CHUNGHWA TELECOM CO LTD - CHT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | 3,058,787 | 127,582 | 0.0% | 0.0% | 1 | -71,773 | -2.29% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,728,476 | 113,804 | 0.18% | 0.16% | 2 | -79,391 | -2.83% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,972,894 | 82,289 | 0.0% | 0.0% | 3 | -50,729 | -2.51% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,363,517 | 56,872 | 0.0% | 0.0% | 4 | -1,826 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,050,786 | 43,828 | 0.11% | 0.16% | 5 | -134,245 | -11.33% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 634,799 | 26,477 | 0.0% | 0.0% | 6 | -93,184 | -12.8% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 520,877 | 21,725 | 0.02% | 0.02% | 7 | -12,300 | -2.31% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 516,800 | 21,558 | 0.0% | 0.0% | 8 | +40,198 | 8.43% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 428,450 | 17,870 | 0.01% | 0.01% | 9 | +57,166 | 15.4% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 384,235 | 16,026 | 0.0% | 0.0% | 10 | +44,905 | 13.23% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 368,306 | 15,362 | 0.0% | 0.0% | 11 | +148,378 | 67.47% | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Reduced | 352,802 | 14,715 | 0.01% | 0.01% | 12 | -28,090 | -7.37% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 323,403 | 13,482 | 0.02% | 0.03% | 13 | -112,855 | -25.87% | Q4 2025 | Feb 10, 2026 |
| Mondrian Investment Partners LTD | History | No change | 226,153 | 9,432 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 212,494 | 8,863 | 0.01% | 0.01% | 15 | -5,777 | -2.65% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 210,424 | 8,776 | 0.02% | 0.02% | 16 | +36,603 | 21.06% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 157,095 | 6,554 | 0.06% | — | 17 | +157,095 | New | Q4 2025 | Jan 28, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 145,000 | 6,047 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 141,570 | 5,904 | 0.0% | 0.0% | 19 | +92,011 | 185.66% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 136,807 | 5,706 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 133,976 | 5,588 | 0.01% | — | 21 | +133,976 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 133,483 | 5,567 | 0.02% | 0.02% | 22 | -10,831 | -7.51% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 157,379 | 5,473 | 0.0% | 0.0% | 23 | -51,834 | -24.78% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 124,731 | 5,202 | 0.05% | 0.06% | 24 | -4,474 | -3.46% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 112,676 | 4,699 | 0.04% | 0.05% | 25 | -15,369 | -12.0% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 109,653 | 4,573 | 0.0% | 0.0% | 26 | +10,724 | 10.84% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 109,184 | 4,554 | 0.0% | 0.0% | 27 | +42,071 | 62.69% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 103,404 | 4,312 | 0.02% | 0.03% | 28 | -9,573 | -8.47% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,014 | 4,088 | 0.0% | 0.0% | 29 | +77,150 | 369.78% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 83,581 | 3,486 | 0.05% | 0.05% | 30 | +14,872 | 21.64% | Q4 2025 | Feb 03, 2026 |
| STATE STREET CORP | History | Added to | 82,903 | 3,457 | 0.0% | 0.0% | 31 | +4,330 | 5.51% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 74,398 | 3,105 | 0.0% | 0.0% | 32 | -6,489 | -8.02% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 73,770 | 3,076 | 0.0% | 0.0% | 33 | +32,785 | 79.99% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 62,730 | 2,617 | 0.0% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 61,238 | 2,554 | 0.0% | 0.0% | 35 | -6,320 | -9.35% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 57,970 | 2,417 | 0.03% | 0.05% | 36 | -13,389 | -18.76% | Q4 2025 | Feb 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 57,138 | 2,383 | 0.05% | — | 37 | +57,138 | New | Q4 2025 | Feb 17, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 53,639 | 2,237 | 0.1% | — | 38 | +53,639 | New | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 53,184 | 2,223 | 0.0% | — | 39 | +53,184 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,082 | 2,088 | 0.02% | 0.02% | 40 | -5,648 | -10.13% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,145 | 2,049 | 0.0% | 0.0% | 41 | +26,721 | 119.16% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 48,564 | 2,025 | 0.01% | 0.01% | 42 | -2,489 | -4.88% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 47,392 | 1,976 | 0.13% | 0.15% | 43 | -645 | -1.34% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 45,242 | 1,887 | 0.0% | 0.0% | 44 | +7,684 | 20.46% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 44,288 | 1,847 | 0.01% | 0.01% | 45 | +2,263 | 5.38% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 43,922 | 1,831 | 0.01% | — | 46 | +43,922 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 43,468 | 1,812 | 0.0% | 0.0% | 47 | +2,880 | 7.1% | Q4 2025 | Feb 13, 2026 |
| West Family Investments, Inc. | History | Reduced | 41,331 | 1,723 | 0.4% | 70.99% | 48 | -6,746 | -14.03% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 40,486 | 1,688 | 0.0% | 0.0% | 49 | -1,365 | -3.26% | Q4 2025 | Jan 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 37,535 | 1,565 | 0.0% | — | 50 | +37,535 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 36,394 | 1,517 | 0.02% | 0.03% | 51 | -1,396 | -3.69% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 35,278 | 1,471 | 0.01% | 0.01% | 52 | -5,195 | -12.84% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 34,385 | 1,434 | 0.0% | 0.0% | 53 | +1,880 | 5.78% | Q4 2025 | Mar 09, 2026 |
| Mariner, LLC | History | Added to | 33,387 | 1,393 | 0.0% | 0.0% | 54 | +5,302 | 18.88% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,021 | 1,377 | 0.0% | 0.0% | 55 | +3,500 | 11.86% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 32,808 | 1,368 | 0.04% | 0.09% | 56 | -31,455 | -48.95% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 32,213 | 1,343 | 0.02% | 0.02% | 57 | -6,855 | -17.55% | Q4 2025 | Feb 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 31,700 | 1,323 | 0.0% | — | 58 | +31,700 | New | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,363 | 1,225 | 0.0% | 0.0% | 59 | -10,283 | -25.94% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 28,791 | 1,200 | 0.0% | 0.0% | 60 | +5,463 | 23.42% | Q4 2025 | Feb 06, 2026 |
| R Squared Ltd | History | Added to | 27,964 | 1,166 | 0.54% | 0.44% | 61 | +4,444 | 18.89% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 27,298 | 1,138 | 0.01% | 0.01% | 62 | -701 | -2.5% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,322 | 1,097 | 0.0% | 0.0% | 63 | +3,509 | 15.38% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 25,940 | 1,081 | 0.05% | 0.06% | 64 | +6,295 | 32.04% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 25,087 | 1,046 | 0.0% | 0.0% | 65 | +16,520 | 192.83% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 25,056 | 1,045 | 0.0% | 0.0% | 66 | -17,740 | -41.45% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 23,658 | 986 | 0.02% | 0.02% | 67 | -798 | -3.26% | Q4 2025 | Feb 11, 2026 |
| PCM Encore, LLC | History | New | 20,347 | 848 | 0.18% | — | 68 | +20,347 | New | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Reduced | 20,269 | 845 | 0.03% | 0.03% | 69 | -1,489 | -6.84% | Q4 2025 | Jan 20, 2026 |
| HSBC HOLDINGS PLC | History | New | 18,478 | 768 | 0.0% | — | 70 | +18,478 | New | Q4 2025 | Mar 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 18,157 | 757 | 0.01% | 0.01% | 71 | -3,503 | -16.17% | Q4 2025 | Jan 16, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 17,659 | 736 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aquatic Capital Management LLC | History | Added to | 17,178 | 716 | 0.02% | 0.01% | 73 | +1,349 | 8.52% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 15,398 | 642 | 0.0% | 0.0% | 74 | +1,356 | 9.66% | Q4 2025 | Feb 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,281 | 637 | 0.0% | 0.0% | 75 | +1,436 | 10.37% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 15,196 | 633 | 0.0% | 0.0% | 76 | -2,846 | -15.77% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 15,045 | 627 | 0.04% | 0.05% | 77 | -930 | -5.82% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 14,948 | 623 | 0.22% | — | 78 | +14,948 | New | Q4 2025 | Feb 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 14,885 | 620 | 0.16% | 0.18% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | New | 14,036 | 585 | 0.0% | — | 80 | +14,036 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 13,440 | 560 | 0.0% | 0.0% | 81 | -1,075 | -7.41% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 13,296 | 554 | 0.01% | 0.01% | 82 | +2,065 | 18.39% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | No change | 12,999 | 542 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SYON CAPITAL LLC | History | Added to | 12,785 | 533 | 0.03% | 0.02% | 84 | +3,848 | 43.06% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 12,687 | 529 | 0.0% | — | 85 | +12,687 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,229 | 518 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tuttle Capital Management, LLC | History | New | 12,184 | 508 | 1.12% | — | 87 | +12,184 | New | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,470 | 478 | 0.0% | 0.0% | 88 | +490 | 4.46% | Q4 2025 | Feb 05, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 11,429 | 476 | 0.03% | 0.06% | 89 | -5,500 | -32.49% | Q4 2025 | Jan 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,008 | 459 | 0.0% | 0.0% | 90 | -8,908 | -44.73% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,893 | 454 | 0.08% | 0.11% | 91 | -3,009 | -21.64% | Q4 2025 | Feb 24, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,398 | 433 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 10,352 | 431 | 0.01% | 0.01% | 93 | +550 | 5.61% | Q4 2025 | Feb 19, 2026 |
| Foster Group, Inc. | History | Reduced | 10,039 | 418 | 0.01% | 0.02% | 94 | -2,205 | -18.01% | Q4 2025 | Jan 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 9,665 | 409 | 0.03% | 0.03% | 95 | +50 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,153 | 381 | 0.15% | 0.2% | 96 | -2,351 | -20.44% | Q4 2025 | Feb 03, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 9,001 | 375 | 0.01% | 0.01% | 97 | -549 | -5.75% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,000 | 375 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 8,631 | 359 | 0.0% | — | 99 | +8,631 | New | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,570 | 357 | 0.02% | 0.01% | 100 | +1,606 | 23.06% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,396 | 350 | 0.02% | 0.02% | 101 | -1,052 | -11.13% | Q4 2025 | Jan 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,343 | 347 | 0.0% | 0.0% | 102 | +518 | 6.62% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 8,147 | 339 | 0.0% | — | 104 | +8,147 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 8,131 | 339 | 0.01% | — | 103 | +8,131 | New | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,109 | 338 | 0.01% | 0.01% | 105 | -468 | -5.46% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Reduced | 8,094 | 337 | 0.01% | 0.01% | 106 | -3,908 | -32.56% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,888 | 329 | 0.0% | 0.0% | 107 | -270 | -3.31% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | No change | 7,566 | 329 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EntryPoint Capital, LLC | History | Added to | 7,875 | 328 | 0.13% | 0.1% | 109 | +2,085 | 36.01% | Q4 2025 | Feb 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 7,465 | 311 | 0.06% | 0.08% | 110 | -1,216 | -14.01% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | Added to | 7,358 | 306 | 0.01% | 0.03% | 111 | +2,767 | 60.27% | Q4 2025 | Feb 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 7,243 | 302 | 0.06% | 0.09% | 112 | -241 | -3.22% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 6,943 | 289 | 0.0% | 0.0% | 113 | +1,992 | 40.23% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,885 | 287 | 0.0% | 0.0% | 114 | -730 | -9.59% | Q4 2025 | Feb 13, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 6,691 | 279 | 0.04% | 0.04% | 115 | -63 | -0.93% | Q4 2025 | Feb 04, 2026 |
| May Hill Capital, LLC | History | New | 6,396 | 266 | 0.03% | — | 116 | +6,396 | New | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,275 | 261 | 0.0% | 0.0% | 117 | +4,302 | 218.04% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,274 | 260 | 0.0% | — | 118 | +6,274 | New | Q4 2025 | Jan 08, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,804 | 242 | 0.0% | 0.01% | 119 | +216 | 3.87% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 5,784 | 241 | 0.0% | — | 120 | +5,784 | New | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,727 | 238 | 0.0% | 0.0% | 121 | +1,057 | 22.63% | Q4 2025 | Jan 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 5,573 | 232 | 0.07% | 0.04% | 122 | -665 | -10.66% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | New | 5,489 | 228 | 0.0% | — | 123 | +5,489 | New | Q4 2025 | Feb 03, 2026 |
| Vest Financial, LLC | History | New | 5,423 | 226 | 0.0% | — | 124 | +5,423 | New | Q4 2025 | Jan 30, 2026 |
| Fulcrum Equity Management | History | No change | 5,374 | 224 | 0.21% | 0.24% | 125 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| XPONANCE LLC | History | Reduced | 5,328 | 222 | 0.0% | 0.0% | 126 | -1,075 | -16.79% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,279 | 220 | 0.0% | 0.0% | 127 | -176 | -3.23% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 5,254 | 219 | 0.01% | 0.0% | 128 | +4,227 | 411.59% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 5,200 | 216 | 0.0% | — | 129 | +5,200 | New | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | New | 5,142 | 214 | 0.03% | — | 130 | +5,142 | New | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,102 | 212 | 0.0% | — | 131 | +5,102 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,102 | 212 | 0.0% | 0.0% | 132 | -953 | -15.74% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,099 | 212 | 0.0% | 0.0% | 133 | +365 | 7.71% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | New | 5,022 | 209 | 0.0% | — | 134 | +5,022 | New | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 4,837 | 201 | 0.0% | — | 135 | +4,837 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,286 | 179 | 0.01% | 0.0% | 136 | +3,153 | 278.29% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,225 | 176 | 0.0% | 0.0% | 137 | +3,359 | 387.88% | Q4 2025 | Jan 23, 2026 |
| V-Square Quantitative Management LLC | History | New | 4,065 | 169 | 0.02% | — | 138 | +4,065 | New | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 3,922 | 164 | 0.0% | 0.0% | 139 | +869 | 28.46% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,947 | 164 | 0.0% | 0.0% | 140 | -245 | -5.84% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 3,115 | 130 | 0.0% | — | 141 | +3,115 | New | Q4 2025 | Jan 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,702 | 113 | 0.0% | 0.0% | 142 | -1,205 | -30.84% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 2,673 | 111 | 0.0% | — | 143 | +2,673 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,366 | 98 | 0.0% | 0.0% | 144 | -33 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 1,801 | 75 | 0.01% | — | 145 | +1,801 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,540 | 64 | 0.0% | 0.0% | 146 | -46 | -2.9% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,501 | 63 | 0.0% | — | 147 | +1,501 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,491 | 62 | 0.01% | 0.01% | 148 | +53 | 3.69% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,421 | 59 | 0.0% | — | 149 | +1,421 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,281 | 53 | 0.01% | — | 150 | +1,281 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 1,240 | 51 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,138 | 47 | 0.01% | 0.0% | 152 | +680 | 148.47% | Q4 2025 | Feb 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 729 | 30 | 0.0% | 0.0% | 153 | +16 | 2.24% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 584 | 24 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 533 | 22 | 0.0% | 0.0% | 155 | -48 | -8.26% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 474 | 19 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 397 | 16 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 368 | 15 | 0.0% | 0.0% | 158 | +21 | 6.05% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 321 | 13 | 0.0% | 0.0% | 160 | +74 | 29.96% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 329 | 13 | 0.0% | 0.0% | 159 | +20 | 6.47% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 296 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 291 | 12 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 280 | 11 | 0.0% | — | 163 | +280 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 280 | 11 | 0.0% | 0.0% | 164 | +13 | 4.87% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 254 | 10 | 0.0% | 0.0% | 166 | +99 | 63.87% | Q4 2025 | Mar 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 250 | 10 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 227 | 9 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 199 | 8 | 0.0% | — | 168 | +199 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 194 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bare Financial Services, Inc | History | No change | 215 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Financial Management LLC | History | New | 175 | 7 | 0.01% | — | 171 | +175 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 145 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 166 | 6 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 144 | 6 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 158 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 167 | 6 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 142 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 106 | 4 | 0.0% | — | 181 | +106 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 116 | 4 | 0.0% | 0.0% | 178 | +6 | 5.45% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 103 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Reduced | 93 | 3 | 0.0% | 0.0% | 183 | -1,181 | -92.7% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 94 | 3 | 0.0% | — | 182 | +94 | New | Q4 2025 | Jan 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 53 | 2 | 0.0% | — | 184 | +53 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 56 | 2 | 0.0% | — | 185 | +34 | 154.55% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 33 | 1 | 0.0% | — | 186 | +33 | New | Q4 2025 | Jan 22, 2026 |
| Ares Financial Consulting, LLC | History | New | 30 | 1 | 0.0% | — | 191 | +30 | New | Q4 2025 | Jan 30, 2026 |
| Trust Co | History | New | 26 | 1 | 0.0% | — | 187 | +26 | New | Q4 2025 | Jan 15, 2026 |
| Abound Wealth Management | History | Added to | 38 | 1 | 0.0% | 0.0% | 188 | +6 | 18.75% | Q4 2025 | Jan 12, 2026 |
| Navigoe, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 25 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -134,412 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,471 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,846 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,822 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -10,627 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,810 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALLIANZ SE | History | Closed out | 0 | 0 | — | 0.01% | — | -6,083 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.02% | — | -5,230 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,774 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -3,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ancora Advisors LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GoalVest Advisory LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |