CABOT CORP - CBT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 6,624,989 | 439,104 | 0.01% | 0.01% | 1 | -14,649 | -0.22% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,928,895 | 392,967 | 0.01% | 0.01% | 2 | -29,696 | -0.5% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,751,569 | 248,653 | 0.04% | 0.06% | 3 | -423,471 | -10.14% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 3,105,914 | 205,859 | 0.88% | 1.05% | 4 | -83,824 | -2.63% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 2,343,322 | 155,315 | 0.52% | 0.57% | 5 | +124,613 | 5.62% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 2,025,589 | 134,256 | 0.0% | 0.01% | 6 | +20,021 | 1.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,019,922 | 133,880 | 0.07% | 0.07% | 7 | +214,529 | 11.88% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,663,283 | 110,242 | 0.02% | 0.03% | 8 | +106,521 | 6.84% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,529,869 | 101,399 | 0.01% | 0.01% | 9 | -153,651 | -9.13% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,331,061 | 88,236 | 0.01% | 0.01% | 10 | -8,982 | -0.67% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 987,456 | 65,449 | 0.06% | 0.08% | 11 | -21,391 | -2.12% | Q4 2025 | Feb 13, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 972,338 | 64,446 | 1.2% | 1.44% | 12 | -31,633 | -3.15% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 965,400 | 63,986 | 0.0% | 0.0% | 13 | +744,717 | 337.46% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 845,920 | 56,067 | 0.03% | 0.04% | 14 | -47,840 | -5.35% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 786,344 | 52,119 | 0.0% | 0.0% | 15 | +107,315 | 15.8% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 749,269 | 49,661 | 0.01% | — | 16 | +749,269 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 744,042 | 49,315 | 0.01% | 0.01% | 17 | +35,282 | 4.98% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 635,959 | 42,151 | 0.01% | 0.01% | 18 | +76,471 | 13.67% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 618,559 | 40,998 | 0.01% | 0.01% | 19 | -94,624 | -13.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 614,178 | 40,707 | 0.01% | 0.01% | 20 | +20,668 | 3.48% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 592,700 | 39,284 | 0.09% | 0.1% | 21 | -9,900 | -1.64% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 536,669 | 35,570 | 0.4% | 0.46% | 22 | -59 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 457,778 | 33,985 | 7.05% | 2.37% | 23 | +317,934 | 227.35% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Reduced | 485,772 | 32,196 | 0.0% | 0.01% | 24 | -22,719 | -4.47% | Q4 2025 | Feb 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 476,672 | 31,595 | 0.0% | 0.0% | 25 | +1,434 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | No change | 462,691 | 30,667 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 369,131 | 24,466 | 0.0% | 0.0% | 27 | -46,359 | -11.16% | Q4 2025 | Mar 25, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 286,044 | 20,469 | 0.19% | 0.18% | 28 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | Reduced | 307,201 | 20,361 | 0.03% | 0.04% | 29 | -12,852 | -4.02% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 291,255 | 19,304 | 0.01% | 0.01% | 30 | +172,810 | 145.9% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 290,721 | 19,268 | 0.03% | 0.03% | 31 | +31,914 | 12.33% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 245,437 | 16,267 | 0.0% | 0.0% | 32 | +12,038 | 5.16% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 235,345 | 15,598 | 0.27% | 0.32% | 33 | -3,500 | -1.47% | Q4 2025 | Jan 14, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 230,092 | 15,250 | 0.77% | 0.77% | 34 | +30,976 | 15.56% | Q4 2025 | Feb 05, 2026 |
| Pacer Advisors, Inc. | History | Added to | 229,252 | 15,194 | 0.04% | 0.0% | 35 | +222,232 | 3165.7% | Q4 2025 | Feb 24, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 218,077 | 14,455 | 0.01% | 0.02% | 36 | -319,517 | -59.43% | Q4 2025 | Feb 19, 2026 |
| Fiera Capital Corp | History | Added to | 213,314 | 14,138 | 0.04% | 0.04% | 37 | +49,181 | 29.96% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 207,206 | 13,733 | 0.0% | 0.0% | 38 | -60,783 | -22.68% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 202,678 | 13,440 | 0.0% | 0.0% | 39 | -950 | -0.47% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 189,385 | 12,552 | 0.02% | 0.02% | 40 | -11,649 | -5.79% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 168,471 | 11,166 | 0.0% | 0.01% | 41 | -118,890 | -41.37% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 167,614 | 11,109 | 0.01% | 0.01% | 42 | -13,667 | -7.54% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 166,603 | 11,042 | 0.01% | 0.01% | 43 | +14,119 | 9.26% | Q4 2025 | Feb 02, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 165,537 | 10,971 | 0.02% | 0.02% | 44 | +28,711 | 20.98% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 159,202 | 10,551 | 0.0% | 0.0% | 45 | -111,535 | -41.2% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 158,019 | 10,473 | 0.04% | 0.04% | 46 | -4,671 | -2.87% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 149,866 | 9,933 | 0.18% | 0.23% | 47 | -17,192 | -10.29% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 148,800 | 9,862 | 0.01% | 0.01% | 48 | +6,396 | 4.49% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 132,542 | 8,784 | 0.01% | — | 49 | +132,542 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 130,210 | 8,630 | 0.0% | 0.0% | 50 | +1,003 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 127,854 | 8,474 | 0.49% | 0.48% | 51 | +24,870 | 24.15% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 121,301 | 8,039 | 0.0% | 0.0% | 52 | -22,912 | -15.89% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 119,914 | 7,947 | 0.0% | 0.0% | 53 | -6,907 | -5.45% | Q4 2025 | Feb 12, 2026 |
| Paradiem, LLC | History | Reduced | 118,851 | 7,877 | 1.88% | 2.64% | 54 | -30,246 | -20.29% | Q4 2025 | Jan 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 105,605 | 6,999 | 0.0% | 0.0% | 55 | +745 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 104,900 | 6,952 | 0.0% | 0.0% | 56 | +800 | 0.77% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 99,601 | 6,601 | 0.0% | 0.0% | 57 | -47 | -0.05% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 98,626 | 6,536 | 0.0% | 0.0% | 58 | -2,362 | -2.34% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 95,117 | 6,304 | 0.01% | 0.0% | 59 | +47,223 | 98.6% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 94,032 | 6,232 | 0.0% | 0.0% | 60 | +7,409 | 8.55% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 92,777 | 6,149 | 0.01% | 0.01% | 61 | -161 | -0.17% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 86,046 | 5,703 | 0.0% | 0.0% | 62 | +25,714 | 42.62% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 84,922 | 5,628 | 0.0% | 0.0% | 63 | -5,551 | -6.14% | Q4 2025 | Feb 09, 2026 |
| DENALI ADVISORS LLC | History | New | 83,442 | 5,530 | 0.61% | — | 64 | +83,442 | New | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 81,148 | 5,378 | 0.01% | — | 65 | +81,148 | New | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 79,148 | 5,245 | 0.16% | 0.15% | 66 | +15,669 | 24.68% | Q4 2025 | Jan 28, 2026 |
| Woodline Partners LP | History | New | 78,695 | 5,215 | 0.02% | — | 67 | +78,695 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 77,927 | 5,165 | 0.0% | 0.0% | 68 | +34,268 | 78.49% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 73,018 | 4,839 | 0.0% | 0.0% | 69 | +51,476 | 238.96% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 68,903 | 4,566 | 0.01% | 0.01% | 70 | +24,456 | 55.02% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 67,732 | 4,489 | 0.0% | 0.01% | 71 | -104,335 | -60.64% | Q4 2025 | Feb 17, 2026 |
| Aureus Asset Management, LLC | History | No change | 67,080 | 4,446 | 0.28% | 0.33% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,776 | 4,293 | 0.01% | 0.01% | 73 | -1,034 | -1.57% | Q4 2025 | Jan 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 64,656 | 4,285 | 0.01% | 0.01% | 74 | -3,763 | -5.5% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 63,853 | 4,232 | 0.01% | 0.02% | 75 | -474 | -0.74% | Q4 2025 | Jan 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 56,175 | 3,723 | 0.02% | 0.03% | 76 | -442 | -0.78% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,573 | 3,617 | 0.02% | 0.02% | 77 | -3,595 | -6.18% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 53,014 | 3,513 | 0.0% | — | 78 | +53,014 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 50,519 | 3,348 | 0.0% | 0.0% | 79 | -87 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 48,665 | 3,225 | 0.1% | 0.12% | 80 | -3,493 | -6.7% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 45,478 | 3,014 | 0.0% | 0.01% | 81 | -1,724 | -3.65% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 44,941 | 2,978 | 0.01% | 0.0% | 82 | +29,862 | 198.04% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 43,167 | 2,861 | 0.04% | 0.04% | 83 | -2,434 | -5.34% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 43,025 | 2,851 | 0.01% | 0.01% | 84 | +10,686 | 33.04% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,989 | 2,849 | 0.0% | 0.0% | 85 | -34,246 | -44.34% | Q4 2025 | Feb 18, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 41,800 | 2,770 | 0.01% | 0.01% | 86 | +1,350 | 3.34% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 41,404 | 2,744 | 0.07% | — | 87 | +41,404 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 37,135 | 2,461 | 0.0% | 0.0% | 88 | -11,846 | -24.18% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 36,570 | 2,423 | 0.01% | 0.0% | 89 | +26,294 | 255.88% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | Added to | 36,301 | 2,406 | 0.0% | 0.0% | 90 | +26,216 | 259.95% | Q4 2025 | Jan 09, 2026 |
| Freestone Grove Partners LP | History | Added to | 33,064 | 2,191 | 0.02% | 0.0% | 91 | +28,799 | 675.24% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 32,494 | 2,153 | 0.01% | 0.01% | 92 | +105 | 0.32% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 32,348 | 2,145 | 0.0% | 0.0% | 93 | -3,132 | -8.83% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,055 | 2,124 | 0.0% | 0.0% | 94 | -9,517 | -22.89% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 30,768 | 2,039 | 0.0% | — | 95 | +30,768 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,700 | 2,034 | 0.0% | 0.0% | 96 | -4,100 | -11.78% | Q4 2025 | Feb 12, 2026 |
| Ballast Asset Management, LP | History | Reduced | 28,435 | 1,884 | 0.89% | 1.02% | 97 | -987 | -3.35% | Q4 2025 | Feb 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 26,552 | 1,759 | 0.02% | 0.01% | 98 | +6,372 | 31.58% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 25,890 | 1,716 | 0.13% | 0.13% | 99 | +3,737 | 16.87% | Q4 2025 | Jan 20, 2026 |
| Weiss Asset Management LP | History | New | 25,783 | 1,708 | 0.02% | — | 100 | +25,783 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 24,746 | 1,640 | 0.01% | — | 101 | +24,746 | New | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,727 | 1,639 | 0.0% | — | 102 | +24,727 | New | Q4 2025 | Feb 17, 2026 |
| Polaris Capital Management, LLC | History | No change | 23,773 | 1,575 | 0.13% | 0.12% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Riverwater Partners LLC | History | No change | 23,438 | 1,553 | 0.6% | 0.74% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 23,372 | 1,549 | 0.01% | 0.01% | 105 | -5,664 | -19.51% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,283 | 1,543 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Added to | 22,852 | 1,514 | 0.0% | 0.0% | 107 | +11,303 | 97.87% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 20,628 | 1,489 | 0.0% | 0.0% | 108 | +2,748 | 15.37% | Q4 2025 | Feb 18, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 22,415 | 1,485 | 0.16% | — | 110 | +22,415 | New | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 22,405 | 1,485 | 0.01% | 0.01% | 109 | -975 | -4.17% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 22,142 | 1,467 | 0.02% | 0.02% | 111 | -2,430 | -9.89% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 22,025 | 1,459 | 0.0% | 0.0% | 112 | -24,369 | -52.53% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,700 | 1,438 | 0.01% | 0.0% | 113 | +7,300 | 50.69% | Q4 2025 | Jan 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 19,457 | 1,289 | 0.06% | 0.04% | 114 | +12,036 | 162.19% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,493 | 1,225 | 0.0% | — | 115 | +18,493 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 18,242 | 1,209 | 0.0% | 0.0% | 116 | -7,944 | -30.34% | Q4 2025 | Feb 10, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 18,151 | 1,203 | 0.51% | 0.6% | 117 | -22 | -0.12% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 17,880 | 1,185 | 0.01% | 0.02% | 118 | -21,617 | -54.73% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 17,674 | 1,170 | 0.0% | 0.0% | 119 | +1,261 | 7.68% | Q4 2025 | Jan 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,482 | 1,143 | 0.01% | 0.01% | 120 | -250 | -1.49% | Q4 2025 | Jan 21, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 16,959 | 1,124 | 0.05% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ProShare Advisors LLC | History | Added to | 16,460 | 1,090 | 0.0% | 0.0% | 122 | +1,997 | 13.81% | Q4 2025 | Feb 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 16,404 | 1,087 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 16,351 | 1,083 | 0.0% | — | 124 | +16,351 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,916 | 1,054 | 0.0% | 0.0% | 125 | +3,078 | 23.98% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,780 | 1,045 | 0.0% | 0.0% | 126 | +575 | 3.78% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 15,363 | 1,030 | 0.0% | 0.0% | 127 | +2,038 | 15.29% | Q4 2025 | Feb 03, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 15,337 | 1,016 | 0.02% | 0.02% | 128 | -870 | -5.37% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 15,035 | 996 | 0.0% | 0.0% | 129 | +1,577 | 11.72% | Q4 2025 | Feb 11, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Reduced | 15,000 | 994 | 0.05% | 0.06% | 130 | -10 | -0.07% | Q4 2025 | Jan 15, 2026 |
| Arizona State Retirement System | History | Reduced | 14,778 | 979 | 0.01% | 0.01% | 131 | -1,120 | -7.04% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,700 | 974 | 0.02% | 0.02% | 132 | -100 | -0.68% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,373 | 952 | 0.01% | 0.01% | 133 | -643 | -4.28% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 14,308 | 948 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,073 | 932 | 0.03% | 0.03% | 135 | -434 | -2.99% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 13,909 | 922 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,897 | 921 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,676 | 906 | 0.01% | 0.0% | 138 | +3,666 | 36.62% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 13,585 | 900 | 0.0% | 0.0% | 139 | -1,896 | -12.25% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 13,570 | 899 | 0.01% | — | 140 | +13,570 | New | Q4 2025 | Feb 05, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 13,475 | 893 | 0.53% | 0.56% | 141 | +1,240 | 10.13% | Q4 2025 | Jan 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 13,407 | 889 | 0.05% | 0.06% | 142 | -249 | -1.82% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,314 | 882 | 0.0% | 0.01% | 143 | -341 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 13,188 | 874 | 0.0% | 0.0% | 144 | +7,695 | 140.09% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 12,565 | 832 | 0.0% | 0.0% | 145 | -100 | -0.79% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,397 | 821 | 0.0% | 0.0% | 146 | -151 | -1.2% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 12,045 | 798 | 0.02% | 0.02% | 147 | -2,513 | -17.26% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,981 | 794 | 0.0% | 0.0% | 148 | -242 | -1.98% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,940 | 791 | 0.0% | 0.0% | 149 | -1,597 | -11.8% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,903 | 788 | 0.01% | 0.01% | 150 | +44 | 0.37% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,123 | 780 | 0.0% | 0.0% | 151 | +2,480 | 28.69% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,622 | 770 | 0.0% | 0.0% | 152 | -4,850 | -29.44% | Q4 2025 | Jan 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,500 | 762 | 0.02% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 11,515 | 760 | 0.0% | 0.0% | 154 | -60,689 | -84.05% | Q4 2025 | Mar 20, 2026 |
| West Tower Group, LLC | History | New | 11,235 | 744 | 1.68% | — | 155 | +11,235 | New | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 11,568 | 741 | 0.0% | 0.0% | 156 | +2,013 | 21.07% | Q4 2025 | Feb 17, 2026 |
| 1ST SOURCE BANK | History | No change | 11,128 | 737 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 10,977 | 727 | 0.01% | 0.02% | 158 | -2,700 | -19.74% | Q4 2025 | Feb 12, 2026 |
| QSV Equity Investors LLC | History | Reduced | 10,831 | 717 | 1.06% | 1.24% | 159 | -5,188 | -32.39% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 10,759 | 713 | 0.4% | 0.48% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,614 | 703 | 0.01% | 0.01% | 161 | -100 | -0.93% | Q4 2025 | Feb 04, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 10,392 | 688 | 0.02% | 0.21% | 162 | -83,308 | -88.91% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 10,142 | 672 | 0.06% | — | 163 | +10,142 | New | Q4 2025 | Feb 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 10,000 | 663 | 0.81% | 0.03% | 164 | -7,700 | -43.5% | Q4 2025 | Feb 25, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,793 | 649 | 0.0% | 0.0% | 165 | -3,773 | -27.81% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,625 | 637 | 0.0% | 0.0% | 166 | +16 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,592 | 635 | 0.01% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CONNABLE OFFICE INC | History | Added to | 9,505 | 629 | 0.06% | 0.06% | 168 | +460 | 5.09% | Q4 2025 | Feb 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,395 | 622 | 0.0% | 0.0% | 169 | -391 | -4.0% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | Added to | 9,168 | 608 | 0.02% | 0.01% | 170 | +5,000 | 119.96% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 9,179 | 608 | 0.01% | 0.01% | 171 | +2,118 | 30.0% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 9,076 | 601 | 0.0% | 0.0% | 172 | -11,280 | -55.41% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 8,800 | 583 | 0.0% | 0.0% | 173 | +5,286 | 150.43% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,768 | 581 | 0.01% | 0.01% | 174 | +2,036 | 30.24% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,618 | 571 | 0.0% | 0.0% | 175 | -740 | -7.91% | Q4 2025 | Jan 29, 2026 |
| Inspire Investing, LLC | History | Added to | 8,544 | 566 | 0.05% | 0.05% | 176 | +1,317 | 18.22% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,518 | 564 | 0.0% | 0.0% | 178 | +811 | 10.52% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,511 | 564 | 0.01% | 0.02% | 177 | -201 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 8,456 | 560 | 0.01% | 0.01% | 179 | -440 | -4.95% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Reduced | 8,295 | 549 | 0.01% | 0.01% | 180 | -2,430 | -22.66% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,186 | 542 | 0.0% | 0.0% | 181 | -489 | -5.64% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 8,000 | 530 | 0.0% | — | 182 | +8,000 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,759 | 513 | 0.01% | 0.01% | 183 | -436 | -5.32% | Q4 2025 | Jan 23, 2026 |
| Boston Trust Walden Corp | History | Reduced | 7,733 | 512 | 0.0% | 0.0% | 184 | -567 | -6.83% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 7,645 | 506 | 0.02% | 0.01% | 185 | +4,259 | 125.78% | Q4 2025 | Feb 09, 2026 |
| Mengis Capital Management, Inc. | History | No change | 7,500 | 497 | 0.09% | 0.11% | 186 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,148 | 474 | 0.0% | 0.0% | 187 | -1,188 | -14.25% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,889 | 456 | 0.0% | 0.0% | 188 | -21,811 | -76.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 6,641 | 440 | 0.0% | 0.0% | 189 | -482 | -6.77% | Q4 2025 | Jan 23, 2026 |
| XPONANCE LLC | History | Reduced | 6,506 | 431 | 0.0% | 0.0% | 190 | -1,236 | -15.96% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,298 | 417 | 0.0% | 0.0% | 191 | +161 | 2.62% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 6,287 | 416 | 0.0% | 0.0% | 192 | +1,499 | 31.31% | Q4 2025 | Feb 12, 2026 |
| PCM Encore, LLC | History | New | 6,261 | 414 | 0.09% | — | 193 | +6,261 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,198 | 410 | 0.0% | 0.0% | 194 | -160 | -2.52% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 6,072 | 402 | 0.01% | 0.01% | 195 | +72 | 1.2% | Q4 2025 | Feb 05, 2026 |
| Morningstar Investment Management LLC | History | No change | 5,882 | 390 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALPS ADVISORS INC | History | Added to | 5,834 | 386 | 0.0% | 0.0% | 197 | +64 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,673 | 376 | 0.0% | 0.0% | 198 | -237 | -4.01% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 5,237 | 372 | 0.0% | 0.0% | 199 | -1,496 | -22.22% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,536 | 367 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 5,530 | 366 | 0.04% | 0.05% | 201 | -200 | -3.49% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,438 | 360 | 0.0% | 0.01% | 202 | -883 | -13.97% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,298 | 351 | 0.0% | 0.0% | 203 | -28,806 | -84.47% | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 5,300 | 351 | 0.0% | 0.01% | 204 | -23,800 | -81.79% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,275 | 349 | 0.0% | — | 206 | +5,275 | New | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,276 | 349 | 0.0% | 0.0% | 205 | -3,003 | -36.27% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 5,214 | 345 | 0.0% | 0.0% | 207 | -469 | -8.25% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 5,167 | 343 | 0.0% | 0.01% | 208 | -489 | -8.65% | Q4 2025 | Jan 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,153 | 341 | 0.01% | 0.02% | 209 | -993 | -16.16% | Q4 2025 | Jan 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 5,000 | 331 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | Reduced | 4,912 | 325 | 0.0% | 0.01% | 211 | -1,589 | -24.44% | Q4 2025 | Feb 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 4,700 | 311 | 0.0% | — | 212 | +4,700 | New | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Reduced | 4,686 | 310 | 0.06% | 0.08% | 213 | -23 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Baron Wealth Management LLC | History | Added to | 4,662 | 309 | 0.1% | 0.1% | 214 | +867 | 22.85% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,500 | 298 | 0.0% | 0.0% | 215 | -61,905 | -93.22% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,504 | 298 | 0.0% | 0.0% | 216 | +69 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,377 | 290 | 0.0% | 0.0% | 217 | -79 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,184 | 277 | 0.0% | 0.0% | 218 | +718 | 20.72% | Q4 2025 | Feb 17, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 4,105 | 272 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,018 | 266 | 0.0% | 0.0% | 220 | -1,048 | -20.69% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 3,960 | 262 | 0.01% | — | 221 | +3,960 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 3,935 | 260 | 0.01% | — | 222 | +3,935 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,905 | 258 | 0.0% | 0.0% | 223 | +158 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,889 | 257 | 0.0% | 0.0% | 224 | -221 | -5.38% | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,856 | 255 | 0.01% | 0.01% | 225 | -100 | -2.53% | Q4 2025 | Feb 04, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,804 | 252 | 0.05% | 0.05% | 226 | -1 | -0.03% | Q4 2025 | Mar 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,755 | 249 | 0.02% | — | 227 | +3,755 | New | Q4 2025 | Feb 06, 2026 |
| Verity Asset Management, Inc. | History | New | 3,751 | 248 | 0.11% | — | 228 | +3,751 | New | Q4 2025 | Jan 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 3,700 | 245 | 0.02% | 0.03% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,586 | 237 | 0.0% | 0.0% | 230 | -451 | -11.17% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,523 | 233 | 0.0% | — | 231 | +3,523 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,441 | 228 | 0.0% | 0.0% | 232 | -1,766 | -33.92% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Added to | 3,372 | 223 | 0.17% | 0.02% | 233 | +2,771 | 461.06% | Q4 2025 | Jan 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,337 | 221 | 0.0% | 0.0% | 234 | +699 | 26.5% | Q4 2025 | Feb 17, 2026 |
| Severin Investments, LLC | History | Reduced | 3,328 | 220 | 0.19% | 0.24% | 235 | -274 | -7.61% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,154 | 209 | 0.0% | 0.0% | 236 | -983 | -23.76% | Q4 2025 | Jan 05, 2026 |
| Caitlin John, LLC | History | Added to | 3,137 | 207 | 0.14% | 0.13% | 238 | +710 | 29.25% | Q4 2025 | Feb 18, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,129 | 207 | 0.04% | 0.05% | 237 | -332 | -9.59% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | New | 3,101 | 205 | 0.04% | — | 240 | +3,101 | New | Q4 2025 | Feb 24, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,099 | 205 | 0.0% | 0.0% | 239 | -238 | -7.13% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,038 | 201 | 0.0% | 0.0% | 241 | +67 | 2.26% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,031 | 200 | 0.0% | 0.0% | 242 | -1,493 | -33.0% | Q4 2025 | Feb 06, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,944 | 196 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,871 | 190 | 0.01% | 0.02% | 244 | -40 | -1.37% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 2,835 | 188 | 0.0% | 0.01% | 245 | -39,555 | -93.31% | Q4 2025 | Jan 26, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,815 | 186 | 0.0% | 0.0% | 246 | -7,100 | -71.61% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,613 | 173 | 0.0% | 0.01% | 247 | -1,280 | -32.88% | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | New | 2,475 | 164 | 0.04% | — | 248 | +2,475 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,472 | 163 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,240 | 148 | 0.0% | 0.0% | 250 | +1,567 | 232.84% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 2,208 | 146 | 0.08% | 0.06% | 251 | +854 | 63.07% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | New | 2,176 | 144 | 0.02% | — | 252 | +2,176 | New | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,101 | 139 | 0.0% | 0.0% | 253 | +241 | 12.96% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | Added to | 1,931 | 127 | 0.02% | 0.0% | 254 | +1,685 | 684.96% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,888 | 125 | 0.03% | 0.03% | 255 | +1,354 | 253.56% | Q4 2025 | Mar 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,873 | 124 | 0.0% | 0.0% | 256 | +164 | 9.6% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 1,850 | 122 | 0.01% | 0.0% | 257 | +1,532 | 481.76% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 1,800 | 119 | 0.0% | 0.0% | 258 | -1,400 | -43.75% | Q4 2025 | Feb 02, 2026 |
| KBC Group NV | History | No change | 1,712 | 113 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,668 | 110 | 0.0% | 0.0% | 260 | +600 | 56.18% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,455 | 96 | 0.0% | — | 261 | +1,455 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,421 | 94 | 0.0% | 0.01% | 262 | -588 | -29.27% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,295 | 85 | 0.01% | 0.01% | 263 | +626 | 93.57% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,202 | 79 | 0.0% | 0.0% | 265 | +160 | 15.36% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,200 | 79 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,152 | 76 | 0.0% | 0.0% | 266 | +617 | 115.33% | Q4 2025 | Mar 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,054 | 70 | 0.0% | 0.0% | 267 | -4,029 | -79.26% | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | Reduced | 1,067 | 70 | 0.02% | 0.02% | 268 | -165 | -13.39% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,001 | 66 | 0.0% | 0.0% | 270 | -2,206 | -68.79% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,005 | 66 | 0.0% | 0.0% | 269 | +843 | 520.37% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 991 | 66 | 0.0% | 0.0% | 271 | +562 | 131.0% | Q4 2025 | Feb 09, 2026 |
| North Star Investment Management Corp. | History | No change | 800 | 53 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 787 | 52 | 0.0% | 0.0% | 273 | +244 | 44.94% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 725 | 48 | 0.0% | 0.0% | 274 | +43 | 6.3% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 606 | 40 | 0.0% | 0.0% | 275 | +103 | 20.48% | Q4 2025 | Jan 20, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 33 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 495 | 32 | 0.0% | 0.0% | 277 | +466 | 1606.9% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 462 | 30 | 0.0% | 0.01% | 278 | -8,420 | -94.8% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 451 | 29 | 0.0% | 0.0% | 280 | +102 | 29.23% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 451 | 29 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 411 | 27 | 0.0% | 0.0% | 281 | +259 | 170.39% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 395 | 26 | 0.01% | — | 282 | +395 | New | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 379 | 25 | 0.0% | 0.0% | 283 | -853 | -69.24% | Q4 2025 | Feb 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 360 | 23 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | Added to | 337 | 22 | 0.0% | 0.0% | 285 | +54 | 19.08% | Q4 2025 | Feb 04, 2026 |
| Optiver Holding B.V. | History | Reduced | 293 | 19 | 0.0% | 0.0% | 286 | -188 | -39.09% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 255 | 17 | 0.0% | — | 287 | +255 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 217 | 14 | 0.0% | 0.0% | 288 | +4 | 1.88% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 226 | 14 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Founders Capital Management | History | New | 200 | 13 | 0.01% | — | 290 | +200 | New | Q4 2025 | Jan 15, 2026 |
| DV EQUITIES, LLC | History | New | 200 | 13 | 0.0% | — | 291 | +200 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 186 | 12 | 0.0% | 0.0% | 292 | +117 | 169.57% | Q4 2025 | Jan 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 185 | 12 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 171 | 11 | 0.0% | 0.0% | 295 | -117 | -40.63% | Q4 2025 | Feb 24, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 181 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 158 | 10 | 0.0% | 0.0% | 296 | +81 | 105.19% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 145 | 9 | 0.0% | 0.0% | 297 | -620 | -81.05% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 146 | 9 | 0.0% | 0.0% | 298 | -44 | -23.16% | Q4 2025 | Feb 10, 2026 |
| Global X Japan Co., Ltd. | History | No change | 150 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 110 | 7 | 0.0% | — | 301 | +110 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 116 | 7 | 0.0% | 0.0% | 300 | -2 | -1.69% | Q4 2025 | Feb 02, 2026 |
| WealthCollab, LLC | History | Added to | 99 | 6 | 0.0% | 0.0% | 303 | +57 | 135.71% | Q4 2025 | Jan 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 100 | 6 | 0.0% | 0.0% | 302 | -12 | -10.71% | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | New | 82 | 5 | 0.0% | — | 304 | +82 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 67 | 4 | 0.0% | 0.0% | 306 | -99 | -59.64% | Q4 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | New | 70 | 4 | 0.0% | — | 310 | +70 | New | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 61 | 4 | 0.0% | 0.0% | 312 | -61 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 71 | 4 | 0.0% | 0.0% | 311 | +45 | 173.08% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 75 | 4 | 0.0% | 0.0% | 305 | +41 | 120.59% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 72 | 4 | 0.0% | 0.01% | 313 | -34 | -32.08% | Q4 2025 | Jan 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 68 | 4 | 0.0% | 0.0% | 308 | -6 | -8.11% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Added to | 65 | 4 | 0.0% | 0.0% | 307 | +2 | 3.17% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 52 | 3 | 0.0% | 0.0% | 317 | -96 | -64.86% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 318 | -23 | -33.33% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 54 | 3 | 0.0% | 0.0% | 315 | -22 | -28.95% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 314 | -1 | -2.04% | Q4 2025 | Jan 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IMA Advisory Services, Inc. | History | New | 42 | 2 | 0.0% | — | 320 | +42 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 40 | 2 | 0.0% | — | 322 | +40 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Added to | 34 | 2 | 0.0% | — | 324 | +26 | 325.0% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PFS Partners, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 17 | 1 | 0.0% | 0.0% | 334 | -132 | -88.59% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 19 | 1 | 0.0% | 0.0% | 325 | -105 | -84.68% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | New | 23 | 1 | 0.0% | — | 328 | +23 | New | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 22 | 1 | 0.0% | — | 329 | +22 | New | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 21 | 1 | 0.0% | — | 326 | +21 | New | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 18 | 1 | 0.0% | — | 338 | +18 | New | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 330 | +17 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 12 | 1 | 0.0% | — | 336 | +12 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 337 | -12 | -42.86% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 24 | 1 | 0.0% | — | 332 | +11 | 84.62% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28 | 1 | 0.0% | 0.0% | 333 | +5 | 21.74% | Q4 2025 | Jan 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 18 | 1 | 0.0% | 0.0% | 331 | -3 | -14.29% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 24 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -524,278 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.01% | — | -163,411 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.08% | — | -106,980 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -65,561 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VALUE HOLDINGS MANAGEMENT CO. LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -33,380 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -26,891 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,524 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,187 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -19,327 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Closed out | 0 | 0 | — | 1.11% | — | -15,714 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Closed out | 0 | 0 | — | 0.04% | — | -13,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,888 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,488 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,943 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,847 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,004 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Smith Group Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,810 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,642 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| First Bank & Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -3,221 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,136 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,945 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Lakeridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,835 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,809 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,776 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,710 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Heritage Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,707 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,479 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,577 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Curat Global, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -386 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -223 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -147 | -91.88% | Q4 2025 | Feb 02, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -109 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 63 | 0 | — | — | — | +63 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -37 | -84.09% | Q4 2025 | Jan 08, 2026 |
| Sachetta, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -28 | -73.68% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TOMPKINS FINANCIAL CORP | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -11 | -61.11% | Q4 2025 | Jan 15, 2026 |
| MidFirst Bank | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 25, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 06, 2025 |
| USA FINANCIAL FORMULAS | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SHP Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Mar 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q4 2025 | Jan 16, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |