BANCO SANTANDER CHILE - BSAC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | History | Reduced | 3,110,882 | 96,779 | 0.02% | 0.02% | 1 | -8,533 | -0.27% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,471,398 | 76,885 | 0.0% | 0.0% | 2 | -642,072 | -20.62% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,599,117 | 49,748 | 0.0% | 0.0% | 3 | +5,660 | 0.36% | Q4 2025 | Jan 29, 2026 |
| USS Investment Management Ltd | History | Added to | 1,561,544 | 48,603 | 0.23% | 0.13% | 4 | +488,676 | 45.55% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,285,616 | 40,111 | 0.06% | 0.08% | 5 | -611,603 | -32.24% | Q4 2025 | Jan 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,116,573 | 34,736 | 0.0% | 0.0% | 6 | +241,654 | 27.62% | Q4 2025 | Feb 12, 2026 |
| INCA Investments LLC | History | Added to | 1,064,274 | 33,109 | 11.58% | 8.72% | 7 | +349,082 | 48.81% | Q4 2025 | Feb 04, 2026 |
| RWC Asset Management LLP | History | Reduced | 806,568 | 25,092 | 1.23% | 1.09% | 8 | -44,300 | -5.21% | Q4 2025 | Feb 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 763,326 | 23,747 | 0.03% | 0.03% | 9 | -69,321 | -8.33% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 626,218 | 19,481 | 0.03% | 0.02% | 10 | +50,191 | 8.71% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 585,760 | 18,225 | 0.0% | 0.0% | 11 | +19,283 | 3.4% | Q4 2025 | Feb 12, 2026 |
| TT International Asset Management LTD | History | Reduced | 550,315 | 16,999 | 3.59% | 4.78% | 12 | -381,187 | -40.92% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 545,480 | 16,969 | 0.02% | 0.01% | 13 | +19,903 | 3.79% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 511,923 | 15,925 | 0.0% | 0.0% | 14 | -79,514 | -13.44% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 421,349 | 13,108 | 0.0% | 0.0% | 15 | -4,751 | -1.11% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 410,258 | 12,763 | 0.01% | 0.0% | 16 | +155,673 | 61.15% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 405,588 | 12,617 | 0.02% | 0.03% | 17 | -306,485 | -43.04% | Q4 2025 | Jan 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 396,627 | 12,339 | 0.01% | 0.0% | 18 | +80,703 | 25.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 294,128 | 9,150 | 0.0% | 0.0% | 19 | -21,267 | -6.74% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 271,827 | 8,456 | 0.0% | 0.0% | 20 | +187,151 | 221.02% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 226,966 | 7,060 | 0.02% | 0.02% | 21 | -62,073 | -21.48% | Q4 2025 | Feb 10, 2026 |
| DnB Asset Management AS | History | Reduced | 176,088 | 5,478 | 0.02% | 0.02% | 22 | -73,524 | -29.46% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 162,541 | 5,056 | 0.0% | 0.0% | 23 | +6,116 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 136,278 | 4,239 | 0.01% | 0.01% | 24 | +16,326 | 13.61% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 134,397 | 4,182 | 0.0% | 0.0% | 25 | -41,838 | -23.74% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 133,243 | 4,145 | 0.0% | 0.01% | 26 | -54,744 | -29.12% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | No change | 128,029 | 3,982 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 111,648 | 3,473 | 0.01% | 0.01% | 28 | -19,482 | -14.86% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 110,371 | 3,433 | 0.09% | 0.08% | 29 | -1,360 | -1.22% | Q4 2025 | Feb 03, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 108,284 | 3,368 | 0.06% | — | 30 | +108,284 | New | Q4 2025 | Jan 23, 2026 |
| Cardinal Capital Management | History | Added to | 102,880 | 3,200 | 0.42% | 0.37% | 31 | +782 | 0.77% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 99,792 | 3,104 | 0.0% | 0.0% | 32 | -23,137 | -18.82% | Q4 2025 | Feb 17, 2026 |
| Carrera Capital Advisors | History | Added to | 88,178 | 2,743 | 0.46% | 0.41% | 33 | +1,202 | 1.38% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 78,855 | 2,453 | 0.0% | 0.0% | 34 | +32,297 | 69.37% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,303 | 2,404 | 0.0% | 0.0% | 35 | +3,748 | 5.1% | Q4 2025 | Mar 25, 2026 |
| Neuberger Berman Group LLC | History | Added to | 68,149 | 2,127 | 0.0% | 0.0% | 36 | +400 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,095 | 2,056 | 0.0% | 0.0% | 37 | +16,768 | 33.99% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 62,876 | 1,957 | 0.0% | 0.0% | 38 | +14,057 | 28.79% | Q4 2025 | Jan 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 51,408 | 1,595 | 0.0% | — | 39 | +51,408 | New | Q4 2025 | Feb 10, 2026 |
| Henry James International Management Inc. | History | Reduced | 51,002 | 1,586 | 0.5% | 0.41% | 40 | -27 | -0.05% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 47,412 | 1,474 | 0.0% | 0.0% | 41 | -15,868 | -25.08% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 44,120 | 1,372 | 0.02% | — | 42 | +44,120 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 43,551 | 1,354 | 0.0% | 0.0% | 43 | +6,745 | 18.33% | Q4 2025 | Feb 19, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 42,969 | 1,336 | 0.0% | 0.0% | 44 | -9,200 | -17.63% | Q4 2025 | Jan 23, 2026 |
| Ethic Inc. | History | Added to | 38,858 | 1,208 | 0.02% | 0.01% | 45 | +10,858 | 38.78% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 36,377 | 1,131 | 0.0% | 0.0% | 46 | +7,509 | 26.01% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,537 | 1,074 | 0.01% | 0.01% | 47 | -2,742 | -7.36% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Added to | 32,634 | 1,015 | 0.01% | 0.01% | 48 | +2,007 | 6.55% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 32,148 | 1,000 | 0.0% | 0.0% | 49 | +1,472 | 4.8% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 31,353 | 975 | 0.0% | 0.0% | 50 | +11,337 | 56.64% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 27,310 | 850 | 0.0% | 0.0% | 51 | +12,933 | 89.96% | Q4 2025 | Feb 05, 2026 |
| Banco BTG Pactual S.A. | History | New | 26,000 | 808 | 0.14% | — | 52 | +26,000 | New | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 25,225 | 784 | 0.01% | 0.01% | 53 | +2,233 | 9.71% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 24,199 | 757 | 0.03% | — | 54 | +24,199 | New | Q4 2025 | Feb 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 23,688 | 736 | 0.01% | 0.01% | 55 | -8,400 | -26.18% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 22,914 | 712 | 0.0% | — | 56 | +22,914 | New | Q4 2025 | Feb 10, 2026 |
| Qtron Investments LLC | History | Reduced | 21,275 | 661 | 0.09% | 0.08% | 57 | -2,250 | -9.56% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 20,700 | 643 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 20,499 | 638 | 0.01% | 0.01% | 59 | +5,777 | 39.24% | Q4 2025 | Feb 09, 2026 |
| Advisors Preferred, LLC | History | New | 20,272 | 632 | 0.1% | — | 60 | +20,272 | New | Q4 2025 | Feb 02, 2026 |
| Sava Infond d.o.o. | History | Added to | 20,000 | 622 | 0.08% | 0.05% | 61 | +7,000 | 53.85% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 18,767 | 583 | 0.02% | 0.0% | 62 | +13,030 | 227.12% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,170 | 565 | 0.0% | — | 63 | +18,165 | 363300.0% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,525 | 545 | 0.0% | 0.0% | 64 | -5,348 | -23.38% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 17,061 | 530 | 0.01% | — | 65 | +17,061 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,904 | 525 | 0.01% | 0.01% | 66 | -1,218 | -6.72% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 16,165 | 502 | 0.0% | 0.0% | 67 | -35,884 | -68.94% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,521 | 451 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abacus Wealth Partners, LLC | History | New | 13,476 | 419 | 0.04% | — | 69 | +13,476 | New | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 13,439 | 418 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 12,788 | 398 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | Reduced | 12,712 | 395 | 0.0% | 0.01% | 72 | -34,084 | -72.84% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 12,668 | 394 | 0.01% | — | 73 | +12,668 | New | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 11,087 | 344 | 0.01% | — | 74 | +11,087 | New | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,874 | 338 | 0.0% | 0.0% | 75 | -596 | -5.2% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,859 | 337 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 10,540 | 327 | 0.0% | 0.0% | 77 | -1,085 | -9.33% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Reduced | 9,804 | 305 | 0.0% | 0.0% | 78 | -160 | -1.61% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 8,990 | 279 | 0.08% | — | 79 | +8,990 | New | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,824 | 274 | 0.0% | 0.0% | 80 | -1,959 | -18.17% | Q4 2025 | Feb 03, 2026 |
| SYON CAPITAL LLC | History | New | 8,413 | 261 | 0.01% | — | 81 | +8,413 | New | Q4 2025 | Feb 11, 2026 |
| PCM Encore, LLC | History | New | 8,410 | 261 | 0.06% | — | 82 | +8,410 | New | Q4 2025 | Feb 13, 2026 |
| Genus Capital Management Inc. | History | Reduced | 8,003 | 248 | 0.03% | 0.03% | 83 | -2,000 | -19.99% | Q4 2025 | Feb 09, 2026 |
| SELDON CAPITAL LP | History | No change | 7,943 | 247 | 0.09% | 0.07% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 7,298 | 240 | 0.0% | — | 85 | +7,298 | New | Q4 2025 | Jan 21, 2026 |
| R Squared Ltd | History | Reduced | 7,638 | 237 | 0.11% | 0.16% | 86 | -6,467 | -45.85% | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,560 | 235 | 0.03% | 0.03% | 87 | -440 | -5.5% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | New | 9,385 | 230 | 0.0% | — | 88 | +9,385 | New | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,027 | 218 | 0.0% | — | 89 | +7,027 | New | Q4 2025 | Feb 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,833 | 212 | 0.0% | 0.0% | 90 | -1,682 | -19.75% | Q4 2025 | Feb 03, 2026 |
| Tuttle Capital Management, LLC | History | New | 6,767 | 210 | 0.46% | — | 91 | +6,767 | New | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,754 | 210 | 0.0% | — | 92 | +6,754 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,755 | 210 | 0.0% | 0.0% | 93 | +6,698 | 11750.88% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,676 | 207 | 0.02% | — | 94 | +6,676 | New | Q4 2025 | Feb 13, 2026 |
| Raiffeisen Bank International AG | History | New | 6,200 | 194 | 0.0% | — | 95 | +6,200 | New | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 4,700 | 146 | 0.18% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Legal & General Group Plc | History | No change | 4,647 | 144 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,949 | 122 | 0.0% | 0.0% | 98 | +731 | 22.72% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 3,398 | 105 | 0.0% | 0.0% | 99 | +766 | 29.1% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,940 | 91 | 0.0% | 0.0% | 100 | +167 | 6.02% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,819 | 87 | 0.0% | 0.0% | 101 | +143 | 5.34% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 2,666 | 82 | 0.0% | 0.0% | 102 | +2,334 | 703.01% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,981 | 61 | 0.01% | — | 104 | +1,981 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,977 | 61 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,556 | 48 | 0.01% | — | 105 | +1,545 | 14045.45% | Q4 2025 | Mar 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,511 | 47 | 0.0% | 0.0% | 106 | +1,007 | 199.8% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,486 | 46 | 0.0% | 0.0% | 107 | +1,309 | 739.55% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,168 | 36 | 0.0% | 0.0% | 108 | +168 | 16.8% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 1,079 | 34 | 0.0% | 0.0% | 109 | -236 | -17.95% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,035 | 32 | 0.0% | 0.0% | 110 | -282 | -21.41% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 915 | 28 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 735 | 22 | 0.0% | 0.0% | 112 | +176 | 31.48% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 676 | 21 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 634 | 19 | 0.0% | 0.0% | 114 | +46 | 7.82% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 571 | 17 | 0.0% | 0.0% | 115 | +27 | 4.96% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 395 | 12 | 0.0% | — | 116 | +395 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 381 | 11 | 0.0% | — | 117 | +351 | 1170.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 373 | 11 | 0.0% | 0.0% | 118 | +310 | 492.06% | Q4 2025 | Mar 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 347 | 10 | 0.0% | 0.0% | 119 | -348 | -50.07% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 266 | 8 | 0.0% | — | 120 | +266 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | No change | 194 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthCollab, LLC | History | No change | 222 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 170 | 5 | 0.0% | — | 123 | +170 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 170 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | No change | 166 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 113 | 3 | 0.0% | 0.0% | 126 | +42 | 59.15% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 76 | 2 | 0.0% | 0.0% | 129 | +35 | 85.37% | Q4 2025 | Feb 24, 2026 |
| ASSETMARK, INC | History | No change | 75 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | New | 54 | 1 | 0.0% | — | 134 | +54 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | New | 44 | 1 | 0.0% | — | 133 | +44 | New | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.52% | — | -119,793 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -22,538 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,945 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.06% | — | -12,304 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,012 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 10, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |