CSW INDUSTRIALS, INC. - CSW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,407,891 | 706,788 | 0.01% | 0.01% | 1 | +42,501 | 1.8% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,756,390 | 515,553 | 0.01% | 0.01% | 2 | -27,912 | -1.56% | Q4 2025 | Jan 29, 2026 |
| Capital World Investors | History | Added to | 1,052,480 | 308,934 | 0.04% | 0.03% | 3 | +6,733 | 0.64% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 669,601 | 196,548 | 0.01% | 0.01% | 4 | +109,650 | 19.58% | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 666,473 | 195,629 | 1.16% | — | 5 | +666,473 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 637,650 | 187,169 | 0.01% | 0.01% | 6 | +16,574 | 2.67% | Q4 2025 | Feb 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 633,255 | 185,879 | 3.13% | 2.26% | 7 | +54,364 | 9.39% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 392,802 | 115,318 | 0.01% | 0.01% | 8 | -455 | -0.12% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 392,110 | 115,096 | 0.31% | 0.24% | 9 | -15,098 | -3.71% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 390,261 | 114,553 | 0.09% | 0.07% | 10 | -22,967 | -5.56% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 382,174 | 112,179 | 0.08% | 0.05% | 11 | +83,876 | 28.12% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 303,891 | 89,208 | 0.02% | 0.02% | 12 | +13,024 | 4.48% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 294,434 | 86,425 | 0.01% | — | 13 | +294,434 | New | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 273,420 | 80,257 | 0.21% | 0.18% | 14 | -4,864 | -1.75% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Added to | 226,298 | 66,425 | 0.01% | 0.01% | 15 | +75,999 | 50.57% | Q4 2025 | Feb 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 221,450 | 65,002 | 0.46% | 0.34% | 16 | +9,811 | 4.64% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 218,665 | 64,184 | 0.01% | 0.0% | 17 | +115,270 | 111.49% | Q4 2025 | Mar 25, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 214,887 | 63,075 | 0.64% | 0.57% | 18 | -94,446 | -30.53% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 213,697 | 62,726 | 0.0% | 0.0% | 19 | +211,743 | 10836.39% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 199,802 | 58,647 | 0.01% | 0.01% | 20 | -8,153 | -3.92% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 185,070 | 54,324 | 0.1% | 0.01% | 21 | +172,192 | 1337.1% | Q4 2025 | Feb 05, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 182,040 | 53,434 | 0.52% | 0.38% | 22 | +10,000 | 5.81% | Q4 2025 | Jan 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 174,829 | 51,317 | 0.01% | 0.01% | 23 | +7,257 | 4.33% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | New | 159,197 | 46,729 | 0.4% | — | 24 | +159,197 | New | Q4 2025 | Feb 11, 2026 |
| Channing Capital Management, LLC | History | New | 150,453 | 44,162 | 1.14% | — | 25 | +150,453 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 146,885 | 43,116 | 0.0% | 0.0% | 26 | +1,552 | 1.07% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 141,496 | 41,533 | 0.0% | 0.0% | 27 | +21,037 | 17.46% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 140,530 | 41,460 | 0.07% | 0.08% | 28 | -56,582 | -28.71% | Q4 2025 | Jan 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 135,984 | 39,915 | 0.05% | 0.0% | 29 | +134,804 | 11424.07% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 135,821 | 39,867 | 0.01% | 0.0% | 30 | +102,845 | 311.88% | Q4 2025 | Jan 29, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 130,412 | 38,279 | 0.72% | 0.59% | 31 | -13,796 | -9.57% | Q4 2025 | Jan 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 121,893 | 35,780 | 0.05% | 0.05% | 32 | +2,862 | 2.4% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,821 | 32,889 | 0.01% | 0.01% | 33 | +20,628 | 22.87% | Q4 2025 | Feb 18, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 111,857 | 32,833 | 0.04% | 0.03% | 34 | -5,226 | -4.46% | Q4 2025 | Feb 12, 2026 |
| Select Equity Group, L.P. | History | Added to | 108,194 | 31,758 | 0.14% | 0.08% | 35 | +25,149 | 30.28% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 106,087 | 31,139 | 0.01% | 0.0% | 36 | -6,194 | -5.52% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 104,700 | 30,733 | 0.05% | 0.0% | 37 | +98,910 | 1708.29% | Q4 2025 | Feb 05, 2026 |
| DF DENT & CO INC | History | Reduced | 92,332 | 27,102 | 0.39% | 0.35% | 38 | -20,675 | -18.3% | Q4 2025 | Feb 17, 2026 |
| Langdon Equity Partners | History | New | 82,282 | 26,418 | 13.6% | — | 39 | +82,282 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 89,055 | 26,140 | 0.04% | 0.03% | 40 | +1,666 | 1.91% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 88,110 | 25,863 | 0.01% | 0.01% | 41 | -3,420 | -3.74% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 82,356 | 24,173 | 0.1% | 0.05% | 42 | +27,068 | 48.96% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,643 | 23,670 | 0.0% | 0.0% | 43 | +10,188 | 14.46% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 79,882 | 23,447 | 0.01% | 0.0% | 44 | +4,067 | 5.36% | Q4 2025 | Feb 17, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 79,860 | 23,441 | 2.09% | 1.76% | 45 | +1,457 | 1.86% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 79,776 | 23,416 | 0.01% | 0.01% | 46 | -1,432 | -1.76% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 70,144 | 20,589 | 0.0% | 0.0% | 47 | +16,133 | 29.87% | Q4 2025 | Feb 19, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | New | 66,748 | 19,592 | 2.73% | — | 48 | +66,748 | New | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 64,210 | 18,847 | 0.13% | 0.17% | 49 | -39,921 | -38.34% | Q4 2025 | Feb 17, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 62,484 | 18,340 | 3.09% | 2.24% | 50 | +8,772 | 16.33% | Q4 2025 | Jan 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 61,652 | 18,096 | 0.02% | 0.01% | 51 | +7,519 | 13.89% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Added to | 59,246 | 17,390 | 1.71% | 1.26% | 52 | +2,019 | 3.53% | Q4 2025 | Jan 27, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 57,741 | 16,948 | 0.06% | 0.06% | 53 | -7,833 | -11.95% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,087 | 16,463 | 0.0% | 0.0% | 54 | -8,570 | -13.25% | Q4 2025 | Feb 10, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 53,131 | 16,050 | 0.03% | 0.03% | 55 | -55 | -0.1% | Q4 2025 | Feb 09, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 50,018 | 14,681 | 0.86% | 0.7% | 56 | +90 | 0.18% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Added to | 47,624 | 13,979 | 0.06% | 0.04% | 57 | +2,917 | 6.52% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 47,485 | 13,938 | 0.03% | 0.03% | 58 | -9,550 | -16.74% | Q4 2025 | Mar 16, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 46,244 | 13,574 | 0.18% | 0.14% | 59 | +2,073 | 4.69% | Q4 2025 | Feb 13, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 46,200 | 13,561 | 3.78% | 2.43% | 60 | +6,200 | 15.5% | Q4 2025 | Mar 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 44,224 | 12,981 | 0.01% | 0.01% | 61 | -1,549 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 42,405 | 12,470 | 0.0% | 0.0% | 62 | -1,794 | -4.06% | Q4 2025 | Feb 09, 2026 |
| Tidal Investments LLC | History | Reduced | 42,273 | 12,408 | 0.03% | 0.02% | 63 | -8,624 | -16.94% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 37,378 | 10,971 | 0.0% | 0.0% | 64 | -871 | -2.28% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 36,941 | 10,843 | 0.01% | 0.0% | 65 | +31,224 | 546.16% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 36,223 | 10,632 | 0.0% | — | 66 | +36,223 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 33,149 | 9,730 | 0.01% | 0.0% | 67 | +600 | 1.84% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 29,644 | 8,701 | 0.04% | 0.02% | 68 | +13,114 | 79.33% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,624 | 8,695 | 0.01% | 0.01% | 69 | -2,447 | -7.63% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 27,626 | 8,109 | 0.03% | 0.03% | 70 | -583 | -2.07% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 27,034 | 7,935 | 0.0% | 0.0% | 71 | +595 | 2.25% | Q4 2025 | Feb 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | New | 26,000 | 7,631 | 0.27% | — | 72 | +26,000 | New | Q4 2025 | Feb 04, 2026 |
| BARCLAYS PLC | History | Added to | 25,429 | 7,464 | 0.0% | 0.0% | 73 | +2,006 | 8.56% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,924 | 7,022 | 0.0% | 0.0% | 74 | -22,350 | -48.3% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 21,060 | 6,181 | 0.0% | 0.0% | 75 | -672 | -3.09% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 20,915 | 6,139 | 0.09% | 0.09% | 76 | -3,533 | -14.45% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 19,897 | 5,840 | 0.19% | 0.17% | 77 | -1,110 | -5.28% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 19,457 | 5,711 | 0.19% | 0.21% | 78 | -5,064 | -20.65% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 18,272 | 5,363 | 0.34% | 0.3% | 79 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 18,203 | 5,343 | 0.87% | 0.64% | 80 | +1,472 | 8.8% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,728 | 5,203 | 0.0% | 0.0% | 81 | -224 | -1.25% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | New | 17,640 | 5,177 | 0.25% | — | 82 | +17,640 | New | Q4 2025 | Feb 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 17,540 | 5,148 | 0.96% | 0.37% | 83 | +9,427 | 116.2% | Q4 2025 | Jan 30, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 17,120 | 5,025 | 0.06% | 0.05% | 84 | -54 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Heron Bay Capital Management | History | Added to | 16,069 | 4,716 | 0.9% | 0.73% | 85 | +24 | 0.15% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,789 | 4,634 | 0.0% | 0.0% | 86 | -14 | -0.09% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 15,636 | 4,589 | 0.01% | 0.0% | 87 | +5,017 | 47.25% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,575 | 4,571 | 0.01% | 0.0% | 88 | -1,177 | -7.03% | Q4 2025 | Feb 13, 2026 |
| Mawer Investment Management Ltd. | History | New | 15,173 | 4,453 | 0.02% | — | 89 | +15,173 | New | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,854 | 4,360 | 0.0% | 0.0% | 90 | -29,857 | -66.78% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 14,516 | 4,261 | 0.01% | 0.01% | 91 | -5,662 | -28.06% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 13,884 | 4,075 | 0.05% | 0.04% | 92 | +262 | 1.92% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,748 | 4,035 | 0.0% | 0.0% | 93 | +816 | 6.31% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 13,228 | 3,882 | 0.0% | 0.0% | 94 | +7,086 | 115.37% | Q4 2025 | Feb 17, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 12,885 | 3,782 | 0.51% | 0.41% | 95 | +142 | 1.11% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,734 | 3,737 | 0.0% | 0.0% | 96 | +6,296 | 97.79% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,511 | 3,672 | 0.03% | 0.03% | 97 | -311 | -2.43% | Q4 2025 | Feb 18, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 12,383 | 3,634 | 0.03% | 0.02% | 98 | +3,383 | 37.59% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,053 | 3,537 | 0.01% | 0.01% | 99 | +8 | 0.07% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,586 | 3,400 | 0.0% | 0.0% | 100 | -387 | -3.23% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 11,532 | 3,385 | 0.01% | — | 101 | +11,532 | New | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 11,210 | 3,290 | 0.06% | 0.04% | 102 | +2,550 | 29.45% | Q4 2025 | Feb 04, 2026 |
| J. Goldman & Co LP | History | New | 10,275 | 3,016 | 0.08% | — | 103 | +10,275 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 9,681 | 2,841 | 0.0% | 0.0% | 104 | -8,420 | -46.52% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 9,652 | 2,833 | 0.0% | 0.0% | 105 | +3,550 | 58.18% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Associates, LP | History | New | 9,593 | 2,815 | 0.01% | — | 107 | +9,593 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 9,591 | 2,815 | 0.0% | 0.0% | 106 | +107 | 1.13% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,504 | 2,789 | 0.03% | 0.02% | 108 | +59 | 0.62% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,477 | 2,781 | 0.01% | 0.0% | 109 | +7,698 | 432.72% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 9,402 | 2,760 | 0.0% | 0.03% | 110 | -162,599 | -94.53% | Q4 2025 | Feb 19, 2026 |
| Vest Financial, LLC | History | Added to | 9,108 | 2,673 | 0.03% | 0.03% | 111 | +930 | 11.37% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 9,058 | 2,658 | 0.01% | 0.01% | 112 | -480 | -5.03% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 8,970 | 2,632 | 0.01% | 0.01% | 113 | +706 | 8.54% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,841 | 2,617 | 0.0% | 0.0% | 114 | -1,879 | -17.53% | Q4 2025 | Mar 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 8,185 | 2,402 | 0.0% | — | 115 | +8,185 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 8,038 | 2,359 | 0.18% | 0.17% | 116 | -760 | -8.64% | Q4 2025 | Jan 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 8,015 | 2,352 | 0.63% | 0.54% | 117 | +15 | 0.19% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,968 | 2,338 | 0.03% | 0.03% | 118 | -1,551 | -16.29% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,600 | 2,230 | 0.04% | 0.03% | 119 | -100 | -1.3% | Q4 2025 | Jan 16, 2026 |
| Moerus Capital Management LLC | History | Reduced | 6,847 | 2,009 | 0.87% | 0.77% | 120 | -933 | -11.99% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 6,765 | 1,986 | 2.44% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 6,254 | 1,835 | 0.75% | 0.74% | 122 | -1,257 | -16.74% | Q4 2025 | Feb 18, 2026 |
| GRACE & WHITE INC /NY | History | No change | 6,080 | 1,784 | 0.32% | 0.26% | 123 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,045 | 1,774 | 0.02% | 0.02% | 124 | -2,067 | -25.48% | Q4 2025 | Feb 10, 2026 |
| Port Capital LLC | History | No change | 5,900 | 1,731 | 0.07% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,842 | 1,714 | 0.0% | 0.0% | 126 | +722 | 14.1% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,830 | 1,711 | 0.03% | 0.03% | 127 | -2,810 | -32.52% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,816 | 1,707 | 0.01% | — | 128 | +5,816 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 5,735 | 1,683 | 0.0% | 0.0% | 129 | -697 | -10.84% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,861 | 1,582 | 0.01% | 0.01% | 130 | -1,281 | -17.94% | Q4 2025 | Feb 18, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 5,388 | 1,581 | 0.12% | 0.11% | 131 | -470 | -8.02% | Q4 2025 | Feb 06, 2026 |
| LRT Capital Management, LLC | History | Reduced | 5,280 | 1,549 | 1.33% | 1.27% | 132 | -2,607 | -33.05% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,263 | 1,544 | 0.01% | 0.01% | 133 | +717 | 15.77% | Q4 2025 | Jan 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 6,231 | 1,541 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 5,207 | 1,528 | 0.0% | 0.01% | 135 | -7,976 | -60.5% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,585 | 1,457 | 0.02% | 0.01% | 136 | -698 | -13.21% | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,869 | 1,429 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,855 | 1,425 | 0.0% | 0.0% | 138 | +892 | 22.51% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 4,838 | 1,420 | 0.01% | 0.01% | 139 | +53 | 1.11% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 4,711 | 1,382 | 0.05% | 0.04% | 140 | +816 | 20.95% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 4,681 | 1,374 | 0.01% | 0.01% | 141 | -292 | -5.87% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,319 | 1,267 | 0.01% | 0.01% | 142 | -193 | -4.28% | Q4 2025 | Feb 13, 2026 |
| CADINHA & CO LLC | History | No change | 4,283 | 1,257 | 0.19% | 0.14% | 143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 4,194 | 1,231 | 0.01% | 0.01% | 144 | -560 | -11.78% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | New | 4,154 | 1,219 | 0.05% | — | 145 | +4,154 | New | Q4 2025 | Feb 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,131 | 1,212 | 0.01% | 0.01% | 146 | -148 | -3.46% | Q4 2025 | Feb 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,100 | 1,203 | 0.09% | 0.08% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,029 | 1,182 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laurus Global Equity Management Inc. | History | Reduced | 3,980 | 1,168 | 0.95% | 0.93% | 149 | -1,610 | -28.8% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,900 | 1,145 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,848 | 1,129 | 0.01% | 0.01% | 151 | +95 | 2.53% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,544 | 1,117 | 0.0% | 0.0% | 152 | +101 | 2.93% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,776 | 1,108 | 0.0% | 0.0% | 153 | -1,354 | -26.39% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 3,752 | 1,101 | 0.05% | 0.05% | 154 | -266 | -6.62% | Q4 2025 | Feb 11, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 3,721 | 1,092 | 0.66% | 0.55% | 155 | -451 | -10.81% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,700 | 1,086 | 0.0% | 0.0% | 156 | -19,418 | -84.0% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,580 | 1,050 | 0.0% | 0.0% | 157 | +80 | 2.29% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 3,562 | 1,045 | 0.0% | 0.0% | 158 | +697 | 24.33% | Q4 2025 | Jan 27, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 3,481 | 1,021 | 0.1% | 0.08% | 159 | +105 | 3.11% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 3,378 | 991 | 0.01% | 0.01% | 160 | +955 | 39.41% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,313 | 972 | 0.01% | 0.0% | 161 | +254 | 8.3% | Q4 2025 | Feb 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 3,311 | 971 | 0.0% | 0.0% | 162 | +430 | 14.93% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,300 | 968 | 0.03% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 3,212 | 942 | 0.1% | 0.08% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,205 | 940 | 0.01% | 0.01% | 165 | -161 | -4.78% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 3,172 | 931 | 0.0% | 0.0% | 166 | +93 | 3.02% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,059 | 897 | 0.0% | 0.0% | 167 | +285 | 10.27% | Q4 2025 | Feb 13, 2026 |
| SATURNA CAPITAL CORP | History | No change | 3,042 | 892 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 2,990 | 877 | 0.02% | — | 169 | +2,990 | New | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 2,939 | 862 | 0.04% | 0.04% | 170 | -161 | -5.19% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,782 | 816 | 0.0% | 0.0% | 171 | -343 | -10.98% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,750 | 807 | 0.03% | 0.03% | 172 | -526 | -16.06% | Q4 2025 | Jan 06, 2026 |
| Annandale Capital, LLC | History | No change | 2,721 | 799 | 0.09% | 0.11% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,639 | 774 | 0.0% | 0.0% | 174 | +184 | 7.49% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Reduced | 2,611 | 766 | 0.0% | 0.0% | 175 | -330 | -11.22% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | New | 2,577 | 756 | 0.0% | — | 176 | +2,577 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,541 | 746 | 0.01% | 0.0% | 177 | +86 | 3.5% | Q4 2025 | Jan 05, 2026 |
| Assenagon Asset Management S.A. | History | New | 2,510 | 736 | 0.0% | — | 178 | +2,510 | New | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,500 | 733 | 0.0% | 0.0% | 179 | -26,470 | -91.37% | Q4 2025 | Feb 12, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 2,469 | 724 | 0.18% | 0.33% | 180 | -2,861 | -53.68% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,439 | 715 | 0.01% | 0.01% | 181 | +24 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,415 | 709 | 0.0% | 0.0% | 182 | +351 | 17.01% | Q4 2025 | Feb 05, 2026 |
| K.J. Harrison & Partners Inc | History | New | 2,400 | 704 | 0.09% | — | 184 | +2,400 | New | Q4 2025 | Feb 03, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,400 | 704 | 0.01% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,391 | 701 | 0.0% | 0.0% | 185 | -19 | -0.79% | Q4 2025 | Jan 30, 2026 |
| Warner Group LLC | History | New | 2,313 | 679 | 0.42% | — | 186 | +2,313 | New | Q4 2025 | Feb 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 2,265 | 671 | 0.0% | 0.0% | 187 | +850 | 60.07% | Q4 2025 | Jan 28, 2026 |
| HMS Capital Management, LLC | History | Added to | 2,254 | 661 | 0.27% | 0.23% | 188 | +3 | 0.13% | Q4 2025 | Jan 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,135 | 626 | 0.01% | 0.0% | 189 | +574 | 36.77% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,088 | 612 | 0.0% | 0.0% | 190 | -64,909 | -96.88% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 2,078 | 609 | 0.26% | 0.31% | 191 | -934 | -31.01% | Q4 2025 | Jan 30, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 2,046 | 600 | 0.02% | 0.01% | 192 | -142 | -6.49% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,037 | 597 | 0.0% | 0.0% | 193 | +1,071 | 110.87% | Q4 2025 | Feb 17, 2026 |
| Gibbs Wealth Management | History | Reduced | 1,835 | 586 | 0.14% | 0.11% | 194 | -147 | -7.42% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 1,955 | 573 | 0.02% | 0.03% | 195 | +172 | 9.65% | Q4 2025 | Feb 13, 2026 |
| Mechanics Bank Trust Department | History | No change | 1,920 | 563 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,907 | 559 | 0.01% | 0.0% | 197 | +25 | 1.33% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,869 | 548 | 0.0% | 0.0% | 198 | -20 | -1.06% | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | No change | 1,841 | 540 | 0.02% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 1,820 | 534 | 0.0% | 0.0% | 200 | +151 | 9.05% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,818 | 533 | 0.0% | 0.0% | 201 | +470 | 34.87% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,809 | 531 | 0.02% | 0.01% | 202 | +2 | 0.11% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,754 | 515 | 0.0% | 0.0% | 203 | +103 | 6.24% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,756 | 515 | 0.09% | 0.01% | 204 | -53 | -2.93% | Q4 2025 | Mar 04, 2026 |
| AVIVA PLC | History | Reduced | 1,725 | 506 | 0.0% | 0.0% | 205 | -149 | -7.95% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,689 | 495 | 0.0% | 0.0% | 206 | +923 | 120.5% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,683 | 494 | 0.0% | 0.0% | 207 | -15 | -0.88% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,674 | 491 | 0.0% | 0.0% | 208 | -274 | -14.07% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Reduced | 1,672 | 490 | 0.01% | 0.01% | 209 | -33 | -1.94% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,629 | 478 | 0.0% | 0.0% | 210 | -81 | -4.74% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | New | 1,611 | 472 | 0.0% | — | 211 | +1,611 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorShares Investments LLC | History | New | 1,600 | 469 | 0.08% | — | 212 | +1,600 | New | Q4 2025 | Feb 10, 2026 |
| CIM, LLC | History | Reduced | 1,591 | 467 | 0.06% | 0.05% | 213 | -64 | -3.87% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,563 | 458 | 0.01% | 0.01% | 214 | +37 | 2.42% | Q4 2025 | Jan 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,501 | 440 | 0.01% | 0.01% | 215 | +127 | 9.24% | Q4 2025 | Jan 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,495 | 438 | 0.0% | — | 216 | +1,495 | New | Q4 2025 | Feb 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 1,456 | 427 | 0.06% | 0.04% | 217 | +155 | 11.91% | Q4 2025 | Jan 21, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 1,424 | 417 | 0.08% | 0.06% | 218 | -14 | -0.97% | Q4 2025 | Mar 03, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,420 | 416 | 0.04% | 0.03% | 219 | +386 | 37.33% | Q4 2025 | Feb 13, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 1,401 | 411 | 0.13% | 0.17% | 220 | -2,495 | -64.04% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 1,383 | 405 | 0.0% | 0.0% | 221 | +189 | 15.83% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Reduced | 1,365 | 401 | 0.02% | 0.02% | 222 | -83 | -5.73% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,336 | 392 | 0.0% | 0.0% | 223 | +26 | 1.98% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,323 | 388 | 0.01% | 0.01% | 224 | -39 | -2.86% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 1,300 | 381 | 0.0% | — | 226 | +1,300 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 1,300 | 381 | 0.0% | 0.0% | 225 | +300 | 30.0% | Q4 2025 | Feb 02, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,300 | 381 | 0.3% | 0.25% | 227 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,290 | 378 | 0.01% | — | 228 | +1,290 | New | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | Added to | 1,284 | 376 | 0.0% | 0.0% | 229 | +12 | 0.94% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,250 | 366 | 0.0% | 0.0% | 230 | +158 | 14.47% | Q4 2025 | Feb 02, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 1,245 | 365 | 0.03% | 0.03% | 231 | -110 | -8.12% | Q4 2025 | Jan 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,235 | 362 | 0.0% | — | 232 | +1,235 | New | Q4 2025 | Feb 06, 2026 |
| Destination Wealth Management | History | No change | 1,228 | 360 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,216 | 357 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 1,210 | 355 | 0.03% | 0.02% | 235 | +86 | 7.65% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 1,197 | 351 | 0.01% | — | 236 | +1,197 | New | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY TRUST CO | History | New | 1,180 | 346 | 0.0% | — | 237 | +1,180 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,135 | 333 | 0.03% | 0.02% | 238 | -38 | -3.24% | Q4 2025 | Feb 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,095 | 331 | 0.0% | — | 239 | +1,095 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,094 | 321 | 0.0% | 0.0% | 240 | +59 | 5.7% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,079 | 316 | 0.0% | — | 241 | +1,079 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,021 | 307 | 0.0% | 0.0% | 242 | +57 | 5.91% | Q4 2025 | Feb 18, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 1,030 | 302 | 0.04% | 0.06% | 243 | -570 | -35.63% | Q4 2025 | Feb 06, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 1,000 | 293 | 0.08% | 0.07% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 984 | 288 | 0.0% | 0.0% | 245 | +130 | 15.22% | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | New | 962 | 282 | 0.0% | — | 246 | +962 | New | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 951 | 279 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 901 | 264 | 0.0% | 0.0% | 248 | -701 | -43.76% | Q4 2025 | Feb 17, 2026 |
| Hendershot Investments Inc. | History | No change | 897 | 263 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 880 | 258 | 0.02% | — | 251 | +880 | New | Q4 2025 | Jan 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 879 | 258 | 0.0% | 0.0% | 250 | -231 | -20.81% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 877 | 257 | 0.01% | 0.01% | 252 | +73 | 9.08% | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 864 | 253 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOWE & RUSLING INC | History | New | 856 | 251 | 0.02% | — | 254 | +856 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 808 | 237 | 0.11% | 0.09% | 255 | -20 | -2.42% | Q4 2025 | Jan 12, 2026 |
| Main Street Financial Solutions, LLC | History | New | 804 | 235 | 0.02% | — | 257 | +804 | New | Q4 2025 | Feb 17, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | New | 800 | 235 | 0.03% | — | 256 | +800 | New | Q4 2025 | Jan 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 800 | 234 | 0.02% | — | 258 | +800 | New | Q4 2025 | Feb 04, 2026 |
| Abel Hall, LLC | History | New | 779 | 228 | 0.05% | — | 259 | +779 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 773 | 226 | 0.0% | — | 260 | +773 | New | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 768 | 226 | 0.12% | 0.1% | 261 | +16 | 2.13% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | New | 706 | 217 | 0.0% | — | 262 | +706 | New | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | New | 733 | 215 | 0.0% | — | 263 | +733 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 717 | 210 | 0.13% | — | 264 | +717 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 697 | 204 | 0.0% | — | 265 | +697 | New | Q4 2025 | Feb 03, 2026 |
| Dakota Wealth Management | History | New | 685 | 201 | 0.0% | — | 266 | +685 | New | Q4 2025 | Jan 13, 2026 |
| Hilltop National Bank | History | Added to | 683 | 200 | 0.05% | 0.03% | 267 | +135 | 24.64% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 553 | 162 | 0.0% | 0.0% | 268 | +32 | 6.14% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 471 | 142 | 0.01% | 0.0% | 269 | +396 | 528.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 479 | 141 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 423 | 124 | 0.0% | — | 271 | +423 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 415 | 121 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 412 | 120 | 0.0% | 0.0% | 273 | +13 | 3.26% | Q4 2025 | Feb 02, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 348 | 102 | 0.0% | 0.0% | 274 | -101 | -22.49% | Q4 2025 | Feb 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 347 | 101 | 0.01% | — | 275 | +347 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 329 | 96 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 320 | 93 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 314 | 92 | 0.01% | 0.01% | 278 | -79 | -20.1% | Q4 2025 | Jan 07, 2026 |
| ASSETMARK, INC | History | Added to | 287 | 84 | 0.0% | 0.0% | 279 | +155 | 117.42% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 262 | 76 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 258 | 75 | 0.0% | 0.0% | 281 | -328 | -55.97% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 244 | 71 | 0.01% | 0.0% | 282 | -10 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 237 | 69 | 0.0% | 0.0% | 283 | -10 | -4.05% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 202 | 63 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 213 | 62 | 0.0% | 0.0% | 285 | +63 | 42.0% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 200 | 58 | 0.0% | — | 286 | +200 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 194 | 57 | 0.0% | 0.0% | 287 | +56 | 40.58% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 194 | 56 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 169 | 49 | 0.0% | 0.0% | 289 | -22 | -11.52% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 151 | 44 | 0.0% | 0.0% | 290 | +106 | 235.56% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 142 | 41 | 0.01% | 0.01% | 291 | +91 | 178.43% | Q4 2025 | Mar 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 129 | 37 | 0.0% | 0.0% | 292 | +2 | 1.57% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 117 | 36 | 0.0% | 0.0% | 294 | -29 | -19.86% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 124 | 36 | 0.0% | 0.0% | 293 | -4 | -3.13% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 116 | 34 | 0.0% | 0.0% | 295 | -9 | -7.2% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 110 | 32 | 0.0% | 0.0% | 296 | +50 | 83.33% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 107 | 31 | 0.0% | 0.0% | 297 | -6 | -5.31% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 105 | 30 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 29 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Reduced | 96 | 28 | 0.0% | 0.0% | 300 | -30 | -23.81% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 95 | 27 | 0.0% | 0.01% | 301 | -1,510 | -94.08% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 79 | 23 | 0.0% | — | 303 | +79 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 80 | 23 | 0.0% | 0.0% | 302 | -14 | -14.89% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 75 | 22 | 0.0% | 0.0% | 304 | -10 | -11.76% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 66 | 19 | 0.0% | — | 306 | +66 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 66 | 19 | 0.0% | 0.0% | 305 | +8 | 13.79% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 58 | 17 | 0.0% | 0.0% | 307 | -33 | -36.26% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 51 | 14 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 46 | 13 | 0.0% | 0.0% | 309 | -2 | -4.17% | Q4 2025 | Feb 03, 2026 |
| Greenline Wealth Management LLC | History | New | 44 | 12 | 0.01% | — | 311 | +44 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 44 | 12 | 0.0% | 0.0% | 310 | +4 | 10.0% | Q4 2025 | Jan 16, 2026 |
| Kemnay Advisory Services Inc. | History | New | 40 | 11 | 0.0% | — | 312 | +40 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 39 | 11 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 33 | 9 | 0.0% | 0.0% | 314 | +5 | 17.86% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 26 | 8 | 0.0% | — | 315 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Community Bank, N.A. | History | No change | 28 | 8 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 30 | 8 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 25 | 7 | 0.0% | — | 319 | +25 | New | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 24 | 7 | 0.0% | — | 318 | +24 | New | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | No change | 24 | 7 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | New | 21 | 6 | 0.0% | — | 321 | +21 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 22 | 6 | 0.0% | 0.0% | 322 | -2 | -8.33% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 20 | 5 | 0.0% | 0.0% | 324 | -168 | -89.36% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 20 | 5 | 0.0% | 0.0% | 325 | -40 | -66.67% | Q4 2025 | Jan 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 5 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 15 | 4 | 0.0% | 0.0% | 326 | -200 | -93.02% | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 17 | 4 | 0.0% | — | 329 | +17 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16 | 4 | 0.0% | 0.0% | 327 | +8 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Dogwood Wealth Management LLC | History | New | 11 | 3 | 0.0% | — | 334 | +11 | New | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 11 | 3 | 0.0% | — | 331 | +10 | 1000.0% | Q4 2025 | Jan 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 332 | +2 | 20.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 12 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 8 | 2 | 0.0% | 0.0% | 336 | -10 | -55.56% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 10 | 2 | 0.0% | — | 338 | +10 | New | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5 | 1 | 0.0% | — | 342 | +5 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | New | 4 | 1 | 0.0% | — | 340 | +4 | New | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 341 | -4 | -50.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.31% | — | -60,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -53,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -37,843 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,202 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,015 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -12,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.08% | — | -11,502 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 9.7% | — | -8,613 | -100.0% | Q3 2025 | Dec 09, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,635 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.07% | — | -7,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,277 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,182 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,713 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,198 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,468 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marietta Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,350 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -878 | -100.0% | Q3 2025 | Oct 31, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -861 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -482 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.02% | — | -225 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CENTRAL TRUST Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |