Brookfield Asset Management Ltd. - BAM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | History | No change | 1,193,021,145 | 62,502,377 | 77.4% | 79.13% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Partners Value Investments L.P. | History | No change | 30,789,564 | 1,613,065 | 15.07% | 16.23% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,178,358 | 1,057,145 | 0.17% | — | 3 | +20,178,358 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 17,723,182 | 928,414 | 0.01% | 0.01% | 4 | +297,790 | 1.71% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 16,375,325 | 857,862 | 0.04% | 0.05% | 5 | -1,372,792 | -7.73% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 15,769,066 | 827,135 | 0.67% | 0.71% | 6 | +315,036 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Capital International Investors | History | Reduced | 13,311,859 | 697,408 | 0.11% | 0.15% | 7 | -2,771,015 | -17.23% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,499,224 | 654,775 | 0.23% | 0.25% | 8 | +936,561 | 8.1% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 9,861,244 | 518,282 | 0.61% | 0.73% | 9 | -674,941 | -6.41% | Q4 2025 | Feb 18, 2026 |
| FIL Ltd | History | Reduced | 9,821,508 | 514,492 | 0.39% | 0.57% | 10 | -3,006,694 | -23.44% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 7,863,457 | 411,972 | 0.21% | 0.21% | 11 | +533,639 | 7.28% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 5,503,768 | 288,342 | 0.0% | 0.01% | 12 | +93,725 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Capital World Investors | History | Reduced | 5,066,494 | 265,427 | 0.04% | 0.12% | 13 | -10,381,941 | -67.2% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 5,028,864 | 263,444 | 0.03% | — | 14 | +5,028,864 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,853,861 | 255,449 | 0.62% | 0.4% | 15 | +2,415,593 | 99.07% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,604,648 | 245,496 | 0.02% | 0.02% | 16 | +310,049 | 7.22% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,602,614 | 241,566 | 0.2% | — | 17 | +4,602,614 | New | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 4,506,208 | 236,080 | 0.08% | 0.08% | 18 | -300,764 | -6.26% | Q4 2025 | Jan 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,312,939 | 225,954 | 0.36% | 0.33% | 19 | +1,092,851 | 33.94% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 3,944,483 | 206,651 | 0.01% | 0.01% | 20 | +379,576 | 10.65% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 3,690,018 | 193,320 | 0.01% | 0.01% | 21 | +60,331 | 1.66% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 3,577,744 | 187,421 | 0.49% | 0.7% | 22 | -326,933 | -8.37% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,466,570 | 182,099 | 0.97% | 1.08% | 23 | -60,098 | -1.7% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,385,090 | 177,344 | 0.03% | 0.0% | 24 | +3,062,339 | 948.82% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,220,306 | 168,717 | 0.13% | 0.1% | 25 | +801,500 | 33.14% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,106,751 | 162,762 | 0.01% | 0.01% | 26 | -66,480 | -2.1% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 3,027,043 | 158,572 | 0.23% | 0.23% | 27 | +746,355 | 32.72% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,726,585 | 142,489 | 0.13% | 0.2% | 28 | -845,744 | -23.67% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,522,370 | 132,135 | 0.09% | 0.07% | 29 | +802,696 | 46.68% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 2,343,841 | 122,933 | 0.03% | 0.03% | 30 | -21,868 | -0.92% | Q4 2025 | Feb 09, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 2,282,237 | 119,723 | 2.09% | 2.35% | 31 | -84,588 | -3.57% | Q4 2025 | Feb 12, 2026 |
| MARKEL GROUP INC. | History | No change | 2,193,953 | 114,941 | 0.92% | 1.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,034,379 | 106,581 | 0.01% | 0.01% | 33 | +440,952 | 27.67% | Q4 2025 | Mar 25, 2026 |
| COOKE & BIELER LP | History | Added to | 2,001,903 | 104,879 | 1.09% | 0.79% | 34 | +655,009 | 48.63% | Q4 2025 | Feb 09, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,936,911 | 101,596 | 0.62% | 0.72% | 35 | -165,065 | -7.85% | Q4 2025 | Feb 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 1,862,722 | 97,579 | 0.51% | 0.78% | 36 | -528,591 | -22.1% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,835,120 | 96,141 | 0.27% | 0.47% | 37 | -1,342,003 | -42.24% | Q4 2025 | Feb 09, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,801,474 | 94,379 | 1.09% | 1.2% | 38 | -106,577 | -5.59% | Q4 2025 | Feb 04, 2026 |
| TORONTO DOMINION BANK | History | Added to | 1,730,651 | 90,664 | 0.13% | 0.08% | 39 | +864,214 | 99.74% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,682,808 | 88,162 | 0.01% | 0.02% | 40 | -226,839 | -11.88% | Q4 2025 | Feb 19, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,480,469 | 77,656 | 0.34% | 0.21% | 41 | +637,816 | 75.69% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,480,038 | 77,539 | 0.0% | 0.01% | 42 | -125,861 | -7.84% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,469,635 | 76,935 | 0.48% | 0.53% | 43 | +14,777 | 1.02% | Q4 2025 | Jan 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,389,690 | 72,805 | 0.04% | — | 44 | +1,389,690 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,370,902 | 70,879 | 0.1% | 0.12% | 45 | +4,113 | 0.3% | Q4 2025 | Mar 09, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,262,879 | 66,107 | 0.27% | 0.28% | 46 | +93,914 | 8.03% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 1,111,922 | 58,329 | 0.15% | 0.17% | 47 | -31,468 | -2.75% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,049,330 | 54,994 | 0.01% | 0.02% | 48 | +24,894 | 2.43% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,042,809 | 54,632 | 0.01% | 0.01% | 49 | +117,331 | 12.68% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,040,438 | 54,508 | 0.01% | 0.01% | 50 | -53,572 | -4.9% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,037,570 | 54,358 | 0.08% | 0.08% | 51 | +65,033 | 6.69% | Q4 2025 | Feb 10, 2026 |
| BAMCO INC /NY/ | History | No change | 984,871 | 51,597 | 0.14% | 0.15% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 937,887 | 49,135 | 1.02% | 1.07% | 53 | +1,614 | 0.17% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 886,932 | 46,466 | 0.02% | 0.01% | 54 | +118,796 | 15.47% | Q4 2025 | Feb 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 800,000 | 41,911 | 0.07% | 0.02% | 55 | +600,000 | 300.0% | Q4 2025 | Feb 13, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 782,558 | 40,992 | 1.18% | 1.02% | 56 | +191,998 | 32.51% | Q4 2025 | Feb 02, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 782,236 | 40,981 | 0.03% | 0.04% | 57 | -108,011 | -12.13% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 772,523 | 40,464 | 0.15% | 0.17% | 58 | -6,711 | -0.86% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 611,427 | 32,032 | 0.01% | 0.03% | 59 | -666,259 | -52.15% | Q4 2025 | Feb 17, 2026 |
| GFI Investment Counsel Ltd. | History | New | 588,390 | 30,843 | 3.5% | — | 60 | +588,390 | New | Q4 2025 | Feb 25, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 573,553 | 30,051 | 0.84% | 0.99% | 61 | -49,733 | -7.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 567,780 | 29,745 | 0.0% | 0.01% | 62 | -330,814 | -36.81% | Q4 2025 | Jan 29, 2026 |
| Alberta Investment Management Corp | History | Reduced | 531,167 | 27,825 | 0.16% | 0.25% | 63 | -81,300 | -13.27% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 502,117 | 26,305 | 0.0% | 0.01% | 64 | -9,335 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Sather Financial Group Inc | History | Reduced | 482,740 | 25,290 | 1.36% | 1.5% | 65 | -1,816 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Amundi | History | Added to | 472,894 | 24,774 | 0.01% | 0.01% | 66 | +4,517 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 458,525 | 24,022 | 0.26% | 0.3% | 67 | -25,365 | -5.24% | Q4 2025 | Jan 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 452,300 | 23,695 | 0.03% | 0.03% | 68 | -13,300 | -2.86% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 442,328 | 23,173 | 0.02% | — | 69 | +442,328 | New | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 436,978 | 22,893 | 0.12% | — | 70 | +436,978 | New | Q4 2025 | Feb 09, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | Added to | 421,200 | 22,193 | 6.68% | 6.44% | 71 | +7,100 | 1.71% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 413,458 | 21,661 | 0.09% | 0.09% | 72 | -12,637 | -2.97% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 405,400 | 21,238 | 0.0% | 0.0% | 73 | -52,794 | -11.52% | Q4 2025 | Feb 17, 2026 |
| Broad Run Investment Management, LLC | History | Reduced | 403,356 | 21,131 | 3.92% | 3.76% | 74 | -254 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Addenda Capital Inc. | History | Reduced | 279,027 | 20,062 | 0.59% | 0.66% | 75 | -2,990 | -1.06% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 371,764 | 19,479 | 0.01% | 0.01% | 76 | -36,539 | -8.95% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 352,261 | 18,454 | 0.03% | 0.04% | 77 | -13,914 | -3.8% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 345,282 | 18,089 | 0.24% | 0.27% | 78 | -6,049 | -1.72% | Q4 2025 | Feb 13, 2026 |
| MCDONALD CAPITAL INVESTORS INC/CA | History | Reduced | 342,784 | 17,958 | 1.1% | 1.27% | 79 | -14,869 | -4.16% | Q4 2025 | Jan 30, 2026 |
| AVIVA PLC | History | Added to | 341,609 | 17,908 | 0.03% | 0.03% | 80 | +28,706 | 9.17% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 340,953 | 17,883 | 0.03% | 0.03% | 81 | -11,069 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 330,204 | 17,303 | 0.05% | 0.03% | 82 | +145,476 | 78.75% | Q4 2025 | Feb 11, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 326,021 | 17,102 | 0.66% | 0.73% | 83 | -20,463 | -5.91% | Q4 2025 | Feb 06, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 321,897 | 16,884 | 0.21% | 0.22% | 84 | -7,399 | -2.25% | Q4 2025 | Jan 29, 2026 |
| Guardian Partners Inc. | History | Added to | 340,315 | 16,831 | 1.35% | 1.46% | 85 | +31,051 | 10.04% | Q4 2025 | Feb 17, 2026 |
| Capital International, Inc./CA/ | History | Reduced | 315,509 | 16,529 | 0.13% | 0.18% | 86 | -73,115 | -18.81% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 312,868 | 16,391 | 0.01% | 0.01% | 87 | -3,387 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 298,000 | 15,631 | 0.16% | — | 88 | +298,000 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 296,743 | 15,559 | 0.06% | 0.06% | 89 | -3,623 | -1.21% | Q4 2025 | Feb 02, 2026 |
| America First Investment Advisors, LLC | History | Reduced | 290,524 | 15,220 | 2.77% | 4.67% | 90 | -150,950 | -34.19% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 289,430 | 15,163 | 0.08% | 0.1% | 91 | +189 | 0.07% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 287,525 | 15,063 | 0.02% | — | 92 | +287,525 | New | Q4 2025 | Feb 12, 2026 |
| Korea Investment CORP | History | Added to | 286,386 | 15,021 | 0.03% | 0.03% | 93 | +2,337 | 0.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 276,469 | 14,638 | 0.0% | 0.0% | 94 | -77,135 | -21.81% | Q4 2025 | Feb 17, 2026 |
| BRUNI J V & CO /CO | History | Reduced | 276,057 | 14,462 | 1.42% | 1.61% | 95 | -3,889 | -1.39% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 271,858 | 14,244 | 0.0% | 0.0% | 96 | -18,133 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 267,852 | 14,028 | 1.06% | 1.13% | 97 | -3,005 | -1.11% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 267,255 | 14,001 | 0.0% | 0.0% | 98 | +15,544 | 6.18% | Q4 2025 | Feb 18, 2026 |
| Capital International Sarl | History | Reduced | 264,924 | 13,879 | 0.22% | 0.26% | 99 | -3,573 | -1.33% | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 256,295 | 13,449 | 0.37% | 0.44% | 100 | +2,083 | 0.82% | Q4 2025 | Feb 10, 2026 |
| SIG North Trading, ULC | History | Added to | 251,771 | 13,190 | 0.24% | 0.22% | 102 | +56,848 | 29.16% | Q4 2025 | Feb 17, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Added to | 251,758 | 13,190 | 1.2% | 1.1% | 101 | +35,200 | 16.25% | Q4 2025 | Feb 09, 2026 |
| QV Investors Inc. | History | Reduced | 249,744 | 13,100 | 1.07% | 1.33% | 103 | -19,314 | -7.18% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 243,611 | 12,762 | 0.19% | 0.21% | 104 | -5,503 | -2.21% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 242,595 | 12,710 | 0.03% | 0.03% | 105 | +7,872 | 3.35% | Q4 2025 | Feb 11, 2026 |
| Partners Group Holding AG | History | New | 231,951 | 12,151 | 0.82% | — | 106 | +231,951 | New | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 226,137 | 11,847 | 0.01% | 0.01% | 107 | +6,652 | 3.03% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 212,507 | 11,135 | 0.03% | 0.04% | 108 | +1,334 | 0.63% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 209,713 | 10,986 | 0.01% | 0.01% | 109 | -685 | -0.33% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 208,694 | 10,933 | 0.02% | 0.02% | 110 | +48,680 | 30.42% | Q4 2025 | Feb 12, 2026 |
| MUFG Securities EMEA plc | History | New | 200,000 | 10,479 | 0.12% | — | 111 | +200,000 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 195,648 | 10,249 | 0.0% | — | 112 | +195,648 | New | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 195,529 | 10,244 | 0.01% | 0.01% | 113 | +46,436 | 31.15% | Q4 2025 | Feb 13, 2026 |
| APG Asset Management N.V. | History | Reduced | 228,153 | 10,189 | 0.03% | 0.04% | 114 | -30,447 | -11.77% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 193,092 | 10,117 | 0.0% | 0.0% | 115 | +13,366 | 7.44% | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 190,473 | 9,978 | 0.13% | 0.13% | 116 | -174 | -0.09% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 199,714 | 9,977 | 0.03% | 0.04% | 117 | -9,844 | -4.7% | Q4 2025 | Feb 18, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 184,832 | 9,683 | 0.38% | 0.45% | 118 | -7,068 | -3.68% | Q4 2025 | Feb 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 181,049 | 9,485 | 1.81% | 2.0% | 119 | +4,676 | 2.65% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 180,422 | 9,463 | 0.0% | 0.01% | 120 | -27,620 | -13.28% | Q4 2025 | Feb 13, 2026 |
| SUMMITRY LLC | History | Added to | 162,090 | 8,491 | 0.35% | 0.37% | 121 | +9,709 | 6.37% | Q4 2025 | Feb 09, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 161,871 | 8,490 | 0.01% | 0.01% | 122 | -678 | -0.42% | Q4 2025 | Jan 29, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 160,214 | 8,394 | 0.03% | 0.09% | 123 | -360,942 | -69.26% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 159,218 | 8,340 | 0.05% | 0.04% | 124 | +36,553 | 29.8% | Q4 2025 | Feb 11, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 158,949 | 8,327 | 1.27% | 1.35% | 125 | +8,813 | 5.87% | Q4 2025 | Feb 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 154,231 | 8,080 | 0.63% | 0.71% | 126 | -30,118 | -16.34% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 150,318 | 7,875 | 0.0% | 0.0% | 127 | +3,665 | 2.5% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 149,532 | 7,834 | 0.01% | 0.01% | 128 | +2,388 | 1.62% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | Reduced | 146,837 | 7,692 | 0.27% | 0.32% | 129 | -7,991 | -5.16% | Q4 2025 | Feb 11, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 145,372 | 7,615 | 0.17% | 0.2% | 130 | -4,010 | -2.68% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 143,882 | 7,547 | 0.02% | — | 131 | +143,882 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 143,789 | 7,533 | 0.0% | 0.0% | 132 | +133,366 | 1279.54% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 140,878 | 7,380 | 0.46% | 0.49% | 133 | +9,531 | 7.26% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 137,021 | 7,182 | 0.01% | 0.02% | 134 | +38,095 | 38.51% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 129,539 | 6,786 | 0.04% | 0.05% | 135 | -611 | -0.47% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 126,906 | 6,648 | 0.0% | 0.0% | 136 | +7,039 | 5.87% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 122,673 | 6,426 | 0.0% | 0.01% | 137 | -131,502 | -51.74% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 119,675 | 6,269 | 0.01% | 0.01% | 138 | +36,876 | 44.54% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 119,494 | 6,260 | 0.01% | 0.01% | 139 | +71,129 | 147.07% | Q4 2025 | Jan 09, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 119,311 | 6,250 | 0.6% | 0.78% | 140 | -27,571 | -18.77% | Q4 2025 | Feb 11, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | History | Added to | 118,600 | 6,213 | 0.88% | 0.8% | 141 | +16,500 | 16.16% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 116,245 | 6,098 | 0.01% | 0.01% | 142 | -30,295 | -20.67% | Q4 2025 | Feb 17, 2026 |
| Smith Salley Wealth Management | History | Reduced | 112,689 | 5,903 | 0.29% | 0.34% | 143 | -1,759 | -1.54% | Q4 2025 | Jan 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 103,903 | 5,450 | 0.01% | 0.02% | 144 | -26,710 | -20.45% | Q4 2025 | Jan 27, 2026 |
| Woodbridge CO LTD | History | No change | 103,216 | 5,407 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewGen Asset Management Ltd | History | Added to | 100,000 | 5,239 | 3.23% | 1.06% | 146 | +25,000 | 33.33% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 98,860 | 5,179 | 0.16% | 0.18% | 147 | +788 | 0.8% | Q4 2025 | Feb 10, 2026 |
| Cumberland Partners Ltd | History | Reduced | 98,515 | 5,166 | 0.32% | 0.47% | 148 | -27,500 | -21.82% | Q4 2025 | Feb 06, 2026 |
| Capula Management Ltd | History | Reduced | 90,852 | 5,161 | 0.03% | 0.04% | 149 | -36,016 | -28.39% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | Added to | 97,661 | 5,116 | 0.38% | 0.41% | 150 | +3,540 | 3.76% | Q4 2025 | Feb 12, 2026 |
| FORSTA AP-FONDEN | History | Added to | 96,800 | 5,077 | 0.03% | 0.03% | 151 | +3,500 | 3.75% | Q4 2025 | Feb 10, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 96,068 | 5,039 | 0.02% | 0.03% | 152 | +828 | 0.87% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 95,352 | 4,995 | 0.0% | 0.0% | 153 | +82,344 | 633.03% | Q4 2025 | Feb 11, 2026 |
| BECK MACK & OLIVER LLC | History | Reduced | 94,128 | 4,931 | 0.09% | 0.1% | 154 | -2,899 | -2.99% | Q4 2025 | Feb 12, 2026 |
| WEST BANCORPORATION INC | History | No change | 93,091 | 4,877 | 2.56% | 2.95% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 92,942 | 4,869 | 0.17% | 0.19% | 156 | +809 | 0.88% | Q4 2025 | Feb 12, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 87,377 | 4,577 | 0.13% | 0.14% | 157 | -724 | -0.82% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 82,661 | 4,330 | 0.02% | 0.03% | 158 | -1,127 | -1.35% | Q4 2025 | Feb 12, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 80,154 | 4,199 | 0.15% | 0.13% | 159 | +10,437 | 14.97% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 79,860 | 4,183 | 0.01% | 0.01% | 160 | +1,635 | 2.09% | Q4 2025 | Feb 13, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 79,245 | 4,151 | 1.27% | 1.43% | 161 | -1,157 | -1.44% | Q4 2025 | Jan 22, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 78,065 | 4,089 | 0.19% | 0.21% | 162 | -3,419 | -4.2% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 77,070 | 4,037 | 0.0% | 0.0% | 163 | +9,869 | 14.69% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 76,518 | 4,008 | 0.01% | 0.01% | 164 | +12,618 | 19.75% | Q4 2025 | Feb 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 75,000 | 3,929 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BCV Asset Management Inc. | History | New | 54,269 | 3,857 | 0.1% | — | 166 | +54,269 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 73,148 | 3,841 | 0.0% | 0.0% | 167 | -7,371 | -9.15% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 72,947 | 3,820 | 0.02% | — | 168 | +72,947 | New | Q4 2025 | Feb 04, 2026 |
| 2Xideas AG | History | Reduced | 71,367 | 3,742 | 1.05% | 2.2% | 169 | -112,112 | -61.1% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 71,000 | 3,719 | 0.01% | 0.0% | 170 | +17,506 | 32.73% | Q4 2025 | Mar 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 70,000 | 3,667 | 0.01% | 0.1% | 171 | -350,000 | -83.33% | Q4 2025 | Jan 28, 2026 |
| SOL Capital Management CO | History | Added to | 69,741 | 3,654 | 0.33% | 0.35% | 172 | +846 | 1.23% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Reduced | 66,542 | 3,486 | 0.0% | 0.01% | 173 | -5,718 | -7.91% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 79,236 | 3,434 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Reduced | 65,100 | 3,415 | 0.02% | 0.03% | 175 | -9,400 | -12.62% | Q4 2025 | Jan 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 64,909 | 3,400 | 0.1% | 0.11% | 176 | -73 | -0.11% | Q4 2025 | Feb 12, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 64,883 | 3,399 | 0.24% | 0.28% | 177 | -3,500 | -5.12% | Q4 2025 | Jan 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 63,975 | 3,351 | 0.34% | 0.35% | 178 | -8,454 | -11.67% | Q4 2025 | Jan 20, 2026 |
| Utah Retirement Systems | History | No change | 63,103 | 3,308 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 61,925 | 3,301 | 0.01% | 0.01% | 180 | +274 | 0.44% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,765 | 3,288 | 0.0% | 0.0% | 181 | -117,147 | -65.11% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | Reduced | 61,707 | 3,236 | 0.01% | 0.02% | 182 | -3,359 | -5.16% | Q4 2025 | Feb 06, 2026 |
| AIA Group Ltd | History | Reduced | 61,635 | 3,229 | 0.05% | 0.08% | 183 | -19,436 | -23.97% | Q4 2025 | Feb 09, 2026 |
| USS Investment Management Ltd | History | No change | 61,561 | 3,223 | 0.01% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Added to | 61,124 | 3,202 | 0.17% | 0.19% | 185 | +15,744 | 34.69% | Q4 2025 | Feb 13, 2026 |
| Harvest Portfolios Group Inc. | History | New | 59,880 | 3,136 | 0.05% | — | 186 | +59,880 | New | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 58,726 | 3,076 | 0.03% | 0.03% | 187 | -3,515 | -5.65% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,249 | 3,051 | 0.0% | 0.0% | 188 | +49,447 | 561.77% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 57,408 | 3,007 | 0.01% | 0.01% | 189 | +17,392 | 43.46% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 56,953 | 2,919 | 0.07% | 0.09% | 190 | -5,093 | -8.21% | Q4 2025 | Jan 28, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Reduced | 55,556 | 2,910 | 0.87% | 0.62% | 191 | -4,314 | -7.21% | Q4 2025 | Jan 20, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 55,534 | 2,909 | 1.26% | 1.28% | 192 | +3,335 | 6.39% | Q4 2025 | Jan 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 55,471 | 2,905 | 0.0% | 0.0% | 193 | -44,981 | -44.78% | Q4 2025 | Feb 13, 2026 |
| Tacita Capital Inc | History | Added to | 55,331 | 2,900 | 1.68% | 1.79% | 194 | +3,323 | 6.39% | Q4 2025 | Feb 11, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 54,262 | 2,842 | 1.48% | 1.7% | 195 | +699 | 1.31% | Q4 2025 | Jan 28, 2026 |
| Point72 Asset Management, L.P. | History | New | 52,839 | 2,767 | 0.0% | — | 196 | +52,839 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 52,815 | 2,766 | 0.0% | 0.0% | 197 | -1,216 | -2.25% | Q4 2025 | Feb 06, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 51,496 | 2,697 | 0.52% | 0.37% | 198 | +15,855 | 44.49% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,237 | 2,687 | 0.0% | 0.0% | 199 | -4,715 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Gold Investment Management Ltd. | History | Added to | 50,156 | 2,627 | 0.84% | 0.92% | 200 | +1,803 | 3.73% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 49,387 | 2,587 | 0.0% | 0.0% | 201 | +10,678 | 27.59% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS | History | No change | 47,632 | 2,500 | 0.07% | 0.08% | 202 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investment Management Corp of Ontario | History | Added to | 46,133 | 2,416 | 0.03% | 0.01% | 203 | +32,062 | 227.86% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 46,079 | 2,414 | 0.05% | 0.05% | 204 | -2,095 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Lipe & Dalton | History | Reduced | 44,591 | 2,336 | 1.15% | 1.3% | 205 | -1,414 | -3.07% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 43,847 | 2,297 | 0.03% | 0.03% | 206 | +260 | 0.6% | Q4 2025 | Feb 09, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 43,394 | 2,273 | 0.31% | 0.35% | 207 | -254 | -0.58% | Q4 2025 | Jan 23, 2026 |
| Strategic Advisors LLC | History | New | 42,240 | 2,212 | 0.35% | — | 208 | +42,240 | New | Q4 2025 | Feb 10, 2026 |
| Adalta Capital Management LLC | History | Reduced | 42,178 | 2,209 | 0.99% | 1.1% | 209 | -475 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 41,746 | 2,187 | 0.0% | 0.0% | 210 | -9,326 | -18.26% | Q4 2025 | Feb 13, 2026 |
| Moerus Capital Management LLC | History | Reduced | 41,318 | 2,164 | 0.93% | 0.96% | 211 | -48 | -0.12% | Q4 2025 | Feb 12, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 40,701 | 2,133 | 0.06% | 0.07% | 212 | +5,100 | 14.33% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 29,352 | 2,118 | 0.0% | — | 213 | +29,352 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 40,300 | 2,111 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 40,278 | 2,110 | 0.49% | 0.35% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 39,286 | 2,058 | 0.13% | 0.34% | 216 | -49,792 | -55.9% | Q4 2025 | Jan 22, 2026 |
| Walleye Trading LLC | History | Added to | 38,700 | 2,027 | 0.0% | 0.0% | 217 | +20,400 | 111.48% | Q4 2025 | Feb 13, 2026 |
| Rezny Wealth Management, Inc. | History | New | 38,654 | 2,025 | 0.41% | — | 218 | +38,654 | New | Q4 2025 | Feb 03, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 38,469 | 2,015 | 0.01% | — | 219 | +38,469 | New | Q4 2025 | Feb 17, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 37,064 | 1,941 | 0.88% | 1.0% | 220 | -780 | -2.06% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,594 | 1,864 | 0.0% | 0.0% | 221 | -22,552 | -38.79% | Q4 2025 | Feb 12, 2026 |
| Cannell & Spears LLC | History | Reduced | 35,591 | 1,864 | 0.03% | 0.04% | 222 | -246 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 35,021 | 1,834 | 0.24% | 0.25% | 223 | +2,785 | 8.64% | Q4 2025 | Feb 12, 2026 |
| Avanza Fonder AB | History | No change | 25,249 | 1,815 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Machina Capital S.A.S. | History | Added to | 34,485 | 1,806 | 0.34% | 0.32% | 225 | +2,137 | 6.61% | Q4 2025 | Feb 10, 2026 |
| SPROTT INC. | History | Added to | 34,312 | 1,797 | 0.06% | 0.06% | 226 | +4,595 | 15.46% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 34,279 | 1,795 | 0.02% | 0.02% | 227 | -411 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | Reduced | 33,679 | 1,764 | 0.29% | 0.34% | 228 | -2,153 | -6.01% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,658 | 1,763 | 0.0% | 0.0% | 229 | +3,070 | 10.04% | Q4 2025 | Mar 16, 2026 |
| Ervin Investment Management, LLC | History | Reduced | 33,037 | 1,730 | 0.97% | 1.09% | 230 | -524 | -1.56% | Q4 2025 | Jan 23, 2026 |
| XPONANCE LLC | History | Added to | 32,620 | 1,708 | 0.01% | 0.01% | 231 | +1,075 | 3.41% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 30,925 | 1,620 | 0.0% | 0.0% | 232 | -20,800 | -40.21% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,276 | 1,614 | 0.0% | 0.0% | 233 | -5,446 | -15.68% | Q4 2025 | Jan 08, 2026 |
| XTX Topco Ltd | History | Added to | 29,823 | 1,562 | 0.04% | 0.02% | 234 | +22,355 | 299.34% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 28,914 | 1,514 | 0.0% | 0.0% | 235 | +3,682 | 14.59% | Q4 2025 | Jan 30, 2026 |
| Radnor Capital Management, LLC | History | Added to | 28,239 | 1,479 | 0.22% | 0.07% | 236 | +19,874 | 237.59% | Q4 2025 | Feb 06, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 28,131 | 1,473 | 0.34% | 0.4% | 237 | +52 | 0.19% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,600 | 1,445 | 0.0% | 0.0% | 238 | +1,356 | 5.17% | Q4 2025 | Feb 13, 2026 |
| HERBST GROUP, LLC | History | New | 27,225 | 1,426 | 0.84% | — | 239 | +27,225 | New | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 26,193 | 1,372 | 0.03% | 0.03% | 240 | -3,948 | -13.1% | Q4 2025 | Feb 04, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 25,990 | 1,361 | 0.32% | 0.36% | 241 | -528 | -1.99% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 25,656 | 1,344 | 0.01% | — | 242 | +25,656 | New | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 25,631 | 1,342 | 0.0% | 0.0% | 243 | -1,006 | -3.78% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 25,577 | 1,339 | 0.01% | 0.01% | 244 | +71 | 0.28% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 25,177 | 1,319 | 0.09% | 0.1% | 245 | -625 | -2.42% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 24,989 | 1,309 | 0.0% | 0.0% | 246 | -2,273 | -8.34% | Q4 2025 | Feb 17, 2026 |
| Kentucky Retirement Systems | History | No change | 24,007 | 1,257 | 0.03% | 0.04% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 23,800 | 1,246 | 0.0% | 0.0% | 248 | -432 | -1.78% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,414 | 1,227 | 0.01% | 0.01% | 249 | -12,510 | -34.82% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 23,323 | 1,221 | 0.0% | 0.0% | 250 | -25,546 | -52.27% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 23,302 | 1,220 | 0.0% | 0.01% | 251 | -38,998 | -62.6% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 23,302 | 1,220 | 0.03% | 0.03% | 252 | +256 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Lincoln Capital LLC | History | Reduced | 22,807 | 1,194 | 0.22% | 0.25% | 253 | -212 | -0.92% | Q4 2025 | Jan 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 22,692 | 1,188 | 0.02% | 0.02% | 254 | +5,574 | 32.56% | Q4 2025 | Feb 12, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | No change | 22,505 | 1,179 | 3.98% | 4.2% | 255 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 22,369 | 1,173 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | Reduced | 22,139 | 1,159 | 0.0% | 0.01% | 257 | -21,148 | -48.86% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,071 | 1,156 | 0.0% | 0.0% | 258 | +2,068 | 10.34% | Q4 2025 | Feb 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 23,713 | 1,117 | 0.24% | 0.28% | 259 | +1,680 | 7.62% | Q4 2025 | Feb 05, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 21,067 | 1,103 | 0.17% | 0.21% | 260 | -1,927 | -8.38% | Q4 2025 | Jan 23, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 20,846 | 1,092 | 0.75% | 0.41% | 261 | -4,954 | -19.2% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 20,610 | 1,079 | 0.0% | 0.0% | 262 | +710 | 3.57% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,505 | 1,074 | 0.0% | 0.0% | 263 | +1,824 | 9.76% | Q4 2025 | Feb 12, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 20,500 | 1,074 | 0.1% | 0.14% | 264 | -1,100 | -5.09% | Q4 2025 | Feb 11, 2026 |
| Canal Capital Management, LLC | History | Reduced | 20,471 | 1,072 | 0.15% | 0.8% | 265 | -72,645 | -78.02% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,039 | 1,049 | 0.0% | 0.0% | 266 | +14,724 | 277.03% | Q4 2025 | Feb 10, 2026 |
| Greenland Capital Management LP | History | Reduced | 20,000 | 1,047 | 0.11% | 0.2% | 267 | -15,487 | -43.64% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,936 | 1,044 | 0.0% | 0.0% | 268 | +14,417 | 261.22% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 19,434 | 1,018 | 0.02% | — | 269 | +19,434 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,286 | 1,010 | 0.0% | 0.0% | 270 | +65 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 19,131 | 1,002 | 0.02% | 0.02% | 271 | +269 | 1.43% | Q4 2025 | Jan 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 18,994 | 995 | 0.02% | 0.01% | 272 | +2,684 | 16.46% | Q4 2025 | Feb 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 18,921 | 991 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 18,827 | 986 | 0.07% | — | 274 | +18,827 | New | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 18,670 | 978 | 0.15% | 0.13% | 275 | +3,717 | 24.86% | Q4 2025 | Jan 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,585 | 973 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,222 | 956 | 0.04% | 0.07% | 277 | -4,835 | -20.97% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,153 | 952 | 0.0% | 0.0% | 278 | -14,970 | -45.2% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | No change | 18,478 | 946 | 0.18% | 0.2% | 279 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,973 | 942 | 0.01% | 0.02% | 280 | -20,749 | -53.58% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 17,661 | 925 | 0.03% | 0.03% | 281 | +65 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 17,601 | 922 | 0.02% | 0.02% | 282 | -729 | -3.98% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,513 | 919 | 0.01% | 0.01% | 283 | -1,706 | -8.88% | Q4 2025 | Jan 05, 2026 |
| ALPS ADVISORS INC | History | Reduced | 17,415 | 912 | 0.01% | 0.01% | 284 | -345 | -1.94% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 17,403 | 911 | 0.0% | 0.01% | 285 | +1,060 | 6.49% | Q4 2025 | Feb 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 17,288 | 905 | 0.01% | 0.01% | 286 | +4,300 | 33.11% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 17,165 | 899 | 0.01% | 0.01% | 287 | +226 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 16,520 | 865 | 0.16% | 0.19% | 288 | -590 | -3.45% | Q4 2025 | Jan 06, 2026 |
| Aviso Financial Inc. | History | Added to | 16,137 | 845 | 0.03% | 0.04% | 289 | +537 | 3.44% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 16,082 | 842 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Midway Capital Research & Management | History | New | 15,820 | 828 | 0.81% | — | 291 | +15,820 | New | Q4 2025 | Mar 03, 2026 |
| GABELLI FUNDS LLC | History | New | 15,724 | 823 | 0.01% | — | 292 | +15,724 | New | Q4 2025 | Feb 05, 2026 |
| Laurion Capital Management LP | History | Added to | 15,500 | 812 | 0.03% | 0.01% | 293 | +500 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 15,442 | 809 | 0.01% | 0.02% | 294 | -367 | -2.32% | Q4 2025 | Feb 11, 2026 |
| Generali Asset Management SPA SGR | History | New | 11,219 | 806 | 0.02% | — | 295 | +11,219 | New | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 15,316 | 802 | 0.02% | 0.03% | 296 | -953 | -5.86% | Q4 2025 | Feb 19, 2026 |
| EFG International AG | History | New | 15,091 | 790 | 0.02% | — | 297 | +15,091 | New | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 11,049 | 779 | 0.18% | 0.2% | 298 | -5,459 | -33.07% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 14,867 | 778 | 0.0% | 0.0% | 299 | -921 | -5.83% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 14,675 | 768 | 0.0% | 0.0% | 300 | +8,527 | 138.7% | Q4 2025 | Feb 05, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | New | 14,548 | 762 | 0.08% | — | 301 | +14,548 | New | Q4 2025 | Feb 06, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 14,301 | 749 | 0.29% | 0.27% | 302 | +2,000 | 16.26% | Q4 2025 | Feb 10, 2026 |
| Chicago Capital, LLC | History | No change | 14,284 | 748 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GatePass Capital, LLC | History | New | 13,900 | 728 | 0.38% | — | 304 | +13,900 | New | Q4 2025 | Feb 09, 2026 |
| Engineers Gate Manager LP | History | New | 13,888 | 727 | 0.01% | — | 305 | +13,888 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,577 | 711 | 0.0% | 0.0% | 306 | +337 | 2.55% | Q4 2025 | Feb 02, 2026 |
| FORA Capital, LLC | History | New | 13,525 | 708 | 0.09% | — | 308 | +13,525 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,480 | 708 | 0.0% | 0.0% | 307 | -8,765 | -39.4% | Q4 2025 | Feb 13, 2026 |
| North Dakota State Investment Board | History | New | 13,463 | 705 | 0.03% | — | 309 | +13,463 | New | Q4 2025 | Feb 05, 2026 |
| Clear Trail Advisors, LLC | History | New | 13,328 | 698 | 0.16% | — | 310 | +13,328 | New | Q4 2025 | Jan 09, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 13,295 | 696 | 0.1% | 0.11% | 311 | -168 | -1.25% | Q4 2025 | Jan 21, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 13,283 | 695 | 0.45% | 0.58% | 312 | +811 | 6.5% | Q4 2025 | Jan 26, 2026 |
| St. Louis Trust Co | History | New | 12,899 | 675 | 0.08% | — | 313 | +12,899 | New | Q4 2025 | Feb 09, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | Added to | 12,786 | 669 | 0.02% | 0.02% | 314 | +1,200 | 10.36% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,676 | 664 | 0.01% | 0.01% | 315 | +7,593 | 149.38% | Q4 2025 | Jan 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,620 | 661 | 0.0% | 0.0% | 316 | -3 | -0.02% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 12,612 | 660 | 0.01% | 0.01% | 317 | +670 | 5.61% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 12,566 | 658 | 0.01% | 0.01% | 318 | +1,818 | 16.91% | Q4 2025 | Feb 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 12,570 | 658 | 0.04% | 0.05% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 12,477 | 653 | 0.02% | 0.02% | 320 | +2,256 | 22.07% | Q4 2025 | Jan 06, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 12,354 | 647 | 0.04% | 0.04% | 321 | +1,456 | 13.36% | Q4 2025 | Feb 17, 2026 |
| Corient IA LLC | History | New | 12,260 | 642 | 0.6% | — | 322 | +12,260 | New | Q4 2025 | Feb 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 12,073 | 632 | 0.5% | 0.58% | 323 | +234 | 1.98% | Q4 2025 | Jan 21, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 11,907 | 623 | 0.1% | 0.13% | 324 | +124 | 1.05% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,867 | 621 | 0.0% | 0.0% | 325 | -46 | -0.39% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 11,847 | 620 | 0.02% | — | 326 | +11,847 | New | Q4 2025 | Feb 17, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 11,822 | 619 | 0.19% | 0.21% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allen Investment Management, LLC | History | No change | 11,759 | 616 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 11,638 | 609 | 0.0% | 0.0% | 329 | -10,572 | -47.6% | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | Added to | 11,353 | 606 | 0.27% | 0.23% | 330 | +29 | 0.26% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Added to | 11,545 | 605 | 0.0% | 0.0% | 331 | +2,318 | 25.12% | Q4 2025 | Jan 26, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 11,492 | 602 | 0.0% | 0.0% | 332 | -4,303 | -27.24% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,385 | 596 | 0.0% | 0.0% | 333 | +4,360 | 62.06% | Q4 2025 | Feb 18, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,343 | 594 | 0.01% | 0.01% | 334 | -4,584 | -28.78% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,309 | 592 | 0.0% | 0.01% | 335 | +505 | 4.67% | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Reduced | 11,267 | 590 | 0.01% | 0.0% | 336 | -9,533 | -45.83% | Q4 2025 | Feb 11, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 11,264 | 590 | 0.12% | 0.17% | 337 | -2,675 | -19.19% | Q4 2025 | Jan 21, 2026 |
| Volterra Technologies LP | History | New | 11,025 | 577 | 0.06% | — | 338 | +11,025 | New | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 10,957 | 574 | 0.13% | 0.15% | 339 | -337 | -2.98% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,850 | 568 | 0.0% | 0.0% | 340 | +120 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,839 | 567 | 0.01% | 0.01% | 341 | -1,030 | -8.68% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,094 | 560 | 0.01% | 0.01% | 342 | +84 | 0.76% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | New | 10,614 | 556 | 0.01% | — | 343 | +10,614 | New | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 10,358 | 543 | 0.0% | 0.0% | 344 | +5,787 | 126.6% | Q4 2025 | Feb 11, 2026 |
| Metis Global Partners, LLC | History | Reduced | 10,315 | 540 | 0.01% | 0.02% | 345 | -3,487 | -25.26% | Q4 2025 | Feb 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 10,276 | 539 | 0.0% | 0.0% | 346 | -979 | -8.7% | Q4 2025 | Jan 09, 2026 |
| UniSuper Management Pty Ltd | History | No change | 7,500 | 539 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,288 | 538 | 0.01% | 0.01% | 348 | +1,871 | 22.23% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,229 | 535 | 0.0% | 0.0% | 349 | +4,720 | 85.68% | Q4 2025 | Feb 13, 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | History | No change | 10,063 | 527 | 0.03% | 0.04% | 350 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 10,059 | 526 | 0.16% | 0.09% | 351 | +4,966 | 97.51% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 10,000 | 523 | 0.0% | 3.57% | 352 | -3,500 | -25.93% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,956 | 522 | 0.0% | 0.0% | 353 | -719 | -6.74% | Q4 2025 | Feb 17, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 9,935 | 520 | 0.29% | 0.31% | 354 | +66 | 0.67% | Q4 2025 | Jan 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,899 | 518 | 0.02% | 0.02% | 355 | +11 | 0.11% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 9,880 | 517 | 0.01% | 0.01% | 356 | -2,055 | -17.22% | Q4 2025 | Jan 30, 2026 |
| Glenview Trust Co | History | Reduced | 9,800 | 513 | 0.01% | 0.02% | 357 | -10,290 | -51.22% | Q4 2025 | Feb 09, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 9,690 | 507 | 0.09% | 0.1% | 358 | -176 | -1.78% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Added to | 9,662 | 506 | 0.01% | 0.01% | 359 | +87 | 0.91% | Q4 2025 | Feb 05, 2026 |
| Third View Private Wealth, LLC | History | New | 9,215 | 482 | 0.06% | — | 361 | +9,215 | New | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,209 | 482 | 0.0% | 0.0% | 360 | +682 | 8.0% | Q4 2025 | Jan 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 9,169 | 480 | 0.0% | 0.0% | 362 | -437 | -4.55% | Q4 2025 | Feb 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 9,149 | 479 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,063 | 474 | 0.0% | 0.0% | 364 | +3,058 | 50.92% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 9,057 | 474 | 0.01% | 0.01% | 365 | +161 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 9,030 | 473 | 0.0% | — | 366 | +9,030 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 9,004 | 471 | 0.06% | 0.12% | 367 | -5,193 | -36.58% | Q4 2025 | Jan 21, 2026 |
| Aquatic Capital Management LLC | History | New | 8,895 | 466 | 0.01% | — | 368 | +8,895 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,829 | 462 | 0.01% | 0.01% | 369 | -511 | -5.47% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 10,608 | 442 | 0.01% | — | 370 | +10,608 | New | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,371 | 439 | 0.0% | 0.0% | 371 | +1,001 | 13.58% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 8,345 | 437 | 0.0% | 0.0% | 372 | -3,955 | -32.15% | Q4 2025 | Feb 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 8,217 | 430 | 0.0% | 0.0% | 373 | +50 | 0.61% | Q4 2025 | Feb 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 8,177 | 428 | 0.0% | — | 374 | +8,177 | New | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 8,162 | 428 | 0.03% | 0.03% | 375 | -540 | -6.21% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,165 | 427 | 0.01% | 0.01% | 376 | +769 | 10.4% | Q4 2025 | Jan 20, 2026 |
| Carson Advisory Inc. | History | Added to | 8,054 | 421 | 0.22% | 0.25% | 377 | +3 | 0.04% | Q4 2025 | Feb 12, 2026 |
| WULFF, HANSEN & CO. | History | No change | 7,830 | 410 | 0.34% | 0.38% | 378 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 7,815 | 409 | 0.04% | 0.08% | 379 | -8,673 | -52.6% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Reduced | 7,781 | 407 | 0.01% | 0.02% | 380 | -2,072 | -21.03% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,732 | 405 | 0.01% | 0.01% | 381 | -446 | -5.45% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,543 | 395 | 0.0% | 0.04% | 382 | -159,336 | -95.48% | Q4 2025 | Jan 15, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 7,488 | 393 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TritonPoint Partners, LLC | History | New | 7,500 | 392 | 0.21% | — | 384 | +7,500 | New | Q4 2025 | Feb 13, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 7,459 | 391 | 0.05% | 0.06% | 385 | -500 | -6.28% | Q4 2025 | Feb 03, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 7,396 | 387 | 0.0% | 0.0% | 386 | +1,656 | 28.85% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 7,302 | 382 | 0.01% | 0.01% | 387 | +1,815 | 33.08% | Q4 2025 | Feb 12, 2026 |
| ASR Vermogensbeheer N.V. | History | No change | 7,212 | 378 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hendershot Investments Inc. | History | No change | 7,158 | 375 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 7,149 | 374 | 0.04% | 0.05% | 390 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Reduced | 7,009 | 367 | 0.01% | 0.01% | 391 | -144 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Storgate, LLC | History | New | 6,917 | 362 | 0.3% | — | 392 | +6,917 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,774 | 354 | 0.0% | 0.0% | 393 | +789 | 13.18% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 6,545 | 348 | 0.02% | — | 395 | +6,545 | New | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | No change | 6,648 | 348 | 0.01% | 0.02% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 6,439 | 337 | 0.02% | 0.03% | 396 | -15 | -0.23% | Q4 2025 | Feb 12, 2026 |
| Calydon Capital | History | Reduced | 6,391 | 334 | 0.06% | 0.06% | 397 | -222 | -3.36% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,361 | 333 | 0.01% | — | 398 | +6,361 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,301 | 330 | 0.0% | 0.0% | 399 | +218 | 3.58% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 6,258 | 327 | 0.09% | 0.1% | 400 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Leonteq Securities AG | History | Added to | 6,156 | 322 | 0.01% | 0.0% | 401 | +5,408 | 722.99% | Q4 2025 | Feb 06, 2026 |
| Headlands Technologies LLC | History | New | 6,076 | 318 | 0.03% | — | 402 | +6,076 | New | Q4 2025 | Feb 13, 2026 |
| Northwest Financial Advisors | History | Reduced | 5,894 | 308 | 0.63% | 0.44% | 403 | -151 | -2.5% | Q4 2025 | Jan 26, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 5,876 | 307 | 0.01% | 0.01% | 404 | +53 | 0.91% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,785 | 303 | 0.02% | 0.03% | 405 | -118 | -2.0% | Q4 2025 | Jan 29, 2026 |
| Morse Asset Management, Inc | History | Added to | 5,677 | 297 | 0.06% | 0.06% | 408 | +25 | 0.44% | Q4 2025 | Feb 03, 2026 |
| SEARLE & CO. | History | No change | 5,662 | 297 | 0.08% | 0.09% | 406 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoodHaven Capital Management, LLC | History | No change | 5,673 | 297 | 0.1% | 0.1% | 407 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,651 | 296 | 0.01% | 0.01% | 410 | -16 | -0.28% | Q4 2025 | Feb 10, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,730 | 296 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 5,637 | 295 | 0.24% | 0.26% | 411 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 5,430 | 284 | 0.01% | 0.01% | 412 | -320 | -5.57% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,399 | 282 | 0.0% | 0.0% | 413 | -608 | -10.12% | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,395 | 282 | 0.0% | 0.0% | 414 | +296 | 5.81% | Q4 2025 | Feb 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 5,343 | 279 | 0.01% | — | 415 | +5,343 | New | Q4 2025 | Feb 17, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 5,274 | 276 | 0.03% | 0.03% | 416 | +581 | 12.38% | Q4 2025 | Jan 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,286 | 276 | 0.02% | 0.02% | 417 | +340 | 6.87% | Q4 2025 | Jan 23, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 5,266 | 275 | 0.05% | — | 418 | +5,266 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,244 | 274 | 0.01% | 0.02% | 419 | -9,954 | -65.5% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,248 | 274 | 0.01% | 0.01% | 420 | +63 | 1.22% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,223 | 273 | 0.0% | 0.0% | 421 | +1,602 | 44.24% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,214 | 273 | 0.0% | 0.0% | 422 | -88 | -1.66% | Q4 2025 | Jan 30, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 5,200 | 272 | 0.08% | — | 423 | +5,200 | New | Q4 2025 | Feb 03, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 5,136 | 269 | 0.0% | 0.0% | 425 | -810 | -13.62% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 5,147 | 269 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | No change | 5,153 | 269 | 0.04% | 0.05% | 426 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,122 | 268 | 0.01% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 5,107 | 267 | 0.02% | 0.03% | 428 | -743 | -12.7% | Q4 2025 | Feb 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 5,077 | 266 | 0.0% | — | 429 | +5,077 | New | Q4 2025 | Feb 17, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 5,058 | 264 | 0.08% | 0.1% | 430 | -753 | -12.96% | Q4 2025 | Jan 20, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 4,948 | 259 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,862 | 254 | 0.0% | — | 432 | +4,862 | New | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | Reduced | 4,864 | 254 | 0.01% | 0.01% | 433 | -165 | -3.28% | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,815 | 252 | 0.01% | 0.01% | 436 | +401 | 9.08% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,816 | 252 | 0.07% | 0.11% | 434 | +50 | 1.05% | Q4 2025 | Feb 09, 2026 |
| Laurus Global Equity Management Inc. | History | No change | 4,827 | 252 | 0.21% | 0.19% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 4,800 | 251 | 0.02% | 0.02% | 437 | +200 | 4.35% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,702 | 246 | 0.0% | 0.0% | 438 | +298 | 6.77% | Q4 2025 | Jan 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,666 | 244 | 0.0% | — | 439 | +4,666 | New | Q4 2025 | Feb 06, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 4,623 | 242 | 0.62% | — | 440 | +4,623 | New | Q4 2025 | Feb 17, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,529 | 237 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,495 | 235 | 0.0% | 0.01% | 442 | -1,172 | -20.68% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,443 | 232 | 0.0% | 0.0% | 443 | -1,113 | -20.03% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,436 | 232 | 0.01% | 0.01% | 444 | +194 | 4.57% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,427 | 231 | 0.0% | 0.0% | 445 | +982 | 28.51% | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 4,393 | 230 | 0.01% | — | 446 | +4,393 | New | Q4 2025 | Mar 20, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 4,374 | 229 | 0.03% | 0.08% | 447 | -4,900 | -52.84% | Q4 2025 | Feb 02, 2026 |
| FourThought Financial Partners, LLC | History | New | 4,385 | 229 | 0.02% | — | 448 | +4,385 | New | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,360 | 228 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,308 | 225 | 0.0% | 0.01% | 450 | -313 | -6.77% | Q4 2025 | Feb 13, 2026 |
| Allie Family Office LLC | History | No change | 4,302 | 225 | 0.11% | 0.12% | 451 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,275 | 223 | 0.0% | — | 452 | +4,275 | New | Q4 2025 | Feb 03, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,264 | 223 | 0.01% | 0.02% | 453 | -1,643 | -27.81% | Q4 2025 | Jan 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 4,230 | 222 | 0.05% | — | 454 | +4,230 | New | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 4,185 | 220 | 0.0% | — | 455 | +4,185 | New | Q4 2025 | Feb 10, 2026 |
| Scientech Research LLC | History | Reduced | 4,120 | 215 | 0.14% | 0.18% | 456 | -4,816 | -53.89% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,014 | 210 | 0.0% | 0.0% | 457 | -3,564 | -47.03% | Q4 2025 | Feb 13, 2026 |
| DENALI ADVISORS LLC | History | Added to | 3,987 | 208 | 0.02% | 0.03% | 458 | +47 | 1.19% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | No change | 3,744 | 205 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,308 | 173 | 0.0% | 0.0% | 460 | +2,834 | 597.89% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 3,043 | 159 | 0.08% | 0.09% | 461 | +129 | 4.43% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,701 | 141 | 0.02% | 0.02% | 462 | -43 | -1.57% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,606 | 137 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,547 | 134 | 0.01% | 0.01% | 464 | +146 | 6.08% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,519 | 131 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,482 | 130 | 0.0% | 0.01% | 466 | -963 | -27.95% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,444 | 128 | 0.0% | 0.0% | 467 | +148 | 6.45% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 2,391 | 125 | 0.0% | 0.0% | 468 | -2,606 | -52.15% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,329 | 122 | 0.0% | 0.0% | 469 | -34 | -1.44% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,319 | 121 | 0.05% | — | 471 | +2,319 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,325 | 121 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GoalVest Advisory LLC | History | No change | 2,180 | 114 | 0.02% | 0.03% | 472 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,122 | 111 | 0.0% | — | 473 | +2,122 | New | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,102 | 110 | 0.11% | — | 475 | +2,102 | New | Q4 2025 | Feb 19, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,101 | 110 | 0.01% | 0.01% | 474 | +69 | 3.4% | Q4 2025 | Jan 27, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 1,973 | 103 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 1,926 | 100 | 0.0% | 0.0% | 477 | -4,287 | -69.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,891 | 99 | 0.0% | 0.0% | 478 | +1,052 | 125.39% | Q4 2025 | Feb 18, 2026 |
| City State Bank | History | New | 1,864 | 97 | 0.03% | — | 479 | +1,864 | New | Q4 2025 | Jan 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,827 | 95 | 0.0% | 0.0% | 480 | -1,403 | -43.44% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | No change | 1,765 | 92 | 0.02% | 0.03% | 481 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,686 | 88 | 0.0% | 0.0% | 482 | +855 | 102.89% | Q4 2025 | Jan 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,647 | 86 | 0.01% | 0.01% | 483 | -112 | -6.37% | Q4 2025 | Feb 26, 2026 |
| Cromwell Holdings LLC | History | No change | 1,591 | 83 | 0.05% | 0.05% | 484 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Perspectives, Inc | History | No change | 1,543 | 80 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Added to | 1,524 | 79 | 0.02% | 0.02% | 486 | +117 | 8.32% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,448 | 75 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | Reduced | 1,422 | 74 | 0.01% | 0.02% | 488 | -91 | -6.01% | Q4 2025 | Feb 09, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 1,402 | 73 | 0.01% | 0.02% | 489 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,355 | 71 | 0.0% | — | 491 | +1,355 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,356 | 71 | 0.01% | 0.01% | 490 | +13 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,329 | 69 | 0.0% | 0.0% | 492 | +782 | 142.96% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,310 | 68 | 0.0% | 0.0% | 495 | -225 | -14.66% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 1,300 | 68 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,298 | 68 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,263 | 66 | 0.0% | 0.0% | 496 | +19 | 1.53% | Q4 2025 | Jan 07, 2026 |
| J.Safra Asset Management Corp | History | New | 1,198 | 62 | 0.0% | — | 497 | +1,198 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,120 | 58 | 0.0% | 0.0% | 498 | +288 | 34.62% | Q4 2025 | Feb 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,124 | 58 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,096 | 57 | 0.0% | 0.0% | 500 | +250 | 29.55% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,069 | 56 | 0.0% | 0.0% | 501 | +937 | 709.85% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | Added to | 1,076 | 56 | 0.0% | 0.0% | 503 | +31 | 2.97% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,070 | 56 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,035 | 54 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 1,029 | 53 | 0.0% | — | 505 | +1,029 | New | Q4 2025 | Feb 05, 2026 |
| BFSG, LLC | History | No change | 1,007 | 52 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,000 | 52 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,001 | 52 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 940 | 49 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 916 | 47 | 0.0% | 0.0% | 511 | -1,058 | -53.6% | Q4 2025 | Feb 06, 2026 |
| Legacy Bridge, LLC | History | No change | 909 | 47 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 847 | 44 | 0.0% | — | 513 | +847 | New | Q4 2025 | Feb 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 893 | 44 | 0.03% | 0.04% | 512 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | New | 600 | 43 | 0.01% | — | 514 | +600 | New | Q4 2025 | Jan 23, 2026 |
| eCIO, Inc. | History | New | 802 | 42 | 0.02% | — | 516 | +802 | New | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 809 | 42 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clearstead Trust, LLC | History | Reduced | 784 | 41 | 0.01% | 0.02% | 517 | -827 | -51.33% | Q4 2025 | Feb 09, 2026 |
| Roble, Belko & Company, Inc | History | New | 755 | 40 | 0.01% | — | 518 | +755 | New | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Reduced | 683 | 35 | 0.0% | 0.0% | 519 | -124 | -15.37% | Q4 2025 | Jan 23, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 597 | 31 | 0.02% | 0.03% | 520 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 588 | 30 | 0.0% | 0.01% | 523 | -3,235 | -84.62% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 574 | 30 | 0.0% | 0.0% | 521 | -13 | -2.21% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 587 | 30 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 566 | 29 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 488 | 25 | 0.0% | 0.0% | 525 | +345 | 241.26% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 439 | 23 | 0.0% | 0.0% | 526 | +420 | 2210.53% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 451 | 23 | 0.0% | 0.0% | 527 | +175 | 63.41% | Q4 2025 | Feb 10, 2026 |
| Hara Capital LLC | History | No change | 451 | 23 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 426 | 22 | 0.01% | — | 529 | +413 | 3176.92% | Q4 2025 | Mar 03, 2026 |
| Manchester Capital Management LLC | History | Added to | 401 | 21 | 0.0% | 0.0% | 530 | +133 | 49.63% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 410 | 21 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Community Bank, N.A. | History | No change | 382 | 20 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Silicon Valley Capital Partners | History | New | 377 | 19 | 0.0% | — | 533 | +377 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 366 | 19 | 0.0% | — | 534 | +366 | New | Q4 2025 | Mar 04, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 348 | 18 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 331 | 17 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 306 | 16 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 303 | 15 | 0.0% | 0.01% | 539 | -2,998 | -90.82% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 289 | 15 | 0.0% | 0.0% | 538 | -8 | -2.69% | Q4 2025 | Feb 02, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 305 | 15 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 274 | 14 | 0.0% | — | 541 | +274 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 272 | 14 | 0.01% | — | 542 | +272 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 262 | 13 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MOTCO | History | No change | 248 | 12 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | New | 226 | 11 | 0.01% | — | 545 | +226 | New | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | New | 200 | 10 | 0.0% | — | 546 | +200 | New | Q4 2025 | Jan 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 207 | 10 | 0.0% | 0.0% | 548 | +58 | 38.93% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 207 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | No change | 176 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 190 | 9 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Boreal Capital Management LLC | History | No change | 175 | 9 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 157 | 8 | 0.0% | — | 553 | +157 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 155 | 8 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | No change | 168 | 8 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 150 | 7 | 0.0% | 0.04% | 557 | -965 | -86.55% | Q4 2025 | Jan 22, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 134 | 7 | 0.0% | 0.0% | 556 | +1 | 0.75% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | No change | 146 | 7 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Optiver Holding B.V. | History | New | 127 | 6 | 0.0% | — | 560 | +127 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 123 | 6 | 0.0% | — | 561 | +123 | New | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | No change | 129 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Reduced | 110 | 5 | 0.0% | 0.0% | 564 | -301 | -73.24% | Q4 2025 | Jan 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 108 | 5 | 0.0% | — | 562 | +108 | New | Q4 2025 | Jan 14, 2026 |
| Cornerstone Financial Management LLC | History | New | 96 | 5 | 0.0% | — | 566 | +96 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 115 | 5 | 0.0% | 0.0% | 563 | +27 | 30.68% | Q4 2025 | Feb 02, 2026 |
| Accent Capital Management, LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 90 | 4 | 0.0% | — | 570 | +90 | New | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 80 | 4 | 0.0% | — | 567 | +80 | New | Q4 2025 | Jan 20, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 80 | 4 | 0.0% | — | 571 | +80 | New | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | New | 71 | 3 | 0.0% | — | 576 | +71 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 69 | 3 | 0.0% | — | 581 | +69 | New | Q4 2025 | Feb 05, 2026 |
| UNION SAVINGS BANK | History | New | 62 | 3 | 0.0% | — | 583 | +62 | New | Q4 2025 | Mar 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 72 | 3 | 0.0% | 0.0% | 584 | -56 | -43.75% | Q4 2025 | Jan 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 71 | 3 | 0.0% | 0.0% | 582 | -20 | -21.98% | Q4 2025 | Feb 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 76 | 3 | 0.0% | 0.0% | 580 | +11 | 16.92% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 75 | 3 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 76 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 57 | 2 | 0.0% | — | 592 | +57 | New | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 51 | 2 | 0.0% | — | 587 | +51 | New | Q4 2025 | Jan 22, 2026 |
| Quattro Advisors LLC | History | New | 50 | 2 | 0.0% | — | 593 | +50 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 586 | -1 | -2.22% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | Added to | 49 | 2 | 0.0% | 0.0% | 588 | +1 | 2.08% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 40 | 2 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 36 | 1 | 0.0% | — | 596 | +36 | New | Q4 2025 | Jan 30, 2026 |
| CURIO WEALTH, LLC | History | New | 26 | 1 | 0.0% | — | 597 | +26 | New | Q4 2025 | Feb 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 22 | 1 | 0.0% | — | 598 | +22 | New | Q4 2025 | Jan 14, 2026 |
| Advocate Investing Services LLC | History | New | 22 | 1 | 0.0% | — | 599 | +22 | New | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 594 | +3 | 13.04% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 595 | -1 | -3.57% | Q4 2025 | Jan 16, 2026 |
| EdgePoint Investment Group Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -159,255 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,364 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -100,962 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -54,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.04% | — | -53,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -47,244 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -41,386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,163 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -21,105 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Malaga Cove Capital, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -15,607 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,087 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,625 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Murchinson Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bragg Financial Advisors, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -9,737 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -7,320 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -6,857 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Stamos Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,935 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,784 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,372 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Paradice Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,160 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -4,054 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,793 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,788 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heron Bay Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -3,735 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,723 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,698 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,644 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -974 | -100.0% | Q3 2025 | Oct 06, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Stone House Investment Management, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -284 | -99.65% | Q4 2025 | Jan 21, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 08, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7 | 0 | — | 0.0% | — | -43 | -86.0% | Q4 2025 | Feb 09, 2026 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Torren Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 30, 2026 |
| McMillan Office, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 12, 2026 |
| PenderFund Capital Management Ltd. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 09, 2026 |
| St. Johns Investment Management Company, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Sunrise Financial Services, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERIFLEX GROUP, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 18, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Triumph Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SRH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 23, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 9 | 0 | — | — | — | -5 | -35.71% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Jan 21, 2026 |
| Dorato Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15 | 0 | — | — | — | +4 | 36.36% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q4 2025 | Jan 08, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| SITTNER & NELSON, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 15, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IFC & Insurance Marketing, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |