BANK OF CHILE - BCH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,294,332 | 49,184 | 0.08% | 0.05% | 1 | +2,438 | 0.19% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 1,049,327 | 39,874 | 0.0% | 0.0% | 2 | -8,205 | -0.78% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Added to | 944,941 | 35,907 | 0.25% | 0.21% | 3 | +39,269 | 4.34% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 858,525 | 32,625 | 0.01% | 0.01% | 4 | -1,899 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 835,782 | 31,754 | 0.76% | 0.65% | 5 | +190,567 | 29.54% | Q4 2025 | Feb 13, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 732,470 | 27,833 | 0.02% | 0.02% | 6 | -203,569 | -21.75% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 638,401 | 24,259 | 0.0% | 0.0% | 7 | -61,969 | -8.85% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 576,017 | 21,888 | 0.0% | 0.0% | 8 | +71,497 | 14.17% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 494,082 | 18,775 | 0.0% | 0.0% | 9 | +258,844 | 110.03% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 482,574 | 18,337 | 0.01% | — | 10 | +482,574 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 456,448 | 17,346 | 0.03% | 0.02% | 11 | -9,973 | -2.14% | Q4 2025 | Feb 05, 2026 |
| TT International Asset Management LTD | History | Reduced | 424,899 | 16,093 | 3.4% | 5.22% | 12 | -464,952 | -52.25% | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 337,158 | 12,812 | 0.0% | 0.0% | 13 | +4,109 | 1.23% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 315,001 | 11,970 | 0.08% | 0.1% | 14 | -160,494 | -33.75% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 306,918 | 11,662 | 0.01% | 0.0% | 15 | +187,822 | 157.71% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 266,126 | 10,112 | 0.03% | 0.03% | 16 | -67,432 | -20.22% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 264,324 | 10,044 | 0.0% | 0.0% | 17 | -13,988 | -5.03% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 262,364 | 9,969 | 0.01% | 0.01% | 18 | -90,101 | -25.56% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 197,942 | 7,521 | 0.0% | 0.0% | 19 | -81,238 | -29.1% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 173,496 | 6,592 | 0.0% | 0.0% | 20 | +18,416 | 11.88% | Q4 2025 | Mar 25, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 163,314 | 6,205 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 102,905 | 3,910 | 0.01% | — | 22 | +102,905 | New | Q4 2025 | Feb 17, 2026 |
| Truffle Hound Capital, LLC | History | Reduced | 100,000 | 3,800 | 0.99% | 1.27% | 23 | -50,000 | -33.33% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 80,622 | 3,063 | 0.0% | 0.0% | 24 | +75,689 | 1534.34% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 80,029 | 3,037 | 0.0% | 0.0% | 25 | -6,154 | -7.14% | Q4 2025 | Feb 10, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 77,835 | 2,957 | 0.44% | 0.35% | 26 | +455 | 0.59% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,742 | 2,916 | 0.0% | 0.0% | 27 | +16,060 | 26.47% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 75,883 | 2,883 | 0.0% | 0.0% | 28 | +27,232 | 55.97% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 63,284 | 2,404 | 0.04% | 0.02% | 29 | +15,911 | 33.59% | Q4 2025 | Feb 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 61,365 | 2,331 | 0.02% | 0.01% | 30 | +726 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 57,856 | 2,198 | 0.02% | 0.02% | 31 | -6,743 | -10.44% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 55,422 | 2,106 | 0.0% | 0.0% | 32 | +13,363 | 31.77% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 51,412 | 1,953 | 0.0% | 0.0% | 33 | -1,517 | -2.87% | Q4 2025 | Feb 19, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 51,325 | 1,950 | 0.18% | 0.03% | 34 | +41,825 | 440.26% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 50,365 | 1,914 | 0.0% | 0.0% | 35 | +7,680 | 17.99% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 41,874 | 1,591 | 0.05% | 0.02% | 36 | +25,643 | 157.99% | Q4 2025 | Jan 14, 2026 |
| Aubrey Capital Management Ltd | History | No change | 40,500 | 1,539 | 0.61% | 0.39% | 37 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,413 | 1,459 | 0.0% | 0.0% | 38 | -41,936 | -52.19% | Q4 2025 | Feb 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 38,146 | 1,449 | 0.07% | — | 40 | +38,146 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 38,149 | 1,449 | 0.0% | 0.0% | 39 | +1,000 | 2.69% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 35,330 | 1,342 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Added to | 34,246 | 1,301 | 0.01% | 0.0% | 42 | +5,278 | 18.22% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 34,215 | 1,300 | 0.0% | — | 43 | +34,215 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 32,904 | 1,250 | 0.0% | 0.0% | 44 | -120 | -0.36% | Q4 2025 | Mar 09, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 29,731 | 1,129 | 0.01% | — | 45 | +29,731 | New | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,719 | 1,053 | 0.0% | 0.0% | 46 | -9,133 | -24.78% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 27,100 | 1,029 | 0.0% | — | 47 | +27,100 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 26,665 | 1,013 | 0.0% | 0.0% | 48 | +6,600 | 32.89% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 26,233 | 996 | 0.0% | 0.0% | 49 | +1,244 | 4.98% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 24,712 | 939 | 0.0% | 0.0% | 50 | +197 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,702 | 938 | 0.01% | 0.01% | 51 | +3,056 | 14.12% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 24,356 | 925 | 0.0% | 0.0% | 52 | +19,964 | 454.55% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 24,130 | 916 | 0.03% | 0.01% | 53 | +16,008 | 197.09% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 23,650 | 898 | 0.0% | 0.0% | 54 | -70,413 | -74.86% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 23,430 | 890 | 0.02% | — | 55 | +23,430 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,294 | 885 | 0.0% | 0.0% | 56 | -1,706 | -6.82% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 23,113 | 877 | 0.0% | — | 57 | +23,113 | New | Q4 2025 | Mar 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,563 | 781 | 0.0% | 0.0% | 58 | -31,614 | -60.59% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 20,489 | 778 | 0.0% | 0.0% | 59 | -8,856 | -30.18% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 20,264 | 770 | 0.01% | 0.02% | 60 | -24,036 | -54.26% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 19,629 | 745 | 0.0% | — | 61 | +19,629 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,508 | 703 | 0.0% | 0.0% | 62 | +651 | 3.65% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,987 | 684 | 0.0% | 0.0% | 63 | +710 | 4.11% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 14,358 | 545 | 0.01% | 0.01% | 65 | -3,484 | -19.53% | Q4 2025 | Feb 03, 2026 |
| KBC Group NV | History | No change | 14,342 | 545 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 13,702 | 521 | 0.02% | — | 66 | +13,702 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,438 | 510 | 0.0% | 0.0% | 67 | -1,557 | -10.38% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 12,534 | 476 | 0.0% | — | 68 | +12,534 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11,704 | 445 | 0.01% | 0.0% | 69 | +3,594 | 44.32% | Q4 2025 | Feb 09, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 11,554 | 439 | 0.01% | 0.01% | 70 | +1,111 | 10.64% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 11,409 | 433 | 0.0% | — | 71 | +11,409 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 10,700 | 406 | 0.0% | 0.0% | 72 | +1,721 | 19.17% | Q4 2025 | Jan 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 10,527 | 400 | 0.01% | — | 73 | +10,527 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 9,862 | 374 | 0.0% | 0.01% | 74 | -21,321 | -68.37% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 9,461 | 359 | 0.02% | 0.03% | 75 | -2,349 | -19.89% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 8,145 | 325 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 8,412 | 319 | 0.01% | 0.0% | 77 | +3,161 | 60.2% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,128 | 308 | 0.02% | 0.04% | 78 | -12,000 | -59.62% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,674 | 291 | 0.0% | 0.0% | 79 | -583 | -7.06% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,582 | 288 | 0.0% | 0.0% | 80 | -357 | -4.5% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,575 | 287 | 0.0% | 0.0% | 81 | +125 | 1.68% | Q4 2025 | Feb 18, 2026 |
| FOCUSED ALPHA, LLC | History | New | 7,493 | 284 | 0.08% | — | 82 | +7,493 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | New | 7,313 | 279 | 0.05% | — | 83 | +7,313 | New | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | New | 7,143 | 271 | 0.01% | — | 85 | +7,143 | New | Q4 2025 | Feb 19, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,153 | 271 | 0.0% | 0.0% | 84 | -3,545 | -33.14% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 6,896 | 262 | 0.0% | — | 87 | +6,896 | New | Q4 2025 | Feb 13, 2026 |
| Employees Retirement System of Texas | History | No change | 6,886 | 262 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,804 | 258 | 0.03% | — | 88 | +6,804 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 6,671 | 253 | 0.0% | 0.0% | 89 | +7 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 6,554 | 249 | 0.0% | 0.0% | 90 | -107,091 | -94.23% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,242 | 237 | 0.0% | 0.0% | 91 | -597 | -8.73% | Q4 2025 | Feb 03, 2026 |
| SYON CAPITAL LLC | History | New | 6,199 | 235 | 0.01% | — | 93 | +6,199 | New | Q4 2025 | Feb 11, 2026 |
| Tuttle Capital Management, LLC | History | New | 6,193 | 235 | 0.52% | — | 92 | +6,193 | New | Q4 2025 | Jan 08, 2026 |
| Texas Yale Capital Corp. | History | New | 6,000 | 228 | 0.01% | — | 94 | +6,000 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,936 | 225 | 0.0% | 0.0% | 95 | -199 | -3.24% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 5,646 | 214 | 0.0% | — | 96 | +5,646 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 5,564 | 211 | 0.0% | — | 97 | +5,564 | New | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 5,412 | 205 | 0.0% | — | 98 | +5,412 | New | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 5,373 | 204 | 0.0% | 0.01% | 99 | -16,403 | -75.33% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,951 | 188 | 0.0% | 0.0% | 100 | -742 | -13.03% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,797 | 182 | 0.0% | 0.0% | 101 | -448 | -8.54% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 4,612 | 175 | 0.0% | 0.0% | 102 | -5 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,396 | 167 | 0.0% | 0.0% | 103 | +255 | 6.16% | Q4 2025 | Jan 26, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,770 | 143 | 0.0% | 0.01% | 104 | -14,941 | -79.85% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,072 | 116 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Inspire Investing, LLC | History | New | 2,622 | 99 | 0.01% | — | 106 | +2,622 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 2,445 | 92 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 1,746 | 66 | 0.0% | 0.0% | 108 | -157 | -8.25% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,722 | 65 | 0.0% | 0.0% | 109 | +1,276 | 286.1% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,618 | 61 | 0.01% | — | 110 | +1,616 | 80800.0% | Q4 2025 | Mar 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,511 | 57 | 0.0% | 0.0% | 111 | +189 | 14.3% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,499 | 56 | 0.0% | 0.0% | 112 | +227 | 17.85% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,135 | 43 | 0.0% | 0.0% | 113 | +360 | 46.45% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,095 | 41 | 0.0% | 0.0% | 114 | +40 | 3.79% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 565 | 21 | 0.0% | 0.0% | 115 | -497 | -46.8% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 388 | 14 | 0.0% | — | 117 | +388 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 389 | 14 | 0.0% | 0.0% | 116 | +57 | 17.17% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 338 | 12 | 0.0% | — | 118 | +338 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 167 | 6 | 0.0% | 0.0% | 119 | +79 | 89.77% | Q4 2025 | Feb 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 140 | 5 | 0.0% | — | 120 | +140 | New | Q4 2025 | Jan 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 134 | 5 | 0.0% | 0.0% | 122 | +32 | 31.37% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 143 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| True Wealth Design, LLC | History | Added to | 119 | 4 | 0.0% | 0.0% | 123 | +26 | 27.96% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | New | 93 | 3 | 0.0% | — | 125 | +93 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 82 | 3 | 0.0% | 0.0% | 124 | +3 | 3.8% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | New | 63 | 2 | 0.0% | — | 127 | +63 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 62 | 2 | 0.0% | — | 129 | +62 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 56 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 50 | 1 | 0.0% | — | 131 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 49 | 1 | 0.0% | 0.0% | 132 | -45 | -47.87% | Q4 2025 | Mar 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 43 | 1 | 0.0% | — | 133 | +14 | 48.28% | Q4 2025 | Jan 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -298,085 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -83,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Truxt Investmentos Ltda. | History | Closed out | 0 | 0 | — | 2.96% | — | -69,761 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -22,088 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -14,615 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,413 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.06% | — | -10,329 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,029 | -100.0% | Q3 2025 | Oct 23, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,894 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,410 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Raiffeisen Bank International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -6,100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,575 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25 | 0 | — | 0.0% | — | -223 | -89.92% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |