Crane NXT, Co. - CXT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 8,613,176 | 405,422 | 0.02% | 0.03% | 1 | +454 | 0.01% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,981,999 | 281,572 | 0.0% | 0.01% | 2 | -23,747 | -0.4% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 4,409,299 | 207,545 | 0.0% | 0.01% | 3 | -62,326 | -1.39% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,286,699 | 154,704 | 0.03% | 0.04% | 4 | -56,614 | -1.69% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,936,322 | 91,142 | 0.03% | 0.04% | 5 | +180,914 | 10.31% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,715,943 | 80,773 | 0.02% | 0.02% | 6 | +93,144 | 5.74% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,661,619 | 78,212 | 0.04% | 0.06% | 7 | +25,849 | 1.58% | Q4 2025 | Feb 13, 2026 |
| Channing Capital Management, LLC | History | Added to | 1,571,769 | 73,983 | 1.9% | 0.38% | 8 | +1,357,312 | 632.91% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,565,292 | 73,678 | 0.0% | 0.0% | 9 | +24,831 | 1.61% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 1,381,816 | 65,042 | 0.01% | 0.01% | 10 | +15,516 | 1.14% | Q4 2025 | Feb 19, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,216,829 | 57,276 | 0.4% | 0.52% | 11 | +49,669 | 4.26% | Q4 2025 | Jan 09, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 979,422 | 46,101 | 0.78% | 1.05% | 12 | +5,610 | 0.58% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 960,938 | 45,231 | 0.08% | 0.17% | 13 | -295,358 | -23.51% | Q4 2025 | Feb 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 917,097 | 43,175 | 0.0% | 0.0% | 14 | +13,218 | 1.46% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 812,522 | 38,245 | 0.26% | 0.51% | 15 | -341,787 | -29.61% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Reduced | 799,793 | 37,646 | 0.01% | 0.02% | 16 | -922,915 | -53.57% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 787,803 | 37,081 | 0.01% | 0.01% | 17 | +23,255 | 3.04% | Q4 2025 | Jan 29, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 692,881 | 32,613 | 0.04% | 0.05% | 18 | +71,362 | 11.48% | Q4 2025 | Feb 12, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Added to | 668,210 | 31,452 | 4.39% | 4.8% | 19 | +116,027 | 21.01% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 638,561 | 30,057 | 0.0% | — | 20 | +638,561 | New | Q4 2025 | Feb 10, 2026 |
| Capital World Investors | History | No change | 550,000 | 25,888 | 0.0% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 520,423 | 24,496 | 0.0% | 0.0% | 22 | -15,256 | -2.85% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 488,548 | 22,996 | 0.01% | 0.02% | 23 | -527,063 | -51.9% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 459,396 | 21,623 | 0.03% | 0.04% | 24 | +94,985 | 26.07% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 429,798 | 20,230 | 0.0% | 0.0% | 25 | -11,937 | -2.7% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 429,438 | 20,215 | 0.03% | 0.05% | 26 | -14,666 | -3.3% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 429,295 | 20,206 | 0.0% | 0.01% | 27 | +2,091 | 0.49% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 419,052 | 19,724 | 0.01% | 0.01% | 28 | -8,292 | -1.94% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 392,187 | 18,460 | 0.02% | 0.01% | 29 | +315,228 | 409.61% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 381,950 | 17,978 | 0.0% | 0.0% | 30 | -37,918 | -9.03% | Q4 2025 | Feb 17, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 373,446 | 17,578 | 0.33% | 0.49% | 31 | -16,753 | -4.29% | Q4 2025 | Feb 12, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 371,015 | 17,463 | 1.44% | 2.12% | 32 | -15,521 | -4.02% | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 328,848 | 15,478 | 0.16% | 0.22% | 33 | -4,552 | -1.37% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 323,817 | 15,242 | 0.0% | 0.0% | 34 | +92,197 | 39.81% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 313,566 | 14,759 | 0.2% | 0.27% | 35 | +6,753 | 2.2% | Q4 2025 | Feb 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 311,757 | 14,674 | 0.05% | 0.06% | 36 | -3,530 | -1.12% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 277,556 | 13,064 | 0.0% | 0.01% | 37 | -9,178 | -3.2% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 261,191 | 12,294 | 0.25% | 0.47% | 38 | -86,092 | -24.79% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 255,370 | 12,020 | 0.08% | — | 39 | +255,370 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 242,483 | 11,413 | 0.01% | 0.02% | 40 | -34,205 | -12.36% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 227,147 | 10,691 | 0.01% | 0.0% | 41 | +190,122 | 513.5% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 220,885 | 10,397 | 0.01% | 0.03% | 42 | -76,764 | -25.79% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 210,004 | 9,884 | 0.08% | — | 43 | +210,004 | New | Q4 2025 | Feb 17, 2026 |
| SG Capital Management LLC | History | New | 201,764 | 9,497 | 0.91% | — | 44 | +201,764 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 193,284 | 9,097 | 0.0% | 0.0% | 45 | +157,884 | 446.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 192,644 | 9,067 | 0.03% | 0.04% | 47 | -24,153 | -11.14% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 192,640 | 9,067 | 0.09% | 0.13% | 46 | -3,906 | -1.99% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 172,823 | 8,134 | 0.03% | — | 48 | +172,823 | New | Q4 2025 | Feb 12, 2026 |
| Invenomic Capital Management LP | History | New | 154,301 | 7,262 | 0.34% | — | 49 | +154,301 | New | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 142,960 | 6,729 | 0.08% | 0.13% | 50 | -4,994 | -3.38% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 138,617 | 6,524 | 0.01% | 0.01% | 51 | -3,710 | -2.61% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 138,531 | 6,520 | 0.0% | 0.01% | 52 | +29,306 | 26.83% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,525 | 6,426 | 0.01% | 0.02% | 53 | -32,633 | -19.29% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 131,087 | 6,171 | 0.0% | — | 54 | +131,087 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 129,834 | 6,111 | 0.01% | 0.01% | 55 | -4,911 | -3.64% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 119,161 | 5,608 | 0.02% | 0.04% | 56 | -12,149 | -9.25% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 119,068 | 5,604 | 0.0% | 0.0% | 57 | +17,991 | 17.8% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 115,868 | 5,453 | 0.0% | 0.0% | 58 | +840 | 0.73% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 114,570 | 5,393 | 0.01% | 0.02% | 59 | -3,100 | -2.63% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 111,264 | 5,237 | 0.0% | 0.0% | 60 | +58,076 | 109.19% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 111,101 | 5,229 | 0.0% | 0.02% | 61 | -234,134 | -67.82% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 109,073 | 5,134 | 0.02% | 0.0% | 62 | +90,764 | 495.73% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 108,798 | 5,121 | 0.0% | 0.0% | 63 | +79,206 | 267.66% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 108,730 | 5,117 | 0.16% | 0.19% | 64 | +14,007 | 14.79% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 107,582 | 5,063 | 0.0% | 0.0% | 65 | -2,730 | -2.47% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 106,842 | 5,029 | 0.03% | 0.05% | 66 | -1,446 | -1.34% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,327 | 5,004 | 0.0% | 0.0% | 67 | -3,552 | -3.23% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 106,300 | 5,003 | 0.01% | 0.02% | 68 | -62,500 | -37.03% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 101,900 | 4,796 | 0.0% | 0.0% | 69 | +1,800 | 1.8% | Q4 2025 | Feb 12, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Reduced | 96,924 | 4,562 | 0.87% | 1.18% | 70 | -163 | -0.17% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 96,368 | 4,536 | 0.02% | 0.02% | 71 | +3,161 | 3.39% | Q4 2025 | Jan 29, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 95,191 | 4,480 | 0.01% | 0.02% | 72 | -6,309 | -6.22% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 93,794 | 4,414 | 0.0% | 0.0% | 73 | -20,106 | -17.65% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 92,367 | 4,347 | 0.01% | 0.03% | 74 | -33,232 | -26.46% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 90,114 | 4,301 | 0.01% | 0.01% | 75 | +8 | 0.01% | Q4 2025 | Jan 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 86,357 | 4,064 | 0.09% | 0.12% | 76 | -6,029 | -6.53% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 85,012 | 4,001 | 0.0% | 0.01% | 77 | +8,160 | 10.62% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 82,588 | 3,887 | 0.06% | 0.1% | 78 | -19,355 | -18.99% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 82,486 | 3,882 | 0.0% | 0.0% | 79 | -84 | -0.1% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 78,548 | 3,697 | 0.0% | 0.0% | 80 | -5,486 | -6.53% | Q4 2025 | Feb 09, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 75,400 | 3,549 | 0.05% | 0.07% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EULAV Asset Management | History | No change | 75,300 | 3,544 | 0.09% | 0.12% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,808 | 3,427 | 0.01% | 0.01% | 83 | +28,704 | 65.08% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 72,407 | 3,408 | 0.09% | — | 84 | +72,407 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 71,200 | 3,351 | 0.0% | 0.0% | 85 | +15 | 0.02% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 68,052 | 3,203 | 0.0% | 0.0% | 86 | -945 | -1.37% | Q4 2025 | Feb 11, 2026 |
| TWINBEECH CAPITAL LP | History | New | 66,766 | 3,142 | 0.22% | — | 87 | +66,766 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 65,146 | 3,066 | 0.0% | 0.0% | 88 | +11,815 | 22.15% | Q4 2025 | Mar 25, 2026 |
| Engineers Gate Manager LP | History | Added to | 64,966 | 3,057 | 0.04% | 0.02% | 89 | +38,021 | 141.11% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 64,606 | 3,041 | 0.0% | 0.0% | 90 | -5,632 | -8.02% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 60,990 | 2,871 | 0.0% | 0.0% | 91 | +49,533 | 432.34% | Q4 2025 | Jan 09, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 59,918 | 2,820 | 0.31% | 0.0% | 92 | +1,015 | 1.72% | Q4 2025 | Feb 05, 2026 |
| Retirement Systems of Alabama | History | Reduced | 59,267 | 2,789 | 0.01% | 0.01% | 93 | -435 | -0.73% | Q4 2025 | Jan 15, 2026 |
| South Dakota Investment Council | History | No change | 59,200 | 2,787 | 0.05% | 0.08% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,110 | 2,735 | 0.0% | 0.01% | 95 | +1,140 | 2.0% | Q4 2025 | Feb 02, 2026 |
| CenterBook Partners LP | History | New | 58,014 | 2,730 | 0.13% | — | 96 | +58,014 | New | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 56,388 | 2,654 | 0.0% | 0.01% | 97 | -6,033 | -9.67% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 55,627 | 2,618 | 0.0% | 0.0% | 98 | +3,642 | 7.01% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Added to | 52,467 | 2,469 | 0.0% | 0.0% | 99 | +40,774 | 348.7% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 51,691 | 2,433 | 0.01% | 0.01% | 100 | +5,290 | 11.4% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 50,120 | 2,359 | 0.0% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 49,751 | 2,341 | 0.0% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 49,491 | 2,329 | 0.0% | 0.0% | 103 | +1,815 | 3.81% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 45,556 | 2,144 | 0.01% | 0.01% | 104 | +24,809 | 119.58% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 45,397 | 2,136 | 0.0% | — | 105 | +45,397 | New | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 45,289 | 2,131 | 0.02% | 0.03% | 106 | +290 | 0.64% | Q4 2025 | Feb 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 43,827 | 2,062 | 0.0% | — | 107 | +43,827 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 42,700 | 2,009 | 0.0% | — | 108 | +42,700 | New | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 42,499 | 2,000 | 0.0% | 0.0% | 109 | +31,850 | 299.09% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,905 | 1,925 | 0.0% | 0.0% | 110 | +76 | 0.19% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 40,682 | 1,914 | 0.06% | 0.05% | 111 | +23,790 | 140.84% | Q4 2025 | Feb 17, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 40,144 | 1,889 | 0.63% | 0.9% | 112 | -1,238 | -2.99% | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 38,626 | 1,818 | 0.01% | 0.01% | 113 | +3,263 | 9.23% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Reduced | 38,493 | 1,811 | 0.0% | 0.01% | 114 | -9,708 | -20.14% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,411 | 1,809 | 0.0% | 0.0% | 115 | +1,767 | 4.82% | Q4 2025 | Feb 17, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 37,900 | 1,783 | 0.07% | 0.1% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Reduced | 36,334 | 1,710 | 0.0% | 0.0% | 117 | -211 | -0.58% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 35,833 | 1,686 | 0.0% | 0.0% | 118 | +22,345 | 165.67% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 35,428 | 1,667 | 0.03% | 0.03% | 119 | +6,817 | 23.83% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 31,105 | 1,464 | 0.02% | 0.03% | 120 | -3,355 | -9.74% | Q4 2025 | Feb 02, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 30,024 | 1,413 | 0.02% | 0.01% | 121 | +11,886 | 65.53% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 30,014 | 1,412 | 0.14% | 0.2% | 122 | +194 | 0.65% | Q4 2025 | Jan 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 29,826 | 1,403 | 0.0% | — | 123 | +29,826 | New | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 29,625 | 1,394 | 1.71% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 29,081 | 1,368 | 0.01% | 0.01% | 125 | +3,292 | 12.77% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,273 | 1,330 | 0.0% | 0.0% | 126 | +1,533 | 5.73% | Q4 2025 | Mar 16, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 27,930 | 1,314 | 0.04% | — | 127 | +27,930 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 27,476 | 1,293 | 0.0% | 0.0% | 128 | -4,124 | -13.05% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | Added to | 25,889 | 1,218 | 0.01% | 0.01% | 129 | +14,167 | 120.86% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 25,511 | 1,200 | 0.0% | 0.0% | 130 | +3,318 | 14.95% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,122 | 1,135 | 0.01% | 0.01% | 131 | -1,250 | -4.93% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 24,079 | 1,133 | 0.0% | — | 133 | +24,079 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 24,074 | 1,133 | 0.0% | 0.0% | 132 | +2,274 | 10.43% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 24,034 | 1,131 | 0.04% | 0.07% | 134 | -8,128 | -25.27% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 23,527 | 1,107 | 0.03% | — | 135 | +23,527 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 22,393 | 1,054 | 0.0% | 0.01% | 136 | -28,956 | -56.39% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 22,139 | 1,042 | 0.01% | 0.01% | 137 | -490 | -2.17% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,437 | 1,008 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 21,096 | 992 | 0.01% | — | 139 | +21,096 | New | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 20,722 | 975 | 0.01% | 0.01% | 140 | -1,748 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,632 | 971 | 0.0% | 0.0% | 141 | +10,435 | 102.33% | Q4 2025 | Mar 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 20,552 | 967 | 0.01% | 0.02% | 142 | -2,253 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 20,511 | 965 | 0.0% | 0.0% | 143 | -1,498 | -6.81% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 18,763 | 947 | 0.0% | 0.0% | 144 | -803 | -4.1% | Q4 2025 | Feb 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 19,087 | 898 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 18,423 | 867 | 0.01% | 0.01% | 146 | +1,364 | 8.0% | Q4 2025 | Feb 02, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 18,029 | 848 | 0.02% | 0.04% | 147 | -365 | -1.98% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,747 | 835 | 0.0% | 0.0% | 148 | +9 | 0.05% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 17,603 | 828 | 0.06% | 0.08% | 149 | +2,432 | 16.03% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | New | 16,800 | 791 | 0.0% | — | 150 | +16,800 | New | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,279 | 780 | 0.01% | 0.01% | 151 | -259 | -1.67% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,427 | 773 | 0.0% | 0.0% | 152 | +3,681 | 28.88% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,227 | 763 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 15,295 | 719 | 0.0% | 0.0% | 154 | -568 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 15,210 | 716 | 0.17% | — | 155 | +15,210 | New | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,626 | 688 | 0.01% | 0.01% | 156 | +458 | 3.23% | Q4 2025 | Jan 05, 2026 |
| Arizona State Retirement System | History | Reduced | 14,411 | 678 | 0.0% | 0.01% | 157 | -866 | -5.67% | Q4 2025 | Jan 28, 2026 |
| Blueshift Asset Management, LLC | History | New | 14,308 | 673 | 0.19% | — | 158 | +14,308 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 13,700 | 644 | 0.01% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Reduced | 13,437 | 632 | 0.0% | 0.0% | 160 | -35 | -0.26% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,391 | 630 | 0.01% | 0.02% | 161 | -23,963 | -64.15% | Q4 2025 | Feb 10, 2026 |
| QSV Equity Investors LLC | History | Reduced | 13,244 | 623 | 0.92% | 0.92% | 162 | -157 | -1.17% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,136 | 618 | 0.0% | 0.03% | 163 | -303,963 | -95.86% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 12,449 | 585 | 0.05% | — | 164 | +12,449 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,358 | 581 | 0.0% | 0.0% | 165 | -315 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,012 | 565 | 0.0% | 0.0% | 166 | -15,406 | -56.19% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | New | 11,929 | 561 | 0.14% | — | 167 | +11,929 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,803 | 555 | 0.0% | 0.0% | 168 | +5,414 | 84.74% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 11,672 | 549 | 0.0% | 0.0% | 169 | -100 | -0.85% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,297 | 531 | 0.0% | 0.0% | 170 | -85 | -0.75% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,100 | 522 | 0.0% | 0.0% | 171 | +600 | 5.71% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,048 | 520 | 0.01% | 0.01% | 172 | +42 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 10,704 | 504 | 0.11% | — | 173 | +10,704 | New | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 10,040 | 501 | 0.12% | 0.16% | 174 | -321 | -3.1% | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 10,129 | 477 | 0.0% | 0.0% | 175 | +9,629 | 1925.8% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 9,939 | 467 | 0.0% | 0.0% | 176 | -1,547 | -13.47% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,887 | 465 | 0.01% | 0.01% | 177 | -100 | -1.0% | Q4 2025 | Feb 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 9,775 | 460 | 0.01% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 9,471 | 445 | 0.42% | — | 179 | +9,471 | New | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 9,308 | 438 | 0.17% | — | 180 | +9,308 | New | Q4 2025 | Jan 27, 2026 |
| Ethic Inc. | History | Added to | 9,145 | 430 | 0.01% | 0.01% | 181 | +627 | 7.36% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 9,051 | 426 | 0.01% | 0.02% | 182 | -205 | -2.21% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,640 | 406 | 0.0% | 0.0% | 183 | +596 | 7.41% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,583 | 404 | 0.01% | 0.01% | 184 | +793 | 10.18% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 8,492 | 399 | 0.0% | 0.0% | 185 | +2,183 | 34.6% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,418 | 396 | 0.0% | 0.0% | 186 | -27 | -0.32% | Q4 2025 | Jan 30, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,901 | 371 | 0.05% | 0.07% | 188 | +789 | 11.09% | Q4 2025 | Jan 21, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 2,011 | 371 | 0.01% | 0.02% | 187 | -12 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,159 | 367 | 0.01% | 0.02% | 189 | -165 | -2.25% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 7,687 | 361 | 0.06% | 0.07% | 191 | +1,344 | 21.19% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,671 | 361 | 0.0% | 0.0% | 190 | +153 | 2.04% | Q4 2025 | Feb 11, 2026 |
| S&T BANK/PA | History | No change | 7,245 | 341 | 0.11% | 0.14% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,786 | 338 | 0.0% | 0.0% | 193 | +23 | 0.34% | Q4 2025 | Jan 08, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,096 | 334 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 7,015 | 330 | 0.02% | 0.02% | 195 | -8 | -0.11% | Q4 2025 | Feb 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 6,999 | 329 | 0.02% | 0.02% | 196 | -2 | -0.03% | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 6,798 | 320 | 0.01% | 0.01% | 197 | -86 | -1.25% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 6,703 | 315 | 0.02% | 0.02% | 198 | +1,346 | 25.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,569 | 309 | 0.0% | 0.0% | 199 | -72 | -1.08% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,551 | 308 | 0.01% | 0.01% | 200 | -4 | -0.06% | Q4 2025 | Feb 13, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 6,430 | 302 | 0.01% | 0.06% | 201 | -12,045 | -65.2% | Q4 2025 | Feb 03, 2026 |
| Register Financial Advisors LLC | History | Reduced | 6,041 | 284 | 0.11% | 0.17% | 202 | -392 | -6.09% | Q4 2025 | Jan 21, 2026 |
| MQS Management LLC | History | New | 6,033 | 283 | 0.17% | — | 204 | +6,033 | New | Q4 2025 | Feb 09, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 6,021 | 283 | 0.01% | — | 203 | +6,021 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,007 | 282 | 0.0% | 0.0% | 205 | +5,687 | 1777.19% | Q4 2025 | Jan 23, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 5,953 | 280 | 0.0% | 0.0% | 206 | -617 | -9.39% | Q4 2025 | Feb 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,885 | 277 | 0.0% | 0.0% | 207 | -123 | -2.05% | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | New | 5,725 | 269 | 0.02% | — | 208 | +5,725 | New | Q4 2025 | Feb 17, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 5,656 | 266 | 0.02% | 0.11% | 209 | -21,182 | -78.93% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,654 | 266 | 0.0% | 0.0% | 210 | -136 | -2.35% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 5,572 | 262 | 0.11% | — | 211 | +5,572 | New | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 5,556 | 261 | 0.02% | — | 212 | +5,556 | New | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | No change | 5,500 | 258 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cetera Trust Company, N.A | History | Added to | 5,450 | 256 | 0.14% | 0.18% | 214 | +770 | 16.45% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,407 | 254 | 0.0% | 0.0% | 215 | +386 | 7.69% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 5,181 | 243 | 0.0% | — | 216 | +5,181 | New | Q4 2025 | Feb 13, 2026 |
| ARS Investment Partners, LLC | History | Added to | 5,159 | 242 | 0.01% | 0.02% | 217 | +1,124 | 27.86% | Q4 2025 | Feb 05, 2026 |
| Independent Advisor Alliance | History | Reduced | 5,079 | 239 | 0.01% | 0.01% | 218 | -211 | -3.99% | Q4 2025 | Feb 04, 2026 |
| Prudent Man Advisors, LLC | History | No change | 5,098 | 239 | 0.09% | 0.13% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,995 | 235 | 0.0% | 0.0% | 220 | +616 | 14.07% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,942 | 232 | 0.0% | 0.06% | 221 | -77,371 | -94.0% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Reduced | 4,760 | 224 | 0.0% | 0.01% | 222 | -12 | -0.25% | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,715 | 221 | 0.0% | — | 223 | +4,715 | New | Q4 2025 | Feb 17, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 4,699 | 221 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 4,668 | 219 | 0.01% | 0.02% | 225 | -10 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | New | 4,624 | 217 | 0.01% | — | 226 | +4,624 | New | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Reduced | 4,552 | 214 | 0.0% | 0.0% | 227 | -924 | -16.87% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 4,373 | 209 | 0.01% | — | 228 | +4,373 | New | Q4 2025 | Feb 12, 2026 |
| Claret Asset Management Corp | History | Reduced | 4,257 | 200 | 0.02% | 0.03% | 229 | -10 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 4,215 | 198 | 0.01% | 0.01% | 230 | -7,564 | -64.22% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,971 | 186 | 0.0% | 0.0% | 231 | -32,521 | -89.12% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,932 | 185 | 0.0% | 0.0% | 232 | +3,833 | 3871.72% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,868 | 182 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 3,687 | 173 | 0.02% | 0.02% | 234 | +1,254 | 51.54% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 3,590 | 168 | 0.01% | — | 235 | +3,590 | New | Q4 2025 | Feb 25, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,561 | 167 | 0.0% | 0.0% | 236 | -3,150 | -46.94% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,517 | 165 | 0.01% | 0.01% | 237 | -100 | -2.76% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,345 | 157 | 0.0% | 0.0% | 238 | -127 | -3.66% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,308 | 155 | 0.0% | 0.01% | 239 | +478 | 16.89% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,859 | 134 | 0.01% | 0.01% | 240 | -253 | -8.13% | Q4 2025 | Jan 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,492 | 117 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 2,170 | 108 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,162 | 102 | 0.0% | 0.0% | 243 | +700 | 47.88% | Q4 2025 | Feb 09, 2026 |
| Vestcor Inc | History | Reduced | 1,927 | 91 | 0.0% | 0.02% | 244 | -9,680 | -83.4% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 1,673 | 79 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 1,672 | 78 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 1,600 | 75 | 0.01% | 0.04% | 247 | -3,727 | -69.96% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,470 | 73 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,197 | 56 | 0.0% | 0.0% | 249 | +721 | 151.47% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 1,173 | 55 | 0.0% | 0.02% | 250 | -81,998 | -98.59% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Added to | 1,135 | 53 | 0.0% | 0.0% | 251 | +988 | 672.11% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,105 | 52 | 0.01% | — | 252 | +1,105 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,094 | 51 | 0.01% | — | 253 | +1,082 | 9016.67% | Q4 2025 | Mar 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,073 | 50 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Basepoint Wealth LLC | History | New | 1,043 | 49 | 0.03% | — | 255 | +1,043 | New | Q4 2025 | Feb 10, 2026 |
| Battery Global Advisors, LLC | History | No change | 239 | 44 | 0.02% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 900 | 42 | 0.01% | — | 257 | +900 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 876 | 41 | 0.0% | 0.0% | 258 | +19 | 2.22% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 206 | 37 | 0.0% | — | 259 | +206 | New | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 200 | 36 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 720 | 33 | 0.0% | 0.0% | 261 | -110 | -13.25% | Q4 2025 | Feb 02, 2026 |
| EASTERN BANK | History | No change | 652 | 30 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 641 | 30 | 0.01% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 616 | 29 | 0.0% | 0.0% | 265 | +10 | 1.65% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Reduced | 608 | 29 | 0.0% | 0.0% | 264 | -4 | -0.65% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | No change | 632 | 29 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 533 | 25 | 0.0% | 0.0% | 267 | -27 | -4.82% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 530 | 24 | 0.01% | — | 268 | +530 | New | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 500 | 23 | 0.0% | 0.0% | 269 | -34 | -6.37% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 509 | 23 | 0.0% | 0.0% | 270 | -8 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 449 | 21 | 0.0% | 0.0% | 271 | -448 | -49.94% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 459 | 21 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 431 | 20 | 0.01% | 0.04% | 273 | -663 | -60.6% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 423 | 19 | 0.01% | 0.02% | 274 | -67 | -13.67% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 387 | 18 | 0.0% | 0.0% | 275 | +47 | 13.82% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 389 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 377 | 17 | 0.01% | — | 279 | +377 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 380 | 17 | 0.0% | 0.0% | 277 | +19 | 5.26% | Q4 2025 | Feb 09, 2026 |
| Truvestments Capital LLC | History | Added to | 364 | 17 | 0.0% | 0.0% | 278 | +1 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 347 | 16 | 0.0% | — | 282 | +347 | New | Q4 2025 | Feb 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 342 | 16 | 0.01% | — | 283 | +342 | New | Q4 2025 | Feb 19, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 260 | 16 | 0.0% | — | 281 | +260 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 354 | 16 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 14 | 0.0% | 0.0% | 284 | -16,196 | -98.18% | Q4 2025 | Feb 02, 2026 |
| DV Trading LLC | History | New | 300 | 14 | 0.0% | — | 287 | +300 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 309 | 14 | 0.0% | 0.0% | 286 | -261 | -45.79% | Q4 2025 | Feb 06, 2026 |
| First PREMIER Bank | History | No change | 301 | 14 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | No change | 310 | 14 | 0.0% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 264 | 12 | 0.0% | 0.0% | 290 | -263 | -49.91% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 268 | 12 | 0.0% | 0.0% | 291 | +28 | 11.67% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 275 | 12 | 0.0% | 0.0% | 289 | +5 | 1.85% | Q4 2025 | Jan 07, 2026 |
| Quent Capital, LLC | History | Reduced | 239 | 11 | 0.0% | 0.0% | 294 | -181 | -43.1% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 242 | 11 | 0.0% | 0.0% | 292 | +169 | 231.51% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 247 | 11 | 0.0% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 192 | 9 | 0.0% | 0.0% | 295 | +14 | 7.87% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 181 | 8 | 0.0% | 0.0% | 297 | -400 | -68.85% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 179 | 8 | 0.0% | 0.0% | 296 | +1 | 0.56% | Q4 2025 | Feb 20, 2026 |
| Versant Capital Management, Inc | History | No change | 183 | 8 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 159 | 7 | 0.0% | 0.0% | 299 | -493 | -75.61% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | New | 169 | 7 | 0.0% | — | 301 | +169 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 164 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | New | 148 | 6 | 0.0% | — | 302 | +148 | New | Q4 2025 | Feb 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 118 | 5 | 0.0% | 0.0% | 304 | +14 | 13.46% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 109 | 5 | 0.0% | 0.0% | 305 | -4 | -3.54% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 118 | 5 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 85 | 4 | 0.0% | 0.0% | 310 | -533 | -86.25% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 103 | 4 | 0.0% | — | 315 | +103 | New | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | New | 87 | 4 | 0.0% | — | 311 | +87 | New | Q4 2025 | Jan 20, 2026 |
| Elyxium Wealth, LLC | History | New | 86 | 4 | 0.0% | — | 314 | +86 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 106 | 4 | 0.0% | 0.0% | 312 | -10 | -8.62% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | No change | 103 | 4 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 90 | 4 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 78 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | No change | 73 | 3 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 77 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ares Financial Consulting, LLC | History | New | 61 | 2 | 0.0% | — | 324 | +61 | New | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Reduced | 45 | 2 | 0.0% | 0.0% | 320 | -55 | -55.0% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 48 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DT Investment Partners, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 325 | -35 | -46.05% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 30 | 1 | 0.0% | — | 330 | +30 | New | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | New | 28 | 1 | 0.0% | — | 327 | +28 | New | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 24 | 1 | 0.0% | — | 328 | +24 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 24 | 1 | 0.0% | — | 335 | +24 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 32 | 1 | 0.0% | 0.0% | 334 | +16 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Phillip James Consulting Co. | History | New | 10 | 1 | 0.02% | — | 336 | +10 | New | Q4 2025 | Feb 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 38 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 40 | 1 | 0.02% | 0.03% | 333 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -526,444 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -131,989 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -131,115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -127,008 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -52,703 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,809 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,743 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,492 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fractal Investments LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,880 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,714 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,364 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,947 | -100.0% | Q3 2025 | Oct 22, 2025 |
| First City Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,230 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,149 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Busey Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -4,073 | -100.0% | Q3 2025 | Oct 15, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,063 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,876 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,871 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,861 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,835 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,697 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,555 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,524 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,467 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Thomasville National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -3,454 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -3,441 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,396 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,372 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,370 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,348 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,275 | -100.0% | Q3 2025 | Jan 22, 2026 |
| FOSTER & MOTLEY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,252 | -100.0% | Q3 2025 | Oct 23, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,053 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DLK Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -602 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 06, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rialto Wealth Management, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -100 | -96.15% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -19 | -73.08% | Q4 2025 | Jan 21, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Manchester Capital Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Bell Investment Advisors, Inc | History | Added to | 20 | 0 | — | — | — | +13 | 185.71% | Q4 2025 | Feb 24, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -8 | -47.06% | Q4 2025 | Jan 15, 2026 |
| Clearstead Trust, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 09, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |