BALCHEM CORP - BCPC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | 4,910,666 | 753,099 | 0.01% | 0.01% | 1 | +75,610 | 1.56% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,876,270 | 594,464 | 0.01% | 0.01% | 2 | -17,378 | -0.45% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,210,094 | 186,734 | 0.01% | 0.01% | 3 | +9,218 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 1,204,319 | 184,694 | 3.11% | 3.07% | 4 | -68,459 | -5.38% | Q4 2025 | Feb 02, 2026 |
| WASATCH ADVISORS LP | History | New | 1,181,728 | 181,229 | 1.08% | — | 5 | +1,181,728 | New | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,005,824 | 154,272 | 0.01% | 0.01% | 6 | +9,995 | 1.0% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 926,162 | 142,036 | 0.01% | 0.01% | 7 | +19,811 | 2.19% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 907,801 | 139,220 | 2.62% | 2.54% | 8 | -80,181 | -8.12% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 597,952 | 91,704 | 0.02% | 0.02% | 9 | +18,900 | 3.26% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 535,391 | 82,107 | 0.0% | 0.0% | 10 | +2,275 | 0.43% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 511,024 | 78,370 | 0.0% | 0.01% | 11 | -46,082 | -8.27% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 418,438 | 64,171 | 0.01% | — | 12 | +418,438 | New | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 407,528 | 62,987 | 0.05% | — | 13 | +407,528 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 396,222 | 60,764 | 0.02% | 0.01% | 14 | +18,454 | 4.89% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 378,746 | 58,084 | 0.41% | 0.37% | 15 | +6,594 | 1.77% | Q4 2025 | Jan 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 365,241 | 56,013 | 0.01% | 0.01% | 16 | -20,383 | -5.29% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 365,118 | 55,994 | 0.01% | 0.01% | 17 | -1,680 | -0.46% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 298,986 | 45,852 | 0.13% | 0.11% | 18 | +23,511 | 8.53% | Q4 2025 | Feb 09, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 278,577 | 42,722 | 0.03% | 0.04% | 19 | -39,661 | -12.46% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 272,564 | 41,800 | 0.03% | 0.03% | 20 | +20,815 | 8.27% | Q4 2025 | Feb 13, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 267,455 | 41,016 | 0.53% | 0.52% | 21 | -377 | -0.14% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 224,780 | 34,472 | 0.01% | 0.01% | 22 | -1,149 | -0.51% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 224,700 | 34,459 | 0.07% | 0.07% | 23 | -10,500 | -4.46% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 216,324 | 33,175 | 0.52% | 0.49% | 24 | +21,921 | 11.28% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 214,982 | 32,970 | 0.29% | 0.27% | 25 | +9,338 | 4.54% | Q4 2025 | Feb 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 209,844 | 32,181 | 0.08% | 0.15% | 26 | -145,979 | -41.03% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 209,356 | 32,106 | 0.0% | 0.0% | 27 | +49,631 | 31.07% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 202,709 | 31,087 | 0.04% | 0.05% | 28 | -18,930 | -8.54% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 179,887 | 27,588 | 0.0% | — | 29 | +179,887 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 176,252 | 27,030 | 0.01% | 0.01% | 30 | +5,760 | 3.38% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 175,309 | 26,885 | 0.03% | 0.03% | 31 | -40,117 | -18.62% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 173,403 | 26,594 | 0.0% | 0.0% | 32 | -65,454 | -27.4% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 170,387 | 26,130 | 0.0% | 0.0% | 33 | -12,813 | -6.99% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 152,100 | 23,326 | 0.04% | 0.05% | 34 | -89,500 | -37.04% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 151,854 | 23,288 | 0.09% | 0.07% | 35 | +30,364 | 24.99% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 137,736 | 21,125 | 0.0% | 0.0% | 36 | -4,342 | -3.06% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 131,611 | 20,183 | 0.02% | 0.02% | 37 | +22,920 | 21.09% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 123,987 | 19,014 | 0.05% | 0.05% | 38 | +144 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Tributary Capital Management, LLC | History | Added to | 121,009 | 18,557 | 1.83% | 1.61% | 39 | +2,320 | 1.95% | Q4 2025 | Jan 27, 2026 |
| SANTA MONICA PARTNERS LP | History | Reduced | 116,854 | 17,921 | 10.87% | 10.57% | 40 | -3,160 | -2.63% | Q4 2025 | Feb 13, 2026 |
| Harvey Partners, LLC | History | New | 116,000 | 17,789 | 1.58% | — | 41 | +116,000 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 112,047 | 17,183 | 0.06% | 0.07% | 42 | -14,503 | -11.46% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 110,326 | 17,046 | 0.02% | 0.06% | 43 | -136,731 | -55.34% | Q4 2025 | Mar 09, 2026 |
| Congruence Capital, LLC | History | New | 110,482 | 16,943 | 6.23% | — | 44 | +110,482 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 108,820 | 16,688 | 0.0% | 0.0% | 45 | -3,082 | -2.75% | Q4 2025 | Feb 19, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 101,300 | 15,535 | 4.33% | 2.95% | 46 | +22,600 | 28.72% | Q4 2025 | Mar 10, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 97,632 | 14,972 | 0.02% | 0.06% | 47 | -180,572 | -64.91% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 89,563 | 13,735 | 0.01% | 0.01% | 48 | -10,470 | -10.47% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 89,166 | 13,674 | 0.05% | 0.04% | 49 | +789 | 0.89% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 87,261 | 13,382 | 0.01% | 0.01% | 50 | -3,285 | -3.63% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 83,978 | 12,878 | 0.0% | 0.0% | 51 | -4,541 | -5.13% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 83,472 | 12,801 | 0.01% | 0.01% | 52 | -83,532 | -50.02% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 81,912 | 12,562 | 0.17% | 0.14% | 53 | +10,725 | 15.07% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 76,505 | 11,732 | 0.0% | 0.0% | 54 | +120 | 0.16% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 76,345 | 11,708 | 0.33% | 0.33% | 55 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 75,823 | 11,628 | 0.0% | 0.0% | 56 | -24,143 | -24.15% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,300 | 11,547 | 0.0% | 0.0% | 57 | +21,255 | 39.33% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 71,198 | 10,918 | 0.01% | 0.01% | 58 | +4,581 | 6.88% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,687 | 10,687 | 0.01% | 0.0% | 59 | +18,024 | 34.89% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,260 | 10,008 | 0.0% | 0.0% | 60 | -8,843 | -11.93% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 64,479 | 9,888 | 0.01% | 0.0% | 61 | +51,479 | 395.99% | Q4 2025 | Feb 17, 2026 |
| BAHL & GAYNOR INC | History | Added to | 64,128 | 9,834 | 0.05% | 0.03% | 62 | +17,293 | 36.92% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 64,000 | 9,815 | 0.01% | 0.01% | 63 | +700 | 1.11% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,388 | 9,261 | 0.02% | 0.01% | 64 | +30,764 | 103.85% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 60,132 | 9,221 | 0.01% | 0.01% | 65 | -59,098 | -49.57% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 60,019 | 9,204 | 0.0% | 0.0% | 66 | -2,888 | -4.59% | Q4 2025 | Feb 18, 2026 |
| SG Americas Securities, LLC | History | Added to | 54,841 | 8,410 | 0.01% | 0.0% | 67 | +51,455 | 1519.64% | Q4 2025 | Jan 09, 2026 |
| BARCLAYS PLC | History | Reduced | 53,812 | 8,252 | 0.0% | 0.0% | 68 | -998 | -1.82% | Q4 2025 | Feb 13, 2026 |
| SG Capital Management LLC | History | New | 53,206 | 8,159 | 0.78% | — | 69 | +53,206 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 49,234 | 7,550 | 0.01% | 0.01% | 70 | +5,273 | 11.99% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 48,400 | 7,422 | 0.2% | 0.21% | 71 | +2,550 | 5.56% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,671 | 7,157 | 0.01% | 0.01% | 72 | -2,918 | -5.88% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 45,726 | 7,012 | 0.01% | 0.01% | 73 | +964 | 2.15% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 44,880 | 6,912 | 0.01% | 0.01% | 74 | -3,897 | -7.99% | Q4 2025 | Jan 15, 2026 |
| Jump Financial, LLC | History | Added to | 44,551 | 6,832 | 0.08% | 0.08% | 75 | +2,279 | 5.39% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 44,199 | 6,778 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Added to | 43,721 | 6,705 | 0.06% | 0.03% | 77 | +24,103 | 122.86% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 42,977 | 6,590 | 0.0% | 0.0% | 78 | +1,424 | 3.43% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 42,511 | 6,519 | 0.01% | 0.0% | 79 | +39,811 | 1474.48% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 41,735 | 6,400 | 0.0% | 0.0% | 80 | -1,111 | -2.59% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 41,104 | 6,303 | 0.22% | — | 81 | +41,104 | New | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 40,046 | 6,141 | 0.02% | 0.0% | 82 | +37,137 | 1276.62% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,157 | 6,006 | 0.1% | 0.1% | 83 | +930 | 2.43% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 38,515 | 5,906 | 0.01% | 0.01% | 84 | -19,992 | -34.17% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 38,447 | 5,896 | 0.01% | 14.76% | 85 | +17,261 | 81.47% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 37,345 | 5,727 | 0.02% | 0.02% | 86 | +5,028 | 15.56% | Q4 2025 | Jan 28, 2026 |
| EULAV Asset Management | History | No change | 36,100 | 5,536 | 0.15% | 0.13% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 34,652 | 5,314 | 0.0% | 0.0% | 88 | -5,444 | -13.58% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Reduced | 32,590 | 4,998 | 0.02% | 0.02% | 89 | -6,505 | -16.64% | Q4 2025 | Feb 12, 2026 |
| SummitTX Capital, L.P. | History | New | 31,347 | 4,807 | 0.14% | — | 90 | +31,347 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 30,637 | 4,698 | 0.0% | 0.0% | 91 | -390 | -1.26% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 30,388 | 4,660 | 0.14% | 0.24% | 92 | +5,288 | 21.07% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 30,330 | 4,651 | 0.01% | 0.01% | 93 | -2,062 | -6.37% | Q4 2025 | Feb 13, 2026 |
| Bath Savings Trust Co | History | Reduced | 29,879 | 4,582 | 0.46% | 0.46% | 94 | -990 | -3.21% | Q4 2025 | Jan 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 28,558 | 4,376 | 0.01% | 0.01% | 95 | -9,724 | -25.4% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 27,402 | 4,202 | 0.0% | 0.0% | 96 | +1,013 | 3.84% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,056 | 4,149 | 0.0% | 0.0% | 97 | -139 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 26,325 | 4,037 | 0.0% | 0.0% | 98 | +10,971 | 71.45% | Q4 2025 | Feb 17, 2026 |
| Cardinal Capital Management | History | Added to | 25,949 | 4,004 | 0.53% | 0.53% | 99 | +272 | 1.06% | Q4 2025 | Jan 30, 2026 |
| Fiera Capital Corp | History | Added to | 25,512 | 3,912 | 0.01% | 0.01% | 100 | +3,361 | 15.17% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 24,992 | 3,848 | 0.01% | 0.01% | 101 | +417 | 1.7% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 23,800 | 3,649 | 0.0% | 0.0% | 102 | +10,900 | 84.5% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,476 | 3,600 | 0.0% | 0.0% | 103 | -38,356 | -62.03% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 20,500 | 3,443 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 22,325 | 3,424 | 0.01% | 0.0% | 105 | +21,031 | 1625.27% | Q4 2025 | Feb 05, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 22,081 | 3,386 | 0.63% | 0.66% | 106 | -1,086 | -4.69% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 20,779 | 3,186 | 0.0% | 0.0% | 107 | -5,450 | -20.78% | Q4 2025 | Feb 12, 2026 |
| Global Alpha Capital Management Ltd. | History | Added to | 20,259 | 3,106 | 0.19% | 0.15% | 108 | +2,200 | 12.18% | Q4 2025 | Feb 11, 2026 |
| First National Advisers, LLC | History | Added to | 19,820 | 3,039 | 0.42% | 0.32% | 109 | +3,863 | 24.21% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 19,792 | 3,035 | 0.0% | 0.0% | 110 | +611 | 3.19% | Q4 2025 | Feb 11, 2026 |
| Vest Financial, LLC | History | Added to | 19,695 | 3,020 | 0.04% | 0.03% | 111 | +3,519 | 21.75% | Q4 2025 | Jan 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 19,375 | 2,971 | 0.04% | — | 112 | +19,375 | New | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,248 | 2,951 | 0.03% | 0.04% | 113 | -12,927 | -40.18% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 19,224 | 2,948 | 0.03% | 0.04% | 114 | -1,403 | -6.8% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 19,074 | 2,925 | 0.35% | 0.64% | 115 | -11,208 | -37.01% | Q4 2025 | Feb 17, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 18,898 | 2,898 | 0.5% | 0.49% | 116 | +611 | 3.34% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 18,363 | 2,816 | 0.01% | 0.01% | 117 | -895 | -4.65% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 18,141 | 2,782 | 0.03% | 0.03% | 118 | +406 | 2.29% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,989 | 2,758 | 0.03% | 0.03% | 119 | +204 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 17,979 | 2,757 | 0.08% | 0.21% | 120 | -29,197 | -61.89% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 17,291 | 2,652 | 0.0% | 0.01% | 121 | -8,975 | -34.17% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 16,217 | 2,487 | 0.0% | 0.0% | 122 | -7,161 | -30.63% | Q4 2025 | Feb 11, 2026 |
| WENDELL DAVID ASSOCIATES INC | History | Reduced | 16,090 | 2,468 | 0.25% | 0.25% | 123 | -1,037 | -6.05% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,045 | 2,460 | 0.0% | — | 124 | +16,045 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,834 | 2,428 | 0.0% | 0.0% | 125 | +4,571 | 40.58% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,649 | 2,401 | 0.0% | 0.0% | 126 | -2,807 | -15.21% | Q4 2025 | Mar 20, 2026 |
| CITIGROUP INC | History | Reduced | 15,268 | 2,341 | 0.0% | 0.0% | 127 | -10,094 | -39.8% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,252 | 2,339 | 0.0% | 0.0% | 128 | -10 | -0.07% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 15,238 | 2,336 | 0.13% | 0.12% | 129 | +2,663 | 21.18% | Q4 2025 | Feb 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 14,972 | 2,296 | 0.01% | — | 130 | +14,972 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 14,878 | 2,281 | 0.0% | 0.0% | 131 | +8,525 | 134.19% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,819 | 2,272 | 0.01% | 0.03% | 132 | -28,608 | -65.88% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,800 | 2,269 | 0.04% | 0.04% | 133 | -100 | -0.67% | Q4 2025 | Jan 16, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 14,480 | 2,220 | 0.03% | 0.03% | 134 | +1,649 | 12.85% | Q4 2025 | Feb 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 14,272 | 2,188 | 0.02% | 0.01% | 135 | +4,394 | 44.48% | Q4 2025 | Jan 28, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 14,133 | 2,167 | 0.15% | 0.16% | 136 | -1,703 | -10.75% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Reduced | 14,100 | 2,162 | 0.01% | 0.01% | 137 | -2,800 | -16.57% | Q4 2025 | Feb 02, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 14,009 | 2,148 | 0.01% | 0.01% | 138 | +874 | 6.65% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Added to | 13,745 | 2,107 | 0.0% | 0.0% | 139 | +3,784 | 37.99% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,598 | 2,084 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 13,546 | 2,077 | 0.01% | 0.01% | 141 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 13,146 | 2,016 | 0.03% | 0.01% | 142 | +9,490 | 259.57% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 12,935 | 1,983 | 0.0% | 0.0% | 143 | +564 | 4.56% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 12,473 | 1,912 | 0.01% | 0.01% | 144 | -11,320 | -47.58% | Q4 2025 | Feb 17, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 11,929 | 1,829 | 0.67% | 0.65% | 145 | -35 | -0.29% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 11,907 | 1,826 | 0.01% | — | 146 | +11,907 | New | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 11,451 | 1,756 | 0.01% | 0.0% | 147 | +1,600 | 16.24% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,417 | 1,750 | 0.0% | 0.0% | 148 | +26 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 11,245 | 1,724 | 0.06% | 0.11% | 149 | -16,196 | -59.02% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,943 | 1,692 | 0.01% | 0.0% | 150 | -43 | -0.43% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,981 | 1,684 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Voleon Capital Management LP | History | Reduced | 10,531 | 1,615 | 0.03% | 0.07% | 152 | -9,428 | -47.24% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 10,508 | 1,611 | 0.02% | 0.01% | 153 | +1,845 | 21.3% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 10,158 | 1,557 | 0.0% | 0.0% | 154 | -59 | -0.58% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,134 | 1,554 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,903 | 1,518 | 0.03% | 0.07% | 156 | -9,338 | -48.53% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 9,691 | 1,486 | 0.0% | 0.0% | 157 | +4,714 | 94.72% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,675 | 1,483 | 0.01% | — | 158 | +9,675 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 9,427 | 1,446 | 0.01% | 0.01% | 159 | +71 | 0.76% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,836 | 1,445 | 0.02% | 0.02% | 160 | -1,309 | -12.9% | Q4 2025 | Jan 21, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 9,267 | 1,430 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,245 | 1,418 | 0.0% | 0.0% | 162 | +2,424 | 35.54% | Q4 2025 | Feb 11, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 9,243 | 1,417 | 0.14% | 0.09% | 163 | +2,985 | 47.7% | Q4 2025 | Jan 21, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 9,112 | 1,397 | 0.41% | 0.41% | 164 | -412 | -4.33% | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Reduced | 9,066 | 1,390 | 0.01% | 0.01% | 165 | -583 | -6.04% | Q4 2025 | Jan 28, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 8,965 | 1,374 | 0.0% | — | 166 | +8,965 | New | Q4 2025 | Feb 13, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 8,931 | 1,369 | 0.78% | 0.61% | 167 | +1,113 | 14.24% | Q4 2025 | Jan 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,932 | 1,369 | 0.01% | 0.01% | 168 | -162 | -1.78% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 8,923 | 1,368 | 0.06% | 0.07% | 169 | -644 | -6.73% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | New | 8,893 | 1,363 | 0.0% | — | 170 | +8,893 | New | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 8,831 | 1,354 | 0.05% | 0.08% | 171 | -5,473 | -38.26% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 8,802 | 1,349 | 0.02% | 0.02% | 172 | -734 | -7.7% | Q4 2025 | Feb 17, 2026 |
| Laurus Global Equity Management Inc. | History | Reduced | 8,580 | 1,315 | 1.07% | 1.27% | 173 | -3,820 | -30.81% | Q4 2025 | Jan 28, 2026 |
| Graham Capital Management, L.P. | History | Added to | 8,420 | 1,291 | 0.03% | 0.01% | 174 | +3,511 | 71.52% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 8,179 | 1,254 | 0.01% | 0.01% | 175 | -1,015 | -11.04% | Q4 2025 | Jan 29, 2026 |
| Sagewood Asset Management LP | History | New | 8,100 | 1,242 | 0.44% | — | 176 | +8,100 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,018 | 1,229 | 0.01% | 0.01% | 177 | -247 | -2.99% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,429 | 1,139 | 0.01% | 0.01% | 178 | +140 | 1.92% | Q4 2025 | Feb 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 7,291 | 1,118 | 0.02% | 0.02% | 179 | -126 | -1.7% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,274 | 1,115 | 0.0% | 0.0% | 180 | +1,067 | 17.19% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,900 | 1,063 | 0.0% | 0.0% | 181 | +200 | 2.99% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,829 | 1,047 | 0.0% | 0.0% | 182 | +1,475 | 27.55% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,587 | 1,010 | 0.0% | 0.0% | 183 | +1,044 | 18.83% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,531 | 1,002 | 0.0% | 0.0% | 184 | +995 | 17.97% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 6,348 | 974 | 0.0% | 0.0% | 185 | +2,139 | 50.82% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,797 | 889 | 0.01% | 0.01% | 186 | +789 | 15.75% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,774 | 885 | 0.0% | 0.0% | 187 | -338 | -5.53% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,605 | 859 | 0.0% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 5,573 | 854 | 0.02% | 0.02% | 189 | -422 | -7.04% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,431 | 832 | 0.0% | 0.0% | 190 | -631 | -10.41% | Q4 2025 | Jan 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 5,408 | 829 | 0.04% | — | 191 | +5,408 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,400 | 828 | 0.0% | 0.0% | 192 | -5,100 | -48.57% | Q4 2025 | Feb 17, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 5,374 | 824 | 0.25% | 0.25% | 193 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,250 | 805 | 0.0% | 0.0% | 194 | +322 | 6.53% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,169 | 797 | 0.0% | 0.0% | 195 | -11 | -0.21% | Q4 2025 | Jan 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 4,969 | 791 | 0.05% | 0.06% | 196 | -101 | -1.99% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 5,000 | 766 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,977 | 763 | 0.01% | 0.01% | 198 | +277 | 5.89% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 4,942 | 757 | 0.0% | 0.0% | 199 | +3,156 | 176.71% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 4,849 | 743 | 0.18% | 0.1% | 200 | +2,098 | 76.26% | Q4 2025 | Jan 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,840 | 742 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bridgewater Associates, LP | History | New | 4,806 | 737 | 0.0% | — | 202 | +4,806 | New | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 4,756 | 729 | 0.0% | 0.0% | 203 | +2,967 | 165.85% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,733 | 725 | 0.01% | 0.01% | 204 | +67 | 1.44% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,626 | 709 | 0.0% | 0.0% | 205 | -6,043 | -56.64% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 4,626 | 709 | 0.0% | 0.0% | 206 | -6,043 | -56.64% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,548 | 697 | 0.0% | 0.0% | 207 | -26,705 | -85.45% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 4,454 | 683 | 0.0% | 0.0% | 208 | -68 | -1.5% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,334 | 664 | 0.0% | 0.0% | 209 | +784 | 22.08% | Q4 2025 | Feb 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 4,321 | 662 | 0.0% | — | 210 | +4,321 | New | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | New | 4,226 | 648 | 0.01% | — | 211 | +4,226 | New | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,212 | 645 | 0.0% | 0.01% | 212 | -2,118 | -33.46% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,001 | 613 | 0.0% | 0.0% | 213 | +390 | 10.8% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,941 | 604 | 0.02% | 0.02% | 214 | -48 | -1.2% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 3,944 | 604 | 0.02% | 0.02% | 215 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,819 | 585 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 3,760 | 576 | 0.06% | 0.05% | 217 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUMMITRY LLC | History | Added to | 3,715 | 569 | 0.02% | 0.02% | 218 | +573 | 18.24% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,702 | 567 | 0.01% | 0.01% | 219 | +66 | 1.82% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,650 | 559 | 0.08% | — | 220 | +3,650 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 3,630 | 556 | 0.0% | 0.0% | 221 | -24,008 | -86.87% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,570 | 550 | 0.0% | 0.0% | 222 | -139 | -3.75% | Q4 2025 | Feb 18, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 3,401 | 521 | 0.02% | 0.13% | 223 | -19,495 | -85.15% | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 3,375 | 517 | 0.34% | 0.32% | 224 | -1 | -0.03% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,367 | 516 | 0.0% | 0.0% | 225 | +497 | 17.32% | Q4 2025 | Feb 18, 2026 |
| Gibbs Wealth Management | History | Reduced | 3,224 | 516 | 0.12% | 0.12% | 226 | -233 | -6.74% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | Reduced | 3,279 | 502 | 0.0% | 0.0% | 227 | -940 | -22.28% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,211 | 501 | 0.0% | 0.0% | 228 | +867 | 36.99% | Q4 2025 | Jan 08, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 3,107 | 476 | 0.02% | 0.01% | 229 | +1,515 | 95.16% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,072 | 471 | 0.0% | 0.0% | 230 | +199 | 6.93% | Q4 2025 | Feb 06, 2026 |
| Inspire Investing, LLC | History | Added to | 3,052 | 467 | 0.04% | 0.04% | 231 | +28 | 0.93% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | No change | 3,000 | 460 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 2,933 | 449 | 0.16% | 0.15% | 233 | -2,025 | -40.84% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,820 | 432 | 0.0% | 0.0% | 234 | +668 | 31.04% | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,753 | 422 | 0.07% | — | 235 | +2,753 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,667 | 409 | 0.01% | 0.01% | 236 | -78 | -2.84% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 2,598 | 398 | 0.0% | 0.0% | 237 | +19 | 0.74% | Q4 2025 | Feb 12, 2026 |
| Portside Wealth Group, LLC | History | Added to | 2,573 | 394 | 0.05% | 0.05% | 238 | +281 | 12.26% | Q4 2025 | Jan 21, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,565 | 393 | 0.0% | 0.01% | 239 | -13,160 | -83.69% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | New | 2,552 | 391 | 0.0% | — | 241 | +2,552 | New | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 2,553 | 391 | 0.03% | 0.03% | 240 | +62 | 2.49% | Q4 2025 | Jan 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 2,512 | 385 | 0.0% | 0.0% | 242 | -808 | -24.34% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 2,497 | 382 | 0.01% | — | 243 | +2,497 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 2,484 | 380 | 0.01% | 0.01% | 244 | +959 | 62.89% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,482 | 380 | 0.01% | 0.01% | 245 | -67 | -2.63% | Q4 2025 | Feb 03, 2026 |
| Magnetar Financial LLC | History | Reduced | 2,473 | 379 | 0.0% | 0.01% | 246 | -3,875 | -61.04% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 2,477 | 379 | 0.0% | 0.0% | 247 | -282 | -10.22% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 2,460 | 377 | 0.0% | — | 249 | +2,460 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,460 | 377 | 0.0% | 0.0% | 248 | -335 | -11.99% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,450 | 375 | 0.0% | 0.0% | 250 | +91 | 3.86% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,414 | 370 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LCM Capital Management Inc | History | No change | 2,411 | 369 | 0.18% | 0.17% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nitor Capital Management LLC | History | New | 2,400 | 368 | 0.33% | — | 253 | +2,400 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 2,381 | 359 | 0.0% | 0.0% | 254 | +75 | 3.25% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,240 | 343 | 0.0% | 0.0% | 255 | -13 | -0.58% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,185 | 335 | 0.0% | 0.0% | 256 | -5 | -0.23% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,173 | 333 | 0.0% | — | 257 | +2,173 | New | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 2,143 | 328 | 0.02% | — | 258 | +2,143 | New | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 2,143 | 328 | 0.07% | — | 259 | +2,143 | New | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 2,118 | 324 | 0.07% | 0.08% | 260 | +349 | 19.73% | Q4 2025 | Jan 14, 2026 |
| AVIVA PLC | History | New | 2,107 | 323 | 0.0% | — | 261 | +2,107 | New | Q4 2025 | Feb 12, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Reduced | 2,100 | 322 | 0.01% | 0.01% | 262 | -400 | -16.0% | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,090 | 320 | 0.0% | 0.0% | 263 | +442 | 26.82% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,084 | 319 | 0.0% | 0.0% | 264 | -1,585 | -43.2% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,082 | 319 | 0.0% | 0.0% | 265 | +518 | 33.12% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,063 | 316 | 0.0% | 0.0% | 266 | -40 | -1.9% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,953 | 299 | 0.0% | — | 267 | +1,953 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Asset Management Inc | History | New | 1,899 | 291 | 0.0% | — | 268 | +1,899 | New | Q4 2025 | Feb 10, 2026 |
| Portfolio Strategies, Inc. | History | No change | 1,885 | 289 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,795 | 276 | 0.01% | 0.01% | 270 | -4 | -0.22% | Q4 2025 | Jan 27, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,776 | 272 | 0.0% | 0.0% | 271 | -3,800 | -68.15% | Q4 2025 | Feb 12, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 1,765 | 270 | 0.08% | 0.12% | 273 | -2,727 | -60.71% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 1,763 | 270 | 0.0% | 0.0% | 272 | -1,335 | -43.09% | Q4 2025 | Feb 17, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 1,756 | 269 | 0.02% | 0.01% | 274 | +417 | 31.14% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,751 | 268 | 0.0% | 0.0% | 275 | -866 | -33.09% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,725 | 264 | 0.01% | — | 277 | +1,725 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,726 | 264 | 0.0% | 0.0% | 276 | -132 | -7.1% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,717 | 263 | 0.01% | 0.01% | 278 | -42 | -2.39% | Q4 2025 | Feb 19, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 1,630 | 249 | 0.06% | 0.11% | 279 | -3,247 | -66.58% | Q4 2025 | Feb 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 1,600 | 246 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | New | 1,597 | 244 | 0.16% | — | 281 | +1,597 | New | Q4 2025 | Feb 18, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,586 | 243 | 0.11% | 0.11% | 282 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 1,583 | 242 | 0.0% | — | 283 | +1,583 | New | Q4 2025 | Feb 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 1,582 | 242 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,556 | 239 | 0.0% | 0.0% | 285 | -294 | -15.89% | Q4 2025 | Feb 10, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,550 | 237 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,498 | 229 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 1,493 | 228 | 0.03% | 0.04% | 288 | -1,000 | -40.11% | Q4 2025 | Feb 06, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,481 | 227 | 0.0% | — | 289 | +1,481 | New | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 1,475 | 226 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,450 | 222 | 0.18% | 0.17% | 291 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | New | 1,441 | 220 | 0.0% | — | 292 | +1,441 | New | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,412 | 216 | 0.0% | 0.0% | 293 | -13 | -0.91% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 1,396 | 215 | 0.0% | 0.0% | 294 | +52 | 3.87% | Q4 2025 | Jan 23, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 1,400 | 214 | 0.05% | 0.05% | 295 | -25 | -1.75% | Q4 2025 | Jan 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 1,386 | 212 | 0.0% | 0.0% | 296 | -284 | -17.01% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 1,361 | 208 | 0.0% | 0.0% | 297 | -206 | -13.15% | Q4 2025 | Feb 03, 2026 |
| Dakota Wealth Management | History | New | 1,347 | 206 | 0.0% | — | 298 | +1,347 | New | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | New | 1,325 | 203 | 0.0% | — | 299 | +1,325 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,231 | 188 | 0.0% | 0.0% | 300 | +168 | 15.8% | Q4 2025 | Mar 16, 2026 |
| Vestcor Inc | History | No change | 1,140 | 175 | 0.0% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | No change | 1,131 | 173 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,006 | 154 | 0.0% | 0.0% | 303 | +964 | 2295.24% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 931 | 143 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 868 | 133 | 0.0% | 0.01% | 305 | -391 | -31.06% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 865 | 132 | 0.02% | — | 306 | +865 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 760 | 116 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 753 | 115 | 0.0% | 0.0% | 308 | -23 | -2.96% | Q4 2025 | Feb 24, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 743 | 114 | 0.0% | — | 309 | +743 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 732 | 113 | 0.0% | 0.01% | 310 | +44 | 6.4% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 716 | 109 | 0.0% | 0.0% | 311 | -43 | -5.67% | Q4 2025 | Jan 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 693 | 106 | 0.01% | 0.0% | 312 | +594 | 600.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 696 | 106 | 0.01% | 0.0% | 313 | +114 | 19.59% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 674 | 103 | 0.01% | — | 314 | +674 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 608 | 93 | 0.02% | 0.01% | 315 | +483 | 386.4% | Q4 2025 | Mar 03, 2026 |
| Covestor Ltd | History | Added to | 578 | 89 | 0.05% | 0.04% | 316 | +77 | 15.37% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 501 | 77 | 0.0% | 0.0% | 317 | +131 | 35.41% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 484 | 74 | 0.0% | 0.0% | 318 | -13 | -2.62% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 405 | 62 | 0.0% | 0.0% | 319 | -5 | -1.22% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 403 | 61 | 0.0% | — | 321 | +403 | New | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 61 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 380 | 58 | 0.0% | 0.0% | 322 | +13 | 3.54% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 342 | 52 | 0.0% | 0.0% | 323 | +178 | 108.54% | Q4 2025 | Feb 06, 2026 |
| Silicon Valley Capital Partners | History | No change | 334 | 51 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | No change | 321 | 49 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 298 | 45 | 0.0% | 0.0% | 326 | +52 | 21.14% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 268 | 41 | 0.0% | 0.0% | 327 | -88 | -24.72% | Q4 2025 | Jan 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 230 | 38 | 0.0% | 0.0% | 328 | -130 | -36.11% | Q4 2025 | Jan 28, 2026 |
| State of Wyoming | History | Reduced | 246 | 37 | 0.0% | 0.02% | 330 | -756 | -75.45% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 245 | 37 | 0.0% | 0.0% | 329 | +97 | 65.54% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 214 | 32 | 0.0% | 0.0% | 332 | +134 | 167.5% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 210 | 32 | 0.0% | 0.0% | 331 | -17 | -7.49% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 203 | 31 | 0.0% | 0.0% | 334 | +69 | 51.49% | Q4 2025 | Jan 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 208 | 31 | 0.01% | 0.01% | 333 | +26 | 14.29% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 30 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 192 | 29 | 0.0% | 0.0% | 336 | -31 | -13.9% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 191 | 29 | 0.0% | 0.0% | 337 | +3 | 1.6% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 185 | 28 | 0.0% | 0.0% | 338 | +117 | 172.06% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 150 | 23 | 0.0% | 0.0% | 339 | +18 | 13.64% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 137 | 21 | 0.0% | 0.0% | 340 | +4 | 3.01% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 131 | 20 | 0.0% | 0.0% | 341 | -23 | -14.94% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 128 | 19 | 0.0% | 0.0% | 342 | +26 | 25.49% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 123 | 18 | 0.0% | 0.0% | 343 | +42 | 51.85% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 114 | 17 | 0.0% | 0.0% | 344 | +40 | 54.05% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 84 | 12 | 0.0% | 0.0% | 345 | -49 | -36.84% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | Added to | 84 | 12 | 0.0% | 0.0% | 346 | +8 | 10.53% | Q4 2025 | Jan 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 63 | 9 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 55 | 8 | 0.0% | 0.0% | 348 | -35 | -38.89% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54 | 8 | 0.0% | 0.0% | 349 | +7 | 14.89% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 55 | 8 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 51 | 7 | 0.0% | 0.0% | 352 | -2,132 | -97.66% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 46 | 7 | 0.0% | 0.01% | 354 | -290 | -86.31% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 48 | 7 | 0.0% | 0.0% | 351 | -1 | -2.04% | Q4 2025 | Jan 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | Reduced | 41 | 6 | 0.0% | 0.02% | 355 | -4,000 | -98.99% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 42 | 6 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SHP Wealth Management | History | New | 39 | 5 | 0.0% | — | 359 | +39 | New | Q4 2025 | Mar 04, 2026 |
| True Wealth Design, LLC | History | Added to | 33 | 5 | 0.0% | 0.0% | 360 | +10 | 43.48% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 32 | 4 | 0.0% | 0.0% | 366 | -55 | -63.22% | Q4 2025 | Jan 08, 2026 |
| Basepoint Wealth LLC | History | New | 29 | 4 | 0.0% | — | 369 | +29 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 26 | 4 | 0.0% | — | 365 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 30 | 4 | 0.0% | 0.0% | 368 | +19 | 172.73% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 29 | 4 | 0.0% | 0.0% | 362 | -17 | -36.96% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 30 | 4 | 0.0% | 0.0% | 361 | -15 | -33.33% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 30 | 4 | 0.0% | 0.0% | 364 | +7 | 30.43% | Q4 2025 | Jan 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 26 | 4 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 30 | 4 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bare Financial Services, Inc | History | Reduced | 23 | 3 | 0.0% | 0.0% | 373 | -19 | -45.24% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 22 | 3 | 0.0% | 0.0% | 370 | -2 | -8.33% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SRH ADVISORS, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 25 | 3 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 18 | 2 | 0.0% | — | 376 | +18 | New | Q4 2025 | Jan 30, 2026 |
| Marquette Asset Management, LLC | History | New | 15 | 2 | 0.0% | — | 375 | +15 | New | Q4 2025 | Jan 16, 2026 |
| MidFirst Bank | History | New | 1,520 | 1 | 0.0% | — | 387 | +1,520 | New | Q4 2025 | Feb 25, 2026 |
| Optiver Holding B.V. | History | Reduced | 9 | 1 | 0.0% | 0.0% | 380 | -92 | -91.09% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 13 | 1 | 0.0% | — | 388 | +13 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 12 | 1 | 0.0% | — | 386 | +12 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 11 | 1 | 0.0% | — | 384 | +11 | New | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 9 | 1 | 0.0% | — | 389 | +9 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 9 | 1 | 0.0% | — | 385 | +5 | 125.0% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 377 | -3 | -21.43% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 12 | 1 | 0.0% | 0.0% | 379 | +3 | 33.33% | Q4 2025 | Jan 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APG Asset Management N.V. | History | Closed out | 0 | 0 | — | 0.03% | — | -92,724 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,283 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -16,947 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,059 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,329 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,854 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -2,774 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -2,400 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,994 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,925 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -1,770 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.36% | — | -1,739 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,401 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,392 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,351 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -454 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Larson Financial Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -35 | -94.59% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 15, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 19, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CENTRAL TRUST Co | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -4 | -44.44% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |