BANNER CORP - BANR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 4,960,241 | 310,808 | 0.01% | 0.01% | 1 | +44,975 | 0.92% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,837,199 | 240,438 | 0.0% | 0.0% | 2 | +44,249 | 1.17% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,158,993 | 135,283 | 0.03% | 0.03% | 3 | +5,552 | 0.26% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,771,401 | 110,995 | 0.0% | 0.0% | 4 | -35,325 | -1.96% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,448,700 | 90,775 | 0.01% | 0.02% | 5 | +6,835 | 0.47% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,139,712 | 71,414 | 0.04% | 0.06% | 6 | -524,712 | -31.53% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,135,362 | 71,141 | 0.58% | 0.54% | 7 | -17,878 | -1.55% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 920,525 | 57,680 | 0.05% | — | 8 | +920,525 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 840,454 | 52,672 | 0.0% | 0.0% | 9 | -4,577 | -0.54% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Added to | 749,083 | 46,937 | 0.01% | 0.01% | 10 | +113,632 | 17.88% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 675,721 | 42,340 | 0.02% | 0.02% | 11 | -6,684 | -0.98% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 664,138 | 41,614 | 0.12% | 0.12% | 12 | -45,527 | -6.42% | Q4 2025 | Feb 09, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 488,295 | 30,596 | 0.59% | 0.33% | 13 | +236,394 | 93.84% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 454,807 | 28,498 | 0.0% | 0.0% | 14 | +321,522 | 241.23% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 446,882 | 28,001 | 0.01% | 0.01% | 15 | +106,667 | 31.35% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 431,659 | 27,047 | 0.0% | 0.0% | 16 | -24,644 | -5.4% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 369,120 | 23,129 | 0.0% | 0.0% | 17 | +99,881 | 37.1% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 367,148 | 23,005 | 0.01% | 0.01% | 18 | -24,103 | -6.16% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 366,689 | 22,976 | 0.0% | 0.0% | 19 | +138,525 | 60.71% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 320,609 | 20,089 | 0.0% | 0.0% | 20 | -7,590 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Aberdeen Group plc | History | Reduced | 287,398 | 18,008 | 0.03% | 0.03% | 21 | -14,409 | -4.77% | Q4 2025 | Jan 16, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 278,771 | 17,467 | 0.37% | 0.36% | 22 | +22,889 | 8.95% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 269,146 | 16,980 | 0.01% | 0.01% | 23 | -26,475 | -8.96% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 255,661 | 16,019 | 0.0% | 0.0% | 24 | +88,658 | 53.09% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 233,670 | 14,641 | 0.0% | — | 25 | +233,670 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 231,366 | 14,497 | 0.0% | 0.02% | 26 | -1,237,967 | -84.25% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 219,577 | 13,758 | 0.05% | 0.06% | 27 | +9,158 | 4.35% | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 218,172 | 13,670 | 0.75% | 0.81% | 28 | -22,537 | -9.36% | Q4 2025 | Feb 17, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 216,813 | 13,585 | 0.55% | 0.9% | 29 | -119,843 | -35.6% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 212,945 | 13,343 | 0.06% | 0.07% | 30 | -1,461 | -0.68% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 206,075 | 12,912 | 0.01% | 0.01% | 31 | +11,753 | 6.05% | Q4 2025 | Feb 02, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 178,956 | 11,213 | 2.08% | 2.22% | 32 | -500 | -0.28% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 152,158 | 9,534 | 0.01% | 0.0% | 33 | +106,279 | 231.65% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 149,389 | 9,360 | 0.0% | 0.0% | 34 | -5,594 | -3.61% | Q4 2025 | Feb 19, 2026 |
| Empowered Funds, LLC | History | Added to | 144,226 | 9,037 | 0.15% | 0.08% | 35 | +27,899 | 23.98% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 136,760 | 8,569 | 0.0% | 0.0% | 36 | -10,381 | -7.06% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 129,486 | 8,113 | 0.01% | 0.02% | 37 | -44,256 | -25.47% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 126,957 | 7,931 | 0.01% | 0.01% | 38 | -9,026 | -6.64% | Q4 2025 | Jan 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 117,933 | 7,389 | 0.02% | 0.03% | 39 | -16,992 | -12.59% | Q4 2025 | Feb 13, 2026 |
| Phocas Financial Corp. | History | Reduced | 113,401 | 7,105 | 0.92% | 0.97% | 40 | -267 | -0.23% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 113,053 | 7,083 | 0.01% | 0.01% | 41 | -10,285 | -8.34% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 97,217 | 6,091 | 0.0% | 0.01% | 42 | -3,046 | -3.04% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,281 | 5,907 | 0.0% | 0.0% | 43 | +3,005 | 3.29% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 93,357 | 5,849 | 0.18% | 0.19% | 44 | -4,614 | -4.71% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 91,934 | 5,760 | 0.01% | 0.0% | 45 | +35,442 | 62.74% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 84,727 | 5,308 | 0.0% | 0.0% | 46 | -5,108 | -5.69% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 82,588 | 5,174 | 0.01% | 0.01% | 47 | +2,368 | 2.95% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 80,693 | 5,056 | 0.05% | — | 48 | +80,693 | New | Q4 2025 | Feb 17, 2026 |
| F/m Investments LLC | History | Reduced | 80,351 | 5,034 | 0.19% | 0.21% | 49 | -2,163 | -2.62% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,417 | 4,976 | 0.0% | 0.0% | 50 | +5,429 | 7.34% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 78,038 | 4,889 | 0.01% | — | 51 | +78,038 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 77,259 | 4,841 | 0.04% | — | 52 | +77,259 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 75,880 | 4,754 | 0.0% | 0.0% | 53 | +5,872 | 8.39% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 68,200 | 4,273 | 0.0% | 0.0% | 54 | +1,100 | 1.64% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Reduced | 65,137 | 4,081 | 0.0% | 0.01% | 55 | -1,638 | -2.45% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 63,773 | 3,996 | 0.0% | 0.0% | 56 | -2,908 | -4.36% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 63,754 | 3,994 | 0.0% | 0.0% | 57 | -1,525 | -2.34% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 62,393 | 3,909 | 0.01% | 29.32% | 58 | -34,021 | -35.29% | Q4 2025 | Feb 17, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 60,973 | 3,820 | 1.03% | 1.14% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 55,160 | 3,456 | 0.01% | 0.01% | 60 | -3,155 | -5.41% | Q4 2025 | Feb 05, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 50,538 | 3,166 | 0.0% | 0.01% | 61 | -35,807 | -41.47% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 50,002 | 3,133 | 0.0% | — | 62 | +50,002 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 48,074 | 3,012 | 0.0% | 0.0% | 63 | -6,315 | -11.61% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,838 | 2,872 | 0.0% | 0.0% | 64 | +12,885 | 39.1% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 42,146 | 2,640 | 0.01% | 0.01% | 65 | -8 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 41,715 | 2,613 | 0.13% | 0.07% | 66 | +28,419 | 213.74% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 40,310 | 2,525 | 0.0% | 0.0% | 67 | -1,324 | -3.18% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 39,709 | 2,488 | 0.0% | 0.0% | 68 | -221 | -0.55% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,777 | 2,304 | 0.0% | 0.0% | 69 | -45,207 | -55.14% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 35,585 | 2,229 | 0.05% | 0.01% | 70 | +27,496 | 339.92% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 34,283 | 2,148 | 0.0% | 0.0% | 71 | +451 | 1.33% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 33,787 | 2,118 | 0.0% | 0.0% | 72 | +1,896 | 5.95% | Q4 2025 | Feb 17, 2026 |
| Petiole USA ltd | History | No change | 33,285 | 2,085 | 1.35% | 1.51% | 73 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 32,404 | 2,030 | 0.0% | 0.0% | 74 | -2,503 | -7.17% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 31,844 | 1,995 | 0.0% | 0.0% | 75 | -27,133 | -46.01% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 31,790 | 1,991 | 0.0% | 0.0% | 76 | -29 | -0.09% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 31,119 | 1,949 | 0.0% | 0.0% | 77 | -9,034 | -22.5% | Q4 2025 | Feb 13, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 30,877 | 1,934 | 1.79% | 1.94% | 78 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 30,815 | 1,930 | 0.01% | 0.01% | 79 | -1,440 | -4.46% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 30,827 | 1,906 | 0.01% | 0.0% | 80 | +22,392 | 265.47% | Q4 2025 | Feb 18, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 30,138 | 1,888 | 0.01% | 0.01% | 81 | -7,289 | -19.48% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,844 | 1,870 | 0.0% | 0.0% | 82 | +1,254 | 4.39% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 28,261 | 1,770 | 0.75% | 0.82% | 83 | -1,231 | -4.17% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 26,368 | 1,652 | 0.0% | 0.0% | 84 | -1,716 | -6.11% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 24,890 | 1,559 | 0.0% | 0.0% | 85 | +15,872 | 176.0% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,605 | 1,416 | 0.0% | 0.0% | 86 | +20,190 | 836.02% | Q4 2025 | Jan 09, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 22,565 | 1,413 | 0.83% | 0.9% | 87 | -15 | -0.07% | Q4 2025 | Jan 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 22,533 | 1,411 | 0.04% | 0.12% | 88 | -41,056 | -64.56% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | No change | 22,169 | 1,389 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 20,607 | 1,291 | 0.01% | — | 90 | +20,607 | New | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 20,187 | 1,265 | 0.0% | 0.0% | 91 | -32 | -0.16% | Q4 2025 | Jan 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,819 | 1,178 | 0.01% | 0.01% | 92 | -9 | -0.05% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 18,700 | 1,171 | 0.0% | 0.0% | 93 | -18,100 | -49.18% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | New | 17,382 | 1,146 | 0.1% | — | 94 | +17,382 | New | Q4 2025 | Jan 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,673 | 1,107 | 0.01% | 0.02% | 95 | -560 | -3.07% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,519 | 1,097 | 0.0% | — | 96 | +17,519 | New | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 17,378 | 1,088 | 0.43% | — | 97 | +17,378 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 17,169 | 1,075 | 0.0% | — | 98 | +17,169 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,959 | 1,062 | 0.0% | 0.0% | 99 | +66 | 0.39% | Q4 2025 | Feb 18, 2026 |
| Numerai GP LLC | History | New | 16,909 | 1,059 | 0.13% | — | 100 | +16,909 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 16,891 | 1,058 | 0.01% | 0.0% | 101 | +13,499 | 397.97% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,309 | 1,021 | 0.0% | 0.0% | 102 | -6,672 | -29.03% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 16,211 | 1,015 | 0.01% | 0.01% | 103 | +7,135 | 78.61% | Q4 2025 | Feb 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 15,857 | 993 | 0.0% | 0.0% | 104 | +47 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,600 | 977 | 0.02% | 0.02% | 105 | -300 | -1.89% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 15,290 | 958 | 0.0% | 0.0% | 106 | -821 | -5.1% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,072 | 943 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,341 | 897 | 0.0% | — | 108 | +14,341 | New | Q4 2025 | Mar 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 14,242 | 892 | 0.07% | 0.07% | 109 | +951 | 7.16% | Q4 2025 | Jan 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,154 | 886 | 0.01% | 0.01% | 110 | -10,886 | -43.47% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 13,899 | 870 | 0.03% | — | 111 | +13,899 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,585 | 851 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Diversified Trust Co | History | Added to | 12,726 | 797 | 0.01% | 0.02% | 113 | +533 | 4.37% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,364 | 774 | 0.0% | 0.0% | 114 | -2,417 | -16.35% | Q4 2025 | Feb 10, 2026 |
| Sippican Capital Advisors | History | Reduced | 12,360 | 774 | 0.5% | 0.54% | 115 | -112 | -0.9% | Q4 2025 | Jan 23, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 11,873 | 743 | 0.05% | — | 116 | +11,873 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 10,370 | 649 | 0.0% | 0.0% | 117 | -2,200 | -17.5% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,094 | 632 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,024 | 628 | 0.0% | 0.0% | 119 | +1,895 | 23.31% | Q4 2025 | Feb 10, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 10,000 | 626 | 0.02% | 0.05% | 120 | -10,000 | -50.0% | Q4 2025 | Jan 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,907 | 621 | 0.0% | 0.0% | 121 | -34 | -0.34% | Q4 2025 | Feb 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 9,805 | 614 | 0.0% | — | 122 | +9,805 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 9,635 | 603 | 0.0% | 0.0% | 123 | -605 | -5.91% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,610 | 602 | 0.0% | 0.0% | 124 | +618 | 6.87% | Q4 2025 | Feb 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,217 | 591 | 0.01% | 0.01% | 125 | -1,490 | -13.92% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,434 | 591 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,291 | 582 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Added to | 9,020 | 565 | 0.0% | 0.0% | 128 | +2,139 | 31.09% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 8,665 | 543 | 0.0% | 0.0% | 129 | -1,131 | -11.55% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,439 | 528 | 0.0% | 0.0% | 130 | -369 | -4.19% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Added to | 8,179 | 512 | 0.0% | 0.0% | 131 | +1,249 | 18.02% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 7,994 | 501 | 0.01% | 0.01% | 132 | +1,395 | 21.14% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 7,757 | 486 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,707 | 482 | 0.0% | 0.0% | 134 | +1,135 | 17.27% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,678 | 481 | 0.01% | — | 135 | +7,678 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,400 | 463 | 0.0% | 0.0% | 136 | +400 | 5.71% | Q4 2025 | Jan 28, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 7,281 | 456 | 0.12% | 0.09% | 137 | +2,000 | 37.87% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,197 | 450 | 0.0% | 0.0% | 138 | -659 | -8.39% | Q4 2025 | Jan 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 6,992 | 438 | 0.09% | 0.1% | 139 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,944 | 435 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Reduced | 6,703 | 420 | 0.0% | 0.0% | 141 | -865 | -11.43% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 6,628 | 415 | 0.0% | 0.0% | 142 | +197 | 3.06% | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | New | 6,122 | 383 | 0.01% | — | 143 | +6,122 | New | Q4 2025 | Feb 12, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 6,000 | 375 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,863 | 367 | 0.1% | 0.11% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 5,844 | 366 | 0.0% | 0.0% | 146 | +2,331 | 66.35% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 5,772 | 361 | 0.01% | 0.01% | 147 | +2,710 | 88.5% | Q4 2025 | Feb 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 5,761 | 360 | 0.0% | — | 148 | +5,761 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,709 | 357 | 0.0% | 0.0% | 149 | +912 | 19.01% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,498 | 344 | 0.0% | 0.0% | 150 | +76 | 1.4% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 5,424 | 339 | 0.01% | 0.01% | 151 | +67 | 1.25% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 5,200 | 325 | 0.0% | — | 152 | +5,200 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 5,194 | 325 | 0.13% | — | 153 | +5,194 | New | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 5,177 | 324 | 0.01% | 0.0% | 154 | +4,623 | 834.48% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,093 | 319 | 0.0% | 0.0% | 155 | +803 | 18.72% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,083 | 318 | 0.0% | 0.0% | 156 | -111 | -2.14% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 5,005 | 313 | 0.0% | — | 157 | +5,005 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,972 | 311 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 4,909 | 307 | 0.0% | 0.0% | 159 | +386 | 8.53% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,813 | 301 | 0.0% | — | 160 | +4,813 | New | Q4 2025 | Feb 17, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 4,714 | 295 | 0.17% | — | 161 | +4,714 | New | Q4 2025 | Jan 15, 2026 |
| Entropy Technologies, LP | History | New | 4,605 | 288 | 0.02% | — | 162 | +4,605 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 4,527 | 283 | 0.0% | — | 163 | +4,527 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,360 | 273 | 0.0% | 0.0% | 164 | -67 | -1.51% | Q4 2025 | Feb 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,100 | 256 | 0.0% | — | 165 | +4,100 | New | Q4 2025 | Feb 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 4,099 | 256 | 0.0% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,951 | 247 | 0.0% | 0.0% | 167 | -48 | -1.2% | Q4 2025 | Feb 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,896 | 244 | 0.0% | 0.0% | 168 | +22 | 0.57% | Q4 2025 | Feb 10, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 3,592 | 225 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 3,363 | 210 | 0.0% | 0.0% | 170 | -1,630 | -32.65% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | New | 3,346 | 209 | 0.0% | — | 171 | +3,346 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,108 | 194 | 0.0% | 0.0% | 172 | -5 | -0.16% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,848 | 178 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,269 | 142 | 0.0% | 0.0% | 174 | -5 | -0.22% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 2,154 | 134 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,080 | 130 | 0.0% | 0.0% | 176 | -4,300 | -67.4% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,971 | 123 | 0.0% | 0.0% | 177 | -390 | -16.52% | Q4 2025 | Feb 13, 2026 |
| Gould Capital, LLC | History | No change | 1,933 | 121 | 0.07% | 0.08% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,828 | 115 | 0.0% | 0.0% | 179 | +209 | 12.91% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,703 | 106 | 0.0% | 0.0% | 180 | -49 | -2.8% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,197 | 75 | 0.0% | 0.0% | 181 | +9 | 0.76% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,058 | 66 | 0.03% | — | 182 | +1,058 | New | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,048 | 65 | 0.0% | 0.0% | 183 | -613 | -36.91% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 986 | 62 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 818 | 51 | 0.0% | 0.0% | 185 | +228 | 38.64% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 795 | 49 | 0.0% | 0.0% | 186 | -342 | -30.08% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 758 | 47 | 0.0% | — | 188 | +758 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 746 | 47 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 665 | 41 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 621 | 38 | 0.0% | 0.0% | 190 | +171 | 38.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 617 | 38 | 0.0% | 0.0% | 191 | -168 | -21.4% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 509 | 31 | 0.0% | 0.0% | 192 | +19 | 3.88% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 492 | 30 | 0.0% | — | 193 | +492 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 392 | 24 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 353 | 22 | 0.0% | 0.0% | 195 | +197 | 126.28% | Q4 2025 | Mar 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 350 | 21 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 317 | 20 | 0.0% | 0.0% | 197 | +44 | 16.12% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 295 | 18 | 0.0% | 0.0% | 198 | +20 | 7.27% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 244 | 15 | 0.0% | 0.0% | 199 | -46 | -15.86% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 225 | 14 | 0.0% | 0.0% | 200 | -47 | -17.28% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | Added to | 215 | 13 | 0.0% | 0.0% | 201 | +2 | 0.94% | Q4 2025 | Jan 22, 2026 |
| Quarry LP | History | Added to | 193 | 12 | 0.0% | 0.0% | 203 | +164 | 565.52% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 12 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 191 | 11 | 0.0% | — | 204 | +191 | New | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 180 | 10 | 0.0% | — | 205 | +180 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 160 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 153 | 9 | 0.0% | — | 209 | +153 | New | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 155 | 9 | 0.0% | 0.0% | 208 | -41 | -20.92% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 144 | 9 | 0.0% | 0.0% | 207 | +38 | 35.85% | Q4 2025 | Feb 02, 2026 |
| McIlrath & Eck, LLC | History | No change | 128 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 142 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 125 | 7 | 0.0% | 0.0% | 212 | +13 | 11.61% | Q4 2025 | Feb 10, 2026 |
| Cheviot Value Management, LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bare Financial Services, Inc | History | Added to | 94 | 5 | 0.0% | 0.0% | 214 | +14 | 17.5% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 69 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52 | 3 | 0.0% | — | 218 | +39 | 300.0% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 35 | 2 | 0.0% | — | 224 | +35 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 33 | 2 | 0.0% | — | 220 | +33 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 37 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Larson Financial Group LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 43 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 226 | -132 | -86.84% | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 30 | 1 | 0.0% | — | 232 | +30 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | New | 27 | 1 | 0.0% | — | 225 | +27 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 22 | 1 | 0.0% | — | 229 | +7 | 46.67% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 20 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -23,900 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -5,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,877 | -100.0% | Q3 2025 | Oct 30, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,714 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AlphaQuest LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -236 | -99.58% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bruce G. Allen Investments, LLC | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Covestor Ltd | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Jan 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Jan 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bay Harbor Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |