 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 236 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 160 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 155 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 120 | 2 | 0.0% | 0.0% | 296 | +50 | 71.43% | Q4 2025 | Feb 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 132 | 2 | 0.0% | 0.0% | 297 | +12 | 10.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 132 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -2,146,781 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.25% | — | -136,689 | -100.0% | Q3 2025 | Dec 15, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -112,745 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -104,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -68,630 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.04% | — | -45,264 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,638 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aspen Grove Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,682 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,043 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,990 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,078 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,502 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,269 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,621 | -100.0% | Q3 2025 | Nov 03, 2025 |
| 3Chopt Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,583 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,041 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vinland Capital Management Gestora de Recursos LTDA. | History | Closed out | 0 | 0 | — | 2.42% | — | -8,954 | -100.0% | Q3 2025 | Feb 23, 2026 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,084 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,965 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,712 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,680 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -954 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Oct 06, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -521 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ancora Advisors LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 04, 2025 |
| High Note Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |