ASHLAND INC. - ASH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | Reduced | 4,540,507 | 266,391 | 0.0% | 0.0% | 1 | -70,994 | -1.54% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 4,081,595 | 239,467 | 0.0% | 0.0% | 2 | -191,107 | -4.47% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,686,135 | 157,595 | 0.05% | 0.04% | 3 | -113,936 | -4.07% | Q4 2025 | Jan 22, 2026 |
| Standard Investments LLC | History | New | 2,625,000 | 154,008 | 7.69% | — | 4 | +2,625,000 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,266,824 | 132,994 | 0.07% | 0.1% | 5 | -989,574 | -30.39% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,228,280 | 130,734 | 0.03% | 0.02% | 6 | -168,805 | -7.04% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,900,000 | 111,473 | 0.57% | 0.05% | 7 | +1,682,994 | 775.55% | Q4 2025 | Feb 09, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 1,801,062 | 105,668 | 0.54% | 0.33% | 8 | +345,919 | 23.77% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,736,173 | 101,861 | 0.02% | 0.0% | 9 | +1,723,159 | 13240.81% | Q4 2025 | Feb 11, 2026 |
| COOPERMAN LEON G | History | No change | 1,700,000 | 99,739 | 3.31% | 2.54% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,520,250 | 89,193 | 0.0% | 0.0% | 11 | -11,011 | -0.72% | Q4 2025 | Feb 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 1,425,289 | 83,621 | 0.89% | 0.18% | 12 | +1,001,992 | 236.71% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,416,545 | 83,108 | 0.06% | 0.05% | 13 | +44,644 | 3.25% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,216,295 | 71,360 | 0.04% | 0.03% | 14 | +92,491 | 8.23% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,021,264 | 59,918 | 0.11% | 0.01% | 15 | +967,626 | 1803.99% | Q4 2025 | Feb 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 817,944 | 48,000 | 0.0% | 0.0% | 16 | -72,728 | -8.17% | Q4 2025 | Feb 09, 2026 |
| Empyrean Capital Partners, LP | History | New | 542,000 | 31,799 | 1.11% | — | 17 | +542,000 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 538,879 | 31,616 | 0.01% | 0.01% | 18 | +117,378 | 27.85% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 518,151 | 30,560 | 0.01% | 0.01% | 19 | -7,101 | -1.35% | Q4 2025 | Feb 18, 2026 |
| Newport Trust Company, LLC | History | Reduced | 492,082 | 28,870 | 0.07% | 0.06% | 20 | -26,311 | -5.08% | Q4 2025 | Feb 06, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 486,435 | 28,539 | 1.51% | 1.77% | 21 | -364,075 | -42.81% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 482,256 | 28,294 | 0.04% | — | 22 | +482,256 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 468,540 | 27,489 | 0.0% | 0.0% | 23 | -10,103 | -2.11% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 454,313 | 26,654 | 0.0% | 0.0% | 24 | -6,024 | -1.31% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 429,186 | 25,686 | 0.04% | 0.05% | 25 | -192,991 | -31.02% | Q4 2025 | Jan 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 405,198 | 23,772 | 0.0% | 0.0% | 26 | -43,059 | -9.61% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 336,534 | 19,744 | 0.0% | 0.0% | 27 | +283,603 | 535.8% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Added to | 310,872 | 18,238 | 0.07% | 0.02% | 28 | +212,099 | 214.73% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 310,677 | 18,227 | 0.08% | 0.0% | 29 | +305,876 | 6371.09% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 286,340 | 16,799 | 0.0% | 0.0% | 30 | -131,079 | -31.4% | Q4 2025 | Feb 10, 2026 |
| Concentric Capital Strategies, LP | History | New | 282,919 | 16,598 | 0.8% | — | 31 | +282,919 | New | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | New | 268,775 | 15,769 | 0.02% | — | 32 | +268,775 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 261,828 | 15,361 | 0.01% | 0.01% | 33 | -286,582 | -52.26% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 241,460 | 14,166 | 0.0% | 0.0% | 34 | -100,862 | -29.46% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 233,019 | 13,671 | 0.0% | 0.0% | 35 | -264,180 | -53.13% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 225,832 | 13,250 | 0.02% | 0.02% | 36 | +126,238 | 126.75% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 221,547 | 12,998 | 0.0% | 0.0% | 37 | +99,050 | 80.86% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 219,876 | 12,900 | 0.0% | 0.0% | 38 | -69,955 | -24.14% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 218,540 | 12,821 | 0.0% | 0.0% | 39 | +166,254 | 317.97% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Added to | 216,348 | 12,693 | 0.05% | 0.0% | 40 | +197,854 | 1069.83% | Q4 2025 | Feb 13, 2026 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | History | Reduced | 212,977 | 12,495 | 7.03% | 7.81% | 41 | -70,843 | -24.96% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 208,755 | 12,247 | 0.06% | — | 42 | +208,755 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 207,013 | 12,182 | 0.01% | — | 43 | +207,013 | New | Q4 2025 | Mar 20, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 196,088 | 11,504 | 0.41% | 0.35% | 44 | -3,288 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 195,739 | 11,484 | 0.04% | 0.03% | 45 | -404 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Jain Global LLC | History | New | 188,884 | 11,081 | 0.05% | — | 46 | +188,884 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 184,757 | 10,839 | 0.02% | 0.02% | 47 | +30,356 | 19.66% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 183,734 | 10,780 | 0.16% | 0.13% | 48 | +1,450 | 0.8% | Q4 2025 | Feb 09, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | New | 176,276 | 10,342 | 1.5% | — | 49 | +176,276 | New | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 172,756 | 10,135 | 0.0% | 0.0% | 50 | -7,898 | -4.37% | Q4 2025 | Feb 19, 2026 |
| ING GROEP NV | History | New | 170,000 | 9,973 | 0.06% | — | 51 | +170,000 | New | Q4 2025 | Feb 11, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Added to | 165,795 | 9,727 | 0.63% | 0.27% | 52 | +75,490 | 83.59% | Q4 2025 | Feb 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 159,149 | 9,413 | 0.02% | 0.02% | 53 | -40,481 | -20.28% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 151,401 | 8,882 | 0.0% | 0.0% | 54 | +95,823 | 172.41% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 133,484 | 7,831 | 0.03% | 0.05% | 55 | -93,654 | -41.23% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 129,477 | 7,596 | 0.01% | 0.01% | 56 | -4,228 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 128,681 | 7,549 | 0.02% | 0.01% | 57 | +46,797 | 57.15% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 127,546 | 7,483 | 0.02% | 0.02% | 58 | -42,747 | -25.1% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 125,978 | 7,391 | 0.0% | 0.0% | 59 | -7,544 | -5.65% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 119,364 | 7,003 | 0.01% | 0.0% | 60 | +18,949 | 18.87% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 104,471 | 6,129 | 0.0% | 0.0% | 61 | -1,400 | -1.32% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 102,524 | 6,015 | 0.01% | 0.01% | 62 | -20,449 | -16.63% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 98,272 | 5,765 | 0.0% | 0.0% | 63 | -3,320 | -3.27% | Q4 2025 | Feb 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 90,990 | 5,371 | 0.01% | 0.0% | 64 | +26,840 | 41.84% | Q4 2025 | Feb 18, 2026 |
| Swiss National Bank | History | Added to | 90,200 | 5,292 | 0.0% | 0.0% | 65 | +1,600 | 1.81% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 86,771 | 5,090 | 0.0% | 0.0% | 66 | -4,542 | -4.97% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 83,712 | 4,911 | 0.02% | 0.0% | 67 | +64,968 | 346.61% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 81,709 | 4,796 | 0.01% | 0.0% | 68 | +6,297 | 8.35% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 73,697 | 4,323 | 0.0% | 0.0% | 69 | -108,570 | -59.57% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 69,136 | 4,056 | 0.0% | 0.0% | 70 | -4,389 | -5.97% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 65,252 | 3,828 | 0.01% | 0.01% | 71 | -15,370 | -19.06% | Q4 2025 | Jan 26, 2026 |
| Nuveen, LLC | History | No change | 63,374 | 3,718 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 62,810 | 3,685 | 0.04% | 0.03% | 73 | -5,802 | -8.46% | Q4 2025 | Feb 05, 2026 |
| Boston Partners | History | Reduced | 56,237 | 3,299 | 0.0% | 0.0% | 74 | -2,598 | -4.42% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 55,700 | 3,267 | 0.02% | — | 75 | +55,700 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 53,083 | 3,114 | 0.24% | 0.18% | 76 | +4,850 | 10.06% | Q4 2025 | Jan 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 50,964 | 2,990 | 0.0% | 0.0% | 77 | +440 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 50,529 | 2,964 | 0.01% | 0.02% | 78 | -32,426 | -39.09% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 49,900 | 2,927 | 0.0% | 0.0% | 79 | -160,531 | -76.29% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 47,541 | 2,915 | 0.0% | 0.0% | 80 | -5,556 | -10.46% | Q4 2025 | Jan 08, 2026 |
| Holocene Advisors, LP | History | Reduced | 47,860 | 2,807 | 0.01% | 0.01% | 81 | -23,616 | -33.04% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 47,428 | 2,782 | 0.0% | 0.0% | 82 | +1,092 | 2.36% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 45,991 | 2,698 | 0.0% | 0.0% | 83 | -2,670 | -5.49% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,966 | 2,579 | 0.01% | 0.0% | 84 | -200 | -0.45% | Q4 2025 | Jan 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 43,120 | 2,529 | 0.01% | 0.01% | 85 | +3,650 | 9.25% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 42,802 | 2,511 | 0.0% | 0.0% | 86 | -133 | -0.31% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 41,126 | 2,412 | 0.0% | 0.0% | 87 | -1,801 | -4.2% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 40,356 | 2,367 | 0.0% | 0.0% | 88 | -61,700 | -60.46% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 39,336 | 2,307 | 0.0% | 0.0% | 89 | -94 | -0.24% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 36,181 | 2,122 | 0.01% | 0.01% | 90 | +30 | 0.08% | Q4 2025 | Jan 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,816 | 2,102 | 0.0% | 0.0% | 91 | +1,485 | 4.33% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 35,602 | 2,088 | 0.1% | 0.08% | 92 | -10,171 | -22.22% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 35,100 | 2,059 | 0.0% | 0.0% | 93 | +2,500 | 7.67% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 34,615 | 2,030 | 0.0% | 0.0% | 94 | -33,387 | -49.1% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 32,992 | 1,935 | 0.23% | 0.33% | 95 | -15,911 | -32.54% | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 32,895 | 1,929 | 0.3% | — | 96 | +32,895 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 32,052 | 1,880 | 0.0% | — | 97 | +32,052 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,954 | 1,874 | 0.0% | 0.0% | 98 | +2,701 | 9.23% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 31,585 | 1,853 | 0.01% | 0.01% | 99 | -6,053 | -16.08% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 30,000 | 1,763 | 0.01% | — | 100 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Cruiser Capital Advisors, LLC | History | Added to | 29,860 | 1,751 | 1.48% | 0.95% | 101 | +9,960 | 50.05% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 29,750 | 1,745 | 0.0% | — | 102 | +29,750 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 29,413 | 1,725 | 0.0% | 0.0% | 103 | +3,311 | 12.68% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 29,165 | 1,712 | 0.0% | 0.0% | 104 | -13,007 | -30.84% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,391 | 1,607 | 0.0% | 0.0% | 105 | -3,159 | -10.34% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 25,846 | 1,516 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,578 | 1,500 | 0.0% | 0.0% | 107 | -1,837 | -6.7% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 23,865 | 1,400 | 0.0% | 0.0% | 108 | -18,964 | -44.28% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,400 | 1,373 | 0.0% | — | 109 | +23,400 | New | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 23,199 | 1,361 | 0.04% | — | 110 | +23,199 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 23,169 | 1,359 | 0.0% | 0.0% | 111 | +5,026 | 27.7% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,979 | 1,348 | 0.0% | 0.0% | 112 | -3,168 | -12.12% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,325 | 1,309 | 0.01% | 0.01% | 113 | -1,159 | -4.94% | Q4 2025 | Feb 12, 2026 |
| Hilton Capital Management, LLC | History | Added to | 21,921 | 1,286 | 0.1% | 0.08% | 114 | +2,026 | 10.18% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 20,967 | 1,230 | 0.03% | 0.02% | 115 | -449 | -2.1% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 20,731 | 1,216 | 0.0% | — | 116 | +20,731 | New | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,016 | 1,174 | 0.01% | 0.01% | 117 | -831 | -3.99% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,081 | 1,119 | 0.01% | 0.01% | 118 | -888 | -4.45% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 19,022 | 1,116 | 0.01% | 0.09% | 119 | -167,035 | -89.78% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,987 | 1,114 | 0.0% | 0.0% | 120 | -1,390 | -6.82% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,717 | 1,098 | 0.0% | 0.0% | 121 | -2,929 | -13.53% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 17,762 | 1,086 | 0.0% | 0.0% | 122 | +12,542 | 240.27% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 18,286 | 1,072 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 18,096 | 1,061 | 0.03% | 0.03% | 124 | -1,092 | -5.69% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,855 | 1,047 | 0.0% | 0.0% | 125 | +1,383 | 8.4% | Q4 2025 | Mar 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 16,787 | 984 | 0.24% | 0.18% | 126 | +1,218 | 7.82% | Q4 2025 | Feb 02, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 16,276 | 954 | 0.03% | 0.03% | 127 | -3,236 | -16.58% | Q4 2025 | Jan 14, 2026 |
| Weiss Asset Management LP | History | New | 15,991 | 938 | 0.01% | — | 128 | +15,991 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,317 | 937 | 0.01% | 0.01% | 129 | -323 | -2.07% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 15,751 | 924 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,640 | 917 | 0.02% | 0.02% | 131 | -13,206 | -45.78% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 15,477 | 908 | 0.0% | 0.0% | 132 | +1,309 | 9.24% | Q4 2025 | Feb 13, 2026 |
| Auxano Advisors, LLC | History | Added to | 15,395 | 903 | 0.18% | 0.09% | 133 | +7,017 | 83.76% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,818 | 869 | 0.01% | 0.01% | 134 | -3,566 | -19.4% | Q4 2025 | Jan 26, 2026 |
| Walleye Capital LLC | History | Reduced | 14,800 | 868 | 0.0% | 0.02% | 135 | -76,224 | -83.74% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 14,587 | 855 | 0.0% | 0.0% | 136 | +1,098 | 8.14% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 14,342 | 841 | 0.0% | 0.0% | 137 | +13,958 | 3634.9% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,000 | 821 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 13,992 | 820 | 0.09% | 0.07% | 139 | +1,151 | 8.96% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 13,892 | 815 | 0.0% | 0.0% | 140 | +2,189 | 18.7% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,899 | 815 | 0.0% | 0.0% | 141 | +26 | 0.19% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,640 | 800 | 0.0% | 0.0% | 142 | -518 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,615 | 798 | 0.0% | 0.0% | 143 | +1,186 | 9.54% | Q4 2025 | Jan 27, 2026 |
| CSS LLC/IL | History | Reduced | 13,350 | 783 | 0.03% | 0.04% | 144 | -5,060 | -27.49% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Reduced | 13,324 | 781 | 0.11% | 0.22% | 145 | -16,887 | -55.9% | Q4 2025 | Jan 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 13,300 | 780 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 12,733 | 747 | 0.0% | 0.0% | 147 | -789 | -5.83% | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | Reduced | 12,702 | 745 | 0.02% | 0.06% | 148 | -11,009 | -46.43% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,600 | 739 | 0.01% | 0.01% | 149 | -100 | -0.79% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,438 | 671 | 0.0% | 0.0% | 150 | -292 | -2.49% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | Added to | 10,875 | 638 | 0.14% | 0.15% | 151 | +2,897 | 36.31% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 10,839 | 635 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | No change | 10,835 | 635 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | Reduced | 10,557 | 619 | 0.01% | 0.02% | 154 | -23,600 | -69.09% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,348 | 607 | 0.01% | 0.01% | 155 | -1,930 | -15.72% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 10,227 | 600 | 0.01% | 0.01% | 156 | +40 | 0.39% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,200 | 598 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,072 | 590 | 0.0% | 0.0% | 158 | +1,050 | 11.64% | Q4 2025 | Jan 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,270 | 579 | 0.02% | 0.02% | 159 | -929 | -9.11% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 9,700 | 569 | 0.0% | 0.0% | 160 | -6,900 | -41.57% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 9,403 | 551 | 0.0% | 0.0% | 161 | +1,402 | 17.52% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,088 | 533 | 0.01% | 0.01% | 162 | -100 | -1.09% | Q4 2025 | Feb 04, 2026 |
| Engineers Gate Manager LP | History | Reduced | 8,900 | 522 | 0.01% | 0.06% | 163 | -100,108 | -91.84% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 8,670 | 508 | 0.0% | — | 164 | +8,670 | New | Q4 2025 | Feb 13, 2026 |
| Leisure Capital Management | History | Reduced | 8,490 | 498 | 0.16% | 0.16% | 165 | -1,389 | -14.06% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 8,466 | 496 | 0.0% | 0.0% | 166 | +179 | 2.16% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 8,390 | 492 | 0.0% | 0.0% | 167 | -11,922 | -58.69% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,294 | 486 | 0.0% | 0.0% | 168 | +405 | 5.13% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,117 | 476 | 0.03% | — | 169 | +8,117 | New | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | New | 7,566 | 462 | 0.06% | — | 170 | +7,566 | New | Q4 2025 | Feb 23, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 7,761 | 455 | 0.0% | 0.0% | 171 | -9,077 | -53.91% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,684 | 450 | 0.0% | — | 172 | +7,684 | New | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,447 | 436 | 0.0% | 0.0% | 173 | +393 | 5.57% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,289 | 427 | 0.0% | 0.0% | 174 | +2,103 | 40.55% | Q4 2025 | Feb 10, 2026 |
| Harbour Capital Advisors, LLC | History | New | 7,075 | 423 | 0.09% | — | 175 | +7,075 | New | Q4 2025 | Jan 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 7,078 | 415 | 0.07% | — | 176 | +7,078 | New | Q4 2025 | Jan 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,001 | 410 | 0.0% | 0.0% | 177 | +777 | 12.48% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,417 | 406 | 0.01% | 0.01% | 178 | +106 | 1.68% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 6,912 | 405 | 0.02% | 0.0% | 179 | +5,348 | 341.94% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 6,806 | 404 | 0.02% | — | 180 | +6,806 | New | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 6,784 | 398 | 0.0% | 0.0% | 181 | +764 | 12.69% | Q4 2025 | Feb 24, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,689 | 391 | 0.0% | 0.02% | 182 | -36,262 | -84.43% | Q4 2025 | Jan 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,354 | 372 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,857 | 343 | 0.0% | 0.01% | 184 | -4,503 | -43.47% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,844 | 342 | 0.03% | 0.02% | 185 | +47 | 0.81% | Q4 2025 | Jan 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,760 | 337 | 0.02% | — | 186 | +5,760 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | New | 5,673 | 332 | 0.01% | — | 187 | +5,673 | New | Q4 2025 | Feb 03, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 5,500 | 322 | 0.0% | — | 188 | +5,500 | New | Q4 2025 | Feb 02, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,463 | 320 | 0.05% | — | 189 | +5,463 | New | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 5,220 | 306 | 0.0% | 0.0% | 190 | +430 | 8.98% | Q4 2025 | Feb 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 5,215 | 305 | 0.08% | 0.07% | 191 | +181 | 3.6% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | Added to | 4,940 | 289 | 0.07% | 0.06% | 192 | +203 | 4.29% | Q4 2025 | Jan 07, 2026 |
| Callan Family Office, LLC | History | Added to | 4,742 | 278 | 0.01% | 0.01% | 193 | +516 | 12.21% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | New | 4,581 | 268 | 0.02% | — | 195 | +4,581 | New | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | New | 4,532 | 268 | 0.0% | — | 194 | +4,532 | New | Q4 2025 | Jan 23, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 4,583 | 268 | 0.05% | 0.07% | 196 | -373 | -7.53% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,535 | 266 | 0.0% | 0.01% | 199 | -26,619 | -85.44% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,543 | 266 | 0.0% | 0.0% | 198 | -2,962 | -39.47% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,541 | 266 | 0.0% | 0.0% | 197 | -507 | -10.04% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 4,400 | 258 | 0.0% | 0.0% | 200 | -55,167 | -92.61% | Q4 2025 | Feb 13, 2026 |
| Janney Capital Management LLC | History | New | 4,261 | 250 | 0.02% | — | 201 | +4,261 | New | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Reduced | 4,242 | 248 | 0.0% | 0.0% | 202 | -892 | -17.37% | Q4 2025 | Feb 12, 2026 |
| Kimelman & Baird, LLC | History | Reduced | 4,182 | 245 | 0.02% | 0.02% | 203 | -546 | -11.55% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | New | 4,101 | 240 | 0.0% | — | 204 | +4,101 | New | Q4 2025 | Feb 02, 2026 |
| waypoint wealth counsel | History | New | 4,101 | 240 | 0.09% | — | 205 | +4,101 | New | Q4 2025 | Jan 28, 2026 |
| Inspire Advisors, LLC | History | New | 4,047 | 237 | 0.02% | — | 207 | +4,047 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,048 | 237 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,000 | 234 | 0.01% | 0.01% | 208 | -1,223 | -23.42% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,987 | 233 | 0.0% | — | 209 | +3,987 | New | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,900 | 228 | 0.0% | 0.0% | 210 | -1,044 | -21.12% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,855 | 226 | 0.0% | 0.0% | 211 | -370 | -8.76% | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,823 | 224 | 0.0% | 0.0% | 212 | -10,000 | -72.34% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,725 | 218 | 0.0% | 0.0% | 213 | -3,594 | -49.11% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 3,714 | 217 | 0.0% | — | 214 | +3,714 | New | Q4 2025 | Feb 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,582 | 215 | 0.0% | 0.01% | 215 | -1,260 | -26.02% | Q4 2025 | Jan 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 3,663 | 214 | 0.07% | 0.07% | 216 | -908 | -19.86% | Q4 2025 | Feb 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 3,625 | 212 | 0.01% | 0.02% | 217 | -1,164 | -24.31% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,435 | 201 | 0.0% | 0.01% | 219 | -1,178 | -25.54% | Q4 2025 | Jan 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 3,442 | 201 | 0.02% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,397 | 199 | 0.0% | 0.0% | 220 | +22 | 0.65% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,279 | 192 | 0.01% | 0.0% | 221 | -100 | -2.96% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,259 | 191 | 0.0% | 0.0% | 223 | +479 | 17.23% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 3,266 | 191 | 0.0% | 0.0% | 222 | -82 | -2.45% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,106 | 182 | 0.14% | 0.1% | 224 | -1,209 | -28.02% | Q4 2025 | Jan 27, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,852 | 167 | 0.01% | 0.04% | 225 | -27,703 | -90.67% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,759 | 161 | 0.0% | 0.0% | 226 | -242 | -8.06% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,681 | 157 | 0.0% | 0.0% | 227 | -121 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 2,381 | 140 | 0.07% | 0.09% | 228 | -1,167 | -32.89% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,284 | 134 | 0.0% | — | 229 | +2,284 | New | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | New | 2,137 | 125 | 0.01% | — | 230 | +2,137 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 2,100 | 123 | 0.0% | 0.0% | 231 | +1,300 | 162.5% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,891 | 111 | 0.0% | 0.01% | 232 | +134 | 7.63% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 1,521 | 89 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | No change | 1,489 | 87 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,348 | 79 | 0.0% | 0.0% | 236 | +1,136 | 535.85% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,354 | 79 | 0.0% | 0.0% | 235 | -744 | -35.46% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,330 | 78 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 1,298 | 76 | 0.0% | 0.0% | 238 | +64 | 5.19% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,185 | 69 | 0.02% | 0.02% | 239 | -247 | -17.25% | Q4 2025 | Jan 08, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,144 | 67 | 0.01% | 0.01% | 240 | +3 | 0.26% | Q4 2025 | Feb 03, 2026 |
| STRS OHIO | History | Added to | 1,086 | 63 | 0.0% | 0.0% | 241 | +2 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 975 | 57 | 0.01% | 0.02% | 242 | -1,164 | -54.42% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Reduced | 956 | 56 | 0.0% | 0.01% | 243 | -314 | -24.72% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 840 | 49 | 0.0% | 0.0% | 244 | +82 | 10.82% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 810 | 49 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | No change | 791 | 46 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | Added to | 720 | 42 | 0.0% | 0.0% | 248 | +420 | 140.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 717 | 42 | 0.0% | 0.0% | 247 | +25 | 3.61% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 713 | 41 | 0.0% | 0.0% | 249 | +147 | 25.97% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 664 | 38 | 0.0% | 0.0% | 251 | -154 | -18.83% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 660 | 38 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 662 | 38 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 628 | 36 | 0.0% | 0.0% | 253 | -21 | -3.24% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 587 | 34 | 0.0% | 0.0% | 254 | -318 | -35.14% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 570 | 33 | 0.0% | 0.0% | 256 | +257 | 82.11% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 564 | 33 | 0.0% | 0.0% | 255 | +16 | 2.92% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 505 | 29 | 0.0% | 0.0% | 257 | +60 | 13.48% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 477 | 27 | 0.0% | 0.0% | 258 | -407 | -46.04% | Q4 2025 | Jan 05, 2026 |
| Asset Dedication, LLC | History | No change | 445 | 26 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 386 | 22 | 0.0% | — | 260 | +386 | New | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 370 | 21 | 0.02% | — | 261 | +370 | New | Q4 2025 | Feb 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 308 | 18 | 0.0% | 0.0% | 262 | -73 | -19.16% | Q4 2025 | Mar 16, 2026 |
| TrinityBridge Ltd | History | No change | 275 | 16 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 242 | 14 | 0.0% | 0.0% | 265 | -423 | -63.61% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 248 | 14 | 0.0% | 0.0% | 264 | +115 | 86.47% | Q4 2025 | Feb 10, 2026 |
| Bollard Group LLC | History | No change | 226 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 249 | 12 | 0.0% | — | 269 | +249 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 212 | 12 | 0.0% | 0.0% | 268 | +6 | 2.91% | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 200 | 12 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 218 | 12 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 200 | 11 | 0.01% | — | 272 | +200 | New | Q4 2025 | Feb 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 200 | 11 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 181 | 10 | 0.0% | 0.0% | 275 | -337 | -65.06% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 178 | 10 | 0.0% | 0.0% | 274 | -183 | -50.69% | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 186 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | No change | 168 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 148 | 8 | 0.0% | — | 279 | +148 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Reduced | 139 | 8 | 0.0% | 0.0% | 278 | -91 | -39.57% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 136 | 7 | 0.0% | 0.0% | 281 | -69 | -33.66% | Q4 2025 | Jan 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 104 | 7 | 0.0% | 0.0% | 280 | +31 | 42.47% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 107 | 6 | 0.0% | 0.0% | 282 | -110 | -50.69% | Q4 2025 | Jan 08, 2026 |
| High Note Wealth, LLC | History | New | 95 | 5 | 0.0% | — | 286 | +95 | New | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 90 | 5 | 0.0% | 0.0% | 285 | -53 | -37.06% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 86 | 5 | 0.0% | 0.0% | 284 | +24 | 38.71% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 93 | 5 | 0.0% | 0.0% | 283 | -5 | -5.1% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 100 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 78 | 4 | 0.0% | 0.1% | 290 | -146,066 | -99.95% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 74 | 4 | 0.0% | — | 292 | +74 | New | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 70 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 75 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 69 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 65 | 3 | 0.0% | — | 293 | +65 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 298 | -150 | -80.21% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 295 | -102 | -68.0% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 39 | 2 | 0.0% | 0.0% | 301 | -31 | -44.29% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 50 | 2 | 0.0% | 0.0% | 300 | +8 | 19.05% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 51 | 2 | 0.0% | 0.0% | 297 | -7 | -12.07% | Q4 2025 | Feb 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 40 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | No change | 36 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 29 | 1 | 0.0% | 0.0% | 305 | -33 | -53.23% | Q4 2025 | Feb 24, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 29 | 1 | 0.0% | — | 308 | +29 | New | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | New | 21 | 1 | 0.0% | — | 303 | +21 | New | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Added to | 20 | 1 | 0.0% | — | 304 | +1 | 5.26% | Q4 2025 | Jan 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 27 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORG Partners LLC | History | No change | 20 | 1 | 0.0% | — | 306 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -503,574 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -397,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -157,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.34% | — | -147,482 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.06% | — | -119,350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70,868 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -64,022 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.12% | — | -61,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.02% | — | -36,069 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,191 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,932 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -21,173 | -100.0% | Q3 2025 | Oct 31, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -20,496 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.25% | — | -20,201 | -100.0% | Q3 2025 | Nov 13, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,587 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,588 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,041 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,824 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,943 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.08% | — | -12,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,114 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CM Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,992 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,384 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,840 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,683 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,128 | -100.0% | Q3 2025 | Dec 15, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,990 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,830 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,783 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,498 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,928 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,924 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,883 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -4,858 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,813 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Financial Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.02% | — | -4,473 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,384 | -100.0% | Q3 2025 | Nov 06, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -4,383 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,038 | -100.0% | Q3 2025 | Oct 07, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,460 | -100.0% | Q3 2025 | Nov 19, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,199 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Optiver Holding B.V. | History | Reduced | 15 | 0 | — | 0.0% | — | -41 | -73.21% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -21 | -87.5% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 10 | 0 | — | 0.0% | — | -17 | -62.96% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 14, 2026 |
| CVA Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q4 2025 | Feb 23, 2026 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Cromwell Holdings LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Boreal Capital Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |