Carlyle Group Inc. - CG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 87 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 30,696,459 | 1,814,467 | 0.03% | 0.04% | 1 | -1,804,963 | -5.55% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 26,368,246 | 1,558,627 | 0.02% | 0.02% | 2 | +934,237 | 3.67% | Q4 2025 | Jan 29, 2026 |
| Capital World Investors | History | Reduced | 19,970,879 | 1,180,478 | 0.16% | 0.17% | 3 | -5,004 | -0.03% | Q4 2025 | Feb 11, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 15,198,269 | 898,369 | 1.14% | 1.1% | 4 | +4,270,119 | 39.07% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 10,189,948 | 602,327 | 0.04% | 0.04% | 5 | +84,228 | 0.83% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 9,545,119 | 564,211 | 0.02% | 0.02% | 6 | -397,016 | -3.99% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 9,246,331 | 546,550 | 0.23% | 0.16% | 7 | +3,428,362 | 58.93% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 7,735,298 | 457,233 | 0.15% | 0.15% | 8 | +117,223 | 1.54% | Q4 2025 | Jan 22, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,131,902 | 421,566 | 1.18% | 1.42% | 9 | -1,617,073 | -18.48% | Q4 2025 | Feb 09, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 5,941,316 | 351,191 | 0.56% | 0.55% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 5,533,198 | 327,159 | 0.34% | 0.4% | 11 | -636,926 | -10.32% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,999,880 | 294,817 | 0.02% | 0.02% | 12 | +79,134 | 1.61% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 4,876,621 | 288,257 | 0.03% | — | 13 | +4,876,621 | New | Q4 2025 | Feb 10, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 3,950,333 | 233,504 | 2.52% | 2.84% | 14 | -283,053 | -6.69% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,260,377 | 192,720 | 0.04% | 0.04% | 15 | +176,777 | 5.73% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,176,369 | 187,785 | 0.04% | 0.04% | 16 | +222,508 | 7.53% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 2,536,538 | 149,934 | 0.02% | 0.04% | 17 | -1,500,719 | -37.17% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,505,449 | 148,096 | 0.03% | 0.04% | 18 | -134,448 | -5.09% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,483,003 | 146,770 | 0.02% | 0.02% | 19 | -86,721 | -3.37% | Q4 2025 | Feb 17, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 2,435,137 | 143,940 | 0.88% | 0.99% | 20 | -187,075 | -7.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,366,678 | 139,894 | 0.01% | 0.0% | 21 | +1,250,996 | 112.13% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,024,585 | 119,673 | 0.02% | 0.03% | 22 | -295,371 | -12.73% | Q4 2025 | Feb 10, 2026 |
| Capital International Investors | History | Added to | 1,713,670 | 101,295 | 0.02% | 0.02% | 23 | +8,152 | 0.48% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,490,564 | 88,107 | 0.01% | 0.01% | 24 | -468,028 | -23.9% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,380,227 | 81,585 | 0.02% | 0.02% | 25 | +30,305 | 2.24% | Q4 2025 | Feb 13, 2026 |
| MARKEL GROUP INC. | History | No change | 1,327,000 | 78,438 | 0.63% | 0.68% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,240,060 | 73,299 | 0.01% | 0.01% | 27 | +40,738 | 3.4% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Added to | 1,116,227 | 65,980 | 0.01% | 0.01% | 28 | +399,895 | 55.83% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,108,361 | 65,515 | 0.01% | 0.01% | 29 | -778,110 | -41.25% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,067,055 | 63,073 | 0.01% | 0.01% | 30 | +18,741 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Davis Asset Management, L.P. | History | No change | 1,000,000 | 59,110 | 2.12% | 2.23% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 979,203 | 57,880 | 0.0% | 0.0% | 32 | -151,672 | -13.41% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 952,689 | 56,313 | 0.01% | 0.01% | 33 | -127,845 | -11.83% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 933,532 | 55,200 | 0.06% | 0.07% | 34 | -106,786 | -10.26% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 929,773 | 54,958 | 0.02% | 0.02% | 35 | +83,388 | 9.85% | Q4 2025 | Feb 11, 2026 |
| ALGEBRIS (UK) LTD | History | New | 853,254 | 50,459 | 4.0% | — | 36 | +853,254 | New | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Added to | 818,535 | 48,383 | 0.01% | 0.01% | 37 | +552,724 | 207.94% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 742,257 | 43,874 | 0.04% | 0.0% | 38 | +730,666 | 6303.74% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Added to | 724,039 | 42,797 | 2.44% | 2.43% | 39 | +51,224 | 7.61% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 711,475 | 42,055 | 0.01% | 0.01% | 40 | +51,313 | 7.77% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 702,878 | 41,547 | 0.03% | 0.04% | 41 | -27,989 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 672,647 | 39,760 | 0.01% | 0.01% | 42 | -156,198 | -18.85% | Q4 2025 | Feb 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 663,941 | 39,245 | 1.14% | 1.25% | 43 | -4,887 | -0.73% | Q4 2025 | Feb 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 602,893 | 35,637 | 1.01% | 1.07% | 44 | -22,036 | -3.53% | Q4 2025 | Jan 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 594,117 | 35,118 | 0.01% | 0.01% | 45 | +261,188 | 78.45% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 589,759 | 34,860 | 0.01% | 0.01% | 46 | -88,262 | -13.02% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 558,049 | 32,986 | 0.02% | 0.02% | 47 | -20,369 | -3.52% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 507,574 | 30,002 | 0.02% | — | 48 | +507,574 | New | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 507,540 | 30,000 | 0.02% | 0.02% | 49 | -27,043 | -5.06% | Q4 2025 | Jan 23, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 498,991 | 29,495 | 0.31% | 1.24% | 50 | -1,704,906 | -77.36% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 491,690 | 29,063 | 0.09% | 0.06% | 51 | +238,209 | 93.98% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 480,565 | 28,406 | 0.05% | 0.06% | 52 | -3,133 | -0.65% | Q4 2025 | Mar 16, 2026 |
| ASSETMARK, INC | History | Reduced | 471,035 | 27,842 | 0.06% | 0.08% | 53 | -88,253 | -15.78% | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 463,613 | 27,404 | 0.02% | 0.02% | 54 | +14,924 | 3.33% | Q4 2025 | Feb 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 461,245 | 27,264 | 0.52% | 0.42% | 55 | +127,681 | 38.28% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 459,370 | 27,153 | 0.01% | 0.01% | 56 | -164,194 | -26.33% | Q4 2025 | Feb 10, 2026 |
| Freestone Grove Partners LP | History | New | 444,142 | 26,253 | 0.19% | — | 57 | +444,142 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 443,301 | 26,203 | 0.01% | 0.01% | 58 | -3,532 | -0.79% | Q4 2025 | Feb 17, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Added to | 433,852 | 25,644 | 3.19% | 3.4% | 59 | +17,712 | 4.26% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 409,012 | 24,178 | 0.0% | — | 60 | +409,012 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 406,735 | 24,042 | 0.01% | 0.01% | 61 | -518,049 | -56.02% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 391,898 | 23,166 | 0.01% | 0.02% | 62 | -21,504 | -5.2% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 390,440 | 23,078 | 0.0% | 0.0% | 63 | -2,588 | -0.66% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 360,547 | 21,310 | 0.04% | 0.03% | 64 | +13,041 | 3.75% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 330,794 | 19,553 | 0.02% | 0.02% | 65 | -12,234 | -3.57% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 325,446 | 19,238 | 0.03% | 0.04% | 66 | -74,412 | -18.61% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 323,900 | 19,145 | 0.03% | 0.02% | 67 | +88,500 | 37.6% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 311,436 | 18,408 | 0.06% | 0.07% | 68 | -3,436 | -1.09% | Q4 2025 | Jan 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 308,727 | 18,252 | 0.5% | 0.59% | 69 | -30,276 | -8.93% | Q4 2025 | Feb 11, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | Reduced | 306,433 | 18,104 | 0.22% | 0.27% | 70 | -55,461 | -15.33% | Q4 2025 | Jan 29, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 305,087 | 18,033 | 2.26% | 2.75% | 71 | -2,380 | -0.77% | Q4 2025 | Feb 13, 2026 |
| CastleKnight Management LP | History | Added to | 265,376 | 15,686 | 0.35% | 0.15% | 72 | +145,100 | 120.64% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 262,040 | 15,489 | 18.99% | 0.24% | 73 | +69,624 | 36.18% | Q4 2025 | Feb 25, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 252,313 | 14,914 | 2.24% | 2.41% | 74 | +5,124 | 2.07% | Q4 2025 | Jan 21, 2026 |
| DnB Asset Management AS | History | Reduced | 242,813 | 14,352 | 0.05% | 0.06% | 75 | -21,902 | -8.27% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 226,712 | 13,400 | 0.02% | 0.1% | 76 | -979,221 | -81.2% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 220,132 | 13,397 | 0.01% | 0.01% | 77 | +12,000 | 5.77% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 221,428 | 13,088 | 0.0% | 0.01% | 78 | +9,765 | 4.61% | Q4 2025 | Feb 12, 2026 |
| Korea Investment CORP | History | Reduced | 221,096 | 13,068 | 0.03% | 0.03% | 79 | -1,400 | -0.63% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 217,844 | 12,876 | 0.01% | 0.01% | 80 | -43,790 | -16.74% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 212,424 | 12,556 | 0.02% | 0.02% | 81 | +2,620 | 1.25% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 212,114 | 12,539 | 0.0% | 0.0% | 82 | +9,396 | 4.64% | Q4 2025 | Feb 17, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 210,864 | 12,464 | 0.03% | 0.03% | 83 | -5,656 | -2.61% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 209,592 | 12,370 | 0.01% | 0.01% | 84 | +26,478 | 14.46% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 204,623 | 12,095 | 0.94% | 1.19% | 85 | -28,431 | -12.2% | Q4 2025 | Jan 23, 2026 |
| Align Financial, LLC | History | New | 11,940 | 11,940 | 0.01% | — | 86 | +11,940 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 197,712 | 11,686 | 0.06% | 0.04% | 87 | +63,839 | 47.69% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 193,458 | 11,435 | 0.16% | 0.15% | 88 | -2,780 | -1.42% | Q4 2025 | Feb 02, 2026 |
| PEAK6 LLC | History | Added to | 188,275 | 11,128 | 0.02% | 0.02% | 89 | +17,955 | 10.54% | Q4 2025 | Mar 12, 2026 |
| SOL Capital Management CO | History | Reduced | 185,934 | 10,991 | 0.99% | 1.06% | 90 | -2,305 | -1.22% | Q4 2025 | Jan 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 181,190 | 10,710 | 0.01% | 0.01% | 91 | +101,090 | 126.2% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 175,708 | 10,386 | 0.02% | 0.02% | 92 | -7,502 | -4.09% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Added to | 172,826 | 10,215 | 0.0% | 0.0% | 93 | +51,320 | 42.24% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,598 | 9,965 | 0.01% | 0.01% | 94 | +12,800 | 8.22% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 165,453 | 9,779 | 0.01% | 0.01% | 95 | +4,131 | 2.56% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 164,714 | 9,736 | 0.02% | 0.01% | 96 | +2,908 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Gator Capital Management, LLC | History | Added to | 164,135 | 9,702 | 1.97% | 2.59% | 97 | +1,370 | 0.84% | Q4 2025 | Feb 13, 2026 |
| FORSTA AP-FONDEN | History | Added to | 164,100 | 9,699 | 0.06% | 0.06% | 98 | +2,500 | 1.55% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 162,901 | 9,629 | 0.01% | 0.01% | 99 | -11,550 | -6.62% | Q4 2025 | Feb 13, 2026 |
| Channing Capital Management, LLC | History | Reduced | 159,229 | 9,412 | 0.24% | 0.28% | 100 | -12,526 | -7.29% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 158,087 | 9,344 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Added to | 158,018 | 9,340 | 0.26% | 0.25% | 102 | +15,618 | 10.97% | Q4 2025 | Feb 03, 2026 |
| BAMCO INC /NY/ | History | Reduced | 157,000 | 9,280 | 0.03% | 0.03% | 103 | -10,076 | -6.03% | Q4 2025 | Feb 17, 2026 |
| River Road Asset Management, LLC | History | Reduced | 152,601 | 9,020 | 0.1% | 0.11% | 104 | -3,670 | -2.35% | Q4 2025 | Feb 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 151,087 | 8,931 | 0.02% | 0.02% | 105 | +12,504 | 9.02% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 148,695 | 8,789 | 0.01% | 0.02% | 106 | -58,700 | -28.3% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 146,957 | 8,686 | 0.0% | 0.01% | 107 | -200,741 | -57.73% | Q4 2025 | Feb 13, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 146,198 | 8,642 | 1.59% | 1.72% | 108 | -154 | -0.11% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 138,179 | 8,166 | 0.01% | 0.01% | 109 | +45,674 | 49.37% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | Added to | 131,309 | 7,761 | 0.02% | 0.02% | 110 | +8,000 | 6.49% | Q4 2025 | Feb 02, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 130,954 | 7,738 | 0.03% | 0.04% | 111 | -34,835 | -21.01% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 115,092 | 7,552 | 0.36% | 0.3% | 112 | +23,200 | 25.25% | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 126,340 | 7,529 | 0.01% | 0.01% | 113 | -8,734 | -6.47% | Q4 2025 | Jan 28, 2026 |
| Capital International, Inc./CA/ | History | Added to | 125,420 | 7,413 | 0.06% | 0.06% | 114 | +60 | 0.05% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 124,240 | 7,344 | 0.01% | 0.01% | 115 | -28,298 | -18.55% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 118,264 | 6,990 | 0.02% | 0.02% | 116 | -4,790 | -3.89% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 116,874 | 6,908 | 0.02% | 0.02% | 117 | +9,676 | 9.03% | Q4 2025 | Feb 02, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 116,100 | 6,862 | 0.01% | 0.01% | 118 | -5,226 | -4.31% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 115,653 | 6,836 | 0.05% | 0.05% | 119 | -4,008 | -3.35% | Q4 2025 | Feb 05, 2026 |
| APG Asset Management N.V. | History | Reduced | 135,237 | 6,806 | 0.02% | 0.02% | 120 | -11,163 | -7.63% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 114,162 | 6,748 | 0.01% | 0.02% | 121 | +8,512 | 8.06% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 111,637 | 6,598 | 0.0% | 0.0% | 122 | +2,326 | 2.13% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 111,448 | 6,587 | 0.05% | 0.06% | 123 | -4,775 | -4.11% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 109,580 | 6,477 | 0.02% | 0.02% | 124 | -8,002 | -6.81% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 108,615 | 6,428 | 0.0% | 0.0% | 125 | +1,352 | 1.26% | Q4 2025 | Mar 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 107,996 | 6,383 | 0.07% | 0.08% | 126 | -12,276 | -10.21% | Q4 2025 | Feb 10, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 101,709 | 6,012 | 0.18% | 0.21% | 127 | -6,300 | -5.83% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 101,869 | 5,987 | 0.02% | 0.02% | 128 | +14,637 | 16.78% | Q4 2025 | Feb 18, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 99,723 | 5,894 | 0.44% | 0.46% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 99,086 | 5,856 | 0.0% | 0.0% | 130 | +6,343 | 6.84% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 97,586 | 5,768 | 0.01% | 0.01% | 131 | +4,200 | 4.5% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 96,065 | 5,678 | 0.0% | 0.0% | 132 | +891 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 94,635 | 5,593 | 0.01% | 0.02% | 133 | -20,453 | -17.77% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 93,300 | 5,516 | 0.01% | 0.01% | 134 | -26,295 | -21.99% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 91,592 | 5,414 | 0.02% | — | 135 | +91,592 | New | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Added to | 90,420 | 5,344 | 0.01% | 0.01% | 136 | +4,019 | 4.65% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 89,394 | 5,284 | 0.07% | 0.07% | 137 | -105 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 87,255 | 5,262 | 0.01% | 0.02% | 138 | +1,422 | 1.66% | Q4 2025 | Jan 27, 2026 |
| LBP AM SA | History | Reduced | 88,075 | 5,206 | 0.06% | 0.07% | 139 | -4,454 | -4.81% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 86,922 | 5,137 | 0.01% | 0.01% | 140 | +2,812 | 3.34% | Q4 2025 | Feb 11, 2026 |
| Kerusso Capital Management LLC | History | Added to | 86,468 | 5,111 | 2.36% | 2.53% | 141 | +20,803 | 31.68% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 82,369 | 5,091 | 0.06% | 0.06% | 142 | -1,840 | -2.19% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 86,043 | 5,086 | 0.01% | 0.01% | 143 | +4,588 | 5.63% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 85,861 | 5,075 | 0.02% | 0.04% | 144 | -100,098 | -53.83% | Q4 2025 | Jan 29, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 84,370 | 4,987 | 0.73% | 0.78% | 145 | +2,098 | 2.55% | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Added to | 82,810 | 4,894 | 0.03% | 0.02% | 146 | +13,539 | 19.54% | Q4 2025 | Jan 28, 2026 |
| Twin Tree Management, LP | History | Reduced | 82,600 | 4,882 | 0.04% | 0.03% | 147 | -37,700 | -31.34% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 81,302 | 4,805 | 0.02% | 0.02% | 148 | -1,289 | -1.56% | Q4 2025 | Jan 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 80,080 | 4,734 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 77,081 | 4,723 | 0.12% | 0.12% | 150 | +392 | 0.51% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 79,756 | 4,714 | 0.01% | 0.01% | 151 | -39,772 | -33.27% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 78,849 | 4,660 | 0.01% | 0.02% | 152 | -17,348 | -18.03% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 78,716 | 4,652 | 0.01% | 0.02% | 153 | -2,986 | -3.65% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 76,800 | 4,539 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Reduced | 74,173 | 4,384 | 0.01% | 0.02% | 155 | -4,489 | -5.71% | Q4 2025 | Jan 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 73,881 | 4,367 | 0.01% | 0.01% | 156 | +8,251 | 12.57% | Q4 2025 | Feb 11, 2026 |
| one8zero8, LLC | History | Reduced | 73,830 | 4,364 | 0.95% | 1.02% | 157 | -1,250 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 71,959 | 4,253 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 71,800 | 4,244 | 0.07% | 0.08% | 159 | -700 | -0.97% | Q4 2025 | Jan 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 71,600 | 4,232 | 0.01% | 21.71% | 160 | -3,000 | -4.02% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 68,295 | 4,036 | 0.05% | 0.04% | 161 | +20,388 | 42.56% | Q4 2025 | Feb 11, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 67,933 | 4,027 | 0.02% | 0.02% | 162 | -4,613 | -6.36% | Q4 2025 | Feb 06, 2026 |
| Handelsbanken Fonder AB | History | Added to | 66,700 | 3,943 | 0.01% | 0.01% | 163 | +15,400 | 30.02% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 64,957 | 3,839 | 0.0% | 0.01% | 164 | -4,491 | -6.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 64,936 | 3,838 | 0.02% | 0.02% | 165 | -1,902 | -2.85% | Q4 2025 | Feb 10, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 64,865 | 3,834 | 0.49% | 0.71% | 166 | -14,771 | -18.55% | Q4 2025 | Jan 23, 2026 |
| Woodbridge CO LTD | History | No change | 63,000 | 3,723 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 62,100 | 3,670 | 0.73% | 0.78% | 168 | +44 | 0.07% | Q4 2025 | Jan 16, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 62,005 | 3,665 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 61,998 | 3,664 | 0.01% | 0.0% | 170 | +18,669 | 43.09% | Q4 2025 | Jan 09, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 61,300 | 3,623 | 0.02% | 0.02% | 171 | -700 | -1.13% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 58,672 | 3,468 | 0.0% | 0.01% | 172 | -20,174 | -25.59% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 58,059 | 3,431 | 0.04% | 0.05% | 173 | +10 | 0.02% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 56,326 | 3,329 | 0.0% | 0.0% | 174 | +20,454 | 57.02% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 56,231 | 3,323 | 0.22% | 0.22% | 175 | -196 | -0.35% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,224 | 3,264 | 0.0% | 0.0% | 176 | -4,969 | -8.26% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 55,211 | 3,263 | 0.24% | 0.27% | 177 | -926 | -1.65% | Q4 2025 | Feb 18, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 55,034 | 3,251 | 0.0% | 0.01% | 178 | -87,251 | -61.32% | Q4 2025 | Feb 17, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 54,921 | 3,246 | 0.94% | 1.02% | 179 | +681 | 1.26% | Q4 2025 | Feb 12, 2026 |
| Buckland Partners Management Co LLC | History | New | 54,400 | 3,215 | 1.78% | — | 180 | +54,400 | New | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 53,800 | 3,180 | 0.09% | 0.1% | 181 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 52,286 | 3,090 | 0.03% | — | 182 | +52,286 | New | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 51,586 | 3,049 | 0.04% | 0.04% | 183 | -900 | -1.71% | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | Reduced | 51,351 | 3,035 | 0.01% | 0.01% | 184 | -10,486 | -16.96% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | Reduced | 50,100 | 2,961 | 0.01% | 0.01% | 185 | -2,122 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 64,990 | 2,934 | 0.0% | 0.0% | 186 | +22,223 | 51.96% | Q4 2025 | Mar 09, 2026 |
| GFG Capital, LLC | History | Reduced | 49,304 | 2,914 | 1.04% | 1.1% | 187 | -1,574 | -3.09% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 47,557 | 2,811 | 0.09% | 0.09% | 188 | -1,261 | -2.58% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 47,434 | 2,803 | 0.12% | 0.13% | 189 | -2,242 | -4.51% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 46,100 | 2,724 | 0.01% | 0.03% | 190 | -112,800 | -70.99% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Reduced | 44,145 | 2,609 | 0.02% | 0.03% | 191 | -4,445 | -9.15% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,467 | 2,569 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 43,159 | 2,551 | 0.02% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 42,466 | 2,510 | 0.05% | 0.05% | 194 | +840 | 2.02% | Q4 2025 | Jan 09, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 41,593 | 2,458 | 0.01% | 0.01% | 195 | +7,850 | 23.26% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,627 | 2,401 | 0.0% | 0.0% | 196 | +4,034 | 11.02% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40,006 | 2,364 | 0.01% | 0.01% | 198 | -1,440 | -3.47% | Q4 2025 | Feb 12, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 40,000 | 2,364 | 0.83% | 0.92% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tredje AP-fonden | History | New | 39,308 | 2,323 | 0.02% | — | 199 | +39,308 | New | Q4 2025 | Feb 06, 2026 |
| NATIXIS | History | New | 37,950 | 2,243 | 0.01% | — | 200 | +37,950 | New | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 37,622 | 2,223 | 0.02% | 0.02% | 201 | -4,847 | -11.41% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,204 | 2,199 | 0.01% | 0.01% | 202 | -551 | -1.46% | Q4 2025 | Jan 29, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 36,500 | 2,157 | 0.47% | 1.09% | 203 | -39,500 | -51.97% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 36,296 | 2,145 | 0.13% | 0.12% | 204 | +245 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | Reduced | 35,865 | 2,120 | 0.22% | 0.27% | 205 | -3,850 | -9.69% | Q4 2025 | Feb 18, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,023 | 2,103 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 35,418 | 2,093 | 0.0% | 0.0% | 207 | +74 | 0.21% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Added to | 35,199 | 2,080 | 0.1% | 0.06% | 208 | +16,989 | 93.29% | Q4 2025 | Feb 11, 2026 |
| PARK CIRCLE Co | History | No change | 34,765 | 2,054 | 1.78% | 1.83% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | New | 34,476 | 2,037 | 0.97% | — | 210 | +34,476 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 34,100 | 2,015 | 0.0% | — | 211 | +34,100 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,072 | 2,014 | 0.0% | 0.0% | 212 | +14,356 | 72.81% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 33,977 | 2,008 | 0.01% | — | 213 | +33,977 | New | Q4 2025 | Feb 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 33,811 | 1,999 | 0.02% | 0.02% | 214 | -1,601 | -4.52% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 33,129 | 1,958 | 0.0% | — | 215 | +33,129 | New | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 32,761 | 1,936 | 0.03% | 0.04% | 216 | +2,364 | 7.78% | Q4 2025 | Feb 09, 2026 |
| New Age Alpha Advisors, LLC | History | New | 32,731 | 1,934 | 0.08% | — | 218 | +32,731 | New | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,732 | 1,934 | 0.0% | 0.01% | 217 | +1,351 | 4.31% | Q4 2025 | Feb 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 31,766 | 1,878 | 0.16% | 0.18% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 31,037 | 1,834 | 0.0% | 0.01% | 220 | -3,629 | -10.47% | Q4 2025 | Feb 24, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 30,175 | 1,783 | 0.01% | 0.01% | 221 | +296 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,106 | 1,720 | 0.0% | 0.01% | 222 | -1,394 | -4.57% | Q4 2025 | Feb 05, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 28,700 | 1,696 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | No change | 28,398 | 1,678 | 5.67% | 5.84% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 27,595 | 1,631 | 0.0% | 0.01% | 225 | -18,069 | -39.57% | Q4 2025 | Feb 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 27,323 | 1,615 | 0.25% | 0.12% | 226 | +16,548 | 153.58% | Q4 2025 | Feb 10, 2026 |
| FFG Partners, LLC | History | Reduced | 27,119 | 1,603 | 0.46% | 0.46% | 227 | -196 | -0.72% | Q4 2025 | Jan 23, 2026 |
| Waterfront Wealth Inc. | History | No change | 26,063 | 1,594 | 0.3% | 0.31% | 228 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Swedbank AB | History | No change | 26,842 | 1,586 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avanza Fonder AB | History | Added to | 26,357 | 1,557 | 0.04% | 0.03% | 231 | +10,950 | 71.07% | Q4 2025 | Jan 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 53,065 | 1,557 | 0.03% | 0.02% | 230 | -665 | -1.24% | Q4 2025 | Feb 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 26,295 | 1,554 | 0.49% | 0.53% | 232 | -210 | -0.79% | Q4 2025 | Jan 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 26,250 | 1,551 | 0.02% | 0.03% | 233 | -1,600 | -5.75% | Q4 2025 | Feb 12, 2026 |
| OP Asset Management Ltd | History | No change | 25,738 | 1,521 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 25,716 | 1,520 | 0.01% | 0.02% | 235 | +617 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 25,709 | 1,519 | 0.0% | 0.0% | 236 | +2,065 | 8.73% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 25,693 | 1,518 | 0.0% | 0.0% | 237 | -1,581 | -5.8% | Q4 2025 | Feb 12, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 25,637 | 1,515 | 0.34% | 0.22% | 239 | +10,961 | 74.69% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 25,647 | 1,515 | 0.02% | 0.02% | 238 | -2,515 | -8.93% | Q4 2025 | Jan 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 24,952 | 1,474 | 0.16% | 0.17% | 240 | +1 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 24,927 | 1,473 | 0.02% | 0.02% | 241 | -961 | -3.71% | Q4 2025 | Feb 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 24,646 | 1,456 | 0.01% | — | 242 | +24,646 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 24,622 | 1,455 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,099 | 1,450 | 0.0% | 0.0% | 244 | +88 | 0.4% | Q4 2025 | Jan 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,220 | 1,431 | 0.02% | 0.02% | 245 | -2,026 | -7.72% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,110 | 1,425 | 0.02% | 0.03% | 246 | +87 | 0.36% | Q4 2025 | Jan 22, 2026 |
| Zhang Financial LLC | History | Reduced | 23,818 | 1,407 | 0.05% | 0.06% | 247 | -13 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 23,264 | 1,375 | 0.0% | 0.01% | 248 | -4,822 | -17.17% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,123 | 1,366 | 0.01% | 0.01% | 249 | +1,921 | 9.06% | Q4 2025 | Feb 12, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Added to | 22,843 | 1,350 | 1.47% | 1.26% | 250 | +4,000 | 21.23% | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Reduced | 22,187 | 1,311 | 0.01% | 0.01% | 251 | -171 | -0.76% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 22,113 | 1,307 | 0.04% | 0.17% | 252 | -68,133 | -75.5% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 21,770 | 1,297 | 0.0% | 0.0% | 253 | +24 | 0.11% | Q4 2025 | Jan 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,632 | 1,278 | 0.01% | 0.01% | 254 | -500 | -2.26% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 21,573 | 1,274 | 0.0% | 0.0% | 255 | +9,400 | 77.22% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 21,237 | 1,255 | 0.02% | 0.01% | 256 | +11,247 | 112.58% | Q4 2025 | Feb 12, 2026 |
| INCEPTIONR LLC | History | Reduced | 21,233 | 1,255 | 0.35% | 0.35% | 257 | -1,727 | -7.52% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 20,515 | 1,212 | 0.01% | — | 258 | +20,515 | New | Q4 2025 | Feb 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 20,491 | 1,211 | 0.04% | 0.05% | 259 | -1,441 | -6.57% | Q4 2025 | Jan 12, 2026 |
| Alyeska Investment Group, L.P. | History | New | 20,134 | 1,190 | 0.0% | — | 260 | +20,134 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,098 | 1,188 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 20,075 | 1,186 | 0.13% | — | 262 | +20,075 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 19,722 | 1,173 | 0.0% | 0.0% | 263 | +15,717 | 392.43% | Q4 2025 | Feb 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 19,826 | 1,171 | 0.61% | 0.68% | 264 | -200 | -1.0% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | No change | 19,773 | 1,169 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOERTKORN RICHARD CHARLES | History | Reduced | 19,600 | 1,158 | 0.45% | 0.48% | 266 | -400 | -2.0% | Q4 2025 | Jan 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 18,911 | 1,117 | 0.04% | 0.03% | 267 | -593 | -3.04% | Q4 2025 | Feb 04, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 18,886 | 1,116 | 2.27% | 2.07% | 268 | -119 | -0.63% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 18,821 | 1,112 | 0.0% | 0.0% | 269 | +1,994 | 11.85% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 18,672 | 1,103 | 0.0% | 0.0% | 270 | -2,555 | -12.04% | Q4 2025 | Feb 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 18,590 | 1,098 | 0.42% | 0.46% | 271 | +5 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 18,389 | 1,090 | 0.27% | — | 272 | +18,389 | New | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (US) LLC | History | New | 18,354 | 1,084 | 0.11% | — | 273 | +18,354 | New | Q4 2025 | Feb 17, 2026 |
| GM Advisory Group, LLC | History | New | 18,298 | 1,081 | 0.04% | — | 274 | +18,298 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,289 | 1,081 | 0.02% | 0.03% | 275 | -679 | -3.58% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,117 | 1,070 | 0.0% | 0.0% | 276 | +2,372 | 15.07% | Q4 2025 | Feb 18, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 17,903 | 1,058 | 0.03% | 0.03% | 277 | -99 | -0.55% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 17,448 | 1,031 | 0.1% | 0.15% | 278 | -10,278 | -37.07% | Q4 2025 | Jan 12, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 17,397 | 1,028 | 0.04% | 0.04% | 279 | +1,149 | 7.07% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,371 | 1,026 | 0.01% | 0.01% | 280 | -5,163 | -22.91% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 17,248 | 1,019 | 0.0% | 0.0% | 281 | -3,011 | -14.86% | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | Added to | 17,044 | 1,007 | 0.01% | 0.01% | 282 | +8,279 | 94.46% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 17,000 | 1,005 | 0.0% | 0.0% | 283 | +10,652 | 167.8% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 16,977 | 1,003 | 0.0% | — | 284 | +16,977 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 16,742 | 989 | 0.0% | 0.01% | 285 | -34,825 | -67.53% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,632 | 983 | 0.0% | 0.0% | 286 | +10,651 | 178.08% | Q4 2025 | Feb 18, 2026 |
| Capstone Capital Management Ltd | History | New | 16,554 | 978 | 0.94% | — | 287 | +16,554 | New | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 16,213 | 972 | 0.0% | 0.0% | 288 | +953 | 6.25% | Q4 2025 | Feb 18, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 16,311 | 964 | 0.52% | — | 289 | +16,311 | New | Q4 2025 | Mar 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 16,123 | 953 | 0.01% | 0.01% | 290 | -3,988 | -19.83% | Q4 2025 | Feb 02, 2026 |
| Nilsine Partners, LLC | History | Added to | 16,084 | 950 | 0.08% | 0.09% | 291 | +950 | 6.28% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,977 | 944 | 0.01% | 0.01% | 292 | +306 | 1.95% | Q4 2025 | Feb 09, 2026 |
| Guinness Asset Management LTD | History | Added to | 15,631 | 943 | 0.02% | 0.01% | 293 | +3,430 | 28.11% | Q4 2025 | Feb 09, 2026 |
| Investment Management Corp of Ontario | History | Added to | 15,915 | 940 | 0.01% | 0.01% | 294 | +4,892 | 44.38% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 15,896 | 939 | 0.0% | — | 295 | +15,896 | New | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,720 | 929 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,637 | 924 | 0.0% | 0.0% | 297 | +184 | 1.19% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 15,445 | 912 | 0.35% | 0.42% | 298 | -687 | -4.26% | Q4 2025 | Jan 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 15,262 | 904 | 0.0% | — | 299 | +15,262 | New | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 15,235 | 900 | 0.0% | 0.0% | 300 | +1,710 | 12.64% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,131 | 894 | 0.05% | 0.06% | 301 | -234 | -1.52% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 14,660 | 866 | 0.0% | 0.0% | 302 | +445 | 3.13% | Q4 2025 | Feb 10, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 14,178 | 838 | 0.13% | 0.14% | 303 | -384 | -2.64% | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 14,066 | 831 | 0.01% | 0.01% | 304 | -3,650 | -20.6% | Q4 2025 | Jan 27, 2026 |
| Legato Capital Management LLC | History | New | 13,879 | 820 | 0.07% | — | 305 | +13,879 | New | Q4 2025 | Feb 06, 2026 |
| National Pension Service | History | Added to | 13,748 | 812 | 0.0% | 0.0% | 306 | +5,938 | 76.03% | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,486 | 797 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASR Vermogensbeheer N.V. | History | Reduced | 13,102 | 774 | 0.01% | 0.01% | 308 | -89 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 13,051 | 771 | 0.07% | 0.06% | 309 | +3,910 | 42.77% | Q4 2025 | Jan 07, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 13,032 | 770 | 0.05% | 0.03% | 310 | +4,280 | 48.9% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,853 | 759 | 0.02% | 0.01% | 311 | +4,479 | 53.49% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 12,840 | 758 | 0.01% | 0.01% | 312 | +4,124 | 47.32% | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,557 | 742 | 0.04% | 0.05% | 313 | +44 | 0.35% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,473 | 737 | 0.02% | 0.02% | 314 | -3,961 | -24.1% | Q4 2025 | Feb 05, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 12,417 | 733 | 0.25% | 0.35% | 315 | -3,949 | -24.13% | Q4 2025 | Feb 09, 2026 |
| Stiles Financial Services Inc | History | Reduced | 12,388 | 732 | 0.23% | 0.25% | 316 | -128 | -1.02% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 12,349 | 730 | 0.0% | 0.0% | 317 | +104 | 0.85% | Q4 2025 | Jan 26, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 12,090 | 726 | 0.0% | — | 318 | +12,090 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,250 | 724 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,226 | 722 | 0.0% | 0.01% | 320 | +310 | 2.6% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 12,071 | 713 | 0.03% | 0.02% | 321 | +136 | 1.14% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,049 | 712 | 0.0% | 0.0% | 322 | -21,940 | -64.55% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,045 | 711 | 0.0% | 0.0% | 323 | -1,523 | -11.22% | Q4 2025 | Jan 30, 2026 |
| Empowered Funds, LLC | History | Reduced | 11,962 | 707 | 0.01% | 0.01% | 324 | -915 | -7.11% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,792 | 697 | 0.01% | 0.01% | 325 | +564 | 5.02% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 11,683 | 690 | 0.1% | 0.09% | 326 | +1,329 | 12.84% | Q4 2025 | Feb 04, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 11,321 | 669 | 0.08% | 0.09% | 327 | -148 | -1.29% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,310 | 668 | 0.02% | 0.01% | 328 | -288 | -2.48% | Q4 2025 | Feb 11, 2026 |
| Gulf International Bank (UK) Ltd | History | No change | 11,257 | 665 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Added to | 11,229 | 663 | 0.0% | 0.0% | 330 | +1,867 | 19.94% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 11,112 | 656 | 0.04% | 0.04% | 331 | +33 | 0.3% | Q4 2025 | Jan 30, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 11,000 | 650 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 10,665 | 630 | 0.06% | 0.06% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 10,516 | 621 | 0.06% | 0.06% | 334 | +3 | 0.03% | Q4 2025 | Jan 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,406 | 615 | 0.0% | 0.0% | 335 | -670 | -6.05% | Q4 2025 | Feb 06, 2026 |
| Siemens Fonds Invest GmbH | History | Added to | 10,177 | 611 | 0.03% | 0.01% | 336 | +7,049 | 225.35% | Q4 2025 | Feb 17, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 10,300 | 608 | 0.08% | 0.09% | 337 | -500 | -4.63% | Q4 2025 | Feb 10, 2026 |
| Rakuten Investment Management, Inc. | History | Reduced | 9,960 | 600 | 0.0% | 0.06% | 338 | -65,548 | -86.81% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 9,813 | 580 | 0.1% | 0.13% | 339 | -566 | -5.45% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 9,600 | 567 | 0.0% | — | 340 | +9,600 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,491 | 561 | 0.23% | 0.23% | 341 | +382 | 4.19% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 9,454 | 558 | 0.02% | 0.03% | 342 | -575 | -5.73% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 9,229 | 556 | 0.03% | — | 343 | +9,229 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,393 | 555 | 0.0% | 0.0% | 344 | +1,726 | 22.51% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,350 | 552 | 0.02% | 0.04% | 345 | -7,885 | -45.75% | Q4 2025 | Jan 14, 2026 |
| North Dakota State Investment Board | History | New | 9,208 | 544 | 0.02% | — | 346 | +9,208 | New | Q4 2025 | Feb 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 9,178 | 542 | 0.06% | 0.07% | 347 | +23 | 0.25% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 9,014 | 532 | 0.03% | 0.03% | 349 | +450 | 5.25% | Q4 2025 | Jan 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,009 | 532 | 0.01% | 0.01% | 348 | +164 | 1.85% | Q4 2025 | Feb 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 9,000 | 531 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Group, LLC | History | No change | 9,000 | 531 | 0.04% | 0.05% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 8,886 | 525 | 0.01% | 0.01% | 352 | -22 | -0.25% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,613 | 509 | 0.0% | 0.01% | 353 | -2,708 | -23.92% | Q4 2025 | Jan 05, 2026 |
| E&G Advisors, LP | History | No change | 8,600 | 508 | 0.11% | 0.13% | 354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Reduced | 8,418 | 497 | 0.0% | 0.0% | 355 | -1,791 | -17.54% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,315 | 491 | 0.0% | 0.0% | 356 | -6,218 | -42.79% | Q4 2025 | Feb 12, 2026 |
| Segment Wealth Management, LLC | History | No change | 8,200 | 484 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 8,158 | 482 | 0.0% | — | 358 | +8,158 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,061 | 476 | 0.02% | 0.04% | 359 | +559 | 7.45% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 7,970 | 471 | 0.0% | 0.0% | 360 | +320 | 4.18% | Q4 2025 | Feb 13, 2026 |
| Cynosure Group, LLC | History | New | 7,770 | 459 | 0.05% | — | 361 | +7,770 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,753 | 458 | 0.0% | 0.01% | 362 | -22,992 | -74.78% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 6,897 | 452 | 0.01% | 0.01% | 363 | -746 | -9.76% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,593 | 448 | 0.0% | — | 364 | +7,593 | New | Q4 2025 | Feb 03, 2026 |
| EdgeRock Capital LLC | History | Reduced | 7,564 | 447 | 0.12% | 0.13% | 365 | -9 | -0.12% | Q4 2025 | Jan 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 7,560 | 446 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,485 | 442 | 0.01% | 0.0% | 367 | +6,574 | 721.62% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,466 | 441 | 0.01% | 0.01% | 368 | -63 | -0.84% | Q4 2025 | Feb 17, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 7,367 | 435 | 0.01% | — | 369 | +7,367 | New | Q4 2025 | Feb 06, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 7,264 | 429 | 0.23% | 0.33% | 371 | -1,785 | -19.73% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,267 | 429 | 0.02% | 0.02% | 370 | +782 | 12.06% | Q4 2025 | Feb 17, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 7,125 | 421 | 0.19% | 0.19% | 372 | +556 | 8.46% | Q4 2025 | Jan 22, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,131 | 421 | 0.02% | 0.03% | 373 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,114 | 420 | 0.0% | 0.0% | 374 | +3,352 | 89.1% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | No change | 7,109 | 420 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keebeck Wealth Management | History | No change | 7,057 | 417 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | No change | 7,029 | 415 | 0.03% | 0.04% | 377 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 7,006 | 414 | 0.07% | — | 378 | +7,006 | New | Q4 2025 | Feb 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 7,000 | 413 | 0.26% | 0.27% | 379 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sagewood Asset Management LP | History | New | 6,905 | 408 | 0.14% | — | 380 | +6,905 | New | Q4 2025 | Feb 17, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 6,849 | 404 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 6,824 | 403 | 0.02% | 0.02% | 382 | -175 | -2.5% | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | Reduced | 6,805 | 402 | 0.0% | 0.0% | 383 | -156 | -2.24% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 6,783 | 400 | 0.01% | 0.01% | 384 | -42 | -0.62% | Q4 2025 | Feb 13, 2026 |
| DMC Group, LLC | History | Added to | 6,762 | 399 | 0.27% | 0.29% | 385 | +168 | 2.55% | Q4 2025 | Jan 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,735 | 398 | 0.01% | 0.02% | 386 | +50 | 0.75% | Q4 2025 | Jan 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,595 | 389 | 0.01% | 0.01% | 387 | +199 | 3.11% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 6,568 | 388 | 0.01% | 0.01% | 388 | -3,801 | -36.66% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Reduced | 6,012 | 383 | 0.01% | 0.01% | 390 | -368 | -5.77% | Q4 2025 | Jan 08, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 6,481 | 383 | 0.02% | 0.02% | 389 | -96 | -1.46% | Q4 2025 | Feb 06, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 6,468 | 382 | 0.08% | 0.1% | 391 | -300 | -4.43% | Q4 2025 | Jan 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 6,397 | 378 | 0.02% | 0.02% | 392 | -85 | -1.31% | Q4 2025 | Feb 02, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 6,365 | 376 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STRS OHIO | History | Added to | 6,265 | 370 | 0.0% | 0.0% | 394 | +12 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,154 | 363 | 0.02% | 0.02% | 395 | -107 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 6,043 | 357 | 0.01% | 0.01% | 397 | +21 | 0.35% | Q4 2025 | Jan 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 6,050 | 357 | 0.08% | 0.08% | 396 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pictet North America Advisors SA | History | No change | 5,950 | 351 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,893 | 348 | 0.01% | 0.01% | 399 | -68 | -1.14% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,856 | 346 | 0.0% | 0.0% | 400 | -1,259 | -17.7% | Q4 2025 | Feb 12, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,824 | 344 | 0.08% | 0.09% | 401 | +151 | 2.66% | Q4 2025 | Jan 30, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 5,800 | 342 | 0.09% | 0.1% | 402 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 5,700 | 336 | 0.0% | 0.0% | 403 | -22,575 | -79.84% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,623 | 332 | 0.02% | 0.02% | 404 | -73 | -1.28% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,566 | 329 | 0.0% | 0.0% | 405 | -3,186 | -36.4% | Q4 2025 | Feb 17, 2026 |
| TOBAM | History | Added to | 5,506 | 325 | 0.08% | 0.0% | 406 | +5,482 | 22841.67% | Q4 2025 | Mar 02, 2026 |
| Advisor OS, LLC | History | Reduced | 5,504 | 325 | 0.03% | 0.03% | 407 | -468 | -7.84% | Q4 2025 | Feb 04, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 5,497 | 324 | 0.02% | 0.02% | 408 | -454 | -7.63% | Q4 2025 | Feb 04, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,473 | 323 | 0.01% | 0.01% | 409 | -436 | -7.38% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,438 | 321 | 0.0% | 0.0% | 410 | -1,225 | -18.39% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | New | 5,385 | 318 | 0.0% | — | 411 | +5,385 | New | Q4 2025 | Jan 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,363 | 317 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 5,343 | 315 | 0.04% | 0.05% | 413 | -471 | -8.1% | Q4 2025 | Feb 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 5,309 | 313 | 0.0% | 0.0% | 415 | +2,006 | 60.73% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 5,299 | 313 | 0.03% | 0.05% | 414 | -1,937 | -26.77% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,200 | 307 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | Added to | 5,161 | 305 | 0.0% | 0.0% | 417 | +212 | 4.28% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,139 | 303 | 0.01% | 0.01% | 418 | -6 | -0.12% | Q4 2025 | Feb 05, 2026 |
| KRS Capital Management, LLC | History | No change | 5,120 | 302 | 0.17% | 0.19% | 419 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,059 | 299 | 0.0% | 0.0% | 420 | +2,227 | 78.64% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,000 | 295 | 0.02% | 0.03% | 421 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,933 | 291 | 0.1% | 0.11% | 422 | -288 | -5.52% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 4,915 | 290 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Jump Financial, LLC | History | New | 4,873 | 288 | 0.0% | — | 424 | +4,873 | New | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,844 | 286 | 0.03% | 0.06% | 425 | -2,813 | -36.74% | Q4 2025 | Jan 22, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 4,686 | 276 | 0.0% | 0.0% | 426 | -6,173 | -56.85% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,672 | 276 | 0.01% | 0.01% | 427 | -145 | -3.01% | Q4 2025 | Jan 09, 2026 |
| Havemeyer Place LP | History | New | 4,645 | 274 | 0.05% | — | 428 | +4,645 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,586 | 271 | 0.0% | 0.0% | 429 | +2,797 | 156.34% | Q4 2025 | Jan 23, 2026 |
| Vestcor Inc | History | No change | 4,543 | 269 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,549 | 268 | 0.0% | — | 431 | +4,549 | New | Q4 2025 | Feb 17, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 4,510 | 266 | 0.09% | 0.1% | 432 | -176 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Herold Advisors, Inc. | History | No change | 4,500 | 265 | 0.06% | 0.07% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 4,431 | 261 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,406 | 260 | 0.09% | 0.09% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 4,415 | 260 | 0.18% | 0.2% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PMG Family Office LLC | History | No change | 4,409 | 260 | 0.3% | 0.31% | 437 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 4,385 | 259 | 0.0% | 0.0% | 438 | +601 | 15.88% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,361 | 257 | 0.0% | 0.0% | 439 | -139 | -3.09% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 4,332 | 256 | 0.01% | 0.01% | 440 | +178 | 4.29% | Q4 2025 | Feb 19, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 4,253 | 251 | 0.16% | 0.19% | 442 | -275 | -6.07% | Q4 2025 | Jan 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 4,250 | 251 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mirador Capital Partners LP | History | Reduced | 4,059 | 239 | 0.03% | 0.04% | 443 | -64 | -1.55% | Q4 2025 | Jan 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 4,008 | 236 | 0.08% | — | 444 | +4,008 | New | Q4 2025 | Jan 20, 2026 |
| UniSuper Management Pty Ltd | History | No change | 4,000 | 236 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fielder Capital Group LLC | History | New | 3,984 | 235 | 0.05% | — | 446 | +3,984 | New | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,929 | 232 | 0.0% | 0.0% | 447 | +6 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 3,914 | 231 | 0.0% | 0.0% | 448 | +77 | 2.01% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | No change | 3,874 | 228 | 0.0% | 0.01% | 449 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,839 | 226 | 0.0% | 0.0% | 450 | +444 | 13.08% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 3,819 | 225 | 0.01% | — | 451 | +3,819 | New | Q4 2025 | Feb 05, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,805 | 224 | 0.05% | 0.06% | 452 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Money Management Services LLC | History | New | 3,760 | 222 | 0.15% | — | 453 | +3,760 | New | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,735 | 220 | 0.02% | 0.02% | 454 | -723 | -16.22% | Q4 2025 | Feb 03, 2026 |
| Callan Family Office, LLC | History | Added to | 3,712 | 219 | 0.0% | 0.01% | 455 | +108 | 3.0% | Q4 2025 | Feb 12, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 3,696 | 218 | 0.07% | 0.06% | 456 | +317 | 9.38% | Q4 2025 | Feb 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 3,673 | 217 | 0.01% | 0.01% | 458 | +217 | 6.28% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,680 | 217 | 0.01% | 0.01% | 459 | -46 | -1.23% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,736 | 217 | 0.0% | 0.0% | 457 | -10 | -0.27% | Q4 2025 | Feb 04, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 3,665 | 216 | 0.08% | 0.09% | 460 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Reduced | 3,631 | 214 | 0.0% | 0.0% | 461 | -2,218 | -37.92% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 3,625 | 214 | 0.01% | 0.01% | 463 | +142 | 4.08% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 3,572 | 214 | 0.0% | 0.0% | 462 | -19 | -0.53% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | New | 3,606 | 213 | 0.0% | — | 464 | +3,606 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,600 | 212 | 0.02% | 0.03% | 465 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 3,335 | 208 | 0.0% | 0.0% | 466 | +83 | 2.55% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,465 | 204 | 0.0% | 0.0% | 467 | -2,364 | -40.56% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,443 | 203 | 0.0% | 0.0% | 468 | +3,002 | 680.73% | Q4 2025 | Jan 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,435 | 203 | 0.0% | 0.0% | 469 | -364 | -9.58% | Q4 2025 | Jan 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,419 | 202 | 0.0% | 0.0% | 472 | -4,101 | -54.53% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,422 | 202 | 0.03% | — | 471 | +3,422 | New | Q4 2025 | Feb 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 3,425 | 202 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TCW GROUP INC | History | New | 3,390 | 200 | 0.0% | — | 473 | +3,390 | New | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 3,400 | 200 | 0.06% | 0.06% | 474 | +23 | 0.68% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Reduced | 3,370 | 199 | 0.01% | 0.01% | 475 | -1,279 | -27.51% | Q4 2025 | Jan 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,312 | 195 | 0.15% | — | 476 | +3,312 | New | Q4 2025 | Mar 05, 2026 |
| Towne Trust Company, N.A | History | No change | 3,000 | 177 | 0.06% | 0.06% | 477 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 2,949 | 174 | 0.0% | 0.0% | 478 | +14 | 0.48% | Q4 2025 | Feb 06, 2026 |
| Western Pacific Wealth Management, LP | History | Reduced | 2,849 | 168 | 0.16% | 0.2% | 479 | -507 | -15.11% | Q4 2025 | Feb 04, 2026 |
| Tower View Wealth Management LLC | History | Added to | 2,258 | 133 | 0.07% | 0.07% | 480 | +15 | 0.67% | Q4 2025 | Jan 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 2,210 | 130 | 0.0% | 0.01% | 482 | -3,640 | -62.22% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 2,216 | 130 | 0.0% | 0.0% | 481 | -379 | -14.61% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,181 | 128 | 0.01% | — | 483 | +2,181 | New | Q4 2025 | Feb 13, 2026 |
| Wellington Shields & Co., LLC | History | No change | 2,098 | 124 | 0.03% | 0.03% | 484 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 2,100 | 124 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,045 | 120 | 0.0% | 0.0% | 486 | +118 | 6.12% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | New | 2,014 | 119 | 0.01% | — | 487 | +2,014 | New | Q4 2025 | Jan 16, 2026 |
| AlphaQuest LLC | History | Added to | 1,940 | 114 | 0.01% | 0.01% | 488 | +660 | 51.56% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,790 | 105 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,771 | 104 | 0.0% | 0.0% | 490 | -16 | -0.9% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,759 | 103 | 0.0% | 0.0% | 491 | -495 | -21.96% | Q4 2025 | Feb 12, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 1,700 | 100 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,665 | 98 | 0.0% | 0.0% | 493 | +87 | 5.51% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,627 | 97 | 0.0% | 0.01% | 494 | +164 | 11.21% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,571 | 92 | 0.0% | 0.0% | 495 | -5 | -0.32% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | New | 1,533 | 90 | 0.0% | — | 496 | +1,533 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,520 | 89 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 1,443 | 85 | 0.04% | 0.07% | 498 | -639 | -30.69% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,403 | 82 | 0.0% | 0.0% | 499 | +1,010 | 257.0% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,377 | 81 | 0.0% | 0.0% | 500 | +46 | 3.46% | Q4 2025 | Feb 10, 2026 |
| Gold Investment Management Ltd. | History | No change | 1,382 | 81 | 0.03% | 0.03% | 501 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,343 | 79 | 0.0% | 0.0% | 502 | -244 | -15.37% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,327 | 78 | 0.0% | 0.0% | 503 | +5 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,283 | 75 | 0.01% | — | 504 | +1,283 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 1,196 | 70 | 0.0% | — | 505 | +1,196 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 1,088 | 64 | 0.01% | 0.01% | 506 | +121 | 12.51% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,120 | 63 | 0.0% | — | 507 | +1,120 | New | Q4 2025 | Feb 11, 2026 |
| OSSIAM | History | Reduced | 1,067 | 63 | 0.0% | 0.0% | 508 | -400 | -27.27% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,016 | 60 | 0.01% | 0.01% | 509 | -1,064 | -51.15% | Q4 2025 | Jan 26, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Reduced | 1,019 | 60 | 0.0% | 0.0% | 510 | -339 | -24.96% | Q4 2025 | Feb 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,003 | 59 | 0.04% | 0.04% | 511 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 995 | 58 | 0.04% | 0.04% | 512 | +2 | 0.2% | Q4 2025 | Jan 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 955 | 56 | 0.02% | 0.02% | 513 | +321 | 50.63% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 949 | 56 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,250 | 55 | 0.0% | 0.01% | 515 | -1,000 | -23.53% | Q4 2025 | Jan 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 882 | 52 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 865 | 51 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 811 | 47 | 0.0% | 0.0% | 518 | -190 | -18.98% | Q4 2025 | Jan 22, 2026 |
| Community Bank, N.A. | History | No change | 772 | 45 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 721 | 42 | 0.0% | — | 521 | +721 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 712 | 42 | 0.0% | 0.0% | 520 | +139 | 24.26% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 708 | 41 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| S&T BANK/PA | History | Added to | 630 | 37 | 0.01% | 0.0% | 523 | +428 | 211.88% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 642 | 37 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 620 | 36 | 0.0% | 0.0% | 525 | +39 | 6.71% | Q4 2025 | Jan 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 597 | 35 | 0.0% | 0.0% | 528 | -105 | -14.96% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 600 | 35 | 0.0% | 0.0% | 527 | +50 | 9.09% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 607 | 35 | 0.0% | 0.0% | 526 | +7 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 541 | 32 | 0.0% | 0.01% | 529 | -48 | -8.15% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 399 | 24 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 319 | 18 | 0.0% | 0.0% | 531 | -328 | -50.7% | Q4 2025 | Feb 12, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 312 | 18 | 0.01% | 0.0% | 532 | +137 | 78.29% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Added to | 308 | 18 | 0.0% | 0.0% | 534 | +50 | 19.38% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quattro Advisors LLC | History | New | 293 | 17 | 0.01% | — | 536 | +293 | New | Q4 2025 | Feb 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 297 | 17 | 0.0% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 275 | 16 | 0.0% | 0.01% | 539 | +161 | 141.23% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 274 | 16 | 0.0% | 0.0% | 537 | -2 | -0.72% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 273 | 16 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Reduced | 59 | 15 | 0.0% | 0.0% | 540 | -4 | -6.35% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 261 | 15 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Raiffeisen Bank International AG | History | No change | 262 | 15 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 250 | 14 | 0.0% | 0.0% | 545 | -32 | -11.35% | Q4 2025 | Jan 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 242 | 14 | 0.0% | 0.0% | 543 | +2 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Clearstead Trust, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 227 | 13 | 0.01% | — | 548 | +227 | New | Q4 2025 | Jan 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 230 | 13 | 0.0% | 0.0% | 547 | +35 | 17.95% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 228 | 13 | 0.0% | 0.0% | 546 | +23 | 11.22% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 199 | 11 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Berbice Capital Management LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 199 | 10 | 0.0% | — | 554 | +199 | New | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 190 | 10 | 0.0% | 0.0% | 552 | +47 | 32.87% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 170 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Blue Trust, Inc. | History | Added to | 168 | 9 | 0.0% | 0.0% | 555 | +43 | 34.4% | Q4 2025 | Jan 16, 2026 |
| Modus Advisors, LLC | History | New | 148 | 8 | 0.0% | — | 557 | +148 | New | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 138 | 8 | 0.0% | — | 559 | +138 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 148 | 8 | 0.0% | 0.0% | 556 | +43 | 40.95% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Reduced | 147 | 8 | 0.0% | 0.0% | 558 | -24 | -14.04% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 122 | 7 | 0.0% | 0.0% | 560 | +11 | 9.91% | Q4 2025 | Jan 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 120 | 7 | 0.0% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clark Wealth Partners | History | No change | 130 | 7 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 116 | 6 | 0.0% | — | 564 | +116 | New | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 102 | 6 | 0.0% | 0.0% | 563 | -5 | -4.67% | Q4 2025 | Feb 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 103 | 6 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quent Capital, LLC | History | Added to | 92 | 5 | 0.0% | 0.0% | 568 | +70 | 318.18% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Added to | 97 | 5 | 0.0% | 0.0% | 567 | +58 | 148.72% | Q4 2025 | Feb 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 101 | 5 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Added to | 79 | 4 | 0.0% | 0.0% | 569 | +11 | 16.18% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Reduced | 64 | 3 | 0.0% | 0.01% | 575 | -455 | -87.67% | Q4 2025 | Feb 13, 2026 |
| Battery Global Advisors, LLC | History | New | 65 | 3 | 0.0% | — | 572 | +65 | New | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | New | 63 | 3 | 0.0% | — | 576 | +63 | New | Q4 2025 | Jan 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 57 | 3 | 0.0% | — | 574 | +57 | New | Q4 2025 | Jan 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 51 | 3 | 0.0% | — | 578 | +51 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 53 | 3 | 0.0% | 0.0% | 573 | +25 | 89.29% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 571 | +24 | 85.71% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 55 | 3 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 48 | 2 | 0.0% | — | 580 | +48 | New | Q4 2025 | Mar 04, 2026 |
| Rossby Financial, LCC | History | New | 39 | 2 | 0.0% | — | 585 | +39 | New | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | New | 35 | 2 | 0.0% | — | 579 | +35 | New | Q4 2025 | Jan 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 47 | 2 | 0.0% | 0.0% | 582 | -6 | -11.32% | Q4 2025 | Jan 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 581 | -4 | -9.09% | Q4 2025 | Jan 08, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 40 | 2 | 0.0% | 0.0% | 584 | +2 | 5.26% | Q4 2025 | Feb 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Benson Wealth Management INC | History | New | 33 | 1 | 0.0% | — | 599 | +33 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 25 | 1 | 0.0% | — | 598 | +25 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | New | 24 | 1 | 0.0% | — | 589 | +24 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 24 | 1 | 0.0% | — | 594 | +24 | New | Q4 2025 | Feb 03, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 21 | 1 | 0.0% | — | 593 | +21 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 596 | -10 | -28.57% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 591 | +2 | 8.7% | Q4 2025 | Feb 02, 2026 |
| Johnson Financial Group, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 31 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFS Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cromwell Holdings LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hughes Financial Services, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 3.13% | — | -1,076,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -718,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.58% | — | -670,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polaris Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -578,600 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Prana Capital Management, LP | History | Closed out | 0 | 0 | — | 0.29% | — | -140,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.06% | — | -83,100 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.24% | — | -80,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.43% | — | -71,565 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -65,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.19% | — | -60,635 | -100.0% | Q3 2025 | Oct 28, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -55,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -45,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Generali Asset Management SPA SGR | History | Closed out | 0 | 0 | — | 0.04% | — | -30,518 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWIN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.21% | — | -26,301 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.31% | — | -24,288 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -24,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -20,206 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Impax Asset Management Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -16,691 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.48% | — | -14,847 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -11,703 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -9,400 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -9,125 | -100.0% | Q3 2025 | Oct 28, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -8,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,936 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -7,927 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,740 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,720 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,325 | -100.0% | Q3 2025 | Oct 07, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,634 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Volterra Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,528 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Center For Asset Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,586 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,512 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Stamos Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,425 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,414 | -100.0% | Q3 2025 | Nov 06, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -4,111 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,077 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,974 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Vinva Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,469 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Guardian Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,323 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Beckerman Institutional, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,291 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fortress Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,285 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -3,250 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lafayette Investments, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,190 | -100.0% | Q3 2025 | Oct 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,844 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,759 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,284 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,758 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,594 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -690 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -568 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bernard Wealth Management Corp. | History | New | 500 | 0 | — | — | — | +500 | New | Q4 2025 | Jan 15, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -439 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Oct 15, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cornerstone Financial Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Private Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 03, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dunhill Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HFM Investment Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -4 | -21.05% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Jan 28, 2026 |
| Elyxium Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| American Capital Advisory, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROFFITT & GOODSON INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crewe Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quaker Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seneschal Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BIRCHBROOK, INC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |