APPFOLIO INC - APPF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 2,560,460 | 595,691 | 0.01% | 0.01% | 1 | +101,466 | 4.13% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 2,368,348 | 550,996 | 0.01% | 0.01% | 2 | -44,599 | -1.85% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,245,949 | 289,879 | 0.15% | 0.16% | 3 | +79,197 | 6.79% | Q4 2025 | Feb 02, 2026 |
| Ashe Capital Management, LP | History | Reduced | 1,077,915 | 250,776 | 24.3% | 25.87% | 4 | -253,345 | -19.03% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 685,656 | 159,517 | 0.01% | 0.01% | 5 | +7,585 | 1.12% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 669,317 | 155,717 | 0.02% | 0.02% | 6 | +98,230 | 17.2% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 638,241 | 148,486 | 0.41% | 0.39% | 7 | +86,272 | 15.63% | Q4 2025 | Feb 09, 2026 |
| Nellore Capital Management LLC | History | Added to | 529,696 | 123,233 | 13.8% | 14.28% | 8 | +54,732 | 11.52% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 520,509 | 121,096 | 0.33% | 0.41% | 9 | -95,117 | -15.45% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 472,491 | 109,946 | 0.01% | 0.01% | 10 | +11,588 | 2.51% | Q4 2025 | Feb 09, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 419,431 | 97,580 | 1.03% | 1.45% | 11 | -98,319 | -18.99% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 416,260 | 96,842 | 0.01% | 0.02% | 12 | +20,609 | 5.21% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 415,315 | 96,623 | 0.01% | 0.0% | 13 | +338,838 | 443.06% | Q4 2025 | Feb 17, 2026 |
| DF DENT & CO INC | History | Reduced | 401,494 | 93,407 | 1.34% | 1.52% | 14 | -26,104 | -6.1% | Q4 2025 | Feb 17, 2026 |
| LONG WALK MANAGEMENT LP | History | Added to | 381,750 | 88,814 | 19.76% | 16.07% | 15 | +93,250 | 32.32% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 361,101 | 84,010 | 0.05% | 0.06% | 16 | +43,688 | 13.76% | Q4 2025 | Feb 13, 2026 |
| Caledonia (Private) Investments Pty Ltd | History | Added to | 332,635 | 77,387 | 1.48% | 1.02% | 17 | +104,609 | 45.88% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 287,027 | 66,779 | 0.01% | 0.02% | 18 | +8,466 | 3.04% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 283,962 | 66,063 | 0.0% | 0.0% | 19 | +89,837 | 46.28% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 281,495 | 65,489 | 0.03% | 0.01% | 20 | +172,627 | 158.57% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 275,549 | 64,106 | 0.0% | 0.0% | 21 | +31,369 | 12.85% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 259,656 | 60,408 | 0.0% | 0.01% | 22 | -235,321 | -47.54% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 213,151 | 49,589 | 0.16% | 0.15% | 23 | +50,275 | 30.87% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 212,285 | 49,388 | 0.01% | 0.01% | 24 | -33,642 | -13.68% | Q4 2025 | Feb 17, 2026 |
| Hudson Way Capital Management LLC | History | Added to | 202,853 | 47,193 | 3.75% | 4.53% | 25 | +9,257 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Greenstone Partners & Co., LLC | History | Added to | 187,609 | 43,647 | 8.48% | 6.69% | 26 | +54,833 | 41.3% | Q4 2025 | Feb 18, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 186,393 | 43,364 | 0.17% | — | 27 | +186,393 | New | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 182,591 | 42,479 | 0.03% | 0.02% | 28 | +94,052 | 106.23% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 179,159 | 41,681 | 0.01% | 0.01% | 29 | -8,135 | -4.34% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 169,929 | 39,533 | 0.04% | 0.03% | 30 | +50,385 | 42.15% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 154,947 | 36,048 | 0.01% | 0.01% | 31 | -3,261 | -2.06% | Q4 2025 | Feb 13, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 152,123 | 35,391 | 2.9% | 3.88% | 32 | -189,819 | -55.51% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 149,087 | 34,686 | 0.3% | 0.35% | 33 | +5,684 | 3.96% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 146,520 | 34,087 | 0.05% | 0.06% | 34 | -17,982 | -10.93% | Q4 2025 | Feb 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 139,629 | 32,484 | 0.06% | 0.07% | 35 | -9,112 | -6.13% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 129,401 | 30,105 | 0.02% | 0.02% | 36 | +4,819 | 3.87% | Q4 2025 | Jan 30, 2026 |
| Capital Impact Advisors, LLC | History | Added to | 128,314 | 29,852 | 2.34% | 2.18% | 37 | +92,936 | 262.69% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 114,290 | 26,589 | 1.82% | 2.2% | 38 | -305 | -0.27% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 109,089 | 25,621 | 0.03% | 0.01% | 39 | +79,069 | 263.39% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 99,876 | 23,236 | 0.03% | 0.01% | 40 | +85,867 | 612.94% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 99,518 | 23,152 | 0.0% | 0.01% | 41 | -8,816 | -8.14% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 97,919 | 23,037 | 0.01% | 0.01% | 42 | +3,835 | 4.08% | Q4 2025 | Feb 18, 2026 |
| NORGES BANK | History | New | 97,976 | 22,794 | 0.0% | — | 43 | +97,976 | New | Q4 2025 | Feb 10, 2026 |
| Twin Tree Management, LP | History | Added to | 94,344 | 21,949 | 0.19% | 0.09% | 44 | +14,144 | 17.64% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 85,613 | 19,918 | 0.02% | 0.02% | 45 | +21,596 | 33.73% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 80,657 | 18,764 | 0.0% | 0.0% | 46 | +26,314 | 48.42% | Q4 2025 | Feb 11, 2026 |
| Sone Capital Management, LLC | History | Added to | 64,542 | 15,015 | 1.22% | 0.76% | 47 | +31,404 | 94.77% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 63,940 | 14,875 | 0.02% | — | 48 | +63,940 | New | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 62,479 | 14,535 | 0.0% | 0.0% | 49 | +4,528 | 7.81% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 60,879 | 14,163 | 0.01% | 0.01% | 50 | -1,657 | -2.65% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 60,646 | 14,109 | 0.0% | 0.01% | 51 | -4,695 | -7.19% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 57,767 | 13,439 | 0.0% | 0.0% | 52 | +1,290 | 2.28% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 57,619 | 13,405 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EULAV Asset Management | History | No change | 55,449 | 12,900 | 0.34% | 0.36% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 53,626 | 12,476 | 0.03% | 0.04% | 55 | -634 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 52,416 | 12,194 | 0.02% | 0.0% | 56 | +52,358 | 90272.41% | Q4 2025 | Mar 16, 2026 |
| Tidal Investments LLC | History | Added to | 46,757 | 10,878 | 0.03% | 0.0% | 57 | +45,313 | 3138.02% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,170 | 10,508 | 0.0% | 0.0% | 58 | -530 | -1.16% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 44,958 | 10,459 | 0.0% | 0.0% | 59 | +12,235 | 37.39% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 44,594 | 10,374 | 0.0% | 0.0% | 60 | +32,875 | 280.53% | Q4 2025 | Feb 11, 2026 |
| Insight Holdings Group, LLC | History | Reduced | 44,550 | 10,364 | 0.78% | 2.6% | 61 | -108,050 | -70.81% | Q4 2025 | Feb 17, 2026 |
| Atika Capital Management LLC | History | No change | 44,500 | 10,352 | 1.09% | 0.99% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 43,884 | 10,210 | 0.0% | — | 63 | +43,884 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 42,840 | 9,966 | 0.01% | 0.01% | 64 | +440 | 1.04% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 42,436 | 9,872 | 0.04% | 0.04% | 65 | +1,842 | 4.54% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,216 | 9,588 | 0.02% | 0.02% | 66 | +18,345 | 80.21% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 41,004 | 9,539 | 0.01% | 0.01% | 67 | -1,486 | -3.5% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 40,007 | 9,307 | 0.01% | 0.01% | 68 | +7,318 | 22.39% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 39,965 | 9,297 | 0.0% | 0.0% | 69 | -14,030 | -25.98% | Q4 2025 | Jan 29, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 39,591 | 9,210 | 0.67% | 0.79% | 70 | +2,308 | 6.19% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 39,107 | 9,098 | 0.18% | 0.27% | 71 | -10,094 | -20.52% | Q4 2025 | Feb 05, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 37,558 | 8,794 | 0.01% | — | 72 | +37,558 | New | Q4 2025 | Jan 08, 2026 |
| Verition Fund Management LLC | History | Added to | 37,651 | 8,759 | 0.03% | 0.04% | 73 | +4,657 | 14.11% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 37,601 | 8,747 | 0.01% | 0.01% | 74 | +3,981 | 11.84% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 36,779 | 8,556 | 0.24% | 0.03% | 75 | +32,720 | 806.11% | Q4 2025 | Feb 13, 2026 |
| TFJ Management, LLC | History | Added to | 36,166 | 8,414 | 6.06% | 6.32% | 76 | +2,136 | 6.28% | Q4 2025 | Feb 17, 2026 |
| Quantum Capital Management, LLC / NJ | History | New | 34,366 | 7,995 | 0.93% | — | 77 | +34,366 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 33,432 | 7,777 | 0.0% | 0.0% | 78 | -1,700 | -4.84% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 32,325 | 7,520 | 0.01% | 0.01% | 79 | -1,668 | -4.91% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | Reduced | 32,038 | 7,453 | 0.01% | 0.02% | 80 | -13,027 | -28.91% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,646 | 7,362 | 0.01% | 0.01% | 81 | +7,398 | 30.51% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,300 | 7,049 | 0.0% | 0.0% | 82 | +4,471 | 17.31% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 29,821 | 6,937 | 0.0% | 0.0% | 83 | +8,207 | 37.97% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 27,692 | 6,442 | 0.02% | 0.03% | 84 | +39 | 0.14% | Q4 2025 | Jan 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 27,288 | 6,348 | 0.02% | — | 85 | +27,288 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 26,606 | 6,189 | 0.01% | 0.0% | 86 | +25,720 | 2902.93% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,594 | 5,955 | 0.01% | 0.01% | 87 | -5,932 | -18.82% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 25,456 | 5,922 | 0.01% | — | 88 | +25,456 | New | Q4 2025 | Feb 17, 2026 |
| CROSSLINK CAPITAL INC | History | New | 25,025 | 5,822 | 0.45% | — | 89 | +25,025 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 24,670 | 5,739 | 0.0% | 0.0% | 90 | -7,443 | -23.18% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 24,373 | 5,670 | 0.0% | 0.0% | 91 | +7,611 | 45.41% | Q4 2025 | Feb 17, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 23,800 | 5,537 | 0.12% | 0.13% | 92 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,737 | 5,287 | 0.0% | 0.0% | 93 | -587 | -2.52% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 22,448 | 5,222 | 0.0% | 0.0% | 94 | -1,822 | -7.51% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,651 | 4,804 | 0.0% | 0.01% | 95 | -19 | -0.09% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 19,872 | 4,624 | 0.0% | 0.01% | 96 | -48,683 | -71.01% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 19,686 | 4,579 | 0.15% | — | 97 | +19,686 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 19,634 | 4,567 | 0.0% | 0.0% | 98 | +1,209 | 6.56% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 19,285 | 4,486 | 0.05% | 0.07% | 99 | -266 | -1.36% | Q4 2025 | Jan 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 18,126 | 4,217 | 0.01% | 0.01% | 100 | +460 | 2.6% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,687 | 3,882 | 0.0% | — | 101 | +16,687 | New | Q4 2025 | Feb 13, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 16,488 | 3,835 | 0.97% | 1.22% | 102 | -25 | -0.15% | Q4 2025 | Feb 03, 2026 |
| Kerrisdale Advisers, LLC | History | Added to | 16,016 | 3,726 | 1.76% | 2.11% | 103 | +1,238 | 8.38% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 15,330 | 3,566 | 0.08% | 0.11% | 104 | -821 | -5.08% | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | New | 15,300 | 3,559 | 0.02% | — | 105 | +15,300 | New | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 14,145 | 3,292 | 0.06% | — | 106 | +14,145 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,149 | 3,291 | 0.02% | 0.03% | 107 | -806 | -5.39% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 13,212 | 3,073 | 0.0% | 0.0% | 108 | -2,429 | -15.53% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 12,920 | 3,005 | 0.01% | 0.01% | 109 | +965 | 8.07% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 12,695 | 2,953 | 0.01% | 0.01% | 110 | +1,361 | 12.01% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,317 | 2,865 | 0.01% | 0.02% | 111 | -465 | -3.64% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 12,268 | 2,854 | 0.06% | 0.01% | 112 | +10,619 | 643.97% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 11,493 | 2,673 | 0.01% | 0.0% | 113 | +9,553 | 492.42% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,337 | 2,637 | 0.0% | 0.0% | 114 | +8,939 | 372.77% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,166 | 2,597 | 0.03% | 0.03% | 115 | +1,972 | 21.45% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,943 | 2,546 | 0.02% | 0.02% | 116 | -125 | -1.13% | Q4 2025 | Feb 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 10,431 | 2,426 | 0.01% | 0.02% | 117 | +1,410 | 15.63% | Q4 2025 | Feb 04, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 10,309 | 2,398 | 0.02% | 0.02% | 118 | +659 | 6.83% | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 9,813 | 2,282 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 9,602 | 2,233 | 0.02% | 0.03% | 120 | -961 | -9.1% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,439 | 2,224 | 0.0% | 0.01% | 121 | -10,549 | -52.78% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 9,457 | 2,200 | 0.01% | 0.01% | 122 | +1,578 | 20.03% | Q4 2025 | Jan 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 9,459 | 2,200 | 0.02% | 0.02% | 123 | -120 | -1.25% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 9,340 | 2,173 | 0.0% | 0.0% | 124 | +200 | 2.19% | Q4 2025 | Jan 30, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 9,208 | 2,142 | 0.01% | 0.01% | 125 | -673 | -6.81% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 9,184 | 2,136 | 0.01% | 0.01% | 126 | +1,440 | 18.6% | Q4 2025 | Feb 09, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 9,170 | 2,133 | 1.11% | 1.41% | 127 | -9 | -0.1% | Q4 2025 | Jan 28, 2026 |
| Vident Advisory, LLC | History | Added to | 8,681 | 2,019 | 0.02% | 0.02% | 128 | +110 | 1.28% | Q4 2025 | Feb 18, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,566 | 1,993 | 0.01% | 0.01% | 129 | -1,051 | -10.93% | Q4 2025 | Feb 11, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 8,438 | 1,963 | 0.01% | 0.0% | 130 | +1,050 | 14.21% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,414 | 1,957 | 0.0% | 0.0% | 131 | -2,182 | -20.59% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,300 | 1,930 | 0.0% | 0.0% | 132 | -5,100 | -38.06% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8,131 | 1,891 | 0.01% | 0.01% | 133 | -2,315 | -22.16% | Q4 2025 | Jan 15, 2026 |
| Jump Financial, LLC | History | Reduced | 8,126 | 1,890 | 0.02% | 0.09% | 134 | -18,008 | -68.91% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 7,121 | 1,656 | 0.01% | 0.01% | 135 | -254 | -3.44% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,636 | 1,639 | 0.01% | 0.01% | 136 | -369 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Legato Capital Management LLC | History | Added to | 6,738 | 1,567 | 0.13% | 0.14% | 137 | +1,986 | 41.79% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,681 | 1,554 | 0.0% | 0.0% | 138 | +2,216 | 49.63% | Q4 2025 | Jan 27, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 6,680 | 1,554 | 0.0% | 0.01% | 139 | -1,220 | -15.44% | Q4 2025 | Feb 06, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 6,640 | 1,544 | 0.68% | 0.82% | 140 | -3,362 | -33.61% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,103 | 1,500 | 0.02% | 0.02% | 141 | -51 | -0.71% | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,400 | 1,488 | 0.01% | 0.01% | 143 | +1,400 | 28.0% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | No change | 6,400 | 1,488 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Reduced | 6,221 | 1,447 | 0.0% | 0.0% | 144 | -408 | -6.15% | Q4 2025 | Jan 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,200 | 1,443 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 6,159 | 1,433 | 0.01% | 0.01% | 146 | -569 | -8.46% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 6,039 | 1,404 | 0.01% | 0.01% | 147 | -418 | -6.47% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,000 | 1,395 | 0.08% | 0.09% | 148 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,794 | 1,347 | 0.0% | 0.0% | 149 | +2,212 | 61.75% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,774 | 1,343 | 0.01% | 0.01% | 150 | -96 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,615 | 1,306 | 0.0% | 0.01% | 151 | +69 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 5,560 | 1,293 | 0.04% | 0.01% | 152 | +4,259 | 327.36% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 5,524 | 1,285 | 0.06% | 0.08% | 153 | -346 | -5.89% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 5,500 | 1,279 | 0.01% | 0.01% | 154 | +100 | 1.85% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 5,423 | 1,261 | 0.0% | 0.0% | 155 | -1,402 | -20.54% | Q4 2025 | Jan 28, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 5,379 | 1,250 | 0.01% | 0.01% | 156 | +1,809 | 50.67% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 5,295 | 1,237 | 0.03% | 0.03% | 157 | +905 | 20.62% | Q4 2025 | Jan 08, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 5,299 | 1,232 | 0.05% | 0.06% | 158 | +307 | 6.15% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,162 | 1,200 | 0.01% | 0.02% | 159 | +64 | 1.26% | Q4 2025 | Feb 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,095 | 1,185 | 0.02% | 0.03% | 160 | +117 | 2.35% | Q4 2025 | Feb 18, 2026 |
| Quent Capital, LLC | History | Added to | 5,030 | 1,170 | 0.08% | 0.0% | 161 | +5,008 | 22763.64% | Q4 2025 | Jan 29, 2026 |
| South Dakota Investment Council | History | Reduced | 4,860 | 1,131 | 0.02% | 0.03% | 162 | -440 | -8.3% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,639 | 1,079 | 0.01% | 0.01% | 163 | +1,336 | 40.45% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,596 | 1,069 | 0.01% | 0.02% | 164 | -18 | -0.39% | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | Reduced | 4,577 | 1,064 | 0.01% | 0.01% | 165 | -271 | -5.59% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,431 | 1,030 | 0.06% | 0.06% | 166 | +36 | 0.82% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,311 | 1,002 | 0.0% | 0.0% | 167 | +154 | 3.7% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 4,274 | 994 | 0.01% | 0.01% | 168 | -432 | -9.18% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,229 | 983 | 0.03% | 0.04% | 169 | -58 | -1.35% | Q4 2025 | Feb 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 4,200 | 977 | 0.03% | 0.04% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Index Technologies Group LLC | History | New | 4,030 | 937 | 0.98% | — | 171 | +4,030 | New | Q4 2025 | Feb 12, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 4,000 | 921 | 0.57% | 0.78% | 172 | +100 | 2.56% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Reduced | 3,933 | 915 | 0.0% | 0.01% | 173 | -1,581 | -28.67% | Q4 2025 | Jan 30, 2026 |
| AXQ CAPITAL, LP | History | New | 3,840 | 893 | 0.2% | — | 174 | +3,840 | New | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 3,820 | 888 | 0.01% | 0.01% | 175 | -209 | -5.19% | Q4 2025 | Feb 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 3,739 | 869 | 0.0% | 0.01% | 176 | -132 | -3.41% | Q4 2025 | Feb 06, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 3,711 | 863 | 0.08% | 0.1% | 177 | -114 | -2.98% | Q4 2025 | Jan 21, 2026 |
| PEAK6 LLC | History | Reduced | 3,700 | 860 | 0.0% | 0.02% | 178 | -43,802 | -92.21% | Q4 2025 | Mar 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 3,573 | 831 | 0.02% | 0.03% | 179 | -409 | -10.27% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 3,523 | 830 | 0.0% | 0.0% | 180 | +1,230 | 53.64% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Added to | 3,566 | 829 | 0.0% | 0.0% | 181 | +536 | 17.69% | Q4 2025 | Feb 24, 2026 |
| Graham Capital Management, L.P. | History | Added to | 3,555 | 827 | 0.02% | 0.01% | 182 | +1,291 | 57.02% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,499 | 814 | 0.0% | 0.0% | 183 | -429 | -10.92% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Reduced | 3,469 | 805 | 0.0% | 0.01% | 184 | -55 | -1.56% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,395 | 789 | 0.0% | 0.0% | 185 | +219 | 6.9% | Q4 2025 | Jan 29, 2026 |
| LVZ, Inc. | History | Added to | 3,313 | 770 | 0.09% | 0.09% | 186 | +442 | 15.4% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,287 | 765 | 0.0% | 0.0% | 187 | -1,982 | -37.62% | Q4 2025 | Jan 09, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | New | 3,168 | 737 | 0.07% | — | 188 | +3,168 | New | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | New | 3,138 | 730 | 0.07% | — | 189 | +3,138 | New | Q4 2025 | Jan 15, 2026 |
| Entropy Technologies, LP | History | New | 3,110 | 723 | 0.04% | — | 190 | +3,110 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 3,082 | 717 | 0.08% | 0.04% | 191 | +1,886 | 157.69% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 3,064 | 712 | 0.0% | 0.0% | 192 | +1,691 | 123.16% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,029 | 704 | 0.0% | 0.0% | 193 | +20 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,006 | 699 | 0.0% | 0.0% | 194 | -1,457 | -32.65% | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 2,725 | 633 | 0.11% | 0.14% | 195 | -17 | -0.62% | Q4 2025 | Feb 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,710 | 630 | 0.0% | 0.0% | 196 | +53 | 1.99% | Q4 2025 | Feb 11, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Added to | 2,712 | 630 | 0.04% | 0.04% | 197 | +1 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Callan Family Office, LLC | History | Added to | 2,680 | 623 | 0.01% | 0.01% | 198 | +1,870 | 230.86% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,632 | 612 | 0.0% | 0.0% | 199 | +2,198 | 506.45% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,574 | 598 | 0.0% | 0.0% | 200 | -118 | -4.38% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,524 | 587 | 0.0% | 0.0% | 201 | -149 | -5.57% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,494 | 580 | 0.0% | 0.0% | 202 | +76 | 3.14% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,482 | 577 | 0.0% | 0.0% | 203 | +13 | 0.53% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,455 | 571 | 0.0% | 0.0% | 204 | +203 | 9.01% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,427 | 564 | 0.0% | 0.0% | 205 | -3,671 | -60.2% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,395 | 557 | 0.0% | 0.0% | 206 | -340 | -12.43% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,358 | 549 | 0.0% | 0.0% | 208 | +1,200 | 103.63% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 2,363 | 549 | 0.0% | 0.0% | 207 | +127 | 5.68% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,354 | 548 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 2,338 | 543 | 0.01% | 0.01% | 210 | +1,588 | 211.73% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,271 | 528 | 0.0% | 0.0% | 211 | +178 | 8.5% | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 2,233 | 519 | 0.21% | — | 212 | +2,233 | New | Q4 2025 | Jan 27, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 2,188 | 509 | 0.15% | 0.23% | 213 | -545 | -19.94% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 2,163 | 503 | 0.02% | — | 214 | +2,163 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,153 | 500 | 0.0% | 0.0% | 215 | -227 | -9.54% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 2,148 | 499 | 0.1% | — | 216 | +2,148 | New | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | New | 2,145 | 499 | 0.33% | — | 217 | +2,145 | New | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,147 | 499 | 0.01% | 0.01% | 218 | +326 | 17.9% | Q4 2025 | Jan 29, 2026 |
| AVIVA PLC | History | Added to | 2,113 | 491 | 0.0% | 0.0% | 219 | +385 | 22.28% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,105 | 489 | 0.0% | 0.0% | 220 | +842 | 66.67% | Q4 2025 | Feb 18, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 788 | 487 | 0.08% | 0.14% | 221 | -27,879 | -97.25% | Q4 2025 | Feb 18, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,044 | 475 | 0.01% | 0.01% | 223 | +649 | 46.52% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,043 | 475 | 0.0% | 0.01% | 222 | -223 | -9.84% | Q4 2025 | Feb 05, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 2,027 | 471 | 0.06% | 0.09% | 224 | -337 | -14.26% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,939 | 450 | 0.0% | 0.0% | 225 | -189 | -8.88% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,903 | 442 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Jefferies Financial Group Inc. | History | New | 1,874 | 435 | 0.0% | — | 227 | +1,874 | New | Q4 2025 | Feb 09, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,866 | 434 | 0.04% | — | 228 | +1,866 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 1,851 | 431 | 0.01% | 0.0% | 229 | +1,298 | 234.72% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,802 | 419 | 0.0% | 0.0% | 230 | -407 | -18.42% | Q4 2025 | Feb 06, 2026 |
| Third View Private Wealth, LLC | History | New | 1,799 | 418 | 0.06% | — | 231 | +1,799 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 1,795 | 417 | 0.0% | 0.0% | 232 | +383 | 27.12% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,734 | 403 | 0.0% | 0.0% | 233 | +250 | 16.85% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,523 | 393 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,689 | 392 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,663 | 386 | 0.0% | 0.0% | 236 | +8 | 0.48% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | New | 1,608 | 374 | 0.0% | — | 237 | +1,608 | New | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,606 | 373 | 0.05% | 0.1% | 239 | -1,042 | -39.35% | Q4 2025 | Jan 21, 2026 |
| Global Endowment Management, LP | History | Reduced | 1,603 | 373 | 0.05% | 0.08% | 238 | -674 | -29.6% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 1,596 | 371 | 0.0% | 0.0% | 240 | -378 | -19.15% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,594 | 370 | 0.0% | 0.0% | 241 | +628 | 65.01% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 1,549 | 360 | 0.0% | 0.0% | 242 | -5,310 | -77.42% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,518 | 353 | 0.0% | 0.0% | 243 | -266 | -14.91% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 1,509 | 351 | 0.04% | 0.04% | 244 | -6 | -0.4% | Q4 2025 | Jan 16, 2026 |
| HMS Capital Management, LLC | History | Reduced | 1,493 | 347 | 0.14% | 0.17% | 245 | -11 | -0.73% | Q4 2025 | Jan 16, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,480 | 344 | 0.03% | 0.09% | 246 | -1,694 | -53.37% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,476 | 343 | 0.05% | — | 247 | +1,476 | New | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,467 | 341 | 0.0% | 0.0% | 248 | -3 | -0.2% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,456 | 338 | 0.0% | 0.0% | 249 | -5 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,433 | 333 | 0.0% | 0.0% | 250 | -19 | -1.31% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | New | 1,416 | 329 | 0.01% | — | 251 | +1,416 | New | Q4 2025 | Feb 09, 2026 |
| First Bank & Trust | History | Added to | 1,414 | 328 | 0.05% | 0.06% | 252 | +114 | 8.77% | Q4 2025 | Jan 12, 2026 |
| Inspire Investing, LLC | History | Added to | 1,400 | 325 | 0.03% | 0.03% | 253 | +312 | 28.68% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | New | 1,381 | 321 | 0.04% | — | 254 | +1,381 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,384 | 321 | 0.01% | 0.01% | 255 | -155 | -10.07% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,358 | 315 | 0.0% | — | 256 | +1,358 | New | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,347 | 313 | 0.0% | — | 258 | +1,347 | New | Q4 2025 | Feb 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,349 | 313 | 0.0% | 0.0% | 257 | +742 | 122.24% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,413 | 312 | 0.01% | 0.02% | 259 | -76 | -5.1% | Q4 2025 | Feb 03, 2026 |
| AlphaQuest LLC | History | Reduced | 1,323 | 307 | 0.02% | 0.03% | 260 | -295 | -18.23% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,288 | 299 | 0.01% | 0.01% | 261 | +20 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Fieldview Capital Management, LLC | History | New | 1,281 | 298 | 0.05% | — | 262 | +1,281 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 1,273 | 296 | 0.01% | — | 263 | +1,273 | New | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,231 | 286 | 0.0% | 0.0% | 264 | -33 | -2.61% | Q4 2025 | Jan 05, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 1,200 | 279 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,185 | 275 | 0.0% | 0.01% | 266 | -201 | -14.5% | Q4 2025 | Feb 03, 2026 |
| Somerset Trust Co | History | Added to | 1,176 | 273 | 0.08% | 0.09% | 267 | +61 | 5.47% | Q4 2025 | Jan 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,163 | 271 | 0.0% | 0.0% | 268 | -760 | -39.52% | Q4 2025 | Mar 20, 2026 |
| Utah Retirement Systems | History | No change | 1,162 | 270 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Reduced | 1,146 | 266 | 0.01% | 0.07% | 270 | -6,851 | -85.67% | Q4 2025 | Jan 23, 2026 |
| Cambria Investment Management, L.P. | History | New | 1,121 | 260 | 0.02% | — | 271 | +1,121 | New | Q4 2025 | Feb 17, 2026 |
| Lewis Asset Management, LLC | History | Added to | 1,115 | 259 | 0.11% | 0.13% | 272 | +2 | 0.18% | Q4 2025 | Jan 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,098 | 255 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 1,085 | 252 | 0.05% | 0.09% | 274 | -621 | -36.4% | Q4 2025 | Jan 30, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 1,069 | 248 | 0.01% | 0.01% | 275 | +11 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,059 | 246 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 1,045 | 243 | 0.01% | 0.01% | 277 | -285 | -21.43% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Reduced | 1,036 | 241 | 0.0% | 0.01% | 278 | -218 | -17.38% | Q4 2025 | Feb 03, 2026 |
| denkapparat Operations GmbH | History | No change | 1,036 | 241 | 0.13% | 0.18% | 279 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | New | 1,014 | 235 | 0.0% | — | 280 | +1,014 | New | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,001 | 232 | 0.0% | — | 284 | +1,001 | New | Q4 2025 | Feb 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 1,000 | 232 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DAVIS R M INC | History | No change | 1,000 | 232 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | No change | 1,000 | 232 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,000 | 232 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Reduced | 961 | 224 | 0.12% | 0.16% | 286 | -79 | -7.6% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 958 | 222 | 0.0% | 0.0% | 287 | -36 | -3.62% | Q4 2025 | Feb 06, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 952 | 221 | 0.03% | 0.04% | 288 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 944 | 219 | 0.0% | — | 289 | +944 | New | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 936 | 217 | 0.0% | — | 290 | +936 | New | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Reduced | 900 | 209 | 0.0% | 0.0% | 291 | -3,361 | -78.88% | Q4 2025 | Feb 13, 2026 |
| Gilbert & Cook, Inc. | History | New | 901 | 209 | 0.03% | — | 292 | +901 | New | Q4 2025 | Jan 07, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 900 | 209 | 0.08% | 0.1% | 293 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 894 | 207 | 0.01% | 0.01% | 294 | -339 | -27.49% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 887 | 206 | 0.0% | — | 295 | +887 | New | Q4 2025 | Feb 10, 2026 |
| Cache Advisors, LLC | History | No change | 883 | 205 | 0.03% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 816 | 189 | 0.01% | 0.01% | 297 | +14 | 1.75% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 740 | 172 | 0.08% | 0.11% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 722 | 167 | 0.0% | 0.03% | 299 | -8,573 | -92.23% | Q4 2025 | Feb 02, 2026 |
| Strategic Advocates LLC | History | Reduced | 669 | 157 | 0.04% | 0.08% | 300 | -443 | -39.84% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 642 | 149 | 0.0% | 0.0% | 301 | +14 | 2.23% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Reduced | 596 | 138 | 0.1% | 0.19% | 302 | -882 | -59.68% | Q4 2025 | Jan 27, 2026 |
| KBC Group NV | History | No change | 579 | 135 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 573 | 133 | 0.01% | 0.01% | 304 | +99 | 20.89% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 562 | 130 | 0.0% | 0.0% | 305 | -379 | -40.28% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 531 | 123 | 0.0% | 0.0% | 306 | +77 | 16.96% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 527 | 122 | 0.0% | 0.0% | 307 | +1 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 517 | 120 | 0.0% | 0.0% | 308 | +333 | 180.98% | Q4 2025 | Jan 23, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 513 | 119 | 0.0% | 0.0% | 309 | +68 | 15.28% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 470 | 109 | 0.0% | 0.0% | 310 | +328 | 230.99% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 467 | 108 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 433 | 101 | 0.0% | 0.0% | 312 | -200 | -31.6% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 404 | 93 | 0.0% | 0.0% | 313 | +66 | 19.53% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 349 | 81 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 311 | 72 | 0.0% | — | 315 | +311 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 307 | 71 | 0.0% | 0.0% | 316 | +82 | 36.44% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 302 | 70 | 0.0% | 0.0% | 317 | +2 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 285 | 66 | 0.04% | 0.07% | 318 | -103 | -26.55% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 277 | 64 | 0.0% | 0.0% | 319 | -205 | -42.53% | Q4 2025 | Jan 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 260 | 60 | 0.0% | 0.0% | 320 | -40 | -13.33% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 233 | 54 | 0.0% | 0.0% | 321 | +41 | 21.35% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Added to | 236 | 54 | 0.0% | 0.0% | 322 | +41 | 21.03% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 220 | 51 | 0.01% | 0.01% | 323 | +70 | 46.67% | Q4 2025 | Jan 08, 2026 |
| Employees Retirement System of Texas | History | No change | 212 | 49 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 192 | 44 | 0.0% | 0.0% | 326 | -66 | -25.58% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 193 | 44 | 0.0% | 0.0% | 325 | -63 | -24.61% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 188 | 43 | 0.0% | 0.0% | 327 | +55 | 41.35% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 165 | 38 | 0.0% | — | 328 | +165 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 157 | 36 | 0.0% | 0.0% | 329 | +124 | 375.76% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 148 | 34 | 0.0% | 0.0% | 330 | +7 | 4.96% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 141 | 32 | 0.0% | 0.0% | 331 | +91 | 182.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 117 | 27 | 0.0% | 0.0% | 332 | +3 | 2.63% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 114 | 26 | 0.0% | 0.0% | 333 | -98 | -46.23% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 111 | 25 | 0.0% | 0.0% | 334 | +56 | 101.82% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 23 | 0.0% | 0.03% | 335 | -37,742 | -99.74% | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | No change | 76 | 17 | 0.0% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 72 | 16 | 0.0% | — | 337 | +72 | New | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 63 | 14 | 0.0% | 0.0% | 339 | +21 | 50.0% | Q4 2025 | Feb 24, 2026 |
| Global Retirement Partners, LLC | History | Added to | 62 | 14 | 0.0% | 0.0% | 338 | +13 | 26.53% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 56 | 13 | 0.0% | — | 341 | +56 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 57 | 13 | 0.0% | 0.0% | 340 | +37 | 185.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 55 | 12 | 0.0% | 0.01% | 343 | -512 | -90.3% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 56 | 12 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 51 | 11 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 43 | 10 | 0.01% | 0.01% | 345 | +1 | 2.38% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | Reduced | 47 | 10 | 0.0% | 0.0% | 346 | -1 | -2.08% | Q4 2025 | Jan 09, 2026 |
| HM PAYSON & CO | History | New | 39 | 9 | 0.0% | — | 347 | +39 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 33 | 7 | 0.0% | — | 348 | +32 | 3200.0% | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 28 | 6 | 0.0% | — | 349 | +28 | New | Q4 2025 | Jan 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 26 | 6 | 0.0% | — | 351 | +26 | New | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 29 | 6 | 0.0% | 0.0% | 350 | +7 | 31.82% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 25 | 5 | 0.0% | — | 354 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 25 | 5 | 0.0% | — | 355 | +25 | New | Q4 2025 | Jan 30, 2026 |
| Asset Dedication, LLC | History | No change | 23 | 5 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | Reduced | 18 | 4 | 0.0% | 0.0% | 359 | -25 | -58.14% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 20 | 4 | 0.0% | — | 360 | +20 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 19 | 4 | 0.0% | 0.0% | 361 | +4 | 26.67% | Q4 2025 | Jan 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 20 | 4 | 0.0% | 0.0% | 358 | +2 | 11.11% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 20 | 4 | 0.0% | 0.0% | 362 | +2 | 11.11% | Q4 2025 | Mar 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 19 | 4 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 13 | 3 | 0.0% | — | 370 | +13 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 363 | +11 | 183.33% | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 366 | +9 | 112.5% | Q4 2025 | Jan 16, 2026 |
| Altshuler Shaham Ltd | History | Added to | 17 | 3 | 0.0% | 0.0% | 365 | +2 | 13.33% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 15 | 3 | 0.0% | 0.0% | 367 | -2 | -11.76% | Q4 2025 | Jan 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 13 | 3 | 0.0% | 0.0% | 369 | +1 | 8.33% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15 | 3 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 10 | 3 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Golden State Wealth Management, LLC | History | New | 12 | 2 | 0.0% | — | 375 | +12 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 12 | 2 | 0.0% | — | 376 | +12 | New | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 2 | 0.0% | — | 377 | +11 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9 | 2 | 0.0% | 0.0% | 372 | +5 | 125.0% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 381 | -29 | -82.86% | Q4 2025 | Jan 13, 2026 |
| Signature Equity Partners, LLC | History | New | 7 | 1 | 0.0% | — | 382 | +7 | New | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | New | 5 | 1 | 0.0% | — | 378 | +5 | New | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 5 | 1 | 0.0% | — | 383 | +5 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 4 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -88,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -53,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Watchtower Advisors, LP | History | Closed out | 0 | 0 | — | 5.14% | — | -40,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,277 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 23.65% | — | -18,484 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,844 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,852 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,204 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Barrier Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -3,883 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Element Squared LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -2,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -2,827 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -2,814 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.14% | — | -2,801 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Curbstone Financial Management Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -2,550 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,457 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,367 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.08% | — | -1,294 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,184 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -951 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -920 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -873 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -840 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -824 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -794 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -786 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mechanics Bank Trust Department | History | Closed out | 0 | 0 | — | 0.03% | — | -761 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Papamarkou Wellner Asset Management inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -760 | -100.0% | Q3 2025 | Nov 17, 2025 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -742 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -588 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -173 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -5 | -71.43% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 20, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -4 | -80.0% | Q4 2025 | Jan 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 08, 2026 |
| Rakuten Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |