CNA FINANCIAL CORP - CNA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LOEWS CORP | History | No change | 248,414,738 | 11,859,319 | 96.56% | 95.89% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,784,682 | 132,940 | 0.07% | 0.07% | 2 | +354,076 | 14.57% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,635,039 | 78,056 | 0.0% | 0.0% | 3 | +80,932 | 5.21% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,560,644 | 74,505 | 0.05% | 0.04% | 4 | +376,752 | 31.82% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 890,953 | 42,534 | 0.01% | 0.01% | 5 | +2,348 | 0.26% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 867,787 | 41,428 | 0.01% | 0.01% | 6 | +178,314 | 25.86% | Q4 2025 | Jan 29, 2026 |
| River Road Asset Management, LLC | History | Reduced | 843,719 | 40,279 | 0.44% | 0.45% | 7 | -20,102 | -2.33% | Q4 2025 | Feb 24, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 720,165 | 34,380 | 2.5% | 2.29% | 8 | +18,281 | 2.6% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 616,846 | 29,448 | 0.01% | 0.01% | 9 | +11,883 | 1.96% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 578,002 | 27,593 | 0.0% | 0.0% | 10 | +31,457 | 5.76% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 537,546 | 25,662 | 0.04% | 0.03% | 11 | +111,767 | 26.25% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 495,604 | 23,660 | 0.09% | — | 12 | +495,604 | New | Q4 2025 | Feb 13, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 493,402 | 23,555 | 3.37% | 3.17% | 13 | -9,214 | -1.83% | Q4 2025 | Jan 28, 2026 |
| Gotham Asset Management, LLC | History | Added to | 492,592 | 23,516 | 0.09% | 0.06% | 14 | +171,766 | 53.54% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 472,861 | 22,574 | 0.0% | 0.0% | 15 | -44,359 | -8.58% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 460,217 | 21,970 | 0.04% | 0.03% | 16 | +248,677 | 117.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 437,239 | 20,873 | 0.0% | 0.0% | 17 | +26,554 | 6.47% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 408,100 | 19,482 | 0.04% | 0.01% | 18 | +247,600 | 154.27% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 387,294 | 18,489 | 0.0% | 0.0% | 19 | -162,530 | -29.56% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 374,311 | 17,869 | 0.0% | 0.0% | 20 | +43,157 | 13.03% | Q4 2025 | Mar 25, 2026 |
| NORGES BANK | History | New | 349,329 | 16,676 | 0.0% | — | 21 | +349,329 | New | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 337,116 | 16,099 | 0.0% | 0.0% | 22 | +4,110 | 1.23% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 298,371 | 14,244 | 0.02% | 0.01% | 23 | +22,059 | 7.98% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 277,608 | 13,253 | 0.05% | 0.04% | 24 | +69,190 | 33.2% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 270,762 | 12,926 | 0.01% | 0.01% | 25 | +131,462 | 94.37% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 265,100 | 12,656 | 0.03% | 0.03% | 26 | -9,000 | -3.28% | Q4 2025 | Feb 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 190,197 | 9,080 | 0.02% | 0.02% | 27 | +28,756 | 17.81% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 182,089 | 8,692 | 0.01% | 0.01% | 28 | -66,133 | -26.64% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 174,968 | 8,352 | 0.0% | 0.0% | 29 | -6,040 | -3.34% | Q4 2025 | Feb 17, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 167,018 | 7,973 | 4.17% | 3.92% | 30 | +6,142 | 3.82% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 155,075 | 7,403 | 0.03% | 0.02% | 31 | +67,821 | 77.73% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 152,041 | 7,258 | 0.0% | 0.0% | 32 | +33,821 | 28.61% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 133,252 | 6,361 | 0.0% | 0.0% | 33 | +77,939 | 140.91% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 131,728 | 6,288 | 0.0% | 0.0% | 34 | -72,335 | -35.45% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 127,471 | 6,085 | 0.01% | 0.01% | 35 | +3,644 | 2.94% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 125,173 | 5,975 | 0.0% | 0.0% | 36 | +45,068 | 56.26% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 117,610 | 5,614 | 0.16% | — | 37 | +117,610 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 116,293 | 5,551 | 0.01% | 0.01% | 38 | -33,108 | -22.16% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 114,144 | 5,449 | 0.0% | 0.0% | 39 | +1,939 | 1.73% | Q4 2025 | Feb 19, 2026 |
| Jump Financial, LLC | History | Added to | 108,700 | 5,189 | 0.06% | 0.03% | 40 | +60,109 | 123.7% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 100,564 | 4,800 | 0.01% | 35.4% | 41 | -63,557 | -38.73% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 98,905 | 4,721 | 0.0% | 0.0% | 42 | +9,990 | 11.24% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 95,743 | 4,570 | 0.0% | 0.0% | 43 | -123,166 | -56.26% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 87,942 | 4,198 | 0.13% | — | 44 | +87,942 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 86,052 | 4,108 | 0.23% | 0.21% | 45 | +16,048 | 22.92% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 82,102 | 3,919 | 0.0% | 0.01% | 46 | -1,114,141 | -93.14% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 79,318 | 3,786 | 0.01% | 0.0% | 47 | +68,933 | 663.77% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 72,340 | 3,453 | 0.0% | — | 48 | +72,340 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,205 | 3,447 | 0.0% | 0.0% | 49 | -4,508 | -5.88% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 66,718 | 3,185 | 0.01% | 0.01% | 50 | +21,269 | 46.8% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 64,186 | 3,064 | 0.01% | 0.01% | 51 | -2,709 | -4.05% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 64,173 | 3,063 | 0.1% | — | 52 | +64,173 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 62,787 | 2,997 | 0.2% | 0.19% | 53 | +29,579 | 89.07% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 62,678 | 2,992 | 0.0% | 0.0% | 54 | -951 | -1.49% | Q4 2025 | Feb 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 62,613 | 2,989 | 0.01% | 0.01% | 55 | +30,060 | 92.34% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 60,281 | 2,877 | 0.0% | 0.0% | 56 | +2,652 | 4.6% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 58,293 | 2,783 | 0.24% | 0.13% | 57 | +24,818 | 74.14% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 56,555 | 2,699 | 0.01% | 0.01% | 58 | +12,218 | 27.56% | Q4 2025 | Feb 12, 2026 |
| Capula Management Ltd | History | Reduced | 56,511 | 2,697 | 0.01% | 0.03% | 59 | -53,018 | -48.41% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 55,691 | 2,658 | 0.08% | 0.07% | 60 | -26,108 | -31.92% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 55,142 | 2,632 | 0.0% | — | 61 | +55,142 | New | Q4 2025 | Jan 09, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 52,300 | 2,496 | 0.3% | 0.33% | 62 | -5,700 | -9.83% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 48,942 | 2,336 | 0.0% | 0.0% | 63 | -39,602 | -44.73% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 47,107 | 2,248 | 0.03% | 0.05% | 64 | -53,201 | -53.04% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 42,384 | 2,023 | 0.04% | 0.04% | 65 | +4,899 | 13.07% | Q4 2025 | Feb 13, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 39,980 | 1,908 | 1.64% | 1.63% | 66 | +300 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 38,207 | 1,824 | 0.0% | 0.0% | 67 | +7,463 | 24.27% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 37,409 | 1,785 | 0.0% | 0.0% | 68 | +8,787 | 30.7% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 33,537 | 1,601 | 0.0% | 0.0% | 69 | -1,960 | -5.52% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 33,223 | 1,586 | 0.04% | — | 70 | +33,223 | New | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | New | 33,019 | 1,576 | 0.02% | — | 71 | +33,019 | New | Q4 2025 | Jan 30, 2026 |
| Board of the Pension Protection Fund | History | Added to | 31,400 | 1,499 | 1.43% | 1.23% | 72 | +4,400 | 16.3% | Q4 2025 | Jan 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,993 | 1,479 | 0.0% | 0.0% | 73 | -12 | -0.04% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 30,089 | 1,436 | 0.07% | 0.14% | 74 | -49,194 | -62.05% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Added to | 29,076 | 1,388 | 0.12% | 0.11% | 75 | +1,945 | 7.17% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 28,401 | 1,355 | 0.01% | — | 76 | +28,401 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,382 | 1,354 | 0.0% | 0.0% | 77 | +412 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 27,815 | 1,328 | 0.0% | 0.0% | 78 | +5,880 | 26.81% | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 27,763 | 1,325 | 0.3% | 0.24% | 79 | +14,245 | 105.38% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 27,085 | 1,293 | 0.0% | 0.0% | 80 | +4,216 | 18.44% | Q4 2025 | Feb 10, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 26,750 | 1,277 | 0.31% | 0.31% | 81 | +295 | 1.12% | Q4 2025 | Jan 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 26,291 | 1,255 | 0.01% | 0.0% | 82 | +26,268 | 114208.7% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 26,188 | 1,250 | 0.0% | 0.0% | 83 | +16,012 | 157.35% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 25,611 | 1,222 | 0.02% | 0.02% | 84 | +1,168 | 4.78% | Q4 2025 | Feb 03, 2026 |
| Pacifica Capital Investments, LLC | History | No change | 25,319 | 1,208 | 0.33% | 0.32% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mork Capital Management, LLC | History | No change | 23,510 | 1,122 | 0.68% | 0.75% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 21,981 | 1,049 | 0.0% | 0.0% | 87 | -958 | -4.18% | Q4 2025 | Feb 12, 2026 |
| BURNEY CO/ | History | Reduced | 21,341 | 1,018 | 0.03% | 0.03% | 88 | -2,024 | -8.66% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 20,700 | 988 | 0.0% | — | 89 | +20,700 | New | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,626 | 984 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 20,528 | 980 | 0.0% | 0.0% | 91 | -3,590 | -14.89% | Q4 2025 | Jan 15, 2026 |
| Sciencast Management LP | History | Reduced | 20,141 | 961 | 0.13% | 0.26% | 92 | -9,353 | -31.71% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 19,976 | 953 | 0.0% | 0.0% | 93 | -4,957 | -19.88% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 19,576 | 934 | 0.0% | 0.0% | 94 | -619 | -3.07% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,444 | 928 | 0.0% | 0.0% | 95 | -4,862 | -20.0% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,221 | 917 | 0.01% | 0.01% | 96 | +1,042 | 5.73% | Q4 2025 | Jan 28, 2026 |
| Ballentine Partners, LLC | History | Reduced | 18,613 | 888 | 0.01% | 0.01% | 97 | -655 | -3.4% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 18,585 | 887 | 0.0% | 0.0% | 98 | +13,784 | 287.11% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 18,465 | 881 | 0.01% | 0.01% | 99 | +6,669 | 56.54% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 18,351 | 876 | 0.08% | — | 100 | +18,351 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 18,332 | 875 | 0.0% | 0.0% | 101 | -2,841 | -13.42% | Q4 2025 | Feb 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 18,264 | 871 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,164 | 867 | 0.05% | 0.05% | 103 | +1,135 | 6.67% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 18,054 | 861 | 0.01% | 0.01% | 104 | +1,611 | 9.8% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,530 | 836 | 0.0% | — | 105 | +17,530 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 17,118 | 817 | 0.0% | 0.0% | 106 | +633 | 3.84% | Q4 2025 | Jan 26, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,842 | 804 | 0.02% | 0.01% | 107 | +2,411 | 16.71% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,208 | 773 | 0.0% | 0.0% | 108 | +2,606 | 19.16% | Q4 2025 | Feb 18, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 16,119 | 769 | 0.0% | — | 109 | +16,119 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,458 | 767 | 0.0% | 0.0% | 110 | +2,622 | 18.95% | Q4 2025 | Jan 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,974 | 763 | 0.0% | 0.0% | 111 | +10,342 | 183.63% | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 15,536 | 742 | 0.0% | 0.0% | 112 | +539 | 3.59% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,240 | 727 | 0.0% | 0.0% | 113 | -107,653 | -87.6% | Q4 2025 | Mar 20, 2026 |
| COMERICA BANK | History | Reduced | 15,025 | 717 | 0.0% | 0.0% | 114 | -1,807 | -10.74% | Q4 2025 | Jan 29, 2026 |
| ABNER HERRMAN & BROCK LLC | History | New | 15,000 | 716 | 0.07% | — | 115 | +15,000 | New | Q4 2025 | Jan 06, 2026 |
| Focus Partners Wealth | History | Added to | 14,991 | 715 | 0.0% | 0.0% | 116 | +5,686 | 61.11% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 14,705 | 702 | 0.08% | — | 117 | +14,705 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,657 | 699 | 0.0% | 0.0% | 118 | +341 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,547 | 694 | 0.02% | 0.04% | 119 | -25,803 | -63.95% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 15,518 | 692 | 0.0% | 0.0% | 120 | +1,278 | 8.97% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 14,415 | 688 | 0.02% | 0.08% | 121 | -51,356 | -78.08% | Q4 2025 | Feb 13, 2026 |
| Convergence Financial, LLC | History | Added to | 14,056 | 671 | 0.1% | 0.1% | 122 | +56 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,030 | 669 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,920 | 664 | 0.01% | 0.01% | 124 | -2,654 | -16.01% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,278 | 633 | 0.01% | 0.01% | 125 | +560 | 4.4% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,029 | 610 | 0.0% | 0.0% | 126 | +37,182 | 635.92% | Q4 2025 | Mar 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 12,712 | 606 | 0.19% | — | 128 | +12,712 | New | Q4 2025 | Feb 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 12,695 | 606 | 0.27% | 0.2% | 127 | +1,590 | 14.32% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 12,685 | 605 | 0.0% | 0.0% | 129 | -890 | -6.56% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 11,877 | 567 | 0.25% | 0.28% | 130 | -280 | -2.3% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,635 | 555 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 11,220 | 535 | 0.03% | 0.01% | 132 | +6,265 | 126.44% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,054 | 527 | 0.01% | 0.01% | 133 | -1,964 | -15.09% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 10,861 | 518 | 0.0% | 0.0% | 135 | -1,876 | -14.73% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,871 | 518 | 0.0% | 0.0% | 134 | +367 | 3.49% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 10,849 | 517 | 0.0% | 0.0% | 136 | +1,930 | 21.64% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 10,602 | 506 | 0.01% | 0.01% | 137 | +530 | 5.26% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 10,501 | 501 | 0.0% | 0.0% | 138 | +3,646 | 53.19% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,421 | 497 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 9,987 | 476 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 9,914 | 473 | 0.0% | 0.0% | 141 | -3,596 | -26.62% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,740 | 464 | 0.01% | 0.01% | 142 | -1,022 | -9.5% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 9,716 | 463 | 0.0% | 0.0% | 143 | +98 | 1.02% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,172 | 437 | 0.02% | 0.01% | 144 | +4,731 | 106.53% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,959 | 427 | 0.01% | 0.01% | 145 | +139 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 8,873 | 424 | 0.0% | 0.0% | 146 | -647 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 8,815 | 420 | 0.11% | 0.06% | 147 | +4,009 | 83.42% | Q4 2025 | Feb 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 8,751 | 417 | 0.1% | 0.09% | 148 | +893 | 11.36% | Q4 2025 | Jan 26, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 8,586 | 409 | 0.0% | 0.0% | 149 | +323 | 3.91% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,338 | 398 | 0.0% | — | 150 | +8,338 | New | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,301 | 396 | 0.0% | 0.0% | 151 | -181 | -2.13% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 8,283 | 395 | 0.0% | — | 152 | +8,283 | New | Q4 2025 | Feb 17, 2026 |
| Sagewood Asset Management LP | History | New | 8,188 | 390 | 0.14% | — | 153 | +8,188 | New | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | New | 7,961 | 381 | 0.05% | — | 154 | +7,961 | New | Q4 2025 | Feb 23, 2026 |
| Machina Capital S.A.S. | History | Reduced | 7,968 | 380 | 0.07% | 0.11% | 155 | -6,039 | -43.11% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | New | 7,819 | 373 | 0.0% | — | 156 | +7,819 | New | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 7,541 | 360 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 7,469 | 356 | 0.0% | 0.0% | 158 | +552 | 7.98% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 7,394 | 352 | 0.05% | 0.06% | 159 | -625 | -7.79% | Q4 2025 | Feb 06, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 7,273 | 347 | 0.02% | 0.09% | 160 | -40,730 | -84.85% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 7,219 | 344 | 0.0% | 0.0% | 161 | -568 | -7.29% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,900 | 329 | 0.0% | 0.0% | 162 | -348,607 | -98.06% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,848 | 326 | 0.0% | 0.0% | 163 | -275 | -3.86% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 6,737 | 321 | 0.0% | — | 164 | +6,737 | New | Q4 2025 | Jan 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 6,699 | 319 | 0.07% | 0.1% | 165 | -7,643 | -53.29% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 6,595 | 314 | 0.0% | 0.0% | 166 | -10,117 | -60.54% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,574 | 314 | 0.0% | — | 167 | +6,574 | New | Q4 2025 | Feb 11, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 6,485 | 309 | 0.12% | 0.12% | 168 | -800 | -10.98% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,468 | 308 | 0.0% | 0.0% | 169 | -458 | -6.61% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,399 | 305 | 0.01% | 0.01% | 170 | +688 | 12.05% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,306 | 301 | 0.01% | 0.0% | 171 | +1,795 | 39.79% | Q4 2025 | Feb 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 6,280 | 299 | 0.0% | — | 172 | +6,280 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,119 | 292 | 0.0% | — | 173 | +6,119 | New | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 6,106 | 291 | 0.02% | — | 174 | +6,106 | New | Q4 2025 | Feb 11, 2026 |
| DENALI ADVISORS LLC | History | Added to | 6,020 | 287 | 0.03% | 0.03% | 175 | +1,100 | 22.36% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 6,004 | 286 | 0.0% | 0.0% | 176 | +95 | 1.61% | Q4 2025 | Jan 30, 2026 |
| DGS Capital Management, LLC | History | New | 5,614 | 268 | 0.05% | — | 177 | +5,614 | New | Q4 2025 | Feb 24, 2026 |
| Brooklyn Investment Group | History | New | 5,573 | 267 | 0.01% | — | 180 | +5,573 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 5,605 | 267 | 0.0% | 0.0% | 178 | +696 | 14.18% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Reduced | 5,600 | 267 | 0.04% | 0.05% | 179 | -684 | -10.88% | Q4 2025 | Feb 04, 2026 |
| Callan Family Office, LLC | History | New | 5,360 | 255 | 0.01% | — | 181 | +5,360 | New | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,169 | 246 | 0.01% | — | 182 | +5,169 | New | Q4 2025 | Feb 10, 2026 |
| WBI INVESTMENTS, LLC | History | New | 5,063 | 241 | 0.06% | — | 183 | +5,063 | New | Q4 2025 | Feb 13, 2026 |
| NDVR, Inc. | History | Reduced | 4,854 | 231 | 0.19% | 0.19% | 184 | -140 | -2.8% | Q4 2025 | Feb 12, 2026 |
| Optas, LLC | History | New | 4,832 | 230 | 0.04% | — | 186 | +4,832 | New | Q4 2025 | Jan 27, 2026 |
| Inscription Capital, LLC | History | Added to | 4,834 | 230 | 0.02% | 0.02% | 185 | +136 | 2.89% | Q4 2025 | Jan 29, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 4,761 | 227 | 0.01% | 0.01% | 187 | +354 | 8.03% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,860 | 224 | 0.01% | — | 188 | +4,860 | New | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 4,547 | 217 | 0.0% | 0.0% | 189 | +403 | 9.72% | Q4 2025 | Jan 30, 2026 |
| Interchange Capital Partners, LLC | History | New | 4,396 | 209 | 0.04% | — | 190 | +4,396 | New | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,280 | 204 | 0.0% | 0.0% | 191 | -3,089 | -41.92% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,144 | 197 | 0.0% | — | 192 | +4,144 | New | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,972 | 190 | 0.0% | 0.0% | 193 | +211 | 5.61% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,733 | 178 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,599 | 171 | 0.0% | 0.0% | 196 | -270 | -6.98% | Q4 2025 | Jan 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,592 | 171 | 0.0% | 0.0% | 195 | +72 | 2.05% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,457 | 165 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,078 | 146 | 0.0% | — | 198 | +3,078 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,076 | 146 | 0.0% | 0.0% | 199 | -289 | -8.59% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 2,724 | 130 | 0.01% | 0.01% | 200 | +929 | 51.75% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,387 | 113 | 0.0% | — | 201 | +2,387 | New | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,952 | 93 | 0.0% | 0.0% | 203 | +488 | 33.33% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 93 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,902 | 90 | 0.0% | 0.01% | 204 | -2,582 | -57.58% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,842 | 87 | 0.0% | 0.0% | 205 | +1,162 | 170.88% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,813 | 86 | 0.0% | — | 206 | +1,813 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,637 | 78 | 0.0% | 0.0% | 207 | -62 | -3.65% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Added to | 1,609 | 77 | 0.04% | 0.02% | 208 | +897 | 125.98% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,347 | 64 | 0.0% | 0.0% | 209 | +772 | 134.26% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,317 | 62 | 0.0% | 0.0% | 210 | -3 | -0.23% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,293 | 61 | 0.0% | 0.0% | 211 | -66 | -4.86% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,252 | 59 | 0.0% | 0.0% | 212 | -57 | -4.35% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,212 | 57 | 0.0% | 0.01% | 213 | -13,429 | -91.72% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 1,150 | 54 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,116 | 53 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,102 | 52 | 0.02% | — | 216 | +1,102 | New | Q4 2025 | Jan 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,040 | 50 | 0.0% | 0.0% | 217 | -96 | -8.45% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 711 | 33 | 0.0% | 0.0% | 218 | -517 | -42.1% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 670 | 32 | 0.0% | 0.0% | 219 | +168 | 33.47% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 660 | 31 | 0.0% | 0.0% | 220 | +42 | 6.8% | Q4 2025 | Jan 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 600 | 28 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 573 | 27 | 0.0% | 0.0% | 223 | -47 | -7.58% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 571 | 27 | 0.0% | 0.0% | 222 | -21 | -3.55% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 550 | 26 | 0.0% | 0.0% | 224 | -34 | -5.82% | Q4 2025 | Feb 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 524 | 25 | 0.01% | — | 225 | +524 | New | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 507 | 24 | 0.0% | 0.0% | 226 | +1 | 0.2% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 494 | 23 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 410 | 19 | 0.01% | 0.01% | 228 | -410 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 346 | 16 | 0.0% | 0.0% | 229 | -7 | -1.98% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | New | 335 | 15 | 0.0% | — | 233 | +335 | New | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 317 | 15 | 0.0% | 0.0% | 232 | -45 | -12.43% | Q4 2025 | Mar 16, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 15 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 338 | 15 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 14 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 268 | 13 | 0.0% | 0.0% | 238 | -16,856 | -98.43% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 277 | 13 | 0.0% | 0.0% | 236 | -747 | -72.95% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 285 | 13 | 0.0% | 0.0% | 237 | +91 | 46.91% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 266 | 12 | 0.0% | — | 239 | +263 | 8766.67% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 267 | 12 | 0.0% | 0.0% | 240 | +115 | 75.66% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 255 | 12 | 0.0% | 0.0% | 241 | +31 | 13.84% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 237 | 11 | 0.0% | 0.0% | 242 | -34 | -12.55% | Q4 2025 | Jan 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 228 | 10 | 0.0% | 0.01% | 243 | -268 | -54.03% | Q4 2025 | Jan 08, 2026 |
| Caitlin John, LLC | History | Reduced | 218 | 10 | 0.01% | 0.01% | 244 | -4 | -1.8% | Q4 2025 | Feb 18, 2026 |
| Torren Management, LLC | History | New | 187 | 8 | 0.0% | — | 246 | +187 | New | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 172 | 8 | 0.0% | 0.0% | 245 | +50 | 40.98% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 156 | 7 | 0.0% | 0.0% | 247 | -228 | -59.38% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 129 | 6 | 0.0% | 0.0% | 248 | +66 | 104.76% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 125 | 5 | 0.0% | — | 251 | +125 | New | Q4 2025 | Mar 04, 2026 |
| BESSEMER GROUP INC | History | New | 115 | 5 | 0.0% | — | 250 | +115 | New | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 105 | 5 | 0.0% | — | 252 | +103 | 5150.0% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 105 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 102 | 4 | 0.0% | 0.0% | 254 | -49 | -32.45% | Q4 2025 | Jan 23, 2026 |
| WealthCollab, LLC | History | Added to | 103 | 4 | 0.0% | 0.0% | 255 | +23 | 28.75% | Q4 2025 | Jan 27, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 95 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 95 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 69 | 3 | 0.0% | — | 257 | +52 | 305.88% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | Reduced | 56 | 2 | 0.0% | 0.0% | 261 | -73 | -56.59% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | New | 62 | 2 | 0.0% | — | 263 | +62 | New | Q4 2025 | Jan 14, 2026 |
| Networth Advisors, LLC | History | New | 46 | 2 | 0.0% | — | 264 | +46 | New | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 45 | 2 | 0.0% | — | 262 | +45 | New | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 37 | 1 | 0.0% | — | 268 | +37 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 35 | 1 | 0.0% | — | 274 | +35 | New | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | New | 31 | 1 | 0.0% | — | 267 | +31 | New | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | New | 22 | 1 | 0.0% | — | 265 | +22 | New | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | Added to | 22 | 1 | 0.0% | — | 271 | +21 | 2100.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 270 | -10 | -27.78% | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 33 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | No change | 21 | 1 | 0.0% | — | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -523,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -115,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,443 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -32,607 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| APG Asset Management N.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,881 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -23,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,983 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.08% | — | -17,704 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,681 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -12,602 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,593 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.95% | — | -8,757 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,944 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,042 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,279 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Applied Finance Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,773 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,129 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,836 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,755 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,547 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,955 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,223 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -385 | -96.01% | Q4 2025 | Feb 09, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Oct 07, 2025 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 3 | 0 | — | 0.0% | — | -92 | -96.84% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | Reduced | 5 | 0 | — | 0.0% | — | -73 | -93.59% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -47 | -72.31% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10 | 0 | — | 0.0% | — | -22 | -68.75% | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Principia Wealth Advisory, LLC | History | Reduced | 4 | 0 | — | — | — | -12 | -75.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 19, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Jan 07, 2026 |
| TFC Financial Management, Inc. | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Root Financial Partners, LLC | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hilton Head Capital Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |