BENCHMARK ELECTRONICS INC - BHE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 5,578,718 | 238,545 | 0.0% | 0.0% | 1 | +38,470 | 0.69% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,903,016 | 209,652 | 0.0% | 0.0% | 2 | -15,630 | -0.32% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,906,748 | 124,292 | 0.03% | 0.03% | 3 | +218,450 | 8.13% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,517,162 | 107,636 | 0.02% | 0.02% | 4 | -5,756 | -0.23% | Q4 2025 | Feb 12, 2026 |
| EARNEST PARTNERS LLC | History | New | 1,752,583 | 74,940 | 0.32% | — | 5 | +1,752,583 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,389,766 | 59,660 | 0.0% | 0.0% | 6 | +9,724 | 0.7% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,334,966 | 57,083 | 0.03% | 0.03% | 7 | +6,783 | 0.51% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,066,272 | 45,593 | 0.03% | 0.04% | 8 | -344,045 | -24.39% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 920,178 | 39,346 | 0.01% | 0.01% | 9 | -35,218 | -3.69% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 894,815 | 38,269 | 0.0% | 0.0% | 10 | -2,978 | -0.33% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 679,279 | 29,045 | 0.0% | 0.0% | 11 | -8,423 | -1.22% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 561,495 | 24,009 | 0.0% | 0.0% | 12 | +54,799 | 10.81% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 516,340 | 22,078 | 0.02% | 0.02% | 13 | -20,055 | -3.74% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 474,025 | 20,731 | 0.02% | 0.02% | 14 | +67,796 | 16.69% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 463,873 | 19,835 | 0.0% | 0.0% | 15 | +75,758 | 19.52% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 423,203 | 18,096 | 0.0% | 0.0% | 16 | +6,774 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 409,339 | 17,503 | 1.72% | 1.53% | 17 | -30,404 | -6.91% | Q4 2025 | Jan 27, 2026 |
| Allianz Asset Management GmbH | History | Added to | 401,207 | 17,155 | 0.02% | 0.02% | 18 | +15,324 | 3.97% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 394,698 | 16,877 | 0.36% | 0.31% | 19 | +31,047 | 8.54% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 373,522 | 15,971 | 0.0% | 0.0% | 20 | -22,438 | -5.67% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,875 | 13,635 | 0.0% | 0.0% | 21 | +4,420 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 315,232 | 13,479 | 0.74% | 0.69% | 22 | -33,250 | -9.54% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 314,423 | 13,444 | 0.0% | 0.0% | 23 | -27,259 | -7.98% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 305,382 | 13,058 | 0.0% | 0.0% | 24 | +54,209 | 21.58% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 278,701 | 11,917 | 0.25% | 0.25% | 25 | -31,004 | -10.01% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 250,469 | 10,710 | 0.02% | 0.02% | 26 | +12,000 | 5.03% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 232,399 | 9,937 | 0.0% | 0.0% | 27 | +162,857 | 234.19% | Q4 2025 | Feb 17, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | New | 198,300 | 8,479 | 0.31% | — | 28 | +198,300 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 197,319 | 8,437 | 0.0% | 0.0% | 29 | +77,538 | 64.73% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 194,389 | 8,312 | 0.01% | — | 30 | +194,389 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 181,488 | 7,760 | 0.01% | 0.0% | 31 | +114,131 | 169.44% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 170,049 | 7,271 | 0.0% | 0.0% | 32 | -3,316 | -1.91% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,237 | 7,236 | 0.0% | 0.0% | 33 | +5,770 | 3.53% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 161,438 | 6,903 | 0.0% | 0.0% | 34 | -22,475 | -12.22% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 160,111 | 6,846 | 0.12% | 0.07% | 35 | -15,804 | -8.98% | Q4 2025 | Feb 18, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 154,021 | 6,585 | 0.02% | 0.02% | 36 | +13,673 | 9.74% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 151,643 | 6,484 | 0.0% | 0.0% | 37 | +71,736 | 89.77% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 143,569 | 6,139 | 0.0% | 0.01% | 38 | -197,888 | -57.95% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 136,420 | 5,833 | 0.16% | 0.15% | 39 | +155 | 0.11% | Q4 2025 | Feb 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 136,309 | 5,828 | 0.18% | 0.17% | 40 | -6,730 | -4.71% | Q4 2025 | Jan 28, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 125,000 | 5,345 | 0.29% | 0.25% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 124,600 | 5,327 | 0.48% | 0.43% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 123,517 | 5,281 | 0.02% | 0.02% | 43 | -16,532 | -11.8% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 115,573 | 4,941 | 0.0% | 0.0% | 44 | +17,722 | 18.11% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 115,199 | 4,925 | 0.0% | 0.01% | 45 | -15,580 | -11.91% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 112,827 | 4,824 | 0.0% | 0.0% | 46 | -1,198 | -1.05% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 107,202 | 4,583 | 0.0% | 0.0% | 47 | +1,188 | 1.12% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 105,628 | 4,516 | 0.0% | 0.0% | 48 | -3,371 | -3.09% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 97,919 | 4,187 | 0.0% | 0.0% | 49 | +657 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 94,130 | 4,024 | 0.03% | — | 50 | +94,130 | New | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 91,528 | 3,913 | 0.0% | 0.0% | 51 | -5,996 | -6.15% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 88,515 | 3,784 | 0.0% | 0.0% | 52 | -4,811 | -5.16% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 84,078 | 3,595 | 0.0% | 0.0% | 53 | -2,893 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Reduced | 75,429 | 3,225 | 0.04% | 0.05% | 54 | -18,932 | -20.06% | Q4 2025 | Jan 30, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 74,649 | 3,191 | 0.08% | 0.07% | 55 | -2,176 | -2.83% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 72,011 | 3,079 | 0.03% | 0.01% | 56 | +51,926 | 258.53% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 70,900 | 3,031 | 0.0% | 0.0% | 57 | +900 | 1.29% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 68,841 | 2,943 | 0.0% | 0.0% | 59 | +34,415 | 99.97% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 68,833 | 2,943 | 0.0% | 0.0% | 58 | +8,929 | 14.91% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 68,054 | 2,909 | 0.0% | 0.0% | 60 | -8,463 | -11.06% | Q4 2025 | Jan 09, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 67,026 | 2,866 | 0.05% | 0.05% | 61 | -4,665 | -6.51% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 65,900 | 2,817 | 0.01% | 0.0% | 62 | +34,100 | 107.23% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 65,681 | 2,809 | 0.0% | 0.0% | 63 | +65,480 | 32577.11% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,784 | 2,599 | 0.01% | 0.0% | 64 | -2,691 | -4.24% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 60,733 | 2,596 | 0.0% | 0.0% | 65 | -26,448 | -30.34% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 59,427 | 2,541 | 0.0% | 0.0% | 66 | +1,375 | 2.37% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 59,350 | 2,537 | 0.0% | 0.0% | 67 | -20,696 | -25.86% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 56,227 | 2,404 | 0.04% | 0.03% | 68 | +2,566 | 4.78% | Q4 2025 | Feb 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 54,870 | 2,346 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 53,585 | 2,291 | 0.0% | 0.0% | 70 | -30,880 | -36.56% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,418 | 2,070 | 0.0% | 0.0% | 71 | -15,013 | -23.67% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 47,626 | 2,036 | 0.22% | 0.2% | 72 | +417 | 0.88% | Q4 2025 | Feb 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 44,583 | 1,906 | 0.02% | 0.02% | 73 | -11,989 | -21.19% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 41,107 | 1,757 | 0.0% | 0.0% | 74 | +32,086 | 355.68% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 38,357 | 1,640 | 0.0% | 0.0% | 76 | +2,154 | 5.95% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,340 | 1,640 | 0.0% | 0.0% | 75 | +1,792 | 4.9% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 37,678 | 1,611 | 0.02% | 0.02% | 77 | -5,820 | -13.38% | Q4 2025 | Feb 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 37,330 | 1,596 | 0.0% | 0.0% | 78 | -26 | -0.07% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 34,788 | 1,487 | 0.0% | 0.0% | 79 | +719 | 2.11% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 34,570 | 1,478 | 0.01% | — | 80 | +34,570 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 33,881 | 1,448 | 0.03% | 0.06% | 81 | -34,186 | -50.22% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 33,316 | 1,424 | 0.0% | 0.0% | 82 | -43 | -0.13% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 33,298 | 1,423 | 0.06% | 0.02% | 83 | +20,518 | 160.55% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 31,671 | 1,355 | 0.0% | 0.0% | 84 | +952 | 3.1% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 31,519 | 1,347 | 0.08% | 0.12% | 85 | -15,220 | -32.56% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 31,456 | 1,345 | 0.01% | 0.01% | 86 | -3,230 | -9.31% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | Reduced | 30,468 | 1,302 | 0.04% | 0.05% | 87 | -1,721 | -5.35% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 30,263 | 1,294 | 0.04% | 0.04% | 88 | +1,952 | 6.89% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 30,250 | 1,293 | 0.0% | 0.0% | 89 | +1,540 | 5.36% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | New | 29,233 | 1,250 | 0.0% | — | 90 | +29,233 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 28,927 | 1,241 | 0.0% | 0.0% | 91 | +82 | 0.28% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 28,382 | 1,213 | 0.03% | — | 92 | +28,382 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 27,984 | 1,196 | 0.01% | 0.01% | 93 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 27,898 | 1,192 | 0.01% | — | 94 | +27,898 | New | Q4 2025 | Feb 02, 2026 |
| Man Group plc | History | Reduced | 27,846 | 1,190 | 0.0% | 0.0% | 95 | -26,532 | -48.79% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 27,578 | 1,179 | 0.0% | 2.99% | 96 | +10,848 | 64.84% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 27,414 | 1,172 | 0.0% | 0.0% | 97 | -9,165 | -25.06% | Q4 2025 | Jan 09, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 26,135 | 1,117 | 0.11% | 0.1% | 98 | +702 | 2.76% | Q4 2025 | Jan 21, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 24,778 | 1,059 | 0.0% | 0.0% | 99 | +2,725 | 12.36% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,516 | 1,048 | 0.0% | 0.0% | 100 | -1,391 | -5.37% | Q4 2025 | Feb 05, 2026 |
| Summit Global Investments | History | Added to | 24,416 | 1,044 | 0.06% | 0.02% | 101 | +14,724 | 151.92% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 23,932 | 1,026 | 0.0% | 0.0% | 102 | -6,655 | -21.76% | Q4 2025 | Mar 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,858 | 977 | 0.0% | 0.0% | 103 | +378 | 1.68% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,052 | 944 | 0.0% | — | 104 | +22,052 | New | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 21,061 | 900 | 0.51% | 0.47% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 20,817 | 890 | 0.0% | 0.0% | 106 | -138 | -0.66% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 20,779 | 888 | 0.0% | 0.01% | 107 | -15,224 | -42.29% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,444 | 874 | 0.0% | 0.0% | 108 | -1,014 | -4.73% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 20,193 | 863 | 0.01% | — | 109 | +20,193 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,852 | 848 | 0.01% | 0.01% | 110 | +92 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 19,198 | 826 | 0.0% | 0.0% | 111 | +968 | 5.31% | Q4 2025 | Jan 28, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 19,237 | 822 | 0.32% | 0.31% | 113 | -1,659 | -7.94% | Q4 2025 | Feb 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 19,246 | 822 | 0.18% | 0.16% | 112 | +830 | 4.51% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Reduced | 17,800 | 761 | 0.0% | 0.0% | 114 | -1,000 | -5.32% | Q4 2025 | Feb 02, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,787 | 760 | 0.01% | 0.01% | 115 | -1,395 | -7.27% | Q4 2025 | Feb 11, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 16,870 | 721 | 0.17% | 0.16% | 116 | +500 | 3.05% | Q4 2025 | Jan 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 16,598 | 709 | 0.0% | 0.0% | 117 | -13 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,487 | 704 | 0.02% | 0.01% | 118 | +3,641 | 28.34% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,300 | 696 | 0.01% | 0.01% | 119 | -200 | -1.21% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Reduced | 15,812 | 676 | 0.0% | 0.0% | 120 | -1,907 | -10.76% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,687 | 671 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,436 | 660 | 0.0% | — | 122 | +15,436 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,364 | 656 | 0.0% | 0.0% | 123 | +1,443 | 10.37% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,909 | 637 | 0.0% | 0.0% | 124 | +773 | 5.47% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 14,212 | 607 | 0.11% | 0.09% | 125 | +1,660 | 13.22% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 13,421 | 573 | 0.02% | 0.03% | 126 | -290 | -2.12% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Added to | 11,509 | 492 | 0.06% | 0.03% | 128 | +5,298 | 85.3% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Added to | 11,526 | 492 | 0.08% | 0.08% | 127 | +856 | 8.02% | Q4 2025 | Feb 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,655 | 478 | 0.01% | 0.0% | 129 | -1,427 | -12.88% | Q4 2025 | Jan 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,098 | 474 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 10,903 | 466 | 0.04% | 0.04% | 131 | -820 | -6.99% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,553 | 451 | 0.0% | 0.0% | 132 | +10 | 0.09% | Q4 2025 | Mar 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,428 | 446 | 0.0% | 0.0% | 133 | -177 | -1.67% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,410 | 445 | 0.0% | 0.0% | 134 | +16 | 0.15% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 10,243 | 439 | 0.03% | — | 135 | +10,243 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 10,062 | 430 | 0.0% | 0.0% | 136 | -619 | -5.8% | Q4 2025 | Jan 28, 2026 |
| VARCOV Co. | History | New | 9,990 | 427 | 0.17% | — | 137 | +9,990 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,876 | 422 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,043 | 419 | 0.0% | 0.0% | 139 | -635 | -7.32% | Q4 2025 | Feb 18, 2026 |
| CONNABLE OFFICE INC | History | New | 9,193 | 393 | 0.04% | — | 140 | +9,193 | New | Q4 2025 | Feb 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,028 | 387 | 0.0% | 0.0% | 141 | -1,217 | -11.88% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,833 | 377 | 0.0% | 0.0% | 142 | -313 | -3.42% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,119 | 347 | 0.0% | 0.0% | 143 | +61 | 0.76% | Q4 2025 | Feb 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 8,080 | 345 | 0.01% | 0.01% | 144 | +28 | 0.35% | Q4 2025 | Feb 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,979 | 341 | 0.01% | 0.01% | 145 | -385 | -4.6% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,914 | 338 | 0.0% | — | 146 | +7,914 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,700 | 330 | 0.0% | 0.0% | 147 | +700 | 10.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,404 | 316 | 0.0% | 0.0% | 148 | +108 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 7,360 | 314 | 0.08% | 0.07% | 149 | +68 | 0.93% | Q4 2025 | Jan 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 7,158 | 306 | 0.0% | 0.0% | 150 | +228 | 3.29% | Q4 2025 | Feb 03, 2026 |
| RBF Capital, LLC | History | No change | 7,000 | 299 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 6,970 | 297 | 0.0% | 0.0% | 153 | -2,738 | -28.2% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 6,952 | 297 | 0.0% | 0.0% | 152 | +214 | 3.18% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,818 | 292 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 6,642 | 284 | 0.01% | — | 156 | +6,642 | New | Q4 2025 | Feb 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,653 | 284 | 0.0% | 0.0% | 155 | -164 | -2.41% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,362 | 272 | 0.0% | 0.0% | 157 | -3,837 | -37.62% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 5,923 | 263 | 0.01% | — | 158 | +5,923 | New | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 5,619 | 240 | 0.0% | — | 159 | +5,619 | New | Q4 2025 | Jan 16, 2026 |
| Integrated Investment Consultants, LLC | History | New | 5,567 | 238 | 0.05% | — | 160 | +5,567 | New | Q4 2025 | Mar 03, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 5,566 | 238 | 0.03% | 0.03% | 161 | -20 | -0.36% | Q4 2025 | Feb 12, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 5,529 | 236 | 0.11% | 0.11% | 162 | -712 | -11.41% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 5,484 | 234 | 0.0% | — | 163 | +5,484 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,943 | 224 | 0.0% | — | 164 | +4,943 | New | Q4 2025 | Jan 08, 2026 |
| Vestcor Inc | History | Reduced | 5,182 | 222 | 0.01% | 0.01% | 166 | -2,277 | -30.53% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 5,196 | 222 | 0.0% | 0.0% | 165 | +6 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | New | 5,163 | 220 | 0.0% | — | 167 | +5,163 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | New | 4,871 | 208 | 0.0% | — | 168 | +4,871 | New | Q4 2025 | Jan 29, 2026 |
| Ifrah Financial Services, Inc. | History | New | 4,721 | 201 | 0.05% | — | 169 | +4,721 | New | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,446 | 190 | 0.0% | 0.0% | 170 | -1,767 | -28.44% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,794 | 162 | 0.0% | 0.0% | 171 | +670 | 21.45% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 3,400 | 145 | 0.01% | 0.01% | 172 | +140 | 4.29% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,050 | 130 | 0.01% | — | 173 | +3,050 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,987 | 127 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,750 | 117 | 0.0% | 0.0% | 175 | -1,120 | -28.94% | Q4 2025 | Feb 17, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2,510 | 107 | 1.99% | 1.81% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,314 | 100 | 0.0% | — | 177 | +2,314 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,080 | 88 | 0.0% | 0.0% | 178 | -396 | -15.99% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,902 | 81 | 0.0% | 0.0% | 179 | -33 | -1.71% | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,854 | 79 | 0.01% | — | 180 | +1,854 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,744 | 74 | 0.0% | 0.0% | 181 | +7 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,631 | 69 | 0.01% | 0.01% | 182 | -692 | -29.79% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,446 | 61 | 0.0% | 0.0% | 183 | +322 | 28.65% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,363 | 58 | 0.0% | 0.0% | 184 | +970 | 246.82% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,329 | 56 | 0.0% | 0.0% | 185 | -59 | -4.25% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,292 | 55 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,141 | 48 | 0.0% | 0.0% | 187 | +579 | 103.02% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,118 | 47 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 978 | 41 | 0.0% | — | 189 | +978 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 890 | 38 | 0.0% | 0.0% | 190 | -187 | -17.36% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 855 | 36 | 0.0% | 0.0% | 191 | +77 | 9.9% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 811 | 34 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 609 | 26 | 0.0% | 0.0% | 193 | +250 | 69.64% | Q4 2025 | Mar 16, 2026 |
| State of Wyoming | History | Added to | 626 | 26 | 0.0% | 0.0% | 194 | +151 | 31.79% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 554 | 23 | 0.0% | 0.0% | 195 | +100 | 22.03% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 500 | 21 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 467 | 19 | 0.0% | 0.0% | 197 | +72 | 18.23% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 450 | 19 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 406 | 17 | 0.0% | — | 199 | +406 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 417 | 17 | 0.0% | 0.0% | 200 | -233 | -35.85% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 350 | 14 | 0.0% | 0.0% | 202 | +239 | 215.32% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 322 | 14 | 0.0% | 0.0% | 203 | +17 | 5.57% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 332 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 311 | 13 | 0.0% | — | 205 | +311 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 312 | 13 | 0.0% | 0.0% | 204 | +17 | 5.76% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 293 | 12 | 0.0% | 0.0% | 206 | +115 | 64.61% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Added to | 228 | 10 | 0.01% | 0.0% | 207 | +3 | 1.33% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Added to | 216 | 9 | 0.0% | 0.0% | 209 | +115 | 113.86% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 228 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 166 | 7 | 0.0% | 0.02% | 211 | -859 | -83.8% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 166 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 127 | 5 | 0.0% | — | 213 | +127 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 122 | 5 | 0.0% | 0.0% | 212 | -11 | -8.27% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 4 | 0.0% | — | 214 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 86 | 3 | 0.0% | 0.0% | 218 | -96 | -52.75% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 90 | 3 | 0.0% | — | 216 | +90 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 88 | 3 | 0.0% | — | 217 | +88 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 78 | 3 | 0.0% | 0.0% | 215 | +8 | 11.43% | Q4 2025 | Feb 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 87 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 69 | 2 | 0.0% | 0.0% | 220 | -2,132 | -96.87% | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 55 | 2 | 0.0% | — | 223 | +55 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 40 | 1 | 0.0% | — | 226 | +40 | New | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | — | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 27 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 24 | 1 | 0.0% | — | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -199,243 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,861 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -30,637 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,673 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,582 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -17,116 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -15,099 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,055 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,136 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,860 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,865 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -5,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -5,657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,625 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -48 | -82.76% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bruce G. Allen Investments, LLC | History | Added to | 15 | 0 | — | — | — | +4 | 36.36% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Camelot Portfolios, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |