COUSINS PROPERTIES INC - CUZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 24,962,763 | 643,540 | 0.01% | 0.01% | 1 | -163,372 | -0.65% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 24,219,770 | 624,385 | 0.01% | 0.01% | 2 | +396,073 | 1.66% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 12,890,208 | 332,310 | 0.17% | 0.18% | 3 | +419,911 | 3.37% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 8,332,353 | 214,808 | 0.01% | 0.01% | 4 | -160,555 | -1.89% | Q4 2025 | Feb 13, 2026 |
| APG Asset Management US Inc. | History | Reduced | 7,395,125 | 190,646 | 1.49% | 1.64% | 5 | -273,401 | -3.57% | Q4 2025 | Feb 12, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 5,847,176 | 150,740 | 1.49% | 1.65% | 6 | +179,036 | 3.16% | Q4 2025 | Feb 12, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 5,175,415 | 133,422 | 0.38% | 0.11% | 7 | +3,909,740 | 308.91% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,975,487 | 102,488 | 0.02% | 0.01% | 8 | +2,469,592 | 163.99% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,448,764 | 88,923 | 0.01% | 0.01% | 9 | +47,633 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 3,301,552 | 85,114 | 0.01% | 0.01% | 10 | +131,166 | 4.14% | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 3,151,112 | 81,235 | 0.03% | 0.03% | 11 | -333,185 | -9.56% | Q4 2025 | Jan 22, 2026 |
| Resolution Capital Ltd | History | Reduced | 3,013,820 | 77,696 | 1.72% | 2.57% | 12 | -1,552,017 | -33.99% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,822,955 | 72,775 | 0.01% | 0.01% | 13 | +122,850 | 4.55% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,699,196 | 69,585 | 0.01% | 0.01% | 14 | +891,874 | 49.35% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 2,665,996 | 68,729 | 0.04% | 0.04% | 15 | +11,952 | 0.45% | Q4 2025 | Jan 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,455,748 | 63,310 | 0.01% | 0.02% | 16 | +26,791 | 1.1% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,117,159 | 54,580 | 0.0% | 0.0% | 17 | -119,954 | -5.36% | Q4 2025 | Feb 11, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 2,091,727 | 53,924 | 0.61% | 0.59% | 18 | +278,414 | 15.35% | Q4 2025 | Jan 26, 2026 |
| NORGES BANK | History | New | 2,058,302 | 53,063 | 0.01% | — | 19 | +2,058,302 | New | Q4 2025 | Feb 10, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,935,048 | 49,885 | 0.08% | 0.09% | 20 | +15,747 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 1,819,547 | 46,907 | 0.15% | 0.32% | 21 | -1,496,099 | -45.12% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,542,384 | 39,762 | 0.02% | 0.0% | 22 | +1,400,164 | 984.51% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,474,068 | 38,001 | 0.01% | 0.01% | 23 | +184,972 | 14.35% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 1,253,338 | 32,311 | 0.01% | 0.01% | 24 | +107,284 | 9.36% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,217,118 | 31,377 | 0.01% | 0.01% | 25 | -35,646 | -2.85% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,204,316 | 31,047 | 0.04% | 0.06% | 26 | +446,825 | 58.99% | Q4 2025 | Feb 13, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Added to | 1,128,612 | 29,095 | 2.05% | 1.96% | 28 | +135,631 | 13.66% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,128,604 | 29,095 | 0.06% | 0.07% | 27 | -11,300 | -0.99% | Q4 2025 | Feb 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,052,867 | 27,427 | 0.02% | — | 29 | +1,052,867 | New | Q4 2025 | Feb 13, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 1,002,576 | 25,846 | 1.88% | 2.03% | 30 | +4,043 | 0.4% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 957,666 | 24,688 | 0.01% | 0.01% | 31 | +2,590 | 0.27% | Q4 2025 | Feb 17, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 941,187 | 24,263 | 0.36% | 0.48% | 32 | -230,234 | -19.65% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 924,005 | 23,820 | 0.0% | 0.01% | 33 | -594,434 | -39.15% | Q4 2025 | Mar 25, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 880,249 | 22,692 | 0.68% | 0.57% | 34 | +225,114 | 34.36% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 872,676 | 22,497 | 0.67% | 0.77% | 35 | -104,590 | -10.7% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Reduced | 858,328 | 22,127 | 0.09% | 0.14% | 36 | -155,532 | -15.34% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 820,067 | 21,141 | 0.0% | 0.0% | 37 | -186,405 | -18.52% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 795,843 | 20,519 | 0.01% | 0.01% | 38 | +96,808 | 13.85% | Q4 2025 | Mar 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 785,170 | 20,241 | 0.01% | 0.01% | 39 | -22,508 | -2.79% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 780,994 | 20,134 | 0.02% | 0.01% | 40 | +525,194 | 205.31% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 772,216 | 19,907 | 0.04% | 0.06% | 41 | -30,416 | -3.79% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 756,980 | 19,514 | 0.03% | 0.02% | 42 | +244,937 | 47.84% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 702,519 | 18,212 | 0.02% | 0.02% | 43 | -65,444 | -8.52% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 687,745 | 17,730 | 0.0% | 0.0% | 44 | -20,162 | -2.85% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 567,046 | 14,618 | 0.0% | 0.0% | 45 | -268,920 | -32.17% | Q4 2025 | Jan 29, 2026 |
| Apollo Management Holdings, L.P. | History | New | 553,678 | 14,273 | 0.12% | — | 46 | +553,678 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 544,817 | 14,045 | 0.0% | 0.01% | 47 | -57,573 | -9.56% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 538,666 | 13,595 | 0.04% | 0.05% | 48 | +41,349 | 8.31% | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 522,715 | 13,475 | 0.01% | 0.02% | 49 | -399,954 | -43.35% | Q4 2025 | Feb 13, 2026 |
| DAVIS SELECTED ADVISERS | History | Reduced | 499,615 | 12,880 | 0.06% | 0.08% | 50 | -12,740 | -2.49% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 486,830 | 12,550 | 0.0% | 0.01% | 51 | -4,195 | -0.85% | Q4 2025 | Feb 09, 2026 |
| Swedbank AB | History | No change | 477,503 | 12,310 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Added to | 474,976 | 12,244 | 0.05% | 0.04% | 53 | +74,207 | 18.52% | Q4 2025 | Feb 02, 2026 |
| ALGEBRIS (UK) LTD | History | New | 473,337 | 12,208 | 0.97% | — | 54 | +473,337 | New | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 450,591 | 11,616 | 0.01% | 0.01% | 55 | -11,975 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 419,351 | 10,878 | 0.02% | 0.02% | 56 | +16,635 | 4.13% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 420,261 | 10,834 | 0.17% | 0.19% | 57 | +13,024 | 3.2% | Q4 2025 | Jan 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 415,307 | 10,706 | 0.01% | 0.02% | 58 | -116 | -0.03% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 394,746 | 10,176 | 0.01% | 0.01% | 59 | +13,418 | 3.52% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 380,150 | 9,800 | 0.0% | 0.0% | 60 | +16,372 | 4.5% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 371,528 | 9,577 | 0.2% | — | 61 | +371,528 | New | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 368,328 | 9,497 | 0.02% | 0.02% | 62 | -13,650 | -3.57% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 344,908 | 8,891 | 0.01% | 0.03% | 63 | -560,923 | -61.92% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 342,740 | 8,835 | 0.02% | 0.01% | 64 | +260,402 | 316.26% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 337,439 | 8,699 | 0.02% | 0.02% | 65 | +3,612 | 1.08% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 331,133 | 8,536 | 0.01% | 0.01% | 66 | +5,600 | 1.72% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 329,884 | 8,504 | 0.02% | 0.01% | 67 | +75,082 | 29.47% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 322,590 | 8,316 | 0.05% | 0.06% | 68 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 295,068 | 7,606 | 0.0% | 0.01% | 69 | +2,146 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 288,707 | 7,442 | 0.0% | 0.0% | 70 | -102,257 | -26.16% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 286,147 | 7,376 | 0.0% | 0.01% | 71 | -204,492 | -41.68% | Q4 2025 | Feb 13, 2026 |
| Adelante Capital Management LLC | History | Reduced | 285,108 | 7,350 | 0.5% | 0.56% | 72 | -4,095 | -1.42% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 282,705 | 7,288 | 0.02% | 0.03% | 73 | -9,376 | -3.21% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 270,471 | 6,972 | 0.0% | 0.0% | 74 | +75,924 | 39.03% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 265,735 | 6,850 | 0.0% | 0.0% | 75 | -15,893 | -5.64% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 263,720 | 6,798 | 0.0% | 0.0% | 76 | -1,376 | -0.52% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 253,841 | 6,544 | 0.02% | 0.02% | 77 | +4,080 | 1.63% | Q4 2025 | Feb 10, 2026 |
| CSM Advisors, LLC | History | Reduced | 251,889 | 6,493 | 0.18% | 0.27% | 79 | -81,761 | -24.51% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Added to | 251,880 | 6,493 | 0.07% | 0.08% | 78 | +340 | 0.14% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 251,847 | 6,492 | 0.06% | 0.02% | 80 | +173,840 | 222.85% | Q4 2025 | Feb 10, 2026 |
| MACQUARIE GROUP LTD | History | No change | 248,207 | 6,398 | 0.03% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 234,172 | 6,076 | 0.02% | 0.02% | 82 | -7,047 | -2.92% | Q4 2025 | Jan 27, 2026 |
| SummitTX Capital, L.P. | History | Added to | 228,618 | 5,893 | 0.18% | 0.27% | 83 | +754 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 220,415 | 5,683 | 0.01% | 0.01% | 84 | -119,850 | -35.22% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 214,631 | 5,533 | 0.01% | 0.02% | 85 | -322,300 | -60.03% | Q4 2025 | Feb 12, 2026 |
| B&I Capital AG | History | Reduced | 206,730 | 5,329 | 1.9% | 2.1% | 86 | -3,250 | -1.55% | Q4 2025 | Jan 26, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 204,089 | 5,261 | 0.06% | 0.07% | 87 | -14,231 | -6.52% | Q4 2025 | Feb 10, 2026 |
| Retirement Systems of Alabama | History | Reduced | 201,586 | 5,196 | 0.02% | 0.02% | 88 | -1,497 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 182,845 | 4,713 | 0.0% | 0.0% | 89 | -1,989 | -1.08% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 180,101 | 4,643 | 0.02% | 0.02% | 90 | -13,240 | -6.85% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 178,613 | 4,604 | 0.0% | 0.0% | 91 | -29,798 | -14.3% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 175,205 | 4,516 | 0.0% | 0.0% | 92 | +83,732 | 91.54% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 165,969 | 4,278 | 0.02% | 0.02% | 93 | +23,547 | 16.53% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 159,784 | 4,119 | 0.0% | 0.01% | 94 | -1,204 | -0.75% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 158,501 | 4,086 | 0.01% | — | 95 | +158,501 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 158,428 | 4,084 | 0.0% | 0.0% | 96 | -149 | -0.09% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 154,326 | 3,978 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 153,519 | 3,957 | 0.0% | 0.0% | 98 | -118,283 | -43.52% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 152,920 | 3,942 | 0.0% | 0.0% | 99 | +23,362 | 18.03% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 149,404 | 3,851 | 0.0% | 0.0% | 100 | +16,621 | 12.52% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 148,291 | 3,823 | 0.01% | 0.01% | 101 | -17,712 | -10.67% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 147,574 | 3,804 | 0.01% | 0.01% | 102 | -42,276 | -22.27% | Q4 2025 | Feb 05, 2026 |
| TCW GROUP INC | History | Reduced | 144,991 | 3,737 | 0.03% | 0.05% | 103 | -64,029 | -30.63% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 132,085 | 3,423 | 0.0% | 0.0% | 104 | +6,708 | 5.35% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 129,491 | 3,339 | 0.0% | 0.0% | 105 | +6,859 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Expect Equity LLC | History | No change | 123,351 | 3,179 | 3.07% | 3.49% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 122,623 | 3,161 | 0.01% | 0.01% | 107 | +11,081 | 9.93% | Q4 2025 | Jan 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 117,181 | 3,020 | 0.0% | — | 108 | +117,181 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 116,237 | 2,996 | 0.08% | 0.02% | 109 | +100,643 | 645.4% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 116,155 | 2,994 | 0.39% | 0.44% | 110 | -272 | -0.23% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 109,047 | 2,808 | 0.03% | 0.03% | 111 | -240 | -0.22% | Q4 2025 | Jan 23, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 98,715 | 2,544 | 0.12% | — | 112 | +98,715 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 97,662 | 2,517 | 0.0% | 0.0% | 113 | -743 | -0.76% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 96,772 | 2,494 | 0.01% | 0.01% | 114 | -1,077 | -1.1% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 92,730 | 2,390 | 0.0% | 0.0% | 115 | -2,618 | -2.75% | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 91,524 | 2,359 | 0.01% | — | 116 | +91,524 | New | Q4 2025 | Feb 04, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Added to | 91,049 | 2,347 | 0.05% | 0.05% | 117 | +11,323 | 14.2% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 90,588 | 2,335 | 0.0% | 0.0% | 118 | +5,256 | 6.16% | Q4 2025 | Feb 17, 2026 |
| Vert Asset Management LLC | History | Added to | 88,259 | 2,275 | 0.76% | 0.75% | 119 | +11,149 | 14.46% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 87,171 | 2,265 | 0.07% | — | 120 | +87,171 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 86,726 | 2,235 | 0.01% | 0.01% | 121 | -4,287 | -4.71% | Q4 2025 | Feb 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 86,506 | 2,230 | 0.08% | 0.09% | 122 | -8,357 | -8.81% | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 83,246 | 2,146 | 0.36% | — | 123 | +83,246 | New | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 82,572 | 2,128 | 0.83% | 0.45% | 124 | +43,228 | 109.87% | Q4 2025 | Jan 21, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 81,500 | 2,101 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 78,337 | 2,019 | 0.01% | 0.01% | 126 | -5,231 | -6.26% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 78,255 | 2,017 | 0.0% | 0.0% | 127 | +7,332 | 10.34% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 74,743 | 1,926 | 0.0% | 0.0% | 128 | -14,742 | -16.47% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 74,224 | 1,913 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Added to | 74,037 | 1,909 | 0.0% | 0.0% | 130 | +24,372 | 49.07% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 73,578 | 1,897 | 0.01% | 0.02% | 131 | -3,051 | -3.98% | Q4 2025 | Feb 05, 2026 |
| Paralel Advisors LLC | History | No change | 72,500 | 1,869 | 0.07% | 0.08% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 71,578 | 1,845 | 0.02% | 0.02% | 133 | -3,185 | -4.26% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 71,166 | 1,834 | 0.01% | 0.01% | 134 | -3,836 | -5.11% | Q4 2025 | Jan 29, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 70,518 | 1,828 | 0.01% | 0.01% | 135 | -4,112 | -5.51% | Q4 2025 | Feb 06, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 69,911 | 1,802 | 0.01% | 0.01% | 136 | -5,112 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 68,220 | 1,759 | 0.01% | 0.01% | 137 | +12,200 | 21.78% | Q4 2025 | Feb 06, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 67,043 | 1,728 | 0.25% | 0.11% | 138 | +40,047 | 148.34% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 64,527 | 1,663 | 0.0% | 0.0% | 139 | +942 | 1.48% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 64,143 | 1,654 | 0.01% | 0.01% | 140 | +3,133 | 5.14% | Q4 2025 | Feb 11, 2026 |
| WESTPAC BANKING CORP | History | Added to | 58,573 | 1,510 | 0.1% | 0.1% | 141 | +2,585 | 4.62% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 56,873 | 1,466 | 0.04% | 0.05% | 142 | -2,953 | -4.94% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 53,203 | 1,371 | 0.04% | 0.04% | 143 | +3,724 | 7.53% | Q4 2025 | Jan 26, 2026 |
| ExodusPoint Capital Management, LP | History | New | 53,104 | 1,369 | 0.01% | — | 144 | +53,104 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 53,013 | 1,366 | 0.01% | 0.01% | 145 | -2,429 | -4.38% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 52,027 | 1,365 | 0.01% | 0.02% | 146 | -901 | -1.7% | Q4 2025 | Jan 21, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 52,330 | 1,349 | 0.0% | 0.0% | 147 | +5,733 | 12.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 51,960 | 1,339 | 0.0% | 0.0% | 148 | -76,671 | -59.61% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 50,659 | 1,306 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 47,638 | 1,227 | 0.0% | 0.0% | 150 | +13,722 | 40.46% | Q4 2025 | Jan 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 47,604 | 1,227 | 0.0% | 0.0% | 151 | +1,724 | 3.76% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 46,946 | 1,210 | 0.01% | 0.01% | 152 | -2,741 | -5.52% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 46,500 | 1,198 | 0.02% | 0.02% | 153 | -300 | -0.64% | Q4 2025 | Jan 16, 2026 |
| Verition Fund Management LLC | History | Reduced | 46,000 | 1,185 | 0.0% | 0.03% | 154 | -209,437 | -81.99% | Q4 2025 | Feb 13, 2026 |
| Dean Capital Management | History | Added to | 45,601 | 1,175 | 0.5% | 0.25% | 155 | +23,285 | 104.34% | Q4 2025 | Feb 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 42,987 | 1,108 | 0.0% | 0.0% | 156 | -24,468 | -36.27% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 42,673 | 1,100 | 0.0% | 0.0% | 157 | -1,347 | -3.06% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 42,305 | 1,090 | 0.01% | 0.0% | 158 | +16,874 | 66.35% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 42,228 | 1,088 | 0.01% | — | 159 | +42,228 | New | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 40,980 | 1,056 | 0.01% | 0.01% | 160 | +5,195 | 14.52% | Q4 2025 | Feb 03, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 40,000 | 1,031 | 0.01% | 0.0% | 161 | +4,200 | 11.73% | Q4 2025 | Feb 09, 2026 |
| Metis Global Partners, LLC | History | Added to | 39,733 | 1,024 | 0.02% | 0.03% | 162 | +1,876 | 4.96% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 39,644 | 1,022 | 0.0% | 0.01% | 163 | -400 | -1.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,836 | 1,001 | 0.0% | 0.0% | 164 | +8,116 | 26.42% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 37,580 | 968 | 0.01% | 0.02% | 165 | +140 | 0.37% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 36,509 | 931 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pensionfund PDN | History | No change | 35,977 | 927 | 0.61% | 0.67% | 167 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 35,884 | 925 | 0.0% | 0.0% | 168 | +600 | 1.7% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Added to | 35,082 | 904 | 0.0% | 0.0% | 169 | +15,123 | 75.77% | Q4 2025 | Feb 13, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 34,310 | 884 | 0.01% | 0.01% | 170 | -13,300 | -27.94% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 33,324 | 859 | 0.01% | 0.01% | 171 | -500 | -1.48% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 33,185 | 855 | 0.0% | 0.0% | 172 | +7,779 | 30.62% | Q4 2025 | Jan 30, 2026 |
| Cullen Capital Management, LLC | History | No change | 32,647 | 841 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,443 | 811 | 0.0% | — | 174 | +31,443 | New | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 30,975 | 799 | 0.02% | 0.03% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,730 | 792 | 0.0% | 0.0% | 176 | +1,713 | 5.9% | Q4 2025 | Jan 29, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 29,385 | 757 | 0.03% | 0.04% | 177 | -5,966 | -16.88% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 28,018 | 722 | 0.0% | — | 178 | +28,018 | New | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 27,438 | 707 | 0.07% | — | 179 | +27,438 | New | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 27,256 | 702 | 0.01% | 0.01% | 180 | -7,005 | -20.45% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Added to | 27,193 | 701 | 0.01% | 0.01% | 181 | +69 | 0.25% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 26,594 | 685 | 0.01% | 0.01% | 182 | -6,484 | -19.6% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 26,491 | 683 | 0.0% | 0.0% | 183 | -10,662 | -28.7% | Q4 2025 | Jan 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 25,721 | 663 | 0.0% | 0.0% | 184 | +1,994 | 8.4% | Q4 2025 | Jan 29, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 25,641 | 661 | 0.0% | 0.0% | 185 | +987 | 4.0% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 25,349 | 653 | 0.01% | — | 186 | +25,349 | New | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 25,214 | 650 | 0.01% | — | 187 | +25,214 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 24,478 | 631 | 0.0% | 0.01% | 188 | -7,053 | -22.37% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 24,323 | 627 | 0.01% | 0.01% | 190 | -5,186 | -17.57% | Q4 2025 | Feb 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,356 | 627 | 0.0% | 0.0% | 189 | +266 | 1.1% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,106 | 621 | 0.01% | 0.01% | 191 | +1,422 | 6.27% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 24,064 | 620 | 0.05% | 0.04% | 192 | +10,091 | 72.22% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 23,540 | 606 | 0.0% | 0.0% | 193 | -2,114 | -8.24% | Q4 2025 | Feb 11, 2026 |
| Pensionfund Sabic | History | No change | 23,400 | 603 | 0.16% | 0.18% | 194 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 23,034 | 593 | 0.0% | 0.0% | 195 | +6,930 | 43.03% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,616 | 583 | 0.01% | 0.02% | 196 | -1,610 | -6.65% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 22,329 | 575 | 0.0% | — | 197 | +22,329 | New | Q4 2025 | Feb 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 21,967 | 566 | 0.09% | 0.26% | 198 | -36,251 | -62.27% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 21,825 | 562 | 0.0% | 0.0% | 199 | -19,928 | -47.73% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 21,169 | 545 | 0.01% | 0.01% | 200 | -446 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 20,087 | 517 | 0.0% | 0.0% | 201 | -15,015 | -42.78% | Q4 2025 | Feb 24, 2026 |
| Focus Partners Wealth | History | New | 19,943 | 514 | 0.0% | — | 202 | +19,943 | New | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 19,496 | 502 | 0.03% | 0.03% | 203 | +6 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 19,282 | 500 | 0.02% | — | 204 | +19,282 | New | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 19,221 | 495 | 0.03% | 0.04% | 205 | -1,340 | -6.52% | Q4 2025 | Feb 03, 2026 |
| MQS Management LLC | History | Reduced | 19,009 | 490 | 0.29% | 0.52% | 206 | -11,825 | -38.35% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 18,779 | 484 | 0.0% | 0.0% | 207 | +5,274 | 39.05% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 18,802 | 484 | 0.02% | 0.02% | 208 | +4,023 | 27.22% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 18,399 | 474 | 0.0% | — | 209 | +18,399 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,967 | 469 | 0.0% | 0.0% | 210 | +11,738 | 95.98% | Q4 2025 | Mar 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,907 | 461 | 0.0% | 0.0% | 211 | -17,237 | -49.05% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 17,375 | 448 | 0.01% | 0.0% | 212 | +14,723 | 555.17% | Q4 2025 | Feb 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 15,420 | 397 | 0.01% | 0.01% | 213 | +3,418 | 28.48% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,015 | 387 | 0.0% | 0.0% | 214 | -3,627 | -19.46% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,911 | 384 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 14,568 | 375 | 0.02% | 0.02% | 216 | +1,202 | 8.99% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 14,006 | 361 | 0.01% | 0.0% | 217 | +11,249 | 408.02% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 13,910 | 358 | 0.24% | 0.3% | 218 | -1,218 | -8.05% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 13,729 | 353 | 0.0% | 0.0% | 219 | -3,584 | -20.7% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,683 | 352 | 0.01% | 0.02% | 220 | -6,450 | -32.04% | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 13,622 | 351 | 0.04% | 0.04% | 221 | -267 | -1.92% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 13,506 | 348 | 0.0% | 0.01% | 222 | -97,063 | -87.79% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 13,471 | 347 | 0.0% | 0.0% | 224 | +2,895 | 27.37% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 13,474 | 347 | 0.01% | 0.01% | 223 | +321 | 2.44% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 13,381 | 344 | 0.0% | — | 225 | +13,381 | New | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 13,272 | 342 | 0.01% | 0.01% | 226 | -706 | -5.05% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 13,074 | 337 | 0.0% | — | 227 | +13,074 | New | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 12,600 | 324 | 0.0% | — | 228 | +12,600 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,026 | 318 | 0.0% | 0.0% | 229 | +3,108 | 34.85% | Q4 2025 | Jan 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 12,240 | 315 | 0.01% | 0.01% | 230 | -339 | -2.69% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12,076 | 311 | 0.01% | 0.01% | 231 | -4,272 | -26.13% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,875 | 306 | 0.0% | 0.0% | 232 | -50 | -0.42% | Q4 2025 | Feb 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 11,566 | 298 | 0.0% | 0.0% | 233 | +2,936 | 34.02% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,024 | 284 | 0.01% | 0.01% | 234 | -986 | -8.21% | Q4 2025 | Jan 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 10,973 | 282 | 0.0% | — | 235 | +10,973 | New | Q4 2025 | Feb 17, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 10,866 | 280 | 0.08% | 0.09% | 236 | +405 | 3.87% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 10,832 | 279 | 0.0% | 0.0% | 237 | +2,123 | 24.38% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,787 | 278 | 0.0% | 0.0% | 238 | +10,171 | 1651.14% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 10,759 | 277 | 0.0% | 0.01% | 239 | -7,088 | -39.72% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 10,363 | 267 | 0.0% | 0.0% | 240 | -5,906 | -36.3% | Q4 2025 | Feb 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 10,300 | 265 | 0.02% | 0.03% | 241 | -5,700 | -35.63% | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | New | 10,081 | 259 | 0.04% | — | 242 | +10,081 | New | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,046 | 258 | 0.0% | 0.0% | 243 | -181,506 | -94.76% | Q4 2025 | Feb 12, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | New | 9,720 | 250 | 0.02% | — | 244 | +9,720 | New | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,553 | 246 | 0.0% | 0.0% | 245 | -42 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Neo Ivy Capital Management | History | New | 9,326 | 240 | 0.04% | — | 246 | +9,326 | New | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | Reduced | 8,979 | 231 | 0.06% | 0.23% | 248 | -24,012 | -72.78% | Q4 2025 | Feb 11, 2026 |
| Sagewood Asset Management LP | History | New | 8,991 | 231 | 0.08% | — | 247 | +8,991 | New | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 8,948 | 230 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 8,755 | 225 | 0.12% | 0.15% | 250 | -250 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 8,720 | 224 | 0.0% | 0.02% | 251 | -50,096 | -85.17% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,652 | 223 | 0.0% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Resource Group | History | No change | 8,536 | 220 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,475 | 218 | 0.0% | 0.0% | 254 | -21,343 | -71.58% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 8,209 | 214 | 0.01% | — | 255 | +8,209 | New | Q4 2025 | Jan 28, 2026 |
| Kera Capital Partners, Inc. | History | New | 8,264 | 208 | 0.03% | — | 256 | +8,264 | New | Q4 2025 | Feb 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,090 | 182 | 0.0% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,755 | 174 | 0.0% | 0.0% | 258 | +797 | 13.38% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,700 | 172 | 0.0% | 0.0% | 259 | +6,392 | 2075.32% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,627 | 170 | 0.0% | 0.0% | 260 | +191 | 2.97% | Q4 2025 | Feb 12, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 6,500 | 167 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Added to | 6,119 | 157 | 0.0% | 0.0% | 262 | +338 | 5.85% | Q4 2025 | Jan 23, 2026 |
| EMC Capital Management | History | Reduced | 5,832 | 150 | 0.07% | 0.09% | 263 | -1,029 | -15.0% | Q4 2025 | Mar 09, 2026 |
| AlphaQuest LLC | History | Added to | 5,626 | 145 | 0.01% | 0.01% | 265 | +1,243 | 28.36% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,640 | 145 | 0.0% | 0.0% | 264 | +364 | 6.9% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 5,357 | 138 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,006 | 129 | 0.0% | 0.0% | 267 | -3,660 | -42.23% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,910 | 126 | 0.0% | 0.0% | 268 | +1,232 | 33.5% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,432 | 114 | 0.01% | 0.02% | 269 | -294 | -6.22% | Q4 2025 | Jan 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 4,043 | 104 | 0.01% | 0.0% | 270 | +3,547 | 715.12% | Q4 2025 | Feb 11, 2026 |
| FIL Ltd | History | Reduced | 3,792 | 97 | 0.0% | 0.0% | 271 | -1,178 | -23.7% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,344 | 86 | 0.01% | 0.01% | 272 | -178 | -5.05% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,303 | 85 | 0.0% | 0.0% | 273 | +2,291 | 226.38% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,090 | 79 | 0.0% | — | 274 | +3,090 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 3,090 | 78 | 0.0% | 0.01% | 275 | -34,957 | -91.88% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 2,788 | 72 | 0.0% | 0.0% | 276 | -341 | -10.9% | Q4 2025 | Jan 26, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,783 | 71 | 0.0% | 0.0% | 277 | -49 | -1.73% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,722 | 70 | 0.0% | 0.0% | 278 | -55 | -1.98% | Q4 2025 | Jan 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 2,693 | 69 | 0.03% | 0.04% | 279 | +15 | 0.56% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,634 | 67 | 0.0% | 0.0% | 280 | +526 | 24.95% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | New | 2,370 | 61 | 0.01% | — | 281 | +2,370 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,944 | 50 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,903 | 49 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | New | 1,876 | 48 | 0.0% | — | 285 | +1,876 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,872 | 48 | 0.0% | 0.0% | 284 | +56 | 3.08% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,803 | 46 | 0.0% | 0.0% | 287 | +1,150 | 176.11% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 1,800 | 46 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,513 | 39 | 0.0% | 0.0% | 288 | +223 | 17.29% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,482 | 38 | 0.0% | 0.0% | 290 | -3,976 | -72.85% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | New | 1,495 | 38 | 0.0% | — | 289 | +1,495 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,332 | 34 | 0.0% | 0.0% | 291 | +306 | 29.82% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,282 | 33 | 0.0% | 0.0% | 292 | -29 | -2.21% | Q4 2025 | Feb 09, 2026 |
| BankPlus Trust Department | History | No change | 1,269 | 32 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 1,239 | 31 | 0.01% | 0.14% | 295 | -8,446 | -87.21% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,232 | 31 | 0.0% | 0.0% | 294 | +692 | 128.15% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,167 | 30 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 1,050 | 27 | 0.0% | 0.0% | 297 | -5 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 990 | 25 | 0.0% | 0.0% | 298 | -13 | -1.3% | Q4 2025 | Feb 24, 2026 |
| Quent Capital, LLC | History | Added to | 877 | 22 | 0.0% | 0.0% | 301 | +110 | 14.34% | Q4 2025 | Jan 29, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 853 | 22 | 0.01% | 0.01% | 299 | +10 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 870 | 22 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smithfield Trust Co | History | No change | 800 | 21 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 818 | 21 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 727 | 18 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 693 | 17 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 637 | 16 | 0.0% | 0.0% | 306 | -1,635 | -71.96% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 648 | 16 | 0.0% | 0.0% | 307 | -250 | -27.84% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 614 | 15 | 0.0% | 0.0% | 308 | -8 | -1.29% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 561 | 14 | 0.0% | — | 309 | +561 | New | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 580 | 14 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 463 | 12 | 0.0% | 0.0% | 312 | -11 | -2.32% | Q4 2025 | Jan 26, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 479 | 12 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 426 | 10 | 0.0% | 0.0% | 313 | -32 | -6.99% | Q4 2025 | Jan 07, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 370 | 9 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 325 | 8 | 0.0% | 0.0% | 316 | +42 | 14.84% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 320 | 8 | 0.0% | 0.0% | 317 | +1 | 0.31% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 295 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 300 | 7 | 0.0% | — | 318 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 277 | 7 | 0.0% | 0.0% | 319 | -1 | -0.36% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 252 | 6 | 0.0% | 0.0% | 321 | -37 | -12.8% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 270 | 6 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 231 | 5 | 0.0% | — | 322 | +231 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | New | 184 | 4 | 0.0% | — | 326 | +184 | New | Q4 2025 | Feb 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 177 | 4 | 0.0% | — | 324 | +177 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 167 | 4 | 0.0% | 0.0% | 323 | +47 | 39.17% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | New | 138 | 3 | 0.0% | — | 328 | +138 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 145 | 3 | 0.0% | 0.0% | 331 | +62 | 74.7% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 141 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beacon Capital Management, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 108 | 2 | 0.0% | — | 333 | +108 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 80 | 2 | 0.0% | — | 336 | +80 | New | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 78 | 2 | 0.0% | — | 332 | +78 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 109 | 2 | 0.0% | 0.0% | 335 | +1 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 74 | 1 | 0.0% | 0.0% | 343 | -322 | -81.31% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 56 | 1 | 0.0% | — | 344 | +56 | New | Q4 2025 | Feb 09, 2026 |
| TORONTO DOMINION BANK | History | New | 50 | 1 | 0.0% | — | 339 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 44 | 1 | 0.0% | — | 346 | +44 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 42 | 1 | 0.0% | — | 345 | +42 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 342 | -10 | -17.24% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 45 | 1 | 0.0% | 0.0% | 338 | +4 | 9.76% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 40 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 68 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -684,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 62.21% | — | -463,057 | -100.0% | Q3 2025 | Dec 09, 2025 |
| NKCFO LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -151,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -120,970 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -64,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Knights of Columbus Asset Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -64,211 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Closed out | 0 | 0 | — | 0.53% | — | -60,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -49,918 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,318 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -34,262 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -25,146 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -24,957 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,172 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,564 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,158 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,090 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Norinchukin Bank, The | History | Closed out | 0 | 0 | — | 0.0% | — | -7,950 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,144 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,957 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,972 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,662 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 24, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 18, 2025 |
| OPTIMA CAPITAL LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 37 | 0 | — | — | — | +21 | 131.25% | Q4 2025 | Jan 09, 2026 |
| Dunhill Financial, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 29, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Bruce G. Allen Investments, LLC | History | Reduced | 23 | 0 | — | — | — | -1 | -4.17% | Q4 2025 | Feb 10, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| MOTCO | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cromwell Holdings LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |