ASE Technology Holding Co., Ltd. - ASX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 58 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 20,010,829 | 322,174 | 0.55% | 0.27% | 1 | +1,997,888 | 11.09% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 19,460,980 | 313,321 | 0.01% | 0.0% | 2 | -37,310 | -0.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 10,607,588 | 170,782 | 0.01% | 0.01% | 3 | +1,330,580 | 14.34% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 9,038,322 | 145,516 | 0.02% | 0.01% | 4 | +922,692 | 11.37% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,769,918 | 141,195 | 0.01% | 0.01% | 5 | -891,566 | -9.23% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 7,249,719 | 116,212 | 0.09% | — | 6 | +7,249,719 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 6,262,066 | 100,811 | 0.17% | 0.05% | 7 | +3,848,363 | 159.44% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,027,209 | 97,038 | 0.01% | 0.01% | 8 | -2,204,965 | -26.78% | Q4 2025 | Mar 25, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 5,607,381 | 90,278 | 0.99% | 0.68% | 9 | -11,441 | -0.2% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 4,653,904 | 74,927 | 0.26% | 0.16% | 10 | +198,581 | 4.46% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,641,965 | 74,735 | 0.03% | 0.02% | 11 | -85,281 | -1.8% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,231,316 | 68,124 | 0.03% | 0.02% | 12 | +556,532 | 15.14% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 3,748,570 | 60,351 | 0.01% | 0.01% | 13 | +804,816 | 27.34% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 3,160,889 | 50,890 | 0.02% | 0.01% | 14 | +618,003 | 24.3% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,143,595 | 50,611 | 0.0% | 0.0% | 15 | +184,694 | 6.24% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,556,869 | 41,165 | 0.01% | 0.01% | 16 | +92,513 | 3.75% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,543,138 | 40,945 | 0.06% | 0.04% | 17 | +42,623 | 1.7% | Q4 2025 | Feb 10, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,985,057 | 31,959 | 0.14% | 0.17% | 18 | -1,595,755 | -44.56% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,873,784 | 30,147 | 0.02% | 0.01% | 19 | +276,926 | 17.34% | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,456,181 | 23,444 | 0.0% | 0.0% | 20 | +197,884 | 15.73% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 1,369,918 | 22,055 | 0.02% | 0.01% | 21 | +235,514 | 20.76% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,365,715 | 21,988 | 0.01% | 0.02% | 22 | -1,803,552 | -56.91% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,274,229 | 20,515 | 0.0% | 0.0% | 23 | +91,892 | 7.77% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,251,538 | 20,149 | 0.0% | 0.0% | 24 | +146,896 | 13.3% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,251,302 | 20,145 | 0.0% | 0.0% | 25 | -626,714 | -33.37% | Q4 2025 | Jan 29, 2026 |
| TT International Asset Management LTD | History | Added to | 1,236,070 | 19,843 | 4.19% | 1.56% | 26 | +508,291 | 69.84% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 898,625 | 14,467 | 0.01% | 0.0% | 27 | +335,973 | 59.71% | Q4 2025 | Feb 10, 2026 |
| NINE MASTS CAPITAL Ltd | History | Reduced | 739,619 | 11,907 | 2.05% | 3.83% | 28 | -102,067 | -12.13% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 724,330 | 11,661 | 0.01% | 0.01% | 29 | +76,140 | 11.75% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 706,817 | 11,379 | 0.0% | 0.0% | 30 | -845,179 | -54.46% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 694,560 | 11,182 | 0.04% | 0.01% | 31 | +558,476 | 410.39% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 657,607 | 10,587 | 0.01% | — | 32 | +657,607 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 640,723 | 10,315 | 0.13% | 0.08% | 33 | -14,327 | -2.19% | Q4 2025 | Feb 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 615,157 | 9,904 | 0.03% | 0.01% | 34 | +431,210 | 234.42% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 577,950 | 9,744 | 0.06% | 0.02% | 35 | +305,192 | 111.89% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 580,831 | 9,352 | 0.0% | — | 36 | +580,831 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 573,788 | 9,237 | 0.11% | 0.01% | 37 | +533,379 | 1319.95% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 540,844 | 8,707 | 0.08% | 0.06% | 38 | -31,977 | -5.58% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 504,292 | 8,119 | 0.01% | 0.01% | 39 | -126,940 | -20.11% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 502,165 | 8,033 | 0.01% | 0.0% | 40 | +274,085 | 120.17% | Q4 2025 | Feb 18, 2026 |
| Ninety One North America, Inc. | History | Reduced | 474,381 | 7,637 | 0.31% | 0.25% | 41 | -22,414 | -4.51% | Q4 2025 | Jan 27, 2026 |
| Ethic Inc. | History | Reduced | 440,007 | 7,084 | 0.11% | 0.09% | 42 | -45,832 | -9.43% | Q4 2025 | Feb 03, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 438,537 | 7,060 | 0.93% | 0.7% | 43 | -14,885 | -3.28% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 426,711 | 6,870 | 0.01% | 0.01% | 44 | +99,387 | 30.36% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 405,881 | 6,534 | 0.01% | 0.01% | 45 | -339,319 | -45.53% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 379,781 | 6,114 | 0.19% | 0.19% | 46 | -195,611 | -34.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 373,439 | 6,012 | 0.18% | 0.13% | 47 | +1,427 | 0.38% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 371,160 | 5,975 | 0.0% | 0.0% | 48 | +221,259 | 147.6% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 366,300 | 5,897 | 0.06% | 0.04% | 49 | +25,912 | 7.61% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 362,939 | 5,843 | 0.02% | 0.04% | 50 | -654,394 | -64.32% | Q4 2025 | Feb 10, 2026 |
| Ovata Capital Management Ltd | History | Reduced | 352,320 | 5,784 | 0.7% | 2.07% | 51 | -594,501 | -62.79% | Q4 2025 | Mar 03, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 328,446 | 5,287 | 0.03% | 0.02% | 52 | -6,111 | -1.83% | Q4 2025 | Jan 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 326,246 | 5,252 | 0.03% | 0.01% | 53 | +127,530 | 64.18% | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 290,450 | 4,676 | 0.1% | — | 54 | +290,450 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 282,111 | 4,541 | 0.15% | 0.11% | 55 | -5,827 | -2.02% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 276,723 | 4,455 | 0.03% | 0.02% | 56 | -2,369 | -0.85% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 271,407 | 4,369 | 0.01% | 0.01% | 57 | +124,662 | 84.95% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 271,353 | 4,368 | 0.0% | 0.0% | 58 | -79,578 | -22.68% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 266,600 | 4,292 | 0.02% | 0.06% | 59 | -1,088,594 | -80.33% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 255,586 | 4,114 | 0.0% | 0.0% | 60 | +77,008 | 43.12% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | New | 252,662 | 4,067 | 0.0% | — | 61 | +252,662 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 227,821 | 3,665 | 0.0% | 0.0% | 62 | +66,745 | 41.44% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 224,081 | 3,604 | 0.0% | 0.0% | 63 | +13,075 | 6.2% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 223,123 | 3,592 | 0.02% | 0.01% | 64 | +52,629 | 30.87% | Q4 2025 | Jan 29, 2026 |
| Walleye Capital LLC | History | Added to | 212,043 | 3,413 | 0.01% | 0.0% | 65 | +184,659 | 674.33% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 197,090 | 3,173 | 0.0% | 0.0% | 66 | +4,989 | 2.6% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 193,414 | 3,113 | 0.0% | 0.0% | 67 | -9,783 | -4.81% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 185,421 | 2,985 | 0.04% | 0.03% | 68 | -17,379 | -8.57% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 181,215 | 2,917 | 0.0% | 0.0% | 69 | +1,245 | 0.69% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | New | 181,000 | 2,914 | 0.0% | — | 70 | +181,000 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 178,064 | 2,866 | 0.0% | 0.0% | 71 | +3,294 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 177,473 | 2,857 | 0.0% | 0.0% | 72 | -7,468 | -4.04% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 174,198 | 2,804 | 0.0% | 0.0% | 73 | +58,142 | 50.1% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 172,413 | 2,775 | 0.68% | 0.67% | 74 | -78,049 | -31.16% | Q4 2025 | Jan 12, 2026 |
| Amundi | History | No change | 171,930 | 2,768 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 169,204 | 2,724 | 0.02% | 0.01% | 76 | -4,527 | -2.61% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 171,263 | 2,708 | 0.0% | 0.0% | 77 | -228 | -0.13% | Q4 2025 | Mar 09, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 165,464 | 2,663 | 0.05% | 0.03% | 78 | +39,592 | 31.45% | Q4 2025 | Jan 16, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 165,722 | 2,653 | 0.01% | — | 79 | +165,722 | New | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 156,268 | 2,515 | 0.01% | 0.0% | 80 | +13,564 | 9.5% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 149,700 | 2,410 | 0.0% | 0.0% | 81 | -70,800 | -32.11% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 148,402 | 2,389 | 0.04% | 0.03% | 82 | +10,666 | 7.74% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 138,624 | 2,231 | 0.01% | 0.01% | 83 | +5,710 | 4.3% | Q4 2025 | Feb 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 138,501 | 2,229 | 0.0% | — | 84 | +138,501 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 137,976 | 2,221 | 0.05% | 0.0% | 85 | +137,743 | 59117.17% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 136,503 | 2,197 | 0.0% | 0.0% | 86 | -3,964 | -2.82% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 135,000 | 2,173 | 0.0% | 0.0% | 87 | -57,500 | -29.87% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 132,402 | 2,131 | 0.0% | 0.0% | 88 | -8,679 | -6.15% | Q4 2025 | Feb 19, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 132,001 | 2,125 | 0.07% | 0.05% | 89 | -6,814 | -4.91% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 124,792 | 2,009 | 0.05% | 0.0% | 90 | +103,264 | 479.67% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 120,598 | 1,941 | 0.0% | 0.0% | 91 | +643 | 0.54% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 119,500 | 1,923 | 0.0% | 0.0% | 92 | -1,741,769 | -93.58% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 116,390 | 1,873 | 0.03% | 0.02% | 93 | -1,274 | -1.08% | Q4 2025 | Feb 03, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 112,432 | 1,810 | 0.05% | 0.03% | 94 | +19,570 | 21.07% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 100,958 | 1,625 | 0.02% | — | 95 | +100,958 | New | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 99,722 | 1,605 | 0.01% | 0.01% | 96 | -3,228 | -3.14% | Q4 2025 | Jan 27, 2026 |
| Ninety One UK Ltd | History | Reduced | 99,658 | 1,604 | 0.0% | 0.0% | 97 | -21,792 | -17.94% | Q4 2025 | Jan 27, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 99,431 | 1,600 | 0.07% | — | 98 | +99,431 | New | Q4 2025 | Feb 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 98,529 | 1,586 | 1.54% | 1.35% | 99 | -33,024 | -25.1% | Q4 2025 | Jan 21, 2026 |
| Brooklyn Investment Group | History | Added to | 98,429 | 1,576 | 0.07% | 0.04% | 100 | +69,397 | 239.04% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 87,211 | 1,404 | 0.02% | 0.02% | 101 | -4,220 | -4.62% | Q4 2025 | Jan 20, 2026 |
| Havemeyer Place LP | History | New | 84,971 | 1,368 | 0.27% | — | 102 | +84,971 | New | Q4 2025 | Feb 11, 2026 |
| FirstWave Capital Management LLC | History | New | 84,380 | 1,358 | 0.81% | — | 103 | +84,380 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 83,945 | 1,351 | 0.01% | 0.0% | 104 | +40,723 | 94.22% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 82,977 | 1,335 | 0.03% | 0.02% | 105 | +692 | 0.84% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 82,654 | 1,330 | 0.01% | — | 106 | +82,654 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 82,307 | 1,325 | 0.01% | 0.01% | 107 | -15,900 | -16.19% | Q4 2025 | Jan 16, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 81,792 | 1,316 | 0.02% | 0.01% | 108 | +1,346 | 1.67% | Q4 2025 | Feb 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 79,704 | 1,283 | 0.02% | 0.01% | 109 | -943 | -1.17% | Q4 2025 | Feb 03, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | New | 77,527 | 1,248 | 0.08% | — | 110 | +77,527 | New | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | New | 77,100 | 1,241 | 0.0% | — | 111 | +77,100 | New | Q4 2025 | Mar 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 75,699 | 1,218 | 0.02% | 0.01% | 112 | -10,156 | -11.83% | Q4 2025 | Feb 09, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 72,900 | 1,173 | 0.03% | 0.02% | 113 | -44,408 | -37.86% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 70,865 | 1,140 | 0.02% | 0.0% | 114 | +64,944 | 1096.84% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 70,584 | 1,136 | 0.0% | 0.0% | 115 | -8,655 | -10.92% | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 67,430 | 1,085 | 0.19% | 0.14% | 116 | -3,668 | -5.16% | Q4 2025 | Feb 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 66,960 | 1,078 | 0.0% | 0.0% | 117 | +14,050 | 26.55% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 66,357 | 1,069 | 0.04% | 0.03% | 118 | +52 | 0.08% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 62,543 | 1,007 | 0.01% | 0.01% | 119 | +28,718 | 84.9% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,138 | 984 | 0.02% | 0.02% | 120 | +4,686 | 8.3% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 59,291 | 954 | 0.0% | 0.0% | 121 | +6,212 | 11.7% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 58,058 | 934 | 0.02% | — | 122 | +58,058 | New | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | New | 57,769 | 930 | 0.0% | — | 123 | +57,769 | New | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 55,864 | 899 | 0.09% | 0.02% | 124 | +44,414 | 387.9% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 54,286 | 874 | 0.02% | 0.01% | 125 | +8,430 | 18.38% | Q4 2025 | Feb 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 54,197 | 872 | 0.02% | 0.11% | 126 | -477,237 | -89.8% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 53,998 | 869 | 0.1% | 0.07% | 127 | -82 | -0.15% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 50,175 | 807 | 0.01% | 0.01% | 128 | -1,613 | -3.11% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 47,500 | 764 | 0.05% | 0.04% | 129 | +162 | 0.34% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 47,388 | 762 | 0.01% | 0.0% | 130 | +4,455 | 10.38% | Q4 2025 | Jan 26, 2026 |
| GTS SECURITIES LLC | History | Added to | 45,477 | 732 | 0.02% | 0.01% | 131 | +20,659 | 83.24% | Q4 2025 | Feb 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 45,240 | 728 | 1.61% | — | 132 | +45,240 | New | Q4 2025 | Jan 08, 2026 |
| Capula Management Ltd | History | Reduced | 44,160 | 710 | 0.0% | 0.04% | 133 | -606,334 | -93.21% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 43,769 | 704 | 0.01% | 0.01% | 134 | +6,682 | 18.02% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,176 | 695 | 0.0% | 0.0% | 135 | +1,252 | 2.99% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 43,034 | 693 | 0.01% | 0.0% | 136 | +6,226 | 16.91% | Q4 2025 | Jan 05, 2026 |
| Compound Planning, Inc. | History | Added to | 42,975 | 691 | 0.02% | 0.01% | 138 | +5,648 | 15.13% | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 42,953 | 691 | 0.01% | 0.01% | 137 | +1,046 | 2.5% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,821 | 673 | 0.0% | 0.0% | 139 | -3,110 | -6.92% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 40,754 | 656 | 0.01% | 0.0% | 140 | +29,831 | 273.1% | Q4 2025 | Jan 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 34,577 | 653 | 0.01% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 37,500 | 603 | 0.04% | 0.03% | 142 | +720 | 1.96% | Q4 2025 | Jan 15, 2026 |
| WINTON GROUP Ltd | History | New | 37,400 | 602 | 0.02% | — | 144 | +37,400 | New | Q4 2025 | Feb 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 37,452 | 602 | 0.14% | 19.8% | 143 | -15,306 | -29.01% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 36,465 | 587 | 0.01% | 0.01% | 145 | +9,572 | 35.59% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 30,810 | 584 | 0.04% | 0.03% | 146 | +1,198 | 4.05% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 35,873 | 577 | 0.0% | 0.0% | 147 | +14,931 | 71.3% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,734 | 575 | 0.01% | 0.01% | 148 | +7,290 | 25.63% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 34,825 | 560 | 0.0% | 0.0% | 149 | +2,895 | 9.07% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 34,371 | 553 | 0.01% | 0.16% | 150 | -243,813 | -87.64% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 34,302 | 552 | 0.0% | — | 151 | +34,302 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 33,241 | 535 | 0.01% | 0.0% | 152 | +2,786 | 9.15% | Q4 2025 | Feb 02, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 31,718 | 510 | 0.09% | 0.06% | 153 | -2,670 | -7.76% | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 31,507 | 507 | 0.03% | 0.02% | 154 | +3,181 | 11.23% | Q4 2025 | Jan 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 30,855 | 496 | 0.0% | 0.0% | 155 | +11,303 | 57.81% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 30,475 | 490 | 0.21% | 0.18% | 156 | +205 | 0.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,903 | 481 | 0.0% | 0.0% | 157 | +17,693 | 144.91% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Reduced | 28,905 | 465 | 0.03% | 0.04% | 158 | -29,266 | -50.31% | Q4 2025 | Feb 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 27,394 | 461 | 0.0% | 0.0% | 159 | +12,330 | 81.85% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 28,368 | 456 | 0.02% | 0.01% | 160 | +4,119 | 16.99% | Q4 2025 | Jan 05, 2026 |
| SG Trading Solutions, LLC | History | New | 28,107 | 453 | 0.11% | — | 161 | +28,107 | New | Q4 2025 | Feb 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,810 | 451 | 0.0% | 0.0% | 162 | +9,158 | 55.0% | Q4 2025 | Jan 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 27,797 | 447 | 0.01% | 0.01% | 163 | -358 | -1.27% | Q4 2025 | Jan 27, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 26,898 | 433 | 0.18% | 0.12% | 164 | -53 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 26,698 | 429 | 0.01% | 0.0% | 165 | +5,757 | 27.49% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 25,975 | 418 | 0.01% | 0.01% | 166 | +482 | 1.89% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 25,499 | 410 | 0.01% | — | 167 | +25,499 | New | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 25,294 | 407 | 0.08% | 0.08% | 168 | -1,659 | -6.16% | Q4 2025 | Feb 10, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 24,986 | 402 | 0.0% | 0.01% | 170 | -105,114 | -80.79% | Q4 2025 | Jan 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 24,973 | 402 | 0.04% | 0.03% | 169 | -2,735 | -9.87% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 24,770 | 398 | 0.0% | 0.0% | 171 | +6,304 | 34.14% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 24,505 | 394 | 0.25% | — | 172 | +24,505 | New | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 16,753 | 393 | 0.16% | 0.11% | 173 | -39 | -0.23% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 23,926 | 385 | 0.0% | 0.0% | 174 | +20,180 | 538.71% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 23,625 | 380 | 0.0% | 0.0% | 175 | +3,988 | 20.31% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 22,765 | 366 | 0.01% | 0.01% | 176 | -389 | -1.68% | Q4 2025 | Feb 06, 2026 |
| Candriam S.C.A. | History | No change | 22,469 | 361 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 22,306 | 359 | 0.0% | 0.0% | 178 | +8,796 | 65.11% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,202 | 357 | 0.0% | — | 179 | +22,202 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 22,002 | 354 | 0.0% | 0.0% | 180 | -726,844 | -97.06% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 21,840 | 351 | 0.04% | 0.03% | 181 | -2,807 | -11.39% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,550 | 346 | 0.0% | 0.0% | 182 | -838 | -3.74% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,321 | 343 | 0.0% | 0.0% | 183 | +5,442 | 34.27% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 21,200 | 341 | 0.01% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 20,299 | 326 | 0.22% | 0.1% | 185 | +7,668 | 60.71% | Q4 2025 | Jan 16, 2026 |
| Henry James International Management Inc. | History | Reduced | 20,027 | 322 | 0.1% | 0.07% | 186 | -531 | -2.58% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 19,961 | 321 | 0.0% | — | 187 | +19,961 | New | Q4 2025 | Feb 12, 2026 |
| Frec Markets, Inc. | History | New | 19,765 | 318 | 0.09% | — | 188 | +19,765 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 19,699 | 317 | 0.0% | 0.0% | 189 | +1,486 | 8.16% | Q4 2025 | Feb 12, 2026 |
| May Hill Capital, LLC | History | New | 19,664 | 316 | 0.04% | — | 190 | +19,664 | New | Q4 2025 | Feb 05, 2026 |
| Whalen Wealth Management Inc. | History | New | 19,100 | 307 | 0.16% | — | 192 | +19,100 | New | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,109 | 307 | 0.0% | 0.0% | 191 | +3,419 | 21.79% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,294 | 294 | 0.01% | 0.01% | 193 | +146 | 0.8% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | New | 18,021 | 290 | 0.02% | — | 194 | +18,021 | New | Q4 2025 | Feb 10, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 17,749 | 285 | 0.07% | — | 195 | +17,749 | New | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,677 | 284 | 0.0% | 0.0% | 196 | +4,224 | 31.4% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | Added to | 17,451 | 280 | 0.01% | 0.01% | 197 | +1,512 | 9.49% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 17,306 | 279 | 0.0% | 0.0% | 198 | -272 | -1.55% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,118 | 275 | 0.0% | 0.0% | 199 | -1,074 | -5.9% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 16,527 | 266 | 0.0% | 0.0% | 200 | -1,787 | -9.76% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 16,342 | 263 | 0.03% | — | 201 | +16,342 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,326 | 262 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEXFORD CAPITAL LP | History | New | 16,083 | 258 | 0.05% | — | 203 | +16,083 | New | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Reduced | 15,766 | 253 | 0.01% | 0.01% | 204 | -626 | -3.82% | Q4 2025 | Jan 12, 2026 |
| Aureus Asset Management, LLC | History | Added to | 15,608 | 251 | 0.02% | 0.01% | 205 | +4,016 | 34.64% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 15,602 | 251 | 0.01% | 0.01% | 206 | +1,748 | 12.62% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Added to | 15,493 | 249 | 0.01% | 0.0% | 207 | +13,802 | 816.2% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 15,090 | 242 | 0.05% | 0.04% | 208 | +122 | 0.82% | Q4 2025 | Feb 04, 2026 |
| Engineers Gate Manager LP | History | Reduced | 14,490 | 233 | 0.0% | 0.02% | 209 | -125,649 | -89.66% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,314 | 230 | 0.0% | — | 210 | +14,314 | New | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | Added to | 14,341 | 230 | 0.02% | 0.02% | 211 | +442 | 3.18% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 14,119 | 227 | 0.01% | 0.0% | 212 | -1,841 | -11.54% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 14,093 | 226 | 0.01% | 0.01% | 213 | +1,019 | 7.79% | Q4 2025 | Jan 20, 2026 |
| Venturi Wealth Management, LLC | History | New | 14,034 | 225 | 0.01% | — | 214 | +14,034 | New | Q4 2025 | Jan 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,881 | 223 | 0.0% | 0.0% | 215 | -44,724 | -76.31% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,837 | 222 | 0.0% | 0.0% | 216 | +1,871 | 15.64% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 13,829 | 221 | 0.0% | 0.0% | 217 | +476 | 3.56% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,669 | 220 | 0.0% | 0.0% | 218 | -25 | -0.18% | Q4 2025 | Feb 18, 2026 |
| GREENLEAF TRUST | History | Added to | 13,246 | 213 | 0.0% | 0.0% | 219 | +1,435 | 12.15% | Q4 2025 | Jan 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 13,223 | 212 | 0.01% | 0.01% | 220 | +2,864 | 27.65% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,956 | 208 | 0.0% | — | 223 | +12,956 | New | Q4 2025 | Feb 09, 2026 |
| Vest Financial, LLC | History | Added to | 12,954 | 208 | 0.0% | 0.0% | 222 | +637 | 5.17% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | No change | 12,932 | 208 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,831 | 206 | 0.0% | 0.0% | 224 | +3,873 | 43.24% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,852 | 206 | 0.01% | 0.01% | 225 | +2,080 | 19.31% | Q4 2025 | Jan 29, 2026 |
| Inspire Advisors, LLC | History | Reduced | 12,361 | 199 | 0.02% | 0.01% | 226 | -1,216 | -8.96% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,299 | 198 | 0.0% | 0.0% | 227 | +2,607 | 26.9% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,039 | 194 | 0.0% | 0.0% | 228 | -4,611 | -27.69% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,781 | 189 | 0.01% | 0.01% | 229 | -1,966 | -14.3% | Q4 2025 | Feb 17, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 11,645 | 187 | 0.0% | 0.0% | 230 | +4,950 | 73.94% | Q4 2025 | Feb 09, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 11,526 | 185 | 0.0% | — | 231 | +11,526 | New | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,403 | 183 | 0.03% | — | 232 | +11,403 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,223 | 180 | 0.0% | 0.0% | 233 | +589 | 5.54% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,179 | 179 | 0.0% | — | 235 | +11,105 | 15006.76% | Q4 2025 | Feb 13, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 11,150 | 179 | 0.01% | 0.01% | 234 | -5,550 | -33.23% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,061 | 178 | 0.0% | 0.0% | 236 | +6,209 | 127.97% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,026 | 177 | 0.0% | 0.0% | 237 | +120 | 1.1% | Q4 2025 | Feb 03, 2026 |
| Athena Wealth Management, LLC | History | New | 10,889 | 175 | 0.17% | — | 238 | +10,889 | New | Q4 2025 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,624 | 171 | 0.0% | — | 240 | +10,624 | New | Q4 2025 | Jan 29, 2026 |
| Grove Bank & Trust | History | Reduced | 10,628 | 171 | 0.02% | 0.01% | 239 | -393 | -3.57% | Q4 2025 | Jan 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 10,506 | 169 | 0.02% | 0.02% | 241 | -1,798 | -14.61% | Q4 2025 | Jan 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,373 | 167 | 0.01% | 0.0% | 242 | -318 | -2.97% | Q4 2025 | Jan 09, 2026 |
| Resonant Capital Advisors, LLC | History | New | 10,264 | 165 | 0.01% | — | 244 | +10,264 | New | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 10,276 | 165 | 0.01% | 0.01% | 243 | -3,071 | -23.01% | Q4 2025 | Feb 11, 2026 |
| Canopy Partners, LLC | History | Added to | 10,273 | 165 | 0.05% | 0.04% | 245 | +141 | 1.39% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 8,109 | 130 | 0.0% | 0.0% | 246 | -9,066 | -52.79% | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 8,109 | 130 | 0.0% | 0.0% | 248 | -9,066 | -52.79% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 8,091 | 130 | 0.0% | — | 247 | +8,091 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,039 | 129 | 0.0% | 0.0% | 249 | -1,227 | -13.24% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 7,900 | 127 | 0.0% | — | 250 | +7,900 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 7,311 | 117 | 0.01% | — | 251 | +7,311 | New | Q4 2025 | Feb 17, 2026 |
| NKCFO LLC | History | New | 7,000 | 113 | 0.03% | — | 252 | +7,000 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,740 | 92 | 0.0% | 0.0% | 253 | +3,087 | 116.36% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 4,850 | 78 | 0.03% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Legal & General Group Plc | History | Reduced | 4,323 | 69 | 0.0% | 0.0% | 255 | -11,324 | -72.37% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,910 | 62 | 0.0% | — | 256 | +3,910 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,620 | 58 | 0.01% | — | 257 | +3,619 | 361900.0% | Q4 2025 | Mar 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,435 | 55 | 0.0% | 0.0% | 258 | +683 | 24.82% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,877 | 46 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,495 | 40 | 0.0% | 0.0% | 260 | +1,795 | 256.43% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,350 | 37 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,088 | 33 | 0.0% | 0.0% | 262 | +410 | 24.43% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | New | 1,999 | 32 | 0.0% | — | 263 | +1,999 | New | Q4 2025 | Feb 13, 2026 |
| Eagle Bay Advisors LLC | History | New | 1,974 | 31 | 0.02% | — | 264 | +1,974 | New | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,937 | 31 | 0.0% | 0.0% | 265 | +1,278 | 193.93% | Q4 2025 | Feb 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,795 | 28 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,669 | 26 | 0.0% | — | 267 | +1,669 | New | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,545 | 25 | 0.0% | 0.0% | 268 | +161 | 11.63% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,530 | 24 | 0.02% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Key FInancial Inc | History | No change | 1,386 | 22 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rakuten Securities, Inc. | History | New | 1,350 | 21 | 0.01% | — | 271 | +1,350 | New | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,125 | 18 | 0.02% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,047 | 16 | 0.0% | 0.0% | 273 | +311 | 42.26% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 951 | 15 | 0.0% | 0.0% | 274 | +232 | 32.27% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 989 | 15 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MASECO LLP | History | No change | 994 | 15 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | No change | 901 | 14 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 924 | 14 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Itau Unibanco Holding S.A. | History | New | 802 | 12 | 0.0% | — | 279 | +802 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 794 | 12 | 0.0% | — | 280 | +794 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 692 | 11 | 0.0% | 0.0% | 282 | +302 | 77.44% | Q4 2025 | Jan 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 693 | 11 | 0.0% | 0.0% | 283 | +42 | 6.45% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 715 | 11 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tidemark, LLC | History | No change | 713 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 611 | 10 | 0.0% | 0.0% | 286 | +217 | 55.08% | Q4 2025 | Feb 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 674 | 10 | 0.0% | 0.0% | 289 | +40 | 6.31% | Q4 2025 | Jan 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 666 | 10 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PROFFITT & GOODSON INC | History | No change | 652 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Valued Wealth Advisors LLC | History | No change | 676 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 574 | 9 | 0.0% | 0.0% | 291 | +271 | 89.44% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 577 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 479 | 7 | 0.0% | — | 297 | +479 | New | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | New | 439 | 7 | 0.0% | — | 295 | +439 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 458 | 7 | 0.0% | 0.0% | 293 | +79 | 20.84% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 456 | 7 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 485 | 7 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | No change | 451 | 7 | 0.01% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Financial Management LLC | History | New | 420 | 6 | 0.01% | — | 299 | +420 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 394 | 6 | 0.0% | — | 298 | +351 | 816.28% | Q4 2025 | Jan 30, 2026 |
| Park Place Capital Corp | History | New | 280 | 4 | 0.0% | — | 304 | +280 | New | Q4 2025 | Jan 09, 2026 |
| First Command Advisory Services, Inc. | History | New | 271 | 4 | 0.0% | — | 301 | +271 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crewe Advisors LLC | History | No change | 306 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 301 | 4 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Basepoint Wealth LLC | History | New | 212 | 3 | 0.0% | — | 306 | +212 | New | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | No change | 225 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trust Co | History | New | 132 | 2 | 0.0% | — | 307 | +132 | New | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | No change | 139 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 156 | 2 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | New | 124 | 1 | 0.0% | — | 312 | +124 | New | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 100 | 1 | 0.0% | — | 311 | +100 | New | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | Reduced | 87 | 1 | 0.0% | 0.0% | 313 | -23 | -20.91% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 101 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 82 | 1 | 0.0% | — | 314 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 65 | 1 | 0.0% | — | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,504,285 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.01% | — | -620,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -498,863 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -152,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.25% | — | -128,247 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -105,715 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -78,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -46,174 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,783 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.14% | — | -36,655 | -100.0% | Q3 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -34,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,822 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -21,491 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -20,237 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,573 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,922 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.66% | — | -12,886 | -100.0% | Q3 2025 | Dec 09, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -11,302 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,446 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,255 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -977 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Elyxium Wealth, LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 12, 2026 |