BigBear.ai Holdings, Inc. - BBAI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | 35,596,226 | 192,219 | 0.0% | 0.0% | 1 | +11,845,335 | 49.87% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 32,695,344 | 176,554 | 0.0% | 0.0% | 2 | +5,090,508 | 18.44% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,174,489 | 103,542 | 0.02% | 0.01% | 3 | +5,140,512 | 36.63% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,712,603 | 74,048 | 0.01% | 0.01% | 4 | +4,318,178 | 45.97% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 10,386,833 | 56,088 | 0.01% | 0.0% | 5 | +6,158,672 | 145.66% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 10,279,145 | 55,507 | 0.0% | 0.0% | 6 | +2,584,278 | 33.58% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 10,247,877 | 55,347 | 0.0% | 0.0% | 7 | +2,706,195 | 35.88% | Q4 2025 | Feb 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 8,643,450 | 46,675 | 0.04% | — | 8 | +8,643,450 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,167,331 | 44,103 | 0.01% | 0.01% | 9 | +795,140 | 10.79% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,721,613 | 36,296 | 0.0% | 0.0% | 10 | +1,624,447 | 31.87% | Q4 2025 | Mar 25, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,433,125 | 34,738 | 0.02% | 0.02% | 11 | +444,117 | 7.42% | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | Added to | 5,504,500 | 29,724 | 0.19% | 0.24% | 12 | +262,966 | 5.02% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,959,000 | 26,778 | 0.05% | 0.06% | 13 | -644,402 | -11.5% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,386,682 | 23,688 | 0.04% | 0.03% | 14 | +1,512,818 | 52.64% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,718,024 | 20,077 | 0.0% | 0.0% | 15 | +956,901 | 34.66% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,649,079 | 19,705 | 0.0% | 0.0% | 16 | +734,747 | 25.21% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,537,626 | 19,103 | 0.0% | 0.0% | 17 | +840,115 | 31.14% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 3,167,226 | 17,103 | 0.01% | 0.01% | 18 | -137,328 | -4.16% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,443,963 | 15,354 | 0.01% | 0.0% | 19 | +1,428,727 | 9377.31% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,603,332 | 14,057 | 0.0% | 0.0% | 20 | +2,381,806 | 1075.18% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 2,466,354 | 13,318 | 0.16% | — | 21 | +2,466,354 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,240,397 | 12,098 | 0.02% | 0.02% | 22 | +375,183 | 20.11% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,193,674 | 11,845 | 0.0% | 0.0% | 23 | +1,705,221 | 349.11% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 2,089,916 | 11,285 | 0.0% | 0.0% | 24 | +1,330,356 | 175.15% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,049,261 | 11,066 | 0.01% | 0.01% | 25 | +384,907 | 23.13% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 1,861,901 | 10,054 | 0.09% | 0.1% | 26 | +321,977 | 20.91% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,717,731 | 9,275 | 0.02% | 28.52% | 27 | +775,683 | 82.34% | Q4 2025 | Feb 17, 2026 |
| Skaana Management L.P. | History | Reduced | 1,519,122 | 8,203 | 2.66% | 4.61% | 28 | -1,015,100 | -40.06% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,425,746 | 7,699 | 0.01% | 0.02% | 29 | -732 | -0.05% | Q4 2025 | Feb 18, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 1,414,800 | 7,639 | 0.01% | 0.0% | 30 | +1,413,100 | 83123.53% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 1,378,201 | 7,442 | 0.0% | 0.0% | 31 | +965,140 | 233.66% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,364,593 | 7,368 | 0.0% | 0.0% | 32 | +395,599 | 40.83% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,258,041 | 6,793 | 0.0% | 0.0% | 33 | +341,422 | 37.25% | Q4 2025 | Feb 10, 2026 |
| CANTOR FITZGERALD, L. P. | History | Added to | 1,082,000 | 5,842 | 0.09% | 0.01% | 34 | +812,733 | 301.83% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,069,025 | 5,772 | 0.0% | 0.0% | 35 | -20,907 | -1.92% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,001,089 | 5,405 | 0.0% | 0.0% | 36 | +825,613 | 470.5% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | Added to | 888,600 | 4,798 | 0.05% | 0.04% | 37 | +399,900 | 81.83% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 859,200 | 4,639 | 0.0% | 0.0% | 38 | +294,600 | 52.18% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 857,176 | 4,628 | 0.01% | 0.01% | 39 | -115,701 | -11.89% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 845,900 | 4,567 | 0.01% | — | 40 | +845,900 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 820,866 | 4,432 | 0.15% | — | 41 | +820,866 | New | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | Added to | 788,653 | 4,259 | 0.16% | 0.05% | 42 | +644,220 | 446.03% | Q4 2025 | Feb 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 706,950 | 3,817 | 0.01% | 0.05% | 43 | -4,196,970 | -85.58% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 614,994 | 3,320 | 0.0% | 0.0% | 44 | +196,502 | 46.95% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | Added to | 614,096 | 3,316 | 0.01% | 0.01% | 45 | +131,661 | 27.29% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 594,879 | 3,212 | 0.01% | 0.01% | 46 | +86 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 588,657 | 3,178 | 0.21% | 0.16% | 47 | +225,391 | 62.05% | Q4 2025 | Jan 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 518,277 | 2,798 | 0.0% | 0.01% | 48 | -1,352,583 | -72.3% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 511,470 | 2,761 | 0.0% | 0.0% | 49 | +90,856 | 21.6% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 436,100 | 2,354 | 0.0% | 0.0% | 50 | +161,600 | 58.87% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 431,287 | 2,328 | 0.0% | 0.0% | 51 | +54,952 | 14.6% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Added to | 420,654 | 2,271 | 0.0% | 0.0% | 52 | +105,225 | 33.36% | Q4 2025 | Feb 09, 2026 |
| Inspire Advisors, LLC | History | New | 417,481 | 2,254 | 0.21% | — | 53 | +417,481 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 415,428 | 2,243 | 0.0% | 0.0% | 54 | +143,856 | 52.97% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 410,123 | 2,215 | 0.0% | 0.0% | 55 | +202,854 | 97.87% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 405,853 | 2,191 | 0.0% | 0.01% | 56 | -781,426 | -65.82% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 390,558 | 2,109 | 0.0% | 0.0% | 57 | +77,346 | 24.69% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | New | 356,421 | 1,924 | 0.11% | — | 58 | +356,421 | New | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 339,752 | 1,834 | 0.01% | 0.01% | 59 | -135,447 | -28.5% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 338,700 | 1,828 | 0.09% | 0.08% | 60 | +94,350 | 38.61% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 318,869 | 1,721 | 0.0% | 0.0% | 61 | +249,004 | 356.41% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | New | 300,000 | 1,620 | 0.06% | — | 62 | +300,000 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 291,289 | 1,572 | 0.0% | 0.0% | 63 | -98,889 | -25.34% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 262,872 | 1,419 | 0.08% | — | 64 | +262,872 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 254,917 | 1,376 | 0.01% | — | 65 | +254,917 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 253,878 | 1,370 | 0.0% | 0.0% | 66 | +41,311 | 19.43% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 250,973 | 1,355 | 0.0% | 0.0% | 67 | +90,612 | 56.51% | Q4 2025 | Feb 19, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 242,650 | 1,310 | 0.02% | 0.01% | 68 | +183,980 | 313.58% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 240,406 | 1,298 | 0.01% | 0.01% | 69 | +74,107 | 44.56% | Q4 2025 | Feb 12, 2026 |
| Kultura Capital Management LP | History | New | 240,000 | 1,296 | 0.8% | — | 70 | +240,000 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 231,400 | 1,249 | 0.0% | — | 71 | +231,400 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 217,980 | 1,177 | 0.0% | — | 72 | +217,980 | New | Q4 2025 | Feb 13, 2026 |
| Themes Management Co LLC | History | New | 209,904 | 1,133 | 0.85% | — | 73 | +209,904 | New | Q4 2025 | Feb 09, 2026 |
| Graham Capital Management, L.P. | History | No change | 207,500 | 1,120 | 0.03% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Added to | 205,000 | 1,107 | 0.15% | 0.16% | 75 | +48,000 | 30.57% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 201,184 | 1,086 | 0.0% | 0.0% | 76 | +175,890 | 695.38% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | Added to | 200,531 | 1,082 | 0.09% | 0.04% | 77 | +115,101 | 134.73% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 199,700 | 1,079 | 0.0% | 0.0% | 78 | +76,100 | 61.57% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Added to | 179,400 | 968 | 0.04% | 0.04% | 79 | +26,900 | 17.64% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 177,564 | 959 | 0.0% | 0.0% | 80 | +14,467 | 8.87% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 173,100 | 935 | 0.0% | 0.0% | 81 | +8,217 | 4.98% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 171,082 | 923 | 0.02% | 0.03% | 82 | +11,901 | 7.48% | Q4 2025 | Feb 03, 2026 |
| NOMURA HOLDINGS INC | History | No change | 168,400 | 909 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 165,970 | 896 | 0.01% | — | 84 | +165,970 | New | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 160,170 | 864 | 0.0% | 0.0% | 85 | +38,821 | 31.99% | Q4 2025 | Feb 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 159,300 | 860 | 0.11% | 0.21% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 145,895 | 787 | 0.05% | 0.06% | 87 | +1,645 | 1.14% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 144,477 | 780 | 0.01% | 0.01% | 88 | +20,187 | 16.24% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 140,188 | 757 | 0.01% | 0.01% | 89 | -42,698 | -23.35% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 137,311 | 741 | 0.02% | 0.02% | 90 | +797 | 0.58% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 132,121 | 713 | 0.0% | 0.0% | 91 | +33,147 | 33.49% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 124,239 | 670 | 0.0% | 0.0% | 92 | +4,073 | 3.39% | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Added to | 119,480 | 645 | 0.0% | 0.0% | 93 | +33,314 | 38.66% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 123,641 | 635 | 0.02% | 0.01% | 94 | +10,401 | 9.18% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 116,375 | 628 | 0.03% | 0.14% | 95 | -105,710 | -47.6% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 116,480 | 628 | 0.01% | 0.0% | 96 | +36,400 | 45.45% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 103,923 | 618 | 0.0% | 0.0% | 97 | +2,912 | 2.88% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 114,232 | 616 | 0.0% | 0.0% | 98 | +22,600 | 24.66% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 111,570 | 602 | 0.0% | 0.0% | 99 | -407,832 | -78.52% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 111,334 | 601 | 0.24% | — | 100 | +111,334 | New | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 107,150 | 578 | 0.07% | 0.15% | 101 | -49,000 | -31.38% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 96,835 | 549 | 0.03% | — | 102 | +96,835 | New | Q4 2025 | Feb 12, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Reduced | 100,000 | 540 | 0.01% | 0.02% | 103 | -40,000 | -28.57% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | New | 99,876 | 539 | 0.01% | — | 104 | +99,876 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 99,490 | 537 | 0.0% | 0.0% | 105 | +6,544 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 99,401 | 536 | 0.0% | — | 106 | +99,401 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 98,529 | 532 | 0.0% | 0.0% | 107 | +15,122 | 18.13% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 94,791 | 512 | 0.0% | — | 108 | +94,791 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 93,000 | 502 | 0.0% | 0.0% | 109 | +33,300 | 55.78% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 92,059 | 497 | 0.0% | 0.0% | 110 | +12,650 | 15.93% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 90,285 | 487 | 0.0% | 0.0% | 111 | +18,382 | 25.56% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 89,078 | 481 | 0.0% | 0.0% | 112 | +30,116 | 51.08% | Q4 2025 | Feb 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 87,985 | 475 | 0.02% | — | 113 | +87,985 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | New | 82,800 | 447 | 0.0% | — | 114 | +82,800 | New | Q4 2025 | Feb 11, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 79,705 | 430 | 0.02% | 0.01% | 115 | +32,748 | 69.74% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 79,192 | 427 | 0.0% | 0.0% | 116 | +29,704 | 60.02% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 76,606 | 413 | 0.0% | 0.0% | 117 | +24,023 | 45.69% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 75,270 | 406 | 0.0% | 0.0% | 118 | +50,269 | 201.07% | Q4 2025 | Feb 13, 2026 |
| AlphaCentric Advisors LLC | History | New | 75,000 | 405 | 0.4% | — | 119 | +75,000 | New | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | New | 73,613 | 397 | 0.03% | — | 120 | +73,613 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 70,282 | 379 | 0.0% | 0.0% | 121 | +19,369 | 38.04% | Q4 2025 | Jan 30, 2026 |
| Leonteq Securities AG | History | Reduced | 67,999 | 367 | 0.01% | 0.02% | 122 | -19,000 | -21.84% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 67,785 | 366 | 0.01% | 0.01% | 123 | +6,945 | 11.42% | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 67,262 | 363 | 0.03% | 0.04% | 124 | -7,203 | -9.67% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Reduced | 64,651 | 349 | 0.02% | 0.02% | 126 | -732 | -1.12% | Q4 2025 | Feb 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 64,792 | 349 | 0.03% | 0.04% | 125 | -280 | -0.43% | Q4 2025 | Jan 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 64,243 | 346 | 0.0% | 0.0% | 127 | +11,549 | 21.92% | Q4 2025 | Feb 02, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 61,387 | 331 | 0.0% | 0.0% | 128 | +22,862 | 59.34% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 60,698 | 327 | 0.0% | 0.0% | 129 | +10,104 | 19.97% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,158 | 324 | 0.0% | 0.0% | 130 | +26,110 | 76.69% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 58,930 | 318 | 0.0% | 0.0% | 131 | -5,026 | -7.86% | Q4 2025 | Feb 17, 2026 |
| Gibbs Wealth Management | History | Added to | 51,132 | 317 | 0.08% | 0.06% | 132 | +8,500 | 19.94% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 58,153 | 314 | 0.0% | 0.01% | 133 | +6,438 | 12.45% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 56,821 | 306 | 0.0% | 0.0% | 134 | +34,952 | 159.82% | Q4 2025 | Feb 13, 2026 |
| Ionic Capital Management LLC | History | New | 54,000 | 291 | 0.04% | — | 135 | +54,000 | New | Q4 2025 | Feb 17, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 52,948 | 285 | 0.16% | 0.14% | 136 | +17,437 | 49.1% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 51,801 | 279 | 0.0% | — | 137 | +51,801 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 50,380 | 272 | 0.0% | 0.0% | 138 | -61 | -0.12% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 49,800 | 268 | 0.0% | 0.07% | 140 | -2,760,279 | -98.23% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 49,706 | 268 | 0.0% | 0.0% | 139 | +8,511 | 20.66% | Q4 2025 | Feb 13, 2026 |
| Sun Group Wealth Partners | History | New | 47,421 | 256 | 0.21% | — | 141 | +47,421 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,216 | 254 | 0.0% | 0.0% | 142 | -20,639 | -30.42% | Q4 2025 | Feb 06, 2026 |
| SummitTX Capital, L.P. | History | Added to | 45,058 | 243 | 0.01% | 0.0% | 143 | +34,404 | 322.92% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 44,385 | 239 | 0.09% | — | 145 | +44,385 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,335 | 239 | 0.0% | 0.0% | 144 | +19,335 | 77.34% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | Added to | 44,201 | 238 | 0.11% | 0.08% | 146 | +14,294 | 47.79% | Q4 2025 | Jan 30, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 42,832 | 221 | 0.03% | 0.02% | 147 | +21,916 | 104.78% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 40,100 | 216 | 0.01% | 0.01% | 148 | -1,353,200 | -97.12% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 38,904 | 210 | 0.01% | 0.01% | 149 | +5,175 | 15.34% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,385 | 207 | 0.0% | 0.0% | 150 | +5,980 | 22.65% | Q4 2025 | Jan 08, 2026 |
| Optiver Holding B.V. | History | New | 38,198 | 206 | 0.0% | — | 151 | +38,198 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 37,868 | 204 | 0.0% | 0.0% | 152 | -4,394 | -10.4% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | New | 36,500 | 197 | 0.01% | — | 153 | +36,500 | New | Q4 2025 | Feb 11, 2026 |
| Keystone Wealth Services, LLC | History | New | 36,296 | 196 | 0.04% | — | 155 | +36,296 | New | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 36,279 | 196 | 0.01% | — | 154 | +36,279 | New | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | New | 36,055 | 194 | 0.04% | — | 156 | +36,055 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 35,218 | 190 | 0.01% | 0.0% | 157 | +11,039 | 45.66% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 34,374 | 185 | 0.0% | 0.0% | 158 | +11,824 | 52.43% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | New | 33,855 | 182 | 0.0% | — | 159 | +33,855 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 32,417 | 175 | 0.0% | — | 160 | +32,417 | New | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,207 | 168 | 0.0% | 0.0% | 161 | +1,865 | 6.36% | Q4 2025 | Jan 23, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 30,450 | 164 | 0.0% | 0.0% | 162 | -34,150 | -52.86% | Q4 2025 | Feb 12, 2026 |
| Parisi Gray Wealth Management | History | Added to | 30,325 | 163 | 0.04% | 0.04% | 163 | +8,222 | 37.2% | Q4 2025 | Jan 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 29,200 | 157 | 0.04% | 0.03% | 164 | +8,200 | 39.05% | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 29,007 | 156 | 0.01% | — | 165 | +29,007 | New | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 28,703 | 154 | 0.0% | — | 167 | +28,703 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 28,556 | 154 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 28,413 | 153 | 0.0% | — | 168 | +28,413 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,789 | 150 | 0.0% | 0.0% | 169 | +8,933 | 47.37% | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | New | 29,576 | 149 | 0.0% | — | 172 | +29,576 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | New | 27,728 | 149 | 0.0% | — | 170 | +27,728 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 25,573 | 149 | 0.0% | — | 173 | +25,573 | New | Q4 2025 | Jan 15, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 27,600 | 149 | 0.0% | 0.02% | 171 | -20,100 | -42.14% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 27,512 | 148 | 0.04% | 0.03% | 174 | +19,743 | 254.13% | Q4 2025 | Mar 03, 2026 |
| FMR LLC | History | Added to | 26,853 | 145 | 0.0% | 0.0% | 175 | +11,233 | 71.91% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 26,335 | 142 | 0.0% | 0.0% | 176 | -10,880 | -29.24% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 26,105 | 140 | 0.0% | 0.0% | 178 | -2,345 | -8.24% | Q4 2025 | Mar 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,963 | 140 | 0.0% | 0.0% | 177 | +463 | 1.82% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 24,116 | 130 | 0.0% | 0.0% | 179 | +6,002 | 33.13% | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | New | 24,111 | 129 | 0.0% | — | 180 | +24,111 | New | Q4 2025 | Mar 20, 2026 |
| Delaney Dennis R | History | No change | 24,000 | 129 | 0.06% | 0.08% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 23,857 | 128 | 0.01% | 0.01% | 182 | +2,300 | 10.67% | Q4 2025 | Feb 06, 2026 |
| Heck Capital Advisors, LLC | History | New | 23,602 | 127 | 0.01% | — | 183 | +23,602 | New | Q4 2025 | Jan 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 20,000 | 121 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 22,264 | 120 | 0.0% | 0.0% | 186 | +19,865 | 828.05% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 22,229 | 120 | 0.0% | 0.0% | 187 | +4,767 | 27.3% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 22,240 | 120 | 0.0% | 0.0% | 185 | +300 | 1.37% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 21,919 | 118 | 0.0% | — | 190 | +21,919 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,977 | 118 | 0.0% | 0.0% | 188 | -8,200 | -27.17% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 22,000 | 118 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 21,636 | 116 | 0.0% | — | 191 | +21,636 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | New | 21,200 | 114 | 0.01% | — | 192 | +21,200 | New | Q4 2025 | Feb 05, 2026 |
| OneAscent Financial Services LLC | History | New | 21,109 | 113 | 0.01% | — | 193 | +21,109 | New | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 20,926 | 112 | 0.0% | — | 195 | +20,926 | New | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,797 | 112 | 0.0% | 0.0% | 194 | +1,507 | 7.81% | Q4 2025 | Jan 21, 2026 |
| PEAK6 LLC | History | Reduced | 20,529 | 110 | 0.0% | 0.0% | 196 | -172,331 | -89.36% | Q4 2025 | Mar 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 20,307 | 109 | 0.0% | 0.0% | 197 | -395 | -1.91% | Q4 2025 | Feb 02, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 20,000 | 108 | 0.02% | 0.02% | 198 | -1,000 | -4.76% | Q4 2025 | Jan 29, 2026 |
| Covenant Asset Management, LLC | History | No change | 20,000 | 108 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 19,822 | 107 | 0.0% | 0.0% | 200 | +4,305 | 27.74% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 19,609 | 105 | 0.0% | — | 201 | +19,609 | New | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | New | 19,011 | 102 | 0.0% | — | 202 | +19,011 | New | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 18,133 | 99 | 0.0% | 0.0% | 203 | -312 | -1.69% | Q4 2025 | Feb 18, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 19,159 | 96 | 0.02% | 0.02% | 204 | +1,340 | 7.52% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 18,647 | 95 | 0.0% | 0.01% | 205 | -25,513 | -57.77% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 17,086 | 92 | 0.0% | — | 206 | +17,086 | New | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,880 | 91 | 0.0% | 0.01% | 208 | -22,647 | -57.3% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,000 | 91 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | New | 16,790 | 90 | 0.01% | — | 210 | +16,790 | New | Q4 2025 | Feb 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 16,668 | 90 | 0.01% | — | 209 | +16,668 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 16,350 | 88 | 0.0% | — | 211 | +16,350 | New | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 16,350 | 88 | 0.03% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 16,178 | 87 | 0.01% | 0.01% | 213 | -172 | -1.05% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,100 | 86 | 0.0% | — | 214 | +16,100 | New | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | New | 15,681 | 84 | 0.0% | — | 215 | +15,681 | New | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,244 | 82 | 0.0% | 0.0% | 216 | +7,318 | 92.33% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,000 | 81 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,418 | 77 | 0.0% | 0.0% | 218 | -23,147 | -61.62% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,265 | 77 | 0.0% | 0.0% | 219 | +2,200 | 18.23% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 14,200 | 76 | 0.0% | 0.0% | 220 | -16,800 | -54.19% | Q4 2025 | Feb 02, 2026 |
| KBC Group NV | History | Added to | 13,811 | 75 | 0.0% | 0.0% | 221 | +7,551 | 120.62% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Added to | 13,631 | 74 | 0.0% | 0.0% | 222 | +4,254 | 45.37% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,585 | 73 | 0.0% | 0.0% | 223 | +500 | 3.82% | Q4 2025 | Feb 05, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | New | 13,500 | 72 | 0.08% | — | 227 | +13,500 | New | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,432 | 72 | 0.0% | — | 224 | +13,432 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,508 | 72 | 0.0% | 0.0% | 225 | -1,834 | -11.95% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,500 | 72 | 0.0% | 0.0% | 226 | +1,000 | 8.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,177 | 71 | 0.0% | 0.04% | 230 | -96,846 | -88.02% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 13,300 | 71 | 0.0% | — | 229 | +13,300 | New | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,244 | 71 | 0.0% | 0.0% | 228 | +3,106 | 30.64% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,008 | 70 | 0.0% | 0.0% | 231 | +2,496 | 23.74% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 12,821 | 69 | 0.0% | — | 232 | +12,821 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 12,617 | 68 | 0.0% | — | 234 | +12,617 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 12,600 | 68 | 0.0% | 0.0% | 233 | -3,500 | -21.74% | Q4 2025 | Jan 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,649 | 68 | 0.0% | 0.0% | 235 | +2,270 | 21.87% | Q4 2025 | Feb 12, 2026 |
| Advance Capital Management, Inc. | History | New | 12,055 | 65 | 0.0% | — | 236 | +12,055 | New | Q4 2025 | Jan 06, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 12,000 | 64 | 0.01% | — | 239 | +12,000 | New | Q4 2025 | Jan 23, 2026 |
| Arete Wealth Advisors, LLC | History | New | 11,900 | 64 | 0.0% | — | 238 | +11,900 | New | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 12,000 | 64 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 11,783 | 63 | 0.0% | — | 241 | +11,783 | New | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 11,510 | 63 | 0.0% | 0.0% | 240 | +1,122 | 10.8% | Q4 2025 | Jan 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 11,581 | 62 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gainplan LLC | History | New | 11,143 | 60 | 0.02% | — | 243 | +11,143 | New | Q4 2025 | Jan 23, 2026 |
| Bay Rivers Group | History | No change | 10,961 | 59 | 0.02% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | New | 10,845 | 58 | 0.0% | — | 245 | +10,845 | New | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,567 | 57 | 0.0% | 0.0% | 246 | +100 | 0.96% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 10,320 | 55 | 0.0% | — | 249 | +10,320 | New | Q4 2025 | Mar 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 10,360 | 55 | 0.01% | 0.0% | 248 | -1,700 | -14.1% | Q4 2025 | Mar 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,261 | 55 | 0.0% | 0.0% | 247 | +101 | 0.99% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | New | 10,216 | 54 | 0.0% | — | 250 | +10,216 | New | Q4 2025 | Jan 30, 2026 |
| Hodges Capital Management Inc. | History | New | 10,000 | 54 | 0.0% | — | 251 | +10,000 | New | Q4 2025 | Feb 11, 2026 |
| Shepherd Financial Partners LLC | History | No change | 10,000 | 54 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 8,404 | 45 | 0.07% | 0.01% | 254 | -4,605 | -35.4% | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,367 | 45 | 0.0% | 0.0% | 253 | +167 | 2.04% | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | Added to | 7,169 | 38 | 0.0% | 0.0% | 255 | +6,169 | 616.9% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,793 | 36 | 0.0% | 0.0% | 256 | -8,975 | -56.92% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,225 | 33 | 0.0% | 0.0% | 257 | +3 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,835 | 31 | 0.0% | — | 260 | +5,835 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,693 | 31 | 0.0% | 0.0% | 258 | +3,117 | 121.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 5,721 | 31 | 0.0% | 0.0% | 259 | +1,081 | 23.3% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,640 | 30 | 0.0% | 0.0% | 261 | +3,392 | 150.89% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,381 | 29 | 0.0% | 0.0% | 262 | +4,631 | 617.47% | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 5,117 | 27 | 0.0% | — | 263 | +5,117 | New | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 5,000 | 27 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,976 | 26 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 4,370 | 23 | 0.0% | — | 266 | +4,370 | New | Q4 2025 | Feb 05, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 4,190 | 22 | 0.02% | 0.02% | 267 | -1,000 | -19.27% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 4,066 | 21 | 0.0% | 0.0% | 268 | +3,259 | 403.84% | Q4 2025 | Jan 30, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,008 | 21 | 0.0% | 0.0% | 270 | +1,432 | 55.59% | Q4 2025 | Jan 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4,050 | 21 | 0.02% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,801 | 20 | 0.0% | 0.0% | 272 | -2,720 | -41.71% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,712 | 20 | 0.0% | 0.0% | 271 | +712 | 23.73% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,575 | 19 | 0.0% | 0.0% | 273 | +1,270 | 55.1% | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,442 | 18 | 0.0% | 0.0% | 275 | -6,117 | -63.99% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | New | 3,500 | 18 | 0.0% | — | 276 | +3,500 | New | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,500 | 18 | 0.0% | 0.0% | 274 | +3,000 | 600.0% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 3,500 | 18 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Reduced | 3,165 | 17 | 0.0% | 0.0% | 278 | -200 | -5.94% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 3,115 | 16 | 0.0% | 0.0% | 279 | -390 | -11.13% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 3,000 | 16 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DANSKE BANK A/S | History | New | 2,604 | 14 | 0.0% | — | 281 | +2,604 | New | Q4 2025 | Feb 02, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 2,500 | 13 | 0.01% | 0.01% | 282 | -500 | -16.67% | Q4 2025 | Feb 17, 2026 |
| Gould Capital, LLC | History | No change | 2,500 | 13 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,227 | 12 | 0.0% | — | 285 | +2,135 | 2320.65% | Q4 2025 | Jan 05, 2026 |
| Ancora Advisors LLC | History | Added to | 2,250 | 12 | 0.0% | 0.0% | 284 | +1,000 | 80.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,222 | 11 | 0.0% | 0.0% | 287 | +195 | 9.62% | Q4 2025 | Jan 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,150 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Reduced | 1,761 | 9 | 0.0% | 0.0% | 289 | -84,425 | -97.96% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,349 | 9 | 0.0% | — | 288 | +1,349 | New | Q4 2025 | Feb 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,480 | 8 | 0.01% | — | 293 | +1,480 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Added to | 1,450 | 8 | 0.0% | 0.0% | 291 | +400 | 38.1% | Q4 2025 | Feb 04, 2026 |
| Cedar Wealth Management, LLC | History | No change | 1,525 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Planning,Inc | History | No change | 1,500 | 8 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bank of Jackson Hole Trust | History | New | 1,335 | 7 | 0.0% | — | 297 | +1,335 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,363 | 7 | 0.0% | 0.0% | 294 | -850 | -38.41% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,400 | 7 | 0.0% | 0.0% | 295 | +700 | 100.0% | Q4 2025 | Jan 22, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,350 | 7 | 0.0% | 0.0% | 298 | -400 | -22.86% | Q4 2025 | Jan 12, 2026 |
| Aspect Partners, LLC | History | Added to | 1,453 | 7 | 0.0% | 0.0% | 296 | +221 | 17.94% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,245 | 6 | 0.0% | — | 299 | +1,238 | 17685.71% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 1,150 | 6 | 0.0% | — | 300 | +1,150 | New | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 1,000 | 5 | 0.0% | — | 302 | +1,000 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,001 | 5 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financially Speaking Inc | History | No change | 1,000 | 5 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 834 | 4 | 0.0% | — | 307 | +834 | New | Q4 2025 | Mar 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 785 | 4 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 745 | 4 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 728 | 3 | 0.0% | 0.0% | 309 | +148 | 25.52% | Q4 2025 | Feb 10, 2026 |
| Investors Research Corp | History | No change | 678 | 3 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Blue Trust, Inc. | History | No change | 557 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 700 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 570 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 721 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 500 | 2 | 0.0% | — | 317 | +500 | New | Q4 2025 | Jan 22, 2026 |
| Investors Portfolio Services LLC | History | New | 444 | 2 | 0.0% | — | 325 | +444 | New | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | New | 400 | 2 | 0.0% | — | 318 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 400 | 2 | 0.0% | — | 322 | +400 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 393 | 2 | 0.0% | — | 320 | +393 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 378 | 2 | 0.0% | 0.0% | 319 | -326 | -46.31% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 404 | 2 | 0.0% | 0.0% | 316 | +234 | 137.65% | Q4 2025 | Jan 20, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 375 | 2 | 0.0% | 0.0% | 324 | +26 | 7.45% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 500 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 528 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 400 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 200 | 1 | 0.0% | 0.0% | 332 | -606 | -75.19% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 292 | 1 | 0.0% | — | 337 | +292 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 250 | 1 | 0.0% | — | 327 | +250 | New | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | New | 229 | 1 | 0.0% | — | 326 | +229 | New | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 200 | 1 | 0.0% | — | 328 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 220 | 1 | 0.0% | — | 336 | +200 | 1000.0% | Q4 2025 | Feb 04, 2026 |
| Purpose Unlimited Inc. | History | New | 195 | 1 | 0.0% | — | 338 | +195 | New | Q4 2025 | Mar 20, 2026 |
| LRI Investments, LLC | History | Added to | 248 | 1 | 0.0% | — | 334 | +124 | 100.0% | Q4 2025 | Feb 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 188 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 337 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 300 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 268 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,290,451 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -249,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -220,175 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -213,174 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.43% | — | -210,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -171,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -120,084 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 1.17% | — | -100,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -76,852 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -60,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,610 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -52,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -37,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,657 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.22% | — | -24,514 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KITCHING PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -20,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,369 | -100.0% | Q3 2025 | Oct 28, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,546 | -100.0% | Q3 2025 | Oct 27, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,125 | -100.0% | Q3 2025 | Oct 27, 2025 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,865 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,415 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,300 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,141 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ROCKLAND TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,610 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -805 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ASSETMARK, INC | History | Added to | 150 | 0 | — | — | — | +147 | 4900.0% | Q4 2025 | Jan 23, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 145 | 0 | — | — | — | +145 | New | Q4 2025 | Feb 04, 2026 |
| Quarry LP | History | New | 123 | 0 | — | — | — | +123 | New | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 107 | 0 | — | — | — | +100 | 1428.57% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 126 | 0 | — | — | — | +93 | 281.82% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 83 | 0 | — | — | — | +83 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | Added to | 150 | 0 | — | — | — | +50 | 50.0% | Q4 2025 | Jan 14, 2026 |
| IAG Wealth Partners, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q4 2025 | Feb 10, 2026 |
| Operose Advisors LLC | History | Added to | 125 | 0 | — | — | — | +25 | 25.0% | Q4 2025 | Feb 10, 2026 |
| RHL GROUP, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Covestor Ltd | History | Reduced | 30 | 0 | — | — | — | -1 | -3.23% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 19, 2026 |
| JNBA Financial Advisors | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Darwin Wealth Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Scarborough Advisors, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Advocates LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |