Celcuity Inc. - CELC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | No change | 7,915,792 | 789,521 | 4.62% | 2.83% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEA Management Company, LLC | History | Added to | 3,535,561 | 352,636 | 17.98% | 5.81% | 2 | +1,391,300 | 64.88% | Q4 2025 | Feb 17, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Added to | 3,160,200 | 315,198 | 5.62% | 4.22% | 3 | +203,881 | 6.9% | Q4 2025 | Feb 17, 2026 |
| Avoro Capital Advisors LLC | History | New | 3,111,111 | 310,302 | 3.05% | — | 4 | +3,111,111 | New | Q4 2025 | Mar 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,540,377 | 253,377 | 0.0% | 0.0% | 5 | +293,930 | 13.08% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,279,433 | 227,350 | 0.0% | 0.0% | 6 | +220,386 | 10.7% | Q4 2025 | Jan 29, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 1,808,258 | 180,355 | 6.65% | 2.93% | 7 | +629,398 | 53.39% | Q4 2025 | Feb 12, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Added to | 1,714,000 | 170,954 | 2.18% | 0.55% | 8 | +980,470 | 133.66% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,637,687 | 163,342 | 0.01% | 0.0% | 9 | +914,887 | 126.58% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,398,970 | 139,533 | 0.01% | 0.0% | 10 | -113,882 | -7.53% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,240,281 | 123,707 | 0.01% | 0.0% | 11 | +642,125 | 107.35% | Q4 2025 | Feb 17, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | Reduced | 1,050,000 | 104,727 | 5.17% | 2.19% | 12 | -100,000 | -8.7% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 977,118 | 97,457 | 0.01% | 0.0% | 13 | +437,591 | 81.11% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 830,684 | 82,872 | 0.01% | 0.0% | 14 | +64,213 | 8.38% | Q4 2025 | Feb 09, 2026 |
| Holocene Advisors, LP | History | New | 695,340 | 69,353 | 0.15% | — | 15 | +695,340 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 652,827 | 65,112 | 0.01% | 0.0% | 16 | +229,889 | 54.36% | Q4 2025 | Mar 25, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | Reduced | 602,000 | 60,043 | 10.46% | 8.47% | 17 | -174,000 | -22.42% | Q4 2025 | Feb 17, 2026 |
| RTW INVESTMENTS, LP | History | New | 550,160 | 54,872 | 0.55% | — | 18 | +550,160 | New | Q4 2025 | Feb 17, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 546,641 | 54,521 | 0.08% | 0.04% | 19 | -39,251 | -6.7% | Q4 2025 | Feb 17, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 520,200 | 51,884 | 0.89% | — | 20 | +520,200 | New | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 516,800 | 51,545 | 0.35% | 0.16% | 21 | +109,100 | 26.76% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 501,695 | 50,039 | 0.01% | 0.0% | 22 | +209,095 | 71.46% | Q4 2025 | Feb 17, 2026 |
| Sio Capital Management, LLC | History | Reduced | 477,067 | 47,582 | 7.48% | 9.83% | 23 | -309,459 | -39.35% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 476,370 | 47,515 | 0.24% | 0.1% | 24 | +85,446 | 21.86% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 472,938 | 47,170 | 0.01% | 0.01% | 25 | -179,711 | -27.54% | Q4 2025 | Feb 17, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | Added to | 375,132 | 37,415 | 5.2% | 0.59% | 26 | +286,446 | 322.99% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 371,139 | 37,017 | 0.01% | 0.0% | 27 | +259,858 | 233.52% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 355,200 | 35,427 | 0.21% | — | 28 | +355,200 | New | Q4 2025 | Feb 17, 2026 |
| PFIZER INC | History | No change | 349,406 | 34,849 | 14.74% | 3.95% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Saturn V Capital Management LP | History | Reduced | 317,095 | 31,627 | 5.8% | 5.13% | 30 | -156,733 | -33.08% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Reduced | 313,679 | 31,286 | 0.49% | 0.88% | 31 | -775,120 | -71.19% | Q4 2025 | Feb 13, 2026 |
| Sofinnova Investments, Inc. | History | Added to | 299,417 | 29,863 | 1.29% | 0.68% | 32 | +46,042 | 18.17% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 292,315 | 29,155 | 0.0% | 0.0% | 33 | +23,566 | 8.77% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 287,746 | 28,699 | 0.0% | 0.0% | 34 | +11,585 | 4.2% | Q4 2025 | Feb 17, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 250,055 | 24,940 | 0.17% | 0.06% | 35 | +87,799 | 54.11% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 234,807 | 23,419 | 0.03% | 0.02% | 36 | -36 | -0.02% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 229,704 | 22,910 | 0.01% | — | 37 | +229,704 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 226,469 | 22,588 | 0.08% | — | 38 | +226,469 | New | Q4 2025 | Feb 13, 2026 |
| Boxer Capital Management, LLC | History | Added to | 225,000 | 22,441 | 4.91% | 1.42% | 39 | +135,000 | 150.0% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 221,595 | 22,101 | 0.04% | — | 40 | +221,595 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 211,200 | 21,065 | 0.0% | 0.0% | 41 | -37,714 | -15.15% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 208,505 | 20,796 | 0.02% | 0.0% | 42 | +201,840 | 3028.36% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 190,933 | 19,043 | 0.66% | 0.31% | 43 | +19,579 | 11.43% | Q4 2025 | Jan 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 181,485 | 18,101 | 0.06% | 0.04% | 44 | -66,389 | -26.78% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 153,289 | 15,289 | 0.05% | 0.06% | 45 | -145,612 | -48.72% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | New | 148,994 | 14,860 | 0.03% | — | 46 | +148,994 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 147,938 | 14,755 | 0.0% | 0.0% | 47 | +6,928 | 4.91% | Q4 2025 | Feb 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 142,203 | 14,183 | 0.01% | 0.0% | 48 | -36,648 | -20.49% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 138,435 | 13,807 | 0.0% | 0.0% | 49 | +116,108 | 520.03% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | New | 130,943 | 13,060 | 0.05% | — | 50 | +130,943 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 128,937 | 12,860 | 0.0% | 0.0% | 51 | +75,015 | 139.12% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 123,251 | 12,293 | 0.0% | 0.0% | 52 | +61,833 | 100.68% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 122,854 | 12,253 | 0.0% | 0.0% | 53 | +71,053 | 137.17% | Q4 2025 | Feb 13, 2026 |
| Patient Square Capital LP | History | Added to | 120,000 | 11,968 | 2.56% | 1.32% | 54 | +20,000 | 20.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 119,561 | 11,945 | 0.0% | 0.0% | 55 | -1,323 | -1.09% | Q4 2025 | Feb 18, 2026 |
| STEMPOINT CAPITAL LP | History | Reduced | 118,333 | 11,802 | 2.02% | 1.35% | 56 | -18,377 | -13.44% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 106,931 | 10,665 | 0.01% | 0.0% | 57 | -27,289 | -20.33% | Q4 2025 | Feb 11, 2026 |
| Ikarian Capital, LLC | History | New | 105,545 | 10,527 | 0.82% | — | 58 | +105,545 | New | Q4 2025 | Feb 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 104,986 | 10,471 | 0.01% | 0.0% | 59 | +61,563 | 141.78% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 3,249 | 10,360 | 0.01% | — | 60 | +3,249 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 102,243 | 10,197 | 0.0% | 0.01% | 61 | -424,372 | -80.58% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 97,526 | 9,727 | 0.01% | 0.0% | 62 | +24,730 | 33.97% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 88,623 | 8,839 | 0.0% | 0.0% | 63 | +3,804 | 4.48% | Q4 2025 | Feb 10, 2026 |
| Granahan Investment Management, LLC | History | Added to | 87,032 | 8,680 | 0.37% | 0.1% | 64 | +37,751 | 76.6% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 85,773 | 8,555 | 0.01% | 0.01% | 65 | -22,247 | -20.6% | Q4 2025 | Feb 17, 2026 |
| ORBIMED ADVISORS LLC | History | Added to | 85,664 | 8,544 | 0.17% | 0.1% | 66 | +1,644 | 1.96% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 85,583 | 8,536 | 0.68% | — | 67 | +85,583 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 85,298 | 8,507 | 0.0% | 0.0% | 68 | -106,025 | -55.42% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 81,571 | 8,135 | 0.0% | 0.01% | 69 | -772,912 | -90.45% | Q4 2025 | Jan 29, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | New | 80,775 | 8,056 | 0.64% | — | 70 | +80,775 | New | Q4 2025 | Feb 04, 2026 |
| Integral Health Asset Management, LLC | History | New | 80,000 | 7,979 | 0.4% | — | 71 | +80,000 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 71,653 | 7,156 | 0.01% | — | 72 | +71,653 | New | Q4 2025 | Feb 13, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | New | 63,415 | 6,325 | 5.11% | — | 73 | +63,415 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 62,507 | 6,234 | 0.01% | — | 74 | +62,507 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,530 | 6,137 | 0.01% | 0.01% | 75 | -6,005 | -8.89% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 57,654 | 5,750 | 0.0% | 0.01% | 76 | -314,290 | -84.5% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 57,128 | 5,697 | 0.02% | 0.0% | 77 | +49,075 | 609.4% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 57,053 | 5,690 | 0.01% | — | 78 | +57,053 | New | Q4 2025 | Feb 13, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 53,401 | 5,326 | 1.08% | 0.53% | 79 | -554 | -1.03% | Q4 2025 | Feb 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 51,155 | 5,102 | 0.05% | — | 80 | +51,155 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 51,059 | 5,092 | 0.0% | 0.0% | 81 | -986 | -1.89% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 48,704 | 4,857 | 0.01% | 0.0% | 82 | +1,000 | 2.1% | Q4 2025 | Feb 12, 2026 |
| Informed Momentum Co LLC | History | Reduced | 48,034 | 4,790 | 0.53% | 0.49% | 83 | -39,258 | -44.97% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 45,705 | 4,558 | 0.13% | 0.06% | 84 | -23,075 | -33.55% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 42,485 | 4,237 | 0.8% | 0.29% | 85 | +13,607 | 47.12% | Q4 2025 | Feb 17, 2026 |
| Atle Fund Management AB | History | Added to | 41,831 | 4,172 | 1.33% | 0.72% | 86 | +4,674 | 12.58% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 41,507 | 4,139 | 0.0% | 0.0% | 87 | +2,196 | 5.59% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 39,959 | 3,985 | 0.03% | — | 88 | +39,959 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 38,690 | 3,858 | 0.0% | 0.0% | 89 | +34,475 | 817.91% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 38,104 | 3,800 | 0.0% | 0.0% | 90 | -3,336 | -8.05% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 37,894 | 3,779 | 0.02% | 0.01% | 91 | +17,844 | 89.0% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 36,753 | 3,665 | 0.32% | 0.17% | 92 | -1,000 | -2.65% | Q4 2025 | Jan 26, 2026 |
| Exome Asset Management LLC | History | New | 34,289 | 3,419 | 1.63% | — | 93 | +34,289 | New | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 30,335 | 3,025 | 0.05% | — | 94 | +30,335 | New | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Added to | 28,233 | 2,815 | 0.02% | 0.01% | 95 | +2,443 | 9.47% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Added to | 27,818 | 2,774 | 0.22% | 0.11% | 96 | +2,028 | 7.86% | Q4 2025 | Jan 16, 2026 |
| Accredited Investors Inc. | History | No change | 27,115 | 2,704 | 0.14% | 0.07% | 97 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 26,651 | 2,658 | 0.0% | 0.0% | 98 | +23,644 | 786.3% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | New | 25,100 | 2,503 | 0.0% | — | 99 | +25,100 | New | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 24,232 | 2,416 | 0.0% | 6.27% | 100 | -3,108 | -11.37% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,525 | 2,346 | 0.0% | 0.0% | 101 | +4,255 | 22.08% | Q4 2025 | Feb 11, 2026 |
| J. Goldman & Co LP | History | Reduced | 21,442 | 2,138 | 0.06% | 0.13% | 102 | -81,265 | -79.12% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 21,220 | 2,116 | 0.06% | — | 103 | +21,220 | New | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 21,181 | 2,112 | 0.0% | 0.0% | 104 | -3,431 | -13.94% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 20,972 | 2,091 | 0.0% | 0.0% | 105 | +3,773 | 21.94% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,954 | 2,089 | 0.01% | 0.03% | 106 | -170,114 | -89.03% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,578 | 2,052 | 0.0% | 0.0% | 107 | -334 | -1.6% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 19,304 | 1,925 | 0.01% | — | 108 | +19,304 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,269 | 1,822 | 0.0% | 0.0% | 109 | +4,146 | 29.36% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,734 | 1,768 | 0.01% | 0.0% | 110 | +693 | 4.07% | Q4 2025 | Feb 12, 2026 |
| MYDA Advisors LLC | History | Added to | 17,000 | 1,695 | 0.32% | 0.11% | 111 | +7,000 | 70.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,826 | 1,662 | 0.0% | 0.0% | 112 | +33 | 0.21% | Q4 2025 | Jan 08, 2026 |
| HighVista Strategies LLC | History | Added to | 16,543 | 1,649 | 0.42% | 0.17% | 113 | +2,863 | 20.93% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 15,356 | 1,531 | 0.0% | 0.0% | 114 | +1,668 | 12.19% | Q4 2025 | Feb 11, 2026 |
| Aristides Capital LLC | History | Added to | 15,303 | 1,526 | 0.27% | 0.11% | 115 | +303 | 2.02% | Q4 2025 | Feb 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15,278 | 1,523 | 0.0% | — | 116 | +15,278 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,952 | 1,491 | 0.0% | 0.0% | 117 | -4,061 | -21.36% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 14,368 | 1,433 | 0.0% | — | 118 | +14,368 | New | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 14,227 | 1,419 | 0.0% | 0.0% | 119 | -3,349 | -19.05% | Q4 2025 | Jan 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 13,718 | 1,368 | 0.06% | — | 120 | +13,718 | New | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 13,449 | 1,341 | 0.04% | 0.02% | 121 | +3,612 | 36.72% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 13,379 | 1,334 | 0.0% | 0.0% | 122 | +11,592 | 648.68% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 13,275 | 1,324 | 0.03% | 0.03% | 123 | +1,862 | 16.31% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 13,205 | 1,317 | 0.0% | — | 124 | +13,205 | New | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 12,983 | 1,294 | 0.01% | 0.01% | 125 | +183 | 1.43% | Q4 2025 | Feb 10, 2026 |
| Artia Global Partners LP | History | New | 12,900 | 1,286 | 0.18% | — | 126 | +12,900 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 12,827 | 1,279 | 0.0% | 0.0% | 127 | +9,662 | 305.28% | Q4 2025 | Feb 09, 2026 |
| COFG Advisors, LLC | History | New | 12,291 | 1,225 | 0.3% | — | 128 | +12,291 | New | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 11,757 | 1,172 | 0.0% | — | 129 | +11,757 | New | Q4 2025 | Feb 10, 2026 |
| Blackstone Inc. | History | New | 11,668 | 1,163 | 0.0% | — | 130 | +11,668 | New | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 11,009 | 1,098 | 0.32% | — | 131 | +11,009 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,618 | 1,059 | 0.0% | 0.0% | 132 | +3,749 | 54.58% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,636 | 1,058 | 0.0% | — | 133 | +10,636 | New | Q4 2025 | Mar 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,802 | 977 | 0.03% | — | 134 | +9,802 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,334 | 930 | 0.03% | 0.02% | 135 | -1,357 | -12.69% | Q4 2025 | Jan 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 9,000 | 897 | 0.0% | 0.0% | 136 | +900 | 11.11% | Q4 2025 | Feb 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 8,931 | 890 | 0.07% | — | 137 | +8,931 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,637 | 861 | 0.01% | 0.0% | 138 | +350 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Seven Fleet Capital Management LP | History | New | 8,338 | 831 | 0.56% | — | 139 | +8,338 | New | Q4 2025 | Apr 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 8,118 | 809 | 0.0% | 0.0% | 140 | +1,850 | 29.51% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | New | 8,100 | 807 | 0.0% | — | 141 | +8,100 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 8,055 | 803 | 0.0% | 0.0% | 142 | +5,418 | 205.46% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,708 | 768 | 0.01% | — | 143 | +7,708 | New | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 7,654 | 763 | 0.03% | — | 144 | +7,654 | New | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,397 | 737 | 0.0% | 0.0% | 145 | +2,110 | 39.91% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 7,051 | 703 | 0.0% | — | 146 | +7,051 | New | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,965 | 695 | 0.0% | — | 147 | +6,965 | New | Q4 2025 | Feb 17, 2026 |
| Persistent Asset Partners Ltd | History | New | 6,719 | 670 | 0.3% | — | 148 | +6,719 | New | Q4 2025 | Feb 17, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 6,500 | 660 | 0.04% | — | 149 | +6,500 | New | Q4 2025 | Feb 10, 2026 |
| Murphy Pohlad Asset Management LLC | History | Reduced | 6,600 | 658 | 0.25% | 0.17% | 150 | -2,400 | -26.67% | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | New | 6,459 | 644 | 0.01% | — | 151 | +6,459 | New | Q4 2025 | Feb 17, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 6,400 | 638 | 0.51% | 0.34% | 152 | -1,500 | -18.99% | Q4 2025 | Feb 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,293 | 628 | 0.05% | 0.03% | 153 | -1,778 | -22.03% | Q4 2025 | Jan 20, 2026 |
| WoodTrust Financial Corp | History | Added to | 6,207 | 619 | 0.07% | 0.03% | 154 | +607 | 10.84% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 6,200 | 617 | 0.0% | — | 155 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,142 | 612 | 0.06% | — | 156 | +6,142 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 5,902 | 588 | 0.0% | 0.0% | 157 | +856 | 16.96% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | New | 5,818 | 580 | 0.03% | — | 158 | +5,818 | New | Q4 2025 | Jan 30, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 5,700 | 568 | 0.12% | 0.06% | 159 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 5,521 | 550 | 0.0% | — | 160 | +5,521 | New | Q4 2025 | Jan 27, 2026 |
| AlTi Global, Inc. | History | No change | 5,287 | 527 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PSP Research LLC | History | New | 5,244 | 523 | 0.46% | — | 162 | +5,244 | New | Q4 2025 | Feb 06, 2026 |
| Odyssean, LLC | History | New | 5,229 | 521 | 0.37% | — | 164 | +5,229 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,230 | 521 | 0.01% | 0.01% | 163 | +15 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 5,175 | 516 | 0.05% | 0.04% | 165 | -2,700 | -34.29% | Q4 2025 | Jan 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,854 | 484 | 0.01% | 0.01% | 166 | -1,100 | -18.47% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 4,830 | 482 | 0.01% | 0.0% | 167 | -198 | -3.94% | Q4 2025 | Jan 23, 2026 |
| Inscription Capital, LLC | History | Added to | 4,717 | 470 | 0.05% | 0.02% | 168 | +35 | 0.75% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 4,671 | 465 | 0.0% | 0.0% | 169 | +583 | 14.26% | Q4 2025 | Jan 30, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 4,660 | 464 | 0.0% | — | 170 | +4,660 | New | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,522 | 451 | 0.02% | — | 171 | +4,522 | New | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 4,344 | 433 | 0.0% | — | 172 | +4,344 | New | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,265 | 425 | 0.0% | — | 173 | +4,265 | New | Q4 2025 | Feb 03, 2026 |
| AlphaQuest LLC | History | Reduced | 4,194 | 418 | 0.02% | 0.02% | 174 | -1,543 | -26.9% | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 4,040 | 403 | 0.03% | 0.02% | 175 | -1,545 | -27.66% | Q4 2025 | Feb 06, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | New | 4,000 | 398 | 0.0% | — | 176 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| KVP Capital Advisors, LP | History | New | 4,000 | 398 | 0.39% | — | 177 | +4,000 | New | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,773 | 376 | 0.0% | — | 178 | +3,773 | New | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | New | 3,604 | 359 | 0.0% | — | 179 | +3,604 | New | Q4 2025 | Jan 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 3,557 | 354 | 0.08% | — | 180 | +3,557 | New | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 3,504 | 349 | 0.0% | — | 181 | +3,504 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,360 | 335 | 0.0% | — | 182 | +3,360 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,260 | 325 | 0.0% | — | 183 | +3,260 | New | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,107 | 309 | 0.0% | 0.0% | 184 | +1,739 | 127.12% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,000 | 299 | 0.0% | — | 185 | +3,000 | New | Q4 2025 | Feb 02, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 2,959 | 295 | 0.01% | 0.02% | 186 | -16,387 | -84.7% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Reduced | 2,778 | 277 | 0.02% | 0.02% | 187 | -4,079 | -59.49% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 2,700 | 269 | 0.0% | — | 188 | +2,700 | New | Q4 2025 | Jan 28, 2026 |
| Magnus Financial Group LLC | History | New | 2,639 | 263 | 0.02% | — | 189 | +2,639 | New | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,612 | 260 | 0.01% | 0.0% | 190 | +147 | 5.96% | Q4 2025 | Feb 11, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 2,528 | 252 | 0.07% | 0.13% | 191 | -6,531 | -72.09% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | New | 2,520 | 251 | 0.15% | — | 192 | +2,520 | New | Q4 2025 | Jan 15, 2026 |
| XPONANCE LLC | History | New | 2,512 | 250 | 0.0% | — | 193 | +2,512 | New | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | New | 2,475 | 246 | 0.05% | — | 194 | +2,475 | New | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | Reduced | 2,400 | 239 | 0.0% | 0.0% | 195 | -6,000 | -71.43% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,400 | 239 | 0.0% | 0.0% | 196 | -4,200 | -63.64% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,129 | 212 | 0.0% | — | 197 | +2,129 | New | Q4 2025 | Feb 12, 2026 |
| Everhart Financial Group, Inc. | History | New | 2,100 | 209 | 0.02% | — | 198 | +2,100 | New | Q4 2025 | Jan 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,044 | 203 | 0.0% | 0.0% | 199 | -50,135 | -96.08% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | New | 2,041 | 203 | 0.01% | — | 200 | +2,041 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 2,026 | 202 | 0.0% | — | 201 | +2,026 | New | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 1,593 | 158 | 0.02% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Avanza Fonder AB | History | Reduced | 1,532 | 152 | 0.0% | 0.0% | 203 | -72 | -4.49% | Q4 2025 | Jan 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,439 | 113 | 0.0% | — | 204 | +1,439 | New | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 1,011 | 101 | 0.0% | 0.0% | 205 | +55 | 5.75% | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,009 | 100 | 0.02% | — | 206 | +1,009 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 994 | 99 | 0.01% | — | 207 | +994 | New | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 995 | 99 | 0.0% | 0.0% | 208 | +89 | 9.82% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Added to | 728 | 72 | 0.0% | 0.0% | 209 | +22 | 3.12% | Q4 2025 | Jan 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 662 | 66 | 0.02% | 0.01% | 210 | +109 | 19.71% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 654 | 65 | 0.01% | — | 211 | +654 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 508 | 50 | 0.0% | 0.0% | 212 | -15,119 | -96.75% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 428 | 42 | 0.0% | 0.0% | 213 | -103 | -19.4% | Q4 2025 | Feb 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 421 | 41 | 0.0% | — | 214 | +421 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 347 | 35 | 0.0% | 0.0% | 215 | +5 | 1.46% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 343 | 34 | 0.0% | 0.0% | 216 | +319 | 1329.17% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 303 | 30 | 0.0% | 0.0% | 217 | +132 | 77.19% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 250 | 24 | 0.0% | 0.0% | 218 | -1,251 | -83.34% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 224 | 22 | 0.0% | 0.0% | 219 | -38 | -14.5% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 214 | 21 | 0.0% | 0.0% | 220 | -170 | -44.27% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 206 | 20 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 189 | 18 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Perspectives, Inc | History | New | 150 | 14 | 0.0% | — | 223 | +150 | New | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | New | 120 | 11 | 0.0% | — | 224 | +120 | New | Q4 2025 | Mar 16, 2026 |
| True Wealth Design, LLC | History | No change | 115 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 100 | 9 | 0.0% | — | 227 | +100 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 91 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quantbot Technologies LP | History | New | 85 | 8 | 0.0% | — | 229 | +85 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 82 | 8 | 0.0% | 0.0% | 228 | +2 | 2.5% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 67 | 6 | 0.0% | 0.0% | 230 | +39 | 139.29% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 37 | 3 | 0.0% | 0.0% | 232 | +9 | 32.14% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | New | 12 | 1 | 0.0% | — | 235 | +12 | New | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 15 | 1 | 0.0% | — | 236 | +4 | 36.36% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19 | 1 | 0.0% | — | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 20 | 1 | 0.0% | — | 234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BVF INC/IL | History | Closed out | 0 | 0 | — | 1.32% | — | -658,421 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -81,223 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -62,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -61,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Resolute Capital Asset Partners LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -34,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -27,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,849 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,265 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -15,732 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,565 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,900 | -100.0% | Q3 2025 | Mar 30, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,014 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,049 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,614 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Parkside Financial Bank & Trust | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |