Anheuser-Busch InBev SA/NV - BUD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 33,113,431 | 2,120,584 | 1.14% | 1.18% | 1 | -3,432,790 | -9.39% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 11,380,404 | 728,801 | 0.25% | 0.24% | 2 | +368,721 | 3.35% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 4,205,767 | 269,337 | 0.02% | 0.01% | 3 | +966,378 | 29.83% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,013,053 | 256,995 | 0.03% | 0.03% | 4 | +45,199 | 1.14% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,246,746 | 207,921 | 0.02% | 0.02% | 5 | -524,200 | -13.9% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,234,019 | 207,106 | 0.03% | 0.03% | 6 | +180,943 | 5.93% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,949,277 | 188,871 | 0.02% | 0.02% | 7 | +204,713 | 7.46% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 2,345,694 | 150,218 | 0.01% | 0.02% | 8 | -2,940,975 | -55.63% | Q4 2025 | Feb 17, 2026 |
| GQG Partners LLC | History | New | 2,338,805 | 149,778 | 0.25% | — | 9 | +2,338,805 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 2,323,621 | 148,804 | 0.06% | 0.07% | 10 | -415,284 | -15.16% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,205,680 | 141,582 | 0.75% | 0.74% | 11 | -118,837 | -5.11% | Q4 2025 | Jan 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,145,589 | 137,403 | 0.08% | 0.04% | 12 | +966,890 | 82.03% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 2,042,918 | 130,828 | 0.03% | 0.03% | 13 | -161,317 | -7.32% | Q4 2025 | Feb 13, 2026 |
| GATES FOUNDATION TRUST | History | No change | 1,703,000 | 109,060 | 0.31% | 0.28% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Reduced | 1,586,175 | 102,482 | 0.02% | 0.02% | 15 | -12,633 | -0.79% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 1,580,605 | 101,221 | 0.02% | 0.01% | 16 | +12,710 | 0.81% | Q4 2025 | Jan 29, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 1,501,890 | 96,181 | 0.29% | 0.28% | 17 | -9,950 | -0.66% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,301,861 | 83,371 | 0.03% | 0.02% | 18 | +430,922 | 49.48% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,278,932 | 81,902 | 0.01% | — | 19 | +1,278,932 | New | Q4 2025 | Feb 17, 2026 |
| Long Focus Capital Management, LLC | History | Added to | 1,265,600 | 81,049 | 2.13% | 2.41% | 20 | +40,000 | 3.26% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,262,864 | 80,873 | 0.09% | 0.05% | 21 | +736,664 | 140.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,149,824 | 73,634 | 0.01% | 0.01% | 22 | +132,044 | 12.97% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | New | 1,039,934 | 66,597 | 0.14% | — | 23 | +1,039,934 | New | Q4 2025 | Feb 17, 2026 |
| Seafarer Capital Partners, LLC | History | No change | 1,034,000 | 66,217 | 17.2% | 17.58% | 24 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 1,025,010 | 65,641 | 1.52% | 1.33% | 25 | -10,352 | -1.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 986,538 | 63,177 | 0.04% | 0.03% | 26 | +157,868 | 19.05% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 946,400 | 60,607 | 0.01% | 0.01% | 27 | -70,539 | -6.94% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 908,912 | 58,206 | 0.0% | 0.0% | 28 | -86,502 | -8.69% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 893,809 | 57,239 | 0.0% | 0.0% | 29 | +709,389 | 384.66% | Q4 2025 | Feb 11, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 797,686 | 51,083 | 0.7% | 0.69% | 30 | -33,686 | -4.05% | Q4 2025 | Jan 22, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 701,343 | 44,914 | 0.62% | 0.48% | 31 | +91,657 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Reduced | 645,100 | 41,312 | 0.24% | 0.31% | 32 | -84,900 | -11.63% | Q4 2025 | Feb 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 630,421 | 40,372 | 0.05% | 0.01% | 33 | +512,839 | 436.15% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 572,316 | 36,651 | 0.03% | 0.03% | 34 | -81,300 | -12.44% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 559,064 | 35,802 | 0.02% | 0.0% | 35 | +432,837 | 342.9% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 492,274 | 31,525 | 0.05% | 0.09% | 36 | -617,900 | -55.66% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 489,500 | 31,347 | 0.01% | 0.01% | 37 | +59,200 | 13.76% | Q4 2025 | Jan 29, 2026 |
| PENN DAVIS MCFARLAND INC | History | Added to | 486,842 | 31,177 | 2.99% | 2.86% | 38 | +22,748 | 4.9% | Q4 2025 | Jan 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 483,000 | 30,931 | 0.02% | 0.01% | 39 | +30,601 | 6.76% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 474,576 | 30,391 | 0.01% | 0.01% | 40 | -220,109 | -31.68% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 446,906 | 28,619 | 0.01% | 0.01% | 41 | -48,231 | -9.74% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 413,418 | 26,475 | 0.04% | 0.03% | 42 | +37,799 | 10.06% | Q4 2025 | Feb 13, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 403,914 | 25,866 | 21.62% | 19.23% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 345,265 | 22,110 | 0.06% | 0.06% | 44 | -8,987 | -2.54% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 341,700 | 21,882 | 0.06% | 0.05% | 45 | +34,035 | 11.06% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 303,535 | 19,438 | 0.0% | 0.0% | 46 | +11,857 | 4.07% | Q4 2025 | Feb 19, 2026 |
| Capco Asset Management, LLC | History | Reduced | 301,100 | 19,282 | 4.72% | 4.26% | 47 | -5,525 | -1.8% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 299,016 | 19,149 | 0.02% | 0.02% | 48 | +7,004 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 268,038 | 17,165 | 0.05% | — | 49 | +268,038 | New | Q4 2025 | Feb 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 259,967 | 16,648 | 0.14% | 0.14% | 50 | -19,368 | -6.93% | Q4 2025 | Feb 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 245,815 | 15,741 | 0.19% | 0.17% | 51 | +8,917 | 3.76% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 243,443 | 15,590 | 0.01% | — | 52 | +243,443 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 236,725 | 15,159 | 0.05% | 0.06% | 53 | -25,953 | -9.88% | Q4 2025 | Feb 12, 2026 |
| LMR Partners LLP | History | Reduced | 206,700 | 13,237 | 0.02% | 0.06% | 54 | -17,639 | -7.86% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 205,634 | 13,168 | 0.01% | 0.01% | 55 | +108,315 | 111.3% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 202,648 | 12,978 | 0.22% | 0.19% | 56 | +7,280 | 3.73% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 193,469 | 12,390 | 0.02% | 0.01% | 57 | +46,047 | 31.23% | Q4 2025 | Feb 10, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 185,796 | 11,898 | 0.09% | 0.12% | 58 | -2 | -0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 185,185 | 11,859 | 0.02% | 0.02% | 59 | +14,385 | 8.42% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 182,974 | 11,717 | 0.0% | 0.0% | 60 | -10,676 | -5.51% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 166,618 | 10,670 | 0.02% | 0.02% | 61 | +55,877 | 50.46% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 157,329 | 10,075 | 0.04% | — | 62 | +157,329 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 154,200 | 9,874 | 0.0% | — | 63 | +154,200 | New | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 141,950 | 9,090 | 0.01% | 0.01% | 64 | -12,781 | -8.26% | Q4 2025 | Feb 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 140,927 | 9,024 | 0.46% | 0.56% | 65 | -43,235 | -23.48% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 139,606 | 8,940 | 0.0% | 0.01% | 66 | -66,723 | -32.34% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 138,653 | 8,879 | 0.01% | 0.01% | 67 | +559 | 0.4% | Q4 2025 | Jan 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 137,861 | 8,828 | 0.0% | 0.0% | 68 | +19,598 | 16.57% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 131,938 | 8,449 | 0.01% | 0.0% | 69 | +25,114 | 23.51% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 116,440 | 7,456 | 0.13% | 0.09% | 70 | +35,655 | 44.14% | Q4 2025 | Feb 17, 2026 |
| SALT Holding Corp. | History | Added to | 114,415 | 7,327 | 5.68% | 3.48% | 71 | +51,815 | 82.77% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 113,460 | 7,265 | 0.01% | 37.09% | 72 | -20,569 | -15.35% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 108,609 | 6,955 | 0.16% | — | 73 | +108,609 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 107,558 | 6,888 | 0.0% | 0.0% | 74 | +5,807 | 5.71% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | Added to | 107,337 | 6,873 | 0.15% | 0.16% | 75 | +20,549 | 23.68% | Q4 2025 | Feb 12, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 106,206 | 6,801 | 0.02% | 0.02% | 76 | -10,150 | -8.72% | Q4 2025 | Feb 13, 2026 |
| Ally Financial Inc. | History | No change | 105,000 | 6,724 | 0.82% | 0.77% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 102,594 | 6,570 | 0.01% | 0.0% | 78 | +320 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Added to | 99,692 | 6,384 | 0.18% | 0.1% | 79 | +9,857 | 10.97% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 91,361 | 5,850 | 0.09% | 0.08% | 80 | +5,732 | 6.69% | Q4 2025 | Feb 03, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 89,339 | 5,721 | 0.8% | 0.76% | 81 | +2,281 | 2.62% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 87,119 | 5,579 | 0.01% | 0.0% | 82 | +3,085 | 3.67% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | New | 83,980 | 5,378 | 0.02% | — | 83 | +83,980 | New | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 83,039 | 5,317 | 0.5% | 0.47% | 84 | +2,126 | 2.63% | Q4 2025 | Feb 04, 2026 |
| Hillman Capital Management, Inc. | History | Reduced | 82,631 | 5,291 | 3.33% | 3.15% | 85 | -8,107 | -8.93% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 82,458 | 5,280 | 0.01% | 0.01% | 86 | +12,024 | 17.07% | Q4 2025 | Feb 18, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 73,030 | 4,676 | 0.17% | 0.15% | 87 | +2,635 | 3.74% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 66,161 | 4,236 | 0.02% | 0.02% | 88 | -2,505 | -3.65% | Q4 2025 | Feb 11, 2026 |
| Heron Bay Capital Management | History | Added to | 65,355 | 4,185 | 0.8% | 0.72% | 89 | +400 | 0.62% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 64,675 | 4,141 | 0.01% | 0.01% | 90 | +7,197 | 12.52% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 62,932 | 4,030 | 0.01% | 0.01% | 91 | +7,453 | 13.43% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 62,014 | 3,971 | 0.0% | 0.0% | 92 | +35,989 | 138.29% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 59,894 | 3,837 | 0.0% | 0.0% | 93 | +18,146 | 43.47% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 59,606 | 3,817 | 0.09% | 0.23% | 94 | -80,712 | -57.52% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 59,117 | 3,801 | 0.18% | 0.18% | 95 | +39,783 | 205.77% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 58,921 | 3,773 | 0.01% | 0.01% | 96 | +798 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 58,661 | 3,756 | 0.0% | 0.0% | 97 | +48,413 | 472.41% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 58,445 | 3,742 | 0.0% | 0.0% | 98 | -1,305 | -2.18% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,492 | 3,681 | 0.01% | 0.01% | 99 | +2,792 | 5.1% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,907 | 3,452 | 0.0% | 0.0% | 100 | -8,899 | -14.17% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 53,083 | 3,399 | 0.04% | 0.03% | 101 | +3,464 | 6.98% | Q4 2025 | Feb 02, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 52,492 | 3,361 | 0.04% | 0.04% | 102 | +2,687 | 5.4% | Q4 2025 | Feb 02, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 52,109 | 3,337 | 0.55% | 0.53% | 103 | -2,431 | -4.46% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,527 | 3,299 | 0.0% | 0.0% | 104 | -2,750 | -5.07% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,372 | 3,289 | 0.0% | 0.0% | 105 | +1,789 | 3.61% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50,675 | 3,245 | 0.0% | 0.0% | 106 | +4,595 | 9.97% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,368 | 3,225 | 0.04% | 0.02% | 107 | +32,477 | 181.53% | Q4 2025 | Feb 06, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 3,202 | 0.14% | 0.13% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 48,493 | 3,105 | 0.0% | 0.03% | 109 | -1,140,383 | -95.92% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 46,974 | 3,042 | 0.02% | 0.02% | 110 | +5,896 | 14.35% | Q4 2025 | Feb 17, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 46,895 | 3,003 | 1.0% | 1.2% | 111 | -11,784 | -20.08% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,850 | 3,000 | 0.0% | 0.0% | 112 | +2,300 | 5.16% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,416 | 2,959 | 0.0% | 0.0% | 113 | +18,107 | 63.96% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 46,132 | 2,954 | 0.04% | 0.02% | 114 | +28,386 | 159.96% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 45,886 | 2,938 | 0.0% | 0.0% | 115 | +28,586 | 165.24% | Q4 2025 | Feb 17, 2026 |
| Ruffer LLP | History | No change | 45,000 | 2,886 | 0.13% | 0.15% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 44,200 | 2,830 | 0.0% | 0.0% | 117 | +15,300 | 52.94% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,091 | 2,824 | 0.01% | 0.01% | 118 | -655 | -1.46% | Q4 2025 | Feb 05, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 43,727 | 2,800 | 0.31% | 0.3% | 119 | -2,146 | -4.68% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 42,011 | 2,690 | 0.0% | 0.0% | 120 | +11,868 | 39.37% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 41,627 | 2,665 | 0.03% | 0.03% | 121 | -1,333 | -3.1% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,711 | 2,543 | 0.0% | 0.0% | 122 | +1,713 | 4.51% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 39,655 | 2,539 | 0.02% | 0.01% | 123 | +10,321 | 35.18% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,491 | 2,529 | 0.0% | 0.01% | 124 | -29,002 | -42.34% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 38,163 | 2,443 | 0.0% | 0.0% | 125 | -1,552 | -3.91% | Q4 2025 | Mar 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 37,705 | 2,414 | 0.05% | 0.06% | 126 | +10,871 | 40.51% | Q4 2025 | Feb 11, 2026 |
| DV EQUITIES, LLC | History | New | 37,508 | 2,402 | 0.43% | — | 127 | +37,508 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 35,934 | 2,301 | 0.01% | — | 128 | +35,934 | New | Q4 2025 | Feb 13, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 35,898 | 2,298 | 0.02% | 0.02% | 129 | +9,098 | 33.95% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 35,553 | 2,276 | 0.01% | 0.01% | 130 | +2,794 | 8.53% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,313 | 2,261 | 0.01% | 0.01% | 131 | +4,026 | 12.87% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 34,014 | 2,197 | 0.03% | 0.03% | 132 | -2,117 | -5.86% | Q4 2025 | Jan 23, 2026 |
| ExodusPoint Capital Management, LP | History | New | 33,766 | 2,162 | 0.02% | — | 133 | +33,766 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 32,876 | 2,105 | 0.01% | 0.01% | 134 | +3,465 | 11.78% | Q4 2025 | Feb 03, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 30,751 | 1,969 | 0.15% | 0.15% | 135 | -6,155 | -16.68% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS | History | New | 30,000 | 1,920 | 0.05% | — | 136 | +30,000 | New | Q4 2025 | Feb 10, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 29,987 | 1,920 | 0.91% | 0.75% | 137 | -5,013 | -14.32% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Reduced | 29,389 | 1,882 | 0.05% | 0.11% | 138 | -5,590 | -15.98% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 28,887 | 1,850 | 0.14% | 0.21% | 139 | -8,209 | -22.13% | Q4 2025 | Feb 10, 2026 |
| XY Capital Ltd | History | Reduced | 28,626 | 1,833 | 1.15% | 1.16% | 140 | -8,335 | -22.55% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 28,316 | 1,813 | 0.02% | — | 141 | +28,316 | New | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 25,732 | 1,647 | 0.03% | 0.03% | 142 | +1,508 | 6.23% | Q4 2025 | Feb 09, 2026 |
| ASO GROUP Ltd | History | New | 25,349 | 1,623 | 0.63% | — | 143 | +25,349 | New | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | New | 25,146 | 1,610 | 0.02% | — | 144 | +25,146 | New | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 25,024 | 1,603 | 0.01% | 0.01% | 145 | -822 | -3.18% | Q4 2025 | Jan 05, 2026 |
| CITIGROUP INC | History | Reduced | 24,995 | 1,600 | 0.0% | 0.0% | 146 | -46,535 | -65.06% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,623 | 1,576 | 0.01% | 0.02% | 147 | -38,171 | -60.79% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,069 | 1,541 | 0.0% | 0.0% | 148 | +388 | 1.64% | Q4 2025 | Feb 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 23,425 | 1,500 | 0.07% | 0.08% | 149 | -2,760 | -10.54% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,149 | 1,482 | 0.02% | 0.02% | 150 | +2,574 | 12.51% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,672 | 1,452 | 0.0% | 0.0% | 151 | +3,430 | 17.83% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 22,530 | 1,442 | 0.0% | 0.0% | 152 | -1,292 | -5.42% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,825 | 1,397 | 0.0% | 0.0% | 153 | +8,463 | 63.34% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 21,668 | 1,387 | 0.03% | 0.03% | 154 | -1,289 | -5.61% | Q4 2025 | Feb 13, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 21,655 | 1,386 | 1.09% | 1.03% | 155 | +345 | 1.62% | Q4 2025 | Jan 28, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 21,389 | 1,369 | 0.0% | 0.0% | 156 | -14,111 | -39.75% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,511 | 1,344 | 0.01% | 0.01% | 157 | -810 | -3.99% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,504 | 1,313 | 0.01% | 0.01% | 158 | +3,831 | 22.98% | Q4 2025 | Jan 26, 2026 |
| Round Hill Asset Management | History | Reduced | 20,346 | 1,302 | 0.82% | 0.81% | 159 | -183 | -0.89% | Q4 2025 | Feb 12, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 19,946 | 1,277 | 0.25% | 0.2% | 160 | -61 | -0.3% | Q4 2025 | Mar 03, 2026 |
| GFS Advisors, LLC | History | Reduced | 19,830 | 1,269 | 0.15% | 0.15% | 161 | -475 | -2.34% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,802 | 1,268 | 0.0% | 0.0% | 162 | +7,907 | 66.47% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 19,721 | 1,262 | 0.01% | 0.02% | 163 | -3,121 | -13.66% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 19,614 | 1,256 | 0.01% | — | 164 | +19,614 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 19,442 | 1,245 | 0.02% | 0.02% | 165 | +1,216 | 6.67% | Q4 2025 | Jan 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 19,134 | 1,225 | 0.02% | 0.02% | 166 | -4,682 | -19.66% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,810 | 1,205 | 0.04% | 0.06% | 167 | -4,148 | -18.07% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 18,440 | 1,180 | 0.04% | 0.05% | 168 | -8,573 | -31.74% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 18,221 | 1,166 | 0.07% | 0.07% | 169 | +1,120 | 6.55% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 17,600 | 1,134 | 0.01% | — | 170 | +17,600 | New | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,571 | 1,125 | 0.0% | 0.0% | 171 | +716 | 4.25% | Q4 2025 | Feb 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 17,553 | 1,124 | 0.02% | — | 172 | +17,553 | New | Q4 2025 | Feb 17, 2026 |
| Citadel Investment Advisory, Inc. | History | Reduced | 16,950 | 1,085 | 0.47% | 0.58% | 173 | -4,310 | -20.27% | Q4 2025 | Jan 21, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 16,885 | 1,081 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,304 | 1,073 | 0.0% | 0.0% | 175 | +2,853 | 19.74% | Q4 2025 | Mar 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 16,678 | 1,068 | 0.14% | 0.15% | 176 | -3,535 | -17.49% | Q4 2025 | Jan 22, 2026 |
| Naviter Wealth, LLC | History | Reduced | 16,451 | 1,053 | 0.14% | 0.13% | 177 | -2,344 | -12.47% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 16,152 | 1,034 | 0.02% | 0.02% | 178 | +841 | 5.49% | Q4 2025 | Feb 04, 2026 |
| Horizon Investments, LLC | History | Added to | 15,999 | 1,024 | 0.01% | 0.01% | 179 | +1,120 | 7.53% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,944 | 1,021 | 0.0% | 0.0% | 180 | -1,454 | -8.36% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 15,816 | 1,012 | 0.03% | 0.03% | 181 | +1,494 | 10.43% | Q4 2025 | Feb 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,802 | 947 | 0.01% | 0.01% | 182 | +2,209 | 17.54% | Q4 2025 | Feb 17, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 14,709 | 941 | 0.3% | 0.3% | 183 | -679 | -4.41% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 14,602 | 935 | 0.01% | 0.01% | 184 | +13 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Added to | 14,266 | 913 | 0.02% | 0.02% | 185 | +1,213 | 9.29% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 13,875 | 888 | 0.01% | 0.01% | 188 | -3,770 | -21.37% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,869 | 888 | 0.02% | 0.02% | 187 | +1,164 | 9.16% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,868 | 888 | 0.01% | 0.01% | 186 | +10 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,727 | 879 | 0.02% | — | 189 | +13,727 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,357 | 855 | 0.03% | 0.02% | 191 | +2,728 | 25.67% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 13,357 | 855 | 0.03% | 0.02% | 190 | +1,439 | 12.07% | Q4 2025 | Feb 06, 2026 |
| 1832 Asset Management L.P. | History | Added to | 13,220 | 846 | 0.0% | 0.0% | 192 | +885 | 7.17% | Q4 2025 | Feb 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,139 | 841 | 0.03% | 0.02% | 193 | +1,688 | 14.74% | Q4 2025 | Jan 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 12,437 | 796 | 0.07% | 0.07% | 194 | -44 | -0.35% | Q4 2025 | Jan 30, 2026 |
| Bristlecone Value Partners, LLC | History | New | 12,362 | 791 | 0.91% | — | 195 | +12,362 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,102 | 775 | 0.0% | 0.02% | 196 | -497,802 | -97.63% | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 12,000 | 768 | 0.01% | 0.01% | 197 | -540 | -4.31% | Q4 2025 | Feb 05, 2026 |
| Miller Global Investments, LLC | History | New | 11,958 | 765 | 0.69% | — | 198 | +11,958 | New | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,731 | 751 | 0.02% | 0.03% | 199 | -2,686 | -18.63% | Q4 2025 | Feb 05, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 11,725 | 750 | 0.1% | 0.09% | 200 | +1,450 | 14.11% | Q4 2025 | Jan 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,372 | 724 | 0.0% | 0.0% | 201 | +3,772 | 49.63% | Q4 2025 | Jan 15, 2026 |
| Centiva Capital, LP | History | Added to | 11,168 | 715 | 0.01% | 0.0% | 203 | +7,668 | 219.09% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 11,180 | 715 | 0.03% | 0.02% | 202 | +3,125 | 38.8% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,022 | 705 | 0.01% | 0.01% | 204 | +3,969 | 56.27% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 10,956 | 701 | 0.01% | 0.01% | 205 | +1,050 | 10.6% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 10,750 | 688 | 0.08% | 0.08% | 206 | -225 | -2.05% | Q4 2025 | Jan 07, 2026 |
| Persium Advisors, LLC | History | Added to | 10,738 | 687 | 0.5% | 0.44% | 207 | +817 | 8.24% | Q4 2025 | Jan 21, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,600 | 678 | 0.0% | 0.01% | 208 | -111,090 | -91.29% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 10,378 | 664 | 0.0% | 0.0% | 209 | -3,063 | -22.79% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,282 | 658 | 0.01% | 0.01% | 210 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 10,074 | 646 | 0.0% | 0.0% | 211 | +82 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Added to | 10,060 | 644 | 0.19% | 0.18% | 212 | +17 | 0.17% | Q4 2025 | Feb 03, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 9,794 | 627 | 0.02% | 0.01% | 213 | +2,339 | 31.37% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 9,547 | 611 | 0.03% | 0.02% | 214 | +3,075 | 47.51% | Q4 2025 | Jan 21, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 9,265 | 593 | 0.04% | — | 216 | +9,265 | New | Q4 2025 | Jan 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 9,266 | 593 | 0.0% | 0.0% | 215 | -18 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Reduced | 9,212 | 589 | 0.08% | 0.08% | 217 | -638 | -6.48% | Q4 2025 | Feb 10, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 9,185 | 588 | 0.42% | 0.39% | 218 | +130 | 1.44% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,119 | 583 | 0.23% | 0.22% | 219 | -353 | -3.73% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 8,884 | 569 | 0.0% | 0.0% | 220 | -441 | -4.73% | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,868 | 567 | 0.0% | 0.0% | 221 | +472 | 5.62% | Q4 2025 | Feb 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 8,840 | 566 | 0.42% | 0.4% | 222 | +250 | 2.91% | Q4 2025 | Feb 19, 2026 |
| Forum Financial Management, LP | History | Added to | 8,748 | 560 | 0.01% | 0.01% | 223 | +40 | 0.46% | Q4 2025 | Jan 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,631 | 552 | 0.0% | 0.0% | 224 | -2,493 | -22.41% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,230 | 527 | 0.0% | 0.0% | 225 | -355 | -4.14% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,158 | 522 | 0.0% | 0.0% | 226 | +2,426 | 42.32% | Q4 2025 | Feb 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,159 | 522 | 0.07% | 0.06% | 227 | +1,281 | 18.62% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,140 | 521 | 0.01% | 0.0% | 228 | +4,037 | 98.39% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 8,143 | 521 | 0.1% | 0.1% | 229 | -96 | -1.17% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 8,066 | 516 | 0.0% | 0.0% | 230 | -197 | -2.38% | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 8,051 | 515 | 0.09% | 0.1% | 231 | -651 | -7.48% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,951 | 513 | 0.02% | 0.03% | 232 | +515 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 7,935 | 508 | 0.0% | 0.01% | 233 | -922 | -10.41% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,881 | 504 | 0.0% | 0.0% | 234 | -643 | -7.54% | Q4 2025 | Feb 12, 2026 |
| May Hill Capital, LLC | History | New | 7,760 | 496 | 0.06% | — | 235 | +7,760 | New | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,745 | 495 | 0.01% | 0.01% | 236 | -837 | -9.75% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,724 | 494 | 0.0% | — | 237 | +7,724 | New | Q4 2025 | Feb 18, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,699 | 493 | 0.09% | 0.0% | 238 | +3,740 | 94.47% | Q4 2025 | Mar 04, 2026 |
| Strategic Global Advisors, LLC | History | New | 7,692 | 492 | 0.08% | — | 239 | +7,692 | New | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 7,620 | 487 | 0.13% | 0.16% | 240 | -1,440 | -15.89% | Q4 2025 | Feb 09, 2026 |
| Traub Capital Management LLC | History | Reduced | 7,364 | 471 | 0.45% | 0.46% | 241 | -500 | -6.36% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,217 | 462 | 0.0% | 0.01% | 242 | -5,483 | -43.17% | Q4 2025 | Feb 18, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 7,143 | 457 | 0.07% | 0.07% | 243 | +51 | 0.72% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,881 | 440 | 0.0% | 0.0% | 244 | +2,051 | 42.46% | Q4 2025 | Mar 16, 2026 |
| Kennondale Capital Management LLC | History | No change | 6,643 | 425 | 0.31% | 0.3% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 6,562 | 420 | 0.2% | 0.2% | 246 | -587 | -8.21% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,523 | 417 | 0.01% | 0.01% | 247 | -8,406 | -56.31% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 6,500 | 416 | 0.0% | 0.0% | 248 | +1,563 | 31.66% | Q4 2025 | Jan 26, 2026 |
| Brucke Financial, Inc. | History | Added to | 6,235 | 399 | 0.22% | 0.22% | 249 | +178 | 2.94% | Q4 2025 | Jan 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 6,195 | 396 | 0.0% | 0.0% | 250 | -3,990 | -39.18% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 6,087 | 389 | 0.01% | 0.01% | 251 | -3,246 | -34.78% | Q4 2025 | Feb 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 6,005 | 384 | 0.02% | 0.02% | 252 | +26 | 0.43% | Q4 2025 | Feb 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 5,973 | 382 | 0.05% | 0.04% | 253 | +867 | 16.98% | Q4 2025 | Jan 14, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 5,951 | 381 | 0.06% | 0.08% | 254 | -4,245 | -41.63% | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | New | 5,942 | 380 | 0.09% | — | 255 | +5,942 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,918 | 379 | 0.01% | 0.01% | 256 | +391 | 7.07% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,904 | 378 | 0.01% | 0.0% | 258 | +4,003 | 210.57% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 5,909 | 378 | 0.0% | 0.0% | 257 | +740 | 14.32% | Q4 2025 | Jan 30, 2026 |
| Glenview Trust Co | History | Reduced | 5,861 | 375 | 0.01% | 0.01% | 259 | -13 | -0.22% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,644 | 361 | 0.0% | 0.0% | 261 | +1,244 | 28.27% | Q4 2025 | Feb 12, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 5,649 | 361 | 0.13% | 0.12% | 260 | -107 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,595 | 358 | 0.01% | 0.01% | 262 | +293 | 5.53% | Q4 2025 | Feb 02, 2026 |
| Lotus Technology Management, LP | History | New | 5,534 | 354 | 0.2% | — | 264 | +5,534 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,536 | 354 | 0.01% | 0.01% | 263 | +719 | 14.93% | Q4 2025 | Jan 07, 2026 |
| Boston Partners | History | No change | 5,500 | 352 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,500 | 352 | 0.08% | 0.07% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 5,474 | 350 | 0.0% | 0.0% | 267 | -2,170 | -28.39% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,478 | 350 | 0.0% | 0.01% | 268 | -832 | -13.19% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,464 | 349 | 0.02% | 0.01% | 269 | +754 | 16.01% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 5,462 | 349 | 0.02% | 0.02% | 270 | -329 | -5.68% | Q4 2025 | Jan 26, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 5,414 | 347 | 0.07% | 0.07% | 271 | -83 | -1.51% | Q4 2025 | Feb 05, 2026 |
| MQS Management LLC | History | Added to | 5,389 | 345 | 0.2% | 0.12% | 272 | +1,826 | 51.25% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,344 | 342 | 0.04% | 0.04% | 273 | -278 | -4.94% | Q4 2025 | Feb 13, 2026 |
| 626 Financial, LLC | History | Reduced | 5,306 | 339 | 0.15% | 0.15% | 274 | -415 | -7.25% | Q4 2025 | Feb 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,279 | 338 | 0.01% | 0.01% | 275 | +73 | 1.4% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,272 | 337 | 0.0% | 0.0% | 276 | +62 | 1.19% | Q4 2025 | Jan 28, 2026 |
| Ascent Group, LLC | History | Added to | 5,225 | 334 | 0.01% | 0.01% | 277 | +1,483 | 39.63% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Added to | 5,175 | 331 | 0.0% | 0.0% | 278 | +256 | 5.2% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,066 | 324 | 0.01% | 0.01% | 279 | +503 | 11.02% | Q4 2025 | Feb 04, 2026 |
| DRW Securities, LLC | History | New | 5,024 | 321 | 0.01% | — | 280 | +5,024 | New | Q4 2025 | Feb 12, 2026 |
| AMERICAN ASSETS INC | History | No change | 5,000 | 320 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SYON CAPITAL LLC | History | Reduced | 4,996 | 319 | 0.02% | 0.02% | 282 | -402 | -7.45% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Reduced | 4,908 | 314 | 0.02% | 0.04% | 283 | -2,728 | -35.73% | Q4 2025 | Feb 06, 2026 |
| Cetera Trust Company, N.A | History | Added to | 4,850 | 310 | 0.17% | 0.13% | 284 | +950 | 24.36% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 4,812 | 308 | 0.0% | 0.0% | 285 | +1,188 | 32.78% | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,798 | 307 | 0.04% | 0.04% | 286 | +417 | 9.52% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 4,789 | 306 | 0.0% | — | 287 | +4,789 | New | Q4 2025 | Jan 30, 2026 |
| PDS Planning, Inc | History | Reduced | 4,768 | 305 | 0.02% | 0.02% | 288 | -523 | -9.88% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,754 | 304 | 0.0% | 0.0% | 289 | +1,142 | 31.62% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | New | 4,693 | 300 | 0.02% | — | 290 | +4,693 | New | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | New | 4,543 | 290 | 0.01% | — | 291 | +4,543 | New | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,530 | 290 | 0.0% | 0.0% | 292 | -331 | -6.81% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,523 | 289 | 0.01% | 0.01% | 293 | -130 | -2.79% | Q4 2025 | Feb 10, 2026 |
| CoreFirst Bank & Trust | History | Added to | 4,485 | 287 | 0.16% | 0.08% | 294 | +1,995 | 80.12% | Q4 2025 | Feb 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 4,417 | 282 | 0.24% | 0.24% | 295 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | No change | 4,417 | 282 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,379 | 280 | 0.0% | 0.01% | 297 | -663 | -13.15% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,330 | 277 | 0.0% | 0.0% | 298 | -1,479 | -25.46% | Q4 2025 | Feb 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,615 | 274 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,141 | 265 | 0.04% | — | 300 | +4,141 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,038 | 258 | 0.01% | — | 301 | +4,038 | New | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,985 | 255 | 0.0% | 0.0% | 302 | -52 | -1.29% | Q4 2025 | Jan 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,981 | 254 | 0.02% | — | 304 | +3,981 | New | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 3,972 | 254 | 0.01% | 0.01% | 303 | +10 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Sandro Wealth Management LLC | History | New | 3,942 | 252 | 0.21% | — | 305 | +3,942 | New | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | New | 3,885 | 248 | 0.0% | — | 306 | +3,885 | New | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 3,886 | 248 | 0.03% | 0.03% | 307 | +57 | 1.49% | Q4 2025 | Jan 23, 2026 |
| Frec Markets, Inc. | History | New | 3,870 | 247 | 0.07% | — | 308 | +3,870 | New | Q4 2025 | Feb 17, 2026 |
| West Family Investments, Inc. | History | Reduced | 3,824 | 244 | 0.06% | 9.65% | 309 | -970 | -20.23% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 3,817 | 243 | 0.0% | 0.0% | 310 | -13,511 | -77.97% | Q4 2025 | Feb 10, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,809 | 243 | 0.01% | 0.01% | 311 | -66 | -1.7% | Q4 2025 | Jan 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 3,760 | 240 | 0.05% | — | 312 | +3,760 | New | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,730 | 238 | 0.0% | 0.0% | 313 | +195 | 5.52% | Q4 2025 | Feb 17, 2026 |
| Covenant Partners, LLC | History | No change | 3,729 | 238 | 0.07% | 0.06% | 314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 3,666 | 234 | 0.17% | — | 315 | +3,666 | New | Q4 2025 | Feb 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,648 | 233 | 0.07% | 0.08% | 316 | -204 | -5.3% | Q4 2025 | Feb 10, 2026 |
| Clarius Group, LLC | History | New | 3,636 | 232 | 0.01% | — | 317 | +3,636 | New | Q4 2025 | Jan 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 3,615 | 231 | 0.04% | 0.04% | 318 | -550 | -13.21% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,572 | 228 | 0.0% | 0.0% | 319 | +75 | 2.14% | Q4 2025 | Feb 02, 2026 |
| Headlands Technologies LLC | History | New | 3,551 | 227 | 0.02% | — | 320 | +3,551 | New | Q4 2025 | Feb 13, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 3,520 | 225 | 0.05% | — | 321 | +3,520 | New | Q4 2025 | Jan 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,475 | 222 | 0.0% | 0.02% | 323 | -10,129 | -74.46% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,481 | 222 | 0.0% | — | 322 | +3,481 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,439 | 220 | 0.0% | 0.0% | 324 | -40 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | New | 3,429 | 219 | 0.01% | — | 325 | +3,429 | New | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,412 | 218 | 0.0% | 0.0% | 326 | +1,188 | 53.42% | Q4 2025 | Jan 23, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,397 | 217 | 0.02% | 0.02% | 327 | -697 | -17.02% | Q4 2025 | Jan 26, 2026 |
| Northside Capital Management, LLC | History | New | 3,350 | 214 | 0.02% | — | 328 | +3,350 | New | Q4 2025 | Jan 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,353 | 214 | 0.01% | 0.02% | 329 | -419 | -11.11% | Q4 2025 | Jan 13, 2026 |
| Five Oceans Advisors | History | New | 3,329 | 213 | 0.08% | — | 331 | +3,329 | New | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,328 | 213 | 0.0% | 0.0% | 330 | -31 | -0.92% | Q4 2025 | Feb 17, 2026 |
| S.E.E.D. Planning Group LLC | History | New | 3,290 | 210 | 0.06% | — | 332 | +3,290 | New | Q4 2025 | Jan 09, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 3,290 | 210 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | New | 3,275 | 209 | 0.0% | — | 334 | +3,275 | New | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,265 | 209 | 0.0% | — | 335 | +3,265 | New | Q4 2025 | Feb 02, 2026 |
| Rehmann Capital Advisory Group | History | New | 3,263 | 208 | 0.01% | — | 336 | +3,263 | New | Q4 2025 | Mar 04, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 3,226 | 206 | 0.13% | — | 337 | +3,226 | New | Q4 2025 | Jan 14, 2026 |
| Sivia Capital Partners, LLC | History | New | 3,199 | 204 | 0.04% | — | 338 | +3,199 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,172 | 203 | 0.01% | 0.01% | 339 | -211 | -6.24% | Q4 2025 | Feb 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,163 | 202 | 0.04% | 0.04% | 340 | -260 | -7.6% | Q4 2025 | Jan 30, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 3,152 | 201 | 0.04% | — | 342 | +3,152 | New | Q4 2025 | Feb 03, 2026 |
| Principle Wealth Partners LLC | History | New | 3,139 | 201 | 0.01% | — | 341 | +3,139 | New | Q4 2025 | Feb 06, 2026 |
| DGS Capital Management, LLC | History | New | 3,134 | 200 | 0.03% | — | 343 | +3,134 | New | Q4 2025 | Feb 24, 2026 |
| ATWOOD & PALMER INC | History | Added to | 3,004 | 192 | 0.01% | 0.01% | 344 | +4 | 0.13% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,954 | 189 | 0.01% | 0.01% | 345 | +380 | 14.76% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,566 | 164 | 0.01% | 0.0% | 346 | +1,013 | 65.23% | Q4 2025 | Feb 06, 2026 |
| Purpose Unlimited Inc. | History | New | 2,534 | 162 | 0.01% | — | 348 | +2,534 | New | Q4 2025 | Mar 20, 2026 |
| GAMMA Investing LLC | History | Added to | 2,536 | 162 | 0.01% | 0.01% | 347 | +783 | 44.67% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 2,503 | 160 | 0.0% | — | 349 | +2,503 | New | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | New | 2,491 | 159 | 0.01% | — | 351 | +2,491 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,484 | 159 | 0.0% | — | 350 | +2,484 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,290 | 147 | 0.0% | 0.0% | 352 | -20 | -0.87% | Q4 2025 | Feb 05, 2026 |
| TCTC Holdings, LLC | History | No change | 2,306 | 147 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,147 | 137 | 0.01% | 0.01% | 354 | -174 | -7.5% | Q4 2025 | Feb 10, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,050 | 131 | 0.01% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,788 | 114 | 0.0% | 0.0% | 356 | -11 | -0.61% | Q4 2025 | Jan 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,744 | 111 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,693 | 108 | 0.03% | 0.06% | 358 | +13 | 0.77% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,669 | 106 | 0.02% | 0.02% | 359 | +368 | 28.29% | Q4 2025 | Jan 05, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,655 | 105 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pflug Koory, LLC | History | Reduced | 1,619 | 103 | 0.05% | 0.05% | 361 | -8 | -0.49% | Q4 2025 | Jan 20, 2026 |
| Banque de Luxembourg S.A. | History | No change | 1,566 | 100 | 0.04% | 0.05% | 362 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,535 | 98 | 0.0% | 0.0% | 363 | -270 | -14.96% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,458 | 93 | 0.01% | 0.01% | 364 | -25 | -1.69% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,422 | 91 | 0.0% | 0.0% | 365 | -106 | -6.94% | Q4 2025 | Feb 09, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,373 | 87 | 0.01% | — | 366 | +1,373 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,250 | 80 | 0.02% | 0.02% | 367 | -84 | -6.3% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,238 | 79 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cromwell Holdings LLC | History | Added to | 1,203 | 77 | 0.04% | 0.04% | 369 | +78 | 6.93% | Q4 2025 | Jan 20, 2026 |
| SG Americas Securities, LLC | History | Reduced | 224,800 | 69 | 0.0% | 0.0% | 371 | -5,815 | -2.52% | Q4 2025 | Jan 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,084 | 69 | 0.0% | 0.0% | 370 | -454 | -29.52% | Q4 2025 | Feb 09, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 1,084 | 69 | 0.05% | 0.05% | 372 | -10 | -0.91% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 1,074 | 68 | 0.0% | 0.0% | 373 | -406 | -27.43% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,074 | 68 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,050 | 67 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,042 | 66 | 0.0% | 0.0% | 376 | -45 | -4.14% | Q4 2025 | Feb 02, 2026 |
| 10Elms LLP | History | No change | 1,042 | 66 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 1,000 | 64 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 993 | 63 | 0.02% | — | 379 | +993 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 964 | 61 | 0.0% | — | 380 | +964 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 950 | 60 | 0.01% | 0.01% | 381 | -100 | -9.52% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 900 | 57 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 890 | 56 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 865 | 55 | 0.0% | 0.0% | 384 | +619 | 251.63% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 816 | 52 | 0.0% | 0.0% | 385 | +60 | 7.94% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | Added to | 817 | 52 | 0.01% | 0.01% | 386 | +1 | 0.12% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 801 | 51 | 0.0% | 0.0% | 387 | +52 | 6.94% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 772 | 49 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| DV Trading LLC | History | New | 755 | 48 | 0.0% | — | 389 | +755 | New | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 742 | 47 | 0.0% | 0.0% | 390 | -934 | -55.73% | Q4 2025 | Feb 06, 2026 |
| Hara Capital LLC | History | No change | 745 | 47 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 3,820 | 45 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 712 | 45 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 500 | 32 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 498 | 31 | 0.0% | 0.0% | 395 | +220 | 79.14% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 474 | 30 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Meramec Financial Planners, LLC | History | New | 389 | 29 | 0.01% | — | 400 | +389 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 456 | 29 | 0.01% | 0.01% | 399 | +43 | 10.41% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 471 | 29 | 0.0% | 0.0% | 398 | +25 | 5.61% | Q4 2025 | Jan 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 464 | 29 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 448 | 28 | 0.0% | 0.0% | 401 | -90 | -16.73% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 448 | 28 | 0.0% | 0.0% | 402 | -17 | -3.66% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 434 | 27 | 0.01% | 0.03% | 404 | -824 | -65.5% | Q4 2025 | Feb 18, 2026 |
| Independence Bank of Kentucky | History | Added to | 429 | 27 | 0.0% | 0.0% | 403 | +29 | 7.25% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 411 | 26 | 0.0% | 0.0% | 406 | -6,850 | -94.34% | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 406 | 26 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 403 | 25 | 0.02% | — | 408 | +403 | New | Q4 2025 | Feb 19, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 392 | 25 | 0.0% | 0.0% | 407 | -153 | -28.07% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 390 | 24 | 0.0% | — | 409 | +380 | 3800.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | Added to | 363 | 23 | 0.01% | 0.0% | 411 | +39 | 12.04% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Added to | 364 | 23 | 0.0% | 0.0% | 410 | +6 | 1.68% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 331 | 21 | 0.0% | 0.0% | 412 | +180 | 119.21% | Q4 2025 | Feb 24, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 324 | 20 | 0.01% | — | 414 | +324 | New | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 327 | 20 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 309 | 19 | 0.0% | — | 415 | +309 | New | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 302 | 19 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 299 | 19 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 303 | 19 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | No change | 305 | 19 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 273 | 17 | 0.0% | — | 421 | +273 | New | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 272 | 17 | 0.0% | 0.0% | 420 | -79 | -22.51% | Q4 2025 | Jan 27, 2026 |
| SRH ADVISORS, LLC | History | No change | 259 | 16 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 255 | 16 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Reduced | 238 | 15 | 0.0% | 0.0% | 424 | -34 | -12.5% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 226 | 14 | 0.0% | 0.0% | 427 | -8 | -3.42% | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 222 | 14 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 230 | 14 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Added to | 193 | 12 | 0.0% | 0.0% | 429 | +106 | 121.84% | Q4 2025 | Jan 08, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 200 | 12 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ransom Advisory, Ltd | History | No change | 200 | 12 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Stone House Investment Management, LLC | History | New | 180 | 11 | 0.0% | — | 432 | +180 | New | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 174 | 11 | 0.0% | 0.0% | 431 | -16 | -8.42% | Q4 2025 | Jan 22, 2026 |
| YANKCOM Partnership | History | New | 159 | 10 | 0.0% | — | 439 | +159 | New | Q4 2025 | Jan 20, 2026 |
| J.Safra Asset Management Corp | History | New | 157 | 10 | 0.0% | — | 436 | +157 | New | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 167 | 10 | 0.0% | 0.0% | 440 | -63 | -27.39% | Q4 2025 | Jan 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 161 | 10 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 168 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 162 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Costello Asset Management, INC | History | No change | 171 | 10 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 158 | 10 | 0.0% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 150 | 9 | 0.01% | 0.0% | 442 | -373 | -71.32% | Q4 2025 | Feb 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 149 | 9 | 0.01% | — | 444 | +149 | New | Q4 2025 | Mar 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 149 | 9 | 0.01% | 0.01% | 443 | -108 | -42.02% | Q4 2025 | Jan 28, 2026 |
| Winch Advisory Services, LLC | History | No change | 154 | 9 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | New | 125 | 8 | 0.0% | — | 445 | +125 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 117 | 8 | 0.0% | — | 446 | +117 | New | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 132 | 8 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 115 | 7 | 0.0% | — | 448 | +115 | New | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 114 | 7 | 0.0% | — | 451 | +114 | New | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | New | 114 | 7 | 0.0% | — | 453 | +114 | New | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 111 | 7 | 0.0% | 0.0% | 452 | +24 | 27.59% | Q4 2025 | Jan 29, 2026 |
| GW&K Investment Management, LLC | History | No change | 114 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 116 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 100 | 6 | 0.0% | — | 456 | +100 | New | Q4 2025 | Jan 21, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 99 | 6 | 0.0% | — | 460 | +99 | New | Q4 2025 | Jan 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 107 | 6 | 0.0% | — | 455 | +96 | 872.73% | Q4 2025 | Feb 13, 2026 |
| Ninety One UK Ltd | History | No change | 99 | 6 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 81 | 5 | 0.0% | — | 465 | +81 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 86 | 5 | 0.0% | 0.0% | 462 | +64 | 290.91% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | Added to | 83 | 5 | 0.0% | 0.0% | 466 | +57 | 219.23% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 86 | 5 | 0.0% | 0.0% | 461 | -12 | -12.24% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighMark Wealth Management LLC | History | No change | 91 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 76 | 4 | 0.0% | — | 473 | +76 | New | Q4 2025 | Mar 04, 2026 |
| Nemes Rush Group LLC | History | New | 68 | 4 | 0.0% | — | 476 | +68 | New | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | New | 66 | 4 | 0.0% | — | 469 | +66 | New | Q4 2025 | Jan 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 64 | 4 | 0.0% | — | 467 | +64 | New | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 63 | 4 | 0.0% | — | 468 | +63 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 70 | 4 | 0.0% | 0.0% | 474 | +22 | 45.83% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 64 | 4 | 0.01% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 61 | 3 | 0.0% | — | 490 | +61 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 53 | 3 | 0.0% | — | 488 | +53 | New | Q4 2025 | Feb 25, 2026 |
| Stephens Consulting, LLC | History | New | 50 | 3 | 0.0% | — | 484 | +50 | New | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | New | 49 | 3 | 0.0% | — | 478 | +49 | New | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 49 | 3 | 0.0% | — | 480 | +49 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 49 | 3 | 0.0% | 0.0% | 477 | +32 | 188.24% | Q4 2025 | Feb 02, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 49 | 3 | 0.0% | 0.0% | 485 | -25 | -33.78% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 486 | +1 | 1.82% | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 47 | 3 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 50 | 3 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clark Wealth Partners | History | No change | 50 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 34 | 2 | 0.0% | 0.1% | 499 | -2,308 | -98.55% | Q4 2025 | Mar 03, 2026 |
| HFM Investment Advisors, LLC | History | New | 44 | 2 | 0.0% | — | 503 | +44 | New | Q4 2025 | Feb 05, 2026 |
| Monetary Solutions, Ltd | History | New | 44 | 2 | 0.0% | — | 506 | +44 | New | Q4 2025 | Feb 23, 2026 |
| BAYBAN | History | New | 42 | 2 | 0.0% | — | 505 | +42 | New | Q4 2025 | Mar 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 41 | 2 | 0.0% | — | 504 | +41 | New | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 39 | 2 | 0.0% | — | 498 | +39 | New | Q4 2025 | Feb 05, 2026 |
| Whipplewood Advisors, LLC | History | New | 36 | 2 | 0.0% | — | 501 | +36 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 34 | 2 | 0.0% | — | 493 | +34 | New | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | New | 34 | 2 | 0.0% | — | 494 | +34 | New | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | New | 22 | 2 | 0.0% | — | 491 | +22 | New | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 45 | 2 | 0.0% | 0.0% | 492 | +10 | 28.57% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 495 | +8 | 21.05% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 35 | 2 | 0.0% | 0.0% | 497 | +5 | 16.67% | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 17 | 1 | 0.0% | 0.0% | 507 | -102 | -85.71% | Q4 2025 | Jan 20, 2026 |
| Quaker Wealth Management, LLC | History | New | 28 | 1 | 0.0% | — | 509 | +28 | New | Q4 2025 | Jan 28, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 23 | 1 | 0.0% | — | 514 | +23 | New | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | New | 22 | 1 | 0.0% | — | 519 | +22 | New | Q4 2025 | Mar 26, 2026 |
| Strive Financial Group ,LLC | History | New | 21 | 1 | 0.0% | — | 516 | +21 | New | Q4 2025 | Feb 18, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 20 | 1 | 0.0% | — | 510 | +20 | New | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 19 | 1 | 0.0% | — | 513 | +19 | New | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 1 | 0.0% | — | 517 | +19 | New | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 19 | 1 | 0.0% | — | 518 | +19 | New | Q4 2025 | Feb 18, 2026 |
| SJS Investment Consulting Inc. | History | New | 18 | 1 | 0.0% | — | 511 | +18 | New | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 16 | 1 | 0.0% | — | 515 | +16 | New | Q4 2025 | Jan 23, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| City State Bank | History | No change | 25 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -195,368 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -156,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -109,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.5% | — | -80,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -37,772 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -21,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -21,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -19,084 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -18,656 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fairtree Asset Management (Pty) Ltd | History | Closed out | 0 | 0 | — | 0.63% | — | -16,161 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Solitude Financial Services | History | Closed out | 0 | 0 | — | 0.23% | — | -11,490 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,961 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Compass Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,809 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,453 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,637 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qtron Investments LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.09% | — | -7,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JACOBS & CO/CA | History | Closed out | 0 | 0 | — | 0.03% | — | -4,533 | -100.0% | Q3 2025 | Oct 01, 2025 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,528 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,381 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,627 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,600 | -100.0% | Q3 2025 | Oct 08, 2025 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,506 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,016 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -490 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAILLIE GIFFORD & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 1 | 0 | — | 0.0% | — | -111 | -99.11% | Q4 2025 | Feb 10, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Key FInancial Inc | History | Reduced | 7 | 0 | — | 0.0% | — | -25 | -78.13% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 23, 2026 |
| Retirement Wealth Solutions LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 07, 2026 |
| Ares Financial Consulting, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Anfield Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| American Capital Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |