Capitol Federal Financial, Inc. - CFFN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 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 | Added to | 18,437,340 | 125,558 | 0.0% | 0.0% | 1 | +286,149 | 1.58% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 12,690,697 | 86,423 | 0.0% | 0.0% | 2 | +442,592 | 3.61% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,526,892 | 44,448 | 0.01% | 0.01% | 3 | -120,373 | -1.81% | Q4 2025 | Feb 12, 2026 |
| HoldCo Asset Management, LP | History | No change | 6,466,059 | 44,033 | 3.31% | 4.33% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 5,777,810 | 39,346 | 0.0% | 0.0% | 5 | -124,859 | -2.12% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,196,897 | 28,580 | 0.04% | 0.04% | 6 | -278,000 | -6.21% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,840,400 | 26,153 | 0.01% | 0.01% | 7 | +447,342 | 13.18% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,432,574 | 23,375 | 0.01% | 0.01% | 8 | -60,353 | -1.73% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,005,649 | 20,469 | 0.0% | 0.0% | 9 | -11,254 | -0.37% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,954,804 | 20,122 | 0.01% | 0.01% | 10 | +33,329 | 1.14% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 2,024,268 | 13,785 | 0.04% | 0.04% | 11 | -25,880 | -1.26% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,016,223 | 13,730 | 0.0% | 0.0% | 12 | +272,780 | 15.65% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,794,891 | 12,223 | 0.0% | 0.0% | 13 | +172,156 | 10.61% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,755,332 | 11,953 | 0.0% | 0.0% | 14 | -356,142 | -16.87% | Q4 2025 | Mar 25, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 1,476,256 | 10,053 | 0.65% | 0.61% | 15 | -60,543 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,405,495 | 9,571 | 0.0% | 0.0% | 16 | -1,016,217 | -41.96% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,271,980 | 8,662 | 0.0% | 0.0% | 17 | -77,542 | -5.75% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,198,302 | 8,160 | 0.0% | 0.0% | 18 | -79,727 | -6.24% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,026,100 | 6,987 | 0.01% | 0.01% | 19 | -22,300 | -2.13% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,005,749 | 6,849 | 0.0% | 0.0% | 20 | +42,554 | 4.42% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,003,764 | 6,835 | 0.01% | 0.01% | 21 | -72,890 | -6.77% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 813,205 | 5,537 | 0.15% | 0.12% | 22 | +117,675 | 16.92% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 726,847 | 4,949 | 0.0% | 0.0% | 23 | -150,479 | -17.15% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 686,350 | 4,674 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 637,751 | 4,343 | 0.0% | 0.0% | 25 | -484,974 | -43.2% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 579,799 | 3,948 | 0.0% | 0.0% | 26 | -10,395 | -1.76% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 555,789 | 3,784 | 0.01% | 0.01% | 27 | +86,887 | 18.53% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 524,447 | 3,571 | 0.0% | 0.0% | 28 | -63,987 | -10.87% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 507,955 | 3,459 | 0.0% | 0.0% | 29 | +352,801 | 227.39% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 503,979 | 3,432 | 0.0% | 0.0% | 30 | -21,762 | -4.14% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 434,859 | 2,961 | 0.02% | 0.02% | 31 | -11,839 | -2.65% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 420,913 | 2,866 | 0.01% | 0.01% | 32 | -55,763 | -11.7% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 373,485 | 2,543 | 0.0% | 0.0% | 33 | +44,564 | 13.55% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 361,414 | 2,461 | 0.02% | 0.02% | 34 | +105,184 | 41.05% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 355,326 | 2,419 | 0.0% | 0.0% | 35 | -284,730 | -44.49% | Q4 2025 | Jan 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 350,709 | 2,388 | 0.01% | 0.01% | 36 | -2,038 | -0.58% | Q4 2025 | Jan 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 348,489 | 2,373 | 0.0% | 0.0% | 37 | -20,535 | -5.56% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 331,381 | 2,256 | 0.01% | 0.01% | 38 | -87,219 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 321,793 | 2,191 | 0.0% | 0.0% | 39 | -7,360 | -2.24% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 282,865 | 1,926 | 0.0% | 0.0% | 40 | +13,227 | 4.91% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 271,022 | 1,845 | 0.0% | 0.0% | 41 | +142,532 | 110.93% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 267,714 | 1,823 | 0.0% | 0.0% | 42 | +23,183 | 9.48% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 248,800 | 1,694 | 0.0% | 0.0% | 43 | +4,200 | 1.72% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 234,056 | 1,593 | 0.0% | 0.0% | 44 | -8,560 | -3.53% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 188,965 | 1,286 | 0.0% | 0.0% | 45 | +82,844 | 78.07% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 188,703 | 1,285 | 0.0% | 0.0% | 46 | +26,931 | 16.65% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 183,775 | 1,251 | 0.0% | 0.0% | 47 | +310 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 181,062 | 1,233 | 0.06% | 0.06% | 48 | +65,697 | 56.95% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 171,850 | 1,170 | 0.04% | — | 49 | +171,850 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 170,451 | 1,161 | 0.0% | 0.0% | 50 | +5,262 | 3.19% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 168,414 | 1,147 | 0.0% | 0.0% | 51 | -4,583 | -2.65% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 147,328 | 1,003 | 0.0% | 0.0% | 52 | +12,422 | 9.21% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 146,463 | 997 | 0.0% | 0.0% | 53 | +45,188 | 44.62% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 145,546 | 991 | 0.0% | 0.0% | 54 | +48,414 | 49.84% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 127,014 | 864 | 0.02% | 0.01% | 55 | -11,241 | -8.13% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 123,996 | 844 | 0.0% | 0.0% | 56 | +2,345 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 122,161 | 831 | 0.02% | — | 57 | +122,161 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 116,127 | 790 | 0.0% | 0.0% | 59 | -8,396 | -6.74% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 116,091 | 790 | 0.0% | 0.0% | 58 | -109 | -0.09% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 115,336 | 784 | 0.0% | 0.0% | 60 | +170 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 111,290 | 757 | 0.0% | 0.0% | 61 | +57,585 | 107.22% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 105,894 | 721 | 0.0% | 0.0% | 62 | +8,625 | 8.87% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 101,200 | 689 | 0.0% | — | 63 | +101,200 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 99,372 | 676 | 0.0% | 0.0% | 64 | -8,529 | -7.9% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 97,782 | 665 | 0.0% | 0.0% | 65 | -19,775 | -16.82% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 94,692 | 644 | 0.0% | — | 66 | +94,692 | New | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 93,593 | 637 | 0.0% | 0.0% | 67 | -38,688 | -29.25% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 93,242 | 634 | 0.0% | 0.0% | 68 | -24,897 | -21.07% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 90,504 | 616 | 0.0% | 0.0% | 69 | -18,405 | -16.9% | Q4 2025 | Jan 28, 2026 |
| VARCOV Co. | History | New | 86,170 | 586 | 0.23% | — | 70 | +86,170 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 86,882 | 582 | 0.0% | 0.0% | 71 | +5,915 | 7.31% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,849 | 571 | 0.0% | 0.0% | 72 | +6,660 | 8.63% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 83,017 | 565 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 79,040 | 538 | 0.0% | — | 74 | +79,040 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 78,727 | 536 | 0.0% | 0.0% | 75 | +3,970 | 5.31% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 77,707 | 529 | 0.0% | 0.0% | 76 | +22,388 | 40.47% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 72,510 | 493 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 70,025 | 476 | 0.0% | 0.0% | 78 | +115 | 0.16% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 69,418 | 473 | 0.0% | 0.0% | 79 | +24,554 | 54.73% | Q4 2025 | Jan 09, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 66,815 | 455 | 0.07% | 0.04% | 80 | +23,206 | 53.21% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 66,584 | 452 | 0.0% | 0.0% | 81 | -270 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 65,751 | 447 | 0.01% | 0.01% | 82 | -1,372 | -2.04% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 65,068 | 443 | 0.0% | 0.0% | 83 | -9,299 | -12.5% | Q4 2025 | Jan 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 64,257 | 437 | 0.01% | 0.01% | 84 | -1,132 | -1.73% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 64,091 | 436 | 0.0% | 0.0% | 85 | -23,679 | -26.98% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 61,675 | 420 | 0.0% | 0.0% | 86 | -10,618 | -14.69% | Q4 2025 | Feb 12, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 59,415 | 404 | 0.38% | — | 87 | +59,415 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 57,510 | 391 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 57,229 | 389 | 0.0% | 0.0% | 89 | -665 | -1.15% | Q4 2025 | Feb 17, 2026 |
| Emprise Bank | History | No change | 57,000 | 388 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 56,244 | 383 | 0.0% | 0.0% | 91 | -182,042 | -76.4% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 55,700 | 379 | 0.01% | 0.01% | 92 | -500 | -0.89% | Q4 2025 | Jan 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 52,076 | 354 | 0.0% | 0.0% | 93 | -8,685 | -14.29% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 45,971 | 313 | 0.0% | 0.0% | 94 | -15,685 | -25.44% | Q4 2025 | Feb 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 44,871 | 305 | 0.01% | 0.04% | 95 | -117,692 | -72.4% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 44,480 | 303 | 0.03% | 0.04% | 96 | -24,254 | -35.29% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 40,500 | 275 | 0.0% | 0.0% | 97 | +1,000 | 2.53% | Q4 2025 | Feb 05, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 39,238 | 267 | 0.13% | 0.14% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 38,721 | 263 | 0.0% | — | 99 | +38,721 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 37,070 | 252 | 0.0% | — | 100 | +37,070 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 36,000 | 245 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 35,527 | 242 | 0.0% | 0.0% | 102 | -754 | -2.08% | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 35,008 | 238 | 0.01% | 0.01% | 104 | +2,745 | 8.51% | Q4 2025 | Jan 14, 2026 |
| Arizona State Retirement System | History | Reduced | 35,039 | 238 | 0.0% | 0.0% | 103 | -2,264 | -6.07% | Q4 2025 | Jan 28, 2026 |
| WINTON GROUP Ltd | History | New | 34,763 | 236 | 0.01% | — | 107 | +34,763 | New | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 34,696 | 236 | 0.03% | — | 106 | +34,696 | New | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 34,683 | 236 | 0.0% | — | 105 | +34,683 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,036 | 231 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 32,559 | 221 | 0.0% | 0.0% | 109 | -7,000 | -17.7% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 32,039 | 218 | 0.0% | 0.0% | 110 | +9,019 | 39.18% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,622 | 216 | 0.0% | 0.0% | 111 | -5,356 | -14.1% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 31,035 | 211 | 0.0% | — | 112 | +31,035 | New | Q4 2025 | Feb 12, 2026 |
| Massar Capital Management, LP | History | New | 31,011 | 211 | 0.02% | — | 114 | +31,011 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,108 | 211 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,855 | 210 | 0.0% | 0.0% | 116 | -25,917 | -47.32% | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 30,899 | 210 | 0.0% | 0.0% | 115 | -4,054 | -11.6% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 30,111 | 205 | 0.0% | 0.0% | 117 | -1,009 | -3.24% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 29,573 | 201 | 0.0% | 0.0% | 118 | -1,356 | -4.38% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 28,511 | 199 | 0.01% | — | 119 | +28,511 | New | Q4 2025 | Feb 12, 2026 |
| Triune Financial Partners, LLC | History | Added to | 26,324 | 191 | 0.04% | 0.04% | 120 | +1,739 | 7.07% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,817 | 189 | 0.0% | 0.01% | 122 | -55,026 | -66.42% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 27,792 | 189 | 0.0% | 0.0% | 121 | +300 | 1.09% | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 27,635 | 188 | 0.0% | — | 123 | +27,635 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,100 | 184 | 0.0% | 0.0% | 124 | +2,900 | 11.98% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,844 | 183 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,572 | 180 | 0.0% | 0.0% | 126 | +4,430 | 20.01% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | Reduced | 25,493 | 173 | 0.0% | 0.0% | 127 | -12,605 | -33.09% | Q4 2025 | Feb 13, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | Added to | 25,454 | 173 | 0.45% | 0.06% | 128 | +5,661 | 28.6% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 25,330 | 172 | 0.0% | 0.0% | 129 | -993 | -3.77% | Q4 2025 | Feb 09, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 25,193 | 171 | 0.02% | 0.02% | 130 | -2,894 | -10.3% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 24,821 | 169 | 0.0% | 0.0% | 131 | -536 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 24,715 | 168 | 0.0% | 0.0% | 132 | -2,302 | -8.52% | Q4 2025 | Mar 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 23,932 | 163 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 23,926 | 162 | 0.0% | 0.0% | 134 | +730 | 3.15% | Q4 2025 | Feb 06, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 23,301 | 158 | 0.04% | 0.04% | 135 | -18,483 | -44.23% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Reduced | 23,211 | 158 | 0.01% | 0.01% | 136 | -688 | -2.88% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 22,810 | 155 | 0.01% | 0.01% | 137 | -1,108 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 20,016 | 136 | 0.0% | 0.0% | 138 | -16,413 | -45.05% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,926 | 135 | 0.0% | 0.0% | 139 | +18,031 | 951.5% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 19,731 | 134 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 19,603 | 133 | 0.0% | 0.0% | 142 | -3,486 | -15.1% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 19,635 | 133 | 0.0% | 0.0% | 141 | +2,754 | 16.31% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 18,573 | 126 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 18,050 | 122 | 0.03% | — | 146 | +18,050 | New | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 17,942 | 122 | 0.0% | 0.0% | 144 | -1,714 | -8.72% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 18,046 | 122 | 0.0% | 0.0% | 145 | -1,101 | -5.75% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,801 | 121 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 16,873 | 114 | 0.02% | 0.02% | 148 | +220 | 1.32% | Q4 2025 | Jan 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 16,349 | 111 | 0.0% | 0.0% | 149 | -494 | -2.93% | Q4 2025 | Mar 20, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 16,100 | 109 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | Reduced | 15,860 | 108 | 0.05% | 0.11% | 152 | -15,465 | -49.37% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,832 | 108 | 0.0% | 0.0% | 151 | +49 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 15,719 | 107 | 0.0% | 0.0% | 153 | -22,487 | -58.86% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | Reduced | 15,705 | 106 | 0.05% | 0.06% | 157 | -3,629 | -18.77% | Q4 2025 | Jan 20, 2026 |
| EMC Capital Management | History | Reduced | 15,629 | 106 | 0.05% | 0.06% | 155 | -2,758 | -15.0% | Q4 2025 | Mar 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 15,638 | 106 | 0.0% | 0.0% | 154 | -1,999 | -11.33% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 15,626 | 106 | 0.0% | 0.0% | 156 | +695 | 4.65% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 15,492 | 105 | 0.0% | 0.0% | 158 | -10,619 | -40.67% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,479 | 105 | 0.0% | 0.0% | 159 | +1,623 | 11.71% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,143 | 103 | 0.0% | — | 160 | +15,143 | New | Q4 2025 | Feb 18, 2026 |
| SRH ADVISORS, LLC | History | No change | 15,000 | 102 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PROFUND ADVISORS LLC | History | New | 14,915 | 101 | 0.0% | — | 162 | +14,915 | New | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | Added to | 14,942 | 101 | 0.0% | 0.0% | 163 | +322 | 2.2% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 14,733 | 100 | 0.0% | 0.0% | 164 | +55 | 0.37% | Q4 2025 | Jan 29, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,759 | 100 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 13,901 | 94 | 0.0% | 0.0% | 166 | +213 | 1.56% | Q4 2025 | Feb 10, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 13,531 | 92 | 0.04% | — | 167 | +13,531 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,511 | 92 | 0.0% | 0.0% | 168 | -620 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 13,223 | 90 | 0.0% | 0.0% | 170 | -59 | -0.44% | Q4 2025 | Jan 28, 2026 |
| PDS Planning, Inc | History | No change | 13,319 | 90 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,883 | 87 | 0.01% | — | 172 | +12,883 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 12,900 | 87 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 12,618 | 85 | 0.0% | 0.0% | 174 | -23,000 | -64.57% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,603 | 85 | 0.0% | 0.0% | 173 | -109 | -0.86% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,426 | 84 | 0.0% | 0.0% | 175 | +822 | 7.08% | Q4 2025 | Jan 16, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,392 | 84 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GABELLI FUNDS LLC | History | New | 12,300 | 83 | 0.0% | — | 178 | +12,300 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 12,227 | 83 | 0.0% | 0.0% | 177 | +680 | 5.89% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 11,659 | 79 | 0.04% | 0.04% | 179 | -226 | -1.9% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 11,573 | 78 | 0.01% | 0.01% | 180 | +45 | 0.39% | Q4 2025 | Feb 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 11,506 | 77 | 0.0% | — | 182 | +11,506 | New | Q4 2025 | Jan 08, 2026 |
| Greenspring Advisors, LLC | History | New | 11,431 | 77 | 0.0% | — | 183 | +11,431 | New | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,348 | 77 | 0.0% | 0.0% | 181 | +113 | 1.01% | Q4 2025 | Feb 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 11,155 | 75 | 0.01% | — | 186 | +11,155 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,112 | 75 | 0.0% | 0.0% | 184 | -2,038 | -15.5% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | No change | 10,984 | 75 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10,988 | 74 | 0.01% | — | 187 | +10,988 | New | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | New | 10,753 | 73 | 0.0% | — | 188 | +10,753 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 11,000 | 73 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 10,632 | 72 | 0.0% | — | 192 | +10,632 | New | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 10,583 | 72 | 0.0% | — | 193 | +10,583 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,566 | 72 | 0.0% | — | 191 | +10,566 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 10,600 | 72 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,486 | 71 | 0.0% | — | 195 | +10,486 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,541 | 71 | 0.0% | 0.0% | 194 | -3,343 | -24.08% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | New | 10,316 | 70 | 0.0% | — | 197 | +10,316 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,295 | 70 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,144 | 69 | 0.0% | 0.0% | 198 | +624 | 6.55% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,113 | 68 | 0.0% | 0.0% | 199 | -35,341 | -77.75% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,678 | 65 | 0.0% | 0.0% | 200 | -16,276 | -62.71% | Q4 2025 | Jan 23, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,655 | 58 | 0.0% | 0.01% | 201 | -35,394 | -80.35% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,434 | 50 | 0.01% | — | 202 | +7,434 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,433 | 43 | 0.0% | 0.0% | 203 | -167 | -2.53% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,266 | 42 | 0.0% | 0.0% | 204 | -1,936 | -23.6% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,969 | 33 | 0.0% | 0.0% | 205 | +43 | 0.87% | Q4 2025 | Feb 13, 2026 |
| IFS Advisors, LLC | History | No change | 4,442 | 30 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 4,405 | 29 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Versant Capital Management, Inc | History | No change | 3,594 | 24 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 3,188 | 21 | 0.0% | — | 209 | +3,188 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,986 | 20 | 0.0% | 0.0% | 210 | -275 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 2,279 | 15 | 0.0% | — | 211 | +2,279 | New | Q4 2025 | Jan 27, 2026 |
| Garner Asset Management Corp | History | New | 2,200 | 14 | 0.01% | — | 213 | +2,200 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 2,156 | 14 | 0.0% | 0.0% | 212 | +527 | 32.35% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 1,675 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,542 | 10 | 0.0% | 0.0% | 215 | +148 | 10.62% | Q4 2025 | Jan 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,358 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | Reduced | 1,071 | 7 | 0.0% | 0.01% | 219 | -3,844 | -78.21% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 1,113 | 7 | 0.0% | — | 218 | +1,113 | New | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,093 | 7 | 0.0% | 0.0% | 217 | -61 | -5.29% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 887 | 6 | 0.0% | 0.0% | 220 | +422 | 90.75% | Q4 2025 | Feb 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 667 | 4 | 0.0% | — | 225 | +667 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 599 | 4 | 0.0% | 0.0% | 224 | +180 | 42.96% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 613 | 4 | 0.0% | 0.0% | 222 | +113 | 22.6% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 615 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | No change | 452 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 448 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 420 | 2 | 0.0% | — | 229 | +420 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 391 | 2 | 0.0% | — | 234 | +391 | New | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 375 | 2 | 0.0% | 0.0% | 231 | +59 | 18.67% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 336 | 2 | 0.0% | 0.0% | 233 | +17 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 384 | 2 | 0.0% | 0.0% | 230 | +6 | 1.59% | Q4 2025 | Jan 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 375 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 363 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 158 | 1 | 0.0% | 0.01% | 237 | -85,910 | -99.82% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 280 | 1 | 0.0% | 0.0% | 241 | -466 | -62.47% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 198 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 149 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 175 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -74,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.41% | — | -51,775 | -100.0% | Q3 2025 | Nov 10, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,701 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -20,572 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Regent Peak Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,325 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -16,978 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,835 | -100.0% | Q3 2025 | Oct 07, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -11,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.32% | — | -10,954 | -100.0% | Q3 2025 | Dec 09, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -9,716 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,312 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 51 | 0 | — | 0.0% | — | -1,350 | -96.36% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 25 | 0 | — | 0.0% | — | -1,190 | -97.94% | Q4 2025 | Mar 16, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -796 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -589 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SJS Investment Consulting Inc. | History | New | 116 | 0 | — | — | — | +116 | New | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -93 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 79 | 0 | — | — | — | +23 | 41.07% | Q4 2025 | Feb 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 75 | 0 | — | — | — | -14 | -15.73% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 39 | 0 | — | — | — | -6 | -13.33% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 141 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |