CALIFORNIA WATER SERVICE GROUP - CWT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,681,351 | 462,822 | 0.01% | 0.01% | 1 | +233,117 | 2.23% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,346,457 | 318,321 | 0.0% | 0.01% | 2 | +34,155 | 0.47% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 3,029,950 | 131,287 | 0.0% | 0.0% | 3 | -71,051 | -2.29% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 2,738,993 | 118,634 | 0.03% | 0.03% | 4 | +462,394 | 20.31% | Q4 2025 | Feb 17, 2026 |
| NUANCE INVESTMENTS, LLC | History | Added to | 1,825,390 | 79,094 | 8.71% | 8.24% | 5 | +60,931 | 3.45% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,796,148 | 77,827 | 0.0% | 0.0% | 6 | +393,016 | 28.01% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,420,950 | 61,579 | 0.0% | 0.0% | 7 | +4,613 | 0.33% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,367,978 | 59,274 | 0.04% | 0.05% | 8 | -36,342 | -2.59% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,153,931 | 50,000 | 0.01% | 0.01% | 9 | +4,913 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 954,234 | 41,346 | 0.01% | 0.01% | 10 | +57,170 | 6.37% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 767,034 | 33,235 | 0.0% | 0.0% | 11 | -35,091 | -4.37% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 763,847 | 33,097 | 0.01% | 0.01% | 12 | +3,586 | 0.47% | Q4 2025 | Feb 09, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 722,345 | 31,299 | 0.46% | 0.48% | 13 | -7,918 | -1.08% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 721,461 | 31,261 | 0.02% | 0.09% | 14 | -2,579,448 | -78.14% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 710,668 | 30,793 | 0.0% | 0.01% | 15 | -7,887 | -1.1% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 611,552 | 26,498 | 0.0% | 0.0% | 16 | -43,702 | -6.67% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 504,836 | 21,874 | 0.0% | 0.0% | 17 | -63,967 | -11.25% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 446,627 | 19,352 | 0.04% | 0.05% | 18 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nuveen, LLC | History | Added to | 440,074 | 19,068 | 0.0% | 0.0% | 19 | +48,772 | 12.46% | Q4 2025 | Feb 12, 2026 |
| Triodos Investment Management BV | History | Reduced | 414,000 | 18,037 | 1.3% | 1.64% | 20 | -79,000 | -16.02% | Q4 2025 | Feb 10, 2026 |
| Beck Bode, LLC | History | Reduced | 388,418 | 16,830 | 2.8% | 2.98% | 21 | -13,843 | -3.44% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 315,465 | 13,669 | 0.01% | 0.01% | 22 | +47,365 | 17.67% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 284,023 | 12,306 | 0.01% | 0.01% | 23 | -3,682 | -1.28% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 281,888 | 12,214 | 0.0% | 0.0% | 24 | -16,394 | -5.5% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 238,840 | 10,348 | 0.08% | — | 25 | +238,840 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 234,643 | 10,167 | 0.0% | 0.0% | 26 | -7,134 | -2.95% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 226,290 | 9,805 | 0.0% | 0.0% | 27 | -33,702 | -12.96% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 225,886 | 9,787 | 0.0% | 0.0% | 28 | -51,359 | -18.52% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 214,279 | 9,284 | 0.0% | 0.0% | 29 | -25,833 | -10.76% | Q4 2025 | Jan 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 206,197 | 8,934 | 0.03% | 0.04% | 30 | -26,235 | -11.29% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 179,202 | 7,764 | 0.06% | 0.06% | 31 | +715 | 0.4% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 173,665 | 7,524 | 0.01% | 0.01% | 32 | -16,030 | -8.45% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 172,730 | 7,484 | 0.0% | 0.0% | 33 | +158,843 | 1143.83% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 150,627 | 6,526 | 0.01% | 0.01% | 34 | +985 | 0.66% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 147,110 | 6,374 | 0.0% | 0.0% | 35 | -9,334 | -5.97% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 135,592 | 5,875 | 0.05% | 0.03% | 36 | +68,683 | 102.65% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 128,016 | 5,546 | 0.0% | 0.01% | 37 | -99,806 | -43.81% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 122,521 | 5,308 | 0.0% | 0.0% | 38 | +12,636 | 11.5% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 122,020 | 5,287 | 0.01% | 0.01% | 39 | +21,495 | 21.38% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 117,500 | 5,091 | 0.0% | 0.0% | 40 | +2,100 | 1.82% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 112,152 | 4,859 | 0.02% | 0.03% | 41 | -421 | -0.37% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 111,900 | 4,848 | 0.01% | 0.02% | 42 | -189,216 | -62.84% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 99,074 | 4,292 | 0.0% | 0.0% | 43 | -50,432 | -33.73% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 98,602 | 4,272 | 0.0% | 0.0% | 44 | +19,129 | 24.07% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 97,181 | 4,209 | 0.01% | 0.01% | 45 | -36,443 | -27.27% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 91,989 | 3,985 | 0.07% | 0.07% | 46 | +2,000 | 2.22% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 90,157 | 3,906 | 0.0% | 0.01% | 47 | -277,917 | -75.51% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 87,097 | 3,773 | 0.0% | 0.01% | 48 | -8,650 | -9.03% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 86,990 | 3,769 | 0.0% | 0.0% | 49 | +3,010 | 3.58% | Q4 2025 | Feb 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 84,799 | 3,674 | 0.18% | 0.2% | 50 | -7,272 | -7.9% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 83,254 | 3,607 | 0.0% | 0.0% | 51 | -57,927 | -41.03% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 82,861 | 3,590 | 0.93% | 1.27% | 52 | -23,192 | -21.87% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 81,447 | 3,529 | 0.09% | 0.1% | 53 | -1,150 | -1.39% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 80,919 | 3,506 | 0.01% | — | 54 | +80,919 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 74,380 | 3,223 | 0.0% | 0.0% | 55 | -77,021 | -50.87% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 69,833 | 3,042 | 0.0% | 0.0% | 56 | -13,507 | -16.21% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 68,284 | 2,958 | 0.0% | 0.0% | 57 | -57,641 | -45.77% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 66,191 | 2,868 | 0.0% | 0.0% | 58 | +29,833 | 82.05% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 64,497 | 2,794 | 0.06% | 0.06% | 59 | +702 | 1.1% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,002 | 2,730 | 0.01% | 0.01% | 60 | +400 | 0.64% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 61,139 | 2,649 | 0.0% | 0.0% | 61 | -53,015 | -46.44% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 58,038 | 2,514 | 0.0% | 0.0% | 62 | +6,150 | 11.85% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,718 | 2,457 | 0.0% | 0.0% | 63 | -43 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 54,428 | 2,358 | 0.03% | 0.03% | 64 | -783 | -1.42% | Q4 2025 | Feb 04, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 54,407 | 2,357 | 0.08% | — | 65 | +54,407 | New | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 53,544 | 2,320 | 0.0% | 0.0% | 66 | +3,116 | 6.18% | Q4 2025 | Feb 11, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 52,175 | 2,260 | 0.27% | 0.33% | 67 | -5,600 | -9.69% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 52,051 | 2,255 | 0.0% | 0.0% | 68 | +4,139 | 8.64% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 51,375 | 2,226 | 0.02% | 0.02% | 69 | -618 | -1.19% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,393 | 2,183 | 0.0% | 0.0% | 70 | +3,963 | 8.54% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 49,909 | 2,162 | 0.0% | 0.0% | 71 | -7,264 | -12.71% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 49,660 | 2,151 | 0.15% | 0.16% | 72 | -1,325 | -2.6% | Q4 2025 | Feb 10, 2026 |
| Magellan Asset Management Ltd | History | Added to | 48,734 | 2,111 | 0.03% | 0.03% | 73 | +2,700 | 5.87% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 47,930 | 2,076 | 0.01% | 0.01% | 74 | +2,451 | 5.39% | Q4 2025 | Jan 30, 2026 |
| GABELLI FUNDS LLC | History | New | 43,200 | 1,871 | 0.01% | — | 75 | +43,200 | New | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Added to | 43,190 | 1,871 | 0.1% | 0.1% | 76 | +11,233 | 35.15% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 43,130 | 1,868 | 0.0% | 0.0% | 77 | +1,335 | 3.19% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 42,607 | 1,846 | 0.0% | 0.0% | 78 | -2,037 | -4.56% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,884 | 1,771 | 0.0% | 0.0% | 79 | -3,299 | -7.47% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 40,192 | 1,741 | 0.0% | — | 80 | +40,192 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 39,820 | 1,725 | 0.0% | 0.01% | 81 | -5,051 | -11.26% | Q4 2025 | Jan 09, 2026 |
| Bridge City Capital, LLC | History | Reduced | 38,576 | 1,671 | 0.49% | 0.55% | 82 | -6,302 | -14.04% | Q4 2025 | Feb 13, 2026 |
| Zimmer Partners, LP | History | New | 38,500 | 1,668 | 0.04% | — | 83 | +38,500 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 37,324 | 1,617 | 0.0% | 0.0% | 84 | +1,914 | 5.41% | Q4 2025 | Jan 27, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 37,216 | 1,612 | 0.54% | 0.56% | 85 | -395 | -1.05% | Q4 2025 | Feb 09, 2026 |
| XTX Topco Ltd | History | New | 36,819 | 1,595 | 0.04% | — | 86 | +36,819 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 35,631 | 1,549 | 0.0% | 0.0% | 87 | +23,100 | 184.34% | Q4 2025 | Jan 28, 2026 |
| CenterBook Partners LP | History | Added to | 34,261 | 1,484 | 0.07% | 0.05% | 88 | +13,678 | 66.45% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 34,201 | 1,481 | 0.0% | 0.0% | 89 | +13,210 | 62.93% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 33,894 | 1,468 | 0.0% | 0.0% | 90 | -2,268 | -6.27% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 33,835 | 1,466 | 0.02% | 0.02% | 91 | +2,329 | 7.39% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 33,632 | 1,457 | 0.01% | 0.0% | 92 | -145 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 33,616 | 1,456 | 0.0% | 0.0% | 93 | +5,873 | 21.17% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 33,337 | 1,444 | 0.01% | 0.01% | 94 | -1,085 | -3.15% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 32,700 | 1,416 | 0.0% | 0.0% | 95 | +6,900 | 26.74% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 32,163 | 1,393 | 0.01% | 0.01% | 96 | +376 | 1.18% | Q4 2025 | Jan 23, 2026 |
| CoreCommodity Management, LLC | History | Added to | 31,684 | 1,372 | 0.29% | 0.21% | 97 | +6,104 | 23.86% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 31,601 | 1,369 | 0.0% | 0.0% | 98 | -22,034 | -41.08% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,544 | 1,323 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| South Dakota Investment Council | History | Added to | 29,915 | 1,296 | 0.02% | 0.01% | 100 | +14,000 | 87.97% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 28,915 | 1,252 | 0.03% | 0.06% | 101 | -28,659 | -49.78% | Q4 2025 | Feb 13, 2026 |
| Arjuna Capital | History | Reduced | 28,052 | 1,215 | 0.3% | 0.33% | 102 | -719 | -2.5% | Q4 2025 | Feb 05, 2026 |
| Maven Securities LTD | History | Added to | 27,611 | 1,196 | 0.03% | 0.03% | 103 | +499 | 1.84% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 27,307 | 1,183 | 0.0% | — | 104 | +27,307 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,300 | 1,182 | 0.02% | 0.02% | 105 | -100 | -0.36% | Q4 2025 | Jan 16, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 27,119 | 1,175 | 0.05% | 0.17% | 106 | -70,877 | -72.33% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 26,758 | 1,159 | 0.0% | 0.0% | 107 | +133 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 26,362 | 1,142 | 0.0% | 0.0% | 108 | -464 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 25,938 | 1,123 | 0.0% | — | 109 | +25,938 | New | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,873 | 1,120 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 25,300 | 1,096 | 0.0% | 0.0% | 111 | -1,074 | -4.07% | Q4 2025 | Feb 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 24,277 | 1,051 | 0.0% | 0.0% | 112 | +9,713 | 66.69% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 23,894 | 1,035 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,704 | 1,027 | 0.0% | 0.0% | 114 | +12,507 | 111.7% | Q4 2025 | Feb 12, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 23,290 | 1,009 | 0.07% | 0.14% | 115 | -22,694 | -49.35% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 23,105 | 1,001 | 0.0% | 0.0% | 116 | +1,405 | 6.47% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 23,086 | 1,000 | 0.0% | 0.0% | 117 | +15,339 | 198.0% | Q4 2025 | Feb 13, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 23,084 | 1,000 | 0.17% | 0.17% | 118 | +2,431 | 11.77% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 23,076 | 999 | 0.0% | 0.0% | 119 | +2,700 | 13.25% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 22,716 | 984 | 0.0% | 0.0% | 120 | +1,801 | 8.61% | Q4 2025 | Feb 06, 2026 |
| NORGES BANK | History | New | 22,114 | 958 | 0.0% | — | 121 | +22,114 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 21,979 | 952 | 0.0% | 0.0% | 122 | +1,804 | 8.94% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 21,739 | 941 | 0.0% | 0.0% | 123 | -3,400 | -13.52% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 21,687 | 939 | 0.0% | 0.0% | 124 | -11,113 | -33.88% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 20,821 | 902 | 0.01% | 0.01% | 125 | +6,265 | 43.04% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | No change | 20,060 | 869 | 0.6% | 0.57% | 126 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 19,956 | 864 | 0.02% | — | 127 | +19,956 | New | Q4 2025 | Feb 13, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 19,625 | 850 | 0.71% | 0.84% | 128 | -1,600 | -7.54% | Q4 2025 | Feb 03, 2026 |
| ALPS ADVISORS INC | History | Reduced | 18,909 | 819 | 0.0% | 0.01% | 129 | -1,264 | -6.27% | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | Reduced | 18,642 | 807 | 0.01% | 0.01% | 130 | -22,353 | -54.53% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 17,737 | 768 | 0.0% | 0.0% | 131 | -2,113 | -10.64% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,356 | 752 | 0.0% | 0.0% | 132 | +1,517 | 9.58% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Added to | 17,319 | 750 | 0.01% | 0.01% | 133 | +59 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 16,911 | 732 | 0.0% | 0.0% | 134 | -716 | -4.06% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 16,681 | 722 | 0.01% | 0.01% | 135 | +133 | 0.8% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,115 | 720 | 0.01% | 0.01% | 136 | -2,295 | -12.47% | Q4 2025 | Jan 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,459 | 713 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 16,234 | 703 | 0.0% | 0.0% | 138 | -2,813 | -14.77% | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 15,634 | 679 | 0.0% | 0.0% | 139 | +630 | 4.2% | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 14,769 | 640 | 0.0% | 0.01% | 140 | -1,782 | -10.77% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,200 | 615 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 13,978 | 605 | 0.0% | 0.0% | 142 | -314 | -2.2% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,729 | 594 | 0.0% | 0.0% | 143 | +568 | 4.32% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,614 | 589 | 0.01% | 0.01% | 144 | +200 | 1.49% | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | New | 13,298 | 574 | 0.0% | — | 145 | +13,298 | New | Q4 2025 | Mar 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 13,237 | 573 | 0.03% | — | 146 | +13,237 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,146 | 570 | 0.0% | — | 147 | +13,146 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,155 | 570 | 0.0% | 0.0% | 148 | -5,021 | -27.62% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 13,114 | 568 | 0.0% | 0.0% | 149 | -102 | -0.77% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,092 | 567 | 0.0% | 0.0% | 150 | -36,496 | -73.6% | Q4 2025 | Feb 18, 2026 |
| Holocene Advisors, LP | History | Added to | 13,053 | 565 | 0.0% | 0.0% | 151 | +4,047 | 44.94% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 13,000 | 563 | 0.13% | 0.13% | 152 | -500 | -3.7% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,953 | 561 | 0.0% | 0.0% | 154 | -4,840 | -27.2% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 12,962 | 561 | 0.0% | 0.0% | 153 | -4,373 | -25.23% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 12,535 | 560 | 0.0% | 0.0% | 155 | -4,177 | -24.99% | Q4 2025 | Feb 18, 2026 |
| Versor Investments LP | History | New | 12,606 | 546 | 0.09% | — | 156 | +12,606 | New | Q4 2025 | Feb 04, 2026 |
| Abacus Wealth Partners, LLC | History | New | 12,519 | 542 | 0.05% | — | 157 | +12,519 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 12,098 | 524 | 0.01% | 0.01% | 158 | -1,153 | -8.7% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 11,873 | 514 | 0.0% | 0.0% | 159 | -13 | -0.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,797 | 511 | 0.0% | 0.0% | 160 | -523 | -4.25% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,190 | 484 | 0.0% | 0.0% | 161 | +2,182 | 24.22% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,015 | 477 | 0.0% | 0.0% | 162 | +91 | 0.83% | Q4 2025 | Feb 11, 2026 |
| Clean Yield Group | History | Reduced | 10,935 | 473 | 0.13% | 0.15% | 163 | -300 | -2.67% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,483 | 454 | 0.0% | 0.0% | 164 | -64 | -0.61% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Reduced | 10,391 | 450 | 0.01% | 0.01% | 165 | -1,129 | -9.8% | Q4 2025 | Feb 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 10,359 | 448 | 0.0% | 0.0% | 166 | -88 | -0.84% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 10,206 | 442 | 0.01% | — | 167 | +10,206 | New | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | New | 10,091 | 437 | 0.0% | — | 168 | +10,091 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,019 | 434 | 0.0% | 0.0% | 169 | -2,129 | -17.53% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,950 | 431 | 0.0% | 0.0% | 170 | -2,482 | -19.96% | Q4 2025 | Jan 08, 2026 |
| Pathstone Holdings, LLC | History | New | 9,503 | 411 | 0.0% | — | 171 | +9,503 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,379 | 406 | 0.0% | 0.0% | 172 | -809 | -7.94% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 9,152 | 396 | 0.0% | 0.0% | 173 | -2,152 | -19.04% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,120 | 395 | 0.0% | 0.0% | 174 | +195 | 2.18% | Q4 2025 | Mar 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,011 | 390 | 0.0% | 0.0% | 175 | -6,922 | -43.44% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | New | 8,815 | 381 | 0.05% | — | 176 | +8,815 | New | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 8,800 | 381 | 0.07% | 0.08% | 177 | -52 | -0.59% | Q4 2025 | Jan 07, 2026 |
| Quadrature Capital Ltd | History | Added to | 8,413 | 364 | 0.0% | 0.0% | 178 | +1,182 | 16.35% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 8,253 | 357 | 0.02% | 0.02% | 179 | +1,984 | 31.65% | Q4 2025 | Feb 13, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 8,153 | 353 | 0.32% | 0.33% | 180 | +700 | 9.39% | Q4 2025 | Jan 07, 2026 |
| MQS Management LLC | History | Added to | 7,764 | 336 | 0.2% | 0.16% | 181 | +1,743 | 28.95% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,737 | 335 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 7,600 | 329 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,210 | 329 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,590 | 328 | 0.0% | — | 185 | +7,590 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,423 | 321 | 0.0% | 0.0% | 186 | +1,304 | 21.31% | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 7,125 | 308 | 0.0% | 0.01% | 187 | -5,362 | -42.94% | Q4 2025 | Feb 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 7,061 | 305 | 0.03% | 0.03% | 188 | -174 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Ketron Financial | History | New | 6,900 | 298 | 0.1% | — | 190 | +6,900 | New | Q4 2025 | Feb 24, 2026 |
| STRS OHIO | History | No change | 6,900 | 298 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,811 | 295 | 0.0% | 0.0% | 191 | +137 | 2.05% | Q4 2025 | Feb 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 6,830 | 295 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 6,756 | 292 | 0.15% | — | 193 | +6,756 | New | Q4 2025 | Feb 17, 2026 |
| Maple Capital Management, Inc. | History | No change | 6,667 | 288 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 6,632 | 287 | 0.01% | 0.02% | 195 | +63 | 0.96% | Q4 2025 | Jan 26, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 6,612 | 286 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 6,500 | 281 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ELCO Management Co., LLC | History | Reduced | 6,463 | 280 | 0.18% | 0.19% | 198 | -1,480 | -18.63% | Q4 2025 | Feb 04, 2026 |
| ALGERT GLOBAL LLC | History | No change | 6,257 | 271 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 6,200 | 268 | 0.03% | 0.03% | 200 | -1,000 | -13.89% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,000 | 266 | 0.04% | 0.05% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legato Capital Management LLC | History | Reduced | 6,103 | 264 | 0.02% | 0.06% | 202 | -5,745 | -48.49% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 5,926 | 256 | 0.0% | 0.0% | 203 | +22 | 0.37% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,880 | 254 | 0.0% | 0.0% | 204 | -1,032 | -14.93% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 5,826 | 252 | 0.0% | 0.0% | 205 | -3,669 | -38.64% | Q4 2025 | Jan 26, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,680 | 246 | 0.01% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,672 | 245 | 0.01% | 0.02% | 207 | +9 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,358 | 232 | 0.0% | 0.0% | 208 | -901 | -14.4% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 5,261 | 227 | 0.01% | 0.01% | 209 | -1,655 | -23.93% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 5,077 | 219 | 0.01% | — | 210 | +5,077 | New | Q4 2025 | Feb 06, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,000 | 216 | 0.05% | 0.06% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Corient IA LLC | History | No change | 5,000 | 216 | 0.2% | 0.17% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,941 | 214 | 0.0% | 0.0% | 213 | -195 | -3.8% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,914 | 212 | 0.0% | 0.0% | 214 | -5,200 | -51.41% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,856 | 210 | 0.01% | 0.01% | 215 | -275 | -5.36% | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 4,835 | 209 | 0.08% | — | 216 | +4,835 | New | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,793 | 207 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| XPONANCE LLC | History | Added to | 4,733 | 205 | 0.0% | 0.0% | 218 | +36 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Virtue Capital Management, LLC | History | New | 4,733 | 203 | 0.03% | — | 219 | +4,733 | New | Q4 2025 | Feb 18, 2026 |
| Asset Planning,Inc | History | No change | 4,500 | 194 | 0.14% | 0.15% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,406 | 190 | 0.01% | 0.19% | 221 | -95,071 | -95.57% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,145 | 179 | 0.0% | 0.0% | 222 | +3,598 | 657.77% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,929 | 170 | 0.0% | 0.0% | 223 | +14 | 0.36% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,823 | 165 | 0.01% | 0.01% | 224 | +1,797 | 88.7% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,458 | 149 | 0.0% | 0.0% | 225 | -685 | -16.53% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,525 | 109 | 0.01% | 0.01% | 226 | -5 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,250 | 97 | 0.06% | 0.07% | 227 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,178 | 94 | 0.01% | — | 228 | +2,178 | New | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,013 | 87 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,879 | 84 | 0.0% | — | 230 | +1,879 | New | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,898 | 82 | 0.0% | 0.0% | 231 | +1,050 | 123.82% | Q4 2025 | Feb 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,620 | 72 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,661 | 71 | 0.02% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,658 | 71 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,590 | 68 | 0.0% | 0.0% | 235 | +126 | 8.61% | Q4 2025 | Jan 20, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,400 | 60 | 0.04% | 0.05% | 236 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,370 | 59 | 0.0% | 0.0% | 237 | -273 | -16.62% | Q4 2025 | Mar 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,243 | 53 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,201 | 52 | 0.0% | 0.0% | 239 | -84 | -6.54% | Q4 2025 | Feb 17, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 1,000 | 43 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 929 | 40 | 0.02% | 0.02% | 241 | -10 | -1.06% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 855 | 37 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 850 | 36 | 0.0% | 0.01% | 243 | -3,162 | -78.81% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 846 | 36 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| WHITTIER TRUST CO | History | No change | 800 | 34 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 768 | 33 | 0.0% | 0.0% | 246 | -27 | -3.4% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 700 | 30 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 670 | 29 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 603 | 26 | 0.0% | 0.01% | 249 | -1,724 | -74.09% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 603 | 26 | 0.0% | 0.0% | 251 | -295 | -32.85% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 611 | 26 | 0.0% | 0.0% | 250 | +75 | 13.99% | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 605 | 26 | 0.01% | 0.02% | 252 | +4 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 591 | 25 | 0.0% | 0.0% | 255 | -3,938 | -86.95% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 600 | 25 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 600 | 25 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower View Wealth Management LLC | History | New | 531 | 22 | 0.01% | — | 256 | +531 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 478 | 20 | 0.0% | 0.0% | 257 | +31 | 6.94% | Q4 2025 | Feb 11, 2026 |
| Banque Cantonale Vaudoise | History | No change | 453 | 20 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 445 | 19 | 0.0% | — | 263 | +445 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 456 | 19 | 0.0% | 0.0% | 262 | +408 | 850.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 443 | 19 | 0.0% | 0.0% | 259 | +259 | 140.76% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 461 | 19 | 0.0% | 0.0% | 261 | -178 | -27.86% | Q4 2025 | Jan 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 450 | 19 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 420 | 18 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 396 | 17 | 0.0% | 0.0% | 266 | +19 | 5.04% | Q4 2025 | Jan 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 17 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parvin Asset Management, LLC | History | No change | 400 | 17 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 362 | 16 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 373 | 15 | 0.0% | 0.0% | 270 | +26 | 7.49% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | No change | 363 | 15 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 336 | 14 | 0.0% | 0.0% | 272 | +45 | 15.46% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 325 | 14 | 0.0% | 0.0% | 271 | -33 | -9.22% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | No change | 304 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Reduced | 296 | 12 | 0.0% | 0.01% | 274 | -277 | -48.34% | Q4 2025 | Jan 08, 2026 |
| Costello Asset Management, INC | History | Added to | 273 | 11 | 0.0% | 0.0% | 275 | +1 | 0.37% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 266 | 11 | 0.0% | 0.01% | 276 | +1 | 0.38% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 239 | 10 | 0.0% | — | 277 | +239 | New | Q4 2025 | Feb 11, 2026 |
| Leonteq Securities AG | History | Added to | 253 | 10 | 0.0% | 0.0% | 279 | +55 | 27.78% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 228 | 10 | 0.0% | 0.0% | 278 | -4 | -1.72% | Q4 2025 | Jan 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 220 | 9 | 0.0% | 0.09% | 281 | -14,661 | -98.52% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 202 | 9 | 0.0% | 0.0% | 280 | -678 | -77.05% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 186 | 8 | 0.0% | 0.0% | 283 | +11 | 6.29% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | No change | 202 | 8 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 141 | 6 | 0.0% | — | 285 | +141 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 151 | 6 | 0.0% | 0.0% | 286 | +17 | 12.69% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 142 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 119 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 88 | 3 | 0.0% | 0.0% | 290 | -1,062 | -92.35% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 89 | 3 | 0.0% | 0.0% | 293 | -75 | -45.73% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 73 | 3 | 0.0% | — | 294 | +73 | New | Q4 2025 | Feb 18, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 88 | 3 | 0.0% | 0.0% | 291 | -12 | -12.0% | Q4 2025 | Mar 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 292 | +9 | 12.86% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 59 | 2 | 0.0% | — | 297 | +59 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 62 | 2 | 0.0% | — | 296 | +47 | 313.33% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | New | 26 | 1 | 0.0% | — | 302 | +26 | New | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 35 | 1 | 0.0% | — | 303 | +15 | 75.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 304 | -11 | -29.73% | Q4 2025 | Feb 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 305 | +2 | 8.7% | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 40 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Boreal Capital Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -47,047 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -37,534 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,795 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -17,924 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.33% | — | -14,950 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -14,007 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,587 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.32% | — | -10,575 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,518 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,504 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,791 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,322 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,752 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,594 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,989 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,685 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,673 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Alan B Lancz & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,548 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,528 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,034 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MAI Capital Management | History | Reduced | 7 | 0 | — | 0.0% | — | -200 | -96.62% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Torren Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 23 | 0 | — | 0.0% | — | -11 | -32.35% | Q4 2025 | Feb 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -6 | -27.27% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ASSETMARK, INC | History | Reduced | 23 | 0 | — | 0.0% | — | -4 | -14.81% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 14 | 0 | — | — | — | +3 | 27.27% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |