CHESAPEAKE UTILITIES CORP - CPK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 52 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 | 3,738,261 | 466,385 | 0.01% | 0.01% | 1 | +82,827 | 2.27% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,020,146 | 252,033 | 0.0% | 0.0% | 2 | +49,789 | 2.53% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,223,238 | 153,432 | 0.01% | 0.01% | 3 | +11,222 | 0.93% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,070,416 | 133,545 | 0.1% | 0.11% | 4 | -34,278 | -3.1% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 881,315 | 109,952 | 0.02% | 0.02% | 5 | -70,730 | -7.43% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 824,162 | 102,822 | 0.03% | 0.02% | 6 | +312,734 | 61.15% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 554,714 | 69,216 | 0.0% | 0.0% | 7 | +6,808 | 1.24% | Q4 2025 | Feb 09, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 479,181 | 59,782 | 0.04% | 0.04% | 8 | -50,125 | -9.47% | Q4 2025 | Jan 30, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 478,586 | 59,708 | 1.33% | 1.42% | 9 | -26,455 | -5.24% | Q4 2025 | Jan 29, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 465,399 | 58,064 | 0.04% | 0.2% | 10 | -1,956,988 | -80.79% | Q4 2025 | Feb 19, 2026 |
| Invesco Ltd. | History | Reduced | 459,247 | 57,295 | 0.01% | 0.01% | 11 | -131,546 | -22.27% | Q4 2025 | Feb 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 437,122 | 54,535 | 0.01% | 0.01% | 12 | +3,867 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | Added to | 365,353 | 45,581 | 0.34% | 0.32% | 13 | +41,592 | 12.85% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Added to | 349,233 | 43,570 | 0.0% | 0.0% | 14 | +15,746 | 4.72% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 317,549 | 39,617 | 0.03% | 0.03% | 15 | +592 | 0.19% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 270,373 | 33,731 | 0.01% | 0.01% | 16 | +611 | 0.23% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 256,891 | 32,049 | 0.0% | 0.0% | 17 | -12,229 | -4.54% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 234,737 | 29,285 | 0.01% | 0.01% | 18 | -36,706 | -13.52% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 222,762 | 27,789 | 0.01% | 0.01% | 19 | -7,918 | -3.43% | Q4 2025 | Feb 17, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 202,264 | 25,234 | 0.37% | 0.25% | 20 | +71,242 | 54.37% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 199,131 | 24,843 | 0.0% | 0.0% | 21 | -7,345 | -3.56% | Q4 2025 | Feb 11, 2026 |
| Energy Income Partners, LLC | History | Added to | 170,571 | 21,280 | 0.39% | 0.44% | 22 | +1,367 | 0.81% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 159,000 | 19,836 | 0.0% | 0.0% | 23 | -3,434 | -2.11% | Q4 2025 | Mar 25, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 145,942 | 18,207 | 0.03% | 0.03% | 24 | +391 | 0.27% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Reduced | 142,939 | 17,833 | 0.0% | 0.0% | 25 | -4,467 | -3.03% | Q4 2025 | Feb 09, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 125,912 | 15,708 | 1.55% | 1.65% | 26 | -9,409 | -6.95% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 121,542 | 15,163 | 0.0% | 0.0% | 27 | -1,808 | -1.47% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 112,827 | 14,076 | 0.01% | 0.01% | 28 | -853 | -0.75% | Q4 2025 | Feb 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 100,444 | 12,581 | 0.01% | — | 29 | +100,444 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 98,034 | 12,230 | 0.0% | 0.0% | 30 | +15,140 | 18.26% | Q4 2025 | Jan 29, 2026 |
| Tufton Capital Management | History | Added to | 94,554 | 11,796 | 2.06% | 1.71% | 31 | +23,304 | 32.71% | Q4 2025 | Jan 28, 2026 |
| Nuveen, LLC | History | Added to | 86,270 | 10,763 | 0.0% | 0.0% | 32 | +1,848 | 2.19% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Reduced | 84,974 | 10,653 | 0.18% | 0.25% | 33 | -17,689 | -17.23% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 81,815 | 10,207 | 0.03% | 0.05% | 34 | -10,034 | -10.92% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 68,909 | 8,597 | 0.0% | 0.0% | 35 | +34,072 | 97.8% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 67,925 | 8,474 | 0.06% | 0.08% | 36 | -492 | -0.72% | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 66,984 | 8,356 | 0.01% | 0.01% | 37 | -2,489 | -3.58% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,473 | 8,293 | 0.0% | 0.0% | 38 | +25,550 | 62.43% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 65,500 | 8,171 | 0.03% | 0.03% | 39 | -100 | -0.15% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 65,251 | 8,140 | 0.0% | 0.0% | 40 | -2,490 | -3.68% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 60,002 | 7,485 | 0.0% | 0.0% | 41 | +4,600 | 8.3% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 59,385 | 7,408 | 0.0% | 0.0% | 42 | +7,805 | 15.13% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 58,024 | 7,238 | 0.01% | 0.01% | 43 | -3,470 | -5.64% | Q4 2025 | Feb 13, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 54,718 | 6,826 | 0.06% | 0.07% | 44 | -2,199 | -3.86% | Q4 2025 | Feb 13, 2026 |
| BAHL & GAYNOR INC | History | Added to | 54,482 | 6,797 | 0.03% | 0.04% | 45 | +1,129 | 2.12% | Q4 2025 | Feb 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 52,660 | 6,569 | 0.07% | 0.08% | 46 | -256 | -0.48% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 52,635 | 6,566 | 0.01% | 0.02% | 47 | -3,140 | -5.63% | Q4 2025 | Feb 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 52,291 | 6,524 | 0.01% | — | 48 | +52,291 | New | Q4 2025 | Feb 17, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 51,630 | 6,441 | 0.42% | 0.45% | 49 | -2,141 | -3.98% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 50,000 | 6,238 | 0.04% | — | 50 | +50,000 | New | Q4 2025 | Feb 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 48,567 | 6,059 | 0.41% | 0.46% | 51 | -290 | -0.59% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 47,547 | 5,931 | 0.03% | 0.03% | 52 | +723 | 1.54% | Q4 2025 | Feb 10, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 47,105 | 5,876 | 0.18% | 0.2% | 53 | -2,336 | -4.72% | Q4 2025 | Jan 28, 2026 |
| Swiss National Bank | History | Added to | 46,450 | 5,795 | 0.0% | 0.0% | 54 | +1,200 | 2.65% | Q4 2025 | Feb 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 45,737 | 5,706 | 1.06% | 0.89% | 55 | +10,997 | 31.66% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 44,961 | 5,609 | 0.01% | 0.01% | 56 | -482 | -1.06% | Q4 2025 | Feb 17, 2026 |
| Vennlight Capital Management, LP | History | New | 43,586 | 5,437 | 5.75% | — | 57 | +43,586 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,004 | 5,366 | 0.0% | 0.0% | 58 | -3,134 | -6.79% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 41,542 | 5,182 | 0.0% | 0.0% | 59 | -316 | -0.75% | Q4 2025 | Feb 10, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 40,952 | 5,109 | 0.73% | — | 60 | +40,952 | New | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 39,340 | 4,908 | 0.09% | 0.09% | 61 | -640 | -1.6% | Q4 2025 | Jan 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 38,492 | 4,790 | 0.01% | 0.01% | 62 | +1,651 | 4.48% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 36,831 | 4,595 | 0.0% | 0.0% | 63 | +4,354 | 13.41% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 35,470 | 4,449 | 0.01% | 0.01% | 64 | -100 | -0.28% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 35,328 | 4,407 | 0.0% | 0.0% | 65 | +26,017 | 279.42% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 32,879 | 4,101 | 0.0% | — | 66 | +32,879 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,425 | 4,045 | 0.0% | 0.0% | 67 | +512 | 1.6% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,063 | 4,000 | 0.0% | — | 68 | +32,063 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,896 | 3,979 | 0.0% | 0.01% | 69 | -7,156 | -18.32% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 30,502 | 3,805 | 0.03% | 0.03% | 70 | -1,282 | -4.03% | Q4 2025 | Feb 17, 2026 |
| REAVES W H & CO INC | History | No change | 30,000 | 3,742 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 29,488 | 3,678 | 0.03% | 0.02% | 72 | +93 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Dean Capital Management | History | New | 27,851 | 3,474 | 1.48% | — | 73 | +27,851 | New | Q4 2025 | Feb 20, 2026 |
| Phocas Financial Corp. | History | New | 26,559 | 3,313 | 0.43% | — | 74 | +26,559 | New | Q4 2025 | Jan 26, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 25,554 | 3,188 | 0.07% | 0.07% | 75 | +330 | 1.31% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 25,058 | 3,126 | 0.11% | 0.12% | 76 | -900 | -3.47% | Q4 2025 | Jan 27, 2026 |
| Anchor Investment Management, LLC | History | Added to | 25,017 | 3,121 | 0.25% | 0.28% | 77 | +216 | 0.87% | Q4 2025 | Feb 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,591 | 2,944 | 0.0% | 0.0% | 78 | +882 | 3.88% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,776 | 2,841 | 0.0% | 0.0% | 79 | -1,362 | -5.64% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 22,488 | 2,805 | 0.0% | 0.0% | 80 | +708 | 3.25% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,866 | 2,728 | 0.0% | 0.0% | 81 | -1,652 | -7.02% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 21,460 | 2,678 | 0.02% | 0.02% | 82 | -1,745 | -7.52% | Q4 2025 | Jan 29, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Added to | 20,692 | 2,581 | 0.87% | 0.89% | 83 | +1,808 | 9.57% | Q4 2025 | Jan 20, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 20,500 | 2,557 | 0.22% | 0.42% | 84 | -15,000 | -42.25% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,291 | 2,531 | 0.05% | 0.06% | 85 | +7 | 0.03% | Q4 2025 | Feb 03, 2026 |
| Zimmer Partners, LP | History | Reduced | 20,000 | 2,495 | 0.07% | 0.19% | 86 | -44,192 | -68.84% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,444 | 2,301 | 0.0% | 0.0% | 87 | +16,244 | 738.36% | Q4 2025 | Feb 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 17,841 | 2,225 | 0.08% | 0.09% | 88 | -1,005 | -5.33% | Q4 2025 | Feb 13, 2026 |
| Fruth Investment Management | History | No change | 17,824 | 2,223 | 0.6% | 0.65% | 89 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Riverwater Partners LLC | History | Reduced | 16,737 | 2,088 | 0.81% | 1.14% | 90 | -3,588 | -17.65% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 16,719 | 2,085 | 0.0% | 0.0% | 91 | +708 | 4.42% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 16,356 | 2,040 | 0.01% | 0.01% | 92 | -1,362 | -7.69% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,251 | 2,027 | 0.0% | 0.0% | 93 | -734 | -4.32% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,197 | 2,020 | 0.01% | 0.01% | 94 | +5,493 | 51.32% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 15,862 | 1,978 | 0.01% | 0.01% | 95 | -1,208 | -7.08% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,391 | 1,920 | 0.0% | 0.0% | 96 | -235 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Legato Capital Management LLC | History | New | 14,697 | 1,833 | 0.16% | — | 97 | +14,697 | New | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,913 | 1,735 | 0.0% | 0.0% | 98 | +1,925 | 16.06% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,800 | 1,721 | 0.02% | 0.02% | 99 | +1,839 | 15.37% | Q4 2025 | Feb 11, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 13,588 | 1,695 | 0.05% | 0.05% | 100 | +1,331 | 10.86% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 13,556 | 1,691 | 0.01% | 0.01% | 101 | -2,209 | -14.01% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,313 | 1,661 | 0.0% | 0.0% | 102 | +583 | 4.58% | Q4 2025 | Feb 10, 2026 |
| Magellan Asset Management Ltd | History | Added to | 13,083 | 1,632 | 0.02% | 0.02% | 103 | +811 | 6.61% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,835 | 1,601 | 0.0% | 0.0% | 104 | -1,052 | -7.58% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,830 | 1,600 | 0.01% | 0.01% | 105 | -370 | -2.8% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 12,783 | 1,594 | 0.02% | 0.02% | 106 | +225 | 1.79% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,514 | 1,561 | 0.01% | — | 107 | +12,514 | New | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 12,515 | 1,561 | 1.91% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 12,452 | 1,553 | 0.01% | 0.01% | 109 | -63,412 | -83.59% | Q4 2025 | Feb 13, 2026 |
| ALBERT D MASON INC | History | Reduced | 12,188 | 1,520 | 1.0% | 1.07% | 110 | -17 | -0.14% | Q4 2025 | Jan 13, 2026 |
| MARSHALL WACE, LLP | History | New | 11,929 | 1,488 | 0.0% | — | 111 | +11,929 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 11,412 | 1,423 | 0.0% | 0.0% | 112 | +3,627 | 46.59% | Q4 2025 | Feb 12, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 11,157 | 1,391 | 0.65% | 0.74% | 113 | -169 | -1.49% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,857 | 1,354 | 0.0% | 0.0% | 114 | +227 | 2.14% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,799 | 1,347 | 0.0% | 0.0% | 115 | +145 | 1.36% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | No change | 10,800 | 1,347 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,714 | 1,336 | 0.0% | — | 117 | +10,714 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,100 | 1,265 | 0.0% | 0.01% | 118 | +100 | 1.0% | Q4 2025 | Jan 28, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,004 | 1,248 | 0.01% | — | 119 | +10,004 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 9,810 | 1,223 | 0.0% | 0.0% | 120 | -1,110 | -10.16% | Q4 2025 | Jan 28, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 9,728 | 1,213 | 0.15% | 0.19% | 121 | -1,112 | -10.26% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 9,586 | 1,195 | 0.03% | — | 122 | +9,586 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 9,486 | 1,183 | 0.0% | 0.0% | 123 | +8,654 | 1040.14% | Q4 2025 | Jan 09, 2026 |
| Cox Capital Mgt LLC | History | Added to | 9,419 | 1,175 | 0.73% | 0.81% | 124 | +178 | 1.93% | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 9,208 | 1,151 | 0.0% | — | 125 | +9,208 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,968 | 1,118 | 0.0% | 0.0% | 126 | -134 | -1.47% | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,923 | 1,113 | 0.01% | 0.01% | 127 | -5,060 | -36.19% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,886 | 1,108 | 0.0% | 0.0% | 128 | +3,105 | 53.71% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 8,830 | 1,101 | 0.01% | 0.01% | 129 | +1,029 | 13.19% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,817 | 1,100 | 0.0% | 0.0% | 130 | -4,464 | -33.61% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 8,692 | 1,084 | 0.0% | 0.0% | 131 | +734 | 9.22% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,592 | 1,071 | 0.0% | 0.0% | 132 | -1,227 | -12.5% | Q4 2025 | Feb 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 8,239 | 1,027 | 0.15% | 0.16% | 133 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ICW Investment Advisors LLC | History | Added to | 8,067 | 1,006 | 0.37% | 0.39% | 134 | +66 | 0.82% | Q4 2025 | Feb 09, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 8,000 | 998 | 0.55% | 0.62% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 7,963 | 993 | 0.0% | 0.0% | 136 | -683 | -7.9% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 7,863 | 980 | 0.0% | 0.0% | 137 | +3,855 | 96.18% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,855 | 979 | 0.0% | 0.0% | 138 | -38 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,446 | 929 | 0.0% | 0.0% | 139 | +822 | 12.41% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 7,271 | 907 | 0.01% | 0.01% | 140 | -512 | -6.58% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 6,955 | 867 | 0.0% | 0.0% | 141 | -164 | -2.3% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 6,924 | 863 | 0.09% | 0.09% | 142 | +203 | 3.02% | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 6,875 | 857 | 0.21% | 0.23% | 143 | -49 | -0.71% | Q4 2025 | Jan 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,865 | 856 | 0.0% | 0.0% | 144 | +38 | 0.56% | Q4 2025 | Mar 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,836 | 853 | 0.01% | 0.01% | 145 | -12 | -0.18% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 6,568 | 819 | 0.0% | 0.0% | 146 | -334 | -4.84% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,397 | 791 | 0.01% | 0.01% | 147 | -858 | -11.83% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 6,319 | 788 | 0.01% | 0.01% | 148 | -6 | -0.09% | Q4 2025 | Feb 13, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 6,256 | 780 | 0.02% | 0.02% | 149 | -426 | -6.38% | Q4 2025 | Jan 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 5,975 | 745 | 0.04% | — | 150 | +5,975 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 5,891 | 735 | 0.0% | 0.0% | 151 | -1,183 | -16.72% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,925 | 721 | 0.0% | 0.0% | 152 | -350 | -5.58% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,769 | 719 | 0.0% | 0.0% | 153 | +55 | 0.96% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 5,757 | 718 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,612 | 700 | 0.0% | 0.0% | 155 | +4,048 | 258.82% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,600 | 698 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,400 | 673 | 0.0% | 0.0% | 157 | -34 | -0.63% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,392 | 672 | 0.01% | 0.01% | 158 | +42 | 0.79% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,145 | 641 | 0.01% | — | 159 | +5,145 | New | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Reduced | 4,985 | 621 | 0.01% | 0.01% | 160 | -1,329 | -21.05% | Q4 2025 | Feb 03, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,797 | 617 | 0.0% | 0.0% | 161 | -379 | -7.32% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,881 | 608 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 4,797 | 598 | 0.14% | — | 163 | +4,797 | New | Q4 2025 | Feb 13, 2026 |
| INTRUST BANK NA | History | Added to | 4,540 | 566 | 0.05% | 0.05% | 164 | +97 | 2.18% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,523 | 564 | 0.01% | 0.01% | 165 | +121 | 2.75% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 4,516 | 563 | 0.05% | 0.05% | 166 | +400 | 9.72% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 4,500 | 561 | 0.12% | 0.11% | 167 | +500 | 12.5% | Q4 2025 | Jan 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 4,500 | 561 | 0.03% | 0.04% | 168 | -100 | -2.17% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 4,490 | 560 | 0.26% | 0.28% | 169 | +14 | 0.31% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,484 | 559 | 0.0% | 0.0% | 170 | -237 | -5.02% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,390 | 547 | 0.0% | 0.0% | 171 | -727 | -14.21% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,293 | 536 | 0.04% | 0.05% | 172 | -199 | -4.43% | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 4,140 | 516 | 0.02% | 0.04% | 173 | -89 | -2.1% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 4,092 | 510 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,076 | 508 | 0.0% | 0.0% | 175 | -328 | -7.45% | Q4 2025 | Jan 29, 2026 |
| NATIXIS | History | New | 4,000 | 499 | 0.0% | — | 176 | +4,000 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 4,000 | 497 | 0.0% | — | 177 | +4,000 | New | Q4 2025 | Mar 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,947 | 492 | 0.01% | 0.02% | 178 | -189 | -4.57% | Q4 2025 | Feb 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 3,700 | 459 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,600 | 449 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | New | 3,497 | 436 | 0.0% | — | 181 | +3,497 | New | Q4 2025 | Jan 30, 2026 |
| Cynosure Group, LLC | History | Added to | 3,315 | 413 | 0.04% | 0.04% | 182 | +644 | 24.11% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,253 | 405 | 0.0% | 0.0% | 183 | +354 | 12.21% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | New | 3,172 | 395 | 0.0% | — | 184 | +3,172 | New | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,088 | 385 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,037 | 380 | 0.01% | 0.01% | 186 | -368 | -10.81% | Q4 2025 | Feb 17, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | No change | 3,000 | 374 | 0.1% | 0.11% | 187 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,000 | 374 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Caprock Group, LLC | History | Added to | 2,979 | 373 | 0.01% | 0.01% | 189 | +55 | 1.88% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,866 | 358 | 0.0% | 0.0% | 190 | -975 | -25.38% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,560 | 319 | 0.01% | 0.01% | 191 | -25 | -0.97% | Q4 2025 | Feb 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,550 | 318 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 2,450 | 305 | 0.01% | 0.01% | 193 | +150 | 6.52% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,398 | 300 | 0.0% | 0.0% | 194 | -18 | -0.75% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | Reduced | 2,300 | 286 | 0.0% | 0.0% | 195 | -10 | -0.43% | Q4 2025 | Feb 03, 2026 |
| Amundi | History | New | 2,240 | 279 | 0.0% | — | 196 | +2,240 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 2,221 | 277 | 0.01% | 0.02% | 197 | +123 | 5.86% | Q4 2025 | Jan 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,209 | 274 | 0.0% | 0.0% | 198 | -22 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Ellevest, Inc. | History | Reduced | 2,190 | 273 | 0.04% | 0.05% | 199 | -625 | -22.2% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,154 | 268 | 0.0% | 0.0% | 200 | +4 | 0.19% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,050 | 256 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,973 | 246 | 0.0% | 0.0% | 202 | +1,360 | 221.86% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 1,970 | 245 | 0.0% | 0.0% | 203 | +481 | 32.3% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,911 | 238 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,900 | 237 | 0.03% | — | 205 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 1,907 | 237 | 0.04% | 0.05% | 206 | -102 | -5.08% | Q4 2025 | Jan 22, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,895 | 236 | 0.0% | — | 207 | +1,895 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,841 | 229 | 0.03% | 0.03% | 209 | +222 | 13.71% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 1,842 | 229 | 0.0% | 0.0% | 208 | +60 | 3.37% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 1,797 | 224 | 0.0% | — | 210 | +1,797 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,784 | 222 | 0.01% | — | 211 | +1,784 | New | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,772 | 222 | 0.0% | 0.01% | 212 | -916 | -34.08% | Q4 2025 | Jan 27, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 1,738 | 216 | 0.1% | 0.12% | 213 | -218 | -11.15% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,724 | 215 | 0.0% | 0.0% | 214 | -230 | -11.77% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,646 | 205 | 0.0% | 0.0% | 215 | +95 | 6.13% | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | New | 1,632 | 203 | 0.0% | — | 216 | +1,632 | New | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,560 | 194 | 0.0% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,402 | 174 | 0.0% | — | 218 | +1,402 | New | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,352 | 168 | 0.0% | 0.0% | 219 | -4,200 | -75.65% | Q4 2025 | Feb 12, 2026 |
| Byrne Asset Management LLC | History | Added to | 1,056 | 131 | 0.07% | 0.03% | 220 | +714 | 208.77% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 1,025 | 128 | 0.0% | 0.0% | 221 | -33 | -3.12% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,018 | 127 | 0.03% | 0.03% | 222 | -22 | -2.12% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,014 | 126 | 0.0% | 0.0% | 223 | +957 | 1678.95% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,006 | 125 | 0.0% | 0.0% | 224 | -54 | -5.09% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 952 | 118 | 0.0% | 0.0% | 225 | -116 | -10.86% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 876 | 109 | 0.0% | 0.0% | 226 | +578 | 193.96% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 800 | 99 | 0.0% | — | 227 | +800 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 781 | 97 | 0.0% | 0.01% | 228 | -60 | -7.13% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 773 | 96 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 734 | 91 | 0.0% | 0.0% | 230 | +237 | 47.69% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 709 | 88 | 0.01% | — | 231 | +709 | New | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 661 | 82 | 0.0% | 0.0% | 232 | +43 | 6.96% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 623 | 77 | 0.0% | 0.0% | 233 | +479 | 332.64% | Q4 2025 | Feb 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 500 | 63 | 0.0% | — | 234 | +500 | New | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 500 | 62 | 0.0% | 0.0% | 235 | +92 | 22.55% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 487 | 60 | 0.0% | 0.0% | 236 | +278 | 133.01% | Q4 2025 | Mar 16, 2026 |
| Rossby Financial, LCC | History | No change | 465 | 58 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 450 | 56 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 410 | 51 | 0.0% | — | 240 | +410 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 414 | 51 | 0.0% | 0.0% | 239 | +10 | 2.48% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 379 | 47 | 0.0% | 0.0% | 241 | +34 | 9.86% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 354 | 44 | 0.0% | 0.0% | 242 | -62 | -14.9% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 325 | 40 | 0.0% | 0.0% | 244 | +78 | 31.58% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 324 | 40 | 0.0% | 0.0% | 243 | +5 | 1.57% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 316 | 39 | 0.0% | 0.0% | 246 | -421 | -57.12% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 315 | 39 | 0.0% | 0.0% | 245 | +41 | 14.96% | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 300 | 37 | 0.03% | — | 247 | +300 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 255 | 31 | 0.0% | 0.0% | 248 | +44 | 20.85% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 234 | 29 | 0.0% | 0.0% | 249 | +4 | 1.74% | Q4 2025 | Jan 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 225 | 28 | 0.0% | 0.0% | 251 | +6 | 2.74% | Q4 2025 | Jan 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 226 | 28 | 0.0% | 0.0% | 252 | -4 | -1.74% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 228 | 28 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 218 | 27 | 0.0% | 0.0% | 253 | -660 | -75.17% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 202 | 25 | 0.0% | 0.0% | 255 | +25 | 14.12% | Q4 2025 | Jan 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 205 | 25 | 0.0% | 0.0% | 254 | -9 | -4.21% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 203 | 25 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 192 | 23 | 0.01% | — | 259 | +192 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 187 | 23 | 0.0% | 0.0% | 258 | +107 | 133.75% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 188 | 23 | 0.0% | 0.0% | 257 | +63 | 50.4% | Q4 2025 | Feb 18, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 175 | 21 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 161 | 20 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 156 | 19 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 151 | 18 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 146 | 18 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 150 | 18 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 144 | 17 | 0.0% | 0.0% | 266 | +29 | 25.22% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 124 | 15 | 0.0% | 0.0% | 267 | -6 | -4.62% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 119 | 14 | 0.0% | 0.0% | 268 | +20 | 20.2% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 119 | 14 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 102 | 13 | 0.0% | — | 270 | +102 | New | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 109 | 13 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 100 | 12 | 0.0% | — | 273 | +100 | New | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 12 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Roble, Belko & Company, Inc | History | No change | 90 | 11 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 64 | 8 | 0.0% | — | 277 | +64 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 65 | 8 | 0.0% | 0.0% | 276 | -27 | -29.35% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 71 | 8 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 57 | 7 | 0.0% | 0.0% | 278 | -24 | -29.63% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 58 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 55 | 6 | 0.0% | — | 281 | +55 | New | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 42 | 5 | 0.0% | 0.0% | 282 | +6 | 16.67% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 34 | 4 | 0.0% | — | 286 | +34 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 36 | 4 | 0.0% | 0.0% | 287 | +7 | 24.14% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 38 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 38 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 40 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aventura Private Wealth, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 25 | 3 | 0.0% | 0.0% | 290 | +5 | 25.0% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 289 | -3 | -10.71% | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 18 | 2 | 0.0% | 0.0% | 293 | -64 | -78.05% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 23 | 2 | 0.0% | 0.0% | 294 | -30 | -56.6% | Q4 2025 | Feb 24, 2026 |
| CX Institutional | History | New | 13 | 2 | 0.0% | — | 292 | +13 | New | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 1 | 0.0% | — | 300 | +11 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 13 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -17,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -14,356 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,715 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,554 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,049 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,343 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,917 | -100.0% | Q3 2025 | Oct 23, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,882 | -100.0% | Q3 2025 | Nov 19, 2025 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,620 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,579 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,568 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,559 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,548 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -1,543 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,534 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,526 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,521 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,503 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Miramar Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,495 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MidFirst Bank | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 25, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Torren Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |