BLACKSTONE MORTGAGE TRUST, INC. - BXMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 24,310,835 | 465,066 | 0.01% | 0.01% | 1 | -29,507 | -0.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 16,948,886 | 324,232 | 0.0% | 0.0% | 2 | -331,593 | -1.92% | Q4 2025 | Jan 29, 2026 |
| Blackstone Inc. | History | Added to | 9,283,323 | 177,589 | 0.7% | 0.64% | 3 | +681,831 | 7.93% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 6,050,847 | 118,563 | 0.0% | 0.0% | 4 | -106,088 | -1.72% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,926,387 | 75,122 | 0.0% | 0.0% | 5 | -60,086 | -1.51% | Q4 2025 | Feb 09, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 3,346,100 | 64,010 | 0.13% | 0.07% | 6 | +782,700 | 30.53% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,429,775 | 46,481 | 0.01% | 0.01% | 7 | -41,319 | -1.67% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,407,160 | 46,048 | 0.0% | 0.0% | 8 | +108,688 | 4.73% | Q4 2025 | Feb 13, 2026 |
| BAMCO INC /NY/ | History | Added to | 2,000,621 | 38,271 | 0.1% | 0.08% | 9 | +304,307 | 17.94% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,998,880 | 38,238 | 0.0% | — | 10 | +1,998,880 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,752,803 | 33,531 | 0.0% | 0.0% | 11 | -152,901 | -8.02% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,607,185 | 30,745 | 0.0% | 0.0% | 12 | +264,256 | 19.68% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 1,555,062 | 29,748 | 0.0% | 0.01% | 13 | -1,526,943 | -49.54% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 1,354,870 | 25,918 | 0.0% | 0.0% | 14 | +277,280 | 25.73% | Q4 2025 | Feb 19, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,166,928 | 22,323 | 0.26% | 0.26% | 15 | +39,275 | 3.48% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,159,271 | 22,176 | 0.0% | 0.0% | 16 | +88,621 | 8.28% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 1,153,577 | 22,067 | 0.11% | 0.09% | 17 | +143,485 | 14.21% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,059,245 | 20,263 | 0.0% | 0.0% | 18 | -83,924 | -7.34% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,056,332 | 20,207 | 0.0% | 0.0% | 19 | +76,393 | 7.8% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 996,705 | 19,066 | 0.0% | 0.0% | 20 | -101,862 | -9.27% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 952,613 | 18,223 | 0.02% | 0.01% | 21 | +87,149 | 10.07% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 895,139 | 17,124 | 0.01% | 0.01% | 22 | +332,044 | 58.97% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 873,569 | 16,711 | 0.0% | 0.0% | 23 | +447,967 | 105.25% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 777,867 | 14,880 | 0.02% | 0.02% | 24 | +50,098 | 6.88% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 769,534 | 14,721 | 0.02% | 0.02% | 25 | +39,554 | 5.42% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 751,478 | 14,375 | 0.01% | 0.01% | 26 | -18,751 | -2.43% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 712,193 | 13,624 | 0.02% | 0.02% | 27 | +81,422 | 12.91% | Q4 2025 | Mar 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 710,874 | 13,599 | 0.01% | 0.0% | 28 | +694,942 | 4361.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 545,655 | 10,438 | 0.04% | 0.04% | 29 | -76,352 | -12.28% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 505,106 | 9,662 | 0.01% | 0.01% | 30 | +131,929 | 35.35% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 488,946 | 9,353 | 0.0% | 0.0% | 31 | -458,967 | -48.42% | Q4 2025 | Feb 17, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 480,653 | 9,194 | 0.54% | 0.51% | 32 | +860 | 0.18% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 451,533 | 8,637 | 0.01% | 0.01% | 33 | -25,710 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 416,211 | 7,962 | 0.0% | 0.0% | 34 | -58,204 | -12.27% | Q4 2025 | Feb 09, 2026 |
| GFS Advisors, LLC | History | Reduced | 413,315 | 7,906 | 0.94% | 1.2% | 35 | -96,440 | -18.92% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 404,215 | 7,732 | 0.0% | — | 36 | +404,215 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 392,622 | 7,510 | 0.0% | 0.0% | 37 | -185,822 | -32.12% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 386,702 | 7,397 | 0.0% | 0.0% | 38 | +63,569 | 19.67% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 375,001 | 7,173 | 0.06% | 0.05% | 39 | -25,000 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 350,434 | 6,703 | 0.0% | 0.0% | 40 | -107,899 | -23.54% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 330,986 | 6,340 | 0.0% | 0.0% | 41 | -32,841 | -9.03% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 321,400 | 6,148 | 0.0% | 0.0% | 42 | +5,400 | 1.71% | Q4 2025 | Feb 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 320,000 | 6,121 | 1.38% | 1.4% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 309,654 | 5,923 | 0.02% | 0.03% | 44 | -7,546 | -2.38% | Q4 2025 | Feb 18, 2026 |
| Dupree Financial Group, LLC | History | Added to | 306,423 | 5,861 | 2.14% | 2.1% | 45 | +6,892 | 2.3% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 302,929 | 5,795 | 0.31% | 0.36% | 46 | -6,815 | -2.2% | Q4 2025 | Jan 26, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 293,843 | 5,621 | 0.46% | 0.32% | 47 | +85,004 | 40.7% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 285,845 | 5,468 | 0.0% | 0.0% | 48 | +52,735 | 22.62% | Q4 2025 | Feb 13, 2026 |
| John & Kathleen Schreiber Foundation | History | No change | 282,929 | 5,412 | 4.21% | 3.37% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 270,455 | 5,173 | 0.01% | 0.01% | 50 | -129,040 | -32.3% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 265,761 | 5,084 | 0.0% | 0.0% | 51 | +16,311 | 6.54% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 247,296 | 4,730 | 0.0% | — | 52 | +247,296 | New | Q4 2025 | Feb 13, 2026 |
| Bracebridge Capital, LLC | History | Added to | 241,700 | 4,623 | 0.15% | 0.21% | 53 | +25,000 | 11.54% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 232,024 | 4,584 | 0.06% | 0.07% | 54 | -64,234 | -21.68% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 235,712 | 4,509 | 0.0% | 0.0% | 55 | -10,144 | -4.13% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Added to | 227,200 | 4,346 | 0.01% | 0.0% | 56 | +49,161 | 27.61% | Q4 2025 | Mar 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 214,626 | 4,106 | 0.01% | 0.0% | 57 | +207,316 | 2836.06% | Q4 2025 | Jan 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 190,165 | 3,637 | 0.0% | 0.0% | 58 | -3,810 | -1.96% | Q4 2025 | Feb 17, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 187,510 | 3,587 | 1.36% | 1.29% | 59 | +3,650 | 1.99% | Q4 2025 | Jan 23, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 178,745 | 3,419 | 0.6% | 0.59% | 60 | -213 | -0.12% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 176,396 | 3,375 | 0.0% | — | 61 | +176,396 | New | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 172,455 | 3,299 | 0.08% | 0.07% | 62 | +13,388 | 8.42% | Q4 2025 | Feb 10, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 167,900 | 3,211 | 2.38% | 2.34% | 63 | +5,415 | 3.33% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 156,216 | 2,988 | 0.0% | 0.0% | 64 | +3,835 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 154,600 | 2,957 | 0.01% | 0.01% | 65 | -27,781 | -15.23% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 153,918 | 2,944 | 0.01% | 0.01% | 66 | -2,395 | -1.53% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 153,195 | 2,930 | 0.0% | 0.0% | 67 | -10,673 | -6.51% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 149,051 | 2,852 | 0.0% | 0.0% | 68 | +9,300 | 6.65% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 147,054 | 2,813 | 0.0% | 0.0% | 69 | +8,675 | 6.27% | Q4 2025 | Feb 06, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 143,759 | 2,750 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 142,603 | 2,731 | 0.0% | 0.0% | 71 | +5,552 | 4.05% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 138,500 | 2,649 | 0.02% | — | 72 | +138,500 | New | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | New | 136,012 | 2,601 | 0.07% | — | 73 | +136,012 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 133,870 | 2,560 | 0.0% | — | 74 | +133,870 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 132,064 | 2,526 | 0.0% | 0.0% | 75 | +5,355 | 4.23% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,848 | 2,416 | 0.0% | 0.0% | 76 | +119 | 0.09% | Q4 2025 | Mar 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 122,043 | 2,335 | 0.0% | 0.0% | 77 | +83 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 121,918 | 2,332 | 0.0% | 0.0% | 78 | +5,545 | 4.76% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 117,361 | 2,245 | 0.0% | 0.0% | 79 | +24,248 | 26.04% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 116,713 | 2,232 | 0.01% | 0.01% | 80 | +3,391 | 2.99% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 114,050 | 2,181 | 0.01% | 0.01% | 81 | +154 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | Added to | 109,611 | 2,096 | 0.02% | 0.01% | 82 | +75,611 | 222.39% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 104,749 | 2,003 | 0.0% | 0.0% | 83 | +27,834 | 36.19% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 104,199 | 1,993 | 0.0% | 0.0% | 84 | -117,649 | -53.03% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 103,153 | 1,973 | 0.0% | 0.0% | 85 | -6,216 | -5.68% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 95,488 | 1,826 | 0.03% | 0.02% | 86 | +28,484 | 42.51% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 95,262 | 1,822 | 0.0% | 0.0% | 87 | +1,114 | 1.18% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 93,788 | 1,794 | 0.0% | 0.0% | 88 | +27,088 | 40.61% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 92,658 | 1,772 | 0.0% | 0.0% | 89 | -1,872 | -1.98% | Q4 2025 | Feb 12, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 88,950 | 1,702 | 0.42% | 0.36% | 90 | +11,050 | 14.18% | Q4 2025 | Jan 22, 2026 |
| Argosy-Lionbridge Management, LLC | History | Added to | 88,836 | 1,700 | 1.07% | 0.47% | 91 | +50,000 | 128.75% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 88,397 | 1,691 | 0.0% | 0.0% | 92 | +7,697 | 9.54% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 86,573 | 1,656 | 0.03% | 0.01% | 93 | +43,996 | 103.33% | Q4 2025 | Jan 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 85,500 | 1,635 | 0.0% | 0.0% | 94 | -125,850 | -59.55% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 81,498 | 1,559 | 0.02% | 0.02% | 95 | -4,351 | -5.07% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 81,036 | 1,550 | 0.0% | 0.0% | 96 | +4,316 | 5.63% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 80,239 | 1,534 | 0.02% | 0.02% | 97 | -1 | -0.0% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 75,909 | 1,452 | 0.02% | 0.02% | 98 | -17,308 | -18.57% | Q4 2025 | Jan 29, 2026 |
| Penserra Capital Management LLC | History | Added to | 75,804 | 1,450 | 0.02% | 0.02% | 99 | +4,951 | 6.99% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 73,223 | 1,400 | 0.0% | 0.0% | 100 | +31,181 | 74.17% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 72,200 | 1,381 | 0.02% | 0.02% | 101 | -1,100 | -1.5% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 71,330 | 1,364 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 68,719 | 1,314 | 0.0% | 0.0% | 103 | -588 | -0.85% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,926 | 1,280 | 0.0% | 0.0% | 104 | +6,895 | 11.49% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 65,027 | 1,251 | 0.0% | 0.0% | 105 | -5,617 | -7.95% | Q4 2025 | Feb 18, 2026 |
| Adalta Capital Management LLC | History | Added to | 62,360 | 1,222 | 0.55% | 0.53% | 106 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 62,555 | 1,196 | 0.01% | 0.01% | 107 | -5,816 | -8.51% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 60,450 | 1,156 | 0.02% | 0.01% | 108 | +11,500 | 23.49% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 60,248 | 1,152 | 0.0% | 0.0% | 109 | +30,572 | 103.02% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 58,329 | 1,115 | 0.01% | 0.01% | 110 | -6,557 | -10.11% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,148 | 1,112 | 0.0% | 0.0% | 111 | -986 | -1.67% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 57,696 | 1,103 | 0.0% | — | 112 | +57,696 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 54,354 | 1,039 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 53,251 | 1,019 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,044 | 976 | 0.0% | 0.0% | 115 | +7,175 | 16.36% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 50,957 | 974 | 0.0% | 0.0% | 116 | -10,062 | -16.49% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Group, LLC | History | No change | 50,920 | 974 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,885 | 935 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 48,444 | 926 | 0.0% | 0.0% | 119 | -2,764 | -5.4% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 47,319 | 905 | 0.01% | 0.01% | 120 | +179 | 0.38% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 44,904 | 885 | 0.0% | 0.0% | 121 | +2,462 | 5.8% | Q4 2025 | Feb 18, 2026 |
| AlphaQuest LLC | History | Added to | 46,214 | 884 | 0.05% | 0.03% | 122 | +22,071 | 91.42% | Q4 2025 | Feb 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 45,867 | 877 | 0.01% | 0.01% | 123 | -147 | -0.32% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 45,555 | 871 | 0.0% | 0.0% | 124 | +1,888 | 4.32% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Reduced | 45,350 | 867 | 0.0% | 0.0% | 125 | -2,884 | -5.98% | Q4 2025 | Jan 28, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 44,899 | 858 | 0.26% | 0.28% | 126 | -6,244 | -12.21% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 44,733 | 855 | 0.0% | — | 128 | +44,733 | New | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 44,724 | 855 | 0.0% | 0.0% | 127 | -34,002 | -43.19% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 44,644 | 854 | 0.12% | 0.11% | 129 | +3,036 | 7.3% | Q4 2025 | Feb 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 44,466 | 850 | 0.03% | 0.03% | 130 | +1,091 | 2.52% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 42,590 | 824 | 0.01% | 0.01% | 131 | -6,679 | -13.56% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 43,106 | 824 | 0.01% | 0.01% | 132 | -1,969 | -4.37% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 40,414 | 792 | 0.03% | 0.02% | 133 | +2,098 | 5.48% | Q4 2025 | Jan 23, 2026 |
| Walleye Trading LLC | History | Added to | 41,354 | 791 | 0.0% | 0.0% | 134 | +8,928 | 27.53% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 40,422 | 774 | 0.01% | 0.01% | 135 | -7,870 | -16.3% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 39,031 | 746 | 0.0% | 0.0% | 136 | -1,581 | -3.89% | Q4 2025 | Feb 10, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 38,319 | 733 | 0.08% | 0.07% | 137 | -770 | -1.97% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 36,769 | 703 | 0.0% | 0.0% | 138 | -3,242 | -8.1% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,691 | 702 | 0.0% | 0.0% | 139 | +25,826 | 237.7% | Q4 2025 | Feb 10, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 36,450 | 697 | 0.34% | 0.32% | 140 | +921 | 2.59% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 35,699 | 691 | 0.16% | 0.11% | 141 | +11,986 | 50.55% | Q4 2025 | Feb 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 36,048 | 689 | 0.01% | 0.01% | 142 | +100 | 0.28% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 34,600 | 675 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,381 | 639 | 0.0% | 0.0% | 144 | +306 | 0.93% | Q4 2025 | Feb 05, 2026 |
| FJ Capital Management LLC | History | New | 31,685 | 606 | 0.07% | — | 145 | +31,685 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 31,324 | 599 | 0.0% | 0.0% | 146 | -4,467 | -12.48% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 31,190 | 596 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 30,910 | 591 | 0.0% | 0.0% | 148 | +308 | 1.01% | Q4 2025 | Feb 06, 2026 |
| True North Advisors, LLC | History | Reduced | 30,847 | 590 | 0.08% | 0.09% | 149 | -218 | -0.7% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | No change | 29,086 | 569 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 29,444 | 563 | 0.0% | 0.0% | 151 | +6,958 | 30.94% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 29,241 | 561 | 0.45% | — | 152 | +29,241 | New | Q4 2025 | Mar 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 29,300 | 560 | 0.0% | 0.0% | 153 | -500 | -1.68% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 28,100 | 537 | 0.0% | 0.0% | 154 | -1,500 | -5.07% | Q4 2025 | Feb 02, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 27,030 | 529 | 0.25% | 0.09% | 155 | +16,950 | 168.15% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 26,930 | 527 | 0.0% | 0.0% | 156 | -177 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Pacific Capital Partners Ltd | History | Reduced | 27,500 | 526 | 0.56% | 1.79% | 157 | -60,000 | -68.57% | Q4 2025 | Jan 15, 2026 |
| JBR Co Financial Management Inc | History | Added to | 27,350 | 523 | 0.22% | 0.1% | 158 | +14,150 | 107.2% | Q4 2025 | Jan 06, 2026 |
| Amundi | History | Reduced | 25,901 | 495 | 0.0% | 0.0% | 159 | -2,411 | -8.52% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 25,620 | 490 | 0.14% | 0.12% | 160 | -3,160 | -10.98% | Q4 2025 | Jan 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,602 | 482 | 0.02% | 0.03% | 161 | +525 | 2.18% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 24,602 | 470 | 0.01% | — | 162 | +24,602 | New | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 24,271 | 464 | 0.0% | 0.0% | 163 | -10,497 | -30.19% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 24,105 | 461 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 23,633 | 452 | 0.03% | 0.02% | 165 | +6,840 | 40.73% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,040 | 445 | 0.0% | 0.0% | 166 | +7,143 | 44.93% | Q4 2025 | Jan 08, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 23,090 | 441 | 0.01% | 0.01% | 167 | +165 | 0.72% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | New | 22,944 | 438 | 0.02% | — | 168 | +22,944 | New | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 22,167 | 424 | 0.0% | 0.0% | 169 | -479 | -2.12% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 22,162 | 423 | 0.0% | 0.0% | 170 | +6,817 | 44.42% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 21,571 | 412 | 0.0% | 0.0% | 171 | -13,758 | -38.94% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 21,472 | 410 | 0.01% | 0.01% | 172 | -1,661 | -7.18% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 21,306 | 407 | 0.0% | 0.0% | 173 | -14,445 | -40.4% | Q4 2025 | Jan 28, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 21,214 | 405 | 0.1% | 0.09% | 174 | +1,929 | 10.0% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | New | 20,636 | 394 | 0.01% | — | 175 | +20,636 | New | Q4 2025 | Feb 17, 2026 |
| Vines Capital Management, LLC | History | New | 20,383 | 389 | 0.38% | — | 176 | +20,383 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 20,412 | 385 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,551 | 374 | 0.0% | 0.0% | 178 | -6,253 | -24.23% | Q4 2025 | Feb 18, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 19,393 | 370 | 0.24% | 0.12% | 179 | +9,089 | 88.21% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 19,306 | 369 | 0.01% | — | 180 | +19,306 | New | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 18,400 | 360 | 0.03% | 0.03% | 181 | -1,075 | -5.52% | Q4 2025 | Feb 04, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 18,235 | 348 | 0.03% | 0.03% | 182 | -771 | -4.06% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 18,020 | 344 | 0.0% | 0.0% | 183 | +157 | 0.88% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Reduced | 17,528 | 335 | 0.0% | 0.0% | 184 | -198 | -1.12% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,881 | 334 | 0.0% | 0.0% | 185 | -7,305 | -30.2% | Q4 2025 | Jan 15, 2026 |
| Shade Tree Advisors LLC | History | New | 16,462 | 314 | 0.24% | — | 186 | +16,462 | New | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 16,449 | 314 | 0.0% | — | 187 | +16,449 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,175 | 309 | 0.0% | 0.0% | 188 | -4,231 | -20.73% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 15,999 | 306 | 0.0% | 0.0% | 189 | +2,894 | 22.08% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 15,904 | 304 | 0.02% | 0.02% | 190 | -1,423 | -8.21% | Q4 2025 | Feb 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 15,800 | 302 | 0.05% | 0.13% | 191 | -29,162 | -64.86% | Q4 2025 | Feb 11, 2026 |
| INCEPTIONR LLC | History | Added to | 15,814 | 302 | 0.08% | 0.06% | 192 | +1,372 | 9.5% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | Added to | 15,671 | 299 | 0.0% | 0.0% | 193 | +405 | 2.65% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 15,600 | 298 | 0.0% | 12.15% | 194 | -126,616 | -89.03% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 15,337 | 293 | 0.01% | — | 195 | +15,337 | New | Q4 2025 | Feb 23, 2026 |
| Crumly & Associates Inc. | History | No change | 15,291 | 292 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| State of Wyoming | History | Reduced | 15,084 | 288 | 0.03% | 0.06% | 197 | -15,675 | -50.96% | Q4 2025 | Feb 11, 2026 |
| Greenland Capital Management LP | History | Reduced | 14,760 | 282 | 0.03% | 0.05% | 199 | -10,000 | -40.39% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,728 | 282 | 0.01% | 0.01% | 198 | +83 | 0.57% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 14,347 | 274 | 0.01% | 0.01% | 201 | +3,000 | 26.44% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,344 | 274 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 14,029 | 268 | 0.1% | 0.12% | 203 | -4,444 | -24.06% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 14,043 | 268 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 13,765 | 263 | 0.06% | 0.05% | 204 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,661 | 261 | 0.0% | 0.0% | 205 | -156 | -1.13% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 13,182 | 252 | 0.01% | — | 206 | +13,182 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,041 | 249 | 0.0% | 0.0% | 207 | +1,929 | 17.36% | Q4 2025 | Feb 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 13,005 | 248 | 0.02% | 0.02% | 208 | +324 | 2.56% | Q4 2025 | Jan 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,913 | 247 | 0.01% | 0.01% | 209 | -684 | -5.03% | Q4 2025 | Feb 11, 2026 |
| Summit Asset Management, LLC | History | New | 12,300 | 235 | 0.03% | — | 210 | +12,300 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 12,222 | 234 | 0.0% | 0.0% | 211 | +510 | 4.35% | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,253 | 234 | 0.01% | 0.01% | 212 | +285 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,117 | 231 | 0.0% | 0.0% | 213 | +682 | 5.96% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 11,935 | 228 | 0.17% | — | 214 | +11,935 | New | Q4 2025 | Jan 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 11,883 | 227 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 11,809 | 225 | 0.1% | 0.12% | 216 | -2,337 | -16.52% | Q4 2025 | Jan 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 11,515 | 220 | 0.0% | — | 218 | +11,515 | New | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,520 | 220 | 0.01% | 0.01% | 217 | +75 | 0.66% | Q4 2025 | Feb 10, 2026 |
| TT Capital Management LLC | History | Reduced | 11,200 | 214 | 0.17% | 0.18% | 219 | -1,300 | -10.4% | Q4 2025 | Feb 11, 2026 |
| one8zero8, LLC | History | No change | 11,000 | 210 | 0.05% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 10,884 | 208 | 0.01% | — | 221 | +10,884 | New | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | New | 10,777 | 206 | 0.02% | — | 222 | +10,777 | New | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 10,524 | 201 | 0.0% | — | 223 | +10,524 | New | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,382 | 198 | 0.0% | 0.0% | 224 | +7 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | New | 10,312 | 197 | 0.03% | — | 225 | +10,312 | New | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | No change | 10,315 | 197 | 0.05% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthstar Advisors, LLC | History | No change | 10,250 | 196 | 0.09% | 0.07% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,278 | 177 | 0.01% | 0.01% | 228 | -111 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,169 | 175 | 0.0% | 0.0% | 229 | -2,100 | -18.64% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8,606 | 164 | 0.04% | — | 230 | +8,606 | New | Q4 2025 | Mar 03, 2026 |
| US BANCORP \DE\ | History | Added to | 8,539 | 163 | 0.0% | 0.0% | 231 | +2,327 | 37.46% | Q4 2025 | Jan 30, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 8,275 | 158 | 0.04% | 0.03% | 232 | +2,550 | 44.54% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | No change | 7,900 | 151 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Truvestments Capital LLC | History | Reduced | 7,263 | 138 | 0.03% | 0.03% | 234 | -2,257 | -23.71% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,731 | 133 | 0.01% | 0.01% | 235 | +1,108 | 19.7% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 6,950 | 132 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,152 | 120 | 0.01% | 0.01% | 237 | +1,015 | 19.76% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | New | 6,150 | 117 | 0.0% | — | 238 | +6,150 | New | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,900 | 112 | 0.0% | 0.0% | 239 | +1,034 | 21.25% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,544 | 106 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,321 | 101 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KBC Group NV | History | No change | 4,798 | 92 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 4,766 | 91 | 0.0% | 0.0% | 243 | -2,295 | -32.5% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,720 | 90 | 0.0% | 0.0% | 244 | -29 | -0.61% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 4,542 | 86 | 0.0% | 0.0% | 245 | -150 | -3.2% | Q4 2025 | Jan 20, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,000 | 84 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| McIlrath & Eck, LLC | History | New | 4,320 | 82 | 0.01% | — | 247 | +4,320 | New | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,331 | 82 | 0.02% | 0.02% | 248 | +1,749 | 67.74% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 4,201 | 80 | 0.0% | 0.0% | 249 | +20 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,820 | 73 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,796 | 72 | 0.0% | — | 251 | +3,796 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,614 | 69 | 0.0% | 0.0% | 252 | +2,159 | 148.38% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 3,527 | 67 | 0.05% | 0.06% | 253 | +88 | 2.56% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 3,245 | 62 | 0.0% | 0.0% | 254 | +319 | 10.9% | Q4 2025 | Jan 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,100 | 59 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 2,802 | 53 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,634 | 50 | 0.0% | 0.0% | 257 | +1,902 | 259.84% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,606 | 49 | 0.01% | — | 258 | +2,606 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,475 | 47 | 0.0% | 0.0% | 259 | +23 | 0.94% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,338 | 44 | 0.0% | 0.0% | 260 | +30 | 1.3% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | New | 2,146 | 41 | 0.01% | — | 264 | +2,146 | New | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | Added to | 2,172 | 41 | 0.0% | 0.0% | 261 | +1,307 | 151.1% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 2,153 | 41 | 0.0% | 0.0% | 262 | -700 | -24.54% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,143 | 41 | 0.0% | 0.0% | 263 | +557 | 35.12% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,000 | 38 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TCTC Holdings, LLC | History | Reduced | 1,700 | 32 | 0.0% | 0.0% | 266 | -800 | -32.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,621 | 31 | 0.0% | 0.0% | 267 | +203 | 14.32% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,536 | 29 | 0.0% | 0.0% | 269 | -30,750 | -95.24% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,539 | 29 | 0.0% | 0.0% | 268 | +39 | 2.6% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,213 | 23 | 0.0% | 0.0% | 270 | +414 | 51.81% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,068 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | No change | 1,080 | 20 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 1,000 | 19 | 0.0% | — | 273 | +1,000 | New | Q4 2025 | Feb 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 962 | 18 | 0.0% | 0.0% | 275 | -362 | -27.34% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 950 | 18 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 900 | 17 | 0.0% | — | 276 | +900 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 828 | 16 | 0.0% | 0.0% | 277 | +91 | 12.35% | Q4 2025 | Feb 09, 2026 |
| Pacific Center for Financial Services | History | No change | 850 | 15 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 656 | 12 | 0.0% | 0.0% | 279 | +8 | 1.23% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 605 | 11 | 0.0% | — | 282 | +605 | New | Q4 2025 | Feb 05, 2026 |
| Wiser Advisor Group LLC | History | Added to | 604 | 11 | 0.01% | 0.01% | 283 | +15 | 2.55% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 593 | 11 | 0.0% | 0.0% | 281 | +10 | 1.72% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 610 | 11 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | No change | 540 | 10 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 472 | 9 | 0.0% | 0.02% | 289 | -2,628 | -84.77% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Reduced | 500 | 9 | 0.0% | 0.0% | 286 | -500 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 515 | 9 | 0.0% | 0.0% | 290 | +13 | 2.59% | Q4 2025 | Jan 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 508 | 9 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 9 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 450 | 8 | 0.0% | 0.0% | 291 | -702 | -60.94% | Q4 2025 | Jan 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 434 | 8 | 0.0% | 0.0% | 292 | +10 | 2.36% | Q4 2025 | Jan 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 369 | 7 | 0.0% | 0.0% | 293 | -6 | -1.6% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 366 | 7 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 345 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 400 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | New | 361 | 6 | 0.0% | — | 299 | +361 | New | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 336 | 6 | 0.0% | — | 297 | +336 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 362 | 6 | 0.0% | 0.0% | 298 | +128 | 54.7% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 298 | 5 | 0.0% | — | 301 | +298 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 306 | 5 | 0.0% | 0.0% | 302 | +45 | 17.24% | Q4 2025 | Feb 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 300 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 229 | 4 | 0.0% | 0.0% | 305 | -471 | -67.29% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | New | 224 | 4 | 0.0% | — | 304 | +224 | New | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 250 | 4 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 188 | 4 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 185 | 3 | 0.0% | 0.0% | 307 | -118 | -38.94% | Q4 2025 | Jan 07, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 181 | 3 | 0.0% | 0.0% | 309 | +106 | 141.33% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 160 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | New | 138 | 2 | 0.0% | — | 315 | +138 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 125 | 2 | 0.0% | — | 313 | +125 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 154 | 2 | 0.0% | 0.0% | 311 | +90 | 140.63% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 115 | 2 | 0.0% | 0.0% | 312 | -20 | -14.81% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 136 | 2 | 0.0% | 0.0% | 314 | +10 | 7.94% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 71 | 1 | 0.0% | — | 319 | +71 | New | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Advisors LLC | History | New | 58 | 1 | 0.0% | — | 317 | +58 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 58 | 1 | 0.0% | — | 320 | +58 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 65 | 1 | 0.0% | — | 318 | +37 | 132.14% | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 54 | 1 | 0.0% | — | 316 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -111,153 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -19,808 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -18,244 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -15,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,349 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,005 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.09% | — | -11,400 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -10,990 | -100.0% | Q3 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,494 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,001 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -196 | -99.49% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Turning Point Benefit Group, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 26, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 22, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 43 | 0 | — | 0.0% | — | -17 | -28.33% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -13 | -92.86% | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Quattro Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 39 | 0 | — | — | — | +1 | 2.63% | Q4 2025 | Feb 02, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 10,000 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Leonteq Securities AG | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Avion Wealth | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Quarry LP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |