APPIAN CORP - APPN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 6,095,904 | 215,916 | 0.0% | 0.0% | 1 | +159,956 | 2.69% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,275,106 | 116,004 | 0.0% | 0.0% | 2 | -123,366 | -3.63% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,982,922 | 70,235 | 0.01% | 0.01% | 3 | -236,788 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Lead Edge Capital Management, LLC | History | Reduced | 1,608,789 | 56,983 | 14.61% | 14.63% | 4 | -202,362 | -11.17% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,420,031 | 50,297 | 0.0% | 0.0% | 5 | +181,480 | 14.65% | Q4 2025 | Feb 13, 2026 |
| Fivespan Partners, LP | History | New | 1,375,000 | 48,702 | 13.35% | — | 6 | +1,375,000 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,304,470 | 46,204 | 0.03% | 0.02% | 7 | +13,346 | 1.03% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,159,940 | 41,085 | 0.03% | 0.02% | 8 | +87,557 | 8.16% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,112,374 | 39,400 | 0.02% | 0.01% | 9 | +465,268 | 71.9% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 985,878 | 34,924 | 0.0% | 0.0% | 10 | -22,094 | -2.19% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 980,706 | 34,736 | 0.0% | 0.0% | 11 | -48,278 | -4.69% | Q4 2025 | Feb 13, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 941,106 | 33,333 | 0.03% | 0.02% | 12 | -52,868 | -5.32% | Q4 2025 | Jan 23, 2026 |
| Nuveen, LLC | History | Added to | 693,874 | 24,577 | 0.01% | 0.0% | 13 | +100,178 | 16.87% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 673,252 | 23,846 | 0.02% | 0.01% | 14 | +227,676 | 51.1% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 671,786 | 23,794 | 0.01% | 0.01% | 15 | +49,682 | 7.99% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 621,381 | 22,009 | 0.08% | — | 16 | +621,381 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 613,248 | 21,704 | 0.04% | 0.04% | 17 | -58,856 | -8.76% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 529,377 | 18,750 | 0.03% | 0.03% | 18 | +14,268 | 2.77% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 478,921 | 16,963 | 0.02% | 0.01% | 19 | +21,543 | 4.71% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 410,221 | 14,530 | 0.0% | 0.0% | 20 | +44,304 | 12.11% | Q4 2025 | Mar 25, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 400,000 | 14,168 | 0.11% | — | 21 | +400,000 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 398,772 | 14,124 | 0.0% | 0.0% | 22 | -206,115 | -34.07% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 372,810 | 13,204 | 0.02% | 52.49% | 23 | +2,939 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 367,113 | 13,003 | 0.03% | 0.04% | 24 | -52,109 | -12.43% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 365,934 | 12,961 | 0.0% | 0.0% | 25 | -745,426 | -67.07% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 350,928 | 12,429 | 0.0% | 0.0% | 26 | +13,031 | 3.86% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 337,249 | 11,945 | 0.0% | 0.0% | 27 | -21,016 | -5.87% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 322,601 | 11,426 | 0.0% | 0.0% | 28 | +60,702 | 23.18% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 319,102 | 11,302 | 0.02% | 0.0% | 29 | +287,939 | 923.98% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 295,988 | 10,483 | 0.01% | 0.01% | 30 | -50,562 | -14.59% | Q4 2025 | Feb 13, 2026 |
| Cinctive Capital Management LP | History | Added to | 295,603 | 10,470 | 0.57% | 0.27% | 31 | +109,682 | 58.99% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 278,400 | 9,860 | 0.01% | 0.01% | 32 | +60,000 | 27.47% | Q4 2025 | Feb 13, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | No change | 262,300 | 9,290 | 0.43% | 0.38% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abdiel Capital Advisors, LP | History | Reduced | 248,450 | 8,800 | 12.4% | 12.25% | 34 | -1,075,738 | -81.24% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 243,797 | 8,635 | 0.01% | — | 35 | +243,797 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 243,051 | 8,612 | 0.01% | 0.01% | 36 | +81,571 | 50.51% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 242,426 | 8,586 | 0.0% | 0.0% | 37 | -6,593 | -2.65% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 230,324 | 8,158 | 0.01% | 0.0% | 38 | +223,451 | 3251.14% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 225,508 | 7,987 | 0.0% | 0.01% | 39 | -177,450 | -44.04% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 215,490 | 7,632 | 0.0% | 0.0% | 40 | +14,639 | 7.29% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 196,700 | 6,967 | 0.0% | 0.0% | 41 | +35,400 | 21.95% | Q4 2025 | Feb 17, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | Reduced | 189,453 | 6,710 | 2.81% | 3.96% | 42 | -172,371 | -47.64% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 188,231 | 6,667 | 0.0% | 0.0% | 43 | +125,231 | 198.78% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 163,437 | 5,788 | 0.0% | 0.0% | 44 | -1,297,204 | -88.81% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 155,328 | 5,501 | 0.05% | 0.06% | 45 | -49,228 | -24.07% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 153,769 | 5,446 | 0.06% | 0.02% | 46 | +98,726 | 179.36% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 146,093 | 5,175 | 0.08% | 0.22% | 47 | -283,419 | -65.99% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 136,605 | 4,838 | 0.0% | 0.0% | 48 | +1,092 | 0.81% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 132,640 | 4,698 | 0.0% | 0.0% | 49 | +4,854 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 129,985 | 4,604 | 0.0% | 0.0% | 50 | +120,023 | 1204.81% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 123,083 | 4,359 | 0.0% | 0.0% | 51 | +5,060 | 4.29% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 120,852 | 4,280 | 0.01% | — | 52 | +120,852 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 118,584 | 4,200 | 0.05% | 0.06% | 53 | -38,916 | -24.71% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 111,899 | 3,963 | 0.0% | 0.0% | 54 | -78,266 | -41.16% | Q4 2025 | Feb 11, 2026 |
| PDT Partners, LLC | History | Reduced | 111,801 | 3,959 | 0.26% | 0.25% | 55 | -18,619 | -14.28% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 106,996 | 3,789 | 0.13% | 0.01% | 56 | +97,166 | 988.46% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 106,206 | 3,761 | 0.01% | 0.01% | 57 | +47,895 | 82.14% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 97,222 | 3,443 | 0.01% | 0.0% | 58 | +38,182 | 64.67% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 93,104 | 3,297 | 0.0% | 0.0% | 59 | -221,022 | -70.36% | Q4 2025 | Jan 29, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 90,059 | 3,189 | 0.01% | 0.01% | 60 | +22,654 | 33.61% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 83,915 | 2,972 | 0.0% | 0.0% | 61 | +14,820 | 21.45% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 83,762 | 2,966 | 0.01% | 0.01% | 62 | +4,891 | 6.2% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 82,700 | 2,929 | 0.01% | 0.01% | 63 | +32,521 | 64.81% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 79,042 | 2,799 | 0.0% | 0.0% | 64 | +3,918 | 5.22% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 76,300 | 2,702 | 0.0% | 0.0% | 65 | +13,600 | 21.69% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 73,261 | 2,595 | 0.0% | 0.0% | 66 | +32,825 | 81.18% | Q4 2025 | Jan 09, 2026 |
| Calamos Advisors LLC | History | New | 72,473 | 2,566 | 0.01% | — | 67 | +72,473 | New | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 68,547 | 2,427 | 0.0% | 0.0% | 68 | -8,804 | -11.38% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 68,188 | 2,415 | 0.05% | 0.02% | 69 | +41,884 | 159.23% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 65,848 | 2,332 | 0.01% | 0.01% | 70 | +12,990 | 24.58% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | New | 64,949 | 2,300 | 0.01% | — | 71 | +64,949 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 57,800 | 2,047 | 0.0% | — | 72 | +57,800 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,237 | 1,743 | 0.0% | 0.0% | 73 | +17,211 | 53.74% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 48,686 | 1,724 | 0.0% | 0.0% | 74 | +17,618 | 56.71% | Q4 2025 | Feb 17, 2026 |
| Wolf Hill Capital Management, LP | History | Reduced | 48,548 | 1,719 | 0.19% | 2.79% | 75 | -946,662 | -95.12% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 48,185 | 1,706 | 0.01% | 0.0% | 76 | +37,745 | 361.54% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 47,737 | 1,690 | 0.0% | 0.0% | 77 | +5,560 | 13.18% | Q4 2025 | Feb 19, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 46,395 | 1,643 | 0.07% | 0.06% | 78 | -9,255 | -16.63% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 45,335 | 1,605 | 0.08% | 0.08% | 79 | +9,882 | 27.87% | Q4 2025 | Feb 12, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 44,847 | 1,588 | 0.11% | 0.02% | 80 | +25,935 | 137.14% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | New | 44,719 | 1,583 | 0.06% | — | 81 | +44,719 | New | Q4 2025 | Jan 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 44,180 | 1,564 | 0.0% | 0.0% | 82 | -78,253 | -63.91% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 42,570 | 1,507 | 0.0% | 0.0% | 83 | +2,907 | 7.33% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 41,873 | 1,484 | 0.0% | 0.0% | 84 | +2,813 | 7.2% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,588 | 1,437 | 0.0% | 0.0% | 85 | +953 | 2.4% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Added to | 39,728 | 1,407 | 0.0% | 0.0% | 86 | +1,998 | 5.3% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 36,661 | 1,298 | 0.0% | 0.0% | 87 | +7,582 | 26.07% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 36,510 | 1,293 | 0.0% | — | 88 | +36,510 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 39,000 | 1,162 | 0.0% | 0.0% | 89 | +19,850 | 103.66% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 32,585 | 1,154 | 0.0% | 0.0% | 90 | +1,263 | 4.03% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 32,363 | 1,146 | 0.01% | — | 91 | +32,363 | New | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 32,158 | 1,139 | 0.01% | 0.01% | 92 | +3,450 | 12.02% | Q4 2025 | Feb 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 28,222 | 1,008 | 0.0% | 0.0% | 93 | -1,381 | -4.67% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 27,701 | 981 | 0.0% | — | 94 | +27,701 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 26,655 | 944 | 0.0% | 0.0% | 95 | +7,686 | 40.52% | Q4 2025 | Feb 11, 2026 |
| Magnetar Financial LLC | History | Added to | 26,570 | 941 | 0.01% | 0.0% | 96 | +10,979 | 70.42% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 24,833 | 879 | 0.18% | 0.18% | 97 | -1,400 | -5.34% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 24,138 | 856 | 0.0% | 0.0% | 98 | +7,831 | 48.02% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 23,641 | 837 | 0.07% | 0.05% | 99 | +5,718 | 31.9% | Q4 2025 | Feb 06, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 22,602 | 800 | 0.02% | 0.01% | 100 | +13,658 | 152.71% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,582 | 799 | 0.0% | 0.0% | 101 | -1,380 | -5.76% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 21,488 | 761 | 0.0% | 0.0% | 102 | +2,895 | 15.57% | Q4 2025 | Jan 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 20,487 | 725 | 0.11% | — | 103 | +20,487 | New | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 20,453 | 724 | 0.02% | 0.02% | 104 | +8,782 | 75.25% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 20,141 | 713 | 0.0% | — | 105 | +20,141 | New | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 19,325 | 684 | 0.0% | 0.0% | 106 | +2,476 | 14.7% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 19,096 | 676 | 0.0% | 0.0% | 107 | +6,048 | 46.35% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,122 | 641 | 0.0% | — | 108 | +18,122 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,945 | 629 | 0.0% | 0.0% | 109 | +3,127 | 19.77% | Q4 2025 | Jan 08, 2026 |
| Jain Global LLC | History | New | 17,688 | 626 | 0.0% | — | 110 | +17,688 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 16,501 | 584 | 0.0% | — | 111 | +16,501 | New | Q4 2025 | Feb 11, 2026 |
| Entropy Technologies, LP | History | Added to | 16,160 | 572 | 0.03% | 0.02% | 112 | +5,677 | 54.15% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Added to | 15,515 | 549 | 0.09% | 0.04% | 113 | +7,535 | 94.42% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,191 | 538 | 0.0% | 0.0% | 114 | +3,198 | 26.67% | Q4 2025 | Feb 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 15,214 | 538 | 0.0% | 0.0% | 115 | +681 | 4.69% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,798 | 524 | 0.0% | 0.0% | 116 | +17 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,728 | 521 | 0.0% | 0.0% | 117 | -568 | -3.71% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,978 | 495 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,946 | 493 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | Added to | 13,144 | 465 | 0.04% | 0.02% | 120 | +5,385 | 69.4% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | No change | 12,943 | 458 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 11,734 | 415 | 0.0% | 0.0% | 122 | -7,637 | -39.42% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,715 | 414 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 11,510 | 408 | 0.02% | — | 124 | +11,510 | New | Q4 2025 | Feb 23, 2026 |
| OSSIAM | History | New | 11,424 | 404 | 0.01% | — | 125 | +11,424 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,911 | 386 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Added to | 10,816 | 383 | 0.0% | 0.0% | 127 | +1,249 | 13.06% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,554 | 373 | 0.0% | 0.0% | 128 | +1,480 | 16.31% | Q4 2025 | Jan 27, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 10,366 | 367 | 0.0% | — | 129 | +10,366 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 10,160 | 359 | 0.02% | 0.02% | 130 | -685 | -6.32% | Q4 2025 | Feb 09, 2026 |
| GWN SECURITIES INC. | History | New | 10,023 | 355 | 0.07% | — | 131 | +10,023 | New | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,897 | 350 | 0.0% | — | 132 | +9,897 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 9,399 | 333 | 0.08% | 0.13% | 133 | -14,949 | -61.4% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,365 | 331 | 0.0% | 0.01% | 134 | -229,160 | -96.07% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | No change | 8,697 | 308 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 8,497 | 300 | 0.0% | — | 136 | +8,497 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,396 | 297 | 0.0% | 0.0% | 137 | -383 | -4.36% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 8,291 | 293 | 0.11% | 0.14% | 139 | -3,282 | -28.36% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,300 | 293 | 0.0% | 0.0% | 138 | +600 | 7.79% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,200 | 290 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,000 | 283 | 0.0% | 0.0% | 141 | -5,000 | -38.46% | Q4 2025 | Feb 02, 2026 |
| Voleon Capital Management LP | History | Reduced | 7,703 | 272 | 0.01% | 0.02% | 142 | -22,525 | -74.52% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 7,668 | 271 | 0.0% | 0.03% | 143 | -163,517 | -95.52% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 7,546 | 267 | 0.03% | 0.09% | 144 | -20,890 | -73.46% | Q4 2025 | Jan 28, 2026 |
| Massar Capital Management, LP | History | New | 7,555 | 267 | 0.03% | — | 145 | +7,555 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 7,481 | 264 | 0.0% | 0.0% | 146 | +543 | 7.83% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,200 | 255 | 0.0% | 0.0% | 147 | -1,000 | -12.2% | Q4 2025 | Feb 02, 2026 |
| Summit Global Investments | History | Reduced | 6,850 | 243 | 0.01% | 0.01% | 148 | -734 | -9.68% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,807 | 241 | 0.0% | — | 149 | +6,807 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,413 | 227 | 0.01% | 0.01% | 150 | -63 | -0.97% | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | Reduced | 6,178 | 218 | 0.01% | 0.01% | 151 | -9,230 | -59.9% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 6,105 | 216 | 0.01% | 0.01% | 152 | -5,049 | -45.27% | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 5,939 | 210 | 0.16% | 0.11% | 153 | -1,376 | -18.81% | Q4 2025 | Jan 27, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 5,827 | 206 | 0.03% | — | 154 | +5,827 | New | Q4 2025 | Jan 23, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,805 | 205 | 0.0% | — | 155 | +5,805 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,610 | 198 | 0.0% | 0.0% | 156 | +4,904 | 694.62% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 5,069 | 180 | 0.0% | 0.0% | 157 | +1,483 | 41.36% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,932 | 175 | 0.0% | 0.0% | 158 | +4,585 | 1321.33% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,849 | 171 | 0.0% | 0.0% | 159 | -54,770 | -91.87% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,285 | 152 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,383 | 119 | 0.0% | — | 161 | +3,383 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,383 | 119 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | New | 3,300 | 116 | 0.0% | — | 163 | +3,300 | New | Q4 2025 | Feb 02, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 2,999 | 106 | 0.02% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Reduced | 2,579 | 91 | 0.01% | 0.01% | 165 | -2 | -0.08% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,520 | 89 | 0.0% | 0.0% | 166 | -95 | -3.63% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,317 | 82 | 0.0% | — | 167 | +2,317 | New | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | New | 2,272 | 80 | 0.01% | — | 168 | +2,272 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,615 | 57 | 0.0% | 0.0% | 169 | +1,061 | 191.52% | Q4 2025 | Jan 23, 2026 |
| State of Wyoming | History | Added to | 1,462 | 51 | 0.01% | 0.0% | 170 | +519 | 55.04% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,312 | 46 | 0.0% | 0.0% | 171 | -341 | -20.63% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,238 | 44 | 0.0% | 0.0% | 172 | -169 | -12.01% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,143 | 40 | 0.0% | 0.0% | 173 | +332 | 40.94% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | New | 15,000 | 36 | 0.0% | — | 175 | +15,000 | New | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,037 | 36 | 0.0% | 0.0% | 174 | -113 | -9.83% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 974 | 34 | 0.0% | — | 176 | +974 | New | Q4 2025 | Feb 13, 2026 |
| Neo Ivy Capital Management | History | New | 949 | 33 | 0.01% | — | 177 | +949 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 912 | 32 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 838 | 29 | 0.01% | — | 179 | +838 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 750 | 26 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 590 | 20 | 0.0% | 0.0% | 181 | +26 | 4.61% | Q4 2025 | Feb 13, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 17,900 | 19 | 0.0% | — | 182 | +17,900 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 460 | 16 | 0.0% | 0.0% | 183 | -580 | -55.77% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 430 | 15 | 0.0% | 0.0% | 184 | -116 | -21.25% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Added to | 330 | 11 | 0.0% | 0.0% | 187 | +268 | 432.26% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 337 | 11 | 0.0% | 0.0% | 185 | +139 | 70.2% | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 322 | 11 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 300 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 281 | 9 | 0.01% | — | 191 | +281 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 262 | 9 | 0.0% | 0.0% | 190 | +166 | 172.92% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 280 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 245 | 8 | 0.0% | — | 192 | +245 | New | Q4 2025 | Feb 06, 2026 |
| Hillsdale Investment Management Inc. | History | New | 230 | 8 | 0.0% | — | 193 | +230 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 231 | 8 | 0.0% | 0.0% | 194 | -162 | -41.22% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 243 | 8 | 0.0% | 0.0% | 195 | -14 | -5.45% | Q4 2025 | Jan 05, 2026 |
| EASTERN BANK | History | No change | 200 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Abound Wealth Management | History | No change | 200 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 176 | 6 | 0.0% | 0.01% | 198 | -160 | -47.62% | Q4 2025 | Feb 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 146 | 5 | 0.0% | — | 199 | +146 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 131 | 4 | 0.0% | 0.0% | 201 | -145 | -52.54% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 130 | 4 | 0.0% | — | 203 | +130 | New | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 131 | 4 | 0.0% | 0.0% | 200 | -104 | -44.26% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 121 | 4 | 0.0% | 0.0% | 202 | -2 | -1.63% | Q4 2025 | Jan 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 100 | 3 | 0.0% | — | 210 | +96 | 2400.0% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 95 | 3 | 0.0% | — | 208 | +95 | New | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 102 | 3 | 0.0% | 0.0% | 205 | -51 | -33.33% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 95 | 3 | 0.0% | 0.0% | 206 | -35 | -26.92% | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 99 | 3 | 0.0% | 0.0% | 207 | -9 | -8.33% | Q4 2025 | Feb 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Missouri Trust & Investment Co | History | No change | 105 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marquette Asset Management, LLC | History | New | 70 | 2 | 0.0% | — | 212 | +70 | New | Q4 2025 | Jan 16, 2026 |
| Kingdom Financial Group LLC. | History | New | 69 | 2 | 0.0% | — | 216 | +69 | New | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 65 | 2 | 0.0% | — | 214 | +65 | New | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | New | 64 | 2 | 0.0% | — | 215 | +64 | New | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 76 | 2 | 0.0% | — | 213 | +62 | 442.86% | Q4 2025 | Jan 08, 2026 |
| TRUST CO OF VERMONT | History | New | 60 | 2 | 0.0% | — | 211 | +60 | New | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 50 | 1 | 0.0% | 0.0% | 231 | -350 | -87.5% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 48 | 1 | 0.0% | — | 218 | +48 | New | Q4 2025 | Feb 04, 2026 |
| Altshuler Shaham Ltd | History | New | 44 | 1 | 0.0% | — | 222 | +44 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 40 | 1 | 0.0% | — | 230 | +40 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 35 | 1 | 0.0% | — | 233 | +35 | New | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 38 | 1 | 0.0% | — | 229 | +32 | 533.33% | Q4 2025 | Mar 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 36 | 1 | 0.0% | — | 225 | +28 | 350.0% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 20 | 1 | 0.0% | — | 232 | +20 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 28 | 1 | 0.0% | 0.0% | 228 | +10 | 55.56% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 51 | 1 | 0.0% | 0.0% | 217 | -6 | -10.53% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 50 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 39 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 54 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Field & Main Bank | History | No change | 50 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 40 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -273,306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -172,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.9% | — | -133,512 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,109 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -48,833 | -100.0% | Q3 2025 | Nov 07, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,553 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -21,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.05% | — | -21,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,611 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,497 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | 0.01% | — | -13,290 | -99.95% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -10,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,168 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,616 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,563 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.38% | — | -8,842 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,458 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -7,337 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28 | 0 | — | 0.0% | — | -940 | -97.11% | Q4 2025 | Feb 10, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -238 | -92.25% | Q4 2025 | Feb 09, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SJS Investment Consulting Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Truvestments Capital LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 18, 2026 |
| Strategic Advocates LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Private Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 04, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 28 | 0 | — | — | — | +3 | 12.0% | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |