BARCLAYS PLC - BCS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 60 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 89,750,069 | 2,284,139 | 0.78% | 0.64% | 1 | +3,722,757 | 4.33% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 19,117,396 | 486,506 | 0.8% | 0.85% | 2 | -4,430,578 | -18.82% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 12,521,555 | 318,673 | 0.02% | 0.02% | 3 | -738,517 | -5.57% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 8,666,470 | 220,562 | 0.31% | 0.3% | 4 | -1,220,180 | -12.34% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,538,832 | 217,313 | 0.03% | 0.02% | 5 | +1,007,276 | 13.37% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 8,509,639 | 216,570 | 0.01% | 0.01% | 6 | +957,591 | 12.68% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,492,635 | 216,137 | 0.02% | 0.01% | 7 | -542,730 | -6.01% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,102,648 | 207,562 | 0.05% | 0.02% | 8 | +3,325,631 | 69.62% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,544,120 | 166,547 | 0.03% | 0.03% | 9 | -420,190 | -6.03% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,704,666 | 145,184 | 0.02% | — | 10 | +5,704,666 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 5,550,000 | 141,247 | 0.02% | — | 11 | +5,550,000 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,387,556 | 137,113 | 0.02% | 0.01% | 12 | -265,124 | -4.69% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,199,845 | 132,336 | 0.07% | 0.05% | 13 | +358,777 | 7.41% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,504,533 | 114,646 | 0.04% | 0.03% | 14 | -353,368 | -7.27% | Q4 2025 | Feb 18, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 3,750,607 | 95,452 | 1.31% | 1.19% | 15 | -602,342 | -13.84% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 3,650,460 | 92,904 | 0.0% | 0.0% | 16 | -135,515 | -3.58% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 3,593,214 | 91,447 | 0.05% | 0.07% | 17 | -1,726,700 | -32.46% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,525,456 | 89,723 | 0.09% | 0.09% | 18 | -329,581 | -8.55% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,362,495 | 85,575 | 0.01% | 0.01% | 19 | +1,239,065 | 58.35% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 3,125,853 | 79,553 | 1.55% | 1.47% | 20 | -390,242 | -11.1% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,935,306 | 74,703 | 0.01% | 0.01% | 21 | -80,776 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 2,690,660 | 68,477 | 0.03% | 0.02% | 22 | +146,324 | 5.75% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 1,996,040 | 50,799 | 0.38% | 0.35% | 23 | -243,000 | -10.85% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,883,436 | 47,933 | 0.01% | 0.01% | 24 | -263,165 | -12.26% | Q4 2025 | Feb 10, 2026 |
| Main Street Research LLC | History | Reduced | 1,682,837 | 42,828 | 2.45% | 1.89% | 25 | -12,148 | -0.72% | Q4 2025 | Feb 09, 2026 |
| ABC ARBITRAGE SA | History | Added to | 1,546,396 | 39,355 | 3.68% | 1.95% | 26 | +586,115 | 61.04% | Q4 2025 | Feb 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,528,808 | 38,908 | 0.02% | 0.02% | 27 | -638,772 | -29.47% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,394,720 | 35,495 | 0.01% | 0.01% | 28 | +223,310 | 19.06% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,153,104 | 29,346 | 0.0% | 0.0% | 29 | +621,573 | 116.94% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,149,396 | 29,252 | 0.08% | 0.04% | 30 | +429,876 | 59.74% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,073,598 | 27,323 | 0.01% | 0.01% | 31 | +245,537 | 29.65% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,037,171 | 26,396 | 0.15% | 0.12% | 32 | +45,737 | 4.61% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,020,000 | 25,959 | 0.05% | 0.05% | 33 | -305,900 | -23.07% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,001,973 | 25,500 | 0.07% | 0.12% | 34 | -874,275 | -46.6% | Q4 2025 | Feb 10, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,000,000 | 25,450 | 1.04% | 0.75% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 897,042 | 22,829 | 0.03% | 0.05% | 36 | -933,309 | -50.99% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 853,613 | 21,724 | 0.0% | 0.0% | 37 | -117,307 | -12.08% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 848,846 | 21,603 | 0.0% | 0.01% | 38 | -1,270,548 | -59.95% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | New | 846,703 | 21,548 | 0.13% | — | 39 | +846,703 | New | Q4 2025 | Feb 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 829,126 | 21,101 | 0.87% | 0.72% | 40 | -15,241 | -1.81% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 826,663 | 21,030 | 0.02% | 0.02% | 41 | -2,612 | -0.31% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 815,234 | 20,747 | 0.01% | 0.01% | 42 | -115,132 | -12.37% | Q4 2025 | Jan 22, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 814,900 | 20,739 | 0.93% | 0.83% | 43 | -72,731 | -8.19% | Q4 2025 | Jan 23, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 758,712 | 19,764 | 0.13% | 0.1% | 44 | +92,580 | 13.9% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 767,689 | 19,537 | 0.08% | — | 45 | +767,689 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 708,794 | 18,464 | 0.03% | 0.02% | 46 | -27,557 | -3.74% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 716,265 | 18,228 | 0.04% | 0.04% | 47 | +92,186 | 14.77% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 631,842 | 16,080 | 0.0% | 0.0% | 48 | -63,684 | -9.16% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 540,965 | 13,767 | 0.0% | 0.0% | 49 | +67,986 | 14.37% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | New | 535,000 | 13,615 | 0.01% | — | 50 | +535,000 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 532,581 | 13,554 | 0.04% | 0.04% | 51 | -97,365 | -15.46% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 510,500 | 12,992 | 0.03% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 509,206 | 12,959 | 0.01% | 0.01% | 53 | +5,015 | 0.99% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 508,318 | 12,936 | 0.01% | 0.01% | 54 | -1,477 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Gator Capital Management, LLC | History | Reduced | 476,895 | 12,136 | 2.46% | 2.71% | 55 | -40,540 | -7.83% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 455,576 | 11,594 | 0.0% | 0.0% | 56 | -251,470 | -35.57% | Q4 2025 | Feb 11, 2026 |
| ACR Alpine Capital Research, LLC | History | No change | 454,000 | 11,554 | 0.18% | 0.16% | 57 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 443,145 | 11,278 | 0.0% | 0.0% | 58 | +54,645 | 14.07% | Q4 2025 | Jan 29, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 426,716 | 10,859 | 2.15% | 1.76% | 59 | -13,124 | -2.98% | Q4 2025 | Jan 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 417,000 | 10,612 | 0.01% | 0.01% | 60 | -149,100 | -26.34% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 410,076 | 10,436 | 0.01% | 0.01% | 61 | -182,977 | -30.85% | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | New | 403,900 | 10,279 | 0.09% | — | 62 | +403,900 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 401,224 | 10,211 | 0.01% | 0.01% | 63 | -10,788 | -2.62% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 400,000 | 10,180 | 0.45% | 0.37% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 387,612 | 9,864 | 0.11% | 0.09% | 65 | +21,741 | 5.94% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 387,011 | 9,849 | 0.3% | 0.1% | 66 | +231,965 | 149.61% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 368,610 | 9,381 | 0.0% | 0.0% | 67 | +79,235 | 27.38% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 337,558 | 8,590 | 0.01% | 0.01% | 68 | +56,086 | 19.93% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 335,161 | 8,529 | 0.15% | 0.09% | 69 | +98,966 | 41.9% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 334,286 | 8,508 | 0.01% | 0.01% | 70 | +164,341 | 96.7% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 330,442 | 8,409 | 0.0% | 0.0% | 71 | -192,784 | -36.85% | Q4 2025 | Jan 29, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 328,653 | 8,364 | 0.9% | 0.74% | 72 | +1,129 | 0.34% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 327,945 | 8,346 | 0.01% | — | 73 | +327,945 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 323,671 | 8,234 | 0.05% | 0.04% | 74 | +25,637 | 8.6% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | Added to | 310,079 | 7,891 | 0.17% | 0.13% | 75 | +111,994 | 56.54% | Q4 2025 | Feb 12, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 295,196 | 7,512 | 0.27% | 0.22% | 76 | +4,228 | 1.45% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 293,605 | 7,472 | 0.02% | 0.01% | 77 | +159,236 | 118.51% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 288,900 | 7,352 | 0.01% | 0.01% | 78 | -5,611 | -1.91% | Q4 2025 | Feb 18, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 281,949 | 7,175 | 0.1% | 0.09% | 79 | -16,632 | -5.57% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 280,492 | 7,138 | 0.03% | 0.02% | 80 | +78,089 | 38.58% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | New | 273,534 | 6,961 | 0.01% | — | 81 | +273,534 | New | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 272,283 | 6,930 | 0.31% | 0.28% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 268,087 | 6,822 | 0.01% | 0.01% | 83 | -31,117 | -10.4% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 263,718 | 6,711 | 0.01% | 0.01% | 84 | +12,135 | 4.82% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 256,584 | 6,530 | 0.0% | 0.02% | 85 | -1,216,682 | -82.58% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 255,010 | 6,489 | 0.12% | 0.09% | 86 | +25,063 | 10.9% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 254,513 | 6,477 | 0.01% | 0.01% | 87 | -8,165 | -3.11% | Q4 2025 | Feb 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 253,653 | 6,455 | 0.24% | 0.12% | 88 | +106,133 | 71.94% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 247,252 | 6,292 | 0.0% | 0.0% | 89 | +5,109 | 2.11% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 243,166 | 6,189 | 0.01% | 0.0% | 90 | +59,418 | 32.34% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 234,859 | 5,977 | 0.08% | 0.04% | 91 | +132,802 | 130.13% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 231,288 | 5,886 | 0.04% | 0.04% | 92 | -10,356 | -4.29% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 222,217 | 5,655 | 0.01% | 0.0% | 93 | +75,421 | 51.38% | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 215,726 | 5,490 | 0.02% | 0.02% | 94 | +4,277 | 2.02% | Q4 2025 | Feb 13, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 202,505 | 5,153 | 0.77% | 0.64% | 95 | -1,090 | -0.54% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 198,079 | 5,041 | 0.01% | 0.01% | 96 | -8,177 | -3.96% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 196,203 | 4,993 | 0.17% | 0.14% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 195,060 | 4,964 | 0.01% | 0.0% | 98 | +22,371 | 12.95% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 182,641 | 4,648 | 0.05% | 0.04% | 99 | -1,049 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 177,633 | 4,520 | 0.01% | 0.01% | 100 | +7,889 | 4.65% | Q4 2025 | Mar 16, 2026 |
| Ethic Inc. | History | Added to | 174,436 | 4,439 | 0.07% | 0.06% | 101 | +6,376 | 3.79% | Q4 2025 | Feb 03, 2026 |
| Calamos Wealth Management LLC | History | Added to | 170,341 | 4,335 | 0.15% | 0.09% | 102 | +45,656 | 36.62% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 168,400 | 4,285 | 0.01% | 0.01% | 103 | -4,000 | -2.32% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 167,223 | 4,255 | 0.01% | 0.02% | 104 | -434,714 | -72.22% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 166,420 | 4,235 | 0.0% | 0.0% | 105 | +31,163 | 23.04% | Q4 2025 | Feb 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 165,235 | 4,205 | 0.12% | 0.1% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 163,050 | 4,149 | 0.0% | 0.0% | 107 | +114,997 | 239.31% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 153,810 | 3,914 | 0.06% | 0.03% | 108 | +81,623 | 113.07% | Q4 2025 | Feb 09, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 153,400 | 3,904 | 0.13% | 0.15% | 109 | -43,300 | -22.01% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 153,166 | 3,898 | 0.12% | 0.1% | 110 | +815 | 0.53% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 140,945 | 3,699 | 0.01% | 0.0% | 111 | -5,417 | -3.7% | Q4 2025 | Jan 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 144,219 | 3,670 | 0.48% | 0.41% | 112 | -6,181 | -4.11% | Q4 2025 | Feb 10, 2026 |
| Limestone Investment Advisors LP | History | No change | 138,900 | 3,535 | 0.34% | 0.23% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 138,559 | 3,526 | 0.21% | — | 114 | +138,559 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,315 | 3,469 | 0.01% | 0.0% | 115 | -38,882 | -22.19% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 136,247 | 3,467 | 0.13% | 0.11% | 116 | -7,628 | -5.3% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 135,634 | 3,451 | 0.01% | 0.0% | 117 | +53,655 | 65.45% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 133,366 | 3,394 | 0.0% | 0.0% | 118 | -4,229 | -3.07% | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 132,068 | 3,361 | 0.12% | 0.06% | 119 | +41,503 | 45.83% | Q4 2025 | Jan 30, 2026 |
| Brooklyn Investment Group | History | Added to | 131,527 | 3,351 | 0.15% | 0.07% | 120 | +102,869 | 358.95% | Q4 2025 | Feb 12, 2026 |
| GKV Capital Management Co., Inc. | History | Added to | 126,250 | 3,213 | 1.2% | 0.73% | 121 | +36,750 | 41.06% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 124,961 | 3,180 | 0.36% | 0.18% | 122 | +51,679 | 70.52% | Q4 2025 | Jan 14, 2026 |
| Diversified Trust Co | History | Added to | 122,957 | 3,129 | 0.06% | 0.05% | 123 | +507 | 0.41% | Q4 2025 | Jan 09, 2026 |
| Hedges Asset Management LLC | History | New | 120,500 | 3,066 | 2.16% | — | 124 | +120,500 | New | Q4 2025 | Jan 27, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 119,231 | 3,034 | 0.01% | 0.01% | 125 | -15,819 | -11.71% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 117,678 | 2,994 | 0.07% | 0.02% | 126 | +76,461 | 185.51% | Q4 2025 | Jan 27, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 117,404 | 2,987 | 0.05% | 0.04% | 127 | +16,840 | 16.75% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 116,657 | 2,968 | 0.06% | 0.07% | 128 | +28,402 | 32.18% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 116,143 | 2,955 | 0.03% | 0.03% | 129 | -15,831 | -12.0% | Q4 2025 | Feb 18, 2026 |
| Headlands Technologies LLC | History | Reduced | 111,463 | 2,836 | 0.24% | 0.24% | 130 | -33,916 | -23.33% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 109,796 | 2,794 | 0.0% | 0.0% | 131 | -165,736 | -60.15% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 109,014 | 2,774 | 0.06% | — | 132 | +109,014 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 108,688 | 2,766 | 0.01% | 0.01% | 133 | +3,693 | 3.52% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 107,404 | 2,733 | 0.04% | 0.02% | 134 | +42,780 | 66.2% | Q4 2025 | Feb 09, 2026 |
| Dorsey Wright & Associates | History | Added to | 107,134 | 2,727 | 0.59% | 0.48% | 135 | +2,845 | 2.73% | Q4 2025 | Feb 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 106,224 | 2,703 | 0.02% | 0.01% | 136 | +13,388 | 14.42% | Q4 2025 | Jan 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 105,592 | 2,687 | 0.01% | 0.0% | 137 | +30,099 | 39.87% | Q4 2025 | Feb 09, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 105,165 | 2,676 | 1.95% | 1.56% | 138 | -1,009 | -0.95% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 104,031 | 2,647 | 0.0% | 0.0% | 139 | -25,448 | -19.65% | Q4 2025 | Feb 17, 2026 |
| Bluebird Wealth Management LLC | History | New | 103,270 | 2,628 | 2.45% | — | 140 | +103,270 | New | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 98,743 | 2,545 | 0.12% | 0.12% | 141 | +4,470 | 4.74% | Q4 2025 | Feb 03, 2026 |
| DRW Securities, LLC | History | Added to | 99,102 | 2,522 | 0.07% | 0.01% | 142 | +75,531 | 320.44% | Q4 2025 | Feb 12, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 96,311 | 2,451 | 0.39% | 0.51% | 143 | -34,900 | -26.6% | Q4 2025 | Feb 12, 2026 |
| EJF Capital LP | History | No change | 94,200 | 2,397 | 1.36% | 1.13% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 93,787 | 2,386 | 0.03% | 0.02% | 145 | +3,672 | 4.07% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | Reduced | 92,890 | 2,364 | 0.02% | 0.19% | 146 | -791,096 | -89.49% | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 90,790 | 2,310 | 0.46% | 0.36% | 147 | +1,230 | 1.37% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 88,061 | 2,241 | 0.01% | 0.01% | 148 | +5,630 | 6.83% | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 86,803 | 2,209 | 0.54% | 0.35% | 149 | +20,508 | 30.93% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 86,712 | 2,207 | 0.01% | 0.0% | 150 | +2,986 | 3.57% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 84,057 | 2,139 | 0.03% | 0.03% | 151 | +4,464 | 5.61% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 83,044 | 2,113 | 0.0% | 0.0% | 152 | +14,167 | 20.57% | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | Added to | 80,909 | 2,059 | 0.01% | 0.0% | 153 | +52,979 | 189.68% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | New | 76,426 | 1,946 | 0.14% | — | 154 | +76,426 | New | Q4 2025 | Jan 15, 2026 |
| Covenant Partners, LLC | History | No change | 76,357 | 1,943 | 0.57% | 0.45% | 155 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 75,485 | 1,921 | 0.01% | 0.01% | 156 | +6,850 | 9.98% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 73,877 | 1,880 | 0.21% | 0.23% | 157 | -18,371 | -19.91% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 71,597 | 1,822 | 0.02% | 0.02% | 159 | +7,738 | 12.12% | Q4 2025 | Feb 03, 2026 |
| AdvisorShares Investments LLC | History | Added to | 71,629 | 1,822 | 0.3% | 0.24% | 158 | +1,475 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | Added to | 68,722 | 1,748 | 0.04% | 0.03% | 160 | +3,490 | 5.35% | Q4 2025 | Jan 28, 2026 |
| Naviter Wealth, LLC | History | Reduced | 67,335 | 1,713 | 0.22% | 0.2% | 161 | -14,171 | -17.39% | Q4 2025 | Jan 21, 2026 |
| Senator Investment Group LP | History | Added to | 67,232 | 1,711 | 0.07% | 0.05% | 162 | +7,957 | 13.42% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Reduced | 66,566 | 1,694 | 0.08% | 0.07% | 163 | -8,175 | -10.94% | Q4 2025 | Feb 17, 2026 |
| Qtron Investments LLC | History | Reduced | 66,031 | 1,680 | 0.22% | 0.22% | 164 | -20,572 | -23.75% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 65,764 | 1,673 | 0.19% | — | 165 | +65,764 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 62,582 | 1,592 | 0.01% | 0.0% | 166 | +6,867 | 12.33% | Q4 2025 | Feb 02, 2026 |
| Henry James International Management Inc. | History | Added to | 61,251 | 1,558 | 0.49% | 0.32% | 167 | +10,092 | 19.73% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 61,161 | 1,556 | 0.0% | 0.0% | 168 | -4,207 | -6.44% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 60,947 | 1,551 | 0.01% | 0.01% | 169 | -2,385 | -3.77% | Q4 2025 | Jan 26, 2026 |
| OPAL CAPITAL LLC | History | New | 59,208 | 1,506 | 0.38% | — | 171 | +59,208 | New | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Added to | 59,208 | 1,506 | 0.29% | 0.18% | 170 | +7,701 | 14.95% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 58,557 | 1,494 | 0.01% | 0.0% | 172 | +25,629 | 77.83% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 58,599 | 1,491 | 0.03% | — | 173 | +58,599 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 55,368 | 1,409 | 0.02% | 0.02% | 174 | -9,674 | -14.87% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 55,134 | 1,403 | 0.02% | 0.01% | 175 | +20,989 | 61.47% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 54,825 | 1,402 | 0.05% | 0.06% | 176 | +7,281 | 15.31% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 54,551 | 1,388 | 0.07% | 0.06% | 177 | -2,209 | -3.89% | Q4 2025 | Mar 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 54,471 | 1,386 | 0.01% | 0.0% | 178 | +6,617 | 13.83% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 53,636 | 1,365 | 0.0% | 0.0% | 179 | +13,321 | 33.04% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 50,901 | 1,295 | 0.09% | 0.06% | 180 | +8,665 | 20.52% | Q4 2025 | Jan 13, 2026 |
| CHOREO, LLC | History | Added to | 49,338 | 1,262 | 0.02% | 0.01% | 181 | +1,822 | 3.83% | Q4 2025 | Jan 23, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 49,571 | 1,261 | 0.31% | 0.26% | 182 | -550 | -1.1% | Q4 2025 | Jan 28, 2026 |
| Forum Financial Management, LP | History | No change | 48,199 | 1,226 | 0.02% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Verition Fund Management LLC | History | Reduced | 47,800 | 1,216 | 0.0% | 0.0% | 184 | -5,600 | -10.49% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 47,140 | 1,199 | 0.01% | 0.01% | 185 | -8,740 | -15.64% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 46,317 | 1,178 | 0.01% | 0.01% | 186 | -459 | -0.98% | Q4 2025 | Feb 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 46,093 | 1,173 | 0.01% | 0.01% | 187 | -60,103 | -56.6% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 45,879 | 1,167 | 0.01% | 0.01% | 188 | +2,490 | 5.74% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 45,481 | 1,157 | 0.0% | 0.0% | 189 | -34,756 | -43.32% | Q4 2025 | Mar 09, 2026 |
| Nicholas Investment Partners, LP | History | No change | 45,279 | 1,152 | 0.08% | 0.07% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 45,000 | 1,145 | 0.08% | 0.07% | 191 | -65 | -0.14% | Q4 2025 | Feb 17, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 44,945 | 1,143 | 0.0% | 0.0% | 192 | -15,258 | -25.34% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 44,019 | 1,120 | 0.28% | 0.24% | 193 | -4,279 | -8.86% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Reduced | 42,775 | 1,088 | 0.03% | 0.17% | 194 | -113,985 | -72.71% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 42,188 | 1,073 | 0.22% | 0.14% | 195 | +18,542 | 78.41% | Q4 2025 | Feb 10, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 41,882 | 1,065 | 0.05% | 0.04% | 196 | +1,541 | 3.82% | Q4 2025 | Feb 03, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 41,559 | 1,057 | 0.06% | 0.04% | 197 | +8,157 | 24.42% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,150 | 1,047 | 0.0% | 0.0% | 198 | -1,298 | -3.06% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 40,194 | 1,022 | 0.11% | 0.11% | 199 | -4,442 | -9.95% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,961 | 1,017 | 0.0% | 0.0% | 200 | +5,049 | 14.46% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 39,638 | 1,008 | 0.11% | 0.09% | 201 | +75 | 0.19% | Q4 2025 | Jan 20, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 39,150 | 996 | 0.13% | 0.11% | 202 | -43 | -0.11% | Q4 2025 | Feb 04, 2026 |
| Baron Wealth Management LLC | History | Added to | 38,282 | 974 | 0.3% | 0.24% | 203 | +3,849 | 11.18% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,916 | 964 | 0.0% | 0.0% | 204 | +5,643 | 17.49% | Q4 2025 | Feb 12, 2026 |
| Themes Management Co LLC | History | New | 37,448 | 953 | 0.71% | — | 205 | +37,448 | New | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 36,781 | 936 | 0.0% | 0.0% | 206 | -592 | -1.58% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 36,237 | 922 | 0.0% | 0.0% | 207 | -4,875 | -11.86% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 36,076 | 918 | 0.01% | 0.01% | 208 | +906 | 2.58% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 35,982 | 915 | 0.01% | 0.01% | 209 | -14,666 | -28.96% | Q4 2025 | Feb 13, 2026 |
| Manske Wealth Management | History | Reduced | 35,874 | 912 | 0.27% | 0.26% | 210 | -5,038 | -12.31% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 34,565 | 904 | 0.03% | 0.02% | 211 | +2,948 | 9.32% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,307 | 898 | 0.0% | 0.0% | 212 | -2,893 | -7.57% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 34,906 | 888 | 0.01% | 0.01% | 213 | +2,348 | 7.21% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 34,481 | 877 | 0.02% | 0.02% | 214 | +4,401 | 14.63% | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | Added to | 33,139 | 843 | 0.04% | 0.04% | 215 | +793 | 2.45% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 32,395 | 824 | 0.04% | 0.04% | 216 | -1,079 | -3.22% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 32,037 | 815 | 0.0% | 0.0% | 217 | +18,192 | 131.4% | Q4 2025 | Jan 26, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 31,973 | 813 | 0.31% | 0.26% | 218 | -93 | -0.29% | Q4 2025 | Feb 03, 2026 |
| Dynasty Wealth Management, LLC | History | New | 31,756 | 808 | 0.01% | — | 219 | +31,756 | New | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 31,695 | 806 | 0.0% | 0.0% | 220 | +1,017 | 3.32% | Q4 2025 | Feb 06, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 30,597 | 778 | 0.5% | 0.33% | 221 | +7,438 | 32.12% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | New | 30,528 | 776 | 0.02% | — | 222 | +30,528 | New | Q4 2025 | Feb 13, 2026 |
| Militia Capital Partners, LP | History | New | 22,000 | 774 | 0.29% | — | 223 | +22,000 | New | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 29,996 | 763 | 0.28% | 0.25% | 224 | -3,354 | -10.06% | Q4 2025 | Jan 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 29,153 | 741 | 0.12% | 0.11% | 225 | -377 | -1.28% | Q4 2025 | Jan 22, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 28,936 | 736 | 0.0% | 0.0% | 226 | +4,560 | 18.71% | Q4 2025 | Feb 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 28,950 | 736 | 0.07% | 0.05% | 227 | +4,000 | 16.03% | Q4 2025 | Jan 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 28,550 | 731 | 0.01% | 0.01% | 228 | -8,730 | -23.42% | Q4 2025 | Jan 21, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 28,684 | 730 | 0.02% | 0.02% | 229 | -5,341 | -15.7% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 28,392 | 723 | 0.02% | — | 230 | +28,392 | New | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 27,874 | 709 | 0.06% | 0.05% | 231 | +49 | 0.18% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | Added to | 27,271 | 694 | 0.0% | 0.0% | 232 | +956 | 3.63% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 27,199 | 692 | 0.02% | 0.01% | 233 | +3,009 | 12.44% | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 26,863 | 683 | 0.04% | 0.03% | 234 | -4,652 | -14.76% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 26,790 | 682 | 0.03% | — | 235 | +26,790 | New | Q4 2025 | Feb 23, 2026 |
| Quantbot Technologies LP | History | Reduced | 26,271 | 668 | 0.02% | 0.07% | 236 | -98,685 | -78.98% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 26,269 | 668 | 0.02% | — | 237 | +26,269 | New | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | Added to | 26,232 | 667 | 0.04% | 0.03% | 238 | +5,207 | 24.77% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 25,457 | 657 | 0.04% | 0.04% | 239 | +358 | 1.43% | Q4 2025 | Jan 23, 2026 |
| Quadrature Capital Ltd | History | New | 25,628 | 652 | 0.01% | — | 240 | +25,628 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 25,584 | 651 | 0.01% | 0.01% | 241 | +2,141 | 9.13% | Q4 2025 | Jan 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,391 | 646 | 0.01% | 0.0% | 242 | +15,094 | 146.59% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,275 | 643 | 0.01% | 0.01% | 243 | +1,787 | 7.61% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,093 | 639 | 0.0% | 0.0% | 244 | +8,707 | 53.14% | Q4 2025 | Feb 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 25,046 | 637 | 0.0% | 0.0% | 245 | -21,872 | -46.62% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,505 | 623 | 0.0% | 0.0% | 246 | +296 | 1.22% | Q4 2025 | Jan 28, 2026 |
| Persistent Asset Partners Ltd | History | New | 23,000 | 585 | 0.26% | — | 247 | +23,000 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 22,680 | 577 | 0.0% | 0.0% | 248 | +4,369 | 23.86% | Q4 2025 | Feb 10, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 22,655 | 576 | 0.51% | — | 249 | +22,655 | New | Q4 2025 | Jan 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 22,600 | 575 | 0.07% | 0.06% | 250 | +1,910 | 9.23% | Q4 2025 | Jan 08, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,404 | 570 | 0.0% | — | 251 | +22,404 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 22,136 | 563 | 0.01% | 0.02% | 252 | -1,566 | -6.61% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Reduced | 22,090 | 562 | 0.31% | 0.28% | 253 | -325 | -1.45% | Q4 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 22,045 | 561 | 0.01% | 0.01% | 254 | +2,613 | 13.45% | Q4 2025 | Feb 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 21,977 | 559 | 0.01% | 0.01% | 255 | +719 | 3.38% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 21,872 | 556 | 0.03% | 0.02% | 256 | +7,444 | 51.59% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 21,043 | 535 | 0.03% | 0.02% | 257 | +1,771 | 9.19% | Q4 2025 | Jan 05, 2026 |
| Wealth Architects, LLC | History | Reduced | 20,894 | 531 | 0.05% | 0.05% | 258 | -2,672 | -11.34% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 20,605 | 524 | 0.03% | 0.04% | 259 | +586 | 2.93% | Q4 2025 | Jan 29, 2026 |
| Ellevest, Inc. | History | Added to | 19,931 | 507 | 0.07% | 0.05% | 260 | +2,052 | 11.48% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 19,858 | 505 | 0.01% | 0.01% | 261 | -2,079 | -9.48% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 19,703 | 501 | 0.01% | 0.01% | 262 | +520 | 2.71% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 19,667 | 500 | 0.08% | 0.1% | 263 | -103 | -0.52% | Q4 2025 | Feb 18, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 19,374 | 493 | 0.02% | 0.05% | 264 | -15,693 | -44.75% | Q4 2025 | Feb 12, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 19,264 | 490 | 0.26% | 0.22% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,188 | 488 | 0.01% | 0.0% | 266 | +3,755 | 24.33% | Q4 2025 | Jan 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 18,781 | 477 | 0.01% | 0.01% | 267 | -7,880 | -29.56% | Q4 2025 | Feb 09, 2026 |
| West Family Investments, Inc. | History | Added to | 18,592 | 473 | 0.11% | 11.1% | 268 | +2,707 | 17.04% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 18,579 | 472 | 0.02% | 0.02% | 269 | +314 | 1.72% | Q4 2025 | Jan 27, 2026 |
| Clarius Group, LLC | History | No change | 18,461 | 469 | 0.03% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 18,331 | 466 | 0.09% | 0.05% | 271 | +7,356 | 67.03% | Q4 2025 | Feb 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 18,190 | 462 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 18,115 | 461 | 0.16% | 0.13% | 273 | +1,660 | 10.09% | Q4 2025 | Jan 15, 2026 |
| STATE STREET CORP | History | No change | 18,046 | 459 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,967 | 457 | 0.0% | — | 275 | +17,967 | New | Q4 2025 | Feb 18, 2026 |
| MQS Management LLC | History | Reduced | 17,964 | 457 | 0.27% | 0.23% | 276 | -982 | -5.18% | Q4 2025 | Feb 09, 2026 |
| Genus Capital Management Inc. | History | Added to | 17,880 | 455 | 0.05% | 0.04% | 277 | +140 | 0.79% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 17,856 | 454 | 0.0% | 0.0% | 278 | +6,003 | 50.65% | Q4 2025 | Jan 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 17,454 | 444 | 0.02% | 0.15% | 279 | -84,069 | -82.81% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,169 | 436 | 0.0% | 0.0% | 281 | +11,236 | 189.38% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,158 | 436 | 0.0% | 0.0% | 280 | +4,724 | 37.99% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,910 | 430 | 0.01% | 0.01% | 282 | +752 | 4.65% | Q4 2025 | Jan 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 16,889 | 429 | 0.0% | 0.0% | 283 | +85 | 0.51% | Q4 2025 | Feb 09, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 16,667 | 424 | 0.05% | 0.04% | 284 | -586 | -3.4% | Q4 2025 | Feb 03, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 16,460 | 420 | 0.17% | 0.18% | 285 | -1,854 | -10.12% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,478 | 419 | 0.0% | 0.0% | 286 | +1,470 | 9.79% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,984 | 406 | 0.01% | 0.01% | 287 | +718 | 4.7% | Q4 2025 | Jan 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 15,914 | 405 | 0.08% | 0.07% | 288 | -402 | -2.46% | Q4 2025 | Jan 30, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 15,807 | 402 | 0.06% | 0.04% | 289 | +1,802 | 12.87% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | New | 15,499 | 394 | 0.03% | — | 290 | +15,499 | New | Q4 2025 | Feb 06, 2026 |
| Five Oceans Advisors | History | No change | 15,223 | 387 | 0.14% | 0.12% | 291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Abel Hall, LLC | History | New | 15,166 | 385 | 0.09% | — | 293 | +15,166 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 15,132 | 385 | 0.0% | 0.0% | 292 | +2,178 | 16.81% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15,039 | 382 | 0.01% | 0.01% | 294 | +1,451 | 10.68% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 15,000 | 381 | 0.0% | — | 295 | +14,977 | 65117.39% | Q4 2025 | Feb 13, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 14,961 | 380 | 0.81% | — | 296 | +14,961 | New | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,886 | 378 | 0.01% | 0.01% | 297 | +498 | 3.46% | Q4 2025 | Feb 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 4,100 | 374 | 0.09% | 0.36% | 298 | -73,065 | -94.69% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 14,321 | 364 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,252 | 362 | 0.0% | 0.0% | 300 | +2,939 | 25.98% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 14,012 | 356 | 0.0% | — | 301 | +14,012 | New | Q4 2025 | Feb 13, 2026 |
| Syverson Strege & Co | History | Added to | 13,896 | 353 | 0.08% | 0.07% | 302 | +720 | 5.46% | Q4 2025 | Feb 09, 2026 |
| WINTON GROUP Ltd | History | New | 13,600 | 346 | 0.01% | — | 303 | +13,600 | New | Q4 2025 | Feb 11, 2026 |
| Canopy Partners, LLC | History | Added to | 13,465 | 342 | 0.11% | 0.09% | 304 | +229 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,956 | 329 | 0.01% | 0.01% | 305 | +580 | 4.69% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 12,800 | 325 | 0.0% | — | 306 | +12,800 | New | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 12,772 | 325 | 0.13% | — | 307 | +12,772 | New | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Added to | 12,565 | 319 | 0.0% | 0.0% | 308 | +325 | 2.66% | Q4 2025 | Jan 21, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 12,500 | 318 | 0.09% | 0.08% | 309 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Abacus Wealth Partners, LLC | History | New | 12,416 | 315 | 0.03% | — | 310 | +12,416 | New | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Added to | 12,063 | 311 | 0.01% | 0.01% | 311 | +643 | 5.63% | Q4 2025 | Jan 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 12,167 | 309 | 0.05% | 0.04% | 312 | -81 | -0.66% | Q4 2025 | Feb 17, 2026 |
| ARWA LLC | History | New | 12,100 | 307 | 0.18% | — | 314 | +12,100 | New | Q4 2025 | Feb 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 12,076 | 307 | 0.02% | 0.02% | 313 | +814 | 7.23% | Q4 2025 | Jan 26, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 12,006 | 305 | 0.03% | 0.03% | 315 | -96 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 11,979 | 304 | 0.02% | — | 317 | +11,979 | New | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,951 | 304 | 0.01% | 0.01% | 316 | +185 | 1.57% | Q4 2025 | Feb 17, 2026 |
| DV EQUITIES, LLC | History | New | 11,937 | 303 | 0.05% | — | 318 | +11,937 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 11,897 | 302 | 0.0% | — | 319 | +11,897 | New | Q4 2025 | Feb 09, 2026 |
| Argos Wealth Advisors, LLC | History | New | 11,598 | 295 | 0.08% | — | 321 | +11,598 | New | Q4 2025 | Feb 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 11,608 | 295 | 0.0% | 0.0% | 320 | +124 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,495 | 292 | 0.0% | 0.0% | 322 | +1,126 | 10.86% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 11,335 | 288 | 0.04% | 0.09% | 323 | -18,013 | -61.38% | Q4 2025 | Feb 11, 2026 |
| Trust Point Inc. | History | New | 11,293 | 287 | 0.02% | — | 324 | +11,293 | New | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | Reduced | 11,124 | 283 | 0.01% | 0.03% | 325 | -79,022 | -87.66% | Q4 2025 | Feb 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 10,984 | 279 | 0.11% | — | 326 | +10,984 | New | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 10,940 | 278 | 0.0% | 0.0% | 327 | -490 | -4.29% | Q4 2025 | Feb 09, 2026 |
| Carter Financial Group, INC. | History | Reduced | 10,904 | 277 | 0.16% | 0.14% | 328 | -146 | -1.32% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | New | 10,834 | 276 | 0.01% | — | 329 | +10,834 | New | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,866 | 276 | 0.0% | 0.0% | 330 | -838 | -7.16% | Q4 2025 | Feb 17, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 10,770 | 274 | 0.08% | — | 331 | +10,770 | New | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 10,700 | 272 | 0.0% | 0.0% | 332 | -73,093 | -87.23% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | New | 10,721 | 272 | 0.07% | — | 334 | +10,721 | New | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | No change | 10,692 | 272 | 0.15% | 0.12% | 333 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,679 | 271 | 0.01% | 0.01% | 335 | -251 | -2.3% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,645 | 270 | 0.0% | 0.0% | 336 | +9,082 | 581.06% | Q4 2025 | Feb 13, 2026 |
| MATTERS CAPITAL LLC | History | New | 10,506 | 267 | 0.22% | — | 337 | +10,506 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,402 | 264 | 0.0% | 0.0% | 338 | +89 | 0.86% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,168 | 258 | 0.01% | 0.01% | 339 | -340 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | Reduced | 10,061 | 256 | 0.06% | 0.07% | 341 | -3,061 | -23.33% | Q4 2025 | Jan 07, 2026 |
| CERTUITY, LLC | History | Reduced | 10,078 | 256 | 0.02% | 0.01% | 340 | -2 | -0.02% | Q4 2025 | Jan 30, 2026 |
| FULTON BANK, N.A. | History | Reduced | 9,877 | 251 | 0.01% | 0.01% | 342 | -2,135 | -17.77% | Q4 2025 | Jan 08, 2026 |
| May Hill Capital, LLC | History | New | 9,858 | 250 | 0.03% | — | 343 | +9,858 | New | Q4 2025 | Feb 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 9,066 | 230 | 0.04% | — | 346 | +9,066 | New | Q4 2025 | Feb 12, 2026 |
| Optas, LLC | History | New | 9,052 | 230 | 0.04% | — | 345 | +9,052 | New | Q4 2025 | Jan 27, 2026 |
| New England Research & Management, Inc. | History | New | 9,050 | 230 | 0.1% | — | 344 | +9,050 | New | Q4 2025 | Jan 07, 2026 |
| Scientech Research LLC | History | New | 8,972 | 228 | 0.14% | — | 348 | +8,972 | New | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 8,966 | 228 | 0.07% | — | 347 | +8,966 | New | Q4 2025 | Jan 27, 2026 |
| Frec Markets, Inc. | History | New | 8,947 | 227 | 0.07% | — | 349 | +8,947 | New | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | New | 8,875 | 225 | 0.01% | — | 351 | +8,875 | New | Q4 2025 | Jan 21, 2026 |
| FLC Capital Advisors | History | New | 8,864 | 225 | 0.04% | — | 352 | +8,864 | New | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | New | 8,863 | 225 | 0.0% | — | 350 | +8,863 | New | Q4 2025 | Jan 16, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 8,827 | 224 | 0.13% | — | 355 | +8,827 | New | Q4 2025 | Jan 27, 2026 |
| Venturi Wealth Management, LLC | History | New | 8,806 | 224 | 0.01% | — | 353 | +8,806 | New | Q4 2025 | Jan 22, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 8,805 | 224 | 0.03% | — | 354 | +8,805 | New | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,798 | 223 | 0.0% | — | 356 | +8,798 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 8,757 | 222 | 0.0% | — | 358 | +8,757 | New | Q4 2025 | Mar 12, 2026 |
| Lido Advisors, LLC | History | Added to | 10,205 | 222 | 0.0% | 0.0% | 357 | +142 | 1.41% | Q4 2025 | Feb 10, 2026 |
| WRAPMANAGER INC | History | New | 8,299 | 211 | 0.07% | — | 360 | +8,299 | New | Q4 2025 | Feb 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 8,298 | 211 | 0.01% | 0.01% | 359 | -4,372 | -34.51% | Q4 2025 | Jan 05, 2026 |
| STEPHENS INC /AR/ | History | New | 8,251 | 209 | 0.0% | — | 361 | +8,251 | New | Q4 2025 | Feb 05, 2026 |
| Independent Wealth Network Inc. | History | New | 8,158 | 207 | 0.06% | — | 362 | +8,158 | New | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | Reduced | 8,100 | 206 | 0.04% | 0.04% | 363 | -3,012 | -27.11% | Q4 2025 | Jan 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 8,048 | 204 | 0.0% | — | 365 | +8,048 | New | Q4 2025 | Feb 02, 2026 |
| Keel Point, LLC | History | New | 8,031 | 204 | 0.01% | — | 364 | +8,031 | New | Q4 2025 | Feb 12, 2026 |
| Veery Capital, LLC | History | New | 8,026 | 204 | 0.06% | — | 366 | +8,026 | New | Q4 2025 | Jan 27, 2026 |
| WESBANCO BANK INC | History | New | 8,000 | 203 | 0.01% | — | 367 | +8,000 | New | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,959 | 202 | 0.01% | — | 368 | +7,959 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 7,650 | 194 | 0.0% | 0.0% | 369 | +946 | 14.11% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,316 | 186 | 0.0% | 0.0% | 370 | +1,198 | 19.58% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,046 | 179 | 0.0% | 0.0% | 372 | -166 | -2.3% | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 7,038 | 179 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,898 | 175 | 0.0% | 0.0% | 373 | +282 | 4.26% | Q4 2025 | Feb 12, 2026 |
| Grove Bank & Trust | History | Reduced | 6,161 | 156 | 0.02% | 0.02% | 374 | -228 | -3.57% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,688 | 144 | 0.01% | 0.01% | 375 | +216 | 3.95% | Q4 2025 | Jan 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 5,008 | 127 | 0.08% | — | 377 | +5,008 | New | Q4 2025 | Feb 19, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 5,000 | 127 | 0.03% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,342 | 111 | 0.0% | 0.0% | 378 | +1,036 | 31.34% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,315 | 109 | 0.01% | 0.0% | 379 | +517 | 13.61% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,250 | 108 | 0.01% | 0.0% | 380 | +18 | 0.43% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 3,572 | 91 | 0.0% | — | 381 | +3,572 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 39,743 | 90 | 0.0% | 0.01% | 382 | +5,200 | 15.05% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,213 | 81 | 0.0% | 0.0% | 383 | +205 | 6.82% | Q4 2025 | Feb 05, 2026 |
| State of Wyoming | History | Added to | 3,191 | 81 | 0.01% | 0.01% | 384 | +40 | 1.27% | Q4 2025 | Feb 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,160 | 80 | 0.06% | 0.04% | 385 | -912 | -22.4% | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | New | 3,131 | 79 | 0.02% | — | 386 | +3,131 | New | Q4 2025 | Feb 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,700 | 68 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | No change | 2,495 | 63 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2,510 | 63 | 0.03% | 0.02% | 389 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,470 | 62 | 0.0% | 0.0% | 390 | -160 | -6.08% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,421 | 61 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,372 | 60 | 0.01% | 0.0% | 392 | +1,501 | 172.33% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,248 | 57 | 0.04% | 0.04% | 393 | -169 | -6.99% | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,215 | 56 | 0.0% | — | 394 | +2,182 | 6612.12% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 2,186 | 55 | 0.0% | 0.0% | 395 | +445 | 25.56% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 2,068 | 52 | 0.04% | 0.03% | 396 | -81 | -3.77% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,000 | 51 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | No change | 1,930 | 49 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 1,823 | 46 | 0.0% | — | 399 | +1,823 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,797 | 45 | 0.01% | 0.03% | 400 | +413 | 29.84% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,611 | 42 | 0.0% | 0.0% | 403 | +141 | 9.59% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | No change | 1,640 | 42 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,680 | 42 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 1,628 | 41 | 0.0% | 0.0% | 404 | -583 | -26.37% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,534 | 39 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,520 | 38 | 0.01% | — | 406 | +1,520 | New | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,476 | 37 | 0.0% | — | 407 | +1,476 | New | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,485 | 37 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | Added to | 1,451 | 36 | 0.01% | 0.01% | 409 | +322 | 28.52% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,436 | 36 | 0.01% | 0.01% | 410 | -71 | -4.71% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,373 | 34 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advocate Investing Services LLC | History | New | 1,300 | 33 | 0.03% | — | 412 | +1,300 | New | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | No change | 1,181 | 30 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 1,111 | 28 | 0.0% | — | 414 | +1,111 | New | Q4 2025 | Mar 04, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,026 | 26 | 0.0% | 0.0% | 415 | +268 | 35.36% | Q4 2025 | Feb 24, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 1,010 | 25 | 0.01% | — | 416 | +1,010 | New | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,000 | 25 | 0.01% | — | 417 | +1,000 | New | Q4 2025 | Feb 18, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 827 | 21 | 0.01% | — | 419 | +827 | New | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | Added to | 841 | 21 | 0.0% | — | 418 | +813 | 2903.57% | Q4 2025 | Jan 12, 2026 |
| YANKCOM Partnership | History | New | 759 | 19 | 0.01% | — | 420 | +759 | New | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 728 | 18 | 0.0% | 0.0% | 423 | -112 | -13.33% | Q4 2025 | Feb 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 715 | 18 | 0.02% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | No change | 714 | 18 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 727 | 18 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 704 | 17 | 0.0% | — | 426 | +704 | New | Q4 2025 | Feb 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 687 | 17 | 0.0% | — | 425 | +687 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 668 | 17 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Groupe la Francaise | History | New | 120,000 | 16 | 0.0% | — | 428 | +120,000 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 605 | 15 | 0.01% | — | 434 | +605 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 582 | 15 | 0.0% | — | 429 | +582 | New | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 585 | 15 | 0.0% | 0.0% | 432 | +102 | 21.12% | Q4 2025 | Feb 02, 2026 |
| FNY Investment Advisers, LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 622 | 15 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fairman Group, LLC | History | No change | 600 | 15 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 583 | 14 | 0.0% | 0.0% | 435 | +28 | 5.05% | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 559 | 14 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 532 | 13 | 0.0% | — | 438 | +532 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 548 | 13 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 499 | 12 | 0.0% | — | 440 | +499 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 495 | 12 | 0.0% | — | 439 | +495 | New | Q4 2025 | Feb 03, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 500 | 12 | 0.01% | 0.0% | 441 | +200 | 66.67% | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 493 | 12 | 0.01% | 0.0% | 443 | +151 | 44.15% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 475 | 12 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 460 | 11 | 0.0% | — | 444 | +460 | New | Q4 2025 | Feb 09, 2026 |
| Morse Asset Management, Inc | History | No change | 400 | 10 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | No change | 400 | 10 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Berbice Capital Management LLC | History | No change | 400 | 10 | 0.01% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | New | 391 | 9 | 0.0% | — | 449 | +391 | New | Q4 2025 | Jan 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 385 | 9 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kozak & Associates, Inc. | History | No change | 381 | 9 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 346 | 8 | 0.0% | — | 451 | +346 | New | Q4 2025 | Feb 04, 2026 |
| Benson Wealth Management INC | History | New | 334 | 8 | 0.01% | — | 455 | +334 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 321 | 8 | 0.0% | 0.0% | 452 | +57 | 21.59% | Q4 2025 | Jan 22, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 329 | 8 | 0.0% | 0.0% | 453 | +19 | 6.13% | Q4 2025 | Jan 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 323 | 8 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | New | 297 | 7 | 0.0% | — | 456 | +297 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | Added to | 303 | 7 | 0.0% | 0.0% | 458 | +250 | 471.7% | Q4 2025 | Feb 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 300 | 7 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 255 | 6 | 0.0% | 0.0% | 462 | -1,894 | -88.13% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 264 | 6 | 0.0% | — | 463 | +264 | New | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | New | 242 | 6 | 0.0% | — | 461 | +242 | New | Q4 2025 | Feb 11, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 252 | 6 | 0.0% | 0.0% | 464 | -152 | -37.62% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 267 | 6 | 0.0% | 0.0% | 460 | +41 | 18.14% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 247 | 6 | 0.0% | 0.0% | 459 | -11 | -4.26% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Reduced | 215 | 5 | 0.0% | 0.0% | 465 | -400 | -65.04% | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | Reduced | 214 | 5 | 0.0% | 0.0% | 469 | -58 | -21.32% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 219 | 5 | 0.0% | 0.0% | 466 | +37 | 20.33% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 227 | 5 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 201 | 5 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Park Place Capital Corp | History | New | 188 | 4 | 0.0% | — | 475 | +188 | New | Q4 2025 | Jan 09, 2026 |
| Whipplewood Advisors, LLC | History | New | 173 | 4 | 0.0% | — | 477 | +173 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 164 | 4 | 0.0% | — | 478 | +164 | New | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | New | 160 | 4 | 0.0% | — | 472 | +160 | New | Q4 2025 | Jan 20, 2026 |
| Stephens Consulting, LLC | History | New | 158 | 4 | 0.0% | — | 474 | +158 | New | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 177 | 4 | 0.0% | 0.0% | 473 | +51 | 40.48% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Added to | 161 | 4 | 0.0% | 0.0% | 471 | +28 | 21.05% | Q4 2025 | Feb 26, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 193 | 4 | 0.0% | 0.0% | 476 | -1 | -0.52% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | New | 153 | 3 | 0.0% | — | 482 | +153 | New | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | New | 145 | 3 | 0.0% | — | 481 | +145 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Management LLC | History | New | 130 | 3 | 0.0% | — | 483 | +130 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 133 | 3 | 0.0% | — | 480 | +108 | 432.0% | Q4 2025 | Jan 30, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 154 | 3 | 0.0% | 0.0% | 479 | -14 | -8.33% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 92 | 2 | 0.0% | — | 484 | +82 | 820.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 90 | 2 | 0.0% | 0.0% | 485 | +37 | 69.81% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | No change | 112 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 104 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 64 | 1 | 0.0% | — | 499 | +64 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | New | 49 | 1 | 0.0% | — | 498 | +49 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 40 | 1 | 0.0% | — | 492 | +40 | New | Q4 2025 | Feb 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 40 | 1 | 0.0% | — | 494 | +40 | New | Q4 2025 | Mar 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 68 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | No change | 59 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Pacific Financial | History | No change | 55 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 43 | 1 | 0.0% | — | 495 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,027,986 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -993,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -574,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -490,067 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -316,749 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -310,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -307,308 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -252,854 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.04% | — | -168,425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -167,845 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -108,786 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -88,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -79,286 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,202 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -57,363 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -42,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -39,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -36,519 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -27,468 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -26,745 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'Neil Global Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -21,118 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,847 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -15,914 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,738 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,350 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,431 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Manchester Capital Management LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Mar 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 15, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |