Brookfield Infrastructure Partners L.P. - BIP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 49,753,406 | 1,728,433 | 0.28% | — | 1 | +49,753,406 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 31,407,038 | 1,091,080 | 0.56% | 0.53% | 2 | -568,564 | -1.78% | Q4 2025 | Feb 02, 2026 |
| Capital World Investors | History | Added to | 31,104,057 | 1,081,180 | 0.15% | 0.14% | 3 | +86,068 | 0.28% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,025,960 | 973,621 | 0.34% | 0.36% | 4 | -263,667 | -0.93% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 9,184,457 | 319,068 | 0.24% | 0.28% | 5 | -1,757,703 | -16.06% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 8,559,336 | 297,698 | 0.72% | 0.76% | 6 | +589,915 | 7.4% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 7,610,855 | 264,165 | 1.06% | 1.03% | 7 | +243,472 | 3.3% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,303,348 | 253,719 | 0.19% | 0.17% | 8 | +143,184 | 2.0% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 7,015,901 | 244,192 | 0.2% | 0.18% | 9 | +259,074 | 3.83% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,688,284 | 232,350 | 0.37% | 0.39% | 10 | +24,650 | 0.37% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,307,915 | 183,931 | 0.17% | 0.18% | 11 | -332,200 | -5.89% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 4,786,274 | 166,371 | 0.25% | 0.23% | 12 | +295,600 | 6.58% | Q4 2025 | Feb 17, 2026 |
| CCLA Investment Management | History | Added to | 4,710,064 | 163,627 | 2.62% | 2.34% | 13 | +254,170 | 5.7% | Q4 2025 | Jan 22, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 4,686,497 | 162,808 | 0.2% | 0.18% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 3,937,332 | 136,864 | 0.36% | 0.21% | 15 | +1,947,576 | 97.88% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 3,343,528 | 116,154 | 0.01% | 0.0% | 16 | +1,271,823 | 61.39% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,243,218 | 112,669 | 0.01% | 0.01% | 17 | +1,317,669 | 68.43% | Q4 2025 | Mar 25, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,069,402 | 106,525 | 0.13% | 0.21% | 18 | -2,227,809 | -42.06% | Q4 2025 | Feb 18, 2026 |
| CI INVESTMENTS INC. | History | Added to | 2,889,580 | 100,384 | 0.44% | 0.34% | 19 | +3,716 | 0.13% | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | Reduced | 2,720,906 | 94,579 | 0.07% | 0.07% | 20 | -51,984 | -1.87% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 2,592,339 | 90,057 | 0.2% | 0.06% | 21 | +1,762,436 | 212.37% | Q4 2025 | Feb 17, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 2,448,770 | 85,231 | 2.81% | 2.93% | 22 | -52,594 | -2.1% | Q4 2025 | Feb 13, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 2,395,384 | 83,260 | 2.39% | 2.36% | 23 | +29,750 | 1.26% | Q4 2025 | Feb 02, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 2,382,890 | 82,831 | 0.44% | 0.4% | 24 | +260,682 | 12.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 2,197,491 | 76,382 | 0.11% | 0.17% | 25 | -666,163 | -23.26% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 2,088,744 | 72,562 | 0.01% | 0.01% | 26 | -195,309 | -8.55% | Q4 2025 | Feb 19, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 1,878,459 | 65,257 | 0.17% | 0.17% | 27 | -33,537 | -1.75% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 1,842,718 | 64,143 | 0.5% | 0.53% | 28 | +73,984 | 4.18% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,781,545 | 62,056 | 0.05% | — | 29 | +1,781,545 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,665,061 | 57,802 | 0.36% | 0.34% | 30 | +108,574 | 6.98% | Q4 2025 | Jan 27, 2026 |
| SIG North Trading, ULC | History | Added to | 1,548,364 | 53,790 | 0.98% | 0.95% | 31 | +77,722 | 5.28% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,479,882 | 51,395 | 0.2% | 0.21% | 32 | -117,802 | -7.37% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,104,277 | 38,362 | 0.05% | 0.04% | 33 | +308,824 | 38.82% | Q4 2025 | Feb 17, 2026 |
| Addenda Capital Inc. | History | Reduced | 795,755 | 37,965 | 1.11% | 1.09% | 34 | -6,369 | -0.79% | Q4 2025 | Jan 22, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 904,943 | 31,455 | 0.14% | 0.31% | 35 | -1,224,177 | -57.5% | Q4 2025 | Feb 17, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | New | 643,160 | 30,685 | 2.61% | — | 36 | +643,160 | New | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 870,427 | 30,238 | 0.01% | 0.01% | 37 | +6,041 | 0.7% | Q4 2025 | Feb 18, 2026 |
| BOWEN HANES & CO INC | History | Added to | 742,523 | 25,795 | 0.65% | 0.61% | 38 | +4,500 | 0.61% | Q4 2025 | Feb 10, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 702,294 | 24,417 | 0.68% | 0.7% | 39 | -60,772 | -7.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 693,300 | 24,085 | 0.05% | 0.01% | 40 | +591,200 | 579.04% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 611,953 | 21,281 | 0.63% | 0.68% | 41 | -23,737 | -3.73% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 589,501 | 20,479 | 0.0% | 0.0% | 42 | +474,621 | 413.15% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 547,847 | 19,032 | 0.0% | 0.0% | 43 | +155,036 | 39.47% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 518,495 | 18,012 | 0.0% | 0.0% | 44 | +13,312 | 2.64% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 492,770 | 17,370 | 0.43% | 0.46% | 45 | -17,943 | -3.51% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 493,220 | 17,134 | 0.1% | 0.1% | 46 | -11,682 | -2.31% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 484,294 | 16,824 | 0.03% | 0.03% | 47 | -24,555 | -4.83% | Q4 2025 | Feb 12, 2026 |
| Aviso Financial Inc. | History | Added to | 463,164 | 16,100 | 0.61% | 0.6% | 48 | +13,905 | 3.1% | Q4 2025 | Feb 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 417,500 | 14,503 | 0.21% | 0.35% | 49 | -333,500 | -44.41% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | Added to | 376,000 | 13,062 | 0.05% | 0.01% | 50 | +294,200 | 359.66% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 374,176 | 12,998 | 0.02% | 0.02% | 51 | +4,106 | 1.11% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 372,860 | 12,953 | 0.04% | 0.04% | 52 | +64,636 | 20.97% | Q4 2025 | Feb 12, 2026 |
| Munro Partners | History | Added to | 356,240 | 12,375 | 0.32% | 0.16% | 53 | +178,000 | 99.87% | Q4 2025 | Feb 17, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 347,863 | 12,084 | 0.91% | 0.8% | 54 | -12,187 | -3.38% | Q4 2025 | Feb 12, 2026 |
| Purpose Unlimited Inc. | History | New | 340,130 | 11,822 | 0.54% | — | 55 | +340,130 | New | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 334,208 | 11,610 | 0.0% | 0.0% | 56 | -80,687 | -19.45% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 328,429 | 11,409 | 0.01% | 0.0% | 57 | +205,651 | 167.5% | Q4 2025 | Feb 13, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 320,741 | 11,146 | 0.84% | 0.79% | 58 | -5,566 | -1.71% | Q4 2025 | Jan 27, 2026 |
| Clearbridge Investments, LLC | History | Added to | 301,968 | 10,490 | 0.01% | 0.01% | 59 | +18,593 | 6.56% | Q4 2025 | Feb 11, 2026 |
| Voleon Capital Management LP | History | Added to | 287,661 | 9,993 | 0.21% | 0.09% | 60 | +177,020 | 159.99% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 261,653 | 9,523 | 0.03% | 0.03% | 61 | -1,391 | -0.53% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 253,990 | 8,823 | 0.0% | 0.0% | 62 | +19,214 | 8.18% | Q4 2025 | Feb 10, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 250,071 | 8,687 | 2.63% | 2.5% | 63 | -6,726 | -2.62% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 236,224 | 8,206 | 0.0% | 0.0% | 64 | -1,588 | -0.67% | Q4 2025 | Feb 17, 2026 |
| Summerhill Capital Management lnc. | History | Reduced | 232,424 | 8,075 | 7.46% | 7.99% | 65 | -1,040 | -0.45% | Q4 2025 | Feb 03, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 210,000 | 7,295 | 0.16% | 0.16% | 66 | -44,000 | -17.32% | Q4 2025 | Feb 17, 2026 |
| Deltroit Asset Management (UK) LLP | History | New | 208,290 | 7,235 | 1.05% | — | 67 | +208,290 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 207,294 | 7,201 | 0.0% | 0.0% | 68 | +10,949 | 5.58% | Q4 2025 | Feb 11, 2026 |
| Cannell & Spears LLC | History | No change | 193,549 | 6,723 | 0.13% | 0.12% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 191,991 | 6,669 | 0.0% | 0.0% | 70 | -195,660 | -50.47% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 187,313 | 6,507 | 0.5% | 0.48% | 71 | +12,373 | 7.07% | Q4 2025 | Feb 03, 2026 |
| Avalon Trust Co | History | No change | 186,980 | 6,495 | 0.42% | 0.4% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alberta Investment Management Corp | History | Reduced | 185,950 | 6,463 | 0.04% | 0.04% | 73 | -3,600 | -1.9% | Q4 2025 | Feb 19, 2026 |
| PCJ Investment Counsel Ltd. | History | Added to | 183,780 | 6,386 | 1.58% | 1.55% | 74 | +14,680 | 8.68% | Q4 2025 | Feb 10, 2026 |
| Gold Investment Management Ltd. | History | Added to | 172,723 | 6,004 | 1.92% | 1.88% | 75 | +3,123 | 1.84% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 165,425 | 5,746 | 0.01% | 0.01% | 76 | +1,764 | 1.08% | Q4 2025 | Mar 16, 2026 |
| UBS Group AG | History | Reduced | 150,432 | 5,226 | 0.0% | 0.0% | 77 | -18,563 | -10.98% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 149,416 | 5,197 | 0.03% | 0.03% | 78 | -30 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Tacita Capital Inc | History | Added to | 143,021 | 4,974 | 2.88% | 2.83% | 79 | +754 | 0.53% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 142,539 | 4,951 | 0.01% | 0.01% | 80 | +19 | 0.01% | Q4 2025 | Feb 11, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 139,647 | 4,851 | 0.49% | 0.42% | 81 | -10,047 | -6.71% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 136,117 | 4,728 | 0.03% | 0.03% | 82 | +3,633 | 2.74% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 134,382 | 4,671 | 0.03% | 0.03% | 83 | -9,094 | -6.34% | Q4 2025 | Feb 11, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 131,580 | 4,574 | 0.1% | 0.11% | 84 | -7,231 | -5.21% | Q4 2025 | Feb 17, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 124,900 | 4,339 | 0.35% | — | 85 | +124,900 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 118,409 | 4,113 | 0.03% | 0.04% | 86 | -149 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 106,424 | 3,697 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 102,000 | 3,543 | 2.06% | 1.9% | 88 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Hyperion Capital Advisors LP | History | No change | 96,019 | 3,335 | 1.63% | 1.69% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 95,723 | 3,325 | 0.01% | 0.01% | 90 | +12,487 | 15.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 93,526 | 3,249 | 0.0% | 0.0% | 91 | -1,295 | -1.37% | Q4 2025 | Feb 06, 2026 |
| Herold Advisors, Inc. | History | Reduced | 92,511 | 3,213 | 0.72% | 0.74% | 92 | -4,118 | -4.26% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 90,716 | 3,157 | 0.0% | 0.0% | 93 | +38,256 | 72.92% | Q4 2025 | Feb 17, 2026 |
| Ninepoint Partners LP | History | New | 85,637 | 2,975 | 0.33% | — | 94 | +85,637 | New | Q4 2025 | Feb 17, 2026 |
| Tranquility Partners, LLC | History | Reduced | 83,345 | 2,895 | 1.04% | 0.93% | 95 | -149 | -0.18% | Q4 2025 | Feb 03, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 82,998 | 2,883 | 1.34% | 1.61% | 96 | -20,414 | -19.74% | Q4 2025 | Jan 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 76,539 | 2,659 | 0.0% | 0.0% | 97 | -614 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Northside Capital Management, LLC | History | Reduced | 76,373 | 2,653 | 0.23% | 0.24% | 98 | -2,350 | -2.99% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 75,678 | 2,629 | 0.03% | 0.03% | 99 | -1,393 | -1.81% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Added to | 75,366 | 2,618 | 0.23% | 0.15% | 100 | +26,268 | 53.5% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Added to | 75,000 | 2,605 | 0.0% | 0.0% | 101 | +55,500 | 284.62% | Q4 2025 | Mar 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 74,118 | 2,574 | 0.01% | 0.01% | 102 | +1,426 | 1.96% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 73,352 | 2,548 | 0.28% | 0.28% | 103 | -1,648 | -2.2% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 71,652 | 2,489 | 0.0% | 0.0% | 104 | +1,059 | 1.5% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 70,614 | 2,453 | 0.0% | 0.0% | 105 | +36,382 | 106.28% | Q4 2025 | Jan 09, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 70,274 | 2,442 | 0.01% | 0.01% | 106 | +21,312 | 43.53% | Q4 2025 | Feb 13, 2026 |
| DAVIS-REA LTD. | History | Added to | 69,605 | 2,418 | 0.61% | 0.52% | 107 | +4,904 | 7.58% | Q4 2025 | Jan 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 69,402 | 2,411 | 0.09% | 0.09% | 108 | -7,000 | -9.16% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,603 | 2,383 | 0.01% | 0.01% | 109 | +2,656 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 66,270 | 2,302 | 0.0% | 0.0% | 110 | -37,215 | -35.96% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 64,472 | 2,239 | 0.0% | 0.0% | 111 | +13,912 | 27.52% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 63,381 | 2,201 | 0.02% | 0.02% | 112 | -1,400 | -2.16% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 63,191 | 2,195 | 0.0% | 0.0% | 113 | +3,608 | 6.06% | Q4 2025 | Feb 17, 2026 |
| Select Equity Group, L.P. | History | Reduced | 62,951 | 2,186 | 0.01% | 0.04% | 114 | -225,452 | -78.17% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,491 | 2,136 | 0.0% | 0.0% | 115 | +19,382 | 46.03% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 59,815 | 2,077 | 0.0% | 0.0% | 116 | -7,956 | -11.74% | Q4 2025 | Feb 06, 2026 |
| Groupe la Francaise | History | New | 58,914 | 2,046 | 0.03% | — | 117 | +58,914 | New | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 58,564 | 2,034 | 0.0% | 0.0% | 118 | +52,710 | 900.41% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,748 | 2,006 | 0.0% | 0.0% | 119 | -1,498 | -2.53% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 57,738 | 2,005 | 0.13% | 0.13% | 120 | -1,049 | -1.78% | Q4 2025 | Jan 21, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 57,053 | 1,982 | 0.24% | 0.24% | 121 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Investment Management Corp of Ontario | History | Added to | 56,530 | 1,963 | 0.03% | 0.01% | 122 | +39,430 | 230.58% | Q4 2025 | Feb 17, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 56,209 | 1,952 | 0.25% | 0.26% | 123 | -4,228 | -7.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 53,779 | 1,868 | 0.0% | 0.0% | 124 | +18,234 | 51.3% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 52,199 | 1,813 | 0.05% | 0.06% | 125 | -2,888 | -5.24% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 52,140 | 1,811 | 0.09% | 0.09% | 126 | +12,235 | 30.66% | Q4 2025 | Feb 12, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 51,106 | 1,775 | 1.49% | 1.47% | 127 | -771 | -1.49% | Q4 2025 | Feb 03, 2026 |
| Value Partners Investments Inc. | History | Added to | 50,785 | 1,767 | 0.14% | 0.13% | 128 | +1,834 | 3.75% | Q4 2025 | Jan 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 50,400 | 1,750 | 0.16% | — | 129 | +50,400 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 47,783 | 1,659 | 0.02% | — | 130 | +47,783 | New | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 46,286 | 1,607 | 0.02% | 0.02% | 131 | +505 | 1.1% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 45,259 | 1,572 | 0.03% | 0.03% | 132 | +141 | 0.31% | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Reduced | 44,022 | 1,524 | 0.01% | 0.01% | 133 | -605 | -1.36% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,540 | 1,512 | 0.0% | 0.0% | 134 | -10,329 | -19.17% | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 40,792 | 1,417 | 0.31% | 0.3% | 135 | +403 | 1.0% | Q4 2025 | Feb 12, 2026 |
| CHELSEA COUNSEL CO | History | No change | 39,150 | 1,376 | 0.59% | 0.57% | 136 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 38,600 | 1,341 | 0.0% | 0.0% | 137 | -7,000 | -15.35% | Q4 2025 | Feb 17, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 38,430 | 1,335 | 0.61% | 0.63% | 138 | -2,675 | -6.51% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 38,399 | 1,333 | 0.0% | 0.0% | 139 | +548 | 1.45% | Q4 2025 | Jan 30, 2026 |
| Sage Investment Counsel LLC | History | No change | 37,803 | 1,313 | 1.44% | 1.38% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 37,727 | 1,311 | 0.02% | 0.02% | 141 | -937 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 37,597 | 1,303 | 0.0% | 0.0% | 142 | +6,413 | 20.57% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 36,783 | 1,277 | 0.37% | 0.35% | 143 | -16 | -0.04% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,358 | 1,228 | 0.01% | 0.01% | 144 | +636 | 1.83% | Q4 2025 | Feb 12, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 35,226 | 1,226 | 0.08% | 0.08% | 145 | -464 | -1.3% | Q4 2025 | Feb 05, 2026 |
| JT Stratford LLC | History | Reduced | 34,850 | 1,210 | 0.16% | 0.33% | 146 | -39,229 | -52.96% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 34,793 | 1,209 | 0.0% | 0.0% | 147 | +358 | 1.04% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 34,621 | 1,204 | 0.0% | 0.0% | 148 | +11,361 | 48.84% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 34,635 | 1,203 | 0.04% | 0.04% | 149 | -262 | -0.75% | Q4 2025 | Feb 10, 2026 |
| Gryphon Financial Partners LLC | History | No change | 33,900 | 1,177 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 31,549 | 1,096 | 0.19% | — | 151 | +31,549 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 29,913 | 1,039 | 0.16% | 0.2% | 152 | -6,439 | -17.71% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,648 | 995 | 0.0% | 0.0% | 153 | +141 | 0.49% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 28,441 | 988 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MRP Capital Investments, LLC | History | Added to | 28,175 | 978 | 0.82% | 0.68% | 155 | +4,600 | 19.51% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 20,166 | 962 | 0.0% | 0.0% | 156 | +15,196 | 305.75% | Q4 2025 | Feb 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 27,407 | 952 | 0.65% | 0.62% | 157 | -87 | -0.32% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Reduced | 26,833 | 932 | 0.02% | 0.06% | 158 | -9,542 | -26.23% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 26,769 | 929 | 0.0% | 0.0% | 159 | +1,412 | 5.57% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,105 | 906 | 0.0% | 0.0% | 160 | +700 | 2.76% | Q4 2025 | Mar 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,067 | 905 | 0.0% | 0.0% | 161 | +2,442 | 10.34% | Q4 2025 | Feb 02, 2026 |
| Callahan Advisors, LLC | History | No change | 25,376 | 881 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,189 | 867 | 0.0% | 0.0% | 163 | +500 | 2.03% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 24,585 | 854 | 0.02% | 0.02% | 164 | -1,286 | -4.97% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,797 | 826 | 0.0% | 0.0% | 165 | -489 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 23,501 | 816 | 0.0% | 0.0% | 166 | -417 | -1.74% | Q4 2025 | Feb 13, 2026 |
| AVENIR CORP | History | No change | 23,071 | 801 | 0.09% | 0.08% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,827 | 793 | 0.0% | 0.0% | 168 | +1,746 | 8.28% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,665 | 787 | 0.0% | 0.0% | 169 | -815 | -3.47% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 22,633 | 786 | 0.11% | 0.12% | 170 | -1,370 | -5.71% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 20,640 | 717 | 0.01% | 0.0% | 171 | +18,655 | 939.8% | Q4 2025 | Feb 06, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 19,181 | 667 | 0.09% | 0.11% | 172 | -3,448 | -15.24% | Q4 2025 | Feb 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 19,227 | 667 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 18,552 | 644 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 17,450 | 606 | 0.32% | 0.32% | 175 | -1,125 | -6.06% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 17,189 | 597 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | Added to | 16,511 | 573 | 0.01% | 0.01% | 177 | +157 | 0.96% | Q4 2025 | Feb 10, 2026 |
| Canton Hathaway, LLC | History | Reduced | 16,350 | 567 | 0.11% | 0.1% | 178 | -57 | -0.35% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,204 | 562 | 0.0% | 0.0% | 179 | -565 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 15,823 | 549 | 0.28% | — | 180 | +15,823 | New | Q4 2025 | Feb 18, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 15,390 | 534 | 0.01% | 0.01% | 181 | -4,865 | -24.02% | Q4 2025 | Feb 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 15,075 | 523 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 15,057 | 523 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,004 | 521 | 0.0% | 0.0% | 184 | -35,532 | -70.31% | Q4 2025 | Feb 05, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 14,977 | 520 | 0.0% | 0.0% | 185 | -600 | -3.85% | Q4 2025 | Feb 13, 2026 |
| Lakewood Asset Management LLC | History | No change | 14,369 | 499 | 0.29% | 0.29% | 186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,788 | 479 | 0.01% | 0.0% | 187 | +2,007 | 17.04% | Q4 2025 | Jan 20, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 13,501 | 469 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 13,316 | 462 | 0.15% | 0.03% | 189 | +10,558 | 382.81% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,212 | 458 | 0.0% | 0.0% | 190 | +1,005 | 8.23% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,162 | 457 | 0.0% | — | 191 | +13,162 | New | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | No change | 12,842 | 446 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,796 | 444 | 0.0% | 0.0% | 193 | +762 | 6.33% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,464 | 432 | 0.01% | 0.01% | 194 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,289 | 419 | 0.01% | 0.01% | 195 | +9 | 0.07% | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,982 | 416 | 0.03% | 0.03% | 196 | +183 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 11,626 | 409 | 0.18% | 0.16% | 197 | +55 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | New | 11,291 | 392 | 0.04% | — | 198 | +11,291 | New | Q4 2025 | Jan 28, 2026 |
| Vivaldi Capital Management LP | History | No change | 11,250 | 390 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 11,022 | 382 | 0.06% | 0.06% | 200 | +48 | 0.44% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,941 | 380 | 0.0% | 0.0% | 201 | -516 | -4.5% | Q4 2025 | Feb 17, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Reduced | 10,867 | 377 | 0.14% | 0.13% | 202 | -85 | -0.78% | Q4 2025 | Feb 09, 2026 |
| Citizens National Bank Trust Department | History | No change | 10,309 | 358 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 10,083 | 350 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 9,996 | 347 | 0.0% | — | 205 | +9,996 | New | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,811 | 340 | 0.02% | 0.02% | 206 | -1,410 | -12.57% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 9,750 | 338 | 0.03% | — | 208 | +9,750 | New | Q4 2025 | Feb 25, 2026 |
| Lido Advisors, LLC | History | Added to | 10,262 | 338 | 0.0% | 0.0% | 207 | +20 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 9,558 | 332 | 0.02% | 0.02% | 209 | +21 | 0.22% | Q4 2025 | Jan 20, 2026 |
| Rare Wolf Capital LLC | History | New | 9,412 | 326 | 0.2% | — | 211 | +9,412 | New | Q4 2025 | Feb 19, 2026 |
| State of Wyoming | History | Added to | 9,401 | 326 | 0.04% | 0.02% | 210 | +3,761 | 66.68% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,340 | 324 | 0.01% | 0.01% | 212 | +1,500 | 19.13% | Q4 2025 | Jan 12, 2026 |
| TBH Global Asset Management, LLC | History | No change | 9,297 | 322 | 0.05% | 0.06% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 9,250 | 321 | 0.01% | 0.01% | 214 | +58 | 0.63% | Q4 2025 | Jan 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 9,126 | 317 | 0.0% | — | 215 | +9,126 | New | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 8,884 | 309 | 0.0% | 0.0% | 216 | -549 | -5.82% | Q4 2025 | Jan 26, 2026 |
| One Capital Management, LLC | History | New | 8,851 | 307 | 0.01% | — | 218 | +8,851 | New | Q4 2025 | Feb 10, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 8,862 | 307 | 0.0% | 0.0% | 217 | -25 | -0.28% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,771 | 304 | 0.01% | — | 220 | +8,771 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,758 | 304 | 0.0% | 0.0% | 219 | +400 | 4.79% | Q4 2025 | Feb 18, 2026 |
| Choate Investment Advisors | History | Reduced | 8,325 | 289 | 0.01% | 0.01% | 221 | -150 | -1.77% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,290 | 287 | 0.0% | 0.01% | 222 | -6,049 | -42.19% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,262 | 287 | 0.0% | 0.0% | 223 | +1,143 | 16.06% | Q4 2025 | Feb 09, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 8,182 | 284 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Morse Asset Management, Inc | History | No change | 8,000 | 277 | 0.06% | 0.05% | 225 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,666 | 266 | 0.0% | 0.0% | 226 | -550 | -6.69% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 7,653 | 265 | 0.0% | — | 227 | +7,653 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,606 | 264 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | No change | 7,582 | 263 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | New | 7,375 | 256 | 0.01% | — | 230 | +7,375 | New | Q4 2025 | Jan 26, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,126 | 247 | 0.01% | 0.01% | 231 | +31 | 0.44% | Q4 2025 | Jan 29, 2026 |
| GWN SECURITIES INC. | History | New | 7,053 | 245 | 0.05% | — | 232 | +7,053 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,039 | 244 | 0.0% | 0.0% | 233 | +197 | 2.88% | Q4 2025 | Feb 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 6,994 | 242 | 0.06% | — | 234 | +6,994 | New | Q4 2025 | Jan 09, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,896 | 239 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,882 | 239 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 6,860 | 238 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mirador Capital Partners LP | History | Reduced | 6,832 | 237 | 0.03% | 0.03% | 238 | -112 | -1.61% | Q4 2025 | Jan 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,774 | 235 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,725 | 234 | 0.02% | 0.02% | 241 | -1,820 | -21.3% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 6,750 | 234 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tyche Wealth Partners LLC | History | No change | 6,756 | 234 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Added to | 6,599 | 229 | 0.0% | 0.0% | 243 | +6,300 | 2107.02% | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 6,558 | 227 | 0.03% | 0.03% | 244 | +75 | 1.16% | Q4 2025 | Feb 06, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,521 | 226 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | New | 6,409 | 222 | 0.0% | — | 246 | +6,409 | New | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | New | 6,325 | 219 | 0.0% | — | 247 | +6,325 | New | Q4 2025 | Jan 23, 2026 |
| Gilman Hill Asset Management, LLC | History | New | 6,319 | 219 | 0.03% | — | 248 | +6,319 | New | Q4 2025 | Jan 12, 2026 |
| Intrua Financial, LLC | History | New | 6,287 | 218 | 0.02% | — | 249 | +6,287 | New | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 6,236 | 216 | 0.0% | — | 250 | +6,236 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Counsel, LLC | History | New | 6,711 | 213 | 0.06% | — | 251 | +6,711 | New | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | No change | 6,154 | 213 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Boston Trust Walden Corp | History | New | 6,050 | 210 | 0.0% | — | 253 | +6,050 | New | Q4 2025 | Jan 28, 2026 |
| Glenview Trust Co | History | New | 6,000 | 208 | 0.0% | — | 254 | +6,000 | New | Q4 2025 | Feb 09, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 5,921 | 205 | 0.1% | 0.06% | 255 | +2,721 | 85.03% | Q4 2025 | Feb 13, 2026 |
| JCIC Asset Management Inc. | History | Added to | 5,589 | 194 | 0.06% | 0.05% | 256 | +345 | 6.58% | Q4 2025 | Jan 22, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 5,128 | 178 | 0.04% | 0.04% | 257 | +170 | 3.43% | Q4 2025 | Jan 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,725 | 164 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 4,651 | 161 | 0.04% | 0.05% | 259 | -879 | -15.9% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 4,499 | 156 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | No change | 4,400 | 153 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,869 | 134 | 0.0% | — | 262 | +3,869 | New | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 3,762 | 130 | 0.02% | 0.02% | 265 | -525 | -12.25% | Q4 2025 | Jan 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,767 | 130 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sawyer & Company, Inc | History | No change | 3,750 | 130 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Guinness Asset Management LTD | History | Added to | 3,357 | 116 | 0.0% | 0.0% | 266 | +905 | 36.91% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 3,215 | 111 | 0.0% | 0.0% | 267 | +970 | 43.21% | Q4 2025 | Jan 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,200 | 111 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NVWM, LLC | History | No change | 3,075 | 106 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,919 | 101 | 0.0% | 0.0% | 270 | +3 | 0.1% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 2,880 | 100 | 0.0% | 0.0% | 272 | +429 | 17.5% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,893 | 100 | 0.01% | 0.01% | 271 | +85 | 3.03% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,875 | 99 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,700 | 93 | 0.06% | 0.05% | 274 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,661 | 92 | 0.0% | 0.0% | 275 | +11 | 0.42% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,434 | 84 | 0.0% | 0.0% | 276 | -5,387 | -68.88% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 2,277 | 79 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 2,209 | 76 | 0.0% | 0.0% | 278 | +2,044 | 1238.79% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,160 | 75 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 2,025 | 70 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacifica Partners Inc. | History | Added to | 2,023 | 69 | 0.03% | 0.0% | 281 | +1,873 | 1248.67% | Q4 2025 | Jan 09, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 1,875 | 65 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GoalVest Advisory LLC | History | No change | 1,697 | 58 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Truvestments Capital LLC | History | No change | 1,500 | 52 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | New | 1,450 | 50 | 0.01% | — | 285 | +1,450 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,412 | 49 | 0.0% | 0.0% | 286 | +624 | 79.19% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,404 | 49 | 0.0% | 0.0% | 287 | +436 | 45.04% | Q4 2025 | Jan 21, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 1,340 | 46 | 0.0% | 0.07% | 289 | -18,100 | -93.11% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,343 | 46 | 0.02% | 0.02% | 288 | +16 | 1.21% | Q4 2025 | Jan 21, 2026 |
| Hillsdale Investment Management Inc. | History | New | 1,288 | 44 | 0.0% | — | 290 | +1,288 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 1,256 | 43 | 0.0% | 0.0% | 291 | +1,061 | 544.1% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,200 | 41 | 0.01% | — | 292 | +1,200 | New | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,171 | 40 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,170 | 40 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bank & Trust Co | History | No change | 1,125 | 39 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 975 | 33 | 0.0% | 0.0% | 298 | +675 | 225.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | No change | 950 | 33 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 972 | 33 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 887 | 30 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | No change | 808 | 28 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 804 | 27 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 757 | 26 | 0.01% | — | 303 | +757 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 760 | 26 | 0.0% | 0.0% | 302 | +23 | 3.12% | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | No change | 700 | 24 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | No change | 675 | 23 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ancora Advisors LLC | History | No change | 625 | 21 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 558 | 19 | 0.0% | 0.0% | 309 | +7 | 1.27% | Q4 2025 | Jan 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 562 | 19 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 562 | 19 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 450 | 16 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 461 | 16 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| NBT BANK N A /NY | History | No change | 450 | 15 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 415 | 14 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 424 | 14 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 355 | 12 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 333 | 11 | 0.01% | — | 318 | +333 | New | Q4 2025 | Feb 19, 2026 |
| Guinness Atkinson Asset Management Inc | History | New | 320 | 11 | 0.01% | — | 316 | +320 | New | Q4 2025 | Feb 10, 2026 |
| BIRCHBROOK, INC. | History | No change | 340 | 11 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 300 | 10 | 0.01% | 0.0% | 319 | -530 | -63.86% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 303 | 10 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 300 | 10 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PFS Partners, LLC | History | Added to | 273 | 9 | 0.0% | 0.0% | 322 | +3 | 1.11% | Q4 2025 | Jan 16, 2026 |
| North Star Investment Management Corp. | History | No change | 250 | 8 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 225 | 7 | 0.0% | 0.0% | 325 | -2,611 | -92.07% | Q4 2025 | Feb 04, 2026 |
| Quattro Advisors LLC | History | New | 185 | 6 | 0.0% | — | 326 | +185 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 169 | 5 | 0.0% | — | 330 | +169 | New | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 166 | 5 | 0.0% | — | 332 | +166 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 150 | 5 | 0.0% | 0.0% | 331 | -150 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Added to | 146 | 5 | 0.0% | 0.0% | 328 | +35 | 31.53% | Q4 2025 | Jan 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 165 | 5 | 0.0% | 0.0% | 329 | -6 | -3.51% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 160 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 112 | 3 | 0.0% | — | 334 | +112 | New | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | No change | 90 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 57 | 1 | 0.0% | — | 340 | +57 | New | Q4 2025 | Jan 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 45 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 50 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Investors Research Corp | History | No change | 30 | 1 | 0.0% | — | 341 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -138,330 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -83,926 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,680 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,434 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -6,750 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -4,565 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,592 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Evelyn Partners Investment Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,162 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versant Capital Management, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |