Brighthouse Financial, Inc. - BHF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 5,410,582 | 350,551 | 0.01% | 0.0% | 1 | -126,853 | -2.29% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 5,362,655 | 347,446 | 0.01% | 0.01% | 2 | -695,859 | -11.49% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,495,032 | 226,442 | 0.05% | 0.04% | 3 | +45,109 | 1.31% | Q4 2025 | Feb 12, 2026 |
| DME Capital Management, LP | History | No change | 2,792,100 | 180,900 | 6.35% | 5.83% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,539,645 | 164,543 | 0.03% | 0.03% | 5 | -873,633 | -25.6% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,341,344 | 151,695 | 0.08% | 0.06% | 6 | +131,068 | 5.93% | Q4 2025 | Feb 13, 2026 |
| HBK INVESTMENTS L P | History | New | 2,100,000 | 136,059 | 1.07% | — | 7 | +2,100,000 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,972,889 | 127,823 | 0.0% | 0.0% | 8 | -141,319 | -6.68% | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | New | 1,747,986 | 113,252 | 2.98% | — | 9 | +1,747,986 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,264,992 | 81,958 | 0.0% | 0.0% | 10 | +758,010 | 149.51% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,070,547 | 69,374 | 0.0% | 0.0% | 11 | +4,537 | 0.43% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 845,419 | 54,774 | 0.01% | 0.02% | 12 | -1,673,328 | -66.43% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Added to | 774,262 | 50,164 | 0.58% | 0.49% | 13 | +126,146 | 19.46% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 739,253 | 47,896 | 0.03% | 0.03% | 14 | +52,532 | 7.65% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 737,462 | 47,780 | 0.0% | 0.0% | 15 | -1,040,502 | -58.52% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 625,043 | 40,496 | 0.02% | 0.02% | 16 | -278,589 | -30.83% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 601,798 | 38,990 | 0.01% | 0.0% | 17 | +495,765 | 467.56% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 578,838 | 37,502 | 0.01% | 0.01% | 18 | +192,381 | 49.78% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 577,191 | 37,396 | 0.0% | 0.0% | 19 | -27,802 | -4.6% | Q4 2025 | Feb 17, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 576,508 | 37,351 | 2.6% | — | 20 | +576,508 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 575,122 | 37,262 | 0.0% | 0.0% | 21 | +352,601 | 158.46% | Q4 2025 | Feb 11, 2026 |
| AQR Arbitrage LLC | History | New | 566,154 | 36,681 | 0.77% | — | 22 | +566,154 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 544,288 | 35,264 | 0.0% | 0.0% | 23 | +43,639 | 8.72% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 506,709 | 32,829 | 0.01% | 0.0% | 24 | +35,029 | 7.43% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 502,590 | 32,562 | 0.01% | 0.0% | 25 | +382,066 | 317.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 466,668 | 30,235 | 0.01% | 0.0% | 26 | +314,777 | 207.24% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 427,282 | 27,683 | 0.0% | 0.0% | 27 | +5,673 | 1.35% | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 425,417 | 27,562 | 0.01% | 0.05% | 28 | -970,828 | -69.53% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 390,807 | 25,320 | 0.04% | — | 29 | +390,807 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 380,874 | 24,676 | 0.03% | 0.0% | 30 | +346,865 | 1019.92% | Q4 2025 | Feb 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 372,683 | 24,146 | 1.61% | — | 31 | +372,683 | New | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 357,680 | 23,174 | 0.0% | 0.0% | 32 | -101,995 | -22.19% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 341,502 | 22,126 | 0.03% | 0.02% | 33 | +238,478 | 231.48% | Q4 2025 | Jan 09, 2026 |
| HSBC HOLDINGS PLC | History | New | 332,362 | 21,537 | 0.01% | — | 34 | +332,362 | New | Q4 2025 | Mar 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 322,355 | 20,885 | 0.02% | — | 35 | +322,355 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 315,367 | 20,432 | 1.5% | 1.13% | 36 | +41,549 | 15.17% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 314,621 | 20,384 | 0.1% | 0.07% | 37 | +35,000 | 12.52% | Q4 2025 | Feb 09, 2026 |
| KRYGER CAPITAL Ltd | History | Added to | 302,796 | 19,618 | 1.52% | 0.15% | 38 | +277,796 | 1111.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 298,229 | 19,322 | 0.0% | 0.0% | 39 | +24,709 | 9.03% | Q4 2025 | Mar 25, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 275,390 | 17,842 | 0.57% | — | 40 | +275,390 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 268,812 | 17,416 | 0.0% | 0.01% | 41 | -368,853 | -57.84% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 266,500 | 17,266 | 0.07% | 0.05% | 42 | +25,519 | 10.59% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Reduced | 250,500 | 16,229 | 0.13% | 0.16% | 43 | -64,000 | -20.35% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 228,842 | 14,826 | 0.01% | 0.01% | 44 | -142,055 | -38.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | New | 215,221 | 13,944 | 0.02% | — | 45 | +215,221 | New | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | New | 213,429 | 13,828 | 0.01% | — | 46 | +213,429 | New | Q4 2025 | Feb 11, 2026 |
| LMR Partners LLP | History | New | 204,400 | 13,243 | 0.02% | — | 47 | +204,400 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 191,000 | 12,374 | 0.0% | — | 48 | +191,000 | New | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Reduced | 191,000 | 12,374 | 0.02% | 0.02% | 49 | -26,000 | -11.98% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Added to | 188,378 | 12,205 | 0.04% | 0.03% | 50 | +58,767 | 45.34% | Q4 2025 | Feb 13, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 187,642 | 12,157 | 2.17% | 1.82% | 51 | -6,233 | -3.21% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 186,100 | 12,057 | 0.01% | 0.01% | 52 | -125,200 | -40.22% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 179,500 | 11,629 | 0.02% | 0.03% | 53 | -192,400 | -51.73% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | Added to | 167,410 | 10,846 | 0.37% | 0.05% | 54 | +143,304 | 594.47% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 166,497 | 10,787 | 0.04% | 0.01% | 55 | +125,267 | 303.82% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 162,145 | 10,505 | 0.01% | — | 56 | +162,145 | New | Q4 2025 | Jan 09, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 155,196 | 10,055 | 0.77% | — | 57 | +155,196 | New | Q4 2025 | Feb 03, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 150,947 | 9,779 | 0.35% | 0.29% | 58 | -9,800 | -6.1% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 148,400 | 9,614 | 0.0% | 0.0% | 59 | -3,977 | -2.61% | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 148,100 | 9,595 | 0.01% | — | 60 | +148,100 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 146,238 | 9,474 | 0.01% | 0.01% | 61 | -5,007 | -3.31% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 138,797 | 8,992 | 0.02% | 0.01% | 62 | +35,610 | 34.51% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | New | 134,052 | 8,685 | 0.01% | — | 63 | +134,052 | New | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | New | 133,458 | 8,646 | 0.12% | — | 64 | +133,458 | New | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 131,700 | 8,532 | 0.02% | 11.16% | 65 | +86,400 | 190.73% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 122,984 | 7,968 | 0.0% | 0.0% | 66 | -4,027 | -3.17% | Q4 2025 | Feb 02, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 116,605 | 7,554 | 0.08% | 0.0% | 67 | +101,405 | 667.14% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 114,772 | 7,436 | 0.31% | 0.11% | 68 | +86,772 | 309.9% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 112,700 | 7,301 | 0.0% | 0.0% | 69 | +1,800 | 1.62% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 106,573 | 6,905 | 0.02% | 0.01% | 70 | -4,100 | -3.7% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Reduced | 96,799 | 6,271 | 0.0% | 0.0% | 71 | -17,055 | -14.98% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 96,693 | 6,264 | 0.0% | 0.0% | 72 | -317,807 | -76.67% | Q4 2025 | Feb 12, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 95,523 | 6,188 | 0.45% | 0.05% | 73 | +85,523 | 855.23% | Q4 2025 | Feb 18, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 91,400 | 5,921 | 0.16% | 0.15% | 74 | -1,100 | -1.19% | Q4 2025 | Feb 10, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 91,200 | 5,908 | 3.35% | 2.83% | 75 | -3,300 | -3.49% | Q4 2025 | Feb 03, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 91,014 | 5,896 | 1.49% | — | 76 | +91,014 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 89,307 | 5,786 | 0.03% | 0.0% | 77 | +74,639 | 508.86% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 88,930 | 5,761 | 0.0% | 0.01% | 78 | -282,111 | -76.03% | Q4 2025 | Feb 17, 2026 |
| SYQUANT CAPITAL SAS | History | New | 83,276 | 5,395 | 0.66% | — | 79 | +83,276 | New | Q4 2025 | Jan 13, 2026 |
| Walleye Capital LLC | History | Reduced | 74,312 | 4,814 | 0.01% | 0.02% | 80 | -35,588 | -32.38% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 73,476 | 4,761 | 0.07% | 0.06% | 81 | +4,980 | 7.27% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 71,952 | 4,661 | 0.01% | 0.0% | 82 | +59,027 | 456.69% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 69,577 | 4,507 | 0.02% | — | 83 | +69,577 | New | Q4 2025 | Feb 11, 2026 |
| Retirement Systems of Alabama | History | Reduced | 68,614 | 4,445 | 0.01% | 0.01% | 84 | -486 | -0.7% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 68,022 | 4,407 | 0.01% | 0.01% | 85 | -633 | -0.92% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,641 | 3,864 | 0.0% | 0.0% | 86 | -13,915 | -18.92% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 59,638 | 3,863 | 0.0% | 0.0% | 87 | -22,972 | -27.81% | Q4 2025 | Feb 18, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 59,609 | 3,862 | 0.0% | 0.0% | 88 | -10,429 | -14.89% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 58,864 | 3,813 | 0.03% | — | 89 | +58,864 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 58,318 | 3,778 | 0.0% | 0.0% | 90 | -4,350 | -6.94% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 58,016 | 3,758 | 0.0% | 0.0% | 91 | -92,503 | -61.46% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 56,752 | 3,676 | 0.01% | 0.01% | 92 | -60,094 | -51.43% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 55,536 | 3,598 | 0.0% | 0.0% | 93 | +1,882 | 3.51% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 52,764 | 3,418 | 0.0% | 0.0% | 94 | -10,273 | -16.3% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 52,352 | 3,391 | 0.0% | 0.03% | 95 | -857,054 | -94.24% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 51,300 | 3,323 | 0.01% | 0.01% | 96 | -40,798 | -44.3% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | New | 50,000 | 3,239 | 0.02% | — | 97 | +50,000 | New | Q4 2025 | Feb 19, 2026 |
| Yakira Capital Management, Inc. | History | New | 49,769 | 3,224 | 1.08% | — | 98 | +49,769 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 49,441 | 3,203 | 0.01% | 0.0% | 99 | +12,486 | 33.79% | Q4 2025 | Jan 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 48,171 | 3,122 | 0.01% | 0.01% | 100 | -24,017 | -33.27% | Q4 2025 | Feb 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 47,550 | 3,080 | 0.46% | 0.21% | 101 | +22,700 | 91.35% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,496 | 3,078 | 0.0% | 0.0% | 102 | +3,458 | 7.85% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 46,025 | 2,981 | 0.03% | — | 103 | +46,025 | New | Q4 2025 | Feb 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 44,699 | 2,896 | 0.02% | — | 104 | +44,699 | New | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 44,269 | 2,868 | 0.01% | 0.0% | 105 | +25,875 | 140.67% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 44,054 | 2,854 | 0.96% | 0.87% | 106 | -2,813 | -6.0% | Q4 2025 | Feb 12, 2026 |
| Kintayl Capital LP | History | New | 42,657 | 2,763 | 1.67% | — | 107 | +42,657 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 41,900 | 2,714 | 0.0% | — | 108 | +41,900 | New | Q4 2025 | Feb 17, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | New | 41,780 | 2,706 | 1.55% | — | 109 | +41,780 | New | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 41,017 | 2,657 | 0.06% | 0.07% | 110 | -7,705 | -15.81% | Q4 2025 | Feb 04, 2026 |
| Vestcor Inc | History | New | 40,000 | 2,592 | 0.07% | — | 111 | +40,000 | New | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 39,454 | 2,556 | 0.0% | — | 112 | +39,454 | New | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 37,812 | 2,449 | 0.0% | 0.0% | 113 | -6,400 | -14.48% | Q4 2025 | Feb 12, 2026 |
| Polar Asset Management Partners Inc. | History | New | 36,068 | 2,336 | 0.03% | — | 114 | +36,068 | New | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Added to | 35,055 | 2,254 | 0.43% | 0.33% | 115 | +192 | 0.55% | Q4 2025 | Jan 27, 2026 |
| Westchester Capital Management, LLC | History | New | 34,440 | 2,231 | 0.09% | — | 116 | +34,440 | New | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 34,129 | 2,211 | 0.05% | 0.04% | 117 | +4,051 | 13.47% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,036 | 2,205 | 0.0% | 0.0% | 118 | -1,321 | -3.74% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 33,844 | 2,192 | 0.0% | 0.01% | 119 | -38,152 | -52.99% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,540 | 2,152 | 0.0% | 0.0% | 120 | +11,048 | 49.12% | Q4 2025 | Mar 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 32,789 | 2,124 | 0.01% | 0.01% | 121 | -13,033 | -28.44% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 32,275 | 2,090 | 0.05% | 0.03% | 122 | +273 | 0.85% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 31,178 | 2,020 | 0.0% | 0.0% | 123 | +7,461 | 31.46% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,822 | 1,996 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARVEST MANAGEMENT LLC | History | Reduced | 30,000 | 1,943 | 0.62% | 1.03% | 125 | -15,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 29,306 | 1,898 | 0.04% | 0.01% | 127 | +22,564 | 334.68% | Q4 2025 | Feb 13, 2026 |
| Rangeley Capital, LLC | History | Added to | 29,300 | 1,898 | 1.58% | 1.11% | 126 | +5,150 | 21.33% | Q4 2025 | Feb 17, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 28,841 | 1,868 | 0.2% | — | 128 | +28,841 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 28,292 | 1,833 | 0.01% | — | 129 | +28,292 | New | Q4 2025 | Feb 17, 2026 |
| Mint Tower Capital Management B.V. | History | New | 28,000 | 1,814 | 0.21% | — | 130 | +28,000 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,934 | 1,809 | 0.01% | 0.01% | 131 | -1,440 | -4.9% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,346 | 1,771 | 0.0% | 0.0% | 132 | +183 | 0.67% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,803 | 1,736 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 26,083 | 1,690 | 0.01% | 0.01% | 134 | -9 | -0.03% | Q4 2025 | Feb 05, 2026 |
| CSS LLC/IL | History | Added to | 25,500 | 1,652 | 0.07% | 0.02% | 135 | +15,500 | 155.0% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 25,376 | 1,644 | 0.0% | 0.03% | 136 | -475,422 | -94.93% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 25,100 | 1,626 | 0.01% | 0.01% | 137 | -225 | -0.89% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 25,021 | 1,621 | 0.0% | 0.01% | 138 | -9,835 | -28.22% | Q4 2025 | Jan 26, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 23,940 | 1,551 | 0.0% | 0.0% | 139 | -1,753 | -6.82% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 23,794 | 1,541 | 0.02% | 0.01% | 140 | -2,601 | -9.85% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 23,400 | 1,516 | 0.0% | 0.0% | 141 | +13,300 | 131.68% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 23,356 | 1,513 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Four Tree Island Advisory LLC | History | Reduced | 22,262 | 1,442 | 0.8% | 0.77% | 143 | -500 | -2.2% | Q4 2025 | Jan 30, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,194 | 1,437 | 0.02% | 0.01% | 144 | +5,553 | 33.37% | Q4 2025 | Feb 17, 2026 |
| First Trust Capital Management L.P. | History | New | 22,138 | 1,434 | 0.09% | — | 145 | +22,138 | New | Q4 2025 | Feb 13, 2026 |
| Candriam S.C.A. | History | New | 21,489 | 1,392 | 0.01% | — | 146 | +21,489 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 20,600 | 1,335 | 0.1% | 0.1% | 147 | -2,939 | -12.49% | Q4 2025 | Jan 20, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 20,826 | 1,334 | 0.0% | 0.0% | 148 | -3,392 | -14.01% | Q4 2025 | Feb 18, 2026 |
| American Assets Investment Management, LLC | History | No change | 20,000 | 1,295 | 0.09% | 0.08% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Olympiad Research LP | History | Added to | 19,078 | 1,236 | 3.29% | 0.33% | 150 | +14,564 | 322.64% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,737 | 1,213 | 0.0% | 0.0% | 151 | +5,523 | 41.8% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 18,306 | 1,186 | 0.0% | 0.0% | 152 | -8,132 | -30.76% | Q4 2025 | Feb 11, 2026 |
| Kendall Capital Management | History | Reduced | 17,650 | 1,143 | 0.24% | 0.22% | 153 | -440 | -2.43% | Q4 2025 | Jan 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,658 | 1,137 | 0.01% | 0.01% | 154 | -406 | -2.25% | Q4 2025 | Jan 21, 2026 |
| PEAK6 LLC | History | New | 16,800 | 1,088 | 0.0% | — | 155 | +16,800 | New | Q4 2025 | Mar 12, 2026 |
| Headlands Technologies LLC | History | Added to | 16,218 | 1,050 | 0.09% | 0.04% | 156 | +5,612 | 52.91% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 15,922 | 1,031 | 0.01% | 0.0% | 157 | -1,056 | -6.22% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,800 | 1,023 | 0.02% | 0.01% | 158 | -100 | -0.63% | Q4 2025 | Jan 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 15,780 | 1,022 | 0.0% | 0.0% | 159 | -615 | -3.75% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 15,703 | 1,017 | 0.01% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,596 | 1,014 | 0.0% | 0.0% | 161 | -15,625 | -50.05% | Q4 2025 | Jan 08, 2026 |
| Cannon Global Investment Management, LLC | History | Reduced | 15,500 | 1,004 | 2.52% | 4.22% | 163 | -37,400 | -70.7% | Q4 2025 | Jan 27, 2026 |
| Carlson Capital, L.P. | History | Added to | 15,500 | 1,004 | 0.36% | 0.29% | 162 | +500 | 3.33% | Q4 2025 | Feb 03, 2026 |
| GAM Holding AG | History | New | 15,000 | 971 | 0.06% | — | 164 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 14,634 | 948 | 0.02% | — | 165 | +14,634 | New | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 14,407 | 933 | 0.0% | — | 166 | +14,407 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 14,239 | 922 | 0.0% | 0.0% | 167 | -434 | -2.96% | Q4 2025 | Jan 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 14,000 | 907 | 0.03% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | No change | 14,000 | 907 | 0.23% | 0.2% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 13,468 | 872 | 0.0% | 0.0% | 170 | -100 | -0.74% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,333 | 863 | 0.0% | 0.0% | 171 | -2,034 | -13.24% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 12,959 | 839 | 0.0% | 0.0% | 172 | -13,270 | -50.59% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,874 | 834 | 0.0% | 0.0% | 173 | -256 | -1.95% | Q4 2025 | Feb 05, 2026 |
| Sagewood Asset Management LP | History | New | 12,839 | 831 | 0.3% | — | 174 | +12,839 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,792 | 828 | 0.01% | 0.01% | 175 | +53 | 0.42% | Q4 2025 | Feb 05, 2026 |
| Diametric Capital, LP | History | New | 12,500 | 809 | 0.22% | — | 176 | +12,500 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,200 | 790 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,700 | 758 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 11,689 | 757 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,435 | 740 | 0.01% | 0.01% | 180 | -100 | -0.87% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,364 | 736 | 0.0% | 0.0% | 182 | -13,383 | -54.08% | Q4 2025 | Feb 10, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 11,362 | 736 | 0.27% | 0.23% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,664 | 690 | 0.0% | 0.01% | 183 | -130,131 | -92.43% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 10,482 | 679 | 0.02% | 0.02% | 184 | -235 | -2.19% | Q4 2025 | Feb 11, 2026 |
| Optimize Financial Inc | History | Added to | 10,353 | 670 | 0.34% | 0.28% | 185 | +148 | 1.45% | Q4 2025 | Feb 09, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 10,000 | 647 | 0.0% | — | 186 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 9,863 | 639 | 0.0% | 0.0% | 187 | -110 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Ionic Capital Management LLC | History | Reduced | 9,750 | 631 | 0.08% | 0.06% | 188 | -1,250 | -11.36% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,700 | 628 | 0.0% | — | 189 | +9,700 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,354 | 606 | 0.0% | — | 190 | +9,354 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,278 | 601 | 0.01% | 0.0% | 191 | +1,222 | 15.17% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 8,950 | 579 | 0.0% | 0.01% | 192 | -12,050 | -57.38% | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 8,667 | 561 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 8,518 | 551 | 0.0% | 0.0% | 194 | +975 | 12.93% | Q4 2025 | Jan 28, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,493 | 550 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 8,251 | 535 | 0.28% | 0.2% | 196 | +1,403 | 20.49% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,116 | 526 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,038 | 520 | 0.01% | 0.0% | 198 | -434 | -5.12% | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | New | 7,816 | 506 | 0.01% | — | 199 | +7,816 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 7,733 | 501 | 0.0% | — | 200 | +7,733 | New | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | New | 7,349 | 476 | 0.12% | — | 201 | +7,349 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,224 | 468 | 0.04% | — | 202 | +7,224 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,143 | 462 | 0.0% | 0.0% | 203 | -1,468 | -17.05% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | New | 6,955 | 450 | 0.0% | — | 204 | +6,955 | New | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 6,867 | 444 | 0.0% | 0.0% | 205 | +1,967 | 40.14% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 6,844 | 443 | 0.0% | 0.0% | 206 | -6,829 | -49.95% | Q4 2025 | Feb 24, 2026 |
| Fruth Investment Management | History | Reduced | 6,800 | 440 | 0.12% | 0.1% | 207 | -200 | -2.86% | Q4 2025 | Jan 26, 2026 |
| Bayesian Capital Management, LP | History | New | 6,466 | 418 | 0.96% | — | 208 | +6,466 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,316 | 409 | 0.0% | 0.0% | 209 | -45 | -0.71% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 6,269 | 405 | 0.0% | — | 210 | +6,269 | New | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,158 | 398 | 0.0% | — | 211 | +6,158 | New | Q4 2025 | Feb 03, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 6,093 | 394 | 0.07% | 0.07% | 212 | -505 | -7.65% | Q4 2025 | Jan 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,978 | 387 | 0.04% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,945 | 385 | 0.01% | 0.01% | 214 | +120 | 2.06% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 5,802 | 375 | 0.0% | 0.0% | 215 | +103 | 1.81% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 5,637 | 365 | 0.02% | — | 216 | +5,637 | New | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 5,312 | 344 | 0.0% | 0.0% | 217 | -1,117 | -17.37% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | New | 5,157 | 334 | 0.0% | — | 218 | +5,157 | New | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,907 | 317 | 0.0% | 0.0% | 219 | -25,515 | -83.87% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,892 | 316 | 0.01% | 0.0% | 220 | +4,810 | 5865.85% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,703 | 304 | 0.0% | 0.0% | 221 | -872 | -15.64% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,597 | 297 | 0.0% | 0.0% | 222 | -508 | -9.95% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,474 | 289 | 0.0% | 0.0% | 224 | -23 | -0.51% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,956 | 289 | 0.0% | 0.0% | 223 | +10 | 0.1% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,235 | 274 | 0.0% | 0.0% | 225 | -2,144 | -33.61% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,216 | 273 | 0.0% | 0.0% | 226 | -7,130 | -62.84% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,155 | 269 | 0.0% | 0.0% | 227 | -2,907 | -41.16% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,141 | 268 | 0.01% | 0.01% | 228 | -100 | -2.36% | Q4 2025 | Feb 04, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 4,045 | 262 | 0.06% | — | 229 | +4,045 | New | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | No change | 3,829 | 248 | 0.07% | 0.06% | 230 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 3,735 | 241 | 0.0% | — | 231 | +3,735 | New | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,427 | 236 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 3,450 | 223 | 0.1% | — | 233 | +3,450 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,381 | 219 | 0.0% | 0.0% | 234 | -152 | -4.3% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,350 | 217 | 0.0% | 0.0% | 235 | +675 | 25.23% | Q4 2025 | Jan 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 3,269 | 211 | 0.01% | 0.01% | 236 | -3,480 | -51.56% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | New | 3,142 | 203 | 0.0% | — | 237 | +3,142 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 3,117 | 201 | 0.0% | — | 238 | +3,117 | New | Q4 2025 | Feb 17, 2026 |
| PenderFund Capital Management Ltd. | History | New | 2,900 | 187 | 0.03% | — | 239 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,754 | 178 | 0.0% | 0.0% | 240 | -10,486 | -79.2% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,571 | 166 | 0.0% | 0.0% | 241 | -331 | -11.41% | Q4 2025 | Feb 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,122 | 137 | 0.1% | 0.32% | 242 | -10,439 | -83.11% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,045 | 132 | 0.0% | 0.0% | 243 | +615 | 43.01% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,881 | 121 | 0.01% | 0.0% | 244 | +488 | 35.03% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 1,572 | 102 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,806 | 99 | 0.01% | 0.01% | 246 | -4,928 | -42.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,517 | 98 | 0.01% | 0.01% | 247 | -502 | -24.86% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,478 | 95 | 0.01% | — | 248 | +1,478 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,430 | 93 | 0.0% | 0.0% | 249 | +766 | 115.36% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 1,372 | 88 | 0.02% | — | 251 | +1,372 | New | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 1,369 | 88 | 0.0% | 0.0% | 250 | +3 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,355 | 87 | 0.0% | — | 252 | +1,355 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,315 | 85 | 0.0% | 0.0% | 253 | +109 | 9.04% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 1,155 | 74 | 0.0% | 0.0% | 254 | +519 | 81.6% | Q4 2025 | Feb 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 1,141 | 73 | 0.02% | — | 255 | +1,141 | New | Q4 2025 | Feb 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 5,100 | 72 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,076 | 69 | 0.0% | 0.0% | 257 | +76 | 7.6% | Q4 2025 | Feb 12, 2026 |
| METEORA CAPITAL, LLC | History | New | 1,000 | 64 | 0.01% | — | 258 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 980 | 63 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 919 | 59 | 0.0% | 0.0% | 260 | +352 | 62.08% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Reduced | 896 | 58 | 0.0% | 0.0% | 261 | -99 | -9.95% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 863 | 55 | 0.0% | 0.0% | 262 | +22 | 2.62% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 794 | 51 | 0.0% | 0.0% | 263 | +272 | 52.11% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 775 | 50 | 0.03% | — | 264 | +775 | New | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 740 | 47 | 0.0% | 0.0% | 265 | -14 | -1.86% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 45 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Grove Bank & Trust | History | No change | 697 | 45 | 0.01% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 467 | 30 | 0.0% | 0.0% | 268 | +71 | 17.93% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 434 | 28 | 0.0% | 0.0% | 270 | +354 | 442.5% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 433 | 28 | 0.0% | 0.0% | 269 | +18 | 4.34% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 382 | 24 | 0.0% | 0.0% | 271 | -177 | -31.66% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 325 | 21 | 0.0% | 0.0% | 272 | -1,929 | -85.58% | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | New | 297 | 19 | 0.0% | — | 274 | +297 | New | Q4 2025 | Jan 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 296 | 19 | 0.0% | 0.0% | 275 | +95 | 47.26% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 20,000 | 19 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Reduced | 285 | 18 | 0.0% | 0.04% | 277 | -2,836 | -90.87% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 281 | 18 | 0.0% | — | 276 | +268 | 2061.54% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | No change | 267 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 256 | 16 | 0.0% | 0.0% | 279 | +115 | 81.56% | Q4 2025 | Mar 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 225 | 14 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 294 | 13 | 0.0% | — | 282 | +294 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 205 | 13 | 0.0% | 0.0% | 283 | +90 | 78.26% | Q4 2025 | Jan 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 210 | 13 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 179 | 11 | 0.0% | 0.0% | 284 | -455 | -71.77% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 178 | 11 | 0.0% | — | 285 | +178 | New | Q4 2025 | Jan 09, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 157 | 10 | 0.0% | — | 287 | +157 | New | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | No change | 156 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 600 | 9 | 0.01% | — | 292 | +600 | New | Q4 2025 | Feb 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 145 | 9 | 0.0% | 0.0% | 289 | +90 | 163.64% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Added to | 153 | 9 | 0.0% | 0.0% | 288 | +25 | 19.53% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 151 | 9 | 0.0% | 0.0% | 291 | -15 | -9.04% | Q4 2025 | Jan 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 145 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Reduced | 136 | 8 | 0.0% | 0.01% | 293 | -8,696 | -98.46% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 126 | 8 | 0.0% | 0.0% | 295 | +80 | 173.91% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 130 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 138 | 8 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 113 | 7 | 0.0% | 0.01% | 298 | -212,253 | -99.95% | Q4 2025 | Jan 30, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 115 | 7 | 0.0% | 0.12% | 300 | -6,774 | -98.33% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 103 | 7 | 0.0% | 0.0% | 297 | -6,225 | -98.37% | Q4 2025 | Feb 05, 2026 |
| Elyxium Wealth, LLC | History | New | 112 | 7 | 0.0% | — | 304 | +112 | New | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 115 | 7 | 0.0% | 0.0% | 302 | +53 | 85.48% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 110 | 7 | 0.0% | 0.0% | 301 | -11 | -9.09% | Q4 2025 | Jan 13, 2026 |
| Independence Bank of Kentucky | History | No change | 123 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 100 | 6 | 0.0% | 0.0% | 307 | -100 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Leonteq Securities AG | History | Added to | 102 | 6 | 0.0% | 0.0% | 305 | +64 | 168.42% | Q4 2025 | Feb 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 82 | 5 | 0.0% | 0.0% | 308 | -11 | -11.83% | Q4 2025 | Jan 16, 2026 |
| BankPlus Trust Department | History | No change | 91 | 5 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 55 | 3 | 0.0% | — | 321 | +55 | New | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 53 | 3 | 0.0% | — | 316 | +53 | New | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 59 | 3 | 0.0% | 0.0% | 315 | +35 | 145.83% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 61 | 3 | 0.0% | 0.0% | 313 | -10 | -14.08% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 52 | 3 | 0.0% | 0.0% | 317 | +9 | 20.93% | Q4 2025 | Jan 28, 2026 |
| SouthState Bank Corp | History | No change | 61 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 47 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 54 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Red Tortoise LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WPG Advisers, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | No change | 59 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 40 | 2 | 0.0% | 0.0% | 332 | -50 | -55.56% | Q4 2025 | Jan 14, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 39 | 2 | 0.0% | — | 336 | +39 | New | Q4 2025 | Feb 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 32 | 2 | 0.0% | — | 333 | +32 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 45 | 2 | 0.0% | 0.0% | 323 | +11 | 32.35% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 41 | 2 | 0.0% | 0.0% | 325 | -10 | -19.61% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 33 | 2 | 0.0% | 0.0% | 334 | +8 | 32.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 32 | 2 | 0.0% | 0.0% | 324 | +5 | 18.52% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 34 | 2 | 0.0% | 0.0% | 328 | -1 | -2.86% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 31 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 37 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 344 | -355 | -94.41% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 356 | -79 | -79.8% | Q4 2025 | Jan 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 29 | 1 | 0.0% | — | 382 | +29 | New | Q4 2025 | Mar 05, 2026 |
| McMillan Office, Inc. | History | New | 27 | 1 | 0.0% | — | 381 | +27 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | New | 26 | 1 | 0.0% | — | 362 | +26 | New | Q4 2025 | Feb 24, 2026 |
| SHP Wealth Management | History | New | 25 | 1 | 0.0% | — | 359 | +25 | New | Q4 2025 | Mar 04, 2026 |
| SageView Advisory Group, LLC | History | New | 25 | 1 | 0.0% | — | 364 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 19 | 1 | 0.0% | — | 379 | +19 | New | Q4 2025 | Jan 27, 2026 |
| Wilkerson Advisory Group LLC | History | New | 17 | 1 | 0.0% | — | 380 | +17 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 16 | 1 | 0.0% | — | 374 | +16 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20 | 1 | 0.0% | — | 340 | +12 | 150.0% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 1 | 0.0% | — | 363 | +4 | 25.0% | Q4 2025 | Jan 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 367 | -4 | -15.38% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 22 | 1 | 0.0% | — | 360 | +3 | 15.79% | Q4 2025 | Feb 02, 2026 |
| Graney & King, LLC | History | Reduced | 16 | 1 | 0.0% | — | 377 | -1 | -5.88% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 18 | 1 | 0.0% | — | 338 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 21 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 30 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 26 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 18 | 1 | 0.0% | — | 343 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bangor Savings Bank | History | No change | 17 | 1 | 0.0% | — | 345 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cheviot Value Management, LLC | History | No change | 18 | 1 | 0.0% | — | 346 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Friedenthal Financial | History | No change | 20 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 19 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centerpoint Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | No change | 18 | 1 | 0.0% | — | 354 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 19 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 22 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Horizons Wealth Management | History | No change | 24 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Colonial Trust Co / SC | History | No change | 18 | 1 | 0.0% | — | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 16 | 1 | 0.0% | — | 369 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stephens Consulting, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financial Freedom, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 19 | 1 | 0.0% | — | 372 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | No change | 16 | 1 | 0.0% | — | 373 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 16 | 1 | 0.0% | — | 376 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pentwater Capital Management LP | History | Closed out | 0 | 0 | — | 1.3% | — | -4,370,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,107,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.23% | — | -592,783 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TIG Advisors, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -536,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -262,476 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -159,136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -148,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARINER INVESTMENT GROUP LLC | History | Closed out | 0 | 0 | — | 2.18% | — | -136,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -131,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -123,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -109,913 | -100.0% | Q3 2025 | Oct 29, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -100,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PSquared Asset Management AG | History | Closed out | 0 | 0 | — | 4.17% | — | -99,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -68,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,339 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -43,550 | -100.0% | Q3 2025 | Oct 07, 2025 |
| INGALLS & SNYDER LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,003 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| COBALT CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.61% | — | -25,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.83% | — | -23,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -22,427 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,191 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Clearline Capital LP | History | Closed out | 0 | 0 | — | 0.04% | — | -18,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,546 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -15,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,204 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,708 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,840 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,317 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,082 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,539 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,479 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,302 | -100.0% | Q3 2025 | Nov 12, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.07% | — | -6,703 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,633 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -5,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.03% | — | -5,465 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,856 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,844 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,682 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,494 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,029 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,154 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -1,522 | -100.0% | Q3 2025 | Nov 12, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,493 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -940 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -334 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -59 | -98.33% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Advisors | History | Reduced | 9 | 0 | — | 0.0% | — | -54 | -85.71% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 05, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HHM Wealth Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -26 | -63.41% | Q4 2025 | Jan 22, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cape Investment Advisory, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2 | 0 | — | — | — | -14 | -87.5% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Added to | 65 | 0 | — | — | — | +12 | 22.64% | Q4 2025 | Jan 23, 2026 |
| EFG International AG | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| CrossGen Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 19, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 19, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +8 | 160.0% | Q4 2025 | Feb 10, 2026 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Darwin Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 22, 2026 |
| Elevated Capital Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 20, 2026 |
| IFS Advisors, LLC | History | Reduced | 13 | 0 | — | — | — | -5 | -27.78% | Q4 2025 | Jan 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q4 2025 | Feb 02, 2026 |
| Cromwell Holdings LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Jan 20, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q4 2025 | Feb 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rialto Wealth Management, LLC | History | Reduced | 11 | 0 | — | — | — | -3 | -21.43% | Q4 2025 | Jan 12, 2026 |
| Basepoint Wealth LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Field & Main Bank | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 28, 2026 |
| Lavaca Capital LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| COUNTRY TRUST BANK | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pacific Center for Financial Services | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Security National Bank | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Clarity Asset Management, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighMark Wealth Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| High Note Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Concord Wealth Partners | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IAG Wealth Partners, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Wealth Strategies & Associates | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Coston, McIsaac & Partners | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CGC Financial Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Valued Wealth Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clayton Financial Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westfuller Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ransom Advisory, Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |