COLUMBIA BANKING SYSTEM, INC. - COLB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 72 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 29,677,731 | 829,492 | 0.01% | 0.01% | 1 | -173,661 | -0.58% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 26,718,530 | 746,782 | 0.01% | 0.01% | 2 | -216,342 | -0.8% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 18,106,228 | 506,069 | 0.09% | 0.06% | 3 | +4,324,006 | 31.37% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 13,141,516 | 367,310 | 0.08% | 0.07% | 4 | +25,177 | 0.19% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 12,806,950 | 357,954 | 0.01% | 0.01% | 5 | -600,721 | -4.48% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 12,564,529 | 351,178 | 0.05% | 0.05% | 6 | +163,543 | 1.32% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 9,440,709 | 263,867 | 0.13% | 0.13% | 7 | -575,469 | -5.75% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,666,769 | 242,237 | 0.03% | 0.01% | 8 | +5,063,212 | 140.51% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,422,137 | 207,448 | 0.04% | 0.03% | 9 | +403,049 | 5.74% | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 6,415,370 | 179,309 | 0.06% | 0.06% | 10 | -1,080,410 | -14.41% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,919,391 | 165,446 | 0.04% | 0.04% | 11 | -201,039 | -3.28% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 5,886,839 | 164,537 | 0.01% | 0.01% | 12 | -2,455,479 | -29.43% | Q4 2025 | Feb 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 5,722,786 | 159,951 | 12.03% | 15.55% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,698,017 | 159,291 | 0.01% | 0.01% | 14 | +151,297 | 2.73% | Q4 2025 | Feb 09, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 4,390,653 | 122,719 | 0.08% | 0.27% | 15 | -12,990,302 | -74.74% | Q4 2025 | Feb 19, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 4,306,986 | 120,380 | 0.83% | 0.81% | 16 | -437,944 | -9.23% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,263,924 | 119,176 | 0.02% | 0.02% | 17 | +291,806 | 7.35% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 4,170,284 | 116,559 | 0.02% | 0.02% | 18 | +330,573 | 8.61% | Q4 2025 | Feb 19, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 3,908,896 | 109,255 | 0.16% | — | 19 | +3,908,896 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 3,788,957 | 105,901 | 0.13% | 0.1% | 20 | +725,357 | 23.68% | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | Added to | 3,700,000 | 103,415 | 4.16% | 0.12% | 21 | +3,600,000 | 3600.0% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 3,685,594 | 103,012 | 0.01% | — | 22 | +3,685,594 | New | Q4 2025 | Feb 10, 2026 |
| Channing Capital Management, LLC | History | Added to | 3,331,084 | 93,103 | 2.39% | 0.29% | 23 | +2,905,098 | 681.97% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,718,426 | 75,980 | 0.01% | 0.0% | 24 | +2,171,101 | 396.67% | Q4 2025 | Feb 17, 2026 |
| Epoch Investment Partners, Inc. | History | Added to | 2,573,229 | 71,921 | 0.41% | 0.33% | 25 | +228,720 | 9.76% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,542,957 | 71,075 | 0.01% | 0.01% | 26 | -108,940 | -4.11% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,514,937 | 70,292 | 0.02% | 0.02% | 27 | -112,511 | -4.28% | Q4 2025 | Feb 09, 2026 |
| COOKE & BIELER LP | History | Reduced | 2,255,633 | 63,044 | 0.66% | 0.65% | 28 | -200,390 | -8.16% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,932,841 | 54,022 | 0.04% | 0.03% | 29 | +142,202 | 7.94% | Q4 2025 | Feb 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,804,394 | 50,432 | 0.15% | 0.16% | 30 | -121,952 | -6.33% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,787,822 | 49,969 | 0.04% | — | 31 | +1,787,822 | New | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 1,289,461 | 36,040 | 0.85% | 0.8% | 32 | +4,275 | 0.33% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 1,284,853 | 35,911 | 0.05% | 0.02% | 33 | +712,826 | 124.61% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Reduced | 1,170,433 | 32,781 | 0.03% | 0.03% | 34 | -98,405 | -7.76% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,156,868 | 32,334 | 0.0% | 0.0% | 35 | -505,901 | -30.43% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,135,387 | 31,734 | 0.0% | 0.0% | 36 | -451,575 | -28.46% | Q4 2025 | Mar 25, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 1,109,532 | 31,011 | 5.75% | 5.4% | 37 | -2,800 | -0.25% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,108,544 | 30,983 | 0.04% | 0.07% | 38 | +21,898 | 2.02% | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | No change | 1,063,800 | 29,733 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 1,062,037 | 29,683 | 0.88% | 0.83% | 40 | -126,771 | -10.66% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,020,784 | 28,531 | 0.06% | 0.06% | 41 | -21,800 | -2.09% | Q4 2025 | Feb 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 973,169 | 27,200 | 0.37% | 0.35% | 42 | -48,489 | -4.75% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 950,799 | 26,575 | 0.23% | 0.22% | 43 | -16,226 | -1.68% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 949,244 | 26,531 | 0.05% | 0.06% | 44 | +150,765 | 18.88% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 937,441 | 26,201 | 0.01% | 0.01% | 45 | -1,220,175 | -56.55% | Q4 2025 | Feb 17, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 904,709 | 25,286 | 1.28% | 1.2% | 46 | -4,498 | -0.49% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | Reduced | 800,829 | 22,383 | 0.01% | 0.01% | 47 | -284,391 | -26.21% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 792,040 | 22,137 | 0.0% | 0.0% | 48 | -24,933 | -3.05% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 772,711 | 21,597 | 0.02% | 0.02% | 49 | -18,263 | -2.31% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 771,088 | 21,551 | 0.0% | 0.01% | 50 | -6,764,920 | -89.77% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 761,643 | 21,287 | 0.01% | 0.01% | 51 | +31,200 | 4.27% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 745,368 | 20,833 | 0.08% | 0.07% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 713,206 | 19,934 | 1.22% | 1.12% | 53 | +68,388 | 10.61% | Q4 2025 | Feb 10, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Added to | 684,503 | 19,131 | 0.36% | 0.22% | 54 | +237,490 | 53.13% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 659,361 | 18,429 | 0.01% | 0.0% | 55 | +81,028 | 14.01% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 643,387 | 17,982 | 0.01% | 0.01% | 56 | -20,723 | -3.12% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 635,406 | 17,759 | 0.02% | 0.02% | 57 | -15,369 | -2.36% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 629,075 | 17,582 | 0.0% | 0.0% | 58 | +397,305 | 171.42% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 617,624 | 17,261 | 0.01% | 0.01% | 59 | -228,102 | -26.97% | Q4 2025 | Feb 17, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 617,100 | 17,247 | 0.52% | 0.36% | 60 | +21,000 | 3.52% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 594,329 | 16,611 | 0.0% | 0.0% | 61 | -39,050 | -6.17% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 589,893 | 16,487 | 0.01% | 0.01% | 62 | +10,200 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 583,669 | 16,313 | 0.9% | 0.85% | 63 | -53,818 | -8.44% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 575,593 | 16,087 | 0.02% | 0.0% | 64 | +509,112 | 765.8% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 525,666 | 14,692 | 0.01% | 0.01% | 65 | +57,952 | 12.39% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 523,350 | 14,690 | 0.01% | 0.01% | 66 | -79,634 | -13.21% | Q4 2025 | Jan 08, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 505,585 | 14,131 | 0.42% | 0.52% | 67 | -159,099 | -23.94% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 481,439 | 13,456 | 0.02% | 0.02% | 68 | +106,280 | 28.33% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 479,871 | 13,413 | 0.0% | — | 69 | +479,871 | New | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 477,176 | 13,337 | 0.04% | 0.06% | 70 | -238,161 | -33.29% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 476,456 | 13,316 | 1.73% | 1.59% | 71 | -1,143 | -0.24% | Q4 2025 | Jan 26, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 461,928 | 12,910 | 0.01% | 0.01% | 72 | +49,454 | 11.99% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 449,998 | 12,577 | 0.04% | 0.03% | 73 | +9,800 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 443,665 | 12,400 | 0.0% | 0.0% | 74 | -16,064 | -3.49% | Q4 2025 | Feb 09, 2026 |
| WINTON GROUP Ltd | History | New | 423,672 | 11,841 | 0.41% | — | 75 | +423,672 | New | Q4 2025 | Feb 11, 2026 |
| CLIFFORD CAPITAL PARTNERS LLC | History | Reduced | 414,492 | 11,585 | 1.97% | 2.45% | 76 | -137,400 | -24.9% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 411,049 | 11,488 | 0.0% | 0.01% | 77 | -1,050,822 | -71.88% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 375,634 | 10,498 | 0.0% | 0.0% | 78 | -60,918 | -13.95% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 367,919 | 10,283 | 0.02% | 0.02% | 79 | +50,796 | 16.02% | Q4 2025 | Feb 17, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 367,552 | 10,273 | 0.42% | 0.81% | 80 | -401,619 | -52.21% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 358,994 | 10,033 | 0.03% | 0.03% | 81 | -2,573 | -0.71% | Q4 2025 | Jan 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 350,000 | 9,782 | 0.11% | — | 82 | +350,000 | New | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 350,000 | 9,782 | 0.22% | — | 83 | +350,000 | New | Q4 2025 | Feb 10, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 349,859 | 9,778 | 0.01% | 0.01% | 84 | -28,061 | -7.43% | Q4 2025 | Feb 11, 2026 |
| Cadence Bank | History | Added to | 336,130 | 9,394 | 0.55% | 0.52% | 85 | +2,366 | 0.71% | Q4 2025 | Jan 30, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 330,792 | 9,245 | 1.73% | 1.33% | 86 | +59,073 | 21.74% | Q4 2025 | Jan 30, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 319,688 | 8,935 | 1.41% | 1.3% | 87 | -3,099 | -0.96% | Q4 2025 | Jan 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 297,950 | 8,328 | 0.02% | 0.02% | 88 | -9,378 | -3.05% | Q4 2025 | Jan 30, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 290,257 | 8,112 | 0.03% | 0.03% | 89 | -121,168 | -29.45% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 283,228 | 7,916 | 0.01% | 0.01% | 90 | +3,459 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | New | 282,188 | 7,887 | 0.43% | — | 91 | +282,188 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 279,266 | 7,805 | 0.0% | 0.0% | 92 | -31,575 | -10.16% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 274,357 | 7,668 | 0.17% | 0.07% | 93 | +160,223 | 140.38% | Q4 2025 | Feb 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | New | 271,000 | 7,574 | 0.17% | — | 94 | +271,000 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 270,424 | 7,558 | 0.02% | 0.02% | 95 | -8,475 | -3.04% | Q4 2025 | Jan 26, 2026 |
| ExodusPoint Capital Management, LP | History | New | 268,988 | 7,518 | 0.06% | — | 96 | +268,988 | New | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 266,997 | 7,462 | 0.05% | — | 97 | +266,997 | New | Q4 2025 | Feb 05, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 260,030 | 7,267 | 0.26% | 0.22% | 98 | +13,124 | 5.32% | Q4 2025 | Jan 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 256,082 | 7,157 | 0.11% | — | 99 | +256,082 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 247,335 | 6,913 | 0.02% | 0.01% | 100 | +159,152 | 180.48% | Q4 2025 | Feb 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 245,000 | 6,847 | 1.22% | 1.19% | 101 | -60,500 | -19.8% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 244,808 | 6,842 | 0.0% | 0.0% | 102 | -160,486 | -39.6% | Q4 2025 | Feb 17, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 227,096 | 6,347 | 1.47% | 1.39% | 103 | -16,170 | -6.65% | Q4 2025 | Jan 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 227,077 | 6,346 | 0.19% | 0.18% | 104 | -11,200 | -4.7% | Q4 2025 | Jan 28, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Reduced | 215,468 | 6,022 | 0.65% | 0.99% | 105 | -126,491 | -36.99% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 207,404 | 5,796 | 0.0% | 0.0% | 106 | -14,956 | -6.73% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 201,736 | 5,638 | 0.02% | — | 107 | +201,736 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 198,667 | 5,552 | 0.01% | 0.01% | 108 | -2,484 | -1.23% | Q4 2025 | Mar 16, 2026 |
| Creative Planning | History | Added to | 188,128 | 5,258 | 0.0% | 0.0% | 109 | +82,844 | 78.69% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 186,889 | 5,222 | 0.01% | 0.01% | 110 | -63,037 | -25.22% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 185,930 | 5,196 | 0.03% | 0.03% | 111 | +10,701 | 6.11% | Q4 2025 | Jan 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 178,344 | 4,984 | 0.25% | 0.22% | 112 | +5,041 | 2.91% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 172,662 | 4,825 | 0.08% | 0.08% | 113 | -33,019 | -16.05% | Q4 2025 | Feb 13, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | New | 165,556 | 4,627 | 0.26% | — | 114 | +165,556 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 164,893 | 4,608 | 0.12% | 0.05% | 115 | +126,084 | 324.88% | Q4 2025 | Feb 17, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 156,302 | 4,368 | 1.17% | 1.15% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | New | 155,371 | 4,342 | 0.03% | — | 117 | +155,371 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 155,214 | 4,338 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 153,480 | 4,289 | 0.0% | 0.0% | 119 | -4,380 | -2.77% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 153,285 | 4,284 | 0.0% | 0.0% | 120 | -3,267 | -2.09% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 150,001 | 4,192 | 0.01% | 0.01% | 121 | +3,151 | 2.15% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 146,108 | 4,083 | 0.02% | 0.02% | 122 | -7,545 | -4.91% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 143,579 | 4,013 | 0.02% | — | 123 | +143,579 | New | Q4 2025 | Feb 13, 2026 |
| Expect Equity LLC | History | No change | 143,065 | 3,998 | 3.86% | 3.6% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 140,432 | 3,925 | 0.53% | 0.49% | 125 | +5,808 | 4.31% | Q4 2025 | Jan 21, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 138,000 | 3,857 | 0.14% | 0.12% | 126 | -2,000 | -1.43% | Q4 2025 | Jan 27, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 136,500 | 3,815 | 0.01% | 0.0% | 127 | +96,500 | 241.25% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 135,927 | 3,799 | 0.08% | 0.08% | 128 | -2,708 | -1.95% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 135,496 | 3,787 | 0.03% | 0.03% | 129 | -874 | -0.64% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 129,088 | 3,608 | 0.03% | 0.03% | 130 | -6,601 | -4.86% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Associates, LP | History | New | 129,033 | 3,606 | 0.01% | — | 131 | +129,033 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 127,878 | 3,574 | 0.03% | 0.03% | 132 | -3,556 | -2.71% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 125,154 | 3,535 | 0.0% | 0.01% | 133 | -284,051 | -69.42% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 124,487 | 3,479 | 0.04% | 0.04% | 134 | -13,622 | -9.86% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 123,992 | 3,466 | 0.01% | 0.01% | 135 | -9,058 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 122,428 | 3,421 | 0.35% | 0.32% | 136 | +456 | 0.37% | Q4 2025 | Jan 16, 2026 |
| Azora Capital LP | History | New | 121,708 | 3,401 | 0.21% | — | 137 | +121,708 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 114,333 | 3,365 | 0.01% | 0.01% | 138 | +14,533 | 14.56% | Q4 2025 | Feb 18, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 119,358 | 3,336 | 0.07% | 0.04% | 139 | +55,093 | 85.73% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 117,084 | 3,272 | 0.3% | 0.3% | 140 | -4,900 | -4.02% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 116,137 | 3,246 | 0.09% | 0.09% | 141 | -152 | -0.13% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 114,026 | 3,187 | 0.0% | 0.0% | 142 | +71,913 | 170.76% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 113,001 | 3,158 | 0.05% | 0.05% | 143 | -8,184 | -6.75% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 111,782 | 3,124 | 0.01% | 0.0% | 144 | +27,267 | 32.26% | Q4 2025 | Jan 27, 2026 |
| Sippican Capital Advisors | History | Reduced | 110,077 | 3,076 | 1.98% | 1.87% | 145 | -15 | -0.01% | Q4 2025 | Jan 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 109,057 | 3,048 | 0.05% | 0.05% | 146 | -19,071 | -14.88% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 107,004 | 2,990 | 0.0% | 0.0% | 147 | +864 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 105,813 | 2,957 | 0.0% | 0.0% | 148 | -5,258 | -4.73% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 105,200 | 2,940 | 0.13% | — | 149 | +105,200 | New | Q4 2025 | Feb 17, 2026 |
| Mubadala Investment Co PJSC | History | New | 104,704 | 2,926 | 0.02% | — | 150 | +104,704 | New | Q4 2025 | Feb 17, 2026 |
| PMC FIG Opportunities LLC | History | New | 98,233 | 2,745 | 4.31% | — | 151 | +98,233 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 97,939 | 2,737 | 0.0% | 0.0% | 152 | -8,486 | -7.97% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 97,685 | 2,730 | 0.01% | 0.01% | 153 | -8,626 | -8.11% | Q4 2025 | Feb 11, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Added to | 97,000 | 2,711 | 2.23% | 1.62% | 154 | +19,000 | 24.36% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 95,552 | 2,671 | 0.0% | 0.01% | 155 | -26,239 | -21.54% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | Added to | 95,299 | 2,664 | 0.01% | 0.01% | 156 | +25,100 | 35.76% | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 92,577 | 2,624 | 0.03% | 0.03% | 157 | -1,124 | -1.2% | Q4 2025 | Jan 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 93,006 | 2,599 | 0.01% | 0.01% | 158 | -3,254 | -3.38% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 91,570 | 2,560 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 90,298 | 2,523 | 0.01% | 0.01% | 160 | -26 | -0.03% | Q4 2025 | Jan 15, 2026 |
| ARGA Investment Management, LP | History | No change | 90,047 | 2,516 | 0.07% | 0.06% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Man Group plc | History | Added to | 89,928 | 2,513 | 0.0% | 0.0% | 162 | +11,094 | 14.07% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | No change | 86,143 | 2,407 | 0.13% | 0.14% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 84,167 | 2,352 | 0.61% | 0.25% | 164 | +45,710 | 118.86% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 83,966 | 2,346 | 0.04% | 0.03% | 165 | +7,772 | 10.2% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 83,599 | 2,336 | 0.01% | 0.01% | 166 | -408 | -0.49% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Reduced | 83,340 | 2,329 | 0.01% | 0.01% | 167 | -5,110 | -5.78% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 82,927 | 2,317 | 0.0% | 0.0% | 168 | +41,027 | 97.92% | Q4 2025 | Feb 12, 2026 |
| Petiole USA ltd | History | No change | 82,890 | 2,316 | 1.5% | 1.47% | 169 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 82,800 | 2,314 | 0.04% | 0.04% | 170 | -400 | -0.48% | Q4 2025 | Jan 16, 2026 |
| Oak Thistle LLC | History | New | 78,440 | 2,192 | 0.3% | — | 171 | +78,440 | New | Q4 2025 | Jan 21, 2026 |
| Range Financial Group LLC | History | Added to | 78,078 | 2,182 | 0.76% | 0.68% | 172 | +5,292 | 7.27% | Q4 2025 | Jan 15, 2026 |
| Clean Yield Group | History | Added to | 77,762 | 2,173 | 0.6% | 0.49% | 173 | +9,909 | 14.6% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 77,641 | 2,170 | 0.0% | 0.0% | 175 | +9,751 | 14.36% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 77,659 | 2,170 | 0.0% | 0.0% | 174 | -63 | -0.08% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 76,508 | 2,138 | 0.01% | 0.01% | 176 | -8,420 | -9.91% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Added to | 76,524 | 2,138 | 0.05% | 0.05% | 177 | +4,580 | 6.37% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 75,658 | 2,114 | 0.01% | — | 178 | +75,658 | New | Q4 2025 | Feb 17, 2026 |
| Laurion Capital Management LP | History | Added to | 75,210 | 2,102 | 0.08% | 0.03% | 179 | +500 | 0.67% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 74,852 | 2,092 | 0.01% | 0.01% | 180 | -1,898 | -2.47% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,857 | 2,054 | 0.0% | 0.0% | 181 | +3,251 | 4.81% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 72,613 | 2,029 | 0.0% | 0.0% | 182 | -2,720 | -3.61% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 72,527 | 2,027 | 0.07% | 0.07% | 183 | -1,271 | -1.72% | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 71,082 | 1,987 | 0.0% | 0.0% | 184 | -46,138 | -39.36% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 70,641 | 1,974 | 0.01% | 0.01% | 185 | -600 | -0.84% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 66,924 | 1,870 | 0.02% | 0.02% | 186 | +268 | 0.4% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 66,680 | 1,863 | 0.01% | — | 187 | +66,680 | New | Q4 2025 | Feb 18, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 66,350 | 1,854 | 2.27% | 0.03% | 188 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 73,342 | 1,843 | 0.0% | 0.0% | 189 | +12,465 | 20.48% | Q4 2025 | Feb 18, 2026 |
| AMG National Trust Bank | History | Added to | 65,965 | 1,843 | 0.04% | 0.04% | 190 | +1,722 | 2.68% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 65,521 | 1,831 | 0.02% | 0.02% | 191 | +7,202 | 12.35% | Q4 2025 | Feb 13, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 65,452 | 1,829 | 1.82% | — | 192 | +65,452 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 63,936 | 1,787 | 0.01% | 0.01% | 193 | +600 | 0.95% | Q4 2025 | Jan 28, 2026 |
| Sciencast Management LP | History | New | 62,617 | 1,750 | 0.24% | — | 194 | +62,617 | New | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 61,606 | 1,721 | 0.12% | — | 195 | +61,606 | New | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 61,535 | 1,719 | 0.01% | 0.0% | 196 | +41,698 | 210.2% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 60,918 | 1,707 | 0.0% | 0.0% | 197 | +47,570 | 356.38% | Q4 2025 | Mar 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,058 | 1,706 | 0.0% | 0.0% | 198 | -426 | -0.69% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 60,914 | 1,703 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,655 | 1,695 | 0.0% | 0.0% | 200 | +23,399 | 62.81% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 59,438 | 1,661 | 0.02% | 0.02% | 201 | -800 | -1.33% | Q4 2025 | Feb 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 56,013 | 1,565 | 0.0% | 0.01% | 202 | -285,950 | -83.62% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 54,819 | 1,532 | 0.05% | 0.04% | 203 | -1,238 | -2.21% | Q4 2025 | Feb 11, 2026 |
| PARK CIRCLE Co | History | No change | 54,400 | 1,520 | 1.31% | 1.17% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 53,077 | 1,483 | 0.05% | 0.06% | 205 | -10,338 | -16.3% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 52,007 | 1,454 | 0.03% | 0.03% | 206 | -7,600 | -12.75% | Q4 2025 | Feb 12, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 50,578 | 1,413 | 0.25% | 0.26% | 207 | -483 | -0.95% | Q4 2025 | Mar 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 50,050 | 1,398 | 0.03% | 0.01% | 208 | +38,674 | 339.96% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 71,487 | 1,335 | 0.0% | 0.0% | 209 | +37,073 | 107.73% | Q4 2025 | Mar 09, 2026 |
| &PARTNERS | History | New | 46,688 | 1,304 | 0.01% | — | 210 | +46,688 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 46,542 | 1,300 | 0.01% | 0.01% | 211 | +5,809 | 14.26% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 45,758 | 1,279 | 0.0% | 0.0% | 212 | -6,139 | -11.83% | Q4 2025 | Jan 26, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 45,574 | 1,273 | 0.0% | 0.0% | 213 | +1,841 | 4.21% | Q4 2025 | Jan 29, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 45,283 | 1,265 | 0.52% | 0.47% | 214 | +2,769 | 6.51% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 45,217 | 1,263 | 0.0% | 0.0% | 215 | +1,664 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 44,756 | 1,250 | 0.03% | 0.01% | 216 | +28,943 | 183.03% | Q4 2025 | Feb 12, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 44,001 | 1,229 | 0.7% | 0.49% | 217 | +8,491 | 23.91% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Added to | 43,893 | 1,226 | 0.0% | 0.01% | 218 | +19,267 | 78.24% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 42,217 | 1,179 | 0.0% | 0.0% | 219 | -212 | -0.5% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | New | 41,300 | 1,154 | 0.0% | — | 220 | +41,300 | New | Q4 2025 | Jan 29, 2026 |
| Amundi | History | New | 40,211 | 1,123 | 0.0% | — | 221 | +40,211 | New | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | Added to | 38,940 | 1,088 | 0.66% | 0.65% | 222 | +2,140 | 5.82% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 38,350 | 1,071 | 0.03% | 0.03% | 223 | +444 | 1.17% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 38,250 | 1,069 | 0.07% | — | 224 | +38,250 | New | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 37,458 | 1,047 | 0.0% | 0.0% | 225 | +12,398 | 49.47% | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 32,059 | 1,028 | 0.36% | 0.35% | 226 | -5,460 | -14.55% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 35,773 | 999 | 0.0% | 0.0% | 227 | -14,965 | -29.49% | Q4 2025 | Feb 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,500 | 992 | 0.0% | 0.0% | 228 | +5,614 | 18.78% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 35,176 | 983 | 0.01% | 0.01% | 229 | -5,823 | -14.2% | Q4 2025 | Feb 05, 2026 |
| Persistent Asset Partners Ltd | History | New | 35,083 | 980 | 0.44% | — | 230 | +35,083 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 34,546 | 965 | 0.01% | 0.0% | 231 | +3,316 | 10.62% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 34,343 | 959 | 0.09% | 0.07% | 232 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 34,215 | 956 | 0.06% | — | 233 | +34,215 | New | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 34,029 | 951 | 0.54% | 0.51% | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 33,922 | 948 | 0.02% | 0.02% | 235 | +2,699 | 8.64% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 32,388 | 905 | 0.0% | 0.0% | 236 | +7,270 | 28.94% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 32,100 | 897 | 0.0% | 0.0% | 237 | +18,400 | 134.31% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | Added to | 31,941 | 892 | 0.02% | 0.01% | 238 | +3,637 | 12.85% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,634 | 884 | 0.0% | 0.0% | 239 | -46,432 | -59.48% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 30,109 | 841 | 0.0% | 0.0% | 240 | -34,175 | -53.16% | Q4 2025 | Feb 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 29,833 | 833 | 0.05% | 0.03% | 241 | +8,281 | 38.42% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,745 | 831 | 0.01% | 0.01% | 242 | -1,348 | -4.34% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 28,973 | 809 | 0.01% | 0.01% | 243 | -5,663 | -16.35% | Q4 2025 | Feb 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 28,782 | 804 | 0.26% | 0.26% | 244 | -906 | -3.05% | Q4 2025 | Jan 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 28,690 | 801 | 0.0% | 0.0% | 245 | -48,306 | -62.74% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 27,905 | 779 | 0.01% | — | 246 | +27,905 | New | Q4 2025 | Feb 17, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 27,802 | 777 | 0.14% | 0.15% | 247 | -466 | -1.65% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,016 | 755 | 0.0% | 0.0% | 248 | +10,271 | 61.34% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 26,019 | 727 | 0.0% | 0.0% | 249 | -17,215 | -39.82% | Q4 2025 | Jan 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 25,935 | 724 | 0.02% | 0.02% | 250 | +6,316 | 32.19% | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Reduced | 25,424 | 710 | 0.01% | 0.01% | 251 | -589 | -2.26% | Q4 2025 | Jan 13, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 25,000 | 698 | 1.01% | 0.71% | 252 | -10,000 | -28.57% | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 24,225 | 677 | 0.03% | 0.03% | 253 | +4,051 | 20.08% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 24,053 | 672 | 0.0% | 0.0% | 254 | -45,131 | -65.23% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 23,954 | 669 | 0.02% | 0.02% | 255 | -4,520 | -15.87% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 23,499 | 656 | 0.0% | — | 256 | +23,499 | New | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 23,227 | 649 | 0.04% | 0.04% | 257 | -702 | -2.93% | Q4 2025 | Feb 10, 2026 |
| Gould Capital, LLC | History | Reduced | 23,228 | 649 | 0.4% | 0.37% | 258 | -122 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,099 | 645 | 0.0% | 0.0% | 259 | +8,929 | 63.01% | Q4 2025 | Feb 03, 2026 |
| SALZHAUER MICHAEL | History | No change | 22,686 | 634 | 0.26% | 0.28% | 260 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 22,286 | 622 | 0.0% | 0.0% | 261 | -50,660 | -69.45% | Q4 2025 | Feb 12, 2026 |
| Twin Tree Management, LP | History | Reduced | 22,200 | 620 | 0.01% | 0.01% | 262 | -51,300 | -69.8% | Q4 2025 | Feb 11, 2026 |
| CWC Advisors, LLC. | History | Reduced | 21,883 | 611 | 0.3% | 0.31% | 263 | -2,399 | -9.88% | Q4 2025 | Jan 26, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 21,872 | 611 | 0.2% | 0.2% | 264 | -208 | -0.94% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 21,835 | 610 | 0.0% | 0.0% | 265 | -2,715 | -11.06% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 21,799 | 609 | 0.02% | 0.02% | 266 | -597 | -2.67% | Q4 2025 | Feb 04, 2026 |
| FORA Capital, LLC | History | Added to | 17,553 | 596 | 0.07% | 0.05% | 267 | +7,493 | 74.48% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 20,553 | 574 | 0.0% | 0.0% | 268 | -433 | -2.06% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 19,609 | 557 | 0.03% | — | 269 | +19,609 | New | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 19,740 | 551 | 0.11% | — | 271 | +19,740 | New | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Reduced | 19,730 | 551 | 0.0% | 0.0% | 270 | -1,252 | -5.97% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 19,498 | 544 | 0.0% | 0.0% | 272 | +4,069 | 26.37% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | No change | 19,408 | 542 | 0.06% | 0.05% | 273 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 19,246 | 537 | 0.02% | 0.02% | 274 | -305 | -1.56% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 19,207 | 536 | 0.01% | 0.02% | 275 | +746 | 4.04% | Q4 2025 | Feb 05, 2026 |
| Havemeyer Place LP | History | New | 17,812 | 497 | 0.1% | — | 276 | +17,812 | New | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 17,648 | 493 | 0.0% | 0.0% | 277 | +155 | 0.89% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 17,570 | 491 | 0.0% | 0.01% | 278 | -41,825 | -70.42% | Q4 2025 | Jan 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 17,583 | 491 | 0.01% | 0.01% | 279 | +177 | 1.02% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 17,503 | 490 | 0.0% | 0.0% | 280 | -17,688 | -50.26% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,017 | 475 | 0.01% | 0.01% | 281 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 16,950 | 473 | 0.03% | 0.02% | 282 | +129 | 0.77% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,494 | 461 | 0.01% | 0.01% | 283 | -21 | -0.13% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,099 | 449 | 0.01% | 0.02% | 284 | -5,456 | -25.31% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 16,036 | 448 | 0.01% | 0.02% | 285 | -342 | -2.09% | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 16,000 | 447 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Reduced | 15,891 | 444 | 0.01% | 0.02% | 288 | -1,783 | -10.09% | Q4 2025 | Feb 11, 2026 |
| Freedom Day Solutions, LLC | History | No change | 15,905 | 444 | 0.12% | 0.11% | 287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Utah Retirement Systems | History | No change | 15,549 | 434 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Columbia Bank | History | No change | 15,000 | 419 | 0.12% | 0.11% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 14,912 | 416 | 0.17% | 0.17% | 291 | -24 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 14,809 | 413 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,592 | 407 | 0.0% | 0.0% | 293 | +4,370 | 42.75% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,544 | 406 | 0.0% | 0.0% | 294 | +875 | 6.4% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 14,312 | 400 | 0.0% | — | 295 | +14,312 | New | Q4 2025 | Feb 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 14,303 | 399 | 0.0% | 0.0% | 296 | -1,169 | -7.56% | Q4 2025 | Feb 02, 2026 |
| Unison Advisors LLC | History | Added to | 14,137 | 395 | 0.03% | 0.03% | 297 | +197 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | Added to | 13,785 | 385 | 0.01% | 0.0% | 299 | +1,000 | 7.82% | Q4 2025 | Jan 27, 2026 |
| Diligent Investors, LLC | History | No change | 13,786 | 385 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 13,725 | 383 | 0.31% | 0.28% | 300 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 13,506 | 377 | 0.04% | 0.03% | 301 | +180 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | Reduced | 13,320 | 372 | 0.02% | 0.02% | 302 | -1,569 | -10.54% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 12,967 | 362 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 13,236 | 344 | 0.0% | 0.0% | 304 | -6,405 | -32.61% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,270 | 342 | 0.0% | 0.0% | 305 | -3,946 | -24.33% | Q4 2025 | Feb 18, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,232 | 341 | 0.0% | 0.07% | 306 | -991,404 | -98.78% | Q4 2025 | Feb 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,144 | 339 | 0.0% | 0.0% | 307 | +700 | 6.12% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,132 | 339 | 0.0% | 0.0% | 308 | +160 | 1.34% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,996 | 335 | 0.0% | 0.0% | 309 | -724 | -5.69% | Q4 2025 | Feb 06, 2026 |
| Hardy Reed LLC | History | No change | 11,962 | 334 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 11,865 | 331 | 0.07% | 0.06% | 311 | +1,000 | 9.2% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,844 | 331 | 0.0% | 0.0% | 312 | +34 | 0.29% | Q4 2025 | Feb 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 11,771 | 328 | 0.01% | 0.0% | 313 | -141 | -1.18% | Q4 2025 | Jan 13, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 11,681 | 326 | 0.0% | — | 314 | +11,681 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,600 | 324 | 0.0% | 0.0% | 315 | +9,700 | 510.53% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,486 | 321 | 0.0% | 0.0% | 316 | +69 | 0.6% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,241 | 314 | 0.0% | 0.0% | 317 | +1,035 | 10.14% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,213 | 313 | 0.0% | 0.0% | 318 | +2,422 | 27.55% | Q4 2025 | Jan 23, 2026 |
| Abacus Wealth Partners, LLC | History | New | 11,152 | 311 | 0.03% | — | 319 | +11,152 | New | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Added to | 10,668 | 308 | 0.01% | 0.01% | 320 | +2,136 | 25.04% | Q4 2025 | Jan 08, 2026 |
| Curi Capital, LLC | History | New | 10,459 | 292 | 0.01% | — | 321 | +10,459 | New | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 10,380 | 290 | 0.01% | — | 322 | +10,380 | New | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,352 | 289 | 0.0% | 0.0% | 323 | +1,546 | 17.56% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | Reduced | 10,293 | 288 | 0.0% | 0.0% | 324 | -1 | -0.01% | Q4 2025 | Jan 26, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,234 | 286 | 0.01% | 0.01% | 325 | -640 | -5.89% | Q4 2025 | Feb 06, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 10,211 | 285 | 0.11% | — | 327 | +10,211 | New | Q4 2025 | Feb 17, 2026 |
| De Lisle Partners LLP | History | No change | 10,221 | 285 | 0.04% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,925 | 277 | 0.01% | 0.01% | 328 | +10 | 0.1% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 9,820 | 274 | 0.12% | 0.14% | 330 | -1,733 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Argent Trust Co | History | No change | 9,812 | 274 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 9,774 | 273 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,400 | 271 | 0.01% | 0.01% | 332 | +279 | 3.06% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,660 | 269 | 0.02% | 0.02% | 333 | +1,763 | 22.32% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 9,628 | 269 | 0.0% | 0.0% | 334 | -609 | -5.95% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 9,623 | 268 | 0.01% | 0.01% | 335 | +18 | 0.19% | Q4 2025 | Jan 14, 2026 |
| CIBC Asset Management Inc | History | No change | 9,563 | 267 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 9,547 | 266 | 0.0% | 0.0% | 337 | -13 | -0.14% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 9,394 | 265 | 0.0% | 0.0% | 338 | -1,024 | -9.83% | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 9,390 | 262 | 0.01% | 0.01% | 339 | +1 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 9,236 | 258 | 0.04% | — | 340 | +9,236 | New | Q4 2025 | Jan 27, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 9,054 | 253 | 0.03% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,978 | 250 | 0.0% | 0.0% | 342 | -57 | -0.63% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 8,767 | 245 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 8,665 | 242 | 0.08% | 0.08% | 345 | -158 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Paragon Capital Management Ltd | History | Added to | 8,677 | 242 | 0.05% | 0.04% | 344 | +109 | 1.27% | Q4 2025 | Jan 22, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 8,647 | 241 | 0.01% | 0.02% | 347 | -1,899 | -18.01% | Q4 2025 | Jan 21, 2026 |
| Evercore Wealth Management, LLC | History | No change | 8,647 | 241 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Added to | 8,568 | 239 | 0.03% | 0.03% | 348 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 8,501 | 237 | 0.01% | 0.01% | 349 | -3,025 | -26.25% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | Added to | 8,367 | 233 | 0.01% | 0.01% | 350 | +1,652 | 24.6% | Q4 2025 | Jan 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 8,270 | 231 | 0.01% | 0.01% | 351 | +170 | 2.1% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,158 | 228 | 0.0% | 0.0% | 352 | +1,117 | 15.86% | Q4 2025 | Jan 20, 2026 |
| Vontobel Holding Ltd. | History | New | 8,086 | 226 | 0.0% | — | 353 | +8,086 | New | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 7,837 | 219 | 0.02% | — | 354 | +7,837 | New | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | New | 7,469 | 219 | 0.03% | — | 355 | +7,469 | New | Q4 2025 | Feb 23, 2026 |
| DGS Capital Management, LLC | History | New | 7,774 | 217 | 0.04% | — | 356 | +7,774 | New | Q4 2025 | Feb 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,619 | 212 | 0.09% | 0.08% | 357 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aspire Capital Advisors LLC | History | New | 7,579 | 211 | 0.05% | — | 358 | +7,579 | New | Q4 2025 | Jan 16, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 7,524 | 210 | 0.0% | — | 359 | +7,524 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 7,506 | 209 | 0.05% | — | 360 | +7,506 | New | Q4 2025 | Jan 12, 2026 |
| Keudell/Morrison Wealth Management | History | New | 7,443 | 208 | 0.04% | — | 361 | +7,443 | New | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | New | 7,407 | 207 | 0.01% | — | 362 | +7,407 | New | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | New | 7,355 | 205 | 0.01% | — | 363 | +7,355 | New | Q4 2025 | Feb 12, 2026 |
| GDS Wealth Management | History | New | 7,335 | 205 | 0.01% | — | 364 | +7,335 | New | Q4 2025 | Feb 02, 2026 |
| Principle Wealth Partners LLC | History | New | 7,326 | 204 | 0.01% | — | 365 | +7,326 | New | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 7,189 | 200 | 0.0% | — | 366 | +7,189 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 7,088 | 198 | 0.0% | 0.0% | 367 | +12 | 0.17% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,018 | 196 | 0.02% | 0.03% | 368 | -2,372 | -25.26% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,300 | 176 | 0.01% | 0.01% | 369 | -3 | -0.05% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,285 | 175 | 0.0% | 0.0% | 370 | -1,663 | -20.92% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,067 | 169 | 0.0% | 0.01% | 371 | -4,435 | -42.23% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,024 | 168 | 0.0% | 0.0% | 372 | +3,412 | 130.63% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 5,986 | 167 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,949 | 166 | 0.0% | 0.0% | 374 | +348 | 6.21% | Q4 2025 | Jan 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 5,225 | 146 | 0.03% | 0.03% | 375 | -509 | -8.88% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 5,099 | 142 | 0.0% | 0.0% | 376 | -2,496 | -32.86% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 4,798 | 134 | 0.0% | 0.0% | 377 | -179 | -3.6% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,382 | 122 | 0.02% | 0.02% | 378 | +4 | 0.09% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,075 | 114 | 0.0% | 0.0% | 379 | -5,613 | -57.94% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,077 | 113 | 0.01% | 0.01% | 380 | +102 | 2.57% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 4,031 | 112 | 0.02% | — | 381 | +4,031 | New | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 3,900 | 109 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,794 | 106 | 0.0% | 0.0% | 383 | +592 | 18.49% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,733 | 105 | 0.0% | 0.01% | 384 | +30 | 0.81% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 3,716 | 103 | 0.0% | 0.0% | 385 | -131 | -3.41% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 3,575 | 99 | 0.0% | 0.0% | 386 | +943 | 35.83% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 3,452 | 96 | 0.05% | 0.04% | 387 | +25 | 0.73% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,303 | 92 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 2,994 | 83 | 0.04% | 0.1% | 390 | -4,149 | -58.08% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,995 | 83 | 0.0% | 0.0% | 389 | -30 | -0.99% | Q4 2025 | Feb 09, 2026 |
| BFSG, LLC | History | No change | 2,938 | 82 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stephens Consulting, LLC | History | No change | 2,818 | 78 | 0.03% | 0.02% | 392 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 2,611 | 72 | 0.02% | — | 394 | +2,611 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,585 | 72 | 0.0% | 0.0% | 393 | +1,682 | 186.27% | Q4 2025 | Feb 09, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 2,602 | 72 | 0.04% | 0.05% | 395 | -21 | -0.8% | Q4 2025 | Jan 26, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,543 | 71 | 0.02% | 0.03% | 396 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,077 | 58 | 0.0% | — | 397 | +2,077 | New | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,030 | 56 | 0.0% | 0.0% | 398 | +49 | 2.47% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,947 | 54 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Torren Management, LLC | History | New | 1,740 | 48 | 0.02% | — | 400 | +1,740 | New | Q4 2025 | Jan 30, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 1,553 | 43 | 0.0% | — | 401 | +1,553 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,546 | 43 | 0.03% | — | 404 | +1,546 | New | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,540 | 43 | 0.0% | — | 402 | +1,540 | New | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 1,544 | 43 | 0.01% | 0.01% | 403 | +20 | 1.31% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,418 | 39 | 0.0% | 0.0% | 405 | +231 | 19.46% | Q4 2025 | Jan 27, 2026 |
| Rossby Financial, LCC | History | New | 1,305 | 36 | 0.01% | — | 407 | +1,305 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,291 | 36 | 0.0% | 0.0% | 406 | -178 | -12.12% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 1,257 | 35 | 0.0% | — | 408 | +1,257 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,225 | 34 | 0.02% | 0.02% | 410 | -1,225 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Horizon Investments, LLC | History | Added to | 1,231 | 34 | 0.0% | 0.0% | 409 | +773 | 168.78% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,209 | 33 | 0.0% | 0.0% | 411 | +102 | 9.21% | Q4 2025 | Feb 03, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,191 | 33 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,120 | 31 | 0.02% | 0.02% | 413 | +12 | 1.08% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 1,041 | 29 | 0.0% | 0.0% | 414 | -84 | -7.47% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 909 | 25 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Corsicana & Co. | History | No change | 915 | 25 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 664 | 18 | 0.0% | 0.0% | 417 | +525 | 377.7% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 674 | 18 | 0.0% | 0.0% | 419 | -156 | -18.8% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 653 | 18 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 600 | 17 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 618 | 17 | 0.02% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Holdings, LLC | History | No change | 592 | 16 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 560 | 15 | 0.0% | 0.01% | 423 | -445 | -44.28% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | New | 504 | 14 | 0.0% | — | 425 | +504 | New | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 507 | 14 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 471 | 13 | 0.0% | 0.0% | 426 | -7,949 | -94.41% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 436 | 12 | 0.0% | 0.0% | 427 | +52 | 13.54% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Reduced | 465 | 12 | 0.0% | 0.0% | 428 | -50 | -9.71% | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | New | 408 | 11 | 0.0% | — | 429 | +408 | New | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 405 | 11 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Riverview Trust Co | History | No change | 384 | 10 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 338 | 9 | 0.0% | 0.03% | 434 | -85,217 | -99.6% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 351 | 9 | 0.0% | 0.0% | 432 | +32 | 10.03% | Q4 2025 | Jan 07, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 346 | 9 | 0.0% | 0.0% | 436 | -21 | -5.72% | Q4 2025 | Jan 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 344 | 9 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stone House Investment Management, LLC | History | No change | 357 | 9 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Elyxium Wealth, LLC | History | New | 296 | 8 | 0.0% | — | 438 | +296 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 297 | 8 | 0.0% | 0.0% | 437 | -16 | -5.11% | Q4 2025 | Jan 16, 2026 |
| WealthCollab, LLC | History | No change | 253 | 7 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | New | 229 | 6 | 0.0% | — | 442 | +229 | New | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 230 | 6 | 0.0% | 0.0% | 440 | +20 | 9.52% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 241 | 6 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 182 | 5 | 0.0% | — | 445 | +182 | New | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 197 | 5 | 0.0% | 0.0% | 443 | +74 | 60.16% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 212 | 5 | 0.0% | 0.0% | 444 | +3 | 1.44% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 213 | 5 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 145 | 4 | 0.0% | 0.0% | 447 | -558 | -79.37% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 166 | 4 | 0.0% | 0.0% | 449 | +2 | 1.22% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 147 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 155 | 4 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 168 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 138 | 3 | 0.0% | — | 452 | +138 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 112 | 3 | 0.0% | 0.0% | 453 | -54 | -32.53% | Q4 2025 | Feb 24, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 110 | 3 | 0.0% | 0.0% | 456 | +47 | 74.6% | Q4 2025 | Feb 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 120 | 3 | 0.0% | 0.0% | 455 | +38 | 46.34% | Q4 2025 | Feb 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 103 | 2 | 0.0% | — | 465 | +103 | New | Q4 2025 | Feb 09, 2026 |
| High Note Wealth, LLC | History | New | 101 | 2 | 0.0% | — | 460 | +101 | New | Q4 2025 | Feb 05, 2026 |
| JCSD Capital, LLC | History | New | 100 | 2 | 0.0% | — | 459 | +100 | New | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 464 | -51 | -34.93% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 96 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 75 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 81 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sachetta, LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Copia Wealth Management | History | No change | 72 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 71 | 1 | 0.0% | — | 466 | +71 | New | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | New | 63 | 1 | 0.0% | — | 470 | +63 | New | Q4 2025 | Jan 23, 2026 |
| IMA Advisory Services, Inc. | History | New | 59 | 1 | 0.0% | — | 468 | +59 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 39 | 1 | 0.0% | — | 469 | +39 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 55 | 1 | 0.0% | 0.0% | 474 | -20 | -26.67% | Q4 2025 | Jan 07, 2026 |
| Cromwell Holdings LLC | History | Added to | 36 | 1 | 0.0% | — | 472 | +15 | 71.43% | Q4 2025 | Jan 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 45 | 1 | 0.0% | — | 473 | +13 | 40.63% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 475 | -4 | -8.51% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 57 | 1 | 0.0% | 0.0% | 467 | -1 | -1.72% | Q4 2025 | Jan 26, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 48 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.18% | — | -6,038,944 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -834,286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -442,579 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -257,726 | -100.0% | Q3 2025 | Nov 17, 2025 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -173,812 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 1.38% | — | -110,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -109,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -58,847 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -58,692 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -56,313 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -54,239 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.04% | — | -21,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,212 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -18,719 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.17% | — | -18,713 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,780 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,006 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,689 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vinva Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,159 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Thomasville National Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -12,035 | -100.0% | Q3 2025 | Oct 10, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -11,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,953 | -100.0% | Q3 2025 | Dec 18, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,527 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.5% | — | -10,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,813 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,429 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,092 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,033 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,223 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,469 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,485 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -633 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 10 | 0 | — | 0.01% | — | -347 | -97.2% | Q4 2025 | Mar 03, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Equity Partners, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q4 2025 | Feb 02, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PenderFund Capital Management Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HFM Investment Advisors, LLC | History | Reduced | 20 | 0 | — | — | — | -1 | -4.76% | Q4 2025 | Feb 05, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Pacific Center for Financial Services | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CGC Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hughes Financial Services, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |