COHU INC - COHU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 7,122,001 | 165,728 | 0.0% | 0.0% | 1 | +49,827 | 0.7% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,361,164 | 101,484 | 0.0% | 0.0% | 2 | +57,618 | 1.34% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,472,480 | 57,534 | 0.03% | 0.03% | 3 | -461,970 | -15.74% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,918,424 | 44,641 | 0.45% | 0.39% | 4 | +7,927 | 0.41% | Q4 2025 | Feb 09, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 1,892,347 | 44,034 | 0.15% | 0.13% | 5 | -133,454 | -6.59% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,849,027 | 43,027 | 0.01% | 0.01% | 6 | -522,987 | -22.05% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,819,530 | 42,340 | 0.0% | 0.0% | 7 | +5,439 | 0.3% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,541,082 | 35,860 | 0.85% | 0.76% | 8 | -795 | -0.05% | Q4 2025 | Feb 09, 2026 |
| SG Capital Management LLC | History | New | 1,425,621 | 33,174 | 3.19% | — | 9 | +1,425,621 | New | Q4 2025 | Feb 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 1,398,897 | 32,552 | 0.35% | 0.26% | 10 | -12,530 | -0.89% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,116,775 | 25,991 | 0.0% | 0.0% | 11 | -46,452 | -3.99% | Q4 2025 | Feb 09, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 914,897 | 21,289 | 0.9% | 0.72% | 12 | +99,998 | 12.27% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 877,842 | 20,427 | 0.0% | 0.0% | 13 | -64,459 | -6.84% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 860,196 | 20,016 | 0.0% | 0.0% | 14 | +164,837 | 23.71% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 806,191 | 18,760 | 0.0% | 0.0% | 15 | +13,376 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 703,383 | 16,367 | 1.61% | 1.4% | 16 | -56,810 | -7.47% | Q4 2025 | Jan 27, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 621,378 | 14,459 | 0.73% | 0.65% | 17 | -2,365 | -0.38% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 544,806 | 12,677 | 0.01% | 0.0% | 18 | +281,367 | 106.81% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 541,922 | 12,610 | 0.02% | 0.0% | 19 | +481,083 | 790.75% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 511,198 | 11,895 | 0.0% | 0.0% | 20 | -36,909 | -6.73% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 506,072 | 11,776 | 0.0% | 0.0% | 21 | +376,105 | 289.38% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 471,222 | 10,965 | 0.0% | 0.0% | 22 | -31,239 | -6.22% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 446,552 | 10,391 | 0.0% | 0.0% | 23 | +344,723 | 338.53% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 423,683 | 9,859 | 0.13% | — | 24 | +423,683 | New | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | New | 400,439 | 9,318 | 0.74% | — | 25 | +400,439 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 380,238 | 8,848 | 0.01% | — | 26 | +380,238 | New | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 367,645 | 8,555 | 0.01% | — | 27 | +367,645 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 362,774 | 8,441 | 0.0% | 0.0% | 28 | +13,659 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Meros Investment Management, LP | History | Added to | 355,744 | 8,278 | 3.28% | 2.86% | 29 | +26,756 | 8.13% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 334,429 | 7,782 | 0.03% | 0.02% | 30 | +91,094 | 37.44% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 321,838 | 7,489 | 0.0% | 0.0% | 31 | +175,801 | 120.38% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 318,671 | 7,415 | 0.01% | — | 32 | +318,671 | New | Q4 2025 | Feb 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 302,838 | 7,047 | 0.14% | 0.03% | 33 | +235,438 | 349.31% | Q4 2025 | Feb 06, 2026 |
| CSM Advisors, LLC | History | Reduced | 297,529 | 6,924 | 0.19% | 0.17% | 34 | -1,589 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Lightrock Netherlands B.V. | History | Reduced | 172,105 | 6,223 | 1.29% | 1.28% | 35 | -111,023 | -39.21% | Q4 2025 | Jan 26, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 257,297 | 5,987 | 0.02% | 0.01% | 36 | +49,849 | 24.03% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 247,646 | 5,762 | 0.01% | 0.01% | 37 | -500 | -0.2% | Q4 2025 | Feb 04, 2026 |
| Azarias Capital Management, L.P. | History | Reduced | 237,207 | 5,519 | 2.42% | 2.3% | 38 | -48,441 | -16.96% | Q4 2025 | Jan 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 234,676 | 5,460 | 0.01% | 0.01% | 39 | -37,986 | -13.93% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 232,130 | 5,401 | 0.0% | 0.0% | 40 | -122,554 | -34.55% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 228,939 | 5,327 | 0.0% | 0.0% | 41 | +29,746 | 14.93% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 222,499 | 5,177 | 0.0% | 0.0% | 42 | -2,840 | -1.26% | Q4 2025 | Feb 02, 2026 |
| Divisar Capital Management LLC | History | Reduced | 217,160 | 5,053 | 1.42% | 1.33% | 43 | -22,734 | -9.48% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 215,356 | 5,011 | 0.01% | 0.0% | 44 | +199,014 | 1217.81% | Q4 2025 | Feb 17, 2026 |
| 4D Advisors, LLC | History | New | 200,000 | 4,654 | 2.55% | — | 45 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 195,536 | 4,550 | 0.58% | 0.44% | 46 | +42,593 | 27.85% | Q4 2025 | Jan 23, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 188,533 | 4,387 | 0.67% | 0.6% | 47 | -4,313 | -2.24% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 183,701 | 4,274 | 0.0% | 0.0% | 48 | +171,705 | 1431.35% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 178,898 | 4,162 | 0.0% | 0.0% | 49 | -17,912 | -9.1% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 170,429 | 3,965 | 0.0% | 0.0% | 50 | +33,924 | 24.85% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 161,732 | 3,763 | 0.01% | 0.01% | 51 | -20,341 | -11.17% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 152,654 | 3,552 | 0.01% | 0.0% | 52 | +5,747 | 3.91% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 145,987 | 3,397 | 0.0% | 0.0% | 53 | -111,623 | -43.33% | Q4 2025 | Feb 11, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 145,000 | 3,374 | 0.21% | 0.17% | 54 | +27,000 | 22.88% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 143,507 | 3,339 | 0.0% | 0.0% | 55 | +40,393 | 39.17% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 142,111 | 3,306 | 0.01% | 0.0% | 56 | +68,358 | 92.69% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 135,076 | 3,143 | 0.0% | 0.0% | 57 | -669,271 | -83.21% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 132,793 | 3,090 | 0.0% | 0.0% | 58 | -8,329 | -5.9% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 132,159 | 3,075 | 0.0% | 0.0% | 59 | +8,197 | 6.61% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 130,107 | 3,027 | 0.0% | 0.0% | 60 | +70,417 | 117.97% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 128,828 | 2,997 | 0.01% | — | 61 | +128,828 | New | Q4 2025 | Feb 13, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 128,211 | 2,983 | 0.43% | 0.44% | 62 | -26,102 | -16.91% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 127,327 | 2,962 | 0.0% | 0.0% | 63 | -7,367 | -5.47% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 120,350 | 2,800 | 0.0% | 0.01% | 64 | -57,427 | -32.3% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 119,209 | 2,773 | 0.02% | — | 65 | +119,209 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 113,299 | 2,636 | 0.0% | 0.0% | 66 | -10,320 | -8.35% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 112,624 | 2,620 | 0.0% | 0.0% | 67 | -10,596 | -8.6% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 106,415 | 2,476 | 0.21% | 0.3% | 68 | -28,355 | -21.04% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | Reduced | 104,857 | 2,440 | 0.0% | 0.0% | 69 | -2,035 | -1.9% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 103,032 | 2,397 | 0.01% | 0.01% | 70 | +25,806 | 33.42% | Q4 2025 | Feb 12, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 93,819 | 2,183 | 0.13% | 0.12% | 71 | -1,730 | -1.81% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 92,050 | 2,142 | 0.0% | 0.0% | 72 | +1,900 | 2.11% | Q4 2025 | Feb 12, 2026 |
| Dean Capital Management | History | Reduced | 87,199 | 2,029 | 0.86% | 1.01% | 73 | -40,125 | -31.51% | Q4 2025 | Feb 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 86,567 | 2,014 | 0.0% | 0.0% | 74 | +29,760 | 52.39% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 79,770 | 1,856 | 0.0% | 0.0% | 75 | +7,840 | 10.9% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 78,284 | 1,821 | 0.0% | 0.0% | 76 | -1,385 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 77,803 | 1,810 | 0.0% | 0.0% | 77 | +14,113 | 22.16% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 74,952 | 1,739 | 0.0% | 0.0% | 78 | +50,590 | 207.66% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 74,576 | 1,735 | 0.08% | 0.15% | 79 | -3,044 | -3.92% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 73,849 | 1,718 | 0.0% | — | 80 | +73,849 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 69,300 | 1,612 | 0.02% | 0.02% | 81 | -4,100 | -5.59% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 68,244 | 1,588 | 0.01% | 0.04% | 82 | -127,769 | -65.18% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 59,258 | 1,378 | 0.0% | — | 83 | +59,258 | New | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 58,567 | 1,362 | 0.01% | 0.01% | 84 | -6,197 | -9.57% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 57,346 | 1,334 | 0.02% | 0.02% | 85 | -31,478 | -35.44% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Added to | 56,148 | 1,306 | 0.01% | 0.0% | 86 | +20,615 | 58.02% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 54,002 | 1,256 | 0.0% | 0.0% | 87 | +4,055 | 8.12% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,824 | 1,206 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 50,490 | 1,175 | 0.0% | 0.0% | 89 | +1,831 | 3.76% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 50,273 | 1,169 | 0.0% | 0.0% | 90 | -144,081 | -74.13% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 49,856 | 1,160 | 0.0% | 0.0% | 91 | +1,861 | 3.88% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 47,644 | 1,108 | 0.0% | 0.0% | 92 | +24 | 0.05% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 46,512 | 1,082 | 0.0% | 0.0% | 93 | +143 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 45,981 | 1,069 | 0.23% | 0.2% | 94 | +2,040 | 4.64% | Q4 2025 | Feb 04, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 45,910 | 1,068 | 0.1% | 0.09% | 95 | +328 | 0.72% | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,529 | 1,036 | 0.0% | 0.0% | 96 | +13,444 | 43.25% | Q4 2025 | Jan 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 44,313 | 1,031 | 0.0% | 0.0% | 97 | -3,157 | -6.65% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,289 | 1,007 | 0.0% | 0.0% | 98 | -41 | -0.09% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 42,067 | 979 | 0.0% | 0.0% | 99 | +2,684 | 6.82% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 40,103 | 933 | 0.0% | 0.0% | 100 | -29,757 | -42.6% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 39,486 | 918 | 0.0% | 0.01% | 101 | -39,086 | -49.75% | Q4 2025 | Jan 29, 2026 |
| Penbrook Management LLC | History | Reduced | 38,300 | 891 | 0.61% | 0.7% | 102 | -11,200 | -22.63% | Q4 2025 | Jan 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,106 | 886 | 0.0% | 0.0% | 103 | -27,127 | -41.58% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 37,198 | 865 | 0.0% | 0.0% | 104 | -1,419 | -3.67% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 34,200 | 795 | 0.0% | 0.0% | 105 | -7,985 | -18.93% | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 32,448 | 755 | 0.08% | 0.07% | 106 | -957 | -2.86% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 32,084 | 747 | 0.0% | 0.0% | 107 | -1,594 | -4.73% | Q4 2025 | Feb 05, 2026 |
| GABELLI FUNDS LLC | History | New | 32,000 | 744 | 0.01% | — | 108 | +32,000 | New | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Added to | 31,846 | 741 | 0.0% | 0.0% | 109 | +2,339 | 7.93% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 31,501 | 733 | 0.18% | 0.07% | 110 | +19,221 | 156.52% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 30,283 | 704 | 0.01% | — | 111 | +30,283 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 30,192 | 702 | 0.0% | — | 112 | +30,192 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 27,029 | 628 | 0.03% | — | 113 | +27,029 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,497 | 617 | 0.0% | 0.0% | 114 | -259 | -0.97% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 25,767 | 599 | 0.01% | 0.01% | 115 | +285 | 1.12% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,625 | 573 | 0.0% | 0.0% | 116 | -2,359 | -8.74% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,154 | 562 | 0.01% | 0.01% | 117 | +1,064 | 4.61% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 23,299 | 542 | 0.02% | 0.03% | 118 | -505 | -2.12% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,827 | 531 | 0.0% | 0.0% | 119 | -246,602 | -91.53% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 22,352 | 520 | 0.05% | — | 120 | +22,352 | New | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,935 | 511 | 0.0% | 0.0% | 121 | +1,942 | 11.43% | Q4 2025 | Jan 08, 2026 |
| Aquatic Capital Management LLC | History | New | 21,785 | 506 | 0.01% | — | 122 | +21,785 | New | Q4 2025 | Feb 17, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 21,500 | 500 | 0.43% | — | 123 | +21,500 | New | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,400 | 497 | 0.01% | 0.01% | 124 | -100 | -0.47% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,261 | 494 | 0.0% | 0.0% | 125 | +7 | 0.03% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 21,043 | 489 | 0.01% | — | 126 | +21,043 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,837 | 484 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 20,200 | 470 | 0.0% | 0.0% | 128 | +3,100 | 18.13% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Reduced | 20,095 | 467 | 0.04% | 0.04% | 129 | -2,346 | -10.45% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 19,499 | 453 | 0.0% | — | 130 | +19,499 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 19,208 | 446 | 0.02% | 0.03% | 131 | -7,105 | -27.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 18,476 | 429 | 0.1% | 0.09% | 132 | +175 | 0.96% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,284 | 425 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 18,111 | 421 | 0.04% | 0.02% | 134 | +7,869 | 76.83% | Q4 2025 | Feb 06, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 17,844 | 415 | 0.01% | — | 135 | +17,844 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 17,341 | 403 | 0.0% | 0.0% | 136 | -1,877 | -9.77% | Q4 2025 | Feb 12, 2026 |
| TradeLink Capital LLC | History | New | 16,874 | 393 | 3.14% | — | 137 | +16,874 | New | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,369 | 380 | 0.0% | 0.0% | 138 | -92 | -0.56% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,231 | 377 | 0.0% | 0.0% | 139 | +332 | 2.09% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 15,497 | 360 | 0.01% | 0.04% | 140 | -23,037 | -59.78% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,571 | 358 | 0.0% | 0.0% | 141 | -1,836 | -12.74% | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 15,213 | 354 | 0.0% | 0.0% | 142 | -1,192 | -7.27% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,145 | 352 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,352 | 333 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,224 | 330 | 0.04% | 0.03% | 145 | -155 | -1.08% | Q4 2025 | Jan 20, 2026 |
| INCEPTIONR LLC | History | New | 13,887 | 323 | 0.09% | — | 146 | +13,887 | New | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,689 | 318 | 0.0% | — | 147 | +13,689 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,547 | 315 | 0.0% | 0.0% | 148 | -165 | -1.2% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,877 | 310 | 0.0% | 0.0% | 150 | -859 | -7.32% | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,347 | 310 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 12,979 | 302 | 0.0% | 0.0% | 151 | -762 | -5.55% | Q4 2025 | Jan 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 12,941 | 301 | 0.07% | 0.16% | 152 | -33,759 | -72.29% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,658 | 294 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 11,952 | 280 | 0.01% | — | 154 | +11,952 | New | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,776 | 274 | 0.0% | 0.0% | 155 | -1,440 | -10.9% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 11,723 | 273 | 0.0% | 0.0% | 156 | -63 | -0.53% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,560 | 269 | 0.0% | 0.0% | 157 | -329 | -2.77% | Q4 2025 | Feb 10, 2026 |
| nVerses Capital, LLC | History | New | 11,554 | 268 | 0.6% | — | 158 | +11,554 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,805 | 251 | 0.0% | — | 159 | +10,805 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,672 | 248 | 0.0% | 0.0% | 160 | +166 | 1.58% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 10,570 | 245 | 0.0% | 0.0% | 161 | -200 | -1.86% | Q4 2025 | Jan 28, 2026 |
| Summit Global Investments | History | New | 9,664 | 225 | 0.01% | — | 162 | +9,664 | New | Q4 2025 | Feb 18, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,415 | 219 | 0.03% | — | 163 | +9,415 | New | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,249 | 215 | 0.0% | — | 165 | +9,249 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 9,274 | 215 | 0.0% | 0.0% | 164 | +3,143 | 51.26% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | New | 8,905 | 207 | 0.0% | — | 166 | +8,905 | New | Q4 2025 | Feb 06, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 8,924 | 207 | 0.09% | 0.1% | 167 | -1,760 | -16.47% | Q4 2025 | Jan 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,714 | 179 | 0.01% | 0.01% | 168 | -15,483 | -66.75% | Q4 2025 | Feb 10, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 7,609 | 177 | 0.09% | 0.07% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 7,477 | 173 | 0.01% | 0.01% | 170 | +600 | 8.72% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,399 | 172 | 0.0% | 0.0% | 171 | -2,448 | -24.86% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,013 | 140 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,447 | 126 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,014 | 116 | 0.0% | 0.0% | 174 | -6,094 | -54.86% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,681 | 108 | 0.0% | 0.0% | 175 | -9,019 | -65.83% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,047 | 94 | 0.0% | 0.0% | 176 | +44 | 1.1% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,822 | 88 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,751 | 87 | 0.0% | 0.0% | 178 | -4,750 | -55.88% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,503 | 81 | 0.0% | 0.0% | 179 | -197 | -5.32% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,053 | 71 | 0.0% | 0.0% | 180 | +1,484 | 94.58% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,660 | 63 | 0.0% | 0.0% | 181 | +137 | 5.43% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,637 | 61 | 0.0% | 0.0% | 182 | -520 | -16.47% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,465 | 57 | 0.0% | 0.0% | 183 | +2,283 | 1254.4% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,316 | 53 | 0.0% | 0.0% | 184 | -1,308 | -36.09% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,125 | 49 | 0.0% | 0.0% | 185 | -34 | -1.57% | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | New | 1,908 | 44 | 0.01% | — | 187 | +1,908 | New | Q4 2025 | Feb 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 1,928 | 44 | 0.03% | 0.05% | 186 | -1,767 | -47.82% | Q4 2025 | Jan 23, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,608 | 37 | 0.0% | — | 188 | +1,608 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,564 | 37 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,521 | 36 | 0.0% | — | 190 | +1,521 | New | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,392 | 34 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,449 | 33 | 0.0% | — | 192 | +1,449 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,456 | 33 | 0.0% | 0.0% | 193 | +452 | 45.02% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,342 | 31 | 0.0% | 0.0% | 195 | -193 | -12.57% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,375 | 31 | 0.0% | 0.0% | 194 | -28 | -2.0% | Q4 2025 | Jan 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,328 | 30 | 0.0% | 0.0% | 196 | +6 | 0.45% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,114 | 25 | 0.0% | — | 197 | +1,114 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 957 | 22 | 0.0% | 0.0% | 198 | +4 | 0.42% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 808 | 18 | 0.0% | 0.0% | 199 | +198 | 32.46% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | No change | 662 | 15 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 578 | 13 | 0.0% | 0.0% | 201 | -593 | -50.64% | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 556 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 475 | 11 | 0.0% | 0.0% | 203 | -330 | -40.99% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 468 | 10 | 0.0% | 0.0% | 204 | +24 | 5.41% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | No change | 387 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 382 | 8 | 0.0% | — | 209 | +382 | New | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 361 | 8 | 0.0% | — | 208 | +361 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 345 | 8 | 0.0% | — | 207 | +345 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 286 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 242 | 6 | 0.0% | — | 212 | +242 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 279 | 6 | 0.0% | 0.0% | 213 | +47 | 20.26% | Q4 2025 | Feb 03, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 272 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 232 | 5 | 0.0% | 0.0% | 214 | -1,742 | -88.25% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | New | 160 | 3 | 0.0% | — | 217 | +160 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 130 | 3 | 0.0% | 0.0% | 216 | -56 | -30.11% | Q4 2025 | Mar 16, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 141 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | New | 100 | 2 | 0.0% | — | 225 | +100 | New | Q4 2025 | Feb 09, 2026 |
| Elequin Capital, LP | History | New | 92 | 2 | 0.0% | — | 226 | +92 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 124 | 2 | 0.0% | 0.0% | 227 | -60 | -32.61% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 119 | 2 | 0.0% | 0.0% | 219 | +14 | 13.33% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 111 | 2 | 0.0% | 0.0% | 223 | +2 | 1.83% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 113 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 124 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Avion Wealth | History | No change | 100 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 54 | 1 | 0.0% | 0.0% | 228 | -237 | -81.44% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 79 | 1 | 0.0% | 0.0% | 230 | +21 | 36.21% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | No change | 49 | 1 | 0.0% | — | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -332,694 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -172,602 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -149,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 1.03% | — | -144,913 | -100.0% | Q3 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Closed out | 0 | 0 | — | 0.04% | — | -128,963 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -106,663 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WHITEBOX ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -92,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -92,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,479 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -43,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -31,998 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,114 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,292 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -13,698 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -12,219 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,711 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 22 | 0 | — | 0.0% | — | -76 | -77.55% | Q4 2025 | Mar 03, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Trust Co | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 21, 2026 |
| Quarry LP | History | Reduced | 16 | 0 | — | — | — | -23 | -58.97% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 42 | 0 | — | — | — | +19 | 82.61% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 26, 2026 |
| Sunrise Financial Services, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |