BGC Group, Inc. - BGC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 53,724,111 | 479,756 | 0.01% | 0.01% | 1 | +670,911 | 1.26% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 43,112,789 | 384,997 | 0.01% | 0.01% | 2 | +841,192 | 1.99% | Q4 2025 | Jan 29, 2026 |
| Rubric Capital Management LP | History | Added to | 21,000,000 | 187,530 | 2.24% | 1.92% | 3 | +3,000,000 | 16.67% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 14,361,943 | 128,252 | 0.0% | 0.0% | 4 | -208,594 | -1.43% | Q4 2025 | Feb 13, 2026 |
| AltraVue Capital, LLC | History | Reduced | 9,787,140 | 87,399 | 7.2% | 7.69% | 5 | -12,520 | -0.13% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,726,319 | 77,938 | 0.0% | 0.01% | 6 | -66,749 | -0.76% | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | Added to | 8,751,971 | 77,936 | 0.08% | 0.08% | 7 | +98,996 | 1.14% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 8,102,607 | 72,356 | 0.0% | 0.0% | 8 | -672,827 | -7.67% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 7,893,044 | 70,484 | 0.02% | 0.02% | 9 | -116,229 | -1.45% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,739,702 | 69,118 | 0.01% | 0.02% | 10 | +49,505 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 6,622,217 | 59,136 | 0.01% | 0.01% | 11 | -2,395,269 | -26.56% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 5,627,664 | 50,255 | 0.0% | 0.0% | 12 | +590,814 | 11.73% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,587,151 | 40,963 | 0.01% | 0.01% | 13 | -74,049 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Private Capital Management, LLC | History | Reduced | 4,150,877 | 37,067 | 3.4% | 3.51% | 14 | -7,285 | -0.18% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,389,636 | 30,269 | 0.0% | 0.0% | 15 | -230,055 | -6.36% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 3,300,773 | 29,475 | 0.86% | 0.92% | 16 | +25,968 | 0.79% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,144,590 | 28,081 | 0.0% | 0.0% | 17 | -323,837 | -9.34% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,136,530 | 28,009 | 0.01% | 0.01% | 18 | +1,317,040 | 72.39% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,811,335 | 25,105 | 0.0% | 0.0% | 19 | +53,562 | 1.94% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,658,368 | 23,739 | 0.01% | 0.01% | 20 | +917,089 | 52.67% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 2,453,293 | 21,908 | 0.34% | 0.35% | 21 | +246,852 | 11.19% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,441,489 | 21,802 | 0.0% | 0.0% | 22 | +1,845,697 | 309.79% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,373,370 | 21,194 | 0.02% | 0.02% | 23 | +3,370 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,316,708 | 20,688 | 0.04% | 0.04% | 24 | +196,949 | 9.29% | Q4 2025 | Mar 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,256,169 | 20,147 | 0.0% | 0.0% | 25 | -439,817 | -16.31% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 2,112,499 | 18,864 | 0.04% | 0.04% | 26 | +233,848 | 12.45% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 2,110,763 | 18,849 | 0.22% | 0.59% | 27 | -2,284,932 | -51.98% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,086,255 | 18,630 | 0.0% | 0.0% | 28 | +253,373 | 13.82% | Q4 2025 | Mar 25, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,005,576 | 17,909 | 0.47% | 0.46% | 29 | +386,709 | 23.89% | Q4 2025 | Feb 02, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 1,876,502 | 16,757 | 0.03% | — | 30 | +1,876,502 | New | Q4 2025 | Feb 13, 2026 |
| MUHLENKAMP & CO INC | History | Added to | 1,759,280 | 15,710 | 4.23% | 4.5% | 31 | +7,541 | 0.43% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,718,358 | 15,344 | 0.01% | 0.01% | 32 | -1,061,015 | -38.17% | Q4 2025 | Feb 02, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Reduced | 1,676,791 | 14,973 | 3.89% | 4.48% | 33 | -70,312 | -4.02% | Q4 2025 | Jan 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,645,739 | 14,696 | 0.02% | 0.02% | 34 | +48,933 | 3.06% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 1,488,780 | 13,294 | 0.04% | 0.05% | 35 | +126,668 | 9.3% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,392,463 | 12,434 | 0.0% | 0.0% | 36 | -597,972 | -30.04% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,330,961 | 11,885 | 0.01% | 0.01% | 37 | +159,054 | 13.57% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 1,243,484 | 11,104 | 0.04% | 0.05% | 38 | -179,723 | -12.63% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 1,227,131 | 10,958 | 0.04% | 0.05% | 39 | +12,961 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,110,431 | 9,916 | 0.01% | 0.01% | 40 | -216,095 | -16.29% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 1,101,700 | 9,838 | 0.06% | — | 41 | +1,101,700 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 970,331 | 8,665 | 0.0% | 0.0% | 42 | +110,332 | 12.83% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 958,548 | 8,559 | 0.0% | 0.0% | 43 | +386,152 | 67.46% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 949,951 | 8,483 | 0.01% | 0.01% | 44 | -68,449 | -6.72% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 916,389 | 8,183 | 0.03% | 0.01% | 45 | +547,043 | 148.11% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 913,894 | 8,161 | 0.01% | 0.01% | 46 | -98,603 | -9.74% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 911,893 | 8,143 | 0.0% | 0.0% | 47 | -74,529 | -7.56% | Q4 2025 | Feb 09, 2026 |
| RBF Capital, LLC | History | Reduced | 898,365 | 8,022 | 0.36% | 0.39% | 48 | -30,000 | -3.23% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 876,532 | 7,827 | 0.01% | 0.02% | 49 | -377,312 | -30.09% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 874,164 | 7,806 | 0.07% | 0.01% | 50 | +724,341 | 483.46% | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Added to | 846,273 | 7,557 | 0.65% | 0.86% | 51 | +9,854 | 1.18% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 769,648 | 6,872 | 0.01% | 0.02% | 52 | -528,700 | -40.72% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 754,248 | 6,735 | 0.01% | 0.0% | 53 | +646,137 | 597.66% | Q4 2025 | Jan 09, 2026 |
| BARCLAYS PLC | History | Added to | 723,611 | 6,461 | 0.0% | 0.0% | 54 | +116,313 | 19.15% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Reduced | 721,508 | 6,443 | 0.0% | 0.0% | 55 | -12,800 | -1.74% | Q4 2025 | Feb 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 702,819 | 6,276 | 0.82% | 0.86% | 56 | -1,759 | -0.25% | Q4 2025 | Jan 26, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 699,501 | 6,246 | 0.0% | 0.01% | 57 | -352,855 | -33.53% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 647,759 | 5,784 | 0.0% | 0.0% | 58 | -61,568 | -8.68% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 614,140 | 5,484 | 0.01% | 0.01% | 59 | +48,385 | 8.55% | Q4 2025 | Feb 10, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 608,879 | 5,437 | 0.09% | 0.09% | 60 | +39,250 | 6.89% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 545,759 | 4,873 | 0.0% | 0.01% | 61 | -262,832 | -32.5% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 540,632 | 4,827 | 0.0% | 0.01% | 62 | -1,015,371 | -65.26% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 491,904 | 4,392 | 0.01% | 0.0% | 63 | +401,205 | 442.35% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 459,080 | 4,099 | 0.0% | 0.0% | 64 | -573,174 | -55.53% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 450,016 | 4,018 | 0.0% | 0.0% | 65 | +20,476 | 4.77% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 436,555 | 3,898 | 0.05% | 0.01% | 66 | +354,220 | 430.22% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 409,994 | 3,661 | 0.0% | — | 67 | +409,994 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 404,965 | 3,616 | 0.0% | 0.0% | 68 | +172,953 | 74.54% | Q4 2025 | Feb 13, 2026 |
| CM Management, LLC | History | Added to | 400,000 | 3,572 | 3.01% | 2.76% | 69 | +50,000 | 14.29% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 397,186 | 3,546 | 0.0% | 0.0% | 70 | -73,735 | -15.66% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 389,195 | 3,475 | 0.0% | 0.0% | 71 | +178,847 | 85.02% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 379,651 | 3,390 | 0.22% | 0.34% | 72 | -192,727 | -33.67% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 369,809 | 3,303 | 0.0% | 0.0% | 73 | +10,308 | 2.87% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 367,855 | 3,284 | 0.01% | 0.0% | 74 | -9,933 | -2.63% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 366,667 | 3,274 | 0.0% | 0.0% | 75 | +133,047 | 56.95% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 355,128 | 3,171 | 0.0% | 0.0% | 76 | +39 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 342,995 | 3,062 | 0.03% | 0.07% | 77 | -396,237 | -53.6% | Q4 2025 | Feb 17, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 330,509 | 2,951 | 0.45% | 0.49% | 78 | -7,980 | -2.36% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 269,824 | 2,409 | 0.05% | 0.06% | 79 | +1,421 | 0.53% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 263,223 | 2,350 | 0.17% | — | 80 | +263,223 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 251,090 | 2,242 | 0.08% | — | 81 | +251,090 | New | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | No change | 250,000 | 2,232 | 1.36% | 1.63% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 247,999 | 2,214 | 0.0% | 0.0% | 83 | -78,434 | -24.03% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 247,346 | 2,208 | 0.01% | 0.01% | 84 | +31,620 | 14.66% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 246,876 | 2,205 | 0.0% | 0.0% | 85 | -16,347 | -6.21% | Q4 2025 | Feb 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 231,882 | 2,070 | 0.39% | 0.31% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 231,799 | 2,069 | 0.01% | 0.01% | 87 | +36,065 | 18.43% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 219,785 | 1,962 | 0.04% | 0.03% | 88 | +105,465 | 92.25% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 202,303 | 1,821 | 0.0% | 0.0% | 89 | +73,827 | 57.46% | Q4 2025 | Mar 20, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 203,009 | 1,812 | 0.02% | 0.01% | 90 | -40,060 | -16.48% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 202,926 | 1,811 | 0.01% | 0.01% | 91 | +16,480 | 8.84% | Q4 2025 | Jan 30, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 202,833 | 1,811 | 1.3% | 1.68% | 92 | +13 | 0.01% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 200,047 | 1,785 | 0.02% | 0.02% | 93 | +151 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | New | 195,987 | 1,750 | 0.02% | — | 95 | +195,987 | New | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 196,051 | 1,750 | 0.01% | 0.01% | 94 | -12,390 | -5.94% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 191,424 | 1,709 | 0.02% | 0.02% | 96 | -2,293 | -1.18% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Added to | 190,800 | 1,703 | 0.27% | 0.28% | 97 | +30,700 | 19.18% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 184,701 | 1,649 | 0.0% | 0.0% | 98 | -9,613 | -4.95% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 181,107 | 1,613 | 0.0% | 0.0% | 99 | +11,476 | 6.77% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 176,003 | 1,603 | 0.01% | 0.01% | 100 | -24,472 | -12.21% | Q4 2025 | Feb 18, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 177,400 | 1,584 | 0.0% | — | 101 | +177,400 | New | Q4 2025 | Feb 17, 2026 |
| Permanens Capital L.P. | History | No change | 170,000 | 1,518 | 0.2% | 0.24% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 168,532 | 1,504 | 0.0% | — | 103 | +168,532 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 168,423 | 1,504 | 0.0% | 0.0% | 104 | +15 | 0.01% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 166,149 | 1,483 | 0.0% | 0.0% | 105 | -15,374 | -8.47% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 164,600 | 1,469 | 0.03% | 0.03% | 106 | -3,100 | -1.85% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 163,194 | 1,457 | 0.0% | 0.0% | 107 | +94,324 | 136.96% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 162,877 | 1,452 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 152,441 | 1,361 | 0.0% | 0.0% | 109 | -1,986 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 151,156 | 1,349 | 0.14% | 0.11% | 110 | -156,036 | -50.79% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 148,951 | 1,330 | 0.0% | 0.0% | 111 | -125,974 | -45.82% | Q4 2025 | Feb 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 137,738 | 1,230 | 0.19% | 0.22% | 112 | +14 | 0.01% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 136,767 | 1,221 | 0.0% | 0.0% | 113 | +37,413 | 37.66% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 136,000 | 1,214 | 0.0% | 0.01% | 114 | -49,560 | -26.71% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | New | 134,441 | 1,200 | 0.26% | — | 115 | +134,441 | New | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | Added to | 133,266 | 1,190 | 0.12% | 0.12% | 116 | +12,000 | 9.9% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 132,183 | 1,180 | 0.0% | 0.01% | 117 | +142 | 0.11% | Q4 2025 | Feb 18, 2026 |
| CREDIT AGRICOLE S A | History | No change | 125,035 | 1,116 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 114,100 | 1,018 | 0.0% | 0.0% | 119 | +1,300 | 1.15% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 111,054 | 991 | 0.0% | 0.0% | 120 | +4,217 | 3.95% | Q4 2025 | Jan 27, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 109,114 | 974 | 0.01% | 0.01% | 121 | +42,845 | 64.65% | Q4 2025 | Feb 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 105,003 | 937 | 0.08% | 0.08% | 122 | +7,550 | 7.75% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Reduced | 104,532 | 933 | 0.01% | 0.01% | 123 | -436 | -0.42% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 101,512 | 906 | 0.0% | 0.01% | 124 | -10,445 | -9.33% | Q4 2025 | Jan 28, 2026 |
| EQUITABLE TRUST CO | History | No change | 100,730 | 899 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 100,000 | 893 | 0.0% | 0.0% | 126 | -296,930 | -74.81% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 100,099 | 893 | 0.01% | 0.01% | 127 | +937 | 0.94% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 96,606 | 889 | 0.0% | 0.0% | 128 | -56,647 | -36.96% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 99,378 | 887 | 0.02% | 0.02% | 129 | +4,250 | 4.47% | Q4 2025 | Jan 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 97,009 | 864 | 0.01% | 0.01% | 130 | -15,616 | -13.87% | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | No change | 93,878 | 838 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 93,066 | 831 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 92,881 | 830 | 0.01% | 0.01% | 133 | -15,152 | -14.03% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 91,929 | 820 | 0.0% | 0.0% | 134 | -18,568 | -16.8% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 88,949 | 794 | 0.0% | 0.0% | 135 | -3,971 | -4.27% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Added to | 87,687 | 783 | 0.01% | 0.0% | 136 | +48,389 | 123.13% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 86,256 | 770 | 0.04% | 0.03% | 137 | +42,824 | 98.6% | Q4 2025 | Feb 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 85,108 | 760 | 0.03% | 0.05% | 138 | -53,313 | -38.52% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 83,712 | 747 | 0.0% | 0.0% | 140 | +19,276 | 29.91% | Q4 2025 | Feb 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 83,640 | 747 | 0.06% | 0.06% | 139 | +8,667 | 11.56% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 83,303 | 743 | 0.0% | — | 141 | +83,303 | New | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 82,194 | 733 | 0.01% | 0.01% | 142 | +36 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 74,308 | 663 | 0.01% | 0.02% | 143 | -9,481 | -11.32% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 74,022 | 661 | 0.0% | 0.0% | 144 | +1,421 | 1.96% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 70,479 | 629 | 0.0% | 0.0% | 145 | +2,110 | 3.09% | Q4 2025 | Feb 06, 2026 |
| Diametric Capital, LP | History | New | 69,546 | 621 | 0.17% | — | 146 | +69,546 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 68,122 | 613 | 0.0% | 0.0% | 147 | -8,369 | -10.94% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | Reduced | 66,192 | 591 | 0.01% | 0.03% | 148 | -10,846 | -14.08% | Q4 2025 | Feb 11, 2026 |
| Prana Capital Management, LP | History | Reduced | 65,612 | 585 | 0.02% | 0.04% | 149 | -66,312 | -50.27% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 64,551 | 576 | 0.09% | 0.05% | 150 | +31,814 | 97.18% | Q4 2025 | Feb 11, 2026 |
| CWC Advisors, LLC. | History | Reduced | 63,840 | 570 | 0.28% | 0.3% | 151 | -99 | -0.15% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 62,429 | 557 | 0.0% | 0.0% | 152 | +20,459 | 48.75% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 62,143 | 554 | 0.01% | 0.01% | 153 | -75 | -0.12% | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | Reduced | 61,891 | 552 | 0.01% | 0.04% | 154 | -20,461 | -24.85% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Added to | 60,168 | 537 | 0.12% | 0.05% | 155 | +46,412 | 337.39% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 58,931 | 526 | 0.0% | 0.01% | 156 | -248,442 | -80.83% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 57,904 | 517 | 0.0% | — | 157 | +57,904 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 57,950 | 517 | 0.0% | 0.0% | 158 | +3,801 | 7.02% | Q4 2025 | Jan 29, 2026 |
| Tranquility Partners, LLC | History | Reduced | 57,789 | 516 | 0.19% | 0.19% | 159 | -300 | -0.52% | Q4 2025 | Feb 03, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 56,546 | 504 | 0.01% | 0.01% | 161 | -5,377 | -8.68% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 56,375 | 504 | 0.0% | 0.0% | 160 | -2,422 | -4.12% | Q4 2025 | Feb 18, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 54,900 | 490 | 0.0% | 0.0% | 162 | -40,422 | -42.41% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 54,218 | 484 | 0.0% | 0.0% | 163 | +38,800 | 251.65% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 54,190 | 483 | 0.0% | 0.0% | 164 | -11,055 | -16.94% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 52,812 | 471 | 0.0% | — | 165 | +52,812 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 52,453 | 468 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 51,721 | 461 | 0.0% | — | 167 | +51,721 | New | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 51,428 | 459 | 0.0% | 0.0% | 168 | +10,657 | 26.14% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 46,651 | 416 | 0.0% | 0.0% | 169 | -15,759 | -25.25% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 43,104 | 384 | 0.01% | 0.01% | 170 | +7,357 | 20.58% | Q4 2025 | Feb 09, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 42,953 | 383 | 0.0% | 0.0% | 171 | -14,086 | -24.7% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 41,787 | 373 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 41,065 | 366 | 0.0% | 0.0% | 173 | +194 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,962 | 356 | 0.01% | 0.01% | 174 | +83 | 0.21% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 39,728 | 354 | 0.01% | — | 175 | +39,728 | New | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 37,857 | 338 | 0.04% | 0.02% | 177 | +16,543 | 77.62% | Q4 2025 | Feb 17, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 37,937 | 338 | 0.15% | 0.14% | 176 | +5,463 | 16.82% | Q4 2025 | Jan 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 35,994 | 321 | 0.0% | 0.0% | 178 | -24,099 | -40.1% | Q4 2025 | Jan 15, 2026 |
| Headlands Technologies LLC | History | New | 35,848 | 320 | 0.03% | — | 179 | +35,848 | New | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 34,807 | 311 | 0.07% | 0.02% | 180 | +23,774 | 215.48% | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 34,180 | 305 | 0.17% | 0.19% | 181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brucke Financial, Inc. | History | Reduced | 32,531 | 290 | 0.16% | 0.19% | 182 | -2,389 | -6.84% | Q4 2025 | Jan 12, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 31,680 | 282 | 0.1% | 0.09% | 183 | -13,768 | -30.29% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,695 | 274 | 0.0% | 0.0% | 184 | -14,652 | -32.31% | Q4 2025 | Feb 12, 2026 |
| Canton Hathaway, LLC | History | No change | 30,425 | 271 | 0.05% | 0.06% | 185 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30,304 | 270 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 29,690 | 265 | 0.0% | 0.0% | 187 | +246 | 0.84% | Q4 2025 | Feb 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 29,556 | 263 | 0.15% | 0.1% | 188 | +12,698 | 75.32% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 29,021 | 259 | 0.0% | 0.0% | 189 | +165 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 28,824 | 257 | 0.01% | 0.01% | 190 | +6,321 | 28.09% | Q4 2025 | Feb 11, 2026 |
| Permanent Capital Management, LP | History | No change | 28,378 | 253 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Pathstone Holdings, LLC | History | New | 28,169 | 251 | 0.0% | — | 192 | +28,169 | New | Q4 2025 | Feb 13, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 28,058 | 250 | 0.11% | 0.14% | 193 | -4,758 | -14.5% | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 27,991 | 249 | 0.0% | 0.0% | 194 | -10,223 | -26.75% | Q4 2025 | Jan 28, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 27,579 | 246 | 0.01% | 0.01% | 195 | +11,120 | 67.56% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,166 | 242 | 0.0% | 0.0% | 196 | +3,251 | 13.59% | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 26,562 | 237 | 0.0% | 0.01% | 197 | -60,230 | -69.4% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 25,851 | 230 | 0.0% | 0.0% | 198 | -1,304 | -4.8% | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | Added to | 25,459 | 227 | 0.07% | 0.08% | 199 | +37 | 0.15% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 25,177 | 224 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | Added to | 24,200 | 216 | 0.02% | 0.02% | 201 | +380 | 1.6% | Q4 2025 | Jan 22, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 23,997 | 214 | 0.0% | — | 202 | +23,997 | New | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 23,030 | 205 | 0.0% | 0.01% | 204 | -750,689 | -97.02% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 23,028 | 205 | 0.0% | — | 203 | +23,028 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 22,357 | 199 | 0.01% | 0.0% | 205 | -3,089 | -12.14% | Q4 2025 | Feb 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 21,905 | 195 | 0.08% | 2.56% | 208 | -34,732 | -61.32% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Reduced | 21,922 | 195 | 0.0% | 0.0% | 207 | -34,120 | -60.88% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 21,885 | 195 | 0.08% | — | 209 | +21,885 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Reduced | 21,878 | 195 | 0.0% | 0.0% | 206 | -571 | -2.54% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 20,215 | 180 | 0.0% | 0.0% | 210 | -112 | -0.55% | Q4 2025 | Feb 13, 2026 |
| S Harris Financial Group, LLC | History | New | 20,085 | 179 | 0.17% | — | 212 | +20,085 | New | Q4 2025 | Mar 03, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 20,063 | 179 | 0.04% | 0.05% | 211 | -46 | -0.23% | Q4 2025 | Feb 09, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Reduced | 20,000 | 178 | 0.09% | 0.58% | 213 | -100,000 | -83.33% | Q4 2025 | Feb 06, 2026 |
| Abel Hall, LLC | History | New | 20,042 | 178 | 0.04% | — | 214 | +20,042 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 20,000 | 178 | 0.02% | — | 215 | +20,000 | New | Q4 2025 | Jan 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 19,807 | 176 | 0.01% | — | 216 | +19,807 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,672 | 176 | 0.0% | 0.0% | 217 | +9 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 19,222 | 171 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 18,075 | 161 | 0.0% | — | 219 | +18,075 | New | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,976 | 160 | 0.0% | 0.0% | 220 | -1,090 | -5.72% | Q4 2025 | Jan 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 17,834 | 159 | 0.0% | — | 221 | +17,834 | New | Q4 2025 | Feb 04, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 17,483 | 156 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,223 | 153 | 0.0% | 0.0% | 223 | -114 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | Reduced | 16,780 | 149 | 0.0% | 0.0% | 224 | -3,665 | -17.93% | Q4 2025 | Feb 17, 2026 |
| Shelter Rock Management, LLC | History | New | 16,504 | 147 | 0.15% | — | 225 | +16,504 | New | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 16,445 | 146 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 16,000 | 142 | 0.0% | — | 228 | +16,000 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 15,936 | 142 | 0.0% | — | 227 | +15,936 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 15,885 | 141 | 0.0% | 0.0% | 229 | -26,925 | -62.89% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | New | 15,405 | 137 | 0.01% | — | 230 | +15,405 | New | Q4 2025 | Jan 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,287 | 136 | 0.0% | 0.0% | 231 | +324 | 2.17% | Q4 2025 | Feb 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 15,145 | 135 | 0.0% | 0.0% | 232 | -405 | -2.6% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 14,587 | 130 | 0.01% | 0.04% | 234 | -20,468 | -58.39% | Q4 2025 | Feb 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 14,599 | 130 | 0.0% | 0.0% | 233 | -1,248 | -7.88% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,263 | 127 | 0.0% | 0.0% | 235 | -4,455 | -23.8% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 14,078 | 125 | 0.0% | 0.0% | 236 | -2,108 | -13.02% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,015 | 125 | 0.0% | 0.0% | 237 | +1,810 | 14.83% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 12,978 | 115 | 0.01% | 0.01% | 238 | -8,361 | -39.18% | Q4 2025 | Jan 29, 2026 |
| KBC Group NV | History | No change | 12,406 | 111 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 12,154 | 108 | 0.0% | — | 240 | +12,154 | New | Q4 2025 | Jan 14, 2026 |
| Ethic Inc. | History | Reduced | 12,045 | 107 | 0.0% | 0.0% | 241 | -2,397 | -16.6% | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,826 | 105 | 0.0% | 0.0% | 242 | +29 | 0.25% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,715 | 104 | 0.01% | 0.01% | 243 | +148 | 1.28% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 11,253 | 100 | 0.0% | 0.0% | 244 | -13,725 | -54.95% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 11,225 | 100 | 0.0% | — | 246 | +11,225 | New | Q4 2025 | Feb 03, 2026 |
| Keel Point, LLC | History | Reduced | 11,270 | 100 | 0.01% | 0.01% | 245 | -127 | -1.11% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 11,267 | 100 | 0.0% | 0.01% | 247 | +17 | 0.15% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,080 | 98 | 0.0% | 0.0% | 248 | -2,482 | -18.3% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,924 | 97 | 0.0% | 0.0% | 249 | -333,632 | -96.83% | Q4 2025 | Feb 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 10,560 | 97 | 0.12% | 0.11% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 10,839 | 96 | 0.0% | — | 251 | +10,839 | New | Q4 2025 | Jan 30, 2026 |
| Advisor Resource Council | History | New | 10,415 | 96 | 0.03% | — | 253 | +10,415 | New | Q4 2025 | Feb 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 10,814 | 96 | 0.02% | 0.02% | 252 | +306 | 2.91% | Q4 2025 | Jan 30, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 10,641 | 95 | 0.0% | 0.0% | 254 | -870 | -7.56% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,430 | 93 | 0.0% | — | 255 | +10,430 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,108 | 91 | 0.0% | 0.0% | 256 | -2,511 | -19.9% | Q4 2025 | Jan 08, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 10,099 | 90 | 0.0% | 0.0% | 258 | +209 | 2.11% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 10,128 | 90 | 0.0% | 0.0% | 257 | +23 | 0.23% | Q4 2025 | Feb 04, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 10,000 | 89 | 0.03% | 0.04% | 261 | -4,000 | -28.57% | Q4 2025 | Feb 05, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,000 | 89 | 0.02% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Advisors LLC | History | No change | 10,000 | 89 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | No change | 9,713 | 87 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 6,882 | 61 | 0.0% | 0.0% | 263 | -9,580 | -58.19% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,926 | 53 | 0.0% | 0.0% | 264 | -1,031 | -14.82% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 5,700 | 50 | 0.0% | 0.0% | 265 | -7,100 | -55.47% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,692 | 50 | 0.0% | 0.0% | 266 | +663 | 13.18% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,567 | 49 | 0.0% | 0.0% | 267 | +3,277 | 143.1% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | New | 5,024 | 44 | 0.0% | — | 268 | +5,024 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,045 | 36 | 0.0% | — | 269 | +4,045 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,125 | 36 | 0.0% | 0.0% | 270 | -1,780 | -30.14% | Q4 2025 | Jan 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,000 | 35 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 4,000 | 35 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,824 | 34 | 0.0% | 0.0% | 273 | +708 | 22.72% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 3,665 | 33 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Reduced | 3,643 | 32 | 0.02% | 0.03% | 275 | -1,981 | -35.22% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 3,418 | 30 | 0.0% | 0.0% | 276 | -5,867 | -63.19% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,257 | 29 | 0.0% | — | 278 | +3,257 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,255 | 29 | 0.0% | 0.0% | 277 | -263 | -7.48% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,633 | 23 | 0.0% | 0.0% | 279 | -1,533 | -36.8% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,509 | 22 | 0.0% | 0.0% | 280 | -550 | -17.98% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,348 | 20 | 0.0% | 0.0% | 281 | +1,469 | 167.12% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,160 | 19 | 0.0% | 0.0% | 282 | -644 | -22.97% | Q4 2025 | Jan 28, 2026 |
| Torren Management, LLC | History | New | 2,080 | 18 | 0.01% | — | 284 | +2,080 | New | Q4 2025 | Jan 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,093 | 18 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,817 | 16 | 0.0% | 0.0% | 285 | +109 | 6.38% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,493 | 13 | 0.0% | 0.0% | 286 | -473 | -24.06% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,352 | 12 | 0.0% | — | 288 | +1,351 | 135100.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,377 | 12 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,272 | 11 | 0.0% | 0.0% | 290 | -6,109 | -82.77% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,331 | 11 | 0.0% | — | 289 | +1,331 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 1,166 | 10 | 0.0% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,116 | 9 | 0.0% | 0.0% | 292 | -154 | -12.13% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,108 | 9 | 0.0% | 0.0% | 293 | +3 | 0.27% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 870 | 8 | 0.0% | 0.0% | 294 | +652 | 299.08% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 908 | 8 | 0.0% | 0.0% | 295 | +27 | 3.06% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 822 | 7 | 0.0% | 0.0% | 298 | -855 | -50.98% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 830 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 860 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Accent Capital Management, LLC | History | No change | 817 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 720 | 6 | 0.0% | — | 300 | +720 | New | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 772 | 6 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 630 | 5 | 0.0% | 0.0% | 303 | -1,530 | -70.83% | Q4 2025 | Jan 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 594 | 5 | 0.0% | — | 306 | +594 | New | Q4 2025 | Feb 18, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 617 | 5 | 0.0% | 0.0% | 304 | -267 | -30.2% | Q4 2025 | Feb 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 642 | 5 | 0.0% | 0.0% | 305 | -13 | -1.98% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | No change | 582 | 5 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quantbot Technologies LP | History | Reduced | 499 | 4 | 0.0% | 0.05% | 307 | -191,268 | -99.74% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | New | 525 | 4 | 0.0% | — | 309 | +525 | New | Q4 2025 | Jan 16, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 514 | 4 | 0.0% | — | 311 | +514 | New | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 532 | 4 | 0.0% | 0.0% | 308 | +198 | 59.28% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | No change | 496 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 360 | 3 | 0.0% | — | 314 | +360 | New | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 382 | 3 | 0.0% | 0.0% | 312 | -177 | -31.66% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 403 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 315 | 2 | 0.0% | 0.0% | 315 | -24,282 | -98.72% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | New | 241 | 2 | 0.0% | — | 319 | +241 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Added to | 327 | 2 | 0.0% | 0.0% | 320 | +177 | 118.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 313 | 2 | 0.0% | 0.0% | 317 | +46 | 17.23% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 235 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 230 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 208 | 1 | 0.0% | 0.0% | 324 | -10,620 | -98.08% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 120 | 1 | 0.0% | 0.0% | 322 | -4,100 | -97.16% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 176 | 1 | 0.0% | — | 323 | +176 | New | Q4 2025 | Feb 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 126 | 1 | 0.0% | — | 321 | +126 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 136 | 1 | 0.0% | — | 325 | +57 | 72.15% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 113 | 1 | 0.0% | — | 326 | +26 | 29.89% | Q4 2025 | Jan 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 117 | 1 | 0.0% | 0.0% | 327 | -2 | -1.68% | Q4 2025 | Feb 10, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.99% | — | -2,265,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -622,783 | -100.0% | Q3 2025 | Nov 24, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -598,451 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -579,216 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 0.45% | — | -552,432 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hiddenite Capital Partners LP | History | Closed out | 0 | 0 | — | 0.86% | — | -500,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.95% | — | -269,790 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -97,103 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.06% | — | -96,709 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -51,470 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | Reduced | 8 | 0 | — | 0.1% | — | -41,468 | -99.98% | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,372 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,325 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -29,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| L.K. Benson & Company, P.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -24,041 | -100.0% | Q3 2025 | Nov 05, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,632 | -100.0% | Q3 2025 | Nov 04, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,349 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.02% | — | -20,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,008 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -18,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,257 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ritter Alpha, LP | History | Closed out | 0 | 0 | — | 7.38% | — | -14,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH LANE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -12,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,254 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sand Hill Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,567 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,288 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Samson Rock Capital LLP | History | Closed out | 0 | 0 | — | 0.26% | — | -10,170 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 87 | 0 | — | 0.0% | — | -7,339 | -98.83% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,869 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -3,470 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -602 | -96.94% | Q4 2025 | Jan 20, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Reduced | 26 | 0 | — | 0.0% | — | -187 | -87.79% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Financial Management LLC | History | New | 89 | 0 | — | — | — | +89 | New | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2025 | Nov 10, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Parallel Advisors, LLC | History | Reduced | 57 | 0 | — | — | — | -40 | -41.24% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 33 | 0 | — | — | — | -14 | -29.79% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 17 | 0 | — | — | — | -14 | -45.16% | Q4 2025 | Jan 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 34 | 0 | — | — | — | +10 | 41.67% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Added to | 40 | 0 | — | — | — | +7 | 21.21% | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 108 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |