DONALDSON Co INC - DCI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 11,809,433 | 1,047,024 | 0.02% | 0.01% | 1 | -229,741 | -1.91% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,917,049 | 967,905 | 0.02% | 0.02% | 2 | +236,794 | 2.22% | Q4 2025 | Feb 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 9,142,617 | 810,584 | 0.64% | 0.62% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 4,857,580 | 430,673 | 0.01% | 0.01% | 4 | -191,890 | -3.8% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 3,960,255 | 351,116 | 0.02% | 0.02% | 5 | -163,676 | -3.97% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,016,070 | 267,404 | 0.72% | 0.64% | 6 | -183,953 | -5.75% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,846,214 | 252,385 | 0.02% | 0.01% | 7 | +15,674 | 0.55% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 2,542,166 | 225,388 | 0.01% | 0.01% | 8 | +47,062 | 1.89% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 2,392,579 | 212,126 | 1.6% | 1.62% | 9 | -310,146 | -11.48% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 2,320,281 | 205,716 | 2.26% | 2.05% | 10 | -155,319 | -6.27% | Q4 2025 | Feb 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 2,109,595 | 187,036 | 0.63% | 0.48% | 11 | +380,419 | 22.0% | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,010,010 | 178,223 | 0.04% | 0.04% | 12 | +15,799 | 0.79% | Q4 2025 | Feb 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 1,707,872 | 151,419 | 0.42% | 0.0% | 13 | +1,701,387 | 26235.73% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,478,953 | 131,123 | 0.07% | 0.06% | 14 | -18,993 | -1.27% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 1,355,944 | 120,217 | 0.02% | 0.02% | 15 | +21,268 | 1.59% | Q4 2025 | Feb 19, 2026 |
| NORGES BANK | History | New | 1,355,580 | 120,185 | 0.01% | — | 16 | +1,355,580 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,213,253 | 107,566 | 0.02% | 0.02% | 17 | -70,073 | -5.46% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,140,411 | 101,108 | 0.01% | 0.01% | 18 | -47,533 | -4.0% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,038,789 | 92,099 | 0.07% | 0.09% | 19 | -400,191 | -27.81% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,025,579 | 90,927 | 0.07% | 0.07% | 20 | -82,610 | -7.45% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 946,530 | 85,121 | 0.14% | 0.12% | 21 | +22,494 | 2.43% | Q4 2025 | Jan 15, 2026 |
| CAPITAL COUNSEL LLC/NY | History | Added to | 958,463 | 84,977 | 3.25% | 2.99% | 22 | +5,862 | 0.62% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 957,573 | 84,898 | 0.05% | 0.06% | 23 | -221,311 | -18.77% | Q4 2025 | Feb 13, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 889,841 | 78,893 | 0.45% | 0.43% | 24 | -74,247 | -7.7% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 797,592 | 70,714 | 0.01% | 0.01% | 25 | +4,777 | 0.6% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 698,259 | 61,907 | 0.03% | 0.03% | 26 | +31,628 | 4.74% | Q4 2025 | Feb 17, 2026 |
| TrinityBridge Ltd | History | Reduced | 697,068 | 61,813 | 1.37% | 2.17% | 27 | -497,782 | -41.66% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 676,665 | 59,993 | 0.04% | 0.04% | 28 | -3,509 | -0.52% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 656,558 | 58,210 | 1.09% | 1.03% | 29 | -78,662 | -10.7% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 642,650 | 56,977 | 0.39% | — | 30 | +642,650 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 631,673 | 56,004 | 0.01% | 0.01% | 31 | -24,827 | -3.78% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 567,022 | 50,272 | 0.05% | 0.05% | 32 | -14,384 | -2.47% | Q4 2025 | Feb 06, 2026 |
| MAIRS & POWER INC | History | Reduced | 560,653 | 49,707 | 0.48% | 0.47% | 33 | -44,786 | -7.4% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 546,622 | 48,463 | 0.09% | 0.01% | 34 | +481,900 | 744.57% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 530,078 | 46,996 | 0.01% | 0.01% | 35 | -64,413 | -10.83% | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | Added to | 528,100 | 46,821 | 0.05% | 0.04% | 36 | +13,300 | 2.58% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 524,047 | 46,462 | 0.09% | 0.1% | 37 | +80,839 | 18.24% | Q4 2025 | Feb 17, 2026 |
| MCDANIEL TERRY & CO | History | Reduced | 503,113 | 44,605 | 3.88% | 3.66% | 38 | -52,735 | -9.49% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 469,476 | 41,623 | 0.06% | 0.01% | 39 | +400,613 | 581.75% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 467,341 | 41,434 | 0.0% | 0.0% | 40 | -22,660 | -4.62% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 450,349 | 39,928 | 0.02% | 0.04% | 41 | -488,812 | -52.05% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 400,289 | 35,489 | 0.06% | 0.08% | 42 | -90,412 | -18.43% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 399,209 | 35,381 | 0.06% | 0.0% | 43 | +397,717 | 26656.64% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 356,662 | 31,621 | 0.0% | 0.0% | 44 | +141,695 | 65.91% | Q4 2025 | Mar 25, 2026 |
| Carnegie Investment Counsel | History | Reduced | 353,657 | 31,355 | 0.58% | 0.55% | 45 | -663 | -0.19% | Q4 2025 | Jan 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 349,156 | 30,956 | 0.3% | 0.3% | 46 | -27,000 | -7.18% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 345,542 | 30,635 | 0.01% | 0.01% | 47 | -35,087 | -9.22% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 336,349 | 29,820 | 0.02% | 0.02% | 48 | -16,858 | -4.77% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 325,991 | 28,902 | 0.11% | 0.1% | 49 | +56,389 | 20.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 313,267 | 27,774 | 0.0% | 0.0% | 50 | -25,878 | -7.63% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 291,382 | 25,833 | 0.39% | 0.35% | 51 | -12,434 | -4.09% | Q4 2025 | Jan 05, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 273,570 | 24,256 | 0.65% | 1.59% | 52 | -498,602 | -64.57% | Q4 2025 | Jan 15, 2026 |
| DUDLEY & SHANLEY, INC. | History | Reduced | 270,405 | 23,974 | 3.85% | 3.56% | 53 | -180 | -0.07% | Q4 2025 | Jan 09, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 257,974 | 22,871 | 0.58% | — | 54 | +257,974 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 252,700 | 22,404 | 0.01% | 0.02% | 55 | -250,907 | -49.82% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 235,235 | 20,855 | 0.02% | 0.02% | 56 | -4,264 | -1.78% | Q4 2025 | Jan 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 233,889 | 20,736 | 0.12% | 0.11% | 57 | -14,815 | -5.96% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 233,512 | 20,703 | 0.07% | 0.1% | 58 | -121,880 | -34.29% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 228,600 | 20,267 | 0.01% | 0.01% | 59 | +2,700 | 1.2% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 226,801 | 20,108 | 0.01% | 0.01% | 60 | +9,717 | 4.48% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 216,645 | 19,966 | 0.03% | 0.03% | 61 | +1,729 | 0.8% | Q4 2025 | Jan 08, 2026 |
| Retirement Systems of Alabama | History | Reduced | 211,975 | 18,793 | 0.06% | 0.06% | 62 | -1,866 | -0.87% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 199,068 | 17,649 | 0.01% | 0.01% | 63 | -56,833 | -22.21% | Q4 2025 | Feb 18, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 194,794 | 17,270 | 0.93% | 0.88% | 64 | -8,675 | -4.26% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 193,206 | 17,129 | 0.0% | 0.0% | 65 | -2,282 | -1.17% | Q4 2025 | Feb 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 192,931 | 17,105 | 0.02% | — | 66 | +192,931 | New | Q4 2025 | Jan 23, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 184,154 | 16,327 | 2.65% | 2.39% | 67 | -2,647 | -1.42% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 183,784 | 16,294 | 0.01% | 0.02% | 68 | -345,017 | -65.25% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 182,157 | 16,150 | 0.0% | 0.0% | 69 | -37,691 | -17.14% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 180,409 | 15,995 | 0.02% | 0.01% | 70 | +22,624 | 14.34% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 169,966 | 15,069 | 0.0% | 0.0% | 71 | +22,182 | 15.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 161,141 | 14,286 | 0.0% | 0.01% | 72 | -65,482 | -28.89% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 153,747 | 13,631 | 0.01% | 0.01% | 73 | -6,832 | -4.25% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 150,231 | 13,320 | 0.01% | 0.01% | 74 | -7,337 | -4.66% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 145,846 | 12,930 | 0.24% | 0.22% | 75 | -1,699 | -1.15% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 156,424 | 12,503 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 139,361 | 12,355 | 0.08% | 0.08% | 77 | -11,500 | -7.62% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 138,094 | 12,243 | 0.0% | 0.0% | 78 | -1,255 | -0.9% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 134,756 | 11,947 | 0.0% | 0.0% | 79 | -44,792 | -24.95% | Q4 2025 | Feb 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 133,748 | 11,858 | 0.5% | 0.49% | 80 | -3,926 | -2.85% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 130,086 | 11,533 | 0.0% | 0.0% | 81 | +9,496 | 7.87% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 129,931 | 11,520 | 0.0% | — | 82 | +129,931 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Reduced | 129,457 | 11,477 | 0.03% | 0.03% | 83 | -16,098 | -11.06% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 127,183 | 11,276 | 0.03% | 0.03% | 84 | -48,130 | -27.45% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 125,901 | 11,162 | 0.09% | — | 85 | +125,901 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 122,557 | 10,865 | 0.02% | 0.02% | 86 | -4,280 | -3.37% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 119,692 | 10,611 | 0.11% | 0.1% | 87 | -1,245 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Concentric Capital Strategies, LP | History | New | 117,103 | 10,382 | 0.5% | — | 88 | +117,103 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 115,776 | 10,265 | 0.02% | 0.02% | 89 | -1,243 | -1.06% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 109,403 | 9,699 | 0.01% | 0.01% | 90 | -1,344 | -1.21% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 105,979 | 9,396 | 0.01% | 0.01% | 91 | +13,710 | 14.86% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 105,470 | 9,350 | 0.32% | 0.09% | 92 | +76,061 | 258.63% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 103,969 | 9,217 | 0.02% | — | 93 | +103,969 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 101,315 | 8,982 | 0.02% | 0.02% | 94 | +1,689 | 1.7% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 98,751 | 8,755 | 0.0% | 0.0% | 95 | -83,060 | -45.68% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 93,771 | 8,313 | 0.03% | 0.03% | 96 | -1,063 | -1.12% | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 93,633 | 8,302 | 0.0% | 0.0% | 97 | +4,361 | 4.89% | Q4 2025 | Feb 17, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | Reduced | 92,664 | 8,215 | 0.99% | 1.7% | 98 | -166,097 | -64.19% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 89,279 | 7,915 | 0.0% | 0.0% | 99 | -66,539 | -42.7% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 87,101 | 7,722 | 0.01% | 0.01% | 100 | -36,967 | -29.8% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 86,641 | 7,681 | 0.02% | — | 101 | +86,641 | New | Q4 2025 | Feb 10, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 85,354 | 7,567 | 0.74% | 0.65% | 102 | -265 | -0.31% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 82,803 | 7,342 | 0.01% | 0.01% | 103 | +7,155 | 9.46% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 82,295 | 7,296 | 0.01% | — | 104 | +82,295 | New | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 81,440 | 7,220 | 0.35% | 0.34% | 105 | -2,907 | -3.45% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 77,374 | 6,860 | 0.08% | 0.08% | 106 | -10,783 | -12.23% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 76,991 | 6,826 | 0.01% | 0.01% | 107 | +2,477 | 3.32% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 74,530 | 6,607 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 71,891 | 6,374 | 0.01% | 0.0% | 109 | +70,559 | 5297.22% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 70,931 | 6,313 | 0.01% | 0.01% | 110 | +33,242 | 88.2% | Q4 2025 | Jan 28, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 69,184 | 6,134 | 0.65% | 0.6% | 111 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SFE Investment Counsel | History | Reduced | 68,802 | 6,099 | 0.93% | 1.0% | 112 | -7,870 | -10.26% | Q4 2025 | Feb 05, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 68,545 | 6,077 | 0.9% | 0.87% | 113 | -1,415 | -2.02% | Q4 2025 | Feb 06, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 67,280 | 5,965 | 0.1% | 0.1% | 114 | -4,585 | -6.38% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 66,149 | 5,864 | 0.0% | 0.0% | 115 | +1,482 | 2.29% | Q4 2025 | Feb 06, 2026 |
| Covea Finance | History | No change | 61,900 | 5,488 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 61,616 | 5,463 | 0.01% | 0.01% | 117 | +11,259 | 22.36% | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 59,957 | 5,315 | 0.26% | 0.24% | 118 | -690 | -1.14% | Q4 2025 | Feb 06, 2026 |
| Gallo Partners, LP | History | New | 59,871 | 5,308 | 4.68% | — | 119 | +59,871 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 59,073 | 5,237 | 0.01% | 0.01% | 120 | -5,847 | -9.01% | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 58,792 | 5,212 | 0.5% | 0.45% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 57,633 | 5,109 | 0.15% | 0.14% | 122 | -3,945 | -6.41% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 56,603 | 5,018 | 0.02% | 0.02% | 123 | -3,279 | -5.48% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 56,332 | 4,994 | 0.31% | 0.3% | 124 | -908 | -1.59% | Q4 2025 | Jan 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 54,717 | 4,851 | 0.01% | 0.01% | 125 | +2,702 | 5.19% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 54,251 | 4,809 | 0.2% | 0.18% | 126 | +1,189 | 2.24% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | New | 54,035 | 4,790 | 0.03% | — | 127 | +54,035 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 53,972 | 4,785 | 0.0% | 0.0% | 128 | -8,486 | -13.59% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 53,900 | 4,779 | 5.86% | 0.09% | 129 | -775 | -1.42% | Q4 2025 | Feb 25, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 46,599 | 4,750 | 0.02% | 0.01% | 130 | -1,996 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 169,948 | 4,703 | 0.01% | 0.01% | 131 | +126,849 | 294.32% | Q4 2025 | Mar 09, 2026 |
| Willis Investment Counsel | History | Added to | 52,611 | 4,664 | 0.24% | 0.16% | 132 | +17,459 | 49.67% | Q4 2025 | Jan 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 51,004 | 4,522 | 0.03% | 0.03% | 133 | -2,782 | -5.17% | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 50,596 | 4,485 | 0.08% | 0.08% | 134 | +227 | 0.45% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 50,352 | 4,464 | 0.01% | 0.0% | 135 | +21,269 | 73.13% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 49,805 | 4,415 | 0.13% | 0.13% | 136 | -1,567 | -3.05% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 49,613 | 4,398 | 0.03% | 0.03% | 137 | -41 | -0.08% | Q4 2025 | Jan 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 48,918 | 4,337 | 0.04% | 0.03% | 138 | -2,879 | -5.56% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 48,643 | 4,313 | 0.01% | 0.01% | 139 | -3,556 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 48,206 | 4,273 | 0.04% | 0.05% | 140 | -5,607 | -10.42% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | New | 46,851 | 4,153 | 0.05% | — | 141 | +46,851 | New | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 45,815 | 4,061 | 0.0% | 0.0% | 142 | +7,616 | 19.94% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 44,258 | 3,923 | 0.08% | 0.1% | 143 | +5,677 | 14.71% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 43,419 | 3,849 | 0.01% | 0.0% | 144 | +2 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 43,251 | 3,834 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 42,760 | 3,791 | 0.01% | 0.01% | 146 | -1,661 | -3.74% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,706 | 3,786 | 0.0% | 0.0% | 147 | +4,286 | 11.16% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 42,688 | 3,784 | 0.11% | 0.03% | 148 | +23,727 | 125.14% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,673 | 3,762 | 0.04% | 0.03% | 149 | -900 | -2.33% | Q4 2025 | Jan 21, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 42,376 | 3,757 | 0.02% | 0.02% | 150 | -112 | -0.26% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | New | 42,008 | 3,724 | 0.04% | — | 151 | +42,008 | New | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Added to | 41,952 | 3,719 | 0.24% | 0.17% | 152 | +9,538 | 29.43% | Q4 2025 | Feb 17, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 41,137 | 3,647 | 0.86% | 1.05% | 153 | -13,216 | -24.32% | Q4 2025 | Feb 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 40,521 | 3,593 | 0.03% | — | 154 | +40,521 | New | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 40,463 | 3,587 | 0.02% | 0.02% | 155 | -152 | -0.37% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Reduced | 40,190 | 3,563 | 0.05% | 0.06% | 156 | -12,930 | -24.34% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 40,152 | 3,559 | 0.01% | 0.01% | 157 | -409 | -1.01% | Q4 2025 | Jan 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 40,111 | 3,556 | 0.19% | 0.21% | 158 | -8,770 | -17.94% | Q4 2025 | Feb 11, 2026 |
| JENSEN INVESTMENT MANAGEMENT INC | History | Reduced | 40,070 | 3,552 | 0.06% | 0.06% | 159 | -23,070 | -36.54% | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 39,684 | 3,518 | 3.49% | — | 160 | +39,684 | New | Q4 2025 | Feb 19, 2026 |
| Point72 Asset Management, L.P. | History | New | 39,599 | 3,510 | 0.0% | — | 161 | +39,599 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 39,507 | 3,502 | 0.01% | 0.01% | 162 | -4,622 | -10.47% | Q4 2025 | Jan 29, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 39,473 | 3,499 | 0.04% | 0.04% | 163 | +4,965 | 14.39% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 39,194 | 3,480 | 0.01% | 0.01% | 164 | +2,552 | 6.96% | Q4 2025 | Feb 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 39,225 | 3,477 | 0.01% | — | 165 | +39,225 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 38,432 | 3,407 | 0.01% | 0.01% | 166 | -800 | -2.04% | Q4 2025 | Feb 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,287 | 3,394 | 0.08% | 0.07% | 167 | +802 | 2.14% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 37,893 | 3,374 | 0.0% | 0.0% | 168 | -28,132 | -42.61% | Q4 2025 | Mar 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 38,026 | 3,371 | 0.03% | 0.03% | 169 | -7,060 | -15.66% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,962 | 3,277 | 0.01% | 0.01% | 170 | +8,697 | 30.77% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 36,638 | 3,248 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 36,500 | 3,236 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 34,740 | 3,080 | 0.04% | 0.04% | 173 | -702 | -1.98% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 34,365 | 3,046 | 0.0% | 0.0% | 174 | -91 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 34,261 | 3,037 | 0.0% | 0.0% | 175 | +5,721 | 20.05% | Q4 2025 | Feb 13, 2026 |
| Ballast Asset Management, LP | History | Reduced | 34,242 | 3,035 | 1.43% | 1.32% | 176 | -1,211 | -3.42% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,024 | 3,016 | 0.0% | 0.0% | 177 | -21,717 | -38.96% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 33,962 | 3,011 | 0.05% | 0.04% | 178 | +2,791 | 8.95% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 33,641 | 2,982 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Reduced | 33,440 | 2,964 | 0.01% | 0.01% | 180 | -17,041 | -33.76% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 33,412 | 2,962 | 0.01% | 0.01% | 181 | +4,133 | 14.12% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 33,017 | 2,929 | 0.0% | 0.0% | 182 | +4,838 | 17.17% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Added to | 32,724 | 2,901 | 0.04% | 0.76% | 183 | +6,227 | 23.5% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 32,614 | 2,891 | 0.02% | 0.02% | 184 | -1,866 | -5.41% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 32,301 | 2,863 | 0.1% | 0.09% | 185 | +991 | 3.17% | Q4 2025 | Jan 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,100 | 2,845 | 0.05% | 0.04% | 186 | -300 | -0.93% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 32,067 | 2,843 | 0.0% | 0.0% | 187 | +407 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 31,689 | 2,809 | 0.13% | — | 188 | +31,689 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | No change | 31,599 | 2,801 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aurora Investment Counsel | History | Reduced | 30,529 | 2,706 | 1.42% | 1.38% | 190 | -1,755 | -5.44% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 30,428 | 2,697 | 0.0% | 0.0% | 191 | +3,689 | 13.8% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 30,426 | 2,697 | 0.16% | 0.15% | 192 | -99 | -0.32% | Q4 2025 | Jan 27, 2026 |
| Great Waters Wealth Management | History | Reduced | 30,419 | 2,696 | 0.3% | 0.3% | 193 | -400 | -1.3% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 30,358 | 2,692 | 0.0% | — | 194 | +30,358 | New | Q4 2025 | Feb 17, 2026 |
| Arjuna Capital | History | New | 29,945 | 2,654 | 0.65% | — | 195 | +29,945 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29,884 | 2,649 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Reduced | 29,018 | 2,572 | 0.0% | 0.0% | 197 | -83,142 | -74.13% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 28,986 | 2,569 | 0.01% | 0.01% | 198 | -919 | -3.07% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 28,706 | 2,545 | 0.02% | 0.02% | 199 | -2,058 | -6.69% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Added to | 27,449 | 2,433 | 0.04% | 0.03% | 200 | +5,015 | 22.35% | Q4 2025 | Feb 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 27,358 | 2,425 | 0.01% | 0.01% | 201 | -400 | -1.44% | Q4 2025 | Jan 29, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 26,005 | 2,305 | 0.01% | 0.01% | 202 | -1,015 | -3.76% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 25,915 | 2,297 | 0.03% | 0.03% | 203 | -57 | -0.22% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Reduced | 25,411 | 2,252 | 0.01% | 0.02% | 204 | -15,440 | -37.8% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,318 | 2,245 | 0.0% | 0.0% | 205 | +6,778 | 36.56% | Q4 2025 | Feb 10, 2026 |
| Values First Advisors, Inc. | History | Reduced | 25,325 | 2,245 | 1.16% | 1.16% | 206 | -1,127 | -4.26% | Q4 2025 | Jan 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 24,900 | 2,208 | 0.07% | 0.06% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 24,702 | 2,190 | 0.8% | 0.75% | 208 | -603 | -2.38% | Q4 2025 | Feb 09, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 24,320 | 2,156 | 0.25% | 0.23% | 209 | -250 | -1.02% | Q4 2025 | Jan 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 24,039 | 2,131 | 0.02% | 0.03% | 210 | +961 | 4.16% | Q4 2025 | Feb 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 23,425 | 2,076 | 0.16% | 0.15% | 211 | +431 | 1.87% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 23,407 | 2,075 | 0.01% | — | 212 | +23,407 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 23,386 | 2,073 | 0.0% | 0.01% | 213 | -3,647 | -13.49% | Q4 2025 | Jan 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 23,108 | 2,048 | 0.03% | 0.03% | 214 | -390 | -1.66% | Q4 2025 | Feb 04, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | New | 22,600 | 2,003 | 0.02% | — | 215 | +22,600 | New | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Added to | 22,210 | 1,969 | 0.05% | 0.04% | 216 | +497 | 2.29% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 21,901 | 1,941 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 21,679 | 1,922 | 0.0% | 0.0% | 218 | +3,221 | 17.45% | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 21,451 | 1,901 | 0.03% | 0.03% | 219 | -3,795 | -15.03% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 21,495 | 1,899 | 0.01% | 0.01% | 220 | +5,205 | 31.95% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 20,986 | 1,860 | 0.03% | 0.03% | 221 | -1,355 | -6.07% | Q4 2025 | Feb 06, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | New | 20,252 | 1,828 | 0.01% | — | 222 | +20,252 | New | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 20,149 | 1,786 | 0.01% | 0.01% | 224 | +5,554 | 38.05% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 20,149 | 1,786 | 0.03% | 0.03% | 223 | +193 | 0.97% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,369 | 1,717 | 0.0% | 0.0% | 225 | +2,917 | 17.73% | Q4 2025 | Feb 18, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 19,271 | 1,708 | 0.47% | 0.45% | 226 | -40 | -0.21% | Q4 2025 | Feb 09, 2026 |
| Utah Retirement Systems | History | No change | 19,219 | 1,703 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 19,122 | 1,695 | 0.02% | 0.02% | 228 | -1,100 | -5.44% | Q4 2025 | Jan 22, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 18,956 | 1,680 | 0.24% | 0.22% | 229 | -455 | -2.34% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 18,628 | 1,651 | 0.04% | 0.04% | 230 | -14,072 | -43.03% | Q4 2025 | Feb 17, 2026 |
| JGP Wealth Management, LLC | History | New | 18,554 | 1,644 | 0.17% | — | 231 | +18,554 | New | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Added to | 18,534 | 1,643 | 0.03% | 0.03% | 232 | +3,171 | 20.64% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | Added to | 18,475 | 1,637 | 0.0% | 0.0% | 233 | +7,652 | 70.7% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 18,299 | 1,622 | 0.0% | 0.0% | 235 | +695 | 3.95% | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Reduced | 18,302 | 1,622 | 0.09% | 0.09% | 234 | -510 | -2.71% | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Added to | 18,147 | 1,608 | 0.09% | 0.01% | 236 | +17,193 | 1802.2% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Added to | 18,053 | 1,600 | 0.02% | 0.0% | 237 | +13,049 | 260.77% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 17,793 | 1,577 | 0.07% | 0.05% | 238 | +2,875 | 19.27% | Q4 2025 | Feb 09, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 17,545 | 1,555 | 0.0% | — | 239 | +17,545 | New | Q4 2025 | Jan 23, 2026 |
| Inscription Capital, LLC | History | Added to | 17,528 | 1,554 | 0.16% | 0.15% | 240 | +44 | 0.25% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 17,460 | 1,548 | 0.02% | 0.02% | 241 | +3,680 | 26.71% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,399 | 1,542 | 0.0% | 0.0% | 242 | +2,910 | 20.08% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,144 | 1,519 | 0.0% | 0.0% | 243 | +4,941 | 40.49% | Q4 2025 | Feb 10, 2026 |
| Formidable Asset Management, LLC | History | No change | 18,554 | 1,518 | 0.22% | 0.2% | 244 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,095 | 1,515 | 0.0% | 0.0% | 245 | +75 | 0.44% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 16,866 | 1,495 | 0.02% | 0.02% | 246 | -2,780 | -14.15% | Q4 2025 | Feb 05, 2026 |
| Artemis Investment Management LLP | History | New | 16,846 | 1,493 | 0.02% | — | 247 | +16,846 | New | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,724 | 1,482 | 0.03% | 0.03% | 248 | -1,508 | -8.27% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Added to | 16,316 | 1,446 | 0.01% | 0.01% | 249 | +801 | 5.16% | Q4 2025 | Feb 10, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 16,085 | 1,426 | 0.37% | 0.31% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | No change | 16,000 | 1,418 | 0.02% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 15,883 | 1,408 | 0.03% | 0.01% | 252 | +12,644 | 390.37% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,288 | 1,355 | 0.01% | 0.01% | 253 | +4,121 | 36.9% | Q4 2025 | Feb 03, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 15,180 | 1,346 | 0.4% | — | 254 | +15,180 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 15,046 | 1,333 | 0.0% | 0.0% | 255 | -751 | -4.75% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 14,760 | 1,308 | 0.07% | — | 256 | +14,760 | New | Q4 2025 | Feb 13, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Reduced | 14,688 | 1,302 | 0.63% | 0.59% | 257 | -530 | -3.48% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Reduced | 14,672 | 1,301 | 0.0% | 0.01% | 258 | -5,519 | -27.33% | Q4 2025 | Jan 30, 2026 |
| Sendero Wealth Management, LLC | History | No change | 14,481 | 1,283 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 14,132 | 1,275 | 0.0% | — | 260 | +14,132 | New | Q4 2025 | Feb 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 14,229 | 1,261 | 0.3% | 0.3% | 261 | +229 | 1.64% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Added to | 13,853 | 1,228 | 0.03% | 0.02% | 262 | +9,329 | 206.21% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 13,728 | 1,217 | 0.0% | 0.0% | 263 | -7,195 | -34.39% | Q4 2025 | Feb 24, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 13,720 | 1,216 | 0.0% | 0.0% | 264 | +3,220 | 30.67% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,682 | 1,213 | 0.01% | 0.01% | 265 | -7,822 | -36.37% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Reduced | 13,420 | 1,189 | 0.0% | 0.02% | 266 | -56,977 | -80.94% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,295 | 1,179 | 0.0% | 0.0% | 267 | +885 | 7.13% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,260 | 1,175 | 0.01% | 0.01% | 268 | +996 | 8.12% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,131 | 1,164 | 0.03% | 0.03% | 269 | +205 | 1.59% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | New | 13,118 | 1,163 | 0.11% | — | 270 | +13,118 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,077 | 1,159 | 0.05% | 0.05% | 271 | -1,000 | -7.1% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Reduced | 13,020 | 1,154 | 0.13% | 0.13% | 272 | -570 | -4.19% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,864 | 1,140 | 0.0% | 0.0% | 273 | -716 | -5.27% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 13,911 | 1,139 | 0.0% | 0.0% | 274 | +17 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 11,659 | 1,033 | 0.0% | 0.0% | 275 | +8,849 | 314.91% | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 11,507 | 1,020 | 0.06% | 0.05% | 276 | +1,488 | 14.85% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,075 | 1,015 | 0.03% | 0.02% | 277 | -147 | -1.44% | Q4 2025 | Jan 28, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 11,300 | 1,001 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 11,228 | 995 | 0.18% | 0.16% | 279 | +760 | 7.26% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | Added to | 11,193 | 992 | 0.05% | 0.04% | 280 | +2,044 | 22.34% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Reduced | 10,987 | 974 | 0.01% | 0.01% | 281 | -2,003 | -15.42% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 10,969 | 972 | 0.0% | — | 282 | +10,969 | New | Q4 2025 | Feb 12, 2026 |
| Granite Investment Partners, LLC | History | No change | 10,940 | 969 | 0.06% | 0.05% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 9,533 | 963 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 10,656 | 945 | 0.0% | 0.0% | 285 | +267 | 2.57% | Q4 2025 | Jan 26, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 10,334 | 916 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 10,295 | 912 | 0.37% | 2.49% | 287 | +3,941 | 62.02% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 10,238 | 907 | 0.01% | 0.01% | 288 | -1,644 | -13.84% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,084 | 894 | 0.03% | 0.02% | 289 | -306 | -2.95% | Q4 2025 | Jan 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 10,032 | 889 | 0.05% | 0.04% | 290 | -2 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 10,003 | 886 | 0.01% | — | 291 | +10,003 | New | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Added to | 9,919 | 879 | 0.03% | 0.03% | 292 | +25 | 0.25% | Q4 2025 | Jan 23, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 9,600 | 851 | 0.05% | 0.03% | 293 | -8 | -0.08% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,552 | 846 | 0.0% | 0.0% | 294 | +1,295 | 15.68% | Q4 2025 | Feb 12, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 9,400 | 833 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,374 | 831 | 0.0% | 0.0% | 296 | -1,095 | -10.46% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 9,341 | 828 | 0.03% | — | 298 | +9,341 | New | Q4 2025 | Feb 23, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 9,349 | 828 | 0.12% | 0.11% | 297 | -268 | -2.79% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 9,276 | 822 | 0.01% | — | 299 | +9,276 | New | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 9,078 | 818 | 0.0% | 0.0% | 300 | -3,458 | -27.58% | Q4 2025 | Feb 18, 2026 |
| Sylvest Advisors, LLC | History | Added to | 9,237 | 818 | 0.44% | 0.39% | 301 | +275 | 3.07% | Q4 2025 | Jan 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 9,148 | 811 | 0.08% | — | 302 | +9,148 | New | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 9,041 | 801 | 0.0% | 0.0% | 303 | +5,839 | 182.35% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,838 | 784 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sciencast Management LP | History | New | 8,727 | 773 | 0.11% | — | 305 | +8,727 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,693 | 770 | 0.01% | 0.01% | 306 | -659 | -7.05% | Q4 2025 | Feb 03, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 8,603 | 762 | 0.05% | 0.04% | 307 | +101 | 1.19% | Q4 2025 | Jan 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 8,441 | 748 | 0.03% | 0.02% | 308 | -285 | -3.27% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,350 | 740 | 0.0% | 0.0% | 309 | -603 | -6.74% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,229 | 729 | 0.0% | — | 310 | +8,229 | New | Q4 2025 | Feb 04, 2026 |
| Glenview Trust Co | History | Added to | 8,060 | 714 | 0.01% | 0.01% | 311 | +60 | 0.75% | Q4 2025 | Feb 09, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 6,897 | 703 | 0.09% | 0.06% | 312 | +1,754 | 34.1% | Q4 2025 | Feb 23, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 7,898 | 700 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 7,779 | 689 | 0.16% | 0.18% | 314 | +2,181 | 38.96% | Q4 2025 | Feb 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,665 | 679 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | New | 7,500 | 664 | 0.03% | — | 316 | +7,500 | New | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,338 | 650 | 0.01% | 0.0% | 317 | +1,042 | 16.55% | Q4 2025 | Feb 13, 2026 |
| Affiance Financial, LLC | History | No change | 7,326 | 649 | 0.1% | 0.11% | 318 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 7,265 | 644 | 0.03% | 0.02% | 319 | +6 | 0.08% | Q4 2025 | Feb 11, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 7,253 | 643 | 0.1% | 0.11% | 320 | -350 | -4.6% | Q4 2025 | Feb 10, 2026 |
| Versor Investments LP | History | Reduced | 7,100 | 629 | 0.1% | 0.18% | 321 | -4,739 | -40.03% | Q4 2025 | Feb 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 7,100 | 629 | 0.47% | 0.43% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,040 | 624 | 0.01% | 0.01% | 323 | -154 | -2.14% | Q4 2025 | Feb 03, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 6,979 | 618 | 0.02% | 0.02% | 324 | -584 | -7.72% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,883 | 610 | 0.01% | 0.01% | 325 | -296 | -4.12% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 6,848 | 607 | 0.02% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,784 | 601 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,752 | 599 | 0.0% | 0.0% | 328 | +75 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 6,724 | 596 | 0.03% | — | 329 | +6,724 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,585 | 584 | 0.0% | 0.0% | 330 | -120 | -1.79% | Q4 2025 | Feb 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 6,583 | 583 | 0.02% | 0.02% | 331 | -12 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Associates, LP | History | Reduced | 6,558 | 581 | 0.0% | 0.01% | 332 | -31,390 | -82.72% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 6,388 | 566 | 0.01% | 0.0% | 333 | +3,470 | 118.92% | Q4 2025 | Feb 18, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,360 | 563 | 0.0% | 0.0% | 334 | -8,800 | -58.05% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,200 | 549 | 0.0% | 0.0% | 335 | +471 | 8.22% | Q4 2025 | Feb 12, 2026 |
| MQS Management LLC | History | New | 6,003 | 532 | 0.31% | — | 336 | +6,003 | New | Q4 2025 | Feb 09, 2026 |
| Aristotle Capital Management, LLC | History | No change | 6,000 | 531 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | No change | 5,965 | 528 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,905 | 523 | 0.01% | 0.01% | 340 | -223 | -3.64% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 5,904 | 523 | 0.02% | 0.03% | 339 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 5,892 | 522 | 0.14% | 0.12% | 341 | +168 | 2.94% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,849 | 518 | 0.0% | 0.0% | 342 | -4,049 | -40.91% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 5,706 | 505 | 0.0% | — | 343 | +5,706 | New | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Added to | 5,679 | 503 | 0.0% | 0.0% | 344 | +877 | 18.26% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,645 | 500 | 0.02% | 0.01% | 345 | +132 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,612 | 497 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 5,589 | 495 | 0.0% | 0.0% | 347 | +108 | 1.97% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | New | 5,472 | 485 | 0.0% | — | 348 | +5,472 | New | Q4 2025 | Feb 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 5,400 | 478 | 0.02% | 0.02% | 350 | -400 | -6.9% | Q4 2025 | Feb 12, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 5,400 | 478 | 0.11% | 0.08% | 349 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CX Institutional | History | Reduced | 5,330 | 473 | 0.01% | 0.01% | 351 | -63 | -1.17% | Q4 2025 | Feb 02, 2026 |
| Farringdon Capital, Ltd. | History | New | 5,221 | 462 | 0.11% | — | 352 | +5,221 | New | Q4 2025 | Feb 17, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 5,168 | 458 | 0.12% | 0.12% | 353 | -105 | -1.99% | Q4 2025 | Feb 05, 2026 |
| Curated Wealth Partners LLC | History | Added to | 5,066 | 449 | 0.05% | 0.04% | 354 | +1,216 | 31.58% | Q4 2025 | Jan 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,049 | 447 | 0.06% | 0.05% | 355 | +514 | 11.33% | Q4 2025 | Jan 08, 2026 |
| Impact Capital Partners LLC | History | Reduced | 5,026 | 445 | 0.13% | 0.13% | 358 | -402 | -7.41% | Q4 2025 | Jan 07, 2026 |
| Argent Trust Co | History | Reduced | 5,024 | 445 | 0.02% | 0.02% | 357 | -192 | -3.68% | Q4 2025 | Feb 10, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 5,025 | 445 | 0.08% | 0.08% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,009 | 444 | 0.01% | 0.01% | 359 | -424 | -7.8% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 4,950 | 438 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,917 | 435 | 0.02% | 0.01% | 361 | +1,460 | 42.23% | Q4 2025 | Jan 14, 2026 |
| Riverwater Partners LLC | History | No change | 4,913 | 435 | 0.17% | 0.17% | 362 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 4,800 | 425 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 4,750 | 421 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 4,660 | 420 | 0.01% | 0.0% | 366 | +303 | 6.95% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Reduced | 4,744 | 420 | 0.01% | 0.01% | 365 | -269 | -5.37% | Q4 2025 | Jan 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 4,667 | 413 | 0.01% | — | 367 | +4,667 | New | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 4,639 | 411 | 0.07% | — | 368 | +4,639 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,620 | 409 | 0.01% | 0.02% | 369 | -3,654 | -44.16% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,603 | 408 | 0.0% | 0.0% | 370 | -117 | -2.48% | Q4 2025 | Jan 29, 2026 |
| SNS Financial Group, LLC | History | No change | 4,554 | 403 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 4,504 | 400 | 0.08% | 0.22% | 372 | -14,798 | -76.67% | Q4 2025 | Feb 02, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 4,514 | 400 | 0.36% | — | 373 | +4,514 | New | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Reduced | 4,494 | 398 | 0.06% | 0.05% | 374 | -166 | -3.56% | Q4 2025 | Feb 10, 2026 |
| Accredited Investors Inc. | History | Added to | 4,479 | 397 | 0.02% | 0.02% | 375 | +153 | 3.54% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | No change | 4,422 | 392 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 4,418 | 391 | 0.12% | 0.25% | 377 | -12,748 | -74.26% | Q4 2025 | Feb 17, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 4,400 | 390 | 0.31% | 0.32% | 378 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 4,382 | 388 | 0.0% | 0.0% | 379 | -8,959 | -67.15% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | New | 4,332 | 384 | 0.01% | — | 380 | +4,332 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,327 | 383 | 0.01% | 0.01% | 381 | -2,002 | -31.63% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,313 | 382 | 0.01% | 0.01% | 382 | +1,552 | 56.21% | Q4 2025 | Feb 11, 2026 |
| SOMERVILLE KURT F | History | No change | 4,125 | 365 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 4,101 | 363 | 0.01% | — | 384 | +4,101 | New | Q4 2025 | Feb 05, 2026 |
| CERTUITY, LLC | History | Added to | 4,088 | 362 | 0.02% | 0.02% | 385 | +819 | 25.05% | Q4 2025 | Jan 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,062 | 360 | 0.01% | 0.01% | 386 | +688 | 20.39% | Q4 2025 | Feb 10, 2026 |
| TWINBEECH CAPITAL LP | History | New | 4,000 | 354 | 0.03% | — | 387 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 3,943 | 349 | 0.01% | 0.01% | 388 | -357 | -8.3% | Q4 2025 | Feb 17, 2026 |
| denkapparat Operations GmbH | History | No change | 3,884 | 344 | 0.19% | 0.2% | 389 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,863 | 342 | 0.0% | — | 390 | +3,863 | New | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | No change | 3,823 | 338 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diametric Capital, LP | History | New | 3,802 | 337 | 0.09% | — | 392 | +3,802 | New | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,746 | 332 | 0.01% | 0.01% | 393 | +832 | 28.55% | Q4 2025 | Feb 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,754 | 332 | 0.01% | 0.01% | 394 | +9 | 0.24% | Q4 2025 | Jan 15, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,736 | 331 | 0.09% | 0.08% | 395 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 3,715 | 329 | 0.15% | 0.17% | 396 | -855 | -18.71% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Reduced | 3,668 | 325 | 0.01% | 0.01% | 397 | -204 | -5.27% | Q4 2025 | Mar 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 3,671 | 325 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,652 | 323 | 0.03% | 0.03% | 400 | -134 | -3.54% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 3,644 | 323 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,599 | 319 | 0.0% | — | 401 | +3,599 | New | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 3,511 | 311 | 0.05% | — | 402 | +3,511 | New | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,474 | 308 | 0.0% | 0.0% | 403 | -300 | -7.95% | Q4 2025 | Feb 13, 2026 |
| Leeward Financial Partners, LLC | History | No change | 3,482 | 308 | 0.09% | 0.08% | 404 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,440 | 304 | 0.01% | 0.01% | 405 | +118 | 3.55% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 3,625 | 303 | 0.0% | 0.0% | 406 | +646 | 21.69% | Q4 2025 | Feb 11, 2026 |
| SUMMITRY LLC | History | Added to | 3,385 | 300 | 0.01% | 0.01% | 407 | +649 | 23.72% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,373 | 299 | 0.0% | 0.0% | 408 | +175 | 5.47% | Q4 2025 | Jan 28, 2026 |
| Trust Point Inc. | History | Reduced | 3,356 | 297 | 0.02% | 0.02% | 409 | -342 | -9.25% | Q4 2025 | Jan 13, 2026 |
| Aristides Capital LLC | History | Reduced | 3,295 | 292 | 0.05% | 0.04% | 411 | -398 | -10.78% | Q4 2025 | Feb 26, 2026 |
| M. Kraus & Co | History | Reduced | 3,304 | 292 | 0.08% | 0.08% | 410 | -139 | -4.04% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,293 | 292 | 0.01% | 0.01% | 412 | -15 | -0.45% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 3,293 | 291 | 0.07% | — | 413 | +3,293 | New | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,235 | 286 | 0.01% | 0.01% | 414 | -103 | -3.09% | Q4 2025 | Jan 20, 2026 |
| First Eagle Investment Management, LLC | History | No change | 3,200 | 283 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 3,200 | 283 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Osprey Private Wealth LLC | History | No change | 3,200 | 283 | 0.08% | 0.09% | 417 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,163 | 280 | 0.02% | 0.02% | 418 | -811 | -20.41% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 3,028 | 279 | 0.01% | 0.01% | 419 | -98 | -3.13% | Q4 2025 | Jan 26, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 3,124 | 276 | 0.02% | 0.01% | 420 | +737 | 30.88% | Q4 2025 | Feb 11, 2026 |
| Legend Financial Advisors, Inc. | History | New | 3,092 | 274 | 0.17% | — | 421 | +3,092 | New | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 2,838 | 274 | 0.01% | 0.01% | 422 | -26 | -0.91% | Q4 2025 | Feb 03, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 3,007 | 266 | 0.04% | 0.04% | 423 | -129 | -4.11% | Q4 2025 | Jan 21, 2026 |
| WASHINGTON TRUST BANK | History | No change | 3,000 | 265 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,000 | 265 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 3,000 | 265 | 0.06% | 0.06% | 426 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Meeder Advisory Services, Inc. | History | New | 2,988 | 264 | 0.01% | — | 427 | +2,988 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,967 | 263 | 0.01% | 0.01% | 428 | +304 | 11.42% | Q4 2025 | Jan 05, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 2,960 | 262 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brooklyn Investment Group | History | New | 2,856 | 259 | 0.01% | — | 430 | +2,856 | New | Q4 2025 | Feb 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 2,905 | 257 | 0.1% | — | 431 | +2,905 | New | Q4 2025 | Jan 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,884 | 255 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,868 | 254 | 0.0% | 0.0% | 435 | -2,627 | -47.81% | Q4 2025 | Feb 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,867 | 254 | 0.0% | 0.0% | 434 | +305 | 11.9% | Q4 2025 | Jan 16, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 2,868 | 254 | 0.01% | 0.01% | 433 | -167 | -5.5% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | New | 2,836 | 251 | 0.0% | — | 436 | +2,836 | New | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 2,825 | 250 | 0.01% | 0.01% | 437 | -7,965 | -73.82% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 2,800 | 248 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,790 | 247 | 0.14% | — | 441 | +2,790 | New | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,792 | 247 | 0.0% | 0.0% | 440 | -367 | -11.62% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,791 | 247 | 0.0% | 0.0% | 439 | +16 | 0.58% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,781 | 246 | 0.0% | — | 443 | +2,781 | New | Q4 2025 | Jan 14, 2026 |
| Forum Financial Management, LP | History | Added to | 2,781 | 246 | 0.0% | 0.0% | 444 | +6 | 0.22% | Q4 2025 | Jan 27, 2026 |
| STRS OHIO | History | Added to | 2,781 | 246 | 0.0% | 0.0% | 442 | +5 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Tannin Capital LLC | History | New | 2,755 | 244 | 0.22% | — | 446 | +2,755 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,761 | 244 | 0.0% | 0.0% | 445 | -1,138 | -29.19% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 2,540 | 243 | 0.02% | — | 447 | +2,540 | New | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Reduced | 2,735 | 242 | 0.04% | 0.03% | 448 | -109 | -3.83% | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 2,707 | 240 | 0.21% | — | 449 | +2,707 | New | Q4 2025 | Feb 11, 2026 |
| CHICAGO TRUST Co NA | History | New | 2,705 | 239 | 0.04% | — | 450 | +2,705 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 2,684 | 237 | 0.01% | 0.01% | 451 | +15 | 0.56% | Q4 2025 | Jan 14, 2026 |
| Vericrest Private Wealth | History | New | 2,666 | 236 | 0.21% | — | 453 | +2,666 | New | Q4 2025 | Mar 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 2,671 | 236 | 0.03% | 0.03% | 454 | +226 | 9.24% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 2,668 | 236 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,644 | 234 | 0.0% | — | 455 | +2,644 | New | Q4 2025 | Jan 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,616 | 231 | 0.0% | 0.0% | 456 | -31 | -1.17% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,559 | 226 | 0.0% | 0.0% | 457 | -1,961 | -43.38% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,555 | 226 | 0.03% | 0.01% | 458 | +1,500 | 142.18% | Q4 2025 | Feb 11, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,533 | 224 | 0.02% | — | 459 | +2,533 | New | Q4 2025 | Jan 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,510 | 222 | 0.01% | 0.01% | 460 | -161 | -6.03% | Q4 2025 | Feb 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,480 | 220 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 2,479 | 219 | 0.0% | — | 463 | +2,479 | New | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,477 | 219 | 0.01% | 0.01% | 464 | +25 | 1.02% | Q4 2025 | Feb 02, 2026 |
| LCNB CORP | History | No change | 2,475 | 219 | 0.07% | 0.07% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 2,459 | 218 | 0.06% | 0.06% | 465 | -130 | -5.02% | Q4 2025 | Feb 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,422 | 214 | 0.0% | 0.0% | 466 | -134 | -5.24% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | New | 2,396 | 212 | 0.0% | — | 467 | +2,396 | New | Q4 2025 | Jan 09, 2026 |
| Wealthspire Retirement, LLC | History | New | 2,362 | 209 | 0.01% | — | 469 | +2,362 | New | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 2,361 | 209 | 0.0% | — | 468 | +2,361 | New | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 2,357 | 209 | 0.1% | — | 470 | +2,357 | New | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,356 | 208 | 0.05% | — | 472 | +2,356 | New | Q4 2025 | Mar 03, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 2,348 | 208 | 0.01% | 0.01% | 471 | -125 | -5.05% | Q4 2025 | Jan 27, 2026 |
| Interchange Capital Partners, LLC | History | New | 2,331 | 206 | 0.04% | — | 473 | +2,331 | New | Q4 2025 | Jan 30, 2026 |
| Payne Capital LLC | History | New | 2,298 | 203 | 0.21% | — | 475 | +2,298 | New | Q4 2025 | Jan 20, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,300 | 203 | 0.07% | 0.09% | 474 | -845 | -26.87% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | New | 2,271 | 201 | 0.0% | — | 476 | +2,271 | New | Q4 2025 | Feb 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 2,267 | 201 | 0.01% | — | 477 | +2,267 | New | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,255 | 199 | 0.0% | 0.0% | 478 | -163 | -6.74% | Q4 2025 | Mar 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,107 | 186 | 0.01% | 0.01% | 480 | +66 | 3.23% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 2,027 | 186 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,044 | 184 | 0.01% | 0.01% | 481 | +213 | 11.63% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,066 | 183 | 0.02% | — | 482 | +2,066 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,053 | 182 | 0.0% | 0.0% | 483 | +802 | 64.11% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,040 | 180 | 0.01% | 0.01% | 484 | +70 | 3.55% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 1,981 | 176 | 0.01% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 1,980 | 175 | 0.01% | — | 486 | +1,980 | New | Q4 2025 | Feb 25, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,947 | 175 | 0.0% | — | 487 | +1,947 | New | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,950 | 172 | 0.08% | 0.01% | 488 | +1,714 | 726.27% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,790 | 158 | 0.0% | 0.0% | 489 | -1,687 | -48.52% | Q4 2025 | Feb 12, 2026 |
| Modus Advisors, LLC | History | New | 1,647 | 146 | 0.04% | — | 491 | +1,647 | New | Q4 2025 | Feb 11, 2026 |
| Bangor Savings Bank | History | No change | 1,654 | 146 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,568 | 139 | 0.0% | 0.0% | 492 | -413 | -20.85% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,506 | 133 | 0.0% | 0.0% | 493 | +1,433 | 1963.01% | Q4 2025 | Feb 06, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 1,459 | 129 | 0.02% | 0.02% | 494 | +252 | 20.88% | Q4 2025 | Jan 14, 2026 |
| Kentucky Trust Co | History | Reduced | 1,430 | 126 | 0.07% | 0.07% | 495 | -60 | -4.03% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,417 | 125 | 0.01% | 0.01% | 496 | +84 | 6.3% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,403 | 124 | 0.0% | 0.0% | 497 | +123 | 9.61% | Q4 2025 | Jan 20, 2026 |
| Battery Global Advisors, LLC | History | Added to | 978 | 120 | 0.06% | 0.02% | 498 | +500 | 104.6% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 1,199 | 106 | 0.02% | — | 499 | +1,199 | New | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | No change | 1,163 | 103 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,152 | 102 | 0.0% | 0.0% | 501 | +33 | 2.95% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Reduced | 1,123 | 100 | 0.05% | 0.05% | 502 | -4 | -0.35% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 1,115 | 98 | 0.0% | 0.0% | 503 | +361 | 47.88% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,026 | 90 | 0.0% | 0.0% | 504 | +2 | 0.2% | Q4 2025 | Feb 02, 2026 |
| Employees Retirement System of Texas | History | No change | 974 | 86 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 957 | 84 | 0.0% | 0.0% | 506 | -432 | -31.1% | Q4 2025 | Feb 10, 2026 |
| STEPH & CO | History | Added to | 944 | 83 | 0.02% | 0.01% | 507 | +409 | 76.45% | Q4 2025 | Jan 23, 2026 |
| Pacific Center for Financial Services | History | No change | 1,000 | 81 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 890 | 78 | 0.0% | 0.0% | 509 | +818 | 1136.11% | Q4 2025 | Feb 17, 2026 |
| Gleason Group, Inc. | History | Added to | 805 | 71 | 0.01% | 0.01% | 510 | +3 | 0.37% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 800 | 70 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 724 | 64 | 0.0% | 0.0% | 512 | +2 | 0.28% | Q4 2025 | Feb 20, 2026 |
| Hoese & Co LLP | History | No change | 660 | 58 | 0.04% | 0.04% | 513 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strive Financial Group ,LLC | History | New | 645 | 57 | 0.03% | — | 514 | +645 | New | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 599 | 53 | 0.0% | 0.0% | 515 | +288 | 92.6% | Q4 2025 | Feb 09, 2026 |
| Eagle Bay Advisors LLC | History | New | 511 | 45 | 0.03% | — | 516 | +511 | New | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 494 | 43 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 474 | 42 | 0.01% | — | 518 | +474 | New | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | Reduced | 452 | 40 | 0.0% | 0.0% | 519 | -70 | -13.41% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 447 | 39 | 0.0% | — | 520 | +447 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 377 | 33 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | No change | 378 | 33 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 350 | 31 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pflug Koory, LLC | History | No change | 360 | 31 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 324 | 28 | 0.0% | 0.0% | 525 | -16 | -4.71% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 327 | 28 | 0.01% | 0.01% | 526 | +2 | 0.62% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 292 | 25 | 0.0% | — | 528 | +292 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 289 | 25 | 0.0% | 0.0% | 527 | +7 | 2.48% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Added to | 279 | 24 | 0.0% | 0.0% | 529 | +223 | 398.21% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 264 | 23 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 229 | 20 | 0.0% | — | 531 | +229 | New | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 226 | 19 | 0.0% | 0.0% | 532 | +27 | 13.57% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 212 | 18 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 199 | 17 | 0.0% | — | 535 | +199 | New | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 192 | 17 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 200 | 17 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 173 | 15 | 0.01% | — | 538 | +173 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 179 | 15 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | No change | 149 | 13 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 137 | 12 | 0.0% | 0.0% | 541 | +32 | 30.48% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 145 | 12 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 127 | 11 | 0.0% | 0.0% | 542 | +85 | 202.38% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 120 | 10 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | No change | 112 | 9 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 100 | 8 | 0.01% | — | 548 | +100 | New | Q4 2025 | Jan 28, 2026 |
| ADIRONDACK TRUST CO | History | No change | 91 | 8 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 101 | 8 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | New | 80 | 7 | 0.0% | — | 550 | +80 | New | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Reduced | 79 | 7 | 0.0% | 0.0% | 549 | -3 | -3.66% | Q4 2025 | Jan 23, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 90 | 7 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 85 | 7 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Reduced | 78 | 6 | 0.11% | 0.11% | 554 | -2 | -2.5% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 63 | 5 | 0.0% | — | 559 | +63 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 63 | 5 | 0.0% | 0.0% | 555 | +23 | 57.5% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 66 | 5 | 0.0% | 0.0% | 558 | +17 | 34.69% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 51 | 4 | 0.0% | — | 562 | +51 | New | Q4 2025 | Feb 13, 2026 |
| Altshuler Shaham Ltd | History | New | 47 | 4 | 0.0% | — | 560 | +47 | New | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 47 | 4 | 0.0% | — | 563 | +47 | New | Q4 2025 | Feb 09, 2026 |
| Grove Bank & Trust | History | No change | 50 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Concord Wealth Partners | History | No change | 52 | 4 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 39 | 3 | 0.0% | — | 570 | +39 | New | Q4 2025 | Jan 27, 2026 |
| ORG Partners LLC | History | New | 37 | 3 | 0.0% | — | 569 | +37 | New | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 43 | 3 | 0.0% | 0.0% | 568 | +7 | 19.44% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 40 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | New | 27 | 2 | 0.0% | — | 576 | +27 | New | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 29 | 2 | 0.0% | 0.0% | 571 | -26 | -47.27% | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | Added to | 24 | 2 | 0.0% | 0.0% | 572 | +6 | 33.33% | Q4 2025 | Jan 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 23 | 2 | 0.0% | 0.0% | 577 | +2 | 9.52% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avion Wealth | History | No change | 23 | 2 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 33 | 2 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 592 | -140 | -87.5% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 590 | -67 | -80.72% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 585 | -50 | -75.76% | Q4 2025 | Jan 22, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 587 | -45 | -77.59% | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 19 | 1 | 0.0% | — | 583 | +19 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 19 | 1 | 0.0% | — | 601 | +19 | New | Q4 2025 | Jan 23, 2026 |
| NATIXIS | History | New | 17 | 1 | 0.0% | — | 582 | +17 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 20 | 1 | 0.0% | — | 584 | +13 | 185.71% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 13 | 1 | 0.0% | — | 589 | +13 | New | Q4 2025 | Mar 04, 2026 |
| Whipplewood Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 598 | +12 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21 | 1 | 0.0% | 0.0% | 581 | -10 | -32.26% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | Added to | 12 | 1 | 0.0% | — | 596 | +4 | 50.0% | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18 | 1 | 0.0% | 0.0% | 599 | +2 | 12.5% | Q4 2025 | Jan 12, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 15 | 1 | 0.0% | 0.0% | 597 | +1 | 7.14% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cromwell Holdings LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Kilter Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -413,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.12% | — | -137,649 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -80,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.19% | — | -62,380 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -30,358 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,142 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLI - Banque de Luxembourg Investments | History | Closed out | 0 | 0 | — | 0.06% | — | -24,300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -23,916 | -100.0% | Q3 2025 | Oct 07, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -22,685 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -17,955 | -100.0% | Q3 2025 | Nov 12, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -17,715 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.09% | — | -9,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIROVA | History | Closed out | 0 | 0 | — | 0.1% | — | -8,576 | -100.0% | Q3 2025 | Dec 29, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -6,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,250 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,821 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,644 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,488 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,812 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stiles Financial Services Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -3,257 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,130 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,115 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -3,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,712 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,539 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,671 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Torren Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q4 2025 | Feb 02, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |