Brookfield Infrastructure Corp - BIPC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 7,348,603 | 333,626 | 0.01% | 0.0% | 1 | +498,430 | 7.28% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 6,497,426 | 294,983 | 0.02% | 0.02% | 2 | -1,242,239 | -16.05% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,022,513 | 273,406 | 0.0% | 0.0% | 3 | +31,529 | 0.53% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,289,204 | 240,120 | 0.08% | 0.05% | 4 | +492,354 | 10.26% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,556,306 | 206,856 | 0.02% | 0.01% | 5 | +209,756 | 4.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,165,872 | 189,130 | 0.01% | 0.01% | 6 | +1,041,474 | 33.33% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,526,053 | 160,083 | 0.03% | — | 7 | +3,526,053 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 3,489,975 | 158,446 | 0.08% | 0.07% | 8 | +71,814 | 2.1% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,824,144 | 128,213 | 0.18% | 0.16% | 9 | -92,164 | -3.16% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,592,739 | 117,710 | 0.13% | 0.12% | 10 | +59,214 | 2.34% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Reduced | 1,942,487 | 88,188 | 0.0% | 0.0% | 11 | -13,773 | -0.7% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,581,422 | 71,786 | 0.0% | 0.0% | 12 | -7,405 | -0.47% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 1,564,212 | 71,013 | 0.01% | — | 13 | +1,564,212 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,411,807 | 64,096 | 0.11% | 0.1% | 14 | -73,256 | -4.93% | Q4 2025 | Feb 12, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 1,372,082 | 62,292 | 1.39% | 1.24% | 15 | -74,968 | -5.18% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,371,718 | 62,075 | 0.25% | 0.24% | 16 | +5,664 | 0.41% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,225,171 | 55,444 | 0.34% | 0.32% | 17 | +31,464 | 2.64% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,221,127 | 55,439 | 0.04% | 0.04% | 18 | -62,437 | -4.86% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,198,945 | 54,468 | 0.04% | 0.04% | 19 | +3,950 | 0.33% | Q4 2025 | Feb 10, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,136,872 | 51,613 | 0.29% | 0.28% | 20 | -92,826 | -7.55% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,127,345 | 51,181 | 0.08% | 0.08% | 21 | +45,388 | 4.19% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,034,841 | 46,982 | 0.01% | 0.01% | 22 | +108,110 | 11.67% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 971,653 | 44,113 | 0.01% | 0.01% | 23 | +33,663 | 3.59% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 945,180 | 42,911 | 0.02% | 0.02% | 24 | -79,901 | -7.79% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 911,482 | 41,381 | 0.01% | 0.0% | 25 | +385,700 | 73.36% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 866,252 | 39,327 | 0.01% | 0.01% | 26 | -122,540 | -12.39% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 865,620 | 38,956 | 0.04% | 0.03% | 27 | +149,491 | 20.87% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 767,165 | 34,829 | 0.0% | 0.0% | 28 | -101,873 | -11.72% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 776,828 | 33,892 | 0.04% | 0.05% | 29 | +10,592 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 707,972 | 32,059 | 0.12% | 0.08% | 30 | +191,940 | 37.2% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 695,369 | 31,574 | 0.01% | 0.01% | 31 | -34,623 | -4.74% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 692,243 | 31,450 | 0.0% | 0.0% | 32 | +10,703 | 1.57% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 601,336 | 27,300 | 0.01% | 0.01% | 33 | -21,546 | -3.46% | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 581,579 | 26,403 | 0.0% | 0.0% | 34 | +91,454 | 18.66% | Q4 2025 | Mar 25, 2026 |
| CITIGROUP INC | History | Added to | 522,971 | 23,772 | 0.01% | 0.01% | 35 | +55,338 | 11.83% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 484,395 | 23,391 | 0.06% | 0.07% | 36 | -103,750 | -17.64% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 485,130 | 22,024 | 0.01% | 0.01% | 37 | +205,865 | 73.72% | Q4 2025 | Feb 13, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 427,910 | 19,427 | 0.4% | 0.47% | 38 | -138,372 | -24.44% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 397,046 | 18,025 | 0.0% | 0.0% | 39 | -7,856 | -1.94% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 348,026 | 15,818 | 0.0% | 0.0% | 40 | -17,488 | -4.78% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 343,133 | 15,578 | 0.0% | 0.0% | 41 | -4,678 | -1.34% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 320,619 | 14,556 | 0.02% | 0.01% | 42 | +139,688 | 77.21% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 314,941 | 14,298 | 0.0% | 0.0% | 43 | +35,218 | 12.59% | Q4 2025 | Feb 18, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 314,219 | 14,264 | 0.04% | 0.02% | 44 | +125,037 | 66.09% | Q4 2025 | Feb 10, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 303,852 | 13,800 | 0.41% | 0.4% | 45 | +3,259 | 1.08% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 259,029 | 11,759 | 0.0% | 0.0% | 46 | +65,389 | 33.77% | Q4 2025 | Feb 17, 2026 |
| Ninety One UK Ltd | History | Reduced | 258,831 | 11,750 | 0.03% | 0.03% | 47 | -78,279 | -23.22% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 257,686 | 11,698 | 0.01% | 0.01% | 48 | +3,399 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 256,435 | 11,642 | 0.02% | 0.01% | 49 | +146,497 | 133.25% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 235,677 | 10,720 | 0.01% | 0.01% | 50 | +3,000 | 1.29% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 229,857 | 10,436 | 0.0% | 0.0% | 51 | +65,271 | 39.66% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 193,659 | 8,792 | 0.15% | 0.08% | 52 | +11,359 | 6.23% | Q4 2025 | Feb 18, 2026 |
| Avalon Trust Co | History | Reduced | 192,004 | 8,716 | 0.56% | 0.52% | 53 | -1,165 | -0.6% | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 163,965 | 7,450 | 0.01% | 0.01% | 54 | +46,402 | 39.47% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 162,082 | 7,358 | 0.0% | 0.0% | 55 | -110,075 | -40.45% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 161,682 | 7,340 | 0.01% | 0.01% | 56 | -41,204 | -20.31% | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 152,314 | 6,915 | 0.42% | 0.4% | 57 | -1,698 | -1.1% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 147,720 | 6,706 | 0.0% | 0.0% | 58 | -1,238 | -0.83% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 145,735 | 6,616 | 0.0% | 0.0% | 59 | +800 | 0.55% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 144,152 | 6,543 | 0.01% | 0.01% | 60 | -7,534 | -4.97% | Q4 2025 | Feb 17, 2026 |
| OPAL CAPITAL LLC | History | New | 141,022 | 6,402 | 1.6% | — | 61 | +141,022 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 140,948 | 6,399 | 0.0% | 0.0% | 62 | -11,231 | -7.38% | Q4 2025 | Feb 12, 2026 |
| TrueMark Investments, LLC | History | New | 139,756 | 6,344 | 1.21% | — | 63 | +139,756 | New | Q4 2025 | Jan 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 135,566 | 6,154 | 0.13% | 0.13% | 64 | -9,379 | -6.47% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 123,526 | 5,608 | 0.01% | 0.01% | 65 | +13,424 | 12.19% | Q4 2025 | Feb 10, 2026 |
| Rice Partnership, LLC | History | Reduced | 116,184 | 5,274 | 0.71% | 0.69% | 66 | -2,126 | -1.8% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 114,103 | 5,187 | 0.0% | — | 67 | +114,103 | New | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 113,500 | 5,152 | 0.01% | 0.0% | 68 | +73,900 | 186.62% | Q4 2025 | Mar 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 113,046 | 5,132 | 0.78% | 0.73% | 69 | -297 | -0.26% | Q4 2025 | Feb 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 111,344 | 5,055 | 0.0% | — | 70 | +111,344 | New | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 100,417 | 4,559 | 0.01% | 0.01% | 71 | -13,500 | -11.85% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 98,115 | 4,454 | 0.0% | 0.0% | 72 | +73,122 | 292.57% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 96,274 | 4,370 | 0.0% | 0.0% | 73 | -6,685 | -6.49% | Q4 2025 | Feb 19, 2026 |
| SEI INVESTMENTS CO | History | Added to | 96,086 | 4,362 | 0.0% | 0.0% | 74 | +3,625 | 3.92% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 90,662 | 4,116 | 0.75% | 0.7% | 75 | -3,315 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 81,976 | 3,721 | 0.0% | 0.0% | 76 | -7,557 | -8.44% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 79,488 | 3,608 | 0.01% | 0.01% | 77 | -10,747 | -11.91% | Q4 2025 | Feb 13, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 78,720 | 3,573 | 0.83% | 0.77% | 78 | -1,490 | -1.86% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 76,869 | 3,489 | 0.02% | 0.02% | 79 | +22 | 0.03% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 75,722 | 3,437 | 0.0% | 0.0% | 80 | +48,556 | 178.74% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 74,582 | 3,388 | 0.03% | 0.03% | 81 | -1,430 | -1.88% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 70,963 | 3,221 | 0.04% | — | 82 | +70,963 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 70,132 | 3,183 | 0.21% | 0.12% | 83 | +46,198 | 193.02% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 69,349 | 3,149 | 0.0% | 0.0% | 84 | +4,095 | 6.28% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 68,534 | 3,111 | 0.0% | 0.0% | 85 | +12,533 | 22.38% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 67,313 | 3,056 | 0.02% | 0.01% | 86 | +625 | 0.94% | Q4 2025 | Jan 12, 2026 |
| Quantbot Technologies LP | History | Added to | 66,931 | 3,038 | 0.1% | 0.04% | 87 | +33,039 | 97.48% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 66,289 | 3,009 | 0.01% | 0.01% | 88 | -4,107 | -5.83% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | New | 62,632 | 2,843 | 0.05% | — | 89 | +62,632 | New | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 56,746 | 2,576 | 0.0% | 0.0% | 90 | +10,969 | 23.96% | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | Added to | 55,986 | 2,541 | 0.65% | 0.55% | 91 | +1,200 | 2.19% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,082 | 2,500 | 0.0% | 0.0% | 92 | +29,997 | 119.58% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 54,180 | 2,467 | 0.06% | 0.07% | 93 | -1,618 | -2.9% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,885 | 2,446 | 0.0% | 0.0% | 94 | +14,885 | 38.17% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 53,154 | 2,412 | 0.05% | — | 95 | +53,154 | New | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 48,089 | 2,183 | 0.09% | 0.08% | 96 | +4,418 | 10.12% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 46,434 | 2,108 | 0.0% | 0.0% | 97 | -971 | -2.05% | Q4 2025 | Feb 11, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 46,400 | 2,106 | 0.06% | 0.01% | 98 | +39,000 | 527.03% | Q4 2025 | Feb 02, 2026 |
| Weil Company, Inc. | History | Reduced | 46,350 | 2,104 | 0.48% | 0.47% | 99 | -991 | -2.09% | Q4 2025 | Jan 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 46,083 | 2,092 | 0.05% | 0.04% | 100 | -3,200 | -6.49% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 44,672 | 2,028 | 0.0% | 0.0% | 101 | +2,832 | 6.77% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 44,463 | 2,018 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 42,638 | 1,935 | 0.01% | 0.01% | 103 | +1,137 | 2.74% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,248 | 1,918 | 0.01% | 0.0% | 104 | +27,074 | 178.42% | Q4 2025 | Feb 05, 2026 |
| Barnett & Company, Inc. | History | Reduced | 42,050 | 1,909 | 1.54% | 1.35% | 105 | -500 | -1.18% | Q4 2025 | Feb 12, 2026 |
| BankPlus Trust Department | History | Added to | 41,956 | 1,904 | 0.5% | 0.44% | 106 | +2,151 | 5.4% | Q4 2025 | Jan 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 41,923 | 1,903 | 0.05% | 0.01% | 107 | +31,967 | 321.08% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 41,743 | 1,894 | 0.0% | — | 108 | +41,743 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 40,316 | 1,832 | 0.0% | 0.0% | 109 | +7,619 | 23.3% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 39,932 | 1,812 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 39,696 | 1,802 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Third View Private Wealth, LLC | History | New | 39,667 | 1,800 | 0.24% | — | 112 | +39,667 | New | Q4 2025 | Jan 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 39,143 | 1,777 | 0.01% | 0.01% | 113 | -426 | -1.08% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 38,858 | 1,764 | 0.03% | 0.02% | 114 | -129 | -0.33% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | Added to | 38,769 | 1,760 | 0.02% | 0.02% | 116 | +11,531 | 42.33% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,772 | 1,760 | 0.01% | 0.01% | 115 | +5,794 | 17.57% | Q4 2025 | Feb 18, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 38,425 | 1,744 | 0.88% | 0.84% | 117 | +225 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 37,702 | 1,711 | 0.0% | 0.0% | 118 | +7,681 | 25.59% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,415 | 1,698 | 0.01% | 0.01% | 119 | +54 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 36,955 | 1,677 | 0.02% | 0.02% | 120 | -3,169 | -7.9% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 36,176 | 1,644 | 0.01% | 0.0% | 121 | +989 | 2.81% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 35,619 | 1,617 | 0.0% | 0.0% | 122 | +2,171 | 6.49% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,039 | 1,590 | 0.0% | 0.0% | 123 | +453 | 1.31% | Q4 2025 | Mar 16, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 34,961 | 1,587 | 0.12% | 0.11% | 124 | -534 | -1.5% | Q4 2025 | Jan 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 34,629 | 1,572 | 0.01% | — | 125 | +34,629 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 32,900 | 1,493 | 0.01% | 0.0% | 126 | +23,700 | 257.61% | Q4 2025 | Feb 02, 2026 |
| Aquatic Capital Management LLC | History | New | 31,819 | 1,444 | 0.04% | — | 127 | +31,819 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 31,385 | 1,424 | 0.98% | 0.91% | 128 | +97 | 0.31% | Q4 2025 | Jan 22, 2026 |
| Verition Fund Management LLC | History | New | 29,842 | 1,354 | 0.01% | — | 129 | +29,842 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,803 | 1,353 | 0.01% | 0.01% | 130 | +239 | 0.81% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 29,084 | 1,320 | 0.09% | 0.11% | 131 | -2,830 | -8.87% | Q4 2025 | Feb 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 28,013 | 1,271 | 0.0% | 0.01% | 132 | -26,509 | -48.62% | Q4 2025 | Feb 17, 2026 |
| Addenda Capital Inc. | History | No change | 20,360 | 1,268 | 0.04% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 27,668 | 1,256 | 0.27% | 0.4% | 134 | -1,257 | -4.35% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 26,682 | 1,211 | 0.0% | 0.0% | 135 | -1,453 | -5.16% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 26,634 | 1,209 | 0.03% | 0.02% | 136 | +159 | 0.6% | Q4 2025 | Feb 05, 2026 |
| Hedeker Wealth, LLC | History | Added to | 26,091 | 1,184 | 0.25% | 0.22% | 137 | +165 | 0.64% | Q4 2025 | Jan 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 25,451 | 1,155 | 0.0% | 0.0% | 138 | -22,476 | -46.9% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 25,301 | 1,148 | 0.1% | 0.1% | 139 | -2,001 | -7.33% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,978 | 1,134 | 0.0% | 0.0% | 140 | -3,674 | -12.82% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,814 | 1,126 | 0.0% | 0.0% | 141 | -26,766 | -51.89% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,546 | 1,091 | 0.0% | 0.0% | 142 | +3,396 | 16.06% | Q4 2025 | Jan 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 22,969 | 1,042 | 0.01% | — | 143 | +22,969 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,819 | 1,036 | 0.0% | 0.0% | 144 | +12,837 | 128.6% | Q4 2025 | Jan 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 22,292 | 1,013 | 0.0% | 0.0% | 145 | +2,514 | 12.71% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 21,735 | 986 | 0.0% | 0.0% | 146 | -240 | -1.09% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 21,062 | 956 | 0.01% | 0.01% | 147 | +1,004 | 5.01% | Q4 2025 | Feb 05, 2026 |
| Voleon Capital Management LP | History | New | 20,927 | 950 | 0.02% | — | 148 | +20,927 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 20,931 | 950 | 0.01% | 0.01% | 149 | +4,690 | 28.88% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 20,739 | 942 | 0.08% | — | 150 | +20,739 | New | Q4 2025 | Feb 06, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 20,391 | 925 | 0.12% | 0.11% | 151 | +195 | 0.97% | Q4 2025 | Jan 07, 2026 |
| Pacifica Partners Inc. | History | Reduced | 20,465 | 922 | 0.41% | 0.31% | 152 | -110 | -0.53% | Q4 2025 | Jan 09, 2026 |
| Forest Hill Capital, LLC | History | No change | 20,100 | 912 | 0.47% | 0.49% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 19,942 | 905 | 0.27% | 0.26% | 154 | -1,772 | -8.16% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 19,129 | 866 | 0.0% | 0.01% | 155 | -303,164 | -94.06% | Q4 2025 | Mar 20, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 18,815 | 854 | 0.0% | 0.01% | 156 | -28,018 | -59.83% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,718 | 849 | 0.0% | 0.0% | 157 | +1,521 | 8.84% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,346 | 787 | 0.0% | 0.0% | 158 | -4,993 | -22.35% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,988 | 771 | 0.01% | 0.01% | 159 | +55 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 16,847 | 764 | 0.05% | 0.04% | 160 | +367 | 2.23% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,316 | 740 | 0.01% | 0.01% | 161 | +1,196 | 7.91% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 15,319 | 695 | 0.35% | 0.3% | 162 | +900 | 6.24% | Q4 2025 | Jan 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 15,142 | 687 | 0.0% | 0.0% | 163 | -8,935 | -37.11% | Q4 2025 | Feb 17, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 14,985 | 681 | 0.09% | 0.1% | 164 | -1,000 | -6.26% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,841 | 673 | 0.0% | 0.0% | 165 | +1,271 | 9.37% | Q4 2025 | Mar 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,852 | 628 | 0.0% | 0.0% | 166 | -1,334 | -8.78% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 13,600 | 617 | 0.0% | — | 167 | +13,600 | New | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 13,043 | 592 | 0.01% | 0.01% | 168 | +2,030 | 18.43% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,990 | 589 | 0.01% | 0.01% | 169 | +5,231 | 67.42% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,921 | 586 | 0.0% | 0.01% | 170 | -53,084 | -80.42% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,661 | 574 | 0.15% | 0.14% | 171 | +6 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,959 | 543 | 0.12% | — | 172 | +11,959 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,751 | 533 | 0.01% | 0.01% | 173 | +274 | 2.39% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | New | 11,697 | 531 | 0.0% | — | 174 | +11,697 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,525 | 523 | 0.0% | 0.0% | 175 | +2,149 | 22.92% | Q4 2025 | Jan 29, 2026 |
| XPONANCE LLC | History | Reduced | 11,466 | 520 | 0.0% | 0.0% | 176 | -82 | -0.71% | Q4 2025 | Feb 12, 2026 |
| Paragon Capital Management Ltd | History | Added to | 11,404 | 517 | 0.1% | 0.08% | 177 | +1,500 | 15.15% | Q4 2025 | Jan 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 11,242 | 510 | 0.04% | — | 178 | +11,242 | New | Q4 2025 | Feb 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 11,135 | 506 | 0.04% | 0.04% | 179 | -522 | -4.48% | Q4 2025 | Jan 20, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 11,146 | 505 | 0.28% | 0.28% | 180 | -262 | -2.3% | Q4 2025 | Feb 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 10,968 | 497 | 0.12% | 0.09% | 181 | +826 | 8.14% | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,238 | 464 | 0.01% | 0.01% | 182 | -1,035 | -9.18% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,175 | 461 | 0.0% | 0.0% | 183 | +597 | 6.23% | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 10,064 | 456 | 0.04% | 0.04% | 184 | +65 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,004 | 454 | 0.0% | 0.0% | 186 | +508 | 5.35% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,002 | 454 | 0.0% | 0.0% | 185 | +413 | 4.31% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 9,785 | 444 | 0.01% | 0.01% | 187 | -286 | -2.84% | Q4 2025 | Feb 11, 2026 |
| Guardian Partners Inc. | History | Added to | 8,793 | 430 | 0.03% | 0.03% | 188 | +1,419 | 19.24% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,292 | 422 | 0.0% | 0.0% | 189 | -128 | -1.36% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,192 | 417 | 0.0% | 0.0% | 190 | -4,007 | -30.36% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 9,076 | 412 | 0.0% | 0.0% | 191 | +1,213 | 15.43% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,985 | 407 | 0.0% | 0.0% | 192 | +3,214 | 55.69% | Q4 2025 | Feb 18, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 8,946 | 406 | 0.28% | 0.25% | 193 | +260 | 2.99% | Q4 2025 | Feb 02, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 8,595 | 390 | 0.01% | 0.01% | 194 | +170 | 2.02% | Q4 2025 | Feb 03, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 8,551 | 388 | 0.2% | 0.19% | 195 | -349 | -3.92% | Q4 2025 | Jan 28, 2026 |
| Herold Advisors, Inc. | History | Reduced | 8,516 | 386 | 0.09% | 0.09% | 196 | -847 | -9.05% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 8,501 | 385 | 0.01% | — | 197 | +8,501 | New | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 8,395 | 381 | 0.0% | — | 198 | +8,395 | New | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 7,975 | 362 | 0.0% | — | 199 | +7,975 | New | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 7,819 | 354 | 0.13% | 0.14% | 201 | -2,504 | -24.26% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,798 | 354 | 0.01% | 0.01% | 200 | +1,061 | 15.75% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,711 | 350 | 0.0% | 0.0% | 202 | +855 | 12.47% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,645 | 347 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 7,555 | 343 | 0.1% | 0.09% | 204 | -48 | -0.63% | Q4 2025 | Feb 06, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 7,455 | 338 | 0.28% | 0.27% | 205 | -205 | -2.68% | Q4 2025 | Feb 03, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 7,456 | 338 | 0.15% | 0.15% | 206 | -166 | -2.18% | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,423 | 337 | 0.0% | 0.0% | 207 | -108 | -1.43% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 7,371 | 334 | 0.06% | 0.04% | 208 | +1,403 | 23.51% | Q4 2025 | Jan 16, 2026 |
| OmniStar Financial Group, Inc. | History | New | 7,324 | 332 | 0.19% | — | 209 | +7,324 | New | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 7,176 | 325 | 0.2% | 0.2% | 210 | -109 | -1.5% | Q4 2025 | Jan 15, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 7,119 | 323 | 0.19% | 0.17% | 211 | -13 | -0.18% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 7,088 | 321 | 0.0% | 0.0% | 212 | -122 | -1.69% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 7,058 | 320 | 0.0% | 0.0% | 213 | +2,922 | 70.65% | Q4 2025 | Jan 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,986 | 317 | 0.01% | 0.01% | 214 | -1,361 | -16.31% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 6,801 | 308 | 0.02% | 0.02% | 215 | -190 | -2.72% | Q4 2025 | Feb 09, 2026 |
| Cannell & Spears LLC | History | No change | 6,690 | 303 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,544 | 297 | 0.0% | 0.0% | 217 | +103 | 1.6% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 6,471 | 293 | 0.0% | 0.0% | 218 | -13,054 | -66.86% | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 6,469 | 293 | 0.02% | — | 220 | +6,469 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,446 | 293 | 0.0% | 0.0% | 219 | +754 | 13.25% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,418 | 291 | 0.0% | 0.0% | 221 | -169 | -2.57% | Q4 2025 | Feb 02, 2026 |
| Abel Hall, LLC | History | New | 6,392 | 290 | 0.07% | — | 222 | +6,392 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,174 | 280 | 0.0% | — | 223 | +6,174 | New | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,068 | 275 | 0.0% | 0.0% | 224 | -3,032 | -33.32% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 6,052 | 274 | 0.0% | 0.0% | 225 | +451 | 8.05% | Q4 2025 | Jan 26, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 6,023 | 273 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 6,002 | 272 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Advocate Investing Services LLC | History | New | 5,938 | 269 | 0.24% | — | 229 | +5,938 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | No change | 5,947 | 269 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 5,917 | 268 | 0.04% | 0.04% | 230 | -321 | -5.15% | Q4 2025 | Jan 22, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,717 | 259 | 0.0% | — | 231 | +5,717 | New | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,657 | 256 | 0.0% | 0.0% | 232 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 5,524 | 250 | 0.0% | 0.0% | 233 | +649 | 13.31% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,223 | 237 | 0.01% | 0.01% | 234 | -130 | -2.43% | Q4 2025 | Jan 27, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 5,191 | 236 | 0.01% | 0.01% | 235 | -122 | -2.3% | Q4 2025 | Feb 10, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,157 | 234 | 0.0% | 0.0% | 236 | -187 | -3.5% | Q4 2025 | Feb 11, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 5,093 | 231 | 0.02% | 0.02% | 237 | +2 | 0.04% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 4,981 | 226 | 0.0% | 0.0% | 238 | +789 | 18.82% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | New | 4,959 | 225 | 0.0% | — | 239 | +4,959 | New | Q4 2025 | Feb 13, 2026 |
| BOWEN HANES & CO INC | History | No change | 4,927 | 224 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 4,846 | 220 | 0.08% | — | 241 | +4,846 | New | Q4 2025 | Jan 08, 2026 |
| Douglas Lane & Associates, LLC | History | New | 4,800 | 217 | 0.0% | — | 242 | +4,800 | New | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,789 | 217 | 0.0% | — | 243 | +4,789 | New | Q4 2025 | Feb 06, 2026 |
| Principle Wealth Partners LLC | History | New | 4,699 | 213 | 0.01% | — | 245 | +4,699 | New | Q4 2025 | Feb 06, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 4,697 | 213 | 0.0% | 0.0% | 244 | -168 | -3.45% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,690 | 212 | 0.0% | — | 246 | +4,690 | New | Q4 2025 | Feb 11, 2026 |
| Curated Wealth Partners LLC | History | New | 4,635 | 210 | 0.02% | — | 247 | +4,635 | New | Q4 2025 | Jan 12, 2026 |
| Arkadios Wealth Advisors | History | New | 4,503 | 204 | 0.0% | — | 248 | +4,503 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | New | 4,476 | 203 | 0.0% | — | 249 | +4,476 | New | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,432 | 201 | 0.0% | — | 250 | +4,432 | New | Q4 2025 | Feb 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 4,426 | 200 | 0.01% | 0.01% | 251 | -507 | -10.28% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,392 | 199 | 0.0% | 0.0% | 252 | +466 | 11.87% | Q4 2025 | Jan 20, 2026 |
| CHELSEA COUNSEL CO | History | No change | 4,350 | 197 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| BFSG, LLC | History | No change | 4,000 | 181 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | Reduced | 3,871 | 176 | 0.09% | 0.09% | 255 | -25 | -0.64% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,787 | 172 | 0.0% | 0.0% | 256 | -118 | -3.02% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 3,082 | 139 | 0.01% | 0.0% | 257 | +1,963 | 175.42% | Q4 2025 | Jan 05, 2026 |
| Neo Ivy Capital Management | History | New | 2,822 | 128 | 0.02% | — | 258 | +2,822 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,765 | 125 | 0.0% | 0.0% | 259 | -138 | -4.75% | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,510 | 113 | 0.02% | 0.01% | 260 | -10 | -0.4% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 2,097 | 95 | 0.04% | 0.04% | 261 | -60 | -2.78% | Q4 2025 | Jan 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 1,993 | 90 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,890 | 85 | 0.0% | — | 263 | +1,890 | New | Q4 2025 | Feb 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,674 | 76 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,598 | 72 | 0.0% | 0.0% | 265 | +164 | 11.44% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,520 | 69 | 0.0% | 0.0% | 266 | +292 | 23.78% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 1,483 | 67 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,465 | 66 | 0.06% | 0.02% | 268 | -3,578 | -70.95% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,448 | 65 | 0.0% | 0.0% | 269 | +1,384 | 2162.5% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,412 | 64 | 0.0% | 0.0% | 270 | -812 | -36.51% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,199 | 54 | 0.01% | — | 272 | +1,199 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,194 | 54 | 0.0% | 0.0% | 271 | -46 | -3.71% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,152 | 52 | 0.01% | 0.0% | 274 | +1,105 | 2351.06% | Q4 2025 | Mar 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,147 | 52 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,074 | 48 | 0.0% | 0.0% | 275 | -64 | -5.62% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,000 | 45 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 934 | 42 | 0.0% | — | 277 | +934 | New | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 935 | 42 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 908 | 41 | 0.0% | 0.0% | 279 | -6 | -0.66% | Q4 2025 | Feb 02, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 901 | 40 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | Reduced | 854 | 38 | 0.0% | 0.0% | 282 | -85 | -9.05% | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | No change | 841 | 38 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 808 | 36 | 0.0% | 0.0% | 283 | +220 | 37.41% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 750 | 34 | 0.02% | — | 285 | +750 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 750 | 34 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aviso Financial Inc. | History | Added to | 724 | 32 | 0.0% | 0.0% | 287 | +524 | 262.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 714 | 32 | 0.0% | 0.0% | 286 | +48 | 7.21% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 630 | 28 | 0.0% | 0.0% | 288 | -182 | -22.41% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 599 | 27 | 0.0% | 0.0% | 291 | -3 | -0.5% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 600 | 27 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | No change | 588 | 27 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 572 | 25 | 0.0% | 0.0% | 292 | -901 | -61.17% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 481 | 21 | 0.0% | 0.0% | 293 | -27 | -5.31% | Q4 2025 | Feb 03, 2026 |
| Gold Investment Management Ltd. | History | Added to | 441 | 20 | 0.01% | 0.0% | 295 | +119 | 36.96% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 454 | 20 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Centerpoint Advisors, LLC | History | No change | 410 | 19 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 414 | 19 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 417 | 18 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 401 | 18 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 375 | 17 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 394 | 17 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 365 | 16 | 0.0% | — | 304 | +365 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 355 | 16 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 373 | 16 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 341 | 15 | 0.0% | 0.0% | 305 | +8 | 2.4% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 300 | 13 | 0.01% | — | 306 | +300 | New | Q4 2025 | Mar 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 275 | 12 | 0.0% | — | 307 | +275 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 284 | 12 | 0.0% | 0.0% | 308 | -20 | -6.58% | Q4 2025 | Feb 10, 2026 |
| Creative Capital Management Investments LLC | History | New | 249 | 11 | 0.0% | — | 311 | +249 | New | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 244 | 11 | 0.0% | 0.0% | 310 | +80 | 48.78% | Q4 2025 | Feb 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 249 | 11 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | New | 228 | 10 | 0.0% | — | 312 | +228 | New | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 237 | 10 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 205 | 9 | 0.0% | 0.0% | 314 | +61 | 42.36% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 214 | 9 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WealthCollab, LLC | History | No change | 220 | 9 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hilltop National Bank | History | No change | 200 | 9 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Purpose Unlimited Inc. | History | New | 186 | 8 | 0.0% | — | 322 | +186 | New | Q4 2025 | Mar 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 185 | 8 | 0.0% | 0.0% | 321 | +35 | 23.33% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 190 | 8 | 0.0% | 0.0% | 320 | +13 | 7.34% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 187 | 8 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | New | 150 | 6 | 0.0% | — | 325 | +150 | New | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gen-Wealth Partners Inc | History | No change | 151 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pandora Wealth, Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Reduced | 129 | 5 | 0.0% | 0.02% | 332 | -390 | -75.14% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 120 | 5 | 0.0% | — | 330 | +120 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 115 | 5 | 0.0% | — | 328 | +115 | New | Q4 2025 | Feb 13, 2026 |
| JCIC Asset Management Inc. | History | No change | 121 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank & Trust Co | History | No change | 124 | 5 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 101 | 4 | 0.0% | 0.0% | 334 | +2 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HFM Investment Advisors, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 80 | 3 | 0.0% | 0.0% | 337 | -9 | -10.11% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 84 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 50 | 2 | 0.0% | — | 342 | +50 | New | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 49 | 2 | 0.0% | — | 338 | +49 | New | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | Added to | 46 | 2 | 0.0% | — | 341 | +30 | 187.5% | Q4 2025 | Jan 08, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 45 | 2 | 0.0% | 0.0% | 340 | -25 | -35.71% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 61 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 44 | 1 | 0.0% | — | 355 | +44 | New | Q4 2025 | Jan 30, 2026 |
| Ramirez Asset Management, Inc. | History | New | 43 | 1 | 0.0% | — | 350 | +43 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 41 | 1 | 0.0% | — | 349 | +41 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 37 | 1 | 0.0% | — | 357 | +37 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 36 | 1 | 0.0% | — | 356 | +36 | New | Q4 2025 | Feb 19, 2026 |
| MidFirst Bank | History | New | 25 | 1 | 0.0% | — | 354 | +25 | New | Q4 2025 | Feb 25, 2026 |
| CX Institutional | History | New | 24 | 1 | 0.0% | — | 347 | +24 | New | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 44 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 23 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | No change | 24 | 1 | 0.0% | — | 348 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -163,224 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 16.24% | — | -85,070 | -100.0% | Q3 2025 | Dec 09, 2025 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 1.1% | — | -65,261 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -36,375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -20,523 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,689 | -100.0% | Q3 2025 | Oct 16, 2025 |
| A&I FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -14,957 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,064 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,190 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -6,273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,843 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stamos Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,944 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,513 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Torren Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 16 | 0 | — | 0.0% | — | -16 | -50.0% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 20, 2026 |
| Tacita Capital Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Avion Wealth | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |