AMERICAN STATES WATER CO - AWR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 50 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 | 6,969,137 | 505,123 | 0.01% | 0.01% | 1 | +144,877 | 2.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,975,947 | 360,656 | 0.01% | 0.01% | 2 | +118,702 | 2.44% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,524,297 | 182,961 | 0.14% | 0.13% | 3 | +114,379 | 4.75% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,023,621 | 146,672 | 0.0% | 0.01% | 4 | -44,688 | -2.16% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,347,240 | 97,648 | 0.01% | 0.0% | 5 | +758,452 | 128.82% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 907,840 | 65,810 | 0.0% | 0.0% | 6 | +2,812 | 0.31% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 819,196 | 59,375 | 0.04% | 0.05% | 7 | -45,512 | -5.26% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 739,848 | 53,625 | 0.01% | 0.01% | 8 | +5,898 | 0.8% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 738,039 | 53,494 | 0.05% | 0.04% | 9 | +164,559 | 28.69% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 650,286 | 47,132 | 0.01% | 0.01% | 10 | +72,253 | 12.5% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 462,887 | 33,550 | 0.01% | 0.01% | 11 | +20,510 | 4.64% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 460,050 | 33,344 | 0.04% | 0.06% | 12 | +147,488 | 47.19% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 456,804 | 33,109 | 0.0% | 0.01% | 13 | -92,182 | -16.79% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 409,638 | 29,690 | 0.02% | 0.01% | 14 | +112,131 | 37.69% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 334,841 | 24,269 | 0.0% | 0.01% | 15 | -46,311 | -12.15% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 262,692 | 19,039 | 0.0% | 0.0% | 16 | -60,490 | -18.72% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 250,206 | 18,134 | 0.0% | 0.0% | 17 | +48,017 | 23.75% | Q4 2025 | Mar 25, 2026 |
| Legal & General Group Plc | History | Reduced | 244,441 | 17,717 | 0.0% | 0.0% | 18 | -4,964 | -1.99% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 233,567 | 16,928 | 0.01% | 0.01% | 19 | +32,188 | 15.98% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 232,822 | 16,874 | 0.0% | 0.0% | 20 | +24,491 | 11.76% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 189,387 | 13,726 | 0.29% | 0.22% | 21 | +55,133 | 41.07% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 184,913 | 13,402 | 0.01% | 0.03% | 22 | -535,853 | -74.34% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 170,551 | 12,361 | 0.0% | 0.0% | 23 | +4,420 | 2.66% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 167,531 | 12,142 | 0.0% | 0.0% | 24 | +2,202 | 1.33% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 162,934 | 11,809 | 0.04% | 0.03% | 25 | +42,836 | 35.67% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 153,931 | 11,156 | 0.02% | 0.0% | 26 | +132,929 | 632.93% | Q4 2025 | Jan 27, 2026 |
| Perpetual Ltd | History | Reduced | 150,034 | 10,874 | 0.16% | 0.14% | 27 | -4,348 | -2.82% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 149,112 | 10,807 | 0.0% | 0.0% | 28 | +5,709 | 3.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 140,669 | 10,195 | 0.0% | 0.0% | 29 | -19,591 | -12.22% | Q4 2025 | Jan 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 134,025 | 9,714 | 0.03% | 0.04% | 30 | -16,181 | -10.77% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 130,791 | 9,479 | 0.08% | 0.05% | 31 | +62,568 | 91.71% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 127,218 | 9,220 | 0.0% | 0.0% | 32 | +31,547 | 32.97% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 118,528 | 8,590 | 0.01% | 0.01% | 33 | -13,493 | -10.22% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 113,154 | 8,201 | 0.0% | 0.0% | 34 | -589 | -0.52% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 108,748 | 7,882 | 0.0% | 0.01% | 35 | -55,794 | -33.91% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 105,556 | 7,650 | 0.0% | 0.0% | 36 | +47,677 | 82.37% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 98,683 | 7,152 | 0.01% | 0.01% | 37 | -75,678 | -43.4% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 96,169 | 6,970 | 0.04% | 0.04% | 38 | +2,349 | 2.5% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 92,986 | 6,739 | 0.01% | 0.01% | 39 | -1,658 | -1.75% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 91,435 | 6,627 | 0.0% | 0.0% | 40 | +6,004 | 7.03% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 90,517 | 6,560 | 0.0% | 0.0% | 41 | +11,810 | 15.01% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 87,651 | 6,352 | 0.01% | 0.01% | 42 | +27,422 | 45.53% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 79,583 | 5,768 | 0.03% | 0.03% | 43 | -223 | -0.28% | Q4 2025 | Feb 10, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | New | 78,500 | 5,689 | 0.43% | — | 44 | +78,500 | New | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 76,000 | 5,508 | 0.0% | 0.0% | 45 | +1,300 | 1.74% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 73,804 | 5,349 | 0.0% | 0.0% | 46 | +14,496 | 24.44% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 72,218 | 5,234 | 0.04% | — | 47 | +72,218 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 70,066 | 5,080 | 0.01% | 0.01% | 48 | -12,782 | -15.43% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 65,341 | 4,735 | 0.02% | — | 49 | +65,341 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 64,655 | 4,686 | 0.01% | 0.01% | 50 | +3,696 | 6.06% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 60,309 | 4,371 | 0.23% | 0.23% | 51 | +3,230 | 5.66% | Q4 2025 | Feb 05, 2026 |
| EULAV Asset Management | History | No change | 59,900 | 4,341 | 0.12% | 0.1% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Reduced | 57,148 | 4,142 | 0.01% | 0.01% | 53 | -126 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 56,885 | 4,123 | 0.2% | 0.21% | 54 | -2,355 | -3.98% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,760 | 3,896 | 0.01% | 0.01% | 55 | +13,272 | 32.78% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 52,783 | 3,825 | 0.0% | 0.0% | 56 | +32,369 | 158.56% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 51,444 | 3,728 | 0.0% | 0.0% | 57 | -3,401 | -6.2% | Q4 2025 | Feb 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 50,145 | 3,635 | 0.0% | 0.0% | 58 | +4,911 | 10.86% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 49,956 | 3,620 | 0.01% | 0.01% | 59 | +5,884 | 13.35% | Q4 2025 | Feb 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 46,405 | 3,363 | 0.09% | 0.07% | 60 | +7,614 | 19.63% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 45,839 | 3,322 | 0.0% | 0.01% | 61 | +21,335 | 87.07% | Q4 2025 | Jan 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 45,700 | 3,312 | 0.01% | 0.01% | 62 | -71,700 | -61.07% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 45,500 | 3,297 | 0.02% | — | 63 | +45,500 | New | Q4 2025 | Feb 05, 2026 |
| Allianz Asset Management GmbH | History | No change | 44,826 | 3,248 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 44,800 | 3,247 | 0.0% | 0.0% | 65 | -2,400 | -5.08% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 43,672 | 3,165 | 0.04% | 0.03% | 66 | +9,286 | 27.01% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 43,348 | 3,141 | 0.0% | — | 68 | +43,348 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 43,330 | 3,141 | 0.0% | 0.0% | 67 | +43,192 | 31298.55% | Q4 2025 | Feb 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,898 | 3,036 | 0.0% | 0.0% | 69 | +84 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 41,807 | 3,030 | 0.06% | 0.06% | 70 | +574 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 40,535 | 2,937 | 0.01% | 0.01% | 71 | +18,251 | 81.9% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,434 | 2,930 | 0.0% | 0.0% | 72 | -2,582 | -6.0% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 39,250 | 2,845 | 0.04% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 38,695 | 2,806 | 0.0% | 0.0% | 74 | +10,705 | 38.25% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,586 | 2,796 | 0.0% | 0.0% | 75 | -90,924 | -70.21% | Q4 2025 | Feb 12, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 37,033 | 2,684 | 0.48% | 0.52% | 76 | -193 | -0.52% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,996 | 2,608 | 0.0% | 0.0% | 77 | -39 | -0.11% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 33,597 | 2,435 | 0.0% | 0.0% | 78 | -154,352 | -82.12% | Q4 2025 | Feb 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 32,829 | 2,379 | 0.09% | — | 79 | +32,829 | New | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 32,512 | 2,356 | 0.02% | 0.02% | 80 | -384 | -1.17% | Q4 2025 | Jan 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 32,367 | 2,345 | 0.0% | 0.0% | 81 | -8,974 | -21.71% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 31,066 | 2,251 | 0.0% | 0.0% | 82 | -2,670 | -7.91% | Q4 2025 | Feb 11, 2026 |
| Magellan Asset Management Ltd | History | Added to | 30,571 | 2,215 | 0.03% | 0.03% | 83 | +1,767 | 6.13% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 29,807 | 2,160 | 0.01% | 0.01% | 84 | +1,286 | 4.51% | Q4 2025 | Jan 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 29,451 | 2,134 | 0.16% | 0.17% | 85 | -2,606 | -8.13% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 28,980 | 2,100 | 0.0% | 0.0% | 86 | -6,251 | -17.74% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 28,797 | 2,087 | 0.05% | 0.04% | 87 | +4,673 | 19.37% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 27,499 | 1,993 | 0.0% | 0.0% | 88 | +3,923 | 16.64% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 27,456 | 1,990 | 0.01% | 0.01% | 89 | +3,536 | 14.78% | Q4 2025 | Jan 26, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 26,084 | 1,890 | 0.09% | 0.16% | 90 | -32,112 | -55.18% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 25,281 | 1,832 | 0.09% | 0.07% | 91 | +5,107 | 25.31% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 24,611 | 1,783 | 0.0% | 0.0% | 92 | +9,830 | 66.5% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 23,193 | 1,681 | 0.0% | — | 93 | +23,193 | New | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 23,204 | 1,681 | 0.0% | 0.01% | 94 | -11,478 | -33.09% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 23,070 | 1,675 | 0.0% | — | 95 | +23,070 | New | Q4 2025 | Mar 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,128 | 1,603 | 0.0% | 0.0% | 96 | -1,447 | -6.14% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,092 | 1,601 | 0.0% | 0.0% | 97 | +1,319 | 6.35% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 21,715 | 1,584 | 0.01% | 0.0% | 98 | +8,421 | 63.34% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,825 | 1,583 | 0.0% | 0.0% | 99 | +3,439 | 18.7% | Q4 2025 | Jan 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,652 | 1,569 | 0.0% | 0.0% | 100 | +6,435 | 42.29% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,244 | 1,539 | 0.01% | 0.01% | 101 | -1,113 | -4.98% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 20,945 | 1,517 | 0.02% | 0.02% | 102 | +335 | 1.63% | Q4 2025 | Jan 23, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 20,795 | 1,507 | 0.01% | 0.0% | 103 | -2,543 | -10.9% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,756 | 1,504 | 0.02% | 0.02% | 104 | +640 | 3.18% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 20,686 | 1,499 | 0.01% | 0.0% | 105 | +11,060 | 114.9% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,469 | 1,411 | 0.0% | 0.0% | 106 | +3,957 | 25.51% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 19,266 | 1,396 | 0.01% | 0.0% | 107 | +10,492 | 119.58% | Q4 2025 | Feb 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 17,993 | 1,304 | 0.05% | 0.15% | 108 | -40,823 | -69.41% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,901 | 1,297 | 0.0% | — | 109 | +17,901 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 17,700 | 1,282 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ALPS ADVISORS INC | History | Reduced | 17,623 | 1,277 | 0.01% | 0.01% | 111 | -1,178 | -6.27% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,665 | 1,207 | 0.0% | 0.0% | 112 | +440 | 2.71% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,537 | 1,198 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,496 | 1,195 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,408 | 1,190 | 0.0% | — | 115 | +16,408 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 15,856 | 1,149 | 0.02% | 0.02% | 116 | +2,144 | 15.64% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,534 | 1,125 | 0.0% | 0.0% | 117 | +3,951 | 34.11% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,225 | 1,103 | 0.0% | 0.0% | 118 | -13,647 | -47.27% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,959 | 1,084 | 0.0% | 0.0% | 119 | +4,917 | 48.96% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,900 | 1,079 | 0.0% | 0.0% | 120 | +1,100 | 7.97% | Q4 2025 | Jan 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 14,865 | 1,077 | 0.0% | 0.0% | 121 | +909 | 6.51% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 14,466 | 1,048 | 0.0% | 0.0% | 122 | -2,288 | -13.66% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | New | 14,363 | 1,041 | 0.02% | — | 123 | +14,363 | New | Q4 2025 | Feb 03, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 14,281 | 1,035 | 0.01% | 0.0% | 124 | -82 | -0.57% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | Reduced | 13,176 | 955 | 0.09% | 0.1% | 125 | -562 | -4.09% | Q4 2025 | Jan 27, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 13,071 | 947 | 0.07% | 0.08% | 126 | -16 | -0.12% | Q4 2025 | Jan 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 12,486 | 904 | 0.0% | 0.0% | 127 | +5,550 | 80.02% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,313 | 892 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 12,200 | 884 | 0.0% | 0.0% | 129 | -1,634 | -11.81% | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | New | 12,019 | 871 | 0.02% | — | 130 | +12,019 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,900 | 862 | 0.0% | 0.0% | 131 | +1,243 | 11.66% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,194 | 811 | 0.05% | 0.05% | 133 | +211 | 1.92% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 11,195 | 811 | 0.01% | 0.01% | 132 | +51 | 0.46% | Q4 2025 | Feb 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 11,003 | 797 | 0.18% | — | 134 | +11,003 | New | Q4 2025 | Jan 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,477 | 784 | 0.01% | 0.01% | 135 | -1,425 | -11.97% | Q4 2025 | Jan 21, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 10,800 | 782 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 10,765 | 780 | 0.0% | 0.0% | 137 | -630 | -5.53% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,712 | 776 | 0.0% | 0.01% | 138 | -5,344 | -33.28% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,474 | 759 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 10,462 | 758 | 0.0% | 0.0% | 140 | -4,154 | -28.42% | Q4 2025 | Jan 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 10,402 | 753 | 0.17% | 0.2% | 142 | -7,228 | -41.0% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 10,400 | 753 | 0.0% | 0.0% | 141 | -663 | -5.99% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,338 | 752 | 0.0% | 0.0% | 143 | +690 | 7.15% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,257 | 743 | 0.01% | 0.01% | 144 | -675 | -6.17% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 10,103 | 732 | 0.0% | 0.0% | 145 | -5,295 | -34.39% | Q4 2025 | Feb 13, 2026 |
| QSV Equity Investors LLC | History | Reduced | 10,039 | 727 | 1.08% | 1.12% | 146 | -4,932 | -32.94% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 10,011 | 725 | 0.0% | 0.0% | 147 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,002 | 724 | 0.0% | 0.0% | 148 | +5,218 | 109.07% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 9,753 | 706 | 0.0% | 0.0% | 149 | -2,881 | -22.8% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,613 | 696 | 0.01% | 0.01% | 150 | -1,261 | -11.6% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | New | 9,432 | 683 | 0.06% | — | 151 | +9,432 | New | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,232 | 676 | 0.0% | 0.0% | 152 | -1 | -0.01% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,177 | 665 | 0.0% | 0.0% | 153 | +1,176 | 14.7% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,154 | 663 | 0.0% | 0.0% | 154 | -335 | -3.53% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,124 | 661 | 0.0% | 0.0% | 155 | -1,643 | -15.26% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,849 | 641 | 0.01% | 0.01% | 156 | +200 | 2.31% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 8,604 | 623 | 0.0% | 0.0% | 157 | -3,152 | -26.81% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 8,276 | 599 | 0.0% | 0.0% | 158 | -12,899 | -60.92% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,195 | 593 | 0.0% | 0.0% | 159 | +229 | 2.87% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Reduced | 8,088 | 586 | 0.0% | 0.0% | 160 | -61 | -0.75% | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 7,943 | 575 | 0.01% | 0.01% | 161 | -131 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 7,913 | 573 | 0.02% | 0.01% | 162 | +4,502 | 131.98% | Q4 2025 | Feb 11, 2026 |
| Kennondale Capital Management LLC | History | No change | 7,912 | 573 | 0.42% | 0.44% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 7,887 | 571 | 0.0% | 0.0% | 164 | +224 | 2.92% | Q4 2025 | Jan 30, 2026 |
| AlphaQuest LLC | History | Reduced | 7,619 | 552 | 0.03% | 0.06% | 165 | -5,275 | -40.91% | Q4 2025 | Feb 09, 2026 |
| First Pacific Financial | History | Reduced | 7,581 | 549 | 0.07% | 0.08% | 166 | -299 | -3.79% | Q4 2025 | Jan 16, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,408 | 536 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,321 | 530 | 0.0% | 0.0% | 168 | +1,499 | 25.75% | Q4 2025 | Feb 12, 2026 |
| Abacus Wealth Partners, LLC | History | New | 7,146 | 517 | 0.05% | — | 169 | +7,146 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 7,117 | 515 | 0.01% | 0.01% | 170 | -163 | -2.24% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,063 | 511 | 0.01% | — | 171 | +7,063 | New | Q4 2025 | Jan 16, 2026 |
| King Wealth Management Group | History | No change | 7,000 | 507 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,054 | 501 | 0.0% | 0.0% | 174 | +60 | 0.86% | Q4 2025 | Mar 09, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,915 | 501 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,841 | 495 | 0.0% | 0.0% | 175 | -103 | -1.48% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,780 | 491 | 0.04% | 0.03% | 176 | +1,753 | 34.87% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,774 | 490 | 0.0% | 0.0% | 177 | +1,583 | 30.5% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 6,687 | 484 | 0.0% | 0.0% | 178 | -68 | -1.01% | Q4 2025 | Feb 06, 2026 |
| Inspire Investing, LLC | History | Added to | 6,564 | 475 | 0.04% | 0.04% | 179 | +276 | 4.39% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 6,518 | 472 | 0.0% | — | 180 | +6,518 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 6,456 | 467 | 0.0% | 0.01% | 181 | -15,384 | -70.44% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,418 | 465 | 0.0% | 0.0% | 182 | +1,178 | 22.48% | Q4 2025 | Feb 13, 2026 |
| Fruth Investment Management | History | No change | 6,400 | 463 | 0.12% | 0.13% | 183 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 6,316 | 458 | 0.0% | 0.0% | 184 | -324 | -4.88% | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,000 | 434 | 0.01% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,900 | 427 | 0.0% | — | 186 | +5,900 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,879 | 426 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,717 | 414 | 0.0% | 0.0% | 188 | +2,409 | 72.82% | Q4 2025 | Jan 26, 2026 |
| Jump Financial, LLC | History | New | 5,574 | 404 | 0.0% | — | 190 | +5,574 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,584 | 404 | 0.01% | 0.01% | 189 | +41 | 0.74% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,331 | 386 | 0.01% | 0.01% | 191 | +1,730 | 48.04% | Q4 2025 | Feb 18, 2026 |
| Groupe la Francaise | History | Added to | 5,288 | 383 | 0.01% | 0.01% | 192 | +116 | 2.24% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,283 | 382 | 0.0% | 0.0% | 193 | +4,013 | 315.98% | Q4 2025 | Jan 23, 2026 |
| CIM, LLC | History | Reduced | 5,247 | 380 | 0.05% | 0.05% | 194 | -256 | -4.65% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,130 | 371 | 0.0% | 0.0% | 195 | +1,667 | 48.14% | Q4 2025 | Feb 06, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,803 | 348 | 0.16% | 0.19% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,793 | 347 | 0.01% | 0.02% | 197 | -419 | -8.04% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | New | 4,486 | 325 | 0.01% | — | 198 | +4,486 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,471 | 324 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,443 | 322 | 0.01% | 0.01% | 200 | +106 | 2.44% | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | New | 4,437 | 321 | 0.01% | — | 201 | +4,437 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,425 | 320 | 0.0% | 0.0% | 202 | +111 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 4,349 | 315 | 0.01% | 0.01% | 203 | +431 | 11.0% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,331 | 313 | 0.0% | 0.0% | 204 | -3,627 | -45.58% | Q4 2025 | Feb 10, 2026 |
| ELCO Management Co., LLC | History | Reduced | 4,330 | 313 | 0.2% | 0.17% | 205 | -250 | -5.46% | Q4 2025 | Feb 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,313 | 312 | 0.0% | 0.0% | 206 | -186 | -4.13% | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,280 | 310 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SummitTX Capital, L.P. | History | New | 4,268 | 309 | 0.01% | — | 208 | +4,268 | New | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 4,244 | 307 | 0.0% | 0.0% | 209 | -224 | -5.01% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,076 | 295 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,046 | 293 | 0.0% | — | 212 | +4,046 | New | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,049 | 293 | 0.0% | 0.0% | 211 | -689 | -14.54% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 3,933 | 287 | 0.0% | 0.0% | 213 | +374 | 10.51% | Q4 2025 | Jan 23, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 3,831 | 277 | 0.08% | 0.08% | 214 | +25 | 0.66% | Q4 2025 | Feb 06, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,645 | 264 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,645 | 264 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,515 | 254 | 0.0% | 0.0% | 217 | -65 | -1.82% | Q4 2025 | Feb 03, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 3,500 | 253 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blankinship & Foster, LLC | History | Added to | 3,463 | 251 | 0.05% | 0.06% | 219 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,412 | 249 | 0.01% | 0.01% | 220 | +683 | 25.03% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,426 | 248 | 0.01% | 0.01% | 221 | -964 | -21.96% | Q4 2025 | Jan 27, 2026 |
| Freestone Grove Partners LP | History | Reduced | 3,392 | 245 | 0.0% | 0.01% | 222 | -6,463 | -65.58% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,339 | 242 | 0.0% | 0.0% | 223 | +150 | 4.7% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,322 | 240 | 0.0% | 0.0% | 224 | +18 | 0.54% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Reduced | 3,300 | 239 | 0.12% | 0.24% | 225 | -2,547 | -43.56% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,292 | 238 | 0.0% | 0.0% | 226 | +217 | 7.06% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,268 | 236 | 0.0% | 0.0% | 227 | -2,750 | -45.7% | Q4 2025 | Feb 12, 2026 |
| MGB Wealth Management, LLC | History | Added to | 3,235 | 234 | 0.07% | 0.07% | 229 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,234 | 234 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 3,200 | 231 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,149 | 228 | 0.01% | 0.01% | 233 | +1,407 | 80.77% | Q4 2025 | Jan 05, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 3,150 | 228 | 0.06% | 0.06% | 231 | -300 | -8.7% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,152 | 228 | 0.0% | 0.01% | 232 | +80 | 2.6% | Q4 2025 | Feb 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 3,110 | 225 | 0.02% | 0.16% | 234 | -24,234 | -88.63% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,110 | 225 | 0.0% | — | 235 | +3,110 | New | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Added to | 3,056 | 221 | 0.0% | 0.0% | 236 | +31 | 1.02% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,033 | 219 | 0.0% | 0.0% | 237 | +161 | 5.61% | Q4 2025 | Feb 11, 2026 |
| SlateStone Wealth, LLC | History | No change | 3,000 | 217 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,000 | 217 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 2,984 | 216 | 0.0% | — | 240 | +2,984 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,915 | 211 | 0.02% | 0.04% | 241 | -4,319 | -59.7% | Q4 2025 | Feb 06, 2026 |
| Vision Capital Management, Inc. | History | No change | 2,921 | 211 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Entropy Technologies, LP | History | Reduced | 2,855 | 206 | 0.01% | 0.05% | 243 | -6,206 | -68.49% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,814 | 203 | 0.0% | 0.0% | 244 | +1,435 | 104.06% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 2,787 | 202 | 0.01% | — | 245 | +2,787 | New | Q4 2025 | Feb 06, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 2,780 | 201 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Reduced | 2,411 | 174 | 0.13% | 0.16% | 247 | -861 | -26.31% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,393 | 173 | 0.04% | 0.04% | 248 | +9 | 0.38% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,350 | 170 | 0.0% | 0.0% | 249 | +124 | 5.57% | Q4 2025 | Feb 03, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,000 | 144 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Front Row Advisors LLC | History | No change | 2,000 | 144 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,687 | 122 | 0.0% | 0.0% | 252 | +107 | 6.77% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | New | 1,535 | 111 | 0.07% | — | 254 | +1,535 | New | Q4 2025 | Feb 18, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,537 | 111 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Planning,Inc | History | No change | 1,450 | 105 | 0.07% | 0.08% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,348 | 97 | 0.0% | 0.0% | 256 | +22 | 1.66% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 1,320 | 96 | 0.05% | 0.03% | 257 | +621 | 88.84% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 94 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,250 | 90 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,212 | 87 | 0.01% | — | 260 | +1,212 | New | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,190 | 86 | 0.0% | 0.0% | 261 | +42 | 3.66% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 1,130 | 82 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,108 | 80 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,067 | 77 | 0.0% | 0.0% | 264 | -63 | -5.58% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,032 | 74 | 0.0% | 0.0% | 266 | -422 | -29.02% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,033 | 74 | 0.0% | 0.0% | 265 | -112 | -9.78% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 965 | 69 | 0.01% | 0.01% | 267 | -271 | -21.93% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 942 | 68 | 0.0% | 0.0% | 268 | -45 | -4.56% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 936 | 67 | 0.0% | 0.0% | 269 | +1 | 0.11% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | No change | 917 | 66 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 832 | 60 | 0.0% | 0.0% | 271 | +53 | 6.8% | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 840 | 60 | 0.03% | 0.03% | 272 | +6 | 0.72% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 809 | 58 | 0.03% | — | 273 | +809 | New | Q4 2025 | Feb 18, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 786 | 56 | 0.01% | 0.01% | 274 | +510 | 184.78% | Q4 2025 | Mar 03, 2026 |
| Motiv8 Investments LLC | History | New | 625 | 45 | 0.02% | — | 277 | +625 | New | Q4 2025 | Feb 13, 2026 |
| Plato Investment Management Ltd | History | New | 624 | 45 | 0.0% | — | 276 | +624 | New | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 624 | 45 | 0.0% | 0.0% | 275 | +4 | 0.65% | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 618 | 44 | 0.0% | 0.01% | 278 | -801 | -56.45% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 611 | 44 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DANSKE BANK A/S | History | Reduced | 600 | 43 | 0.0% | 0.0% | 280 | -12,176 | -95.3% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 543 | 39 | 0.0% | — | 281 | +539 | 13475.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 549 | 39 | 0.0% | 0.0% | 283 | +292 | 113.62% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 549 | 39 | 0.0% | 0.0% | 282 | -10 | -1.79% | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 499 | 36 | 0.02% | 0.02% | 284 | -41 | -7.59% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 430 | 31 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 421 | 30 | 0.0% | 0.0% | 286 | +7 | 1.69% | Q4 2025 | Jan 08, 2026 |
| State of Wyoming | History | Added to | 409 | 29 | 0.0% | 0.0% | 287 | +63 | 18.21% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 397 | 28 | 0.0% | 0.0% | 288 | -60 | -13.13% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 393 | 28 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 366 | 26 | 0.0% | — | 290 | +366 | New | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 362 | 26 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 309 | 22 | 0.0% | 0.0% | 293 | +36 | 13.19% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 309 | 22 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quarry LP | History | Reduced | 278 | 20 | 0.0% | 0.02% | 294 | -721 | -72.17% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 271 | 19 | 0.01% | 0.0% | 295 | +164 | 153.27% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 259 | 18 | 0.0% | 0.0% | 296 | +67 | 34.9% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 259 | 18 | 0.0% | 0.0% | 297 | +9 | 3.6% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 236 | 17 | 0.0% | 0.0% | 298 | -705 | -74.92% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 234 | 16 | 0.0% | 0.0% | 299 | +10 | 4.46% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 208 | 15 | 0.0% | 0.02% | 301 | -19,395 | -98.94% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 220 | 15 | 0.0% | — | 300 | +220 | New | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 200 | 14 | 0.01% | — | 304 | +200 | New | Q4 2025 | Mar 05, 2026 |
| Pflug Koory, LLC | History | Reduced | 201 | 14 | 0.01% | 0.01% | 303 | -170 | -45.82% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 203 | 14 | 0.0% | 0.0% | 302 | +15 | 7.98% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 193 | 13 | 0.0% | 0.0% | 305 | +114 | 144.3% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 182 | 13 | 0.0% | 0.0% | 306 | +14 | 8.33% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 175 | 12 | 0.0% | — | 307 | +175 | New | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 160 | 11 | 0.0% | 0.0% | 309 | +56 | 53.85% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 145 | 11 | 0.0% | 0.0% | 308 | -2 | -1.36% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SWAN Capital LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 113 | 8 | 0.0% | 0.0% | 312 | -6 | -5.04% | Q4 2025 | Jan 07, 2026 |
| Redwood Park Advisors LLC | History | Added to | 112 | 8 | 0.01% | 0.01% | 313 | +1 | 0.9% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 96 | 7 | 0.0% | 0.0% | 315 | +76 | 380.0% | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NATIXIS | History | Reduced | 88 | 6 | 0.0% | 0.0% | 318 | -222 | -71.61% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 93 | 6 | 0.0% | — | 317 | +93 | New | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | New | 88 | 6 | 0.0% | — | 319 | +88 | New | Q4 2025 | Feb 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 84 | 6 | 0.0% | — | 320 | +84 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 70 | 5 | 0.0% | 0.0% | 321 | -1,722 | -96.09% | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 72 | 5 | 0.0% | — | 322 | +72 | New | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | Reduced | 52 | 3 | 0.0% | 0.0% | 324 | -49 | -48.51% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 31 | 2 | 0.0% | 0.08% | 325 | -8,043 | -99.62% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 39 | 2 | 0.0% | — | 331 | +39 | New | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 326 | +12 | 63.16% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 30 | 2 | 0.0% | 0.0% | 327 | -5 | -14.29% | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LRI Investments, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 333 | -635 | -97.69% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 338 | -31 | -64.58% | Q4 2025 | Jan 15, 2026 |
| Trust Co | History | New | 25 | 1 | 0.0% | — | 334 | +25 | New | Q4 2025 | Jan 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 21 | 1 | 0.0% | — | 337 | +19 | 950.0% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 19 | 1 | 0.0% | — | 341 | +19 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | New | 19 | 1 | 0.0% | — | 342 | +19 | New | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 15 | 1 | 0.0% | — | 343 | +15 | New | Q4 2025 | Mar 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 14 | 1 | 0.0% | — | 336 | +10 | 250.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 14 | 1 | 0.0% | — | 335 | +4 | 40.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 340 | +1 | 4.76% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Robeco Schweiz AG | History | Closed out | 0 | 0 | — | 0.34% | — | -204,647 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -145,037 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 26.72% | — | -78,504 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -66,523 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -24,248 | -100.0% | Q3 2025 | Oct 22, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,260 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -10,901 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,310 | -100.0% | Q3 2025 | Oct 28, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -8,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.65% | — | -7,545 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,377 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,198 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -4,143 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,986 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,346 | -100.0% | Q3 2025 | Oct 31, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -3,269 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,052 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,002 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,865 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -976 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -6 | -35.29% | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |