BANK OF HAWAII CORP - BOH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,825,514 | 398,290 | 0.01% | 0.01% | 1 | +177,784 | 3.15% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,565,434 | 312,138 | 0.0% | 0.0% | 2 | +26,821 | 0.59% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 2,177,539 | 148,878 | 0.0% | 0.01% | 3 | -39,766 | -1.79% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,980,447 | 135,403 | 0.36% | 0.34% | 4 | -133,921 | -6.33% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,084,517 | 74,149 | 0.02% | 0.01% | 5 | +35,065 | 3.34% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 941,273 | 64,354 | 0.01% | 0.01% | 6 | +234,640 | 33.21% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 923,360 | 63,142 | 0.0% | 0.0% | 7 | -4,265 | -0.46% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 865,384 | 59,166 | 0.01% | 0.01% | 8 | +229,806 | 36.16% | Q4 2025 | Mar 25, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 758,652 | 51,869 | 0.03% | 0.02% | 9 | +103,013 | 15.71% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 694,103 | 47,455 | 0.06% | 0.08% | 10 | -318,457 | -31.45% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 569,011 | 38,903 | 0.02% | 0.02% | 11 | -19,936 | -3.39% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 527,866 | 36,090 | 0.0% | 0.0% | 12 | +12,038 | 2.33% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 512,552 | 35,043 | 0.01% | 0.01% | 13 | +1,592 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 491,187 | 33,582 | 0.01% | 0.0% | 14 | +402,774 | 455.56% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 479,440 | 32,779 | 0.05% | 0.03% | 15 | +139,613 | 41.08% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 472,778 | 32,323 | 0.01% | 0.0% | 16 | +73,750 | 18.48% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 405,364 | 27,714 | 0.0% | 0.0% | 17 | -19,664 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Newport Trust Company, LLC | History | Reduced | 348,039 | 23,795 | 0.06% | 0.05% | 18 | -12,230 | -3.39% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 328,764 | 22,477 | 0.01% | 0.01% | 19 | -215,538 | -39.6% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 294,500 | 20,134 | 0.04% | 0.02% | 20 | +157,600 | 115.12% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 276,119 | 18,878 | 0.01% | 0.0% | 21 | +187,960 | 213.21% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 247,157 | 16,898 | 0.02% | 0.02% | 22 | +4,174 | 1.72% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 216,765 | 14,820 | 0.12% | — | 23 | +216,765 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 207,173 | 14,164 | 0.0% | 0.0% | 24 | +1,199 | 0.58% | Q4 2025 | Feb 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 200,583 | 13,713 | 0.55% | 0.93% | 25 | -145,915 | -42.11% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 197,992 | 13,536 | 0.0% | 0.0% | 26 | +35,917 | 22.16% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 190,085 | 12,996 | 0.01% | 0.01% | 27 | -2,128 | -1.11% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 170,308 | 11,643 | 0.0% | 0.0% | 28 | -3,342 | -1.92% | Q4 2025 | Feb 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 152,388 | 10,418 | 0.02% | 0.02% | 29 | +52,660 | 52.8% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 149,100 | 10,193 | 0.02% | 0.02% | 30 | -57,100 | -27.69% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 137,663 | 9,412 | 0.03% | 0.04% | 31 | -17,484 | -11.27% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 132,492 | 9,058 | 0.0% | 0.0% | 32 | -62,962 | -32.21% | Q4 2025 | Jan 29, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 120,540 | 8,241 | 0.3% | 0.28% | 33 | -2,218 | -1.81% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 115,773 | 7,915 | 0.06% | 0.05% | 34 | -3,241 | -2.72% | Q4 2025 | Jan 09, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 112,199 | 7,671 | 0.82% | 0.67% | 35 | +14,075 | 14.34% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 107,543 | 7,352 | 0.01% | 0.01% | 36 | -12,959 | -10.75% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 105,829 | 7,235 | 0.0% | 0.0% | 37 | +77,828 | 277.95% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 103,636 | 7,085 | 0.0% | 0.0% | 38 | -3,326 | -3.11% | Q4 2025 | Feb 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 103,275 | 7,060 | 0.46% | 0.44% | 39 | -4,279 | -3.98% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 102,218 | 6,988 | 0.0% | 0.0% | 40 | -1,892 | -1.82% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 101,630 | 6,948 | 0.0% | 0.0% | 41 | -36,847 | -26.61% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 101,600 | 6,946 | 0.04% | — | 42 | +101,600 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 97,070 | 6,636 | 0.01% | 0.0% | 43 | +61,690 | 174.36% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 96,687 | 6,610 | 0.0% | 0.0% | 44 | -45,865 | -32.17% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 94,429 | 6,456 | 0.0% | 0.0% | 45 | +42,592 | 82.17% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 90,102 | 6,163 | 0.0% | — | 46 | +90,102 | New | Q4 2025 | Mar 20, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 86,768 | 5,932 | 0.01% | — | 47 | +86,768 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 5,880 | 5,880 | 0.0% | — | 48 | +5,880 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 85,182 | 5,823 | 0.0% | 0.0% | 49 | -14,031 | -14.14% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 83,080 | 5,680 | 0.02% | 0.03% | 50 | -37,277 | -30.97% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 82,086 | 5,612 | 0.01% | — | 51 | +82,086 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 79,885 | 5,461 | 0.0% | 0.0% | 52 | +19,878 | 33.13% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 78,437 | 5,362 | 0.0% | 0.0% | 53 | +1,400 | 1.82% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 78,184 | 5,345 | 0.0% | 0.0% | 54 | -25,960 | -24.93% | Q4 2025 | Feb 11, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 72,760 | 4,975 | 1.02% | 1.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | Added to | 71,364 | 4,879 | 0.04% | 0.01% | 56 | +55,105 | 338.92% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 67,278 | 4,600 | 0.01% | 0.01% | 57 | -1,225 | -1.79% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,200 | 4,252 | 0.0% | 0.0% | 58 | -131,474 | -67.88% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Added to | 59,759 | 4,085 | 0.01% | 0.01% | 59 | +4,459 | 8.06% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,279 | 3,779 | 0.0% | 0.0% | 60 | -7,453 | -11.88% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 54,164 | 3,703 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,707 | 3,603 | 0.0% | 0.0% | 62 | -71,176 | -57.45% | Q4 2025 | Feb 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 51,339 | 3,510 | 0.01% | 0.01% | 63 | -15,774 | -23.5% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 49,812 | 3,405 | 0.1% | — | 64 | +49,812 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 49,612 | 3,391 | 0.0% | 0.0% | 65 | -58,970 | -54.31% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 48,795 | 3,336 | 0.0% | 0.0% | 66 | -7,246 | -12.93% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 48,073 | 3,286 | 0.16% | 0.18% | 67 | +12,060 | 33.49% | Q4 2025 | Feb 12, 2026 |
| Ruffer LLP | History | New | 45,370 | 3,106 | 0.14% | — | 68 | +45,370 | New | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,464 | 3,041 | 0.0% | 0.0% | 69 | +1,932 | 4.54% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | Reduced | 42,922 | 2,934 | 0.14% | 0.2% | 70 | -17,312 | -28.74% | Q4 2025 | Mar 03, 2026 |
| HRT FINANCIAL LP | History | Added to | 38,176 | 2,610 | 0.01% | 0.01% | 71 | +10,912 | 40.02% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 37,943 | 2,594 | 0.0% | 0.01% | 72 | -162,279 | -81.05% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 37,231 | 2,545 | 0.0% | 0.0% | 73 | -2,805 | -7.01% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,195 | 2,543 | 0.0% | 0.0% | 74 | -1,183 | -3.08% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 35,447 | 2,423 | 0.0% | 0.0% | 75 | -5,100 | -12.58% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 34,152 | 2,334 | 0.01% | 0.01% | 76 | -1,000 | -2.84% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,149 | 2,273 | 0.0% | 0.0% | 77 | +5,053 | 16.79% | Q4 2025 | Mar 09, 2026 |
| LPL Financial LLC | History | Added to | 31,831 | 2,176 | 0.0% | 0.0% | 78 | +7,290 | 29.71% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 31,161 | 2,130 | 0.0% | 0.0% | 79 | +5,692 | 22.35% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,824 | 2,107 | 0.0% | 0.0% | 80 | -1,281 | -3.99% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 30,005 | 2,051 | 0.0% | 0.0% | 81 | +21,506 | 253.04% | Q4 2025 | Feb 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 29,723 | 2,032 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | New | 29,602 | 2,024 | 0.0% | — | 83 | +29,602 | New | Q4 2025 | Jan 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 27,529 | 1,882 | 0.0% | 32.25% | 84 | -78,316 | -73.99% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,411 | 1,874 | 0.0% | 0.0% | 85 | -1,352 | -4.7% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 26,989 | 1,845 | 0.01% | 0.01% | 86 | -294 | -1.08% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 26,416 | 1,807 | 0.0% | 0.0% | 87 | +12,825 | 94.36% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 24,889 | 1,701 | 0.0% | 0.0% | 88 | +6,621 | 36.24% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 24,066 | 1,645 | 0.0% | 0.0% | 89 | +16,994 | 240.3% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 22,366 | 1,529 | 0.01% | 0.01% | 90 | +2,947 | 15.18% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 22,363 | 1,528 | 0.0% | 0.0% | 91 | +4,363 | 24.24% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 22,031 | 1,505 | 0.02% | 0.01% | 92 | +333 | 1.53% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,501 | 1,470 | 0.01% | 0.01% | 93 | -1,775 | -7.63% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 21,104 | 1,442 | 0.02% | 0.01% | 94 | +10,159 | 92.82% | Q4 2025 | Feb 17, 2026 |
| Harrington Investments, INC | History | Added to | 20,650 | 1,411 | 0.71% | 0.65% | 95 | +823 | 4.15% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,576 | 1,407 | 0.0% | — | 96 | +20,576 | New | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 20,343 | 1,390 | 0.02% | 0.02% | 97 | -542 | -2.6% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 20,293 | 1,387 | 0.08% | 0.03% | 98 | +14,136 | 229.59% | Q4 2025 | Feb 09, 2026 |
| Advisors Preferred, LLC | History | New | 19,824 | 1,356 | 0.22% | — | 99 | +19,824 | New | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 19,395 | 1,326 | 0.08% | 0.08% | 100 | +8 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,390 | 1,257 | 0.0% | 0.0% | 101 | +1,006 | 5.79% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,306 | 1,251 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,200 | 1,244 | 0.02% | 0.02% | 103 | -100 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Brevan Howard Capital Management LP | History | New | 18,099 | 1,237 | 0.01% | — | 104 | +18,099 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,788 | 1,216 | 0.0% | — | 105 | +17,788 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 17,619 | 1,203 | 0.0% | — | 106 | +17,619 | New | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,501 | 1,196 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 17,422 | 1,191 | 0.16% | 0.27% | 108 | -14,564 | -45.53% | Q4 2025 | Jan 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 16,780 | 1,147 | 0.02% | 0.02% | 109 | -2,375 | -12.4% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,320 | 1,115 | 0.02% | 0.02% | 110 | +206 | 1.28% | Q4 2025 | Jan 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,662 | 1,070 | 0.01% | 0.01% | 111 | -6,286 | -28.64% | Q4 2025 | Feb 10, 2026 |
| WINTON GROUP Ltd | History | New | 15,478 | 1,058 | 0.04% | — | 112 | +15,478 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,957 | 1,022 | 0.0% | 0.0% | 113 | +11,280 | 306.77% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 14,944 | 1,022 | 0.0% | 0.0% | 114 | +8,022 | 115.89% | Q4 2025 | Jan 26, 2026 |
| Numerai GP LLC | History | Reduced | 14,697 | 1,004 | 0.12% | 0.83% | 115 | -75,076 | -83.63% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,520 | 992 | 0.0% | 0.01% | 116 | -340,920 | -95.91% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 13,800 | 943 | 0.0% | — | 117 | +13,800 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,631 | 931 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,582 | 928 | 0.0% | 0.0% | 119 | -155 | -1.13% | Q4 2025 | Feb 18, 2026 |
| Sepio Capital, LP | History | Reduced | 13,576 | 928 | 0.05% | 0.05% | 120 | -135 | -0.98% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,543 | 925 | 0.02% | 0.02% | 121 | +3,124 | 29.98% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 12,327 | 842 | 0.0% | 0.0% | 122 | -2,804 | -18.53% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,755 | 803 | 0.03% | 0.03% | 123 | -2,247 | -16.05% | Q4 2025 | Jan 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,226 | 792 | 0.0% | 0.0% | 124 | +6,028 | 115.97% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Added to | 11,543 | 789 | 0.01% | 0.01% | 125 | +106 | 0.93% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 11,264 | 770 | 0.0% | 0.0% | 126 | +63 | 0.56% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,124 | 760 | 0.0% | 0.0% | 127 | -1,066 | -8.74% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 11,102 | 759 | 0.0% | 0.0% | 128 | -656 | -5.58% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,733 | 753 | 0.01% | 0.01% | 129 | -1,555 | -12.65% | Q4 2025 | Jan 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 10,861 | 742 | 0.01% | 0.01% | 130 | -4,139 | -27.59% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,448 | 714 | 0.01% | 0.01% | 131 | -1,002 | -8.75% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,376 | 709 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,985 | 683 | 0.01% | 0.01% | 133 | -1,322 | -11.69% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,849 | 673 | 0.0% | 0.0% | 134 | -279 | -2.75% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,908 | 666 | 0.0% | 0.0% | 135 | -704 | -7.32% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | New | 9,537 | 652 | 0.0% | — | 136 | +9,537 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 9,412 | 643 | 0.0% | 0.0% | 137 | +4,808 | 104.43% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 9,382 | 641 | 0.0% | — | 138 | +9,382 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,148 | 625 | 0.01% | 0.01% | 139 | +200 | 2.24% | Q4 2025 | Feb 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,037 | 618 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,409 | 574 | 0.0% | 0.0% | 141 | +2,243 | 36.38% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,400 | 574 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 8,109 | 568 | 0.01% | 0.01% | 143 | +1,226 | 17.81% | Q4 2025 | Jan 08, 2026 |
| IEQ CAPITAL, LLC | History | New | 8,255 | 564 | 0.0% | — | 144 | +8,255 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,824 | 534 | 0.0% | 0.0% | 145 | -1,543 | -16.47% | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Added to | 7,655 | 523 | 0.0% | 0.0% | 146 | +225 | 3.03% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,372 | 504 | 0.0% | 0.0% | 147 | -79 | -1.06% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,831 | 467 | 0.0% | 0.0% | 148 | +6,188 | 962.36% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,808 | 465 | 0.01% | 0.01% | 149 | -3,068 | -31.07% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 6,589 | 450 | 0.01% | 0.01% | 150 | +3,186 | 93.62% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 24,702 | 443 | 0.01% | 0.01% | 151 | +30 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 6,300 | 430 | 0.0% | 0.0% | 152 | +397 | 6.73% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Reduced | 6,186 | 422 | 0.0% | 0.0% | 153 | -437 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,059 | 414 | 0.0% | 0.0% | 154 | +769 | 14.54% | Q4 2025 | Jan 29, 2026 |
| Callan Family Office, LLC | History | New | 6,013 | 411 | 0.01% | — | 156 | +6,013 | New | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 5,478 | 411 | 0.01% | 0.01% | 155 | +199 | 3.77% | Q4 2025 | Jan 27, 2026 |
| Vancity Investment Management Ltd | History | No change | 5,939 | 406 | 0.06% | 0.05% | 157 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 5,801 | 396 | 0.01% | 0.01% | 158 | +84 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 5,778 | 395 | 0.0% | 0.0% | 159 | -1,143 | -16.51% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 5,698 | 389 | 0.01% | 0.01% | 160 | +269 | 4.95% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 5,679 | 388 | 0.0% | — | 161 | +5,679 | New | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,577 | 381 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,563 | 380 | 0.01% | 0.02% | 163 | -7,333 | -56.86% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,346 | 365 | 0.01% | 0.0% | 164 | +1,526 | 39.95% | Q4 2025 | Feb 03, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,250 | 358 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,185 | 354 | 0.0% | 0.0% | 166 | +1 | 0.02% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,174 | 353 | 0.0% | 0.0% | 167 | -36 | -0.69% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,945 | 338 | 0.0% | 0.0% | 168 | +619 | 14.31% | Q4 2025 | Feb 13, 2026 |
| CHICAGO TRUST Co NA | History | No change | 4,898 | 334 | 0.05% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 4,773 | 326 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,624 | 316 | 0.0% | 0.0% | 171 | -101 | -2.14% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,620 | 315 | 0.0% | 0.0% | 172 | -179 | -3.73% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,547 | 310 | 0.0% | 0.0% | 173 | +92 | 2.07% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 4,470 | 305 | 0.01% | — | 174 | +4,470 | New | Q4 2025 | Feb 11, 2026 |
| Entropy Technologies, LP | History | Reduced | 4,445 | 303 | 0.02% | 0.07% | 175 | -9,086 | -67.15% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 4,415 | 301 | 0.13% | 0.12% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,304 | 294 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | Added to | 4,148 | 283 | 0.14% | 0.12% | 178 | +941 | 29.34% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 4,055 | 277 | 0.02% | 0.09% | 180 | -7,098 | -63.64% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,049 | 277 | 0.0% | 0.0% | 179 | -5,634 | -58.18% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,014 | 274 | 0.03% | 0.02% | 181 | +431 | 12.03% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 3,994 | 273 | 0.0% | — | 183 | +3,994 | New | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | No change | 4,000 | 273 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 3,966 | 271 | 0.0% | — | 184 | +3,966 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 3,934 | 268 | 0.0% | — | 186 | +3,934 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,930 | 268 | 0.0% | 0.0% | 185 | +126 | 3.31% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | New | 3,914 | 267 | 0.0% | — | 187 | +3,914 | New | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 3,877 | 265 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 3,874 | 264 | 0.0% | 0.0% | 189 | -14 | -0.36% | Q4 2025 | Feb 17, 2026 |
| RBO & CO LLC | History | No change | 3,773 | 257 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,758 | 256 | 0.0% | — | 191 | +3,758 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,683 | 251 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 3,641 | 248 | 0.01% | 0.01% | 193 | -86 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,600 | 246 | 0.0% | 0.07% | 194 | -262,234 | -98.65% | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,580 | 245 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,541 | 242 | 0.0% | 0.0% | 196 | +210 | 6.3% | Q4 2025 | Jan 28, 2026 |
| CADINHA & CO LLC | History | No change | 3,389 | 231 | 0.04% | 0.03% | 197 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | New | 3,378 | 230 | 0.0% | — | 198 | +3,378 | New | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,213 | 219 | 0.01% | 0.01% | 199 | +188 | 6.21% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,202 | 218 | 0.0% | 0.0% | 200 | -428 | -11.79% | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 3,200 | 218 | 0.03% | 0.03% | 202 | -300 | -8.57% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,198 | 218 | 0.01% | 0.01% | 201 | -191 | -5.64% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | New | 3,176 | 217 | 0.0% | — | 203 | +3,176 | New | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 3,131 | 214 | 0.01% | 0.01% | 204 | -7,371 | -70.19% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 3,113 | 212 | 0.0% | 0.0% | 205 | +22 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,045 | 208 | 0.0% | 0.0% | 206 | -4,600 | -60.17% | Q4 2025 | Feb 12, 2026 |
| DF DENT & CO INC | History | Reduced | 3,025 | 206 | 0.0% | 0.0% | 207 | -408 | -11.88% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,001 | 205 | 0.0% | — | 208 | +3,001 | New | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | New | 3,000 | 205 | 0.0% | — | 209 | +3,000 | New | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | New | 2,991 | 204 | 0.01% | — | 210 | +2,991 | New | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,946 | 201 | 0.0% | — | 211 | +2,946 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,917 | 199 | 0.0% | 0.0% | 212 | -30 | -1.02% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 2,907 | 198 | 0.0% | 0.0% | 213 | +35 | 1.22% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 2,866 | 195 | 0.0% | 0.0% | 214 | -106 | -3.57% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 2,570 | 175 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 2,318 | 158 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Added to | 2,279 | 156 | 0.08% | 0.03% | 217 | +1,500 | 192.55% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 2,184 | 149 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,004 | 137 | 0.0% | 0.0% | 219 | -47 | -2.29% | Q4 2025 | Mar 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,833 | 129 | 0.0% | 0.0% | 220 | -194 | -9.57% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,726 | 118 | 0.0% | 0.01% | 221 | +55 | 3.29% | Q4 2025 | Feb 13, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 1,562 | 107 | 0.01% | 0.01% | 222 | -535 | -25.51% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,520 | 104 | 0.0% | 0.0% | 223 | +160 | 11.76% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 1,471 | 101 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,446 | 98 | 0.0% | 0.0% | 225 | -956 | -39.8% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,440 | 98 | 0.0% | 0.0% | 226 | +529 | 58.07% | Q4 2025 | Feb 06, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,230 | 84 | 0.05% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 987 | 67 | 0.03% | 0.03% | 228 | +9 | 0.92% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | New | 973 | 66 | 0.0% | — | 229 | +973 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 809 | 55 | 0.01% | 0.0% | 230 | +321 | 65.78% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 800 | 54 | 0.0% | 0.0% | 231 | +312 | 63.93% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 756 | 51 | 0.0% | 0.0% | 232 | +24 | 3.28% | Q4 2025 | Jan 05, 2026 |
| Ancora Advisors LLC | History | New | 745 | 50 | 0.0% | — | 233 | +745 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 736 | 50 | 0.0% | 0.0% | 234 | +286 | 63.56% | Q4 2025 | Jan 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,000 | 49 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 632 | 43 | 0.0% | 0.0% | 237 | +164 | 35.04% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 643 | 43 | 0.0% | 0.0% | 236 | +7 | 1.1% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 601 | 41 | 0.0% | 0.0% | 238 | -6 | -0.99% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 591 | 40 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 575 | 39 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 500 | 34 | 0.0% | — | 241 | +500 | New | Q4 2025 | Mar 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 486 | 33 | 0.0% | — | 242 | +486 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 474 | 32 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 30 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 417 | 28 | 0.0% | 0.0% | 245 | -71 | -14.55% | Q4 2025 | Feb 03, 2026 |
| Peterson Wealth Services | History | Reduced | 400 | 27 | 0.01% | 0.01% | 247 | -17,066 | -97.71% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | New | 400 | 27 | 0.0% | — | 246 | +400 | New | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 390 | 26 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 345 | 23 | 0.0% | — | 249 | +345 | New | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Reduced | 315 | 22 | 0.0% | 0.0% | 250 | -483 | -60.53% | Q4 2025 | Jan 26, 2026 |
| Quarry LP | History | Reduced | 303 | 20 | 0.0% | 0.01% | 253 | -272 | -47.3% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 293 | 20 | 0.0% | 0.0% | 252 | +142 | 94.04% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 20 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 290 | 19 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 277 | 18 | 0.0% | 0.0% | 255 | +47 | 20.43% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 224 | 15 | 0.0% | 0.0% | 256 | -123 | -35.45% | Q4 2025 | Jan 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 217 | 14 | 0.0% | 0.0% | 257 | -22,075 | -99.03% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 208 | 14 | 0.0% | 0.0% | 258 | +8 | 4.0% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 200 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | No change | 188 | 13 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 180 | 12 | 0.0% | 0.0% | 262 | -45 | -20.0% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | Added to | 178 | 12 | 0.0% | 0.0% | 265 | +12 | 7.23% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 178 | 12 | 0.0% | 0.0% | 263 | -3 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 178 | 12 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 141 | 9 | 0.0% | 0.0% | 266 | +21 | 17.5% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 125 | 8 | 0.0% | 0.0% | 269 | +105 | 525.0% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 125 | 8 | 0.0% | 0.0% | 268 | +58 | 86.57% | Q4 2025 | Jan 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 127 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 111 | 7 | 0.0% | 0.0% | 270 | -200 | -64.31% | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 100 | 6 | 0.0% | — | 273 | +100 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 91 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 6 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 79 | 5 | 0.0% | — | 277 | +79 | New | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 78 | 5 | 0.0% | — | 280 | +78 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | New | 77 | 5 | 0.0% | — | 276 | +77 | New | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | New | 73 | 5 | 0.0% | — | 278 | +73 | New | Q4 2025 | Jan 21, 2026 |
| Meramec Financial Planners, LLC | History | New | 72 | 5 | 0.0% | — | 279 | +72 | New | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 68 | 4 | 0.0% | 0.0% | 282 | +46 | 209.09% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 72 | 4 | 0.0% | 0.0% | 281 | +38 | 111.76% | Q4 2025 | Feb 06, 2026 |
| Asset Planning,Inc | History | No change | 70 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Added to | 54 | 3 | 0.0% | — | 284 | +53 | 5300.0% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 30 | 2 | 0.0% | — | 288 | +30 | New | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 32 | 2 | 0.0% | 0.0% | 286 | +11 | 52.38% | Q4 2025 | Jan 14, 2026 |
| TD Capital Management LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 20 | 1 | 0.0% | — | 292 | +20 | New | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 296 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 15 | 1 | 0.0% | — | 295 | +4 | 36.36% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 290 | -2 | -8.0% | Q4 2025 | Feb 03, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 140 Summer Partners LP | History | Closed out | 0 | 0 | — | 3.18% | — | -558,553 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,398 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.23% | — | -46,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,840 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -25,880 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,344 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,451 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,347 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,213 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,846 | -100.0% | Q3 2025 | Nov 04, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -3,209 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -960 | -100.0% | Q3 2025 | Nov 18, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -856 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -306 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optiver Holding B.V. | History | Reduced | 3 | 0 | — | 0.0% | — | -207 | -98.57% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -18 | -90.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -18 | -78.26% | Q4 2025 | Feb 20, 2026 |
| CIBC Private Wealth Group LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| DecisionPoint Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |