CVR ENERGY INC - CVI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICAHN CARL C | History | No change | 70,418,471 | 1,791,445 | 21.21% | 28.1% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 4,699,593 | 119,557 | 0.0% | 0.0% | 2 | +49,279 | 1.06% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,705,809 | 94,275 | 0.0% | 0.0% | 3 | +106,906 | 2.97% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,779,701 | 45,275 | 0.0% | 0.0% | 4 | +45,603 | 2.63% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,643,049 | 41,797 | 0.01% | 0.01% | 5 | +1,526 | 0.09% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,281,917 | 32,611 | 0.13% | — | 6 | +1,281,917 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,167,184 | 29,693 | 0.05% | 0.04% | 7 | +280,300 | 31.61% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 914,272 | 23,259 | 0.03% | 0.01% | 8 | +695,752 | 318.39% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 850,042 | 21,625 | 0.0% | 0.0% | 9 | +206,861 | 32.16% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 836,615 | 21,283 | 0.0% | 0.0% | 10 | -230,787 | -21.62% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 835,608 | 21,257 | 0.0% | 0.01% | 11 | -93,695 | -10.08% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 812,051 | 20,658 | 0.0% | 0.0% | 12 | +105,547 | 14.94% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 751,813 | 19,126 | 0.0% | 0.01% | 13 | -644,100 | -46.14% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 714,428 | 18,175 | 0.0% | 0.0% | 14 | +115,219 | 19.23% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 711,916 | 18,115 | 0.0% | 0.0% | 15 | -10,345 | -1.43% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 656,748 | 16,707 | 0.02% | 0.02% | 16 | +198,534 | 43.33% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 614,765 | 15,639 | 0.01% | 0.02% | 17 | -161,308 | -20.79% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 563,551 | 14,336 | 0.0% | 0.0% | 18 | +375,757 | 200.09% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 528,509 | 13,445 | 0.0% | 0.0% | 19 | +174,296 | 49.21% | Q4 2025 | Mar 25, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 524,214 | 13,336 | 0.02% | 103.15% | 20 | -84,814 | -13.93% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 469,888 | 11,953 | 0.02% | 0.02% | 21 | +140,703 | 42.74% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 385,147 | 9,798 | 0.0% | 0.01% | 22 | -6,838 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 378,006 | 9,616 | 0.01% | — | 23 | +378,006 | New | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 365,790 | 9,305 | 0.03% | 0.05% | 24 | -73,250 | -16.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 356,887 | 9,079 | 0.0% | 0.0% | 25 | -23,240 | -6.11% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 319,571 | 8,129 | 0.0% | 0.0% | 26 | -18,001 | -5.33% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 318,523 | 8,103 | 0.0% | 0.0% | 27 | +149,596 | 88.56% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 314,000 | 7,988 | 0.02% | 0.0% | 28 | +303,400 | 2862.26% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 280,533 | 7,136 | 0.01% | — | 29 | +280,533 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 275,860 | 7,017 | 0.01% | — | 30 | +275,860 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 230,914 | 5,874 | 0.28% | 0.04% | 31 | +217,415 | 1610.6% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 220,134 | 5,600 | 0.19% | 0.31% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 215,360 | 5,478 | 0.04% | 0.11% | 33 | -184,740 | -46.17% | Q4 2025 | Feb 02, 2026 |
| Voleon Capital Management LP | History | Reduced | 206,037 | 5,241 | 0.11% | 0.25% | 34 | -69,833 | -25.31% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Added to | 198,091 | 5,039 | 0.33% | 0.41% | 35 | +21,804 | 12.37% | Q4 2025 | Feb 17, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | New | 199,200 | 5,028 | 1.07% | — | 36 | +199,200 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 194,324 | 4,943 | 0.0% | 0.0% | 37 | -9,078 | -4.46% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 181,957 | 4,628 | 0.01% | 0.01% | 38 | -15,669 | -7.93% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 181,874 | 4,626 | 0.05% | — | 39 | +181,874 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 169,724 | 4,317 | 0.01% | 0.02% | 40 | +52,119 | 44.32% | Q4 2025 | Feb 13, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 165,000 | 4,197 | 0.91% | 0.88% | 41 | +55,000 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Neo Ivy Capital Management | History | Added to | 156,959 | 3,993 | 0.63% | 0.58% | 42 | +91,619 | 140.22% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 154,546 | 3,931 | 0.0% | 0.0% | 43 | -147,022 | -48.75% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 153,748 | 3,911 | 0.0% | 0.0% | 44 | -111,875 | -42.12% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 145,153 | 3,692 | 0.0% | 0.01% | 45 | -170,611 | -54.03% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 144,305 | 3,671 | 0.0% | 0.0% | 46 | -1,584 | -1.09% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Added to | 138,160 | 3,514 | 0.09% | 0.06% | 47 | +107,364 | 348.63% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 113,767 | 2,894 | 0.0% | 0.0% | 48 | -722 | -0.63% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 105,128 | 2,674 | 0.19% | — | 49 | +105,128 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 102,498 | 2,607 | 0.0% | 0.0% | 50 | +81,169 | 380.56% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 98,124 | 2,496 | 0.0% | 0.0% | 51 | -90,447 | -47.96% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 97,186 | 2,472 | 0.0% | 0.0% | 52 | -14,827 | -13.24% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 94,962 | 2,415 | 0.0% | 0.0% | 53 | -7,563 | -7.38% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 84,637 | 2,153 | 0.0% | 0.0% | 54 | -234,709 | -73.5% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 81,532 | 2,074 | 0.0% | 0.0% | 55 | -4,192 | -4.89% | Q4 2025 | Feb 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 81,161 | 2,064 | 0.01% | 0.0% | 56 | +44,270 | 120.0% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 78,039 | 1,985 | 0.0% | 0.0% | 57 | +68,819 | 746.41% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 77,776 | 1,978 | 0.01% | 0.02% | 58 | -7,307 | -8.59% | Q4 2025 | Jan 09, 2026 |
| Jump Financial, LLC | History | Reduced | 76,961 | 1,957 | 0.02% | 0.13% | 59 | -212,162 | -73.38% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 75,250 | 1,914 | 0.03% | — | 60 | +75,250 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 72,132 | 1,835 | 0.02% | — | 61 | +72,132 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 69,400 | 1,765 | 0.0% | 0.0% | 62 | +1,200 | 1.76% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 68,900 | 1,752 | 0.0% | 0.01% | 63 | -122,500 | -64.0% | Q4 2025 | Mar 12, 2026 |
| Weiss Asset Management LP | History | New | 68,640 | 1,746 | 0.02% | — | 64 | +68,640 | New | Q4 2025 | Feb 17, 2026 |
| Polaris Capital Management, LLC | History | No change | 67,000 | 1,704 | 0.14% | 0.16% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 61,488 | 1,564 | 0.01% | 0.02% | 66 | -42,782 | -41.03% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 60,252 | 1,532 | 0.02% | 0.01% | 67 | +21,577 | 55.79% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 58,673 | 1,492 | 0.07% | — | 68 | +58,673 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 58,400 | 1,485 | 0.0% | 0.0% | 69 | -10,500 | -15.24% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 56,563 | 1,438 | 0.0% | 0.0% | 70 | +7,620 | 15.57% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 55,771 | 1,418 | 0.03% | 0.05% | 71 | +335 | 0.6% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 54,747 | 1,392 | 0.0% | 0.0% | 72 | -3,669 | -6.28% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 51,991 | 1,323 | 0.11% | 0.07% | 73 | +29,963 | 136.02% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 51,653 | 1,314 | 0.0% | 0.0% | 74 | -972 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 51,317 | 1,305 | 0.04% | 0.18% | 75 | -117,916 | -69.68% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 51,239 | 1,303 | 0.0% | 0.01% | 76 | +7,980 | 18.45% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 46,928 | 1,193 | 0.0% | 0.0% | 77 | -19,703 | -29.57% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 44,557 | 1,133 | 0.01% | 0.0% | 78 | +33,632 | 307.84% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 44,090 | 1,121 | 0.02% | 0.09% | 79 | -103,038 | -70.03% | Q4 2025 | Feb 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 42,000 | 1,068 | 0.26% | — | 80 | +42,000 | New | Q4 2025 | Feb 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 38,600 | 981 | 0.0% | — | 81 | +38,600 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,807 | 961 | 0.0% | 0.0% | 82 | +7,680 | 25.49% | Q4 2025 | Feb 13, 2026 |
| Kennondale Capital Management LLC | History | No change | 36,235 | 921 | 0.68% | 1.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 36,116 | 918 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 33,777 | 859 | 0.0% | 0.0% | 85 | +1,511 | 4.68% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 33,450 | 850 | 0.0% | 0.0% | 86 | +5,151 | 18.2% | Q4 2025 | Feb 13, 2026 |
| ION Fund Management Ltd | History | New | 33,385 | 849 | 0.1% | — | 87 | +33,385 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 30,822 | 784 | 0.01% | 0.0% | 88 | +24,256 | 369.42% | Q4 2025 | Feb 18, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,109 | 766 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 29,053 | 739 | 0.0% | 0.0% | 90 | -1,852 | -5.99% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,848 | 734 | 0.0% | 0.0% | 91 | +873 | 3.12% | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 26,138 | 665 | 0.0% | 0.0% | 92 | -5,355 | -17.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 24,301 | 618 | 0.0% | 0.0% | 93 | +2,063 | 9.28% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 24,074 | 612 | 0.0% | 0.0% | 94 | -23,736 | -49.65% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | Added to | 22,729 | 578 | 0.0% | 0.0% | 95 | +10,434 | 84.86% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 21,144 | 537 | 0.21% | — | 96 | +21,144 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 20,800 | 529 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,724 | 527 | 0.0% | 0.0% | 98 | -1,034 | -4.75% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,611 | 524 | 0.0% | 0.0% | 99 | +4,447 | 27.51% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | Reduced | 20,000 | 508 | 0.02% | 0.07% | 100 | -20,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 18,827 | 478 | 0.0% | 0.01% | 101 | -812,377 | -97.73% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 18,399 | 468 | 0.01% | 0.01% | 102 | +178 | 0.98% | Q4 2025 | Feb 18, 2026 |
| Bridgefront Capital, LLC | History | New | 18,309 | 465 | 0.12% | — | 103 | +18,309 | New | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 17,741 | 451 | 0.01% | 0.01% | 105 | +660 | 3.86% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,743 | 451 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | New | 17,139 | 436 | 0.0% | — | 106 | +17,139 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 17,124 | 435 | 0.0% | 0.0% | 107 | +9,189 | 115.8% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 16,939 | 430 | 0.17% | — | 108 | +16,939 | New | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 16,567 | 421 | 0.0% | 0.02% | 109 | -33,372 | -66.83% | Q4 2025 | Feb 09, 2026 |
| AlphaQuest LLC | History | Added to | 16,562 | 421 | 0.02% | 0.0% | 110 | +15,872 | 2300.29% | Q4 2025 | Feb 09, 2026 |
| Amundi | History | Added to | 16,168 | 411 | 0.0% | 0.0% | 111 | +432 | 2.75% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,998 | 406 | 0.0% | — | 112 | +15,998 | New | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 15,888 | 404 | 0.25% | 0.52% | 113 | -8,163 | -33.94% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,356 | 390 | 0.0% | 0.01% | 114 | -2,955 | -16.14% | Q4 2025 | Jan 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,950 | 380 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | New | 14,759 | 375 | 0.01% | — | 116 | +14,759 | New | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 14,392 | 366 | 0.0% | 0.0% | 117 | +15 | 0.1% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 13,988 | 355 | 0.03% | — | 119 | +13,988 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,965 | 355 | 0.0% | 0.0% | 118 | +2,085 | 17.55% | Q4 2025 | Jan 27, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,800 | 351 | 0.01% | 0.01% | 120 | -100 | -0.72% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,787 | 350 | 0.0% | 0.0% | 121 | -1,194 | -7.97% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,645 | 347 | 0.0% | 0.0% | 122 | -1,135 | -7.68% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,628 | 346 | 0.0% | 0.0% | 123 | -5,437 | -28.52% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 13,387 | 340 | 0.01% | — | 124 | +13,387 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,394 | 340 | 0.0% | 0.0% | 125 | +709 | 5.59% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,150 | 334 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,796 | 325 | 0.0% | 0.01% | 127 | -18,786 | -59.48% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 12,186 | 310 | 0.0% | 0.0% | 128 | +1,486 | 13.89% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,044 | 306 | 0.0% | 0.0% | 129 | +1,204 | 11.11% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 11,615 | 292 | 0.0% | — | 130 | +11,615 | New | Q4 2025 | Mar 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 11,259 | 286 | 0.0% | — | 131 | +11,259 | New | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 10,692 | 272 | 0.0% | 0.02% | 132 | -77,738 | -87.91% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,468 | 266 | 0.01% | 0.01% | 133 | -675 | -6.06% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 10,319 | 262 | 0.01% | — | 135 | +10,319 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,312 | 262 | 0.0% | 0.0% | 134 | -600 | -5.5% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Reduced | 9,759 | 248 | 0.0% | 0.0% | 136 | -652 | -6.26% | Q4 2025 | Jan 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,700 | 246 | 0.0% | 0.0% | 137 | +600 | 6.59% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,439 | 240 | 0.0% | — | 138 | +9,439 | New | Q4 2025 | Feb 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,437 | 240 | 0.05% | 0.07% | 139 | -380 | -3.87% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,630 | 237 | 0.0% | 0.0% | 140 | +177 | 1.87% | Q4 2025 | Jan 08, 2026 |
| Bayforest Capital Ltd | History | Reduced | 9,055 | 230 | 0.17% | 0.5% | 141 | -19,920 | -68.75% | Q4 2025 | Jan 27, 2026 |
| Walleye Trading LLC | History | Reduced | 8,848 | 225 | 0.0% | 0.0% | 142 | -33,052 | -78.88% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,787 | 224 | 0.0% | 0.0% | 143 | -97 | -1.09% | Q4 2025 | Feb 05, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 8,544 | 217 | 0.0% | 0.01% | 145 | -731 | -7.88% | Q4 2025 | Jan 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,557 | 217 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 8,461 | 215 | 0.0% | 0.0% | 146 | +5 | 0.06% | Q4 2025 | Jan 26, 2026 |
| MQS Management LLC | History | New | 8,380 | 213 | 0.13% | — | 147 | +8,380 | New | Q4 2025 | Feb 09, 2026 |
| Shay Capital LLC | History | New | 7,914 | 201 | 0.02% | — | 148 | +7,914 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 7,557 | 192 | 0.0% | 0.0% | 149 | -1,947 | -20.49% | Q4 2025 | Jan 29, 2026 |
| State of Wyoming | History | Added to | 7,452 | 189 | 0.02% | 0.03% | 150 | +818 | 12.33% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,938 | 180 | 0.0% | 0.0% | 151 | -627 | -7.32% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,902 | 175 | 0.0% | 0.0% | 152 | +80 | 1.17% | Q4 2025 | Feb 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,788 | 172 | 0.04% | 0.0% | 153 | +6,611 | 3735.03% | Q4 2025 | Mar 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,693 | 170 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 6,573 | 167 | 0.0% | 0.0% | 155 | -1,637 | -19.94% | Q4 2025 | Jan 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 5,143 | 131 | 0.0% | 0.0% | 156 | +274 | 5.63% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,056 | 129 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 4,054 | 103 | 0.0% | — | 158 | +4,054 | New | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 2,600 | 66 | 0.0% | 0.01% | 159 | +54 | 2.12% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,585 | 65 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,854 | 47 | 0.0% | — | 161 | +1,854 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 1,854 | 47 | 0.0% | — | 162 | +1,854 | New | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,742 | 44 | 0.0% | 0.0% | 163 | -224 | -11.39% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,580 | 40 | 0.02% | — | 164 | +1,580 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,300 | 33 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,009 | 26 | 0.0% | 0.0% | 166 | -17 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 978 | 24 | 0.0% | — | 167 | +978 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 942 | 23 | 0.0% | 0.0% | 168 | +719 | 322.42% | Q4 2025 | Mar 16, 2026 |
| Larson Financial Group LLC | History | No change | 878 | 22 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 844 | 21 | 0.0% | 0.01% | 170 | -4,456 | -84.08% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 848 | 21 | 0.01% | — | 172 | +848 | New | Q4 2025 | Jan 30, 2026 |
| ROGCO, LP | History | No change | 850 | 21 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 775 | 19 | 0.01% | — | 175 | +775 | New | Q4 2025 | Feb 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 763 | 19 | 0.0% | 0.0% | 174 | +165 | 27.59% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 754 | 19 | 0.0% | 0.0% | 173 | -63 | -7.71% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 721 | 18 | 0.0% | 0.0% | 176 | +272 | 60.58% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 600 | 15 | 0.0% | — | 178 | +600 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 575 | 15 | 0.0% | 0.0% | 177 | +103 | 21.82% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 547 | 13 | 0.0% | 0.0% | 180 | -91 | -14.26% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 540 | 13 | 0.0% | 0.0% | 179 | -6 | -1.1% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 419 | 11 | 0.0% | 0.0% | 181 | +284 | 210.37% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | No change | 458 | 11 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 425 | 10 | 0.0% | 0.0% | 183 | -260 | -37.96% | Q4 2025 | Jan 15, 2026 |
| Matrix Trust Co | History | New | 340 | 9 | 0.0% | — | 184 | +340 | New | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 380 | 9 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | No change | 325 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | No change | 293 | 7 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CNB Bank | History | No change | 250 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 161 | 5 | 0.0% | — | 190 | +161 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 206 | 5 | 0.0% | 0.0% | 191 | +131 | 174.67% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 204 | 5 | 0.0% | 0.0% | 189 | -49 | -19.37% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 221 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quarry LP | History | Reduced | 172 | 4 | 0.0% | 0.01% | 194 | -1,202 | -87.48% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 186 | 4 | 0.0% | — | 195 | +171 | 1140.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 192 | 4 | 0.0% | 0.0% | 193 | -13 | -6.34% | Q4 2025 | Jan 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 192 | 4 | 0.0% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 115 | 2 | 0.0% | 0.0% | 200 | -3,000 | -96.31% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 83 | 2 | 0.0% | — | 201 | +83 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 104 | 2 | 0.0% | 0.0% | 199 | +9 | 9.47% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Marquette Asset Management, LLC | History | New | 73 | 1 | 0.0% | — | 205 | +73 | New | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 53 | 1 | 0.0% | — | 206 | +53 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 43 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Amanah Holdings Trust | History | Closed out | 0 | 0 | — | 4.88% | — | -670,000 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.14% | — | -139,406 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -57,924 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ZAZOVE ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,300 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,718 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.12% | — | -26,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cypress Capital Management LLC (WY) | History | Reduced | 20 | 0 | — | 0.87% | — | -25,913 | -99.92% | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,447 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -19,244 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,734 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,999 | -100.0% | Q3 2025 | Nov 13, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,367 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,290 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,845 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,681 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -6,717 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,569 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,217 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,207 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,114 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,988 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -5,934 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,816 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,690 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,881 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -812 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -430 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 05, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD Capital Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 26, 2026 |
| CIBC Private Wealth Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 29 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 28 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | No change | 29 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |