CORVEL CORP - CRVL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,989,649 | 337,649 | 0.91% | 1.03% | 1 | -462,516 | -8.48% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,794,715 | 324,458 | 0.01% | 0.01% | 2 | +116,478 | 2.49% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,241,112 | 219,326 | 0.0% | 0.0% | 3 | -46,676 | -1.42% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,686,330 | 114,113 | 0.18% | 0.18% | 4 | -88,400 | -4.98% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,220,929 | 82,622 | 0.02% | 0.02% | 5 | -30,788 | -2.46% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,179,572 | 79,821 | 0.0% | 0.0% | 6 | +30,987 | 2.7% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 927,845 | 62,795 | 0.0% | 0.0% | 7 | +28,666 | 3.19% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 547,477 | 37,047 | 0.0% | 0.0% | 8 | +60,809 | 12.49% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 494,152 | 33,439 | 0.25% | 0.3% | 9 | -34,930 | -6.6% | Q4 2025 | Jan 28, 2026 |
| NORGES BANK | History | New | 432,251 | 29,250 | 0.0% | — | 10 | +432,251 | New | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 395,034 | 26,731 | 0.0% | 0.01% | 11 | -11,487 | -2.83% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 376,507 | 25,478 | 0.0% | 0.0% | 12 | -20,718 | -5.22% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 308,046 | 20,845 | 0.04% | 0.07% | 13 | -150,280 | -32.79% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 274,388 | 18,567 | 0.0% | 0.0% | 14 | -7,524 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 245,186 | 16,591 | 0.02% | 0.02% | 15 | +8,473 | 3.58% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 224,001 | 15,159 | 0.0% | 0.0% | 16 | -80,607 | -26.46% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 218,235 | 14,767 | 0.0% | 0.01% | 17 | -2,835 | -1.28% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 195,000 | 13,195 | 0.0% | 0.0% | 18 | +27,273 | 16.26% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 183,578 | 12,422 | 0.0% | 0.0% | 19 | +2,532 | 1.4% | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 172,492 | 11,672 | 0.02% | 0.02% | 20 | -440 | -0.25% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 165,662 | 11,210 | 0.01% | 0.01% | 21 | +3,551 | 2.19% | Q4 2025 | Feb 02, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 162,332 | 10,985 | 0.17% | 0.28% | 22 | -55,227 | -25.38% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 119,974 | 8,118 | 0.0% | 0.0% | 23 | +28,177 | 30.69% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 118,039 | 7,987 | 0.0% | 0.0% | 24 | +20,625 | 21.17% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 114,898 | 7,775 | 0.0% | 0.0% | 25 | -6,117 | -5.05% | Q4 2025 | Feb 19, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 112,960 | 7,644 | 0.03% | 0.03% | 26 | +779 | 0.69% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 108,238 | 7,324 | 0.02% | 0.03% | 27 | -13,860 | -11.35% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 104,393 | 7,064 | 0.03% | 0.04% | 28 | -20,500 | -16.41% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 89,186 | 6,035 | 0.0% | 0.01% | 29 | +498 | 0.56% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 89,151 | 6,032 | 0.0% | 0.0% | 30 | -30,106 | -25.24% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 86,852 | 5,877 | 0.0% | 0.0% | 31 | +13,844 | 18.96% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 79,646 | 5,390 | 0.01% | 0.0% | 32 | +79,329 | 25024.92% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | Reduced | 79,107 | 5,353 | 0.0% | 0.0% | 33 | -4,979 | -5.92% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 78,293 | 5,298 | 0.01% | 0.01% | 34 | +36,050 | 85.34% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 77,939 | 5,274 | 0.02% | 0.01% | 35 | +55,146 | 241.94% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 77,659 | 5,255 | 0.0% | 0.0% | 36 | -22,486 | -22.45% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 76,015 | 5,134 | 0.0% | 0.0% | 37 | -4,953 | -6.12% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 73,247 | 4,956 | 0.0% | 0.0% | 38 | -1,801 | -2.4% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 69,148 | 4,679 | 0.01% | 0.01% | 39 | -3,597 | -4.94% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 67,933 | 4,597 | 0.01% | 41.01% | 40 | -46,183 | -40.47% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,577 | 4,505 | 0.0% | 0.01% | 41 | +2,082 | 3.23% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 64,134 | 4,339 | 0.0% | 0.0% | 42 | +16,649 | 35.06% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 61,138 | 4,137 | 0.04% | 0.04% | 43 | +8,748 | 16.7% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 60,800 | 4,114 | 0.0% | 0.0% | 44 | +900 | 1.5% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 60,442 | 4,090 | 0.0% | 0.0% | 45 | +9,430 | 18.49% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 59,279 | 4,011 | 0.03% | 0.03% | 46 | -2,484 | -4.02% | Q4 2025 | Jan 27, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 59,009 | 3,993 | 0.57% | 0.65% | 47 | +445 | 0.76% | Q4 2025 | Jan 14, 2026 |
| Granahan Investment Management, LLC | History | Added to | 58,679 | 3,970 | 0.17% | 0.11% | 48 | +23,528 | 66.93% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 57,869 | 3,915 | 0.0% | 0.0% | 49 | +30,457 | 111.11% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 56,952 | 3,853 | 0.01% | 0.02% | 50 | -2,886 | -4.82% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Added to | 55,280 | 3,740 | 0.08% | 0.04% | 51 | +32,696 | 144.78% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 54,263 | 3,671 | 0.0% | 0.0% | 52 | -27,667 | -33.77% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 54,142 | 3,663 | 0.0% | 0.01% | 53 | -17,150 | -24.06% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 52,203 | 3,532 | 0.0% | 0.0% | 54 | +1,085 | 2.12% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 51,784 | 3,504 | 0.0% | 0.0% | 55 | -2,239 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 51,497 | 3,484 | 0.04% | 0.02% | 56 | +26,628 | 107.07% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 50,923 | 3,445 | 0.0% | 0.01% | 57 | -31,426 | -38.16% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 49,948 | 3,379 | 0.0% | — | 58 | +49,948 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 46,519 | 3,147 | 0.0% | 0.0% | 59 | -4,869 | -9.47% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 46,340 | 3,135 | 0.0% | 0.0% | 60 | +4,648 | 11.15% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 45,496 | 3,078 | 0.01% | — | 61 | +45,496 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 44,177 | 2,989 | 0.0% | — | 62 | +44,177 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Reduced | 43,153 | 2,920 | 0.06% | 0.12% | 63 | -5,919 | -12.06% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 42,401 | 2,869 | 0.01% | 0.01% | 64 | +6,833 | 19.21% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 42,299 | 2,862 | 0.0% | 0.0% | 65 | -25,721 | -37.81% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 35,751 | 2,419 | 0.0% | 0.0% | 66 | +1,573 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 34,673 | 2,346 | 0.05% | 0.05% | 67 | +8,290 | 31.42% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 32,435 | 2,194 | 0.0% | 0.0% | 68 | -4,958 | -13.26% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 31,814 | 2,152 | 0.0% | 0.0% | 69 | +6,646 | 26.41% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 31,390 | 2,124 | 0.01% | 0.02% | 70 | -34,026 | -52.01% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,095 | 2,036 | 0.0% | 0.0% | 71 | -4,924 | -14.06% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 29,366 | 1,987 | 0.0% | 0.0% | 72 | -27 | -0.09% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 27,788 | 1,880 | 0.0% | 0.0% | 73 | +768 | 2.84% | Q4 2025 | Feb 13, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Reduced | 27,629 | 1,869 | 0.02% | 0.04% | 74 | -2,587 | -8.56% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 27,294 | 1,846 | 0.12% | 0.2% | 75 | +6,209 | 29.45% | Q4 2025 | Feb 17, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 26,601 | 1,800 | 0.05% | — | 76 | +26,601 | New | Q4 2025 | Jan 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 26,529 | 1,795 | 0.01% | 0.01% | 77 | -4,489 | -14.47% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 26,453 | 1,788 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 26,388 | 1,785 | 0.02% | 0.03% | 79 | -1,485 | -5.33% | Q4 2025 | Feb 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,378 | 1,784 | 0.02% | 0.04% | 80 | -1,512 | -5.42% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,272 | 1,778 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Added to | 24,581 | 1,663 | 0.01% | 0.01% | 82 | +384 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 24,507 | 1,658 | 0.0% | 0.0% | 83 | +12,013 | 96.15% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 24,357 | 1,648 | 0.0% | 0.01% | 84 | -4,639 | -16.0% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,812 | 1,611 | 0.0% | 0.0% | 85 | +5,204 | 27.97% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 23,739 | 1,606 | 0.01% | 0.0% | 86 | +10,748 | 82.73% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 23,647 | 1,600 | 0.05% | 0.07% | 87 | -7,368 | -23.76% | Q4 2025 | Feb 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 22,948 | 1,552 | 0.11% | 0.15% | 88 | -2,450 | -9.65% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 22,915 | 1,550 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 20,522 | 1,388 | 0.06% | 0.06% | 90 | +900 | 4.59% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 20,419 | 1,381 | 0.01% | 0.01% | 91 | -3,377 | -14.19% | Q4 2025 | Jan 29, 2026 |
| Jump Financial, LLC | History | Added to | 20,129 | 1,362 | 0.02% | 0.02% | 92 | +59 | 0.29% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,198 | 1,299 | 0.01% | 0.01% | 93 | +314 | 1.66% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,036 | 1,288 | 0.0% | 0.0% | 94 | +11,241 | 144.21% | Q4 2025 | Feb 17, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 18,545 | 1,254 | 0.02% | — | 95 | +18,545 | New | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 18,142 | 1,227 | 0.02% | 0.02% | 96 | -1,473 | -7.51% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,828 | 1,206 | 0.02% | 0.02% | 97 | -778 | -4.18% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Added to | 17,786 | 1,203 | 0.0% | 0.0% | 98 | +630 | 3.67% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 16,747 | 1,133 | 0.01% | 0.01% | 99 | -620 | -3.57% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 15,782 | 1,098 | 0.0% | 0.0% | 100 | +873 | 5.86% | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,528 | 1,050 | 0.01% | 0.01% | 101 | -1,751 | -10.13% | Q4 2025 | Feb 10, 2026 |
| WINTON GROUP Ltd | History | Added to | 14,908 | 1,008 | 0.03% | 0.04% | 102 | +2,614 | 21.26% | Q4 2025 | Feb 11, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 14,882 | 1,007 | 0.13% | 0.14% | 103 | +307 | 2.11% | Q4 2025 | Feb 18, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 14,581 | 986 | 0.02% | — | 104 | +14,581 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,553 | 984 | 0.0% | — | 105 | +14,553 | New | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 14,492 | 980 | 0.02% | 0.02% | 106 | -24 | -0.17% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 14,383 | 973 | 0.0% | 0.0% | 107 | +11,180 | 349.05% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,300 | 967 | 0.02% | 0.02% | 108 | -100 | -0.69% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,697 | 962 | 0.0% | 0.0% | 109 | +210 | 1.56% | Q4 2025 | Jan 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,052 | 950 | 0.0% | 0.0% | 110 | -18,019 | -56.18% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 14,040 | 950 | 0.0% | 0.0% | 111 | -5,600 | -28.51% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 13,953 | 944 | 0.0% | 0.0% | 112 | +3,327 | 31.31% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 13,751 | 930 | 0.04% | 0.06% | 113 | +3,514 | 34.33% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,503 | 913 | 0.0% | 0.0% | 114 | -27 | -0.2% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 13,158 | 890 | 0.01% | — | 115 | +13,158 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,699 | 858 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,609 | 854 | 0.0% | 0.0% | 117 | +3,648 | 40.71% | Q4 2025 | Mar 09, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 12,549 | 849 | 0.0% | — | 118 | +12,549 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 12,100 | 819 | 0.0% | 0.0% | 119 | +3,300 | 37.5% | Q4 2025 | Feb 06, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 12,000 | 812 | 0.13% | 0.16% | 120 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 11,814 | 799 | 0.01% | 0.01% | 121 | -1,780 | -13.09% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 11,584 | 783 | 0.02% | — | 122 | +11,584 | New | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,375 | 770 | 0.0% | 0.0% | 123 | -7,142 | -38.57% | Q4 2025 | Jan 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,031 | 746 | 0.0% | 0.0% | 124 | -1,481 | -11.84% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,490 | 709 | 0.01% | 0.01% | 125 | -14 | -0.13% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,279 | 695 | 0.0% | 0.0% | 126 | -435 | -4.06% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 10,059 | 680 | 0.02% | 0.03% | 127 | -5,166 | -33.93% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Added to | 9,994 | 676 | 0.02% | 0.01% | 128 | +3,951 | 65.38% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,952 | 673 | 0.01% | 0.01% | 129 | +2,562 | 34.67% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Reduced | 9,673 | 654 | 0.0% | 0.01% | 130 | -31,571 | -76.55% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,278 | 642 | 0.01% | 0.01% | 131 | -1,128 | -10.84% | Q4 2025 | Jan 21, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 9,342 | 632 | 0.11% | 0.15% | 132 | +2,438 | 35.31% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,322 | 630 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 9,026 | 611 | 0.0% | 0.0% | 134 | +108 | 1.21% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | New | 8,958 | 606 | 0.01% | — | 135 | +8,958 | New | Q4 2025 | Feb 02, 2026 |
| Arizona State Retirement System | History | Reduced | 8,623 | 583 | 0.0% | 0.0% | 136 | -490 | -5.38% | Q4 2025 | Jan 28, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 8,509 | 575 | 0.01% | 0.01% | 137 | -468 | -5.21% | Q4 2025 | Feb 09, 2026 |
| Curated Wealth Partners LLC | History | Added to | 8,417 | 569 | 0.06% | 0.06% | 138 | +2,027 | 31.72% | Q4 2025 | Jan 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,063 | 545 | 0.0% | 0.01% | 139 | +5 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,983 | 540 | 0.0% | 0.01% | 140 | -464 | -5.49% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 7,965 | 538 | 0.0% | — | 141 | +7,965 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 7,900 | 534 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,819 | 532 | 0.01% | 0.01% | 143 | -265 | -3.28% | Q4 2025 | Jan 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,770 | 525 | 0.0% | 0.0% | 145 | +1,758 | 29.24% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,762 | 525 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,739 | 523 | 0.0% | 0.0% | 147 | -232 | -2.91% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 7,731 | 523 | 0.01% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 7,617 | 515 | 0.05% | 0.06% | 148 | +55 | 0.73% | Q4 2025 | Jan 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,498 | 507 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,188 | 486 | 0.01% | 0.01% | 150 | +173 | 2.47% | Q4 2025 | Feb 04, 2026 |
| Virtu Financial LLC | History | New | 7,160 | 485 | 0.02% | — | 151 | +7,160 | New | Q4 2025 | Feb 23, 2026 |
| Vestcor Inc | History | Reduced | 7,169 | 485 | 0.01% | 0.03% | 152 | -5,839 | -44.89% | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,990 | 473 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 6,909 | 467 | 0.0% | 0.0% | 154 | +787 | 12.86% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 6,889 | 466 | 0.04% | 0.04% | 155 | +1,060 | 18.18% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 6,896 | 466 | 0.11% | 0.22% | 156 | -530 | -7.14% | Q4 2025 | Feb 10, 2026 |
| AVIVA PLC | History | Added to | 6,832 | 462 | 0.0% | 0.0% | 157 | +1,175 | 20.77% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 6,782 | 458 | 0.0% | 0.0% | 158 | -2,508 | -27.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,505 | 440 | 0.0% | 0.0% | 159 | +6,193 | 1984.94% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,500 | 439 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Impact Capital Partners LLC | History | Reduced | 6,479 | 438 | 0.13% | 0.16% | 161 | -388 | -5.65% | Q4 2025 | Jan 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,246 | 422 | 0.0% | 0.0% | 162 | +672 | 12.06% | Q4 2025 | Feb 13, 2026 |
| Cynosure Group, LLC | History | Added to | 6,078 | 411 | 0.04% | 0.03% | 163 | +2,902 | 91.37% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 6,000 | 406 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,853 | 399 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,707 | 386 | 0.0% | 0.0% | 166 | +248 | 4.54% | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Added to | 5,687 | 384 | 0.0% | 0.0% | 167 | +163 | 2.95% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,487 | 371 | 0.0% | 0.0% | 168 | +144 | 2.7% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,497 | 371 | 0.01% | 0.01% | 169 | +8 | 0.15% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,344 | 361 | 0.0% | — | 170 | +5,344 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,251 | 355 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,120 | 346 | 0.0% | 0.0% | 172 | +724 | 16.47% | Q4 2025 | Jan 29, 2026 |
| Jain Global LLC | History | New | 5,100 | 345 | 0.0% | — | 173 | +5,100 | New | Q4 2025 | Feb 17, 2026 |
| Themes Management Co LLC | History | New | 5,038 | 340 | 0.25% | — | 174 | +5,038 | New | Q4 2025 | Feb 09, 2026 |
| Busey Bank | History | Reduced | 5,016 | 339 | 0.01% | 0.01% | 175 | -663 | -11.67% | Q4 2025 | Jan 27, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,000 | 338 | 0.0% | — | 176 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Reduced | 4,957 | 335 | 0.0% | 0.0% | 177 | -1,248 | -20.11% | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 4,776 | 323 | 0.07% | — | 178 | +4,776 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,672 | 316 | 0.01% | 0.01% | 179 | +1,308 | 38.88% | Q4 2025 | Feb 13, 2026 |
| Convergence Financial, LLC | History | Added to | 4,677 | 316 | 0.05% | 0.05% | 180 | +37 | 0.8% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 4,646 | 314 | 0.0% | 0.0% | 181 | -124 | -2.6% | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,573 | 309 | 0.01% | 0.01% | 182 | +73 | 1.62% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,436 | 300 | 0.12% | 0.13% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,217 | 285 | 0.0% | 0.0% | 184 | +669 | 18.86% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | New | 4,155 | 281 | 0.01% | — | 185 | +4,155 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 4,028 | 272 | 0.02% | — | 186 | +4,028 | New | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 4,020 | 272 | 0.0% | — | 187 | +4,020 | New | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Reduced | 3,900 | 263 | 0.0% | 0.01% | 188 | -2,021 | -34.13% | Q4 2025 | Mar 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,843 | 260 | 0.0% | 0.0% | 189 | +218 | 6.01% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,573 | 241 | 0.0% | 0.0% | 190 | +67 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,497 | 236 | 0.0% | 0.0% | 191 | +39 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,449 | 233 | 0.0% | — | 192 | +3,449 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,097 | 209 | 0.0% | 0.0% | 194 | -3,655 | -54.13% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 3,093 | 209 | 0.0% | 0.0% | 193 | -297 | -8.76% | Q4 2025 | Feb 17, 2026 |
| OP Asset Management Ltd | History | No change | 3,011 | 203 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,572 | 174 | 0.01% | 0.02% | 196 | -15 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,433 | 164 | 0.0% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,008 | 135 | 0.0% | 0.0% | 198 | +252 | 14.35% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 1,949 | 132 | 0.07% | 0.07% | 199 | +399 | 25.74% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | Reduced | 1,881 | 127 | 0.01% | 0.03% | 200 | -1,971 | -51.17% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 1,238 | 84 | 0.0% | 0.0% | 201 | -18 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,161 | 78 | 0.01% | — | 202 | +1,161 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | No change | 1,118 | 75 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 1,026 | 69 | 0.0% | 0.0% | 204 | +629 | 158.44% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 987 | 67 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 939 | 65 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Torren Management, LLC | History | New | 684 | 46 | 0.02% | — | 207 | +684 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 674 | 45 | 0.0% | 0.0% | 208 | +558 | 481.03% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 666 | 45 | 0.0% | 0.0% | 209 | -32 | -4.58% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 627 | 42 | 0.0% | — | 210 | +627 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 618 | 41 | 0.0% | 0.0% | 211 | -3 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 574 | 38 | 0.0% | 0.0% | 212 | +230 | 66.86% | Q4 2025 | Mar 16, 2026 |
| HM PAYSON & CO | History | No change | 561 | 37 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eagle Bay Advisors LLC | History | New | 540 | 36 | 0.03% | — | 214 | +540 | New | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 530 | 35 | 0.0% | 0.0% | 215 | +18 | 3.52% | Q4 2025 | Jan 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 508 | 34 | 0.0% | 0.0% | 217 | +120 | 30.93% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 507 | 34 | 0.0% | 0.0% | 216 | +7 | 1.4% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 453 | 33 | 0.0% | — | 219 | +453 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 501 | 33 | 0.0% | 0.0% | 218 | +100 | 24.94% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 477 | 32 | 0.0% | 0.0% | 220 | +135 | 39.47% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 329 | 22 | 0.0% | 0.0% | 221 | -328 | -49.92% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 297 | 20 | 0.0% | 0.0% | 224 | -761 | -71.93% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | New | 300 | 20 | 0.0% | — | 222 | +300 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 300 | 20 | 0.0% | 0.0% | 223 | +198 | 194.12% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 294 | 19 | 0.0% | 0.0% | 225 | -276 | -48.42% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 257 | 17 | 0.0% | 0.0% | 226 | -50 | -16.29% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 263 | 17 | 0.0% | 0.0% | 227 | +2 | 0.77% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 241 | 16 | 0.0% | 0.0% | 228 | -140 | -36.75% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 200 | 13 | 0.0% | 0.0% | 230 | +135 | 207.69% | Q4 2025 | Feb 24, 2026 |
| Sterling Capital Management LLC | History | Added to | 195 | 13 | 0.0% | 0.0% | 229 | +124 | 174.65% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 180 | 12 | 0.0% | 0.0% | 231 | +93 | 106.9% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 172 | 11 | 0.0% | — | 233 | +172 | New | Q4 2025 | Mar 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 176 | 11 | 0.0% | 0.0% | 232 | +98 | 125.64% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | Reduced | 155 | 10 | 0.0% | 0.01% | 234 | -358 | -69.79% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 144 | 9 | 0.0% | 0.0% | 236 | +38 | 35.85% | Q4 2025 | Feb 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 146 | 9 | 0.0% | 0.0% | 235 | +14 | 10.61% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 144 | 9 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 129 | 8 | 0.0% | 0.0% | 238 | -106 | -45.11% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 104 | 7 | 0.0% | 0.0% | 241 | -275 | -72.56% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 112 | 7 | 0.0% | 0.0% | 240 | -3 | -2.61% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 95 | 6 | 0.0% | — | 243 | +95 | New | Q4 2025 | Feb 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 95 | 6 | 0.0% | — | 244 | +95 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 103 | 6 | 0.0% | 0.0% | 245 | +25 | 32.05% | Q4 2025 | Jan 23, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Asset Planning,Inc | History | No change | 96 | 6 | 0.0% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 87 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60 | 4 | 0.0% | 0.0% | 249 | -69 | -53.49% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 69 | 4 | 0.0% | 0.0% | 248 | -3 | -4.17% | Q4 2025 | Feb 09, 2026 |
| Accent Capital Management, LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 48 | 3 | 0.0% | 0.0% | 252 | +30 | 166.67% | Q4 2025 | Jan 23, 2026 |
| Altshuler Shaham Ltd | History | Added to | 57 | 3 | 0.0% | 0.0% | 251 | +9 | 18.75% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 45 | 3 | 0.0% | 0.0% | 253 | +9 | 25.0% | Q4 2025 | Jan 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 44 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Larson Financial Group LLC | History | Added to | 36 | 2 | 0.0% | — | 255 | +33 | 1100.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 257 | -153 | -85.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 261 | -60 | -69.77% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | New | 27 | 1 | 0.0% | — | 262 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 20 | 1 | 0.0% | — | 260 | +20 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | New | 15 | 1 | 0.0% | — | 258 | +15 | New | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | Added to | 21 | 1 | 0.0% | — | 259 | +9 | 75.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -23,618 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,090 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TEALWOOD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,378 | -100.0% | Q3 2025 | Oct 17, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -6,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,085 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,210 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,557 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,457 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -2,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J. Team Financial, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -2,610 | -100.0% | Q3 2025 | Jan 29, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Reduced | 8 | 0 | — | 0.0% | — | -979 | -99.19% | Q4 2025 | Jan 14, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -606 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AlphaQuest LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -244 | -99.59% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.01% | — | -129 | -98.47% | Q4 2025 | Mar 03, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bare Financial Services, Inc | History | Reduced | 7 | 0 | — | 0.0% | — | -50 | -87.72% | Q4 2025 | Feb 06, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -20 | -76.92% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Blue Trust, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 17, 2025 |
| North Star Investment Management Corp. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 30, 2026 |
| Marquette Asset Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 0 | — | — | — | -6 | -54.55% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sunbelt Securities, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 20, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +5 | 166.67% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |