AXIS CAPITAL HOLDINGS LTD - AXS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 47 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 7,718,631 | 826,588 | 0.01% | 0.01% | 1 | -235,742 | -2.96% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,592,270 | 491,786 | 0.26% | 0.21% | 2 | +1,083,579 | 30.88% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 3,515,952 | 376,523 | 0.01% | 0.01% | 3 | -163,228 | -4.44% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,382,665 | 362,262 | 0.08% | 0.07% | 4 | +63,751 | 1.92% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,624,329 | 281,039 | 0.14% | 0.14% | 5 | -295,853 | -10.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,974,209 | 211,418 | 0.01% | 0.01% | 6 | +265,671 | 15.55% | Q4 2025 | Feb 17, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 1,694,394 | 181,452 | 6.51% | 6.29% | 7 | -81,223 | -4.57% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 1,689,901 | 180,972 | 0.08% | 0.08% | 8 | -81,299 | -4.59% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,596,823 | 171,708 | 0.01% | 0.01% | 9 | -9,585 | -0.6% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,581,179 | 169,329 | 0.02% | 0.02% | 10 | -282,833 | -15.17% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,397,195 | 149,626 | 0.23% | — | 11 | +1,397,195 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,387,004 | 148,565 | 0.01% | 0.01% | 12 | +10,246 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,370,479 | 146,764 | 0.15% | 0.1% | 13 | +400,068 | 41.23% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 1,321,533 | 141,522 | 0.04% | 0.03% | 14 | +249,835 | 23.31% | Q4 2025 | Feb 12, 2026 |
| Swedbank AB | History | No change | 1,194,754 | 127,946 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,171,996 | 125,509 | 1.03% | 0.98% | 16 | -50,936 | -4.17% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,087,602 | 116,471 | 0.15% | 0.13% | 17 | +40,583 | 3.88% | Q4 2025 | Feb 17, 2026 |
| River Road Asset Management, LLC | History | Reduced | 1,051,961 | 112,654 | 1.24% | 1.47% | 18 | -319,386 | -23.29% | Q4 2025 | Feb 24, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,048,778 | 112,313 | 0.07% | 0.07% | 19 | -285,672 | -21.41% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,040,505 | 111,427 | 0.08% | 0.09% | 20 | -250,869 | -19.43% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 961,816 | 103,000 | 0.01% | — | 21 | +961,816 | New | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 745,591 | 79,845 | 0.05% | 0.02% | 22 | +443,761 | 147.02% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 728,987 | 78,067 | 0.03% | 0.02% | 23 | +175,422 | 31.69% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 721,221 | 77,235 | 1.06% | 1.06% | 24 | -115,640 | -13.82% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 709,900 | 76,023 | 0.17% | 0.14% | 25 | +37,000 | 5.5% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 708,518 | 75,875 | 0.01% | 0.01% | 26 | -12,718 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 653,771 | 70,012 | 0.07% | 0.03% | 27 | +327,634 | 100.46% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 637,596 | 68,280 | 0.0% | 0.0% | 28 | +64,483 | 11.25% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 618,611 | 66,247 | 0.07% | 0.07% | 29 | +165,996 | 36.67% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 573,786 | 61,446 | 0.02% | 0.02% | 30 | -76,883 | -11.82% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 568,371 | 60,866 | 0.03% | 0.05% | 31 | -311,162 | -35.38% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 536,975 | 57,507 | 0.07% | 0.07% | 32 | +240,852 | 81.34% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 509,249 | 54,535 | 0.0% | 0.0% | 33 | -33,285 | -6.14% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 500,401 | 53,587 | 0.19% | 0.13% | 34 | +165,946 | 49.62% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 476,367 | 51,600 | 0.04% | — | 35 | +476,367 | New | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 470,285 | 50,362 | 0.17% | 0.18% | 36 | -67,373 | -12.53% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 453,107 | 48,523 | 0.01% | 0.01% | 37 | +161,955 | 55.63% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | Reduced | 457,716 | 48,344 | 0.05% | 0.05% | 38 | -29,544 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Reduced | 450,000 | 48,190 | 0.28% | 0.36% | 39 | -80,000 | -15.09% | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 439,989 | 47,118 | 0.02% | 0.01% | 40 | +95,207 | 27.61% | Q4 2025 | Jan 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 423,897 | 45,395 | 0.01% | 0.01% | 41 | -39,174 | -8.46% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 415,922 | 44,541 | 0.01% | 0.01% | 42 | -8,399 | -1.98% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Reduced | 408,934 | 43,792 | 0.17% | 0.22% | 43 | -75,685 | -15.62% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 387,952 | 41,545 | 0.01% | 0.01% | 44 | -309,104 | -44.34% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 385,519 | 41,285 | 0.01% | 0.02% | 45 | -198,435 | -33.98% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 354,506 | 37,964 | 0.05% | 0.03% | 46 | +118,180 | 50.01% | Q4 2025 | Jan 23, 2026 |
| Freestone Grove Partners LP | History | Reduced | 354,123 | 37,923 | 0.27% | 0.42% | 47 | -237,783 | -40.17% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 315,363 | 33,772 | 0.01% | 0.01% | 48 | +52,442 | 19.95% | Q4 2025 | Feb 11, 2026 |
| FIL Ltd | History | Reduced | 315,000 | 33,733 | 0.03% | 0.04% | 49 | -272,892 | -46.42% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 291,851 | 31,254 | 0.11% | 0.12% | 50 | +11,179 | 3.98% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 291,015 | 31,164 | 0.0% | 0.0% | 51 | +108,016 | 59.03% | Q4 2025 | Mar 25, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 282,547 | 30,257 | 3.06% | 2.81% | 52 | +2,202 | 0.79% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 274,619 | 29,408 | 0.1% | 0.03% | 53 | +186,460 | 211.5% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 270,000 | 28,914 | 0.04% | 0.02% | 54 | +150,000 | 125.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 257,301 | 27,554 | 0.08% | 0.05% | 55 | +68,312 | 36.15% | Q4 2025 | Feb 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 249,648 | 26,734 | 2.31% | 2.17% | 56 | -1,048 | -0.42% | Q4 2025 | Jan 30, 2026 |
| Gillson Capital LP | History | New | 240,750 | 25,782 | 1.69% | — | 57 | +240,750 | New | Q4 2025 | Feb 17, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 234,726 | 25,136 | 0.64% | — | 58 | +234,726 | New | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 230,109 | 24,642 | 0.0% | 0.0% | 59 | -97,684 | -29.8% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 222,291 | 23,805 | 0.0% | 0.0% | 60 | -9,235 | -3.99% | Q4 2025 | Jan 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 214,667 | 22,988 | 0.01% | 0.02% | 61 | -53,023 | -19.81% | Q4 2025 | Feb 12, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 208,896 | 22,370 | 2.33% | 1.22% | 62 | -143,154 | -40.66% | Q4 2025 | Jan 13, 2026 |
| Interval Partners, LP | History | New | 208,632 | 22,342 | 0.4% | — | 63 | +208,632 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 202,652 | 21,702 | 0.02% | 0.02% | 64 | +10,344 | 5.38% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 202,397 | 21,674 | 0.0% | 0.0% | 65 | +78,931 | 63.93% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 197,806 | 21,183 | 0.06% | — | 66 | +197,806 | New | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 197,663 | 21,168 | 0.01% | 0.12% | 67 | -1,934,349 | -90.73% | Q4 2025 | Feb 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 194,222 | 20,799 | 0.04% | 0.04% | 68 | +39,265 | 25.34% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 180,582 | 19,338 | 0.02% | 0.02% | 69 | +18,616 | 11.49% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 179,604 | 19,233 | 0.0% | 0.0% | 70 | -103,317 | -36.52% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 179,164 | 19,186 | 0.0% | 0.0% | 71 | +34,260 | 23.64% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 177,078 | 18,963 | 0.08% | 0.02% | 72 | +148,468 | 518.94% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 170,881 | 18,299 | 0.06% | 0.04% | 73 | +53,872 | 46.04% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 167,522 | 17,939 | 0.03% | 0.0% | 74 | +135,481 | 422.84% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 155,964 | 16,702 | 0.76% | 0.42% | 75 | +38,368 | 32.63% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 155,868 | 16,691 | 0.03% | 0.02% | 76 | +26,983 | 20.94% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 153,810 | 16,539 | 0.04% | 0.04% | 77 | -19,060 | -11.03% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 154,200 | 16,513 | 0.01% | 0.01% | 78 | +1,700 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 152,050 | 15,852 | 0.03% | 0.02% | 79 | +27,515 | 22.09% | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 137,098 | 14,681 | 0.02% | 0.03% | 80 | -81,815 | -37.37% | Q4 2025 | Feb 17, 2026 |
| Paradice Investment Management LLC | History | Reduced | 131,038 | 14,032 | 2.73% | 2.98% | 81 | -7,510 | -5.42% | Q4 2025 | Jan 28, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 130,000 | 13,921 | 0.31% | 0.26% | 82 | -18,000 | -12.16% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 127,490 | 13,653 | 0.21% | 0.08% | 83 | +77,616 | 155.62% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 125,162 | 13,403 | 0.03% | 0.02% | 84 | +31,830 | 34.1% | Q4 2025 | Feb 02, 2026 |
| Bridgewater Associates, LP | History | Added to | 123,758 | 13,253 | 0.05% | 0.03% | 85 | +32,568 | 35.71% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 120,876 | 12,944 | 0.01% | 0.01% | 86 | +11,755 | 10.77% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 118,004 | 12,637 | 0.13% | 0.12% | 87 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 110,704 | 11,855 | 0.02% | 0.0% | 88 | +106,543 | 2560.51% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 110,636 | 11,848 | 0.03% | 0.03% | 89 | -1,815 | -1.61% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 108,533 | 11,622 | 0.02% | 0.01% | 90 | +49,321 | 83.3% | Q4 2025 | Feb 11, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 102,373 | 10,963 | 0.07% | — | 91 | +102,373 | New | Q4 2025 | Feb 11, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 96,400 | 10,323 | 0.31% | 0.28% | 92 | -30,150 | -23.82% | Q4 2025 | Feb 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 96,119 | 10,293 | 0.58% | 0.52% | 93 | +1,756 | 1.86% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 96,034 | 10,284 | 0.0% | 0.0% | 94 | +39,709 | 70.5% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 93,978 | 10,064 | 0.02% | 0.02% | 95 | +351 | 0.37% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 92,101 | 9,863 | 0.03% | 0.02% | 96 | +24,884 | 37.02% | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 91,056 | 9,751 | 0.0% | 0.0% | 97 | +2,984 | 3.39% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 90,100 | 9,648 | 0.34% | 0.32% | 98 | -5,900 | -6.15% | Q4 2025 | Jan 27, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 89,731 | 9,609 | 0.17% | 0.16% | 99 | -7,849 | -8.04% | Q4 2025 | Jan 14, 2026 |
| Legal & General Group Plc | History | Reduced | 88,954 | 9,526 | 0.0% | 0.0% | 100 | -34,919 | -28.19% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 88,819 | 9,522 | 0.01% | 0.0% | 101 | +55,045 | 162.98% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 87,644 | 9,392 | 0.02% | 0.01% | 102 | -2,361 | -2.62% | Q4 2025 | Jan 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 87,366 | 9,356 | 0.87% | 0.94% | 103 | -26,128 | -23.02% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 83,000 | 8,888 | 0.01% | — | 104 | +83,000 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 81,386 | 8,717 | 0.01% | 0.01% | 105 | -23,898 | -22.7% | Q4 2025 | Feb 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 81,007 | 8,675 | 0.36% | 0.32% | 106 | -589 | -0.72% | Q4 2025 | Feb 11, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 79,249 | 8,486 | 0.01% | 0.01% | 107 | -700 | -0.88% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Added to | 77,651 | 8,315 | 0.0% | 0.0% | 108 | +4,096 | 5.57% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 77,368 | 8,285 | 0.01% | 0.01% | 109 | -9,600 | -11.04% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 77,363 | 8,284 | 0.03% | 0.03% | 110 | +5,350 | 7.43% | Q4 2025 | Jan 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 75,623 | 8,098 | 0.02% | 0.02% | 111 | -12,731 | -14.41% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 73,540 | 7,875 | 0.01% | 0.01% | 112 | -152 | -0.21% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 72,351 | 7,748 | 0.01% | 0.01% | 113 | -1,733 | -2.34% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 70,375 | 7,536 | 0.01% | 0.0% | 114 | +26,529 | 60.5% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 68,337 | 7,318 | 8.97% | 0.14% | 115 | -2,990 | -4.19% | Q4 2025 | Feb 25, 2026 |
| Trexquant Investment LP | History | Added to | 65,300 | 6,992 | 0.06% | 0.01% | 116 | +57,496 | 736.75% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 61,716 | 6,609 | 0.0% | 0.0% | 117 | -2,243 | -3.51% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 63,791 | 6,552 | 0.01% | 0.01% | 118 | +18,168 | 39.82% | Q4 2025 | Jan 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 58,942 | 6,312 | 0.43% | 0.39% | 119 | +109 | 0.19% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 57,442 | 6,151 | 0.25% | 0.22% | 120 | -4,121 | -6.69% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 57,396 | 6,146 | 0.08% | 0.06% | 121 | +5,059 | 9.67% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 55,039 | 5,894 | 0.0% | 0.0% | 122 | +14,559 | 35.97% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 86,024 | 5,474 | 0.01% | 0.01% | 123 | +26,018 | 43.36% | Q4 2025 | Mar 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 48,278 | 5,191 | 0.31% | — | 125 | +48,278 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 48,480 | 5,191 | 0.02% | 0.01% | 124 | +6,266 | 14.84% | Q4 2025 | Feb 02, 2026 |
| VELA Investment Management, LLC | History | Reduced | 48,136 | 5,154 | 1.21% | 1.17% | 126 | -1,834 | -3.67% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 48,103 | 5,152 | 0.0% | — | 127 | +48,103 | New | Q4 2025 | Feb 17, 2026 |
| BECK MACK & OLIVER LLC | History | Reduced | 47,681 | 5,106 | 0.09% | 0.08% | 128 | -25 | -0.05% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 47,634 | 5,103 | 0.0% | 0.0% | 129 | -16,291 | -25.48% | Q4 2025 | Feb 17, 2026 |
| Villanova Investment Management Co LLC | History | Added to | 46,710 | 5,002 | 3.53% | 3.09% | 130 | +190 | 0.41% | Q4 2025 | Feb 26, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 45,530 | 4,875 | 0.01% | 0.01% | 131 | +23,611 | 107.72% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Added to | 44,671 | 4,784 | 0.09% | 0.07% | 132 | +6,800 | 17.96% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 43,755 | 4,685 | 0.01% | 0.01% | 133 | -66,609 | -60.35% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 43,059 | 4,630 | 0.02% | 0.01% | 134 | +20,914 | 94.44% | Q4 2025 | Jan 15, 2026 |
| Madison Asset Management, LLC | History | Reduced | 42,881 | 4,592 | 0.05% | 0.05% | 135 | -8,684 | -16.84% | Q4 2025 | Feb 04, 2026 |
| Jain Global LLC | History | Added to | 41,479 | 4,441 | 0.02% | 0.0% | 136 | +35,687 | 616.14% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | Added to | 41,373 | 4,430 | 0.61% | 0.69% | 137 | +2,705 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 41,009 | 4,391 | 0.24% | — | 138 | +41,009 | New | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 40,800 | 4,369 | 0.12% | 0.11% | 139 | +1,700 | 4.35% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,330 | 4,318 | 0.01% | 0.0% | 140 | +18,234 | 82.52% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 39,917 | 4,274 | 0.01% | 0.01% | 141 | +308 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 39,418 | 4,221 | 0.0% | 0.0% | 142 | +31,137 | 376.01% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 39,214 | 4,199 | 0.04% | 0.15% | 143 | -119,454 | -75.29% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 38,895 | 4,165 | 0.05% | 0.04% | 144 | -6,813 | -14.91% | Q4 2025 | Feb 13, 2026 |
| Qsemble Capital Management, LP | History | Added to | 37,672 | 4,034 | 0.33% | 0.1% | 145 | +27,160 | 258.37% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,119 | 3,975 | 0.0% | 0.0% | 146 | +122 | 0.33% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 36,916 | 3,952 | 0.01% | 0.0% | 147 | +24,285 | 192.27% | Q4 2025 | Feb 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 35,230 | 3,772 | 0.02% | 0.02% | 148 | +6,300 | 21.78% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 33,497 | 3,587 | 0.02% | 0.02% | 149 | +2,605 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 33,306 | 3,566 | 0.09% | 0.08% | 150 | +549 | 1.68% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 33,239 | 3,559 | 0.0% | 0.0% | 151 | +15,563 | 88.05% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 32,871 | 3,520 | 0.01% | 0.02% | 152 | -18,681 | -36.24% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 32,591 | 3,490 | 0.03% | 0.03% | 153 | -1,390 | -4.09% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 31,925 | 3,418 | 0.01% | 0.01% | 154 | -2,720 | -7.85% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 31,142 | 3,334 | 0.04% | 0.03% | 155 | +8,164 | 35.53% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 31,124 | 3,333 | 0.01% | 0.01% | 156 | -2,980 | -8.74% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 29,708 | 3,181 | 0.01% | 0.02% | 157 | -9,097 | -23.44% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 29,070 | 3,113 | 0.01% | 0.01% | 158 | -4,606 | -13.68% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 29,043 | 3,110 | 0.01% | 0.01% | 159 | +4,005 | 16.0% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 28,600 | 3,075 | 0.01% | 0.01% | 160 | +200 | 0.7% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,533 | 3,055 | 0.01% | 0.0% | 161 | +5,210 | 22.34% | Q4 2025 | Feb 17, 2026 |
| Employees Retirement System of Texas | History | Reduced | 28,417 | 3,043 | 0.02% | 0.04% | 162 | -21,844 | -43.46% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 28,300 | 3,030 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Reduced | 27,777 | 2,974 | 0.04% | 0.05% | 164 | -11,452 | -29.19% | Q4 2025 | Jan 30, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 26,795 | 2,869 | 1.9% | 1.44% | 165 | +5,194 | 24.05% | Q4 2025 | Jan 23, 2026 |
| Numerai GP LLC | History | Reduced | 26,709 | 2,860 | 0.34% | 0.48% | 166 | -8,482 | -24.1% | Q4 2025 | Feb 17, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 26,673 | 2,856 | 0.6% | 0.55% | 167 | -17 | -0.06% | Q4 2025 | Jan 27, 2026 |
| BBR PARTNERS, LLC | History | No change | 26,666 | 2,855 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 25,832 | 2,766 | 0.01% | — | 169 | +25,832 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 24,834 | 2,659 | 0.02% | — | 170 | +24,834 | New | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | No change | 24,491 | 2,622 | 0.05% | 0.04% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 24,093 | 2,580 | 0.0% | 0.0% | 172 | +8,347 | 53.01% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 37,887 | 2,545 | 0.0% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 23,700 | 2,538 | 0.01% | 0.01% | 174 | -1,500 | -5.95% | Q4 2025 | Feb 06, 2026 |
| Dockside LLC | History | New | 22,769 | 2,438 | 0.63% | — | 175 | +22,769 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 22,478 | 2,407 | 0.0% | 0.0% | 176 | +12,418 | 123.44% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,850 | 2,339 | 0.02% | 0.01% | 177 | +5,459 | 33.3% | Q4 2025 | Jan 26, 2026 |
| Arizona State Retirement System | History | Reduced | 21,726 | 2,326 | 0.01% | 0.01% | 178 | -1,548 | -6.65% | Q4 2025 | Jan 28, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 21,716 | 2,325 | 0.01% | 0.01% | 179 | +76 | 0.35% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 20,804 | 2,227 | 0.07% | 0.07% | 180 | +465 | 2.29% | Q4 2025 | Jan 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 19,813 | 2,121 | 0.08% | 0.07% | 181 | +599 | 3.12% | Q4 2025 | Jan 07, 2026 |
| Walleye Capital LLC | History | New | 19,650 | 2,104 | 0.01% | — | 182 | +19,650 | New | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 19,250 | 2,061 | 0.01% | — | 183 | +19,250 | New | Q4 2025 | Feb 05, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 19,193 | 2,055 | 0.06% | 0.06% | 184 | -1,881 | -8.93% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 18,944 | 2,029 | 0.0% | 0.0% | 185 | +12,874 | 212.09% | Q4 2025 | Jan 09, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 18,946 | 2,028 | 0.34% | 0.09% | 186 | +13,034 | 220.47% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 18,707 | 2,003 | 0.06% | 0.13% | 187 | -26,425 | -58.55% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 18,650 | 1,997 | 0.07% | 0.08% | 188 | -12,741 | -40.59% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 18,480 | 1,979 | 0.04% | 0.07% | 189 | -10,989 | -37.29% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 18,386 | 1,968 | 0.0% | 0.0% | 190 | +5,766 | 45.69% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 18,300 | 1,959 | 0.0% | — | 191 | +18,300 | New | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | Added to | 18,152 | 1,943 | 0.02% | 0.01% | 192 | +5,741 | 46.26% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 17,494 | 1,873 | 0.08% | 0.07% | 193 | +574 | 3.39% | Q4 2025 | Feb 02, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 17,394 | 1,862 | 0.04% | 0.03% | 194 | -1,141 | -6.16% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 17,191 | 1,840 | 0.05% | 0.05% | 195 | -1,782 | -9.39% | Q4 2025 | Jan 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,845 | 1,803 | 0.0% | — | 196 | +16,845 | New | Q4 2025 | Feb 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 16,046 | 1,718 | 0.78% | 0.72% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,184 | 1,626 | 0.0% | 0.0% | 198 | +2,227 | 17.19% | Q4 2025 | Feb 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 15,036 | 1,610 | 0.37% | 0.14% | 199 | +5,592 | 59.21% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 15,034 | 1,609 | 0.0% | 0.0% | 200 | -149 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 14,757 | 1,587 | 0.37% | 0.31% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 14,684 | 1,572 | 0.16% | 0.14% | 202 | -37 | -0.25% | Q4 2025 | Jan 16, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 14,546 | 1,557 | 0.07% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 13,897 | 1,488 | 0.04% | 0.07% | 204 | -23,999 | -63.33% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,655 | 1,462 | 0.02% | 0.01% | 205 | +3,688 | 37.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 13,385 | 1,433 | 0.0% | 0.0% | 206 | -7,089 | -34.62% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 13,271 | 1,421 | 0.12% | 0.07% | 207 | +4,538 | 51.96% | Q4 2025 | Feb 06, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 70,000 | 1,394 | 0.41% | 0.32% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,884 | 1,379 | 0.02% | 0.01% | 209 | +6,548 | 103.35% | Q4 2025 | Jan 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 12,372 | 1,342 | 0.0% | 0.0% | 210 | -2,009 | -13.97% | Q4 2025 | Feb 18, 2026 |
| Permanent Capital Management, LP | History | No change | 12,355 | 1,328 | 0.26% | 0.22% | 211 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Callan Family Office, LLC | History | New | 12,394 | 1,327 | 0.03% | — | 212 | +12,394 | New | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 12,146 | 1,300 | 0.06% | 0.14% | 213 | -7,741 | -38.92% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,911 | 1,275 | 0.0% | 0.0% | 214 | -2,299 | -16.18% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,773 | 1,260 | 0.0% | 0.0% | 215 | +966 | 8.94% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,717 | 1,254 | 0.0% | 0.0% | 216 | -948 | -7.49% | Q4 2025 | Feb 10, 2026 |
| Integrated Quantitative Investments LLC | History | New | 11,657 | 1,248 | 0.27% | — | 217 | +11,657 | New | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 11,278 | 1,207 | 0.01% | — | 218 | +11,278 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,051 | 1,183 | 0.0% | 0.0% | 219 | -1,329 | -10.74% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 11,004 | 1,178 | 0.13% | — | 220 | +11,004 | New | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Reduced | 10,906 | 1,168 | 0.07% | 0.06% | 221 | -1 | -0.01% | Q4 2025 | Feb 18, 2026 |
| R Squared Ltd | History | Added to | 10,836 | 1,160 | 0.54% | 0.33% | 222 | +2,889 | 36.35% | Q4 2025 | Jan 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 10,441 | 1,118 | 0.17% | 0.04% | 223 | +7,700 | 280.92% | Q4 2025 | Feb 11, 2026 |
| CROBAN | History | Added to | 10,442 | 1,118 | 0.54% | 0.65% | 224 | +193 | 1.88% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,255 | 1,098 | 0.0% | 0.0% | 225 | -911 | -8.16% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 10,199 | 1,092 | 0.03% | 0.05% | 226 | -9,174 | -47.35% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 10,184 | 1,090 | 0.0% | 0.0% | 227 | +919 | 9.92% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Added to | 10,562 | 1,088 | 0.04% | 0.03% | 228 | +2,339 | 28.44% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | No change | 10,027 | 1,073 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Reduced | 10,017 | 1,072 | 0.05% | 0.05% | 230 | -2,000 | -16.64% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,699 | 1,038 | 0.02% | 0.01% | 231 | -286 | -2.86% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 9,641 | 1,032 | 0.07% | 0.07% | 232 | -1,488 | -13.37% | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 9,298 | 995 | 0.01% | — | 233 | +9,298 | New | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,203 | 985 | 0.01% | 0.01% | 234 | -25 | -0.27% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,065 | 970 | 0.01% | 0.01% | 235 | -756 | -7.7% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,042 | 968 | 0.01% | 0.01% | 236 | +28 | 0.31% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,944 | 957 | 0.0% | 0.0% | 237 | -1,140 | -11.31% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,049 | 954 | 0.02% | 0.01% | 238 | +5,033 | 125.32% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,843 | 947 | 0.0% | 0.0% | 239 | -1,628 | -15.55% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,605 | 921 | 0.02% | 0.02% | 240 | +4,066 | 89.58% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 8,540 | 914 | 0.0% | 0.0% | 241 | -4,560 | -34.81% | Q4 2025 | Feb 17, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,360 | 895 | 0.4% | 0.37% | 242 | -4,601 | -35.5% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | New | 7,989 | 855 | 0.02% | — | 243 | +7,989 | New | Q4 2025 | Jan 09, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 7,934 | 849 | 0.17% | 0.08% | 244 | +4,982 | 168.77% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,884 | 844 | 0.0% | 0.0% | 245 | +595 | 8.16% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,200 | 836 | 0.02% | 0.01% | 246 | +1,848 | 29.09% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,503 | 806 | 0.01% | 0.02% | 247 | -3,999 | -34.77% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 7,458 | 798 | 0.12% | 0.11% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 7,201 | 771 | 0.0% | — | 250 | +7,201 | New | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 7,200 | 771 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WASATCH ADVISORS LP | History | New | 6,994 | 748 | 0.0% | — | 251 | +6,994 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,828 | 731 | 0.01% | 0.01% | 252 | +28 | 0.41% | Q4 2025 | Feb 02, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,520 | 698 | 0.08% | 0.12% | 253 | -3,460 | -34.67% | Q4 2025 | Jan 22, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 6,500 | 696 | 0.05% | 0.04% | 254 | -4,958 | -43.27% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 6,314 | 676 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | New | 6,178 | 661 | 0.0% | — | 256 | +6,178 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 6,014 | 644 | 0.01% | 0.01% | 257 | -549 | -8.37% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,997 | 642 | 0.0% | 0.0% | 258 | +886 | 17.34% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,946 | 636 | 0.0% | 0.0% | 259 | -38 | -0.64% | Q4 2025 | Feb 12, 2026 |
| INTRUST BANK NA | History | Added to | 5,863 | 627 | 0.05% | 0.05% | 260 | +3 | 0.05% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | New | 5,661 | 611 | 0.01% | — | 261 | +5,661 | New | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,565 | 595 | 0.0% | 0.0% | 262 | +3,250 | 140.39% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 5,454 | 589 | 0.0% | 0.0% | 263 | -703 | -11.42% | Q4 2025 | Mar 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,390 | 577 | 0.0% | 0.0% | 264 | +107 | 2.03% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 5,300 | 567 | 0.02% | 0.02% | 265 | -10 | -0.19% | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 5,238 | 560 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,197 | 556 | 0.03% | 0.02% | 267 | +1,233 | 31.1% | Q4 2025 | Jan 21, 2026 |
| Curi Capital, LLC | History | New | 5,064 | 544 | 0.01% | — | 268 | +5,064 | New | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Added to | 5,069 | 542 | 0.07% | 0.03% | 269 | +2,441 | 92.88% | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 4,941 | 529 | 0.13% | 0.1% | 270 | +904 | 22.39% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 4,937 | 528 | 0.14% | 0.12% | 271 | +225 | 4.78% | Q4 2025 | Feb 10, 2026 |
| FJ Capital Management LLC | History | New | 4,914 | 526 | 0.06% | — | 272 | +4,914 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,838 | 518 | 0.01% | 0.0% | 273 | +584 | 13.73% | Q4 2025 | Feb 02, 2026 |
| Index Technologies Group LLC | History | New | 4,803 | 514 | 0.54% | — | 274 | +4,803 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,740 | 507 | 0.0% | 0.0% | 275 | +1,257 | 36.09% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,691 | 502 | 0.01% | 0.01% | 276 | +868 | 22.7% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,667 | 499 | 0.0% | 0.01% | 277 | -5,549 | -54.32% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,649 | 497 | 0.03% | 0.01% | 278 | +2,480 | 114.34% | Q4 2025 | Feb 10, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 4,616 | 494 | 0.05% | 0.05% | 279 | +7 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 4,600 | 493 | 0.11% | 0.19% | 280 | -7,070 | -60.58% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,597 | 492 | 0.0% | 0.0% | 281 | +105 | 2.34% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Added to | 4,542 | 486 | 0.0% | 0.0% | 282 | +931 | 25.78% | Q4 2025 | Feb 10, 2026 |
| EntryPoint Capital, LLC | History | Added to | 4,460 | 477 | 0.19% | 0.08% | 283 | +2,268 | 103.47% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,434 | 475 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 4,349 | 465 | 0.0% | — | 285 | +4,349 | New | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Added to | 4,350 | 465 | 0.03% | 0.01% | 286 | +2,183 | 100.74% | Q4 2025 | Jan 26, 2026 |
| F/m Investments LLC | History | No change | 4,273 | 457 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,208 | 450 | 0.0% | 0.0% | 288 | +1,354 | 47.44% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,172 | 446 | 0.0% | 0.0% | 289 | +1,119 | 36.65% | Q4 2025 | Jan 29, 2026 |
| XPONANCE LLC | History | Added to | 4,088 | 437 | 0.0% | 0.0% | 290 | +60 | 1.49% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 4,034 | 432 | 0.05% | 0.04% | 291 | -58 | -1.42% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,002 | 429 | 0.0% | 0.0% | 292 | -125 | -3.03% | Q4 2025 | Feb 05, 2026 |
| Utah Retirement Systems | History | No change | 4,009 | 429 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,988 | 427 | 0.02% | 0.01% | 294 | +876 | 28.15% | Q4 2025 | Feb 06, 2026 |
| Magnetar Financial LLC | History | Reduced | 3,923 | 420 | 0.0% | 0.03% | 295 | -43,411 | -91.71% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,362 | 407 | 0.0% | 0.0% | 296 | -1,340 | -23.5% | Q4 2025 | Feb 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,930 | 405 | 0.05% | 0.05% | 298 | +673 | 20.66% | Q4 2025 | Feb 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,986 | 405 | 0.0% | 0.0% | 297 | -307 | -7.15% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | No change | 3,703 | 396 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Catalyst Funds Management Pty Ltd | History | Added to | 3,660 | 391 | 0.09% | 0.04% | 300 | +600 | 19.61% | Q4 2025 | Feb 09, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 3,658 | 391 | 0.31% | 0.3% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | New | 3,627 | 388 | 0.0% | — | 302 | +3,627 | New | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,593 | 386 | 0.01% | 0.01% | 303 | +343 | 10.55% | Q4 2025 | Jan 29, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 3,598 | 385 | 0.04% | 0.04% | 305 | -281 | -7.24% | Q4 2025 | Feb 17, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,735 | 385 | 0.31% | 0.29% | 304 | -5 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,563 | 381 | 0.0% | — | 306 | +3,563 | New | Q4 2025 | Feb 04, 2026 |
| SummitTX Capital, L.P. | History | Added to | 3,539 | 378 | 0.01% | 0.01% | 307 | +329 | 10.25% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,479 | 373 | 0.0% | 0.0% | 308 | +332 | 10.55% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 3,409 | 365 | 0.01% | 0.05% | 310 | -32,689 | -90.56% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 3,411 | 365 | 0.0% | 0.0% | 309 | +3,396 | 22640.0% | Q4 2025 | Feb 11, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 3,400 | 364 | 0.25% | 0.22% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | No change | 3,400 | 364 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FORA Capital, LLC | History | New | 5,489 | 360 | 0.04% | — | 313 | +5,489 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 3,334 | 357 | 0.01% | 0.18% | 314 | -32,784 | -90.77% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 3,309 | 354 | 0.02% | 0.02% | 315 | +308 | 10.26% | Q4 2025 | Feb 11, 2026 |
| Caerus Investment Advisors, LLC | History | New | 3,278 | 351 | 0.11% | — | 316 | +3,278 | New | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,216 | 344 | 0.08% | 0.01% | 317 | +3,073 | 2148.95% | Q4 2025 | Mar 03, 2026 |
| Sagewood Asset Management LP | History | New | 3,202 | 342 | 0.12% | — | 319 | +3,202 | New | Q4 2025 | Feb 17, 2026 |
| 111 Capital | History | Reduced | 3,200 | 342 | 0.07% | 0.07% | 320 | -492 | -13.33% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,189 | 342 | 0.0% | 0.0% | 318 | +11 | 0.35% | Q4 2025 | Jan 05, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 3,169 | 339 | 0.0% | — | 321 | +3,169 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Trust Company, N.A | History | Added to | 3,145 | 336 | 0.18% | 0.17% | 323 | +30 | 0.96% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,142 | 336 | 0.01% | 0.0% | 322 | -29 | -0.91% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,129 | 335 | 0.0% | 0.0% | 324 | +1,218 | 63.74% | Q4 2025 | Feb 02, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 3,098 | 331 | 0.11% | 0.04% | 325 | +867 | 38.86% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,070 | 328 | 0.0% | 0.0% | 326 | +1,971 | 179.34% | Q4 2025 | Feb 09, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 3,053 | 326 | 0.08% | 0.14% | 327 | -1,853 | -37.77% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 3,033 | 324 | 0.01% | — | 328 | +3,033 | New | Q4 2025 | Feb 05, 2026 |
| RBF Capital, LLC | History | No change | 3,000 | 321 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,983 | 319 | 0.01% | — | 331 | +2,983 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | Reduced | 2,983 | 319 | 0.03% | 0.03% | 332 | -106 | -3.43% | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,988 | 319 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Teza Capital Management LLC | History | New | 2,869 | 307 | 0.99% | — | 333 | +2,869 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,827 | 303 | 0.01% | 0.01% | 334 | +161 | 6.04% | Q4 2025 | Feb 06, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 2,816 | 301 | 0.16% | 0.13% | 335 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| waypoint wealth counsel | History | New | 2,767 | 296 | 0.11% | — | 336 | +2,767 | New | Q4 2025 | Jan 28, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,732 | 292 | 0.02% | — | 337 | +2,732 | New | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,714 | 290 | 0.0% | 0.0% | 338 | -186 | -6.41% | Q4 2025 | Feb 02, 2026 |
| North Dakota State Investment Board | History | New | 2,682 | 287 | 0.01% | — | 339 | +2,682 | New | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 2,676 | 286 | 0.0% | — | 340 | +2,676 | New | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 2,625 | 281 | 0.03% | — | 341 | +2,625 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 2,600 | 278 | 0.0% | 0.0% | 342 | +11 | 0.42% | Q4 2025 | Feb 18, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,586 | 276 | 0.03% | 0.03% | 343 | +20 | 0.78% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | Added to | 2,532 | 271 | 0.0% | 0.0% | 345 | +444 | 21.26% | Q4 2025 | Jan 26, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 2,536 | 271 | 0.01% | 0.01% | 344 | +162 | 6.82% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 2,497 | 267 | 0.0% | 0.01% | 346 | -2,058 | -45.18% | Q4 2025 | Feb 17, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 2,476 | 265 | 0.14% | 0.13% | 347 | -97 | -3.77% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,452 | 262 | 0.0% | — | 348 | +2,452 | New | Q4 2025 | Jan 16, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 2,444 | 262 | 0.08% | — | 349 | +2,444 | New | Q4 2025 | Feb 06, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 2,393 | 256 | 0.02% | — | 350 | +2,393 | New | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 2,441 | 251 | 0.01% | 0.01% | 351 | +36 | 1.5% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 2,335 | 250 | 0.01% | 0.01% | 352 | +273 | 13.24% | Q4 2025 | Jan 05, 2026 |
| EMC Capital Management | History | Reduced | 2,277 | 244 | 0.11% | 0.12% | 353 | -402 | -15.01% | Q4 2025 | Mar 09, 2026 |
| Storgate, LLC | History | New | 2,257 | 241 | 0.2% | — | 354 | +2,257 | New | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 2,246 | 240 | 0.0% | — | 355 | +2,246 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 2,225 | 238 | 0.0% | — | 356 | +2,225 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,219 | 237 | 0.03% | 0.03% | 357 | -18 | -0.8% | Q4 2025 | Jan 08, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 2,209 | 236 | 0.0% | 0.0% | 359 | -4,467 | -66.91% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 2,209 | 236 | 0.0% | — | 358 | +2,209 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 2,209 | 236 | 0.02% | — | 360 | +2,209 | New | Q4 2025 | Feb 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,186 | 234 | 0.0% | 0.01% | 361 | -400 | -15.47% | Q4 2025 | Feb 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 2,154 | 231 | 0.02% | — | 362 | +2,154 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,135 | 228 | 0.0% | 0.01% | 363 | -245,403 | -99.14% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 2,088 | 224 | 0.01% | — | 364 | +2,088 | New | Q4 2025 | Feb 23, 2026 |
| M&T BANK CORP | History | New | 2,054 | 219 | 0.0% | — | 365 | +2,054 | New | Q4 2025 | Jan 30, 2026 |
| DRW Securities, LLC | History | Reduced | 2,033 | 217 | 0.01% | 0.01% | 367 | -2,757 | -57.56% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 2,028 | 217 | 0.11% | — | 368 | +2,028 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,028 | 217 | 0.0% | 0.0% | 366 | -76 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 2,020 | 216 | 0.0% | — | 369 | +2,020 | New | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Reduced | 1,955 | 212 | 0.0% | 0.0% | 370 | -330 | -14.44% | Q4 2025 | Jan 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 1,957 | 209 | 0.01% | — | 371 | +1,957 | New | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management Ltd | History | New | 1,943 | 208 | 0.04% | — | 372 | +1,943 | New | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,946 | 208 | 0.0% | 0.0% | 373 | -685 | -26.04% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,929 | 207 | 0.01% | 0.02% | 374 | -335 | -14.8% | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 1,929 | 206 | 0.02% | — | 376 | +1,929 | New | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,929 | 206 | 0.0% | 0.0% | 375 | -335 | -14.8% | Q4 2025 | Feb 06, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 1,895 | 202 | 0.06% | 0.19% | 377 | -4,479 | -70.27% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,756 | 188 | 0.0% | 0.01% | 378 | -318 | -15.33% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,589 | 170 | 0.0% | — | 379 | +1,589 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,427 | 152 | 0.0% | 0.0% | 380 | +1,309 | 1109.32% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 1,412 | 151 | 0.0% | 0.0% | 381 | +133 | 10.4% | Q4 2025 | Jan 30, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,300 | 139 | 0.04% | — | 382 | +1,300 | New | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,239 | 132 | 0.01% | 0.01% | 383 | -1 | -0.08% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,216 | 130 | 0.0% | 0.0% | 384 | -48 | -3.8% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,090 | 116 | 0.0% | 0.0% | 385 | -652 | -37.43% | Q4 2025 | Feb 12, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 964 | 103 | 0.0% | 0.01% | 386 | -2,434 | -71.63% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Added to | 968 | 103 | 0.03% | 0.03% | 387 | +86 | 9.75% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 945 | 101 | 0.0% | — | 388 | +945 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 870 | 93 | 0.01% | 0.01% | 390 | +173 | 24.82% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 871 | 93 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | Added to | 843 | 90 | 0.0% | 0.0% | 392 | +693 | 462.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 842 | 90 | 0.0% | 0.0% | 391 | +132 | 18.59% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 805 | 86 | 0.05% | 0.06% | 393 | -275 | -25.46% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 803 | 85 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | New | 788 | 84 | 0.0% | — | 395 | +788 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 771 | 83 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 757 | 81 | 0.05% | 0.05% | 397 | -4 | -0.53% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 670 | 71 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 659 | 70 | 0.0% | 0.0% | 399 | +198 | 42.95% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 648 | 69 | 0.0% | 0.0% | 400 | -42 | -6.09% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 558 | 59 | 0.0% | 0.0% | 401 | +510 | 1062.5% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 560 | 59 | 0.0% | 0.0% | 402 | -272 | -32.69% | Q4 2025 | Jan 16, 2026 |
| North Star Investment Management Corp. | History | Added to | 524 | 56 | 0.0% | 0.0% | 403 | +29 | 5.86% | Q4 2025 | Jan 30, 2026 |
| Bayforest Capital Ltd | History | New | 509 | 54 | 0.04% | — | 404 | +509 | New | Q4 2025 | Jan 27, 2026 |
| DV EQUITIES, LLC | History | New | 500 | 53 | 0.01% | — | 405 | +500 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 475 | 51 | 0.0% | — | 406 | +475 | New | Q4 2025 | Jan 22, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 471 | 47 | 0.0% | — | 407 | +471 | New | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 365 | 39 | 0.0% | 0.0% | 408 | +29 | 8.63% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 347 | 37 | 0.0% | 0.0% | 409 | -142 | -29.04% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 345 | 36 | 0.0% | 0.0% | 410 | +291 | 538.89% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 344 | 36 | 0.0% | 0.0% | 411 | +46 | 15.44% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 319 | 34 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 313 | 33 | 0.0% | 0.0% | 413 | -322 | -50.71% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | No change | 293 | 31 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Activest Wealth Management | History | New | 279 | 29 | 0.01% | — | 415 | +279 | New | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 226 | 24 | 0.0% | — | 416 | +226 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 219 | 23 | 0.0% | 0.0% | 418 | -639 | -74.48% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Reduced | 221 | 23 | 0.0% | 0.0% | 419 | -54 | -19.64% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 217 | 23 | 0.0% | 0.0% | 417 | -14 | -6.06% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | New | 200 | 21 | 0.0% | — | 420 | +200 | New | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 184 | 19 | 0.01% | 0.02% | 422 | -43 | -18.94% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | No change | 186 | 19 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 170 | 18 | 0.0% | 0.0% | 423 | -17 | -9.09% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 157 | 17 | 0.0% | 0.0% | 424 | +28 | 21.71% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 158 | 16 | 0.0% | — | 425 | +158 | New | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 150 | 16 | 0.01% | — | 426 | +150 | New | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 137 | 14 | 0.0% | 0.04% | 427 | -1,644 | -92.31% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 117 | 12 | 0.0% | 0.0% | 428 | +20 | 20.62% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 115 | 12 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 111 | 11 | 0.0% | 0.0% | 431 | +27 | 32.14% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | Reduced | 111 | 11 | 0.0% | 0.0% | 432 | -10 | -8.26% | Q4 2025 | Jan 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 111 | 11 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 99 | 10 | 0.0% | 0.0% | 435 | +37 | 59.68% | Q4 2025 | Feb 24, 2026 |
| Manchester Capital Management LLC | History | Added to | 98 | 10 | 0.0% | 0.0% | 433 | +28 | 40.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 98 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GoalVest Advisory LLC | History | New | 78 | 8 | 0.0% | — | 437 | +78 | New | Q4 2025 | Jan 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 77 | 8 | 0.0% | — | 436 | +77 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 70 | 7 | 0.0% | 0.02% | 439 | -4,079 | -98.31% | Q4 2025 | Jan 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 74 | 7 | 0.0% | — | 438 | +74 | New | Q4 2025 | Jan 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 70 | 7 | 0.0% | 0.0% | 440 | -1 | -1.41% | Q4 2025 | Feb 23, 2026 |
| LRI Investments, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 58 | 6 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 65 | 6 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 53 | 5 | 0.0% | — | 445 | +53 | New | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 55 | 5 | 0.0% | 0.0% | 444 | +1 | 1.85% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 41 | 4 | 0.0% | — | 446 | +41 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 41 | 4 | 0.0% | — | 449 | +35 | 583.33% | Q4 2025 | Jan 12, 2026 |
| J.Safra Asset Management Corp | History | Added to | 43 | 4 | 0.0% | 0.0% | 447 | +26 | 152.94% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 40 | 4 | 0.0% | 0.0% | 448 | -11 | -21.57% | Q4 2025 | Jan 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 37 | 3 | 0.0% | — | 451 | +37 | New | Q4 2025 | Feb 05, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 29 | 3 | 0.0% | — | 452 | +29 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 29 | 3 | 0.0% | — | 454 | +29 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 31 | 3 | 0.0% | 0.0% | 450 | +11 | 55.0% | Q4 2025 | Jan 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 150 | 2 | 0.0% | — | 455 | +150 | New | Q4 2025 | Jan 30, 2026 |
| Ares Financial Consulting, LLC | History | New | 26 | 2 | 0.0% | — | 459 | +26 | New | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 25 | 2 | 0.0% | — | 458 | +25 | New | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | No change | 25 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 461 | -23 | -69.7% | Q4 2025 | Jan 29, 2026 |
| ORG Partners LLC | History | New | 17 | 1 | 0.0% | — | 463 | +17 | New | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 16 | 1 | 0.0% | — | 467 | +16 | New | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | New | 13 | 1 | 0.0% | — | 460 | +13 | New | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | New | 12 | 1 | 0.0% | — | 465 | +12 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 10 | 1 | 0.0% | — | 466 | +10 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 464 | -1 | -5.26% | Q4 2025 | Jan 07, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| STONE POINT CAPITAL LLC | History | Closed out | 0 | 0 | — | 85.68% | — | -2,404,133 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -1,440,701 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Watchtower Advisors, LP | History | Closed out | 0 | 0 | — | 6.7% | — | -150,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -135,400 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -124,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,661 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Westover Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -28,325 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -22,747 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 8 | 0 | — | 0.0% | — | -14,139 | -99.94% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 5.27% | — | -11,491 | -100.0% | Q3 2025 | Feb 17, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.22% | — | -10,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -10,374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.27% | — | -9,763 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -8,651 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,707 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -7,678 | -100.0% | Q3 2025 | Nov 06, 2025 |
| COZAD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,425 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,349 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cannon Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -6,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,647 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 0.18% | — | -5,189 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,150 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.12% | — | -4,098 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,829 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,523 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.39% | — | -2,906 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Abacus Planning Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,523 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,715 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -647 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -317 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q4 2025 | Jan 09, 2026 |
| Investors Portfolio Services LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 08, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q4 2025 | Feb 02, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 19, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |