Circle Internet Group, Inc. - CRCL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,796,441 | 935,457 | 0.11% | 0.23% | 1 | -3,244,441 | -21.57% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 9,978,729 | 791,313 | 0.72% | 1.08% | 2 | +1,919,205 | 23.81% | Q4 2025 | Feb 13, 2026 |
| IDG China Capital Fund III Associates L.P. | History | Reduced | 9,965,659 | 790,276 | 98.64% | 92.79% | 3 | -1,061,028 | -9.62% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,670,385 | 687,561 | 0.1% | 0.1% | 4 | +3,824,383 | 78.92% | Q4 2025 | Feb 17, 2026 |
| IDG-Accel China Capital II Associates L.P. | History | New | 6,996,111 | 554,791 | 100.0% | — | 5 | +6,996,111 | New | Q4 2025 | Feb 13, 2026 |
| Accel XI Associates L.L.C. | History | New | 6,479,748 | 513,844 | 100.0% | — | 6 | +6,479,748 | New | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 5,674,208 | 449,964 | 0.01% | 0.01% | 7 | +1,154,924 | 25.56% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,653,110 | 448,291 | 0.01% | 0.01% | 8 | +74,414 | 1.33% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,257,961 | 416,956 | 0.06% | 0.14% | 9 | -1,890,163 | -26.44% | Q4 2025 | Feb 12, 2026 |
| ARK Investment Management LLC | History | Added to | 4,141,628 | 328,431 | 2.18% | 2.34% | 10 | +1,174,688 | 39.59% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 2,575,684 | 204,251 | 0.12% | 0.1% | 11 | +1,276,310 | 98.22% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 2,570,408 | 203,936 | 2.36% | 1.66% | 12 | +1,276,329 | 98.63% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,085,055 | 165,344 | 0.01% | 0.01% | 13 | +1,115,993 | 115.16% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,067,446 | 163,948 | 0.25% | — | 14 | +2,067,446 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,838,411 | 145,785 | 0.02% | 0.02% | 15 | +696,608 | 61.01% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | Reduced | 1,835,012 | 145,516 | 0.27% | 0.47% | 16 | -561,988 | -23.45% | Q4 2025 | Mar 12, 2026 |
| CANTOR FITZGERALD, L. P. | History | Added to | 1,635,741 | 129,714 | 1.97% | 0.2% | 17 | +1,482,386 | 966.64% | Q4 2025 | Feb 17, 2026 |
| SBI Holdings USA, Inc. | History | New | 1,614,000 | 127,990 | 100.0% | — | 18 | +1,614,000 | New | Q4 2025 | Feb 10, 2026 |
| Clear Street Group Inc. | History | Added to | 1,605,509 | 127,316 | 0.47% | 0.29% | 19 | +973,552 | 154.05% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,572,152 | 124,672 | 0.02% | — | 20 | +1,572,152 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,511,900 | 119,893 | 0.33% | 0.15% | 21 | +1,086,487 | 255.4% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,460,730 | 115,835 | 0.01% | 0.01% | 22 | +416,614 | 39.9% | Q4 2025 | Feb 13, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Added to | 1,335,000 | 105,865 | 11.36% | 8.39% | 23 | +770,000 | 136.28% | Q4 2025 | Feb 17, 2026 |
| IDG China Capital Fund GP III Associates Ltd. | History | New | 1,307,711 | 103,701 | 99.48% | — | 24 | +1,307,711 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 1,291,529 | 102,418 | 0.05% | 0.05% | 25 | +452,676 | 53.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,265,213 | 100,331 | 0.14% | 0.0% | 26 | +1,240,533 | 5026.47% | Q4 2025 | Feb 17, 2026 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | History | Added to | 1,249,970 | 99,122 | 7.61% | 5.59% | 27 | +700,070 | 127.31% | Q4 2025 | Feb 17, 2026 |
| Southpoint Capital Advisors LP | History | New | 1,200,000 | 95,160 | 2.21% | — | 28 | +1,200,000 | New | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 1,130,104 | 89,617 | 0.95% | — | 29 | +1,130,104 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 1,097,106 | 87,000 | 0.12% | 0.11% | 30 | +553,985 | 102.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,089,558 | 86,403 | 0.01% | 0.01% | 31 | +671,078 | 160.36% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,051,014 | 83,368 | 0.01% | 0.01% | 32 | +51,435 | 5.15% | Q4 2025 | Feb 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 1,017,695 | 80,703 | 0.28% | — | 33 | +1,017,695 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,000,000 | 79,300 | 0.26% | 0.15% | 34 | +649,004 | 184.9% | Q4 2025 | Feb 13, 2026 |
| Yong Rong (HK) Asset Management Ltd | History | Added to | 994,200 | 78,841 | 23.9% | 6.56% | 35 | +752,700 | 311.68% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Added to | 929,299 | 73,693 | 0.17% | 0.05% | 36 | +738,383 | 386.76% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 900,830 | 71,435 | 0.0% | 0.0% | 37 | +178,214 | 24.66% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 883,541 | 70,064 | 0.0% | 0.0% | 38 | +802,462 | 989.73% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 839,690 | 66,587 | 0.09% | 0.2% | 39 | -140,706 | -14.35% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 765,502 | 60,704 | 0.01% | — | 40 | +765,502 | New | Q4 2025 | Feb 10, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Added to | 689,628 | 54,687 | 2.58% | 1.35% | 41 | +405,664 | 142.86% | Q4 2025 | Feb 06, 2026 |
| TORONTO DOMINION BANK | History | Added to | 600,000 | 47,580 | 0.07% | 0.04% | 42 | +400,000 | 200.0% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 595,911 | 47,256 | 0.04% | 0.05% | 43 | +183,089 | 44.35% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 579,578 | 45,960 | 0.0% | 0.09% | 44 | -12,380,221 | -95.53% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 576,499 | 45,716 | 0.47% | 0.56% | 45 | +217,229 | 60.46% | Q4 2025 | Feb 17, 2026 |
| Contrarius Group Holdings Ltd | History | New | 562,678 | 44,620 | 2.16% | — | 46 | +562,678 | New | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | Added to | 547,012 | 43,378 | 0.27% | 0.07% | 47 | +474,351 | 652.83% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 544,100 | 43,147 | 0.08% | — | 48 | +544,100 | New | Q4 2025 | Feb 17, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 535,683 | 42,479 | 0.74% | 0.02% | 49 | +527,254 | 6255.24% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 517,310 | 41,022 | 0.01% | 0.01% | 50 | +16,642 | 3.32% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 506,971 | 40,202 | 0.31% | 0.16% | 51 | +363,157 | 252.52% | Q4 2025 | Jan 14, 2026 |
| TIGER GLOBAL MANAGEMENT LLC | History | Added to | 500,000 | 39,650 | 0.13% | 0.05% | 52 | +375,000 | 300.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 417,174 | 33,081 | 0.0% | 0.01% | 53 | +15,980 | 3.98% | Q4 2025 | Mar 25, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 408,355 | 32,382 | 0.06% | 9.85% | 54 | +392,355 | 2452.22% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 389,897 | 30,918 | 0.01% | 0.0% | 55 | +368,153 | 1693.12% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 382,166 | 30,305 | 0.04% | 0.01% | 56 | +348,166 | 1024.02% | Q4 2025 | Feb 17, 2026 |
| Think Investments LP | History | New | 364,700 | 28,920 | 3.22% | — | 57 | +364,700 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 357,923 | 28,383 | 0.04% | 0.12% | 58 | +92,797 | 35.0% | Q4 2025 | Jan 09, 2026 |
| Cynosure Group, LLC | History | New | 343,129 | 27,210 | 2.77% | — | 59 | +343,129 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 321,867 | 25,524 | 0.08% | — | 60 | +321,867 | New | Q4 2025 | Feb 12, 2026 |
| Alberta Investment Management Corp | History | New | 315,600 | 25,027 | 0.15% | — | 61 | +315,600 | New | Q4 2025 | Feb 19, 2026 |
| LMR Partners LLP | History | Added to | 312,500 | 24,781 | 0.05% | 0.05% | 62 | +218,900 | 233.87% | Q4 2025 | Feb 17, 2026 |
| IDG-Accel China Capital GP II Associates Ltd. | History | New | 312,059 | 24,746 | 100.0% | — | 63 | +312,059 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | New | 312,000 | 24,741 | 0.04% | — | 64 | +312,000 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 303,500 | 24,067 | 0.04% | — | 65 | +303,500 | New | Q4 2025 | Feb 17, 2026 |
| HSG Holding Ltd | History | New | 312,200 | 22,696 | 1.2% | — | 66 | +312,200 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 252,796 | 22,260 | 0.01% | 0.0% | 67 | +234,001 | 1245.02% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 270,275 | 21,432 | 0.02% | — | 68 | +270,275 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 255,222 | 20,239 | 0.04% | 0.06% | 69 | +38,567 | 17.8% | Q4 2025 | Mar 16, 2026 |
| Qube Research & Technologies Ltd | History | New | 254,007 | 20,142 | 0.02% | — | 70 | +254,007 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 249,609 | 19,793 | 0.0% | 0.01% | 71 | +11,605 | 4.88% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 232,848 | 18,464 | 0.13% | — | 72 | +232,848 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | New | 231,437 | 18,352 | 0.26% | — | 73 | +231,437 | New | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | New | 229,071 | 18,165 | 0.67% | — | 74 | +229,071 | New | Q4 2025 | Jan 30, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 226,654 | 17,973 | 0.76% | 0.51% | 75 | +172,554 | 318.95% | Q4 2025 | Feb 13, 2026 |
| BIT Capital GmbH | History | Added to | 224,200 | 17,779 | 0.65% | 0.49% | 76 | +115,200 | 105.69% | Q4 2025 | Feb 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 216,628 | 17,178 | 0.03% | 0.04% | 77 | +23,928 | 12.42% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 214,040 | 16,973 | 0.01% | 0.01% | 78 | +60,841 | 39.71% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 213,333 | 16,930 | 0.01% | — | 79 | +213,333 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Management LLC | History | New | 212,082 | 16,818 | 0.51% | — | 80 | +212,082 | New | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | History | New | 201,345 | 15,966 | 2.12% | — | 81 | +201,345 | New | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 192,638 | 15,276 | 0.0% | 0.0% | 82 | +8,601 | 4.67% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 191,829 | 15,212 | 0.03% | 0.0% | 83 | +176,418 | 1144.75% | Q4 2025 | Feb 12, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 186,337 | 14,776 | 0.01% | 0.02% | 84 | +463 | 0.25% | Q4 2025 | Jan 23, 2026 |
| Belvedere Trading LLC | History | Added to | 184,562 | 14,635 | 0.02% | 0.0% | 85 | +173,862 | 1624.88% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 168,104 | 13,433 | 0.01% | 0.0% | 86 | +164,309 | 4329.62% | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 166,788 | 13,226 | 0.0% | 0.0% | 87 | +106,176 | 175.17% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 162,955 | 12,922 | 0.0% | 0.01% | 88 | -86,889 | -34.78% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 149,083 | 11,822 | 0.11% | — | 89 | +149,083 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 142,536 | 11,303 | 0.03% | — | 90 | +142,536 | New | Q4 2025 | Feb 17, 2026 |
| Lykos Global Management, LP | History | New | 140,000 | 11,102 | 7.85% | — | 91 | +140,000 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 136,440 | 10,819 | 0.03% | — | 92 | +136,440 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 136,220 | 10,802 | 0.0% | 0.0% | 93 | +136,035 | 73532.43% | Q4 2025 | Feb 11, 2026 |
| Intrinsic Edge Capital Management LLC | History | Added to | 135,500 | 10,745 | 1.92% | 0.47% | 94 | +110,000 | 431.37% | Q4 2025 | Feb 12, 2026 |
| Liberty Street Advisors, Inc. | History | Reduced | 130,000 | 10,309 | 17.24% | 59.62% | 95 | -160,200 | -55.2% | Q4 2025 | Jan 23, 2026 |
| Amtrust Financial Services, Inc. | History | New | 129,378 | 10,259 | 3.25% | — | 96 | +129,378 | New | Q4 2025 | Jan 22, 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | History | Added to | 126,710 | 10,048 | 6.24% | 6.51% | 97 | +26,710 | 26.71% | Q4 2025 | Feb 04, 2026 |
| Legal & General Group Plc | History | Added to | 126,091 | 9,999 | 0.0% | 0.0% | 98 | +117,034 | 1292.19% | Q4 2025 | Feb 09, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 125,000 | 9,912 | 0.75% | 1.35% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 124,639 | 9,883 | 0.0% | 0.0% | 100 | +121,958 | 4548.97% | Q4 2025 | Feb 12, 2026 |
| 1888 Investments, LLC | History | New | 121,821 | 9,660 | 93.62% | — | 101 | +121,821 | New | Q4 2025 | Feb 11, 2026 |
| TRAVELERS COMPANIES, INC. | History | New | 120,516 | 9,556 | 6.29% | — | 102 | +120,516 | New | Q4 2025 | Feb 10, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 115,350 | 9,147 | 0.63% | 0.37% | 103 | +73,671 | 176.76% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 114,194 | 9,055 | 0.01% | — | 104 | +114,194 | New | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | New | 111,204 | 8,818 | 0.0% | — | 105 | +111,204 | New | Q4 2025 | Jan 29, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 110,000 | 8,723 | 0.01% | — | 106 | +110,000 | New | Q4 2025 | Jan 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 108,114 | 8,573 | 0.13% | 0.1% | 107 | +54,145 | 100.33% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 104,377 | 8,277 | 0.0% | 0.0% | 108 | +21,507 | 25.95% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 104,236 | 8,265 | 0.01% | 0.02% | 109 | -3,045 | -2.84% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 104,019 | 8,248 | 0.01% | 0.0% | 110 | +87,569 | 532.33% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | Reduced | 100,000 | 7,930 | 0.21% | 2.41% | 111 | -890,417 | -89.9% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 97,816 | 7,756 | 0.02% | 0.02% | 112 | +36,232 | 58.83% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | New | 97,661 | 7,744 | 0.02% | — | 113 | +97,661 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 96,698 | 7,662 | 0.19% | 0.0% | 114 | +94,759 | 4887.0% | Q4 2025 | Feb 11, 2026 |
| SOFTBANK GROUP CORP. | History | New | 95,659 | 7,585 | 0.05% | — | 115 | +95,659 | New | Q4 2025 | Feb 17, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 95,641 | 7,584 | 0.28% | — | 116 | +95,641 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 91,197 | 7,231 | 0.0% | 0.0% | 117 | +5,521 | 6.44% | Q4 2025 | Feb 12, 2026 |
| Leonteq Securities AG | History | Added to | 87,163 | 6,912 | 0.21% | 0.13% | 118 | +54,861 | 169.84% | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 83,294 | 6,605 | 0.07% | 0.02% | 119 | +54,615 | 190.44% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 79,800 | 6,328 | 0.08% | — | 120 | +79,800 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 73,961 | 6,173 | 0.0% | 0.0% | 121 | +35,461 | 92.11% | Q4 2025 | Feb 03, 2026 |
| Matthew 25 Management Corp | History | New | 75,000 | 5,947 | 1.82% | — | 122 | +75,000 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 72,252 | 5,729 | 0.02% | 0.0% | 123 | +71,391 | 8291.64% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,680 | 5,446 | 0.0% | 0.0% | 124 | +31,486 | 84.65% | Q4 2025 | Feb 18, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 68,516 | 5,433 | 0.0% | 0.01% | 125 | -17,048 | -19.92% | Q4 2025 | Feb 10, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 67,964 | 5,389 | 0.33% | 0.21% | 126 | +42,694 | 168.95% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | New | 67,380 | 5,343 | 0.1% | — | 127 | +67,380 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | New | 62,622 | 4,965 | 0.01% | — | 128 | +62,622 | New | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 62,062 | 4,921 | 2.26% | 6.26% | 129 | -37,952 | -37.95% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 57,702 | 4,575 | 0.0% | 0.01% | 130 | -21,511 | -27.16% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Added to | 56,771 | 4,501 | 0.04% | 0.06% | 131 | +9,042 | 18.94% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | New | 56,558 | 4,485 | 0.18% | — | 132 | +56,558 | New | Q4 2025 | Feb 13, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 56,062 | 4,445 | 0.17% | — | 133 | +56,062 | New | Q4 2025 | Feb 17, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 55,350 | 4,421 | 0.25% | — | 134 | +55,350 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,861 | 4,350 | 0.06% | 0.06% | 135 | +32,966 | 150.56% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 54,759 | 4,342 | 0.0% | 0.0% | 136 | +12,712 | 30.23% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 53,827 | 4,268 | 0.0% | 0.0% | 137 | +49,110 | 1041.13% | Q4 2025 | Feb 17, 2026 |
| Knollwood Investment Advisory, LLC | History | New | 53,477 | 4,240 | 0.4% | — | 138 | +53,477 | New | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 52,584 | 4,169 | 0.0% | — | 139 | +52,584 | New | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 51,707 | 4,100 | 0.05% | 0.38% | 140 | -150,758 | -74.46% | Q4 2025 | Feb 13, 2026 |
| Hunting Hill Global Capital, LLC | History | Added to | 50,700 | 4,020 | 2.77% | 0.69% | 141 | +32,000 | 171.12% | Q4 2025 | Feb 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 50,200 | 3,980 | 1.9% | 0.01% | 142 | +50,000 | 25000.0% | Q4 2025 | Feb 03, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 3,965 | 0.18% | 0.22% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlpInvest Partners B.V. | History | New | 48,787 | 3,868 | 6.03% | — | 144 | +48,787 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | New | 48,500 | 3,846 | 0.05% | — | 145 | +48,500 | New | Q4 2025 | Feb 04, 2026 |
| Meridiem Capital Partners LP | History | Reduced | 45,909 | 3,640 | 0.22% | 1.02% | 146 | -74,945 | -62.01% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 45,369 | 3,597 | 0.0% | 0.0% | 147 | +283 | 0.63% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 45,035 | 3,571 | 0.0% | 0.0% | 148 | +39,035 | 650.58% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 43,799 | 3,473 | 0.12% | — | 149 | +43,799 | New | Q4 2025 | Feb 10, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | New | 40,279 | 3,194 | 1.42% | — | 150 | +40,279 | New | Q4 2025 | Jan 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 39,497 | 3,132 | 0.01% | — | 151 | +39,497 | New | Q4 2025 | Feb 17, 2026 |
| Rakuten Securities, Inc. | History | Added to | 38,042 | 3,016 | 0.98% | 0.92% | 152 | +19,255 | 102.49% | Q4 2025 | Jan 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 37,831 | 2,999 | 0.01% | 0.0% | 153 | +28,940 | 325.5% | Q4 2025 | Feb 12, 2026 |
| Utah Retirement Systems | History | Added to | 37,119 | 2,943 | 0.03% | 0.0% | 155 | +34,619 | 1384.76% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 37,119 | 2,943 | 0.0% | 0.0% | 154 | +28,210 | 316.65% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 37,078 | 2,940 | 0.13% | 0.09% | 156 | +21,281 | 134.72% | Q4 2025 | Feb 17, 2026 |
| Symmetry Investments LP | History | New | 37,000 | 2,934 | 0.25% | — | 157 | +37,000 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,780 | 2,866 | 0.0% | 0.0% | 158 | +30,558 | 948.42% | Q4 2025 | Jan 08, 2026 |
| Invesco Ltd. | History | Added to | 34,908 | 2,768 | 0.0% | 0.0% | 159 | +2,467 | 7.6% | Q4 2025 | Feb 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 33,606 | 2,664 | 0.03% | 0.01% | 160 | +30,979 | 1179.25% | Q4 2025 | Feb 10, 2026 |
| Raiffeisen Bank International AG | History | New | 30,000 | 2,396 | 0.03% | — | 161 | +30,000 | New | Q4 2025 | Feb 12, 2026 |
| Renaissance Capital LLC | History | Reduced | 30,047 | 2,382 | 1.72% | 3.8% | 162 | -21,161 | -41.32% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | No change | 30,000 | 2,379 | 0.0% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 29,047 | 2,303 | 0.0% | 0.0% | 164 | +9,812 | 51.01% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 28,945 | 2,295 | 0.06% | 0.07% | 165 | +7,590 | 35.54% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,778 | 2,282 | 0.01% | 0.01% | 166 | +9,548 | 49.65% | Q4 2025 | Feb 05, 2026 |
| August Group Capital Ltd | History | New | 27,587 | 2,187 | 2.43% | — | 167 | +27,587 | New | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 27,232 | 2,159 | 0.08% | — | 168 | +27,232 | New | Q4 2025 | Feb 23, 2026 |
| BOCHK Asset Management Ltd | History | Added to | 26,800 | 2,125 | 0.57% | 0.39% | 169 | +15,750 | 142.53% | Q4 2025 | Jan 22, 2026 |
| Weiss Asset Management LP | History | Reduced | 25,614 | 2,031 | 0.03% | 32.39% | 170 | -674,386 | -96.34% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,024 | 1,984 | 0.02% | 0.02% | 171 | +16,916 | 208.63% | Q4 2025 | Jan 29, 2026 |
| PDT Partners, LLC | History | New | 25,000 | 1,982 | 0.13% | — | 172 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,809 | 1,967 | 0.0% | 0.01% | 173 | -11,894 | -32.41% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,500 | 1,942 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 24,276 | 1,925 | 0.0% | 0.0% | 175 | +4,032 | 19.92% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | New | 23,334 | 1,850 | 0.0% | — | 176 | +23,334 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 22,665 | 1,797 | 0.0% | — | 177 | +22,665 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 22,427 | 1,778 | 0.01% | — | 178 | +22,427 | New | Q4 2025 | Feb 13, 2026 |
| Silvant Capital Management LLC | History | New | 22,346 | 1,772 | 0.06% | — | 179 | +22,346 | New | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | New | 22,174 | 1,758 | 0.01% | — | 180 | +22,174 | New | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Reduced | 21,139 | 1,676 | 0.08% | 0.43% | 181 | -45,218 | -68.14% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20,965 | 1,662 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,536 | 1,628 | 0.0% | 0.0% | 183 | -15,930 | -43.68% | Q4 2025 | Feb 13, 2026 |
| Alight Capital Management LP | History | New | 20,000 | 1,586 | 0.41% | — | 184 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | New | 20,000 | 1,586 | 0.16% | — | 185 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 19,777 | 1,568 | 0.01% | 0.01% | 186 | -1,441 | -6.79% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 18,713 | 1,494 | 0.0% | 0.01% | 187 | -5,813 | -23.7% | Q4 2025 | Jan 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 18,622 | 1,476 | 0.35% | — | 188 | +18,622 | New | Q4 2025 | Mar 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,500 | 1,387 | 0.0% | 0.0% | 189 | +7,598 | 76.73% | Q4 2025 | Feb 17, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Reduced | 16,888 | 1,339 | 0.47% | 0.86% | 190 | -31,771 | -65.29% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,895 | 1,339 | 0.01% | — | 191 | +16,895 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 16,744 | 1,327 | 0.0% | 0.0% | 192 | +10,708 | 177.4% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 15,600 | 1,237 | 0.0% | — | 193 | +15,600 | New | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | New | 15,318 | 1,214 | 0.07% | — | 194 | +15,318 | New | Q4 2025 | Jan 30, 2026 |
| Consolidated Investment Group LLC | History | New | 15,300 | 1,213 | 0.15% | — | 195 | +15,300 | New | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | Added to | 15,218 | 1,206 | 0.01% | 0.02% | 196 | +2,882 | 23.36% | Q4 2025 | Feb 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 14,903 | 1,181 | 0.02% | 0.03% | 197 | +2,401 | 19.2% | Q4 2025 | Feb 05, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 14,500 | 1,149 | 0.04% | 0.2% | 198 | -38,667 | -72.73% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,205 | 1,126 | 0.0% | 0.01% | 199 | -539 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Vienna Asset Management LLC | History | Reduced | 14,119 | 1,119 | 0.63% | 1.16% | 200 | -622 | -4.22% | Q4 2025 | Feb 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 13,498 | 1,070 | 0.15% | 0.14% | 201 | +6,083 | 82.04% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | New | 12,371 | 981 | 0.0% | — | 202 | +12,371 | New | Q4 2025 | Feb 17, 2026 |
| Machina Capital S.A.S. | History | New | 12,193 | 966 | 0.18% | — | 203 | +12,193 | New | Q4 2025 | Feb 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 12,013 | 952 | 0.05% | — | 204 | +12,013 | New | Q4 2025 | Feb 09, 2026 |
| Maytus Capital Management, LLC | History | New | 12,000 | 951 | 0.22% | — | 205 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 11,876 | 941 | 0.02% | 0.01% | 206 | +11,078 | 1388.22% | Q4 2025 | Feb 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 11,394 | 903 | 0.04% | — | 207 | +11,394 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | New | 11,240 | 891 | 0.0% | — | 208 | +11,240 | New | Q4 2025 | Feb 17, 2026 |
| FirstWave Capital Management LLC | History | New | 11,203 | 888 | 0.53% | — | 209 | +11,203 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 11,006 | 873 | 0.0% | — | 210 | +11,006 | New | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 10,944 | 867 | 0.02% | — | 211 | +10,944 | New | Q4 2025 | Feb 05, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 10,928 | 866 | 0.08% | — | 212 | +10,928 | New | Q4 2025 | Feb 13, 2026 |
| BBR PARTNERS, LLC | History | New | 10,747 | 852 | 0.05% | — | 213 | +10,747 | New | Q4 2025 | Feb 11, 2026 |
| JT Stratford LLC | History | New | 10,528 | 834 | 0.11% | — | 214 | +10,528 | New | Q4 2025 | Feb 12, 2026 |
| Ardmore Road Asset Management LP | History | Reduced | 10,000 | 793 | 0.06% | 0.17% | 215 | -10,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| ParaFi Capital LP | History | New | 10,000 | 793 | 0.22% | — | 216 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Rivermont Capital Management LP | History | New | 10,000 | 793 | 0.19% | — | 217 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| ION Fund Management Ltd | History | New | 10,000 | 793 | 0.09% | — | 218 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 58,843 | 789 | 0.0% | — | 219 | +58,843 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,869 | 782 | 0.0% | 0.0% | 220 | +4,528 | 84.78% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | New | 9,818 | 778 | 0.03% | — | 221 | +9,818 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,547 | 757 | 0.01% | 0.03% | 222 | -4,503 | -32.05% | Q4 2025 | Feb 09, 2026 |
| StepStone Group LP | History | New | 9,352 | 741 | 0.4% | — | 223 | +9,352 | New | Q4 2025 | Feb 17, 2026 |
| Jasper Ridge Partners, L.P. | History | New | 9,289 | 736 | 0.02% | — | 224 | +9,289 | New | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 9,100 | 722 | 0.89% | 0.01% | 225 | +4,400 | 93.62% | Q4 2025 | Feb 25, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,049 | 717 | 0.0% | — | 227 | +9,049 | New | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,047 | 717 | 0.0% | — | 226 | +9,047 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,012 | 715 | 0.0% | 0.0% | 228 | +8,628 | 2246.88% | Q4 2025 | Jan 27, 2026 |
| FIL Ltd | History | No change | 8,980 | 712 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 8,955 | 710 | 0.0% | — | 230 | +8,955 | New | Q4 2025 | Feb 17, 2026 |
| Krane Funds Advisors LLC | History | New | 8,939 | 708 | 0.02% | — | 231 | +8,939 | New | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 8,790 | 697 | 0.0% | — | 232 | +8,790 | New | Q4 2025 | Feb 13, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | New | 8,500 | 674 | 0.22% | — | 233 | +8,500 | New | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 8,460 | 670 | 0.0% | 0.0% | 234 | +2,749 | 48.14% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,268 | 655 | 0.01% | 0.01% | 235 | +875 | 11.84% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,112 | 643 | 0.0% | — | 236 | +8,112 | New | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 8,045 | 637 | 0.0% | — | 237 | +8,045 | New | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Added to | 8,000 | 634 | 0.07% | 0.05% | 238 | +5,000 | 166.67% | Q4 2025 | Feb 17, 2026 |
| Eddie Patel Inc | History | New | 7,921 | 628 | 0.47% | — | 239 | +7,921 | New | Q4 2025 | Feb 17, 2026 |
| Cordoba Advisory Partners LLC | History | New | 7,628 | 604 | 0.15% | — | 240 | +7,628 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 7,521 | 596 | 0.03% | 0.04% | 241 | +1,656 | 28.24% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,469 | 592 | 0.01% | 0.02% | 242 | -113 | -1.49% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,443 | 590 | 0.0% | 0.0% | 243 | +4,560 | 158.17% | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | New | 7,125 | 565 | 0.0% | — | 244 | +7,125 | New | Q4 2025 | Jan 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 7,087 | 561 | 0.03% | — | 245 | +7,087 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 7,036 | 557 | 0.0% | 0.01% | 246 | -950 | -11.9% | Q4 2025 | Feb 13, 2026 |
| Timelo Investment Management Inc. | History | New | 7,000 | 555 | 0.2% | — | 247 | +7,000 | New | Q4 2025 | Feb 13, 2026 |
| Applied Capital LLC/FL | History | Added to | 6,917 | 548 | 0.32% | 0.15% | 248 | +5,057 | 271.88% | Q4 2025 | Jan 16, 2026 |
| Entropy Technologies, LP | History | New | 6,876 | 545 | 0.03% | — | 249 | +6,876 | New | Q4 2025 | Feb 13, 2026 |
| Tannin Capital LLC | History | New | 6,844 | 542 | 0.48% | — | 250 | +6,844 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,761 | 536 | 0.01% | 0.05% | 251 | -7,572 | -52.83% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | New | 6,685 | 530 | 0.0% | — | 252 | +6,685 | New | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 6,582 | 521 | 0.0% | 0.04% | 253 | -31,558 | -82.74% | Q4 2025 | Feb 10, 2026 |
| Phoenix Financial Ltd. | History | New | 6,555 | 519 | 0.01% | — | 254 | +6,555 | New | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,496 | 515 | 0.0% | 0.0% | 255 | +2,014 | 44.94% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,412 | 509 | 0.0% | 0.01% | 256 | -588 | -8.4% | Q4 2025 | Jan 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,394 | 507 | 0.04% | 0.03% | 257 | +3,689 | 136.38% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,313 | 500 | 0.0% | 0.0% | 258 | +1,738 | 37.99% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,291 | 498 | 0.0% | 0.0% | 259 | +1,432 | 29.47% | Q4 2025 | Feb 13, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 6,264 | 497 | 0.02% | 0.03% | 260 | +64 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 6,216 | 492 | 0.03% | — | 261 | +6,216 | New | Q4 2025 | Feb 11, 2026 |
| Oak Thistle LLC | History | Reduced | 5,820 | 461 | 0.06% | 0.23% | 262 | -5,755 | -49.72% | Q4 2025 | Jan 21, 2026 |
| Aljian Capital Management, LLC | History | Reduced | 5,806 | 460 | 0.09% | 0.23% | 264 | -2,809 | -32.61% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,802 | 460 | 0.0% | 0.0% | 263 | +1,898 | 48.62% | Q4 2025 | Jan 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,790 | 459 | 0.0% | 0.0% | 265 | +1,472 | 34.09% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,686 | 450 | 0.03% | — | 266 | +5,686 | New | Q4 2025 | Feb 03, 2026 |
| Cane Capital Partners, LLC | History | New | 16,268 | 441 | 0.17% | — | 267 | +16,268 | New | Q4 2025 | Jan 21, 2026 |
| Sepio Capital, LP | History | Added to | 5,477 | 434 | 0.02% | 0.03% | 268 | +1,037 | 23.36% | Q4 2025 | Feb 12, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 16,160 | 432 | 0.11% | 0.34% | 269 | -12,528 | -43.67% | Q4 2025 | Jan 23, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 5,412 | 429 | 0.03% | 0.06% | 270 | -1,588 | -22.69% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,391 | 427 | 0.0% | 0.0% | 271 | +278 | 5.44% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,214 | 413 | 0.01% | — | 272 | +5,214 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,174 | 410 | 0.0% | 0.0% | 273 | -1,193 | -18.74% | Q4 2025 | Feb 18, 2026 |
| a16z Perennial Management, L.P. | History | New | 5,027 | 398 | 0.03% | — | 274 | +5,027 | New | Q4 2025 | Feb 10, 2026 |
| Step Capital Management Pte. Ltd. | History | New | 5,000 | 396 | 0.18% | — | 276 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| Sandia Investment Management LP | History | Added to | 5,000 | 396 | 0.99% | 0.59% | 275 | +3,500 | 233.33% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | New | 4,986 | 395 | 0.15% | — | 277 | +4,986 | New | Q4 2025 | Jan 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 4,772 | 378 | 0.0% | — | 278 | +4,772 | New | Q4 2025 | Feb 17, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 4,742 | 376 | 0.05% | — | 279 | +4,742 | New | Q4 2025 | Feb 20, 2026 |
| Quattro Advisors LLC | History | New | 4,651 | 368 | 0.29% | — | 281 | +4,651 | New | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | New | 4,644 | 368 | 0.01% | — | 280 | +4,644 | New | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | New | 4,498 | 356 | 0.09% | — | 282 | +4,498 | New | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,315 | 342 | 0.01% | — | 283 | +4,315 | New | Q4 2025 | Feb 03, 2026 |
| HAMILTON LANE ADVISORS LLC | History | New | 4,250 | 337 | 0.19% | — | 284 | +4,250 | New | Q4 2025 | Jan 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 4,189 | 332 | 0.0% | 0.0% | 285 | +1,018 | 32.1% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,188 | 332 | 0.0% | 0.0% | 286 | -16 | -0.38% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 4,161 | 329 | 0.01% | 0.01% | 287 | +936 | 29.02% | Q4 2025 | Feb 06, 2026 |
| Voleon Capital Management LP | History | New | 4,126 | 327 | 0.01% | — | 288 | +4,126 | New | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 4,090 | 324 | 0.01% | — | 289 | +4,090 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 4,024 | 319 | 0.0% | 0.0% | 290 | +2,314 | 135.32% | Q4 2025 | Feb 09, 2026 |
| Massar Capital Management, LP | History | New | 4,000 | 317 | 0.03% | — | 291 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | New | 3,833 | 303 | 0.01% | — | 292 | +3,833 | New | Q4 2025 | Jan 09, 2026 |
| SummitTX Capital, L.P. | History | New | 3,802 | 301 | 0.01% | — | 293 | +3,802 | New | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | New | 3,740 | 298 | 0.0% | — | 294 | +3,740 | New | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,600 | 285 | 0.0% | 0.0% | 296 | -5,971 | -62.39% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,596 | 285 | 0.0% | — | 295 | +3,596 | New | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,513 | 278 | 0.01% | 0.06% | 297 | -7,308 | -67.54% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 3,500 | 277 | 0.01% | 0.03% | 298 | -2,674 | -43.31% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,455 | 273 | 0.04% | 0.04% | 299 | +1,571 | 83.39% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | New | 3,428 | 271 | 0.0% | — | 300 | +3,428 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,387 | 268 | 0.01% | 0.0% | 301 | +3,220 | 1928.14% | Q4 2025 | Jan 20, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,320 | 263 | 0.01% | 0.01% | 302 | +1,765 | 113.5% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 3,300 | 261 | 0.01% | — | 303 | +3,300 | New | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 3,271 | 259 | 0.0% | 0.0% | 304 | +298 | 10.02% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 3,262 | 258 | 0.01% | — | 305 | +3,262 | New | Q4 2025 | Jan 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 3,139 | 248 | 0.02% | — | 306 | +3,139 | New | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,121 | 247 | 0.0% | 0.0% | 307 | -14,784 | -82.57% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 3,060 | 242 | 0.0% | — | 308 | +3,060 | New | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,055 | 242 | 0.02% | — | 309 | +3,055 | New | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | New | 3,013 | 238 | 0.02% | — | 311 | +3,013 | New | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | New | 3,000 | 238 | 0.0% | — | 310 | +3,000 | New | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 3,001 | 237 | 0.01% | — | 312 | +3,001 | New | Q4 2025 | Jan 23, 2026 |
| DBA TRADING, LLC | History | New | 3,000 | 237 | 0.15% | — | 314 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| Connective Portfolio Management, LLC | History | No change | 3,000 | 237 | 0.43% | 0.71% | 313 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kentucky Retirement Systems | History | No change | 2,963 | 234 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ionic Capital Management LLC | History | New | 2,928 | 232 | 0.03% | — | 317 | +2,928 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,937 | 232 | 0.0% | 0.0% | 316 | -71 | -2.36% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | New | 2,914 | 231 | 0.06% | — | 318 | +2,914 | New | Q4 2025 | Jan 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,884 | 228 | 0.01% | 0.02% | 319 | -80,271 | -96.53% | Q4 2025 | Feb 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 2,883 | 228 | 0.03% | — | 320 | +2,883 | New | Q4 2025 | Jan 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 2,840 | 225 | 0.1% | 0.11% | 321 | +965 | 51.47% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 2,835 | 224 | 0.0% | — | 322 | +2,835 | New | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 2,831 | 224 | 0.01% | — | 323 | +2,831 | New | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,785 | 220 | 0.0% | 0.0% | 324 | +2,740 | 6088.89% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 2,748 | 217 | 0.0% | — | 325 | +2,748 | New | Q4 2025 | Feb 13, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | New | 2,741 | 217 | 0.08% | — | 326 | +2,741 | New | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | New | 2,671 | 211 | 0.01% | — | 327 | +2,671 | New | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 2,615 | 207 | 0.0% | — | 328 | +2,615 | New | Q4 2025 | Feb 17, 2026 |
| DARA CAPITAL US, INC. | History | New | 2,606 | 206 | 0.18% | — | 330 | +2,606 | New | Q4 2025 | Jan 23, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 2,600 | 206 | 0.0% | 0.0% | 329 | -100 | -3.7% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,565 | 203 | 0.0% | 0.0% | 331 | -2,275 | -47.0% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,538 | 201 | 0.01% | — | 333 | +2,538 | New | Q4 2025 | Jan 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,536 | 201 | 0.0% | 0.0% | 332 | -54 | -2.08% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 2,519 | 199 | 0.03% | 0.03% | 334 | +795 | 46.11% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 2,409 | 191 | 0.0% | 0.0% | 336 | -7,254 | -75.07% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,411 | 191 | 0.0% | 0.0% | 335 | -65 | -2.63% | Q4 2025 | Feb 13, 2026 |
| Kultura Capital Management LP | History | New | 2,300 | 182 | 0.11% | — | 337 | +2,300 | New | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 2,282 | 180 | 0.01% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stephens Consulting, LLC | History | No change | 2,000 | 158 | 0.05% | 0.09% | 339 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,789 | 141 | 0.05% | — | 340 | +1,789 | New | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,733 | 137 | 0.01% | — | 341 | +1,733 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,668 | 132 | 0.0% | 0.0% | 342 | +1,000 | 149.7% | Q4 2025 | Jan 23, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 1,375 | 109 | 0.03% | 0.04% | 343 | +125 | 10.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,175 | 93 | 0.0% | 0.0% | 344 | +1,121 | 2075.93% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,166 | 92 | 0.0% | 0.0% | 345 | +2 | 0.17% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,125 | 89 | 0.0% | 0.0% | 347 | -8 | -0.71% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 1,131 | 89 | 0.0% | 0.0% | 346 | +2 | 0.18% | Q4 2025 | Feb 02, 2026 |
| High Point Wealth Management, LLC | History | New | 1,040 | 82 | 0.08% | — | 348 | +1,040 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,004 | 79 | 0.0% | 0.01% | 350 | -1,187 | -54.18% | Q4 2025 | Feb 06, 2026 |
| LUMINUS MANAGEMENT LLC | History | New | 1,000 | 79 | 0.07% | — | 349 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 636 | 78 | 0.0% | — | 351 | +636 | New | Q4 2025 | Feb 11, 2026 |
| Franchise GP Ltd | History | New | 870 | 68 | 0.08% | — | 352 | +870 | New | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 837 | 66 | 0.0% | 0.0% | 353 | -707 | -45.79% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 832 | 65 | 0.0% | 0.0% | 355 | +472 | 131.11% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | Added to | 829 | 65 | 0.0% | 0.0% | 354 | +289 | 53.52% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | New | 785 | 62 | 0.0% | — | 356 | +785 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 727 | 57 | 0.0% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Itau Unibanco Holding S.A. | History | New | 679 | 53 | 0.0% | — | 358 | +679 | New | Q4 2025 | Feb 13, 2026 |
| SkyBridge Capital II, LLC | History | New | 664 | 52 | 0.31% | — | 361 | +664 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 665 | 52 | 0.0% | 0.0% | 360 | +500 | 303.03% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 668 | 52 | 0.0% | 0.0% | 359 | +391 | 141.16% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 660 | 52 | 0.01% | 0.02% | 362 | +100 | 17.86% | Q4 2025 | Feb 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 648 | 51 | 0.0% | 0.0% | 363 | -6,411 | -90.82% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 572 | 45 | 0.0% | 0.0% | 364 | +422 | 281.33% | Q4 2025 | Feb 06, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 560 | 44 | 0.04% | 0.13% | 365 | -550 | -49.55% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Added to | 567 | 44 | 0.0% | 0.0% | 366 | +507 | 845.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 483 | 38 | 0.01% | — | 367 | +483 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 1,051 | 35 | 0.0% | — | 368 | +1,051 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 404 | 32 | 0.0% | 0.0% | 369 | +383 | 1823.81% | Q4 2025 | Feb 05, 2026 |
| Penserra Capital Management LLC | History | New | 377 | 29 | 0.0% | — | 371 | +377 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 378 | 29 | 0.0% | 0.0% | 370 | +238 | 170.0% | Q4 2025 | Feb 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 362 | 28 | 0.01% | — | 372 | +362 | New | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Reduced | 340 | 26 | 0.0% | 0.03% | 373 | -723 | -68.02% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 320 | 25 | 0.0% | — | 374 | +320 | New | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 310 | 24 | 0.0% | 0.0% | 375 | -74 | -19.27% | Q4 2025 | Feb 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 300 | 23 | 0.01% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 280 | 22 | 0.01% | 0.05% | 377 | -1,010 | -78.29% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 261 | 20 | 0.0% | 0.0% | 378 | +66 | 33.85% | Q4 2025 | Feb 06, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 263 | 20 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 250 | 19 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 240 | 19 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 236 | 18 | 0.0% | — | 384 | +236 | New | Q4 2025 | Feb 10, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 229 | 18 | 0.0% | — | 383 | +229 | New | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 235 | 18 | 0.0% | 0.0% | 382 | +41 | 21.13% | Q4 2025 | Jan 30, 2026 |
| EMC Capital Management | History | Added to | 200 | 17 | 0.01% | 0.0% | 386 | +149 | 292.16% | Q4 2025 | Mar 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 218 | 17 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 200 | 15 | 0.01% | 0.03% | 390 | -425 | -68.0% | Q4 2025 | Feb 04, 2026 |
| North Star Investment Management Corp. | History | Reduced | 200 | 15 | 0.0% | 0.0% | 387 | -280 | -58.33% | Q4 2025 | Jan 30, 2026 |
| City State Bank | History | New | 200 | 15 | 0.0% | — | 388 | +200 | New | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | New | 200 | 15 | 0.01% | — | 389 | +200 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 200 | 15 | 0.01% | — | 391 | +200 | New | Q4 2025 | Jan 29, 2026 |
| Greenline Wealth Management LLC | History | New | 182 | 14 | 0.01% | — | 393 | +182 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 178 | 14 | 0.0% | 0.0% | 392 | +4 | 2.3% | Q4 2025 | Feb 09, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 232 | 13 | 0.01% | 0.03% | 394 | -62 | -21.09% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | New | 153 | 12 | 0.0% | — | 395 | +153 | New | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | New | 179 | 11 | 0.0% | — | 396 | +179 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 153 | 11 | 0.0% | — | 397 | +153 | New | Q4 2025 | Feb 02, 2026 |
| Park Place Capital Corp | History | New | 137 | 10 | 0.0% | — | 399 | +137 | New | Q4 2025 | Jan 09, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 133 | 10 | 0.0% | — | 398 | +133 | New | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 125 | 9 | 0.0% | 0.01% | 401 | -355 | -73.96% | Q4 2025 | Jan 22, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 124 | 9 | 0.0% | — | 400 | +124 | New | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 114 | 9 | 0.0% | — | 403 | +114 | New | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | No change | 120 | 9 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Meramec Financial Planners, LLC | History | New | 153 | 8 | 0.0% | — | 405 | +153 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 105 | 8 | 0.0% | 0.0% | 404 | +70 | 200.0% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | New | 100 | 7 | 0.0% | — | 407 | +100 | New | Q4 2025 | Jan 16, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 100 | 7 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Advocates LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 87 | 6 | 0.0% | — | 409 | +87 | New | Q4 2025 | Jan 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 81 | 6 | 0.0% | — | 410 | +81 | New | Q4 2025 | Jan 21, 2026 |
| Hilltop National Bank | History | New | 75 | 5 | 0.0% | — | 415 | +75 | New | Q4 2025 | Jan 07, 2026 |
| Aspect Partners, LLC | History | New | 73 | 5 | 0.0% | — | 413 | +73 | New | Q4 2025 | Jan 23, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | New | 71 | 5 | 0.0% | — | 417 | +71 | New | Q4 2025 | Feb 13, 2026 |
| Banque Transatlantique SA | History | New | 70 | 5 | 0.0% | — | 416 | +70 | New | Q4 2025 | Feb 26, 2026 |
| GAMMA Investing LLC | History | Added to | 74 | 5 | 0.0% | 0.0% | 414 | +66 | 825.0% | Q4 2025 | Jan 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 75 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 61 | 4 | 0.0% | 0.0% | 418 | +14 | 29.79% | Q4 2025 | Feb 10, 2026 |
| Wilkerson Advisory Group LLC | History | New | 50 | 3 | 0.0% | — | 424 | +50 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 40 | 3 | 0.0% | — | 420 | +40 | New | Q4 2025 | Mar 04, 2026 |
| Strive Financial Group ,LLC | History | New | 39 | 3 | 0.0% | — | 425 | +39 | New | Q4 2025 | Feb 18, 2026 |
| TFC Financial Management, Inc. | History | Added to | 40 | 3 | 0.0% | 0.0% | 421 | +18 | 81.82% | Q4 2025 | Jan 23, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 45 | 3 | 0.0% | 0.0% | 423 | +12 | 36.36% | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | Added to | 41 | 3 | 0.0% | 0.0% | 419 | +5 | 13.89% | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Jessup Wealth Management, Inc | History | New | 33 | 2 | 0.0% | — | 428 | +33 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 30 | 2 | 0.0% | — | 426 | +30 | New | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 30 | 2 | 0.0% | — | 431 | +30 | New | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | New | 26 | 2 | 0.0% | — | 427 | +26 | New | Q4 2025 | Jan 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 37 | 2 | 0.0% | 0.0% | 429 | -8 | -17.78% | Q4 2025 | Jan 27, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 20 | 1 | 0.0% | — | 437 | +20 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 1 | 0.0% | — | 436 | +14 | New | Q4 2025 | Feb 09, 2026 |
| Marquette Asset Management, LLC | History | New | 13 | 1 | 0.0% | — | 432 | +13 | New | Q4 2025 | Jan 16, 2026 |
| Clearstead Trust, LLC | History | New | 13 | 1 | 0.0% | — | 433 | +13 | New | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 13 | 1 | 0.0% | 0.0% | 434 | +5 | 62.5% | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 17 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| General Catalyst Group Management, LLC | History | Closed out | 0 | 0 | — | 82.89% | — | -19,001,041 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlas Merchant Capital LLC | History | Closed out | 0 | 0 | — | 98.95% | — | -1,687,376 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pantera Capital Partners LP | History | Closed out | 0 | 0 | — | 11.14% | — | -418,250 | -100.0% | Q3 2025 | Feb 27, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -318,817 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rheos Capital Works Inc. | History | Closed out | 0 | 0 | — | 2.24% | — | -302,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.59% | — | -275,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bain Capital Public Equity Management II, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -195,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -125,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -86,132 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Board of Trustees of The Leland Stanford Junior University | History | Closed out | 0 | 0 | — | 1.16% | — | -74,284 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -50,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.31% | — | -50,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -40,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,034 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Galaxy Group Investments LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -35,000 | -100.0% | Q3 2025 | Mar 23, 2026 |
| Bain Capital Public Equity, LP | History | Closed out | 0 | 0 | — | 2.49% | — | -29,616 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DNCA FINANCE | History | Closed out | 0 | 0 | — | 0.24% | — | -26,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D L CARLSON INVESTMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.51% | — | -23,061 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -20,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -19,099 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -18,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,007 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arrow Capital Pty Ltd | History | Closed out | 0 | 0 | — | 1.72% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,459 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.23% | — | -12,375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DekaBank Deutsche Girozentrale | History | New | 11,700 | 0 | — | — | — | +11,700 | New | Q4 2025 | Jan 28, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,504 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.09% | — | -11,056 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.01% | — | -11,055 | -100.0% | Q3 2025 | Nov 12, 2025 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Castle Rock Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -9,471 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -5,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -5,240 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Xcel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,810 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ninepoint Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -4,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -3,972 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CTC Alternative Strategies, Ltd. | History | Closed out | 0 | 0 | — | 0.79% | — | -3,700 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Gainplan LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -3,597 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,435 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Left Brain Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,183 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,646 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,567 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,489 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,440 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,423 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -2,353 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Highview Capital Management LLC/DE/ | History | Closed out | 0 | 0 | — | 0.11% | — | -2,324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,114 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,108 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,656 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,627 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,593 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,476 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DeepCurrents Investment Group LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -559 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -419 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Activest Wealth Management | History | Reduced | 10 | 0 | — | 0.01% | — | -334 | -97.09% | Q4 2025 | Jan 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 4 | 0 | — | 0.0% | — | -246 | -98.4% | Q4 2025 | Feb 02, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -178 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CNB Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bogart Wealth, LLC | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Feb 23, 2026 |
| LRI Investments, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 04, 2026 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 8 | 0 | — | 0.0% | — | -4 | -33.33% | Q4 2025 | Feb 24, 2026 |
| Covestor Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 15, 2026 |
| DV Trading LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 18, 2026 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| MSRH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Apr 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NVWM, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gordian Capital Singapore Pte Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |