Consensus Cloud Solutions, Inc. - CCSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Reduced | 2,372,075 | 51,758 | 0.02% | 0.03% | 1 | -104,253 | -4.21% | Q4 2025 | Feb 17, 2026 |
| Gates Capital Management, Inc. | History | Added to | 1,794,967 | 39,166 | 1.03% | 0.72% | 2 | +423,953 | 30.92% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,647,550 | 35,949 | 0.0% | 0.0% | 3 | +26,846 | 1.66% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,382,303 | 30,161 | 0.0% | 0.0% | 4 | -7,480 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Heron Bay Capital Management | History | Added to | 1,253,487 | 27,351 | 5.22% | 6.6% | 5 | +49,761 | 4.13% | Q4 2025 | Feb 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 1,170,305 | 25,536 | 0.56% | 0.9% | 6 | -477,383 | -28.97% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 716,585 | 15,636 | 0.03% | 0.03% | 7 | +321,200 | 81.24% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Added to | 497,026 | 10,845 | 0.0% | 0.0% | 8 | +16,421 | 3.42% | Q4 2025 | Feb 13, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 470,453 | 10,265 | 0.47% | 0.58% | 9 | +40,879 | 9.52% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 456,920 | 9,972 | 0.0% | 0.0% | 10 | -5,596 | -1.21% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 368,637 | 8,043 | 0.0% | 0.01% | 11 | -25,084 | -6.37% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 339,996 | 7,418 | 0.0% | 0.01% | 12 | +20,605 | 6.45% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 335,431 | 7,319 | 0.0% | 0.01% | 13 | +3,784 | 1.14% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 321,617 | 7,017 | 0.0% | 0.0% | 14 | +24,741 | 8.33% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 317,265 | 6,922 | 0.0% | 0.0% | 15 | +42,167 | 15.33% | Q4 2025 | Feb 13, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 271,065 | 5,914 | 0.66% | 0.92% | 16 | -5,973 | -2.16% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 261,706 | 5,710 | 0.0% | 0.0% | 17 | -33,209 | -11.26% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 245,969 | 5,367 | 0.0% | 0.0% | 18 | -19,187 | -7.24% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 235,392 | 5,136 | 0.01% | 0.01% | 19 | +64,947 | 38.1% | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | New | 215,419 | 4,700 | 0.12% | — | 20 | +215,419 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 201,546 | 4,397 | 0.0% | 0.0% | 21 | +26,336 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 199,102 | 4,344 | 0.12% | 0.18% | 22 | +1,200 | 0.61% | Q4 2025 | Feb 10, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 192,912 | 4,209 | 0.23% | 0.31% | 23 | +1,579 | 0.83% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 170,800 | 3,726 | 0.01% | 0.01% | 24 | +8,400 | 5.17% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 165,386 | 3,608 | 0.02% | 0.03% | 25 | +11,158 | 7.23% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 152,345 | 3,324 | 0.0% | 0.0% | 26 | -12,000 | -7.3% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 141,542 | 3,088 | 0.01% | 0.01% | 27 | +13,767 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 131,613 | 2,871 | 0.07% | 0.09% | 28 | +3,692 | 2.89% | Q4 2025 | Jan 26, 2026 |
| Ballast Asset Management, LP | History | Reduced | 116,355 | 2,538 | 1.2% | 1.61% | 29 | -4,102 | -3.41% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 109,001 | 2,378 | 0.0% | 0.0% | 30 | -6,305 | -5.47% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 95,336 | 2,080 | 0.0% | 0.0% | 31 | +600 | 0.63% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 95,323 | 2,079 | 0.04% | 0.1% | 32 | -60,900 | -38.98% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 88,511 | 1,931 | 0.0% | 0.0% | 33 | +39,418 | 80.29% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 85,064 | 1,856 | 0.0% | 0.0% | 34 | -679 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 82,946 | 1,809 | 0.35% | 0.42% | 35 | -2,389 | -2.8% | Q4 2025 | Mar 03, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 78,980 | 1,723 | 0.01% | — | 36 | +78,980 | New | Q4 2025 | Feb 11, 2026 |
| Bridge City Capital, LLC | History | Added to | 78,827 | 1,720 | 0.51% | 0.55% | 37 | +8,286 | 11.75% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 73,207 | 1,597 | 0.0% | 0.0% | 38 | +124 | 0.17% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 73,085 | 1,594 | 0.0% | 0.0% | 39 | +40,831 | 126.59% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 68,399 | 1,492 | 0.0% | 0.0% | 40 | +31,362 | 84.68% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,200 | 1,422 | 0.0% | 0.0% | 41 | +52,100 | 397.71% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 60,105 | 1,311 | 0.0% | 0.0% | 42 | +1,491 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 59,970 | 1,308 | 0.03% | — | 43 | +59,970 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 59,257 | 1,292 | 0.0% | 0.0% | 44 | +4,283 | 7.79% | Q4 2025 | Feb 11, 2026 |
| Kennondale Capital Management LLC | History | No change | 58,593 | 1,278 | 0.94% | 1.32% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 57,700 | 1,259 | 0.0% | 0.0% | 46 | +24,473 | 73.65% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 56,001 | 1,222 | 0.0% | — | 47 | +56,001 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 53,407 | 1,165 | 0.0% | 0.0% | 48 | +35,757 | 202.59% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 51,158 | 1,116 | 0.0% | — | 49 | +51,158 | New | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 50,909 | 1,111 | 0.0% | 0.0% | 50 | +36,596 | 255.68% | Q4 2025 | Jan 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 50,110 | 1,093 | 0.05% | 0.05% | 51 | +27,544 | 122.06% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 50,087 | 1,092 | 0.0% | 0.0% | 52 | +1,680 | 3.47% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 49,788 | 1,086 | 0.03% | 0.02% | 53 | -2,147 | -4.13% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 42,652 | 930 | 0.02% | 0.03% | 54 | -17,401 | -28.98% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 40,747 | 890 | 0.0% | 0.0% | 55 | +1,342 | 3.41% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 39,338 | 858 | 0.0% | — | 56 | +39,338 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 38,888 | 848 | 0.0% | 0.0% | 58 | -20,941 | -35.0% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,888 | 848 | 0.0% | 0.0% | 57 | +5,333 | 15.89% | Q4 2025 | Feb 18, 2026 |
| Nuveen, LLC | History | No change | 37,592 | 820 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 37,218 | 812 | 0.46% | 0.64% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Added to | 29,349 | 640 | 0.0% | 0.0% | 61 | +2,027 | 7.42% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 28,492 | 621 | 0.07% | 0.08% | 62 | +4,393 | 18.23% | Q4 2025 | Feb 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 27,778 | 606 | 0.03% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 27,248 | 594 | 0.02% | 0.02% | 64 | -1,526 | -5.3% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 26,397 | 575 | 0.0% | 0.01% | 65 | -6,401 | -19.52% | Q4 2025 | Jan 14, 2026 |
| Rothschild Wealth LLC | History | New | 26,000 | 567 | 0.05% | — | 67 | +26,000 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Added to | 26,000 | 567 | 0.95% | 0.22% | 66 | +10,000 | 62.5% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,702 | 560 | 0.0% | 0.0% | 68 | -161,577 | -86.28% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 25,568 | 557 | 0.0% | 0.0% | 69 | -4,169 | -14.02% | Q4 2025 | Feb 13, 2026 |
| S&T BANK/PA | History | Reduced | 24,470 | 533 | 0.17% | 0.24% | 70 | -4,180 | -14.59% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,240 | 528 | 0.0% | 0.0% | 71 | +6,442 | 36.2% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 23,327 | 509 | 0.0% | 0.0% | 72 | +13,829 | 145.6% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 22,368 | 488 | 0.0% | 0.0% | 73 | -738 | -3.19% | Q4 2025 | Jan 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,199 | 484 | 0.01% | 0.01% | 74 | -4,268 | -16.13% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,089 | 482 | 0.0% | 0.0% | 75 | +3,952 | 21.79% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 21,427 | 467 | 0.0% | 0.0% | 76 | -36,532 | -63.03% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 20,424 | 445 | 0.0% | — | 77 | +20,424 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,415 | 423 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 17,424 | 380 | 0.0% | 0.0% | 79 | +9,660 | 124.42% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 13,579 | 380 | 0.0% | 0.0% | 80 | +80 | 0.59% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Reduced | 17,000 | 370 | 0.06% | 0.1% | 82 | -2,100 | -10.99% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,995 | 370 | 0.0% | 0.0% | 81 | +746 | 4.59% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 16,440 | 359 | 0.0% | 0.0% | 83 | +1,188 | 7.79% | Q4 2025 | Jan 26, 2026 |
| PharVision Advisers, LLC | History | New | 15,686 | 342 | 0.17% | — | 84 | +15,686 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 15,587 | 340 | 0.01% | 0.01% | 85 | -253 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 15,574 | 339 | 0.03% | 0.06% | 86 | -7,698 | -33.08% | Q4 2025 | Feb 03, 2026 |
| Verdad Advisers, LP | History | New | 15,000 | 327 | 0.37% | — | 87 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 14,894 | 324 | 0.0% | 0.0% | 88 | +6,110 | 69.56% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Reduced | 13,434 | 293 | 0.05% | 0.08% | 89 | -1,710 | -11.29% | Q4 2025 | Feb 24, 2026 |
| Banque Cantonale Vaudoise | History | No change | 13,331 | 291 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 12,906 | 281 | 0.0% | 0.0% | 91 | +270 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,751 | 278 | 0.0% | 0.0% | 92 | +1,114 | 9.57% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,197 | 266 | 0.0% | 0.0% | 93 | -2,957 | -19.51% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 11,497 | 250 | 0.0% | — | 95 | +11,497 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 11,482 | 250 | 0.0% | 0.0% | 94 | -2,584 | -18.37% | Q4 2025 | Feb 11, 2026 |
| Integrated Quantitative Investments LLC | History | New | 11,455 | 249 | 0.05% | — | 96 | +11,455 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,499 | 244 | 0.0% | 0.0% | 97 | +473 | 4.29% | Q4 2025 | Jan 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,887 | 237 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,714 | 233 | 0.0% | 0.0% | 99 | -21,305 | -66.54% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 10,700 | 233 | 0.0% | — | 100 | +10,700 | New | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,454 | 228 | 0.02% | 0.05% | 101 | -4,995 | -32.33% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,288 | 224 | 0.0% | 0.0% | 102 | -3,084 | -23.06% | Q4 2025 | Feb 06, 2026 |
| Kendall Capital Management | History | New | 9,630 | 210 | 0.04% | — | 103 | +9,630 | New | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Reduced | 9,322 | 203 | 0.0% | 0.0% | 104 | -1,284 | -12.11% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 9,288 | 202 | 0.0% | 0.0% | 105 | -251 | -2.63% | Q4 2025 | Jan 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,776 | 191 | 0.0% | 0.0% | 106 | -114 | -1.28% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | New | 8,517 | 181 | 0.0% | — | 107 | +8,517 | New | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,160 | 112 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 5,042 | 110 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,373 | 95 | 0.0% | — | 110 | +4,373 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,321 | 94 | 0.0% | 0.0% | 111 | +528 | 13.92% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 4,041 | 88 | 0.0% | 0.0% | 112 | +1,757 | 76.93% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,482 | 54 | 0.0% | 0.01% | 113 | -10,684 | -81.15% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,328 | 50 | 0.0% | — | 114 | +2,328 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | No change | 2,243 | 48 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,146 | 47 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 2,142 | 46 | 0.0% | — | 117 | +2,142 | New | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,122 | 46 | 0.01% | 0.0% | 118 | +2,078 | 4722.73% | Q4 2025 | Mar 03, 2026 |
| Legal & General Group Plc | History | Reduced | 1,631 | 35 | 0.0% | 0.0% | 119 | -129 | -7.33% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,622 | 35 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,366 | 29 | 0.0% | 0.0% | 121 | +691 | 102.37% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Reduced | 1,252 | 27 | 0.01% | 0.02% | 122 | -173 | -12.14% | Q4 2025 | Jan 27, 2026 |
| Quarry LP | History | New | 1,158 | 25 | 0.0% | — | 124 | +1,158 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,161 | 25 | 0.0% | 0.0% | 123 | -146 | -11.17% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 955 | 20 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 854 | 19 | 0.0% | 0.02% | 126 | -15,378 | -94.74% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 817 | 17 | 0.0% | 0.0% | 127 | +136 | 19.97% | Q4 2025 | Jan 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 700 | 15 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 592 | 13 | 0.0% | 0.0% | 129 | -86 | -12.68% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 539 | 11 | 0.0% | — | 130 | +539 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 487 | 10 | 0.0% | 0.0% | 131 | +11 | 2.31% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 434 | 9 | 0.0% | 0.0% | 132 | +184 | 73.6% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 417 | 9 | 0.0% | 0.0% | 133 | -27 | -6.08% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 369 | 8 | 0.0% | 0.0% | 134 | -366 | -49.8% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 348 | 8 | 0.0% | 0.0% | 135 | -6 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 333 | 7 | 0.0% | 0.0% | 138 | +211 | 172.95% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 330 | 7 | 0.0% | 0.0% | 137 | +22 | 7.14% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 347 | 7 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 206 | 4 | 0.0% | 0.0% | 141 | +56 | 37.33% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 221 | 4 | 0.0% | 0.0% | 139 | +44 | 24.86% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 199 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 211 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 141 | 3 | 0.0% | — | 144 | +141 | New | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | No change | 158 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128 | 2 | 0.0% | — | 147 | +126 | 6300.0% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 86 | 1 | 0.0% | — | 151 | +86 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 54 | 1 | 0.0% | — | 150 | +53 | 5300.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 52 | 1 | 0.0% | — | 154 | +51 | 5100.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 40 | 1 | 0.0% | 0.0% | 152 | -18 | -31.03% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 51 | 1 | 0.0% | — | 153 | +17 | 50.0% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 51 | 1 | 0.0% | 0.0% | 149 | -9 | -15.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 84 | 1 | 0.0% | 0.0% | 148 | -7 | -7.69% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -23,677 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -13,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,585 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,561 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,150 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Closed out | 0 | 0 | — | 0.01% | — | -8,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,035 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -8,024 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,426 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -69 | -98.57% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallel Advisors, LLC | History | Added to | 22 | 0 | — | — | — | +20 | 1000.0% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sunbelt Securities, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |