Bandwidth Inc. - BAND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,872,266 | 44,376 | 0.0% | 0.0% | 1 | +7,218 | 0.25% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,009,829 | 31,051 | 0.0% | 0.0% | 2 | +21,296 | 1.07% | Q4 2025 | Jan 29, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 1,508,136 | 23,336 | 5.02% | — | 3 | +1,508,136 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,459,696 | 22,552 | 0.0% | 0.01% | 4 | -5,280 | -0.36% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 809,005 | 12,495 | 0.02% | 0.02% | 5 | +8,665 | 1.08% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 663,552 | 10,254 | 0.0% | 0.0% | 6 | -1,321 | -0.2% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 649,426 | 10,033 | 0.0% | 0.0% | 7 | +16,654 | 2.63% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 618,900 | 9,562 | 0.01% | 0.01% | 8 | -30,000 | -4.62% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 609,762 | 9,420 | 0.0% | 0.0% | 9 | +69,418 | 12.85% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 592,553 | 9,154 | 0.0% | 0.0% | 10 | -49,711 | -7.74% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 545,585 | 8,429 | 0.0% | 0.0% | 11 | +180,239 | 49.33% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 528,984 | 8,172 | 0.02% | 0.03% | 12 | -112,172 | -17.5% | Q4 2025 | Feb 10, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 449,256 | 6,941 | 0.2% | 0.22% | 13 | -578 | -0.13% | Q4 2025 | Feb 05, 2026 |
| Archon Capital Management LLC | History | Added to | 446,897 | 6,904 | 3.93% | 3.46% | 14 | +97,963 | 28.07% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 437,125 | 6,753 | 0.0% | 0.0% | 15 | -137 | -0.03% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 427,474 | 6,604 | 0.0% | 0.0% | 16 | -4,657 | -1.08% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 386,908 | 5,977 | 0.0% | 0.0% | 17 | +19,582 | 5.33% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 369,790 | 5,713 | 0.02% | — | 18 | +369,790 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 359,711 | 5,557 | 0.0% | 0.0% | 19 | +16,548 | 4.82% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | New | 345,813 | 5,342 | 0.15% | — | 20 | +345,813 | New | Q4 2025 | Feb 11, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 336,874 | 5,204 | 0.28% | 0.67% | 21 | -408,928 | -54.83% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 325,450 | 5,028 | 0.01% | 0.01% | 22 | -2,492 | -0.76% | Q4 2025 | Jan 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 302,522 | 4,673 | 0.0% | 0.0% | 23 | -1,849 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Reduced | 300,372 | 4,640 | 0.28% | 0.31% | 24 | -4 | -0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 252,284 | 3,897 | 0.0% | 0.0% | 25 | +8,049 | 3.3% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 245,250 | 3,789 | 0.0% | 0.0% | 26 | -51,851 | -17.45% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 240,890 | 3,721 | 0.01% | 0.0% | 27 | +74,426 | 44.71% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Added to | 236,827 | 3,658 | 0.22% | 0.25% | 28 | +1 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 215,604 | 3,331 | 0.0% | 0.0% | 29 | -15,847 | -6.85% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 215,471 | 3,329 | 0.07% | 0.05% | 30 | +68,246 | 46.35% | Q4 2025 | Feb 17, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 210,000 | 3,244 | 0.42% | 0.47% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 205,300 | 3,171 | 0.0% | 0.0% | 32 | +134,309 | 189.19% | Q4 2025 | Jan 29, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 195,238 | 3,016 | 1.26% | 1.34% | 33 | -4,762 | -2.38% | Q4 2025 | Feb 17, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 180,721 | 2,792 | 0.18% | 0.23% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 176,533 | 2,727 | 0.0% | 0.0% | 35 | -90,367 | -33.86% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 172,313 | 2,662 | 0.0% | 0.0% | 36 | -20,056 | -10.43% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 167,087 | 2,581 | 0.04% | 0.04% | 37 | +6,110 | 3.8% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 152,543 | 2,356 | 0.01% | 0.01% | 38 | +8,006 | 5.54% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 145,623 | 2,249 | 0.0% | 0.0% | 39 | -1,276 | -0.87% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 140,471 | 2,170 | 0.04% | 0.02% | 40 | +43,246 | 44.48% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,831 | 2,160 | 0.0% | 0.0% | 41 | -34,191 | -19.65% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 114,610 | 1,770 | 0.0% | 0.0% | 42 | +2,200 | 1.96% | Q4 2025 | Feb 17, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 105,000 | 1,622 | 1.38% | — | 43 | +105,000 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,349 | 1,596 | 0.0% | 0.0% | 44 | +12,603 | 13.89% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 102,040 | 1,576 | 0.0% | 0.0% | 45 | +48,359 | 90.09% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 76,000 | 1,174 | 0.0% | 0.0% | 46 | +7,800 | 11.44% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 71,002 | 1,096 | 0.0% | 0.0% | 47 | -15,733 | -18.14% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 66,988 | 1,034 | 0.0% | 0.0% | 48 | +4,223 | 6.73% | Q4 2025 | Feb 19, 2026 |
| Trexquant Investment LP | History | Reduced | 61,827 | 955 | 0.01% | 0.01% | 49 | -5,299 | -7.89% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 61,239 | 949 | 0.0% | 0.0% | 50 | +4,686 | 8.29% | Q4 2025 | Mar 20, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 61,083 | 943 | 0.14% | 0.17% | 51 | -6,728 | -9.92% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 60,788 | 939 | 0.0% | 0.0% | 52 | -16,712 | -21.56% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 58,141 | 898 | 0.0% | 0.0% | 53 | +2,043 | 3.64% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 49,459 | 764 | 0.02% | 0.03% | 54 | -11,034 | -18.24% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 48,808 | 754 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 42,511 | 656 | 0.03% | 0.07% | 56 | -13,358 | -23.91% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 38,800 | 599 | 0.0% | 0.0% | 57 | -2,681 | -6.46% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,677 | 582 | 0.0% | 0.0% | 58 | -6,890 | -15.46% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 36,378 | 562 | 0.0% | 0.0% | 59 | +625 | 1.75% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 36,256 | 560 | 0.0% | 0.0% | 60 | -2,015 | -5.27% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,122 | 542 | 0.0% | 0.0% | 61 | -13,875 | -28.32% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,000 | 540 | 0.0% | 0.0% | 62 | -5,378 | -13.32% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 33,450 | 516 | 0.0% | 0.0% | 63 | +8,170 | 32.32% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 32,905 | 508 | 0.0% | 0.0% | 64 | +10,885 | 49.43% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,896 | 462 | 0.0% | 0.0% | 65 | +2,250 | 8.14% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | No change | 29,112 | 449 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,980 | 448 | 0.0% | 0.0% | 67 | +4,873 | 20.21% | Q4 2025 | Jan 09, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 28,141 | 434 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 27,667 | 427 | 0.0% | 0.0% | 69 | +8,284 | 42.74% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,409 | 361 | 0.0% | 0.0% | 70 | -28,315 | -54.74% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 23,178 | 358 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 22,065 | 340 | 0.0% | — | 72 | +22,065 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 20,821 | 321 | 0.0% | 0.0% | 73 | -2,717 | -11.54% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 19,800 | 305 | 0.0% | — | 74 | +19,800 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 19,235 | 297 | 0.0% | 0.0% | 75 | +3,100 | 19.21% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Reduced | 19,200 | 296 | 0.05% | 0.07% | 76 | -2,200 | -10.28% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,343 | 283 | 0.0% | 0.0% | 77 | +1,043 | 6.03% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 17,389 | 269 | 0.0% | 0.0% | 78 | -716 | -3.95% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 17,200 | 265 | 0.01% | 0.01% | 79 | -2,000 | -10.42% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 15,941 | 246 | 0.01% | 0.02% | 80 | -11,404 | -41.7% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,796 | 244 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 15,515 | 239 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 14,777 | 238 | 0.0% | 0.0% | 83 | +256 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 14,714 | 227 | 0.0% | 0.0% | 84 | -1,130 | -7.13% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 13,295 | 205 | 0.0% | 0.0% | 85 | -259 | -1.91% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,855 | 198 | 0.0% | 0.0% | 86 | +237 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | No change | 12,711 | 196 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 11,898 | 184 | 0.02% | 0.09% | 88 | -54,069 | -81.96% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 11,865 | 183 | 0.0% | 0.0% | 89 | -903 | -7.07% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,263 | 177 | 0.0% | 0.0% | 90 | +291 | 2.43% | Q4 2025 | Jan 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,297 | 174 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 11,262 | 173 | 0.0% | — | 92 | +11,262 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 10,295 | 159 | 0.0% | 0.0% | 93 | -2,557 | -19.9% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,143 | 157 | 0.01% | 0.01% | 94 | +2,634 | 35.08% | Q4 2025 | Jan 20, 2026 |
| Quantbot Technologies LP | History | Added to | 9,800 | 151 | 0.01% | 0.0% | 95 | +1,351 | 15.99% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 9,005 | 139 | 0.01% | 0.01% | 96 | -1,134 | -11.18% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Added to | 8,756 | 135 | 0.01% | 0.01% | 97 | +4,476 | 104.58% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 8,237 | 127 | 0.0% | 0.0% | 98 | -30 | -0.36% | Q4 2025 | Feb 02, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 7,581 | 117 | 0.01% | 0.01% | 99 | -1,041 | -12.07% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,309 | 112 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 6,907 | 98 | 0.0% | 0.0% | 101 | -1,443 | -17.28% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,698 | 88 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 4,978 | 76 | 0.0% | 0.0% | 103 | +215 | 4.51% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,283 | 66 | 0.0% | 0.0% | 105 | -2,305 | -34.99% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 4,322 | 66 | 0.0% | 0.0% | 104 | +871 | 25.24% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 2,483 | 39 | 0.02% | 0.02% | 107 | -2 | -0.08% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | No change | 2,571 | 39 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,390 | 37 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,355 | 36 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,827 | 28 | 0.0% | — | 110 | +1,827 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,701 | 26 | 0.0% | 0.0% | 111 | -90 | -5.03% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,678 | 25 | 0.0% | 0.0% | 112 | +171 | 11.35% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,515 | 23 | 0.0% | 0.0% | 113 | +309 | 25.62% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,260 | 19 | 0.0% | 0.0% | 114 | -195 | -13.4% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,208 | 18 | 0.0% | 0.0% | 115 | -150 | -11.05% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,192 | 18 | 0.0% | 0.0% | 116 | +16 | 1.36% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 993 | 15 | 0.0% | 0.0% | 117 | -1,456 | -59.45% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 869 | 13 | 0.0% | 0.0% | 118 | +6 | 0.7% | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 882 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 625 | 9 | 0.0% | 0.0% | 121 | +295 | 89.39% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 608 | 9 | 0.0% | 0.0% | 120 | +257 | 73.22% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 538 | 8 | 0.0% | 0.0% | 123 | -272 | -33.58% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 559 | 8 | 0.0% | 0.0% | 122 | +132 | 30.91% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 379 | 5 | 0.0% | — | 124 | +379 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 356 | 5 | 0.0% | — | 125 | +356 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 311 | 4 | 0.0% | 0.0% | 126 | +26 | 9.12% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 198 | 3 | 0.0% | 0.0% | 129 | -41 | -17.15% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | No change | 232 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 227 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 130 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 162 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 83 | 1 | 0.0% | 0.0% | 133 | -11,404 | -99.28% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 73 | 1 | 0.0% | — | 134 | +73 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 126 | 1 | 0.0% | 0.0% | 136 | -5 | -3.82% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 80 | 1 | 0.0% | 0.0% | 135 | -2 | -2.44% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -122,682 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,430 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -16,236 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -12,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sarver Vrooman Wealth Advisors | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 46 | 0 | — | 0.0% | — | -30 | -39.47% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 23 | 0 | — | — | — | -20 | -46.51% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 28 | 0 | — | — | — | +9 | 47.37% | Q4 2025 | Feb 20, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 35 | 0 | — | — | — | +5 | 16.67% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST HORIZON CORP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Concord Wealth Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |