CATHAY GENERAL BANCORP - CATY
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 | 9,708,084 | 469,774 | 0.01% | 0.01% | 1 | -261,557 | -2.62% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 7,534,892 | 364,613 | 0.01% | 0.01% | 2 | -41,170 | -0.54% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,032,563 | 195,137 | 0.04% | 0.04% | 3 | -35,439 | -0.87% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,406,970 | 164,863 | 0.01% | 0.01% | 4 | -73,007 | -2.1% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,936,272 | 142,086 | 0.02% | 0.02% | 5 | +1,223 | 0.04% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,724,741 | 83,472 | 0.01% | 0.01% | 6 | -15,030 | -0.86% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 1,685,203 | 81,546 | 0.01% | 0.01% | 7 | +105,484 | 6.68% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,347,674 | 65,214 | 0.03% | 0.03% | 8 | +54,859 | 4.24% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 961,174 | 46,511 | 0.01% | 0.02% | 9 | -61,141 | -5.98% | Q4 2025 | Jan 22, 2026 |
| NORGES BANK | History | New | 850,180 | 41,140 | 0.0% | — | 10 | +850,180 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 798,213 | 38,625 | 0.0% | 0.01% | 11 | -68,341 | -7.89% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 672,697 | 32,551 | 0.0% | 0.0% | 12 | +56,396 | 9.15% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 669,527 | 32,398 | 0.01% | 0.01% | 13 | +48,034 | 7.73% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 648,900 | 31,400 | 0.07% | 0.07% | 14 | -34,803 | -5.09% | Q4 2025 | Feb 06, 2026 |
| Boston Trust Walden Corp | History | Reduced | 602,303 | 29,145 | 0.22% | 0.23% | 15 | -38,113 | -5.95% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 601,183 | 29,092 | 0.25% | 0.26% | 16 | -11,747 | -1.92% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 580,038 | 28,068 | 0.0% | 0.0% | 17 | +67,898 | 13.26% | Q4 2025 | Mar 25, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 431,061 | 20,860 | 0.01% | 0.04% | 18 | -837,715 | -66.03% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 414,279 | 20,046 | 0.01% | 0.01% | 19 | -6,993 | -1.66% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 352,513 | 17,058 | 0.08% | — | 20 | +352,513 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 338,019 | 16,356 | 0.01% | 0.01% | 21 | +103,620 | 44.21% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 324,332 | 15,694 | 0.01% | 0.01% | 22 | -9,307 | -2.79% | Q4 2025 | Feb 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 277,909 | 13,448 | 0.05% | 0.05% | 23 | -27,134 | -8.9% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 261,930 | 12,674 | 0.01% | 0.01% | 24 | -158,579 | -37.71% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 260,154 | 12,588 | 0.35% | 0.35% | 25 | +13,206 | 5.35% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 260,016 | 12,582 | 0.0% | 0.01% | 26 | -405,945 | -60.96% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 259,375 | 12,551 | 0.0% | 0.0% | 27 | -126,916 | -32.86% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 223,626 | 10,821 | 0.0% | 0.0% | 28 | +59,241 | 36.04% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 207,715 | 10,051 | 0.01% | 0.01% | 29 | -9,275 | -4.27% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 195,982 | 9,483 | 0.03% | 0.03% | 30 | -1,987 | -1.0% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 179,883 | 8,705 | 0.24% | 0.23% | 31 | +8,977 | 5.25% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 167,048 | 8,083 | 0.0% | 0.0% | 32 | -9,418 | -5.34% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 165,785 | 8,022 | 0.0% | 0.0% | 33 | +15,184 | 10.08% | Q4 2025 | Feb 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 159,689 | 7,751 | 0.01% | 0.01% | 34 | -21,662 | -11.94% | Q4 2025 | Jan 08, 2026 |
| DENALI ADVISORS LLC | History | Added to | 158,462 | 7,667 | 0.85% | 0.83% | 35 | +4,988 | 3.25% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | New | 153,091 | 7,426 | 0.0% | — | 36 | +153,091 | New | Q4 2025 | Mar 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 153,277 | 7,417 | 0.0% | 0.0% | 37 | -11,510 | -6.98% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 148,259 | 7,174 | 0.05% | — | 38 | +148,259 | New | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | New | 131,335 | 6,355 | 0.01% | — | 39 | +131,335 | New | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | No change | 129,100 | 6,247 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 128,084 | 6,197 | 0.0% | 0.0% | 41 | +1,329 | 1.05% | Q4 2025 | Feb 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 127,579 | 6,173 | 1.86% | 1.92% | 42 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 123,298 | 5,966 | 0.0% | 0.0% | 43 | +22,315 | 22.1% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 120,300 | 5,821 | 0.01% | 0.01% | 44 | -2,291 | -1.87% | Q4 2025 | Jan 30, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 114,683 | 5,549 | 0.2% | — | 45 | +114,683 | New | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 111,140 | 5,378 | 0.0% | 0.0% | 46 | -7,212 | -6.09% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 101,477 | 4,910 | 0.04% | — | 47 | +101,477 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 96,882 | 4,688 | 0.01% | 0.01% | 48 | -578 | -0.59% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 95,584 | 4,625 | 0.0% | 0.0% | 49 | -177,443 | -64.99% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 91,030 | 4,404 | 0.01% | 0.0% | 50 | +14,729 | 19.3% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 90,231 | 4,366 | 0.0% | 0.0% | 51 | +2,936 | 3.36% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 88,202 | 4,268 | 0.0% | 0.0% | 52 | +2,571 | 3.0% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 84,165 | 4,072 | 0.0% | 0.0% | 53 | +2,316 | 2.83% | Q4 2025 | Feb 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 81,799 | 3,958 | 0.74% | 0.74% | 54 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 80,548 | 3,897 | 0.0% | 0.0% | 55 | -12,734 | -13.65% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,706 | 3,856 | 0.0% | 0.0% | 56 | +23,340 | 41.41% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 79,523 | 3,848 | 0.0% | 0.0% | 57 | +9,790 | 14.04% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 72,205 | 3,494 | 0.01% | 0.0% | 58 | +71,424 | 9145.2% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 63,774 | 3,086 | 0.0% | 0.0% | 59 | -9,506 | -12.97% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 63,487 | 3,072 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 63,405 | 3,068 | 0.06% | 0.05% | 61 | -825 | -1.28% | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 61,509 | 2,976 | 0.01% | 0.01% | 62 | -2,929 | -4.55% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,897 | 2,946 | 0.0% | 0.0% | 63 | -113 | -0.19% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 60,640 | 2,935 | 0.0% | 0.0% | 64 | +1,248 | 2.1% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 58,403 | 2,826 | 0.4% | 0.56% | 65 | -24,386 | -29.46% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 57,646 | 2,788 | 0.0% | 0.0% | 66 | +301 | 0.52% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 55,559 | 2,688 | 0.0% | 0.0% | 67 | +2,399 | 4.51% | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 54,436 | 2,679 | 0.06% | 0.06% | 68 | -1 | -0.0% | Q4 2025 | Jan 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 55,072 | 2,664 | 0.0% | 0.0% | 69 | -7,412 | -11.86% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 54,900 | 2,656 | 0.01% | 0.01% | 70 | -15,189 | -21.67% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 51,659 | 2,499 | 0.0% | 0.0% | 71 | -66,314 | -56.21% | Q4 2025 | Feb 12, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 50,981 | 2,466 | 0.94% | 0.99% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 49,046 | 2,373 | 0.07% | 0.07% | 73 | -86 | -0.18% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,188 | 2,331 | 0.0% | 0.0% | 74 | -1,492 | -3.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,682 | 2,307 | 0.0% | 0.0% | 75 | -3,095 | -6.1% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 43,095 | 2,085 | 0.0% | 0.01% | 76 | -6,635 | -13.34% | Q4 2025 | Jan 30, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 42,439 | 2,053 | 1.48% | 1.56% | 77 | +7 | 0.02% | Q4 2025 | Jan 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 40,636 | 1,966 | 0.03% | 0.08% | 78 | -60,340 | -59.76% | Q4 2025 | Feb 17, 2026 |
| Dean Capital Management | History | Reduced | 39,721 | 1,922 | 0.82% | 1.28% | 79 | -28,623 | -41.88% | Q4 2025 | Feb 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 37,951 | 1,836 | 0.0% | 0.0% | 80 | -1,372 | -3.49% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 37,787 | 1,828 | 0.01% | 0.01% | 81 | -2,450 | -6.09% | Q4 2025 | Feb 04, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 37,689 | 1,823 | 0.02% | 0.02% | 82 | +13 | 0.03% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 36,414 | 1,762 | 0.01% | 0.01% | 83 | -2,776 | -7.08% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,984 | 1,741 | 0.0% | 0.0% | 84 | +1,159 | 3.33% | Q4 2025 | Feb 18, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 35,654 | 1,725 | 0.02% | 0.02% | 85 | -1,499 | -4.03% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 35,029 | 1,695 | 0.02% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,933 | 1,642 | 0.0% | 0.0% | 87 | +7,966 | 30.68% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 32,629 | 1,578 | 0.0% | 0.0% | 88 | +68 | 0.21% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 31,838 | 1,540 | 0.01% | 0.01% | 89 | -4,334 | -11.98% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 31,697 | 1,534 | 0.0% | 0.01% | 90 | -27,298 | -46.27% | Q4 2025 | Jan 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 31,362 | 1,517 | 0.0% | — | 91 | +31,362 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,224 | 1,510 | 0.0% | 0.0% | 92 | -2,115 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 31,200 | 1,509 | 0.03% | 0.03% | 93 | -600 | -1.89% | Q4 2025 | Jan 16, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 31,125 | 1,506 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Convergence Investment Partners, LLC | History | New | 31,093 | 1,504 | 0.3% | — | 95 | +31,093 | New | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 31,051 | 1,502 | 0.0% | 0.0% | 96 | +23,377 | 304.63% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 30,907 | 1,495 | 0.0% | 0.0% | 97 | -410 | -1.31% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 30,815 | 1,491 | 0.26% | 0.27% | 98 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 30,535 | 1,477 | 0.01% | 0.02% | 99 | -16,555 | -35.16% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 30,500 | 1,475 | 0.03% | 0.04% | 100 | -5,000 | -14.08% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 27,643 | 1,414 | 0.0% | 0.0% | 101 | -2,486 | -8.25% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 29,078 | 1,407 | 0.0% | 0.01% | 102 | -123,724 | -80.97% | Q4 2025 | Feb 17, 2026 |
| Citizens Business Bank | History | No change | 14,520 | 1,405 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 28,326 | 1,369 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 26,470 | 1,280 | 0.07% | 0.09% | 105 | -2,263 | -7.88% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 26,221 | 1,268 | 0.0% | 0.0% | 106 | +8,495 | 47.92% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,609 | 1,239 | 0.0% | 0.0% | 107 | +68 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,486 | 1,136 | 0.0% | 0.0% | 108 | +9,188 | 64.26% | Q4 2025 | Jan 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,145 | 1,071 | 0.0% | 0.0% | 109 | +242 | 1.1% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 21,495 | 1,040 | 0.0% | — | 110 | +21,495 | New | Q4 2025 | Feb 13, 2026 |
| Access Investment Management LLC | History | No change | 21,145 | 1,015 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Legato Capital Management LLC | History | Reduced | 20,961 | 1,014 | 0.09% | 0.22% | 112 | -21,818 | -51.0% | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 20,791 | 1,006 | 0.0% | 0.0% | 113 | +7,417 | 55.46% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 20,038 | 969 | 0.0% | — | 114 | +20,038 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,857 | 960 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,726 | 955 | 0.01% | 0.01% | 116 | -110 | -0.55% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 19,709 | 953 | 0.0% | 0.0% | 117 | +3,735 | 23.38% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 19,564 | 946 | 0.0% | 0.0% | 118 | +3,066 | 18.58% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,371 | 912 | 0.01% | 0.01% | 119 | -2,980 | -13.96% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 18,617 | 900 | 0.01% | 0.01% | 120 | -43 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 18,297 | 885 | 0.0% | 0.01% | 121 | -1,406 | -7.14% | Q4 2025 | Jan 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 18,218 | 881 | 0.05% | — | 122 | +18,218 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 17,565 | 850 | 0.01% | 0.01% | 123 | -2,495 | -12.44% | Q4 2025 | Jan 29, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 17,516 | 847 | 0.48% | 0.49% | 124 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 17,328 | 838 | 0.02% | — | 125 | +17,328 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,139 | 829 | 0.0% | 0.0% | 126 | +1,685 | 10.9% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,986 | 822 | 0.0% | 0.0% | 127 | -3,212 | -15.9% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,844 | 815 | 0.0% | 0.0% | 128 | -752 | -4.27% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 16,449 | 802 | 0.01% | 0.01% | 129 | +855 | 5.48% | Q4 2025 | Jan 23, 2026 |
| Unison Advisors LLC | History | Added to | 16,377 | 792 | 0.07% | 0.07% | 130 | +117 | 0.72% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 16,300 | 789 | 0.0% | — | 131 | +16,300 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 16,088 | 778 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,666 | 758 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 15,600 | 754 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 15,429 | 746 | 0.01% | 0.0% | 135 | +8,638 | 127.2% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | New | 15,404 | 745 | 0.0% | — | 136 | +15,404 | New | Q4 2025 | Jan 09, 2026 |
| Horizon Investments, LLC | History | New | 15,392 | 744 | 0.01% | — | 137 | +15,392 | New | Q4 2025 | Feb 02, 2026 |
| MQS Management LLC | History | Added to | 15,285 | 739 | 0.44% | 0.19% | 138 | +8,511 | 125.64% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 15,262 | 738 | 0.0% | 0.0% | 139 | -875 | -5.42% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 15,246 | 737 | 0.03% | — | 140 | +15,246 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,480 | 700 | 0.01% | 0.01% | 141 | +1,375 | 10.49% | Q4 2025 | Feb 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,100 | 682 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,967 | 675 | 0.02% | 0.02% | 143 | -9 | -0.06% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,036 | 627 | 0.0% | 0.0% | 144 | +348 | 2.98% | Q4 2025 | Jan 08, 2026 |
| ProShare Advisors LLC | History | Added to | 12,925 | 625 | 0.0% | 0.0% | 145 | +196 | 1.54% | Q4 2025 | Feb 06, 2026 |
| Headlands Technologies LLC | History | Added to | 12,439 | 601 | 0.05% | 0.03% | 146 | +5,870 | 89.36% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 11,971 | 579 | 0.0% | — | 147 | +11,971 | New | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | New | 11,367 | 550 | 0.09% | — | 148 | +11,367 | New | Q4 2025 | Feb 24, 2026 |
| Amundi | History | Reduced | 10,833 | 524 | 0.0% | 0.0% | 149 | -3,283 | -23.26% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 10,677 | 516 | 0.0% | — | 150 | +10,677 | New | Q4 2025 | Jan 30, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 10,660 | 515 | 0.02% | 0.01% | 151 | +5,342 | 100.45% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 10,305 | 498 | 0.0% | 0.0% | 152 | +2,707 | 35.63% | Q4 2025 | Feb 11, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | New | 10,100 | 488 | 0.43% | — | 153 | +10,100 | New | Q4 2025 | Jan 21, 2026 |
| Maryland State Retirement & Pension System | History | No change | 9,933 | 480 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,894 | 478 | 0.0% | 0.0% | 155 | +861 | 9.53% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,457 | 457 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 8,996 | 435 | 0.06% | 0.05% | 157 | +2,083 | 30.13% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,951 | 433 | 0.0% | 0.0% | 158 | +1,612 | 21.96% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 8,685 | 420 | 0.0% | 0.0% | 159 | +459 | 5.58% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,552 | 413 | 0.01% | 0.01% | 160 | +118 | 1.4% | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | Reduced | 8,111 | 392 | 0.0% | 0.0% | 161 | -65 | -0.8% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,955 | 384 | 0.02% | 0.02% | 162 | -2,165 | -21.39% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,831 | 378 | 0.0% | 0.0% | 163 | +6,216 | 384.89% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 7,800 | 377 | 0.0% | 0.0% | 164 | -12,900 | -62.32% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 7,776 | 376 | 0.0% | 0.0% | 165 | +36 | 0.47% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,378 | 357 | 0.0% | 0.0% | 166 | -1,047 | -12.43% | Q4 2025 | Feb 12, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,895 | 333 | 0.03% | — | 167 | +6,895 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,803 | 329 | 0.0% | 0.0% | 168 | +378 | 5.88% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,781 | 328 | 0.0% | 0.0% | 169 | +2,317 | 51.9% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 6,662 | 322 | 0.0% | — | 170 | +6,662 | New | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 6,365 | 308 | 0.01% | — | 171 | +6,365 | New | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 6,060 | 293 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,812 | 281 | 0.0% | 0.0% | 173 | -15 | -0.26% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,733 | 277 | 0.0% | 0.0% | 174 | -299 | -4.96% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,585 | 270 | 0.0% | 0.0% | 175 | -642 | -10.31% | Q4 2025 | Feb 06, 2026 |
| Farringdon Capital, Ltd. | History | New | 5,575 | 269 | 0.07% | — | 176 | +5,575 | New | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 5,474 | 264 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 5,433 | 262 | 0.06% | — | 178 | +5,433 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,401 | 261 | 0.01% | 0.01% | 179 | -231 | -4.1% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,336 | 258 | 0.0% | — | 180 | +5,336 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 5,278 | 255 | 0.0% | 0.0% | 181 | -27 | -0.51% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,226 | 252 | 0.0% | 0.0% | 182 | -1,539 | -22.75% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,073 | 247 | 0.01% | 0.01% | 183 | +1,590 | 45.65% | Q4 2025 | Feb 13, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 4,992 | 241 | 0.06% | — | 184 | +4,992 | New | Q4 2025 | Feb 03, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,775 | 231 | 0.0% | 0.0% | 185 | -10,000 | -67.68% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,401 | 212 | 0.0% | — | 186 | +4,401 | New | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 4,279 | 207 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 4,255 | 205 | 0.0% | — | 189 | +4,255 | New | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,223 | 205 | 0.0% | 0.0% | 188 | -236 | -5.29% | Q4 2025 | Feb 18, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,189 | 202 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STRS OHIO | History | No change | 4,000 | 193 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 3,786 | 183 | 0.05% | 0.05% | 192 | +25 | 0.66% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 3,710 | 180 | 0.0% | 0.0% | 193 | -100 | -2.62% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 2,993 | 152 | 0.01% | — | 194 | +2,993 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 3,122 | 151 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 3,083 | 149 | 0.01% | 0.01% | 196 | +442 | 16.74% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,646 | 128 | 0.0% | 0.0% | 197 | -142 | -5.09% | Q4 2025 | Feb 11, 2026 |
| EMC Capital Management | History | Reduced | 2,520 | 122 | 0.05% | 0.07% | 198 | -445 | -15.01% | Q4 2025 | Mar 09, 2026 |
| KBC Group NV | History | No change | 2,191 | 106 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,168 | 104 | 0.0% | 0.0% | 200 | -380 | -14.91% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,965 | 95 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,809 | 87 | 0.0% | 0.0% | 202 | +1,108 | 158.06% | Q4 2025 | Mar 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,648 | 79 | 0.0% | — | 203 | +1,648 | New | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 1,570 | 75 | 0.04% | — | 205 | +1,570 | New | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,568 | 75 | 0.0% | 0.0% | 204 | +98 | 6.67% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,525 | 74 | 0.0% | 0.0% | 206 | +546 | 55.77% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,523 | 73 | 0.01% | — | 207 | +1,523 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 1,436 | 70 | 0.04% | 0.04% | 208 | -7 | -0.49% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,219 | 58 | 0.0% | 0.0% | 209 | +178 | 17.1% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,188 | 57 | 0.0% | 0.0% | 210 | -17 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,161 | 56 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DANSKE BANK A/S | History | No change | 1,000 | 48 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 990 | 47 | 0.0% | 0.0% | 213 | -3 | -0.3% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 850 | 41 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 839 | 40 | 0.0% | 0.0% | 215 | +29 | 3.58% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 778 | 38 | 0.0% | 0.0% | 216 | +222 | 39.93% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 684 | 33 | 0.0% | 0.0% | 217 | -213 | -23.75% | Q4 2025 | Jan 28, 2026 |
| Palouse Capital Management, Inc. | History | No change | 600 | 29 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 554 | 26 | 0.0% | 0.0% | 220 | -832 | -60.03% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 553 | 26 | 0.0% | — | 219 | +553 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 485 | 23 | 0.0% | — | 221 | +484 | 48400.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 457 | 22 | 0.0% | 0.0% | 222 | -25 | -5.19% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 443 | 20 | 0.0% | 0.0% | 223 | -10,200 | -95.84% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 405 | 19 | 0.0% | 0.0% | 224 | +22 | 5.74% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 392 | 18 | 0.0% | 0.0% | 225 | +16 | 4.26% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 375 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 357 | 17 | 0.0% | — | 227 | +357 | New | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 344 | 16 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 307 | 15 | 0.0% | 0.0% | 229 | -5 | -1.6% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | No change | 280 | 14 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 276 | 13 | 0.0% | 0.0% | 231 | +37 | 15.48% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 201 | 9 | 0.0% | — | 232 | +196 | 3920.0% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 169 | 8 | 0.0% | 0.0% | 234 | +18 | 11.92% | Q4 2025 | Feb 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 172 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 165 | 7 | 0.0% | — | 236 | +165 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Added to | 128 | 6 | 0.0% | 0.0% | 238 | +95 | 287.88% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 139 | 6 | 0.0% | 0.0% | 239 | -13 | -8.55% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 128 | 6 | 0.0% | 0.0% | 237 | +8 | 6.67% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 110 | 5 | 0.0% | — | 241 | +110 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 110 | 5 | 0.0% | — | 242 | +110 | New | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 99 | 4 | 0.0% | 0.0% | 243 | -172 | -63.47% | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 70 | 3 | 0.0% | — | 248 | +70 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 65 | 3 | 0.0% | — | 245 | +65 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Added to | 76 | 3 | 0.0% | 0.0% | 244 | +20 | 35.71% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 246 | -7 | -8.05% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 56 | 2 | 0.0% | 0.0% | 252 | -68 | -54.84% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 43 | 2 | 0.0% | — | 250 | +39 | 975.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 45 | 2 | 0.0% | — | 251 | +31 | 221.43% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 48 | 2 | 0.0% | 0.0% | 249 | -9 | -15.79% | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 23 | 1 | 0.0% | — | 256 | +14 | 155.56% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 33 | 1 | 0.0% | 0.0% | 258 | +2 | 6.45% | Q4 2025 | Jan 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 33 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.15% | — | -81,434 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -36,452 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -28,518 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,906 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -20,849 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,564 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,036 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -16,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -15,015 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,882 | -100.0% | Q3 2025 | Nov 06, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -11,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.18% | — | -10,650 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,896 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,729 | -100.0% | Q3 2025 | Oct 30, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,435 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,968 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q4 2025 | Feb 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Spire Wealth Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |