Bausch Health Companies Inc. - BHC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PAULSON & CO. INC. | History | Added to | 73,255,869 | 509,128 | 15.61% | 15.37% | 1 | +2,500,000 | 3.53% | Q4 2025 | Feb 17, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 34,665,731 | 240,639 | 13.04% | 116.74% | 2 | -167,700 | -0.48% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 10,679,760 | 74,149 | 0.0% | 0.0% | 3 | -1,561,312 | -12.75% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,100,604 | 63,249 | 0.01% | — | 4 | +9,100,604 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 8,699,533 | 60,461 | 0.08% | 0.16% | 5 | -7,008,552 | -44.62% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 8,452,119 | 58,742 | 0.1% | 0.15% | 6 | -4,547,881 | -34.98% | Q4 2025 | Feb 13, 2026 |
| MFN Partners Management, LP | History | No change | 6,000,000 | 41,700 | 0.89% | 0.78% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,316,551 | 37,513 | 0.03% | 0.05% | 8 | -2,406,674 | -31.16% | Q4 2025 | Feb 17, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 5,235,000 | 36,383 | 0.58% | 0.57% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,143,641 | 35,748 | 0.0% | 0.0% | 10 | +2,038,813 | 65.67% | Q4 2025 | Mar 25, 2026 |
| ING GROEP NV | History | No change | 5,000,000 | 34,750 | 0.21% | 0.17% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | No change | 5,000,000 | 34,750 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 3,682,488 | 25,592 | 0.0% | — | 13 | +3,682,488 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,253,995 | 22,615 | 0.0% | 0.0% | 14 | +241,546 | 8.02% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 3,250,000 | 22,587 | 0.1% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,723,655 | 18,914 | 0.01% | 0.0% | 16 | +2,518,064 | 1224.79% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,554,910 | 17,756 | 0.0% | 0.0% | 17 | +751,753 | 41.69% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,723,682 | 15,995 | 0.0% | 0.0% | 18 | +272,035 | 18.74% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 2,210,403 | 15,334 | 0.03% | 0.01% | 19 | +1,274,915 | 136.28% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,203,195 | 15,312 | 0.0% | 0.0% | 20 | +1,239,715 | 128.67% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,045,737 | 14,222 | 0.0% | 0.0% | 21 | +151,658 | 8.01% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 1,892,895 | 13,155 | 0.38% | 0.31% | 22 | +271,170 | 16.72% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,836,137 | 12,757 | 0.01% | 0.0% | 23 | +1,366,268 | 290.78% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,680,629 | 11,677 | 0.01% | 0.0% | 24 | +748,012 | 80.21% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,662,680 | 11,555 | 0.02% | 0.01% | 25 | +1,010,054 | 154.77% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,507,558 | 10,477 | 0.0% | 0.0% | 26 | +59,720 | 4.12% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,432,191 | 9,953 | 0.02% | 0.01% | 27 | +247,519 | 20.89% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,359,740 | 9,450 | 0.01% | 0.0% | 28 | +1,089,740 | 403.61% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,322,100 | 9,188 | 0.02% | 0.02% | 29 | -73,200 | -5.25% | Q4 2025 | Feb 12, 2026 |
| GENDELL JEFFREY L | History | New | 1,298,275 | 9,023 | 0.16% | — | 30 | +1,298,275 | New | Q4 2025 | Feb 13, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 1,270,000 | 8,826 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 1,059,939 | 7,366 | 0.01% | 0.01% | 32 | +575,100 | 118.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,054,718 | 7,330 | 0.0% | 0.0% | 33 | +498,558 | 89.64% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 874,452 | 6,077 | 0.06% | 0.06% | 34 | -31,592 | -3.49% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 852,563 | 5,925 | 0.0% | 0.0% | 35 | +526,427 | 161.41% | Q4 2025 | Feb 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 840,584 | 5,844 | 0.0% | 0.0% | 36 | +22,973 | 2.81% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 832,267 | 5,778 | 0.0% | 0.0% | 37 | +17,828 | 2.19% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 809,644 | 5,623 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 784,523 | 5,452 | 0.0% | 0.0% | 39 | +251,602 | 47.21% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 776,865 | 5,399 | 0.07% | 0.0% | 40 | +717,865 | 1216.72% | Q4 2025 | Feb 17, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 666,000 | 4,628 | 0.43% | 0.74% | 41 | -1,050,000 | -61.19% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 655,055 | 4,553 | 0.01% | — | 42 | +655,055 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 647,477 | 4,499 | 0.0% | 0.01% | 43 | -4,555,891 | -87.56% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 636,065 | 4,420 | 0.0% | — | 44 | +636,065 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 604,481 | 4,201 | 0.0% | 0.01% | 45 | -208,598 | -25.66% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 602,128 | 4,184 | 0.01% | — | 46 | +602,128 | New | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 544,497 | 3,784 | 0.05% | 0.03% | 47 | +193,668 | 55.2% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | New | 524,892 | 3,650 | 0.1% | — | 48 | +524,892 | New | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 514,160 | 3,577 | 0.0% | 0.0% | 49 | +8,300 | 1.64% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 489,441 | 3,401 | 0.01% | 0.01% | 50 | +52,888 | 12.11% | Q4 2025 | Feb 13, 2026 |
| SIG North Trading, ULC | History | Added to | 438,300 | 3,046 | 0.06% | 0.04% | 51 | +102,418 | 30.49% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 425,863 | 2,960 | 0.0% | 0.0% | 52 | +56,712 | 15.36% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 419,778 | 2,917 | 0.0% | 0.0% | 53 | -449,522 | -51.71% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | New | 371,629 | 2,582 | 0.01% | — | 54 | +371,629 | New | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 366,724 | 2,529 | 0.01% | 0.0% | 55 | +48,600 | 15.28% | Q4 2025 | Jan 30, 2026 |
| Third Point LLC | History | Added to | 350,000 | 2,432 | 0.03% | 0.01% | 56 | +250,000 | 250.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 341,678 | 2,375 | 0.0% | 0.0% | 57 | +21,059 | 6.57% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 339,313 | 2,358 | 0.0% | 0.0% | 58 | +31,995 | 10.41% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 336,712 | 2,340 | 0.02% | — | 59 | +336,712 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 334,156 | 2,323 | 0.0% | 0.0% | 60 | +128,386 | 62.39% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 331,377 | 2,303 | 0.01% | — | 61 | +331,377 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 324,087 | 2,250 | 0.01% | 0.01% | 62 | -278,576 | -46.22% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 310,915 | 2,172 | 0.0% | 0.0% | 63 | +114,025 | 57.91% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 303,840 | 2,111 | 0.0% | 0.0% | 64 | +59,062 | 24.13% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 296,903 | 2,063 | 0.0% | 0.0% | 65 | +277,527 | 1432.32% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Reduced | 242,169 | 1,682 | 0.0% | 0.01% | 66 | -28,063 | -10.38% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 240,413 | 1,672 | 0.0% | — | 67 | +240,413 | New | Q4 2025 | Feb 13, 2026 |
| Soviero Asset Management, LP | History | New | 240,000 | 1,668 | 0.8% | — | 69 | +240,000 | New | Q4 2025 | Feb 17, 2026 |
| Fore Capital, LLC | History | Added to | 240,000 | 1,668 | 0.55% | 0.17% | 68 | +150,000 | 166.67% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 233,487 | 1,622 | 0.01% | — | 70 | +233,487 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 212,231 | 1,475 | 0.03% | 0.01% | 71 | +145,671 | 218.86% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 206,438 | 1,435 | 0.0% | 0.0% | 72 | +90,948 | 78.75% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 201,742 | 1,402 | 0.0% | 0.0% | 73 | -27,806 | -12.11% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 198,500 | 1,379 | 0.18% | 0.28% | 74 | -71,500 | -26.48% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 178,607 | 1,241 | 0.0% | 0.0% | 75 | +9,940 | 5.89% | Q4 2025 | Feb 19, 2026 |
| Range Financial Group LLC | History | Added to | 175,996 | 1,223 | 0.42% | 0.38% | 76 | +14,223 | 8.79% | Q4 2025 | Jan 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 171,169 | 1,193 | 0.0% | 0.0% | 77 | +38,963 | 29.47% | Q4 2025 | Jan 28, 2026 |
| Walleye Trading LLC | History | Added to | 171,613 | 1,192 | 0.0% | 0.0% | 78 | +13,513 | 8.55% | Q4 2025 | Feb 13, 2026 |
| Banco BTG Pactual S.A. | History | New | 170,700 | 1,186 | 0.2% | — | 79 | +170,700 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 148,556 | 1,031 | 0.0% | 0.0% | 80 | +127,712 | 612.7% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 147,083 | 1,022 | 0.0% | 0.0% | 81 | +132,409 | 902.34% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 144,104 | 1,001 | 0.0% | 0.0% | 82 | +82,637 | 134.44% | Q4 2025 | Feb 11, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 139,610 | 969 | 0.01% | 0.01% | 83 | -13,542 | -8.84% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 136,075 | 945 | 0.0% | 0.0% | 84 | +5,076 | 3.87% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 134,985 | 938 | 0.02% | 0.0% | 85 | +88,335 | 189.36% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 134,030 | 931 | 0.0% | 0.0% | 86 | +9,370 | 7.52% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 107,300 | 745 | 0.0% | 0.0% | 87 | -23,700 | -18.09% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 105,363 | 732 | 0.0% | 0.0% | 88 | +100,371 | 2010.64% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 101,341 | 703 | 0.0% | — | 89 | +101,341 | New | Q4 2025 | Feb 17, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Reduced | 100,500 | 697 | 0.02% | 0.02% | 90 | -13,100 | -11.53% | Q4 2025 | Feb 02, 2026 |
| Gifford Fong Associates | History | No change | 100,000 | 695 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 98,410 | 683 | 0.01% | 0.0% | 92 | +84,101 | 587.75% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 93,696 | 650 | 0.0% | 0.0% | 93 | +80,207 | 594.61% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 93,469 | 649 | 0.0% | 0.0% | 94 | +13,778 | 17.29% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 92,718 | 644 | 0.01% | 0.0% | 95 | +3,626 | 4.07% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 92,683 | 644 | 0.01% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 91,528 | 636 | 0.0% | 0.01% | 97 | -1,076 | -1.16% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 88,971 | 618 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 86,018 | 597 | 0.12% | 0.12% | 99 | -27 | -0.03% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 83,539 | 580 | 0.0% | 0.0% | 100 | -24,082 | -22.38% | Q4 2025 | Feb 18, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 80,722 | 561 | 0.09% | 0.07% | 101 | +17,039 | 26.76% | Q4 2025 | Jan 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 79,796 | 554 | 0.01% | — | 102 | +79,796 | New | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 78,715 | 547 | 0.0% | 0.0% | 103 | -49,905 | -38.8% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 78,002 | 542 | 0.0% | 0.0% | 104 | -775 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Round Hill Asset Management | History | Reduced | 73,687 | 511 | 0.32% | 0.31% | 105 | -400 | -0.54% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 73,098 | 507 | 0.0% | 0.0% | 106 | -91,568 | -55.61% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 70,158 | 487 | 0.0% | 0.0% | 108 | +26,000 | 58.88% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Reduced | 70,178 | 487 | 0.0% | 0.0% | 107 | -677 | -0.96% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 69,531 | 482 | 0.0% | 0.0% | 109 | -3,062 | -4.22% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 71,016 | 458 | 0.0% | 0.0% | 110 | +183 | 0.26% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 61,148 | 424 | 0.01% | 0.01% | 111 | +21,922 | 55.89% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 60,736 | 422 | 0.17% | — | 112 | +60,736 | New | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 59,984 | 416 | 0.01% | 0.01% | 113 | +20,592 | 52.27% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 59,227 | 411 | 0.05% | 0.02% | 114 | +31,975 | 117.33% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 57,161 | 397 | 0.0% | 0.0% | 115 | +137 | 0.24% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 56,000 | 389 | 0.0% | — | 117 | +56,000 | New | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 61,398 | 389 | 0.0% | 0.0% | 116 | +34,946 | 132.11% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 55,664 | 386 | 0.0% | 0.0% | 118 | +33,058 | 146.24% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 53,236 | 369 | 0.0% | 0.0% | 119 | -1,264,111 | -95.96% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 52,055 | 361 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Reduced | 50,465 | 350 | 0.0% | 0.0% | 121 | -1,268 | -2.45% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Added to | 50,045 | 347 | 0.02% | 0.02% | 122 | +8,200 | 19.6% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 49,740 | 345 | 0.01% | — | 123 | +49,740 | New | Q4 2025 | Jan 28, 2026 |
| WINTON GROUP Ltd | History | Added to | 48,857 | 339 | 0.01% | 0.01% | 124 | +871 | 1.82% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 48,600 | 338 | 0.0% | 0.0% | 125 | -11,700 | -19.4% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,291 | 335 | 0.0% | 0.0% | 126 | +7,865 | 19.46% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 46,936 | 326 | 0.01% | 0.01% | 127 | +8,905 | 23.42% | Q4 2025 | Feb 10, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 46,797 | 325 | 0.02% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 46,025 | 319 | 0.0% | 0.0% | 129 | +6,194 | 15.55% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 44,215 | 307 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | No change | 42,288 | 293 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 41,260 | 286 | 0.0% | 0.0% | 132 | +14,024 | 51.49% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 41,204 | 285 | 0.0% | 0.0% | 133 | -67,189 | -61.99% | Q4 2025 | Feb 13, 2026 |
| BIGLARI CAPITAL CORP. | History | No change | 41,070 | 285 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 38,384 | 266 | 0.0% | — | 136 | +38,384 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 46,420 | 266 | 0.0% | 0.0% | 135 | +17,902 | 62.77% | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | New | 38,004 | 264 | 0.0% | — | 137 | +38,004 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,504 | 260 | 0.0% | 0.0% | 138 | -678 | -1.78% | Q4 2025 | Feb 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 36,787 | 255 | 0.04% | — | 139 | +36,787 | New | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 35,537 | 246 | 0.0% | 0.0% | 140 | +864 | 2.49% | Q4 2025 | Jan 26, 2026 |
| Investment Management Corp of Ontario | History | New | 32,275 | 224 | 0.0% | — | 141 | +32,275 | New | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 31,729 | 220 | 0.02% | — | 142 | +31,729 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 31,050 | 215 | 0.0% | 0.0% | 143 | +50 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Reduced | 30,327 | 210 | 0.0% | 0.0% | 144 | -23,206 | -43.35% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,118 | 209 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | New | 28,639 | 199 | 0.04% | — | 146 | +28,639 | New | Q4 2025 | Feb 26, 2026 |
| First Growth Capital LLC | History | New | 32,660 | 198 | 0.18% | — | 147 | +32,660 | New | Q4 2025 | Feb 19, 2026 |
| Leonteq Securities AG | History | Added to | 19,976 | 189 | 0.01% | 0.0% | 148 | +19,748 | 8661.4% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 23,621 | 164 | 0.0% | 0.0% | 149 | -4,745 | -16.73% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 22,127 | 153 | 0.0% | 0.0% | 150 | -149,446 | -87.1% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 20,679 | 147 | 0.01% | — | 151 | +20,679 | New | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 20,544 | 142 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 20,116 | 139 | 0.03% | — | 153 | +20,077 | 51479.49% | Q4 2025 | Mar 03, 2026 |
| BARCLAYS PLC | History | Added to | 19,965 | 138 | 0.0% | 0.0% | 154 | +12,875 | 181.59% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 19,740 | 137 | 0.0% | — | 155 | +19,740 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 18,872 | 131 | 0.01% | — | 156 | +18,872 | New | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 18,622 | 129 | 0.0% | 0.0% | 157 | -32,026 | -63.23% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 18,663 | 129 | 0.0% | 0.0% | 158 | +7,598 | 68.67% | Q4 2025 | Feb 17, 2026 |
| X-Square Capital, LLC | History | Reduced | 17,950 | 125 | 0.04% | 0.04% | 159 | -772 | -4.12% | Q4 2025 | Feb 11, 2026 |
| Financial Freedom, LLC | History | No change | 17,394 | 120 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,030 | 118 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Reduced | 15,800 | 109 | 0.0% | 0.01% | 162 | -47,800 | -75.16% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,758 | 109 | 0.0% | 0.0% | 163 | -85 | -0.54% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | Added to | 15,095 | 104 | 0.01% | 0.01% | 165 | +630 | 4.36% | Q4 2025 | Jan 22, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 10,951 | 104 | 0.05% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 14,835 | 103 | 0.0% | — | 166 | +14,835 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 14,334 | 100 | 0.0% | 0.06% | 167 | -2,948,850 | -99.52% | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 14,373 | 99 | 0.0% | — | 168 | +14,373 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,206 | 98 | 0.0% | 0.0% | 169 | -2,000 | -12.34% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,067 | 97 | 0.0% | 0.0% | 170 | +1,812 | 14.79% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 13,500 | 94 | 0.0% | — | 171 | +13,500 | New | Q4 2025 | Feb 05, 2026 |
| Marotta Asset Management | History | No change | 13,225 | 91 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kathmere Capital Management, LLC | History | New | 12,790 | 88 | 0.01% | — | 173 | +12,790 | New | Q4 2025 | Jan 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,800 | 82 | 0.0% | — | 174 | +11,800 | New | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Group, LLC | History | No change | 11,918 | 82 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Swiss Life Asset Management Ltd | History | New | 11,707 | 81 | 0.0% | — | 176 | +11,707 | New | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | New | 11,628 | 80 | 0.01% | — | 177 | +11,628 | New | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,473 | 79 | 0.01% | — | 178 | +11,473 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,431 | 79 | 0.0% | — | 179 | +11,431 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 11,410 | 79 | 0.0% | 0.0% | 180 | -860 | -7.01% | Q4 2025 | Feb 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 11,199 | 77 | 0.02% | 0.04% | 181 | -27,461 | -71.03% | Q4 2025 | Feb 13, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 10,000 | 72 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,000 | 69 | 0.0% | — | 184 | +10,000 | New | Q4 2025 | Jan 29, 2026 |
| Harbor Advisors LLC | History | No change | 10,000 | 69 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,064 | 62 | 0.0% | 0.0% | 185 | -36,493 | -80.1% | Q4 2025 | Jan 20, 2026 |
| Camelot Portfolios, LLC | History | New | 8,500 | 59 | 0.04% | — | 187 | +8,500 | New | Q4 2025 | Jan 29, 2026 |
| Nexus Investment Management ULC | History | Reduced | 8,500 | 59 | 0.01% | 0.01% | 186 | -4,500 | -34.62% | Q4 2025 | Jan 21, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 7,069 | 49 | 0.0% | 0.0% | 188 | -8,492 | -54.57% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 6,000 | 41 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,409 | 37 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,025 | 34 | 0.0% | 0.0% | 191 | -366 | -6.79% | Q4 2025 | Jan 14, 2026 |
| Caption Management, LLC | History | Reduced | 4,464 | 31 | 0.0% | 0.02% | 192 | -428,211 | -98.97% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,610 | 25 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,028 | 21 | 0.0% | 0.0% | 194 | -3,995 | -56.88% | Q4 2025 | Feb 17, 2026 |
| Plato Investment Management Ltd | History | No change | 2,941 | 20 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | New | 2,000 | 14 | 0.0% | — | 196 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,881 | 13 | 0.0% | — | 197 | +1,881 | New | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | No change | 1,900 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,749 | 12 | 0.0% | 0.0% | 200 | +964 | 122.8% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,770 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,607 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,468 | 10 | 0.0% | 0.0% | 203 | +138 | 10.38% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,575 | 10 | 0.0% | 0.0% | 202 | +5 | 0.32% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 1,353 | 9 | 0.0% | 0.0% | 205 | -3,740 | -73.43% | Q4 2025 | Jan 14, 2026 |
| Investors Research Corp | History | No change | 1,300 | 9 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,000 | 6 | 0.0% | — | 206 | +1,000 | New | Q4 2025 | Mar 05, 2026 |
| Larson Financial Group LLC | History | Added to | 815 | 5 | 0.0% | — | 207 | +753 | 1214.52% | Q4 2025 | Feb 06, 2026 |
| Aviso Financial Inc. | History | New | 740 | 5 | 0.0% | — | 209 | +740 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 836 | 5 | 0.0% | 0.0% | 208 | +511 | 157.23% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 498 | 3 | 0.0% | 0.0% | 210 | +30 | 6.41% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 300 | 2 | 0.0% | — | 214 | +300 | New | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 400 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | No change | 335 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 372 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Financial Management LLC | History | New | 187 | 1 | 0.0% | — | 224 | +187 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 196 | 1 | 0.0% | — | 217 | +121 | 161.33% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 148 | 1 | 0.0% | — | 219 | +72 | 94.74% | Q4 2025 | Feb 24, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 201 | 1 | 0.0% | 0.0% | 220 | -23 | -10.27% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 240 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 150 | 1 | 0.0% | — | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 270 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 150 | 1 | 0.0% | — | 221 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WealthCollab, LLC | History | No change | 268 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | No change | 188 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.55% | — | -3,400,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maple Rock Capital Partners Inc. | History | Closed out | 0 | 0 | — | 0.54% | — | -2,133,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -1,300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -371,129 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Compass Rose Asset Management, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -108,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -77,753 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -46,567 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -42,037 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,555 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -38,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Eschler Asset Management LLP | History | Closed out | 0 | 0 | — | 0.18% | — | -37,506 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,975 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,457 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Viewpoint Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,900 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -15,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kendall Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -15,225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,104 | -100.0% | Q3 2025 | Feb 24, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,339 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,831 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q3 2025 | Nov 24, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 45 | 0 | — | 0.0% | — | -518 | -92.01% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CVA Family Office, LLC | History | New | 143 | 0 | — | — | — | +143 | New | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 61 | 0 | — | — | — | +61 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Rockefeller Capital Management L.P. | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 16, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Feb 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |