Cadence Bank - CADE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 20,026,547 | 857,937 | 0.01% | 0.01% | 1 | -251,830 | -1.24% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 17,969,408 | 769,809 | 0.01% | 0.01% | 2 | -129,088 | -0.71% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 9,847,224 | 421,859 | 0.09% | 0.08% | 3 | +10,257 | 0.1% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 8,839,696 | 381,217 | 0.01% | 0.01% | 4 | -547,658 | -5.83% | Q4 2025 | Feb 13, 2026 |
| Pentwater Capital Management LP | History | New | 6,230,000 | 266,893 | 1.4% | — | 5 | +6,230,000 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 6,173,767 | 264,484 | 0.05% | 0.09% | 6 | -7,298,958 | -54.18% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 4,927,404 | 211,089 | 0.01% | 0.02% | 7 | -3,135,476 | -38.89% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,626,569 | 198,232 | 0.01% | 0.01% | 8 | +6,508 | 0.14% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,891,385 | 166,706 | 0.02% | 0.01% | 9 | +1,326,171 | 51.7% | Q4 2025 | Mar 25, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 3,675,033 | 157,438 | 0.2% | 0.01% | 10 | +3,442,693 | 1481.75% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 3,000,001 | 128,520 | 1.82% | — | 11 | +3,000,001 | New | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,664,785 | 114,159 | 0.39% | 0.46% | 12 | -948,948 | -26.26% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,534,892 | 108,594 | 0.03% | 0.0% | 13 | +2,155,881 | 568.82% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,471,074 | 105,860 | 0.01% | 0.01% | 14 | -162,099 | -6.16% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,310,054 | 98,962 | 0.01% | — | 15 | +2,310,054 | New | Q4 2025 | Feb 10, 2026 |
| AQR Arbitrage LLC | History | New | 2,179,665 | 93,376 | 1.96% | — | 16 | +2,179,665 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,171,915 | 93,044 | 0.07% | 0.07% | 17 | -451,852 | -17.22% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,137,482 | 91,569 | 0.26% | 0.25% | 18 | -407,017 | -16.0% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,125,473 | 91,055 | 0.01% | 0.01% | 19 | -41,027 | -1.89% | Q4 2025 | Feb 13, 2026 |
| First Trust Capital Management L.P. | History | New | 2,112,573 | 90,502 | 5.48% | — | 20 | +2,112,573 | New | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | New | 1,959,734 | 83,955 | 2.21% | — | 21 | +1,959,734 | New | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,944,531 | 83,303 | 0.57% | 0.99% | 22 | -2,029,370 | -51.07% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,871,774 | 80,186 | 0.01% | 0.01% | 23 | +52,334 | 2.88% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,787,925 | 76,595 | 0.12% | — | 24 | +1,787,925 | New | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | New | 1,688,900 | 72,352 | 0.11% | — | 25 | +1,688,900 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,582,463 | 67,792 | 0.0% | 0.0% | 26 | +340,591 | 27.43% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,472,333 | 63,074 | 0.03% | 0.01% | 27 | +849,182 | 136.27% | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Added to | 1,274,998 | 54,620 | 3.2% | 2.77% | 28 | +58,152 | 4.78% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,183,550 | 50,703 | 0.0% | 0.0% | 29 | +44,364 | 3.89% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,012,339 | 43,368 | 0.59% | 0.68% | 30 | -337,922 | -25.03% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 983,756 | 42,144 | 0.53% | — | 31 | +983,756 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 927,202 | 39,721 | 0.03% | 0.0% | 32 | +907,957 | 4717.89% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 845,976 | 36,290 | 0.04% | 0.03% | 33 | +149,180 | 21.41% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 813,391 | 34,845 | 0.06% | 0.0% | 34 | +779,391 | 2292.33% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 798,680 | 34,215 | 0.33% | 1.0% | 35 | -2,132,890 | -72.76% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 749,435 | 32,106 | 0.05% | 0.04% | 36 | +4,430 | 0.59% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | Reduced | 718,940 | 30,799 | 0.01% | 0.01% | 37 | -74,413 | -9.38% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 701,052 | 30,033 | 0.02% | 0.01% | 38 | +88,511 | 14.45% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 691,155 | 29,609 | 0.01% | 0.02% | 39 | -711,801 | -50.74% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 653,615 | 28,000 | 0.0% | 0.0% | 40 | -29,246 | -4.28% | Q4 2025 | Feb 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 634,326 | 27,174 | 0.98% | 0.82% | 41 | +2,375 | 0.38% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 597,348 | 25,590 | 0.3% | — | 42 | +597,348 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 581,326 | 24,904 | 0.0% | 0.01% | 43 | -501,004 | -46.29% | Q4 2025 | Jan 29, 2026 |
| Sagefield Capital LP | History | New | 578,203 | 24,770 | 2.1% | — | 44 | +578,203 | New | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 575,152 | 24,640 | 0.02% | 0.12% | 45 | -4,498,641 | -88.66% | Q4 2025 | Feb 19, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 572,776 | 24,537 | 0.02% | 0.02% | 46 | -48,210 | -7.76% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 554,385 | 23,749 | 0.0% | 0.0% | 47 | -58,361 | -9.52% | Q4 2025 | Feb 19, 2026 |
| Allianz Asset Management GmbH | History | New | 515,169 | 22,069 | 0.02% | — | 48 | +515,169 | New | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 505,100 | 21,638 | 0.17% | — | 49 | +505,100 | New | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 483,757 | 20,724 | 0.01% | 0.02% | 50 | -493,367 | -50.49% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 471,326 | 20,191 | 0.0% | 0.0% | 51 | +15,899 | 3.49% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 441,493 | 18,913 | 0.02% | — | 52 | +441,493 | New | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 436,720 | 18,709 | 0.07% | 0.06% | 53 | +7,086 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Interval Partners, LP | History | Added to | 430,330 | 18,435 | 0.33% | 0.05% | 54 | +347,054 | 416.75% | Q4 2025 | Feb 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 406,743 | 17,424 | 0.4% | 0.37% | 55 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 392,988 | 16,835 | 0.0% | 0.0% | 56 | -216,687 | -35.54% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 391,355 | 16,765 | 0.36% | 0.2% | 57 | +156,037 | 66.31% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 382,691 | 16,394 | 0.0% | 0.0% | 58 | -26,086 | -6.38% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 382,671 | 16,393 | 0.01% | 0.01% | 59 | -78,425 | -17.01% | Q4 2025 | Feb 18, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 376,584 | 16,132 | 0.01% | 0.01% | 60 | +22,493 | 6.35% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 360,253 | 15,433 | 0.01% | 0.01% | 61 | +5,900 | 1.67% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 359,022 | 15,407 | 0.0% | 0.0% | 62 | -49,313 | -12.08% | Q4 2025 | Feb 17, 2026 |
| Westchester Capital Management, LLC | History | New | 328,564 | 14,075 | 0.59% | — | 63 | +328,564 | New | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 311,017 | 13,323 | 0.1% | 0.11% | 64 | -68,196 | -17.98% | Q4 2025 | Feb 17, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 297,603 | 12,749 | 1.37% | — | 65 | +297,603 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 278,329 | 11,923 | 0.0% | 0.0% | 66 | -17,569 | -5.94% | Q4 2025 | Feb 09, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 277,915 | 11,905 | 2.22% | 2.07% | 67 | -13,478 | -4.63% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 262,702 | 11,254 | 0.02% | 0.02% | 68 | -3,620 | -1.36% | Q4 2025 | Jan 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 259,432 | 11,114 | 0.01% | 0.0% | 69 | +133,237 | 105.58% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 258,608 | 11,078 | 0.0% | 0.01% | 70 | -442,303 | -63.1% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Added to | 254,322 | 10,895 | 1.7% | 0.17% | 71 | +229,922 | 942.3% | Q4 2025 | Feb 04, 2026 |
| Retirement Systems of Alabama | History | Reduced | 223,554 | 9,577 | 0.03% | 0.03% | 72 | -1,703 | -0.76% | Q4 2025 | Jan 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 220,628 | 9,464 | 0.0% | 0.0% | 73 | +104,901 | 90.65% | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 216,754 | 9,285 | 0.0% | 0.0% | 74 | +66,284 | 44.05% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 214,835 | 9,203 | 0.02% | — | 75 | +214,835 | New | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 213,281 | 9,136 | 0.02% | — | 76 | +213,281 | New | Q4 2025 | Feb 17, 2026 |
| Birnam Oak Advisors, LP | History | New | 210,338 | 9,010 | 2.02% | — | 77 | +210,338 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 206,099 | 8,907 | 0.01% | 0.01% | 78 | -16,274 | -7.32% | Q4 2025 | Jan 15, 2026 |
| Hardy Reed LLC | History | Reduced | 205,378 | 8,798 | 0.63% | 0.57% | 79 | -264 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 195,091 | 8,357 | 0.03% | 0.04% | 80 | -93,939 | -32.5% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 192,443 | 8,244 | 0.01% | 0.02% | 81 | -12,042 | -5.89% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 190,755 | 8,171 | 0.04% | 0.04% | 82 | -10,507 | -5.22% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 190,079 | 8,142 | 0.03% | 0.03% | 83 | -12,705 | -6.27% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 180,068 | 7,714 | 0.0% | 0.0% | 84 | -16,072 | -8.19% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | New | 174,532 | 7,476 | 0.7% | — | 85 | +174,532 | New | Q4 2025 | Feb 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 173,710 | 7,441 | 0.01% | 0.01% | 86 | +1,209 | 0.7% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 173,189 | 7,420 | 0.0% | 0.0% | 87 | +5,546 | 3.31% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 172,211 | 7,377 | 0.01% | 0.01% | 88 | -228 | -0.13% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 171,420 | 7,343 | 0.06% | 0.05% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 157,278 | 6,737 | 0.05% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 156,259 | 6,694 | 0.0% | 0.0% | 91 | +95,180 | 155.83% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 152,930 | 6,551 | 0.0% | 0.01% | 92 | -127,646 | -45.49% | Q4 2025 | Feb 13, 2026 |
| Slotnik Capital, LLC | History | New | 150,000 | 6,426 | 1.5% | — | 93 | +150,000 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 145,659 | 6,240 | 0.0% | 0.0% | 94 | -10,122 | -6.5% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 141,878 | 6,078 | 0.01% | 0.01% | 95 | -67,053 | -32.09% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 139,317 | 5,968 | 0.18% | — | 96 | +139,317 | New | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 138,397 | 5,928 | 0.02% | — | 97 | +138,397 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 136,576 | 5,850 | 0.01% | 0.01% | 98 | -1,067 | -0.78% | Q4 2025 | Feb 12, 2026 |
| Weiss Asset Management LP | History | New | 135,082 | 5,786 | 0.08% | — | 99 | +135,082 | New | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Reduced | 130,350 | 5,584 | 0.07% | 0.07% | 100 | -21,504 | -14.16% | Q4 2025 | Jan 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 127,875 | 5,478 | 0.05% | 0.05% | 101 | -13,125 | -9.31% | Q4 2025 | Feb 05, 2026 |
| GABELLI FUNDS LLC | History | New | 125,505 | 5,376 | 0.04% | — | 102 | +125,505 | New | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | New | 124,991 | 5,354 | 0.0% | — | 103 | +124,991 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 124,726 | 5,343 | 0.01% | 0.01% | 104 | -738 | -0.59% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 111,809 | 4,790 | 0.0% | — | 105 | +111,809 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 111,156 | 4,761 | 0.04% | — | 106 | +111,156 | New | Q4 2025 | Feb 05, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 106,852 | 4,578 | 0.45% | 0.41% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 103,866 | 4,449 | 0.08% | 0.07% | 108 | -3,097 | -2.9% | Q4 2025 | Jan 14, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 102,161 | 4,376 | 0.96% | 0.88% | 109 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 100,611 | 4,310 | 0.04% | 0.04% | 110 | -7,868 | -7.25% | Q4 2025 | Feb 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 100,000 | 4,284 | 0.01% | — | 111 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 97,746 | 4,187 | 0.31% | — | 112 | +97,746 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 90,520 | 4,135 | 0.01% | 0.03% | 113 | -472,401 | -83.92% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 90,909 | 3,894 | 0.22% | 0.05% | 114 | +68,929 | 313.6% | Q4 2025 | Feb 09, 2026 |
| Balefire, LLC | History | Reduced | 89,922 | 3,852 | 0.75% | 0.69% | 115 | -2,018 | -2.19% | Q4 2025 | Jan 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 86,778 | 3,717 | 0.01% | 0.01% | 116 | -99,658 | -53.45% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 85,376 | 3,662 | 0.0% | 0.0% | 117 | -15,765 | -15.59% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 84,897 | 3,636 | 0.0% | 0.0% | 118 | -37,914 | -30.87% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 83,925 | 3,595 | 0.01% | 0.01% | 119 | -3,241 | -3.72% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 79,351 | 3,399 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 78,453 | 3,361 | 0.02% | 0.02% | 121 | -3,315 | -4.05% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 77,959 | 3,340 | 0.0% | 0.01% | 122 | +36,512 | 88.09% | Q4 2025 | Jan 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 77,521 | 3,321 | 0.03% | 0.03% | 123 | -8,521 | -9.9% | Q4 2025 | Feb 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 76,125 | 3,261 | 0.9% | 0.45% | 124 | +32,382 | 74.03% | Q4 2025 | Feb 04, 2026 |
| Squarepoint Ops LLC | History | New | 75,113 | 3,217 | 0.0% | — | 125 | +75,113 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 73,115 | 3,132 | 0.49% | — | 126 | +73,115 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 72,389 | 3,101 | 0.01% | 0.01% | 127 | +8,250 | 12.86% | Q4 2025 | Jan 27, 2026 |
| Carmignac Gestion | History | New | 70,869 | 3,036 | 0.04% | — | 128 | +70,869 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 71,625 | 3,016 | 0.01% | 0.01% | 129 | -3,067 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 70,009 | 2,999 | 1.97% | 1.87% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Magnetar Financial LLC | History | New | 68,305 | 2,926 | 0.03% | — | 131 | +68,305 | New | Q4 2025 | Feb 17, 2026 |
| Forest Hill Capital, LLC | History | No change | 66,352 | 2,842 | 1.45% | 1.47% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 63,237 | 2,709 | 0.0% | — | 133 | +63,237 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 62,233 | 2,666 | 0.0% | 0.0% | 134 | -32,948 | -34.62% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 61,042 | 2,615 | 0.07% | 0.04% | 135 | +41,213 | 207.84% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 60,676 | 2,599 | 0.0% | 0.0% | 136 | -9,733 | -13.82% | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | New | 60,000 | 2,570 | 0.07% | — | 137 | +60,000 | New | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 57,474 | 2,557 | 0.03% | 0.02% | 138 | -1,019 | -1.74% | Q4 2025 | Jan 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 59,472 | 2,547 | 0.0% | 0.03% | 139 | -554,087 | -90.31% | Q4 2025 | Feb 12, 2026 |
| Fortress Investment Group LLC | History | New | 58,750 | 2,516 | 0.59% | — | 140 | +58,750 | New | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | New | 58,120 | 2,489 | 0.01% | — | 141 | +58,120 | New | Q4 2025 | Feb 19, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 57,762 | 2,474 | 0.06% | — | 142 | +57,762 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 57,501 | 2,463 | 0.01% | 0.01% | 143 | -2,688 | -4.47% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 57,458 | 2,462 | 0.01% | 0.01% | 144 | +12,600 | 28.09% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,570 | 2,451 | 0.0% | 0.0% | 145 | -14,479 | -21.28% | Q4 2025 | Jan 08, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 57,176 | 2,449 | 0.73% | 0.66% | 146 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 56,597 | 2,424 | 0.32% | 0.3% | 147 | -5,329 | -8.61% | Q4 2025 | Jan 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 55,675 | 2,385 | 0.01% | 0.0% | 148 | +42,193 | 312.96% | Q4 2025 | Feb 17, 2026 |
| HARVEST MANAGEMENT LLC | History | New | 55,000 | 2,356 | 0.76% | — | 149 | +55,000 | New | Q4 2025 | Feb 17, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 54,685 | 2,342 | 0.59% | — | 150 | +54,685 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 53,715 | 2,301 | 0.0% | 0.0% | 151 | +3,230 | 6.4% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 52,995 | 2,270 | 0.1% | 0.1% | 152 | -5,913 | -10.04% | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | New | 52,436 | 2,266 | 0.37% | — | 153 | +52,436 | New | Q4 2025 | Feb 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 52,042 | 2,229 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 51,500 | 2,206 | 0.04% | 0.03% | 155 | -400 | -0.77% | Q4 2025 | Jan 16, 2026 |
| Arizona State Retirement System | History | Reduced | 50,857 | 2,178 | 0.01% | 0.01% | 156 | -3,218 | -5.95% | Q4 2025 | Jan 28, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 50,833 | 2,177 | 0.05% | 0.08% | 157 | -54,300 | -51.65% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 50,653 | 2,169 | 0.01% | 0.01% | 158 | +2,838 | 5.94% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 50,433 | 2,160 | 0.02% | 0.01% | 159 | +972 | 1.97% | Q4 2025 | Feb 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 49,750 | 2,131 | 0.38% | 0.17% | 160 | +19,750 | 65.83% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 49,564 | 2,123 | 0.06% | 0.06% | 161 | -969 | -1.92% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,655 | 2,084 | 0.02% | 0.02% | 162 | +21,560 | 79.57% | Q4 2025 | Jan 29, 2026 |
| WESBANCO BANK INC | History | No change | 46,816 | 2,005 | 0.06% | 0.05% | 163 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 45,700 | 1,957 | 0.0% | 0.0% | 164 | +898 | 2.0% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 44,104 | 1,889 | 0.01% | — | 165 | +44,104 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 44,010 | 1,885 | 0.01% | 0.01% | 166 | -400 | -0.9% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | No change | 41,940 | 1,796 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 41,676 | 1,785 | 0.02% | 0.02% | 168 | +148 | 0.36% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Added to | 39,993 | 1,713 | 0.03% | 0.03% | 169 | +6,426 | 19.14% | Q4 2025 | Feb 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 39,028 | 1,681 | 0.01% | 0.01% | 170 | +900 | 2.36% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 37,488 | 1,616 | 0.01% | 0.01% | 171 | -114 | -0.3% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 37,594 | 1,610 | 0.01% | — | 172 | +37,594 | New | Q4 2025 | Feb 18, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 37,300 | 1,598 | 0.05% | 0.04% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 37,059 | 1,587 | 0.01% | 0.01% | 174 | -4,635 | -11.12% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 36,974 | 1,583 | 0.02% | 0.02% | 175 | -500 | -1.33% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Reduced | 36,880 | 1,579 | 0.0% | 0.0% | 176 | -4,038 | -9.87% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 36,090 | 1,546 | 1.9% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 35,192 | 1,507 | 0.03% | 0.03% | 178 | +337 | 0.97% | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 34,550 | 1,480 | 0.01% | — | 179 | +34,550 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 34,355 | 1,471 | 0.0% | 0.0% | 180 | -1,201 | -3.38% | Q4 2025 | Feb 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 34,049 | 1,458 | 0.44% | 0.4% | 181 | -170 | -0.5% | Q4 2025 | Jan 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 32,020 | 1,371 | 0.0% | 0.01% | 182 | -158,593 | -83.2% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,796 | 1,319 | 0.03% | 0.03% | 183 | -10,983 | -26.29% | Q4 2025 | Feb 02, 2026 |
| Security National Bank | History | No change | 29,829 | 1,277 | 0.18% | 0.17% | 184 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 28,463 | 1,259 | 0.03% | 0.03% | 185 | +184 | 0.65% | Q4 2025 | Jan 08, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 28,596 | 1,225 | 0.52% | 0.47% | 186 | -58 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 27,951 | 1,197 | 0.0% | 0.0% | 187 | +1,284 | 4.81% | Q4 2025 | Jan 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 27,274 | 1,168 | 0.11% | 0.12% | 188 | -10,902 | -28.56% | Q4 2025 | Jan 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 27,142 | 1,162 | 0.0% | 0.01% | 189 | -16,053 | -37.16% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,625 | 1,140 | 0.0% | 0.0% | 190 | +2,759 | 11.56% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 25,953 | 1,111 | 0.0% | 0.0% | 191 | +1,663 | 6.85% | Q4 2025 | Feb 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 25,638 | 1,098 | 0.13% | 0.12% | 192 | -82 | -0.32% | Q4 2025 | Jan 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 25,457 | 1,090 | 0.01% | 0.01% | 193 | +2,140 | 9.18% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,418 | 1,090 | 0.0% | 0.0% | 194 | -746 | -2.85% | Q4 2025 | Mar 09, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 25,376 | 1,087 | 0.01% | — | 195 | +25,376 | New | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 25,135 | 1,076 | 0.01% | 0.01% | 196 | +1,315 | 5.52% | Q4 2025 | Feb 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 23,887 | 1,023 | 0.64% | 0.64% | 197 | -2,537 | -9.6% | Q4 2025 | Jan 23, 2026 |
| Neo Ivy Capital Management | History | Reduced | 23,264 | 996 | 0.16% | 0.94% | 198 | -79,392 | -77.34% | Q4 2025 | Feb 13, 2026 |
| OSTRUM ASSET MANAGEMENT | History | New | 23,250 | 996 | 0.05% | — | 199 | +23,250 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,679 | 971 | 0.0% | 0.0% | 200 | -18,518 | -44.95% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 22,663 | 970 | 0.01% | 0.01% | 201 | -3,748 | -14.19% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | Reduced | 22,507 | 964 | 0.03% | 0.04% | 202 | -35,707 | -61.34% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 22,280 | 954 | 0.0% | 0.0% | 203 | -11,330 | -33.71% | Q4 2025 | Feb 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,239 | 953 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 21,830 | 935 | 0.04% | 0.03% | 205 | +2,453 | 12.66% | Q4 2025 | Feb 10, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 21,740 | 931 | 0.69% | 0.63% | 206 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 21,256 | 910 | 0.0% | 0.0% | 207 | -7,820 | -26.9% | Q4 2025 | Feb 12, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | No change | 20,950 | 897 | 0.12% | 0.11% | 208 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 20,900 | 895 | 0.0% | 0.0% | 209 | +300 | 1.46% | Q4 2025 | Feb 02, 2026 |
| FORA Capital, LLC | History | New | 20,750 | 888 | 0.11% | — | 211 | +20,750 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 20,735 | 888 | 0.07% | 0.06% | 210 | +2,392 | 13.04% | Q4 2025 | Feb 12, 2026 |
| Capstone Wealth Management, LLC | History | No change | 19,410 | 831 | 0.61% | 0.56% | 212 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,535 | 794 | 0.01% | 0.01% | 213 | -1,545 | -7.69% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 18,444 | 790 | 0.09% | 0.08% | 214 | +26 | 0.14% | Q4 2025 | Jan 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 17,636 | 755 | 0.0% | — | 215 | +17,636 | New | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 17,516 | 750 | 0.01% | — | 216 | +17,516 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 16,774 | 718 | 0.29% | — | 217 | +16,774 | New | Q4 2025 | Feb 17, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 16,376 | 701 | 0.16% | 0.14% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,274 | 697 | 0.0% | 0.0% | 219 | +10,032 | 160.72% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 16,010 | 685 | 0.0% | 0.01% | 220 | -335 | -2.05% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,928 | 682 | 0.0% | 0.0% | 221 | -3,127 | -16.41% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,843 | 678 | 0.01% | 0.01% | 222 | -2,825 | -15.13% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 15,676 | 671 | 0.01% | 0.0% | 223 | +10,153 | 183.83% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,271 | 654 | 0.0% | 0.0% | 224 | +1,069 | 7.53% | Q4 2025 | Feb 11, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 15,200 | 651 | 0.12% | 0.11% | 225 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | No change | 15,000 | 642 | 0.07% | 0.06% | 226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,544 | 623 | 0.0% | 0.0% | 227 | +2,736 | 23.17% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,499 | 621 | 0.0% | 0.0% | 228 | -18,808 | -56.47% | Q4 2025 | Feb 13, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 14,213 | 608 | 0.18% | 0.17% | 229 | -35 | -0.25% | Q4 2025 | Jan 22, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 14,163 | 606 | 0.17% | 0.16% | 230 | -2,274 | -13.83% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,080 | 603 | 0.0% | 0.01% | 231 | -103,472 | -88.02% | Q4 2025 | Jan 28, 2026 |
| Eukles Asset Management | History | Added to | 13,795 | 590 | 0.23% | 0.2% | 232 | +360 | 2.68% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,604 | 582 | 0.0% | 0.0% | 233 | +362 | 2.73% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 13,575 | 581 | 0.02% | 0.01% | 234 | -378 | -2.71% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 13,394 | 573 | 0.0% | 0.0% | 235 | +306 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | Added to | 13,298 | 569 | 0.13% | 0.11% | 236 | +5,720 | 75.48% | Q4 2025 | Feb 17, 2026 |
| Greenland Capital Management LP | History | New | 13,106 | 561 | 0.06% | — | 237 | +13,106 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,577 | 538 | 0.0% | 0.0% | 238 | +6,603 | 110.53% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 12,429 | 532 | 0.0% | 0.0% | 239 | +20 | 0.16% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 12,360 | 529 | 0.0% | — | 240 | +12,360 | New | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 12,199 | 522 | 0.0% | 0.0% | 241 | +99 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,076 | 517 | 0.0% | 0.0% | 242 | -1,778 | -12.83% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 12,003 | 514 | 0.0% | 0.01% | 243 | -98,805 | -89.17% | Q4 2025 | Feb 12, 2026 |
| Net Worth Advisory Group | History | Added to | 11,798 | 505 | 0.1% | 0.1% | 244 | +2,140 | 22.16% | Q4 2025 | Jan 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 11,703 | 503 | 0.0% | 0.01% | 245 | -237,174 | -95.3% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,737 | 502 | 0.0% | 0.0% | 246 | -567 | -4.61% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 11,468 | 491 | 0.0% | 0.0% | 247 | +1,286 | 12.63% | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 11,326 | 485 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,819 | 463 | 0.01% | 0.04% | 249 | -63,381 | -85.42% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,795 | 462 | 0.0% | 0.0% | 250 | +356 | 3.41% | Q4 2025 | Mar 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 10,803 | 454 | 0.07% | 0.07% | 251 | -713 | -6.19% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,396 | 445 | 0.03% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,374 | 444 | 0.01% | — | 253 | +10,374 | New | Q4 2025 | Feb 09, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,210 | 437 | 0.01% | 0.01% | 254 | -353 | -3.34% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,141 | 434 | 0.01% | 0.01% | 255 | +2,484 | 32.44% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,098 | 432 | 0.0% | 0.04% | 256 | -396,728 | -97.52% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 10,031 | 429 | 0.0% | — | 257 | +10,031 | New | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 9,067 | 388 | 0.09% | — | 259 | +9,067 | New | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | No change | 9,077 | 388 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,710 | 373 | 0.0% | 0.0% | 260 | +8,460 | 3384.0% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,574 | 367 | 0.0% | 0.0% | 261 | +345 | 4.19% | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 8,500 | 364 | 0.02% | 0.02% | 262 | -1,500 | -15.0% | Q4 2025 | Jan 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,238 | 352 | 0.0% | — | 264 | +8,238 | New | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 8,224 | 352 | 0.0% | 0.0% | 263 | +719 | 9.58% | Q4 2025 | Jan 26, 2026 |
| CI INVESTMENTS INC. | History | Added to | 8,199 | 351 | 0.0% | 0.0% | 265 | +6,413 | 359.07% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | New | 8,168 | 349 | 0.0% | — | 266 | +8,168 | New | Q4 2025 | Jan 28, 2026 |
| Csenge Advisory Group | History | Added to | 8,059 | 345 | 0.02% | 0.01% | 267 | +59 | 0.74% | Q4 2025 | Feb 06, 2026 |
| PenderFund Capital Management Ltd. | History | New | 7,975 | 341 | 0.05% | — | 268 | +7,975 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,879 | 337 | 0.0% | 0.0% | 269 | -146 | -1.82% | Q4 2025 | Feb 06, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 7,793 | 336 | 0.02% | 0.03% | 270 | -11,235 | -59.04% | Q4 2025 | Feb 03, 2026 |
| Procyon Advisors, LLC | History | No change | 7,689 | 329 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Virtu Financial LLC | History | New | 7,648 | 328 | 0.01% | — | 272 | +7,648 | New | Q4 2025 | Feb 23, 2026 |
| Mariner, LLC | History | New | 7,463 | 320 | 0.0% | — | 273 | +7,463 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,356 | 315 | 0.0% | 0.0% | 274 | -386 | -4.99% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 7,147 | 306 | 0.0% | — | 275 | +7,147 | New | Q4 2025 | Feb 17, 2026 |
| Lavaca Capital LLC | History | No change | 7,154 | 306 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 7,064 | 302 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 7,000 | 299 | 0.07% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,977 | 298 | 0.0% | — | 280 | +6,977 | New | Q4 2025 | Feb 03, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 6,969 | 298 | 0.04% | 0.03% | 279 | -705 | -9.19% | Q4 2025 | Feb 03, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 6,934 | 297 | 0.02% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,808 | 291 | 0.01% | 0.01% | 282 | +248 | 3.78% | Q4 2025 | Feb 13, 2026 |
| First City Capital Management, Inc. | History | Added to | 6,761 | 289 | 0.15% | 0.11% | 283 | +1,242 | 22.5% | Q4 2025 | Jan 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 6,688 | 286 | 0.0% | 0.0% | 284 | -629 | -8.6% | Q4 2025 | Feb 13, 2026 |
| Davis Investment Partners, LLC | History | No change | 6,606 | 285 | 0.1% | 0.08% | 285 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 6,570 | 281 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Callahan Advisors, LLC | History | No change | 6,540 | 280 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Paragon Capital Management Ltd | History | Added to | 6,487 | 277 | 0.06% | 0.05% | 288 | +47 | 0.73% | Q4 2025 | Jan 22, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 6,435 | 275 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | No change | 6,409 | 274 | 0.06% | 0.05% | 290 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,392 | 273 | 0.01% | 0.01% | 291 | +15 | 0.24% | Q4 2025 | Jan 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,289 | 269 | 0.0% | 0.0% | 292 | -88 | -1.38% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 6,235 | 267 | 0.0% | 0.02% | 293 | -119,915 | -95.06% | Q4 2025 | Feb 09, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 6,213 | 266 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,141 | 263 | 0.01% | 0.01% | 295 | -45 | -0.73% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Added to | 6,102 | 261 | 0.0% | 0.0% | 297 | +403 | 7.07% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,104 | 261 | 0.0% | 0.0% | 296 | +283 | 4.86% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,047 | 259 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Teton Advisors, LLC | History | No change | 6,000 | 257 | 0.18% | 0.14% | 299 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,965 | 255 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,948 | 254 | 0.0% | 0.0% | 301 | -293 | -4.69% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 5,783 | 247 | 0.0% | 0.0% | 302 | -988 | -14.59% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 5,753 | 246 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TMB Capital Partners, LLC | History | New | 5,710 | 244 | 0.08% | — | 304 | +5,710 | New | Q4 2025 | Feb 19, 2026 |
| Focus Partners Wealth | History | Added to | 6,258 | 238 | 0.0% | 0.0% | 305 | +588 | 10.37% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 5,513 | 236 | 0.01% | — | 306 | +5,513 | New | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | New | 5,397 | 231 | 0.0% | — | 307 | +5,397 | New | Q4 2025 | Feb 05, 2026 |
| Welch Group, LLC | History | Added to | 5,371 | 230 | 0.01% | 0.01% | 308 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,388 | 230 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAILARD, INC. | History | Reduced | 5,350 | 229 | 0.01% | 0.01% | 310 | -7,491 | -58.34% | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | No change | 5,243 | 225 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,141 | 220 | 0.0% | 0.0% | 312 | -1,024 | -16.61% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 215 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Argent Trust Co | History | New | 5,004 | 214 | 0.01% | — | 316 | +5,004 | New | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 5,013 | 214 | 0.0% | 0.0% | 314 | -1,511 | -23.16% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Reduced | 5,012 | 214 | 0.0% | 0.0% | 315 | -760 | -13.17% | Q4 2025 | Feb 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | New | 4,943 | 211 | 0.09% | — | 317 | +4,943 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,749 | 203 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,705 | 201 | 0.0% | — | 319 | +4,705 | New | Q4 2025 | Jan 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,547 | 194 | 0.0% | 0.0% | 320 | -1,235 | -21.36% | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 4,245 | 181 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CX Institutional | History | Added to | 4,096 | 175 | 0.01% | 0.0% | 322 | +30 | 0.74% | Q4 2025 | Feb 02, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 3,800 | 162 | 0.04% | — | 323 | +3,800 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 2,868 | 122 | 0.06% | — | 325 | +2,868 | New | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,838 | 122 | 0.0% | 0.0% | 324 | +825 | 40.98% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,806 | 120 | 0.0% | 0.0% | 326 | +177 | 6.73% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,636 | 112 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,505 | 107 | 0.0% | 0.01% | 328 | -3,929 | -61.07% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,477 | 106 | 0.08% | 0.07% | 329 | -1,547 | -38.44% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 2,388 | 102 | 0.01% | 0.0% | 330 | +353 | 17.35% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,355 | 101 | 0.0% | 0.0% | 331 | +1,014 | 75.62% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,294 | 98 | 0.0% | 0.01% | 332 | -62,858 | -96.48% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,250 | 96 | 0.01% | 0.01% | 333 | +502 | 28.72% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,200 | 94 | 0.02% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,080 | 89 | 0.0% | 0.0% | 335 | +1,466 | 238.76% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,870 | 80 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,860 | 79 | 0.01% | 0.01% | 337 | -9 | -0.48% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 1,831 | 78 | 0.0% | 0.0% | 338 | +364 | 24.81% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 1,663 | 72 | 0.04% | 0.08% | 339 | -2,200 | -56.95% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 1,665 | 71 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,657 | 70 | 0.0% | 0.0% | 341 | +48 | 2.98% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,473 | 63 | 0.0% | — | 342 | +1,473 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,419 | 60 | 0.0% | 0.0% | 343 | -261 | -15.54% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,207 | 52 | 0.0% | 0.0% | 344 | +493 | 69.05% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 1,200 | 51 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Founders Capital Management | History | No change | 1,200 | 51 | 0.03% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 944 | 40 | 0.0% | 0.0% | 347 | -557 | -37.11% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | No change | 931 | 39 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | No change | 834 | 37 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 826 | 35 | 0.0% | 0.0% | 350 | -14 | -1.67% | Q4 2025 | Jan 20, 2026 |
| FNY Investment Advisers, LLC | History | No change | 800 | 34 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 846 | 31 | 0.0% | 0.0% | 352 | -7,314 | -89.63% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 645 | 27 | 0.0% | 0.0% | 353 | +190 | 41.76% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 600 | 25 | 0.01% | — | 354 | +600 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 517 | 22 | 0.0% | 0.0% | 355 | +44 | 9.3% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 531 | 22 | 0.0% | 0.0% | 356 | +25 | 4.94% | Q4 2025 | Jan 23, 2026 |
| Inlight Wealth Management, LLC | History | New | 500 | 21 | 0.01% | — | 358 | +500 | New | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 500 | 21 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 453 | 19 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 400 | 17 | 0.0% | — | 360 | +400 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 389 | 16 | 0.0% | 0.0% | 361 | +136 | 53.75% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 339 | 14 | 0.0% | — | 363 | +339 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 333 | 14 | 0.0% | — | 362 | +333 | New | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 326 | 13 | 0.0% | 0.0% | 364 | -29 | -8.17% | Q4 2025 | Feb 11, 2026 |
| Richardson Capital Management LLC | History | No change | 295 | 12 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 266 | 11 | 0.0% | 0.0% | 366 | -2,153 | -89.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 225 | 9 | 0.0% | — | 368 | +225 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 214 | 9 | 0.0% | 0.0% | 369 | +21 | 10.88% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 226 | 9 | 0.0% | 0.0% | 367 | -20 | -8.13% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Added to | 213 | 9 | 0.0% | 0.0% | 371 | +19 | 9.79% | Q4 2025 | Jan 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 213 | 9 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 190 | 8 | 0.0% | — | 375 | +190 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 187 | 8 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 195 | 8 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 203 | 8 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BankPlus Trust Department | History | Reduced | 142 | 6 | 0.0% | 0.0% | 380 | -358 | -71.6% | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | New | 143 | 6 | 0.0% | — | 379 | +143 | New | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 158 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | No change | 153 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 130 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | Reduced | 102 | 4 | 0.0% | 0.0% | 386 | -58 | -36.25% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 103 | 4 | 0.0% | 0.0% | 384 | -56 | -35.22% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 113 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 104 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 102 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 87 | 3 | 0.0% | 0.0% | 387 | -13 | -13.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 51 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Horizon Investments, LLC | History | Reduced | 24 | 1 | 0.0% | 0.02% | 393 | -41,707 | -99.94% | Q4 2025 | Feb 02, 2026 |
| Marquette Asset Management, LLC | History | New | 44 | 1 | 0.0% | — | 392 | +44 | New | Q4 2025 | Jan 16, 2026 |
| North Star Investment Management Corp. | History | New | 26 | 1 | 0.0% | — | 391 | +26 | New | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 395 | -5 | -14.71% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 396 | +3 | 8.82% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 25 | 1 | 0.0% | — | 394 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | No change | 24 | 1 | 0.0% | — | 397 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Reef Capital Management LP | History | Closed out | 0 | 0 | — | 12.39% | — | -7,055,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Channing Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.31% | — | -2,336,873 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -1,994,988 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -701,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.02% | — | -418,483 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ranger Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.94% | — | -360,060 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EMERALD ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -342,322 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -256,290 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -226,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Closed out | 0 | 0 | — | 0.41% | — | -209,194 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -151,796 | -100.0% | Q3 2025 | Dec 15, 2025 |
| HOMESTEAD ADVISERS CORP | History | Closed out | 0 | 0 | — | 0.13% | — | -147,150 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.04% | — | -135,756 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -106,720 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.15% | — | -83,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.34% | — | -82,553 | -100.0% | Q3 2025 | Oct 07, 2025 |
| NKCFO LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -53,050 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MENDON CAPITAL ADVISORS CORP | History | Closed out | 0 | 0 | — | 0.72% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -48,214 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EJF Capital LP | History | Closed out | 0 | 0 | — | 0.84% | — | -38,638 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -37,596 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -34,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -31,864 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -20,495 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,748 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.23% | — | -9,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,011 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,817 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,300 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,861 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,712 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,180 | -100.0% | Q3 2025 | Nov 04, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -2,135 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,303 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 20 | 0 | — | 0.0% | — | -1,021 | -98.08% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -859 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -828 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -695 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Planning Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 19 | 0 | — | — | — | +4 | 26.67% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRIVATE TRUST CO NA | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |