California Resources Corp - CRC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 12,339,522 | 551,700 | 0.01% | 0.01% | 1 | +937,271 | 8.22% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,506,895 | 469,763 | 0.31% | 0.39% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,775,097 | 392,334 | 0.01% | 0.01% | 3 | +529,814 | 6.43% | Q4 2025 | Jan 29, 2026 |
| Gimbel Daniel Scott | History | No change | 6,241,865 | 279,073 | 98.96% | 99.18% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sourcerock Group LLC | History | Added to | 4,275,206 | 191,144 | 10.67% | 11.5% | 5 | +1,094,715 | 34.42% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,181,806 | 186,968 | 0.04% | 0.04% | 6 | +632,170 | 17.81% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 3,842,223 | 171,785 | 0.01% | 0.01% | 7 | +491,751 | 14.68% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,176,038 | 142,000 | 0.07% | 0.08% | 8 | +169,608 | 5.64% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,344,493 | 104,822 | 0.06% | 0.02% | 9 | +1,564,866 | 200.72% | Q4 2025 | Feb 13, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 1,926,769 | 86,145 | 0.36% | 0.32% | 10 | +536,190 | 38.56% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,853,246 | 82,877 | 0.01% | 0.01% | 11 | +141,836 | 8.29% | Q4 2025 | Feb 09, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 1,616,761 | 72,285 | 0.24% | 0.26% | 12 | +174,154 | 12.07% | Q4 2025 | Feb 18, 2026 |
| Channing Capital Management, LLC | History | Added to | 1,590,707 | 71,120 | 1.83% | 0.16% | 13 | +1,474,037 | 1263.42% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,471,090 | 65,772 | 0.01% | 0.01% | 14 | +499,845 | 51.46% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 1,340,259 | 59,922 | 0.0% | 0.0% | 15 | -282,659 | -17.42% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,244,544 | 55,643 | 0.01% | 0.0% | 16 | +751,969 | 152.66% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,214,692 | 54,308 | 0.01% | 0.01% | 17 | +498,635 | 69.64% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 1,102,049 | 49,272 | 0.01% | 0.01% | 18 | +32,460 | 3.03% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,009,886 | 45,152 | 0.01% | 0.01% | 19 | +216,476 | 27.28% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 994,879 | 44,481 | 0.11% | 0.17% | 20 | -120,500 | -10.8% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 932,164 | 41,677 | 0.12% | 0.07% | 21 | +535,905 | 135.24% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 924,095 | 41,316 | 0.01% | 0.01% | 22 | -12,882 | -1.37% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 868,977 | 38,851 | 1.13% | 1.39% | 23 | -8,140 | -0.93% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 755,729 | 33,766 | 0.18% | 0.23% | 24 | -45,454 | -5.67% | Q4 2025 | Jan 12, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 694,502 | 31,051 | 0.44% | 0.57% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 667,601 | 29,848 | 0.0% | 0.0% | 26 | -100,002 | -13.03% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 643,847 | 28,786 | 0.0% | 0.0% | 27 | -17,111 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 557,818 | 24,940 | 0.01% | 0.01% | 28 | -166,385 | -22.97% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 551,838 | 24,672 | 0.03% | 0.01% | 29 | +349,132 | 172.24% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 528,272 | 23,619 | 0.01% | 0.01% | 30 | +59,603 | 12.72% | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | Added to | 525,758 | 23,506 | 0.02% | 0.02% | 31 | +120,917 | 29.87% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 509,091 | 22,761 | 0.05% | 0.06% | 32 | -12,109 | -2.32% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 458,315 | 20,491 | 0.03% | 0.04% | 33 | -16,771 | -3.53% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Added to | 442,364 | 19,778 | 0.05% | 0.06% | 34 | +13,202 | 3.08% | Q4 2025 | Feb 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 439,575 | 19,653 | 0.03% | 0.03% | 35 | +14,639 | 3.44% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 425,710 | 19,033 | 0.01% | 0.01% | 36 | +64,836 | 17.97% | Q4 2025 | Feb 17, 2026 |
| Palo Duro Investment Partners, LP | History | Added to | 416,237 | 18,609 | 5.58% | 5.37% | 37 | +97,919 | 30.76% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 395,848 | 17,698 | 0.02% | 0.0% | 38 | +320,607 | 426.11% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 388,294 | 17,360 | 0.01% | 0.02% | 39 | -146,326 | -27.37% | Q4 2025 | Feb 17, 2026 |
| Covalis Capital LLP | History | New | 382,350 | 17,094 | 1.2% | — | 40 | +382,350 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 372,882 | 16,671 | 0.0% | 0.0% | 41 | -23,346 | -5.89% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 368,350 | 16,468 | 0.02% | 0.07% | 42 | -630,435 | -63.12% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 332,344 | 14,859 | 0.05% | 0.06% | 43 | +16,815 | 5.33% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 317,185 | 14,181 | 0.02% | 0.02% | 44 | +12,148 | 3.98% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 312,161 | 13,956 | 0.0% | 0.0% | 45 | +58,462 | 23.04% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 307,179 | 13,733 | 0.0% | 0.0% | 46 | +96,649 | 45.91% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 288,350 | 12,892 | 0.01% | 0.01% | 47 | -161,851 | -35.95% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 283,794 | 12,688 | 0.09% | — | 48 | +283,794 | New | Q4 2025 | Feb 11, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 262,676 | 11,756 | 0.94% | 1.1% | 49 | -5,499 | -2.05% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 251,812 | 11,258 | 0.01% | 0.01% | 50 | +10,421 | 4.32% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 234,797 | 10,892 | 0.02% | 0.0% | 51 | +225,210 | 2349.12% | Q4 2025 | Jan 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 242,393 | 10,837 | 0.0% | 0.01% | 52 | +43,713 | 22.0% | Q4 2025 | Feb 10, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 230,000 | 10,283 | 0.23% | 0.18% | 53 | +52,000 | 29.21% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 222,091 | 9,929 | 0.01% | 0.01% | 54 | +6,576 | 3.05% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 209,329 | 9,359 | 0.01% | 0.01% | 55 | +58,323 | 38.62% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 206,900 | 9,250 | 0.01% | 0.01% | 56 | -21,512 | -9.42% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 206,061 | 9,212 | 0.0% | 0.0% | 57 | -4,559 | -2.16% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 201,374 | 9,003 | 0.14% | 0.35% | 58 | -195,349 | -49.24% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 190,371 | 8,511 | 0.0% | 0.0% | 59 | +7,953 | 4.36% | Q4 2025 | Feb 09, 2026 |
| Turas Capital Management LP | History | New | 176,500 | 7,891 | 2.65% | — | 60 | +176,500 | New | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | Reduced | 164,561 | 7,357 | 1.3% | 2.68% | 61 | -184,788 | -52.89% | Q4 2025 | Feb 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 158,716 | 7,096 | 0.0% | 0.0% | 62 | +5,059 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Clayton Partners LLC | History | Added to | 150,364 | 6,722 | 4.85% | 5.49% | 63 | +14,264 | 10.48% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 144,015 | 6,438 | 0.0% | 0.0% | 64 | +19,799 | 15.94% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 143,600 | 6,420 | 0.01% | 0.02% | 65 | -96,200 | -40.12% | Q4 2025 | Mar 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 141,942 | 6,346 | 0.09% | 0.09% | 66 | +28,546 | 25.17% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 132,100 | 5,906 | 0.0% | 0.0% | 67 | +9,700 | 7.92% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | New | 129,783 | 5,802 | 0.16% | — | 68 | +129,783 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 122,353 | 5,470 | 0.0% | — | 69 | +122,353 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 108,801 | 4,864 | 0.0% | 0.01% | 70 | +11,550 | 11.88% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 100,631 | 4,499 | 0.08% | 0.03% | 71 | +54,041 | 115.99% | Q4 2025 | Feb 18, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 95,088 | 4,251 | 0.01% | 0.01% | 72 | +23,399 | 32.64% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 94,437 | 4,222 | 0.03% | 0.05% | 73 | -20,797 | -18.05% | Q4 2025 | Feb 02, 2026 |
| Hara Capital LLC | History | No change | 94,214 | 4,212 | 2.34% | 2.95% | 74 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 92,828 | 4,150 | 0.0% | 0.0% | 75 | +32,046 | 52.72% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 92,435 | 4,132 | 0.03% | 0.06% | 76 | -44,668 | -32.58% | Q4 2025 | Feb 12, 2026 |
| Saber Capital Managment, LLC | History | New | 91,941 | 4,110 | 3.43% | — | 77 | +91,941 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 87,055 | 3,892 | 0.0% | 0.0% | 78 | +8,467 | 10.77% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 85,238 | 3,811 | 0.01% | 0.0% | 79 | +84,922 | 26874.05% | Q4 2025 | Feb 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 83,836 | 3,748 | 0.0% | 0.0% | 80 | +29,348 | 53.86% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 81,619 | 3,649 | 0.08% | 0.02% | 81 | +63,116 | 341.11% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 79,473 | 3,553 | 0.05% | 0.06% | 82 | +1,810 | 2.33% | Q4 2025 | Feb 09, 2026 |
| Kore Advisors LP | History | No change | 75,141 | 3,359 | 2.45% | 2.11% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 73,916 | 3,304 | 0.01% | 0.01% | 84 | +46,796 | 172.55% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 73,728 | 3,296 | 0.07% | 0.07% | 85 | +12,428 | 20.27% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 73,143 | 3,271 | 0.0% | 0.0% | 86 | +10,677 | 17.09% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 67,279 | 3,008 | 0.08% | — | 87 | +67,279 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 64,791 | 2,896 | 0.03% | 0.06% | 88 | -35,693 | -35.52% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,300 | 2,830 | 0.0% | 0.0% | 89 | -215,401 | -77.29% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 62,149 | 2,778 | 0.04% | — | 90 | +62,149 | New | Q4 2025 | Feb 13, 2026 |
| Aventail Capital Group, LP | History | Reduced | 61,814 | 2,763 | 0.16% | 0.26% | 91 | -44,059 | -41.61% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,857 | 2,720 | 0.0% | 0.0% | 92 | -158 | -0.26% | Q4 2025 | Feb 17, 2026 |
| OnyxPoint Global Management LP | History | New | 57,600 | 2,575 | 0.72% | — | 93 | +57,600 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 57,254 | 2,559 | 0.0% | 0.0% | 94 | +17,398 | 43.65% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 55,728 | 2,491 | 0.01% | 0.01% | 95 | -29,194 | -34.38% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 55,149 | 2,466 | 0.0% | 0.01% | 96 | -1,531 | -2.7% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 52,890 | 2,364 | 0.01% | 0.01% | 97 | +9,174 | 20.99% | Q4 2025 | Jan 29, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 50,761 | 2,269 | 0.2% | 0.28% | 98 | -7,325 | -12.61% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 49,477 | 2,212 | 0.0% | 0.0% | 99 | +6,548 | 15.25% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 48,570 | 2,171 | 0.02% | 0.01% | 100 | +25,550 | 110.99% | Q4 2025 | Feb 10, 2026 |
| Interval Partners, LP | History | Added to | 47,824 | 2,138 | 0.04% | 0.03% | 101 | +18,201 | 61.44% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 46,189 | 2,065 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 45,598 | 2,038 | 0.0% | 0.0% | 103 | -7,565 | -14.23% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 44,953 | 2,009 | 0.01% | 0.01% | 104 | +722 | 1.63% | Q4 2025 | Jan 30, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 43,216 | 1,932 | 0.02% | 0.02% | 105 | +3,474 | 8.74% | Q4 2025 | Jan 23, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 41,127 | 1,838 | 0.01% | — | 106 | +41,127 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 40,870 | 1,827 | 0.01% | 0.01% | 107 | +1,393 | 3.53% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 40,670 | 1,818 | 0.02% | 0.03% | 108 | -6,257 | -13.33% | Q4 2025 | Feb 02, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 40,070 | 1,792 | 0.09% | 0.11% | 109 | -1,300 | -3.14% | Q4 2025 | Jan 27, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 39,461 | 1,764 | 0.02% | 0.02% | 110 | +5,384 | 15.8% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 32,225 | 1,724 | 0.01% | 0.01% | 111 | -5,393 | -14.34% | Q4 2025 | Feb 18, 2026 |
| ARGA Investment Management, LP | History | No change | 37,541 | 1,678 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 36,634 | 1,638 | 0.48% | 0.6% | 113 | -2,580 | -6.58% | Q4 2025 | Feb 09, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 36,000 | 1,609 | 0.03% | 0.03% | 114 | +2,500 | 7.46% | Q4 2025 | Jan 16, 2026 |
| South Street Advisors LLC | History | Added to | 35,600 | 1,591 | 0.22% | 0.23% | 115 | +2,355 | 7.08% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 35,221 | 1,574 | 0.0% | — | 116 | +35,221 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 34,374 | 1,536 | 0.04% | 0.04% | 117 | +6,088 | 21.52% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 34,086 | 1,523 | 0.0% | 0.0% | 118 | +600 | 1.79% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 33,872 | 1,514 | 0.0% | 0.0% | 119 | +2,383 | 7.57% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 33,333 | 1,490 | 0.02% | 0.01% | 120 | +12,032 | 56.49% | Q4 2025 | Feb 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 33,161 | 1,482 | 0.28% | 0.32% | 121 | +2,297 | 7.44% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 33,000 | 1,475 | 0.0% | 0.02% | 122 | -169,477 | -83.7% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 32,183 | 1,438 | 0.0% | — | 123 | +32,183 | New | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 31,657 | 1,415 | 0.01% | 0.02% | 124 | -1,694 | -5.08% | Q4 2025 | Feb 11, 2026 |
| Phocas Financial Corp. | History | Reduced | 31,502 | 1,408 | 0.18% | 0.22% | 125 | -77 | -0.24% | Q4 2025 | Jan 26, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 31,154 | 1,392 | 0.0% | 0.0% | 126 | +12,980 | 71.42% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 29,788 | 1,332 | 0.0% | 0.0% | 127 | +997 | 3.46% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,817 | 1,288 | 0.0% | 0.0% | 128 | +8,494 | 41.8% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Reduced | 28,677 | 1,282 | 0.0% | 0.0% | 129 | -6,092 | -17.52% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 28,361 | 1,268 | 0.0% | 0.02% | 130 | -173,439 | -85.95% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 28,332 | 1,266 | 0.08% | 0.11% | 131 | -4,155 | -12.79% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,300 | 1,265 | 0.0% | 0.0% | 132 | +14,665 | 107.55% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Reduced | 26,817 | 1,198 | 0.0% | 0.0% | 133 | -57,422 | -68.17% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 25,017 | 1,119 | 0.09% | 0.02% | 134 | +19,955 | 394.21% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Reduced | 24,349 | 1,089 | 0.0% | 0.01% | 135 | -14,012 | -36.53% | Q4 2025 | Jan 26, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 24,344 | 1,088 | 0.0% | 0.0% | 136 | +871 | 3.71% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 23,799 | 1,064 | 0.0% | 0.0% | 137 | +20,999 | 749.96% | Q4 2025 | Feb 02, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 22,852 | 1,021 | 0.02% | 0.02% | 138 | +3,981 | 21.1% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,508 | 1,019 | 0.01% | 0.01% | 139 | -2,452 | -10.23% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Added to | 22,662 | 1,013 | 0.01% | 0.01% | 140 | +1,866 | 8.97% | Q4 2025 | Feb 05, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 22,510 | 1,006 | 0.15% | 0.19% | 141 | +152 | 0.68% | Q4 2025 | Feb 06, 2026 |
| Bridgewater Associates, LP | History | New | 22,387 | 1,000 | 0.0% | — | 142 | +22,387 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 22,162 | 990 | 0.01% | 0.01% | 143 | +3,931 | 21.56% | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | Reduced | 22,056 | 986 | 0.23% | 0.19% | 144 | -1,700 | -7.16% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,500 | 961 | 0.0% | 0.0% | 145 | +500 | 2.38% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,377 | 911 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 20,208 | 903 | 0.01% | 0.01% | 147 | +1,360 | 7.22% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 20,074 | 897 | 0.0% | 0.02% | 148 | -83,790 | -80.67% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 19,444 | 869 | 0.0% | 0.0% | 149 | +904 | 4.88% | Q4 2025 | Feb 10, 2026 |
| Jain Global LLC | History | Added to | 18,972 | 848 | 0.0% | 0.0% | 151 | +1,959 | 11.51% | Q4 2025 | Feb 17, 2026 |
| Covalent Partners LLC | History | No change | 18,974 | 848 | 3.75% | 3.8% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 18,636 | 833 | 0.0% | 0.01% | 152 | -56 | -0.3% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,421 | 823 | 0.0% | 0.0% | 153 | +1,491 | 8.81% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 18,187 | 813 | 0.01% | 0.01% | 154 | -1,694 | -8.52% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 17,990 | 804 | 0.01% | 0.01% | 155 | +1,626 | 9.94% | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 17,678 | 779 | 0.0% | 0.0% | 156 | +12,299 | 228.65% | Q4 2025 | Mar 20, 2026 |
| State of Wyoming | History | Added to | 16,444 | 735 | 0.08% | 0.07% | 157 | +4,579 | 38.59% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 16,243 | 726 | 0.01% | 0.08% | 158 | -122,597 | -88.3% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 16,070 | 718 | 0.0% | — | 159 | +16,070 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,614 | 698 | 0.0% | 0.0% | 160 | +2,969 | 23.48% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,009 | 696 | 0.0% | 0.0% | 161 | -5,787 | -27.83% | Q4 2025 | Jan 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 15,429 | 689 | 0.0% | 0.0% | 162 | -3,704 | -19.36% | Q4 2025 | Jan 28, 2026 |
| Unison Advisors LLC | History | New | 15,307 | 684 | 0.06% | — | 163 | +15,307 | New | Q4 2025 | Jan 21, 2026 |
| ProShare Advisors LLC | History | Added to | 14,289 | 638 | 0.0% | 0.0% | 164 | +1,434 | 11.16% | Q4 2025 | Feb 06, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 13,814 | 617 | 0.24% | 0.4% | 165 | -5,033 | -26.7% | Q4 2025 | Feb 03, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 12,660 | 566 | 0.0% | 0.03% | 166 | -601,134 | -97.94% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 12,200 | 545 | 0.0% | 0.0% | 167 | -18,200 | -59.87% | Q4 2025 | Jan 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 11,536 | 515 | 0.01% | 0.01% | 168 | +1,070 | 10.22% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 11,390 | 509 | 0.0% | 0.0% | 169 | -13,873 | -54.91% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,313 | 504 | 0.0% | 0.0% | 170 | +862 | 8.25% | Q4 2025 | Feb 18, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 11,240 | 502 | 0.02% | 0.02% | 171 | +2,080 | 22.71% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 11,059 | 494 | 0.01% | 0.01% | 172 | +290 | 2.69% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 10,829 | 484 | 0.0% | 0.0% | 173 | -2,615 | -19.45% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 10,183 | 455 | 0.0% | 0.0% | 174 | -20,207 | -66.49% | Q4 2025 | Feb 11, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 10,137 | 453 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,046 | 449 | 0.0% | 0.0% | 176 | +1,082 | 12.07% | Q4 2025 | Jan 29, 2026 |
| Orvieto Partners, L.P. | History | Reduced | 10,000 | 447 | 0.36% | 1.33% | 178 | -20,000 | -66.67% | Q4 2025 | Feb 12, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 10,000 | 447 | 0.08% | — | 177 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 9,955 | 445 | 0.0% | — | 179 | +9,955 | New | Q4 2025 | Jan 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 9,920 | 443 | 0.01% | — | 180 | +9,920 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,605 | 429 | 0.0% | 0.01% | 181 | -263,953 | -96.49% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 9,504 | 424 | 0.01% | — | 182 | +9,504 | New | Q4 2025 | Feb 06, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 9,468 | 423 | 0.09% | 0.11% | 183 | -1,594 | -14.41% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 9,096 | 406 | 0.01% | 0.02% | 184 | +157 | 1.76% | Q4 2025 | Jan 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,977 | 401 | 0.0% | 0.0% | 185 | +822 | 10.08% | Q4 2025 | Feb 10, 2026 |
| CIM, LLC | History | Reduced | 8,828 | 394 | 0.05% | 0.06% | 186 | -364 | -3.96% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | Added to | 8,696 | 388 | 0.0% | 0.0% | 187 | +96 | 1.12% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,995 | 357 | 0.0% | — | 188 | +7,995 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Added to | 7,545 | 337 | 0.0% | 0.0% | 189 | +783 | 11.58% | Q4 2025 | Feb 10, 2026 |
| Entropy Technologies, LP | History | New | 7,444 | 332 | 0.02% | — | 190 | +7,444 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,394 | 330 | 0.0% | 0.0% | 191 | -6,172 | -45.5% | Q4 2025 | Feb 18, 2026 |
| Laurion Capital Management LP | History | No change | 7,304 | 326 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verdad Advisers, LP | History | New | 7,180 | 321 | 0.37% | — | 193 | +7,180 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,107 | 318 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,653 | 297 | 0.0% | — | 195 | +6,653 | New | Q4 2025 | Feb 04, 2026 |
| Freestone Grove Partners LP | History | New | 6,599 | 295 | 0.0% | — | 196 | +6,599 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,026 | 294 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | Added to | 6,525 | 291 | 0.03% | 0.03% | 198 | +25 | 0.38% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,507 | 290 | 0.0% | 0.0% | 199 | -350,092 | -98.18% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,323 | 282 | 0.0% | 0.0% | 200 | -2,115 | -25.07% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,295 | 281 | 0.01% | 0.01% | 201 | +396 | 6.71% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | New | 6,282 | 280 | 0.17% | — | 202 | +6,282 | New | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Reduced | 6,260 | 279 | 0.01% | 0.01% | 203 | -3,540 | -36.12% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,206 | 277 | 0.01% | 0.01% | 204 | +544 | 9.61% | Q4 2025 | Feb 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 6,086 | 272 | 0.0% | — | 205 | +6,086 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 6,093 | 272 | 0.0% | 0.0% | 206 | +792 | 14.94% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,984 | 267 | 0.0% | 0.0% | 207 | -206 | -3.33% | Q4 2025 | Jan 26, 2026 |
| Summit Global Investments | History | Reduced | 5,971 | 267 | 0.02% | 0.02% | 208 | -52 | -0.86% | Q4 2025 | Feb 18, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 5,949 | 265 | 0.06% | 0.04% | 209 | +1,291 | 27.72% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 5,902 | 263 | 0.0% | — | 210 | +5,902 | New | Q4 2025 | Feb 17, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 5,875 | 262 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 5,465 | 244 | 0.0% | 0.0% | 212 | -414 | -7.04% | Q4 2025 | Feb 10, 2026 |
| iA Global Asset Management Inc. | History | Added to | 5,440 | 243 | 0.0% | 0.0% | 213 | +230 | 4.41% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 5,017 | 224 | 0.0% | — | 215 | +5,017 | New | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management Ltd | History | Added to | 5,032 | 224 | 0.04% | 0.05% | 214 | +43 | 0.86% | Q4 2025 | Jan 22, 2026 |
| Graham Capital Management, L.P. | History | New | 4,975 | 222 | 0.01% | — | 216 | +4,975 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,861 | 217 | 0.0% | 0.0% | 217 | +384 | 8.58% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,850 | 216 | 0.0% | — | 218 | +4,850 | New | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 4,683 | 209 | 0.0% | 0.0% | 220 | +195 | 4.34% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,686 | 209 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,606 | 205 | 0.0% | 0.01% | 223 | -16,502 | -78.18% | Q4 2025 | Feb 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,606 | 205 | 0.0% | 0.01% | 221 | -10,877 | -70.25% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 4,594 | 205 | 0.0% | 0.0% | 222 | -1,668 | -26.64% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 4,580 | 204 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,512 | 201 | 0.0% | 0.0% | 225 | +383 | 9.28% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,491 | 200 | 0.0% | 0.0% | 227 | -7,200 | -61.59% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 4,484 | 200 | 0.0% | — | 226 | +4,484 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,314 | 192 | 0.02% | 0.03% | 228 | +69 | 1.63% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,212 | 188 | 0.0% | 0.0% | 229 | -3,438 | -44.94% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,726 | 166 | 0.0% | 0.0% | 231 | +1,738 | 87.42% | Q4 2025 | Feb 06, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 3,734 | 166 | 0.05% | 0.05% | 230 | +580 | 18.39% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 3,313 | 148 | 0.0% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,893 | 129 | 0.0% | 0.0% | 233 | -5,459 | -65.36% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,266 | 101 | 0.0% | — | 234 | +2,266 | New | Q4 2025 | Jan 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,061 | 92 | 0.07% | 0.11% | 235 | -2,344 | -53.21% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,026 | 90 | 0.0% | 0.0% | 237 | -26 | -1.27% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 2,020 | 90 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,966 | 87 | 0.0% | 0.0% | 238 | +479 | 32.21% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,733 | 77 | 0.0% | 0.0% | 239 | +777 | 81.28% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,715 | 76 | 0.0% | 0.0% | 240 | +362 | 26.76% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,698 | 75 | 0.0% | 0.0% | 241 | +369 | 27.77% | Q4 2025 | Jan 05, 2026 |
| Neo Ivy Capital Management | History | New | 1,666 | 74 | 0.01% | — | 243 | +1,666 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,677 | 74 | 0.0% | 0.0% | 242 | +214 | 14.63% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,508 | 67 | 0.0% | — | 244 | +1,508 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,437 | 64 | 0.01% | — | 245 | +1,419 | 7883.33% | Q4 2025 | Jan 08, 2026 |
| CX Institutional | History | Reduced | 1,420 | 63 | 0.0% | 0.0% | 247 | -1,568 | -52.48% | Q4 2025 | Feb 02, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 1,425 | 63 | 0.03% | — | 246 | +1,425 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,272 | 56 | 0.0% | 0.0% | 248 | -617 | -32.66% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,013 | 47 | 0.0% | — | 249 | +1,013 | New | Q4 2025 | Feb 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 44 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Reduced | 973 | 43 | 0.0% | 0.03% | 251 | -7,425 | -88.41% | Q4 2025 | Feb 09, 2026 |
| EMC Capital Management | History | New | 930 | 42 | 0.02% | — | 252 | +930 | New | Q4 2025 | Mar 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 930 | 41 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 894 | 39 | 0.0% | — | 254 | +894 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 653 | 29 | 0.0% | 0.0% | 255 | -9 | -1.36% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 617 | 28 | 0.0% | 0.0% | 256 | +62 | 11.17% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Holdings, LLC | History | New | 603 | 26 | 0.01% | — | 257 | +603 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 582 | 26 | 0.0% | — | 258 | +582 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 561 | 25 | 0.0% | 0.0% | 260 | +440 | 363.64% | Q4 2025 | Mar 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 580 | 25 | 0.0% | 0.0% | 259 | +131 | 29.18% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 549 | 24 | 0.0% | 0.0% | 261 | -7 | -1.26% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 530 | 23 | 0.0% | 0.0% | 263 | -1,695 | -76.18% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 517 | 23 | 0.0% | 0.0% | 262 | +96 | 22.8% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 454 | 20 | 0.0% | 0.0% | 264 | +146 | 47.4% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 429 | 19 | 0.0% | 0.0% | 265 | +212 | 97.7% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 410 | 18 | 0.01% | 0.01% | 266 | +23 | 5.94% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 350 | 15 | 0.0% | 0.0% | 267 | +5 | 1.45% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 315 | 14 | 0.0% | — | 268 | +315 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 232 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | Reduced | 211 | 9 | 0.0% | 0.04% | 272 | -1,052 | -83.29% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 214 | 9 | 0.0% | 0.0% | 270 | -87 | -28.9% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | Added to | 210 | 9 | 0.0% | 0.0% | 271 | +44 | 26.51% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | No change | 215 | 9 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 197 | 8 | 0.0% | 0.01% | 276 | -11,560 | -98.32% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 200 | 8 | 0.0% | — | 277 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 187 | 8 | 0.0% | — | 275 | +187 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 200 | 8 | 0.0% | 0.0% | 278 | -136 | -40.48% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 188 | 8 | 0.0% | 0.0% | 274 | +6 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 161 | 7 | 0.0% | 0.0% | 280 | +31 | 23.85% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 175 | 7 | 0.0% | 0.0% | 281 | +15 | 9.38% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 159 | 7 | 0.0% | 0.0% | 279 | -6 | -3.64% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 129 | 6 | 0.0% | — | 284 | +129 | New | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 141 | 6 | 0.0% | 0.0% | 285 | +43 | 43.88% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 97 | 4 | 0.0% | — | 287 | +97 | New | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 95 | 4 | 0.0% | — | 288 | +95 | New | Q4 2025 | Mar 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 87 | 3 | 0.0% | — | 292 | +87 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 85 | 3 | 0.0% | — | 290 | +85 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | New | 73 | 3 | 0.0% | — | 289 | +73 | New | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Added to | 84 | 3 | 0.0% | — | 293 | +66 | 366.67% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 48 | 2 | 0.0% | 0.01% | 296 | -209 | -81.32% | Q4 2025 | Jan 22, 2026 |
| IMA Advisory Services, Inc. | History | New | 58 | 2 | 0.0% | — | 295 | +58 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 60 | 2 | 0.0% | 0.0% | 294 | +6 | 11.11% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | New | 34 | 1 | 0.0% | — | 302 | +34 | New | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 31 | 1 | 0.0% | — | 304 | +31 | New | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 44 | 1 | 0.0% | — | 303 | +30 | 214.29% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 34 | 1 | 0.0% | — | 299 | +18 | 112.5% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 33 | 1 | 0.0% | — | 301 | +18 | 120.0% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIR Capital Management, L.P. | History | Closed out | 0 | 0 | — | 1.8% | — | -377,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -275,506 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MASTERS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -174,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.2% | — | -149,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -141,713 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COBALT CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 2.93% | — | -120,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115,682 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -102,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.2% | — | -100,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -94,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.19% | — | -93,161 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -92,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -84,985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.09% | — | -61,690 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.43% | — | -49,400 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -34,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -33,196 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -28,295 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Amitell Capital Pte Ltd | History | Closed out | 0 | 0 | — | 0.85% | — | -26,350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.19% | — | -23,327 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,858 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,507 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,331 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,539 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,030 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.71% | — | -10,701 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -9,678 | -100.0% | Q3 2025 | Oct 31, 2025 |
| JACKSON SQUARE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,443 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,595 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.1% | — | -8,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -8,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,889 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,203 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -6,001 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,857 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -4,909 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,758 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,671 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,445 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,344 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,318 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,016 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SEARLE & CO. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,942 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,835 | -100.0% | Q3 2025 | Nov 05, 2025 |
| South Dakota Investment Council | History | Closed out | 0 | 0 | — | 0.0% | — | -2,140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -918 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -682 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -494 | -98.8% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -266 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CNB Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 4 | 0 | — | 0.0% | — | -176 | -97.78% | Q4 2025 | Feb 06, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 10, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Reduced | 14 | 0 | — | 0.0% | — | -75 | -84.27% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealth Enhancement Trust Services, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 20 | 0 | — | — | — | +15 | 300.0% | Q4 2025 | Jan 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| Trium Capital LLP | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 22, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 16, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |