BADGER METER INC - BMI
Detailed investor-level table based on 13F positions.
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 | Reduced | 5,129,382 | 894,615 | 0.02% | 0.02% | 1 | -71,881 | -1.38% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,979,893 | 694,133 | 0.01% | 0.01% | 2 | +19,585 | 0.49% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,458,574 | 254,389 | 0.01% | 0.01% | 3 | +55,589 | 3.96% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 876,854 | 152,950 | 0.01% | 0.01% | 4 | +4,035 | 0.46% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Reduced | 766,093 | 133,614 | 0.02% | 0.03% | 5 | -204,126 | -21.04% | Q4 2025 | Feb 19, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 754,402 | 131,592 | 0.13% | 0.09% | 6 | +212,448 | 39.2% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 720,969 | 125,744 | 0.01% | 0.01% | 7 | -31,303 | -4.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 712,650 | 124,293 | 0.02% | 0.01% | 8 | +335,953 | 89.18% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 510,649 | 89,068 | 0.02% | 0.02% | 9 | +47,467 | 10.25% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | Added to | 507,692 | 88,546 | 0.67% | 0.43% | 10 | +177,653 | 53.83% | Q4 2025 | Jan 28, 2026 |
| NORGES BANK | History | New | 480,588 | 83,819 | 0.01% | — | 11 | +480,588 | New | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Added to | 413,987 | 72,157 | 0.02% | 0.02% | 12 | +12,319 | 3.07% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 399,927 | 69,751 | 0.01% | 0.01% | 13 | +7,867 | 2.01% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 386,287 | 67,372 | 0.0% | 0.01% | 14 | -116,884 | -23.23% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 361,926 | 63,123 | 0.05% | 0.03% | 15 | +100,635 | 38.51% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 341,350 | 59,534 | 0.04% | 0.05% | 16 | -20,148 | -5.57% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 316,331 | 55,171 | 0.01% | 0.01% | 17 | -433 | -0.14% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 304,555 | 53,117 | 0.01% | 0.01% | 18 | -16,930 | -5.27% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Added to | 300,046 | 52,331 | 0.14% | 0.12% | 19 | +45,623 | 17.93% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 280,557 | 48,931 | 0.13% | 0.13% | 20 | -7,089 | -2.46% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 280,157 | 48,862 | 0.04% | 0.03% | 21 | +88,126 | 45.89% | Q4 2025 | Feb 13, 2026 |
| BOWEN HANES & CO INC | History | Added to | 257,280 | 44,872 | 1.13% | 0.26% | 22 | +198,305 | 336.25% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 249,620 | 43,537 | 0.0% | 0.0% | 23 | +3,629 | 1.48% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 248,467 | 43,336 | 0.06% | 0.07% | 24 | +4,833 | 1.98% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 212,285 | 37,024 | 0.07% | 0.05% | 25 | +71,195 | 50.46% | Q4 2025 | Mar 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 210,216 | 36,663 | 0.01% | 0.01% | 26 | -25,942 | -10.99% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 178,960 | 31,212 | 1.13% | 1.22% | 27 | -205 | -0.11% | Q4 2025 | Jan 27, 2026 |
| Legal & General Group Plc | History | Reduced | 178,844 | 31,192 | 0.01% | 0.01% | 28 | -66 | -0.04% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 178,843 | 31,191 | 0.01% | 0.0% | 29 | +138,434 | 342.58% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 178,560 | 31,141 | 0.01% | — | 30 | +178,560 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 175,498 | 30,608 | 0.02% | 0.01% | 31 | +10,496 | 6.36% | Q4 2025 | Feb 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 174,899 | 30,504 | 0.02% | 0.01% | 32 | +68,614 | 64.56% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 166,908 | 29,110 | 0.07% | 0.04% | 33 | +66,208 | 65.75% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 166,407 | 29,023 | 0.04% | 0.04% | 34 | +20,624 | 14.15% | Q4 2025 | Feb 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 162,962 | 28,422 | 0.1% | 0.08% | 35 | +32,097 | 24.53% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 137,060 | 27,908 | 0.05% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 159,511 | 27,820 | 0.05% | 88.65% | 37 | +52,584 | 49.18% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 140,456 | 24,496 | 0.01% | 0.01% | 38 | -34,926 | -19.91% | Q4 2025 | Feb 17, 2026 |
| Robeco Schweiz AG | History | Added to | 139,222 | 24,281 | 0.54% | 0.3% | 39 | +65,624 | 89.17% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 138,400 | 24,138 | 0.04% | 0.05% | 40 | -58,800 | -29.82% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 136,406 | 23,790 | 0.01% | 0.01% | 41 | +6,445 | 4.96% | Q4 2025 | Feb 12, 2026 |
| FUNDSMITH INVESTMENT SERVICES LTD. | History | New | 132,631 | 23,132 | 0.42% | — | 42 | +132,631 | New | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | New | 130,393 | 22,741 | 0.38% | — | 43 | +130,393 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 125,408 | 21,872 | 0.0% | 0.0% | 44 | -12,960 | -9.37% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 120,421 | 21,379 | 0.01% | 0.01% | 45 | -165 | -0.14% | Q4 2025 | Feb 18, 2026 |
| DF DENT & CO INC | History | Reduced | 121,832 | 21,248 | 0.31% | 0.3% | 46 | -6,131 | -4.79% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Reduced | 113,025 | 19,712 | 0.03% | 0.03% | 47 | -9 | -0.01% | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 112,349 | 19,594 | 0.01% | 0.0% | 48 | +24,191 | 27.44% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 111,818 | 19,502 | 0.02% | 0.02% | 49 | -7,747 | -6.48% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 108,839 | 18,982 | 0.02% | 0.02% | 50 | -7,671 | -6.58% | Q4 2025 | Feb 11, 2026 |
| Select Equity Group, L.P. | History | Added to | 107,870 | 18,813 | 0.08% | 0.06% | 51 | +24,684 | 29.67% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 105,919 | 18,473 | 0.05% | 0.05% | 52 | +13,083 | 14.09% | Q4 2025 | Feb 17, 2026 |
| MAIRS & POWER INC | History | Reduced | 102,813 | 17,931 | 0.17% | 0.17% | 53 | -1,046 | -1.01% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 102,550 | 17,885 | 0.12% | — | 54 | +102,550 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 102,032 | 17,795 | 0.06% | 0.08% | 55 | -12,939 | -11.25% | Q4 2025 | Feb 13, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 101,519 | 17,705 | 1.45% | 1.54% | 56 | -108,225 | -51.6% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 101,233 | 17,656 | 0.12% | 0.1% | 57 | +13,011 | 14.75% | Q4 2025 | Jan 09, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 100,526 | 17,532 | 0.14% | 0.12% | 58 | +20,287 | 25.28% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 97,619 | 17,025 | 0.02% | 0.03% | 59 | -53,467 | -35.39% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 95,662 | 16,684 | 0.05% | 0.03% | 60 | +50,949 | 113.95% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 93,725 | 16,346 | 0.16% | 0.16% | 61 | +250 | 0.27% | Q4 2025 | Feb 05, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | Reduced | 107,716 | 15,996 | 0.23% | 0.35% | 62 | -1,598 | -1.46% | Q4 2025 | Jan 22, 2026 |
| EULAV Asset Management | History | No change | 91,200 | 15,906 | 0.42% | 0.38% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 85,437 | 14,901 | 1.78% | 1.9% | 64 | -821 | -0.95% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 85,033 | 14,830 | 0.0% | 0.0% | 65 | +17,438 | 25.8% | Q4 2025 | Feb 13, 2026 |
| DUDLEY & SHANLEY, INC. | History | New | 82,695 | 14,422 | 2.32% | — | 66 | +82,695 | New | Q4 2025 | Jan 09, 2026 |
| ALPS ADVISORS INC | History | Reduced | 79,202 | 13,813 | 0.08% | 0.08% | 67 | -3,366 | -4.08% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 78,301 | 13,656 | 0.0% | 0.0% | 68 | +412 | 0.53% | Q4 2025 | Feb 13, 2026 |
| LBP AM SA | History | Added to | 77,078 | 13,443 | 0.16% | 0.08% | 69 | +39,365 | 104.38% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 76,599 | 13,359 | 0.02% | 0.02% | 70 | +6,111 | 8.67% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 75,858 | 13,230 | 0.02% | 0.03% | 71 | +3,542 | 4.9% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 73,152 | 12,758 | 0.0% | 0.0% | 72 | -47,003 | -39.12% | Q4 2025 | Feb 17, 2026 |
| Triodos Investment Management BV | History | No change | 65,000 | 11,584 | 0.84% | 0.84% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 65,507 | 11,416 | 0.01% | 0.0% | 74 | +45,262 | 223.57% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 63,622 | 11,096 | 0.02% | 0.03% | 75 | -20,512 | -24.38% | Q4 2025 | Jan 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 62,737 | 10,941 | 0.0% | 0.0% | 76 | +16,490 | 35.66% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Reduced | 62,258 | 10,858 | 0.02% | 0.02% | 77 | -13,482 | -17.8% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 58,200 | 10,150 | 0.01% | 0.01% | 78 | +1,100 | 1.93% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 55,988 | 9,764 | 0.05% | — | 79 | +55,988 | New | Q4 2025 | Feb 04, 2026 |
| BARCLAYS PLC | History | Reduced | 55,501 | 9,679 | 0.0% | 0.0% | 80 | -12,790 | -18.73% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 54,501 | 9,505 | 0.08% | 0.1% | 81 | +477 | 0.88% | Q4 2025 | Feb 17, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 51,938 | 9,058 | 0.1% | 0.11% | 82 | -1,123 | -2.12% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 51,382 | 8,961 | 0.01% | 0.01% | 83 | -1,838 | -3.45% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,226 | 8,759 | 0.0% | 0.01% | 84 | -10,994 | -17.96% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 50,181 | 8,752 | 0.15% | 0.16% | 85 | +1,346 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 49,760 | 8,678 | 0.01% | 0.02% | 86 | -2,613 | -4.99% | Q4 2025 | Feb 11, 2026 |
| MIROVA | History | Reduced | 48,840 | 8,518 | 1.23% | 1.24% | 87 | -331 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 47,356 | 8,401 | 0.01% | 0.01% | 88 | +4,588 | 10.73% | Q4 2025 | Jan 28, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | New | 47,749 | 8,328 | 0.55% | — | 89 | +47,749 | New | Q4 2025 | Feb 06, 2026 |
| Candriam S.C.A. | History | Added to | 47,297 | 8,249 | 0.04% | 0.04% | 90 | +5,230 | 12.43% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,890 | 7,306 | 0.0% | 0.0% | 91 | +3,016 | 7.76% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,970 | 6,971 | 0.01% | 0.01% | 92 | +422 | 1.07% | Q4 2025 | Feb 10, 2026 |
| Capital Innovations LLC | History | New | 39,375 | 6,867 | 1.96% | — | 93 | +39,375 | New | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 38,600 | 6,732 | 0.03% | 0.03% | 94 | +1,800 | 4.89% | Q4 2025 | Jan 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 37,789 | 6,590 | 0.0% | 0.01% | 95 | -17,931 | -32.18% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Added to | 35,623 | 6,340 | 0.05% | 0.04% | 96 | +14,621 | 69.62% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 36,073 | 6,291 | 0.0% | 0.0% | 97 | +876 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 34,284 | 5,979 | 0.14% | 0.15% | 98 | +1 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palisades Investment Partners, LLC | History | Reduced | 33,945 | 5,920 | 2.24% | 2.4% | 99 | -241 | -0.7% | Q4 2025 | Jan 20, 2026 |
| Perpetual Ltd | History | Reduced | 33,289 | 5,805 | 0.08% | 0.09% | 100 | -8,446 | -20.24% | Q4 2025 | Jan 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 32,919 | 5,742 | 0.0% | 0.01% | 101 | +461 | 1.42% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 32,158 | 5,608 | 0.01% | 0.0% | 102 | +26,004 | 422.55% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 31,493 | 5,492 | 1.61% | 1.68% | 103 | -3,656 | -10.4% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 31,474 | 5,489 | 0.02% | 0.01% | 104 | +5,667 | 21.96% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 31,434 | 5,482 | 0.02% | 0.02% | 105 | +2,776 | 9.69% | Q4 2025 | Jan 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 30,777 | 5,363 | 0.01% | 0.01% | 106 | -6,433 | -17.29% | Q4 2025 | Feb 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 30,077 | 5,245 | 0.02% | 0.02% | 107 | +3,609 | 13.64% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 29,687 | 5,177 | 0.01% | 0.01% | 108 | +111 | 0.38% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,627 | 5,171 | 0.01% | 0.01% | 109 | -11,901 | -28.66% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,880 | 5,036 | 0.0% | 0.0% | 110 | +1,213 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 28,818 | 5,026 | 0.24% | 0.14% | 111 | +11,896 | 70.3% | Q4 2025 | Feb 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 28,607 | 4,989 | 0.0% | 0.0% | 112 | +20,662 | 260.06% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 28,096 | 4,900 | 0.0% | 0.01% | 113 | +307 | 1.1% | Q4 2025 | Feb 17, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 27,523 | 4,800 | 0.03% | 0.05% | 114 | -20,943 | -43.21% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 27,511 | 4,798 | 0.01% | 0.01% | 115 | -2,041 | -6.91% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,207 | 4,745 | 0.0% | 0.0% | 116 | -24,983 | -47.87% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 26,468 | 4,616 | 0.01% | 0.01% | 117 | -991 | -3.61% | Q4 2025 | Jan 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 26,291 | 4,585 | 1.18% | 1.17% | 118 | +1,066 | 4.23% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,124 | 4,556 | 0.01% | 0.01% | 119 | -423 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 25,366 | 4,424 | 0.15% | 0.15% | 120 | +1,413 | 5.9% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,934 | 4,398 | 0.0% | 0.0% | 121 | +7,259 | 41.07% | Q4 2025 | Mar 20, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 25,000 | 4,360 | 0.28% | 0.19% | 122 | +10,000 | 66.67% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 24,018 | 4,188 | 0.22% | 0.23% | 123 | +37 | 0.15% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 22,945 | 4,001 | 0.04% | 0.06% | 124 | -14,901 | -39.37% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 22,423 | 3,910 | 0.07% | 0.08% | 125 | -3,365 | -13.05% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,275 | 3,885 | 0.0% | 0.0% | 126 | +14,572 | 189.17% | Q4 2025 | Jan 09, 2026 |
| Vident Advisory, LLC | History | Added to | 21,855 | 3,811 | 0.03% | 0.03% | 127 | +1,386 | 6.77% | Q4 2025 | Feb 18, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 21,380 | 3,728 | 0.01% | 0.02% | 128 | -93 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 20,994 | 3,661 | 0.01% | 0.01% | 129 | -3,093 | -12.84% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 20,828 | 3,632 | 0.05% | 0.04% | 130 | +2,657 | 14.62% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,250 | 3,532 | 0.01% | 0.01% | 131 | -1,010 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Cardinal Capital Management | History | Added to | 20,165 | 3,516 | 0.47% | 0.5% | 132 | +75 | 0.37% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 19,860 | 3,463 | 0.0% | 0.0% | 133 | +2,400 | 13.75% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,932 | 3,442 | 0.0% | 0.01% | 134 | -47 | -0.25% | Q4 2025 | Jan 08, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 19,170 | 3,343 | 0.0% | 0.01% | 135 | -1,318 | -6.43% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Added to | 18,750 | 3,270 | 0.01% | 0.01% | 136 | +9,306 | 98.54% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,523 | 3,230 | 0.0% | 0.0% | 137 | -34,993 | -65.39% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,678 | 3,083 | 0.0% | 0.01% | 138 | -227,678 | -92.79% | Q4 2025 | Feb 17, 2026 |
| BLI - Banque de Luxembourg Investments | History | Added to | 17,000 | 3,030 | 0.09% | 0.07% | 139 | +3,000 | 21.43% | Q4 2025 | Feb 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 17,310 | 3,019 | 0.6% | 0.63% | 140 | +166 | 0.97% | Q4 2025 | Jan 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 16,604 | 2,895 | 0.01% | 0.01% | 141 | -779 | -4.48% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 16,252 | 2,834 | 0.0% | 0.0% | 142 | -15,084 | -48.14% | Q4 2025 | Feb 13, 2026 |
| Farrow Financial, Inc. | History | Reduced | 16,152 | 2,817 | 1.62% | 1.7% | 143 | -215 | -1.31% | Q4 2025 | Jan 27, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 16,057 | 2,800 | 0.04% | 0.05% | 144 | -3,812 | -19.19% | Q4 2025 | Feb 11, 2026 |
| Tower View Wealth Management LLC | History | Added to | 15,887 | 2,770 | 1.37% | 1.43% | 145 | +373 | 2.4% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 15,390 | 2,684 | 0.0% | 0.0% | 146 | -128 | -0.82% | Q4 2025 | Feb 17, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 14,558 | 2,645 | 0.08% | 0.09% | 147 | -4,140 | -22.14% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,006 | 2,617 | 0.03% | 0.03% | 148 | +177 | 1.19% | Q4 2025 | Jan 23, 2026 |
| DnB Asset Management AS | History | Added to | 14,628 | 2,551 | 0.01% | 0.01% | 149 | +5,005 | 52.01% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,495 | 2,528 | 0.0% | — | 150 | +14,495 | New | Q4 2025 | Feb 13, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | Reduced | 14,010 | 2,443 | 0.59% | 0.8% | 151 | -4,482 | -24.24% | Q4 2025 | Jan 09, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 13,786 | 2,404 | 0.03% | 0.04% | 152 | -3,034 | -18.04% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 13,618 | 2,375 | 0.0% | 0.0% | 153 | -1,467 | -9.72% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 13,500 | 2,354 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,466 | 2,348 | 0.0% | 0.0% | 155 | +599 | 4.66% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,336 | 2,325 | 0.0% | 0.0% | 156 | -1,771 | -11.72% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 13,038 | 2,273 | 0.03% | 0.03% | 157 | +262 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 12,800 | 2,232 | 0.04% | 0.05% | 158 | -39 | -0.3% | Q4 2025 | Jan 26, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 12,728 | 2,219 | 0.22% | 0.23% | 159 | -163 | -1.26% | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Added to | 12,556 | 2,189 | 0.0% | 0.0% | 160 | +30 | 0.24% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 12,537 | 2,186 | 0.01% | 0.01% | 161 | +942 | 8.12% | Q4 2025 | Jan 30, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 12,192 | 2,126 | 0.08% | — | 162 | +12,192 | New | Q4 2025 | Feb 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,096 | 2,109 | 0.0% | 0.0% | 163 | -2,636 | -17.89% | Q4 2025 | Feb 17, 2026 |
| Montanaro Asset Management Ltd | History | No change | 12,000 | 2,092 | 0.58% | 0.53% | 164 | 0 | 0.0% | Q4 2025 | Mar 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 11,814 | 2,060 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 11,761 | 2,051 | 0.01% | 0.01% | 166 | -547 | -4.44% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 11,634 | 2,029 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,534 | 2,011 | 0.0% | 0.0% | 168 | +2,945 | 34.29% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 11,311 | 1,972 | 0.05% | 0.05% | 169 | +200 | 1.8% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Reduced | 10,967 | 1,912 | 0.23% | 0.38% | 170 | -4,191 | -27.65% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,946 | 1,909 | 0.01% | 0.01% | 171 | +4,673 | 74.49% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,874 | 1,896 | 0.0% | 0.0% | 172 | +1,200 | 12.4% | Q4 2025 | Feb 02, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 12,835 | 1,881 | 0.01% | 0.01% | 173 | -1,061 | -7.64% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,552 | 1,840 | 0.01% | — | 174 | +10,552 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Added to | 10,429 | 1,818 | 0.01% | 0.0% | 175 | +1,398 | 15.48% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 10,205 | 1,779 | 0.17% | — | 176 | +10,205 | New | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 10,190 | 1,777 | 0.06% | 0.06% | 177 | -441 | -4.15% | Q4 2025 | Jan 06, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Added to | 10,000 | 1,744 | 0.85% | 0.69% | 178 | +2,000 | 25.0% | Q4 2025 | Feb 06, 2026 |
| Squarepoint Ops LLC | History | Reduced | 9,951 | 1,735 | 0.0% | 0.03% | 179 | -133,685 | -93.07% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 9,283 | 1,681 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIM, LLC | History | Added to | 9,493 | 1,655 | 0.22% | 0.22% | 181 | +171 | 1.83% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,454 | 1,648 | 0.0% | 0.0% | 182 | +865 | 10.07% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 9,358 | 1,632 | 0.25% | 0.22% | 183 | +1,481 | 18.8% | Q4 2025 | Feb 13, 2026 |
| Raiffeisen Bank International AG | History | Added to | 9,000 | 1,604 | 0.02% | 0.01% | 184 | +4,000 | 80.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,949 | 1,561 | 0.02% | 0.0% | 185 | +8,893 | 15880.36% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,943 | 1,559 | 0.0% | 0.0% | 186 | -829 | -8.48% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,925 | 1,558 | 0.0% | 0.0% | 187 | +324 | 3.77% | Q4 2025 | Mar 09, 2026 |
| Pathstone Holdings, LLC | History | New | 8,884 | 1,549 | 0.01% | — | 188 | +8,884 | New | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | New | 8,646 | 1,507 | 0.02% | — | 189 | +8,646 | New | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Added to | 8,570 | 1,495 | 0.01% | 0.01% | 190 | +137 | 1.62% | Q4 2025 | Feb 05, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 8,525 | 1,486 | 0.04% | 0.07% | 191 | -6,377 | -42.79% | Q4 2025 | Jan 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,880 | 1,471 | 0.02% | 0.02% | 192 | -1,146 | -11.43% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 8,389 | 1,463 | 0.0% | 0.0% | 193 | -3,068 | -26.78% | Q4 2025 | Feb 13, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Added to | 8,382 | 1,461 | 0.49% | 0.48% | 194 | +736 | 9.63% | Q4 2025 | Jan 20, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Reduced | 8,279 | 1,443 | 0.05% | 0.09% | 195 | -4,254 | -33.94% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 8,234 | 1,436 | 0.01% | 0.01% | 196 | -486 | -5.57% | Q4 2025 | Jan 28, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 7,924 | 1,424 | 0.02% | 0.02% | 197 | -243 | -2.98% | Q4 2025 | Jan 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,075 | 1,408 | 0.01% | 0.01% | 198 | -234 | -2.82% | Q4 2025 | Feb 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 7,868 | 1,372 | 0.09% | 0.12% | 199 | -2,126 | -21.27% | Q4 2025 | Feb 12, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 7,700 | 1,342 | 0.04% | 0.02% | 200 | +4,000 | 108.11% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 7,524 | 1,312 | 0.0% | — | 201 | +7,524 | New | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 7,502 | 1,308 | 0.06% | 0.07% | 202 | -496 | -6.2% | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 7,388 | 1,289 | 0.01% | 0.01% | 203 | -993 | -11.85% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,296 | 1,272 | 0.01% | 0.01% | 204 | -209 | -2.78% | Q4 2025 | Feb 10, 2026 |
| Values First Advisors, Inc. | History | Reduced | 7,125 | 1,242 | 0.64% | 0.72% | 205 | -438 | -5.79% | Q4 2025 | Jan 30, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 6,970 | 1,215 | 0.05% | 0.05% | 206 | -1,200 | -14.69% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 6,900 | 1,203 | 0.0% | 0.0% | 207 | +5,200 | 305.88% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 6,882 | 1,200 | 0.01% | 0.01% | 208 | +383 | 5.89% | Q4 2025 | Feb 09, 2026 |
| Cavalier Investments, LLC | History | Reduced | 6,837 | 1,192 | 0.06% | 0.18% | 209 | -6,969 | -50.48% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,742 | 1,175 | 0.01% | 0.02% | 210 | +100 | 1.51% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,632 | 1,156 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 6,400 | 1,150 | 0.06% | — | 212 | +6,400 | New | Q4 2025 | Feb 10, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 6,571 | 1,146 | 0.23% | 0.29% | 213 | -1,963 | -23.0% | Q4 2025 | Feb 10, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 6,405 | 1,117 | 0.07% | 0.12% | 214 | -3,639 | -36.23% | Q4 2025 | Jan 23, 2026 |
| Holocene Advisors, LP | History | New | 6,087 | 1,061 | 0.0% | — | 215 | +6,087 | New | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,139 | 1,054 | 0.05% | 0.06% | 216 | +212 | 3.58% | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,020 | 1,049 | 0.03% | 0.04% | 217 | -152 | -2.46% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 5,909 | 1,030 | 0.0% | 0.0% | 218 | +672 | 12.83% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 5,891 | 1,027 | 0.0% | 0.0% | 219 | +2,073 | 54.3% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,865 | 1,022 | 0.01% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIL Ltd | History | Added to | 5,856 | 1,021 | 0.0% | 0.0% | 221 | +4,789 | 448.83% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 5,846 | 1,019 | 0.0% | 0.0% | 222 | +3,299 | 129.52% | Q4 2025 | Feb 12, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 5,760 | 1,004 | 0.09% | 0.14% | 223 | -5,715 | -49.8% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 5,686 | 991 | 0.02% | 0.02% | 224 | -179 | -3.05% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,583 | 973 | 0.0% | 0.0% | 225 | +135 | 2.48% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,528 | 964 | 0.01% | 0.01% | 226 | +25 | 0.45% | Q4 2025 | Feb 13, 2026 |
| River Street Advisors LLC | History | Added to | 5,385 | 939 | 0.35% | 0.36% | 227 | +187 | 3.6% | Q4 2025 | Jan 26, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 5,272 | 918 | 0.01% | 0.01% | 228 | +2,073 | 64.8% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,746 | 827 | 0.0% | 0.0% | 229 | +1,921 | 68.0% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 4,733 | 825 | 0.02% | 0.0% | 230 | +3,410 | 257.75% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,658 | 812 | 0.0% | 0.0% | 231 | +880 | 23.29% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 4,624 | 806 | 0.04% | — | 232 | +4,624 | New | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,550 | 793 | 0.02% | 0.02% | 233 | -259 | -5.39% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,387 | 765 | 0.01% | 0.01% | 234 | -636 | -12.66% | Q4 2025 | Jan 14, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,316 | 752 | 0.02% | 0.02% | 235 | +79 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,140 | 722 | 0.01% | 0.08% | 236 | -32,788 | -88.79% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,051 | 706 | 0.0% | 0.0% | 237 | +398 | 10.9% | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,941 | 687 | 0.02% | 0.14% | 238 | -25,452 | -86.59% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,919 | 683 | 0.0% | 0.0% | 239 | +22 | 0.56% | Q4 2025 | Feb 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | New | 3,906 | 681 | 0.09% | — | 240 | +3,906 | New | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 3,802 | 663 | 0.03% | 0.05% | 241 | -3,170 | -45.47% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,789 | 660 | 0.0% | 0.0% | 242 | +275 | 7.83% | Q4 2025 | Jan 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,668 | 639 | 0.01% | 0.01% | 243 | -54 | -1.45% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,618 | 631 | 0.02% | 0.02% | 244 | -72 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 3,534 | 616 | 0.68% | — | 247 | +3,534 | New | Q4 2025 | Feb 05, 2026 |
| Legato Capital Management LLC | History | Reduced | 3,532 | 616 | 0.05% | 0.13% | 245 | -3,333 | -48.55% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | Added to | 3,536 | 616 | 0.01% | 0.01% | 246 | +226 | 6.83% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,393 | 591 | 0.0% | 0.0% | 248 | -117 | -3.33% | Q4 2025 | Jan 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,368 | 587 | 0.01% | 0.01% | 249 | +67 | 2.03% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,327 | 580 | 0.05% | 0.07% | 251 | -962 | -22.43% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,329 | 580 | 0.01% | 0.01% | 250 | +257 | 8.37% | Q4 2025 | Feb 02, 2026 |
| Lazard Freres Gestion S.A.S. | History | Added to | 3,250 | 566 | 0.01% | 0.01% | 252 | +300 | 10.17% | Q4 2025 | Feb 06, 2026 |
| Teton Advisors, LLC | History | No change | 3,250 | 566 | 0.39% | 0.36% | 253 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,222 | 562 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KLCM Advisors, Inc. | History | Added to | 3,200 | 558 | 0.05% | 0.03% | 255 | +1,600 | 100.0% | Q4 2025 | Feb 04, 2026 |
| Trust Point Inc. | History | Reduced | 3,205 | 558 | 0.04% | 0.05% | 256 | -370 | -10.35% | Q4 2025 | Jan 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 3,200 | 558 | 0.32% | 0.33% | 257 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,073 | 547 | 0.0% | — | 258 | +3,073 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 3,112 | 542 | 0.0% | 0.01% | 259 | -4,385 | -58.49% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,064 | 534 | 0.0% | — | 260 | +3,064 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,021 | 526 | 0.0% | 0.0% | 261 | -1,078 | -26.3% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,015 | 525 | 0.0% | 0.0% | 262 | -351 | -10.43% | Q4 2025 | Feb 06, 2026 |
| Corient IA LLC | History | No change | 3,000 | 523 | 0.49% | 0.4% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 2,998 | 522 | 0.0% | 0.0% | 264 | +53 | 1.8% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,886 | 503 | 0.0% | 0.0% | 265 | +140 | 5.1% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,854 | 498 | 0.0% | 0.0% | 266 | +91 | 3.29% | Q4 2025 | Jan 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,858 | 498 | 0.01% | 0.01% | 267 | -83 | -2.82% | Q4 2025 | Feb 03, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,802 | 488 | 0.01% | 0.01% | 269 | -10,409 | -78.79% | Q4 2025 | Feb 17, 2026 |
| Aureus Asset Management, LLC | History | No change | 2,803 | 488 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,795 | 487 | 0.01% | 0.01% | 270 | -187 | -6.27% | Q4 2025 | Jan 27, 2026 |
| Tandem Investment Advisors, Inc. | History | Added to | 2,771 | 483 | 0.02% | 0.01% | 271 | +1,043 | 60.36% | Q4 2025 | Feb 09, 2026 |
| AVIVA PLC | History | Added to | 2,768 | 482 | 0.0% | 0.0% | 272 | +90 | 3.36% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,766 | 482 | 0.01% | 0.01% | 273 | +15 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Ellenbecker Investment Group | History | No change | 2,713 | 473 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Norway Savings Bank | History | Reduced | 2,655 | 463 | 0.21% | 0.23% | 275 | -50 | -1.85% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,638 | 460 | 0.0% | — | 277 | +2,638 | New | Q4 2025 | Feb 18, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,639 | 460 | 0.1% | 0.15% | 276 | -950 | -26.47% | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,622 | 457 | 0.0% | 0.01% | 278 | -15,568 | -85.59% | Q4 2025 | Feb 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 2,543 | 443 | 0.02% | 0.03% | 279 | -62 | -2.38% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | New | 2,512 | 438 | 0.02% | — | 280 | +2,512 | New | Q4 2025 | Feb 23, 2026 |
| STRS OHIO | History | No change | 2,500 | 436 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BURNEY CO/ | History | Added to | 2,495 | 435 | 0.01% | 0.01% | 282 | +170 | 7.31% | Q4 2025 | Jan 23, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 2,474 | 431 | 0.03% | 0.04% | 283 | -255 | -9.34% | Q4 2025 | Feb 06, 2026 |
| CPC Advisors, LLC | History | Reduced | 2,449 | 427 | 0.04% | 0.21% | 284 | -8,947 | -78.51% | Q4 2025 | Jan 28, 2026 |
| ALLIANZ SE | History | Reduced | 2,418 | 421 | 0.01% | 0.01% | 285 | -1,293 | -34.84% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,410 | 420 | 0.01% | 0.01% | 286 | -70 | -2.82% | Q4 2025 | Feb 11, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 2,368 | 413 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Columbia Bank | History | No change | 2,349 | 409 | 0.11% | 0.12% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 2,366 | 408 | 0.0% | 0.0% | 289 | -1,010 | -29.92% | Q4 2025 | Feb 13, 2026 |
| Putney Financial Group LLC | History | Reduced | 2,340 | 408 | 0.38% | 0.46% | 290 | -263 | -10.1% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 2,319 | 404 | 0.0% | 0.0% | 291 | +643 | 38.37% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | New | 2,306 | 402 | 0.01% | — | 292 | +2,306 | New | Q4 2025 | Feb 13, 2026 |
| Groupe la Francaise | History | Reduced | 2,300 | 400 | 0.01% | 0.01% | 293 | -100 | -4.17% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,316 | 397 | 0.01% | 0.01% | 294 | +213 | 10.13% | Q4 2025 | Jan 23, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,250 | 392 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SATURNA CAPITAL CORP | History | New | 2,233 | 389 | 0.01% | — | 296 | +2,233 | New | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,183 | 380 | 0.01% | 0.0% | 297 | +814 | 59.46% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,176 | 379 | 0.0% | 0.0% | 298 | -10 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 2,147 | 374 | 0.0% | 0.0% | 299 | -5,845 | -73.14% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 2,018 | 352 | 0.03% | 0.02% | 300 | +556 | 38.03% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,996 | 348 | 0.01% | 0.01% | 302 | -81 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Fruth Investment Management | History | No change | 2,000 | 348 | 0.09% | 0.1% | 301 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,966 | 343 | 0.0% | 0.0% | 303 | +32 | 1.65% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,964 | 342 | 0.0% | — | 304 | +1,964 | New | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Added to | 1,957 | 341 | 0.22% | 0.02% | 305 | +1,781 | 1011.93% | Q4 2025 | Feb 18, 2026 |
| PharVision Advisers, LLC | History | New | 1,953 | 340 | 0.17% | — | 306 | +1,953 | New | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,929 | 336 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,911 | 333 | 0.0% | 0.0% | 308 | -160 | -7.73% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | Reduced | 1,899 | 331 | 0.01% | 0.02% | 310 | -2,308 | -54.86% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,861 | 331 | 0.0% | 0.0% | 309 | -23 | -1.22% | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | Added to | 1,891 | 329 | 0.02% | 0.02% | 311 | +4 | 0.21% | Q4 2025 | Jan 26, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 1,790 | 312 | 0.05% | 0.03% | 312 | +643 | 56.06% | Q4 2025 | Feb 11, 2026 |
| RWC Asset Management LLP | History | New | 1,762 | 307 | 0.02% | — | 313 | +1,762 | New | Q4 2025 | Feb 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 1,741 | 303 | 0.0% | 0.0% | 314 | -6,050 | -77.65% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,714 | 298 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,683 | 293 | 0.0% | — | 316 | +1,683 | New | Q4 2025 | Jan 29, 2026 |
| KBC Group NV | History | Reduced | 1,673 | 292 | 0.0% | 0.0% | 317 | -6,711 | -80.05% | Q4 2025 | Jan 26, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,650 | 287 | 0.23% | 0.23% | 318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Northside Capital Management, LLC | History | No change | 1,650 | 287 | 0.02% | 0.03% | 319 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,623 | 283 | 0.03% | — | 320 | +1,623 | New | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 1,626 | 283 | 0.01% | 0.01% | 321 | +227 | 16.23% | Q4 2025 | Feb 09, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 1,623 | 283 | 0.04% | 0.04% | 323 | -85 | -4.98% | Q4 2025 | Jan 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 1,586 | 283 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,613 | 281 | 0.0% | — | 324 | +1,613 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 1,600 | 280 | 0.0% | 0.0% | 325 | +341 | 27.08% | Q4 2025 | Feb 17, 2026 |
| Rock Point Advisors, LLC | History | No change | 1,600 | 279 | 0.07% | 0.08% | 326 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 1,590 | 277 | 0.04% | 0.03% | 327 | +299 | 23.16% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,564 | 272 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearwave Capital, LLC | History | New | 1,555 | 271 | 0.2% | — | 329 | +1,555 | New | Q4 2025 | Mar 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,531 | 267 | 0.0% | 0.0% | 330 | +23 | 1.53% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,519 | 264 | 0.01% | 0.01% | 331 | +283 | 22.9% | Q4 2025 | Jan 23, 2026 |
| apricus wealth, LLC | History | No change | 1,510 | 263 | 0.13% | 0.15% | 332 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,498 | 261 | 0.0% | 0.0% | 333 | -3,050 | -67.06% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | New | 1,497 | 261 | 0.03% | — | 335 | +1,497 | New | Q4 2025 | Jan 13, 2026 |
| Nvest Financial, LLC | History | No change | 1,500 | 261 | 0.11% | 0.15% | 334 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,490 | 259 | 0.15% | 0.17% | 336 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 1,454 | 253 | 0.0% | 0.0% | 337 | +1,360 | 1446.81% | Q4 2025 | Feb 13, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 1,409 | 245 | 0.02% | 0.03% | 339 | -248 | -14.97% | Q4 2025 | Feb 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,409 | 245 | 0.01% | 0.01% | 338 | +234 | 19.91% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,400 | 244 | 0.0% | 0.0% | 340 | +33 | 2.41% | Q4 2025 | Feb 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,399 | 244 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,397 | 243 | 0.0% | 0.0% | 342 | +3 | 0.22% | Q4 2025 | Feb 02, 2026 |
| nVerses Capital, LLC | History | New | 1,374 | 239 | 0.54% | — | 343 | +1,374 | New | Q4 2025 | Feb 17, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 1,366 | 238 | 0.24% | 0.39% | 344 | -663 | -32.68% | Q4 2025 | Jan 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 1,350 | 235 | 0.0% | — | 345 | +1,350 | New | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,329 | 231 | 0.0% | 0.0% | 346 | -43 | -3.13% | Q4 2025 | Jan 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,324 | 230 | 0.01% | 0.01% | 347 | -59 | -4.27% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,297 | 226 | 0.01% | 0.01% | 348 | -1 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,287 | 224 | 0.0% | 0.0% | 349 | +17 | 1.34% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,248 | 217 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 1,238 | 215 | 0.0% | — | 351 | +1,238 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 1,201 | 214 | 0.0% | 0.0% | 352 | +39 | 3.36% | Q4 2025 | Jan 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,213 | 211 | 0.0% | 0.01% | 353 | -10,483 | -89.63% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 1,202 | 209 | 0.0% | 0.0% | 354 | +63 | 5.53% | Q4 2025 | Jan 26, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 1,196 | 208 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 1,172 | 204 | 0.02% | 0.02% | 356 | +188 | 19.11% | Q4 2025 | Feb 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 1,158 | 202 | 0.03% | — | 357 | +1,158 | New | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,154 | 201 | 0.0% | 0.0% | 358 | +239 | 26.12% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 1,134 | 198 | 0.1% | 0.11% | 359 | +62 | 5.78% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 1,132 | 197 | 0.0% | 0.0% | 360 | +594 | 110.41% | Q4 2025 | Jan 26, 2026 |
| AlphaQuest LLC | History | Added to | 1,122 | 195 | 0.01% | 0.0% | 361 | +752 | 203.24% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,116 | 194 | 0.02% | — | 362 | +1,116 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,084 | 188 | 0.0% | 0.0% | 363 | +344 | 46.49% | Q4 2025 | Feb 06, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,015 | 177 | 0.0% | 0.01% | 364 | -510 | -33.44% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 965 | 168 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 954 | 166 | 0.0% | 0.0% | 366 | -1,974 | -67.42% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Added to | 930 | 162 | 0.04% | 0.03% | 367 | +119 | 14.67% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 773 | 134 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dundas Partners LLP | History | No change | 773 | 134 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 764 | 133 | 0.0% | 0.0% | 370 | +49 | 6.85% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 736 | 128 | 0.0% | 0.0% | 371 | +5 | 0.68% | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 728 | 127 | 0.11% | 0.04% | 372 | -1,498 | -67.3% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 719 | 125 | 0.0% | 0.01% | 373 | -676 | -48.46% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 708 | 123 | 0.0% | 0.0% | 374 | +500 | 240.38% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 688 | 122 | 0.0% | 0.01% | 375 | +82 | 13.53% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 673 | 120 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 652 | 113 | 0.01% | 0.01% | 378 | +122 | 23.02% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 648 | 113 | 0.0% | 0.0% | 377 | -19 | -2.85% | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 632 | 112 | 0.0% | — | 379 | +632 | New | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 600 | 104 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 534 | 93 | 0.01% | — | 381 | +534 | New | Q4 2025 | Jan 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 532 | 92 | 0.02% | 0.01% | 383 | +447 | 525.88% | Q4 2025 | Mar 03, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 529 | 92 | 0.0% | 0.0% | 382 | -120 | -18.49% | Q4 2025 | Feb 24, 2026 |
| CX Institutional | History | Reduced | 522 | 91 | 0.0% | 0.01% | 384 | -719 | -57.94% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 521 | 90 | 0.0% | 0.0% | 386 | +23 | 4.62% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 520 | 90 | 0.0% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 510 | 89 | 0.0% | 0.0% | 387 | -8,490 | -94.33% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 486 | 84 | 0.0% | 0.0% | 388 | +88 | 22.11% | Q4 2025 | Jan 23, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 464 | 80 | 0.01% | 0.0% | 389 | +198 | 74.44% | Q4 2025 | Jan 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 416 | 72 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 375 | 65 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 342 | 59 | 0.0% | 0.0% | 392 | -226 | -39.79% | Q4 2025 | Jan 16, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 52 | 0.0% | 0.0% | 393 | -5,113 | -94.46% | Q4 2025 | Feb 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 300 | 52 | 0.0% | 0.0% | 394 | +200 | 200.0% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 287 | 50 | 0.01% | 0.0% | 395 | +215 | 298.61% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | Reduced | 223 | 39 | 0.01% | 0.01% | 396 | -7 | -3.04% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 219 | 38 | 0.0% | 0.0% | 397 | +51 | 30.36% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 203 | 35 | 0.0% | 0.0% | 398 | +65 | 47.1% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 196 | 34 | 0.0% | 0.0% | 399 | -2 | -1.01% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 200 | 34 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | No change | 200 | 34 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 200 | 34 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 194 | 33 | 0.0% | 0.0% | 403 | +122 | 169.44% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 190 | 33 | 0.0% | 0.0% | 404 | -20 | -9.52% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | Added to | 192 | 33 | 0.01% | 0.01% | 405 | +1 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 153 | 26 | 0.02% | — | 408 | +153 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 150 | 26 | 0.0% | — | 406 | +150 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 153 | 26 | 0.0% | 0.0% | 407 | +18 | 13.33% | Q4 2025 | Feb 03, 2026 |
| N.E.W. Advisory Services LLC | History | New | 141 | 24 | 0.0% | — | 410 | +141 | New | Q4 2025 | Jan 28, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 142 | 24 | 0.0% | 0.0% | 409 | +15 | 11.81% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 137 | 23 | 0.0% | — | 411 | +137 | New | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 126 | 22 | 0.0% | 0.0% | 412 | -25 | -16.56% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 120 | 20 | 0.0% | 0.0% | 413 | -678 | -84.96% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 102 | 17 | 0.0% | 0.0% | 415 | -426 | -80.68% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 100 | 17 | 0.0% | 0.0% | 414 | -19 | -15.97% | Q4 2025 | Jan 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Guinness Asset Management LTD | History | New | 93 | 16 | 0.0% | — | 417 | +93 | New | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 97 | 16 | 0.02% | 0.0% | 420 | +91 | 1516.67% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 96 | 16 | 0.0% | 0.0% | 418 | -6 | -5.88% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 96 | 16 | 0.0% | 0.0% | 419 | +4 | 4.35% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 84 | 14 | 0.0% | — | 422 | +84 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 81 | 14 | 0.0% | — | 423 | +81 | New | Q4 2025 | Feb 25, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 81 | 14 | 0.0% | 0.0% | 421 | +10 | 14.08% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 77 | 13 | 0.0% | 0.0% | 424 | -108 | -58.38% | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 76 | 13 | 0.01% | — | 425 | +76 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 70 | 12 | 0.0% | 0.0% | 428 | +38 | 118.75% | Q4 2025 | Jan 29, 2026 |
| SRH ADVISORS, LLC | History | No change | 72 | 12 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | No change | 74 | 12 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 64 | 11 | 0.0% | 0.0% | 430 | +18 | 39.13% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 68 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 60 | 10 | 0.0% | — | 431 | +60 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 54 | 9 | 0.0% | 0.0% | 432 | +3 | 5.88% | Q4 2025 | Feb 24, 2026 |
| Clark Wealth Partners | History | No change | 52 | 9 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | New | 41 | 7 | 0.0% | — | 434 | +41 | New | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 43 | 7 | 0.0% | 0.0% | 435 | +8 | 22.86% | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 33 | 6 | 0.0% | 0.0% | 436 | -1 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Greenline Wealth Management LLC | History | New | 34 | 5 | 0.01% | — | 439 | +34 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 29 | 5 | 0.0% | — | 437 | +29 | New | Q4 2025 | Jan 20, 2026 |
| Winch Advisory Services, LLC | History | No change | 34 | 5 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 25 | 4 | 0.0% | 0.0% | 440 | +6 | 31.58% | Q4 2025 | Jan 14, 2026 |
| TrinityBridge Ltd | History | Reduced | 19 | 3 | 0.0% | 0.0% | 445 | -847 | -97.81% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 20 | 3 | 0.0% | 0.0% | 442 | +9 | 81.82% | Q4 2025 | Jan 23, 2026 |
| High Note Wealth, LLC | History | Reduced | 22 | 3 | 0.0% | 0.0% | 446 | -1 | -4.35% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 20 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 12 | 2 | 0.0% | 0.0% | 451 | -38 | -76.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 15 | 2 | 0.0% | 0.0% | 453 | -32 | -68.09% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 14 | 2 | 0.0% | — | 450 | +14 | New | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 452 | +7 | 87.5% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 13 | 2 | 0.0% | 0.0% | 447 | -6 | -31.58% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 449 | +6 | 66.67% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 9 | 1 | 0.0% | 0.0% | 457 | -247 | -96.48% | Q4 2025 | Feb 06, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 11 | 1 | 0.0% | — | 463 | +11 | New | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 1 | 0.0% | — | 462 | +10 | New | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | New | 9 | 1 | 0.0% | — | 455 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | New | 7 | 1 | 0.0% | — | 458 | +7 | New | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | New | 6 | 1 | 0.0% | — | 459 | +6 | New | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 456 | -3 | -25.0% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Added to | 6 | 1 | 0.0% | — | 461 | +1 | 20.0% | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 3.9% | — | -264,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -188,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Closed out | 0 | 0 | — | 0.5% | — | -72,610 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -51,561 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,085 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -40,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.26% | — | -37,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -31,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -27,901 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,235 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -22,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,001 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,965 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,066 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,941 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,718 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | — | — | -3,850 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,768 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,482 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,395 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,983 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Lebenthal Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,558 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,308 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,026 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arjuna Capital | History | Closed out | 0 | 0 | — | 0.09% | — | -1,964 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Closed out | 0 | 0 | — | 0.27% | — | -1,902 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Great Lakes Retirement, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,892 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,591 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -1,135 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -864 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Garton & Associates Financial Advisors LLC | History | New | 703 | 0 | — | — | — | +703 | New | Q4 2025 | Feb 18, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -300 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -284 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -130 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gould Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Oct 15, 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5 | 0 | — | 0.0% | — | -4 | -44.44% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q4 2025 | Jan 15, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 21,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Copeland Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |