FRANKLIN RESOURCES INC - BEN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 37,109,786 | 886,552 | 0.01% | 0.01% | 1 | -140,540 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Power Corp of Canada | History | No change | 31,557,117 | 753,899 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 29,711,243 | 709,801 | 0.01% | 0.01% | 3 | +1,364,878 | 4.82% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 20,744,893 | 502,337 | 0.02% | 0.02% | 4 | -144,720 | -0.69% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,882,860 | 259,988 | 0.05% | 0.05% | 5 | +816,952 | 8.12% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 10,122,937 | 241,836 | 0.04% | 0.03% | 6 | +768,707 | 8.22% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 8,069,495 | 192,773 | 0.01% | 0.01% | 7 | +272,335 | 3.49% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 7,083,168 | 169,216 | 0.3% | 0.33% | 8 | +243,836 | 3.57% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,614,903 | 158,030 | 0.02% | 0.02% | 9 | +1,955,192 | 41.96% | Q4 2025 | Feb 17, 2026 |
| Azora Capital LP | History | Added to | 5,796,575 | 138,480 | 8.72% | 3.47% | 10 | +2,554,105 | 78.77% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,645,590 | 134,873 | 0.02% | 0.02% | 11 | -1,006,945 | -15.14% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 4,314,807 | 103,080 | 0.01% | 0.01% | 12 | -1,899,582 | -30.57% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 4,131,559 | 98,702 | 0.11% | 0.03% | 13 | +2,697,743 | 188.15% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 4,109,155 | 98,167 | 0.01% | — | 14 | +4,109,155 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,903,940 | 93,265 | 0.01% | 0.01% | 15 | -214,746 | -5.21% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,737,050 | 89,278 | 0.02% | 0.01% | 16 | +2,078,369 | 125.3% | Q4 2025 | Feb 10, 2026 |
| Kopernik Global Investors, LLC | History | Added to | 3,369,165 | 80,489 | 6.43% | 5.16% | 17 | +633,541 | 23.16% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,167,922 | 75,681 | 0.01% | 0.01% | 18 | -1,194 | -0.04% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,275,064 | 54,351 | 0.01% | 0.01% | 19 | -1,447,178 | -38.88% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Added to | 2,194,236 | 52,420 | 0.21% | 0.12% | 20 | +902,501 | 69.87% | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Reduced | 2,183,589 | 52,165 | 0.66% | 0.67% | 21 | -34,541 | -1.56% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,955,927 | 46,727 | 0.03% | 0.03% | 22 | +230,462 | 13.36% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,848,179 | 44,152 | 0.06% | 0.05% | 23 | +353,362 | 23.64% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,765,840 | 42,185 | 0.15% | 0.12% | 24 | +194,716 | 12.39% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,685,483 | 40,266 | 0.0% | 0.0% | 25 | -415,517 | -19.78% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,649,569 | 39,408 | 0.01% | 0.01% | 26 | +503,831 | 43.97% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,624,537 | 38,810 | 0.1% | 0.1% | 27 | +45,964 | 2.91% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,431,232 | 34,192 | 0.0% | 0.0% | 28 | +220,345 | 18.2% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 1,424,072 | 34,021 | 1.1% | 1.21% | 29 | -4,432 | -0.31% | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 1,307,273 | 31,230 | 0.56% | 0.55% | 30 | -88,863 | -6.36% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,268,912 | 30,314 | 0.02% | 0.01% | 31 | +501,810 | 65.42% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,244,323 | 29,726 | 0.02% | 0.01% | 32 | +255,260 | 25.81% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,213,940 | 29,001 | 0.01% | 0.01% | 33 | -54,936 | -4.33% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,203,881 | 28,760 | 0.03% | 0.02% | 34 | +265,528 | 28.3% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,156,603 | 27,631 | 0.01% | 0.01% | 35 | +97,905 | 9.25% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,119,809 | 26,821 | 0.01% | 0.01% | 36 | -27,796 | -2.42% | Q4 2025 | Mar 20, 2026 |
| Legal & General Group Plc | History | Reduced | 1,058,710 | 25,292 | 0.01% | 0.01% | 37 | -95,507 | -8.27% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,024,183 | 24,467 | 0.03% | 0.02% | 38 | +309,000 | 43.21% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 988,800 | 23,622 | 0.05% | 0.03% | 39 | +258,500 | 35.4% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 975,909 | 23,314 | 0.01% | 0.01% | 40 | -30,449 | -3.03% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 941,230 | 22,485 | 0.0% | 0.0% | 41 | +51,558 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Prana Capital Management, LP | History | Added to | 904,970 | 21,619 | 0.78% | 0.66% | 42 | +44,208 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 856,041 | 20,450 | 0.98% | 0.92% | 43 | +18,650 | 2.23% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | New | 823,015 | 19,661 | 0.35% | — | 44 | +823,015 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 818,745 | 19,559 | 0.05% | 0.04% | 45 | +279,892 | 51.94% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 791,771 | 18,915 | 0.0% | 0.0% | 46 | -70,884 | -8.22% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 790,446 | 18,883 | 0.04% | 0.04% | 47 | +231,364 | 41.38% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 768,593 | 18,362 | 0.0% | — | 48 | +768,593 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 767,683 | 18,339 | 0.02% | — | 49 | +767,683 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 753,300 | 17,996 | 0.03% | 0.03% | 50 | -110,300 | -12.77% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 725,800 | 17,339 | 0.09% | — | 51 | +725,800 | New | Q4 2025 | Feb 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 654,936 | 15,646 | 0.0% | 0.0% | 52 | +270,375 | 70.31% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 626,137 | 14,958 | 0.0% | 0.0% | 53 | +141,886 | 29.3% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 614,448 | 14,679 | 0.01% | 0.01% | 54 | -30,361 | -4.71% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 558,651 | 14,524 | 0.69% | 0.73% | 55 | -8,513 | -1.5% | Q4 2025 | Jan 21, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 589,781 | 14,089 | 1.88% | 1.94% | 56 | +4,541 | 0.78% | Q4 2025 | Jan 22, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 585,596 | 13,989 | 0.01% | 0.01% | 57 | +48,864 | 9.1% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 563,000 | 13,450 | 0.01% | 0.01% | 58 | +2,600 | 0.46% | Q4 2025 | Feb 12, 2026 |
| Longaeva Partners L.P. | History | New | 562,264 | 13,432 | 1.13% | — | 59 | +562,264 | New | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 546,491 | 13,055 | 0.27% | 0.0% | 60 | +537,388 | 5903.42% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 544,939 | 13,018 | 0.01% | 0.01% | 61 | -474,401 | -46.54% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 543,802 | 12,942 | 0.01% | 0.01% | 62 | -14,122 | -2.53% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 519,237 | 12,405 | 0.03% | 0.03% | 63 | -47,296 | -8.35% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 505,591 | 12,078 | 0.04% | — | 64 | +505,591 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 468,029 | 11,181 | 0.01% | 0.01% | 65 | +510 | 0.11% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 447,068 | 10,680 | 0.0% | 0.01% | 66 | +19,758 | 4.62% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 444,481 | 10,619 | 0.0% | 0.0% | 67 | -5,261 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Added to | 433,043 | 10,345 | 0.61% | 0.6% | 68 | +2,718 | 0.63% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 403,810 | 9,647 | 0.18% | 0.17% | 69 | +24,526 | 6.47% | Q4 2025 | Feb 17, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Reduced | 390,346 | 9,325 | 2.08% | 3.89% | 70 | -357,084 | -47.77% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 378,934 | 9,052 | 0.0% | 0.0% | 71 | -122,359 | -24.41% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 362,107 | 8,650 | 0.5% | — | 72 | +362,107 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 354,520 | 8,469 | 0.13% | 0.05% | 73 | +229,480 | 183.53% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 351,915 | 8,420 | 0.0% | 0.0% | 74 | +53,312 | 17.85% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 350,543 | 8,374 | 0.0% | 0.0% | 75 | -38,063 | -9.79% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 349,356 | 8,346 | 0.0% | 0.0% | 76 | -808,299 | -69.82% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 329,867 | 8,193 | 0.09% | 0.08% | 77 | -2,415 | -0.73% | Q4 2025 | Jan 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 332,974 | 7,954 | 0.02% | 0.02% | 78 | -15,890 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 324,103 | 7,742 | 0.09% | 0.08% | 79 | +31,236 | 10.67% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 288,387 | 7,676 | 0.02% | 0.02% | 80 | +18,695 | 6.93% | Q4 2025 | Feb 18, 2026 |
| Bastion Asset Management Inc. | History | New | 321,511 | 7,548 | 4.17% | — | 81 | +321,511 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 309,459 | 7,392 | 0.01% | 0.0% | 82 | +287,540 | 1311.83% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 305,549 | 7,299 | 0.0% | 0.01% | 83 | -212,832 | -41.06% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 314,797 | 7,167 | 0.02% | 0.05% | 84 | -367,756 | -53.88% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 299,843 | 7,163 | 0.01% | 0.01% | 85 | -2,789 | -0.92% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 299,459 | 7,154 | 0.0% | 0.0% | 86 | +195,939 | 189.28% | Q4 2025 | Feb 18, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 297,199 | 7,100 | 0.0% | 0.0% | 87 | +4,862 | 1.66% | Q4 2025 | Jan 23, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 292,316 | 6,983 | 0.31% | 0.34% | 88 | +1,066 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | New | 291,248 | 6,957 | 0.06% | — | 89 | +291,248 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 281,048 | 6,714 | 0.01% | 0.01% | 90 | -18,060 | -6.04% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Added to | 274,503 | 6,557 | 0.01% | 0.0% | 91 | +219,317 | 397.41% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 270,740 | 6,468 | 0.01% | 0.02% | 93 | +37,823 | 16.24% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 270,778 | 6,468 | 0.01% | 0.01% | 92 | -3,012 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Dupree Financial Group, LLC | History | Added to | 262,922 | 6,281 | 2.29% | 2.29% | 94 | +2,346 | 0.9% | Q4 2025 | Jan 29, 2026 |
| Cinctive Capital Management LP | History | Added to | 256,361 | 6,124 | 0.33% | 0.09% | 95 | +175,328 | 216.37% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 249,700 | 5,965 | 0.0% | 0.0% | 96 | +3,400 | 1.38% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 247,596 | 5,915 | 0.01% | — | 97 | +247,596 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 242,943 | 5,803 | 0.01% | 0.01% | 98 | +91,543 | 60.46% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Added to | 242,000 | 5,781 | 0.01% | 0.0% | 99 | +201,700 | 500.5% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 236,509 | 5,650 | 0.0% | 0.0% | 100 | +61,001 | 34.76% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 235,040 | 5,615 | 0.01% | 0.01% | 101 | -51,503 | -17.97% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 232,100 | 5,544 | 0.0% | — | 102 | +232,100 | New | Q4 2025 | Feb 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 231,200 | 5,523 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 230,718 | 5,511 | 0.03% | — | 104 | +230,718 | New | Q4 2025 | Feb 17, 2026 |
| Altrius Capital Management Inc | History | Added to | 229,656 | 5,486 | 1.16% | 1.19% | 105 | +3,352 | 1.48% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 225,478 | 5,386 | 0.01% | 0.01% | 106 | +5,782 | 2.63% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 223,827 | 5,347 | 0.0% | 0.0% | 107 | +5,101 | 2.33% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 218,625 | 5,294 | 0.02% | 0.02% | 108 | -147 | -0.07% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 221,000 | 5,279 | 0.75% | 0.77% | 109 | -9,017 | -3.92% | Q4 2025 | Jan 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 219,653 | 5,247 | 0.01% | 0.01% | 110 | +77,026 | 54.01% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 216,469 | 5,171 | 0.0% | 0.0% | 111 | +26,039 | 13.67% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | Reduced | 212,862 | 5,085 | 0.01% | 0.01% | 112 | -11,077 | -4.95% | Q4 2025 | Jan 16, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 211,682 | 5,057 | 0.02% | 0.01% | 113 | +147,882 | 231.79% | Q4 2025 | Feb 12, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 211,400 | 5,050 | 0.36% | 0.36% | 114 | +3,450 | 1.66% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 210,542 | 5,029 | 0.0% | 0.0% | 115 | -17,951 | -7.86% | Q4 2025 | Feb 10, 2026 |
| SummitTX Capital, L.P. | History | Added to | 198,594 | 4,744 | 0.14% | 0.07% | 116 | +121,836 | 158.73% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 191,410 | 4,572 | 0.01% | 0.01% | 117 | +20,719 | 12.14% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 190,179 | 4,543 | 0.0% | 0.0% | 118 | +90,196 | 90.21% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 181,526 | 4,336 | 0.01% | 0.01% | 119 | +200 | 0.11% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 177,206 | 4,233 | 0.28% | 0.27% | 120 | +2,599 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 176,494 | 4,216 | 0.01% | 0.01% | 121 | -7,777 | -4.22% | Q4 2025 | Feb 11, 2026 |
| Fire Capital Management LLC | History | No change | 172,333 | 4,117 | 2.05% | 2.29% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PEAK6 LLC | History | Added to | 170,400 | 4,070 | 0.01% | 0.01% | 123 | +6,492 | 3.96% | Q4 2025 | Mar 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 169,606 | 4,051 | 0.0% | 0.0% | 124 | -44,970 | -20.96% | Q4 2025 | Feb 06, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 167,839 | 4,009 | 0.01% | 0.01% | 125 | -25,072 | -13.0% | Q4 2025 | Jan 23, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 167,500 | 4,001 | 0.01% | 0.01% | 126 | -73,010 | -30.36% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 166,498 | 3,977 | 0.01% | 0.01% | 127 | +65,928 | 65.55% | Q4 2025 | Feb 17, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 166,042 | 3,966 | 0.96% | 0.96% | 128 | -355 | -0.21% | Q4 2025 | Jan 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 163,300 | 3,901 | 0.0% | 0.0% | 129 | -63,300 | -27.93% | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 162,440 | 3,868 | 0.0% | 0.0% | 130 | +21,893 | 15.58% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 160,574 | 3,836 | 0.0% | 0.0% | 131 | -23,978 | -12.99% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 148,317 | 3,805 | 0.86% | 1.03% | 132 | -30,571 | -17.09% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 158,366 | 3,783 | 0.02% | 0.01% | 133 | +751 | 0.48% | Q4 2025 | Jan 29, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 155,930 | 3,725 | 0.01% | 0.01% | 134 | -403 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 151,630 | 3,622 | 0.0% | 0.0% | 135 | +9,687 | 6.82% | Q4 2025 | Feb 17, 2026 |
| Gifford Fong Associates | History | No change | 140,480 | 3,356 | 0.67% | 0.68% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 140,340 | 3,353 | 0.0% | 0.0% | 137 | -7,845 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Ally Financial Inc. | History | No change | 140,000 | 3,344 | 0.41% | 0.4% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kinloch Capital, LLC | History | Reduced | 134,998 | 3,225 | 1.39% | 1.63% | 139 | -26,471 | -16.39% | Q4 2025 | Feb 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 131,107 | 3,132 | 0.03% | 0.03% | 140 | -5,842 | -4.27% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 129,373 | 3,090 | 0.01% | 0.0% | 141 | +65,480 | 102.48% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 127,262 | 3,040 | 0.01% | 0.01% | 142 | -10,929 | -7.91% | Q4 2025 | Feb 13, 2026 |
| APG Asset Management N.V. | History | Reduced | 148,806 | 3,026 | 0.01% | 0.01% | 143 | -26,494 | -15.11% | Q4 2025 | Feb 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 126,200 | 3,014 | 0.09% | 0.1% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 124,376 | 2,972 | 0.01% | 0.0% | 145 | +548 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 122,238 | 2,920 | 0.01% | 0.01% | 146 | -619 | -0.5% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 122,083 | 2,916 | 0.03% | 0.03% | 147 | -18,200 | -12.97% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 121,116 | 2,893 | 0.0% | 0.0% | 148 | +4,669 | 4.01% | Q4 2025 | Feb 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 120,463 | 2,877 | 0.13% | 0.19% | 149 | -100,678 | -45.53% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 119,150 | 2,846 | 1.03% | 1.06% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 113,613 | 2,751 | 0.01% | 0.01% | 151 | -328 | -0.29% | Q4 2025 | Jan 15, 2026 |
| Unison Advisors LLC | History | No change | 111,625 | 2,703 | 0.24% | 0.24% | 152 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Reduced | 111,978 | 2,675 | 0.01% | 0.01% | 153 | -1,129 | -1.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 108,594 | 2,594 | 0.0% | 0.0% | 154 | -41,339 | -27.57% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 106,856 | 2,584 | 0.04% | 0.03% | 155 | +1,548 | 1.47% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 106,100 | 2,534 | 0.01% | 0.01% | 156 | -41,272 | -28.01% | Q4 2025 | Feb 17, 2026 |
| SVB WEALTH LLC | History | New | 105,153 | 2,512 | 0.15% | — | 157 | +105,153 | New | Q4 2025 | Feb 04, 2026 |
| Walleye Capital LLC | History | Added to | 103,604 | 2,475 | 0.01% | 0.0% | 158 | +81,916 | 377.7% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 103,542 | 2,473 | 0.72% | 0.71% | 159 | -2,168 | -2.05% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Added to | 103,501 | 2,472 | 0.01% | 0.01% | 160 | +9,388 | 9.98% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 102,010 | 2,436 | 0.0% | 0.0% | 161 | -88,275 | -46.39% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 100,600 | 2,403 | 0.01% | 0.01% | 162 | +13,852 | 15.97% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 99,346 | 2,373 | 0.01% | 0.01% | 163 | -8,000 | -7.45% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 98,043 | 2,342 | 0.01% | 0.01% | 164 | -4,665 | -4.54% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 96,652 | 2,309 | 0.0% | 0.0% | 165 | -256,276 | -72.61% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 96,627 | 2,308 | 0.01% | 0.01% | 166 | +13,883 | 16.78% | Q4 2025 | Jan 26, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 93,772 | 2,240 | 0.01% | 0.01% | 167 | -8,175 | -8.02% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 93,275 | 2,228 | 0.01% | 0.01% | 168 | -74 | -0.08% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Added to | 92,426 | 2,208 | 0.01% | 0.0% | 169 | +19,916 | 27.47% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 92,400 | 2,207 | 0.0% | 0.0% | 170 | -709 | -0.76% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 91,730 | 2,191 | 0.0% | 0.0% | 171 | +4,649 | 5.34% | Q4 2025 | Jan 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 90,703 | 2,166 | 0.02% | 0.02% | 172 | -3,826 | -4.05% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 90,561 | 2,163 | 0.01% | — | 173 | +90,561 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 90,400 | 2,159 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 89,987 | 2,149 | 0.02% | 0.02% | 175 | -9,644 | -9.68% | Q4 2025 | Feb 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 88,175 | 2,149 | 0.01% | 0.01% | 176 | +5,338 | 6.44% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 89,922 | 2,148 | 0.03% | 0.02% | 177 | +28,693 | 46.86% | Q4 2025 | Feb 13, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 86,046 | 2,055 | 1.71% | 1.64% | 178 | -45 | -0.05% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 85,549 | 2,043 | 0.01% | 0.0% | 179 | +65,549 | 327.75% | Q4 2025 | Feb 09, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 85,116 | 2,033 | 0.0% | 0.01% | 180 | -64,267 | -43.02% | Q4 2025 | Feb 17, 2026 |
| Czech National Bank | History | Added to | 81,049 | 1,936 | 0.01% | 0.01% | 181 | +3,248 | 4.17% | Q4 2025 | Jan 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 80,237 | 1,916 | 0.01% | 0.01% | 182 | -2,600 | -3.14% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 79,239 | 1,893 | 0.01% | 0.01% | 183 | -6,290 | -7.35% | Q4 2025 | Jan 28, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 78,275 | 1,869 | 0.01% | 0.07% | 184 | -697,215 | -89.91% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 72,275 | 1,842 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 76,732 | 1,833 | 0.52% | 0.56% | 186 | -821 | -1.06% | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 76,430 | 1,825 | 0.69% | 0.65% | 187 | +3,790 | 5.22% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 75,016 | 1,792 | 0.01% | 0.01% | 188 | +31,856 | 73.81% | Q4 2025 | Jan 26, 2026 |
| CIBC Asset Management Inc | History | Added to | 74,821 | 1,787 | 0.0% | 0.0% | 189 | +29,060 | 63.5% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | New | 74,530 | 1,780 | 0.01% | — | 190 | +74,530 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,620 | 1,758 | 0.01% | 0.01% | 191 | -2,397 | -3.15% | Q4 2025 | Feb 12, 2026 |
| Neo Ivy Capital Management | History | New | 73,084 | 1,745 | 0.28% | — | 192 | +73,084 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 71,497 | 1,708 | 0.01% | 0.01% | 193 | -2,063 | -2.8% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Associates, LP | History | New | 71,031 | 1,696 | 0.01% | — | 194 | +71,031 | New | Q4 2025 | Feb 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 70,844 | 1,692 | 0.18% | 0.28% | 195 | -28,113 | -28.41% | Q4 2025 | Feb 09, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 70,291 | 1,679 | 0.01% | 0.01% | 196 | -2,779 | -3.8% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 70,143 | 1,670 | 0.04% | 0.03% | 197 | +4,420 | 6.73% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 69,581 | 1,662 | 0.0% | 0.0% | 198 | +15,628 | 28.97% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 68,234 | 1,630 | 0.0% | 0.0% | 199 | +25,245 | 58.72% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Reduced | 67,340 | 1,608 | 0.04% | 0.04% | 200 | -230 | -0.34% | Q4 2025 | Jan 30, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 67,078 | 1,602 | 0.01% | 0.01% | 201 | -9,361 | -12.25% | Q4 2025 | Feb 12, 2026 |
| Board of the Pension Protection Fund | History | Added to | 66,800 | 1,595 | 1.52% | 0.29% | 202 | +53,800 | 413.85% | Q4 2025 | Jan 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 65,414 | 1,564 | 0.0% | 0.0% | 203 | +34 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Retirement Systems of Alabama | History | Added to | 65,389 | 1,562 | 0.01% | 0.01% | 204 | +43 | 0.07% | Q4 2025 | Jan 15, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 65,298 | 1,559 | 0.01% | 0.01% | 205 | +5,152 | 8.57% | Q4 2025 | Feb 03, 2026 |
| AlphaQuest LLC | History | Reduced | 62,730 | 1,498 | 0.08% | 0.14% | 206 | -27,095 | -30.16% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 61,000 | 1,474 | 0.01% | 0.01% | 207 | -2,200 | -3.48% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 60,564 | 1,446 | 0.0% | 0.0% | 208 | -4,645 | -7.12% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 59,767 | 1,428 | 0.01% | 0.01% | 209 | +1,612 | 2.77% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Added to | 59,681 | 1,425 | 0.04% | 0.03% | 210 | +36,790 | 160.72% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 59,217 | 1,414 | 0.0% | 0.0% | 211 | +2,307 | 4.05% | Q4 2025 | Jan 29, 2026 |
| Numerai GP LLC | History | New | 58,486 | 1,397 | 0.17% | — | 212 | +58,486 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 56,151 | 1,341 | 0.0% | 0.0% | 213 | +377 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Artemis Investment Management LLP | History | New | 55,903 | 1,335 | 0.02% | — | 214 | +55,903 | New | Q4 2025 | Feb 02, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 55,023 | 1,314 | 0.27% | 0.27% | 215 | -8 | -0.01% | Q4 2025 | Feb 06, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 54,480 | 1,302 | 0.38% | 0.38% | 216 | -2,920 | -5.09% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 53,635 | 1,281 | 0.01% | 0.01% | 217 | +2 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 53,273 | 1,272 | 0.0% | 0.0% | 218 | -781 | -1.44% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | Reduced | 52,200 | 1,247 | 0.02% | 0.03% | 219 | -19,684 | -27.38% | Q4 2025 | Feb 03, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 50,877 | 1,215 | 0.17% | 0.17% | 220 | -2,400 | -4.5% | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | No change | 48,400 | 1,156 | 0.71% | 0.77% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 48,272 | 1,153 | 0.0% | 0.0% | 222 | -20,417 | -29.72% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 48,076 | 1,148 | 0.05% | 0.03% | 223 | +16,065 | 50.19% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,784 | 1,141 | 0.01% | 0.01% | 224 | +763 | 1.62% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 47,186 | 1,127 | 0.01% | 0.02% | 225 | -69,166 | -59.45% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,514 | 1,118 | 0.0% | 0.0% | 226 | +5,082 | 12.89% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 46,528 | 1,111 | 0.01% | 0.01% | 227 | +28,870 | 163.5% | Q4 2025 | Feb 10, 2026 |
| S&CO INC | History | No change | 46,495 | 1,110 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Twin Tree Management, LP | History | Reduced | 45,900 | 1,096 | 0.01% | 0.01% | 229 | -104,900 | -69.56% | Q4 2025 | Feb 11, 2026 |
| NEOS Investment Management LLC | History | Added to | 44,530 | 1,063 | 0.01% | 0.01% | 230 | +7,248 | 19.44% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 43,823 | 1,046 | 0.01% | 0.01% | 231 | +6,281 | 16.73% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,868 | 1,024 | 0.0% | 0.0% | 232 | -35,293 | -45.15% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Reduced | 41,861 | 1,000 | 0.14% | 0.23% | 233 | -24,784 | -37.19% | Q4 2025 | Jan 21, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 41,737 | 997 | 0.17% | 0.13% | 234 | +9,972 | 31.39% | Q4 2025 | Jan 26, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 41,318 | 987 | 0.14% | 0.14% | 235 | -193 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Gold Investment Management Ltd. | History | Reduced | 40,891 | 976 | 0.31% | 0.33% | 236 | -1,053 | -2.51% | Q4 2025 | Jan 28, 2026 |
| Weaver C. Barksdale & Associates, Inc. | History | Reduced | 38,742 | 926 | 0.97% | 0.97% | 237 | -4,943 | -11.32% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 35,234 | 915 | 0.08% | 0.05% | 238 | +9,481 | 36.82% | Q4 2025 | Jan 20, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 38,148 | 911 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 37,838 | 904 | 0.0% | 0.0% | 240 | +22,022 | 139.24% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 35,437 | 846 | 0.2% | 0.2% | 241 | +1,406 | 4.13% | Q4 2025 | Jan 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 35,223 | 841 | 0.01% | 0.01% | 242 | +200 | 0.57% | Q4 2025 | Feb 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 34,607 | 826 | 0.01% | 0.01% | 243 | +2,481 | 7.72% | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | Reduced | 34,024 | 812 | 0.31% | 0.24% | 244 | -45 | -0.13% | Q4 2025 | Jan 30, 2026 |
| Vestcor Inc | History | No change | 33,096 | 791 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 33,005 | 788 | 0.01% | 0.01% | 246 | -200 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Redwood Investment Management, LLC | History | New | 32,368 | 773 | 0.09% | — | 247 | +32,368 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 32,092 | 766 | 0.0% | — | 248 | +32,092 | New | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 31,930 | 762 | 0.02% | 0.02% | 249 | +242 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Abundance Wealth Counselors | History | Added to | 31,909 | 762 | 0.13% | 0.13% | 250 | +166 | 0.52% | Q4 2025 | Jan 26, 2026 |
| Americana Partners, LLC | History | Reduced | 30,871 | 737 | 0.02% | 0.02% | 251 | -3,425 | -9.99% | Q4 2025 | Feb 06, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 30,627 | 731 | 0.0% | 0.0% | 252 | -1,825 | -5.62% | Q4 2025 | Feb 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,555 | 729 | 0.0% | 0.0% | 253 | +4,336 | 16.54% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 30,499 | 728 | 0.01% | 0.01% | 254 | -2,490 | -7.55% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 30,107 | 719 | 0.0% | 0.0% | 255 | +12,957 | 75.55% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 29,903 | 714 | 0.0% | 0.0% | 256 | +2,581 | 9.45% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 29,943 | 713 | 0.0% | 0.0% | 257 | +12,339 | 70.09% | Q4 2025 | Mar 09, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 29,101 | 695 | 0.14% | 0.13% | 259 | -928 | -3.09% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 29,121 | 695 | 0.0% | 0.0% | 258 | +818 | 2.89% | Q4 2025 | Jan 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 29,032 | 694 | 0.0% | 0.0% | 260 | +15,075 | 108.01% | Q4 2025 | Feb 13, 2026 |
| LBP AM SA | History | New | 28,976 | 692 | 0.01% | — | 261 | +28,976 | New | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 28,367 | 678 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 28,332 | 676 | 0.01% | 0.0% | 264 | +19,529 | 221.84% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 28,317 | 676 | 0.0% | 0.0% | 263 | -16,206 | -36.4% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Added to | 28,100 | 671 | 0.15% | 0.21% | 265 | +4,394 | 18.54% | Q4 2025 | Feb 10, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 27,414 | 668 | 0.0% | 0.01% | 266 | +20,815 | 315.43% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 27,476 | 656 | 0.05% | 0.06% | 267 | -250 | -0.9% | Q4 2025 | Feb 11, 2026 |
| Alyeska Investment Group, L.P. | History | New | 26,469 | 632 | 0.0% | — | 268 | +26,469 | New | Q4 2025 | Feb 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 26,464 | 632 | 0.14% | 0.13% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 26,420 | 631 | 0.45% | 0.47% | 270 | -1,481 | -5.31% | Q4 2025 | Feb 03, 2026 |
| Guinness Asset Management LTD | History | Added to | 25,602 | 624 | 0.01% | 0.01% | 271 | +5,620 | 28.13% | Q4 2025 | Feb 09, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 25,712 | 614 | 0.02% | 0.02% | 272 | +290 | 1.14% | Q4 2025 | Jan 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,684 | 613 | 0.01% | 0.01% | 273 | +11,021 | 75.16% | Q4 2025 | Feb 03, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 25,557 | 610 | 0.05% | 0.05% | 274 | +736 | 2.97% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 25,385 | 606 | 0.04% | 0.04% | 275 | +3,070 | 13.76% | Q4 2025 | Jan 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 25,186 | 601 | 0.0% | — | 276 | +25,186 | New | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | New | 25,048 | 598 | 0.16% | — | 277 | +25,048 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 24,357 | 581 | 0.0% | 0.0% | 278 | +3,219 | 15.23% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 24,207 | 578 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abel Hall, LLC | History | Added to | 24,145 | 576 | 0.13% | 0.2% | 280 | +2,375 | 10.91% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 23,627 | 564 | 0.0% | 0.0% | 281 | +1,467 | 6.62% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 23,518 | 561 | 0.01% | 0.01% | 282 | +1,507 | 6.85% | Q4 2025 | Feb 04, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 23,331 | 557 | 0.46% | 0.48% | 283 | -1,714 | -6.84% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 21,896 | 523 | 0.02% | 0.02% | 284 | -5,074 | -18.81% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 21,617 | 516 | 0.0% | 0.0% | 285 | +10,541 | 95.17% | Q4 2025 | Feb 10, 2026 |
| Hudson Bay Capital Management LP | History | New | 21,410 | 511 | 0.0% | — | 286 | +21,410 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 21,172 | 505 | 0.0% | 0.0% | 288 | -1,707 | -7.46% | Q4 2025 | Feb 12, 2026 |
| MIZUHO SECURITIES USA LLC | History | Added to | 22,381 | 505 | 0.01% | 0.01% | 287 | +70 | 0.31% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 20,983 | 501 | 0.0% | 0.0% | 289 | -802 | -3.68% | Q4 2025 | Feb 10, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 20,698 | 494 | 0.01% | 0.01% | 290 | -6,766 | -24.64% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,518 | 490 | 0.01% | 0.01% | 291 | -10,033 | -32.84% | Q4 2025 | Feb 02, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,530 | 490 | 0.03% | 0.02% | 292 | +337 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 20,475 | 489 | 0.21% | 0.18% | 293 | +2,106 | 11.46% | Q4 2025 | Jan 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 19,915 | 475 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 19,883 | 475 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,831 | 473 | 0.0% | 0.0% | 296 | -820 | -3.97% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,633 | 469 | 0.0% | 0.0% | 297 | +2,856 | 17.02% | Q4 2025 | Feb 17, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 19,611 | 468 | 0.05% | 0.05% | 298 | -1,734 | -8.12% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,563 | 467 | 0.0% | 0.0% | 299 | -6,555 | -25.1% | Q4 2025 | Feb 05, 2026 |
| Machina Capital S.A.S. | History | Reduced | 19,345 | 462 | 0.09% | 0.15% | 300 | -16,980 | -46.74% | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, Corp | History | New | 19,265 | 460 | 0.45% | — | 301 | +19,265 | New | Q4 2025 | Feb 12, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | Reduced | 19,174 | 458 | 0.14% | 0.13% | 302 | -563 | -2.85% | Q4 2025 | Jan 26, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 20,102 | 456 | 0.04% | — | 303 | +20,102 | New | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 19,059 | 455 | 0.01% | 0.01% | 304 | -121 | -0.63% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 18,880 | 451 | 0.02% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,829 | 449 | 0.0% | 0.0% | 307 | +8,317 | 79.12% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | Added to | 18,818 | 449 | 0.01% | 0.01% | 306 | +1,120 | 6.33% | Q4 2025 | Feb 17, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 18,530 | 442 | 0.1% | 0.1% | 308 | -100 | -0.54% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,256 | 436 | 0.02% | 0.02% | 309 | -299 | -1.61% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,055 | 431 | 0.01% | 0.01% | 310 | -85 | -0.47% | Q4 2025 | Feb 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 18,025 | 430 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,957 | 428 | 0.01% | 0.01% | 313 | +8,327 | 86.47% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, Inc | History | No change | 17,944 | 428 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,903 | 427 | 0.0% | 0.01% | 314 | +2,843 | 18.88% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,810 | 425 | 0.0% | 0.0% | 315 | -668 | -3.62% | Q4 2025 | Feb 02, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 17,712 | 423 | 0.0% | 0.0% | 316 | +2,015 | 12.84% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,501 | 418 | 0.0% | 0.0% | 317 | -3,387 | -16.22% | Q4 2025 | Jan 30, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Reduced | 17,140 | 409 | 0.01% | 0.01% | 318 | -455 | -2.59% | Q4 2025 | Feb 04, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 17,085 | 408 | 0.01% | 0.01% | 319 | -258 | -1.49% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 16,974 | 405 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 16,822 | 401 | 0.0% | — | 321 | +16,822 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | Reduced | 16,763 | 400 | 0.0% | 0.0% | 322 | -4,716 | -21.96% | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 16,343 | 390 | 0.09% | 0.08% | 323 | +577 | 3.66% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,297 | 389 | 0.0% | 0.0% | 324 | +1,122 | 7.39% | Q4 2025 | Feb 13, 2026 |
| Utah Retirement Systems | History | No change | 16,247 | 388 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | No change | 16,130 | 385 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROCKLAND TRUST CO | History | No change | 16,045 | 383 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,861 | 377 | 0.0% | 0.0% | 329 | +3,306 | 26.33% | Q4 2025 | Jan 15, 2026 |
| Verity Asset Management, Inc. | History | Added to | 15,782 | 377 | 0.16% | 0.1% | 328 | +2,223 | 16.4% | Q4 2025 | Jan 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,700 | 375 | 0.01% | 0.01% | 330 | -400 | -2.48% | Q4 2025 | Jan 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 15,639 | 373 | 0.0% | 0.0% | 331 | +2,461 | 18.68% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 15,101 | 360 | 0.0% | 0.0% | 332 | +10 | 0.07% | Q4 2025 | Jan 27, 2026 |
| LGT Group Foundation | History | Added to | 14,960 | 356 | 0.0% | 0.0% | 333 | +60 | 0.4% | Q4 2025 | Feb 05, 2026 |
| Golden State Equity Partners | History | Reduced | 14,611 | 349 | 0.06% | 0.06% | 334 | -585 | -3.85% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 14,578 | 348 | 0.11% | 0.18% | 335 | -8,026 | -35.51% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Added to | 14,173 | 339 | 0.01% | 0.01% | 336 | +200 | 1.43% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Added to | 14,161 | 338 | 0.0% | 0.0% | 338 | +3,293 | 30.3% | Q4 2025 | Feb 17, 2026 |
| ING GROEP NV | History | Reduced | 14,187 | 338 | 0.0% | 0.0% | 337 | -159 | -1.11% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 13,232 | 337 | 0.09% | 0.11% | 339 | +138 | 1.05% | Q4 2025 | Jan 27, 2026 |
| SYON CAPITAL LLC | History | New | 14,066 | 336 | 0.02% | — | 341 | +14,066 | New | Q4 2025 | Feb 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 14,122 | 336 | 0.01% | 0.01% | 340 | -2,557 | -15.33% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 14,018 | 334 | 0.0% | — | 342 | +14,018 | New | Q4 2025 | Feb 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 13,788 | 329 | 0.03% | 0.03% | 343 | +930 | 7.23% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,656 | 326 | 0.01% | 0.01% | 344 | +2,463 | 22.0% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,561 | 323 | 0.0% | 0.0% | 345 | +258 | 1.94% | Q4 2025 | Feb 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 13,256 | 316 | 0.0% | 0.0% | 346 | -26,713 | -66.83% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,265 | 316 | 0.0% | 0.0% | 347 | +2,716 | 25.75% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 13,200 | 315 | 0.01% | 0.01% | 348 | -1,800 | -12.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 13,170 | 314 | 0.02% | 0.02% | 349 | +744 | 5.99% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,109 | 313 | 0.0% | 0.0% | 350 | +1,655 | 14.45% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 12,673 | 308 | 0.0% | 0.0% | 351 | +386 | 3.14% | Q4 2025 | Jan 27, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 12,809 | 306 | 0.0% | 0.0% | 352 | +6,179 | 93.2% | Q4 2025 | Feb 13, 2026 |
| MUFG Securities EMEA plc | History | Added to | 12,572 | 300 | 0.0% | 0.0% | 353 | +6,709 | 114.43% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 12,412 | 296 | 0.01% | 0.01% | 354 | -3,384 | -21.42% | Q4 2025 | Feb 06, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 12,336 | 294 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 12,220 | 291 | 0.01% | 0.01% | 356 | -345 | -2.75% | Q4 2025 | Feb 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 12,183 | 291 | 0.02% | 0.02% | 357 | +162 | 1.35% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 12,151 | 290 | 0.0% | 0.0% | 358 | +25 | 0.21% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,084 | 288 | 0.0% | 0.0% | 359 | -2,811 | -18.87% | Q4 2025 | Feb 18, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 11,887 | 283 | 0.05% | — | 360 | +11,887 | New | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 11,615 | 277 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,467 | 273 | 0.01% | 0.01% | 362 | -425 | -3.57% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,398 | 272 | 0.01% | 0.01% | 363 | +1,099 | 10.67% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,373 | 271 | 0.02% | 0.02% | 364 | +2,200 | 23.98% | Q4 2025 | Feb 11, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 11,259 | 268 | 0.03% | 0.05% | 365 | -401 | -3.44% | Q4 2025 | Jan 22, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 11,191 | 267 | 0.06% | 0.05% | 366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AVIVA PLC | History | No change | 11,091 | 264 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 11,050 | 263 | 0.07% | 0.05% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | No change | 11,000 | 262 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 10,844 | 259 | 0.03% | 0.03% | 370 | -135 | -1.23% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | Reduced | 10,824 | 258 | 0.01% | 0.01% | 372 | -16,616 | -60.55% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management Ltd | History | Added to | 10,810 | 258 | 0.05% | 0.05% | 371 | +143 | 1.34% | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 10,679 | 258 | 0.01% | 0.02% | 373 | +21 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Added to | 10,738 | 256 | 0.08% | 0.07% | 374 | +200 | 1.9% | Q4 2025 | Feb 03, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,702 | 255 | 0.0% | — | 375 | +10,702 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,639 | 254 | 0.01% | 0.0% | 376 | +7,488 | 237.64% | Q4 2025 | Jan 13, 2026 |
| North Dakota State Investment Board | History | New | 10,542 | 251 | 0.01% | — | 377 | +10,542 | New | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 10,471 | 250 | 0.0% | 0.0% | 378 | +433 | 4.31% | Q4 2025 | Feb 02, 2026 |
| Empirical Finance, LLC | History | Reduced | 10,412 | 248 | 0.01% | 0.01% | 379 | -407 | -3.76% | Q4 2025 | Feb 12, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 10,205 | 243 | 0.03% | 0.05% | 380 | -1,562 | -13.27% | Q4 2025 | Jan 23, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 10,036 | 239 | 0.02% | — | 381 | +10,036 | New | Q4 2025 | Feb 17, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | New | 10,000 | 238 | 0.04% | — | 382 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 9,844 | 235 | 0.0% | — | 383 | +9,844 | New | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 9,822 | 234 | 0.0% | 0.0% | 384 | +59 | 0.6% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 9,751 | 232 | 0.0% | 0.0% | 385 | +397 | 4.24% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 9,799 | 229 | 0.0% | 0.0% | 386 | +19 | 0.19% | Q4 2025 | Feb 10, 2026 |
| Lynx Investment Advisory | History | Reduced | 9,548 | 228 | 0.12% | 0.13% | 387 | -40 | -0.42% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,275 | 221 | 0.0% | 0.0% | 388 | +1,202 | 14.89% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,279 | 221 | 0.01% | 0.01% | 390 | -169 | -1.79% | Q4 2025 | Jan 30, 2026 |
| Keystone Financial Group | History | Reduced | 9,252 | 221 | 0.02% | 0.02% | 389 | -11 | -0.12% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 9,200 | 219 | 0.0% | 50.15% | 391 | -457,788 | -98.03% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | New | 9,188 | 219 | 0.01% | — | 392 | +9,188 | New | Q4 2025 | Jan 15, 2026 |
| XML Financial, LLC | History | New | 9,168 | 219 | 0.02% | — | 393 | +9,168 | New | Q4 2025 | Feb 11, 2026 |
| Plato Investment Management Ltd | History | No change | 9,029 | 216 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | New | 9,029 | 215 | 0.0% | — | 395 | +9,029 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Reduced | 8,987 | 214 | 0.0% | 0.03% | 396 | -178,145 | -95.2% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 8,815 | 210 | 0.0% | — | 397 | +8,815 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 8,750 | 209 | 0.01% | — | 398 | +8,750 | New | Q4 2025 | Feb 12, 2026 |
| Herold Advisors, Inc. | History | No change | 8,750 | 209 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 8,161 | 205 | 0.02% | — | 400 | +8,161 | New | Q4 2025 | Jan 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 8,520 | 204 | 0.0% | 0.0% | 401 | +257 | 3.11% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,491 | 202 | 0.0% | — | 404 | +8,491 | New | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 8,441 | 202 | 0.0% | — | 402 | +8,441 | New | Q4 2025 | Jan 27, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 8,476 | 202 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,444 | 201 | 0.0% | 0.0% | 405 | +1,598 | 23.34% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Reduced | 8,439 | 201 | 0.01% | 0.01% | 406 | -616 | -6.8% | Q4 2025 | Jan 26, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 8,358 | 199 | 0.01% | 0.01% | 407 | -6,418 | -43.44% | Q4 2025 | Feb 04, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Added to | 8,281 | 197 | 0.01% | 0.01% | 408 | +21 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 8,119 | 193 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Korea Investment CORP | History | No change | 8,069 | 192 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 7,548 | 189 | 0.0% | 0.0% | 411 | -252 | -3.23% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,781 | 185 | 0.0% | 0.01% | 412 | -886 | -10.22% | Q4 2025 | Feb 03, 2026 |
| Canada Post Corp Registered Pension Plan | History | Added to | 7,213 | 172 | 0.01% | 0.01% | 413 | +1,630 | 29.2% | Q4 2025 | Feb 05, 2026 |
| Havemeyer Place LP | History | New | 6,925 | 165 | 0.03% | — | 414 | +6,925 | New | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,828 | 164 | 0.0% | 0.0% | 415 | +3,843 | 128.74% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,492 | 131 | 0.0% | 0.0% | 416 | -827 | -13.09% | Q4 2025 | Feb 11, 2026 |
| TEMA ETFS LLC | History | New | 5,179 | 123 | 0.01% | — | 417 | +5,179 | New | Q4 2025 | Jan 16, 2026 |
| EFG International AG | History | New | 4,756 | 113 | 0.0% | — | 418 | +4,756 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,548 | 108 | 0.0% | 0.0% | 419 | -294 | -6.07% | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 4,457 | 106 | 0.0% | — | 420 | +4,457 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,478 | 106 | 0.0% | 0.0% | 421 | -135 | -2.93% | Q4 2025 | Feb 06, 2026 |
| Catherine Avery Investment Management LLC | History | Reduced | 4,428 | 105 | 0.06% | 0.13% | 423 | -4,267 | -49.07% | Q4 2025 | Jan 05, 2026 |
| CX Institutional | History | Added to | 4,403 | 105 | 0.0% | 0.0% | 422 | +921 | 26.45% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,287 | 102 | 0.0% | 0.0% | 424 | +217 | 5.33% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,256 | 101 | 0.0% | 0.0% | 425 | +1,400 | 49.02% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Added to | 4,073 | 97 | 0.02% | 0.02% | 426 | +314 | 8.35% | Q4 2025 | Jan 14, 2026 |
| South Dakota Investment Council | History | Reduced | 3,942 | 94 | 0.0% | 0.0% | 427 | -300 | -7.07% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 3,648 | 87 | 0.05% | 0.02% | 428 | +2,152 | 143.85% | Q4 2025 | Feb 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 3,636 | 86 | 0.01% | 0.0% | 429 | +3,107 | 587.33% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,271 | 78 | 0.0% | 0.0% | 430 | -297 | -8.32% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | No change | 3,009 | 71 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,817 | 67 | 0.01% | 0.02% | 432 | -2,856 | -50.34% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,779 | 66 | 0.0% | 0.0% | 433 | -519 | -15.74% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,792 | 66 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,599 | 62 | 0.02% | — | 435 | +2,599 | New | Q4 2025 | Feb 06, 2026 |
| CNB Bank | History | No change | 2,528 | 60 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Morse Asset Management, Inc | History | Reduced | 2,450 | 58 | 0.01% | 0.04% | 437 | -7,200 | -74.61% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 2,347 | 56 | 0.0% | 0.0% | 438 | +120 | 5.39% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Reduced | 2,058 | 49 | 0.01% | 0.02% | 439 | -2,637 | -56.17% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,978 | 47 | 0.01% | — | 440 | +1,978 | New | Q4 2025 | Feb 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,900 | 45 | 0.02% | 0.02% | 441 | -100 | -5.0% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,837 | 43 | 0.0% | 0.0% | 442 | +524 | 39.91% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,577 | 37 | 0.0% | — | 443 | +1,577 | New | Q4 2025 | Feb 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,550 | 37 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 1,512 | 36 | 0.0% | 0.0% | 445 | +396 | 35.48% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,500 | 35 | 0.02% | — | 447 | +1,500 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,472 | 35 | 0.0% | 0.0% | 446 | -20 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,392 | 33 | 0.0% | 0.0% | 450 | +452 | 48.09% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,420 | 33 | 0.0% | 0.0% | 448 | +98 | 7.41% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 1,400 | 33 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,311 | 31 | 0.0% | 0.0% | 451 | -4,951 | -79.06% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,335 | 31 | 0.0% | — | 452 | +1,335 | New | Q4 2025 | Feb 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 1,316 | 31 | 0.09% | 0.08% | 453 | +17 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 1,256 | 30 | 0.0% | — | 454 | +1,248 | 15600.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,288 | 30 | 0.0% | 0.0% | 455 | +201 | 18.49% | Q4 2025 | Feb 10, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 1,237 | 29 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,175 | 28 | 0.01% | 0.04% | 459 | -3,183 | -73.04% | Q4 2025 | Feb 18, 2026 |
| Motiv8 Investments LLC | History | New | 1,180 | 28 | 0.02% | — | 458 | +1,180 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,190 | 28 | 0.0% | 0.0% | 457 | -285 | -19.32% | Q4 2025 | Feb 26, 2026 |
| Rakuten Securities, Inc. | History | Added to | 1,150 | 27 | 0.01% | 0.0% | 460 | +845 | 277.05% | Q4 2025 | Jan 29, 2026 |
| DANSKE BANK A/S | History | New | 1,100 | 26 | 0.0% | — | 461 | +1,100 | New | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,116 | 26 | 0.0% | 0.0% | 462 | +27 | 2.48% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,046 | 25 | 0.0% | 0.0% | 463 | +333 | 46.7% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | New | 1,000 | 23 | 0.0% | — | 464 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 930 | 22 | 0.0% | — | 465 | +930 | New | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 900 | 21 | 0.0% | — | 466 | +900 | New | Q4 2025 | Feb 17, 2026 |
| CYBER HORNET ETFs LLC | History | Added to | 873 | 20 | 0.01% | 0.01% | 468 | +51 | 6.2% | Q4 2025 | Feb 09, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | No change | 847 | 20 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 810 | 19 | 0.0% | 0.0% | 469 | +294 | 56.98% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 810 | 19 | 0.0% | 0.0% | 470 | -217 | -21.13% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 673 | 16 | 0.0% | 0.0% | 471 | -65 | -8.81% | Q4 2025 | Feb 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 675 | 16 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 687 | 16 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 643 | 15 | 0.0% | 0.0% | 475 | -1,299 | -66.89% | Q4 2025 | Jan 26, 2026 |
| GoalVest Advisory LLC | History | New | 664 | 15 | 0.0% | — | 476 | +664 | New | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 659 | 15 | 0.0% | 0.0% | 474 | -91 | -12.13% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 603 | 14 | 0.0% | — | 481 | +603 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | New | 588 | 14 | 0.0% | — | 480 | +588 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 600 | 14 | 0.0% | 0.0% | 477 | -51 | -7.83% | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 600 | 14 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 604 | 14 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Generali Asset Management SPA SGR | History | No change | 616 | 14 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Trust, LLC | History | No change | 567 | 13 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 538 | 12 | 0.0% | — | 490 | +538 | New | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 521 | 12 | 0.0% | 0.0% | 489 | +229 | 78.42% | Q4 2025 | Jan 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 519 | 12 | 0.0% | 0.0% | 487 | -12 | -2.26% | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 12 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 484 | 12 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | No change | 500 | 12 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cromwell Holdings LLC | History | No change | 510 | 12 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | No change | 500 | 11 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 486 | 11 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 447 | 10 | 0.01% | — | 496 | +447 | New | Q4 2025 | Jan 26, 2026 |
| DV EQUITIES, LLC | History | New | 437 | 10 | 0.0% | — | 495 | +437 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 449 | 10 | 0.0% | 0.0% | 494 | +111 | 32.84% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 414 | 9 | 0.0% | — | 498 | +414 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 400 | 9 | 0.0% | 0.02% | 497 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 342 | 8 | 0.0% | 0.0% | 499 | +125 | 57.6% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 375 | 8 | 0.0% | 0.0% | 500 | +26 | 7.45% | Q4 2025 | Jan 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 328 | 7 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Center for Financial Planning, Inc. | History | New | 252 | 6 | 0.0% | — | 504 | +252 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 288 | 6 | 0.0% | 0.0% | 506 | -40 | -12.2% | Q4 2025 | Jan 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 289 | 6 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | No change | 291 | 6 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | No change | 259 | 6 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 281 | 6 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Added to | 245 | 5 | 0.0% | 0.0% | 510 | +3 | 1.24% | Q4 2025 | Jan 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 250 | 5 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 215 | 5 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 200 | 4 | 0.0% | — | 512 | +200 | New | Q4 2025 | Feb 12, 2026 |
| POM Investment Strategies, LLC | History | New | 190 | 4 | 0.0% | — | 514 | +190 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 185 | 4 | 0.0% | 0.0% | 513 | +41 | 28.47% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 181 | 4 | 0.0% | 0.0% | 516 | -36 | -16.59% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| City State Bank | History | No change | 200 | 4 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clark Wealth Partners | History | No change | 157 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IMA Advisory Services, Inc. | History | New | 113 | 2 | 0.0% | — | 519 | +113 | New | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 87 | 2 | 0.0% | — | 525 | +87 | New | Q4 2025 | Jan 22, 2026 |
| Inspire Investing, LLC | History | New | 86 | 2 | 0.0% | — | 521 | +86 | New | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 83 | 2 | 0.0% | 0.0% | 520 | +27 | 48.21% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 106 | 2 | 0.0% | 0.0% | 524 | -21 | -16.54% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | No change | 91 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 92 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 64 | 1 | 0.0% | 0.01% | 533 | -2,048 | -96.97% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 77 | 1 | 0.0% | — | 540 | +77 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 54 | 1 | 0.0% | 0.0% | 530 | -55 | -50.46% | Q4 2025 | Feb 02, 2026 |
| Torren Management, LLC | History | New | 50 | 1 | 0.0% | — | 542 | +50 | New | Q4 2025 | Jan 30, 2026 |
| Reflection Asset Management | History | New | 50 | 1 | 0.0% | — | 543 | +50 | New | Q4 2025 | Mar 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 59 | 1 | 0.0% | — | 532 | +32 | 118.52% | Q4 2025 | Feb 24, 2026 |
| GW&K Investment Management, LLC | History | New | 24 | 1 | 0.0% | — | 527 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 72 | 1 | 0.0% | 0.0% | 539 | +15 | 26.32% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 79 | 1 | 0.0% | 0.0% | 534 | +10 | 14.49% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 58 | 1 | 0.0% | 0.0% | 529 | -9 | -13.43% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 56 | 1 | 0.0% | 0.0% | 538 | -6 | -9.68% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 52 | 1 | 0.0% | 0.0% | 541 | +3 | 6.12% | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | Added to | 55 | 1 | 0.0% | 0.0% | 531 | +1 | 1.85% | Q4 2025 | Jan 13, 2026 |
| Caitlin John, LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 537 | +1 | 2.27% | Q4 2025 | Feb 18, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | No change | 66 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 47 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sachetta, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -515,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -466,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -288,518 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -247,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -228,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.48% | — | -213,052 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -211,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -165,164 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -150,211 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.12% | — | -134,247 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -125,536 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.5% | — | -104,907 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.85% | — | -104,782 | -100.0% | Q3 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -84,248 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -83,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -75,031 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.55% | — | -68,862 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -64,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -62,198 | -100.0% | Q3 2025 | Nov 17, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.01% | — | -53,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 5.21% | — | -46,999 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,443 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -35,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,609 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -31,236 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -30,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -25,135 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.28% | — | -23,768 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,051 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -22,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,565 | -100.0% | Q3 2025 | Oct 30, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.06% | — | -21,639 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -21,030 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -20,616 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -19,453 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,297 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,332 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,658 | -100.0% | Q3 2025 | Dec 18, 2025 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,485 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.05% | — | -14,237 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ASR Vermogensbeheer N.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,066 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -13,520 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -13,255 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,156 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,755 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,619 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,473 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIZUHO MARKETS AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,414 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -11,400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -11,141 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,053 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,370 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,034 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,608 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,583 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,172 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,883 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Investment Research Partners LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,743 | -100.0% | Q3 2025 | Dec 01, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,334 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,322 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -2,768 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,040 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,668 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,487 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -625 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -356 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Activest Wealth Management | History | Reduced | 15 | 0 | — | 0.0% | — | -172 | -91.98% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clayton Financial Group LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 21, 2026 |
| Cornerstone Financial Management LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 14, 2026 |
| Lodestone Wealth Management LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 06, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Y.D. More Investments Ltd | History | Reduced | 222 | 0 | — | — | — | -17 | -7.11% | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 19, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NVWM, LLC | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q4 2025 | Jan 20, 2026 |
| Luken Investment Analytics, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 39 | 0 | — | — | — | +10 | 34.48% | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 07, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dunhill Financial, LLC | History | Added to | 17 | 0 | — | — | — | +9 | 112.5% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 26 | 0 | — | — | — | -8 | -23.53% | Q4 2025 | Jan 09, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 32 | 0 | — | — | — | +5 | 18.52% | Q4 2025 | Feb 05, 2026 |
| WestEnd Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q4 2025 | Jan 27, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Avion Wealth | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SWAN Capital LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealth Watch Advisors, INC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |