AVISTA CORP - AVA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 14,701,313 | 566,588 | 0.01% | 0.01% | 1 | +580,777 | 4.11% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,933,633 | 421,382 | 0.01% | 0.01% | 2 | +98,220 | 0.91% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 5,305,266 | 204,464 | 0.01% | 0.01% | 3 | +45,696 | 0.87% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 2,616,743 | 100,849 | 0.82% | 0.76% | 4 | -189,448 | -6.75% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,985,944 | 76,549 | 0.0% | 0.0% | 5 | +7,793 | 0.39% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 1,807,397 | 69,657 | 0.0% | 0.0% | 6 | +257,834 | 16.64% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,511,205 | 58,242 | 0.01% | 0.01% | 7 | +4,506 | 0.3% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,202,065 | 46,327 | 0.01% | 0.01% | 8 | -26,945 | -2.19% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,137,236 | 43,829 | 0.01% | 0.0% | 9 | +582,742 | 105.09% | Q4 2025 | Mar 25, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,039,529 | 40,063 | 0.03% | 0.04% | 10 | -242,979 | -18.95% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 938,236 | 36,159 | 0.01% | 0.01% | 11 | -186,815 | -16.61% | Q4 2025 | Feb 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 864,319 | 33,310 | 0.1% | 0.11% | 12 | -57,822 | -6.27% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 864,074 | 33,301 | 0.01% | 0.01% | 13 | -219,998 | -20.29% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 792,021 | 30,524 | 0.0% | 0.0% | 14 | -40,082 | -4.82% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 715,831 | 27,588 | 0.02% | 0.02% | 15 | +34,383 | 5.05% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 598,928 | 23,083 | 0.36% | 0.23% | 16 | +232,228 | 63.33% | Q4 2025 | Feb 17, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 597,500 | 23,028 | 0.93% | 0.84% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 586,223 | 22,593 | 0.01% | 0.01% | 18 | +66,277 | 12.75% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 507,304 | 19,551 | 0.19% | 0.15% | 19 | +95,060 | 23.06% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | Reduced | 502,896 | 19,381 | 0.0% | 0.0% | 20 | -13,714 | -2.65% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 483,391 | 18,629 | 0.02% | 0.02% | 21 | +6,153 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 463,165 | 17,850 | 0.02% | 0.01% | 22 | +371,344 | 404.42% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 458,300 | 17,662 | 0.12% | — | 23 | +458,300 | New | Q4 2025 | Feb 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 453,648 | 17,483 | 0.03% | 0.03% | 24 | +23,279 | 5.41% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 451,535 | 17,402 | 0.02% | 0.01% | 25 | +287,744 | 175.68% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 442,631 | 17,058 | 0.0% | 0.0% | 26 | +22,582 | 5.38% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 440,055 | 16,959 | 0.0% | 0.0% | 27 | +36,123 | 8.94% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 400,601 | 15,439 | 0.0% | 0.0% | 28 | +52,312 | 15.02% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 373,756 | 14,404 | 0.02% | 0.01% | 29 | +90,243 | 31.83% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 363,425 | 14,006 | 0.0% | 0.0% | 30 | +358 | 0.1% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 352,220 | 13,574 | 0.01% | 0.0% | 31 | +274,827 | 355.11% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 351,132 | 13,532 | 0.0% | — | 32 | +351,132 | New | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 343,989 | 13,257 | 0.02% | 0.01% | 33 | +172,330 | 100.39% | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 343,306 | 13,231 | 0.01% | 0.02% | 34 | -99,121 | -22.4% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 330,782 | 12,748 | 0.0% | 0.0% | 35 | +130,463 | 65.13% | Q4 2025 | Feb 17, 2026 |
| NUANCE INVESTMENTS, LLC | History | Added to | 319,020 | 12,295 | 1.35% | 1.11% | 36 | +30,817 | 10.69% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 306,133 | 11,798 | 0.25% | 0.21% | 37 | +50,855 | 19.92% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 298,014 | 11,485 | 0.01% | 0.01% | 38 | +6,599 | 2.26% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 291,466 | 11,233 | 0.19% | 0.2% | 39 | -12,735 | -4.19% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 291,089 | 11,218 | 0.02% | 51.46% | 40 | -2,062 | -0.7% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 281,671 | 10,855 | 0.04% | 0.04% | 41 | -34,744 | -10.98% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 280,764 | 10,820 | 0.0% | 0.0% | 42 | +156,432 | 125.82% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 279,560 | 10,774 | 0.0% | 0.01% | 43 | -1,327,167 | -82.6% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 268,574 | 10,350 | 0.29% | — | 44 | +268,574 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 266,617 | 10,275 | 0.01% | 0.01% | 45 | +52,286 | 24.39% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 255,210 | 9,835 | 0.07% | — | 46 | +255,210 | New | Q4 2025 | Feb 11, 2026 |
| RWC Asset Management LLP | History | Reduced | 249,608 | 9,619 | 0.47% | 0.78% | 47 | -176,138 | -41.37% | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 249,538 | 9,617 | 0.04% | — | 48 | +249,538 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 244,422 | 9,420 | 0.0% | 0.0% | 49 | -111,613 | -31.35% | Q4 2025 | Feb 11, 2026 |
| Invenomic Capital Management LP | History | Added to | 235,920 | 9,092 | 0.42% | 0.34% | 50 | +50,410 | 27.17% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 229,485 | 8,844 | 0.01% | 0.01% | 51 | -23,266 | -9.21% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 227,572 | 8,770 | 0.0% | 0.0% | 52 | -13,517 | -5.61% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 221,301 | 8,528 | 0.0% | 0.01% | 53 | -180,122 | -44.87% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 219,298 | 8,452 | 0.02% | 0.01% | 54 | +120,498 | 121.96% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 216,715 | 8,352 | 0.01% | 0.0% | 55 | +203,315 | 1517.28% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 214,789 | 8,277 | 0.03% | 0.03% | 56 | +11,364 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Bruce & Co., Inc. | History | No change | 201,500 | 7,765 | 2.41% | 2.36% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 200,794 | 7,738 | 0.01% | 0.01% | 58 | -23,351 | -10.42% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 183,688 | 7,380 | 0.35% | — | 59 | +183,688 | New | Q4 2025 | Jan 21, 2026 |
| HRT FINANCIAL LP | History | Reduced | 188,127 | 7,250 | 0.02% | 0.03% | 60 | -7,822 | -3.99% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 185,532 | 7,150 | 0.01% | 0.0% | 61 | +162,300 | 698.61% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 183,224 | 7,061 | 0.0% | 0.0% | 62 | +34,989 | 23.6% | Q4 2025 | Feb 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 170,888 | 6,586 | 1.23% | 0.87% | 63 | +50,133 | 41.52% | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 168,791 | 6,505 | 0.01% | 0.01% | 64 | -15,029 | -8.18% | Q4 2025 | Feb 06, 2026 |
| Swiss National Bank | History | Added to | 160,000 | 6,166 | 0.0% | 0.0% | 65 | +3,800 | 2.43% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 152,668 | 5,883 | 0.03% | 0.03% | 66 | +836 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | New | 149,464 | 5,760 | 0.01% | — | 67 | +149,464 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 144,637 | 5,574 | 0.0% | 0.0% | 68 | -91,543 | -38.76% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 139,383 | 5,371 | 0.0% | 0.0% | 69 | +10,327 | 8.0% | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 136,614 | 5,265 | 0.24% | 0.08% | 70 | +77,759 | 132.12% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 133,664 | 5,151 | 0.16% | 0.14% | 71 | +10,096 | 8.17% | Q4 2025 | Jan 28, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 124,295 | 4,790 | 0.17% | 0.12% | 72 | +36,342 | 41.32% | Q4 2025 | Jan 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 122,668 | 4,727 | 0.12% | 0.12% | 73 | -73 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 121,084 | 4,666 | 0.04% | 0.07% | 74 | -63,667 | -34.46% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 120,060 | 4,627 | 0.0% | 0.0% | 75 | +36,420 | 43.54% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 117,104 | 4,513 | 0.01% | 0.01% | 76 | -680 | -0.58% | Q4 2025 | Jan 30, 2026 |
| CSM Advisors, LLC | History | Added to | 111,917 | 4,313 | 0.12% | 0.11% | 77 | +5,585 | 5.25% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 111,129 | 4,282 | 0.01% | 0.01% | 78 | -9,732 | -8.05% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 111,100 | 4,281 | 0.01% | 0.0% | 79 | +59,400 | 114.89% | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 106,431 | 4,101 | 0.09% | 0.15% | 80 | -65,469 | -38.09% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 105,316 | 4,058 | 0.01% | 0.01% | 81 | +46,183 | 78.1% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 104,915 | 4,043 | 0.19% | 0.22% | 82 | +28,876 | 37.98% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 103,167 | 3,976 | 0.05% | 0.01% | 83 | +73,571 | 248.58% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 95,653 | 3,686 | 0.0% | 0.0% | 84 | +4,427 | 4.85% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 94,908 | 3,657 | 0.0% | 0.0% | 85 | -197 | -0.21% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 87,542 | 3,373 | 0.0% | 0.01% | 86 | -16,962 | -16.23% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 87,031 | 3,355 | 0.0% | 0.0% | 87 | +3,067 | 3.65% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 85,142 | 3,281 | 0.14% | 0.2% | 88 | -38,725 | -31.26% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,502 | 3,218 | 0.0% | 0.0% | 89 | +1,108 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 81,880 | 3,155 | 0.01% | 0.02% | 90 | -30,343 | -27.04% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 81,412 | 3,137 | 0.0% | 0.0% | 91 | +77,298 | 1878.9% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 80,711 | 3,110 | 0.01% | 0.0% | 92 | +19,434 | 31.71% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 78,962 | 3,043 | 0.02% | 0.02% | 93 | -6,627 | -7.74% | Q4 2025 | Jan 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 77,346 | 2,980 | 0.0% | 0.01% | 94 | -177,721 | -69.68% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 77,221 | 2,976 | 0.03% | — | 95 | +77,221 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 76,893 | 2,963 | 0.0% | 0.0% | 96 | -1,825 | -2.32% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 75,596 | 2,913 | 0.01% | 0.0% | 97 | +2,542 | 3.48% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 74,778 | 2,881 | 0.04% | 0.04% | 98 | -19 | -0.03% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 73,183 | 2,820 | 0.24% | 0.03% | 99 | +62,265 | 570.3% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 72,868 | 2,808 | 0.0% | — | 100 | +72,868 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 72,662 | 2,800 | 0.06% | 0.06% | 101 | +4,735 | 6.97% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 71,721 | 2,764 | 0.01% | 0.01% | 102 | +6,112 | 9.32% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 69,912 | 2,694 | 0.0% | 0.0% | 103 | -185,377 | -72.61% | Q4 2025 | Feb 11, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 65,387 | 2,520 | 0.18% | 0.02% | 104 | +52,282 | 398.95% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 65,322 | 2,517 | 0.0% | 0.01% | 105 | -2,602 | -3.83% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 61,921 | 2,386 | 0.01% | 0.01% | 106 | -15,099 | -19.6% | Q4 2025 | Jan 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 59,195 | 2,281 | 0.03% | 0.03% | 107 | -3,297 | -5.28% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 58,690 | 2,261 | 0.0% | 0.0% | 108 | -52,003 | -46.98% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 58,182 | 2,242 | 0.02% | 0.02% | 109 | +3,376 | 6.16% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Reduced | 57,091 | 2,200 | 0.0% | 0.0% | 110 | -1,037 | -1.78% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 56,881 | 2,190 | 0.0% | 0.0% | 111 | +36,866 | 184.19% | Q4 2025 | Mar 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 54,761 | 2,110 | 0.01% | 0.01% | 113 | +12,909 | 30.84% | Q4 2025 | Feb 17, 2026 |
| Magellan Asset Management Ltd | History | Added to | 54,769 | 2,110 | 0.03% | 0.02% | 112 | +2,816 | 5.42% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 52,744 | 2,032 | 0.01% | 0.0% | 115 | +20,949 | 65.89% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 52,748 | 2,032 | 0.01% | 0.01% | 114 | -5,337 | -9.19% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 51,789 | 1,995 | 0.0% | 0.0% | 116 | -23,625 | -31.33% | Q4 2025 | Feb 10, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 48,900 | 1,884 | 0.34% | 0.33% | 117 | -1,200 | -2.4% | Q4 2025 | Jan 26, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 46,407 | 1,788 | 0.02% | 0.02% | 118 | +4,778 | 11.48% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 46,195 | 1,780 | 0.0% | 0.01% | 119 | -28,955 | -38.53% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 46,000 | 1,772 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 45,605 | 1,757 | 0.01% | 0.01% | 121 | -2,343 | -4.89% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 45,222 | 1,742 | 0.01% | 0.0% | 122 | -392 | -0.86% | Q4 2025 | Feb 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 44,390 | 1,710 | 1.11% | 1.12% | 123 | +785 | 1.8% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,352 | 1,709 | 0.0% | 0.0% | 124 | +8,242 | 22.82% | Q4 2025 | Feb 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 44,063 | 1,698 | 0.06% | 0.06% | 125 | -4,164 | -8.63% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 44,068 | 1,697 | 0.02% | 0.02% | 126 | +772 | 1.78% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | New | 43,491 | 1,676 | 0.0% | — | 127 | +43,491 | New | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 43,223 | 1,665 | 0.02% | 0.01% | 128 | -17,112 | -28.36% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 41,927 | 1,616 | 0.0% | 0.0% | 129 | +8,599 | 25.8% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 41,660 | 1,605 | 0.01% | 0.01% | 130 | +1,092 | 2.69% | Q4 2025 | Feb 10, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 40,871 | 1,575 | 0.36% | — | 131 | +40,871 | New | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 40,492 | 1,560 | 0.02% | 0.0% | 132 | +30,087 | 289.16% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | No change | 40,400 | 1,557 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 39,500 | 1,522 | 0.03% | 0.04% | 134 | -4,700 | -10.63% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,061 | 1,466 | 0.0% | 0.0% | 135 | -58 | -0.15% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 37,305 | 1,437 | 0.0% | — | 136 | +37,305 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 37,300 | 1,437 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pathstone Holdings, LLC | History | New | 36,201 | 1,395 | 0.01% | — | 138 | +36,201 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 35,430 | 1,365 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 35,382 | 1,364 | 0.03% | 0.03% | 140 | -3,400 | -8.77% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | Reduced | 34,924 | 1,345 | 0.0% | 0.01% | 141 | -20,039 | -36.46% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 34,134 | 1,315 | 0.5% | 0.56% | 142 | -455 | -1.32% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,816 | 1,303 | 0.0% | 0.0% | 143 | +21,616 | 177.18% | Q4 2025 | Feb 17, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 33,329 | 1,284 | 0.02% | 0.02% | 144 | +6,721 | 25.26% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 33,299 | 1,283 | 0.0% | 0.0% | 145 | -9,525 | -22.24% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 32,724 | 1,261 | 0.02% | 0.01% | 146 | +17,043 | 108.69% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,690 | 1,259 | 0.0% | 0.0% | 147 | -11,251 | -25.6% | Q4 2025 | Feb 17, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 32,195 | 1,240 | 0.25% | 0.27% | 148 | +38 | 0.12% | Q4 2025 | Feb 05, 2026 |
| ALPS ADVISORS INC | History | Reduced | 32,173 | 1,239 | 0.01% | 0.01% | 149 | -2,092 | -6.11% | Q4 2025 | Feb 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 31,997 | 1,233 | 0.04% | 0.09% | 150 | -38,821 | -54.82% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 29,718 | 1,227 | 0.0% | 0.0% | 151 | -56 | -0.19% | Q4 2025 | Feb 18, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 31,501 | 1,213 | 0.0% | 0.0% | 152 | +24,410 | 344.24% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 31,439 | 1,212 | 0.0% | 0.0% | 153 | +2,197 | 7.51% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 31,412 | 1,210 | 0.0% | 0.0% | 154 | -7,894 | -20.08% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 30,846 | 1,188 | 0.04% | — | 155 | +30,846 | New | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 30,562 | 1,177 | 0.0% | 0.0% | 156 | +10,049 | 48.99% | Q4 2025 | Feb 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 29,900 | 1,152 | 0.09% | 0.08% | 157 | +2,225 | 8.04% | Q4 2025 | Feb 04, 2026 |
| Versor Investments LP | History | New | 29,747 | 1,146 | 0.18% | — | 158 | +29,747 | New | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 29,408 | 1,133 | 0.01% | — | 159 | +29,408 | New | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 28,950 | 1,115 | 0.01% | 0.01% | 160 | -7,050 | -19.58% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 28,188 | 1,086 | 0.02% | — | 161 | +28,188 | New | Q4 2025 | Jan 16, 2026 |
| Voleon Capital Management LP | History | New | 27,940 | 1,076 | 0.02% | — | 162 | +27,940 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 27,587 | 1,063 | 0.06% | 0.08% | 163 | -6,341 | -18.69% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 27,123 | 1,045 | 0.0% | 0.01% | 164 | -21,730 | -44.48% | Q4 2025 | Jan 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 27,082 | 1,043 | 0.01% | 0.01% | 165 | -4,702 | -14.79% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 26,740 | 1,031 | 0.0% | 0.0% | 167 | +5,858 | 28.05% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 26,754 | 1,031 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,341 | 1,015 | 0.0% | 0.0% | 168 | -24 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 25,230 | 972 | 0.0% | 0.0% | 169 | +6,410 | 34.06% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 24,932 | 960 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,492 | 944 | 0.0% | 0.0% | 171 | +2,133 | 9.54% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,173 | 931 | 0.0% | 0.0% | 172 | +4,729 | 24.32% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 23,740 | 914 | 0.09% | 0.02% | 174 | +17,421 | 275.69% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 23,723 | 914 | 0.01% | 0.01% | 173 | +1,799 | 8.21% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,575 | 909 | 0.01% | 0.01% | 175 | -115 | -0.49% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | New | 23,134 | 891 | 0.02% | — | 176 | +23,134 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,922 | 878 | 0.01% | 0.01% | 177 | -3,072 | -12.29% | Q4 2025 | Jan 21, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 22,684 | 874 | 0.2% | — | 178 | +22,684 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 22,644 | 872 | 0.0% | 0.0% | 179 | -1,195 | -5.01% | Q4 2025 | Jan 28, 2026 |
| HENNESSY ADVISORS INC | History | No change | 22,272 | 858 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,222 | 856 | 0.01% | 0.01% | 181 | -527 | -2.32% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 21,826 | 841 | 0.07% | 0.06% | 182 | +2,127 | 10.8% | Q4 2025 | Jan 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,482 | 827 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 21,258 | 821 | 0.0% | 0.0% | 184 | +15,885 | 295.64% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 21,087 | 812 | 0.0% | 0.0% | 185 | -6,021 | -22.21% | Q4 2025 | Jan 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 21,027 | 810 | 0.01% | 0.01% | 186 | -4,124 | -16.4% | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | New | 20,710 | 798 | 0.1% | — | 187 | +20,710 | New | Q4 2025 | Jan 16, 2026 |
| BURNEY CO/ | History | New | 20,651 | 795 | 0.02% | — | 188 | +20,651 | New | Q4 2025 | Jan 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 20,113 | 775 | 0.01% | 0.01% | 189 | -2,113 | -9.51% | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,399 | 751 | 0.0% | 0.0% | 190 | +1,723 | 9.75% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Reduced | 19,176 | 739 | 0.01% | 0.02% | 191 | -123 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 18,735 | 722 | 0.01% | 0.01% | 192 | -874 | -4.46% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 18,621 | 717 | 0.01% | 0.01% | 193 | +300 | 1.64% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,995 | 694 | 0.0% | 0.0% | 194 | -355 | -1.93% | Q4 2025 | Feb 11, 2026 |
| BAILARD, INC. | History | No change | 17,800 | 686 | 0.02% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 17,783 | 685 | 0.02% | 0.02% | 196 | -10,080 | -36.18% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 17,790 | 685 | 0.01% | 0.01% | 197 | +3,205 | 21.97% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 16,970 | 654 | 0.07% | 0.06% | 198 | +1,923 | 12.78% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 16,855 | 649 | 0.0% | 0.0% | 199 | +10,757 | 176.4% | Q4 2025 | Feb 13, 2026 |
| Aventail Capital Group, LP | History | Reduced | 16,673 | 642 | 0.04% | 0.28% | 200 | -144,030 | -89.62% | Q4 2025 | Feb 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 15,999 | 616 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 15,928 | 613 | 0.07% | — | 202 | +15,928 | New | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,797 | 608 | 0.0% | 0.0% | 203 | +605 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 15,364 | 592 | 0.0% | 0.0% | 204 | -1,092 | -6.64% | Q4 2025 | Jan 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 14,426 | 555 | 0.01% | 0.01% | 205 | +2,862 | 24.75% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 14,400 | 554 | 0.0% | — | 206 | +14,400 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 14,185 | 546 | 0.0% | 0.0% | 207 | -57 | -0.4% | Q4 2025 | Jan 30, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 13,758 | 530 | 0.02% | 0.03% | 208 | -1,062 | -7.17% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,647 | 525 | 0.0% | 0.0% | 209 | +133 | 0.98% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 13,578 | 523 | 0.0% | 0.0% | 210 | +1,256 | 10.19% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,338 | 514 | 0.0% | 0.0% | 211 | -138 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 12,811 | 493 | 0.01% | 0.01% | 212 | +3,722 | 40.95% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,653 | 487 | 0.0% | 0.0% | 213 | +7,244 | 133.92% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,618 | 486 | 0.0% | 0.0% | 214 | -118 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 12,512 | 482 | 0.02% | 0.02% | 215 | +1,463 | 13.24% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,862 | 457 | 0.0% | 0.0% | 216 | +4,392 | 58.8% | Q4 2025 | Feb 18, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 11,856 | 456 | 0.01% | 0.01% | 217 | +118 | 1.01% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 11,554 | 445 | 0.07% | 0.04% | 218 | +4,338 | 60.12% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 11,494 | 442 | 0.0% | 0.0% | 219 | +3,001 | 35.33% | Q4 2025 | Jan 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 11,272 | 434 | 0.1% | — | 220 | +11,272 | New | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,875 | 419 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 10,694 | 412 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,217 | 393 | 0.0% | 0.0% | 223 | -1,705 | -14.3% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,182 | 392 | 0.02% | 0.02% | 224 | +251 | 2.53% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,158 | 391 | 0.0% | 0.0% | 225 | +857 | 9.21% | Q4 2025 | Feb 05, 2026 |
| Summit Global Investments | History | Added to | 10,001 | 385 | 0.02% | 0.02% | 226 | +68 | 0.68% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | New | 9,900 | 381 | 0.01% | — | 227 | +9,900 | New | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,860 | 380 | 0.0% | 0.0% | 228 | +3,038 | 44.53% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | New | 9,633 | 371 | 0.01% | — | 229 | +9,633 | New | Q4 2025 | Feb 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,624 | 370 | 0.0% | 0.0% | 230 | +2,428 | 33.74% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 9,468 | 364 | 0.15% | 2.68% | 231 | -5,323 | -35.99% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,470 | 364 | 0.0% | 0.0% | 232 | +859 | 9.98% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 9,300 | 358 | 0.0% | 0.0% | 233 | +214 | 2.36% | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | Added to | 9,095 | 350 | 0.18% | 0.16% | 234 | +1,755 | 23.91% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,964 | 345 | 0.01% | 0.01% | 235 | -93 | -1.03% | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,905 | 343 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| denkapparat Operations GmbH | History | No change | 8,850 | 341 | 0.19% | 0.21% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 8,833 | 340 | 0.01% | — | 238 | +8,833 | New | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Added to | 8,741 | 336 | 0.02% | 0.02% | 239 | +588 | 7.21% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,643 | 333 | 0.0% | 0.0% | 240 | +1,633 | 23.3% | Q4 2025 | Feb 03, 2026 |
| Odyssean, LLC | History | New | 8,502 | 327 | 0.23% | — | 242 | +8,502 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8,546 | 327 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 8,396 | 323 | 0.05% | 0.05% | 243 | +1,510 | 21.93% | Q4 2025 | Jan 22, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,356 | 322 | 0.01% | 0.01% | 244 | +34 | 0.41% | Q4 2025 | Jan 22, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 8,356 | 322 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,116 | 316 | 0.0% | 0.0% | 246 | +2,159 | 36.24% | Q4 2025 | Jan 08, 2026 |
| Avant Financial Advisors LLC | History | No change | 8,099 | 312 | 0.22% | 0.23% | 247 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,828 | 302 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 7,828 | 301 | 0.0% | — | 250 | +7,828 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 7,941 | 301 | 0.0% | 0.0% | 249 | +251 | 3.26% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | New | 7,406 | 285 | 0.0% | — | 251 | +7,406 | New | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,322 | 282 | 0.0% | 0.0% | 252 | -8,640 | -54.13% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 7,315 | 281 | 0.0% | — | 253 | +7,315 | New | Q4 2025 | Mar 12, 2026 |
| Atria Investments, Inc | History | New | 7,274 | 280 | 0.0% | — | 254 | +7,274 | New | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,242 | 279 | 0.01% | 0.04% | 256 | -32,297 | -81.68% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Reduced | 7,243 | 279 | 0.01% | 0.01% | 255 | -8,286 | -53.36% | Q4 2025 | Feb 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,155 | 275 | 0.01% | 0.01% | 257 | -9,202 | -56.26% | Q4 2025 | Feb 18, 2026 |
| PROFUND ADVISORS LLC | History | New | 6,986 | 269 | 0.01% | — | 258 | +6,986 | New | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,952 | 267 | 0.0% | 0.0% | 259 | +1,357 | 24.25% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,732 | 259 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 6,692 | 257 | 0.18% | 0.17% | 261 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,458 | 248 | 0.0% | 0.0% | 262 | -439 | -6.37% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 6,416 | 247 | 0.0% | 0.0% | 263 | +126 | 2.0% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 6,400 | 246 | 0.0% | 0.0% | 264 | +3,200 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Asset Management One Co., Ltd. | History | New | 6,286 | 242 | 0.0% | — | 265 | +6,286 | New | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,290 | 242 | 0.01% | 0.01% | 266 | +550 | 9.58% | Q4 2025 | Jan 27, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 6,225 | 239 | 0.01% | 0.01% | 267 | -240 | -3.71% | Q4 2025 | Jan 23, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,089 | 234 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,876 | 226 | 0.0% | 0.0% | 269 | -19 | -0.32% | Q4 2025 | Feb 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 5,600 | 215 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,578 | 214 | 0.05% | 0.0% | 271 | +5,404 | 3105.75% | Q4 2025 | Mar 03, 2026 |
| Longboard Asset Management, LP | History | No change | 5,506 | 212 | 1.35% | 0.34% | 272 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,479 | 211 | 0.0% | 0.0% | 273 | -1,900 | -25.75% | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,385 | 207 | 0.0% | — | 274 | +5,385 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 5,384 | 207 | 0.0% | — | 275 | +5,384 | New | Q4 2025 | Mar 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 5,365 | 206 | 0.0% | — | 277 | +5,365 | New | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | No change | 5,357 | 206 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Safeguard Investment Advisory Group, LLC | History | New | 5,227 | 201 | 0.05% | — | 279 | +5,227 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,228 | 201 | 0.0% | 0.0% | 278 | -2,316 | -30.7% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Added to | 5,053 | 194 | 0.01% | 0.0% | 280 | +3,927 | 348.76% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 4,905 | 189 | 0.1% | — | 281 | +4,905 | New | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,729 | 182 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Neo Ivy Capital Management | History | New | 4,675 | 180 | 0.03% | — | 283 | +4,675 | New | Q4 2025 | Feb 13, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 4,538 | 174 | 0.03% | 0.03% | 284 | -290 | -6.01% | Q4 2025 | Jan 27, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,317 | 166 | 0.0% | 0.0% | 285 | -2,600 | -37.59% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,128 | 159 | 0.0% | 0.0% | 286 | +128 | 3.2% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,991 | 153 | 0.0% | 0.0% | 287 | +847 | 26.94% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,705 | 142 | 0.0% | 0.0% | 288 | +1,029 | 38.45% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 3,577 | 137 | 0.02% | 0.02% | 289 | -1,759 | -32.96% | Q4 2025 | Feb 11, 2026 |
| CDKV HOLDINGS LLC | History | New | 3,498 | 134 | 0.11% | — | 290 | +3,498 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,364 | 129 | 0.0% | 0.0% | 291 | -317 | -8.61% | Q4 2025 | Mar 16, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 3,315 | 128 | 0.0% | — | 292 | +3,315 | New | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,854 | 109 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,673 | 103 | 0.02% | — | 294 | +2,673 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,650 | 102 | 0.0% | 0.0% | 295 | -315 | -10.62% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,596 | 100 | 0.0% | 0.0% | 296 | +1,351 | 108.51% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 2,538 | 98 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,405 | 92 | 0.01% | — | 299 | +2,405 | New | Q4 2025 | Feb 13, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 2,388 | 92 | 0.0% | — | 298 | +2,388 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,279 | 87 | 0.0% | 0.0% | 300 | +283 | 14.18% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,128 | 82 | 0.0% | 0.0% | 301 | +438 | 25.92% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 2,020 | 77 | 0.0% | — | 302 | +2,020 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,945 | 74 | 0.0% | 0.0% | 303 | +176 | 9.95% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,747 | 67 | 0.0% | 0.0% | 304 | +1,103 | 171.27% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,525 | 58 | 0.0% | 0.0% | 305 | +75 | 5.17% | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,482 | 57 | 0.02% | — | 307 | +1,482 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,500 | 57 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,439 | 55 | 0.0% | 0.0% | 308 | +1,239 | 619.5% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,379 | 53 | 0.01% | 0.01% | 309 | -19 | -1.36% | Q4 2025 | Jan 08, 2026 |
| Costello Asset Management, INC | History | Added to | 1,250 | 48 | 0.02% | 0.02% | 310 | +2 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 1,180 | 45 | 0.0% | 0.0% | 311 | +126 | 11.95% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,159 | 44 | 0.0% | 0.0% | 312 | +233 | 25.16% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,100 | 42 | 0.0% | 0.0% | 313 | -2,500 | -69.44% | Q4 2025 | Feb 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 38 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 967 | 37 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 900 | 34 | 0.03% | — | 317 | +900 | New | Q4 2025 | Mar 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 900 | 34 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 863 | 33 | 0.0% | 0.0% | 318 | +219 | 34.01% | Q4 2025 | Feb 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 800 | 30 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 769 | 29 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | No change | 768 | 29 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quarry LP | History | Reduced | 741 | 28 | 0.0% | 0.01% | 322 | -591 | -44.37% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 708 | 27 | 0.0% | 0.0% | 323 | +66 | 10.28% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 670 | 25 | 0.0% | 0.0% | 324 | -22 | -3.18% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 637 | 24 | 0.0% | 0.0% | 325 | +303 | 90.72% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 642 | 24 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WealthCollab, LLC | History | No change | 626 | 24 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 602 | 23 | 0.0% | 0.0% | 329 | +84 | 16.22% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 600 | 23 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilltop National Bank | History | No change | 600 | 23 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 560 | 21 | 0.0% | 0.0% | 331 | +118 | 26.7% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 544 | 20 | 0.0% | 0.0% | 332 | +36 | 7.09% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 501 | 19 | 0.0% | 0.0% | 333 | -6,270 | -92.6% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 478 | 18 | 0.0% | 0.0% | 335 | +286 | 148.96% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | Added to | 406 | 15 | 0.0% | 0.0% | 338 | +350 | 625.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 400 | 15 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 378 | 14 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 326 | 13 | 0.0% | 0.0% | 341 | +17 | 5.5% | Q4 2025 | Jan 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 327 | 12 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Reduced | 258 | 9 | 0.0% | 0.0% | 343 | -119 | -31.56% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 222 | 8 | 0.0% | — | 345 | +222 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 215 | 8 | 0.0% | 0.0% | 344 | +73 | 51.41% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 190 | 7 | 0.01% | — | 349 | +190 | New | Q4 2025 | Mar 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 189 | 7 | 0.0% | — | 347 | +189 | New | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 183 | 7 | 0.0% | 0.0% | 348 | +106 | 137.66% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 193 | 7 | 0.0% | 0.0% | 346 | -100 | -34.13% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 162 | 6 | 0.0% | 0.0% | 353 | +128 | 376.47% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 175 | 6 | 0.0% | 0.0% | 351 | +83 | 90.22% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 162 | 6 | 0.0% | 0.0% | 350 | +62 | 62.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 134 | 5 | 0.0% | — | 357 | +134 | New | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 132 | 5 | 0.0% | 0.0% | 355 | +9 | 7.32% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 120 | 5 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | No change | 133 | 5 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 122 | 4 | 0.0% | 0.0% | 360 | +33 | 37.08% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 109 | 4 | 0.0% | 0.0% | 358 | +17 | 18.48% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 115 | 4 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 91 | 3 | 0.0% | 0.0% | 362 | -106 | -53.81% | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 100 | 3 | 0.0% | — | 364 | +100 | New | Q4 2025 | Jan 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 87 | 3 | 0.0% | — | 361 | +87 | New | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 102 | 3 | 0.0% | 0.0% | 366 | +2 | 2.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 88 | 3 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CGC Financial Services, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 368 | +16 | 42.11% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 62 | 2 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 42 | 1 | 0.0% | — | 376 | +42 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 41 | 1 | 0.0% | — | 377 | +41 | New | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 29 | 1 | 0.0% | — | 378 | +29 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 29 | 1 | 0.0% | — | 379 | +29 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 39 | 1 | 0.0% | 0.0% | 373 | -8 | -17.02% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 49 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 46 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Caitlin John, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -143,956 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -93,605 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -80,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,455 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -37,878 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -29,582 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,579 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,177 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Inspire Investing, LLC | History | Reduced | 14 | 0 | — | 0.05% | — | -13,156 | -99.89% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -11,757 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,511 | -100.0% | Q3 2025 | Nov 17, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,677 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,469 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Trust, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -1,503 | -99.34% | Q4 2025 | Jan 16, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,478 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | 0.01% | — | -256 | -98.08% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westside Investment Management, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 23, 2026 |
| Ankerstar Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 17 | 0 | — | — | — | -7 | -29.17% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FINANCIAL CONSULATE, INC | History | Added to | 15 | 0 | — | — | — | +3 | 25.0% | Q4 2025 | Jan 22, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Torren Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Manchester Capital Management LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Graney & King, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |