APTARGROUP, INC. - ATR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 61 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 | 6,918,484 | 843,778 | 0.01% | 0.01% | 1 | -42,888 | -0.62% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 6,044,572 | 737,195 | 0.01% | 0.01% | 2 | -205,326 | -3.29% | Q4 2025 | Feb 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 4,744,564 | 578,647 | 0.45% | 0.53% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 4,049,796 | 493,913 | 0.03% | 0.03% | 4 | -201,901 | -4.75% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 2,792,699 | 340,597 | 0.01% | 0.01% | 5 | +19,041 | 0.69% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,291,454 | 279,465 | 0.16% | 0.17% | 6 | +88,717 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 2,057,224 | 250,899 | 1.41% | 1.91% | 7 | -701,802 | -25.44% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,618,896 | 197,472 | 0.01% | 0.01% | 8 | +15,197 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Boston Trust Walden Corp | History | Added to | 1,414,719 | 172,539 | 1.3% | 1.21% | 9 | +180,365 | 14.61% | Q4 2025 | Jan 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,300,801 | 158,649 | 0.03% | 0.03% | 10 | +341,440 | 35.59% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Added to | 1,247,557 | 152,152 | 1.67% | 1.55% | 11 | +104,667 | 9.16% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,121,308 | 136,754 | 0.1% | 0.11% | 12 | -39,438 | -3.4% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,064,315 | 129,803 | 0.02% | 0.02% | 13 | -25,406 | -2.33% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,003,001 | 122,326 | 0.01% | 0.01% | 14 | -500,192 | -33.28% | Q4 2025 | Feb 17, 2026 |
| River Road Asset Management, LLC | History | New | 917,670 | 111,919 | 1.23% | — | 15 | +917,670 | New | Q4 2025 | Feb 24, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 910,151 | 111,002 | 0.64% | 0.72% | 16 | -62,706 | -6.45% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 843,595 | 102,884 | 0.05% | 0.05% | 17 | +306,662 | 57.11% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 746,940 | 91,096 | 0.01% | — | 18 | +746,940 | New | Q4 2025 | Feb 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 603,831 | 73,643 | 0.83% | 0.97% | 19 | -30,026 | -4.74% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 544,997 | 66,467 | 0.11% | 0.14% | 20 | -62,617 | -10.31% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 536,513 | 65,433 | 0.01% | 0.01% | 21 | -41,206 | -7.13% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 502,726 | 61,312 | 0.0% | 0.0% | 22 | -51,442 | -9.28% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 454,668 | 55,451 | 0.01% | 0.01% | 23 | +24,375 | 5.66% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 453,298 | 55,284 | 0.0% | 0.0% | 24 | +7,508 | 1.68% | Q4 2025 | Feb 17, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 383,660 | 46,791 | 1.64% | 1.66% | 25 | +13,660 | 3.69% | Q4 2025 | Feb 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 377,791 | 46,075 | 0.03% | 0.04% | 26 | +5,422 | 1.46% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 364,322 | 44,432 | 0.74% | 0.54% | 27 | +119,831 | 49.01% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 334,707 | 40,821 | 0.23% | 0.2% | 28 | +104,076 | 45.13% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 331,380 | 40,415 | 0.22% | 0.33% | 29 | -69,790 | -17.4% | Q4 2025 | Feb 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 308,296 | 37,600 | 1.76% | 1.94% | 30 | -1,760 | -0.57% | Q4 2025 | Feb 02, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 276,669 | 33,742 | 0.12% | 0.07% | 31 | +122,503 | 79.46% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 271,438 | 33,092 | 0.05% | 0.11% | 32 | -213,676 | -44.05% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 254,024 | 30,980 | 0.05% | 0.06% | 33 | +37,217 | 17.17% | Q4 2025 | Feb 06, 2026 |
| NUANCE INVESTMENTS, LLC | History | Added to | 248,193 | 30,269 | 3.34% | 1.4% | 34 | +145,233 | 141.06% | Q4 2025 | Feb 11, 2026 |
| Hemenway Trust Co LLC | History | Added to | 237,579 | 28,975 | 2.22% | 2.43% | 35 | +496 | 0.21% | Q4 2025 | Feb 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 230,976 | 28,169 | 0.07% | 0.15% | 36 | -159,986 | -40.92% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 219,405 | 26,758 | 0.01% | 0.01% | 37 | +41,625 | 23.41% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 212,503 | 25,916 | 0.01% | 0.02% | 38 | -189,348 | -47.12% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 202,341 | 24,677 | 0.0% | 0.0% | 39 | +9,847 | 5.12% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 199,657 | 24,350 | 0.03% | 0.01% | 40 | +157,969 | 378.93% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 198,252 | 24,179 | 0.06% | 0.0% | 41 | +191,363 | 2777.81% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 197,145 | 24,043 | 0.01% | 0.01% | 42 | +112,369 | 132.55% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 196,363 | 23,948 | 0.02% | 0.02% | 43 | -4,103 | -2.05% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 183,237 | 22,347 | 0.01% | 0.0% | 44 | +104,620 | 133.08% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 180,915 | 22,064 | 0.03% | — | 45 | +180,915 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 173,652 | 21,178 | 0.07% | 0.08% | 46 | -901 | -0.52% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 172,242 | 21,006 | 0.0% | 0.01% | 47 | -21,771 | -11.22% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 163,014 | 19,881 | 0.01% | 0.01% | 48 | -29,905 | -15.5% | Q4 2025 | Feb 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 157,619 | 19,223 | 1.22% | 1.36% | 49 | -1,666 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 149,636 | 18,249 | 1.0% | 0.21% | 50 | +119,350 | 394.08% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 148,971 | 18,168 | 0.09% | 0.02% | 51 | +115,116 | 340.03% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 146,752 | 17,897 | 1.76% | 1.86% | 52 | +4,447 | 3.12% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 143,600 | 17,513 | 0.03% | 0.02% | 53 | +28,500 | 24.76% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 141,444 | 17,250 | 0.01% | 0.01% | 54 | -53,497 | -27.44% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 141,161 | 17,215 | 0.01% | 0.01% | 55 | -5,112 | -3.49% | Q4 2025 | Feb 02, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 139,825 | 17,053 | 0.3% | 0.32% | 56 | -5 | -0.0% | Q4 2025 | Feb 04, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 138,230 | 16,859 | 0.05% | 0.2% | 57 | -340,600 | -71.13% | Q4 2025 | Feb 06, 2026 |
| Copeland Capital Management, LLC | History | Added to | 135,753 | 16,556 | 0.37% | 0.35% | 58 | +10,020 | 7.97% | Q4 2025 | Jan 29, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 134,345 | 16,384 | 2.65% | 2.84% | 59 | -1,351 | -1.0% | Q4 2025 | Jan 29, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 131,467 | 16,033 | 1.01% | 1.13% | 60 | -1,829 | -1.37% | Q4 2025 | Jan 16, 2026 |
| Swiss National Bank | History | Added to | 130,000 | 15,854 | 0.01% | 0.01% | 61 | +2,000 | 1.56% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 129,960 | 15,850 | 0.02% | 0.04% | 62 | +5,688 | 4.58% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 128,497 | 15,671 | 0.02% | 0.03% | 63 | -5,863 | -4.36% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 126,703 | 15,452 | 0.03% | 0.04% | 64 | -9,490 | -6.97% | Q4 2025 | Mar 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 123,500 | 15,062 | 0.0% | 0.0% | 65 | -47,064 | -27.59% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 122,453 | 14,934 | 0.0% | 0.0% | 66 | -17,260 | -12.35% | Q4 2025 | Mar 25, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 115,558 | 14,093 | 0.01% | 0.01% | 67 | +278 | 0.24% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 114,236 | 13,932 | 0.0% | 0.0% | 68 | -12,790 | -10.07% | Q4 2025 | Feb 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 113,059 | 13,788 | 0.07% | 0.08% | 69 | -1,300 | -1.14% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 109,160 | 13,313 | 0.0% | 0.0% | 70 | -24,803 | -18.51% | Q4 2025 | Feb 09, 2026 |
| SOMERVILLE KURT F | History | Reduced | 107,824 | 13,150 | 2.23% | 2.43% | 71 | -2,135 | -1.94% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 107,619 | 13,125 | 0.01% | 0.04% | 72 | -168,043 | -60.96% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 104,893 | 12,792 | 0.22% | 0.27% | 73 | -6,298 | -5.66% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 102,868 | 12,545 | 0.03% | 0.03% | 74 | +1,673 | 1.65% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 100,811 | 12,294 | 0.0% | 0.0% | 75 | +5,058 | 5.28% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 100,020 | 12,198 | 0.11% | 0.01% | 76 | +87,467 | 696.78% | Q4 2025 | Feb 10, 2026 |
| Oribel Capital Management, LP | History | Added to | 98,200 | 11,976 | 0.55% | 0.4% | 77 | +2,500 | 2.61% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 96,453 | 11,763 | 0.0% | 0.0% | 78 | -77,545 | -44.57% | Q4 2025 | Jan 29, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 93,908 | 11,453 | 2.48% | 2.66% | 79 | -5,562 | -5.59% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 92,530 | 11,284 | 0.01% | 0.01% | 80 | -1,541 | -1.64% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 86,709 | 10,575 | 0.01% | — | 81 | +86,709 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 86,064 | 10,496 | 0.0% | 0.0% | 82 | +2,196 | 2.62% | Q4 2025 | Feb 17, 2026 |
| Broderick Brian C | History | Added to | 84,304 | 10,281 | 1.94% | 2.14% | 83 | +50 | 0.06% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 83,843 | 10,225 | 0.01% | 0.01% | 84 | -16,807 | -16.7% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 80,980 | 9,876 | 0.13% | 0.19% | 85 | -27,249 | -25.18% | Q4 2025 | Feb 13, 2026 |
| Baker Chad R | History | Added to | 79,100 | 9,708 | 1.74% | 1.82% | 86 | +50 | 0.06% | Q4 2025 | Jan 13, 2026 |
| BARCLAYS PLC | History | Reduced | 79,227 | 9,662 | 0.0% | 0.0% | 87 | -13,364 | -14.43% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 77,691 | 9,475 | 0.02% | 0.02% | 88 | -26,890 | -25.71% | Q4 2025 | Feb 17, 2026 |
| Sone Capital Management, LLC | History | Reduced | 77,467 | 9,447 | 0.77% | 1.52% | 89 | -58,291 | -42.94% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 74,998 | 9,146 | 0.02% | 18.06% | 90 | +45,882 | 157.58% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 72,300 | 8,817 | 0.02% | 0.01% | 91 | +25,900 | 55.82% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,833 | 8,803 | 0.01% | 0.02% | 92 | +250 | 0.34% | Q4 2025 | Mar 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 71,413 | 8,709 | 0.01% | 0.01% | 93 | +820 | 1.16% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 70,898 | 8,646 | 0.0% | 0.0% | 94 | +25,572 | 56.42% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Added to | 70,724 | 8,625 | 0.08% | 0.09% | 95 | +4,860 | 7.38% | Q4 2025 | Feb 17, 2026 |
| PUZO MICHAEL J | History | Reduced | 70,665 | 8,618 | 2.35% | 2.59% | 96 | -270 | -0.38% | Q4 2025 | Feb 17, 2026 |
| EULAV Asset Management | History | Reduced | 69,332 | 8,455 | 0.23% | 0.97% | 97 | -244,292 | -77.89% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 66,164 | 8,069 | 0.01% | 0.02% | 98 | -2,110 | -3.09% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 65,844 | 8,030 | 0.0% | 0.0% | 99 | -13,311 | -16.82% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 65,834 | 8,029 | 0.01% | 0.01% | 100 | +756 | 1.16% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 64,811 | 7,904 | 0.22% | 0.23% | 101 | +3,298 | 5.36% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,609 | 7,880 | 0.02% | 0.02% | 102 | -100 | -0.15% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 64,603 | 7,878 | 0.0% | — | 103 | +64,603 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 63,484 | 7,742 | 0.06% | 0.06% | 104 | +246 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Kidder Stephen W | History | Reduced | 62,523 | 7,625 | 2.15% | 2.4% | 105 | -170 | -0.27% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 62,090 | 7,572 | 0.03% | 0.03% | 106 | +8,555 | 15.98% | Q4 2025 | Jan 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 62,069 | 7,569 | 0.01% | 0.01% | 107 | -74 | -0.12% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 60,502 | 7,378 | 0.01% | 0.01% | 108 | -1,311 | -2.12% | Q4 2025 | Feb 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 59,870 | 7,313 | 0.01% | — | 109 | +59,870 | New | Q4 2025 | Jan 08, 2026 |
| HRT FINANCIAL LP | History | Reduced | 57,105 | 6,964 | 0.02% | 0.03% | 110 | -10,037 | -14.95% | Q4 2025 | Feb 12, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 56,330 | 6,870 | 0.03% | 0.04% | 111 | -1,784 | -3.07% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 56,300 | 6,866 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 53,978 | 6,583 | 0.28% | 0.19% | 113 | +19,545 | 56.76% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 48,583 | 6,491 | 0.02% | 0.02% | 114 | +15 | 0.03% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 53,026 | 6,468 | 0.0% | 0.0% | 115 | +2,912 | 5.81% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,647 | 6,420 | 0.01% | 0.02% | 116 | +4,148 | 8.55% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 49,159 | 5,995 | 0.15% | 0.01% | 117 | +47,579 | 3011.33% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 47,843 | 5,834 | 0.0% | — | 118 | +47,843 | New | Q4 2025 | Feb 13, 2026 |
| Delaney Dennis R | History | Reduced | 47,324 | 5,771 | 2.9% | 3.17% | 119 | -20 | -0.04% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 46,223 | 5,637 | 0.23% | 0.26% | 120 | -254 | -0.55% | Q4 2025 | Jan 27, 2026 |
| ALGERT GLOBAL LLC | History | New | 45,350 | 5,531 | 0.09% | — | 121 | +45,350 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 31,734 | 5,084 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 41,524 | 5,064 | 0.0% | 0.0% | 123 | +291 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Choate Investment Advisors | History | Reduced | 40,618 | 4,953 | 0.1% | 0.21% | 124 | -33,977 | -45.55% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 39,035 | 4,760 | 0.01% | 0.01% | 125 | -24,566 | -38.63% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 38,358 | 4,678 | 0.05% | 0.06% | 126 | -2,197 | -5.42% | Q4 2025 | Feb 10, 2026 |
| Notis-McConarty Edward | History | Added to | 37,869 | 4,618 | 2.14% | 2.34% | 127 | +250 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 37,613 | 4,587 | 0.01% | 0.0% | 128 | +11,945 | 46.54% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 37,081 | 4,522 | 0.1% | 0.2% | 129 | -26,709 | -41.87% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 36,865 | 4,496 | 0.02% | 0.09% | 130 | -136,827 | -78.78% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | New | 36,470 | 4,447 | 0.02% | — | 131 | +36,470 | New | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 36,341 | 4,432 | 0.0% | 0.0% | 132 | +369 | 1.03% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 35,250 | 4,299 | 0.0% | 0.0% | 133 | +30,525 | 646.03% | Q4 2025 | Feb 13, 2026 |
| Roubaix Capital, LLC | History | New | 34,317 | 4,185 | 1.78% | — | 134 | +34,317 | New | Q4 2025 | Feb 09, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 31,946 | 4,051 | 0.12% | 0.14% | 135 | -7,611 | -19.24% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 33,091 | 4,043 | 0.0% | 0.0% | 136 | +3,665 | 12.45% | Q4 2025 | Mar 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 32,776 | 4,015 | 0.0% | 0.01% | 137 | -3,407 | -9.42% | Q4 2025 | Feb 18, 2026 |
| Elefante Mark B | History | Added to | 32,041 | 3,907 | 2.39% | 2.62% | 138 | +1,365 | 4.45% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 29,779 | 3,631 | 0.01% | 0.01% | 139 | +10,856 | 57.37% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,054 | 3,543 | 0.03% | 0.0% | 140 | +26,058 | 869.76% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 29,053 | 3,543 | 0.01% | 0.01% | 141 | -13,114 | -31.1% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,923 | 3,527 | 0.03% | 0.03% | 142 | -1,511 | -4.96% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 28,883 | 3,522 | 0.0% | 0.0% | 143 | +23,330 | 420.13% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 28,572 | 3,484 | 0.03% | — | 144 | +28,572 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 28,327 | 3,454 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 28,175 | 3,436 | 0.03% | 0.03% | 146 | -626 | -2.17% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 28,160 | 3,434 | 0.16% | 0.04% | 147 | +24,152 | 602.59% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 28,118 | 3,429 | 0.04% | 0.03% | 148 | +9,075 | 47.66% | Q4 2025 | Feb 17, 2026 |
| HALL LAURIE J TRUSTEE | History | Added to | 27,849 | 3,396 | 1.13% | 1.17% | 149 | +964 | 3.59% | Q4 2025 | Jan 20, 2026 |
| Amundi | History | New | 27,720 | 3,380 | 0.0% | — | 150 | +27,720 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,456 | 3,348 | 0.0% | 0.0% | 151 | +5,992 | 27.92% | Q4 2025 | Feb 02, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 27,409 | 3,343 | 0.01% | 0.01% | 152 | -2,002 | -6.81% | Q4 2025 | Feb 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 27,285 | 3,327 | 0.01% | 0.01% | 153 | +3,849 | 16.42% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 26,878 | 3,274 | 0.02% | 0.01% | 154 | +19,274 | 253.47% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 26,345 | 3,213 | 0.1% | 0.11% | 155 | -2,866 | -9.81% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 26,189 | 3,194 | 0.01% | 0.02% | 156 | +5,175 | 24.63% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 25,462 | 3,181 | 0.01% | 0.01% | 157 | -4,360 | -14.62% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 25,362 | 3,093 | 0.0% | 0.0% | 158 | +6,088 | 31.59% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,077 | 3,058 | 0.01% | 0.01% | 159 | -360 | -1.42% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 24,962 | 3,044 | 0.03% | 0.0% | 160 | +17,385 | 229.44% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 24,755 | 3,018 | 0.02% | 0.02% | 161 | +2,385 | 10.66% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Reduced | 24,591 | 2,999 | 0.0% | 0.0% | 162 | -29,550 | -54.58% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 24,461 | 2,983 | 0.01% | 0.01% | 163 | -1,192 | -4.65% | Q4 2025 | Feb 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 24,416 | 2,977 | 0.14% | — | 164 | +24,416 | New | Q4 2025 | Feb 17, 2026 |
| Dempze Nancy E | History | Reduced | 23,962 | 2,922 | 1.52% | 1.79% | 165 | -433 | -1.77% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 23,848 | 2,909 | 0.0% | 0.0% | 166 | +17,274 | 262.76% | Q4 2025 | Jan 09, 2026 |
| Tidal Investments LLC | History | Added to | 23,265 | 2,837 | 0.01% | 0.0% | 167 | +7,150 | 44.37% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 23,076 | 2,814 | 0.0% | 0.0% | 168 | -4,814 | -17.26% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 22,734 | 2,772 | 0.02% | 0.02% | 169 | -216 | -0.94% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 22,374 | 2,728 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,303 | 2,720 | 0.04% | — | 171 | +22,303 | New | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 21,778 | 2,656 | 0.01% | 0.01% | 172 | -1,871 | -7.91% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,893 | 2,586 | 0.03% | 0.03% | 173 | -472 | -2.21% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 21,077 | 2,570 | 0.01% | 0.01% | 174 | +881 | 4.36% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 21,019 | 2,566 | 0.0% | 0.01% | 175 | -16,287 | -43.66% | Q4 2025 | Jan 28, 2026 |
| Aviso Financial Inc. | History | Added to | 20,787 | 2,535 | 0.1% | 0.11% | 176 | +1,108 | 5.63% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 20,692 | 2,523 | 0.04% | 0.03% | 177 | +2,792 | 15.6% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 20,296 | 2,475 | 0.0% | 0.0% | 178 | +9,395 | 86.18% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 20,120 | 2,469 | 0.0% | — | 179 | +20,120 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 19,997 | 2,438 | 0.07% | 0.09% | 180 | -2,402 | -10.72% | Q4 2025 | Feb 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 19,940 | 2,431 | 0.12% | 0.12% | 181 | +444 | 2.28% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 19,736 | 2,407 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Holocene Advisors, LP | History | Reduced | 19,511 | 2,379 | 0.0% | 0.01% | 183 | -4,428 | -18.5% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,940 | 2,310 | 0.0% | 0.0% | 184 | +18,402 | 3420.45% | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 18,756 | 2,287 | 0.82% | 0.53% | 185 | +1,021 | 5.76% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 18,589 | 2,267 | 0.13% | 0.25% | 186 | -533 | -2.79% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 18,473 | 2,252 | 0.01% | 0.01% | 187 | -1,069 | -5.47% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,200 | 2,219 | 0.04% | 0.04% | 188 | -100 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 17,673 | 2,155 | 0.04% | 0.03% | 189 | +3,614 | 25.71% | Q4 2025 | Feb 17, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 17,502 | 2,135 | 0.26% | 0.3% | 190 | -39 | -0.22% | Q4 2025 | Jan 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 17,500 | 2,134 | 0.01% | 0.01% | 192 | +200 | 1.16% | Q4 2025 | Jan 28, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 17,500 | 2,134 | 0.42% | 0.46% | 191 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 17,102 | 2,085 | 0.01% | — | 193 | +17,102 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,842 | 2,030 | 0.0% | 0.0% | 194 | +254 | 1.53% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,421 | 2,002 | 0.01% | 0.01% | 195 | -487 | -2.88% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,807 | 1,929 | 0.0% | 0.0% | 196 | +3,376 | 27.16% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,510 | 1,891 | 0.01% | 0.01% | 197 | -200 | -1.27% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 14,946 | 1,822 | 0.0% | 0.01% | 198 | -26,381 | -63.83% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | Added to | 14,770 | 1,801 | 0.01% | 0.0% | 199 | +9,610 | 186.24% | Q4 2025 | Feb 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 14,767 | 1,800 | 0.02% | 0.05% | 200 | -11,621 | -44.04% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 14,681 | 1,790 | 0.02% | 0.03% | 201 | -4 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | New | 14,602 | 1,780 | 0.05% | — | 202 | +14,602 | New | Q4 2025 | Feb 13, 2026 |
| Fulcrum Asset Management LLP | History | Reduced | 14,471 | 1,776 | 0.49% | 0.55% | 203 | -429 | -2.88% | Q4 2025 | Feb 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 14,146 | 1,725 | 0.0% | 0.0% | 204 | -552 | -3.76% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,068 | 1,715 | 0.0% | 0.0% | 205 | +717 | 5.37% | Q4 2025 | Feb 06, 2026 |
| Oak Thistle LLC | History | Added to | 13,947 | 1,700 | 0.24% | 0.1% | 206 | +8,935 | 178.27% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 13,518 | 1,648 | 0.02% | 0.02% | 207 | -539 | -3.83% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 13,444 | 1,639 | 0.08% | 0.1% | 208 | -1,183 | -8.09% | Q4 2025 | Feb 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,300 | 1,622 | 0.05% | 0.06% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilton Capital Management, LLC | History | Added to | 13,193 | 1,609 | 0.12% | 0.13% | 210 | +1,263 | 10.59% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,107 | 1,598 | 0.02% | 0.02% | 211 | -200 | -1.5% | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | Added to | 12,811 | 1,562 | 0.04% | 0.02% | 212 | +10,426 | 437.15% | Q4 2025 | Feb 17, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | New | 12,538 | 1,529 | 1.6% | — | 213 | +12,538 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,349 | 1,506 | 0.0% | 0.0% | 214 | +4,817 | 63.95% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,113 | 1,477 | 0.0% | 0.0% | 215 | +2,168 | 21.8% | Q4 2025 | Feb 10, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 12,049 | 1,469 | 0.03% | 0.04% | 216 | +700 | 6.17% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 11,997 | 1,463 | 0.0% | 0.0% | 217 | +211 | 1.79% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,551 | 1,408 | 0.0% | 0.0% | 218 | +1,720 | 17.5% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 11,189 | 1,364 | 0.07% | — | 219 | +11,189 | New | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | New | 10,900 | 1,329 | 0.01% | — | 220 | +10,900 | New | Q4 2025 | Feb 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,833 | 1,321 | 0.0% | 0.0% | 221 | +6,960 | 179.71% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 10,838 | 1,321 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 10,781 | 1,315 | 0.0% | 0.0% | 223 | +5,457 | 102.5% | Q4 2025 | Jan 26, 2026 |
| Freestone Grove Partners LP | History | New | 10,753 | 1,311 | 0.01% | — | 225 | +10,753 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,747 | 1,311 | 0.0% | 0.0% | 224 | +9,126 | 562.99% | Q4 2025 | Feb 05, 2026 |
| Aurora Investment Counsel | History | New | 10,743 | 1,310 | 0.69% | — | 226 | +10,743 | New | Q4 2025 | Feb 13, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 10,521 | 1,283 | 0.11% | 0.13% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McCollum Christoferson Group LLC | History | No change | 10,420 | 1,270 | 0.37% | 0.4% | 228 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| South Dakota Investment Council | History | Reduced | 10,393 | 1,268 | 0.02% | 0.03% | 229 | -1,300 | -11.12% | Q4 2025 | Feb 12, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 10,360 | 1,263 | 0.02% | 0.02% | 230 | -2,017 | -16.3% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 10,276 | 1,253 | 0.0% | 0.0% | 232 | +8,179 | 390.03% | Q4 2025 | Jan 09, 2026 |
| ALBERT D MASON INC | History | Added to | 10,277 | 1,253 | 0.82% | 0.89% | 231 | +45 | 0.44% | Q4 2025 | Jan 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 10,009 | 1,220 | 0.12% | 0.14% | 233 | -338 | -3.27% | Q4 2025 | Jan 21, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,956 | 1,214 | 0.0% | 0.0% | 234 | +816 | 8.93% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,840 | 1,200 | 0.01% | 0.02% | 235 | -6,580 | -40.07% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 9,773 | 1,191 | 0.04% | 0.02% | 236 | +3,799 | 63.59% | Q4 2025 | Feb 10, 2026 |
| JB Capital LLC | History | New | 9,703 | 1,183 | 0.05% | — | 237 | +9,703 | New | Q4 2025 | Jan 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,642 | 1,175 | 0.01% | 0.03% | 238 | -7,353 | -43.27% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 9,476 | 1,161 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,493 | 1,157 | 0.01% | 0.01% | 240 | +2,455 | 34.88% | Q4 2025 | Jan 23, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 9,465 | 1,154 | 0.39% | 0.41% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,334 | 1,138 | 0.0% | 0.0% | 242 | +297 | 3.29% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,234 | 1,126 | 0.0% | 0.0% | 243 | +1,184 | 14.71% | Q4 2025 | Feb 18, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 9,138 | 1,114 | 0.41% | 0.44% | 244 | -78 | -0.85% | Q4 2025 | Feb 09, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 8,630 | 1,053 | 0.24% | 0.05% | 245 | +6,300 | 270.39% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Reduced | 8,518 | 1,038 | 0.02% | 0.03% | 246 | -3,547 | -29.4% | Q4 2025 | Feb 03, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 8,419 | 1,026 | 0.0% | 0.0% | 247 | -970 | -10.33% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,343 | 1,017 | 0.0% | 0.0% | 248 | +7,130 | 587.8% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 8,315 | 1,014 | 0.02% | — | 249 | +8,315 | New | Q4 2025 | Feb 13, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 8,185 | 998 | 0.11% | 0.11% | 250 | +1,049 | 14.7% | Q4 2025 | Jan 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 8,085 | 986 | 0.2% | — | 251 | +8,085 | New | Q4 2025 | Feb 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 8,066 | 983 | 0.05% | 0.05% | 252 | +354 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 8,053 | 982 | 0.0% | 0.01% | 253 | -12,255 | -60.35% | Q4 2025 | Jan 30, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 8,044 | 981 | 0.01% | 0.01% | 254 | -1,650 | -17.02% | Q4 2025 | Feb 09, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,847 | 957 | 0.0% | 0.0% | 255 | -3,718 | -32.15% | Q4 2025 | Feb 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,800 | 951 | 0.0% | — | 256 | +7,800 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,765 | 947 | 0.06% | 0.07% | 257 | -183 | -2.3% | Q4 2025 | Feb 03, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 7,761 | 946 | 0.23% | 0.27% | 258 | -309 | -3.83% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,459 | 909 | 0.03% | 0.01% | 259 | +4,029 | 117.46% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 7,398 | 902 | 0.08% | 0.08% | 260 | +1,498 | 25.39% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 7,260 | 885 | 0.01% | 0.01% | 261 | -1,263 | -14.82% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 7,155 | 872 | 0.0% | 0.0% | 262 | +2,615 | 57.6% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 7,088 | 864 | 0.2% | 0.15% | 263 | +2,619 | 58.6% | Q4 2025 | Jan 27, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 6,835 | 834 | 0.0% | — | 264 | +6,835 | New | Q4 2025 | Feb 19, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 6,794 | 828 | 0.01% | 0.01% | 265 | +971 | 16.68% | Q4 2025 | Jan 14, 2026 |
| Callan Family Office, LLC | History | New | 6,738 | 821 | 0.02% | — | 266 | +6,738 | New | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,669 | 813 | 0.0% | 0.0% | 267 | -6,861 | -50.71% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 6,637 | 809 | 0.05% | 0.28% | 268 | -10,774 | -61.88% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 6,335 | 772 | 0.01% | 0.01% | 269 | +562 | 9.73% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,278 | 765 | 0.0% | 0.01% | 270 | -5,657 | -47.4% | Q4 2025 | Feb 11, 2026 |
| Magnetar Financial LLC | History | New | 6,240 | 761 | 0.01% | — | 271 | +6,240 | New | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 6,064 | 739 | 0.02% | — | 272 | +6,064 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,989 | 730 | 0.0% | 0.0% | 273 | -1,628 | -21.37% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,761 | 702 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Townsend & Associates, Inc | History | No change | 5,400 | 675 | 0.06% | 0.07% | 275 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,497 | 670 | 0.01% | — | 276 | +5,497 | New | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Added to | 5,491 | 669 | 0.0% | 0.0% | 277 | +1,355 | 32.76% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,421 | 661 | 0.0% | 0.0% | 278 | -584 | -9.73% | Q4 2025 | Jan 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,420 | 661 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 5,407 | 659 | 0.04% | 0.03% | 280 | -5 | -0.09% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,220 | 636 | 0.0% | 0.0% | 281 | +784 | 17.67% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,192 | 633 | 0.01% | 0.01% | 282 | -620 | -10.67% | Q4 2025 | Feb 13, 2026 |
| Marble Wealth, LLC | History | New | 5,000 | 609 | 0.08% | — | 283 | +5,000 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,972 | 606 | 0.0% | — | 284 | +4,972 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 4,948 | 603 | 0.0% | — | 285 | +4,948 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,848 | 591 | 0.0% | 0.0% | 286 | -116 | -2.34% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,730 | 576 | 0.02% | 0.02% | 287 | -200 | -4.06% | Q4 2025 | Feb 04, 2026 |
| Diametric Capital, LP | History | New | 4,661 | 568 | 0.15% | — | 288 | +4,661 | New | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | Reduced | 4,543 | 554 | 0.03% | 0.06% | 289 | -2,937 | -39.26% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 4,516 | 550 | 0.0% | — | 290 | +4,516 | New | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 4,392 | 535 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advisor Resource Council | History | New | 4,254 | 531 | 0.19% | — | 293 | +4,254 | New | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,354 | 531 | 0.0% | 0.0% | 292 | -2,391 | -35.45% | Q4 2025 | Feb 13, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 4,338 | 529 | 0.07% | 0.08% | 294 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 4,282 | 522 | 0.13% | 0.16% | 295 | -731 | -14.58% | Q4 2025 | Jan 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,237 | 516 | 0.0% | 0.0% | 297 | +156 | 3.82% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | No change | 4,239 | 516 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Reduced | 4,230 | 515 | 0.01% | 0.09% | 298 | -52,171 | -92.5% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,163 | 507 | 0.0% | — | 299 | +4,163 | New | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,870 | 471 | 0.01% | 0.01% | 300 | -174 | -4.3% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | No change | 3,800 | 463 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,673 | 447 | 0.0% | 0.0% | 302 | +126 | 3.55% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,660 | 446 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,534 | 431 | 0.0% | 0.0% | 304 | +1,600 | 82.73% | Q4 2025 | Feb 11, 2026 |
| EntryPoint Capital, LLC | History | Added to | 3,504 | 427 | 0.17% | 0.1% | 305 | +1,596 | 83.65% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,494 | 426 | 0.01% | 0.01% | 306 | +134 | 3.99% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,430 | 418 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,413 | 416 | 0.03% | — | 308 | +3,413 | New | Q4 2025 | Jan 23, 2026 |
| NOVEM GROUP | History | New | 3,411 | 416 | 0.05% | — | 309 | +3,411 | New | Q4 2025 | Jan 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 3,305 | 403 | 0.0% | 0.0% | 310 | -8,960 | -73.05% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,251 | 396 | 0.01% | 0.01% | 311 | -672 | -17.13% | Q4 2025 | Feb 09, 2026 |
| Cannell & Spears LLC | History | No change | 3,227 | 393 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | Reduced | 3,144 | 383 | 0.23% | 0.3% | 313 | -730 | -18.84% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,085 | 376 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 3,062 | 373 | 0.02% | 0.02% | 315 | +5 | 0.16% | Q4 2025 | Jan 07, 2026 |
| WBI INVESTMENTS, LLC | History | New | 3,043 | 371 | 0.1% | — | 317 | +3,043 | New | Q4 2025 | Feb 13, 2026 |
| Boit C F David | History | No change | 3,000 | 371 | 0.16% | 0.18% | 316 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,974 | 362 | 0.0% | — | 318 | +2,974 | New | Q4 2025 | Feb 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,926 | 356 | 0.0% | 0.0% | 319 | +385 | 15.15% | Q4 2025 | Feb 12, 2026 |
| Erste Asset Management GmbH | History | Reduced | 2,872 | 353 | 0.0% | 0.04% | 320 | -29,189 | -91.04% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,856 | 348 | 0.03% | 0.02% | 321 | +659 | 30.0% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | New | 2,831 | 345 | 0.0% | — | 322 | +2,831 | New | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | Added to | 2,815 | 343 | 0.13% | 0.13% | 323 | +406 | 16.85% | Q4 2025 | Feb 12, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 2,805 | 342 | 0.06% | — | 324 | +2,805 | New | Q4 2025 | Jan 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,752 | 335 | 0.02% | 0.02% | 326 | +6 | 0.22% | Q4 2025 | Feb 02, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 2,750 | 335 | 0.06% | 0.07% | 325 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,727 | 332 | 0.0% | 0.01% | 327 | -397 | -12.71% | Q4 2025 | Feb 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,700 | 329 | 0.0% | 0.0% | 328 | +326 | 13.73% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 2,687 | 327 | 0.03% | 0.03% | 329 | +363 | 15.62% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 2,651 | 326 | 0.02% | — | 330 | +2,651 | New | Q4 2025 | Feb 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 2,666 | 325 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,590 | 315 | 0.01% | 0.01% | 332 | -261 | -9.15% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,555 | 311 | 0.0% | 0.0% | 333 | +794 | 45.09% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,495 | 304 | 0.0% | 0.0% | 334 | -92 | -3.56% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,483 | 302 | 0.0% | 0.0% | 335 | -19 | -0.76% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,472 | 301 | 0.0% | 0.0% | 336 | -1,216 | -32.97% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | Reduced | 2,465 | 300 | 0.01% | 0.01% | 337 | -590 | -19.31% | Q4 2025 | Feb 10, 2026 |
| Rockport Wealth LLC | History | No change | 2,436 | 297 | 0.06% | 0.07% | 338 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,379 | 290 | 0.02% | — | 339 | +2,379 | New | Q4 2025 | Feb 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,374 | 289 | 0.01% | 0.01% | 340 | +94 | 4.12% | Q4 2025 | Jan 08, 2026 |
| North Dakota State Investment Board | History | New | 2,325 | 283 | 0.01% | — | 341 | +2,325 | New | Q4 2025 | Feb 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 2,273 | 277 | 0.03% | — | 342 | +2,273 | New | Q4 2025 | Jan 09, 2026 |
| DRW Securities, LLC | History | Reduced | 2,261 | 275 | 0.01% | 0.01% | 343 | -400 | -15.03% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 2,212 | 269 | 0.0% | 0.0% | 344 | +333 | 17.72% | Q4 2025 | Feb 05, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 2,201 | 268 | 0.04% | — | 346 | +2,201 | New | Q4 2025 | Jan 26, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,198 | 268 | 0.01% | 0.01% | 345 | -184 | -7.72% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 2,159 | 263 | 0.01% | 0.0% | 347 | +1,815 | 527.62% | Q4 2025 | Jan 16, 2026 |
| State of Wyoming | History | Added to | 2,154 | 262 | 0.03% | 0.02% | 348 | +1,077 | 100.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | No change | 2,115 | 257 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 2,035 | 248 | 0.02% | 0.22% | 351 | -17,161 | -89.4% | Q4 2025 | Jan 02, 2026 |
| COMMERCE BANK | History | Reduced | 2,039 | 248 | 0.0% | 0.0% | 350 | -311 | -13.23% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,949 | 237 | 0.02% | 0.02% | 352 | +139 | 7.68% | Q4 2025 | Jan 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,925 | 234 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crumly & Associates Inc. | History | New | 1,913 | 233 | 0.05% | — | 354 | +1,913 | New | Q4 2025 | Jan 14, 2026 |
| KBC Group NV | History | No change | 1,885 | 230 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 1,880 | 229 | 0.02% | — | 356 | +1,880 | New | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,872 | 228 | 0.0% | 0.0% | 357 | -274 | -12.77% | Q4 2025 | Feb 18, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,824 | 222 | 0.0% | 0.33% | 358 | -280,925 | -99.35% | Q4 2025 | Feb 11, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 1,785 | 217 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Jain Global LLC | History | Reduced | 1,775 | 216 | 0.0% | 0.01% | 360 | -17,628 | -90.85% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 1,753 | 213 | 0.02% | 0.17% | 363 | -10,355 | -85.52% | Q4 2025 | Jan 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 1,748 | 213 | 0.02% | — | 361 | +1,748 | New | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 1,709 | 213 | 0.01% | — | 362 | +1,709 | New | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 1,593 | 212 | 0.03% | 0.05% | 364 | -536 | -25.18% | Q4 2025 | Jan 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,735 | 211 | 0.01% | — | 366 | +1,735 | New | Q4 2025 | Feb 13, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 1,735 | 211 | 0.04% | 0.04% | 365 | -230 | -11.7% | Q4 2025 | Feb 05, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,719 | 209 | 0.06% | 0.06% | 367 | +139 | 8.8% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | New | 1,671 | 203 | 0.0% | — | 368 | +1,671 | New | Q4 2025 | Jan 26, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,641 | 200 | 0.0% | — | 369 | +1,641 | New | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 1,567 | 191 | 0.0% | 0.0% | 370 | +3 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 1,499 | 182 | 0.06% | 0.08% | 371 | -312 | -17.23% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,439 | 176 | 0.0% | 0.0% | 372 | +1,031 | 252.7% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,341 | 164 | 0.0% | 0.0% | 373 | +426 | 46.56% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,303 | 158 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,289 | 157 | 0.02% | 0.01% | 375 | +787 | 156.77% | Q4 2025 | Feb 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 1,100 | 135 | 0.01% | — | 376 | +1,100 | New | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,000 | 121 | 0.1% | — | 378 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| STEPH & CO | History | Added to | 998 | 121 | 0.03% | 0.03% | 377 | +357 | 55.69% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 979 | 119 | 0.01% | 0.01% | 379 | -23 | -2.3% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 970 | 118 | 0.0% | 0.0% | 380 | +149 | 18.15% | Q4 2025 | Feb 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 920 | 114 | 0.0% | 0.0% | 381 | +520 | 130.0% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 891 | 108 | 0.01% | 0.0% | 382 | +683 | 328.37% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 850 | 103 | 0.01% | 0.0% | 383 | +759 | 834.07% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 843 | 102 | 0.0% | 0.0% | 384 | +692 | 458.28% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 800 | 98 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 766 | 93 | 0.01% | — | 386 | +766 | New | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 749 | 91 | 0.0% | 0.0% | 387 | +328 | 77.91% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 714 | 87 | 0.02% | 0.02% | 388 | -134 | -15.8% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 710 | 86 | 0.0% | 0.01% | 389 | -320 | -31.07% | Q4 2025 | Jan 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 700 | 85 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 677 | 82 | 0.0% | 0.0% | 391 | -821 | -54.81% | Q4 2025 | Feb 18, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 646 | 79 | 0.0% | — | 392 | +646 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 635 | 77 | 0.0% | 0.0% | 393 | -72 | -10.18% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Advisors | History | No change | 630 | 76 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 620 | 75 | 0.0% | 0.03% | 395 | -3,887 | -86.24% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 622 | 75 | 0.01% | — | 396 | +622 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 611 | 74 | 0.01% | 0.01% | 398 | +264 | 76.08% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 611 | 74 | 0.0% | 0.0% | 397 | -11 | -1.77% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 606 | 73 | 0.0% | 0.0% | 399 | -503 | -45.36% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 572 | 69 | 0.0% | 0.0% | 401 | -721 | -55.76% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 572 | 69 | 0.0% | 0.0% | 400 | -343 | -37.49% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 543 | 66 | 0.0% | 0.0% | 402 | +91 | 20.13% | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 500 | 60 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Leonteq Securities AG | History | Added to | 469 | 57 | 0.0% | 0.0% | 405 | +227 | 93.8% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 470 | 57 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 414 | 50 | 0.0% | 0.01% | 406 | +14 | 3.5% | Q4 2025 | Feb 23, 2026 |
| AlphaQuest LLC | History | Reduced | 401 | 48 | 0.0% | 0.14% | 408 | -15,629 | -97.5% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 48 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 369 | 45 | 0.0% | 0.0% | 410 | +118 | 47.01% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 373 | 45 | 0.0% | 0.0% | 409 | -46 | -10.98% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 360 | 44 | 0.0% | 0.0% | 411 | +100 | 38.46% | Q4 2025 | Jan 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 314 | 39 | 0.0% | — | 412 | +314 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | Reduced | 287 | 35 | 0.0% | 0.0% | 413 | -354 | -55.23% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 290 | 35 | 0.02% | — | 414 | +290 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 286 | 34 | 0.0% | 0.0% | 417 | -42 | -12.8% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 280 | 34 | 0.0% | 0.0% | 416 | +19 | 7.28% | Q4 2025 | Jan 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 280 | 34 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Piscataqua Savings Bank | History | No change | 253 | 30 | 0.02% | 0.03% | 418 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 202 | 24 | 0.0% | 0.0% | 419 | +141 | 231.15% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 192 | 22 | 0.0% | 0.01% | 421 | -5,298 | -96.5% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 187 | 22 | 0.01% | 0.01% | 422 | -52 | -21.76% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 187 | 22 | 0.0% | 0.0% | 420 | +18 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 175 | 21 | 0.02% | 0.01% | 423 | +105 | 150.0% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 170 | 20 | 0.0% | 0.01% | 425 | -728 | -81.07% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 164 | 20 | 0.0% | 0.0% | 424 | +73 | 80.22% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 141 | 17 | 0.0% | 0.0% | 426 | -117 | -45.35% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 137 | 16 | 0.0% | 0.0% | 427 | +12 | 9.6% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 131 | 15 | 0.0% | 0.0% | 428 | +4 | 3.15% | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Added to | 114 | 14 | 0.01% | 0.01% | 429 | +9 | 8.57% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 105 | 13 | 0.0% | 0.0% | 430 | +28 | 36.36% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 105 | 12 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 101 | 12 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 98 | 11 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | No change | 83 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 76 | 9 | 0.0% | — | 435 | +76 | New | Q4 2025 | Jan 21, 2026 |
| Global X Japan Co., Ltd. | History | New | 76 | 9 | 0.0% | — | 437 | +76 | New | Q4 2025 | Jan 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 79 | 9 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 68 | 8 | 0.0% | 0.0% | 438 | +13 | 23.64% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 64 | 7 | 0.0% | 0.0% | 439 | -37 | -36.63% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | Reduced | 63 | 7 | 0.0% | 0.0% | 440 | -24 | -27.59% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 51 | 6 | 0.0% | — | 445 | +51 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 50 | 6 | 0.0% | — | 441 | +50 | New | Q4 2025 | Jan 20, 2026 |
| MCF Advisors LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Your Advocates Ltd., LLP | History | No change | 50 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 44 | 5 | 0.0% | 0.0% | 447 | -576 | -92.9% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | New | 46 | 5 | 0.0% | — | 446 | +46 | New | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | New | 41 | 5 | 0.0% | — | 448 | +41 | New | Q4 2025 | Jan 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 44 | 5 | 0.0% | 0.0% | 449 | +36 | 450.0% | Q4 2025 | Jan 21, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 35 | 4 | 0.0% | — | 450 | +35 | New | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | New | 33 | 4 | 0.0% | — | 451 | +33 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 38 | 4 | 0.0% | 0.0% | 452 | +3 | 8.57% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 34 | 4 | 0.0% | 0.0% | 453 | +2 | 6.25% | Q4 2025 | Jan 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 34 | 4 | 0.0% | 0.0% | 454 | -1 | -2.86% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 30 | 3 | 0.0% | — | 459 | +25 | 500.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 28 | 3 | 0.0% | 0.0% | 458 | +9 | 47.37% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 28 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 30 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 462 | -153 | -89.47% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19 | 2 | 0.0% | 0.0% | 464 | -99 | -83.9% | Q4 2025 | Feb 24, 2026 |
| Elyxium Wealth, LLC | History | New | 20 | 2 | 0.0% | — | 466 | +20 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 18 | 2 | 0.0% | — | 465 | +18 | New | Q4 2025 | Feb 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 460 | -6 | -25.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 463 | -4 | -15.38% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 673 | 1 | 0.0% | — | 478 | +673 | New | Q4 2025 | Feb 25, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 475 | -50 | -81.97% | Q4 2025 | Jan 08, 2026 |
| Key Capital Management, INC | History | New | 16 | 1 | 0.0% | — | 479 | +16 | New | Q4 2025 | Jan 26, 2026 |
| Principia Wealth Advisory, LLC | History | New | 12 | 1 | 0.0% | — | 477 | +12 | New | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | New | 10 | 1 | 0.0% | — | 474 | +10 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | New | 9 | 1 | 0.0% | — | 468 | +9 | New | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 15 | 1 | 0.0% | — | 471 | +9 | 150.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 9 | 1 | 0.0% | — | 473 | +9 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 10 | 1 | 0.0% | — | 472 | +6 | 150.0% | Q4 2025 | Jan 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 476 | -1 | -7.69% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -604,321 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -204,949 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -192,315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Regents Gate Capital LLP | History | Closed out | 0 | 0 | — | 3.76% | — | -79,334 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -29,948 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,982 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.05% | — | -22,890 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,568 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -11,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -8,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.01% | — | -6,889 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,788 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -4,739 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -4,482 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,168 | -100.0% | Q3 2025 | Nov 13, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,088 | -100.0% | Q3 2025 | Oct 15, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.03% | — | -3,048 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SCRATCH CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,001 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,890 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,843 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,442 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,389 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,113 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,993 | -100.0% | Q3 2025 | Nov 13, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,881 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,874 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,868 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,835 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,798 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.03% | — | -1,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,750 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,729 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,684 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674 | -100.0% | Q3 2025 | Oct 10, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,613 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,597 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Asset Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,576 | -100.0% | Q3 2025 | Oct 23, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,572 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,537 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WELCH & FORBES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,510 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,510 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Radnor Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,100 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -610 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -269 | -100.0% | Q3 2025 | Nov 19, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -119 | -100.0% | Q3 2025 | Oct 08, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -19 | -90.48% | Q4 2025 | Jan 15, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 31, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Colonial Trust Advisors | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 09, 2026 |
| Bogart Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 12, 2026 |
| Cromwell Holdings LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -4 | -40.0% | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Seneschal Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |