CubeSmart - CUBE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 | Reduced | 33,619,064 | 1,211,967 | 0.02% | 0.03% | 1 | -2,872,055 | -7.87% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 31,274,823 | 1,127,457 | 0.02% | 0.02% | 2 | -10,530 | -0.03% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 11,322,951 | 408,192 | 0.01% | 0.02% | 3 | -215,701 | -1.87% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 10,983,859 | 395,968 | 0.04% | — | 4 | +10,983,859 | New | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 8,543,133 | 307,982 | 0.03% | 0.04% | 5 | -447,312 | -4.98% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 8,045,627 | 290,044 | 0.01% | 0.02% | 6 | -1,782,265 | -18.13% | Q4 2025 | Feb 17, 2026 |
| Worth Venture Partners, LLC | History | Added to | 6,200 | 223,510 | 1.62% | 0.71% | 7 | +200 | 3.33% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,249,157 | 189,232 | 0.03% | 0.01% | 8 | +3,988,472 | 316.37% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,714,128 | 169,974 | 0.01% | 0.01% | 9 | +52,207 | 1.12% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,750,773 | 135,215 | 0.01% | 0.01% | 10 | -1,590,096 | -29.77% | Q4 2025 | Feb 11, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 3,671,737 | 132,366 | 0.37% | 0.53% | 11 | -612,215 | -14.29% | Q4 2025 | Feb 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 3,469,724 | 125,083 | 1.84% | 1.95% | 12 | +105,105 | 3.12% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,412,567 | 123,023 | 0.02% | 0.02% | 13 | +171,539 | 5.29% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,306,653 | 119,206 | 0.03% | 0.03% | 14 | +21,793 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 3,297,286 | 118,867 | 0.02% | 0.02% | 15 | +251,022 | 8.24% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,273,628 | 118,014 | 0.02% | 0.02% | 16 | -87,148 | -2.59% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,739,600 | 98,762 | 0.04% | 0.02% | 17 | +1,830,993 | 201.52% | Q4 2025 | Feb 17, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 2,719,631 | 98,042 | 1.11% | 1.08% | 18 | +379,657 | 16.22% | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,673,172 | 97,062 | 0.12% | 0.09% | 19 | +898,974 | 50.67% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,161,090 | 77,907 | 0.02% | 0.02% | 20 | +641,262 | 42.19% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,072,198 | 74,702 | 0.0% | 0.01% | 21 | -91,494 | -4.23% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,961,674 | 70,718 | 0.01% | 0.02% | 22 | -174,380 | -8.16% | Q4 2025 | Feb 10, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 1,943,109 | 70,049 | 0.36% | 0.35% | 23 | +129,332 | 7.13% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,726,419 | 62,259 | 0.03% | 0.02% | 24 | +731,883 | 73.59% | Q4 2025 | Mar 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 1,583,400 | 57,081 | 0.04% | 0.02% | 25 | +994,400 | 168.83% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,495,911 | 53,928 | 0.03% | 0.16% | 26 | -4,870,464 | -76.5% | Q4 2025 | Feb 19, 2026 |
| Legal & General Group Plc | History | Added to | 1,381,625 | 49,807 | 0.01% | 0.01% | 27 | +193,467 | 16.28% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 1,351,164 | 48,703 | 0.02% | 0.03% | 28 | -41,348 | -2.97% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,294,941 | 46,682 | 0.02% | 0.03% | 29 | -1,081,146 | -45.5% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 1,203,302 | 43,379 | 0.01% | 0.01% | 30 | +110,250 | 10.09% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,187,449 | 42,808 | 0.05% | 0.07% | 31 | -361,062 | -23.32% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,183,894 | 42,679 | 0.05% | — | 32 | +1,183,894 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,177,798 | 42,459 | 0.0% | 0.0% | 33 | -209,375 | -15.09% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,168,457 | 42,122 | 0.02% | 0.03% | 34 | +68,165 | 6.2% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,099,134 | 39,623 | 0.0% | 0.0% | 35 | +401,343 | 57.52% | Q4 2025 | Mar 25, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | Added to | 1,080,351 | 38,946 | 1.56% | 1.68% | 36 | +31,187 | 2.97% | Q4 2025 | Feb 10, 2026 |
| Boston Trust Walden Corp | History | Reduced | 1,003,184 | 36,164 | 0.27% | 0.35% | 37 | -160,791 | -13.81% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 979,387 | 35,306 | 0.01% | 0.01% | 38 | -75,854 | -7.19% | Q4 2025 | Jan 29, 2026 |
| PGGM Investments | History | No change | 943,848 | 34,026 | 0.54% | 0.62% | 39 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Added to | 840,570 | 30,302 | 2.13% | 1.74% | 40 | +213,954 | 34.14% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 803,054 | 28,950 | 0.02% | 0.02% | 41 | -133,845 | -14.29% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 797,939 | 28,765 | 0.1% | 0.06% | 42 | +392,459 | 96.79% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 739,382 | 26,655 | 0.03% | 0.0% | 43 | +717,350 | 3255.95% | Q4 2025 | Jan 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 722,037 | 26,029 | 0.05% | 37.93% | 44 | +521,084 | 259.31% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Reduced | 671,081 | 24,192 | 0.09% | 0.24% | 45 | -603,042 | -47.33% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 667,895 | 24,077 | 0.02% | 0.02% | 46 | -9,067 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 637,079 | 22,966 | 0.07% | 0.09% | 47 | -2,030 | -0.32% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 600,021 | 21,630 | 0.01% | 0.01% | 48 | +214,501 | 55.64% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 597,532 | 21,541 | 0.0% | 0.0% | 49 | +402,342 | 206.13% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 592,491 | 21,359 | 0.08% | 0.09% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 581,525 | 21,115 | 0.02% | — | 51 | +581,525 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 562,712 | 20,285 | 0.01% | 0.01% | 52 | -161,042 | -22.25% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 548,255 | 19,764 | 0.0% | 0.01% | 53 | -36,457 | -6.24% | Q4 2025 | Feb 13, 2026 |
| Vision Capital Corp | History | New | 546,656 | 19,706 | 8.68% | — | 54 | +546,656 | New | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 530,000 | 19,106 | 0.03% | 0.03% | 55 | +30,000 | 6.0% | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 517,658 | 18,661 | 0.31% | 0.35% | 56 | +5,369 | 1.05% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 505,144 | 18,210 | 0.06% | — | 57 | +505,144 | New | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 503,925 | 18,165 | 0.03% | 0.03% | 58 | -9,829 | -1.91% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Added to | 502,061 | 18,099 | 0.03% | 0.06% | 59 | +179,896 | 55.84% | Q4 2025 | Feb 17, 2026 |
| Hazelview Securities Inc. | History | Reduced | 504,160 | 17,847 | 3.44% | 4.39% | 60 | -68,970 | -12.03% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 490,502 | 17,682 | 0.01% | 0.01% | 61 | -15,933 | -3.15% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Added to | 480,547 | 17,323 | 0.05% | 0.02% | 62 | +327,379 | 213.74% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 476,676 | 17,184 | 0.27% | 0.34% | 63 | -20,360 | -4.1% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 468,465 | 16,888 | 0.03% | 0.03% | 64 | -123,571 | -20.87% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 451,522 | 16,277 | 0.06% | 0.09% | 65 | -123,090 | -21.42% | Q4 2025 | Feb 02, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | Added to | 450,000 | 16,222 | 0.61% | 0.54% | 66 | +150,000 | 50.0% | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 449,600 | 16,208 | 0.01% | 0.01% | 67 | +7,600 | 1.72% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | New | 441,503 | 15,916 | 0.02% | — | 68 | +441,503 | New | Q4 2025 | Feb 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 426,074 | 15,359 | 0.64% | 0.79% | 69 | -33,950 | -7.38% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 418,458 | 15,085 | 0.01% | 0.0% | 70 | +230,046 | 122.1% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 415,664 | 14,984 | 0.01% | 0.01% | 71 | -1,301 | -0.31% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 410,466 | 14,797 | 0.01% | 0.01% | 72 | +237,662 | 137.53% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 390,741 | 14,074 | 0.01% | 0.02% | 73 | -54,937 | -12.33% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 387,575 | 13,972 | 0.04% | 0.05% | 74 | -12,685 | -3.17% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 375,938 | 13,552 | 0.03% | 0.07% | 75 | -249,267 | -39.87% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 448,685 | 13,490 | 0.0% | 0.0% | 76 | -61,163 | -12.0% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 361,468 | 13,002 | 0.04% | 0.04% | 77 | -9,574 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 351,580 | 12,674 | 0.01% | — | 78 | +351,580 | New | Q4 2025 | Feb 17, 2026 |
| Long Pond Capital, LP | History | New | 346,928 | 12,506 | 1.47% | — | 79 | +346,928 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 345,011 | 12,437 | 0.03% | 0.04% | 80 | +9,210 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 630,873 | 12,390 | 2.57% | 1.74% | 81 | +438,247 | 227.51% | Q4 2025 | Jan 26, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 321,962 | 11,606 | 0.01% | — | 82 | +321,962 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 316,203 | 11,399 | 0.01% | — | 83 | +316,203 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 313,875 | 11,315 | 0.02% | 0.0% | 84 | +282,150 | 889.36% | Q4 2025 | Feb 17, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 309,000 | 11,139 | 1.01% | 1.12% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 302,687 | 10,911 | 0.03% | 0.03% | 86 | -68,808 | -18.52% | Q4 2025 | Jan 30, 2026 |
| Verition Fund Management LLC | History | Added to | 297,055 | 10,708 | 0.04% | 0.03% | 87 | +143,474 | 93.42% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 267,720 | 9,651 | 0.05% | — | 88 | +267,720 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 260,530 | 9,391 | 0.01% | 0.03% | 89 | -332,478 | -56.07% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 252,500 | 9,102 | 0.01% | 0.01% | 90 | +20,000 | 8.6% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 249,602 | 8,998 | 0.0% | 0.01% | 91 | -559,932 | -69.17% | Q4 2025 | Feb 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 248,608 | 8,962 | 0.03% | 0.02% | 92 | +109,675 | 78.94% | Q4 2025 | Feb 11, 2026 |
| B&I Capital AG | History | Reduced | 243,840 | 8,790 | 3.13% | 3.89% | 93 | -32,350 | -11.71% | Q4 2025 | Jan 26, 2026 |
| Greenland Capital Management LP | History | Added to | 242,417 | 8,739 | 0.93% | 0.03% | 94 | +235,417 | 3363.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 241,573 | 8,708 | 0.0% | 0.0% | 95 | +6,014 | 2.55% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 233,270 | 8,409 | 0.02% | 0.02% | 96 | -2,605 | -1.1% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 233,233 | 8,408 | 0.0% | 0.0% | 97 | -14,129 | -5.71% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 231,576 | 8,348 | 0.0% | 0.0% | 98 | -122,797 | -34.65% | Q4 2025 | Feb 18, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 227,181 | 8,189 | 0.04% | 0.01% | 99 | -550 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Taproot Management LP | History | New | 224,571 | 8,095 | 1.31% | — | 100 | +224,571 | New | Q4 2025 | Feb 13, 2026 |
| Carlyle Group Inc. | History | No change | 220,500 | 7,949 | 0.06% | 0.21% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 218,090 | 7,867 | 0.01% | — | 102 | +218,090 | New | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 217,526 | 7,841 | 0.22% | 0.17% | 103 | +71,987 | 49.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 216,502 | 7,804 | 0.01% | 0.01% | 104 | +8,103 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 215,000 | 7,750 | 0.23% | 0.21% | 105 | +44,000 | 25.73% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 213,404 | 7,693 | 0.04% | 0.04% | 106 | -5,444 | -2.49% | Q4 2025 | Feb 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 208,924 | 7,531 | 0.03% | 0.04% | 107 | -114,537 | -35.41% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 207,632 | 7,485 | 0.0% | 0.0% | 108 | +108,589 | 109.64% | Q4 2025 | Feb 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 160,181 | 7,194 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 197,682 | 7,126 | 0.07% | 0.08% | 110 | -3,863 | -1.92% | Q4 2025 | Feb 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 189,358 | 6,826 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 187,629 | 6,764 | 0.01% | 0.01% | 112 | -11,408 | -5.73% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 184,499 | 6,651 | 0.01% | 0.0% | 113 | +147,240 | 395.18% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 180,108 | 6,492 | 0.01% | 0.02% | 114 | +2,051 | 1.15% | Q4 2025 | Jan 27, 2026 |
| Sophron Capital Management L.P. | History | Added to | 178,792 | 6,445 | 2.07% | 2.16% | 115 | +6,646 | 3.86% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 176,500 | 6,362 | 0.02% | 0.12% | 116 | -747,039 | -80.89% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 179,252 | 6,345 | 0.0% | 0.01% | 117 | +7,284 | 4.24% | Q4 2025 | Feb 03, 2026 |
| ExodusPoint Capital Management, LP | History | New | 175,192 | 6,315 | 0.05% | — | 118 | +175,192 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 169,127 | 6,097 | 0.01% | 0.02% | 119 | -72,956 | -30.14% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 169,105 | 6,096 | 0.01% | 0.01% | 120 | +18,308 | 12.14% | Q4 2025 | Jan 30, 2026 |
| SummitTX Capital, L.P. | History | Added to | 167,424 | 6,035 | 0.18% | 0.01% | 121 | +159,190 | 1933.33% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 158,405 | 5,710 | 0.01% | 0.0% | 122 | +123,605 | 355.19% | Q4 2025 | Feb 17, 2026 |
| Presima Securities ULC | History | Reduced | 153,539 | 5,535 | 3.19% | 4.4% | 123 | -240,407 | -61.03% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 153,550 | 5,535 | 0.24% | 0.24% | 124 | +15,442 | 11.18% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 152,198 | 5,486 | 0.03% | — | 125 | +152,198 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 151,711 | 5,469 | 0.02% | 0.0% | 126 | +144,690 | 2060.82% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | Added to | 149,751 | 5,398 | 0.05% | 0.02% | 127 | +53,180 | 55.07% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 147,859 | 5,360 | 0.01% | 0.01% | 128 | -6,614 | -4.28% | Q4 2025 | Mar 09, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 138,343 | 4,987 | 0.01% | 0.02% | 129 | -20,440 | -12.87% | Q4 2025 | Feb 24, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 137,500 | 4,956 | 0.03% | 0.04% | 130 | -18,600 | -11.92% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 136,558 | 4,922 | 0.0% | 0.0% | 131 | -53,066 | -27.98% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Added to | 135,175 | 4,873 | 0.01% | 0.01% | 132 | +19,777 | 17.14% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 134,452 | 4,845 | 0.05% | 0.06% | 133 | -925 | -0.68% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 131,322 | 4,734 | 0.02% | 0.03% | 134 | -1,461 | -1.1% | Q4 2025 | Feb 10, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | New | 128,189 | 4,621 | 0.1% | — | 135 | +128,189 | New | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 128,080 | 4,617 | 0.21% | — | 136 | +128,080 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 125,544 | 4,525 | 0.01% | 0.0% | 137 | +87,642 | 231.23% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 124,929 | 4,503 | 0.02% | 0.01% | 138 | +73,756 | 144.13% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 122,938 | 4,431 | 0.0% | 0.0% | 139 | +5,840 | 4.99% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 122,663 | 4,422 | 0.02% | 0.02% | 140 | +2,014 | 1.67% | Q4 2025 | Jan 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 119,144 | 4,295 | 0.0% | 0.0% | 141 | +6,010 | 5.31% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 114,903 | 4,142 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 114,481 | 4,127 | 0.0% | 0.0% | 143 | +5,054 | 4.62% | Q4 2025 | Feb 13, 2026 |
| Cadence Bank | History | New | 112,150 | 4,043 | 0.24% | — | 144 | +112,150 | New | Q4 2025 | Jan 30, 2026 |
| AlphaQuest LLC | History | Added to | 111,496 | 4,019 | 0.22% | 0.11% | 145 | +69,976 | 168.54% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 107,921 | 3,890 | 0.01% | — | 146 | +107,921 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 107,896 | 3,889 | 0.01% | — | 147 | +107,896 | New | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 107,704 | 3,882 | 0.01% | 0.01% | 148 | +15,565 | 16.89% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Reduced | 107,405 | 3,871 | 0.0% | 0.0% | 149 | -2,089 | -1.91% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | Added to | 104,288 | 3,760 | 0.11% | 0.07% | 150 | +49,646 | 90.86% | Q4 2025 | Feb 11, 2026 |
| Investment Management Corp of Ontario | History | No change | 102,972 | 3,712 | 0.05% | 0.06% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 102,468 | 3,640 | 0.01% | 0.0% | 152 | +50,078 | 95.59% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 100,754 | 3,632 | 0.03% | 0.03% | 153 | -3,907 | -3.73% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Added to | 99,219 | 3,576 | 0.09% | 0.03% | 154 | +83,326 | 524.29% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 96,966 | 3,533 | 0.0% | 0.01% | 155 | -1,332 | -1.36% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 97,350 | 3,509 | 0.0% | 0.0% | 156 | +38,225 | 64.65% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 95,755 | 3,444 | 0.02% | 0.02% | 157 | -5,310 | -5.25% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 94,932 | 3,422 | 0.0% | 0.0% | 158 | -127,163 | -57.26% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 94,902 | 3,421 | 0.04% | 0.05% | 159 | -10,411 | -9.89% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 94,837 | 3,419 | 0.01% | 0.01% | 160 | -6,931 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 94,860 | 3,419 | 0.03% | 0.03% | 161 | -5,182 | -5.18% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 87,642 | 3,289 | 0.01% | 0.01% | 162 | -3,754 | -4.11% | Q4 2025 | Feb 18, 2026 |
| DAVIS SELECTED ADVISERS | History | New | 90,930 | 3,278 | 0.01% | — | 163 | +90,930 | New | Q4 2025 | Feb 02, 2026 |
| Private Capital Management, LLC | History | Added to | 90,300 | 3,255 | 0.3% | 0.02% | 164 | +84,500 | 1456.9% | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 86,234 | 3,108 | 0.08% | 0.1% | 165 | -10,556 | -10.91% | Q4 2025 | Jan 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 84,254 | 3,037 | 0.07% | — | 166 | +84,254 | New | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 77,951 | 3,030 | 0.03% | 0.03% | 167 | -1,325 | -1.67% | Q4 2025 | Jan 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 83,835 | 3,022 | 0.02% | 0.02% | 168 | +5,202 | 6.62% | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 82,649 | 2,979 | 0.17% | 0.22% | 169 | -11,220 | -11.95% | Q4 2025 | Feb 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 73,325 | 2,643 | 0.01% | 0.01% | 170 | +9,942 | 15.69% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 72,277 | 2,605 | 0.03% | 0.01% | 171 | +60,660 | 522.17% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 70,771 | 2,569 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 68,101 | 2,558 | 0.08% | 0.09% | 173 | -19,982 | -22.69% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 70,771 | 2,551 | 0.02% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Entropy Technologies, LP | History | Added to | 69,192 | 2,494 | 0.14% | 0.17% | 175 | +11,744 | 20.44% | Q4 2025 | Feb 13, 2026 |
| Zimmer Partners, LP | History | Added to | 67,500 | 2,433 | 0.06% | 0.03% | 176 | +29,566 | 77.94% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 67,066 | 2,417 | 0.02% | 0.02% | 177 | -3,868 | -5.45% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 66,860 | 2,411 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,204 | 2,350 | 0.0% | — | 179 | +65,204 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 63,470 | 2,288 | 0.01% | 0.01% | 180 | -3,984 | -5.91% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 63,100 | 2,274 | 0.04% | 0.04% | 181 | -400 | -0.63% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 62,918 | 2,268 | 0.0% | 0.0% | 182 | +8,619 | 15.87% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 62,034 | 2,236 | 0.01% | 0.01% | 183 | +800 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 61,423 | 2,214 | 0.01% | 0.0% | 184 | +42,773 | 229.35% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 61,088 | 2,202 | 0.01% | 0.01% | 185 | +1,114 | 1.86% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 59,430 | 2,142 | 0.01% | 0.02% | 186 | -42,187 | -41.52% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 57,436 | 2,070 | 0.01% | 0.01% | 187 | +7,013 | 13.91% | Q4 2025 | Feb 12, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 56,966 | 2,053 | 2.04% | 2.18% | 188 | -493 | -0.86% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 56,890 | 2,050 | 0.0% | 0.0% | 189 | -1,559 | -2.67% | Q4 2025 | Feb 06, 2026 |
| Oak Thistle LLC | History | New | 56,512 | 2,037 | 0.28% | — | 190 | +56,512 | New | Q4 2025 | Jan 21, 2026 |
| GRS Advisors, LLC | History | No change | 56,153 | 2,024 | 0.18% | 0.21% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 55,616 | 2,004 | 0.0% | 0.01% | 192 | -203,077 | -78.5% | Q4 2025 | Feb 10, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 54,876 | 1,978 | 0.02% | 0.03% | 193 | -18,680 | -25.4% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 54,298 | 1,957 | 0.01% | — | 194 | +54,298 | New | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | Added to | 53,937 | 1,944 | 0.05% | 0.05% | 195 | +2,553 | 4.97% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 53,900 | 1,943 | 0.01% | 0.01% | 196 | -400 | -0.74% | Q4 2025 | Jan 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 52,297 | 1,885 | 0.02% | 0.03% | 197 | -2,991 | -5.41% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 51,020 | 1,839 | 0.02% | 0.03% | 198 | +192 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 50,257 | 1,811 | 0.01% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 49,621 | 1,788 | 0.01% | — | 200 | +49,621 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 48,800 | 1,759 | 0.01% | 0.01% | 202 | +1,400 | 2.95% | Q4 2025 | Jan 28, 2026 |
| Pensionfund PDN | History | No change | 48,800 | 1,759 | 1.16% | 1.28% | 201 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 46,700 | 1,683 | 0.01% | 0.02% | 203 | -18,000 | -27.82% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 46,376 | 1,671 | 0.03% | 0.53% | 204 | -836,071 | -94.74% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 45,963 | 1,656 | 0.0% | 0.0% | 205 | -13,066 | -22.13% | Q4 2025 | Feb 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 45,900 | 1,655 | 0.05% | 0.06% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 45,392 | 1,636 | 0.02% | 0.02% | 207 | -500 | -1.09% | Q4 2025 | Feb 04, 2026 |
| AMG National Trust Bank | History | Added to | 44,810 | 1,615 | 0.04% | 0.04% | 208 | +4,323 | 10.68% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 43,491 | 1,567 | 0.0% | 0.0% | 209 | -1,544 | -3.43% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 43,235 | 1,558 | 0.01% | 0.01% | 210 | -22,228 | -33.96% | Q4 2025 | Jan 30, 2026 |
| Jefferies Financial Group Inc. | History | New | 42,634 | 1,536 | 0.01% | — | 211 | +42,634 | New | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 41,792 | 1,506 | 0.05% | 0.05% | 212 | -954 | -2.23% | Q4 2025 | Feb 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 41,733 | 1,504 | 0.11% | 0.12% | 213 | +5,348 | 14.7% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 39,678 | 1,430 | 0.02% | 0.05% | 214 | -66,064 | -62.48% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 39,533 | 1,425 | 0.0% | 0.0% | 215 | +5,509 | 16.19% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 39,420 | 1,421 | 0.0% | 0.01% | 216 | -28,857 | -42.26% | Q4 2025 | Jan 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 38,671 | 1,394 | 0.09% | 0.1% | 217 | +1,141 | 3.04% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 38,527 | 1,388 | 0.0% | 0.01% | 218 | -14,753 | -27.69% | Q4 2025 | Jan 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 37,987 | 1,369 | 0.02% | 0.02% | 219 | +1,211 | 3.29% | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | Added to | 37,432 | 1,349 | 0.34% | 0.29% | 220 | +13,263 | 54.88% | Q4 2025 | Feb 13, 2026 |
| Utah Retirement Systems | History | No change | 37,008 | 1,334 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Added to | 36,889 | 1,330 | 0.01% | 0.01% | 222 | +26 | 0.07% | Q4 2025 | Feb 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Added to | 34,497 | 1,243 | 0.5% | 0.17% | 224 | +22,615 | 190.33% | Q4 2025 | Jan 27, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 34,487 | 1,243 | 0.01% | 0.01% | 223 | +1,306 | 3.94% | Q4 2025 | Feb 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 32,865 | 1,184 | 0.16% | 0.14% | 225 | +10,850 | 49.28% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 32,807 | 1,182 | 0.04% | 0.04% | 226 | +1,624 | 5.21% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,630 | 1,140 | 0.02% | 0.02% | 227 | -4,845 | -13.28% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,588 | 1,138 | 0.0% | 0.02% | 228 | -341,414 | -91.53% | Q4 2025 | Feb 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 31,062 | 1,119 | 0.04% | 0.05% | 229 | -151 | -0.48% | Q4 2025 | Jan 14, 2026 |
| NEOS Investment Management LLC | History | Added to | 31,373 | 1,114 | 0.01% | 0.01% | 230 | +9,460 | 43.17% | Q4 2025 | Feb 17, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 30,100 | 1,085 | 0.09% | — | 231 | +30,100 | New | Q4 2025 | Feb 13, 2026 |
| Red Door Wealth Management, LLC | History | No change | 30,000 | 1,081 | 0.11% | 0.13% | 232 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 29,617 | 1,067 | 0.02% | 0.08% | 233 | -90,732 | -75.39% | Q4 2025 | Jan 28, 2026 |
| Nordwand Advisors, LLC | History | No change | 29,600 | 1,067 | 0.19% | 0.19% | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brevan Howard Capital Management LP | History | New | 29,449 | 1,061 | 0.01% | — | 235 | +29,449 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 29,099 | 1,049 | 0.01% | 0.01% | 236 | -1,432 | -4.69% | Q4 2025 | Jan 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 28,899 | 1,041 | 0.0% | — | 237 | +28,899 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 28,756 | 1,036 | 0.0% | — | 238 | +28,756 | New | Q4 2025 | Jan 30, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 28,416 | 1,024 | 0.18% | 0.19% | 239 | +2,805 | 10.95% | Q4 2025 | Feb 03, 2026 |
| Empire Life Investments Inc. | History | Added to | 28,038 | 1,010 | 0.06% | 0.07% | 240 | +70 | 0.25% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,605 | 995 | 0.0% | 0.0% | 241 | +121 | 0.44% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 27,310 | 984 | 0.01% | — | 242 | +27,310 | New | Q4 2025 | Feb 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 27,039 | 974 | 0.05% | 0.05% | 243 | +10,581 | 64.29% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 26,766 | 964 | 0.0% | 0.0% | 244 | +8,830 | 49.23% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 26,326 | 949 | 0.08% | — | 245 | +26,326 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,062 | 939 | 0.0% | 0.01% | 246 | -158,624 | -85.89% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 25,530 | 920 | 0.01% | 0.03% | 247 | -65,261 | -71.88% | Q4 2025 | Jan 14, 2026 |
| Pensionfund Sabic | History | No change | 23,700 | 854 | 0.23% | 0.26% | 248 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 23,041 | 830 | 0.08% | 0.09% | 249 | +835 | 3.76% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,925 | 826 | 0.03% | 0.04% | 250 | -4,906 | -17.63% | Q4 2025 | Jan 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 22,838 | 823 | 0.0% | 0.0% | 251 | +2,468 | 12.12% | Q4 2025 | Feb 12, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 22,364 | 806 | 0.0% | 0.09% | 252 | -385,182 | -94.51% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 21,869 | 788 | 0.0% | 0.0% | 253 | +625 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,209 | 786 | 0.0% | 0.33% | 254 | -5,044,722 | -99.56% | Q4 2025 | Jan 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 21,432 | 772 | 0.01% | 0.02% | 255 | -10,043 | -31.91% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 21,096 | 760 | 0.01% | 0.01% | 256 | -4,232 | -16.71% | Q4 2025 | Feb 12, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 20,144 | 726 | 0.28% | 0.4% | 257 | -4,639 | -18.72% | Q4 2025 | Feb 03, 2026 |
| AIA Group Ltd | History | New | 20,128 | 725 | 0.01% | — | 258 | +20,128 | New | Q4 2025 | Feb 09, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 20,006 | 721 | 0.01% | 0.01% | 259 | -3,043 | -13.2% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 19,975 | 720 | 0.01% | 0.01% | 260 | -7,204 | -26.51% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 18,889 | 680 | 0.0% | — | 261 | +18,889 | New | Q4 2025 | Feb 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 18,660 | 672 | 0.0% | 0.0% | 262 | +1,096 | 6.24% | Q4 2025 | Feb 17, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Reduced | 18,580 | 669 | 0.05% | 0.32% | 263 | -123,290 | -86.9% | Q4 2025 | Feb 06, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 18,450 | 665 | 0.14% | 0.15% | 264 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | No change | 17,924 | 646 | 0.3% | 0.48% | 265 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 17,721 | 638 | 0.01% | 0.02% | 266 | -3,539 | -16.65% | Q4 2025 | Mar 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,511 | 631 | 0.0% | 0.0% | 267 | -3,069 | -14.91% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,375 | 626 | 0.0% | 0.0% | 268 | -984 | -5.36% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 17,171 | 619 | 0.24% | — | 269 | +17,171 | New | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 17,001 | 612 | 0.1% | 0.75% | 270 | -96,192 | -84.98% | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 16,618 | 599 | 0.02% | 0.02% | 271 | -460 | -2.69% | Q4 2025 | Feb 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 16,510 | 595 | 0.01% | 0.01% | 272 | +153 | 0.94% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 16,197 | 583 | 0.0% | 0.0% | 273 | +5,240 | 47.82% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,138 | 581 | 0.0% | 0.0% | 274 | +7,184 | 80.23% | Q4 2025 | Jan 29, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 16,104 | 580 | 0.01% | — | 275 | +16,104 | New | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 16,053 | 578 | 0.02% | 0.02% | 276 | -968 | -5.69% | Q4 2025 | Feb 13, 2026 |
| 111 Capital | History | Added to | 15,624 | 563 | 0.12% | 0.06% | 277 | +7,800 | 99.69% | Q4 2025 | Feb 11, 2026 |
| Perpetual Ltd | History | Added to | 15,507 | 559 | 0.01% | 0.01% | 278 | +859 | 5.86% | Q4 2025 | Jan 20, 2026 |
| Vanderbilt University | History | New | 15,399 | 555 | 0.09% | — | 279 | +15,399 | New | Q4 2025 | Jan 21, 2026 |
| Cooper Financial Group | History | Added to | 14,937 | 538 | 0.06% | 0.07% | 280 | +219 | 1.49% | Q4 2025 | Jan 08, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 14,818 | 534 | 0.02% | 0.08% | 281 | -39,983 | -72.96% | Q4 2025 | Jan 14, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 14,776 | 532 | 0.16% | 0.17% | 282 | +551 | 3.87% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 14,365 | 517 | 0.01% | 0.01% | 283 | +2,650 | 22.62% | Q4 2025 | Feb 12, 2026 |
| WINMILL & CO. INC | History | No change | 14,000 | 504 | 0.13% | 0.14% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | History | Reduced | 13,628 | 491 | 0.24% | 0.28% | 285 | -184 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 13,466 | 485 | 0.01% | 0.04% | 286 | -29,648 | -68.77% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,427 | 484 | 0.01% | — | 287 | +13,427 | New | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | Added to | 13,358 | 481 | 0.01% | 0.01% | 288 | +3,589 | 36.74% | Q4 2025 | Feb 09, 2026 |
| Mirador Capital Partners LP | History | Added to | 13,264 | 478 | 0.07% | 0.08% | 289 | +12 | 0.09% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,197 | 476 | 0.0% | 0.0% | 290 | -44,638 | -77.18% | Q4 2025 | Feb 10, 2026 |
| MQS Management LLC | History | Reduced | 12,975 | 467 | 0.28% | 0.31% | 291 | -190 | -1.44% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,960 | 467 | 0.01% | 0.01% | 292 | -165 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 12,070 | 435 | 0.16% | 0.14% | 293 | +2,902 | 31.65% | Q4 2025 | Jan 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,642 | 419 | 0.01% | 0.01% | 294 | -560 | -4.59% | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,492 | 414 | 0.0% | 0.0% | 295 | -24,300 | -67.89% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,415 | 411 | 0.01% | 0.01% | 297 | +3,908 | 52.06% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | No change | 11,408 | 411 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11,389 | 410 | 0.01% | 0.02% | 298 | -6,642 | -36.84% | Q4 2025 | Feb 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 11,211 | 404 | 0.04% | 0.14% | 299 | -21,502 | -65.73% | Q4 2025 | Jan 20, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 10,423 | 391 | 0.05% | 0.04% | 300 | +3,081 | 41.96% | Q4 2025 | Feb 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,727 | 386 | 0.0% | — | 301 | +10,727 | New | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,696 | 385 | 0.0% | — | 302 | +10,696 | New | Q4 2025 | Feb 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,457 | 376 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Norinchukin Bank, The | History | Reduced | 10,426 | 375 | 0.0% | 0.01% | 304 | -351 | -3.26% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,300 | 371 | 0.0% | 0.0% | 305 | -41,656 | -80.18% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 10,270 | 370 | 0.21% | — | 306 | +10,270 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | Added to | 10,283 | 370 | 0.09% | 0.09% | 307 | +4,893 | 90.78% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 10,247 | 369 | 0.01% | — | 308 | +10,247 | New | Q4 2025 | Feb 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 10,207 | 367 | 0.05% | 0.3% | 309 | -49,918 | -83.02% | Q4 2025 | Jan 29, 2026 |
| Polymer Capital Management (US) LLC | History | New | 10,150 | 365 | 0.04% | — | 310 | +10,150 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 10,095 | 364 | 0.08% | 0.04% | 311 | +4,388 | 76.89% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,009 | 360 | 0.0% | 0.0% | 312 | -6,730 | -40.21% | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Added to | 9,975 | 359 | 0.02% | 0.02% | 314 | +153 | 1.56% | Q4 2025 | Feb 10, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 9,950 | 359 | 0.44% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,692 | 349 | 0.0% | 0.0% | 315 | -3,863 | -28.5% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 9,634 | 347 | 0.05% | — | 316 | +9,634 | New | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,170 | 330 | 0.0% | 0.0% | 317 | -1,703 | -15.66% | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,145 | 329 | 0.0% | 0.0% | 318 | -554 | -5.71% | Q4 2025 | Feb 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 8,572 | 309 | 0.0% | 0.0% | 319 | -248 | -2.81% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | New | 8,357 | 301 | 0.01% | — | 320 | +8,357 | New | Q4 2025 | Jan 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 8,209 | 295 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 8,164 | 294 | 0.0% | 0.0% | 322 | -4,552 | -35.8% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,049 | 290 | 0.0% | 0.0% | 323 | -11,267 | -58.33% | Q4 2025 | Feb 11, 2026 |
| North Dakota State Investment Board | History | New | 8,023 | 289 | 0.01% | — | 325 | +8,023 | New | Q4 2025 | Feb 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 8,022 | 289 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 7,764 | 280 | 0.0% | — | 326 | +7,764 | New | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | New | 7,599 | 273 | 0.14% | — | 327 | +7,599 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 7,133 | 257 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,711 | 256 | 0.01% | 0.01% | 329 | -4,571 | -40.52% | Q4 2025 | Jan 28, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 7,020 | 253 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | New | 6,800 | 245 | 0.01% | — | 331 | +6,800 | New | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 6,747 | 243 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,695 | 241 | 0.01% | 0.01% | 333 | -253 | -3.64% | Q4 2025 | Jan 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,665 | 240 | 0.0% | 0.0% | 334 | +1,672 | 33.49% | Q4 2025 | Jan 26, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,571 | 236 | 0.02% | 0.02% | 335 | +1,508 | 29.78% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 6,363 | 228 | 0.01% | — | 336 | +6,363 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | New | 6,268 | 225 | 0.0% | — | 337 | +6,268 | New | Q4 2025 | Feb 03, 2026 |
| M&G Plc | History | New | 6,264 | 225 | 0.0% | — | 338 | +6,264 | New | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | No change | 6,134 | 221 | 0.1% | 0.1% | 339 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,068 | 218 | 0.09% | 0.1% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 5,950 | 214 | 0.13% | 0.15% | 341 | +150 | 2.59% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,853 | 211 | 0.0% | 0.0% | 343 | -933 | -13.75% | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Added to | 5,876 | 211 | 0.01% | 0.01% | 342 | +14 | 0.24% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 5,549 | 201 | 0.0% | 0.0% | 344 | +3,460 | 165.63% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 5,595 | 201 | 0.01% | 0.02% | 345 | -412 | -6.86% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,161 | 186 | 0.0% | 0.0% | 346 | +1,121 | 27.75% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,815 | 174 | 0.01% | 0.0% | 347 | +3,608 | 298.92% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,594 | 165 | 0.0% | 0.0% | 348 | -3,264 | -41.54% | Q4 2025 | Feb 10, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 4,550 | 164 | 0.04% | 0.05% | 349 | +241 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 4,120 | 146 | 0.0% | — | 351 | +4,120 | New | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 4,040 | 146 | 0.0% | 0.0% | 350 | -1,572 | -28.01% | Q4 2025 | Jan 26, 2026 |
| Inspire Investing, LLC | History | New | 3,902 | 140 | 0.01% | — | 352 | +3,902 | New | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,778 | 136 | 0.0% | 0.0% | 353 | -35 | -0.92% | Q4 2025 | Jan 27, 2026 |
| Quarry LP | History | Added to | 3,252 | 117 | 0.02% | 0.01% | 354 | +2,681 | 469.53% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 3,241 | 116 | 0.0% | 0.0% | 355 | +1,336 | 70.13% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Reduced | 2,816 | 101 | 0.0% | 0.0% | 356 | -805 | -22.23% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,612 | 94 | 0.02% | 0.01% | 357 | +2,241 | 604.04% | Q4 2025 | Mar 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,533 | 91 | 0.0% | 0.01% | 358 | -5,804 | -69.62% | Q4 2025 | Feb 05, 2026 |
| DANSKE BANK A/S | History | Reduced | 2,400 | 86 | 0.0% | 0.0% | 359 | -16,521 | -87.32% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,367 | 85 | 0.0% | 0.02% | 360 | -13,820 | -85.38% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,319 | 83 | 0.0% | 0.0% | 361 | +335 | 16.89% | Q4 2025 | Feb 02, 2026 |
| Employees Retirement System of Texas | History | No change | 2,301 | 83 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 2,295 | 82 | 0.04% | 0.03% | 363 | +744 | 47.97% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,204 | 79 | 0.0% | 0.0% | 364 | +295 | 15.45% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,150 | 77 | 0.0% | 0.0% | 365 | +889 | 70.5% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,957 | 70 | 0.0% | 0.0% | 366 | -151 | -7.16% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 1,930 | 69 | 0.0% | 0.01% | 368 | -13,887 | -87.8% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,923 | 69 | 0.0% | 0.0% | 367 | +122 | 6.77% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,729 | 62 | 0.0% | 0.0% | 369 | +1,081 | 166.82% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,713 | 61 | 0.0% | 0.0% | 370 | -2,217 | -56.41% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,491 | 53 | 0.0% | 0.01% | 371 | -12,385 | -89.25% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,462 | 52 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,228 | 44 | 0.0% | 0.01% | 373 | -1,491 | -54.84% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,208 | 43 | 0.0% | 0.0% | 374 | +608 | 101.33% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,213 | 43 | 0.0% | 0.0% | 375 | +591 | 95.02% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,094 | 42 | 0.0% | — | 376 | +1,094 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,093 | 39 | 0.0% | — | 377 | +1,093 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,041 | 37 | 0.0% | 0.0% | 378 | -1,255 | -54.66% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 995 | 35 | 0.0% | 0.0% | 379 | +18 | 1.84% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 889 | 32 | 0.0% | 0.0% | 380 | -1,074 | -54.71% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 819 | 29 | 0.0% | 0.01% | 381 | -1,625,498 | -99.95% | Q4 2025 | Feb 13, 2026 |
| Wiser Advisor Group LLC | History | Added to | 693 | 24 | 0.03% | 0.03% | 382 | +9 | 1.32% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 578 | 20 | 0.0% | 0.0% | 383 | -830 | -58.95% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 531 | 19 | 0.0% | 0.01% | 385 | -643 | -54.77% | Q4 2025 | Jan 08, 2026 |
| Fulcrum Asset Management LLP | History | No change | 548 | 19 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 514 | 18 | 0.0% | 0.0% | 386 | +47 | 10.06% | Q4 2025 | Feb 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 478 | 17 | 0.0% | 0.0% | 387 | -228 | -32.29% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 450 | 16 | 0.01% | 0.03% | 390 | -1,816 | -80.14% | Q4 2025 | Jan 09, 2026 |
| ASSETMARK, INC | History | Reduced | 459 | 16 | 0.0% | 0.0% | 388 | -236 | -33.96% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 466 | 16 | 0.0% | 0.0% | 389 | +15 | 3.33% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | Reduced | 440 | 15 | 0.0% | 0.0% | 392 | -7 | -1.57% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 417 | 15 | 0.0% | 0.0% | 391 | +6 | 1.46% | Q4 2025 | Feb 18, 2026 |
| Bank of New Hampshire | History | New | 415 | 14 | 0.0% | — | 395 | +415 | New | Q4 2025 | Mar 16, 2026 |
| Triumph Capital Management | History | New | 400 | 14 | 0.0% | — | 394 | +400 | New | Q4 2025 | Feb 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 400 | 14 | 0.0% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 358 | 13 | 0.0% | 0.0% | 396 | -3,405 | -90.49% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 355 | 12 | 0.0% | 0.0% | 397 | +151 | 74.02% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 360 | 12 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 310 | 11 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Reduced | 300 | 10 | 0.0% | 0.0% | 400 | -8 | -2.6% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 269 | 9 | 0.0% | 0.0% | 401 | +78 | 40.84% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 256 | 9 | 0.0% | 0.0% | 402 | -4 | -1.54% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 237 | 8 | 0.0% | 0.0% | 405 | -14 | -5.58% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Added to | 232 | 8 | 0.0% | 0.0% | 403 | +12 | 5.45% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | No change | 236 | 8 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 197 | 7 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Advisors | History | No change | 200 | 7 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gould Capital, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 193 | 6 | 0.0% | 0.0% | 411 | -216 | -52.81% | Q4 2025 | Jan 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 172 | 6 | 0.0% | 0.0% | 409 | +82 | 91.11% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 176 | 6 | 0.0% | 0.0% | 412 | +28 | 18.92% | Q4 2025 | Feb 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 184 | 6 | 0.0% | 0.0% | 410 | -4 | -2.13% | Q4 2025 | Feb 06, 2026 |
| Roxbury Financial LLC | History | Added to | 187 | 6 | 0.01% | 0.01% | 413 | +2 | 1.08% | Q4 2025 | Jan 05, 2026 |
| SouthState Bank Corp | History | Added to | 165 | 5 | 0.0% | 0.0% | 414 | +116 | 236.73% | Q4 2025 | Feb 11, 2026 |
| Red Tortoise LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | New | 131 | 4 | 0.0% | — | 418 | +131 | New | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | New | 117 | 4 | 0.0% | — | 417 | +117 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 135 | 4 | 0.0% | 0.0% | 416 | +29 | 27.36% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Reduced | 70 | 3 | 0.0% | 0.0% | 419 | -442 | -86.33% | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | New | 106 | 3 | 0.0% | — | 423 | +106 | New | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Reduced | 109 | 3 | 0.0% | 0.0% | 421 | -56 | -33.94% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ares Financial Consulting, LLC | History | New | 66 | 2 | 0.0% | — | 429 | +66 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | New | 63 | 2 | 0.0% | — | 427 | +63 | New | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 426 | -1 | -1.32% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | No change | 71 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Archer Investment Corp | History | No change | 80 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 55 | 1 | 0.0% | 0.01% | 436 | -750 | -93.17% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 40 | 1 | 0.0% | 0.0% | 438 | -60 | -60.0% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 48 | 1 | 0.0% | — | 440 | +48 | New | Q4 2025 | Feb 19, 2026 |
| ORG Partners LLC | History | New | 47 | 1 | 0.0% | — | 437 | +47 | New | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 45 | 1 | 0.0% | — | 432 | +45 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 30 | 1 | 0.0% | — | 435 | +30 | New | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 42 | 1 | 0.0% | — | 434 | +29 | 223.08% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 28 | 1 | 0.0% | — | 439 | +28 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 38 | 1 | 0.0% | 0.0% | 433 | -26 | -40.63% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 49 | 1 | 0.0% | 0.0% | 430 | +14 | 40.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -252,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -68,374 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,089 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,645 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -32,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -30,752 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,067 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.17% | — | -22,900 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.14% | — | -22,083 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.4% | — | -20,658 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -18,306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -17,578 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,225 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,197 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.02% | — | -14,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,884 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,425 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,035 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,484 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -8,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,479 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,250 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,665 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,195 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,914 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,770 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,701 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,684 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,541 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,421 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meiji Yasuda Asset Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,216 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -5,203 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Machina Capital S.A.S. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,158 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -5,040 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PACIFIC SUN FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -5,022 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,995 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,992 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -4,980 | -100.0% | Q3 2025 | Jan 23, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -4,955 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,656 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,288 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,781 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SYNTAX RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,750 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,039 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -663 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -381 | -100.0% | Q3 2025 | Oct 08, 2025 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -293 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Star Investment Management Corp. | History | Reduced | 14 | 0 | — | 0.0% | — | -286 | -95.33% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 02, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sachetta, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -56 | -71.79% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Copeland Capital Management, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -34 | -94.44% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Golden State Wealth Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 9 | 0 | — | — | — | -14 | -60.87% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Avion Wealth | History | Reduced | 13 | 0 | — | 0.0% | — | -13 | -50.0% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 9 | 0 | — | — | — | -13 | -59.09% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cromwell Holdings LLC | History | Reduced | 9 | 0 | — | — | — | -9 | -50.0% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Reduced | 6 | 0 | — | — | — | -7 | -53.85% | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q4 2025 | Jan 28, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Feb 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Operose Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |