Cytek Biosciences, Inc. - CTKB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 17,173,028 | 86,723 | 0.0% | 0.0% | 1 | +625,335 | 3.78% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,475,477 | 37,751 | 0.0% | 0.0% | 2 | +541,973 | 7.82% | Q4 2025 | Jan 29, 2026 |
| Topline Capital Management, LLC | History | Added to | 7,442,466 | 37,584 | 3.4% | 4.14% | 3 | +498,186 | 7.17% | Q4 2025 | Feb 17, 2026 |
| HHLR ADVISORS, LTD. | History | No change | 6,657,030 | 33,618 | 1.08% | 0.56% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 5,008,309 | 25,297 | 0.03% | 0.0% | 5 | +4,971,126 | 13369.35% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,752,447 | 23,999 | 0.01% | 0.01% | 6 | +1,334,065 | 39.03% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 4,146,964 | 20,942 | 0.0% | 0.0% | 7 | +62,596 | 1.53% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,790,574 | 14,095 | 0.0% | 0.0% | 8 | +7,125 | 0.26% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,646,891 | 13,366 | 0.0% | 0.0% | 9 | -570,897 | -17.74% | Q4 2025 | Feb 12, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 2,072,915 | 10,468 | 0.86% | 0.71% | 10 | -2,885,101 | -58.19% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,789,914 | 9,039 | 0.0% | 0.0% | 11 | +52,605 | 3.03% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 1,700,985 | 8,589 | 0.0% | 0.0% | 12 | +237,844 | 16.26% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 1,692,657 | 8,547 | 0.09% | 0.06% | 13 | -70,605 | -4.0% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,094,539 | 5,527 | 0.0% | 0.0% | 14 | -10,482 | -0.95% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,001,127 | 5,055 | 0.01% | 0.0% | 15 | +841,614 | 527.61% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 957,594 | 4,835 | 0.0% | 0.0% | 16 | -55,989 | -5.52% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 856,161 | 4,323 | 0.0% | 0.0% | 17 | +686,001 | 403.15% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 764,279 | 3,859 | 0.0% | 0.0% | 18 | -1,776,767 | -69.92% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 743,455 | 3,754 | 0.0% | 0.0% | 19 | -276,435 | -27.1% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 675,000 | 3,408 | 0.01% | 0.0% | 20 | -120,544 | -15.15% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 674,475 | 3,402 | 0.01% | 0.0% | 21 | +108,902 | 19.26% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 666,927 | 3,367 | 0.0% | 0.0% | 22 | +43,621 | 7.0% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 637,929 | 3,221 | 0.0% | 0.0% | 23 | -35,640 | -5.29% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 460,047 | 2,323 | 0.0% | 0.0% | 24 | -8,642 | -1.84% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 437,653 | 2,210 | 0.01% | — | 25 | +437,653 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 398,797 | 2,013 | 0.0% | 0.0% | 26 | +9,671 | 2.49% | Q4 2025 | Feb 19, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 379,274 | 1,915 | 0.01% | 0.01% | 27 | -47,532 | -11.14% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 361,677 | 1,826 | 0.0% | 0.0% | 28 | +387 | 0.11% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 328,853 | 1,660 | 0.0% | 0.0% | 29 | -29,870 | -8.33% | Q4 2025 | Feb 11, 2026 |
| Simcoe Capital LLC | History | New | 298,461 | 1,507 | 1.42% | — | 30 | +298,461 | New | Q4 2025 | Feb 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 295,636 | 1,492 | 0.0% | 0.0% | 31 | -2,239 | -0.75% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 284,644 | 1,437 | 0.0% | 0.0% | 32 | +7,658 | 2.76% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 264,177 | 1,334 | 0.01% | — | 33 | +264,177 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 263,126 | 1,328 | 0.0% | 0.0% | 34 | +142,104 | 117.42% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 253,808 | 1,281 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 249,940 | 1,262 | 0.0% | 0.0% | 36 | -30,427 | -10.85% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 234,072 | 1,182 | 0.0% | 0.0% | 37 | +53,286 | 29.47% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 202,316 | 1,021 | 0.0% | 0.0% | 38 | -126,307 | -38.44% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 188,468 | 951 | 0.0% | 0.0% | 39 | -3,907 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Numerai GP LLC | History | Added to | 186,764 | 943 | 0.11% | 0.05% | 40 | +80,269 | 75.37% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 183,239 | 925 | 0.0% | 0.0% | 41 | +17,667 | 10.67% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 168,563 | 851 | 0.0% | 0.0% | 42 | -169,655 | -50.16% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 166,754 | 842 | 0.0% | 0.0% | 43 | +84,450 | 102.61% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 141,048 | 712 | 0.0% | 0.0% | 44 | -8,600 | -5.75% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 132,675 | 670 | 0.0% | 0.0% | 45 | +42,274 | 46.76% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 123,991 | 626 | 0.0% | 0.0% | 46 | -28,832 | -18.87% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 121,209 | 612 | 0.0% | 0.0% | 47 | +12,578 | 11.58% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 114,256 | 576 | 0.0% | 0.0% | 48 | -73,362 | -39.1% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 106,857 | 539 | 0.0% | 0.0% | 49 | -5,810 | -5.16% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 106,282 | 536 | 0.0% | 0.0% | 50 | +82,466 | 346.26% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 97,830 | 494 | 0.0% | 0.0% | 51 | -18,184 | -15.67% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 93,139 | 470 | 0.0% | 0.0% | 52 | +4,119 | 4.63% | Q4 2025 | Feb 11, 2026 |
| PDT Partners, LLC | History | No change | 91,869 | 463 | 0.03% | 0.02% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 78,758 | 397 | 0.0% | 0.0% | 54 | -278,267 | -77.94% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 75,560 | 382 | 0.0% | 0.0% | 55 | -3,374 | -4.27% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 69,793 | 353 | 0.0% | 0.0% | 56 | +7,658 | 12.32% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 64,287 | 325 | 0.0% | 0.0% | 57 | +4,683 | 7.86% | Q4 2025 | Jan 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 61,269 | 308 | 0.0% | 0.0% | 58 | -240 | -0.39% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 57,758 | 291 | 0.0% | 0.0% | 59 | -12,122 | -17.35% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 54,611 | 275 | 0.0% | 0.0% | 60 | -644 | -1.17% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 52,614 | 266 | 0.0% | 0.0% | 61 | -2,452 | -4.45% | Q4 2025 | Jan 26, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 51,740 | 261 | 0.0% | 0.0% | 62 | +3,242 | 6.68% | Q4 2025 | Feb 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 51,593 | 260 | 0.0% | 0.0% | 63 | -11,005 | -17.58% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 50,400 | 254 | 0.0% | 0.0% | 64 | +100 | 0.2% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 49,528 | 250 | 0.0% | 0.0% | 65 | -2,461 | -4.73% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 48,463 | 245 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,103 | 242 | 0.0% | 0.0% | 67 | -144,750 | -75.06% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 45,376 | 229 | 0.0% | 0.01% | 68 | -48,032 | -51.42% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 44,274 | 224 | 0.05% | 0.02% | 69 | +9,155 | 26.07% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,725 | 201 | 0.0% | 0.0% | 70 | -650 | -1.79% | Q4 2025 | Jan 08, 2026 |
| Quantbot Technologies LP | History | Added to | 38,533 | 194 | 0.01% | 0.0% | 71 | +4,626 | 13.64% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 35,632 | 179 | 0.0% | — | 72 | +35,632 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 34,922 | 176 | 0.0% | 0.0% | 73 | -296,268 | -89.46% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 34,670 | 175 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 34,565 | 174 | 0.0% | 0.01% | 75 | -37,981 | -52.35% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 33,497 | 169 | 0.0% | 0.05% | 76 | -37,079 | -52.54% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 32,436 | 164 | 0.0% | 0.0% | 77 | +502 | 1.57% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,032 | 151 | 0.0% | 0.0% | 78 | -145,727 | -82.91% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 29,648 | 149 | 0.0% | — | 79 | +29,648 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,469 | 148 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | No change | 29,300 | 147 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,610 | 141 | 0.0% | 0.0% | 82 | -971 | -3.52% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,223 | 137 | 0.0% | 0.0% | 83 | -641 | -2.3% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | No change | 26,200 | 132 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,175 | 127 | 0.0% | 0.0% | 85 | +500 | 2.03% | Q4 2025 | Feb 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 24,338 | 123 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 23,997 | 121 | 0.0% | 0.0% | 87 | -2,795 | -10.43% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,900 | 114 | 0.0% | 0.0% | 89 | -35,983 | -61.11% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Added to | 22,733 | 114 | 0.0% | 0.0% | 88 | +729 | 3.31% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 22,163 | 111 | 0.0% | 0.0% | 90 | -27,810 | -55.65% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,726 | 109 | 0.0% | 0.0% | 91 | -8 | -0.04% | Q4 2025 | Feb 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 27,420 | 104 | 0.0% | — | 92 | +27,420 | New | Q4 2025 | Feb 11, 2026 |
| AXQ CAPITAL, LP | History | New | 19,124 | 96 | 0.02% | — | 93 | +19,124 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 18,565 | 93 | 0.0% | 0.0% | 94 | -8,337 | -30.99% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 17,628 | 89 | 0.0% | 0.0% | 95 | -2,805 | -13.73% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,337 | 82 | 0.0% | 0.0% | 96 | -987 | -5.7% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | New | 15,656 | 79 | 0.0% | — | 97 | +15,656 | New | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 14,289 | 74 | 0.0% | 0.0% | 98 | +7 | 0.05% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,047 | 70 | 0.0% | 0.0% | 99 | -1,231 | -8.06% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 13,953 | 70 | 0.0% | 0.0% | 100 | -452 | -3.14% | Q4 2025 | Jan 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 13,400 | 67 | 0.0% | — | 101 | +13,400 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 13,022 | 65 | 0.01% | 0.0% | 102 | +2,268 | 21.09% | Q4 2025 | Feb 11, 2026 |
| Everhart Financial Group, Inc. | History | No change | 12,962 | 65 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,568 | 63 | 0.0% | 0.0% | 104 | +312 | 2.55% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | New | 12,404 | 62 | 0.0% | — | 105 | +12,404 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,245 | 61 | 0.0% | 0.0% | 106 | +687 | 5.94% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,357 | 52 | 0.0% | 0.0% | 107 | -76,411 | -88.06% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | New | 10,257 | 51 | 0.0% | — | 108 | +10,257 | New | Q4 2025 | Jan 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 10,288 | 51 | 0.01% | 0.01% | 109 | +7,532 | 273.29% | Q4 2025 | Mar 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,823 | 49 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,237 | 36 | 0.0% | 0.0% | 111 | -1,564 | -17.77% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,822 | 34 | 0.0% | 0.0% | 112 | -1,291 | -15.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,525 | 28 | 0.0% | — | 113 | +5,525 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 5,010 | 25 | 0.0% | 0.0% | 114 | +2,500 | 99.6% | Q4 2025 | Feb 03, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 4,579 | 23 | 0.0% | 0.0% | 115 | +231 | 5.31% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,653 | 18 | 0.0% | 0.0% | 116 | -1,227 | -25.14% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,488 | 17 | 0.0% | — | 117 | +3,488 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,238 | 16 | 0.0% | 0.0% | 118 | -4,637 | -58.88% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,003 | 10 | 0.0% | 0.0% | 119 | +1,318 | 192.41% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,694 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,500 | 7 | 0.0% | — | 121 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,579 | 7 | 0.0% | 0.0% | 122 | -206 | -11.54% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 1,382 | 6 | 0.0% | 0.0% | 123 | +451 | 48.44% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,049 | 5 | 0.0% | — | 124 | +1,049 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,026 | 5 | 0.0% | — | 125 | +851 | 486.29% | Q4 2025 | Mar 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 832 | 4 | 0.0% | — | 127 | +832 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 912 | 4 | 0.0% | 0.0% | 126 | +52 | 6.05% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 593 | 3 | 0.0% | 0.0% | 128 | +281 | 90.06% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 613 | 3 | 0.0% | 0.0% | 130 | -204 | -24.97% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | No change | 710 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | New | 517 | 2 | 0.0% | — | 135 | +517 | New | Q4 2025 | Jan 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 460 | 2 | 0.0% | 0.0% | 134 | +181 | 64.87% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | No change | 454 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 438 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 435 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 306 | 1 | 0.0% | 0.01% | 140 | -83,844 | -99.64% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 289 | 1 | 0.0% | — | 138 | +289 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 276 | 1 | 0.0% | — | 136 | +11 | 4.15% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 254 | 1 | 0.0% | — | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 240 | 1 | 0.0% | — | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 4.02% | — | -249,812 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -134,286 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -109,098 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -81,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -61,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.62% | — | -37,509 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 12 | 0 | — | 0.0% | — | -30,247 | -99.96% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -28,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -1,051 | -97.77% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,036 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Parkside Financial Bank & Trust | History | Added to | 193 | 0 | — | — | — | +127 | 192.42% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 127 | 0 | — | — | — | +127 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 117 | 0 | — | — | — | +97 | 485.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |