BELDEN INC. - BDC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 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 | Reduced | 4,900,725 | 571,179 | 0.01% | 0.01% | 1 | -64,476 | -1.3% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,834,752 | 563,490 | 0.01% | 0.01% | 2 | -58,260 | -1.19% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 4,583,095 | 534,159 | 0.03% | 0.04% | 3 | -1,359,868 | -22.88% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,225,244 | 375,903 | 0.04% | 0.03% | 4 | +663,241 | 25.89% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,685,750 | 196,474 | 0.03% | 0.03% | 5 | +219,695 | 14.99% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,471,685 | 171,598 | 0.01% | 0.01% | 6 | -34,769 | -2.31% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,052,093 | 122,625 | 0.03% | 0.03% | 7 | -10,063 | -0.95% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,007,189 | 117,405 | 0.01% | 0.01% | 8 | +25,829 | 2.63% | Q4 2025 | Feb 09, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,000,118 | 116,563 | 0.39% | 0.41% | 9 | -2,212 | -0.22% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 925,253 | 107,838 | 0.02% | 0.02% | 10 | -90,398 | -8.9% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 884,797 | 104,237 | 0.17% | 0.18% | 11 | -41,969 | -4.53% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 549,815 | 64,081 | 0.1% | — | 12 | +549,815 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 529,970 | 61,767 | 0.01% | 0.01% | 13 | -75,560 | -12.48% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 514,968 | 60,019 | 0.03% | 0.03% | 14 | +31,167 | 6.44% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 502,527 | 58,569 | 0.01% | 0.01% | 15 | -42,604 | -7.82% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 495,778 | 57,782 | 0.01% | 0.01% | 16 | +3,859 | 0.78% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 491,600 | 57,295 | 0.01% | — | 17 | +491,600 | New | Q4 2025 | Feb 10, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 462,040 | 53,850 | 0.57% | 0.47% | 18 | +30,316 | 7.02% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 446,945 | 52,091 | 0.16% | 0.21% | 19 | -126,628 | -22.08% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 411,177 | 47,923 | 0.33% | 0.37% | 20 | -52,159 | -11.26% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | New | 369,776 | 43,097 | 0.01% | — | 21 | +369,776 | New | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 362,337 | 42,230 | 0.01% | 0.0% | 22 | +27,508 | 8.22% | Q4 2025 | Mar 25, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 353,800 | 41,235 | 0.56% | 0.55% | 23 | +8,572 | 2.48% | Q4 2025 | Feb 13, 2026 |
| Newport Trust Company, LLC | History | Added to | 341,103 | 39,755 | 0.1% | 0.09% | 24 | +9,337 | 2.81% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 290,437 | 33,850 | 0.0% | 0.0% | 25 | -39,193 | -11.89% | Q4 2025 | Feb 13, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 280,976 | 32,747 | 4.57% | 4.56% | 26 | -11,433 | -3.91% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 242,255 | 28,234 | 0.04% | 0.05% | 27 | -47,100 | -16.28% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 240,643 | 28,046 | 0.02% | 0.01% | 28 | +95,614 | 65.93% | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 227,940 | 26,566 | 1.31% | 1.32% | 29 | +2,345 | 1.04% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Reduced | 221,434 | 25,930 | 0.03% | 0.03% | 30 | -11,947 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 220,377 | 25,685 | 1.41% | 1.49% | 31 | -19,509 | -8.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 218,186 | 25,429 | 0.0% | 0.0% | 32 | -5,940 | -2.65% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 215,153 | 25,076 | 0.07% | 0.07% | 33 | -22,143 | -9.33% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 213,489 | 24,882 | 0.0% | 0.0% | 34 | +27,827 | 14.99% | Q4 2025 | Jan 29, 2026 |
| Retirement Systems of Alabama | History | Reduced | 202,094 | 23,554 | 0.08% | 0.08% | 35 | -736 | -0.36% | Q4 2025 | Jan 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 197,569 | 23,027 | 0.08% | 0.09% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 182,481 | 21,269 | 0.01% | 0.02% | 37 | -42,219 | -18.79% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 179,727 | 20,947 | 0.0% | 0.0% | 38 | -33,003 | -15.51% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 142,519 | 16,610 | 0.02% | 0.02% | 39 | +3,219 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 140,850 | 16,416 | 0.49% | 0.31% | 40 | +29,375 | 26.35% | Q4 2025 | Feb 13, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 130,453 | 15,204 | 0.77% | 0.52% | 41 | +46,026 | 54.52% | Q4 2025 | Feb 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 129,835 | 15,132 | 0.32% | 0.29% | 42 | +21,594 | 19.95% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 119,397 | 13,915 | 0.01% | 0.01% | 43 | -10,278 | -7.93% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 117,572 | 13,703 | 0.0% | 0.0% | 44 | +17 | 0.01% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 113,940 | 13,279 | 0.0% | 0.0% | 45 | +3,671 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 106,373 | 12,397 | 0.01% | 0.01% | 46 | +52,283 | 96.66% | Q4 2025 | Feb 17, 2026 |
| Daventry Group, LP | History | New | 94,600 | 11,025 | 7.33% | — | 47 | +94,600 | New | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 90,475 | 10,544 | 0.18% | 0.18% | 48 | +2,350 | 2.67% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 89,057 | 10,379 | 0.0% | 0.0% | 49 | +78,177 | 718.54% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 88,965 | 10,368 | 0.0% | 0.0% | 50 | -4,533 | -4.85% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 88,505 | 10,315 | 0.01% | 0.02% | 51 | -38,377 | -30.25% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,995 | 10,255 | 0.0% | 0.0% | 52 | +7,953 | 9.94% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 86,022 | 10,025 | 0.0% | 0.0% | 53 | +31,911 | 58.97% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 85,750 | 9,994 | 0.01% | 0.01% | 54 | -3,818 | -4.26% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 80,960 | 9,435 | 0.0% | 0.0% | 55 | -2,003 | -2.41% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 80,037 | 9,328 | 0.02% | 0.02% | 56 | -3,669 | -4.38% | Q4 2025 | Feb 04, 2026 |
| Swiss National Bank | History | Added to | 78,200 | 9,114 | 0.01% | 0.01% | 57 | +1,600 | 2.09% | Q4 2025 | Feb 12, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 77,308 | 9,010 | 0.53% | 0.73% | 58 | -29,946 | -27.92% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 76,111 | 8,870 | 0.01% | 0.01% | 59 | -1,276 | -1.65% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 74,906 | 8,730 | 0.02% | 0.02% | 60 | +2,437 | 3.36% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 66,139 | 7,708 | 0.22% | 0.23% | 61 | -83 | -0.13% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 65,230 | 7,602 | 0.31% | 0.3% | 62 | -519 | -0.79% | Q4 2025 | Feb 11, 2026 |
| Pier Capital, LLC | History | New | 64,115 | 7,472 | 1.19% | — | 63 | +64,115 | New | Q4 2025 | Feb 03, 2026 |
| CSM Advisors, LLC | History | Added to | 62,011 | 7,228 | 0.2% | 0.2% | 64 | +3,095 | 5.25% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 61,332 | 7,148 | 0.0% | 0.0% | 65 | +17,742 | 40.7% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 59,584 | 6,944 | 0.0% | 0.0% | 66 | -4,378 | -6.84% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,617 | 6,715 | 0.01% | 0.01% | 67 | -2,149 | -3.6% | Q4 2025 | Jan 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 54,572 | 6,360 | 0.01% | 0.01% | 68 | -1,352 | -2.42% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 53,378 | 6,221 | 0.1% | 0.11% | 69 | -6,505 | -10.86% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 52,233 | 6,090 | 0.03% | 0.03% | 70 | -39 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 49,882 | 5,816 | 0.01% | 0.01% | 71 | +261 | 0.53% | Q4 2025 | Jan 28, 2026 |
| F/m Investments LLC | History | Reduced | 48,810 | 5,688 | 0.22% | 0.23% | 72 | -1,328 | -2.65% | Q4 2025 | Feb 03, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 47,643 | 5,553 | 0.01% | 0.01% | 73 | +2,433 | 5.38% | Q4 2025 | Feb 06, 2026 |
| Phocas Financial Corp. | History | Reduced | 45,185 | 5,266 | 0.68% | 0.71% | 74 | -109 | -0.24% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,784 | 5,102 | 0.0% | 0.0% | 75 | +13,075 | 42.58% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 43,000 | 5,011 | 0.02% | 0.02% | 76 | +1,700 | 4.12% | Q4 2025 | Feb 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 42,461 | 4,948 | 0.24% | — | 77 | +42,461 | New | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 40,100 | 4,673 | 0.13% | 0.16% | 78 | -4,200 | -9.48% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 40,095 | 4,673 | 0.02% | 0.02% | 79 | -2,647 | -6.19% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 38,426 | 4,478 | 0.0% | — | 80 | +38,426 | New | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 38,360 | 4,470 | 0.04% | 0.04% | 81 | -846 | -2.16% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,861 | 4,412 | 0.0% | 0.0% | 82 | +1,042 | 2.83% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,582 | 4,380 | 0.0% | 0.0% | 83 | -63 | -0.17% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 37,237 | 4,340 | 0.23% | 0.24% | 84 | -177 | -0.47% | Q4 2025 | Jan 15, 2026 |
| Candelo Capital Management LP | History | Reduced | 36,871 | 4,297 | 3.83% | 4.37% | 85 | -5,295 | -12.56% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 35,821 | 4,174 | 0.04% | 0.04% | 86 | -340 | -0.94% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 34,735 | 4,048 | 0.0% | 0.0% | 87 | -2,155 | -5.84% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 34,464 | 4,018 | 0.0% | 0.0% | 88 | +2,368 | 7.38% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 33,860 | 3,946 | 0.01% | — | 89 | +33,860 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 32,606 | 3,800 | 0.0% | 0.0% | 90 | +17,940 | 122.32% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 31,930 | 3,721 | 0.0% | 0.0% | 91 | -8,065 | -20.17% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 31,575 | 3,680 | 0.0% | 0.02% | 92 | -95,588 | -75.17% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 30,852 | 3,595 | 0.12% | 0.13% | 93 | +2,488 | 8.77% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 28,079 | 3,272 | 0.0% | 0.0% | 94 | +13,485 | 92.4% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 27,962 | 3,258 | 0.05% | 0.05% | 95 | +5,507 | 24.52% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 27,221 | 3,173 | 0.01% | 0.01% | 96 | -5,202 | -16.04% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 27,222 | 3,172 | 0.0% | 0.0% | 97 | +926 | 3.52% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 26,968 | 3,143 | 0.0% | 0.0% | 98 | +232 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 26,263 | 3,060 | 0.0% | 0.0% | 99 | +2,494 | 10.49% | Q4 2025 | Jan 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 26,064 | 3,037 | 0.0% | 0.01% | 100 | -34,248 | -56.78% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 25,989 | 3,029 | 0.03% | — | 101 | +25,989 | New | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 25,927 | 3,021 | 0.26% | 0.27% | 102 | +846 | 3.37% | Q4 2025 | Jan 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 25,606 | 2,984 | 0.03% | 0.03% | 103 | -2,931 | -10.27% | Q4 2025 | Feb 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 24,305 | 2,832 | 0.1% | 0.13% | 104 | -5,673 | -18.92% | Q4 2025 | Jan 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 23,065 | 2,688 | 3.3% | 0.06% | 105 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 22,926 | 2,672 | 0.15% | 0.16% | 106 | -755 | -3.19% | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 19,956 | 2,325 | 0.01% | 0.01% | 107 | +2,827 | 16.5% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 19,896 | 2,318 | 0.01% | 0.01% | 108 | -465 | -2.28% | Q4 2025 | Jan 29, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 20,228 | 2,307 | 0.52% | 0.69% | 109 | -2,723 | -11.86% | Q4 2025 | Jan 23, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | New | 19,600 | 2,285 | 0.09% | — | 110 | +19,600 | New | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 19,592 | 2,283 | 0.02% | — | 111 | +19,592 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,359 | 2,257 | 0.01% | 0.01% | 112 | -40 | -0.21% | Q4 2025 | Jan 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 19,053 | 2,220 | 0.04% | 0.03% | 113 | +2,670 | 16.3% | Q4 2025 | Jan 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,914 | 2,204 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 17,342 | 2,021 | 0.0% | 0.0% | 115 | +8,206 | 89.82% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,545 | 1,928 | 0.01% | 0.01% | 116 | -840 | -4.83% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,357 | 1,906 | 0.02% | 0.02% | 117 | -1,942 | -10.61% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 15,983 | 1,862 | 0.01% | — | 118 | +15,983 | New | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 15,673 | 1,826 | 0.04% | — | 119 | +15,673 | New | Q4 2025 | Feb 12, 2026 |
| Riverwater Partners LLC | History | No change | 15,251 | 1,777 | 0.69% | 0.76% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,197 | 1,771 | 0.0% | 0.02% | 121 | -26,725 | -63.75% | Q4 2025 | Jan 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,073 | 1,756 | 0.0% | 0.0% | 122 | +5,293 | 54.12% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 14,941 | 1,741 | 0.0% | 0.03% | 123 | -52,691 | -77.91% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,877 | 1,735 | 0.0% | — | 124 | +14,877 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,800 | 1,724 | 0.01% | 0.01% | 125 | -3,253 | -18.02% | Q4 2025 | Jan 28, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,206 | 1,658 | 0.0% | — | 126 | +14,206 | New | Q4 2025 | Mar 20, 2026 |
| CenterBook Partners LP | History | Added to | 14,030 | 1,635 | 0.08% | 0.04% | 127 | +7,023 | 100.23% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,730 | 1,600 | 0.0% | 0.0% | 128 | +2,600 | 23.36% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,651 | 1,591 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 13,044 | 1,520 | 0.03% | 0.01% | 130 | +8,131 | 165.5% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,885 | 1,501 | 0.0% | 0.0% | 131 | +4,985 | 63.1% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,847 | 1,497 | 0.0% | 0.0% | 132 | +584 | 4.76% | Q4 2025 | Jan 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 12,629 | 1,471 | 0.0% | 0.0% | 133 | +9,151 | 263.11% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 12,459 | 1,452 | 0.14% | 0.12% | 134 | +657 | 5.57% | Q4 2025 | Jan 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,427 | 1,448 | 0.0% | 0.0% | 135 | +1,591 | 14.68% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,103 | 1,410 | 0.0% | 0.0% | 136 | -11,198 | -48.06% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 11,994 | 1,409 | 0.0% | 0.01% | 137 | -513 | -4.1% | Q4 2025 | Feb 18, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,136 | 1,395 | 0.02% | 0.02% | 138 | -342 | -2.74% | Q4 2025 | Jan 21, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 11,751 | 1,369 | 0.58% | 0.62% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 11,008 | 1,282 | 0.01% | 0.01% | 140 | -680 | -5.82% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,900 | 1,270 | 0.02% | 0.02% | 141 | -100 | -0.91% | Q4 2025 | Jan 16, 2026 |
| Hudson Bay Capital Management LP | History | New | 10,710 | 1,248 | 0.0% | — | 142 | +10,710 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 10,382 | 1,210 | 0.04% | 0.04% | 143 | -356 | -3.32% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,368 | 1,208 | 0.01% | 0.01% | 144 | -606 | -5.52% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 10,120 | 1,179 | 0.0% | — | 145 | +10,120 | New | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | New | 10,000 | 1,165 | 0.03% | — | 146 | +10,000 | New | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,834 | 1,146 | 0.01% | 0.01% | 147 | -334 | -3.28% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,734 | 1,134 | 0.0% | 0.0% | 148 | -7 | -0.07% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 9,237 | 1,129 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 9,298 | 1,083 | 0.01% | 0.01% | 150 | -100 | -1.06% | Q4 2025 | Jan 29, 2026 |
| ALPS ADVISORS INC | History | Added to | 9,107 | 1,061 | 0.01% | 0.0% | 151 | +2,557 | 39.04% | Q4 2025 | Feb 12, 2026 |
| Kennondale Capital Management LLC | History | No change | 9,069 | 1,056 | 0.78% | 0.83% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 8,983 | 1,046 | 0.33% | 0.37% | 153 | -111 | -1.22% | Q4 2025 | Jan 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,850 | 1,031 | 0.0% | 0.0% | 154 | -253 | -2.78% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,791 | 1,025 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 8,792 | 1,024 | 0.01% | 0.02% | 156 | -39 | -0.44% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 8,736 | 1,018 | 0.0% | 0.0% | 157 | +274 | 3.24% | Q4 2025 | Feb 06, 2026 |
| Pacer Advisors, Inc. | History | Added to | 8,651 | 1,008 | 0.0% | 0.0% | 158 | +1,259 | 17.03% | Q4 2025 | Feb 24, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 8,577 | 999 | 0.17% | 0.15% | 159 | +1,720 | 25.08% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,500 | 991 | 0.0% | 0.0% | 160 | +300 | 3.66% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | Reduced | 7,875 | 917 | 0.0% | 0.0% | 162 | -4,073 | -34.09% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,873 | 917 | 0.01% | 0.01% | 161 | -100 | -1.25% | Q4 2025 | Feb 04, 2026 |
| May Hill Capital, LLC | History | Added to | 7,862 | 916 | 0.12% | 0.14% | 163 | +3,931 | 100.0% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,739 | 901 | 0.0% | 0.01% | 164 | +177 | 2.34% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 7,025 | 818 | 0.0% | 0.0% | 165 | -2,861 | -28.94% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,973 | 812 | 0.0% | 0.0% | 166 | -192 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 6,970 | 812 | 0.02% | 0.03% | 167 | -88 | -1.25% | Q4 2025 | Feb 11, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 6,937 | 808 | 0.12% | — | 168 | +6,937 | New | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | New | 6,772 | 789 | 0.02% | — | 169 | +6,772 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,610 | 770 | 0.0% | 0.0% | 170 | -20 | -0.3% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 6,517 | 759 | 0.12% | — | 171 | +6,517 | New | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,261 | 729 | 0.01% | 0.01% | 172 | -413 | -6.19% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 6,043 | 704 | 0.0% | 0.0% | 173 | +816 | 15.61% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 6,000 | 699 | 0.0% | — | 174 | +6,000 | New | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 5,886 | 686 | 0.11% | 0.18% | 175 | -4,016 | -40.56% | Q4 2025 | Feb 11, 2026 |
| Edgestream Partners, L.P. | History | New | 5,751 | 670 | 0.02% | — | 176 | +5,751 | New | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 5,719 | 666 | 0.01% | — | 178 | +5,719 | New | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 5,722 | 666 | 0.0% | 0.01% | 177 | -370 | -6.07% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,693 | 663 | 0.0% | 0.0% | 179 | +453 | 8.65% | Q4 2025 | Jan 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,561 | 648 | 0.04% | — | 180 | +5,561 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,511 | 642 | 0.05% | 0.05% | 181 | +74 | 1.36% | Q4 2025 | Jan 29, 2026 |
| Vestcor Inc | History | Reduced | 5,423 | 632 | 0.02% | 0.02% | 182 | -603 | -10.01% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 5,422 | 631 | 0.0% | 0.0% | 183 | +404 | 8.05% | Q4 2025 | Feb 11, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 5,410 | 630 | 0.0% | — | 184 | +5,410 | New | Q4 2025 | Jan 30, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 5,331 | 621 | 0.26% | 0.43% | 185 | -3,000 | -36.01% | Q4 2025 | Jan 28, 2026 |
| Haven Private, LLC | History | Added to | 5,088 | 593 | 0.26% | 0.26% | 186 | +229 | 4.71% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,874 | 568 | 0.0% | 0.0% | 187 | +601 | 14.07% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 4,786 | 557 | 0.0% | 0.01% | 188 | -818 | -14.6% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,673 | 544 | 0.01% | 0.01% | 189 | -8 | -0.17% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,555 | 530 | 0.03% | 0.03% | 190 | +170 | 3.88% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | Added to | 4,511 | 529 | 0.02% | 0.07% | 191 | +274 | 6.47% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | New | 4,501 | 524 | 0.0% | — | 193 | +4,501 | New | Q4 2025 | Feb 17, 2026 |
| Altshuler Shaham Ltd | History | Added to | 14,872 | 524 | 0.01% | 0.01% | 192 | +1,085 | 7.87% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | New | 4,440 | 517 | 0.02% | — | 194 | +4,440 | New | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | New | 4,380 | 510 | 0.33% | — | 195 | +4,380 | New | Q4 2025 | Feb 18, 2026 |
| Keebeck Wealth Management | History | Reduced | 4,365 | 508 | 0.06% | 0.06% | 196 | -7 | -0.16% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,333 | 505 | 0.01% | 0.01% | 197 | +15 | 0.35% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | No change | 4,200 | 489 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 4,100 | 477 | 0.0% | 0.0% | 199 | +3,600 | 720.0% | Q4 2025 | Feb 17, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 4,021 | 468 | 0.44% | — | 200 | +4,021 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 4,006 | 466 | 0.04% | 0.04% | 201 | +240 | 6.37% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 3,940 | 459 | 0.1% | 0.17% | 202 | -4,310 | -52.24% | Q4 2025 | Feb 13, 2026 |
| Brucke Financial, Inc. | History | Reduced | 3,766 | 438 | 0.24% | 0.29% | 203 | -263 | -6.53% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | No change | 3,750 | 437 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 3,580 | 417 | 0.0% | — | 205 | +3,580 | New | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,432 | 400 | 0.0% | 0.0% | 206 | +204 | 6.32% | Q4 2025 | Mar 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,422 | 398 | 0.0% | 0.0% | 207 | -533 | -13.48% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 3,406 | 396 | 0.01% | 0.01% | 208 | +802 | 30.8% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,274 | 381 | 0.0% | 0.0% | 209 | +479 | 17.14% | Q4 2025 | Jan 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,256 | 379 | 0.04% | — | 210 | +3,256 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 3,226 | 375 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 3,217 | 374 | 0.02% | — | 213 | +3,217 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 3,210 | 374 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 3,200 | 372 | 0.0% | — | 214 | +3,200 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,152 | 367 | 0.0% | 0.0% | 215 | -382 | -10.81% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 3,088 | 359 | 0.0% | 0.0% | 216 | +46 | 1.51% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Reduced | 3,078 | 358 | 0.0% | 0.0% | 217 | -121 | -3.78% | Q4 2025 | Feb 05, 2026 |
| Entropy Technologies, LP | History | New | 3,005 | 350 | 0.02% | — | 218 | +3,005 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,908 | 338 | 0.0% | 0.0% | 219 | -104 | -3.45% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 2,856 | 332 | 0.01% | 0.01% | 220 | -100 | -3.38% | Q4 2025 | Feb 04, 2026 |
| HOWE & RUSLING INC | History | No change | 2,781 | 324 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,628 | 306 | 0.02% | — | 222 | +2,628 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,592 | 302 | 0.0% | — | 223 | +2,592 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,499 | 294 | 0.0% | 0.0% | 224 | -12 | -0.48% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,488 | 290 | 0.01% | 0.01% | 225 | +61 | 2.51% | Q4 2025 | Jan 29, 2026 |
| Marion Wealth Management | History | No change | 2,500 | 288 | 0.06% | 0.07% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 2,400 | 279 | 0.0% | — | 227 | +2,400 | New | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Reduced | 2,371 | 276 | 0.0% | 0.0% | 228 | -327 | -12.12% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,361 | 275 | 0.0% | — | 229 | +2,361 | New | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | Reduced | 2,347 | 273 | 0.0% | 0.0% | 230 | -109 | -4.44% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 2,290 | 266 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 2,196 | 256 | 0.0% | 0.0% | 232 | +25 | 1.15% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 2,150 | 250 | 0.02% | 0.04% | 234 | -6,299 | -74.55% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,152 | 250 | 0.01% | 0.01% | 233 | -647 | -23.12% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,138 | 249 | 0.0% | 0.0% | 235 | +28 | 1.33% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 2,086 | 243 | 0.01% | 0.02% | 236 | -918 | -30.56% | Q4 2025 | Feb 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,059 | 239 | 0.0% | — | 237 | +2,059 | New | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 2,029 | 236 | 0.06% | — | 238 | +2,029 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,994 | 232 | 0.0% | — | 239 | +1,994 | New | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,974 | 230 | 0.0% | 0.0% | 240 | -64 | -3.14% | Q4 2025 | Jan 16, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 1,940 | 226 | 0.15% | 0.13% | 241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,938 | 225 | 0.0% | 0.0% | 242 | -5,000 | -72.07% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,884 | 219 | 0.0% | 0.0% | 243 | -156 | -7.65% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | New | 1,862 | 217 | 0.01% | — | 244 | +1,862 | New | Q4 2025 | Jan 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,803 | 210 | 0.0% | — | 246 | +1,803 | New | Q4 2025 | Feb 04, 2026 |
| M&T BANK CORP | History | New | 1,800 | 210 | 0.0% | — | 245 | +1,800 | New | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,759 | 205 | 0.0% | 0.0% | 247 | +29 | 1.68% | Q4 2025 | Feb 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 1,764 | 205 | 0.03% | 0.03% | 248 | -11 | -0.62% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,751 | 204 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,726 | 201 | 0.0% | 0.0% | 250 | -520 | -23.15% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,719 | 200 | 0.0% | 0.0% | 251 | +13 | 0.76% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,588 | 185 | 0.01% | 0.01% | 252 | -240 | -13.13% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,524 | 177 | 0.04% | 0.02% | 253 | +1,263 | 483.91% | Q4 2025 | Mar 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,416 | 165 | 0.0% | 0.0% | 254 | +257 | 22.17% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 1,200 | 140 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,084 | 126 | 0.0% | — | 256 | +1,084 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,040 | 121 | 0.0% | 0.0% | 257 | -145 | -12.24% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,025 | 119 | 0.0% | 0.0% | 258 | +116 | 12.76% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | No change | 1,000 | 116 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 981 | 114 | 0.0% | 0.0% | 260 | -15 | -1.51% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 933 | 108 | 0.01% | 0.01% | 261 | +13 | 1.41% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 850 | 99 | 0.04% | 0.06% | 262 | -150 | -15.0% | Q4 2025 | Mar 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 843 | 98 | 0.0% | 0.0% | 263 | -28 | -3.21% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 689 | 80 | 0.0% | 0.0% | 264 | +178 | 34.83% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 670 | 78 | 0.0% | — | 265 | +670 | New | Q4 2025 | Feb 06, 2026 |
| Aquatic Capital Management LLC | History | New | 660 | 76 | 0.0% | — | 266 | +660 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 643 | 74 | 0.0% | 0.0% | 267 | +43 | 7.17% | Q4 2025 | Jan 05, 2026 |
| DANSKE BANK A/S | History | Added to | 600 | 69 | 0.0% | 0.0% | 268 | +400 | 200.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 598 | 69 | 0.0% | 0.0% | 269 | +61 | 11.36% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 539 | 63 | 0.03% | 0.03% | 270 | +41 | 8.23% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 533 | 62 | 0.03% | — | 272 | +533 | New | Q4 2025 | Jan 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 688 | 62 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 530 | 61 | 0.0% | 0.0% | 273 | +358 | 208.14% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 498 | 58 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 488 | 56 | 0.0% | 0.0% | 275 | -23 | -4.5% | Q4 2025 | Jan 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 474 | 55 | 0.0% | 0.02% | 276 | -3,156 | -86.94% | Q4 2025 | Feb 11, 2026 |
| Matrix Trust Co | History | Reduced | 464 | 54 | 0.01% | 0.04% | 277 | -1,875 | -80.16% | Q4 2025 | Jan 13, 2026 |
| Employees Retirement System of Texas | History | No change | 449 | 52 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 437 | 51 | 0.0% | 0.0% | 279 | +106 | 32.02% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | New | 437 | 50 | 0.03% | — | 280 | +437 | New | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 347 | 48 | 0.02% | — | 281 | +347 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 400 | 47 | 0.0% | 0.0% | 282 | -57 | -12.47% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 369 | 43 | 0.0% | 0.0% | 283 | -115 | -23.76% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 335 | 39 | 0.0% | 0.0% | 284 | +47 | 16.32% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | No change | 340 | 39 | 0.0% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 303 | 35 | 0.0% | — | 286 | +303 | New | Q4 2025 | Feb 05, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 300 | 35 | 0.0% | 0.0% | 287 | -148 | -33.04% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 299 | 34 | 0.0% | 0.0% | 289 | +100 | 50.25% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 300 | 34 | 0.0% | 0.0% | 288 | +55 | 22.45% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 267 | 31 | 0.0% | 0.0% | 290 | -39 | -12.75% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 232 | 26 | 0.0% | 0.0% | 291 | +15 | 6.91% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 205 | 24 | 0.0% | 0.0% | 292 | -3 | -1.44% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 190 | 22 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 173 | 20 | 0.0% | 0.0% | 294 | -2 | -1.14% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 161 | 18 | 0.0% | 0.0% | 295 | +42 | 35.29% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 147 | 17 | 0.0% | 0.0% | 296 | -42 | -22.22% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 148 | 17 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Quent Capital, LLC | History | Reduced | 138 | 16 | 0.0% | 0.0% | 299 | -12 | -8.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | No change | 144 | 16 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | No change | 143 | 16 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EASTERN BANK | History | New | 131 | 15 | 0.0% | — | 301 | +131 | New | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 133 | 15 | 0.0% | 0.0% | 302 | +6 | 4.72% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 120 | 13 | 0.0% | 0.0% | 304 | -984 | -89.13% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 118 | 13 | 0.0% | — | 303 | +118 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 107 | 12 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kemnay Advisory Services Inc. | History | New | 100 | 11 | 0.0% | — | 306 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 97 | 11 | 0.0% | — | 307 | +97 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 86 | 10 | 0.0% | 0.0% | 308 | -91 | -51.41% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 75 | 8 | 0.0% | — | 310 | +75 | New | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 72 | 8 | 0.0% | 0.0% | 309 | +14 | 24.14% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 74 | 8 | 0.0% | 0.0% | 311 | +1 | 1.37% | Q4 2025 | Jan 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 61 | 7 | 0.01% | — | 315 | +61 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 62 | 7 | 0.0% | 0.0% | 312 | +43 | 226.32% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61 | 7 | 0.0% | 0.0% | 314 | +14 | 29.79% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 61 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 47 | 5 | 0.0% | 0.0% | 318 | -1,465 | -96.89% | Q4 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | New | 51 | 5 | 0.0% | — | 319 | +51 | New | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | Added to | 50 | 5 | 0.0% | 0.0% | 320 | +37 | 284.62% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 46 | 5 | 0.0% | 0.0% | 317 | +13 | 39.39% | Q4 2025 | Jan 14, 2026 |
| Quarry LP | History | Reduced | 42 | 4 | 0.0% | 0.0% | 322 | -76 | -64.41% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 37 | 4 | 0.0% | 0.0% | 321 | -7 | -15.91% | Q4 2025 | Feb 24, 2026 |
| SageView Advisory Group, LLC | History | New | 34 | 3 | 0.0% | — | 325 | +34 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 33 | 3 | 0.0% | 0.0% | 323 | -3 | -8.33% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 31 | 3 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | No change | 21 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | No change | 21 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 22 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westfuller Advisors, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 331 | -20 | -55.56% | Q4 2025 | Jan 23, 2026 |
| J.Safra Asset Management Corp | History | New | 15 | 1 | 0.0% | — | 332 | +15 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 9 | 1 | 0.0% | — | 340 | +9 | New | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 341 | -5 | -35.71% | Q4 2025 | Jan 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 335 | -4 | -26.67% | Q4 2025 | Jan 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 342 | -4 | -21.05% | Q4 2025 | Jan 28, 2026 |
| Bare Financial Services, Inc | History | Reduced | 13 | 1 | 0.0% | 0.0% | 337 | -3 | -18.75% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -565,735 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Channing Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -411,204 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.18% | — | -38,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -25,985 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,151 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,078 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,534 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.01% | — | -5,575 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,673 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,543 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alamea Verwaltungs GmbH | History | Closed out | 0 | 0 | — | 0.32% | — | -3,894 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,971 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,602 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,373 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horizon Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,105 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,911 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,675 | -100.0% | Q3 2025 | Nov 07, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,664 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -1,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -864 | -100.0% | Q3 2025 | Nov 12, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -662 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -375 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -161 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -9 | -75.0% | Q4 2025 | Jan 29, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Financial Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RMG Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |