Concentrix Corp - CNXC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Groupe Bruxelles Lambert | History | No change | 8,773,667 | 364,809 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,932,539 | 205,094 | 0.0% | 0.0% | 2 | -124,473 | -2.46% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,826,872 | 159,121 | 0.0% | 0.0% | 3 | -33,481 | -0.87% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,950,287 | 122,672 | 0.06% | 0.13% | 4 | -1,430,534 | -32.65% | Q4 2025 | Feb 17, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 2,927,196 | 121,712 | 0.36% | 0.33% | 5 | +714,604 | 32.3% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 2,809,039 | 116,799 | 0.01% | 0.01% | 6 | -18,688 | -0.66% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,491,270 | 103,587 | 0.02% | 0.02% | 7 | +551,778 | 28.45% | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | Reduced | 2,490,124 | 103,539 | 0.08% | 0.09% | 8 | -30,764 | -1.22% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 2,273,038 | 94,512 | 0.07% | 0.06% | 9 | +722,450 | 46.59% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,014,615 | 83,767 | 0.28% | 0.35% | 10 | -215,882 | -9.68% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Reduced | 1,491,760 | 62,027 | 0.0% | 0.0% | 11 | -68,857 | -4.41% | Q4 2025 | Feb 13, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 1,191,702 | 49,550 | 0.65% | 0.83% | 12 | -86,427 | -6.76% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,098,147 | 45,660 | 0.0% | 0.0% | 13 | +201,072 | 22.41% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 1,088,922 | 45,277 | 1.01% | 1.16% | 14 | -121,558 | -10.04% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 937,635 | 38,986 | 0.05% | 0.02% | 15 | +615,378 | 190.96% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 879,541 | 36,579 | 0.0% | 0.0% | 16 | -52,322 | -5.61% | Q4 2025 | Feb 09, 2026 |
| Invenomic Capital Management LP | History | Added to | 874,241 | 36,350 | 1.69% | 1.84% | 17 | +51,896 | 6.31% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | Added to | 829,700 | 34,498 | 0.28% | 0.13% | 18 | +571,400 | 221.22% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 805,898 | 33,509 | 0.02% | 0.02% | 19 | +220,590 | 37.69% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 709,770 | 29,512 | 0.01% | 0.0% | 20 | +433,731 | 157.13% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 592,332 | 24,629 | 0.01% | 0.01% | 21 | +384,936 | 185.6% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 568,150 | 23,409 | 0.02% | 0.03% | 22 | -54,105 | -8.69% | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | New | 551,058 | 22,912 | 0.06% | — | 23 | +551,058 | New | Q4 2025 | Feb 13, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 511,736 | 21,277 | 3.49% | 3.43% | 24 | +39,055 | 8.26% | Q4 2025 | Feb 02, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 500,341 | 20,804 | 0.03% | 0.03% | 25 | +4,507 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 478,790 | 19,908 | 0.0% | 0.0% | 26 | +67,036 | 16.28% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 471,206 | 19,592 | 0.0% | 0.0% | 27 | -38,088 | -7.48% | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 466,200 | 19,384 | 0.16% | — | 28 | +466,200 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 427,890 | 17,791 | 0.0% | 0.0% | 29 | +4,551 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 396,664 | 16,493 | 0.03% | 0.03% | 30 | +122,175 | 44.51% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 394,686 | 16,411 | 0.01% | 0.0% | 31 | +360,725 | 1062.17% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 368,810 | 15,335 | 0.0% | 0.0% | 32 | -69,837 | -15.92% | Q4 2025 | Jan 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 344,240 | 14,313 | 0.3% | — | 33 | +344,240 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 340,074 | 14,140 | 0.0% | — | 34 | +340,074 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 289,305 | 12,029 | 0.0% | 0.0% | 35 | +26,869 | 10.24% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 288,137 | 11,980 | 0.01% | 0.01% | 36 | +110,346 | 62.07% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 283,278 | 11,778 | 0.0% | 0.0% | 37 | +8,177 | 2.97% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 271,141 | 11,274 | 0.0% | 0.0% | 38 | +3,976 | 1.49% | Q4 2025 | Mar 25, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 257,251 | 10,696 | 0.02% | 0.02% | 39 | +73,700 | 40.15% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Added to | 252,199 | 10,486 | 0.18% | 0.0% | 40 | +246,544 | 4359.75% | Q4 2025 | Feb 18, 2026 |
| Nuveen, LLC | History | Added to | 231,694 | 9,633 | 0.0% | 0.0% | 41 | +11,545 | 5.24% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 222,598 | 9,255 | 0.0% | 0.0% | 42 | +1,576 | 0.71% | Q4 2025 | Feb 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 216,154 | 8,987 | 1.13% | 0.97% | 43 | +58,251 | 36.89% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 207,152 | 8,613 | 0.0% | 0.0% | 44 | -53,563 | -20.54% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 195,843 | 8,143 | 0.0% | 0.0% | 45 | +6,667 | 3.52% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 194,458 | 8,085 | 0.0% | 0.0% | 46 | +65,029 | 50.24% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 191,559 | 7,894 | 0.01% | 0.02% | 47 | -8,096 | -4.05% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 186,231 | 7,743 | 0.02% | 0.04% | 48 | -119,378 | -39.06% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 184,176 | 7,658 | 0.26% | 0.17% | 49 | +88,674 | 92.85% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 174,961 | 7,274 | 0.03% | 0.07% | 50 | -163,169 | -48.26% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 153,062 | 6,364 | 0.01% | 0.01% | 51 | +3,265 | 2.18% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 148,935 | 6,192 | 0.0% | 0.0% | 52 | +98,737 | 196.7% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 148,012 | 6,154 | 0.0% | 0.0% | 53 | -23,050 | -13.47% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 145,801 | 6,062 | 0.02% | 0.03% | 54 | -18,537 | -11.28% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 145,428 | 6,046 | 0.01% | 0.0% | 55 | +110,967 | 322.01% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 137,188 | 5,704 | 0.19% | 0.3% | 56 | -56,693 | -29.24% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 136,415 | 5,672 | 0.0% | — | 57 | +136,415 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 121,522 | 5,052 | 0.01% | 0.01% | 58 | -18,249 | -13.06% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 120,633 | 5,015 | 0.0% | 0.0% | 59 | -17,864 | -12.9% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 120,510 | 5,010 | 0.0% | 0.0% | 60 | -22,192 | -15.55% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 113,310 | 4,711 | 0.0% | 0.0% | 61 | -5,368 | -4.52% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 99,948 | 4,155 | 0.0% | 0.0% | 62 | -4,044 | -3.89% | Q4 2025 | Feb 09, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 98,450 | 4,093 | 2.32% | 2.65% | 63 | -3,600 | -3.53% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 95,061 | 3,952 | 0.0% | 0.0% | 64 | -4,398 | -4.42% | Q4 2025 | Feb 02, 2026 |
| Walleye Trading LLC | History | Added to | 92,400 | 3,841 | 0.01% | 0.0% | 65 | +83,174 | 901.52% | Q4 2025 | Feb 13, 2026 |
| Round Hill Asset Management | History | Added to | 87,392 | 3,633 | 2.29% | 0.9% | 66 | +57,649 | 193.82% | Q4 2025 | Feb 12, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 86,342 | 3,590 | 0.15% | 1.23% | 67 | -530,500 | -86.0% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 86,085 | 3,579 | 0.01% | 0.01% | 68 | +48,287 | 127.75% | Q4 2025 | Feb 12, 2026 |
| Nierenberg Investment Management Company, LLC | History | Added to | 84,480 | 3,512 | 1.71% | 1.0% | 69 | +34,000 | 67.35% | Q4 2025 | Feb 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 84,000 | 3,492 | 0.84% | 0.42% | 70 | +42,000 | 100.0% | Q4 2025 | Feb 02, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 82,856 | 3,451 | 0.0% | 0.0% | 71 | -10,206 | -10.97% | Q4 2025 | Jan 08, 2026 |
| Trexquant Investment LP | History | Added to | 79,368 | 3,300 | 0.03% | 0.01% | 72 | +66,191 | 502.32% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 77,363 | 3,216 | 0.0% | 0.0% | 73 | -75,002 | -49.23% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 76,955 | 3,198 | 0.03% | 0.04% | 74 | -460 | -0.59% | Q4 2025 | Jan 23, 2026 |
| Swedbank AB | History | No change | 76,300 | 3,172 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | New | 73,635 | 3,061 | 0.0% | — | 76 | +73,635 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | No change | 73,185 | 3,043 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | New | 71,993 | 2,993 | 0.03% | — | 78 | +71,993 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 71,140 | 2,958 | 0.0% | 0.0% | 79 | +37,011 | 108.44% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,702 | 2,939 | 0.0% | 0.0% | 80 | -59,672 | -45.77% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 61,584 | 2,563 | 0.0% | 0.0% | 81 | +19,951 | 47.92% | Q4 2025 | Jan 28, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 61,463 | 2,555 | 0.28% | 0.31% | 82 | +755 | 1.24% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 60,642 | 2,521 | 0.0% | 0.0% | 83 | +22,169 | 57.62% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 59,134 | 2,458 | 0.0% | 0.0% | 84 | +22,187 | 60.05% | Q4 2025 | Mar 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 53,947 | 2,243 | 0.11% | — | 85 | +53,947 | New | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 53,359 | 2,218 | 0.02% | 0.0% | 86 | +33,559 | 169.49% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 53,049 | 2,205 | 0.01% | 0.01% | 87 | -1,053 | -1.95% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 49,600 | 2,062 | 0.0% | 0.0% | 88 | -869 | -1.72% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | New | 47,899 | 1,991 | 0.0% | — | 89 | +47,899 | New | Q4 2025 | Feb 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 47,851 | 1,989 | 0.01% | 0.01% | 90 | +22,000 | 85.1% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 47,605 | 1,980 | 0.0% | 0.0% | 91 | +14,476 | 43.7% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 45,780 | 1,903 | 0.06% | 0.02% | 92 | +33,340 | 268.01% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 45,304 | 1,883 | 0.0% | 0.0% | 93 | -8,102 | -15.17% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 43,425 | 1,805 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 42,160 | 1,753 | 0.0% | — | 95 | +42,160 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 41,083 | 1,708 | 0.0% | 0.01% | 96 | -145,515 | -77.98% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 40,521 | 1,684 | 0.02% | 0.0% | 97 | +31,586 | 353.51% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,188 | 1,676 | 0.0% | 0.0% | 98 | -34,269 | -46.03% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 40,284 | 1,675 | 0.0% | 0.01% | 99 | -964 | -2.34% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 39,817 | 1,655 | 0.0% | 0.01% | 100 | -39,028 | -49.5% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 38,262 | 1,590 | 0.0% | 0.0% | 101 | -24,587 | -39.12% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 37,604 | 1,563 | 0.0% | 0.0% | 102 | +8,372 | 28.64% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 37,468 | 1,558 | 0.0% | 0.01% | 103 | -49,042 | -56.69% | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 37,375 | 1,554 | 0.0% | 0.0% | 104 | -1,459 | -3.76% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,277 | 1,508 | 0.0% | 0.0% | 105 | -112 | -0.31% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,738 | 1,486 | 0.0% | 0.0% | 106 | +1,543 | 4.51% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,080 | 1,457 | 0.0% | 0.0% | 107 | -28,806 | -46.55% | Q4 2025 | Jan 08, 2026 |
| BARCLAYS PLC | History | Reduced | 34,977 | 1,454 | 0.0% | 0.0% | 108 | -44,009 | -55.72% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,273 | 1,425 | 0.0% | 0.0% | 109 | -2,611 | -7.08% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 34,200 | 1,422 | 0.0% | — | 110 | +34,200 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 33,782 | 1,404 | 0.01% | 0.01% | 111 | +4,001 | 13.43% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | New | 32,116 | 1,335 | 0.01% | — | 112 | +32,116 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 31,521 | 1,310 | 0.0% | — | 113 | +31,521 | New | Q4 2025 | Feb 13, 2026 |
| CLARK ESTATES INC/NY | History | No change | 29,142 | 1,211 | 0.29% | 0.31% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 27,617 | 1,148 | 0.05% | 0.03% | 115 | +9,141 | 49.47% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 25,788 | 1,072 | 0.04% | 0.02% | 116 | +9,512 | 58.44% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 24,826 | 1,032 | 0.08% | 0.08% | 117 | +2,090 | 9.19% | Q4 2025 | Jan 20, 2026 |
| Aquatic Capital Management LLC | History | New | 24,223 | 1,007 | 0.03% | — | 118 | +24,223 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 23,859 | 992 | 0.0% | 0.0% | 119 | +12,497 | 109.99% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 23,182 | 963 | 0.07% | — | 120 | +23,182 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 22,935 | 953 | 0.0% | 0.0% | 121 | +6,087 | 36.13% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 21,950 | 912 | 0.01% | 0.0% | 122 | +21,933 | 129017.65% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 21,751 | 904 | 0.0% | 0.0% | 123 | +1,543 | 7.64% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,597 | 898 | 0.0% | 0.01% | 124 | -1,400 | -6.09% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 20,622 | 857 | 0.01% | 0.01% | 125 | +194 | 0.95% | Q4 2025 | Feb 05, 2026 |
| CenterBook Partners LP | History | Added to | 20,509 | 852 | 0.04% | 0.04% | 126 | +2,761 | 15.56% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 20,200 | 839 | 0.0% | 0.01% | 127 | -6,959 | -25.62% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 19,023 | 790 | 0.01% | 0.01% | 128 | -690 | -3.5% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 18,748 | 779 | 0.01% | 0.01% | 129 | -928 | -4.72% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 18,627 | 774 | 0.0% | 0.0% | 130 | -3,307 | -15.08% | Q4 2025 | Feb 12, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,513 | 770 | 0.0% | 0.0% | 131 | -1,601 | -7.96% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,400 | 765 | 0.0% | 0.0% | 132 | +3,600 | 24.32% | Q4 2025 | Jan 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 18,397 | 764 | 0.01% | 0.01% | 133 | -2,269 | -10.98% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,981 | 748 | 0.0% | 0.01% | 134 | -38,835 | -68.35% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 17,688 | 735 | 0.0% | 0.0% | 135 | -60,418 | -77.35% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,774 | 697 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 18,503 | 691 | 0.0% | 0.0% | 137 | -6,788 | -26.84% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 16,600 | 690 | 0.0% | — | 138 | +16,600 | New | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 16,190 | 673 | 0.27% | — | 139 | +16,190 | New | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Added to | 16,099 | 669 | 0.0% | 0.0% | 140 | +6,804 | 73.2% | Q4 2025 | Feb 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,808 | 657 | 0.0% | — | 141 | +15,808 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,585 | 648 | 0.0% | 0.0% | 142 | +2,569 | 19.74% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 15,317 | 637 | 0.14% | — | 143 | +15,317 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,289 | 635 | 0.0% | 0.0% | 144 | -9,974 | -39.48% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 15,211 | 632 | 0.0% | 0.0% | 145 | +181 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,993 | 623 | 0.01% | 0.01% | 146 | +8,502 | 130.98% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,599 | 607 | 0.0% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,125 | 606 | 0.01% | 0.01% | 148 | -468 | -3.0% | Q4 2025 | Jan 21, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 14,312 | 595 | 0.34% | 0.38% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 14,291 | 594 | 0.02% | — | 150 | +14,291 | New | Q4 2025 | Feb 17, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 14,000 | 582 | 0.43% | — | 151 | +14,000 | New | Q4 2025 | Feb 11, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 13,973 | 580 | 0.05% | 0.06% | 152 | -185 | -1.31% | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,391 | 556 | 0.01% | 0.01% | 153 | +84 | 0.63% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,298 | 552 | 0.0% | 0.0% | 154 | -675 | -4.83% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | New | 13,226 | 550 | 0.02% | — | 155 | +13,226 | New | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Added to | 13,121 | 545 | 0.0% | 0.0% | 156 | +571 | 4.55% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Reduced | 12,990 | 540 | 0.02% | 0.04% | 157 | -5,590 | -30.09% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 12,227 | 508 | 0.0% | — | 158 | +12,227 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 507 | 0.01% | 0.01% | 159 | -300 | -2.4% | Q4 2025 | Jan 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 11,973 | 497 | 0.05% | 0.06% | 160 | -712 | -5.61% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,831 | 491 | 0.0% | 0.01% | 161 | -12,862 | -52.09% | Q4 2025 | Jan 26, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 11,751 | 488 | 0.01% | — | 162 | +11,751 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 11,733 | 487 | 0.04% | — | 163 | +11,733 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,656 | 484 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,321 | 470 | 0.0% | 0.0% | 165 | -8,279 | -42.24% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 11,252 | 467 | 0.04% | — | 166 | +11,252 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 11,158 | 464 | 0.24% | 0.27% | 167 | +543 | 5.12% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,061 | 459 | 0.0% | 0.0% | 168 | -423 | -3.68% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,995 | 457 | 0.0% | 0.01% | 169 | -7,949 | -41.96% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,600 | 441 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 10,500 | 436 | 0.0% | — | 173 | +10,500 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10,509 | 436 | 0.0% | 0.0% | 172 | -7,134 | -40.44% | Q4 2025 | Jan 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 10,491 | 436 | 0.0% | 0.0% | 171 | -200 | -1.87% | Q4 2025 | Jan 29, 2026 |
| DENALI ADVISORS LLC | History | New | 10,343 | 430 | 0.05% | — | 174 | +10,343 | New | Q4 2025 | Feb 03, 2026 |
| Arizona State Retirement System | History | Reduced | 10,346 | 430 | 0.0% | 0.0% | 175 | -838 | -7.49% | Q4 2025 | Jan 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 10,273 | 427 | 0.01% | 0.01% | 176 | -1,557 | -13.16% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 10,273 | 427 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,954 | 414 | 0.0% | 0.0% | 178 | -327 | -3.18% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,928 | 412 | 0.01% | 0.01% | 179 | -7,803 | -44.01% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 9,890 | 411 | 0.0% | 0.01% | 180 | -84 | -0.84% | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | New | 9,687 | 402 | 0.0% | — | 181 | +9,687 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 9,652 | 401 | 0.01% | 0.02% | 183 | -1,977 | -17.0% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 9,652 | 401 | 0.0% | 0.0% | 182 | -1,412 | -12.76% | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 9,139 | 379 | 0.06% | — | 184 | +9,139 | New | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 8,945 | 371 | 0.04% | — | 186 | +8,945 | New | Q4 2025 | Feb 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,928 | 371 | 0.0% | 0.0% | 185 | -2,783 | -23.76% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,869 | 368 | 0.0% | 0.01% | 187 | -100 | -1.11% | Q4 2025 | Feb 04, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 8,718 | 362 | 0.01% | 0.05% | 189 | -17,958 | -67.32% | Q4 2025 | Jan 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,702 | 362 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 8,401 | 349 | 0.02% | 0.03% | 190 | -452 | -5.11% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,210 | 341 | 0.04% | — | 191 | +8,210 | New | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,081 | 336 | 0.0% | 0.0% | 192 | -4,780 | -37.17% | Q4 2025 | Jan 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,101 | 336 | 0.01% | 0.01% | 193 | -287 | -3.42% | Q4 2025 | Feb 11, 2026 |
| Vest Financial, LLC | History | New | 7,922 | 329 | 0.0% | — | 194 | +7,922 | New | Q4 2025 | Jan 30, 2026 |
| Sagewood Asset Management LP | History | New | 7,723 | 321 | 0.11% | — | 195 | +7,723 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 7,634 | 317 | 0.0% | 0.0% | 196 | -666 | -8.02% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,601 | 316 | 0.01% | 0.01% | 197 | -1,291 | -14.52% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,536 | 313 | 0.0% | 0.0% | 198 | +1,172 | 18.42% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | New | 7,518 | 312 | 0.02% | — | 199 | +7,518 | New | Q4 2025 | Jan 21, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 7,432 | 309 | 0.29% | — | 200 | +7,432 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,395 | 307 | 0.03% | — | 201 | +7,395 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 7,081 | 306 | 0.01% | — | 202 | +7,081 | New | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | New | 7,219 | 300 | 0.0% | — | 203 | +7,219 | New | Q4 2025 | Mar 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,147 | 297 | 0.0% | 0.0% | 204 | +2,426 | 51.39% | Q4 2025 | Feb 02, 2026 |
| Vinva Investment Management Ltd | History | Added to | 4,749 | 295 | 0.0% | 0.0% | 205 | +1,912 | 67.4% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 6,913 | 287 | 0.0% | 0.0% | 206 | -788 | -10.23% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,868 | 286 | 0.0% | 0.0% | 207 | -349 | -4.84% | Q4 2025 | Feb 05, 2026 |
| ARGA Investment Management, LP | History | No change | 6,798 | 282 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,767 | 281 | 0.0% | 0.0% | 209 | +303 | 4.69% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 6,600 | 274 | 0.0% | 0.0% | 210 | -1,223 | -15.63% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 6,419 | 267 | 0.0% | 0.0% | 211 | -1,849 | -22.36% | Q4 2025 | Jan 23, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,227 | 258 | 0.01% | 0.01% | 212 | -327 | -4.99% | Q4 2025 | Feb 09, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 6,061 | 252 | 0.0% | — | 213 | +6,061 | New | Q4 2025 | Jan 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,954 | 247 | 0.03% | — | 214 | +5,954 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 5,854 | 243 | 0.0% | — | 215 | +5,854 | New | Q4 2025 | Feb 17, 2026 |
| Unified Investment Management | History | Reduced | 5,232 | 217 | 0.22% | 0.59% | 216 | -7,562 | -59.11% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,200 | 216 | 0.0% | 0.0% | 217 | -45,600 | -89.76% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | New | 5,159 | 214 | 0.02% | — | 219 | +5,159 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,156 | 214 | 0.0% | 0.0% | 218 | -550 | -9.64% | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,938 | 210 | 0.01% | 0.01% | 220 | -2,718 | -35.5% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Added to | 5,029 | 209 | 0.02% | 0.02% | 221 | +293 | 6.19% | Q4 2025 | Feb 11, 2026 |
| WESTPAC BANKING CORP | History | New | 5,024 | 208 | 0.01% | — | 222 | +5,024 | New | Q4 2025 | Feb 10, 2026 |
| Perpetual Ltd | History | New | 5,024 | 208 | 0.0% | — | 223 | +5,024 | New | Q4 2025 | Jan 20, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,970 | 206 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,789 | 204 | 0.0% | 0.01% | 225 | -2,273 | -32.19% | Q4 2025 | Jan 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,913 | 204 | 0.01% | 0.01% | 226 | +513 | 11.66% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,555 | 189 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,500 | 187 | 0.0% | 0.0% | 228 | -37,340 | -89.24% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,323 | 179 | 0.0% | 0.0% | 229 | -565 | -11.56% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,599 | 149 | 0.0% | 0.0% | 230 | +771 | 27.26% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,554 | 147 | 0.0% | 0.0% | 231 | -443 | -11.08% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,151 | 131 | 0.0% | 0.0% | 232 | -200 | -5.97% | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,000 | 124 | 0.0% | 0.0% | 233 | +2,900 | 2900.0% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,737 | 113 | 0.0% | 0.0% | 234 | -5,950 | -68.49% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,614 | 108 | 0.0% | 0.0% | 235 | -2,033 | -43.75% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,404 | 99 | 0.0% | — | 236 | +2,404 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,829 | 76 | 0.0% | 0.0% | 237 | -582 | -24.14% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,727 | 72 | 0.0% | 0.0% | 238 | +1,225 | 244.02% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,674 | 69 | 0.0% | 0.0% | 239 | -938 | -35.91% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 1,583 | 65 | 0.0% | 0.04% | 240 | -58,409 | -97.36% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,549 | 64 | 0.0% | 0.01% | 241 | -2,597 | -62.64% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,392 | 58 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 943 | 58 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,324 | 55 | 0.0% | 0.01% | 244 | -91 | -6.43% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,277 | 53 | 0.0% | 0.0% | 246 | +1,222 | 2221.82% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,296 | 53 | 0.01% | 0.02% | 245 | -1,205 | -48.18% | Q4 2025 | Jan 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,196 | 49 | 0.0% | 0.0% | 247 | +1,138 | 1962.07% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,170 | 48 | 0.0% | 0.0% | 248 | -1,291 | -52.46% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,146 | 47 | 0.0% | 0.0% | 249 | +392 | 51.99% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,113 | 46 | 0.0% | 0.0% | 250 | -537 | -32.55% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,086 | 45 | 0.0% | 0.0% | 251 | -2,737 | -71.59% | Q4 2025 | Jan 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,083 | 45 | 0.01% | — | 252 | +1,083 | New | Q4 2025 | Jan 27, 2026 |
| STRS OHIO | History | Reduced | 1,058 | 43 | 0.0% | 0.0% | 253 | -11 | -1.03% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,056 | 43 | 0.0% | 0.0% | 254 | -2 | -0.19% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,000 | 41 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 969 | 40 | 0.0% | 0.01% | 256 | -1,743 | -64.27% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 872 | 36 | 0.0% | 0.0% | 257 | +795 | 1032.47% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 758 | 31 | 0.01% | 0.02% | 258 | -188 | -19.87% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Added to | 744 | 30 | 0.0% | 0.0% | 259 | +116 | 18.47% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 651 | 27 | 0.01% | — | 260 | +651 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 565 | 23 | 0.0% | 0.0% | 261 | +163 | 40.55% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 545 | 22 | 0.0% | 0.0% | 262 | +461 | 548.81% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 508 | 21 | 0.0% | 0.0% | 263 | -937 | -64.84% | Q4 2025 | Feb 02, 2026 |
| Hillsdale Investment Management Inc. | History | New | 500 | 20 | 0.0% | — | 264 | +500 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 497 | 20 | 0.0% | — | 265 | +497 | New | Q4 2025 | Feb 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 489 | 20 | 0.0% | 0.0% | 266 | -3 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 418 | 17 | 0.0% | 0.0% | 268 | -1,443 | -77.54% | Q4 2025 | Mar 16, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 423 | 17 | 0.0% | 0.0% | 267 | -1,082 | -71.89% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 393 | 16 | 0.0% | 0.01% | 269 | -642 | -62.03% | Q4 2025 | Jan 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 362 | 15 | 0.0% | — | 270 | +362 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 358 | 14 | 0.0% | — | 272 | +358 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 348 | 14 | 0.0% | 0.0% | 271 | +286 | 461.29% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 347 | 14 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 321 | 13 | 0.0% | 0.0% | 274 | -611 | -65.56% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 327 | 13 | 0.0% | 0.0% | 275 | -297 | -47.6% | Q4 2025 | Jan 29, 2026 |
| Quarry LP | History | New | 290 | 12 | 0.0% | — | 277 | +290 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 312 | 12 | 0.0% | 0.0% | 276 | +152 | 95.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 313 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | No change | 270 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 251 | 10 | 0.0% | 0.0% | 281 | -466 | -64.99% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 249 | 10 | 0.0% | — | 283 | +246 | 8200.0% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | Added to | 241 | 10 | 0.0% | — | 282 | +233 | 2912.5% | Q4 2025 | Jan 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 247 | 10 | 0.0% | 0.0% | 280 | -72 | -22.57% | Q4 2025 | Jan 27, 2026 |
| Optiver Holding B.V. | History | New | 217 | 9 | 0.0% | — | 284 | +217 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 227 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 209 | 8 | 0.0% | 0.0% | 287 | -11 | -5.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 202 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GoalVest Advisory LLC | History | New | 165 | 6 | 0.0% | — | 291 | +165 | New | Q4 2025 | Jan 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 159 | 6 | 0.0% | — | 289 | +159 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 157 | 6 | 0.0% | 0.0% | 290 | -36 | -18.65% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 146 | 6 | 0.0% | 0.01% | 292 | -29 | -16.57% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | Reduced | 138 | 5 | 0.0% | 0.01% | 295 | -287 | -67.53% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 131 | 5 | 0.0% | 0.0% | 294 | +52 | 65.82% | Q4 2025 | Feb 10, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 126 | 5 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 110 | 4 | 0.0% | — | 297 | +110 | New | Q4 2025 | Jan 30, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 83 | 3 | 0.0% | 0.0% | 302 | -609 | -88.01% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 301 | -97 | -54.8% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 95 | 3 | 0.0% | 0.0% | 298 | -6 | -5.94% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 80 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 311 | -236 | -79.46% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 56 | 2 | 0.0% | 0.0% | 309 | -116 | -67.44% | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 51 | 2 | 0.0% | 0.0% | 307 | -41 | -44.57% | Q4 2025 | Feb 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 306 | -19 | -28.36% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 42 | 2 | 0.0% | 0.0% | 308 | +14 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | No change | 55 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 61 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 34 | 1 | 0.0% | — | 318 | +34 | New | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | New | 31 | 1 | 0.0% | — | 316 | +31 | New | Q4 2025 | Jan 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 28 | 1 | 0.0% | — | 319 | +28 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 27 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 38 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | No change | 32 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Impactive Capital LP | History | Closed out | 0 | 0 | — | 9.71% | — | -4,375,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.64% | — | -688,360 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -77,128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48,709 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,845 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,292 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -19,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -16,797 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,453 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -14,859 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,906 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,936 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,085 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,603 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,556 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -10,371 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,845 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,986 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.13% | — | -7,089 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.11% | — | -6,757 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,453 | -100.0% | Q3 2025 | Mar 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,337 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,314 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,255 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,110 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,786 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,679 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,672 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,219 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,157 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,143 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,974 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,816 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LIBRA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,584 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Claret Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -4,435 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -549 | -99.82% | Q4 2025 | Feb 09, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kilter Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -74 | -98.67% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -44 | -73.33% | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Feb 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MidFirst Bank | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 25, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 24 | 0 | — | — | — | +17 | 242.86% | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 19 | 0 | — | — | — | +13 | 216.67% | Q4 2025 | Jan 15, 2026 |
| Olistico Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 13, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rialto Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -8 | -72.73% | Q4 2025 | Jan 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 14 | 0 | — | — | — | -5 | -26.32% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q4 2025 | Jan 16, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Jan 07, 2026 |
| Cromwell Holdings LLC | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q4 2025 | Jan 20, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HFM Investment Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Jan 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Avion Wealth | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |