CHOICE HOTELS INTERNATIONAL INC /DE - CHH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | History | Added to | 7,386,575 | 703,645 | 1.91% | 1.52% | 1 | +2,026,679 | 37.81% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 3,478,422 | 331,354 | 0.02% | 0.02% | 2 | -354,524 | -9.25% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,977,478 | 283,634 | 0.76% | 0.96% | 3 | -725,492 | -19.59% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,331,972 | 222,143 | 0.0% | 0.0% | 4 | +27,032 | 1.17% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,147,139 | 204,536 | 0.0% | 0.0% | 5 | +81,680 | 3.95% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | Reduced | 991,405 | 94,441 | 0.71% | 0.82% | 6 | -55,379 | -5.29% | Q4 2025 | Jan 28, 2026 |
| STATE STREET CORP | History | Reduced | 709,480 | 67,585 | 0.0% | 0.0% | 7 | -15,533 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Rock Creek Group, LP | History | Reduced | 694,079 | 66,117 | 7.41% | 8.34% | 8 | -47,000 | -6.34% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 627,826 | 59,808 | 0.01% | 0.01% | 9 | -3,504 | -0.56% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 574,630 | 54,739 | 0.01% | 0.01% | 10 | +204,146 | 55.1% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 514,026 | 48,966 | 0.07% | 0.01% | 11 | +459,234 | 838.14% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 512,628 | 48,832 | 0.01% | 0.0% | 12 | +308,771 | 151.46% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 455,378 | 43,379 | 0.01% | 0.01% | 13 | -113,946 | -20.01% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 431,916 | 41,150 | 0.0% | 0.0% | 14 | +6,422 | 1.51% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 395,139 | 37,640 | 0.01% | 0.0% | 15 | +104,928 | 36.16% | Q4 2025 | Jan 29, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 355,751 | 33,888 | 0.18% | 0.21% | 16 | -1,217 | -0.34% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 319,000 | 30,387 | 0.06% | 0.0% | 17 | +310,900 | 3838.27% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 303,488 | 28,910 | 0.0% | — | 18 | +303,488 | New | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 280,513 | 26,721 | 0.05% | 45.19% | 19 | +189,464 | 208.09% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 257,911 | 24,568 | 0.0% | 0.0% | 20 | -5,208 | -1.98% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 256,615 | 24,445 | 0.0% | 0.0% | 21 | +4,653 | 1.85% | Q4 2025 | Feb 13, 2026 |
| Erste Asset Management GmbH | History | Added to | 250,000 | 23,815 | 0.2% | 0.2% | 22 | +55,000 | 28.21% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 242,985 | 23,146 | 0.0% | 0.0% | 23 | +95,736 | 65.02% | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 238,406 | 22,710 | 0.01% | 0.02% | 24 | -23,937 | -9.12% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 235,101 | 22,395 | 0.0% | 0.0% | 25 | +20,202 | 9.4% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 231,821 | 22,083 | 0.0% | 0.0% | 26 | -98,169 | -29.75% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 228,335 | 21,751 | 0.01% | 0.01% | 27 | -81,307 | -26.26% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 223,634 | 21,303 | 0.03% | — | 28 | +223,634 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 208,299 | 19,842 | 0.0% | 0.0% | 29 | -144,123 | -40.9% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 194,416 | 18,520 | 0.01% | 0.02% | 30 | -216,683 | -52.71% | Q4 2025 | Feb 17, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 193,444 | 18,427 | 0.38% | 0.38% | 31 | +15,508 | 8.72% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 190,658 | 18,162 | 0.04% | 0.03% | 32 | +87,589 | 84.98% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 186,196 | 17,737 | 0.0% | 0.0% | 33 | -33,251 | -15.15% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 180,288 | 17,174 | 0.01% | 0.01% | 34 | -20,878 | -10.38% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 164,377 | 15,658 | 0.0% | 0.01% | 35 | -92,939 | -36.12% | Q4 2025 | Feb 10, 2026 |
| Sophron Capital Management L.P. | History | Added to | 148,795 | 14,174 | 4.56% | 3.79% | 36 | +33,587 | 29.15% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 131,500 | 12,526 | 0.03% | 0.04% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 122,422 | 11,661 | 0.18% | — | 38 | +122,422 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 116,682 | 11,115 | 0.0% | — | 39 | +116,682 | New | Q4 2025 | Feb 17, 2026 |
| MARKEL GROUP INC. | History | No change | 115,500 | 11,002 | 0.09% | 0.1% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 111,135 | 10,586 | 0.03% | 0.06% | 41 | -51,024 | -31.47% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 110,040 | 10,482 | 0.0% | 0.0% | 42 | +83,142 | 309.1% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 109,952 | 10,474 | 0.04% | 0.02% | 43 | +60,778 | 123.6% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 92,308 | 8,793 | 0.01% | 0.01% | 44 | -20,917 | -18.47% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 92,048 | 8,768 | 0.0% | 0.0% | 45 | -1,037 | -1.11% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 79,333 | 7,557 | 0.01% | 0.01% | 46 | -2,835 | -3.45% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 78,155 | 7,445 | 0.03% | 0.04% | 47 | -34,472 | -30.61% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 76,224 | 7,261 | 0.01% | 0.0% | 48 | +54,836 | 256.39% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 73,371 | 6,989 | 0.01% | 0.02% | 49 | -26,905 | -26.83% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 66,400 | 6,325 | 0.01% | — | 50 | +66,400 | New | Q4 2025 | Feb 13, 2026 |
| Taproot Management LP | History | New | 60,757 | 5,787 | 0.94% | — | 51 | +60,757 | New | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 59,311 | 5,649 | 0.01% | — | 52 | +59,311 | New | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 57,449 | 5,472 | 0.01% | 0.04% | 53 | -203,097 | -77.95% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 55,887 | 5,323 | 0.16% | — | 54 | +55,887 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 54,767 | 5,217 | 0.0% | 0.0% | 55 | +800 | 1.48% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 51,780 | 4,932 | 0.14% | 0.06% | 56 | +20,075 | 63.32% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 48,506 | 4,620 | 0.01% | 0.01% | 57 | +16,377 | 50.97% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 44,597 | 4,248 | 0.0% | 0.0% | 58 | -1,533 | -3.32% | Q4 2025 | Feb 02, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 44,488 | 4,237 | 0.0% | 0.0% | 59 | +1,080 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | Added to | 41,816 | 3,983 | 0.32% | 0.2% | 60 | +17,642 | 72.98% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 40,334 | 3,842 | 0.0% | 0.0% | 61 | -4,920 | -10.87% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 39,900 | 3,800 | 0.0% | 0.0% | 62 | +9,412 | 30.87% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 38,817 | 3,697 | 0.0% | 0.0% | 63 | -2,246 | -5.47% | Q4 2025 | Feb 09, 2026 |
| ALPS ADVISORS INC | History | Reduced | 38,099 | 3,629 | 0.02% | 0.02% | 64 | -2,478 | -6.11% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 37,689 | 3,590 | 0.01% | 0.01% | 65 | +20,305 | 116.8% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 36,026 | 3,431 | 0.1% | 0.13% | 66 | +5,953 | 19.8% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 35,169 | 3,350 | 0.01% | 0.01% | 67 | -7,813 | -18.18% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 35,111 | 3,344 | 0.01% | 0.01% | 68 | +3,547 | 11.24% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 34,805 | 3,315 | 0.09% | 0.38% | 69 | -85,223 | -71.0% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 33,708 | 3,211 | 0.01% | 0.01% | 70 | +6,238 | 22.71% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 31,274 | 2,979 | 0.0% | 0.0% | 71 | +5,149 | 19.71% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 31,235 | 2,975 | 0.0% | 0.0% | 72 | +7,213 | 30.03% | Q4 2025 | Feb 17, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Added to | 31,000 | 2,953 | 1.38% | 0.33% | 73 | +21,000 | 210.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 28,632 | 2,727 | 0.07% | — | 74 | +28,632 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,417 | 2,707 | 0.0% | 0.0% | 75 | +446 | 1.59% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,698 | 2,543 | 0.0% | 0.0% | 76 | +22,174 | 490.14% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,516 | 2,430 | 0.0% | 0.01% | 77 | -12,506 | -32.89% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,858 | 2,367 | 0.0% | 0.0% | 78 | -40,622 | -62.04% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 24,806 | 2,363 | 0.01% | 0.01% | 79 | -183 | -0.73% | Q4 2025 | Jan 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 23,122 | 2,202 | 0.03% | 0.06% | 80 | -6,306 | -21.43% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,965 | 2,187 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,737 | 2,165 | 0.0% | 0.0% | 82 | -1,602 | -6.58% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 22,667 | 2,159 | 0.0% | 0.0% | 83 | -5,358 | -19.12% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 21,600 | 2,057 | 0.01% | 0.04% | 84 | -69,452 | -76.28% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 21,372 | 2,035 | 0.02% | 0.04% | 85 | -6,835 | -24.23% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 21,146 | 2,016 | 0.0% | 0.0% | 86 | +1,927 | 10.03% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Reduced | 20,643 | 1,966 | 0.03% | 1.47% | 87 | -18,702 | -47.53% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 19,234 | 1,832 | 0.12% | 0.17% | 88 | +6,039 | 45.77% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 17,737 | 1,689 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | New | 17,462 | 1,681 | 0.0% | — | 90 | +17,462 | New | Q4 2025 | Mar 20, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 16,147 | 1,538 | 0.73% | 0.73% | 91 | -2,792 | -14.74% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,929 | 1,517 | 0.0% | — | 92 | +15,929 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 15,348 | 1,462 | 0.01% | 0.01% | 93 | +284 | 1.89% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 15,110 | 1,439 | 0.0% | 0.0% | 94 | +2,914 | 23.89% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,851 | 1,414 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,169 | 1,349 | 0.0% | 0.0% | 96 | -706 | -4.75% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 13,651 | 1,300 | 0.04% | 0.06% | 97 | -8,607 | -38.67% | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 13,345 | 1,272 | 0.0% | 0.0% | 98 | -9,000 | -40.28% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 13,000 | 1,238 | 0.02% | 0.0% | 99 | +9,700 | 293.94% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,577 | 1,198 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,280 | 1,169 | 0.01% | 0.01% | 101 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 11,332 | 1,079 | 0.0% | 0.0% | 102 | -827 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,243 | 1,071 | 0.0% | 0.0% | 103 | -398 | -3.42% | Q4 2025 | Mar 09, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | Added to | 11,021 | 1,049 | 0.65% | 0.57% | 104 | +2,298 | 26.34% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,971 | 1,045 | 0.01% | 0.01% | 105 | -2,996 | -21.45% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,931 | 1,041 | 0.0% | 0.0% | 106 | +208 | 1.94% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,705 | 1,019 | 0.01% | 0.01% | 107 | -1,085 | -9.2% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | New | 10,615 | 1,011 | 0.0% | — | 108 | +10,615 | New | Q4 2025 | Feb 18, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,600 | 1,009 | 0.0% | 0.01% | 109 | -518 | -4.66% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,498 | 1,000 | 0.0% | 0.03% | 110 | -44,390 | -80.87% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 10,388 | 989 | 0.01% | 0.02% | 111 | -2,663 | -20.4% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 10,184 | 970 | 0.0% | 0.0% | 112 | -2,072 | -16.91% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,406 | 966 | 0.0% | 0.0% | 113 | -402 | -4.1% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,836 | 936 | 0.0% | 0.0% | 114 | +2,644 | 36.76% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,646 | 919 | 0.01% | 0.01% | 115 | -521 | -5.12% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,640 | 918 | 0.0% | 0.0% | 116 | -200 | -2.03% | Q4 2025 | Jan 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,337 | 889 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 9,174 | 873 | 0.02% | 0.02% | 118 | +112 | 1.24% | Q4 2025 | Feb 04, 2026 |
| VARCOV Co. | History | New | 9,113 | 868 | 0.34% | — | 119 | +9,113 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 9,095 | 866 | 0.0% | 0.0% | 120 | +6,257 | 220.47% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,875 | 845 | 0.01% | 0.01% | 121 | -5,195 | -36.92% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 8,825 | 840 | 0.0% | 0.01% | 122 | -3,010 | -25.43% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,711 | 829 | 0.0% | 0.0% | 123 | +437 | 5.28% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,700 | 828 | 0.0% | 0.0% | 124 | +400 | 4.82% | Q4 2025 | Jan 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,602 | 819 | 0.01% | 0.01% | 125 | -944 | -9.89% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,311 | 792 | 0.0% | 0.01% | 126 | -9,996 | -54.6% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | Added to | 8,221 | 783 | 0.0% | 0.0% | 127 | +311 | 3.93% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,156 | 776 | 0.0% | 0.0% | 128 | -243 | -2.89% | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Reduced | 7,758 | 739 | 0.0% | 0.0% | 129 | -481 | -5.84% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 7,728 | 736 | 0.0% | — | 130 | +7,728 | New | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | New | 7,701 | 731 | 0.0% | — | 131 | +7,701 | New | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,351 | 700 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONNABLE OFFICE INC | History | No change | 7,200 | 685 | 0.06% | 0.07% | 133 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | Reduced | 7,104 | 676 | 0.04% | 0.06% | 134 | -2,380 | -25.09% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,485 | 674 | 0.01% | 0.01% | 135 | -76 | -1.16% | Q4 2025 | Jan 21, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 6,198 | 670 | 0.15% | 0.16% | 136 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,014 | 668 | 0.06% | — | 137 | +7,014 | New | Q4 2025 | Feb 17, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 6,717 | 639 | 0.35% | 0.38% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,546 | 623 | 0.01% | 0.0% | 139 | +3,947 | 151.87% | Q4 2025 | Feb 13, 2026 |
| Masterton Capital Management, LP | History | New | 6,500 | 619 | 0.43% | — | 140 | +6,500 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 5,962 | 567 | 0.01% | 0.01% | 141 | +3,779 | 173.11% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,862 | 558 | 0.01% | 0.03% | 142 | -5,285 | -47.41% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,700 | 543 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,700 | 542 | 0.01% | 0.01% | 144 | -100 | -1.72% | Q4 2025 | Jan 16, 2026 |
| Walleye Capital LLC | History | New | 5,682 | 541 | 0.0% | — | 145 | +5,682 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,653 | 538 | 0.0% | 0.0% | 146 | +43 | 0.77% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 5,292 | 504 | 0.0% | — | 147 | +5,292 | New | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,270 | 502 | 0.02% | 0.02% | 148 | -1,014 | -16.14% | Q4 2025 | Jan 06, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,196 | 494 | 0.01% | 0.01% | 149 | -12,081 | -69.93% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,172 | 492 | 0.0% | 0.0% | 150 | -132 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | New | 5,159 | 491 | 0.12% | — | 151 | +5,159 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 4,932 | 469 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 4,910 | 467 | 0.0% | 0.0% | 153 | +1,993 | 68.32% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,863 | 463 | 0.0% | 0.0% | 154 | +491 | 11.23% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 4,737 | 451 | 0.0% | 0.0% | 155 | +1,356 | 40.11% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,693 | 447 | 0.0% | 0.0% | 157 | +2,149 | 84.47% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,707 | 447 | 0.0% | 0.0% | 156 | -94 | -1.96% | Q4 2025 | Feb 05, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 4,653 | 443 | 0.15% | 0.19% | 158 | -154 | -3.2% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 4,624 | 440 | 0.01% | 0.01% | 159 | +18 | 0.39% | Q4 2025 | Feb 05, 2026 |
| Lotus Technology Management, LP | History | New | 4,499 | 428 | 0.24% | — | 160 | +4,499 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | New | 4,431 | 422 | 0.02% | — | 162 | +4,431 | New | Q4 2025 | Feb 11, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 4,433 | 422 | 0.01% | 0.01% | 161 | -476 | -9.7% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,413 | 420 | 0.01% | 0.0% | 163 | +4,074 | 1201.77% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,400 | 419 | 0.0% | — | 164 | +4,400 | New | Q4 2025 | Feb 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 4,236 | 403 | 0.13% | 0.15% | 165 | +13 | 0.31% | Q4 2025 | Jan 20, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,162 | 396 | 0.06% | — | 166 | +4,162 | New | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,161 | 396 | 0.0% | 0.0% | 167 | +518 | 14.22% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 4,143 | 394 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caprock Group, LLC | History | Reduced | 4,131 | 393 | 0.01% | 0.01% | 169 | -633 | -13.29% | Q4 2025 | Jan 28, 2026 |
| R Squared Ltd | History | Reduced | 4,000 | 381 | 0.18% | 0.24% | 170 | -1,285 | -24.31% | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,999 | 380 | 0.0% | 0.0% | 171 | -421 | -9.52% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | New | 3,918 | 373 | 0.01% | — | 172 | +3,918 | New | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,890 | 370 | 0.04% | 0.05% | 173 | -824 | -17.48% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,849 | 366 | 0.0% | 0.0% | 174 | +354 | 10.13% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,790 | 361 | 0.0% | 0.0% | 175 | -78 | -2.02% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,789 | 360 | 0.01% | 0.01% | 176 | -85 | -2.19% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,634 | 346 | 0.0% | 0.0% | 177 | -24 | -0.66% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 3,544 | 338 | 0.0% | 0.0% | 178 | +220 | 6.62% | Q4 2025 | Jan 26, 2026 |
| AXQ CAPITAL, LP | History | New | 3,500 | 333 | 0.08% | — | 179 | +3,500 | New | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 3,492 | 332 | 0.01% | 0.02% | 180 | -5,782 | -62.35% | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | New | 3,383 | 322 | 0.02% | — | 181 | +3,383 | New | Q4 2025 | Jan 21, 2026 |
| PharVision Advisers, LLC | History | Added to | 3,282 | 312 | 0.16% | 0.13% | 183 | +1,141 | 53.29% | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 3,283 | 312 | 0.0% | 0.0% | 182 | +400 | 13.87% | Q4 2025 | Feb 17, 2026 |
| Morningstar Investment Management LLC | History | No change | 3,257 | 310 | 0.02% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | Reduced | 3,241 | 308 | 0.0% | 0.0% | 185 | -234 | -6.73% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,165 | 301 | 0.0% | 0.0% | 186 | -9,000 | -73.98% | Q4 2025 | Feb 12, 2026 |
| LVW Advisors, LLC | History | Reduced | 3,159 | 300 | 0.03% | 0.05% | 187 | -1,150 | -26.69% | Q4 2025 | Jan 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,133 | 298 | 0.0% | 0.0% | 188 | -600 | -16.07% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,016 | 287 | 0.0% | 0.0% | 189 | -1,756 | -36.8% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,975 | 283 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 2,868 | 273 | 0.0% | 0.0% | 191 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 2,868 | 273 | 0.08% | 0.09% | 192 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ethic Inc. | History | New | 2,862 | 272 | 0.0% | — | 193 | +2,862 | New | Q4 2025 | Feb 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 2,823 | 268 | 0.01% | — | 194 | +2,823 | New | Q4 2025 | Feb 12, 2026 |
| Procyon Advisors, LLC | History | No change | 2,792 | 265 | 0.01% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,700 | 257 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Inscription Capital, LLC | History | New | 2,645 | 251 | 0.03% | — | 197 | +2,645 | New | Q4 2025 | Jan 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,523 | 240 | 0.01% | — | 198 | +2,523 | New | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 2,519 | 239 | 0.0% | 0.0% | 199 | -7,177 | -74.02% | Q4 2025 | Feb 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,507 | 238 | 0.0% | — | 200 | +2,507 | New | Q4 2025 | Feb 18, 2026 |
| Blueshift Asset Management, LLC | History | New | 2,452 | 233 | 0.07% | — | 201 | +2,452 | New | Q4 2025 | Feb 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 2,444 | 232 | 0.02% | — | 202 | +2,444 | New | Q4 2025 | Feb 05, 2026 |
| Amundi | History | New | 2,410 | 229 | 0.0% | — | 203 | +2,410 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 2,294 | 218 | 0.1% | 0.13% | 204 | -400 | -14.85% | Q4 2025 | Jan 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 2,257 | 215 | 0.01% | 0.04% | 205 | -6,966 | -75.53% | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 2,247 | 214 | 0.05% | — | 206 | +2,247 | New | Q4 2025 | Feb 26, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,235 | 212 | 0.04% | 0.07% | 207 | -44 | -1.93% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,216 | 211 | 0.0% | 0.0% | 208 | +1,653 | 293.61% | Q4 2025 | Mar 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,195 | 209 | 0.0% | 0.0% | 209 | -257 | -10.48% | Q4 2025 | Feb 12, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,189 | 208 | 0.06% | 0.07% | 210 | -43 | -1.93% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,163 | 206 | 0.0% | 0.0% | 211 | +28 | 1.31% | Q4 2025 | Feb 09, 2026 |
| LRT Capital Management, LLC | History | New | 2,122 | 202 | 0.17% | — | 212 | +2,122 | New | Q4 2025 | Feb 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 2,117 | 201 | 0.11% | 0.13% | 213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,066 | 196 | 0.0% | 0.0% | 214 | -195 | -8.62% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,938 | 184 | 0.0% | 0.0% | 215 | -505 | -20.67% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,662 | 158 | 0.0% | 0.0% | 216 | -184 | -9.97% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 1,521 | 144 | 0.0% | 0.0% | 217 | +6 | 0.4% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,500 | 142 | 0.0% | 0.0% | 218 | -46 | -2.98% | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 1,447 | 137 | 0.01% | 0.0% | 219 | -100 | -6.46% | Q4 2025 | Feb 04, 2026 |
| AlphaQuest LLC | History | Reduced | 1,313 | 125 | 0.01% | 0.02% | 220 | -1,479 | -52.97% | Q4 2025 | Feb 09, 2026 |
| Vestcor Inc | History | No change | 1,195 | 114 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 1,184 | 112 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,171 | 111 | 0.0% | 0.0% | 223 | -4 | -0.34% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,107 | 105 | 0.0% | 0.0% | 224 | +429 | 63.27% | Q4 2025 | Feb 09, 2026 |
| WEXFORD CAPITAL LP | History | New | 1,095 | 104 | 0.02% | — | 225 | +1,095 | New | Q4 2025 | Feb 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,004 | 95 | 0.03% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 950 | 90 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KBC Group NV | History | No change | 876 | 83 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 836 | 79 | 0.0% | 0.0% | 229 | +721 | 626.96% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 789 | 75 | 0.0% | 0.01% | 230 | -1,242 | -61.15% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 744 | 70 | 0.01% | 0.02% | 231 | -194 | -20.68% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 714 | 67 | 0.0% | 0.0% | 232 | -353 | -33.08% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 699 | 66 | 0.0% | 0.0% | 233 | -527 | -42.99% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 648 | 61 | 0.0% | 0.0% | 234 | +1 | 0.15% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 620 | 59 | 0.01% | 0.0% | 236 | +518 | 507.84% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 625 | 59 | 0.0% | 0.0% | 235 | +35 | 5.93% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 548 | 52 | 0.0% | 0.0% | 237 | +169 | 44.59% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 523 | 49 | 0.0% | 0.0% | 238 | +236 | 82.23% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 512 | 48 | 0.0% | 0.0% | 239 | -583 | -53.24% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 488 | 46 | 0.0% | 0.0% | 241 | -178 | -26.73% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 492 | 46 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 453 | 43 | 0.0% | — | 242 | +453 | New | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 455 | 43 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bayforest Capital Ltd | History | New | 444 | 42 | 0.03% | — | 244 | +444 | New | Q4 2025 | Jan 27, 2026 |
| DV Trading LLC | History | New | 400 | 38 | 0.0% | — | 246 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 405 | 38 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| UMB Bank, n.a. | History | Added to | 391 | 37 | 0.0% | — | 248 | +385 | 6416.67% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 392 | 37 | 0.0% | 0.0% | 247 | +171 | 77.38% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 334 | 34 | 0.0% | 0.0% | 249 | -7 | -2.05% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 343 | 32 | 0.0% | 0.0% | 250 | +10 | 3.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 315 | 30 | 0.0% | — | 252 | +315 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 291 | 30 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Eagle Bay Advisors LLC | History | New | 291 | 27 | 0.02% | — | 254 | +291 | New | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 288 | 27 | 0.0% | — | 255 | +288 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 293 | 27 | 0.0% | 0.0% | 253 | -167 | -36.3% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 232 | 22 | 0.0% | 0.0% | 256 | -854 | -78.64% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 240 | 22 | 0.0% | 0.0% | 257 | -34 | -12.41% | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | Reduced | 222 | 21 | 0.0% | 0.01% | 258 | -134 | -37.64% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 200 | 19 | 0.0% | 0.0% | 260 | +143 | 250.88% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | Added to | 208 | 19 | 0.01% | 0.01% | 261 | +8 | 4.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 19 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 163 | 15 | 0.0% | 0.0% | 262 | +75 | 85.23% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 153 | 15 | 0.0% | 0.0% | 263 | +68 | 80.0% | Q4 2025 | Jan 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 164 | 15 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 153 | 14 | 0.01% | — | 265 | +153 | New | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 118 | 11 | 0.0% | 0.18% | 267 | -3,218 | -96.46% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 124 | 11 | 0.0% | 0.0% | 266 | +107 | 629.41% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 106 | 10 | 0.0% | 0.0% | 268 | -161 | -60.3% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 113 | 10 | 0.0% | 0.0% | 270 | -134 | -54.25% | Q4 2025 | Jan 05, 2026 |
| Quent Capital, LLC | History | Reduced | 107 | 10 | 0.0% | 0.0% | 269 | -102 | -48.8% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 107 | 9 | 0.0% | — | 272 | +107 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 102 | 9 | 0.0% | — | 274 | +102 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 101 | 9 | 0.0% | — | 275 | +101 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 92 | 9 | 0.0% | 0.0% | 271 | -3 | -3.16% | Q4 2025 | Feb 05, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 100 | 9 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 88 | 8 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 64 | 6 | 0.0% | 0.0% | 277 | +13 | 25.49% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 60 | 5 | 0.0% | 0.0% | 279 | -1,172 | -95.13% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 62 | 5 | 0.0% | — | 280 | +62 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 53 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 44 | 4 | 0.0% | 0.01% | 287 | -143 | -76.47% | Q4 2025 | Mar 03, 2026 |
| High Note Wealth, LLC | History | New | 52 | 4 | 0.0% | — | 285 | +52 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 50 | 4 | 0.0% | 0.0% | 284 | +36 | 257.14% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 43 | 4 | 0.0% | 0.0% | 286 | +10 | 30.3% | Q4 2025 | Jan 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 50 | 4 | 0.0% | 0.0% | 282 | +6 | 13.64% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 50 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 40 | 3 | 0.0% | — | 289 | +39 | 3900.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | New | 38 | 3 | 0.0% | — | 290 | +38 | New | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 288 | +15 | 60.0% | Q4 2025 | Jan 15, 2026 |
| Key FInancial Inc | History | No change | 41 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | No change | 32 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 29 | 2 | 0.0% | — | 295 | +29 | New | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 24 | 2 | 0.0% | — | 300 | +24 | New | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 298 | -10 | -28.57% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 21 | 2 | 0.0% | 0.0% | 294 | +9 | 75.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 27 | 2 | 0.0% | 0.0% | 297 | +2 | 8.0% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 293 | -1 | -5.88% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 29 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 309 | -40 | -70.18% | Q4 2025 | Feb 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 19 | 1 | 0.0% | — | 308 | +19 | New | Q4 2025 | Jan 09, 2026 |
| Salomon & Ludwin, LLC | History | New | 17 | 1 | 0.0% | — | 306 | +17 | New | Q4 2025 | Jan 28, 2026 |
| SouthState Bank Corp | History | New | 15 | 1 | 0.0% | — | 301 | +15 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 14 | 1 | 0.0% | — | 310 | +14 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 11 | 1 | 0.0% | — | 303 | +11 | New | Q4 2025 | Feb 23, 2026 |
| CX Institutional | History | New | 11 | 1 | 0.0% | — | 305 | +11 | New | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Added to | 12 | 1 | 0.0% | — | 304 | +7 | 140.0% | Q4 2025 | Jan 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 19 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -231,245 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -130,949 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -38,422 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -29,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.09% | — | -22,988 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,957 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.45% | — | -22,630 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.03% | — | -19,642 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -18,447 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -16,800 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aurora Investment Managers, LLC. | History | Closed out | 0 | 0 | — | 0.7% | — | -11,984 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,393 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.11% | — | -5,958 | -100.0% | Q3 2025 | Feb 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -5,758 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,287 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,017 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.05% | — | -4,970 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -4,573 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,992 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,754 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,753 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,650 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,120 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,977 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,791 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,745 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Taylor Hoffman Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,637 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,631 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,389 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,356 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -2,295 | -100.0% | Q3 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,207 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,091 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clarion Wealth Managment Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,073 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPITAL MANAGEMENT CORP /VA | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,989 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,930 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,881 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -1,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -19 | -95.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 15, 2025 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -10 | -83.33% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Jan 14, 2026 |
| American Capital Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q4 2025 | Jan 12, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Larson Financial Group LLC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Feb 06, 2026 |
| Quaker Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Jan 16, 2026 |
| Principia Wealth Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |